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CITY OF SANTA ANA— Pension/OPEB Analysis & Financing Solutions We have helped cities, water agencies, and specials districts complete hundreds of capital project financings, explained complex fiscal and analytic concepts to elected officials, and gained the trust and respect of numerous councils and boards. More Importantly, all ourwork, findings and recommendations are tailored to our client's financial needs and objectives. I will be the engagement manager and Julio Morales will be the day-to-day contact. H will develop the pension model, perform requested analytics. Between the two of us, we shall be available to attend all meetings and presentations. The two other members listed below, comprise our Pension Tearn, who may assist on various tasks and shall be available to attend meetings or Board Presentation In the event of unforeseen scheduling conflicts. The team will be available to serve the City of Santa Ana and meet with City staff and board as requested. Below arothe biographies end relevant experience of the proposed members of the team for this project, Michael Busch, President & CEO 17821 East 171h Street, Suite 245,t Tustin, CA 92780 (714) 293-61S0 m( eib urba future inc c Michael will have overall responsibility for delivery of all our services to the City, including project oversight and coordination of services to the City. Michael Busch Is the firm owner and serves as the Chief Executive Officer managing day-to-day operations. Prior to joining U FI, Michael served several Southern California public agencies as an Assistant and Deputy City Manager and Chief Financial Officer. He Is a registered financial advisor with over $2 billion In tax-exempt debt transactions for municipalities and local governments over the Inst 12-years. Michael utilizes his experience in the areas of municipal finance and management to assist client agencies with the successful development and implementation of fiscal restructuring, forecasting, capital planning and debt management. Michael earned a Bachelor of Arts Degree from California State Polytechnic University Pomona in Urban and Regional Planning. In addition, he holds a Master of Arts Degree in Public Administration from California State University Long Beach with an emphasis In public finance and public works. Julio F. Morales, Managing Director 17821 East 17th Street, Suite 245, Tustin, CA 92780';,.2c (7141283-9334 office / (626) 298-9583 cell Juliom @urbarrfuturesinc,cum Julio has over twenty-five years of working in the areas of public and corporate finance, city management, municipal budgeting and financial leadership. He served as the City Manager forthe City of Huntington Park; having also served at its Finance Director and Treasurer. In both roles Julio helped Implement changes and improvements that led to the elimination of a $4.0 million (1SYS) structural deficit. He also served as the Finance Director and Treasurer for the City of El Monte, Most recently, Julio worked for the Department of the Treasury's Office of Technical Assistance (OTA), providing financial advice to the Treasurerof Paraguay and helping to streamline and automate their operations. Julio began his career in CFI