25F - AGMT FOR FINANCIAL ADVISORY

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CITY OF SANTA ANA ATTACHMENT A REFERENCES List and describe fully the contracts performed by your firm which demonstrate your ability to provide the supplies, equipment or services included in the scope of the proposal specifications. Attach additional pages if required. The City reserves the right to contact each of the references listed for additional information regarding yourfirm's qualifications. Reference Customer Name: City of Glendora Address: 116 E. Foothill Blvd. Glendora, CA 91741 Contract Amount: $75,000 Description of supplies, equipment, or services provided: Taxable Pension Obligation Bonds Series 2019 Reference Customer Name: City of Culver City Address: 9770 Culver Blvd. Culver City, CA 90232 Contract Amount: $45,000 Description of supplies, equipment, or services provided Culver City: Wastewater revenue bonds, forecast Pomona: TABS, Rev Bonds, LRBs, Forecast Mode Reference Customer Name: City of Lake Elsinore Address: 130 S. Main Street Lake Elsinore, CA 92530 Contract Amount: $35,000-$60,000 Contact Individual: Adam Raymond, City Manager Phone Number: (626) 914-8201 Facsimile Number: ( 626) 914-8221 Year: 2019 Onyx Jones, CFO (Previously Contact Individual: CFO in Pomona) Phone Number: (310) 253-6016 Facsimile Number: (310) 253-6010 Year: 2019 (Culver City Wastewater/Pension Study) odeling, pension study; ig, Sale Tax Measure Analysis, and Pension Study Jason Simpson, Director of Contact Individual: Admin. Services Phone Number: (951) 674-3124 Ext. 211 Facsimile Number: (951) 674-2392 Year: Various Engagements - 2014 - Present Description of supplies, equipment, or services provided: CFDs, GF Lease, TABS, EIFD Analysis, Financial Forecasting THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL. PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. RFP No. 20-002 Financial Advisory Services and Dissemination Agent Page 27 of 32 25F-39