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City of Santa Ana, California <br />Proposal for Municipal Financial Advisory Services <br />continuing to provide a high level of coverage to serve the City's needs. <br />March 12, 2020 <br />iv. Organization chart <br />Provided below is an organization chart for all team members assigned to the City's engagement. <br />Credit Analysis/Bond Transaction/Execution Continuing Disclosure <br />Financings Pension Advisory Support Specialist <br />Wing -See Fox, Julio Morales, Branden Kfourg Russell Sager, <br />Managing Director Monoging Director Srninrhssociote Senior Analyst <br />v. References — maximum of three references for key projects completed by identified key staff. <br />Provided below are three references for key projects completed by identified staff: <br />City of Azusa <br />alika Johnson, Director of Administrative Services <br />el: (626) 812-5202; E-mail: tiohnson@azusaca.gov <br />213 East Foothill Blvd., Azusa, CA 91702 <br />Past Projects: TABS, POBs, Revenue Bonds, CFDs and Special Studies (utility cost allocation modeling), <br />nd Continuing Disclosure <br />UFI Personnel: Michael Busch, Julio Morales, Russell Sager, Branden Kfoury <br />City of Orange <br />ill Kolbow, Assistant City Manager/ Administrative Services Director <br />el: (714) 744-2235; E-mail: wkolbow@cityoforange.org <br />00 E. Chapman Ave., Orange, CA 92866 <br />Past Projects: Municipal Advisory Services for 2018 Tax Allocation Bonds, 2020 Lease Revenue Bonds <br />(Current engagement), 2020 Pension Obligation Bonds <br />UFI Personnel: Michael Busch, Wing -See Fox, Julio Morales, Branden Kfoury <br />City of Pomona <br />flundrew Mowbray, Finance Director/City Treasurer <br />el: (909) 620-2353; E-mail: Andrew mowbray@ci.pomona.ca.us <br />05 South Garey Avenue, Pomona, California 91766 <br />Past Projects: Municipal Advisory Services for Tax Allocation Bonds, Capital Lease, Pension Obligation <br />Bonds; Pension Analysis Services; Continuing Disclosure Services <br />UFI Personnel: Michael Busch, Wing -See Fox, Julio Morales, Russell Sager <br />VUH <br />25F-28 <br />