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Consultant will not disclose any of CITY'S confidential, proprietary, or privileged information to any person or <br />party, unless CITY authorizes Consultant to do so, it is published or released by CITY, it becomes publicly known <br />or available other than through disclosure by Consultant, or disclosure is required by law, regulation or <br />professional standard. This confidentiality provision does not prohibit Consultant from disclosing CITY's <br />information to one or more of Consultant's affiliated companies in order to provide services that CITY has <br />requested from Consultant or from any such affiliated company. Any such affiliated company shall be subject <br />to the same restrictions on the use and disclosure of CITY's information as apply to Consultant. CITY also <br />consents to Consultant's disclosure of information regarding the nature of services Consultant provide to CITY <br />to another independent network member of CLA Global, for the limited purpose of complying with <br />professional obligations regarding independence and conflicts of interest. <br />The workpapers and files supporting the services Consultant perform are the sole and exclusive property of <br />Consultant and constitute confidential and proprietary information. Consultant does not provide access to its <br />workpapers and files to CITY or anyone else in the normal course of business. Unless required by law or <br />regulation to the contrary, Consultant retain its workpapers and files in accordance with its record retention <br />policy that typically provides for a retention period of seven years. After this period expires, Consultant's <br />workpapers and files will be destroyed. Furthermore, physical deterioration or catastrophic events may <br />shorten the time Consultant's records are available. The workpapers and files of Consultant are not a <br />substitute for CITY's records. <br />Pursuant to authority given by law, regulation or professional standards Consultant may be requested to make <br />certain workpapers and files available to a regulator for its regulatory oversight purposes. Consultant will notify <br />CITY of any such request, if permitted by law. Access to the requested workpapers and files will be provided to <br />the regulator under the supervision of Consultant personnel and at a location designated by Consultant. <br />Furthermore, upon request, Consultant may provide copies of selected workpapers and files to such regulator. <br />The regulator may intend, or decide, to distribute the copies or information contained therein to others, <br />including other governmental agencies. <br />Consultant may, at times, utilize external web applications to receive and process information from its clients; <br />however, any sensitive data, including protected health information and personally identifiable information, <br />must be redacted by CITY to the maximum extent possible prior to uploading the document or file. In the event <br />that CITY is unable to remove or obscure all sensitive data, please contact Consultant to discuss other potential <br />options for transmitting the document or file. <br />Consultant and certain owners of Consultant are licensed by the California State Board of Accountancy. <br />However, Consultant has owners not licensed by the California State Board of Accountancy who may provide <br />services under this Agreement. If CITY has any questions regarding licensure of the personnel performing <br />services under this Agreement, please do not hesitate to contact Consultant. <br />Consultant regularly aggregates anonymized client data and perform a variety of analyses using that <br />aggregated data. Some of these analyses are published to clients or released publicly. However, Consultant is <br />always careful to preserve the confidentiality of the separate information that Consultant obtains from each <br />client, as required by the AICPA Code of Professional Conduct and various laws. CITY's acceptance of this <br />Agreement will serve as CITY's consent to Consultant's use of anonymized data in performing and reporting on <br />these cost comparison, performance indicator and/or benchmarking analyses. <br />Consultant may, at times, use third -party software applications to perform services under this Agreement. CITY <br />acknowledges the software Consultant may have access to its data. <br />City of Santa Ana RFP No. 24-009 Page 8 of 63 <br />