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2009 06 10 IAB MinutesINVESTMENT ADVISORY BOARD MEETING June 10, 2009 IAt this time Senior Secretary Orrantia placed the conference call to the City Attorney.) CALL TO ORDER Regular meeting of the La Quinta Investment Advisory Board was called to order at the hour of 4:30 p.m. by Chairman Ross, followed by the Pledge of Allegiance. PRESENT: Board Members Moulin, Ross, Rassi and Park ABSENT: Board Member Deniel OTHERS PRESENT: Tom Genovese, City Manger, Kathy Jenson, City Attorney (Present: via teleconferencel, John Falconer, Finance Director and Vianka Orrantia, Senior Secretary tl PUBLIC COMMENT -None. III CONFIRMATION OF AGENDA -None IV CONSENT CALENDAR A. Approval of Minutes of Meeting on May 13, 2009 for the Investment Advisory Board. MOTION: It was moved Board Members Moulin/Park to approve the minutes of May 13, 2009. Motion carried unanimously. V BUSINESS SESSION A. Transmittal of Treasury Report for April 2009 Mr. Falconer presented and reviewed the staff report advising the Board that the City's cash position had increased slightly by 52.2 million, ending the month at 5173.7 million due to the following capital project reimbursements: 1) Riverside County Transportation Commission for the widening of Highway 111 and; 21 CVAG Reimbursement for the Fred Waring Drive Widening Project; In 1 addition, the portfolio maturity decreased 15 days to 54 days, with three higher yielding investments maturing causing the yield to drop below 1 %, with the overall investment portfolio yield ending at .85% and the pooled yield ending at .947%. Mr. Falconer also advised that as a result of the IAB May meeting allowing the Treasurer to invest in Commercial Paper and Corporate Notes with FDIC coverage and upon approval by the City Council, investments have been made in several investment instruments, which will be reflected in future Treasurer's reports. Mr. Falconer suggested that the Board consider future strategies for alternative investments, one of which would be Certificate of Deposits up to the $250,000 FDIC limit with local banks. Mr. Falconer advised that Board Member Rassi utilized this particular investment instrument during his employmeht as a Finance Director. Chairman Ross requested a correction be made to page 3, "Cash _._^_ Balances," The portfolio size d~Q ihcreased [...] Mr. Falconer reviewed the decline in the portfolio percentages reflected on page 7: Federal Farm Credit maturing at 2.9%; Federal Home Loan Bank maturing at 2.15%; Corporate Note with US Bank Corp. maturing at 5.1 %; and the reinvestment of the U.S. Treasury maturing at .30%. In addition, Mr. Falconer reiterated the suggested use of Certificates of Deposits. General discussion ensued among the Board and staff regarding alternative investments in lieu of LAIF, in addition to a discussion of next day liquidity. In response to Board Member Moulin, Mr. Falconer advised that page 9, title "Funds for Reinvestment" would be changed to "Available Cash" at the Boards direction. Board concurred. In response to Board Member Moulin, Mr. Falconer advised staff would review the S30 million in "other revenues" and if composed of several dollar amounts, the next report would reflect the breakdown. Chairman Ross complemented staff on the commentary listed on page 9, under "Major Changes in Cash Flow [...]." 2 MOTION - It was moved by Board Members Moulin/Park to approve, receive and file the Treasury Report for April 2009. Motion carried unanimously. B. Continued Discussion of the Investment Advisory Board 2008/09 Work Plan-and 2009/10 Investment Policy Mr. Falconer stated that Tom Genovese, City Manager was present and Kathy Jenson, City Attorney was present, via teleconference. Mr. Falconer presented the final redlined version of the investment policy with minor changes, in addition to the Executive Summary with staff's recommendations which included the following: 1) Increase FDIC Coverage to 5250,000 -pages 8 and 17 of the investment policy; 2) The City is also permitted to invest in commercial paper issued under the FDIC Temporary Liquidity Program subject to the aforementioned commercial paper limitations -page 10 of the investment policy and; 3) The City is also permitted to invest in corporate notes under the FDIC Temporary Liquidity Program subject to the aforementioned corporate note limitations -page 11 of the investment policy. Mr. Falconer advised, as discussed in previous meetings and upon review by Board Members Moulin and Rassi, staff drafted suggested language in regards to the auditor's control letter to be included as part of the policy on page 14. Chairman Ross reviewed the changes/deletions to the 2009/10 as follows: Page 1 -Table of Contents: Fiscal Year ~998f89 2009/2010 Page 2 -Fiscal Year 2889 2009/2010 Page 4 - July 1,2888 2009 through June 30, 2888 2010 Adopted by the City Council on June ~ 19, 288s~ 2009 Page 6 - V Maximum Maturities - third paragraph, second sentence: For FY 288~{8S 2009/2010, L..] In response to Chairman Ross, Mr. Falconer advised upon review by staff the 58 million dollar amount reflected is sufficient. Page 8 -Chairman Ross requested that the phone numbers listed be verified. In response to Chairman Ross, Mr. Falconer advised that the maximum investment per CD would be up to 5250,000, including interest. 3 In response to Board Member Moulin, Mr. Falconer clarified that the dollar limitations are direct investments by the City and not a sweep account; therefore it would not be considered a conflict. Page 9 -First column, seventh row, Corporate Notes inc/udinq Temporary Liquidity Guarantee Program (TL GPI Ms. Jenson advised that on page 9 Item 2 A. & B., the formatting of the underline extends beyond where it should. Page 10 -Item No. 4, second paragraph, second sentence: For Fiscal Year~09~{9S 2009/10 [...] Item No. 5, last sentence is the proposed language approved by City Council on May 13. Page 11 -Item No. 8, last sentence is the proposed language by City Council on May 13. Page 14 -The independent auditor's /etter on internal control over financial reporting and compliance ^^t !ctt~r c,,......°^*. , as it pertains pertain}ag 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 auditor's letter, as it pertains, per~aiaiag 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. ,~ T a, -P evide a written response to the ~°~~"^t auditor's letter T" ~'~ ' + ~+ '+^ '^ °" "`' r 4 General discussion ensued among the Board regarding the Management Letter. Mr. Falconer clarified that the City Manager does meet with the auditor separately to discuss the results of the audit. Mr. Genovese summarized for the Board the general purpose of the meetings with the auditors and what the meeting entails. Mr. Genovese advised that the proposed language covers two aspects of the Finance Director's functions: 1) Finance Director and; 2) Treasurer. General discussion ensued among the Board regarding the meetings and the auditor's letter. Page 17 - Bid Process No. 2, City Restriction: < =~^99;9AA 5250,000 per institution Bid Process No. 6: Corporate Notes including Temporary Liquidity Guarantee Program (TLGP1 Page 19 -General rules regarding appointment will required to be updated with the current code language. Page 22 - Function: Security of Investments at City - Responsible Party: aFault Accounting Manager and Senior Secretary Ms. Jenson advised that function of the "Acknowledge Investment Selection", the Responsible Party should read City Manager or either of the Assistant Managers. It was agreed by the Board that it read City Manager or arj Assistant City Manager. Page 23 - Institutional name changes: Item 2. Bank of New York/Me/%n and Item 4. ^^^••''..,~,T'~h, Banc of America Securities. Page 28 -Mailing address correction: P. O. Box 1504 La Quinta, CA 9~b~ 92247-1504 Page 37 -Item 1 definition to be reviewed and updated. along with a correction to the formatting. 5 In response to Board Member Park, Chairman Ross advised that CDARS currently is not a permissible investment within the investment policy and would be consider as part of the upcoming Investment Board's work plan. MOTION - It was moved by Board Members Park/Moulin to approve the Investment Policy for 2009/2010 as amended. Motion carried unanimously. VI CORRESPONDENCE AND WRITTEN MATERIAL A. Month End Cash Report and other selected Financial Data -May 2009 Mr. Falconer commented that the April Treasury rates remain low and the LAIF rates were up slightly at 1.60%. Noted and Filed B. Pooled Money Investment Board Reports -March 2009 Mr. Falconer advised that the graph on page 4 reflects a high loan percentage and Mr. Falconer will contact LAIF and report back to the Board at the next scheduled meeting. In response to Chairman Ross, Mr. Falconer advised that in comparison to page 2 of the report, the loan percentage has increased by 4%. General discussion ensued among the Board and Staff regarding investments in LAIF. Noted and Filed VII BOARD MEMBER ITEMS In response to Board Moulin, Mr. Falconer advised that the Board's input in regards to CD's was beneficial and further advised that investment in CD's would be beneficial not only to the City but also in the community. Mr. Falconer advised that he would like to implement the investment of CD's in the next couple of weeks and would be looking at six month and one year CD's. 6 In response to Board Member Rassi, Mr. Falconer advised that he will investigate the waiving of the 1.10% collateral requirement on investments smaller than the FDIC guaranteed insurance limit per institution. General discussion ensued among the Board and staff as to whether or not to invest in a six month vs. year's CD. Chairman Ross asked if there was any opposition by the Board as to the Treasurer proceeding with the investments of CD's. There was no opposition. Chairman Ross expressed his gratitude for Board Member Deniel's involvement on the Board for the last seven years. VIII ADJOURNMENT MOTION - It was moved by Board Members Moulin/Park to adjourn the meeting at 5:38p.m. Motion carried unanimously. mit vL.!%ctnv-- .. Vianka Orrantia, Senior Secretary 7