Representative Brian M. Greene proposes the following substitute bill:


1     
LOCAL OPTION SALES AND USE TAX AMENDMENTS

2     
2016 GENERAL SESSION

3     
STATE OF UTAH

4     
Chief Sponsor: Brian M. Greene

5     
Senate Sponsor: ____________

6     

7     LONG TITLE
8     General Description:
9           This bill enacts a local option sales and use tax for highways and public transit.
10     Highlighted Provisions:
11          This bill:
12          ▸      authorizes a county to impose a local option sales and use tax for highways and
13     public transit;
14          ▸     addresses the use of revenue collected from the local option sales and use tax for
15     highways and public transit;
16          ▸     requires a political subdivision that receives certain sales and use tax revenue to
17     submit certain information in audits, reviews, compilations, or fiscal reports; and
18          ▸     makes technical corrections.
19     Money Appropriated in this Bill:
20          None
21     Other Special Clauses:
22          None
23     Utah Code Sections Affected:
24     AMENDS:
25          51-2a-202, as last amended by Laws of Utah 2015, Chapter 275

26          59-12-2203, as last amended by Laws of Utah 2015, Chapter 275
27          59-12-2218, as last amended by Laws of Utah 2014, Chapter 271
28     ENACTS:
29          59-12-2220, Utah Code Annotated 1953
30     

31     Be it enacted by the Legislature of the state of Utah:
32          Section 1. Section 51-2a-202 is amended to read:
33          51-2a-202. Reporting requirements.
34          (1) The governing board of each entity required to have an audit, review, compilation,
35     or fiscal report shall ensure that the audit, review, compilation, or fiscal report is:
36          (a) made at least annually; and
37          (b) filed with the state auditor within six months of the close of the fiscal year of the
38     entity.
39          (2) If the political subdivision, interlocal organization, or other local entity receives
40     federal funding, the audit, review, or compilation shall be performed in accordance with both
41     federal and state auditing requirements.
42          (3) If a political subdivision receives revenue from a sales and use tax imposed under
43     Section 59-12-2219 or 59-12-2220 , the political subdivision shall identify the amount of
44     revenue the political subdivision budgets for transportation and verify compliance with
45     Subsection 59-12-2219(10) or 59-12-2220(7) in the audit, review, compilation, or fiscal report.
46          Section 2. Section 59-12-2203 is amended to read:
47          59-12-2203. Authority to impose a sales and use tax under this part.
48          (1) As provided in this Subsection (1), one of the following sales and use taxes may be
49     imposed within the boundaries of a local taxing jurisdiction:
50          (a) a county, city, or town may impose the sales and use tax authorized by Section
51     59-12-2213 in accordance with Section 59-12-2213; or
52          (b) a city or town may impose the sales and use tax authorized by Section 59-12-2215
53     in accordance with Section 59-12-2215.
54          (2) As provided in this Subsection (2), one of the following sales and use taxes may be
55     imposed within the boundaries of a local taxing jurisdiction:
56          (a) a county, city, or town may impose the sales and use tax authorized by Section

57     59-12-2214 in accordance with Section 59-12-2214; or
58          (b) a county may impose the sales and use tax authorized by Section 59-12-2216 in
59     accordance with Section 59-12-2216.
60          (3) As provided in this Subsection (3), one of the following sales and use taxes may be
61     imposed within the boundaries of a local taxing jurisdiction:
62          (a) a county may impose the sales and use tax authorized by Section 59-12-2217 in
63     accordance with Section 59-12-2217; or
64          (b) a county, city, or town may impose the sales and use tax authorized by Section
65     59-12-2218 in accordance with Section 59-12-2218.
66          (4) As provided in this Subsection (4), one of the following sales and use taxes may be
67     imposed within the boundaries of a local taxing jurisdiction:
68          [(4)] (a) a county may impose the sales and use tax authorized by Section 59-12-2219
69     in accordance with Section 59-12-2219[.]; or
70          (b) a county may impose the sales and use tax authorized by Section 59-12-2220 in
71     accordance with Section 59-12-2220.
72          Section 3. Section 59-12-2218 is amended to read:
73          59-12-2218. County, city, or town option sales and use tax for airports, highways,
74     and systems for public transit -- Base -- Rate -- Administration of sales and use tax --
75     Voter approval exception.
76          (1) Subject to the other provisions of this part, the following may impose a sales and
77     use tax under this section:
78          (a) if, on April 1, 2009, a county legislative body of a county of the second class
79     imposes a sales and use tax under this section, the county legislative body of the county of the
80     second class may impose the sales and use tax on the transactions:
81          (i) described in Subsection 59-12-103(1); and
82          (ii) within the county, including the cities and towns within the county; or
83          (b) if, on April 1, 2009, a county legislative body of a county of the second class does
84     not impose a sales and use tax under this section:
85          (i) a city legislative body of a city within the county of the second class may impose a
86     sales and use tax under this section on the transactions described in Subsection 59-12-103(1)
87     within that city;

88          (ii) a town legislative body of a town within the county of the second class may impose
89     a sales and use tax under this section on the transactions described in Subsection 59-12-103(1)
90     within that town; and
91          (iii) the county legislative body of the county of the second class may impose a sales
92     and use tax on the transactions described in Subsection 59-12-103(1):
93          (A) within the county, including the cities and towns within the county, if on the date
94     the county legislative body provides the notice described in Section 59-12-2209 to the
95     commission stating that the county will enact a sales and use tax under this section, no city or
96     town within that county imposes a sales and use tax under this section or has provided the
97     notice described in Section 59-12-2209 to the commission stating that the city or town will
98     enact a sales and use tax under this section; or
99          (B) within the county, except for within a city or town within that county, if, on the
100     date the county legislative body provides the notice described in Section 59-12-2209 to the
101     commission stating that the county will enact a sales and use tax under this section, that city or
102     town imposes a sales and use tax under this section or has provided the notice described in
103     Section 59-12-2209 to the commission stating that the city or town will enact a sales and use
104     tax under this section.
105          (2) For purposes of Subsection (1) and subject to the other provisions of this section, a
106     county, city, or town legislative body that imposes a sales and use tax under this section may
107     impose the tax at a rate of:
108          (a) .10%; or
109          (b) .25%.
110          (3) A sales and use tax imposed at a rate described in Subsection (2)(a) shall be
111     expended as determined by the county, city, or town legislative body as follows:
112          (a) deposited as provided in Subsection (9)(b) into the County of the Second Class
113     State Highway Projects Fund created by Section 72-2-121.2 and expended as provided in
114     Section 72-2-121.2;
115          (b) expended for a project or service relating to an airport facility for the portion of the
116     project or service that is performed within the county, city, or town within which the tax is
117     imposed:
118          (i) for a county legislative body that imposes the sales and use tax, if that airport

119     facility is part of the regional transportation plan of the area metropolitan planning organization
120     if a metropolitan planning organization exists for the area; or
121          (ii) for a city or town legislative body that imposes the sales and use tax, if:
122          (A) that city or town owns or operates the airport facility; and
123          (B) an airline is headquartered in that city or town; or
124          (c) deposited or expended for a combination of Subsections (3)(a) and (b).
125          (4) Subject to Subsections (5) through (7), a sales and use tax imposed at a rate
126     described in Subsection (2)(b) shall be expended as determined by the county, city, or town
127     legislative body as follows:
128          (a) deposited as provided in Subsection (9)(b) into the County of the Second Class
129     State Highway Projects Fund created by Section 72-2-121.2 and expended as provided in
130     Section 72-2-121.2;
131          (b) expended for:
132          (i) a state highway designated under Title 72, Chapter 4, Part 1, State Highways;
133          (ii) a local highway that is a principal arterial highway, minor arterial highway, major
134     collector highway, or minor collector road; or
135          (iii) a combination of Subsections (4)(b)(i) and (ii);
136          (c) expended for a project or service relating to a system for public transit for the
137     portion of the project or service that is performed within the county, city, or town within which
138     the sales and use tax is imposed;
139          (d) expended for a project or service relating to an airport facility for the portion of the
140     project or service that is performed within the county, city, or town within which the sales and
141     use tax is imposed:
142          (i) for a county legislative body that imposes the sales and use tax, if that airport
143     facility is part of the regional transportation plan of the area metropolitan planning organization
144     if a metropolitan planning organization exists for the area; or
145          (ii) for a city or town legislative body that imposes the sales and use tax, if:
146          (A) that city or town owns or operates the airport facility; and
147          (B) an airline is headquartered in that city or town;
148          (e) expended for:
149          (i) a class B road, as defined in Section 72-3-103;

150          (ii) a class C road, as defined in Section 72-3-104; or
151          (iii) a combination of Subsections (4)(e)(i) and (ii);
152          (f) expended for traffic and pedestrian safety, including:
153          (i) for a class B road, as defined in Section 72-3-103, or class C road, as defined in
154     Section 72-3-104, for:
155          (A) a sidewalk;
156          (B) curb and gutter;
157          (C) a safety feature;
158          (D) a traffic sign;
159          (E) a traffic signal;
160          (F) street lighting; or
161          (G) a combination of Subsections (4)(f)(i)(A) through (F);
162          (ii) the construction of an active transportation facility that:
163          (A) is for nonmotorized vehicles and multimodal transportation; and
164          (B) connects an origin with a destination; or
165          (iii) a combination of Subsections (4)(f)(i) and (ii); or
166          (g) deposited or expended for a combination of Subsections (4)(a) through (f).
167          (5) A county, city, or town legislative body may not expend revenue collected within a
168     county, city, or town from a tax under this [part] section for a purpose described in Subsections
169     (4)(b) through (f) unless the purpose is recommended by:
170          (a) for a county that is part of a metropolitan planning organization, the metropolitan
171     planning organization of which the county is a part; or
172          (b) for a county that is not part of a metropolitan planning organization, the council of
173     governments of which the county is a part.
174          (6) (a) (i) Except as provided in Subsection (6)(b), a county, city, or town that imposes
175     a tax described in Subsection (2)(b) shall deposit the revenue collected from a tax rate of .05%
176     as provided in Subsection (9)(b)(i) into the Local Transportation Corridor Preservation Fund
177     created by Section 72-2-117.5.
178          (ii) Revenue deposited in accordance with Subsection (6)(a)(i) shall be expended and
179     distributed in accordance with Section 72-2-117.5.
180          (b) A county, city, or town is not required to make the deposit required by Subsection

181     (6)(a)(i) if the county, city, or town:
182          (i) imposed a tax described in Subsection (2)(b) on July 1, 2010; or
183          (ii) has continuously imposed a tax described in Subsection (2)(b):
184          (A) beginning after July 1, 2010; and
185          (B) for a five-year period.
186          (7) (a) Subject to the other provisions of this Subsection (7), a city or town within
187     which a sales and use tax is imposed at the tax rate described in Subsection (2)(b) may:
188          (i) expend the revenues in accordance with Subsection (4); or
189          (ii) expend the revenues in accordance with Subsections (7)(b) through (d) if:
190          (A) that city or town owns or operates an airport facility; and
191          (B) an airline is headquartered in that city or town.
192          (b) (i) A city or town legislative body of a city or town within which a sales and use tax
193     is imposed at the tax rate described in Subsection (2)(b) may expend the revenues collected
194     from a tax rate of greater than .10% but not to exceed the revenues collected from a tax rate of
195     .25% for a purpose described in Subsection (7)(b)(ii) if:
196          (A) that city or town owns or operates an airport facility; and
197          (B) an airline is headquartered in that city or town.
198          (ii) A city or town described in Subsection (7)(b)(i) may expend the revenues collected
199     from a tax rate of greater than .10% but not to exceed the revenues collected from a tax rate of
200     .25% for:
201          (A) a project or service relating to the airport facility; and
202          (B) the portion of the project or service that is performed within the city or town
203     imposing the sales and use tax.
204          (c) If a city or town legislative body described in Subsection (7)(b)(i) determines to
205     expend the revenues collected from a tax rate of greater than .10% but not to exceed the
206     revenues collected from a tax rate of .25% for a project or service relating to an airport facility
207     as allowed by Subsection (7)(b), any remaining revenue that is collected from the sales and use
208     tax imposed at the tax rate described in Subsection (2)(b) that is not expended for the project or
209     service relating to an airport facility as allowed by Subsection (7)(b) shall be expended as
210     follows:
211          (i) 75% of the remaining revenues shall be deposited as provided in Subsection (9)(c)

212     into the County of the Second Class State Highway Projects Fund created by Section
213     72-2-121.2 and expended as provided in Section 72-2-121.2; and
214          (ii) 25% of the remaining revenues shall be deposited as provided in Subsection (9)(c)
215     into the Local Transportation Corridor Preservation Fund created by Section 72-2-117.5 and
216     expended and distributed in accordance with Section 72-2-117.5.
217          (d) A city or town legislative body that expends the revenues collected from a sales and
218     use tax imposed at the tax rate described in Subsection (2)(b) in accordance with Subsections
219     (7)(b) and (c):
220          (i) shall, on or before the date the city or town legislative body provides the notice
221     described in Section 59-12-2209 to the commission stating that the city or town will enact a
222     sales and use tax under this section:
223          (A) determine the tax rate, the percentage of which is greater than .10% but does not
224     exceed .25%, the collections from which the city or town legislative body will expend for a
225     project or service relating to an airport facility as allowed by Subsection (7)(b); and
226          (B) notify the commission in writing of the tax rate the city or town legislative body
227     determines in accordance with Subsection (7)(d)(i)(A);
228          (ii) shall, on or before the April 1 immediately following the date the city or town
229     legislative body provides the notice described in Subsection (7)(d)(i) to the commission:
230          (A) determine the tax rate, the percentage of which is greater than .10% but does not
231     exceed .25%, the collections from which the city or town legislative body will expend for a
232     project or service relating to an airport facility as allowed by Subsection (7)(b); and
233          (B) notify the commission in writing of the tax rate the city or town legislative body
234     determines in accordance with Subsection (7)(d)(ii)(A);
235          (iii) shall, on or before April 1 of each year after the April 1 described in Subsection
236     (7)(d)(ii):
237          (A) determine the tax rate, the percentage of which is greater than .10% but does not
238     exceed .25%, the collections from which the city or town legislative body will expend for a
239     project or service relating to an airport facility as allowed by Subsection (7)(b); and
240          (B) notify the commission in writing of the tax rate the city or town legislative body
241     determines in accordance with Subsection (7)(d)(iii)(A); and
242          (iv) may not change the tax rate the city or town legislative body determines in

243     accordance with Subsections (7)(d)(i) through (iii) more frequently than as prescribed by
244     Subsections (7)(d)(i) through (iii).
245          (8) Before a city or town legislative body may impose a sales and use tax under this
246     section, the city or town legislative body shall provide a copy of the notice described in Section
247     59-12-2209 that the city or town legislative body provides to the commission:
248          (a) to the county legislative body within which the city or town is located; and
249          (b) at the same time as the city or town legislative body provides the notice to the
250     commission.
251          (9) (a) Subject to Subsections (9)(b) through (e) and Section 59-12-2207, the
252     commission shall transmit revenues collected within a county, city, or town from a tax under
253     this part that will be expended for a purpose described in Subsection (3)(b) or Subsections
254     (4)(b) through (f) to the county, city, or town legislative body in accordance with Section
255     59-12-2206.
256          (b) Except as provided in Subsection (9)(c) and subject to Section 59-12-2207, the
257     commission shall deposit revenues collected within a county, city, or town from a sales and use
258     tax under this section that:
259          (i) are required to be expended for a purpose described in Subsection (6)(a) into the
260     Local Transportation Corridor Preservation Fund created by Section 72-2-117.5; or
261          (ii) a county, city, or town legislative body determines to expend for a purpose
262     described in Subsection (3)(a) or (4)(a) into the County of the Second Class State Highway
263     Projects Fund created by Section 72-2-121.2 if the county, city, or town legislative body
264     provides written notice to the commission requesting the deposit.
265          (c) Subject to Subsection (9)(d) or (e), if a city or town legislative body provides notice
266     to the commission in accordance with Subsection (7)(d), the commission shall:
267          (i) transmit the revenues collected from the tax rate stated on the notice to the city or
268     town legislative body monthly by electronic funds transfer; and
269          (ii) deposit any remaining revenues described in Subsection (7)(c) in accordance with
270     Subsection (7)(c).
271          (d) (i) If a city or town legislative body provides the notice described in Subsection
272     (7)(d)(i) to the commission, the commission shall transmit or deposit the revenues collected
273     from the sales and use tax:

274          (A) in accordance with Subsection (9)(c);
275          (B) beginning on the date the city or town legislative body enacts the sales and use tax;
276     and
277          (C) ending on the earlier of the June 30 immediately following the date the city or town
278     legislative body provides the notice described in Subsection (7)(d)(ii) to the commission or the
279     date the city or town legislative body repeals the sales and use tax.
280          (ii) If a city or town legislative body provides the notice described in Subsection
281     (7)(d)(ii) or (iii) to the commission, the commission shall transmit or deposit the revenues
282     collected from the sales and use tax:
283          (A) in accordance with Subsection (9)(c);
284          (B) beginning on the July 1 immediately following the date the city or town legislative
285     body provides the notice described in Subsection (7)(d)(ii) or (iii) to the commission; and
286          (C) ending on the earlier of the June 30 of the year after the date the city or town
287     legislative body provides the notice described in Subsection (7)(d)(ii) or (iii) to the commission
288     or the date the city or town legislative body repeals the sales and use tax.
289          (e) (i) If a city or town legislative body that is required to provide the notice described
290     in Subsection (7)(d)(i) does not provide the notice described in Subsection (7)(d)(i) to the
291     commission on or before the date required by Subsection (7)(d) for providing the notice, the
292     commission shall transmit, transfer, or deposit the revenues collected from the sales and use
293     tax within the city or town in accordance with Subsections (9)(a) and (b).
294          (ii) If a city or town legislative body that is required to provide the notice described in
295     Subsection (7)(d)(ii) or (iii) does not provide the notice described in Subsection (7)(d)(ii) or
296     (iii) to the commission on or before the date required by Subsection (7)(d) for providing the
297     notice, the commission shall transmit or deposit the revenues collected from the sales and use
298     tax within the city or town in accordance with:
299          (A) Subsection (9)(c); and
300          (B) the most recent notice the commission received from the city or town legislative
301     body under Subsection (7)(d).
302          Section 4. Section 59-12-2220 is enacted to read:
303          59-12-2220. County option sales and use tax for class B and class C roads -- Base
304     -- Rate -- Distribution and expenditure of revenue -- Revenue may not supplant existing

305     budgeted transportation revenue.
306          (1) As used in this section:
307          (a) "Class B road" means the same as that term is defined in Section 72-3-103.
308          (b) "Class C road" means the same as that term is defined in Section 72-3-104.
309          (2) Subject to the other provisions of this part, a county legislative body may impose a
310     sales and use tax of .25% on the transactions described in Subsection 59-12-103(1) within the
311     county, including the cities and towns within the county.
312          (3) The commission shall distribute sales and use tax revenue collected under this
313     section as provided in Subsections (4) and (5).
314          (4) The commission shall distribute the sales and use tax revenue collected within the
315     county as follows:
316          (a) .20% shall be distributed as provided in Subsection (5); and
317          (b) .05% shall be distributed to the county legislative body.
318          (5) (a) Subject to Subsection (5)(b), the commission shall make the distributions
319     required by Subsection (4)(a) as follows:
320          (i) 50% of the total revenue collected under Subsection (4)(a) within a county that
321     imposes a tax under this section shall be distributed to the cities and towns within that county
322     on the basis of the percentage that the population of each city or town bears to the total
323     population of all cities and towns within that county; and
324          (ii) 50% of the total revenue collected under Subsection (4)(a) within a county that
325     imposes a tax under this section shall be distributed to the cities and towns within that county
326     on the basis of the percentage that revenue generated based on location of the transaction that
327     occurs in each city or town, as determined under Sections 59-12-211 through 59-12-215, bears
328     to the total revenue generated based on the location of the transaction that occurs in all cities
329     and towns within that county.
330          (b) (i) Population for purposes of this Subsection (5) shall be determined on the basis
331     of the most recent official census or census estimate of the United States Census Bureau.
332          (ii) If a needed population estimate is not available from the United States Census
333     Bureau, population figures shall be derived from an estimate from the Utah Population
334     Estimates Committee created by executive order of the governor.
335          (6) A county, city, or town may expend revenue collected from a tax under this section

336     for:
337          (a) a class B road;
338          (b) a class C road;
339          (c) traffic and pedestrian safety, including for a class B road or class C road, for:
340          (i) a sidewalk;
341          (ii) curb and gutter;
342          (iii) a safety feature;
343          (iv) a traffic sign;
344          (v) a traffic signal;
345          (vi) street lighting; or
346          (vii) a combination of Subsections (6)(c)(i) through (vi);
347          (d) subject to the limitation in Subsection (7), public transit system services; or
348          (e) a combination of Subsections (6)(a) through (d).
349          (7) A county, city, or town may not expend more than 40% of the revenue distributed
350     to the county, city, or town from a tax collected under this section on public transit system
351     services.
352          (8) (a) Revenue collected from a sales and use tax under this section may not be used
353     to supplant existing general fund appropriations that a county, city, or town has budgeted for
354     transportation as of the date the tax becomes effective for a county, city, or town.
355          (b) The limitation under Subsection (8)(a) does not apply to a designated transportation
356     capital or reserve account a county, city, or town may have established prior to the date the tax
357     becomes effective.