Policy Drafting

Secure your with sound management policies

Policies Memorialize Management Strategies

We draft all necessary management policies such as a Reserve Policy, Investment Policy, Debt Management Policy, and Pension Management Policy. In addition, we will draft a detailed staff report and resolution for ease of adoption by your board or council.

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Policies for Public Agencies

Reserve Policy

A Reserve Policy establishes minimum levels for designated funds to ensure stable service delivery, meet future needs, and protect against financial instability.

Pension Policy

A Pension Policy establishes target funded ratios, details how pension costs (normal and UAL costs) will be allocated, and establish a pension designated 115 trust.

Debt Management Policy

A Debt Management Policy establishes guidelines for debt issuance practices and informs rating agencies, lenders and investors of fiscal responsibility.