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CLA (Clifton LarsonAllen LLP) 2875 Michelle Dr v¢ &.0n. 300 rvine. CA 92606 rrryGiiilG'�i 714-978-13001 Iax714 918-7893 CLAconned cons March 12, 2021 Sergio Vidal, Assistant Director of Finance & Management Services Agency City of Santa Ana— Finance and Management Services Agency 20 Civic Center Plaza Santa Ana, CA 92701 Thank you for inviting CliftonlarsonAllen (CLA) to propose our services to the City of Santa Ana (City) for audit services for the fiscal years ending June 30, 2021. and 2022. We understand the City reserves the right to extend the contract for up to one additional one two-year term for a total of four years. CLA's extensive experience serving local governments in California and nationally— bolstered by our client -oriented philosophy— makes CLA the top qualified candidate to be your independent firm. The following are just a few differentiators offered for the City's consideration, Strong methodology and responsive timeline. In forming our overall audit approach, we have carefully reviewed the RFP and other information made available and considered our past experience performing similar won<for other local governments. In addition to our local government clients, we currently serve more than 4,150 governmental organizations nationally. From our work with you in the past, our staff understands your complexities not just from a compliance standpoint, but also from an operational point of view. We have developed a work plan that takes into consideration your unique needs as a governmental entity in the state of California. The work plan also minimizes the disruption of your staff and operations and provides a blueprint for timely delivery of your required reports. Experience auditing cities. Our Irvine office (legacy firm White Nelson Diehl Evans LLP) currently audits approximately 100 government entities an an annual basis including approximately 45 cities. WNDE served as the auditors for the City of Santa Ana for the period FY 201.6 to FY 2020. For a fresh perspective and to comply with the State of California requirements, we are proposing with a new engagement partner. CAFR assistance. We understand the City's desire to issue a CAFR and receive the Government Finance Officers Association (GFOA) certificate of achievement for excellence in financial reporting. Our team is comprised of individuals, dedicated to your engagement, with significant experience assisting governmental entities in receiving this award. We will work closely with the City to assist in your CAFR preparation and review of the GFOA checklist, to best position the City to receive this award. Verification Statements I, Daphnie Munoz, your engagement principal in charge, will serve as the primary contact person for this engagement. Furthermore, as principal of CLA, I am authorized to sign, bind, and commit the firm to the obligations contained in this proposal and the City's RFP. This proposal is valid for a period of 90 days following proposal deadline. We are eager to continue working with you and welcome the opportunity to present our proposal to the City's management team. If you have any questions about our offerings, please do not hesitate to call me directly. Sincerely, Clifton LarsonAllen LLP Daphnie Munoz, C A, Pri .ipal Direct 714-795-S474 l daphnie.munaz(g Llaconnect.corn „ r „ , r until 15 — 66 5/4/2021