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Item 23 - Pension Debt Refinancing Update and Underwriter Selection
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Item 23 - Pension Debt Refinancing Update and Underwriter Selection
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4/9/2024 4:32:45 PM
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City Clerk
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Agenda Packet
Agency
Clerk of the Council
Item #
23
Date
5/18/2021
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CITY OF SA ANA <br />ATTACHMENT A <br />REFERENCES <br />List and describe fully the contracts performed by your firm which demonstrate your ability to provide the <br />supplies, equipment or services included in the scope of the proposal specifications. Attach additional <br />pages if required. The City reserves the right to contact each of the references listed for additional <br />information regarding your firm's qualifications. <br />Reference <br />Customer Name: Arcadia <br />Address: 240 W. Huntington Dr. P.O.Box 60021 <br />Arcadia, CA 91066 <br />Contract Amount: $270,000 ($2.32/Bond) <br />Description of supplies, equipment, or services provided: <br />Sole Manager on 2020 Taxable Pension Obligation Bonds <br />Reference <br />Customer Name: Chula Vista <br />Address: 276 4th Ave. <br />Chula Vista, CA 91910 <br />Contract Amount: $875,062.50 ($2.50/Bond) <br />Description of supplies, equipment, or services provided: <br />Sole Manager on 2021 Taxable Pension Obligation Bonds <br />Reference <br />Customer Name: Glendora <br />Address: 116 E. Foothill Blvd. <br />Glendora, CA 91741 <br />Contract Amount: $467,045.00 ($7.25/Bond) <br />Description of supplies, equipment, or services provided: <br />Sole Manager on 2019 Taxable Pension Obligation Bonds <br />Contact Individual: Hue Quach, Director of Administrative Services <br />Phone Number: (626) 574-5425 <br />Facsimile Number: (626) 574-5400 <br />Year: 2020 <br />Contact Individual: Maria Kachadoorian, City Manager <br />Phone Number: (619) 409-5818 <br />Facsimile Number: (619) 691-5044 <br />Year: 2021 <br />Contact Individual: June Overholt, Director ofAdministrative Services <br />Phone Number: (626) 914-8241 <br />Facsimile Number: (626) 914-8221 <br />Year: 2019 <br />THIS FORM MUST BE COMPLETED AND INCLUDED WITH THE PROPOSAL, <br />PROPOSALS THAT DO NOT CONTAIN THIS FORM WILL BE CONSIDERED NONRESPONSIVE. <br />RFP No. 21-025 Underwriting Services for Pension Refinancing Bonds Page 19 of 24 <br />
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