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.
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.
Share your policy needs with us below for a complimentary strategy meeting.
