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HomeMy WebLinkAboutResolution No. 13-7405RESOLUTION NO. 13-7405 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DOWNEY APPROVING A RATE ADJUSTMENT FOR SOLID WASTE SERVICES PROVIDED BY CALMET SERVICES TO RESIDENTIAL AND COMMERCIAL CUSTOMERS WHEREAS, the City of Downey has previously entered into a Solid Waste Handling Services Agreement with CaIMet Services, Incorporated, dated September 13, 2005 for refuse collection service; and, WHEREAS, the City of Downey has also entered into a First Amendment to Solid Waste Handling Agreement with CaIMet Services, Incorporated, dated March 24, 2009; and, WHEREAS, pursuant to the Solid Waste Handling Services Agreement and First Amendment to Solid Waste Handling Agreement, CaIMet Services may request a rate adjustment once a year based on a Disposal/Processing Component and Service Component formula approved by the City Council; and, NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF DOWNEY DOES HEREBY RESOLVE AS FOLLOWS: SECTION I. Pursuant to the provisions of said agreement and amendment, the City Council hereby approves the foI Bowing solid waste rate schedule for collection, removal, and disposal of garbage, recyclables, rubbish, and other refuse matter within the City by CaIMet Services, Inc. RESIDENTIAL SERVICES Categories Current Rate Per Month $15.73 $15.05 $3.42 $3.42 (1.65)$ Current Rate Per Pickup $20.52 $13.67 $10.94 $27.38 Proposed Rate Per Month Single Family Multiple Family (2-4 units Extra Trash Container Extra Greenwaste Container Discount for Small Barrel Proposed Rate Per Pickup Contamination Charge Extra Pick-up - Trash Extra Pick-u Green Waste Temporary Container 22.52 15.01 12.01 30.06 RESOLUTION NO. 13-7405 PAGE 2 MULTI-FAMILY COMMERCIAL BIN SERVICE FOR RECYCLING CURRENT Bin Size or Service NUMBER OF PICKUPS PER WEEK / BILLED MONTHLY Extra Pickup Per Occasion 1 yd 2 yd 3 yd 4 yd Roll-out Service Bin Lock Service 1 47.93 59.92 71.90 83.47 34.44 34.44 2 $ 71.90 $ 95.85 $ 119.82 $ 144.19 $ 68.88 $ 68.88 3 $ 95.85 $ 131.81 $ 167.75 $ 203.81 $ 103.32 $ 103.32 4 $ 119.82 $ 167.75 $ 215.69 $ 263.44 $ 137.76 $ 137.76 5 $ 143.79 $ 203.70 $ 263.62 $ 324.15 $ 172.20 $ 172.20 6 167.75 $ 239.64 $ 311.55 $ 383.77 $ 206.64 $ 206.64 48.23 55.11 62.01 68.90 7.95 7.95 PROPOSED Bin Size or Service NUMBER OF PICKUPS PER WEEK / BILLED MONTHLY Extra Pickup Per Occasion $52.66 $60.17 67.70$ $75.23 $8.68 $8.68 1 yd 2 yd 3 yd 4 yd Roll-out Service Bin Lock Service 1 52.33 65.42 78.50 91.13 37.60 37.60 2 $ 78.50 $ 104.65 $ 130.82 $ 157.43 $ 75.20 $ 75.20 3 $ 104.65 $ 143.91 $ 183.15 $ 222.52 $ 112.80 $ 112.80 4 $ 130.82 $ 183.15 $ 235.49 $ 287.62 $ 150.41 $ 150.41 5 $ 156.99 $ 222.40 $ 287.82 $ 353.91 $ 188.01 $ 188.01 6 $ 183.15 $ 261.64 $ 340.15 $ 419.00 $ 225.61 $ 225.61 RESOLUTION NO. 13-7405 PAGE 3 MULTI-FAMILY COMMERCIAL BIN SERVICE FOR TRASH CURRENT Bin Size or Service NUMBER OF PICKUPS PER WEEK / BILLED MONTHLY Extra Pickup Per Occasion $48.23 $55.11 $62.01 $68.90 $75.80 $82.69 $7.95 $7.95 1 yd 2 yd 3 yd 4 yd 5 yd 6 yd Roll-out Service Bin Lock Service 1 $ 68.90 $ 86.12 S l03.36 $ 120.57 $ 137.80 $ 155.02 $ 34.44 $ 34.44 2 124.02 148.13 172.27 196.37 220.48 244.61 68.88 68.88 3 $ 179.13 $ 210.14 $ 241.15 $ 272.16 $ 303.17 $ 334.17 $ 103.32 $ 103.32 4 $ 234.26 $ 272.16 $ 310.06 $ 347.94 $ 385.83 $ 423.74 $ 137.76 $ 137.76 5 $ 289.39 $ 334.17 $ 378.97 $ 423.73 $ 468.52 513.31 $ 172.20 172.20 6 $ 399.61 $ 485.19 $ 516.77 $ 575.32 $ 633.88 $ 740.68 $ 206.64 $ 206.64 PROPOSED Bin Size or Service NUMBER OF PICKUPS PER WEEK / BILLED MONTHLY Extra Pickup Per Occasion $52.66 $60.17 $67.70 $75.23 $82.76 $90.28 $8.68 $8.68 1 yd 2 yd 3 yd 4 yd 5 yd 6 yd Roll-out Service Bin Lock Service 1 $ 75.23 $ 94.03 $ 112.85 $ 131.64 $ 150.45 $ 169.25 $ 37.60 $ 37.60 2 $ 135.41 $ 161.73 $ 188.08 $ 214.40 $ 240.72 $ 267.07 $ 75.20 $ 75.20 3 $ 195.57 $ 229.43 $ 263.29 $ 297.14 $ 331.00 $ 364.85 $ 112.80 $ 112.80 4 $ 255.77 $ 297.14 $ 338.52 $ 379.88 $ 421.25 $ 462.64 $ 150.41 $ 150.41 5 $ 315.96 $ 364.85 $ 413.76 $ 462.63 $ 511.53 $ 560.43 $ 188.01 $ 188.01 6 $ 436.29 $ 529.73 $ 564.21 $ 628.13 $ 692.07 $ 808.67 $ 225.61 $ 225.61 F\ nov 1= V 1 1 VW IN V• I O = 1 nW PAGE 4 COMMERCIAL BIN SERVICE CURRENT Bin Size or Service NUMBER OF PICKUPS PER WEEK / BILLED MONTHLY Extra Pickup Per Occasion $48.23 $55.11 $62.01 $68.90 $75.80 $82.69 $7.95 $7.95 2 133.67 157.78 181.91 206.01 230.13 254.25 68.88 68.88 4 $ 243.91 $ 281.81 $ 319.71 $ 357.59 $ 395.47 $ 433.38 $ 137.76 $ 137.76 5 $ 299.03 $ 343.81 $ 388.61 $ 433.38 $ 478.16 $ 522.95 $ 172.20 $ 172.20 6 $ 409.26 $ 467.82 $ 526.39 $ 584.96 $ 643.53 $ 702.09 $ 206.64 $ 206.64 r d1 r d2 3 yd 4 yd r d5 6 yd Roll-out Service Bin Lock Service 1 $ 78.54 $ 95.77 $ 113.01 $ 130.22 $ 147.45 $ 164.66 $ 34.44 $ 34.44 3 $ 188.78 $ 219.80 $ 250.81 $ 281.81 $ 312.81 $ 343.81 $ 103.32 $ 103.32 PROPOSED Bin Size or Service NUMBER OF PICKUPS PER WEEK / BILLED MONTHLY Extra Pickup Per Occasion $52.66 $60.17 $67.70 $75.23 $82.76 $90.28 $8.68 $8.68 1 yd 2 yd 3 yd 4 yd 5 yd 6 yd Roll-out Service Bin Lock Service 1 $ 85.75 $ 104.56 $ 123.38 $ 142.17 $ 160.99 $ 179.78 $ 37.60 $ 37.60 2 $ 145.94 $ 172.26 $ 198.61 $ 224.92 $ 251.26 $ 277.59 $ 75.20 $ 75.20 3 $ 206.11 $ 239.98 $ 273.83 $ 307.68 $ 341.53 $ 375.37 $ 112.80 $ 112.80 4 $ 266.30 $ 307.68 $ 349.06 $ 390.42 $ 431.77 $ 473.16 $ 150.41 $ 150.41 5 $ 326.48 $ 375.37 $ 424.28 $ 473.16 $ 522.06 $ 570.96 $ 188.01 $ 188.01 6 $ 446.83 $ 510.77 $ 574.71 $ 638.66 $ 702.61 $ 766.54 $ 225.61 $ 225.61 SECTION 2. The said solid waste collection fees shall be effective from April 1, 2013 to March 31, 2014. SECTION 3. The City Clerk shall certify to the adoption of this Resolution and provide for appropriate distribution thereof. APPROVED AND ADOPTED this ATTES RESOLUTION NO. 13-7405 PAGE 5 I HEREBY CERTIFY that the foregoing Resolution was adopted by the City Council of the City of Downey at a regular meeting held on the 26tF1 day of March 2013, by the following vote, to wit: AYES: NOES: ABSTAIN : ABSENT: Council Members: Council Members: Council Members: Council Members: Brossmer, Marquez, Saab, Vasquez, Mayor Guerra None None None di,yIitASKX-aTJIMNEZ,IIm STATE OF CALIFORNIA STANDARD AGREEMENT STD 213 (Rev 06/03) AGREEMENT NUMBER C12001 11 REGISTRATION NUMBER 1.This Agreement is entered into between the State Agency and the Contractor named below: STATE AGENCY'S NAME Franchise Tax Board CONTRACTOR'S NAME City of Downey The term of this Agreement is: June 1, 2013 through December 31, 2015 The maximum amount $ 0.00 of this Agreement is: NON-FINANCIAL AGREEMENT The parties agree to comply with the terms and conditions of the following exhibits, which are by this reference made a part of the Agreement. 2. 3. 4. 3 pages GTC61 O 3 pages 2 pages 1 page 1 page Items shown with an Asterisk (*), are hereby incorporated by reference and made part of this agreement as if attached hereto These documents can be viewed at www.DIS.dRS.ca.gov/Standard+Language/default.htm IN WITNESS WHEREOF, this Agreement has been executed by the parties hereto. Exhibit A - Scope of Work Exhibit C* – General Terms and Conditions Exhibit D - Special Terms and Conditions Exhibit E - City Record Layout Specifications Exhibit F - FTB Record Layout Specifications Exhibit G - Confidentiality Statement CONTRACTOR CONTRACTOR'S NAME Of oMer than an individual, state whether a corporation,) ,iT City of DowneFR““”9n\=/7% / /WC bLEd/rl/a/z Cz_ PRINTE R N/WtE tAJb/ \ A Cic /-i bL;a:EA ADDRESS 11111 Brookshire Blvd., Downey, CA 90241 California Department of General Services Use Only DATE SI(iN ED (Do noityb=) .q f -> +/,3 ) V k/x STATE OF CALIFORNIA AGENCY NAME Franchise Tax Board BY (Authorized Signature) A PRINTED NAME AND TITLE OF PERSON SIGNING Lisa Garrison, Chief Financial Officer ADDRESS DATE SIGNED (Do not type) [B Exempt per:SCM 1 - 4.04.A.2.5 P.O. Box 2086, Rancho Cordova, CA 95741-2086 City of Downey Agreement # C12001 11 EXHIBIT A SCOPE OF WORK This Agreement is entered into by and between the Franchise Tax Board, herein referred to as (FTB) and the City of Downey, herein after referred to as the City. Purpose: This Agreement allows 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 city business tax and income tax information between a city and FTB. R&TC Section 19551.5 mandates cities to provide city business tax data 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. 2. 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 only accessed by City employees. 3. The City agrees to provide FTB with tax information pursuant to Exhibit E, Format Specifications, which shall include but is not limited to the following: • • • Business or owner’s name Business or residence address Federal employer identification number or social security number. North American Industry Classification Code or Standard Industry Classification Code. 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 2013, 2014, and 2015. If the Agreement is executed after June 30, 2013, the City has 30 days after execution to provide FTB with the first year’s data. 5. The City agrees to submit the records electronically to FTB using FTB's Secure Web Internet File Transfer (SWIFT) system. 6. The City agrees to submit the records to FTB in ASCII fixed length format, .txt, per the Format Specifications, Exhibit E. City of Downey Agreement # C12001 11 EXHIBIT A SCOPE OF WORK (continued) 7. The City agrees to resubmit data in the event data is initially submitted with errors. The resubmission of data must be within 30 days of notification. If data is not submitted accurately and timely, the City forfeits its rights to FTB data for that year. 8. The City agrees that each City employee having access to FTB data shall sign a FTB 712, Confidentiality Statement (Exhibit G). The signed statement is to be retained by the City and produced to FTB upon request, 9. The City agrees to submit to FTB a completed Safeguard Review Questionnaire prior to receiving FTB data. The Safeguard Review Questionnaire is valid for the duration of the Agreement. 10. The City agrees to provide a copy of the resolution, order, motion, or ordinance of the local governing body, authorizing the execution of the Agreement. FTB Responsibilities: 1. FTB agrees that information provided by the City will be used for tax administration and non-tax programs that FTB administers and may be shared with other state/federal agencies as authorized by law 2. FTB 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. 3. FTB agrees to provide the City data extracted from the Taxpayer Information (Tl) and Business Entities Tax System (BETS). FTB will provide the City records for taxpayers within the city’s jurisdiction who indicate a business on their personal or corporation income tax return. The Record Layout, Exhibit F (FTB 909A) shall include, but is not limited to: • Taxpayer name • Taxpayer address • Taxpayer social security number or federal employer identification number • Principal Business Activity code 4. FTB agrees to match the data provided by the City using the social security number or federal employer identification number against FTB’s data with a yes or no indicator on the Record Layout, Exhibit F (FTB 909A). The first year’s data match is at the discretion of FTB and will be based on when the data is received and processed. 5.FTB agrees to provide the City an annual extraction in December 2013 for tax year 2012, December 2014 for tax year 2013, and December 2015 for tax year 2014 via SWIFT. 6. FTB agrees to register the City for a SWIFT account, allowing for the secure electronic transmission of data City of Downey Agreement # C12001 11 EXHIBIT A SCOPE OF WORK (continued) 7. FTB agrees to provide the City a unique City Business Tax Number to be used for reporting purposes only 8. FTB agrees to allow the City to resubmit data within 30 days of notification, in the event data is initially submitted with errors. Project Coordinators: The project coordinators during the term of this Agreement will be: Franchise Tax Board Cathy McCollum Data Resources and Services Unit P.O. Box 1468, Mailstop A181 Sacramento, CA 95812-1468 Phone: (916) 845-4431 Fax: (916) 843-5899 Email: LocaIGovtLiaison@ftb.ca.qov City of Downey Anil Gandhy Acting Director of Finance 11111 Brookshire Blvd. Downey, CA 90241 Phone: (562) 904-7265 Email: aqandhy©2downeyca.org Return executed agreement to: Franchise Tax Board Tracey Mollow Business Acquisitions Unit P.O. Box 2086, Mailstop A-374 Rancho Cordova. CA 95741-2086 Phone: (916) 845-5193 Fax: (916) 845-3599 City of Downey Agreement # C12001 11 EXHIBIT D SPECIAL TERMS AND CONDITIONS 1. DATA OWNERSHIP: The classified confidential tax information being provided to the City under this Agreement remains the exclusive property of FTB. The City shall have the right to use and process the disclosed information for the purposes stated in this Agreement, which right shall be revoked and terminated immediately upon completion of this Agreement. 2. STATEMENT OF CONFIDENTIALITY: The Franchise Tax Board has tax return information and other data in its custody, which is confidential data. Unauthorized inspection or disclosure of state tax return information or other confidential data is a misdemeanor (Revenue and Taxation Code Section 19542 and 19542.1 ). 3 USE OF INFORMATION: The City and FTB agree that the information furnished or secured pursuant to this Agreement shall be used solely for the purposes described by this Agreement. The information obtained by FTB shall be used for tax administration and nontax programs that FTB administers and may be shared with other state/federal agencies as authorized by law. The City and FTB further agree that information obtained under this Agreement will not be reproduced, published, sold, or released in original or in any other form for any purpose other than identified in this Agreement or as authorized by law. 4 EMPLOYEE ACCESS TO INFORMATION: Both FTB and the City agree that the information obtained will be kept in the strictest confidence and shall make information available to its own employees only on a "need to know" basis. The “need to know" standard is met by authorized employees who need information to perform their official duties in connection with the uses of the information authorized by this Agreement. Both parties recognize their responsibilities to protect the confidentiality of this information as provided by law and ensure such information is disclosed only to those individuals and of such purpose, as authorized by the Revenue and Taxation Code. 5 DISCLOSURE OF CONFIDENTIAL INFORMATION: Any unwarranted disclosure or use of state tax return information or any willful unauthorized inspection of the return information is an act punishable as a misdemeanor. Inspection is defined to mean any examination of confidential information. No one other than authorized employees may access, use, view, or manipulate the data being transmitted to the City under this Agreement. The City, in recognizing the confidentiality of state tax return information, agrees to take all appropriate precautions to protect from unauthorized disclosure of the confidential information obtained pursuant to this Agreement. The City will conduct oversight of its users with access to the confidential information provided under this Agreement, and will promptly notify FTB of any suspected violations of security or confidentiality by its users. The City and each of the City’s employees who may have access to the confidential data of FTB will be required to sign a Confidentiality Statement, Exhibit G (FTB 712), attesting to the fact that he/she is aware of the confidential data and the penalties for unauthorized disclosure thereof. The signed statement shall be retained by the City and furnished to FTB upon request. City of Downey Agreement # C12001 11 EXHIBIT D SPECIAL TERMS AND CONDITIONS (continued) 6 PROTECTING CONFIDENTIAL INFORMATION/ INCIDENT REPORTING: Both agencies, in recognizing the confidentiality of information exchanged, agree to take all appropriate precautions to protect the confidential information obtained pursuant to this Agreement from unauthorized disclosure. Both agencies will conduct oversight of its users with access to the confidential information provided under this Agreement, and will immediately notify the FTB's Information Security Audit Unit (SecuritvAuditMail©}ftb.ca.gov) of any unauthorized or suspected unauthorized accesses; uses and/or disclosures (incidents). For purposes of this section, immediately is defined within 24 hours of the discovery of the breach. The notification must describe the incident in detail and identify responsible personnel (name, title, and contact information). The agency with an incident will comply with the incident reporting requirements in accordance with Civil Code Section 1798.29 and SAM Chapter 5300 to facilitate the required reporting to the taxpayers or state oversight agencies. 7 INFORMATION SECURITY: Information security is defined as the preservation of the confidentiality, integrity, availability, authenticity, and utility of information. A secure environment is required to protect the confidential information obtained from FTB pursuant to this Agreement. The City will store information so that it is physically secure from unauthorized access. The records received by the City will be securely maintained and accessible only by employees of the city business license program who are committed to protect the data from unauthorized access, use, and disclosure. 8. CLOUD COMPUTING ENVIRONMENT: A Cloud Computing Environment cannot be used to receive, transmit, store or process FTB’s confidential data. 9 DESTRUCTION OF RECORDS: All records received by the City from FTB and any database(s) created, copies made, or files attributed to the records received will be destroyed within three years of receipt. The records shall be destructed in a manner to be deemed unusable or unreadable and to the extent that an individual record can no longer be reasonably ascertained. FTB will destroy City data in accordance with the Department's data retention policies. 10. INDEMNIFICATION: Both parties agree to indemnify, defend, and save harmless each other, its officers, agents, and employees from any and all claims and losses accruing or resulting from any breach of confidentiality by either party and/or its employees. 11 SETTLEMENT OF DISPUTES: in the event of a dispute, the City shall file a "Notice of Dispute” with the Chief Financial Officer of the Franchise Tax Board within ten (10) days of discovery of the problem. Within ten (10) days, the Chief Financial Officer or his/her designee shall meet with the City and the FTB contact for purposes of resolving the dispute. The decision of the Chief Financial Officer shall be final City of Downey Agreement # C12001 11 EXHIBIT D SPECIAL TERMS AND CONDITIONS (continued) 12 SAFEGUARD REVIEW QUESTIONNAIRE AND REVIEW: Prior to sending data to the City, FTB requires the City to submit a Safeguard Review Questionnaire (FTB 7484) certifying the protection and confidentiality of FTB data. The FTB retains the right to conduct an on-site safeguard review of the City. The City will be provided a minimum of seven (7) days’ notice prior to an on-site safeguard review being conducted by the FTB Disclosure Office. The on-site safeguard review will examine the adequacy of information security controls established by the City in compliance with the confidentiality requirements pursuant to this Agreement. The City will take appropriate disciplinary actions against any user determined to have violated security or confidentiality requirements. 13. LIMITED WARRANTY: Either party does not warrant or represent the accuracy or content of the material available through this Agreement, and expressly disclaims any express or implied warranty, including any implied warranty of fitness for a specific purpose. 14 CANCELLATION: Either party may terminate this Agreement, in writing for any reason, upon thirty days’ (30) prior written notice. This Agreement may be terminated by either party in the event of any breach of the terms of this Agreement. Both parties agree that in the event of a breach to the terms of this Agreement, it shall destroy all records and any databases created, copies made, or files attributed to the records received. The records shall be destructed in a manner to be deemed unusable or unreadable and to the extent that an individual record can no longer be reasonably ascertained, upon destruction. 15 NO THIRD PARTY LIABILITY: Nothing contained in this Agreement or otherwise shall create any contractual relation between either party and any other party, and no party shall relieve the City or FTB of its responsibilities and obligations hereunder. Both parties agree to be fully responsible for the acts and omissions of its third parties and of persons either directly or indirectly employed by any of them as it is for the acts and omissions of persons directly employed by the City or FTB. Both parties shall have no obligation to pay or to see the payment of any monies to any party or persons either directly or indirectly employed by the City or FTB. 16. EARLY TERMINATION CLAUSE: in the event that Revenue & Taxation Code 19551.1 and 19551.5 are not amended before the sunset date of December 31, 2013, this Agreement will be terminated effective that date City of Downey Agreement # C12001 11 EXHIBIT E CITY RECORD FORMAT SPECIFICATIONS Data Element Name Start Pos. 1 End Field Usage pos. SizerEnT Description MBm (SSN) WI IS provided. Fill unused field with blanks. FEDERAL EMPLOYER ID NUMBER (FEIN) 10 18 9 AN Must be present unless SSN is provided. Fill unused field with blanks. OWNERSHIP TYPE 19 19 1 AN Must be present: S = Sole Proprietorship P = Partnership C = Corporation T ; Trust L = Limited Liability Company OWNER’S LAST NAME 20 34 1 5 AN Must be present if Ownership Type in position 19 = S. OWNER’S FIRST NAME 35 45 1 1 AN Must be present if Ownership Type in position 19 = S. OWNER'S MIDDLE INITIAL 46 47 46 86 1 40 AN AN May be left blank. BUSINESS NAME Enter if business is operating under a fictitious name (Doing Business As (DBA)). BUSINESS ADDRESS NUMBER AND STREET 87 126 40 AN Address of the business location or the residence of the owner if sole proprietorship. CITY 127 167 169 166 168 177 40 2 9 A A AN Must be present. STATE ZIP CODE Enter standard state abbreviation. Enter the five- or nine-digit ZIP Code assigned by the U.S. Postal Service. If only the first five-digits are known, left-justify information and fill the unused fields with blanks. BUSINESS START DATE 178 185 8 N Enter the eight-digit date (MMDDYYYY). Zero fill if not known . BUSINESS CEASE DATE 186 1 93 8 N Enter the eight-digit date (MMDDYYYY) if out of business. Zero fill if not known or still in business. CITY BUSINESS TAX 194 196 3 N Enter three-digit number assigned City of Downey Agreement # C12001 11 EXHIBIT E CITY RECORD FORMAT SPECIFICATIONS Data Element Name Start Pos. 1 End Field Usage Pos. Size 9 9 AN Description SOCIAL SECURITY NUMBER (SSN) Must be present unless FEIN is provided. Fill unused field with blanks. FEDERAL EMPLOYER ID NUMBER (FEIN) 10 18 9 AN Must be present unless SSN is provided. Fill unused field with blanks. OWNERSHIP TYPE 19 19 1 AN Must be present: S = Sole Proprietorship P = Partnership C = Corporation T = Trust L = Limited Liability Company OWNER’S LAST NAME 20 35 46 47 34 1 5 AN AN AN AN Must be present if Ownership Type in position 19 = S. OWNER’S FIRST NAME 45 1 1 Must be present if Ownership Type in position 19 = S. OWNER'S MIDDLE INITIAL 46 1 86 40 May be left blank. BUSINESS NAME Enter if business is operating under a fictitious name (Doing Business As (DBA)). BUSINESS ADDRESS NUMBER AND STREET 87 126 40 AN Address of the business location or the residence of the owner if sole proprietorship. CITY 127 167 169 166 168 177 40 2 9 A A AN Must be present. STATE ZIP CODE Enter standard state abbreviation. Enter the five- or nine-digit ZIP Code assigned by the U.S. Posta Service. If only the first five-digits are known, left-justify information and fill the unused fields with blanks. BUSINESS START DATE 178 185 8 N Enter the eight-digit date (MMDDYYYY). Zero fill if not known. BUSINESS CEASE DATE 186 1 93 8 N Enter the eight-digit date (MMDDYYYY) if out of business. Zero fill if not known or still in business. CITY BUSINESS TAX 194 1 96 3 N Enter three-digit number assigned City of Downey NUMBER Agreement # C12001 11 by FTB. NORTH AMERICAN INDUSTRY CLASSIFICATION SYSTEM (NAICS) 197 202 6 N Enter the six-digit NAICS code. Fill unused fields with zeros. STANDARD INDUSTRIAL CLASSIFICATION (SIC) 203 206 4 N Enter the 2-4 digit SIC code. Left justify (example 99 will be 9900). Fill unused fields with zeros. TOTAL RECORD LENGTH 206 City of Downey Agreement # C12001 11 EXHIBIT F FRANCHISE TAX BOARD RECORD LAYOUT SPECIFICATIONS Field Name Length Start Pos. 1 Description ENTITY TYPE 1 'P” – personal income tax record; “B“ – business entity tax record. SSN or FEIN 9 2 For "P” records, primary taxpayer’s social security number; For "B“ records, federal employer identification number. For “P” records, the primary taxpayer’s last name; For “B“ records, business name. For "P" records ONLY. LAST NAME 40 11 FIRST NAME MIDDLE INITIAL SPOUSE SSN SPOUSE LAST NAME 11 51 1 62 For “P” records ONLY. 9 63 For "P” records filed with a joint return. 17 72 For “P” records filed with a joint return. SPOUSE FIRST NAME SPOUSE MIDDLE INITIAL PBA CODE ADDRESS NUMBER PRE-DIRECTIONAL DIRECTOR 11 1 6 10 2 89 100 101 107 117 For “P” records filed with a joint return For "P” records filed with a joint return. Principal Business Activity code. Postal Service term (i.e., N, S, E, W, NE, NW, SE, SW). STREET NAME STREET SUFFIX POST-DIRECTIONAL INDICATOR 28 4 2 4 10 13 2 5 119 147 151 e.g., ST, WAY, HWY, BLVD, etc. Postal Service term (i.e., N, S, E, W, NE, NW, SE, SW). STREET SUFFIX 2 APARTMENT/SUITE NUMBER CITY STATE ZIP CODE 153 157 167 180 182 e.g., APT, UNIT, FL, etc. Standard state abbreviation. The five-digit ZIP Code assigned by the U.S. Postal Service Provided if known. “N” – No match per CBT data. '"<" – Yes: CBT matched to state tax return filed ZIP CODE SUFFIX CBT MATCH 4 1 187 191 City of Downey Agreement # C12001 11 EXHIBIT G CONFIDENTIALITY STATEMENT State of California Franchise Tax Board Confidential tax return information is protected from disclosure by law, regulation, and policy. Information security is strictly enforced. Violators may be subject to disciplinary, civil, and/or criminal action. Protecting confidential tax return information is in best interest of the city and state. As a city employee, you are required to protect all information from the Franchise Tax Board (FTB). To protect confidential tax data, you must: • • • • • Access or modify tax data solely to perform official duties. Never access or inspect tax data for curiosity or personal reasons. Never show or discuss confidential tax data with anyone who does not have a need to know. Never remove confidential tax data from your worksite without authorization. Placing confidential information in approved locations only. Unauthorized inspection, access, use, or disclosure of confidential tax data is a crime under state laws, including but not limited to, California Revenue and Taxation Code Sections 19542 and 19552 and Penal Code Section 502. Unauthorized access, inspection, use, or disclosure may result in either or both of the following: • State criminal action • State and/or taxpayer civil action I certify that I have read the confidentiality statement printed above. I further certify and understand that unauthorized access, inspection, use, or disclosure of confidential information may be punishable as a crime and may result in disciplinary and/or civil action against me. Name /; Signature /#.C/ Date r4„g/J'‘