(877) 906-0941Agendas for upcoming Board of Director meetings are posted here as soon as they are approved.
Anyone interested in more information should feel free to contact us.
Meeting Agendas for 2023
September 13, 2023 BOD Meeting Agenda
Meeting Agendas for 2022
May 31, 2022 BOD Meeting Agenda
- Supporting Materials – Regulatory Agreement – Las Casitas de Sonoma
- Supporting Materials – Regulatory Agreement -Rancho Feliz
- Supporting Materials – ICFA Loan Agreement- Las Casitas de Sonoma & Rancho Feliz refi
- Supporting Materials – ICFA Indenture of Trust – Rancho Feliz and Las Casitas de Sonoma (tax-exempt) 2022
- Supporting Materials – Administration and Oversight Agreement – Rancho Feliz and Las Casitas de Sonoma
- Supporting Materials – Preliminary Official Statement – ICFA Rancho Feliz – Las Casitas 2022
- Supporting Materials – Purchase Contract – Rancho Feliz – Las Casitas de Sonoma 2022
April 13, 2022 BOD Meeting Agenda
- Supporting Materials – Indenture of Trust – Montclair Parks
- Supporting Materials – Loan Agreement – Montclair Parks
- Supporting Materials – Regulatory Agreement – Monterey Manor
- Supporting Materials – Regulatory Agreement – Villa Montclair
- Supporting Materials – Regulatory Agreement – Hacienda
- Supporting Materials – Administration and Oversight Agreement – Montclair Parks
- Supporting Materials – Preliminary Official Statement – Montclair Parks
- Supporting Materials – Purchase Contract – Montclair Parks
Meeting Agendas for 2021
November 17, 2021 BOD Meeting Agenda
- Supporting Materials – Indenture of Trust – Yucaipa Parks
- Supporting Materials – Loan Agreement – Yucaipa Parks
- Supporting Materials – Regulatory Agreement – Rancho Del Sol
- Supporting Materials – Regulatory Agreement – Grandview East
- Supporting Materials – Administration and Oversight Agreement – Yucaipa Parks
- Supporting Materials – Preliminary Official Statement – Yucaipa Parks
- Supporting Materials – Purchase Contract – Rancho Del Sol and Grandview East
October 13, 2021 BOD Meeting Agenda
- Supporting Materials – Indenture of Trust – Rancho Robles
- Supporting Materials – Regulatory Agreement – Rancho Robles
- Supporting Materials – Loan Agreement – Rancho Robles
- Supporting Materials – Administration and Oversight Agreement – Rancho Robles
- Supporting Materials – Purchase Contract – Rancho Robles
- Supporting Materials – Preliminary Official Statement – Rancho Robles
August 18, 2021 BOD Meeting Agenda
- Supporting Materials – Indenture of Trust – Vista de Santa Barbara
- Supporting Materials – Regulatory Agreement – Vista de Santa Barbara
- Supporting Materials – Loan Agreement – Vista de Santa Barbara
- Supporting Materials – Oversight Agreement – Vista de Santa Barbara
- Supporting Materials – Purchase Contract – Vista de Santa Barbara
- Supporting Materials – Preliminary Official Statement – Vista de Santa Barbara
July 26, 2021 BOD Meeting Agenda
June 2, 2021 BOD Meeting Agenda
- Supporting Materials – Indenture of Trust Sahara
- Supporting Materials – Loan Agreement Sahara
- Supporting Materials – Regulatory Agreement Sahara
- Supporting Materials – Administration and Oversight Agreement Sahara
- Supporting Materials – Preliminary Official Statement Sahara
- Supporting Materials – Purchase Contract Sahara
April 12, 2021 BOD Meeting Agenda
- Supporting Materials – ICFA Loan Agreement – Castle
- Supporting Materials – ICFA Indenture of Trust – Castle
- Supporting Materials – ICFA Regulatory Agreement – Castle 2021
- Supporting Materials – ICFA Purchase Contract – Castle
- Supporting Materials – ICFA Administration and Oversight Agreement
- Supporting Materials – ICFA POS – Castle
Meeting Agendas for 2020
December 22, 2020 BOD Meeting Agenda
- Supporting Materials – Compton Installment Sale Agreement
- Supporting Materials – Compton Bond Purchase Agreement
- Supporting Materials – Compton Trust Agreement
- Supporting Materials – Compton Preliminary Limited Offering Memorandum
- Supporting Materials – Compton Sources and Uses of Funds
June 24, 2020 BOD Meeting Agenda
Meeting Agendas for 2019
December 4, 2019 BOD Meeting Agenda
October 15, 2019 BOD Meeting Agenda
- Supporting Materials – Indenture of Trust
- Supporting Materials – Loan Agreement
- Supporting Materials – Regulatory Agreement
- Supporting Materials – Administration and Oversight Agreement
- Supporting Materials – Purchase Contract
- Supporting Materials – Placement Agreement
- Supporting Materials – Preliminary Official Statement
April 16, 2019 BOD Meeting Agenda
- Supporting Materials – Indenture of Trust
- Supporting Materials – Loan Agreement
- Supporting Materials – Regulatory Agreement
- Supporting Materials – Administration and Oversight Agreement
- Supporting Materials – Preliminary Official Statement
- Supporting Materials – Purchase Contract
Meeting Agendas for 2018
October 10, 2018 BOD Meeting Agenda
Meeting Agendas for 2017
- Supporting Materials – ICFA Indenture of Trust v 3- Westlake and Millbrook
- Supporting Materials – Loan Agreement v3 – ICFA – Westlake and Millbrook
- Supporting Materials – Regulatory Agreement v2 – Westlake
- Supporting Materials – Regulatory Agreement v2 – Millbrook
- Supporting Materials ICFA- Administration and Oversight Agreement – Westlake and Millbrook
- Supporting Materials – ICFA – Bond Placement Agreement – Westlake and Millbrook v2
- Supporting Materials – POS WestlakeMillbrook Refunding v3 10_23_2017
March 23, 2017 BOD Meeting Agenda
Meeting Agendas for 2016
October 5, 2016 BOD Meeting Agenda
- Supporting Materials – Loan Agreement
- Supporting Materials – Indenture of Trust
- Supporting Materials – Regulatory Agreement
- Supporting Materials – POS
- Supporting Materials – Purchase Contract
- Supporting Materials – Administration and Oversight Agreement
June 28, 2016 BOD Meeting Agenda
- Supporting Materials – Loan Agreement
- Supporting Materials – Subordination and Intercreditor Agreement
- Supporting Materials – Purchase Contract
- Supporting Materials – Indenture of Trust
- Supporting Materials – Administration and Oversight Agreement
- Supporting Materials – Regulatory Agreement
- Supporting Materials – POS
May 3, 2016 BOD Meeting Agenda
April 4, 2016 BOD Meeting Agenda
March 2016 Cancellation Notice
February 17, 2016 BOD Meeting Agenda
Meeting Agendas for 2015
November 18, 2015 BOD Meeting Agenda
- Supporting Materials – Loan Agreement
- Supporting Materials – Deed of Trust
- Supporting Materials – Purchase Contract
- Supporting Materials – Indenture of Trust
- Supporting Materials – Administration and Oversight Agreement
- Supporting Materials – Regulatory Agreement
- Supporting Materials – POS
October 20, 2015 BOD Meeting Agenda
October 2015, BOD Meeting Agenda
- Supporting Materials – Origination Guidelines
- Supporting Materials – Program Manager Agreement
- Supporting Materials – Program Sponsor Agreement
- Supporting Materials – Credit Counseling Agreement
- Supporting Materials – Master Services Agreement for Property Manager
- Supporting Materials – Custodial and Disbursement Agreement
- Supporting Materials – Term Sheet for MPPI Coverage
- Supporting Materials – Property and Commercial Liability Coverage
Bond Documents:
- Trust Indenture
- Loan Agreement
- Regulatory Agreement
- Oversight Agreement
- Preliminary Official Statement
- Purchase Contract
Bond Documents:
- Trust Indenture
- Loan Agreement
- Regulatory Agreement
- Oversight Agreement
- Preliminary Official Statement
- Purchase Contract
Meeting Agendas for 2014
September 2014, BOD Meeting Agenda
Bond Documents:
- Trust Indenture
- Loan Agreement
- Regulatory Agreement
- Oversight Agreement
- Preliminary Official Statement
- Purchase Contract
April 2014, BOD Meeting Agenda
- Agenda Packet (part 1)
- Agenda Packet (part 2)
- Supporting Materials – POS Pillar Ridge
- Supporting Materials – Pillar Ridge Admin & Oversight Agreement
- Supporting Materials – Pillar Ridge Indenture of Trust
- Supporting Materials – Pillar Ridge Loan Agreement
- Supporting Materials – Pillar Ridge Purchase Contract
- Supporting Materials – Pillar Ridge Regulatory Agreement
Meeting Agendas for 2013
October 2013, BOD Meeting Agenda
- Agenda Packet (part 1)
- Agenda Packer (part2)
- Supporting Materials – Part 2a
- Supporting Materials – Part 2b
- Supporting Materials – Part 3a
- Supporting Materials – Part 3b
August 2013 BOD Meeting Agenda
- Supporting Materials – Agenda and Summary
- Supporting Materials – Bond Placement Agreement – Vista de Santa Barbara
- Supporting Materials – POS Vista de Santa Barbara
- Supporting Materials – Indenture of Trust – Vista de Santa Barbara
- Supporting Materials – Loan Agreement – Vista de Santa Barbara
- Supporting Materials – Regulatory Agreement – Vista de Santa Barbara
- Supporting Materials – Administration and Oversight Agreement – Vista de Santa Barbara
- Supporting Materials – Purchase Contract – Vista de Santa Barbara
- Supporting Material – Bond Purchase Agreement
- Supporting Material – Loan Agreement
- Supporting Material – Trust Indenture
- Supporting Material – Indenture of Trust, Rancho Vallecitos
- Supporting Material – POS, Rancho Vallecitos
- Supporting Material – Loan Agreement, Rancho Vallecitos
- Supporting Material – Regulatory Agreement, Rancho Vallecitos
- Supporting Material – Admin and Oversight Agreement, Rancho Vallecitos
February 2013 BOD Meeting Agenda
Meeting Agendas for 2012
December 2012 BOD Meeting Agenda
September 2012 BOD Meeting Agenda
February 29, 2012 BOD Meeting Agenda
February 24, 2012 BOD Meeting Agenda
Meeting Agendas for 2011
December 2011 BOD Meeting Agenda
September 2011 BOD Meeting Agenda
August 2011 BOD Meeting Agenda
Meeting Agendas for 2010
Meeting Agendas for 2009
December 2009 BOD Meeting Agenda