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22 results for “investment policy”

  • APPROVED MINUTES Hartford Township Regular Board Meeting, January 9, 2025

    Jan 9, 2025

    ·Hartford, CT
    Minutes

    The Hartford Township Board held a regular meeting on January 9, 2025, where members approved budget amendments, bills and payroll totaling $46,827.04, and two financial resolutions regarding depositories and investment policy. The board also approved a laptop purchase for the zoning administrator not exceeding $1,250 and authorized treasurer training membership with the Michigan Association of Municipal Treasurers for $99 annually. An interlocal agreement with the City regarding the Fire Department was deferred to the February agenda for further discussion.

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    budget amendmentszoningfire departmenttreasury managementmunicipal finance
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  • 3078-2024: To adopt Bike Plus, a plan for biking, scooting, and rolling as a guide for infrastructure investment, policy development, and program implementation related to the improvement of conditions for biking and other forms of micromobility throughout the City; to repeal and replace the Columbus Bicentennial Bikeways Plan and Ordinance No. 0849-2008; and to declare an emergency.

    Nov 4, 2024

    ·Columbus, OH
    Proposal
    Source

  • Annual Comprehensive Financial Report For Fiscal Year Ended September 30, 2024

    Sep 30, 2024

    ·York, PA
    Budget

    Webb County, Texas released its Annual Comprehensive Financial Report for the fiscal year ended September 30, 2024, prepared by County Auditor Rafael Pérez, CPA, CGFM. The 380-page report contains audited financial statements including government-wide and fund financial statements, notes on accounting policies, detailed information on assets, liabilities, investments, taxes, debt, pension plans, and other financial matters. The report provides a complete accounting of Webb County's financial position and operations for the fiscal year.

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    annual budgetfinancial reportdebt management
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  • Date: April 9, 2024 Page: 1 of 32 MEMORANDUM To:

    Apr 9, 2024

    ·Tucson, AZ
    Budget

    The City Manager presented the Fiscal Year 2025 Operating and Capital Budget to the Mayor and Council on April 9, 2024, emphasizing long-term financial sustainability, strategic investment, and employee retention as key priorities. The budget reflects adjustments to the previously planned 5-year General Fund Investment Plan due to forecasted revenue decreases from the State's new flat income tax policy, which will reduce the city's shared income tax collections for FY25 and FY26 more than initially expected. The FY25 budget continues funding for public safety equipment and facilities, collector streets per Proposition 411 commitments, and adds a $6 million local match requirement for a Housing Choice grant award.

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    budgetpublic safetyhousingrevenuefinancial planning
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  • The City of York Pennsylvania REQUEST FOR PROPOSAL (RFP) RFP 2024-001

    Apr 4, 2024

    ·York, PA
    Other

    The City of York, Pennsylvania issued RFP 2024-001 on April 3, 2024, soliciting proposals from qualified firms to provide investment management advisory services, asset custody, performance reporting, and retiree payment administration for three city pension plans: Police, Officers and Employees, and Paid Firefighters. Proposals must be submitted electronically by April 22, 2024, at 4:00 p.m. to the designated procurement portal. The RFP includes actuarial valuations and investment policy documentation to guide vendor submissions and evaluation criteria.

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    pension managementinvestment servicesprocurementfinancial administration
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  • 2024-0590: Order for a hearing to discuss the City of Boston's current investments in and policies for using Gunshot Detection Technology.

    Mar 25, 2024

    ·Boston, MA
    Proposal
    Source

  • 0189X-2023: To recommend that the Department of Public Utilities adopt two new Public Utility Regulatory Policies Act standards pursuant to the Infrastructure Investment and Jobs Act of 2021.

    Oct 3, 2023

    ·Columbus, OH
    Proposal
    Source

  • Res 32108: A RESOLUTION relating to the City Light Department; documenting compliance with the Public Utility Regulatory Policies Act of 1978, as amended by the Infrastructure Investment and Jobs Act of 2021.

    Jul 28, 2023

    ·Seattle, WA
    Proposal
    Source

  • Res 32099: A RESOLUTION establishing the shared City and community goals and strategies of the Future of the Seattle Economy investment agenda as City policy and a critical foundation for economic development work in Seattle.

    Jul 19, 2023

    ·Seattle, WA
    Proposal
    Source

  • CB 120343: AN ORDINANCE relating to housing for low-income households; adopting amended Housing Funding Policies for housing programs and investments; authorizing actions by the Director of Housing regarding past and future housing loans and contracts; and ratifying and confirming certain prior acts.

    May 24, 2022

    ·Seattle, WA
    Proposal
    Source

  • FY 2027 Executive Budget Governor J. Kevin Stitt

    Oklahoma City, OK
    Budget

    Governor J. Kevin Stitt presented Oklahoma's FY 2027 Executive Budget on February 2, 2026, highlighting the state's strong financial position with over $2 billion in savings and stable revenue generated by recent income and grocery tax cuts. The budget emphasizes maintaining flat government budgets, implementing smart reforms for vulnerable populations' programs, and establishing a new Taxpayer Endowment Fund to invest state savings and reduce future tax reliance. The administration prioritizes business development, education-to-career pathways, economic promotion, and protection of Oklahoma's way of life while maintaining fiscal discipline and efficient use of taxpayer dollars.

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    state budgettax policyeducation fundingeconomic developmentgovernment spending
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  • capital and operating budget

    Salt Lake City, UT
    Budget

    Salt Lake City's Fiscal Year 2021-22 Capital and Operating Budget totals just under $350 million in the General Fund, maintaining current and expanded staffing levels without cuts despite 2020 revenue shortfalls addressed through fund balance reserves. The budget incorporates federal investments from President Biden's American Rescue Plan and increased bond capacity, providing the city with expanded resources for infrastructure, emergency services, utilities, parks, and other municipal services. The document serves as a comprehensive budget guide covering departmental allocations, capital improvement projects, financial policies, and staffing plans across all city agencies.

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    budgetcapital improvementsinfrastructurestaffingmunicipal services
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  • Tampa

    Tampa, FL
    Agenda

    This is an agenda for the Tampa Board of Trustees Regular Meeting scheduled for July 19, 2022, at 1:30 p.m., chaired by Stephen Hill. The meeting will include presentations from U.S. Large Cap investment managers (Dodge & Cox and Loomis Sayles), a portfolio performance review for June 2022, consideration of liquidity needs, and approval of motions regarding disability policy revision, a retirement disability claim review, and board travel policy updates. The meeting will be held at the Julian B Lane Conference Room in Tampa, Florida, with options for remote participation via video conference or phone.

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    board meetinginvestment portfoliodisability policytravel policyretirement benefits
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  • FISCAL YEAR 2024 RECOMMENDED BUDGET City of Wilmington, North Carolina

    Wilmington, DE
    Budget

    The City of Wilmington, North Carolina's Fiscal Year 2024 Recommended Budget document outlines the city's financial plan, including budgetary fund structure, appropriation categories, and financial management policies covering revenue, expenditures, reserves, debt management, and capital investments. The document serves as a comprehensive guide for budget preparation, adoption procedures, and amendment processes, structured to provide transparency through detailed organizational information and accounting policies. Specific budget figures and policy changes are referenced in the table of contents but are not detailed in the provided excerpt.

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    budgetfiscal planningcapital investmentsdebt managementrevenue expenditures
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  • 1 Full Board Meeting Buffalo and Erie County Library Downtown Auditorium

    Buffalo, NY
    Minutes

    On May 28, 2024, the Erie County Fiscal Stability Authority Board held a full meeting where they approved the annual financial audit with no issues reported and voted to re-approve several annual administrative items required by public authority regulations, including the designation of Gordon Panek as internal control officer and re-approval of investment guidelines compliant with New York State Comptroller standards. The board also planned to hear a presentation from the county Jail Facilities Committee, with all motions passing unanimously.

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    fiscal oversightannual auditpublic authorityinvestment policyinternal controls
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  • Syracuse Urban Renewal Agency 201 E. Washington Street, Suite 600

    Syracuse, NY
    Minutes

    The Syracuse Urban Renewal Agency Board of Directors met on September 28, 2021, to approve minutes from the previous meeting and adopt Resolution No. 3447, which formally establishes an updated investment policy required by the Public Authorities Law. The investment policy, originally from 2009, was updated by Treasurer Brad O'Connor to reflect current practices, including investments in Time Deposits and Certificates of Deposit for idle cash during the fiscal year ended June 30, 2021, and was unanimously approved by the board members present.

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    urban renewalinvestment policypublic authoritiesboard minutesfiscal management
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  • Ky

    Lexington, KY
    Budget

    NULL The document is a technical asset listing from the Teachers Retirement System of Kentucky's investment portfolio as of June 30, 2025. It displays holdings in alternative credit and private equity funds with original costs and market values, but lacks budgetary information, appropriations, expenditures, revenue projections, or policy decisions that would constitute a government budget document suitable for public transparency comparison.

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  • City of Scranton 2024 Budget

    Scranton, PA
    Budget

    The City of Scranton submitted its 2024 Operating Budget on November 6, 2023, under Mayor Paige G. Cognetti and Business Administrator Eileen Cipriani, which includes estimated revenues from taxes and fees alongside detailed departmental expenditures that do not exceed projected income. The budget narrative highlights ongoing economic challenges including interest rate volatility, rising housing costs, and workforce pressures, while noting that Scranton has achieved budget surpluses in 2020–2022 and is tracking well in 2023 through careful expenditure management and healthcare cost reductions. The city is incrementally raising employee salaries to improve competitiveness with comparable Pennsylvania municipalities, and has issued a $4,070,000 General Obligation Note in 2023 for capital expenditures while minimizing increases to 2024 debt service; the city has also adopted Investment, Fund Balance, and Debt Management policies and created an Other Post Employment Benefits Trust to manage long-term liabilities.

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    budgettax revenuedebt managementemployee salariescapital expenditures
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  • Comprehensive Annual Financial Report

    Baton Rouge, LA
    Budget

    This Comprehensive Annual Financial Report documents the financial condition of the Employees' Retirement System of the City of Baton Rouge and Parish of East Baton Rouge for the fiscal year ended December 31, 2016. The system is administered by Jeffrey R. Yates and operates as a component unit of the consolidated government, maintaining offices at 209 St. Ferdinand Street in Baton Rouge. The report includes audited financial statements covering fiduciary net position and changes in fiduciary net position, supplemented by schedules detailing net pension liabilities, employer contributions, and investment returns for both the CPERS Trust and Police Guarantee Trust. Supporting materials include administrative and investment expense schedules, investment policies, asset allocation information, and actuarial certification documentation.

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  • University of South Carolina Columbia, South Carolina

    Columbia, SC
    Budget

    The University of South Carolina's Annual Comprehensive Financial Report for the year ended June 30, 2025 presents the institution's complete financial statements as a component unit of the State of South Carolina. The report includes financial statements covering net position, revenues, expenses, cash flows, and detailed notes on accounting policies, investments, capital assets, pension and employee benefit obligations, and debt. The document also provides supplementary statistical information on revenues by source, expenses by function, and outstanding debt ratios.

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  • 260395 - City Secretary's Office - City of Dallas

    Dallas, TX
    Proposal

    This proposal from the City of Dallas City Secretary's Office dated February 25, 2026 documents procedural changes to the city's housing programs following significant policy reorganization. Key actions include the establishment of the Office of Housing and Community Empowerment (effective October 1, 2025), which consolidated four former offices, and the replacement of the Dallas Housing Policy 2033 with the Drivers of Opportunity Policy Framework (adopted December 10, 2025) that shifts equity focus from traditional diversity and inclusion approaches to opportunity-centered drivers such as employment, education, health, and community safety. The proposal also addresses amendments to the Dallas Housing Resource Catalog and various housing programs including the Dallas Homebuyer Assistance Program to align with revised 2025 federal HOME Investment Partnerships Program regulations and streamline operations.

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    housing policycommunity developmentprogram reorganization
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  • City of Providence Rhode Island Fiscal Year 2023 General Fund Budget Summary

    Providence, RI
    Budget

    This document is the Providence, Rhode Island Fiscal Year 2023 General Fund Budget Summary, a comprehensive annual operating budget that includes sections on budget process, financial policies, organizational structure, and strategic goals. The document outlines the city's accounting basis, fund structure, capital assets, investment policies, and budget procedures including provisions for appropriations, borrowing, and revenue application. The content provided consists primarily of the table of contents and introductory framework rather than specific budget figures or policy decisions.

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    budgetfiscal planningcity financesrevenueappropriations
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