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City of Santa Ana <br /> Proposal for Financial Advisory and Dissemination Agent Services August 8, 2025 <br /> arbitrations and civil litigation. The City may electronically access our fi - <br /> g y y y rm's most recent Form MA and each most <br /> recent Form MA-1 filed with the Commission at the following website: <br /> www.sec.gov/edgar/searchedgar/companysearch.html. <br /> There have been no material changes to a legal or disciplinary event disclosure on any Form MA or Form MA-1 filed <br /> with the SEC. <br /> • Provide references (maximum of three) of key projects your firm has engaged in with comparable California <br /> municipafities over the past three years;and <br /> Provided below are three references for key projects on which UFI has been engaged over the past three years. <br /> CITY OF * . <br /> Jason Simpson,City Manager <br /> Phone:(951)674-3124 Ext.211 <br /> Email:jsimpson@lake-elsinore.org <br /> 130 S. Main Street, Lake Elsinore,CA <br /> Scope of Work: MA services for LRBs,CFD and TABS; Forecast,Affordable Housing/AB 341 analysis, Economic <br /> Development, EIFD, Pension Study <br /> Dates:2014-Present <br /> UFI Personnel: Michael Busch,Jim Morris and Branden Kfoury <br /> CITY OF OCEANSIDE <br /> Jill Moya,Financial Services Director <br /> E-mail:jmoya@oceansideca.org <br /> Phone: (760)435-3887 <br /> Address:300 North Coast Hwy,Oceanside,CA 92054 <br /> Scope of Work: CFD Formation,Water Refunding Bonds, EIFD Analysis, Project Planning/Analysis for Police <br /> Facility, Energy Efficiency Financing <br /> Dates:2021-Present <br /> UFI Personnel: Michael Busch,Wing-See Fox and Branden Kfoury <br /> CITY OF <br /> Tom Gallup,Interim Director of Finance <br /> E-mail: tgallup@encinitasca.gov <br /> Phone: (760)633-2640 <br /> Address:505 S.Vulcan Ave, Encinitas,CA 92024 <br /> Scope of Work: 2024 Lease Revenue Bonds&Dissemination Agent Services <br /> Dates:2024-Present <br /> UFl Personnel: Michael Busch,James Morris, and Branden Kfoury <br /> 13 <br />