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HomeMy WebLinkAbout03-13-17 Agenda PacketJames Whitfield Members: Chair Preston Chong Jan Hashizume Joanne Nakashima Tricia Lynn Yamashita Laurie Yoshida Tyler Rodighireo Vice Chair COUNTY OF KAUA'I COST CONTROL COMMISSION NOTICE OF MEETING AND AGENDA Monday, March 13, 2017 1:30 p.m. or shortly thereafter Mo'ikeha Building, Meeting Room 2A/2B 4444 Rice Street, Lihue, HI 96766 Oath of Office for new Commissioner Preston Chong Is' term ending 12/31/2019 CALL TO ORDER APPROVAL OF MINUTES • Regular Open Session meeting minutes of January 9, 2017 BUSINESS CCC 2017-06 Briefing by Acting County Engineer Lyle Tabata or his representative on cost related to the County's road resurfacing program and annual schedules on the amount of resurfacing projected to be done. CCC 2017-07 Briefing by Boards and Commissions Administrator Jay Furfaro on House Bill No. 1586 relating to taxation. CCC 2017-05 Continued discussion on other possible areas to investigate to reduce the cost of county government while maintaining a reasonable level of public service in accordance to Section 28.04 of the Kauai County Charter Article XXVIII Cost Control Commission. ANNOUNCEMENTS Next meeting — TBA equal Opportunity Employer NOTICE OF EXECUTIVE SESSION Pursuant to Hawai'i Revised Statutes §92-7 (a), the Commission may, when deemed necessary, hold an Executive Session on any agenda item without written public notice if the Executive Session was not anticipated in advance. Any such Executive Session shall be held in pursuant to H.R.S. §92-4 and §92-9 and shall be limited to those items described in H.R.S. §92-5(a). Discussions held in Executive Session are closed to the public. ADJOURNMENT PUBLIC COMMENTS and TESTIMONY Persons wishing to offer comments are encouraged to submit written testimony at least 24 -hours prior to the meeting indicating: 1. Your name and if applicable, your position/title and organization you are representing 2. The agenda item that you are providing comments on; and 3. Whether you will be testifying in person or submitting written comment only. 4. If you are unable to submit your testimony at least 24 hours prior to the meeting, please provide 10 copies of your written testimony at the meeting. The length of time allocated to person(s) wishing to present verbal testimony may be limited at the discretion of the chairperson or presiding member. cc: First Deputy County Attorney Matthew Bracken Send written testimony to: Cost Control Commission Office Boards and Commissions 4444 Rice Street, Suite 150 Lihue, HI 96766 E -Mail: mromoOwkauai.gov Phone: (808) 241-4920 Fax: (808) 241-5127 SPECIAL ASSISTANCE If you need an alternate format or an auxiliary aid to participate, please contact the Boards and Commissions Support Clerk at (808) 241-4920 at least five (5) working days prior to the meeting. 2]Page Cost Control Commission — March 13, 2017 w A cdtn .o 04:3 03� O '�`�� -� 0 �d o o> o i v M N O si O cd 00 Q) O O u'CQbA bA N cd O �, �; �+ y C14 to cd 0 b O C;3 Cd 4. o 0 M 0 U � Oum > cd �, O Gy > O 3U m� �U 2�z 0 O ON ° o •� C W ° w cd" r "0 0 o Cd 1heq 0 o O , cCc C14 0 En 0 cd O CCd bA QO 0 `� > x 6� d 0�; � o ti 4.4 064 1.4 o Ua Z �•v 0 c, c44 00x o co ami 0 > o o Q. 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O O O cid W U 0 as o � y 0 a o Q o o N 111. 0UC4 —Cd oCd cl O b U 0o o a> ami b -° Cd 0 'b CACA � . o - R ,Cd P gin °D ° o o r o o o,S o do C8 i0 � cd ^o cd O N ... c 3 ¢ U cd O O '? AEl U U -SUU¢ °U-- U W O N C C U U q U N U dp' d ., E Measure Status HB1586 HD1 Measure Title: RELATING TO TAXATION. Report Title: Transient Accommodations Tax; Counties; Income Tax Rates; Personal Exemption; Itemized Deductions Phases out the county allocation of transient accommodations tax revenues over a 3 -year Description: period. Implements new income tax brackets and rates over a 3 -year period. Doubles the amount of the personal exemption. Places limitations on claims for itemized tax deductions. Companion: Package: None Current Referral: TOU, FIN Introducer(s): YAMASHITA, CACHOLA, CHOY, CULLEN, DECOITE, HASHEM, JOHANSON, KEOHOKALOLE, LOPRESTI, LOWEN, LUKE, NAKASHIMA, OHNO, ONISHI, OSHIRO, TAKAYAMA, TAKUMI sort SIC Dabs Status Text 1/25/2017 H Introduced and Pass First Reading. 1/30/2017 H Referred to TOU, FIN, referral sheet 6 2/8/2017 H Bill scheduled to be heard by TOU on Tuesday, 02-14-17 10:00AM in House conference room Auditorium. The committees on TOU recommend that the measure be PASSED, WITH AMENDMENTS. 2/14/2017 H The votes were as follows: 7 Ayes: Representative(s) Onishi, Cachola, Choy, Ito, Ohno; Ayes with reservations: Representative(s) Tokioka, Woodson; 1 Noes: Representative(s) Ward; and Excused: none. 2/17/2017 H Reported from TOU (Stand. Com. Rep. No. 612) as amended in HD 1, recommending passage on Second Reading and referral to FIN. Passed Second Reading as amended in HD 1 and referred to the committee(s) on FIN with 2/17/2017 H Representative(s) Har, Tupola voting aye with reservations; Representative(s) McKelvey, Ward voting no (2) and Representative(s) DeCoite, Tokioka excused (2). 2/24/2017 H Bill scheduled to be heard by FIN on Tuesday, 02-28-17 11:00AM In House conference room 308. 5 = Senate I H = House I D = Data Systems $ - Appropriation measure I ConAm = Constitutional Amendment Some of the above items require Adobe Acrobat Reader. Please visit Adobe's download oaae for detailed instructions. HB1586 HD1 Page 1 of 1 http://www. capitol.hawaii. gov/measure_indiv. aspx?billtype=HB &billnumber= l 5 8 6&year... 2/28/2017 HOUSE OF REPRESENTATIVES TWENTY-NINTH LEGISLATURE, 2017 STATE OF HAWAII H.B. NO. 1586 H.D. H.D. 1 A BILL FOR AN ACT RELATING TO TAXATION. BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF HAWAII: 1 PART I 2 SECTION 1. The legislature finds that the current property 3 tax structure caters to non-residents and burdens local 4 residents, particularly the senior population. Non-residents 5 are afforded the luxury of an investment in highly appreciable 6 land while, at the same time, they are able to export their 7 income tax to a state where the rate is lower. This results in 8 raising the cost of living for Hawaii residents. 9 While the legislature believes that the tax burden should 10 be shifted to non-residents, the legislature also believes that 11 a fair assessment of homeowner exemptions is needed to offset 12 the burdens local residents face. The legislature finds that 13 the first step in this process should be to, over a three-year 14 period, transfer the portion of transient accommodations tax 15 revenues currently allocated to the counties into the state 16 general fund. Second, income tax rates for Hawaii residents 17 should be simplified and made more progressive over a period of HB 158 6 HD 1 HM�ISII� 2017-2244 � Page 2H.B. N 1586 H.D. 1 1 three taxable years. As part of this process, the percentage of 2 the population that is able to qualify for the middle-class tax 3 bracket will expand and a zero per cent tax bracket will be 4 established for residents who earn a significantly lower income, 5 in order to effectively serve the portion of the population that 6 truly needs the most assistance. 7 The purpose of this Act is to address the high cost of 8 living in the State of Hawaii by enacting tax reform that 9 reduces the tax burden for low- and middle-income earners. 10 PART II 11 SECTION 2. Section 237D-6.5, Hawaii Revised Statutes, is 12 amended by amending subsection (b) to read as follows: 13 "(b) Revenues collected under this chapter shall be 14 distributed in the following priority, with the excess revenues 15 to be deposited into the general fund: 16 (1) $1,500,000 shall be allocated to the Turtle Bay 17 conservation easement special fund beginning July 1, 18 2015, for the reimbursement to the state general fund 19 of debt service on reimbursable general obligation 20 bonds, including ongoing expenses related to the 21 issuance of the bonds, the proceeds of which were used HB15a5 HD1 HMS 2017-2244 2 MIG IIG����GG��II�IIG��I�II�GGI�� 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 Page 3H.B. N 1586 H.D. 1 to acquire the conservation easement and other real property interests in Turtle Bay, Oahu, for the protection, preservation, and enhancement of natural resources important to the State, until the bonds are fully amortized; (2) $26,500,000 shall be allocated to the convention center enterprise special fund established under section 201B-8; (3) $82,000,000 shall be allocated to the tourism special fund established under section 201B-11; provided that: (A) Beginning on July 1, 2012, and ending on June 30, 2015, $2,000,000 shall be expended from the tourism special fund for development and implementation of initiatives to take advantage of expanded visa programs and increased travel opportunities for international visitors to Hawaii; (B) Of the $82,000,000 allocated: (i) $1,000,000 shall be allocated for the operation of a Hawaiian center and the HE158�6 HD1 HMS j�2III0I1I7II-22I�p44 !� I�I�II��RI �I���I�II��nIOI�I�'II�I��u��utllWYl�!�! 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 Page 4 H.B. N .D . H H.D. 1 museum of Hawaiian music and dance at the Hawaii convention center; and (ii) 0.5 per cent of the $82,000,000 shall be transferred to a sub -account in the tourism special fund to provide funding for a safety and security budget, in accordance with the Hawaii tourism strategic plan 2005-2015; and (C) Of the revenues remaining in the tourism special fund after revenues have been deposited as provided in this paragraph and except for any sum authorized by the legislature for expenditure from revenues subject to this paragraph, beginning July 1, 2007, funds shall be deposited into the tourism emergency special fund, established in section 201B-10, in a manner sufficient to maintain a fund balance of $5,000,000 in the tourism emergency special fund; (4) $103,000,000 for fiscal year 2014-2015, $103,000,000 for fiscal year 2015-2016, $103,000,000 for fiscal year 2016-2017, [and] $93,000,000 for [eft] fiscal year (thereaft ] 2017-2018, $62,000,000 for fiscal HB15II86 �HIID�I1 BH IMI�S I�2p0III1I7-2244 ����Ilul��l�'��ultllllll�ll�lut".��I�IWIIIWI���� 4 Page 5 H.B. N H.D.1586 D. 1 1 year 2018-2019, and $31,000,000 for fiscal year 2019- 2 2020 shall be allocated as follows: Kauai county 3 shall receive 14.5 per cent, Hawaii county shall 4 receive 18.6 per cent, city and county of Honolulu 5 shall receive 44.1 per cent, and Maui county shall 6 receive 22.8 per cent; [pEesa}ded-that _-......-__-_ng with 7 fiscal year- 2018, 2019, a sum that represents --rt_ t _ 8 diffeEenee between a eeunty publie-empleyeL-19 annael 9 r-equrred eeRt-rihutien €eE the separate -tit fun 10 established under seetlen 87A 42 and the ameuRt—ef the 11 eeunty publie—empleyer-'s-eentributiens irate that trust 12 fund shall be the -state -di=eeter of 13 finaneemend depesitwife the eredit of the ___ :ty 14 publie-empleyeE l s annual Eequired-ee b en _nt 15 that tEust fund- in eeeh fieeal year, art-previdled i3 16 seetien-87A 42, if the respeet-iv= - - -raty fails to 17 i=efn-it- the --tetal ameunt-ef the eeunt l a required annual 18 eentributiens as required under seetien 87A 43 ; ] and 19 (5) $3,000,000 shall be allocated to the special land and 20 development fund established under section 171-19; 21 provided that the allocation shall be expended in HB1586 HD1 HMS 2017-2244 5 Page 615 86 NO. 1586 H.D. 1 1 accordance with the Hawaii tourism authority strategic 2 plan for: 3 (A) The protection, preservation, maintenance, and 4 enhancement of natural resources, including 5 beaches, important to the visitor industry; 6 (B) Planning, construction, and repair of facilities; 7 and 8 (C) Operation and maintenance costs of public lands, 9 including beaches, connected with enhancing the 10 visitor experience. 11 All transient accommodations taxes shall be paid into the 12 state treasury each month within ten days after collection and 13 shall be kept by the state director of finance in special 14 accounts for distribution as provided in this subsection. 15 As used in this subsection, "fiscal year" means the twelve - 16 month period beginning on July 1 of a calendar year and ending 17 on June 30 of the following calendar year." 18 PART I I I 19 SECTION 3. Section 237D-6.5, Hawaii Revised Statutes, is 20 amended by amending subsection (b) to read as follows: HB1586 HD1 HMS 2017-2244 6 I�II�I�Iall V�111��8111�I�IIIIIIIIIIVVIIIV�1111�1�� Page 715 86 NO. 1586 H.D. 1 1 "(b) Revenues collected under this chapter shall be 2 distributed in the following priority, with the excess revenues 3 to be deposited into the general fund: 4 (1) $1,500,000 shall be allocated to the Turtle Bay 5 conservation easement special fund beginning July 1, 6 2015, for the reimbursement to the state general fund 7 of debt service on reimbursable general obligation 8 bonds, including ongoing expenses related to the 9 issuance of the bonds, the proceeds of which were used 10 to acquire the conservation easement and other real 11 property interests in Turtle Bay, Oahu, for the 12 protection, preservation, and enhancement of natural 13 resources important to the State, until the bonds are 14 fully amortized; 15 (2) $26,500,000 shall be allocated to the convention 16 center enterprise special fund established under 17 section 201B-8; 18 (3) $82,000,000 shall be allocated to the tourism special 19 fund established under section 201B-11; provided that: 20 (A) Beginning on July 1, 2012, and ending on June 30, 21 2015, $2,000,000 shall be expended from the HB1586 HD1 HMS 2017-2244 7 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 Page 8 H.B. N .D . H H.D. 1 tourism special fund for development and implementation of initiatives to take advantage of expanded visa programs and increased travel opportunities for international visitors to Hawaii; (B) Of the $82,000,000 allocated: (i) $1,000,000 shall be allocated for the operation of a Hawaiian center and the museum of Hawaiian music and dance at the Hawaii convention center; and (ii) 0.5 per cent of the $82,000,000 shall be transferred to a sub -account in the tourism special fund to provide funding for a safety and security budget, in accordance with the Hawaii tourism strategic plan 2005-2015; and (C) Of the revenues remaining in the tourism special fund after revenues have been deposited as provided in this paragraph and except for any sum authorized by the legislature for expenditure from revenues subject to this paragraph, beginning July 1, 2007, funds shall be deposited HB1586 HD1 HMS 2017-2244 8 Page 9 H.B. NO. .D . H H.D. 1 1 into the tourism emergency special fund, 2 established in section 201B-10, in a manner 3 sufficient to maintain a fund balance of 4 $5,000,000 in the tourism emergency special fund; 5 and 6 $103,999,999 fer- fiseal yeaE 2014 2015,$1G3,GQQ,GGG 7 fer fiseal-year 29IS 2916, $103,990,990 fer- fiseal 8 year 2 916 2017, $ 9 3 , , ^ ^ ^ €ems €mea year 2917 2018, 9 $62,990,999 fer seal yeaE 29-18-2019, and $31,999, 10 feE fiasal yew 2019 2 929 shall e aileeated--as 11 fellews ! Kauai eeuntl shall reeeive 14.5 pereent, 12 Hawaii eeunty shall -re ee-ive 18.6 peLc eente-icy and 13 eek —e€ Henelialia shall--eeive 44.1pereent, an 14 Piaui eey-shall-eeeive 22.8 per eent; pr- _a_a that 15 ee teneing with fiseal yeaz'91-8--2-919 , a sttm that - 16 represents -the di€€er-enee between a eeunt j ru'-,'_e 17 empleyeEls azuuai required eentribu ien fer the 18 separate trust fund established ianderseetien 8?A 42 19 and the-ameunt e f the eeunty publie-emp l-eyer's 20 e9butie=r3- rn that trusa. fund -shall rui. re ta 7�ieQ 21 by the state d}:Feeter e€ finane and depesited t_ the HB 15 86 IIHD 1 HMS IIIS�VV 2017-2244 jjIII[[IIII II��mm 9 III������II�I�I��EI�GI�I��lul�y� ���I�Il�I��u[IDIuIU�lL' III 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 Page 10 H.B. N .D . H H.D. 1 e Tedi t ems- the -eeugubli e-emp l e• r I a annual require eentrib-atien inte-fat- trust fund in eaeh fiseal year, as previded-in seetren 87= 42, if the Lespeetive eeunty fails t er-efaitthe Leta l afneuRt of tie-eeant Eequ}red annual aeRtributfens, as _ of ;Eea undle-rr seetieR 87A 43; a -Rd {}-] (4) $3,000,000 shall be allocated to the special land and development fund established under section 171-19; provided that the allocation shall be expended in accordance with the Hawaii tourism authority strategic plan for: (A) The protection, preservation, maintenance, and enhancement of natural resources, including beaches, important to the visitor industry; (B) Planning, construction, and repair of facilities; and (C) Operation and maintenance costs of public lands, including beaches, connected with enhancing the visitor experience. All transient accommodations taxes shall be paid into the state treasury each month within ten days after collection and HB1586 HD1 HMS 2017-2244 IIRIIVV�aVlll���l l IV �eVIIVIVRVIII� VR���RIIIIRIUIRIIV�I�� 2.0 Page 1115 86 NO. 1586 H.D.1 1 shall be kept by the state director of finance in special 2 accounts for distribution as provided in this subsection. 3 As used in this subsection, "fiscal year" means the twelve - 4 month period beginning on July 1 of a calendar year and ending 5 on June 30 of the following calendar year.,, 6 PART IV 7 SECTION 4. Section 235-51, Hawaii Revised Statutes, is 8 amended by amending subsections (a), (b), and (c) to read as 9 follows: 10 ,(a) There is hereby imposed on the taxable income of (1) 11 every taxpayer who files a joint return under section 235-93; 12 and (2) every surviving spouse a tax determined in accordance 13 with the following table: 14 In the case of any taxable year beginning after 15 December 31, 2001: 16 If the taxable income is: The tax shall be: 17 Not over $4,000 1.40% of taxable income 18 Over $4,000 but $56.00 plus 3.20% of 19 not over $8,000 excess over $4,000 20 Over $8,000 but $184.00 plus 5.50 of 21 not over $16,000 excess over $8,000 HB1586 HD1 HMS 2017-2244 11 Page 12H.B. N 1586 H.D. 1 1 Over $16,000 but $624.00 plus 6.40% of 2 not over $24,000 excess over $16,000 3 Over $24,000 but $1,136.00 plus 6.80% of 4 not over $32,000 excess over $24,000 5 Over $32,000 but $1,680.00 plus 7.20% of 6 not over $40,000 excess over $32,000 7 Over $40,000 but $2,256.00 plus 7.60% of 8 not over $60,000 excess over $40,000 9 Over $60,000 but $3,776.00 plus 7.90% of 10 not over $80,000 excess over $60,000 11 Over $80,000 $5,356.00 plus 8.25% of 12 excess over $80,000. 13 In the case of any taxable year beginning after 14 December 31. 2006: 15 If the taxable income is: 16 Not over $4,800 17 Over $4,800 but 18 not over $9,600 19 Over $9,600 but 20 not over $19,200 21 Over $19,200 but The tax shall be: 1.40% of taxable income $67.00 plus 3.20% of excess over $4,800 $221.00 plus 5.50% of excess over $9,600 $749.00 plus 6.40% of HB1586 HD1 HMS 2017-2244 12 Page 13H.B. N 1586 H.D. 1 1 not over $28,800 excess over $19,200 2 Over $28,800 but $1,363.00 plus 6.80% of 3 not over $38,400 excess over $28,800 4 Over $38,400 but $2,016.00 plus 7.20% of 5 not over $48,000 excess over $38,400 6 Over $48,000 but $2,707.00 plus 7.60% of 7 not over $72,000 excess over $48,000 8 Over $72,000 but $4,531.00 plus 7.90% of 9 not over $96,000 excess over $72,000 10 Over $96,000 $6,427.00 plus 8.25% of 11 excess over $96,000. 12 In the case of any taxable year beginning after 13 December 31, 2017: 14 If the taxable income is: The tax shall be: 15 Not over $15,000 $0 16 Over $15,000 but 6.64% of taxable income 17 not over $75,000 in excess of $15,000 18 Over $75,000 but $3,984.00 plus 7.79% of 19 not over $225,000 excess over $75,000 20 Over $225,000 $15,669.00 plus 8.50% of 21 excess over $225,000. IIHII�E15III8�6 HHD11� HMS 2u017p-2�2I44III 13 IUl�l�l Ilu�lul��II��EI' I��N����tlI��I���VI�I'�II��II.I' IU�I� W Page 1415 86 NO. 1586 H.D. 1 1 In the case of any taxable year beginning after 2 December 31, 2018: 3 If the taxable income is: The tax shall be: 4 Not over $16,125 $0 5 Over $16,125 but 5.38% of taxable income 6 not over $75,000 in excess of $16,125 7 Over $75,000 but $3,167.00 plus 7.34% of 8 not over $225,000 excess over $75,000 9 Over $225,000 $14,177.00 plus 8.75% of 10 excess over $225,000. 11 In the case of any taxable year beginning after 12 December 31, 2019: 13 If the taxable income is: The tax shall be: 14 Not over $17,500 $0 15 Over $17,500 but 4.12% of taxable income 16 not over $75,000 in excess of $17,500 17 Over $75,000 but $2,369.00 plus 6.88% of 18 not over $225,000 excess over $75,000 19 Over $225,000 $12,689.00 plus 9.00% of 20 excess over $225,000. IIHIIIIEI�1 I5flfl8mm6II��II HD��1IIUuII��HM�S �I2�IIg0�1�7IIII-2III2Ip�4I�4 14 QI�Ii:GII�EIIIIIII �Il I��111�i�Ik�4ll@II �I�WIlul911!�I�IVUN�Wu41�1�� Page 1515 86 NO. 1586 H.D. 1 1 (b) There is hereby imposed on the taxable income of every 2 head of a household a tax determined in accordance with the 3 following table: 4 In the case of any taxable year beginning after 5 December 31, 2001: 6 If the taxable income is: The tax shall be: 7 Not over $3,000 1.40% of taxable income 8 Over $3,000 but $42.00 plus 3.20% of 9 not over $6,000 excess over $3,000 10 Over $6,000 but $138.00 plus 5.50% of 11 not over $12,000 excess over $6,000 12 Over $12,000 but $468.00 plus 6.40% of 13 not over $18,000 excess over $12,000 14 Over $18,000 but $852.00 plus 6.80% of 15 not over $24,000 excess over $18,000 16 Over $24,000 but $1,260.00 plus 7.20% of 17 not over $30,000 excess over $24,000 18 Over $30,000 but $1,692.00 plus 7.60% of 19 not over $45,000 excess over $30,000 20 Over $45,000 but $2,832.00 plus 7.90% of 21 not over $60,000 excess over $45,000 HB1586 HD1 HMS 2017-2244 15 1111 11111011 1111111111101p111111111 Page 16 H.B. N1586 H.D.H.D. 1 1 Over $60,000 $4,017.00 plus 8.25% of 2 excess over $60,000. 3 In the case of any taxable year beginning after 4 December 31. 2006: 5 If the taxable income is: 6 Not over $3,600 7 Over $3,600 but 8 not over $7,200 9 Over $7,200 but 10 not over $14,400 11 Over $14,400 but 12 not over $21,600 13 Over $21,600 but 14 not over $28,800 15 Over $28,800 but 16 not over $36,000 17 Over $36,000 but 18 not over $54,000 19 Over $54,000 but 20 not over $72,000 21 Over $72,000 The tax shall be: 1.40% of taxable income $50.00 plus 3.20% of excess over $3,600 $166.00 plus 5.50% of excess over $7,200 $562.00 plus 6.40% of excess over $14,400 $1,022.00 plus 6.80% of excess over $21,600 $1,512.00 plus 7.20% of excess over $28,800 $2,030.00 plus 7.60% of excess over $36,000 $3,398.00 plus 7.90% of excess over $54,000 $4,820.00 plus 8.25% of HE1586 HD1 HMS 2017-2244 16 I IIaII�n�CIIII�IB��I�IIN��I �I��I���I��I�I��I�I�I��� Page 17H.B. N 1586 H.D. 1 1 excess over $72,000. 2 In the case of any taxable year beginning after 3 December 31, 2017: 4 If the taxable income is: The tax shall be: 5 Not over $15,000 $0 6 Over $15,000 but 6.64% of taxable income 7 not over $75,000 in excess of $15,000 8 Over $75,000 but $3,984.00 plus 7.79% of 9 not over $225,000 excess over $75,000 10 Over $225,000 $15,669.00 plus 8.50% of 11 excess over $225,000. 12 In the case of any taxable year beginning after 13 December 31, 2018: 14 If the taxable income is: The tax shall be: 15 Not over $16,125 $0 16 Over $16,125 but 5.38% of taxable income 17 not over $75,000 in excess of $16,125 18 Over $75,000 but $3,167.00 plus 7.34% of 19 not over $225,000 excess over $75,000 20 Over $225,000 $14,177.00 plus 8.75% of 21 excess over $225,000. HE� 15 8II��II6 mm HD 1 HMS 2017-2244 017-2244 17 ��I�I�I��II� IVN�IVII�I��III�����I�I�IIWI�I���III�II�JIi�� Page 18H.B. w 1586 H.D.1 1 In the case of any taxable year beginning after 2 December 31, 2019: 3 If the taxable income is: The tax shall be: 4 Not over $17,500 $0 5 Over $17,500 but 4.12% of taxable income 6 not over $75,000 in excess of $17,500 7 Over $75,000 but $2,369.00 plus 6.88% of 8 not over $225,000 excess over $75,000 9 Over $225,000 $12,689.00 plus 9.00% of 10 excess over $225,000. 11 (c) There is hereby imposed on the taxable income of (1) 12 every unmarried individual (other than a surviving spouse, or 13 the head of a household) and (2) on the taxable income of every 14 married individual who does not make a single return jointly 15 with the individual's spouse under section 235-93 a tax 16 determined in accordance with the following table: 17 In the case of any taxable year beginning after 18 December 31, 2001: 19 If the taxable income is: The tax shall be: 20 Not over $2,000 1.40% of taxable income 21 Over $2,000 but $28.00 plus 3.20% of I[HI�B1586 H{�D I1I� HMS I20I�1II�7VIIII-224�4� 1.8 Page 1915 86 NO. 1586 H.D.1 1 not over $4,000 excess over $2,000 2 Over $4,000 but $92.00 plus 5.50% of 3 not over $8,000 excess over $4,000 4 Over $8,000 but $312.00 plus 6.40% of 5 not over $12,000 excess over $8,000 6 Over $12,000 but $568.00 plus 6.80% of 7 not over $16,000 excess over $12,000 8 Over $16,000 but $840.00 plus 7.20% of 9 not over $20,000 excess over $16,000 10 Over $20,000 but $1,128.00 plus 7.60% of 11 not over $30,000 excess over $20,000 12 Over $30,000 but $1,888.00 plus 7.90% of 13 not over $40,000 excess over $30,000 14 Over $40,000 $2,678.00 plus 8.25% of 15 excess over $40,000. 16 In the case of any taxable year beginning after 17 December 31, 2006: 18 If the taxable income is: The tax shall be: 19 Not over $2,400 1.40% of taxable income 20 Over $2,400 but $34.00 plus 3.20% of 21 not over $4,800 excess over $2,400 HB1586 HD1 HMS 2017-2244 19 111111 10[91 l � iRM111111III1G11' I1fIi 111 Page 2015 86 NO. 158fi H.D. 1 1 Over $4,800 but $110.00 plus 5.50% of 2 not over $9,600 excess over $4,800 3 Over $9,600 but $374.00 plus 6.40% of 4 not over $14,400 excess over $9,600 5 Over $14,400 but $682.00 plus 6.80% of 6 not over $19,200 excess over $14,400 7 Over $19,200 but $1,008.00 plus 7.20% of 8 not over $24,000 excess over $19,200 9 Over $24,000 but $1,354.00 plus 7.60% of 10 not over $36,000 excess over $24,000 11 Over $36,000 but $2,266.00 plus 7.90% of 12 not over $48,000 excess over $36,000 13 Over $48,000 $3,214.00 plus 8.25% of 14 excess over $48,000. 15 In the case of any taxable year beginning after 16 December 31, 2017: 17 If the taxable income is: The tax shall be: 18 Not over $7,500 $0 19 Over $7,500 but 6.64% of taxable income 20 not over $37,500 in excess of $7,500 21 Over $37,500 but $1,992.00 plus 7.79% of HB1586 HD1 HMS 2017-2244 20 Page 21H.B. N 1586 H.D. 1 1 not over $112,500 excess over $37,500 2 Over $112,500 $7,834.00 plus 8.50% of 8 3 excess over $112,500. not over $37,500 4 In the case of any taxable year beginning after Over $37,500 but 5 December 31, 2018: 6 If the taxable income is: The tax shall be: 7 Not over $8,062 $0 8 Over $8,062 but 5.38% of taxable income 9 not over $37,500 in excess of $8,062 10 Over $37,500 but $1,584.00 plus 7.34% of 11 not over $112,500 excess over $37,500 12 Over $112,500 $7,089.00 plus 8.75% of 13 excess over $112,500. 14 In the case of any taxable year beginning after 15 December 31, 2019: 16 If the taxable income is: The tax shall be: 17 Not over $8,750 $0 18 Over $8,750 but 4.12% of taxable income 19 not over $37,500 in excess of $8,750 20 Over $37,500 but $1,184.00 plus 6.88% of 21 not over $112,500 excess over $37,500 HB1586 HD1 HMS 2017-2244 21 11l11111.011111911111111111111111111111 Page 22H.B. N 1586 H.D. 1 1 Over $112,500 $6,344.00 plus 9.00% of 2 excess over $112,500." 3 PART V 4 SECTION 5. Section 235-54, Hawaii Revised Statutes, is 5 amended by amending subsection (a) to read as follows: 6 "(a) In computing the taxable income of any individual, 7 there shall be deducted, in lieu of the personal exemptions 8 allowed by the Internal Revenue Code, personal exemptions 9 computed as follows: Ascertain the number of exemptions which 10 the individual can lawfully claim under the Internal Revenue 11 Code, add an additional exemption for the taxpayer or the 12 taxpayer's spouse who is sixty-five years of age or older within 13 the taxable year, and multiply that number by [$144,] $2,288, 14 for taxable years beginning after December 31, 1984. A 15 nonresident shall prorate the personal exemptions on account of 16 income from sources outside the State as provided in section 17 235-5. In the case of an individual with respect to whom an 18 exemption under this section is allowable to another taxpayer 19 for a taxable year beginning in the calendar year in which the 20 individual's taxable year begins, the personal exemption amount HE1586 HD1 HMS 2017-2244 22 11111111 11101166f 1M.11101111111 III Page 2315 86 NO. 1586 H.D. 1 1 applicable to such individual under this subsection for such 2 individual's taxable year shall be zero." 3 PART VI 4 SECTION 6. Chapter 235, Hawaii Revised Statutes, is 5 amended by adding a new section to be appropriately designated 6 and to read as follows: 7 "§235- Itemized deductions; limitations. 8 Notwithstanding any other law to the contrary, itemized tax 9 deductions claimed pursuant to this chapter shall not exceed the 10 lesser of: 11 (1) The limitation on itemized deductions under section 68 12 of the Internal Revenue Code; or 13 (2) Any of the following that may be applicable: 14 (A) $100,000 for a taxpayer filing a single return or 15 a married person filing separately; 16 (B) $150,000 for a taxpayer filing as a head of 17 household; and 18 (C) $200,000 for a taxpayer filing a joint return or 19 as a surviving spouse; HI�B1III586 HD1 HMS 2pp0IIII17u�-2244�II 23 llgVlll� lu�l�'�������I'�IUgtl��bllI��If��Wl�i - Page 2415 86 NO. 1588 H.D. 1 1 provided that the cap amounts established in this 2 paragraph shall not apply to charitable contributions 3 deductible under this chapter." 4 PART VII 5 SECTION 7. Statutory material to be repealed is bracketed 6 and stricken. New statutory material is underscored. 7 SECTION 8. This Act shall take effect on July 1, 2117; 8 provided that: 9 (1) Part II shall take effect on July 1, 2017; 10 (2) Part III shall take effect on July 1, 2020; and 11 (3) Parts IV, V, VI shall apply to taxable years beginning 12 after December 31, 2017. HB 15 86 I HD 1I HMS 2017-2244 017-2244 241 OURIH�pIIIIN� IL��I�tll���kl���INIIIIU���IIi��WW H.B. NO. 1H..DD.. 1 Report Title: Transient Accommodations Tax; Counties; Income Tax Rates; Personal Exemption; Itemized Deductions Description: Phases out the county allocation of transient accommodations tax revenues over a 3 -year period. Implements new income tax brackets and rates over a 3 -year period. Doubles the amount of the personal exemption. Places limitations on claims for itemized tax deductions. (HB1586 HD1) The summary description of legislation appearing on this page is for informational purposes only and is not legislation or evidence of legislative intent. HB1586 HD1 HMS 2017-2244 IM1111111111ilia 1!II� 11111,11111111/111