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EXHIBIT A <br />TO <br />PROFESSIONAL SERVICES AGREEMENT FOR FINANCIAL ADVISOR <br />BY AND BETWEEN <br />THE CITY OF SANTA ANA <br />AND <br />HELDMAN, ROLAPP & ASSOCIATES <br />Scope of Services <br />A. General Services. <br />The Consultant shall perform an independent review of the proposed financing program The <br />Consultant's findings will be presented to the City for its review and comment. If the City elects <br />to proceed with a Community Facilities District, the Consultant shall assume primary <br />responsibility for assisting the City in coordinating the planning and execution of the formation of <br />the CFD. Insofar, as the Consultant is providing services, which are rendered only to the City, <br />the overall coordination of the proposed financing shall be such as to minimize the costs of the <br />transaction. Coincident with the financing review and maximizing the City's financing flexibility <br />and capital market access if the City decides to proceed with a financing program, Consultant will <br />provide the following: <br />Phase I: <br />1. Community Facilities District Study. <br />Initially Consultant will meet with City staff to outline the goals and objectives of the <br />City in order to commence a Community Facilities District study and feasibility analysis. <br />hi consultation with any other professionals also engaged in the process, Consultant will <br />meet with the landowner and its representatives to understand its public financing plan. <br />Consultant will evaluate the landowner's proposed financing program and provide <br />recommendations that would make the proposed Community Facilities District consistent <br />with industry practices and common industry benchmarks and also achieve the stated <br />goals and objectives of the City. Consultant will present a summary of its findings to the <br />City and will respond to comments and questions raised by the City Council. To the <br />extent that additional information is requested by the City, Consultant will conduct <br />additional research and present additional findings to the City. <br />Phase H: <br />1. Establish the Financine Objectives. <br />If the City decides to proceed in concept with a Community Facilities District, the <br />Consultant shall work with City staff identify the other required financing team members <br />and begin the process of coordinating their activities, consistent with the stated goals and <br />objectives of the City. <br />CITY OF SANTA ANATIELDMAN, ROLAPP & ASSOCIATES Exhibit A, Page 1 <br />