HomeMy WebLinkAbout07-01-2014 ph2 PPP Ballot Measure Essential Services Sales and Use Tax Extension.pdfThe Essential Services Measure
Placing an Extension of the City’s 1/2 Percent Local Sales Tax on the
November General Election Ballot
Bob Jones Trail Bridge – Partially funded by Measure Y
Fiscal Health Major City Goal
General
Sales Tax
26%
Measure Y
Sales Tax
12%
Property Tax
15%
TOT
11%
Other Taxes
9%
Utility Users
Tax
9%
Prop tax in
lieu of VLF
6%
Service
Charges
11%
All Other
Revenues
1%
Sustain the City’s
short and long term
fiscal health by
planning future
revenues (including
renewal of Measure
Y or an alternative
measure).
Why Sales Tax?
Leverages outside
resources
91% of CA
residents pay same
or more
No competitive
disadvantage
locally
Insures local control
Local Revenue Measure
Advisory Committee
Key Recommendations:
Stable and sustainable funding is needed to
keep San Luis Obispo a special place.
There is a long list of capital projects and
services that need funding.
The community can affect how the money is
used.
Surveys and public workshops indicate strong
support.
Community Reinvestment Projects
Essential Services
Education and Outreach
Measure Y Open House
Measure Y Community Forum
Department Head Presentations to all Advisory Bodies (including LUCE Task Force) and at Mayor’s Quarterly Meeting
Community Presentations
RQN
Chamber of Commerce
Downtown Association
Business and Property Owners Association
Cal Poly
Recommendations
8
Recommended Actions (PH2-1)
1.Resolution Calling Election
2.Ordinance Amending SLOMC Ch. 3.15
3.Resolution Directing Impartial Analysis and Priorities for Arguments; and Resolution Enabling Rebuttals; and Resolution Consolidating Election
4.Ordinance Creating REOC
5.Resolution Adopting Fiscal Responsibility Philosophy
6.Direction on Open Data and Dashboards
1. Resolution Calling Election
(PH2-12)
Ballot Language, Maximum 75 words
To protect and maintain essential services and facilities –
such as open space preservation; bike lanes and
sidewalks; public safety; neighborhood street paving and
code enforcement; flood protection; senior programs; and
other vital services and capital improvement projects –
shall the City’s Municipal Code be amended to extend the
current one-half percent local sales tax for eight years,
with independent annual audits, public goal-setting and
budgeting, and a Citizens’ Oversight Commission?
2. Ordinance Amendments
(PH2-14)
Exhibit A to the Resolution Calling the Election
Purpose
Revisions reflect new ballot language
Accountability Provisions
Citizens’ Oversight Commission
Accounting separately, in a sub-fund of the General Fund
Sunset Date (March 31, 2023)
3a. Impartial Analysis, Arguments
(PH2-33)
Direct the City Attorney to prepare the impartial
analysis
Establish priorities for arguments:
The legislative body, or member or members of the
legislative body authorized by that body;
Bona fide associations of citizens; and
Individual voters who are eligible to vote on the measure.
3b. Rebuttals (PH2-36)
The Council may provide for the filing of rebuttals
The author or a majority of the authors of an argument
related to a City measure may prepare and submit a
rebuttal argument not exceeding 250 words or may
authorize in writing any other person or persons to
prepare, submit, or sign the rebuttal argument.
The original authors of an argument may prepare a
rebuttal, or may delegate the authoring of the rebuttal
to other individuals.
3c. Resolution Consolidating Election
(PH2-38)
This resolution ensures that the revenue measure is
included on the countywide general election ballot.
4. Ordinance Creating the REOC
(PH2-40)
Members: Five, members may serve on another advisory
body
City Residency: Required
Experience: Applicants with financial and accounting
experience encouraged
Terms: Staggered four year terms
Compensation: $60/meeting consistent with Planning
Commission compensation
Appointments: Public application and appointment process by
the full City Council
Responsibilities: Reviewing, reporting on, recommending uses
of voter approved sales tax revenues
Frequency of Meetings: Minimum four per year, noticed and public
Chair: Selected by commission members
5. Resolution Establishing a Fiscal
Responsibility Philosophy (PH2-43)
Definition: Fiscal responsibility is the balanced
approach to providing the infrastructure, maintenance,
and services that preserve and enhance the quality of
life in our community, as identified and prioritized
through community input.
Informed Decision-Making
Shared Responsibility
Increased Transparency
Aligned Investments
Diversified and Aligned Revenue Sources
Long-Term Liabilities
Continued Efficiency and Effectiveness.
6. Transparency and Accountability
Direct staff to develop a project plan (including
elements of public outreach) for implementing tools to
increase accountability and transparency regarding
City finances and operations, including performance
measures and dashboards.
Next Steps (per Recommendation)
July 15, 2014 – Second Reading for Ordinances
July 15, 2014 at 5:00 p.m. - Last day to file Impartial Analysis and Primary Arguments For or Against the Measure
July 16, 2014 – July 25, 2014 - 10-day public examination period for the Impartial Analysis and Primary Arguments For or Against a Measure
July 25, 2014 at 5:00 p.m. - Last day to file Rebuttal Arguments For or Against a Measure
July 25, 2014 – August 14, 2014 - 10-day public examination period for Rebuttal Arguments Only.
Recommendation
1.Adopt a resolution (Attachment 1) placing for submission to the voters the ballot question whether to amend Chapter 3.15 of the Municipal Code …
2.Introduce an ordinance (Attachment 2), subject to voter approval in the November 2014 general election, extending the Essential Services Transactions (Sales) and Use Tax for eight years.
3.Adopt resolutions (Attachments 4,5, and 6) directing the City Attorney to prepare the impartial analysis for the ballot measure, setting priorities for filing written arguments, providing for the filing of rebuttal arguments, and requesting consolidation with the Statewide General Election; and
4.Introduce an ordinance (Attachment 7) establishing the Revenue Enhancement Oversight Commission; and
5.Adopt a resolution (Attachment 8) establishing a Fiscal Responsibility Philosophy, and
6.Direct staff to develop a project plan (including elements of public outreach) for implementing tools to increase accountability and transparency regarding City finances and operations, including performance measures and dashboards.
Outreach and Education
1.Provide information to the community regarding the benefits
of locally controlled revenue sources, such as Measure Y,
through a variety of methods and informational outlets,
including:
a.Organize a speakers bureau of community members to
engage the community about the benefits of Measure Y
b.Make staff available to present information regarding
Measure Y benefits at a wide variety of community
meetings and to service organizations
c.Present useful information about the benefits of
Measure Y on the City’s website
d.Use Facebook and Twitter to highlight key information
and bring interested citizens to the website
e.Direct mailing to registered voters
January-
Nov.
2014
Education and Outreach
2006 Measure Y:
Proactive and responsive to requests
2010 Measure H (Prado Road):
Proactive and responsive to requests (Initiative Process)
2011 Measures A and B (Pension Reform and Binding
Arbitration)
No outreach and education by staff
2012 Measure D (UUT)
Mailing, proactive and responsive to requests
Revenues $10,000,000 Revenues $1,000,000
Operating Costs ($9,500,000)Operating Costs ($400,000)
Capital Costs ($600,000)
Other Sources/Uses ($300,000)Other Sources/Uses $0
Change in Fund Balance $200,000 Change in Fund Balance $0
Fund balance $1,200,000 Fund balance $0
Revenues $11,000,000
Operating Costs ($9,900,000)
Capital Costs ($600,000)
Other Sources/Uses ($300,000)
Change in Fund Balance $200,000
Fund balance $1,200,000
Example of Day-to-Day Reporting Presentation
CAFR Reporting Presentation
General Fund
General Fund Measure Y Sub-Fund