Item 09 - Agreement for Business License Tax and Fee Software Services

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(9) Non-profit and Charitable Organization Accounts Non-profit organizations or institutions which are eligible for an exemption from payment of federal income taxes under Section 501 of the Federal Internal Revenue Code as amended from time to time and/or exemption from the payment of state income taxes under Section 23701 et seq. of the California Revenue and Taxation Code as amended from time to time are exempt. However, institutions or organizations claiming a license fee exemption under this section have the burden of furnishing to the collector such information as the collector may require to support the claim of eligibility for exemption annually. The Table below gives some statistical information relating to the volume involved in the Tax and Fee Exempt as well as Tax-exempt accounts. The information below is as of July 31, 2023. Tax and Fee Exempt 2226 2226 0 35 2191 1162 Tax Exempt 386 386 0 34 352 33 (Non -Profit) Total: 2612 2612 0 69 2543 1195 Unlicensed Businesses: Pre -Business Licensing Activities The City aggregates and discretely mails notifications to potentially unlicensed business identified using a variety of in-house and third party data sources that include, but are not limited to: • FTB Filing Data (FTB) • DBA Filing Data (Lireco) • Secretary of State Filing Data (SOS/Business Entity Filing Data) • Sales & Use Tax Allocation Data (CDFTA/Avenue Insights) • Sales & Use Tax AB990 Registration Data (CDTFA) • Tenant Roster Data (In-House/Commercial Landlord Filings) • Commercial Property Rental Data (Tax Assessor/Coren & Cone) • Residential Property Rental Data (Tax Assessor/Coren & Cone) • Residential Property Rental Data (In House/MUS) This data is parsed, scrubbed, and conformed via Access Database Table filtering and Excel Spreadsheet functions for mail merge deployment and then uploaded to a VB6/Crystal Reports application — Business License Information Program (BLIP) for letter generation, response tracking, and account creation. Due Dates Any renewal due date falling on a weekend, City holiday, or City Hall closure date are carried forward to the next City working day. Any payment postmarked by the effective Due Date is deemed "timely" even if received after the Due Date. City of Santa Ana RFP No. 23-165 Page 46 of 196