Oregon State Treasury



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Ap​plication Process 

A borrower interested in issuing through OFA — whether in the traditional or SNAP program — should contact the Executive Director to discuss the project. A borrower makes an application to OFA (applications forms are on the website), and appears at the next monthly OFA meeting for preliminary approval. If the application receives preliminary approval, the borrower works with OFA and others to prepare the transaction for closing. When the bond documents are substantially complete, the borrower again appears at the OFA meeting for final approval. Final approval means that OFA recommends the transaction to the Office of the State Treasurer, which works with the borrower to close the transaction. 

Traditional Bond Program SNAP Bond Program
Traditional Closing Fee Schedule   SNAP Bond Application  
Traditional Application (coming soon)  SNAP Bond Application
Traditional List of Bond Counsel   SNAP Bond Fee Schedule



Post Issu​anc​e C​ompliance​    

Post Issuance Compliance Documents
  OFA's Post Issuance Compliance Procedure  
  Suggested Post Issuance Compliance Procedure for Borrower  
  IRS Information of Post Issuance Compliance 
 IRS Primer: Monitoring Post Issuance Compliance  
 SEC Investor Bulletin: New Rules Improving Municipal Disclosure 
 Post Issuance Compliance Webinar


2017 Meeting & Application Schedule  

April 10         Meeting Notice​   Agenda Book​  
March 13       Meeting Notice  Agenda Book​    
February 22   Informational Session​  
February 13  Cancellation Notice  
January 9      Minutes​  
Dec 12          Minutes​​  
Nov 16          Informational Session  
Nov 14          Cancellation Notice  
Oct 14           Minutes​  
Sept 20         Minutes   
Sept 12         Minutes  
August 8       Cancellation Notice​  
July 11          Minutes​    
June 13​     ​   Minutes​  ​  
May 9           Minutes    
April 11​         Minutes  ​  ​


Other Useful Links 

The Oregon Facilities Authority ("OFA" or "Authority") is affiliated with the national organization: The National Association of Health and Educational Finance Authorities.
For more information on this organization, as well as access to its most current quarterly newsletter, NAHEFFA: www.naheffa.com

Other Organizations


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