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25J - AGMT - BOND COMPLIANCE SRVS
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25J - AGMT - BOND COMPLIANCE SRVS
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Last modified
9/11/2014 4:31:11 PM
Creation date
9/11/2014 4:28:52 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
25J
Date
9/16/2014
Destruction Year
2019
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We are committed to initiating, facilitating, and maintaining open, collaborative communication with all <br />parties. Urban Future's approach is characterized by the following: <br />• CURIOSITY - Asking the right questions and engaging the right people <br />• CLARITY - Being proactive in identifying issues, opportunities, and solutions <br />• CREATIVITY - Being an advocate for comprehensive solutions and being flexible with <br />alternatives and choices <br />• CONFIDENCE- Ensuring thorough, frequent, and regular communication <br />Urban Futures employs 25 individuals including 13 professionals and 12 paraprofessional and support <br />staff. The firm has two offices, with the corporate office in the City of Orange and a Northern California <br />location in the City of Walnut Creek. The proposed work for this proposal will be conducted out of the <br />Orange office. <br />Our staff has served public agencies in many different capacities. We understand that each agency faces <br />different circumstances and we acknowledge each as an independent organization with unique goals and <br />objectives. <br />Our Public Finance Group is ableto draw on the expertise of our staff to produce excellent results. Because <br />of our diversity, our staff has been called upon to advise public agencies in many different capacities. We <br />believe our proposed staff, which includes a former municipal CFO and dedicated disclosure staff has the <br />best qualifications to serve the City. <br />Our team will work hard to meet the needs of the City. Given the nature of this engagement, UFI proposes <br />to assemble a project team based on the City's needs. Michael Busch will provide overall direction and <br />expert guidance for the engagement. The professionals we are offering to manage the City's day -to -day <br />disclosure services are Ed Monaco and Russell Sager. <br />25J -16 5 <br />
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