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dta <br />w .FinanceDTkcom <br />SECTION I <br />FIRM (QUALIFICATIONS <br />mechanism that will maximize the capacity of the financing program while <br />minimizing burdens on homebuyers and other property owners. Furthermore, <br />the variety of financing structures for which we have provided these services <br />have given us a perspective and level of skill that is unmatched. DTA's financial <br />consulting services and work products reflect the scrutiny and refinement that <br />can only come through such extensive experience. This experience can be <br />crucial in identifying and resolving issues and helping our clients avoid the pitfalls <br />that we have seen cause problems for other municipalities. <br />DTA's assessment apportionment methodologies and special tax formulas have <br />been utilized for the sale of hundreds of bond issues and provided the firm with <br />considerable experience working with property owners, public agencies, <br />underwriters, bond counsels, and financial advisors to provide benefit <br />apportionment methods satisfactory to all parties. In the process, DTA has also <br />worked frequently with institutional bond purchasers, all of whom are familiar <br />with the firm and its expertise in the field of assessment engineering and special <br />tax consulting. <br />• Legal Knowledge: Our senior professional staff is not only intimately familiar <br />with the Mello -Roos Community Facilities Act of 1982, Municipal Improvement <br />Act of 1911, Municipal Improvement Act of 1913, Improvement Bond Act of 1915, <br />Landscaping and Lighting Act of 1972, Benefit Assessment Act of 1982, and <br />Proposition ("Prop") 218, but also has extensive real -world experience with each <br />of their respective applications. This means that our advice and consulting <br />services are grounded in a true understanding of each law and not merely <br />restatements of industry practices. <br />DTA is committed to providing independent and objective work products. DTA <br />staff regularly reviews legal opinions, regulations, and statutes that impact or <br />modify the provisions of Prop 218 (and related case law). As such, we are <br />committed to providing unbiased deliverables that reflect the most current <br />developments in public finance and real property law. <br />• Innovation: Having been involved with Mello -Roos consulting since its infancy, <br />DTA has pioneered many of the industry's techniques and standards. Our special <br />assessment and special tax formulas, some of which have been in use since 1985, <br />are based on a variety of methodologies that have withstood the test of time. Our <br />firms objective has been to take a balanced approach and utilize innovative and <br />state-of-the-art techniques that enable all parties to receive the maximum benefit <br />from public financing. DTA is aware of and has contributed to the most <br />innovative and creative concepts in special district financing. Today, DTA <br />continues to seek innovative solutions and refine our work product to better <br />serve and protect our clients. <br />• Adaptability: Each member of DTA's professional staff has considerable <br />experience in computer -based financial analyses and modeling. This experience <br />City of Santa Ana September 8, 2023 <br />Proposal for Consultant Services Related to the Evaluation of an EIFD and a CFD <br />4 <br />