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Authorized Depository InstitutionsCity of Dubuque City Council CONSENT ITEMS # 5. Copyrighted November 3, 2025 ITEM TITLE: Authorized Depository Institutions SUMMARY: City Manager recommending City Council approval of a resolution that increases the depository limit of banks to $80 million and $60 million to correspond with current certificate of deposit activity and bank balances, and updates Dubuque Bank and Trust (DB&T) UMB Bank, n.a. due to the bank merger. Additionally Vibrant bank has been removed, and Hometown Bank has been updated to Bank First with a maximum balance of $1 million. RESOLUTION Naming Depository Institutions And Setting Limits For Deposits SUGGUESTED Receive and File; Adopt Resolution(s) DISPOSITION: ATTACHMENTS: 1. MVM Memo 2. Staff Memo Authorized Depository Institutions Nov 2025 3. Resolution Page 77 of 525 THE CITY OF DUB E Masterpiece on the Mississippi TO: The Honorable Mayor and City Council Members FROM: Michael C. Van Milligen, City Manager SUBJECT: Authorized Depository Institutions DATE: October 27, 2025 Dubuque AI -America City II 2007 • 2012 •2013 Chief Financial Officer Jennifer Larson requests City Council approval of a resolution that increases the depository limit of banks to $80 million and $60 million to correspond with current certificate of deposit activity and bank balances, and updates Dubuque Bank and Trust (DB&T) UMB Bank, n.a. due to the bank merger. Additionally Vibrant bank has been removed, and Hometown Bank has been updated to Bank First with a maximum balance of $1 million. The Bank First account is for ambulance activity and will be closed in the coming months as this activity has moved to UMB Bank, n.a. I concur with the recommendation and respectfully request Mayor and City Council approval. — L/�—Z'V—W— "An�' Michael C. Van Millige�hn MCVM: bd/sv Attachment cc: Crenna Brumwell, City Attorney Cori Burbach, Assistant City Manager Jennifer Larson, Chief Financial Officer Brian DeMoss, Finance Manager Page 78 of 525 THE CITY OF DUB E Masterpiece on the Mississippi TO: Michael C. Van Milligen, City Manager FROM: Jennifer Larson, Chief Financial Officer SUBJECT: Authorized Depository Institutions DATE: October 27, 2025 INTRODUCTION Dubuque AI -America City II 2007 • 2012 •2013 Chapter 12C.2 of the Code of Iowa states that a public entity shall enter into the minutes of its governing body by resolution or written statement, the name of each financial institution eligible for the deposit of public funds and the maximum amount authorized for deposit therein. This procedure is required if a financial institution changes its name or home office location, if the maximum balance is changed, or if a financial institution is added or deleted. DISCUSSION The attached depository resolution increases bank limits to $80 million and $60 million to correspond with current certificate of deposit activity and bank balances. Updates Dubuque Bank and Trust (DB&T) updates to UMB Bank, n.a. due to the bank merger. Additionally Vibrant bank has been removed, and Hometown Bank has been updated to Bank First with a maximum balance of $1 million. The Bank First account is for ambulance activity and will be closed in the coming months as this activity has moved to UMB. ACTION The action step is for the City Council to adopt the attached resolution approving an increase to the limits to $80 million and $60 million. JML Enclosures Page 79 of 525 Prepared by Crenna Brumwell, City Attorney, 300 Main Street Suite 330 Dubuque IA 52001 (563)589-4381 Return to Adrienne N. Breitfelder City Clerk City of Dubuque, 50 W. 13th St. Dubuque, IA 52001 (563)589-4100 RESOLUTION NO. 350-25 RESOLUTION NAMING DEPOSITORY INSTITUTIONS AND SETTING LIMITS FOR DEPOSITS WHEREAS, Iowa Code Chapter 12C.2 states that approval of a financial institution as a depository shall be by written resolution or order which shall be entered into the record in the minutes of the approving board, and which shall distinctly name each depository approved, and specify the maximum amount which may be kept on deposit in each depository; and WHEREAS, this procedure is required if a financial institution changes its name or home office location, if the maximum amount is changed, or if a financial institution is added or deleted. NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF DUBUQUE, IOWA: The following financial institutions are approved to be depository institutions up to the listed amounts for the City of Dubuque, Iowa in conformance with all applicable provisions of Chapter 12C of the Iowa Code and the City Treasurer is hereby authorized to deposit City of Dubuque funds at each institution up to the maximum amount approved for each. Depository Name Home Office Location Maximum Balance DuTrac Community Credit Union Dubuque, Iowa $80,000,000 Iowa Public Agency Investment Trust West Des Moines, Iowa $80,000,000 MidWestOne Bank Iowa City, Iowa $80,000,000 UMB Bank, n.a. Kansas City, Missouri $80,000,000 Capra Bank Dubuque, Iowa $60,000,000 Collins Community Credit Union Cedar Rapids, Iowa $60,000,000 Du aco Community Credit Union Dubuque, Iowa $60,000,000 Fidelity Bank & Trust Dyersville, Iowa $60,000,000 Green State Credit Union North Liberty, Iowa $60,000,000 Premier Bank Dubuque, Iowa $60,000,000 U.S. Bank Minneapolis, Minnesota $60,000,000 Bank First Fond du Lac, Wisconsin $1,000,000 Passed, adopted and approved this 3rd day of November 2025. C�-- Z� �- Brad M. nagh, Mayor Attest: Adrienne N. Breitfelder, City Clerk