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Ryan L. Butler <br />Clerk of Circuit Court & Comptroller <br />1801 27th Street <br />Vero Beach, FL 32960 <br />Telephone: (772) 226-3100 <br />TO: Board of County Commissioners <br />FROM: Elissa Nagy, Chief Deputy Comptroller <br />THRU: Ryan L. Butler, Clerk of the Circuit Court and Comptroller <br />DATE: December 8, 2023 <br />SUBJECT: Updates to the Cash Surplus Funds Investment Policy <br />J`S�couNTyc • <br />0 <br />�Aa <br />v a <br />o <br />`'yF/nanN 6�� <br />BACKGROUND <br />During the Investment Advisory Committee meeting on December 7, 2023, the committee <br />recommended a few updates and additions to the Cash and Surplus Funds Investment Policy. <br />These changes included updating title references and adding an "Investment Decisions" section to <br />include the recommended language under House Bill 3. <br />RECOMMENDATION <br />Staff recommends that the Board of County Commissioners accept the Cash and Surplus Funds <br />Investment Policy changes. Attached is a complete policy with the recommended changes as well <br />as a track changes version. <br />69 <br />