1-1     By:  Walker (Senate Sponsor - Staples)                 H.B. No. 675
 1-2           (In the Senate - Received from the House March 26, 2001;
 1-3     March 27, 2001, read first time and referred to Committee on
 1-4     Natural Resources; April 23, 2001, reported adversely, with
 1-5     favorable Committee Substitute by the following vote:  Yeas 5, Nays
 1-6     0; April 23, 2001, sent to printer.)
 1-7     COMMITTEE SUBSTITUTE FOR H.B. No. 675                  By:  Bernsen
 1-8                            A BILL TO BE ENTITLED
 1-9                                   AN ACT
1-10     relating to the selection and training of certain officers of
1-11     certain water districts.
1-12           BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS:
1-13           SECTION 1.  Subchapter E, Chapter 36, Water Code, is amended
1-14     by adding Section 36.1561 to read as follows:
1-15           Sec. 36.1561.  INVESTMENT OFFICER.  (a)  Notwithstanding
1-16     Section 2256.005(f), Government Code, the board may contract with a
1-17     person to act as investment officer of the district.
1-18           (b)  The investment officer of a district shall:
1-19                 (1)  not later than the first anniversary of the date
1-20     the officer takes office or assumes the officer's duties, attend a
1-21     training session of at least six hours of instruction relating to
1-22     investment responsibilities under Chapter 2256, Government Code;
1-23     and
1-24                 (2)  attend at least four hours of additional
1-25     investment training within each two-year period after the first
1-26     year.
1-27           (c)  Training under this section must be from an independent
1-28     source approved by:
1-29                 (1)  the board; or
1-30                 (2)  a designated investment committee advising the
1-31     investment officer.
1-32           (d)  Training under this section must include education in
1-33     investment controls, security risks, strategy risks, market risks,
1-34     diversification of investment portfolio, and compliance with
1-35     Chapter 2256, Government Code.
1-36           (e)  During January of each year, each individual,
1-37     association, business, organization, governmental entity, or other
1-38     person that provides training under this section shall report to
1-39     the comptroller a list of the districts for which the person
1-40     provided required training under this section during the previous
1-41     calendar year.  An individual's reporting requirements under this
1-42     subsection are satisfied by a report of the individual's employer
1-43     or the sponsoring or organizing entity of a training program or
1-44     seminar.
1-45           SECTION 2.  Section 49.057(a), Water Code, is amended to read
1-46     as follows:
1-47           (a)  The board shall be responsible for the management of all
1-48     the affairs of the district.  The district shall employ or contract
1-49     with all persons, firms, partnerships, corporations, or other
1-50     entities, public or private, deemed necessary by the board for the
1-51     conduct of the affairs of the district, including, but not limited
1-52     to, engineers, attorneys, financial advisors, operators,
1-53     bookkeepers, tax assessors and collectors, auditors, and
1-54     administrative staff.  [The board may appoint an employee of a
1-55     firm, partnership, corporation, or other entity with which the
1-56     district has contracted to serve as the investment officer of the
1-57     district under Section 2256.007, Government Code.]
1-58           SECTION 3.  Subchapter E, Chapter 49, Water Code, is amended
1-59     by adding Section 49.1571 to read as follows:
1-60           Sec. 49.1571.  INVESTMENT OFFICER.  (a)  Notwithstanding
1-61     Section 2256.005(f), Government Code, the board may contract with a
1-62     person to act as investment officer of the district.
1-63           (b)  The investment officer of a district shall:
1-64                 (1)  not later than the first anniversary of the date
 2-1     the officer takes office or assumes the officer's duties, attend a
 2-2     training session of at least six hours of instruction relating to
 2-3     investment responsibilities under Chapter 2256, Government Code;
 2-4     and
 2-5                 (2)  attend at least four hours of additional
 2-6     investment training within each two-year period after the first
 2-7     year.
 2-8           (c)  Training under this section must be from an independent
 2-9     source approved by:
2-10                 (1)  the board; or
2-11                 (2)  a designated investment committee advising the
2-12     investment officer.
2-13           (d)  Training under this section must include education in
2-14     investment controls, security risks, strategy risks, market risks,
2-15     diversification of investment portfolio, and compliance with
2-16     Chapter 2256, Government Code.
2-17           (e)  During January of each year, each individual,
2-18     association, business, organization, governmental entity, or other
2-19     person that provides training under this section shall report to
2-20     the comptroller a list of the districts for which the person
2-21     provided required training under this section during the previous
2-22     calendar year.  An individual's reporting requirements under this
2-23     subsection are satisfied by a report of the individual's employer
2-24     or the sponsoring or organizing entity of a training program or
2-25     seminar.
2-26           SECTION 4.  Section 2256.008, Government Code, is amended by
2-27     amending Subsection (a) and adding Subsection (e) to read as
2-28     follows:
2-29           (a)  Except as provided by Subsections [Subsection] (b) and
2-30     (e), the treasurer, the chief financial officer if the treasurer is
2-31     not the chief financial officer, and the investment officer of a
2-32     local government shall:
2-33                 (1)  attend at least one training session from an
2-34     independent source approved by the governing body of the local
2-35     government or a designated investment committee advising the
2-36     investment officer as provided for in the investment policy of the
2-37     local government and containing at least 10 hours of instruction
2-38     relating to the treasurer's or officer's responsibilities under
2-39     this subchapter within 12 months after taking office or assuming
2-40     duties; and
2-41                 (2)  except as provided by Subsections [Subsection] (b)
2-42     and (e), attend an investment training session not less than once
2-43     in a two-year period and receive not less than 10 hours of
2-44     instruction relating to investment responsibilities under this
2-45     subchapter from an independent source approved by the governing
2-46     body of the local government or a designated investment committee
2-47     advising the investment officer as provided for in the investment
2-48     policy of the local government.
2-49           (e)  This section does not apply to a district governed by
2-50     Chapter 36 or 49, Water Code.
2-51           SECTION 5.  Section 49.054(d), Water Code, is repealed.
2-52           SECTION 6.  This Act takes effect immediately if it receives
2-53     a vote of two-thirds of all the members elected to each house, as
2-54     provided by Section 39, Article III, Texas Constitution.  If this
2-55     Act does not receive the vote necessary for immediate effect, this
2-56     Act takes effect September 1, 2001.
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