BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  AB 210
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          ASSEMBLY THIRD READING
          AB 210 (Wieckowski)
          As Amended  April 23, 2013
          Majority vote 

           LOCAL GOVERNMENT             7-2REVENUE & TAXATION             
          5-3                 
           
           ----------------------------------------------------------------- 
          |Ayes:|Achadjian, Levine, Alejo, |Ayes:|Bocanegra, Gordon,        |
          |     |Bradford, Gordon, Mullin, |     |Mullin, Pan,              |
          |     |Bonta                     |     |Ting                      |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Melendez, Waldron         |Nays:|Dahle, Harkey, Nestande   |
          |     |                          |     |                          |
           ----------------------------------------------------------------- 

           SUMMARY  :  Extends the current authority for Alameda County to  
          adopt an ordinance imposing a transactions and use tax from  
          January 1, 2014, to December 31, 2020, and allows Contra Costa  
          County to adopt an ordinance imposing a transactions and use tax  
          in the same manner as Alameda County.  Specifically,  this bill  :
          
          1)Extends the sunset date, from January 1, 2014, to December 31,  
            2020, to provide authority to Alameda County to adopt an  
            ordinance to impose a transactions and use tax that exceeds  
            the combined statutory rate of 2%.  

          2)Allows, until December 31, 2020, Contra Costa County to adopt  
            an ordinance to impose a transactions and use tax not to  
            exceed 0.5% for the support of a countywide transportation  
            program at a rate that would, in combination with other taxes,  
            exceed the statutory limit of 2%.  

          3)Allows Alameda County and Contra Costa County to place the  
            ordinance proposing the transactions and use tax to the voters  
            in an election outside the November general election.

          4)Finds and declares that a special law is necessary because of  
            the unique fiscal pressures experienced in Alameda and Contra  
            Costa County in providing essential transportation programs.

           EXISTING LAW  : 








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          1)Authorizes cities and counties to impose a local sales and use  
            tax.

          2)Authorizes cities and counties to impose transactions and use  
            taxes.

          3)Prohibits, in any county, the combined rate of all taxes  
            imposed in accordance with Transactions and Use Tax Law from  
            exceeding 2%. 

          4)Allows the County of Alameda to adopt an ordinance imposing a  
            transactions and use tax not to exceed 0.5% for the support of  
            countywide transportation programs at a rate that would, in  
            combination with all other transaction and use taxes, exceed  
            the 2% limit established in existing law, if all the following  
            conditions are met:

             a)   The local government entity adopts an ordinance  
               proposing the transactions and use tax by any applicable  
               voting requirements;
             b)   The ordinance proposing the transactions and use tax is  
               submitted to the electorate on the November 6, 2012,  
               general election ballot and is approved by two-thirds of  
               the voters voting on the ordinance; and,

             c)   The transactions and use tax conforms to the Transaction  
               and Use Tax Law.

          5)Provides that the authority for the County of Alameda to adopt  
            an ordinance to impose a transactions and use tax that exceeds  
            the combined statutory rate of 2% shall only remain in effect  
            until January 1, 2014.  

           FISCAL EFFECT  :  None

           COMMENTS  :  Prior to 2003, cities lacked the ability to place  
          transactions and use taxes before their voters without first  
          obtaining approval by the Legislature to bring an ordinance  
          before the city council, and, if approved at the council level,  
          to the voters.  This was remedied by SB 566 (Scott), Chapter  
          709, Statutes of 2003.  SB 566 also contained provisions to  
          increase a county's transactions and use tax cap because of the  
          possibility that certain counties were going to run out of room  








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          under their caps if cities within those counties approved  
          transactions and use taxes.  

          In Alameda County, Union City voters recently passed a  
          transactions and use tax of 0.5%, which in addition to the  
          countywide rate of 1.5% occupy the tax capacity under the 2%  
          combined rate.  The existing 2% transactions and use tax limit  
          would have prevented the enactment of a ballot measure in  
          November of 2012 to increase the tax if it was approved by the  
          voters.  In order to remedy this AB 1086 (Wieckowski), Chapter  
          327, Statutes of 2011, allows a one-time exemption from the 2%  
          transactions and use tax combined rate cap that is currently in  
          statute.  This one-time exemption was only for Alameda County  
          and only applied if two-thirds of voters, voting in the November  
          6, 2012, election agreed and only if the transactions and use  
          tax conforms to Transactions and Use Tax Law.  

          To take advantage of this one-time remedy, Measure B1 was placed  
          on the November 6, 2012, ballot in Alameda County.  According to  
          the author, "Measure B1 was supported by an overwhelming  
          majority of voters at 66.53%, but fell .15% short of reaching  
          the two-thirds threshold. Given the clear majority of voters  
          that support continued improvements to meet the county's vast  
          transportation needs, the Alameda County Transportation  
          Commission is seeking approval to take another ballot measure  
          before voters prior to 2020."  

          This bill allows Alameda County to go back to the voters with  
          another ballot measure by extending their existing authority,  
          from January 1, 2014, to December 31, 2020, to adopt an  
          ordinance to impose a transactions and use tax that exceeds the  
          combined rate of 2%.  According to the Alameda County  
          Transportation Commission (Alameda CTC) they are in the process  
          of developing long-term policies and a funding plan to return  
          with another ballot measure prior to 2020.  This bill is  
          sponsored by the Alameda CTC.  

          Additionally, Contra Costa Transportation Authority (CCTA) is  
          currently working on a 2014 update of the Countywide  
          Comprehensive Transportation Plan (CTP).  The development of the  
          CTP is underway and includes a public input component, polling,  
          and strategic planning that may inform the CCTA in their  
          decision to develop an expenditure plan that includes a local  
          transportation measure.  Without this bill, if the CCTA decides  








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          to proceed with an increase, the existing 2% transactions and  
          use tax limit will prevent the enactment of the tax if it is  
          approved by the voters.  The City of El Cerrito recently enacted  
          an additional transactions and use tax of 0.5%, which in  
          addition to the current rate of 0.5% in El Cerrito and the  
          countywide rate of 1% occupy the tax capacity under the 2%  
          combined rate.  The CCTA would like the option of placing a  
          ballot measure before the voters to exceed the existing 2% cap  
          by 0.5%.  

          This bill requires Contra Costa County to abide by requirements  
          established for Alameda County in order to exceed the 2%  
          transactions and use tax cap.  Like Alameda County, this bill  
          provides Contra Costa County an exemption to the 2% cap, if  
          two-thirds of voters in an election agree, and only if the  
          transactions and use tax conforms to Transactions and Use Tax  
          Law.  This bill allows the two counties to place a ballot  
          measure for a transactions and use tax up to 0.5% in any  
          election until December 31, 2020.  

          The Legislature may wish to discuss if the 2% transactions and  
          use tax combined rate cap needs to be raised statewide, instead  
          of having counties come to the Legislature on a case by case  
          basis.  

          Support arguments:  While this bill allows Alameda and Contra  
          Costa County to exceed the current 2% combined county rate, it  
          abides by all local voting requirements, and would only take  
          effect if voters approve the new transactions and use tax at an  
          election prior to December 31, 2020.

          Opposition arguments:  Opponents argue that this bill will  
          further distort the intention and design of California local  
          sales tax by promoting inconsistent rates amongst the counties.   
          Additionally, excessive tax rates put the state at a competitive  
          disadvantage and forestall an economic recovery.


           Analysis Prepared by  :    Misa Yokoi-Shelton / L. GOV. / (916)  
          319-3958 


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