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Investor Information

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Office of the Chief Financial Officer

 
October 9, 2017

To the Bondholders and Investor Community:

Due to the prominence of, and widespread reliance by the investor community on, the Municipal Securities Rulemaking Board’s (MSRB) Electronic Municipal Market Access website (EMMA), and the diminished need for a separate City Investor Information site containing the same or similar information, effective December 8, 2017, the City of San Diego will move to the exclusive use of EMMA’s issuer page platform for its financial disclosures, and will no longer have a separate City Investor Information site.

The City of San Diego developed and launched its Investor Information site on the City of San Diego website in 2008. Through this Investor Information site, the City made financial disclosure materials, such as official statements, audited financial statements, continuing disclosure reports, and ratings information, available to bondholders and the investor community. As you know, EMMA was fully launched in 2009, and the SEC designated EMMA as the official repository for all municipal securities disclosures that same year.

In conformance with SEC regulations and commitments contained in the City of San Diego and its related entities’ bond transaction continuing disclosure certificates, on-going disclosure reporting and material event notices are filed by the City on EMMA, after which the same materials were posted to the City’s Investor Information site. As such, the information available on the City’s Investor Information site largely mirrors the information on EMMA.

As the investment community is aware, over time, EMMA added new features, such as real-time trade and pricing data for individual bond securities, and a New Issue Calendar of upcoming bond offerings. Due to the scope, maturity, and familiarity of the EMMA platform, and the reliance of all municipal market participants on EMMA for disclosure information, the need for the City’s separate Investor Information site diminished. The City of San Diego has been, and will continue to be, proactive in implementing new issuer tools as they become available on EMMA, including the establishment of customized issuer homepages under the issuer page platform available on EMMA. All active issuances and bank loans of the City and its related entities can be accessed via the following link: https://emma.msrb.org/IssuerHomePage/State?state=CA. The City’s EMMA issuer pages allow investors a consolidated view of issuer transactions versus viewing information and data solely by individual bond searches using a nine character CUSIP.

The City of San Diego remains strongly committed to providing timely and accurate financial information to the municipal market and maintaining a strong institutional framework for the development and review of its disclosures. The City will continue to be available to respond to municipal market participant, bondholder, and general public inquiries regarding financial disclosures of the City and its related entities. Any such inquiries may be directed to [email protected], or to the City’s Chief Financial Officer (T: 619-533-6381) or Director of Debt Management (T: 619-235-5840).

 

Rolando Charvel
Chief Financial Officer
City of San Diego
Lakshmi Kommi
Director of Debt Management
City of San Diego

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Financial and Operating Data Relating to Bonds, Notes, and Other Securities

The Investor Information Web pages provide information about bonds, notes, and other securities issued or secured by the City of San Diego, the Convention Center Expansion Financing Authority, the Public Facilities Financing Authority of the City of San Diego, the Community Facilities Districts, the Special Assessment Districts, and City of San Diego Tobacco Settlement Revenue Funding Corporation.

Because each security may involve different sources of payment and security, different obligations (if any) of the issuer and/or any obligated person, and different limitations on such obligations, you should refer to the official statement of any particular security for additional information.

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  1. Not an Offer to Sell/Buy Securities
    The information provided in this website does not constitute an offer to sell or buy securities or the solicitation of an offer to sell or buy securities and should not be relied upon to provide specific offering information in connection with any issuance, sale, resale, or remarketing of bonds, notes, or other municipal obligations.
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  9. Other Information May Be Available
    The Investor Information Web pages are provided for the user's convenience, but they may not provide all information that may be of interest to investors. There may be other documents containing relevant information regarding the City, the Convention Center Expansion Financing Authority, the Public Facilities Financing Authority of the City of San Diego, the Community Facilities Districts, the Special Assessment Districts, and the City of San Diego Tobacco Settlement Revenue Funding Corporation, which may be available from other sources, including by request from the Office of the City Clerk.
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