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CITY OF SANTA ANA COMMUNITY DEVELOPMENT AGENCY — <br />AFFORDABLE HOUSING FINANCIAL, ANALYTICAL & ADVISORY SERVICES <br />Greg Soo-Hoo, <br />Greg is a registered Municipal Advisor Principal with the Municipal <br />Senior Principal, <br />Securities Ruleniaking Board (MSRB) and the U.S, Securities and <br />Exchange Commission (SEC). He has over 3S years of experience in <br />redevelopment and public finance, including acting as the Fiscal <br />Consultant to Successor Agency and Redevelopment Agency bond <br />financings totaling over'$6,2 billion, <br />Julie Romey <br />Julie is a Senior Principal in the Los Angeles office who has over 20 <br />Senior Principal <br />years of real estate and affordable housing experience. Julie has had a <br />role in structuring development agreements, affordable housing <br />strategies, HOME Program policies and procedures manuals, preparing <br />HOME Layering Analyses, and monitoring affordability restrictions and <br />loan agreements. <br />Courtney Holt,. <br />Courtney is a SeniorAssoclate in the Los Angeles office who jo'ined.: <br />Senior As <br />KMA in 7017 with. a,background in asset management, economic and <br />market analysis, and land use planning:: Courtney's'work at KMA <br />focuses on affordable housing studies and nexus analyses, market and <br />demographicstudies, HOME Program policies an,d'procedures, and <br />affordable housing monitoring and compliance review..; <br />IV. RELEVANT EXPERIENCE <br />A sample of similar services that I(MA has provided to clients within the last five years is included <br />below: <br />County of San Bernardino --Affordable Housing Development Projects <br />Since 2013, KMA has been the County of San Bernardino's affordable housing and real estate <br />consultant, During this period, I(MA has assisted the County with affordable housing projects that <br />include a mix of new construction, acquisition/rehabilitation, and work-out strategies for existing <br />projects experiencing operational difficulties. KMA conducts detailed pro forma analyses, advises on <br />recommended deal terms and structuring, and provides negotiating support to County staff. <br />KMA analyzes projects that are.financed with both 9%and 4% Low Income Housing Tax Credits and <br />conventional financing. In addition, the County has provided NSP1 and NSP 3 funds, tax-exempt bonds <br />that were secured by property tax increment housing set -aside funds, MHSA funds, and HOME funds. <br />WA assists in the negotiations process, quantifies the warranted local assistance to the project, and <br />prepares the public reports required by California Health and Safety Code Section 33433. KMA also <br />prepares HOME Underwriting and Subsidy Layering Reviews for projects that utilize HOME funds. <br />Keyser Marston Associates, Inc. Page 112 <br />