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2000 06 07 IABz P.O. Box 1504 `c, 78-495 CALLE TAMPICO (760) 777-7000 ® LA QUINTA, CALIFORNIA 92253 (TDD) (760) 777-1227 AGENDA INVESTMENT ADVISORY BOARD Study Session Room 78-495 Calle Tampico- La Quinta, CA 92253 June 7, 2000 - 5:30 P.M. I CALL TO ORDER a. Pledge of Allegiance b. Roll Call II PUBLIC COMMENT - (This is the time set aside for public comment on any matter not scheduled on the agenda.) III CONFIRMATION OF AGENDA IV CONSENT CALENDAR A. Approval of Minutes of Meeting on May 10, 2000 for the Investment Advisory Board. V BUSINESS SESSION A. Transmittal of Treasury Report for April, 2000 B. Continued Consideration of Fiscal Year 2000/01 Investment Policy C. Workplan for Fiscal Year 2000/01 VI CORRESPONDENCE AND WRITTEN MATERIAL A. Month End Cash Report - May, 2000 B. Pooled Money Investment Board Reports - March, 2000 C. LAIF Answer Book Update VII BOARD MEMBER ITEMS VIII ADJOURNMENT' 4 INVESTMENT ADVISORY BOARD Business Session: A Meeting Date: June 7, 2000 ITEM TITLE: Transmittal of Treasury Report for April 30, 2000 BACKGROUND: Attached please find the Treasury Report for April 30, 2000. RECOMMENDATION: Review, Receive and File the Treasury Report for April 30, 2000. Finance Director T 0 0 4,f t 4 4 Qum& MEMORANDUM TO: La Quinta City Council FROM: John M. Falconer, Finance Director/Treasurer SUBJECT: Treasurer's Report for April 30, 2000 DATE: May 30, 2000 Attached is the Treasurer's Report for the month ending April 30, 2000. The report is submitted to the City Council each month after a reconciliation of accounts is accomplished by the Finance Dept. The following table summarizes the changes in investment types for the month: Investment Beginning Purchased Sold/Matured Other Change -Ending Cash (1) LAW US Treasuries (2) US Gov't Agencies (2) Commercial Paper (2) Mutual Funds Total $1,167,246 $10,832,650 $19,503,949 $19,790,293 $0 $5,348,920 $56 643 058 1,9901209 $1 990 209 755,339 259,690 999,686 $2 014 715 (8,337) 55,786 $47 449 411,907 10,572,960 21,485,821 19,846,079 0 4,349,234 $56 666 001 ($755,339) (259,690) 1,981,872 55,786 0 (999,686) $22 943 I certify that this report accurately reflects all pooled investments and is in compliance with the California Government Code; and ins in conformity with the City Investment Policy. As Treasurer of the City of La Quinta, I hereby certify that sufficient investment liquidity and anticipated revenues are available to meet the pools expenditure requirements for the next six months. the City of La Quinta used the Bureau of the Public Debt, U.S. Bank Monthly Statement and the Bank of New York Monthly Custodian Report to determine the fair market value of investments at month end. n M. Falconer I ance Director/Treasurer Sr-- 31 o � Date Footnote (1) The amount reported in the other column represents the net increase (decrease) of deposits and withdrawals from the previous month. 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N N •--co m .- Off O p N�p o N C4 N �.I in N Pt, f6 NEON O1 �o (O Nc7pOpp��e�9 N (V O M N O U. cc .-N.-�� MN01Nvcff �Q N 1f> �i�p(�Q ti 88 ��pp ��pp (MO.O�Aa�ci CoG0pppp tDIn 0��0 0 Of on OOf ccp" 0U. cOA0eO��� NMNGO� M�MI"im Me-0 M eO+f M (O � 11) M � Ost 00 (NO � (ND (MtMOfN all xwaM!m a fV�p (A U. in co�ANGOp '�`"�NMf- N aO0 N ? 00 O r wt w� N0 I�j cA KQsO(D(O �p to1�(O (V (� 0 0 OG^O��NO ^ co M ^ OI O z aNW N sON^N MQpN1OA� (V ��Wp ti(ti Nco0 �4 M('7(P oNw cq ~ V co L E „ 7 O > C L H C VNl 'C A C m 0 E m C IN ~ CAS V= C C CL C N m L x N co a y Q_ C 10 U ~ y 0 OfC C N C N Il E C U C Q c ~ c m> m °tf a xx m H 0 c Cy�C yQa cy>�—%jW d ` �i° �5�.a�9 m c c m v C� t m a`f=inOw u'�v�� u z U w` « Z 068 CITY OF LA QUINTA CITY CITY RDA RDA FA BALANCE SHEET 04/30/00 FIXED LONG TERM FIXED LONG TERM FINANCING LONG TERM GRAND CITY ASSETS DEBT RDA ASSETS DEBT AUTHORITY DEBT TOTAL ASSETS: POOLED CASH 1,463,361.82 8,345,206.97 (786.84) 9,807,781.95 LQRP INVESTMENT IN POOLED CASH 805,000.00 805,000.00 INVESTMENTT-BILL/NOTES & OTHER 31,980,000.00 31,980,000.00 AUTO MALL CASH 309,118.44 309,118.44 LQRP CASH 61,988.86 61,966.86 BOND REDEMPTION CASH 11,069.61 28.73 11,098.34 BOND RESERVE CASH BOND PROJECT CASH 13,210,297.40 593,838.24 13,804,135.64 BOND ESCROW CASH PETTY CASH 1,000.00 1,000.00 CASH & INVESTMENT TOTAL 33,753,480.26 22,433,540.84 593,080.13 56,780,101.23 INVESTMENT IN LAND HELD FOR RESALE ACCOUNTS RECEIVABLE 29,931.67 60,983.90 8,260,000.00 8,350,915.57 PREMIUM/DISCOUNT ON INVESTMENT (90.423.90) (11,552.08) (12,123.07) (114,099.05) LQRP-ACCOUNTS RECEIVABLE 56,516.36 56,516.36 INTEREST RECEIVABLE 27,229.46 27,229.46 LOAN/NOTES RECEIVABLE 18,606.17 2,668,850.80 2,687,456.97 DUE FROM OTHER AGENCIES 127,984.00 127,984.00 DUE FROM OTHER GOVERNMENTS DUE FROM OTHER FUNDS 785,501.19 741,656.90 1,527,158.09 DUE FROM RDA 7,113,127.20 7,113,127.20 INTEREST ADVANCE -DUE FROM RDA 1,776,774.34 1,776,774.34 ADVANCES TO OTHER FUNDS 170,780.58 170,780.58 NSF CHECKS RECEIVABLE 1,911.86 1,911.86 ACCRUED REVENUE 833.40 833.40 TRAVEL ADVANCES 2,013.00 2,013.00 EMPLOYEE ADVANCES PREPAID EXPENSES RECEIVABLE TOTAL 9,963,435.57 3,517,289.28 8,247,876.93 21,728,601.78 WORKER COMPENSATION DEPOSIT RENT DEPOSITS UTILITY DEPOSITS 75.00 75.00 MISC. DEPOSITS 2,100.00 2,100.00 DEPOSITS TOTAL 2,175.00 2,175.00 GENERAL FIXED ASSETS 1,356,535.88 15,285,816.00 10,236,506.05 26,878,857.93 ACCUMULATED DEPRECIATION (685,581.27) (685,581.27) AMOUNT AVAILABLE TO RETIRE L/T DEBT 3,395,117.03 3,395,117.03 AMOUNT TO BE PROVIDED FOR Lrr DEBT 1,677,482.02 95,221,384.06 8,260,000.00 105,158,866.08 TOTAL OTHER ASSETS 670,954.61 15,285,816.00 1,677,482.02 10,236,506.05 98,616,501.09 8,260,000.00 134,747,259.77 TOTAL ASSETS 44,390,045.44 15,285,816.00 1,677,482.02 25,950,830.12 10 236 506.05 98,616,501.09 8,840,957.06 8,260,000.00 213,258,137.78_ LIABILITY ACCOUNTS PAYABLE 11,999.44 11,999.44 DUE TO OTHER AGENCIES 928,959.44 928,959.44 DUE TO OTHER FUNDS 575.00 1,517,278.09 9,305.00 1,527,158.09 INTEREST ADVANCE -DUE TO CITY , ACCRUED EXPENSES PAYROLL LIABILITIES 46,924.20 46,924.20 STRONG MOTION INSTRUMENTS 3,584.78 3,584.78 FRINGE TOED LIZARD FEES 28,890.00 28,890.00 SUSPENSE 2,800.00 2,800.00 DUE TO THE CITY OF LA QUINTA PAYABLES TOTAL 1,011,733.42 11,999.44 1,517,278.09 9,305.00 2,550,315.95 ENGINEERING TRUST DEPOSITS SO. COAST AIR QUALITY DEPOSITS ARTS IN PUBLIC PLACES DEPOSITS 427,971.30 427,971.30 LQRP DEPOSITS 15,164.00 15,164.00 DEVELOPER DEPOSITS 1,175,899.20 25,000.00 1,200,899.20 MISC. DEPOSITS 408,271.59 408,271.59 AGENCY FUND DEPOSITS 1,182,185.10 1,182,185.10 TOTAL DEPOSITS 3,194,327.19 40,164.00 3,234,491.19 DEFERRED REVENUE 8,270.67 8,260,000.00 8,268,270.67 OTHER LIABILITIES TOTAL 8,270.67 8,260,000.00 8,268,270.67 COMPENSATED ABSENCES PAYABLE 337,880.86 337,880.86 DUE TO THE CITY OF LA QUINTA 1,327,601.72 8,667,115.34 9,994,717.06 DUE TO COUNTY OF RIVERSIDE 12,486,237.00 12,466,237.00 DUE TO C.V. UNIFIED SCHOOL DIST. 10,068,148.75 10,068,148.75 DUE TO DESERT SANDS SCHOOL DIST. BONDS PAYABLE 67,415,000.00 8,260,000.00 75,675,000.00 TOTAL LONG TERM DEBT 1,665,482.58 98,616,501.09 8,260,000.00 108,541,983.67 TOTAL LIABILITY 4,214,331.28 1,677,482.02 1,557,442.09 98,616,501.09 8,289,305.00 8,260,000.00 122,595,061.48 EQUITY -FUND BALANCE 40,175,714.16 15,285,816.00 24,393,388.03 10,236,506.05 571,652.06 90,663,076.30 TOTAL LIABILITY & EQUITY 44,390,045.44 15,285,816.00 1,677,482.02 25,950,830.12 10 236 506.05 98,616,501.09 8,840,957.06 8,260,000.00 213,258. 337.78 CASH & INVESTMENT TOTAL 56,780,101.23 PREMIUM/DISCOUNT ON INVESTMENT (114,099,05) TOTAL 56,666,002.18 U€�j INVESTMENT ADVISORY BOARD Business Session No. B Meeting Date: June 7, 2000 TITLE: Continued Consideration of Fiscal Year 2000/01 Investment Policies BACKGROUND: Pursuant to State Legislation the City investment policies must be approved on an annual basis by the City Council. This approval is done in June of each year. During the last several months, the Board has met to update the City Investment Policy. Pursuant to the Investment Policy, the Board meets with the City Manager and City Attorney to discuss the Investment Policy before they are forwarded to the City Council for their consideration. In addition, Board Member Moulin has submitted written materials dated May 30, 2000 expressing his concerns of Section IX - U.S. Government and Related Issues. RECOMMENDATION: Forward the revised Investment Policy to the City Council for their consideration with an appropriate recommendation. John M. Falconer, Finance Director May 3012000 Mr. John M. Falconer, Treasurer City of La Quinta 78-495 Calle Tampico La Quinta, CA 92253 Dear John: Donald J. Moulin 78-863 Via Carmel La Quinta, California 92253 (760) 564-1081 Concern with Investment Policy for 2000-2001 Assuming the Investment Policy for 2000-2001 presented for final approval at the June 7, 2000, meeting of the IAB includes the same provisions as tentatively approved at the IAB meeting on May 10, 2000, I intend to vote for approval, but will request that the minutes describe my continuing concern with the investment limitations for securities of U.S. government agencies. I drafted two paragraphs that are attached. I will ask that they be included in the minutes of the June 7, 2000, meeting. Please distribute the comments with the other material for the June 7 meeting so the other board members have an opportunity to see them in advance. This is merely a repetition of the thoughts I expressed at our previous meetings, but I do not want to surprise anyone. I would like it to be covered during the discussion of the Investment Policy on the agenda. Thanks. Sin ely, Donald J. Moulin Board Member Moulin requests that the minutes covering the approval of the Investment Policy for 2000/2001 explain his continuing concern with the U.S. Government and Related Issues section on pages 9 and 10. Last year Board Member Moulin recommended that this section of the Policy be revised to clearly distinguish between direct obligations of the U.S. government backed as to principal and interest by its full faith and credit and obligations of U.S. government agencies, instrumentalities and sponsored enterprises not backed by the full faith and credit of the U.S. government. The Board agreed and changed the Policy to recognize this distinction, but did not adopt Board Member Moulin's recommendation that, once this distinction is made, the investment limitations recognize the difference in credit risk of guaranteed and non -guaranteed financial instruments. Board Member Moulin believes that the investment limitations of 75 % of the categories and 25 % for single issuer should be lower for non -guaranteed than for guaranteed obligations as a recognition of the differing inherent risks. For example, the existing Policy allows the City to invest simultaneously up to 25 % of the portfolio in FNMA obligations, 25 % in FHLMC obiagations, 25 % in FHLB obligations and 25 % in Federal Farm Credit Bank obligations. The purpose of first three of these agencies is to provide funds for home mortgage loans. The latter agency makes loans to farmers. In such circumstances, the City would be 100% at risk for non -guaranteed obligations of U.S. agencies either highly influenced by the real estate market or farm production and prices. Adverse conditions in the real estate and farm markets periodically occur in our system, sometimes at the same time. Board Member Moulin believes that the City subjects itself to unnecessary risk by allowing this concentration of its portfolio, and he favors more restrictive limitations to lower the risk and diversify the portfolio. He voted against approval of the Investment Policy in 1999 partly for this reason. Board Member Moulin recognizes that the Treasurer exercises good judgment to diversify the portfolio and would not concentrate the portfolio in similar risk U.S. agency securities. However, Board Member Moulin believes that the Policy should require such prudence. An example of similar prudence was shown by the Board and the Treasurer in their review of the Investment Policy for LAIF. They recognized that the investments of LAIF have become more risky, and the investment limitation in LAW was lowered from 35 % to 20% of the portfolio. At the same time, investment limitations in commercial paper and in diversified management companies in the form of money market mutual funds were increased to allow the Treasurer greater flexibility in view of the restrictions placed on investments in LAIF. One change allows investments in money market funds that invest in U.S. agency securities, relaxing the former restriction to funds investing only in direct issues of the U.S. Treasury. Board Member Moulin agrees with these changes, but notes that the addition of money market funds investing in U.S. agency securities increases the City's aforementioned exposure to these non -guaranteed obligations. He believes that the Investment Policy, as it does in the LAIF situation, should recognize the risks and include a more restrictive limitation for investments in non -guaranteed U.S. agency securities. INVESTMENT ADVISORY BOARD Meeting Date: TITLE: June 7, 2000 Workplan for Fiscal Year 2000/01 BACKGROUND: Business Session No. C The of this report is to obtain from the Investment Advisory Board issues purpose and items that Staff should consider in developing a workplan and budget for Fiscal Year 2000/01. Based upon recent meetings, Staff has not identified any items that are in addition to the monthly recurring agenda items. RECOMMENDATION: Provid Staff with furt r direction. Jo n M. Falconer, Finance Director CITY OF LA QUINTA Investment Policy Table of Contents Section Tom pie Executive Summary 2 I General Purpose 4 II Investment Policy 4 III Scope 4 IV Objectives 5 ► Safety ► Liquidity ► Yield ► Diversified Portfolio V Prudence 6 VI Delegation of Authority 6 VII Conflict of Interest 7 Vill Authorized Financial Dealers and Institutions 7 ► Broker/Dealers ► Financial Institutions IX Authorized Investments and Limitations 9 Investment Pools 13 XI Safekeeping and Custody 13 XII Interest Earning Distribution Policy 13 XIII Internal Controls and Independent Auditors 14 XIV Benchmark 16 XV Reporting Standards 16 XVI Investment of Bond Proceeds 17 XVII Investment Advisory Board - City of La Quinta 17 XVIII Investment Policy Adoption 17 Appendices: A. Summary of Authorized Investments and Limitations 19 B. Municipal Code Ordinance 2.70 - Investment Advisory Board 20 C. Municipal Code Ordinance 3.08 - Investment of Moneys and Funds 21 D. Segregation of Major Investment Responsibilities 23 E. Listing of Approved Financial Institutions 24 F. Broker/Dealer Questionnaire and Certification 25 G. Investment Pool Questionnaire 30 H. Glossary 34 1 City of La Quinta Investment Policy Executive Summary The general purpose of this Investment Policy is to provide the rules and standards users must follow in investing funds of the City of La Quinta. It is the policy of the City of La Quinta to invest all public funds in a manner which will provide a diversified portfolio with maximum security while meeting daily cash flow demands and the highest investment return in conformity to all state and local statutes. This Policy applies to all cash and investments of the City of La Quinta, La Quinta Redevelopment Agency and the La Quinta Financing Authority, hereafter referred in this document as the "City". The primary objectives, in order of priority, of the City of La Quinta's investment activity shall be: Safety of principal is the foremost objective of the investment program. Investments of the City of La Quinta shall be undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio The investment portfolio shall remain sufficiently liquid to meet all operating requirements that may be reasonably anticipated. The investment portfolio shall be designed with the objective of attaining a market rate of return or yield throughout budgetary and economic cycles, taking into account the investment risk constraints and liquidity needs. Within the constraints of safety, liquidity and yield, the City will endeavor to maintain a diversified portfolio by allocating assets between different types of investments within policy limitations. Investments shall be made with judgment and care - under circumstances then prevailing - which persons of prudence discretion, and intelligence exercise in the management of their own affairs, not for speculation, but for investment, considering the probable safety of their capital as well as the probable income to be derived. Authority to manage the City of La Quinta's investment portfolio is derived from the City Ordinance. Management responsibility for the investment program is delegated to the City Treasurer, who shall establish and implement written procedures for the operation of the City's investment program consistent with the Investment Policy. The Treasurer shall establish and implement a system of internal controls to maintain the safety of the portfolio. In addition, the internal control system will also insure the timely preparation and accurate reporting of the portfolio financial information. As part of the annual audit of the City of La Quinta's financial statements the independent auditor reviews the adequacy of those controls and comments if weaknesses are found. Investment responsibilities carry added duties of insuring that investments are made without improper influence or the appearance to a reasonable person of questionable or improper influence. The City of La Quinta Investment Policy maintains a listing of financial institutions which are approved for investment purposes. All Broker/Dealers and financial institutions selected by the Treasurer to provide investment services will be approved by the City Manager subject to City Council approval. The Treasurer will be permitted to invest only in City approved investments up to the maximum allowable percentages and, where applicable, through the bid process requirements. Authorized investment vehicles and related maximum portfolio positions are listed in Appendix A - Summary of Authorized Investments and Limitations. At least two bids will be required of investments in the authorized investment vehicles. Collateral ization will be required for Certificates of Deposits in excess of $100,000. Collateral will always be held by an independent third party from the institution that sells the Certificates of Deposit to the City. Evidence of compliance with State Collateral ization policies must be supplied to the City and retained by the City Treasurer. The City of La Quinta Investment Policy shall require that each individual investment have a maximum maturity of two years unless specific approval is authorized by the City Council. In addition, the City's investment in the State Local Agency Investment Fund (LAIF) is allowable as long as the average maturity does not exceed two years, unless specific approval is authorized by the City Council. The City's investment in Money Market Mutual funds is allowable as long as the average maturity does not exceed 60 days. The City of La Quinta Investment Policy will use the six month U.S. Treasury Bill as a benchmark when measuring the performance of the investment portfolio. The Investment Policies shall be adopted by resolution of the La Quinta City Council on an annual basis, The Investment Policies will be adopted before the end of June of each year. This Executive Summary is an overall review of the City of La Quinta Investment Policies. Reading this summary does not constitute a complete review which can only be accomplished by reviewing all the pages. 3 City of La Quinta Statement of Investment Policy July 1, 2000 through June 30, 2001 Adopted by the City Council on . . . a The general purpose of this document is to provide the rules and standards users must follow in administering the City of La Quinta cash investments. II INVESTMENT POLICY It is the policy of the City of La Quinta to invest public funds in a manner which will provide a diversified portfolio with safety of principal as the primary objective while meeting daily cash flow demands with the highest investment return. In addition, the Investment Policy will conform to all State and local statutes governing the investment of public funds. III SCOPE This Investment Policy applies to all cash and investments of the City of La Quinta, City of La Quinta Redevelopment Agency and the City of La Quinta Financing Authority, hereafter referred in this document as the "City". These funds are reported in the City of La Quinta Comprehensive Annual financial Report (CAFR) and include: All funds within the following fund types: ► General IN. Special Revenue ► Capital Projects ► Debt Service ► Internal Service ► Trust and Agency ► Any new fund types and fund(s) that may be created. 2 IV OBJECTIVES The primary objective, in order of priority, of the City of La Quinta's investment activity shall be: 1. Safety Safety of principal is the foremost objective of the investment program. Investments of the City of La Quinta shall be undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio in accordance with the permitted investments. The objective will be to mitigate credit risk and interest rate risk. A. Credit Risk Credit Risk - is the risk of loss due to the failure of the security issuer or backer. Credit risk may be mitigated by: ► Limiting investments to the safest types of securities; ► Pre -qualifying the financial institutions, and broker/dealers, which the City of La Quinta will do business; and ► Diversifying the investment portfolio so that potential losses on individual securities will be minimized. B. Interest Rate Risk Interest Rate risk is the risk that the market value of securities in the portfolio will fall due to changes in general interest rates. Interest rate risk may be mitigated by: ► Structuring the investment portfolio so that securities mature to meet cash requirements for ongoing operations, thereby avoiding the need to sell securities on the open market prior to maturity; and ► By investing operating funds primarily in shorter -term securities. 2. Liquidity The investment portfolio shall remain sufficiently liquid to meet all operating requirements that may be reasonably anticipated. This is accomplished by structuring the portfolio so that sufficient liquid funds are available to meet anticipated demands. Furthermore since all possible cash demands cannot be anticipated the portfolio should be diversified and consist of securities with active secondary or resale markets. 5 3. Yield The investment portfolio shall be designed with the objective of attaining a market rate of return throughout budgetary and economic cycles, taking into account the investment risk constraints and liquidity needs. Return on investment is of least importance compared to the safety and liquidity objectives described above. The core of investments are limited to relatively low risk securities in anticipation of earning a fair return relative to the risk being assumed. Securities shall not be sold prior to maturity with the following exceptions: ► A declining credit security could be sold early to minimize loss of principal; ► Liquidity needs of the portfolio require that the security be sold. 4. Diversified Portfolio Within the constraints of safety, liquidity and yield, the City will endeavor to maintain a diversified portfolio by allocating assets between different types of investments within policy limitations. V PRUDENCE The City shall follow the Uniform Prudent Investor Act as adopted by the State of California in Probate Code Sections 16045 through 16054.. Section 16053 sets forth the terms of a prudent person which are as follows: Investments shall be made with judgment and care - under circumstances then prevailing - which persons of prudence, discretion, and intelligence excerise in the professional management of their own affairs, not for speculation, but for investment, considering the probable safety of their capital as well as the probable income to be derived. VI DELEGATION OF AUTHORITY Authority to manage the City of La Quinta's investment portfolio is derived from the City Ordinance. Management responsibility for the investment program is delegated to the City Treasurer, who shall establish written procedures for the operation of the investment program consistent with the Investment Policy. Procedures should include reference to safekeeping, wire transfer agreements, banking service contracts, and collateral/depository agreements. Such procedures shall include explicit delegation of R authority to persons responsible for investment transactions. No person may engage in an investment transaction except as provided under the terms of this Investment Policy and the procedures established by the City Treasurer. The City Treasurer shall be responsible for all transactions undertaken and shall establish a system of controls to regulate the activities of subordinate officials. The City Manager or Assistant City Manager shall approve in writing. all purchases and sales of investments prior to their execution by the City Treasurer. VII CONFLICT OF INTEREST Investment responsibilities carry added duties of insuring that investments are made without improper influence or the appearance of improper influence. Therefore, the City Manager, Assistant City Manager, and the City Treasurer shall adhere to the State of California Code of Economic Interest and to the following: ► The City Manager, Assistant City Manager, and the City Treasurer shall not personally or through a close relative maintain any accounts, interest, or private dealings with any firm with which the City places investments, with the exception of regular savings, checking and money market accounts, or other similar transactions that are offered on a non-negotiable basis to the general public. Such accounts shall be disclosed annually to the City Clerk in conjunction with annual disclosure statements of economic interest. ► All persons authorized to place or approve investments shall report to the City Clerk kinship relations with principal employees of firms with which the City places investments. VIII AUTHORIZED FINANCIAL DEALERS AND INSTITUTIONS The City of La Quinta Investment Policy maintains a listing of financial institutions which are approved for investment purposes. In addition a list will also be maintained of approved broker/dealers selected by credit worthiness, who maintain an office in the State of California. 1. Broker/Dealers who desire to become bidders for investment transactions must supply the City of La Quinta with the following: ► Current audited financial statements ► Proof of National Association of Security Dealers Certification ► Trading resolution ► Proof of California registration ► Resume of Financial broker VA ► Completion of the City of La Quinta Broker/Dealer questionnaire which contains a certification of having read the City of La Quinta Investment Policy The City Treasurer shall evaluate the documentation submitted by the broker/dealer and independently verify existing reports on file for any firm and individual conducting investment related business. The City Treasurer will also contact the following agencies during the verification process: ► National Association of Security Dealer's Public Disclosure Report File - 1-800-289-9999 ► State of California Department of Corporations 1-916-445-3062 All Broker/Dealers selected by the City Treasurer to provide investment services will be approved by the City Manager subject to City Council approval. The City Attorney will perform a legal review of the trading resolution/investment contract submitted by each Broker/Dealer. Each securities dealer shall provide monthly and quarterly reports filed pursuant to U.S. Treasury Department regulations. Each mutual fund shall provide a prospectus and statement of additional information. 2. Financial Institutions will be required to meet the following criteria in order to receive City funds for deposit or investment: A. Insurance - Public Funds shall be deposited only in financial institutions having accounts insured by the Federal Deposit Insurance Corporation (FDIC) B. Collateral - The amount of City of La Quinta deposits or investments not insured by the FDIC -shall be 1 10% collateralized by securities' or 150% mortgages' market values of that amount of invested funds plus unpaid interest earnings. C. Disclosure - Each financial institution maintaining invested funds in excess of the FDIC insured amount shall furnish the City a copy of the most recent Annual Call Report. The City shall not invest in excess of the FDIC insured amount in banking institutions which do not disclose to the city a current listing of securities pledged for collateral ization in public monies. IX AUTHORIZED INVESTMENTS AND LIMITATIONS The City Treasurer will be permitted to invest in the investments summarized in the Appendix A. I. STATE OF CALIFORNIA AND CITY OF LA QUINTA LIMITATIONS As provided in Sections 16429.1, 53601, 53601.1, and 53649 of the Government Code, the State of California limits the investment vehicles available to local agencies as summarized in the following paragraphs. Section 53601, as now amended, provides that unless Section 53601 specifies a limitation on an investment's maturity, no investments with maturities exceeding five years shall be made. The City of La Quinta Investment Policy has specified that no investment may exceed two years. State Treasurer's Local Agency Investment Fund (LAIF) - As authorized in Government Code Section 16429.1 and by LAIF procedures, local government agencies are each authorized to invest a maximum of $30 million per account in this investment program administered by the California State Treasurer. The City's investment in the State Local Agency Investment Fund (LAIF) is allowable as long as the average maturity of its investment portfolio does not exceed two years, unless specific approval is authorized by the City Council. The City of La Quinta has two accounts with LAIF. The City of La Quinta Investment Policy has a limitation of 35% 20% (with a commitment from staff to manage at 15%) of the portfolio. U.S. Government and Related Issues - As authorized in Government Code Sections 53601 (a) through (n) as they pertain to surplus funds, this category includes a wide variety of government securities which include the following: • Local government bonds or other indebtedness and State bonds or other indebtedness. The City of La Quinta Investment Policy does not allow investments in local and state indebtedness • U.S. Treasury bills, notes and bonds directly issued and backed by the full faith and credit of the U.S. Government. The City of La Quinta Investment Policy limits investments in U.S. Treasury issues to 75% of the portfolio. • U.S. Government agencies issuing securities backed as to principal and interest by the full faith and credit of the U.S. Government. Government National Mortgage Association (GNMA) is such an agency. The City of La Quinta Investment Policy has a limitation of 75% of the portfolio with a single issuer limit of 25% of the portfolio. • U.S. Government instrumentalities and agencies issuing securities not backed as to principal and interest by the full faith and credit of the U.S. Government. The Federal Home Loan Bank (FHLB), Federal Farm Credit Bank (FFCB), Federal Land Bank (FLB) and Federal Intermediate Credit Bank (FICB) are such issuers. The City of La Quinta Investment Policy has a limitation of 75% of the portfolio with a single issuer limit of 25% of the portfolio. • Federal government sponsored enterprises (GSEs) issuing securities not backed as to principal and interest by the full faith and credit of the U.S. Government. These GSEs include Federal National Mortgage Association (FNMA), Federal Home Loan Mortgage Corporation (FHMC) and Student Loan Marketing Association (SLMA) which are publicly owned. The City of La Quinta Investment Policy has a limitation of 75% of the portfolio with a single issuer limit of 25% of the portfolio. Bankers' Acceptances - As authorized in Government Code Section 53601 (f), 40% of the portfolio may be invested in Bankers' Acceptances, although no more than 30% of the portfolio may be invested in Bankers' Acceptances with any one commercial bank. Additionally, the maturity period cannot exceed 270 days; however, Bankers' Acceptances are seldom marketed with maturities in excess of 180 days. The City of La Quinta Investment Policy does not allow investment in Bankers' Acceptances. Commercial Paper - As authorized in Government Code Section 53601(g), 15% of the portfolio may be invested in commercial paper of the highest rating (A-1 or P-1) as rated by Moody's or Standard and Poor's, with maturities not to exceed 180 days. This percentage may be increased to 30% if the dollar weighted average maturity does not exceed 31 days. The City of La Quinta Investment Policy only allows investments in commercial paper to 30% of the portfolio with a maximum maturity of 39 90 days per issue. There are a number of other qualifications regarding investments in commercial paper based on the financial strength of the corporation and the size of the investment. The City of La Quinta Investment Policy also limits Commercial Paper to no more than $+ 2 million dollars in any one entity at any time for no more than W 90 days. The City of La Quinta follows The Government Code with the following two (2) restrictions of a maximum maturity per issue of 90 days and $2 million per issuer. Negotiable Certificates of Deposit- As authorized in Government Code Section 53601(h), 30% of the portfolio may be invested in negotiable certificates of 'deposit issued by commercial banks and savings and loan associations. The City of La Quinta Investment Policy does not allow investment in Negotiable Certificates of Deposit. Repurchase and Reverse Repurchase Agreements - As authorized in Government Code Section 53601(i), these investment vehicles are agreements between the local agency and seller for the purchase of government securities to be resold at a specific date and for a specific amount. Repurchase agreements are generally used for short term investments varying from one day to two weeks. There is no legal limitation on the amount of the repurchase agreement. However, the maturity period cannot exceed one year. The market value of securities underlying a repurchase agreement shall a at least 102% of the funds invested and shall be valued at least quarterly. The City of La Quinta Investment Policy does not allow investment in Repurchase Agreements. The term "reverse repurchase agreement" means the sale of securities by the local agency pursuant to an agreement by which the local agency will repurchase such securities on or before a specific date and for a specific amount. As provided in Government Code Section 53635, reverse repurchase agreements require the prior approval of the City Council. The City of La Quinta Investment Policy does not allow investment in Reverse Repurchase Agreements. Corporate Notes - As authorized in Government Code Section 53601 (j), local agencies may invest in corporate notes for a maximum period of five years in an amount not to exceed 30% of the agency's portfolio. The notes must be issued by corporations organized and operating in the United States or by depository institutions licensed by the United States or any other state and operating in the United States. The City of La Quinta Investment Policy does not allow investment in corporate notes. Diversified Management Companies - As authorized in Government Code Section 53601 (k), local agencies are authorized to invest in shares of beneficial interest issued by diversified management companies (mutual funds) in an amount not to exceed 20% of the agency's portfolio. There are a number of other qualifications and restrictions regarding allowable investments in corporate notes and shares of beneficial interest issued by mutual funds which include (1) attaining the highest ranking or the highest letter and numerical rating provided by not less than two of the three largest nationally recognized rating services, or (2) having an investment advisor registered with the Securities and Exchange Commission with not less than five years' experience investing in the securities and obligations and with assets under management in excess of five hundred million dollars ($500,000,000). The City of La Quinta Investment Policy only allows investments in mutual funds that are 11 money market funds maintaining a par value of $1 per share that invests in direct issues of the U. S. Treasury and/or US Agency Securities with an average maturity of their portfolio not exceeding 60/90 days and the City limits such investments to 20% of the portfolio. Mortoaae-Backed Securities - As authorized in Government code Section 53601(n), local agencies may invest in mortgage -backed securities such as mortgage pass -through securities and collateralized mortgage obligations for a maximum period of five years in an amount not to exceed 20% of the agency's portfolio. Securities eligible for investment shall have a "A" or higher rating. The City of La Quinta Investment Policy does not allow investment in Mortgage - Backed Securities. Financial Futures and Financial Option Contracts - As authorized in Government Code Section 53601.1, local agencies may invest in financial futures or option contracts in any of the above investment categories subject to the same overall portfolio limitations. The City of La Quinta Investment Policy does not allow investments in financial futures and financial option contracts. Certificates of Deposit - As authorized in Government Code Section 53649, Certificates of Deposit are fixed term investments which are required to be collateralized from 1 10% to 150% depending on the specific security pledged as collateral in accordance with Government Code Section 53652. There are no portfolio limits on the amount or maturity for this investment vehicle. Collateral ization will be required for Certificates of Deposits in excess of the FDIC insured amount. The type of collateral is limited to City authorized investments. Collateral will always be held by an independent third party from the institution that sells the Certificates of Deposit to the City. Evidence of compliance with State Collateral ization policies must be supplied to the City and retained by the City Treasurer as follows: 1. Certificates of Deposits Insured by the FDIC. The City Treasurer may waive collateral ization of a deposit that is federally insured. 2. Certificates of Deposit in excess of FDIC Limits. The amount not federally insured shall be 110% collateralized by securities or 150% mortgages market value of that amount of invested funds plus unpaid interest earnings. The City of La Quinta Investment Policy limits the percentage of Certificates of Deposit to 60% of the portfolio. 12 Sweep Accounts - As authorized by the City Council, a U.S. Treasury and/or U.S. Agency Securities Money Market Sweep Account with a $50,000 target balance may be maintained in conjunction with the checking account. Derivatives - The City of La Quinta Investment Policy does not allow investment in derivatives. X INVESTMENT POOLS There are three (3) types of investment pools: 1) state -run pools, 2) pools that are operated by a political subdivision where allowed by law and the political subdivision is the trustee i.e. County Pool; and 3) pools that are operated for profit by third parties. The City of La Quinta Investment Policy has authorized investment with the State of California's Treasurers Office Local Agency Investment Fund commonly referred to as LAIF. LAIF was organized in 1977 through State Legislation Section 16429.1, 2 and 3. Each LAIF account is restricted to a maximum investable limit of $30 million. In addition, LAIF will provide quarterly market value information to the City of La Quinta. On an annual basis the City Treasurer will submit the Investment Pool Questionnaire to LAIF. Also, prior to opening any new Investment Pool account, which would require City Council approval, the City Treasurer will require the completion of the Investment Pool Questionnaire. The City does not allow investments with any other Investment Pool - County Pools or Third Party Pools. XI SAFEKEEPING AND CUSTODY All security transactions of the City of La Quinta Investment Policy shall be conducted on a delivery - versus - payment (DVP) basis. Securities will be held by a third party custodian designated by the City Treasurer and evidenced by safekeeping receipts. Deposits and withdrawals of money market mutual funds and LAIF shall be made directly to the entity and not to an investment advisor, broker or dealer. Money market mutual funds and LAIF shall also operate on a DVP basis to be considered for investment. XII INTEREST EARNING DISTRIBUTION POLICY Interest earnings is generated from pooled investments and specific investments. 13 1. Pooled Investments - It is the general policy of the City to pool all available operating cash of the City of La Quinta, La Quinta Redevelopment Agency and La Quinta Financing Authority and allocate interest earnings, in the following order, as follows: A. Payment to the General Fund of an amount equal to the total annual bank service charges as incurred by the general fund for all operating funds as included in the annual operating budget. B. Payment to the General Fund of a management fee equal to 5 % of the annual pooled cash fund investment earnings. C. Payment to each fund of an amount based on the average computerized daily cash balance included in the common portfolio for the earning period. 2. Specific Investments - Specific investments purchased by a fund shall incur all earnings and expenses to that particular fund. . 1 , . 41119 , ; The City Treasurer shall establish a system of internal controls to accomplish the following objectives: 0. Safeguard assets; ► The orderly and efficient conduct of its business, including adherence to management policies; ► Prevention or detection of errors and fraud; ► The accuracy and completeness of accounting records; and, ► Timely preparation of reliable financial information. While no internal control system, however elaborate, can guarantee absolute assurance that the City's assets are safeguarded, it is the intent of the City's internal control to provide a reasonable assurance that management of the investment function meets the City's objectives. The internal controls shall address the following: a. Control of collusion. Collusion is a situation where two or more employees are working in conjunction to defraud their employer. b. Separation of transaction authority from accounting and record keeping. By separating the person who authorizes or performs the transaction from the people who record or otherwise account for the transaction, a separation of duties is achieved. 14 C. Custodial safekeeping. Securities purchased from any bank or dealer including appropriate collateral (as defined by State Law) shall be placed with an independent third party for custodial safekeeping. d. Avoidance of physical delivery securities. Book entry securities are much easier to transfer and account for since actual delivery of a document never takes place. Delivered securities must be properly safeguarded against loss or destruction. The potential for fraud and loss increases with physically delivered securities. e. Clear delegation of authority to subordinate staff members. Subordinate staff members must have a clear understanding of their authority and responsibilities to avoid improper actions. Clear delegation of authority also preserves the internal control structure that is contingent on the various staff positions and their respective responsibilities as outlined in the Segregation of Major Investment Responsibilities appendices. f. Written confirmation or telephone transactions for investments and wire transfers. Due to the potential for error and improprieties arising from telephone transactions, all telephone transactions shall be supported by written communications and approved by the appropriate person. Written communications may be via fax if on letterhead and the safekeeping institution has a list of authorized signatures. Fax correspondence must be supported by evidence of verbal or written follow-up. g. Development of a wire transfer agreement with the City's bank and third party custodian. This agreement should outline the various controls, security provisions, and delineate responsibilities of each party making and receiving wire transfers. The System of Internal Controls developed by the City, shall be reviewed annually by the independent auditor in connection with the annual audit of the City of La Quinta's Financial Statements. The independent auditor's management letter comments pertaining to cash and investments, if any, shall be directed to the City Manager who will direct the City Treasurer to provide a written response to the independent auditor's letter. The management letter comments pertaining to cash and investment activities and the City Treasurer's response shall be provided to the City's Investment Advisory Board for their consideration. Following the completion of each annual audit, the independent auditor shall meet with the Investment Advisory Board and discuss the auditing procedures performed and the review of internal controls for cash and investment activities. 15 XIV BENCHMARK The investment portfolio shall be designed with the objective of obtaining a rate of return throughout budgetary and economic cycles commensurate with the investment risk constraints and the cash flow needs of the City. Return on investment is of least importance compared to safety and liquidity objectives. The City of La Quinta Investment Policy will use the six month U.S. Treasury Bill as a benchmark when measuring the performance of the investment portfolio. XV REPORTING STANDARDS SB564 section 3 requires a quarterly report to the Legislative Body of Investment activities. The City of La Quinta Investment Advisory Board has elected to report the investment activities to the City Council on a monthly basis through the Treasurers Report. The City Treasurer shall submit a monthly Treasurers Report to the City Council and the Investment Advisory Board that includes all cash and investments under the authority of the Treasurer. The Treasurers Report shall summarize cash and investment activity and changes in balances and include the following: ► A certification by City Treasurer; ► A listing of Purchases and sales/maturities of investments; ► Cash and Investments categorized by authorized investments, except for LAIF which will be provided quarterly and show yield and maturity; ► Comparison of month end actual holdings to Investment Policy limitations; ► Current year and prior year monthly history of cash and investments for trend analysis; ► Balance Sheet; ► Distribution of cash and investment balances by fund; ► A comparison of actual and surplus funds; ► A year to date historical cash flow analysis and projection for the next six months. KWEIM 1 k Kola:• --• The City's Investment Policy shall govern bond proceeds and bond reserve fund investments. California Code Section 5922 (d) governs the investment of bond proceeds and reserve funds in accordance with bond indenture provisions which shall be structured in accordance with the City's Investment Policy. W Arbitrage Requirement The US Tax Reform Act of 1986 requires the City to perform arbitrage calculations as required and return excess earnings to the US Treasury from investments of proceeds of bond issues sold after the effective date of this law. This arbitrage calculations may be contracted with an outside source to provide the necessary technical assistance to comply with this regulation. Investable funds subject to the 1986 Tax Reform Act will be kept segregated from other funds and records will be kept in a fashion to facilitate the calculations. The City's investment position relative to the new arbitrage restrictions is to continue pursuing the maximum yield on applicable investments while ensuring the safety of capital and liquidity. It is the City's position to continue maximization of yield and to rebate excess earnings, if necessary. XVII INVESTMENT ADVISORY BOARD - CITY OF LA QUINTA The Investment Advisory Board (IAB) consists of seven members of the community that have been appointed by and report to the City Council. The IAB usually meets on a monthly basis, but at least Iquarterly to (1) review at least annually the City's Investment Policy and recommend appropriate changes; (2) review monthly Treasury Report and note compliance with the Investment Policy and adequacy of cash and investments for anticipated obligations; (3) receive and consider other reports provided by the City Treasurer; (4) meet with the independent auditor after completion of the annual audit of the City's financial statements, and receive and consider the auditor's comments on auditing procedures, internal controls and findings for cash and investment activities, and; (5) serve as a resource for the City Treasurer on matters such as proposed investments, internal controls, use or change of financial institutions, custodians, brokers and dealers. The appendices include City of La Quinta Ordinance 2.70 entitled Investment Advisory Board Provisions. XVIII INVESTMENT POLICY ADOPTION On an annual basis, the Investment policies will be initially reviewed by the Investment Advisory Board and the City Treasurer. The Investment Advisory Board will forward the Investment policies, with any revisions, to the City Manager and City Attorney for their review and comment. A joint meeting will be held with the Investment Advisory Board, City Manager, City Attorney, and City Treasurer to review the Investment policies and comments, prior to submission to the City Council for their consideration. The Investment Policies shall be adopted by resolution of the City of La Quinta City Council on an annual basis. The Investment Policies will be adopted before the end of June of each year. 17 Appendix A 8 cQxEtn ^ •7 � � H ��� U U � a a ci c oW ci U O � P to � La v m to j E E � L La X l0 2 N N N N $j N N w N N 3 LLc 3 c alto 8 8a E� E kC �?G y pQ C � x o (/i C C 8 $ c v _O G p 1p 7 K QQ O � 0 0 0 t E U) Xti o 0 0 1 1 3 a 3 0. 8 3 c E�G'aE 3 a. 0 CL osU) o o U) CNaR g T< CL (n a a Ic 1A p�p t0 1A 1n p�p W 70 fh U) N pp� m 7 tp N 7 Q _ Loa `S h C o p to tp_A cm to "c coo av W U w E t0 � U vi C c 10 N v S fn .. .. Q mU N .0 �u Z E yam :-cU. � v o C E U) c CCam y O p C9c� �° .0 � �uotppi �.~ ci ii m ci O N N y C m� C z tp�tp' Y V) Y O) 'CO v C O O C c O c v c� r w c w C C v �v_�_�pc10B C O m U J 7 a aF N > E$ zx9LT :r �¢ 1 Et o ,`U-t N �j�'Ta�ia�ia�ia�ia�ia�i v _Q�' O H E H U t ci . . . . a J f0 c a N M M CV) to 10 h c c E • H L .r N E E 8 w � m a E c m u� N c E q� d E ttcq U r- � s75 y Q c $ FE - ci v O p 7 SQ 2S c o > c E ¢ y `C1 �d U) T� tp C E C C T C c U c ' r d S m E U Q� C T� N �m r- aU w vc L N L� N 8N c y c ;� o L E {aQ� N c U) 8 T a m c ; c w E -2 o y� m yLL u) c E$' o a c it E v taa O 2R _m d N M w N tD lk 141 11t U) aci o '" 8 C.- U) N Elm�v c w E > c N '0 4 c 9v t 4-1>' oa�Eo y C-w yUN)) c _v 1U/m c c a o>>'ny Sc-gi8d E'CO 'w� t`o Et�u�w �alc �`°`$ ca c�v 8 w _ r O� N'iA U� CCO a t % F- W w C 18 Appendix B Chapter 2.70 INVESTMENT ADVISORY BOARD PROVISIONS Sections: 2.70.010 General Rules Regarding Appointment. 2.70.020 Board meetings. 2.70.030 Board functions. 2.70.010 General rules regarding appointment A. Except as set out below, see Chapter 2.06 for General Provisions. B. The Investment Advisory Board (the "board") is a standing board composed of seven (7) members from the public that are appointed by city council. La Quinta residency is preferred, but not a requirement for board members. Recruitment for members may be advertised outside of the city". C. Background in the investment field and/or related experience is preferred. Background information will be required and potential candidates must agree to a background check and verification. D. On an annual basis, in conjunction with the Political Reform Act disclosure statutes, or at any time if a change in circumstances warrants, each board member will provide the City Council with a disclosure statement which identifies any matters that have a bearing on the appropriateness of that member's service on the board. Such matters may include, but are not limited to, changes in employment, changes in residence, or changes in clients. 2.70.020 Board meetings. The Board usually will meet monthly, but this schedule may be extended to quarterly meetings upon the concurrence of the Board and the City Council. The specific meeting dates will be determined by the Board Members and meetings may be called for on an as needed basis. 2.70.030 Board functions. A. The principal functions of the Board are: (1) review at least annually the City's Investment Policy and recommend appropriate changes; (2) review monthly Treasury Report and note compliance with the Investment Policy and adequacy of cash and investments for anticipated obligations; (3) receive and consider other reports provided by the City Treasurer; (4) meet with the independent auditor after completion of the annual audit of the City's financial statements, and receive and consider the auditor's comments on auditing procedures, internal controls, and findings for cash and investment activities, and; (5) serve as a resource for the City Treasurer on matters such as proposed investments, internal controls, use or change of financial institutions, custodians, brokers and dealers. B. The Board will report to the City Council after each meeting either in person or through correspondence at a regular City Council meeting. 19 Appendix C Chapter 3.08 INVESTMENT OF MONEYS AND FUNDS Sections: 3.08.010 Investment of city moneys and deposit of securities. 3.08.020 Authorized investments. 3.08.030 Sales of securities. 3.08.040 City bonds. 3.08.050 Reports. 3.08.060 Deposits of securities. 3.08.070 Trust fund administration. 3.08.010 Investment of city moneys and deposit of securities. Pursuant to, and in accordance with, and to the extent allowed by, Sections 53607 and 53608 of the Government Code, the authority to invest and reinvest moneys of the city, to sell or exchange securities, and to deposit them and provide for their safekeeping, is delegated to the city treasurer. (Ord. 2 § 1 (part), 1982) 3.08.020 Authorized investments. Pursuant to the delegation of authority in Section 3.08.010, the city treasurer is authorized to purchase, at their original sale or after they have been issued, securities which are permissible investments under any provision of state law relating to the investing of general city funds, including but not limited to Sections 53601 and 53635 of the Government Code, as said sections now read or may hereafter be amended, from moneys in his custody which are not required for the immediate necessities of the city and as he may deem wise and expedient, and to sell or exchange for other eligible securities and reinvest the proceeds of the securities so purchased. (Ord. 2 § 1 (part), 1982) 3.08.030 Sales of Securities. From time to time the city treasurer shall sell the securities in which city moneys have been invested pursuant to this chapter, so that the proceeds may, as appropriate, be applied to the purchase for which the original purchase money may have been designated or placed in the city treasury. (Ord. 2 § I (part), 3.08.040 City bonds. Bonds issued by the city and purchased pursuant to this chapter may be canceled either in satisfaction of sinking fund obligations or otherwise if proper and appropriate; provided, however, that the bonds may be held uncancelled and while so held may be resold. (Ord. 2 § 1 (part), 1982) 011 3.08.050 Reports. The city treasurer shall make a monthly report to the city council of all investments made pursuant to the authority delegated in this chapter. (Ord. 2 § 1 (part), 1982) 3.08.060 Deposits of securities. Pursuant to the delegation of authority in Section 3.08.010, the city treasurer is authorized to deposit for safekeeping, the securities in which city moneys have been invested pursuant to this chapter, in any institution or depository authorized by the terms of any state law, including but not limited to Section 53608 of the Government Code as it now reads or may hereafter be amended. In accordance with said section, the city treasurer shall take from the institution or depository a receipt for the securities so deposited and shall not be responsible for the securities delivered to and receipted for by the institution or depository until they are withdrawn therefrom by the city treasurer. (Ord. 2 § 1 (part), 1982 3.08.070 Trust fund administration. Any departmental trust fund established by the city council pursuant to Section 36523 of the Government Code shall be administered by the city treasurer in accordance with Section 36523 and 26524 of the Government code and any other applicable provisions of law. (Ord. 2 § 1 (part), 1982) 21 Appendix D SEGREGATION OF MAJOR INVESTMENT RESPONSIBILITIES Function Responsibilities Develop formal Investment Policy City Treasurer Recommend modifications to Investment Policy Investment Advisory Board Review formal Investment Policy and recommend City Manager and City Council action City Attorney Adopt formal Investment Policy City Council Review Financial Institutions & Select Investments City Treasurer Approve investments City Manager or Assistant City Manager Execute investment transactions City Treasurer Confirm wires, if applicable City Manager or Accounting Manager Record investment transactions in City's accounting records Accounting Manager Investment verification - match broker confirmation to City investment records Account ' Technician Reconcile investment records - to accounting records and bank statements - to Treasurers Report of investments Account Technician Security of investments at City Vault Security of investments Outside City Third Party Custodian Review internal control procedures External Auditor 22 Appendix E LISTING OF APPROVED FINANCIAL INSTITUTIONS 1. Banking Services - Wells Fargo Bank, Government Services, patio Los Angeles, California 2. Custodian Services - Bank of New York, Los Angeles, California 3. Deferred Compensation - International City/County Management Association Retirement Corporation 4. Broker/Dealer Services - Merrill Lynch, Indian Wells, CA Morgan Stanley Dean Witter, San Frai Los Angeles, California Salomon Smith Barney, Newport Beach, CA 5. Government Pool - State of California Local Agency Investment Fund City of La Quinta Account La Quinta Redevelopment Agency 6. Bond Trustees - 1991 City Hall Revenue Bonds - US Bank 1991 RDA Project Area 1 - US Bank 1992 RDA Project Area 2 - US Bank 1994 RDA Project Area 1 - US Bank 1995 RDA Project Area 1 & 2 - US Bank Assessment Districts - US Bank No Changes to this listing may be made without City Council approval. 23 Appendix F BROKER/DEALER QUESTIONNAIRE AND CERTIFICATION 1. Name of Firm: 2. Address: 3. 3 Telephone: ( ) Broker's Representative to the City (attach resume): Name: Title: Telephone: ( ) 5. Manager/Partner-in-charge (attach resume): Name: Title: Telephone: 6. List all personnel who will be trading with or quoting securities to City employees (attach resume) Name: Title: Telephone: ( ) ( ) 7. Which of the above personnel have read the City's Investment Policy? 8. Which instruments are offered regularly by your local office? (Must equal 100%) % U.S. Treasuries % BA's % Commercial Paper % C D's % Mutual Funds % Agencies (specify): 24 % Repos % Reverse Repos % CMO's % Derivatives % Stocks/Equities % Other (specify): 9. References -- Please identify your most directly comparable public sector clients in our geographical area. Entity Contact Telephone Client Since Entity Contact Telephone Client Since 10. Have any of your clients ever sustained a loss on a securities transaction arising from a misunderstanding or misrepresentation of the risk characteristics of the instrument? If so, explain. 11. Has your firm or your local office ever been subject to a regulatory or state/ federal agency investigation for alleged improper, fraudulent, disreputable or unfair activities related to the sale of securities? Have any of your employees been so investigated? If so, explain. 12. Has a client ever claimed in writing that y u were responsible for an investment loss? Yes No If yes, please provide action taken Has a client ever claimed in writing that your firm was responsible for an investment loss? Yes No If yes, please provide action taken 25 Do yqu have any current, or pending complaints that are unreported to the NASD? Yes No If yes, please provide action taken Does your firm have any current, or pending complaints that are unreported to the NASD? Yes . No If yes, please provide action taken 13. Explain your clearing and safekeeping procedures, custody and delivery process. Who audits these fiduciary responsibilities? Latest Audit Report Date 14. How many and what percentage of your transactions failed. Last month? % $ Last year? % $ 15. Describe the method your firm would use to establish capital trading limits for the City of La Quinta. 16. Is your firm a member in the S.I.P.C. insurance program. Yes No If yes, explain primary and excess coverage and carriers. 17. What portfolio information, if any, do you require from your clients? 26 18. What reports and transaction confirmations or any other research publications will the City receive? 19. Does your firm offer investment training to your clients? Yes No 20. Does your firm have professional liability insurance. Yes No If yes, please provide the insurance carrier, limits and expiration date. 21. 22. Please list your NASD Registration Number Do you have any relatives who work at the City of La Quinta? Yes No If yes, Name and Department 23. Do you maintain an office in California. Yes No 24. Do you maintain an office in La Quinta or Riverside County? Yes No 25. Please enclose the following: • Latest audited financial statements. • Samples of reports, transaction confirmations and any other research/publications the City will receive. • Samples of research reports and/or publications that your firm regularly provides to clients. • Complete schedule of fees and charges for various transactions. 'CERTIFICATION' *CERTIFICATION* I hereby certify that I have personally read the Statement of Investment Policy of the City of La Quinta, and have implemented reasonable procedures and a system of controls designed to preclude imprudent investment activities arising out of transactions conducted between our firm and the City of La Quinta. All sales personnel will be routinely informed of the City's investment objectives, horizons, outlooks, strategies and risk constraints whenever we are so advised by the City. We pledge to exercise due diligence in informing the City of La Quinta of all foreseeable risks associated with financial transactions conducted with our firm. By signing this document the City of La Quinta is authorized to conduct any and all background checks. 27 Under penalties of perjury, the responses to this questionnaire are true and accurate to the best of my knowledge. Broker Representative Date Title Sales Manager and/or Managing Date Title Partner* Appendix G INVESTMENT POOL QUESTIONNAIRE Note: This Investment Pool Questionnaire was developed by the Government Finance Officers Association (GFOA). Prior to entering a pool, the following questions and issues should be considered. SECURITIES Government pools may invest in a broader range of securities than your entity invests in. It is important that you are aware of, and are comfortable with, the securities the pool buys. 1. Does the pool provide a written statement of Investment Policy and objectives? 2. Does the statement contain: a. A description of eligible investment instruments? b. The credit standards for investments? c. The allowable maturity range of investments? d. The maximum allowable dollar weighted average portfolio maturity? e. The limits of portfolio concentration permitted for each type of security? f. The policy on reverse repurchase agreements, options, short sales and futures? 3. Are changes in the policies communicated to the pool participants? 4. Does the pool contain only the types of securities that are permitted by your Investment Policy? INTEREST Interest is not reported in a standard format, so it is important that you know how interest is quoted, calculated and distributed so that you can make comparisons with other investment alternatives. Interest Calculations 1. Does the pool disclose the following about yield calculations: a. The methodology used to calculate interest? (Simple maturity, yield to maturity, etc.) b. The frequency of interest payments? c. How interest is paid? (Credited to principal at the end of the month, each quarter; mailed?) 29 d. How are gains/losses reported? Factored monthly or only when realized? REPORTING 1. Is the yield reported to participants of the pool monthly? (If not, how often?) 2. Are expenses of the pool deducted before quoting the yield? 3. Is the yield generally in line with the market yields for securities in which you usually invest? 4. How often does the pool report, and does that report include the market value of securities? SECURI T Y The following questions are designed to help you safeguard your funds from loss of principal and loss of market value. 1. Does the pool disclose safekeeping practices? 2. Is the pool subject to audit by an independent auditor? 3. Is a copy of the audit report available to participants? 4. Who makes the portfolio decisions? 5. How does the manager monitor the credit risk of the securities in the pool? 6. Is the pool monitored by someone on the board of a separate neutral party external to the investment function to ensure compliance with written policies? 7. Does the pool have specific policies with regards to the various investment vehicles? a. What are the different investment alternatives? b. What are the policies for each type of investment? 8. Does the pool mark the portfolio to its market value? 9. Does the pool disclose the following about how portfolio securities are valued: a. The frequency with which the portfolio securities are valued? b. The method used to value the portfolio (cost, current value, or some other 30 method)? OPERA TONS The answers to these questions will help you determine whether this pool meets your operational requirements: 1. Does the pool limit eligible participants? 2. What entities are permitted to invest in the pool? 3. Does the pool allow multiple accounts and sub -accounts? 4. Is there a minimum or maximum account size? 5. Does the pool limit the number of transactions each month? What is the number of transactions permitted each month? 6. Is there a limit on transaction amounts for withdrawals and deposits? a. What is the minimum and maximum withdrawal amount permitted? b. What is the minimum and maximum deposit amount permitted? 7. How much notice is required for withdrawals/deposits? 8. What is the cutoff time for deposits and withdrawals? 9. Can withdrawals be denied? 10. Are the funds 100% withdrawable at anytime? 11. What are the procedures for making deposits and withdrawals? a. What is the paperwork required, if any? b. What is the wiring process? 12. Can an account remain open with a zero balance? 13. Are confirmations sent following each transaction? 31 STA TEMENTS It is important for you and the agency's trustee (when applicable), to receive statements monthly so the pool's records of your activity and holding are reconciled by you and your trustee. 1. Are statements for each account sent to participants? a. What are the fees? b. How often are they passed? c. How are they paid? d. Are there additional fees for wiring funds (what is the fee)? 2. Are expenses deducted before quoting the yield? QUESTIONS TO CONSIDER FOR BOND PROCEEDS It is important to know (1) whether the pool accepts bond proceeds and (2) whether the pool qualifies with the U.S. Department of the Treasury as an acceptable commingled fund for arbitrage purposes. 1. Does the pool accept bond proceeds subject to arbitrage rebate? 2. Does the pool provide accounting and investment records suitable for proceeds of bond issuance subject to arbitrage rebate? 3. Will the yield calculation reported by the pool be acceptable to the IRS or will it have to be recalculated? 4. Will the pool accept transaction instructions from a trustee? 5. Are you allowed to have separate accounts for each bond issue so that you do not commingle the interest earnings of funds subject to rebate with funds not subject to regulations? 32 Appendix H GLOSSARY . (Adopted from the Municipal Treasurers Association) The purpose of this glossary is to provide the reader of the City of La Quinta investment policies with a better understanding of financial terms used in municipal investing. AGENCIES: Federal agency securities and/or Government -sponsored enterprises. ASKED: The price at which securities are offered. BANKERS' ACCEPTANCE (BA): A draft or bill of exchange accepted by a bank or trust company. The accepting institution guarantees payment of the bill, as well as the issuer. BID: The price offered by a buyer of securities. (When you are selling securities, you ask for a bid.) See Offer. BROKER: A broker brings buyers and sellers together for a commission. CERTIFICATE OF DEPOSIT (CD): A time deposit with a specific maturity evidenced by a certificate. Large -denomination CD's are typically negotiable. COLLATERAL: Securities, evidence of deposit or other property which a borrower pledges to secure repayment of a loan. Also refers to securities pledged by a bank to secure deposits of public monies. COMMERCIAL PAPER: S h o r t- t e r m unsecured promissory notes issued by a corporation to raise working capital. These negotiable instruments are purchased at a discount to par value or at par value with interest bearing. Commercial paper is issued by corporations such as General Motors Acceptance Corporation, IBM, Bank America, etc. COMPREHENSIVE ANNUAL FINANCIAL REPORT (CAFR): The official annual report for the City of La Quinta. It includes five combined statements for each individual fund and account group prepared in conformity with GAAP. It also includes supporting schedules necessary to demonstrate compliance with finance -related legal and contractual provisions, extensive introductory material, and a detailed Statistical Section. COUPON: (a) The annual rate of interest that a bond's issuer promises to pay the bondholder on the bond's face value. (b) A certificate attached to a bond evidencing interest due on a payment date. DEALER: A dealer, as opposed to a broker, acts as a principal in all transactions, buying and selling for his own account. DEBENTURE: A bond secured only by the general credit of the issuer. DELIVERY VERSUS PAYMENT: There are two methods of delivery of securities: delivery versus payment and delivery versus receipt. Delivery versus payment is delivery of securities with an exchange of money for the securities. Delivery versus receipt is delivery of securities with an exchange of a signed receipt for the securities. DERIVATIVES: (1) Financial instruments whose return profile is linked to, or derived from, the movement of one or more underlying index or security, and may include a leveraging factor, or (2) financial contracts based upon notional 33 amounts whose value is derived from an underlying index or security (interest rates, foreign exchange rates, equities or commodities). DISCOUNT: The difference between the cost price of a security and its maturity when quoted at lower than face value. A security selling 3. below original offering price shortly after sale also is considered to be at a discount. DISCOUNT SECURITIES: Non -interest bearing money market instruments that are issued a discount and redeemed at maturity for full face value, e.g., U.S. Treasury Bills. DIVERSIFICATION: Dividing investment funds among a variety of securities offering independent returns. FEDERAL CREDIT AGENCIES: Agencies of the Federal government set up to supply credit to various classes of institutions and individuals, e.g., S&L's, small business firms, students, farmers, farm cooperatives, and exporters. 1. FNMAs (Federal National Mortgace Association) - Used to assist the home mortgage market by purchasing mortgages insured by the Federal Housing Administration and the Farmers Home Administration, as well as those guaranteed by the Veterans Administration. They are issued in various maturities and in minimum denominations of $10,000. Principal and Interest is paid monthly. 2. FHLBs (Federal Home Loan Bank Notes and Bonds) - Issued by the Federal Home Loan Bank System to help finance the housing industry. The notes and bonds provide liquidity and home mortgage credit to savings and loan associations, mutual savings banks, cooperative banks, insurance companies, and mortgage -lending institutions. They are issued irregularly for various maturities. The minimum denomination is $5,000. The 34 notes are issued with maturities of less than one year and interest is paid at maturity. The bonds are issued with various maturities and carry semi-annual coupons. Interest is calculated on a 360-day, 30-day month basis. FLBs (Federal Land Bank Bonds) - Long-term mortgage credit provided to farmers by Federal Land Banks. These bonds are issued at irregular times for various maturities ranging from a few months to ten years. The minimum denomination is $1,000. They carry semi-annual coupons. Interest is calculated on a 360-day, 30 day month basis. 4. FFCBs (Federal Farm Credit Bank) - Debt instruments used to finance the short and intermediate term needs of farmers and the national agricultural industry. They are issued monthly with three- and six-month maturities. The FFCB issues larger issues (one to ten year) on a periodic basis. These issues are highly liquid. 5. FICBs (Federal Intermediate Credit bank Debentures) - Loans to lending institutions used to finance the short-term and intermediate needs of farmers, such as seasonal production. They are usually issued monthly in minimum denominations of $3,000 with a nine -month maturity. Interest is payable at maturity and is calculated on a 360-day, 30-day month basis. 6. FHLMCs (Federal Home Loan Mortgage Corporation) - a government sponsored entity established in 1970 to provide a secondary market for conventional home mortgages. Mortgages are purchased solely from the Federal Home Loan Bank System member lending institutions whose deposits are insured by agencies of the United States Government. They are issued for various maturities and in minimum denominations of $10,000. Principal and Interest is paid monthly. Other federal agency issues are Small Business Administration notes (SBAs), Government National Mortgage Association notes (GNMAs), Tennessee Valley Authority notes (TVAs), and Student Loan Association notes (SALLIE-MAEs). FEDERAL DEPOSITOR INSURANCE CORPORATION (FDIC): A federal agency that insures bank deposits, currently up to $100,000 per deposit. FEDERAL FUNDS RATE: The rate of interest at which Fed funds are traded. This rate is currently pegged by the Federal Reserve through open -market operations. FEDERAL HOME LOAN BANKS (FHLB): Government sponsored wholesale banks (currently 12 regional banks) which lend funds and provide correspondent banking services to member commercial banks, thrift institutions, credit unions and insurance companies. The mission of the FHLBs is to liquefy the housing related assets of its members who must purchase stock in their district Bank. FEDERAL OPEN MARKET COMMITTEE (FOMC): Consists of seven members of the Federal Reserve Board and five of the twelve Federal Reserve Bank Presidents. The President of the New York Federal Reserve Bank is a permanent member, while the other Presidents serve on a rotating basis. The Committee periodically meets to set Federal Reserve guidelines regarding purchases and sales of Government Securities in the open market as a means of influencing the volume of bank credit and money. FEDERAL RESERVE SYSTEM: the central bank of the United States created by Congress and consisting of a seven member Board of Governors in Washington, D.C., 12 regional banks and about 5,700 commercial banks that are members of the system. 35 GOVERNMENT NATIONAL MORTGAGE ASSOCIATION (GNMA or Ginnie Mae): Securities influencing the volume of bank credit guaranteed by GNMA and issued by mortgage bankers, commercial banks, savings and loan associations, and other institutions. Security holder is protected by full faith and credit of the U.S. Government. Ginnie Mae securities are backed by the FHA, VA or FMHM mortgages. The term "passthroughs" is often used to describe Ginnie Maes. LAIF (Local Agency Investment Fund) - A special fund in the State Treasury which local agencies may use to deposit funds for investment. There is no minimum investment period and the minimum transaction is $5,000, in multiples of $1,000 above that, with a maximum balance of $30,000,000 for any agency. The City is restricted to a maximum of ten transactions per month. It offers high liquidity because deposits can be converted to cash in 24 hours and no interest is lost. All interest is distributed to those agencies participating on a proportionate share basis determined by the amounts deposited and the length of time they are deposited. Interest is paid quarterly. The State retains an amount for reasonable costs of making the investments, not to exceed one -quarter of one percent of the earnings. LIQUIDITY: A liquid asset is one that can be converted easily and rapidly into cash without a substantial loss of value. In the money market, a security is said to be liquid if the spread between bid and asked prices is narrow and reasonable size can be done at those quotes. LOCAL GOVERNMENT INVESTMENT POOL (LGIP): The aggregate of all funds from political subdivisions that are placed in the custody of the State Treasurer for investment and reinvestment. MARKET VALUE: The price at which a security is trading and could presumably be purchased or sold. MASTER REPURCHASE AGREEMENT: A written contract covering all future transactions between the. parties to repurchase --reverse repurchase agreements that establishes each party's rights in the transactions. A master agreement will often specify, among other things, the right of the buyer -lender to liquidate the underlying securities in the vent of default by the seller - borrower. MATURITY: The date upon which the principal or stated value of an investment becomes due and payable MONEY MARKET: The market in which short- term debt instruments (bills, commercial paper, banders' acceptances, etc.) are issued and traded. OFFER: The price asked by a seller of securities. (When you are buying securities, you ask for an offer.) See Asked and Bid. OPEN MARKET OPERATIONS: Purchases and sales of government and certain other securities in the open market by the New York Federal Reserve Bank as directed by the FOMC in order to influence the volume of money and credit in the economy. Purchases inject reserves into the bank system and stimulate growth of money and credit; sales have the opposite effect. Open market operations are the Federal Reserve's most important and most flexible monetary policy tool. PORTFOLIO: Collection of all cash and securities under the direction of the City Treasurer, including Bond Proceeds. PRIMARY DEALER: A group of government securities dealers who submit daily reports of market activity an depositions and monthly financial statements to the Federal Reserve Bank of New York and are subject to its informal oversight. Primary dealers include Securities and W Exchange Commission (SEC) -registered securities broker -dealers, banks and a few unregulated firms. QUALIFIED PUBLIC DEPOSITORIES: A financial institution which does not claim exemption from the payment of any sales or compensating use or ad valorem taxes under the laws of this state, which has segregated for the benefit of the commission eligible collateral having a value of not less than its maximum liability and which has been approved by the Public Deposit Protection Commission to hold public deposits. RATE OF RETURN: The yield obtainable on a security based on its purchase price or its current market price. This may be the amortized yield to maturity on a bond the current income return. REPURCHASE AGREEMENT (RP OR REPO): A repurchase agreement is a short-term investment transaction. Banks buy temporarily idle funds from a customer by selling U.S. Government or other securities with a contractual agreement to repurchase the same securities on a future date. Repurchase agreements are typically for one to ten days in maturity. The customer receives interest from the bank. The interest rate reflects both the prevailing demand for Federal funds and the maturity of the repo. Some banks will execute repurchase agreements for a minimum of $100,000 to $500,000, but most banks have a minimum of $1,000,000. REVERSE REPURCHASE AGREEMENTS (RRP or RevRepo) - A holder of securities sells these securities to an investor with an agreement to repurchase them at a fixed price on a fixed date. The security "buyer" in effect lends the "seller" money for the period of the agreement, and the terms of the agreement are structured to compensate him for this. Dealers use RRP extensively to finance their positions. Exception: When the Fed is said to be doing RRP, it is lending money, that is, increasing bank reserves. SAFEKEEPING: A service to customers rendered by banks for a fee whereby securities and valuables of all types and descriptions are held in the bank's vaults for protection. SECONDARY MARKET: A market made for the purchase and sale of outstanding issues following the initial distribution. -SECURITIES & EXCHANGE COMMISSION: Agency created by Congress to protect investors in securities transactions by administering securities legislation. SEC RULE 15C3-1: See Uniform Net Capital Rule. STRUCTURED NOTES: Notes issued by Government Sponsored Enterprises (FHLB, FNMAS, SLMA, etc.) And Corporations which have imbedded options (e.g., call features, step- up coupons, floating rate coupons, derivative - based returns) into their debt structure, Their market performance is impacted by the fluctuation of interest rates, the volatility of the imbedded options and shifts in the Shape of the yield curve. SURPLUS FUNDS: Section 53601 of the California Government Code defines surplus funds as any money not required for immediate necessities of the local agency. The City has defined immediate necessities to be payment due within one week. TREASURY BILLS: A non -interest bearing discount security issued by the U.S. Treasury to finance the national debt. Most bills are issued to mature in three months, six months, or one year. TREASURY BONDS: Long-term coupon -bearing U.S. Treasury securities issued as direct obligations of the U.S. Government and having initial maturities of more than 10 years. 37 TREASURY NOTES: Medium -term coupon -bearing. U.S. Treasury securities issued as direct obligations of the U.S. Government and having initial maturities from two to 10 years. UNIFORM NET CAPITAL RULE: Securities and Exchange Commission requirement that member firms as well as nonmember broker -dealers in securities maintain a maximum ratio of indebtedness to liquid capital of 15 to 1; also called net capital rule and net capital ratio. Indebtedness covers all money owed to a firm, including margin loans and commitments to purchase securities, one reason new public issues are spread among members of underwriting syndicates. Liquid capital includes cash and assets easily converted into cash. UNIFORM PRUDENT INVESTOR ACT: The State of California has adopted this Act. The Act contains the following sections: duty of care, diversification, review of assets, costs, compliance determinations, delegation of investments, terms of prudent investor rule, and application. YIELD: The rate of annual income return on an investment, expressed as a percentage. (a) INCOME YIELD is obtained by dividing the current dollar income by the current market price for the security. (b) NET YIELD or YIELD TO MATURITY is the current income yield minus any premium above par of plus any discount from par in purchase price, with the adjustment spread over the period from the date of purchase to the date of maturity of the bond. i INVESTMENT ADVISORY BOARD Meeting Date: TITLE: June 7, 2000 Month End Cash Report - May 2000 BACKGROUND: Correspondence & Written Material Item A This cash report is not a complete Treasury Report (exclude petty cash, deferred compensation and fiscal agent balances, ) but would report in a timely fashion selected cash balances. This report also includes other statistical investment data for the Board to review. RECOMMENDATION: Information item only. n M. 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Q U) .0 a)t� �•V � O (u w C L O N U) C C a) D :� C p •, E j N N O ,•- LL O F- ° U c O O C `cQ LO p Cu Ll fl a) ° p� N 0, Q O C6 C O L w C) m 0 .> ° Qom. ° a) Q ca) ° QCU C O O _ C MnO �- �c Mncu in - a)~ m^ Vco° E v c OO c c� a° a) N r a) cu c p . U `� >, a) .2 c5 sa=E a)cu >+ caa 30U)N o��y�o 0) E� CD a. mow, O c a° CL C) O Q Cn Q U OC E (n --� L (n p > CU —C C. (a.- r- O a)O O C. N '- E aa)) O O _C o a) E L .. a) Ncu�° C E a) v)=ON C3 ,C a) NLLL O Mn O f cu U C C 0 OoCL cut n N io N 0 0 C N O S - N U OL C V L ` •U) W W a) m `� 0 r_ 0x) �+ C p°a) C 4O �-) O N N c� E 'a cu c LL F- U a: -0 F- .E N iu FRB: H.15--Selectod Interested Rates, Web -Only Daily Update-- May 26, 2000 http://www.federalreserve.gov/Releases/H 15/update/ Federal Reserve Statistical Release H.15 Selected Interest Rates Release Date: May 26, 2000 H.15: Release I Release dates I About I ASCII I Historical data I Daily update H.15 Daily Update The weekly release is posted on Monday. Daily updates of the weekly release are posted Tuesday through Friday on this site. H.15 DAILY UPDATE: WEB RELEASE ONLY SELECTED INTEREST RATES Yields in percent per annum Instruments SELECTED INTEREST RATES Federal funds (effective) 1 2 3 Commercial paper 3 4 5 6 Nonfinancial 1-month 2-month 3-month Financial 1-month 2-month 3-month Bankers acceptances (top rated) 3 4 7 3-month 6-month CDs ( secondary market) 1-month 3-month 6-month Eurodollar deposits (London) 3 9 1-month 3-month 6-month Bank prime loan 2 3 10 Discount window borrowing 2 11 U.S. Government securities Treasury bills Auction high 3 4 12 3-month For immediate release May 26, 2000 Mon Tue Wed Thu May 22 May 23 May 24 May 25 6.52 6.47 6.48 6.56 6.48 6.48 6.48 6.48 6.53 6.54 6.55 6.54 6.62 6.61 6.62 6.60 6.50 6.48 6.49 6.48 6.59 6.57 6.54 6.58 6.65 6.64 6.64 6.63 6.70 6.70 6.64 6.64 6.88 6.85 6.84 6.84 6.54 6.55 6.54 6.56 6.76 6.76 6.76 6.78 7.01 6.99 6.99 7.04 6.53 6.53 6.53 6.56 6.78 6.78 6.75 6.78 7.00 7.00 7.00 7.03 9.50 9.50 9.50 9.50 6.00 6.00 6.00 6.00 5.81 1 of 3 05/31/2000 8:27 AM FRB: H.15--Selected Interested Rates, Web -Only Daily Update-- May 26, 2000 http://www.federalreserve.gov/Releases/H 15/update/ 6-month 1-year Secondary market 3 4 3-month 6-month 1-year Treasury constant maturities 3-month 6-month 1-year 2-year 3-year 5-year 7-year 10-year 20-year 30-year Composite Over 10 years (long-term) 14 Corporate bonds Moody's seasoned Aaa Baa State & local bonds 15 Conventional mortgages 16 6.13 5.71 5.84 5.75 5.68 6.12 6.14 6.13 6.09 5.89 5.89 5.89 5.88 6.01 6.01 5.92 5.85 6.42 6.43 6.41 6.37 6.29 6.30 6.29 6.27 6.81 6.83 6.79 6.71 6.75 6.77 6.76 6.69 6.66 6.68 6.71 6.64 6.69 6.70 6.72 6.63 6.44 6.45 6.47 6.39 6.58 6.58 6.61 6.50 6.18 6.17 6.19 6.11 6.52 6.51 8.05 8.06 9.01 9.00 6.54 6.45 8.04 7.95 8.99 8.89 6.01 FOOTNOTES 1. The daily effective federal funds rate is a weighted average of rates on trades through N.Y. brokers. 2. Weekly figures are averages of 7 calendar days ending on Wednesday of the current week; monthly figures include each calendar day in the month. 3. Annualized using a 360-day year or bank interest. 4. On a discount basis. 5. Interest rates interpolated from data on certain commercial paper trades settled by The Depository Trust Company. The trades represent sales of commercial paper by dealers or direct issuers to investors (that is, the offer side). See Board's Commercial Paper -Web pages (http://www.federalreserve.gov/releases/cp) for more information. 6. The 1-, 2-, and 3-month rates are equivalent to the 30-, 60-, and 90-day dates reported on the Board's Commercial Paper Web page. 7. Representative closing yields for acceptances of the highest rated money center banks. Source: Telerate, Inc. 8. An average of dealer offering rates on nationally traded certificates of deposit. 9. Bid rates for Eurodollar deposits collected around 9:30 a.m. Eastern time. 10. Rate posted by a majority of top 25 (by assets in domestic offices) insured U.S.-chartered commercial banks. Prime is one of several base rates used by banks to price short-term business loans. 11. Rate for the Federal Reserve Bank of New York. 12. Auction date for daily data; weekly and monthly averages computed on an issue -date basis. Data are stop yields from uniform -price auctions, rounded to two decimal places. (The U.S. Treasury publishes stop yields to three decimal places at http://www.publicdebt.treas.gov). 13. Yields on actively traded issues adjusted to constant maturities. Source: U.S. Treasury. 2 of 3 05/31/2000 8:27 AM FRB: H.15--Selected Interested Rates, Web -Only Daily Update-- May 26, 2000 http://www.federalreserve.gov/Releases/H 15/update/ 14. Unweighted average of rates on all outstanding bonds neither due nor callable in less than 10 years. 15. Bond Buyer Index, general obligation, 20 years to maturity, mixed quality; Thursday quotations. 16. Contract interest rates on commitments for fixed-rate first mortgages. Source: FHLMC. DESCRIPTION OF THE TREASURY CONSTANT MATURITY SERIES Yields on Treasury securities at "constant maturity" are interpolated by the U.S. Treasury from the daily yield curve. This curve, which relates the yield on a security to its time to maturity, is based on the closing market bid yields on actively traded Treasury securities in the over-the-counter market. These market yields are calculated from composites of quotations obtained by the Federal Reserve Bank of New York. The constant maturity yield values are read from the yield curve at fixed maturities, currently 3 and 6 months and 1, 2, 3, 5, 7, 10, 20, and 30 years. This method provides a yield for a 10-year maturity, for example, even if no outstanding security has exactly 10 years remaining to maturity. In estimating the 20-year constant maturity, the Treasury incorporates the prevailing market yield on an outstanding Treasury bond with approximately 20 years remaining to maturity. H.15: Release I Release dates About ASCII I Historical data I Daily update Home I Statistical releases To comment on this site, please fill out our feedback form. Last update: May 26, 2000 3 of 3 05/31/2000 8:27 AM FRB:Commercial Paper Rates and Outstandings http://www.federalreserve.gov/Releases/CP/ Federal. Reserve Release Commerc i ial Paper Release I About I Outstanding I Historical discount rates I Historical outstanding .Data as of May 30, 2000 Volume Commercial Paper Rates and Outstandings Statistics Derived from data supplied by The Depository Trust Company 2000:01 Posted May 31, 2000 Yield curve Money market basis Percent 1 7 15 30 150 90 Da ya to Mat rr rity Financial — — — Nanfinanaial •----d2%P2 Discount rate spread Thirty -day A2/P2 less AA nonfinancial commercial paper (daily) Basis points 7.2 7.1 7.0 6.8 6.8 6.7 6.6 6.5 6.4 110 100 90 80 01 MAY98 09AUG98 17NOV98 25FE939 OW UN99 13SEP99 220EC99 31 MARDO OQJ ULSO --- A2/P39pread,5—day moving average It ,r Ii 1 of 3 05/31/2000 8:27 AM FRB:Commercial Paper Rates and Outstandings http://www.federalreserve.gov/Releases/CP/ Discount rate history Thirty -day commercial paper (daily) a r��rwr+wir. ' � �4 � ■a g+. rid p� Percent 8 r� 7 �I 8" 1 1 5 14 1 01 MAY98 09AUG98 17 NOV98 25FEE99 05J U N 9g 13SE P99 22❑ EG99 31 MAROO 09J U LOO _ Fneneial — — — Nonfinancial ••••• A2/P2 Outstandings Weekly (Wednesday), seasonally adjusted Billions of dollars 12+CIO , Billions of dollars 320 310 1100 � � ,� 300 290 `+ 280 1c 270 260 250 2W 220 210 01MAY98 09AUG98 17NOV9a 25FE999 05JUN99 13SEP99 22❑EG99 31MAROO 09JULOO Finencial — — — Nonfinancial The daily commercial paper release will usually be available before 11:00am EST. However, the Federal Reserve makes no guarantee regarding the timing of the daily commercial paper release. When the Federal Reserve is closed on a business day, yields for the previous business day will appear in the historical discount rates table. This policy is subject to change at any time without notice. 2 of 3 05/31/2000 8:27 AM FRB: Commercial Paper Rates and Outstandings http://www.federalreserve.gov/Releases/CP/ Commercial paper outstanding Commercial paler outstanding, miscellaneous categories Release I About I OutstandHistorical discount rates I Historical outstandings Home I Statistical releases To comment on this site, please fill out our feedback form. Last update: May 31, 2000 of 3 05/31/2000 8:27 AM LAIF Performance Report, Philip Angelides http://www.treasurer.ca.gov/Stolperf htm Corporate E r Commercial Paper 27.16% Bank Acceptz 0.09% a INTO" �I Pooled Money Investment Account Portfolio Composition 4 .0 Billion Reverses 04/30/00 Loans 4.25% -2.05%a o Treasuries � 9.64 to CD's/BN's 23.52% Deposits 81% Ilortgages 0.03% Agencies 23.85% ■ Treasuries o Time Deposits ■ Mortgages 13 Agencies ■ CD's/BN's 11 Bankers Acceptance ■ Repo ■ Commercial Paper ■ Corporate Bonds o Loans ■ Reverses 2 of 2 05/31 /2000 8:27 AM LAIF Perfon-nap-ce Report, Philip Angelides http://www.treasurer.ca.gov/Stolperfhtm A Philip Angei aes, State Treasurer Inside the State Treasurer's Office Local Agency Investment Fund LAIF Performance Reporting Date: Effective Date: Quarter Yield: Daily: Year: Life: Quarter Ending 3/31/00 Apportionment Rate: Earnings Ratio: Fair Value Factor: Monthly Average For April: 05/24/00 05/23/00 6.08% 6.22% 5.61% 183 5.80% .00015841267567897 .997765840 6.014% I of 05/31/2000 8:27 AM INVESTMENT ADVISORY BOARD Meeting Date: TITLE: June 7, 2000 Pooled Money Investment Board Report for March 2000 BACKGROUND: Correspondence & Written Material Item B The Pooled Money Investment Board Report for March, 2000 is included in the agenda packet. RECOMMENDATION: Receive & File Joh6 M. Falconer, Finance Director STATE OF CALIFORNIA STATE TREASURER'S OFFICE POOLED MONEY INVESTMENT BOARD REPORT MARCH 2O00 TABLE OF CONTENTS SUMMARY...........................................................................1 SELECTED INVESTMENT DATA.............................................2 PORTFOLIO COMPOSITION...................................................3 INVESTMENT TRANSACTIONS...............................................4 TIMEDEPOSITS..................................................................17 .- BANK DEMAND DEPOSITS...................................................26 POOLED MONEY INVESTMENT BOARD DESIGNATION .......... 27 POOLED MONEY INVESTMENT ACCOUNT. SUMMARY OF INVESTMENT DATA A COMPARISON OF MARCH. 2000 WITH MARCH 1999 (DOLLARS IN THOUSANDS) Average Daily Portfolio Accrued Earnings Effective Yield '.MARCH 3�D0 Nt�IR�H i�� Ei Hi0.C+lGE $ 33,979,494 $ 33,089,763 $ +889,731 $ 168,381 $ 144,352 +249029 5.851 5.136 +.715 Average Life -Month End (In Days) 201 199 +2 Total Security Transactions Amount Number Total Time Deposit Transactions Amount Number Average Workday Investment Activity Prescribed Demand Account Balances For Services For Uncollected Funds $ 191"1,306 $ 1999389137 -496,831 431 439 -8 $ 1,241,695 $ 828,600 +413,095 115 73 +42 $ 899,261 $ 902,902 -3,641 $ 168,433 $ 2269642 -58,209 $ 153,162 $ 132,450 +20,712 1 PHILIP ANGELIDES TREASURER STATE. OF CALIFORNIA INVESTMENT DIVISION SELECTED INVESTMENT DATA ANALYSIS OF THE POOLED MONEY INVESTMENT ACCOUNT PORTFOLIO (000 OMITTED) MARCH 31, 2000 PERCENTAGE TYPE OF SECURITY AMOUNT PERCENT CHANGE FROM PRioR MoNTH Government Bills $ 19373,355 4.03 +0.36 Bonds 0 0.00 0.00 Notes 19998,424 5.87 -0.30 Strips 0 0.00 0.00 Total Government $ 313710779 9.90 +0.06 Federal Agency Coupons $ 31,5899987 10.55 +0.49 Certificates of Deposit 5,858,704 17.20 +7.14 Bank Notes 198909014 5.55 +0.12 Bankers' Acceptances 0 0.00 0.00 Repurchases 0 0.00 0.00 Federal Agency Discount Notes 5,129,982 15.06 +0.27 Time Deposits 39178,490 9.33 +0.67 GNMAs 1,395 0.00 0.00 Commercial Paper 6,860,354 20.14 -2.54 FHLMC 139396 0.04 0.00 Corporate Bonds 2,581,581 7.59 +0.43 Pooled Loans 1,9289224 5.66 -0.25 GF Loans 0 0.00 0.00 Reversed Repurchases (348,170) -1.02 +0.28 Total (All Types) $ 3490559726 100.00 INVESTMENT ACTIVITY MARCH 2O00 FEBRUARY 2000 NUMBER AMOUNT NUMBER AM_ Pooled Money 431 $199"1,306 626 $ 28,657,191 Other 26 22,382 16 56,149 Time Deposits 115 19241,695 78 1,375,700 Totals 572 $ 20,705,383 720 $ 30,089,040 PMIA Monthly Average Effective Yield 5.851 5.824 Year to Date Yield Last Day of Month 5.518 5.475 2 Commercial Paper 20.14% Pooled Money Investment Account Portfolio Composition $34.0 Billion Reverses Loans -1.02% Treasuries 5.66% 9.90% Corporate fir Bonds rr. 7.59% ti CD's/BN's 22.75% M Time Deposits 9.33% Mortgages 0.04% Agencies 25.61 % 3/31 /00 S Treasuries 8 Time Deposits ■ Mortgages Ul Agencies i ® CD's/BN's 113 Bankers Acceptances ■ Repo D Commercial Paper ® Corporate Bonds 0 Loans 0 Reverses 03/01/00. REDEMPTIONS BN B/A 6.010% 03/01/00 6.010 $50,000 120 $1,001,666.67 6.093 BN B/A 6.010% 03/01/00 6.010 50,000 120 1,001,666.67 6.093 BN B/A 6.010% 03/01/00 6.010 50,000 120 1,001,666.67 6.093 CD Svenska 5.230% 03/01/00 5.970 25,000 .83 357,480.34 6.302 CD BNParis 5.980% 03/01/00 5.970 35,000 83 482,467.22 6.061 CP GECC. 03/01/00 5.730 50,000 8 63,666.67 5.816 CP GECC 03/01/00 5.730 50,000 8 63,666.67 5.816 CP GECC 03/01/00 5.730 50,000 8 63,666.67 5.816 CP Bear 03/01/00 5.950 50,000 83 685,902.78 6.116 CP Bear 03/01/00 5.950 50,000 83 685,902.78 6.116 CP GECC 03/01/00 5.900 50,000 84 688,333.33 6.065 CP W/F 03/01/00 5.880 25,000 120 490,000.00 6.080 CP GECC 03/01/00 5.910 15,000 121 297,962.50 .6.099 CP GECC 03/01/00 5.910 50,000 121 993,208.33 6.099 CP Heller 03/01/00 6.080 50,000 133 1,123,111.11 6.306 CP GECC 03/01/00 5.920 50,000 134 1,101,777.78 6.137 CP GECC 03/01/00 5.920 50,000 134 1,101,777.78 6.137 CP GECC 03/01/00 5.880 50,000 139 1,135,166.67 6.100 CP GECC 03/01/00 5.830 40,000 148 958,711.11 6.056 PURCHASES CP ConAgra 03/29/00 5.890 15,000 CP W/F 03/30/00 5.760 10,000 CP W/F 03/03/00 5.760 50,000 CP W/F 03/31/00 5.760 20,000 CP Hertz 03/31/00 5.770 25,000 CP W/F 03/31/00 5.760 50,000 CP Heller 04/05/00 5.900 50,000 CP Heller 04/07/00 5.900 50,000 03/02/00 REDEMPTIONS CP Merrill 03/02/00 5.750 50,000 14 111,805.56 5.842 CP Merrill 03/02/00 5.750 50,000 14 111,805.56 5.842 CP ConAgra 03/02/00 5.850 39,610 34 218,845.25 5.964 CP Salomon 03/02/00 5.900 35,000 84 481,833.33 6.065 CP Bear 03/02/00 5.950 50,000 84 694,166.67 6.117 CP GECC 03/02/00 5.900 5,000 85 69,652.78 6.066 CP GECC 03/02/00 5.900 50,000 85 696,527.78 6.066 CP Morg Stan 03/02/00 5.960 50,000 132 1,092,666.65 6.177 CP Morg Stan 03/02/00 5.960 50,000 132 1,092,666.65 6.177 CP GECC 03/02/00 5.920 50,000 135 1,110,000.00 6.138 CP GECC 03/02/00 5.920 50,000 135 1,110,000.00 6.138 PURCHASES CD Banc One 6.210% 08/29/00 6.210 50,000 CD Banc One 6.210% 08/29/00 6.210 50,000 4 03/02/00 PURCHASES (continued) CP Rohm 03/03/00 5.780 8533 CP Rohm 03/03/00 5.780 50,000 CP Amer Exp 03/07/00 5.700 50,000 CP Amer Exp 03/07/00 5.700 50,000 CP Amer Exp 03/07/00 5.700 50,000 CP Amer Exp 03/07/00 5.700 50,000 CP FMCC 03/07/00 5.700 50,000 CP FMCC 03/07/00 5.700 50,000 CP FMCC 03/07/00 5.700 50,000 CP FMCC 03/07/00 5.700 50,000 CP Morg Stan 04/03/00 5.850 50,000 CP Morg Stan 04/03/00 5.850 50,000 CP Morg Stan 04/03/00 5.850 50,000 03/03/00 REDEMPTIONS CD CIBC 5.270% 03/03/00 5.100 12,000 317 543,371.45 5.207 CP Rohm 03/03/00 5.780 8,533 1 1,370.02 5.861 CP Rohm 03/03/00 5.780 50,000 1 8,027.78 5.861 FHLB 5.060% 03/03/00 5.120 50,000 366 2,558,886.10 5.122 FHLB 5.060% 03/03/00 5.120 50,000 366 2,558,886.10 5.122 FHLB 5.060% 03/03/00 5.120 50,000 366 2,559,000.00 5.122 PURCHASES CP GMAC 04/03/00 5.810 50,000 CP GMAC 04/03/00 5.810 50,000 CP GMAC 04/03/00 5.810 50,000 03/06/00 REDEMPTIONS CP Merrill 03/06/00 6.000 50,000 81 675,000.00 6.166 CP Merrill 03/06/00 6.000 50,000 81 675,000.00 6.166 CP Merrill 03/06/00 6.020 50,000 82 685,611.11 6.188 CP GECC 03/06/00 5.920 50,000 139 1,142,888.89 6.142 CP GECC 03/06/00 5.920 50,000 139 1,142,888.89 6.142 CP GECC 03/06/00 5.900 50,000 140 1,147,222.22 6.124 CP GECC 03/06/00 5.900 50,000 140 1,147,222.22 6.124 CP GECC 03/06/00 5.830 50,000 153 1,238,875.00 6.061 CP GECC 03/06/00 5.830 50,000 153 1,238,875.00 6.061 PURCHASES CB FR FMCC 6.300% 07/16/02 6.110 25,000 03/07/00 REDEMPTIONS CP Amer Exp 03/07/00 5.700 50,000 5 39,583.33 5.783 CP Amer Exp 03/07/00 5.700 50,000 5 39,583.33 5.783 5 03/07/00 REDEMPTIONS (continued) CP Amer Exp 03/07/00 5.700 50,000 5 39,583.33 5.783 CP Amer Exp 03/07/00 5.700 50,000 5 39,583.33 5.783 CP FMCC 03/07/00 5.700 50,000 5 39,583.33 5.783 CP FMCC 03/07/00 5.700 50,000 5 39,583.33 5.783 CP FMCC 03/07/00 5.700 50,000 5 39,583.33 5.783 CP FMCC 03/07/00 5.700 50,000 5 39,583.33 5.783 CP ConAgra 03/07/00 5.850 40,000 13 84,500.00 5.943 CP Merrill 03/07/00 5.760 50,000 19 152,000.00 5.857 CP Merrill 03/07/00 5.760 50,000 19 152,000.00 5.857 PURCHASES CP Assoc 03/08/00 5.650 50,000 CP Assoc 03/08/00 5.650 50,000 CP Assoc 03/08/00 5.650 50,000 CP GECC 03/08/00 5.650 50,000 CP GECC 03/08/00 5.650 50,000 CP GECC 03/08/00 5.650 50,000 CP GECC 03/08/00 5.650 50,000 CP Enron 03/09/00 5.770 7,000 CP Enron 03/09/00 5.770 50,000 CP Bear 04/07/00 5.840 50,000 CP Bear 04/07/00 5.840 50,000 03/08/00 REDEMPTIONS CP Assoc 03/08/00 5.650 50,000 1 7,847.22 5.729 CP Assoc 03/08/00 5.650 50,000 1 7,847.22 5.729 CP Assoc 03/08/00 5.650 50,000 1 7,847.22 5.729 CP GECC 03/08/00 5.650 50,000 1 7,847.22 5.729 CP GECC 03/08/00 5.650 50,000 1 7,847.22 5.729 CP GECC 03/08/00 5.650 50,000 1 7,847.22 5.729 CP GECC 03/08/00 5.650 50,000 1 7,847.22 5.729 CP GMAC 03/08/00 5.750 50,000 20 159,722.22 5.848 CP GMAC 03/08/00. 5.750 50,000 20 159,722.22 5.848 CP Heller 03/08/00 5.850 50,000 21 170,625.00 5.951 CP B/A 03/08/00 6.040 50,000 83 696,277.78 6.210 CP B/A 03/08/00 6.040 50,000 83 696,277.78 6.210 CP B/A 03/08/00 6.040 50,000 83 696,277.78 6.210 CP B/A 03/08/00 6.040 50,000 83 696,277.78 6.210 CP Merrill 03/08/00 6.020 50,000 84 702,333.33 6.190 CP W/F 03/08/00 5.870 25,000 146 595,152.77 6.096 CP W/F 03/08/00 5.870 50,000 146 1,190,305.55 6.096 PURCHASES BN Banc One 6.240% 08/29/00 6.240 50,000 CD CIBC 5.890% 04/07/00 5.860 4,000 CD CIBC 5.890% 04/07/00 5.860 50,000 03/08/00 PURCHASES (continued) CD CIBC 5.890% 04/07/00 5.860 50,000 CP Assoc 03/09/00 5.700 50,000 CP Assoc 03/09/00 5.700 50,000 CP Enron 03/10/00 5.800 50,000 03/09/00 REDEMPTIONS CP Assoc 03/09/00 5.700 50,000 1 7,916.67 5.780 CP Assoc 03/09/00 5.700 50,000 1 7,916.67 5.780 CP Enron 03/09/00 5.770 7,000 2 2,243.89 5.852 CP Enron 03/09/00 5.770 50,000 2 16,027.78 5.852 CP Baxter 03/09/00 5.780 30,000 22 105,966.67 5.881 Disc Notes FHLMC 03/09/00 5.130 50,000 261 1,859,625.00 5.401 PURCHASES CP Assoc 03/10/00 5.730 40,000 CP Assoc 03/10/00 5.730 50,000 CP Assoc 03/10/00 5.730 50,000 CP Assoc 03/10/00 5.730 50,000 03/10/00 REDEMPTIONS CP Assoc 03/10/00 5.730 40,000 1 6,366.67 5.810 CP Assoc 03/10/00 5.730 50,000 1 7,958.33 5.810 CP Assoc 03/10/00 5.730 50,000 1 7,958.33 5.810 CP Assoc 03/10/00 5.730 50,000 1 7,958.33 5.810 CP Enron 03/10/00 5.800 50,000 2 16,111.11 5.882 CP FMCC 03/10/00 5.750 50,000 22 175,694.44 5.850 CP FMCC 03/10/00 5.750 50,000 22 175,694.44 5.850 CP Heller 03/10/00 5.850 50,000 23 186,875.00 5.953 CP ConAgra 03/10/00 5.870 47,500 24 185,883.33 5.974 CP W/F 03/10/00 5.900 50,000 144 1,180,00.00 6.126 Disc Notes FNMA 03/10/00 5.120 50,000 262 1,863,111.11 5.392 Disc Notes FNMA 03/10/00 5.120 50,000 262 1,863,111.11 5.392 PURCHASES CB FR FMCC 6.300% 07/16/02 6.130 25,000 03/13/00 REDEMPTIONS CP ConAgra 03/13/00 5.860 20,000 20 65,111.11 5.960 CP FMCC 03/13/00 5.760 50,000 20 160,000.00 5.858 CP FMCC 03/13/00 5.760 50,000 20 160,000.00 5.858 CP Amer Exp 03/13/00 5.750 35,000 24 134,166.67 5.852 CP Amer Exp 03/13/00 5.750 50,000 24 191,666.67 5.852 CP ConAgra 03/13/00 5.830 25,000 25 101,215.28 5.935 CP Merrill 03/13/00 5.760 30,000 25 120,000.00 5.863 7 03/13/00 PURCHASES CP GECC CP GECC CP GECC CP GECC CP Household 03/14/00 SALES Treas Notes Treas Notes REDEMPTIONS CP GECC CP GECC CP GECC CP GECC CP GECC CP Citigroup CP ConAgra PURCHASES BN Banc One BN Banc One CP Assoc CP Assoc CP W/F CP GMAC CP W/F CP GMAC CP W/F CP GMAC 03/15/00 REDEMPTIONS CP Assoc CP Assoc PURCHASES CP FMCC CP FMCC CP FMCC 03/16/00 REDEMPTIONS Disc Notes FNMA 03/14/00 5.790 50,000 03/14/00 5.790 50,000 03/14/00 5.790 50,000 03/14/00 5.790 50,000 03/14/00 5.800 50,000 5.750% 10/31 /00 6.263 50,000 1,107 5.750% 10/31 /00 6.263 50,000 1,110 9,442,830.63 6.339 9,404,156.60 6.288 03/14/00 5.790 50,000 1 8,041.67 5.871 03/14/00 5.790 50,000 1 8,041.67 5.871 03/14/00 5.790 50,000 1 8,041.67 5.871 03/14/00 5.790 50,000 1 8,041.67 5.871 03/14/00 5.790 50,000 1 8,041.67 5.871 03/14/00 5.770 50,000 18 144,250.00 5.867 03/14/00 5.870 30,000 21 102,725.00 5.971 6.270% 08/29/00 6.270 50,000 6.270% 08/29/00 6.270 50,000 03/15/00 5.780 10,000 03/15/00 5.780 50,000 03/29/00 5.810 50,000 03/29/00 5.830 50,000 03/30/00 5.810 50,000 03/30/00 5.830 50,000 03/31 /00 5.810 50,000 03/31 /00 5.830 50,000 03/15/00 5.780 10,000 1 1,605.56 5.861 03/15/00 5.780 50,000 1 8,027.78 5.861 04/03/00 5.850 50,000 04/03/00 5.850 50,000 04/03/00 6.850 60,000 03/16/00 5.120 25,000 268 E:1 952,888.89 5.396 03/16/00 PURCHASES CID Rohm 03/17/00 5.820 50,000 CID Rohm 03/17/00 5.820 50,000 CID ConAgra 03/28/00 5.950 15,000 CID Citigroup 04/03/00 5.970 35,000 CID Citigroup 04/03/00 5.970 50,000 CID Merrill 04/03/00 5.890 50,000 CID Salomon 04/03/00 5.980 50,000 CID Salomon 04/03/00 5.980 50,000 03/17/00 REDEMPTIONS CID Rohm 03/17/00 5.820 50,000 1 8,083.33 5.901 CID Rohm 03/17/00 5.820 50,000 1 8,083.33 5.901 Disc Notes FHLB 03/17/00 4.700 50,000 332 2,167,222.22 4.981 Disc Notes FNMA 03/17/00 5.185 45,000 267 1,730,493.75 5.467 PURCHASES CID Baxter 03/20/00 5.750 30,000 CID GMAC 07/03/00 6.070 50,000 CID GMAC 07/03/00 6.070 50,000 CID GMAC 07/05/00 6.070 50,000 CID GMAC 07/05/00 6.070 50,000 CID GMAC 08/01/00 6.100 50,000 CID GMAC 08/01/00 6.100 50,000 CID GMAC 08/01/00 6.100 50,000 03/20/00 REDEMPTIONS CID Baxter 03/20/00 5.750 30,000 3 14,375.00 5.832 PURCHASES CID W/F 06/01 /00 6.070 25,000 CID W/F 06/01 /00 6.070 50,000 CID W/F 06/01 /00 6.070 50,000 CID Merrill 06/01 /00 6.070 50,000 CID Merrill 06/01 /00 6.070 50,000 CID Merrill 06/02/00 6.070 50,000 CID Merrill 06/02/00 6.070 50,000 CID GMAC 07/03/00 6.080 50,000 CID GMAC 07/03/00 6.080 50,000 03/21/00 REDEMPTIONS CD Toronto 6.110% 03/21 /00 6.095 50,000 91 770,369.04 6.17 CD Toronto 6.110% 03/21/00 6.095 50,000 91 770,369.04 6.17 9 03/21/00 PURCHASES CD Montreal 6.250% 08/29/00 CD U/B Calif 6.290% 08/31/00 CD U/B Calif 6.290% 08/31/00 CP Morg Stan 04/07/00 CP Morg Stan 04/10/00 CP Morg Stan 04/10/00 CP Heller 05/19/00 CP Bear 07/07/00 CP Bear 07/07/00 03/22/00 NO SALES PURCHASES CD CommerzBk 6.270% 08/29/00 CP Amer Exp 04/10/00 CP Amer Exp 04/10/00 MTN FR B/A 6.250% 02/11/02 03/23/00 REDEMPTIONS Disc Notes FHLMC 03/23/00 PURCHASES CB FR Assoc 6.210% 05/17/02 CB FR FMCC 6.211 % 05/20/02 CB FR FMCC 6.297% 05/23/02 CP GECC 03/24/00 CP GECC 03/24/00 CP GECC 03/24/00 CP GECC 03/24/00 CP Amer Exp 03/29/00 CP Amer Exp 03/29/00 CP Baxter 04/05/00 CP Amer Exp 04/10/00 CP Amer Exp 04/10/00 CP ConAgra 04/26/00 CP ConAgra 04/26/00 CP GECC 07/03/00 CP GECC 07/03/00 CP GECC 07/03/00 CP GECC 07/03/00 03/24/00 REDEMPTIONS CP GECC 03/24/00 CP GECC 03/24/00 CP GECC 03/24/00 10 6.250 6.290 6.290 6.050 6.050 6.050 6.120 6.110 6.110 50,000 25,000 50,000 50,000 50,000 50,000 50,000 50,000 50,000 6.270 50,000 6.020 50,000 6.020 50,000 6.228 5,000 5.160 50,000 274 6.241 6.241 6.241 6.020 6.020 6.020 6.020 5.940 5.940 6.050 6.010 6.010 6.150 6.150 6.080 6.080 6.080 6.080 6.020 6.020 6.020 10,000 10,000 42,470 50,000 50,000 50,000 50,000 50,000 509000 32,000 50,000 50,000 10,000 50,000 50,000 50,000 50,000 50,000 1,963,666.67 5.445 50,000 1 8,361.11 6.104 50,000 1 8,361.11 6.104 50,000 1 8,361.11 6.104 03/24/00 REDEMPTIONS (continued) CP GECC PURCHASES CP GMAC CP GMAC CP GMAC CP GMAC CP GMAC Treas Bills Treas Bills 03/27/00 REDEMPTIONS CP GMAC CP GMAC CP GMAC CP GMAC CP GMAC CP Amer Exp CP Amer Exp CP Amer Exp CP Morg Stan CP GECC CP GECC CP GECC CP GECC FNMA FNMA PURCHASES CP Assoc CP Assoc CP GMAC CP GMAC CP GMAC CP GMAC CP GMAC CP Amer Exp CP Amer Exp CP FMCC CP FMCC CP Heller FNMA FNMA 03/24/00 6.020 50,000 1 8,361.11 6.104 03/27/00 5.900 15,000 03/27/00 5.900 50,000 03/27/00 5.900 50,000 03/27/00 5.900 50,000 03/27/00 5.900 50,000 03/01/01 5.900 50,000 03/01 /01 5.900 50,000 03/27/00 5.900 15,000 3 7,375.00 5.984 03/27/00 5.900 50,000 3 24,583.33 5.984 03/27/00 5.900 50,000 3 24,583.33 5.984 03/27/00 5.900 50,000 3 24,583.33 5.984 03/27/00 5.900 50,000 3 24,583.33 5.984 03/27/00 5.500 50,000 89 679,861.11 5.653 03/27/00 5.500 50,000 89 679,861.11 5.653 03/27/00 5.500 50,000 89 679,861.11 5.653 03/27/00 6.150 50,000 91 777,291.67 6.333 03/27/00 5.880 30,000 150 735,000.00 6.111 03/27/00 5.880 50,000 150 1,225,000.00 6.111 03/27/00 5.910 50,000 152 1,247,666.67 6.145 03/27/00 5.910 50,000 152 1",247,666.67 6.145 5.600% 03/27/00 5.000 50,000 488 3,369,888.89 5.003 5.600% 03/27/00 5.000 50,000 488 3,369,888.89 5.003 03/28/00 6.020 50,000 03/28/00 6.020 50,000 03/28/00 6.020 50,000 03/28/00 6.020 50,000 03/28/00 6.020 50,000 03/28/00 6.020 50,000 03/28/00 6.020 50,000 04/05/00 6.060 50,000 04/05/00 6.060 50,000 04/07/00 6.060 15,000 04/07/00 6.060 50,000 04/26/00 6.150 50,000 6.520% 03/16/01 6.642 10,000 6.520% 03/16/01 6.642 50,000 03/28/00 REDEMPTIONS CD CP Rabo 5.180% 03/28/00 5..170 25,000 330 1,191,243.18 5.271 CP Assoc Assoc 03/28/00 6.020 50,000 1 8,361.11 6.104 CP GMAC 03/28/00 03/28/00 6.020 6.020 50,000 50,000 1 1 8,361.11 6.104 CP GMAC 03/28/00 6.020 50,000 1 8,361.11 8,361.11 6.104 6.104 CP CP GMAC GMAC 03/28/00 6.020 50,000 1 8,361.11 6.104 CP GMAC 03/28/00 6.020 50,000. 1 8,361.11 6.104 CP Conagra 03/28/00 03/28/00 6.020 5.950 50,000 15,000 1 12 8,361.11 6.104 CP Morg Stan 03/28/00 5.780 50,000 29 29,750.00 232,805.55 6.044 5.887 PURCHASES CP Assoc 03/29/00 5.980 35,000 CP Assoc 03/29/00 5.980 50,000 CP GMAC 03/29/00 6.020 50,000 CP GMAC 03/29/00 6.020 50,000 CP GMAC 03/29/00 6.020 50,000 CP GMAC 03/29/00 6.020 50,000 CP GMAC 03/29/00 6.020 50,000 CP GMAC 03/29/00 6.020 50,000 CP Amer Exp 03/30/00 6.000 50,000 CP Amer Exp 03/30/00 6.000 50,000 03/29/00 RRS Treas Bills 06/22/00 5.77040,000 REDEMPTIONS BN BN B/A B/A 6.010% 03/29/00 6.010 50,000 152 1,268,777.78 6.093 CP Assoc 6.010% 03/29/00 6.010 50,000 152 1,268,777.78 6.093 CP Assoc 03/29/00 5.980 35,000 1 5,813.89 6.064 CP GMAC 03/29/00 03/29/00 5.980 6.020 50,000, 50,000 1 8,305.56 6.064 CP GMAC 03/29/00 6.020 50,000 1 1 8,361.11 8,361.11 6.104 6.104 CP CP GMAC GMAC 03/29/00 6.020 50,000 1 8,361.11 6.104 CP GMAC 03/29/00 03/29/00 6.020 6.020 50,000 50,000 1 8,361.11 6.104 CP GMAC 03/29/00 6.020 50,000 1 1 8,361.11 8,361.11 6.104 6.104 CP CP Amer Exp Amer Exp 03/29/00 03/29/00 5.940 50,000 6 49,500.00 6.028 CP W/F 5.940 50,000 6 49,500.00 6.028 CP GMAC 03/29/00 5.810 50,000 15 121,041.67 5.904 CP ConAgra 03/29/00 5.830 50,000 15 121,458.33 5.925 CP Morg Stan 03/29/00 03/29/00 5.890 5.780 15,000 50,000 28 68;716.67 5.999 CP CP Morg Stan 03/29/00 5.770 20,000 30 36 240,833.33 115,400.00 5.888 5.884 CP Morg Stan Morg Stan 03/29/00 5.770 50,000 36 288,500.00 5.884 03/29/00 5.770 50,000 36 288,500.00 5.884 12 03/29100 REDEMPTIONS (continued) CP GMAC 03/29/00 5.770 50,000 40 40 320,555.56 5.887 CP GMAC 03/29/00 03/29/00 5.770 5.640 50,000 30,000 82 385,400.00 5.792 CP FMCC 03/29/00 5.640 50,000 82 CP FMCC 03/29/00 5.650 50,000 91 714,097.22 5.811 CID Amer Exp 03/29/00 5.650 50,000 91 714,097.22 5.811 CP Amer Exp 03/29/00 5.650 50,000 91 714,097.22 5.811 CP Amer Exp 03/29/00 6.150 50,000 97 828,541.67 6.340 CP Morg Stan 03/29/00 6.150 50,000 97 828,541.67 6.340 CP Morg Stan 03/29/00 6.030 50,000 112 938,000.00 6.230 CP SRAC 03/29/00 5.880 50,000 148 1,208,666.67 6.109 CP GECC 03/29/00 5.880 50,000 148 1,208,666.67 6.109 CP GECC 03/29/00 5.880 50,000 148 1,208,666'.67 6.109 CP GECC 03/29/00 5.880 50,000 148 1,208,666.67 60 CP CP GECC GECC 03/29/00 5.910 50,000 159 1,305,125.00 .1 2 6.152 CP GECC 03/29/00 5.910 50,000 159 159 1,305,125.00 1'737,277078 6.152 CP GECC 03/29/00 03/29/00 5.910 5.770 50,000 50,000 92 . 5.937 Disc Notes FHLMC 03/29/00 5.770 50,000 92 737,277.78 5.937 Disc Notes FHLMC PURCHASES 91 CID Morg Stan 06/22/00 6.100 40,000 PURCHASES BN B/A 6.850% 03/28/01 6.850 50,000 BN B/A 6.850% 03/28/01 6.850 50,000 CP NCAT 03/30/00 6.000 50,000 CP NCAT 03/30/00 6.000 50,000 CP NCAT 03/30/00 6.000 50,000 CP NCAT 03/30/00 6.000 50,000 CP FMCC 04/03/00 6.010 5,000 CP FMCC 04/03/00 6.010 50,000 CP FMCC 04/03/00 6.010 50,000 CP SRAC 08/08/00 6.250 40,000 Disc Notes FHLB 03/23/01 6.250 50,000 Disc Notes FHLMC 03/01/01 6.270 43,950 Disc Notes FHLMC 03/29/01 6.270 25,000 Disc Notes FHLMC 03/29/01 6.270 50,000 Disc Notes FHLMC 03/29/01 6.270 50,000 Disc Notes FHLMC 03/29/01 6.270 50,000 Disc Notes FHLMC 03/29/01 6.270 50,000 Disc Notes FHLMC 03/29/01 6.270 50,000 Disc Notes FNMA 03/22/01 6.230 50,000 Disc Notes FNMA 03/22/01 6.230 50,000 FR SBA 6.125% 03/25/25 6.125 26,093 Treas Bills 03/01 /01 5.950 50,000 Treas Bills 03/01 /01 5.950 50,000 13 03/29/00 . PURCHASES (continued) FHLB 6.750% 02/15/02 7.020 25,000 03/30/00 RRS Treas Notes 5.500% 05/31/00 5.763 50,000 Treas Notes 5.500% 05/31/00 5.763 50,000 REDEMPTIONS CP CP NCAT NCAT 03/30/00 6.000 50,000 1 8,333.33 6.084 CP NCAT 03/30/00 03/30/00 6.000 6.000 50,000 1 8,333.33 6.084 CP NCAT 03/30/00 6.000 50,000 50,000 1 1 8,333.33 6.084 CP Amer Exp 03/30/00 6.000 50,000 2 8,333.33 6.084 CP Amer Exp 03/30/00 6.000 50,000 2 16,666.67 6.085 CP CP W/F GMAC 03/30/00 5.810 50, 000 16 16,666.67 129,111.11 6.085 5.905 CP W/F 03/30/00 03/30/00 5.830 50,000 16 129,555.56 926 CP W/F 03/30/00 5.760 5.760 10,000 50,000 29 46,400.00 5.5.926 867 CP W/F 03/30/00 5.760 50,000 29 34 232,000.00 5.867 CP SRAC 03/30/00 5.820 50, 291,000.00 5.871 CP GMAC 03/30/00 5.770 50,000 46 221,569.44 5.935 CP GMAC 03/30/00 5.770 50,000 41 328,569.44 5.888 Disc Notes FHLMC 03/30/00 5.170 50,000 281 328,569.44 5.5.888 Disc Notes FHLMC 03/30/00 5.135 50,000 282 2,017,736.11 Disc Notes FHLMC 03/30/00 5.135 50,000 282 2,011,208.33 5.462 24 MTN Assoc 5.250% 03/30/00 5.113 27,000 414 2,011,208.33 1,575,765.00 5.424 5.138 PURCHASES g/ CP CP Bear 05/31/00 6.090 50,000 Bear 05/31/00 6.090 50,000 PURCHASAES CD WestDeut 6.210% 06/30/00 6.210 50,000 CD WestDeut 6.210% 06/30/00 6.210 50,000 CP CP Rohm 03/31/00 6.130 19,000 CP Rohm 03/31/00 6.130 50,000 CP Amer Exp 04/03/00 6.080 50,000 CP Amer Exp 04/03/00 6.080 50,000 CP Amer Exp 04/03/00 6.080 50,000 CP Amer Exp 04/03/00 6.080 50,000 Amer Exp 04/03/00 6.080 50,000 CP CP Amer Exp 04/03/00 6.080 50,000 CP GECC GECC 06/30/00 6.100 50,000 CP GECC 06/30/00 6.100 50,000 CP GECC 06/30/00 6.100 50,000 06/30/00 6.100 50,000 14 03/30/00 . PURCHASES (continued) CP SRAC 07/03/00 6.150 50,000 CP GECC 07/10/00 6.170 45,000 CP GECC 07/10/00 6.170 50,000 Disc Notes FHLMC 03/29/01 03/29/01 6.290 6.290 50,000 50,000 Disc Notes FHLMC SBA 6.125% 04/25/25 6.125 9,092 FR FHLB 6.750% 02/15/02 7.000 25,000 FHLB 6.750% 02/15/02 7.000 50,000 FHLB 6.750% 02/15/02 7.016 50,000 FNMA 6.650% 03/30/01 6.666 50,000 FNMA 6.650% 03/30/01 6.666 50,000 03/31 /00 SALES Treas Bills 03/01 /01 5.915 50,000 2 2 32,812.56 32,812.56 12.683 12.683 Treas Bills 03/01 /01 5.915 50,000 REDEMPTIONS CD ABN Amro 5.870% 03/31/00 5•830 000 79 642,986.15 3,235.28 5.941 6.216 CP Rohm 03/31/00 6• 6.130 19,000 50,000 1 8,513.89 6.216 CP Rohm 03/31/00 03/31 /00 5.810 50,000 17 137,180.56 5.906 CP W/F 03/31 /00 5.810 50,000 17 137,180.56 5.90 5.8 CP CP W/F W/F 03/31 /00 5.760 20,000 30 30 96,000.00 120,208.33 5.878 CP Hertz 03/31 /00 5.770 5.760 25,000 50,000 30 240,000.00 5.868 CP W/F 03/31 /00 03/31/00 5.890 50,0000 597.22 6.002 CP Heller 03/31 /00 5.760 50,00 35 280,000.00 5.872 5.936 CP CP W/F SRAC 03/31/00 5.820 50,000 37 99 299,083.33 845,625.00 6.342 CP Morg Stan 03/31 /00 6.150 6.150 50,000 50,000 99 845,625.00 6.342 CP Morg Stan 03/31/00 03/31 /00 5.522 50,000 640 4,839,694.33 5.5 23 Treas Notes .5.500% RRP 5.500% 03/31/00 5.350 50,000 79 596,157.71) -5.424 Treas Notes PURCHASES CP GECC 04/03/00 6.180 50,000 15 a/ The abbreviations indicate the type of security purchased or sold; i.e., (U.S.) Bills, Bonds, Notes, Debentures, Discount Notes, and Participation Certificates: Federal National Mortgage Association (FNMA), Farmers Home Administration Notes (FHA), Student Loan Marketing Association (SLMA), Small Business Association (SBA), Negotiable Certificates of Deposit (CD), Negotiable Certificates of Deposit Floating Rate (CD FR), Export Import Notes (EXIM), Bankers Acceptances (BA), Commercial Paper (CP), Government National Mortgage Association (GNMA), Federal Home Loan Bank Notes (FHLB), Federal Land Bank Bonds (FLB), Federal Home Loan Mortgage Corporation Obligation (FHLMC PC) & (FHLMC GMC), Federal Farm Credit Bank Bonds (FFCB), Federal Farm Credit Discount Notes (FTC), Corporate Securities (CB), U.S. Ship Financing Bonds (TITLE XI'S), International Bank of Redevelopment (ORD), Tennessee Valley Authority (TVA) Medium Term Notes (MTN). b/ Purchase or sale yield based on 360 day calculation for discount obligations and Repurchase Agreements. c/ Repurchase Agreement. d/ Par amount of securites purchased, sold, or redeemed. e/ Securities were purchased and sold as of the same date. V Repurchase Agreement against Reverse Repurchase Agreement. ,/ Outright purchase against Reverse Repurchase Agreement. h/ Security "SWAP" transactions. Buy back agreement. RRS Reverse Repurchase Agreement. RRP Termination of Reverse Repurchase Agreement. 16 TIME DEPOSITS. AG RA HILLS Pacific Crest Bank 10/12/99 5.180 5,000,000 00 5,000,00 06/01/00 Pacific Crest Bank 02/18/00 10/12/99 5.830 5.390 5,000,000.00 10/16/00 Pacific Crest Bank 11/30/99 5.740 5,000,000.00 12/01/00 Pacific Crest Bank 12/28/99 5.980 5,000,000.00 12/27/00 Pacific Crest Bank ALHAMBRA 12/28/99 5.470 12,000,000.00 04/03/00 East West Bank 01/14/00 5.430 35,000,000. 04/13/00 East West Bank 01/21/00 5.560 35,000,0000 05/04 00 East West Bank 02/11/00 5.680 38,000,0 East West Bank �01/14/00 5.430 2,000,000.00 04/14/00 Grand National Bank 01/20/00 5.390 3,095,000.00 04/21/00 Grand National Bank 02/07/00 5.650 3,000,000.00 05/08/00 Grand National Bank 03/23/00 5.950 1,000,000.00 06/23/00 Grand National Bank 03/06/00 6.060 39000,000.00 09/06/00 Grand National Bank BEVERLY HILLS City National Bank 05/04/99 4.820 25,000,000.00 10,000,000.00 05/03/00 07/26/00 City National Bank 07/27f99 09/15/99 5.040 5.280 20,000,000.00 09/15/00 City National Bank 03/31/00 6.200 50,000,000.00 09/29/00 City National Bank 10/12/99 5.360 25,000,000.00 10/16/00 City National Bank 02/28/00 6.220 20,000,000.00 OZ/28/01 City National Bank CAME ON PARK Roseville First National Bank 01 /24/00 5.850 1,000,000.00 1,000,000.00 07/24/00 /08/00 005/01 Western Sierra National Bank 11 /08/99 5.420 6.040 3,000,000.00 /00 Western Sierra National Bank 02/03/00 CH_ North State National Bank 04/06/99 4.730 1'000,000.00 1,000,000.00 04/06/00 04f07 /00 North State National Bank 10/04/99 08/24/99 5.020 5.210 1,000,000.00 08/07/00 North State National Bank 09/07/99 5.240 500,000.00 09/01/00 North State National Bank 08/30/99 5.160 1,000,000.00 09/01/00 North State National Bank 01/11/00 5.390 10,000,000.00 04/10/00 Tri Counties Bank 03/09/00 5.880 10,000,000.00 00 �61�3/00 Tri Counties Bank 03/15/00 5.930 10,000,000.00 Tri Counties Bank 03/20/00 5.940 10,000,000.00 06/20/00 Tri Counties Bank 17 TIME DEPOSITS CITY OF INDUSTRY EverTrust Bank EverTrust Bank 03/13/00 5.860 1,000,000.00 06/12/00 EverTrust Bank 03/13/00 03/24/00 5 80 5.910 3,000,000.00 06/19/00 EverTrust Bank 01/20/00 0 50 2,000,000.00 06/26/00 EverTrust Bank 01/20/00 .68 3,000,000.00 07/18/00 .68 3,000,000.00 10/16/00 EL CENTRO Valley Independent Bank 02/02/00 5.770 Valley Independent Bank 02/07/00 5 710 15,000,000.00 05/02/00 Valley Independent Bank OZ/02/00 6.000 3,750,000.00 05/15/00 Valley Independent Bank 08/11 /99 5.250 5,000,000.00 07/31/00 3, 750, 000.00 08/11 /00 FRESNO United Security Bank United Security Bank 02/16/00 5.650 10,000,000.00 05/17/00 01/31/00 5.830 15, 000, 000.00 07/31 /00 FULLERTON Fullerton Community Bank 01/19/00 6.160 8, 000, 000.00 01 /19/01 INGLEWOOD Imperial Bank Bank 10/14/99 0Imperial 8/12/99 5.190 20,000,000.00 04/13/00 Imperial Bank 11/18/99 5.100 5.500 26,000,000.00 04/27/00 Imperial Bank 10/21 /99 5.290 25,000,000.00 05/18/00 Imperial Bank 10/28/99 5.450 25, 000, 000.00 05/25/00 Imperial Bank 12/22/99 2.920 20,000,000.00 06/22/00 Imperial Bank 02/24/00 6.040 25,000,000.00 07/06/00 Imperial Bank 01/27/00 5.930 18,000,000.00 08/10/00 Imperial Bank 03/02/00 6.110 25,000,000.00 08/17/00 Imperial Bank 02/03/00 6.120 25,000,000.00 09/14/00 Imperial Bank 03/09/00 6.190 50,000,000.00 09/14/00 Imperial Bank 03/30/00 6.320 25, 000, 000.00 10/12/00 18,000,000.00 11 /09/00 L_ Bank of Lodi Bank of Lodi 10/08/99 5.110 2,000,000.00 04/10/00 03/23/00 5.960 3, 000, 000.00 06/22/00 LOS ANGELES Broadway Federal Bank 07/01/99 5.200 Broadway Federal Bank 12/28/09 5.790 1,250,000.00 06/30/00 1,250,000.00 07/07/00 18 TIME DEPOSITS LOS ANGELES (continued) Broadway Federal Bank 09/29/99 5.230 5.950 500,000-00 9,000,000.00 10/02/00 06/19/00 Cathay Bank 12/20/99 03/28/00 5.930 10,000,000.00 06/28/00 06/22/00 Cathay Bank Community Bank 06/22/99 5.030 5.230 5,000,000.00 15,000,000.00 08/11/00 Community Bank 08/11/99 10/25/99 5.490 5,000,000.00 10/27/00 Community Bank 12/07/99 5.700 5,000,000.00 12/15/00 12//00 Community Bank 12/13/99 5.650 10,000,000.00 01 /12/01 Community Bank 01/10/00 6.040 20,000,000.00 04/25/00 Community Bank 01 /21 /00 5.560 7,000,000.00 04/28/00 General Bank 01/24/00 5.500 28,000,000.00 p5/02/00 General Bank 02/02/00 5.770 15,000,000.00 05/15/00 General Bank 02/14/00 5.690 15,000,OOOp:pp 06/01/00 Gener al Bank 02/18/00 5.800 10,000,00 06/08/00 General Bank 03/10/00 5.880 25,000,000.00 05/08/00 General Bank Manufacturers Bank 02/07/00 5.680 10,000,000.00 10,000,000.00 06/05/00 Manufacturers Bank 03/06/00 03/27/00 5.850 5.930 10,000,000.00 06/26/00 Manufacturers Bank 03/13/00 6.110 13,000,000.00 ,000,000-00 09/11/00 Manufacturers Bank 01 /04/00 5.480 04/03/00 Preferred Bank 01/18/00 5.430 3,000,000.00 04/18l00 Preferred Bank 02/14/00 5.670 4,000,000.00 05/15/00 05/31/00 Preferred Bank Preferred Bank 03//00 5.830 5,000,000.00 05/31 /00 Preferred Bank 0 /0 /00 03/14/00 5.810 5.920 9,000,000.00 06/12/00 Preferred Bank 03/20/00 5.890 9,000,000.00 06/20/00 11 /30/00 Preferred Bank State Bank of India 11/19/99 5.600 2,000,000.00 2,000,000.00 01/19/01 State Bank of India 01/31/ 08/31/99 6.110 5.290 4,000,000.00 08/31/00 Wilshire State Bank 01 /17/00/00 6.090 4,000,000.00 01/12/01 Wilshire State Bank 03/1 6.230 4,000,000.00 03/19/01 Wilshire State Bank MERCED 5,000,000.00 09/11/00 County Bank 03/16.180 5,000,000.00 03/09/01 County Bank 03/09/00 l00 6.200 MONTEREY PARK Trust Bank FSB /27/5.790 6.180 2,000,000-00 4,000,000.00 06/26/00 10/02/00 Trust Bank FSB 03 /27/00 OAK_ DALE Oak Valley Community Bank 11 /31/99 5.360/00 500,000.00 1,000,000.00 05/01 /00 05/01 /00 Oak Valley Community Bank 01 / 5.680 19 TIME DEPOSITS OAKDALE (continued) Oak Valley Community Bank Oak Valley Community Bank Oak Valley CommunityBank Oak Valley Community Bank Oak Valley CommunityBank Oak Valley Community08/10/99 Bank Oak Valley Community Bank ONTARIO 05/06/99 03/31/00 02/04/00 09/27/99 03/24/00 4.830 5.930 5.390 5.830 5.220 5.190 6.230 500,000.00 1,000,000.00 500,000.00 500,000.00 500,000.00 500 ,000.00 1, 000, 000.00 05/22/00 06/30/00 07/31/00 08/02/00 09/29/00 0/9/00 03/23/01 Citizens Business Bank Citizens Business Bank Citizens Business Bank Citizens Business Bank Citizens Business Bank Citizens Business Bank Citizens Business Bank PALM SPRINGS 04/07/99 08/23/99 06/16/99 07/07/99 08/10/99 03/22/00 03/08/00 4.720 4.970 5.150 5.100 5.220 6.180 6.240 10,000,000.00 20,000,000.00 10,000,000.00 5,000,000.00 10,000,000.00 10,000,000.00 5, 000, 000.00 04/06/00 05/25/00 06/15/00 07/06/00 08/09/00 09/18/00 03/08/01 Canyon National Bank 03/17/00 5.920 95,000.00 06/16/00 PALO ALTO Bay Area Bank Cupertino National Bank Cupertino National Bank Mid -Peninsula Bank Mid -Peninsula Bank Peninsula Bank of Commerce PALOS VERDES ESTATES 10/08/99 03/22/00 02/04/00 OZ/04/00 03/24/00 03/ 4/00 5.140 6.180 5.870 5.870 6.150 6.110 5,000,000.00 10,000,000.00 10,000,000.00 15,000,000.00 10,000,000.00 15, 000,000.00 04/17/00 09/18/00 08/OZ/00 08/02/00 09/20/00 09/11 /00 Malaga Bank 03/28/00 6.250 6, 000, 000.00 09/26/00 PICO RIVERA Pacific West National Bank 11/23/99 5.650 1, 000, 000.00 11 /30/00 PLACERVILLE El Dorado Savings Bank El Dorado Savings Bank 02/08/00 03/22/00 6.230 6.250 5,000,000.00 5,000,000.00 02/08/01 03/22/01 20 TIME DEPOSITS POMONA 11/30/99 5.900 8,000,000.00 12/01/00 PFF Bank and Trust 03/09/01 PFF Bank and Trust 03/10/00 6.450 10,000,000.00 PETALLI 01/24/00 5.840 2,500,000.00 07/24/00 Bank of Petaluma 02/07/01 Bank of Petaluma 02/07/00 6.210 1,000,000.00 REDDING North Valley Bank 03/22/00 6.190 3,000,000.00 09/18/00 RICHMOND Mechanics Bank 04/05/99 4.740 10,000,000.00 10,000,000.00 04/04/00 05/05/00 Mechanics Bank 05/06/99 06/11/99 4.810 5.150 10,000,000.00 06/12/00 Mechanics Bank 08/12/99 5.250 10,000,000.00 08/11l00 Mechanics Bank 10/07/99 5.330 10,000,000.00 10/13/00 Mechanics Bank 03/07/00 6.230 101000,000.00 03/07/01 Mechanics Bank SACRAMENTO American River Bank 09/29/99 4.990 1,000,000.00 1,000,000.00 04/03/00 06/26/00 American River Bank 12/28/99 /22/28//99 5.770 6.200 3,000,000-00 09/26/00 American River Bank 1 5.960 1,000,000 00 12/27/00 American River Bank � 03/03/00 6.290 500,000.00 03/05/01 Bank of Sacramento Q2/16/00 6.240 1,000,000.00 02/16/01 Bank of Sacramento 01/1 /000/00 20,000,000.00 03/23/01 Golden One Credit Union 01 /1.440 5.180 5,000,000.00 04/10/00 River City Bank 0/31/99/00 5.210 5,000,000.00 08/18/00 River City Bank 01 / 6.140 5,000,000.00 10/27/00 River City Bank 07/15/99 5.000 10,000,000.00 07/14/00 Sanwa Bank of California 07/27/99 5.010 5,000,000.00 07l26/00 Sanwa Bank of California 08/16/99 5.190 50,000,000.00 08/15/00 Sanwa Bank of California 08/23/99 5.180 10,000,000.00 08/22/00 Sanwa Bank of California 02/07/00 6.180 000000.00 7,, 02/09/01_ Sanwa Bank of California 01/25/00 5.450 50,000,000.00 04/25/00 Union Bank of California 02/01/00 5.660 100,000,000.00 05/02/00 Union Bank of California 02/15/00 5.640 50,000,000.00 05/16/00 Union Bank of California 02/23/00 5.810 100,000,000.00 05/23/00 Union Bank of California 03/28/00 6.220 100,000,000.00 09/25/00 Union Bank of California 21 TIME DEPOSITS SAL_ Community Bk Central California 01/26/00 5.480 8,000,000.00 04/20/00 Community Bk Central California 01/27/00 5.610 12,000,000.00 04/27/00 Community Bk Central California 02/01/00 5.630 10,000,000.00 05/01/00 Community Bk Central California 02/02/00 5.720 10,000,000.00 05/31/00 SAN DIEGO First United Bank 11/30/99 5.700 1,500,000.00 12/01/00 Neighborhood National Bank 02/02/00 6.240 1,000,000.00 02/09/01 San Diego First Bank 06/22/99 5.030 1,500,000.00 06/21/00 San Diego First Bank 08/04/99 5.150 1,000,000.00 08/07/00 SAN FRANCISCO Bank of Canton California 05/06/99 4.810 5,000,000.00 05/05/00 Bank of Canton California 05/13/99 4.780 5,000,000.00 05/12/00 Bank of Canton California 06/01/99 5.000 5,000,000.00 05/31/00 Bank of Canton California 06/02/99 5.000 5,000,000.00 05/31/00 Bank of Canton California 07/21/99 4.950 5,000,000.00 07/21/00 Bank of Canton California 09/01/99 5.280 5,000,000.00 09/01/00 Bank of Canton California 11/10/99 5.430 15,000,000.00 09/01/00 Bank of Canton California 09/13/99 5.290 5,000,000.00 09/13/00 Bank of Canton California 11/10/99 5.460 10,000,000.00 11/10/00 Bank of the West 01/05/00 5.490 34,000,000.00 04/04/00 Bank of the West 01/12/00 5.380 50,000,000.00 04/14/00 Bank of the West 04/29/99 4.760 51,500,000.00 04/29/00 Bank of the West 01/31/00 5.620 25,000,000.00 05/01/00 Bank of the West 11/02/99 5.340 25,000,000.00 05/05/00 Bank of the West 02/16/00 5.640 25,000,000.00 05/16/00 Bank of the West 02/22/00 5.760 50,000,000.00 05/22/00 Bank of the West 08/27/99 4.960 25,000,000.00 05/25/00 Bank of the West 05/19/99 4.890 30,000,000.00 05/25/00 Bank of the West 05/26/99 4.860 87,000,000.00 05/25/00 Bank of the West 03/02/00 6.070 50,000,000.00 09/01/00 California Federal Bank 01/18/00 5.440 100,000,000.00 04/17/00 California Federal Bank 01/05/00 6.080 8,000,000.00 01/05/01 Millennium Bank 10/27/99 5.390 2,000,000.00 05/01/00 Millennium Bank 03/03/00 5.840 1,000,000.00 06/01/00 Millennium Bank 03/03/00 6.090 1,000,000.00 08/30/00 Oceanic Bank 03/07/00 6.230 2,000,000.00 03/15/01 Oceanic Bank 03/15/00 6.210 2,000,000.00 03/15/01 Trans Pacific National Bank 03/17/00 6.250 800,000.00 03/19/01 United Commercial Bank 03/20/00 6.240 25,000,000.00 03/20/91 United Commercial Bank 10/04/99 5.030 20,000,000.00 04/05/00 United Commercial Bank 09/20/99 5.100 20,000,000.00 04/27/00 United Commercial Bank 02/11/00 5.690 20,000,000.00 05/11/00 22 TIME DEPOSITS SAN FRANCISCO (continued) United Commercial Bank United Commercial Bank SANJOSE San Jose National Bank SAN LEANDRO Bay Bank of Commence SAN LUIS OBISPO First Bank of San Luis Obispo First Bank of San Luis Obispo First Bank of San Luis Obispo First Bank of San Luis Obispo First Bank of San Luis Obispo Mission Community Bank Mission Community Bank Mission Community Bank San Luis Trust Bank San Luis Trust Bank SAN RAFAEL Westamerica Bank Westamerica Bank Westamerica Bank Westamerica Bank Westamerica Bank Westamerica Bank Westamerica Bank SANTA BARBARA FNB of Central California FNB of Central California FNB of Central California Santa Barbara Bank & Trust Santa Barbara Bank & Trust Santa Barbara Bank & Trust Santa Barbara Bank & Trust Santa Barbara Bank & Trust Santa Barbara Bank & Trust Santa Barbara Bank & Trust 09/03/99 5.310 20,000,000.00 09/01 /00 10/07/99 5.360 10,000,000.00 10/13/00 07/12/99 5.010 5,000,000.00 07/11/00 01 /13/00 5.47 5,000,000.00 04/12/00 01/14/00 5.440 1,000,000.00 04/13/00 01 /25/00 5.500 1,000,000.00 04/24/00 02/04/00 5.630 3,600,000.00 05/05/00 02/10/00 5.710 2,000,000.00 05/10/00 02/22/00 5.770 2,500,000.00 05/22/00 01/10/00 5.420 500,000.00 04/10/00 01/10/00 5.700 1,000,000.00 07/10/00 01/10/00 6.060 500,000.00 01 /12/01 01/13/00 5.460 350,000.00 04/12/00 01 /31 /00 5.930 1,000,000.00 08/04/00 01/12/00 5.440 25,000,000.00 04/14/00 01/19/00 5.390 25,000,000.00 04/18/00 02/14/00 5.680 50,000,000.00 05/15/00 03/20/00 5.910 25,000,000.00 06/19/00 01/27/00 5.800 25,000,000.00 07/25/00 01 /31 /00 5.910 25,000,000.00 07/31 /00 01/31/00 5.910 25,000,000.00 08/07/00 01/10/00 5.690 10,000,000.00 07/10/00 03/31/00 6.080 5,000,000.00 08/07/00 02/07/00 5.870 5,000,000.00 08/07/00 10/04/99 5.010 5,000,000.00 04/07/00 10/08/99 5.110 5,000,000.00 04/17/00 03/08/00 5.880 10,000,000.00 06/09/00 01/07/00 5.740 5,000,000.00 07/07/00 01/07/00 5.740 5,000,000.00 07/07/00 01/14/00 5.690 5,000,000.00 07/14/00 01/14/00 5.690 5,000,000.00 07/14/00 23 Y TIME DEPOSITS SANTA BARBARA (continued) Santa Barbara Bank & Trust 01/19/00 5.710 10,000,000.00 07/21/00 Santa Barbara Bank & Trust 01/21/00 5.900 5,000,000.00 08/11/00 Santa Barbara Bank & Trust 02/11/00 6.030 5,000,000.00 08/11/00 Santa Barbara Bank & Trust 03/03/00 6.070 5,000,000.00 09/08/00 Santa Barbara Bank & Trust 03/17/00 6.170 5,000,000.00 09/08/00 SANTA CLARA Bank of Santa Clara 03/17/00 5.900 2,000,000.00 06/15/00 Bank of Santa Clara 03/17/00 6.170 2,000,000.00 09/13/00 Bank of Santa Clara 03/17/00 6.230 2,000,000.00 03/19/01 SANTA CLARITA Valencia Bank & Trust 9/23/99 5.28 1,000,000.00 9/22/00 SANTA CRUZ Coast Commercial Bank 01/18/00 5.430 5,000,000.00 04/21/00 Coast .Commercial Bank 03/13/00 5.870 20,000,000.00 06/12/00 SARATOGA Saratoga National Bank 06/22/99 5.100 1,750,000.00 06/30/00 Saratoga National Bank 10/01/99 5.150 5,000,000.00 06/30/00 STOCKTON Union Safe Deposit Bank 01/14/00 5.480 10,000,000.00 04/13/00 Union Safe Deposit Bank 02/15/00 5.680 10,000,000.00 05/16/00 Union Safe Deposit Bank 03/15/00 6.260 10,000,000.00 03/15/01 Washington Mutual Bank 09/17/99 5.260 15,000,000.00 09/15/00 Washington Mutual Bank 03/21/00. 6.160. 15,000,000.00 09/15/00 Washington Mutual Bank 10/13/99 5.370 15,000,000.00 10/27/00 Washington Mutual Bank 11/08/99 5.420 15,000,000.00 11/13/00 Washington Mutual Bank 12/20/99 5.940 15,000,000.00 12/28/00 Washington Mutual Bank 01/24/00 6.120 15,000,000.00 01/23/01 Washington Mutual Bank 02/18/00 6.210 15,000,000.00 02/22/01 TORRANCE China Trust Bank (USA) 01/05/00 5.500 10,000,000.00 04/04/00 China Trust Bank (USA) 01/24/00 5.490 15,000,000.00 04/24/00 China Trust Bank (USA) 02/14/00 5.690 5,000,000.00 05/15/00 China Trust Bank (USA) 03/06/00 5.830 10,000,000.00 06/05/00 China Trust Bank (USA) 03/09/00 5.880 10,000,000.00 06/07/00 24 TIME DEPOSITS TORRANCE (continued) China Trust Bank (USA) 03/17/00 5.900 5,000,000.00 South Bay Bank 11/02/99 5.400 2,000,000.00 South Bay Bank 03/13/00 5.890 2,000,000.00 South Bay Bank 01/31/00 5.880 1,000,000.00 TUSTIN First Fidelity Thrift & Loan 01/18/00 5.440 5,000,000.00 First Fidelity Thrift & Loan 01 /28/00 5.620 4,000,000.00 First Fidelity Thrift & Loan 01/19/00 5.700 5,000,000.00 First Fidelity Investment & Loan 02/11/00 5.680 6,000,000.00 First Fidelity Investment & Loan 03/01/00 6.210 15,000,000.00 Sunwest Bank 01/11/00 5.650 3,500,000.00 Sunwest Bank 01/21/00 5.810 2,500,000.00 Sunwest Bank 01/13/00 5.720 3,300,000.00 Sunwest Bank 01/21/00 5.820 2,500,000.00 Sunwest Bank 03/08/00 6.100 1,000,000.00 TOTAL TIME DEPOSITS AS OF MARCH 31, 2000 3,178,490,000.00 25 06/16/00 05/01 /00 06/12/00 07/31 /00 04/17/00 04/28/00 07/17/00 05/11 /00 03/01 /01 07/10/00 07/19/00 07/27/00 07/31 /00 09/08/00 BANK DEMAND DEPOSITS MARCH 2O00 ($ in thousands) DAY OF MONTH BALANCES WARRANTS PER B_ OUTSTANDING 1 2 $ 769003 $ 1,768,332 3 413,003 2,2219339 4 368,432 2,368,101 5 368,432 29368,101 6 368,432 29368,101 7 350,039 1,983,899 8 266,053 19624,972 9 1579950 1,450,973 10 129,956 1,645,242 11 4449120 1,698,186 12 4449120 1,698,186 13 444,120 1,698,186 14 2849480 1,511,666 15 185,137 1,431,090 16 507,440 1,383,928 17 328,165 1,572,838 18 506,331 195539891 19 506,331 195539891 20 � 5069331 1,553,891 21 420,149 1,555,678 22 297,407 19477,489 23 415,823 1,389,619 24 287,096 115149797 25 3699211 1,767,836 26 369,211 1,767,836 27 369,211 1,767,836 28 234,297 1,546,721 29 3409444 11748,439 30 88,488 1,574,489 31 19,695 3,1349536 2499157 2,682,835 AVERAGE DOLLAR DAYS $326,292,749 a/ a/ The prescribed bank balance for March was $321,595. This co nsisted of $163,674 in compensating balances for services, balances for uncollected funds of $157,921 and a deduction of $4,759 for February delayed deposit credit. 26 DESIGNATIONBY POOLED MONEY INVESTMENT BOARD OF TREASURY POOLED MONEY INVESTMENTS AND DEPOSITS No. 1609 In accordance with sections 16480 through 16480.8 of the Government Code, the Pooled oroney Investment deposit and investment t its meeting on March 15, 2000, has determined and designated the amount of money the under said sections. In accordance with sections 16480.1 and 16480.2 ofatnd savinrs and loan associations or invested nment Code, it is the intent in e Gove money available for deposit or investment be deposited in bank accounts 9 securities in such a manner so as to realize the maximum return consistent withtsaf bank e and prud ntst savings madam ent, - and the Board does hereby designate the amount of money available for deposiof such deposits and investments as follows: actions, and for investment in securities and the type 1. In accordance with law, for deposit in demand b k accounts as Compensating Balance for Services $ 190,368,000 Cal ses of The active noninterest-bearing bank accounts designation constitutes a calendar m the daily balances any amounts contained the ein as computing the compensating balances, the Treasurer shall exclude froany a result of nondelivery of securities purchased for "cash" for the Pooled Money Investment Account and shall n such accounts may fall below the albove amount depositsdeposits not credited by the bank as of the date of deposit. The balances provided that balances computed by dividing the sum of daily balances of that calendar month by the number of days in P t the approximates that amount. The balances may exceed this amount during heavy collection the calendar month reasonably the es periods or in anticipation of large impending warrant presentations to the Treasury, udent treasury balance are to be maintainedin such a manner as to realize the maximum return consistent with safe a p 2. In accordance with law, for investment in securities authorized by section 16430, Government Code, or in term interest - bearing deposits in banks and savings and loan associations as folio Time Deposits in Various Financial Institutions In Securities (sections 16503a Estimated From To Transactions (section 16430)' 16602 ' and Z-- $ Total 32,025,900,000 ( 1) 03/13/2000 03/17/2000 $ 775,400,000 $ 28,908,505,000 $ 3,117,395,000 3,117,395,000 $ 2, 300,00 (2) 03/20/2000 03/24/2000 $ 1,826,400,000 $ 30,734,905,000 $ $ 3,117,395,000 $ 3, 85,000,000 (3) 03/27/2000 03/31/2000 $ (1,867,300,000) $ 28,867,605,000 $ 3,117,395,000 $ 31,85 ,000,000 (4) 04/03/2000 04/07/2000 $ (1,332,000,000) $ 27,535,605,000 $ 3,117,395,000 $ 32 00,000 742,870,100,000 (5) 04/10/2000 04/14/2000 $ 2,089,100,000 $ 29,624,705,000 $ 3,117,395,000 37 (6) 04/17/2000 04/21/2000 $ 5,127,900,000 $ 34,752,605,000 From any of the amounts specifically designated above, not more than 30 percent in the aggregate may be invested in prime commercial paper under section 16430(e), Government Code from Additional amounts available in treasury trust account and ithe d sienated above. e to time, in excess of the m amounts and for the same types of investments as specifically 9 own undersubject Provided, that the availability of the amounts shbe reduced be ow the calamount calendar month average balance which the bank accounts under paragraph 1 would otherwise of $ 190,368,000. POOLED MC NI y INVESTMENT BOARD: J Chairperson Member Dated: March 15, 2000 Member " Government Code 27 INVESTMENT ADVISORY BOARD Written Correspondence C Meeting Date: June 7, 2000 TITLE: LAIF Answer Book Update BACKGROUND: From time to time LAIF updates their answer book. No significant changes to the updated information was noted by staff. RECOMMENDATION: eceive ,and file. Johbn M. Falconer, Finance Director MARCH 319 2000 QUARTERLY ANSWER BOOK UPDATE REPLACEMENT PAGES 29 49 59 129 139 14, 159 16, 17, 18, 19, 209 21, 229 23, 249 259 269 279 28, 379 399 409 41, 42 AND 47 Additionally, the PMIA has Policies, Goals and Objectives for the portfolio to make certain that our goals of Safety, Liquidity and Yield are not jeopardized and that prudent management prevails. These policies are formulated by investment staff and reviewed by both the PMIB and the LAIF Board on an annual basis. The State Treasurer's Office is audited by the Bureau of State Audits on an annual basis. The resulting opinion is included in the subsequent Pooled Money monthly report following its publication. The Bureau of State Audits also has a continuing audit process throughout the year. All investment and LAIF claims are audited on a daily basis by the State Controller's Office as well as an in-house audit process involving three separate divisions. It has been determined that the State of California cannot declare bankruptcy under Federal regulations, thereby allowing the Government Code Section 16429.3 to stand. This Section states that "money placed with the state treasurer for deposit in the LAIF shall not be subject to either: (a) transfer or loan pursuant to Sections 16310, 16312, or 16313, or (b) impoundment or seizure by any state official or state agency." The LAIF has grown from 293 participants and $468 million in 1977 to 2,785 participants and $12.5 billion in 2000. State Treasurer's Office Local Agency Investment Fund P.O. Box 942809 Sacramento, CA 94209-0001 (916) 653-3001 http://www.treasurer.ca.gov 2 Revised March 31, 2000 LOCAL AGENCY INVESTMENT FUND Participation as of 03/31/00 2,785 Agencies 227 187 BONDS TRUSTEES 7% 54 COUNTIES 0 465 CITIES g o/ ° 11"YoL 19852 DISTRICTS 66% ■ 54 COUNTIES ❑ 465 CITIES ■ 1,852 DISTRICTS ■ 227 TRUSTEES ■ 187 BONDS 4 Revised March 31, 2000 PHILIP ANGELIDES TREASURER STATE OF CALIFORNIA INVESTMENT DIVISION SELECTED INVESTMENT DATA ANALYSIS OF THE POOLED MONEY INVESTMENT ACCOUNT PORTFOLIO (000 OMITTED) MARCH 31, 2000 PERCENTAGE CHANGE FROM TYPE OF SECURITY AMOUNT PERCENT PRIOR MONTH Government Bills $ 1,373,355 4.03 +0.36 Bonds 0 0.00 0 Notes 1,998,424 5.87 -0.30 Strips 0 0.00 0 Total Governments $ 3,371,779 9.90 +0.06 Federal Agency Coupons $ 3,589,987 10.55 +0.49 '^ Ceritficates of Deposit 5,858,704 17.20 +7.14 Bank Notes 1,890,014 5.55 +0.12 Bankers' Acceptances 0 0.00 0 Repurchases 0 0.00 0 Federal Agency Discount Notes 5,129,982 15.06 +0.27 Time Deposits 3,178,490 9.33 +0.67 GNMAs 1,385 0.00 0 Commercial Paper 6,860,354 20.14 -2.54 FHLMC 13,396 0.04 0 Coporate Bonds 2,581,581 7.59 +0.43 Pooled Loans 1,928,224 5.66 -0.25 GF Loans 0 0.00 0 Reversed Repurchases (348,170) 1.02 +0.28 Total (All Types) $ 34,055,726 100.00 Average Life of Portfolio as of March 31, 2000 is 201 Days 5 Revised March 31, 2000 State of California Pooled Money Investment Account Market Valuation 3/31 /00 K. .a ,R A rn United States Treasury: Bills $ 1,373,354,673.69 $ 1,400,097,100.73 $ 1,397,435,391.66 NA Notes $ 1,998,424,355.83 $ 1,998,424,355.83 $ 1,982,655,500.00 $ 24,341,411.25 Federal Agency: Bonds $ 2,736,090,316.95 $ 2,734,263,871.80 $ 2,720,098,087.95 $ 39,438,479.26 Floaters $ 100,000,000.00 $ 100,000,000.00 $ 100,000,000.00 $ 890,625.00 MBS $ 441,758,316.87 $ 441,758,316.87 $ 418,725,930.49 $ 2,395,110.85 GNMA $ 1,385,017.82 $ 1,385,017.82 $ 1,546,811.32 $ 13,654.15 SBA $ 312,138,340.80 $ 311,898,277.20 $ 311,146,970.24 1 2,848,784.15 FHLMC PC $ 13,396,428.51 $ 13,396,428.51 $ 13,801,521.49 $ 215,320.26 Discount Notes $ 5,129,981,858.47 $ 5,228,279,188.18 $ 5,225,447,815.04 NA Bankers Acceptances $ - $ - $ - NA Corporate: Bonds $ 1,118,649,105.67 $ 1,117,935,465.24 $ 1,107,568,765.85 $ 19,918,614.56 Floaters $ 1,462,931,944.91 $ 1,462,144,214.98 $ 1,465,671,788.50 $ 10,115,963.83 CDs $ 5,858,704,385.56 $ 5,857,684,785.54 $ 5,850,906,850.33 $ 126,467,704.14 Bank Notes $ 1,890,013,744.49 $ 1,890,005,313.93 $ 1,887,317,584.00 $ 44,348,313.86 Repurchase Agreement., $ - $ - $ - NA Time Deposits $ 3,178,490,000.00 $ 3,178,490,000.00 $ 3,178,490,000.00 NA AB 55 & GF Loans $ 1,928,223,685.88 $ 1,928,223,685.88 $ 1,928,223,685.88 NA Commercial Paper $ 6,860,354,375.02 $ 6,900,456,377.80 $ 6,898,961,066.67 NA Reverse Repurchase $ 348,170,430.00 $ 348,170,430.00 $ 348,170,430.00 $ 1,538,711.45 1 TOTAL $ 34,055,726,120.47 $ 34,216,271,970.31 $ 34,139,827,339.42 $ 269,455,269.86 Fair Value Including Accrued Interest $ 34,409,282,609.28 Repurchase Agreements, Time Deposits, AB 55 & General Fund loans, and Reverse Repurchase agreements are carried at portfolio book value (carrying cost). -- The value of each participating dollar equals the fair value divided by the amortized cost (.997765840). As an example: if an agency has an account balance of $20,000,000.00, then the agency would report its participation in the LAIF valued at $19,955,316.80 or $20,000,000.00 x .997765840. 12 Revised March 31, 2000 O 444 (Y) Co 4 C r CM CD CD ~ M N O (D dg Co O V N ti tOA N r r r O bFt EF} C r CD Co oo a w w � I— Fes- Q M COD a 'Cr � � r O N 0 r CS + D CMD C) � � r N C) Co 0 T= C7 !) CG CD N C o r M r � � r � !OD M o T � � r (0 � N � o r 'Cr to � O ti N N o \ O O Cl Of N td O N N ti o r � CD ODD OO T � r dg ff1 � bg � N Nr a CD N 1 E+g fill d� if} r � Z Co Z I- a M w U U am 0) C C.� C 0 ai oo 0 > 0 0 C'0 o 0 C CLLw C� tCf a a C a a o to a o a L L ,C Ccc C o tm LL ii 0 0 0 0 Z Z Z Z 13 Revised March 31, 2000 SOURCE OF FUNDS Pooled Money Investment Account as of 3/31/00 $34.056 Billion Surplus Local Money Agencies 39.04% 36.24% OTHER General .24% Fund 24.48% 14 Revised March 31, 2000 Office of the State Treasurer unt Approved by Treasurer Philip Angelides on March 2, 2000 15 Revised March 31, 2000 STATE TREASURER'S OFFICE STATEMENT OF PORTFOLIO MANAGEMENT GOALS, OBJECTIVES AND POLICIES POOLED MONEY INVESTMENT ACCOUNT-PMIA All state money held by the State Treasurer in Treasury trust accounts, and all money in the State Treasury,..... is appropriated for the purpose of investment and deposit as provided in article 4.5, Section 16480 et. al. of the Government Code. GOAL I. PORTFOLIO SAFETY/DIVERSIFICATION The pool will be managed to insure the safety of the portfolio by investing in high quality securities and by maintaining a mix of securities that will provide reasonable assurance that no single investment or class of investments will have a disproportionate impact on the total portfolio. OBJECTIVE: In addition to the safety provided by investing in high quality securities, the safety of the portfolio is enhanced three ways by maintaining a prudent mix (i.e., diversity) of investments: 1) Spreading investments over different investment types minimizes the impact any one industry/investment class can have on the portfolio; 2) Spreading investments over multiple credits/issuers within an investment type minimizes the credit exposure of the portfolio to any single firm/institution; and 3) Spreading investments over various maturities minimizes the risk of portfolio depreciation due to a rise in interest rates. An unforeseen liquidity need allows no options if "all your eggs are in one basket." POLICY: The portfolio shall contain a sufficient number and diversity of marketable securities so that a reasonable portion of the portfolio can be readily converted to cash without causing a material change in the value of the portfolio. Limitation and eligibility as to specific investments are to be determined by the Pooled Money Investment Board in the case of Commercial Paper, the Treasurer's Office Investment Committee in cases of new dealer authorizations and approval of new corporate investments, and the Treasury Investment Division in all other matters. GOAL II. LIQUIDITY The pool will be managed to ensure that normal cash needs, as well as scheduled extraordinary cash needs can be met. Further, adequate liquidity shall be maintained to ensure the unforeseen cash needs, whether ordinary or extraordinary. OBJECTIVE: The pool will maintain a "cash flow generated" portfolio balance sufficient to cover specifically the one month prepared cash forecast, as well as generally 16 March 2, 2000 the six month prepared cash forecast. Further, sufficient marketable treasuries will be maintained to cover unforeseen withdrawals or delayed deposits. POLICY: First priority is given to maintaining specific calendar liquidity, as dictated by the most recent cash forecast. Second priority is the maintenance of Treasury Bill positions adequate to meet unscheduled needs. Final consideration would be given to "other" investments deemed appropriate to portfolio maintenance, enhancement, or restructuring. GOAL III. RATE OF RETURN Pooled investments and deposits shall be made in such a way as to realize the maximum return consistent with safe and prudent treasury management. OBJECTIVE: The rate of return will be maintained on a consistent level representative of current market yield direction. POLICY: Sales gains/losses will not be incurred to the point of radically altering the final quarterly apportionment rate. Significant sales gains will be offset for restructuring purposes to maintain consistent current return, as well as maximizing future portfolio performance. Significant sales losses shall be incurred only by consent of the Treasurer, or when sufficient profits negate the alteration of the apportionment rate. Range bonds and inverse yielding securities are examples of the types of investments which are precluded by the above stated objective. CONFORMANCE All of the foregoing goals, objectives and policies shall be observed by the Chief of Investments or his designee, monitored by the Treasurer's Investment Committee, and reviewed continually by the Treasurer or his/ her assistant. 17 March 2, 2000 STATE TREASURER'S OFFICE STATEMENT OF PORTFOLIO MANAGEMENT GUIDELINES POOLED MONEY INVESTMENT ACCOUNT-PMIA The State Treasurer's Investment Division has set forth a general declaration of portfolio goals, objectives and policies. Following are various guidelines necessary to the good faith observance of these policies. I. GUIDELINES FOR MAINTAINING SAFETY/DIVERSIFICATION There are few statutory limitations placed on individual categories of authorized investments. However, this does not entitle the investment staff to "carte blanche" participation in these security types. In the absence of direct statutory limitations, the "prudent person rule" shall be utilized by the investment staff. As market conditions change, altering credit risk, marketability, yield spreads, and securities availability, application of this rule shall govern any investment decision. This application shall be discussed as soon as time permits with the Chief of Investments. At the Chief of Investments determination, the situation may be discussed with the full investment committee or brought directly to the attention of the Treasury Management. Following are various considerations/limitations as they pertain to specific investment types: A. U.S. Treasury Securities 1) Maximum maturity: Statutory: 30 years. Policy: 5 years. 2) Maximum par value, total portfolio: None. 3) Maximum par value per name: None. 4) Maximum par value per maturity: None. 5) Credit: Full faith and credit of the Federal Government. Treasury Bills are maintained for liquidity, trading, and yield enhancement as the underlying security in a Reverse Repurchase transaction. Treasury strips and full coupon securities are purchased for average maturity preservation, liquidity, and trading. 18 March 2, 2000 -- B. Federal Agency Securities 1) Maximum maturity: Statutory: 30 years. Policy: 5 years. 2) Maximum par value, total portfolio: None. 3) Maximum par value per name: None. 4) Maximum par value per maturity: None. 5) Credit: Despite there being no statutory limitations concerning this category, prudent investment practice necessitates constant credit analysis of certain issuing agencies. Although there exists an implicit or explicit government guarantee of the various agency issues, market perception often limits the liquidity of these issues. C. Bankers Acceptances-Domestic/Foreign 1) Maximum maturity: Statutory: None. Policy: 180 days. (This maximum maturity is a criterion used to determine eligibility for purchase by the Federal Reserve. Our authority is based on the eligibility as determined by the Fed. However, since the Fed has discontinued its eligibility requirements and purchases, this criterion is no longer applicable. Currently, a majority of acceptances are created only for 180 days.) 2) Maximum par value, total portfolio: None. 3) Maximum par value per name: None. 4) Maximum par value per maturity: None. 5) Credit: a) The history of the acceptance market is spotless on "Failures to redeem." This is true even through the years of WW II. b) Geopolitical location is of prime concern when considering potential candidates. Internal, as well as border political and economic stability of the host country are of prime concern. c) Liquidity as far as both credit risk and marketability in the secondary level are addressed. d) Although statutory authority does not limit eligibility according to ranking or rating, previously listed general criteria eliminate lesser credits. 19 March 2, 2000 E. Certificates of Deposits 1) Maximum maturity: Statutory: None. Policy: 5 years. 2) Maximum par value, total portfolio: None. 3) Maximum par value per name: None. 4) Maximum par value per maturity: None. 5) Credit: a) Criteria concerning loan make-up, LDC exposure, geographic location, market perceptions, and financial condition all serve to eliminate lesser names. b) Liquidity as far as both credit risk and marketability in the secondary level are addressed. There must be a market for the name in which at least three major dealers will bid or offer at a given moment. Collateralized Time Deposits 1) Maximum maturity: Statutory: None. Policy: 5 years. 2) Maximum par value, total portfolio: None. 3) Maximum par value per name: Statutory: Shall not exceed the net worth of the institution. Policy: Same. 4) Maximum par value per maturity: None. 5) Credit: Institutions must be rated average or better, or above a "D ", by a recognized rating service utilized by the State Treasurer's Office (STO) Investment Division, and must pass a credit evaluation by the STO Staff. This evaluation may include a review of such criteria as geographic location, market perception, loan diversity, management factors, overall fiscal soundness and the Community Reinvestment Act Rating of the institution. If, while holding a pool deposit, an institution is downgraded below acceptable levels by the rating agencies, the following steps shall be taken: 20 March 2, 2000 a) Notify the Deposits Section to monitor collateral closely. b) Review financials and update credit report. c) Determine the appropriate plan of action which may include early termination of the time deposit, or allow the time deposit to mature. 6) Collateral must comply with Government Code, Chapter 4, Bank Deposit Law Section 16500 (et seq.) and the Savings and Loan Association and Credit Union Deposit Law G.C. Section 16600 (et seq.). F. Commercial Paper 1) Maximum maturity: Statutory: 180 days. Policy: 180 days. 2) Maximum par value, total portfolio: Statutory: 30% of the current portfolio. Policy: Same. 3) Maximum par value per name: Statutory: 10% of outstanding Policy: Same. 4) Maximum par value per maturity: None. 5) Credit: Commercial paper eligible for investment under this subdivision must be rated "Prime" quality as defined by a nationally recognized organization which rates such securities and must be issued by a corporation, trust or special purpose corporation approved by the Pooled Money Investment Board. Furthermore, in the case of general corporations, they must be organized and operating within the United States and have total assets in excess of five hundred million dollars ($500,000,000). In the case of trusts or special purpose corporations, they must be organized within the United States and have programwide credit enhancements including, but not limited to, overcollateralization, letters of credit or surety bonds. 21 March 2, 2000 G. Corporate Bonds/1Votes 1) Maximum maturity: Statutory: None. Policy: 5 years. 2) Maximum par value, total portfolio: None. 3) Maximum par value per name: None. 4) Maximum par value per maturity: None. 5) Credit: Securities eligible for investment under this subdivision must be issued by corporations (including banks) organized and operating within the United States and shall be within the top three ratings of a nationally recognized rating service. H. Repurchases (RP) and Reverse Repurchase (RRP) 1) Maximum maturity: Statutory: None. Policy: 1 year. 2) Maximum par value, total portfolio: Statutory: None. Policy: RRP is limited to 10% of the current portfolio. 3) Maximum par value per name: None. 4) Maximum par value per maturity: None. 5) Credit: a) Must have on file, a signed Security Loan Agreement and/or General Repurchase Agreement. (Repurchase Agreement may be either STO General- Agreement or PSA Standard Agreement.) b) Reverses and reverse repurchases are only done with long established and/or well capitalized broker -dealers. The Reverse Repurchase Program is designed to augment the overall portfolio yield in a safe and prudent manner. . It is not viewed as a tool with which to effect specific portfolio moves or plan major market strategy. The portfolio carries reversed securities at negative book and the re -investment at positive book. As a result, the reported size of the portfolio represents the true cash participation of its members. All reverses are cash matched either to the maturity of the re -investment or an adequately positive cash flow date which is approximate to the maturity of the re -investment. For example, if cash flow is positive on January 27 and negative on January 31, then the reverse may mature on the 27th, and the re -investment may be taken to the 31 st. Cash flow is evened out, and a positive spread is achieved. Only securities already held in the portfolio and 22 March 2, 2000 unencumbered may be reversed. No item purchased against reverse will be used as a reversible security while the original reverse is outstanding (i.e., the STO does not leverage one liability with another). The against reverse re -investment will be limited to maturities under one year, effectively limiting the appropriate securities to generic money market issues. Because of the role played by the Reverse Program in this office, customized or structured products are not considered appropriate re -investment candidates. All costs, earnings, and spreads are fixed at the beginning of each transaction. II. GUIDELINES FOR MAINTAINING LIQUIDITY First priority will be the cash flow needs as reported on both the monthly and six month cash forecasts. These forecasts will be updated daily using the current investment input, as well as adjustment information provided by Cash Management personnel. Sufficient Treasury securities will be maintained for unscheduled cash needs. It has been determined that Treasury Bills having maximum maturity of 1 year will be used for this purpose. Because of their Government guarantee, as well as the short maturity, the exposure to market risk is minimal. Due to the make-up of the portfolio participants, an average maturity of six to eighteen months will be maintained. III GUIDELINES FOR MAINTAINING RATE OF RETURN Always keep in mind the need to provide a consistent rate of return not only to the quarterly participants of the pool, but the longer term depositors as well. It is often the case that investments made with long term deposits create the base rate to the portfolio. Since sales gains/losses impact the portfolio on a quarterly basis; large gains/losses are to be avoided. Failure to offset either gains or losses proportionately would result in a saw- toothed apportionment rate history. For this reason, extreme positions or styles of trading are prohibited. An informal weekly meeting, with the Chief of Investments, Assistant Chief, and Investment Manager, will be held to discuss current investment philosophies and upcoming economic releases. Decisions of value and direction are made to accommodate the occurrence of all those events which might be considered reasonable and probable. Although securities trading is allowed for purposes of enhancing portfolio return, specific limitations have been established to protect the portfolio rate of return: 1) Prior to taking a position, apparent value and size will be discussed between the Chief and Treasury Trader involved. 2) During a "when issued" (W.I.) period our long position shall never exceed the amount we are willing to purchase. 3) Short positions will not be taken at any time. 4) Trading positions are to be reported daily to the Chief of Investments. 23 March 2, 2000 Changes to the State Treasurer's Office Investment Policy for the Pooled Money Investment Account • In the first full paragraph on page 17, delete "and domiciled in the San Francisco Depository to facilitate mid -day cash needs". • In the second paragraph on page 18, change `prudent man rule" to `prudent person rule". • In paragraph D.5)b) on page 20, change "a least" to "at least". • In paragraph E.5) on page 20, change "... STO Staff which..." to "... STO Staff. This evalua- tion...' . • In paragraph F.5) on page 21, change to a narrative paragraph and add language related to "trusts and special purpose corporations". This new language was authorized by legislation in late 1999 and allows the use of asset backed commercial paper. • In the second paragraph of "II. GUIDELINES FOR MAINTAINING LIQUIDITY" on page 23, delete "Domiciled in San Francisco, these securities are available throughout a great portion of the business day to meet most emergencies.". 24 March 2, 2000 •may j N Liz 1-- Co CO Ln 0 Lid L() 1 O 1 O 1 O 1 (0 1 L() I Co I Ln 'gr r d' O C4 r M r 00 O ti N f` O CO M N RI r r O O r N N M CO 0 0 0 N O O N M 1�- Lid Ln M Ln O 1-- 6 L6 l.f 7 LC) L6 if 7 L6 6 L6 : M Lo O N ;r 1` O O f` Lo M qr 00 1` M r M W 1` O O O r Nr ::jm:! tt7 L!') 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(,4 O 6) CO M N r M LO 0 qT d' 6) 6) 00 00 00 00 00 0) 00 LO O M (0 1` N N 00 r ;' 6) f` Co r N M qq In r f` 00 M 1� ., ,' In N r O r 1` CO d In � 'T M O O O O O 0) O O O O 0) O O N d' CO 0) LO I` r- r qT N 00 00 0) q r LO Ili 0) Co I-- N CO O N O CO In Co r CO In In (0 qr O O O O r r r r r r r t- s- T- I` 00 00 1- O 0) (0 N N Nr r-_ L() N Co 00 CO (0 (0 00 N In O 0 I` M I` O O N 00 r (0 r N N O 67 6 6 6 6 O O O O O O �1V ; CO 4- In CO O qT LO O r r r Co CO qq O M 00 I` 1` O CO O In r O O 0 0 ..;' Co 00 Co I-- I,- qq 'q qT 0 0 00 00 O (0 r qT r Nr M CO O Cr) 00 qq O r r r N r N N N N r r r- r s- r s- r r O r O O 1� 00 (0 O In (0 (0 r Co LO O Co t- O O 1� .t LO N 0 + 6) N qq 'IT O rl--7 N Co 0 O � 6) O r r r CV r 0 00 0 0 26 Revised March 31, 2000 ��....,�00.-+ tV p n d. M OO k- kn , 00 00 .--i �o ON ITT S ON IlTr �Q IV O kn k, 00 qr 00 00'N: �n,00 �j'NI00.M',O 01'�'O1 00 �G'�O N Ot t OC OC OC k� et et kn kn kn 00 kn 00or:.-,r-Mo0arn rn00elM�o00 r M M N 00 .-4 kn M I kn NT O1 kn �o �O 0 in k'- Q< ' "I VEO .-4 ,-0 Vol .-4 O ' Qi 00 t� ' 01 OID t* kn Tt t � ' � ` rll ' kn kn 00 . ['- M M Ot 'IT \D ry k� t- I kn �Q N �O O 01 O 00 O N O k- rn Ot 00 �O N k� �O kn t- 00 Rn \0;OC,� V 7-4,Q\,� 00 00 t� kn I�t'Nt kn t;kn'kn kn kn 27 Revised March 31, 2000 LOCAL AGENCY INVESTMENT FUND ADMINISTRATIVE EARNINGS (COST) 3 09/30/91 0.25 1.7 12/31 /91 0.23 1.7 03/31 /92 0.25 1.4 06/30/92 0.22 1.2 09/30/92 0.23 1.2 12/31 /92 0.25 1.2 03/31 /93 0.25 1.2 06/30/93 0.26 1.2 09/30/93 0.23 1.0 12/31 /93 0.27 1.2 03/30/94 0.26 1.1 06/30/94 0.25 1.1 09/30/94 0.27 1.4 12/31 /94 0.26 1.4 03/31 /95 0.26 1.5 06/30/95 0.19 1.2 09/30/95 0.23 1.3 12/31 /95 0.25 1.5 03/31 /96 0.23 1.3 06/30/96 0.19 1.0 09/30/96 0.22 1.2 12/31 /96 0.26 1.5 03/31 /97 0.30 1.7 06/30/97 0.16 0.9 09/30/97 0.23 1.3 12/31 /97 0.24 1.4 03/31 /98 0.24 1.4 06/30/98 0.16 0.9 09/30/98 0.08 0.5 12/31 /98 0.24 1.3 03/31 /99 0.23 1.2 06/30/99 0.32 1.6 09/30/99 0.20 1.1 12/31 /99 0.22 1.2 3/31 /00 0.22 1.3 The law provides that reimbursements cannot exceed one-half of 1 percent of the EARNINGS of the fund per quarter. Listed above is the percentage of earnings (costs) per quarter. 28 Revised March 31, 2000 w Q z z 0 H Cl) w J 0 0 a z w Cl) w z 0 F- w U) z 0 IL w LL Q ..I U C � o N= N 0 0 U to 0 C o w L N Co D y 0 w r-: E E E ° E E rn� � � J — o Q E a E c E'c x (li(D C �9'E E E W E 5!E E-a o EE� L n C� C C o o N o_ 0 o 0 0 0° N °) E s 0 m E E ° � m M 'noCOn n a oa_ m a 0 0 0 0 0 z z z z z } w w w C%. ._ C*- 0 E a� n C C%. a E 0 C 0. v, 0 E m 'o c E -CN E t� U V E S a � � � m z �.. n � 0 N � � -� o 0 N 5+ r ^' rn E �_ a N N �.. C a W �- (n (n N E E o c ° :3 E E Cr o 0 E o E c� N o ° � � m E E a N a) E x E rt ro `~ n E ° L ° rt E 0. c �+ D E (n c E .o C -00 a� 0 o a? o a s E o c o. C a E a = N N 3 3 x (D W a ci L 0 0 t� 0 N 0 Id N (6 -6 N > T•- N CM 4 to 37 Revised March 31, 2000 DISCLOSURE STATEMENT PORTFOLIO HOLDINGS: DERIVATIVES STRUCTURED NOTES, AND ASSET -BACKED SECURITIES The Treasury Investment Division has received a number of inquiries concerning our various portfolio holdings. Questions involving structured notes, derivative products, and asset -backed securities are the most notable. We have found that the lack of acceptable definitions regarding these financial products has led to confusion and disagreement with our reported positions. In an effort to clarify the information provided in our monthly statements, we would like to share with you our understanding of these financial products, as defined by the U.S. General Accounting Office (GAO). In a recent survey of sales practices for these financial products the GAO provided definitions and examples of what they considered 1) plain vanilla OTC derivatives, 2) more complex OTC derivatives, 3) structured notes, and 4) asset -backed securities. Following are the GAO definitions, as well as the State of California Treasurer's holdings in each category as of March 31, 2000: 39 Revised March 31, 2000 * 1. Plain Vanilla OTC Derivative Products A derivative product is a financial instrument whose market value is derived from a reference rate, index, or value of an underlying asset. OTC derivatives are privately negotiated contracts and are not traded on organized exchanges. U.S. $ As of. 3/31/009 *2. More Complex OTC Derivative Products Other more complex OTC derivatives have at least one of the following characteristics: n Their prices tend to be difficult to obtain because they are often available from only a few dealers. b. The payments required by the derivative contract are calculated on the basis of more than one interest rate, currency, asset, or other factor. C. The derivative contract has terms that are not determined until some future date. d. The contract involves a term that acts as a multiplier or increases the leverage of the rate(s) used to compute payments. e. The contract CAN entail potentially unlimited risk. U.S. $ 0 As of: 3/31 /00 * The Pooled Money Investment Account Portfolio has not invested in, nor will it invest in, Derivative Products as defined in General Accounting definitions #1 & #2. The GAO separation of derivatives, structured notes, and asset -backed securities is consistent with GASB 94-1. 40 Revised March 31, 2000 3. Structured Notes Structured notes are debt securities (other than asset -backed securities) whose cash -flow characteristics (coupon rate, redemption amount, or stated maturity) depend upon one or more indices and/or that have embedded forwards or options. They are issued by corporations and by government -sponsored enterprises such as the Federal National Mortgage Association and the Federal Home Loan Bank System. U.S. $1,801.820 million As of: 3/31/00 4. Asset -Backed Securities Asset -backed securities, the bulk of which are mortgage -backed securities, entitle their purchasers to receive a share of the cash flows from a pool of assets such as principal and interest repayments from a pool of mortgages (such as CMOs) or credit card receivables. U.S. $768.677 million As of: 3/31/00 Securities Accountability 1) Vanilla Derivatives o 2) Complex Derivatives o 3) Structured Notes a. Callable Agency b. 3 month LIBOR Agency Floater C. 3 month LIBOR Corporate Floater d. 2 year CMT Corporate Floater e. 3 month T-Bill Agency Floater f. 3 month T-Bill Corporate Floater $ 00.000 million $ 100.000 million $ 1,701.820 million $ 00.000 million $ 00.000 million $ 00.000 million 41 Revised March 31, 2000 4) Asset -Backed a. Small Business Association Pools $ 312.138 million b. Agency CMOs $ 441.758 million C. GNMA Pools $ 1.385 million d. FHLMC PC Pools $ 13.396 million Total Portfolio As of. 3/31/00 $34905597265120.47 Financial Products as a percent of portfolio: 7.548% 42 Revised March 31, 2000 How to Participate in the - Local Agency Investment Fund Before any deposits will be accepted, the local governmental agency must file with the State Treasurer a resolution and bank authorization form. The resolution will contain the following: I. Name, address, and telephone number of agency. 2. A statement that the agency agrees to deposit or withdraw money in the Local Agency Investment Fund in the State Treasury in accordance with the provisions of Section 16429.1 of the Government Code for the purpose of investment as stated therein. 3. The names and titles of the officials authorized by this resolution to order the deposit or withdrawal of money in the Local Agency Investment Fund. 4. Resolution number and date passed by the governing body. 5. Signature(s) of the persons) authorized to sign resolutions. 6. Seal of the agency if one is usually affixed to resolutions. The bank authorization form will contain the following: 1. The names, titles and signature(s) of person (s) authorized to order the deposit or withdrawal of money in the Local Agency Investment Fund. 2. Banking information signed by two persons authorized on the resolution. Deposits or withdrawals must be in multiples of one thousand dollars ($1,000); minimum transaction size is five thousand dollars ($5,000) and a cap of $30 million per account. Bond proceeds also have a five thousand dollar ($ 5,000) minimum with no cap. Fifteen transactions are allowed per month for each regular account. Deposits and withdrawals count as separate transactions. The LAIF provides each participating agency the following monthly reports: • Agency Statement of Activity • LAIF Newsletter providing Selected Investment Data of Pooled Portfolio, available on the STO home page at www.treasurer.ca.gov • Report of Monthly Activity of Pooled Portfolio, available on request • Market Valuation of the Pooled Portfolio, available on the STO home page at www.treasurer.ca.gov A Maturity Schedule of the Pooled Portfolio will be provided quarterly. 47 Revised March 31, 2000