2002 11 13 IAB Minutes INVESTMENT ADVISORY BOARD
Meeting
November 13, 2002
CALL TO ORDER
Regular meeting of the La Quinta Investment Advisory Board was called to order at the
hour of 5:30 P.M. by Chairman Mahfoud, followed by the Pledge of Allegiance.
PRESENT: Board Members Lewis, Olander, Osborne, Felice, Mortenson
and Chairman Mahfoud
ABSENT: Board Member Moulin
OTHERS PRESENT: John Falconer, Finance Director and Vianka Orrantia,
Secretary
II PUBLIC COMMENTS - None
III CONFIRMATION OF AGENDA - (This is the time set aside for public comment
on any matter not scheduled on the agenda.)
IV CONSENT CALENDAR
Approval of Minutes of Meeting on November 13, 2002 for the Investment
Advisory Board.
MOTION - It was moved by Board Members Lewis/Olander to approve the
Minutes of November 13, 2002, 2002. Motion carried unanimously.
V BUSINESS SESSION
A. Transmittal of Treasury Report for September 2002
In response to Board Member Lewis, Mr. Falconer advised the Board
that Staff worked off cash in LAIF and Sweep Money Market Funds to
pay debt service and interest.
Board Member Lewis asked what is the City of La Quinta's Annual
Budget? Mr. Falconer replied that the General Fund Budget is around
Investment Advisory Board November 13, 2002
Minutes
$20 million and the total Budget with the Redevelopment Agency and
the Capital improvement projects are close to $100 million.
In response to Chairman Mahfoud, Mr. Falconer advised the Board that
for the month of October, one investment matured in the amount of
$3 million, which was rolled over into a similar investment. Board
Member Osborne asked if Staff was staying out of commercial paper?
Mr. Falconer replied that Staff has not been looking at commercial
paper as an investment.
MOTION - It was moved by Board Members Lewis/Olander to review,
receive and file the Treasurer's Report for August 2002. Motion
carried unanimously.
B. Discontinuation of Treasury Sweep Option
Mr. Falconer advised the Board that in response to a previous inquiry
about the Treasury Sweep Option and the Iow interest rate by Board
Member Mortenson he was recommending discontinuation of the
Treasury Sweep Option. Upon investigation of this account and due
to the plummeting rates, Staff is recommending that instead we apply
any cash balances against soft costs, which are basically bank fees.
Credits will be earned which would be applied towards the monthly
fees, which average $1,200a month. Mr. Falconer also advised the
Board that the compensating balances would not be more than the
bank fees. Board Member Osborne asked if Staff would continue to
keep a balance of $500,000 at 1.6% to offset the $1,2007 Mr.
Falconer stated that was the correct amount and he would like to keep
the dollar amount under $500,000, however; due to the state budget,
Staff was keeping a little extra. Board Member Osborne asked if the
$1,200 included the aspect of a Sweep Account? Mr. Falconer replied
to the Board that $250 is part of the Sweep Account, if this was
discontinued it would go down to about $1,000. In response to Board
Member Osborne, Mr. Falconer also advised the Board that a daily
report is received from the bank with the actual cash balances and is
compared to a daily book balance report.
Board Member Olander asked the Board if the agreement was to keep
a minimum of $500,000. Mr. Falconer replied to the Board that that
was not the agreement, the agreement had a peg balance of $50,000.
In response to Chairman Mahfoud, Mr. Falconer stated to the Board
that if after reviewing the daily cash balances, the credit received is
2
Investment Advisory Board November 13, 2002
Minutes
more than the actual bank costs and if interests rates are around 2%,
then Staff could reconsider implementing a Sweep Account.
Mr. Falconer stated to the Board that an email to a Vice President of
the bank will be required to notify Wells Fargo Bank of the change.
MOTION - It was moved by Board Members Lewis/Osborne to
discontinue the Treasury Sweep Option. Motion carried unanimously.
VI CORRESONDENCE AND WRITTEN MATERIAL
A. Month End Cash Report - October 2002
In response to Board Member Lewis, Mr. Falconer advised the Board
that when the bond that was rolled over in October was extended to
January 31st at 1.54% (actually 1.62%), at that time the comparable
treasury was at 1.32%. Mr. Falconer also advised the Board that due
to the current interest rates, that Staff has not extended maturity from
two to five years.
In response to Board Member Osborne, Mr. Falconer informed the
Board that Staff has not had a chance to review the quality of 30-day
commercial paper. Mr. Falconer also advised the Board that Staff
could only purchase A-l, P-l, which would result in a lower rate than
some of the Commercial Paper rates, listed on the report.
Noted and Filed
B. Pooled Money Investment Board Report - August, 2002
Mr. Falconer advised the Board that LAIF has other publications with a
little more detailed information than the Pooled Money Investment
Report.
Board Member Lewis stated that in the break down of the investments
the LAIF Report has two separate line items, Pooled Loans and General
Fund Loans, but on the pie chart, which shows the portfolio
compensations, the loans are lumped into the 14.7%. Board Member
Lewis asked Mr. Falconer to find out what the difference between the
Pooled Loans and the General Fund Loans was? Mr. Falconer stated
he would provide the information at the next meeting.
3
Investment Advisory Board November 13, 2002
Minutes
Board Member Osborne asked if any information is available in regards
to the $20 billion and where it is invested? Mr. Falconer replied that
he felt that it was part of the entire pool. Mr. Falconer also advised
the Board that LAIF has a percentage limitation as to what the loan
balances could be.
Mr. Falconer advised the Board that he recalled in the past that one of
the loan programs currently in place has to do with the construction of
State Prisons. Money was needed, "seed money," which could be
borrowed against, so the money was loaned on a short-term until the
bonds were issued. It was considered that this program would be
eliminated due to the commercial paper rates, which were much more
favorable at the time, and they were doing away with loaning money
from LAIF. Board Member Osborne advised the Board that at one time
LAIF explained that the bonds had been approved, but not issued, and
therefore, the LAIF funds would be repaid from bond proceeds.
Chairman Mahfoud requested that Staff check on the loan program
and report back at the next meeting.
Noted and Filed
VII BOARD MEMBER ITEMS
Other Handout
Board Member Olander made general comments on the PER's article and also
asked howa person is appointed to the PER's Board. Mr. Falconer advised
the Board that he received a ballot in the mail, and that he could vote for a
representative running for the board. Mr. Falconer also advised the Board
that the representatives were from the Bay area (rapid transit district), and
were heavily involved in their unions. Mr. Falconer also stated that the PER's
Board is different from the LAIF Board.
VII ADJOURNMENT
MOTION - It was moved by Board Members Lewis/Osborne to adjourn the
meeting at 5:35 p.m. Motion carried unanimously.
S//~dubl:p~tte by,_
Vianka Orrantia
Secretary
4
INVESTMENT ADVISORY BOARD Business Session: A
Meeting Date: December 11, 2002
ITEM TITLE:
Transmittal of Treasury Report
for October 31, 2002
BACKGROUND:
Attached please find the Treasury Report October 31, 2002.
RECOMMENDATION:
Review, Receive and File the Treasury Report for October 31, 2002.