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PROPOSAL. TABLE OF CONTENTS Finninformation ........................................................................................... ............................... I a. Finance Team ............................ ......................... ............................... . .............................. I b. TAB Market Leader .............. .... ............... ............................... ........................... ........ ...... I e, 2014 Stifel TAB Spreads .................................................................... ..............................2 d. Marketing and Distribution Capabilities............................................ ..............................2 e. Recent Experience .............................................................................. ..............................4 f- h.Conllicts of Interest and Additional Disclosure ................................. ..............................4 It. Financing, Credit and Marketing Approach..... ........................ ............. ........... -- ......... ....... 5 a. Savings Analysis ................................................................................ ..............................5 b. Financing and Credit Approach .......................................................... ..............................5 c. Credit Presentation ............................................................................. ..............................7 Appendix A: 2014 Stifel Tax Allocation Bond Spreads to MMD Appendix B: Successor Agency to the City of Burbank RDA Credit Rating Presentation Disclosure: As outlined in the SEC's Municipal Advisor Rule, Stifel, Nicnlaus & Company, Incorporated t "Stit'el') is providing the attached material and all intramntion and advice contained therein in response to a request for proposals or request I'or qualifications (the "R,FP ") by a municipal issuer at obligated person with respect to a specific issue of municipal securities. Stile[ has not acted, and will not act, as your municipal advisor with respect to die issuance of the municipal securities that is the subject to the REP. Stirel Is providing information and is declaring to die proposed municipal issuer and any obligated person that it has done so within the regulatory framework of NISRB Rule G -23 as rte undawriler (by definition also including the tale of placement agent) and not as a in anciai adviser, as defined therein, with respect to the referenced proposed issuance of municipal securities. 'rhe primary role of Stifel, as an underwriter, is to purchase securities for resale to investors in an amt's- length commercial transaction. Serving in the role of underwriter, Stifel has financial and other interests that dia'ei [iron those of Ate issuer, The issuer should consult with its' own financial and/iii nmunicipal, legal, accounting, tax and other advisors, as applicable, to the extant it deenhs appropriate. These materials have been prepared by Stifel for the client or potential client to whom such materials are directly addressed and delivered for discussion purposes only. All terns raid conditions are subject in further discussion aid negotapion. Stiref does not express any view as to whether financing options presented at those materials are achievable or will be available at the [line or any contemplated transaction. Tlhcse materials do not constitute ah offer or solicitation to sell or purchase any securities and are not it commiuneuf by Stifel to provide or arrange any financing for any transaction or to purchase any security in connection therewith and may rat relied upon as an indication tat such an offer will be provided in the future. where indicated, this presentation may contain hrfonnation derived floor sources other than Stirel. While we believe such information to be accurate and complete, Stifel does not guarantee the accurrcy of this information. This material is based on ialonnation currently available to Stifel or its sources and is subject to change without notice. Stifel does not provide accounting, tax in legal advice; however, you should be aware that any proposed indicative transaction could have accounting, tax, legal or other implications that should be discussed with youadvisors and /or counsel as you deem appropriate. CITY OF SANTA ANA 3-137