Issue details

Treasury Management Policy and Strategy 2019/20

The Council has adopted CIPFA’s Code of Practice on Treasury Management in the Public Services. The Code requires that the Council sets a policy and strategy for the effective operation of the Council’s Treasury Management function during the financial year. This will ensure that cash flow is adequately planned, surplus monies are invested commensurate with the Council’s risk appetite whilst providing adequate portfolio liquidity, and that the borrowing needs of the Council are properly managed to ensure that the Council can meet its capital spending obligations.

This report sets out the following proposed policy and strategy documents:

a) Treasury Management Policy
b) Treasury Management Strategy
c) Minimum Revenue Provision Policy Statement.

Decision type: Non-key

Decision status: For Determination

Wards affected: (All Wards);

Decision due: 12 Feb 2019 by Overview and Scrutiny Committee (Regulatory, Compliance and Corporate Services)

Lead director: Head of Corporate Resources

Contact: Graham Hussey 0151 934 4100 Email: graham.hussey@sefton.gov.uk Tel: 0151 934 4100.

Agenda items

List of background documents to be considered by decision maker

  • Treasury Management Policy and Strategy 2019/20