Primary Department: Management and Budget
Primary Department Head/Elected Official: Daniel Ramos, Executive Director
Secondary Department: N/A
Secondary Department Head/Elected Official: N/A
Regular or Supplemental RCA: Regular RCA
Type of Request: Policy
Project ID (if applicable): N/A
Vendor/Entity Legal Name (if applicable): N/A
MWBE Contracted Goal (if applicable): N/A
MWBE Current Participation (if applicable): N/A
Justification for 0% MWBE Participation Goal: N/A - Goal not applicable to request
Grant Indirect Costs Rate (if applicable): N/A
Justification for 0% Grant Indirect Costs Rate (if applicable): N/A - Not a grant item
Request Summary (Agenda Caption):
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Request for approval of an update to the Harris County Investment Policy broker/dealer list.
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Background and Discussion:
The Harris County Investment Policy establishes the guidelines, authorized investments, controls, and reporting requirements governing the investment of County funds in accordance with the Public Funds Investment Act. As part of this update, the broker/dealer list has been updated based on the evaluation performed by the County and its investment advisors.
Expected Impact:
Provides an updated policy framework governing the prudent investment and management of County funds.
Alternative Options:
N/A
County Strategic Plan Goal: N/A
County Strategic Plan Objective: N/A
Justice/Safety Initiative (Goal 1): N/A
Infrastructure Initiative (Goal 2): N/A
Economy Initiative (Goal 3): N/A
Health Initiative (Goal 4): N/A
Climate/Resilience Initiative (Goal 5): N/A
Housing Initiative (Goal 6): N/A
Additional notes related to the Strategic Plan:
Prior Court Action (if any):
Date Agenda Item # Action Taken
Location:
Address (if applicable):
Precinct(s): Choose an item.
Fiscal and Personnel Summary Service Name Current Fiscal Year Cost Annual Fiscal Cost Labor
Non-Labor Total Recurring Expenses Funding Sources Existing Budget Choose an ite...
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