Investment officer designation and PFIA training
Copperas Cove Independent School DistrictTexas- Detected
- Oct 29, 2026
- 8 days ago
- Sector
- Administration & Finance
- Est. value
- Free account
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From the meeting
At its October 29, 2026 meeting, the Board of Trustees considered appointing Clifton Heath and Sharon Carter as the district's investment officers. The report said the Public Funds Investment Act (PFIA) requires annual review of the investment policy, approval of PFIA training, a list of qualified brokers, and designation of investment officers. It noted Clifton Heath was currently designated and held a current PFIA certificate.
The item recommended approval, with $240 for PFIA-required training from budgeted funds.
- Meeting date
- October 29, 2026
- Agency
- Copperas Cove Independent School District
Questions about this project
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When will Copperas Cove Independent School District issue an RFP for this project?
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