HomeMy WebLinkAboutResolution Fort Worth Housing Finance Corporation (FWHFC) FWHFC-2023-03RESOLUTION NO. FWHFC-2023-03
FORT WORTH HOUSING FINANCE CORPORATION
AUTHORIZING THE CORPORATION TO PARTICIPATE IN THE TEXAS
COOPERATIVE LIQUID ASSETS SECURITIES SYSTEM TRUST
WHEREAS, the Public Funds Investment Act, Texas Government Code, Section
2256.001 et seq. (the Act) requires the governing body of each local government in this state to
adopt investment policies in accordance with the terms of the Act; and
WHEREAS, pursuant to the requirements of the Act, the Board of Directors (the
Governing Body) of the Fort Worth Housing Finance Corporation (the Local Government) has
previously reviewed and adopted an investment policy (the Policy) that provides in part that the
funds of the local government will be invested in investments permitted by the Act in order to: (i)
invest only in investments legally permitted under Texas law; (ii) minimize risk by managing
portfolio investments so as to preserve principal and maintain a stable net asset value; (iii) manage
portfolio investments to ensure that cash will be available as required to finance operations; and
(iv) maximize current income to the degree consistent with legality, safety, and liquidity; and
WHEREAS, pursuant to the Policy and the Act, the Local Government has appointed
Reginald Zeno (the Investment Officer) to act as the Treasurer/investment officer of the Local
Government; and
WHEREAS, the Act provides that funds under the control of a Local Government may be
invested through investment pools meeting the standards of Section 2256.016 of the Act; and
WHEREAS, the Local Government has received and reviewed the Information Statement,
dated April 2021 (the Information Statement), of Texas Cooperative Liquid Assets Securities
System Trust (the Program), an investment pool administered by Public Trust Advisors, LLC that
sets forth the information required by Section 2256.016(b) of the Act; and
WHEREAS, the Local Government has determined that the investments proposed to be
acquired by the Program are of a type that are permitted by the Act and are consistent with the
Policy; and
WHEREAS, the Local Government has determined that an investment in the Program will
assist the Local Government in achieving the goals set forth in the Policy and will tend to preclude
imprudent investment activities arising out of investment transactions conducted between the
Local Government and the Program; and
WHEREAS, the Local Government understands that the Program currently operates
through the Ninth Amended and Restated Trust Agreement dated as of February 25, 2021 (the
Trust Agreement), that provides the terms on which the Program will operate and the rights of the
Participants in the Program and sets forth the responsibilities of Public Trust Advisors, LLC as the
administrator of the Program (the Administrator) and of UMB Bank as custodian (the Custodian)
2023-03 - Texas Cooperative Liquid Assets Securities System Tnist
RESOLUTION NO. FWHFC-2023-03
PAGE 2
and that the Program may adopt future agreements that may modify the terms through which the
Program operates.
NOW THEREFORE, BE IT RESOLVED BY THE BOARD OF DIRECTORS OF
THE FORT WORTH HOUSING FINANCE CORPORATION:
1. THAT the form, terms, and provisions of the Trust Agreement, a draft of which was
presented and reviewed at this meeting, providing for the creation of the Program and
for the rights of the Program Participants and the duties and responsibilities of the
Administrator be and the same are hereby approved and adopted; and that the
Investment Officer be and he or she is hereby authorized and directed to execute and
deliver to the Administrator and the Custodian in the name and on behalf of the Local
Government a participation certificate evidencing the agreement of the Local
Government to be bound by the Trust Agreement substantially in the form of the Trust
Agreement reviewed and approved at this meeting, together with such changes therein
as may be approved by the said officer, which may include changes included in a more
recent version of the Trust Agreement, with such approval to be conclusively evidenced
by the execution thereof, and be it further
2. THAT the investment program established by the Trust Agreement is hereby found and
determined to be consistent with the Policy and to preclude imprudent investment
activities arising out of investment transactions conducted between the Local
Government and the Program; and be it further
3. THAT the Governing Body hereby officially finds and determines that the facts and
recitations contained in the preamble of this Resolution are true and correct; and be it
further
4. THAT the Governing Body hereby finds and declares that written notice of the date,
hour, place, and subject of the meeting at which this Resolution was adopted was posted
for the time required by law preceding this meeting and that such meeting was open to
the public as required by law at all times during which this Resolution and the subject
matter thereof were discussed, considered, and formally acted upon all as required by
the Open Meetings Act, Chapter 551, Texas Government Code, as amended, and the
Act; and be it further.
5. THAT the officers of the Local Government, which shall for all purposes of this
resolution include the General Manager and the Assistant General Manager, and each
of them, shall be and each is expressly authorized, empowered, and directed from time -
to -time to do and perform all acts and things and to execute, acknowledge, and deliver
in the name and under the corporate seal and on behalf of the Local Government all
certificates, instruments, and other papers, whether or not herein mentioned, as they
may determine to be necessary or desirable in order to carry out the terms and
provisions of this Resolution and of the Trust Agreement hereby authorized and
approved, such determination to be conclusively evidenced by the performance of such
acts and things and the execution of any such certificate, financing statement,
instrument, or other paper; and be it further
RESOLUTION NO. FWHFC-2023-03
PAGE 3
6. THAT the officers of the Local Government shall be empowered and are duly
authorized to make any amendments, modifications, changes, or to take any other
action deemed reasonably necessary by such officer to effect this resolution, and such
actions shall include but shall not be limited to amending the Trust Agreement or any
required certificate or other document.
7. THAT this Resolution takes effect on the date of its adoption and shall remain in full
force and effect until expressly terminated.
AND IT IS SO RESOLVED.
Adopted February 28, 2023.
FORT WORTH HOUSING FINANCE CORPORATION
By:
Carlos Flores
President
Attest:
Jannette S. Goodall
Corporate Secretary