2015 Transactions



2015 Consulting Assignments

ISSUER

TRANSACTION

American Canyon, City of Assessment District Financing
Arcata, City of CalPERS Restructuring Lease Financing
Arcata Successor Agency Successor Agency Financing
Berkeley, City of Tax & Revenue Anticipation Note
Berkeley, City of GO Bond Financing
Campbell UHSD GO Bond Financing
Colma, Town of COP (City Hall)
Davis, City of Cannery CFD
El Cerrito, City of Tax & Revenue Anticipation Note
El Paso De Robles, City of Surface Water Project Financing
Galt, City of Assessment District Financing
Gonzalez Successor Agency Successor Agency Financing
Hayward, City of COP (Library/Fire/Streets)
Hermosa Beach, City of Lease Revenue Bonds
(to Fund Settlement Agreement)
Industry Successor Agency Successor Agency Financing
Industry Successor Agency Sales Tax Revenue Bonds
Lakeport, City of Pension Obligation Bond
Napa Successor Agency Successor Agency Financing
Oroville Successor Agency Successor Agency Financing
Pajaro Valley Water Management Agency Water Revenue Bonds
Pinole Successor Agency Successor Agency Financing
Riverbank, City of Water Meter Financing
Rocklin, City of CFD Financing
San Carlos, City of GO Bond Financing
Sausalito, City of Sewer Revenue Bonds
Selma, City of Leaser Revenue Bond Financing
Shasta Regional Transportation Agency Lease for New Office Building
Torrance, City of Tax & Revenue Anticipation Note
Visalia, City of COP
(Emergency Operations Center)
Woodland Davis Clean Water Agency Water Revenue Bonds
Yuba City, City of COP Financing (Gauche Park)
Yuba City Successor Agency Successor Agency Financing

CLIENT

ASSIGNMENT

Berkeley, City of Continuing Disclosure
Berkeley, City of GO Bond Financing Plan
Berkeley, City of Parking/General Advisory
Campbell UHSD Continuing Disclosure
Campbell UHSD GO Bond Election Analysis
Campbell UHSD Solar Lease Property Release
Campbell, City of Civic Center Project
Carmel, City of Continuing Disclosure
Chico, City of Asset Optimization
Colma, Town of Continuing Disclosure
Corcoran, City of Fiscal Fitness
Corcoran, City of Water LOC/Planning
Cotati, City of Continuing Disclosure
Davis, City of CFD Formation
Davis, City of SRF Loan For Water Utility
Davis, City of Loan Restructuring
Davis, City of Wastewater SRF Loan
Davis, City of Surface Water Project
El Paso De Robles, City of Continuing Disclosure
Fairfield, City of Developer Project (Biggs)
Gilroy, City of Water/Sewer Rate Study
Hayward, City of Continuing Disclosure
Industry, City of General
Elk Grove, City of CFD Expert Witness Services
Lakeport, City of CalPERS Advisory Work
Napa, City of Solid Waste Financial Planning
Nearon (Developer) EIFD Analysis
Newhall County Water District General
Northstar CSD Reserve Policies
Novato, City of Continuing Disclosure
Pajaro Valley Water Management Agency Financing Plan
Pajaro Valley Water Management Agency Continung Disclosure
Sausalito, City of Continuing Disclosure
Sausalito, City of Sewer System Financial Planning
Selma, City of General
Selma, City of Continuing Disclosure
South Tahoe Alliance of Resorts Development/Special Assessment
Torrance, City of Continuing Disclosure
Walnut Creek, City of Parking Garage Project
Wheatland, City of CFD Formation
Woodlake, City of USDA Loan Calculations
Woodland Davis Clean Water Agency General
Yuba City Solar & Energy Efficiency