Loading...
HomeMy WebLinkAboutFile Local - CR317 Auburn Customizaion • Section 1 - Summary Change Initiator complete section 1 and submit to Change Manager for review Change Control—Project Change Request#: CR317 Auburn Customizations Requestor Jamie Thomas,Auburn Name: Request Date: 8/25/2021 Reason for Change: (Bold applicable reason, delete other options) New City Launch Priority: High (23) Change Impact: Need by Date: 3/31/2022 Approved for Wendy Thomaston, FileLocal PM Analysis: 11/17/21 Requirements 2/3/2022 Costing 2/3/2022 Finalized: Provided: Section 4 - Cost Filled out by the Change Managers as part of costing and release planning Functional Area License Application, License Renewal,Tax affected: Schedule Approximately 6 weeks, not including UAT. Impact: y i �R� %3k n t u^ * ,�..,N1 r a }xY`re. ;ds* nh« Y t_ - aet�.y r � Cost Impact: �# ��ir! a. , a b � s „Total CR Title x� �'' 4°'` PM ® w ® � Total°eost, r rte CR317 Custom City Account Number 1 4 2 4 11 $1,529.00 Square Footage Changes 3 12 30 12 57 $7,923.00 New Business Tax Credit 5 20 40 20 85 $11,815.00 Not implementing license, 4 15 10 15 44 $6,116.00 renewals, and printing BRD overages 1 5 5 5 16 $2,224.00 SUBTOTAL 14 56 87 56 213 $29,607.00 Web Service Overages $1,598.00 TOTALS $31,205.00 Title k a i ; , a y � CR : g.'�,'v �✓5 h ! 44 fir'& t k. CR317 CR317 Auburn Customizations $ 31,205.00 T&R Testing and Release Costs $ 16,538.65 TOTAL $47,743.65 Costs are the SIP agreed upon rate plus web services estimated for Auburn covered in CR316 Onboarding Auburn. The charges in this CR are over and above that flat rate. Release 2022.1 Number: Data Interchange Impact (check all that apply) None X WSDL x UI Download XML X SCS Data Name Change X PCS Data Name Change FileLocal Payment API X SCS Schema Change X PCS Schema Change KUBRA API 2/3/2022 1 CR317 Auburn Customizations CSV Files StructureAffects All Cities SIP alternative—ensure web service equivalent for SIP FAQ Impact (check all that apply) None x Edit Existing FAQ(Agency Task) x Create new FAQ(Agency Task) Tool Tip Impact (check all that apply) None x Edit Existing tool tip(Final wording TBD x Create new tool tip(Final wording TBD in in spec process.) spec process) Action Log Impact (check all that apply) None x Update existing action log event x Create a new action log event Section 6 -Assumptions: To be confirmed/completed by vendor • UI changes—customization to Auburn Tax form, City Account Number, plus adjustments for not implementing General Business License application, renewals, or printing • Batch changes— • Print changes— • Action Log changes— • Support— • Meetings— • Specifications—Specification is not needed for this customization. Section 7 - Requirements To be completed by Agency 317.01 Accounts 317.01.a Allow Alphanumeric City Account Numbers City has existing city account numbers containing alpha characters. • Allow 8 characters, alpha and numeric o 3 alpha characters,followed by a dash and 5 numeric digits (e.g., BUS-12345) • Do not use input mask for data entry 317.03.b UBI requirement The City does require a UBI for all businesses. No change to standard functionality. • Add Auburn to the text list of Cities that require a UBI 317.02 Standard Tax Implementation customization rSize: ❑Small❑x Med❑ Large 1 El Must have ❑ Nice to have ❑Subject to scope deferral The Standard Implementation Plan covers 21 standard rows for tax classifications on the multi-purpose tax form. Changes to effective dates, rates, and tax codes are included in the implementation.Standard implementation also 2/3/2022 2 CR317 Auburn Customizations covers additional changes on up to 10 rows of the tax form.This can include changes to tax classification name,tool tips, display order, and modifications to deductions section (deductions allowed for any tax classification). It does not include changes to existing worksheets other than the City name, if present. It does not include additional questions or worksheets. Refer to the SIP Guide for full details on tax classifications. 317.04 BRD Overages contains summary of overages.Customizations to the tax form (added/changed functionality)are outlined in this section (317.02) 317.02.a Square Footage 317.02.a.01 Main form Add a question to determine if the square footage worksheet is required. • Text: Is your business located in Auburn?* Yes/No • Format:yes/no radio button • Question is required • Placement:to the left of the square footage row in the tax summary • Validation o No default answer o If not answered, display: Location question is required o Include response to question in the batch XML as a name'value pair o If NO, • do not launch square footage worksheet • do not allow the user to complete the square footage worksheet o If YES, • launch the square footage worksheet • require the user to complete the square footage worksheet 317.02.a.02 Square footage worksheet Update square footage worksheet • include new City name (Auburn instead of Bellevue in sample provided in Figure 1) • Square Footage Tax to be added for both the Quarterly and Yearly Tax Returns • Add questions for business warehouse and outdoor square footage o Do you have business warehouse space in the City of Auburn?Yes/No ■ If no,go to Total Outdoor Warehouse question • If yes, update Total Business Warehouse Floor Space box and go to next question o Do you have Non-Taxable Business Warehouse Floor Space? • If yes, update the Non-Taxable Warehouse Floor Space box • Update comment box to show non-taxable items— • stairs • elevator shafts • flues • pipe shafts • vertical ducts • heating or ventilation shafts • janitor closets • electrical or utility closets. o Calculate Net Taxable Business Warehouse Floor Space ■ Total Business Warehouse Floor Space minus Non-Taxable Business Warehouse Floor Space= Net Taxable Business Warehouse Floor Space o Update Threshold box with 4000 • See schedule in green. 2/3/2022 3 CR317 Auburn Customizations o Do you have outdoor warehouse space in the City of Auburn?Yes/No ■ If no,go to next question ■ If yes, Update Total Outdoor Warehouse Space box and go to the next question. o Do you have Non-Taxable Outdoor Warehouse Space?Yes/No ■ If no,go to the next question ■ If yes, update the Non-Taxable Outdoor Warehouse Space box • Update comment box to show non-taxable items o areas used only for employee,customer,or visitor parking, o dock high loading areas used primarily for a business warehouse, o buildings, o areas used only for direct sales or rentals to consumers, o landscaped areas, o storm water facilities, o maneuvering areas and drive aisles, o areas used only for garbage or recycling pickup, o rights-of-way,or other areas clearly not used for the temporary storage of goods,wares, merchandise,and commodities in transit. o Outdoor areas used for storage of agricultural products or for ancillary storage of materials utilized in,or products resulting from,onsite manufacturing operations are not considered outdoor warehouses o Calculate Net Taxable Outdoor Warehouse Space ■ Total Outdoor Warehouse Space minus Non-Taxable Outdoor Warehouse Space= Net Taxable Outdoor Warehouse Space • See schedule in green o Calculate Net Taxable Warehouse Space= Net Outdoor Warehouse Space plus Net Business Warehouse Floor Space o Update Threshold box with 261,360 • See schedule in green o Quarterly/Annual Tax Due— ■ The Square Footage Tax only applies if Net Taxable Business Warehouse Floor space is more than the 4000 square feet business warehouse threshold and/or Net Taxable Outdoor Warehouse Space more than 261,360 outdoor threshold. • The sum of the two meeting the business warehouse/outdoor warehouse thresholds should be used to calculate the quarterly/annual tax. • Quarterly Tax Rate is .10(ten cents) o Decimals to 2 places • Annual Tax Rate is .40(forty cents) o Decimals to 2 places o If no,go to the next question on the return. 2/3/2022 4 CR317 Auburn Customizations • �� irr �, � as , itItA �at a ry , p , D Qua"r erA,R41e }, ,S o r F©o r e n � T4o ail}B 14 ��� arllo�use F�oo'r pace ` ,...4, ,„ ;., .4 '' OOO �if�ri�Taixa�b�l �R s�' ,are vase F�o�S o�z�`� r � � � ®�� 8 'v1" a,.,* k"a s ¢ 1 t S I�ii;,ha�xa bl e Bushehot�sV Floor Space . , wr �;p0® ,,,4,,,,,p,..„,.,,,,,,,_.,,,,,4, 3: ,, < - � f y ' r.m• t .:8..i9. v4� 80 Oo ic4 s '_, ,,4 �3t2'' tem 'zis:n- ou :4,:€ Aw E � h ° ©k0% ho se Spa e -.4v.;.„... h � ,ti zTSa © " •re ' " _ r _ d , � � 0"ns ' o "' " ' re�OUeSa � erkt � �a � , " 00t 3� ooh ,� V� � �r �NnTaxak,e� 4.` " � � � rw ° 1 36©-u �� OW�aa ase¢S aceA � 2n -Taxabeu�� - cc ;� . • ,-1...,.,,,,,,,K1-'• x28 .4 at 1 } � 0 Threshold' - .�,tF � A' . 28N000 , _ .m r a bJam' ,..4!..,4,, b , ,k €ie . , ab n pt ,4� a YuseScy "Tyxa,taetTaa)bl , aLeopa© N 11.• ,` et; - niiad +> , b , ^ ..`T' .1- �+g. ' 'SS ` , .a g ...-,•••.-4,-.4„..t \-,,,,,..,;,..t-,-,..4,0N--,,,,, 4,• il•-,-.,,,,.,,,i.-1,,...,z.,,,,,,„7„.,,t: ' .,„ nw quarer ��ootag ' Yearly Rat . , = ea �I Ta a m ''cuu m '44” a ;tY. * l+""'RYtt .q "S7` r' a�p`'y r t ,ts r ,,-,k; M .-r . Iter Total�Busrmes ,Wa ehause Floor Space . �� `I0 000 tii9 f pm''kr "r a* ,l$r 3 tit .� y 4 r �� 40 1 s r : %x" 4 Non�Taxab_le Buses 5W rehouse Floor space � � w� ,•-, �0 Net]iaxable�Bu 1ness WW'a ehouse Floor` paced � � ,�-`7A 0 u 0 T • f' j ,, r e. .--,-, sa x{ei '-''''.•''..-'•7 ' .g: 'F .�e 5 "+Y..cr � ay4-., ,•., '� _ + � r Tf'�Iresholci �4a� °.,'�C^ '.s.. 44... . . a.. a x `�x >i�° .• w 4 F o � n'�t t4 000 ,� 3zr • f ous ` ,,,gr "i�tct%t iwp.� 'a2..o`000t.,,- i , 0, , ,..,s...,,-.,,,..,..,*,. .. o-.,, w+,yse7ic ', - ziS } 09n,eTtl © k I�e.p � A4` q` „ a > ©knmoauSi ace ; : s 2 , 00' be©)toorr tarehoue ' i5 tlN.onFTaa1; ' '' " ; Y 9,� ! 6 ablO to mo,-; -171,,,,,..,,...;:..77 rehoue S �e „ - " - a . , +i .Me xfe ��a 72 ` '4141 ;% ' © '- x313'''42- „®A® xt ' ; –'' ''._. '',._'7olNfe Ta a Ya e u • se spae, • 2/3/2022 5 CR317 Auburn Customizations Figure 1:Bellevue square footage,as-is Square Footage Business Tax Worksheet Q If the physical address of this business location is in the City Limits of Bellevue,you must complete the Square Footage Worksheet.If the physical address of this business location is NOT in the City,cancel this worksheet and update your response to the location question on the main form. • Parti Net Rent-able-Square Footage - -' -- • ] Square Footage 1 Enter Square Footage of the Bellevue Location(s) + 50000 2 Enter square footage used for warehouse,retail selling area,company gym,and 4500 company cafeteria - 3 Net Rentable Square Footage = 45500 Dart 2 Exemption _ _ I Calculation Tax Rate Total Due Enter square footage used for activities that generate income taxable under BCC 4 4.09 including square footgage used to provide administrative support to those business activities. 5 Enter gross receipts generated by the Bellevue Location(s),less retail and $0.00 wholesale deductions for sales delivered outside of Bellevue. 6 Enter total gross receipts generated by the Bellevue location(s) $0.00 7 Exempt Square Footage(line 5_line 6 x line 4) 0.00 , ' 8 Taxable square footage(line 3-line 7) I 45500 X 0.080383 = $3,657.43 Cancel Continue Examples Net Taxable Net Taxable Net Taxable Net Taxable Net Taxable Business Business Business Business Business Warehouse>by 1 Warehouse<by 1 Warehouse> Warehouse< Warehouse= than the than the Threshold Threshold Threshold _ Threshold Threshold Enter Mgr to KAti.LI .. 10,000 6,000 7,000_ 7,001 6,999 Enter .n P,.Zr 1ka-1041 x, ligill-Xrgao--S,,7ca 3,000 3,000 3,000 3,000 3,00-0- Calc ,� Calc ^AMr erellpC.StF tan ar• o se o. ' ti8 7,000 3,000 4,000 4,001 3,999 Threshold iltriaglibil 4,000 4,000 4,000 4,000 4,000 :Enter @NW T eil(81ufY irraV„EY. AT.MQ ftt.2. 280,000 245,000 264,360 264,361 264,359 Enter a.)lrc-)3bic90 doo 1id ru 3,000 3,000 3,000 3,000 3,000 Calc ifcL'tP Mg-•r•u She 277,000 242,000 261,360 261,361 261,359 Threshold ll�'1n}Cod r•7k(! 261,360 261,360 261,360 261,360 261,360 Calc -7tIi71 [s o too 284,000 0 0 265,362 0 Quicrityrikm 0.10 0.10 0.10 0.10 0.10 Calc &Ere 5}1;13 ib- $28,400.00 $0.00 $0.00 $26,536.20 $0.00 \LbarityliatiR 0.40 0.40 0.40 0.40 0.40 Calc S ,yfis $113,600.00 $0.00 $0.00 $106,144.80 $0.00 Figure 2:Recommended Solution 317.02.b New Business Tax Credit Add a line to the B&O form summary to allow Auburn taxpayers to calculate a credit based on number of full-time employees in Auburn. 2/3/2022 6 CR317 Auburn Customizations • Credit Rules o Only applies to quarterly returns. o Credit Rate is$1000 per eligible employee o Tax credit is allowed for first 3 years from FDOB_Auburn ■ If FDOB is greater than 3 years prior to filing period end date, do not allow tax credit • If FDOB is 5/1/2016,the last quarter allowed for the credit will be 012019.The credit would be allowed for Q2,Q3, Q4 2016; Q1-04 2017;Q1-Q4 2018; and 01 2019 (12 consecutive quarters following FDOB). If FDOB falls on last day of filing period, 1st tax credit will be valid for the following period.See example below. 12 Quarterly periods Credit valid for periods ending FDOB Frequency 1 2 3 4 5 6 7 8 9 10 11 12 Invalid 11/10/2018 Quarterly 12/31/2018 3/31/2019 6/30/2019 9/30/2019 12/31/2019 3/31/2020 6/30/2020 9/30/2020 12/31/2020 3/31/2021 6/30/2021 9/30/2021 12/31/2021 2/1/2019 Quarterly 3/31/2019 6/30/2019 9/30/2019 12/31/2019 3/31/2020 6/30/2020 9/30/2020 12/31/2020 3/31/2021 6/30/2021 9/30/2021 12/31/2022 3/31/2022 3/31/2020 Quarterly 6/30/2020 9/30/2020 12/31/2020.3/31/2021 6/30/2021 9/30/2021 12/31/2021 3/31/2022 6/30/2022 9/30/2022 12/31/2022 3/31/2023 6/30/2023 5/1/2016 Quarterly 6/30/2016 9/30/2016 12/31/2016 3/31/2017 6/30/2017 9/30/2017 12/31/2017 3/31/2018 6/30/2018 9/30/2018 12/31/2019 3/31/2019 6/30/2019 • Show informational error message New Business Tax Credit applies for first 3 years of business o Tax credit applies if number of employees in Auburn is greater than or equal to 20 • If number of employees is<20, do not apply credit • Show informational error message New Business Tax Credit requires 20 or more Auburn employees o Credit only applies to the greater of the Total Net Taxable Warehouse Space Tax(see above)or Gross Receipts Tax Due • Gross Receipts Tax Due is calculated by taking the Gross Receipts (wholesaling, retailing, retail services, service and other,service and other apportioned, manufacturing/processing for hire, printing/publishing, and extracting/extracting for hire) less Gross Receipts Deductions (wholesaling, retailing, retail services,service and other,service and other apportioned, manufacturing/processing for hire, printing/publishing, and extracting) minus the Multiple Activities Tax Credit. • Unused Credits don't carry over and are lost Figure 3:New Business Tax Credit B&0 Quarterly Threshold $125,000.00 First Date of #of Full-time X $1,000.00 New Business Tax Credit $0.00 Business in Auburn Pos' ' Auburn Business&Occupation Tax Due $0.00 Multiple Activities Tax Credit $0.00 Utility Tax Due $0.00 Other Tax Due $0.00 Subtotal All Taxes $0.00 Penalty $0.00 Interest $0.00 Total Amount Due $0.00 BACK GEIMMED=11133 • 2/3/2022 7 CR317 Auburn Customizations • Tax Summary Form Update o Remove B&O Quarterly Threshold Line • Add row above Business and Occupation Tax due. o Name of row:Total Square Footage Tax Due • Carry down from square footage worksheet see Net Taxable Warehouse Space • Change the name of the Business and Occupation Tax Due to Gross Receipts Tax Due o Gross Receipts Tax Due is calculated as follows: • Gross Receipts Tax Due is calculated by taking the Gross Receipts(wholesaling, retailing, retail services, service and other,service and other apportioned, manufacturing/processing for hire, printing/publishing, and extracting/extracting for hire) less Gross Receipts Deductions (wholesaling, retailing, retail services,service and other, service and other apportioned, manufacturing/processing for hire, printing/publishing, and extracting) minus the Multiple Activities Tax Credit. • Change the name of the Multiple Activities Tax Credit to Business and Occupation Tax Due o Business&Occupation Tax Due • Tax is due on the greater of the Gross Receipts Tax Due or Total Net Taxable Warehouse • Add row to tax summary section above Utility Tax Due o Name of row: New Business Tax Credit • Allow the taxpayer to enter the first date of business (FDOB) in Auburn (Label: First Date of Business in Auburn) • Make the data entry field wide enough to display the whole date • See rules for first date of business • Allow taxpayer to enter number of Full-Time employees in Auburn (Label:#of Full-time Auburn Positions) • See rules for Full Time Auburn positions o Calculate the credit if the FDOB is less than 3 years from the filing period end date and the number of full-time Auburn employees is greater than or equal to 20.Add row to Summary Form o Net Business&Occupation Tax Due • Tax is due on the greater of the Gross Receipts or Warehouse Square Footage Tax • Update Business and Occupation Tax Due line with the greater of the two less the New Business Tax Credit o Net Business and Occupation Tax Due can only be>=0. • Total Amount Due o Total Amount Due is the sum of • Subtotal All Taxes- Business and Occupation Tax Due plus Utility Tax Due plus Other Tax Due plus Penalty plus Interest 1 Total Square Footage Tax Due 2 Total Gross Receipts Tax Due Business&Occupation Tax Due-larger of square footage tax due or gross receipts tax Greater 3 due oflor2 First Date of Business in #of Full-Time Auburn Auburn Positions Quarterly Credit $ 1,000 4 New Business Tax Credit Calc 5 Net Business and Occupation Tax Due =4-3 6 Utility Tax Due 7 Other Tax Due 8 Subtotal All Taxes =5+6+7 9 Penalty 10 Interest 11 Tata!Amount Due =8+9+10 0 • Credit only applies to quarterly tax returns with Auburn Employees>=20 2/3/2022 8 CR317 Auburn Customizations 317.03 Not implementing license (application or renewals] Size: 1=1 Small❑ Med ❑ Large ❑ Must have ❑ Nice to have f D Subject to scope deferral The City is not processing licenses through FileLocal. • There is no General Business License application for Auburn. • There are no license renewals for Auburn. • There are no printed licenses for Auburn. • Do not enable rate management for licenses. • Do not allow taxpayers to submit General Business License applications or renewals for Auburn. • Ensure that all Auburn admin functions work properly with no licenses enabled. • Ensure that all taxpayer functions work properly with no licenses enabled for Auburn. • Ensure that taxpayer screens clarify that Auburn is not available for licenses,whether by excluding Auburn from the City drop list or by providing appropriate onscreen messaging.Agency to approve messaging. 3.17.04 BRD Overages --- , - — Size:❑x Small 0 Med 0 Large ❑x Must have ❑Nice to have 0 Subject to scope deferral The following changes are outlined in the SIP Guide and exceed the number of allowed edits: Tax form Type of Change Section Number of changes Name change Tax classifications 0 New row Tax classifications 1 Removed row Tax classifications 1 New/edit tool tips Tax classifications 0 Remove all deductions Tax classifications 9 Name change Deductions 8 New deduction Deductions 0 Removed deduction Deductions 12 New/edit tool tips Deductions 0 Total 31 Minus Allowed -10 Overage 21 2/3/2022 9 CR317 Auburn Customizations Section 2 - Final Approval Completed by Change Manager once the RFC is complete and accurate enough for assessment and evaluation. Review RFC Approval: (Change Manager, Process Owner) Role Approved by Name Signature Date Agency Change Manager Kevin Fitzpatrick Vendor Change Manager Christy Cato Agency Program Manager Kevin Fitzpatrick Section 3 - Assessment Completed by Change Manager The Change Manager will ensure that risk, security, and impact assessments,are completed by those stakeholders required to assess the Change. Risk Assessment (Priority) Changes are prioritized to establish the order in which they should be put forward for consideration.The Priority of RFCs will be decided in collaboration with the Change Initiator. Risk Assessment:Change Levels(choose one) }g • he�.,� . VG �r��RF'�'?'�. *�k � s ';�mw ' ce ., '`3'y�F�a¢'"w � 23 `eR+ FF.� 5ik a a4 731 #c r Level r ,Criteria %$� _ ,k p' 6s : = SCAB Involvement . Response t.• '��" • ..y .. t< z ;;R t.t... !#'"s. .�.aw' 4 [3"�;r ,I '. - a F'a."C Level 1 A. Is the change defined as a Standard Change? CAB review is not No required B. Is it on the pre-approved list? A. Normal Change Level2 -- —.._....._................_._._ __...._.._._.._......_.._....._._... --......._.—_..__._._.._........... CAB review is Yes B. Change follows normal timelines and is not escalated needed Level 3 A. Management CAB needed to approve a violation to the normal CAB approval is No timelines required Security Assessment (Risk and Mitigation) This document has been reviewed to assess security risks and provide mitigation,as follows: Risk Mitigation No risk to data integrity or data security N/A Unforeseen issues delay launch Work is tracked under a separate work order. Effective dates can be changed to make City forms invisible to the public. Performed by Wendy Thomaston Date 11/9/21 El Risk Assessment Approved by N/A Date N/A 2/3/2022 10 CR317 Auburn Customizations Impact Assessment (Categorization) All members of the CAB should evaluate the change based on impact, urgency, risk, benefits and costs. In order to prepare for authorization decisions,change planning,scheduling, and remediation are also assessed. Impact Assessment(choose one per category and total score at bottom) Score A. High—Impacts multiple Cities,system owners A. High—5 3 B. MecN Impacts at least one City;some disruption 1. Impact to Cities- B. Med—3 to services C. Low—No impacts to Cities technology or C. Low-0 processes A. High—Large project(>$10K) A. High—5 3 2. Cost of implementation B. Med—Estimate for costs is low(<$10K) B. Med—3 C. Low—Included as part of base contracted C. Low-0 services($0) A. High—Key functionality will be unavailable A. High—5 5 3. Impact of not implementing B. Med—Some functions may not be available B. Med—3 the Change C. Low—No or minor impacts to system functionality C. Low-0 A. High—Addresses major compliance or regulatory concerns A. High—5 5 4. Compliance/Regulatory considerations B. Med—Minor compliance or regulatory impacts B. Med—3 C. Low—No compliance impacts C. Low—0 A. High—3 or more teams will need to be involved A. High—5 5 5. Technology teams required to implement Change B. Med—2 teams will need to be involved B. Med—3 C. Low—1 team will need to be involved C. Low-0 A. High—outside normal maintenance window A. High—4 2 6. Scheduling requirements B. Med—during normal maintenance window B. Med—2 C. Low—no outage required C. Low-0 Totals ; : a ,:�3 ,' 9;.. {..;, },•-; {,, , -° !., • .,.r i .!2 y;: �^ 94Se7. 3TZ 4?si'.>f 'f,<`.,•� •.;�. <..{ u ..a . A. Low:0—5 B. Medium:6—10 C. High:>10 2/3/2022 11 CR317 Auburn Customizations Section 5 - City Approvals The Change Advisory Board reviewed the RFC and authorizes and prioritizes the change. Authorize RFC Approval: Change Advisory Board approval is required after costing,and only applies to the payor(s). Role Approved by i e-Signature(Via) Date Cost Agency Program Manager Kevin Fitzpatrick $0.00 Auburn ;er: —Thoi s )•C. 144e°4441 $47,743.65 CAB Priorit Rankin! Cities Who Ranked Item Final Ranking Date Agency 1 Auburn 1 Average 1 City Acceptance of Contents This approval is required prior to costing,and only applies to affected Cities. Role Accepted By e-Signature (Via) Date Auburn Jamie Thomas Decisions Notes Date Decision/Notes Originated by ' Agreed/Approved by 11/29/21 Web services —will the City use the provided Wendy Thomaston, Jamie Thomas web service or develop their own? Auburn's Karin Deering web service will be handled by their SOR vendor, Track-IT. The City will use the web service provided by Avenu 11/29/21 Filing Frequencies—will there be taxpayers Wendy Thomaston, Jamie Thomas who owe taxes on different Filing Frequencies, Karin Deering e.g., B&O due annually but utility due monthly or quarterly? No. There may be some overlap currently in taxpayer records, but there would be very few instances of this, if any. The City will ensure that each taxpayer (business location) has only one Filing Frequency assigned so that there is no conflict between Filing Frequencies and no need to develop separate tax forms. 11/29/21 The City's stated requirement for the City Wendy Thomaston, Account Number (CAN) is alphanumeric with a Karin Deering dash/hyphen. Can the City use just alphanumeric without the dash? City is checking with Track-IT to confirm, but they expect to be able to exclude the dash and use only an alphanumeric CAN, e.g., BUS12345. Jamie will confirm with Danika. 11/30/21 Is the annual exemption threshold for your Wendy Thomaston, new business tax credit $4000 (since the Karin Deering quarterly exemption threshold is $1000)? 2/3/2022 12 CR317 Auburn Customizations n , 2/3/2022 13 CR317 Auburn Customize ns