11.1 • Action ItemsALIEF ISD (Harris County)

Annual Investment Review and Consider Approval of Ordinance stating the Board's Review of the Investment Policy and Strategies and Consider Approval of Training Sources and List of Qualified Brokers (Charles Woods, Deputy Superintendent of Business Services) Board Goal #4 Alief Family: Alief ISD will continue to build strong relationships with all stakeholders. Attachments: ( 3 ) Coversheet - Inv

Presented in: ALIEF ISD Board of Trustees Regular Meeting on 2026-02-17

Official Roll-Call Vote

Restrains Gov't • 6.8/10 Impact Weight

PASSED (7 - 0)

“Action on Annual Investment Review and Consider Approval of Ordinance stating the Board's Review of the Investment Policy and Strategies and Consider Approval of Training Sources and List of Qualified Brokers (”

Dr Gregg Patrick

Trustee, Place 5 (Place 5)

YES

Janet Spurlock

Trustee, Place 6 (Place 6)

YES

Ann Williams

Trustee, Place 7 (Place 7)

YES

Dr Darlene Breaux

Trustee, Place 1 (Place 1)

YES

Jennifer Key

Trustee, Place 2 (Place 2)

YES

Rick Moreno

Trustee, Place 3 (Place 3)

YES

Dr Lily Truong

Trustee, Place 4 (Place 4)

YES

Staff Report & Agenda Item Details

11.1. Annual Investment Review and Consider Approval of Ordinance stating the Board's Review of the Investment Policy and Strategies and Consider Approval of Training Sources and List of Qualified Brokers (Charles Woods, Deputy Superintendent of Business Services) Board Goal #4 Alief Family: Alief ISD will continue to build strong relationships with all stakeholders. Attachments: ( 3 ) Coversheet - Investment Review 2/6/2026 at 8:50 PM Annual Investment Review - 2026 2/9/2026 at 11:45 AM Ordinance_Investment 2/18/2026 at 8:42 AM

Bastiat Liberty & Property Rights Analysis

This motion is scored as RESTRAINS_GOVERNMENT (Impact Weight: 6.8/10). Under the Bastiat Liberty Watchdog Index, voting YES on measures that cap or reduce ad valorem tax burdens, expand taxpayer exemptions, retire debt early, enforce competitive bidding caps, or remove regulatory/zoning barriers to private property rights earns a positive Pro-Liberty score.