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HomeMy WebLinkAbout2000-12-19-0900AM-Regular{ f BR.AZOS COUNTY BRYAN. TEXAS r- IL ED T4'a0 DEC 14 PM 4: 36 ..d CLERK BRAZOS(G6hIY CUURTIMUSE BRYAN. 1EJIAS 8YQ/YArE DEP NOTICE OF MEETING AND AGENDA BRAZOS COUNTY COMMISSIONERS COURT THE COMMISSIONERS COURT WILL MEET INA REGULAR SESSION ON TUESDAY, DECEMBER 19, 2000 AT 9:00 A.M. IN THE COMMISSIONERS COURTROOM OF THE BRAZOS COUNTY COURTHOUSE, 300 EAST 26'M STREET, SUITE 115, BRYAN, TEXAS. 1. Invocation - Commissioner Cauley. 2. Pledge of Allegiance - Commissioner Cauley. 3. Call for citizen input and/or concerns. • Consider and take action on agenda items 4 - 28: 4. Budget Amendment 00/01-11. 5. Reclassification of positions in the Computer Network Services Department. 1 6. Personnel Changes of Status. 7. Payment of Claims. 8. Recurring Payment Request for Database Technologies, Inc. 9. Establishing and funding of a Court Reporter position for the 2728d District Court to become effective January 1, 2001. 10. First Amendment to Tax Abatement Agreement with STATA Corporation. 11. Creation of a Document Imaging Committee. • 12. A Resolution authorizing the submission of a grant request to the Criminal Justice Division of the Governor's Office for funding a program known as the "Brazos Valley Narcotics Task Force." 13. Recognition of the College Station Fire Department as a provider of emergency ambulance service for rural Brazos County. 14., Rescinding authorization for Commissioner Tony Jones to negotiate for construction of a building for the Justice of the Peace/Constable, Precinct 2, offices. 15. Authorization for Commissioner Tony Jones to negotiate for leasetpurchase ofa building for the Justice of the Peace/Constable, Precinct 2, offices. 16. Blanket Purchase Orders. Y L3 L--= &-'M Commissioners Court Meeting Agenda December 19, 2000 Page Two 17. Award of the following bids and approval of corresponding requisitions for annual contracts for the Road & Bridge Department: a. Bid #2001-016 Cold Mix Limestone - Annual Contract b. Bid #2001-017 Fencing Supplies - Annual Contract C. Bid #2001-018 Fence Building - Annual Contract d. Bid #2001-019 Motor Grader Blades - Annual Contract 18. Permission to advertise for Bid #2001-031, Two-lane Roadway Bridge, White Switch Road over Big Creek. 19. Extension of Contract and requisition with Tanner Consulting for Electronic Records Management Services. 20. Exemption from competitive bidding for requirements for Thomas M. Golson. 21. Personal Services Contract with Thomas M. Golson relative to Imaging, Network and System Management Consulting. 22. Requisition from Capital Assets - Judicial Software for Software Licenses for Microsoft Project 2000. 23. Acceptance of the roads and drainage structures in Willow Run Subdivision, Phase III for Brazos County maintenance. Roads to be maintained are Alacia Court, Apricot Glen - and Suzanne Place. Site is located in Precinct 1. 24. Request by Road & Bridge Department to enter Floyd Gunn's property at the end of River Road for the purpose of constructing a berm to control erosion. Site is located in Precinct 1. 25. Acceptance of Municipal Development Group's lump sum cost estimate of $29,000.00 for engineering and design to construct an 8" water line to accommodate the proposed I&GN Road extension project. Site is located in Precinct 1. 26. Request from Verizon to construct buried cable installation in the right-of-way of Dilly Shaw Tap Road. Site is located in Precinct 2. 27. Review and approval of the County Investment Policy and the following related items: a. Broker Dealer list b. Investment Advisory Committee members c. Continuing education requirements. 28. Approval of the October 2000 Treasurer's Report. 29. Acknowledge receipt of monthly reports from department heads and elected officials. 30. Announcement of interest items and future agenda topics. 31. Call for citizen input and/or concerns. 32. Adjourn. The Courthouse is wheelchair accessible. Handicap parking spaces are available. Any request for sign interpretive services must be made two business days before the meeting. To make arrangements, call (979) 361-4102. COMMISSIONERS' COURT REGULAR MEETING DECEMBER 19, 2000 • A regular meeting of the Commissioners' Court of Brazos County, Texas was held in the Commissioners' Courtroom in the Courthouse in Bryan, Brazos County, Texas, beginning at 9:00 a.m. on Tuesday, December 19, 2000, with the following members of the Court present: Alvin W. Jones, County Judge, Presiding; Tony Jones, Commissioner of Precinct 1; Wm.S. Thornton, Commissioner of Precinct 2; Randy Sims, Commissioner of Precinct 3; Carey Cauley, Jr., Commissioner of Precinct 4; Mary Ann Ward, County Clerk. The attached sheet contains the names of the citizens and officials that were in attendance. Commissioner Cauley gave the invocation and led the pledge of allegiance. • There was no citizen input and/or concerns. The Court next considered Budget Amendment #00/01-11.1 through 11.2 which would increase the budget of the TJPC State Financial Assistance Contract for Juvenile Services and then reduce funds for the TJPC Challenge Grant. On motion by Commissioner Sims, seconded by Commissioner Cauley, the Court voted unanimously to approve the budget amendment as submitted. A copy is attached. The next matter for consideration was the l i reclassification of two positions in the Computer Network Services Department. In a memo to the Court, Commissioner Cauley asked that the Programmer/Analyst positions currently budgeted at pay group 23, step 10 paying $42,695.00 annually be reclassified to a pay group 33, step 5 paying $61,835.00 annually, On motion by Commissioner Cauley, seconded by Commissioner Sims, the Court voted unanimously to approve the xequest for reclassification of positions. Vol 0 Page 155 Commissioners' Court meeting December 19, 2000 2 The Court proceeded to consider the change of status of employees as submitted on the attached Personnel Action Requests. On motion by Commissioner Sims, seconded by Commissioner Cauley, the Court voted unanimously to approve the changes as submitted. The Court next considered the following Claims as submitted by the County Treasurer for payment: 20014011 through 20014303 On motion by Commissioner Jones, seconded by Commissioner Thornton, the Court voted unanimously to approve the Claims as submitted. The Court next considered authorizing the Auditor's office to process a recurring payment request for the following: a) Database Technologies, Inc. for 6 months of unlimited access to Autotrak Plus. 6 equal payments of $250 for a total of $1,500. On motion by Commissioner Cauley, seconded by Commissioner Sims, the Court voted unanimously to authorize the Auditor's office to process the previously noted recurring payment. The next matter for consideration by the Court was to establish and fund a Court Reporter position for the 272nd District Court to become effective January 1, 2001. On motion by Commissioner Cauley, seconded by Commissioner Sims, the Court voted unanimously to establish and fund the position. The Court next considered approval of the First Amendment to Tax Abatement Agreement with STATA Corporation. In the original Tax Abatement Agreement dated March 29, 1999 STATA was supposed to occupy the business facility on or before December 31, 2000. Because they are unable to do so this amendment will extend the occupancy period by 60 days and amend the Tax Abatement Schedule. Vol 0 a' Page 13U I,,_-_.,\ • • -0 r Commissioners' Court meeting December 19, 2000 3 On motion by Commissioner Sims, seconded by Commissioner Cauley, the Court voted unanimously to approve the First Amendment to Tax Abatement Agreement with STATA Corporation. A copy is attached. The Court next considered a request by the District Clerk to create a Document Imaging Committee. Commissioner Cauley moved to approve. Commissioner Thornton seconded the motion. After some discussion, Commissioner Cauley and Thornton withdrew their motion and second. Then on motion by Commissioner Cauley, Seconded by Commissioner Sims, the Court voted unanimously to create a Document Imaging Committee and Information Technology Committee. On motion by Commissioner Sims, seconded by Commissioner Cauley, the Court voted unanimously to adopt a resolution authorizing the County Judge to submit a grant request to the Criminal Justice Division, Office of the Governor, for funds for a program known as the "Brazos Valley Narcotics Task Force and to authorize the County Judge to accept such grant funds should they be tendered. The Court next recognized the College Station Fire Department as a provider of emergency ambulance service for rural Brazos County. On motion by Commissioner Thornton, seconded by Commissioner Jones, the Court voted unanimously to recognized the College Station Fire Department as the 9-1-1 ambulance service provider along with performing the non 9-1-1 emergency transfers. The Court next considered rescinding authorization for Commissioner Tony Jones to negotiate for construction of a building for the Justice of the Peace/Constable, Precinct 2 offices. On motion by Commissioner Thornton, seconded by Commissioner Cauley, the Court voted unanimously to rescind authorization. Vol Page 137 Commissioners' Court meeting December 19, 2000 4 The next matter before the Court was authorization for Commissioner Tony Jones to negotiate for lease/purchase of a building for the Justice of the Peace/Constable, Precinct 2 offices. The County Auditor questioned the Court's authority to lease purchase without creating a debt. On motion by Commissioner Sims, seconded by Commissioner Cauley, the Court voted unanimously to authorize Commissioner Tony Jones to negotiate for lease/purchase of a building. The Court proceeded to consider the following blanket Purchase Orders: Ray Criswell Jail Administration $ 600 Brazos Wholesale Jail Administration $ 500 Acme Soap Jail Administration $ 800 Cain's Coffee Jail Administration $ 600 Lilly Dairy Jail Administration $2,800 Butterkrust Jail Administration $1,600 Good Source Jail Administration $1,000 Glazier Jail Administration $ 800 US Food Service Jail Administration $ 800 Ben E. Keith Jail Administration $1,350 Performance Jail Administration $7,000 Sysco Food Jail Administration $7,000 Alliant Foods Jail Administration $8,000 Scarmardo Prod. Jail Administration $2,350 On motion by Commissioner Thornton, seconded by Commissioner Cauley, the Court voted unanimously to approve the Blanket Purchase Orders as submitted. The Court next considered awarding the following bids and approving the corresponding requisitions for annual contracts for the Road & Bride Department: Bid No. 2001-016, Cold Mix Limestone Concrete Pavement Pat Howard, Purchasing Agent, recommended acceptance of the bid submitted by Smyth Mines for TDH 330 Class A, Type D, Loaded Only; Yong Contractors: THD 330 Class A, Type D, Loaded and & Hauled and THD 350 Class A, Type D, Loaded & Hauled and Colorado Materials: THD 350 Class A, Type D, Loaded Only. A copy of the bid tabulation is attached. Vol a►~ Page 133 • • f Commissioners' Court meeting December 19, 2000 5 Bid No. 2001-017, Fencing Supplies Annual Contract Pat Howard, Purchasing Agent, recommended acceptance of the bid submitted by Brazos Bottom Crop Care: items 3.1,5.1,1-5.5; Woodson Lumber: items 1,2,3.2,4.1,4.3 and Hicks Post: items 4.2 & 4.4. A copy of the bid tabulation is attached. Bid No. 2001-018, Fence Building-Annual Contract Pat Howard, Purchasing Agent, recommended acceptance of the bid submitted by Hurst Fencing. A copy of the bid tabulation is attached. Bid No. 2001-019, Motor Grader Blades Pat Howard, Purchasing Agent, recommended acceptance of the bid submitted by Head & Guile Parts. A copy of the bid tabulation is attached. On motion by Commissioner Sims, seconded by Commissioner Cauley, the Court voted unanimously to accept the recommendations of the Purchasing Agent for the above listed bids and approve the corresponding requisitions for annual contracts. The next matter for consideration was approval for the Purchasing Agent to advertise Bid 2001-031 Two Lane Bridge on White Switch Road in Precinct 1. On motion by Commissioner Jones, seconded by Commissioner Thornton, the Court voted unanimously to authorize the Purchasing Agent to advertise for bids for the bridge. The Court next considered the extension of contract and requisition with Tanner Consulting for Electronic Records Management Services. On motion by Commissioner Cauley, seconded by Commissioner Sims, the Court voted unanimously to extend the contract and approve payment of a requisition in the amount of $9,178.00. The Court next considered an Exemption from Competitive Bidding Requirements of Local Government Code, Section 262.024(a)(1). This is for the purchase of professional services from Thomas M. Golson. On motion by Commissioner Vol A 9X Page 1301 Commissioners' Court meeting December 19, 2000 6 Sims, seconded by Commissioner Cauley, the Court voted unanimously to approve the Exemption of Competitive Bidding Requirements and authorized the payment for all purchases to the designated vendor during the 2001 fiscal year. The next matter before the Court was approval of a Personal Services Contract between Brazos County and Thomas M. Golson for Imaging, Network and System Management Consulting. Commissioner Cauley moved to approve the contract- Commissioner Sims seconded the motion. After some discussion, Commissioner Cauley moved to amend item 3 to reduce the billing rate from $125 per hour to $100 per hour and put a limit of $5,000 for the total billing. Commissioner Thornton seconded the motion. The Court voted unanimously to enter into contractual agreement with Thomas M. Golson and to amend the provisions in item 3. A copy of the contractual agreement is attached hereto. The Court next considered approval of a requisition from the Capital Assets Fund for the following purchase: a) Four Software Licenses for Microsoft Project 2000, $957.00 On motion by Commissioner Cauley, seconded by Commissioner Sims, the Court voted unanimously to approve the requisitions to be paid from Capital Assets Fund The Court next considered acceptance of the roads and drainage structures in Willow Run Subdivision, Phase III for Brazos County maintenance. Roads to be maintained are Alacia Court, Apricot Glen and Suzanne Place all in Precinct 1. Commissioner Jones moved to approve. Commissioner Cauley seconded the motion. Commissioners Jones, Sims Cauley and the County Judge voted "Aye". Commissioner Thornton abstained. The motion carried. Vol a~ Page I4D Commissioners' Court meeting December 19, 2000 • • 1 1'1 1 7 The Court next considered authorizing work outside of county rights-of-way for the health, safety and welfare of the general public. The Road and Bridge Department requested permission to enter the private property of Floyd Gunn on River Road to construct a berm for erosion control. On motion by Commissioner Jones, seconded by Commissioner Thornton, the Court voted unanimously to authorize the work. The Court next considered acceptance of the municipal Development Group's lump sum cost estimate of $29,000.00 for engineering and design to construct an S inch water line to accommodate the proposed I&GN Road Extension project in Precinct 1. On motion by Commissioner Jones, seconded by Commissioner Cauley, the Court voted unanimously to accept the Municipal Development Group's lump sum cost estimate. The Court next considered the request from Verizon for buried cable installation in the right-of-way of Dilly Shaw Tap Road beginning approximately 1,500 feet from its intersection with Jack Creek Road and extending south for 1,100 feet. The site is located in Precinct 2. The County Engineer stated that all appeared to be in order and recommended approval. On motion by Commissioner Thornton, seconded by Commissioner Sims, the Court voted unanimously to approve the request of Verizon and authorized the installation. A copy of the request is attached hereto. The Court next considered approval of the County Investment Policy and the following related,items: a. Broker Dealer List b. Investment Advisory Committee members c. Continuing education requirements on motion by Commissioner Sims, seconded by Commissioner Cauley, the Court voted unanimously to approve the County Investment Policy and the related items. A copy is attached. ao~ Vol Page 141 Commissioners' Court meeting December 19, 2000 8 The Court received, approved and ordered filed as submitted the Treasurers report for October 2000. A copy of which is attached to and made a part of these minutes. Under announcement of interest items and possible future agenda topics the County Judge made the following comments: a) There will be a swearing in ceremony for the two Commissioners, Sheriff, Tax Assessor/Collector, District Judge and Justices of the Peace on January 1, 2001. The Sheriff invited all to a reception on Thursday, December 21, 2000 from 1:00 p.m to 4:00 p.m. There was no citizen input and/or concerns. There being no further business to come before the Court, the meeting was adjourned. RA 14X Vol Page r Commissioners' Court meeting December 19, 2000 9 • The foregoing minutes of the Commissioners Court meeting held December 19. 2000 have been examined and are approved in open Court this the ~T day of 20Q1 in Bryan, Brazos County, Texas. Alvin W. ones To W one County Judge Commiss' ner, Precinct 1 ;t --4- ~ W-r - 7 Z ~ m. S. Thorn on Commissioner, Precinct 2 Cae, Jr. / ssi ner, Preci c 4 • l~ u Randy Sims Commissioner, Precinct 3 Z rf~~.L~` %"vr Karen McQueen County Clerk Vol a Page 11+3 BRAZOS COUNTY COMMISSIONERS COURT MEETING ON 200 L AT " o 4 - - r . V-L v` c-.- V IL lcu~. 1 c NS ~t c`. -1 71cl: 4,_ a;~ p 144 f ~ e I • BRAZOS COUNTY COMMISSIONERS COURT MEETING ON~- c.. /4 200 L AT "OD NAME ()Rr.AMT7ATT(lATM DAD-rWf AT-r • VIA .+~r4 J.} k \Yrflwf W WIpYAI BRAZOS COUNTY. TEXAS BUDGET AMENDMENT(S) FOR THE 2000-2001 BUDGET YEAR NO. 00/01 - 11.1 through 11.2 On this the 19th day of December 2000 at a regular meeting of the Commissioners' Court, the following members were present: Alvin W. Jones, County Judge, Presiding Tony Jones, Commissioner, Precinct 1; Wm. S. Thornton, Commissioner, Precinct 2; Randy Sims, Commissioner, Precinct 3; Carey Cauley, Commissioner, Precinct 4; Mary Ann Ward, County Clerk. The following proceedings were held: THAT WHEREAS, on December 19, 2000 the Court heard and approved a budget amendment for the 2000-2001 budget year for Brazos County, Texas. WHEREAS, an expenditure is necessary due to the necessity to meet unusual and unforeseen conditions which could not be reasonably included in the original budget adopted September 9, 1999 the following amendment(s) to the original are hereby authorized, as described on the attached page(s). ADOPTED AND APPROVED this the 19th day of December 2000. THE COMMISSIONERS' COURT OF BRAZOS COUNTY, TEXAS. By: Alvin W. Jones, County Judge Original: County Clerk's Office and attached to the original budget Copies: County Auditor County Treasurer Commissioners' Court Minutes a i • • • 1 I BRAZOS COUNTY, TEXAS BUDGET AMENDMENTS No. 00/01-11.1 12/19/00 FD DIV ACCT PROJ DR/CR ACCOUNT NAME Increase Decrease 30 3121 710400 312101 Dr. Contract Placement 8,510.00 30 480465 Cr. TJPC - State Aid 8,510.00 To increase the grant per the TJPC - Amendment #1 for the State Financial Assistance Cont ract Fiscal Year 2 001-State Aid #TJPC-A-2001-02 1. epare Byc r ; • .M pprove ate . A 12/11 /0 ate• . t ~S tRaxro~ M r Texas Juvenile Probation Commission Amendment Number One State Financial Assistance Contract Fiscal Year 2001 For Entitled Grant Programs: State Aid #TJPC-A-2001-021 Community Corrections Assistance Program #TJPC-Y-2001-021 This Is Amendment Number One to the Fiscal Year 2001 State Financial Assistance Contract ('Amendment Number One') between the State of Texas, represented by and through the Texas Juvenile Probation Commission, hereinafter called 'TJPC', and the Juvenile Board of Brazos County hereinafter called 'Recipient. In consideration of the mutual agreements contained herein and other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged. TJPC and Recipient. for the consideration hereinafter detailed, make the following agreements. 1. PURPOSE AND SCOPE OF AMENDMENT NUMBER ONE 1.1. The purpose of Amendment Number One between TJPC and Recipient is to amend Article III of the Fiscal Year 2001 State Financial Assistance Contract II. AMENDMENT TO ARTICLE II Article II is amended by adding subsection 2.16 to read as follows: 2.1.6 Juvenile Board Resolution or an equivalent statement of authority to lawfully enter into Amendment Number One executed by the Recipient as Exhibit 'P. III. AMENDMENT TO ARTICLE III Article III, subsection 3.1, paragraph 3.1.1 is amended by adding the following two sentences to the end of the paragraph to read as follows: TJPC further agrees to pay Recipient an additional $8,510.00 (Eight thousand five hundred ten dollars) as funding for faster growing counties. TJPC also agrees to pay Recipient any additional monies awarded to Recipient at the discretion of TJPC's governing board during Fiscal Year 2001. IV. AUTHORITY TO CONTRACT 4.1. Recipient's Authority. The person or persons signing and executing this Contract on behalf of the Recipient or representing themselves as signing and executing the Contract on behalf of the Recipient, Texas Juvenile Probation Commission IL 11/07/00 2001 State Financial Assistance Contract Page 1 Amendment Number One „fit r,~mi to, V~ . . ~J ~J guarantee that they have been fully authorized by the Recipient to execute the Contract on behalf of the Recipient and to validly and legally bind the Recipient to all the terms and provisions contained in this Contract. Evidence of this authority to Contract is attached to this Contract as Exhibit 'F'. For the faithful performance of the terms of this Contract, the parties hereto In their capacities as stated, execute this Contract, affix their signatures and bind themselves. THE STATE OF TEXAS . Acting By and Through the Texas Juvenile Probation Commission (TJPC) BY Typed Name: ANNIE COLLIER Title: TJPC CONTRACT ADMINISTRATOR Date: RECIPIENT The Juvenile Board of Brazos County By. - r~ J role Board Chaimwfl/Chairperson Typed Name: Al Jones Title: County Judge Date: 12/06/2000 BY ~~U A Chre Administrative Officer Typed Name: Ernie Wentrcek Title: Chief Executive Officer Date: 12/06/2000 BY Fiscal OffifiM Typed Name: John Reynolds Title: County Auditor Date: 12/06/2000 • Texas Juvenile Probation Oam~issron LV07/00 2001 mState en Assistance Contract 14q Page 2 Artrendment Nuftibal Number One Pon AM Exhibit IF" IUVENILE BOARD RESOLUTION STATE OF TEXAS Know All Men By These Present COUNTY OF BRAZOS On this the 6th day of December 20 00, a duly called and lawfully convened meeting of the Juvenile Board of Brazos County, Texas was held in the City of Bryan , pursuant to the Texas Open Meetings Act A quorum of the Members were present, to wit: (Insert Names of Juvenile Board Members Present) Al Jones, County Judge J. D. Langley, Judge, 85th District Beck Se rest, Citizen Member John Delaney, Judge, 272nd District where, among other matters, came up for consideration and adoption the following Resolution: Whereas, the Texas Juvenile Probation Commission has made available and offered state financial assistance monies to assist local juvenile boards in the provision of juvenile probation services; and Whereas, the Juvenile Board of Brazos County voluntarily wishes to participate in the aforementioned state financial assistance grants; and Whereas, the Juvenile Board believes that execution of Amendment Number One to the Fiscal Year 2001 State Financial Assistance Contract will further the interests of juvenile justice in this county and are in support of this resolution; and Therefore Be It Resolved that the Juvenile Board of Bryan County, Texas does hereby formally authorize and approve execution of Amendment Number One to the State Financial Assistance Contract for fiscal year 2001 with the Texas Juvenile Probation Commission. Page 1 of 2 1 • Further Be It Resolved that the current Juvenile Board Chairman, Al Jones be, and is hereby, authorized to sign this Resolution as the act and deed of the Juvenile Board of Brazos County. The foregoing Resolution was lawfully moved by John Delaney duly seconded by Becky Segrest , and duly adopted by the Juvenile Board on a vote of 4 members for the motion and o opposed. Al Jones. Countv Judee Printed Name of Juvenile Board Chair Signature of Jw a Board Chair 12/06/2000 Date Signed • Pap2of 2 . TEXAS JUVENILE PROBATION COMMISSION ADDITIONAL FUNDING ALLOCATION FOR POPULATION INCREASES BUDGET APPLICATION PROJECTS 8 : TJPC - A - 2001 - 021 NAME OF JUVENILE BOARDS APPLYING: Brazos COUNTY OR COUNTIES TO BE SERVED: Brazos OPERATIONAL BUDGET TJPC STATE AID FY <Yt 2=- 8/31/2001 A. Staff Services 1 a. Salaries & Fringe Benefits -0- 2a. Travel -0- 3a.Operating Expenses -0- Subtotal -0- B. Non-Resldentlal Services 1b. Psychological/psychiatric diagnosis and treatment -0- 2b. Medical/dental diagnosis. treatment, and supplies -0- 3b. Vocational and educational fees and supplies -0- 4b. Transportation and meals 5b. Clothing and personal hygiene supplies -0- 6b. Other non-residential serviceS and programs -0- (explain on a separate sheet -0- Subtotal -0- C. Residential Services 1c. Purchase residential services and detention services (not to exceed HHSC rates if purchased in the private sector Vro $ 8,510 or (It Total All Categories (add all Subtotals on this page) $ 8,510 as 4'_ ~5a November 2000 A - - FY2001 ArnendrneM btdget appds 1 -a BRAZOS COUNTY, TEXAS BUDGET AMENDMENTS No. 00/01-11.2 12/19/00 FD DIV ACCT PROJ DR/CR ACCOUNT NAME Increase Decrease 30 3141 727500 314101 Cr. Challenge Grant Placement 8,948.00 30 480490 Dr. T]PC-Challenge Grant 8,948.00 01 310001 727500 Cr. Challenge Grant Placement 8,948.00 01 110015 611300 Dr. Contingency 8,948.00 TJPC - CH ALLENGE GRANT To reduce the funds available for residential services and detention services per Amendmen t b2. The Challenge grant has a required match by the county. 1 t7epared~~ - r;. f pprove y. ~ - 00, TEXAS JUVENILE PROBATION COMMISSION Amendment Number Two CHALLENGE GRANT CONTRACT PRO.IECT # T.1PC--C-2001-021 This is an Amendment Number Two to the Fiscal Year 2000 Challenge Grant Contract between the State of Texas, represented by and through the Texas Juvenile Probation Commission, hereinafter called MPC and the Juvenile Board of Brazos, hereinafter called "Recipient". TJPC and Recipient, for the consideration hereinafter detailed, make the following agreements. 1. PURPOSE AND SCOPE OF AGREEMENT The purpose of Amendment Number Two is to extend the Challenge Grant Contract through Fiscal Year 2001. All provisions in the original Challenge Grant Contract, as amended by Amendment Number One, that do not conflict with the provisions of Amendment Number Two remain In full force and effect. II. AMENDMENTS TO ARTICLE II Article II, paragraph 2.1 Is amended by adding subsections 2.1.7 and 2.1.8 to read as follows: 2.1.7 TJPC FY 2001 Budget Application and any applicable requests for funding marked as [Exhibit W] 2.1.8 Juvenile Board Resolution or equivalent statement of authority to lawfully execute Amendment Number Two marked as [Exhibit "I"] 2.1.9 Recipient's Fiscal Year 2001 Proposal for Challenge Grant Funding marked as [Exhibit -Y) Challenge Grant Contract Page 1 of 5 Texas Juvenile Probation Commission Amendment Number Two 54 ■ . I 1 -s l l • III. AMENDMENTS TO ARTICLE IV Article IV, paragraph 4.1 is amended by adding subsection 4.1.1 to read as follows: 4.1.1 Payments to Recipient for Fiscal Year 2001. For Fiscal Year 2001, TJPC agrees to pay Recipient an mount not to exceed $50,707 (Fifty thousand, seven hundred seven dollars) in Challenge Grant funds in equal monthly payments subject to the availability of appropriated funds. TJPC also agrees to pay Recipient any additional monies awarded to Recipient at the discretion of TJPC's governing board during Fiscal Year 2001. Article IV, paragraph 4.2 is amended by adding subsection 4.2.1 to read as follows: • 4.2.1 Applications. Receipt of any funds under this Contract is contingent upon the timely receipt by TJPC of Recipient's completed budget applications for all applicable grant programs under this Contract. Recipient's TJPC Budget Application, hereinafter called "budget applications", are attached here to as Exhibit" H" and incorporated herein for all purposes. The budget applications must be received by TJPC on or before September 1, 2000 to ensure timely processing for Recipients September payments. Funds will not be disbursed under any circumstances until TJPC receives a complete and approved budget application and a fully executed Contract complete with all relevant and necessary attachments. IV. AMENDMENTS TO ARTICLE V Article V, paragraph 5.3 is amended by adding subsection 5.3.1 to read as follows: 5.3.1 Juvenile Probation Services for Fiscal Year 2001. Recipient agrees to provide the juvenile probation services identified in Recipient's Proposal and Request for Challenge Grant Funding, attached hereto and incorporated herein for all purposes as Exhibit "J", and in Recipient's Budget Application, attached hereto and incorporated herein for all purposes as Exhibit "H". Article V, paragraph 5.5 is amended by adding subsection 5.5.1 to read as follows: 5.5.1 Fiscal Year 2001 Budget Line Item for Local Funds. Recipient agrees to budget $50,707 (Fifty thousand, seven hundred seven dollars) of local funds in a line item in Recipient's budget which cannot be transferred or expended for any purpose other than direct preplacement costs, direct placement services, and non-residential services to multiple-problem juveniles as these terms are herein defined. Recipient agrees to expend $50,707 (Fifty thousand, seven hundred seven dollars) and all reimbursements received from TJPC under this paragraph, for direct preplacement costs, direct placement services and non-residential services to multiple-problem juveniles. No • Challenge Grant Contract Texas Juvenile Probation Commission Amendment Number Two ~_R.J.:_9- 55 Page 2 of 5 reimbursement will be made for Recipient's staff costs. Article V, paragraph 5.6 is amended by adding subsection 5.6.1 to read as follows: 5.6.1 Unencumbered Funds. TJPC may deobligate unencumbered funds described in Article V, Paragraph 5.5, subsection 5.5.1, above, if during the month of January 2001 or during the month of April, 2001, 73PC in its sole discretion determines Recipient has not served, and will not serve a sufficient number of multiple-problem juveniles to claim all the funds described in Article V, Paragraph 5.5., subsection 5.5.1, above. In the event TJPC elects to deobligate unencumbered funds, it will notify Recipient in writing of the amount of funds to be deobligated and the date of the deobligation. V. AMENDMENTS TO ARTICLE VII Article VII, paragraph 7.2 is amended by adding subsection 7.2.1 to read as follows: 7.2.1 Fiscal Year 2001 Auditing Requirements. Recipient agrees to provide an independent financial/compliance audit for all grant funds received from TJPC under.this Contract and any other funding contract from TJPC. The audit shall be prepared in accordance with Generally Accepted Auditing Standards, Governmental Auditing Standards and TJPC's audit requirements which will be sent under separate cover by September 30, 2001. The Recipient agrees to submit the audit to TJPC no later than March 1, 2002. The audit must include as a part of the Report on Compliance and Internal Control, the specific Contract assurances contained herein in Paragraph VII, Section 7.4 of this Contract and express an opinion on whether or not the probation department complied with the assurances. A summary of all material instances of noncompliance and an identification of the total amount of funds in question shall be included in the audit Recipient agrees to include the funds described in Paragraph IV, above, in its annual audit of State of Texas funds. Article VII, paragraph 7.3 is amended by adding subsection 7.3.1 to read as follows: 7.3.1 Fiscal Year 2001 Financial Reporting. Recipient agrees to complete TJPCs quarterly expenditure reports for all funds received under this Contract, and to return them to TJPC in a timely manner but no later than January 14, April 14, July 14, and October 16, 2001 respectively. If the required quarterly expenditure reports are not received by TJPC within 15 days of the applicable due date specified in this Contract, all funds Recipient is eligible to receive from all grant sources may be withheld until TJPC receives the delinquent report. VI. AMENDMENTS TO ARTICLE VIII Challenge Grant Contract Page 3 of 5 Texas Juvenile Probation Commission Amendment Number Two d e • Article VIII, paragraph 8.1 is amended by adding subsection 8. 1.1 to read as follows 8.1.1 Term for Fiscal Year 2001. Upon Execution of Amendment Number Two, this Contract shall be in force from September 1, 2001 through August 31, 2001. Article VIII, paragraph 8.29 is amended by adding subsection 8.29.1 to read as follows: 8.29.1 Recipient's Authority. The person or persons signing and executing Amendment Number Two on behalf of the Recipient, or representing themselves as signing and executing Amendment Number Two on behalf of the Recipient, guarantee that they have been fully authorized by the Recipient to execute the Amendment on behalf of the Recipient and to validly and legally bind the Recipient to all the terms and provisions contained in this Amendment. Evidence of this authority to Contract is attached to this Contrad as Exhibit "I". For the faithful performance of the terms of this contract, the parties hereto in their capacities as stated, affix their signatures and bind themselves. THE STATE OF TEXAS Acting By and Through The Texas Juvenile Probation Commission (TJPC) By: • LJ Typed Name: Annie Collier Title: T3PC Contract Administrator Date: RECIPIENT The Juvenile Board of Brazos By: ' enile Board C irman Typed Name: Al Jones Title: County Judge Date: 12/06/2000 By: -a - Project Director Typed Name: Ernie Wentrcek Challenge Grant Contract Texas Juvenile Probation Commission Amendment Number Two Page 4 of 5 Title: Chief Executive Officer Date: 12/06/2000 By: - Fiscal Officer Typed Name: John Reynolds Title: County Auditor Date: 12/06/2000 Challenge Grant Contract Texas Juvenile Probation Corrunission Amendment Number Two Page 5 of 5 EXHIBIT "H" TEXAS JUVENILE PROBATION COMMISSION BUDGET APPLICATION FY2001 eluAl I FNGF GRANT OPERATIONAL BUDGET: (excluding Capital Outlay) Please fill out the worksheets on the following pages, then ~p I h mma worksheet below t 't r 1 I t transfer the subtota s to I e su ry OPERATIONAL BUDGET TJPC FY9/1/2000.8411/2001 FY LOCAL MATCH FY911/2000.8411/2001 Staff Services la. Salaries & Fringe Benefits 2a. Travel 3a.Operating Expenses Subtotal B. Non-Residential Services 1b. Ps cholo icall s chlatnc diagnosis and treatment s s 2b. Medical/dental diagnosis, treatment, and supplies s s 3b. Vocational and educational fees and supplies $ s 4b. Transportation and meals $ $ 5b. Clothing and personal hygiene supplies $ S 6b. Other non-residential services and programs $ s (explain on a separate sheet Subtotal s s C. Residential Services tc. Purchase residential services and detention services (not to exceed HHSC rates if purchased in the private sector s 50,707.00 s 50,707.00 Total All Categories (add all Subtotals on this page) 5 50, 701 i s 50,707.00 t i f I i I i i f I i i I• I I i 1 I t i September 2000 1 FY2001 Budget App As -Summary Exhibit 7" JUVENILE BOARD RESOLUTION STATE OF TEXAS ' Know All Men By These Present COUNTY OF BRAZOS ' On this the 6th day of December 2000 . a duly called and lawfully convened meeting of the Juvenile Board of Brazos County, Texas was held in the City of Bryan pursuant to the Texas Open Meetings Act A quorum of the Members were present, to wit: rtnsert Names of Juvenile Board Members Presentl Al Jones, Count Judge J. D. Langley , Judge, 85th District Beck Se rest Citizen Member John Delaney, Judge, 272nd District where, among other matters, came up for consideration and adoption the following Resolution: Whereas, the Texas Juvenile' Probation Commission has made available and offered state financial aid monies via a direct legislative appropriation for the purpose of assisting the probation departments in dealing with juvenile offenders being served by multiple agencies in the community; and Whereas, the Juvenile Board voluntarily wishes to participate in the aforementioned state financial aid grant; and Whereas, the Juvenile Board believes that execution of Amendment Number Two to the Challenge Grant Contract will further the interests of juvenile justice in this county and are in support of this resolution; Therefore SeltResolved that the Juvenile Board of Brazos County, Texas does hereby formally authorize and approve execution of Amendment Number Two to the Challenge Grant Contract with the Texas Juvenile Probation Commission. Further Be It Resolved that the Juvenile Board Chairman, Al Jones be, and is hereby, authorized to sign this Resolution and execute the above referenced Contract as the act and deed of the Juvenile Board of Brazos County. The foregoing Resolution was lawfully moved by John Delaney duly seconded by Becky segrest , and duly adopted by the juvenile Board on a vote of b members for the motion and 0 opposed. Al Jones. County Judge Printed Name of Juvenile Boa Chair Signakr~ of Juvenile 550' Chair 1 • PERSONNEL CHANGE OF STATUS page 1 of 1 COURT DATE: December 19, 2000 DEPARTMENT: Personnel PURPOSE: Approve Personnel Change of Status i####ii#####i###i#ii##iiiiiii#iiiiii###i#####i##i#iiiiiiitiii###iii#4#########i##i## DEPARTMENT NAME EMPLOYEE NAME ACTION REQUESTED COMPUTER NETWORK SERVICES LANEY, ERNEST N PROMOTION TIJERINA, PATRICIA PROMOTION CONSTABLE, PCT. 3 MATEJKA, DERIK END OF TERM LAMPO, DONALD ELECTED OFFICIAL DISTRICT ATTORNEY TODD, BRANDEE RESIGNATION JUVENILE SERVICES GOODEN, SHANTER PROMOTION FIGURES, DENNIS PROMOTION AGUILAR, MANUEL TRANSFER WITHIN DEPARTMENT RODRIGUEZ III, ANDREW TRANSFER WITHIN DEPARTMENT METRO PLANNING WILKES, JEFFERY T. RESIGNATION ROAD AND BRIDGE LEFLORE, JIMMY NEW HIRE - FIT - SHERIFF'S OFFICE BACHMANN. BRIAN MOVING TO BUDGETED POSITION COLLINS, CLYDE RETIREMENT k Approved in Commissioners'Court: Downber 19, 2000 County Judge's or Commissioner's Signature (Thu copy to be attached to minutes) n`' CQ FIRST AMENDMENT TO TAX ABATEMENT AGREEMENT BETWEEN BRAZOS COUNTY, TEXAS AND STATA CORPORATION This First Amendment to the Tax Abatement Agreement is made by and among BRAZOS COUNTY, TEXAS, a political subdivision of the State of Texas (hereinafter referred to as "COUNTY"), and STATA CORPORATION, a Texas Corporation (hereinafter referred to as "OWNER"). RECITALS 1. The COUNTY and OWNER entered into that certain Tax Abatement Agreement dated March 29, 1999 covering Lot 2, Block 4, the Business Center at College Station, Phase II, consisting of approximately eight (8) acres of property. 2. Under Paragraphs 10 and 12(d) of the Tax Abatement Agreement, OWNER agreed to invest $1,000,000.00 for Property Improvements together with all fixtures, furniture, and equipment to be occupied on or before December 31, 2000 at the Business Center at College Station. 3. Due to numerous factors, OWNER is currently able to meet the capital investment and payroll requirements, but is unable to occupy the business facility on or before December 31, 2000 as provided for in the Tax Abatement Agreement. 4. Under Section 15 of the Tax Abatement Agreement, the tax abatement schedule is as follows: YEAR % OF ABATEMENT 2000 70 2001 70 2002 60 2003 50 2004 40 2005 30 2006 20 2007 10 AGREEMENT FOR GOOD AND VALUABLE consideration, the receipt and sufficiency of which is hereby acknowledged, the COUNTY and OWNER hereby agree as follows: 1. The period in which OWNER shall have to occupy the building shall be and is hereby extended for sixty (60) days from the original date of December 31, 2000 to February 28, 2001. 98-3064 1ST AMENDED CONTRACT IN r) Page I of3 (1 s 2. The Tax Abatement Schedule as provided in Section 15 of Tax Abatement • Agreement is amended as follows: • • YEAR % OF ABATEMENT 2000 0 2001 70 2002 70 2003 60 2004 50 2005 40 2006 30 2007 20 2008 10 3. Except as otherwise expressly amended hereby, all other terms and provisions of the Tax Abatement Agreement shall remain in full force and effect. EXECUTED this / 9"Iday of y F'_. ►j n L _2000. S ATA CORPORATION By: ~ c William G ld, President Date:_ 2oao BRAZOS COUNTY, TEXAS By: Gi Alvin ones, Judge Date: /Z -/S-&-.0 M3064 1ST AMENDED CONTRACT a Page 2 or7 I i STATE OF TEXAS ) - COUNTY OF BRAZOS ) Before me the undersigned authority, on this day personally appeared WILLIAM GOULD as President of STATA CORPORATION, a Texas Corporation, and known to me to be the person whose name is subscribed to the foregoing instrument, and acknowledged to me that he executed the same for the purposes and consideration therein expressed. Give under my hand and seal on this ~a day of EVA hMM LAWASM 1 MV COMMIS :8 SION EXPIRES lic in aj~fo the tate of Texas laard,2003 I f~ i STATE OF TEXAS ) COUNTY OF BRAZOS ) Before me the undersigned authority, on this day personally appeared ALVIN JONES as COUNTY JUDGE of the BRAZOS COUNTY, TEXAS, a political subdivision of the State of Texas, and known to me to be the person whose name is subscribed to the foregoing instrument, and acknowledged to me that he executed the same for the purposes and consideration therein expressed. Give under my hand and seal on this /4Z day of C' C•.. ''•'.3i GREEN Aodar~ Publi 1n and fort State of Texas :0N EXPIRES z 2002 "-30641ST AMENDED CONiRACT w Pale 3 of 3 1 • STATE OF TEXAS § COUNTY OF BRAZOS § A RESOLUTION BY THE COMMISSIONERS' COURT OF BRAZOS COUNTY, TEXAS AUTHORIZING THE SUBMISSION OF A GRANT REQUEST TO THE CRIMINAL JUSTICE DIVISION OF THE GOVERNOR'S OFFICE FOR FUNDING FOR A PROGRAM KNOWN AS THE "BRAZOS VALLEY NARCOTICS TASK FORCE". WHEREAS, the Commissioners' Court of Brazos County, Texas have the moral obligation to a citizens and taxpayers of Brazos County to ensure that the criminal justice system operates in the most efficient and coordinated manner possible; and WHEREAS, the Commissioners' Court feels that the continuation of the Brazos Valley Narcotics Task Force will materially enhance the administration of justice in Brazos County, Texas; and WHEREAS, in order to receive Federal matching grant funds, local governments, including Brazos County have been responsible for providing local matching funds in the amount of twenty-five percent of the money utilized in narcotics operations; and WHEREAS, the opportunity exists to fund vital parts of this program through the Office of the Governor of the State of Texas, Criminal Justice Division; and • I WHEREAS, The Brazos County Commissioners' Court has agreed that in the event of a loss or misuse of the Criminal Justice Division funds, Brazos County Commissioners Court assures that the funds will be returned to the Criminal Justice division in full; NOW, THEREFORE BE IT RESOLVED by the Commissioners' Court of Brazos County, Texas at its meeting on the day of mg,_. , 2000: 1. The County Judge of Brazos County, acting on behalf of Brazos County, be authorized to make application to the Criminal Justice Division, Office of the Governor, for grant funds to be utilized in the continuation of the Brazos Valley Narcotics Task Force. 2. The County Judge be authorized to accept such grand funds should they be tendered. 3. This resolution becomes effective upon it adoption. -7 Alvin W. Jo s, County Judge Brazos County, Texas ATTEST: ary Ann aid, County Clerk Brazos County, Texas • t i I Recognition of Provider College Station Fire Department is contracted through the Brazos County Commissioner's Court to provide 911 Ambulance Service in certain unincorporated arras of Brazos County. These certain areas are in Brazos County from FM 60 to the south end of the county. Brazos County recognizes the College Station Fire Department as the 911 Ambulance Service Provider. College Station Fire Department is also recognized to perform non-911, non- emergency transfers in Brazos County. College Station Fire Department is hereby recognized on this 194 day of 3)&S j .r~~j6j, 2000. (~~t " - 'q- c~4/.- --.e- County J ge Brazos County !2 -19 -ADZ Date SUBSCRIBED and SWORN to before me, a Notary Public, on this the A4 t4 day of 2000, to certify which witness my hand and seal of office. • • BEATRIZ D GREEN My COMMISSION EXPIRES No ary P is in and r the Z > II.2oo¢ State of tekas a 0 0 0 BID TABULATION 2001.016 COLD MIX LIMESTONE CONCRETE PAVEMENT 2000.2001 CONTRACT 1211512000 - 1211512001 l~ I RECOMMENDATION: SMYTH MINES:THD 330 CLASS A,TYPE D,LOADED ONLY YOUNG CONTRACTORS THD 330 CLASS A,TYPEMOADED & HAULED & THD 350 CLASS A, TYPE D, LOADED AND HAULEU COLORADO MATERIALS: THD 350 CLASS A, TYPE 0, LOADED ONLY AWARD DATE: 2 _ 5 _ n o i I i I I I i is BID TABULATION 2001.017 FENCING SUPPLIES • ANNUAL CONTRACT 1211512000.1211512001 -dk 0 ~J 1 I i I I I t Price: f 1404 f 1349 f 1405 f 1445 BRAZOS BOTTOM CONROE WOOD HICKS POST PRODUCER'S WOODSON Oq CROPCARE PRODUCTS COMPANY COOPERATIVE LUMBER 1.0 BARBED WISE 100 M03 UNtPdce: f 31.25 f 3325 f 3055 SbdM. NIB NIB f 23,62000 121224KF Feet Per Rat 1,320 1320 1320 20 BARBLESS WIRE 1D0rob Unit Pdote NIB NIB f 28.15 f 31.95 f 25-40 Sbdt 23635 12128F Feel Per Rol: 1,320 1320 1320 3 0 METAL TEE POSTS Tradeco Brand Mexico 3.1 6.MesPosh 1,000 Mede.Amer DhVbjdm UnitPdoa f 210 NIB Na S 233 f 2.25 Sbdt 23855 612133AF 31 7 TeoPosb 1,000 UnkPdox f 2.44 W13 NR S 250 s 215 Sbdt 23860 7133AF 4.0 WOODEN POSTS 4.1 4' x 6.1R' Wooden Po7b•.4000A 1,000 N/B S 3.34 ' Und PAce: (60 perbd) f 366 f 310 f 315 Stock t 23110 6124TPF 4 2 6k8'• 4000A 1,000 NIB UniPrice: f 896 f 874 f 901 f 915 Sbd t (30 Per bdQ 23112 86TPF 4 3 Y x 8' • 4000A 1,000 NIB Un1 Price., f 1092 f 10.73 f 11.98 s 9.55 Sbd t (20 per bd) NIA STTPF 4 4 8' x8' • 40 CCA 1,000 NIB , U Sbdr r \ (15 per bdQ 23795 88TPF 0 0 I ~ i ;ot BRAZOS BOTTOM CONROE WOOD HICKS POST PRODUCER'S Ory CROPCARE PRODUCTS COMPANY COOPERATNE FURROWS 5 CEDAR POSTS NIB 5.1 4' x 6.12' Cedar Posh 1,000 Unp Price: u SOlea cords NIB NIB NIB Stock t $2 80/ea wires 5 2 5' x6.1!7 1,000 $4 00/ea yards Unil Prim: $3 251ea wires NIB NIB NIB NIB Sbdrt 5 6' x 8' 1,000 me NIB NIB Unit Pdro. $9 25 ea Stock 11 6 x 8 oomer 54 T'x8' LODO NIB NIB NIB Ns Und Price. Si 150/63 SW# T x 8 comer 55 W x 8' t,000 NIB NA9 NIB No Un8 Prim $14 Well Srod 1 8 x8 comer 'De6rmY diarpe is $20V orderdeWery b R&B Brazos Bottom Crop Care; 3.1,5.1.5.5 RECOMMENDATION: Woodson Lumber: 1,2,3.2,4.1,4.3 Hicks Post: 4.2 & 4.4 AWARD DATE: / 2 -/4 - oa 1 r r BID TABULATION 2001-018 FENCE BUILDING-ANNUAL CONTRACT 1211512000-1211512001 CORGEY AND SON FENCE WORKS HURST FENCING 1.Labor only. L.F i 050 $ 2 25 S 055 plus brace posts $7 50 per comer post $20 per gate 2. Cost per hour for Special applications $ 1500 S 2700 $ 3000 (manftur) 3 Work can be started within -consecutive 30 15 7 calendar days after notice RECOMMENDATION: HURST FENCING AWARD DATE: J Z _ Iq , trio • BID TABULATION 2001.019 MOTOR GRADER BLADES 2000/2001TRACT 12/1512000.1211512001 ~3d ROADBUILDERS PARTS, INC MANUFACTURING jmmmwgl~ 7' X 518' X 6' T X 314' X 8' 7' X 518' X 8' .38.75 31.57 52.50 4450 39-50 32.35 54.05 45.50 Nid N1B N1B NIB 9' X 518' X 8' 9 X 314' X 8' 9' X 518' X 8' 40.48 6810 57 31 42.00 7000 5900 NB NIB NIB - VALK VIPER SEE ATTACHEU SPECS 151330 THROUGH HARDENED 21 HOUSTON, TX CARLISLE. FA RECOMMENDATION: HEAD 8 GUILE PARTS AWARD DATE: Z - • is Thomas M. Golson 6504 Libyan Drive Austin, TX 78757 (979) 777-6852 Personal Services Contract: Imaging, Network and System Management Consulting - Scope of Work 1. Thomas Golson (hereafter referred to as the CONSULTANT) shall provide the following, based on what are commonly considered to be "best practices" in the industries of Information Technology and Information Management: a. Evaluation, written and verbal, of imaging, network and server systems (UNIX, Linux and NetWare) now in place at Brazos County. b. Evaluation, written and verbal, of plans, recommendations and/or suggestions regarding modification to imaging, network and server systems (UNIX, Linux and NetWare) now in place at Brazos County. c. Recommendations for changes to the imaging, network and server systems (UNIX, Linux and NetWare) now in place at Brazos County to assist Brazos County in implementing systems for integrated justice management as outlined by the Commissioners Court , elected officials and as technically qualified by the Director and/or Deputy Director of Brazos County's Computer and Network Services Department. d. Advice, evaluation and - where possible and appropriate - physical (i.e. on-site) installation of hardware, software; employment candidates, policy or user schemes deemed appropriate by the Director and/or Deputy Director of Brazos County's Computer and Network Services Department and approved by the Commissioners Court. e. Conduct technical administration of Domain Name Services for the "co.brazos.tx.us" locality domain. 2. The CONSULTANT will provide the above services based on review of written documents, telephone conversations and personal visits. The above services are provided to the best of the CONSULTANT's abilities, at a level of confidence and validity not greater than the validity of the data provided to the CONSULTANT and upon which the above services are based. 3. The CONSULTANT will bill at a rate of $100.00 per hour plus expenses, for total services not to exceed $5,000.00 as well as not to extend beyond 3 months from the date of agreement of the Commissioners Court of Brazos County to retain the CONSULTANT for these services. 4. Brazos County will not be liable for insurance or withholding income taxes from monies paid to the CONSULTANT under this work scope agreement. 5. Addenda to this scope of work may be entered at any time, given written agreement between the Commissioners Court of Brazos County and the CONSULTANT. Accepted by Thomas M. Golson Acc ted by ate Alvin W. Jones County Judge, Brazos County ,11__~ \ 1 • BRAZOS COUNTY COMMISSIONERS' COURT ACTION FORM DEPARTMENT Road and Bridge NUMBER 560010 DATE OF COURT MEETING: December 19. 2000 ITEM: Request permission to enter Floyd Gunn's 12rQpgfy at the end of River Road for the purpose of constructing a berm to control erosion Signed permission form is attached. Site is located in precinct 1. SOURCE OF FUNDS: N/A REQUIREMENT(S): RECOMMENDATION: 1 7-~ SUBMITTED BY: / r-4~ Richard F. Vance, P.E. County Engineer 0000-145 APPROVED Corn ssione o Jones Precinct 1 Approved 96 Denied 0 by Commissioners' Court Date: 0-20 Alvin W. Jones, Cou Judge • rot 113 BRAZOS COUNTY PRIVATE PROPERTY ACCESS PERMISSION FORM AWMM W Jones Tony Jones OF consnissbner Pd I J 9 wdahn S Thornton O V Can nmssww Pct 2 C10 Randy Sens Cpmruioner Pd 3 anIat Carey C-k+y Coimrssbw PCI 4 Date -11- 1 1. LAND OWNER AND ADDRESS 1,O&W lS~ V11 1 y~1/ D 0 IZ~ II. LOCATION OF WORK _ A-r `1 1' ttia AS l~v ✓l~J" III. DESCRIPTION OF WORK TO BE DONE -k V6 ►l 11,I bdl'nA 1'9 PC IV. MAINTENANCE YES _ NO IF YES. ESTIMATE FREQUENCY OF MAINTENANCE ,-n A (Owner will e tified prior t maintenance) W AW4",-- - Richard F. Vance, P.E. Engi eer Aid/Foreman/Right of Way Agent County Engineer Owner's Signature: A"*1W16A--71L DATE 00 a i 1 . f • BRAZOS COUNTY COMMISSIONERS' COURT ACTION FORM • DEPARTMENT Road and Bridge NUMBER 560010 DATE OF COURT MEETING: December 19. 2000 ITEM: Request from Verizon to construct buried cable installation in the right of way of Dilly Shaw Tap Road beginning approximately 1,500 ft from its intersection with Jack Creek Road and extending south for 1.100 ft Site is located in Precinct 2 SOURCE OF FUNDS: N/A REQUIREMENTS: 1) No work will be permitted between front slope and/or back slope. 2) All installation(s) shall be constructed in designated utility easements, if applicable. If no utility easement exists, the installation(s) shall be 1) within 3-5' of and parallel to the nght-of-way line and/or 2) in the case of a road bore, perpendicular to the right-of-way line. 3) If clearing of brush, trees and other obstruction is necessary, it shall be the Applicanrs responsibility to do so and to remove all cleared brush, trees etc. from county right-of-way. 4) Ditch line shall be compacted to 90% standard density ASTM-Test Method No. D-698; test shall be conducted by an independent Geotechrncal testing firm, copies of all test results shall be furnished to the office of the Brazos County Engineer 5) Construction shall be in strict conformance to the latest Texas Manual of Uniform Traffic Control Devices for Streets and Highways, published by the Texas Department of Transportation, and all other State and Federal laws governing utility construction. NOTES/EXCEPTIONS: ACTION REQUESTED OR ALTERNATIVES: • SUBMITTE Y: Richard F. Vance, P.E. County Engineer 0000-147 APPROVED BY: Commissioner William S. Thornton Precinct 2 Approved ®1 Denied ❑ by Commissioners' Court Date: 12 ca Alvin W. Jones C ty Judge ~ro~r 11 veriLn ACCESS DESIGN 301 INDUSTRIAL BLVD. BRYAN, TX 77803 DECEMBER 7, 2000 RICHARD VANCE BRAZOS COUNTY ENGINEERING OFFICE COUNTY ENGINEER 2617 W. HWY. 21 BRYAN, TX 77803 DEAR MR. VANCE: SUBJECT: AGRMNTS 24 BURIED CABLE ENCLOSED ARE FROM ED-135 AND A WORK LOCATION SKETCH SHOWING THE LOCATION OF OUR PROPOSED BURIED CABLE LINE ON COUNTY ROADS IN BRAZOS COUNTY AT KURTEN, TEXAS. THIS WORK IS TO BE COMPLETED ON WORK ORDER 5435 - 3P001 EE, WHICH IS SCHEDULED FOR DECEMBER, 2000. IF YOU HAVE ANY QUESTIONS CONCERNING THIS WORK, PLEASE CONTACT ANTHONY VITANZA AT OUR OFFICE IN BRYAN, TELEPHONE 979-8214754 WITHIN 15 DAYS SO THAT WE MAY EXPLAIN OF MODIFY OUR PROPOSAL, OTHERWISE, IT IS UNDERSTOOD THAT THIS PROPOSAL IS APPROVED. SING ELY. SIG ER - ACCESS DESIGN GB:EC ATTACHMENT 1 ~j 1i ~.1 • • ti VERIZON COMMUNICATION Notice of Line Installation December 7, 2000 To The Commissioner's County Brazos County - ATTENTION COUNTY JUDGE: Formal notice is hereby given that VERIZON COMMUNICATIONS will construct a communication line within the right-of-way of a County Road in Brazos County, Texas as follows: 1 i Beginning at a point approximately 1500 feet north of the Dilly Shaw Tap and Jack Creek intersection a cable will be buried 5 feet within and along the east R.O.W. of Dilly Shaw Tap, which will proceed south back toward Jack Creek Road for 1100 feet to a point where cable will enter private property. The location and description of this line and associated appurtenances is more fully shown by two (2) copies of drawings attached to this notice. The line will be constructed and maintained on the County Road right-of-way in accordance with governing laws. Notwithstanding any other provision contained herein, it is expressly understood that the tender of this notice by the Verizon Southwest Incorporated does not constitute a waiver, surrender, abandonment or impairment of any property rights, franchise, easement, license, authority, permission, privilege or right now granted by law or may be granted in the future and any provision or provisions so construed shall be null and void. Construction of this line will begin on or after December 11, 2000. VERIZON COMM ATIONS 5435- 3P001EE Ban Designer-A ss Design 301 Industrial Blvd. , Bryan, TX 77803 0 w i THE FOLLOWING DOCUMENT IS THE BEST IMAGE POSSIBLE DUE TO THE POOR QUALITY OF THE ORIGINAL Yahoo! M2ps and Driving Directions httpJ/maps-yahoo.com/py/pmap.py?Pyt=Tma..&BFCat=&BFClicnt=~&mag=9&cs=9&namc=&dcx Yahoo+ - Mays -Yellow Pages Helo Powered by Mapquest com (tm) Wefcorrie, Guest User Create MY f=avorite t_ocations , Si n In ^ h00) 'Ia $ ? r r~, ^:t 7,c'~:'" ,j.~w~`~ Tp'w""~'w"!,~'~`~'s'•'' 4 . r .4 wlntcractive•Nlap 14125 jack creek rd, Bryan, TX Zoom.Out :i -4 -4 -4 A t 'i • ► Zoorn' In= . i' w►►svss• ~ c~~ o~r~t ! dt Q~ ~ P1~n ~ b 01099 MMavQwst=nl hm: 019W GOT. Ina ! lob fC Loco 4; JN 3 Poo IEt sy3 5 leur~&iv Powered by Mapquest eom (tm) Terms of Use Copyright O 2000 NavTech. Copyright O 2000 Yahoo' Inc An rights reserved. PnvM Po1K,r - Terms of Service . Hero 11M. - S loft J • • .h,:.J •l Y.1.~ • J i.~N i~.t! .rT,r Y~Vn.7•rY • .}f.• 4tii' . 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V IOU OTMaEO +0 10 awl OF IKX INAS1104.00 FEEL 111x1 Tau C.0, COWL(tE If J0 SM,L11 SCOP 00101 x1•(+11 Ilt JW CALL +OU MOTISDa PIKO"Ift+l Mt( AREa- 0 0 IN J 'lj' f4' 1418 JACK CREEK gRlyl_EAIA1eCR5 ' y ~s ON c7'%11[78 7141 ~ NE LOCar10N !rt°• FGC111 SeTVSgTeB~ X C3003-17 POVE TO NEW LOCATION r P r~4 Q'r If fy~q♦; IR KFT 04, 7 ♦ e)9 OHMS 741 72 08 ~ln ♦ LB i TOP 41f, i r. '~'r`° ~L Ige„0.ION EAERO AO 1"~ • USE axcee: sr K C3003-105 THIS IS A LIJ AT ♦ . p I417e ouLt SHAW TAP N 0 I ♦ ql^ ~ ♦ ~d~i 9D ♦ ~ N ° ♦ ~ ~a~~.Sy' ~ Ili , ♦ I.~t ly,~ \s y\o. ~~~Erpit p GOP SII AREA Staff: Ix d,~~ pfv151(IN: TEXAS AREA CxCN.:5475 REM. CO.: 000 ♦ i M.C.: SB,O u0 r10: 3P00IEE CONTROL NUI.I9ETT: TITLE.- _SRV MILTON BARRON TAX USI : 45001 IuP: RN,G.: _ SEC.: SNL: I OA(E~uJDiJ~a TEy.OATF~~ _CALE racy DRwIJ EIIG APfl D FILE' ~I ALV (I aLV I I D' I ,YG KAY HAMILTON County Treasurer Brazos County Courthouse 300 E. 26th, Suite 313 Bryan, Texas 77803 (409) 361-4340 MEMORANDUM DATE: December 14, 2000 I TO: ALVIN W. JONES, COUNTY JUDGE TONY JONES, COMMISSIONER PCT. 1 WILLIAM THORNTON, COMMISSIONER PCT. 2 RANDY SIMS, COMMISSIONER PCT. 3 CAREY CAULEY, COMMISSIONER PCT. 4 FROM: RE: ADOPTION OF REVISED INVESTMENT POLICY AND RELATED ISSUES Section 2256.005 (e) states: The governing body of an investing entity shall review its investment policy and investment strategies not less than annually. The governing body shall adopt a written instrument by rule, order, ordinance or resolution stating that it has reviewed the investment policy and investment strategies and that the written instrument so adopted shall record any changes made to either the investment policy or investment strategies Section 2256.025 states: The governing body of an entity subject to this subchapter or the designated investment committee of the entity shall, at least annually, review, revue, and adopt a list of qualified brokers that are authonzed to engage in investment transactions with the entity. Please note that Commissioners' Court approved the participation agreement with TexPool in October, 1996, and that agreement remains in effect. The Court approves the Treasurer's Reports monthly and quarterly as required by Section 114.026 of the Local Government Code and acknowledges receipt of the Investment Report quarterly as required by Section 2256.023 of the Government Code (The Public Funds Investment Act). THE ATTACHED PACKET INCLUDES THE FOLLOWING: 1. Acknowledgment of receipt of completion of County Treasurer's Continuing Education 2 Acknowledgment of receipt of certification of completiou of County Treasurer's/County Investment Officer's continuing education requirement 3. Resolution to approve the list of Brokers for 2001 4. Resolution to approve the members of the Brazos County Investment Advisory Committee 5. Resolution to approve the Investment Policy and Investment Strategies 6. Copy of the Investment Policy and Strategies (last page) showing revisions 7. List of Commercial Paper recornmcnded by the Investment Advisory Committee If you have any questions, please call me at extension 4345 e • ACKNOWLEDGMENT OF RECEIPT OF COMPLETION OF COUNTY TREASURER'S CONTINUING EDUCATION REQUIREMENT Section 83.003 (b) of the Local Government Code states that a county treasurer must successfully complete a continuing education course in the performance of the duties of county treasurer at least once in each 24-month period. Section 83.0003 (d) requires that a course must include at least 20 classroom hours of instruction in an accredited public institution of higher education. Attached you will find a copy of the certificate of completion of these hours provided by the V. G. Young Institute of County Government. • On this the-Zd day of ZZ>ECE.4,BtR , 2000, the Commissioners' Court of Brazos County acknowledges the receipt of the certification of completion of 20 hours of training by Kay Hamilton, Brazos County Treasurer, at the 28i° Annual County Treasurers' continuing Education Seminar held at Texas A&M University, May 8, 2000, through May 11, 2000. - - - -,0,e-V -I-,' Alvin es, Brazos U$Mty Judge • L9 1, ~~a~. Texas A&M University Office of Continuing Education certifies that Kay Hamilton has earned 2 Continuing Education Unit(s) for satisfactory completion of 20 hours of organized instruction in 28th Annual County Treasurers' Continuing Education Seminar May 8, 2000 - May If,, 2000 Institute of County Government ~tla-.- e16 Activity Director )Ilrcc (.txtunuut atucanun October 24. 2000 Datr ~ D! . - - C 2, P A- C-A . ~a } , y i 1 I * Listing these sources to the investment policy as approved for investment training eliminates the need to present for Court approval each training session to be attended by the County Treasurer/Investment Officer (2) Deputy Treasurer Terri White's certificate of completion of training to maintain her certification as a County Investment Office for 2000. A 'n Jones, Brazo ounty Judge On this the 4day of 710 6CEM8ER , 2000, the Commissioners' Court of Brazos County acknowledges the receipt of the following: (1) County Treasurer Kay Hamilton's certification of completion of investment training for 1999 and 2000 pursuant to the requirements set forth by the 74th Legislature in House Bill 2459, amendments to the Public Funds Investment Act; ACKNOWLEDGMENT OF RECEIPT OF CERTIFICATION OF COMPLETION OF COUNTY TREASURER'S/COUNTY INVESTMENT OFFICER'S CONTINUING EDUCATION REQUIREMENT Section 2256.007 (a) (2) of the Government Code and states that the Treasurer/ Investment Officer of a local government shall attend an investment training session not less than once in a two-year period and receive not less than 10 hours of instruction relating to investment responsibilities under this subchapter from an independent source approved* by the governing body of the local government or a designated investment committee advising the investment officer as provided for in the investment policy of the local government. With reference to the above and on the recommendation of the Brazos County Investment Advisory Committee, the County's Investment Policy reads as follows: 2.8.2 The Treasurer/County Investment Officer shall attend an investment training session not less than once in a two-year period and receive not less than 10 hours of instruction relating to investment responsibilities from the *County Treasurers' Association of Texas, Texas Association of Counties, GFOA, or an approved source. Training must include education in investment controls, security risks, market risks, and com- pliance with the Public Funds Investment Act. 2.8.3 The County Treasurer/CIO shall document completion of training and place certification on file with Commissioners' Court. i i r 3 Texas Association of Counties Certificate of Attendance (r€ presented to ~P for completion of / hours of instruction Q _ specific to the statutory requirements of the Q,f Texas Government Code Chapter 1156.008 of the Public Funds Investment Act November 16.11,1000•• Houston, Texas II ~ 4 1`~'I C / J rF Sam D. Seale, Executive Director YY I 'aY p'u' ,IF'' 11y pry,:.ra, ''~'y'"•'•""~...•. ,y Sl 'v;.. aye 4•~+I{".77 _1,U1r rrr~;ri~1'~~r>1 -utiy~ rrNO~✓~rr~~ l Y. . II I~ f I I I ~~~~~lr{'.~F✓1.;~'.~{•;~'p l4"F.1,;.,..'`Cf;,.l.,.rs~.l 1` '1 1• - f••a;+l.~~~nrl wr•/`,t~.":1, ~.A,I,z~~rl•.`~fsf~.yF'1~ti ~:f~. ✓1••~✓1~ 'r';tr;!" University of North Texas' Center for Public Management Government Treasurer's Organization o'j1L Texas d Co-Sponsored by the Capital Area Planning Council (CAPCO) ,i Certificate of Attendance presented to Kay Hamilton y For completion of five hours of training on the Texas Public Funds Investment Act and related investment issues (CPE sponsor 007716) 4 ' July 22, 1999 Austin, Texas DeeAnn Cheatham Date I r _ Center for Public Management ;y/ ~,Ifi~ 1✓.a`' {/,!x'` 1 sd~l•'~1ti {',ffi: {;;kl:f:~3i. ~~a„'%~.1_dt[~t~.-stain. ~f~'1 .~:~~.:,~~,.~~J~ . d~l~i._.a~~R _ t!~?Jv_,^.`4~1y ...r~.`~a'..,gi~'`<:~_14~n~~~Ju~~•..riu~~(e i Texas Association of Counties 0 iM ( 1 1 Certificate of Attendance presented to q"A*m for completion of q_ hours of instruction specific to the statutory requirements of the Texas Government Code Chapter 2256.008 of the Public Funds Investment Act ;VWW& ~7aq4 49MW4W 7e.wd 'ge 6M#4&W November 4.5, 1999 Houston, Texas 0 1 1 c4e, 4;j~a~ Sam D. Seale, Executive Director J~ i i • • Q C fo~o A7r TEXAS ASSOCIATION OF COUNTIES aw t~ Mickey D Nest Board President Sam D. Seale, Executive Director 1999 Certification County Investment Officer ThIfAV Valha! g4wzvi wsile2 C..1.0. haldrnrnndralyda lhnnyyhuarlrrdan,ll~~Trxarlawf9nvrrnl~Ihrlnprdnrnl~rwny~rindran~lrrafimlli~~ drnr~il !n malnWnlr~ rnmyr/rnrr /hr,u~h ran!!nWl~ r~rrallan In nn(nto #iwV,,1aanr1W/ ww11w1or the n2axlw1w J, wda ,the T,-&r Qr1w1 nn ~101inl/rrthe lhldy7lyd y~Arirfi/rr, A.D., 1999 Expires December 31, 2000 r f i j r I i f 1 I 1 i I R s TEXAS ASSOCIATION OF COUNTIES COUNTY INVESTMENT OFFICER CONTINUING EDUCATION TRANSCRIPT Reporting Period: 1/1/1999 -12/3111999 Ms. Terri White, CIO Phone: (409) 361-4341 Deputy Treasurer FAX: Brazos County 300 East 26th Street Bryan, TX 77803 Certification Date: 12/3/94 The Texas Association of Counties County Officer Program and its continuing education requisites exceed-- the investment training for local govenment education mandates as outlined in Section 2256 008 of the Public Funds Investment Act. revision effective September 1, 1998 4/12/99 27th Annual County Treasurers' Seminar -College 8.00 Station 11/4/99 CIO-1999 Texas Public Funds Investment Conf. 10.00 Total TAC Hours for Year 18.00 7/22/99 UNT Investment Training Part II 3.00 Total Outside Hours for Year 3.00 Grand Total Hours for Year 21.00 You have met your 1999 annual CIO education requirement I 2118= K thb report does not agree with your records call Cheaa 56-5974 tinmedlatey. VO 221-R, LJ RESOLUTION: r IN THE COMMISSIONERS' COURT OF BRAZOS COUNTY, TEXAS WHEREAS, Section 2256.025 of the Government Code (The Public Funds Investment Act) and Section 5.1.5.4 of the Brazos County Investment Policy direct the Commissioners' Court, at least annually, to review, revise, and adopt a list of qualified brokers that are authorized to engage in investment transactions with Brazos County; and WHEREAS, the Brazos County Investment Advisory Committee recommends the following brokers based upon qualifications delineated in Sections 5.1.5.4.1 through 5.1.5.4.8 of the Brazos County Investment Policy; it is, THEREFORE, RESOLVED by the Commissioners' Court of Brazos County, Texas, on this the 194f day of -nc~~d,, 2000, to adopt the following list of Brokers: MERRILL LYNCH OF HOUSTON CONTACT: JEROME SENEGAL SALOMON SMITH BARNEY CONTACT: LARRY BURNS CHASE SECURITIES OF TEXAS, INC. CONTACT: KAREN SAMPLES Alv'ta Jones, County ge Ton ones, Co stoner - Precinct 1 illiam omton, loner --Pct 2 i, - Precinct 3 i AA .0 U,4 ft:-ey--Cauley, onunissioner'- Pr inct Mary Ann ark Brazos Countylerk -10 .t IN THE COMMISSIONERS' COURT OF BRAZOS COUNTY, TEXAS RESOLUTION: WHEREAS, Section 1.3 of the Brazos County Investment Policy provides for an Investment Advisory Committee to serve in an advisory capacity to the County's Investment Officer to review strategies and to monitor the progress of the County's investment program; and WHEREAS, Section 1.3 of the Brazos County Investment Policy requires the approval by Commissioner's Court of appointments to the Brazos County Investment Advisory Committee; it is THEREFORE, RESOLVED by the Commissioners' Court of Brazos County, Texas, on this the 19 t day of - Z , 2000, to adopt the following members of the Brazos County Investment Advisory Committee: KEVIN McGINNIS, Assistant Director of Treasury Services for the A&M System RANDY SIMS, Commissioner of Precinct 3 RUTH McLEOD, Executive Assistant to the Commissioners' Court ROD ANDERSON, Assistant County Attorney 'Alvin Jon s, Coun Judge 44 i Tony ~9 es, Co ss' er - Precinct I Randy Sims, mmissioner - Precinct 3 P4 - 77 illiam horn on, Commissioner - Pct 2 Carey Cauley, mmissioner - Prec ct a~ • Mary Ann ard, Brazos County Clerk ' . _N r • IN THE COMMISSIONERS' COURT OF BRAZOS COUNTY, TEXAS RESOLUTION: WHEREAS, Section 2246.005 (a) of the Government Code (The Public Funds Investment Act) and Section 1.1 of the Brazos County Investment Policy mandate that the Commissioners' Court (governing body) of Prazos County (investing entity) adopt by resolution a written investment policy regarding the investment of its funds and funds under its control; and WHEREAS, Section 2246.005 (d) of the Government Code (The Public Funds Investment Act) and Section 4.2 of the Brazos County Investment Policy direct the Commissioners' Court of Brazos County to adopt a separate written investment strategy for each of the funds or group of funds under its control; and • WHEREAS, Section 2246.005 (e) of the Government Code (The Public Funds Investment Act) and Section 1.1 of the Brazos County Investment Policy require that the Commissioners' Court adopt a written instrument by resolution stating that it has reviewed the investment policy and investment strategies and that the written instrument so adopted shall record any changes made to either the investment policy or investment strategies; it is, THEREFORE, RESOLVED by the Commissioners' Court of Brazos County, Texas, that the Brazos County Investment Policy and Investment Strategies be adopted as reviewed with revisions noted on this the 14 day of M~ _ , 2000. j AI Jones. County dge Tony es, Co sn ►oner -Precinct 1 Randy S Cotnmtssioner - Precinct 3 i i loll illiam rnton, Comrrussioner - Pct 2 ey auley matissioner - Pi me • Mary Ann Brazos County Clerk 8Y0! ,s~,s~_.~ SYNOPSIS OF REVISIONS 1.2 Addition to PFIA (Public Funds Investment Act) 2256.005 (f) 1.3 Recommendation of the Investment Advisory Committee 2.81-2.83 Clarification and addition to training to include "diversification of investment portfolio" PFIA 2256.007 (c) 3.5.3.1 Recommendation of the Investment Advisory Committee 3.6.2.1 - 3.6.3 Revision to make percentages and investment restrictions on money market mutual funds the same as those on pools PFIA 2256.014 (c)(1) 3.9 General information from PFIA 2256.017 and 2256.021 5.3.1 Addition to PFIA 2256.005 (f) No changes have been made to the Investment Strategy. r\ e\ f 0 L., ~Jk., PAO- R a a 2 2, I I I f i d • INVESTMENT POLICY FOR BRAZOS COUNTY 1.0 INVESTMENT AUTHORITY AND SCOPE OF POLICY 1.1 This policy serves to satisfy the statutory requirements of Local Government Code 16.112 and Government Code Chapter 2256, Public Funds Investment Act, Sub-chapters A and B, to define and adopt a formal investment policy. The Commissioners Court of Brazos County shall review its investment policy not less than annually and shall adopt a written instrument by resolution stating that it has reviewed the investment policy and that the written instrument so adopted shall record any changes made to the investment policy u 1.2 In accordance with Texas Local Government Code, Section 116.112 (a) or Chapter 2256, Section 2256.005 (f) and (g) of the Public Funds Investment Act, the County Treasurer, under direction of Commissioner's Court, is authorized to invest County funds that are not immediately required to pay obligations of the County. By the approval of this policy, the Commissioners' Court designates the County Treasurer as Investment Officer, assisted by the Deputy Treasurer certified as a County Investment Officer by TAC, to be responsible for the investment of its funds consistent with the County's investment policy. Authority granted to a person to invest the County's funds is effective until rescinded by the Commissioner's Court, until the expiration of the officer's tenor, or until termination of the person's employment by the County. Unless authorized by law, a person may not deposit, withdraw, transfer, or manage in any other manner the funds of the investing County. An Investment Officer who has a personal business relationship with a business organization offering to engage in an investment transaction with the County shall file a statement disclosing that personal business interest. An Investment Officer who is related within the second degree by affinity or consanguinity to an individual seeking to sell an investment to the County shall file a statement disclosing that relationship. This statement must be filed with the Texas Ethics Commission and the Brazos County Commissioners' Court. For the purposes of this requirement, an Investment Officer has a personal business relationship with a business organization if. APPROVED 12R00D vot OR 1.2.1 The Investment Officer owns 10 percent or more of the voting stock or shares of the business organization or owns $5,000 or more of the fair market value of the business organization; 1.2.2 Funds received by the Investment Officer from the business organization exceed ten (10) percent of the Investment Officer's gross income for the previous year; or 1.2.3 The Investment Officer has acquired from the business organization during the previous year investments with a book value of $2,500 or more for the personal account of the Investment Officer. 1.3 An appointed Investment Advisory Committee shall be approved by Commissioners' Court. This Committee will serve in an advisory capacity to the County's Investment Officer. The Committee will meet [quap-j twice a year, or as requested by the County's Investment Officer, to review strategies and monitor the progress of the County's investment program. 2.0 INVESTMENT OBJECTIVES 2.1 POLICY. It is the policy of Brazos County to invest public funds in a manner which will provide the highest investment return while seeking to ensure the preservation of capital and to meet the daily cash flow demands of the County. This investment policy applies to all financial assets of all funds of Brazos County at the present time, any funds to be created in the future, and any other funds held in custody by the County Treasurer, unless expressly prohibited by law. 2.2 GENERAL STATEMENT. Funds of the County will be invested in accordance with federal, state, and local statutes, this investment policy, and written administrative procedures and strategies that have been adopted by Commissioners' Court resolution and revised as needed. 2.3 SAFETY. Brazos County is concerned about the preservation of its principal; therefore, the return of principal and safety of principal are primary objectives in any investment transaction. 2.4 LIQUIDITY. The County's investment portfolio must be structured to conform to an asset/liability management plan which provides for the liquidity necessary to pay obligations as they become due. APPROVED 12/2000 [q4 9, a g 2.5 YIELD. It will be the objective of the County to earn a yield higher than that paid on 91-day T-Bills within the policies imposed by its safety and liquidity objectives, investment strategies for each fund, and state and federal law governing the investment of public funds. 2.6 . DIVERSIFICATION. Itwill be the policy of Brazos County to diversify its portfolio to eliminate the risk of loss resulting from over concentration of assets in a specific maturity, a specific issuer, or a specific class of investments. Investments selected by the County shall always provide for stability of income and reasonable liquidity. 2.7 MATURITY. Portfolio maturities will be structured to meet the obligations of the County first and then to achieve the highest return of interest. When the County has funds that will not be needed to meet current-year obligations, maturity restraints will be imposed based upon 1 the investment strategy for each fund. The maximum allowable stated maturity of any individual investment owned by the County is two (2) years. The maximum dollar-weighted average maturity for pooled fund groups shall be 180 days. 2.8 QUALITY AND CAPABILITY OF INVESTMENT MANAGEMENT. It is the County's policy to provide the training required by the Public Funds Act, Sec. 2256.008 through courses and seminars offered by professional organizations and associations. This • I training will insure the quality, capability and currency of the Treasurer/County Investment Officer in making investment decisions. 2.8.1 The Treasurer/County Investment Officer shall: 2.8.1.1 Attend at least one training session from the County APPROVED 12/2000 gas- a~e~l ` 5 1 f ~ . cr / y. Treasurers' Association of Texas, Texas Association of Counties. GFOA. or an approved source Containing at least ten (10) hours of instruction relating to the Treasurer's/CIO's responsibilities under the Public Funds Investment Act within 12 months after taking office or assuming duties: and 2.8.1.2Attend an investment training session not less than once in a two-year period and receive not less than 10 hours of instruction relating to investment responsibilities under the PFIA from the County Treasurers' Association of Texas Texas Association of Counties. GFOA or an approved source. 2.8.2 Training under this section must include education i,t investment controls, security risks, strategy risks, market risks diversification of investment portfolio, and compliance with the PFIA t V r' i r r i~ i' „ t r t 3.0 INVESTMENT TYPES. The Brazos County Investment Officer shall use any or all of the following authorized investment instruments consistent with governing law: 3.1 OBLIGATIONS OF, OR GUARANTEED BY, GOVERNMENTAL ENTITIES 3. 1.1 Obligations of the United States or its agencies and instrumentalities; 3.1.2 Direct obligations of the State of Texas or its agencies and instrumentalities; 3.1.3 Other obligations, the principal of and interest on which are unconditionally guaranteed or insured by, or backed by the full faith and credit of, the State of Texas or the United States or their respective agencies and instrumentalities; and 3.1.4 Obligations of states, agencies, counties, cities, and other political sub-divisions of any state having been rated as to investment quality by a nationally recognized investment rating firm not less than "A" or its equivalent. 3.2 CERTIFICATES OF DEPOSIT if issued by a state or a national bank domiciled in this state, a savings bank domiciled in this state, or a state or federal credit union domiciled in this state, and is: APPROVED 12/2000 / - /yallY/Yr i [ .[M'.• . Y•. yvs..•f .•1 Snr wr_Y!i r.rr.~aws.w • 3.2.1 102% collateralized; 3.2.2 Guaranteed or insured by the Federal Deposit Insurance corporation or its successor; 3.2.3 Secured by obligations that are described in Section 3.1 of this policy, including mortgage backed securities directly issued by a federal agency or instrumentality that have a market value of not less than the principal amount of the certificates, but excluding those mortgage-backed securities of the nature described by Section 3.8 of this policy; or 3.2.4 Secured in any other manner and amount provided by law for deposits of the County. 3.3 A FULLY COLLATERALIZED REPURCHASE AGREEMENT, as defined in the Public Funds Investment Act, is an authorized investment under this section if the repurchase agreement: 3.3.1 Has a defined termination date; • 3.3.2 Is secured by obligations that are described in Section 3.1 of this policy, including mortgage backed securities directly issued by a federal agency or instrumentality that have a market value of not less than the principal amount of the certificates; 3.3.3 Requires the securities being purchased by the County to be pledged to the County, held in the County's name, and deposited at the time the investment is made with the County or with a third party selected and approved by the County; and 3.3.4 Is placed through a primary government securities dealer, as defined by the Federal Reserve, or a financial institution doing business in this state. 3.4 A BANKERS' ACCEPTANCE if it 3.4.1 Has a stated maturity of 270 days or fewer from the date of its issuance; 3.4.2 Will be, in accordance with its terns, liquidated in full at maturity; ~J APPROVED 12/2000 r 3.5 COMMERCIAL PAPER is an authorized investment under this subchapter if the commercial paper: 3.4.3 Is eligible for collateral for borrowing from a Federal Reserve Bank; and 3.4.4 Is accepted by a bank organized and existing under the laws of the United Sates or any state, if the short-term obligations of the bank, or of a bank holding company of which the bank is the largest subsidiary, are rated not less than A-1 or P-1 or an equivalent rating by at least one nationally recognized credit rating agency. 3.5.1 Has a stated maturity of 90 days or fewer from the date of its issuance; and 3.5.2 Is rated not less than A-I by Standard and Poors and P-1 by Moodys rating agencies. 3.5.3 Relative to Commercial Paper, the County may not ~s J i~ I} i~ n ,•1 3.5.3.1 Have more than [$3- een] 25% of the portfolio invested in Commercial Paper at [any eme me] the time of any one commercial paper purchase: 15.3.2 Have more than a $2 million purchase in any one Commercial Paper issue; or 3.5.3.3 Purchase Commercial Paper unless it is on the list of issuers approved by the Investment Advisory Committee and mailed to the approved broker/dealers for review. 3.6 MONEY MARKET MUTUAL FUNDS if the Commissioners' Court by resolution authorizes investment in the fund with limitations described below: 3.6.1 A no-load money market mutual fund is authorized if it 3.6.1.1 Is registered with and regulated by the Securities and Exchange Commission; 3.6.1.2 Provides the investing entity with a prospectus and other information required by the Securities Exchange Act of APPROVED 12/2000 77771 ir%)a g ;1 • 1934 (15 U.S.C. Section 78a et seq.) or the Investment Company Act of 1940 (15 U.S.C. Section 80a-1 et seq.); 3.6.1.3 Has a dollar-weighted average stated maturity of 90 days or fewer; and 3.6.1.4 Includes in its investment objectives the maintenance of a stable net asset value of $1 for each share. 3.6.2 Relative to money market mutual funds, the county may not • ] 3.6.2.1 Invest its funds or funds , under its control, including bond proceeds and reserves and other funds held for debt service, in any one money market mutual fund in an amount that exceeds 10 percent of the total assets of the money market mutual fund. [ ? hsves;mepa ] 3.7 ELIGIBLE INVESTMENT POOLS 3.7.1 Brazos County may invest its funds and funds under its control through an eligible investment pool if the Commissioners' Court by resolution authorizes investment in the particular pool. An investment pool shall invest the funds it receives from entities in authorized investments permitted by the Public Funds Investment Act. 3.7.2 Brazos County will not invest more than 60% of its funds in an investment pool for longer than a three-month period. 3.7.3 To be eligible to receive funds from and invest funds on behalf of Brazos County, an investment pool must famish to the investment officer an offering circular or other similar disclosure instrument that contains, at a minimum, the following information: APPROVED 12/2000 i . 1 ` a 19 9 io I OR f f 1 i 3.7.3.1 The types of investments in which money is allowed to be invested; 1 I 3.7.3.2 The maximum average dollar-weighted maturity allowed, based on the stated maturity date, of the pool; 3.7.3.3 The maximum stated maturity date any investment security within the portfolio has; 3.7.3.4 The objectives of the pool; 3.7.3.5 The size of the pool; 3.7.3.6 The names of the members of the advisory board of the pool and the dates their terms expire; 3.7.3.7 The custodian bank that will safekeep the pool's assets; 3.7.3.8 Whether the intent of the pool is to maintain a net asset value of one dollar and the risk of market price fluctuation; 3.7.3.9 Whether the only source of payment is the assets of the pool at market value or whether there is a secondary source of payment, such as insurance or guarantees, and a description of the secondary source of payment; 3.7.3.10 The name and address of the independent auditor of the pool; 3.7.3.11 The requirements to be satisfied, deadlines and/or other operating policies required for the County to invest funds in and withdraw funds from the pool; and 3.7.3.12 The performance history of the pool, including yield, average dollar-weighted maturities, and expense ratios. 3.7.4 To maintain eligibility to receive funds from and invest funds on behalf of the County, an investment pool must furnish to the Investment Officer. 3.7.4.1 Investment transaction confirmations; and 3.7.4.2 A monthly report that contains, at a minimum, the following information: APPROVED 17/2000 • i • 3.7.4.2.1 The types and percentage breakdown of securities in which the pool is invested; 3.7.4.2.2 The current average dollar-weighted maturity, based on the stated maturity date, of the pool; 3.7.4.2.3 The current percentage of the pool's portfolio in investments that have stated maturities of more than one year, 3.7.4.2.4 The book value versus the market value of the pool's portfolio, using amortized cost valuation; 3.7.4.2.5 The size of the pool; 3.7.4.2.6 The number of participants in the pool; 3.7.4.2.7 The custodian bank that is safekeeping the assets of the pool; 3.7.4.2.8 A listing of the County's daily transaction activity; 3.7.4.2.9 The yield and expense ratio of the pool; 3.7.4.2.10 The portfolio managers of the pool; and 3.7.4.2.11 Any changes or addenda to the offering circular. 3.7.4.3 The County by contract may delegate to an investment pool the authority to hold legal title as custodian of investments purchased with its local funds. 3.7.4.41n this section, "yield" shall be calculated in accordance with regulations governing the registration of open-end management investment companies under the Investment Company Act of 1940, as promulgated from time to time by the federal Securities and Exchange Commission. 3.7.4.5 To be eligible to receive funds from and invest funds on behalf of the County, a public funds investment pool created to function as a money market mutual fund must mark its portfolio to market daily, and, to the extent reasonably possible, stabilize at a $1 net asset value. If the ratio of the market value of the portfolio divided by the book value of the portfolio is less than 0.995 or greater than 1.005, portfolio holdings shall be sold as necessary to maintain the ratio between 0.995 and 1.005. 3.7.4.6 To be eligible to receive funds from and invest funds on behalf of the County, a public funds investment pool must have an advisory board composed of participants in the pool and other persons who do not have a business relationship with the pool and are qualified to advise the pool. APPROVED M ODD 0 s• s i 3.7.4.7 To maintain eligibility to receive funds from and invest funds on behalf of the County, a public funds investment pool must be continuously rated no tower than AAA or AAA-m or at an equivalent rating by at least one nationally recognized rating service or no lower than investment grade by at least one nationally recognized rating service with a weighted average maturity no greater than 90 days. 3.8 PROHIBITED. The Brazos County Investment Officer will make no investments in derivative products. The Public Funds Investment Act specifically prohibits the following investments: 3.8.1 Obligations whose payment represents the coupon payments on the out-standing principal balance of ,he underlying mortgage- backed security collateral and pays no principal; 3.8.2 Obligations whose payment represents the principal stream of cash flow from the underlying mortgage-backed security collateral and bears no interest; 3.8.3 Collateralized mortgage obligations that have a stated final maturity date of greater than 10 years; and 3.8.4 Collateralized mortgage obligations the interest rate of which is determined by an index that adjusts opposite to the changes in a market index. 3.9 Effect of Loss of _R-equired- Rating. An _ investment that requires a minimum rating under the PFIA does not qualify as an authorized investment during the period the investment does not have the minimum rating. The County Treasurer/Investment Officer shall take all prudent measures that are consistent with this investment policy to liquidate an investment that does not have the minimum rating. The County, however, is not required to liquidate investments that were authorized investments at the time of purchase. 4.0 INVESTMENT STRATEGIES 4.1 In accordance with the Public Funds Investment Act, a separate written investment strategy will be developed for each of the funds or group of funds under Brazos County's control. Each strategy must describe the investment objectives for the particular fund using the following vriorities in order of imvortance: • 4.1.1 Understanding of the suitability of the investment to the financial requirements of the County; 4.1.2 Preservation and safety of principal; 4.1.3 Liquidity; 4.1.4 Marketability of the investment if the need arises to liquidate the investment before maturity; 4.1.5 Diversification of the investment portfolio; 4.1.6 Yield; and 4.1.7 Maturity restrictions. 4.2 The Commissioners' Court of Brazos County shall review its investment strategies not less than annually and shall adopt a written instrument by resolution stating that it has reviewed the investment strategies and that the written instrument so adopted shall record any changes made to investment strategies. • 5.0 INVESTMENT RESPONSIBILITY AND CONTROL 5.1 INVESTMENT INSTITUTIONS DEFINED. Brazos County funds shall be invested with or through any or all of the following institutions or groups consistent with federal and state law and the current Depository Bank contract: 5.1.1 Depository bank; 5.1.2 Other state or national banks domiciled in Texas that are insured by FDIC; 5.1.3 Savings and loan associations domiciled in Texas that are insured by FSLIC (or its successor); 5.1.4 Public funds investment pools; or 5.1.5 Government securities brokers and dealers meeting the following qualifications: 5.1.5.1 A written copy of this investment policy shall be presented to any person offering to engage in an investment APPROVED 128000 t 5.1.5.2 The qualified representative of the business organization offering to engage in an investment transaction with the County shall execute a written instrument in a form acceptable to the County and the business organization substantially to the effect that the business organization has; 5.1.5.2.1 Received and reviewed the investment policy of the County; and 5.1.5.2.2 Acknowledged that the business organization has implemented reasonable procedures and controls in an effort to preclude investment transactions conducted between the County and the organization that are not authorized by the County's investment policy, except to the extent that this authorization is dependent on an analysis of the makeup of the County's entire portfolio or requires an interpretation of subjective investment standards. 5.1.5.3The County Investment Officer may not acquire or otherwise obtain any authorized investment described in the County's investment policy from a person who has not delivered to the County the instrument required above. 5.1.5.4 The Brazos County Investment Advisory Committee shall, at least annually, review, revise, and recommend a list of qualified brokers to the Commissioners' Court. The Court shall adopt the list of qualified brokers who are authorized to engage in investment transactions with the County. Selection of brokers will be based upon the following: APPROVED 12/2000 . I 1/~. transaction with the County. For purposes of this section, a business organization includes investment pools. Nothing in this section relieves the County of the responsibility for monitoring the investments made by the County to determine that they are in compliance with the investment policy. • 5.1.5.4.1 Qualifications and capabilities of the firm in dealing with public entities; 5.1.5.4.2 Qualifications and capabilities of the relationship manager; 5.1.5.4.3 Market capitalization of the firm; 5.1.5.4.4 The number of transactions won though competitive bidding; 5.1.5.4.5 Prompt and accurate confirmation of transactions; 5.1.5.4.6 Efficient securities delivery; 5.1.5.4.7 Accurate market information; and 5.1.5.4.8 Account servicing. 5.2 STANDARDS OF OPERATION 5.2.1 The County Investment Officer shall develop and maintain written administrative procedures for the operation of the investment program consistent with this investment policy. 5.2.2 It shall be the policy of the County that all transactions, except investment pool funds and money market mutual funds, be settled • on a delivery versus payment basis. s 5.2.3 All investment funds will be placed directly with qualified financial institutions. The County will not deposit nor invest through third parties or money brokers. 5.2.4 The market price of the County's investments shall be monitored by soliciting prices at least quarterly from a qualified broker. 5.3 PRUDENT STANDARD OF CARE. 5.3.1 In the administration of the duties of the Investment Officer, the person designated as Investment Officer shall exercise the judgment and care, under prevailing circumstances, that a person of prudence, discretion, and intelligence would exercise in the management of the person's own affairs, not for speculation, but for investment, considering the probable safety of capital and the probable income to be derived. The Commissioners' Court of Brazos County however, retains ultimate reMgnsibility as fiduciaries of the assets of the County, Investment of funds shall • ~i ~ APPROVED 1712000 ,.Pp ~ A l be governed by the following investment objectives, in order of priority: preservation and safety of principal; liquidity; and yield. 5.3.2 In determining whether an investment officer has exercised a prudence with respect to an investment decision, the ' determination shall be made taking into consideration: 5.3.2.1 The investment of all funds, or funds under the County's control, over which the officer had responsibility rather than a consideration as to the prudence of a single investment; and 4 1 5.3.2.2 Whether or not the investment decision was consistent with the written investment policy of the entity. 5.4 COLLATERAL OR INSURANCE. The Brazos County Investment Officer shall insure that all County funds are 102% collateralized or insured consistent with federal and state law and the current Bank Depository Contract in one or more of the following manners: 5.4.1 FDIC insurance coverage; 5.4.2 Obligations of the United States or its agencies and instrumentalities; 1 5.4.3 Direct obligations of the State of Texas or its agencies; 5.4.4 Other obligations, the principal of and interest on which are unconditionally guaranteed or insured by the State of Texas or the United States or its agencies and instrumentalities; 5.4.5 Obligations of states, agencies, counties, cities, and other political subdivisions of any state having been rated as to investment quality by a nationally recognized investment rating firm and having received a rating of not less than "A" or its equivalent; or 5.4.6 Any other manner allowed by law. 5.5 SAFEKEEPING 5.5.1 All securities purchased by the County shall be held in safekeeping by the County, or a County account in a third party financial institution, or with the Federal Reserve Bank. APPROVED 12!2000 W^J . - - I /a 1 1 • w Y ~ 5.5.2 All Certificates of Deposit, insured by the FDIC, purchased outside the Depository Bank shall be held in safekeeping by either the County or a County account in a third party financial institution. 5.5.3 All pledged securities shall be held in safekeeping by the County, or a County account in a third party financial institution, or with a Federal Reserve Bank. 5.6 AUDIT CONTROL. • 5.6.1 The Investment Officer of Brazos County will establish a liaison with the County Auditor in preparing investment forms for accounting and auditing control. 5.6.2 The Commissioners' Court of Brazos County shall have an annual financial audit of 'all County funds by an independent auditing firm, as well as an annual compliance audit of management controls on investments and established investment policies. 5.6.3 If the County invests in other than money market mutual funds, investment pools or accounts offered by its depository bank in the form of certificates of deposit, or money market accounts or similar accounts, the reports prepared by the Investment Officers under this section shall be formally reviewed at least annually by an independent auditor, and the result of the review shall be reported to the Commissioners Court by that auditor. 6.0 INVESTMENT REPORTING AND PERFORMANCE EVALUATION 6.1 QUARTERLY REPORT. At least quarterly, the Investment Officer shall prepare and submit to the Commissioners' Court a written report of investment transactions for all funds for the preceding reporting period within a reasonable time after the end of the period. The report must: 6.1.1 Describe in detail the investment position of the County on the date of the report; 6.1.2 Be prepared jointly by all investment officers of the County; 6.1.3 Be signed by each of the investment officers of the County; • APPROVED 12/2000 u ~i i t' !1a I l s 6.1.4 Contain a summary statement, prepared in compliance with generally accepted accounting principles, of each pooled fund group that states the following: 6.1.4.1 Beginning market value for the reporting period; 6.1.4.2 Additions and changes to the market value during the period; 6.1.4.3 Ending market value for the period; 6.1.4.4 Fully accrued interest for the reporting period; and 6.1.4.5 The dollar-weighted average maturity of the portfolio. 6.1.5 State the book value (the original acquisition cost of an investment plus or minus the accrued amortization or accretion) and the market value (current face or par value of an investment multiplied by the net selling price of the security as quoted by a recognized market pricing source quoted on the valuation date) of each separately invested asset at the beginning and end of the reporting period by the type of asset and fund type invested; 6.1.8.1 The investment strategy expressed in the County's investment policy, and 6.1.8.2 Relevant provisions of Chapter 2256, Texas Government Code, as amended. 6.2 NOTIFICATION OF INVESTMENT CHANGES. It shall be the duty of the County Investment Officer of Brazos County, Texas, to notify the Brazos County Commissioners' Court of any significant changes in current investment methods and procedures prior to their implementation. APPROVED 12=W 71 r~•1tlulsMY~OC+ew71Pl'-'~-~"~-`+~u•o/'ti'•~'"rv'A'~~*ORLLl4:Ct~h~%1 FvC'9;'7~,#/ 6.1.6 State the date of maturity of each separately invested asset that has a maturity date; 6.1.7 State the account or fund or pooled group fund in the County for which each individual investment was acquired; and 6.1.8 State the compliance of the investment portfolio of the County as it relates to the following: • 7.0 DEPOSITORY FOR COUNTY FUNDS 7.1 DEPOSITORY CONTRACT. 7.1.1 The Commissioners' Court of Brazos County at its May regular term immediately following each general election for state and county officers shall contract with one or more banks in the county for the deposit of the County's public funds. The County shall contract with a bank for a two-year or four-year contract term. • 7.1.2 If the contract is for a four-year term, the contract shall allow the bank to establish, on the basis of negotiations with the County, new interest rates and financial terms of the contract that will take effect during the final two years of the four-year contract if- 7.1.2.1 The new financial terms do not increase the prices to the County by more than 10 percent; and 7.1.2.2 The County has the option to choose to use the initial variable interest rate option or to change to the new fixed or variable interest rate options proposed by the bank. 7.1.3 The provisions set forth in Chapters 116 and 117 of the Local Government Code will regulate the establishment of the depository, security for funds held by the depository, depository accounts, and liabilities. 7.2 COLLATERAL will be provided by the Depository in accordance with Government Code 2257, Subchapters A and B. 8.0 DEFINITIONS. 8.1 BOND PROCEEDS means the proceeds from the sale of bonds, notes, and other obligations issued by an entity, and reserves and funds maintained by an entity for debt service purposes. 8.2 BOOK VALUE means the original acquisition cost of an investment plus or minus the accrued amortization or accretion. 8.3 FUNDS means public funds in the custody of the County that: 8.3.1 Are not required by law to be deposited in the state treasury; and 0 1 1 APPROVED 12125W- 7771 it i i i I 8.3.2 The County has authority to invest 8.4 INVESTMENT POOL means an entity created under Chapter 2256 of the Government Code to invest public funds jointly on behalf of the entities that participate in the pool and whose investment objectives, in order of priority are: preservation and safety of principal, liquidity, and yield. 8.5 MARKET VALUE means the current face or par value of an investment multiplied by the net selling price of the security as quoted by a recognized market-pricing source quoted on the valuation date. 8.6 POOLED FUND GROUP means an internally created fund of an the County in which one or more institutional accounts of the County are invested. 8.7 QUALIFIED REPRESENTATIVE means a person who holds a position with a business organization, who is authorized to act on behalf of the business organization, and who is one of the following: 8.7.1 For a business organization doing business that is regulated by or registered with a securities commission, a person who is registered under the rules of the National Association of Securities Dealers; 8.7.2 For a state^or federal bank, a savings bank, or a state or federal credit union, a member of the loan committee for the bank or branch of the bank or a person authorized by corporate resolution to act on behalf of and bind the banking institution; or 8.7.3 For an investment pool, the person authorized by the elected or official board with authority to administer the activities of the investment pool to sign the written instrument on behalf of the investment pool. 8.8 SEPARATELY INVESTED ASSET means an account or fund of the County that is not invested in a pooled fund group. I 1 i I APPROVED 12/2000 I "Nil • INVESTMENT STRATEGY Brazos County maintains a portfolio that supports three different types of funds available for investments made in accordance with the County's Investment Policy. Employing a passive investment style, these funds are invested utilizing the following strategies designed to provide for the safety of principal first and the suitability of each individual fund while earning the best possible interest rate available. OPERATING FUNDS Objective: Brazos County's Operating Funds shall be invested in a manner to maintain the safety and liquidity necessary for weekly accounts payable, fury expenses, and bi-weekly payroll. Excess funds shall be invested to provide diversification and to earn a more competitive interest rate while maintaining marketability and liquidity :o offset occasional unanticipated expenditures. Strate : Operating Funds shall be invested in securities having a short maturity date or in a daily liquidity fund such as TexPool or in an eligible money market mutual fund. Excess funds may be invested in securities with a longer maturity date or in an approved commercial paper issue. • SPECIAL. PROJECTS AND PERMANENT IMPROVEMENT FUNDS Objective: These funds are to be invested in a manner structured to assure that anticipated cash flows are matched with investment liquidity and to provide the necessary safety of the funds. Strate : The special projects and permanent improvement funds (and some operating funds) are invested in a series of secunties each with a progressively longer time to matunty. The amounts of each security are determined by monthly or seasonal cash flow spending needs providing a consistent level of cash inflow throughout the year. At least 10% of these funds are to be kept in highly liquid instruments to allow for fixed asset purchases or unforeseen project outlays. DEBT SERVICE FUNDS Objective: These funds shall be invested to provide adequate funds to cover the debt service obligation on the required payment date. The selection of these investments will be based pnmanly on safety, suitability and marketability and secondanly with regard to yield and diversification. Strate>;y: The matching approach for investments will be utilized for these funds by investing funds received at the beginning of the year with maturity dates selected to coincide with liabilities throughout the year. Adequate funds are invested to mature in time to pay for Brazos County's quarterly bond obligation payments, and excess funds are invested for longer periods of time. APPROVED 12/2000 771 ax oII i COMMERCIAL PAPER DOMESTIC - RATED AI/PI (OR BETTER) APPROVED BY THE BRAZOS COUNTY INVESTMENT AD MORY COMMITTEE 3.5.3.3 Brazos County Investment Policy AMERICAN EXPRESS CREDIT (AmerEzp) AT&T CHASE CITICORP COCA COLA EXXON FORD MOTOR CREDIT (FMCC) GE CAPITAL CORP (GECC) GMAC MERRILL LYNCH SALOMON SMITH BARNEY UPS WALMART ACKNOWLEDGED IV2000 l a E' ~9 I ~I C, t • OCTOBER 2000 TREA SURER'S REPOR T H BALANCE INVESTED CASH ACCT BAL FUND NUMBER & NAME 1 CASH BALANCE 30/2000 09 INCOMING INVESTED TEXPOOL INTEREST •OCTOBER SUBTOTAL DISBURSED CAS 10/31/2000 . . 10/31/2000 / 75 656 801 5 435 026 53 15 366 63012 01 • GENERAL FUND 17,589,262.52 1,934,749.31 68,936 22 19,591,948.05 3,791,291.30 . , 1 , 481 18 335 2 . , , 03 851 228 2 , 106 630 15 02 • COUNTY HEALTH ENDOWMENT FUND 2,339,222.87 30,711.52 6,796.79 2,376,731.18 41,250.00 . , , 944 48 437 . , , , . 437 944 48 05 • HEALTH DEPARTMENT 475,099.56 83,586.98 558,686 54 120,742.06 , 378 10 33 27 994 5 , 27 383.83 12 - STATE LATERAL ROAD 8,411.75 24,933.20 33.15 33,37810 - . , 84 412 228 . , , 228 412 84 13•UNCLAIMED FUNDS 224,087 47 4,325.37 228,41284 . , 47 748 848 17 862 382 , . 465 886 30 14 • COMMUNITY SUPERVISION 620,415.91 498,301.91 2,117.62 1,120,835 44 272,086 97 . , 29 550 108 . , , . 108 550.29 15 - LAW LIBRARY 104,9S2.95 3,597.34 - 108,550 29 . , 092 29) 1 , 09219 (1 423 81 4 656.86 5,080.67 6,172.96 . , ( , 16 • APPELLATE JUDICIAL FUND , . 0 00) 560 3 560.00 (3 17 ALTERNATIVE DISPUTE RESOLUTION 2,780.00 1,440.00 4,220.00 7,780.0 . , ( 55 548 21 , , 548.55 21 - 23,675.25 2,126.70 . , , 18 • LEOSE FUND 23,675.25 0 175 03 161 775.03 161 19 • COUNTY RECORDS MANAGEMENT 156,267.31 6,20612 - 162,473 53 698.5 77 5 , . 37 954 125 , 954.37 125 20 • COUNTY CLERK MGMT.FUND 126,510.88 4,499.26 131,010.14 5,05 . . , 299 63 11 , 299.63 11 21 • TIME PAYMENT FUND ' 11,299.63 11,299 63 - 83 . , 69 988 321 54 152 255 , 66 836.15 22 • COURTHOUSE SECURITY FUND 321,699 05 6,816.22 1,411.25 329,926.52 7,937. . , 945 01 1 . , - , 1,945.01 25 • SPECIAL FORFEITURE FUND 1,933.27 11.74 1,945.01 - 00 3 . , 32 34 099 140.09 33 959.23 40 211 34 7.62 183.30 34,402.32 30 . , . , 28 • VOTER REGISTRATION . , 07 397 69 112.40 61 8,284.67 03 966 338.01 69,39707 . , , 29 • VIT INTEREST FUND 68,093.03 . 697 66 97 645 76 76,645,97 30 - COUNTY GRANTS (74,67389) 224,017.52 149,343.63 . 72, 33680 , . 56 536 159 159,536.56 31 - M.P.O. RAIL STUDY 117,350.68 141,527 68 258,873.36 99, 335 65 64 . , 840 33) (131 - 131,840.33) 336 33 42 (67,504 68) , . , 32 • NARCOTICS TASK FORCE (109,841.01) . , 464 61 38 69 574 003 658 01 514 59,345.68 72 621 609 2,846.58 612,468 30 . , , . , 42 • M.S.J. EXPANSION . , 224 60 24 392 270 270,392.24 - 275,61684 . 5, . , 43 • COURTHOUSE IMPROVEMENT 275,616 84 7 086 95 308 62 468 2 267.13 399 2 69,041.49 2,543,395.57 5, . , , , , 45 • GEN.PERMANENT IMPV. 2,543,395 57 32901 665 571.19 626 38,757.82 43 863 661 3,465.58 665,329.01 - , , 48 • RIGHT OF WAY . , 79 17 818 33 915 1 728.29 100 2 (184,909.96) 478 36 54 01 900 2 11,619.13 2,168,997.50 . 253,1 . , , , , 49 • CAPITAL ROADS - R&B , . 2,1 . , 228 76 36 163 386 1 656.09 322 1 63,507.27 83 158 49 66 917 289 7,315.63 1,646,392.12 260, . , , , , 50 • HEALTH & LIFE INSURANCE . 1,3 , . , 53 205 55 983 342 342,983.55 33368 888 ' 984,18908 641, . . , 60 -PAYROLL 95,855.40 , 84 0 818 44 61 61,818 44 50 539 62,319 28 50 . , 75 - BAIL BOND BOARD FUND 61,779.78 . 66 5 93 686 326 28 019.74 366 25 2,960,661.19 74 652 785 9 676.59 201 4 105,063.26 34,092,392.59 . 5,765,70 . , , , , TTL.OFACCTS.IN POOL . , , 2 , , 949 58 175 2 18846 157 2 18,76112 32 10 131 60 6 5,811.66 2,175,94958 . , , , , 41 • GEN.OBLIG.DEBT SVC. . , 2,1 . 66 705 5 51 636 502 30 208.20 523 27 2,979,428.31 TOTAL 31,955,784.06 4,201,683.19 110,874.92 36,268,342.17 . , 5,76 . , , , , This report is submitted as true and correct to Comm issioners Court ~r~~ by '•w~-v~~ Brazos County Treasur er, on ~a-' ~ / ~ o 1 i I I• i I I i i i I I JDJbj-Vlr xx INTENTIONALLY VOL a nPAGE 21 i