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CITY OF SANTA ANA— Pension/OPEB Analysis & Financing Solutions public and corporate finance as a financial advisor at PFM, an Investment banker with Bank of America, derivative/ investment providerfor Transamerica, and debt manager for the City of Oakland. Julio earned his undergraduate degree from the University of Michigan, a Master of Public Policy (MPP) from the Harvard Kennedy School of Government, and an MBA from UCLA, where he was a Dean's Fellowship Recipient. James P. Morris, Managing Director 17821 East 1711 Street, Suite 245, Tustin, CA 92780 (909) 648.3176; m rAqnfAWLesine.c 9m Jim will have primary responsibility for the performance of our Public Management Group team, ensuring comprehensive data collection, thorough analytics, and actionable recommendations. He has overtwenty years of experience working in the fields of financial analysis, m unicippl law and public agency governance. Jim utilizes his diverse background and expertise In local government to assist cities and special districts in the areas of long-term forecasting, fiscal stabilization and financial sustainability planning. His recent engagements Include preparing fiscal forecasts for Pomona, Beaumont and various municipal utilities, conducting program evaluation services in Pasadena, and developing specialized fiscal models for utilities in Azusa, Needles and Pomona, Jim began his professional career as a public law attorney with Best Best & Krieger LLP, where he served as General Counsel for Western Municipal Water District and Victor Valley Wastewater Reclamation Authority. Jim is a graduate of Dartmouth College, and received both hisJuris Doctorate and Master's In Urban Planningfrom UCLA, Tim Frydendall, Analyst 17821 East 17rh Street, Suite 245, Tustin, CA 92780 (714)293-3586 tlmoth ur n r Tim will assist Julio and Jim on quantitative analytics, research, preparing presentation material, and additional administrative needs throughout the project. Tim has two years of experience working in public accounting as an auditor at Vasquez & Co. LLP. His recent engagements at UFI include financial analysis and administrative duties for charter schools located In California, Arizona, Louisiana, Nevada, and New York. He has also participated in compliance reporting for UF1's municipal, charter school and water agency clients. Tim attended Loyola University, Chicago and received a bachelor's degree In Accounting from California State University, Long Beach. aiii;ENT PENIe7N fiPf6A6liN1l!lfItTS We encourage you to contact any of our recent pension and financial modeling clients listed below to discuss their experience and satisfaction with UFI. Included as Exhibit A Is a listing of past and current pension and modeling clients, Below are references for agencies where UFI is In the process of or recently completed financial modeling and forecast services that Involved substantial analysis, evaluation and recommendations, Additionally, we have included references for an agency where UFI is completing an engagement Involving the presentation of strategic alternatives for management of the agency's pension liabilities in alignment with the Its financial objectives, UFI