HomeMy WebLinkAboutMINUTES - 02281989 - T.5 T. 5
THE BOARD OF SUPERVISORS OF CONTRA COSTA COUNTY, CALIFORNIA
Adopted this Order on _February 28, 1989_,, by the following vote:
AYES: Supervisors Powers, Fanden, McPeak, Torlakson
NOES: None
ABSENT: Supervisor Schroder
ABSTAIN: None
SUBJECT: Hearing on Proposition 90
Chairman Tom Torlakson convened the hearing on Proposition 90 ,
approved by the California voters in November 1988. Proposition 90
extends the existing provisions of law continued in Proposition 60 ,
which allows any person over the age of 55 years old who resides in
a property which is eligible for the homeowner' s exemption, to
transfer the base year value of that residence to a replacement
dwelling of equal or lesser value located in the same county;
Proposition 90 extends that exemption to include transfers to
another county.
Kerry Harms Taylor, Assistant County Administrator, summarized
the content of her report to the Board. (A copy of that report is
attached and included as a part of this document. ) She presented
several scenarios showing tax revenue lost to the County if Prop 90
was enacted. She recommended that the Board accept the report and
determine the feasibility of adopting an ordinance to enact Propo-
sition 90 in Contra Costa County.
Supervisor Powers commented on the positive impact it would
have on people moving into a county that enacted Prop 90. He noted
that the report does not address the issue of other counties opting
into Prop 90 and the positive impacts it could have on Contra Costa
County. He advised that he was not ready to vote against it until
the Board has an analysis on the positive impacts.
Supervisor) Torlakson advised that neither is he prepared to
vote on this is sue today. He requested information on property tax
relief mechanisms in place today, an update on what the State is
doing in this area, and the availability of revenues to overcome
the losses in tax money if Prop 90 is enacted in this County.
Supervisor Torlakson noted that a letter dated February 27,
1989, was received from Roy N. Swearingen, Mayor, City of Pinole,
expressing support for the enactment of Prop 90 in Contra Costa
County.
The following persons spoke in support of the Board enacting
Proposition 90 •
H. C. Cox, American Association of Retired Persons, 316 Dover
Drive, Walnut Creek 94598;
John Chengson, 2218 Parker Street, Berkeley;
Margaret Chengson, 2220 Parker Street, Berkeley;
Norman O. Butler, 655 Evelyn Court, Lafayette;
Donald Shaw, 3037A College Avenue, Berkeley;
Mr. and Mrs. Carter, 1221 Avenida Sevilla, (no city) ; and
Thamari Kuechau, 921 Everett Avenue, Oakland 94602.
Helen Davies, representing the Los Medanos Community Hospital
District, requested information on the impact this would have on
her District. She advised that the District' s Board of Directors
needs to have this information before voting on this matter.
Supervisor Torlakson read a note from Joan Studabaker, 155
Roundhill Road, Orinda, requesting the Board to implement Prop 90.
All persons desiring to speak having been heard, Supervisor
Powers requested that decision on this matter be deferred for
several weeks to allow staff to develop more information. He
suggested as possible sources of information the Association of Bay
Area Governments and the Board of Realtors who may be able to
provide statistical information on number of people moving into
Contra Costa County and in particular on those who would be eligi-
ble to take advantage of Prop 90.
Board members being in agreement, IT IS ORDERED BY THE BOARD
that decision on whether to enact provisions of Proposition 90 in
Contra Costa County is DEFERRED to March 28, 1989 with the Clerk
being instructed to list this on the Determination Section of the
Agenda.
IT IS FURTHER ORDERED that the County Administrator is RE-
QUESTED to provide further information on the issues raised by
Board members.
1 hereby cortify that this Is a true ani!rorrnc ;opy of
an action taken and entered on the minute of 1-he
Board of Supervisors on the date shown.
cc: County Administrator ATTESTED: 5-e '- ^f, f f fi
PHIL BATCHELOR, Clerk of the Board
of Supervisors and County Administrator
By O �X �vt-�a� ,Deputy
TO: BOARD OF SUPERVISORS Contra
Phil Batchelor, County Administrator
FROM: Costa
s
"o
February 28, 1989 County
DATE: �'�
^fii cciun cA
Proposition 90
SUBJECT:
SPECIFIC REQUEST(S)OR RECOMMENDATION(S)&BACKGROUND AND JUSTIFICATION
RECOMMENDATION
Accept report and take no action regarding the adoption of an ordinance by the
Board of Supervisors to enact Proposition 90 in Contra Costa County.
If the Board of Supervisors elects to adopt Proposition 90 after the hearing, it
is then recommended that County Counsel be directed to prepare an ordinance to
accomplish the Board's direction.
FINANCIAL IMPACT
The Assessor estimates that the annual loss to the County would range from a low
of $99,225 in the first year plus administrative costs of $15,584 and up to a
cumulative high by year five of $433,074, plus administrative costs of $18,942.
The total loss to all taxing entities if Proposition 90 is implemented is
estimated to b0367,500 for the first year of implementation and $1,603,977,
cumulative, by year five.
BACKGROUND
Proposition 90 was approved by California voters in November 1988. It extends
existing provisions of law contained in Proposition 60, which allows any person
over the age of �55 years old who resides in a property which is eligible for the
homeowner's exemption, to transfer the base year value of that residence to a
replacement dwelling of equal or lesser value located in the same county.
Proposition 90 extends that exemption to include transfers to another county.
On December 6, 1988, your Board set February 28, 1989, as the date for a hearing
on Proposition 90 to try to determine the extent of the public's sentiment on this
issue and to ascertain the preference of all the taxing entities which would loose
taxes as a result of this change.
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CONTINUED ON ATTACHMENT: / YES SIGNATURE:
RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTE
APPROVE OTHER i
SIGNATURE(S):
ACTION OF BOARD ON APPROVED AS RECOMMENDED OTHER
VOTE OF SUPERVISORS
I HEREBY CERTIFY THAT THIS IS A TRUE
UNANIMOUS(ABSENT ) AND CORRECT COPY OF AN ACTION TAKEN
AYES: NOES: AND ENTERED ON THE MINUTES OF THE BOARD
ABSENT: ABSTAIN: OF SUPERVISORS ON THE DATE SHOWN.
CC: ATTESTED
PHIL BATCHELOR,CLERK OF THE BOARD OF
SUPERVISORS AND COUNTY ADMINISTRATOR
BY DEPUTY
M382 (10/88)
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All taxing entities have been notified of this hearing. Your Board also
recommended that the County Administrator correspond with each of the County's
taxing entitiesllto receive their recommendations prior to the hearing and prior to
implementing the provisions of the act.
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County's Taxing Entities Response
On January 3, 19189, the County Administrator solicited comments from 191 taxing
entities of the County. The County Administrator's Office received a total of 41
responses from the County's taxing jurisdictions of which five were in favor of
implementing Proposition 90, eight opposed its implementation and 28 opted to
allow the Board of Supervisors to determine implementation. See pages 1-4 for
summary of agency responses.
The major reason expressed for supporting implementation of the Proposition was
that a majority of the voters approved allowing the Board to decide on the issue.
A major reason f8r those opposed was the potential loss of tax revenue.
Public Response
There were seven citizens (individuals) responding in favor of adopting
Proposition 90. iNo comments were received which opposed the Board implementing
the Proposition. In addition, the Contra Costa Board of Realtors provided
comments, see page 26, related to the County's Board Order of December 6, 1988
regarding the adoption of Proposition 90. A copy of the Board Order is also
attached, page 31. They raised several issues. What follows is a response to
their concerns.
1. The Board of Realtors states that information from the Department of Motor
Vehicles appears to indicate that there are more transfers out of the County
than into the County in the over 55 age group. Another point made is that
due to the nigh cost of real estate in the County, more people will choose to
move out of lthe County than into the County.
Response: This may be the case. However, this has nothing to do with
whether Contra Costa adopts Proposition 90 provisions. Revenue effects to
our County w1ill be from transfers into the County with Proposition 90
assessed values, resulting in the loss of revenue estimated by the Assessor.
2. In response to a comment about the administrative burden which would be
caused by implementation of Proposition 90, the Board of Realtors points out
that in the case of a homeowner transferring into Contra Costa, the other
county would experience a revenue gain due to property turning over at higher
value, and consequently, this should not cause delay in providing information
to our Assessor's Office. That a gain will be realized by the other county
is correct. However, a system has yet to be established which would provide
for efficient processing, resulting in a potential administrative burden to
all counties and added costs.
3. The Decemberireport stated that it could be argued that a "tax break" is
given unfairly to people moving out of the County. The Board of Realtors
makes the point that persons moving out of our County will not get a tax
break from Contra Costa County. Their break will have to come from the
county into which they move if Proposition 90 has been enacted there.
This is also true. The point being made was that people moving into Contra
Costa, who are not currently paying taxes, will be the beneficiaries of.
Proposition 910 being enacted, not those who are already here and paying
taxes.
Survey of Other Counties
A survey of other I�counties was completed by the County Supervisors Association of
California, attached pages 5-7, as well as the County Administrator's Office in
order to determine the position of counties regarding Proposition 90. Of the
counties contacted by the County and the County Supervisors Association of
California, only four counties have adopted Proposition 90, five counties have
rejected implementation, 25 have no plans to implement it, and 24 are still
discussing it.
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Conclusion {I
Based upon the responses received to date and a survey of other counties, the
County Administrator maintains the stance that based on the potential revenue loss
to the County, we cannot recommend that the Board enact Proposition 90.
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Proposition 90
WRITTEN RESPONSES
ENTITY YES NO NO
POSITION
C.C.CountylSanitation
District 1#15 - X
Pleasant Hill Recreation
& Park District X
City of Or Inda X
Ambrose Recreation &
Park District X
C.C. County Office
of Education X
Alamo-Lafayette
Cemetery District X
Byron Union School
District I X
C.C. Mosquito
Abatement District X
City of Hercules X
TELEPHONE RESPONSES
Byron-Brentlood-
KnightsenlUnion
Cemetery District X
Moraga Fire Protection
District I X
Riverview Fire
Protection District X
~ PROPOSITION 50-TELEPHONE RESPONSES page 2
ENTITY' YES NO NO
POSITION
C.C. Fire Protection
District X
Kensington Community
Service's District X
l - -
Mt. Diablo Hospital
District X
Rodeo File Protection
District X
Orinda Fire Protection
District X
West C.C. Fire
Protection District X
C.C. Resource Conserv-
ation District X
TassajaralFire
Protection District X
San RamonlValley Fire
Protection District X
S.F. Bay Area Rapid
Transit District X
C.C. Community College
District X
Canyon Ellmentary
School District X
City of B lentwood X
City of Clayton X
City of concord X
City of Lafayette X
City of Malrtinez X
City of Pinole X
City of Pittsburg X
PROPOSITION 90-TELEPHONE RESPONSES page 3
ENTITY YES NO NO
POSITION
City of Richmond X
Dublin-SanlRamon -
Service District X
I
East Bay Muni
Utility District X
East Diablo Fire
Protection District X
Bethel Island Muni
Improvement District X
Discovery Bay
Reclamation District X
Reclamation District
#800 I X
Byron Bethany
Irrigation District X
East Bay Regional
Park District X
Central C.C. Sanitary
District X
TOTAL 2 8 28
NO RESPONSE FROM TELEPHONE CONTACT
A C Transit District
Kensington Fire Protection District
Los Medanos Community Hospital District
West Contra Costa Sanitary District
Acalanes High School District
Antioch Unified School District
i
City of Antioch
City of Danville
City of El Cerrito
3
NO RESPONSE FROM TELEPHONE CONTACT page 4
City of Pleasant Hill
City of San Pablo
I
City of San Ramon
City of Walnut Creek -- -
Pinole
reek ._ -Pinole Fire Protection District
I
Danville Redevelopment Agency
Diablo Community Services District
Byron Fire Protection District
Stege Sanitary District
Crockett-Valona Sanitary District
Bethel Island Fire Protection District
East C.C. Irrigation District
Sanitation District 7A
Rodeo Sanitary District
C.C.County Water District
Town of Moraga
Castle Rock County Water District
Oakley Sanitary District
Oakley Fire Protection District
Mt.View Saiitary District
Crockett-Carquinez Fire Protection District
Byron Sanitary District
b:prop90.do6
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-FEB-2G-1 89- 1 W `U SUIPER.V 1=>_R ';_1 It_. O 5th 092-, P.02
c, . r.: FF._M COUNTY _ Hc. T_ tui_ 46�_ .c F
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PROPOSITION 90 IMPLEMENTATION SURVEY RESULTS
Fiscal Impact
(Coumity 61ke re of PT Loss)
Alameda Under discussion To be determined
Alpine No plans to implement Unknown
Amador No plans to implement Unknown
Butte Under discussion Unknown
Calaveras Under discussion Unknown
Colusa No plans to implement Unknown
Contra Costa Hearing (2/28/89) Year L $99,255 (taxes)
Year 1: $15,584 (admin)
Year 5: $433,074 (taxes)
Year 5: $18,942 (admin)
Del Norte No plans to implement Unknown
El Dorado No plans to implement Unknown
Fresno Hearing (2/28/89) To be determined
Glenn Under discussion To be determined
Humboldt No plans to implement Unknown
Imperial No plans to implement Unknown
Inyo Under discussion Year 1: $10,000 - $15,000
Kern Resolution adopted Minimal revenue loss based
Effective: 2/2/89 on Prop 60 experience
]Gags No.plans to implement Unknown
Lake Under discussion To be determined
Lassen I No plans to implement Unknown
Los Angeles Under discussion To be determined
Madcra Hearing (3/28/89) To be determined
Marin I Hearing (2/28/89) Year 1: $131,425
Year 5: $758,645
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F't�-cc->19,=9 1r.:_c FRS;►I =�i1_ItJT..• __��,R�, =.OR'= ASSOC. TO 1416E, t=ty- F.0-7
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PROPOSITION 90 INIPI,EMENTATION SURVEY RESULTS
FIS CAI Iarnact
County fiction (County Share of PT Loss)
Mariposa Under discussion To be determined
Mendocino No plans to implement Unknown
Merced Under discussion To be determined
Modoc No plans to implement Unknown
Mono Under discussion Unknown
Monterey Implementation rejected Year 1: $109,871
(1/24/89) Year 5: $549,355
Napa No plans to implement Unknown
Nevada No plans to implement Year 1: $16,906
Year 5: $24,007
Orange Ordinance adopted Unknown
Effective: 2/15/89
Placer Under discussion Unknown
Plumas No plans to implement Unknown
Riverside Hearing (2/28/89) Year 1, $158,400 - $528,000
Year 5: $2,457,528 - $8,190,063
Admin: $50,000 annually
Sacramento Implementation rejected 1989-90: $14,500 - $28,000
(1/17/89) 1993-94: $204,000 - $401,500
Admin: $16,605 - $32,220
San Benito No plans to implement Unknown
San Bernardino No plans to implement Annual: $30,302
Admin: $16,700 annual
San Diego Resolution adopted Admin: $5,500 annually
Effective: 2/14%89
San Francisco Under discussion Minimal impact anticipated
San Joaquin No plans to implement Unknown
San Luis Obispo Hearing (2/28/89) To be determined
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FEE;-2-21-19--,9 16;-T9 FRUP1 COUNT`` _UPERVISORS ASSOC. TO 141'564G4093' P.04
PROPOSITION 90 IMPLEMENTATION SURVEY RESULTS
Flscal I`Wact
00-4-mvy Action (County Share of PT Loss)
San Mateo Resolution adopted Unknown
Effective: 2/16/89
Santa Barbara Hearing (3/27/89) 1989-90: $112,500 (taxes)
1989-90: $ 18,000 (admin)
1993-94: $412,500 (taxes)
1993-94: $ 16,000 (admin)
Santa Clara Under discussion To be determined
Santa Cruz Implementation rejected Unknown
(12/13188)
Shasta No plans to implement Unknown
Sierra Under discussion To be determined
Siskiyou No glans to implement Unknown
Solano No plans to implement Annual: Minimum $50,000
Sonoma Implementation rejected Year 1: $117,980
(12/13/88) Year 5: $699,259
Stan,islaus No plans to implement Unknown
Sutter Under discussion Unknown
Tehema No plans to implement Unknown
Trinity No plans to implement Unknown
Tulare Irnplcmcntation rejected Unknown
(12/13/88)
Tuolumne No plans to implcmcnt Year 1: $40,000
Year 5: $200,000
Ventura Under discussion Annual: $388,700
Yolo Under discussion Unknown
Yuba Under discussion To be determined
Prepared by: County Supervisors Association of California (2/22/89)