Become A New Participant

On March 11, 2025 the Board adopted resolution rescinding Resolution Nos. 88-134 and 17-135 terminating Voluntary Pool Participation program, as defined in Government Code Section 53684, effective 6/30/25 - All Districts

You will need a resolution from your legislative body to have the Orange County Investment Pool (OCIP) added to your allowable investments, sign an agreement and also include language in your Investment Policy Statement.

 Form of Sample Resolution (87.5 KB)
Form of Agreement for Deposit and Investment (26.3 KB)
OCIP IPS Enabling Language (65.1 KB)
Authorization for Transfer of Funds (5.27 MB)
Authorization for Changing Bank and / or Account Numbers (4.78 MB)
Request For Agency Address Change (4.75 MB)
Transaction Request Form-1 or 2 signatures (5.19 MB)
Procedures for Voluntary Participant Transactions (151.7 KB)