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FIELDMAN, ROLAPP & ASSOCIATES
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FIELDMAN, ROLAPP & ASSOCIATES
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Last modified
12/3/2015 4:34:24 PM
Creation date
6/10/2007 8:04:13 AM
Metadata
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Template:
Contracts
Company Name
FIELDMAN, ROLAPP AND ASSOCIATES
Contract #
N-2007-059
Agency
Finance & Management Services
Expiration Date
4/16/2009
Insurance Exp Date
4/1/2008
Destruction Year
2012
Notes
ERRORS & OMMISSIONS LIAB. 12/20/09
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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 />FIELDMAN, ROLAPP & ASSOCIATES <br />Scope of Services <br />The Consultant shall perform all the duties and services specifically set forth herein and shall <br />provide such other services as it deems necessary or advisable, or are reasonable and necessary to <br />accomplish the intent of this Agreement in a manner consistent with the standards and practice of <br />professional financial advisors prevailing at the time such services are rendered to the City. <br />The City may, with the concurrence of Consultant, expand this Agreement to include any <br />additional services not specifically identified within the terms of this Agreement. Any additional <br />services may be described in an addendum to this Exhibit A and are subject to fees described in <br />Exhibit B to this Agreement. <br />Specifically, we expect to <br />✓ Assist the City in determining the appropriate revenue sources to pay for long-tenn <br />infrastructure improvements. <br />✓ Identify the timing of those revenue sources in order to evaluate if debt financing is <br />appropriate, or required. <br />✓ If debt is required, determine and recommend the "best' form of debt to finance these <br />improvements that are required before the funding sources are sufficient to pay them in <br />cash. <br />✓ Measure the costs of a borrowing program, as required. <br />✓ Assist the City and their consultant in the determination of annual borrowing amount, the <br />number of projects that can be supported by City staff and the duration of time required <br />to complete the selected projects. <br />✓ Measure and analyze the annual costs of the funding and financing program to the <br />relevant stakeholders. <br />CITY OF SANTA ANA/FIELDMAN, ROLAPP & ASSOCIATES Exhibit A, Page 1 <br />
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