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City of Santa Ana Agreement #C0700137 <br />EXHIBIT A <br />SCOPE OF WORK <br />This Agreement is entered into by and between the Franchise Tax Board, herein referred to as <br />(FTB) and the City of Santa Ana, herein after referred to as the City. <br />Pursuant to Revenue and Taxation Code Section 19551.1, FTB will provide to the City, per <br />Exhibit F, the following records obtained from the FTB Taxpayer Information (TI) System <br />and Business Entity Tax System (BETS) files: <br />a. Taxpayer name <br />b. Taxpayer Address <br />c. Taxpayer Social Security Number or Federal Employee Identification Number <br />d. Principal Business Activity Code <br />2. The records will be extracted from information in the FTB files obtained from the 2007 tax <br />year. <br />3. The records will be identified by zip codes located within the jurisdictional boundaries of the <br />City. The identified records will be transmitted to the City in .txt format. <br />4. The records will be sent to the City project coordinator on an encrypted, password <br />protected CD -Rom (requires WinZip 9.0 or later) or via a secure electronic connection set <br />up by FTB per the request of the City. The 2007 data will be sent out twice during the year. <br />The first will be sent in June 2008 containing the most current filings to date. A second <br />extract will be sent in December 2008, complete with all 2007 filings to date. <br />5. The project coordinators during the term of this Agreement will be: <br />Franchise Tax Board <br />Erica Gonzales <br />Data Resources and Services <br />P.O. Box 1468, MS A -181 <br />Sacramento, CA 95812 -1468 <br />Phone: (916) 845 -6556 <br />Fax: (916) 855 -5695 <br />Direct signed Agreement to: <br />Franchise Tax Board <br />Business Acquisitions Unit <br />Attention: Roger Fisher <br />P.O. Box 2086, MS A -374 <br />Rancho Cordova, CA 95741 -2086 <br />Phone: (916) 845 -7408 <br />Fax: (916) 845 -9613 <br />City of Santa Ana <br />Christine Duarte <br />Treasury Manager <br />P.O. Box 1964, M -14 <br />Santa Ana, CA 92702 <br />Phone: (714) 647 -5446 <br />