HomeMy WebLinkAbout2003-11-05 PRA Olsen (2)
ATTACHMENTI
ORDINANCE NO.
AN ORDINANCE OF THE CITY OF COUNCIL OF THE CITY OF UKIAH
ADOPTING CHAPTER 8C OF DIVISION 1 OF THE UKIAH CITY CODE IMPOSING A
TRANSACTIONS AND USE TAX TO BE
ADMINISTERED BY THE STATE BOARD OF EQUALIZATION
The City Council of the City of Ukiah hereby ordains as follows:
SECTION ONE.
A new Chapter 8C of Division 1 is hereby added to the Ukiah City Code to read as follows:
Article 1. General.
§1735: TITLE: This ordinance shall be known as the City of Ukiah Transactions and Use
Tax Ordinance. The City of Ukiah hereinafter shall be called "City." This ordinance shall be
applicable in the incorporated territory of the City.
§1736: OPERATIVE DATE: "Operative Date" means the first day of the first calendaz
quarter commencing more than 110 days after the adoption of this ordinance, the date of such
adoption being as set forth below.
§1737: PURPOSE: This ordinance is adopted to achieve the following, among other purposes,
and directs that the provisions hereof be interpreted in order to accomplish those purposes:
A. To impose a retail transactions and use tax as authorized by Revenue and Taxation
Code Section 7285.91 in accordance with the provisions of Part 1.6 (commencing with Section
7251) of Division 2 of the Revenue and Taxation Code and Section 7286.24 of Part 1.7 of
Division 2 which authorizes the City to adopt this tax ordinance which shall be operative if a 2/3
majority of the City Council adopts this ordinance and a 2/3 majority of the electors voting on the
measure to approve the imposition of the tax at an election called for that purpose.
B. To adopt a retail transactions and use tax ordinance that incorporates provisions
identical to those of the Sales and Use Tax Law of the State of California insofar as those
provisions aze not inconsistent with the requirements and limitations contained in Part 1.6 of
Division 2 of the Revenue and Taxation Code.
C. To adopt a retail transactions and use tax ordinance that imposes a tax and provides a
measure therefor that can be administered and collected by the State Board of Equalization in a
manner that adapts itself as fully as practicable to, and requires the least possible deviation from,
the existing statutory and administrative procedures followed by the State Boazd of Equalization
in administering and collecting the California State Sales and Use Taxes.
D. To adopt a retail transactions and use tax ordinance that can be administered in a
manner that will be, to the greatest degree possible, consistent with the provisions of Part 1.6 of
Division 2 of the Revenue and Taxation Code, minimize the cost of collecting the transactions
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and use taxes, and at the same time, minimize the burden of record keeping upon persons subject
to taxation under the provisions of this ordinance.
E. To raise revenue for public safety services as further provided herein.
§ 1738: CONTRACT WITH STATE: Prior to the operative date, the City shall contract with
the State Boazd of Equalization to perform all functions incident to the administration and
operation of this transactions and use tax ordinance; provided, that if the City shall not have
contracted with the State Boazd of Equalization prior to the operative date, it shall nevertheless
so contract and in such a case the operative date shall be the first day of the first calendaz quarter
following the execution of such a contract.
Article 2. Transactions and Use Tax
§1739: TRANSACTIONS TAX RATE: For the privilege of selling tangible personal
property at retail, a tax is hereby imposed upon all retailers in the incorporated and
unincorporated territory of the City at the rate of one-half of one percent (.5%) of the gross
receipts of any retailer from the sale of all tangible personal property sold at retail in said territory
on and after the operative date of this ordinance.
§1740: PLACE OF SALE: For the purposes of this ordinance, all retail sales aze
consummated at the place of business of the retailer unless the tangible personal property sold is
delivered by the retailer or his agent to anout-of--state destination or to a common carrier for
delivery to anout-of--state destination. The gross receipts from such sales shall include delivery
chazges, when such charges are subject to the state sales and use tax, regazdless of the place to
which delivery is made. In the event a retailer has no permanent place of business in the State or
has more than one place of business, the place or places at which the retail sales aze
consummated shall be determined under rules and regulations to be prescribed and adopted by
the State Boazd of Equalization.
§1741: USE TAX RATE: An excise tax is hereby imposed on the storage, use or other
consumption in the City of tangible personal property purchased from any retailer on and after
the operative date of this ordinance for storage, use or other consumption in said territory at the
rate of one-half of one percent (.5%) of the sales price of the property. The sales price shall
include delivery charges when such chazges aze subject to state sales or use tax regazdless of the
place to which delivery is made.
§1742: ADOPTION OF PROVISIONS OF STATE LAW: Except as otherwise provided in
this ordinance and except insofaz as they are inconsistent with the provisions of Part 1.6 of
Division 2 of the Revenue and Taxation Code, all of the provisions of Part 1 (commencing with
Section 6001) of Division 2 of the Revenue and Taxation Code are hereby adopted and made a
part of this ordinance as though fully set forth herein.
§1743: LIMITATIONS ON ADOPTION OF STATE LAW AND COLLECTION OF
USE TAXES: In adopting the provisions of Part 1 of Division 2 of the Revenue and Taxation
Code:
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A. Wherever the State of California is named or referred to as the taxing agency,
the name of this City shall be substituted therefor. However, the substitution shall not be made
when:
1. The word "State" is used as a part of the title of the State Controller, State
Treasurer, State Boazd of Control, State Boazd of Equalization, State Treasury, or the
Constitution of the State of California;
2. The result of that substitution would require action to be taken by or against
this City or any agency, officer, or employee thereof rather than by or against the State Board of
Equalization, in performing the functions incident to the administration or operation of this
Ordinance.
3. In those sections, including, but not necessazily limited to sections referring
to the exterior boundaries of the State of California, where the result of the substitution would be
to:
a. Provide an exemption from this tax with respect to certain sales, storage,
use or other consumption of tangible personal property which would not otherwise be exempt
from this tax while such sales, storage, use or other consumption remain subject to tax by the
State under the provisions of Part 1 of Division 2 of the Revenue and Taxation Code, or;
b. Impose this tax with respect to certain sales, storage, use or other
consumption of tangible personal property which would not be subject to tax by the state under
the said provision of that code.
4. In Sections 6701, 6702 (except in the last sentence thereof), 6711, 6715,
6737, 6797 or 6828 of the Revenue and Taxation Code.
B. The word "City" shall be substituted for the word "State" in the phrase "retailer
engaged in business in this State" in Section 6203 and in the definition of that phrase in Section
6203.
§1744: PERMIT NOT REQUIRED: If a seller's permit has been issued to a retailer under
Section 6067 of the Revenue and Taxation Code, an additional transactor's permit shal- not be
required by this ordinance.
§1745: EXEMPTIONS AND EXCLUSIONS:
A. There shall be excluded from the measure of the transactions tax and the use tax
the amount of any sales tax or use tax imposed by the State of California or by any city, city and
county, or county pursuant to the Bradley-Burns Uniform Local Sales and Use Tax Law or the
amount of any state-administered transactions or use tax.
B. There aze exempted from the computation of the amount of transactions tax the
gross receipts from:
1. Sales of tangible personal property, other than fuel or petroleum products, to
operators of aircraft to be used or consumed principally outside the County in which the sale is
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made and directly and exclusively in the use of such aircraft as common carriers of persons or
property under the authority of the laws of this State, the United States, or any foreign
government.
2. Sales of property to be used outside the City which is shipped to a point
outside the City, pursuant to the contract of sale, by delivery to such point by the retailer or his
agent, or by delivery by the retailer to a carrier for shipment to a consignee at such point. For the
purposes of this paragraph, delivery to a point outside the City shall be satisfied:
a. With respect to vehicles (other than commercial vehicles) subject to
registration pursuant to Chapter 1 (commencing with Section 4000) of Division 3 of the Vehicle
Code, aircraft licensed in compliance with Section 21411 of the Public Utilities Code, and
undocumented vessels registered under Chapter 2 of Division 3.5 (commencing with Section
9840) of the Vehicle Code by registration to anout-of--City address and by a declaration under
penalty of perjury, signed by the buyer, stating that such address is, in fact, his or her principal
place of residence; and
b. With respect to commercial vehicles, by registration to a place of
business out-of--City and declaration under penalty of perjury, signed by the buyer, that the
vehicle will be operated from that address.
3. The sale of tangible personal property if the seller is obligated to furnish the
property for a fixed price pursuant to a contract entered into prior to the operative date of this
ordinance.
4. A lease of tangible personal property which is a continuing sale of such
property, for any period of time for which the lessor is obligated to lease the property for an
amount fixed by the lease prior to the operative date of this ordinance.
5. For the purposes of subsections (3) and (4) of this section, the sale or lease
of tangible personal property shall be deemed not to be obligated pursuant to a contract or lease
for any period of time for which any party to the contract or lease has the unconditional right to
terminate the contract or lease upon notice, whether or not such right is exercised.
C. There are exempted from the use tax imposed by this ordinance, the storage, use
or other consumption in this City of tangible personal property:
1. The gross receipts from the sale of which have been subject to a transactions
tax under any state-administered transactions and use tax ordinance.
2. Other than fuel or petroleum products purchased by operators of aircraft and
used or consumed by such operators directly and exclusively in the use of such aircraft as
common carriers of persons or property for hire or compensation under a certificate of public
convenience and necessity issued pursuant to the laws of this State, the United States, or any
foreign government. This exemption is in addition to the exemptions provided in Sections 6366
and 6366.1 of the Revenue and Taxation Code of the State of California.
3. If the purchaser is obligated to purchase the property for a fixed price
pursuant to a contract entered into prior to the operative date of this ordinance.
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4. If the possession of, or the exercise of any right or power over, the tangible
personal property arises under a lease which is a continuing purchase of such property for any
period of time for which the lessee is obligated to lease the property for an amount fixed by a
lease prior to the operative date of this ordinance.
5. For the purposes of subsections (3) and (4) of this section, storage, use, or
other consumption, or possession of, or exercise of any right or power over, tangible personal
property shall be deemed not to be obligated pursuant to a contract or lease for any period of time
for which any party to the contract or lease has the unconditional right to terminate the contract
or lease upon notice, whether or not such right is exercised.
6. Except as provided in subparagraph (7), a retailer engaged in business in the
City shall not be required to collect use tax from the purchaser of tangible personal property,
unless the retailer ships or delivers the property into the City or participates within the City in
making the sale of the property, including, but not limited to, soliciting or receiving the order,
either directly or indirectly, at a place of business of the retailer in the City or through any
representative, agent, canvasser, solicitor, subsidiary, or person in the City under the authority of
the retailer.
7. "A retailer engaged in business in the City" shall also include any retailer of
any of the following: vehicles subject to registration pursuant to Chapter 1 (commencing with
Section 4000) of Division 3 of the Vehicle Code, aircraft licensed in compliance with Section
21411 of the Public Utilities Code, or undocumented vessels registered under Chapter 2 of
Division 3.5 (commencing with Section 9840) of the Vehicle Code. That retailer shall be
required to collect use tax from any purchaser who registers or licenses the vehicle, vessel, or
aircraft at an address in the City.
D. Any person subject to use tax under this ordinance may credit against that tax
any transactions tax or reimbursement for transactions tax paid to a district imposing, or retailer
liable for a transactions tax pursuant to Part 1.6 of Division 2 of the Revenue and Taxation Code
with respect to the sale to the person of the property the storage, use or other consumption of
which is subject to the use tax.
Article 3. Permissible Uses of Transactions and Use Tax
§1746: EXPENDITURE PLAN:
A. Use of the tax proceeds. The revenues received by the City from the tax imposed by
this Chapter ("Proceeds") together with any interest earned by the Proceeds shall be used
exclusively to provide public safety services within the City. As used herein, "public safety
services" means law enforcement and crime prevention services provided by the Ukiah Police
Department, and fire protection and prevention and emergency medical services provided by the
Ukiah Fire Department. The Proceeds may be used to pay the salaries, including overtime and
specialty pay, and fringe benefits of public safety officers and support staff working in the Police
Department and of firefighters, emergency medical technicians and support staff working in the
Fire Department, and for the purchase of vehicles, equipment and supplies used exclusively by
the Police and Fire Departments. In no event shall the amount of general fund revenues budgeted
in any future fiscal year for public safety services in the City be less than an amount necessary to
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maintain public safety services at the level available in the City in the 2003-2004 fiscal year,
when those general fund revenues are combined with the Proceeds; provided, however, that this
requirement shall not prevent the City from reorganizing or changing the method of providing
public safety services.
B. Accounting for tax revenue. All revenues produced by the tax imposed by this
Section and all interest on said revenues shall be placed in an account separate and apart from the
general fund, designated the "Public Safety Services Fund," and shall be designated for use and
used only in accordance with subsection A of this Section 1746. The income to and expenditures
from the Public Safety Services Fund shall be accounted for sepazately in the financial reports
and records of the City of Ukiah.
Article 4. Miscellaneous
§1747: AMENDMENTS: All amendments subsequent to the effective date of this ordinance
to Part 1 of Division 2 of the Revenue and Taxation Code relating to sales and use taxes and
which are not inconsistent with Part 1.6 and Part 1.7 of Division 2 of the Revenue and Taxation
Code, and all amendments to Part 1.6 and Part 1.7 of Division 2 of the Revenue and Taxation
Code, shall automatically become a part of this ordinance, provided however, that no such
amendment shall operate so as to affect the rate of tax imposed by this ordinance.
§1748: ENJOINING COLLECTION FORBIDDEN: No injunction or writ of mandate or
other legal or equitable process shall issue in any suit, action or proceeding in any court against
the State or the City, or against any officer of the State or the City, to prevent or enjoin the
collection under this ordinance, or Part 1.6 of Division 2 of the Revenue and Taxation Code, of
any tax or any amount of tax required to be collected.
SECTION TWO
1. SEVERABILITY. If any provision of this ordinance or the application thereof to any
person or circumstance is held invalid, the remainder of the ordinance and the application of such
provision to other persons or circumstances shall not be affected thereby. The City Council
hereby declazes that it would have adopted this Ordinance and any section, subsection, sentence,
clause or phrase thereof irrespective of the fact that any one or more section, subsection,
sentence, clause or phrase be declazed unconstitutional or otherwise invalid.
2. EFFECTIVE DATE. This ordinance relates to the levying and collecting of the City
transactions and use taxes and shall take effect immediately upon approval of the ordinance by
not less than a 2/3 vote majority of the City Council and a 2/3 majority of the electors voting on a
measure to approve this Ordinance at an election called for that purpose.
Approved on 2003 by the following roll call vote of the Ukiah City
Council:
AYES:
NOES:
ABSENT:
ABSTAIN:
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Eric Larson, Mayor
ATTEST:
Marie Ulvila, Ciry Clerk
~w0~9EPd1 'JJ
ATTACHMENT 2
AGREEMENT BETWEEN THE CITY OF UKIAH AND
MENDOCINO COUNTY FOR ELECTION SERVICES
WHEREAS, a special Municipal Election has been set for March 2, 2004, the same day as the
Statewide Presidential Primary Election, and the City Council of the City of Ukiah desires that the
County Clerk shall conduct the election of Mazch 2, 2004, for two (2) ballot measures submitted to
the Boazd of Supervisors with the request for consolidation at least 88 days before the election.
1. The County Clerk shall provide the following services in connection with conducting the
March 2, 2004 Municipal Election, on the City's behalf:
a. Establish precinct boundaries to coincide with Statewide Election.
b. Designate polling places and appoint election officers.
c. Notify election officers of their appointment and instruct inspectors concerning
their duties.
d. Appoint and pay election officers.
e. Arrange for the availability of polling places, all supplies necessary for casting
ballots, and setting up of voting booths.
f. Publish lists of precincts, election officers, polling places, and hours polls will be
open.
g. Provide sample ballots to each voter.
h. Receive absent voter applications: supply absent voter ballots to applicants; accept
absent voter ballot returns; retain custody of absent voter ballots; and count absent
voter ballots.
Provide Certificate of County Clerk as to result of the Canvass, for approval by the
City Council.
2. The City Clerk of the City of Ukiah shall be responsible for:
a. All functions of the City Clerk relative to azguments concerning City measures as
set forth in Article 4, Chapter 3, Division 5 (§ 5012) of the Elections Code,
including filing and accepting notices required.
b. Publication of the Notice of Election.
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c. Receipt of campaign statements and disclosure statements as required by law.
3. In consideration of the services rendered by the County Clerk and described herein, the City
of Ukiah agrees to pay the actual direct costs reasonably attributable to the City's Municipal
Election, and a ten percent (10%) chazge for associated overhead based upon a detailed invoice
prepared by the County Clerk and presented to the City for payment.
4. Payment for services due under this agreement shall be made after billing is submitted by
the County of Mendocino.
DATED:
CITY OF UKIAH, CALIFORNIA
By:
Eric Larson, Mayor
ATTEST:
By:
Gordon Elton, City Clerk
BOARD OF SUPERVISORS
MENDOCINO COUNTY, CALIFORNIA
By:
Richazd Shoemaker, Chairman
By:
Kristi Furman, Clerk of the Board
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:ATTACHMENT I
Senate Bill No. 566
CHAPTER 709
An act to amend Sections 7251.1, 7285, and 7285.5 of, to add Chapter
2.3 (commencing with Section 7285.9) to Part 1.7 of Division 2 of, and
to repeal Sections 7251.3 and 7251.4 of, the Revenue and Taxation
Code, relating to taxation.
[Approved by Governor October 8, 2003. Filed with
Secretary of Srate October 9, 2003.]
LEGISLATIVE COUNSEL'S DIGEST
SB 566, Scott. Transactions and use tax: maximum allowable rate.
Existing law authorizes various local governmental entities, subject
to certain limitations and approval requirements, to levy transactions
and use taxes in accordance with the procedures and requirements set
forth in the Transactions and Use Tax Law.
Existing law provides that the combined rate of all transactions and
use taxes imposed in accordance with that law, in any county, may not
exceed 1.5%, except in the County of San Mateo and the City and
County of San Francisco.
This bill would authorize any city to levy, increase, or extend a
transactions and use tax in accordance with the Transactions and Use Tax
Law. This bill would provide that the combined rate of transactions and
use taxes in any county may not exceed 2%. This bill would make
conforming changes to related provisions.
The people of the State of California do enacd as follows:
SECTION 1. Section 725 t.l of the Revenue and Taxation Code is
amended to read:
7251.1. The combined rate of all taxes imposed in accordance with
this part in any county may not exceed 2 percent. No tax shall be
considered to be in accordance with this part if, upon its adoption, the
combined rate in the county will exceed 2 percent.
SEC. 2. Section 7251.3 of the Revenue and Taxation Code is
repealed.
SEC. 3. Section 7251.4 of the Revenue and Taxation Code is
repealed.
SEC. 4. Section 7285 of the Revenue and Taxation Code is amended
to read:
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Ch. 709 - 2 -
7285. The board of supervisors of any county may levy, increase, or
extend a transactions and use tax for general purposes at a rate of 0.25
percent or a multiple thereof, if the ordinance proposing that tax is
approved by atwo-thirds vote of all members of the boazd of supervisors
and the tax is approved by a majority vote of the qualified voters of the
county voting in an election on the issue. The board of supervisors may
levy, increase, or extend more than one transaction and use tax under this
section, if the adoption of each tax is in the manner prescribed in this
section. The transactions and use tax shall conform to Part 1.6
(commencing with Section 7251).
SEC. 5. Section 7285.5 of the Revenue and Taxation Code is
amended to read:
7285.5. As an alternative to the procedure set forth in Section 7285,
the boazd of supervisors of any county may levy, increase, or extend a
transactions and use tax for specific purposes. The tax may be levied,
increased, or extended at a rate of 0.25 percent, or a multiple thereof, for
the purpose for which it is established, if all of the following
requirements are met:
(a) The ordinance proposing that tax is approved by atwo-thirds vote
of all members of the boazd of supervisors and is subsequently approved
by atwo-thirds vote of the qualified voters of the county voting in an
election on the issue.
(b) The transactions and use tax conforms to the Transactions and Use
Tax Law Part 1.6 (commencing with Section 7251).
(c) The ordinance includes an expenditure plan describing the
specific projects far which the revenues from the tax may be expended.
SEC. 6. Chapter 2.3 (commencing with Section 7285.9) is added to
Part 1.7 of Division 2 of the Revenue and Taxation Code, to read:
CHAPTER 2.3. CITIES TRANSACTIONS AND USE TAXES
7285.9. The governing body of any city may levy, increase, or
extend a transactions and use tax for general purposes at a rate of 0.25
percent or a multiple thereof, if the ordinance proposing that tax is
approved by atwo-thirds vote of all members of that governing body and
the tax is approved by a majority vote of the qualified voters of the city
voting in an election on the issue. The governing body may levy,
increase, or extend more than one transaction and use tax under this
section, if the adoption of each tax is in the manner prescribed in this
section. The transactions and use tax shall conform to Part 1.6
(commencing with Section 7251).
7285.91. As an alternative to the procedure set forth in Section
7285.9, the governing body of any city may levy, increase, or extend a
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- 3 - Ch. 709
transactions and use tax for specific purposes. The tax may be levied,
increased, or extended at a rate of 0.25 percent, or a multiple thereof, for
the purpose for which it is established, if all of the following
requirements are met:
(a) The ordinance proposing that tax is approved by atwo-thirds vote
of all members of the governing body and is subsequently approved by
atwo-thirds vote of the qualified voters of the city voting in an election
on the issue.
(b) The transactions and use tax confomu to the Transactions and Use
Tax Law Part 1.6 (commencing with Section 7251).
(c) The ordinance includes an expenditure plan describing the
specific projects for which the revenues from the tax may be expended.
7285.92. The authority of a city to impose transactions and use taxes
under this chapter is in addition to any authority to impose these taxes
contained in Chapters 2.6 (commencing with Section 7286.20) to 2.99
(commencing with Section 7286.80), inclusive, of this part. The
authority of a city to impose transactions and use taxes under any
provision of law is subject to the rate limitation specified in Section
7251.1.
O
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a,7'ACHPa1Etia ~, _®v
STATE OF CALIFORNIA
STATE BOARD OF EQUALIZATION
LOCAL REVENUE ALLOCATION SECTION CAROLE MIGDEN
First Dismct, San Frandsco
450 N STREET, SACRAMENTO, CALIFORNIA
(PO BOX 942879, SACRAMENTO, CALIFORNIA 94279-0027 BILL LEONARD
Sewntl District, Onlano
TELEPHONE (918) 324-3000
FAX (91 fi) 324-3001 CLAUDE PARRISH
ThiM Dlstnc( Lone Beach
www.boe.ca.9ov
JOHN CHIrWG
October 24, 2003 Fouts District, Los Angeles
STEVE WESTLV
CITY OF UKIAH Stata Controller, Sacramento
CITY MANAGER
300 SEMINARY AVE Interim Executive D~ecEor
UKIAH CA 95482
23033
SB 566 AUTHORIZES CITIES TO IMPOSE
TRANSACTIONS AND USE (DISTRICT) TAXES
Senate Bi11566 adding sections 7285.9 and 7285.91 to the Revenue and Taxation Code will become
effective on Januazy 1, 2004.
Section 7285.9 authorizes cities to impose a general purpose transactions and use tax at a rate of 0.25%
or increments thereof with the approval of a majority of the voters voting on the issue.
Section 7285.91 authorizes cities to impose a special puroose transactions and use tax at a rate of
0.25% or increments thereof with the approval of a 2/3 majority of the voters voting on the issue.
The Local Revenue Allocation Section is responsible for the preparatory functions leading to a locally
imposed tax being placed on the ballot. Accordingly, if your city is contemplating imposing a district
tax, or if you have questions regarding SB 566, please contact Cleveland Turner at (916) 324-1386 or
Debby Nelson at (916) 324-1334 to discuss the steps to be taken before the election date.
Thank you for your cooperation.
Sincerely,
L.D. Micheli, Supervisor
Local Revenue Allocation Section
LDM/DGN
cc: District Administrators