HomeMy WebLinkAboutResolutions - No. 2005-66 ERWHEREAS, pursuant to authority provided by statute, a petition has been filed with the
legislative body of the City of Lodi, California, signed by more than 10 percent of the number of
registered voters of the City to submit a proposed ordinance relating to a fire and facilities sales
tax; and
WHEREAS, the San Joaquin County Registrar of Voters examined the records of
registration and ascertained that the petition is signed by the requisite number of voters and
has so certified; and
WHEREAS, the City Council is authorized and directed by statute to submit the
propo,sed ordinance to the voters.
IN NO
INKAINTS
NOXIOU91*111DONZYM. 0. .. M.
SECTION 1. That pursuant to the requirements of the laws of the State of California
relating to general law cities, there is ordered to be held in the City of Lodi, California, on
Tuesday, November 7, 2006, a General Municipal Election for the purpose of submitting the
following proposed ordinance:
Shall the ordinance establishing a ten-year one quarter cent transactions and
.use (sales) tax for the limited purpose of the implementation, construction, Yes
maintenance, and operation of the following prioritized projects: 1) placing
paramedics on fire engines; 2) design and construction of Fire Station
Number Five; 3) construction of the Lodi Aquatics Center; 4) design and
construction of a replacement for Fire Station Number Two; and No
5) construction of an Indoor Sports Center be adopted?
aECTION 2. That the text of the ordinance submitted to the voters is attached as
Exhibit A.
SEQTION 3. That the ballots to be used at the election shall be in form and content as
required by law.
a-ECTION 4. That the City Clerk is authorized, instructed, and directed to procure and
furnish any and all official ballots, notices, printed matter, and all supplies, equipment, and
paraphernalia that may be necessary in order to properly and lawfully conduct the election.
SECTION 5. That the polls for the election shall be open at seven o'clock a.m. of the
day of the election and shall remain open continuously from that time until eight o'clock p.m. of
the same day when the polls shall be closed, except as provided in §14401 of the Elections
Code of the State of California.
_SECTION 6. That in all particulars not recited in this resolution, the election shall be
held and conducted as provided by law for holding municipal elections.
_SECTION 7. That notice of the time and place of holding the election is given and the
City Clerk is authorized, instructed, and directed to give further or additional notice of the
election, in time, form, and manner as required by law.
_SECTION 8. That the City Clerk shall certify to the passage and adoption of this
resolution and enter it into the book of original resolutions.
Dated: April 6, 2005
I hereby certify that Resolution No. 2005-66 was passed and adopted by the City Council of the
City of Lodi in a regular meeting held April 6, 2005, by the following vote:
AYES, COUNCIL MEMBERS — Hansen, Johnson, Mounce, and
Mayor Beckman
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — Hitchcock
SUSAN J. BLACK CN
City Clerk
FIRE AND.FACILITIES SALES TAX INITIATIVE
(Text of'Proposed Ordinance)
. ..... . . .. —
AN ORDINANCE OF THE CITY OF LODI IMPOSING A TRANSACTIONS AND USA
TAX TO BE ADMINISTERED: BY THE STATE BOARD OF EQUALIZATION AND
ADDING CHAPtER 3.09 TO THE LODI MUNICIPAL CODE
SECTION 1. The Lodi Municipal Code is hereby amended by the addition of Chapter
3.09, which shall read as follows:
3.09.010 Title and Effect
This chapter shall be known as the Lodi Transactions and Use Tax Ordinance. This
chapter shallbe applicable in the incorporated territory of the City of Lodi ("City"). This
chapter shall complement, and not replace or supersede, the City's existing sales and
use tax, as such tax is described in Chapter 3.08 of the Municipal Code.
3.09.020 Operative Date
As used in Chapter 3.09, "Operative Date" means the first day of the first calendar
quarter commencing more than 110 days after the adoption of this chapter. If this
chapter is app ' roved by the voters at the March 2005 election, the operative date shall be
July 1, 2005.
This chapter is adopted to achieve the following, among other purposes, and the City
Council directs that the provisions hereof be interpreted in order to accomplish those
purposes:
A. To impose retail. transactions and use tax regulations in accordance with the
provisions of Part 1.6 (commencing with Section 7251) of Division 2 of the
Revenue and Taxation Code if two thirds of the electors voting on the measure
vote to approve the imposition of the tax at a special election called for that
purpose.
B. To adopt retail transactions and use tax regulations that incorporate provisions
identical to those of the Sales and Use Tax Law of the State of California insofar
as those provisions are not inconsistent with the requirements and limitations
contained in Part 1.6 of Division 2 of the Revenue and Taxation Code,
C. To adopt retail transactions and use tax regulations that impose a tax and
provide a measure therefor that can be administered and collected by the State
Board of Equalization in a manner that adapts itself as fully as practicable to, and
requires the least possible deviation from, the existing statutory and
administrative procedures followed by the State Board of Equalization in
administering and collecting the California State Sales and Use Taxes.
D. To adopt retail transactions and use tax regulations that can be administered in a
manner that will be, to the greatest degree possible, consistent with the
provisions of Part 1.6 of Division 2 of the Revenue and Taxation Code, minimize
the cost of collecting the transactions and use taxes, and at the same time,
minimize the burden of record keeping upon persons subject to taxation under
the provisions of this chapter.
FIRE ANO FACILITES SALES TAX INITIA TIVE
Text of Proposed Ordinance
Page Two
A. The Expenditure Plan is designed to ensure that the City accomplishes the
specific projects listed below with the revenue generated from the transactions
and use tax. The revenue from the transactions and use tax shall be expended
on these specific projects in the following order of priority:
I - Placing paramedics on fire engines in Lodi (up to $700,000 per year for
six years);
2Design and construction of Fire Station #5, which shall be located in the
southeast portion of Lodi (up to $2,000,000);
3. Construction of the Lodi Aquatics Center (up to $9,000,000);
4, Design and construction of a replacement for Fire Station #2, which shall
be located in the eastern portion of Lodi (up to $2,000,000);
5. Construction of a downtown indoor sports center (up to $9,000,000); and
6. Maintenance and operation of the facilities above (up to $1,500,000).
B. Once the City has collected revenue from this transactions and use tax in the
amount of $700,000, it shall hire an appropriate number of paramedics and begin
providing paramedic services on fire engines in the City within twelve months.
Thereafter, subject to its ongoing duty to expend $700,000 per year to fund
paramedics pursuant to this Expenditure Plan, once the City collects the amount
listed for each subsequent project it shall begin design or construction of the
designated facilities within six months.
C, The City Council shall appoint an advisory committee to ensure that the revenue
from the transactions and use tax is spent in accordance with the actual terms
and overall intent of this ordinance. The committee shall consist of five
individuals and shall, at all times, include one member of Lodi Professional
Firefighters Local 1225, one member of the Lodi City Swim Club, one member of
the Lodi Sports Foundation, one member of the City Council, and one person
selected at large by the City Council in its discretion. Each member of the
advisory committee shall serve for a term of two years, which term may be
renewed by the City Council, In the event of a vacancy on the committee, the
City Council shall appoint an appropriate replacement member.
D. If the City Council and the advisory committee both determine that the maximum
dollar amount to be spent on one of more of these projects is insufficient to
achieve the goals of this ordinance, the City Council may increase the maximum
dollar amount for such project(s), provided that it first holds a noticed public
hearing and makes specific findings that the increased expenditures for one or
more projects is necessary to complete such project(s) in an effective manner
and to fulfill the intent of this ordinance.
E. If the City Council and the advisory committee both determine that the order of
priority for these projects should be changed, the City Council may change the
order of priority, provided that if first holds a noticed public hearing and makes
specific findings that the change in the order of priority is in the best interests of
the City and its residents.
1-08171NIAN, 1111
FIRE AND FACILITIES SALES TAX INITIA 77VF
Text of Proposed Ordinance
Page Three
F. Once revenue in the amounts listed above has been spent on the services and
facilities included in each of these projects, any remaining revenue raised
through this transactions and use tax shall be spent to help maintain such
services and facilities.
MM&=
Prior to the Operative Date of July 1, 2005, the City shall contract with the State Board of
Equalization to perform all functions incident to the administration and operation of these
transactions and use tax regulations,, provided that, it the City shall not have contracted
with the State Board of Equalization prior to the Operative Date, it shall nevertheless so
contract and in such a case the Operative Date shall be the first day of the first calendar
quarter following the execution of such a contract.
3.09,060 Transactions Tax Rate
For the privilege of selling tangible personal property at retail, a tax is hereby imposed
upon all retailers in the incorporated territory of the City at the rate of .25% of the gross
receipts of any retailer from the sale of all tangible personal property sold at retail in said
territory on and after the Operative Date of this chapter.
3.09-070 Place of Sale
For the purposes of this chapter, all retail sales are consummated at the place of
business of the retailer unless the tangible personal property sold is delivered by the
retailer or his agent to an out�of-state ciestination or to a common carrier for delivery to
an out-of-state destination. The gross receipts from such sales shall include delivery
charges, when such charges are subject to the state sales and use tax, regardless of the
place to which delivery is made. In the event a retailer has no permanent place of
business in the State or has more than one place of business, the place or places at
which the retail sales are consummated shall be determined under rules and regulations
to be prescribed and adopted by the State Board of Equalization.
3.09.080 Use Tax Rate
An excise tax is hereby imposed on the storage, use or other oonsumption in the City of
tangible personal property purchased from any retailer on and after the Operative Date
of this chapter for storage, use or other consumption in said territory at the rate of .25%
of the sales price of the property. The sales price shall include delivery charges when
such charges are subject to State sales or use tax regardless of the place to which
delivery is made.
3.09-090 Adoption of Provisions of State Law
Except as otherwise provided in this chapter and except insofar as they are inconsistent
with the provisions of Part 1.6 of Division 2 of the Revenue and Taxation Code, all of the
provisions of Part 1 (commencing with Section 6001) of Division 2 of the Revenue and
Taxation Code are hereby adopted and made a part of this chapter as though fully set
forth herein.
FIRE AND FACILITIES SALES TAX INITIATIVE
Text of Proposed Ordfi 7ance
Page Four
3.09,100 UmItations on Adoption of State Law and Collection of Use Taxes
In adopting the provisions of Part 1 of Division 2 of the Revenue and Taxation Code:
A. Wherever the State of California is named or referred to as the taxing agency,
the name of this City shall be substituted therefor. However, the substitution
shall not be made when:
1. The word "State" is used as a part of the title of the State Controller, State
Treasurer, State Board of Control, State Board of Equalization, State
Treasury, or the Constitution of the State of California;
2. The result of that substitution would require action to be taken by or
against this City or any agency, officer, or employee thereof rather than
by or against the State Board of Equalization, in performing the functions
incident to the administration or operation of this Chapter.
3. In those sections, including, but not necessarily limited to sections
referring to the exterior boundaries of the State of California, where the
result of the substitution would be to:
a. Provide an exemption from this tax with respect to certain sales,
storage, use or other consumption of tangible personal property
which would not otherwise be exempt from this tax while such
sales, storage, use or other consumption remain subject to tax by
the State under the provisions of Part 1 of Division 2 of the
Revenue and Taxation Code, or;
b. Impose this tax with respect to certain sales, storage, use or other
consumption of tangible personal property which would not be
subject to tax by the state under the said provision of that code.
4. In Sections 6701, 6702 (except in the last sentence thereof), 6711, 6715,
6737, 6797 or 6828 of the Revenue and Taxation Code.
B. The word "City" shall be substituted for the word "State" in the phrase "retailer
engaged in business in this State" in Section 6203 and in the definition of that
phrase in Section 6203.
3.09.1 t0 Permit not Required
ff a seller's permit has been issued to a retailer under Section 6067 of the Revenue and
Taxation Code, an additional transactor's permit shall not be required by this chapter,
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A. There shall be excluded from the measure of the transactions tax and the use tax
the amount of any sales tax or use tax imposed by the State of California or by
any city, city and county, or county pursuant to the Bradley -Burns Uniform Local
Sales and Use Tax Law or the amount of any state -administered transactions or
use tax
B. There are exempted from the computation of the amount of transactions tax the
gross receipts from:
IOWA]
FIRE AND FACILITIES SALES TAX INITIATIVE
Text of Proposed Ordinance
Page Five
I Sales of tangible personal property, other than fuel or petroleum products,
to operators of aircraft to be used or consumed principally outside the
county in which the sale is made and directly and exclusively in the use of
such aircraft as common carriers of persons or property under the
authority of the laws of this State, the United States, or any foreign
government.
2. Sales of property to be used outside the City which is shipped to a point
outside the City, pursuant to the contract of sale, by delivery to such point
by the retailer or his agent, or by delivery by the retailer to a carrier for
shipment to a consignee at such point. For the purposes of this
paragraph, delivery to a point outside the City shall be satisfied:
a. With respect to vehicles (other than oommercial vehicles) subject
to registration pursuant to Chapter I (commencing with Section
4000) of Division 3 of the Vehicle Code, aircraft licensed in
compliance with Section 21411 of the Public Utilities Code, and
undocumented vessels registered under Division 3.5
(commencing with Section 9840) of the Vehicle Code by
registration to an out -of -City address and by a declaration under
penalty of perjury, signed by the buyer, stating that such address
is, in fact, his or her principal place of residence; and
b, With respect to commercial vehicles, by registration to a place of
business out -of -City and declaration under penalty of perjury,
signed by the buyer, that the vehicle will be operated from that
address.
3. The sale of tangible personal property if the seller is obligated to furnish
the property for a fixed price pursuant to a contract entered into prior to
the Operative Date of this chapter.
4. A lease of tangible personal property which is a continuing sale of such
property, for any period of time for which the lessor is obligated to lease
the property for an amount fixed by the lease prior to the Operative Date
of this chapter.
5. For the purposes of subparagraphs (3) and (4) of this section, the sale or
lease of tangible personal property shall be deemed not to be obligated
pursuant to a contract or lease for any period of time for which any party
to the contract or lease has the unconditional right to terminate the
contract or lease upon notice, whether or not such right is exercised,
C. There are exempted from the use tax imposed by this chapter, the storage, use
or other consumption in this City of tangible personal property:
I The gross receipts from the sale of which have been subject to a
transactions tax under any state -administered transactions and use tax
regulations.
2. Other than fuel or petroleum products purchased by operators of aircraft
and used or consumed by such operators directly and exclusively in the
use of such aircraft as common carriers of persons or property for hire or
FW -
FIRE AND FACILITIES SALES TAX INITIATIVE
Text of Prcposad Ordinance
Page Six
compensation under a certificate of public convenience and necessity
issued pursuant to the laws of this State, the United States, or any foreign
government, This exemption is in addition to the exemptions provided in
Sections 6366 and 6366.1 of the Revenue and Taxation Code of the
State of California.
3. If the purchaser is obligated to purchase the property for a fixed price
pursuant to a contract entered into prior to the Operative Date of this
chapter,
4. If the possession of, or the exercise of any right or power over, the
tangible personal property arises under a lease which is a continuing
purchase of such property for any period of time for which the lessee is
obligated to lease the property for an amount fixed by a lease prior to the
Operative Date of this chapter,
5For the purposes of subparagraphs (3) and (4) of this section, storage,
use, or other consumption, or possession of, or exercise of any right or
power over, tangible personal property shall be deemed not to be
obligated pursuant to a contract or lease for any period of time for which
any party to the contract or lease has the unconditional right to terminate
the contract or lease upon notice, whether or not such right is exercised,
6. Except as provided in subparagraph (7), a retailer engaged in business in
the City shall not be required to collect use tax from the purchaser of
tangible personal property, unless the retailer ships or delivers the
property into the City or participates within the City in making the sale of
the property, including, but not limited to, soliciting or receiving the order,
either directly or indirectly, at a place of business of the retailer in the City
or through any representative, agent, canvasser, solicitor, subsidiary, or
person in the City under the authority of the retailer.
7. "A retailer engaged in business in the City" shall also include any retailer
of any of the following: vehicles subject to registration pursuant to
Chapter 1 (commencing with Section 4000) of Division 3 of the Vehicle
Code, aircraft licensed in compliance with Section 21411 of the Public
Utilities Code, or undocumented vessels registered under Division 3.5
(commencing with Section 9840) of the Vehicle Code. That retailer shall
be required to collect use tax from any purchaser who registers or
licenses the vehicle, vessel, or aircraft at an address in the City.
D. Any person subject to use tax under this chapter may credit against that tax any
transactions tax or reimbursement for transactions tax paid to a district imposing,
or retailer liable for a transactions tax pursuant to Part 1.6 of Division 2 of the
Revenue and Taxation Code with respect to the sale to the person of the
property the storage, use or other consumption of which is subject to the use tax.
its
FIRE AND FACILITIES SALES TAX INITIATIVE
Text of Proposed ordinance
Page Seven
and all amendments to Part 1.6 and Part 1.7 of Division 2 of the Revenue and Taxation
Code, shall autornatically become a part of this chapter, provided however, that no such
amendment shall' operate so as to affect the rate of tax imposed by this chapter. Except
as provided above and in Section 3.40.140, this chapter may be amended only by the
voters pursuant to the provisions of Elections Code section 9217 and as provided by
law.
The transactions and use tax imposed by this Chapter shall terminate ten years from the
Operative Date.
3.09.150 Enjoining Collection Forbidden
No injunction or writ of mandate or other legal or equitable process shall issue in any
suit, action or proceeding in any court against the State or the City, or against any officer
of the State or the City, to prevent or enjoin the collection under this chapter, or Part 1.6
of Division 2 of the Revenue and Taxation Code, of any tax or any amount of tax
required to be collected.
SECTION 2. _SeverWility. It any provision of this chapter or the application thereof to
any person or circumstance is held invalid, such invalidity shall not affect other
provisions or applications of the chapter which can be given effect without the invalid
provision or application, and to this end the provisions of this chapter are severable.
SECTION 3. Effective Date, After its adoption by the voters, this chapter shall be in full
force and effect ten (10) days after the vote is declared by the legislative body, pursuant
to the provisions of Elections Code sections 9217 and 16400 and as provided by law.