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Clifton LarsonAllen LLP <br />CLAconnect.com <br />A. Cover Letter <br />February 29, 2024 <br />Alexander Trinidad, Assistant Director of Finance & Management Services <br />City of Santa Ana — Finance & Management Services <br />20 Civic Center Plaza <br />Santa Ana, CA 92701 <br />Thank you for inviting us to propose. We look forward to the opportunity to continue providing services to the City of <br />Santa Ana (the City). The enclosed proposal responds to your request for financial statement auditing services for the <br />fiscal years ending June 30, 2024, 2025, and 2026, with the option of auditing its financial statements for the two <br />subsequent fiscal years. CLA's extensive experience serving local governments in California and nationally— bolstered <br />by our client -oriented philosophy — makes CLA the top qualified candidate to be your independent firm. <br />The following are just a few differentiators offered for the City's consideration: <br />Industry -specialized insight and resources — As one of the nation's leading professional services firms, and one of <br />the largest firms who specialize in regulated industries, CLA has the experience and resources to assist the City <br />with their audit needs. In addition to your experienced local engagement team, the City will have access to one of <br />the country's largest and most knowledgeable pools of regulated industry resources. We are proposing a uniquely <br />structured engagement team to blend a fresh perspective while retaining historical knowledge to reduce the <br />burden on the City. <br />Strong methodology and responsive timeline — In forming our overall audit approach, we have carefully <br />reviewed the RFP and considered our experience performing similar work for other municipalities. Our local <br />government clients are included amongst the more than 4,200 governmental organizations we serve nationally. <br />Our staff understands your complexities not just from a compliance standpoint, but also from an operational <br />point of view. The work plan also minimizes the disruption of your staff and operations and provides a blueprint <br />for timely delivery of your required reports. <br />Communication and proactive leadership — The City will benefit from a high level of hands-on service from our <br />team's senior professionals. We can provide this level of service because, unlike other national firms, our <br />principal -to -staff ratio is similar to smaller firms — allowing our senior level professionals to be involved and <br />immediately available throughout the entire engagement process. Our approach helps members of the <br />engagement team stay abreast of key issues at the City and take an active role in addressing them. <br />Verification Statements <br />I, Kassie Radermacher, CPA, CFE, your engagement principal -in -charge, will serve as the City's primary contact person <br />for this engagement. Furthermore, as a principal of CLA, I am authorized to sign, bind, and commit the firm to the <br />obligations contained in this proposal and the City's RFP. This proposal is valid for a period of 180 days following the <br />proposal deadline. <br />We are eager to continue working with you and welcome the opportunity to present our proposal to the City's <br />management team. If you have any questions about our offerings, please do not hesitate to call me directly. <br />Sincerely, <br />CliftonLarsonAllen LLP <br />Kassie Radermacher, CPA, CFE <br />Principal <br />©2024 Clifton LarsonAllen LLP I ii <br />_Nb <br />