19-7.002 : Investment Policy Statements - Florida Administrative Rules, Law, Code, Register

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Rule Title: Investment Policy Statements
Department:	STATE BOARD OF ADMINISTRATION	Add to MyFLRules Favorites
Division:	Departmental
Chapter:	RULES AND REGULATIONS GOVERNING THE ADMINISTRATION OF THE LOCAL GOVERNMENT SURPLUS FUNDS TRUST FUND

Latest version of the final adopted rule presented in Florida Administrative Code (FAC):

	Effective Date:	4/8/2020
	History Notes:	Rulemaking Authority 218.405(4), 218.412, 218.421(1) FS. Law Implemented 218.405(1), (2), (3), (4), 218.409(2), (9), 218.415(17) FS. History–New 12-13-09, Amended 4-11-12, 1-18-14, 11-20-14, 2-18-16, 2-9-17, 2-12-18, 2-19-19, 4-8-20.
	References in this version:	Ref-11600 Investment Policy Statement Local Gov't Surplus Funds Trust Fund- Effective July 25, 2019

History of this Rule since Jan. 6, 2006

Section	Description	ID	Publish Date

Final 19-7.002	Investment Policy Statements	23071952	Effective: 04/08/2020
Proposed 19-7.002	To adopt the most recent revised Investment Policy Statement approved and made effective by the Trustees on July 25, 2019 for the Local Government Surplus Funds Trust Fund (Non-Qualified).	22926743	2/14/2020 Vol. 46/31
Development 19-7.002	To adopt the revised Investment Policy Statement for the Local Government Surplus Funds Trust Fund approved and made effective by the Trustees on July 25, 2019.	22636325	11/21/2019 Vol. 45/227
Final 19-7.002	Investment Policy Statements	21472131	Effective: 02/19/2019
Proposed 19-7.002	To adopt the most recent revised Investment Policy Statement approved by the Trustees approved and made effective by the Trustees on June 13, 2018 for the Local Government Surplus Funds Trust Fund (Non-Qualified).	21280556	12/20/2018 Vol. 44/246
Development 19-7.002	To adopt the revised Investment Policy Statement for the Local Government Surplus Funds Trust Fund approved and made effective by the Trustees on June 13, 2018	21135929	11/8/2018 Vol. 44/219
Final 19-7.002	Investment Policy Guidelines	20005200	Effective: 02/12/2018
Correction 19-7.002	Investment Policy Guidelines	19726325	11/9/2017 Vol. 43/218
Proposed 19-7.002	To adopt the most recent revised Investment Policy Statement approved by the Trustees approved and made effective by the Trustees on June 14, 2017 for the Local Government Surplus Funds Trust Fund (Non-Qualified).	19580049	10/27/2017 Vol. 43/209
Development 19-7.002	To adopt the revised Investment Policy Statement for the Local Government Surplus Funds Trust Fund approved and made effective by the Trustees on June 14, 2017.	19356852	8/30/2017 Vol. 43/169
Final 19-7.002	Investment Policy Guidelines	18528957	Effective: 02/09/2017
Proposed 19-7.002	To adopt the most recent revised Investment Policy Statement approved by the Trustees approved and made effective by the Trustees on August 2, 2016 for the Local Government Surplus Funds Trust Fund (Non-Qualified).	18347470	12/7/2016 Vol. 42/236
Development 19-7.002	To adopt the revised Investment Policy Statement for the Local Government Surplus Funds Trust Fund approved and made effective by the Trustees on August 2, 2016.	17944435	8/30/2016 Vol. 42/169
Final 19-7.002	Investment Policy Guidelines	17110332	Effective: 02/18/2016
Proposed 19-7.002	To adopt the most recent revised Investment Policy Statement approved by the Trustees effective July 1, 2015 for the Local Government Surplus Funds Trust Fund (Non-Qualified). To remove the reference to the Investment Policy ....	16703223	11/2/2015 Vol. 41/213
Public Meeting 19-7.002	This is a meeting of the Trustees of the State Board of Administration to authorize the State Board of Administration to file a Notice of Proposed .... September 29, 2015, 9:00 a.m. (ET) to conclusion of the meet.... Cabinet Meeting Room, Lower Level, The Capitol, Tallahassee, ....	16524452	9/24/2015 Vol. 41/186
Development 19-7.002	To adopt the revised Investment Policy Statement for the Local Government Surplus Funds Trust Fund approved by the Trustees on June 23, 2015 and effective July 1, 2015. The amendments also delete the reference to the Investment ....	16433660	9/3/2015 Vol. 41/172
Final 19-7.002	Investment Policy Guidelines	15239784	Effective: 11/20/2014
Proposed 19-7.002	To adopt the most recent revised Investment Policy Statements approved by the Trustees effective July 1, 2014 for the Local Government Surplus Funds Trust Fund (Non-Qualified) and the Fund B Surplus Funds Trust Fund (Non-Qualified).....	14959551	8/27/2014 Vol. 40/167
Development 19-7.002	To adopt the most recent revised Investment Policy Statements approved by the Trustees effective July 1, 2014 for the Local Government Surplus Funds Trust Fund (Non-Qualified) and the Fund B Surplus Funds Trust Fund (Non-Qualified).....	14816476	7/18/2014 Vol. 40/139
Final 19-7.002	Investment Policy Guidelines	14056287	Effective: 01/28/2014
Proposed 19-7.002	To adopt the most recent revised Investment Policy Statements approved by the Trustees effective July 1, 2013 for the Local Government Surplus Funds Trust Fund (Non-Qualified) and the Fund B Surplus Funds Trust Fund (Non-Qualified).....	13858019	11/26/2013 Vol. 39/230
Public Meeting 19-7.002 ......	The Trustees of the State Board of Administration of Florida will be asked for permission to file a Notice of Proposed Rulemaking to amend or .... November 19, 2013, 9:00 a.m. (ET) – conclusion of the meeting .... Cabinet Meeting Room, Lower Level, The Capitol, Tallahassee, ....	13807482	11/12/2013 Vol. 39/220
Public Meeting 19-7.002 ......	The Trustees of the State Board of Administration of Florida will be asked for permission to file a Notice of Proposed Rulemaking to amend or .... November 5, 2013, 9:00 a.m. (ET) – conclusion of the meeting Cabinet Meeting Room, Lower Level, The Capitol, Tallahassee, ....	13728330	10/28/2013 Vol. 39/210
Development 19-7.002	To adopt the most recent revised Investment Policy Statements approved by the Trustees effective July 1, 2013 for the Local Government Surplus Funds Trust Fund (Non-Qualified) and the Fund B Surplus Funds Trust Fund (Non-Qualified).....	13527540	9/16/2013 Vol. 39/180
Final 19-7.002	Investment Policy Guidelines	11341451	Effective: 04/11/2012
Proposed 19-7.002	The State Board of Administration seeks to amend the rule listed above to adopt the revised Investment Policy Statements for the Local Government Surplus Funds Trust Fund and the Fund B Surplus Funds Trust Fund, to state ....	11020284	2/10/2012 Vol. 38/06
Public Meeting 19-7.001 ......	The Trustees of the State Board of Administration will be asked for permission to file a Notice of Proposed Rule to repeal Rule 19-7.001, F.A.C., .... Wednesday, January 18, 2012, 9:00 a.m. – until conclusion Cabinet Meeting Room, Lower Level, The Capitol, Monroe Street ....	10866248	1/6/2012 Vol. 38/01
Development 19-7.002	To adopt the revised Investment Policy Statements approved by the Trustees effective July 1, 2011 for the Local Government Surplus Funds Trust Fund (Non-Qualified) and the Fund B Surplus Funds Trust Fund (Non-Qualified). ....	10599304	11/4/2011 Vol. 37/44
Development 19-7.002	To adopt the revised Investment Policy Statements approved by the Trustees effective July 1, 2010 for the Local Government Surplus Funds Trust Fund (Non-Qualified) and the Fund B Surplus Funds Trust Fund (Non-Qualified). ....	9403585	11/24/2010 Vol. 36/47
Final 19-7.002	Investment Policy Guidelines	8003390	Effective: 12/13/2009
Public Meeting 19-7.002	The Trustees of the State Board of Administration, on November 17, 2009, will consider the following proposed new rule and will be asked for .... Tuesday, November 17, 2009, 9:00 a.m. – until conclusion Cabinet Meeting Room, Lower Level, The Capitol, Monroe Street ....	7887281	11/6/2009 Vol. 35/44
Proposed 19-7.002	To adopt the revised Investment Policy Guidelines approved by the Trustees on July 28, 2009 and made effective July 1, 2009, reflecting the addition of information as to investment strategies, risks and other changes.	7680186	9/25/2009 Vol. 35/38
Public Meeting 19-7.002	The Trustees of the State Board of Administration, on September 15, 2009, will consider a proposed new rule and will be asked for permission .... Tuesday, September 15, 2009, 9:00 a.m. Cabinet Meeting Room, Lower Level, The Capitol, Monroe Street ....	7593371	9/4/2009 Vol. 35/35
Public Meeting 19-7.002	The Trustees of the State Board of Administration, on July 28, 2009, will consider a proposed new rule and will be asked for permission to file .... Tuesday, July 28, 2009, 9:00 a.m. – until conclusion Cabinet Meeting Room, Lower Level, The Capital, Monroe Street ....	7412757	7/24/2009 Vol. 35/29
Public Meeting 19-7.002	The Trustees of the State Board of Administration, on June 9, 2009, will consider a proposed new rule and will be asked for permission to file .... Tuesday, June 9, 2009, 9:00 a.m. – until conclusion Cabinet Meeting Room, Lower Level, The Capitol, Monroe Street ....	7205274	5/29/2009 Vol. 35/21
Development 19-7.002	To adopt the revised Investment Policy Guidelines approved by the Trustees effective July 1, 2008, reflecting the addition of information as to investment strategies, risks, and other changes.	7052208	4/24/2009 Vol. 35/16

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