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TREASURY

Community Engagement and Finance Reports

Community Engagement and Finance Reports

Please see the complete list of CEFD Reports below.

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Form Number	Form Title	Form Description	Timeframe Due	Who Files it?	Filing Method	Instructions / Notes	Related Statutes
1428	Application for State Treasurer's Approval to Issue Long-Term Securities (LTPA)	An application required to be submitted by a municipality looking to borrow money or issue debt that will mature greater than one year. This form is required if the municipality is denied on the most recently filed Qualifying Statement.	Prior to issuing debt	Counties, Townships, Cities, Villages, School Districts, Intermediate School Disctricts, Community Colleges, Authorities, Libraries, Hospital Finance	Online	Instructions	Public Act 34 of 2001
1432	Application for Exemption	A form requesting permission from Treasury to either issue a bond without a rating for an amount greater than $5 million, if refunding a bond which will result in a net present loss or issue a bond where the Discount rate exceeds 10%.	Prior to issuing debt	Counties, Townships, Cities, Villages, School Districts, Intermediate School Disctricts, Community Colleges, Authorities, Libraries, Hospital Finance	Online	Instructions	Public Act 34 of 2001
1435	Application for State Treasurer's Approval to Issue Short-Term Securities (STPA)	An application required to be submitted by a municipality looking to borrow money or issue debt that will be paid back in one year or less. This form is required if the municipality is denied on the most recently filed Qualifying Statement.	Prior to issuing debt	Counties, Townships, Cities, Villages, School Districts, Intermediate School Disctricts, Community Colleges, Authorities, Libraries, Hospital Finance	Online	Instructions	Public Act 34 of 2001
3892	Security Report	A form providing information to the municipal security issued as well as other required documents from the issuance to verify the authority to issue and complies with statute. This form is only required if the municipal security is subject to Public Act 34 of 2001, Revised Municipal Finance Act or the Public Act 470 of 2002, Agency Financing Reporting Act.	15 business days after issuing debt	Counties, Townships, Cities, Villages, School Districts, Intermediate School Disctricts, Community Colleges, Authorities, Libraries, Hospital Finance	Online (Available to file January 2021)	Instructions	Public Act 34 of 2001 Public Act 470 of 2002
3965	Annual Financial Report (F65)	This form is a representation of annual financial statements for a local unit. It is in a format that the information may be extracted and used by the department. It also serves as information for the federal Census Bureau.	Six months after end of fiscal year	Counties, Townships, Cities, Villages	Online	Instructions FAQs	Public Act 2 of 1968 (Uniform Budgeting and Accounting Act)
496	Auditing Procedures Report (APR) & Audit	This form provides information on whether the local unit is compliant with related laws, regulations, and internal controls. The audit is for financial statement reporting and includes an opinion related to the fair presentation of the information by an independent certified public accountant.	Six months after end of fiscal year	Counties, Townships, Cities, Villages, Authorities, Libraries, Hospital Finance	Online	Instructions	Public Act 2 of 1968 (Uniform Budgeting and Accounting Act)
5047	Qualifying Statement (QS)	A form required to be submitted annually by a municipality to determine if the municipality complies with the requirements found under Public Act 34 of 2001, Section 303, Subsection 3. This is required before a municipality can borrow money or issue debt subject to Public Act 34 of 2001. The municipality is limited to one attempt at a Qualifying Statement Reconsideration, if they're denied or need to change their submitted information.	Six months after end of fiscal year	Counties, Townships, Cities, Villages, School Districts, Intermediate School Disctricts, Community Colleges, Authorities, Libraries, Hospital Finance	Online	Instructions	Public Act 34 of 2001
5366	Application for State Treasurer's Approval to Issue Pension or Other Post-Employment Benefits (OPEB) Long-Term Securities	An application required to be submitted by a municipality looking to borrow money or issue debt for the purpose of funding the municipality’s unfunded accrued pension or OPEB liability.	Prior to issuing debt	Counties, Townships, Cities, Villages	Email	Instructions	Public Act 34 of 2001
5572	Retirement System Annual Report	This is the Local Government Retirement System Annual Report form. This form satisfy the local retirement electronic reporting requirement outlined in Public Act 202 of 2017 (MCL 38.2805).	Six months after end of fiscal year	Counties, Townships, Cities, Villages, Authorities, Libraries, Medical Care Facilities, Road Commissions, Metropolitan Districts, and Electric Utility Systems, etc. that offer a defined benefit pension or health care system	Email	Instructions	Public Act 202 of 2017 (The Protecting Local Government Retirement and Benefits Act)
5583	Application for Waiver of Plan Defined Benefit Pension Retirement Systems	This form is a waiver application for local units of government with an underfunded defined benefit pension system. They are in a fillable PDF format to allow for organization and portability between local units and Treasury. These forms satisfy the waiver option requirement outlined in Public Act 202 of 2017 (MCL 38.2806).	Within 45 days from the preliminary review of underfunded status notification	Counties, Townships, Cities, Villages, Authorities, Libraries, Medical Care Facilities, Road Commissions, Metropolitan Districts, and Electric Utility Systems, etc. that offer a defined benefit pension system	Email	Waiver Application Criteria	Public Act 202 of 2017 (The Protecting Local Government Retirement and Benefits Act)

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