Csac Finance Corporation

TO PROVIDE A BROAD ARRAY OF FINANCE, INVESTMENT, INSURANCE AND PURCHASING SERVICES TO BENEFIT CALIFORNIA COUNTIES AND RELATED PUBLIC AGENCIES.

GRANTS TO CSAC TOTALED $5,200,000.

ADMINISTERED THE CALTRUST PROGRAM, A CALIFORNIA JOINT POWERS AUTHORITY WHICH POOLS AND INVESTS THE OPERATING RESERVES AND BOND PROCEEDS OF LOCAL PUBLIC AGENCIES. THIS INCLUDED EXTENSIVE RFP PROCESSES AND TRANSITION MANAGEMENT FOR ALL OF THEIR SERVICE PROVIDERS.THE INVESTMENT TRUST OF CALIFORNIA (CALTRUST) IS A JPA ESTABLISHED BY PUBLIC AGENCIES IN CALIFORNIA FOR THE PURPOSE OF POOLING AND INVESTING LOCAL AGENCY FUNDS - OPERATING RESERVES AS WELL AS BOND PROCEEDS. CALTRUST OFFERS THE OPTION OF FIVE ACCOUNTS TO PROVIDE PARTICIPATING AGENCIES WITH A CONVENIENT METHOD OF POOLING FUNDS A LIQUIDITY FUND, A GOVERNMENT FUND, A SHORT-TERM, AND A MEDIUM-TERM, AND A NEW ESG COMPLIANT MONEY MARKET FUND. EACH ACCOUNT SEEKS TO ATTAIN AS HIGH A LEVEL OF CURRENT INCOME AS IS CONSISTENT WITH THE PRESERVATION OF PRINCIPLE.THE NATIONWIDE RETIREMENT SOLUTIONS PROGRAM IS THE LARGEST DEFERRED COMPENSATION PROGRAM IN THE COUNTRY FOR COUNTY EMPLOYEES. IN CALIFORNIA, OVER 65,000 COUNTY EMPLOYEES SAVE FOR THEIR RETIREMENT USING THIS FLEXIBLE, COST-EFFECTIVE EMPLOYEE BENEFIT PROGRAM. THIS PROGRAM IS THE ONLY ONE WITH A NATIONAL OVERSIGHT COMMITTEE CONSISTING OF ELECTED AND APPOINTED COUNTY OFFICIALS WHO ARE PLAN PARTICIPANTS. ADDITIONALLY, AN ADVISORY COMMITTEE COMPRISED OF CALIFORNIA COUNTY OFFICIALS PROVIDES ADDITIONAL FEEDBACK AND OVERSIGHT FOR THIS SUPPLEMENTAL RETIREMENT PROGRAM. CURRENTLY 32 COUNTIES IN CALIFORNIA HAVE CHOSEN NATIONWIDE TO HELP THEIR EMPLOYEES SAVE FOR RETIREMENT.THE COAST2COAST DISCOUNT PRESCRIPTION CARD IS AVAILABLE AT NO-COST TO THE COUNTY OR TAXPAYERS AND WILL SAVE COUNTY RESIDENTS UP TO 75% ON BRAND NAME AND GENERIC PRESCRIPTION DRUGS. THE COAST2COAST PROGRAM IS ALREADY BEING USED BY OVER 35 COUNTIES IN CALIFORNIA. NOT ONLY DOES IT OFFER SAVINGS TO USERS, YOUR COUNTY WILL RECEIVE $1.25 FROM COAST2COAST FOR EVERY PRESCRIPTION FILLED BY A CARDHOLDER. EAST SMART PAY IS A PRODUCT OF SMART EASY PAY, A CORPORATION FORMED BY THE CSAC FINANCE CORPORATION TO HELP RESIDENTS THROUGHOUT CALIFORNIA STREAMLINE THEIR PROPERTY TAX PAYMENTS. THROUGH THE EASY SMART PAY PLATFORM RESIDENTS CAN PAY THEIR PROPERTY TAXES IN INSTALLMENTS VIA ACH OR CREDIT CARD WITH PREFERRED PROCESSING FEES. THIS PROGRAM IS CURRENTLY BEING PILOTED IN SAN LUIS OBISPO COUNTY.THE CSAC FC HAS JOINED WITH NACO FSC TO DEVELOP THE CALIFORNIA TAX RECOVERY AND COMPLIANCE SYSTEM (CALTRECS) PROGRAM TO HELP COUNTIES COLLECT OUTSTANDING DEBTS IN A TIMELY, COST-EFFECTIVE MANNER. THE DEBT OFFSET SERVICE ALLOWS COUNTIES AND OTHER LOCAL GOVERNMENT TO COMPILE AND SUBMIT THEIR DELINQUENCIES FOR OFFSET AGAINST PENDING STATE PERSONAL INCOME TAX REFUNDS AND LOTTERY WINNINGS. THE CALIFORNIA CANNABIS AUTHORITY IS A JOINT POWERS AUTHORITY ESTABLISHED BY COUNTY GOVERNMENTS TO DEVELOP AND MANAGE A STATEWIDE DATA PLATFORM. THE PLATFORM WILL ASSIST LOCAL GOVERNMENTS THAT ARE REGULATING COMMERCIAL CANNABIS ACTIVITY BY CONSOLIDATING DATA FROM DIFFERENT CHANNELS INTO ONE RESOURCE TO HELP LOCAL GOVERNMENTS ENSURE MAXIMUM REGULATORY AND TAX COMPLIANCE. IN ADDITION, THE PLATFORM CAN HELP TO FACILITATE FINANCIAL SERVICES TO THE CANNABIS INDUSTRY BY LINKING WILLING FINANCIAL INSTITUTIONS WITH INTERESTED BUSINESSES, AND BY PROVIDING CRITICAL DATA TO ENSURE THAT ALL TRANSACTIONS AND DEPOSITS ARE FROM LEGAL TRANSACTIONS. THE CSAC FC MANAGES 211 CALIFORNIA WHICH IS A NETWORK OF THE 211 SYSTEMS THROUGHOUT CALIFORNIA. THESE CRITICAL AGENCIES SERVE COUNTY RESIDENTS BY PROVIDING TRUSTED CONNECTIVITY TO COMMUNITY, HEALTH, AND SOCIAL SERVICES. DURING TIMES OF DISASTER AND RECOVERY, 211 ORGANIZATIONS ARE VITAL TO ASSIST RESIDENTS FIND CRITICAL SERVICES AND INFORMATION. CASHVEST PROVIDES LIQUIDITY ANALYSIS AND FINTECH DATA SERVICES FOR COUNTIES AND OTHER PUBLIC ENTITIES. THIS PROGRAM IS A NEW OPPORTUNITY TO HELP MANAGE YOUR ORGANIZATION'S FUNDS AS A REVENUE-GENERATING ASSET, IDENTIFY THE CURRENT MARKETPLACE VALUE OF YOUR CASH, AND USE TIME HORIZON DATA TO MAXIMIZE THE VALUE OF ALL YOUR FINANCIAL RESOURCES.PUBLIC SURPLUS IS THE BEST GOVERNMENT SURPLUS AUCTION SYSTEM AVAILABLE. FIND GREAT DEALS ON HEAVY EQUIPMENT, CARS, BUSES AND EVEN AIRPLANES. THIS SYSTEM WAS CREATED WITH UNIQUE CAPABILITIES SPECIFICALLY FOR PUBLIC AGENCIES, MAKING IT MUCH MORE THAN AN AUCTION SITE. THE SERVICES WE OFFER TO BOTH BUYERS AND SELLERS IS OF THE HIGHEST QUALITY WITH A STRONG FOCUS ON CUSTOMER CARE.THE CSAC FC AND SYNOPTEK HAVE PARTNERED TO OFFER A HUMAN FIREWALL TRAINING PROGRAM AND FRAUD ASSESSMENT. THE HUMAN FIREWALL PROGRAM IS A TRAINING PROGRAM WHEREBY A COMPREHENSIVE APPROACH IS INITIATED THAT INTEGRATES BASELINE TESTING, USING MOCK ATTACKS, ENGAGING INTERACTIVE WEB-BASED TRAINING, AND CONTINUOUS ASSESSMENT THROUGH SIMULATED PHISHING ATTACKS TO BUILD A MORE RESILIENT AND SECURE ORGANIZATION. SYNOPTEK OFFERS A WIDE RANGE OF SECURITY TECHNOLOGY OFFERINGS TO AID YOUR COUNTY IN REMAINING VIGILANT AND SECURE.CSAC FC HAS PARTNERED WITH THE CALIFORNIA SCHOOL BOARD ASSOCIATION (CSBA) TO BRING THE GAMUT PLATFORM TO CALIFORNIA COUNTIES AND OTHER PUBLIC AGENCIES THAT ALLOWS FOR A VIRTUAL MEETING MINUTES RECORD KEEPING THAT CONFORMS WITH THE BROWN ACT. AGENCIES ARE ABLE TO USE THIS SIMPLE YET ROBUST SOFTWARE FOR MEETINGS AND POLICIES AS WELL AS PROVIDE IMMEDIATE PUBLIC ACCESS AND TRANSLATES IN MORE THAN 100 LANGUAGES. THE PLATFORM INCORPORATES THE NEEDS OF A VIRTUAL MEETING ENVIRONMENT WITH ONLINE VOTING AND REMOTE BOARD ACCESS. AGENCIES CAN PURCHASE THE ENTIRE SUITE OR SELECT THE MODULE THAT BEST SUITS THEIR GOVERNANCE TEAM'S NEEDS.PROCURE AMERICA PROVIDES ITS CLIENTS WITH ANALYTICS AND STRATEGIES THAT RESULT IN GREATER PERFORMANCE AT LOWER COSTS. BY LEVERAGING DECADES OF INDUSTRY EXPERIENCE, PROCURE AMERICA GENERATES AN AVERAGE SAVINGS OF 34%, ALL WHILE INCREASING OPERATIONAL EFFICIENCY, VENDOR ACCOUNTABILITY, AND SERVICE LEVELS. PROCURE AMERICA'S EXPERTS HAVE DEEP, INDUSTRY-SPECIFIC EXPERIENCE AND WILL ANALYZE ALL ASPECTS OF THE SUPPLIER RELATIONSHIP-CONTRACTUAL, OPERATIONAL AND INVOICE COMPLIANCE. KNOWLEDGE, INFORMATION AND FOCUS DELIVERS RESULTS.OPTUM ASPIRES TO IMPROVE EXPERIENCES AND OUTCOMES FOR EVERYONE WE SERVE WHILE REDUCING THE TOTAL COST OF CARE. FOR INDIVIDUALS AND FAMILIES, OPTUM PROVIDES HEALTH CARE SERVICES, PHARMACY SERVICES AND HEALTH CARE FINANCIAL SERVICES. FOR ORGANIZATIONS, OPTUM PROVIDES BUSINESS SERVICES AND TECHNOLOGY TO HEALTH PLANS, PROVIDERS, EMPLOYERS, LIFE SCIENCES AND GOVERNMENT.TREASURY CURVE WAS FOUNDED BY A TEAM OF FINANCIAL AND TECHNOLOGY INNOVATORS ALL-TOO-FAMILIAR WITH THE PAIN TREASURY PROFESSIONALS FACE EACH DAY: HOW TO EFFICIENTLY MANAGE BOTH CASH AND INVESTMENTS, MAXIMIZE IDLE CASH AND ENSURE COMPLIANCE WITHIN STRICT INVESTMENT POLICIES. THE RESULT IS A TOTAL SOLUTION DESIGNED TO HELP YOU OPTIMIZE YOUR TREASURY, WHILE GIVING YOU PRECIOUS TIME BACK TO OPTIMIZE OTHER AREAS IN YOUR FINANCE AND TREASURY AREAS.

THE CALIFORNIA STATEWIDE COMMUNITIES DEVELOPMENT AUTHORITY (CSCDA) WAS CREATED IN 1988, UNDER CALIFORNIAS JOINT EXERCISE OF POWERS ACT, TO PROVIDE CALIFORNIAS LOCAL GOVERNMENTS WITH AN EFFECTIVE TOOL FOR THE TIMELY FINANCING OF COMMUNITY-BASED PUBLIC BENEFIT PROJECTS. CURRENTLY, MORE THAN 500 CITIES, COUNTIES AND SPECIAL DISTRICTS HAVE BECOME PROGRAM PARTICIPANTS TO CSCDA WHICH SERVES AS THEIR CONDUIT ISSUER AND PROVIDES ACCESS TO AN EFFICIENT MECHANISM TO FINANCE LOCALLY-APPROVED PROJECTS. CSCDA HELPS LOCAL GOVERNMENTS BUILD COMMUNITY INFRASTRUCTURE, PROVIDE AFFORDABLE HOUSING, CREATE JOBS, MAKE ACCESS AVAILABLE TO QUALITY HEALTHCARE AND EDUCATION, AND MORE.