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dta
<br />w .FinanceDTA.com
<br />Leni Zarate
<br />Vice President I LenicaFinanceDTA.com
<br />Project Role — Task Specialist
<br />SECTION II
<br />KEY PERSONNEL QUALIFICATIONS
<br />Leni Zarate, a Vice President, has an extensive background in special district
<br />formation and administration. She has created, formed, and administered
<br />special districts that include EIFDs, CFDs, Benefit Assessment/Infrastructure
<br />Districts, County/Community Service Areas, Landscaping and Lighting
<br />Districts ("LLDs"), Mello -Roos Bond Pool Districts, and ADS. Ms. Zarate has
<br />also supervised the annual enrollment of hundreds of special districts that
<br />include more than 800,000 parcels annually, formed more than 200
<br />financing districts, and assisted in the bond sale of approximately $520 million in local
<br />infrastructure and public safety improvements that promote economic development.
<br />Prior to joining DTA, Ms. Zarate served as the Special Districts Manager at Riverside County. She
<br />managed all aspects of the formation and administration of 72 County Service Areas
<br />(approximately 450,000 parcels) and 19 CFDs (approximately 150,000 parcels), including the
<br />preparation of Engineer's Reports, CFD Reports, RMAs, prepayment calculations, and Disclosure
<br />Reports pursuant to prescribed guidelines. Ms. Zarate also oversaw all aspects of the
<br />formation of County EIFDs, such as determining the applicable schedule, meeting the
<br />statutory deadlines of all tasks, developing Resolutions of Intention, and preparing mailings
<br />and Infrastructure Financing Plans ("IFPs"). In addition, she conducted each Public
<br />Financing Authority ('PFA7) meeting and filed all required documents with the State Board
<br />of Equalization, having completed the formation process of two EIFDs (the Temecula Valley
<br />Wine Country EIFD and Highway 74 Business Corridor), and continues to work on the formation
<br />of the Eastern Coachella Valley EIFD for the County of Riverside. Ms. Zarate is also working with
<br />the property owners along Alameda Boulevard for the formation of an EIFD for the LA Metro
<br />Corridor undergrounding project and a downtown EIFD for the City of Santa Rosa. Most
<br />recently, she is part of the DTA team engaged by the County of San Diego to provide EIFD
<br />consulting services.
<br />Ms. Zarate has outstanding success in building and maintaining relationships with public and
<br />private investors, key public leaders, community decision makers, various organizations, cities,
<br />counties, and other government agencies. She has served as a consultant for a variety of public
<br />municipalities, including the Riverside County Executive Office, Transportation Department,
<br />Office of Economic Development, and Flood Control and Water Conservation District, City of El
<br />Monte, Castaic Water District, City of Santa Ana, City of Riverside, County of San Diego, and Pinal
<br />County (AZ). Notably, Ms. Zarate has completed numerous training programs provided by PSMJ
<br />Resources, Inc., including those for A/E/C Project Management, Financial Management,
<br />Compensation Strategies, Leadership, and Best Management Practices.
<br />City of Santa Ana September 8, 2023
<br />Proposal for Consultant Services Related to the Evaluation of an EIFD and a CFD
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