HB 419 - Excise tax; hotels/motels; expenditure requirements

Georgia House of Representatives - 1995/1996 Sessions

HB 419 - Excise tax; hotels/motels; expenditure requirements

Page Numbers - 1/ 2/ 3/ 4/ 5/ 6/ 7/ 8/ 9
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1. Smith  174th           2. Watson  139th           3. Williams  63rd

House Comm: Ind / W&M Senate Comm: EDTCA / House Vote: Yeas 173 Nays 0 Senate Vote: Yeas 50 Nays 0 ---------------------------------------- House Action Senate ---------------------------------------- 1/26/95 Read 1st Time 3/7/95 1/27/95 Read 2nd Time 3/10/95 3/1/95 Favorably Reported 3/9/95 Sub Committee Amend/Sub 1/31/95 Recommitted 3/7/95 Read 3rd Time 3/14/95 3/7/95 Passed/Adopted 3/14/95 CS Comm/Floor Amend/Sub FA 3/15* Amend/Sub Agreed To 3/17* 4/5/95 Sent to Governor 4/14/95 Signed by Governor 324 Act/Veto Number 4/14/95 Effective Date ---------------------------------------- Withdrawn and Recommitted Immediately Transmitted to the Senate House Agrees to Senate Amendment as Amended by House Senate Agrees to House Amendment to Senate Amendment Code Sections amended: 48-13-51
HB 419 HB 419/AP H. B. No. 419 (AS PASSED HOUSE AND SENATE) By: Representatives Smith of the 174th, Watson of the 139th and Williams of the 63rd A BILL TO BE ENTITLED AN ACT 1- 1 To amend Article 3 of Chapter 13 of Title 48 of the Official 1- 2 Code of Georgia Annotated, relating to county and municipal 1- 3 excise tax levies on charges to the public for rooms, 1- 4 lodgings, and accommodations, so as to provide additional 1- 5 authorization with certain conditions for certain counties 1- 6 and municipalities to levy such tax; to provide for 1- 7 requirements and limitations with respect thereto; to change 1- 8 certain provisions relating to the authorized purposes for 1- 9 which certain of such funds may be expended; to change 1-10 certain provisions relating to entities with whom certain 1-11 contracts for the expenditure of such funds may be entered 1-12 into; to change certain definitions; to provide for related 1-13 matters; to provide an effective date; to repeal conflicting 1-14 laws; and for other purposes. 1-15 BE IT ENACTED BY THE GENERAL ASSEMBLY OF GEORGIA: SECTION 1. 1-16 Article 3 of Chapter 13 of Title 48 of the Official Code of 1-17 Georgia Annotated, relating to county and municipal excise 1-18 tax levies on charges to the public for rooms, lodgings, and 1-19 accommodations, is amended by striking paragraphs (1) and 1-20 (2) of subsection (a) of Code Section 48-13-51, relating to 1-21 the levy and collection of certain excise taxes, and 1-22 inserting in their places new paragraphs (1) and (2) to read 1-23 as follows: 1-24 "(a)(1) The governing authority of each municipality in 1-25 this state may levy and collect an excise tax upon the 1-26 furnishing for value to the public of any room or rooms, 1-27 lodgings, or accommodations furnished by any person or 1-28 legal entity licensed by, or required to pay business or 1-29 occupation taxes to, the municipality for operating a 1-30 hotel, motel, inn, lodge, tourist camp, tourist cabin, 1-31 or any other place in which rooms, lodgings, or 1-32 accommodations are regularly furnished for value. 1-33 Within the territorial limits of the special district 1-34 located within the county, each county in this state may H. B. No. 419 -1- (Index) HB 419/AP 2- 1 levy and collect an excise tax upon the furnishing for 2- 2 value to the public of any room or rooms, lodgings, or 2- 3 accommodations furnished by any person or legal entity 2- 4 licensed by, or required to pay business or occupation 2- 5 taxes to, the county for operating within the special 2- 6 district a hotel, motel, inn, lodge, tourist camp, 2- 7 tourist cabin, or any other place in which rooms, 2- 8 lodgings, or accommodations are regularly furnished for 2- 9 value. No tax shall be levied as provided in this Code 2-10 section upon the fees or charges for any rooms, 2-11 lodgings, or accommodations furnished for a period of 2-12 more than ten consecutive days or for use as meeting 2-13 rooms. No tax shall be levied as provided in this Code 2-14 section upon the fees or charges for any rooms, 2-15 lodgings, or accommodations furnished for a period of 2-16 one or more days for use by Georgia state or local 2-17 government officials or employees when traveling on 2-18 official business. Except as provided in paragraphs 2-19 (3), (3.1), (3.2), (3.3), (3.4), (4), (4.1), (5), and 2-20 (5.1) of this subsection, no tax levied pursuant to this 2-21 Code section shall be levied or collected at a rate 2-22 exceeding 3 percent of the charge to the public for the 2-23 furnishings. 2-24 (2) A county or municipality levying a tax as provided 2-25 in paragraph (1) of this subsection shall in each fiscal 2-26 year beginning on or after July 1, 1987, expend for the 2-27 purpose of promoting tourism, conventions, and trade 2-28 shows a percentage of the total taxes collected under 2-29 this Code section which is not less than the percentage 2-30 of such tax collections expended for such purposes 2-31 during the immediately preceding fiscal year. In 2-32 addition, if during such immediately preceding fiscal 2-33 year any portion of such tax receipts was expended for 2-34 such purposes through a grant to or a contract or 2-35 contracts with the state, a department of state 2-36 government, a state authority, or a private sector 2-37 nonprofit organization, then in each fiscal year 2-38 beginning on or after July 1, 1987, at least the same 2-39 percentage shall be expended through a contract or 2-40 contracts with one or more such entities for the purpose 2-41 of promoting tourism, conventions, and trade shows. The 2-42 expenditure requirements of this paragraph shall cease 2-43 to apply to a county or municipality which levies a tax 2-44 at a rate in excess of 3 percent, as authorized under 2-45 paragraphs (3), (3.1), (3.2), (3.3), (3.4), (4), (4.1), H. B. No. 419 -2- (Index) HB 419/AP 3- 1 (5), and (5.1) of this subsection; and in such case the 3- 2 expenditure requirements of such paragraph of this 3- 3 subsection pursuant to which such tax is levied shall 3- 4 apply instead." SECTION 2. 3- 5 Said article is further amended by adding new paragraphs 3- 6 immediately following paragraph (3.1) of subsection (a) of 3- 7 Code Section 48-13-51, relating to the levy and collection 3- 8 of certain excise taxes, to be designated paragraphs (3.2), 3- 9 (3.3) and (3.4), to read as follows: 3-10 "(3.2) Notwithstanding the provisions of paragraph (1) 3-11 of this subsection, a county (within the territorial 3-12 limits of the special district located within the 3-13 county) and the municipalities within a county in which 3-14 a trade and convention center facility is substantially 3-15 funded by a special county 1 percent sales and use tax 3-16 authorized by Article 3 of Chapter 8 of this title, as 3-17 amended, which tax was levied prior to January 1, 1994, 3-18 and is substantially funded by a state grant or grants 3-19 authorized on or before January 1, 1996, may levy a tax 3-20 under this Code section at a rate of 6 percent. A 3-21 county or municipality levying a tax pursuant to this 3-22 paragraph shall expend (in each fiscal year during which 3-23 the tax is collected under this paragraph (3.2)) an 3-24 amount equal to 33 1/3 percent of the total taxes 3-25 collected at the rate of 6 percent for the purpose of 3-26 promoting tourism, conventions, and trade shows under a 3-27 contract with a private sector nonprofit organization as 3-28 defined in subparagraph (A) of paragraph (8) of this 3-29 subsection. In addition to the amounts required to be 3-30 expended above, a county or municipality levying a tax 3-31 pursuant to this paragraph shall further expend (in each 3-32 fiscal year during which the tax is collected under this 3-33 paragraph (3.2)) an amount equal to 16 2/3 percent of 3-34 the total taxes collected at the rate of 6 percent for 3-35 the purpose of either marketing or operating trade and 3-36 convention facilities. Marketing and operating 3-37 expenditures may include a preopening marketing program 3-38 for such a facility and an escrow account accrued prior 3-39 to opening such facility to cover operating expenses to 3-40 be incurred after the opening of such a facility. In 3-41 the event such facility is not constructed, collected 3-42 funds may be used for any lawful purpose relating to H. B. No. 419 -3- (Index) HB 419/AP 4- 1 tourism by the county or municipality levying a tax 4- 2 pursuant to this paragraph. 4- 3 (3.3) Notwithstanding the provisions of paragraph (1) of 4- 4 this subsection, a county (within the territorial limits 4- 5 of the special district located within the county) and 4- 6 the municipalities within a county in which a trade and 4- 7 convention center facility is substantially funded by a 4- 8 special county 1 percent sales and use tax authorized by 4- 9 Article 3 of Chapter 8 of this title, as amended, which 4-10 tax was levied prior to January 1, 1994, and which 4-11 facility was completed and in operation prior to 4-12 December 31, 1994, and which county and municipalities 4-13 have not previously levied a 6 percent tax under 4-14 paragraph (4) of this subsection, may levy a tax under 4-15 this Code section at a rate of 6 percent. A county or 4-16 municipality levying a tax pursuant to this paragraph 4-17 shall expend for the purpose of promoting tourism, 4-18 conventions, and trade shows in each fiscal year during 4-19 which the tax is collected under this paragraph (3.3) an 4-20 amount which is equal to (A) an amount which is not less 4-21 than the amount which would have been spent if the tax 4-22 rate had not been increased to 6 percent and if the same 4-23 percentage of tax collections expended for such purposes 4-24 during the immediately preceding fiscal year were 4-25 expended for such purposes during the current fiscal 4-26 year plus (B) an amount equal to 16 2/3 percent of the 4-27 total taxes collected at the rate of 6 percent. 4-28 (3.4) Notwithstanding the provisions of paragraph (1) of 4-29 this subsection, a county (within the territorial limits 4-30 of the special district located within the county) and 4-31 municipalities within a county in which community 4-32 auditorium or theater facilities owned and operated by 4-33 the municipality have been renovated which renovations 4-34 are completed substantially on or before July 1, 1995, 4-35 and which county and municipalities have not previously 4-36 levied a 6 percent tax under paragraph (4) of this 4-37 subsection may levy a tax under this Code section at a 4-38 rate of 6 percent. A county or municipality levying a 4-39 tax pursuant to this paragraph shall expend (in each 4-40 fiscal year during which the tax is collected under this 4-41 paragraph (3.4)) an amount equal to 33 1/3 percent of 4-42 the total taxes collected under this subparagraph for 4-43 the purpose of promoting tourism, conventions, and trade 4-44 shows under a contract with a private sector nonprofit 4-45 organization defined in subparagraph (A) of paragraph H. B. No. 419 -4- (Index) HB 419/AP 5- 1 (8) of this subsection. In addition to the amounts 5- 2 required to be expended above, a county or municipality 5- 3 levying a tax pursuant to this paragraph shall further 5- 4 expend (in each fiscal year during which the tax is 5- 5 collected under this paragraph (3.4)) an amount equal to 5- 6 16 2/3 percent of the total taxes collected at the rate 5- 7 of 6 percent for the purpose of either marketing or 5- 8 operating community auditorium or theater facilities or 5- 9 community convention or trade center of which the 5-10 theater or auditorium is a part. Marketing and 5-11 operating expenditures may include a preopening 5-12 marketing program for such facilities and an escrow 5-13 account accrued prior to opening such facilities to 5-14 cover operating expenses to be incurred after the 5-15 opening of such facilities." SECTION 2A. 5-16 Said article is further amended by striking paragraph (5.1) 5-17 of subsection (a) of Code Section 48-13-51, relating to 5-18 county and municipal excise tax levies on charges to the 5-19 public for rooms, lodgings, and accommodations, and 5-20 inserting in its place a new paragraph (5.1) to read as 5-21 follows: 5-22 "(5.1) Notwithstanding any other provision of this 5-23 subsection, a county (within the the territorial limits 5-24 of the special district located within the county) and 5-25 the municipalities within a county in which a coliseum 5-26 and exhibit hall authority has been created by local Act 5-27 of the General Assembly for a county and one or more 5-28 municipalities therein, and which local coliseum and 5-29 exhibit hall authority is in existence on or before 5-30 January 1, 1991, and which local coliseum and exhibit 5-31 hall authority has not constructed or operated any 5-32 facility before January 1, 1991, may levy a tax under 5-33 this Code section at a rate of 8 percent. A county or 5-34 municipality levying a tax pursuant to this paragraph 5-35 shall expend (in each fiscal year during which the tax 5-36 is collected under this paragraph (5.1)) an amount equal 5-37 to at least 62 1/2 percent of the total taxes collected 5-38 at the rate of 8 percent for the purpose of: (A) 5-39 promoting tourism, conventions, and trade shows; (B) 5-40 funding, supporting, acquiring, constructing, 5-41 renovating, improving, and equipping buildings, 5-42 structures, and facilities, including, but not limited 5-43 to, a coliseum, exhibit hall, conference center, H. B. No. 419 -5- (Index) HB 419/AP 6- 1 performing arts center, or any combination thereof, for 6- 2 convention, trade show, athletic, musical, theatrical, 6- 3 cultural, civic, and performing arts purposes and other 6- 4 events and activities for similar and related purposes, 6- 5 acquiring the necessary property therefor, both real and 6- 6 personal, and funding all expenses incident thereto, and 6- 7 supporting, maintaining, and promoting such facilities 6- 8 owned, operated, or leased by or to the local coliseum 6- 9 and exhibit hall authority or a downtown development 6-10 authority; or (C) for some combination of such purposes; 6-11 provided, however, that at least 50 percent of the total 6-12 taxes collected at the rate of 8 percent shall be 6-13 expended for the purposes specified in subparagraph (B) 6-14 of this paragraph (5.1). Amounts so expended shall be 6-15 expended only through a contract or contracts with the 6-16 state, a department of state government, a state 6-17 authority, a convention and visitors bureau authority 6-18 created by local Act of the General Assembly for a 6-19 municipality, a local coliseum and exhibit hall 6-20 authority, a downtown development authority, or a 6-21 private sector nonprofit organization or through a 6-22 contract or contracts with some combination of such 6-23 entities, notwithstanding any provision of paragraph (8) 6-24 of this subsection to the contrary. The aggregate 6-25 amount of all excise taxes imposed under this paragraph 6-26 (5.1) and all sales and use taxes, and other taxes 6-27 imposed by a county or municipality, or both, shall not 6-28 exceed 13 percent. Any tax levied pursuant to this 6-29 paragraph (5.1) shall terminate not later than December 6-30 31, 2028, provided that during any period during which 6-31 there remains outstanding any obligation issued to fund 6-32 a facility as contemplated by this paragraph (5.1), 6-33 secured in whole or in part by a pledge of a tax 6-34 authorized under this Code section, the powers of the 6-35 counties and municipalities to impose and distribute the 6-36 tax imposed by this paragraph (5.1) shall not be 6-37 diminished or impaired by the state and no county or 6-38 municipality levying the tax imposed by this paragraph 6-39 (5.1) shall cease to levy the tax in any manner that 6-40 will impair the interests and rights of the holder of 6-41 any such obligation. This proviso shall be for the 6-42 benefit of the holder of any such obligation and, upon 6-43 the issuance of any such obligation by a local coliseum 6-44 and exhibit hall authority or a downtown development 6-45 authority, shall constitute a contract with the holder 6-46 of such obligation. Notwithstanding any other provision H. B. No. 419 -6- (Index) HB 419/AP 7- 1 of this Code section to the contrary, as used in this 7- 2 paragraph (5.1), the term: 'fund' or 'funding' shall 7- 3 include the cost and expense of all things deemed 7- 4 necessary by a local coliseum and exhibit hall authority 7- 5 or a downtown development authority for the construction 7- 6 and operation of a facility or facilities including but 7- 7 not limited to the study, operation, marketing, 7- 8 acquisition, construction, financing, including the 7- 9 payment of principal and interest on any obligation of 7-10 the local coliseum and exhibit hall authority or the 7-11 downtown development authority and any obligation of the 7-12 local coliseum and exhibit hall authority or the 7-13 downtown development authority to refund any prior 7-14 obligation of the local coliseum and exhibit hall 7-15 authority or the downtown development authority, 7-16 development, extension, enlargement, or improvement of 7-17 land, waters, property, streets, highways, buildings, 7-18 structures, equipment, or facilities and the repayment 7-19 of any obligation incurred by an authority in connection 7-20 therewith; 'obligation' shall include bonds, notes, or 7-21 any instrument creating an obligation to pay or reserve 7-22 moneys and having an initial term of not more than 37 7-23 years; and 'facility' or 'facilities' shall mean any of 7-24 the buildings, structures, and facilities described in 7-25 subparagraph (B) of this paragraph (5.1) and any 7-26 associated parking areas or improvements originally 7-27 owned or operated incident to the ownership or operation 7-28 of such facility used for any purpose or purposes 7-29 specified in subparagraph (B) of this paragraph (5.1) by 7-30 a local coliseum and exhibit hall authority or a 7-31 downtown development authority; and 'downtown 7-32 development authority' shall mean a downtown development 7-33 authority created by local Act of the General Assembly 7-34 for a municipality pursuant to a local constitutional 7-35 amendment." SECTION 3. 7-36 Said article is further amended by striking paragraph (6) of 7-37 subsection (a) of Code Section 48-13-51, relating to the 7-38 levy and collection of certain excise taxes, and inserting 7-39 in its place a new paragraph (6) to read as follows: 7-40 "(6) At no time shall a county or municipality levy a 7-41 tax under more than one paragraph of this subsection. 7-42 Following the termination of a tax under paragraph 7-43 (3.1), (3.2), (3.3), (3.4), (4.1), (5), or (5.1) of this H. B. No. 419 -7- (Index) HB 419/AP 8- 1 subsection, any county or municipality which has levied 8- 2 a tax pursuant to paragraph (3.1), (3.2), (3.3), (3.4), 8- 3 (4.1), (5), or (5.1) of this subsection shall be 8- 4 authorized to levy a tax in the manner and at the rate 8- 5 authorized by either paragraph (1), paragraph (3), or 8- 6 paragraph (4) of this subsection but shall not 8- 7 thereafter be authorized to again levy a tax under 8- 8 paragraph (3.1), (3.2), (3.3), (3.4), (4.1), (5), or 8- 9 (5.1) of this subsection." SECTION 4. 8-10 Said article is further amended by striking paragraphs (9) 8-11 and (10) of subsection (a) of Code Section 48-13-51, 8-12 relating to the levy and collection of certain excise taxes, 8-13 and inserting in their places new paragraphs (9) and (10) to 8-14 read as follows: 8-15 "(9)(A) A county or municipality imposing a tax under 8-16 paragraph (1), (2), (3), (3.1), (3.2), (3.3), (3.4), 8-17 (4), (4.1), (5), or (5.1) of this subsection shall 8-18 prior to the imposition of the tax (if the tax is 8-19 imposed on or after July 1, 1990) and prior to each 8-20 fiscal year thereafter in which the tax is imposed 8-21 adopt a budget plan specifying how the expenditure 8-22 requirements of this Code section will be met. Prior 8-23 to the adoption of such budget plan, the county or 8-24 municipality shall obtain from the authorized entity 8-25 with which it proposes to contract to meet the 8-26 expenditure requirements of this Code section a budget 8-27 for expenditures to be made by such organization; and 8-28 such budget shall be made a part of the county or 8-29 municipal budget plan. 8-30 (B) The determination as to whether a county or 8-31 municipality has complied with the expenditure 8-32 requirements of paragraph (2), (3), (3.1), (3.2), 8-33 (3.3), (3.4), (4), (4.1), (5), or (5.1) of this 8-34 subsection shall be made for each fiscal year 8-35 beginning on or after July 1, 1987, as of the end of 8-36 each fiscal year, shall be prominently reflected in 8-37 the audit required under Code Section 36-81-7, and 8-38 shall be determined by: (i) calculating the amount of 8-39 funds expended or contractually committed for 8-40 expenditure as provided in paragraph (2), (3), (3.1), 8-41 (3.2), (3.3), (3.4), (4), (4.1), (5), or (5.1) of this 8-42 subsection, whichever is applicable, during the fiscal 8-43 year; and (ii) expressing such amount as a percentage H. B. No. 419 -8- (Index) HB 419/AP 9- 1 of tax receipts under this Code section during such 9- 2 fiscal year. A county or municipality contractually 9- 3 expending funds to meet the expenditure requirements 9- 4 of paragraph (2), (3), (3.1), (3.2), (3.3), (3.4), 9- 5 (4), (4.1), (5), or (5.1) of this subsection shall 9- 6 require the contracting party to provide audit 9- 7 verification that the contracting party makes use of 9- 8 such funds in conformity with the requirements of this 9- 9 subsection. 9-10 (10) Nothing in this article shall be construed to limit 9-11 the power of a county or municipality to expend more 9-12 than the required amounts, or all, of the total taxes 9-13 collected under this Code section for the purposes 9-14 described in paragraph (2), (3), (3.1), (3.2), (3.3), 9-15 (3.4), (4), (4.1), (5), or (5.1) of this subsection." SECTION 5. 9-16 This Act shall become effective upon its approval by the 9-17 Governor or upon its becoming law without such approval. SECTION 6. 9-18 All laws and parts of laws in conflict with this Act are 9-19 repealed. H. B. No. 419 -9- (Index)

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