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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
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Clerk of the Council
Item #
23
Date
5/18/2021
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(9) <br />CITY OF SANTA 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: City of Monterey Park <br />Address: 320 West Nemwark Ave. <br />Monterev Park, CA 91754 <br />Contract Amount: $106.3 million <br />Description of supplies, equipment, or services provided: <br />Contact Individual: Martha Garcia <br />Phone Number: 626-307-1349 <br />Facsimile Number: N/A <br />Year: 2021 <br />Senior Managed Taxable Pension Obligation Bonds, 2021 Series A <br />Reference <br />Customer Name: City of El Monte <br />Address: 11333 Valley Boulevard <br />El Monte, CA 91731 <br />Contract Amount: $118.7 million <br />Description of supplies, equipment, or services provided: <br />Contact Individual: Bruce Foltz <br />Phone Number: 626-580-2075 <br />Facsimile Number: N/A <br />Year: 2020 <br />Senior Managed Taxable Pension Obligation Bonds, Series 2020 <br />Reference <br />Customer Name: City of Hawthorne <br />Address: 4455 West 126th Street <br />Hawthorne, CA 90250 <br />Contract Amount: $121.9 million <br />Contact Individual: Felice Lopez <br />Phone Number: 310-349-2923 <br />Facsimile Number: N/A <br />Year: 2019 <br />Description of supplies, equipment, or services provided: <br />Senior Managed Taxable Pension Obligation Bonds, Series 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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