Fee Schedule
Hourly Fees. For consulting work not related to a specific financing transaction (e.g., bond issue), and for work on a specific financing transaction before counsel begins drafting financing documents (e.g., bond counsel drafting bond documents), CSG would work on an hourly fee basis, to be invoiced monthly detailing the work performed. Hourly rates by staff category are as follows:
CSG Hourly Fee Schedule
Staff Category CSG Personnel Hourly Rate*
Senior Strategic Advisor/Founding Principal Gene Slater $413 Principal Adam Cray, Scott Smith $375
Senior Vice President As needed $366
Vice President Joanie Monaghan $361
Senior Associate/Senior Financial Analyst As needed $320 Associate/Financial Analyst Emma Slonim $312
Junior Associate As needed $260
Administrative As needed $104
*Rates applicable through 2025. CSG’s rates are adjusted upward 3% annually at the beginning of each year, beginning on January 1, 2026.
Fixed Transactional Fees. For work on specific financing transactions after counsel begins drafting financing documents, CSG would work on a contingent, fixed-fee basis. CGS does not track hours for such fixed-fee components. Fixed fees by financing type and transaction size are as follows:
CSG Transaction-Based Fee Schedule
Financing Type Transaction Size/Fee Conditions Fixed Fees Tax Allocation Bonds,
Utility or Enterprise
Revenue Bonds, Lease
Revenue Bonds, and
Certificates of Participation
Under $10 million
$10 million to under $20 million
$20 million to under $30 million
$30 million to under $40million
$40 million to under $50 million
Above $50 million
$22,500
$28,500
$34,500
$39,500
$42,500
To be negotiated
Multifamily Bonds Same fee schedule as above except:
The fee is limited to $25,000 for a multifamily bond or note for a single project placed privately with a bank, using standard form documents previously approved by Anaheim.
The fee for a multifamily issue for a single project shall not exceed $35,000.
Assessment or Community
Facility Districts
Fee payable at formation of new assessment or community facility district (varies depending on complexity/effort) $10,000-$15,000
Additional fee payable at
bond closing based on
transaction size*
Under $10 million
$10 million to under $25 million
$25 million to under $35 million
$35 million to under $50 million
Above $50 million
$19,500-$25,000
$27,500
$34,500
$32,500
To be negotiated
Competitive Sale Additional $7,500-$12,000, depending on bond size and complexity, if bonds are sold competitively
* Assumes formation is completed within one year of initiation of work. Beyond one year, will negotiate additional fees depending on anticipated work effort. Also assumes all work to be paid from developer deposit.
Expenses. CSG would be reimbursed at cost for any transportation, meals, lodging, messenger delivery, and document production and reproduction required. Such expenses would be billed monthly.