BILL ANALYSIS                                                                                                                                                                                                    �



                                                                            



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                                    THIRD READING


          Bill No:  SB 983
          Author:   Hernandez (D)
          Amended:  As introduced
          Vote:     21

           
           SENATE GOVERNANCE & FINANCE COMMITTEE  :  4-2, 4/30/14
          AYES:  Wolk, DeSaulnier, Hernandez, Liu
          NOES:  Knight, Walters
          NO VOTE RECORDED:  Beall

           SENATE APPROPRIATIONS COMMITTEE  :  Senate Rule 28.8


           SUBJECT  :    Local sales taxes:  card lock fuel:  place of sale

           SOURCE  :     City of South El Monte


           DIGEST  :    This bill specifies that, for purposes of allocating  
          the local tax on sales of fuel made through a card lock network,  
          the place at which the fuel is delivered is the point of sale.

           ANALYSIS  :    Existing law authorizes counties, under the  
          Bradley-Burns law, to impose a local sales and use tax of up to  
          1% on tangible personal property sold at retail in the county,  
          or purchased outside the county for use in the county.  All  
          cities and counties within California have adopted ordinances  
          under the terms of the Bradley-Burns Law and levy the 1% local  
          tax.  Cities can impose a sales and use tax rate of up to 1%,  
          credited against the county rate so that the combined rate does  

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          not exceed 1%.  The State Board of Equalization (BOE)  
          administers these taxes.  Of the 1% tax, 0.75% is used to  
          support general operations and the remaining 0.25% is designated  
          by statute for county transportation purposes.

          Bradley-Burns law specifies the "place of sale" for purposes of  
          the local sales tax.  In general, all retail sales in California  
          are consummated at the place of business of the retailer.  If a  
          retailer has only one place of business in California, the local  
          sales tax derived from sales consummated at that place of  
          business is transmitted to the city, county, or city and county  
          in which the retailer's place of business is located.  If a  
          retailer has more than one place of business in the state, BOE  
          regulation specifies that the sale occurs at the place of  
          business where the principal negotiations are carried on.

          This bill specifies that, for purposes of allocating the local  
          tax on sales of fuel made through a card lock network, the place  
          at which the fuel is delivered is the point of sale.

          This bill defines "card lock system" as a system where owners of  
          unattended card lock fueling stations form a network whereby  
          customers may purchase fuel at any of the network's  
          participating fueling stations by use of a card issued to the  
          customer, and where prices are not posted at the pump and no  
          receipt is given at the time of delivery.

           Background
           
          Out of state retailers that negotiate sales outside of  
          California, allocate the local tax in one of two ways.  If the  
          out of state retailer is engaged in business in this state, the  
          local tax is allocated to the location of the retailer's  
          in-state location.  If the out of state retailer is not engaged  
          in business in this state, the local tax is allocated to the  
          location of the headquarters of the California based business  
          the retailer has contracted with.

          A card lock network fuel system is comprised of self-service  
          fuel stations and at least one sales office.  The card lock  
          network contracts with commercial, industrial, and governmental  
          fleets to provide fuel at both stations owned by the card lock  
          system and affiliate stations not owned by card lock network.   
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          Customers are issued cards which allow them to receive fuel at  
          any of the fuel stations owned by the card lock network or  
          affiliated with the card lock system.  The contracts are  
          negotiated between the customer and the card lock network prior  
          to the delivery of the fuel.  At card lock fueling stations,  
          fuel prices are generally not posted at the pump, and if prices  
          are posted, they do not apply to the sale of fuel to card lock  
          customers.

           Prior legislation  .  AB 451 (Yee, Chapter 391, Statutes of 2005)  
          designated that the point of sale of jet fuel is the point of  
          delivery of that jet fuel to the aircraft.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  No

           SUPPORT  :   (Verified  5/14/14)

          City of South El Monte (source)
           Cities of Atascadero, Azusa, Baldwin Park, Carson, Downey, El  
            Monte, Huntington Park, Industry, Irwindale, La Mirada, La  
            Puente, Rancho Cucamonga, Rosemead, Upland, and Vacaville

           ARGUMENTS IN SUPPORT  :    Supporters state:

            The allocation of the Bradley Burns portion of sales and use  
            tax revenue from these transactions pose a problem for local  
            governments with these fueling stations in their jurisdiction  
            because there are a significant number of negative secondary  
            effects associated with their utilization.  The vehicles that  
            utilize these stations are generally semi-trucks, which are  
            heavy in weight, therefore causing substantial wear and tear  
            to city streets as well as traffic congestion and reduced air  
            quality.

            Vehicles are fueling up in over 1,000 locations in cities  
            throughout the state, but approximately only 30 cities are  
            receiving any of the estimated $137 million in statewide  
            Bradley Burns' portion of tax revenue generated from these  
            transactions.  These revenues would be better suited to help  
            cities where fueling takes place to offset pollution and  
            deterioration to their infrastructure.

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          AB:k  5/14/14   Senate Floor Analyses 

                           SUPPORT/OPPOSITION:  SEE ABOVE

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