Andrea Roess

Managing Director

Ms. Roess has a background in finance and public policy analyses. Since joining DTA in 1992, Ms. Roess has participated in all aspects of the formation and implementation of special finance districts to fund infrastructure and services. She has managed the formation of more than 300 land-secured financing districts, including several Property Assessed Clean Energy (“PACE”) programs. She also has expertise in the preparation of rate and fee studies, Fiscal Consultant Reports, and Fiscal Impact Reports. In addition, Ms. Roess established and manages DTA’s water and sewer practice and is a leader in the development of PACE programs.

Ms. Roess has utilized her computer skills to develop numerous state-of-the-art computer models that evaluate cash flows related to funding infrastructure and public services. This ability has enabled her to develop sophisticated bond structuring concepts for Community Facilities Districts (“CFDs”) and Assessment Districts (“ADs”) and complex fiscal impact and fee impact models. She has also prepared hundreds of Rates and Methods of Apportionment (“RMAs”) for CFDs and been involved in the development of escrow release formulas and bond pool financing structures. In addition, Ms. Roess has experience in the preparation of Public Facilities Financing Plans (“PFFPs”), water/sewer revenue bond analyses, and tax increment analyses. She is also the Project Manager in charge of annual special tax administration for more than 120 financing districts throughout California, Hawaii, and Nevada.

Ms. Roess holds an M.B.A. degree with a concentration in finance from San Francisco State University and a B.A. in psychology/public policy analysis from Pomona College.

Ms. Roess is also active in industry groups, including Women in Public Finance, the California Society of Municipal Finance Officers (“CSMFO”), and many others. In addition, Ms. Roess serves as the Treasurer of the Board of Directors for the Association of Women in Water, Energy, and Environment (“AWWEE”) and has participated on numerous panels and workshops related to public financing. She also holds a Series 50 license as a registered Municipal Advisor with the U.S. Securities and Exchange Commission (“SEC”) and Municipal Securities Rulemaking Board (“MSRB”) under rules promulgated following the Dodd Frank Act in 2010.

Phone: 800-969-4DTA
18201 Von Karman Avenue, Suite 220, Irvine, CA 92612