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CSG Advisors Incorporated <br />Proposal: Housing Financial Analytical and Advisory Services <br />January 28, 2015 <br />Page 12 of 25 <br />to be limited to persons below 50% of median on projects totaling more than 600 units. We have also <br />helped design pooled multifamily refunding programs for groups of small and medium sized diverse <br />housing projects in Washington State, Alameda County and the City of Los Angeles. <br />Personnel <br />Team. CSG "s team will be led by Gene Slater together with and assisted by >John Hamilton, Principal, <br />and Scott Smith, Principal. The work will be conducted out of our San Francisco office. <br />A key strength of our firm for our clients such as Santa Ana is the depth of senior personnel assigned. <br />Gene, John and Scott each have more than 15 years experience working on development financing for <br />public agencies. Each has worked extensively on multi - family projects and both Gene and Scott have <br />worked on numerous transactions for Santa Ana. <br />This team approach assures: <br />o full coverage for the City at all times from knowledgeable senior professionals as back -up and <br />inaddition to the Project Manager / Principal Agent in order to provide timely, substantive <br />response to any questions or issues,. <br />o in,depth, complementary expertise on all aspects of housing finance. Because we have <br />specialized in housing finance for many years, the individuals assembled bring extensive <br />knowledge of each facet involved: housing bonds, pro forma feasibility, terms of city assistance, <br />development planning, program design, tax credits, work with CDLAC, real estate issues, City <br />funding, etc. <br />Organization Chart <br />- <br />_ProjectManager/ <br />Principal Agent <br />Support and <br />Support and <br />Specialized Assistance <br />Specialized Assistance <br />ScottSmith <br />John Hamilton <br />Principal F '�'� - °" <br />. - - Principal <br />Project Manager /Principal Agent: Gene Slater. Gene is Chairman of CSG Advisors and has <br />advised the City since 1985. His contact information is as follows: <br />Gene Slater, Chairman <br />CSG Advisors <br />1 Pose Sweet, Suite 2130 <br />San Francisco, CA 94404 <br />Phone: (415) 956 -2454 <br />gs late r9csgadv iso i s. corn <br />25C -57 <br />