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URBAN FUTURES, INC. (4)
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URBAN FUTURES, INC. (4)
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Last modified
9/30/2025 11:33:58 AM
Creation date
9/30/2025 11:32:47 AM
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Contracts
Company Name
URBAN FUTURES, INC.
Contract #
N-2025-249
Agency
Finance & Management Services
Expiration Date
8/31/2028
Insurance Exp Date
1/1/1900
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�. OVERVIEW OF PROJECT <br /> The City of Santa Ana (hereinafter referred to as "City") Is seeking Proposals from <br /> qualified firms (hereinafter referred to as"Proposer") to provide the following services: <br /> • Municipal Financial advisory services <br /> o Advisory Services (non-bond financing related) <br /> o Advisory Services related to bond financing <br /> • Dissemination agent services. <br /> Proposers must demonstrate successful experience in providing both municipal financial <br /> advisory services noted along with dissemination agent services. The services utilized <br /> will assist the Finance and Management Services Agency (Finance), other City <br /> departments and the City's Continuing Disclosure Committee to evaluate outstanding <br /> debt, potential debt financing, and develop the annual Continuing Disclosure reports in <br /> compliance with securities rules and regulations. <br /> Within the next twenty-four or thirty-six months, the City anticipates evaluating the <br /> feasibility issuing or refunding the following debt: <br /> New Debt Issuances <br /> o Water Capital Projects, including Advanced Meter Infrastructure <br /> o Sewer Capital Projects <br /> o Street Capital Projects <br /> o Pension Obligation Bonds <br /> o Assessment District Projects <br /> As of April 30, 2025, the City has the following outstanding debt: <br /> i $44,160,000 <br /> Water Revenue Bonds, Series 2024 <br /> • $1,585,000 <br /> 2016 Limited Obligation Improvement Bonds <br /> • $13,605,000 <br /> Tax Allocation Refunding Bonds <br /> Series 2018A (Tax-Exempt) <br /> * $58,705,000 <br /> Tax Allocation Refunding Bonds <br /> Series 2018B (Federally Taxable) <br /> • $44,650,000 <br /> Gas Tax Revenue Refunding Bonds, Series 2019 <br /> • $425,830,000 <br /> 2021 Taxable Pension Obligation Bonds, Series A <br /> • $45,060,000 <br /> 2014 Lease Agreement (Private Placement) <br /> • $954,954 <br />
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