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W'WILLDAN FINANCIAL SERVICES June 19, 2025 Gabriela Lomeli Administrative Services Manager City of Santa Ana 20 Civic Center Plaza Santa Ana, California 92701 Re: Renewal Letter Proposal to Provide Levy Services for FY 2025/26 Dear Gabriela: Willdan Financial Services ("Willdan") is pleased to submit our renewal letter containing scope of services and fee schedule for District Administration Services for Fiscal Year 2025/26. Scope of Services Levy Services The following is our scope of services for district administration. All costs associated with annual administration are fully recoverable either through the Assessment levy or through payment by requestor for special services. As such, Willdan proposes to perform the following services, which will meet the needs of the City's annual administration for its Assessment Districts. Annual Administration Coordinate timely enrollment of assessments and assure quality by consistently applying the method of apportionment. The tasks include but not limited to the following: • Apportion Parcels - Willdan will receive from the City staff assigned to administer the District, information necessary to create the annual Special Assessment. City staff will approve the requirement for the current fiscal year and Willdan will apportion the Special Assessment to each parcel consistent with the method of apportionment. • Coordinate with Fiscal Agent - Willdan will help the City coordinate with the Fiscal Agent to review current debt service schedules and determine the amount needed to pay principal and interest on the outstanding bonds or calculate any capitalized interest for the bond year in question, where applicable. • Determine Administrative Fees - Willdan will help the City determine the amount needed to meet the anticipated administrative expenses for the current fiscal year. • Submit to Auditor-Willdan will prepare the annual levy in a format and media acceptable for direct submission to the County Auditor's office prior to the statutory deadline and will perform adjustments and corrections to rejected parcels by resubmitting the levies, as necessary. • Direct Billing-Willdan will coordinate the direct billing of certain parcels,as requested by the City, if the parcel is non-taxable pursuant to Orange County Taxability Code and is subject to the levy. • Apportionments - Willdan will facilitate the preparation of assessment apportionment applications, if necessary. Willdan will, in a timely manner and pursuant to the applicable statutory provisions, prepare assessment apportionments, which shall include: a) preparation of amended assessment diagrams; b) apportioning the assessment to divided parcels; c) preparation and delivery of the required notice to the original bond purchaser(s); d) recordation of required notice and amended assessment diagrams, e) preparation (if necessary) of required disclosure documents, as required by the Department of Real Estate (RE624 Forms). Services related to reapportionments shall be at the expense of the requesting party or placed on the tax bill. T 951.587.3500 • 800.755.6864 I F 951.587.3510 • 888.326.6864 127368 Via Industria,Suite 200,Temecula,CA 92590 I www.willdan.com