HomeMy WebLinkAboutMINUTES - 01191999 - SD4 11
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TO: BOARD OF SUPERVISORS Contra
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FROM: PHIL. BATCHELOR, COUNTY ADMINISTRATOR � Costa
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DATE: January 12, t 999
SUBJECT.
LEGISLATION SB 165 (RAINEY) - FREEZE AND ELIMINATION OF THE
EDUCATIONAL REVENUE AUGMENTATION FUND (ERAF)
SPECIFIC REOUEST(S)OR AECOMMENDATION(S)&BACKGROUND AND JUSTIFICATION
RECOMMENDATION:
ADOPT a position in SU'PP'ORT of SB 165 by Senator Richard Rainey,which would
freeze the growth of the Educational Revenue Augmentation Fund (ERAF) at the
1998-99 fiscal year level, and then reduce it by 10% each year until it is eliminated.
BACKGROUND:
The Board of Supervisors has included in its 1999 Legislative Program an item to
support "the efforts of CSAC and the Urban Counties Caucus to at least cap the
growth of ERAF, and preferably begin to return some of the base to counties and
cities."
Senator Richard Rainey has introduced SB 165 which, as introduced,expresses the
intent of the Legislature to freeze the growth in the ERAF at the 1998-99 fiscal year
level and allow existing taxing jurisdictions to retain the growth which would
otherwise have been transferred to the school districts and county offices of
education. The billfurther expresses the intent of the Legislature that the transfers
to the ERAF be reduced by 10% each year until the amount to be shifted is reduced
to zero. The precise formula for accomplishing this is not yet included in the bill, but
the expression of intent is very clear.
In view of the fact that SB 165 appears to be consistent with the Board's adopted
'Legislative Program, it is recommended that the Board indicate its support of SB
CONTINUED d19"ATTACHMENT: YES SIGNATURE: / "
�&*- e,-;e ,-
-RECOMMENDATION OF COUNTY ADMINISTRATOR RECOMMENDATION OF BOARD COMMITTEE
APPROVE OTHER
SIGNATURE(S):
a[UiT
ACTION OF BOARD ON APPROVED AS RECOMMENDED 4TW6 i..
VOTE OF SUPERVISORS
I HEREBY CERTIFY THAT THIS IS A TRUE
UNANIMOUS(ASSENT AND CORRECT COPY OF AN ACTION TAKEN
AYES: NOES: AND ENTERED O THE MINUTES OF THE BOARD
ASSENT: ABSTAIN: OF SUPERVISO ON THE DATE SHOWN.
ATTESTED
Contac ee Page 2 HIL BATCHELOR,4dRK OF THE BOARD OF
cc: S ERVISORS AND COUNTY ADMINISTRATOR
s+r
r
13Y DEPUTY
cc. County Administrator
Auditor-Controller
Senator Richard Rainey
7th Senate District
Room 4090 State Capitol
Sacramento, CA 95814
Casey Sparks Kaneko, Executive Director
Urban Counties Caucus
1100 K Street, Suite 109
Sacramento, CA 95814
Les Spahnn
Heim, Noack, Kelly & Spahnn
1121 L Street, Suite 100
Sacramento, CA 95814
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SENATE BILL No. 165
Introduced by Senator Rainey
January 11, 1999
An act to amend Section 41204.1 of the Education Code, and
to add Section 97.43 to the Revenue and Taxation Code,
relating to local government finance, and declaring the
urgency thereof, to take effect immediately.
LEGISLATIVE COUNSEL'S DIGEST
SB 165, as introduced, Rainey. Local government finance:
property tax revenue allocation: local agency relief.
Existing property tax law requires the county auditor, in
each fiscal year, to allocate property tax revenue to local
jurisdictions in accordance with specified formulas and
procedures, and generally requires that each jurisdiction be
allocated an amount equal to the total of the amount of
revenue allocated to that jurisdiction in the prior fiscal year,
subject to certain modifications, and that jurisdiction's portion
of the annual tax increment, as defined. Existing property tax
law also reduces the amounts of ad valorem property tax
revenue that would otherwise be annually allocated to the
county, cities, and special districts pursuant to these general
allocation requirements by requiring, for purposes of
determining property tax revenue allocations in each county
for the 1992-93 and 1993-94 fiscal years, that the amounts of
property tax revenue deemed allocated in the prior fiscal year
to the county, cities, and special districts be reduced in
accordance with certain formulas. It requires that the
revenues not allocated to the county, cities, and special
districts as a result of these reductions be transferred to the
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SB 165 —- --
Educational Revenue Augmentation Fund in that county for
allocation to school districts, community college districts, and
the county office of education.
This bill would modify these reduction and transfer
requirements, commencing with the 1999-2000 fiscal year, by
requiring that each reduction and transfer amount calculated
for a local agency in a county be annually reduced in
accordance with an unspecified schedule, and that the
revenues not allocated to the county's Educational Revenue
Augmentation Fund as a result of these reductions be instead
allocated among the local agencies in the county, as provided.
By imposing new duties in the annual allocation of ad valorem
property tax revenues, this bill would impose a
state-mandated local program.
This bill would also state the intent of the Legislature, and
would require the Director of Finance to make certain
adjustments, with respect to ensuring that the modifications
required by this bill to property tax revenue allocations do not
have a net fiscal impact on school districts or community
college districts, or upon the state's obligation under the
California Constitution to provide funding to those districts.
The California Constitution requires the state to reimburse
local agencies and school districts for certain costs mandated
by the state. Statutory provisions establish procedures for
making that reimbursement.
This bill would provide that no reimbursement is required
by this act for a specified reason.
This bill would declare that it is to take effect immediately
as an urgency statute.
Vote: 2i3. Appropriation: no. Fiscal committee: yes.
State-mandated local program: yes.
The people of the State of California do enact as follows:
1 SECTION 1. The Legislature hereby finds and
2 declares that it is the intent of the Legislature in enacting
3 this act to do all of the following:
4 (a) Limit the amounts of property tax revenues that
5 are shifted from counties, cities, and special districts to
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—3— SB 165
1 Educational Revenue Augmentation Funds to those
2 amounts that were so shifted in the 1998--99 fiscal year.
3 (b) Annually reduce the total amount of revenues that
4 are shifted to Educational Revenue Augmentation
5 Funds, estimated to be three billion four hundred million
6 dollars ($3,400,000,000) each year, by 10 percent per year
7 until the total amount of revenues that are so shifted is
8 reduced to zero.
9 (c) Ensure that those changes specified in this section
10 are made only after all calculations are made with respect
11 to those revenues that are to be allocated pursuant to
12 Section 8 of Article XVI of the California Constitution, in
13 order to ensure that schools, from the kindergarten level
14 to the community college level, inclusive, are fully
15 funded.
16 SEC. 2. Section 41204.1 of the Education Code is
17 amended to read:
18 41204.1. (a) (1) Pursuant to paragraph (2) of
19 subdivision (b) of Section 41204, the Director of Finance
20 shall annually adjust "the percentage of General Fund
21 revenues appropriated for school districts and
22 community college districts, respectively, in the 1986-87
23 fiscal year" for purposes of applying paragraph (1) of
24 subdivision (b) of Section 8 of Article XVI of the
25 California Constitution, to reflect those property tax
26 revenue allocation modifications, required by the
27 amendments made to Chapter 6 (commencing with
28 Section 95) of Part 0.5 of Division 1 of the Revenue and
29 Taxation Code by the aet ftdding Otis seetion qualifying
30 provisions, as defined in paragraph (2), in a manner that
31 ensures that those modifications will have no net fiscal
32 impact upon the amounts that are otherwise required to
33 be applied by the state for the support of school districts
34 and community college districts pursuant to Section 8 of
35 Article XVI of the California Constitution.
36 (2) For purposes of this section, "qualifying
37 provisions"means both of the following:
38 (A) The amendments made to Sections 97.2 and 97.3
39 of the Revenue and Taxation Cade by Chapter 1111 of the
40 Statutes of 1996.
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SB 165 --4-
1 (B) Section 97.43 of the Revenue and Taxation Code.
2 (b) It is the intent of the Legislature i--efta „
3 aef adding this seetieft to ensure both of the following:
4 (1) That the changes required by the
5 seems qualifying provisions in the allocations of ad
6 valorem property tax revenues do not have a net fiscal
7 impact upon school districts, as defined in accordance
8 with Section 41302.5, or community college districts.
9 (2) That the changes required by the aet—ac1ding this
10 seetieft qualifying provisions in the allocations of ad
11 valorem property tax revenues do not have a net fiscal
12 impact upon the amounts of revenue otherwise required
13 to be applied by the state for the support of school districts
14 and community college districts pursuant to Section 8 of
15 Article XVI of the California Constitution.
16 SEC. 3. Section 97.43 is added to the Revenue and
17 Taxation Code,to read:
18 97.43. (a) (1) Notwithstanding any other provision
19 of this article, for purposes of ad valorem property tax
20 revenue allocations for the 1999-2000 fiscal year and in
21 each fiscal year thereafter, the auditor shall allocate to the
22 county's Educational Revenue Augmentation Fund only
23 that percentage specified in paragraph (2) of each
24 amount of ad valorem property tax revenue that is
25 required to be allocated to that fund rather than a local
26 agency as a result of the total reductions calculated for
27 that local agency pursuant to Sections 97.2 and 97.3.
28 (2) For purposes of paragraph (1), the allocation
29 percentages are as follows:
30
31 Fiscal Year Percentage(%)
32 1999-2000
33 and each fiscal year thereafter 0
34
35 (b) In the 1999-2000 fiscal year and each fiscal year
36 thereafter, any amount of ad valorem property tax
37 revenue that is not allocated to a county's Educational
38 Revenue Augmentation Fund as a result of any limit or
39 reduction established in subdivision (a) shall instead be
40 allocated among the local agencies in the county in
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SB 165
1 accordance with each local agency's proportionate share
2 of the total amount of ad valorem property tax revenues
3 that would be required to be allocated to the county's
4 Educational Revenue Augmentation Fund in the absence
5 of this section.
6 SEC. 4. No reimbursement is required by this act
7 pursuant to Section 6 of Article XIII B of the California
8 Constitution because this act provides for offsetting
9 savings to local agencies or school districts that result in
10 no net costs to the local agencies or school districts, within
11 the meaning of Section 17556 of the Government Code.
12 Notwithstanding Section 17580 of the Government
13 Code, unless otherwise specified, the provisions of this act
14 shall become operative on the same date that the act
15 takes effect pursuant to the California Constitution.
16 SEC. 5. This act is an urgency statute necessary for the
17 immediate preservation of the public peace, health, or
18 safety within the meaning of Article IV of the
19 Constitution and shall go into immediate effect. The facts
20 constituting the necessity are:
21 In order to commence as soon as possible a program of
22 fiscal relief that will allow local agencies to restore an
23 adequate level of essential public services, it is necessary
24 that this act take effect immediately.
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