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CSG Advisors Incorporated January 28, 2015 Proposal: Noising Financial Analytical and Advisory Services Page 3 of 25 1. Cover Letter January 28, 2015 Ms. Natalie Verlinich Housing Programs Analyst City of Santa Ana Community Development Agency 20 Civic Center Plaza Santa Ana, CA 92701 Re: RFQ 14.094 Dear Ms. Verlinich: We are very pleased to respond the request for Housing Financial Analytical and Advisory Financial Set-vices. We have worked continuously for the City on all its housing financings since 1985, for the last 30 years, and would be very pleased to be able to continue providing such services. CSG Advisors (CSO) brings an unparalleled combination of experience in housing development projects, bonds, real estate analysis, and financial strategy. This enables us not only to structure and implement specific financings on behalf of our clients, but also to assist agencies in developing strategies that lead to specific financings that implement specific agency goals. Nation's Leading Financial Advisor for Housing. We have been the leading financial advisor on housing in the United States for each year since 1982. CSO has advised on over 3,000 housing financings totaling over $76 billion. In the last 5 years we have advised on over $12 billion of housing bond issues. • California Housing Experience. We have worked for over 25 California local issuers since 1980 on all aspects of housing finance, including preservation, affordable development, rehabilitation (such as of the Minnie Street Neighborhood in Santa Ana) and use of CDBG, HOME, NSP, Inclusionary Housing funds and other resources. We have served as advisor on over 400 local multifamily bond issues. • Work for Santa Ana. We have assisted Santa Ana for almost 30 years on more than 25 projects and a wide range of housing issues and initiatives. In addition to serving as financial advisor of more $320 million of bond issues including most recently Thee Flower Terrace Project, we helped the City develop strategies to address Pine Street overcrowding and Minnie Street deterioration. Both of these programs were highly successful. • Independence. CSO Advisors acts solely as a financial advisor and does not underwrite bonds or other securities. Moreover we have only represented public agencies or non, profits in California, not private developers. We are always on the City's side of the table. • Programs and Strategies, Unlike many other financial advisors, CSO Advisors works equally on (a) housing bond issues (with a higher volume than any other firm in the country) and (b) designing and helping implement programs, project analyses, housing strategies and other consulting as described in the RFQ.