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CC Resolution No. 8542 RESOWl'ICN 00. 8542 A REßJJTICN OF THE CITY CXXJNCIL OF THE CITY OF CUPERl'nÐ REVISII!C CITY'S INVES'lMENT POLICY BE IT RESOLVED by the City Council of the City of CUpertino that the revised Inw...u,...ntPOlicy attached hereto and made part hereof by reference is hereby aà:Jpt:ed. PASSED AND AJ.œ.l1SIJ at City of CUpertino this following vote: ~ MBIDers of the Citv Council a regular meeting of the city Council of the 4th day of November , 1991, by the AYES: Goldman, Rogers, Sorensen, Szabo NOES: None ABSENT: Koppel ABSTAIN: None ATIEST: APPROVED: ¡"sf Dorothy Cornelius City Clerk / S / Nick Szabo- Mayor, City of CUpertino Pro Tempore CITY OF CUPERI'INO INVESIMENJ' POLICY I. srATEMENI' OF 0BJæI'IVES Temporarily idle or surplus funds of the City of CUpertino shall be invested in a=rdance with principles of sound treasury management and in a=rdance with the provisions of California Government Code Sections 53600 et seq., the City of CUpertino Municipal Code, and this Investment Policy. A. overall Risk Profile 'Ihe basic objective of the City of CUpertino's investment program are, in order of priority: 1. Safety of invested funds; 2. Maintenance of sufficient liquidity to meet cash flow needs; and, 3. Attainment of the maximum yield possible consistent with the first two objectives. 'Ihe achievement of these objectives shall be aCCOl'lplished in the manner described below: l. Safety of Invested Funds 'Ihe city shall insure the safety of its invested idle funds by limiting credit and interest rate risks. Credit risk is the risk of loss due to the failure of the security issuer or backer. Interest rate risk is the risk that the market value of portfolio securities will fall due to an increase in general interest rates. a. Credit risk will be mitigated by: 1. Limiting investments to the safest types of securities; 2. By pre-qualifying the financial institutions with which it will do I::usiness; 3. By diversifying the investment portfolio so that the failure of anyone issuer or backer will not place an undue financial burden on the city; and 1 4. By monitoring all of the City's investJnents on a daily basis to anticipate and respond appropriately to a significant reduction of =editworthiness of any of the depositories. b. Interest rate risk will be mitigated by: 1. structuring the City's portfolio so that securities mature to meet the city's cash requirements for ongoing operations, thereby avoiding the need to sell securities on the open market prior to their maturation to meet those specific needs and; 2. Investing primarily in shorter-term securities, unless it is anticipated that long-term securities can be held to maturity without jeopardizing liquidity requirements. 3. Occasionally restructuring the portfolio to minimize the loss of market value and/or maximize cash flows subject to the constraints des=ibed in Section II.H. c. The physical security or safekeeping of the City's investJnents is also an :iJnportant element of safety. 2. Liauidity 'The City's investJnent portfolio must be structured in a manner which will provide the securities mature at the same time as cash is needed to meet anticipated demands. Additionally, since all possible cash demands cannot be anticipated, the portfolio should consist largely of securities with actiye secondary of resale markets. 3. Yield Yield on the city's inyestJnent portfolio is of secondary :iJnportance compared to the safety and liquidity objectives des=ibed above. Investments are limited to relatively low-risk securities in anticipation of earning a fair return relative to the risk being as5\.nlled. While it may occasionally be necessary or strategically prudent for the City to sell a security prior to maturity to either meet unanticipated cash needs or to restructure the portfolio, this Policy specifically prohibits trading securities for the sole purpose of speculating or taking an unhedged position the future direction of interest rates. 2 B. Time Frame for Investment Decisions The city's investment portfolio shall be structured to provide that sufficient furrls from investments are available every month to meet the city's anticipated cash needs. Subject to the safety provisions outlined above, the choice of investment instruments and maturities shall be based upon an analysis of anticipated cash needs, existing and anticipated revenues, interest rate trends and specific market opportunities. No investment shall have a maturity of more than ten years from it's date of purchase. No more than 25% of the portfolio may be invested with a maturity greater than five years without specific Council authorization. For purposes of control, the percentage limit shall be measured against the portfolio value when a specific investment is purchased. c. Definition of Idle or SurPlus Funds Idle or surplus furrls for the purpose of this Policy are all City furrls which are available for investment at anyone time, including the estimated checking account float, excepting those minimum balances required by the city's banks to coropensate them for the cost of banking-services. This Policy also applies to the idle or surplus furrls of other entities for which the City of CUpertino personnel provide financial management services. II INVESIMENI'S This section of the Investment Policy identifirs the types of instruments in which the city will invest its idle furrls. A. Cataqorv of Investments The citys investments are categorized below to give an indication of the level of risk assumed by the entity at year-end. CateQ'orv l, includes investments that are insured or registered or for which the securities are held by the city or its safekeeping agent in the city's name. CateQ'orv 2, includes uninsured and unregistered investments for which the securities are held by the broker's or dealer's trust department or agents in the city's name. Cateqorv 3, included uninsured and unregistered investments for which the securities are held by the broker or dealer, or by its trust department or agent, but not in the city's name. 3 B. Eliqible Securities No m:>re than 10% of the total portfolio shall be invested in the issuances of any single institution other than securities issued by the u.s. Government am its affiliated agencies. Additionally, no m:>re than 5% of the total portfolio shall be invested in the uninsured-un=llateralized issuances of any single institution. 1. Banker I s Acceptances - are negotiable time drafts drawn to finance the export, :il!1port or storage of goods. 'Ihey are termed "A=epted" when a bank a.sstnnes the obligation to make payment at maturity. lDcation: Dollar Limit: Maturitv: ~ Top 100 u.s. Domestic Banks = top 25 World Banks. 40% Not to exceed 270 days. 3 2. certificates of Deoosit - is a non-negotiable instrument with a depository (Bank or Savings & Loan) representing a =ntract specifying (1) a fixed rate of interest to be paid and 2) a fixed date on which the principal may be withdrawn (maturity date). A "C.D." is commonly referred to as a time deposit. lDcation: Dollar Limit: Domestic u.s. Banks Not to exceed 10% of the portfolio in arr;¡ single Bank or Savings and Loan. Not to exceed 24 m:>nths. 3 Maturitv ~ 3. Conunercial Paper - is a short term, negotiable, unsecured promissory note with maturities of 270 days or less. cities may purchase commercial paper issued by companies organized and operating within the u. S. and having total assets in excess of $500 million. lDcation: Dollar Limit: Maturitv: ~ Domestic u.s. Banks 30% Not to exceed 180 days. 3 4. Corporate Bond - debt instrument issued by a private =rporation as distinct from one issued by a government agency or a municipality. Corporate Boms typically have four distinguishing features (1) they are taxable, (2) they have a par value of $1,000, (3) they have a term maturity which means they =me due all at once - and are paid for out of a sinking fund accumulated for that purpose, (4) they are traded on maj= exchanges, with prices published in newspapers. lDcation: Dollar Limit: Maturitv: ~ Domestic u.s. Banks 30% Not to exceed 5 years. 3 4 5. Local Aaerv:;v Investment Fund - is a special Fund established by the California state Treasurer enabling the city to invest tenporarily idle monies in the state I s pooled money program. Bond proceeds may be invested in addition to IAIF limit. Location: Dollar Limit: Maturitv: ~ California state Treasury Not to exceed limit set by state Treasurer. On demand 1 6. Neqotiable Certificates of Deposit - is a negotiable instrument payable to the bearer. 'Ihe instrument will specify a maturity date and interest rate am can be sold in a secondary market. Location: Dollar Limit: Maturitv: ~ Domestic u.s. Banks 30% Not to exceed 24 months. 3 7. RePUrChase Ac!reements - is an investment transactions of very short time period. "Repo" instruments have the backing of pledged security. Repo transactions involve the sale of marketable U. S. Government securities and simultaneous commitment by the seller (Financial institution) to repurchase the security. Location: Dollar Limit: Maturitv ~ Banks and reporting dealers No limit Not to exceed 1 year. 2 8. United states Treasurv and Federal Aqencies - would include various instruments issued by the U. S. Treasury and agencies of the U. S. Government. The agencies include the Federal Home Loan Bank, Federal Fann Credit Bank, Federal national Mortgage Association and others. ~ 1 The instruments would include notes and other evidences of indebtedness of the respective agency. These instruments generally are longer term issues initially offered at a fixed price and actively traded in the secondary market. 5 C. Qualification of Brokers. Dealers and Financial Institutions Aside from lAIF, insured deposits, and U.S. Treasury and Goverrnnent Agency issues, investments shall be placed only in those instruments and institutions rated favorably by the Keefer Bruyer and Woods Bank and Savings and lDan Rating Service of Moody's Cormnercial Paper Recoros. For Banker's Acceptance depositories shall be limited to banks and savings and loans rated "B" or better, and selected najor California banks rated "C" or better. For Negotiable Certificates of Deposit, depositories shall be limited to banks and savings and loans rated "A/B" or better by Keefe, Bruyette and Woods. For Time Deposits over $100,000, depositories shall be limited to area banks and savings and loans whose =editworthiness as determined by financial statement analysis or other reliable rating services equal or exceeds the Keefe Bruyette and Woods "B" rating. The California Goverrnnent Code restricts cities to investing in commercial paper of the highest ranking provided for by Moody's Investment Service or standards and Poor's. Issuing corporations must be organized and operating within the United states and have total assets in excess of $500,000,000, and an "A" or higher rating for the corporation's own indebtedness other than camrnercial paper. The City nay not hold more than lO% of an issuing corporation's camrnercial paper . The California Goverrnnent Code restricts cities to investing in medium-term corporate notes of a maximum of three years naturity issued by corporations operating within the United states. Securities eligible for investment must be rated in the top three note rating categories (Moody's designations: Aaa, As, Ai standard & Poor's designations: AlIA, AA, A) by two of the three largest nationally recognized rating services (Moody's, standard & Poor's, Duff and Phelps). Medium-term corporate notes nay not exceed 15% of the City's portfolio. 6 D. Reauirement for Financial statements Each bank, savings and loan and security dealer, otheIWise qualified under the provisions of this policy, who wishes to do business with the city shall sul::init a copy of its latest financial statement to the City including a balance sheet and profit and loss statement. If the security dealer is a private partnership registered with the SEC, the following shall be required in lieu of a profit and loss statement: 1) disclosure of its excess net capital in the notes to the statement of financial condition, and 2) a separate letter from its CPA firm attesting to the fact that Rule 15c 3-1 has been complied with and the dealer I s internal systems and controls have no material inadequacies. The city requires that an agreement for services be executed prior to entrusting its funds to any dealer or financial institution, and that up-to-date financial statements be sent to the Director of Finance upon their issuance. E. Recruirements for RePUrchase Aqreements A repurchase agreement is a transaction in which a counter party agrees to transfer to the City securities or financial instruments in exchange for funds with a simultaneous agreement by the City to resell the securities to the counter party at a date certain. In such cases, the transferred securities shall be U.S. Treasury or Government Agency issues who market value at the time of transfer is equal to at least lOO percent of the repurchase agreement's face value. For other than overnight investments, the securities transferred shall be marked to market on a daily basis and maintained at an amount equal to at least 100 percent of the repurchase agreement face value. The market value of the transferred securities may be required to exceed the repurchase agreement's face value by an amount which is expected to protect against a sudden decrease in the market value of the transferred securities. The types of securities to be accepted as transferred securities in repurchase agreements in which the city is the J:uyer shall be limited to the types of eligible U.S. Treasury or Government Agency issues. 7 F. Reauirements for Restructurine¡ Transactions 1. General Definitions '!he restructuring process involves a changes in the composition of the portfolio such that the aggregate portfolio after all transactions are executed meets original goals and constraints of the Investment Policy and performance has been improved. Restructuring opportunities are not a function of time but rather a result of changing market conditions. Conditions that are generally favorable to restructurings are: 1) availability of more efficient issues, 2) changes in the shape of the yield curve or 3) changes in quality or set for spreads. A restructured portfolio nnlSt continue to generate sufficient cash flow to meet the City's cash requirements without inpairing the overall quality diversification constraints of the portfolio. 2. Specific Reauirements b. Prior conceptual approval shall be obtained in writing from the City Manager. d. A brief description of the executed restructuring transactions shall be included in the monthly investment report. e. Net sales gains or losses shall not be in=ed to the point of radically altering the =ent month's earned interest yield. III. SAFEKEEPING OF SECURITIES A. safekeepine¡ Aqreement '!he City shall contract with a bank or banks for the safekeeping of securities which are owned by the City as part of its investments portfolio or transfe:rred to the City under the te.nns of repurchase agreements. B. Handline¡ of citv-owned Securities and Time Deposit Collateral All securities owned by the city shall be held by its safekeeping agent, except the collateral for time deposits in banks and savings and loans. The collateral for time deposits in savings and loans is held by the Federal Horne lDan Bank. The collateral for time deposits in banks is held in the City's name in the bank's trust department. 8 c. Handlin:¡ of Repurchase Aclreement Securities The securities transferred to the city under the terms of repurchase agreements with banks may be held in the issuing bank's trust deparbnent provided that a master trust agreement has been executed insuring fiduciary separation of these terms of repurchase agreements with dealers must be delivered to a third-party custodian with which the city has established a safekeeping agreement. D. Security Transfers 'Ihe authorization to release city securities will be telephoned to the appropriate bank. A written confirmation outlining details for the transaction and confirming the telephoned instructions will be sent to the bank within 5 working days. IV. SI'RUCIURE AND RESroNSIBILITY This section of the Investment Policy defines the overall structure of the investment management program. A. Responsibilities of the Finance Deœrtment The City Treasurer is charged with responsibility for maintaining custody of all public funds and securities belonging to or under the control of the city, and for the deposit and investment of those funds in accordance with principles of sound treasury management and in accordance with applicable laws and ordinances. B. Responsibilities of the city Manaqer The city Manager is responsible for directing and supervising the City Treasurer. He or she is responsible further to keep the City council fully advised as to the financial condition of the city. c. Responsibilities of the citv Council The City council shall consider and adopt a written Investment Policy. As provided in that Policy, the Council shall receive, review, and accept I1\Onthly Investment Reports. V. REPORI'ING The city Treasurer shall prepare a monthly Investment Report, including a succinct management summary that provides a clear picture of the status of the =ent investment portfolio. The report will be prepared in a manner which will c::arrpare yield performance to lAIF, and allow the city Manager and city council to ascertain whether investment activities during the reporting period are in conpliance with Section I B, and Section II of this policy. 9 VI. REVIEW OF INVESIMENJ' MANAGEMENT A. Policv Exceptions While this Policy prescribes various maximums, Inll11.I!II.ImS and other relatively arbitrary numerical limits, it is intended primarily to be a management tool. Whenever an exception or violation of this Policy is made that fact shall be reported to the city Manager and the City Council within one J:usiness day of its discovery. Major exceptions are to be reported ilmnediately. SUdden large fluctuations in portfolio assets can cause technical exceptions to the various percentage limits of the Inves'bnent Policy which should not be interpreted as "reportable exceptions". SUch tenporary percentage exceptions need not be reported as violations or exceptions to this Policy. B. Policv Review This Inves'bnent Policy shall be reviewed armually to ensure its consistency with respect to the overall objectives of safety, liquidity and yield, and its relevance to =ent laws and financial trends . 10