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Closing Corner

Urban Futures, Inc. (UFI) has wrapped up a number of projects for clients across multiple divisions of the company. Delivering quality product for each UFI client is critical to the company’s mission. Below is a brief summary of recent work completed.

In the State of California, municipalities are required to file a number of annual reports and material event notices for bond issuances. UFI has just wrapped up a busy disclosure season, ensuring client municipalities are in compliance with State law. UFI provided disclosure services to 79 cities or special districts, filing 327 reports during the most recent disclosure period. Isom Advisors, the UFI schools finance division, provided disclosure services to 70 school districts during that same period.

UFI has also recently completed an Interim Finance Director assignment in the City of Patterson. For the past six months, UFI has served as the Chief Finance Officer of the City while a search is carried out for a permanent replacement to fill the vacant position. This interim staffing solution allowed the City to take their time in a hiring search and find the exact match for their needs.

The City of Oxnard is preparing for an audit and engaged UFI to assist their finance team in preparation. The firm has wrapped up work in the City, and Oxnard is now prepared to move forward with their audit.

UFI has recently been hired to complete the following finance projects:

City of Turlock – Tax Allocation Bond Refunding
City of Soledad – Tax Allocation Bond Refunding
Pasadena – Rose Bowl Renovation Project Bonds Refunding
Consumnes Community Services District – Clean Renewable Energy Bond (CREB)
Auburn – Waste Water Bond Refunding
Channel Islands Beach Community Services District – Bond Refunding
City of Coachella – Bond for new library
City of Rosemead – Tax Allocation Bond Refunding
City of Santa Fe Springs – Tax Allocation Bond Refunding
City of Inglewood – Tax Allocation Bond Refunding

UFI has recently closed the following financings:

City of Lancaster – Bond Refunding
City of Imperial – Bond Refunding
City of Moorpark – Bond Refunding
Lake Elsinore Community Facilities District – Bond Refunding

Urban Futures, Inc. has been providing services to local governmental agencies for over 43 years. Operating as five divisions – UFI Public Management Group, UFI Public Finance Group, UFI Sustainable Communities Development Group, UFI Analytics & Compliance Group, and Isom Advisors – UFI offers clients a growing portfolio of services and industry expertise that might otherwise be out of reach. Over 300 public agencies have benefited from partnering with UFI. UFI is based in Orange, CA with a Northern California office in Walnut Creek. Visit their website at www.urbanfuturesinc.com or call (714) 283-9334.

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Urban Futures, Inc. Corporate Office: 17821 E 17th St, Suite 245 Tustin, CA 92780
Northern California Office: 1470 Maria Lane, Suite 315, Walnut Creek, CA 94596