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City of Santa Ana Proposal for Financial Advisory and Dissemination Agent Services August 8, 2025 A. Firm and Team Experience 1. Team Qualifications • Project Manager/Principal Agent—The Project Manager/Principal Agent shall be the primary contact person to represent your firm. Describe assigned Project Manager/Principal Agent's education, qualifications, and relevant experience to lead a financing team; Provided below is the contact information for the project manager assigned to this engagement. Mr. Busch has served as the City's municipal advisor continuously since 2013 and brings extensive experience and familiarity with the City's financial operations and long-term objectives. Primary Contact: Michael Busch,Chief Strategy Officer Office: (714)923-3541 E-mail: michaelb@urbanfuturesinc.com • Key personnel&Associates in charge when Project Manager/Principal Agent is unavailable; For the scope of services outlined in the RFC, we are assigning ProfectTeamoreanizationa{Chad three senior level municipal advisors as well as the firm's Series 54 principal, who oversees compliance activities for the firm. Strategy Michael Busch will serve as the primary contact and will have overall responsibility for client service delivery;Branden Kfoury Michael Busch will serve as transaction manager for municipal advisory ChiefstrategyoWicer services, and will provide day-to-day coverage. James Morris, , Managing Director, will serve as the primary contact for Transaction Manager Lead Contact continuing disclosure services. Wing-See Fox, Managing Branden Kfoury, James Morris, Director and Series 54 principal, will be responsible for Director ManaP.Director 91 overseeing the municipal advisory activities to ensure Compliance—Series 54 compliance with MSRB rules and other applicable regulations. Principal Cumulatively,the core project team assigned to the City has Wing-See Fox, over 20 years of experience working with the City of Santa _Managing Director Ana,and maintains extensive experience assisting cities in Southern California with the execution of general fund financings,enterprise fund financings,and other economic development assignments. We are committed to delivering consistent, high-quality service throughout the term of the agreement. For each financing engagement, UFI assigns a minimum of two municipal advisors to provide both strategic guidance and day- to-day responsiveness.The designated project manager is supported by a broader team of professionals with deep expertise in the full range of financing mechanisms utilized by the City.This staffing approach ensures continuity, responsiveness,and a consistently high level of service for the duration of the engagement. Provided below is a summary of the assigned team,qualifications,education,and relevant experience. 9/ UFI 1