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City of Santa Ana <br /> Proposal for Financial Advisory and Dissemination Agent Services August 8, 2025 <br /> -ems <br /> JAMES MORRIS <br /> Managing Director <br /> Jim Morris has over twenty-five years of experience working <br /> in the fields of financial analysis, municipal law and public <br /> CONTACT agency governance. Jim specializes in assisting cities and <br /> 1470 Maria Lane, Suite 315, special districts in the areas of long-term forecasting, <br /> Walnut Creek, CA 94596 financial sustainability and comprehensive fiscal <br /> Tel; (714) 923-3542 assessments. His recent engagements include financial <br /> iamesm@urbanfuturesinc.com forecast models for numerous municipal clients, preparing <br /> EDUCATION fiscal sustainability plans, and developing comprehensive <br /> Juris Doctorate and Master of fiscal assessments. Jim also has responsibility for managing <br /> Urban Planning and guiding UFI's Analytics and Compliance practice group <br /> UCLA which includes continuing disclosure, arbitrage rebate, and <br /> CDIAC reporting compliance for municipal issuers. Prior to <br /> Bachelors Degree joining UFI, Jim worked with the City of San Bernardino <br /> Dartmouth College where he was tasked with successfully winding-down San <br /> Bernardino's former redevelopment agency ($28+ million <br /> annual budget and $275+ million in debt and obligations), <br /> and he was a key advisor and strategist for the city's <br /> bankruptcy team. Jim began his professional career as a <br /> public law attorney with Best Best & Krieger, where he <br /> served as Assistant City Attorney for the cities of Corona and <br /> Ontario, and General Counsel for Western Municipal Water <br /> District. Jim is a graduate of Dartmouth College and <br /> received both a Juris Doctorate and Master of Urban <br /> Planning from UCLA. <br /> > UFI <br /> 20 <br />