Bond Continuing Disclosure Reports

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The information below is intended to assist the City's bond investors and others interested in the City's bond issues.  Below are links to the most recently issued annual reports and material event notices, issued subsequent to the relevant annual report,  for currently outstanding bond issues of the San Marcos Public Facilities Authority, the San Marcos Public Financing Authority, the San Marcos Redevelopment Agency, and the Successor Agency to the San Marcos Redevelopment Agency.  Additional information and reports from prior years can be found on the Municipal Securities Rulemaking Board’s Electronic Municipal Market Access (EMMA) website.  

 

Finance Department FISCAL SERVICES & DEBT Manager 
1 Civic Center Drive
San Marcos, CA 92068
(760) 744-1050
 Roque Chiriboga
(760) 744-1050, ext. 3133

Click here for a copy of the City's SEC Municipal Advisor Rule Disclosure Letter 

 

San Marcos Public Facilities Authority Bond Issues

$56,860,000, Tax Increment Pass-Through Revenue Refunding Bonds (Project Area No. 3 - San Marcos Unified School District) 2006 Series A

Current Annual Report
Recent Material Event Notices - None
For older reports or more information, click here to be directed to the EMMA website.

$6,740,000, 2006 Lease Revenue Refunding Bonds

Current Annual Report
Recent Material Event Notices
For older reports or more information, click here to be directed to the EMMA website.

$26,405,000 Special Tax Revenue Refunding Bonds Series 2007
(CFD No. 99-01 Improvement Areas D2L, D2U, D3, D4, E1, E2, H2 and H3)

Current Annual Report
Recent Material Event Notices - None
For older reports or more information, click here to be directed to the EMMA website.

 San Marcos Public Financing Authority Bond Issues

$22,425,000 Special Tax Revenue Refunding Bonds Series 2012
(CFD No. 88-1 Improvement Area Nos. 1, 2 and 3)

Current Annual Report
Recent Material Event Notices - None 
For older reports or more information, click here to be directed to the EMMA website.

$13,820,000 Special Tax Revenue Refunding Bonds Series 2012B (Superior Lien Bonds) 
(CFD No. 2002-01 Improvement Area No. 1)

Current Annual Report
Recent Material Event Notices - None
For older reports or more information, click here to be directed to the EMMA website.

$4,240,000 Special Tax Revenue Refunding Bonds Series 2012C (Subordinate Lien Bonds)
(CFD No. 2002-01 
Improvement Area No. 1)

Current Annual Report
Recent Material Event Notices - None
For older reports or more information, click here to be directed to the EMMA website.

$12,585,000 Special Tax Revenue Refunding Bonds Series 2012D 
(CFD No. 99-01 Improvement Areas C2B, I1 and I2)

Current Annual Report
Recent Material Event Notices - None 
For older reports or more information, click here to be directed to the EMMA website.

$32,395,000 Special Tax Revenue Refunding Bonds Series 2014A 
(CFD No. 91-01 and CFD No. 99-01 Improvement Areas A1, A2, B1, B2, C1, D1, F2/V2, G3, H1A, H1B, J, M, N1, N2, R1, R2 and V1A)

Current Annual Report
Recent Material Event Notices - None 
For older reports or more information, click here to be directed to the EMMA website.

San Marcos Redevelopment Agency Bond Issue

$52,805,000 Housing Set-Aside Tax Allocation Bonds, Series 2010 (Taxable)
(Bonds issued prior to dissolution of the San Marcos Redevelopment Agency.)

Current Annual Report
Recent Material Event Notices - None 
For older reports or more information, click here to be directed to the EMMA website.

Successor Agency to the San Marcos Redevelopment Agency Bond Issues

$84,710,000 Tax Allocation Refunding Bonds, Series 2015A

Current Annual Report
Recent Material Event Notices - None 
For older reports or more information, click here to be directed to the EMMA website.

 $139,285,000 Taxable Tax Allocation Refunding Bonds, Series 2015B

Current Annual Report
Recent Material Event Notices - None 
For older reports or more information, click here to be directed to the EMMA website.