BILL ANALYSIS                                                                                                                                                                                                    Ó



          SENATE COMMITTEE ON GOVERNANCE AND FINANCE
                         Senator Robert M. Hertzberg, Chair
                                2015 - 2016  Regular 

                              
          
           ------------------------------------------------------------------ 
          |Bill No:  |SB 898                           |Hearing    |4/20/16  |
          |          |                                 |Date:      |         |
          |----------+---------------------------------+-----------+---------|
          |Author:   |Nguyen                           |Tax Levy:  |No       |
          |----------+---------------------------------+-----------+---------|
          |Version:  |4/4/16                           |Fiscal:    |Yes      |
           ------------------------------------------------------------------ 
           ----------------------------------------------------------------- 
          |Consultant|Bouaziz                                               |
          |:         |                                                      |
           ----------------------------------------------------------------- 

                    Sales and use taxes:  exemption:  animal blood



          Provides a sales and use tax exemption for the sale of animal  
          blood.


           Background 

           State law imposes a sales and use tax (SUT) on the sale,  
          storage, or use of tangible personal property unless exempted by  
          state law.  Generally, nonprofits, public agencies, and  
          charities are subject to sales and use tax, unless otherwise  
          exempted.  Cities and Counties may increase the SUT rate up to  
          2% as a transactions and use tax for either specific or general  
          purposes with a vote of the people.
                     
          The current state SUT rate on tangible personal property is 7.5%  
          and is imposed as follows:

          
                   ------------------------------------------------------------- 
                  |       |                    |                                |
                  | Rate  |    Jurisdiction    |       Purpose/Authority        |
                  |       |                    |                                |
                  |-------+--------------------+--------------------------------|
                  |       |                    |                                |
                  |3.9375%|State (General      |State general purposes          |
                  |       |Fund)               |                                |







          SB 898 (Nguyen)                                         Page 2  
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                  |       |                    |                                |
                  |-------+--------------------+--------------------------------|
                  |       |                    |                                |
                  |1.0625%|Local Revenue Fund  |Realignment of local public     |
                  |       |2011                |safety services                 |
                  |       |                    |                                |
                  |       |                    |                                |
                  |       |                    |                                |
                  |-------+--------------------+--------------------------------|
                  |       |                    |                                |
                  | 0.25% |State (Fiscal       |Repayment of the Economic       |
                  |       |Recovery Fund)      |Recovery Bonds                  |
                  |       |                    |                                |
                  |-------+--------------------+--------------------------------|
                  |       |                    |                                |
                  | 0.25% |State (Education    |Schools and community college   |
                  |       |Protection Account) |funding                         |
                  |       |                    |                                |
                  |-------+--------------------+--------------------------------|
                  |       |                    |                                |
                  | 0.50% |State (Local        |Local governments to fund       |
                  |       |Revenue Fund)       |health and welfare programs     |
                  |       |                    |                                |
                  |-------+--------------------+--------------------------------|
                  |       |                    |                                |
                  | 0.50% |State (Local Public |Local governments to fund       |
                  |       |Safety Fund)        |public safety services          |
                  |       |                    |                                |
                  |-------+--------------------+--------------------------------|
                  |       |                    |                                |
                  | 1.00% |Local (City/County) |City and county general         |
                  |       |                    |operations. Dedicated to county |
                  |       |                    |transportation purposes         |
                  |       |0.75% City and      |                                |
                  |       |County              |                                |
                  |       |                    |                                |
                  |       |0.25% County        |                                |
                  |-------+--------------------+--------------------------------|
                  |       |                    |                                |
                  | 7.50% |Total Statewide     |                                |
                  |       |Rate                |                                |
                  |       |                    |                                |
                   ------------------------------------------------------------- 
          








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          State law exempts human whole blood, plasma, blood products, and  
          blood derivatives, or any human body parts held in a bank for  
          medical purposes, from SUT.  This exemption does not apply to  
          animal blood and blood products.  SB 898 seeks to exempt animal  
          blood and blood products from SUT as well.


           Proposed Law

           Senate Bill 898 provides a sales and use tax exemption for the  
          sale of animal blood, plasma, blood products, and blood  
          derivatives, sold for use in the cure, mitigation, treatment, or  
          prevention of injury or disease in animals.

          SB 898 requires the State Board of Equalization (BOE) to cancel  
          any current notice of determination and any related penalties  
          and interest, and shall not issue any new notice of  
          determination.

          SB 898 makes findings and declarations.


           State Revenue Impact

           BOE estimates an annual state and local sales and use tax  
          revenue loss of $158,000.  This amount does not include unpaid  
          liabilities that this bill requires the BOE to cancel.


           Comments

           1.   Purpose of the bill.   According to the author, "SB 898  
          amends the California Revenue and Taxation code to clarify that  
          the sale and use of animal blood, blood products, and  
          derivatives by a licensed animal blood bank are not subject to  
          tax.  Since one of the two animal blood bank organizations  
          provides an integral portion of the California's animal donor  
          blood, the need to ensure the protection of this vital service  
          is necessary and appropriate.  Furthermore a similar tax  
          exemption exists in the California tax code for human blood  
          banks, a logical application of this exemption should extend  
          towards animals as well."









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          2.   Animal blood banks.   According to the California Department  
          of Food and Agriculture, only two animal blood banks in  
          California hold licenses to produce, market, and sell animal  
          blood and blood products.  These facilities provide whole blood,  
          plasma, platelets, and clotting factors to veterinary hospitals  
          and clinics.  The blood used to make these products is collected  
          from an animal "blood donor" housed permanently or  
          semi-permanently at the blood bank. California law does not  
          allow pet owners to volunteer their animals as donors to  
          commercial blood banks.

          3.   Small universe, big impact.   With such a small number of  
          taxpayers, proponents argue that absent SB 898, the cost of  
          animal blood will increase and the supply will decrease, even  
          potentially placing one of the two facilities out of business.   
          The two California facilities account for a significant portion  
          of North America's animal blood supply.  Animal blood banks are  
          critical to save animal lives, and proponents state without SB  
          898, access to life saving animal blood and blood products will  
          be jeopardized.   

          4.   Precedent.    SB 898 requires the State Board of Equalization  
          (BOE) to cancel any current notice of determination and any  
          related penalties and interest, and shall not issue any new  
          notice of determination.  While in this case the use of the  
          tangible personal property is laudable, and the amount of  
          revenue loss is relatively small, the bill sets a dangerous  
          precedent for future SUT exemptions.  Taxpayers that believe a  
          SUT exemption applies to a type of tangible personal property  
          could forgo remitting SUT to BOE, and when a notice of  
          determination is issued, attempt to push legislation through the  
          process with both a SUT exemption and a cancelation of any  
          current notice of determination provision.        

          5.   Shrinking revenue source.   SUT exemptions erode an already  
          shrinking base.  Although the SUT represents the state's second  
          largest source of General Fund (GF) revenues, in the past 60  
          years there has been a dramatic reduction in the state's  
          reliance on the SUT and a corresponding increase in its reliance  
          on personal income tax revenues.  In fiscal year (FY) 2014-15,  
          SUT revenues are estimated to comprise 23% of the state's GF  
          revenues, down from nearly 60% in FY 1950-51.  In effect, each  
          SUT exemption is subsidized by State, city, and county  
          governments whose own taxes produce less revenue from a smaller  








          SB 898 (Nguyen)                                         Page 5  
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          base. 


           Support and  
          Opposition   (4/18/16)


           Support  :  ACVS Veterinary Surgeon; American Emergency Clinic;  
          American Holistic Veterinary Medical Association; American  
          Holistic Veterinary Medical Foundation; Animal Urgent Care;  
          California Veterinary Medical Association; Center for  
          Integrative Animal Medicine; Eye Care for Animals; Hemopet;  
          Holistic Veterinary Care; Meridian Veterinary Care; SAGE Centers  
          for Veterinary Specialty and Emergency Care; VCA Emergency  
          Animal Hospital and Referral Center.

           Opposition :  California State Association of Counties; League of  
          California Cities.



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