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101-Staff Report.pdf ADMINISTRATIVE SERVICES DEPARTMENT CITY HALL 10 10UPERTINO, CA 95014-3255 TELEPHONE: (408) 777-3220 www.cupertino.org CITY COUNCIL STAFF REPORT Meeting: November 16, 2010 Subject Report for quarter ending September 2010 Recommended Action Accept the report Description Investments 6.2 million at September 30, September yield of 0.33% was down from the June 2010 yield of 0.38% and the year ago rate of 0.49% due to the portfolio safe and liquid mix of investments. The LAIF benchmark was at 0.50% for September, down from 0.53% in June and 0.75% a year ago, reflective of their move to a higher percentage of investments backed by the full faith and credit of the federal government. The cash balance decreased from June to September by $2.9 million due to sales tax consulting and sheriff contract payments. Eight million dollars in Treasuries and $1 million in Federal Agency notes that matured this quarter were re-invested into new Treasury notes and bills. Money market funds were also shifted into short-term Treasury bills. Investments are in full compliance with the City investment policy and State law and are tiered to provide sufficient cash flows to pay City obligations over the next six months. Market values on individual securities in the investment portfolio are provided by Wells Fargo Bank Institutional Trust Services using valuations from Interactive Data Pricing and Reference Data, Inc. The retiree medical PARS trust market value grew from $7 million to $7.1 million during the quarter ending September 30, 2010. The portfolio of money market, fixed income and equity mutual funds returned 1.91% for the quarter. Short-term volatility of market value is anticipated, with positive returns expected in the long run to fund future retiree medical obligations. General Fund Revenues and Expenditures Revenues, for the quarter ending September 30, 2010, are up 16% from a year ago, led by strong sales tax results in the business-to-business sector. Transient occupancy taxes, planning, and recreation service charges also experienced a good quarter while permit revenues continued to reflect the slow recovery in the building sector. Expenditures were up 2% over last year, in-line with budget expectations. _____________________________________ Prepared by: David Woo, Deputy City Treasurer Reviewed by: Carol A. Atwood, City Treasurer Approved for Submission by: David W. Knapp, City Manager Attachments: Investment Portfolio Pie & Rate of Return Chart & Compliance Schedule General Fund Budget Report