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HomeMy WebLinkAbout5/15/2013 - STAFF REPORTS - 2.H. .lO�PALM Sp9 iy c V N �rbYlif� C4<�FORN`P City Council Staff Report DATE: May 15, 2013 CONSENT CALENDAR SUBJECT: TREASURER'S INVESTMENT REPORT AS OF MARCH 31, 2013 FROM: Geoffrey S. Kiehl, Director of Finance and Treasurer BY: Department of Finance and Treasury SUMMARY Attached is the Treasurer's Investment Report as of March 31, 2013. The report includes the face value and coupon rate (if applicable) of the investments and the source for the market value estimate. The City's total invested cash is $96,381,904 plus $20,191,058 in bond issue capital projects, reserve and debt service funds. The market value of the invested cash is $96,608,446. RECOMMENDATION: Receive and File Treasurer's Investment Report as of March 31, 2013. STAFF ANALYSIS: The attached report includes the face value and coupon rate (if applicable) of the investments and the source for the market value estimate. Also included is information on the investments of bond issue reserve, debt service and related funds. The investments, in type, maturity and as a percentage of the total portfolio, are in compliance with the existing City Council-approved investment policy with one exception: the FICO notes ($500,000, 4/16/18, 9.8%) exceed the 5 year limitation on maturities (Detail of Investments, Long Term Investments, U.S. Govt. Agency Securities). The investment in question was purchased prior to the adoption of the 5-year limitation. Since it appears to represent no additional risk either because of credit-worthiness or liquidity, earlier councils decided to allow it to be retained in the investment pool because the yield is higher than attainable ITEM NO. ^H City Council Staff Report May 15 2013 — Page 2 Treasurer's Investment Report as of March 31, 2013 under current market conditions. We recommend that this exception to the policy be continued. The weighted average maturity (WAM) of the portfolio is 98.77 days. The maximum WAM allowed by the Investment Policy is 1095 days. The current portfolio and expected revenue cash flow will be sufficient to meet budgeted expenditure requirements for the next six months and the foreseeable future thereafter. FISCAL IMPACT: None Geoffrey S. Kiehl, Director of Finance and Treasurer Attachments: Treasurer's Investment Report 02 CITY OF PALM SPRINGS TREASURER'S MONTHLY REPORT SUMMARY OF INVESTMENTS March 31, 2013 On Call Deposits Adjusted Basis Category Total Percentage Checking Account $ 4,472,390 CalTrustShortTerm 22,162,170 CalTrust MidTemr 18,166,137 State Pool 15,012 $ 44,815,710 46.50% S ort Term Investments 1 ear or less U.S.Gov't Agencies 49,069,000 49,069,000 50.91% Me mm Term Investments 1 year to 3 ea S Corporate Notes 1,000,000 Time Deposits 200,000 U.S.Gov't Agencies 0 1,200,000 1.25% Long Term Investments 3 year to 5 ears Time Deposits 798,600 U.S.Gov't Agencies 498,594 1,297,194 1.35% $ 96,381,904 100.00% *Some investments made prior to the implementation of the current Investment Policy exceed the 5 year limit trewrep 4/24/2013 O W TREASURER'S MONTHLY REPORT DETAIL OF INVESTMENTS March 31, 2013 Par Coupon Maturity or Yield Adjusted Category (memo only) Prior Qtr. Value Rate Rating Call Date to Maturity Cost Basis Total Market Value Market Value Oa Call Deposits Checking-Bank of Am erica E N/A N/A AAA open None 4,472,390 $ 4,472,390 1874,963 CalTrst ShortTerm• N/A N/A op. 0.30% 22,162,170 22,169,999 27,148,244 Carfrust MidTerm N/A N/A open 067% 18,166,137 18,148,193 18,112,139 Local Agency Invest Fund(LAIF) 15,012 variable N/A open 0.285% 15,012 15,027 15,029 44,815 710 Short Term Investmems (1 year 0r less) U.S.Gott Agency Securities Federal Fans Credit Bank 1,000,000 0.80% N/A 10/23/12 0,80% 998,750 1,000,050 1,000,060 Federal Farm Credit Bank 1,000,000 0.90% N/A 11/15/12 0.90% 999,000 999,870 999,970 Federal Farm Credit Bank 1,000,000 0.85% N/A 11/15/12 0.85% 999,000 1,000 060 1.000 070 Federal Fart Credit Bank 2,000,000 0 92% N/A 12/05/12 0.92% 1,998,500 1997,980 1998,125 Federal Home Loan Bank 2,000,000 100% N/A 12/18/12 1.00% 1,999,000 1998,400 2000,140 Federal Home Loan Mortgage Corporation 2,000,000 1 03% N/A 02/28/13 1.03% 0 0 2,003 060 Federal Home Loan Bank 2,000,000 1.10% N/A 03/01/13 1.10% 2,000,000 1999,520 0 Federal National Mortgage Association 2,000,000 1.10% N/A 0320/13 1,10% 0 0 2,002,760 Federal Home Loan Bank 2,000,000 1.250% N/A 03/22/13 1,250% 2,000,000 2,001,140 2,001,020 Federal National Mortgage Association 2,000,000 1.125% N/A 03/28/13 1,125% 0 0 1,997,020 Federal National Mortgage Association 1,000,000 2,50% N/A 04/18/13 2.50% 1000,000 1,001,120 1,006,420 Federal Farm Credit Bank 2,000,000 1,12% N/A 05/20/13 1.12% 2,000,000 2,001,640 0 Federal National Mortgage Association 2,000,000 100% N/A 06/06/13 1,00% 2,000,000 2,001 960 2,004,400 Federal National Mortgage Association 2,000,000 1.00% N/A 06/07/13 1,00% 2,000,000 2,003,500 2,007,640 Federal Home Loan Mortgage Corporation 5,000,000 2.00% N/A 07/07/13 2.00% 5,079,750 5,029,100 5,049,950 Federal Home Loan Mortgage Corporation 1,000,000 1.00% N/A 07/11/13 1,00% 1,000,000 997,010 0 Federal Home Loan Mortgage Corporation 2,000,000 1,05% N/A 07/16/13 1.05% 2,000,000 1,999,860 0 Federal Home Loan Bank 1,000,000 1,00% N/A 07/30/13 1.00% 1,000,000 998,640 0 Federal Home Loan Bank 1,000,000 1.05% N/A 08/12/13 105% 1,000,000 1.000,000 0 Federal Farm Credit Bank 2,000,000 0,98% N/A 08/15/13 0 98% 1,997,000 2,005,240 2,007.400 Federal National Mortgage Association 1,000,000 1 00% N/A 08/28/13 1,00% 998,000 1,002,400 1,003,200 Federal National Mortgage Association 2,000,000 1.10% N/A 08/28/13 1.10% 2,000,000 2,006,040 2,008,300 Federal Home Loan Mortgage Corporation 2,000,000 1.00% N/A 0920/13 1,00% 2,000000 2,003,100 2,005,440 Federal Home Loan Mortgage Corporation 2,000,000 1 04% N/A 0927/13 1.04% 2,000,000 2,003,460 2,005,860 Federal National Mortgage Association 2,000,000 1.07% N/A 09/27/13 1.07% 2,000,000 2,006,720 2,007,560 Federal National Mortgage Association 4,000,000 1.03% N/A 01/30/14 103% 4,000,000 3,999,760 0 Federal Home Loan Mortgage Corporation 2,000,000 1.125% N/A 0224/14 1,125% 2,000,000 2,009,520 2,011,820 Federal National Mortgage Association 2,000,000 1.10% N/A 03/12/14 1.10% 2000,000 2,009,140 0 Federal Home Loan Mortgage Corporation 2,000,000 1,20% N/A 03/20/14 120% 2,000,000 1996,250 0 49,069,000 ncasrep C) 4/24/2013 4�b- TREASURER'S MONTHLY REPORT DETAIL OF INVESTMENTS March 31, 2013 Par Coupon Maturity or Yield Adjusted Category (memo only) Prior Qtr. Value Rate Rating Call Date to Maturity Cost Basis Total Market Value Market Value Medium Term Investments (1 year to 3 years) Corporate Notes General Electric Capital Corporation 1,000,000 1.20% AUAA+ 04/13/15 1.20% 1,000,000 995,040 991,650 1,000,000 Time Deposits Ally Bank CD 200,000 1.15% N/A 7/27/15 1.15% 200,000 200,000 200,000 200,000 U.S.Gov't Agency Securities 0 Long Term Investment (3 years to 5 years) Time Deposits GE Cap Retail Bank CD 200,000 1.35% N/A 7/20/16 1.35% 200,000 204,986 205,555 GE Cap Bank CD 200,000 1.35% N/A 7/20/16 1.35% 200,000 204,986 205,555 Goldman Sachs Bank CD 200,000 1.80% N/A 7/25117 1.80% 198,600 208,646 209,539 Discover Bank CD 200,000 1.70% N/A 7/26/17 1.70% 200,000 207,790 208,635 798,600 U.S.Gov't Agency Securities Financing Corporation(FICO) 500,000 9.80% N/A 04/06/18 9.80% 498,594 709,910 715,089 498,594 $ 96,381,904 $ 96,608,446 $ 88,006,612 Total Invested Cash *Includes the following deposits of non-City funds: Principal Interest Total Palm Springs Historical Society 250,000 585 250,585 treasrep 04/24/2013 TREASURER'S MONTHLY REPORT MISCELLANEOUS AND TRUST ACCOUNTS March 31, 2013 Yield Adjusted Par Value Coupon Rating Maturity to Maturity Cost Basis Category Total Total Invested Cash $ 96,381,904 $ 96,381,904 $ 96,381,904 Miscellaneous Accounts Petty Cash 4,000 N/A N/A open None 4,000 Trust&Agency-Bank of America 984,299 N/A N/A open None 984,299 Downpayment Assistance(Housing Fund)-JP Morgan Chase 33,807 0.10% N/A open 0.15% 33,807 Workers Compensation-Bank of America 6,549 N/A N/A open None 6,549 General Liability-Bank of America 27,200 N/A N/A open None 27,200 1930's General Store Museum-Bank of America 5,420 N/A N/A open None 5,420 On-Line Credit Card Fire Inspection Fees 64,538 N/A N/A open None 64,538 -Bank of America On-Line Credit Card Transportation Permits 7,498 N/A N/A open None 7,498 1,133,311 -Bank of America Total Cash Deposited $ 97,515,215 treasrep 04/24/2013 O iT TREASURER'S MONTHLY REPORT BOND ISSUE RESERVE, DEBT SERVICE & RELATED FUNDS March 31, 2013 Par Coupon Yield Adjusted Category (memo only) Prior Qtr. Value Rate Rating Maturity to Maturity Cost Basis Total Market Value Source Market Value 2004/2012 Convention Center Invesco Government&Agency Private 245,841 variable AAA open 0,01% 245,841 245,840 Bank of NY Mellon 245,831 Cash 112,720 112,720 112,720 Bank of NY Mellon Federal Home Loan Morgtgage Corporation 5,465,000 4,125% N/A 9/27/13 193% 5,867,848 5,573,152 Bank of NY Mellon 5,624,359 6,226,409 1991/01 Series B-Housing Invesco Government&Agency Private 742,414 variable AAA open 0.02% 742,414 742,414 Bank of NY Melton 478,091 742,414 1994/04 Series A&B Invesco Government&Agency Private 1,261,344 variable AAA open 001% 1,261,344 1,261,344 Bank of NY Mellon 97,713 Federal Home Loan Mortgage Corporation 965,000 4.125% N/A 9/27/13 1.93% 1,036,134 984,097 Bank of NY Mellon 993,139 Federal Home Loan Mortgage Corporation 571,000 4.125% N/A 9/27/13 1.93% 613,091 582,300 Bank of NY Mellon 587,650 2,910,569 1998 Airport PFC Invesco Government&Agency Private 1,103,589 variable AAA open 0,01% 1,103,589 1,103589 Bank of NY Mellon 623553 Cash 37,701 37,701 37,701 Bank of NY Mellon U.S.Treasury Note 918,000 1.375% N/A 3/15/13 1.55% 0 0 Bank of NY Mellon 920,332 1,141,290 2001 Assessment District 157/158 Invesco Government&Agency Private 1 variable AAA open 0.00% 1 1 Bank of NY Mellon I 1 2002 Parking Structure Cash 336 336 336 Bank of NY Mellon 3 Invesco Government&Agency Private 2,461 variable AAA open 0,01% 2,461 2,461 Bank of NY Mellon 2,567 2,797 2004 Assessment District 161 Invesco Government&Agency Private 399,163 variable AAA open 0,02% 399,163 399,163 Bank of NY Mellon 190,999 CIT Bank,Salt Lake City,Utah 205,000 3.05% N/A 1128/13 1.87% 0 0 Bank of NY Mellon 205,456 399,163 treasmy, 4/24/20B C) TREASURER'S MONTHLY REPORT BOND ISSUE RESERVE, DEBT SERVICE & RELATED FUNDS March 31, 2013 Par Coupon Yield Adjusted Category (memo only) Prior Qtr. Value Rate Ratine Maturity to Maturity Cost Basis Total Market Value Source Market Value 2004 Assessment District 162 Invesco Government&Agency Private 158,628 variable AAA open 0 02% 158,628 158,628 Bank of NY Mellon 68,814 Capital One Bank USA National Association 88,000 4.15% N/A 3/5/13 1,80% 0 0 Bank of NY Mellon 88,606 159,629 2005 Assessment District 164 Invesco Government&Agency Private 367,702 variable AAA open 0 02% 367,702 367,702 Bank of NY Mellon 96,053 Citizens Bank,Flint,Michigan 245,000 1.85% N/A 3/4/13 1.80% 0 0 Bank of NY Mellon 245000 Capital One Bank USA National Association 25,000 4.15% N/A 3/5/13 1,80% 0 0 Bank of NY Mellon 25,172 367,702 2006 Airport PFC Invesco Government&Agency Private 1,529,821 variable AAA open 0.02% 1,529,821 1,529,821 Bank of NY Mellon 854462 Cash 128,994 128,994 128,994 Bank of NY Mellon U.S.Treasury Note 855,000 1.375% N/A 3/15/13 1,55% 0 0 Bank of NY Mellon 857,172 658,815 2007 Merged Project#1 &#2 Invesco Government&Agency Private 0 variable AAA open 0,01% 0 0 Bank of NY Mellon 0 0 2007 Refunding Lease Revenue Bonds Cash 1,418,350 1,418,350 1,418,350 Bank of NY Mellon Invesco Government&Agency Private I variable AAA open 0,01% 1 1 Bank of NY Mellon 1 1,418,351 2008 Airport PFC Refunding Invesco Government&Agency Private 32,027 variable AAA open 0.02% 32,027 32,027 Bank of NY Mellon 19,591 Federal Home Loan Mortgage Corporation 603,000 4.125% N/A 9/27/13 1 93% 647,450 614,933 Bank of NY Mellon 620,583 679,477 Reserve for 2012 Downtown Revitalization Lease Revenue Bond Invesco Government&Agency Private 3,188,823 variable AAA open 0,01% 3,188,823 3,188,823 Bank of NY Mellon 3,188,664 3,188,823 Funds With Century Golf 1,296,620 1,296,620 1,296,620 CenturyGolf 321,066 1,296,620 Totals 20,191058 19,781,017 $ $16,354,869 Ireasrep 04/24/2013 CD (DO TREASURER'S MONTHLY REPORT CALCULATION OF INVESTMENT LIMITATIONS March 31, 2013 Allowable Percentages By Maturity: Minimum Maximum Current Mo. 1 day to 365 days $8,000,000 N/A $93,884,710 1 year to 3 years 0.00% 50.00% 1.25% 3 years to 5 years 0.00% 30.00% 0.83% over 5 years N/A N/A 0.52% By Type of Investment: Bankers Acceptance - in total N/A 40.00% 0.00% Bankers Acceptance - single bank N/A 20.00% 0.00% Commercial Paper N/A 15.00% 0.00% Time Deposits N/A 30.00% 1.04% Corporate Notes N/A 20.00% 1.04% Money Market Mutual Funds N/A 10.00% 0.00% Mortgage Pass Thrus N/A 10.00% 0.00% U.S. Government Agencies N/A 60.00% 51.43% U.S. Treasury Notes/Bonds N/A N/A 0.00% treamp 04/24/13 C rX Cala lanoo of WagMc l Avg Mammy MaNre C..' No,of Days%Ca t Dcic Dow Days 41,364 41365 41364 i IA72,191) 41,365 41,364 1 22,162,170 41,365 41,364 1 18,166,117 41J65 41,364 1 15.012 41365 41364 1 998.950 41365 41364 1 999.000 41,365 41364 1 999,OW 41365 41,364 1 1.99xsW 41365 41364 1 1.949,000 41364 41364 0 0 41,365 41364 1 2.WOA00 41364 41364 0 0 41.365 413M I 2.000MO 41,364 41364 0 0 41,382 41,364 I8 18,WOAW 41,414 41,364 50 IW,W0,000 41p31 41,364 67 134,000.000 41,432 41,364 68 136.000,000 4L462 41364 98 497,815,500 CAN 41364 102 102,000,000 41.471 41364 IV 214.WO.WO 41,485 41,364 121 121.WOAW 41,499 41364 134 134,000,000 41,501 41364 137 273S89AW 4L514 41364 IN 149,7OO.ODO 41,514 41364 IN 3W.W.w 41,517 41364 173 146.WO.WO 41,544 41,364 I80 3W.000.OW 41,544 41,364 180 360,000,000 41.669 41,364 305 1,220.000AW 41.694 41,364 310 660.000,000 41,710 41,364 346 692.000,0W 41,718 41364 354 708.000.000 42.107 41364 743 743.000.000 42,212 41,3W 848 169,6W,W0 4Z571 41364 13137 241,400,000 42.571 41,364 1,200 241.00,000 42,941 41,364 1,577 313,192,200 42,942 41,364 1,578 315,WO,OW 43,196 41364 L832 913,424108 9319,530" Trial 1vc5N sI Cm %,381,904 WAM is Days 98,77 10