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cep<IFORN�P CITY COUNCIL STAFF REPORT
DATE: SEPTEMBER 2, 2015 CONSENT CALENDAR
SUBJECT: ADOPT RESOLUTIONS AUTHORIZING THE EXECUTION OF CERTAIN
DOCUMENTS WITH THE CALIFORNIA STATE BOARD OF
EQUALIZATION PURSUANT TO AB-1717 TO ENSURE COLLECTION
OF THE CITY'S UTILITY USERS TAX AND 911 EMERGENCY ACCESS
LINE TAX ON PREPAID WIRELESS SERVICE.
FROM: David H. Ready, City Manager
BY: Finance Department
SUMMARY
Assembly Bill 1717 (AB-1717) was approved and signed into law establishing a method
for the timely collection and remittance of telephone users taxes and 911 emergency
access line taxes on prepaid wireless telephone services as authorized by the voters
in 2009. The resolutions in this agenda item permit the City Manager and staff to
execute the necessary documents to comply with the requirements of AB-1717 per the
BOE's current deadline of September 30, 2015.
RECOMMENDATION:
1. Adopt Resolution No. , "A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF PALM SPRINGS, CALIFORNIA, AUTHORIZING THE CITY MANAGER
TO EXECUTE AGREEMENT WITH THE STATE BOARD OF EQUALIZATION FOR
IMPLEMENTATION OF THE LOCAL PREPAID MOBILE TELEPHONY SERVICES
COLLECTION ACT."
2. Adopt Resolution No. , "A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF PALM SPRINGS, CALIFORNIA, AUTHORIZING THE EXAMINATION OF
PREPAID MOBILE TELEPHONY SERVICES SURCHARGE AND LOCAL CHARGE
RECORDS."
3. Authorize the City Manager and City Attorney to execute all necessary documents.
STAFF ANALYSIS:
The telephone portion of the City's Utility Users Tax (UUT), called a Telephone User
Tax (TUT), has been assessed and collected since 1986. To ensure uniform
compliance amongst all land-line based providers and wireless providers, the City
Council placed Measure G on the November 3, 2009 ballot. Measure G overwhelmingly
passed by a 'yes' vote of 70.19%. Since that time, most telephone service providers
ITEM NO. 17
City Council Staff Report
September 2, 2015—Page 2
Authorize Execution of Documents With the Board of Equalization per AB-1717 on Prepaid Wireless
have been properly collecting and remitting the TUT on both traditional land-line based
services and the ever-growing wireless telephone services business segment.
However, the assessment and collection of the tax on newly emerging prepaid wireless
services has been a challenge, leading to a new compliance inequity.
Traditionally, a city's TUT is collected by wireless service providers who include the
charge on their customers' monthly invoices. In contrast to this arrangement,
customers who purchase prepaid wireless services usually have avoided paying any
TUT due to collection complications. With prepaid wireless, there is no contract, no
monthly invoices, and the prepaid wireless services are usually sold by retailers, not by
service providers themselves. These transactions have avoided payment of local TUT.
Traditional phone plan users are treated disparately and the burden of the TUT is not
equally shared among all telephone users. This is a statewide issue that adversely
affects all local TUT. The State Legislature has addressed the issue through the
implementation of a statewide program.
Assembly Bill 1717 (AB-1717) established the Prepaid Mobile Telephony Services
Surcharge Collection Act and the Local Prepaid Mobile Telephone Services Collection
Act and amended the Emergency Telephone Users Surcharge Act. AB-1717 will take
effect on January 1, 2016, and will address the collection disparity by requiring
California retailers and on-line sellers to collect the local TUT at the same time it collects
sales tax on its other retail products, based on the point of sale (for retail stores in our
City). In order to implement the legal requirements of these Acts, local municipalities
are required to provide information and certifications regarding their local ordinances,
and enter into an agreement with the California State Board of Equalization authorizing
the Board to collect and remit taxes to local jurisdictions.
The first resolution authorizes the City Manager to execute an agreement with the State
Board of Equalization to collect the City's UUT and Emergency Response Fee on
prepaid wireless services. Also attached is the draft agreement between the City and
the Board of Equalization for collection of local taxes by the BOE and for remittance of
said taxes to the City. The costs for these BOE implementation services is unknown,
but our consultants at MuniServices expect it will be around 5 to 6% of the prepaid
wireless TUT that is remitted to the City by the BOE and the wireless carriers.
The second resolution authorizes certain City staff and our City's UUT revenue
consultants to examine the local charge records and surcharges on prepaid mobile
telephone services.
FISCAL IMPACT:
The most important fiscal impact will be the increase in compliance of the TUT amongst
all aspects of the telephone services industry. Whether land-line based services,
wireless services through contract, or prepaid wireless services, all providers, retailers,
and customers will be collecting and remitting the appropriate taxes. The magnitude of
the impact of the implementation of AB-1717 on the City's revenues is unknown, but the
02
City Council Staff Report
September 2, 2015— Page 3
Authorize Execution of Documents With the Board of Equalization per AB-1717 on Prepaid Wireless
first year's increase for the last six months of the fiscal year in the City's Utility User's
Tax is anticipated to exceed $50,000, net of fees by the State Board of Equalization.
Geoffre . Kiehl, Finance Director es Thompson,
hief of S / City Clerk
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David H. Ready, City Mp6idgF Douglas Holland, City Attorney
Attachments:
Resolution Authorizing Execution of Agreement with State Board of Equalization
Draft Agreement with the California State Board of Equalization
Resolution Authorization the Examination of Prepaid Mobile Telephony Records
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RESOLUTION NO.
A RESOLUTION OF THE City of Palm Springs
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AUTHORIZING City Manager TO EXECUTE
AGREEMENT WITH THE STATE BOARD OF EQUALIZATION FOR IMPLEMENTATION
OF THE LOCAL PREPAID MOBILE TELEPHONY SERVICES COLLECTION ACT
WHEREAS, on 9-2-2015 , the City of Palm Springs certified that Ordinance No. 1765 applies its
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local charge(s) (access to 911 or communication services and/or utility user tax) to prepaid mobile
telephony services; and
WHEREAS, the Local Prepaid Mobile Telephony Services Collection Act, mandates the Board of
Equalization(Board) to administer and collect the local charges for all applicable local jurisdictions
(Rev. & Tax Code section 42103); and
WHEREAS, the Board will perform all functions incident to administration and collection of the local
charges for the City of Palm Springs ; and
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WHEREAS, the Board requires that the City of Palm Springs enter into an "Agreement for State
Collection and Administration of Local Charges" prior to implementation of the Local Prepaid Mobile
Telephony Services Collection Act, and
Whereas, the Board requires that the City of Palm Springs authorize the agreement;
NOW, THEREFORE BE IT RESOLVED by the City of Palm springs that the attached "Agreement
for State Collection and Administration of Local Charges" is hereby approved and the
City Manager is hereby authorized to execute the agreement.
Title of A.Nomecl Pmilim
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The foregoing resolution was introduced and adopted at a regular meeting of the City of Palm Springs
held on 9-2-2015 , by the following vote:
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AYES:
NOES:
ABSENT:
DATED:
ATTEST: (s) (s)
(PorvW Neme&T le) (Pvma1 Name&Trtk)
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RESOLUTION NO.
A Resolution Authorizine the Examination of Prepaid Mobile Telephony Services Surcharee and
Local Charee Records
WHEREAS, pursuant to Ordinance No., 1765 of the City of Palm Springs and the Local
Prepaid Mobile Telephony Services Collection Act, the City of Palm Springs , hereinafter called
Local Jurisdiction, entered into a contract with the State Board of Equalization, hereafter referred to as
the Board, to perform all functions incident to the administration and collection of the prepaid mobile
telephony services surcharge and local charges (Rev. & Tax. Code, § 42101.5); and
WHEREAS, the Local Jurisdiction deems it desirable and necessary for authorized representatives of
the Local Jurisdiction to examine confidential prepaid mobile telephony services surcharge and local
charge records pertaining to the prepaid mobile telephony services surcharge and local charges
collected by the Board for the Local Jurisdiction pursuant to that contract;
WHEREAS, the Board will make available to the Local Jurisdiction any information that is reasonably
available to the Board regarding the proper collection and remittance of a local charge of the Local
Jurisdiction by a seller, including a direct seller, subject to the confidentiality requirements of Sections
7284.6, 7284.7 and 19542 of the Revenue and Taxation Code; and
WHEREAS, Sections 42110 and 42103 of the Revenue and Taxation Code sets forth certain
requirements and conditions for the disclosure of Board of Equalization records and establishes
criminal penalties for the unlawful disclosure of information contained in or derived from the prepaid
mobile telephony services surcharge and local charge records of the Board;
NOW, THEREFORE IT IS RESOLVED AND ORDERED AS FOLLOWS:
Section 1. That the City Attorney,Director of Finance or other officer or employee of the Local Jurisdiction
designated in writing by the City Manager to the Board is hereby appointed to represent
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the Local Jurisdiction with authority to examine prepaid mobile telephony services surcharge and local
charge records of the Board pertaining to prepaid mobile telephony services surcharge and local
charges collected for the Local Jurisdiction by the Board pursuant to the contract between the Local
Jurisdiction and the Board. The information obtained by examination of Board records shall be used
only for purposes related to the collection of the Local Jurisdiction's prepaid mobile telephony services
surcharge and local charges by the Board pursuant to the contract.
Section 2. That the City Attorney,Director of Finance or other officer or employee of the Local Jurisdiction
"ifio „
designated in writing by the city Manager to the Board is hereby appointed to represent
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the Local Jurisdiction with authority to examine those prepaid mobile telephony services surcharge and
local charge records of the Board for purposes related to the following governmental functions of the
Local Jurisdiction:
a) compliance&enforcement of the City's UUT&emergency access line tax
b) administration functions set out in the City's utility tax ordinance c
e) Iegal interpretation&enforcement of UUT ordinance including refunds&defense 06
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The information obtained by examination of Board records shall be used only for those governmental
functions of the Local Jurisdiction listed above.
Section 3. That MuniServices,LLC is hereby designated to examine the prepaid
mobile telephony services surcharge and local charges records of the Board of Equalization pertaining
to prepaid mobile telephony services surcharge and local charges collected for the Local Jurisdiction by
the Board. The person or entity designated by this section meets all of the following conditions (Rev.
& Tax. Code, § 42110, subd. (b)(2)):
a) has an existing contract with the Local Jurisdiction that authorizes the person to examine the
prepaid mobile telephony services surcharge and local charge records;
b) is required by that contract with the Local Jurisdiction to disclose information contained in or
derived from, those records only to an officer or employee of the Local Jurisdiction authorized
by the resolution to examine the information;
c) is prohibited by that contract from performing consulting services for a seller during the term of
that contract;
d) is prohibited by that contract from retaining information contained in, or derived from, those
prepaid mobile telephony services surcharge and local charge records, after that contract has
expired.
The contract between the Local Jurisdiction and Munisemees,LLC designated by the Local
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Jurisdiction to request information from the Board shall be subject to the following limitations (Rev. &
Tax. Code, § 42103, subd. (g)):
a) MuniServices,LLC shall, to the same extent as the Board, be subject to Section
55381, relating to unlawful disclosures.
b) the contract between the Local Jurisdiction and MuniServices,LLC shall not provide, in
..
whole or in part, in any manner a contingent fee arrangement as payment for services rendered.
BE IT FURTHER RESOLVED THAT the information obtained by examination of the Board
records shall only be used for purposes related to the collection of the Local Jurisdiction's prepaid
mobile telephony services surcharge and local charges by the Board pursuant to the contract between
the Local Jurisdiction and Board, or for purposes related to other governmental functions of the Local
Jurisdiction, as identified above in section 2.
Introduced, approved and adopted this 2nd day of September , 20 15
(Signature) ate
James Thompson,Chief of Staff/City Clerk
(Printed name&title) (Attest) Vn 7
resolutionmts _2_
Rev.07/15
Local Jurisdiction City of Palm Springs
AGREEMENT FOR STATE COLLECTION AND ADMINISTRATION OF
LOCAL CHARGES
This Agreement is for the purpose of implementing the Local Prepaid Mobile Telephony
Services Collection Act (Part 21.1, commencing with Section 42100) of Division 2 of the
Revenue and Taxation Code), hereinafter referred to as the Local Charge Act. The
City of Palm Springs and the State Board of Equalization, hereinafter called
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the Board, do agree as follows:
ARTICLE I
DEFINITIONS
Unless the context requires otherwise, wherever the following terms appear in this
Agreement they shall be interpreted to mean the following:
A. "Administrative Expenses" means all expenses incurred by the Board in the
administration and collection of the local charges, including preparation and wind down
costs which are reimbursable to the Board from the revenues collected by the Board on
behalf of the local jurisdiction.
B. "Contingent Fee" includes, but is not limited to, a fee that is based on a
percentage of the tax liability reported on a return, a fee that is based on a percentage of
the taxes owed, or a fee that depends on the specific tax result attained.
C. "Direct Seller" means a prepaid Mobile Telephony Service (MTS) provider or
service supplier, as defined in section 41007, that makes a sale of prepaid mobile
telephony services directly to a prepaid consumer for any purpose other than resale in the
regular course of business. A direct seller includes, but is not limited to, a telephone
corporation, a person that provides an interconnected Voice over Internet Protocol (VOIP)
service, and a retailer as described in section 42004(b)(1).
D. "Local Charges" means a utility user tax imposed on the consumption of
prepaid mobile telephony services, as described in section 42102, and charges for access
to communication services or to local "911" emergency telephone systems imposed by a
local jurisdiction, as described in section 42102.5.
E. "Local Jurisdiction" or "local agency" means a city, county, or city and
county, which includes a charter city, county, or city and county of this State, which has
adopted an ordinance imposing a local charge of the kind described in Part 21.1 of
Division 2 of the Revenue and Taxation Code and has entered into a contract with the
Board to perform all functions incident to the collection of the local charges.
F. "Ordinance" means an ordinance of a local jurisdiction imposing a local
charge, including any local enactment relating to the filing of a refund or a claim arising
under the ordinance, attached hereto, as amended from time to time.
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G. "Quarterly local charges" means the total amount of local charges
transmitted by the Board to a local jurisdiction for a calendar quarter, as set forth in
section 42106(a)(1).
H. "Refund" means the amount of local charges deducted by the Board from a
local jurisdiction's quarterly local charges in order to pay that jurisdiction's share of a
local charge refund due to one taxpayer.
I. "Section"—all section references are to the Revenue and Taxation Code.
J. "Seller" means a person that sells prepaid mobile telephony service to a
person in a retail transaction.
ARTICLE II
BOARD ADMINISTRATION AND COLLECTION OF LOCAL CHARGES
A. Administration. The Board and the local jurisdiction agree that the Board
shall perform functions incident to the collection of the local charges from sellers that are
not direct sellers.
B. Collection. The Board shall collect the local charges in the same manner as it
collects the prepaid NITS Surcharge in the Prepaid Mobile Telephony Services Surcharge
Collection Act, subject to specified limitations in the Local Charge Act for which the
local jurisdiction is responsible, as set forth in Article III of this Agreement.
C. Audits. The Board's audit duties shall be limited to verification that the seller
that is not a direct seller complied with the Local Charge Act.
D. Other applicable laws. The Board and the local jurisdiction agree that all
provisions of law applicable to the administration and operation of the Local Charge Act,
Prepaid Mobile Telephony Services Surcharge Collection Act, and the Fee Collection
Procedures Law (FCPL) shall be applicable to the collection of local charges. References
in the FCPL to feepayer include a person required to pay the local charge, including the
seller. All future amendments to applicable laws are automatically incorporated into this
Agreement.
E. Deposit of Local Charges. All local charges collected by the Board shall be
deposited in the Local Charges for Prepaid Mobile Telephony Services Fund in the State
Treasury to be held in trust for the local taxing jurisdiction. Local charges shall consist
of all taxes, charges, interest, penalties, and other amounts collected and paid to the
Board, less payments for refunds and reimbursement to the Board for expenses incurred
in the administration and collection of the local charges, including preparation and wind-
down costs.
F. Allocation of Expenses. The Board shall allocate the total combined annual
expenses incurred for administration and collection pursuant to the Prepaid Mobile
Telephony Services Surcharge Collection Act and the Local Charge Act on a pro rata
basis according to revenues collected for: (1) the emergency telephone users surcharge
portion of the prepaid NITS surcharge, (2)the Public Utilities Commission surcharges
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portion of the prepaid NITS surcharge, and (3) local charges. The Board shall charge a
local jurisdiction its pro rata share of the Board's cost of collection and administration.
G. Transmittal of money. All local charges collected by the Board shall be
transmitted to the local jurisdiction once in each calendar quarter. Transmittals may be
made by mail or by deposit to the account of the local jurisdiction in a bank designated
by that jurisdiction. The Board shall furnish a statement quarterly indicating the amounts
paid and withheld for expenses of the Board.
H. Rules. The Board shall prescribe and adopt such rules and regulations as in its
judgment are necessary or desirable for the administration and collection of local charges
and the distribution of the local charges collected.
I. Security. The Board agrees that any security which it hereafter requires to be
furnished under the FCPL section 55022 will be upon such terms that it also will be
available for the payment of the claims of the local jurisdiction for local taxes owing to it
as its interest appears. The Board shall not be required to change the terms of any security
now held by it, and the local jurisdiction shall not participate in any security now held by
the Board.
J. Records of the Board.
1. Information obtained by the local jurisdiction from the examination of the
Board's records shall be used by the local jurisdiction only for purposes related to the
collection of the prepaid mobile telephony services surcharge and local charges by the
Board pursuant to this Agreement.
2. When requested by resolution of the legislative body of a local jurisdiction, the
Board shall permit any duly authorized officer or employee or other person designated by
that resolution to examine any information for its own jurisdiction that is reasonably
available to the Board regarding the proper collection and remittance of a local charge of
the local jurisdiction by a seller, including a direct seller, subject to the confidentiality
requirements of sections 7284.6, 7284.7 and 19542. (sections 42110(b), 42103(e).).
3. The resolution of the local jurisdiction shall certify that any person designated
by the resolution, other than an officer and an employee, meets all of the following
conditions:
a. Has an existing contract with the local jurisdiction that authorizes the person
to examine the prepaid MTS surcharge and local charge records.
b. Is required by that contract with the local jurisdiction to disclose information
contained in or derived from, those records only to an officer or employee of
the local jurisdiction authorized by the resolution to examine the information.
c. Is prohibited by that contract from performing consulting services for a seller
during the term of that contract.
d. Is prohibited by that contract from retaining information contained in, or
derived from, those prepaid NITS surcharge and local charge records, after
that contract has expired. 10
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4. Any third party contract between the local jurisdiction and an entity or person
authorized by the local jurisdiction to request information from the Board shall be subject
to the following limitations:
a. Any third party shall, to the same extent as the Board, be subject to Section
55381, relating to unlawful disclosures.
b. A third party contract shall not provide, in whole or in part, in any manner a
contingent fee arrangement as payment for services rendered.
5. Information obtained by examination of Board records shall be used only for
purposes related to the collection of the prepaid NITS surcharge and local charges by the
board pursuant to the contract, or for purposes related to other governmental functions of
the local jurisdiction set forth in the resolution.
6. If the Board believes that any information obtained from the Board's records
related to the collection of the prepaid NITS surcharge and local charges has been
disclosed to any person not authorized or designated by the resolution of the local
jurisdiction, or has been used for purposes not permitted by section 42110(b), the board
may impose conditions on access to its local charge records that the board considers
reasonable, in order to protect the confidentiality of those records. (section 42110 (c).)
7. The costs incurred by the Board in complying with a request for information
shall be deducted by the Board from those revenues collected by the Board on behalf of
the local jurisdiction making the request, as authorized by section 42110(b)(1).
ARTICLE III
LOCAL JURISDICTION
ADMINISTRATION AND RESPONSIBILITIES
A. The local jurisdictions shall be solely responsible for all of the following:
1. Defending any claim regarding the validity of the ordinance in its application
to prepaid mobile telephony service. The claim shall be processed in accordance with the
provisions of the local ordinance that allows the claim to be filed.
2. Interpreting any provision of the ordinance, except to the extent specifically
superseded by section 42105 of the Local Charge Act. The claim shall be processed in
accordance with the provisions of the local enactment that allows the claim to be filed.
3. Responding to specified consumer claims for refund involving: (1) rebutting
the presumed location of the retail transaction; (2) a consumer claim of exemption from
the local charge under the ordinance; or (3) any action or claim challenging the validity
of a local tax ordinance, in whole or part. The claim shall be processed in accordance
with the provisions of the local enactment that allows the claim to be filed.
4. Refunding the taxes in the event a local jurisdiction or local government is
ordered to refund the tax under the local ordinance.
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5. Reallocating local charges as a result of correcting errors relating to the
location of the point of sale of a seller or the known address of a consumer, for up to two
past quarters from the date of knowledge.
6. Collecting local charges on prepaid mobile telephony service and access to
communication services or access to local 911 emergency telephone systems imposed on
direct sellers.
7. Enforcement, including audits, of the collection and remittance of local
charges by direct sellers pursuant to the ordinance.
8. The local jurisdiction shall be the sole necessary party defendant on whose
behalf the local charge is collected in any action seeking to enjoin collection of a local
charge by a seller, in any action seeking declaratory relief concerning a local charge, in
any action seeking a refund of a local charge, or in any action seeking to otherwise
invalidate a local charge. There shall be no recovery from the State for the imposition of
any unconstitutional or otherwise invalid local charge that is collected under the Local
Act.
9. Entering into an agreement with the Board to perform the functions incident to
the collection of the local charges imposed on sellers that are not direct sellers.
10. Submitting an executed Certification to the Board, certifying that:
(a) the local jurisdiction's ordinance applies the local charge to prepaid mobile
telephony services;
(b) the amount of the rate charged for access to local 911 emergency telephone
systems or access to communications services complies with the requirements of section
42102.5; and/or applies the tiered rate for the utility user tax, as identified in section
42102.
(c) The local jurisdiction shall further certify that it agrees to indemnify and to
hold harmless the Board, its officers, agents, and employees for any and all liability for
damages that may result from the Board's collection pursuant to this Agreement.
11. Submitting signed documents to the Board to include agreement(s),
certification, copy of ordinance(s), and resolution(s).
12. Providing payment to the Board of the local jurisdiction's pro rata share of the
Board's cost of collection and administration as established pursuant to subdivision (e) of
section 42020.
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ARTICLE IV
LOCAL CHARGES
A. Local Charges — Timeliness — This part shall remain in effect until
proposed California Code of Regulations, title 18, section 2460 is adopted by the
Board and approved by the Office of Administrative Law.
1. Ordinances in effect as of September 1, 2015.
On or after January 1, 2016, a local charge imposed by a local jurisdiction on prepaid
mobile telephony services shall be collected from the prepaid consumer by a seller at the
same time and in the same manner as the prepaid NITS surcharge is collected under Part
21 (commencing with section 42001) provided that, on or before September 1, 2015, the
local jurisdiction enters into a contract with the Board pursuant to section 42101.5.
Thereafter, all subsequently enacted local charges, increases to local charges, or other
changes thereto, shall become operative pursuant to paragraphs (2), (3), and(4).
2. New charges. When a local jurisdiction adopts a new local charge after
September 1, 2015, the local jurisdiction shall enter into a contract with the Board,
pursuant to section 42101.5, on or before December 1", with collection of the local
charge to commence April 151 of the next calendar year.
3. Increases in local charges. When a local jurisdiction increases an existing
local charge after September 1, 2015, the local jurisdiction shall provide the Board
written notice of the increase, on or before December I", with collection of the local
charge to commence April I"of the next calendar year.
4. Inaccurate rate posted on the Board's website. When a local jurisdiction
notifies the Board in writing that the rate posted on the Board's Internet Web site (posted
rate) for a local charge imposed by that local jurisdiction is inaccurate, including
scenarios where the local charge was reduced or eliminated, the recalculated rate
applicable to the local jurisdiction shall become operative on the first day of the calendar
quarter commencing more than 60 days from the date the Board receives the local
jurisdiction's written notification that the posted rate is inaccurate.
A. Local Charges — Timeliness — This part shall take effect and supersede
the above "Local Charges — Timeliness section when California Code of
Regulations, title 18, section 2460 is adopted by the Board and approved by the
Office of Administrative Law.
1. Ordinances in effect as of September 1, 2015. On or after January 1, 2016,
a local charge imposed by a local jurisdiction on prepaid mobile telephony services shall
be collected from the prepaid consumer by a seller at the same time and in the same
manner as the prepaid MTS surcharge is collected under Part 21 (commencing with
section 42001) provided that, on or before September 1, 2015, the local jurisdiction enters
into a contract with the Board pursuant to section 42101.5.
In the event a local jurisdiction does not enter into a contract with the Board by
September 1, 2015, the local jurisdiction may enter into a contract with the Board,
pursuant to section 42101.5, on or before December 1", with collection of the local
charge to commence April I" of the next calendar year. Thereafter, all subsequently
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enacted local charges, increases to local charges, or other changes thereto, shall become
operative pursuant to paragraphs (2), (3), (4) and (5) of this subdivision.
2. New charges. When a local jurisdiction adopts a new local charge after
September 1, 2015, the local jurisdiction shall enter into a contract with the Board,
pursuant to section 42101.5, on or before December 1s`, with collection of the local
charge to commence April 1" of the next calendar year.
3. Increases in local charges. When a local jurisdiction increases an existing
local charge after September 1, 2015, the local jurisdiction shall provide the Board
written notice of the increase, on or before December I", with collection of the local
charge to commence April 1"of the next calendar year.
4. Advance written notification. When a local charge is about to expire or
decrease in rate, the local jurisdiction imposing the local charge shall notify the Board in
writing of the upcoming change, not less than 110 days prior to the date the local charge
is scheduled to expire or decrease. The change shall become operative on the first day of
the calendar quarter commencing after the specified date of expiration or decrease in rate.
If advance written notice is provided less than 110 days prior to the specified date
of expiration or decrease in rate, the change shall become operative on the first day of the
calendar quarter commencing more than 60 days after the specified date of expiration or
decrease.
5. Inaccurate Rate Posted on the Board's Web site. When a local jurisdiction
notifies the Board in writing that the rate posted on the Board's Internet Web site (posted
rate) for a local charge imposed by that local jurisdiction is inaccurate, including
scenarios where the local charge was reduced or eliminated and the local jurisdiction
failed to provide advance written notice pursuant to paragraph 4 of this subdivision, the
recalculated rate applicable to the local jurisdiction shall become operative on the first
day of the calendar quarter commencing more than 60 days from the date the Board
receives the local jurisdiction's written notification that the posted rate is inaccurate. The
local jurisdiction shall promptly notify the Board in writing of any such discrepancies
with the posted rate that are known or discovered by the local jurisdiction.
ARTICLE V
COMPENSATION
The local jurisdiction agrees to pay the Board its pro rata share of the Board's cost of
collection and administration of the local charges, as established pursuant to section
42020, subdivision (e). Such amounts shall be deducted from the local charges collected
by the Board for the local jurisdiction.
ARTICLE VI
MISCELLANEOUS PROVISIONS
A. Communications. Communications and notices may be sent by first-class
United States Mail. A notification is complete when deposited in the mail.
Communications and notices to be sent to the Board shall be addressed to: 14
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State Board of Equalization
P.O. Box 942879 MIC: 27
Sacramento, California 94279-0001
Attention: Supervisor,
Local Revenue Allocation Unit
Communications and notices to be sent to the local jurisdiction shall be addressed to:
Geoffrey S. Kiehl
Director of Finance and Treasurer
City of Palm Springs
3200 E. Tahquitz Canyon Way
Palm Springs, CA 92263
B. Term. The date of this Agreement is the date on which it is approved by the
Department of General Services. The Agreement shall take effect on the first day of the
calendar quarter next succeeding the date of such approval, but in no case before the
operative date of the local jurisdiction's ordinance, nor on a day other than the first day of
a calendar quarter. This Agreement shall be renewed automatically from year to year
until January 1, 2020, when the Local Charge Act is repealed, unless a statute enacted
prior to that date extends that date. In such event, this Agreement will continue to renew
automatically from year to year to the date authorized by statute.
STATE BOARD OF EQUALIZATION
By
Administrator,
Return Analysis and Allocation Section
LOCAL
JURISDICTION
By
(Signature on this line)
(Type name here)
(Type title here)
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