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URBAN FUTURES, INC
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Last modified
7/16/2020 4:07:45 PM
Creation date
7/16/2020 3:31:42 PM
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Contracts
Company Name
URBAN FUTURES, INC
Contract #
A-2020-148
Agency
Finance & Management Services
Council Approval Date
7/7/2020
Expiration Date
6/30/2023
Insurance Exp Date
1/1/1900
Destruction Year
2028
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City of Santa Ana, California <br />Proposal for Municipal Financial Advisory Services <br />continuing to provide a high level of coverage to serve the City's needs. <br />March 12, 2020 <br />�v_ Organization riiart <br />Provided below is an organization chart for all team members assigned to the City's engagement. <br />v. References — maximum of tnree references for key protects completed by ,dentified key staff. <br />Provided below are three references for key projects completed by identified staff: <br />Johnson, Director of Administrative Services <br />ter (b2b) 812-5202; E-mail: tjohnsonPazuL aov <br />13 East Foothill Blvd., Azusa, CA 91702 <br />Past Projects: TABS, POBs, Revenue Bonds, CFDs and Special Studies (utility cost allocation modeling), <br />nd Continuing Disclosure <br />Personnel: Michael Busch, Julio Morales, Russell Sager, Branden Kfoury <br />ill Kolbow, Assistant City Manager/ Administrative Services Director <br />el: (714) 744-2235; E-mail: wkolbovv(r. citvoforanee ore <br />rE.Capman Ave.,Orange,CA 92866 <br />Projects: Municipal Advisory Services for 2018 Tax Allocation Bonds, 2020 Lease Revenue Bonds <br />rent engagement), 2020 Pension Obligation Bonds <br />UFI Personnel: Michael Busch, Wing -See Fox, Julio Morales, Branden Kfoury <br />Mowbray, Finance Director/City Treasurer <br />r <br />909) 620-2353; E-mail: Andrew mowbravC�ci pomona ca us <br />outh Gorey Avenue, Pomona, California 91766 <br />Projects: Municipal Advisory Services for Tax Allocation Bonds, Capital Lease, Pension Obligation <br />s; Pension Analysis Services; Continuing Disclosure Services <br />ersonnel: Michael Busch, Wing -See Fox, Julio Morales, Russell Sager <br />'MUFI <br />25F-28 <br />
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