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Ordinance No. 238 - Imposing Transient Occupancy Taxa ORDINANCE NO. 238 AN ORDINANCE OF THE CITY OF ROSEMEAD IMPOSING A TAX UPON THE PRIVILEGE OF TRANSIENT OCCUPANCY, PROVIDING FOR THE COLLECTION THEREOF, AND AMENDING THE ROSEMEAD MUNICIPAL CODE. THE CITY COUNCIL OF THE CITY OF ROSEMEAD DOES ORDAIN AS FOLLOWS: Section 1. The Rosemead Municipal Code is hereby amended by adding a new Chapter 6 to Article VI thereof, to read: "CHAPTER 6 - TRANSIENT OCCUPANCY TAX "6600, Title. This Chapter shall be known as the Uniform ransient Occupancy Tax Ordinance of the City of Rosemead, 116601. Definitions, Except where the context otherwise requires, the detin ions given in this section govern the construc- tion of this Chapter: "(a) Person. "Person" means any individual, firm, partnership, joint venture, association, social club, fraternal organization, joint stock company, • corporation, estate, trust, business trust, receiver, trustee, syndicate, or any other group or combination acting as a unit. ."(b) Hotel. "Hotel" means any structure, or any poron of any structure, which is occupied or intended or designated for occupancy by transients for dwelling, lodging or sleeping purposes, and includes any hotel, inn, tourist home or house, motel, studio hotel, bachelor hotel, lodging house, rooming house, apartment house, dormitory, public or private club, mobilhome or house trailer at a fixed location, or other similar structure or portion thereof. "(c) Occupancy. "Occupancy" means the use or possession, or t e right to the use or possession of any room • or rooms or portion thereof, in any hotel for dwelling, lodging or sleeping purposes. "(d) Transient. "Transient" means any person who exert-i'ses occupancy or is entitled to occupancy by reason of concession, permit, right of access, license or other agreement for a period of thirty (30) consecutive calendar days or less, counting portions of calendar days as full days. Any such person so occupying space in a hotel shall be deemed to be a transient until the period-of thirty (30) days has expired unless there is an agreement in writing between the operator and the occupant providing for a longer period of occupancy. In determining whether a person is a transient, uninterrupted periods of time extending both prior and subsequent to the effective date of this Chapter may be considered. "(e) Rent. "Rent" means the consideration charged, wF e-ther or not received, for the occupancy of space in a hotel valued in money, whether to be received in money, goods, labor or otherwise, including all receipts, cash, credits and property and services of any kind or nature, without any deduction therefrom whatsoever. "(f) Operator. "Operator" means the person who is proprietor of the hotel, whether in the capacity of owner, lessee, sublessee, mortgagee in possession, licensee, or any other capacity. Where the operator performs his functions through a managing agent of any type or character other than an employee, the managing agent shall also be deemed an operator for the purposes of this Chapter and shall have the same duties and liabilities as his principal. Compliance with the provisions of this Chapter by either the principal or the managing agent shall, however, be considered to be compliance by both. "(g) Tax Administrator. "Tax Administrator" means the qty Clerk o t e City of Rosemead. 116602. Tax Imposed. For the privilege of occupancy in any hotel, each transient is subject to and shall pay a tax in the amount of five percent (5%) of the rent charged by the operator. Said tax constitutes a debt owed by the transient to the City which is extinguished only by payment to the operator or to the City. The transient shall pay the tax to the operator of the hotel at the time the rent is paid. if the rent is paid in installments, a proportionate share of the tax shall be paid with each installment. The unpaid tax shall be due upon the transient's ceasing to occupy space in the hotel. If for any reason the tax due is not paid to the operator of the hotel, the Tax Administrator may require that such tax shall be paid directly to the Tax Administrator. "6603. Exemptions. No tax shall be imposed upon: "(a) Any person as to whom, or any occupancy as to which, it is beyond the power of the City to impose the tax herein provided; "(b) Any federal or State of California officer of employee when on official business; "(c) Any officer or employee of a foreign government who is exempt by reason of express provision of federal law or international treaty. No exemption shall be granted except upon a claim therefor made at the time rent is collected and under penalty of perjury upon a form prescribed by the Tax Administrator. 116604. 0 erg ator's_Duties. Each operator shall collect the tax imposed by this Chapter to the same extent and at the same time as the rent is collected from every transient. The amount of tax shall be separately stated from the amount of the rent charged, and each transient shall receive a receipt for payment from the operator. No operator of a hotel shall advertise or state in any manner, whether directly or indirectly, that the tax or any part thereof will be assumed or absorbed by the operator, of that it will not be added to the rent, or that, if added, any part will be refunded except in the manner hereinafter provided. 116605. Registration. Within thirty (30) days after the effective date ohs Chapter, or within thirty (30) days after commencing business, whichever is later, each operator of any hotel renting occupancy to transients shall register said hotel with the Tax Administrator and obtain from him a "Transient Occupancy Registration Certificate" to be at all times posted in a conspicuous place on the premises. Said certificate shall, among other things, state the following: 2 - 0 0 "(1) The name of the operator; 11(2) The address of the hotel; 11(3) The date upon which the certificate was issued; 11(4) 'This Transient Occupancy Registration Certificate signifies that the person named on the face hereof has fulfilled the requirements of the Uniform Transient Occupancy Tax Ordinance by registering with the Tax Administrator for the purpose of collecting from transients the Transient Occupancy Tax and remitting said tax to the Tar. Administrator. This certificate does not authorize any person to conduct any unlawful business or to conduct any lawful business in an unlawful manner, nor to operate a hotel without strictly complying with all local applicable laws, including but not limited to those requir- ing a permit from any board, commission, department or office of this City. This Certificate does not constitute a permit.' 116606. Reporting and Remitting. Each operator shall, on or before the last day o~ t~Fie month following the close of each calendar quarter, or at the close of any shorter reporting period which may be established by the Tax Administrator, make a return to the Tax Administrator, on forms provided by him, of the total rents charged and received and the amount of tax collected for transient occupancies. At the time the return is filed, the full amount of the tax collected shall be remitted to the Tax Administrator. The Tax Administrator may establish shorter reporting periods for any certificate holder if he deems it necessary in order to insure collection of the tax and he may require further information in the return. Returns and payments are due immediately upon cessation of business for any reason. All taxes collected by operators pursuant to this Chapter shall be held in trust for the account of the City until payment thereof is made to the Tax Admin- istrator. 116607. Penalties and interest. • "(a) Original Delinquency. Any operator who fails to r remit any tax imposed by this Chapter within the time required shall pay a penalty of ten percent (10%) of the amount of the tax in addition to the amount of the tax. "(b) Continued Delinqguency. Any operator who fails to remit any delinquent remittance on or before a period of thirty (30) days following the date on which the remittance first became delinquent shall pay a second delinquency penalty of ten percent (10%) of the amount of the tax in addition to the amount of the tax and the ten percent (10%) penalty first imposed. "(c) Fraud. if the Tax Administrator determines that 07ie non-payment of any remittance due under this Chapter is due to fraud, a penalty of twenty-five percent (25%) of the amount of the tax shall be added thereto in addition to the penalties stated in subparagraphs (a) and (b) of this section. - 3 - • 10 "(d) Interest. In addition to the penalties imposed, any operator who fails to remit any tax imposed by this Chapter shall pay interest at the rate of one-half of one percent (z%) per month or fraction thereof on the amount of the tax, exclusive of penalties, from the date on which the remittance first became delinquent until paid. "(e) Penalties Merged kIith Tax: [very penalty imposed an sue interest as accrues under the provisions of this section shall become a part of the tax herein required to be paid. 115608. Failure to Collect and Report Tax. Determination of Tax Tax Administrator. I any operator Shall fail or refuse to collect said tax and to make, within the time provided in this Chapter, any report and remittance of said tax or any portion thereof required by this Chapter, the Tax Administrator shall proceed in such manner as he may deem best to obtain facts and informa- tion on which to base his estimate of the tax due. As soon as the Tax Administrator shall procure such facts and information as he is able to obtain upon which to base the assessment of any tax imposed by this Chapter and payable by any operator who has failed or refused to collect the same and to make such report and re- mittance, he shall proceed to determine and assess against such operator the tax, interest and penalties provided for by this Chapter. In case such determina- tion is made, the Tax Administrator shall give a notice of the amount so assessed by serving it personally or by depositing it in the United States mail, postage prepaid, addressed to the operator so assessed at his last known place of address. Such operator may within ten (10) days after the serving or mailing of such notice make application in writing to the Tax Administrator for a hearing on the amount assessed. If application by the operator for a hear- ing is not made within the time prescribed, the tax, interest and penalties, if any, determined by the Tax Administrator shall become final and conclusive and immediately due and payable. If such application is made, the Tax Administrator shall give not less than five (5) days written notice in the manner prescribed herein to the operator to show cause at a time and place fixed in said notice .hy said amount specified therein should not be fixed for such tax, interest and penalties. At such hearing, the operator may appear and offer evidence why such :pecified tax, interest and penalties should not be so fixed. After such hearing the Tax Administrator shall determine the proper tax to be remitted and shall thereafter give written notice to the person in the manner pre- scribed herein of such determination and the amount of such tax, interest and penalties. The amount determined to be due shall be payable after fifteen (15) days unless an appeal is taken as provided in Section 6609 hereof. Ta A m nistrator with respect to the amount of such tar,, interest and penalties, if any, may appeal to the City Council by filing a notice of appeal with the City Clerk within fifteen (15) days of the serving or mailing of the determination of tax due. The Council shall fix a time and place for hearing such appeal, and the City Clerk shall give notice in writing to such operator at !Js last known place of address. The findings of the Council shall be final and conclusive and shall be served upon the appellant in the manner prescribed above for service of notice of - 4 - "6609. Appeal. Any operator aggrieved by any decision of the x i hearing. Any amount found to be due shall be immediately due and payable upon the service of notice. 116610. Records. it shall be the duty of every operator liable or the collection and payment to the City of any tax imposed by this Chapter to keep and preserve, for a period of three years, all records as may be necessary to determine the amount of such tax as he may have been liable for the collection of and payment to the City, which records the Tax Administrator shall have the right to inspect at all reasonable times. "6611. Refunds. "(a) Whenever the amount of any tax, interest or penalty has been overpaid or paid more than once or has been erroneously or illegally collected or received by the City under this Chapter it may be refunded as provided in subparagraphs (b) and (c) of this section provided a claim in writing therefor, stating under penalty of perjury the specific grounds upon which the claim is founded, is filed with the Tax Administrator within three years of the date of payment. The claim shall be on forms furnished by the Tax Administrator. • "(b) An operator may claim a refund or take as credit against taxes collected and remitted the amount overpaid, paid more than once or erroneously or illegally collected or re- ceived when it is established in a manner prescribed by the Tax Administrator that the person from whom the tax has been collected was not a transient; provided, however, that neither a refund nor a credit shall be allowed unless the amount of the tax so collected has either been refunded to the transient or credited to rent subsequently payable by the transient to the operator. "(c) A transient may obtain a refund of taxes over- paid or paid more than once or erroneously or illegally collected or received by the City by filing a claim in the manner provided in sub- paragraph (a) of this section, but only when the tax was paid by the transient directly to the Tax Administrator, or when the transient having paid the tax to the operator, establishes to the satisfaction of the Tax Administrator that the transient has been unable to obtain a refund from the operator who collected the tax. "(d) No refund shall be paid under the provisions of this section unless the claimant establishes his right thereto by written records showing entitle- ment thereto. 116612. Actions to Collect. Any tax required to be paid by any transient un er t e provisions of this Chapter shall be deemed a debt owed by the transient to the City. Any such tax collected by an operator which has not been paid to the City shall be deemed a debt owed by the operator to the City. Any person owing money to the City under the provisions of this Chapter shall be liable to an action brought in the name of the City of Rosemead for the recovery of such amount. - 5 - 116613. Violations; Misdemeanor. Any person violating any of the provisions o this C apter shall be guilty of a misdemeanor and shall be punishable therefor by a fine of not more than five hundred dollars ($500.00) or by imprisonment in the City jail for a period of not more than six (6) months or by both such fine and imprisonment. "Any operator or other person who fails or refuses to register as required herein, or to furnish any return required to be made, or who fails or refuses to furnish a supplemental return or other data required by the Tax Administrator, or who renders a false or fraudulent return or claim, is guilty of a misdemeanor, and is punishable as aforesaid. Any person required to make, render, sign or verify any report or claim who makes any false or fraudulent report or claim with intent to defeat or evade the determination of any amount due required by this Chapter to be made, is guilty of a misdemeanor and is punishable as aforesaid. 116614. Severability. If any section, subsection, subdivision, paragrap sentence, clause or phrase of this Chapter or any part thereof is for any reason held to be un- constitutional, such decision shall not affect the validity of the remaining portions of this Chapter or any part thereof. The City Council hereby declares • that it would have passed each section, subsection, subdivision, paragraph, sentence, clause or phrase thereof, irrespective of the fact that any one or more sections, subsections, subdivisions, paragraphs, sentences, clauses or phrases be declared unconstitutional." Section 2. Effective Date. This Ordinance shall be effective FI irty (30 ays rom and after the date of its passage except that the tax imposed by this ordinance shall become opera- tive and be imposed on July 1, 1968, and shall not apply prior to said date. PASSED, APPROVED and ADOPTED this 16th day of April, 1963. is MAYOR OF THt CITY Of-ROSEMEA,) ATTEST: CITY CLERK - 6 -