Laserfiche WebLink
. CITY OF SANTA ANA COMMUNITY DEVELOPMENT AGENCY - <br />AFFORDABLE HOUSIN G FINANCIAL, ANALYTICAL & ADVISORY SERVICES <br />Greg Soo-Hoo, <br />Senior Principal <br />Julie Romey <br />Senior Principal <br />Courtney Holt, <br />Senior Associate <br />Greg is a registered Municipal Advisor Principal with the Municipal <br />Securities Rulemaking Board (MSRB) and the U.S. Securities and <br />Exchange Commission (SEC). He has over 35 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 is a Senior Principal in the Los Angeles office who has over 20 <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 is a Senior Associate in the Los Angeles office who joined <br />KMA in 2017 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 />demographic studies, HOME Program policies and procedures, and <br />affordable housing monitoring and compliance review. <br />. . . . <br />IV.RELEVANT EXPERIENCE <br />A sample of similar services that KMA has provided to clients within the last five years is included <br />below: <br />County of San Bernardino -Affordable I-lousing Development Projects <br />Since 2013, KMA has been the County of Sail Bernardino's affordable housing and real estate <br />consultant. During this period, KMA 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 NSPl and NSP 3 funds, tax-exempt bon.ds <br />·that were secured by property tax increment housing set-aside funds, MHSA funds, and HOME funds. <br />kMA 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 th�t utilize HOME funds. <br />Keyser Marston Associates, Inc. Page I 12 <br />EXHIBIT 1