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dta <br />w .FinanceDTA.com <br />IV SCOPE OF WORK <br />SECTION IV <br />SCOPE OF WORK <br />Throughout the process of evaluating an EIFD, DTA will provide guidance, including lessons <br />learned and best practice models from other jurisdictions. The proposed effort relates to <br />collecting background information, working with the City staff to select improvements to be <br />funded by the EIFD, and preparing an Infrastructure Financing Plan ("IFP"). DTA shall also assist <br />the City in the proper distribution of EIFD documents to EIFD property owners, the noticing of <br />these distributions and public hearings, and all of the other tasks related to the formation <br />process, culminating with the submittal of all necessary materials to the State Board of <br />Equalization ("BOE"). <br />A Phase 1: Feasibility Analysis <br />DTA will perform an EIFD feasibility study to determine how the City may utilize this financing <br />tool for supporting infrastructure, affordable housing, and other economic development goals <br />in the City. We shall also assist the City with implementing the identified next steps should the <br />study results determine that EIFDs are a feasible enterprise. The Scope of Work is as follows: <br />Task 1— Kickoff Meeting <br />DTA will attend a kickoff meeting with City staff to discuss overall objectives related to the EIFD <br />feasibility analysis and develop an approach for the project. <br />Task 2 — Identify Boundaries and Initial Screening Criteria <br />Subtask 2.1— Determine Boundary Scenarios <br />DTA will utilize the data in its library in conjunction with City datasets to analyze the data and <br />develop boundary scenarios to study for the preliminary screening of eligibility for an EIFD. To <br />better visualize the information, DTA proposes to provide each scenario as an interactive story <br />map and web map, along with written descriptions and narrative explanations of the <br />methodologies used, to determine the boundary depicted in each scenario for consideration. <br />Deliverables: Preliminary EIFD Boundary Maps for Each Scenario; General Description of EIFD <br />Boundaries <br />Subtask 2.2 — Initial TIF Screening <br />DTA will prepare a Geographic Information System ("GIS") inventory of datasets to support the <br />initial TIF screening task. The data inventory will be included as part of a matrix of primary <br />screening criteria. This matrix will be a compilation of data compiled in Subtask 2.1 and other <br />sources. The matrix will identify current and proposed zoning with density factor considerations <br />for anticipated zoning updates, locations of projects and a list of their infrastructure needs (as <br />well as the identification of whether they are in a priority area), potential financing solutions <br />based on property tax capture rates and grant eligibility, whether the proposed EIFD boundaries <br />overlap a former California RPA, economic development potential of the planned project and <br />existing parcel values, any former RDA project areas, and any existing Recognized Obligation <br />Payments ("ROPs") or other bond/financing obligations. <br />Deliverables: Matrix Showing TIF Screening Variables for Each Boundary Scenario; <br />City of Santa Ana September 8, 2023 <br />Proposal for Consultant Services Related to the Evaluation of an EIFD and a CFD <br />14 <br />