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55B - RESO INVESTMENT POLICY
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55B - RESO INVESTMENT POLICY
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6/13/2019 4:56:04 PM
Creation date
6/13/2019 4:54:41 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
55B
Date
6/18/2019
Destruction Year
2024
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EXHIBIT 3 <br />o <br />00 <br />ASSOCIATION OF PUBLIC TREASURERS <br />UNITED STATES & CANADA <br />PO Box 591 •Tawas City, MI 48764 <br />Telephone: 9 89.820.5 205 <br />www.aptusc.Org <br />September 21, 2018 <br />Rosie Perez <br />Treasury Services Specialist <br />20 Civic Center Plaza <br />Santa Ana, CA 92702 <br />Dear Ms. Perez: <br />The Association of Public Treasurers of the United States & Canada is pleased to present the <br />City of Santa Ana with the Association's Investment Policy Certificate of Excellence Award. The <br />members of the Association's Investment Policy Certification Committee congratulate your <br />government for its success in developing a comprehensive written investment policy that meets <br />the criteria set forth by the Association's Investment Policy Certificate Committee. <br />A team of reviewers from the Investment Policy Certification Committee reviewed your <br />Investment Policy and approved your entity's policy for the Certificate of Excellence Award. <br />You are cordially invited to attend the APT US & C annual conference to receive your award. <br />Plaques are presented by the President of the Association and the Chairperson of the <br />committee. This year, the 54th Annual Conference will be in Oklahoma City, Oklahoma from <br />July 14th through July 17th, 2019. We hope you will be able to attend. If not, we will get your <br />plaque to you after the conference. <br />Once again, Congratulations on creating an excellent investment policy and attaining this <br />award. <br />Sincerely, <br />Roger Wisecup, CPA, CPFA, ACPFIM <br />Investment Policy Certification Committee Chairperson <br />55B-63 <br />
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