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H. Company Information Form Attachment 3 <br />ATTACHMENT 3 <br />COMPANY INFORMATION <br />HdL Caren & Cone <br />COMPANY <br />The Proposer will provide a profile of its organization. The Proposer may attach any additional <br />literature and product brochures. At a minimum, the Proposer shall provide the following <br />information: <br />1. Year established: 1992 <br />2. Business Organization Name: HdL Coren & Cane <br />3. Parent Company: N/A <br />4. Subsidiary Offering Service(s): N/A <br />5. Office Locations: 120 S. State College Blvd. Suite 200 <br />Brea, California 92821 <br />6. Serving Office for this Project: Brea, California <br />7. Services Available: Property tax data, analysis, audit, management reports, budget <br />forecasting tools and consultation, property tax web -based software, legislative analysis, <br />staff support and education, and annual meeting to review year to year changes in this <br />revenue sou rce. <br />8. Total Number of Employees: 11 <br />9. Product and Service History: HdL Caren & Cone has been providing these servivices to <br />local governments since 1992. Currently we are serving more than 250 cities and special <br />districts in California. <br />10. Number of Employees Focused on the Service Offerings): 9 <br />11. Number of Currently Active Signed Client Agreements: 251 <br />City of Santa Ana — Revenue Auditing, Recovery, Reporting, Analysis, and Legislative/State Agency <br />Liaison and Implementation Monitoring Services <br />Request for Proposals No. 20-126 Page 20 <br />October 7. 2020 <br />Page 140 <br />