5502FOLLOWS:
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ORDINANCE NO. 5502
AN ORDINANCE OF THE CITY OF ANAHEIM
ADDING NEW SECTION 1.04.995 TO CHAPTER
1.04 OF TITLE 1 OF THE ANAHEIM MUNICIPAL
CODE ESTABLISHING THE INVESTMENT ADVISORY
COMMISSION.
THE CITY COUNCIL OF THE CITY OF ANAHEIM DOES ORDAIN AS
SECTION 1.
That a new Section 1.04.995 be, and the same is hereby,
added to Chapter 1.04 of Title 1 of the Anaheim Municipal Code to
read as follows:
111.04.995 INVESTMENT ADVISORY COMMISSION
.010 ESTABLISHMENT
The Investment Advisory Commission is
hereby established pursuant to Section 900 of the Charter of
the City of Anaheim.
.020 MEMBERSHIP
The Investment Advisory Commission shall
consist of five (5) members, none of whom shall hold any
paid office or employment in the City government and each of
whom shall reside or work within the City of Anaheim. The
members shall also meet and retain certain qualifications,
if any, as may be established by resolution of the City
Council. No member shall be financially interested in any
contract, or otherwise conduct any business with, the City
or any of its agencies, either on an individual basis or as
a partner, shareholder, member or employee of any firm.
.030 APPOINTMENT AND REMOVAL
The members of the Commission shall be
appointed by the affirmative votes of a majority of the
entire City Council and shall be subject to removal at any
time by motion of the City Council adopted by the
affirmative votes of a majority of the entire City Council.
.040 TERM OF APPOINTMENT
Each member of the Commission shall
serve for a term of four years and until his or her
respective successor is appointed and qualified; provided,
however, that the terms of the Commission members first
appointed shall expire as designated by the City Council at
the time of their appointments as follows:
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One on the thirtieth day of June of the
first year following the year of appointment;
One on the thirtieth day of June of the
second year following the year of appointment;
One on the thirtieth day of June of the
third year following the year of appointment; and
Two on the thirtieth day of June of the
fourth year following the year of appointment.
.050 VACANCIES
Any vacancy occurring before the
expiration of the term of a Commission member shall be
filled by appointment by the City Council for the remainder
of such term.
.060 ORGANIZATION, MEETINGS AND PROCEDURES
.010 The Commission shall, not later
than fifteen (15) days following the effective date of this
Section, and annually at its first regular meeting following
the first day of July in each year thereafter, hold a
meeting duly called and noticed by the City Clerk as may be
required by law to elect a Chairman and Vice -Chairman and to
conduct such other business as may be necessary.
.020 The Commission shall meet
regularly at least once each quarter and shall hold such
other meetings as from time to time shall be called in the
manner and form required by law. Meetings shall be
conducted in accordance with Section 904 of the Anaheim City
Charter. Regular meeting dates and times shall be
established by the Commission. A majority of the total
number of members of the Commission then in office shall
constitute a quorum.
.030 The meetings and procedures of the
Commission shall be subject to and governed by the
resolutions and ordinances of the City Council establishing
rules and regulations for City boards and commissions.
.040 The Commission shall have the
power to appoint subcommittees of less than a quorum of the
Commission to perform tasks within the scope of the
Commission's responsibility and to make reports and
recommendations for consideration by the Commission.
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.070 APPROPRIATIONS
The City Council shall include in its
annual budget such appropriations of funds as, in its opinion,
shall be sufficient for the efficient and proper functioning of
the Commission.
.080 NO COMPENSATION
Members of the Commission shall serve
without compensation.
.090 POWERS AND DUTIES
The Investment Advisory Commission is an
advisory body to the City Council and, as such, shall have
the power and duty to:
.010 Review the Annual Investment
Policy proposed by the City Treasurer and the monthly City
Treasurer's Report as submitted to the City Council pursuant
to Section 53607 of the Government Code; and review other
investment reports, if any, prepared for submission to the
City Council.
.020 Make recommendations to the City
Council regarding said Investment Policy, monthly City
Treasurer's Reports, and other investment reports, if any,
submitted to the City Council.
.030 Act in an advisory capacity to the
City Council in matters pertaining to the investment of City
funds and the funds of other agencies governed by the
City Council and which funds are invested by the City
Treasurer (including but not limited to funds of the Anaheim
Redevelopment Agency, Anaheim Housing Authority, and Anaheim
Public Financing Authority).
.040 Review and make recommendations on
the City Treasurer's investment strategies and portfolio
asset and maturity structure. Emphasis of the Commission
shall be on overall investment activities incorporating cash
flow, permitted investments and risk/return factors. The
Commission shall function in a general oversight capacity
and shall not make investment decisions on individual
securities.
.050 Perform such additional duties and
functions as may be required from time to time by specific
action and direction of the City Council.
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.060 Receive such administrative
support, assistance and information from the City Manager,
and/or such other appointed officers or employees of the
City as directed by the City Manager, and/or such
consultants, advisors or professionals as engaged by the
City for such purpose., as may be directed by the City
Council, or as may from time to time reasonably be requested
by the Commission for purposes of performing the duties and
functions specified herein; provided, however, any such
requests must be consistent with the City Charter and all
City ordinances, resolutions, contracts, policies and rules,
including any limitations contained in the City Charter
which are otherwise applicable to the City Council or its
members.
.070 It shall not be the purpose of the
Commission to advise on regular or routine Treasury
administration. It is intended that the Commission act in
an advisory capacity to the City Council only and that the
Commission not be vested with final authority in the
establishment of investment strategies or the purchase of
specific securities nor that it direct City staff to conduct
costly analyses unless specifically directed and approved by
the City Council."
SECTION 2. SEVERABILITY
The City Council of the City of Anaheim hereby declares
that should any section, paragraph, sentence or word of this
ordinance of the Code, hereby adopted, be declared for any reason
to be invalid, it is the intent of the Council that it would have
passed all other portions of this ordinance independent of the
elimination herefrom of any such portion as may be declared
invalid.
THE FOREGOING ORDINANCE is approved and adopted by the
City Council of the City of Anaheim this 13th _ day of
June , 1995.
MAY R OF THE CITY OF HEIM
ATTEST:
CITY CLERK OF THE CITY OF ANAHEIM
JLW:lm
11057.1\JWHITE\May 30, 1995 4
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.
CITY OF ANAHEIM )
I, LEONORA N. SOHL, City Clerk of the City of Anaheim, do hereby certify that the foregoing Ordinance
No. 5502 was introduced at a regular meeting of the City Council of the City of Anaheim, held on the 6th
day of June, 1995, and that the same was duly passed and adopted at a regular meeting of said City
Council held on the 13th day of June, 1995, by the following vote of the members thereof:
AYES: MAYOR/COUNCIL: Tait, Lopez, Zemel, Feldhaus, Daly
NOES: MAYOR/COUNCIL: None
ABSENT: MAYOR/COUNCIL: None
AND I FURTHER CERTIFY that the Mayor of the City of Anaheim signed said Ordinance No. 5502 on the
13th day of June, 1995.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Anaheim
this 13th day of June, 1995.
CITY CLERK OF THE CITY OF ANAHEIM
(SEAL)
I, LEONORA N. SOHL, City Clerk of the City of Anaheim, do hereby certify that the foregoing is the original
of Ordinance No. 5502 and was published once in the North Orange County News on the 22nd day of June,
1995
CITY CLERK OF THE CITY OF ANAHEIM