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HomeMy WebLinkAbout19D - RECEIVE AND FILE QRTLY REPORT OF INVESTMENTSREQUEST FOR COUNCIL ACTION CITY COUNCIL MEETING DATE: MAY 19, 2020 TITLE RECEIVE AND FILE QUARTERLY REPORT OF INVESTMENTS AS OF MARCH 31, 2020 CLERK OF COUNCIL USE ONLY: ❑ As Recommended ❑ As Amended ❑ Ordinance on 1s' Reading ❑ Ordinance on 2nd Reading ❑ Implementing Resolution ❑ Set Public Hearing For_ CONTINUED TO /s/Kristine Ridge FILE NUMBER CITY MANAGER RECOMMENDED ACTION Receive and file. DISCUSSION California Code Section 53646 (b) states that if a quarterly report of investments is rendered to the legislative body of a local agency (such as a city's city council), the quarterly investment report shall be submitted within 30 days following the end of the quarter covered by the report. In an effort to meet the statutory requirement, Finance & Management Services Agency submits the Report via email for review and distribution to the City Council in advance. The report was emailed for distribution on April 28, 2020. The legislation specifies that this quarterly report contain the seven major elements listed below: 1. Type of investments, 2. Date of maturity, 3. Par and dollar amounts invested in each security, 4. Weighted average maturity of the investments, 5. Market value as of the date of the report, 6. Source of the market value information, and 7. Any funds, investments or programs, including loans, under the management of contracted parties. These specifications include a statement outlining the ability of the City to meet the budgeted expenditures for the subsequent six months be submitted to the City Council on a quarterly basis. Staff performs an end -of -month expenditure analysis to comply with the expenditure requirement and a statement confirming the ability to meet this requirement in the monthly and quarter -ending Treasurer's Report. The information is in compliance with State law and the City's Investment Policy. The attached Treasurer's Report (Exhibit 1) accurately reflects all pooled investments held on behalf of the City as of March 31, 2020. 19D-1 Quarterly Report of Investments May 19, 2020 Page 2 The following two tables represent: (1) percentage limits set by the City's Investment Policy and State Law and shows respective City investment portfolio investment types, amounts, and percentages; and (2) the restricted cash balance as of March 31, 2020. COSA State Amount Portfoli Polic Law Type of Investment Invested $ o /o y Limit Limit S �o S % Certificate of Deposit (CD) $1,734,000.00 0.73% 30% 30% Federal Farm Credit Bank (FFCB) $30,186,710.25 11.01% None None Federal Home Loan Bank (FHLB) $53,464,508.33 19.49% None None Federal Home Loan Mortgage Corp. (FHLMC) $81,005,474.60 29.54% None None Federal National Mortgage Association $33,201,540.00 12.11% None None FNMA Local Agency Investment Fund (LAIF) $74,655,967.55 27.22% None None subtotal $274,248,200.7 100% 3 Cash $66,816,792.11 Total $341,064,992.8 4 Restricted Cash t, 1 $146,521.08 Total 1 $146, 521.08 t Restricted cash is held by a Trustee, Bank of New York Mellon, and is segregated from cash used for daily operations. (exp. Bond reserve funds) 19 D-2 Quarterly Report of Investments May 19, 2020 Page 3 The following City investment portfolio graph represents percentages within the respective investment types as of March 31, 2020: CD 73% FNA 12.1 FFCB 11.01 % 29.54% ■ Certificate of Deposit (CD) ■ Federal Farm Credit Bank (FFCB) Federal Home Loan Bank (FHLB) ■ Federal Home Loan Mortgage Corp. (FHLMC) Federal National Mortgage Association (FNMA) Aggregate Average Market Yield To Date Average Month To Date (AMTD) 11.95% Breakdown by Type of Investment Par Value of Investments Yield to Maturity % of Portfolio Average Market Yield to Date Certificate of Deposits $1,734,000.00 1.80% 0.63% 0.01% LAIF $74,655,967.55 1.75% 27.22% 0.48% Federal Agency Securities $198,132,000.00 2.02% 72.15% 1.46% Total $274,521,967.55 1.95% 100.00% 1.95% STRATEGIC PLAN ALIGNMENT Approval of this item allows the City to meet Goal #4 - City Financial Stability, Objective #1 (maintain a stable, efficient and transparent financial environment), Strategy D (develop a fiscal health analysis tool that informs a department of its financial position in order to assist in its decision making process). FISCAL IMPACT There is no fiscal impact associated with this action. Exhibit: 1. 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