OFFICE OF THE GOVERNOR AND ORANGE COUNTY UNITED WAY

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3. Community institutions-including CBOs, employers, churches, schools, etc-will: • Be "trusted messengers" who can inform their clients about how and why they can open starter accounts. • Connect them with financial education opportunities. 4. Bank on Santa Ana Design Team will: • Consist of representatives from City of Santa Ana, Office of the Governor, Orange County United Way, FDIC, and chairs of the workgroups as well as any other key partners designated. • Be responsible for overall coordination of the initiative designed by the Bank on Santa Ana coalition with guidance from the Office of the Governor. • Plan program tasks and timelines for launching, operating and sustaining the initiative. • Be responsible for creating agendas, minutes and maintaining ongoing communication with members. • Review progress towards goals and make recommendations for strategies of success. • Identify resources to expand and sustain the initiative. III. SPECIFIC PARTNER ROLES 1. City of Santa Ana will: • Work collaboratively with remainder of Design Team to build the local coalitions. • Work with United Way to develop the citywide promotional campaign, launch and media strategy and work collaboratively with the Governor's Office. The campaign will draw heavily on pro bono PSA ad placement and creative media partnerships. • Undertake outreach to local community based organizations to join the coalition • Provide input on local financial education opportunities. • Provide input to select the local coordinating organization. • Provide input into materials design, content, and local website. • Help set local numeric goals. • Work collaboratively with all partners to achieve goals. • Explore with partners resources that can support Bank on Santa Ana.