My WebLink
|
Help
|
About
|
Sign Out
Home
Browse
Search
2024 - Annual Investment Report to the City of South Bend Board of Finance
sbend
>
Public
>
Common Council
>
Reports
>
City Department and Administration
>
2025
>
2024 - Annual Investment Report to the City of South Bend Board of Finance
Metadata
Thumbnails
Annotations
Entry Properties
Last modified
1/28/2025 11:05:42 AM
Creation date
1/28/2025 11:05:36 AM
Metadata
Fields
Template:
City Council - City Clerk
There are no annotations on this page.
Document management portal powered by Laserfiche WebLink 9 © 1998-2015
Laserfiche.
All rights reserved.
/
31
PDF
Print
Pages to print
Enter page numbers and/or page ranges separated by commas. For example, 1,3,5-12.
After downloading, print the document using a PDF reader (e.g. Adobe Reader).
Show annotations
View images
View plain text
Director of Treasury <br /> Under the direction of the Controller,the City's Director of Treasury is responsible for the day-to-day <br /> management of the City's cash and investment portfolio.This includes performing all bank reconciliations <br /> and resolving discrepancies,as well as serving as the point of contact for City employees,bank <br /> representatives, or investment management professionals on matters of cash handling,cash management,or <br /> investment management.The Director of Treasury is also responsible for ensuring that correct cash <br /> handling procedures are followed. <br /> Directors of Department Finance <br /> Directors of Department Finance are responsible for ensuring that cash receipts are correctly entered into <br /> DFO as they are received by various members of their assigned departments.Additionally,Directors of <br /> Department Finance work with the Director of Treasury to ensure that proper cash handling procedures are <br /> followed in each department and to identify cash receipts that are received by the Director of Treasury <br /> (especially those received via wire transfer or automated clearing house (ACH)). <br /> Section 4. Establishment of Procedures <br /> Except as otherwise provided,it is the Controller's responsibility to establish,direct,modify,and otherwise <br /> maintain,from time to time as the Controller may determine in the Controller's discretion, the procedures <br /> for carrying out the administrative and financial activities associated with the subject matter of this <br /> Policy. Due to the fundamental importance of maintaining strong cash reserves and the inherent risks <br /> associated with handling cash reserves,the Controller has established,both within and without DFO, <br /> certain rules and procedures for all divisions of the City to protect the City's financial position and safeguard <br /> the City's assets,including appropriate internal control measures in accordance with the City of South Bend <br /> Internal Control Policy and its supplemental materials. Those rules and procedures are included as <br /> supplements to this Policy and may be amended, supplemented,or eliminated from time to time as the <br /> Controller may deem appropriate,without the need for further approval of the Mayor or amendment to this <br /> Policy. <br /> Section 5. Effective Date and Approval <br /> This Policy is effective on May 1,2021, and supersedes all prior policies addressing the same subject matter. <br /> Established pursuant to South Bend Municipal Code Sec.2 21(b): <br /> Daniel Parker,City Controller <br /> Date: May 10,2021 <br /> Approved pursuant to South Bend Municipal Code Sec.2-21(c): <br /> )a es Mueller,Mayor <br /> Date: May 10,2021 <br /> 26 <br />
The URL can be used to link to this page
Your browser does not support the video tag.