Meeting Information

The City's Investment Oversight Committee (IOC) meets in-person, quarterly, and on an as-needed basis. For more information, contact staff liaison Emily Jackson at (805) 781-7125 or email at ejackson@slocity.org.

Investment Oversight Commission Agenda Packets

Effective November 14, 2024, IOC Agenda Packets may be accessed from the same location as City Council agendas and various other Advisory Body agendas. This change has been made to further accessibility and transparency by providing one convenient location to view information about upcoming meetings. Please refer to the Public Meeting Agendas page for further information.

Agendas for regular meetings must be posted at least 72 hours in advance of the meeting but are commonly posted one week in advance. (Note: Meeting materials prior to November 2024 may be found in our Archive)

Purpose, Membership and Terms

The IOC reviews investment policy and practice and portfolio performance. The IOC consists of the City Manager, Director of Finance/City Treasurer, Budget Manager, Accounting Manager/Controller, one Council Member, and one member of the public. The City's independent auditor serves as an ex-officio member of the IOC.  The roster of current members, date of appointment, and date of term expiration can be reviewed on the City's Local Appointments List.

How can I express my opinion on an upcoming agenda item?

Public Comment for items within the purview of the Advisory Body can be submitted in the following ways:

During the meeting: Must be present at the meeting location. All interested persons are invited to attend Advisory Body meetings to express their views verbally. To speak at the meeting, provide a speaker slip to the Clerk in advance, up to and including when public comment is opened for the item. Public Comment for items not on the agenda are taken at the beginning of the meeting. Note: Municipal Advocates must disclose themselves as such and identify the party(ies) represented per SLOMC Sec. 2.64.070. 

Written Communication: All interested persons are invited to submit advance written communications to the Advisory Body via email (advisorybodies@slocity.org) to express their opinions on an agenda item, or an item not on the agenda but within the purview of the body. Citizens are encouraged to present written comments (including email) no later than 3-hours in advance of the meeting time/day. This provides the Advisory Body members with a greater opportunity to review and consider issues and/or concerns expressed prior to the meeting. All emails and letters will be archived in the public record (Agenda Correspondence) for the meeting and distributed to Advisory Body members, however, submissions after 3-hours in advance deadline may not be archived/distributed until the following day. Emails and letters will not be read aloud during the meeting.

Verbal Comment (received no later than 3-hours in advance of the meeting time/day): To leave a verbal comment for the Advisory Body in advance of the meeting, call (805) 781-7164 to leave a voicemail. State and spell your name, reference the agenda item number that you are calling about, and leave your comment. Voicemails are limited to 3 minutes. All voicemails will be forwarded to the Advisory Body members and saved as Agenda Correspondence. Voicemails will not be played during the meeting.

Video Comment (received no later than 3-hours in advance of the meeting time/day): Limited to 3 minutes, email your mp4 video to advisorybodies@slocity.org or drop off a USB containing the video to the City Clerk’s Office at 990 Palm Street, San Luis Obispo, CA 93401. Videos will be forwarded to the Advisory Body members and saved as Agenda Correspondence. Videos will not be played during the meeting.

If you need assistance, please contact the City Clerk’s office at cityclerk@slocity.org or (805) 781-7114.

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