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U ' 1 Financial Solutions August 8,2025 Jacques Lam I Buyer Finance&Management Services Agency 20 Civic Center Plaza I Santa Ana,CA 92701 Re: Urban Futures, Inc.—Request for Proposals-Municipal Financial Advisory and Dissemination Agent Services Dear Mr. Lam: Urban Futures, Inc. (UFI) is pleased to submit this proposal to the City of Santa Ana (the City) for the purpose of providing objective and independent municipal financial advisory and dissemination agent services to the City. As one of California's leading municipal advisory firms,we believe we are uniquely positioned to provide the City with a high level of service from an experienced team of California-based professionals. We feel privileged to have had a long-standing relationship with the City since 2013, and we are proud to have supported a wide range of critical initiatives during that time. No other municipal advisory firm brings the same depth of knowledge or familiarity with the City's financial landscape. Our team understands the City's goals, financing needs,current debt portfolio,and operational priorities,and we are excited to build on that foundation as we continue supporting the City in its next chapter. We have strived to provide the City with tailored, strategic guidance across a range of financing tools and policy issues. Looking ahead, our commitment remains the same: to serve as an extension of City staff, deliver sound financial strategies,and support the City's long-term vision. The following is a summary of our distinguishing expertise and services: • #1 Ranked California Municipal Advisor: UFI has been a leader in providing financial advisory services since 1972 to over 300 public agencies throughout California. UFI is ranked as the top financial advisory firm in California over the last 5-year period as measured by the number of transactions completecK UFI is in the market virtually every week,advising on more bond sales than any other firm. • Relevant and Local Experience: Our experience assisting cities in Southern California gives us a firm grasp on the local economic landscape as well as the unique challenges and opportunities faced by the City.We regularly engage with cities in Southern California to advise on public facilities financings, often bridging municipal advisory activities and analysis with in-house consulting engagements leading to successful economic development. • Experienced Personnel: The team assigned to the City includes professionals with deep expertise across enterprise and general fund credits, credit analysis, pricing execution for bond sales, as well as post- issuance compliance services, and financial forecasting. UFI's municipal advisors and consultants include a former city finance director/assistant city manager, special district general counsel, public finance investment bankers, and a rating agency analyst,which allows us to offer the City a comprehensive blend of qualifications and resources. With advisors based in Southern California, we are available to meet with the City as often as is necessary to complete upcoming assignments. Source:SDC Platinum(Thomson Reuters) OU F I 1