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The source text indicates this attachment appears to be a draft document.
The memorandum addresses a construction tax refund for HSRE PMB San Jose, LLC related to the 1410 S. Bascom Avenue project. It recommends approving a refund of $1,069,600 due to an exemption from the Building and Structure Construction Tax and SMIPA tax, as the project is leased to the County of Santa Clara for multiservice center purposes. The document outlines the tax payments made, the legal basis for the refund, and the necessary budget amendments to facilitate the refund process.
Key points
The memorandum is addressed to the Mayor and City Council from Christopher Burton and Jim Shannon.
It recommends a refund of $1,069,600 to HSRE PMB San Jose, LLC for the 1410 S. Bascom Avenue project.
The refund is based on an exemption from the Building and Structure Construction Tax and SMIPA tax as per the San José Municipal Code.
The total tax paid was $1,069,600, which included $1,050,000 in Building and Structure Construction Tax and $19,600 in SMIPA taxes.
The County of Santa Clara qualifies as a governmental agency, exempting it from these construction taxes.
The memorandum includes budget amendments to facilitate the refund.
Limitations
The document includes placeholders and unfilled fields, such as specific dates and budget references that are not fully detailed.
The document appears to be a draft as it includes a section labeled 'Approved' without a date.
Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.
Extracted text preview · 7,023 chars
COUNCIL AGENDA: FILE: ITEM: TO: HONORABLE MAYOR AND CITY COUNCIL FROM: Christopher Burton Jim Shannon SUBJECT: Construction Tax Refund for HSRE PMB San Jose, LLC for the 1410 S. Bascom Avenue Project DATE: October 27, 2025 Approved Date: 11/18/25 25-1203 2.20 11/5/25 COUNCIL DISTRICT: 6 RECOMMENDATION (a) Approve the Development Services Claim For Refund of construction taxes in the amount off $1,069,600 paid under the incorrect rate by HSRE-PMB San Jose, LLC, for a project located at 1410 S. Bascom Avenue. (b) Adopt the following 2025-2026 Appropriation Ordinance amendments in the Building and Structure Construction Tax Fund: (1) Establish the Developer Refunds appropriation to the Department of Transportation in the amount of $1,050,000; and (2) Decrease the Ending Fund Balance by $1,050,000. SUMMARY AND OUTCOME Approval of the recommendation in the memorandum will provide a refund to HSREPMB San Jose, LLC for a project located at 1410 South Bascom Avenue. In spring 2025, the City of San José (City) received $1,050,000 in Building and Structure Tax permit tax receipts and $19,600 in Strong Motion Instrumentation Program Assessment (SMIPA) taxes for a medical center, by...
Official source link unavailable.
The file was imported, but the current source metadata does not include a public document URL.
Generated summaryAI-assisted
The source text indicates this attachment appears to be a draft document.
The document is a claim form for requesting refunds of Development Services fees, deposits, and construction taxes in San José, CA. It outlines the necessary information required to complete the claim, including the refund type, basis of claim, and signatures needed from the original payer and property owner. It also provides instructions for filing the claim and details about deadlines and processing fees.
Key points
Form is for requesting refunds of Development Services fees, deposits, and construction taxes.
Claims must be submitted to Development Services at a specified address.
Refund claims must be made on the attached form and signed by the original payer.
Claims for refunds must be received or postmarked within 1 year of original payment.
Common reasons for refunds include cancellation, overpayment, or exemptions.
Refunds due to staff error will receive a full refund without processing fees.
Limitations
Specific details such as the reference file/permit number, names, and amounts claimed are missing.
The document appears to be a draft, as indicated by the repeated 'DRAFT' notation.
Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.
Extracted text preview · 8,334 chars
Development Services Claim for Refund COMPLETE THIS form to request refunds of Development Services fees, deposits and/or construction taxes. Submit to: Development Services, 200 E. Santa Clara St., 3rd Floor Tower, San José, CA 95113-1905. Please note the deadlines for presenting claims and the minimum fees charged for processing refunds (see Instructions page, sections 3 and 5). Untimely claims will be returned to the claimant. 1. Reference File/Permit/Plan Check *ALL REFUNDS ARE SENT TO ORIGINAL PAYER Number: __________________ I certify I am the original payer of record Name of Person Claiming Refund: C Project Address: Telephone Number: Email: Check all that are applicable: 2. REFUND TYPE (check all that are applicable) All Construction Taxes In Full All Fees In Full Deposits Construction Taxes Fees Staff Initiated Partial Refund Please Explain: 3. Partial Refund Please Explain: BASIS OF CLAIM AND AMOUNT CLAIMED Cancellation/Revocation/Withdrawal Over Payment Exempt from Payment of Tax/Fee. Identify the applicable exemption and the application to your project: Other (Please explain). Total Amount Claimed (if known) Fees: $ _____________ Taxes: $ Deposits: $ Revised 12-5-17...