HomeMy WebLinkAbout06/21/2005, PH 2B - 2005-07 FINANCIAL PLAN: ADOPTION OF FEE AMENDMENTS counat
6-21-OS
ac En c�a LnEpont ,�N°.�
C ITY O F SAN L U I S OBISPO
FROM: Bill Staffer, Director of Finance& Information Technology
SUBJECT: 2005-07 FINANCIAL PLAN: ADOPTION OF FEE AMENDMENTS
CAO RECOMMENDATION
Adopt a resolution amending the City's master fee schedule.
DISCUSSION
Background. As an integral part of the City's General Fund budget balancing strategy for 2005-
07, the Council has conceptually approved increases in several General Fund fees for police,
recreation, development review and general government services, which were presented in detail
to the Council as part of the April 19, 2005 "strategic budget direction" report. As shown in the
chart below, while expenditure reductions play the leading budget-balancing role-accounting
for about three-quarters of the solution in closing
an estimated $2.1 million gap-new revenues are 2005-07 Budget Balancing Actions
also an important part (20%) of the solution. Closing the General Fund Gap:52.1 Million
D Revenues
These fee increases total about $445,000 annually . 20% D CiP
ss°i°
on average over the next two years, and are
covered by the attached resolution (Attachment 1).
D ReseNes ..
8%
Summary of Proposed Fee Increases. As noted - Expenditures:72%
above, all of the proposed fee increases have been
extensively analyzed and reviewed by the Council
at a number of public workshops and hearings.
The following summarizes the proposed changes, D operating
which are described in detail in Attachment 2 Programs
340%
(which is an excerpt from the April 19 report).
New RevenuerSurinmary
Fiscal Year Annual
2005-06 2006-07 Average
Vehicle Tow Release Fee 34,300 42,500 38,400
Third False Alarm Fee 45,800 45,800 45,800
Property Damage-Only Collision Investigations 82,300 82,300 82,300
Facility Use Fees 48,800 48,800 48,800
Triathlon 3,000 3,000 3,000
Airport Land Use Commission Review 10,300 12,400 11,400
Waterway Management Plan/NPDES Compliance 50,000 60,000 55,000
Replacement Business Tax Certificate 3,900 3,900 3,900
Business Location Change 10,300 10,300 10,300
Business License Program 37,800 _ 254,800 1 1461300
TOTAL_ _ $326,500 $5639800 1 $445,200
a1
2005-07 Financial Plan: Adoption of Fee Amendments Page 2
Effective Dates. Effective dates are noted for each fee in Exhibit A of the attached resolution.
In most cases, fees are scheduled_ to be effective July 1, 2005. However, under State law,
development-related fees cannot become effective until 60 days after their adoption. For ease of
implementation, we recommend an effective date for these fees that begins at the first of the
month following this 60 day period: September 1, 2005. For "start-up" reasons, we also
recommend that the Triathlon and business license fees also have an effective date of September
1, 2005.
FISCAL IMPACT
As noted above, the City's budget-balancing strategy and the resulting Preliminary Financial
Plan reflect the implementation of these revenues. Any significant changes from these will
require revisiting the expenditure reductions and other budget-balancers reflected in the
Financial Plan, which is also proposed for adoption on June 21, 2005.
ALTERNATIVES
Although the Council has already conceptually approved all of these changes, the option
certainly exists not to implement some or all of these. However, a decision not to implement
them will require deeper reductions to the significant service and cost reductions already
reflected in the Financial Plan, which were arrived at after many months of extensive public
workshops and hearings.
ATTACHMENTS
1. Resolution amending the City's master fee schedule
2. Description of proposed fee amendments (excerpt from April 19, 2005, "strategic budget
direction"report to the Council)
G:Budget Folders/Financial Plan/2005-07/Financial Plan/Fees/Amendments to Master Fee Schedule/Agenda Report,6-21-05
ar-2
Attachment 1
RESOLUTION NO. (2005 Series)
A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO
AMENDING THE CITY'S MASTER FEE SCHEDULE
AS PART OF THE 2005-07 FINANCIAL PLAN PROCESS
WHEREAS, it is the policy of the City of San Luis Obispo to review service charges on
an ongoing basis and to adjust them as required to ensure that they remain adequate to achieve
adopted cost recovery goals; and
WHEREAS, in accordance with this policy the Council adopted Resolution No. 9130 on
November 21, 2000 updating the City's updated master fee schedule on a comprehensive basis;
and
WHEREAS, the Council considered amendments to the master fee schedule at a public
hearing on June 21, 2005 as part of the 2005-07 Financial Plan process based on a detailed
analysis of costs and funding requirements to meet adopted cost recovery goals.
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of San Luis Obispo
that the City's master fee schedule is hereby amended as set forth in Exhibit A.
Upon motion of seconded by and on the
following roll call vote:
AYES`:
NOES:
ABSENT:
the foregoing resolution was adopted on June 21, 2005.
Mayor David F. Romero
ATTEST:
Lee Price, City Clerk
APPROVED AS TO FORM:
Jo t . Lowell, City Attorney
a26-3
Resolution No. (2005 Series) Attachment 1
Page 2
Exhibit A
AMENDMENTS TO THE MASTER FEE scHEWLE
PUBLIC SAFETY: POLICE SERVICES
Vehicle Tow Release Fee
Effective July 1, 2005
$96.00 per tow, payable by the registered vehicle owner.
False Alarm Fees
Effective July 1, 2005
First and Second False Alarm No Fee
Third False Alarm $65.50
Fourth False Alarm 107.30
Fifth False Alarm 175.40
Sixth False Alarm 306.90
Seventh and Subsequent False Alarms 499.10
Property Damage-Only Collision Investigations
Effective July 1, 2005
$50.00 per party per non-injury traffic collision investigation.
PARKS AND RECREATION
Added Charge for Programs Using School District Facilities
Effective July 1, 2005
$0.25 per person per use charge on all programs using San Luis Coastal Unified School District
facilities.
Universal Triathlon Registration Fee
Effective September 1, 2005
Resident $64.00
Non-Resident 64.00
Resolution No. (2005 Series) Attachment 1
Page 3
Exhibit A
-AM-ENDMEINTSTOT-H-E MASTER FEE SCHEDULE;
COMMUNITY DEVELOPMENT
Airport Land Use Commission (ALUC) Plan Review Fee
Effective September 1, 2005
Per
Application
Administrative Reviews $100.00
Reviews Requiring ALUC Hearing 400.00
Waterway Management Plan Fee
Effective September 1, 2005
A surcharge of 7% shall be added to the plan check and building permit fee for projects subject
to the Waterway Management Plan and the storm water management program.
GENERAL GOVERNMENT
Replacement Business Tax Certificate Fee
Effective July 1, 2005
$31.00
Business Change of Location Fee
Effective July 1, 2005
$103.00
Business License Fees
Effective September 1, 2005
New Applications
Located in the City * $108.00
Located outside of the City 36.00
Annual Renewals 31.00
Note: Applications for Home Occupation Permits are not subject to this fee, as this would
duplicate the fee already charged for this review.
2005-07 Financial Plan Attachment 2
DESCRIPTION OF - FEE SCHEDULE AMENDMENTS
OVERVIEW
The following summarizes proposed amendments to the City's master fee schedule. These were
approved by the Council as part of the "strategic budget strategy" report presented to them on
April 19, 2005; and conceptually endorsed by the Council during its review of the Preliminary
2005-07 Financial Plan.
New Revenue Summary. In light of the City's fiscal situation, we believe that the proposed
new revenues are reasonable in avoiding even deeper cuts in essential services. They are all
consistent with the City's user fee cost
recovery policy; and although they play
an important role in the overall budget New Revenue Summary
balancing strategy, they are only about
D other New
20% of the solution, with expenditure Revenues
reductions playing the leading role (70% 80/0
of the solution). o Recreation O Police Fees
Fees W/o
As reflected in the sidebar chart, two of 1P/0
the revenue recommendations - police
related fees and business licenses - o Development
Review
account for two-thirds of the new 14%
revenue recommendations..
o Business
We believe that fees in these two areas License
are especially warranted in light of the 3Fk
limited cost recovery options for police
services (and their heavy reliance on
general-purpose revenues) and the value
New ReVertub Summary
of the City's public safety and Fscal Year annual
infrastructure maintenance services to 2005-06 2006-07 Average
the business community in the case of Vehicle Tow Release Fee 34,300 42,500 38,400
the business license revenues. Third False Alarm Fee 45,800 45,800 45,800
Property Dam age-Only 82,300 82,300 82,300
Without the proposed new revenues, we Collision Investigations
will need to cut even deeper into our Facility Use Fees 48,800 48,800 48,800
Triathlon 3,000 3,000 3,000
operating and capital programs. Airport Land Use 10,300 12,400 11,400
Commission Review
Projected Revenues. As reflected in NPDES Compliance 50,000 60,000 55,000
the sidebar chart, we are proposing new Replacement Business 3,900 3,900 3,900
or increased revenues in ten areas. Tax Certificate
Over average over the next two years, Business Location Change 10,300 10,300 10,300
these added revenues will generate Business License Program 37,800 254,800 146,300
TOTAL $326,500 $563,800 $445,200
about$445.000 annually.
Report Organization. For each of the proposed new revenue sources, this report provides the
following information whenever applicable:
2005-07 Financial Plan Attachment 2
DESCRIPTION OF MASTER FEE SCHEDULE AMENDMENTS
1. Background
2, Description of the Proposed Fee
3. Cost Summary
4. Proposed Fee Schedule
5. Estimated Revenues
6. Consistency with User Fee Cost Recovery Policy
7. Practices in Other Cities
8. Customer Service Impacts
VEHICLE TOW RELEASE FEE
As part of the November 18, 2004 report on "pantry items," the Council approved higher cost
recovery for the Police Department's efforts related to vehicle tows. These occur for several
reasons, including:
1. Driver is arrested and taken into custody
2. Blocking driveway entrance
3. Parking on lawn
4. Abandoned vehicle
5. Preventing access by firefighting equipment by parking too near to a fire hydrant
6. Person in charge of vehicle is incapacitated
7. Area posted for"no parking"
We do not currently charge this type of fee, but are allowed to do so under California Vehicle
Code Section 22850.5. Because of this, many other cities charge a towed-vehicle release fee,
with the most common one set at a $100 flat fee. Our proposed vehicle release fee is $96,
payable by the registered vehicle owner, summarized as follows:
Vehicle Tow Cost Summary
Percent Billable
Personnel Minutes of Hour Rate Cost
Police Officer 20 0.330 101.32 33.44
Communications Technician 10 0.160 53.46 8.55
Records Clerk 10-15 0.250 42.36 10.59
Police Sergeant 15-20 0.330 126.45 41.73
Accounting Assistant 2-3 0.041 46.85 1.92
Cost Recovery Fee $96.23
Over the past three years, we have towed an average of 750 vehicles annually that would have
been applicable to a tow release fee. Assuming a conservative collection rate of 85% (most
owners will want to claim their vehicles), estimated annual revenues are$62,500.
When we presented this idea to the Council in November 2004, we conservatively estimated
revenues from this fee at $20,000 annually. Since this initial estimate was included in the
December Forecast, the net "added" revenue from this fee as a "budget-balancer" is $42,500.
-2- ag.7
2005-07 Financial Plan Attachment 2
DESCRIPTION MASTER FEE SCHEDULE AMENDMENTS
Due to the time needed to implement this fee, first-year collections in 2005-06 are estimated to
be slightly less than this amount($34,500).
1. Consistency with user fee cost recovery policy. This is consistent with the City's policy that
those who drive the need for a service — especially one that we want to discourage — should
incur the cost.
2. Practices in other cities. As noted above, towed-vehicle release fees are common in
California cities, with the rate typically set at$100 per tow.
3. Customer service impact. We believe that the proposed fee is reasonable in the context of
the costs we incur. Moreover, as reflected in the above summary of when we initiate vehicle
tows, these are behaviors we want to discourage, and as such, full cost recovery is
appropriate.
FALSE ALARM FEES
The Police Department responds to security alarms in the City at both business and residential
locations. The majority of alarm responses are due to false alarms, which are caused by a
number of factors, including:
1. Window left open and the wind causing motion that is sensed by the alarm system
2. Interior motion from a mouse, bird or pet.
3. And the most common cause: user error.
Businesses particularly have a high number of false alarms from user error resulting from lack of
on-going employee training and high employee turn-over. The Police Department responds to
approximately 2,200 false alarms annually: 1,500 business and 700 residential. Currently, the
City charges a $107.30 false alarm fee beginning with the fourth false alarm in a twelve-month
period, increasing with each false alarm to $306.90 for thesixth and any subsequent false alarms.
Implementing a modest "thud false alarm fee" of$65.50— and increasing the fee amount for the
most extreme number of repeat false alarms (by $192.20 to $499.10) for the seventh and
subsequent false alarm in a twelve-month period— will bring the City's false alarm fee schedule
in-line with comparable cities and partially off-set the costs of police resources in responding to
false alarms. The following summarizes the current and proposed false alarm fee schedule:
False Alarm Fees
Current Proposed Increase
First and Second False Alarm No Fee No Fee No Change
Third False Alarm No Fee 65.50 65.50
Fourth False Alarm 107.30 107.30 No Change
Fifth False Alarm 175.40 175.40 No Change
Sixth False Alarm 306.90 306.90 No Change
Seventh and Subsequent False Alarms 306.90 499.10 192.20
-3 -
2005-07 Financial Plan Attachment 2
DESCRIPTION OF - FEE SCHEDULE AMENDMENTS
Net revenues (after third-party contractor costs of 20% of collections) from our current fees is
about $140,000 annually. Based our current false alarm volumes and assuming a 90% collection
rate for the added fees, we estimate that this will generate additional net revenues of $45,800
annually, summarized as follows:
Added False Alarm Revenues
Annual Added Cost New
Activity Per Alarm Revenue
Third False Alarms 273 65.50 17,900
Seventh and Subsequent False Alarms 238 192.20 45,700
Total 63,600
Contractor Fees @ 20%_ (12,700)
Net Collections @ 90a $45,800
Of this added revenue, about 92% will come from businesses and only 8% from residences.
1. Consistency with user fee cost recovery policy. This is consistent with the City's policy
that those who drive the need for a service — especially one that we want to discourage —
should incur the cost.
2. Practices in other cities These vary widely between.cities, but charging for the third false
alarm is not uncommon.
3. Customer service impact. We believe that the proposed fees (which still provide for two
"no cost" false alarms) is reasonable in the context of the costs we incur in responding to
false alarms, which is an activity that we want to discourage.
PROPERTY DAMAGE-ONLY COLLISION INVESTIGATIONS
California Vehicle Code Section 20008(a) requires that any drivers involved in any traffic
collisions that result in injury or death make (or cause to be made) a written report to the law
enforcement agency that has jurisdiction over the area where the accident occurred. Even though
there are no other specific vehicle code sections that require law enforcement agencies to take a
report, this section implicitly makes it clear that law enforcement agencies have a responsibility
to prepare a report. However, non-injury traffic accidents are not included under this section,
and as such, taking these reports is discretionary. Traditionally, most agencies have investigated
non-injury accidents; however, a growing trend has been to stop responding to non-injury
accidents for the following reasons:
1. It is not required.
2. Fault determined from the investigation is primarily used for civil purposes.
3. Time spent investigating these accidents negatively impacts officer response times and
officer available time on criminal matters.
Approximately two-thirds of the annually reported traffic collisions in San Luis Obispo are non-
injury. The time spent investigating these accidents results in a significant amount of dedicated
-4-
ag-9
2005-07 Financial Plan Attachment 2
DESCRIPTIONOF
officer time. In 90% of these cases, the benefiting parties are the insurance companies, which
rely heavily on law enforcement's determination of cause. These conclusions eliminate the
necessity of the insurance companies having to hire a private Accident Reconstructionist, at
considerable cost to them.
In order to maintain the same level of response and investigation of non-injury traffic accidents,
we recommend cost recovery of officer time to perform the investigation. Our officers typically
spend sixty to ninety minutes investigating a non-injury traffic collision and completing their
report. At a "full cost" of $101.32 per hour, this means costs of $100 to $150 for the average
damage-only collision investigation. In most cases, both insurance companies request the results
of the investigation. As such, a fee of$50 per party per noninjury traffic collision investigation
will achieve full cost recovery in most cases, assuming this fee will be paid by both auto
insurance companies.
In 2004, there were about 1,200 non-injury traffic accidents; of these, 2,200 copies of those
reports were requested. With the proposed fee of $50 fee per party, this would potentially
generate about $110,000 annually. Assuming cost recovery from 75% of these, we
conservatively estimate annual revenues from this fee of$82,300.
1. Consistency with user fee cost recovery policy. This is consistent with the City's policy
that those who directly benefit from a service should incur the cost.
2. Practices in other cities. While setting a fee for this service is not common practice in
California, many cities have stopped taking these types of reports. We believe that this "all
or nothing" approach does not best meet user needs, and that the proposed market-based,
customer-driven approach makes more sense.
3. Customer service impact. We believe that this modest fee for a discretionary service is
reasonable approach in balancing the cost of this service— and its resource impact on higher-
priority law enforcement needs — against its impact on users (which in most cases is an
insurance company). We believe that in most cases, they would prefer to pay a modest fee
than not have the service provided at all — which is an option for the City (and one that many
other cities in the State have implemented). And typically, drivers not at-fault (either directly
or though their insurance company) will be reimbursed by the at-fault drivers (or their
insurance company) for all costs of the collision, including this fee. This makes more sense
than having the general-purpose tax payer pick-up this cost for those at-fault in causing the
collision.
ADDED CHARGE FOR PROGRAM USING SCHOOL DISTRICT FACILITIES
The need for this added fee surfaced at the Mid-Year Budget Review in February 2005 as a way
of mitigating fee increases by the San Luis Coastal Unified School District for use of their
facilities. As we noted at that time, we believe that the District's charges are reasonable when
compared with other alternatives. Initiating a $0.25 per person per use charge on all programs
using District facilities will generate about $80,800 annually. Of this amount, $32,000 was
projected in the Mid-Year Budget Review to help offset increases in District fees. The balance
-5 - ,?16-A)
t i
2005-07 Financial Plan Attachment 2
DESCRIPTIO.N OF i
($48,800) is recommended to help offset service reductions in other recreation program areas,
including day care services, classes and adult, teen and youth sports.
1. Consistency with user fee cost recovery policy. This is consistent with the City's policy
that day care services and adult athletics should have relatively high cost recovery (60% to
100%) and that youth sports should have mid-range cost recovery (30% to 60%).
2. Practices in other cities. Other agencies throughout the county providing a similar service
for before and after school childcare are currently charging $3.00 per hour and operate on a
monthly fee only, which means that participants pay for expected hours of use and do not
receive credits or transfers for unused hours. At $2.70 per hour, the City's day care services
are currently the lowest hourly rate, and charge only for hours used. Along with a planned
cost of living increase of $.05, this $0.25 per hour increase will simply bring the program
into alignment with the hourly rate that other agencies charge, while retaining the "pay for
use only" fee structure.
3. Customer service impact. We believe that this very modest fee increase will have minimal
impacts on our customers.
UNIVERSAL TRIATHLON FEE
Setting one fee for participation in the annual Triathlon regardless of residency will generate
about $3,000 annually. The minimal impact on users and participation will be further mitigated
by phasing this approach in over two years. With this approach, fees will move from $48 for
residents and $64 for non-residents, to $64 for everyone by 2006-07.
AIRPORT LAND USE COMMISSION(ALUC) PLAN REVIEW FEE
Most discretionary projects located in the Airport Land Use Plan boundary must be reviewed by
Community Development staff for consistency with the Airport Land Use Plan. Some of these
projects can be found consistent with limited review while others require the staff to help prepare
an Aviation Easement form for recording with the County Clerk. We project that there will be
an average of 100 permits per year of this type with an average staff time of one hour. A third,
and less frequent project, requires staff to prepare documents for ALUC review and attendance at
one of their hearings. These will take an average of four hours.
To recover these costs, we recommend a fee of $100 for the simpler permits and $400 for
projects that go to the ALUC. This will generate new revenues of$12,400 per year. (First year
revenue estimates are prorated to $10,300 to reflect a September 1, 2005 effective date.)
-6-
o2Q'�'
2005-07 Financial Plan Attachment 2
DESCRIPTION OF - FEE SCHEDULEAMENDMENTS
Estimated ALUC Review Fees
Annual Cost Per New
Activity Application Revenue
Administrative Reviews 100 100.00 10,000
Reviews Requiring ALUC Hearing 6 400.00 2,400
Total $12 400
1. Consistency with user fee cost recovery policy. This is consistent with the City's policy
that development review services should generally fully recover their costs.
2. Practices in other cities. This type of review is not applicable in most agencies.
3. Customer service impact. We believe that this modest fee will have minimal fiscal impacts
on applicants while ensuring timely turn-around and review of their applications. In
addition, City staff frequently assists the applicant in getting through the ALUC process, yet
there is no cost recovery for this service.
WATERWAY MANAGEMENT FEE: NPDES COST RECOVERY
When we first introduce the new storm water management requirements of Phase II of the
National Pollution Discharge Elimination System (NPDES) to the Council in 2002, we noted that
there would be added costs in implementing the expanded construction management standards
(primarily run-off control from private development). We noted at that time that the best way of
recovering these costs would be through the building permits process, since the responsibility for
enforcement largely lies with our building inspectors.
Based on our experience so far, approximately 65% of permits issued we issue are subject to
these requirements. Setting a fee of 7% of the plan check and building permit fee for projects
subject to the Waterway Management Plan and the storm water management program will
generate additional revenue of $60,000, recovering the 50% of a building inspector position
(including indirect costs) required to enforce these regulations. (First year revenue estimates are
prorated to $50,000 to reflect a September 1, 2005 effective date.)
1. Consistency with user fee cost recovery policy. This is consistent with the City's policy
that development review services should generally fully recover their costs; and it is
consistent with prior recommendations that we set a fee tied to the building permit process to
recover these costs. Now that we have experience with these regulations, we are able to
assess the impacts and recommend a fee strategy.
2. Practices in other cities. Most.cities set building permit fees at a level that recovers costs,
although virtually all have different rate structures for doing so.
3. Customer service impact. We believe that this modest fee will have minimal fiscal impacts
on applicants while ensuring timely turn-around in inspecting their projects.
-7- a�-IZ
2005-07 Financial Plan Attachment 2
DESCRIPTION OF - FEE SCHEDULE AMENDMENTS
REPLACEMENT BUSINESS TAX RECEIPT FEE
Our current business tax ordinance calls for setting a fee for replacing lost or misplaced business
tax receipts by resolution; however, we have never done so. On the other hand, it costs us $31 in
staff time, materials and computer resources to process these requests. Given the City's fiscal
situation, we recommend setting a fee of $31 for this service. Based on 125 requests for this
annually, this will generate $3,900 per year.
1. Consistency with user fee cost recovery policy. This is consistent with the City's policy
that those who directly benefit from a service — or drive the need for it — should incur the
cost.
2. Practices in other cities. Most cities charge a fee for similar replacements based on the cost
of doing so.
3. Customer service impact. We believe that this modest fee will have a minimal impact on
the business community: of 7,000 business tax receipts issued annually, only about 2% need
this service. This fee will also have a minimal impact on voluntary compliance with the
requirement to possess a valid receipt (the underlying reason that we not previously set a fee
for this service), since virtually all requests are due to the business's external requirement to
show proof of payment (such as a loan application).
BUSINESS CHANGE OF LOCATION FEE
Our current business tax ordinance also calls for setting a fee for processing a change of business
location; however, we have never done so. On the other hand, it costs us $103 in staff time,
materials and computer resources to process these requests: $31 for Finance staff to process the
change; and $72 for Community Development to review the change in location for consistency
with zoning and building requirements. Based on 100 location changes processed annually, this
will generate $10,300 annually.
1. Consistency with user fee cost recovery policy. This is consistent with the City's policy
that those who directly benefit from a service — or drive the need for it — should incur the
cost.
2. Practices in other cities. Most cities charge a fee for similar location changes based on the
cost of doing so.
3. Customer service impact. We believe that this modest fee will have a minimal impact on
the business community: of 7,000 business tax receipts issued annually, only about 1% need
this service. This fee will also have a minimal.impact on voluntary compliance to have with
the requirement to possess an up-to-date receipt with accurate location information (the
underlying reason that we not previously set a fee for this service), since virtually all requests
are due to the business's external requirement to show proof of payment (such as a loan
application).
-8- a�_�
-�
2005-07 Financial Plan Attachment 2
SCHEDULEDESCRIPTION OF MASTER FEE
BUSINESS LICENSE PROGRAM
Except in very limited circumstances (such as taxi and massage therapist permits), the City does
not issue business licenses. Our business tax ordinance exists solely to raise revenues for general
municipal purposes, and does not regulate businesses in any way. Accordingly, the business tax
receipt that we issue (not license) is simply evidence that the business tax has been paid: it is not
assurance that the business is in compliance with any City regulatory requirements (or those of
any other agency).
However, as noted above, there are regulatory aspects in how we process business tax
applications and renewals. For example, in addition to reviewing changes in location,
Community Development also reviews all new business tax receipt applications for compliance
with zoning and building regulations. In short, there is already a significant regulatory
component of the City's business tax program, but we are not recovering these costs.
Similar to processing location changes, it costs the City $108 to process new applications for
businesses located within the City: $36 for Finance staff to process the application; and $72 for
Community Development staff to review the application for consistency with zoning and
building requirements. (Businesses with offices principally located outside of the City are not
reviewed by Community Development, and as such, only the Finance cost component at $36 is
applicable). Annual renewals, assuming no change in location, cost$31 per business.
It should be noted that the City's current minimum tax is $25, and has not changed since 1958.
While the concept of a business license fee is different than a minimum tax, setting a business
license fee of$31 per year in conjunction with the.minimum tax (for total minimum amount due
annually for both of$56) recognizes the significant passage of time (almost 50 years) since the
City last adjusted the minimum. And for new businesses, the impact of the new $108 is largely
offset by the fact that the first year, all new businesses only pay $25, regardless of their likely
gross receipts.
Based on the proposed rate structure, implementing a business license fee program will generate
$254,800 on an annual basis. However, revenues in 2005-06 will be less than this ($37,800 for
new applications only), since it will not be possible to enact a business license ordinance (and
subsequently set fees by resolution) before the annual renewal process (which begins July 1,
2005).
Estimated Business License Fee Revenues
Annual Proposed New
Activity Fee Revenue
New Applications
Located in the City 150 $108.00 $16,200
Located outside of the City 600 36.00 21,600
Annual Renewals Effective in 2006-07) 7,000 31.00 217,000
Total $2549800
-9- aB�y
2005-07 Financial Plan Attachment-2
DESCRipm-N OF -
1. Consistency with user fee cost recovery policy. Implementing a business license fee will
help recover the administrative and regulatory costs we are already incurring. In short, it will
not create any new requirements, but simply recognize the efforts and related resources
already in place.
2. Practices in other cities. Most cities issue business licenses and set minimum fees as
needed to recover their cost of issuance.
3. Customer service impact. We believe that this modest fee will have a minimal impact on
the business community. As noted above, the current minimum cost of a business
license/business tax receipt has remained unchanged at $25 since 1958. For renewing
businesses, the proposed combined license/tax minimum will be $108. By comparison,
simply adjusting the minimum tax for changes in the consumer price index since 1958 would
result in a minimum of$168. (Note: Since this would be a business license, it will not be
subject to the Downtown Association surcharge based on the business tax.)
tea-d-