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VUFYFinancial Solutions <br />Kathryn Downs, Executive Director, Finance <br />City of Santa Ana — Finance and Management Services Agency <br />20 Civic Center Plaza I Santa Ana, CA 92701 <br />Re: RFP for Municipal Advisor Services <br />Dear Ms. Downs, <br />Urban Futures, Inc. (UFI) is pleased to submit this proposal to provide municipal financial advisory (bond <br />and non -bond financing related) and dissemination agent services to the City of Santa Ana (the City). We <br />believe that UFI is uniquely positioned to fulfill the City' entire Scope of Work as a single firm through our <br />two divisions —the Public Management Group and the Public Finance Group —that will work <br />synergistically to craft solutions for multiple aspects of the City's finance -related needs. We are grateful <br />to have had the opportunity to advise the City over the past seven years on a variety of different <br />engagements, including bond financings, consulting assignments, as well as serving as dissemination <br />agent. We are committed to delivering a top-notch work product as we have demonstrated on previous <br />engagements. <br />Comprised of financial advisors and consultants that are former city finance directors, assistant city <br />managers, city attorneys, public finance investment bankers, and rating agency analysts, UFI has the <br />capability to provide solutions for multiple aspects of our clients' finance -related issues. Our unique <br />combination of qualifications and resources ensure value-added service to the City at a reasonable cost. <br />UFI, a C-Corporation incorporated in California, has been a leader in providing financial advisory services <br />since 1972 to over 300 public agencies throughout California. UFI has ranked as the top financial advisory <br />firm in California since 2017 as measured by the number of deals completed. We are also ranked #1 for <br />General Fund Debt General Obligation Bonds, Tax Allocation Bonds, and Pension Obligation Bonds and <br />ranked in the Top 3 for Land -Secured transactions. We are in the market virtually every week, and we <br />have a proven track record of advocating on behalf of our clients (through strong relationships with <br />underwriters, bond counsels, rating agencies, and bond insurers) to extract every basis point of savings. <br />Continuing our work with the City is of highest priority to the firm, and we are committed to dedicating <br />as much of the firm's resources to the City's assignments as necessary. In addition to myself, I will have <br />two senior -level staff and additional support staff working on the City's engagement. We look forward to <br />continuing to work with you. If you have any questions or need additional information, please do not <br />hesitate to contact me. <br />Sincerely, <br />k4 <br />Michael Busch, Chief Executive Officer <br />Urban Futures, Inc. <br />Michaelb@urbanfuturesinc.com <br />(714) 283-9334 Office 1 (714) 316-6150 Cell <br />25F-20 <br />