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                      MMISSOURIISSOURIQQUALITY UALITY JJOBSOBS                                       

                                          PPROGRAMROGRAM 

      ATTACHMENTS 

              o       Memorandum of Understanding (MOU) - A copy of the executed MOU 
                      (electronically signed by company & DHS-USCIS) between the company / organization 
                      and the Department of Homeland Security, United States Citizenship and Immigration 
                      Services (DHS-USCIS) and the Social Security Administration must be on file for the 
                      company(ies) participating in the project.   
                                                             
      Notice: Tax credits may be claimed against taxes imposed by Chapters 143 (state income tax, excluding 
                                                             
      withholding tax) and 148 RSMo (financial institution tax) and may not be carried forward; but shall be claimed 
                                                             
      within one year of the close of the taxable year for which they were issued. 
                                                             
      The tax credits may be transferred, sold or assigned; or the company can receive a refund in the amount 
      exceeding the company’s income tax liability. 
                                                             
                                          Contact information: 
                                                             
                             Missouri Department of Economic Development 
                              BCS, Business & Community Finance 
                                          301 W. High Street, Room 770 
                                                    P.O. Box 118 
                                          Jefferson City, MO  65102-0118 
                             Phone: 573-751-4539    Fax: 573-522-4322 
                                          www.missouridevelopment.org 
                                          E-mail: dedfin@ded.mo.gov  
 
                        Mar 2009 
 



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MISSOURI QUALITY JOBS PROGRAM                     
ANNUAL REPORT / APPLICATION FOR TAX BENEFITS                    
 
 Name of Qualified Company or Parent Company                                            Federal Tax ID No. (FEIN) 

 Project Facility Address                                                               MITS/Missouri ID No. 

 City County                                                                            Zip Code 
                                                                Missouri                 
 Facility Information 
                                                                                                                       
 Will this be the company’s permanent facility?                                                                   Yes  No 
                                              (IF NO, please provide further explanation on separate sheet) 
                                                                                                                       
 Will more than one facility be considered the ‘project facility’ for program purposes?                           Yes  No 
          (IF YES, please provide addresses for other facilities BELOW – Must meet certain criteria to qualify) 
                                                                                                                       
 Does more than one company work from this project facility and are they to be considered part of the             Yes  No 
 project? 
                                                                                                                       
 If YES, are the companies wholly-owned subsidiaries?                                                             Yes  No 
                          (Attach a copy of the organization chart illustrating the company ownership structure) 
 Name of Additional Qualified Company                                                   Federal Tax ID No. (FEIN) 
  
 Project Facility Address                                                               Missouri Tax ID No. (MITS) 
  
 City                                  County Zip Code 
                                                                                        MISSOURI 
 Name of Additional Qualified Company                                                   Federal Tax ID No. (FEIN) 
  
 Project Facility Address                                                               Missouri Tax ID No. (MITS) 
  
 City                                  County Zip Code 
                                                                                        MISSOURI 
 Contact Information 
 Business Contact Person                               Title 
  
 Address                                     City State Zip Code 
  
 Telephone Number                     Fax Number       E-mail 
  
 Preparer Contact Person                               Title Company  
  
 Address                                     City State Zip Code 
  
 Telephone Number                     Fax Number       E-mail 
  
 Is the company owned 51% or more by women?                                                                      Yes No 

                                                                                                                       March 2009 
                                                                                                                           



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Other Facility and Related Company Address(es) (attach additional sheet if needed) 
Headquarters Address (if different than Project Facility) City Zip Code 

1. Other Missouri Facility Address                                                                  City                    Zip Code 

2. Other Missouri Facility Address                                                                  City                    Zip Code 
                                                                                                                             
Type of Business 
  C Corp                           S Corp                    Non-Profit                          LLC                    LLP 
   Fiduciary                            Sole Proprietor                     Partnership                           Other: __________ 
 
If the taxpayer is a Partnership, S Corporation, or other entity, which has a flow through tax treatment, identify the names, social security numbers 
and proportionate share of ownership of each Beneficiary, Partner or Shareholder on the last day of the tax period.  Aggregate proportionate shares 
or percent of total ownership may not exceed 100%. Attach a separate sheet if necessary. 
          Names(s)                                      Social Security Numbers                      % Ownership at Year End 
   
Supplemental Information 
                                                                                                                            
What was the investment amount at the project facility during the tax year being reported?                           $ 
                                                                                                                               
 Does the company participate in an employee stock ownership plan?                                                     Yes       No 
                                                                                                                               
Is the facility located in a disaster area declared by the federal government? (If Yes, Where ___________________)     Yes       No 
                                                                                                                               
Are full-time employees scheduled to work at least 35 hours a week working in the new jobs?                            Yes       No 
                                                                                                                               
Was there a decrease in the number of full-time employees at any other related facilities or companies in Missouri?    Yes       No 
                                                                                                                               
Does the company continue to offer health insurance to all full-time, year-round employees?                            Yes       No 
                                  
                                                   Name of Health Insurance Company 
                                   If YES ► 
                                                                                                                               
Does the company continue to pay at least 50% of the cost of such insurance premiums for all full-time employees       Yes       No 
at all facilities in Missouri? 
 
Do health benefits begin immediately upon hiring?  If No, when:__________________________                              Yes       No 
 
Is the company utilizing other state programs involving the retention of withholding tax? (e.g. TIF, New Jobs 
                                                                                                                       Yes       No 
Training Program, MODESA or MORESA)   
 
           IfYES►                                  Name Program and Project 
                                                    
                                                                                                                               
Is the applicant delinquent in the payment of any non-protested taxes or any other amounts due the state or federal    Yes       No 
government or any other political subdivision of this state? 
 
Has the applicant filed for or publicly announced its intention to file for bankruptcy protection?                     Yes       No 
Provide Employment             Information for the project facility for      each month during the        tax period.         
                                   Total Facility             Number of Full-Time New       Average Wage of New               
 Month / Year                      Employment                 Jobs Claimed for Program               Jobs             Number of Part-time Jobs 
                                                                                                                      
                                                                                                                               March 2009 
                                                                                                                                                       



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Current Employment Information  
This listing should include all employees located at the project facility and may be submitted in an Excel spreadsheet.  Send electronically to 
dedfin@ded.mo.gov, noting that the list is intended for use with the Quality Jobs program.  Attach a copy of this listing to the Annual Report / 
Application for Tax Benefits. 
                                   LAST 4                               
                                                               CURRENT AVERAGE HOURS 
 NAME (Last, First)                DIGITS DATE HIRED  POSITION 
                                   OF SSN                      SALARY  WORKED ANNUALLY 
      
CURRENT EMPLOYMENT NUMBER:                  
TAXPAYER’S OR DESIGNEE’S SIGNATURE        TITLE DATE 
 
PREPARER’S SIGNATURE                      TITLE DATE 
 
                                                                        March 2009 
                                                                                                                                                  



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  Local Incentive Bonus Information 
 ONLY HIGH IMPACT PROJECTS ELIGIBLE FOR LOCAL INCENTIVE BONUS COMPLETE THIS SECTION   . IF DOCUMENTATION OF LOCAL INCENTIVES HAS 
 NOT BEEN PROVIDED FOR THIS PROGRAM ,   ATTACH A COPY TO THIS APPLICATION. 
 HOW MANY YEARS ARE LOCAL INCENTIVES TO BE PROVIDED TO THIS PROJECT? 
   
 AN AFFIDAVIT FOR THE LOCAL GOVERNMENT TO VERIFY THE AMOUNT OF LOCAL INCENTIVES PROVIDED TO THE PROJECT IS ATTACHED   . THIS 
 VERIFICATION IS REQUIRED BEFORE BONUS PERCENTAGES WILL BE APPLIED TO THE TAX CREDIT CALCULATION. 
 CERTIFICATION                                                                                                 Please Read Carefully & Thoroughly 
 •   I certify that I am an authorized representative of the applicant and as such am authorized to make the statement of affirmation 
     contained herein. 
 •   I certify that the applicant does NOT knowingly employ any person who is an unauthorized alien and that the applicant has 
     complied with federal law (8 U.S.C. § 1324a) requiring the examination of an appropriate document or documents to verify that 
     each individual is not an unauthorized alien. 
 •   I certify that the applicant is enrolled and will participate in a federal work authorization program as defined in Section 
     285.525(6), RSMo., with respect to employees working in connection with the activities that qualify applicant for this program.  
     I certify that the applicant will maintain and, upon request, provide the Department of Economic Development documentation 
     demonstrating applicant’s participation in a federal work authorization program with respect to employees working in 
     connection with the activities that qualify applicant for this program. 
 •   I understand that, pursuant to section 285.530.5, RSMo, a general contractor or subcontractor of any tier shall not be liable under 
     sections 285.525 to 285.550 when such general contractor or subcontractor contracts with its direct subcontractor who violates 
     section 285.530.1, if the contract binding the contractor and subcontractor affirmatively states that the direct subcontractor is not 
     knowingly in violation of section 285.530.1 and shall not henceforth be in such violation and the contractor or subcontractor 
     receives a sworn affidavit under the penalty of perjury attesting to the fact that the direct subcontractor’s employees are lawfully 
     present in the United States. 
 •   I understand that if the applicant is found to have employed an unauthorized alien, applicant maybe subject to penalties pursuant 
     to Sections 135.815, 285.025, and 285.535, RSMo. 
 •   I understand that if the applicant is found to have employed an unauthorized alien in Missouri and did not, for that employee, 
     examine the document(s) required by federal law, the applicant shall be ineligible for any state-administered or subsidized tax 
     credit, tax abatement or loan for a period of five years following any such finding. 
 •   I attest that I have read and understand the Missouri Quality Jobs Program guidelines. 
 •   I hereby agree to allow representatives of the Department of Economic Development access to the property and applicable 
     records as may be necessary for the administration of this program.  
 •   I certify under penalties of perjury that the above statements and information contained in the application and attachments are 
     complete, true, and correct to the best of my knowledge and belief.   
 Applicant Signature                                                Title
                                                                     
 Print Name                                                         Date 

 Notary Public Embosser Seal   Appeared before me this _________ day of _______________, 20____,  
                               ____________________________ to me personally known to be the person who executed the above 
                               certification, and acknowledged and states on his/her oath to me that he/she executed the same for the 
                               purpose therein stated. 
                               State of                                                   County (or City of St. Louis) 

                               Notary Public Name             My Commission               Use Rubber Stamp in Area Below 
                                                              Expires 

                               Notary Public Signature 

Effective August 28, 2005, and pursuant to Section 620.1900, RSMo, this tax credit program is subject to a fee of 2.5% of the 
amount of tax credits issued.  Applicants will be invoiced for the fee after the tax credit application has been approved.  Tax 
credits will be issued upon receipt of the fee. 
  
                                                                                                                         March 2009 
                                                                                                                                                  



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MISSOURI QUALITY JOBS PROGRAM 
LOCAL GOVERNMENT ENDORSEMENT FORM (Section 620.1881(3), RSMo) 
 
 The local government (city or county if the   project is not   within a city) may   abate taxes on increased   assessed valuation on            
 properties used for  projects that involve the Missouri  Quality Jobs Act.              
  
 The local government is   not obligated in any  way to supervise,  fund, or   provide  reimbursement for failed projects.             
  
 The highest ranking‐ local government   official (Mayor    or Presiding  Commissioner)     must endorse the business     project on  behalf of    
 the city /   county. 
  
 BUSINESS NAME    

 BUSINESS FACILITY LOCATION (Physical Address) 

 NOT‐FOR PROFIT‐ CORPORATION     

 CITY /   COUNTY 
                                                                                    
 MAYOR OR PRESIDING   COMMISSIONER    (Typed   or Printed)  

 CERTIFICATION 
  
 Acting on behalf of the city or county government named above, I hereby certify the above named business project pursuant to 
 Section 620.1881(3), RSM0, is being provided with local incentives in the amount of __________% of the new direct local revenue 
 as defined by 620.1878, RSMo, for a period of ______ years.  The project does not conflict with local planning or zoning restrictions, 
 will not adversely impact local businesses, and will be a benefit to the city or county.  The city or county takes no financial or legal 
 obligation in this endorsement. 
 NAME (Printed)                                                                      TITLE 

 NAME (Signature)                                                                    DATE 

 Notary Public Embosser Seal        State of                                                         County (or City of St. Louis) 

                                    SUBSCRIBED AND SWORN BEFORE ME,  
                                     
                                    This _____________ day of _____________in the 
                                    year_______ 
                                    Notary Public Name                    My Commission              Use Rubber Stamp in Area Below 
                                                                          Expires 

                                    Notary Public Signature 

                                                                                                                                                March 2009 
                                                                                                                                                    





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