Item 24 - Approve Agreement with HdL Coren & Cone

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LETTER OF TRANSMITTAL HdL°Goren & Cone October 30, 2020 City of Santa Ana Finance & Management Services Agency 20 Civic Center Plaza, 1st Floor Santa Ana, CA 92701 Attn: Management Analyst, Alex Gutierrez RE: RFP #20-126 In response to the recent Request for Proposals, enclosed is our firm's proposal to provide property tax revenue auditing, recovery, reporting analysis and legislative/state agency liaison and implementation monitoring services. Founded in 1992, HdL Coren & Cone (HdLCC) developed the first computer software system in California for tracking property tax revenues for counties, cities, and special. The company was the first in the state to go beyond using parcel data for allocation audits by developing specialized reports and models to assist government agencies by using the data for parcel administration, focused economic development strategies and revenue projections. The corporation is owned by its employees and the major stockholder that manage the firm. The staff consists of 11 highly qualified analysts, auditors and information systems technology professionals. HdLCC currently provides ongoing services to more than 250 California agencies. The company maintains annual property tax records for Orange County back to 1991. HdLCC's experienced team has worked with key county staff and is thoroughly familiar with county property tax procedures. Specific advantages that HdLCC possesses to perform the services being sought by Santa Ana include: • HdLCC maintains property tax data for 45 California counties, including all agencies in those counties. The size of the database plus a sophisticated computer system uniquely qualifies HdLCC to provide the most comprehensive property tax analysis available in California. • HdLCC's audit team has developed specialized databases and audit techniques and is thoroughly familiar with the County of Orange. This familiarity, and Page 1 1