7 • FINANCESienna Plantation Municipal Utility District #1 (Fort Bend County)

Annual review of financial and administrative matters, including: a. annual review of Investment Policy and adopt Resolution Regarding Annual Review of Investment Policy; b. Resolution Establishing the Authorized Depository Institutions and Adopting List

Presented in: Sienna Plantation MUD #1 Board Meeting - 2024-09-26 on 2024-09-26

Official Roll-Call Vote

Expands Gov't • 5.0/10 Impact Weight

PASSED (5 - 0)

“Motion to approve Annual review of financial and administrative matters, including: a. annual review of Investment Policy and adopt Resolution Regarding Annual Review of Investment Policy; b. Resolution Establishing the Authorized Depository Institutions and Adopting List ”

Carl Bowles

Director (Place 1)

YES

James Condrey

Director (Place 2)

YES

Kelly D. Shipley

Director (Place 3)

YES

James Feuerbach

Director (Place 4)

YES

Robbie Bates

Director (Place 5)

YES

Staff Report & Agenda Item Details

Annual review of financial and administrative matters, including: a. annual review of Investment Policy and adopt Resolution Regarding Annual Review of Investment Policy; b. Resolution Establishing the Authorized Depository Institutions and Adopting List of Qualified Broker/Dealers with Whom the District May Engage in Investment Transactions; c. annual report on Post-Issuance Compliance Policy; and d. annual report on Records Management Policy.

Bastiat Liberty & Property Rights Analysis

This motion is scored as EXPANDS_GOVERNMENT (Impact Weight: 5.0/10). Under the Bastiat Liberty Watchdog Index, measures that increase tax rates or fee schedules, issue new debt or Certificates of Obligation, expand regulatory/zoning restrictions on private land use, or authorize unbudgeted spending expansions reduce an official's Freedom Score when voted YES (and reward dissenting NO votes).