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Exhibit A URBAN FUTURES I .Financial Solutions August 22, 2019 Kathryn Downs Finance Director Clty of Santa Ana 20 ClAcCenter Plaza Santa Ana, CA 91789 RE: Pension & OPEB Modeling/Analysis & Financial Modeling Services Dear Kathryn, Thank you for reaching out to me conveying an interest in our Pension/OPEB Analysis Services, Urban Futures, Inc. (UFI) Is a full -service financial advisory firm that provide a broad spectrum of services to California cities, water agencies, special districts, schools and non -profits. UFI develops comprehensive solutions and recommendations, tailored to your individual needs. our services Include feasibility analysis, financial alternative analysis, financial forecasts, pension/OPEB modeling, bond financing, reinvestment of bond proceeds, post -sale compliance and arbitrage rebate services. UFI is at the forefront of pension and OPEB Issues In California, We create customized pension models based on CaIPERS actuarial data (amortization bases), which enables agencies to determine the financial impact of different solutions with accuracy. We can integrate the financial cash flows from the Pension/OPEB model Into your financial forecasting model. We befleve our staff has a unique combination of qualifications and experience, which enables us to provide our clients unparalleled finoncial advice and creative financial solutions. We will assist staff With analysis and decision -making relating to the City's pension/OPEB liability. Our goal Is to serve as an extension of staff. The focus of our initial engagement will be on addressing the City's retirement costs, which will be comprised of four integrated and successive phases: 1. Develop a pension/OPEB model. 2. Analyze and recommend financial solutions to help address your pension/OPEB liabilities 3, Facilitate City Council and Committee Review Process 4. Assist the Cityin Implementing and executing the financial solutions f , YSI5&.MODELING 1. CALPE $ UAL pCNStON +OREBANA4 UFI takes a comprehensive perspective of the City's financial position, we will review the City's major financial documents, including the annual Comprehensive Annual Financial Reports (CAFRs), annual budgets, Capital Improvement Plan (CIP), labor agreements (MOUs), and bond, loan and capital lease documents. In developing potential financial solutions and recommendations, we will examine all the City's major long-term financial obligations, including: • UAL + Norma I Costs Urban Futures, Inc. ■ 17a211T^Street, Sulte245 • 7ustln, CA 92790 Telephone: (714) 283.9354 • www.urbanfutureslnc,com 0 Fax; (714)283.9319