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dta <br />w .FinanceDTA.com <br />SECTION II <br />KEY PERSONNEL OUALIFICATIONS <br />DTA has an enviable reputation for producing high -quality work in a quick and efficient manner <br />to correspond with even the most aggressive project schedule. DTA's clients also receive high <br />levels of personal attention from senior staff, with a Principal, Senior Vice President, or Vice <br />President always available to meet with public agency staff and other groups. <br />According to the SEC, as of September 12, 2017 (due to a new regulatory requirement), <br />representatives of Municipal Advisor firms must have earned the Series 50 license in order to <br />engage in municipal advisory activities. DTA managers at the Senior Vice President level and <br />above are Series 50 licensed and, therefore, duly authorized by the SEC/MSRB to engage in <br />municipal advisory activities. <br />A DTA Team Biographies <br />David Taussig <br />President I David(aFinanceDTA.com <br />Project Role — Principal-in-Charge/Project Manager <br />Mr. Taussig has over 45 years of experience in the fields of real estate <br />finance and urban economics. His areas of expertise include municipal <br />finance programs for infrastructure and public facilities development, fiscal <br />and redevelopment impact analyses, and land development project <br />feasibility studies. <br />— His involvement in public finance began in the mid-1970s when he worked <br />on affordable housing projects for the County of Alameda in California. He moved to Mission <br />Viejo Company ("MVC") in 1979, where he handled multi -family and single-family tax-exempt <br />housing revenue bonds, as well as special district and water/sewer revenue bond financing for <br />two major planned communities being developed by the company, which have now been <br />incorporated as the Cities of Mission Viejo and Aliso Viejo, respectively. During this period, <br />Mr. Taussig was involved in the legislative efforts that led to the adoption of the Mello -Roos <br />Community Facilities Act in 1982 and he later established the second and third CFDs in the State <br />of California. <br />Mr. Taussig has an extensive background in computerized financial analyses. Since founding <br />DTA in 1985, Mr. Taussig has developed several state-of-the-art analytical methods and <br />modeling approaches, in addition to directing the formation of over 1,000 public financing <br />districts and subsequent sale of tax-exempt municipal bonds. These districts have funded public <br />infrastructure and services for many types of residential and non-residential development and <br />included several hundred master -planned communities built throughout California and in <br />several other western states. Mr. Taussig's work has involved both the preparation and <br />implementation of financing plans and his public sector clients have included virtually every <br />major urban county and city within California and hundreds of special districts. He has provided <br />similar consulting services to many of the largest land development firms in the State of <br />California. The financing programs implemented by Mr. Taussig have ranged from land -secured <br />CFDs to EIFD tax increment programs and lease revenue -based Certificates of Participation. He <br />is also responsible for DTA's successful efforts related to funding opportunities under various <br />tax credit programs. Mr. Taussig was DTA's Project Manager for the formation of all of the EIFDs <br />City of Santa Ana September B, 2023 <br />Proposal for Consultant Services Related to the Evaluation of an EIFD and a CFD <br />8 <br />