The entities that are eligible to participate in CSAFE are any Colorado county, municipality, school district, or special district. Additionally, a political subdivision of the State of Colorado, or department, agency, or instrumentality thereof, or any political or public corporation of the state of Colorado, may participate in CSAFE.
Opening an account with CSAFE is simple! Get in touch with us and we can walk you through the steps outlined below.
Everything you need to get set up is outlined in our Account Registration Packet.
The Indenture of Trust is an agreement among Colorado local government participants regarding the pooling of their assets for investment purposes. This document also describes the operational guidelines, permitted investments, share information, issues related to the Trustees and Officers, net asset value determination, and custodian duties.
The CSAFE Information Statement is the “technical manual” for the CSAFE Program and its Funds. Read closely to understand the operations, mechanics, eligible investments, and suitability of both CSAFE Cash and Core for your local government entity.
Local governments interested in participating in CSAFE shall become a party to the CSAFE Indenture of Trust by formal action of their governing board or council. The model resolution, downloadable below, allows for the execution of the Indenture of Trust by the governing board or council. This enables a local government to become eligible to invest in CSAFE. This document must be signed by an individual of the governing body.
Email documents to csafe@csafe.org. We’re here for you every step of the way. Don’t hesitate to reach out with any questions!