PORTSMOUTH TOWN COUNCIL MEETING

January 12, 2009

 

7:00 p.m. – Town Council Chambers, Town Hall, 2200 East Main Road

 

MEMBERS PRESENT:   Peter J. McIntyre, Hubert E. Little, Keith E. Hamilton,

                                          Jeffrey C. Plumb and James A. Seveney

 

MEMBERS ABSENT:     Dennis M. Canario and Karen Gleason

 

PLEDGE OF ALLEGIANCE

 

A moment of silence for our men and women around the world in harm’s way and in memory of Senator Pell.

 

TOWN COUNCIL

 

CONSENT AGENDA

            1. Thank you from The Frank Carson Family

2. CRMC

PUBLIC NOTICE

  Philip Harkins, Plat 34, Lot 64, 71 Long Shore Road

CEASE AND DESIST ORDERS

  Town Commonage Wharf LLC and Ford-Stratton Trust LLC,

Plat 6, Lot 32, Bay View Avenue

                     Cardi Corporation, Plat 6, Lot 32, Bay View Avenue

 

A motion by Mr. Little, seconded by Mr. Seveney, to receive and place on file.  All voted in favor of the motion.

 

BOARD OF LICENSE COMMISSIONERS

 

A motion by Mr. Seveney, seconded by Mr. Little, to go into Session as a Board of License

            Commissioners.  All voted in favor of the motion.

 

HOLIDAY LICENSE

 

            1. Tenth Gate Center for Yoga & Meditation, R.Fournier & T. Speare,

    1016 East Main Road – NEW

 

A motion by Mr. Seveney, seconded by Mr. Little, to grant a Holiday License to Tenth Gate

            Center for Yoga & Meditation, 1016 East Main Road.  All voted in favor of the motion.

 

 

 

 

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PRIVATE DETECTIVE LICENSE

 

1.     Charles N. Morin, 142 Viking Drive, d/b/a Chenega Security & Protection Services, LLC - NEW

 

A motion by Mr. Little, seconded by Mr. Seveney, to grant a Private Detective License to

            Charles N. Morin, d/b/a Chenega Security & Protection Services, 142 Viking Drive.  All       voted in favor of the motion.

 

PEDDLER LICENSE

 

1.     Longade, LLC d/b/a Del’s Lemonade, Bruce J. Long, Member, 729 West Main Road – 2 vehicles – NEW

 

A motion by Mr. Seveney, seconded by Mr. Little, to grant a Peddler License to Longade, LLC

            d/b/a Del’s Lemonade, 729 West Main Road Middletown for two vehicles.  All voted in         favor of the motion.

 

REQUEST TO ADVERTISE FOR CLASS B LIQUOR LICENSES

 

            1. Oceanside Enterprises, LLC d/b/a Custom House Coffee,                    S.P.Patti

                600 Clock Tower Square, Mark Libby, 54 Raymond Allard Road,

                Swansea, MA, Pres.

 

A motion by Mr. Seveney, seconded by Mr. Little, to advertise for Public Hearing the

            application for a Class B Liquor License by Oceanside Enterprises, LLC d/b/a Custom

            House Coffee, 600 Clock Tower Square.  All voted in favor of the motion.

 

            2. Scampi, Inc. d/b/a Scampi, 657 Park Avenue                                            R.Hochberg

               J.Bannister, 64 Hemlock St., Arlington, MA, Pres.

 

A motion by Mr. Hamilton, seconded by Mr. Little, to advertise for Public Hearing the

            application for a Class B Liquor License by Scampi, Inc. d/b/a Scampi, 657 Park Avenue.

            All voted in favor of the motion.

 

A motion by Mr. Little, seconded by Mr. Seveney, to adjourn as a Board of License

            Commissioners.  All voted in favor of the motion.

 

ADJOURN

 

 

 

 

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TOWN COUNCIL

 

PRESIDENT’S EXECUTIVE SUMMARY

 

The Town Council met on January 5, 2009 to select a Town Solicitor and Assistant Solicitor.

 

MINUTES  TCM 12/8/08, TCM 1/5/09 & Exec.

 

A motion by Mr. Little, seconded by Mr. Seveney, to accept the minutes as written.  All voted in

            favor of the motion.

 

BILLS – 2 listings: dated 12/17/08 (prepaid) and 1/12/09

 

A motion by Mr. Seveney, seconded by Mr. Little, to pay all just and due bills dated 12/17/08 in

            the amount of $90,497.95 and those bills dated 1/12/09 in the amount of $105,512.12  All       voted in favor of the motion.

 

TOWN ADMINISTRATOR’S REPORT

 

  • The Town’s Snow plow budget will be depleted as soon as we buy more salt and sand.  8 of this year’s 10 snow events have been on weekends and the price of salt is up 72% this year.
  • February 5th is the Aquidneck Land Trust’s annual meeting at the Atlantic Beach Club and assuming all the paperwork is in order there will be the closing of the Green Valley easement.
  • On January 21st a joint meeting of the Town Council and School Committee is scheduled to discuss the budget and related issues.
  • The Governor’s budget announced a cut of $554,000 in general revenue sharing, zeroing out aid to the Town of Portsmouth.  There is also an $800,000. cut to the Schools which is, to some extent, offset in a cash flow sense by a deferred obligation to make a pension payment into following years.   
  • Plans to schedule a tour of Coggeshall School and Glen Farm (Brown House and Phelps House) will be firmed up on January 26th.
  • 99% of Overtime is for DPW snow plowing or Police and Fire emergencies.

 

APPOINTMENTS AND RECOGNITIONS

 

            1. Resignation: Melville Park Committee                                           K.M.Ptak

 

A motion by Mr. Little, seconded by Mr. Seveney, to receive with regret the resignation of Karen M. Ptak.  All voted in favor of the motion.

 

 

 

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            2. Appointment Requests

                        a. Portsmouth Agricultural Committee – advertised

 

A motion by Mr. Seveney, seconded by Mr. Plumb, to appoint Louis Escobar, Sanne Kure-            Jensen, and Martha A. Haynes to the Portsmouth Agricultural Committee.  All voted in             favor of the motion.

 

            3. Tree Warden Re-appointment Request

 

A motion by Mr. Little, seconded by Mr. Seveney, to re-appoint Francis E. Charette, Jr., as Tree

            Warden for 2009.  All voted in favor of the motion.

 

OLD BUSINESS

 

OB 1 -  Request Utility Easement to the U.S. Navy at Melville (Tabled fr. 11/24/08 & 12/8/08)

 

Mr. Driscoll noted the Public Works Director’s letter recommending Council’s approval of the easement. 

 

A motion by Mr. Little, seconded by Mr. Seveney, to approve the request for the easement.  All

            voted in favor of the motion.

 

OB 2 - Request to Expend Allocated Maintenance Funds/Melville Park and Recreation Area

           

Chairman Rizy, asked to withdraw this item and defer it to a later meeting.

 

A motion by Mr. Little, seconded by Mr. Seveney, to approve the request.  All voted in favor of 

            the motion.

 

OB 3 - Request Appointment of Alternate to the Aquidneck Island Re-Use Planning Authority

           

A motion by Mr. Seveney, seconded by Mr. Little, to refer to the Portsmouth Redevelopment

            Agency to discuss at their meeting on January 15th.  All voted in favor of the motion.

 

OB 4 - November Revenue & Expenditure Reports for FY 2008-09

 

No action.

 

NEW BUSINESS

 

NB 1 - Other Post Employment Benefits Actuarial Valuation Report

 

David Ward, Angell Pension Group, Inc. gave an overview to the Council.

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NB 2 - Request Approval of Proposed Rules & Regulations for Melville Park and Recreation

            Area

 

Mr. Faucher recommended the following change in language to the first line of #10: “Overnight camping outside the Melville Parks Campground is allowed for organized groups with an appropriate permit.”

 

A motion by Mr. Hamilton, seconded by Mr. Seveney, to approve the Proposed Rules &

            Regulations with the noted change in language.  All voted in favor of the motion.

 

Town of Portsmouth

Melville Park Recreation Area

 

Welcome to the Melville Park Recreation Area. This 153-acre tract is devoted to passive, not active, recreation. We welcome you to enjoy the grandeur of this natural landscape.

 

The Melville Park Committee members are the caretakers of the Park. We have created these rules to help maintain the Park’s beauty and to protect its habitat. We invite you to join us in our caretaking responsibilities for this public land. Applications to become a volunteer member of the Committee may be obtained at the Portsmouth Town Clerk’s office. More Park information is available at our website: www.melvilleponds.org.

 

Park Rules and Regulations

 

1. The trash policy is “Carry In/Carry Out”. Dispose of trash responsibly.

 

2. Obey the directions given by Portsmouth Police and Fire personnel, properly identified members of the Melville Park Committee, the Melville Campground Campmaster and assistants, or authorized representatives of the Rhode Island Department of Environmental Management.

 

3. All dogs must wear a collar with valid license tag. Town ordinance requires dogs to be on a leash at all times.

 

4. You are required to pick up after your dog, and Mutt Mitts are available.

 

5. The hours of the Park are ˝ hour before sunrise to ˝ hour after sunset.

 

6. Parking is allowed in the designated areas only. Motorbikes and motorcycles must be parked in these designated areas.

 

7. Fishing licenses are required. Fishing season runs from the first Saturday in April to the last Saturday in February. The Rhode Island DEM stocks trout in the upper pond, behind Melville School, and the lowest pond, at least twice a year.

 

8. Permission to use metal detectors or other location devices must be obtained from the Melville Park Committee.

 

 

 

 

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9. PROHIBITED ACTIVITIES.

The following activities are expressly prohibited within the Park:

a. Hunting and possession and use of weapons. Ceremonial props such as arrows or spears must have soft (rubber) tips.

b. Alcoholic beverages

c. Offensive behavior and profanity

d. Removal of natural habitat, with the exception of fish.

e. Removal, digging or cutting of plant life, trees, shrubs, or other growth

f. Smoking when the danger of fire is moderate to extreme

g. Washing of vehicles, bicycles or animals in any natural body of water

h.  Bathing, swimming, laundering in the waterways or ice skating

i. Off-road recreational vehicles and dirt bikes on other than paved roads.

j. Bicycle, scooter, skate board or other operator-propelled vehicles or devices, except on paved roads. Exception is made for wheelchairs where terrain allows

k. Piston-powered watercraft on ponds; electric motors are allowed

l Defacing or altering any structure, sign, or other item of public property

m. Disturbing, harassing or molesting any species of wildlife, including nesting birds

 

10. CAMPING.

Overnight camping outside the Melville Ponds Campground is allowed for organized groups with an appropriate permit. Permits for camping within the Park may be applied for at the Melville Campground office. There must be one adult for every four children (under the age of 18 years). There will be no more than 10 persons per campsite.. Quiet hours are between 11pm and 7am. Blaring music at any time is prohibited.

 

Having a campfire requires a permit from the Portsmouth Fire Department. The ground surrounding the campfire must be protected by a cleared berm of rock or soil. The fire must be attended at all times and must be completely extinguished before leaving the Park.

 

Maximum campsite occupancy is 36 hours. Camping over the 36-hour limit is allowed for a fee at the Melville Campground, adjacent to the Park (401-682-2424). Motorized camping gear must use the Melville Campground.

A last word

Please help protect this nature reserve for the enjoyment of all.

 

Approved by Melville Park Committee    12/08/08

Approved by Portsmouth Town Council

 

NB 3 - Request to Advertise for Zoning Ordinance Amendment Map 26, Lot 13 from Heavy                          Industrial to R40

 

 A motion by Mr. Little, seconded by Mr. Seveney, to grant the request to advertise for a Public Hearing.  All voted in favor of the motion. 

 

NB 4 - Request for Renewal/Extension of the Lease Agreement of 321 East Main Road/             Aquidneck Island Christian Academy

 

A motion by Mr. Little, seconded by Mr. Seveney, to take this under advisement.  All voted in             favor of the motion.

 

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NB 5 - Request Permission to Receive Donations from Patriot Hauling For Paper Shredding             Event/Solid Waste/Recycling Com.

 

A motion by Mr. Seveney, seconded by Mr. Plumb, to approve the request and place any

            proceeds in the Transfer Station Enterprise Fund.  All voted in favor of the motion.

 

NB 6 - Presentation: Fire Boat Purchase Request                                          

         

A motion by Mr. Little, seconded by Mr. Seveney, to place this request on file.  All voted in

            favor of the motion.

 

NB 7 - Request: Begin process of applying to CRMC to reclassify a portion of State’s waters             from Type 1 to Type 2

 

Councilman Plumb recused himself due to a possible conflict of interest.

 

A motion by Mr. Seveney, seconded by Mr. Little, to give Mr. Crosby permission to go forward

            and look into this with CRMC.  The motion carried 4-0 with Mr. Plumb recused.

           

NB 8 - Request for Support re: Traffic signal, East Main Road and Park Avenue

            (Bourbon Street)/Planning Board

 

Mr. Driscoll said the Police Chief has prepared a letter to the State Traffic Commission.

 

A motion by Mr. Little, seconded by Mr. Seveney, to grant the request.    All voted in favor of             the motion.

 

NB 9 - Proposed Change to Planning Board Fee Schedule  

 

A motion by Mr. Little, seconded by Mr. Seveney, to approve the proposed change to the

            Planning Board Fee Schedule.  All voted in favor of the motion.           

       

 

NB 10- Proposed Projects List/RIDOT Proposed Federal Stimulus Projects List    

 

Mr. Driscoll noted that the Escape Bridge is not on list because DOT said it is not “shovel ready”. 

 

A motion by Mr. Seveney, seconded by Mr. Little, to have Mr. Driscoll take action asking the RIDOT why the Escape Bridge isn’t on the proposed projects list.  All voted in favor         of the motion.

 

 

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NB 11- Request to Amend the Current Year Budget in April and September

 

Mr. Faucher said that for several years the Council has amended the budget in January, April and September.  He has found that amending the budget in January is too early in the year to be meaningful.  

 

A motion by Mr. Little, seconded by Mr. Plumb, to approve the request.  All voted in favor of             the motion.

 

NB 12- Request to Approve Investment Policy                                              

 

A motion by Mr. Seveney, seconded by Mr. Plumb, to approve the Investment Policy.  All voted

            in favor of the motion.

TOWN OF PORTSMOUTH

INVESTMENT POLICY

Table of Contents

Section 1:       Investment Policy Priorities and Objectives. 8

a) Legal Conformance. 8

b) Preservation of Capital 9

c) Maintenance of Appropriate Liquidity. 9

d) Risk Minimization. 9

e) Rate of Return/Yield. 10

Section 2:       Standards of Care. 10

a) Prudence. 10

b) Internal Controls. 10

c) Ethics/Conflicts of Interest 11

Section 3:       Investment Portfolio. 11

a) Monitoring and Reporting. 11

b) Suitable and Authorized Investments. 11

c) Safekeeping and Custody of Securities. 11

d) Collateralization. 11

e) Portfolio Diversification. 12

f) Maturity Scheduling. 12

Section 4:       Selection Criteria. 12

a) Financial Institutions & Broker Dealers. 12

b) Selection and Analysis. 12

Section 5:       Approval of Investment Policy. 13

 

Section 1:       Investment Policy Priorities and Objectives

a) Legal Conformance

Consistent with the GFOA Policy Statement on State and Local Laws Concerning Investment Practices and in accordance with Section 35-10-11 of the General Laws of the State of Rhode Island only the investments described in this policy will be permitted.

 

The Town’s investments shall conform to Section 35-10.1-3 of the General Laws of the State of Rhode Island relative to collateralization of short term investments to the extent required by law.

               Under no circumstances will investments be made in direct or indirect violation of the State statutes dealing with the investment of idle funds.

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b) Preservation of Capital

A primary objective of the Town of Portsmouth in implementing its short term investment program is the preservation of capital in the overall portfolio.  All investments are to be made in a manner to minimize any risk which could jeopardize the safety of the principal invested.

c) Maintenance of Appropriate Liquidity

The investment portfolio shall remain sufficiently liquid to meet all operating requirements that may be reasonably anticipated.  This is accomplished by structuring the portfolio so that securities mature concurrent with cash needs to meet anticipated demands.  Furthermore, since all possible cash demands cannot be anticipated, the portfolio should consist largely of securities with active secondary or resale markets.  Alternatively, a portion of the portfolio may be placed in money market mutual funds or local government investment pools which offer same-day liquidity for short­-term funds.

d) Risk Minimization

               The primary objectives of the Town’s investment policy relative to risk are:

 

·        To minimize the Town’s exposure to unnecessary risks including but not limited to default, interest rate, liquidity, sovereign, and exchange;

·        To provide competitive returns without sacrificing safety or compromising liquidity requirements; and,

·        To insure accountability for all transactions and internal controls on all investment activities.

                             

               The Town will attempt to minimize common investment risks.  The risks and methods adopted to mitigate those risks are described below.

              

               Default Risk:  Exposure to loss due to non-payment by a borrower of a financial obligation when it becomes payable.  The risk of loss can be minimized by diversifying assets, maintaining a high degree of quality in the portfolio, assessing investment institutions and broker/dealers, and following state and federal laws and GFOA guidance. 

 

               Interest Rate Risk: Exposure to loss of earnings or portfolio market value due to uncertain future interest rates.  The Town will attempt to minimize the risk of interest rate fluctuation by diversifying the portfolio and, to the extent possible, laddering investments such that a portion of the portfolio will be available for reinvestment at regular intervals

 

               Liquidity Risk:  Exposure to loss arising from a situation where there will not be enough cash or cash equivalents to meet the needs of the Town due to illiquid assets yielding less than fair value, or not selling in a timely manner due to a lack of buyers.  The Town will minimize this risk by maintaining an adequate blend of fixed income investments maturing at regular intervals and investing in assets with a high degree of marketability.

 

               Sovereign Risk: Exposure to loss resulting from foreign political and economic disturbances.  The Town will adhere to the list of approved investments which are either obligations of the US Government, guaranteed by the US Government, or insured under the Federal Deposit Insurance Corporation (FDIC).

 

               Exchange Risk: Exposure to loss caused by adverse fluctuations in foreign currency exchange rates.  The Town will attempt to minimize exchange risk by investing only in US dollar denominated assets.

 

 

 

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e) Rate of Return/Yield

The investment portfolio shall be designed with the objective of attaining a market rate of return throughout    budgetary and economic cycles, taking into account the investment risk constraints and liquidity needs. Return on investment is of secondary importance compared to the safety and liquidity objectives described

above.  The core investments are limited to relatively low risk securities in anticipation of earning a fair return relative to the risk being assumed.  Securities shall generally be held until maturity with the following exceptions:

 

·        A security with declining credit may be sold early to minimize loss of principal.

·        A security swap would improve the quality, yield, or target duration in the portfolio.

·        Liquidity needs of the portfolio require that the security be sold.

 

Section 2:       Standards of Care

a) Prudence

               The Town of Portsmouth shall follow the “prudent person” standard which shall be applied in the context of managing the overall portfolio.  Section 35-10-11 of the General Laws of the State of Rhode Island     provides that the investments “shall be made as would be done by prudent persons of discretion and                intelligence in these matters who are seeking a reasonable income and preservation of their capital”. The         Director of Finance will act with due diligence and exercise prudence in all decision making with regards to             investment decisions.

b) Internal Controls

               In administering the short term investment policies of the Town, the Director of Finance will implement an appropriate system of internal control designed to prevent the loss of public funds arising from fraud, employee error, misrepresentation by third parties, unanticipated changes in financial markets, or imprudent actions by employees and officers of the Town. 

 

               The Town will follow the guidance under Section 35-14-4 of the General Laws of the State of Rhode Island, which addresses internal accounting and administrative controls as methods through which reasonable assurances can be given to safeguard assets, check the accuracy and reliability of accounting data, promote operational efficiency and encourage adherence to prescribed managerial policies. 

              

               The following are elements of a satisfactory system of internal accounting and administrative controls:

 

·        A plan of organization that provides segregation of duties appropriate for proper safeguarding of assets

·        A plan that limits access to assets to authorized personnel who require these assets in the performance of their assigned duties

·        A system of authorization and recordkeeping procedures adequate to provide effective accounting control over assets, liabilities, revenues, and expenditures

·        An established system of practices to be followed in performance of duties and functions

·        Personnel of a quality commensurate with their responsibilities

·        An effective system of internal review

 

               This system of internal controls will be reviewed annually as part of the audit process performed by an independent audit firm.

 

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c) Ethics/Conflicts of Interest

Town elected officials and employees involved in the investment process shall refrain from personal business activity that could conflict with the proper execution and management of the investment program, or that could impair their ability to make impartial decisions.  Employees and investment officials shall disclose any material interest in financial institutions with which they conduct business.  They shall further disclose any personal financial/investment positions that could be related to the performance of the investment portfolio.  Employees and elected officials shall refrain from undertaking personal investment transactions with the same individual with whom business is conducted on behalf of the Town.

 

 Section 3:       Investment Portfolio

            a) Monitoring and Reporting

The Finance Office will monitor the portfolio monthly and provide an annual investment report to the Town Council and Town Administrator.        

            b) Suitable and Authorized Investments

Consistent with the GFOA Policy Statement on State and Local Laws Concerning Investment Practices, the following investments will be permitted by this policy and are those defined by state and local law where applicable:

 

·        U.S. Treasury obligations which carry the full faith and credit guarantee of the United States government and are considered to be the most secure instruments available;

·        U.S. government agency and instrumentality obligations that have a liquid market with a readily determinable market value;

·        Certificates of deposit and other evidences of deposit at financial institutions, not to exceed the FDIC limits;

·        Investment-grade obligations of state, provincial and local governments and public authorities;

·        Repurchase agreements whose underlying purchased securities consist of the aforementioned instruments;

·        Money market mutual funds investing exclusively in U.S. Government and Agency obligations and/or repurchase agreements, regulated by the Securities and Exchange Commission and whose portfolios consist only of dollar-denominated securities; and

·        Local government investment pools either state-administered or developed through joint powers statutes and other intergovernmental agreement legislation.

            c) Safekeeping and Custody of Securities

               All securities purchased from Rhode Island institutions will be held at the issuing institution.  All securities purchased from out of State institutions will be held at the Town’s safekeeping agent.

            d) Collateralization

               All investments shall be made in accordance with Section 35-10.1 of the General Laws of the State of Rhode Island, titled “Collateralization of Public Deposits”.  The following policies shall also apply:

 

·        Repurchase Agreements - must be 102% collateralized by U.S. Governments Securities.  The securities pledged for collateralization should be held by the institution issuing the repurchase agreement

·        Certificates of Deposits - must be collateralized if terms exceed 59 days.

·        All securities issued as collateral must be U.S. Government Securities

 

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·        All investments that require collateralization must have a CUSIP # stated on the investment confirmation

·        Substitution of securities is only allowed when the original securities pledged lose their market value and fall below the required 102% of the original Investment.  The substitute securities must be perfected before the original is removed.

·        The financial institution must notify the Director of Finance immediately of any deficiency in the pledged securities.  A confirmation must be reissued by the financial institution with the new CUSIP # for substituted securities pledged.

            e) Portfolio Diversification

               It is the policy of the Town to diversify its investment portfolios.  To eliminate risk of loss resulting from the over-concentration of assets in a specific maturity, issuer, or class of securities, all cash and cash equivalent assets in all Town funds shall be diversified by maturity, issuer, and class of security.  Portfolio maturities shall be staggered to avoid undue concentration of assets in a specific maturity sector.  Maturities selected shall provide for stability of income and reasonable liquidity.

f) Maturity Scheduling

               To the extent possible, the Town shall attempt to match its investments with anticipated cash flow requirements.  Unless matched to a specific cash flow, the Town will not directly invest in securities maturing more than five (5) years from the date of purchase. The Town shall adopt weighted average maturity limitations consistent with investment objectives.

              

Because of inherent difficulties in accurately forecasting cash flow requirements, a portion of the portfolio should be continuously invested in readily available funds such as local government investment pools, money market funds, savings accounts or overnight repurchase agreements to ensure that appropriate liquidity is maintained to meet ongoing obligations.

 

Section 4:       Selection Criteria

a) Financial Institutions & Broker Dealers

All financial institutions and broker/dealers who desire to become qualified for investment transactions must supply the following as appropriate:

·        Audited financial statements demonstrating compliance with State and federal capital adequacy guidelines;

·        Proof of National Association of Securities Dealers (NASD) certification (not applicable to Certificate of Deposit counterparties); 

·        Proof of State registration;

·        Certification of having read and understood and agreeing to comply with the Town’s investment policy; and,

·        Evidence of adequate insurance coverage.

 

An annual review of the financial condition and registration of all qualified financial institutions and broker/dealers will be conducted by the Director of Finance. Only approved financial institutions and broker/dealers will be used by the Town.  All broker/dealers must be regulated by the Securities and Exchange Commission and be members in good standing of the National Association of Securities Dealers.

b) Selection and Analysis

The Director of Finance is responsible for evaluating each investment that the Town is considering for purchase, and will qualify, and approve such investments in advance of investing funds. The Director of Finance shall maintain a listing of all institutions and broker/dealers whose securities are authorized for purchase by the Town. 

 

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Analysis of credit worthiness of financial institutions will be completed by the Director of Finance in one of two ways.  A nationally recognized rating service will be utilized for those institutions providing data to the service.  Alternatively, the Director of Finance will analyze quarterly, semi-annual and/or annual financial statements provided by institutions not covered by the rating service.  At a minimum, the Director of Finance will conduct a semi-annual review of each firm to determine whether it should remain on the qualified list.  Analysis of the institutions will include the following factors:

 

                              1.            Capital adequacy;

                              2.            Asset quality;

                              3.            Management competence;

                              4.            Earnings ability;

                              5.            Liquidity risk; and,

                              6.            Sensitivity to market risk.

 

Only those institutions meeting or exceeding the criteria may be included in the list. 

 

Section 5:       Approval of Investment Policy

 

The investment policy shall be formally approved and adopted by the Town Council and reviewed annually.

 

NB 13- Request for Award of Gasoline & Diesel Fuel Contract                   

 

A motion by Mr. Seveney, seconded by Mr. Hamilton, to approve the award of a Gasoline &

            Diesel Fuel Contract for 1/1/09 to 12/31/09 to Dennis K. Burke.  All voted in favor of the       motion.

           

NB 14- Request for Rate Increase for Ambulance Services  

 

A motion by Mr. Little, seconded by Mr. Plumb, to approve the rate increase effective 2/1/09. 

            All voted in favor of the motion.

 

NB 15- Tax Vouchers #20090112 01 – 20090112 19 and Tax Vouchers #20090112 01A –                          20090112 04 A

 

A motion by Mr. Seveney, seconded by Mr. Hamilton, to approve Tax Vouchers #20090112 01

            – 20090112 19 and Tax Vouchers #20090112 01A – 20090112 04 A.  All voted in favor    of the motion.

 

CORRESPONDENCE

 

1.   Abutter Notification: Special Use Permit to use as a temporary staging area/depot in support            of work being done on the Mt. Hope Bridge/J.Nott

2.   Pension Fund Actuarial Valuation/D.P.Faucher

3.   FYI/Revised Speed Limit East Main Road, Turnpike Avenue to Boyd’s Lane/RI State Traffic             Commission/R.Rocchio

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4.   FYI/Town of Portsmouth audited financial report and management letter, extension granted             to January 30, 2009/ Office of the Auditor General/E.A.Almonte

5.   Proposed Rate Increase/City of Newport Utilities Dept./Water Division/ J.A.Keough

6.   Procedural Schedule for City of Newport Water Division Rate Filing/Public Utilities             Commission/L.Massaro

7.   Thank you for 2008 Post Prom Party Support/2008 PHS Post Prom Committee

 

A motion by Mr. Little, seconded by Mr. Seveney, to receive and place on file.  All voted in             favor of the motion.

 

FUTURE MEETINGS

 

            Jan. 21   7:00 p.m. – Town Council & School Committee on FY 09 and FY 10 Budget

                                                  Status, Priorities & Issues

            Jan.  26 – 7:00 p.m. – Town Council Meeting

            Feb.  9  7:00 p.m. – Town Council Meeting

 

EXECUTIVE SESSION – None.

                       

A motion by Mr. Little, seconded by Mr. Seveney, to adjourn.  All voted in favor of the motion.

 

ADJOURN

 

TIME:  8:45 p.m.

 

 

_________________________________

Joanne M. Mower

Deputy Town Clerk