G.1. Consider Approval of Other Revenues Investment Policy – CDA (Local) Description: The Other Revenues Investment Policy - CDA (Local) outlines the framework for the management and investment of district funds, ensuring compliance with the Public Funds Investment Act (PFIA). As per legal requirements, this policy must be reviewed and approved by the School Board annually. The last update was app

Staff Report & Agenda Item Details

G.1. Consider Approval of Other Revenues Investment Policy – CDA (Local) Description: The Other Revenues Investment Policy - CDA (Local) outlines the framework for the management and investment of district funds, ensuring compliance with the Public Funds Investment Act (PFIA). As per legal requirements, this policy must be reviewed and approved by the School Board annually. The last update was approved on March 24, 2025, and there have been no changes to the policy since that date. The district is also required to inform the board of any legislative changes under the PFIA. No updates to the legislation have been enacted since 2019. Investment Officer Training: Kim Alexander, the District’s Investment Officer, has completed the required training hours in compliance with PFIA standards. Attachments: ( 1 ) CDA(LOCAL)

This motion is scored as EXPANDS_GOVERNMENT (Impact Weight: 2.8/10). Under the Bastiat Liberty Watchdog Index, measures that increase tax rates or fee schedules, issue new debt or Certificates of Obligation, expand regulatory/zoning restrictions on private land use, or authorize unbudgeted spending expansions reduce an official's Freedom Score when voted YES (and reward dissenting NO votes).