CouncilTrac · Topic
Audit & finance
Audits, financial reports, investment policy, banking services, and general financial governance.
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Recently on the agenda
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Discussion: Second quarter financial report for FY 2025-2026 budget
Council will review the city's financial performance through the second quarter of the current fiscal year (FY 2025-2026).
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Review the city's 2024–2025 Annual Comprehensive Financial Report
Staff will present the Annual Comprehensive Financial Report (ACFR) for fiscal year 2024–2025, giving the council and public a detailed look at the city's financial condition over the past year.
The ACFR is the city's primary financial accountability document, showing residents how public money was collected and spent.
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Discussion: first-quarter financial report for FY 2025-2026 budget
Staff will present how the city's finances are tracking through the first quarter of fiscal year 2025-2026. Council will discuss the results but take no formal action.
The report shows whether the city is spending and collecting revenue as planned, which affects future budget decisions.
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Year-end financial report for FY 2024-2025 operating budget
Council will review and discuss the year-end financial report summarizing how the city spent its operating budget during fiscal year 2024-2025.
This report shows whether the city stayed within its budget and how taxpayer dollars were ultimately spent last fiscal year.
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Resolution updating authorized representatives for TexPool investments
Council is asked to amend the list of city staff who are officially authorized to conduct transactions through the TexPool investment pool.
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Resolution to adopt the city's investment policy
Council is asked to formally adopt the City of Richardson's Investment Policy, which governs how the city manages and invests its public funds.
All matters with this topic
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Discussion: Second quarter financial report for FY 2025-2026 budget
Council will review the city's financial performance through the second quarter of the current fiscal year (FY 2025-2026).
-
Review the city's 2024–2025 Annual Comprehensive Financial Report
Staff will present the Annual Comprehensive Financial Report (ACFR) for fiscal year 2024–2025, giving the council and public a detailed look at the city's financial condition over the past year.
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Discussion: first-quarter financial report for FY 2025-2026 budget
Staff will present how the city's finances are tracking through the first quarter of fiscal year 2025-2026. Council will discuss the results but take no formal action.
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Year-end financial report for FY 2024-2025 operating budget
Council will review and discuss the year-end financial report summarizing how the city spent its operating budget during fiscal year 2024-2025.
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Resolution to adopt the city's investment policy
Council is asked to formally adopt the City of Richardson's Investment Policy, which governs how the city manages and invests its public funds.
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Resolution updating authorized representatives for TexPool investments
Council is asked to amend the list of city staff who are officially authorized to conduct transactions through the TexPool investment pool.
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Discussion of the city's investment policy
The Council will review and discuss the city's investment policy, which governs how public funds are managed and invested.
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Discussion: Second quarter financial report for FY 2024-2025 budget
Council will review and discuss how the city's finances are tracking at the midpoint of the current fiscal year operating budget.
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Award bank depository services contract to Bank of America
Staff recommends awarding the city's bank depository services contract to Bank of America through Request for Applications #703-25.
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Discussion of the city's 2023–2024 Annual Comprehensive Financial Report
Council will review and discuss the city's Annual Comprehensive Financial Report (ACFR) for fiscal year 2023–2024, which summarizes the city's financial health and accountability.
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Review first-quarter financial report for FY 2024-2025
Staff will present and discuss how the city's operating budget is performing through the first quarter of fiscal year 2024-2025.
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Year-end financial report for FY 2023-2024 operating budget
Staff will present the year-end financial report showing how the city's FY 2023-2024 operating budget performed through the end of the fiscal year.
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Adopt the City of Richardson Investment Policy
Resolution No. 24-28 would formally adopt the City of Richardson's Investment Policy, which governs how the city manages and invests public funds.
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Bid #13-25: $1,400,696 purchase of Tyler Payments merchant services system
The council would approve a cooperative purchase of the Tyler Payments Merchant Services System from Tyler Technologies through Sourcewell Contract #090320-TTI for $1,400,696. This system processes payments made to the city.
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Review second-quarter financial report for FY 2023-2024 operating budget
Council will review and discuss the city's financial performance through the second quarter of the current fiscal year 2023-2024 operating budget.
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Auditor presents the city's Annual Comprehensive Financial Report for fiscal year 2023
The city's independent auditors will present the Annual Comprehensive Financial Report (ACFR) covering the fiscal year that ended September 30, 2023. Council will review and discuss the findings.
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Review of first-quarter financial report for FY 2023-2024
Staff will present and discuss the city's financial results for the first quarter of fiscal year 2023-2024, covering how revenues and expenditures are tracking against the adopted budget.
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Discussion: planned sale of Series 2024 debt obligations
The council will review and discuss the city's plan to issue Series 2024 debt obligations. No vote is taken at this stage; it is a briefing and discussion only.
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Year-end FY 2022-2023 financial report and FY 2024-2025 budget calendar
The council will review how the city's finances finished at the end of fiscal year 2022-2023 and look at the upcoming schedule for developing the FY 2024-2025 budget.
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Adopt the city's updated investment policy
Resolution No. 23-38 would formally adopt the City of Richardson's Investment Policy, which governs how the city manages and invests public funds.
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Update authorized representatives for TexPool investments
Resolution No. 23-39 would amend the list of city staff designated as authorized representatives for the city's TexPool investment accounts.
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City investment policy reviewed and discussed
The council will review and discuss the city's investment policy, which governs how the city manages and invests public funds.
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Review of the 2021-2022 Annual Comprehensive Financial Report
Council will review and discuss the city's Annual Comprehensive Financial Report (ACFR) covering fiscal year 2021-2022, which summarizes the city's overall financial condition.
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Review second-quarter financial report for FY 2022-2023 budget
The council reviews and discusses the city's financial performance at the halfway point of the fiscal year 2022-2023 operating budget.
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Review the first-quarter financial report for the FY 2022-2023 operating budget
Council will review and discuss how the city's finances tracked against the operating budget during the first quarter of fiscal year 2022-2023.
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Review FY 2021-2022 year-end financial report
The council will review and discuss the year-end financial report for the FY 2021-2022 operating budget, summarizing how city revenues and expenditures compared to what was planned.
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Resolution No. 22-25: update authorized representatives for TexPool investments
This resolution amends the list of city employees authorized to manage the city's TexPool investment account.
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Resolution No. 22-26: adopt updated City of Richardson Investment Policy
The council is asked to formally adopt the City of Richardson's updated Investment Policy.
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Second quarter financial report for FY 2021-2022 operating budget
Council will review and discuss the city's financial performance through the second quarter of the current fiscal year 2021-2022 operating budget.
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First quarter financial report for FY 2021-2022 operating budget
Council will review and discuss how city revenues and expenditures compare to the approved budget through the first quarter of fiscal year 2021-2022.
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Year-end financial report for FY 2020-2021 operating budget reviewed
Staff will present the year-end financial report summarizing how the city's operating budget performed in fiscal year 2020–2021.
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Adopt the city's updated investment policy
Resolution No. 21-30 would formally adopt the City of Richardson's investment policy, which governs how the city manages and invests public funds.
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Council reviews the city's investment policy
The council will review and discuss the city's policy governing how public funds are invested.
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Adopt amended financial policies
Resolution No. 21-18 would adopt updated financial policies that guide how the city manages its finances.
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Update authorized representatives for TexPool investment account
The city would amend the list of city staff members authorized to manage its TexPool investment account.
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Second quarter FY 2020-2021 financial report discussion
The council will review and discuss the second quarter financial report for the fiscal year 2020-2021 operating budget.
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First quarter financial report for FY 2020-2021 operating budget
Council will review and discuss the city's financial performance for the first quarter of the fiscal year 2020-2021 operating budget.
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Update authorized representatives for TexPool city investments
Council will adopt Resolution No. 20-19 to amend the list of city employees authorized to manage Richardson's investments through the TexPool investment pool.
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Award RFP for bank depository services to Bank of America
The council is asked to award RFP #702-20 to Bank of America for bank depository services at unit pricing.
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Adopt the city's updated investment policy
Resolution No. 20-05 formally adopts the City of Richardson's investment policy and confirms that the council has reviewed both the policy and the city's investment strategies, recording any changes.
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Discussion on bank depository request for proposals
The council will review and discuss a request for proposals (RFP) for the city's bank depository services.