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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 <br />ATTACHMENT A <br />REFERENCES <br />List and describe fully the contracts performed by your firm which demonstrate your ability to provide <br />the supplies, equipment or services included in the scope of the proposal specifications. Attach <br />additional oases if required. The City reserves the right to contact each of the references listed for <br />additional information regarding yourfirm's qualifications. <br />Reference <br />Customer Name: City of Glendora <br />Address: 116 E. Foothill Blvd. <br />Glendora, CA 91741 <br />Contract Amount: $75,000 <br />Description of supplies, equipment, or services provided <br />Taxable Pension Obligation Bonds Series 2019 <br />Contact Individual: Adam Raymond, City Manager <br />Phone Number: (626) 914-8201 <br />Facsimile Number: ( 626) 914-8221 <br />Year: 2019 <br />Reference Onyx Jones, CFO (Previously <br />Customer Name: City of Culver City Contact Individual: CFO in Pomona) <br />Address: 9770 Culver Blvd. Phone Number: (310) 253-6016 <br />Culver City, CA 90232 Facsimile Number: (310) 253-6010 <br />Contract Amount: $45,000 Year: 2019 (Culver City Wastewater/Pension Study) <br />Description of supplies, equipment, or services provided: <br />Culver City: Wastewater revenue bonds, forecast modeling pension study <br />Pomona: TABS, Rev Bonds, LRBs, Forecast Modeling, Sale Tax Measure Analysis, and Pension Study <br />Reference <br />Jason Simpson, Director of <br />Customer Name: City of Lake Elsinore Contact Individual: Admin. Services <br />Address: 130 S. Main Street Phone Number: (951) 674-3124 Ext. 211 <br />Lake Elsinore, CA 92530 Facsimile Number: (951) 674-2392 <br />Contract Amount: $35,000-$60,000 Year: Various Engagements - 2014 - Present <br />Description of supplies, equipment, or services provided: <br />CFDs, GF Lease, TABS, EIFD Analysis Financial Forecasting <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. 20-002 Financial Advisory Services and Dissemination Agent Page 27 of 32 <br />25F-39 <br />
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