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C-1 SUMMARY SHEET <br />SUMMARY SHEET <br />Firm Name: HdL Coren & Cone <br />ATTACHMENT 4 <br />Firm Parent or Ownership: 7311/a ESOP (employee stock option program) owned; 27% partner owned. <br />Firm Address: 120 S State College Blvd #200 Brea, CA 92821 <br />Firm Telephone Number: 714 879-5000 <br />Firm Fax Number: 909 861-7726 <br />Number of Years in Existence: 28 years <br />Management Contact (person responsible for direct contact with the City of Santa Ana and <br />services required for this RFP): <br />Name: Paula Cone Title: President <br />Telephone Number: 714 879-5000 <br />Fax: 909 861-7726 <br />Email: pcone@hdlccpropertytax.com <br />Project Manager (Person responsible for day-to-day servicing of the account): <br />Name: Nichole Cane-Morishita Title: Vice -President <br />Telephone Number: 714 879-5000 <br />Fax: 909 861-7726 <br />Email: ncone@ hd lccpropertytax. cam <br />City of Santa Ana — Revenue Auditing, Recovery, Reporting, Analysis, and Legislative/State Agency <br />Liaison and Implementation Monitorng Services <br />Request for Proposals No. 20-126 <br />October 1, 2020 Page 21 <br />Page 14 <br />