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URBAN FUTURES, INC. (2)
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URBAN FUTURES, INC. (2)
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Last modified
2/11/2020 8:10:11 AM
Creation date
2/11/2020 8:07:12 AM
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Contracts
Company Name
URBAN FUTURES, INC.
Contract #
N-2019-288
Agency
FINANCE & MANAGEMENT SERVICES
Expiration Date
12/2/2021
Insurance Exp Date
3/11/2020
Destruction Year
0
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IT?QIt�'TFi .'Ilt,Ri}7!ii <br />Supplemental Reports information/tables are to be supplied by UFI: $12S per hour. Not to exceed amount can be provided when <br />No additlanal cost ifame ndmant information/tables are supplled by the City, If amendment <br />Reports Information/tables are to be supplied by UFI: $125 per hour, Not to exceed amount can be provided when <br />Urban Futures, Inc. provides real-time monitoring of all bond ratings. This service is included In each bond's <br />annual fee. Notiilcation to the City of all ratings changes is guaranteed to be made prior to the MSRB's 1110 <br />Business Day" rule. UFI will draft and post to EMMA on the City's behalf any two material event notices per <br />Of Material Ever bond Issue free of charge each year, A charge of $125 per material event for drafting and posting is Incurred <br />thereafter. If One material event affects more then one bond issue, the fee will only be $125 total, <br />regardless of number of notices drafted/posted. In the case of a draw on Debt service Reserves, UFI will <br />* Hourly Fees proposed as Below: <br />CEO/President <br />$245 <br />Managing Principal <br />$225 <br />Principal <br />$195 <br />Associate <br />$175 <br />Analyst <br />$125 <br />Assistant/Clerical <br />$so <br />ANNUAL_ DEBT TRANSPARENCY REPORTING <br />Preparation of Annual Debt Transparency Reports as stated below (annual fee per issue <br />to satisfy all requirements): <br />First Year <br />AnnualYffle <br />Ci Bon W.q� <br />Annual Fee <br />fit F1F s Year <br />Par TOO <br />CITY OF SANTA ANA <br />Gas Tax Revenue Refundin Bonds Serles 2819 <br />— <br />$600 <br />$175 <br />Total Annual Fee <br />$6Qp <br />$175 <br />
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