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75C - PH MORTIMER MIXED USE
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75C - PH MORTIMER MIXED USE
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Last modified
11/25/2020 12:21:50 PM
Creation date
11/25/2020 12:09:02 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Planning & Building
Item #
75C
Date
12/1/2020
Destruction Year
2025
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Richard M. Gollis, Principal <br />THE CONCORD GROUP <br />June 3, 2020 <br />Page 11 <br />Table 7 <br />BUSINESS -DERIVED SALES TAX REVENUE <br />4th and Mortimer <br />Sales at Buildout <br />General Retail <br />2,463,225 <br />Restaurant 1,471, 302 <br />$ 3,934,527 <br />City Share of Sales Tax <br />1% <br />Measure X (2018) Additional Sales Tax' 1.5% <br />Business -Derived Sales Tax Revenues Annual Estimate <br />(Base Rate) $ 39,345 <br />(2018 Addition) $ 59,018 <br />(2029 Decrease to 1%) $ 36,007 <br />Source: California State Board of Equalization, RSG, Inc. <br />'Measure X additional sales tax decreases from 1.5% to 1 % in 2029 <br />For the City base rate, combined resident and business sales taxes at buildout would be an <br />estimated $50,828. Measure X combined taxes would be $76,242. Both are adjusted for inflation <br />during the construction period and for the partial year at opening. This provides for a 25-year total <br />of $1.02 million from the base rate and $987,230 from Measure X. <br />Business Tax <br />The City assesses a business tax on retail, restaurant, and residential property management <br />companies. Table 8 below showcases the new revenues from the Project. Retail and restaurant <br />business taxes are assessed based on annual sales while management company business taxes <br />are assessed based on unit count. The combined business tax revenues are an estimated $8,125 <br />at buildout, or $166,868 over 25 years (net present value, discounted at 4 percent). <br />Table 8 <br />BUSINESS TAX REVENUES <br />4th and Mortimer <br />Multifamily Residential Tax <br />Retail Tax <br />Restaurant Tax <br />6,573 <br />1,621 <br />1,145 <br />Full -Year Business Taxes at Buildout $ 9,339 <br />Partial -Year Business Taxes at Buildout $ 8,125 <br />Sources: City of Santa Ana, RSG, Inc <br />75C-455 <br />
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