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Meeting Agenda
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I. Meeting called to order
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I.A. Roll call
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I.B. Declaration of a quorum
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I.C. Adoption of the Agenda
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I.D. Introduction of guests
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II. Board of Directors vote to accept, reject or amend the August 24, 2024 OLAP Board of Directors' Special meeting minutes
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III. Reports
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III.A. President's Report
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III.A.1. Receive the audit report and review and vote to accept or reject OLAP Audited Financial Statements as of June 30, 2024.
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III.A.2. Review and approve the Audit and Tax Engagement Letter from Eide Bailly LLP for the Fiscal Year June 30, 2025 for the Oklahoma Liquid Asset Pool
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III.B. Investment Advisor's Report
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III.C. Fixed Income Investment Program Report
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III.D. Administration Report
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III.E. Marketing Agent's Report
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III.F. Custodian Report
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IV. Annual review and renewal of Interlocal contractual agreements
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IV.A. Board review and consider vote to renew the following agreements for the fiscal year July 1, 2024 - June 30, 2025:
1. Consulting Agreement - CCOSA, OROS, OASBO, OSSBA 2. Administrator Agreement - PMA Financial Network 3. Investment Advisory Agreement - PMA Asset Management 4. Marketing Agreement - PMA Asset Management 5. Bank Custody Agreement - US Bank 6. Fixed Income Investment Agreement - PMA Financial Network |
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V. Board Nominations
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VI. Announcements
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VII. Vote to Adjourn
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Agenda Item Details
Reload Your Meeting
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| Meeting: | October 2, 2024 at 1:00 PM - Board of Directors' Regular Meeting | |
| Subject: |
Meeting called to order
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|
| Subject: |
Roll call
|
|
| Subject: |
Declaration of a quorum
|
|
| Subject: |
Adoption of the Agenda
|
|
| Subject: |
Introduction of guests
|
|
| Subject: |
Board of Directors vote to accept, reject or amend the August 24, 2024 OLAP Board of Directors' Special meeting minutes
|
|
| Subject: |
Reports
|
|
| Subject: |
President's Report
|
|
| Subject: |
Receive the audit report and review and vote to accept or reject OLAP Audited Financial Statements as of June 30, 2024.
|
|
| Subject: |
Review and approve the Audit and Tax Engagement Letter from Eide Bailly LLP for the Fiscal Year June 30, 2025 for the Oklahoma Liquid Asset Pool
|
|
| Subject: |
Investment Advisor's Report
|
|
| Subject: |
Fixed Income Investment Program Report
|
|
| Subject: |
Administration Report
|
|
| Subject: |
Marketing Agent's Report
|
|
| Subject: |
Custodian Report
|
|
| Subject: |
Annual review and renewal of Interlocal contractual agreements
|
|
| Subject: |
Board review and consider vote to renew the following agreements for the fiscal year July 1, 2024 - June 30, 2025:
1. Consulting Agreement - CCOSA, OROS, OASBO, OSSBA 2. Administrator Agreement - PMA Financial Network 3. Investment Advisory Agreement - PMA Asset Management 4. Marketing Agreement - PMA Asset Management 5. Bank Custody Agreement - US Bank 6. Fixed Income Investment Agreement - PMA Financial Network |
|
| Subject: |
Board Nominations
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|
| Subject: |
Announcements
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|
| Subject: |
Vote to Adjourn
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