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55B - RESO INVESTMENT POLICY
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55B - RESO INVESTMENT POLICY
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Last modified
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 4 <br />CALIFORNIA MUNICIPAL TREASURERS ASSOCIATION <br />Serving California Since 19S9 <br />September 11, 2018 <br />City of Santa Ana <br />C/o Rosie Perez <br />20 Civic Center Plaza <br />Santa Ana, CA 92701 <br />Dear Rosie, <br />Congratulations on your successful completion of the California Municipal Treasurers Association's <br />Investment Policy Certification program. <br />Your Policy was reviewed by a team of three reviewers from the Investment Policy Certification <br />committee. The Policy received a passing score of 85 or higher based on CMTA's criteria for Investment <br />Policies. <br />The certificate is enclosed and on behalf of the California Municipal Treasurers Association, I wish to <br />personally thank you for supporting CMTA. <br />Don't forget next year's CMTA conference will be held at the Sheraton San Diego Hotel & Marina on April <br />17-19, 2019. 1 am personally looking forward to seeing you there. <br />Sincerely, <br />X�L"'K <br />Shaun L. Farrell <br />Investment -Policy Certification Chairperson ---------- -- -- _— - <br />CMTA 1 700 R Street, Suite 200 1 Sacramento, CA 95811 1 www.cmta.org I Telephone: 916-231-2144 1 Fax: 916-231-2141 <br />55B-65 <br />
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