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Financial Advisory Services for Assessment District <br />City of Santa Ana <br />Page 2 <br />III. Attendance at Public Meetings /Owner Workshops <br />We will attend meetings concerning the Project when deemed necessary and, in addition, be <br />available to meet with the affected property owner(s) to explain the process, costs, and tuning of <br />any proposed bond issue. <br />I.V. Procure Additional Services Required <br />We will be develop requests for proposals or make recommendations for other consultants and <br />services the City may need to accomplish the District formation and financing, including bond <br />counsel, bond underwriter, disclosure counsel, bond trustee, printing services, or any other <br />services as needed. <br />V. Attendance at City Council Meetings and Public Hearing <br />We will attend all City Council meetings <br />presentations to the extent deemed necessary. <br />as may be requested. <br />PHASE II Services: Bond Financing <br />as requested and shall participate in any related <br />We will review and comment on any staff reports <br />Phase II services will commence upon the District being approved by the City Council following the <br />Public FIearing. Phase I services shall be deemed completed upon commencement of Phase II services. <br />Bond Structuring <br />We will furnish the City with information concerning cuizent municipal bond market conditions <br />and make recommendation as to the technical details of the financing, including bond issue <br />maturity schedules, term and repayment structure, bond covenants, early redemption features, and <br />other details which will, in our opinion, make the proposed financing the most advantageous to <br />the City. <br />II. Bond Method of Sale / Bond Underwriter Selection <br />We will advise the City or the most advantageous method to sell the Bonds, assessing negotiated <br />public offering, private placement, or competitive sale options. We will advise or the selection of <br />bond underwriter and negotiate or competitively determine bond underwriting fees. <br />III. Transaction Management and Bond Sale <br />1. Review of Documents <br />We will review the financial aspects of all documents relating to the marketing of <br />the proposed Bonds including the final Engineer's Report, Bond Indenture, <br />Official Statement and Bond Purchase Agreement. <br />12A -26 <br />