HomeMy WebLinkAbout01/06/2016 Budget & Finance Committee minutes MINUTES
BUDGET & FINANCE COMMITTEE
January 6, 2016
A meeting of the Budget & Finance Committee of the Council of the
County of Kaua`i, State of Hawaii, was called to order by Arryl Kaneshiro, Chair, at
the Council Chambers, 4396 Rice Street, Suite 201, Lihu`e, Kaua`i, on Wednesday,
January 6, 2016, at 8:34 a.m., after which the following Members answered the call
of the roll:
Honorable Mason K. Chock
Honorable Gary L. Hooser
Honorable Ross Kagawa (present at 8:59 a.m.)
Honorable KipuKai Kuali`i
Honorable Mel Rapozo (not present at 10:45 a.m.)
Honorable JoAnn A. Yukimura
Honorable Arryl Kaneshiro
The Committee proceeded on its agenda items as follows:
Bill No. 2606 A BILL FOR AN ORDINANCE AMENDING CHAPTER 5A,
ARTICLE 9, KAUAI COUNTY CODE 1987, AS AMENDED,
BY ADDING A NEW SECTION 5A-9.3, RELATING TO A
HOMESTEAD TAX CAP FOR HOME EXEMPTION AND LONG
TERM AFFORDABLE RENTAL PROPERTIES (This item was
Deferred.)
Councilmember Hooser moved for approval of Bill No. 2606, seconded by
Councilmember Kuali`i.
Committee Chair Kaneshiro: It has been moved and seconded. We did have
a presentation by Steve Hunt the last meeting we had, which was a few weeks ago. I
know we did not have time to ask questions, so if anybody has questions, I will
suspend the rules and we can ask the Administration questions on the presentation
and just in general on the Bill itself.
There being no objections, the rules were suspended.
Committee Chair Kaneshiro: Any questions from the Councilmembers?
Councilmember Yukimura.
Councilmember Yukimura: Good morning, Steve.
STEVEN A. HUNT, Real Property Tax Manager: Good morning.
Councilmember Yukimura: Happy New Year. In my opinion, there are
many problems with the proposed Bill, and I believe the Administration has an
alternative to suggest. Do you?
Mr. Hunt: The Administration has been working on
what we believe might be an alternative solution if the problem is stability of taxes
BF COMMITTEE MEETING 2 JANUARY 6, 2016
and predictability of taxes. That would be rather than a tax cap, it would be an
assessment cap.
Councilmember Yukimura: Can you explain how that would work?
Mr. Hunt: Sure. Under a tax cap, the actual taxes are
capped year over year. When you have a change, up or down, and you need to
generate revenue, right now, you have the authority to change the tax rates. Under
a tax cap, changing the tax rates may not impact the taxes from these groups of
properties that are in the cap. For instance, if you had Capital Improvement Project
(CIP) or additional debt service related to CIP or an unexpected lawsuit or an
environmental hazard or something that occurred that was beyond the Consumer
Price Index for All Urban Consumers (CPI-U) of Honolulu, which is the current
proposed cap, these groups of individuals under the cap, would not be participating
in that expense and all other taxpayers would have to bear that expense. So, that is
one of the challenges with a cap. Under a capped assessment, what you are doing is
you are limiting the net taxable amount. If the market value increases twenty
percent (20%) but you have a three percent (3%) or four percent (4%) cap on the
assessment, the year over year increase can only go up by that three percent (3%) or
four percent (4%) as prescribed. Then, the tax rate still has a meaningful impact
when you are actually setting the rates, which also helps on the calculation going into
budget because we will know what the net taxable is even with the capped amounts,
whereas under the cap tax system, we will not be able to do that because we actually
have to know the rates, we have to know which properties are capped, and also what
changes occurred within that property in terms of tax class, or additional
improvements, or subdivisions; those kinds of things. It is very difficult to calculate
without running the full tax calculation, which we do not typically do until tax rates
are set in June. That is usually when we run those calculations. So, it just makes
budgeting a little bit of a guestimate when we go in under a tax cap system. But
under an assessment cap, we will be able to actually tell you what those taxes would
be.
Councilmember Yukimura: There is also a problem with the tax cap in
that when the assessed values go down, then there is an increase in the...or maybe
you can help me.
Mr. Hunt: Sure. Because it is no longer tied to value
necessarily, you could have a property that increases year over year but actually to
the point where it has a decrease from one year to the next, but it is still well below
the capped tax, the market taxes, based on the actual tax rate times the net taxable.
So, you do have increases based on the cap because they are still below the prescribed
the market taxes. Now, one of the other challenges is in a market where the market
taxes get reset. For instance, in a down market say you bought close to the peak of
the market, started your cap, and then get a major readjustment for a couple of years,
as you try to climb out of that if the tax rates are not adjusted during that period,
that cap starts kicking in. For instance, if you had a tax bill that was capped close to
the peak market at say one thousand dollars ($1,000) and then your market taxes
drop to five hundred dollars ($500), you can only go up by the Consumer Price Index
(CPI) from the five hundred dollars ($500). You can never recoup to the one thousand
dollars ($1,000) that it started with when you were under the cap.
Councilmember Yukimura: So the fiscal implications to the County are
pretty dramatic in that case?
Mr. Hunt: It can be. The tax cap is not very forgiving for
market changes, at least in the down market. It is also not very forgiving for
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judgment errors by appraisers. If they happen to make a mistake in one year and
they realize it and they correct it for the following year, the tax calculation was
already done and the cap has already been reset. You cannot recoup that mistake.
It is pretty serious in terms of financial impact when you reset to a lower amount.
Councilmember Yukimura: What are the fiscal implications of your
proposal for a cap on assessment?
Mr. Hunt: I would say there really are none because the
authority with the tax rates still lies with this body. If the four percent (4%) cap or
three percent (3%) cap or whatever that capped amount of the assessment is, is lower
than the CPI, you have the ability to change or raise the tax rates if you have
unexpected costs that you want this group to participate in and want all groups to
participate in. I think it is very transparent that way because you are saying "here
is your three percent (3%) or four percent (4%) cap on your taxes" essentially, because
if you do not change the tax rates and that cap kicks in, it is proportional. But if the
cost of government rises more than that cap, you still have the authority to adjust
that and the rate, and you have a great explanation why. Here are the reasons. Here
are the costs that are borne by the County that need to be,covered and we are going
to have all groups pay for that proportionately.
Councilmember Yukimura: One of the problems with the tax cap, as
proposed, is it could affect our bond rating, could it not?
Mr. Hunt: It could.
Councilmember Yukimura: With the cap on assessment, that is not as
likely because you still have the flexibility of the tax rates?
Mr. Hunt: Right. Under and assessment cap, you are
not limiting the amount of taxes you can derive because you still have control of the
rates. The difference with an assessment cap and a tax cap is the rates are no longer
meaningful under a tax cap, but they still are under an assessment cap.
Councilmember Yukimura: But the assessment cap still gives you more
stability and predictability because it protects you against the really wild...
Mr. Hunt: Spikes.
Councilmember Yukimura: ...high increases.
Mr. Hunt: Correct. It takes out the spikes and the
valleys in that. I think my father once said "The real estate market is like a man
walking up a hill with a yo-yo." You have all this...eventually it just goes up and up,
but it is more gradual. But you are going to have years where you have spikes and
other years where you have drops. Overall on a long-term basis, it continues to rise
at a more gradual level, and this would take out the spikes.
Councilmember Yukimura: Okay. Thank you.
Committee Chair Kaneshiro: Councilmember Kuali`i.
Councilmember Kuali`i: Good morning, Steve.
Mr. Hunt: Good morning.
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Councilmember Kuali`i: Happy New Year. I appreciate some of the
answers to Councilmember Yukimura's questions. This Council or the previous
Council or prior Councils from 2011 to 2012, reduced the Homestead rate from four
dollars ($4) to three dollars and five cents ($3.05), and then it has remained at that
rate for the last four (4) or five (5) years, correct? In that same time, was anything
done on the other side as far as exemptions to deal with one of the issues of longtime
owners who have been staying in their house for a long time, a house nearby sells for
such a high value, then it really jumps their assessed value up, and then they have
to pay so much more taxes? What was done on the opposite side for exemptions?
Mr. Hunt: Sure. There were some relief measures, most
notably the exemptions were increased substantially and there were also some
income. I think the former circuit breaker program has been sort of migrated into
three (3) programs now. One is an exemption. If you are making less than eighty
percent (80%) of the median household income, you are eligible for an exemption of
one hundred twenty thousand dollars ($120,000) in addition to your primary home
use exemption. On top of that, they also have two (2) additional income-based relief
measures. One is the very low income tax credit, which if you are making fifty
percent (50%) or less of the median income, you pay in lieu of property tax, a three
percent (3%) of your gross income. So that really gets you to your affordability/ability
to pay as opposed to based on the market value of the properties. The third one is the
home preservation limit, which is for people who have resided on their property for
ten (10) years or more, are eligible for the Homestead tax class. Again, I think this
one, the income is set at one hundred thousand dollars ($100,000), but it is
titleholders that we are not having the one who is making the lease live in the
property and then the one who can afford to pay not contributing. So with this one,
we base on titleholders and that is set at one hundred thousand dollars ($100,000)
gross income for all titleholders. Again, same thing, they pay three percent (3%) of
their gross income.
Councilmember Kuali`i: Of those three (3) different opportunities, if
you will, to deal with that issue, the Homestead preservation limit, I think that is the
one that people maybe know less about.
Mr. Hunt: Correct.
Councilmember Kuali`i: That is directly to deal with that. If you will,
I think at one time I thought of it as a longevity exemption.
Mr. Hunt: It really was built around properties for high
value.
Councilmember Kuali`i: Oh, for high value?
Mr. Hunt: Where we needed to insulate that. The net
taxable from the prior year assessment had to be seven hundred fifty thousand
dollars ($750,000) or more. It really was the ones that are being priced out of their
neighborhoods because they live in desirable areas where the market values have
been increasing rapidly and they just do not have the means to keep up with the
taxes.
Councilmember Kuali`i: Okay. Then the only other question, I think
the last time you were here you had mentioned that if we were looking at a cap, it
would be better to look at a cap not on the overall tax amount that we end up with,
but on the assessment value change.
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Mr. Hunt: Correct.
Councilmember Kuali`i: And that it should also include not just a
ceiling cap, but a floor cap; something on the high-end and the low-end.
Mr. Hunt: I believe...
Councilmember Kuali`i: Can you explain that a little bit further?
Mr. Hunt: Sure. I believe the issue that we have with
resetting the taxes low and being able to climb out slow would be the same if you
allowed the market value to float way down in any given year, it would be very
difficult to climb out. We are talking about taking the spikes out, but we are also now
talking about taking the valleys out. So, you could have an inversion year where your
assessed value actually exceeds your market value, and that is basically a gradual
step down. So you are not recognizing if it is twenty percent (20%) depreciation in
one (1) year, you are not recognizing that full twenty percent (20%). That sort of
keeps the tax rates at a more stable level...
Councilmember Kuali`i: Understood.
Mr. Hunt: ...so you are not having to constantly have
volatile tax rates so people can predict what their taxes will be as well.
Councilmember Kuali`i: The only other thing then is, in the past when
there was a cap, it was a percentage. I do not know if it was two percent (2%) or three
percent (3%). In this new look at a cap, it is tied to CPI, and CPI can vary from year
to year.
Mr. Hunt: Yes.
Councilmember Kuali`i: What do you say about that? What is the
position on it?
Mr. Hunt: I guess from an assessment standpoint, the
CPI-U actually in some ways can be negative.
Councilmember Kuali`i: Yes.
Mr. Hunt: If we are looking at a range of what the cap
can be, are we going to have a negative cap? I mean, I do not know how you would
implement it. It almost has to be the absolute value in order to actually have a cap.
CPI may or may not be the measure of our cost of government too. That is the only
other concern. I think having a predictable amount, and I do not know if it is just
arbitrary, but it seems three percent (3%) to four percent (4%), up and down, would
seem to be a reasonable range and that would take gradual because the market tends
to move in about seven (7) or eight (8) year cycles and when it goes up and down.
Having that period of seven (7) or eight (8)years that are up and seven (7) or eight (8)
years down at a three percent (3%) or four percent (4%) will not have a huge impact
for that period of which it is capped. I think it will also help for those new
homeowners that are buying in, depending on when they buy in, to blend in because
as properties are going up, they are sort of held at the same percentage.
Councilmember Kuali`i: Just to add information on that, from 2010 to
now it was 2010, two point one percent (2.1%); 2011, three point seven percent (3.7%);
2012, two point four percent (2.4%); 2013, one point eight percent (1.8%); 2014, one
BF COMMITTEE MEETING 6 JANUARY 6, 2016
point four percent (1.4%); and 2015 at the first half of the year, it is at point seven
percent (0.7%).
Mr. Hunt: Right.
Councilmember Kuali`i: So, it does vary.
Mr. Hunt: It does vary and hearing those numbers too in
relative terms to our collective bargaining agreements, I do not hear one point four
percent (1.4%) increases either. So, we have to consider what the actual cost of our
obligations are too.
Councilmember Kuali`i: Thank you.
Committee Chair Kaneshiro: Councilmember Chock.
Councilmember Chock: Thank you. Hawai`i Island utilizes an
assessed tax cap.
Mr. Hunt: They enacted that, I believe, in 2009.
Councilmember Chock: At what percentage are they?
Mr. Hunt: I believe they are at three percent (3%).
Councilmember Chock: At three percent (3%). Do we have any
information on how that is progressing?
Mr. Hunt: Well, we have a copy of their Bill and
Ordinance. I have spoken to the Tax Administrator there. There are some challenges
with all caps. I think the biggest challenge that we would also face that they face is
how to treat what we call the "non-capped" portion of the property, which would be
improvements.
Councilmember Chock: Right.
Mr. Hunt: So you start with a certain physical
characteristic, but then you do an addition. That portion gets market for that year
and then gets blended into the total property going forward. There are some technical
challenges in how we compare prior year to the current year, whether it is cost to cost
and seeing what that is, and that becomes the non-Permanent Home Use (PHU)
portion that gets added to your three percent (3%) or four percent (4%) increase plus
the non-capped portion, and then the whole thing gets recapped. So there is nothing
that is really clean about it because properties just do not stay the same over time,
but those are things we can work through.
Councilmember Chock: Is there any indication that administratively,
running the assessed tax cap is more efficient for them financially or is it more
difficult?
Mr. Hunt: Financially again, you are still preserving the
rights to set the rate. Really, there should be no impact of a tax cap because you hold
the rate setting.
Councilmember Chock: Right.
BF COMMITTEE MEETING 7 JANUARY 6, 2016
Mr. Hunt: Obviously if values are going up, maybe
Council should be lowering the rate because they do not need the excess revenue. I
mean, that is the other flip side of this. By having an assessment cap, that still
affords you the ability to determine the percentage of taxes of revenue that are
supposed to come from each tax class, which I think is actually in Section 5A6.3(c) of
the Ordinance. It says, "Council shall set the revenue and determine the revenue."
Under a tax cap, I do not think you would be able to do that because you can
determine the rate, but until you actually run the numbers, you are not going to know
how much revenue is generated. So your percentage revenue may be different from
what you had envisioned when you set that rate.
Councilmember Chock: Hawai`i Island does not have a floor?
Mr. Hunt: No. Hawaii Island does not have a floor.
Councilmember Chock: Okay. Just so I am clear on the direction that
this conversation is moving and in trying to figure out how we want to move on this
current Bill is that assessed tax cap accomplishes the same outcome as the proposed
bill, but moves us sort of incrementally...still sort of ad valorem with the market
values, but at a more controlled rate. Is that correct?
Mr. Hunt: What it does is it allows the assessors to do
their job in a pure sense and determine the market value, but it does not recognize
the full market value in any given year where these floors or ceilings kick in.
Councilmember Chock: Okay. The cap came off in order to address
inequities. So that correction has been made at a cost to people.
Mr. Hunt: Yes.
Councilmember Chock: All at once. If we move towards an assessed
tax cap and this variable over time, will we have to once again come back and look at
a correction?
Mr. Hunt: It is difficult to say. I believe under what our
proposal would be, is the market value or the assessed value would be reset upon
sale. So there are going to be corrections when new owners come in. New owners
participate in the Homestead or under the Long-Term Affordable Rental or in
Commercialized Home Use if there is an exemption there. As these two (2) categories,
the Homestead and Commercialized Home Use turnover, there will be resets. So
those people buying in, it depends if they are buying in on a peak market or they are
buying in at the trough of the market and subject to those percentage increases. But
I think over time, it probably will be self-correcting because those are going up and
down, but at gradual amounts.
Councilmember Chock: I see. Last thing. I did have a chance to meet
with Steve and I just wanted to say that you had some good bullet points that you
shared with me. Since we got this on the table, if you wanted to have it dispersed
amongst Councilmembers. It is not in the current Bill. It is on what might be either
an amendment or a new bill that would support what Councilmember Hooser is
trying to accomplish.
Mr. Hunt: That is, I guess, a technical question that I
would probably rely on the County Attorney for as to whether this is substantially
different from the current Bill. If it has to be introduced as a floor amendment, then
we would continue to work on that. But if it has to be a new bill because it is
BF COMMITTEE MEETING 8 JANUARY 6, 2016
substantially different in topic of nature, then we would probably proceed that way.
I would rely on the County Attorney for advice as to whether we can even discuss
something that is not on the table today.
Councilmember Yukimura: It is an alternative.
Committee Chair Kaneshiro: Mauna Kea, could you would come up? I
think what we are basically trying to see the current Bill calls for a Homestead tax
cap and what we may be looking at is Homestead and Long-Term Affordable Rental
Assessment cap. Is that a big enough difference that we either can amend it or do we
have to do a new bill?
MAUNA KEA TRASK, County Attorney: Thank you. Aloha Committee
Chair and Honorable Members of the Council. For the record, Mauna Kea Trask,
County Attorney. If I may have one moment?
Councilmember Hooser: Chair, just a follow-up while the Attorney is
thinking. If this is the direction that the Committee wants to go in, another kind of
blended option might be a floor amendment and then another public hearing. I do
not know if that would satisfy it. I just wanted to make sure the County Attorney
heard that suggestion as a possible way to keep things moving rather than have this
extended delay while we wait a long time since we have already had a lot of
discussion. That was just a suggestion. Thank you.
Mr. Trask: Thank you. As you all know, the Department
of Finance through the Director, has the authority to collect taxes and you have the
legislative authority, plenary authority, to set Real Property Tax. Under Article IV
Section 4.02 of the County Charter, this is Subsection (C), "No bill shall be so
amended as to change its original purpose. Every bill, as amended, shall be in writing
before final passage." I spoke with Steve about this question before and really relied
on his expertise and the Department of Finance's expertise regarding this. I
acknowledge that I am a lawyer, but I also acknowledge that they are the Finance
people. In looking at this and the parameters, I think it will be okay. I do not think
it is a substantial change. What it is, is the collection of money, basically. In relying
on Steve's interpretation and generally what he explained to you right now, I think I
am comfortable moving forward without having to restart the clock. But of course,
the decision is yours if you want to defer or whatever.
Committee Chair Kaneshiro: Councilmember Yukimura.
Councilmember Yukimura: Yes. Given the County Attorney's opinion and
also a point made by Councilmember Hooser, I think it might be good to propose the
amendment and then have another public hearing so the public can be involved in
input on this. I think it is in the same direction. The amendment is in the same
direction as the original Bill, but I think it would be good to have the public's input
and to give them a chance to have input because it is not exactly the same. It protects
against radical increases, but it still allows some increases. Then if the public is
concerned about the other public purpose of having enough revenues and not affecting
our bond rating, that is also an issue too, or a difference between the two. So, it would
be good to air it in the public.
Committee Chair Kaneshiro: Council Chair Rapozo.
Council Chair Rapozo: I would agree that at the minimum we have
to do a public hearing. I do not want to see this start all over either, but it is a change.
It is a change in the title. It is a change in the purpose. I trust the County Attorney's
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opinion today off the cuff or maybe he has put some thought into it, but I would ask
that he seriously look at it, and in the meantime, we move on. This is just my
suggestion; that we move on with a public hearing because I agree with
Councilmember Hooser. I hate to see this be killed and start all over, but I also want
to make sure we are in compliance with the Charter because it is a change. To me, it
is a substantial change. When we look at whether it is a change or not, it is not just
about collecting taxes, no, because somebody is going to be impacted differently by an
assessment cap versus a tax cap, significantly. I would ask Mauna Kea to come up
with a formal opinion, but in the meantime, we move forward with the direction as
suggested by Councilmember Hooser because I too, do not want to see this delayed.
Committee Chair Kaneshiro: For me, I just want to move not the quickest
way possible, but the most efficient way possible rather than having to redo the whole
thing. I know there may be some other changes. It is not just changing the word "tax
cap" to "assessment cap." There may be further changes to the Bill itself and the
language, but I do not want to have to restart all over again. I am willing to go
whatever route the Councilmembers want. I just want to move in an efficient manner
rather than having to go back. Councilmember Hooser.
(Councilmember Kagawa was noted as present.)
Councilmember Hooser: Yes, follow-up on our conversation, if I could?
I want to thank Mr. Hunt for giving this the thought that it deserves. The proposal
that he is suggesting does, in fact, move forward in the same direction that I intended
when I introduced the cap, and that is to avoid big swings and big jumps in people's
taxes. So effectively, it will cap increases. I appreciate the thought that you put into
it. I sincerely do. Sometimes that is the purpose of these things that we do, is to force
the discussion otherwise it does not happen. Thank you for that. I do have some
questions.
Mr. Hunt: Sure.
Councilmember Hooser: I have not seen any proposed language. I
guess we are going to be seeing that. Should we assume this also would apply only
to Homestead exemption and the Long-Term Affordable Rental program as in the
proposed Bill?
Mr. Hunt: Correct. We are talking about two (2)
property classes, the Homestead, which is a combination of owner-occupants, as well
as the Long-Term Affordable Rentals that are participating in that class, as well as
the Commercialized Home Use where there is income being produced, but an
owner-occupant lives on the property with an exemption.
Councilmember Hooser: Okay. Thank you. Again, Hawai`i County has
this in place right now?
Mr. Hunt: They do for their owner-occupant class, yes.
Councilmember Hooser: Okay. That has been in place for how long?
Mr. Hunt: I believe since 2009.
Councilmember Hooser: Okay, and there is no floor to that though?
Mr. Hunt: No. No floor.
BF COMMITTEE MEETING 10 JANUARY 6, 2016
Councilmember Hooser: Okay. Yes, that is an area that I have to think
more about, the floor part also. Thank you. That is all I have for right now. Thank
you.
Committee Chair Kaneshiro: Council Chair Rapozo.
Council Chair Rapozo: Thank you. Steve, I had some questions. The
first question, when was the last time the Honolulu CPI had a negative value?
Mr. Hunt: I do not know offhand.
Council Chair Rapozo: I do not think we have seen one. I know that
was tossed around. That does not happen.
Mr. Hunt: I believe it has happened. I just have to go
back.
Council Chair Rapozo: You do not remember when?
Mr. Hunt: I do not remember the year.
Council Chair Rapozo: I know it has not since my recollection.
Mr. Hunt: Okay.
Council Chair Rapozo: I have been around a little while. The other
question is, Councilmember Yukimura talked about the possibility of a property value
going down or an assessment going down, but their tax rate going up with the cap.
Can you explain that? You gave an explanation, but I did not follow that.
Mr. Hunt: Sure. Say that your taxes were based on an
assessed value of four hundred thousand dollars ($400,000) and at three dollars ($3),
just say for round numbers, that is one thousand two hundred dollars ($1,200) in
taxes. That is your net taxes. That property goes up over years to six hundred
thousand dollars ($600,000) maybe seven hundred thousand dollars ($700,000). So
your market taxes now assuming the rate is still three dollars ($3), went from one
thousand two hundred dollars ($1,200) to two thousand one hundred dollars ($2,100).
Council Chair Rapozo: Without the cap?
Mr. Hunt: Without the cap, right. But your cap taxes
have only been increasing that the CPI. Again, let us say it is three percent (3%). So
your one thousand two hundred dollars ($1,200) plus other thirty-six dollars ($36), so
one thousand two hundred thirty-six dollars ($1,236) and then so on. When that
market turns from say seven hundred thousand dollars ($700,000) back to five
hundred thousand dollars ($500,000), you actually had a two hundred
dollars ($200,000) decrease in value.
Council Chair Rapozo: Right.
Mr. Hunt: But your taxes, which were based on the four
hundred thousand dollars ($400,000) which we are essentially capping, may still be
below what the five hundred thousand dollars ($500,000) at three dollars ($3). So,
one thousand five hundred dollars ($1,500) in taxes. You may only be up to one
thousand four hundred dollars ($1,400) in taxes by the third year, say. So your
capped tax at one thousand four hundred dollars ($1,400) even though your value
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went down from seven hundred thousand dollars ($700,000)to five hundred thousand
dollars ($500,000) in the year is still below the market tax in that year. So people,
they will see their assessment going and ask, "oh, my market value is here, it went
down this year. How come my taxes did not go down?" Well, because your taxes were
capped based on a much smaller amount.
Council Chair Rapozo: Oh, yes. Well, I mean, I guess I do not know
how anyone would argue or complain about that because they had saved thousands
and thousands of dollars.
Mr. Hunt: Believe me, they still do because there is an
anticipation when the market value changes that there is a reduction in taxes.
Council Chair Rapozo: Okay. Thank you.
Committee Chair Kaneshiro: Councilmember Chock.
Councilmember Chock: My questions are around the timing of the
proposed changes. It was not clear to me in the current Bill when that would go into
effect, which year it affects, and I would like to hear what that means for us in the
proposed amendment.
Mr. Hunt: Under the current Bill No. 2606, in
discussions with Tyler Technologies, I actually do not think it is feasible even for the
2016 bills, which will come out July 20th due August 20th of 2016. I do not know that
we will be able to make those substantial enhancements to the system to do a tax cap.
If we are to enact an assessment cap, obviously we have already sent out the
sixteen (16) notices. So, that would be the basis pending any appeals or reductions
that happened through the course of the year before the certified roll or after the
appeal hearings as the case may be. Those have become the basis for the 2017 value
cap if we decided to do that route.
Councilmember Chock: Okay. Thank you.
Committee Chair Kaneshiro: Councilmember Yukimura.
Councilmember Yukimura: I want to come back to the issue of whether
we need a new Bill or not? Something the Chair said did trigger in my mind the rule
we have always followed, which is the amendments cannot be contrary to the title of
the Bill. The title talks about a Homestead tax cap rather than assessment cap. I
am back to wondering whether in fact, legally, we can amend this Bill? Also, I do not
think we can just...if we are going a public hearing, we need to amend the Bill so
people know what the new modified Bill is looking like. We would have to put in the
new amendments before we go to public hearing. At this point, I am thinking that
we should maybe just, I do not know. We can postpone indefinitely, put this Bill on
the table, then introduce a new bill, and start that process, which should not take too
much longer than an amendment process because we are going to put the public
hearing in anyway.
Committee Chair Kaneshiro: The more I thought about it, I think it may be
more efficient to actually just do a new bill because it is going to be cleaner. We will
not get into that issue of are we able to change the title? If we change the title, is
that a significant change? If we are going to go through a public hearing, all we are
talking about is a first reading with a clean bill that everybody is going to know what
we are working on, a public hearing, and then our Committee Meeting.
Councilmember Hooser.
BF COMMITTEE MEETING 12 JANUARY 6, 2016
Councilmember Hooser: While I could argue the point whether or not
we need a new bill or not, again, if that is the will of the Committee, I would like to
offer to work with the Finance Director and put that bill together and reintroduce it
as the original introducer of the Bill that is before us.
Councilmember Yukimura: Fine.
Councilmember Hooser: If that is okay.
Committee Chair Kaneshiro: Yes.
Councilmember Hooser: Okay.
Committee Chair Kaneshiro: Council Chair Rapozo.
Council Chair Rapozo: I am assuming, Steve, you have language
proposed or suggested language for the change to assessment cap?
Mr. Hunt: I have a draft. I would like to vet it a little bit
more, but I wanted to have something as a starting block and then also get some
direction from this body as to whether it was going to be a CPI, a flat percentage,
whether the floor was going to be palatable, all of the things that I think would be
germane to the bell.
Council Chair Rapozo: I guess my question is how long do you need
because I want to see this. Maybe asking for this to be introduced as a new Bill next
week may be pushing it because we have to post by tomorrow, but I also do not want
to see this thing drag on beyond in all fairness because I think we want to make sure
that we vet all of these things and get it passed so that it can be implemented. Maybe
by tomorrow at 4:30 p.m. might be...that is not feasible. But I am willing for this
situation, because I think it is that important, that if we can get it done by next week
Thursday, the draft.
Mr. Hunt: Again, I would have to ask the Administration
too as to what their there is. If the draft can be amended or have floor amendments
and we have something that we can post just to have a starting block, that might be
okay. But if we actually want the final form and really thought through then...
Council Chair Rapozo: Obviously not the final form.
Mr. Hunt: Okay.
Council Chair Rapozo: It still has to come through this whole process,
unless you want to share what else you are look at changing. I mean, that can be
discussed today.
Mr. Hunt: I think the biggest thing I want to discuss is
with our vendor that is going to have to implement this. What software restrictions
might we have? What are the costs to do the programming to maybe change the
programming language to accomplish what the Bill intends? To some degree, I want
to know what I am getting into as far as an implementation standpoint.
Council Chair Rapozo: Is it different from the tax cap?
BF COMMITTEE MEETING 13 JANUARY 6, 2016
Mr. Hunt: It would be different from the tax cap. I would
like to start with Big Island as sort of what is Big Island doing in theirs and how are
they addressing changes to characteristics of buildings?
Council Chair Rapozo: I guess my question is with the current Bill
how it was a tax cap versus assessment cap, would it have required working with the
vendor to make changes?
Mr. Hunt: Massive.
Council Chair Rapozo: Okay. Regardless of what bill we have, that
issue is going to have to be done anyway.
Mr. Hunt: Right.
Council Chair Rapozo: That is not something new with a new bill.
Mr. Hunt: No, but from an efficiency and a money
savings standpoint, if we can...
Council Chair Rapozo: I understand.
Mr. Hunt: ...accomplish the same end game without
having it too difficult to program.
Council Chair Rapozo: My concern is getting a draft bill out that
meets your suggestions regarding appraisal versus tax. Is there anything else in this
Bill that would you would not like to see or like to see different in the appraisal cap?
Mr. Hunt: In the current tax cap Bill?
Council Chair Rapozo: The assessment.
Mr. Hunt: Oh, the assessment cap?
Council Chair Rapozo: The proposed assessment cap you are
suggesting. Anything else in the current Bill, besides that, besides going from a tax
cap to appraisal cap? Is there anything else regarding CPI? Anything else in this
Bill that you believe will be substantially different?
Mr. Hunt: I think I would prefer to have a flat
percentage rather than a CPI.
Council Chair Rapozo: Okay.
Mr. Hunt: It is just a little simpler to implement.
Council Chair Rapozo: Okay. So that is the two (2) major changes.
Mr. Hunt: The floor, a ceiling, and a flat...
Council Chair Rapozo: You are thinking about putting a floor as
well?
Mr. Hunt: I would be proposing a floor.
BF COMMITTEE MEETING 14 JANUARY 6, 2016
Council Chair Rapozo: Okay. Thank you.
Committee Chair Kaneshiro: Councilmember Yukimura.
Councilmember Yukimura: I do not think we should rush a complex bill.
I do believe we want to keep the momentum moving forward. I think there is a
further complication with the long-term affordable rental property because of that
issue where it is just addressing eighty percent (80%) of median income. I mean, we
have watch how much...when you give a huge incentive, then everybody wants in and
it gets pretty complicated. So you have to really be clear about what policies you want
to promote. There is that issue because separate from this Bill, we have been talking
about some gradation of incentive to include the other levels of affordability. You
cannot give all of those levels of affordability the same incentive because then
everybody will go to the higher rent and leave behind the lower rents, the eighty
percent (80%). I mean, I just want to point out that there is this issue that we need
to think about. I think it is going to take some thought and back and forth to figure
out that piece. Two (2) Thursdays. We do not have to have it for a Committee
Meeting. We need it for a Council Meeting. Maybe spend January working on this
and then for the first meeting in February or the first Council Meeting, try to have
something ready. So you can see I am not trying to look for a long delay, but enough
delay so that we have a good bill to start with and of course, there will be changes
and more input, but thinking through some of these pieces might be important.
Committee Chair Kaneshiro: Yes, it is not going to be rushed. I mean, the
bill is going to come through like any other bill. We are just asking that they put a
precedent on it as far as getting it into the Chair as soon as possible. It is going to go
through the same process that any other bill goes through. It is going to get
scrutinized as any other bill goes through. It will be pretty much the same.
Councilmember Hooser.
Councilmember Hooser: I mean in a sense we have been waiting a long
time already. Property owners have been getting increased assessments and
increased taxes and the purpose of this measure is to stop that. I do not want to see
it personally and I do not think property owners want to see it go on for another year
or even six (6) months. I think what we need is a credible vehicle and Hawai`i County
has a law in place now that has been in place since 2007 or 2009.
Mr. Hunt: 2009.
Councilmember Hooser: Okay. It is been in place for a number of years
and it has been either working or not working. So we have got a good model, I think,
to look at and as a starting point for a vehicle. I think taking that model and having
the County Tax Director look at it with my input and others involved who are
involved, we could come up with a credible solid vehicle within a relatively short
period of time. I would say within two (2) weeks if we really want to do this, then put
it on the floor, go to public hearing, and move it forward. Like you said, Chair, this
will go through the process. It is not cutting corners, but I think we need a solid
vehicle and I think that is doable within two (2) weeks.
Committee Chair Kaneshiro: Councilmember...
Council Chair Rapozo: No. I will just say I will save it for discussion.
I do not have any questions for him.
Committee Chair Kaneshiro: Councilmember Chock. Let us bring it back
to questions. I think if we are going to go the route of preparing a new bill, then we
BF COMMITTEE MEETING 15 JANUARY 6, 2016
are going to probably need to stop talking about the assessments and we will either
stick to any further questions on clarifying what is in the current Bill and then we
will probably have to defer this one, and move on. Councilmember Chock.
Councilmember Chock: Two (2) weeks ago when we had this
discussion on the table, a beacon of light was shown to us by Mr. Hunt and so I asked
for a meeting to consider this. We were able to meet. So my question is, what I would
like to do is ensure that these bullet points do get circulated to the Councilmembers
with the permission of Mr. Hunt now. I am happy to defer to the introducer to
continue the process on getting the next amendment or the new bill for it. So, if that
is okay, that what I would do.
Mr. Hunt: That is fine with me.
Councilmember Chock: Thank you.
Committee Chair Kaneshiro: Councilmember Kagawa.
Councilmember Kagawa: Steve, I just want to clarify some things about
this cap. What year did we remove the original cap?
Mr. Hunt: The tax cap? I believe it was 2014.
Councilmember Kagawa: 2014? The first year we removed the cap,
right away, the Council proposed a huge Band-Aid, right?
Mr. Hunt: Yes.
Councilmember Kagawa: It was two hundred fifty dollars ($250)...
Mr. Hunt: Tax increase.
Councilmember Kagawa: ...limit on any increase.
(Councilmember Chock was noted as not present.)
Councilmember Kagawa: So no increase beyond two hundred fifty
dollars ($250) was allowed?
Mr. Hunt: Correct.
Councilmember Kagawa: And then this year, or last year, we let the
taxes go?
Mr. Hunt: Correct.
Councilmember Kagawa: Basically. Now we are saying that we need a
cap again. How long was that original cap on, in place?
Mr. Hunt: The cap began in 2004.
Councilmember Kagawa: The cap went on for ten (10) years, and there
was a cap before that as well, right?
Mr. Hunt: No. There was a Permanent Home Use
dedication program, which actually was a ten (10) year commitment where they
BF COMMITTEE MEETING 16 JANUARY 6, 2016
would record against their property. I think it was a six percent (6%) maximum
increase and that was an actual recorded program under a dedication. But prior to
that, no, we did not have a cap before 2004.
Councilmember Kagawa: The cap from 2004, that lasted for ten (10)
years.
Mr. Hunt: Yes.
Councilmember Kagawa: That limited any increase to two
percent (2%)?
Mr. Hunt: Initially, the first year was six percent (6%),
then it went to two percent (2%), and then I believe the final two (2) or three (3) years
the cap was adjusted to the CPI-U.
(Councilmember Chock was noted as present.)
Councilmember Kagawa: So the cap was basically no higher no higher
than six percent (6%) over your previous bill, the increase?
Mr. Hunt: Correct.
Councilmember Kagawa: After four (4) years, it became for the last
six (6) years of that cap, it was no higher than two percent (2%) of your previous bill?
Mr. Hunt: I think the first year, 2004, was six
percent (6%) and then 2005 was two percent (2%). I believe it was about 2009 or 2010
that they converted to the no higher than the CPI-U of Honolulu.
Councilmember Kagawa: Okay. So, in 2009 it changed to the CPI-U?
Mr. Hunt: Correct.
Councilmember Kagawa: Okay. I just wanted to clarify for the past
history of having the cap. Thank you. Thank you, Chair.
Committee Chair Kaneshiro: Councilmember Kuali`i.
Councilmember Kuali`i: In a way based on some of the comments and
the line of questioning here with Vice Chair Kagawa, you are not saying that Real
Property Tax and the Administration is recommending that we do this type of cap?
You are saying more along the lines of if you are going to do a cap, we do not want
you to do this current version because it will create havoc and more problems than
solutions in a sense.
Mr. Hunt: That would be a fair summation. I believe no
cap is probably preferred, but that does not address what I would call the micro
economies where maybe the overall appreciation is six percent (6%), but regional
appreciation in certain properties is twenty percent (20%) in a year. So that does not
solve the tax volatility, but it also does not allow for corrections in the market where
maybe people were under assessed and you have a bunch of sales that address that.
You bring them up to market so that there may be a twenty percent (20%) that was
justified because it was a slow appreciation never recognized because of limited sales
in the area. It still potentially could create some inequities. I think having a floor
and ceiling over time will rectify that, but yet to be seen.
BF COMMITTEE MEETING 17 JANUARY 6, 2016
Councilmember Kuali`i: So considering the option of leaving things
as-is, no cap, can you show based on some of these newer exemptions and this
homestead preservation limit because obviously you are putting that in place to try
and minimize the problem or the drastic changes and impacts on individual
homeowners. Can you show the improvements or do you need more time for it to take
effect? Has some of it just happened?
Mr. Hunt: Some of them are very new Ordinances,
especially like the very low-income where we are really only in our second year on
that now, but it has been a program that is being more widely used than before.
What, I think, is great about that is it is very targeted. Just limiting taxes to property
owners that could otherwise afford to pay them does not seem to be very fair because
it really then is tying it to their date of ownership or what the taxes were and it
penalizes potentially new homeowners coming in that may have less means, but the
cap is just across all properties. I was always a proponent of the targeted relief and
I certainly want to help those that need the help. I think part of the problem is just
how to reach...there is not enough people that may be eligible that are applying.
Despite direct mailers, despite Granicus and Ho`ike televising, despite print
advertisement, and even going into community centers, we are still not reaching
everyone that could benefit, and that is just the challenge.
Councilmember Kuali`i: Yes. The other thing is that, I think and I
would like your help with this because I have done some analysis in broad total terms,
like on what the tax rate was for the last four (4) or five (5) years and then what the
tax revenue was by class like Homestead and Single-Family/Residential. The new
third one you are saying that is added is Commercialized Home Use. But that new
rate of five dollars and five cent ($5.05) only started in 2015.
Mr. Hunt: Correct.
Councilmember Kuali`i: Now we are going to get information on that
for last year coming up?
Mr. Hunt: Right. When we had the combination of
removing the cap in 2014 and properties that we are being used alternatively,
especially with vacation rentals because of the tax rate increase to that category, the
newly created category, it was a double effect. It was sort of being released to market
value and you are getting a higher rate. There were some tremendous swings and
taxes for those properties. Commercialized Home Use, I think, did quell a lot of those
problems that came up. I think many of the people that testified before you after the
removal of the cap were in those Residential/Vacation Rental class properties that
had multiple uses and they were the ones that got penalized by the double rate and
unleashing the tax cap. I think that has helped. Now, there still are concerns that
have been expressed in some of the prior public hearings about the volatility of
market value, and I think again, an assessment cap would take out some of that
concern.
Councilmember Kuali`i: Yes. Part of the help in putting this together
is there is the two (2) ways to look at it; the whole picture and then the pieces of
individuals impacted and how we minimize that.
Mr. Hunt: Right.
Councilmember Kuali`i: Because clearly you also control the net
taxable value and then the revenue by classes. So, the percentage and everything. I
think when the Council looks at the big picture come time for setting the property tax
BF COMMITTEE MEETING 18 JANUARY 6, 2016
rates, we can make fine-tuned adjustments with the rate based on the whole big
picture. But now we are looking at the individuals impacted and how we minimize
that. No system probably can make it perfect for everybody, but it helps. The only
other thing is that in addition to all of these newer exemptions like this home
preservation and what have you, what can people file a tax appeal based on?
Mr. Hunt: They can file an appeal based on assessed
value. So, if they believe that their assessed value is greater than fifteen
percent (15%) above the market value, then they can file an appeal. Of course the
burden is for them to show with either comparables or other information that they
are over assessed and prove what the market value is. They can also appeal on denial
of an exemption. Of course they have to have met all requirements including filing.
We get a lot of filings that missed the filing deadline and come in, and check off denial
of an exemption, but if you missed the filing deadline, that was one (1) of the
requirements. They can file on illegal or I think unconstitutional, which is more
Federal and those typically are filed in Tax Court whether the County of Kaua`i even
has the authority to charge property taxes. That is a Constitutional filing. You can
also file on tax class. If you believe your tax class is misstated, you can file to have
that amended and provide evidence. Primarily, we are getting a lot of Vacation
Rentals or former Vacation Rentals that were sold and not being used as Vacation
Rentals that are now long-term or owner-occupants that will come and file for change
of use class.
Councilmember Kuali`i: Based on appeals that happen year to year,
has the County worked to minimize that the next year?
Mr. Hunt: Well...
Councilmember Kuali`i: Like if somebody is missing the tax deadline,
right. I mean, that is obviously something that can be fixed pretty easily. They just
need to make the deadline the next year.
Mr. Hunt: For the following year. Yes. So, people who
apply late...
Councilmember Kuali`i: If they qualify.
Mr. Hunt: ...we roll them into the next year
automatically and if they are applying for a home exemption and they applied in
December and the deadline was September 30th, then we are going to get them for
the 2017 year. They do not need to reapply. We roll those applications into the next
year.
Councilmember Kuali`i: Because in general, I think if we play a bigger
role as we can as resources allow in having more people take advantage of the
exemptions that they are entitled to, then the problem areas become smaller.
Mr. Hunt: Right.
Councilmember Kuali`i: Because you have these programs in place,
but we need to make they are being used, how it is impacting, and how it is helping.
Mr. Hunt: On the value appeal, actually, I would
consider myself doing a poor job if we had zero (0) appeals. That means we are
probably well under assessing the properties.
BF COMMITTEE MEETING 19 JANUARY 6, 2016
Councilmember Kuali`i: Right.
Mr. Hunt: Therefore, there should be a certain amount
of people that are appealing. I think typically it is about three percent (3%), maybe
two percent (2%) of the properties that appeal. We just realized that when you are
doing mass appraising and you are shooting for one hundred percent (100%) market
value just on a standardized bell curve, there is going to be a certain number of people
outside. Obviously on the low side, we do not hear from the ones that are probably
under assessed, but the ones that are over assessed, we hear from. We try to hear
their reasons. Sometimes we have to make adjustments. It could be overbuilt for the
neighborhood. It could be an issue where we were not aware. They had a view and
now the vegetation has grown. It is not on their property so they cannot cut it. They
have lost their view. Things like that that occur over time that we have to continually
review properties for their value.
Councilmember Kuali`i: The last thing, for real. How early, and I
should know this, but how early in this new year will we know what the new assessed
values are and how that will impact the forecasted real property tax revenues for this
next year?
Mr. Hunt: We are hoping to complete our certified roll
February 20th. Although appeals have closed, we are still getting postmarked appeals
that met the December 31st filing deadline. We are still reviewing those. We have
what we call a "reprint period." So based on the information that is submitted in the
appeal itself, we believe the assessment is incorrect. Rather than go through the
formal appeal process, we just do reprints and correct that in advance. Those that
we feel are appeals that we need to handle because we believe strongly in the value,
those get lodged as appeals. We have to process the funding and log those onto our
roll for the certification.
Councilmember Kuali`i: Thank you.
Committee Chair Kaneshiro: Councilmember Hooser.
Councilmember Hooser: Just a couple of questions.
Mr. Hunt: Sure.
Councilmember Hooser: The issue of exemptions came up and we have
a long menu of exemptions.
Mr. Hunt: We do.
Councilmember Hooser: Too long in my opinion. But to be clear, the
purpose of this again, the original Bill and I believe the proposed amended one, is to
stop widespread swings and sudden unexpected swings in property values. If a
couple, husband and wife, small family, both working, living wherever and they have
a home that is worth four hundred fifty thousand dollars ($450,000), their taxed at a
certain level and get their homeowner's exemption. Then, the house next door, which
is roughly the same size house and same lot size, sells for one million
dollars ($1,000,000), it is likely that their assessment will double the following year
when it is reassessed. Is that an accurate statement?
Mr. Hunt: To the degree that is the market.
Councilmember Hooser: Yes.
BF COMMITTEE MEETING 20 JANUARY 6, 2016
Mr. Hunt: I mean, if it is one million dollars ($1,000,000)
sale and we have a whole bunch of five hundred thousand dollars ($500,000) sales in
the same neighborhood, we are going to look at that million and say, "Why did they
pay so much for this?"
Councilmember Hooser: Right.
Mr. Hunt: But if you have a couple of million dollar sales
or competing neighborhoods and that becomes the market, that is correct. You would
go from an assessment of four hundred fifty thousand dollars ($450,000) from the
prior year to one million dollars ($1,000,000) if that is the market.
Councilmember Hooser: Right, and that family could appeal, but that
is the market, and have to pay the increased tax period. So, their taxes could
conceivably double in that period?
Mr. Hunt: Right.
Councilmember Hooser: And there is nothing they did differently. It
is the same house, it is the same everything, and same income.
Mr. Hunt: That is correct.
Councilmember Hooser: I think that is the heart of what we are trying
to deal with here, and I think that the assessment cap, I am increasingly think it is
a good idea. I have to learn a little bit more about it. The math, I mean, the three
percent (3%) of one million dollars ($1,000,000) and three percent (3%) increase of a
tax are not necessarily the same in terms of the impacts as they go up. I would like
to see the dynamics of that math as we go forward. But I just want to make it clear,
and thank you for answering the question that regardless of exemptions in many
cases through no fault of the homeowner, their property taxes can be increased
dramatically, primarily as a result of somebody coming in their neighborhood.
Mr. Hunt: Right, but I want to be clear. Their
assessments can be increased dramatically. Property taxes are a function of value
and rates. If it is an islandwide increase of this kind of magnitude, clearly you can
adjust the rates if you do not want to see that kind of increase in taxes.
Councilmember Hooser: We can increase the rates to the...
Mr. Hunt: Decrease the rates.
Councilmember Hooser: ...body, to the entire body of property owners.
Mr. Hunt: That is correct.
Councilmember Hooser: We cannot target that one (1) property owner
and lower their rates?
Mr. Hunt: Correct. That is where the regional issue
comes in where if a certain segment of the market is outperforming and you have new
sales that justify a substantial increase in one (1) area, they are subject to that.
Councilmember Hooser: But we do not differentiate when we are...
Mr. Hunt: No we do not.
BF COMMITTEE MEETING 21 JANUARY 6, 2016
Councilmember Hooser: Right.
Mr. Hunt: Right.
Councilmember Hooser: The only one that has been proposed anyway
to offer protection to these homeowners is a cap of some sort, either a cap on the actual
tax, which I proposed, or this assessment cap that you have suggested?
Mr. Hunt: Correct.
Councilmember Hooser: Okay. Thank you.
Committee Chair Kaneshiro: Any further questions for the Administration?
If not, I am going to suspend the rules and I am going to open it up for public
testimony. The public testimony is on the tax cap. Do we have anyone signed up?
ALLISON S. ARAKAKI, Council Services Assistant I: We have one (1)
registered speaker, Glenn Mickens.
GLENN MICKENS: Thank you, Committee Chair Kaneshiro. For
the record, Glenn Mickens. With your permission, I have Walter Lewis' testimony
here. I would like to read for the viewing public. I think you folks have a copy of it.
Before I start, I want to say I have tremendous respect for my friend Walter Lewis,
the same as I do for Steve Hunt. I do totally agree with Councilmember Hooser, with
his Bill No. 2606 to have a cap on our property tax. It did work with Proposition 13
in California and I believe it was working with our previous cap. I hope an equitable
solution can be found with all participants especially property owners. Yes,
Councilmember Hooser. I am using your name personally and complimenting you
since it is your Bill. I believe I should have the right to address you or any member
of the Council positively or negatively if it is their bill or their prediction.
This is Walter's testimony. I hope you get together with it. When using best
practices, County government has an elected legislative branch, often called the
"Council,"which makes policy determinations through Ordinances and programs. An
Executive Branch headed by a Mayor or a Manager, which carries out the laws and
programs in considering policy issues the Council may seek information and
assistance from the applicable operating Departments on Kauai. The Mayor has
frequently sought a more active role. The County needs revenues to meet its
operating costs. Arising from the Home Rule of the 1978 State Constitutional
Convention, the County obtained the authority to run the real property tax function
previously controlled by the State. This tax now provides most of the County
revenues. When the County tax regime began, all classes of taxpayers paid at the
same rate. Over the years after obtaining the authority, the Council made policy
determinations to reduce the burden of property tax on properties owned and
occupied by residents. In the course of exercising its policy discretion, the Council
created the Homestead class of taxpayer, decreased rates applicable to this class, and
augmented exemptions. In 2005 in response to a Charter Amendment, capping
resident owner taxes which the County contested, the Council adopted a similar
resident owner tax cap. In the post 2005 period while there have been some
variations, although resident owner property constituted thirty-five plus percent
(35+%) of the total assessed values. Resident owners paid only about ten percent
(10%) of the total property tax revenues. The power of the Council to make reasonable
allocations of the impact of property taxes among taxpayers is unchallenged. One of
the policy issues in making such allocations is whether to use a tax limit as to some
taxpayers or whether to achieve a desirable allocation by using annual valuations...
BF COMMITTEE MEETING 22 JANUARY 6, 2016
Committee Chair Kaneshiro: Mr. Mickens, your time is up.
Mr. Mickens: Okay.
Committee Chair Kaneshiro: You can have another three (3) minutes after
others testify.
Mr. Mickens: Thank you Committee Chair Kaneshiro.
Committee Chair Kaneshiro: Anyone else wishing to testify on this matter
for the first time?
KEN TAYLOR: Chair and members of Council, my name is
Ken Taylor. Actually, I have a question that I would like clarification and resolution
on. I understand you are going to make some changes to this Bill. Is the Bill going
to get rewritten or is it going to just get some changes made to it? That is one
question. The other was in reference on page 2, B. It talks about if the property
receives a Homestead tax cap subsequently increases in assessed value due solely to
actions of the owner in changing within the property itself such as limits to change,
change in the agricultural use. This is a little confusing to me because it is my
understanding that agricultural land, under normal circumstances, cannot have
multiple family units or be used as Bed & Breakfast. Can you clarify that for me,
please?
Committee Chair Kaneshiro: Sorry. Ken, your testimony is still going on.
We usually let you do the testimony and we will try and clear it up in discussion if
anything.
Mr. Taylor: I am sorry.
Committee Chair Kaneshiro: We are not going to answer your question
during your public testimony, but hopefully someone will try to clear it up in the
discussion. Right now it is just your time for public testimony.
Mr. Taylor: I will waive my rights. I am sorry. I will
waive my rights to many concerns of embarrassment or anything. You are just
clarifying the Bill that is on the floor. I would appreciate...
Committee Chair Kaneshiro: Your public testimony is still going on.
Mr. Taylor: The testimony is in reference to clarification
of the Bill that is on the floor. Whether I sit down...would you please resolve this
problem in a public manner? There are others in the community also that would be
interested in knowing if this opening the door so that all agricultural lands can have
multiple units of affordable housing projects or can they also...
Committee Chair Kaneshiro: Your three (3) minutes is up. If you want
another three (3) minutes, you can come back? Is there anyone else wishing to testify
on this matter for the first time?
JOE ROSA: Good morning. For the record, Joe Rosa. You
know, it was from way back when Councilmember Yukimura was the Chairman of
the County.
Committee Chair Kaneshiro: Mr. Rosa, try to refrain from pointing out any
Councilmembers. Thank you.
BF COMMITTEE MEETING 23 JANUARY 6, 2016
Mr. Rosa: I want to emphasize something Committee
Chair Kaneshiro. That is how far back things have been come out like fair market.
I myself had to make appeals on fair market because what is fair market? I hear it
time and time again, fair market, fair market. Fair market is something that people
can afford to buy, not what is a given estimate by a real estate agent who sells it
double the price of what the County say is market value on your tax statement. I
myself, I had to appeal two (2) times because inflationary based on properties sold at
Laukona, Hanama`ulu, and at Puhi. They inflated the price way over the fair market.
So what is fair market? Fair market is a price that you and myself can afford to buy,
but the real estate says, "Oh, that is the market value." They said land is scarce.
Like hell. Land is not scarce. Look at the papers today. It is not moving. Some of
the advertisements I see in the paper say it over and over because it is not a fair
market where people can afford to buy it. I myself, if I was in a situation today when
I bought it in 1960, I would not be able to afford to buy it. I will be honest with you.
There is a whole lot of people out that are struggling because the County puts value
on a market value and yet, when you the homeowner wants to sell it, you set a price
and you have to sell it, you have no takers, you give it to the real estate, it doubles,
then the County goes by what was sold, and they charge everybody else in the area.
That is not right. So that is the thing I had to say to you people to look into it and
confirm the word fair market. Is it based on County market value or a real estate
value? I thank you.
Committee Chair Kaneshiro: Thank you. Anyone else wishing to speak for
the first time?
BRUCE HART: For the record, Bruce Hart. Part of the reason
I wanted to get up here is I just wanted to say happy New Year.
Council Chair Rapozo: Same to you.
Mr. Hart: On the subject of housing, I think
Councilmember Hooser defined it well, what is really trying to be done. I want to
commend the Council. There was an op-ed in The Garden Island recently by one (1)
Councilmember. Right on. This Council has tremendous power. As I have sat here
over the months, I see just how much power you have. I want to encourage you to
work together on things like this. If you work together, we can have affordable
housing. We can bring relief to some of the people who have lived here their whole
lives and have bought, worked, and now would like to be retired and enjoy this
wonderful island. They cannot because of economics. I think that sometimes people
get up here and they do not think that you all realize that you are human beings.
You all live here too. Not all live in million dollar homes. Some people have one
million dollar ($1,000,000), they want a property, and they are willing to pay it even
though it is way above market value. They are willing to come into an old
neighborhood and they want that home. They have twenty (20) years left they figure,
and they are not going to take the money with them so they buy it. That is the kind
of problems. It is a wonderful place to live, but if we work together, all of us, we can
come up with solutions. I just wanted to encourage you. Thank you.
Committee Chair Kaneshiro: Thank you. Anyone else for the first time? If
not, Mr. Mickens.
Mr. Mickens: Thank you, again, Committee Chair
Kaneshiro. For the record, Glenn Mickens. Let me continue. The property tax cap
was removed by Council in 2013, but because of much taxpayer protest, the measure
to reinstate it for resident owner-occupied property was recently introduced by
Councilmember Gary Hooser. At the Council's December 9th meeting, the County
BF COMMITTEE MEETING 24 JANUARY 6, 2016
Department of Finance offered a twenty-two (22) page presentation, which took over
thirty (30) minutes of Council time. Other witnesses were limited to three to six (3-6)
minutes. The presentation provided some history and background, but what was
basically a brief opposing the cap and reintroduction. The brief expressed in some
cases overstated the contentious customarily made by those favoring annual
valuations, but was devoid of any balancing comments justifying a cap.
An illustration of the dubious contentions made in the brief was one arguing
that the administration of the cap by the Tax Department could take up to one
hundred thousand dollars ($100,000) more than using annual valuations. There are
about twelve thousand (12,000)properties owned and occupied by residents requiring
an annual assessment of estimated value. This is a time consuming and often
inaccurate effort. For the cap, a property typically needs to be only valued once except
for the relatively infrequent characteristic changes. The manpower savings in the
administration of the capped method appear obvious.
Another illustration of exaggerations made in the brief is that although
stability for the taxpayers in the cap is acknowledged, dire consequences are
predicted for the County if the cap impairs revenue. The fear mongering is apparent
as the cap only affects taxpayers who pay about ten percent (10%) of the total property
tax revenues and the fact that the Council can always amend the law if it needs to.
Other inappropriate instances in the brief could be cited, but I do not wish to belabor
that point.
In my view the County's Department of Finance was condescending and
overstepping its proper role to be adjunct to the Council decision making and instead
tried to usurp the policy making prerogative that properly belongs to the Council.
(Councilmember Kuali`i was noted as not present.)
Mr. Mickens: The key point though, is that the Council has
on many occasions, determined that resident homeowners should be sheltered from
the full force of property tax. The present issue is simply what the form of that should
be. The Council has a choice of providing what the tax collector wants or what the
taxpayers want. The question of what taxpayers want was resolved about ten (10)
years ago when the residents voted about 2:1 in favor of a tax cap. Nothing has
changed since then. Thank you, Committee Chair Kaneshiro.
Committee Chair Kaneshiro: Thank you. Anyone wishing to testify for a
second time? Mr. Taylor.
Mr. Taylor: Chair, members of Council, Ken Taylor. This
being the first meeting of the new year, this would be an opportune time to start a
good transparency policy. It is really sad to try to participate in activities here at the
County building when we cannot get answers to simple questions, we cannot get
documents when they are passed out during the meetings, and so on. We have to beg
and beg and beg. It seems like transparency is something that is second nature to
this Council, and it should be the utmost importance to each and every one of you. I
would just like to see starting with this meeting and moving forward through the
year, that transparency be a top priority. Thank you.
Committee Chair Kaneshiro: Anyone else wishing to speak for a second
time? Seeing none, I will bring this meeting back to discussion.
There being no further testimony, the meeting was called back to order, and
proceeded as follows:
BF COMMITTEE MEETING 25 JANUARY 6, 2016
Committee Chair Kaneshiro: I just want to say if we are looking to do a new
bill, we can do...I will let everybody do their final discussion, but we can do one (1) of
go two (2) things. We can either withdraw the motion to approve and just receive it
or we can vote "no" on the approval, which in a sense is receiving the Bill anyway. I
will let the discussion happen first and then we can decide if we just want to vote "no"
on approval and it will just get received and move on, and we will have the new bill
coming up. Councilmember Hooser.
Councilmember Hooser: Yes, thank you, Chair. I think I would
suggest more than likely to withdraw motion to approve and motion to defer for
two (2) weeks. I do not want to take this off the agenda until we have something else.
I think it is something that we need to move forward and I am concerned that if we
take it off the agenda totally, that it could be months, possibly. Having said that, I
am willing to commit personally, to reintroducing something promptly working with
the Administration. What I would request is we defer for two (2) weeks, give myself
time maybe working with another Councilmember, and the Administration, and then
reintroduce something else. I think this is clearly a topic that needs to be dealt with.
It is an important concern and a real problem with the wide fluctuations we have had
year after year after year. I would like to see it that way. Thank you.
(Councilmember Kualii was noted as present.)
Committee Chair Kaneshiro: Any further discussion? Councilmember
Yukimura.
Councilmember Yukimura: I am willing to defer it for a month because I
want to respect the need of the Administration to work out the details, otherwise, I
guess a motion to receive would be appropriate. I appreciate all of the discussion and
the work that has gone on, and I think we are moving in the right direction in a way
that is going to address the concerns that brought this Bill up in the first place, but
in a way that is going to be both fair and workable for the other purposes of our
County including raising enough revenue and having proper equity. I really
appreciate all of the work that has gone into this. I really hope for a good process in
putting the new bill forward.
Committee Chair Kaneshiro: Any further discussion? Council Chair
Rapozo.
Council Chair Rapozo: Thank you. The reason for doing a new bill is
really because of a technical flaw. It is a simple amendment, really, that changes the
method of the cap, but because of the Charter, in my opinion, it does require a new
bill. Councilmember Hooser, I think, suggested two (2) weeks. I think that is fair, I
mean, I think that is a lot of time. Number one, I am not going to support a deferral
for a month because as Mr. Hunt said, the rolls come in in February, right? The tax
rolls come up in February. Before you know it, we will be up on a new tax year. If
Councilmember Hooser can get a draft bill submitted by the 22nd of this month, then
we will put it on for the 27th of this month. That is what I am looking at. I am looking
at a new bill by the 27th because again, structurally, I do not see much change. I see
a change in the purpose, I see a change in the title, and I see a change in the method
of the capping. That is what I see. I think the discussion will come when with it
reaches Committee. That is where we fix it. We are not going to come and try to put
up a perfect bill before this bill is introduced. I think time is of the essence. I think
it is important, and I think two (2) weeks for Councilmember Hooser to work with
Mr. Hunt to get a draft proposed is sufficient. I think two (2) weeks is plenty. Then,
we will work out the details and the methods or whatever at that time.
Councilmember Yukimura can work with Councilmember Hooser. I am not sure if
BF COMMITTEE MEETING 26 JANUARY 6, 2016
you are working with anybody, Councilmember Hooser. If anyone has concerns about
what they want to see, I would suggest letting Councilmember Hooser know. But I
believe that two (2) weeks is sufficient for a draft bill to be brought in because again,
we are not changing much. We are trying to meet requirements of the Charter and
the simple change.
Now the impact between someone that would by receiving a tax cap and that
same person getting an assessment cap could be night and day. It could be
substantially different and that is why I was uncomfortable with just amending this
Bill because the impact to the public is going to be or can be pretty significant. But
that is something that we need to vet out in the Committee Meetings. At the end of
the day, if we are worried about cutting revenue, if we are worried about reducing
revenue to the Administration, that is where the Council has to adjust the tax rates,
and that is not possible with the tax cap, but it is with the assessment cap. So, that
is just the way it is. It is going to impact revenues. It will. It may reduce revenues
substantially. Then, this Council is going to have to make that decision of how we
raise the tax rate. That is just the way. We have to pay for government. We cannot
get around that. I guess my commitment to Councilmember Hooser is the 27th. If we
can get the draft up, we will post it for the 27th, and have the public hearing hopefully
in the first week of February. Thank you.
Committee Chair Kaneshiro: I mean, I just want to make a quick comment
again as far as the deferral goes. For me, I am confident that Councilmember Hooser
is going to be working on this Bill. I do not really see a need for us to have to keep
this Bill deferred because I think we are almost at a point of saying, we are going
scratch this Bill and we are going to look at this new bill. For me, if we want to just
vote "no" on it now and get it out already, we will still have to talk about it at our
Council Meeting. I think our focus is going to be on this new bill that Councilmember
Hooser is going to be doing anyway. I do not really see the need to defer it, but for
me, it is just hey, we scratch this one, and we work on this new bill that is coming up.
If Councilmember Hooser was not the person that did the original Bill and is doing
the new one, then I would say, "Yes, maybe we need to keep it on because this new
one might not be coming." But he is doing the new one. I do not really see the need
to keep this current Bill going. That is just my opinion. For now, I will open up for
discussion on the current Bill, the cap bill. Councilmember Yukimura.
Councilmember Yukimura: Yes. I do not know what the certification of
this year's property taxes has to do with the Bill because I do not believe whatever
Bill we pass is going to...in terms of the cap whether it is on assessment or tax cap,
is going to affect this year's certification from what I understand. I am confident that
we will have a new bill in more than due time.
I want to apologize to Mr. Taylor for not having his concerns being addressed.
I think he was trying to say something, but it was not possible for me to find out
because we have been prohibited from asking him questions. I think that it was
disrespectful to ignore his concerns, but I could not even quite get what his concerns
were without asking him questions. I feel that is a real limitation of the rules that
we operate under. As for the merits of this Bill that is before us, the cap on the tax
creates too many inequities, risks our bond rating, and may really limit our ability to
raise revenues. So, I cannot vote for it.
Committee Chair Kaneshiro: Any further discussion from the members?
Council Chair Rapozo: I get tired hearing the same garbage. I know
it is a new year. Mr. Taylor is not prohibited from asking questions nor is the Chair
prohibited from answering the question. Mr. Taylor, I got your question loud and
BF COMMITTEE MEETING 27 JANUARY 6, 2016
clear, and I am prepared to answer it. I am just not going to do it and use up your
time. I will get your answer to your question. I understood exactly what you said.
His question was whether or not item two in the case of properties that are multi-use
parcels or structures, the entire property shall receive the Homestead tax cap, but
shall be classified and taxed at highest applicable tax rate based on the property's
use. Mr. Taylor's question was very simple. Is that going to open up the floodgates
for people to come with agricultural parcels with rentals to come in and get this rate?
There is a whole separate rule, a whole separate bunch of laws that govern multi-use
dwellings on agricultural lands and so forth. All this says is if you have multi-use in
household commercial or whatever it is called and multi-use on one (1) property, you
are subject to it to the cap, however, you are going to be taxed at the highest tax rate
based on the use of that property. Now number one, I do not support that for one. But
that is not here, nor there. As far as opening the floods gates, this does not provide
additional use or grant additional use to a person nor is it going to get people to come
in to open the floodgates, as I think as you said.
I just want to say, if you have a question of us and you want us to answer it,
you want us to answer it on your time, on your three (3) minutes, fine. I can give you
a two and a half (2'/2) minute response that is going to milk your time or you can
submit the question to the Chair or ask the question of the Chair and have a response
at a later time. If we are going to every single issue we are going to come back to the
rules thing, it is just frustrating and not a good way to start the year. I am hoping
Mr. Hart's message is heeded. Let us try to make a change. Let us try to work
together. Let us stop dealing with the past and move forward. I appreciate your
commentary, Mr. Hart. I really do. Thank you.
Committee Chair Kaneshiro: Thank you, Council Chair. I also had his
questions written down, and I was going to answer them.You answered them. I think
that is the time to answer them, when we are in discussion, we can take the time to
answer what they are saying, or Ken can always E-mail us and we can answer him.
There is a lost opportunities for us to get answers to people that need answers.
Councilmember Hooser.
Councilmember Hooser: Thank you. In the spirit of the new year,
2016, I think we should all look forward to working together as best we can and
communicate as clearly, as civilly, and as professionally as we can. I think two (2) or
three (3) times perhaps before we start saying things. I look forward to the new year.
My comment is about the issue that is on the table. I appreciate what the Chair is
saying, that if we have an alternative that we think is better, let us kill the other one
and move forward with the new one. However, this is the first time I have been
exposed to the new proposal and it does sound attractive, but I would rather, as
introducer of the first one, keep it on the table until we hear public discussion until
we really vet the second one, and then we could compare the two (2) of them and pick
the one that is best. There is no question that we need to provide tax relief in the
form of some kind of cap on sudden increases. Which is the best alternative? I am
not one hundred percent (100%) clear. I am attracted to this new one, but this is the
first time that I have heard about it. We have not heard any public testimony on it.
I would ask that we keep the other one on the table, if we could, by deferring it for
two (2) weeks at least to hear the other one. That would be my request. Thank you.
Committee Chair Kaneshiro: Councilmember Kagawa.
Councilmember Kagawa: Sometimes to understand what we are doing
you have to understand why we are here. In 2013, the Administration convinced
four (4) Councilmembers of this Council that the ad valorem method was fairer and
that there were some huge discrepancies; some people paying way too little and some
BF COMMITTEE MEETING 28 JANUARY 6, 2016
people paying way too much. This cap was on for ten (10) years and in our wisdom, I
think myself and Council Chair Rapozo voted "no" to removing that cap because we
felt rushed. We did not feel we had enough information from Mr. Hunt. I think the
proof is in the pudding with the Band-Aids that came after that were made. The ink
did not even dry in 2013, and in 2014 we put a two hundred fifty dollars ($250) cap
on any increase that was affected by this ad valorem method. I was quite upset that
we did that relief. I supported it because I felt like some of the people that had huge
tax increases were in trouble of losing their homes, but if you think about that two
hundred fifty dollars ($250) tax limitation, there are some people that maybe were
paying five hundred dollars ($500) more so they saved two hundred fifty
dollars ($250). There are some people that were paying fifteen thousand
dollars ($15,000) more. So, they got a tax break of fourteen thousand seven hundred
fifty ($14,750). How is that fair? But we just pulled out that number and said,
"Nobody can get a Bill higher than two hundred fifty dollars ($250)." So last year, we
did not really do any big Band-Aids. We let it go and now we are having a flood of
complaints again, and we are putting effort now for another cap or Band-Aid because
we changed. I think what is really needed is an overall tax reform, and the fairest
way I can think of trying to do fair real property taxes is to use costs. Nobody can
complain about costs.
When you look at that lady in Oma`o. I am not going mention her name, but
she went through the appeal process and her assessments went up over one hundred
thousand dollars ($100,000) in two (2) years. Part of the problem was her house is in
Oma`o and they are using comparables in Po`ipu. She appealed it and she lost. But
I mean, it is those kind of things. We need overall tax reform that brings, I think,
more fairness. The Real Property Tax Division, they are following the rules. I think
the rules are messed up. If you are using assessments in Po`ipu for a house in Oma`o,
the comparables should be right next to your house. It should not be someplace near
the beach if you are way up on the mountain. I guess, I do not know what the real
answer is. I believe we should put more effort in tax reform and we need to use costs,
I believe, is the answer. But this is another Band-Aid. Yes Band-Aids are good when
things are broken. When there are wounds, you need to put a Band-Aid, and there is
a wound right now. We need to protect those people that have increases that are
basically threatening their livelihoods, their need to keep their home, and need to pay
their Bills. So just reasonable fair taxes is what we are trying to achieve, but I think
the original cap did just that. It limited increases basically to no higher than two
percent (2%) over the prior year's bill. We can talk about whether that decision was
right or wrong, but I truly believe we do not have a better method when we changed
to ad valorem. To me, let us put more effort into tax reform than Band-Aids because
I think overall tax reform will eliminate the need for Band-Aids every six (6) months
or whatever we are doing. Thank you, Chair.
Committee Chair Kaneshiro: Councilmember Chock.
Councilmember Chock: Thank you. Just in terms of what we need to
do today, I am pretty indifferent to how we would move forward if it is to receive or
defer. I will be voting on either because I am pretty confident that we will be moving
towards the draft that I have seen. I am a little more content since I have seen it and
can get it out fairly quickly in the process. I think the message for me is about change
and I guess how to best achieve change is done incrementally. To look back at 2013,
when the cap was taken off, I think what was unforeseen was that change was going
to be huge upheaval all at once. We could have done things at the very beginning to
hinder that, but not to change will cause that upheaval and that is what happened
for about ten (10) years. It seems like while I do agree, I think there is a lot more
discussion and more insight on our tax and tax reform that we are moving in the right
direction in trying to accomplish creating some stability for people as we move
BF COMMITTEE MEETING 29 JANUARY 6, 2016
forward. I am looking forward to this new look and hopefully, it will bear some fruits
in providing stability for our taxpayers and also our County. Thank you.
Councilmember Yukimura: Councilmember Yukimura.
Councilmember Yukimura: So one of the problems with a tax cap is that
there is no way to remove it without a drastic change, and the longer you wait, the
change is greater, and that is the problem. I want to remind everyone that when we
did remove the tax cap, we offset that change by increasing the exemption
dramatically too to try to soften the impact. Then, what Councilmember Kagawa has
called "Band-Aids" were actually more targeted relief that effectively addressed the
problems that people brought forth to us without jeopardizing our bond rating. So in
effect, it was tax reform and it was a better solution than the tax cap. We still have
some problems and so now we are looking at a cap on assessment to address those
issues that were not addressed by some of our targeted relief. I do feel like we are
creating tax reform incrementally, and taxes are not a simple thing to deal with. They
are quite complex. When you move one (1) thing, you have to watch how another
thing is affected. I think we are moving in the right direction.
Committee Chair Kaneshiro: Councilmember Kuali`i.
Councilmember Kuali`i: I tend to agree with the comments of Vice
Chair Kagawa, but what Councilmember Yukimura was just talking about is what
are those few problems that remain and need to be addressed? I mean, with all of the
recent changes, these new exemptions, the increase to the exemption, the income
exemption, the three percent (3%) gross income limit, the home preservation limit,
with all of that, how is that changing what has happened historically and how is that
making it better? Again, by the next meeting, hopefully I will have a thorough
analysis of the big picture and of the individual impacts so we can say what is even
the need for such a cap and are we doing more harm than help in the long run? In
this next cycle in February when we get the tax roll, we just have to really look at it
and make those decisions. Every year during budget we have that opportunity to
either raise, lower, or leave the rates the same. The mechanism is already in place
for us to deal with drastic increases to assessments. Yes, it is all or nothing. We
cannot fine-tune and do surgery on individual properties, but that is the tools that we
have and we do best that we can. That is pretty much how I see it so far. I am going
to do more thorough analyses and try to pinpoint how can we maybe do a little bit
more to fine-tune and address the problems that still remain, but I am leaning
towards the side of let us really be clear of what is actually needed at this time. Thank
you.
Committee Chair Kaneshiro: Any further discussion from the members?
For me, I am pretty adamant. I am against a tax cap. I think we heard a lot of
information regarding the disadvantages of a tax cap. One of the biggest
disadvantage is that it ties our hands. Once you set a tax cap, you are not able to
adjust anything. Assessments may fluctuate. You cannot adjust the tax rate. The
tax is set, and that could affect us as far as our bond rating, the County's ability to
continue, and it will pass the burden on to all the other tax categories. I think the
main thing on the tax cap that I guess for me, I am not comfortable with is inequity
that it causes. I have a house now. I get my taxes capped. Say my cousin who has
been working has not been able to afford a house and buys a house five (5) years later
right next to me, he his tax of taxes are way higher because he gets taxed at whatever
he buys his house at. Is that fair? Is that fair that I have my house now, mine is
capped, my cousin, who I love buys a house next to me and he has to pay a higher tax
on his house? Comparable houses. If there is any way to get rid of those inequities,
and that is the biggest inequity I see. I think that is why previous Council tried to
BF COMMITTEE MEETING 30 JANUARY 6, 2016
adjust it because of inequities. They tried to make it for fair between everybody. We
really have to get a handle on what are we trying to do? Are we trying to provide tax
reform?Are we trying to provide tax relief? Are we making it fair for everybody? Are
we trying to protect current homeowners? There is a lot of things that go into tax
setting, tax capping, and what we are looking at. As far as looking at capping
assessments, I am probably a little more open to that then a tax cap. But again, how
do you stop that inequity? Is it fair that there are college students in the mainland
that are going to move home, work, buy a house, and they have to pay a tax way
higher than us just because they came in later? I do not know. They get the same
services. So, that is the biggest inequity. If you can cap assessments and the
assessment is a fair percentage, four percent (4%), something like that, I could see
things moving and it may be close to what the market is. It is not going to get a big
jump. You are not going to get a fifty percent (50%). You are not going to get double
your taxes in one (1) year with an assessment jump. It is going to stay level. I do see
the benefit in a cap that kind of just keeps fluctuations a little more narrow.
Looking at the current Bill, I did have a few problems with some of the
verbiage. If there is a new bill coming up things like natural disaster. If there is a
natural disaster, your home gets blown down by hurricane, you rebuild, it said your
tax cap is still set at the lower rate and it does not reassess your house. Even if you
build a house twice as big, your assessments would be capped, I think it was based
on the CPI no more than what you paid in the prior year. That might be something
you might want to look at. I think we heard the things that we want to do. You want
to set a floor, which this current Bill did not have. We want to set a ceiling. We want
to set a set cap rate so people know what they are getting and any way to limit that
inequity. Also, to answer Mr. Taylor's question, are we looking at a new bill? Yes,
we are looking at a new bill. We are talking about that today.
Also, when we look at these, we need to compare apples to apples. There is a
lot of new things that we have added as far as exemptions, income exemptions, and
tax relief measures. At a time when we had a cap and we reset it, we are not really
comparing apples to apples as to the time setting the cap prior and setting a cap now
because homeowners now have a lot more options as far as income exemption and
just their general home exemption is larger than it was before. There is a lot to
consider when we look at it. I guess I am just trying to hammer the point that there
is a lot to look at and consider when we are going through this. I will be interested
to see what the new bill is. I know there were other Councilmembers that were
looking at doing an amendment to the assessment. So they can probably provide
some input to Councilmember Hooser as far as what they were looking at too. They
spoke to Steve about it. With that, I will open it up to the Councilmembers as far as
what we want to do, if we want to defer it, if we want to vote on it and receive it. It
is up to the members.
Councilmember Kuali`i: I will make a motion to receive.
Councilmember Kuali`i moved to receive Bill No. 2606 for the record, seconded
by Councilmember Yukimura.
Councilmember Yukimura: Oh, wait. We cannot because there is another
main motion.
Council Chair Rapozo: There is an active motion.
Councilmember Kuali`i: What is the motion? Was there a second?
Committee Chair Kaneshiro: The motion was to approve.
BF COMMITTEE MEETING 31 JANUARY 6, 2016
Council Chair Rapozo: Yes.
Committee Chair Kaneshiro: So we would have to withdraw the approval
and the second.
Councilmember Kuali`i withdrew the second for approval of Bill No. 2606.
Committee Chair Kaneshiro: Who made the motion?
Council Chair Rapozo: Councilmember Hooser made the motion.
Councilmember Hooser: I am not going to withdraw the motion to
approve if the subsequent motion is going to be to receive. I am open to deferring it
for two (2) weeks, but if the body wants to vote it up or down. I just cannot bring
myself to kill this measure, which I believe is very important, unless there is
something ready and was the will of this body to replace it.
Committee Chair Kaneshiro: We can just vote on the approval now.
Councilmember Kuali`i: We need a second.
Councilmember Hooser: You seconded.
Councilmember Kuali`i: I withdrew.
Committee Chair Kaneshiro: Oh, he withdrew his second.
Council Chair Rapozo: Councilmember Hooser, if you want to make
a motion to defer, why do not you do that? That trumps the motion to approve, and
we can take a vote on the deferral.
Councilmember Hooser: Okay.
Councilmember Hooser moved to defer Bill No. 2606, seconded by Council
Chair Rapozo.
Committee Chair Kaneshiro: Roll call.
The motion to defer Bill No. 2606 was then put carried by the following vote:
FOR DEFERRAL: Chock, looser, Kagawa, Rapozo TOTAL— 4*,
AGAINST DEFERRAL: Kuali`i, Yukimura, Kaneshiro TOTAL— 3,
EXCUSED & NOT VOTING: None TOTAL— 0,
RECUSED & NOT VOTING: None TOTAL— 0.
(*Pursuant to Rule No. 5(b) of the Rules of the Council of the County of Kauai,
Councilmember Kagawa was noted as silent, but shall be recorded as an affirmative
for the motion.)
BF COMMITTEE MEETING 32 JANUARY 6, 2016
Committee Chair Kaneshiro: What was that?
Ms. Arakaki: Four (4) ayes.
Committee Chair Kaneshiro: Four (4) ayes. It is deferred. Clerk, can you
please read the next item?
Council Chair Rapozo: Mr. Chair, can we take the caption break now.
We are ten (10) minutes away and I know we have the Department of Public Works
coming up. I would just ask for the caption break now.
Committee Chair Kaneshiro: Ten (10) minute caption break.
Council Chair Rapozo: Thank you.
There being no objections, the Committee recessed at 10:19 a.m.
The meeting was called back to order at 10:31 a.m., and proceeded on its
agenda items, as shown in the following Committee Reports, which are incorporated
herein by reference:
CR-BF 2016-01: on Bill No. 2607 A BILL FOR AN ORDINANCE AMENDING
ORDINANCE NO. B-2015-797, AS
AMENDED, RELATING TO THE CAPITAL
BUDGET OF THE COUNTY OF KAUAI,
STATE OF HAWAII, FOR THE FISCAL
YEAR JULY 1, 2015 THROUGH
JUNE 30, 2016, BY REVISING THE
AMOUNTS ESTIMATED IN THE
DEVELOPMENT FUND (Koloa/Poipu
Intersection Improvements, Poipu Realty
Partners, LLC — $41,000) (Approved as
Amended.)
CR-BF 2016-02: on Bill No. 2608 A BILL FOR AN ORDINANCE AMENDING
ORDINANCE NO. B-2015-797, AS
AMENDED, RELATING TO THE CAPITAL
BUDGET OF THE COUNTY OF KAUAI,
STATE OF HAWAII, FOR THE FISCAL
YEAR JULY 1, 2015 THROUGH
JUNE 30, 2016, BY REVISING THE
AMOUNTS ESTIMATED IN THE
DEVELOPMENT FUND (Koloa/Poipu
Intersection Improvements, Kiahuna
Fairways, LW — $47,750) (Approved as
Amended.)
BF COMMITTEE MEETING 33 JANUARY 6, 2016
There being no further business, the meeting was adjourned at 10:55 a.m.
Respectfully submitted,
Allison S. Arakaki
Council Services Assistant I
APPROVED at the Committee Meeting held on February 3, 2016:
Komauio
ARR KANESHIRO
Chair, BF Committee