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City of Santa Ana RFP No. 24‐009 Page 13 of 63 Service Team Member Role Experience Daphnie Munoz, CPA Transition and Technical Resource Principal: ‐ Daphnie will assist the engagement team in year one as a transition principal. In this role Daphnie can provide historical information to lessen the burden on the City with a new audit team. In all years of the contract, Daphnie will serve as a technical resource principal for consultation on unusual transactions or circumstances. 25+ years Robert Perl, CPA Single audit engagement manager – Robert will act as the lead manager on the single audit engagement. In this role, he will assist the engagement director with planning the engagement and performing complex audit areas. Robert will perform a technical review of all work performed in the single audit and is responsible for the review of all required reports. 16+ years Rebecca Hoang, CPA Engagement manager – Rebecca will act as the lead manager on the City audit, all agreed upon procedures, Measure X examination, and preparation of the state controller’s report. In this role, she will assist the engagement principal and director with planning the engagements and performing complex audit areas. Rebecca will perform a technical review of all work performed and is responsible for the review of all required reports. 11+ years Stephen Coverstone, CPA Engagement senior – Stephen will act as the senior on the engagement. In this role, Stephen will be performing the fieldwork, supervising and reviewing the work of the staff accountants as the audit fieldwork is being performed and providing updates to the City staff. 5+ years Additional staff – We will assign additional staff to your engagement based on your needs and their experience providing services to similar clients. Our unique team – Our team has been uniquely designed to maximize quality and timing. Kassie Radermacher, CPA, CFE, Principal is responsible for the entire engagement and all scope of services. Tiffany Fung, CPA, Signing Director, is responsible for overseeing the enterprise fund audit work, all agreed‐upon procedures, measure x examination, and single audit. Tiffany will perform the technical review of these audit workpapers with Kassie Radermacher performing a high level review of the workpapers to decrease the time between performing the procedures and performing the top level review. On all scope of work for which Tiffany is not involved, Kassie will perform the technical review of all work and reports. City Council 21 – 73 5/7/2024