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Through Ohio Treasury's Renew & Rebuild Ohio linked deposit program, small business owners, farmers, and homeowners affected by the floods and severe weather are now eligible to receive interest rate reductions on loans.

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CPIM Exemption Form Information

Public funds managers, excluding county treasurers, who invest in only interim deposits with eligible public depositories (ORC 135.08), no-load money market mutual funds (ORC 135.14) or STAR Ohio (ORC 135.14), or STAR Plus (ORC 135.145) may annually file for exemption from the continuing education requirement found in Ohio Revised Code 135.22.






For questions regarding exemption eligibility, contact your legal advisor, city attorney, and/or county prosecutor for a legal opinion to determine exemption eligibility.  

The Annual Notice of Exemption Form may be obtained here:




The exemption form must be postmarked, emailed or faxed by December 31, 2014 in order to be compliant with Ohio Revised Code 135.22(E).

Electronic Submission

You may file the Annual Notice of Exemption Form electronically by clicking on the Submit button located at the bottom of the exemption form. You must have an email account in order to file your form electronically.

After completing the form, a pop up box will appear asking whether you have a “Desktop Email Application” or an “Internet Email.”  



After selecting which type you have, a new email message will open with your completed Exemption Form attached.  The recipient email address (cpim@tos.ohio.gov) will automatically be populated, and all you need to do is click send to submit the form.

If an email message with the Exemption Form attached does not appear when you click the Submit button, we did NOT receive your form. Contact your IT department or submit the form either by fax or mail.

Other Methods of Submission

 FAX:  (614) 752-8972
 EMAIL:  cpim@tos.ohio.gov
 MAIL:  Ohio Treasurer Josh Mandel
   Attn: Center for Public Investment Management
 30 East Broad Street, 10th Floor
 Columbus, Ohio 43215

You will receive a signed copy of your Annual Notice of Exemption in the mail for your records 2-3 weeks after submission.  If you do not receive this form back, please call our office at (614) 728-4236 or (800) 228-1102, Option #2.

To obtain the form or for questions call (614) 728-4236 or (800) 228-1102, Option #2.



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Describe Yourself (check all that apply)

Office Of Debt Mgmt

The Office of Debt Management plays an important role in the operation of state government: it oversees the borrowing of funds to assure it is completed in an efficient manner.
    

SaveNOW

SaveNOW, a program offered by the State Treasurer through our linked deposit authority, offers a 3% bonus interest on savings accounts for Ohio citizens.
    

Smart Money Choices

A free personal financial-planning conference series for all Ohioans presented by State Treasurer Josh Mandel, and supported by a variety of statewide and regional partners.
    

Top-Bottom Review 2011

Review Outlines Steps to Improve Operations, Safeguard Investments, Leverage Technology, Increase Transparency and Modernize Banking Practices
    

e-Funds Transfer

Electronic Funds Transfers makes tax payments easy. Entities that have received a notice from the Ohio Department of Taxation can register for electronic payment via the website.
    

Veteran's Preference

Veteran’s Preference provides veterans with priority to be accepted into the GrowNOW and Ag-LINK linked-deposit programs.
    

GrowNOW

A partnership between eligible banks and the Ohio Treasury, enables small business owners to receive a 3% interest rate reduction on small business loans for two years with the opportunity for renewal
    

Renew & Rebuild Ohio

Small business owners, farmers and homeowners are eligible to receive financial assistance to rebuild and recover following an emergency.
    

Ag-LINK

A program for farms to receive an interest rate reduction on new or existing loans or lines of credit up to $150,000. Applications are accepted on an annual basis from January through March.
    

CPIM

The Center for Public Investment Management (CPIM) provides continuing education to Ohio’s public funds managers and their oversight authorities.
    

CPIM Conference: Bowling

The CPIM (Center for Public Funds Managers) Academy allows public funds managers to increase their financial competencies in managing and safeguarding Ohio’s tax dollars.
    

CPIM Akron

The CPIM (Center for Public Funds Managers) Academy allows public funds managers to increase their financial competencies in managing and safeguarding Ohio’s tax dollars.
    

CPIM Dayton

The CPIM (Center for Public Funds Managers) Academy allows public funds managers to increase their financial competencies in managing and safeguarding Ohio’s tax dollars.
    

CPIM Columbus

The CPIM (Center for Public Funds Managers) Academy allows public funds managers to increase their financial competencies in managing and safeguarding Ohio’s tax dollars.
    

ECO-Link

A partnership between the State Treasurer and participating banks that provides a 3% interest rate reduction for 5 or 7 years on bank loans when completing energy-efficient upgrades to your home.