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CC SR 20200304 D - Jan 2020 City Treasurer's Report CITY COUNCIL MEETING DATE: 03/04/2020 AGENDA REPORT AGENDA HEADING: Consent Calendar AGENDA DESCRIPTION: Consideration and possible action to receive and file the January 2020 Cash Balances/Monthly Treasurer’s Report RECOMMENDED COUNCIL ACTION: (1) Receive and file the January 2020 Cash Balances/Monthly Treasurer’s Report. FISCAL IMPACT: None Amount Budgeted: N/A Additional Appropriation: N/A Account Number(s): N/A ORIGINATED BY: Jane Lin, Accountant REVIEWED BY: Angelina Garcia, Interim Director of Finance APPROVED BY: Ara Mihranian, AICP, City Manager ATTACHED SUPPORTING DOCUMENTS: A. January 2020 Monthly Treasurer’s Report (page A-1) BACKGROUND AND DISCUSSION: This report summarizes the cash balance of all funds and investments for the month of January 2020. A separate report is prepared monthly for the Improvement Authority, and is presented under separate cover before the Authority Commission. The overall cash balances of the City totaled $67,284,852, with more than $32.7 million or 49% of the total cash balance in the Local Agency Investment Fund (LAIF). The City has more than $6.9 million or 10% of the total cash balance with Bank of the West, and over $4.1 million or 6% with Malaga Bank. In addition, the City has a total Certificates of Deposit (CD) investments and Treasury Bills over $23.2 million or 35% of the total cash balance and a money market account over $58,000 or less than 1% with Vining Sparks, our investment brokerage firm. The securities are held by the Bank of New York and are FDIC-insured. 1 In summary, the City’s General Fund has over $21.4 million or 32% in cash balance, and the Capital Improvement Projects (CIP) Fund has over $27.5 million or 41% in cash balance. The remaining cash balances are in the Equipment Replacement Fund with over $2.6 million or 4%, over $1.6 million or 2% in the 1911 Act Fund, over $0.8 million or 1% in the Habitat Restoration Fund, over $1.1 million or 2% in the Quimby Fund, and over $11.9 million or 18% in Other Restricted Funds. The City’s cash balance increased by $2.7 million from last month, and in comparison to the same period last year, the cash balance gained $1.8 million. The major variance was due to the timing of disbursements for City projects and historical high in property tax apportionment. The major disbursements for this month included Hardy & Harper for right-of-way maintenance and the Residential Rehabilitation Area 8 Project, Sunbeam Consulting for a various project with the City, United Irrigation for the Palos Verdes Drive West Improvement Project, and Stay Green for the Landscaping Maintenance Project. All other operating expenditures were disbursed in accordance with the Fiscal Year 2019-20 budgets. 2 BEGINN IN G BALANCE PLUS DEPOSITS PLUS INTEREST EARNINGS(1) LESS CHECK DISBURSEMENTS LESS ELECTRO NI C DISBURSEMENTS(2 ) ADJUSTMENTS(3) PLUS TRANSFERS IN LESS TRANSFERS OUT ENDING BALANCE (1) All LAIF 1nterest IS pa1d quarterly (2 ) ElectroniC Disbursements Payroll Payroll Charges Petty Cash Re1mb HSA Payment & Catch-up Sales Taxes Bank and Merchant Fees Bank of the West OPERATING 6 ,303 ,185 99 5,585 ,522 24 (2 ,384 ,976 50 ) (690,298 87 ) 7,377 54 685 ,032 27 (2 ,511 ,598 61 ) 6 ,994 ,244 06 361 ,077 15 250 ,929 12 1,610 00 68,833 43 3,035 00 4,814 17 690 ,298 87 (3) The net adJustment was due to returned 1tems and vo1d checks CITY OF RANCHO PALOS VERDES MONTHLY TREASURER 'S REPORT JANUARY 2020 Malaga Ban k Non-Negotiable Vining Sparks PETTY CASH LAIF-CITY CD Money Market 5,000 00 30130,19374 4 180,940 39 983 599 06 150,343 65 1587432 48 ,090 78 2 500 000 00 11 59861 (985,032 27 ) 5,000 00 32 .780 ,537 39 4 196 814 71 58,25618 JANUARY 2020 CASH BALANCE BY MAJOR FUNDS 1% YTDINT INVESTMENT co TOTAL CASH RECEIVED 22 ,950,000 00 64 ,552 ,919 18 5,585,522 24 214 ,308 75 512 ,907 77 (2,384 976 50) (690,298 87) 7,377 54 300000 00 3,496 630 88 (3 ,496,630 88 ) 23,250 000 00 67,284 ,852 34 512 ,907 77 .GENERAL FUND 32% .CIP 41% .EQUIPMENT REPLACE M ENT 4% 11 1911 ACT 2% C HABITAT RESTORATION 1% C QUIMBY 2% C OTHER RESTRICT ED FUNDS 18% A-1 CASH BALANCES BY FUND Unrestricted GENERAL FUN D Restricted by Council Action BEAUTIFICATION FUND CIP EQUIPMENT REPLACEMENT BUILDING REPLACEMENT EMPLOYEE BENEFITS Subtotal Restricted by Law or External Agencies STREET MAINTENANCE 1972 ACT EL PRADO CDBG CDBG-R 1911 ACT SOLID WASTE AIR QUALITY MANAGEMENT PROPOSITION C PROPOSITION A PUBLIC SAFE TY GRANTS MEASURER MEASURE M HABITAT RESTORATION SUBREGION 1 MAINTENANC E MEASURE A MAINTENANCE ABALONE COVE SEWER DISTRICT RPVTV GINSBURG CULTURE ARTS BUILDING DONOR RESTRICTED CONTRIBUTIONS FEDERAL GRANTS STATE GRANTS QUIMBY LOW-MODERATE INCOME HOUSING AFFORDABL E HSNG IN LIEU EET MEASURE A CAPITAL BI KEWAYS UNDERGROUND UTILITIES ROADWAY BEAUT IFICATION WATER QUALITY FLOOD PROTECT ION REDEVELOP ME NT OBLIGATION RETIRE IMPROV EMENT DISTRICT 9 SPECIAL TRUSTS Subtotal GRAND TOTAL BALANCE FORWARD 18 ,3 98 ,612 .03 0.00 27 ,941 ,546 .31 2 ,669 ,287 .88 0.00 0.00 30 ,610 ,834 .19 1,295 ,433 .51 28 ,532 .18 34 ,144 .05 5,118 .82 0.00 1,617 ,154 .70 431 ,803 .54 111 ,299 .85 924 ,719 .30 2,810 ,194 .15 135 ,201 .17 1,067,412.54 123 ,838.40 877 ,662 .00 769 ,603 .36 17 ,123 .27 555 ,533 .86 0 .00 0.00 782 ,173.30 98 ,821 .23 0.00 1,192 ,419 .77 191 ,234 .21 845 ,676 .79 441 ,113 .56 0.00 0.00 0 00 0.00 74 ,266 .88 193 ,908 .13 0 .00 919,084 .39 15,543,472 .96 64 ,552 ,919 .18 CITY OF RANCHO PALOS VERDES MONTHLY TREASURER'S REPORT JANUARY 2020 DEBIT CREDIT CASH 10 ,567 ,854 .69 7,550 ,805.42 21 ,415 ,66 1.30 0 .00 0.00 0.00 73 ,950 .52 426 ,791 .79 27 ,588 ,705 .04 7 ,189 .08 24 ,315 .23 2 ,652 ,161 .73 0 .00 0 00 0.00 0 .00 0 .00 0.00 81 ,139 .60 45 1,107.02 30 ,2 40,866 .77 195 ,554 .87 115,220 .76 1,375 ,767 .62 76.44 0.00 28 ,608 .62 377.90 0.00 34 ,521 .95 10 ,000 .00 13 ,310 .00 1,808 .82 0 00 0.00 0 .00 76 ,531 .98 8 ,64 4 .79 1,685 ,041 .89 9,906 .07 15 ,681 .70 426 ,027 .91 273 .54 0.00 111 ,573 .39 60 ,037 .11 117 ,148 .59 867 ,607 .82 76,933 .59 9 ,210 .00 2,877 ,917 .74 23 ,633 .76 0.00 158 ,834 .93 45 ,943 .81 0.00 1 '113 ,356 .35 48,480 .58 55 ,605 .05 116 ,713 .93 2,385 .69 37 ,940 .00 842 ,107 .69 2,051 .71 3,835 .00 767 ,820 .07 90 .54 0.00 17 ,213 .81 6,496.42 1,948 .44 560 ,081 .84 0 .00 0.00 0 .00 0 .00 0.00 0 .00 2,295 .57 5 ,563 .57 778 ,905 .30 0 00 0.00 98 ,821 .23 35,327 .87 35 ,327 .87 0 .00 3,412 .78 28 ,912 .30 1 '166 ,920 .25 512 .37 0 00 191 ,746 .58 2,265 .78 0.00 847 ,942 .57 1,254 .14 44 ,90 4 .51 397 ,463 .19 0 .00 0.00 0 .00 0 .00 0.00 0 .00 0 00 0.00 0 00 0 .00 0.00 0 .00 19 8 .98 0.00 74 ,465 .86 522 .38 0.00 194 ,430 .51 0 .00 0.00 0.00 52 ,123 .32 78 ,583 .31 892 ,624.40 656 ,687 .20 571 ,835 .89 15 ,628 ,324 .27 11 ,305 ,681.49 8,573 ,748.33 67 ,284 ,852 .34 Total Investmen t: 67 ,284 ,852 .34 Change In Ending Cash Balance 3,017,049 .27 0.00 (352 ,841 .27) (17 ,126 .15) 0.00 0.00 (369 ,967 .42) 80 ,334 .11 76.44 377 .90 (3 ,310 .00) 0 .00 67 ,887 .19 (5 ,775 .63) 273 .54 (57 , 111.48) 67 ,723 .59 23 ,633 .76 45 ,943 .81 (7 , 124 .47 ) (35 ,554 .31) {1,783 .29) 90 .54 4 ,547 .98 0 .00 0 .00 (3,268 .00) 0.00 0 .00 (25,499 .52) 512 .37 2 ,265 .78 (43 ,650 .37) 0 .00 0 .00 0 00 0 .00 198.98 522 .38 0.00 (26 ,459 .99) 84 ,851 .31 2 ,7 31 ,933 .16 Change In Ending Cash Balance in % 16% 0% -1 % -1 % 0% 0% -1% 6% 0% 1% -65 % 0% 4% -1 % 0% -6% 2% 17% 4 % -6 % -4 % 0% 1% 1% 0% 0% 0% 0% 0% -2% 0% 0% -10% 0% 0% 0% 0% 0% 0% 0% -3 % 1% 4% A-2 In vestment Local Agency Investment Fund (LA IF-CITY) Note (1) CD -Non-Negotiable CD -Non-Negotiable CD -Bank of New York -Vmmg Sparks (Non- Negotiab le) Issuer of Investment State of Callforn1a Malaga Bank Malaga Bank Alleg iance Bank Texas Ally Bank Amencan Bank Na Le Mars Amencan Express Bank FSB Amencan Express Centunon BMW Bank North Amenca Bank of Deerf1eld Bank Forward Bankers Bank Mad1son W I Bar Harbor Bank & Trust Ba rclays Bank De laware Baycoast Bank Benef1c1al Bank Bus1ness Bk of St LOUIS CIT Bank Cap1tal One NA Cap1tal One Bank USA Cathy Bank Commun1ty West Bank Continental Bank UT Crossftrst Bank Eaglebank East Boston Sav1ngs Bank Enerbank USA Exchange Ba nk F armers&Merchants BK NEB Ftrst Bank of H1ghland Ftrst Commerc1al Bank MS Ftrst Fmanc1al Bank Ftrst Federal SVGS Bank Ftrst Internet Bank of In Ftrst Nat1onal Bank of Amenca Ftrst Nat'l Bank M1ch1gan Ftrst Un1ted Bk & Trust Flagstar Bank Gold Cast Bank/Ch1cago Goldman Sachs Bank USA HSBC Bank USA Henry County Bank OH lndustnai&Com Bank Ch1na JP MORGAN CHASE BA NK LCA Bank Corp Lakes1de Bank CITY OF RANCHO PALOS VERDES MONTHLY INVESTMENT REPORT JANUARY 2020 CUSIP# 01748DAY2 02007GKW2 024373AZS 02587C HR4 02587D N38 05580 ASES 06178S EG2 062163B N9 06610RAT6 066851WV4 06740KKD8 072727AZ3 08173Q BT 2 1232S EH V7 12556LBB 1 14042RD A6 14042TBD8 149159NX9 20415QGX1 211163GYO 22766AB BO 27002Y ET9 27113 PBM2 29266N6 P7 301074 DF 4 30781TBD9 319141GE1 31984GFA2 32021MFC8 32031YCD4 32056GCQ1 32110Y JT3 32114VBJS 33742CAQO 33847 E2JS 38058KDMS 38149MAU7 40434YGK7 426336B F9 45581EAF8 48121 C802 801798LK6 51210SMD6 Acqu isi tion Date N/A 2/23/2018 2/23/2018 11/3/2017 7/25/2019 9/27/2019 12/19/2017 3/21/2017 8/16/2019 9/25/2019 12/28/2019 12/20/2017 6/28/2019 7/12/2017 1/24/2020 10/7/2016 7/19/2017 8/23/2019 10/13/2016 7/2 4/2019 9/25/2019 7/26/2019 2/23/2018 6/9/2017 1117/2020 1/20/2017 10/13/2017 7/19/2019 1118/2017 6/7/2017 7/31/2019 2/2112018 1117/2018 7/1 4/2017 1120/2017 1/12/2018 10/11/2019 6/12/2019 9/9/2016 5/31/2019 3/21/2019 1/27/2017 6/2/2017 2/15/2017 1/12/2018 1/13/2017 Term N/A 24 Mas 24 Mas 60Mos 36 Mas 36 Mas 48 Mas 60 Mas 18 Mas 42 Mas 60 Mas 48 Mas 24 Mas 60 Mas 48 Mas 60 Mas 30 Mas 48 Mas 36 Mas 24 Mas 18 Mas 36 Mas 60 Mas 36 Mas 60 Mas 48 Mas 24 Mas 60 Mas 60 Mas 24 Mas 48 Mas 37 Mas 60 Mas 60 Mas 27 Mas 54 Mas 36 Mas 45 Mas 36 Mas 36 Mas 60 Mas 60 Mas 60 Mas 60 Mas 54 Mas Maturity Date On Demand 2/23/2020 2/23/2020 11/3/2022 712512022 912712022 12/20/2021 4/S/2022 2/16/2021 3/24/2023 12/18/2024 12/20/2021 6/28/2021 7/12/2022 1124/2025 10/7/2020 7/19/2022 2/23/2022 10/13/2020 712512022 9/24/2021 1/26/2021 8/23/2021 6/9/2022 1/17/2023 1/20/2022 10/13/2021 7/19/2021 1/18/2022 6/7/2022 7/30/2021 2/22/2022 2/17/2021 7/1 4/2022 1/20/2022 4/13/2020 4/11/2024 6/13/2022 6/9/2020 5/31/2022 3/21/2022 1/27/2022 6/2/2022 2/15/2022 1/12/2023 7/13/2021 Market Valu e $ 32 ,780 53 7 $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ 250 .000 3 946,815 250.000 250 000 250 000 250,000 250 ,000 250 000 250 ,000 250 ,000 250 000 250 ,000 250 ,000 250 ,000 250 000 250,000 250,000 250,000 250,000 250,000 250 .000 250,000 250,000 250 000 250,000 250 ,000 250 ,000 250 ,000 250 ,000 250 .000 250 ,000 250 000 250,000 250 ,000 250 000 250 ,000 250 ,000 250,000 250 000 250 ,000 250 000 250 000 250,000 250 ,000 250 000 Book Value Yield $ 32 ,780 ,537 1 97% $ 250 ,000 1 75% $ 3,946 ,815 1 60% $ 250,000 2 20% $ 250,000 2 15% $ 250,000 1 65% $ 250,000 2 20% $ 250 ,000 2 45% $ 250 ,000 1 90% $ 250,000 1 65% $ 250 ,000 1 75% $ 250 ,000 2 15% $ 250,000 2 10% $ 250,000 2 20% $ 250 ,000 1 70% $ 250 ,000 1 35% $ 250 ,000 2 OS% $ 250 ,000 1 95% $ 250 ,000 1 40% $ 250 ,000 2 10% $ 250 ,000 1 75% $ 250 ,000 1 95% $ 250 ,000 2 30% $ 250 ,000 2 OS% $ 250 ,000 1 70% $ 250 ,000 2 00% $ 250,000 2 00% $ 250,000 2 OS% $ 250 ,000 2 OS% $ 250,000 2 10% $ 250 ,000 1 95% $ 250,000 2 45% $ 250 ,000 2 15% $ 250 ,000 2 OS% $ 250 ,000 2 00% $ 250,000 2 00% $ $ $ $ $ 250,000 2 00% 250,000 2 SO% 250 ,000 1 15% 250,000 2 SO% 250 ,000 2 45% 250 ,000 1 90% $ 250,000 2 OS% $ 250 ,000 2 30% $ 250 ,000 2 35% $ 250 ,000 1 95% A-3 Investment Treasury-Bank of New York(V1mng Sparks) Summary Local Agency Investment Fund (LA IF -C ITY ) Certif1cate of Deposit -Ma laga Bank Cert1f1cate of Depos it -Ma laga Bank Certificate of Depos1t -V1n 1ng Sparks Treasury B1lls -Vin1ng Sparks Total Investment Issuer of Investment Landmark Commumty Ban k L1ve Oak Bank1ng Company Luana Sav1ngs Bank Marhn Bus1ness Bank Medallion Bank Utah Mercant1l Bank NA Mernck Bank M1d-M1ssouri Bank Morgan Stanley Ban k NA Morgan Stanley PVT Bank Morton Community Northf1led Bank Peoples Un1ted Bank Raymond James Bank Sathe Mae Ba nk/Salt Lake S1gnature Ban k of Arkansas S1gnature Bk Ch1cago Southern States Bank State Bank of lnd1a Sterling Bank POP BL MO Summ1t Community Bank Suntrust Bank Synchrony Ba nk Third Fed Sav&Ln Clevland Tnad Ba nk Umted Community Bk Ill V1s1on Bank of Iowa Wellesley Bank Wells Fargo Nat' I Bank West Wells Farg o Bank Umted States Treas Umted States Treas United States Treas United States Treas Umted States Treas 32 ,780,537 39 250,000 00 3,946 ,814 71 18,250,000 00 5,000 ,000 00 60 ,227 ,352 10 CITY OF RANCHO PALOS VERDES MONTHLY TREASURER'S REPORT JANUARY 2020 CUSIP# 51507LB V5 538036CG7 549103WGO 57116ATMO 58404DF E6 58733AES4 59013JC23 59541KBP 1 61747MD73 61760AZ51 619165HP 1 66612ABX5 71270QQJ8 75472RAN1 7954504 P7 82669LG D9 82669V BY6 843879BB2 856285RS2 85916DVN2 86604XML 7 86789VUPO 87165 HRY8 88413Q BU 1 89579 NBP7 90983WBN O 92834CC L4 94948 LCR O 949495AQ8 949763D45 9128282J8 912828S35 912828S76 912828X H8 912828XM7 Acquisition Date 8/23/2019 8/19/2016 7/8/2016 1115/2020 9/18/2019 12/29/2017 10/11/2017 1/19/2018 12/21/2017 9/19/2019 1/19/2018 10/25/2017 1/18/2017 11126/2019 11/16/2019 7/15/2016 1118/2017 12/20/2017 11/27/2019 9/18/2019 1/26/2018 8/29/2017 6/2/2017 11/24/2017 6/2/2016 10/12/2017 11/29/2019 7/19/2019 1/17/2020 6/10/2019 7/15/2019 9/12/2019 7/31/2018 6/30/2019 7/31/2018 Term 36 Mos 48 Mos 48 Mos 60 Mos 36 Mos 36 Mos 60 Mos 60 Mos 36 Mos 48 Mos 36 Mos 60 Mos 60 Mos 72 Mos 60 Mos 48 Mos 60 Mos 40 Mos 72 Mos 48 Mos 30 Mos 60 Mos 60 Mos 48 Mos 46 Mos 54 Mos 72 Mos 18 Mos 36 Mos 36 Mos 12 Mos 45 Mos 36 Mos 12 Mos 24 Mos Maturity Date 2/23/2022 8/19/2020 7/8/2020 1/15/2025 9/19/2022 12/29/2020 10/11/2022 1/19/2023 12/21/2020 9/19/2023 1/19/2021 10/25/2022 1/18/2022 11/26/2024 10/16/2024 7/15/2020 11/8/2022 4/20/2021 11/27/2024 9/18/2023 7/26/2021 8/29/2022 6/2/2022 11/24/2021 4/2/2020 4/12/2022 11/29/2024 1/19/2021 1/17/2023 6/10/2022 7/15/2020 6/30/2023 7/31/2021 6/30/2020 7/31/2020 Total Investment $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ Market Value 250,000 250 000 250 000 250 000 250 000 250,000 250,000 250.000 250,000 250 ,000 250 ,000 250 000 250 ,000 250 ,000 250 ,000 250 ,000 250,000 250,000 250 ,000 250 ,000 250 ,000 250 ,000 250 .000 250 ,000 250 ,000 250 ,000 250 ,000 250.000 250,000 250 000 1 000 ,000 1,000 .000 1 000 000 1 000 000 1 000 000 Book Value Yield $ 250 ,000 1 90% $ 250 ,000 1 25% $ 250,000 1 15% $ 250,000 1 75% $ 250,000 1 70% $ 250,000 2 20% $ 250,000 2 10% $ 250 ,000 2 35% $ 250,000 2 15% $ 250,000 1 85% $ 250,000 2 15% $ 250,000 2 15% $ 250,000 2 05% $ 250,000 1 85% $ 250,000 1 90% $ 250,000 1 15% $ 250 ,000 2 15% $ 250 ,000 2 00% $ 250 ,000 2 05% $ 250 ,000 1 65% $ 250 ,000 2 20% $ 250,000 1 80% $ 250,000 2 40% $ 250,000 2 10% $ 250,000 1 25% $ 250,000 2 05% $ 250 ,000 1 75% $ 250 ,000 2 00% $ 250 ,000 1 90% $ 250 ,000 2 50% $ 1,000 000 1 50% $ 1 ,000 ,000 1 38% $ 1 000,000 1 13% $ 1,000 ,000 1 63% $ 1,000,000 1 63% $ 60,227 ,352 We1ghted Return 1 91% A-4 NOT E : Malaga Bank -CD 6% C IT Y OF RANCHO PALOS VERDES MO NTH L Y T REASURER'S REPORT J A NUARY 2020 SUMMARY OF CASH BALANCE BY INSTITUTION JANUARY 2020 V ini ng Sparks -Tr ea sury 8% Bank of t he W es t 10% St ate of California -LA IF 49% Vin i ng Spa rks-Money Market 0% (1) LAIF ma rket values Will be reported to vary from book va lue 1f the C1ty calcul ated share of tota l LAIF assets 1s less than the C1ty book value To the best of my knowledge there are no mtsstatements of matena l amounts wtthtn thts report or omtsstons of ma tenal amoun ts to cause the report to be mtsleadtng I cert1fy that th1s report accurately reflects a ll C 1ty Investments and compl1es w1th the Investment policy of the C1ty of Ra ncho Pa los Verdes as a pproved by the C1ty Council Furthermore I cert1fy that suffiCient Investment l1qu1d 1ty and antlctpated revenues are avatlable to meet the Ctty 's expendtture requtrements for the next stx mon ths submitted Dated A-5