HomeMy WebLinkAbout09/21/1992 Meeting
e M I NUT E S
Eugene City Council
Work Session
McNutt Room--City Hall
September 21, 1992
5:30 p.m.
COUNCILORS PRESENT: Shawn Boles, Ruth Bascom, Roger Rutan, Debra Ehrman,
Bobby Green, Randy MacDonald, Paul Nicholson, Kaye
Robi nette.
The work session of the Eugene City Council was called to order by His Honor
Mayor Jeff Miller.
I. WORK SESSION: EUGENE DECISIONS
Mr. Rutan introduced Ron Chastain of Chastain Economic Consultants, who had
assisted the Committee on Revenue in its work. He briefly reviewed the
council's charge to the committee and described the committee's review of
available revenue sources. Mr. Rutan recommended that the council review and
discuss each revenue source.
e The council reviewed a memorandum entitled "Revenue Report" from the Council
Committee on Revenue, and an attached matrix entitled "Comparison of Attrib-
utes of Five Proposed Taxes."
Restaurant Tax
Mr. Boles asked how catered meals would be affected by the tax. Mr. Rutan
responded that catered meals would be included under the broader definition of
"prepared meals." He said that the estimated yield of $1.51 million on a tax
of one percent was based on the Standard Industrial Code (SIC) definition of a
restaurant. An expanded definition of prepared foods tax that included
catered meals would yield an additional three to five percent on the estimated
base of $1.51 million. Mr. Rutan added that he believed the additional yield
estimate to be too low. Mr. Chastain indicated that no national data was
available to test Mr. Rutan's belief.
Ms. Bascom asked if banquet meals were included in the revenues estimated for
the restaurant tax. Mr. Rutan said no.
The council briefly discussed what types of restaurants were included in the
standard definition that had been used to reach the revenue projections.
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e Ms. Ehrman asked if the one-time start-up costs for administration applied to
the City or to the industry. Mr. Rutan said that there were start-up costs
included for both the City and industry. The committee estimated a $55,000
start-up cost for the City. Discussions with the industry indicated a range
of start-up costs.
Responding to a question from Mr. Boles, Mr. Rutan clarified that the estimat-
ed industry administrative costs of from two to five percent of gross tax
revenues were similar to the percentages paid the hospitality industry for
administration of the Transient Room Tax. Mr. Boles asked if the committee
had considered backing costs associated with administration out of the yield.
Mr. Rutan said that the yield was projected on gross revenues; administrative
costs would be taken from the gross revenues. Mr. Boles said it would be
helpful to know the yield that remained after both two and five percent were
deleted, as well as the start-up costs. Mr. Rutan said that those figures
could be secured, but he cautioned that to do so would require some prelimi-
nary decisions by the council regarding the percentage and whether start-up
costs would be paid by the City.
Mr. Boles asked if the estimated two- to five-percent administration costs
were predicted on the costs of individual sales transactions. Mr. Mounts said
no. He added that the City currently allows five percent of gross revenues to
hotels and motels to collect the room tax. Those businesses report gross
sales.
Mr. Robinette asked why the restaurant tax was considered in the analysis to
e be moderately stable while the business income tax was termed unstable. Mr.
Nicholson said that one tax was based on income, while the other was based on
receipts, and receipts fluctuate less as a percentage than income. Mr.
Robinette asked why, in that case, the personal income tax was not considered
more unstable. Mr. Rutan said statistics indicate that expenditures for out-
of-home meals is a static number as a percentage of income over time. There
is a direct correlation between the two. Mr. Mounts agreed, adding that the
levels of expenditures on restaurant meals is tied directly to personal income
levels. A relatively small shift in gross receipts can have a major impact on
the net income of business; Mr. Mounts pointed out that the State corporate
income tax demonstrates significant shifts, whereas personal income fluctua-
tions are much milder over time, and restaurant sales are directly related to
personal income.
Responding to a question from Ms. Ehrman, Mr. Mounts said there are cities in
Colorado, Kentucky, and New Hampshire that levy restaurant taxes, as well as
from Virginia, the state about which staff has the most information.
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e Personal Income Tax
Mr. Rutan and Mr. Nicholson reviewed the matrix details regarding the tax.
Mr. Chastain cautioned that the administration costs provided by the State
could be higher than actual costs due to uncertainty on the part of the State
regarding the scope of the tax.
Business Income Tax
Mr. Rutan discussed the differences between a business net income tax and
corporate income tax and offered examples of how the business income tax would
work.
Responding to a question from Ms. Ehrman, Mr. Rutan said that the information
in the matrix was based on the Multnomah County model.
Responding to a comment from Mr. Chastain about the stability of the tax, Mr.
MacDonald asked if the stability level could be attributed to the manner in
which the tax structure was designed. Mr. Chastain attributed the fluctuation
in the tax to both income levels and the treatment of business losses under
the structure.
Ms. Bascom asked if the tax would serve as a disincentive for businesses to
locate to Eugene. Mr. Nicholson pointed out that businesses inside the city
would have to earn income inside the city in order to be liable for the tax.
e Businesses outside the city would be liable for the tax if they earned income
inside Eugene. Mr. Rutan said that the tax might effect some business
decisions just because it was a tax and the reaction of the business community
could be negative. Additionally, there are large corporations who operate
through branch offices; a tax on a branch in Eugene could affect that
company's decision to run business through the branch. Mr. Nicholson agreed
that sales office location decisions could be affected, with the result that
such facilities could be located in Springfield.
Mr. Boles asked to what degree the tax had reduced business growth in
Multnomah County. Mr. Rutan said it had not, but maintained that Multnomah
County had achieved a critical mass of activity that was stronger and more
diversified than that of Eugene.
Responding to a question from Ms. Ehrman, Mr. Mounts said that the costs of
collection were based on the State's administration charges to Multnomah
County. The estimate of $150,000 also included a component for City costs.
Responding to a question from Mr. Miller, Mr. Nicholson said that the owners
of C corporations are paid a salary, and that salary is exempted from the
business net income tax. Similar consideration is given to businesses that
are not C corporations. Mr. Rutan referred the council to the examples on
page 43 of the packet.
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e Utility Tax
Mr. Rutan noted that the packet contained a letter dated September 18, 1992,
from Susan Smith of the Eugene Water & Electric Board (EWEB).
Mr. Rutan reviewed the attributes for the utility tax in the matrix.
Responding to a question from Mr. Boles regarding the availability of informa-
tion about the low-income exemption program, Mr. Mounts said staff had initial
information about the number of households in the community that would
qualify, but had not estimated the monthly utility costs for those households
or the potential revenue loss. A preliminary estimate for the electric
utility tax indicated an approximate $40,000 loss if all eligible households
took advantage of the exemption.
Mr. Rutan noted that the estimates in the matrix were based on projected post-
Trojan figures.
Ms. Ehrman asked if the committee had considered conservation efforts in its
projections. Mr. Rutan said no.
In response to a request from Mr. MacDonald for more information regarding the
effect of the Trojan closing on in-lieu-of-tax revenue, Mr. Gleason said that
the current compensation received by the General Fund for the municipal
electrical utility is not an in-lieu of tax, but rather a payment of earned
surplus mandated by State statute. Mr. Gleason said that the result of
e decommissioning Trojan will be governed by that statute.
Ms. Bascom asked for more information about potential legal issues. Mr. Rutan
referred Ms. Bascom to the letter from Susan Smith and said that the City
Attorney is researching the issues raised by EWEB.
Ms. Bascom indicated she had heard public concerns about the need for EWEB as
a public utility to downsize operations and cut wages and benefits in a manner
similar to the City and County and suggested that the City enter into discus-
sions with EWEB about those issues in order to offset the effect of the
proposed utility tax. Mr. Miller pointed out that EWEB was governed by an
independent board and suggested that the dialogue suggested by Ms. Bascom
should more appropriately take place between the utility and the ratepayers.
Mr. Gleason anticipated that the board would respond by saying that tax policy
for general purpose government was the responsibility of the City rather than
the utility. Ms. Bascom said councilors had been approached by board members
regarding issues of shared concern and suggested those approaches were efforts
to have a dialogue about how the two bodies can work together for the communi-
ty welfare.
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e Gas Tax
Responding to a question from Ms. Bascom, Mr. Mounts said that the City had
not worked on the gas tax issue with Lane County.
Mr. Robinette asked for information about the experience of the City of
Woodburn in implementing a local gas tax. Mr. Mounts said that the tax was
levied against distributors who served gas stations within the city whether
they were located inside or outside the city. There was no data suggesting a
shift in consumption.
The council took a brief break at 7:02 p.m.; the meeting resumed at 7:12 p.m.
The council cast a series of straw votes indicating support for addressing the
$3.8 million shortfall through the tax sources under consideration. Ms.
Bascom said for the record that she did not believe the council should
consider any of the tax choices unless it agreed to refer the choice to the
voters.
First Choice:
Restaurant Tax: Ms. Ehrman
Personal Income Tax: Mr. Nicholson
Business Income Tax: Mr. MacDonald, Ms. Bascom
Util ity Tax: Mr. Green, Mr. Rutan, Mr. Boles
Property Tax: Mr. Robinette, Mr. Miller
e Second Choice:
Restaurant Tax: Mr. Nicholson, Mr. Robinette, Mr. Boles, Mr. Rutan,
Ms. Bascom
Personal Income: Mr. MacDonald
Business Income: Mr. Miller, Mr. Ehrman
Third Choice:
Business Income Tax: Mr. Boles, Mr. Nicholson
Util ity Tax: Mr. Robinette
Fourth Choice:
Personal Income Tax: Mr. Boles
Util ity Tax: Mr. Nicholson
Fifth Choice:
Property Tax: Mr. Nicholson, Mr. Boles
The council cast a series of straw votes indicating funding preferences for
the fire station construction and a new library. Councilors indicated their
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e unanimous first choice preference for funding fire station construction to be
the property tax with nine votes; the Business Income Tax was the second
choice for Ms. Ehrman, and the Utility Tax was the second choice for Mr.
Green, Mr. Boles, and Mr. Miller. There were no other funding preferences
identified for fire station construction.
The council ranked the funding sources to support the new library. Mr. Boles,
Mr. MacDonald, and Mr. Nicholson ranked the Restaurant Tax as their first
choice for library funding; Ms. Ehrman and Ms. Bascom selected the Utility Tax
as their first choice; and Mr. Robinette and Mr. Rutan selected the Property
Tax as their first choice for funding a new library. Ms. Ehrman, Ms. Bascom,
and Mr. Robinette indicated that their second choice for funding was the
Restaurant Tax; Mr. Rutan selected the Utility Tax as his second funding
choice; and Mr. Boles, Mr. MacDonald, and Mr. Nicholson selected the property
tax as their second choice for library funding. Ms. Ehrman ranked the
Restaurant Tax as her third choice for library funding.
The council discussed the advantages and disadvantages of whether to refer a
funding source to the voters.
Ms. Bascom spoke in favor of referring any selected funding source. She
maintained that a referral would show the council to be "up-front" with the
voters and in keeping with local tradition.
Mr. Boles spoke in opposition to referral. He said the council had made a
considerable investment in the Eugene Decisions process with the understanding
e that the council was responsible for the final decision. Mr. Boles said if
people were unhappy with the choice, the public could refer the issue. He
said the issue then would be, "did the council make a wise choice," not, "do
you like this tax?" Mr. Nicholson agreed with Mr. Boles but suggested that
his decision regarding referral would be affected by unanimity on the council
regarding the final choice.
Mr. Green said he appreciated Ms. Bascom's point but did not favor referring
the issue if the council decision was unanimous.
Ms. Ehrman said she had appreciated the council's recent discussion with the
legislators and their advice to go ahead without a vote. She said she
distinguished between the core and the enhancements, and indicated she would
be more likely to support referral of funding enhancements or selection of an
unpopular revenue choice to the voters.
Mr. Robinette said he agreed with previous remarks made by Mr. Rutan: any
selected funding source will be referred to the voters with or without the
council's assent. He said due to that inevitability and the negative votes
that the funding source will receive if the council fails to refer the
revenue, he supported referral.
Mr. MacDonald said he agreed with Mr. Robinette. He said the council needed
to control the date of referral to avoid conflict with State revenue measures.
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~ Further, he believed that the public had the expectation that it would have
the opportunity to vote on all major decisions, particularly those related to
taxes. Mr. MacDonald said that referring a revenue measure would maintain the
council's credibility with the public.
Mr. Boles reminded the council that it had been clear with the public about
the council's responsibility in making a final decision.
Mr. Miller said that the council would negate its leadership role by referring
its decision to the voters. He suggested that the referral was a final public
"check-off."
Mr. Nicholson said he agreed with Mr. Boles' basic premise that referring any
revenue to the voters was sending the wrong message after undertaking such an
extensive information-gathering promise. The council had not promised that
its decision would command 51 percent of voter support. Mr. Nicholson said he
also had difficulty referring issues to the voters when only one result is
acceptable. The council would be spending public money to persuade the public
to vote for the prudent choice.
Mr. Green said that the council needed to be prepared to direct the manager to
re-evaluate Strategy C.
Councilors reviewed their funding selections and briefly discussed the
rationale behind their preferences for funding.
e Mr. MacDonald said his support for a combination of business income and
personal income taxes was based on equitability, progressivity, and the broad-
based nature of the taxes, while he acknowledged the public antipathy toward
the personal income tax. He said he was also disturbed to learn about the
volatility of the business income tax. Regarding his support for a property
tax, Mr. MacDonald pointed out that the City's Capital Improvement Program
could be supported with a voter-approved serial levy outside the $10 cap.
Mr. Boles noted the strong support shown for the restaurant tax by the City
Council and the public. He said that a five percent tax would cover both the
core shortfall and provide sufficient revenue to pay for the library in four
to five years. Mr. Boles said a disadvantage to consider was the narrowness
of a tax that would be supporting core services.
Mr. Rutan said the community has not yet felt the impact of the council's
proposed cuts, and it was hard to make a case for a tax increase at the
present time. He said that the council's funding selection for supporting the
core should be broad-based, as he agreed with Mr. Boles about the narrowness
of the restaurant tax. Mr. Rutan said that the only tax on the list in which
he had any interest was the utility tax as he considered it to be broad-based.
Mr. Green indicated his agreement with Mr. Rutan regarding the utility tax.
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. Ms. Ehrman reiterated her support for the restaurant tax, saying that the tax
contained an element of choice, captured dollars from nonresidents, and was
strongly favored by the voters. Ms. Ehrman did not support a business income
tax or personal income tax due to her fear that it would harm the community's
reputation as a good place to do business. She said that she could not
support any property tax increase for funding the core due to strong voter
antipathy toward the tax. Ms. Ehrman said her support of the utility tax was
tied to the low-income exemption and its broad-based nature.
Mr. Nicholson noted that the personal income tax would capture more revenue
from nonresidents that any other revenue option considered. Further, it was
progressive, broad-based, direct, and a stable source of revenue. Mr.
Nicholson said his support for the restaurant tax was based on its popularity
among voters.
Mr. Robinette said his support for the property tax was based on his belief
that some tax relief would result from Ballot Measure 5, the tax was broad-
based, and easy to administer. He acknowledged that the tax was not popular,
and suggested it would be necessary for people to feel the results of service
reductions before the council could gain voter approval for any increase. Mr.
Robinette said that his support for the restaurant tax was tied to the survey
results.
Ms. Bascom said she supported the restaurant tax because of its ranking among
survey respondents. She said she found arguments against the business income
tax to be persuasive, and she was disturbed by its instability. Ms. Bascom
e said she supported the utility tax, although she did not believe the tax would
be accepted by the public.
Mr. Miller said that funding the capital program with voter-approved property
tax increases could buy the City time until the State Legislature works on
revenue issues and the future becomes more clear. He said the council's
reductions and shifts could take effect and the public would have a better
idea of the impact of those changes. Mr. Miller said that by May, the City
could have a revenue measure tied to a capital project on the ballot and would
have more information about the legislature's progress on revenue issues. In
addition, there may be more impetus for intergovernmental cooperation by that
time.
Mr. Boles responded to several comments made by the councilors. He said that
the voters had clearly indicated their opposition to increases in the property
tax as a revenue source. Mr. Boles suggested that reliance on the property
tax in support of capital projects would result in elimination of the capital
program. Further, he pointed out that any City-sought increase in the
property tax would affect a revenue source that partners of the City rely
upon. Mr. Boles said that the City needed to solve its problems without
waiting for other jurisdictions to experience the pain that will force them to
seek a solution to budget problems.
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. Mr. MacDonald asked staff to provide information to the council by the
following evening regarding the loss of revenue from EWES to the City were a
utility tax to be implemented.
The meeting adjourned at 8:20 p.m.
Respectfully submitted,
(Recorded by Kimberly Young)
mncc5321.092
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