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Proposal for Cannabis Management Services <br />for the City of Santa Ana <br />IV. EXPERIENCE AND RESOURCES <br />•r .-i <br />August 2, 2022 <br />Founded in 1983, HdL is a consortium of three companies established to maximize local <br />government revenues by providing audit, compliance, economic development, consulting <br />services and software products. Its audit and consulting services include sales, use and <br />transaction taxes, property taxes, transient occupancy taxes, and a Cannabis Management <br />Program. The firm also provides a variety of enterprise software processing tools for <br />business licensing, code enforcement, animal control, building permits and tracking/billing of <br />false alarms. HdL's systematic and coordinated approach to revenue management and <br />economic data analysis is currently being utilized by over 500 agencies in six states. The <br />firm currently serves 49 counties, 311 cities and 132 transactions tax districts in California. <br />HdL's key staff has extensive experience serving local government and many have previously <br />held positions in city management, finance, planning, economic development or revenue <br />collection. HdL is a Corporate Partner of the League of California Cities and California State <br />Association of Counties and works extensively with the County Auditor's Association of <br />California, California Society of Municipal Finance Officers (CSMFO) and California <br />Municipal Revenue and Tax Association (CMRTA) on anticipation and planning of programs <br />to strengthen local government revenues. <br />This close understanding of local government needs coupled with extensive databases <br />and advanced methodology provides for the most relevant, productive and responsive <br />revenue recovery; forecasting; and economic services available. <br />Our team of professionals has over 65 years of direct experience establishing and <br />implementing cannabis regulatory and taxation programs, including establishing land -use <br />regulations, permit processes, staffing plans, and cost recovery fees; structuring <br />cannabis business tax fees; regulatory compliance; financial audits; and law enforcement <br />training. Our team has conducted over 18,000 cannabis compliance inspections and <br />investigations in California, Colorado and Nevada. <br />Key Personnel <br />David McPherson, Compliance Director <br />David McPherson works with local agencies to prepare them to mitigate regulatory issues <br />surrounding Proposition 64 and SB 94. Prior to joining HdL, David served 28 years in local <br />government for the County of Orange and the cities of Newport Beach, San Jose and <br />Oakland. David's experience as a law enforcement officer, compliance auditor, and tax <br />administrator has provided him a wealth of experience that makes him uniquely qualified to <br />manage HdL's Cannabis Management Program. While working for the City of Oakland, he <br />became the first Tax Administrator in the country to successfully tax, regulate and audit <br />medical marijuana businesses. David has over 10 years of experience working with cannabis <br />regulatory programs. <br />HdL© Companies <br />