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5 - AGMT FOR HSG FIN ANALYSIS AND ADIVSORY SERV
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5 - AGMT FOR HSG FIN ANALYSIS AND ADIVSORY SERV
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5/7/2015 4:39:47 PM
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City Clerk
Doc Type
Agenda
Agency
Community Development
Item #
5
Date
4/7/2015
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CSG Advisors Incorporated January 28, 2015 <br /> Proposal: Housing Financial Analytical and Advisory Services Page 12 qf 25 <br /> to be lirnired to persons below 50% of median on projects totaling more than 600 units. We have also <br /> helped design pooled multifarnily refunding programs for groups of "allall and rnediurn sized diverse <br /> housirig projects in Washington State,Alarneda County and the City of Los Angeles. <br /> Personnel <br /> Team. CSUs 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 1.5 years experience working on development financing for <br /> public agencies. Fach has worked cxrensivcty on multi-family projects and both Gene and Scott have <br /> worked on numerous transactions for Santa Ana, <br /> This team approach assures: <br /> * full coverage for the City at all times ITorn knowledgeable senior professionak as back-up and <br /> inaddition to the Project Manager / Principal Agent in order to provide timely, substantive <br /> •espollse to any questions Or issues,. <br /> * in-depth, complementary expertise on all aspects of housing finance. because we have <br /> specialized it) housing finance for inany years, the individuals assembled bring extensive <br /> knowledge of each facet involved: housing bonds, pro forma feasibility, terns of city assistance, <br /> development planning, program design, tax credits, work with CDLAC, real estate iSSLICS, City <br /> funding, etc, <br /> Organization Chart <br /> Project Manager <br /> Principal Agent <br /> Gene Slater <br /> Chairman <br /> Support and Sul)I)ort and <br /> Specialized Assistance Specialized Assistance <br /> .............. , ---- <br /> Scott Smith John Hamilton <br /> Principal 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 /> C'SG Advisors <br /> I Post Street, Suite 2130 <br /> San Francisco, CA 94404 <br /> Phone: (415) 956-2454 <br /> l0solsxom <br />
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