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(9) <br />EXHIBIT III <br />CITY OF SANTA ANA GENERAL BUSINESS LICENSE TAXATION OVERVIEW <br />The following is a brief overview of the Santa Ana Business License Tax program including some of the <br />functionalities and processes employed by our homegrown BTS.Net application. (Please note that our <br />Business Tax System (BTS) Software is currently linked with Infor Lawson for our General Ledger <br />software as well as Laserfiche for our scanned document repository software.) <br />Flat Rate <br />Flat Rate license taxes are required to be paid annually and are due and payable on December 1 of every <br />year. Flat Rate licenses become delinquent if not paid by January 1. The Table below gives some <br />statistical information relating to the volume involved in the Flat Rate renewals based on various business <br />tax groups as of July 31, 2023. <br />Advertising Sw (Bill Posting, Flyers, Loudspeakers <br />Amusement Center (> 10 days) <br />Carnival or Circus (< 4000 people) <br />Christmas Tree or Pumpkin Patch Lot <br />Firework Stand <br />Gratuitous <br />Gratuitous - Registration Exempt <br />Home Based Business <br />Independent Contractor <br />Itinerant Merchant <br />Mobile Home Rental <br />One Day Peddler/Solicitor <br />Peddler/Solicitor <br />PushCarts <br />Residential Rental <br />Sports Exhibition <br />State License Contractor - Class A/B <br />State Licensed Contractor- Class C <br />Warehouse or Storage <br />Totals: <br />1 <br />1 <br />0 <br />1 <br />0 <br />0 <br />1 <br />0 <br />1 <br />0 <br />1 <br />0 <br />2 <br />0 <br />2 <br />2 <br />0 <br />0 <br />2 <br />0 <br />2 <br />0 <br />2 <br />0 <br />78 <br />56 <br />22 <br />0 <br />78 <br />0 <br />97 <br />97 <br />0 <br />5 <br />92 <br />76 <br />1148 <br />356 <br />792 <br />1071 <br />77 <br />9 <br />479 <br />479 <br />0 <br />1 <br />478 <br />286 <br />793 <br />793 <br />0 <br />53 <br />740 <br />579 <br />5 <br />2 <br />3 <br />0 <br />5 <br />0 <br />78 <br />78 <br />0 <br />0 <br />78 <br />54 <br />2 <br />0 <br />2 <br />1 <br />1 <br />1 <br />29 <br />29 <br />0 <br />10 <br />19 <br />10 <br />22 <br />22 <br />0 <br />0 <br />22 <br />4 <br />7233 <br />7233 <br />0 <br />1 <br />7232 <br />6481 <br />2 <br />1 <br />1 <br />2 <br />0 <br />0 <br />2304 <br />1294 <br />1010 <br />2058 <br />246 <br />63 <br />3553 <br />2116 <br />1437 <br />3112 <br />441 <br />154 <br />204 <br />204 <br />0 <br />0 <br />204 <br />3 <br />16033 <br />12761 <br />3272 <br />6317 <br />9716 <br />7720 <br />Flat Rate renewals are prepared starting in November with CPI rate adjusted values computed for the <br />period beginning June 30th and ending October 31 st of each current year entered into the BTS rate tables <br />for all different types of assessment accounts (Flat Rate, Fixed Variable Flat Rate, Gross Receipts, and <br />Variable Flat Rate). All Flat Rate renewals are mailed out on or about November 25 of each year. A <br />message referring to all of up and coming holiday closures for December and January is printed on the <br />renewals themselves as a special message. For this group of business licenses renewals "Fixed Flat <br />Variable Assessment" is the largest segment and predominately includes Apartment Complexes, <br />Apartment Houses, Multiplex Residential Rental Properties to Single Family Residential Rental <br />Properties and Condo Rental Properties. <br />Suspense Accounts <br />Suspense Accounts are a subset of Flat Rate accounts that are not automatically programmed to renew. <br />That is to say, that they do not get annual charges added on to them automatically. A review on Suspense <br />City of Santa Ana RFP No. 23-165 Page 38 of 196 <br />