7 • FINANCESienna Plantation Municipal Utility District #1 (Fort Bend County)

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 - 2024-09-26 on 2024-09-26

Official Roll-Call Vote

Expands Gov't • 5.0/10 Impact Weight

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 ”

Carl Bowles

Director, Place 1 (Place 1)

YES

James Condrey

Director, Place 2 (Place 2)

YES

Kelly D. Shipley

Director, Place 3 (Place 3)

YES

James Feuerbach

Director, Place 4 (Place 4)

YES

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 motion is scored as EXPANDS_GOVERNMENT (Impact Weight: 5.0/10). 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).