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Annual review of financial and administrative matters, including: a. annual review of Investment Policy and adopt Resolution Regarding Annual Review of Investment Policy; b. Resolution Establishing the Authorized Depository Institutions and Adopting List
Presented in: Sienna Plantation MUD #1 Board Meeting - 2025-09-25 on 2025-09-25
Official Roll-Call Vote
Routine / Procedural • 0.0 Score Impact
PASSED (5 - 0)
“Motion to approve Annual review of financial and administrative matters, including: a. annual review of Investment Policy and adopt Resolution Regarding Annual Review of Investment Policy; b. Resolution Establishing the Authorized Depository Institutions and Adopting List ”
CB
Carl Bowles
Director, Place 1 (Place 1)
YES
JC
James Condrey
Director, Place 2 (Place 2)
YES
KD
Kelly D. Shipley
Director, Place 3 (Place 3)
YES
JF
James Feuerbach
Director, Place 4 (Place 4)
YES
RB
Robbie Bates
Director, Place 5 (Place 5)
YES
Staff Report & Agenda Item Details
Annual review of financial and administrative matters, including: a. annual review of Investment Policy and adopt Resolution Regarding Annual Review of Investment Policy; b. Resolution Establishing the Authorized Depository Institutions and Adopting List of Qualified Broker/Dealers with Whom the District May Engage in Investment Transactions; c. annual report on Post-Issuance Compliance Policy; and d. annual report on Records Management Policy.
Bastiat Liberty & Property Rights Analysis
This docket item is classified as NEUTRAL (0.0 Score Impact). Routine administrative reports, monthly accounts payable/disbursement registers, minutes approvals, and procedural motions are logged for public transparency but carry zero weight in calculating an official's Roll-Call Freedom Score.