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HomeMy WebLinkAbout10/17/2012 - STAFF REPORTS - 2.I. PALMS* A. Pi Z c u En * M1C�'M1ovsE 0 Cq�IFORN�P+ City Council Staff Report DATE: October 17, 2012 CONSENT CALENDAR SUBJECT: TREASURER'S INVESTMENT REPORT AS OF AUGUST 31, 2012 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 August 31, 2012. 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 $97,253,516 plus $18,491,906 in bond issue capital projects, reserve and debt service funds. The market value of the invested cash is $97,651,810. RECOMMENDATION: Receive and File Treasurer's Investment Report as of August 31, 2012. 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. City Council Staff Report October 17, 2012 — Page 2 Treasurer's Investment Report as of August 31, 2012 under current market conditions. We recommend that this exception to the policy be continued. The weighted average maturity (WAM) of the portfolio is 124 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. Kehl, Director of Finance and Treasurer Attachments: Treasurer's Investment Report 02 treasrep CITY OF PALM SPRINGS 9/25/2012 TREASURER'S MONTHLY REPORT SUMMARY OF INVESTMENTS August 31, 2012 On Call Deposits Adjusted Basis Category Total Percentage Checking Account $ 1,506,434 Heritage Money Market Fund 0 CalTrust ShortTerm 34,086,504 CalTrust MidTemn 18,077,395 State Pool 15,000 $ 53,685,333 55.20% Short Term Investments (1 year or less) U.S.Gov't Agencies 37,070,989 37,070,989 38.12% Medium Term Investments (1 year to 3 years) Corporate Notes 1,000,000 Time Deposits 200,000 U.S.Gov't Agencies 4,000,000 5,200,000 5.35% Long Term Investments (3 year to 5 years) Time Deposits 798,600 U.S.Gov't Agencies 498,594 1,297,194 1.33% $ 97,253,516 100.00% *Some investments made prior to the implementation of the current Investment Policy exceed the 5 year limit 03 9 R3 fi3z3 � �, vO o 3eme333�saa3eaoee3��$� ��gBs� a� � ggzzwzaii Fz :� Yzzz < a aaa - >»>_»=_�=e�> »>»>88o_=aa== 8 z ��mee ?3�s4=44��.aee �44��4�Y o z zzzzzzzzzzzzzzzzzzzzzz z zzzzz YYY g a'a'a'a'a'a'a aaaaaaaaa's a>>aa i'a o3 p In - D C r � �5i N z a m _ _ m ° s�= - y 4 Y 3' $cccac _cmoa>_ -Av »>ooc'o�'000000o za�..o�. r�mm�v��vmm mm m�vm�mmam�mm�v 5v�v 5e�v rg ran n� r arm'. FiF' firir' f2,2-i'r. r _ __ R z zziziiz'z izizzzzzzi?zzzzzzzzi K KcKKKKKKKKKKKKKKKKKKKCKKKKKK 33333333333333333333333333333 3 oneorep TREASURER'S MONTHLY REPORT D925/2012 DETAIL OF INVESTMENTS August 31,2012 Cwpon Mawdn or Yield Ad maoa (memo only) Prom rnr. Pelf Value Ram Ealing Call Date an Mean, Coat Bmvia Camgoly Toml Merkur Value Source Markel Venue n4eamm Tmm Inve6lmenla l Laarm3re.ra) Cerpomm NoBe Gem-1 El,cm.Cap.)CoWenion Low000 1MI. Al/AA, W/13115 120% IO04WU 993san Book of NY Mellon 111911, Time Noma. Mly Bank CD 200000 1.15% N/A 7127/15 1.15% 200000 2000100 II 2000U0 U.S.Oovt Agmtcy Seemnim PNatl Hone Loan Mmlgage CmponAon 2,000.000 1.13% N/A 112R4/14 1.125%e 2,000mlo 2012660 Bank of NY Mellon 20U_140 Pdual Nalional Mon,,Aameimon 2,000,000 LIP/e N/A 03R0/14 LIOW/n 2.000M0 2,g14340 Bank of NY Mellon 2.011.04D 4.om.0oo Long Tam Im'almenl (3 ve ar 1.5 ears) Tome D,a,ila BE Cap Be.,[Bank CD 200,000 1a5% N/A 7/20/16 135% 200,000 201A49 0 BE Cap Bank CD 200,000 135% N/A 7/20116 135% 200,000 205,889 n Beldam.SaoN Bank CD 200,000 180% N/A 9125117 I,80% 198.60U 2W924 11 DomoSr Bank CD 200,000 1,20% WA 9R6/17 190% 200,000 2W1156 0 US Gov't Agency Samilies T)B.GUO PWnoing Cmpmallon(FICO) 500.00. 98P/ N/A 04/0NIg 9.80% 498,594 729422 Bank of America 928,1151 498,594 Taal Imxsld CmeF S 97,253516 5 9I651.S10 S 103224,219 'Includes the followmg aeons mf mmn ity funds'. Principal Intone, Tonal Palm Springs Hislmieal Some, 250,000 PA 250,084 CA TREASURER'S MONTHLY REPORT heastep MISCELLANEOUS AND TRUST ACCOUNTS 09/25/2012 August 31, 2012 Yield Adjusted Par Value Coupon Rating Maturity to Maturity Cost Basis Category Total Total Invested Cash $ 97,253,516 $ 97,253,516 $ 97.253,516 Miscellaneous Accounts Petty Cash 4,000 N/A N/A open None 4,000 Revolving Fund-Bank of America 20,000 N/A N/A open None 20,000 Trust&Agency-Bank of America 902,644 N/A N/A open None 902,644 Downpayment Assistance(Housing Fund)-1P Morgan Chase 33,787 0_10% N/A open 0,15% 33787 Workers Compensation-Bank of America 8,003 N/A N/A open None 8,003 General Liability-Bank of America 30,000 N/A N/A open None 30,000 1930's General Store Museum-Bank of America 4,693 N/A N/A open None 4,693 On-Line Credit Card Fire Inspection Fees 4,219 N/A N/A open None 4,219 -Bank of America On-Line Credit Card Transportation Permits 3,763 N/A N/A open None 3,763 1011,109 -Bank of America ITotal Cash Deposited $ 98,264,625 0 t" TREASURER'S MONTHLY REPORT aeaarm BOND ISSUE RESERVE,DEBT SERVICE&RELATED FUNDS 09I25/2012 August 31,2012 Coupon Yield Adjund (memo amyl Prior Our Par Value Raw Ran, Mawr, Ia Melurity Con,Basle Criegm Toml Markel Volut Swrtc Markel value 2004ON2 Comrnlion fencer Imtuo Omeruntnl k Agen,PrLule I37.083 ,miable AAA open 0,01% 139,0%3 1370112 Bank ofNY Mellon IJ7.0T F,drarl Home Lear Morplya Corpora— 5,465.0110 4.125% N/A 9/27/11 113'V. 5,8r"4g 5,693,IPre Bank nFNY Mellon 5,724,1511 WA931 1991101 SetleeB-Houaiog Imnro Govcmmenr&Agency Privale 48314 amiable AAA open U OAe 481 314 4&314 Bonk of NY Mellon 421 Or Federal H.,Lwn Bank 4200W 4625% NIA 10110/12 13.% 451405 421907 Bank of NY Mellon 425,1. 5U3,019 iy%/04 Series A&B Iweaao Onasmerv.&Age,Ptivole 1,90S06 uvleblo AAA glen o.02% IY04.506 1904506 Bank of NY Mellon LIMA43 Foderal Home Lan MMgagn Cwpmlion 965,WKI 4.125% N/A 9/27,I3 1,93% 1,036,134 1.1101,279 Bank of NY Mellon IJ1142611 FMeral Home Lon MAlgage Ceyorallml 5II000 4.125: N/A 9/27II3 193% 613091 594834 Bank of NY Mellon 19x0A 3 551731 Fari Aikpof PFC foresco Goa'ommenl&Agency Privane 334942 ...while AAA .Pen o.02Y 334942 334947 Bank of NY Mollm 435MN U.9.Treason New 918,000 1,175% NIA 3115/13 155% 913,374 923agl Bonk of NY Mellon 925514 1 248 321 2001 Asmarmtns District 157/159 In,'eseo Goatrrontnl&Ageney Privale 245413 a,,,able AAA area 002% 245413 W,413 Binh of NY Mellon I"Ap. 245,4❑ 2M2 Parking Stmdwt Cash 3 3 3 Bonk of NY Mellon 3 love..Go--.&Agmmy Privale 2994 vurlable AAA open Ool% 2.104 2874 Bond,of NY Mcllon 2713 2 07 20M Assessment Downer 161 lov.GmeOlmenl&Agency Pliaale 308,730 ,arable AAA open 002% 308,730 30X7311 Bank of Nl'Mellon 81238 hey Bank National Aareeneion.Ohio IOd.l810 4.30% WA IV20/12 1RRI. 11YA115 IIN.289 Bank of Nl'Mellon InY N91 CIT Bank,Sell Lake City,Ulnh 21151100 3.05% N/A V21/0 tar/. 211,007 207,I72 BnnkofNY Mellon 202709 635.443 TREASURER'S MONTHLY REPORT menarep BOND ISSUE RESERVE,DEBT SERVICE&RELATED FUNDS 09125/21n2 August 31,2012 Coupon Yield Adjusted (moots only) Fri.Up. Par Veto, Ram Rating Mamrlry to Mauniw Con Baeis Celegory Total Market Value Seat. Market VnLs 20W Aaaaameat Diorim 162 1—e.GovennvA&Agency Free. - 1343112 .ruble AAA open 001% 134.282 134,282 Bank of NY Mellon 62952 Capital One Bank USA National Ase.iatlon 88.000 415% N/A 3/5/13 190% 93,846 84568 Bank of NY Mellon 89,966 28 2D05 Aeecaamrnt turner 164 hover.0avemmatt&A,—Penn. 294265 variable AAA open 002% 284265 284.20 book of NY Mellon Iall IeU Onnsp Bank.Flint,Miehigan 243,W0 185% N/A 3/4/I3 I80% 245,347 245000 Bonk of NY Mellon 245,plan Capital One Bank USA National Association 25,000 4.15% NIA 315/13 I,81N/e 26661 25A45 Bonk ofNY Mellon 21,559 556,293 20W Airgnt PFC honest,0ovttnnwt&Agecy private 333,042 vocable AAA open 002% 333,042 333,042 Bark of NY Mellon 1,164984 U.S.Tmaaury Note 955,000 1375% N/A 3115113 155% 850692 860492 Bonk of NY Mellon 862043 1la1933 2007 Mrrpd Projat 91&92 been.Crovemmenr&AS.,Private 0 rumble AAA open 001% 0 0 Bank ofNY Mellon 0 11 2007 Refunding Lease Revrnm Bonds Invests Gormnnenr&Aden Private 4 variable AAA on 001% 4 4 Bank of NY Mellon 4 4 2008 Airport PFC Refunding Nsearo Goverim.&AS.,Private ),152 .,able AAA open 002% 7,152 2,152 Bank ofNY Mellon 12437 Foderal Hors,Loan Mortgage Corporation 603000 4125% WA 9/29/13 193% .7,450 6281611 Dark ofNY Mallon 631,594 654S02 Resent for 2012 Donvloavn Revitalimtlon Lease Reverie point Invest.Government&Agency P-sto 3,IRRSW vanoble AAA open 3,188,209 3,I89,209 Bank ofNY Mellon 3,204,343 3.188,201 Funds With Century(rolf 488220 488221) 4g81211 Corry Golf 890511 488120 Tmels S 18,491906 S 18121.175 S BI9A25,838 CD 00 TREASURER'S MONTHLY REPORT CALCULATION OF INVESTMENT LIMITATIONS August 31, 2012 treasrep 09/25/12 Allowable Percentages By Maturity: Minimum Maximum Current Mo. 1 day to 365 days $8,000,000 N/A $90,756,322 1 year to 3 years 0.00% 50.00% 5.35% 3 years to 5 years 0.00% 30.00% 0.82% over 5 years N/A N/A 0.51% 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% 1.03% Corporate Notes N/A 20.00% 1.03% 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% 42.74% U.S. Treasury Notes/Bonds N/A N/A 0.00% O to Calculation of W 6good Avg Maturity Mature C., No.of Days X Cost Daze Date Days 41.152 41I53 41,152 1 1.506.434 41,153 41.152 1 0 41,153 41.152 1 34.086.504 41I53 41.152 1 1&077,395 41I53 41.152 1 15.0W 41,017 4LI52 -135 0 41.032 41.152 -120 0 41.036 41.152 -116 0 41102 41,152 SO 0 4L136 41.152 -16 0 41,143 41,I52 -9 0 41,145 41.152 -9 0 41,158 41I52 6 12,000,000 41,165 41,152 13 26,000,000 41.166 41.152 14 28,000,000 41,199 41.152 47 47.OW.OW 41201 41.152 49 98,OW," 41205 41.152 53 52.959.661 412M 41.152 54 108.0W.1100 41228 41.152 76 75.924.OW 41228 41,152 96 75.924.W0 41.236 41,152 84 84,OW,WO 4L236 41.152 84 84,OW,000 4L240 41352 88 88.000,000 41,241 41.152 89 89.000,000 41.333 41.152 181 361,819.OW 41.361 41.152 209 418,OW,000 41382 41,152 230 23UM W 41.431 41.152 279 558,OW,WO 41A32 41.152 280 560,OW.000 41A62 41,152 310 1.574222,5W 41501 41,152 349 696.953.WO 41.514 41,152 362 361.276.000 4L514 41.152 362 724.OW.000 42,107 41.152 955 955,00 .000 42.212 41,152 I.M0 212,OW,WO 41.694 41.152 542 L0840W.000 41,718 41.152 566 1,132,OW,000 42.511 41,152 1,419 283.800,WO 42.571 41.152 1.419 283.8W.000 42.941 41.152 1.789 355.295.400 42.942 41.152 1.7% 358,OW,OW 43.196 41.152 2,044 1,019,126,136 12p90.285,030 ioW Ivvcerm mat Cos[ 97253,516 10 WAM in Days 124.32