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01-18-2005 - November 2004 Treasurer's ReportCity of West Covina Memorandum AGENDA Item No. e - Date January 18, 2005 TO: Andrew G. Pasmant, City Manager and City Council FROM: Thomas Bachman, Director Finance Department SUBJECT: NOVEMBER 2004 TREASURER'S REPORT RECOMMENDATION: It is recommended the City Council receive and file this report. DISCUSSION: Section 53646 of the Government Code requires a city's chief fiscal officer to submit quarterly reports to their legislative body. This report is to include the type of investment, issuer, date of maturity, par and dollar amount invested on all securities, investments and money held by the local agency. It must also include a statement, that the portfolio is in compliance with the City's investment policy or manner in which it is not in compliance and note the ability of the local agency to meet its expenditure requirements for the next six months or provide an explanation as to why sufficient money may not be available. On January 1, 2001, AB943 took effect, amending the law to also require local agencies to submit reports to the State of California for the second and fourth quarters of each year. The most recent report submitted to the State was for June 2004. The Finance Department exceeds these requirements by submitting Treasurer's reports to the West Covina City Council each month. The November Report shows the City's portfolio increased from $42,643,143..36 on October 31, 2004 to $42,830,103.34 on November 30, 2004. Beginning with the May 2001 report, average maturity informatiori-has been provided for investments in the City's portfolio. The overall average maturity of the portfolio is 1710 days or approximately four years. This unusually long maturity is caused by two, long term, high interest investments made in the early 1980s, which constitute approximately thirty two percent of the portfolio. Approximately forty one percent of the portfolio is on deposit in the Local Agency Investment Fund (LAIF). These funds are completely liquid since the City could withdraw them at any time. The remaining twenty seven percent of the portfolio has an average maturity of less than two years. An explanation of the Treasurer's report features has been attached. Prepared by: Dennis Swink Controller Reloe viewed[Approved by: Thomas ac aii Finance Director How to Read the Treasurer's Report Summary Page. The monthly treasurer's report is comprised of two documents. The first provides a one -page summary of investments (Attachment -A). • A-1 provides a general description of investment type. • A-2 shows the balances for each investment type as of the end of the prior month. • A-3 shows how much was deposited in each category during the month. • A-4 shows withdrawals. • A-5 shows the balances in each investment category at the end of the month. • A-6 shows what percentage of the portfolio is invested in each investment category. • A-7, located in the left hand margin denotes an asterisked note, which states: "NEGATIVE BALANCE REFLECTS OUTSTANDING CHECKS". This refers to the negative bank balances shown in columns A-2 and A-5. These negative numbers are the result of a sweep account the City has set up with Wells Fargo bank. This enables us to keep the majority of our funds on deposit in an interest bearing account until outstanding checks clear the bank. When a check does clear, the required funds are automatically swept in from the interest bearing account into the checking account. With this arrangement, it is not uncommon for the City to have outstanding checks in an amount that exceeds the money on deposit in our Wells Fargo Checking Accounts. When this happens, these accounts show a negative balance. This should not be a concern as long as the amount on deposit in the Wells Fargo Sweep account is sufficient to cover the outstanding checks. • A-8, located in the left hand margin highlights the statements regarding compliance with the City investment policy and sufficient cash flow available to meet expenditures for the next six months. As discussed earlier, these statements are required. , • A-9 in the left hand margin and A-10 provide a kind of scorecard comparing the interest earned to six month treasury bills Portfolio Details. The second part of the report provides detailed information on individual investments as illustrated in Attachment-B. • B-1 lists the investment number assigned by City staff for tracking purposes. • B-2 lists investment type. (This information is required.) These are shown in their abbreviated form. The full titles of these abbreviations are in A-1 on the summary page. • B-3 lists the issuer. (This information is also required.) • B-4 shows the date of purchase. • B-5 shows the maturity date. (This information is required.) • B-6 shows the average days to maturity for each class of investment. • B-7 lists the CUSIP number. • B-8 lists the interest rate. • B-9 lists the yield. • B-10 lists the cost of each investment. (This information is required.) • B-11 lists the PAR value. (This information is required.) • B-12 lists the market value as of the end of the current month. (This information is required.) • B-13 lists the market value as of the end of the previous month. • B-14 tells the reader that the market values are provided by Union Bank. • • CITY OF WEST COVINA STATEMENT OF TREASURER'S ACCOUNTABILITY JULY 31, 2001 A-1 A-2 A-3 A-4 A-5 A-6 TYPES OF DEPOSITS: JUNE 30 DEPOSITS WITHDRAWALS July 31 CHECKING ACCOUNTS WELLS FARGO GENERAL CHECKING $ 110,463.49 13,383,165.05 $ 13,365,850.43 $ 127,778.11 WELLS FARGO GENERAL AUTO 8, LIABILITY (8,471.37) * 21,230.41 49,335.23 (36,576.19) * WELLS FARGO WORKER'S COMPENSATION (40,325.41) * 74,199.32 106,744.54 (72,870.63) WELLS FARGO PAYROLL (231,925.22) * 2,341,194.25 2,184,280.66 (75,011.63) WELLS FARGO BAIL/FINE _ WELLS FARGO CDBG DEFERRED LOAN PROGRAM 120,913.84 199.42 - 121,113.26 PACIFIC WESTERN NAT BANK DEFERRED LOAN PROGRAM 110,542.95 200,124.35 - 310,667.30 SUB -TOTAL $ 61,198.28 $ 16,020,112.80 $ 15,706,210.86 $ 375,100.22 0.543% OTHER INVESTMENTS: WELLS FARGO SWEEP $ 2,982,024.45 $ 5,494,859.08 $ 6,640,255.50 $ 1,836,628.03 2.658% ESCROW ACCOUNT 37,569.28 111.36 5.00 37,675.64 0.055% FEDERAL HOME LOAN BANK (FHLB) 6,959,010.00 - - 6,959,010.00 10.070% FEDERAL FARM CREDIT BANK (FFCB) 3,486,225.00 2,990,790.00 495,435.00 0.717% FEDERAL NATIONAL MORTGAGE ASSOCIATION (FNMA) 6,695,593.75 - .1,000,000.00 5,695,593.75 8.242% FEDERAL HOME LOAN MORTGAGE CORPORATION (FHLMC) 10,199,962.50 - - 10,199,962.50 14.759% CORPORATE MEDIUM TERM NOTES (MTN) 9,9 - 9,988,553.47 14.453% LOCAL AGENCY INVESTMENT FUND - CITY (LAIF) 372,959.35 364,609.87 30,000,000.00 43.410% LOCAL AGENCY INVESTMENT FUND - W.C.P.F.A. (LAIF) 1 3 1,826.66 - 139,861.52 0.202% LOS ANGELES COUNTY POOL (LACIP) 5 5 3,303,408.67 500,000.00 3,380,764.18 4.892% SUB -TOTAL 71,055,979.34 $ 9,173,165.12 $ 11,495,660.37 $ 68,733,484.09 99.457% . TOTAL $ 71,117,177.62 $ 25,193,277.92 $ 27,201,871.23 $ 69,108,584.31 100% A-7 *NEGATIVE BALANCE REFLECTS OUTSTANDING CHECKS A-8 It has been verified that this investment portfolio is in conformity with the City of West Covina's investment policy which was approved by the City Council on May 1, 2001. The investment portfolio provides sufficient cash flow liquidity to meet estimated expenditures for the next six months. This report is accurate with respect to all information received as of August 31 A-9 EARNED INTEREST YIELD THIS PERIOD: 6.565% A-10 SIX-MONTH TREASURY BILL YIELD: 3.45% REVIEWED BY: PREPARED BY: Dennis Swink, City Controller Angel F. Pateria, Departmental Aide SUBMITTED BY: APPROVED BY: Artie Fields, Acting Finance Director Marian V. Smithson, City Treasurer City of West Covina Portfolio Details. July 31, 2001 B-1 B-2 B-3 B-4 B-5 B-6 B-7 B-8 B-9 B-10 B-11 B-12 B-13 AVERAGE 7/31/2001 6/30/2001 INVESTMENT INVESTMENT ISSUER PURCHASE MATURITY DAYS TO CUSIP RATE YIELD COST PAR MARKET MARKET NUMBER TYPE DATE DATE MATURITY VALUE* VALUE* 5485 FFCB. U.S. GOVERNMENT AGENCY 03/02/00 07/02/01 31331HZF7 5.8750 5.9500. Matured 07-02-01 1,000,000.00 Matured 07-02-01 Matured 07-02-01 5486 FFCB U.S. GOVERNMENT AGENCY 03/03/00 07/27/01 31331HD46 6.5500 6.5900 Matured 07-27-01 1,000,000.00 Matured 07-27-01 Matured 07-27-01 5488 FFCB U.S. GOVERNMENT AGENCY 03/03/00 10/01/01 31331HG35 6.0000 6.0800 495,435.00 500,000.00 501,955.00 501,875.00 5465 FFCB U.S. GOVERNMENT AGENCY 01/14/99 01/14/02 31331RT96 5.4000 5.5500 Called 07-14-01 1,000,000.00 Called 07-14-01 Called 07-14-01 61 495,435.00 3,500,000.00 501,955.00 501,875.00 is 5487 FHLB U.S. GOVERNMENT AGENCY 03/08/00 09/17/01 0 5.8750 5.9600 989,190.00 1,000,000.00 1,002,340.00 1,002,810.00 5489 FHLB U.S. GOVERNMENT AGENCY 03/08/00 11/15/0 &E8 6.0000 6.0500 989,360.00 1,000,000.00 _ 1,007,030.00 1,007,500.00 5496 FHLB U.S. GOVERNMENT AGENCY 06/13/00 3133M9FE7 6.0000 6.9792 980,460.00 1,000,000.00 1,024,060.00 1,020,780.00 5444 FHLB U.S. GOVERNMENT AGENCY / / 2 3133M34N2 6.0700 6.2100 1,000,000.00 1,000,000.00 1,025,940.00 1,023,750.00 5445 FHLB U.S. GOVERNMENTAGENCY / / 3 3133M3DQ5 6.0050 6.2000 1,000,000.00 1,000,000.00 1,032,500.00 1,026,410.00 5450 FHLB U.S. GOVERNMENT AGENCY / 07/07/03 3133M4SW4 6.0000 6.2100 1,000,000.00 1,000,000.00 1,035,000.00 1,027,030.00 5473 FHLB U.S. GOVERNMENT AGENCY 02/24/99 02/24/04 3133WKE5 5.7550 6.0700 1,000,000.00 1,000,000.00 1,001,250.00 1,002,340.00 460 6,959,010.00 7,000,000.00 7,128,120.00 7,110,620.00 4770 FHLMC U.S. GOVERNMENT AGENCY 06/01/86 06/01/16 313400MC4 8.2500 7.6100 10,199,962.50 9,555,000.00 11,567,474.10 11,127,084,15 5341 10,199,962.50 9,555,000.00 11,567,474.10 11,127,084.15 2454 FNMA } U.S. GOVERNMENT AGENCY 12/10/85 12/10/15 3135861-163 10.3500 8.1400 3,688,593.75 3,000,000.00 4,235,160.00 4,086,090.00 5451 FNMA U.S. GOVERNMENT AGENCY 07/09/98 07/09/03 31364FX22 5.9000 6.1600 Called 07-09-01 1,000,000.00 Called 07-09-01 Called 07-09-01 5475 FNMA U.S. GOVERNMENT AGENCY 07/15/99 07/15/04 31364G2R9 6.5300 6.7500 2,007,000.00 2,000,000.00 2,049,380.00 2,045,000.00 3831 5,695,593.75 6,000,000.00 6,284,540.00 6,131,090.00 • 4693 LACIP LOS ANGELES COUNTY TREASURER 04/20/92 12/31/99 See Note N/A 4.6300 4.6300 3,380,764.18 3,380,764.18 3,380,764.18 3,380,764.18 3914 LAIF STATE OF CALIFORNIA 10/19/89 12/31/99 173 N/A 4.6350 4.6350 30,000,000.00 30,000,000.00 30,000,000.00 30,000,000.00 5273 LAIF STATE OF CALIFORNIA 12/01/93 12/31/99 See Note N/A 4.6350 4.6350 139,861.52 139,861.52. 139,861.52 139,861.52 5476 MNYMKT MARQUETTE NATIONAL BANK 04/01/99 04/01/04 See Note -N/A 3.5500 3.7200 37,675.64 37,675.64 37,675.64 37,675.64 City of West Covina Portfolio Details July 31, 2001 AVERAGE 7/31/2001 6/30/2001 INVESTMENT INVESTMENT I ISSUER PURCHASE MATURITY I DAYS TO CUSIP RATE YIELD COST PAR MARKET MARKET I :] NUMBER TYPE DATE DATE MATURITY VALUE* VALUE* 5457 MTN NATIONSBANK CHARLOTTE NC 08/03/98 5463 MTN MERRILL LYNCH & CO INC 01/14/99 5499 MTN ASSOC. CORP OF N.A. 06/16/00 5460 MTN MERRILL LYNCH & CO INC 10/05/98 5462 MTN SALOMON SMITH BARNEY HLDGS 1 10/14/98 5491 MTN COMMERCIAL CREDIT COMPANY 04/24/00 5493 MTN GENERAL ELECTRIC CAPITAL CORP 06/15/00 5494 MTN FORD MOTOR CREDIT CO 06/15/00 • 5495 MTN HEWLETT-PACKARD CO 06/15/00 B-14 • STOCK ** SOUTHWEST WATER COMPANY * MARKET VALUES HAVE BEEN PROVIDED BY UNION BANK. 08/01/01 63858JEE5 5.8500 5.9700 12/10/01 59018SC85 6.1000 6.2200 09/30/02 045906KB9 6.7300 7.3293 02/12/03 590188HZ5 6.0000 6.2000 05/15/03 79549BCL9 6.2500 6.4900 08/01/04 201615DS7 6.5000 6.7500 02/15/05 36962GUM4 03/15/05 345397 1.07.1701 7.6000 06/15/05 4 .7.1792 04/16/86 aVC01-751- 4533110 N/A 1551 TOTALS: 1,000, 000.00 1,000, 000.00 1,000,000.00 1,001,480.00 1,015,060.00 1,000,000.00 1,009,130.00 1,010,340.00 987, 540.00 1,000,000.00 1,028,940.00 1,028,490.00 2,015,010.00 2,000,000.00 2,050,640.00 2,034,420.00 1,000,950.00 1,000,000.00 1,029,220.00 1,020,280.00 972,370.00 1,000,000.00 1,039, 310.00 1,023,430.00 1,002,970.00 1,000,000.00 1,078,280.00 1,061, 590.00 995,903.47 1,000,000.00 1,057,520.00 1,039,040.00 998, 750.00 1,000,000.00 1,049,100.00 1,034,680.00 9,988,553.47 10,000,000.00 10,342,140.00 #REF! Sold 07-11-01 Sold 07-11-01 Sold 07-11-01 Sold 07-11-01 66,896,856.06 69,613,301.34 69,382,530.44 #REF! Note: Average Maturity - Liquid, variable rate interest accounts including the Wells Fargo Sweep, LACIP and the Marquette Money Market were not included in calculation of average maturity because the City has no control over the term of underlying investments and funds can be withdrawn at any time. LAIF was included because excluding this sizeable balance skews the overall average. ** Southwest Water Company was sold in July 2001. CITY OF WEST COVINA STATEMENT OF TREASURER'S ACCOUNTABILITY NOVEMBER 30, 2004 • TYPES OF DEPOSITS: OCTOBER 31 DEPOSITS WITHDRAWALS NOVEMBER 30 CHECKING ACCOUNTS WELLS FARGO GENERAL CHECKING $ 426,404.34 $ 12,876,889.45 $ 12,014,126.74 $ 1,289,167.05 WELLS FARGO BANK GEN AUTO & LIABILITY (0.00) 6,121.50 10,705.72 (4,584.22) * WELLS FARGO BANK WORKER'S COMPENSATION 99.64 63,153.79 73,336.94 (10,083.51) WELLS FARGO PAYROLL (256,636.89) * 3,473,011.58 3,284,871.42 (68,496.73) * WELLS FARGO CDBG DEFERRED LOAN PROGRAM 122,025.90 10.34 - 122,036.24 PACIFIC WESTERN NAT BANK DEFERRED LOAN PROGRAM 29,045.41 23,459.93 32,649.93 19,855.41 PACIFIC WESTERN NAT BANK CITY COUNCIL DEBIT CARDS 18,607.55 - 298.75 18,308.80 SUB -TOTAL $ 339,545.95 $ 16,442,646.59 $ 15,415,989.50 $ 1,366,203.04 3.190% OTHER INVESTMENTS: WELLS FARGO SWEEP $ 158,971.12 $ 4,754,908.71 $ 4,348,371.42 $ 565,508.41 1.320% FEDERAL NATIONAL MORTGAGE ASSOCIATION (FNMA) 3,688,593.75 . 1,000,000.00 - 4,688,593.75 ** 10.947% FEDERAL HOME LOAN MORTGAGE CORPORATION (FHLMC). 10,199,962.50 - - 10,199,962.50 ** 23.815% FEDERAL HOME LOAN BANKS (FHLB) 1,000,000.00 1,000,000.00 - 2,000,000.00 4.670% CORPORATE MEDIUM TERM NOTES (MTN) 2,997,623.47 - 2,997,623.47 6.999% LOCAL AGENCY INVESTMENT FUND - CITY (LAIF) 21,095,446.45 1,250,000.00 4,500,000.00 17,845,446.45 41.666% LOS ANGELES COUNTY POOL (LACIP) 3,163,000.12 3,765.60 3,166,765.72 7.394% SUB -TOTAL $ 42,303,597.41 $ 8,008,674.31 $ 8,848,371.42 $ 41,463,900.30 96.810% TOTAL $ 42,643,143.36 $ 24,451,320.90 $ 24,264,360.92 $ 42,830,103.34 100% *NEGATIVE BALANCE REFLECTS OUTSTANDING CHECKS ** These two high interest long term investments were made before State Law limited investments to a maximum five-year term. It has been verified that this investment portfolio is in conformity with the City of West Covina's investment policy which was approved by the City Council on February 17, 2004. The investment portfolio provides sufficient cash flow liquidity to meet estimated expenditures for the next six months. This report Is accurate with respect to all information received as of December 29, 2004. EARNED INTEREST YIELD THIS PERIOD: 4.423% SIX-MONTH TREASURY BILL YIELD: 2.270% DBY: Dennis Swink, City Controller SUBMITTE BY: Thomas achm finance Director PREPARED 13 Angel F. Pat a, Revenue Services Supervisor AFOR VE Y: !GGl Marian V. Smithso , City Treasurer City of West Covina Portfolio Details November 30, 2004 3 AVERAGE PAR 11/30/2004 10/31/2004 INVESTMENT INVESTMENT ISSUER PURCHASE MATURITY DAYS TO CUSIP RATE YIELD COST PAR MARKET MARKET NUMBER TYPE DATE DATE MATURITY VALUE' VALUE` 04-03 FHLB U.S. GOVERNMENT AGENCY 11/30/04 05/30/07 3133X9EV8 3.180 04-01 FHLB U.S. GOVERNMENT AGENCY 09/08/04 12/08/06 3133XBBR2 3.060 814 86-01 " FHLMC U.S. GOVERNMENT AGENCY 06/01/86 06/01/16 313400MC4 8.250 4141 04-02 FNMA U.S. GOVERNMENT AGENCY 11/22/04 11/22/06 31359MVVRO 3.000 85-01 " FNMA U.S. GOVERNMENT AGENCY 12/10/85 12/10/15 313586UB3 10.350 3360 92-01 LACIP LOS ANGELES COUNTY TREASURER— 04/20/92 212 N/A 1.880 89-01 LAIF STATE OF CALIFORNIA 10/19/89 191 N/A 2.003 00-01 MTN GENERAL ELECTRIC CAPITAL CORP 06/15/00 02/01/05 36962GUM4 7.250 00-02 MTN FORD MOTOR CREDIT CO 06/15/00 03/15/05 345397SQ7 7.500 00-03 MTN HEWLETT-PACKARD CO 06/15/00 06/15/05 428236AD5 7.150 121 1710 TOTALS: "MARKET VALUES HAVE BEEN PROVIDED BY UNION BANK. " These two high interest long term investments were made before State Law limited investments to a maximum five-year term. — For this month's report, October 2004 LACIP Weighted Average Days to Maturity was used due to the unavailability of November figures as of the writing of this report. Note: The Wells Fargo Sweep account was not included in the calculation of average maturity. 3,180 1,000,000.00 1,000,000.00 995,000.00 3.060 1,000,000.00 1,000,000.00 996,560,00 1,001,560.00 2,000,000.00 2,000,000.00 1,991,560.00 1,001,560.00 7.728 10,199,962.50 9,555,000.00 12,227,437.95 12,520,012.05 10,199,962.50 9,555,000.00 12,227,437.95 IZ520,012.05 3.000 1,000,000.00 1,000,000.00 995,630.00 - 8.418 3,688,593.75 3,000,000.00 4,318,140.00 4,423,140.00 4,688,593.75 4,000,000.00 5,313,770.00 4,423,140.00 1.680 3,166,765.72 3,166,765.72 3,166,765.72 3,166,765.72 2.003 17, 845,446.45 17.845, 446.45 17, 845,446.45 17, 845,446.45 7.229 1, 002, 970.00 1, 000, 000.00 1,007,650.00 1, 012, 04 0.00 7.531 995, 903.47 1,000,000.00 1,012,610.00 1,017,720.00 7.159 998,750.00 1,000,000.00 1,023,350.00 1,028,800.00 2,997,623.47 3,000,000.00 3,043,610.00 3,058,560.00 40,898,391.89 39,567,212.17 43,588,590.12 42,015,484.22