HA Item 03 - Agreement for Bond Counsel Servies

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EXHIBIT 2 REQUEST FOR PROPOSALS FOR BOND COUNSEL FOR AFFORDABLE HOUSING ii. Distinguishing characteristics, skills, and areas of strength. Bond Counsel Services. For each year in this century and for over a decade "f �^lL4 National prior, Orrick has been the leading bond counsel firm in the country in total L volume of financings. In 2024, we were ranked number one as bond counsel Bond Counsel Rankings in the country by Refinitiv (now LSEG), with our team serving as bond �� counsel on 610 transactions aggregating more than $59.73 billion principal ■ amount of bonds (representing a national market share of 11.4%). In 1 P.4% Market Share California alone in 2024, Orrick served as bond counsel for 204 transactions aggregating more than $36.76 billion principal amount of bonds for an overall market share of 49.3%. l Disclosure Counsel Services. Orrick has been ranked number one in total 2024 Nationavolume as disclosure counsel nearly every vear since such rankinns henan. ❑isclosure Counsel Rankings We were ranked number one as disclosure counsel in the country by Refinitiv �l (now LSEG), with our team serving as disclosure counsel on 121 transactions 'It $28.61 bn aggregating more than $28.61 billion (representing a national market share of 5.2% Market Share 5.2%). In California we served on 68 transactions aggregating more than $16.96 billion principal amount of bonds for an overall market share of 22.46%. iii. Firm's nearest address serving the City of Santa Ana and headquarters address. Our Orange County office is closest to Santa Ana. Our other California office locations include Los Angeles, Sacramento, and San Francisco. Headquarters address: 405 Howard St., San Francisco, CA 94105 iv. Name and contact information of the supervising Project Manager/Principal Agent, to be assigned to the agreement. The Project Manager/Principal Agent shall be the primary contact person to represent your firm and will be the person to conduct the presentation, if invited to an interview. Justin Cooper, Partner T: +1 415 773 5908 E: jcooper@orrick.com Resumes for all key staff proposed describing relevant experience. Please see Exhibit A: Team Resumes. e. Proposed Work Plan Proposal shall include a statement demonstrating the firm's understanding of the Scope of Services. Our nationally ranked bond counsel public finance team is dedicated to meeting the goals and fulfilling the functions identified in SAHA's Scope of Work with precision and expertise. With a proven track record of success, we bring unparalleled experience and a deep understanding of complex financial structures, ensuring that our clients receive the highest level of service and strategic guidance. Our commitment to excellence and innovative solutions positions us as the ideal partner to navigate the challenges and opportunities presented in SAHA's financings. Additionally, proposed work plan shall include Proposers': i. Anticipated approach to performing services as specified herein; Please see our answer to Question (b) above, where we detail our approach to meeting the Scope of Services listed in the RFP. Suggestions or special concerns the evaluation committee should take into consideration (if any); We suggest a coordinating call or video meeting among Orrick, the Authority, and the Authority's financial advisor prior to each transaction. In particular, we find it valuable to identify items that fall outside the purview of the bond issuer and its advisors — procurement of third -party reports, for example — but are nonetheless crucial to the successful execution of a financing. It can be helpful to scope these out and identify responsible parties prior to commencing work on bond documents and other bond -related matters. iii. Description of deliverables and implementation plan. Proposer shall submit a general description of the deliverables, implementation plan, and timeline. As detailed above in our answer to Question (b), our implementation plan involves a phased, team -based approach to manage the work effectively.With each engagement, we would immediately reach out to SAHA ORRICK, HERRINGTON & SUTCLIFFE LLP Soo p. 3