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HomeMy WebLinkAbout2024 - Annual Investment Report to the City of South Bend Board of Finance crOtTH B Filed in Clerk's Office , , JAN 2 7 �:5 ei Bianca Tirado • :•••� `- City Clerk,South Bend,IN r-� i--� PEACE i ••. •••. 1865 .•,,.••: .......'f. ... .•••••• ANNUAL INVESTMENT REPORT to the CITY OF SOUTH BEND BOARD OF FINANCE For the Year Ended December 31, 2024 Report Date: January 27, 2025 Report Distribution: South Bend Common Council Members Mayor Deputy Chief of Staff City Clerk Common Council Attorney Corporation Counsel State Board of Accounts (local office) Submitted By: City Controller (pursuant to I.C. 5-13-7-7) 1110 TABLE OF CONTENTS Investment Officers, Advisors, Authorized Investments 3 Investment Review Meetings 4 Investment Report (12/31/24) .5 —20 Year-End Cash Report (12/31/24—preliminary) 21 — 23 Cash Management & Investment Policies 24— 32 INVESTMENT OFFICERS City Controller: Kyle J. Willis Director of Treasury: Jonathan MacGown INVESTMENT ADVISORS (1ST SOURCE BANK) Paul W. Gifford,Jr., CFA Senior Vice President& Chief Investment Officer Erik Clapsaddle, CFA, CFP Vice President & Sr. Fixed Income Portfolio Manager Delia Salazar Nicholls Trust Officer AUTHORIZED INVESTMENT AMOUNT Portfolio of$200 million in investments with 15t Source Bank 3 INVESTMENT REVIEW MEETINGS QUARTER DA 1'h TIME 1ST Quarter 04/15/2025 10:00 A.M. 2ND Quarter 07/15/2025 10:00 A.M. 3RD Quarter 10/15/2025 10:00 A.M. 4TH Quarter 01/15/2026 10:00 A.M. Investment Review Meetings will be held virtually via Microsoft Teams until further notice. 4 INVESTMENT REPORT (12/31/2024) IN Source® mai Bank Investment Presentation for City of South Bend Corporate Agency Prepared by Paul Gifford ie The Consumer & Manufacturing Source Bank 1,359.4 1410 ISM Manufacturing& Services 70 30 1,200 65 25 1,000 2060 800 15 55 10 ,.� 600 4.4 so 5 MMMrrr✓✓✓FFF 403 f45 0 200 fi° & a" Qh c4' ti ,;^' h .4? .7, 40 \ 40 \ 40 P \ 40 ;( 6 \ QQ 4? \ Q ,�o - ;^ a r°s � •` 4° d -Personal Savings Rate -Credit Card Debt(BLNs) -iSM Manutacuturing Index -SM Services Index -Growth>50>Contraction Confidence Home Supply in months no 160 13.0 (based on current sales&inventory) 140 105 11.0 120 100 9.0 too 7.0 a5 au 5.0 9U 60 3.0 85 �T 40 4 4" h7 -7 1" 4,' 4 4 'Yb 'Y� 4`, 4' 4: ' til ti~ ~ N tip 1.0 ^o`'4?^`4?°`.f^�?�\� ^` a ^? -o`' ^� ^l g g 4?^`��°`4?' 4?ti�`ro^`? 4? �� 4? 4?e`4? ad 9`�^`4?°`4? ao ry 8 8 $ 8 8 0 0 0 0 0 0 0 0 0 5 5 —Small Business —Consumer Confidence '+ r` ^� Data as of:January 10, 2024 Labor & Economic Growth , Source Bank lt;„ Total Unemployed -Job Openings 14.772% :O,OOu 14% 17 51h, Unemployment Rate 12% 15,00o 12,500 10?,: 10,000 R% a= 7,500 2 6% 3 5,000 4.086% 2,500 4% 0 \-3.449% 2% 2,500 0% 5,000 0 O O O ', ', ', ^. N N 'Y N ^f 'h ' of P P P P 7,500 N N N N N N N N N N N N N N N N N N N N O O O O O O O O O O O O O O O O O O ,g ti ' .4 •ti, •ti 4N 'v • 'i .4 l 4 ti ,iN 4N .5• •ti ., •ti• ti• 8y �b �'\ Q' �oi O.'O O,ti'ti O.�'L 01"f OtiP O,yh O.yco O4,\ 0,�� 0,5�i O,tiO O,y'1 O.ti'L O.ti'� co. �` O' 4 v , O` .s P` -,` P� n` o ti` o ,- s ti , 's1ti \v 4„ ti, „1ti , ti\ti 41 4„ ..,„ ,5 4„ 4„ ti, 4„ ,, 4, 4,„ ', ti ti ti\"'\ ti\'' ti\ �\ ti\ ti ti\ ti\ ti\ ti\ ti\ ti\ .,\ ',\ .,\ N. 4 ti\ ti\ ti\ Source:Bureau of Labor Statistics GDP Growth(QoQ) • Third quarter GDP grew by 3.1%in the U.S.and above the 6.0 Contributions to GDP original forecast of 2.9%. The increase of 3.1% marked the ninth s.o consecutive quarter of positive economic growth since the first 3.0 3.1 two quarters of negative output in 2022. 4.0 3.0 4.4 wit U • Personal Consumption increased 3.7%over the previous quarter, ahead of the 3.3%forecast,and consumption accounted for 80%of 2.0 3.2 total economic growth. Motor vehicles were a positive contributor to 1.0 2.4 _ GDP for the second consecutive quarter but had been negative every o.o r 101.6 quarter since 1Q2023. iimi-1.0 `_ • We always highlight intellectual property and its importance in the U.S.economy. Economic output coming from intellectual property 2 0 increased by 4.1%over the past year and steadily rose to$1.51 TLN -3.0 in Real GDP dollars for the three-month period ending September 30, 6/30/23 9/30/23 12/31/23 3/31/24 6/30/24 9/30/24 2024. Annualized growth over the past five years has been 8%. 4s Personal Consumption n.�.Residential _. Business Fined Inv. mom Govt Consumption -.rntorycr,ange Net Exports ��GDP CtoO • The largest detractor in the quarter was net exports and has detracted for three consecutive quarters. Imports detracted 144 basis points of Data as of:January 10, 2024 growth in the quarter while exports added 101. Interest Rates & Inflation , Source, Bank U.S. Treasury Yields 1as Earnings Yield vs.Bond Yield 5.01 4.94 u 4.82 4.55 4.66 4.74 9D 1111 21 4.36 4.37 445 4.20 4.00 4.03 125 1490700. 1-Year 2-Year 3-Year 5-Year 7-Year 10-Year 20-Year 30-Yeai tio��•ti0��`� ~ ���0�i o\ vo� tio���yo ,oe tofP�49' copy ,..›doe ,,,.y��o� 45_,tio ,, e ■10/2/2020 ■1/10/2024 ■1/10/2025 -S&P 500 Earnings Yield -10-Year U.S.Treasury Yield —PCE Core —Fed Inflation Target 3.5 30 Real Yield 2s vywitti44)\ > . 2.0 I 0 . J > 1.5 0 1.0 z 2 Federal Reserve's Inflation Target 0.5 z. E 0.0 1.0 -0.5 -1.0 0.0 �0 1p p tip tip 11 ,1' '1> ,1ti 11 ti'1 .1'1 ,1'1 4" 1, 33 ti� tip ,1P ,1P -1.5 tip \tip ti61. tip \tip tip �� `tip --\\tip tip �i �' gyp �� �+ tip tip `tip `tip tip s, e h ro as m a �°O. �ti ti� ti �`' b ,o '. ti9 ti0) ti° tip'titi ti',' tip' \ M b p s. '� b di s, '� b A N '� b 0 N 't) h A 'N. 1., 'N. 'N. N.. 'N. 'N. ,MCP'N. ,\O N ,\O ,1O 'N, ,NO 1, ,VO '�O '1, '1, ,�O 'N. '1. ,�O '1, Data as of:January 10, 2024 Account Summary , Source. City of South Bend Corporate Agency (619062011) Report as of December 31, 2024 Bank Asset Allocation %of Market Value Mkt Val • Cash $ 123,232,672 61.0% • Fixed Income $ 78,803,870 39.0% Total $ 202,036,542 100.0% $202.0M Top Holdings Unrealized Annual % of Price Total Cost Market Value Accrual Gain/Loss Income Mkt Val Federated Hermes Government Obligations Fund 1.000 12,823,677.89 12,823,677.89 32,503.60 .00 583,605.58 6.4 United States Treasury Note/Bond 2.875% 31 May 202 99.421 6,975,244.33 6,959,470.00 17,692.29 -15,774.33 201,250.00 3.5 Wells Fargo Bank NA 4.8%02 May 2025 100.170 6,500,000.00 6,511,050.00 25,643.87 11,050.00 312,000.00 3.2 United States Treasury Note/Bond 4.5% 15 Nov 2025 100.186 5,991,669.17 6,011,160.00 35,055.24 19,490.83 270,000.00 3.0 United States Treasury Bill Zero 23 Jan 2025 99.752 5,871,333.33 5,985,120.00 .00 113,786.67 .00 3.0 United States Treasury Note/Bond 4.625% 30 Sep 202 100.935 5,067,578.13 5,046,750.00 59,083.10 -20,828.13 231,250.00 2.5 United States Treasury Note/Bond 5% 31 Aug 2025 100.483 4,989,062.50 5,024,150.00 84,944.75 35,087.50 250,000.00 2.5 United States Treasury Note/Bond 4.625%28 Feb 202 100.405 4,991,015.63 5,020,250.00 78,573.90 29,234.37 231,250.00 2.5 Bank of America NA 5.45%01 May 2025 100.373 5,000,000.00 5,018,650.00 45,541.10 18,650.00 272,500.00 2.5 United States Treasury Note/Bond 4.375% 15 Dec 202 100.227 5,015,221.18 5,011,350.00 10,216.35 -3,871.18 218,750.00 2.5 JPMorgan Chase Bank NA 4.6% 10 Dec 2026 100.085 5,000,000.00 5,004,250.00 13,863.00 4,250.00 230,000.00 2.5 All Others 132,198,843.81 132,473,538.49 744,008.27 274,694.68 4.361.243.00 65.9 Total 200,423,645.97 200,889,416.38 1,147,125.47 465,770.41 7,161,848.58 100.0 Activity Summary , Source® City of South Bend Corporate Agency Report as of December 31, 2024 Bank Annual Ending Market Values History of Asset Growth $ $ ■ Total Managed-Calc • Beg. Market+Net Investment 215M 215M 210M 210M 205M 205M 200M 200M 195M 195M 190M 190M 185M 185M 180M 180M 175M 175M 170M 2020 2021 2022 2023 2024 Ng, gyp") ��0 �� �,�`l.^�^�����o^�(�^�L 6'3 ro � ^ti \ � �0 ��0 ^ti p� �o a� \�L � tic cc, ti� ti� ti ti ti L ti` tir ti`1 ti ti� ti� L� ti4 ti� tia ti� ti� yo yo yo yo 9, 9, 9, 90 90 yo do ,yo ,yo 9, 'o• yo ,yo `10 `10 yo yo Market Value Reconciliation Year to Date (1 Year) 1 Year 2 Years 3 Years Beginning Portfolio Value 198,874,676.88 198,874,676.88 193,128,084.84 199,106,069.43 Net Contributions/Withdrawals -6,893,886.13 -6,893,886.13 -10,316,514.68 -11,574,428.40 Fees Deducted -179,959.13 -179,959.13 -355,260.61 -530,439.96 Income Earned 7,064,958.00 7,064,958.00 11,376,037.49 13,277,273.80 Market Appreciation 3,170,752.23 3,170,752.23 8,204,194.81 1,758,066.98 Ending Portfolio Value 202,036,541.85 202,036,541.85 202,036,541.85 202,036,541.85 Holdings Detail Source. , City of South Bend Corporate Agency (619062011) Report as of December 31, 2024 Bank Unrealized Annual Current %of Units Total Cost Market Value Accrual Gain/Loss Income Yield Mkt Val Cash Money Market Federated Hermes Government 12,823,677.890 12,823,677.89 12,823,677.89 32,503.60 .00 583,605.58 4.551 6.4 Obligations Fund Total: Money Market 12,823,677.89 12,823,677.89 32,503.60 .00 583,605.58 4.551 6.4 Treasury Bills United States Treasury Bill Zero 5,000,000.000 4,871,741.39 5,000,000.00 .00 128,258.61 .00 .000 2.5 02 Jan 2025 United States Treasury Bill Zero 5,000,000.000 4,904,654.17 4,979,500.00 .00 74,845.83 .00 .000 2.5 06 Feb 2025 United States Treasury Bill Zero 5,000,000.000 4,889,227.44 4,963,400.00 .00 74,172.56 .00 .000 2.5 06 Mar 2025 United States Treasury Bill Zero 5,000,000.000 4,892,141.60 4,923,550.00 .00 31,408.40 .00 .000 2.5 15 May 2025 United States Treasury Bill Zero 6,000,000.000 5,871,333.33 5,985,120.00 .00 113,786.67 .00 .000 3.0 23 Jan 2025 United States of Amer Treas Bills 5,000,000.000 4,894,014.44 4,946,600.00 .00 52,585.56 .00 .000 2.5 0%T-Bill 03 Apr Total:Treasury Bills 30,323,112.37 30,798,170.00 .00 475,057.63 .00 .000 15.5 Short Term and CDs American Commercial Bank& 250,000.000 250,000.00 253,780.00 127.40 3,780.00 11,625.00 4.581 .1 Trust National Associat BMO Bank NA .5%27 Feb 2025 1,000,000.000 1,000,000.00 993,900.00 479.45 -6,100.00 5,000.00 .503 .5 BMO Bank NA.5%28 Mar 2025 1,000,000.000 1,000,000.00 990,910.00 54.79 -9,090.00 5,000.00 .505 .5 BMO Bank NA.7%28 Apr 2025 3,000,000.000 3,000,000.00 2,965,290.00 3,739.74 -34,710.00 21,000.00 .708 1.5 BMO Bank NA 4.85%22 Aug 2,000,000.000 2,000,000.00 2,007,720.00 35,079.46 7,720.00 97,000.00 4.831 1.0 2025 BMO Bank NA 4.85%27 May 2,000,000.000 2,000,000.00 2,004,980.00 10,098.64 4,980.00 97,000.00 4.838 1.0 2025 Holdings Detail Source® , City of South Bend Corporate Agency (619062011) Report as of December 31, 2024 Bank Unrealized Annual Current %of Units Total Cost Market Value Accrual Gain/Loss Income Yield Mkt Val BMO Bank NA 4.9%23 Jun 2025 2,000,000.000 2,000,000.00 2,006,800.00 2,953.42 6,800.00 98,000.00 4.883 1.0 BMO Bank NA 5% 14 Jul 2025 2,500,000.000 2,500,000.00 2,509,600.00 58,561.65 9,600.00 125,000.00 4.981 1.2 BMO Bank NA 5.2%24 Nov 2025 1,000,000.000 1,000,000.00 1,009,790.00 5,698.63 9,790.00 52,000.00 5.150 .5 BMW Bank North America 5.15% 250,000.000 250,000.00 253,555.00 1,587.33 3,555.00 12,875.00 5.078 .1 18 May 202026 Bank of America NA 4.1%02 Jul 1,000,000.000 1,000,000.00 999,450.00 .00 -550.00 41,000.00 4.102 .5 2025 Bank of America NA 4.45%07 750,000.000 750,000.00 754,162.50 13,441.44 4,162.50 33,375.00 4.425 .4 Aug 2026 Bank of America NA 4.6%09 Feb 1,000,000.000 1,000,000.00 1,005,240.00 18,526.03 5,240.00 46,000.00 4.576 .5 2026 Bank of America NA 4.8%06 Apr 2,000,000.000 2,000,000.00 2,017,200.00 23,408.22 17,200.00 96,000.00 4.759 1.0 2026 Bank of America NA 4.85%30 1,000,000.000 1,000,000.00 1,009,060.00 12,623.29 9,060.00 48,500.00 4.806 .5 Mar 2026 Bank of America NA 5% 15 Sep 1,500,000.000 1,500,000.00 1,509,435.00 22,397.27 9,435.00 75,000.00 4.969 .8 2025 Bank of America NA 5.05%08 4,000,000.000 4,000,000.00 4,054,040.00 14,389.04 54,040.00 202,000.00 4.983 2.0 Jun 2026 Bank of America NA 5.05%22 3,000,000.000 3,000,000.00 3,041,820.00 4,980.81 41,820.00 151,500.00 4.981 1.5 Jun 2026 Bank of America NA 5.3%24 Nov 892,000.000 892,000.00 901,517.64 5,180.93 9,517.64 47,276.00 5.244 .4 2025 Bank of America NA 5.4%22 May 1,254,000.000 1,254,000.00 1,259,454.90 7,420.93 5,454.90 67,716.00 5.377 .6 2025 Bank of America NA 5.45%01 5,000,000.000 5,000,000.00 5,018,650.00 45,541.10 18,650.00 272,500.00 5.430 2.5 May 2025 City National Bank Los Angeles 250,000.000 250,000.00 250,610.00 4,767.12 610.00 10,875.00 4.339 .1 California Certific City Natl Bk Los Angeles Calif 199,000.000 199,000.00 200,422.85 1,041.89 1,422.85 9,751.00 4.865 .1 4.9%24 Nov 2025 Holdings Detail Source. , City of South Bend Corporate Agency (619062011) Report as of December 31, 2024 Bank Unrealized Annual Current %of Units Total Cost Market Value Accrual Gain/Loss Income Yield Mkt Val First Federal Savings 260,000.000 260,000.00 262,225.60 785.34 2,225.60 13,650.00 5.205 .1 Bank/Huntington IN 5.25% 14 First Internet Bank of Indiana 150,000.000 150,000.00 150,160.50 292.60 160.50 6,675.00 4.445 .1 4.45% 16 Jun 2025 Flagstar Bank NA 4.6%09 Feb 2,000,000.000 2,000,000.00 2,010,480.00 36,800.00 10,480.00 92,000.00 4.576 1.0 2026 Flagstar Bank NA 4.8%30 Jun 2,000,000.000 2,000,000.00 2,006,200.00 1,052.06 6,200.00 96,000.00 4.785 1.0 2025 Flagstar Bank NA 5%28 Aug 2025 3,000,000.000 3,000,000.00 3,014,820.00 51,780.81 14,820.00 150,000.00 4.975 1.5 Flagstar Bank Na 4.4%20 Oct 2,000,000.000 2,000,000.00 2,003,480.00 25,073.98 3,480.00 88,000.00 4.392 1.0 2025 JPMorgan Chase Bank NA 4.5% 250,000.000 250,000.00 249,945.00 2,342.47 -55.00 11,250.00 4.501 .1 16 Oct 2026 JPMorgan Chase Bank NA 4.6% 5,000,000.000 5,000,000.00 5,004,250.00 13,863.00 4,250.00 230,000.00 4.596 2.5 10 Dec 2026 JPMorgan Chase Bank NA 4.6% 2,000,000.000 2,000,000.00 2,001,380.00 12,350.68 1,380.00 92,000.00 4.597 1.0 13 Nov 2026 KeyBank NA/Cleveland OH 2,000,000.000 2,000,000.00 2,006,960.00 .00 6,960.00 105,000.00 5.232 1.0 5.25%23 May 2025 Medallion Bank/Salt Lake City UT 250,000.000 250,000.00 254,337.50 357.88 4,337.50 11,875.00 4.669 .1 4.75%21 Jun 2027 Morgan Stanley Bank NA 4.85% 250,000.000 250,000.00 254,422.50 3,089.38 4,422.50 12,125.00 4.766 .1 30 Mar 2027 Morgan Stanley Private Bank NA 250,000.000 250,000.00 254,422.50 3,089.38 4,422.50 12,125.00 4.766 .1 4.85%30 Mar 2027 Popular Bank 4.3% 11 Dec 2025 250,000.000 250,000.00 250,440.00 530.14 440.00 10,750.00 4.292 .1 Sallie Mae Bank 4.9%08 Dec 250,000.000 250,000.00 251,805.00 839.04 1,805.00 12,250.00 4.865 .1 2025 TriState Capital Bank 5%30 Mar 250,000.000 250,000.00 252,712.50 3,184.93 2,712.50 12,500.00 4.946 .1 2026 UBS Bank USA 4.35%20 Jan 250,000.000 250,000.00 250,612.50 387.33 612.50 10,875.00 4.339 .1 2026 Holdings Detail Source® City of South Bend Corporate Agency (619062011) Report as of December 31, 2024 ' Bank Unrealized Annual Current %of Units Total Cost Market Value Accrual Gain/Loss Income Yield Mkt Val United Fidelity Bank FSB 4.6%29 2,000,000.000 2,000,000.00 2,022,220.00 756.16 22,220.00 92,000.00 4.549 1.0 Dec 2026 United Fidelity Bank FSB 4.9%30 500,000.000 500,000.00 509,495.00 134.25 9,495.00 24,500.00 4.809 .3 Mar 2027 United Fidelity Bank FSB 5% 14 2,500,000.000 2,500,000.00 2,510,775.00 6,164.38 10,775.00 125,000.00 4.979 1.2 Jul 2025 United Fidelity Bank FSB 5.2% 17 2,000,000.000 2,000,000.00 2,018,300.00 4,273.98 18,300.00 104,000.00 5.153 1.0 Nov 2025 Valley National Bank/Wayne NJ 250,000.000 250,000.00 254,625.00 394.52 4,625.00 12,000.00 4.713 .1 4.8%21 Jun 2027 Wells Fargo Bank NA 4.4%27 1,000,000.000 1,000,000.00 1,000,070.00 843.84 70.00 44,000.00 4.400 .5 Jan 2025 Wells Fargo Bank NA 4.8%02 6,500,000.000 6,500,000.00 6,511,050.00 25,643.87 11,050.00 312,000.00 4.792 3.2 May 2025 Wells Fargo Bank NA 4.9%23 625,000.000 625,000.00 626,575.00 755.14 1,575.00 30,625.00 4.888 .3 May 2025 Wells Fargo Bank NA 5.2%06 500,000.000 500,000.00 500,075.00 1,923.29 75.00 26,000.00 5.199 .2 Jan 2025 Wells Fargo Bank NA 5.2%21 3,000,000.000 3,000,000.00 3,001,560.00 5,983.56 1,560.00 156,000.00 5.197 1.5 Jan 2025 Wells Fargo Bank NA 5.3% 14 2,000,000.000 2,000,000.00 2,019,820.00 5,227.40 19,820.00 106,000.00 5.248 1.0 Nov 2025 Wells Fargo Bank NA 5.4% 14 Oct 600,000.000 600,000.00 605,832.00 1,864.11 5,832.00 32,400.00 5.348 .3 2025 Total: Short Term and CDs 78,730,000.00 79,076,438.49 501,882.10 346,438.49 3,657,593.00 4.625 38.9 Total: Cash 121,876,790.26 122,698,286.38 534,385.70 821,496.12 4,241,198.58 3.457 60.8 Fixed Income US Treasury&Agencies Holdings Detail Source. , City of South Bend Corporate Agency (619062011) Report as of December 31, 2024 Bank Unrealized Annual Current %of Units Total Cost Market Value Accrual Gain/Loss Income Yield Mkt Val Federal Farm Credit Banks 2,000,000.000 2,000,000.00 1,965,540.00 500.00 -34,460.00 12,000.00 .611 1.0 Funding Corp.6% 16 Jun Federal Farm Credit Banks 1,000,000.000 1,000,000.00 951,480.00 400.00 -48,520.00 9,000.00 .946 .5 Funding Corp .9% 15 Jun Federal Farm Credit Banks 1,000,000.000 1,000,000.00 995,060.00 6,083.33 -4,940.00 21,900.00 2.201 .5 Funding Corp 2.19%21 Ma Federal Home Loan Banks 1% 12 5,000,000.000 5,000,000.00 4,741,350.00 19,305.55 -258,650.00 50,000.00 1.055 2.4 Aug 2026 Federal Home Loan Banks 2,000,000.000 2,030,520.00 1,990,440.00 25,437.50 -40,080.00 82,500.00 4.145 1.0 4.125% 10 Sep 2027 Federal Home Loan Banks 4.5% 1,750,000.000 1,757,429.13 1,753,815.00 4,156.25 -3,614.13 78,750.00 4.490 .9 12 Dec 2025 Federal Home Loan Banks 5%20 500,000.000 500,000.00 499,380.00 7,013.89 -620.00 25,000.00 5.006 .2 Mar 2029 Federal Home Loan Banks 5.05% 2,500,000.000 2,500,000.00 2,492,975.00 9,118.05 -7,025.00 126,250.00 5.064 1.2 05 Dec 2029 Federal Home Loan Mortgage 3,000,000.000 3,000,000.00 3,001,110.00 16,800.00 1,110.00 144,000.00 4.798 1.5 Corp 4.8% 19 Nov 2026 Federal National Mortgage 2,000,000.000 2,000,000.00 1,928,500.00 34.72 -71,500.00 12,500.00 .648 1.0 Association .625% 30 Dec United States Treasury Note/Bond 5,000,000.000 4,809,999.99 4,798,300.00 42,493.20 -11,699.99 112,500.00 2.345 2.4 2.25% 15 Feb 2027 United States Treasury Note/Bond 7,000,000.000 6,975,244.33 6,959,470.00 17,692.29 -15,774.33 201,250.00 2.892 3.5 2.875%31 May 202 United States Treasury Note/Bond 5,000,000.000 4,966,387.93 4,998,850.00 86,311.15 32,462.07 206,250.00 4.126 2.5 4.125%31 Jan 202 United States Treasury Note/Bond 5,000,000.000 4,997,656.24 4,998,700.00 63,397.80 1,043.76 212,500.00 4.251 2.5 4.25% 15 Mar 2027 United States Treasury Note/Bond 5,000,000.000 4,958,196.48 5,001,250.00 45,535.70 43,053.52 212,500.00 4.249 2.5 4.25% 15 Oct 2025 United States Treasury Note/Bond 5,000,000.000 4,996,875.00 5,001,250.00 587.00 4,375.00 212,500.00 4.249 2.5 4.25%31 Dec 2025 Holdings Detail Source. City of South Bend Corporate Agency (619062011) Report as of December 31, 2024 ' Bank Unrealized Annual Current %of Units Total Cost Market Value Accrual Gain/Loss Income Yield Mkt Val United States Treasury Note/Bond 5,000,000.000 5,015,221.18 5,011,350.00 10,216.35 -3,871.18 218,750.00 4.365 2.5 4.375% 15 Dec 202 United States Treasury Note/Bond 6,000,000.000 5,991,669.17 6,011,160.00 35,055.24 19,490.83 270,000.00 4.492 3.0 4.5% 15 Nov 2025 United States Treasury Note/Bond 5,000,000.000 4,991,015.63 5,020,250.00 78,573.90 29,234.37 231,250.00 4.606 2.5 4.625%28 Feb 202 United States Treasury Note/Bond 5,000,000.000 5,067,578.13 5,046,750.00 59,083.10 -20,828.13 231,250.00 4.582 2.5 4.625%30 Sep 202 United States Treasury Note/Bond 5,000,000.000 4,989,062.50 5,024,150.00 84,944.75 35,087.50 250,000.00 4.976 2.5 5%31 Aug 2025 Total: US Treasury&Agencies 78,546,855.71 78,191,130.00 612,739.77 -355,725.71 2,920,650.00 3.735 39.1 Total: Fixed Income 78,546,855.71 78,191,130.00 612,739.77 -355,725.71 2,920,650.00 3.735 39.1 Total 200,423,645.97 200,889,416.38 1,147,125.47 465,770.41 7,161,848.58 3.565 100.0 ACR Performance Summary Total Net 5' ' urce'.'urce City of South Bend Corporate Agency (619062011) Report as of December 31, 2024 ® il " ank Return Details Year to Date Market Value (1 Year) 1 Year 3 Years 5 Years Total Fd Net Fee 202,036,542 5.15 5.15 2.46 1.71 Cash 123,232,672 5.45 5.45 2.98 2.20 Fixed Income 78,803,870 4.88 4.88 2.33 1.65 Total Managed 202,036,542 5.24 5.24 2.55 1.80 Benchmark BOA Treasury 1-3 year 4 OR -1 OH 1 () 1.4U Disclosure , Source. Bank Although the statements of facts in this report have been obtained from and are based upon sources the Firm believes to be reliable, we do not guarantee their accuracy, and any such information may be incomplete and condensed. All opinions and estimates included in this report constitute the Firm's judgment as of the date of this report and are subject to change without notice. Past performance is not a guarantee of future results. Investments are: Not Insured by FDIC or Any Other Not Bank Guaranteed Not Bank Deposits or Other May Lose Government Agency Obligations Value 12/31/2024 CASH REPORT 14 Report of Changes in Cash Balance For the Twelve Months Ending Tuesday, December 31,2024 Report generated 1/24/2025,6:03 PM Plus/(Minus) Ending Variance 1/1 Beginning 2024 YTD 20241TD Accrual Surplus Cash Balance Cash Reserve Above/(Below) Cash Balance Revenue Expenditures Adjustments (Deficit) 12/31/2024 Requirement Reserve Req. City Controlled Funds 101 General Fund $93,698,542.77 4107,120,006.68 S109,949,854.86 ($51,570.10) ($2,881,418.28) S90,817,124.49 54,974,927.43 35,842,197.06 Special Revenue Funds 102 Rainy Day 11,375,389.29 460,869.87 - - 460,869.87 11,836,259.16 3,298,496 8,537,764 201 Parks&Recreation 8,884,669.82 24,308,126.48 22,715,589.68 1,698,464.67 3291,001.47 12,175,671 29 5,678,897 6,496.774 202 Motor Vehicle Highway 6,272,149.84 13,829,268.18 14,679,641.29 242,091 79 (608,281.32) 5,663,868.52 3.669,910 1,993,958 209 Studebaker-Oliver Revitalizing Grants 652,478.'0 26,294.41 39,36".50 - (13,073.09) 639.405.61 - - 210 Economic Development State Grants (134.600.58) 67,698.00 - - 67,698.00 (66,902.58) - - 211 Dept of Community Investment Operating 396,172.21 4,441,599.00 4,844,9'5.32 7,948.05 (395.428.27) 743.94 - - 212 Dept of Community Investment Grants 1,212,370.44 1,495,478.73 2,859,881 76 (79,158.88) (1,443,561.91) (231,191.47) - - 216 Police State Seizures 257,000.51 49,470.73 - - 49,470.73 306,471.24 - - 217 Gift.Donation,Bequest 4,416,666.10 3,747,784.04 5,339,969.98 - (1,592.185.94) 2,824,480.16 - - 219 Unsafe Building 900,258.14 132,211.55 24,780.00 - 107,431.55 1,007,689.69 - - 220 Law Enforcement Continuing Education 999,052.36 659 752.94 904,620.14 (18,460.86) (263,328.06) 735,724.30 226,155.04 509,569.27 221 Rental Units Regulation 210,000.72 313,536.82 152,870.04 (69,662.07) 91,004.71 301,005.43 - - 227 Loss Recover' 2,174,241.93 1,099,625.79 150,000.00 - 949,625.79 3,123,867.72 . - 230 Code Enforcement (18,293"3) 4,257,136.52 4,252,944.19 (2,856.73) 1,335.60 (16,958.13, - - 249 Local Income Tax-Public Safety 6,163,397.21 14,163,964.70 13,856,680.76 - 307,283.94 6,470,681.15 - - 251 Local Road&Street 1,388,435.30 2,438,421.86 3,269,691.45 (78,650.28) (909,919.87) 478,515.43 817,422.86 (338,907.43) 257 LOIT Special Distribution 67,475.48 2,572.93 - (4,314.47) (1,741.54) 65,-33.94 - - 258 Human Rights Federal Grants 155,013.85 319,423.04 231,051.44 - 88,371.60 243,385.45 - - 263 American Rescue Plan 10,144,293.00 18'278.88 9,321,898.00 (28,892.00) (9,163,511.12) 980,781.88 - - 264 COVID-19 Response ("9,650.24) 197 788.64 118,138.40 - 79,650.24 - - - 265 Local Road&Bridge Grant 428,020.10 1,139-34.33 1,229,349.67 - (89,615.34) 338,404,76 - - 266 MVH Restricted 848,707.45 3,241,616.35 2,936,090.55 44,080.00 351,605.80 1,200,313.25 - - 289 Haz-Mat 32,194.26 26,461.11 - (16,465.00) 9,996.11 42,190.37 - - 291 Indiana River Rescue 463,394.19 154,146.28 60,934.62 6,400.00 99,611.66 563,005.135 15,233.66 547,772.20 295 COPS MORE Grant 20,876.46 - - - - 20,876.46 - - 299 Police Federal Drug Enforcement 201,295.73 92,600.09 - (18,830.96) 73,769.13 275,064.86 - 275,064.86 404 Local Income Tax-Certified Shares 2,042,700.87 55,182.69 1,297,124.24 (14,000.00) (1.255.941.55) 786,839.32 - - 408 Local Income Tax-Economic Development 26,620,482.89 21,128,549.14 14,433,866.70 (150,318.56) 6,544,363.88 33,164,846."7 7,216,933.35 25,947,913.42 410 Urban Development Action Grant 69,114.04 2,800.14 - - 2,800.14 71,914.18 - - 725 Morris;Palais Box Office (711,758.30) - - 2,460,138.85 2,460,138.85 1,748,380.55 - - 730 City Cemetery 31,507.07 1,2-651 - - 1,276.51 32,78358 - - 731 Bowman Cemetery 495,643.34 20,080,80 - - 20,080.80 515,724.14 400.000.00 115,724.14 "54 Industrial Revoking Fund 3,050,364.19 2,026,632.'8 81,138.84 .64.1!8-5( 1,881,085.19 4,931,449.38 - - Total Special Revenue Funds 889,029,142.64 $100,087,403.33 $102,800,604.57 $3,915,084.80 61,201,883.56 $90,231,026.20 Debt Service Fonda 112 201'Parks Bond Debt Service 153,345.77 1,194,472.93 1.1",990.00 16,482-93 169,828.70 - 169,828.70 350 2018 Fire Station#9 Debt Service - - 341,331.28 - (341,33128) (341,331.281 341,331.28 (682.662.56) 6-2 Century Center Energy Conservation Debt Service 32,955.57 512,505.89 393,387.54 - 119,118.35 152,073.92 - 152,073.92 - oudt Bend Redevelopment Authority 447,521.12 9,405,858.72 5,992,431.26 - 3,413,427.46 3,860,94858 3,860,948.58 - -55 Smith Bend Building Corporation 231,284.99 1,442,640.28 1,424,542.50 - 18,097.78 249,382.'7 249.382.77 - 756 2015 Smart Streets Bond Debt Service Reserve 1,751,219.17 1,712,584.27 1,706,393.76 - 6,190.51 1,"5',409.68 1,757,409.68 - '57 2015 Parks Bond Debt Service 558,162.18 341,364.29 368,381.26 - (2'.016.9T 531,145 21 531,145.21 - -60 201-Eddy Street Commons Bond Debt Service 3,668,986.50 172.47 - 1-2.4 3669,158.9" 2,500,000.00 1,169,158.97 Total Debt Service Funds $6,843,47530 $14,609,598.85 311,404,457.60 - $3,205,141.25 $10,048,616.55 Capital Fonds 287 Fire Department Capital 1,368,458.12 4,885,121.44 3,060,817.54 (345314.00) 1,478,989.90 3,047,448.02 - - 401 Coveleski Stadium Capital 2,799.38 24.11 21,613.26 - (21,589 151 (18,789.'") - - 406 Cumulative Capital Development 199,512.12 713,314.62 548,540.63 - 164.7-3.99 364,286.11 - - 407 Cumulative Capital Improvement 279,499.44 178,147.11 75,000.00 - 103,147.11 382.646.55 - - 412 Major Moves Construction 1,602,252_09 208,2273.63 884,900.13 - (6-6,626.50) 925,625.59 - - 413 Professional Sports Convention Development Area 252,674.97 6,489,300.22 4,167,772.03 - 2,321,528.19 2,574,203.16 - - 416 Morris Performing Arts Center Capital 160,803.9' 7,700,257.54 1,493,326,48 (330,179.34) 5,876,751.72 6,037,555.69 - - 450 Palais Royale Historic Preservation 128,104.79 22,471.95 - (1.013.98) 21,457.97 149,562.76 - - 451 2018 Fire Station#9 Bond Capital 329,570.'9 13,352_46 - - 13,352.46 342,923.25 - - 453 Zoo Bond Capital 0.01 - 0.01 - (0.01) - - - 455 2021 Infrastnunre Bond Capital 922,516.37 27,841.91 276,'66.85 - (248,924.94) 673,591.43 - - 458 2024 RDA Bond Proceeds(Four Winds) - 44,114,179.74 2,027,334.24 - 44,086,845.50 44,086,84550 - - 4'1 201'Parks Bond Capital 1,370,919,60 41,823.56 358,335.57 - (516,51201) 854,407.59 - - -59 2017 Eddy Street Commons Bond Capital 25,765.55 1.20 1.20 25,766.75 - - Total Capital Funds .44.y $6,842,877.20 $66,394,109.49 $13,114,406.74 ($676,507.32) $52,603,195.43 $59,446,072.63 Enterprise Funds 600 Consolidated Building 2,087,954.34 3,998,248.12 2,273,632.86 - 1,724,615.26 3,812,569.60 568,408.22 3,244,161.39 601 Parking Garages 553,931.93 309,450.96 469,232.66 (27,873.83) (187,655.53) 366,276.40 117,308.17 248,968.24 602 Morris Performing Arts Center Operations 646,795.58 1,069,219.41 1,520,930.65 (55,5822I) (50-293.45) 139,502.13 152,093.07 (12,590941 610 Solid Waste Operations -66,956." 8,213,121.47 7,679,398.26 (22,77124) 510,951.97 1,277,908.74 767,939.83 509,968.91 611 Solid Waste Capital 2,-34,870.62 3,167,656.88 3,670,445.28 - (502_788.40) 2232,08222 -620 Water Works Operations 7,853,449.64 22,684,347.65 17,674,441.47 9,501.66 5,019,407.84 12,872,857.48 883,72207 11,989,135.41 622 Water Works Capital 6,652,330.24 11,326,147.31 2,432,585.04 ( ,000.31) 8,867,561.96 15,519,892.20 - - 624 Water Works Customer Deposit 1,349,629.84 54,661.16 . (2,474.06) 52,187.10 1,401,816.94 1,401,816.94 - I625 Water Works Sinking(Debt Service) 3,665,884.17 150,467.68 175,718.05 (1222,993.99) (1,24824436) 2,417,639.81 - 2,4I',639.81 626 Water Works Bond Reserve 1.478,046.49 124,271.73 - - 124,271.73 1,602,318.22 1,602,318.22 629 Water Works Operations&Maintenance Reserve 3,040,119.52 123,16937 - - 123,16937 3,163,288.89 2,946,329.39 216,959.50 640 Sewer Repair Insurance 1,804,260.28 783,390.01 994,942.11 !12327 99) (223,879.39) 1,5E0,180.89 248,735.53 1,331,645.36 641 Sewage Works Operations 19,586,869.93 44,734,039.52 28,690,819.-8 199,570.10 16,242,789.84 35,829,659.77 1,434,540.99 34,395,118.78 642 Sewage Works Capital 12,732,726.58 979,582.46 4,317,807.41 (12,175.05) (3,350,399.98) 9,382,326.60 - 9,382,326.60 643 Sewage Works Operations&Maintenance Reserve 5,763,455.13 233,504.36 - - 233,504.36 5,996,959.49 4,782759.66 1,214,199.83 649 Sewage Sinking(Debt Service) 6,033,296.37 127,600.26 484,370.37 (447,416.00) (804,186.11) 5,229,110.26 - 5,229,110.26 653 Sewage Debt Service Reserve 3,893,415.08 593,351.10 5,354.00 - 587,997.10 4,481,41218 4,481,41218 654 Sewage Works Customer Deposit 1,360,670.15 57,810.46 - 128,334.82 186,14528 1,516,815.43 1,546,815.43 - 655 Project Releal 461,511.00 476,616.48 397,704.48 2.027.27 80,939.27 542,450.27 99,426.12 443,024.15 667 Storm Sewer 2,163,419.99 1,292,495 78 1,601,474.92 (174,055.72) (483,034.86) 1,680,3135.13 - 1,680385.13 670 Century Center 838,463',- 4,251,120.62 4,776,544.92 (306,754.57) (832,178.87) 6,284.70 1,194,136.23 (1,187,851.53) 6-1 Cennuv Center Capital 1,102,114.-' 1-4,-06.49 223,629.20 - .443922.-1, 1,053,192.01 800,000.00 253,19201 Total Enterprise Funds 686,570,171.94 $104,924,979.28 677,389,031.46 (S1,970,990.40) 625,564,957.42 5112,135,129.36 Internal Service Funds 222 Central Services (680,62237) 10,332,771.22 11,050,761.78 35,561.04 (682,429.52) (1,363,051.89) 1,105,076.18 12,468,128.07) 226 Liability Insurance 6,488,526.24 3,994,584.40 3,098,324.47 12,688.38 908,948.31 7,397,474.55 1,549,162.24 5,848,312.32 2'8 Take Home Vehicle Police 833,591.47 107,505.21 - - 107,505.21 941,096.68 750,000.00 191,096.68 279 IT%Innovation;311 Call Center 5,506,547.10 13,456,828.51 12,508,709.97 (54,09018) 894,028.36 6,400,575.46 -11 Self-Funded Employee Benefits 9,628,439.54 18,994,008.10 18,-34,663.46 (31,020.'01 228,323.94 9,856,763.48 4,683,685.87 5,173,097.62 -1:Unemployment Compensation 45.823.64 9,29-.82 - -'°. - (68,431.55) (22607.91) 19.432.34 (42.040.25) 14 Parental Leave 626,913.42 329,305.02 , ,, v - 251,284.26 878,19-1.68 6.241.66 871,956.02 Total Internal Service Funds $22,449,219.04 $47,224,300.28 $45,548,209.81 ($36,861.46) S1,639,229.01 $24,068,448.05 Fiduciary Funds "01 Fire Pension 392,781.21 3,934,7'8.41 3,985,11 to - (50395.75) 342385.46 398,517.42 (56,131.96) -02 Police Pension 506,772_20 6,084,362.58 6,053,170 48 - 31,192.10 537,964.30 605.317.05 (67.352.75) -09 Payroll Clearing (29,611.67) - - (10,9'9.94) (10,979.94) (40,591.61 i -18 State Tax Withholding Fund 322,126.98 811,550.09 811,550.09 1,133,677.0- 1,133,677.07 - -26 Police Disnibntions Payable 933,965.52 1_4.131.351 i 155,131. 5, 328,85'4.1- 828,834.17 Total Fidaaciaey Funds $2,176,034.24 $10,019,140.99 610,038,344.64 6645,438.80 1616,115.15 $980 39 Total City Controlled Funds 5307,609,463.13 5450,379,538.90 6370,244,909.68 $1,824,594.32 681,959,223.54$389,568,686.67 Redevelopment Commission Controlled Funds Tax Increment Financing Funds 324 TIF-River West Development Area 34,088,454.38 29,690,811.04 38,523,804.55 (222901.46) (9,055,894.9') 25,032,559.41 422 TIF-West Washington 1,883,190.20 671,770.'1 1,208,356.'9 - (536,586,08) 1,346,604.12 429 TIF-River East Development Area(NE Der) 14,630,845.93 11,316,089.92 4,392,535.-3 933,402.16 7,856,956.35 22,487,80228 430 TIF-Sondtside Development Area#1 12,834,453.38 3,827,261.45 8,034,036.39 (7285.00) (4,214,059.94) 8,6_20393.44 - 435 TIF-Douglas Road 604,408.35 376,128.68 - - 376,128.68 980,537.03 - 436 TIF-River East Residential Area(NE Res) 9,025,3-7.39 8.126,14-.35 6,992,824.48 (2".0'2.651 1,106,250.22 10,131,62-.61 - Total Tax Increment Financing Funds $73,066,729.63 $54,008,209.15 $59,151,557.94 $676,143.05 ($4,467,205.74) $68,599,523.89 Redevelopment Funds 433 Redevelopment General 3248345.97 2,489,603.13 2,312,002.4- 19,117.45 196,718.11 3,445,064.08 578,000.82 2,867,063.46 439 Certified Technology Park 11,620.57 470.78 - - 470.78 12,091.35 - 12,091.35 452 2018 TIF Park Bond Capital 2,368,201.82 43,299.69 2,238,755.85 - (2,195,456.16) 172,745.66 - 172,745.66 454 Airport Urban Enterprise Zone 427,896.32 17,336.06 - - 17,336.06 445,232.38 - 445.232.38 456 2023 South Bend Redevelopment Authority Lease Rental Revenue Bond 28,540,322.23 969,952.23 11,782,262.60 5,520,497.13 (5 291,813.24) 23,248,508.99 45-Series B of the Rental Revenue Bonds - 24.509,842.74 7,114,380.36 14,5'0.00 1',410,032.38 1-,410,037 38 - - Total Redevelopment Funds S34,596,386.91 $26,030,504.63 $23,447,40L28 $5,554,184.58 010,137,787.93 $44,733,674.84 Debt Service Funds 315 Airport 2003 Debt Reserve 1,080,522_84 43,768.90 - - 43,68.90 1,124,091.74 1,124,091.74 328 SBCDA 2003 Debt Reserve 1,806,135.73 73,174.96 - - -3,1'4.96 1,879,310.69 1,879,310.69 - 351 2018 TIF Park Bond Debt Service Reserve 1,079,924.2- 43,75277 - - 43,752_77 1,123,677.04 1,123,677.04 - 352 2019 South Shore Double Tracking Debt Service 20,0-3.96 1,039,003.28 1,033,625.00 - 5378.28 25,452.24 - 25,452.24 353 2020 TIF Lbtare Bond Debt Service Reserve 326.952.45 15.05 - 15.05 326,96-.50 326,967.50 Total Debt Service Funds $4,313,409.255 $1,199,714.96 $1,0 3,625.00 - S166,089.96 S4,479,499.21 ['Total Redevelopment Commission Funds 6111,976,525.79 683,238,428.74 $83,632,584.22 $6,215,757.63 $5,836,172.15 $117,812697.941 Grand Total 5419,585,988.92 $533,617,967.64 5453,877,493.90 58,040351.95 $87,795,395.69 $507,381,384.61 CASH MANAGEMENT & INVESTMENT POLICIES 24 't"'y ADMINISTRATION & FINANCE POLICIES City of South Bend Cash Management and Investments Policy Section 1. Authority The City Controller (the"Controller") of the City of South Bend,Indiana (the"City") adopts this statement of policy(this "Policy") pursuant to the Controller's authority as the head of the Administration and Finance Department (the"Department") under South Bend Municipal Code Section 2-21(b). Section 2. Background and Purposes The purpose of this Policy and the accompanying supplements is to set forth policies and procedures related to the City's management of cash and investments.The City is permitted to invest funds in accordance with Indiana Code 5-13-9. Maintaining adequate access to liquid assets (cash and investments) is of paramount importance to the City. The City's liquidity is a major component of its overall fiscal health.The ability to access adequate cash reserves when needed is important for maintaining service levels during periods of lowered tax revenue or for ensuring that non-discretionary expenses (such as debt service) are adequately funded.Additionally, maintaining strong cash reserves is one of the foundations of the City's General Obligation Bond Rating, which is currently one of the highest in the state. In addition to the importance of maintaining strong liquidity,it is important that the City strive to increase its investment and interest income,within the confines of Indiana law and prudent financial management. Indiana law strictly limits the types of investments that the City is permitted to hold,which constrains income opportunity but also reduces risk of investment loss.This Policy will define the City's investment philosophy and procedures designed to ensure compliance with all applicable laws and regulations. The City recognizes that cash management procedures (including receipt,deposit,and reconciliation) carry inherent risk that must be mitigated with appropriate internal control procedures.This Policy will outline these internal controls that must be followed to protect employees and ensure that the City remains a good steward of taxpayer dollars. The City's financial system is Microsoft Dynamics 365 for Finance and Operations ("DFO"). DFO serves as the sole record of cash balances,cash receipts,and cash payments in the City. Any cash receipts that are initially recorded in a separate system must also be recorded in DFO. See the City of South Bend Revenue Recognition Policy for more information. Section 3. Roles and Responsibilities Controller The Controller is responsible for the overall cash management and investment strategy for the City. It is the Controller's responsibility to define acceptable cash reserve requirements and enforce corrective actions (as prescribed in this Policy)when cash reserve requirements are not met.Additionally,it is the Controller's responsibility to oversee the City's investments,including hiring and providing oversight to outside investment management consultants. Finally,the Controller is responsible for designing cash management procedures (including cash receipt and reconciliation) that mitigate inherent risks of cash handling through strong internal control. In fulfilling the Controller's responsibilities under this Policy, the Controller is assisted by the Deputy City Controller and may delegate all appropriate authority to the Deputy City Controller to achieve the purposes of this Policy. 25 Director of Treasury Under the direction of the Controller,the City's Director of Treasury is responsible for the day-to-day management of the City's cash and investment portfolio.This includes performing all bank reconciliations and resolving discrepancies,as well as serving as the point of contact for City employees,bank representatives, or investment management professionals on matters of cash handling,cash management,or investment management.The Director of Treasury is also responsible for ensuring that correct cash handling procedures are followed. Directors of Department Finance Directors of Department Finance are responsible for ensuring that cash receipts are correctly entered into DFO as they are received by various members of their assigned departments.Additionally,Directors of Department Finance work with the Director of Treasury to ensure that proper cash handling procedures are followed in each department and to identify cash receipts that are received by the Director of Treasury (especially those received via wire transfer or automated clearing house (ACH)). Section 4. Establishment of Procedures Except as otherwise provided,it is the Controller's responsibility to establish,direct,modify,and otherwise maintain,from time to time as the Controller may determine in the Controller's discretion, the procedures for carrying out the administrative and financial activities associated with the subject matter of this Policy. Due to the fundamental importance of maintaining strong cash reserves and the inherent risks associated with handling cash reserves,the Controller has established,both within and without DFO, certain rules and procedures for all divisions of the City to protect the City's financial position and safeguard the City's assets,including appropriate internal control measures in accordance with the City of South Bend Internal Control Policy and its supplemental materials. Those rules and procedures are included as supplements to this Policy and may be amended, supplemented,or eliminated from time to time as the Controller may deem appropriate,without the need for further approval of the Mayor or amendment to this Policy. Section 5. Effective Date and Approval This Policy is effective on May 1,2021, and supersedes all prior policies addressing the same subject matter. Established pursuant to South Bend Municipal Code Sec.2 21(b): Daniel Parker,City Controller Date: May 10,2021 Approved pursuant to South Bend Municipal Code Sec.2-21(c): )a es Mueller,Mayor Date: May 10,2021 26 ADMINISTRATION & FINANCE POLICIES Supplement 202— Investments The City shall invest excess cash in various investment vehicles as allowed by Indiana law.The City shall make all investments, in both Deposit and Investment Accounts,in accordance with the terms and limitations of Indiana Code 5-13-9.The current authorization for the City to engage in these investment activities comes from Ordinance No. 10993-23.The City's practice is to obtain authorization via an ordinance on an annual basis,so as to maintain the maximum investment flexibility under Indiana Code 5-13-9. Board of Finance The local Board of Finance (as defined in Indiana Code 5-13-7) will review the investment policy and will receive an investment report on an annual basis coincident with the Annual Meeting of the Board of Finance, held after the 1st Monday in January and before January 31st. Valuation of Investments Currently, the total amount invested is $200 million. On a monthly basis,the City's investment custodian (currently 1"Source) transfers any gain in market value over$200 million or direct dividends paid from investments into the City's depository bank account.This investment income is allocated using the procedures described in Supplement 203. The City will not track the current fair market value of investments on a monthly basis in DFO. Rather, the City's books will be adjusted for FMV of investments on an annual basis only. 27 ADMINISTRATION & FINANCE POLICIES Supplement 208 - Cash Reserve Requirements The City of South Bend has established the following cash reserve guidelines to ensure adequate liquidity. Cash reserves are defined as cash balances on hand less outstanding encumbrances. "Annual expenditures" in each fund do not include capital expenditures. Fund Fund Name Cash Reserve Police 101 General Fund 50%of annual expenditures 102 Rainy Day 3%of prior year operational expenditures in Civil City funds,excluding interfund transfers 201 Parks&Recreation 25%of annual expenditures 202 Motor Vehicle Highway 25%of annual expenditures 209 Studebaker/Oliver Reverting Grants No reserve requirement-Grant fund-spend down to zero Department of Community Investment 210 State Grants No reserve requirement-Grant fund-spend down to zero Department of Community Investment 211 Operating No reserve requirement 212 Department of Community No reserve requirement-Grant fund-spend down to zero Investment Grants 216 Police State Seizures 25%of annual expenditures 217 Gift,Donation,Bequest No reserve requirement 219 Unsafe Building No reserve requirement Law Enforcement Continuing 220 Education 25%of annual expenditures 221 Rental Units Regulation No reserve requirement 222 Central Services I No reserve requirement 226 Liability Insurance 50%of annual expenditures 227 Loss Recovery No reserve requirement 230 Code Enforcement No reserve requirement 249 Local Income Tax-Public Safety No reserve requirement 28 Fund Fund Name Cash Reserve Policy 251 Local Road& Street 25%of annual expenditures 257 LOIT 2016 Special Distribution No reserve requirement 258 Human Rights Federal Grants No reserve requirement-Grant fund-spend down to zero 263 American Rescue Plan No reserve requirement-Grant fund-spend down to zero 264 COVID-19 Response No reserve requirement 265 Local Road&Bridge Matching Grant No reserve requirement-Grant fund-spend down to zero 266 MVH Restricted No reserve requirement 278 Police Take Home Vehicle $750,000 minimum 279 IT/Innovation/311 Call Center I No reserve requirement 287 Fire Department Capital No reserve requirement-Capital fund-spend down to zero 289 Haz-Mat 25%of annual expenditures 291 Indiana River Rescue 25%of annual expenditures 299 Police Federal Drug Enforcement 25%of annual expenditures 312 2017 Parks Bond Debt Service No reserve requirement 315 Airport 2003 Debt Reserve 100%of debt service reserve per bond covenants 324 TIF-River West Development Area No reserve requirement 328 SBCDA 2003 Debt Reserve 100%debt service reserve per bond covenants 350 2018 Fire Station#9 Bond Debt No reserve requirement Service 351 2018 TIF Parks Bond Debt Service 100%debt service reserve per bond covenants 352 2019 South Shore Double Tracking No reserve requirement Debt Service 353 2020 TIF Library Bond Debt Service 100%debt service reserve per bond covenants Reserve 401 Coveleski Stadium CapitalNo reserve requirement-Capital fund-spend down to zero 29 t i Fund Fund Name Cash Reserve Policy 404 Local Income Tax - Certified Shares 50%of annual expenditures 406 Cumulative Capital Development No reserve requirement-Capital fund-spend down to zero 407 Cumulative Capital Improvement No reserve requirement-Capital fund-spend down to zero 408 Local Income Tax-Economic ' 50%of annual expenditures Development 410 Urban Development Action Grant No reserve requirement-Grant fund-spend down to zero 412 Major Moves Construction No reserve requirement-Capital fund-spend down to zero 413 Professional Sports Convention No reserve requirement-Capital fund-spend down to zero Development Area(PSCDA) 416 Morris Performing Arts Center Capital No reserve requirement-Capital fund- spend down to zero 422 TIF-West Washington No reserve requirement TIF-River East Development Area 429 (NE Dev) No reserve requirement 430 TIF-Southside Development Area#1 No reserve requirement 433 Redevelopment General 25%of annual expenditures 435 TIF-Douglas Road No reserve requirement 436 TIF-River East Residential (NE Res) No reserve requirement 439 Certified Technology Park No reserve requirement 450 Palais Royale Historic Preservation No reserve requirement 451 2018 Fire Station#9 Bond Capital No reserve requirement-Bond capital fund-spend down to zero 452 2018 TIF Parks Bond Capital No reserve requirement-Bond capital fund-spend down to zero 453 Zoo Bond Capital No reserve requirement-Bond capital fund-spend down to zero 454 Airport Urban Enterprise Zone No reserve requirement 455 2021 Infrastructure Bond Capital No reserve requirement-Bond capital fund-spend down to zero 30 Fund Fund Name Cash Reserve Policy 471 2017 Parks Bond Capital No reserve requirement-Bond capital fund-spend down to zero 600 Consolidated Building Department 25%of annual expenditures 601 Parking Garages 25%of annual expenditures 602 Morris Performing Arts Center 10%of annual expenditures Operations 610 Solid Waste Operations 10%of annual expenditures 611 Solid Waste Capital No reserve requirement-Capital fund-spend down to zero 620 Water Works Operations 5%of annual expenditures 622 Water Works Capital No reserve requirement-Capital fund-spend down to zero 624 Water Works Customer Deposit 100%cash reserves for customer deposits 625 Water Works Sinking(Debt Service) No reserve requirement 626 Water Works Bond Reserve 100%cash reserves per bond covenants 629 Water Works Operations& 16.67%of annual operating expenses in fund 620,net of Maintenance Reserve transfers 640 Sewer Repair Insurance 25%of annual expenditures 641 Sewage Works Operations 5%of annual expenditures 642 Sewage Works Capital No reserve requirement-Capital fund-spend down to zero 643 Sewage Works Operations& 16.67%of annual operating expenses in fund 641,net of Maintenance Reserve transfers 649 Sewage Works Sinking(Debt Service) No reserve requirement 653 Sewage Works Debt Service Reserve 100%cash reserves per bond covenants 654 Sewage Works Customer Deposit 100%cash reserves for customer deposits 655 Project ReLeaf(Leaf Pickup and 25%of annual expenditures Removal) 667 Storm Sewer No reserve requirement-Capital fund-spend down to zero 31 z\ l Ilk Fund Fund Name Cash Resent! Polk) 670 Century Center Operations 25%of annual expenditures 671 Century Center Capital $800,000 minimum 672 Century Center Energy Conservation No reserve requirement Bond 701 Firefighters Pension 10%of annual expenditures 702 Police Pension 10%of annual expenditures 709 Payroll Clearing No reserve requirement—clearing fund 711 Self-Funded Employee Benefits 25%of annual expenditures 713 Unemployment Compensation 25%of annual expenditures 714 Parental Leave 8%of annual expenditures— 1 month of expenditures 718 State Tax Withholding Fund 100%cash reserves 725 Morris/Palais Box Office 100%cash reserves 726 Police Distributions Payable 100%cash reserves 730 City Cemetery 25%of annual expenditures 731 Bowman Cemetery $400,000 minimum 750 Equipment/Vehicle Leasing No reserve requirement-Capital lease fund-spend down to zero 752 South Bend Redevelopment Authority 100%cash reserves per bond covenants 754 Industrial Revolving Fund No City reserve requirement; there are program requirements 755 South Bend Building Corporation 100%cash reserves per bond covenants 756 2015 Smart Streets Bond Debt Service 100%cash reserves per bond covenants 757 2015 Parks Bond Debt Service 100%cash reserves per bond covenants 759 2017 Eddy Street Commons Bond No reserve requirement-Bond capital fund-spend down Capital to zero 760 2017 Eddy Street Commons $2,500,000 minimum per bond covenant Bond Debt Service 32