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2002 03 13 IABP.O. Box 1504 78-495 CALLE TAMPICO (760) 777-7000 Shining Brighter Than iver LA QUINTA, CALIFORNIA 92253 FAX (760) 777-7101 AGENDA INVESTMENT ADVISORY BOARD Study Session Room 78-495 Calle Tampico- La Quinta, CA 92253 March 13, 2002 - 5:30 P.M. Board Member Felice ( Video Conference Location) Cisco Systems 170 West Tasman Dr., Bldg. 17, San Jose, California, 95135 1 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 February 13, 2002 for the Investment Advisory Board. V BUSINESS SESSION A. Transmittal of Treasury Report for January 2002 B. Consideration of Fiscal Year 2002/03 Investment Policies C. California Municipal Treasurer's Conference - Monterey, CA April 29 - May 3, 2002 D. Selection of two Board Members to Serve on an Audit Request Proposal Committee (RFP) VI CORRESPONDENCE AND WRITTEN MATERIAL A. Month End Cash Report and other selected Financial Data - February 2002 B. LAIF Pooled Money Investment Annual Report, November and December Pooled Money Report VII BOARD MEMBER ITEMS Vill ADJOURNMENT MEMORANDUM TO: La Quinta City Council FROM: John M. Falconer, Finance Director/Treasurer SUBJECT: Treasurer's Report for January 31, 2002 DATE: March 8, 2002 Attached is the Treasurer's Report for the month ending January 31, 2002. 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 Notes Sold/Matured Other Ending Chan e Cash $833,334 $11,606.897 (1) $12,440,231 $11,606,897 LAW $16,293,521 168,890 16,462,411 168,890 US Treasuries (2) $56,201,552 8,965,373 (9,000,000) (111,165) 56,055,760 (145,792) US Gov't Agencies (2) $12,998,466 4,162 13,002,628 4,162 Commercial Paper (2) $4,998,110 4,992,465 (5,000,000) 7,268 4,997,843 (267) Mutual Funds $9,216,043 1 71,388 9,144,655 71,388 Total 1$100,541,026 1 $25 733 625 $14 071 388 99 735 112 103 528 1$11,562, 502 I certify that this report accurately reflects all pooled investments and is in compliance with the California Government Code; and is 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. The City of La Quinta received notice in January that it was the owner of 18,339 shares of common stock in the Principal Financial Group. The shares were obtained from the demutualization of Principal Financial Group, the City's health care provider, from a privately owned company to a publicly traded company. The City is in the is in the process of selling the stock, which is not a permissible investment, and which has not been included in the table above. The common stock is being managed by Mellon Investor Services, and has a market value of $466,177 as of January 31, 2002. 3 ?' c ate Footnote (1) The amount reported represents the net increase (decrease) of deposits and withdrawals from the previous month. (2) The amount reported in the other column represents the amortization of premium/discount for the month on US Treasury, Commercial Paper and Agency investments. �D(nDDD < y(' > > 7 �DV)�DD < X > > �20 N N > > > C C C N 7 0 > T N N .N. �. m (o O Cl C) C) �0 (C O GC_1 N � 42 0 r .O.FTFTiq* fD .�.0 ..�.N,F4,n mn �0nan. i--�rLCLM �51 fJ Orn1 N N O O Grnl Cm1 N M. 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NNW (DOLn0 -1N0 OU)IV O (0-4 -4046 1 0) 0) 0) 0) 0) 0 W N -` W 0 U10 W?tV A< ANOOO)3 6MiDA�10<m WNW W OM Q N 1 ff fD 1 m m O U) 0) U) 0) W O V W (D A W N -► N N A 0 W A W Im U)OAODV CD 3 OA(nAOG)3 3° cr (D (D Q) U1 WU)0)p�j W(j000W0 W ��-�Nd ONOD(DimWO V W o6w0)C V V W-40-4 0) A O) 5A Pm m _ ,rnoowrr U 4ornOorn-•c c U) A U) A Ln in 0 N -4 CO CO p� co o 0 0(Do 3? 0 S U1 W U) A U) -4ODv6:-LbDD 0)Owwoc o D cn w4wcn W V U)(o6)N� W a)U)OOOII) N A W A W A (D 0 W V U) (D 0)U)40000 O 0 0 m INVESTMENT ADVISORY BOARD Meeting Date: March 13, 2002 MIJAMMIS Transmittal of Treasury Report for January 31, 2002 BACKGROUND: Business Session: A Attached please find the Treasury Report January 31, 2002 RECOMMENDATION: Review, Receive and File the Treasury Report for January 31, 2002 n M. Falconer, Fihance Director MEMORANDUM TO: La Quinta City Council FROM: John M. Falconer, Finance Director/Treasurer SUBJECT: Treasurer's Report for January 31, 2002 DATE: February 28, 2002 Attached is the Treasurer's Report for the month ending January 31, 2002. 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 Notes Sold/Matured Other EndingChan e Cash $833,334 $11,606,897 (1) $12,440,231 $11,606,897 LAIF $16,293,521 168,890 16,462,411 168,890 US Treasuries (2) $56,201,552 8,965,373 (9,000,000) (111,165) 56,055,760 (145,792) US Gov't Agencies (2) $12,998,466 4,162 13,002,628 4,162 Commercial Paper (2) $4,998,110 4,992,465 (5,000,000) 7,268 4,997,843 (267) Mutual Funds $9,216,043 $100 541 026 25 733 625 1 71,388 $14 071 388 $99 735 9,144,655 $112 103 528 71,388 11 562 502 Total I certify that this report accurately reflects all pooled investments and is in compliance with the California Government Code; and is 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. J hn M. Falconer I Hance Director/Treasurer Footnote (1) The amount reported represents the net increase (decrease) of deposits and withdrawals from the previous month. (2) The amount reported in the other column represents the amortization of premium/discount for the month on US Treasury, Commercial Paper and Agency investments. 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E w n w W x { c L m a a p o 0. m a m 0 U IF 0 C O O N Z cm m L N � U c c O > n z z w v�S CITY OF LA QUINTA CITY CITY RDA RDA FA BALANCE SHEET 01/31/02 FIXED LONG TERM FIXED LONG TERM FINANCING LONG TERM GRAND CITY ASSETS DEBT RDA ASSETS DEBT AUTHORITY DEBT TOTAL ASSETS: POOLED CASH 12,380,644.67 15,648,769.78 97,861.72 28,127,276.17 LQRP INVESTMENT IN POOLED CASH 735,000.00 735,000.00 INVESTMENT T-BILL/NOTES & OTHER 37,980,000.00 37,980,000,00 AUTO MALL CASH LQRP CASH 11,339.95 11,339.95 BOND REDEMPTION CASH 210,197.46 1,929.06 212,126.52 BOND RESERVE CASH BOND PROJECT CASH 44,417,841.24 550,247.67 44,968,088.91 BOND ESCROW CASH PETTY CASH 1,000.00 1,000.00 CASH & INVESTMENT TOTAL 50,361,644.67 61,023,148.43 650,038.45 112,034,831.55 INVESTMENT IN LAND HELD FOR RESALE ACCOUNTS RECEIVABLE 39,038.84 60,900.00 99,938.84 PREMIUM/DISCOUNT ON INVESTMENT (52,053.91) 120,750.00 68.696.09 LQRP-ACCOUNTS RECEIVABLE 44,783.30 44,783.30 INTEREST RECEIVABLE 28,125.00 565,607.73 593,732.73 LOAN/NOTES RECEIVABLE 13,489,553.69 13,489,553.69 DUE FROM OTHER AGENCIES DUE FROM OTHER AGENCIES - CVAG 2,299,096.69 2,299,096.69 CVAG ALLOWANCE (2,299,096.69) (2,299,096.69) DUE FROM OTHER GOVERNMENTS 0.37 0.37 DUE FROM OTHER FUNDS 551,038.04 551,038.04 DUE FROM RDA 8,497,550.20 8,497,550.20 INTEREST ADVANCE -DUE FROM RDA 3,550,022.63 3,550,022.63 ADVANCES TO OTHER FUNDS 56,483.22 2,448,263.00 2,504,746.22 NSF CHECKS RECEIVABLE 3,182.01 3,182.01 ACCRUED REVENUE 833.40 833.40 FIXED ASSETS 20,711,742.00 20,711,742.00 ACCUMULATED DEPRECIATION 711,534.48 711,534.48 TRAVEL ADVANCES 2,294.00 2,294.00 EMPLOYEE ADVANCES PREPAID EXPENSES RECEIVABLE TOTAL 12,836,176.84 20,711,742.00 17,281,729.16 50,829,648.00 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 9,988,279.05 9,988,279.05 ACCUMULATED DEPRECIATION AMOUNT AVAILABLE TO RETIRE UT DEBT 3,395,117.03 3,395,117.03 AMOUNT TO BE PROVIDED FOR L!f DEBT 951,847.65 80,866,860.97 7,750,000.00 89,568,708.62 TOTAL OTHER ASSETS 951,847.65 9,988,279.05 84,261,978.00 7,750,000.00 102,952,104.70 TOTAL ASSETS 63 199 996.51 20,711,742.00 951,847.65 78,304,877.59 9,988,279.05 84,261,978.00 650,038.45 7,750,000.00 265 818 759.25 LIABILITIES: ACCOUNTS PAYABLE 13,591.33 13,591.33 DUE TO OTHER AGENCIES 1,385,327.57 1,385,327.57 DUE TO OTHER FUNDS 1,215,077.29 1,215,077.29 INTEREST ADVANCE -DUE TO CITY 2,448,263.00 11,383,537.00 13,831,800.00 ACCRUED EXPENSES 16,468.50 16,468.50 PAYROLL LIABILITIES (22,025.91) (22,025.91) STRONG MOTION INSTRUMENTS 598.35 598.35 FRINGE TOED LIZARD FEES 78,981.50 78,981.50 SUSPENSE 1,101.79 1,101.79 DUE TO THE CITY OF LA QUINTA PAYABLES TOTAL 3,905,837.63 12,615,082.79 16,520,920.42 ENGINEERING TRUST DEPOSITS SO. COAST AIR QUALITY DEPOSITS LQRP DEPOSITS 14,499.00 14,499.00 DEVELOPER DEPOSITS 881,851.62 881,851.62 MISC. DEPOSITS 439,448.65 439,448.65 AGENCY FUND DEPOSITS 2,012,086.01 2,012,086.01 TOTAL DEPOSITS 3,333,386.28 14,499.00 3,347,885.28 DEFERRED REVENUE 113.800.00 11,378,904.00 11,492,704.00 OTHER LIABILITIES TOTAL 113,800.00 11,378,904.00 11,492,704.00 COMPENSATED ABSENCES PAYABLE 373,536.65 373,536.65 DUE TO THE CITY OF LA QUINTA 578,311.00 189,725.50 768,036.50 DUE TO COUNTY OF RIVERSIDE 10,989,847.00 10,989,847.00 DUE TO C.V. UNIFIED SCHOOL DIST. 8,747,405.50 8,747,405.50 DUE TO DESERT SANDS SCHOOL DIST. BONDS PAYABLE 4.64,335,000.00 7,750,000.00 72,085,000.00 TOTAL LONG TERM DEBT 951,847.65 84,261,978.00 7,750,000.00 92,963,825.65 TOTAL LIABILITIES 7,353,023.91 951,847.65 24,008,485.79 84,261,978.00 7,750,000.00 124,325,335.35 EQUITY -FUND BALANCE 55,846,972.68 20,711,742.00 54,296,391.80 9,988,279.05 650,038.45 141,493,423.98 TOTAL LIABILITY & EQUITY 63,199,996.59 20 711 742.00 951,847.65 78,304,877.59 9,988,279.05 84,261,978.00 650,038.45 7,750,000.00 265,818,759.33 (0.08) 0.00 (.08) CASH & INVESTMENT TOTAL 112,034,831.55 PREMIUMIDISCOUNT ON INVESTMENT 68,696.09 TOTAL 112,103,527.64 (ju,9 INVESTMENT ADVISORY BOARD Business Session: C Meeting Date: March 13, 2002 TITLE: California Municipal Treasurer's Conference - Monterey, CA April 29 - May 3, 2002 BACKGROUND: Each year the City budgets funds for the Treasurer and two Investment Advisory Board members to attend the Treasurers Conference. In order to make reservations, Staff is requesting that the Board select up to two members to attend this years conference. Attached is the staff report approved by the City Council regarding the conference. RECOMMENDATION: Select up to two Board members to attend the Treasurer's Conference. Ahn' M. FalconeW, Finance Director COUNCIL/RDA MEETING DATE: March 5, 2002 Approval of Overnight Travel for the Finance Director and Two Members of the Investment Advisory Board to Attend the 2002 California Municipal Treasurers Association (CMTA) Conference April 29 - May 3, 2002 in Monterey, California RECOMMENDATION: C rA AGENDA CATEGORY: BUSINESS SESSION: CONSENT CALENDAR: STUDY SESSION: PUBLIC HEARING: Approve authorization for overnight travel for the Finance Director and two Members of the Investment Advisory Board to attend the five day 2002 California Municipal Treasurers Association (CMTA) Conference - April 29 - May 3, 2002 in Monterey, California. BACKGROUND AND OVERVIEW: The Annual California Municipal Treasurers Association Conference will be held April 29 - May 3, 2002 in Monterey. Account No. 101-151-637-000 Travel and Training contains $2,400.00 for two Investment Advisory Board Members and $1,200.00 for staff to attend this conference. The CMTA 2002 Annual Conference is a 5-day conference that focuses on financial issues affecting local governments. Conference information is attached (Attachment 1). FINDINGS AND ALTERNATIVES: Alternatives available to the City Council include: 1. Approve authorization for overnight travel for the Finance Director and two Members of the Investment Advisory Board to attend the CMTA Conference in Monterey, California, April 29 - May 3, 2002; or 2. Do not approve authorization for overnight travel for the Finance Director and two Members of the Investment Advisory Board; or 3. Provide staff with alternative direction. Respectfully submitted, hn M. Falconer, Finance Director Approved for submission by: Thomas P. Genovese City Manager Attachment: 1. CMTA Conference Information ATTACHMENTS UU 3 ATTACHMENT 1 Ct-.NrrtTiiy - N>✓w CHAXA EyGES - Ni-:%i,' CMTA 2002 Conference Registration Form The Doubletree Hotel Monterey A ril 29-30 2002 Pre C f S()1 T,1,,o,NS p - on erence C ALtFOR NIA MUNICIPAL TREASURERS ASSOCIATION May 1-3,2002 Conference You must be a current CMTA member (Active/Government Associate/Sustaining) to register. If you need to verify that your membership is current, please contact Frances Medema at CMTA's Sacramento office at (916) 658-8209. If you have any questions regarding conference registration call Mike Reynolds at the City of Redlands at (909) 798-7544. Please use a separate form for each registrant (photocopies accepted.) (This form is not valid for Commercial Associate members.) Name (Please Print or Type) Title Organization Name you prefer on badge Mailing Address Phone City State Fax Zip Spouse/Guest Name Is this your first CMTA conference? (yes or no) Special dietary needs? (yes or no) Thursday Banquet Beef & Seafood Chicken Vegetarian Registration Fees Pre -Conference Seminar [Active or Government Associate] Amount Pre -Conference Seminar only $ 115.00 $ Pre -Conference Seminar if also attending conference $ 105.00 $ Conference Active or Government Associate Early (on or before 3/15/02) $ 225.00 $ Includes all meals, receptions & Thursday Installation Banquet (on or before 4/5/02) $ 250.00 $ Regular (after 4/5/02) $ 260.00 $_ Second registrant from same organization Early (on or before 3/15/02) $ 200.00 $ Includes all meals, receptions & Thursday Installation Banquet (on or before 4/5/02) $ 225.00 $ Regular (after 4/5/02) $ 260.00 $ Daily Conference Registration 0 Wednesday 0 Thursday Daily Rate x $ 100.00 $ Available only in addition to fully paid conference registration Includes breakfast & lunch only Additional Meals Wednesday Lunch x $ 25.00 $_ Spouses & guests Thursday Lunch x $ 25.00 Thursday Banquet x $ 50.00 $ Events Golf Tournament (see flyer for details) Total Fees $_ Please make checks payable to "CMTA 2002 Conference." Mail to: Michael Reynolds, City Treasurer, P.O. Box 3005, Redlands, CA 92373-1505.(A pre -addressed envelope has been included for your convenience) Advance registrants unable to attend may receive a refund of the registration fee less $25.00 processing fee by submitting a written request to CMTA at the same address or fax (909) 798-7670 by April 15, 2002. No refunds will be made if requested after that date. Substitute attendees will be accepted at any time. 004 IM rA CMTA ANNUAL CONFERENCE New Century, New Challenges, New Solutions Proposed Agenda Pre -Conference — "Show me the $$$!!!" (Active Government Associates only) 4129102 Monday "Treasury in 21' Century" 1:00-1:45 Technology- a government/commercelbanking 1: 45-2:00 Break 2:00 - 3:15 Issues and solutions for credit cards / auto debits 3:15 - 3:30 Break 3:30 - 5:00 Best internet sites and practical uses for treasurers 4130102 Tuesday "Money doesn't grow on trees - you have to make it!" 8:00 -9:30 Making money - Issuing bonds 101 9: 30-9: 45 Break 9:45 - 10:45 Making money more or less expensive Credit rating agencies 10: 45-11: 00 Break 11:00 - 12:00 Making money ll - Other financing tools 11:00am Golf Registration Free Afternoon (see activities flyer in your registration materials) 2002 CMTA Conference Proposed Agenda 5102102 Thursday Early Risers Personal Balance Basketball 6:15 a.m. in the hotel lobby Morning Walk 6:30 a.m. in the hotel lobby 8:30 - 9:00am Breakfast 9:00 - 10:15am "Days of Our Lives I" - Treasurers Best Practices Banking Relations Cash Flow Model 10:15 - 10:30 Break 10:30 - 11:45 "Days of Our Lives II" - Treasurers Best Practices continued Treasurer's Handbook/Update Legislation Update 12:00 - 1:45pm Keynote Luncheon Speaker The Honorable Rosario Marin US Treasurer (invited) Conference Sponsor Recognition 2:00 - 3:00 Benefits and Liabilities of Different Investment Methods Multi -tasking Treasurer Use of Investment Management Services Full Time Treasury Staff 3: 00 - 3:15 Break 3:15 - 4:15 Nuts & Bolts 4:15 - 5:00 Nuts & Bolts Wrap-up 5:45 - 6:15 Photo Session 6:15 Reception . 7:15 Dinner 8:00 Opening & Installation 8:30 — 12:00 Sports Bar party! 2002 CMTA Conference Proposed Agenda 5103102 Friday Early Risers Personal Balance Basketball 6:15 a.m. in the hotel lobby Morning Walk 6:30 a.m. in the hotel lobby 8:30 - 9:00am Breakfast 9:00 - 10:15am Investment Options with Agency Paper 10:00 -10:15 Break 10:15 — 11:30 Closing Keynote Special Guest Speaker to be Announced! :4 00 INVESTMENT ADVISORY BOARD MEETING: BUSINESS SESSION: D March 13, 2002 TITLE Selection of two Board Members to serve on an Audit Request for Proposal Committee (RFP). BACKGROUND: At the March 51" City Council Meeting, the City Council directed Staff to send out an RFP for Audit Services and directed Staff to set-up a review committee consisting of the following four members: Two (2) Investment Advisory Board Members City Manager Finance Director/Treasurer Attached is a copy of Staff Report, the RFP for Audit Services and Contract. RECOMMENDATION: Select two members to serve on the Audit RFP review committee. Jdhn M. Falboner, Finance Director AGENDA CATEGORY: BUSINESS SESSION: 5 COUNCIL/RDA MEETING DATE: March 5, 2002 CONSENT CALENDAR: Consideration and Authorization to Send Out a Request for Proposals (RFP) for Auditing Services and Appoint a Selection Committee RECOMMENDATION: STUDY SESSION: PUBLIC HEARING: Provide staff with direction on proceeding with the selection process. FISCAL IMPLICATIONS: The Fiscal Year 2001 /02 budget contained $34,570 for the annual audit. CHARTER CITY IMPLICATIONS: None. BACKGROUND AND OVERVIEW: The contract would include professional auditing services and preparation of the financial statements for the City and Redevelopment Agency. Also, it would include a compliance audit of the Redevelopment Agency in accordance with guidelines issued by the State Controller's Office, a single audit on federal financial assistance if necessary, and a review on the internal controls of the City. In addition, the contract would include 40 hours of consulting services to assist in accounting and cash flow issues. Conrad and Associates has been providing audit services to the City since Fiscal Year 91 /92. During this time they have provided not only good services in connection with the audit but also provided assistance in the accounting and cash flow areas. During their tenure, the City has received financial awards from the California Society of Municipal Accounting Officers and the Government Financial Officers Association. Conrad and Associates was also instrumental in the early compliance with Government Accounting Standards Board 34 which resulted with the City being one of eleven Cities state wide to receive the award. As an additional safeguard, Conrad & Associates holds separate meetings annually with the City Council, Investment Advisory Board and the City Manager to discuss the financial operations/results of the audit. FINDINGS AND ALTERNATIVES: The alternatives available to the City Council include: 1. Direct staff to renegotiate with the current provider, Conrad and Associates; or 2. Approve the Request for Proposals for auditing services for the next five fiscal years, beginning July 1, 2001 and ending June 30, 2006. Authorize staff to initiate the selection process to contract for professional services, and appoint two Council Members to participate in the selection process; or 3. Provide Staff with alternative direction. Respectively submitted, John M. Falcone Finance Director Approved for submission by: Thomas P. Genovese City Manager Attachment: 1. Request for Proposal for Auditing Service 2. Contract Services Agreement ATTACHMENTS ATTACHMENT 1 REQUEST FOR PROPOSAL OF AUDITING SERVICES The City of La Quinta is soliciting proposals for auditing services for the next five fiscal years, which begins July 1, 2001 and ends June 30, 2006. The enclosed "Request for Proposal" outlines the scope of the engagement, information required, evaluation criteria, and other relevant information. If you firm would like to consider this engagement, we invite your response due no later than 5 p.m. on April 11, 2002. A selection committee of two council members and two finance staff members will evaluate, select and recommend proposals to the City Council. The City Council will make the final decision on award of the Contract. Additional information may be obtained by contacting: John M. Falconer Finance Director City of La Quinta (760)777-7150 (760)777-7105 Fax Proposers must submit five (5) copies of their proposals in two sealed envelopes, with one envelope containing proposed costs of audit services and the other technical data, by no later than 5:00 p.m. April 11, 2002 to the following address: City of La Quinta Finance Department — Audit Proposal P.O. Box 1504 La Quinta, CA 92253 Date of issuance March 5, 2002 Proposed Deadline April 11, 2002 AUDIT EXPECTATIONS The CAN - a Quinta (City) annually issues a Comprehensive Annual Financial Report (CAFR). 1,2 La Quinta Redevelopment Agency (Agency) issues annually a Component Unit Financ : "a Report (CUFR). The City may receive Community Development Block Grant money and/or other financial assistance from the federal government and as such may issue a Single Audit Report. In addition, the activities of the La Quinta Financing Authority are included in the CAFR, but no CUFR is issued. The City and Agency expect an audit opinion for each of their financial reports to fairly represent their financial position and conform with generally accepted accounting principles. The City and Agency expect the audit of each of their financial reports to be conducted in accordance with generally accepted auditing standards. Further, the Agency expects its CUFR to comply with all laws and regulations pertaining to redevelopment agencies. The City expects the Single Audit, if required, to be conducted in accordance with O.M.B. Circular 133 and related correspondence. The City of La Quinta requests a full scope audit of all fund types and account groups in accordance with generally accepted auditing standards. Audit services are desired for the City, Agency and Financing Authority on an annual basis as set forth above. Proposals include separate quotes for the City and its component units. The City's accounting personnel will provide assistance to the audit form during the course of the audit. Cooperation may be expected in answering questions, preparing schedules for working papers, and preparing confirmations. The City would expect only reasonable requests of assistance from the auditing firm. DESCRIPTION OF FUNDS The City of La Quinta uses the following fund types and account groups in its financial structure: Fund Type/Account Group Number of Individual Funds General Fund 1 Special Revenue Funds 12 Debt Service Funds 3 Capital Project Funds 13 Internal Service Funds 2 Agency Funds 7 General Fixed Assets Account Group 2 General Long Term Debt Account Group 3 REPORTS AND CONSIDERATIONS - The independent audit firm shall produce the following financial reports by no later than November 20`h of each year: City CAFR — 70 copies Agency CJFR — 70 copies Single Act Audit — 3 copies Management Letter — 1 copy - A management letter shall be prepared as part of the audit that includes disclosures of material and non -material weaknesses in internal control, disclosures of violations of finance related legal and contracted provisions, and auditor recommendations for financial and program management improvements. - Working papers shall be retained by the contractor for a minimum of three years after the conclusion of the engagement unless notified otherwise in writing by the Finance Director. In addition, the firm shall respond to the reasonable inquiries of successor auditors and allow successor auditors to review working papers relating to matters of continuing accounting significance. - The independent audit firm is expected to meet at least once each year with City Council to discuss the financial statements, management letter and other relevant subj ects. - The independent audit firm is expected to meet at least once each year with the Investment Advisory Board to discuss the City financial statements as they relate to cash and investments and discuss any internal control weaknesses with the Board. - The independent audit firm is expected to keep the City and Agency staff abreast of new developments affecting municipal finance and reporting, impact on accounting and reporting should the State of California impose state -mandated procedures, impacts of Government Accounting Standards Board disclosure requirements, required changes in grant procedures and the like. - The City expects that the professional staff provided by the independent audit firm will be fully qualified with the appropriate experience, and that answers and guidance given will be provided by partner/manager (supervisor and above) not seniors and juniors. Included in the fee proposal shall be an additional 40 hours of partner/manager time budgeted for research and assistance to City and Agency staff concerning accounting and other technical matters each year. The topic areas might include tax questions, the review of bond documents, cost allocation programs, employee benefit programs and cash flow projections. It must be understood that these hours are above and beyond the professional times associated with the audit. EVALUATION AND SELECTION PROCESS Prior to submission deadline questions may be directed to: John M. Falconer Finance Director City of La Quinta P.O. Box 1504 La Quinta, CA 92253 (760)777-7150 Proposer must submit five copies of the audit proposal to the City of La Quinta Finance Department in two sealed envelopes, with one envelope containing costs of the proposed audit services and the other technical data. Deadline for submission is 5:00 p.m. April 119 2002. The evaluation process consists of the following steps: 1. The proposals will be evaluated and rated by a selection committee consisting of two Council members and two Finance staff members based on the technical qualifications and approach of the proposer. Final proposals will be selected from those organizations and ranked based on their technical qualifications, approach and price score. 2. The finalists may be required to make an oral presentation to staff and the City Council. Selection of the successful proposal will be at the sole discretion of the City Council and Agency Board. It is expected the City Council and Agency will conduct its review and make a selection on or before May 7, 2002. THE CITY COUNCIL REQUESTS THAT ONCE PROPOSALS HAVE BEENSUBMITTED, NO UNSOLICITED CONTACT OR DISCUSSIONS CONCERNING THESE PROPOSALS BE MADE PRIOR TO THE EVALUATION OF ALL PROPOSALS. QUALIFICATIONS AND APPROACH As stated in the evaluation process, the proposal will first be examined relative to their technical qualifications and approach to the audit. Each organization's proposal should include at a minimum, the following information as is deemed necessary: (please number each item as listed below) 1) Names and qualifications of the specific individuals who would be assigned to this audit engagement. Please outline their relevant education and government auditing experience. 2) Description of any specialized skills, training, or background in public finance that members of the engagement team possess. 3) Description of experience of assigned individuals in auditing relevant agencies such as Redevelopment Agencies. 4) Description of engagement team's experience in auditing and reviewing financial statements receiving GFOA and CSMFO awards. 5) List of all current and former municipal audit clients, within 5 years, including Redevelopment Agencies in the Southern California area indicating reference, type(s) of services preformed, dates and length of service for each. 6) Description of local office's workplan and deliverable report. The proposal should include types of audit programs, use of statistical and additional components of the audit report. 7) The City has a P.C. base file server LAN utilizing Novell 4.1 operating software. The City uses Mirasoft's ForFund 3.1 software, which runs on Windows as most of the City software does. Describe your firm's data processing experience and capabilities. 8) Description of engagement team's experience and capabilities to assist in governmental bond reporting. 9) Sample of type of management letter usually issued. 10) Description of any regulatory action taken against your organization or local office. 11) Indicate the location of the office in which the audit team will be based. The municipal audit experience referenced in item 5 must come from the office. 12) A list of clients which have complied with Government Accounting Standards Board 34. FEES It is the City's and Agency's normal policy to solicit bids for audit services no less that once every five years, subject to annual review. Accordingly, your proposal should encompass the five-year time span. The City and Agency request a statement of maximum cost be made for the annual audit as set forth in AUDIT EXPECTATIONS and REPORTS and CONSIDERATIONS to include, in addition to "normal audit requirements," up to 40 hours each year of partner/manager time answering accounting questions raised by the City and Agency. All other expenses including typing, clerical, printing services, travel mileage and miscellaneous expenses should be included in the total audit fee. The City requests that the proposal also include a schedule of rates by professional staff classifications. The schedule should reflect rates for audit services and for consulting services. It should also reflect the anticipated distribution of hours per staff classification. Please itemize fees for the City, Agency, Financing Authority, and partner/manager hours. The maximum annual fee will remain fixed for the five years covered by the audit engagement agreement. Below is listed the cost of the City's audit for the last year: 2000-01 Audit of all funds and account groups of the City, including preparation and word processing of City financial statements, single audit, and Issuance of management letter. $15,786 Financial and compliance audit of the Redevelopment Agency. $16,831 Audit work associated with the Financing Authority. $ 1,953 Total Fee 34 560 INSURANCE Before signing a contract or commencing work on this project, the contractor shall provide that the following insurance requirements are in place. Please indicate if your firm would be able to provide proof of the below City insurance requirement. a. Worker's Compensation as required by law. b. Professional Liability in the amount of $1,000,000. Each policy of insurance required by this section shall provide for no less than 30 days advance notice to the City prior to cancellation. Each policy shall be endorsed to waive all right of subrogation against the City of La Quinta by reason of any payment made for claims under the above coverage. Oua OTHER INFORMATION Please list any other pertinent information you would like the City/Agency to consider in making our selection. We encourage you, if interested, to contact Ms. Amy Swan -Draper, Accounting Manager to obtain additional data, which would enable you to evaluate the scope of your operations so that you may formulate a proposal. Any financial information you may need to review is available in the Finance Department. CITY OF LA QUINTA The City of La Quinta encompasses approximately 31 square miles, has a residential population of slightly more than 26,000 and is located in the Coachella Valley approximately 25 miles east of Palm Springs, CA. Incorporated in 1982, governed by a Charter, the City is operated under a City Council/City Manager form of government. Four City Council members are elected at large to serve four-year terms. The Mayor is elected, serving a two-year term to be the City Council administrative head. The Mayor/City Council also serve as Agency members. The City and Agency have automated much of the finance and budget activities and have been in place in several years. This department currently consists of - Finance Director John Falconer Accounting Manager Amy Swan -Draper Financial Services Asst. Diane Martin Account Technician Sharon Christiansen Account Technician Patsy Parker Account Clerk Missy Mendoza Secretary Vianka Orrantia The City contracts for some services to its residents and businesses including police, fire and refuse disposal. As of June 30, 2001, City employment totaled approximately 72 employees. Enclosed are copies of the City's and Agency's audited financial statements for the 2000- 01 fiscal year. Ui.0 ATTACHMENT 2 CONTRACT SERVICES AGREEMENT THIS AGREEMENT FOR CONTRACT SERVICES (the "Agreement"), is made and entered into by and between the CITY OF LA QUINTA, (the "City"), a California municipal corporation, and , Certified Public Accountants (the "Contractor"). The parties hereto agree as follows: 1.0 SERVICES OF CONTRACTOR 1.1 Scope of Services. In compliance with all terms and conditions of this Agreement, the Contractor shall provide those services related to Executive Recruitment for Finance Director, as specified in the "Scope of Services" attached hereto as Exhibit "A" and incorporated herein by this reference (the "services" or "work"). Contractor warrants that all services will be performed in a competent, professional and satisfactory manner in accordance with the standards prevalent in the industry for such services. 1.2 Contractor's Proposal. The Scope of Services shall include the Contractor's proposal or bid, if any, which shall be incorporated herein by this reference as though fully set forth herein. In the event of any inconsistency between the terms of such proposal and this Agreement, the terms of this Agreement shall govern. 1.3 Compliance with Law. All services rendered hereunder shall be provided in accordance with all ordinances, resolutions, statutes, rules, regulations and laws of the City of La Quinta and any Federal, State or local governmental agency of competent jurisdiction. 1.4 Licenses, Permits, Fees and Assessments. Contractor shall obtain at its sole cost and expense such licenses, permits and approvals as may be required by law for the performance of the services required by this Agreement. Contractor shall have the sole obligation to pay for any fees, assessments and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for the performance of the services required by this Agreement. 1.5 Familiarity with Work. By executing this Agreement, Contractor warrants that (a) it has thoroughly investigated and considered the work to be performed, (b) it has investigated the site of the work and fully acquainted itself with the conditions there existing, (c) it has carefully considered how the work should be performed, and (d) it fully understands the facilities, difficulties and restrictions 1 attending performance of the work under this Agreement. Should the Contractor discover any latent or unknown conditions materially differing from those inherent in the work or as represented by the City, it shall immediately inform City of such fact and shall not proceed except at Contractor's risk until written instructions are received from the Contract Officer (as defined in Section 4.2 hereof) . 1.6 Care of Work. The Contractor shall adopt reasonable methods during the life of the Agreement to furnish continuous protection to the work, and the equipment, materials, papers and other components thereof to prevent losses or damages, and shall be responsible for all such damages, to persons or property, until acceptance of the work by City, except such losses or damages as may be caused by City's own negligence. The performance of services by Contractor shall not relieve Contractor from any obligation to correct any incomplete, inaccurate or detective work at no further cost to the City, when such inaccuracies are due to the negligence of Contractor. 1.7 Additional Services. In accordance with the terms and conditions of this Agreement, the Contractor shall perform services in addition to those specified in the Scope of Services (Exhibit "A") when directed in writing to do so by the Contract Officer, provided that Contractor shall not be required to perform any additional services without compensation. Any addition in compensation not exceeding five percent (5%) of the Contract Sum may be approved by the Contract Officer. Any greater increase must be approved by the City Council. 1.8 Special Requirements. Additional terms and conditions of this Agreement, if any, which are made a part hereof are set forth in the "Special Requirements" attached hereto as Exhibit "B" and incorporated herein by this reference. In the event of a conflict between the provisions of Exhibit "B" and any other provisions of this Agreement, the provisions of Exhibit "B" shall govern. 2.0 COMPENSATION 2.1 Contract Sum. For the services rendered pursuant to this Agreement, the Contractor shall be compensated in accordance with the "Schedule of Compensation" attached hereto as Exhibit "C" and incorporated herein by this reference, but not exceeding the maximum contract amount as follows: Fiscal Year 2001 /02 $ , Fiscal Year 2002/03 $ , Fiscal Year 2003/04 $ , Fiscal Year 2004/05 $ , and Fiscal Year 2005/06 $ , except as provided in Section 1.7. The method of compensation set forth in the Schedule of Compensation may include a lump sum payment upon completion, payment in accordance with the percentage of completion of the services, payment for time and materials based upon the Contractor's rates as specified in Exhibit "C but not exceeding the Contract Sum, 2 or such other methods as may be specified in the Schedule of Compensation (Exhibit "C"). Compensation may include reimbursement for actual and necessary expenditures for reproduction costs, transportation expense, telephone expense, premiums for bonds and insurance, and similar costs and expenses when and if specified in the Schedule of Compensation (Exhibit "C"). 2.2 Method of Payment. Any month in which Contractor wishes to receive payment, Contractor shall submit to the City no later than the tenth (10th) working day of such month, in the form approved by the City's Finance Director, an invoice for services rendered prior to the date of the invoice. Such invoice shall (1) describe in detail the services provided, including time and materials, (2) specify each staff member who has provided services and the number of hours assigned to each such staff member, and (3) indicate the total expenditures to date. Such invoice shall contain a certification by a principal member of Contractor specifying that the payment requested is for work performed in accordance with the terms of this Agreement. City will pay Contractor for all expenses stated thereon which are approved by City pursuant to this Agreement no later than the last working day of the month. 3.0 PERFORMANCE SCHEDULE 3.1 Time of Essence. Time is of the essence in the performance of this Agreement. 3.2 Schedule of Performance. All services rendered pursuant to this Agreement shall be performed diligently and within the time period established in the "Schedule of Performance" attached hereto as Exhibit "D" and incorporated herein by this reference. Extensions to the time period specified in the Schedule of Performance may be approved in writing by the Contract Officer. 3.3 Force Majeure. The time period specified in the Schedule of Performance (Exhibit "D") for performance of the services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of the Contractor, including, but not restricted to, acts of God or of the public enemy, fires, earthquakes, floods, epidemic, quarantine restrictions, riots, strikes, freight embargoes, acts of any governmental agency other than City, and unusually severe weather, if the Contractor shall within ten (10) days of the commencement of such delay notify the Contracting Officer in writing of the causes of the delay. The Contracting Officer shall ascertain the facts and the extent of delay, and extend the time for performing the services for the period of the forced delay when and if in his judgment such delay is justified, and the Contracting Officer's determination shall be final and conclusive upon the parties to this Agreement. 3 3.4 Term. Unless earlier terminated in accordance with Section 7.8 of this Agreement, this Agreement shall continue in full force and effect until completion of the services, except as otherwise provided in the Schedule of Performance (Exhibit 11 D11). 4.0 COORDINATION OF WORK 4.1 Representative of Contractor. The following principals of Contractor are hereby designated as being the principals and representatives of Contractor authorized to act in its behalf with respect to the work specified herein and make all decisions in connection therewith: a. b. c. It is expressly understood that the experience, knowledge, capability and reputation of the foregoing principals were a substantial inducement for City to enter into his Agreement. Therefore, the foregoing principals shall be responsible during the term of this Agreement for directing all activities of Contractor and devoting sufficient time to personally supervise the services hereunder. The foregoing principals may not be changed by Contractor and no other personnel may be assigned to perform the service required hereunder without the express written approval of City. 4.2 Contract Officer. The Contract Officer shall be the Finance Director or such other person as may be designated by the City Manager of City. It shall be the Contractor's responsibility to assure that the Contract Officer is kept informed of the progress of the performance of the services and the Contractor shall refer any decisions which must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer. 4.3 Prohibition Against Subcontracting or Assignment. The experience, knowledge, capability and reputation of Contractor, its principals and employees were a substantial inducement for the City to enter into this Agreement. Therefore, Contractor shall not contract with any other entity to perform in whole or in part the services required hereunder without the express written approval of the City. In addition, neither this Agreement nor any interest herein may be assigned or transferred, voluntarily or by operation of law, without the prior written approval of City. 4 014 4.4 Independent Contractor. Neither the City nor any of its employees shall have any control over the manner, mode or means by which Contractor, its agents or employees, perform the services required herein, except as otherwise set forth. Contractor shall perform all services required herein as an independent contractor of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role. Contractor shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. 4.5 City Cooperation. The City shall provide Contractor with any plans, publications, reports, statistics, records or other data or Information pertinent to services to be performed hereunder which are reasonably available to the City. The City shall additionally provide Contractor staff assistance and shall take prompt and appropriate action when it will assist in ensuring and timely performance by Contractor hereunder. 5.0 INSURANCE, INDEMNIFICATION AND BONDS. 5.1 Insurance. The Contractor shall procure and maintain, at its cost, and submit concurrently with its execution of this Agreement, public liability and property damage insurance against all claims for injuries against persons or damages to property resulting from Contractor's acts or omissions rising out of or related to Contractor's performance under this Agreement. The insurance policy shall contain a severability of interest clause providing that the coverage shall be primary for losses arising out of Contractor's performance hereunder and neither the City nor its insurers shall be required to contribute to any such loss. A certificate evidencing the foregoing and naming the City and its officers and employees as additional insured shall be delivered to and approved by the City prior to commencement of the services hereunder. The amount of insurance required hereunder shall be determined by the Contract Sum in accordance with the following table: Contract Sum Less than $50,000 $ 5 0, 000 - $ 300, 000 Over $ 300, 000 Coverage (personal injury/ property damage) $100,000 per individual; $300,000 per occurrence $250,000 per individual; $500,000 per occurrence $500,000 per individual; $1,000,000 per occurrence 5 _ The Contractor shall also carry automobile liability insurance of $1,000,000 per accident against all claims for injuries against persons or damages to property arising out of the use of any automobile by the Contractor, its officers, any directly or indirectly employed by the Contractor, any subcontractor, and agents or anyone for whose acts any of them may be liable, arising directly or indirectly out of or related to Contractor's performance under this Agreement. The term "automobile" includes, but is not limited to, a land motor vehicle, trailer or semi -trailer designed for travel on public roads. The automobile insurance policy shall contain a severability of interest clause providing that coverage shall be primary for losses arising out of Contractor's performance hereunder and neither the City nor its insurers shall be required to contribute to such loss. A certificate evidencing the foregoing and naming the City and its officers and employees as additional insured shall be delivered to and approved by the City prior to commencement of the services hereunder. Contractor shall also carry Workers' Compensation Insurance in accordance with State Workers' Compensation laws. The Contractor shall procure professional errors and omissions liability insurance in the amount of $1,000,000. All insurance required by this Section shall be kept in effect during the term of this Agreement and shall not be cancelable without thirty (30) days' written notice of proposed cancellation to City. The procuring of such insurance or the delivery of policies or certificates evidencing the same shall not be construed as a limitation of Contractor's obligation to indemnify the City, its officers, employees, contractors, subcontractors or agents. 5.2 Indemnification. The Contractor shall defend, indemnify and hold harmless the City, its officers, officials, employees, representatives and agents, from and against any and all actions, suits, proceedings, claims, demands, losses, costs, and expenses, including legal costs and attorneys' fees, for injury to or death of person(s), for damage to property (including property owned by the City) and for errors and omissions committed by Contractor, its officers, anyone directly or indirectly employed by Contractor, any subcontractor, and agents or anyone for whose acts any of them may be liable, arising directly or indirectly out of or related to Contractor's performance under this Agreement, except to the extent of such loss as may be caused by City's own active negligence, sole negligence or willful misconduct, or that of its officers or employees. m UIG 5.3 Remedies. In addition to any other remedies the City may have if Contractor fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, the City may, at its sole option: a. Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under this Agreement. b. Order the Contractor to stop work under this Agreement and/or withhold any payment(s) which become due to Contractor hereunder until Contractor demonstrates compliance with the requirements hereof. C. Terminate this Agreement. Exercise of any of the above remedies, however, is an alternative to any other remedies the City may have and are not the exclusive remedies for Contractor's failure to maintain or secure appropriate policies or endorsements. Nothing herein contained shall be construed as limiting in any way the extent to which Contractor may be held responsible for payments of damages to persons or property resulting from Contractor's or its subcontractors' performance of work under this Agreement. 6.0 RECORDS AND REPORTS. 6.1 Reports. Contractor shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement as the Contract Officer shall require. 6.2 Records. Contractor shall keep such books and records as shall be necessary to perform the services required by this Agreement and enable the Contract Officer to evaluate the cost and the performance of such services. Books and records pertaining to costs shall be kept and prepared in accordance with generally accepted accounting principles. The Contract Officer shall have full and free access to such books and records at all reasonable times, including the right to inspect, copy, audit and make records and transcripts from such records. 6.3 Ownership of Documents. Originals of all drawings, specifications, reports, records, documents and other materials, whether in hard copy or electronic form, which are prepared by Contractor, its employees, subcontractors and agents in the performance of this Agreement, shall be the property of City and shall be delivered to City upon the termination of this Agreement or upon the earlier request of the Contract Officer, and Contractor shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights of ownership of the documents and materials hereunder. Contractor may retain copies 7 of such documents for its own use. Contractor shall have an unrestricted right to use the concepts embodied herein. Contractor shall cause all subcontractors to assign to City any documents or materials prepared by them, and in the event Contractor fails to secure such assignment, Contractor shall indemnify City for all damages suffered thereby. See Exception Exhibit "E" . 6.4 Release of Documents. The drawings, specifications, reports, records, documents and other materials prepared by Contractor in the performance of services under this Agreement shall not be released publicly without the prior written approval of the Contract Officer or as required by law. Contractor shall not disclose to any other private entity or person any information regarding the activities of the City, except as required by law or as authorized by the City. 7.0 ENFORCEMENT OF AGREEMENT. 7.1 California Law. This Agreement shall be construed and interpreted both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Riverside, State of California, or any other appropriate court in such county, and Contractor covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. 7.2 Disputes. In the event of any dispute arising under this Agreement, the injured party shall notify the injuring party in writing of its contentions by submitting a claim therefor. The injured party shall continue performing its obligations hereunder so long as the injuring party commences to cure such default within ten (10) days of service of such notice and completes the cure of such default within forty-five (45) days after service of the notice, or such longer period as may be permitted by the Contract Officer; provided that if the default is an immediate danger to the health, safety and general welfare, the City may take such immediate action as the City deems warranted. Compliance with the provisions of this Section shall be a condition precedent to termination of this Agreement for cause and to any legal action, and such compliance shall not be a waiver of any party's right to take legal action in the event that the dispute is not cured, provided that nothing herein shall limit City's right to terminate this Agreement without cause pursuant to Section 7.8. 7.3 Retention of Funds. City may withhold from any monies payable to Contractor sufficient funds to compensate City for any losses, costs, liabilities or damages it reasonably believes were suffered by City due to the default of Contractor in the performance of the services required by this Agreement. 7.4 Waiver. No delay or omission in the exercise of any right or remedy of a non -defaulting party on any default shall impair such right or remedy or be construed as a waiver. City's consent or approval of any act by Contractor requiring City's consent or approval shall not be deemed to waive or render unnecessary City's consent to or approval of any subsequent act of Contractor. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement. 7.5 Rights and Remedies are Cumulative. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party. 7.6 Legal Action. In addition to any other rights or remedies, either party may take legal action, at law or at equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. 7.7 Termination Prior To Expiration Of Term. This Section shall govern any termination of this Agreement, except as specifically provided in the following Section 7.9 for termination for cause. The City reserves the right to terminate this Agreement at any time, with or without cause, upon thirty (30) days' written notice to Contractor. Upon receipt of any notice of termination, Contractor shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Contractor shall be entitled to compensation for all services rendered prior to receipt of the notice of termination and for any services authorized by the Contract Officer thereafter in accordance with the Schedule of Compensation (Exhibit "C") or such as may be approved by the Contract Officer, except as provided in Section 7.3. 7.8 Termination For Default Of Contractor. If termination is due to the failure of the Contractor to fulfill its obligations under this Agreement, City may, after compliance with the provisions of Section 7.2, take over the work and prosecute the same to completion by contract or otherwise, and the Contractor shall be liable to the extent that the total cost for completion of the services required hereunder exceeds the compensation herein stipulated (provided that the City shall use reasonable efforts to mitigate such damages), and City may withhold any payments to the Contractor for the purpose of setoff or partial payment of the amounts owed the City as previously stated in Section 7.3. 7.9 Attorneys' Fees. If either party commences an action against the 9 A other party arising out of or in connection with this Agreement, the prevailing party shall be entitled to recover reasonable attorneys' fees and costs of suit from the losing party. 8.0 CITY OFFICERS AND EMPLOYEES; NON-DISCRIMINATION. 8.1 Non -liability of City Officers and Employees. No officer or employee of the City shall be personally liable to the Contractor, or any successor in interest, in the event of any default or breach by the City or for any amount which may become due to the Contractor or to its successor, or for breach of any obligation of the terms of this Agreement. 8.2 Conflict of Interest. No officer or employee of the City shall have any personal interest, direct or indirect, in this Agreement nor shall any such officer or employee participate in any decision relating to the Agreement which effects his personal interest or the interest of any corporation, partnership or association in which e is, directly or indirectly, interested, in violation of any State statute or regulation. The Contractor warrants that it has not paid or given and will not pay or give any third party any money or other consideration for obtaining this Agreement. 8.3 Covenant against Discrimination. Contractor covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, religion, sex, marital status, national origin, disability or ancestry in the performance of this Agreement. Contractor shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, marital status, national origin, physical disability, mental disability, medical condition, age or ancestry. 9.0 MISCELLANEOUS PROVISIONS 9.1 Notice. Any notice, demand, request, consent, approval, communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by prepaid, first-class mail to the address set forth below. Either party may change its address by notifying the other party of the change of address in writing. Notice shall be deemed communicated forty-eight (48) hours from the time of mailing if mailed as provided in this Section 9.1. 10 To City: CITY OF LA QUINTA 78-495 Calle Tampico La Quinta, California 92253 Attention: Thomas P. Genovese, City Manager To Contractor: 9.2 Integrated Agreement. This Agreement contains all of the agreements of the parties and all previous understandings, negotiations and agreements are integrated into and superseded by this Agreement. 9.3 Amendment. This Agreement may be amended at any time by the mutual consent of the parties by an instrument in writing signed by both parties. 9.4 Severability. In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by a valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not effect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the parties hereunder. 9.5 Authority. The persons executing this Agreement on behalf of the parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said parties and that by so executing this Agreement the parties hereto are formally bound to the provisions of this Agreement. IN WITNESS WHEREOF, the parties have executed this Agreement as of the dates stated below. Dated: ATTEST: City Clerk APPROVED AS TO FORM: City Attorney Dated: Name: Title: CITY OF LA QUINTA, a California municipal corporation as City Manager "CITY" "CONTRACTOR" 12 0 4. 2 EXHIBIT "A" SCOPE OF SERVICES 1. Contractor will perform an audit examination of all fund types and account groups of the City of La Quinta for five fiscal years commencing with the fiscal year ended June 30, 2002 and ending June 30, 2006. Contractor's examination will be conducted in accordance with generally accepted governmental auditing standards. Contractor will render its opinion on the general purpose financial statements and supplemental data of the City. Contractor will prepare the GPFS and supplemental data and provide 70 copies of the report no later than November 20th of each year. 2. Beginning with the fiscal year ending June 30, 2002, Contractor will perform a "single audit" of the City of La Quinta in accordance with Public Law 98-502, "The Single Audit Act of 1984". Additionally, Contractor will conduct its single audit in accordance with the provisions of OMB Circular A-133. Contractor's single audit will cover all federal grants received by the City of La Quinta either as a primary or secondary recipient and provide 12 copies no later than November 20th of each year. Contractor will render auditors' reports on (1) the supplemental schedule of federal expenditures, (2) internal control structure matters in accordance with Government Auditing Standards, (3) upon internal controls (accounting and administrative) required by the Single Audit Act, (4) compliance with laws and regulations in accordance with Government Auditing Standards, (5) compliance with laws and regulations related to non -major Federal Financial Assistance Programs, (6) on compliance with General Requirements and (7) compliance with Specific Requirements Applicable to Major Programs. 3. Contractor will prepare a separate management letter, if required, to report material weaknesses in internal controls for distribution to the City Council. 4. Contractor will perform a financial and compliance audit of the La Quinta Redevelopment Agency initially for the year ended June 30, 2002 and ending June 30, 2006. Contractor will provide 50 copies of each of the reports by November 20th of each year. Contractor's compliance audit of the Redevelopment Agency will conform to requirements of "Guidelines for Compliance Audits of California Redevelopment Agencies" issued by the State Controller's office. 5. Contractor will prepare a separate letter to report constructive comments relating to internal control structure and compliance. Contractor will discuss those comments with the Finance Director and issue a separate letter to the 13 ()`-3 City Manager and Finance Director. These constructive comments relating to internal controls do not constitute material weaknesses in internal controls as discussed in Exhibit A Item 3 as determined by the Contractor. 6. desires to keep its City clients abreast of new developments affecting local government finance. Contractor would plan to advise City staff at least annually (perhaps a formal updating session would be in conjunction with review of management letter comments with City staff). 7. Finally, contractor perceives the scope of their work as being advisors to the City of La Quinta. Throughout the year, City personnel will have access to the Engagement Partner, to seek advice in the application of generally accepted accounting principles, the establishment and segregation of funds, advice regarding debt issuance, financial statement preparation and content and other matters relating to the City, including matters of taxation and policy relating to City fringe benefits. Contractor agrees to provide up to 40 hours annually of technical support of their management without charge to the City. meets the independence requirements of the Government Auditing Standards 1988 revision published by the U.S. General Accounting Office. Contractor's firm has never had a record of substandard audit work. 14 ���� EXHIBIT "B" SPECIAL REQUIREMENTS [Not Applicable] 15 EXHIBIT "C" SCHEDULE OF COMPENSATION The following is a summary of the estimated hours and a breakdown of the maximum fee (including all out of pocket expenses) for the engagement: Maximum Not to Exceed Fee Estimated 2001 /02 2002/02 2003/04 2004/05 2005/06 hours Audit of all funds and account groups of the City (including) single audit, work processing of GPFS and supplementary data) Financial and compliance audit of the La Quinta Redevelopment Agency Financial audit of the La Quinta Financing Authority Technical consultation Not to Exceed .Maximum Classification Hours % Time Partner - Technical Review Partner - Field Supervisor — Staff Auditors 16 U 0 The above not to exceed fees contemplate conditions satisfactory for completion of the examinations, including the City providing the auditors with trial balances with substantially all closing entries completed. Additionally the City agrees to furnish subsidiary detail of account balances and reconciliation of accounts to the general ledger. The City will also provide a reconciliation of fund balances to the prior audited financial statements. Contractor understands that the City will provide maximum cooperation. Contractor also contemplates that the City will type confirmation requests. Contractor's staff will locate supporting documentation upon guidance from City staff. If there are changes in the scope of the audit, i.e. additional federal grant programs, substantial additional debt issuances, refundings, added project areas, etc., Contractor would like to discuss these changes with the City Finance Director and the effect of these changes on professional audit hours and costs of the engagement. Hourly rates in effect for 2002 for additional services that the City may approve in writing are as follows by classification and level of experience. Classification Partner Supervisors Senior Accountant Staff Accountant Hourly Rate The foregoing rate include reimbursement for out of pocket expenses. 17 f EXHIBIT "D" SCHEDULE OF PERFORMANCE All reports due under this Agreement to be delivered by November 20, in the audit year which is being conducted unless otherwise noticed. EXHIBIT "E" OWNERSHIP OF DOCUMENTS (Exception to 6.3) Contract officer recognizes that audit working papers are property of the Contractor; however, Contractor agrees to maintain the working papers for three (3) years subsequent to the audit. Contractor also agrees to allow review of working papers at no expense to the City. EXHIBIT "A EXHIBIT "B EXHIBIT "C EXHIBIT "D F 0 0 INVESTMENT ADVISORY BOARD Meeting Date: TITLE: March 13, 2002 Consideration of Fiscal Year 2002/03 Investment Policies BACKGROUND: Business Session: B At last months meeting the Board asked for staffs opinion on any modifications to the Investment Policy. With this request in mind and based upon the last couple of months of discussions by the Board on possible changes Staff has the following comments: ♦ Investing in Medium Term Notes - The current policy does not permit this type of investment. Staff is not opposed to this type of investment; however, parameters should be narrowly defined to credit rating, length of maturity and maximum amount invested per institution. ♦ Extending the two-year maximum maturity limitation - Staff has reviewed its cash flow needs and has identified up to $10 million that could be invested beyond the current two-year limitation. In addition, Staff has attached the current investment policy and various articles received relating to investments, which were requested at the last Board meeting. RECOMMENDATION: Continued review of the Investment policies for approval by City Council in June 2002. l A, JohMM. Falconer Finance Director Page 11 of 16 UBS PaineWebber Inc. AGENCY MARKET • While there is no disputing the fact that the GSE balance sheets have expanded materially in recent years, it is our opinion that the GSEs are still poised for continued strong long-term performance. • Certainly, the legislative risk exposure of the GSEs has risen in recent years now that Congress and the administration are looking more closely at the GSEs' business activities. • However, it remains our view that the October 2000 voluntary reform agreement has 1) significantly reduced the threat that Congress will move to alter/repeal the GSE charters and 2) enhances the investing public's comfort with holding GSE debt. • Agency spreads have remained within exceptionally tight ranges over the past fortnight versus the treasury curve. Trading versus the swap curve is an entirely different matter altogether. Ten and 30-year agencies cheapened between 4-6 basis points versus similar maturity swaps over the past two weeks, placing both sectors on the cheap side of the past three-month trading range. Relative value versus treasuries is not particularly compelling —especially with the prospects for another wave of mortgage refinancing activity and/or another potential disturbance in credit market conditions. As a result, we opt to retain a modest overweight versus treasuries this week and only a neutral weighting versus the aggregate index. UNWANTED ATTENTION In the wake of last Fall's Enron fiasco, financial market participants have rightly taken to holding corporate America to a higher level of accountability. The financial press has joined the chorus of those focusing more heavily on issues of corporate governance and the integrity of reported earnings. Some comparisons being made recently, however, strike us as somewhat exaggerated. Take, for instance, the media's attempt to somehow generically link the trading losses at Allied Irish Bank together with the Enron scandal and bankruptcy of Global Crossings. The media is also looking more closely at Fannie Mae and Freddie Mac —companies which are constantly under the microscope of public opinion because of their high debt levels, use of leverage and special status as government -sponsored enterprises. Last week, the Wall Street Journal published another indictment against the GSE's business practices and balance sheet growth in its editorial section. But in this latest installment, the editorial explicitly associated the GSEs to the bankrupt and universally ostracized Enron Corp. (See "Fannie Mae Enron?", Wall Street Journal, February 20, 2002, p. A22.) THE OTHER SIDE The thrust of the article —reminiscent of prior WSJ commentaries on the GSEs—suggested that interest rate risk, credit exposure, ballooning debt levels and use of derivatives strategies could one day topple the GSEs and leave the American taxpayer holding the tab. In the closing line the editor suggests that, "maybe this time Congress should hold hearings before things go wrong" (italics added for emphasis). Like several other points in the article that were either factually incorrect or misleading, this statement disguises the fact that the GSEs have been and continue to be a regular subject of scrutiny at Congressional hearings. Lobbying groups like FM Watch, the political watchdog of Fannie Mae and Freddie Mac, have had an interested audience in Representative Richard Baker (R, LA), chairman of the House subcommittee on Capital Markets, Insurance, and Government -Sponsored Enterprises. And as recently as October 2000, Baker's subcommittee reached a voluntary reform agreement with the GSEs to increase accountability and transparency so that systemic risks, such as the Enron debacle, could be avoided. REFORM AGREEMENT REHASH In our view, this reform agreement has significantly reduced the risk that the GSEs will be targeted for additional legislation during the current Congressional session. Moreover, the criteria now provide several additional advance warning signals in the event of a severe dislocation in credit markets, and also adds another layer of protection against the threat of default. A brief look at the key criteria of this agreement demonstrates a concerted effort on the part of the GSEs to enhance transparency and improve risk disclosures: 1. Issuance of Subordinated Debt - The GSEs agreed to issue a pre-set level of subordinated debt that will roughly approximate four percent of on -balance sheet assets following a three-year phase in period. According to Federal Reserve studies, issuance of subordinated debentures improves market discipline by raising the cost of funding for unsafe or unsound financial institutions. Of course, four percent seems like a paltry sum and may even overstate the actual protection to senior debt holders. However, the subordinated notes can also act as a "canary in the coal mine" in the event that the GSEs are pushed toward bankruptcy. By monitoring the change in the senior -subordinated debt spread, financial market participants can gauge perceptions of credit risk, irrespective of other market forces. While this spread has risen since mid -September, levels are still right around the average of 27 basis points. 2. Liquidity Management - In the event that a sudden shock to the financial system limits the GSEs' access to public debt markets, both Fannie Mae and Freddie Mac will now hold a liquidity reserve sufficient to meet their debt UU Page 12 of 16 UBS PaineWebber Inc. obligations. Both companies have committed to maintaining a portfolio of high -quality, liquid, non -mortgage securities, equal to at least.5 percent of total assets. The two GSEs will also comply with the Basle Committee on Banking Supervision's principles for sound liquidity management. These measures are intended to help lower the GSEs' risk profile during financial market crisis. As of December 31, 2001 both Fannie Mae's and Freddie Mac's ratio of liquid assets to total assets were above the 5% threshold. 3. Risk -Based Capital Stress Test - Until the Office of Federal Housing Enterprise Oversight (OFHEO) is able to provide its own risk -based capital stress test in September, Freddie Mac and Fannie Mae will voluntarily adopt their own test based upon the parameters set forth in the Federal Housing Enterprise Financial Safety and Soundness Act of 1992. The results of these tests will be publicly disclosed on a quarterly basis, and will serve as a "bridge" until OFHEO completes final risk -based capital guidelines. Both GSEs passed their stress tests during June and September of 2001. 4. Interest Rate and Credit Risk Disclosures - Freddie Mac and Fannie Mae agreed to publicly disclose sensitivity analysis on interest rate risk and credit risk. The interest rate risk metric reflects the impact from both changes in the general interest rate environment and the shape of the yield curve. Meanwhile, the credit risk measure is intended to reflect the potential financial impact that a sudden sharp (5%) drop in housing prices would have on GSE balance sheets. Again, both agencies have a record of conforming to these periodic sensitivity analyses. 5. Annual "Risk to the Government" Credit Rating - S&P now publishes a rating that is separate and distinct from the senior debt ratings of Fannie Mae and Freddie Mac. These new ratings are designed to assess the risk to the government, by gauging the independent financial strength of the GSEs. The rating is currently AA- and is the same as the firms' subordinated debt rating. Were Fannie Mae and Freddie Mac to face balance sheet difficulties or negative exogenous shocks, the ratings agencies would have flexibility to lower these ratings, despite the implicit ties to the U.S. government. Bottom Line: While there is no disputing the fact that the GSE balance sheets have expanded materially in recent years, it is our opinion that the GSEs are still poised for continued strong long-term performance. Certainly, the legislative risk exposure of the GSEs has risen in recent years now that Congress and the administration are looking more closely at the GSEs' business activities. However, it remains our view that the October 2000 voluntary reform agreement has 1) significantly reduced the threat that Congress will move to alter/repeal the GSE charters and 2) enhances the investing public's comfort with holding GSE debt. MIXED BAG OVER THE PAST TWO WEEKS Agency spreads have remained within exceptionally tight ranges over the past fortnight versus the treasury curve (Table 2). Apart from the 2-, 10- and 30-year sectors, which finished the period largely unchanged, 5-year agencies tightened about 2 basis points versus comparable maturity treasuries. Still, moves versus the treasury curve were modest at best. A look at Chart 1 shows that the 10-year sector of the agency curve has remained within an incredibly tight 9 basis point band since the beginning of the year. While spreads in the 10-year sector are modestly wider than the richest levels of the year, no real directional swing has emerged. Rather, spreads are taking their directional cues more from relative supply shifts, whimsical changes in the credit environment and the rumblings in both the WSJ and Washington, DC regarding the GSEs business practices. Trading versus the swap curve is an entirely different matter altogether. Ten and 30-year agencies cheapened between 4-6 basis points versus similar maturity swaps over the past two weeks, placing both sectors on the cheap side of the past three-month trading range (Table 3). Chart 1 10-Year Agency Spreads (Basis points) 90 85 80 75 70 65 60 55 50 — N N O O O O O 0 � 0 a > c co CU 2 2 (n Z Source: UBS PaineWebber Fixed Income Strategy. ISSUANCE NEXUS Agency supply has moderated slightly over the past few weeks, but several large bellwether deals have kept overall issuance well elevated (Chart 2). Last week, Fannie Mae priced $6 billion of a 3-year Benchmark Note at +98.5 basis points to the 2-year treasury note. This pricing follows Freddie Mac's 3-year note sale earlier in the month. The Fannie Mae deal performed very well and the notes have since tightened to +96.5 basis points. The new notes also tightened versus swaps, debuting at LIBOR —14 basis points and richening to LIBOR —14 by the end of the week. The week ahead presents something of a lull for the callable and noncallable bellwether pricings, however, the two agencies are using the gap as a convenient opportunity to expand their subordinated notes issuance (Table 1). Fannie Mae will seek to re -open its 4.75s of January 2007 on Wednesday by between $1.0 and $1.5 billion. Freddie Mac expects to extend further out on the curve with a new $1.0 to $1.5 billion 10-year �. U U Page 13 of 16 UBS PaineWebber Inc. subordinated note sale. Similar to its prior tranche of SUBS, Freddie Mac's new issue will have a European call option after 5-years. Another nexus on the issuance front concerns the heavy amount of 5-year bellwether issuance during March. Freddie Mac is slated to announce details of a 5-year Reference Note on Thursday for pricing on March 7. We're looking for $5-6 billion of a new 5-year note this month from Freddie Mac —now that the current on -the -runs are eight months old and have already been reopened once. Fannie Mae, which is also scheduled to sell 5-year notes this month (as well as a 10-year tranche) will announce details on March 18. We expect Fannie Mae will opt for a reopening of both the 5- and 10-year maturities this month. Chart 2 Agency New Issuance (Billions of U.S. dollars, excluding discount note issuance) 35 30 25 20 15 10 5 0 �— e— e— �— N N N Q 4 4 4 4 4 Q O O O cca a)M c0 N 7 d U O N N 0 Source: UBS PaineWebber Fixed Income Strategy Group. Table 1 GSE Subordinated Debt Program Fannie Mae 02/01/01 02/01/11 6.250% 2.5 bn Fannie Mae 05/08/01 05/02/06 5.500% 1.5 Fannie Mae 12/07/01 01/02/07 4.750% 1.0 Total 5.0 bn Freddie Mac 03/21/01 03/21/11 5.875% 2.0 Freddie Mac 08/01/01 08/01/11 6.375% 1.0 Total I 1 1 3.0 bn Source: Fannie Mae and Freddie Mac. THE WEEK AHEAD As we wrote in detail in the Overview section, credit market participants will likely focus primarily upon the heavy economic release calendar this week ,and Chairman Greenspan's semi-annual monetary policy testimony to Congress on Wednesday. In addition, the agency market will continue to take direction from the evolving credit environment, particularly in the wake of last week's scathing WSJ article on the GSEs. Admittedly, agency/treasury spreads have moved off the lows of the past three months as a result of the souring credit conditions. And considering that agencies are still rather rich when measured against levels witnessed back in mid- 2000, there is certainly room for additional spread widening if agencies were to become swept up in a more widespread erosion of credit conditions. However, we reiterate our view that the GSEs are still largely insulated from further Congressional oversight and will likely emerge unscathed when this Darwinian corporate weeding out process finally passes. Relative value versus treasuries is not particularly compelling —especially with the prospects for another wave of mortgage refinancing activity and/or another potential disturbance in credit market conditions. As a result, we opt to retain a modest overweight versus treasuries this week and only a neutral weighting versus the aggregate index. . uv4 FEB-226-22002 09:15 P.01 Facsimile Cover Sheet . 4 0. M Le. 0 Company: - "or Phone: Fag: _..._ ',-� -1 `7 1- 1 From: Cyrdle P. Mahfoud Financial Consultant Company:A. Gic Phone; (760) 340-0650 or (800) 243-0650 Fax., (760) 341-6638 Date: I P ilo Total # of pages: �.. Comments: 73-993 Ifighwuy I11, Suite #100 Palm Desert, California 92260 (760) 340-0650 (800) 243�0650 fax (760) 341-6638 This f kmirmle cmWns privileged and confidential information intended only for the use of the individual or entity named above. if the reader of the fbcaitmle is not the intended recipient or the employee or agent responsible for delivering it to the intended recipient, you are hereby notified that any dissemination or copying of this facsimile is strictly prohibited. If you Mve received ibis facsimile in error, p1we irnmediocly notify us by trkphone and rctum the original fi csimsle to us at the above address via the I_Tnitcd RAMS Postal Seiviec. Thank you. IF YOU AID NOT RFCBIVA ALL, THE PAGES, PLEASE CALL AS SOON AS POSSIBLE. 02-26—®2 08:52 RECEIVED FROM: P.01 FEB-26-2002 09:15 P.02 Bond Market Watch A MONTHLY FIXED -INCOME STRATEGY GUIDE • FFBRUARY 15, 2002 'VITH BOND FINDAMENTA .S O1 TERIORATING. WE CONTnvuE TOLOOK FOR' YIELDS TO MOVE HIGHER OVER THE . BALANCE OF THE YEAR." Not If, But When he Federal Reserves decision to leave the target federal funds rate unchanged on Jan. 30 was widely anticipated but still important for several reasons. It was the first scheduled meeting since the beginning of 2001 at which the Fed did not ease monetary policy. Second, it marked the longest period of time in more than a year that the Fed did not change (lower) interest rates. Barring a major surprise, the Fed is now finished with the easing cycle, in our opinion. Recent economic data and comments from various Fed officials indicate that, while risks to the economy still remain, those risks are moderating. Treasury Secretary Paul O'Neill predicted that by the fourth quarter growth would rise at an annual rate of 3% to 3.5% and said: "We sea more signs every day indicating a recovery Is under way." The president of the European Central Bank echoed these views at the G7 meeting in early February Despite signs that the Fed is finished easing and that the economy is (modestly) improving, bond yields are tower than they were on the date of the last Fed Benchmark Yields (1970 to Present) meeting. Since the end of January, stocks and corporate bonds have been volatile and concerns over earnings (e.g., worldCom) and accounting issues (e_g_, Enron) have generated a "flight -to -quality" bid for Treasuries_ That, coupled with our view that the Fed is through easing and the economy will recover this year, lead us to believe that the Treasury market is vulnerable at current levels. Last month we talked about some of the implications for the bond market when the Fed completes an easing cycle. Among these were the time between the last ease and the first tightening (on average 10.5 months), the trend toward narrower risk premiums, higher yields, and a flatter yield curve. This month we thought it might be beneficial to discuss what happens to yields and the curve after an easing cycle. We have identified eight easing cycles (defined as at least two eases without an intervening tightening in a 12-month period) since 1970_ In seven of the previous eight easing cycles, the yield curve was flatter six months after the last Fed ease. The lone exception was the most recent easing cycle in late 1998. However, this easing cycle was different from the others in that it was not in reaction to pronounced B $--------------- ------------------------ .............................=:—:r-.dr-r—Ss q---•-----------•-•-------•--•------••- ------- --------•--•----get Rate .. i ---------- 7( ' --- ----•-------••------- $ ,l-----•.;-----.................----------- •-----•--•- ----- --------------------- ---------------- •------------------- ----------------------------•------------------- n economic weakness, but instead to restore confidence and liquidity to the financial markets in the wake of the Long -Term Capital Manage- ment hedge fund meltdown. On an annualized GDR basis, the final two quarters of 1998 grew at 4.1 % and 6_7%, and oil and inflation YJ701172 1174 1178 1178 1B0 V82 11B4 1186 V88 1190 1192 1194 V98 1f9B 1100 1102 Mta sowcos: maumr ifUU 02-26-02 08:52 RECEIVED FROM: p•62 FEB-26-2002 09:16 BOND MARKET WATCH — FEBRUARY 15, 2002 F. a3 spiked higher, causing yields on long -maturity Treasuries to do the same. This cycle is a more "normal" cycle in that the Fed is responding to a weak economy. In terms of the degree of tightening, it looks similar to the cycles that ended in December 1982, August 1986 and September 1992. In those three easing cycles, the yield of the two-year Treasury was higher by the time of the next rate hike, and two of the three times all maturities featured higher yields. The only exception was at the end of the 1992 cycle when long-term Treasury yields kept declining for more than a year after the Fed finished easing. That cycle also featured the longest time (17 months) between the last cut and the first hike. However, if you consider the shape of the yield curve six months after the last ease, the curve was flatter in all three of these cycles. The bigger question is what happens to yields next. We continue to believe that barring a major surprise (e.g., another terrorist attack), the econorny has bottomed- Recent data from the manufacturing sector, as well as the improvement in retail sales and the leading indicators, seem to confirm this. In light of the Fed's aggressive pursuit of easier monetary policy last year and the improvement in the economy, we believe the Fed is finished easing. We look for the Fed to change its bias to neutral at one of the next two meetings and to tighten by mid to late summer. The government will operate at a deficit this year as the war on terrorism continues and the tax receipts decline in the wake of the recession- The inflation outlook remains one of the few bright spots for fixed -income investors_ After ending last year at 1.6%, the consumer price index will likely move higher this year as the global econorny recovers. With bond fundamentals deteriorating we continue to look for yields to move higher over the balance of the year. Yields are up 70 to 80 basis points from the lows of early November already and we look far them to move higher still. An improving economy should increase demand for credit, and improvement in the global economy would likely lead to higher commodity prices. These factors, coupled with marginally tighter Fed policy, lead us to believe that rates will continue to rise in 2002. W11AAAm A. HUrcNBAIAGER CHIEF INCOMP a111 nrl;GfST www. aocdw�rd6.com AddlBonal Inforoadon arsl4d* opon request. INS information is obtained from sources and data considered to be reliable, but its a=raey and completeness are not guaranteed by A.G. Edwards & Sons, Inc. Any opinions expressed are subject to change without notim Neither the information nor any opinions expressed constitutor a solicitation for the purchase or sale of any security referred to herein. A.G. Edwards & Som, Inc. may make markets or have positions in the S2eWVOS mentioned herein and mayy Dave also performed investment banking services for the issuers of such sem6lies. Indicated market prices or svwds do not include transaction fees or other expenses. Investments can flucmate In price, value and/or incomeand may return less than tha original investment. Investments or investrnunt services mentioned may not be suhable for all, and investors in doubt should seek advice from their financial consultant. The levels and basis of Lwhon can change. International investing involves special risks, including those tied to currency fluctuations and foreig.0 eronomiG arld political risks. Past pedomrance is not necessarily a guide to future performance. The offEting is made onfy by the official statement. These bonds are offered when, as Md d issued and received by uS and suGlect to the aporovino legal opinion, which wilt be printed on each bond. A ahscossion of interest exemption from specific taxes is the Gpinlon of Counsel. for insured bonds, no representation i5 made to the insurers ability to meet its commitments, the Insurance does not remove the market risk o#the bonds. This document has been approved by AG. Edwards & Sons (M) Limited, regulated by FSA. R-Bd25 A.C. EDWAR DS & SHINS, INC. Uv 1 02-26-02 08:58 RECEIVED FROM: p'08 FEB-26-2002 09:16 P . 04 Economic and Market Outlook FEBRUARY 4, 2002 1. We look for the U.S. economy to recover from the recession this year. The economy could still be quite weak at the start of the year, but growth is likely to accelerate as the year progresses. The four -quarter average of real GDP growth is likely to be 2.25% this year and 5.12% in 2005. Of course, this outlook would probably change if there were another major terrorist attack. 2. Inflation is likely to remain low in 2002. There is still a great deal of excess capacity here and abroad, and foreign economic growth may not pick up appreciably until next year. inflation could accelerate in 2005 when the 'whole world economy is expected to be back on its feet. The 12-month consumer price inflation rate is likely to be near 2.0% at the end of this year and 2.5% in December 2003. 3. The threat of terrorism continues tO be the main risk to the economy this year. If the terrorist Threat diminishes, economic growth could be even stronger than we anticipate. The combination of low inventories, low interest rates, low energy prices and the 2001 tax cut could give a real boost to the economy this year, if the terrorists do not strike again. 4. The Fed says that the outlook for economic recovery has become more promising, but policymakers continue to assert that the risks are weighted mainly toward economic weakness. This is not a forecast for fuiure economic activity. Rather we believe the statements made after the FOMC meetings usually reflect what policymakers think will happen to the unemployment rate. When the unemployment rate is rising, the Fed usually says that the risks are toward weakness. When the unemployment rate is low and declining, the Fed often says that the risks are toward inflation, even thou911 other indicators may be pointing toward slower economic growth. 5. The ending of the inventory liquidation process could be a real plus to the econol-ay, Businesses have been cutting production this year in order to reduce inventories that are now very lean. Fed Chairman Greenspan recently said that production is now well below sales. History suggests that once inventories reach desired levels, production is likely to rise just to meet existing demand. This is what normally starts the economy growing again. 6. The economy appears to be bottoming and that means that the downturn is nearly over and a recovery is likely to ben soon. During a recovery, the economy is crawling out of its hole. It is not back to previous peak levels of achvitY yet, and there are still lingering economic problems including layoffs and occasionally weak spending. If the recovery is slow, the unemployment rate could continue to rise. After all, if the economy does not create enough jobs to offset the rise in the labor farce, the imeinployment rate may still go up. 7. The longer the Fed can keep interest rates low at the start of the recovery, -the longer the economic expansion is likely to be. If the Fed cuts interest rates too much during the recession and over stimulates the economy, it may have to raise interest rates relatively soon and that could Cut the recovery short. At this point, the Fed does not appear to have lowered rates too far. The Fed could take back one or two rate cuts starting this summer, but a sustained increase in short- term interest rates looks unlikely until 2003 when world economic growth and inflation are likely to accelerate. The Feel funds rate target could be at 2.0% at the end of June and 2.5% by the end of the year. 8. Long-term treasury interest rates appear to have bottoined in November 2001 when a surge in borrowing and a reduced 02-26-02 08:58 RECEIVED FROM: P-04 FEB-26-2002) 09:17 P.05 willingness to lend on the part of bond buyers pushed the 10-year Treasury yield up from 4.3% to 5.2%. Yields were only briefly at that low level because many people rushed to refinance mortgages increasing the demand for credit. At the same time, investors turned more cautious on bonds, because the governmeiifs borrowing needs were increasing. Long-term Treasury rates are likely to rise a bit further this year and could increase more significantly next year if inflation rises as anticipated. The 10-year Treasury note yield is likely to be around 55% at the end of June and 5.8% at the end of December this year. 9. The dollar continues to rise in value while foreign currencies weaken against the greenback. In. particular, the yen has dropped sharply in recent weeks, but the euro has declined only modestly, The strong dollar is likely to make the trade deficit worse this year, particularly if the U.B. Cary Thayer, Chief Economist Patrick Fearon, Economist economy recovers sooner than foreign economies. The strong dollar is a sign 01' confidence in the U.S. economy, The dollar could come under pres$ure later this year or early in 2005 if inflationary pressures begin to build. 10. Inflation has been reduced during the last year, primarily because energy prices have fallen. OPEC has tried to support prices by cutting prodtzctioll quotas, but non -OPEC production was at a record high level in December, and the demand for oil is soft because of the weak world economy. Energy prices could remain under pressure during mueb of this year, because inventories have been rebuilt making it even harder for OPEC to create a shortage. Oil prices could stay in the $15 to $22 range for much of this year. The period between winter and summer dernand could be a time of testing for ail producers. If there were a price war, it would probably develop this spring. A.G. TY-usted Advice • Exceptional Service February 4, 2002 Addltianal Infarmatlon a4laWe upon mquest. The meVal contained herHn hm Ix'e!1 p►�p�red bum source and data M believe is be r4fi IC but fit rYral�c no gkrarant m as to ils acrluacy err mrttpleien� ThIs morial is put> 100.srolely tar inlomWonal purposes god is net an t N buy or W Ora srkitaCrort o l m ofior to buy or mil a sammty or he trw product This m*rial Is not to be Co�rnred 8s prWl np Inverr ent s+ V10% in any furisdicdim when such o{fes or sortk:iatmn would be it t upwans and estirrr�es ere as of a aertaln tlara and �JeCt to C�gev�tnout notlCe. You Should be ah m M invtshmts ran tlurduate in prim. value and/or uhcarne, aril you beck less Ihan you in w4 d 1pdg performance IS rhot n rl a. ice to hl ate edom-ence. lnyestirierb or inUertment services mentioned may nut be sul{able for you and It you have any doubts u stwuld seefc advice 117 dour rinarttt� oor�ulA Wltere an nmslmcr1 is k Md1 as mm�9 iim lod inco , re. as being suhbble tr an irM Obi p ly 3CdkrfI� irmomc. the int "torn the QmlQs rwl rr4 and part althe (112 ner d may be usi to Rpeey thel lrimme. Where the ppurdla�e or sale of an Ulve nertt requires a rnanpe from one c to another, fluC158 om l n the ex0mn a rate may t>a a am advesse etlea on the value, p a frwme rn me irr rmflt Cefg Invesmtorhts may bo mm anod loaf am not readily rsalsable. This means that it rrray be dWreult to sell of rr2lise the invesirre t. or obbin reliable inturrrralioe rcparding ils value_ Tho fowls and basis of taxation ran change. This owffw has been approved by AG. Edriwds & Sons R K.) Limited, iegutaled by foe FSA www_agedwards_com 02-26-92 08:54 Member SIPC 0 2M AG. Edwsrda A ^'..sons. Inc., TOTAL P.05 RECEIVED FROM: P.05 ws5 jlKay � Fannie Mae, Freddie Mac Faulted For Possible Glut of Apartments By RAY A. SMITH Staff Reporter of Tm WALL STun JOURNAL Are the lending programs of Fannie Mae and Freddie Mac driving the nation's apart- ment market toward potential trouble? f Construction of apartment buildings has _ remained relatively strong despite weaken- ingdemandforapartmenthousiug, andindus- try analysts and developers believe a glut of apartments is in the offing. Some are blaming expected oversupply on a more aggressive ef- fort by Fannie Mae and Freddie Mac to fi- nance buyers of apartment buildings. C Just this week at a real-estate conference in New York, real-estate magnate Sam Zell, chairman of Equity Residential Properties Trust, me of the nation's largest apartment landlords, blasted Fannie Mae and Freddie Mac for "very aggressive overlending" in the multifamily sector. Mr. Zell said the two gov- ernment -sponsored entities were in danger of becoming like the savings -and -loans institu- tions of the 1980s—not because of risky loans but because they concentrate so much of the multifamily lending market. While traditional lenders such as banks and insurers have scaled back loans provided directly to apartment developers and buyers, OveriVendifi-g' Fuels Continued From Page A2 Officials at Fannie Mae and Freddie Mac argue that while their lending programs have expanded, their standards haven't. Proper- ties still have to meet a 90-90 rule-900/c occu- pied and in operation for at least 90 days —and rents on the property must be comparable with other buildings in the area, to qualify for a Fannie Mae or Freddie Mac acquisition loan. If anything, "it's not the availability of capi- tal, it's the terms at which it is available for" that has helped keep prices steady and con- struction up, said Kenneth J. Bacon, senior vice president of Fannie Mae's multifamily lending and investment division. Freddie Mac, which reduced its amount of acquisition loans in 2001 to a still -significant 25% of overall financing from 30% in 2000, doesn't see any connec- tion between its financing initiatives and continued apartment construction. "I don't think that's true," said Adrian Corbiere, senior vice president of multi- family at Freddie Mac. "Our overall vol- ume of lending has increased because we have taken significant market share from other lenders. But the overall volume of lending for multifamily financing hasn't increased dramatically." While much of Fannie Mae's and Fred- die Mac's financing goes toward middle - and high -income properties, the organiza- tions argue that most of their programs help fund so-called affordable housing. National data show an increasing short- age of lower -income multifamily housing but a growing oversupply at the higher levels. That makes it hard for the organiza- tions to reconcile their do-gooder images with their existence as numbers -driven, publicly traded corporations seeking to please shareholders. The agencies also have come under in- creased scrutiny over their growing debt and the risks associated with those obligations. Reis Inc., a research firm based in New York, expects the number of completed apartment units nationwide to increase to 123,500 this year from 112,000 units in 2001. Meanwhile, origination of loans in the multifamily sector rose to $35.23 billion in 2001 from $26.54 billion in 2000, according to a survey conducted by the Mortgage Bank- ers Association of America in Washington. The lenders surveyed exclude life -insurance Fannie Mae and Freddie Mac lending pro- grams have kept growing. The agencies, which were created by Congress, don't make loans directly but help provide liquidity to the housing market by buying or securitizing loans. They are the two biggest providers of fi- nancing for acquisitions in the multifamily sector —much of it for middle- to high -end prop- erties, which is ironic for organizations widely, associated with affordable housing. Last year, Freddie Mac invested $12.3 billion in the multifamily sector, a record for the organiza- tion, based in McLean, Va. Fannie Mae of Washington nearly doubled its investment in multifamily rental housing in 2001, providing E2'l.8 billion. By financing loans for buyers, Fannie Mae and Freddie Mac "have made itmore advanta- geous for bgdders to go out there and de- velop," said Robert Stevenson, an apartment analyst at Morgan Stanley in New York. In a worst -case scenario, "what you could eventu- ally see if the supply problem got bad enough, is that some of these properties would be given back to lenders in foreclosures, like in the '90s," he said. Please Turn to Pope A4, Column 5 Apartments companies and commercial banks. Markets where apartment supply far outstrips demand amid high job losses in- clude Atlanta and Phoenix, which reported among the highest amounts of apartment - construction permits in the past three years, according to Regis J Sheehan & Associates, an apartment -research firm. Other cities, including Austin, Texas; Charlotte, N.C.; and Seattle, also have a glut of apartments. David Cardwell, vice president of fi- nance and technology at the National Multi Housing Council, a Washington - based organization representing the na- tion's leading apartment firms, thinks Fan- nie •Mae's and Freddie Mac's financing is an important factor but not the single driv- ing one. "Developers that don't build to hold properties long-term don't build based on financing that's available for takeout so much as they do availability of equity and capital for the actual construction debt," he said. A22 THE WALL STREET JOURNAL WEDNESDAY, FEBRUARY 20, 2002 ]E VIEW & OUTLOOK Fannie Mae Enron? We were reading President Bush's " budget the other day (we know, get a )"life), when we came across an un- usual mention of our all-time favorite -,.,companies —Fannie Mae and Freddie ,, Mac. What we found is a tale we think taxpayers and investors should want �',to hear. It seems that Fan and Fred, two "government -sponsored enterprises" that hold the majority of all home mort- i, gages in the U.S., have been growing --their debt at an annual rate of 25%. They now have about $2.6 trillion in debt outstanding, a big number in any case, but really big considering that "'taxpayers are on the hook for it. The budgeteers also expressed some anxi- ety about Fan and Fred's increasing de- pendence on derivatives. Hmmm. Where have we heard this before? The more we've since looked at Fan and Fred the more they look like poorly run hedge funds: lots of lever- age and snarkily hedged risk. The word Enron ring any bells? Last year, Fan's debt/equity ratio was about 60 to 1, more than five times the average for commercial banks. Moreover, as mortgage lenders, Fan- nie's equity can hardly be said to be well -diversified. Risk thus becomes a critical question. Fan and Fred face two kinds of risk: credit risk from the possibility that mortgage holders will default, and in- ­,terest-rate risk from the possibility that mortgage holders will prepay, leav- ing Fan and Fred on the wrong side of —the spread, that is, lending at low rates and borrowing at high rates. Of course, giant risk won't lead to giant problems if it's properly hedged. But Fan and Fred's risk manage- ment looks to be rather frisky. Take in- surance. Some credit risk can be re- duced by buying insurance against de- fault. But lately the siblings have been cutting back on insurance, leaving them with greater exposure to de- fault. Self-insurance may not be a dumb strategy in good economic times, but in a sharp downturn it can look pretty stupid. As for interest -rate risk, Fan and Fred hedge with a giant and complex program using all manner of deriva- tives. At the end of 2000, their com- bined derivative position was valued at $780 billion. Even scarier, these hedges are only as good as the counter - parties' ability to pay up. But Fan and Fred don't disclose the identity of their parties, so investors have no idea how much risk comes from possi- ble counterparty failure. (By the way, last year Fan's derivative strategy went, um, somewhat amiss and she had to write down shareholder equity by $7.4 billion.) Fan and Fred also pool mortgages and then sell those securities —that is, they retain the credit risk since they guarantee the soundness of the mort- gages and buyers assume the interest - rate risk. But Fan and Fred have re- cently been buying back their own se- curities; each now holds 30% of all mortgage -backed securities outstand- ing. Simply put, they are re -assuming interest -rate risk. Not necessarily a terminal practice when interest rates are stable, but dangerous if rates turn volatile. Shaking in your boots yet? Well, there are even more parallels with En- ron. Fan and Fred's financial disclo- sure is terrible. They are not required to file financial statements with the SEC. The New York Stock Exchange re- quires that they report to sharehold- ers, but they keep disclosure and clar- ity to a minimum. Their financial state- ments are audited, for whatever that's worth. Last year Fan paid KPMG $2 million in audit fees and $6.6 million in consulting fees. Fred's auditor is Arthur Andersen; last year, Fred paid $1.1 million for auditing and more than $8 million for consulting. Fan and Fred do have a federal regu- lator. It's the Office of Federal Housing Enterprise Oversight, and in 1992 it was required by Congress to produce a risk -based capital rule for Fan and Fred. Essentially OFHEO had to figure out how much capital they needed to survive a period of financial stress. Nine years later, last September, OF- HEO finally published a rule that took some 600 pages to explain and that ev- erybody found opaque. Informed suspi- cion is that the proposed standard is be- low that of other financial institutions and less than the capital that Fan and Fred currently maintain. Then there's the matter of political influence. During the 1999-2000 elec- tion cycle, Fan spread around $1.6 mil- lion and Fred $2.4 million, giving to both parties about equally. The total of $4 million is almost double what Enron spent. And finally, there's Wall Street. Just as stock analysts sold the stuffing out of Enron's stock without having a clue about the true condition of the com- pany, they are madly selling Fan and Fred despite the fact they can't possi- bly know what's what. We aren't trying to scare readers here, and perhaps all of these concerns will come to nothing. So far during this recession, the housing market has held up well, knock on wood. Then again, un- like Enron, where only shareholders got taken to the cleaners, in the case of Fannie and Freddie taxpayers will take any bath. Maybe this time Con- gress should hold hearings before things go wrong. REVIEW & OUTLOOK 0� Frantic Fannie We've learned over the years that fhe more outrage an editorial inspires -the closer we were to the bull's-eye. So —Ve figure our aim must have been good ,-;after Fannie Mae and Freddie Mac re- acted to our editorial last week as if -we'd insulted their mothers. -rye The two biggest U.S. mortgage holders hit. the airwaves to denounce .-us, accused us of bias against "hous- 'ing" (as if we don't live in houses our- delves) and unleashed their favorite "Wall Street cheerleaders to deplore '„Qur ignorance. But something else hap-pened too: Fannie's share price took a hit on the day our editorial appeared, --land all sorts of other people wrote to r; say keep it up. Clearly we've touched a nerve, so "`let's touch it again ,by considering Fan ;,,and Fred's frantic -,,objections. For ex- 7'ample, their deriva- e position. In 2000, 5 "these two leveraged giants owned up to 3780 billion worth of Franklin Raines `derivatives. More re- Accounting wizard 'cent figures from ,,2001, however, put that total at $1.4 tril- ,; lion, with $1 trillion alone held by Fred. Why all these derivatives? Deriva- tives are used to hedge risk, of course, and Fan and Fred need to hedge their `'- big debts that expose them to credit and interest rate risk. But derivatives also carry the risk that the counter - party will fail to pay. Since Fan and -Fred don't disclose the names, or much else, about their counterparties, it's im- possible to judge counterparty risk. Readers of footnote 13 to Fan's finan- cial statement in 2000 learn that 99% of their derivative exposure is covered by only five mystery counterparties. The footnote says that these five are A -rated or better; in other words, most of the companies are weaker than Fan, which is triple-A rated. Our effrontery was to say that more disclosure might be in order. But when We saw Fannie CEO Franklin Raines's defense, we understood the problem. Mr. Raines seems to be under the im- pression that if something is recorded as an off -balance sheet liability, it doesn't count. He claims that the only liability that counts is Fan's on-bal- 0,nce record in 2000 of $643 billion. That heaves $707 billion in liabilities residing off -balance sheet. Hmm. Perhaps Mr. Raines is a graduate of the Andrew Fas- tow School of Accounting: outta sight i"s outta mind. Fan and Fred defend their financial disclosure by quoting from Moody's In- l"estors Service, one of the nation's Bond -rating agencies. So we looked at what Moody's actually said. In a three - page paper —not a rating report —is- sued in October 2000, Moody's noted that Fan and Fred had been under in- creased financial and political scru- tiny over their growing debt and the ad- equacy of their regulatory supervision. While Moody's welcomed Fan and Fred's initiatives as a way of reducing political risk, it did not say that Fan and Fred's disclosure was excellent or even sufficient. Using the subjunctive mood, Moody's said that Fan and Fred's decision to improve disclosure "could prove difficult for other firms to ignore, and could usher in a wave of en- hanced risk disclosure" and "may prove to be one of the more important" initiatives. Coulda, woulda, shoulda. Moody's more recent analysis, pub- lished at the end of 2001, is more defini- tive and not to the good: Under "Weak- nesses/Challenges," Moody's flagged Fan's "exposure to significant asset -lia- bility and credit risks" and noted that Fred's "exposure to mortgage prepay- ment and credit risks is significant and complex." Mr. Raines might also want to turn to page four of the Freddie re- port, where Moody's says the siblings' total 2000 obligations are $2.6 trillion, the very figure that Mr. Raines denies. In short, Moody's comes closer to mak- ing our case, not his. Fannie and Fred's shrieking re- sponse to us, we should add, isn't un- usual. They wield enormous clout on Wall Street and Washington, and they take no prisoners. Louisiana Republi- can Richard Baker learned this when he tried to rein in Fran and Fred from his House subcommittee chair in 2000. Fan and Fred responded with a huge lobbying campaign that bathed his committee in campaign contributions, donating during the 2000 election cycle to 21 of 27 other members. Texas Demo- crat Ken Bentsen alone cashed checks for $17,000. Mr. Baker's probe lost steam after he saw how many political allies the companies had rented. So far this cycle, according to the Center for Responsive Politics, Fan and Fred have given $37,000 to mem- bers of the House Financial Services Committee, more than $34,000 of that to the subcommittee with Fan and Fred oversight, and $102,000 to Members of the Senate Banking Committee. As for "soft money," Fred ranks eighth in do- nations, ahead of both Microsoft and Global Crossing. It has donated more than $1 million toward the 2002 elec- tions, evenly split between Democrats and Republicans, while Fan has do- nated nearly $800,000, mostly to Repub- licans. (And let's not forget lobbying expenses. From 1997 to 1999, Fan spent more than $16 million to hire more than 60 lobbyists.) We'd be the first to defend Fannie and Fred's right to make these dona- tions. We just think that companies tak- ing on so much risk and debt, and backed by taxpayers, ought to be more transparent in what they tell the world. The time for the political system to fo- cus on Fannie and Fred isn't when we have a housing crisis; by then it'll be too late. The time to make them come clean is now. 6-,-) L6�. CITY OF LA QUINTA Investment Policy Table of Contents Section Topic Page 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 Vil Conflict of Interest 7 VIII Authorized Financial Dealers and Institutions 7 ► Broker/Dealers ► Financial Institutions IX Authorized Investments and Limitations 8 Investment Pools 12 XI Safekeeping and Custody 13 XII Interest Earning Distribution Policy 13 XIII Internal Controls and Independent Auditors 14 XIV Benchmark 15 XV Reporting Standards 15 XVI Investment of Bond Proceeds 16 XVII Investment Advisory Board - City of La Quinta 17 XVIII Investment Policy Adoption 17 Appendices: A. Summary of Authorized Investments and Limitations 18 B. Municipal Code Ordinance 2.70 - Investment Advisory Board 19 C. Municipal Code Ordinance 3.08 - Investment of Moneys and Funds 20 D. Segregation of Major Investment Responsibilities 22 E. Listing of Approved Financial Institutions 23 F. Broker/Dealer Questionnaire and Certification 24 G. Investment Pool Questionnaire 29 H. Glossary 33 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 2 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 or dollar limitations 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. Collateralization 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 Collateralization 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 P.O. Box 1504 78-495 CALLE TAMPICO LA QUINTA, CALIFORNIA 92253 City of La Quinta Statement of Investment Policy July 1, 2001 through June 30, 2002 Scheduled for Adoption by the City Council on June 19, 2001 I GENERAL PURPOSE (760) 7 7 7 - 7 0 0 0 FAX (760) 777-7101 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 ► Special Revenue ► Capital Projects ► Debt Service ► Internal Service ► Trust and Agency ► Any new fund types and fund(s) that may be created. El 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: 10. 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 01 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; 00. 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 C 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. 10. 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. VI11 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: 10. Current audited financial statements ► Proof of National Association of Security Dealers Certification ► Trading resolution ► Proof of California registration ► Resume of Financial broker ► Completion of the City of La Quinta Broker/Dealer questionnaire which 7 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 20% 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 and Government National Mortgage Association (GNMA) securities 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 and GNMA to 100% 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 $3 million per issuer. 9 • 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 (FHLMC) and Student Loan Marketing Association (SLMA) which are publicly owned. The City of La Quinta Investment Policy has a limitation of $5 million for FNMA, $5 million for FHLMC , and $3 million for SLMA. 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 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 270 days. This percentage may be increased to 30% if the dollar weighted average maturity does not exceed 31 days. 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's Investment Policy follows The Government Code with the following additional limitations: (1) maximum maturity per issue of 90 days and a (2) maximum of $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 be 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 10 0 2 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 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 90 days and the City limits such investments to 20% of the portfolio. Mortgage -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 11 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 Collateralization 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 1 10% collateralized 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. 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 12 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. 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 13 earnings and expenses to that particular fund. XI11 INTERNAL CONTROLS AND INDEPENDENT AUDITOR The City Treasurer shall establish a system of internal controls to accomplish the following objectives: ► 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. 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 14 i � � 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. 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. AB 943 requires that the December 31 St and June 301h Treasurers Reports be sent to the California Debt and Advisory Commission within sixty days of the end of 15 the quarter. 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 LAW 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. XVI INVESTMENT OF BOND PROCEEDS 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. 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 16 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 quarterly 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. AB 943 requires that the Investment Policies be sent to the California Debt and Investment Advisory Commission within sixty days of a change to the Investment Policy. 17 Appendix A E y E �! oF' c " N E O E c E O C _ < Ev'� ion o5 nt� o oU �U) 2 uUv o c u cZw�Yo r wLL a N wm M 0 `o o � E o v e N a ^ E E A E o .� w O � 44 r $ ie c o 1° v c e r cA - N E u� $° c E w c u vy Z. u o E o c c '° a o 2 i 2 p t C O._ c 0N°� u E a n� CO ppo n o u u EN n < �E A� i.A t:U I� i'u U ' no �8 v 8 v� �u �c �c o cn U E� o.5 N= N �.c �C u aim o -c a ie c c $ n C e E { $ �° u a c � 2•w o �ps ao N c { o o n U 0 A O) O $ N O V V1 C Y C O O� a V C 0 O Ea e o u g Ea ov c nO O c£ A o 00 o e a N$ c a N$ eyv° cE aU- E o 2 N E w u c �0 , o a $ v i' N 5 c Ew c o v o aNa aU n C� on o AEa° E Nu o c$ in C o a� oN� 'C 'cam O N wa ° N_ n u� C o o C a cE� f u v 'm ,a M Q�Q A oowEQ 0 o a $c w N O l Q oC cEo N 'F7 fv n ^ s 5� $ �'v z:.s c ? N c cinv Nc,2c c ,V ,2 E'cc �$e E��• N EA,_c� °�$ CO N N E 0.2 N Uono� o� N� F- &taV 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. 2.70.02013oard 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. 2.70.030Board functions. 1. 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. 2. The Board will report to the City Council after each meeting either in person or through correspondence at a regular City Council meeting. 19 o vI 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) 20 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, 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, 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 23 Appendix F BROKER/DEALER QUESTIONNAIRE AND CERTIFICATION 1. Name of Firm: 2. Address: 3. Telephone: ( ) ( ) 4. 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): v�� 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. 12. 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. Has a client ever claimed in writing that you 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 07 Do you 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? 18. What reports and transaction confirmations or any other research publications will the City receive? 26 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. Please list your NASD Registration Number 22. 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. Under penalties of perjury, the responses to this questionnaire are true and accurate to the best of my knowledge. 27 G%`1?9 Broker Representative Date_ Sales Date Title Manager and/or Managing Partner* Title 28 vQ 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?) d. How are gains/losses reported? Factored monthly or only when realized? W 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? SECURITY 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 method)? 30 0j '1 2 OPERA TIONS 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? 1 1 . 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? 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. 31 G_'1 3 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: Short-term 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. 33 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 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 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 Mortgage 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 notes are issued with maturities of less than one year and interest is paid at maturity. The Other federal agency issues are Small Business Administration notes (SBAs), Government National Mortgage Association 34 bonds are issued with various maturities and carry semi-annual coupons. Interest is calculated on a 360-day, 30-day month basis. 3. 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. 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 Exchange Commission (SEC) -registered securities broker -dealers, banks and a few unregulated firms. SECONDARY MARKET: A market made for the 36 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. purchase and sale of outstanding issues following 0A INVESTMENT ADVISORY BOARD Correspondence & Written Material Item A Meeting Date: March 13, 2002 TITLE: Month End Cash Report - February 2002 BACKGROUND: This cash report is not a complete Treasury Report (exclude petty cash, deferred compensation and fiscal agent balance, but would report in a timely fashion selected cash balances. RECOMMENDATION: Information item only. n M. Falconef, Finance Director 0 0 a a) N O O �U 0 n 00 J W O w ` o a) U IL O U) N N O 0) co M NO 0 M �-- (D N co r co IT C6 B co co R 0 (O O O (D� M O O O O O � cM M c i 1- 0)r c) c0 (O m I'- O O ON CO Cl) '- 000 0 V' O 0000 000 -q O- O O O O 00 co LO M 0 66 t0 (V �- M L O C400Nlnln0)0 (h (O 0 0 0 0- O N lo C) 0 0 0 0 O co cp LO CO N LO �0'q00 00 - LO co LO +O' 00 117 lO (�O a) d V V V r- cr0 � V V � I� 0 � cc co O c 0 M (O O � O O MO C O c0 O) N D) - O I- O V C6 MO -V O O O O O ENV (O(O V V v a o Q N In N co N In N N to O CD O N N co M CC) N co O) N O N N O N a? N O � � (0 M LO N O >' lL U J - r- Lo � U 0 0 CC) N. 0 r 0) N O N C:r a) c CO 0 O co O co O co O) LL N O 0 CDOO M Cl) Cl) 2 (n (') (M M (�7 M U m (6 ll N I- � (Mo N CM O co co M (O COD co 00 O0 (n O) Q) N M O) (O O (O 0) (O O `YU c0 N O N — I- LO 0) NO cV LOOR 00 co CO O O O I- (M .-- Cl) t- 0 L6 U N L - p) N O - c7 O (O O (0 ' M V' tC) O coO N OL'i co I" M Cl) V' cM V U cam•- CO v rn 0 rn �� Cl) rn rn (ro v� v� vi v of v co ui Lr N O � w N YyY N if) s � O 00 N sa M U CD N c N 00 O > E E �- � � L (() a) cl v Q w c N N N N N O (Q V O>> iq F� w co c0 C U a) m a) U m ,,,,, m p .N m c c N O c 0 c � c � � m o CL C 0 a U a)a)a)~ '° c CO ��Y m 0 `��° co a a) .0 a) `m w �L cQ� �w v UDF-f Q c m� ca V E E E E a) ai c c c aa) aa)) U. f `m R R 2 a) W L an.n-�UaU p c d w as > rn a > o > o a a) U o a) m a m a w �acnozo---)LL 0 a N V o O 0 O co O O O O 00 LO V] o 0 (:Y) Lo co O V N 0 0 0 O 0 0 N cp t(') Lr) N Cl) r-_ o O CO CO cp M N Lf) ('M 0 N N f0 a) aci as E C � a) c a) _a CO N a) 0 N Q .> O O O p a io C tl-- o U O p a) C a ++ ca 4_ C _ - _ N O 5 O a) C 'O N 01 _' E o �U `cn o� > f6 0 e� r c N n o_ Q a) o O aa)) a) C U to 0) Y 0) C C Y a) a) U) N O a) • _ E 0U)) a) H � 7 a�i~o(L) 7LEN U)> fA (1)$ Q•.r >,'O O •C a) O (L) a _ Y c Op a .Q a) lR 7 n1 w a a) a a) U a) •U N L O U C N y a) 16 a- m L 7 U ~ a -O CO U) F- U C >` a) L cL C C O 0-0 (L) O Q C O E O 0O EE M O o->.0 w aC a)m a) Loy o U C L a) 0 0 C C c m a) v a) >. m L o L a)Y E p.N C m U o a) L o'0 a)~ 3mr E Q wL �Y o f o� o m E m a �o E U a) Y $ O a)p 7 N U w 0 M O O m O .0 x f0 .E N N a U �y Qa a) L o Q' ` a L O c C > c 0) Ec o a � � N .� al U c 0 p lC �p to N N 0 U) E0 �a ld m.EC cL)a) O� Nam' 0) 0- 'O� °) E E Q' Q p a) 7 N U) 0 > L 7 U a O w Q a a7 0) 'n N N a) d O " C 1/1 U) N Co~ oo0 C O -p L C� N U C (m)` !- oaR "Q E -OO O m m oL EoaPaii LLE-mE��' c%jc coc FRB: H.15--Selected Interested Rat ... b-Only Daily Update --March 1, 2002 http://www.federalreserve.gov/Releases/Hl5/update/ Federal Reserve Statistical Bahasa K 15 Selected Interest Dates ( ail Release Date: March 1, 2002 Weekly release dates and announcements I Historical data I About Daily update Other formats: Screen reader I ASCII The weekly release is posted on Monday. Daily updates of the weekly release are posted Tuesday throu H.15 DAILY UPDATE: WEB RELEASE ONLY For immediate release SELECTED INTEREST RATES March 1, 2002 Yields in percent per annum 2002 2002 2002 2002 Feb Feb Feb Feb Instruments 25 26 27 28 Federal funds (effective) 1 2 3 1.80 1.77 1.76 1.83 Commercial paper 3 4 5 6 Nonfinancial 1-month 1.75 1.76 1.76 1.76 2-month 1.75 1.78 1.77 1.76 3-month 1.77 1.78 1.80 1.77 Financial 1-month 1.76 1.77 1.77 1.75 2-month 1.80 1.80 1.78 1.80 3-month 1.80 1.80 1.81 1.79 CDs (secondary market) 3 7 1-month 1.81 1.81 1.81 1.82 3-month 1.82 1.83 1.82 1.82 6-month 1.96 1.96 1.95 1.96 Eurodollar deposits (London) 3 8 1-month 1.75 1.78 1.78 1.78 3-month 1.81 1.80 1.82 1.82 6-month 1.94 1.94 1.97 1.94 Bank prime loan 2 3 9 4.75 4.75 4.75 4.75 Discount window borrowing 2 10 1.25 1.25 1.25 1.25 U.S. government securities Treasury bills (secondary market) 3 4 4-week 1.73 1.75 1.74 1.73 3-month 1.74 1.74 1.74 1.76 6-month 1.85 1.87 1.84 1.83 Treasury constant maturities 11 1-month 1.76 1.78 1.77 1.76 3-month 1.77 1.77 1.77 1.79 6-month 1.89 1.91 1.88 1.87 1-year 2.26 2.31 2.27 2.25 2-year 3.01 3.08 3.09 3.06 3-year 3.53 3.61 3.56 3.64 5-year 4.26 4.33 4.22 4.27 7-year 4.69 4.77 4.67 4.70 10-year 4.86 4.93 4.84 4.88 20-year 5.56 5.63 5.56 5.61 Treasury long-term average (25 years and above) 12 13 5.54 5.59 5.54 5.58 1 of 3 c� 3 03/04/2002 11:37 AM FRB: H.15--Selected Interested Rat ... b-Only Daily Update --March 1, 2002 http://www.federalreserve.gov/Releases/H 15/update/ Interest rate swaps 14 1-year 2-year 3-year 4-year 5-year 7-year 10-year 30-year Corporate bonds Moody's seasoned Aaa 15 Baa State & local bonds 16 Conventional mortgages 17 See overleaf for footnotes FOOTNOTES 2.48 2.47 2.46 2.48 3.39 3.40 3.41 3.43 4.07 4.06 4.07 4.08 4.51 4.51 4.51 4.50 4.83 4.82 4.82 4.80 5.24 5.24 5.24 5.20 5.57 5.57 5.59 5.54 6.04 6.03 6.05 6.01 6.49 6.54 6.50 6.52 7.84 7.89 7.84 7.86 5.07 1. The daily effective federal funds rate is a weighted average of rates on brokered trades. 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. An average of dealer offering rates on nationally traded certificates of deposit. 8. Bid rates for Eurodollar deposits collected around 9:30 a.m. Eastern time. 9. 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. 10. Rate for the Federal Reserve Bank of New York. 11. Yields on actively traded issues adjusted to constant maturities. Source: U.S. Treasury. 12. Based on the unweighted average of the bid yields for all Treasury fixed -coupon securities with remaining terms to maturity of 25 years and over. 13. A factor for adjusting the daily long-term average in order to estimate a 30-year rate can be found at http://www.treas.gov/domfin/statistics.htm. 14. International Swaps and Derivatives Association (ISDA) mid -market par swap rates. Rates are for a Fixed Rate Payer in return for receiving three month LIBOR, and are based on rates collected at 11:00 a.m. by Garban Intercapital plc and published on Reuters Page ISDAFIXI. Source: Reuters Limited. 15. Moody's Aaa rates through December 6, 2001 are averages of Aaa utility and Aaa industrial bond rates. As of December 7, 2001, these rates are averages of Aaa industrial bonds only. 16. Bond Buyer Index, general obligation, 20 years to maturity, mixed quality; Thursday quotations. 17. Contract interest rates on commitments for fixed-rate first mortgages. Source: FHLMC. 2 of 3 03/04/2002 11:37 AM FRB: H.15--Selected Interested Rat ... b-Only Daily Update --March 1, 2002 http://www.federalreserve.gov/Releases/HI5/update/ 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 1, 3 and 6 months and 1, 2, 3, 5, 7, 10 and 20 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. Weekly release dates and announcements I Historical data I About Daily update Other formats: Screen reader I ASCII Home I Statistical releases Accessibility To comment on this site, please fill out our feedback form. Last update: March 1, 2002 U. 'v J 3 of 3 03/04/2002 11:37 AM FRB:Commercial Paper Rates and Outstandings http://www.federalreserve.gov/Releases/CP/ Federal Reserve Release A ad Commercia Paper Release I About I OutstandI Historical discount rates I Historical outstandings Data as of March 1, 2002 Commercial Paper Rates and Outstandings Derived from data supplied by The Depository Trust Company Posted March 4, 2002 Yield curve Monev market basis 1 7 15 30 60 Days to Matun ty Fhand al — -- Nonfhandal ..... A2%P2 Percent 2.4 2.3 2.2 2.1 2.0 1.0 1.8 1.7 00 G.U" 6 1 of 3 03/04/2002 11:36 AM FRB:Commercial Paper Rates and Outstandings http://www.federalreserve.gov/Releases/CP/ Discount rate spread Thirtv-dav A2/P2 less AA nonfinancial commercial saner (daily) Old. \N 9 8 01 JAN 9 9 01 JAN OO 01 JAN01 01 JAN02 — A2/P2 spread, 5—day moving average Discount rate history Thirtv-dav commercial paper (dailv) f ■ti M _ . _ 2of3 Basis points 1.50 140 130 120 110 1 DD 90 80 70 60 50 40 30 20 10 I F4L Percent 8 7 6 5 4 3 2 1 O1JAN9 8 01JAN99 01JANOO O1JAN 01 01JAN02 01JAN03 Financial --- Nonfimnoial ••••• A2/P2 Outstandings Weekly (Wednesday), seasonally adjusted Billions of dollars Billions of dollars it V 03/04/2002 11:36 AM FRB:Commercial Paper Rates and Outstandings http://www.federalreserve.gov/Releases/CP/ 13C 12C 11C 9W 800 01 JAN98 Financial — -- Ncnfinand al 360 350 340 33[? 320 310 3DO 290 280 270 260 2,50 240 230 220 210 200 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. Commercial paper outstanding Commercial paper outstanding, miscellaneous cate ories Volume Statistics 2001:Q4 Release I About I Outstanding I Historical discount rates I Historical outstandings � Home I Statistical releases Accessibility To comment on this site, please fill out our feedback form. Last update: March 4, 2002 3 of 3 03/04/2002 11:36 AM LAIF Performance Report Page I of 2 Philip Ange fides State Treasurer Inside the state Treasurer's Office Local Agency Investment Fund LAW Performance Report Reporting Date: Effective Date: Quarter Yield: Daily: Year: Life: Quarter Ending 12/31/01 Apportionment Rate: Earnings Ratio: Fair Value Factor: Monthly Average For January: 02/27/02 02/27/02 3.02% 2.84% 3.76% 170 3.52% .00009644387381853 1.003787124 3.068% hap://www.treasurer.ca.gov/laif/perfonnance.htm 03/04/2002 LAIF Performance Report Page 2 of 2 Corporate B---I- 4. Commercial Paper 21.30 Bankers Acceptance 0.03% Time C 9.6,E 70 Pooled Money Investment Account Portfolio Composition $52.3 Billion 1/31/02 Reverses Loans _0.5!5% Treasuries 5.99% 12.85% CD'sJBN's 13.88% Adobe PDF version of LAIF Performance. iw Help with Adobe Acrobat PDF. ;ages ■ Treasuries )2% ❑ Mortgages ® Agencies ■ CD's)BN's ❑ Time Deposits ® Bankers Acceptances wgencies ■ Repo 32.00% ■ Commercial Paper Corporate Bonds o Loans ■ Reverses U10 http://www.treasurer.ca.gov/laif/performance.htm 03/04/2002 N N C 7 O cq J o o N C c UUmCU N O O Cl) cr Cl) Z O � o Z Q O OtLOti 000 N O M 04 ti CD 00 It t LO 40, ��- co ti O T- r 0 m •C N pt0r,: LC)T- CO N to M O M > d. nJ I N r- N ~CCOON04 00O �LoMMco N04 N Re co NN OLo,O� to000000 O' U Ul� T- O N M It co coc Q� NNt%- CONIctLOC 0 a0 � r-- � OD N-M MW) _ tiCr) MCOOo olf) �NNCO O�O M�(00000 O ON O ��M Cp� � �Lo00 �f`MCOU)r` m� �NIt OOO����N Re - ��-�Or- NI`COCD�Re 7cl) L O L F— cn N cc N CD N co m O c C L O Q ` O C - �iEr•d)vC � o•- a N j N cu U) W c`a�L amp m00 cnw000E- H L C d as z C CO N tC l`OC)00(O0O� CD C:) L6 0 W W CO N I` O6 �0 OOCO00c6w "aM CO�CDr' D L C O E O CL 0 tm 0'a M � -W C Z Z O 10 O w Z m w w w w .� z > � U n w W w> ..�Oa. cnQ 0Z=m E m -Jwwz 02z :Wpp c B U J= w Z� V� H Z W wZU�U���� F- W N ZQ�2ZiJ2 —OF- 0X wZ_OO5O�C�zw ZLu C�u..UUa-m0aw_Q C C O O co O F- oil INVESTMENT ADVISORY BOARD Meeting Date: TITLE: March 13, 2002 Correspondence & Written Material Item B LAIF Pooled Money Investment Annual Report, November and December Pooled Money Report BACKGROUND: The LAIF Pooled Money Investment Annual Report, November and December Pooled Money Report have been attached for the Board's review. RECOMMENDATION: Receive & File Jolhri M. Falconee, Finance Director FORTY-FIFTH ANNUAL REPORT FISCAL YEAR 2000/2001 POOLED MONEY INVESTMENT PHILIP ANGELIDES State Treasurer and Chairman Pooled Money Investment Board Executive Summary The Pooled Money Investment Board, created by the Legislature in 1955, is comprised of Philip Angelides, State Treasurer, as chairman; Kathleen Connell, State Controller; and B. Timothy Gage, Director of Finance. The purpose of the Board is to design an effective cash management and investment program, using all monies flowing through the Treasurer's bank accounts and keeping all available funds invested consistent with the goals of safety, liquidity and yield. The law restricts the Treasurer to investments in the following categories: U.S. government securities, securities of federally -sponsored agencies, domestic corporate bonds, interest -bearing time deposits in California banks and savings and loan associations, prime -rated commercial paper, repurchase and reverse repurchase agreements, security loans, banker's acceptances, negotiable certificates of deposit and loans to ' various bond funds. Subsequent sections of this report deal individually with the demand account and investment programs for which the Board has oversight responsibilities, and which the Treasurer directly administers. During the 2000/01 fiscal year, program earnings totaled $2.676 billion. Approximately $873 million of this amount was credited to units of local government as a result of their deposits in our investment pool. This level of voluntary participation, which averaged $14.397 billion, reflects the confidence they have in our investment management capabilities. The magnitude of these investment earnings provide a significant reduction in the tax burden that otherwise would have been imposed on the citizens of California. Chairman PHILIP ANGELIDES State Treasurer Member B. TIMOTHY GAGE Director of Finance ii Pooled Money Investment Board Members Member KATHLEEN CONNELL State Controller 1 Table of Contents Page OVERVIEW POOLED MONEY INVESTMENT BOARD Pooled Money Investment Board Executive Summary ........................................... i Pooled Money Investment Board Members........................................................ TheYear in Review............................................................................................................... 1 Investment Activity FY 1992 through 2001......................................................................... 1 2000/01 Investment Market Conditions................................................................................ 2 Pooled Money Investment Account Comparison of Average Daily Portfolio and Earnings FY 1992 through 2001............................................. 3 POOLED MONEY INVESTMENT ACCOUNT (PMIA).............................................. 4 TheYear in Review............................................................................................................... 4 DemandAccount Program..................................................................................................... 5 Rate Schedule for Banking Services..................................................................................... 6 Average Daily Balance in Demand Bank Accounts............................................................. 7 InvestmentProgram.............................................................................................................. 8 Schedule of Security Purchases - by Term............................................................................ Analysisof the PMIA Portfolio............................................................................................ 9 Dollar Amount of Interest -Bearing Time Deposits...............................................................10 PMIA Summary of Investments and Earnings...................................................................... I 1 Financial Community Coverage..........................................................................................13 SURPLUS MONEY INVESTMENT FUND SMIF TheYear in Review........................................................................................................... 15 Participation..........................................................................................................................15 Earningsfor 2000/01.............................................................................................................14 Resourcesof the SMIF..........................................................................................................16 LOCAL AGENCY INVESTMENT FUND (LAIF).........................................................17 TheYear in Review...............................................................................................................17 Participation................................................................................................ r .....................17 Earningsfor 2000/01.............................................................................................................17 Resourcesof the LAIF..........................................................................................................18 Appendix A - PMIA Summary of Investments and Earnings, 1957 through 2001 .............19 Note To PMIA Summary of Investments and Earnings ............................... 20 Appendix B - Historical PMIA Yields........................................................................21-29 1 The Year In Review Average Daily Portfolio ............................... $43,84014209719 Earnings....................................................... $2,676,158,235 Effective Yield ............................................. 6.10% 1 • :•: 5,169 Q51 5,721 5,12D 7,ICS 5ffl4 W 7,889 hrrtAdi�des FishYa sFn*gjwr30 $ ($Ind Kcw) $1M0 1992 19� 1994 Iff 19% M 1996 1999 a00D 2[bl Source: State Treasurer's Office, Division of Investment 2 2000/01 Investment Market Conditions To indicate prevailing market conditions during the 2000/01 fiscal year, the following table shows monthly money market rates, as computed from daily closing bid prices. The information was obtained from Federal Reserve Bulletins published by the Board of Governors, Federal Reserve System, and The Bureau of Public Debt. (Yield in Percent PerAYmwn) i y, (3 !� w�, x pi e,xx°.i a -; X iw ?�'*^`S+ nit#.`" , k4�\ea i a.� asks e°P Via. .y 2000 • I 5.% 6.54 • • • 1 • 8' • t• . 6.50 6.11 • I • • • 6.08 • • 6.17 i• bm• 601 • I • •/ •i 6.13 •, W••ff • • • 6.67 • 0/ • • DG/ir •i • /'0 5.83• 6.45 5.70 5.60 5.26 •• 5.21 5.51 5.62 5.00 4.81 4.77 /• I4.69 • 4.71 it5.31 4.45 4.81 4.89 I 4.30 4.43 / 4.80 3.91 4.47 / 88 3.98 4.42 •• 4.02 3.61 3.78 4.51 • 3.69 • 9P W° d w. � � �°� d�'r��,7k- r +�.:: 'fig 'sae � a� $ �'.wk a��. Note: 3 and 6 month Treasury Issues and 90 day Commercial Paper are quoted on a discount basis. 3 Pooled Money Investment Account Comparison of Earnings and Average Daily Portfolio Fiscal Years Ending June 30, 1992 through 2001 Earnings ($ In Millions) $3,000 2 676 $2,500 tr+1 iti',• 1999 a'.ijj, $2,000 1,788 1,672 1 482 1 519 $1,500 1,330 1 . $1,000 err d � r f i, $500 r f h f a gfJPf $ 0 w, 1992 1993 1994 1995 1996 1997 1998 1999 2000 2001 )urce: State Treasurer's Office, Division of Investment 4 Pooled Money Investment Account The Year In Review Source: State Treasurer's Office, Division of Investment Resources of the Pooled Money Investment Account averaged $44,260,140,719 per day during the fiscal year although the daily figures fluctuated widely with receipts and disbursements. High point for the year occurred June 27, 2001, when the total reached $57,242,259,235. Resources for the account were lowest on December 8, 2000, when balances totaled $38,807,371,213. A breakdown of an average day's resources during the fiscal year shows the following: $419.7 million in non -interest -bearing bank accounts; $39.522 billion in securities and General Fund Loans; and $4.318 billion in interest -bearing time deposits. On the closing day of the fiscal year, the following resources were on hand in the Pooled Money Investment Account: Demand bank account $ 735,639,664 Time bank account 4,865,145,000 Securities 49,627,613,483 Total Resources $55922893989147 5 Demand Account Program Investments of the PMIA are made from monies flowing through the Treasurer's demand (non -interest -bearing) bank accounts maintained in the seven banks that serve as State depositories. Currently, the seven depository banks are: Bank of America, California Bank & Trust, Union Bank of California, United California Bank, U.S. Bank, Wells Fargo Bonk and Westamerica Bank. A small portion of these funds must remain in the accounts as compensating balances which consist of (1) a balance for uncollected funds and (2) a balance for banking services. Uncollected funds represent the total dollar amount of checks deposited by the State for which the banks give immediate credit, but for which they do not receive good funds until these checks are presented to the banks on which they are drawn. The Pooled Money Investment Board allows the banks an average balance for uncollected funds equivalent to 1.3 calendar days on all checks deposited other than cashier's checks and checks under the presort of deposit system. Under the presort Qf deposit system, the major revenue collecting agencies sort their checks by the five State depository banks and then deposit them directly in the banks on which 'they are drawn, thus avoiding the need for providing bank balances for uncollected funds. The remaining checks are deposited under a contract whereby the depository bank receives bank balances equivalent to 1.345 calendar days for the amount of such deposits. The balances allowed for banking services represent compensation for handling 393 thousand deposits, 56.2 million checks deposited, 334 thousand dishonored checks, $694.9 million in currency deposited, $11.4 million in coin deposited, 112.1 million warrants and 29.7 thousand checks paid. All amounts in excess of these compensating balances are promptly invested by the Treasurer. Intensive and expert analysis of receipts and disbursement data is used daily to estimate the State's rapidly shifting cash position in order to determine exactly how much money is available for investment. This results in maximum earnings consistent with prudent management. R Compensating balances are determined by a formula, which accounts for the estimated volume of each service item as well as its unit cost. The rate schedule for the compensating balance formula is determined through annual negotiations with the State's depository banks and the cost for any particular service may be raised or lowered as conditions warrant. Adjustments for the difference between actual and estimated work- 6 load for any fiscal year are made in the following fiscal year. The PMIB made no changes in the rate schedule for banking services for the 2000/01 fiscal year. In addition to the rates shown below, the Board agreed to include the costs of account reconciliation and electronic funds transfer services within the compensating balance formula starting in the 1991/92 fiscal year. The costs for these two services are paid (with balances) on a lagged, actual basis when billed by each bank. The Board approved the following rate schedule for the 2000/01 fiscal year: Rate, Schedule For Banking Services 2000/01 Fiscal Year Encoded Checks Deposited "On Us" ......................................................... $ 0.04 "Other"........................................................... 0.05 Non Encoded Checks Deposited ......................... 0.09 Warrants Paid ..................................................... 0.01 ChecksNd......................................................... 0.1 Dishonored Checks .............................................. 2.75 Deposits............................................................... 1.20 Split Bajzs Deposits ............................................. 0.55 Coin Deposited ................................................... 11.Mper thousan Currencv Deposited ............................................. 1.05 per thousand Account Maintenance .......................................... 15.00 per month Daily Statements .................................................. 6.00 per statement Source: State Treasurer's Office, Division of Cash Management 7 Average Daily Balance In Demand Bank Accounts 2000/01 ($ In Thousands) Month Bank Balance Required for Ba%kin Services Bank Balance Required for Uncollected Funds Less Net Delayed Deposit Credit Bank Balance Prescribed by PMIB Actual Average Daily Bank Balance Jul-00 $178,457 $173,774 $3,912 $348,318 $340,056 Aug-00 175,858 179,760 5,585 350,033 356,490 Sep-00 159,223 238,287 7,148 390,362 407,957 Oct-00 163,084 156,970 5,882 314,173 406,499 Nov-00 172,538 194,217 7,292 359,463 360,566 Dec-00 174,833 231,566 8,913 397,486 351,634 Jan-01 161,287 252,589 11,365 402,511 494,691 Feb-01 208,955 268,696 62 477,589 344,507 Mar-01 '197,057 167,809 7,338 357,528 346,283 Apr-01 231,905 450,721 11,591 671,034 701,610 May-01 271,806 278,336 7,179 542,963 443,131 Jun-01 268,013 257,843 8,327 517,530 484,840 Weighted $196,698 Average $750,000 $650,000 $550,000 $450,000 $350,000 $250,000 $236.768 $7,090 $426.377 $419.720 Average Balance In Demand Bank Accounts 2000/01 ($ In Thousands) S. b E Prescribed by PMIB 0 Average Daily Source: State Treasurer's Office, Division of Cash Management 8 Investment Program Although the Pooled Money Investment Board designates how much shall be invested in interest -bearing time accounts in California banks and savings and loan associations, and in securities, it is the responsibility of the State Treasurer to administer the investment program on a day-to-day basis in line with overall Board policy. This entails a daily determination of amounts available for investment, or the need for liquidating securities to meet estimated warrant redemption requirements, while maintaining the approved compensating balance position. This means that the State Treasurer must continually adjust the estimates for receipts and disbursements to reflect current available information. i For the 2000/01 fiscal year, investments in time deposits ranged from $3,668,440,000 to $4,865,145,000 and averaged $4,317,935,890. There were 1,639 transactions totaling $19,680,865,000 during the year. Commercial banks, savings banks and credit unions receiving these State deposits must secure them with approved securities having a market value of at least 110 percent of the deposits or with approved promissory notes secured by mortgages or deeds of trust having a market value of at least 150 percent of the deposits. The same collateral requirements also apply to the State's demand accounts. At the end of fiscal year 2000/01, interest -bearing time deposits were held by 93 commercial banks, 17 credit unions and 14 savings banks throughout California. For the fiscal year, PMIA holdings in time deposits had an average yield of 5.82 percent. The amount of money designated by the Board for investment in securities varies dramatically throughout the year. Such designations are made at least monthly, and again, the State Treasurer handles the actual investments, determining the issue and maturity of authorized securities to be bought or sold in accordance with cash needs and both current and projected market conditions. During fiscal year 2000/01, there were 3,225 security purchase transactions and 3,025 security sales or redemption transactions, with a total investment activity of $290.5 billion. Total earnings for the Pooled Money Investment Account in fiscal year 2000/01 were $2,676,158,235. These earnings were credited as follows: General Fund $822,696,302 Fish and Game Preservation Fund $ 305,456 Surplus Money Investment Fund $974,657,023 Local Agency Investment Fund $873,410,95b Public Employee's Retirement Fund $ 2,791,247 State Teacher's Retirement Fund $ 2,297,257 Earnings consisted of $2,424,943,624 from security investments at an average 6.10 percent yield and $251,214,611 from time deposits at an average 5.82 percent yield. The overall return on investment was 6.10 percent. The portfolio holdings of the Pooled Money Investment Account for the 2000/01 fiscal year are illustrated in the following table: Source: State 'Treasurer's Office, Division of Investments Source: State Treasurer's Office, Division of Investments 10 $4,900,000 $4,600,000 $4,300,000 $4,000,000 $3.700,000 Dollar Amount Of Interest -Bearing Time nenncitc Rv Mnnth_F.nd Source: State Treasurer's Office, Division of Investments Surmjavy of Iravestnaents and Ewurtgs Fiscal Yeays &bing June 30,1992 through 2001 ($ In Thousands) ENVEgrNIENr IN SECURM ES . Ave)vge Daily F 7z ngs Fiscal Year Investment Ewzings Rate / ENVEgrNEMINUMEDEPOSM Average Daily F"niW Fiscal Year Investment bw*w Rate % 1991/92 20,322,527 1,259,654 8.01 1991/92 131,362 6,817 5.19 1992/93 21,499,605 1,013,606 6.20 1992/93 139,146 49977 3.58 1993194 24,322,849 1,068,915 4.71 1993/94 107,647 31700 3.44 1994/95 26,468,520 1,465,018 4.39 1994/95 217,522 12,218 5.62 1995/96 25,362,783 1,448,002 5.53 1995/96 351,060 19,416 5.53 1996/97 27,674,553 1,550,599 5.71 1996/97 419,648 22,376 5.33 1997/98 28,034,192 1,601,603 5.60 1997/98 1,076,268 57,452 5.34 1998/99 31,409,593 1,688,570 5.34 1998/99 1,928,600 93,095 4.83 1999/00 32,177,870 1,845,503 5.71 1999/00 Z820,736 152,310 5.40 2000/01 39,522,485 2,424,943 6.10 2000/01 4,317,9% 251,215 5.82 $45,000 $40,000 $,OW $30,000 M000 $IAOW MOW $10,000 Aveje DMy IrnesUmiits In ,equities ($ In Mhons) sqP %qAll�� ti Source: State Treasurer's Office, Division of Investments $5,OW $" $4,000 u5m $3,000 V15M $2,000 $1,500 $1,000 $500 $0 q1 1q Average Idly hweAnxints In lime Deposits ($ In IV�llia�) el ♦q ' '0 " C q "a do 12 Swrvmry of Iravestmer& mul &anings Fiscal Yecns DIingJune 30,1992 through 2001 ($ In 7houscm&) LOANS TO TBE CENERAL FUND AvenW Icy Earnings Fiscal Year Inveshne?d Rate % Fiscal Year TOTAL MESIMENIS Average Daily Investrreerd Earnings Rate(10 1991/92 1,002,544 63,005 6.28 1991/92 21,456,433 1,329,476 6.20 1992/93 1,412792 66,543 4.71 1992/93 23,051,543 1,085,126 4.71 1993/94 1,002,582 43,045 4.29 1993/94 25,433,078 1,115,660 4.39 1994M 116,081 5,338 4.60 1994/95 26,802,123 1,482,574 5.53 1995/96 909,353 51,602 5.67 1995/96 26,623,1% 1,519,020 5.71 1996✓97 169,868 9,468 5.57 1996/97 28,264,069 1,582,443 5.60 1997/98 234,052 13,327 5.69 1997/98 29,344,512 1,67Z382 5.70 1998/99 112,895 6,099 5.40 1998/99 33,451,088 1,787,764 5.34 1999/00 30,428 1,670 5.49 1999/00 35,029,034 1,999,483 5.71 2000✓01 - - - 2000/01 43,840,421 2,676,158 6.10 $MO $6m $400 $0 Lom To the General FWA ($ In M]Iions) `�Q�\Q� ,qq��a `���h ,���b ♦qQb�^ `qA^\q4 ,gg4\gq `ggq��0 �o��\�� Source: State Treasure's Office, Division of Investments. 13 Financial Community Coverage The following firms conducted investment transactions with the Statereasurer's Office during the 2000-01 Fiscal Year. A.G. Edwards and Sons, Inc. American Express Credit Corp American River Bank Antelope Valley Bank Asiana Bank Associates Corp North America Banc of America Securities Banc One Capital Markets, Inc. Bank of Canton of Californih Bank of Granada Hills Bank of Montreal Bank of Nova Scotia Bank of Petaluma Bank of Sacramento Bank of Santa Clara Bank of the Sierra Bank of the West Bank of Visalia Bank United Securities Corp Bay Area Bank Bay Bank Commerce Bear Stearns and Company Inc Borrego Springs Bank Broadway Federal Bank Business Bank California California Center Bank California ChoHung Bank California Credit Union California Federal Bank California Pacific Bank CalState 9 Credit Union Camarillo Community Bank Canadian Imperial Bank of Commerce Canyon National Bank Cathay Bank Central California Bank Cerritos Valley Bank Chapman Company China Trust Bank (USA) CitiGroup Securities Citizens Business Bank City National Bank Coast Commercial Bank CommerzBank Community Bank Community Bank of Central California Community Federal Credit Union Constitution Capital Corp. County Bank Courts & Records Federal Credit Union Credit Agricole Indosuez CS/First Boston Corp Cupertino National Bank Delta National Bank Deutsche Bank Donaldson, Lufkin and Jenrette Inc East West Federal Bank Eastern International Bank EBTEL Federal Credit Union El Dorado Savings Bank Eldorado Bank EuroBrokers Inc EverTrust Bank Fahnestock and Company Farmers & Merchants Bank of Central California Federal National Mortgage Association First Bank and Trust First Bank Beverly Hills First Bank San Luis Obispo First Fidelity Investment and Loan First United Bank FNB Central California Ford Motor Credit Corp Fuji Securities Inc Fullerton Community Bank Garvin GuyButler General Bank General Electric Capital Corp General Motors Acceptance Corp Golden Gate Bank Golden One Credit Union Goldman Sachs and Company Grand National Bank Racienda Bank Hanmi Bank Hawthorne Savings Bank Heller Financial Company Heritage Bank of Commerce Household Finance Corp HSBC Securities, Inc. Imperial Bank J.P. Morgan Chase Securities La Jolla Bank Lake Community Bank Lehman Brothers Holdings, Inc. Loop Capital Markets Los Robles Bank Malaga Bank Manufacturers Bank Marathon National Bank McDonald and Company Mechanics Bank Mellon First Business Bank Mercantile National Bank Merchants National Bank Merit Capital Associates, Inc. Meriwest Credit Union Merrill Lynch Capital Markets Mesirow Financial, Inc. Metro Commerce Bank Mid Peninsula Bank Mid State Bank Millennium Bank Mission Community Bank Mission Federal Credit Union Monterey Bay Bank Morgan Keegan and Company Morgan Stanley, Dean Witter & Company National Bank of the Redwoods Neighborhood National Bank North Island Federal Credit Union North State National Bank North Valley Bank Oak Valley Community Bank Oceanic Bank Omni Bank Operating Engineers Federal Credit Union Pacific Crest Bank Pacific State Bank Pacific Union Bank Pacific Western National Bank Paribus Corporation Peninsula Bank of Commerce PFF Bank and Trust Plumas Bank Preferred Bank Provident Central Credit Union Prudential Securities Pryor, McClendon, Counts and Company Quaker City Bank Redwood Credit Union Redwood Securities Group, Inc. River City Bank Sae Han Bank SAFE Credit Union Salomon Smith Barney San Jose National Bank San Luis Trust Bank Santa Barbara Bank and Trust Santa Clara Federal Credit Union Santel Federal Credit Union Sanwa Bank California Scripps Bank Sears Roebuck Acceptance Corp Securities America, Inc. SilverGate Bank Societe Generale South Bay Bank South Western Credit Union Spear, Leeds and Kellogg State Bank of India (California) Sunwest Bank Tehama Bank TransPacifc Bank Travis Credit Union Tri Counties Bank T t Bank U. Bank Union Bank of California Union Safe Deposit Bank United Commercial Bank United Security Bank US Bancorp Piper Jaffray Valencia Bank and Trust Valley Independent Bank Verdugo Banking Company Vining Sparks Warburg Dillon Read Washington Mutual Bank, FA Wells Fargo and Company WesCom Credit Union WestAmerica Bank Western Federal Credit Union Western State Bank Williams Capital Group Wilshire State Bank Xerox Federal Credit Union 14 Surplus Money Investment Fund The Surplus Money Investment Fund consists of the available cash of all special funds which do not have investment authority of their own; and all or a portion of the available cash of special funds having investment authority of their own, but which have elected to be included in the program. Cash balances in excess of needs in any of these participating funds are invested by the State Treasurer. The Pooled 94oney Investment Board is responsible for determining whether any cash balances of the participating funds are in excess of current needs and available for investment, or whether it is necessary to liquidate previous investments to meet current requirements. This determination is operationally performed by the State Controller's Office by means of a continuing review of the cash balances of the participating funds. As a result of these determinations, the State Controller prepares a document for the Pooled Money Investment Board's approval which authorizes the State Controller to increase or decrease the contribution balances of the applicable funds. All of the resources of the Surplus Money Investment Fund are invested through the Pooled Money Investment Account. Prior to the 1967/68 fiscal year, the Surplus Money Investment Fund was a separate investment program. In 1967, legislation was enacted (Chapter 505, Statutes 1967) which provided that money in the Surplus Money Investment Fund shall be invested through the Pooled Money Investment Account. This legislation further provided that the Surplus Money Investment Fund -would share in the interest earnings of the Pooled Money Investment Account. based on the ratio that the dollar -day contributions of the Surplus Money Investment Fund bear to the dollar -day investments of the Pooled Money Investment Account. This legislation increased the potential investment earnings for both programs, since their high and low resource periods tend to complement each other. Consequently, under normal market conditions, more long-term, higher yielding securities may be purchased. Earnings for 2000/01 Gross earnings totaled $974,657,023 for the 2000/01 fiscal year. This represents an earning rate 6.12 percent for this investment program. SMIF earnings are computed on a dollar -day basis to guarantee equitable distribution among all member funds. An apportionment of the earnings is made by the Controller twice yearly as of December 31 and June 30. 15 The Year in Review Source: State Treasurer's Office, Division of Cash Management Participation There were over one thousand special funds and accounts participating in the Surplus Money Investment Fund as of the last day of the fiscal year, June 30, 2001. Their combined deposits totaled $21,588,923,000. Large contributors as of June 30, 2001 were the: Department of Water Resources Electric Power Fund, $4,239,623,000; State Highway Fund, $1,192,124,000; California Housing Finance Fund, $916,729,000; School Facilities Fund 1998, $864,422,000; Public Buildings Construction Fund, $722,788,000; Unemployment Compensation Disability Fund, $544,085,000; California Infrastructure & Economic Development Bank Fund, $475,092,000; State Lottery Fund, $417,499,000; Special Deposit Fund, $413,947,000. 16 Monthly deposit balances are shown in the following table: Resources of the Surplus Money investment Fund 2000/01 Fiscal Year (Month -End Balances) $21,500,000 $19,000,000 $16,500,000 $14,000,000 Source: State Controller's Office, Report of Cash Assets of All Funds in The State Treasury 17 Local Agency Investment Fund The Local Agency Investment Fund was established by Chapter 730, Statutes of 1976. This fund enables local governmental agencies or trustees to remit money not required for immediate needs to the State Treasurer for the purpose of investment. In order to derive the maximum rate of return possible, the State Treasurer has elected to invest these monies with State monies as a part of the Pooled Money Investment Account. Each participating agency determines the length of time its money will be on deposit with the State Treasurer with the exception of bond proceeds, which must remain for a minimum of 30 days. At the end of each calendar quarter, all earnings derived from investments are distributed by the State Controller to the participating government agencies in proportion to each agency's respective amounts deposited in the Fund and the length of time such amounts remained therein. Prior to the distribution, the State's reasonable costs of administering this program are deducted from the earnings. Earnings for 2000/01 Gross earnings for fiscal year 2000/01 totaled $873,410,950. This represented a 6.07 percent yield for this investment program. Participation As of June 30, 2001, there were 2,928 participants in the Local Agency Investment Fund consisting of 54 counties, 468 cities, 1,896 special districts, 286 trustees and 224 bond accounts. Deposits in the fund averaged $14.397 billion for the year. The Year in Review, 0 Source: State Treasurer's Office, Division of Investments (LAIF) 18 The following table shows monthly resources of the Local Agency Investment Fund during the 2OOO/01 fiscal year. Resources of the Local Agency Investment Fund 2000/01 Fiscal Year (Month -End Balances) $18,000,000 $16,000,000 $14,000,000 $12.000,000 Source: State Treasurer's Office, Division of Investments (LAIF) Appendix A POOLED MONEY INVESTMENT ACCOUNT SUMMARY OF INVESTMENTS AND EARNINGS ($ In Thousands) t , jlift sob A y a rA.:,„ e �,3 �� F b, ALM 1957-58 $ 594,306 $ 16,421 2.76 1958-59 544,868 15,762 2.89 1959-60 614,835 21,045 3.42 1960-61 736,204 28,139 3.82 3.23 1961-62 867,144 26,521 3.06 3.19 1962-63 910,863 30,548 3.35 3.31 1963-64 896,535 32,519 3.63 3.46 1964-65 966,592 38,004 3.93 3.56 1965-66 1,083,347 47,761 4.41 3.68 3.48 1966-67 1,057,800 52,540 4.97 4.06 3.62 1967-68 1,1 17,717 56,566 5.06 4.40 3.85 1968-69 1,301,302 78,174 6.01 4.88 4.17 1969-70 1,216,414 84,781 6.97 5.48 4.52 1970-71 1,264,894 77,527 6.13 5.83 4.75 4.32 1971-72 1,397,464 68,350 4.89 5.81 4.93 4.35 1972-73 2,254,401 125,116 5.55 5.91 5.15 4.54 1973-74 2,594,629 232,780 8.97 6.50 5.69 4.94 1974-75 2,749,431 238,298 8.67 6.84 6.16 5.29 1975-76 3,209,143 204,303 6.37 6.89 6.36 5.46 1976-77 4,460,487 261,657 5.87 7.08 6.45 5.65 1977-78 6,843,940 458,625 6.70 7.31 6.61 5.87 1978-79 8,123,266 692,417 8.52 7.22 6.86 6.20 1979-80 8,285,941 873,469 10.54 7.60 7.22 6.64 1980-81 7,298,693 786,877 10.78 8.48 7.69 7.07 1981-82 5,234,524 631,968 12.07 9.72 8.40 7.54 1982-83 5,254,589 549,229 10.45 10.47 8.89 7.90 1983-84 7,094,849 738,462 10.41 10.85. 9.04 8.19 1984-85 11,903,660 1,275,503 10.72 10.891 9.24 8.44 1985-86 15,438,406 1,401,990 9.08 10.55 9.51 8.64 1986-87 19,167,196 1,425,047 7.43 9.62 9.67 8.81 1987-88 17,628,558 1,388,074 7.87 9.10 9.79 8.96 1988-89 17,496,405 1,516,767 8.67 8.75 9.80 8.94 1989-90 19,558,775 1,692,905 8.66 8.34 9.61 8.94 1990-91 20,754,895 1,663,140 8.01 8.13 9.34 9.05 1991-92 21,456,433 1,329,476 6.20 7.88 8.75 9.07 1992-93 23,051,543 1,085,126 4.71 7.25 8.18 8.94 1993-94 25,433,078 1,115,660 4.39 6.39 7.57 8.67 1994-95 26,802,123 1,482,574 5.53 5.77 7.05 8.33 1995-96 26,623,196 1,519,020 5.71 5.31 6.72 7.99 1996-97 28,264,069 1,582,443 5.60 5.19 6.53 7.56 1997-98 29,344,512 1,672,382 5.70 5.38 6.32 7.25 1998-99 33,451,088 1,787,765 5.34 5.58 5.98 6.91 1999-00 35,029,034 1,999,483 5.71 5.61 5.69 6.57 2000-01 43,840,421 2,676,158 , 6.10 5.69 5.50 6.38 Source: The average investment portfolio, earnings and annual earnings rate were taken from the published Annual Report of the Pooled Monev Investment Board for each fiscal year. Please see the following; note. 20 NOTE TO PMIA SUMMARY OF INVESTMENTS AND EARNINGS TABLE The Pooled Money Investment Board was established as an agency of State government by Chapter 1703, Statutes of 1955, and became operational in April 1956. The 1956-57 fiscal year was the first full year for the Pooled Money Investment Account (PMIA). In 1957-58, the Surplus Money Investment Fund (SMIF) and the Condemnation Deposits Fund (CDF) were placed under the administration of the PMIB. Separate investment portfolios were managed for these two funds for a number of years. SMIF operated this way until the 1967-68 fiscal year, when legislation allowed this fund to be invested as a part of the PMIA. the CDF continued as a separate investment portfolio until 1975, when it also was combined with the PMIA. In order to make data for the early years in the table comparable to the later years (1975-76 and after), the average daily investment and the annual earnings for both SMIF and CDF were combined with those for the PMIA. The earning rates for these early years were computed using these combined figures. 21 HISTORICAL PMIA YIELDS (Yield In Percent Per Annum) 22 HISTORICAL PNMHIA YIELDS (Continued) (Yield In Percent Per Annum) Jan-80 10.98 Feb-80 11.25 Mar-80 11.49 11.11 Apr-80 11.48 May-80 12.02 Jun-80 11.80 10.54 11.54 11.38 Jul-80 10.21 Aug-80 9.87 Sep-80 9.95 10.01 Oct-80 10.06 Nov-80 10.43 Dec-80 10.96 10.47 10.21 Jan-81 10.99 Feb-81 11.69 Mar-81 11.13 11.23 Apr-81 11.48 May-81, 12.18 Jun-81 11.44 10.78 11.68 11.69 Jul-81 12.35 Aug-81 12.84 Sep-81 12.06 12.40 Oct-81 12.40 Nov-81 11.89 Dec-81 11.48 11.91 12.19 Jan-82 11.68 Feb-82 12.04 Mar-82 11.84 11.82 Apr-82 11.77 May-82 12.27 Jun-82 11.99 12.07 11.99 11.93 Jul-82 12.24 Aug-82 11.91 Sep-82 11.15 11.74 Oct-82 11.11 Nov-82 10.70 Dec-82 10.40 1 1 10.71 1 1.1.26 23 HISTORICAL PNIIA YIELDS (Continued) (Yield In Percent Per Annum) r � �.. .�. #� �" + � <"F � �,ay t'' �B'`w +q��\ � � -0 �` ��\ ;.h Fit* h '. '� ideM°kia.. �+ ��.•.. # � ....�... �{ 4 E Feb-83i / '' Nlar-831� / • ♦ ' ' / • ' / 10.20 I 10.04 • 1 8 10.16 • / / 10.15 I 8, 10.31 • 1 / I / , 10.38 1 .32 ♦ i ' ' • / 8, / , I 11.36 ♦ , , 11.56 • / / I 11.60 11.53 1 / , ' • ; ' Jan-85 8 • t / ' • / 10.12 10.32 ♦ 1 / .03 JUI-85 9.66 ♦ ' ' .42 ♦ ' ' / • .54 • , ' 1 / • .49 / • , , , 9.50 24 HISTORICAL PMIA YIELDS (Continued) (Yield In Percent Per Annum) @;.ya," y"kk^, t VY tI ":;.�• " .nf 'ie,, �''A ty y$ t t t ` t' :"aG N _ '� k" k 2 : W: - X Gt Jan-86 9.25 Feb-86 9.09 Mar-86 8.06 9.09 Apr-86 8.62 May-86 8.37 Jun-86 8.23 9.08 8.39 8.70 Jul-86 8.14 Aug-86 7.84 Sep-86 7.51 7.81 Oct-86 7.59 Nov-86 7.43 Dec-86 7.44 7.48 7.65 Jan-87 7.37 Feb-87 7.16 Mar-87 7.21 7.24 Apr-87 7.04 May-87 7.29 Jun-87 7.29 7.44 7.21 7.23 Jul-87 7.46 Aug-87 7.56 Sep-87 7.71 7.54 Oct-87 7.83 Nov-87 8.12 Dec-87 8.07 7.97 7.80 Jan-88 8.08 Feb-88 8.05 Mar-88 7.95 8.01 Apr-88 7.94 May-88 7.82 Jun-88 7.93 7.87 7.87 7.95 Jul-88 8.09 Aug-88 8.25 Sep-88 8.34 8.20 Oct-88 8.40 Nov-88 8.47 Dec-88 8.56 1 1 8.45 1 8.34 25 HISTORICAL PNIIA YIELDS (Continued) (Yield In Percent Per Annum) Jan-89 8.70 Feb-89 8.77 Mar-89 8.87 8.76 Apr-89 8.99 May-89 9.23 Jun-89 9.20 8.67 9.13 8.97 Jul-89 9.06 Aug-89 8.83 Sep-89 8.80 8.87 Oct-89 8.77 Nov-89 8.69 Dec-89 8.65 8.68 8.78 Jan-90 8.57 Feb-90 8.54 Mar-90 8.51 8.52 Apr-90 8.50 May-90 8.53 Jun-90 8.54 8.66 8.50 8.52 Jul-90 8.52 Aug-90 8.38 Sep-90 8.33 8.39 Oct -go 8.32 Nov-90 8.27 Dec-90 8.28 8.27 8.34 Jan-91 8.16 Feb-91 8.00 Mar-91 7.78 7.97 Apr-91 7.67 May-91 7.37 Jun-91 7.17 8.01 7.38 7.67 Jul-91 7.10 Aug-91 7.07 Sep-91 6.86 7.00 Oct-91 6.72 Nov-91 6.59 Dec-911 6.32 1 6.52 6.74 26 HISTORICAL PMIA YEELDS (Continued) (Yield In Percent Per Annum) �' � ry Jan-92 6.12 'y° ' ' `" A iF"Nti \ \ v • eV .Vd II N \ ;;. , ;ha Y „ta'R a 6 ,,"h:* 1 v WW 1R:ad wR 3'Fa t 1 ftl Feb-92 5.86 Mar-92 5.68 5.87 Apr-92 5.69 May-92 5.38 Jun-92 5.32 6.20 5.45 5.65 Jul-92 5.24 Aug-92 4.96 Sep-92 4.76 4.97 Oct-92 4.73 Nov-92 4.66 Dec-92 4.65 4.67 4.82 Jan-93 4.68 Feb-93 4.65 Mar-93 4.62 4.64 Apr-93 4.61 May-93 4.43 Jun-93 4.55 4.71 4.51 4.61 Jul-93 4.44 Aug-93 4.47 Sep-93 4.43 4.44 Oct-93 4.38 Nov-93 4.37 Dec-93 4.38 4.36 4.39 Jan-94 4.36 Feb-94 4.18 Mar-94 4.25 4.25 Apr-94 4.33 May-94 4.43 Jun-94 4.62 4.39 4.45 4.36 Jul-94 4.82 Aug-94 4.99 Sep-94 5.11 4.96 Oct-94 5.24 Nov-94 5.38 Dec-94 5.53 1 1 5.37 5.15 27 HISTORICAL PMIA YEELDS (Continued) (Yield In Percent Per Annum) xz x x it's "1 a� � ' ?""-S'9 N * `` , r NF+"We". 4 ,1.:a•.v,yt Will sirN 4•NL ** t•.; e w#h t:' n N 7 '*} t e e + v1 Ut ` `\tl�, \v +l i dd i n ���17��� d y A 1[p ry ; i a t � ■ Jan-95 5.61 Feb-95 5.78 Mar-95 5.93 5.76 Apr-95 5.96 May-95 6.01 Jun-95 6.00 5.53 5.98 5.87 Jul-95 5.97 Aug-95 - 5.91 Sep-95 5.83 5.89 Oct-95 5.78 Nov-95 5.81 Dec-95 5.75 5.76 5.83 Jan-% 5.70 Feb-96 5.64 Mar-% 5.56 5.62 Apr-% 5.54 May-% 5.50 Jun-96 5.55 5.71 5.52 5.56 Jul-% 5.59 Aug-96 5.57 Sep-% 5.60 5.57 Oct-96 5.60 Nov-% 5.60 Dec-% 5.57 5.58 5.57 Jan-97 5.58 Feb-97 5.58 Mar-97 5.58 5.56 Apr-97 5.61 May-97 5.63 Jun-97 5.67 5.59 5.63 5.59 Jul-97 5.68 Aug-97 5.69 Sep-97 5.71 5.68 Oct-97 5.71 Nov-97 5.72 Dec-971 5.74 1 5.71 5.69 HISTORICAL PMIA YIELDS (Continued) (Veld In Percent Per Annum) !@ 4 I , R Kpr mS..Y. :� �@{�k �! f�: �;5 5.74 1� p . "�( PA(7" 1V 1 i$: `� �C 1 .' 'a« rF� '{X n m.S.v>G)'i dNy�F'am1 ���p ;W� `:(� qa.��i . �4 T�^M12Y 3��kir" PS . • �i'�F )� ��.�1y P :L"if f�-. .ir 1 1 / , / 5.68 / • 1 1 / 1 1 5.67 Jun-9815.67 ' 5.66 5.67 Aug-98: • , ; 5.64 5.64 1 • 1 1 5.46 5.55 / • ' 1 ' 1 1 1 1 5.09 Jun-99I 5.09 15.18 A ' 1 1 5.22 • , 1 1 Oct-991 • ' 1 1 5.48 • 1 1 5. , 5.49 , Jan-00 5.76 • 1 I I 5.82 Nbr-00 / • / ' I • .01 • ' ' 6.19 I5.71 • . 5.99 29 HISTORICAL PMIA YIELDS (Continued) (Yield In Percent Per Annum) cr 1 m p /A� L Rl. �I�R^,�P.," l `4 A4 �`� M�,lY P 1 ,"nIM •` p y p a '; 'Y, \ 1 q '� � $,� y 1%.PCo DA i U 4.1 Jul-00 6.44 Aug-00 6.50 Sep-00 6.50 6.47 Oct-00 6.52 Nov-00 6.54 Dec-00 6.53 6.52 6.49 Jan-01 6.37 Feb-01 6.17 Mar-01 5.98 6.16 Apr-01 5.76 May-01 5.33 Jun-01 4.96 6.10 5.32 5.73 The State Treasurer's Office complies with the Americans With Disabilities Act (ADA). If you need additional information or assistance, please contact the State Treasurer's Pooled Money Investment Board at (916) 653-2917. Philip Aitigell* . As.xer << fixate n.tor �... . D .�.wy y d 4 . h riL November 2001 STATE OF CALIFORNIA STATE TREASURER'S OFFICE POOLED MONEY INVESTMENT BOARD REPORT NOVEMBER 2001 TABLE OF CONTENTS SUMMARY................................................................. 1 SELECTED INVESTMENT DATA .................................... 2 PORTFOLIO COMPOSITION ........................ • • • • • • • • • • • • • • • • 3 INVESTMENT TRANSACTIONS ..................................... 4 TIMEDEPOSITS........................................................ 17 BANK DEMAND DEPOSITS .......................................... 30 POOLED MONEY INVESTMENT BOARD DESIGNATION... 31 POOLED MONEY INVESTMENT ACCOUNT SUMMARY OF INVESTMENT DATA A COMPA RISON OF NOVEMBER 2001 WITH NOVEMBER 2000 (DOLLARS IN THOUSANDS) 11lOVEMBER 2001 NOVEMBEfi 2000 CWANGE Average Daily Portfolio 50,881,980 $ 40,593,203 +10,2889777 $ 147,472 $ 218,129 -70,657 Accrued, Earnings 3.526 6.538 -3.012 Effective Yield Average Life -Month End (In Days) 185 192 '7 Total Security Transactions 20,093,305 $ 2090469098 +479207 Amount 426 429 -3 Number Total Time Deposit Transactions $ 197279000 $ 1,415,000 +312,000 Amount 107 100 +7 Number Average Workday Investment Activity $ 1,148,437 $ 1,129,531 +18,906 Prescribed Demand Account Balances $ 554,994 $ 172,538 +382,456 For Services $ 146,011 $ 186,925 -409914 For Uncollected Funds 1 PHILIP ANGELIDES TREASURER STATE OF CALIFORNIA INVESTMENT DIVISION SELECTED INVESTMENT DATA ANALYSIS OF THE POOLED MONEY INVESTMENT ACCOUNT PORTFOLIO (000 OMITTED) November 30, 2001 DIFFERENCE IN PERCENT OF TYPE OF SECURITY ' OF PORTFOUO FROM Government AMOUNT PRIOR MONTH Bills $ 840,726 1.72 -2.53 Bonds 0 0.00 0.00 Notes 399189374 8.04 +.36, Strips 0 0.00 0.00 Total Government $ 4,759,100 9.76 -2.17 Federal Agency Coupons $ 54819412 10.63 +.88 Certificates of Deposit 5,825,135 11.95 +.23 Bank Notes 1,115,009 2.29 -.47 Bankers! Acceptances 0 0.00 0.00 Repurchases 0 0.00 0.00 Federal Agency Discount Notes 12,0741338 24.77 -1.01 Time Deposits 498669545 9.98 +.50 GNMAs Commercial Paper 868 0.00 0.00 FHLMC 9,726,857 19.96 +1.81 Corporate Bonds 81,820 0.02 0.00 Pooled Loans 2,379,715 4.88 +.28 GF Loans 2,805,384 5.76 -.05 Reversed Repurchases 0 0 0.00 0.00 0 0 Total (All Types) $ 48,743;183 100.00 0 INVESTMENT ACTIVITY NOVEMBER 2001 OCTOBER 2001 Pooled Money NUMBER AMOUNT NUMBER AM_ Other 426 $ 209093,305 586 $ 279612,579 Time Deposits 24 107 21,361 1,7270000 21 120 14,948 2,108,800 Totals 557 $ 21,841,666 727 $ 29,736,327 PMIA Monthly Average Effective Yield 3.526 3.785 Year to Date Yield Last Day of Month 4.149 4.301 K Commercial Paper 19.96% Time Der 9.989 Pooled Money Investment Account Portfolio Composition $48.7 Billion Loans Treasuries Corporate 5.76% 9.76% Rnnrla CD's/BN's 14.24% 3 11 /30/01 es B Treasuries B Mortgages ® Agencies ® CD's/BN's ■ Time Deposits 0 Bankers Acceptances Agencies ■ Repo 35.40% 0 Commercial Paper 0 Corporate Bonds ❑ Loans 0 Reverses 11/01/01 REDEMPTIONS CD STNRD CH 3.390% 11/01/01 3.390 $50,000 55 $258,958.33 3.437 CD STNRD CH 3.390% 11/01/01 3.390 50,000 55 258,958.33 3.437 CP SAFEWAY 11/01/01 2.750 40,000 1 3,055.56 2.788 CP GECC 11/01/01 3.390 50,000 66 310,750.00 3.458 CP GECC 11/01/01 3.390 50,000 66 310,750.00 3.458 CP GMAC 11/01/01 3.420 50,000 77 365,750.00 3.493 CP GMAC 11/01/01 3.420 50,000 77 365,750.00 3.493 CP BEAR 11/01/01 3.550 50,000 94 463,472.22 3.632 CP BEAR 11101 /01 3.550 50,000 94 463,472.22 3.632 CP BEAR 11/01/01 3.550 50,000 94 463,472.22 3.632 DISC NOTES FNMA 11/01/01 3.500 23,000 91 203,486.11 3.580 DISC NOTES FNMA 11/01/01 3.500 50,000 91 442,361.11 3.580 DISC NOTES FNMA 11/01/01 3.500 50,000 91 442,361.11 3.580 PURCHASES BN W/F 2.090% 02/01/02 2.090 50,000 BN W/F 2.090% 02/01 /02 2.090 50,000 CD U/B CALIF 2.070% 03/01/02 2.070 50,000 CD U/B CALIF 2.070% 03/01/02 2.070 50,000 CP BEAR 02/21 /02 2.090 20,000 CP SAFEWAY 11/02/01 2.750 30,000 CP BEAR 02/21/02 2.090 50,000 11/02/01 REDEMPTIONS CD HYPO 2.530% 11/02/01 2.530 50,000 35 122,986.11 2.565 CD HYPO 2.530% 11/02/01 2.530 50,000 35 122,986.11 2.565 CP SAFEWAY 11/02/01 2.750 30,000 1 2,291.67 2.788 CP HELLER 11/02/01 2.980 50,000 29 120,027.78 3.028 CP HELLER 11/02/01 2.980 50,000 29 120,027.78 3.028 DISC NOTES FNMA 11/02/01 6.090 40,000 353 2,388,633.33 6.566 NO PURCHASES 11/05/01 REDEMPTIONS CD STNRD CH 3.390% 11/05/01 3.390 50,000 59 277,791.67 3.437 CD STNRD CH 3.390% 11/05/01 3.390 50,000 59 277,791.67 3.437 CP HELLER 11/05/01 2.950 50,000 24 98,333.33 2.996 CP FMCC 11/05/01 3.380 50,000 77 361,472.22 3.451 CP FMCC 11/05/01 3.380 50,000 77 361,472.22 3.451 CP GMAC 11/05/01 3.420 50,000 81 384,750.00 3.494 CP GMAC 11/05/01 3.420 50,000 81 384,750.00 3.494 CP CAFCO 11/05/01 3.450 25,000 84 201,250.00 3.526 4 11/05/01 PURCHASES CD DEUTSCHE CD DEUTSCHE CD CR AGRIC CP AMER EXP CP CONAGRA 11/06/01 REDEMPTIONS CP AMER EXP CP HELLER PURCHASES CD HYPO 11/07/01 REDEMPTIONS DISC NOTES FNMA DISC NOTES FNMA PURCHASES CD TORONTO CD TORONTO CD TORONTO CD TORONTO CP GECC CP GECC CP GECC CP GECC CP GECC CP GECC CP COUNTRY CP COUNTRY CP SALOMON CP SALOMON CP SALOMON CP SALOMON CP GECC CP GECC CP GECC CP GECC CP COUNTRY CP COUNTRY CP BEAR CP BEAR CP CAMPBELL 2.030% 02/08/02 2.030 25,000 2.030% 02/08/02 2.030 50,000 2.030% 02/08/02 2.030 50,000 11/06/01 2.450 50,000 11/16/01 2.500 25,000 11/06/01 2.450 50,000 11/06/01 2.950 50,000 2.040% 02/08/02 2.040 50,000 1 3,402.78 2.484 25 102,430.56 2.997 11/07/01 5.000 50,000 307 2,131,944.44 11/07/01 5.000 50,000 307 2,131,944.44 2.000% 12/10/01 2.000 50,000 2.000% 12/10/01 2.000- 50,000 2.000% 12/10/01 2.000 50,000 2.000% 12/10/01 2.000 50,000 11 /08/01 1.980 50,000 11 /08/01 1.980 50,000 11 /08/01 1.980 50,000 11 /08/01 1.980 50,000 11 /08/01 1.980 50,000 11 /08/01 1.980 50,000 11/13/01 2.070 46,343 11/13/01 2.070 50,000 11/13/01 2.020 50,000 11/13/01 2.020 50,000 11/13/01 2.020 50,000 11/13/01 2.020 50,000 11/16/01 2.000 50,000 11/16/01 2.000 50,000 11/16/01 2.000 50,000 11/16/01 2.000 50,000 11 /21 /01 2.070 33,300 11 /21 /01 2.070 50,000 11 /27/01 2.000 50,000 11/27/01 2.000 50,000 01/29/02 2.050 25,000 5 5.295 5.295 11/08/01 REDEMPTIONS CP GECC 11/08/01 1.980 501000 1 2,750.00 2.007 CP GECC 11/08/01 1.980 50,000 1 2,750.00 2.007 CP GECC 11/08/01 1.980 50,000 1 2,750.00 2.007 CP GECC 11/08/01 1.980 50,000 1 2,750.00 2.007 CP GECC 11/08/01 1.980 50,000 1 2,750.00 2.007 CP GECC 11/08/01 1.980 50,000 1 2,750.00 2.007 CP GECC 11/08/01 2.470 50,000 34 116,638.89 2.510 CP GECC 11/08/01 2.470 50,000 34 116,638.89 2.510 CP GECC 11/08/01 2.470 50,000 34 116,638.89 2.510 DISC NOTES FNMA 11/08/01 4.850 48,850 304 2,000,678.89 5.127 DISC NOTES FNMA 11/08/01 5.780 50,000 331 2,657,194.44 6.189 DISC NOTES FNMA 11/08/01 5.780 50,000 332 2,665,222.22 6.190 DISC NOTES FNMA 11/08/01 5.780 50,000 332 2,665,222.22 6.190. PURCHASES CD ABN AMRO 1.880% 02121/02 1.870 50,000 CD ABN AMRO 1.880% 02/21/02 1.870 50,000 CD BAYER LNDS 1.880% 02/21/02 1.870 50,000 CD BAYER LNDS 1.880% 02/21/02 1.870 50,000 CD BNPARIS 1.875% 02/21/02 1.870 50,000 CD BNPARIS 1.875% 02/21/02 1.870 50,000 CD HYPO 1.810% 06/28/02 1.810 50,000 CD HYPO 1.810% 06/28/02 1.810 50,000 CP CAMPBELL 02/01/02 2.100 25,000 CP BEAR 02/28/02 1.820 50,000 CP GECC 03/01/02 1.810 50,000 CP GECC 03/01/02 1.810 50,000 CP GECC 03/04/02 1.810 50,000 CP GECC 03/04/02 1.810 50,000 CP CAMPBELL 03/11/02 2.010 25,000 DISC NOTES FNMA 06/03/02 1.780 50,000 11/09/01 REDEMPTIONS CP COUNTRY 11/09/01 2.500 40,000 30 83,333.33 2.540 CP COUNTRY 11/09/01 2.500 50,000 30 104,166.67 2.540 CP COUNTRY 11/09/01 2.500 50,000 30 104,166.67 2.540 CP GMAC 11/09/01 . 3.530 35,000 66 226,508.33 3.602 CP GMAC 11/09/01 3.530 50,000 66 323,583.33 3.602 CP NCAT 11/09/01 3.410 15,000 81 115,087.50 3.484 CP GMAC 11/09/01 3.410 50,000 84 397,833.33 3.485 CP GMAC 11/09/01 3.410 50,000 84 397,833.33 3.485 CP CRC 11/09/01 3.510 50,000 93 453,375.00 3.591 CP CRC 11/09/01 3.510 50,000 93 453,375.00 3.591 CP NCAT 11/09/01 3.520 50,000 95 464,444.44 3.602 CP NCAT 11/09/01 3.520 50,000 95 464,444.44 3.602 CP NCAT 11/09/01 3.520 50,000 95 464,444.44 3.602 6 11/09/01 REDEMPTIONS (continued) CP CRC 11/09/01 3.520 50,000 99 484,000.00 3.603 CP CRC 11/09/01 3.520 50,000 99 484,000.00. 3.603 DISC NOTES FNMA 11/09/01 5.740 151000 331 791,641.67 6.143 DISC NOTES FNMA 11/09/01 5.740 50,000 331 2,638,805.56 6.143 PURCHASES CP CONAGRA 01 /14/02 2.760 25,000 CP GMAC 02/08/02 2.880 50,000 DISC NOTES FHLMC 06/03/02 1.800 24,000 DISC NOTES FHLMC 06/03/02 1.800 50,000 DISC NOTES FHLMC 06/28/02 1.800 3,398 DISC NOTES FHLMC 06/28/02 1.800 50,000 11/13/01 REDEMPTIONS CP SALOMON 11/13/01 2.020 50,000 6 16,833.33 2.048 CP SALOMON 11/13/01 2.020 50,000 6 16,833.33 2.048 CP SALOMON 11/13/01 2.020 50,000 6 16,833.33 2.048 CP SALOMON 11/13/01 2.020 50,000 6 16,833.33 2.048 CP COUNTRY 11/13/01 2.070 46,343 6 15,988.34 2.099 CP COUNTRY 11/13/01 2.070 50,000 6 17,250.00 2.099 CP HELLER 11/13/01 2.900 25,000 29 58,402.78 2.947 CP HELLER 11/13/01 2.900 50,000 29 116,805.56 2.947 CP CAFCO 11/13/01 3.390 50,000 81 381,375.00 3.463 CP CAFCO 11/13/01 3.390 50,000 81. 381,375.00 3.463 CP GMAC 11/13/01 3.410 50,000 84 397,833.33 3.485 CP GMAC 11/13/01 3.410 50,000 84 397,833.33 3.485 CP SRAC 11/13/01 3.570 50,000 85 421,458.33 3.650 CP GMAC 11/13/01 3.410 50,000 88 416,777.78 3.486 CP GMAC 11/13/01 3.410 50,000 88 416,777.78 3.486 PURCHASES CD BAYER 1.980% 01/10/02 1.970 50,000 CD BAYER 1.980% 01/10/02 1.970 50,000 CD WASHINGTON 2.030% 02/13/02 2.010 50,000 CD CR AGRIC 1.890% 02/28/02 1.890 50,000 CD BN PARIS 1.890% 02/28/02 1.890 50,000 CD BN PARIS 1.890% 02/28/02 1.890 50,000 CP COUNTRY 11/14/01 2.100 28,602 CP COUNTRY 11 /14/01 2.100 50,000 CP MORG STAN 11 /19/01 1.990 50,000 CP SRAC 01/22/02 3.000 50,000 CP FCAR 02/13/02 1.860 50,000 CP FCAR 02/13/02 1.860 50,000 CP HOUSEHOLD 02/28/02 1.850 25,000 CP HOUSEHOLD 02/28/02 1.850 50,000 r7 11/13/01 PURCHASES (continued) CP AMER EXP 02/28/02 1.840 50,000 CP GMAC 03/04/02 2.880 50,000 CP GMAC 03/04/02 2.880 50,000 11/14/01 REDEMPTIONS CP COUNTRY 11/14/01 2.100 28,602 1 1,668.45 2.129 CP COUNTRY 11/14/01 2.100 50,000 1 2,916.67 2.129 CP GMAC 11/14/01 2.750 50,000 56 213,888.89 2.800 CP GMAC 11/14/01 2.750 50,000 56 213,888.89 2.800 PURCHASES CD WASHINGTON 2.020% 06/28/02 2.020 50,000 CD WASHINGTON 2.020% 06/28/02 2.020 50,000 CP COUNTRY 11/30/01, 2.110 50,000 CP COUNTRY 11/30/01 2.110 50,000 CP GECC - 03/29/02 1.900 50,000 CP GECC 03/29/02 1.900 50,000 11/15/01 REDEMPTIONS CD UBS 3.440% 11/15/01 3.435 50,000 93 443,693.18 3.482 CD UBS 3.440% 11/15/01 3.435 50,000 93 443,693.18 3.482 CD CR AGRIC 3.450% 11/15/01 3.450 50,000 93 445,625.00 3.497 CP AMER EXP 11/15/01 2.350 50,000 57 186,041.67 2.391 CP AMER EXP 11/15/01 2.350 50,000 57 186,041.67 2.391 CP JP MORGAN 11/15/01 3.400 50,000 93 439,166.67 3.477 CP JP MORGAN 11/15/01 3.400 50,000 93 439,166.67 3.477 PURCHASES CD UBS 2.010% 06/28/02 2.000 50,000 CD UBS 2.010% 06/28/02 2.000 50,000 CD WASHINGTON 2.140% 06/28/02 2.140 50,000 CD WASHINGTON 2.140% 06/28/02 2.140 50,000 CP NCAT 11/16/01 2.200 50,000 CP NCAT 11/16/01 2.200 50,000 CP COUNTRY 11/27/01 2.120 50,000 CP COUNTRY 11/27/01 2.120 50,000 CP COUNTRY 11/27/01 2.120 50,000 CP CONAGRA 12/03/01 2.210 20,000 CP GECC 03/08/02 1.980 50,000 CP GECC 03/08/02 1.980 50,000 CP GECC 03/11/02 1.980 50,000 CP GECC 03/11/02 1.980 50,000 DISC NOTES FHLMC 06/28/02 1.930 50,000 DISC NOTES FHLMC 06/28/02 1.930 50,000 8 11/20/01 REDEMPTIONS (continued) CD UB CALIF 3.420% 11/20/01 3.420 50,000 95 451,250.00 3.467 CD UB CALIF 3.420% 11/20/01 3.420 50,000 95 451,250.00 3.467 CID W/F 11/20/01 2.000 50,000 1 2,777.78 2.027 CID W/F 11/20/01 2.000 50,000 1 2,777.78 2.027 CID W/F 11/20/01 2.000 50,000 1 2,777.78 2.027 CID W/F 11/20/01 2.000 50,000 1 2,777.78 2.027 CID AMER EXP 11/20/01 3.390 50,000 88 414,333.33 3.465 CID AMER EXP 11/20/01 3.390 50,000 88 414,333.33 3.465 CID GMAC 11/20/01 3.410 50,000 91 430,986.11 3.487 CID SRAC 11/20/01 3.830 50,000 111 590,458.33 3.929 DISC NOTES FHLMC 11/20/01 2.480 50,000 57 196,333.33 2.524 DISC NOTES FHLMC 11/20/01 2.480 50,000 57 196,333.33 2.524 PURCHASES CID JP MORGAN 11/21/01 2.020 50,000 CID JP MORGAN 11/21/01 2.020 50,000 CID JP MORGAN 11/21/01 2.020 50,000 CID JP MORGAN 11/21/01 2.020 50,000 CP JP MORGAN 11/21/01 2.020 50,000 CID JP MORGAN 11/21/01 2.020 50,000 11/21/01 REDEMPTIONS CID JP MORGAN 11/21/01 2.020 50,000 1 2,805.56 2.048 CID JP MORGAN 11/21/01 2.020 50,000 1 2,805.56 2.048 CID JP MORGAN 11/21/01 2.020 50,000 1 2,805.56 2.048 CID JP MORGAN 11/21/01 2.020 50,000 1 2,805.56 2.048 CID JP MORGAN 11/21/01 2.020 50,000 1 2,805.56 2.048 CID JP MORGAN 11/21/01 2.020 50,000 1 2,805.56 2.048 CID COUNTRY 11/21/01 2.070 33,300 14 26,806.50 2.100 CID COUNTRY 11/21/01 2.070 50,000 14 40,250.00 2.100 NO PURCHASES 11/26/01 NO SALES PURCHASES CID GECC 12/04/01 2.060 50,000 CID GECC 12/04/01 2.060 50,000 CID GECC 12/04/01 2.060 50,000 CID GECC 12/04/01 2.060 50,000 CID GECC 12/04/01 2.060 50,000 CID GECC 12/04/01 2.060 50,000 CID SRAC 12/06/01 2.400 50,000 CID SALOMON 12/10/01 2.070 50,000 CID SALOMON 12/10/01 2.070 50,000 10 11/26/01 PURCHASES (continued) CP GECC 12/10/01 2.060 50,000 CID GECC 12/10/01 2.060 50,000 CID GECC 12/10/01 2.060 50,000 CID SALOMON 12/11/01 2.070 50,000 CID SALOMON 12/11/01 2.070 50,000 CID GECC 12111 /01 2.060 50,000 CID GECC 12/11/01 2.060 50,000 CID GECC 12/11/01 2.060 50,000. FNMA 3.125% 11/15/03 3.139 50,000 FNMA 3.125% 11/15/03 3.139 50,000 PURCHASE c/ TREAS BILLS 02/21/02 2.030 2,577 TREAS BILLS 02/21/02 2.000 2,577 TREAS BILLS 02/21/02 2.030 50,000 TREAS BILLS 02/21/02 2.030 50,000 TREAS BILLS 02/21/02 2.000 50,000 TREAS BILLS 02/21/02 2.000 50,000 11/27/01 REDEMPTIONS. CD WASHINGTON 3.480% 11/27/01 3.480 50,000 96 464,000.00 3.528 CID COUNTRY 11/27/01 2.120 50,000 12 35,333.33 2.150 CID COUNTRY 11/27/01 2.120 50,000 12 35,333.33 2.150 CID COUNTRY 11/27/01 2.120 50,000 12 35,333.33 2.150 CID BEAR 11/27/01 2.000 50,000 20 55,555.56 2.030 CID BEAR 11/27/01 2.000 50,000 20 55,555.56 2.030 CID AMER EXP 11/27/01 3.230 50,000 78 349,916.67 3.297 CID AMER EXP 11/27/01 3.230 50,000 78 349,916.67 3.297 CID FCAR 11/27/01 3.240 50,000 78 351,000.00 3.308 CID FCAR 11/27/01 3.240 50,000 78 351,000.00 3.308 CID CRC 11/27/01 3.400 50,000 91 429,722.22 3.477 CID CRC 11/27/01 3.400 50,000 91 429,722.22 3.477 SALE c/ TREAS BILLS 02/21/02 2.000 2,577' 1 139.56 2.027 TREAS BILLS 02/21/02 2.030 2,577 1 141.65 2.058 TREAS BILLS 02/21/02 2.000 50,000 1 2,708.00 2.027 TREAS BILLS 02/21/02 2.000 50,000 1 2,708.00 2.027 TREAS BILLS 02/21/02 2.030 50,000 1 2,748.62 2.058 TREAS BILLS 02/21/02 2.030 50,000 1 2,748.62 2.058 PURCHASES CID AMER EXP 12/06/01 2.060 50,000 CID GMAC 12/06/01 2.250 50,000 11 11/27/01 PURCHASES (continued) CID GMAC 12/06/01 2.250 50,000 CID GMAC 12/06/01 2.250 50,000 11/28/01 REDEMPTIONS BN US BANK 3.430% 11/28/01 3.130 50,000 92 438,277.78 3.477 BN US BANK 3.430% 11/28/01 3.130 50,000 92 438,277.78 3.477 BN US BANK 3.430% 11/28/01 3.430 50,000 92 438,277.78 3.477 BN US BANK 3.430% 11/28/01 3.430 50,000 92 438,277.78 3.477 BN BANC ONE 3.850% 11/28/01 3.850 50,000 182 973,194.44 3.903 BN BANC ONE 3.850% 11/28/01 3.850 50,000 182 973,194.44 3.903 BN BANC ONE 3.850% 11/28/01 3.F'50 50,000 182 973,194.44 3.903 BN BANC ONE 3.850% 11/28/01 3.850 50,000 182 973,194.44 3.903 CD CHASE 3.420% 11/28/01 3,410 50,000 93 440,469.61 3.457 CD CHASE 3.420% 11/28/01 3. ,x 10 50,000 93 440,469.61 3.457 CD CR AGRIC 3.800% 11/28/01 3."00 50,000 176 928,888.89 3.852 CD CR AGRIC 3.800% 11/28/01 3.300 50,000 176 928,888.89 3.852 CD DRESDNER 3.820% 11/28/01 3.310 50,000 182 963,131.10 3.862 CD DRESDNER 3.820% 11/28/01 3.810 50,000 182 963,131.10 3.862 CD DRESDNER 3.820% 11/28/01 3.810 50,000 182 963,131.10 3.862 CD DRESDNER 3.820% 11/28/01 3.810 50,000 182 963,131.10 3.862 CD MONTREAL 3.830% 11/28/01 3.S30 50,000 182 968,138.89 3.883 CD MONTREAL 3.830%- 11/28/01 3.730 50,000 182 968,138.89 3.883 CD SOC GEN 3.830% 11/28/01 3.930 50,000 182 968,138.89 3.883 CID HOUSEHOLD 11/28/01 3.,260 50,000 82 371,277.78 3.330 CID HOUSEHOLD 11/28/01 3.260 50,000 82 371,277.78 3.330 CID GECC 11/28/01 3 360 50,000 100 466,666.67 3.438 CID GECC 11/28/01' 3.350 50,000 100 466,666.67 3.438 CID GECC 11/28/01 3,.150 50,000 100 466,666.67 3.438 CID GECC 11/28/01 3.360 50,000 100 466,666.67 3.438 PURCHASES CD WASHINGTON 2.200% 06/28/02 2.200 50,000 CD WASHINGTON 2.200% 06/28/02 2.200 50,000 CID DFC 12/12/01 2.070 31,974 CP HOUSEHOLD 12/18/01 2.030 50,000 CID HOUSEHOLD 12/18/01 2.030 50,000 CID GECC 01/11/02 2.040 50,000 CID GECC 01/11/02 2.040 50,000 CID GECC 01/11/02 2.040 50,000 DISC NOTES FHLMC 02/28/02 1.890 20,000 DISC NOTES FHLMC 02/28/02 1.890 50,000 11/29/01 REDEMPTIONS CID BEAR 11/29/01 3.510 50,000 120 585,000.00 3.600 CID BEAR 11/29/01 3.510 50,000 120 585,000.00 3.600 12 11/29/01 REDEMPTIONS (continued) TREAS BILLS 11/29/01 4.603 50,000 282 1,802,645.83 4.840 TREAS BILLS 11/29/01 4.603 50,000 282 1,802,645.83 4.840 TREAS BILLS 11/29/01 4.590 50,000 286 1,823,250.00 4.829 TREAS BILLS 11/29/01 4.590 50,000 286 1,823,250.00 4.829 TREAS BILLS 11/29/01 4.555 50,000 289 1,828,326.39 4.793 TREAS BILLS 11/29/01 4.555 501000 289 1, 828, 326.39 4.793 TREAS BILLS 11/29/01 4.735 50,000 308 2,025,527.78 5.003 TREAS BILLS 11/29/01 4.735 50,000 308 2, 025, 527.78 5.003 TREAS BILLS 11/29/01 4.630 50,000 309 1,987,041.67 4.888 TREAS BILLS 11/29/01 4.630 50,000 309 1,987,041.67 4.888 TREAS BILLS 11/29/01 4.755 50,000 316 2,086,916.67 5.031 TREAS BILLS 11/29/01 4.755 50,000 316 2,086,916.67 5.031 TREAS BILLS 11/29/01 4.755 50,000 316 2,086,916.65 5.031 TREAS BILLS 11/29/01 4.755 50,000 316 2,086,916.65 5.031 TREAS BILLS 11/29/01 4.710 50,000 317 2,073,708.33 4.982 TREAS BILLS 11/29/01 4.710 50,000 317 2,073,708.33 4.982 TREAS BILLS 11/29/01 4.630 50,000 322 2,070,638.90 4.897 TREAS BILLS 11/29/01 4.630 50,000 322 2,070,638.90 4.897 TREAS BILLS 11/29/01 5.135 50,000 336 2,396,333.33 5.468 TREAS BILLS 11/29/01 5.135 50,000 336 2,396,333.33 5.468 TREAS BILLS 11/29/01 5.135 50,000 336 2,396,333.33 5.468 TREAS BILLS 11/29/01 5.135 50,000 336 '2,396,333.33 5.468 TREAS BILLS 11/29/01 5.455 50,000 351 2,659,312.50 5.841 TREAS BILLS 11/29/01 5.455 50,000 351 2,659,312.50 5.841 TREAS BILLS 11/29/01 5.613 50,000 364 2,837,430.56 6.032 TREAS BILLS 11/29/01 5.613 50,000 364 2,837,430.56 6.032 TREAS BILLS 11/29/01 5.615 50,000 364 2,838,694.44 6.035 TREAS BILLS 11/29/01 5.615 50,000 364. 2,838,694.44 6.035 PURCHASES CP COUNTRY 11/30/01 2.180 50,000 CP COUNTRY 11/30/01 2.180 50,000 CP SALOMON 11/30/01 2.070 50,000 CP SALOMON 11/30/01 2.070 50,000 CP SALOMON 11/30/01 2.070 50,000 CP SALOMON 11/30/01 2.070 50,000 CP SALOMON 11/30/01 2.180 50,000 CP GECC 12/03/01 2.000 50,000 CP GECC 12/03/01 2.000 50,000 CP SALOMON 12/03/01 2.080 50,000 CP SALOMON 12/03/01 2.080 50,000 CP GECC 12/04/01 2.030 50,000 CP GECC 12/04/01 2.030 50,000 CP GECC 12/06/01 2.030 50,000 CP GECC 12/06/01 2.030 50,000 CP SALOMON 12/06/01 2.070 50,000 CP SALOMON 12/06/01 2.070 50,000 13 11/29/01 PURCHASES (continued) CP SALOMON 12/06/01 2.070 50,000 CP SALOMON 12/06/01 2.070 50,000 PURCHASES c/ TREAS BILLS 05/02/02 2.080 40,000 TREAS NOTES 6.125% 12/31 /01 2.080 49,211 TREAS NOTES 6.125% 08/31 /02 2.080 11,295 11/30/01 REDEMPTIONS CD ANZ 3.580% 11/30/01 3.580 50,000 162 805,500.00 3.629 CD ANZ 3.580% 11/30/01 3.580 50,000 162 805,500.00 3.629 CD RABO 3.670% 11/30/01 3.670 50,000 169 861,430.56 3.720 CD RABO 3.670% 11/30/01 3.670 50,000 169 861,430.56 3.720 CD DRESDNER 3.820% 11/30/01 3.810 50,000 178 941,962.38 3.862 CD DRESDNER 3.820% 11/30/01 3.810 50,000 178 941,962.38 3.862 CD DRESDNER 3.820% 11/30/01 3.810 '50,000 178 941,962.38 3.862 CD DRESDNER 3.820% 11/30/01 3.810 50,000 178 941,962.38 3.862 CD DRESDNER 3.820% 11/30/01 3.810 50,000 178 941,962.38 3.862 CD DRESDNER 3.820% 11/30/01 3.810 50,000 178 941,962.38 3.862 CP SALOMON 11/30/01 2.070 50,000 1 2,875.00 2.098 CP COUNTRY 11/30/01 2.180 50,000 1 3,027.78 2.210 CP COUNTRY 11/30/01 2.180 50,000 1 3,027.78 2.210 CP SALOMON 11/30/01 2.070 50,000 1 2,875.00 2.098 CP SALOMON 11/30/01 2.070 50,000 1 2,875.00 2.098 CP SALOMON 11/30/01 2.070 50,000 1 2,875.00 2.098 CP COUNTRY 11/30/01 2.110 50,000 16 46,888.89 2.141 CP COUNTRY 11/30/01- 2.110 50,000 16 46,888.89 2.141 DISC NOTES FHLB 11/30/01 2.240 48,800 70 212,551.11 2.281 DISC NOTES FHLB 11/30/01 2.240 50,000 70 217,777.78 2.281 DISC NOTES FHLMC 11/30/01 2.250 50,000 70 218,750.00 2.291 DISC NOTES FHLMC 11/30/01 2.250 50,000 70 218,750.00 2.291 DISC NOTES FNMA 11/30/01 5.415 50,000 344 2,587,166.67 5.789 DISC NOTES FNMA 11/30/01 5.415 50,000 344 2,587,166.67 5.789 DISC NOTES FNMA 11/30/01 5.570 50,000 347 2,684,430.56 5.967 DISC NOTES FNMA 11/30/01 5.640 32,000 350 1,754,666.67 6.050 DISC NOTES FNMA 11/30/01 5.740 50,000 352 2,806,222.22 6.165 DISC NOTES FNMA 11/30/01 5.740 50,000 352 2,806,222.22 6.165 DISC NOTES FNMA 11/30/01 5.735 50,000 358 2,851,569.44 6.166 DISC NOTES FNMA 11/30/01 5.735 50,000 358 2,851,569.44 6.166 DISC NOTES FNMA 11/30/01 5.735 50,000 358 2,851,569.44 6.166 DISC NOTES FNMA 11/30/01 5.735 50,000 358 2,851,569.44 6.166 DISC NOTES FNMA 11/30/01 5.735 50,000 358 2,851,569.44 6.166 SALES c/ TREAS BILLS 05/02/02 2.080 40,000 1 2,244.55 2.108 14 11/30/01 SALES c/ (continued) TREAS NOTES TREAS NOTES PURCHASES CP NCAT CP SALOMON CP SALOMON CF SALOMON CP SALOMON CP GECC CP GECC CP GECC REMIC FHLMC FHLB FHLB 12/31 /01 2.080 49,211 08/31 /02 2.080 11,295 12/03/01 2.130 20,000 12/04/01 2.070 50,000 12/04/01 2.070 50.,000 12/06/01 2.070 50,000 12/06/01 2.070 50,000 12/11/01 2.020 50,000 12/11/01 2.020 50,000 12/11/01 2.020 50,000 5.000% 11 /15/31 4.601 31,610 3.000% 01/30/04 3.000 50,000 3.000% 01/30/04 3.000 50,000 15 1 2,865.89 2.108 1 667.33 2.108 a/ The abbreviations indicate the type of security purchased or sold; Le., (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 (FFC), Corporate Securities (CB), US Ship Financing Bonds (TITLE XI'S), International Bank of Redevelopment (IBRD), Tennessee Valley Authority (TVA), Medium Term Notes (MTN), Real Estate Mortgage Investment Conduit (REMIC). b/ Purchase or sold yield based on 360 day calculation for discount obligations and Repurchase Agreements. c/ Repurchase Agreement. d/ Par amount of securities purchased, sold or redeemed. e/ Securities were purchased and sold as of the same date. V Repurchase Agreement against Reverse Repurchase Agreement. MIL/ Outright purchase against Reverse Repurchase Agreement. h/ Security "SWAP" transactions. it Buy back agreement. RRS Reverse Repurchase Agreement. RRP Termination of Reverse Repurchase Agreement. 16 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT (_) DATE ALHAMBRA Grand National Bank 06/25/01 3.500 1,000,000.00 01/07/02 I Grand National Bank 07/13/01 3.560 2,000,000.00 01/09/02 4 Grand National Bank 11/27/01 2.060 3,000,000.00 05/17/02 Grand National Bank 05/17/01 3.700 3,000,000.00 05/17/02 Grand National Bank 07/13/01 3.520 3,095,000.00 07/12/02 Omni Bank 08/31/01 3.340 3,000,000.00 02/27/02 Omni Bank 10/25/01 2.190 1,300,000.00 04/23/02 Omni Bank 11/21/01 2.040 2,000,000.00 05/20/02 . Omni Bank 11/30/01 1.870 3,000,000.00 06/03/02 ARROYO GRANDE Mid -State Bank 06/21/01 3.510 5,000,000.00 12/18/01 Mid -State Bank 07/13/01 3.560 5,000,000.00 01/16/02 Mid -State Bank 08/15/01 3.400 5,000,000.00 02/14/02 Mid -State Bank 09/14/01 3.230 5,000,000.00 03/13/02 Mid -State Bank 10/15/01 2.250 5,000,000.00 _ 04/15/02 Mid -State Bank 11/20/01 2.040 5,000,000.00 05/17/02 BEVERLY HILLS City National Bank 06/05/01 3.650 25,000,000.00 12/03/01 City National Bank 08/20/01 3.380 25,000,000.00 02/15/02 City National Bank 09/05/01 3.330 40,000,000.00 03/07/02 City National Bank 04/16/01 4.170 25,000,000.00 04/16/02 BREA Jackson Federal Bank 07/26/01 3.560 10,000,000.00 01/22/02 Jackson Federal Bank 11/14/01 1.900 10,000,000.00 05/13/02 Pacific Western National Bank 11/20/01 2.060 1,000,000.00 05/20/02 CALABASAS First Bank of Beverly Hills FSB 11 /27101 2.040 10,000,000.00 02/27/02 CAMARILLO First'Califomia Bank 10/30/01 2.150 2,000,000.00 01/29/02 First California Bank 11/02/01 1.980 2,000,000.00 04/30/02 17 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT (;) DATE CHICO North State National Bank 09/07/01 3.400 1,000,000.00 12/07/01 North State National Bank 04/06/01 4.000 5,000,000.00 01/25/02 North State National Bank 11 /28/01 2.080 1,500,000.00 05/17/02 Tri Counties Bank 09/06/01 3.430 10,000,000.00 12/05/01 Tri Counties Bank 09/11 /01 3.300 10,000,000.00 12/10/01 Tri Counties Bank 09/18/01 2.700 10,000,000.00 12/17/01 . CHULA VISTA North Island Federal Credit Union 11/27/01 2.030 5,000,000.00 02/27/02 CITY OF INDUSTRY EverTrust Bank 06/15/01 3.560 6,000,000.00 12/12/01 EverTrust Bank 07/27/01 3.540 3,000,000.00 01/25/02 EverTrust Bank 07/18/01 3.600 - 3,000,000.00 01/25/02 CONCORD CA State 9 Credit Union 11 /19/01 1.960 10,000,000.00 02/19/02 DU_ Western State Bank 06/06/01 3.680 2,000,000.00 12/03/01 Western State Bank 08/14/01 3.420 1,000,000.00 02/25/02 Western State Bank 08/27/01 4.430 2,000,000.00 02/25/02 Westem State Bank 10/01/01 2.420 2,000,000.00 04/01/02 DUBLIN Operating Engineers FCU 09/12/01 3.280 10,000,000.00 12/11/01 Operating Engineers FCU 08/08/01 3.490 5,0000000.00 02/04/02 Operating Engineers FCU 10/11/01 2.230 5,000,000.00 04/09/02 EL CENTRO - Valley Independent Bank 08/14/01 3.420 7,500,000.00 02/14/02 Valley Independent Bank 10/31/01 2.040 20,000,000.00 04/30/02 EL SEGUNDO Hawthome Savings FSB 06/28/01 3.520 60,000,000.00 01/04/02 18 NAME EL SEGUNDO (continued) Xerox Federal Credit Union Xerox Federal Credit Union FR_ E. SNO United Security Bank United Security Bank United Security Bank FULLERTON Fullerton Community Bank Fullerton Community Bank GLENDALE Verdugo Banking Company GRANADA HILLS Bank of Granada Hills HUNTINGTON EACH First Bank and Trust First Bank and Trust First Bank and Trust INGLEWOOD Imperial Bank IRVINE Commercial Capital Bank LAKEPORT , Lakeport Community Bank TIME DEPOSITS DEPOSIT PAR MATURITY DATE YIELD AM_ O_ UN D_ 11 /13/01 09/04/01 10/05/01 07/31 /01 11 /15/01 07/18/01 11/19/01 07/05/01 09/18/01 08/27/01 09/11 /01 10/29/01 09/05/01 10/09/01 06/19/01 19 1.850 20,000,000.00 02/14/02 3.350 7,000,000.00 03/04/02 2.270 5,000,000.00 01/10/02 3.510 15,000,000.00 02/06/02 1.910 10,000,000.00 05/14/02 3.640 8,000,000.00 01/25/02 2.040 91000,000.00 05/17/02 3.660 51000,000.00 01/08/02 2.740 2,000,000.00 * 03/18/02 3.400 2,000,000.00 02/26/02 3.240 12,000,000.00 03/11/02 2.150 3,000,000.00 04/26/02 3.400 63,000,000.00 12/04/01 2.260 6,000,000.00 01/07/02 3.560 2,000,000.00 12/17/01 t TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT (Z) DATE LA JOLLA Silvergate Bank 09/14/01 3.310 3,500,000.00 12/13/01 Silvergate Bank 08/08/01 3.520 5,000,000.00 02/04/02 LODI Farmers & Merchant Bk Cen CA 07/05/01 3.650 10,000,000.00 01/11/02 - LOS ANGELES Broadway Federal Bank 07/09/01 3.610 2,500,000.00 01/08/02 Broadway Federal Bank 06/13/01 3.580 3,000,000.00 03/11/02 California Center Bank 10/02/01 2.410 10,000,000.00 01/03/02 California Chohung Bank 07/03/01 3.650 1,500,000.00 01/07/02 California Chohung Bank 07/18/01 3.630 1,000,000.00 01/14/02 California Chohung Bank 11/19/01 1.930 4,000,000.00 02/19/02 Cathay Bank 09/04/01 3.340 30,000,000.00 03/04/02 Cathay Bank 09/26/01 2.430 19,000,000.00 03/25/02 Cathay Bank 10/10/01 2.230 19,000,000.00 04/08/02 Cedars Bank 10/10/01 2.240 2,500,000:00 01/08/02 Cedars Bank 09/06/01 3.460 2,500,000.00 03/06/02 Cedars Bank 10/04/01 2.260 5,000,000.00 04/01/02 Eastern International Bank 06/12/01 3.650 1,000,000.00 12/10/01 Eastern international Bank 11/05/01 1.980 900,000.00 05/07/02 General Bank 06/28/01 3.630 25,000,000.00 12/10/01 General Bank 07/20/01 3.550 15,000,000.00 01/18/02 General Bank 07/30/01 3.540 20,000,000.00 01 /28/02 General Bank 08/07/01 3.490 15,000,000.00 02/08/02 General Bank 05/30/01 3.710 10,000,000.00 02/20/02 General Bank 05/22/01 3.800 20,000,000.00 02/20/02 General Bank 08/13/01 3.400 15,000,000.00 03/07/02 General Bank 06/14/01 3.570 20,000,000.00 03/18/02 Hanmi Bank 09/26/01 2.400 25,000,000.00 12/20/01 Hanmi Bank 10/15/01 2.270 25,000,000.00 01/14/02 Hanmi Bank 11/27/01 2.000 25,000,000.00 02/26/02 Manufacturers Bank 09/10/01 3.330 30,000,000.00 12/11/01 Manufacturers Bank 09/18/01 2.700 20,000,000.00 12/21/01 Manufacturers Bank 11 /01 /01 2.100 10,000,000.00 01 /31 /02 Marathon National Bank 08/06/01 3.510 2,000,000.00 02/04/02 Mellon First Business Bank 06/18/01 3.560 25,000,000.00 01/04/02 Mellon First Business Bank 07/18/01 3.610 25,000,000.00 02/01/02 Mellon First Business Bank 09/24/01 2.360 25,000,000.00 03/20/02 Mercantile National Bank 08/13/01 3.410 2,000,000.00 02/08/02 20 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT (_) DATE LOS ANGELES (continued) Nara Bank, NA 09/21/01 2.270 5,000,000.00 12/19/01 Nara Bank, NA 10/24/01 2.190 5,000,000.00 04/22/02 Pacific Union Bank 09/06/01 3.460 20,000,000.00 12/05/01 Pacific Union Bank 10/01/01 2.400 10,000,000.00 01/03/02 Preferred Bank 09/17/01 3.000 9,000,000.00 12/18/01 Preferred Bank 08/13/01 3.390 4,000,000.00 02/08/02 Preferred Bank 08/27/01 3.400 7,000,000.00 02/26/02 Preferred Bank 06/11/01 3.600 9,000,000.00 03/08/02 Preferred Bank 07/16/01 3.550 6,000,000.00 07/16/02 Sae Han Bank 10/15/01 2.270 3,000,000.00 01/15/02 Sae Han Bank 10/30/01 2.140 3,000,000.00 01/15/02 State Bank of India (Calif) 08/27/01 3.380 2,000,000.00 02/25/02 State Bank of India (Calif) 06/12/01 3.600 5,500,000.00 04/02/02 State Bank of India (Calif) 07/18/01 3.510 2,000,000.00 07/18/02 Western Federal Credit Union 10/24/01 2.190 25,000,000.00 - 04/22/02 Wilshire State Bank 08/31/01 3.340 4,000,000.00 02/27/02 Wilshire State Bank 11 /06/01 1.970 4,000,000.00 05/06/02 Wilshire State Bank 11 /15/01 1.910 2,000,000.00 05/14/02 Wilshire State Bank 07/13/01 3.540 4,000,000.00 07/12/02 ME- County Bank 03/09/01 4.500 10,000,000.00 12/07/01 County Bank 07/20/01 3.650 5,000,000.00 01/16/02 County Bank 10/17/01 2.260 5,000,000.00 04/15/02 MONTEREY PARK Trust Bank FSB 07/02/01 3.660 2,000,000.00 01/02/02 Trust Bank FSB 10/01/01 2.430 4,000,000.00 01/02/02 NATIONAL CITY t Neighborhood National Bank 11/21/01 1.990 2,000,000.00- 02/22/02 �- NORTH HIGHLANDS Safe Credit Union 07/16/01 3.600 5,000,000.00 01/14/02 Safe Credit Union 08/01/01 3.490 20,000,000.00 02/06/02 21 NAM OAKDALE TIME DEPOSITS DEPOSIT PAR MATURITY DATE YIELD AM(i) D_ Oak Valley Community Bank 09/05/01 3.380 500,000.00 03/22/02 Oak Valley Community Bank 03/23/01 4.140 1,500 ,000.00 03/22/02 Oak Valley Community Bank 10/10/01 2.210 2,500 ,000.00 04/08/02 Oak Valley Community Bank 06/05/01 3.640 1,500,000.00 06/05/02 OAKLAND Metropolitian Bank 09/24/01 2.390 1,000,000.00 1,000,000.00 03/25/02 04/29/02 Metropolitian Bank 10/31/01 11/29/01 2.100 1.960 1,000,000.00 05/28/02 Metropolitian Bank ONT RIO Citizens Business Bank 03/08/01 4.630 25,000,000.00 12/03/01 Citizens Business Bank 03/26/01 4.150 30,000,000.00 03/26/02 Citizens Business Bank 04/05/01 4.070 25,000,000.00 04/05/02 Citizens Business Bank 05/07/01 3.800 10,000,000.00 05/07/02 Citizens Business Bank 08/22/01 3.480 30,000,000.00 08/22/02 PALO ALTO Bank of Petaluma 06/19/01 3.570 12,000,000.00 12/17/01 Bank of Petaluma 08/06/01 3.520 1,000,000.00 02/25/02 Bank of Petaluma 06/05/01 3.660 2,500,000.00 02/25/02 Bank of Santa Clara 06/04/01 3.630 20,000,000.00 02/25/02 Bay Area Bank 07/25/01 3.570 5,000,000.00 01/14/02 Bay Area Bank 10/30/01 2.090 5,000,000.00 04/27/02 Bay Bank of Commerce 10/30/01 2.110 3.620 5,000,000.00 5,000,000.00 04/29/02 01/14/02 Coast Commercial Bank Coast Commercial Bank 07/16/01 06/11 /01 3.620 20,000,000.00 02/25/02 Cupertino National Bank 06/19/01 3.550 10,000,000.00 12/17/01 Cupertino National Bank 07/24/01 3.570 10,000,000.00 01/14/02 Cupertino National Bank 06/01 /01 3.610 20,000,000.00 02/25/02 Cupertino National Bank 10/30/01 2.090 35,000,000.00 04/29/02 Golden Gate Bank 06/01 /01 3.630 9,000,000.00 02/25/02 Mid -Peninsula Bank 06/01 /01 3.620 5,000,000.00 02/25/02 Mid -Peninsula Bank 09/14/01 3.000 10,000,000.00 03/13/02 Mid -Peninsula Bank 10/30/01 2.100 35,000,000.00 04/29/02 Peninsula Bank of Commerce 06/11 /01 3.600 15,000,000.00 02/25/02 22 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT (s) DATE PASADENA Community Bank 08/13/01 3.380 15,000,000.00 02/08/02 Community Bank 04/25/01 3.770 5,000,000.00 04/25/02 Community Bank 06/22/01 3.400 20,000,000.00 06/21/02 Community Bank 07/11/01 3.520 20,000,000.00 07/11/02 Wescom Credit Union 06/18/01 3.600 15,000,000.00 12/14/01 Wescom Credit Union 07/30/01 3.540 15,000,000.00 01/28/02 . Wescom Credit Union 10/09/01 2.270 25,000,000.00 04/08/02 Wescom Credit Union 11 /13/01 1.840 10,000,000.00 05/13/02 PLACERVILLE El Dorado Savings Bank 02/08/01 4.770 5,000,000.00 02/08/02 El Dorado Savings Bank 03/07/01 4.520 5,000,000.00 03/07/02 El Dorado Savings Bank 03/22/01 4.210 5,000,000.00 03/22/02 El Dorado Savings Bank 04/13/01 4.100 5,000,000.00 04/12/02 El Dorado Savings Bank 04/13/01 4.100 5,000,000.00 04/12/02 El Dorado Savings Bank 05/02/01 3.910 5,000,000.00 05/02/02 El Dorado Savings Bank 06/18/01 3.460 5,000,000.00 06/10/02 El Dorado Savings Bank 06/05/01 3.640 5,000,000.00 06/10/02 PO- PFF Bank and Trust 03/09/01 4.700 10,000,000.00 12/04/01 PFF Bank and Trust 08/28/01 3.420 8,000,000.00 02/28/02 PORTERVILLE Bank of the Sierra 10/23/01 2.240 10,000,000.00 01/23/02 UI CY Plumas Bank 05/23/01 3.800 2,000,000.00 02/20/02 RANCHO SANTA FE La Jolla Bank, FSB 09/24/01 2.360 10,000,000.00 02/01 /02 La Jolla Bank, FSB 06/06/01 3.620 10,000,000.00 03/01/02 La Jolla Bank, FSB 11 /20/01 2.060 15,000,000.00 05/23/02 La Jolla Bank, FSB 08/06/01 3.500 15,000,000.00 08/06/02 23 NAME RED BLUFF Tehama Bank REDDING North Valley Bank REDWOOD CITY Provident Central Credit Union RICHMOND Mechanics Bank Mechanics Bank Mechanics Bank Mechanics Bank Mechanics Bank Mechanics Bank Mechanics Bank Mechanics Bank SACRAMENTO_ American River Bank American River Bank American River Bank American River Bank American River Bank American River Bank Bank of Sacramento Bank of Sacramento, Bank of Sacramento Golden One Credit Union Golden One Credit Union Golden One Credit Union Golden One Credit Union Merchants National Bank Merchants National Bank River City Bank River City Bank River City Bank River City Bank TIME DEPOSITS DEPOSIT PAR DATE YIELD AMOUNT (S) MATURITY DBE 07/03/01 3.620 5,000,000.00 07/03/02 03/19/01 4.310 3,000,000.00 12/14/01 11 /01 /01 2.020 20,000,000.00 05/01 /02 03/07/01 4.520 10,000,000.00 03/07/02 04/06/01 4.000 10,000,000.00 04/05/02 04/25/01 3.790 10,000,000.00 04/25/02 05/07/01 3.870 10,000,000.00 05/07/02 06/12/01 3.560 10,000,000.00 06/12/02 07/11 /01 3.520 10,000,000.00 07/11 /02 08/13/01 3.490 10,000,000.00 08/13/02 1.0/12/01 2.380 10,000,000.00 10/15/02 10/15/01 2.270 1, 000, 000. 00 01 /11 /02 07/10/01 3.600 1,500,000.00 01/14/02 09/28/01 2.370 1,000,000.00 03/29/02 09/24/01 2.360 3,000,000.00 03/29/02 10/12/01 2.250 1,500,000.00 04/10/02 06/26/01 3.380 1,000,000.00 06/26/02 06/26/01 3.510 1,000,000.00 12/21 /01 11 /15/01 1.930 1,500,000.00 05/14/02 11 /29/01 1.960 2, 000, 000.00 05/28/02 06/08/01 3.610 10,000,000.00 12/05/01 03/23/01 4.120 20,000,000.00 03/22/02 04/25/01 3.770 10,000,000.00 04/25/02 06/08/01 3.600 10,000,000.00 06/07/02 10/19/01 2.210 2,000,000.00 04/17/02 07/23/01 3.460 2,000,000.00 07/23/02 07/03/01 3.660 2,000,000.00 01/07/02 10/29/01 2.190 3,000,000.00 01/28/02 11/26/01 1.970 2,000,000.00 02/26/02 10/04/01 2.330 4,000,000.00 04/01/02 24 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT (s) DATE SACRAMENTO (continued) Sanwa Bank of California 07/26/01 3.560 22,000,000.00 01/23/02 U.S. Bank 08/07/01 3.500 25,000,000.00 02/04/02 U.S. Bank 11 /20/01 2.000 25,000,000.00 02/19/02 U.S. Bank 08/07/01 3.550 25,000,000.00 05/06/02 Union Bank of California 09/21/01 2.230 100,000,000.00 12/19/01 Union Bank of California 10/19/01 2.210 50,000,000.00 04/17/02 Union Bank of California 10/29/01 2.100 100,000,000.00 04/17/02 Union Bank of California 11 /09/01 1.800 150,000,000.00 05/08/02 United California Bank 09/07/01 3.380 60,000,000.00 03/06/02 SAL_ Community Bk Central Calif 10/10/01 2.210 10,000,000.00 01/09/02 Community Bk Central Calif 10/25/01 2.170 5,000,000.00 04/23/02 Community Bk Central Calif 10/25/01 2.170 5,000,000.00 04/23/02 SAN BERNARDINO Business Bank of California 07/10/01 3.630 8,000,000.00 01/09/02 Business Bank of California 08/06/01 3.530 12,000,000.00 02/05/02 SAN DIEGO First United Bank 02/16/01 4.950 1,000,000.00 02/15/02 Mission Federal Credit Union 08/28/01 3.430 10,000,000.00 02/27/02 First Future Credit Union 09/04/01 3.320 5,000,000.00 03/01/02 First Future Credit Union 11/30/01 1.850 5,000,000.00 05/29/02 Santel Federal Credit Union 06/22/01 3.520 39000,000.00 12/19/01 SAN FRANCISCO America California Bank 07/30/01 3.570 1,500,000.00 01/28/02 America California Bank 10/31 /01 2.060 1,000,000.00 04/30/02 Bank of Canton California 06/15/01 3.570 20,000,000.00 12/12/01 Bank of Canton California 09/10/01 3.230 20,000,000.00 03/08/02 Bank of Canton California 11 /21 /01 2.050 10,000,000.00 05/22/02 Bank of Canton California 05/22/01 3.770 15,000,000.00 05/22/02 Bank of Canton California 07/16/01 3.550 25,000,000.00 07/16/02 Bank of Canton California 08/31/01 3.470 20,000,000.00 08/30/02 Bank of the West 07/06/01 3.650 34,000,000.00 01 /02/02 Bank of the West 07/09/01 3.600 50,000,000.00 01/08/02 Bank of the West 07/27/01 3.560 76,500,000.00 01 /24/02 25 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT (S) DATE SAN FRANCISCO (continued) Bank of the West 08/17/01 3.420 25,000,000.00 02/20/02 Bank of the West 08/02/01 3.560 25,000,000.00 02/20/02 Bank of the West 08/24/01 3.400 50,000,000.00 02/20/02 Bank of the West 10/15/01 2.260 50,000,000.00 04/15/02 Bank of the West 11/20/01 2.050 142,000,000.00 05/20/02 California Federal Bank 07/06/01 3.650 8,000,000.00 01/04/02 California Federal Bank 07/06/01 3.650 42,000,000.00 01/04/02 California Federal Bank 05/24/01 3.730 50,000,000.00 02/22/02 California Federal Bank 10/16/01 2.270 100,000,000.00 04/15/02 California Pacific Bank 03/19/01 4.300 1,000,000.00 12/14/01 Oceanic Bank 03/15/01 4.430 4,000,000.00 03/15/02 Trans Pacific National Bank 03/19/01 4.250 800,000.00 03/19/02 United Commercial Bank 03/20/01 4.320 25,000,000.00 12/14/01 United Commercial Bank 08/31/01 3.340 30,000,000.00 02/28/02 United Commercial Bank 04/04/01 4.160 30,000,000.00 04/04/02 United Commercial Bank 06/05/01 3.660 10,000,000.00 06/05/02 United Commercial Bank 07/31/01 3.480 40,000,000.00 07/31/02 SAN JOSE Comerica Bank 10/09/01 2.260 71,000-000.00 01/09/02 Commence Bank of California 10/30/01 2.170 183,000:000.00 02/08/02 Heritage Bank of Commerce 08/17/01 3.410 2,000,000.00 02/15/02 Medwest Credit Union 07/20/01 3.560 5,000,000.00 01/18/02 Merivvest Credit Union 08/10/01 3.490 5,000,000.00 02/06/02 Meriwest Credit Union 08/28/01 3.440 5,000,000.00 02/28/02 San Jose National Bank 04/30/01 3.870 10,000,000.00 04/30/02 San Jose National Bank 11/01/01 2.030 10,000,000.00 04/30/02 Santa Clara Co. Fed. C.U. 08/07/01 3.500 15,000,000.00 02/05/02 SAN LUIS First Bank of San Luis Obispo 03/19/01 4.310 5,000,000.00 12/14/01 Mission Community Bank 06/12/01 3.650 1,000,000.00 12/10/01 Mission Community Bank 09/10/01 3.250 1,000,000.00 03/08/02 Mission Community Bank 10/11/01 2.240 1,500,000.00 04/09/02 San Luis Trust Bank 10/10/01 2.230 1,350,000.00 01/08/02 San Luis Trust Bank 10/26/01 2.130 1,000,000.00 04/24/02 SAN MARINO East West Federal Bank 07/06/01 3.660 12,000,000.00 01/04/02 26 NAME INO (continued East West Federal Bank East West Federal Bank East West Federal Bank East West Federal Bank SAN RAFAEL Metro Commerce Bank Westamerica Bank Westamerica Bank Westamerica Bank Westamerica Bank Westamerica Bank SAN RAMON EBTEL Federal Credit Union EBTEL Federal Credit Union EBTEL Federal Credit Union EBTEL Federal Credit Union SANTA BARBARA FNB of Central California FNB of Central California FNB of Central California FNB of Central California FNB of Central California Santa Barbara Bank & Trust Santa Barbara Bank & Trust Santa Barbara Bank S Trust Santa Barbara Bank & Trust Santa Barbara Bank & Trust Santa Barbara Bank & Trust SANTA CLARITA Valencia Bank & Trust SANTA MARIA Hacienda Bank TIME DEPOSITS DEPOSIT PAR MATURITY DATE YIELD AMOUNT (s) DATE 06/04/01 3.590 30,000,000.00 01 /04/02 08/02/01 3.560 35,000,000.00 02/07/02 11 /16/01 1.900 38,000,000.00 05/15/02 11 /28/01 2.080 35,000,000.00 06/10/02 11 /28/01 2.070 1,800,000.00 05/30/02 09/20/01 2.250 25,000,000.00 12/19/01 10/11/01 2.240 50,000,000.00 01 /09/02 11 /04/01 1.840 50,000,000.00 02/07/02 07/18/01 3.510 25,000,000.00 07/18/02 07/30/01 3.490 50,000,000.00 07/30/02 06/22/01 3.520 750,000.00 12/19/01 07/06/01 3.670 1,000,000.00 01 /02/02 08/17/01 3.440 750,000.00 02/13/02 11 /14/01 1.880 1,000,000.00 02/14/02 07/23/01 3.570 5,0009000.00 01/25/02 07/09/01 3.590 10,000,000.00 01/25/02 09/12/01 3.220 10,000,000.00 03/11 /02 10/12/01 2.280 10,000,000.00 04/10/02 11 /30/01 1.860 10,000,000.00 06/03/02 07/06/01 3.650 30,000,000.00 01/25/02 07/27/01 3.560 6,000,000.00 02/08/02 07/27/01 3.560 10,000,000.00 02/08/02 10/01 /01 2.400 10,000,000.00 04/01 /02 11 /01 /01 2.000 10,000,000.00 05/01 /02 11 /30/01 1.850 20,000,000.00 06/03/02 09/17/01 3.000 4,000,000.00 03/19/02 09/11 /01 3.260 1,0000000.00 03/11 /02 27 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT (;) DATE SANTA ROSA National Bank of the Redwoods 07/31/01 3.510 5,000,000.00 01/28/02 National Bank of the Redwoods 10/29/01 2.140 10,000,000.00 04/26/02 Redwood Credit Union 07/09/01 3.610 8,000,000.00 12/28/01 Redwood Credit Union 11 /30/01 1.900 17,000,000.00 02/28/02 SONORA Central California Bank 09/04/01 3.410 1,000,000.00 12/03/01 STOCKTON Pacific State Bank 07/11 /01 3.620 1,000,000.00 01 /08/02 Pacific State Bank 10/12/01 2.260 1,000,000.00 04/10/02 Union Safe Deposit Bank 016/14/01 3.660 10,000,000.00 12/11/01 Union Safe Deposit Bank 07/16/01 3.640 5,000,000.00 01/23/02 Union Safe Deposit Bank 07/26/01 3.590 10,000,000.00 01/23/02 Union Safe Deposit Bank 08/07/01 3.520 10,000,000.00 02/14/02 Union Safe Deposit Bank 08/22/01 3.420 10,000,000.00 03/01/02 Union Safe Deposit Bank 10/11/01 2.270 10,000,000.00 04/11/02 Union Safe Deposit Bank 11/05/01 2.020 10,000,000.00 05/07/02 Washington Mutual Bank 03/14/01 4.500 30,000,000.00 12/10/01 Washington Mutual Bank 06/26/01 3.470 15,000,000.00 12/21/01 Washington Mutual Bank 10/26/01 2.160 30,000,000.00 01/24/02 Washington Mutual Bank 07/24/01 3.570 30,000,000.00 01/24/02 Washington Mutual Bank 11/28/01 2.000 30,000,000.00 02/19/02 Washington Mutual Bank 08/23/01 3.390 30,000,000.00 02/19/02 SUNNYVALE Asiana Bank 09/26/01 2.420 1,500,000.00 12/20/01 TORRANCE China Trust Bank (USA) 09/11 /01 3.300 5,000,000.00 12/14/01 China Trust Bank (USA) 09/06/01 3.480 20,000,000.00 12/14/01 China Trust Bank (USA) 10/19/01 2.240 5,000,000.00 01/18/02 China Trust Bank (USA) 10/19/01 2.240 25,000,000.00 01 /18/02 China Trust Bank (USA) 11/16/01 1.920 20,000,000.00 02/15/02 South Bay Bank 07/27/01 3.560 1,000,000.00 01/25/02 South Bay Bank 06/07/01 3.620 3,000,000.00 03/01 /02 South Bay Bank 09/06/01 3.430 5,000,000.00 03/15/02 South Bay Bank 11 /20/01 2.040 2,000,000.00 03/20/02 28 TIME DEPOSITS DEPOSIT NAME DATE TORRANCE (continued) South Bay Bank 11 /08/01 TUSTIN First Fidelity Investment & Loan 09/05/01 First Fidelity Investment & Loan 10/17/01 First Fidelity Investment & Loan 11/06/01 First Fidelity Investment & Loan 11/02/01 Sunwest Bank 09/07/01 Sunwest Bank 10/09/01 Sunwest Bank 10/17/01 Sunwest Bank 11/06/01 Sunwest Bank 11/01/01 VACAVILLE Travis Credit Union 11/30/01 WATSONVILLE Monterey Bay Bank 07/02/01 Monterey Bay Bank 09/20/01 WHITTIER Quaker City Bank 06/27/01 Quaker City Bank 07/12/01 Quaker City Bank 10/16/01 Quaker City Bank 04/06/01 Quaker City Bank 11/27/01 TOTAL TIME DEPOSITS NOVEMBER 2001 29 YIELD 1.780 3.460 2.240 2.030 2.070 3.390 2.230 2.230 2.020 2.080 PAR MATURITY AMOUNT (s) DATE 4,000,000.00 05/07/02 15, 000, 000.00 12/05/01 10,000,000.00 01/15/02. 6,000,000.00 02/07/02 9,000,000.00 02/07/02 1,000,000.00 12/07/01 3,500,000.00 01/09/02 2, 500, 000.00 01 /25/02 2,000,000.00 02/08/02 5,800,000.00 02/08/02 1.910 40,000,000.00 02/28/02 3.680 8,000,000.00 01/07/02 2.390 8,000,000.00 03/20/02 3.490 10, 000, 000.00 12/28/01 3.570 14,000,000.00 01/08/02 2.280 8,000,000.00 04/05/02 4.000 8,000,000.00 04/05/02 2.080 25,000,000.00 05/24/02 4,866,S459000.00 DAY OF MONTH 1 2 3 4 5 6 7 a 9 10 11 12 13 14 15 16 17 1a 19 20 21 22 23 24 25 26 27 28 29 30 BANK DEMAND DEPOSITS NOVEMBER 2001 (; in thousands) DAILY BALANCES BALANCES WARRANTS PER BANKS OUTSTANDING 4289534 ; 2,429,312 459,529 2,422,036 459,529 29422,036 459,529 2,4229036 567,521 2,2719013 563,355 1,058,766 1,0031196 2,03791" 7599926 210969136 934,081 2,818,219 934,081 2,8189219 9349081 29818,219 934,081 29818,219 7939651 296119258 491,160 2,403,385 511,484 293559573 8619346 391599016 861,346 3,159,016 861,346 39159,016 607,580 31005,362 659,292 2,810,056 302,049 298619241 302,049 29861,241 191869312 298619241 19186,312 2,8619241 1,1869312 298619241 7129338 295969696 876,731 2,8289114 399,929 3,0629707 494,634 2,886,278 7739560 3,432,267 AVERAGE DOLLAR DAYS ; 716,829 a/ a/ The prescribed bank balance for November was $701,005. This consisted of $554,994 in compensating balances for services, balances for uncollected funds of $151,163 and a deduction of $5,152 for November delayed deposit credit. 30 DESIGNATION BY POOLED MONEY INVESTMENT BOARD OF TREASURY POOLED MONEY INVESTMENTS AND DEPOSITS No. 1628 In accordance with sections 16480 through 16480.8 of the Government Code, the Pooled Money Investment Board, at its meeting on October 17, 2001, has determined and designated the amount of money available for deposit and investment under said sections. In accordance with sections 16480.1 and 16480.2 of the Government Code, it is the intent that the money available for deposit or investment be deposited in bank accounts and savings and loan associations or invested in securities in such a manner so as to realize the maximum return consistent with safe and prudent treasury management, and the Board does hereby designate the amount of money available for deposit in bank accounts, savings and loan associ- actions, and for investment in securities and the type of such deposits and investments as folk)ws: 1. In accordance with law, for deposit in demand bank accounts as Compensating Balance for Services $ 327,851,000 The active noninterest-bearing bank accounts designation constitutes a calendar month average balance. For purposes of computing the compensating balances, the Treasurer shall exclude from the daily balances any amounts contained therein as a result of nondelivery of securities purchased for "cash" for the Pooled Money Investment Account and shall adjust for any deposits not credited by the bank as of the date of deposit. The balances in such accounts may fall below the above amount provided that the balances computed by dividing the sum of daily balances of that calendar month by the number of days in the calendar month reasonably approximates that amount. The balances may exceed this amount during heavy collection periods or in anticipation of large impending warrant presentations to the Treasury, but the balances are to be maintained in such a manner as to realize the maximum return consistent with safe and prudent treasury management. 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 follows: ( 1) (2) (3) (4) (5) (6) (7) (8) (9) (10) From 10/15/2001 10/22/2001 10/29/2001 11 /05/2001 11 /12/2001 11 /19/2001 11/26/2001 12/03/2001 To Transactions 10/19/2001 10/26/2001 11 /02/2001 11 /09/2001 11/16/2001 11 /23/2001 11 /30/2001 12/07/2001 12/ 10/2001 12/ 14/2001 12/17/2001 12/21 /2001 $ (1,411,800,000) $ 879,500,000 $ (1,051,200,000) $ 1,583,600,000 $ 403,100,000 $ (1,490,000,000) $ (2,762,700,000) $ 494,000,000 $ 231,900,000 $ 3,771,000,000 _ In Securities (section 16430)* Time Deposits in Various Financial Institutions (sections 16503a and 16602)* $ 46,285,655,000 $ 4,852,545,000 $ 47,165,155,000 $ 4,852,545,000 $ 46,113,955,000 $ 4,852,545,000 $ 47,697,555,000 $ 4,852,545.000 $ 48,100,655,000 $ 4,852,545,000 $ 46,610,655,000 $ 4,852,545,000 $ 43,847,955,000 $ 4,852,545,000 $ 44,341,955,000 $ 4,852,545,000 $ 44,573,855,000 $ 4,852,545,000 $ 48,344,855,000 $ 4,852,545,000 Estimated Total $ $ $ 51,138,200,000 52,017,700,000 50,966,500.000 52, 550,100,000 52,953,200,000 51,463,200,000 48,700,500,000 49,194,500,000 49,426,400,000 53,197,400,000 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. Additional amounts available in treasury trust account and in the Treasury from time to time, in excess of the amounts and for the same types of investments as specifically designated above. Provided, that the availability of the amounts shown under paragraph 2 is subject to reduction in the amount by which the bank accounts under paragraph 1 would otherwise be reduced below the calendar month average balance of $ 327,851,000. POOLED MONEY INVESTMENT BOARD: Chairperson Member Dated: October 17, 2001 Corrected December 19, 2001 Government Code Member 31 DESIGNATION BY POOLED MONEY INVESTMENT BOARD OF TREASURY POOLED MONEY INVESTMENTS AND DEPOSITS No. 1629 In accordance with sections 16480 through 16480.8 of the Government Code, the Pooled Money Investment Board, at its meeting on November 21, 2001, has determined and designated the amount of money available for deposit and investment under said sections. In accordance with sections 16480.1 and 16480.2 of the Government Code, it is the intent that the money available for deposit or investment be deposited In bank accounts and savings and loan associations or invested in securities in such a manner so as to realize the maximum return consistent with safe and prudent treasury management, and the Board does hereby designate the amount of money available for deposit in bank accounts, savings and loan associ- actions, and for investment in securities and the type of such deposits and investments as follows: 1. In accordance with law, for deposit in demand bank accounts as Compensating Balance for Services $ 554,994,000 The active noninterest-bearing bank accounts designation constitutes a calendar month average balance. For purposes of computing the compensating balances, the Treasurer shall exclude from the daily balances any amounts contained therein as a result of nondelivery of securities purchased for "cash" for the Pooled Money Investment Account and shall adjust for any deposits not credited by the bank as of the date of deposit. The balances in such accounts may fall below the above amount provided that the balances computed by dividing the sum of daily balances of that calendar month by the number of days in the calendar month reasonably approximates that amount. The balances may exceed this amount during heavy collection periods or in anticipation of large Impending warrant presentations to the Treasury, but the balances are to be maintained in such a manner as to realize the maximum return consistent with safe and prudent treasury management. 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 follows: (1) (2) (3) From To Transactions 11/19/2001 11/23/2001 $ (1,490,000,000) 11/26/2001 11/30/2001 $ (2,762,700,000) Time Deposits in Various Financial Institutions In Securities (sections 16503a (section 16430)' and 16602)' $ 46,590,655,000 $ 4,872,545,000 $ 43,827,955,000 $ 4,872,545,000 12/03/2001 12/07=1 $ 494,000,000 $ 44,321,955,000 $ - 4,872,545,000 Estimated Total $ 51,463,200,000 $ 48,700,500,000 $ 49,194,500,000 (4) 12/10/2001 12/14/2001 $ 231,900,000 $ 44,553,855,000 $ 4,872,545,000 $ 49,426,400,000 (5) 12/17/2001 12/21/2001 $ 3,771,000,000 $ 48,324,855,000 $ 4,872,545,000 - $ 53,197,400,000 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. Additional amounts available in treasury trust account and in the Treasury from time to time, in excess of the amounts and for the same types of investments as specifically designated above. Provided, that the availability of the amounts shown under paragraph 2 is subject to reduction in the amount by which the bank accounts under paragraph 1 would otherwise be reduced below the calendar month average balance of $ 554,994,000. POOLED MONEY INVESTMENT BOARD: "tom Chairperson Member Dated: November 21, 2001 Corrected December 19, 2001 ' Govemment Code Vmber Philip Angelides December 2001 STATE OF CALIFORNIA STATE TREASURER'S OFFICE POOLED MONEY INVESTMENT BOARD REPORT DECEMBER 2001 TABLE OF CONTENTS SUMMARY................................................................. 1 SELECTED INVESTMENT DATA .................................... 2 PORTFOLIO COMPOSITION ........................................ 3 INVESTMENT TRANSACTIONS ..................................... 4 TIMEDEPOSITS........................................................ 18 BANK DEMAND DEPOSITS .......................................... 31 POOLED MONEY INVESTMENT BOARD DESIGNATION... 32 POOLED MONEY INVESTMENT ACCOUNT SUMMARY OF INVESTMENT DATA A COMPARISON OF DECEMBER 2001 WITH DECEMBER 2000 (DOLLARS IN THOUSANDS) 11100 1 DECEMbER 2000 ' GHAtJG� Average Daily Portfolio $ 48,332,244 $ 401,8259322 +7,5069922 Accrued Earnings $ 1339875 $ 2269605-929730 Effective Yield 3.261 6.535 -3.274 IAverage Life -Month End (In Days) 183 189 -6 I Total Security Transactions $ 2290849111 $ 24,808,298 -2,724,187 Amount 477 541 -64 Number Total Time Deposit Transactions $ 19563,750 $ 1,015,095 +5489655 Amount 113 110 +3 Number Average Workday Investment Activity $ 1,182,393 $ 192919170 -1089777 Prescribed Demand Account Balances $ 573,084 $ 174,833 +398,251 For Services For Uncollected Funds $ 217,067 $ Z22,653 �,586 1 PHILIP ANGELIDES TREASURER STATE OF CALIFORNIA INVESTMENT DIVISION SELECTED INVESTMENT DATA ANALYSIS OF THE POOLED MONEY INVESTMENT ACCOUNT PORTFOLIO (000 OMITTED) TYPE OF SECURITY Government Bills Bonds Notes Strips Total Government Federal Agency Coupons Certificates of Deposit Bank Notes Bankers' Acceptances Repurchases Federal Agency Discount Notes Time Deposits GNMAs Commercial Paper FHLMC Corporate Bonds Pooled Loans GF Loans Reversed Repurchases Total (All Types) December 31, 2001 DIFFERENCE PERCENT PERCENT OF PORTFOLIO IN OF FROM $ AMOUNT 191389076 PORjFOLM PRIOR 2.29 MONTH +.57 0 0.00 0.00 493189604 8.68 +.64 0 0.00 0.00 $ 594569680 10.97 +1.21 $ 59205,539 10.46 -.17 5,240,047 10.53 -1.42 191159009 2.24 -.05 179877 0.03 +0.03 0 0.00 0.00 10992990" 21.96 -2.81 590789795 10.20 +.22 859 0.00 0.00 1195119436 23.13 +3.17 8,621 0.02 0.00 2,5119685 5.05 +.17 29989,262 6.01 +.25 0 0.00 0.00 -3009375 -.60 +.60 $ 4997649479 100.00 0 INVESTMENT ACTIVITY DECEMBER 2001 NUMBER AMOUNT Pooled Money 477 $ 229084,111 Other 34 76,425 Time Deposits 113 1,563,750 Totals 624 $ 23,7249286 PMIA Monthly Average Effective Yield 3.261 Year to Date Yield Last Day of Month 4.005 K NOVEMBER 2001 NUMBERAMOUNT 426 $ 20,093,305 24 21,361 107 1,727,000 557 $ 219841,666 3.526 4.149 Pooled Money Investment Account Portfolio Composition $49.7 Billion Reverses Loans -0.60% Treasuries Corporate 6.01 % 10.97% Bonds Mortgages 5.05% 0.02% Commercial............. . . . Paper 23.13% Bankers Acceptances 0.03% Time Deposits 10.20% CD's/BN's 12.77% .41 12/31/01 8 Treasuries 8 Mortgages 0 Agencies 0 CD's/BN's ® Time Deposits 0 Bankers Acceptances ■ Repo 0 Commercial Paper 0 Corporate Bonds ❑ Loans Cl Reverses 12/03/01 REDEMPTIONS BN W/F 3.390% 12/03/01 3.390 $50,000 95 $447,291.67 3.437 BN W/F 3.390% 12/03/01 3.390 50,000 95 447,291.67 3.437 CD BN PARIS 2.180% 12/03/01 2.170 50,000 33 99,459.25 2.200 CD CS/FST BOSTON 3.410% 12/03/01 3.370 50,000 95 445,033.27 3.417 CD CS/FST BOSTON 3.410% 12/03/01 3.370 50,000 95 445,033.27 3.417 CD WASHINGTON 3.500% 12/03/01 3.500 30,000 97 282,916.67 3.548 CD WASHINGTON 3.500% 12/03/01 3.500 50,000 97 471,527.78 3.548 CD BN PARIS 3.520% 12/03/01 3.515 50,000 123 600,489.30 3.563 CD BN PARIS 3.520% 12/03/01 3.515 50,000 123 600,489.30 3.563 CD BAYER LNDS 3.520% 12/03/01 3.510 50,000 124 604,520.57 3.558 CD BAYER LNDS 3.520% 12/03/01 3.510 50,000 124 604,520.57 3.558 CD U/B CALIF 3.530% 12/03/01 3.530. 50,000 124 607,944.44 3.579 CD U/B CALIF 3.530% 12/03/01 3.530 50,000 124 607,944.44 3.579 CD HSBC 3.530% 12/03/01 3.530 50,000 124 607,944.44 3.579 CP NCAT 12/03/01 2.130 20,000 3 3,550.00 2.159 CP SALOMON 12/03/01 2.080 50,000 4 11,555.56 2.109 CP SALOMON 12/03/01 2.080 50,000 4 11,555.56 2.109 CP GECC 12/03/01 2.000 50,000 4 11,111.11 2.028 CP GECC 12/03/01 2.000 50,000 4 11,111.11 2.028 CP CONAGRA 12/03/01 2.210 20,000 18 22,100.00 2.243 CP CONAGRA 12/03/01 2.680 45,000 52 174,200.00 2.727 CP GMAC 12/03/01 3.470 50,000 87 419,291.67 3.547 CP GMAC 12/03/01 3.470 50,000 87 419,291.67 3.547 CP FMCC 12/03/01 3.500 50,000 124 602,777.78 3.591 CP FMCC 12/03/01 3.500 50,000 124 602,777.78 3.591 CP GECC 12/03/01 3.520 50,000 126 616,000.00 3.613 CP GECC 12/03/01 3.520 50,000 126 616,000.00 3.613 CP GECC 12/03/01 3.520 50,000 126 616,000.00 3.613 CP GECC 12/03/01 3.520 50,000 126 616,000.00 3.613 PURCHASES CP GECC 12/11/01 2.030 50,000 CP GECC 12/11/01 2.030 50,000 CP GECC 12/11/01 2.030 50,000 CP GECC 12/11/01 2.030 50,000 CP FMCC 12/11/01 2.200 50,000 CP FMCC 12/11/01 2.200 50,000 CP BEAR 12/18/01 2.020 15,000 CP BEAR 12/18/01 2.020 50,000 CP BEAR 12/18/01 2.020 50,000 CP. CONAGRA 01/14/02 2.760 35,000 PURCHASES c/ DISC NOTES FNMA 02/28/02 2.080 1,289 DISC NOTES FNMA 02/28/02 2.080 50,000 N 12/04/01 REDEMPTIONS CP SALOMON 12/04/01 2.070 50,000 4 11,500.00 2.099 CP SALOMON 12/04/01 2.070 50,000 4 11,500.00 2.099 CP GECC 12/04/01 2.030 50,000 5 14,097.22 2.058 CID GECC 12/04/01 2.030 50,000 5 14,097.22 2.058 CP GECC 12/04/01 2.060 50,000 8 22,888.89 2.089 CP GECC 12/04/01 2.060 50,000 8 22,888.89 2.089 CP GECC 12/04/01 2.060 50,000 8 22,888.89 2.089 SALES d DISC NOTES FNMA 02/28/02 2.080 1,289 1 1 72.57 2,816.32 2.108 2.108 DISC NOTES FNMA 02/28/02 2.080 50,000 NO PURCHASES 12/05/01 REDEMPTIONS CP GECC 12/05/01 2.060 50,000 9 25,750.00 2.089 CP GECC 12/05/01 2.060 50,000 9 25,750.00 2.089 CP GECC 12/05/01 2.060 50,000 9 25,750.00 2.089 PURCHASES CD UBS 1.950% 06/28/02 1.945 40,000 CP GMAC 01 /02/02 2.790 50,000 CP CONAGRA 01/09/02 2.660 10,000 12/06/01 REDEMPTIONS BN BANC ONE 3.510% 12/06/01 3.510 50,000 122 594,750.00 3.558 BN BANC ONE 3.510% 12/06/01 3.510 50,000 122 594,750.00 3.558 CP SALOMON 12/06/01 2.070 50,000 6 17,250.00 2.099 CP SALOMON 12/06/01 2.070 50,000 6 17,250.00 2.099 CP GECC 12/06/01 2.030 50,000 7 19,736.11 2.059 CP GECC 12/06/01 2.030 50,000 7 19,736.11 2.059 CP SALOMON 12/06/01 2.070 50,000 7 20,125.00 2.099 CP SALOMON 12/06/01 2.070 50,000 7 20,125.00 2.099 CP SALOMON 12/06/01 2.070 50,000 7 20,125.00 2.099 CP SALOMON 12/06/01 2.070 50,000 7 20,125.00 2.099 CP GMAC 12/06/01 2.250 50,000 9 28,125.00 2.282 CP GMAC 12/06/01 2.250 50,000 9 28,125.00 2.282 CP GMAC 12/06/01 2.250 50,000 9 28,125.00 2.282 CP AMER EXP A 12/06/01 2.060 50,000 9 25,750.00 2.089 CP SME RAC 12/06/01 2.400 50,000 10 33,333.33 2.434 CP N 12/06/01 3.250 50,000 90 406,250.00 3.322 DISC NOTES FNMA 12/06/01 2.450 50,000 73 248,402.78 2.496 DISC NOTES FNMA 12/06/01 2.450 50,000 73 248,402.78 2.496 5 12/06/01 PURCHASES BN US BANK BN US BANK BN US BANK BN US BANK CD RABO CD RABO CD WASHINGTON CD WASHINGTON CD WASHINGTON CD WASHINGTON CID SRAC 12/07/01 REDEMPTIONS DISC NOTES FFCB DISC NOTES FHLB DISC NOTES FHLMC NO PURCHASES 12/10/01 REDEMPTIONS CD TORONTO CD TORONTO CD TORONTO CD TORONTO CID GECC CP GECC CID GECC CID SALOMON CID SALOMON CID FCAR CID FCAR CID HERTZ MTN FR CHASE PURCHASES CID FCAR CID FCAR CP GMAC CP GMAC CID GMAC 12/11/01 REDEMPTIONS CID FMCC CID FMCC 2.060% 06/28/02 2.060 50,000 2.060% 06/28/02 2.060 50,000 2.060% 06/28/02 2.060 50,000 2.060% 06/28/02 2.060 50,000 1.940% 06/28/02 1.940 50,000 1.940% 06/28/02 1.940 50,000 2.080% 05/29/02 2.080 50,000 2.080% 05/31 /02 2.080 50,000 2.080% 05/31/02 2.080 50,000 2.080% 05131 /02 2.080 50,000 01 /29/02 2.850 50,000 12/07/01 2.180 31,289 78 147,788.38 2.220 12/07/01 2.270 27,549 77 133,758.05 2.312 12/07/01 2.270 20,000 77 97,105.56 2.312 2.000% 12/10/01 2.000 50,000 33 91,666.67 2.027 2.000% 12/10/01 2.000 50,000 33 91,666.67 2.027 2.000% 12/10/01 2.000 50,000 33 91,666.67 2.027 2.000% 12/10/01 2.000 50,000 33 91,666.67 2.027 12/10/01 2.060 50,000 14 40,055.56 2.090 12/10/01 2.060 50,000 14 40,055.56 2.090 12/10/01 2.060 50,000 14 40,055.56 2.090 12/10/01 2.070 50,000 14 40,250.00 2.100 12/10/01 2.070 50,000 14 40,250.00 2.100 12/10/01 3.380 50,000 95 445,972.22 3.457 12/10/01 3.380 50,000 95 445,972.22 3.457 12/10/01 3.510 48,000 130 608,400.00 3.604 5.819% 12/10/01 6.335 17,5W 794 2,230,487.57 6.051 12/19/01 1.800 50,000 12/19/01 1.800 50,000 03/01 /02 2.680 50,000 03/01/02 2.680 50,000 03/01 /02 2.680 50,000 12/11 /01 2.200 50,000 8 24,444.44 2.231 12/11 /01 2.200 50,000 8 24,444.44 2.231 C� 12/11/01 REDEMPTIONS (continued) CID GECC 12/11/01 2.030 50,000 8 22,555.56 2.059 CID GECC 12/11/01 2.030 50,000 8 22,555.56 2.059 CID GECC 12/11/01 2.030 50,000 8 22,555.56. 2.059 CID GECC 12/11/01 2.030 50,000 8 22,555.56 2.059 CID GECC 12/11/01 2.020 50,000 11 30,861.11 2.049 CID GECC 12/11/01 2.020 50,000 11 30,861.11 2.049 CID GECC 12/11/01 2.020 50,000 11 30,861.11 2.049 CID GECC 12/11/01 2.060 50,000 15 42,916.67 2.090 CID GECC 12/11/01 2.060 50,000 15 42,916.67 2.090 CID GECC 12/11/01 2.060 50,000 15 42,916.67 2.090 CID SALOMON 12/11/01 2.070 50,000 15 43,125.00 2.100 CID SALOMON 12/11/01 2.070 50,000 15 43,125.00 2.100 PURCHASES CID FMCC 02/28/02 2.650 50,000 CID FMCC 02/28/02 2.650 50,000 CID FMCC 02/28/02 2.650 50,000 TREAS NOTES 3.000% 11/30/03 3.000 50,000 TREAS NOTES 3.000% 11/30/03 3.000 50,000 TREAS NOTES 3.000% 11/30/03 3.000 50,000 TREAS NOTES 3.000% 11/30/03 3.000 50,000 TREAS NOTES 3.000% 11/30/03 3.000 50,000 TREAS NOTES 3.000% 11/30/03 3.000 -50,000 12/12/01 REDEMPTIONS CID DFC 12/12/01 2.070 31,974 14 25,739.07 2.100 DISC NOTES FHLB 12/12/01 2.050 45,000 .83 212,687.50 2.088 DISC NOTES FHLB 12/12/01 2.050 50,000 83 236,319.44 2.088 PURCHASES CID FMCC 03/11 /02 2.510 50,000 CID FMCC 03/11/02 2.510 50,000 12/13/01 RRS TREAS NOTES 3.000% 11/30/03 1.050 50,000 TREAS NOTES 3.000% 11/30/03 1.050 50,000 TREAS NOTES 3.000% 11/30/03 1.050 50,000 TREAS NOTES 3.000% 11/30/03 1.050 50,000 TREAS NOTES 3.000% 11/30/03 1.050 50,000 TREAS NOTES 3.000% 11/30/03 1.050 50,000 12/13/01 REDEMPTIONS DISC NOTES FFCB 12/13/01 2.050 25,000 84 119,583.33 2.088 7 12/13/01 REDEMPTIONS (continued) DISC NOTES FFCB DISC NOTES FFCB DISC NOTES FHLMC DISC NOTES FHLMC FHLB FHLB FHLB PURCHASES_/ 12/13/01 2.050 50,000 84 239,166.67 2.088 12/13/01 2.050 50,000 84 239,166.67 2.088 12/13/01 2.280 10,000 83 52,566.67 2.323 12/13/01 2.280 50,000 83 262,833.33 2.323 6.085% 12/13/01 6.125 50,000 365 3,061,500.00 6.128 6.085% 12/13/01 6.125 50,000 365 3,061,481.40 6.128 6.085% 12/13/01 6.125 50,000 365 3,061,481.40 6.128 CID GOLDMAN 01/31/02 1.720 50,000 CID GOLDMAN 01/31/02 1.720 50,000' CID GOLDMAN 01/31/02 1.720 50,000 CID GOLDMAN 01/31/02 1.720 50,000 CID GOLDMAN 01/31/02 1.720 50,000 CID GOLDMAN 01/31/02 1.720 50,000 PURCHASES CD STNRD CH 1.810% 06/28/02 1.810 50,000 CD STNRD CH 1.810% 06/28/02 1.810 50,000 CID COUNTRY 12/27/01 1.800 45,425 CID NCAT 12/27/01 1.690 50,000 CID NCAT 12/27/01 1.690 50,000 CID COUNTRY 12/27/01 1.800 50,000 CID SALOMON 01 /02/02 1.800 10,000 CID SALOMON 01/02/02 1.800 50,000 CID SALOMON 01 /02/02 1.800 50,000 CID BEAR 01 /25/02 1.770 50,000 CID AMER EXP 01/25/02 1.760 50,000 CID HERTZ 02/28/02 2.560 45,000 12/14/01 REDEMPTIONS DISC NOTES FNMA 12/14/01 2.270 50,000 84 264,833.33 2.313 DISC NOTES FNMA 12/14/01 5.420 17,000 351 898,365.00 5.801 DISC NOTES FNMA 12/14/01 5.420 17,118 351 904,600.71 5.801 DISC NOTES FNMA 12/14/01 5.420 50,000 351 2,642,250.00 5.801 DISC NOTES FNMA 12/14/01 5.420 50,000 351 2,642,250.00 5.801 DISC NOTES FNMA 12/14/01 5.420 50,000 351 2,642,250.00 5.801 DISC NOTES FNMA 12/14/01 5.420 50,000 351 2,642,250.00 5.801 DISC NOTES FNMA 12/14/01 5.475 25,000 359 1,364,947.92 5.871 DISC NOTES FNMA 12/14/01 5.475 50,000 359 2,729,895.83 5.871 DISC NOTES FNMA 12/14/01 5.475 50,000 359 2,729,895.83 5.871 PURCHASES CD WASHINGTON 1.930% 05/31/02 1.930 50,000 8 1 12/14/01 PURCHASES (continued) CD WASHINGTON 1.930% 05/31 /02 1.930 50,000 CD WASHINGTON 1.960% 06/28/02 1.960 50,000 CD WASHINGTON 1.960% 06/28/02 1.960 50,000 CP W/F_ 12/27/01 1.700 25,000 CP W/F 12/27/01 1.700 50,000 CP W/F 12/27/01 1.700 50,000 CP COUNTRY 12/27/01 1.820 50,000 CP COUNTRY 12/27/01 1.820 50,000 CP SAFEWAY 01 /02/02 2.250 26,500 12/17/01 REDEMPTIONS MTN FR GMAC 5.375% 12/17/01 5.098 33,000 922 4,781,874.17 PURCHASES CP HOUSEHOLD 12/18/01 1.920 50,000 CP HOUSEHOLD 12/18/01 1.920 50,000 CP FCAR 12/26/01 1.760 50,000 CP FCAR 12/26/01 1.760 50,000 CP FCAR 12/27/01 1.760 50,000 CP FCAR 12/27/01 1.760 50,000 CP SAFEWAY 01 /02/02 2.280 50,000 CP SALOMON 01 /02/02 1.900 50,000 CP SALOMON 01 /02/02 1.900 50,000 CP SALOMON 01 /02/02 1.900 50,000 CP SALOMON 01/02/02 1.900 50,000 CP MORG STAN 01 /14/02, 1.820 50,000 CP MORG STAN 01 /14/02 1.820 50,000 CP W/F 03/04/02 1.790 50,000 CP W/F 03/04/02 1.790 50,000 CP W/F 03/11 /02 1.790 50,000 CP W/F 03/11/02 1.790 50,000 CP NCAT 05/20/02 1.850 50,000 CP NCAT 05/20/02 1.850 50,000 TREAS BILLS 06/13/02 1.800 50,000 TREAS BILLS 06/13/02 1.800 50,000 TREAS BILLS 06/13/02 1.805 50,000 TREAS BILLS 06/13/02 1.805 50,000 FHLMC 3.250% 12/15/03 3.225 50,000 FHLMC 3.250% 12/15/03 3.225 50,000 FHLMC 3.250% 12/15/03 3.225 50,000 FHLMC 3.250% 12/15/03 3.225 50,000 FHLMC 3.250% 12/15/03 3.230 509000 FHLMC 3.250% 12/15/03 3.240 50,000 FHLMC 3.250% 12/15/03 3.435 50,000 9 6.199 12/18/01 REDEMPTIONS CP HOUSEHOLD 12/18/01 1.920 50,000 1 2,666.67 1.946 CP HOUSEHOLD 12/18/01 1.920 50,000 1 2,666.67 1.946 CP BEAR 12/18/01 2.020 15,000 15 12,625.00 2.049 CP BEAR 12/18/01 2.020 50,000 15 42,083.33 2.049 CP BEAR 12/18/01 2.020 50,000 15 42,083.33 2.049 CP HOUSEHOLD 12/18/01 2.030 50,000 20 56,388.89 2.060 CP HOUSEHOLD 12/18/01 2.030 50,000 20 56,388.89 2.060 PURCHASES CP COUNTRY 12/19/01 1.870 50,000 CP COUNTRY 12/19/01 1.870 50,000 CP GECC 12/27/01 1.780 50,000 CP GECC 12/27/01 1.780 50,000 CP CITICORP 01/02/02 1.870 50,000 CP CITICORP 01/02/02 1.870 50,000 CP CITICORP 01/02/02 1.870 50,000 CP CITICORP 01/02/02 1.870 50,000 DISC NOTES FHLMC 06/20/02 1.820 50,000 DISC NOTES FHLMC 06/20/02 1.820 50,000 DISC NOTES FHLMC 06/28/02 1.780 50,000 DISC NOTES FHLMC 06/28/02 1.780 50,000 DISC NOTES FNMA 05/30/02 1.780 10,000 DISC NOTES FNMA 05/30/02 1.780 50,000 TREAS BILLS 06/13/02 1.765 50,000 TREAS BILLS 06/13/02 1.765 50,000 TREAS NOTES 2.750% 09/30/03 3.029 50,000 TREAS NOTES 2.750% 10/31 /03 3.061 50,000 12/19/01 REDEMPTIONS CP COUNTRY 12/19/01 1.870 50,000 1 2,597.22 1.896 CP COUNTRY 12/19/01 1.870 50,000 1 2,597.22 1.896 CP FCAR 12/19/01 1.800 50,000 9 22,500.00 1.825 CP FCAR 12/19/01 1.800 50,000 9 22,500.00 1.825 PURCHASES CP NCAT 12/20/01 1.770 50,000 CP NCAT 12/20/01 1.770 50,000 CP CITICORP 12/27/01 1.780 50,000 CP CITICORP 12/27/01 1.780 50,000 CP GECC 05/20/02 1.850 20,000 CP NCAT 05/31 /02 1.850 26,000 CP NCAT 05/31 /02 1.850 50,000 DISC NOTES FHLB 06/19/02 1.810 50,000 DISC NOTES FHLB 06/19/02 1.810 50,000 DISC NOTES FNMA 12/13/02 2.120 50,000 10 12/19/01 PURCHASES (continued) MTN FR GMAC 2.465% 11/07/03 3.347 5,000 MTN FR GMAC 2.466% 11/07/03 3.347 50,000 12/20/01 REDEMPTIONS CID NCAT 12/20/01 1.770 50,000 1 1 2,458.33 2,458.33 1.794 1.794 CID NCAT 12/20/01 12/20/01 1.770 2.160 50,000 25,364 91 138,487.44 2.202 DISC NOTES DISC NOTES FHLB FNMA 12/20/01 2.260 946 90 5,344.90 2.304 2.304 DISC NOTES FNMA 12/20/01 12/20/01 2.260 2.190 50,000 40,000 90 91 282,500.00 221,433.33 2.232 DISC NOTES DISC NOTES FNMA FNMA 12/20/01 2.170 25,000 92 138,638.89 2.212 DISC NOTES FNMA 12/20/01 2.170 50,000 50,000 92 92 277,277.78 277,277.78 2.212 2.212 DISC NOTES FNMA 12/20/01 12/20/01 2.170 2.170 50,000 92 277,277.78 2.212 DISC NOTES FNMA FNMA 12/20/01 2.170 50,000 92 277,277.78 2.212 DISC NOTES DISC NOTES FNMA 12/20/01 2.170 50,000 92 277,277.78 2.212 2.212 DISC NOTES FNMA 12/20/01 12/20/01 2.170 4.310 50,000 50,000 92 248 277,277.78 1,484,555.56 4.503 DISC NOTES DISC NOTES FNMA FNMA 12/20/01 4.310 50,000 248 1,484,555.56 4.503 PURCHASES CD NOVA SCOT 1.850% 06/28/02 1.850 25,000 CD NOVA SCOT 1.850% 06/28/02 1.850 50,000 CID GECC 12/27/01 1.740 50,000 CID GECC 12/27/01 1.740 50,000 CP GECC 12/27/01 • 1.740 50,000 CP RCAPC 12/31/01 1.730 30,912 CID RCAPC 12/31/01 1.730 50,000 CP NCAT 12/31/01 1.720 50,000 CID NCAT 12/31/01 1.720 50,000 Cp NCAT 12/31/01 1.720 50,000 CP NCAT 12/31/01 1.720 50,000 CID BEAR 01 /02/02 1.880 50,000 CID BEAR 01 /02/02 1.880 50,000 CP GECC 01/09/02 1.870 50,000 CP GECC 01/09/02 1.870 50,000 CP GECC 01/10/02 1.840 50,000 CP GECC 01/10/02 1.840 50,000 DISC NOTES FHLMC 06/20/02 1.820 50,000 DISC NOTES FHLMC 06/20/02 1.820 50,000 12/21/01 REDEMPTIONS CD WESTDEUT 3.600% 12/21/01 3.590 50,000 183 912,503.89 3.639 2.304 DISC NOTES FHLB 12/21/01 12/21/01 2.260 2.260 30,000 50,000 91 91 171, 285,638.89 2.304 DISC NOTES FHLB 11 12/21/01 REDEMPTIONS (continued) FNMA 1,727,742.50 6.114 3,149,801.39 6.114 3,149,801.39 6.114 6.400% 12/21/01 6.114 27,500 374 FNMA 6.400% 12/21/01 6.114 50,000 375 FNMA 6.400% 12/21/01 6.114 50,000 375 PURCHASES CP COUNTRY 12/26/01 1.830 41,372 CID COUNTRY 12/26/01 1.830 50,000 CID COUNTRY 12/26/01 1.830 50,000 CID COUNTRY 12/26/01 1.830 50,000 CID COUNTRY 12/26/01 1.830 50,000 CID GECC 12/26/01 1.680 50,000 CID GECC 12/26/01 1.680 50,000 CID GECC 12/26/01 1.680 50,000 CID GECC 12/26/01 1.680 50,000 CID GECC 12/26/01 1.680 50,000 CID GECC 12/26/01 1.680 50,000 CID SALOMON 12/26/01 1.760 60,000 CID SALOMON 12/26/01 1.760 50,000 CID SALOMON 12/26/01 1.760 50,000 CID SALOMON 12/26/01 1.760 50,000 CID SALOMON 12/26/01 1.760 50,000 MTN GMAC 5.800% 03/12/03 4.150 22,587 MTN GECC 7.250% 05/03/04 3.840 18,800 MTN B/A 6.625% 06/15/04 4.110 11,350 12/24/01 REDEMPTIONS DISC NOTES FHLB 12/24/01 2.250 50,000 DISC NOTES FHLB 12/24/01 2.250 50,000 DISC NOTES FHLB 12/24/01 2.250 50,000 PURCHASES CID SALOMON 01/02/02 1.860 5,863 CID SALOMON 01/02/02 1.860 50,000 CID SALOMON 01/02/02 1.860 50,000 CID SALOMON 01/02/02 1.860 50,000 CID SALOMON 01/02/02 1.860 50,000 CID CITICORP 01/10/02 1.880 50,000 CID CITICORP 01/10/02 1.880 50,000 CID CITICORP 01/22/02 1.850 50,000 CID CITICORP 01/22/02 1.850 50,000 CID CITICORP 01/22/02 1.850 50,000 CID CITICORP 01/22/02 1.850 50,000 CID FCAR 02/01/02 1.850 50,000 CID FCAR 02/01 /02 1.850 50,000 CID FCAR 02/08/02 1.850 50,000 12 94 94 94 293,750.00 293,750.00 293,750.00 2.294 2.294 2.294 12/24/01 PURCHASES (continued) CP FCAR 02/08/02 1.850 50,000 12/26/01 REDEMPTIONS CP COUNTRY 12/26/01 1.830 41,372 5 10,515.38 1.855 CP COUNTRY 12/26/01 1.830 50,000 5 12,708.33 1.855 CP COUNTRY 12/26/01 1.830 50,000 5 12,708.33 1.855 CP COUNTRY 12/26/01 1.830 50,000 5 12,708.33 1.855 CP COUNTRY 12/26/01 1.830 50,000 5 12,708.33 1.855 CP GECC 12/26/01 1.680 50,000 5 11,666.67 1.703 CP GECC 12/26/01 1.680 50,000 5 11,666.67 1.703 CP GECC 12/26/01 1.680 50,000 5 11,666.67 1.703 CP GECC 12/26/01 1.680 50,000 5 11,666.67 1.703 CP GECC 12/26/01 1.680 50,000 5 11,666.67 1.703 CP GECC 12/26/01 1.680 50,000- 5 11,666.67 1.703 CP SALOMON 12/26/01 1.760 50,000 5 12,222.22 1.784 CP SALOMON 12/26/01 1.760 50,000 5 12,222.22 1.784 CP SALOMON 12/26/01 1.760 50,000 5 12,222.22 1.784 CP SALOMON 12/26/01 1.760 50,000 5 12,222.22 1.784 CP SALOMON 12/26/01 1.760 50,000 5 12,222.22 1.784 CP FCAR 12/26/01 1.760 50,000 9 22,000.00 1.785 CP FCAR 12/26/01 1.760 50,000 9 22,000.00 1.785 12/26/01 PURCHASES CP NCAT 12/27/01 1.840 40,000 CP SALOMON 12/27/01 1.870 50,000 CP SALOMON 12/27/01 1.870 50,000 CP AMER HOME 12/27/01 1.900 50,000 CP FCAR 02/28/02 1.820 50,000 CP FCAR 02/28/02 1.820 50,000 DISC NOTES FNMA 06/13/02 1.840 45,086 DISC NOTES FNMA 06/13/02 1.840 50,000 DISC NOTES FNMA 06/20/02 1.830 50,000 DISC NOTES FNMA 06/20/02 1.830 50,000 DISC NOTES FNMA 06/20/02 1.830 50,000 DISC NOTES FNMA 06/27/02 1.840 40,000 DISC NOTES FNMA 06/27/02 1.840 50,000 DISC NOTES FNMA 06/27/02 1.840 50,000 DISC NOTES FNMA 06/27/02 1.840 50,000 DISC NOTES FNMA 06/27/02 1.840 50,000 DISC NOTES FNMA 06/27/02 1.840 50,000 DISC NOTES FNMA 06/27/02 1.840 50,000 DISC NOTES FNMA 06/27/02 1.840 50,000 DISC NOTES FNMA 06/27/02 1.840 50,000 MTN JP MORGAN 7.125% 03/01/05 4.890 22,000 13 12/27/01 REDEMPTIONS CD ANZ 2.470% 12/27/01 2.460 50,000 90 307,507.64 2.494 CD ANZ 2.470% 12/27/01 2.460 50,000 90 307,507.64 2.494 CD CIBC 2.490% 12/27/01 2.490 20,000 91 125,883.33 2.524 CD BAYER LNDS 2.420% 12/27/01 2.420 50,000 91 305,861.11 2.453 CD HELABA 2.420% 12/27/01 2.420 50,000 91 305,861.11 2.453 CD HELABA 2.420% 12/27/01 2.420 50,000 91 305,861.11 2.453 CD CIBC 2.490% 12/27/01 2.490 50,000 91 314,708.33 2.524 CD CIBC 2.490% 12/27/01 2.490 50,000 91 314,708.33 2.524 CD MONTREAL 2.480% 12/27/01 2.480 50,000 99 341,000.00 2.514 CD MONTREAL 2.480% 12/27/01 2.480 50,000 99 341,000.00 2.514 CP NCAT 12/27/01 1.840 40,000 1 2,044.44 _ 1.865 CP SALOMON 12/27/01 1.870 50,000 1 2,597.22 1.896 CP SALOMON 12/27/01 1.870 50,000 1 2,597.2-2 1.896 CP AMER HOME 12/27/01 1.900 50,000 1 2,638.89 1.926 CP GECC 12/27/01 1.740 50,000 7 16,916.67 1.764 CP GECC 12/27/01 1.740 50,000 7 16,916.67 1.764 CP GECC 12/27/01 1.740 50,000 7 16,916.67 1.764 CP CITICORP 12/27/01 1.780 50,000 8 19,777.78 1.805 CP CITICORP 12/27/01 1.780 50,000 8 19,777.78 1.805 CP GECC 12/27/01 1.780 50,000 9 22,250.00 1.805 CP GECC 12/27/01 1.780 50,000 9 22,250.00 1.805 CP FCAR 12/27/01 1.760 50,000 10 24,444.44 1.785 CP FCAR 12/27/01 1.760 50,000 10 24,444.44 1.785 CP W/F 12/27/01 1.700 25,000 13 15,347.22 1.724 CP W/F 12/27/01 1.700 50,000 13 30,694.44 1.724 CP W/F 12/27/01 1.700 50,000 13 30,694.44 1.724 CP COUNTRY 12/27/01 1.820 50,000 13 32,861.11 1.846 CP COUNTRY 12/27/01 1.820 50,000 13 32,861.11 1.846 CP COUNTRY 12/27/01 1.800 45,425 14 31,797.50 1.826 CP NCAT 12/27/01 1.690 50,000 14 32,861.11 1.714 CP NCAT 12/27/01 1.690 50,000 14 32,861.11 1.714 CP COUNTRY 12/27/01 1.800 50,000 14 35,000.00 1.826 CP NCAT 12/27/01 3.380 15,000 112 157,733.33 3.463 CP NCAT 12/27/01 3.380 50,000 112 525,777.78 3.463 DISC NOTES FHLMC 12/27/01 2.420 50,000 92 309,222.22 2.468 DISC NOTES FNMA 12/27/01 2.410 50,000 90 301,250.00 2.458 DISC NOTES FNMA 12/27/01 2.410 50,000 90 301,250.00 2.458 DISC NOTES FNMA 12/27/01 2.415 41,730 91 254,744.25 2.463 DISC NOTES FNMA 12/27/01 2.415 50,000 91 305,229.15 2.463 DISC NOTES FNMA 12/27/01 2.415 50,000 91 305,229.15 2.463 DISC NOTES FNMA 12/27/01 2.415 50,000 91 305,229.15 2.463 DISC NOTES FNMA 12/27/01 2.415 50,000 91 305,229.17 2.463 PURCHASES BA U/B CALIF 06/18/02 1.900 18,042 CP GECC 03/01/02 1.820 35,000 CP GECC 03/01/02 1.820 50,000 14 12/27/01 PURCHASES (continued) CID NCAT 03/01 /02 1.830 50,000 CP NCAT 03/01 /02 1.830 50,000 CID NCAT 03/08/02 1.830 50,000 CID FCAR 03/13/02 1.780 50,000 CID FCAR 03/13/02 1.780 50,000 DISC NOTES FNMA 06/27/02 1.840 50,000 DISC NOTES FNMA 06/27/02 1.840 50,000 MTN W/F 3.375% 12/29/03 3.440 50,000 12/28/01 REDEMPTIONS DISC NOTES FHLMC 12/28/01 2.280 25,000 98 155,166.67 2.326 DISC NOTES FNMA 12/28/01 4.850 27,063 343 1,250,573.71 5.155 DISC NOTES FNMA 12/28/01 4.850 25,000 353 1,188,923.61 5.162 DISC NOTES FNMA 12/28/01 4.850 35,000 353 1,664,493.06 5.162 DISC NOTES FNMA 12/28/01 4.800 25,000 354 1,180,000.00 5.107 DISC NOTES FNMA 12/28/01 4.920 25,000 357 1,219,750.00 5.244 DISC NOTES FNMA 12/28/01 4.900 25,000 357 1,214,791.67 5.221 DISC NOTES FNMA 12/28/01 4.880 50,000 357 2,419,666.67 5.199 DISC NOTES FNMA 12/28/01 4.880 50,000 357 2,419,666.67 5.199 DISC NOTES FNMA 12/28/01 4.900 50,000 357 2,429,583.33 5.221 DISC NOTES FNMA 12/28/01 4.970 35,986 358 1,778,568.06 5.301 DISC NOTES FNMA 12/28/01 4.970 50,000 358 2,471,194.44 5.301 DISC NOTES FNMA 12/28/01 4.970- 50,000 358 2,471,194.44 5.301 PURCHASES CID NCAT 01/14/02 1.920 50,000 CID NCAT 01 /14102 1.920 50,000 CID NCAT 01/14/02 1.920 50,000 CID SALOMON 01/29/02 1.830 50,000 CID SALOMON 01/29/02 1.830 50,000 CID SALOMON 01/29/02 1.830 50,000 CID SALOMON 01/29/02 1.830 50,000 DISC NOTES FHLMC 06/28/02 1.780 50,000 DISC NOTES FHLMC 06/28/02 1.780 50,000 DISC NOTES FHLMC 06/28/02 1.780 50,000 12/31/01 REDEMPTIONS CID RCAPC 12/31/01 1.730 30,912 11 16,340.43 1.754 CID RCAPC 12/31/01 1.730 50,000 11 26,430.56 1.754 CID NCAT 12/31/01 1.720 50,000 11 26,277.78 1.744 CID NCAT 12/31/01 1.720 50,000 11 26,277.78 1.744 CID NCAT 12/31/01 1.720 50,000 11 26,277.78 1.744 CID NCAT 12/31/01 1.720 50,000 11 26,277.78 1.744 DISC NOTES FHLB 12/31/01 2.250 10,000 101 63,125.00 2.295 DISC NOTES FHLB 12/31/01 2.250 50,000 101 315,625.00 2.295 15 12/31/01 REDEMPTIONS (continued) DISC NOTES FHLMC DISC NOTES FHLMC 12/31/01 PURCHASES CP GECC CP FCAR CP FCAR CP GECC CP GECC CP GECC CP GECC CP GECC CP GECC CP GECC CP GECC CP NCAT CP NCAT CP NCAT CP NCAT CP SALOMON CP SALOMON 12/31 /01 2.250 16,028 102 102,178.50 2.295 12/31 /01 2.250 50,000 102 318,750.00 2.295 01 /25/02 1.750 20,000 01 /25/02 1.760 34,000 01 /25/02 1.760 50,000 01 /25/02 1.750 50,000 01 /25/02 1.750 50,000 01/29/02 1.750 50,000 01/29/02 1.750 50,000 01/29/02 1.750 50,000 01/29/02 1.750 50,000 01/29/02 1.750 50,000 01/29/02 1.750 50,000 01/29/02 1.750 50,000 01/29/02 1.750 50,000 01/29/02 1.750 50,000 01/29/02 1.750 50,000 01/29/02 1.750 50,000 01/29/02 1.750 50,000 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), Fanners 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 (FFC), Corporate Securities (CB), US Ship Financing Bonds (TITLE XIS), International Bank of Redevelopment (113RD), Tennessee Valley Authority (TVA), Medium Term Notes (MTN), Real Estate Mortgage Investment Conduit (REMIC). b/ Purchase or sold yield based on 360 day calculation for discount obligations and Repurchase Agreements. C/ Repurchase Agreement. d/ Par amount of securities purchased, sold or redeemed. e/ Securities were purchased and sold as of the same date. f/ Repurchase Agreement against Reverse Repurchase Agreement. g/ Outright purchase against Reverse Repurchase Agreement. h/ Security "SWAP" transactions. 1 Buy back agreement. RRS Reverse Repurchase Agreement. RRP Termination of Reverse Repurchase Agreement. 17 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT (:) DATE ALHAMBRA Grand National Bank 06/25/01 3.500 1,000,000.00 01 /07102 Grand National Bank 07/13/01 3.560 2,000,000.00 01 /09/02 Grand National Bank 11/27/01 2.060 .3,000,000.00 05/17/02 Grand National Bank 05/17/01 3.700 3,000,000.00 05/17/02 Grand National Bank 07/13/01 3.520 3,095,000.00 07/12/02 Omni Bank , 08/31 /01 3.340 3,000,000.00 02/27/02 Omni Bank 10/25/01 2.190 1,300,000.00 04/23/02 Omni Bank 11/21/01 2.040 2,000,000.00 05/20/02 . Omni Bank 11 /30/01 1.870 3,0000000.00 06/03/02 ARROYO GRANDE Mid -State Bank 07/13/01 3.560 5,000,000.00 01/16/02 Mid -State Bank 08/15/01 3.400 5,000,000.00 02/14/02 Mid -State Bank 09/14/01 3.230 5,000,000.00 03/13/02 Mid -State Bank 10/15/01 2.250 5,000,000.00 04/15/02 Mid -State Bank 11/20/01 2.040 5,000,000.00 05/17/02 Mid -State Bank 12/18/01 1.870 5,000,000.00 06/14/02 BEVERLY HILLS City National Bank 08/20/01 3.380 25,000,000.00 02/15/02 City National Bank 09/05/01 3.330 40,000,000.00 03/07/02 City National Bank 04/16/01 4.170 25,000,000.00 04/16/02 City National Bank 12/03/01 1.840 25,000,000.00 02/25/02 BRE Jackson Federal Bank 07/26/01 3.560 10,000,000.00 01/22/02 Jackson Federal Bank 11/14/01 1.900 10,000,000.00 05/13/02 Pacific Western National Bank 11 /20/01 2.060 1,000,000.00 05/20/02 CALABASAS First Bank of Beverly Hills FSB 11/27/01 2.040 10,000,000.00 02/27/02 First Bank of Beverly Hills FSB 12/07/01 1.820 10,000,000.00 03/20/02 CAMARILLO First California Bank 10/30/01 2.150 2,000,000.00 01/29/02 First California Bank 12/28/01 1.750 3,000,000.00 03/29/02 First California Bank 11/02/01 1.980 2,000,000.00 04/30/02 18 TIME DEPOSITS DEPOSIT PAR NAME DATE YIELD AMOUNT (S) CHICO North State National Bank 04/06/01 North State National Bank 11 /28/01 North State National Bank 12/07/01 Tri Counties Bank 12/05/01 Tri Counties Bank 12/17/01 CHULA VISTA North Island Federal Credit Union 11 /27/01 CITY OF INDUSTRY EverTrust Bank 07/27/01 EverTrust Bank 07/18/01 EverTrust Bank 12/12/01 CONCORD CA State 9 Credit Union 11/19/01 DUARTE 4.000 2.080 1.890 1.780 1.750 2.030 3.540 3.600 1.770 1.960 Western State Bank 12/03/01 1.840 Western State Bank 08/14/01 3.420 Western State Bank 08/27/01 4.430 Western State Bank 10/01 /01 2.420 DUBLIN Operating Engineers FCU 08/08/01 Operating Engineers FCU 10/11 /01 Operating Engineers FCU 12/11/01 EL CENTRO Valley Independent Bank 08/14/01 Valley Independent Bank 10/31/01 EL SEGUNDO Hawthorne Savings FSB 06/28/01 Xerox Federal Credit Union 11 /13/01 19 3.490 2.230 1.790 3.420 2.040 3.520 1.850 MATURITY DATE 5,000,000.00 01/25/02 1,500,000.00 05/17/02 1,000,000.00 06/05/02 10,000,000.00 03/05/02 10,000,000.00 03/18/02 5,000,000.00 02/27/02 3,000,000.00 01/25/02 3,000,000.00 01/25/02 6,000,000.00 06/11/02 10,000,000.00 02/19/02 1,000,000.00 02/25/02 1,000,000.00 02/25/02 2,000,000.00 02/25/02 2,000,000.00 04/01/02 5,000,000.00 02/04/02 5,000,000.00 04/09/02 10,000,000.00 06/12/02 7,500,000.00 02/14/02 20,000,000.00 04/30/02 60,000,000.00 01 /04/02 20,000,000.00 02/14/02 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT(_) DATE EL SEGUNDO (continued) Xerox Federal Credit Union 09/04/01 3.350 7,000,000.00 03/04/02 FRESNO United Security Bank 10/05/01 2.270 5,000,000.00 01 /10/02 United Security Bank 07/31/01 3.510 15,000,000.00 02/06/02 United Security Bank 11/15/01 1.910 10,000,000.00 05/14/02 FULLERTON Fullerton Community Bank 07/18/01 3.640 8,000,000.00 01/25/02 Fullerton Community Bank 11 /19/01 2.040 9,000,000.00 05/17/02 GLENDALE Verdugo Banking Company 07/05/01 3.660 5,000,000.00 01/08/02 GRANADA HILLS Bank of Granada Hills 09/18/01 2.740 2,000,000.00 03/18/02 HUNTINGTON BEACH First Bank and Trust 08/27/01 3.400 2,000,000.00 02/26/02 First Bank and Trust 09/11/01 3.240 12,000,000.00 03/11/02 First Bank and Trust 10/29/01 2.150 3,000,000.00 04/26/02 IRVINE Commercial Capital Bank 10/09/01 2.260 6,000,000.00 01/07/02 LA JOLLA Silvergate Bank 08/08/01 3.520 5,000,000.00 02/04/02 Silvergate Bank 12/13/01 1.700 3,500,000.00 03/13/02 LAKEPORT Lake Community Bank 12/28/01 1.870 2,000,000.00 06/26/02 20 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT (;) DATE LODI Farmers $ Merchant Bk Cen CA 07/05/01 3.650 10,000,000.00 01/11/02 LOS ANGELES Broadway Federal Bank 07/09/01 3.610 2,500,000.00 01/08/02 Broadway Federal Bank 06/13/01 3.580 3,000,000.00 03/11/02 . California Center Bank 10/02/01 2.410 10,000,000.00 01/03/02 California Chohung Bank 07/03/01 3.650 1,500,000.00 01/07/02 California Chohung Bank 07/18/01 3.630 1,000,000.00 01/14/02 California Chohung Bank 11/19/01 1.930 4,000,000.00 , 02/19/02 Cathay Bank 09/04/01 3.340 30,000,000.00 03/04/02 Cathay Bank 09/26/01 2.430 19,000,000.00 03/25/02 Cathay Bank 10/10/01 2.230 19,000,000.00 04/08/02 Cedars Bank 10/10/01 2.240 2,500,000.00 01/08/02 Cedars Bank 09/06/01 3.460 2,500,000.00 03/06/02 Cedars Bank 10/04/01 2.260 5,000,000.00 04/01/02 Cedars Bank 12/21/01 1.840 2,000,000.00 06/19/02 Eastern International Bank 11/05/01 1.980 900,000.00 05/07/02 Eastern International Bank 12/10/01 1.890. 1,000,000.00 06/10/02 General Bank 07/20/01 3.550 15,000,000.00 01 /18/02 General Bank 07/30/01 3.540 20,000,000.00 01/28/02 General Bank 08/07/01 3.490 15,000,000.00 02/08/02 General Bank 05/30/01 3.710 10,000,000.00 02/20/02 General Bank 05/22/01 3.800 20,000,000.00 02/20/02 General Bank 08/13/01 3.400 15,000,000.00 03/07/02 General Bank 06/14/01 3.570 20,000,000.00 03/18/02 General Bank 12/10/01 1.830 25,000,000.00 06/07/02 Hanmi Bank 10/15/01 2.270 25,000,000.00 01 /14/02 Hanmi Bank 11/27/01 2.000 25,000,000.00 02/26/02 Hanmi Bank 12/20/01 1.730 25,000,000.00 03/21 /02 Manufacturers Bank 11 /01 /01 2.100 10,000,000.00 01 /31 /02 Manufacturers Bank 12/11 /01 1.720 30,000,000.00 03/11 /02 Manufacturers Bank 12/21/01 1.750 20,000,000.00 03/21/02 Marathon National Bank 08/06/01 3.510 2,000,000.00 02/04/02 Mellon First Business Bank 06/18/01 3.560 25,000,000.00 01/04/02 Mellon First Business Bank 07/18/01 3.610 25,000,000.00 02/01 /02 Mellon First Business Bank 12/28/01 1.740 25,000,000.00 03/20/02 Mellon First Business Bank 09/24/01 2.360 25,000,000.00 03/20/02 Mercantile National Bank 08/13/01 3.410 2,000,000.00 02/08/02 Nara Bank, NA 10/24/01 2.190 5,000,000.00 04/22/02 Nara Bank, NA 12/19/01 1.830 5,000,000.00 06/17/02 21 TIME DEPOSITS DEPOSIT PAR MATURITY NAME D_ YIELD AMOUNT (_) DATE LOS ANGELES (continued) Pacific Union Bank 10/01/01 2.400 10,000,000.00 01/03/02 Pacific Union Bank 12/05/01 1.760 20,000,000.00 03/05/02 Preferred Bank 08/13/01 3.390 4,000,000.00 02/08/02 Preferred Bank 08/27/01 3.400 7,000,000.00 02/26/02 Preferred Bank 06/11 /01 3.600 9,000,000.00 03/08/02 Preferred Bank 12/18/01 1.800 9,000,000.00 03/18/02 Preferred Bank 07/16/01 3.550 6,000,000.00 07/16/02 Sae Han Bank 10/15/01 2.270 3,000,000.00 01/15/02 Sae Han Bank 10/30/01 2.140 3,000,000.00 01/15/02 State Bank of India (Calif) 08/27/01 3.380 2,000,000.00 02/25/02 State Bank of India (Calif) 06/12/01 3.600 5,5009000.00 04/02/02 State Bank of India (Calif) 07/18/0f 3.510 2,000,000.00 07/18/02 Western Federal Credit Union 10/24/01 2.190 25,000,000.00 04/22/02 Wilshire State Bank 08/31 /01 3.340 4,000,000.00 02/27/02 Wilshire State Bank 11/06/01 1.970 4,000,000.00 05/06/02 Wilshire State Bank 11 /15/01 1.910 2,000,000.00 05/14/02 Wilshire State Bank 12/19/01 1.850 8,000,000.00 06/18/02 Wilshire State Bank 07/13/01 3.540 4,000,000.00 07/12/02 ME_ County Bank 07/20/01 3.650 5,000,000.00 01/16/02 County Bank 10/17/01 2.260 5,000,000.00 04/15/02 County Bank 12/07/01 1.910 10,000,000.00 06/06/02 MONTEREY PARK Trust Bank FSB 07/02/01 3.660 2,000,000.00 01/02/02 Trust Bank FSB 10/01/01 2.430 4,000,000.00 01/02/02 NORTH HIGHLANDS Safe Credit Union 07/16/01 3.600 5,000,000.00 01/14/02 Safe Credit Union 08/01 /01 3.490 20,000,000.00 02/06/02 OAKDALE Oak Valley Community Bank 09/05/01 3.380 500,000.00 03/22/02 Oak Valley Community Bank 03/23/01 4.140 1,5009000.00 03/22/02 Oak Valley Community Bank 10/10/01 2.210 2,500,000.00 04/08/02 Oak Valley Community Bank 06/05/01 3.640 1,500,000.00 06/05/02 Fyn TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT (S) DATE OAKLAND Metropolitian Bank 09/24/01 2.390 1,000,000.00 03/25/02 Metropolitian Bank 10/31 /01 2.100 1,000,000.00 04/29/02 Metropolitian Bank 11 /29/01 1.960 1,000,000.00 05/28/02 ONTARIO Citizens Business Bank 03/26/01 4.150 30,000,000.00 03/26/02 Citizens Business Bank 04/05/01 4.070 25,000,000.00 04/05/02 Citizens Business Bank 05/07/01 .3.800 10,000,000.00 05/07/02 Citizens Business Bank 12/03/01 1.830 25,000,000.00 06/03/02 Citizens Business Bank 08/22/01 3.480 30,000,000.00 08/22/02 PALO ALTO Bank of Petaluma 08/06/01 3.520 1,000,000.00 02/25/02 Bank of Petaluma 06/05/01 3.660 2,500,000.00 02/25/02 Bank of Petaluma 12/17/01 1.760 12,000,000.00 03/13/02 Bank of Santa Clara 06/04/01 3.630 20,000,000.00 02/25/02 Bay Area Bank 07/25/01 3.570 5,000,000.00 01/14/02 Bay Area Bank 10/30/01 2.090 5,000,000.00 04/27/02 Bay Bank of Commerce 10/30/01 2.110 5,000,000.00 04/29/02 Coast Commercial Bank 07/16/01 3.620 5,000,000.00 01/14/02 Coast Commercial Bank 06/11/01 3.620 20,000,000.00 02/25/02 Cupertino National Bank 07/24/01 3.570 10,000,000.00 01/14/02 Cupertino National Bank 06/01 /01 3.610 20,000,000.00 02/25/02 Cupertino National Bank 12/17/01 1.740 10,000,000.00 03/13/02 Cupertino National Bank 10/30/01 2.090 35,000,000.00 04/29/02 Golden Gate Bank 06/01/01 3.630 9,000,000.00 02/25/02 Mid -Peninsula Bank 06/01 /01 3.620 5,000,000.00 02/25/02 Mid -Peninsula Bank 09/14/01 3.000 10,000,000.00 03/13/02 Mid -Peninsula Bank 10/30/01 2.100 35,000,000.00 04/29/02 Mt. Diablo National Bank 12/11/01 1.730 10,000,000.00 03/13/02 Peninsula Bank of Commerce 06/11/01 3.600 15,000,000.00 02/25/02 PASADENA Community Bank 08/13/01 3.380 15,000,000.00 02/08/02 Community Bank 04/25/01 3.770 5,000,000.00 04/25/02 Community Bank 06/22/01 3.400 20,000,000.00 06/21/02 Community Bank 07/11/01 3.520 20,000,000.00 07/11/02 Wescom Credit Union 07/30/01 3.540 15,000,000.00 01/28/02 Wescom Credit Union 10/09/01 2.270 25,000,000.00 04/08/02 23 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT,(_) DATE PASADENA (continued) Wescom Credit Union 11/13/01 1.840 10,000,000.00 05/13/02 Wescom Credit Union 12/14/01 1.830 15,000,000.00 06/12/02 PLACERVILLE El Dorado Savings Bank 02/08/01 4.770 5,000,000.00 02/08/02 El Dorado Savings Bank 03/07/01 4.520 5,000,000.00 03/07/02 El Dorado Savings Bank 03/22/01 4.210 5,000,000.00 03/22/02 El Dorado Savings Bank 04/13/01 4.100 5,000,000.00 04/12/02 El Dorado Savings Bank 04/13/01 4.100 5,000,000.00 04/12/02 El Dorado Savings Bank 05/02/01 3.910 5,000,000.00 05/02/02 El Dorado Savings Bank 06/18/01 3.460 5,000,000.00 06/10/02 El Dorado Savings Bank 06/05/01 3.640 5,000,000.00 06/10/02 El Dorado Savings Bank 12/13/01 1.740 10,000,000.00 06/10/02 POMONA PFF Bank and Trust 08/28/01 3.420 8,000,000.00 02/28/02 PFF Bank and Trust 12/04/01 1.820 10,000,000.00 06/03/02 PFF Bank and Trust 12/06/01 1.890 10,000,000.00 06/03/02 PORTERVILLE Bank of the Sierra 10/23/01 2.240 10,000,000.00 01 /23/02 UQ INCY Plumas Bank 05/23/01 3.800 2,000,000.00 02/20/02 RANCHO SANTA FE La Jolla Bank, FSB 09/24/01 2.360 10,000,000.00 02/01 /02 La Jolla Bank, FSB 06/06/01 3.620 10,000,000.00 03/01/02 La Jolla Bank, FSB 11 /20/01 2.060 15,000,000.00 05/23/02 La Jolla Bank, FSB 08/06/01 3.500 15,000,000.00 08/06/02 RED BLUFF Tehama Bank 07/03/01 3.620 5,000,000.00 07/03/02 24 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT (S) DATE REDDING North Valley Bank 12/14/01 1.810 3,000,000.00 06/12/02 REDWOOD CITY Provident Central Credit Union 11/01/01 2.020 20,000,000.00 05/01/02 RICHMOND Mechanics Bank 03/07/01 4.520 10,000,000.00 03/07/02 Mechanics Bank 04/06/01 4.000 10,000,000.00 04/05/02 Mechanics Bank 04/25/01 3.790 10,000,000.00 04/25/02 Mechanics Bank 05/07/01 3.870 10,000,000.00 05/07/02 Mechanics Bank 06/12/01 3.560 10,000,000.00 06/12/02 Mechanics Bank 07/11/01 3.520 10,000,000.00 07/11/02 Mechanics Bank 08/13/01 3.490 10,000,000.00 08/13/02 Mechanics Bank 10/12/01 2.380 10,000,000.00 10/15/02 SACRAMENTO American River Bank 10/15/01 2.270 1,000,000.00 01/11/02 American River Bank 07/10/01 3.600 1,500,000.00 01/14/02 American River Bank 09/28/01 2.370 1,000,000.00 03/29/02 American River Bank 09/24/01 2.360 3,000,000.00 03/29/02 American River Bank 10/12/01 2.250 1,500,000.00 04/10/02 American River Bank 06/26/01 3.380 1,000,000.00 06/26/02 Bank of Sacramento 12/21 /01 1.770 1,000,000.00 03/21 /02 Bank of Sacramento 12/21 /01 1.770 1,000,000.00 03/21 /02 Bank of Sacramento 11/15/01 1.930 1,500,000.00 05/14/02 Bank of Sacramento 11/29/01 1.960 2,000,000.00 05/28/02 Golden One Credit Union 03/23/01 4.120 20,000,000.00 03/22/02 Golden One Credit Union 04/25/01 3.770 10,000,000.00 04/25/02 Golden One Credit Union 12/05/01 1.820 10,000,000.00 05/23/02 Golden One Credit Union 06/08/01 3.600 10,000,000.00 06/07/02 Merchants National Bank 10/19/01 2.210 2,000,000.00 04/17/02 Merchants National Bank 07/23/01 3.460 2,000,000.00 07/23/02 River City Bank 07/03/01 3.660 2,000,000.00 01/07/02 River City Bank 10/29/01 2.190 3,000,000.00 01/28/02 River City Bank 11/26/01 1.970 2,000,000.00 02/26/02 River City Bank 10/04/01 2.330 4,000,000.00 04/01/02 Sanwa Bank of Califomia 07/26/01 3.560 22,000,000.00 01/23/02 U.S. Bank 08/07/01 3.500 25,000,000.00 02/04/02 U.S. Bank 11/20/01 2.000 25,000,000.00 02/19/02 25 NAM SACRAMENTO (continued TIME DEPOSITS DEPOSIT PAR MATURITY DATE YIELD AMOUNT (_) DATE U.S. Bank 08/07/01 3.550 25,000,000.00 05/06/02 Union Bank of California 10/19/01 2.210 50,000,000.00 04/17/02 Union Bank of California 10/29/01 2.100 100,000,000.00 04/17/02 Union Bank of California 11/09/01 1.800 150,000,000.00 05/08/02 Union Bank of California 12/19/01 1.830 100,000,000.00 06/18/02 United California Bank 09/07/01 3.380 60,000,000.00 03/06/02 SALINAS Community Bk Central Calif 10/10/01 2.210 10,000,000.00 01/09/02 Community Bk Central Calif 12/21 /01 1.710 10,000,000.00 03/21 /02 Community Bk Central Calif 10/25/01 2.170 5,000,000.00 04/23/02 Community Bk Central Calif 10/25/01 2.170 5,000,000.00 04/23/02 SAN BERNARD NNO Business Bank of California 07/10/01 3.630 8,000,000.00 01/09/02 Business Bank of California 08/06/01 3.530 12,000,000.00 02/05/02 SAN DIEGO First United Bank 02/16/01 4.950 1,000,000.00 02/15/02 Mission Federal Credit Union 08/28/01 3.430 10,000,000.00 02/27/02 Neighborhood National Bank 11/21/01 1.990 2,000,000.00 02/22/02 First Future Credit Union 09/04/01 3.320 5,000,000.00 03/01/02 First Future Credit Union 11/30/01 1.850 5,000,000.00 05129/02 First Future Credit Union 12/19/01 1.830 3,000,000.00 06/21/02 SAN FRANCISCO America California Bank 07/30/01 3.570 1,500,000.00 01 /28/02 America California Bank 10/31 /01 2.060 1,000,000.00 04/3.0/02 Bank of Canton California 09/10/01 3.230 20,000,000.00 03/08/02 Bank of Canton California 12/17/01 1.750 15,000,000.00 04/12/02 Bank of Canton California 11/21/01 2.050 10,000,000.00 05/22/02 Bank of Canton California 05/22/01 3.770 15,000,000.00 05/22/02 Bank of Canton California 12/12/01 1.770 20,000,000.00 06/11/02 Bank of Canton California 07/16/01 3.550 25,000,000.00 07/16/02 Bank of Canton California 08/31 /01 3.470 20,000,000.00 08/30/02 Bank of the West 07/06/01 3.650 34,000,000.00 01/02/02 Bank of the West 07/09/01 3.600 50,000,000.00 01/08/02 Bank of the West 07/27/01 3.560 76,500,000.00 01 /24/02 26 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AM_ (s) D_ SAN FRANCISCO (continued) Bank of the West 08/17/01 3.420 25,000,000.00 02/20/02 Bank of the West 08/02/01 3.560 25,000,000.00 02/20/02 Bank of the West 08/24/01 3.400 50,000,000.00 02/20/02 Bank of the West 10/15/01 2.260 50,000,000.00 04/15/02 Bank of the West 11/20/01 2.050 142,000,000.00 05/20/02 California Federal Bank 07/06/01 3.650 8,000,000.00 01/04/02 California Federal Bank 07/06/01 3.650 42,000,000.00 01/04/02 California Federal Bank 05/24/01 3.730 50,000,000.00 021W02 California Federal Bank 10/16/01 2.270 100,000,000.00 04/15/02 California Federal Bank 12/14/01 1.800 50,000,000.00 06/07/02 California Pacific Bank 12/28/01 1.740 2,000,000.00 03/28/02 Oceanic Bank 03/15/01 4.430 4,000,000.00 03/15/02 Trans Pacific National Bank 03/19/01 4.250 800,000.00 03/19/02 United Commercial Bank 08/31/01 3.340 30,000,000.00 02/28/02 United Commercial Bank 04/04/01 4.160 30,000,000.00 04/04/02 United Commercial Bank 06/05/01 3.660 10,000,000.00 06/05/02 United Commercial Bank 12/14/01 1.810 25,000,000.00 06/05/02 United Commercial Bank 12/21/01 1.840 25,000,000.00 07/02/02 United Commercial Bank 07/31/01 3.480 40,000,000.00 07/31/02 SAN DOSE Comerica Bank 10/09/01 2.260 71,000,000.00 01/09/02 Comerica Bank 12/04/01 1.840 63,000,000.00 03/04/02 Commence Bank of California 10/30/01 2.170 183,000,000.00 02/06/02 Heritage Bank of Commerce 08/17/01 3.410 2,000,000.00 02/15/02 Medwest Credit Union 07/20/01 3.560 5,000,000.00 01/18/02 Meriwest Credit Union 08/10/01 3.490 5,000,000.00 02/06/02 Meriwest Credit Union 08/28/01 3.440 5,000,000.00 02/28/02 Medwest Credit Union 12/20/01 1.860 5,000,000.00 06/18/02 San Jose National Bank 04/30/01 3.870 10,000,000.00 04/30/02 San Jose National Bank 11 /01 /01 2.000 10,000,000.00 04/30/02 Santa Clara Co. Fed. C.U. 08/07/01 3.500 15,000,000.00 02/05/02 SAN LUIS OBISPO Mission Community Bank 09/10/01 3.250 1,000,000.00 03/08/02 Mission Community Bank 10/11/01 2.240 1,500,000.00 04/09/02 Mission Community Bank 12/21/01 1.720 1,000,000.00 04/09/02 Mission Community Bank 12/10/01 1.840 1,000,000.00 06/11/02 San Luis Trust Bank 10/10/01 2.230 1,350,000.00 01/08/02 San Luis Trust Bank 10/26/01 2.130 1,000,000.00 04/24/02 27 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT (_) DATE SAN MARINO East West Federal Bank 07/06/01 3.660 12,000,000.00 01/04/02 East West Federal Bank 06/04/01 3.590 30,000,000.00 01 /04/02 East West Federal Bank 08/02/01 3.560 35,000,000.00 02/07/02 East West Federal Bank 11 /16/01 1.900 38,000,000.00 05/15/02 East West Federal Bank 11/28/01 2.080 35,000,000.00 06/10/02 SAN RAFAEL Metro Commerce Bank 11/28/01 2.070 1,800,000.00 05/30/02 Westamerica Bank 10/11 /01 2.240 50,0009000.00 01 /09/02 Westamerica Bank 11/09/01 1.840 50,000,000.00 02/07/02 Westamerica Bank 12/19/01 1.730 25,000,000.00 03/19/02 Westamerica Bank 07/18/01 3.510 25,000,000.00 07/18/02 Westamerica Bank 07/30/01 3.490 50,000,000.00 07/30/02 SAN RAMON EBTEL Federal Credit Union 07/06/01 3.670 1,000,000.00 01 /02/02 EBTEL Federal Credit Union 08/17/01 3.440 750,000.00 02/13/02 EBTEL Federal Credit Union 11 /14/01 1.880 1,000,000.00 02/14/02 SANTA BARBARA FNB of Central California 07/23/01 3.570 5,000,000.00 01/25/02 FNB of Central California 07/09/01 3.590 10,000,000.00 01/25/02 FNB of Central California 09/12/01 3.220 10,000,000.00 03/11 /02 FNB of Central California 10/12/01 2.280 10,000,000.00 04110/02 FNB of Central California 11/30/01 1.860 10,000,000.00 06/03/02 FNB of Central California 12/20/01 1.840 10,000,000.00 06/14/02 Santa Barbara Bank & Trust 07/27/01 3.560 6,000,000.00 02/08/02 Santa Barbara Bank & Trust 07/06/01 3.650 30,000,000.00 01/25/02 Santa Barbara Bank & Trust 07/27/01 3.560 10,000,000.00 02/08/02 Santa Barbara Bank & Trust 10/01 /01 2.400 10,000,000.00 04/01 /02 Santa Barbara Bank & Trust 11/01/01 2.000 10,000,000:00 05/01/02 Santa Barbara Bank & Trust 11/30/01 1.850 20,000,000.00 06/03/02 Santa Barbara Bank & Trust 12/20/01 1.830 20,000,000.00 06/14/02 SANTA CLARITA Valencia Bank & Trust 09/17/01 3.000 4,000,000.00 03/19/02 28 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT (s) DATE SANTA MARIA Hacienda Bank 09/11/01 3.260 1,000,000.00 03/11/02 SANTA ROSA National Bank of the Redwoods 07/31 /01 3.510 5,000,000.00 01 /28/02 National Bank of the Redwoods 10/29/01 2.140 10,000,000.00 04/26/02 . Redwood Credit Union 11/30/01 1.900 17,000,000.00 02/28/02 Redwood Credit Union 12/28/01 1.840 8,000,000.00 06/24/02 SONORA Central California Bank 12/03/01 1.830 1,000,000.00 03/04/02 STOCKTON Pacific State Bank 07/11 /01 3.620 1,000,000.00 01 /08/02 Pacific State Bank 10/12/01 2.260 1,000,000.00 04/10/02 Union Safe Deposit Bank 07/16/01 3.640 5,000,000.00 01/23/02 Union Safe Deposit Bank 07/26/01 3.590 10,000,000.00 01/23/02 Union Safe Deposit Bank 08/07/01 3.520 10,000,000.00 02/14/02 Union Safe Deposit Bank 08/22/01 3.420 10,000,000:00 03/01/02 Union Safe Deposit Bank 10/11/01 2.270 10,000,000.00 04/11/02 Union Safe Deposit Bank 11/05/01 2.020 10,000,000.00 05/07/02 Union Safe Deposit Bank 12/11/01 1.830 10,000,000.00 06/12/02 Washington Mutual Bank 10/26/01 2.160 30,000,000.00 01/24/02 Washington Mutual Bank 07/24/01 3.570 30,000,000.00 01/24/02 Washington Mutual Bank 11/28/01 2.000 30,000,000.00 02/19/02 Washington Mutual Bank 08/23/01 3.390 30,000,000.00 02/19/02 Washington Mutual Bank 12/21/01 1.830 15,000,000.00 06/17/02 Washington Mutual Bank 12/10/01 1.820 30,000,000.00 06/17/02 SUNNYVALE Asiana Bank 12/20/01 1.750 1,500,000.00 03/21 /02 TORRANCE China Trust Bank (USA) 10/19/01 2.240 5,0009000.00 01/18/02 China Trust Bank (USA) 10/19/01 2.240 25,000,000.00 01/18/02 China Trust. Bank (USA) 11 /16/01 1.920 20,000,000.00 02/15/02 China Trust Bank (USA) 12/14/01 1.740 25,000,000.00 03/14/02 China Trust Bank (USA) 12/19/01 1.850 10,000,000.00 06/18/02 29 TIME DEPOSITS DEPOSIT PAR MATURITY NAME DATE YIELD AMOUNT (;) DATE TORRANCE (continued South Bay Bank 07/27/01 3.560. 1,000,000.00 01/25/02 South Bay Bank 06/07/01 3.620 3,000,000.00 03/01 /02 South Bay Bank 09/06/01 3.430 5,000,000.00 03/15/02 South Bay Bank 11 /20/01 2.040 2,000,000.00 03/20/02 South Bay Bank 11/08/01 1.780 4,000,000.00 05/07/02 U�_ First Fidelity Investment & Loan 10/17/01 2.240 10,000,000.00 01/15/02 First Fidelity Investment & Loan 11/06/01 2.030 8,000,000.00 02/07/02 First Fidelity Investment & Loan 11/02/01 2.070 9,000,000.00 02/07/02 First Fidelity Investment & Loan 12/05/01 1.770 15,000,000.00 03/05/02 Sunwest Bank 10/09/01 2.230 3,500,000.00 01 /09/02 Sunwest Bank 10/17/01 2.230 2,500,000.00 01/25/02 Sunwest Bank 11 /06/01 2.020 2,000,000.00 02/08/02 Sunwest Bank 11 /01 /01 2.080 5,800,000.00 02/08/02 Sunwest Bank 12/07/01 1.770 1,000,000.00 03/08/02 VACAVILLE Travis Credit Union 11/30/01 1.910 40,000,000.00 02/28/02 WATSONVILLE Monterey Bay Bank 07/02/01 3.680 8,000,000.00 01 /07./02 Monterey Bay Bank 09/20/01 2.390 8,000,000.00 .03/20/02 Monterey Bay Bank 12/17/01 1.840 3,000,000.00 06/17/02 WHITTIER Quaker City Bank 07/12/01 3.570 14,000,000.00 01 /08/02 Quaker City Bank 10/16/01 2.280 8,000,000.00 04/05/02 Quaker City Bank 04/06/01 4.000 8,000,000.00 04/05/02 Quaker City Bank 06/27/01 2.080 25,000,000.00 05/24/02 Quaker City Bank 12/28/01 1.830 10,000,000.00 07/12/02 TOTAL TIME DEPOSITS DECEMBER 2001 5o078v7969000.00 30 BANK DEMAND DEPOSITS DECEMBER 2001 ($ in thousands) DAILY BALANCES DAY OF BALANCES WARRANTS MONTH PER BANKS OUTSTANDING 1 S 7739560 $ 2,9569214 2 7739560 299569214 3 275,145 291759201 4 8159321 29402,674 5 8369202 292509611 6 1,008,105 2,041,188 7 190649017 29253,534 8 190649017 292539534 9 190649017 212539534 10 9409741 29117,132 11 847,235 196079892 12 9619539 197989486 13 798,176 19906,477 14 19246,594 19921,621 15 1,246,594 1,9219621 16 192469594 1,9279261 17 1,0079792 119809661 18 8589585 2,2969977 19 8239872 292431,688 20 9919685 2,346,749 21 192309709 2,765,230 22 192309709 297659230 23 192309709 297659230 24 196269745 2,441,539 25 1,626,745 2,"19539 26 7789235 291859780 27 6651,620 2,1469331 28 9999964 291469331 29 999,964 291469331 30 99999" 21,238,186 31 5869999 292919692 AVERAGE DOLLAR DAYS $ 9879733 a/ a/ The prescribed bank balance for December was $ 910,268. This consisted of $ 702,858 in compensating balances for services, balances for uncollected funds of ; 215,195 and a deduction of $ 7,785 for December delayed deposit credit. 31 DESIGNATION BY POOLED MONEY INVESTMENT BOARD OF TREASURY POOLED MONEY INVESTMENTS AND DEPOSITS No. 1630 In accordance with sections 16480 through 16480.8 of the Government Code, the Pooled Money Investment Board, at its meeting on December 19, 2001, has determined and designated the amount of money available for deposit and investment under said sections. In accordance with sections 16480.1 and 16480.2 of the Government Code, it is the intent that the money available for deposit or investment be deposited in bank accounts and savings and ban associations or invested in securities in such a manner so as to realize the maximum return consistent with safe and prudent treasury management, and the Board does hereby designate the amount of money available for deposit in bank accounts, savings and loan associ- actions, and for investment in securities and the type of such deposits and investments as follows: 1. In accordance with law, for deposit in demand bank accounts as Compensating Balance for Services $ 702,858,000 The active noninterest-bearing bank accounts designation constitutes a calendar month average balance. For purposes of computing the compensating balances, the Treasurer shall exclude from the daily balances any amounts contained therein as a result of nondelivery of securities purchased for "cash" for the Pooled Money Investment Account and shall adjust for any deposits not credited by the bank as of the date of deposit. The balances in such accounts may fall below the above amount provided that the balances computed by dividing the sum of daily balances of that calendar month by the number of days in the calendar month reasonably approximates that amount. The balances may exceed this amount during heavy collection periods or in anticipation of large impending warrant presentations to the Treasury, but the balances are to be maintained in such a manner as to realize the maximum return consistent with safe and prudent treasury management. 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 follows: Time Deposits in Various Financial InstlWdons In Securities (sections 16503a Estimated From To Transactions (section 16430)* and 16602)* Total ( 1) 12/17/2001 12/21/2001 $ 2,537,700,000 $ 44,030,905,000 $ 4,972,795,000 $ 49,003,700,000 (2) 12/24/2001 12/28/2001 $ (190,100,000) $ 43,840,805,000 $ 4,972,795,000 $ 48,813,600,000 (3) 12/31/2001 01/04/2002 $ 2,011,200,000 $ 45,852,005,000 $ 4,972,795,000 $ 50,824,800,000 (4) 01/07/2002 01/11/2002 $ 362,800,000 $ 46,214,805,000 $ 4,972,795,000 $ 51,187,600,000 (5) 01/14/2002 01/18/2002 $ 1,595,400,000 $ 47,810,205,000 $ 4,972,795,000 $ 52,783,000,000 (6) 01/21/2002 01/25t2002 $ 381,500,000 $ 48,191,705,000 $ 4,972,795,000 $ 53,164,500,000 (7) 01/28/2002 02/01/2002 $ (2,007,800,000) $ 46,183,905,000 $ 4,972.795,000 $ 51,156,700,000 (8) 02/04/2002 02/08/2002 $ 502,400,000 $ 46,686,305,000 $ 4,972,795,000 $ 51,659,100,000 (9) 02/1.1/2002 02/15/2002 $ 308,600,000 $ 46,994,905,000 $ 4,972,795,000 $ 51,967,700,000 (10) 02/18/2002 02/22/2002 $ 493,100,000 $ 47,488,005,000 $ 4,972,795,000 $ 52,460,800,000 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. Additional amounts available in treasury trust account and in the Treasury from time to time, in excess of the amounts and for the same types of investments as specifically designated above. Provided, that the availability of the amounts shown under paragraph 2 is subject to reduction in the amount by which the bank accounts under paragraph 1 would otherwise be reduced below the calendar_ month average balance of $ 702,858,000. POOLED MONEY INVESTMENT BOARD: V Chairperson Member Dated: December 19, 2001 * Government Code 32 Member