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CITY OF SANTA ANA COMMUNITY DEVELOPMENT AGENCY - <br />AFFORDABLE HOUSING FINANCIAL, ANALYTICAL & ADVISORY SERVICES <br />TABLE OF CONTENTS <br />I.ORGANIZATI ONAL BACKGROUND ..................................................................................... 2 <br />A.Description of the Firm ....... : .............................................................................................. 2 <br />B.Expe rtise ............................................................................................................................ 2 <br />II.· SCOPE OF SERVICES .................... , ...................................................................................... 3 <br />A.Market and Financial Analysis of Projects with an Affordable Housing Component.. ........ 4 <br />B .. Pro forma and Project Analysis .................................... : ..................................................... 8 <br />C. Compliance Monitoring: General Services and Operating Budgets .................................... 9 <br />D.Compliance Monitoring: Residual Receipts Calculations and Compliance ........................ 9 <br />E.Regulatory Reporting: SB 341 Affordable Housing Reports ............................................... 9 <br />F.As Needed Implementation Services ............................................................................... 10 <br />Ill. PERSONNEL EXPERIENCE ................................................................................................. 11 <br />A.Principal In Charge ........................................................................................................... 11 <br />B.Key Staff ........................................................................................................................... 11 <br />IV.RELEVANT EXPERIENCE ................................................................................................... 12 <br />V.REFERENCES .................................................................................................................... 18 <br />VI.FEE SCHEDULE ................................................................................................................. 19 <br />VII.DISCLOSURES AND DISCLAIMERS .................................................................................... 20 <br />Exhibits <br />Exhibit B: Proposers Statement and Fee Schedule <br />Exhibit C: Insurance Requirements <br />Exhibit D: References and Relevant Work History <br />Exhibit E: Proposal and Contract Agreement-Proposers Statement <br />Exhibit F: Certification of Nondiscrimination by Contractor <br />Exhibit G: Non-Collusion Affidavit <br />Keyser Marston Associates, Inc. Page I 1 <br />EXHIBIT 1 <br />City Council 2 –39 11/16/2021