25F - AGMT FOR FINANCIAL ADVISORY

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