FIELDMAN, ROLAPP & ASSOCIATES 1 - Laserfiche WebLink

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As required by the California Government Code, the Consultant will take the lead in the in the creation of local goals and policies to be considered and adopted prior to any action by the City to commence proceedings to form a CFD. Unless previously determined, Consultant shall recommend the method of sale of debt and outline the steps required to achieve efficient market access. 2. Develop the Pre -Community Facilities District Formation Timetable. The Consultant shall take the lead role in preparing a schedule and detailed description of the interconnected responsibilities of each team member and update this schedule, with refinements, as necessary, as the work progresses. 3. Monitor the Community Facilities District Formation and Transaction Process. The Consultant shall have primary responsibility for the successful implementation of the financing strategy and timetable that is adopted for each debt issue relating to the Project. The Consultant shall prepare the timetables and work schedules necessary to create a Community Facilities District and, if the CFD is formed, the activities required to sell and deliver bonds. These timetables and work schedules will be designed to achieve the desired results in a timely, efficient and cost-effective manner and Consultant will coordinate and monitor the activities of all parties engaged in the financing transaction, including conference calls and meetings of the financing team and the landowner. Phase III: The Services described in Phase III will commence upon appropriate action of the City completing the final election creating the CFD. Except for certain tasks outlined in Phase II, paragraph 3, Phase I and II services shall be deemed completed upon commencement of Phase III services unless "change proceedings" are conducted or unless tasks outlined in Phase II are required after the issuance of the fust series of bonds and in advance of a resolution of issuance for an additional series of bonds. Specifically in Phase III, the Consultant will: CITY OF SANTA ANA/FIELDMAN, ROLAPP & ASSOCIATES Exhibit A, Page 2