Loading...
HomeMy WebLinkAboutStaff Report 3.B 02/07/2011ALU . DATE: TO: FROM: SUBJECT: February 7, 2011 Honorable Mayor°and Members of the City Council through City Manager Susan Mahoney, Interim Finance Director/City Treasurer Resolution to Review and File the City Treasurer's Report for the Period Ending September 30, 2010 RECOMMENDATION It is recommended that the City Council adopt the attached Resolution to Review and File the City Treasurer's Report: dated September 30, 2010. BACKGROUND: In compliance with the City's Investment Policy and State law, the Finance Director/City Treasurer provides quarterly reports to the Council that include detail of the City's cash, investments and investment earnings. The Council is required to review the investments for compliance with the adopted City Investment Policy. This is the first quarterly report for the 2010-11 fiscal year. DISCUSSION Quarterly City Treasurer's Reports contain information on the City's cash activity and ending balances in all City checking accounts. The report summarizes total beginning balances of all cash and investments, total quarterly activity and ending balances. The report also provides quarterly activity and ending balances in the City's cash equivalent accounts and information about trustee_ account activities and ending balances. Investment portfolio activity, security type, maturity :and value, both book and fair value are also included. Finally, a comparison of the City's quarterly investment earnings with the City's benchmark is also represented as part of the report. FINANCIAL IMPACTS: None associated with the recommended action. Agenda Review: City Attorney Finance Directoi-Awjjn City Manager i ATTACHMENTS 1'. Resolution to Review and File the City Treasurer's Report dated September 30, 2010. 2. City Treasurer's Report Dated September 30, 2010 ATTACHMENT 1 RESOLUTION TO REVIEW AND FILE THE CITY TREASURER'S REPORT DATED SEPTEMBER 30, 2010 WHEREAS, the City Investment Policy requires that the City Council review the City's Treasurer's Report on a quarterly basis for compliancewith the adopted City Investment Policy. NOW, THEREFORE BE IT RESOLVED that the City Council has reviewed the report dated September 30, 2010 and directs,the City Clerk to file it. 3 ATTACHMENT 2 City of Petaluma Quarterly Investment Deport July 1, 2010 - September 30, 2010 This, report is. presented in accordance with the City's investment policy and the California Government: Code.. The policy and Government Code requires the Treasurer to certify that sufficient cash,flow is available for the next six months to meet the expected demand or provide an explanation as to why sufficient cash may not be available. The attached report outhries the current investments, weighted average and yields of pooled investments. The .month, end account statement of assets managed by Public Financial Management, LLC (PFM), the Local Agency Investment Funds (LAIF) quarterly statement, and the City's performance summary of portfolio investments as; compared to applicable benchmarks are included. .The report also includes the Treasurer's certification of adequate cash'flow. We respectfully submit the quarterly investment report for'the quarter ending September, 2010. CITY OF PETALUMA, CALIFORNIA CITY TREASURER'S QUARTERLY REPORT For the. quarter ending September 30, 2010 Cash activity for the fiscal`.year: Cash and Investments, Beginning of the Fiscal Year, 7/1/10 $ 100,897,905 Cash Receipts 33,732,978 Cash Disbursements (45,600,187) Cash and !Investments, End of the Fiscal Year., 9/30/10 $ 89,030,696 Cash and (Investment Portfolio at September 30, 2010 Percent Fair Market Par Value of Value* (Cost) Portfolio Investments Managed by,City Treasurer: Assessment Districts Bonds 697,873 697,873 0.78% Local Agency Investment Funds (LAIF) 38,518,596 38,494,632 43.24% CAMP Pool (CA Asset Management Progy 1,782,925 1,782;925 2.00% PFM Investments. Securities ** 24,882,034 24,195,053 27.85% Subtotal 65,881,428 659770,483 73.87% Investments Managed by Fiscal Agents: CAMP Debt Issue Accounts 19,155,195 19,155,195 21.52% Trustee Money Market Accounts 39,929 39,929 0.04% Subtotal 19,195,124 19,195,124 21.56% Certificate of Deposits: 1,249,260 19249,260 1.40% Checking,Accounts 2,8159830 29815,830 3.16% Total Cash and Investments 89,141,642 89,030,696 100.00% I certify that this report:contains the total amounts of cash and investments at September 30, 2010 The investments are inconformity with the Investment Policy. A copy of the Investment Policy is available for review in the Finance Department. The City Treasurer's cash management program provides sufficient liquidity to meet expenditure requirements for the next six months. Susan Mahoney, Interim'Finance D' *Fair market values are furnished by the State of California, Local Agency Investment Fund and California Asset Management Program. ** See detail attached City ®f Petaluma, California Cash/Investment by 'Type-Septel laer, 2010 Total Cash/Investments $8990309696 Certifica 1,: LAW 38,494,632 43% N Other 697,873 1% Cash 2.815,830 k Pool Asset Mgmt Prog 1,782,925 1% cal Agents 9,195,124 22% CAMP Investments 24,795,053 28% CITY OF PETALUMA, CALIFORNIA CITY TREASURER'S QUARTERLY REPORT For the quarter ending September, 2010 �',• - , • 41a.. 248,203.84 nl�.�.,.si;1s.9:. "t`�?.[+:F d,6F'�eta>I.�•. ./^. «.'r,'e.',.�• 'iaY'iT�>�•.Y ark':..,, •\.,' ±f., .:f":. •'(s �...i..,.,.:. �":•qi�i�%�:'i%at. 1,000,000.00 Investments Managed by City Treasurer: Circle Bank accrued interest 1,056.07 Assessment District Bond (AD) 2000-01 741,602.43 (43,729.52) 697,872.91 Sub -Total Assessment Districts Bond (AD) Accounts 741,602.43 (43,729.52) 697,872.91 LAIF 38,393,608.75 51.,371,04 20;455,507.62 38,444,979.79 LAIF accrued interest 51,371.04 49;652.32 (51,371 04) 49,652.32 Sub -Total LAIF i 38,444,979.79 101,023.36 (51,371.04) 38,494,632.11 I CAMP Pool -Treasurers Investment Money Market 5,189,536.82 2,835;210.59 (6,241,822.64) 1,782,924.77 Sub -Total CAMP Pool Managed.Account 1 5,189,536:82 2,835,210.59 (6,241,822.64) 1,782,924.77 FedeI ral Agency Bonds/Discount Notes 19,390,639.75 2,729,230.70 (2,735,478.13) 19,384;392.32 Fed Agency accrued interest 80,669.34 89,266.66 (65,803.21) 104,132.79 US Treasury Bonds/Notes 3,425,279.68 425,476.44 318.64 3,425,279.68 US Treasury accrued interest 5,221.72 19,151.72 (3,655.00) 20,718.44 US Gov. Support Corp Debt 599,442.00 18,251,564.62 13,667.89 599,442.00 US Gov. Support Corp Debt interest 1,191.67 4,875.00 14,336.09 6,066.67 Corporate Notes 1,249,187.50 27;872.89 531,61 1.01 1,249,187.50 Corporate Notes accrued interest 16,770.83 10,937.50 (21,875.00) 5,833 33 Sub -Total PFM Securities Managed Account** 24,768,402.49 2,853,461,58 (2,826,811.34) 24,795,052.73 Subtotal 69,144,521:53 5,789,695:53 (9,163,734.54) 65,770,482.52 Certificate of Deposits: Bank of Marin 248,203.84 248,203.84 Circle Bank 1,000,000.00 1,000,000.00 Circle Bank accrued interest 1,056.07 1,056.07 Sub -Total Certificate of Deposits 1,249,25991 1,249,259.91 Checking Accounts: Exchange=General Operating 12,544,963.25 20;455,507.62 (30,219,144.77) 2,781,326.10 Exchange -Payroll 10,109.57 5,381,198.00 (5,381,227.07) 10;080.50 Thomas Lee.Charity Trust 2,067.38 2,067.38 Police Trust 22,347.53 .8.46 22,355.99 Sub -Total Checking Accounts 12,579,487:73 25,836,714:08 (359600,371.84) 29815,829.97 Total Cash.and Investments Managed by the City'Treasurer 81,724,009.26 32,875,669.52 (44,764,106.38) 69,835,572.40 Investments Managed by Trustees Fiscal Agents: CAMP-AD'23, 24, 25 Accounts Money Market 425,476.44 318.64 425,795.08 CAMP:PFA-2002:ARRAccounts 467,089.55 349.56 (1,211.49) 466,227.62 CAMP=2001B'Water Rev; 2003,COP, 2007 TAB 18,251,564.62 13,667.89 (2,060.28) 18',263,172.23 Sub -Total CAMP -Debi Issue Accounts ** 19,144,130.61 14,336.09 (3,271.77) 19,155,194.93 US Bank-ARR Accounts 27;872.89 531,61 1.01 (520,758.82) 38,725.08 US Bank First American'Treas 1,228 83 311,361.54 (311,389.38) 1,200.99 Wells Fargo Government Money Market 2.94 2.94 UniorrBank Blackrock 660.93 0.02 (660.93) 0,02 Sub -Total Trustees Money,Market Account 29,765.59 842,972:57 (832,809.13) 39,929.03 Total Cash and Investments Managed,by Fiscal Agents 19,173,896.20 857,308.66 (836,080.90) 19;195,123.96 TOTAL CASH AND INVESTMENTS 100,897,905.46 33,732,978.18 (45,600,187.28) 89,030,696.36 ^ includes gain/loss on maturity/disposal Accrued interest (187,459.62) accrual basis General Ledger 88,843,236.74 " See detail attached CITY OF PETALUMA, CALIFORNIA CITY TREASURER'S QUARTERLY REPORT For the quarter ending September, 2010 Cost vs. Fair Market Value IN Cost FV Gain/(Loss) US Treasury Bond/Note 3,425,279.68 3,420,120.96 (5,158.72) Federal Agency Bond/Discount Note 19,384,392.32 19,542,276.23 157,883.91 US Gov Support Corp Debt 599,442.00 619,479.60 20,037.60 Corporate Note 1,249,187.50 1,300,157.50 50,970.00 Sub=Total PFM Treasurer's Invest. Securities 24,658,301.50 24,882,034.29 223,732.79 CAMP Pool Money Market Fund 1,782,924.77 1,782,924.77 - Sub -Total CAMP Treasurer's Investments 26,441,226.27 26,664,959.06 223,732.79 Accrued Interest 136,751.23 CAMP Total Investment Managed Securities Held 26,801,710.29 CAMP Debt Issue Managed Accounts 19,155,194.93 19,155,194.93 - PFM CAMP Total `I'reasurer's'Investments *X 45,596,421.20 45,820;153.99 223,732.79 LAIF 38,444,97939 38,518,596.16 73,616.37 LAIF amortized cost rate 1.00191485000 ** See detail attached IN PL Consolidated Summary Statement Account Statement' For,the;Month Ending Septeftiber 30' 2010 Portfolio Holdings CAMP Pool CAMP Managed Account Total * Not Applicable tasfil Dividends and 1ncorne 4;731.85 30,990.63 $35,712.48 Closing Market Value 20,938;119.70 24,882:034.29 $45,820;153.99 Current Yield 0,23% * N/A Investment Type Corporate Note Federal Agency Bond /'Note Federal Agency Discount Note— Money Market Fund'- U.S; Government Supported-Cotporatebebt. U ,S. Treasury Bond Note . Total Closing MaFkettVaiue Percent 1,300,157.50 00,157.50 2.84 18,438,679,6+ 40'.24 1,1035916..59 2.41 20,938,1-19.70. 45.70 619;479.60 1.35 3,4201120.96 7.46 $451820,153.99. loon000/o ',` W_111� ;@ E ,Maturity ww-elauf 0 I ME FIN011. Mw _1WO Owl �i I'M I" Portfolio Holdings Closing Market Value Percent Corporate Note US TSY Bond / Note 2:84916 Under 30 days 20,938,119.70 45.70 7.46% Fed Agy Bond 31 'to 60 days 0.00 0.00 US GOV(Sup,ported Note 61 to 90 days 0.00 Corp, Debt 40,24% 0.00 .1:35% 91 to' 180 days 0.00 0.00 in 181 days to 1 year 3;021,189.55 6.59 1 to 2 years 17,544,103.30 38.29 2 to 3 years 4,316,741.44 9.42 3 to 4 years 0.00 0.00 4 to 5 years 0.00 0.00 Over 5 years 0.00 0.00 Total $45,820,153.99 100.00% Mny Mkt Fund Fed Agy DN 2.41% Weighted Average Days to Maturity 313 45.70% Summary Page, agernent LLC Account opening Market Purchases'Redemptions / Sales/ Unsettled Change.in- Closing Market Cash Dividends, Number Account Name Value Deposits Maturities.. Trades Value Value and Income 003 -COP -RE 4 —0: 00 07� .0 19-103 2003 COP CAPITALIZED INTEREST 1,641.34 0.36 0.00 0.0 . 0 0.00 1;641:70, 0.36 2 4 0; 841,10, 0�00 -220', 48"73' 0 0 -484'.�70 CRRD 2004-AD24 AND AD25 41,061.04 57.81 0.00 0.00 0.00 41,.118.85 9.08 19-106 -2007 1T 14M3 0� 0: 00.�. 42'1 3 3788 19171 'T 19-80 2001 AD#23 REDWOOD BUSINESS 130,984.00 0.00 0.00 0.00 0.00 130,954.00 28.94 PARK 3 3 3 7 5 3,�z A%0.0 34� .7, 145.86 (1,500,00) 0,00 0.00 6591589.01 1:45 86 19 92 WTR REV BND 01 660,943.15 -00 �66`22 0.-00"�r� "A 531-00 TREASURER'S INVESTMENTS 27,632,374.72 0.00 5,078.15 26,664,959;06 31,489:63 Total $46,786,048.29 $2,037,708.31 !WT PFM Asset Management LLC ($3,008,680.76) $0.00 - $5,078.15 $45,820,153.99 $35i7,12.48 Summary Page 2 iding -for-the Month Ending -September 3 '2010 A- ccount.'Statement---T-ransaction-Summ ary - 01 - Opening'Market Value 2,754,580.28 Purchases 1,034,3131.76 Redemptions (2,005,969.27) Unsettled Irades 0.00 Change in Value 0,00 Closing Market Value $1,782,9241.77 Cash Dividends and Income 499.00 Opening Market Value 24,877,794;4,4 Purchases 999,161.70 Redemptions (1,000,000.00) Unsettled Trades 0.00 Change in Value 5,078.15 Closing Market Value $24,882,034.29 Cash, Dividends and Income 30,990.63 PFM Asset Management LLC September -30, 2010 August 31,,2010 CAMP Pool 117821924-.77 21754i580.28 CAMP Managed Account 24,882,03429 24,877,794;44 Total $26j664f959i06 $27;632;374: 72 CAMP Pool' 6.69% CAMP Managed Account 93.31% Account 531-00 Page I —Managed Account SummAry Statement g, gg Opening Market Value $2,754,580.28 Opening Market Value $24,877,794.44 Purchases 1,034,313.,76 Maturities/Calls (1,000,000.00) Redemptions (2,605;969.27) Principal -Dispositions 0.00 Principal Acquisitions 999,161.70 Unsettled Trades 0.00 Chahge,'in Current Value 5;07 Closing Market Value $1,782,924.J7. Closing Market Value $24'i882,034.29 Dividend 499X.T,;. Interest/Coupons Received - . 33,78b.46 Les ' s Pur ' chased Interest Related to Interest/ Coupons (2,795.83) Plus Net Realized Gains/Losses 0.00 Total Cash Basis Earninqs $30,990.63 Wding Ralue �Securities Maturities/Calls A�mortized of 24,520,380.07 26,30�3,304.84 Ending Accrued Interest 136,.751.23 136,751.23 Plus. Proceeds from Sales 0.00 2,005,969.27 Plus Proceeds of Maturities/Calls/,Principal Payments 1,000,000.00 1,000,000.00 Plus Coupons Received 33;786.46 33,786.46 Less Cost of New Purchases (1,001,957.53) (2,036,271.29) Less Beginning Amortized Value of Securities (24,531,872.83) (27,286,453.11) Less Beg ' inning Accrued Interest (123,027.95) (123,027.95) Dividends 0.00 499.00 Total Accrual Basis Earnings $34,059.45 $34,558.45 For the Month Ending Sqpternber 30, .2010 WIN Opening Market Value I $27f 63 2,A3;�747 Closing. Market Value $261664,959.06 Closing Cash Balance $0.00 Account 531-00 Page 2 Maturities/Calls 1,000,000.00, Sale Proceeds 0.00 Coupon/Interest Income 33,786.46 Principal Payments 0.00 Security Purchases (1,001,957.53) Net Cash Contribution (31,828.93) Reconciling Transactions 0.00 Account 531-00 Page 2 • ti3` M1 �' ��L.,An 'HJi�A',""ph�;,',y �i.JXu::;:' - - . -- --- -�:: Port Description _ Par,Value U.S. Treasury, Bond / Note 3,380,000.00 U.S. Gover_nrpent Supported Corporate 600;000.00. Debt 93.31% Federal Agency -Discount Note 1,-105,000.00 Federal Agency Bond / Note 1719701000.00 Corporate Note, 1,250,000.00 Managed Account;Sub-Total 24;305,000:00 Accrued Interest Total Portfolio 24,365,000.00 CAMP Pool 1;782;924.77 Total Investments 26;087,924.77 Unsettled Trades 0.00 e lio Summary_and Statistics Market Value Percent 3,420,120.96 12.83 619,479.60 2.32 - 1,103,596.59 4.14 18,438,679'.64 69.14 1,300,157.50 4.88 24,882,034.29 93.31% 136,751.23' 25,018,785:52 1,782,924.77 6.69 261 801, 710.29 100.00% 0.00 For the Month Ending September 30, 2010 Corporate Note Fed Agy Bond / Note 69:14% Yield. • Maturity at Cost 65.79%6 0.60% Durationto -Worst 1.40 Weighted • .•' Days to Maturity .576 i 16:19% 6.69% 0 11.33% �, sT t".'�v -• qs'k . .: , .. g a. ,;fit {w,«.<:... '�`•,H �i yV" - *, • " n M. 4�4 �"a .7, 0 0 0.99o/a 6.60 /0 6.69 /o d;` ;' , .M13 `�, -. ta' r",r s"-' G,'�`i�::'.i.^ ,`,' ',: "'r �' �x:=4:�a;4�i9�eS,",.iE.r�R 0 6 Months 6- 12 Months 1 _ 2 Years 2- 3,Years. 3 - 4 Years 4 - 5 Years Over 5 Years Vv For the Month Ending September 30, 2010 Corporate Note Fed Agy Bond / Note 69:14% Yield. • Maturity at Cost Yield to 0.60% Durationto -Worst 1.40 Weighted • .•' Days to Maturity .576 �- Account 531-00 Page 3 . ..--PFM PFM Asset Management LLC -Managed, Account Issuer Summary P FA f PFM- Asset Managementl.Lc TSY 12.83% AAAm 6.69% For the Month Ending September 30, 1610 A -I+ 4.114% AA+ 4.88% AAA 71.46%_ Account 531-00,Page.4 Market Value Issuer. of. Holdings Percent CAMP Pool 1,782,924.77 6.69 FANNIE MAE. 6,463,695.61 24.24 FEDERAL FARM CREDIT BANKS 841,955.50 3.16 FEDERAL HOME LOAN BANKS 4,733;055.16 17.75 FREDDIE MAC 7;503,569.96 28.13 GENERAL ELECTRIC CO 1,30 0,157.50 4.88 REGIONS BANK 6.19,479.60 2.32, UNITED STATES TREASURY. .3,420,120.96 12..83 Total $26,664,959.06 100.00% P FA f PFM- Asset Managementl.Lc TSY 12.83% AAAm 6.69% For the Month Ending September 30, 1610 A -I+ 4.114% AA+ 4.88% AAA 71.46%_ Account 531-00,Page.4 For the Month Ending September 3% 1011D cfx)wY<Manaqed Account Detail of Securities Held vo Security Type/ Description S&P Moody's Trade Settle Original YTM Accrued Arnortized- rk - et Date Date Date Cost at Cost Interest Cost Value _0 DatejCpqpqq'/Matur�y CUSIP Par Rating Rating - �907,05196" 2 2.95 5 .0.83 5,0.40.98 1,998,063.44 2.010,078. 00 DTD 11/30/2009 0.750% 11/30/2011 6i, .00 T 509;195.31- 0 7 5 1990:00 US-TkEASORY,.NOTE ' ' ' ­ . . - 13 " i26b 25, S, " - - -.:. -. , sy. 6/ 5/ 0 9128 8NE6 _500t000_ 05/.3-1 2 .651K/2010 750% DTD Security Type,'Sub-Tdtal 3j380,060.00 3i425,279.68 1.38 20,718.44 3,389i279.70 3.,420,120.96 REGIONS BANK (FDIC) GLOBAL NOTE DTD.12/11/2008 3.250%.12/09/2011 Security Type Sub -Total '-`0.000%`04/01/2011 Se'curity TypeSub-Total 7591EAA89 - - - ..- .600,000.00 AAA Aaa 12/08j08 12/11/d8 600,000.00 599,442.00 3.28 599,442..00 3.128 6,066:67 6,066i67 599,771. 599,771.75 1;105,1000.00, 1,,099;675.74 0.49 0.00 11102;162.67 '619,479.60 619,4791.60 1,103,596.59 FHLBGLOBAL BONDS 3133XtAH4. :-1,6,0,0,000.00. AAA Aaa 08/26/09 08/21/09 1,006,620.00 . 1.28 2,888.89 1,002,835.35 1,010,540.60 DTD 06/12/2609 1.625% 07/27/2011 FNMA GLOBAL BENCHMARK NOTES 31359MLS0 : 1,375,00b.00 AAA :12/09/08 12/12/08.. .1,478,525.13 -.168 27,920.14 — 2 5% 11/15/2011 DTD 11/23 001,5.37 FNMA GLOBAL NOTES .31398AZN5 2175,000.00 AAA Aaa 10/08/09 10/09/09 274,334.50 1.12 977.78 274,638.87 277,031.98 DTD 10/09/2009 1.000% 11/23/2011 FHLB GLOBAL'BONDS 3133XVRS2 500,000.00 AAA: Aaa 11/18/09 11/23/09 500,115.00' 0.99 1291.67 `, ` .• 500 06784. 503 752.00 DTD 11/16/2009.1T000% 12128/2011 FHLB NOTES 3133703Y2 510,060.00 AAA Aaa 07112/10 07/12/10 509,892.90 0.64 726.04 509,908.62 511,449.93 DTD 07/09/2010 0.625% 01/09/2012 Account 531-00 Page 5 ""W"""'PMAsset Managemetit UX 2 Managed Account Detail of Securities Held 50, U-1 Wwili w-, 46j�� `75! Security Type/ Description; S&P M.Pody's Trade Settle Original YTM Dated Date/Coupon/Maturity tUtIP,: Par Rating Rating. Date Date Cost at Cost DTD 10/27/2009 1.625% 04/27/2012 FNMANOTES E) ---31398AS37. '5/201*'*O'-�'11� --�'666Y,-o,05/2 12X,,-,J,--�." DTD sn FHLMC GLOBAL NOTES 3137EACC1 — nCl7i 11AAC) 1 '7CAO/- FNMA GLOBAL NOTES 31398AP71 DTD 04/19/2010 1.250% 06/22/2012 For the Month Ending September 30, 2010` r Accrued Amortized Interest costs Aaa ~02%22%10 �5 OA 3 ­,,-M/22/1V- 7389 58 836'994 33 Aaa 02/02/10 02/03/10 2,042,660.00 1:11 944.44 2,029,589.16 Aaa— —�12/2,3-/09,-,-""1,2/24/0,9750,000.00 1.62 5,213.54 750,000.00 mafeket� Value 2,049,114.00 750,539;25 60 a FHLMC GLOBAL NOTES 3137EABY4 2,000,000-00 AAA ,DTD 02/19/2009.2.125% 03/23/2012 3, 'FCB BONDS t'31331GN08 r 820 000 00 AAA DTD 02/24/2009 2 250% 04/24/2012 s� FHLB DTD 10/27/2009 1.625% 04/27/2012 FNMANOTES E) ---31398AS37. '5/201*'*O'-�'11� --�'666Y,-o,05/2 12X,,-,J,--�." DTD sn FHLMC GLOBAL NOTES 3137EACC1 — nCl7i 11AAC) 1 '7CAO/- FNMA GLOBAL NOTES 31398AP71 DTD 04/19/2010 1.250% 06/22/2012 For the Month Ending September 30, 2010` r Accrued Amortized Interest costs Aaa ~02%22%10 �5 OA 3 ­,,-M/22/1V- 7389 58 836'994 33 Aaa 02/02/10 02/03/10 2,042,660.00 1:11 944.44 2,029,589.16 Aaa— —�12/2,3-/09,-,-""1,2/24/0,9750,000.00 1.62 5,213.54 750,000.00 mafeket� Value 2,049,114.00 750,539;25 60 a 6 1,000;000'00 !1-A,A . 3, 70 73 46 1,000,447.28 FHLMC GLOBAL REFERENCE NOTES 3137EAAV1 -,915,000.00 PTD 06/15/2007 5:5000/b 08/20/2012 705,000.00 AAA Aaa 09/29/09 09/30/09 708,116.10 1.58 3,632.71 706,981.03 720,168.08 560,00.0.00 ' AAA Aaa 04/15t10 04/.19/,10 559,367.20 1.30 1,925.00 559,494.73 5b/,ZU-J-Zb� FHLMC, GLOBAL"NOTES*"""-,"-" 11 3, 70 73 46 1,000,447.28 FHLMC GLOBAL REFERENCE NOTES 3137EAAV1 -,915,000.00 PTD 06/15/2007 5:5000/b 08/20/2012 2 00- FHLB', -,GLOBAC BONDS, '"'--r"' 3 3 E4 25; 3 ��07123109 OM 0��2-�3 0-1-180 22:i A.1,25,2,931'.23 Z3�� 50 0/6:08-/Z2 . . .. 4 FHLB GLOBAL- BOND . S 3133XM . L66 650;000.00 AAA Aaa 09/22109 09/23/09 704,145.00 1.80 14,279.69 686,312.59 703,842.75 DTD 10/05/2007 4.625% 10/10/2012 ' -,-'612 897 68 "-,-',1,948,351-.20' FNMA 31398AE24-j-,,-1,900;000 ; J0',*..' -r'01/15/10., - � - - -- � 1,8 7,264M 1 0 D 9YIS/?Q�O 1.750%. 2 TY 1,050,000.00 AAA Aaa 03/03/10 03/04/10 1,048,530.00 1.67 9,810.94 1,048,803.27 1,073,803.50 FHLMC GLOBAL NOTES 3137EA06 DTD 03/04/2010 1.625% 04/15/2013 Account 531-00 Page.6 PFNI' PFM Asset Management- LLC Mans ed Account Detail of Securities Held ,For the Month Ending S6pternber 30; 2010: SecurityType/Description S&P Moody's Trade Settle Original YTM Accrued Amortized Dated Date/Coupon/Maturity cusip. Par. Rating Rating Date Date Cost at Cost Interest --Cost .589u897°84.... ........ DTD 05/03/2010 2:000% 05/03/2013 - 1-Z Security T tal ype. 17,97000.00 18,284,716.58, 1.0 104,132.79 18,179,_580;42 GENERAL ELECcA'P'tbO GLOBAL NOTES DTD 08/,13/2009 3.500% 08/13/2012 Security- Type Man -aged Account Sub -Total 36962G4E1'. 1',250,000.00 'AA+ Aa2' 08/12/09 1,250'00_ -60 ;24;305,000:06 1;249;187.50. 3.52 1,249,187.50 3.52 24,658,301.50 1.58 Money Market Sub -Total :1,782,924'.77 1,782,924.77 Securities Sub -Total $26;087,924.77 $,26,441,226.27 1.58% Accrued Interest Total Investments 5;833.33' 1,249,485.53 5,83333 11,249,485.53 116,751,23 24,520,380.07 Karkef Value 18;438;679:64 1,,300,157.50 1,300,157.50 24,882,034.29 0= $136',751.23 1j782,924.77 X26j303,304.84 1,782,924.77 $26,664,959.06 $136,751.23 $26,801,710.29 Untitled Page JOHN CHIANG California State Controller LOCAL AGENCY INVESTMENT FUND :REMITTANCE ADVICE Agency Name Account Number PETALUMA 98-49-650 As of 10/15/20°10, your Local Agency Investment. Fund account has been directly credited with the interest earned on your deposits for the quarter ending 09/30/2010. Earnings Ratio Interest Rate Dollar Day Total Quarter. End Principal, Balance Quarterly Interest Earned http://laif.seo.ca.gov/Result.aspx 00001404107774697 0.51% $ 3,536,217;953.58 $ 38,444,969.00 $ 49,652.31 Page 1 of 1 /5 1/14/2011 Untiflcd Page JOHN Cl All 8A \ V '•T•.+-••• California State Controller LOCAL AGENCY INVESTMENT FUND REMITTANCE ADVICE Agency Name PETALUMA COMMNTY DEVELOP COMMN . Account Number 65-49-001 As of 10/15/2010, your Local Agency Investment Fund account has been directly credited with the interest earned on your deposits for the quarter ending 09/30/2010. Earnings Ratio Interest Rate Dollar Day Total Quarter End Principal Balance Quarterly Interest Earned http;//laif sco.ca.gov/Result.aspx .00001404107774697 0.51% $ 992.54 $ 10.79 $ .01 Page -1 of ` l 1 1/14/2011 United States, Treasury: Bills $ 24;8,16,;931,118.17 $ 24,858;325,694.52 $ 24,874,766;500:00 NA Notes $ 6,650;737268:34 $ 6,650,737,268.34 $ 6,713,763,000.00 $ 20,297,606.50 Federal Agency: .SBA _, _ $ 536,095,922.14 $ ..536,095;922.14 •,$" .:534;807;383.32 $ 582,741.65 MB8-REMICs $. 600;821,430.62 $, 600,821,430',62 ` $ 639,70:.1„411.07 $ 21837,845.26 Debentures $ 349,964;845:47 $ .349,964,845:47 $ 351,390,000.00 $ 1,645,424.50 Debentures FR $ 200,000,000.00 $ 200,000,000.00 :$ •200,094,000.00 $ 114,289.00 Discount Notes' $ 5,731,35.8,943.02 $ 5,738,936,818.03. _$ 5,749,019,200.00 . NA GNMA $ 65,019.56 $ 65,01.9.56 $ 66,655.24 $ 643.17 IBRD Deb FR $ 300,000,000.00 $ 300,000;000.00 $” 300,786,000.00 $ 403,568.92 CDs and YCDs FR$ 600,0.00;000.00 $ 600,000;000.00 $; 600,000,000.00 $ 425,990.11 Bank Notes $ 200,000,00.0.00 $ 200,000;000.00 $ 200,001,332.02 $ 6,750.00 CDs and YCDs $ . 6,590,000,000.00 ;$• 6,590,000,09,0.00 $ 6,589;992'1339.44 $ 683,569.45 Commercial Paper $ 6,571;530;470,8'1 $ 6,573,108,985.25 $ 6,573,127,226.10 NA Corporate: Bonds FR $ - $ - $ - $ - Bonds $ - $ - $ - $ - Repurchase Agreements $ - $ -. $ - NA (Reverse Repurchase $ - $ - $ - $ - ITme Deposits $ 4,226,650,000.00 $ 4,226,650,000.00 $ 4,226,650,000.00_ NA IAB;66 & GF-.L'oans $ 10,183,216,588.52 $ 1.0,1.83,2;16,588.52 $ 10,1,83,216,588.52_ NA TOTAL $_ '67,557,371:606.65 $ 67,607,922,572.45 $ 67,737,381;635.71 $ _ 26,998,428.56 Fair Value Including Accrued Interest $ 67,764,380,064.27 Repurchase Agreements; Time Deposits; AB 55. & General Fund loans, and Reverse Repurchase agreements are carried.at portfolio book value (carrying, cost). The value of each, participating.dollar equals the.fair value divided by the amortized cost (1.001914850). As an example: if an agency has an account•balance 'of $20',000,000.00, then -the agency would report its participation in the LAIF valued at $20,038,297.01 or $20,000,000.00 x 1.001914850. C910 , The City has,.limited all new investments to maturities of two years or less, making the City's historical.;performance measurement benchmark, the Merrill Lynch 1-3 Year Treasury Index, less. relevant. The portfolio investment return for the quarter ending September 30 will fall between the Merrill- Lynch 1" -Year and 1 -3 -Year Treasury Indices.. ® The po,rtfol,io's-annual'return. of 2.71 % is a remarkable achievement in an interest rate environment w ere.2=year investments are now yielding less than. 0.40%. Total Return For periods ending September 30, 2010 • Performance on trade date basis, gross (i.e., before fees), in accordance with the CFA Institute's Global Investment Performance Standards (GIPS). • Merrill Lynch Indices provided by Bloomberg Financial Markets. • Performance numbers for periods greater than one year are presented on an annualized basis. • .Performance and duration calculations exclude funds in the CAMP Pool and LAIF. Inception date is December 31, 200,1., . PFM Asset Management LLC 3