The Oregon Short Term Fund Board
The Oregon Short Term Fund Board is established by statute (ORS 294.885-294.895) with the purpose of advising the Oregon Investment Council and the Oregon State Treasury Investment staff in the management of the Oregon Short Term Fund. The Oregon Short Term Fund board further assists local governments in the development of investment policies concerning funds invested outside of the Oregon Short Term Fund.
The Oregon Short Term Fund Board is comprised of the Oregon State Treasurer or designee, three public members appointed by the Oregon State Treasurer and three local government members appointed by the Governor. Appointed board members serve a four year term without compensation. The Oregon Short Term Fund Investment professionals at the Oregon State Treasury serve as staff to the Board. The Oregon Short Term Fund Board meets regularly and meetings are open to the public.
Ted Wheeler, State Treasurer, serves by position;
Darren Bond, Deputy State Treasurer, designee for Treasurer
Douglas E. Goe (Chair)
Public member appointed by the Treasurer
July 1, 2008 to June 30, 2016
Deanne Woodring
Public member appointed by the Treasurer
July 1, 2006 to June 30, 2014
Pat Clancy
Public member appointed by the Treasurer
November 14, 2011 to February 28, 2014
Laurie Steele
Appointed by the Governor at the recommendation of the Association of Oregon Counties
January 11, 2010 to November 30, 2014
Stewart Taylor
Appointed by the Governor at the recommendation of the League of Oregon Cities
April 10, 2010 to April 9, 2014
Michael Schofield
Appointed by the Governor at the recommendation of the Oregon School Boards Association
February 27, 2013 to May 14, 2016
NOTE: Investment Policies to be reviewed by the OSTF Board need to be submitted to Oregon State Treasury at least six weeks prior to the OSTF Board Meeting.
2012 OSTF Board Meetings
2013 OSTF Board Meetings
Notice of OSTF Board Meeting 4-11-2013.pdf
2007 Meeting Minutes
2006 Meeting Minutes
In addition to overseeing the Oregon Short Term Fund, the Oregon Short Term Fund Board assists local governments in the creation of suitable investment policies. The following links are resources for local governments and their investment advisors.
Account Forms
OSTF Educational Video Library
- Chapter 1 - Benchmarking for Public Fund Investment Guidance and Performance BEST PRACTICES "Safety, Liquidity, and Return" (3/11/2008) By Deanne Woodring, Davidson Fixed Income Management
- Chapter 2 - OSTF A High Level Overview (3/11/2008) By Linda Haglund and Perrin Lim, Office of the State Treasurer
- Chapter 3 – Review of OSTF and discussion of suitability of TLGP and other securities in today’s trying times (3/10/2009) By Perrin Lim and Tom Lofton, Oregon State Treasury
- Chapter 4 – Year in Review & What’s Next, Presented at the OMFOA/OACTFO Spring Conference, March 2010 By Perrin Lim and Tom Lofton - Oregon State Treasury, Douglas Goe – Orrick Herrington & Sutcliffe, LLP and Deanne Woodring, Davidson Fixed Income Management.
Articles of Interest
Local Government Investment Policy
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