Getting Started with CAMP

Participation in CAMP is open to California units of local government. To invest with the Pool, please complete the below steps. If you have questions regarding the documents needed, or help setting up your Connect account, please contact CAMP@pfmam.com.

Step 1

Determine your eligibility to join MOSIP.

MOSIP provides investment services for the following:

  • School Districts – urban, metropolitan and seven director (RSMo §165.051)
  • Municipalities – Cities of the third and fourth classes. Charter cities may be eligible depending on charter authority.
  • Fire Districts (Chapter 321)
  • Ambulance Districts (Chapter 190)
  • Water Districts (Chapter 247)
  • County Sewer Districts (Chapter 249)
  • Metropolitan Sewer Districts (Chapter 204) – only eligible if they have created a sewer sub district (otherwise lacking taxing power).
  • Counties (Chapter 110, RSMo)
  • Community Colleges (Chapter 174.700.1, RSMo)
  • Universities (Chapter 174.700.1, RSMo)

For further guidance, or for the specific statutory reference that relates to your specific municipality or district, contact a MOSIP Program representative.

Step 2

Read the Program’s Information Statement & Intergovernmental Agreement

Membership in the Program requires action. Read and understand the guiding principles of the Program, including additional services available, fees, MOSIP’s investment offerings, and more.

Step 3

Have your Governing Body Adopt a Resolution/Ordinance as applicable

If needed, ensure that proper procedures are followed to adopt an ordinance or resolution to allow for joining the Program.

Step 4

Complete and provide the required documentation

Complete and return the following forms:

  • New investor account application
  • IRS Form W-9
  • Intergovernmental Cooperation Agreement (with executed last page)
  • Investment advisory account application

Once your account is confirmed and opened, you can contact Client Services at 1-877-MY-MOSIP (1-877-696-6747) to schedule a purchase/deposit or redemption/withdraw.

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This information is for institutional investor use only, not for further distribution to retail investors, and does not represent an offer to sell or a solicitation of an offer to buy or sell any fund or other security. Investors should consider the Trust’s investment objectives, risks, charges and expenses before investing in the Trust. This and other information about the Trust is available in the Trust’s current Information Statement, which should be read carefully before investing. A copy of the Trust’s Information Statement may be obtained by calling 1-800-729-7665 or is available on the Trust’s website at www.camponline.com. While the Cash Reserve Portfolio seeks to maintain a stable net asset value of $1.00 per share and the CAMP Term Portfolio seeks to achieve a net asset value of $1.00 per share at the stated maturity, it is possible to lose money investing in the Trust. An investment in the Trust is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Shares of the Trust are distributed by U.S. Bancorp Investments, Inc., member FINRA (www.finra.org). PFM Asset Management is a division of U.S. Bancorp Asset Management, Inc., which serves as administrator and investment adviser to the Trust. U.S. Bancorp Asset Management, Inc. is a direct subsidiary of U.S. Bank N.A. and an indirect subsidiary of U.S. Bancorp. U.S. Bancorp Investments, Inc. is a subsidiary of U.S. Bancorp and affiliate of U.S. Bank N.A.

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