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Please ensure you
comply with the registration requirements as presented
under the
Vouchering Practices section prior to submitting any
voucher requests.
In
order for a voucher request to be processed, the
following steps must be completed:
Agent Registration
The
person requesting the voucher is considered the Agent of
the business for vouchering purposes. This will include
an outside consultant (CPA, etc.) as well as a person
within the business itself who may be handling this
process for the business. In order to register, an
agent will go to the
online system and click on the agent icon. The
system will take you through a series of questions
obtaining basic information (name, address, etc.).
During this process, you will receive an Agent ID number
that you will include on your voucher request.
It is
through this system that you will be able to send
messages to the Enterprise Zone Coordinator to inquire
about voucher requests and receive the determination of
your voucher request. The system will return a signed
voucher with summary information if approved or a denial
with explanation. The information can be printed
directed from the system or saved as a PDF file. Hard
copies will be mailed upon request.
All
agents must register themselves through the online
system or can
click here
to download the necessary forms to register through our
manual process.
Business and enterprise zone Registration
As
part of the Agent Registration section, the agent will
register the business and the qualifying business
location (location in enterprise zone). During this
process, the agent will provide the name of the
qualifying business, the business contact and the
qualifying enterprise zone addresses. The system will
provide unique identification numbers for the business
and qualifying enterprise zone locations that the Agent
will provide on the voucher request.
All
agents must register the businesses and enterprise zone
locations through the online system or can
click here
to download the necessary forms to register through our
manual process.
All
eligible employees must receive a voucher in order for
an Enterprise Zone business to receive the hiring tax
credit. This process requires completing and submitting
vouchering documents consisting of:
1. City
of Oakland Hiring Voucher Checklist (Form OAKEZ-4)
The
checklist is a 2-page form that can be completed by the
employee or other party (business, consultant, etc.).
The form should be completely filled out and signed by
the person completing the form.
2. Employee
Template
Excel
worksheet template that contains specific employee data
regarding the person that you are requesting a voucher.
All required fields should be completed and the template
should be submitted in an electronic format on a
diskette, CD or submitted online through the Oakland
online vouchering system.
3.
Supporting Documentation
Supporting documentation verifying that the employee
satisfies the qualification requirements (for instance,
for a TEA eligible, you would provide a completed
Federal form I-9 form, W-4, utility bill, etc and a copy
of the Oakland TEA Street Listing).
Please
review the acceptable documentation list for guidance.
4. Processing
Fee of $50 Per Voucher Request
Each
voucher request must be submitted with a $50 processing
fee (For example, 10 voucher requests should be
submitted with a $500 payment). The processing fee
increased from $40 to $50 as of January 2, 2006.
The City of Oakland has the following
retroactive vouchering policy:
-
For
eligible persons qualified under the Targeted
Employment Area (TEA) category, a voucher will be
issued retroactively as far back as April 15, 1997
-
For
eligible persons qualified under a non-TEA category,
a voucher will be issued retroactively as far back
as the zone designation date
Vouchering documents (with the $50 per
voucher request processing fee payable to the City of
Oakland) should be sent to the following:
Susana
Villarreal, Enterprise Zone Coordinator
City of Oakland - CEDA
Workforce Development
250 Frank H. Ogawa Plaza, Suite 3315
Oakland, CA 94612
It is
our intention to provide you with a high level of
customer service. However, in order to process the
requests efficiently it is imperative that the
information is completed in the proper fashion.
Therefore, any voucher requests that are not complete or
does not include the proper processing fee payable to
the City of Oakland will be returned to sender or held
without processing until all information has been
received. |
