CALIFORNIA, STATE OF, FRANCHISE TAX BOARD (2)

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City of Santa Ana EXHIBIT A SCOPE OF WORK Agreement # C1400229 This Agreement is entered into by and between the Franchise Tax Board, herein referred to as (FTB) and the City of Santa Ana, herein after referred to as the City. Purpose: This Agreement provides for FTB and the City to enter into a reciprocal agreement to exchange tax data specific to city business license information for tax administration purposes. By entering into a reciprocal agreement, each party agrees to bear its own costs of providing the data, and the City is precluded from obtaining reimbursement. Both parties will abide by the legal and confidential provisions of this Agreement. Exhibits A, C, D, E, F, and G, attached hereto and incorporated by reference herein, set forth additional terms to which the parties agree to be bound. No Federal Tax Information will be exchanged. Legal Authority: California Revenue and Taxation Code (R&TC) Section 19551.1 authorizes a reciprocal agreement for the exchange of specified tax information between a city and FTB. RUC Section 19551.5 mandates cities to provide city business licensing and tax information to FTB upon request. City Responsibilities: 1. The City agrees that the information provided by FTB will be used exclusively to administer the City's business tax program. The City agrees that information obtained under this Agreement will not be reproduced, published, sold, or released in original or in any other form for any purpose; and will only be accessed or used by City employees whose duties are to administer the City's business tax program. 3. The City agrees to provide FTB with tax information pursuant to Exhibit E, Format Specifications, which shall include but not be limited to the following: • Business or owner's name. • Business or residence address. • Federal employer identification number or social security number. • Ownership type. • North American Industry Classification Code or Standard Industry Classification Code. • Business start and cessation dates. • City Business Tax Number, to be assigned to the City by FTB. 4. The City agrees to extract and provide City data to FTB annually in June for each tax year that the Agreement is in place: June 2015, 2016, and 2017. If the Agreement is executed after June 30, 2015, the City will have 30 days after execution to provide FTB with the first year's data.