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HomeMy WebLinkAbout2022/03/01 - Finance Committee Qy. Board of Mason County Commissioners Special Finance Meeting Agenda Commission Chambers 411 N 511 St, Shelton,WA 98584 V March 1,2022 xw 10:00 a.m. 1. Call to Order—The Chairperson called the special meeting to order at 9:53 a.m. 2. New Business a. Update to the Registered Warrant Investment Process Years ago banks would hold the Registered Warrants until the County called them and paid the bank the interest. This was essentially a line of credit the County used that covered Registered Warrants for Districts and Departments that needed them. In the late 1990s,the banks stopped that service. The County had to develop a policy to invest and/or loan funds to the Districts and Departments to cover warrants. The maximum is being raised to$1 million annually from$500k with language stating that if the amount exceeds$1 million at any time the Treasurer will report to the Finance Committee within 24 hours via email and attach a copy of the form once approved. These are short term investments that roll over every 30 days and the County has cash reserves available. The Treasurer has the authority to extend the 30 days and will notify the Finance Committee. For the process to issue a Registered Warrant will change to a signed Letter of Understanding which must be signed by the District Chair or authorized representative. The interest rate will be the State Pool(LIGP)plus 2%. "Registered Warrant Promissory Note"will be added in section 5D. Language will be updated and made clear for the Redeeming Registered Warrant Process. Interest is collected and receded on the 30-day mark and collected into the County's Current Expense Fund. Section 8 and 9 have been expanded. Section 11 was added to for staff benefit. Again,there is no rollover for this type of investment unless approved by the Treasurer. The Letter of Understanding has a slightly different title. Resolution No. 100-16 will need to be amended. Paddy McGuire/Cmmr. Shutty moved and seconded to approve the update to the Registered Warrant Investment process with pending changes. Motion carried. b. PDC annual filing reports for the Finance Committee By April 15,2022 the Financial Committee has to certify to the Public Disclosure Commission (PDC)that they do not have a legal interest in any of the banks or credit unions that the County does business with that hold public funds during the period of January 1,2021 through December 31,2021. Individuals can have accounts with those banks or credit unions,but cannot sit on the Board or make financial decisions for those institutions. Columbia Bank is the County's banking institution. Funds are available in Key Bank,Kitsap Bank,and Olympia Federal Savings. 3. Other Business Cmmr. Shutty asked about the impact to State investments that have ties to markets and funds in Russia for informational and planning purposes. Lisa does not have any answers at this time and is unsure if it will affect the County. Lisa sent the payoff information on a Limited Tax General Obligation(LTGO)bond for 2020A and 2021 to Mark Neary. Mark added that the Board is establishing a reserve fund for Belfair debt with Real Estate Excise Tax(REET)2nd Quarter. Around 2027,there will be enough in the reserve fund to pay off outstanding debt. Lisa shared that one of the bonds can be paid off at any time and 11 Special Finance Committee Meeting the other had a five-year payoff timeline. 4. Adjournment—the meeting adjourned at 10:19 a.m. ATTEST: BOARD OF COUNTY COMMISSIONERS MASON COUNTY,WASHINGTON McKenzie SmWh,Clerk of the Board Kevin Shu ,Ch ��� '� Sharon Trask,Commissioner ,Vndy Neatherlin,Commissioner 2 1 Special Finance Committee Meeting