HomeMy WebLinkAboutCOM 0615.000 2012-2014 Mtv or
BRENDA J. FORD � ,;. Phone: 808 323-4277
Council Member ' `i'�!` �' ��•• Phone: (808)
• • Fax: (808)329-4786
District 6 -Portion of North �,. _ e;'��••Kona, South Kona, Ka`u, & '•op vo• E-Mail: bford @co.hawaii.hi.us
•Greater Volcano Area
HAWAII COUNTY COUNCIL
County of Hawaii
West Hawaii Civic Center
74-5044 Ane Keohokalole Hwy.
Kailua-Kona, Hawaii 96740
,_)
DATE: January 15, 2014
�n r
-v G---
TO: J Yoshimoto, Chairperson, ;'
And Members of the Hawai`i County Council
c.�
FROM: Brenda J. Ford, Council Member ,
SUBJECT: Council of Mayors' Proposal for a 1% Excise Tax
Due to the opening of the State Legislative 2014 session, and the urgency of the topic,
I am requesting to have this item be placed on the Committee on Finance agenda of
January 21, 2014.
The purpose is to allow discussion regarding the Council of Mayors' proposal to the State
Legislature allowing the authorization of each county to have the power to increase the
general excise tax up to 1%. I have attached supporting documents from Kauai Council
Member JoAnn A. Yukimura, and an article from Kauai's Garden Island newspaper article
on this subject.
Mahalo for your kind attention on this matter.
BF/dkr/la
Att.:
Council Member JoAnn A.Yukimura Letter Dated January 14,2014
Council Member JoAnn A.Yukimura Memorandum Dated October 22,2013,
Updated January 14,2014
Kauai Garden Island Newspaper Article Dated December 14,2009
Comm.No. i S
Ref.To.
Ref.Date
Serving the Interests of the People of Our Island
Hawaii County Is An Equal Opportunity Provider And Employer
' y
COUNTY COUNCIL - OFFICE OF THE COUNTY CLERK
Jay Furfaro,Chair o%
Mason K.Chock,Sr.,Vice Chair p x. Ricky Watanabe,County Clerk
Tim Bynum " +� _ �^ Jade K.Fountain-Tanigawa,Deputy County Clerk
Gary L.Hooser
Ross Kagawa ��ts►a���; ��
Mel Rapozo �,�� 41'71 Telephone(808)241-4188
JoAnn A.Yukimura of Fax (808)241-6349
Email cokcouncil®kauai.gov
Council Services Division
4396 Rice Street,Suite 209
Lihu`e,Kauai,Hawaii 96766
January 14, 2014
URGENT AND IMPORTANT
Via E-mail
RE: COUNCIL OF MAYORS PROPOSAL FOR "UP TO 1% EXCISE TAXING
POWER"
Dear HSAC colleague:
Happy New Year!
As you may know, the four mayors of Hawai`i's four counties have agreed to
go before the 2014 Legislature requesting excise taxing authority for the each
county up to 1% for general fund purposes—that is, to be used for any legitimate
county expenditure and not earmarked and limited to transit, as is the existing
1%2 % power to the City and County of Honolulu.
Tomorrow, (or today, depending when you read this) Wednesday, January 15,
2013, the Hawai`i State Association of Counties (HSAC) Executive Committee will
be meeting at 3 p.m. at Honolulu Hale to decide whether HSAC will align with and
support the mayors' request.
Under HSAC's rules, while the State Legislature is in session, the Executive
Committee is able to take a position on revenue or home rule issues without
ratification by every county council. I believe the purpose of the rule was to allow
quick response to revenue and home rule issues that emerge unexpectedly during a
legislative session. This is not the case with the 1% taxing power as the HSAC
Executive Committee has already had three meetings on the subject in the last
three months'. At their last meeting in.December, the HSAC Executive Committee
decided to wait till Opening Day of the 2014 Legislature, apparently in order to
meet;the letter of the law.
I am writing you because I believe it is premature for HSAC to take a stand
in favor of an unrestricted 1% excise taxing power, especially if it hasn't been
endorsed by all county councils. The following are my reasons:
1. We, as individual county councils, and we, as the HSAC, have not had a
chance to fully discuss this issue among ourselves nor to get sufficient
input from our respective constituencies. It is a far-reaching proposal
that will have significant and serious impacts on our island economies
and on our people, especially those who already struggle with the high
cost of living in Hawaii. HSAC and its member county councils have not
fully discussed the proposal among ourselves or our constituents; nor
have we discussed alternatives. (Please see Attachment "A" for one
alternative that I have floated for discussion.)
AN EQUAL OPPORTUNITY EMPLOYER
O
• • r
Dear HSAC colleague
Re: Council of Mayors Proposal for "Up to 1% Excise Taxing Power"
January 14, 2014
Page 2
2. We, as individual county councils, and we, as the HSAC, haven't done our
homework and don't understand the ramifications of the mayors'
proposal. As you may know, the excise taxing power, especially as
structured in Hawaii, is an extremely regressive tax—that is, its impacts
are proportionately hardest on the poor and lower income households.
Please see Attachment "B" "Hidden costs lurk in Hawaii's version of sales
tax" and Attachment "C," "Info Sheet 1: How Regressive Taxes Affect
Different Income Levels." At minimum it seems we need to know how
much additional cost of living a 1% excise tax will generate for lower
income families. We also need to know the impacts of the "pyramiding"
tax on small businesses.
3. As has been said over and over again, we need to be united when we go
before the Legislature. Because we haven't had a robust discussion
within our councils, within HSAC, or with our constituents, we don't have
a united position. We need time to see if we can develop a consensus. If
we could find a consensus, it would be very powerful, but a divided HSAC
is not a good approach.
If, after reading this, you share my concerns, please do the following:
1. Let me know so we can work together. I plan to submit testimony to the
State Legislature against the mayors' proposal.
2. Let your HSAC representative know that you would like the Executive
Committee to defer this matter so HSAC can make it the focus of our next
HSAC general membership meeting and we have the time to discuss the
matter in our respective councils and with the citizens of our respective
counties.
3.' If the matter is approved by the HSAC Executive Committee, please let
your state legislators know that you do not at this time support a 1%
county excise tax power that can be used for any county purpose.
Thank you for your consideration in reading this.
Sincerely,
•
ANNA. YU ► RA
Councilmember, .ua`i County Council
JAY:dmc
--_ Attachment A
COUNTY COUNCIL ° ' OFFICE OF THE COUNTY CLERIC
� K
Jay Furfaro,Chair
Mason K.Chock Sr.,Vice Chair G "'- z, ',.;) Ricky Watanabe,County Clerk
Tim Bynum t rM ;, Jade K.Fountain-Tanigawa,Deputy County Clerk
Gary L.Hooser ;`
Ross Kagawa i`YAr���t _ j���4 Telephone(808)241-4188
Mel Rapozo of Fax (808)241-6349
JoAnn A.Yukimura v Email cokcouncil@kauai.gov
Council Services Division
4396 Rice Street,Suite 209
Lihu`e,Kauai,Hawaii 96766
MEMORANDUM
October 22, 2013
Updated January 14, 2014
TO: Mel Rapozo, President
and Members of the Hawai`i State Association of Counties
FROM: JoAnn A. Yukimura, Councilmember, Kaua`i County Council
RE: A PROPOSAL REGARDING TAXING POWERS AND REVENUE-
SHARING FOR THE COUNTIES
I. Legal Framework:
"Article VIII, Section 3:
The taxing power shall be reserved to the State, except so much
thereof as may be delegated by the legislature to the political subdivisions,
and except that all functions, powers and duties relating to the taxation of
real property shall be exercised exclusively by the counties, with the
exception of the county of Kalawao. The legislature shall have the power to
apportion state revenues among the several political subdivisions." [Ren
and am Const Con 1978 and election Nov 7, 1978]
II. Background:
Prior to 1978, revenue sources for the counties evolved from one percent (1%)
of the General Excise Tax (GET) (distributed by percentages to counties)
(1947) to a combination of GET and public service taxes (1965) to grants-in-
aid of$18.2 million divided among counties by percentages (1973).
In 1978, a constitutional amendment was proposed by the Constitutional
Convention and approved by the voters transferring all real property tax
powers to the counties. See "Legal Framework" above.
In 1986, the Transient Accommodations Tax (TAT) on visitor
accommodations was approved by the Legislature. In a separate bill, but
presumably taking from the revenues generated by the TAT, counties were
AN EQUAL OPPORTUNITY EMPLOYER
Page 12
granted $12 million from the State General Fund for "infrastructure and,/ or
tourism-related activities" in addition to the existing $19 million in grants-in-
aid.
In.1989, the Legislature nearly doubled the grants-in-aid to the counties from
$39.4 million to $71.9 million, while rejecting the transfer of tobacco and
liquor taxes to the counties.
In 1990, the mode of revenues to the county switched to the TAT, with 95%
being distributed amongst counties. In the same year the Legislature
authorized Honolulu to impose a 0.5% GET surcharge for the fixed rail
project and gave the other counties a time-limited right to impose such a
surcharge for general purposes. None of the counties invoked their authority,
and it expired.
Between 1993 and 2009, the State increased the TAT tax rate on room rates,
ending at 9.25% of room rate in 2012. All of the additional revenues
generated were allocated to State related needs. In 2011, TAT revenues
distributed to the counties were capped at $93 million.
During that time, in 2001, the Legislature provided for a sharing of the public
service company tax revenues with counties that exempted public utility real
property from taxation. In 2005, a 0.5% GET surcharge was authorized for
the counties, but only Honolulu chose to levy the surcharge. By law, the
revenues collected were earmarked for operating or capital costs of public
transportation systems within each county.
III. Suggested Counties Approach:
Instead of being forced to choose one taxing power over another, it would be
more strategic for counties to ask for a portfolio of limited (i.e., not open-
ended) taxing powers and/or revenue sources.
It will also be important to demonstrate that the counties are following
budgeting best practices to assure the Legislature that we are being judicious
with taxpayers' money and will not use the additional powers simply for
political gain (i.e., to keep real property taxes low to get re-elected).
IV.Proposal:
The counties should ask for a portfolio of limited powers or revenue sources
that will allow flexibility among the counties that have different needs and
circumstances. A diversified base is also a more stable base. Limitations
(such as caps, conditions, etc.) should be imposed to guard against unwise
and politically motivated expenditures. There could be built-in incentives to
encourage efficient and effective use of resources and to encourage long-range
over short-term thinking. The powers and sources could include:
Page 13
a. General Excise Tax Power with 0.50% earmarked for public
transportation.'
b. TAT revenues up to what can be justified.2
c. Liquor and tobacco taxes for drug prevention, education, and
enforcement up to a certain amount, with condition that evidence
based prevention gets 70% of funds.
d. Conveyance Tax Surcharge (TBD) to fund the county's affordable
housing program.
1. Conditions: Sources of revenues to be available only if:
a. A county is paid in full on health and pension contributions.
b. A county has a reserve policy. The county must set aside at least
% of revenues as reserve.
c. Measurable results of drug prevention and enforcement are
achieved as certified by third party auditor to Department of
Health.
d. A county must have a strategic plan. (e.g. See the Office of
Hawaiian Affairs' Strategic Plan)
e. Property taxes make up at least 70% of the operating budget.
f. The fees for services by the county are updated regularly.
V. A Work in Progress:
The purpose here is to suggest the concept of a portfolio of limited taxing
powers and revenue sharing and to recognize the Legislature's interest in
making sure that the conveyed powers/revenues are efficiently and effectively
used without causing an undue burden on taxpayers. This is offered as a
beginning concept for all of us to collaborate on. If the HSAC Executive
Committee feels this approach has merit, a special committee could possibly
be appointed to work on this concept with representatives from the mayors
group and/or this could be the major focus of discussion at our next HSAC
Convention.
Next to early education, it is said that public transportation is the best investment a community
can make. The return on investment in terms of traffic congestion reduction, energy savings,
lower household transportation costs,reduced greenhouse gases and smaller government costs
due to more compact development patterns are the largest per public dollar spent.
2 TAT is a necessity as counties bear a tremendous fiscal burden in servicing visitors.
.
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