Review Agenda Item
Meeting Date: 4/28/2022 - 6:00 PM
Category: Future Action Item(s)
Type: Info
Subject: Review of Investment Policy
District Goals:
Goal 1
Thriving Students
Goal 2
Engaged Community
Goal 3
Empowered Staff
Enclosure
File Attachment:
Investment Policy Presentation.pdf
Investment Policy CDA(LEGAL).pdf
Investment Policy CDA(LOCAL).pdf
Investment Policy Admin Reg 2022 2023.pdf
Investment Policy RESOLUTION - May 26 2022.pdf
Summary: In aligning our policies and regulations to the Public Funds Investment Act, we continue to consider safety and preservation of principal as the primary objective. Our investments are in fully collateralized depository accounts and pools investing in government instruments. In compliance with PFIA, we will present for your review our current CDA (Legal), CDA(Local) policies and the Administrative Regulation that accompanies the policies at our May 26 Board meeting.
Budgetary Impact: No budgetary impact.
Recommendation: None at this time. This is a future action item.
Approvals:
Recommended By:
Signed By:
Stacey Adrian - Chief Financial Officer
Signed By:
Michael McFarland - Superintendent