HomeMy WebLinkAboutAgr 2013-12-17 (County of Marin and Town of Tiburon)MARIN COUNTY
PARKS
PRESERVATION• RECREATION
MEMORANDUM
RECEIVED
JAN - 7 2014
DATE: December 17, 2013 TO AT��RNEYS RON ICE
TONN OF T1aU
TO: Cities, Towns and Special Districts
FROM: Kallie Bechler- LaFleche, Senior Secretary
RE: Measure A Grant Agreement
MESSAGE:
Enclosed is the following fully executed original document, approved by the Marin
County Board of Supervisors on December 17, 2013:
1. Grant Agreement for Disbursement of Tax Proceeds Between the
County of Marin and the Town of Tiburon.
Morin County Parks 3501 Civic Center Dr, Suite 260 San Rafael, CA 94903 www.marincountyparks.org
ORIGINAL
GRANT AGREEMENT FOR DISBURSEMENT OF TAX PROCEEDS
BETWEEN
COUNTY OF MARIN
LI
TOWN OF TIBURON
This Grant Agreement (hereinafter "AGREEMENT ") is made and entered into this 3rd day of
December, 2013, by and between the County of Marin, a political subdivision of the State of
California (hereinafter "COUNTY"), and the TOWN OF TIBURON (hereinafter "TOWN "), a
municipal corporation of the State of California, collectively hereinafter the "PARTIES ".
Recitals
Whereas, the Marin Parks, Open Space, and Farmland Preservation Transactions and Use Tax
Ordinance (hereinafter "MEASURE A "; attached as Exhibit A) was approved by Marin County
voters on November 6, 2012; and
Whereas, MEASURE A levies a one - quarter of one - percent transactions and use tax
(hereinafter "sales tax ") in Marin County and is estimated to generate approximately
$10,000,000 per year for the life of the measure; and
Whereas, the MEASURE A expenditure plan, included in Exhibit A, allocates 15% of the
revenues from the sales tax increment to a City, Town, and Special District Program (hereinafter
"PROGRAM ") to assist Marin's municipalities and applicable special districts in managing their
parks, open space preserves, recreation programs, and vegetation to promote biodiversity and
reduce wildfire risk; and
Whereas, the term, applicable special districts, means a local public entity located wholly within
the unincorporated area of Marin that was explicitly formed to provide services to the community
for park and recreation purposes and /or park and recreation purposes plus open space.
Applicable special districts do not include federal agencies, state agencies, extensions of the
County government (i.e. CSAs) and /or districts located within an incorporated town or city even
if such agencies or districts provide services to the community for recreation, open space or
recreation programming.
Whereas, COUNTY is charged with the fiduciary duty to administer the MEASURE A sales tax
proceeds consistent with applicable laws; and
Whereas, MEASURE A, requires that an allocation method be developed as a means to
determine the amount of funding each municipality and applicable special district receives on an
annual basis from the PROGRAM; and
Whereas, the Marin County Board of Supervisors approved said allocation method on
December 3rd, a copy of which (Exhibit B) is attached hereto and made a part hereof
(hereinafter "ALLOCATION METHOD "); and
Measure A. Town of Tiburon Page 1 of 16
Whereas, the objective of this AGREEMENT is to establish a mutually beneficial relationship
between PARTIES to disburse and account for MEASURE A fund expenditures;
Therefore, PARTIES are entering into this AGREEMENT.
Statement of Agreement
It is mutually agreed and understood that, upon signing of this AGREEMENT:
a. COUNTY is responsible for allocating, managing, accounting for, and disbursing
all PROGRAM funds.
b. COUNTY will disburse PROGRAM funds to TOWNsemiannually (two times per
fiscal year), as follows:
Disbursement 1 will occur on or about the first Monday in July each year,
conditional upon receipt by Marin County Parks of an Annual Measure A
Work Plan prepared by CITY/TOWN /DISTRICT, in the form attached as
Exhibit C, by June 1 of the same calendar year. Disbursement 1 will
consist of PROGRAM funds from Measure A revenue received from the
Board of Equalization during the preceding January 1 through June 30
period and allocated to the TOWNaccording to the ALLOCATION
METHOD. If TOWNsubmits its Annual Measure A Work Plan after June
1, Disbursement 1 shall occur approximately 30 days subsequent to
submittal.
ii. Disbursement 2 will occur on or about the first Monday in January,
conditional upon receipt by Marin County Parks, by September 15th of
the same fiscal year, of an Annual Measure A Expenditure Report
prepared by CITY/TOWN /DISTRICT, in the form attached as Exhibit D,
describing actual expenditures for the preceding fiscal year.
Disbursement 2 will consist of PROGRAM funds from Measure A revenue
received from the Board of Equalization during the preceding July 1
through December 31 period and allocated to the TOWN according to the
ALLOCATION METHOD. If TOWN submits its Annual Measure A
Expenditure Report after September 15, Disbursement 2 shall occur
approximately 30 days subsequent to submittal. Late Expenditure
Reports will delay annual reporting on Measure A, and the work of the
Measure A Community Oversight Committee. is encouraged to produce
Expenditure Reports on time.
COUNTY will mak e
periods specified
PROGRAM funds
AGREEMENT, but
disbursements are
electronic transfer.
every effort to make disbursements within the time
above, and shall not willfully delay or withhold
for reasons other than those stated in this
shall not be responsible for the consequences if
delayed for any reason. Disbursements will occur by
Measure A. Town of Tiburon Page 2 of 16
iv. Notwithstanding the foregoing schedule, the first disbursement will occur
on or about the first Monday in January 2014. The first disbursement will
consist of PROGRAM funds from Measure A revenue received from April
1, 2013 through December 31, 2013 and allocated to the TOWN
according to the ALLOCATION METHOD, and may be applied to TOWN
PROGRAM expenditures and obligations made or incurred during that
period. Any money spent prior to the approval of the first Work Plan may
not be reimbursed by Measure A funds if the work performed does not
meet the requirements of the Work Plan and Measure A Ordinance.
c. CITY/TOWN /DISTRICT's allocation of PROGRAM funds must be used as
described in Exhibit A to this AGREEMENT. Only the following uses are allowed:
i. To maintain, restore and /or renovate existing parks, preserves and
recreational facilities.
ii. To construct new parks and recreational facilities or acquire parklands.
iii. To engage in vegetation management to reduce wildfire risk, promote
biodiversity or control invasive non - native weeds on private, municipal, or
district lands.
d. Without changing the ALLOCATION METHOD, COUNTY may review and adjust
CITY/TOWN /DISTRICT's allocation every three years, beginning with the date of
this AGREEMENT, to reflect population changes in the municipalities and
applicable special districts receiving PROGRAM funds. COUNTY shall provide
CITY/TOWN /DISTRICT's with notice of any adjustments.
e. For CITY/TOWN /DISTRICT's budgeting purposes, COUNTY will provide an
estimate of a CITY/TOWN /DISTRICT'S annual allocation for the coming fiscal
year on or about February 1, for as long as the tax is in effect. COUNTY will base
the estimate on the annual budget approved by the Board of Supervisors and
account for an estimated delay in payment from the sales tax is assessed to the
time a payment is made to COUNTY of three (3) months. Actual allocation may
be higher or lower than the estimate due to variability in annual tax receipts. The
first estimate of annual allocation will occur on or about October 18, 2013.
f. TOWN is not required to match funds.
g. TOWN will segregate PROGRAM funds from other funds available to it. TOWN is
required to establish a Measure A Revenue Account and an annual Measure A
Budget, out of which expenditures may be made.
TOWN need not expend its annual allocation of PROGRAM funds in a single
fiscal year. Allocations may accumulate with the TOWN and carry over into
multiple, successive fiscal years if, for example, TOWN wishes to use the funds
for a program, project or projects that cannot be funded with a single year
allocation.
i. TOWN will expend the sum total of its annual allocations by 10 years after the
date the original MEASURE A expires. On that date, PROGRAM funds not
expended by TOWN shall revert and be due to COUNTY.
Measure A. Town of Tiburon Page 3 of 16
j. CITY/TOWN /DISTRICT's first Annual Measure A Work Plan, as described in
Exhibit C will be due to COUNTY on December 16, 2013. Future annual work
plans shall be due as stated in item "b" above. If TOWN submits its first Annual
Measure A Work Plan after December 1, the Disbursement described in item
b(iv) above shall occur approximately 30 days subsequent to submittal.
k. TOWN is responsible for ensuring that environmental review and permitting
requirements are fulfilled, if applicable, for all projects receiving Measure A funds.
TOWN will spend Measure A funds solely on project or program costs. Project or
program costs are defined as costs associated with staff, contractors, consultants
or materials related to projects identified in the annual Work Plan.
m. The accuracy of CITY/TOWN /DISTRICT'S annual Measure A Expenditure
Reports will be certified by the CITY/TOWN /DISTRICT's chief fiscal officer.
n. COUNTY may audit CITY/TOWN /DISTRICT's expenditure of PROGRAM funds.
o. COUNTY will assist TOWN to establish practices and procedures, as necessary,
to facilitate CITY/TOWN /DISTRICT's fulfillment of its responsibilities pursuant to
this AGREEMENT.
2. Indemnification
TOWN shall defend, indemnify, hold harmless, and release COUNTY, its elected and appointed
officials, officers, agents, and employees, from and against any and all actions, claims,
damages, liabilities, or expenses (hereinafter "LIABILITY ") that may be asserted by any third
party arising out of or in connection with CITY/TOWN /DISTRICT'S performance under or the
making of this AGREEMENT, except to the extent that LIABILITY is caused by the negligence
or willful misconduct of COUNTY.
COUNTY shall defend, indemnify, hold harmless, and release CITY/TOWN /DISTRICT, its
elected and appointed officials, officers, agents, and employees, from and against any and all
actions, claims, damages, liabilities, or expenses (hereinafter "LIABILITY ") that may be asserted
by any third party arising out of or in connection with COUNTY'S performance under or the
making of this AGREEMENT, except to the extent that LIABILITY is caused by the negligence
or willful misconduct of CITY/TOWN /DISTRICT.
3. Duration and Termination
The terms of this AGREEMENT shall remain in full force and effect for 10 (ten) years from the
date adopted and signed. This AGREEMENT may be renewed by the mutual consent of all
PARTIES. Any party may terminate this AGREEMENT by notifying the other party a minimum of
30 (thirty) days in advance.
4. Contacts and Notices
All notices under this Agreement shall be in writing (unless otherwise specified) delivered to the
parties by hand, by commercial courier service, or by United States mail, postage prepaid,
addressed to the parties at the addresses set forth below or such other addresses as the parties
may designate by notice.
Measure A. Town of Tiburon Page 4 of 16
For County:
Director
Marin County Parks
3501 Civic Center Drive, Suite 260
San Rafael, CA 94903
Phone: (415) 473 -6387
Fax: (415) 473 -3795
Email: LDahl @marincounty.org
For Town:
Director of Administrative Services
Town of Tiburon
1505 Tiburon Boulevard
Phone: (415)435 -7379
Fax: (415) 435 -2438
E -mail: hbigall @ci.tiburon.ca.us
5. NO THIRD PARTY BENEFICIARIES
Nothing contained in this agreement shall be construed to create, and the PARTIES do not
intend to create, any rights in third parties.
6. EXPENSES
Except as otherwise provided in Section 2 of this AGREEMENT, each party shall be solely
responsible for and shall bear all of its own respective legal expenses in connection with any
dispute arising out of this AGREEMENT and the transactions hereby contemplated. PARTIES
may not use PROGRAM funds for the aforementioned purpose.
7. INTEGRATION
This AGREEMENT, including Exhibits A, B, C and D which are attached hereto and
incorporated herein by reference, represents the entire AGREEMENT of the PARTIES with
respect to the subject matter thereof. No representations, warranties, inducements or oral
agreements have been made by any of the parties except as expressly set forth herein.
8. AMENDMENT
Except as otherwise provided herein, this AGREEMENT may not be changed, modified or
rescinded except in writing, signed by all PARTIES hereto, and any attempt at oral modification
of this AGREEMENT shall be void and of no effect.
9. SEVERABILITY
Should a court of competent jurisdiction rule or declare that any part of this AGREEMENT is
unconstitutional, invalid, or beyond the authority of either party to enter into or carry out, such
decision shall not affect the validity of the remainder of this AGREEMENT, which shall continue
in full force and enecr; provided that the remainder of this AGREEMENT can, absent the
excised portion, be reasonably interpreted to give effect to the intentions of the PARTIES.
Measure A. Town of Tiburon Page 5 of 16
IN WITNESS WHEREOF, the PARTIES hereto have executed this AGREEMENT on the day
and year above written.
TOWN OF TIBURON
Margaret A. Curran, Town Manager
Attest:
Diane Crane lacopi, wn Clerk
Approved as to Form:
TOWN ATTORNEY
By: '4 � C/'
Ann R. Danforth
COUNTY OF MARIN
PresideVtBoa rd of Supervisors
Attest: .
Clerk of the 138a
k-
06
•
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Measure A. Town of Tiburon Page 6 of 16
RESOLUTION NO. 43-2013
RESOLUTION AUTHORIZING THE TOWN MANAGER TO
NEGOTIATE AND EXECUTE AN AGREEMENT WITH THE
COUNTY OF MARIN FOR USE OF MEASURE A REVENUES
AND TO DEVELOP AN ANNUAL WORK PLAN
WHEREAS, on November 6, 2012, Marin County voters passed Measure A, a one-
quarter of one percent transactions and use tax, dedicated to parks and open space for the
duration of nine years; and
WHEREAS, fifteen percent of the Measure A revenues is earmarked for Marin
municipalities and special districts for the purpose of managing parks, open space preserves,
recreation programs and vegetation; and
WHEREAS, the County of Marin is responsible for the administration of Measure A
funds, and has developed a form of agreement and program materials for use by Marin
municipalities; and
WHEREAS, the Town of Tiburon is eligible to receive Measure A funds, currently
estimated at $52,000 per year, and must enter into an agreement with the County of Marin, in
order to obtain these funds; and
WHEREAS, Town staff have presented to the Town Council a draft Agreement and
recommends that the Town use the 2014 Measure A funds for vegetation management in the
Town open space and the Pt. Tiburon Marsh.
NOW, THEREFORE, BE IT RESOLVED, by the Tiburon Town Council that the
Town Manager is authorized to negotiate and execute an agreement with the County of Malin to
provide for the disbursement of Measure A proceeds and the accounting for Measure A fund
expenditures; to develop and submit an annual Work Plan to the County and to take other actions
necessary to fulfill this intent; and
PASSED AND ADOPTED at a regular meeting of the Town Council of the Town of
Tiburon held on November 20, 2013, by the following vote:
AYES: COUNCILMEMBERS:
ABSENT: COUNCILMEMBERS:
ATTES
r
DIANE CRANE OPI, TOWN CLERK
Fraser, Fredericks, Slavitz, O'Donnell
Doyle
EMMETT O'DONNELL, MAYO
TOWN OF TIBURON
THI A UE
AND E D C
TIB RON TOW CLERI
EXHIBIT A
Marin County Ordinance No. 3586
6(
Measure A. Town of Tiburon Page 7 of 16
EXHIBIT B
Allocation Method
Allocation Method: Marin County Ordinance No. 3586, the Marin Parks, Open Space, and
Farmland Preservation Transactions and Use Tax Ordinance, also known as Measure A,
earmarks 15% of its annual revenues for a "City, Town and Applicable Special District
Program ". The municipalities and districts have worked together to agree upon an allocation
method. The following allocation method is final:
Of the total funds available to this program annually:
73.55% shall be allocated to cities and towns. This amount shall be divided among the 11
municipalities on a per capita basis.
26.45% shall be allocated to the applicable special districts. Half of this amount shall be divided
equally among the 8 districts. The remaining half shall be divided on a per capita basis among
the districts.
Measure A. Town of Tiburon Page 8 of 16
EXHIBIT C
Form of Annual Measure A Work Plan
Work Plan
Measure A City, Town, and Applicable Special District Program
Proposed Expenditure of Measure A FundsforApril 1, 2013 to June 30, 2014
Timely and accurate completion of this report is a condition of receiving Measure A funds.
Instructions:
• This work plan must be completed by an authorized representative of the recipient.
• Please complete this work plan, then scan and e-mail it to Kevin Wright, Marin County
Parks External Affairs Coordinator (kwright @marincounty.org), by December 15, 2013.
In future years, this work plan will be due on June 1, before the start of the new fiscal
year.
• Contact Mr. Wright by e -mail (kwright(abmarincountv.org) or phone (415) 473 -2129 if you
have any questions, or if you have suggestions to improve this form.
• Marin County Parks will review this plan within one month of its receipt to ensure that
proposed expenditures are consistent with Marin County Ordinance 3586 (Measure A).
• Recipients must provide Marin County Parks with30 -days prior notice of any project
additions or substitutions that are proposed while a work plan is in effect.
• Marin County Parks will provide the recipient with an estimate of recipient's Measure A
funding for Fiscal Year 2013 -14 by October 18,2013.
Total actual project expenditures may not exceed recipient's actual Measure A funding
for any given fiscal year, plus any balance remaining from previous years.
This portion of page is intentionally blank. Proceed to next page.
Measure A. Town of Tiburon Page 9 of 16
A. Name of Recipient (city, town, or special district): TOWN OF TIBURON
B. Recipient's representative and contact information: (Please print all information)
Name:
(Print)
Title:
(Print)
Address:
City, Zip:
Phone:
E -mail:
C. Total estimated funds for current fiscal year 2013 -14:
L. Balance of
ii. Estimate of recipient's
ill. Total estimated
recipient's
Measure A funds for
available
Measure A funds from
Fiscal Year 2013 -14. (This
funds for current fiscal
previous fiscal years
information will be
year
provided by Marin County
(i + ii).
Parks)
$0
$
$
Measure A. Town of Tiburon Page 10 of 16
D. Recipient's Measure A Work Plan for Fiscal Year 2013 -14:
Name of
Primary
Description. Be as
Amount of
Source(s)
Total
work or
purpose
specific as possible.
Measure A
and
expenditures
project:
of work
Include numbers
funds
amount(s)
projected for
or
related to square
estimated
of
work or
project.
footage of facilities,
to be
matching
project in
Select
acreage, etc.lf
used:
funds
current
only one
Measure A funds
projected
reporting
from list
were used for
for use. If
year
below.'
maintenance, use
none,
numbers to indicate
enter "0"
change from pre -
Measure A
conditions.
Estimated Total
$
*"Select work or project purpose only from the following menu: (see next page for additional choices)
a) Routine maintenance
b) Renovation of existing recreational facility, including infrastructure (includes planning, environmental review,
permitting, design development, etc.)
c) Construction of new park or recreation facility (includes planning, environmental review, permitting, design
development, etc.)
d) Parkland acquisition
e) Vegetation management to reduce wildfire risk
f) Vegetation management to promote biodiversity
g) Vegetation management to control invasive, non - native weeds
Measure A. Town of Tiburon Page 11 of 16
E. Certification
I certify that the information contained herein is true and accurate, to the best of my knowledge.
Signature
Print Name
Measure A. Town of Tiburon Page 12 of 16
Title
Date
EXHIBIT D
Form of Annual Measure A Expenditure Report
Expenditure Report
Measure A City, Town, and Applicable Special District Program
Expenditure of Measure A Funds for April 1, 2013 to June 30, 2014
Timely and accurate completion of this report is a condition of receiving Measure A funds, and is
necessary to fulfill financial reporting requirements pursuant to Marin County Ordinance 3586
(Measure A). Information contained in this report is subject to verification and will be included in
a Measure A Annual Report prepared by Marin County Parks.
Instructions:
• This report must be completed by an authorized representative of the recipient and
signed by both the authorized representative and the chief fiscal officer.
• Please complete this report, then scan and e-mail it to Kevin Wright, Marin County Parks
External Affairs Coordinator (kwright @marincounty.org), by September 15, 2014.
• Contact Mr. Wright by e -mail (kwright onmarincounty.org) or phone (415) 473 -2129 if you
have any questions, or if you have suggestions to improve this form.
• Recipients are encouraged to accompany reports with photos of finished work and
projects funded in full or in part by Measure A. Please include the project name and
other pertinent information in the photo file name. If you plan on submitting a large
number of photos, please contact Mr. Wright for access to a Dropbox folder to facilitate
the file transfer.
This portion of page is intentionally blank. Proceed to next page.
Measure A. Town of Tiburon Page 13 of 16
A. Name of Recipient (city, town, or special
district):
B. Recipient's representative and contact information:
(Print)
Address:
Phone:
mail:
Title:
E-
Zip
C. Recipient's total actual allocation of Measure A funds for Fiscal Year 2013 -14 (sum of
disbursements received):
D. Balance of recipient's Measure A funds on June 30, 2014:
i. Remaining balance
ii. Balance from
iii. Total balance (i + ii)
from current reporting
previous years
on June 30,2014
year
$
$0
$
Measure A. Town of Tiburon Page 14 of 16
E. Recipient's total expenditures for Fiscal Year 2013 -14. Attach a list of itemized
expenditures for each project.
Name of work
Primary
Revised description
Amount
Source(s)
Total
or project (as
purpose
based on what was
of
and
expenditures
it appears in
of work
actually
Measure
amount(s)
for work or
the Work
or
accomplished (use
A funds
of
project in
Plan):
project.
numeric values
used:
matching
reporting
Select
where possible to
funds
year
only one
quantify and update
used. If
from list
information from
none,
below.
Work Plan
enter "0"
Actual Total
$
Measure A. Town of Tiburon Page 15 of 16
F. Certification
I certify that the information contained herein is true and accurate, to the best of my knowledge.
Signature
Date:
Print Name
Title
Signature, Chief Fiscal Officer Date
Print Name, Chief Fiscal Officer
Measure A. Town of Tiburon Page 16 of 16
ORDINANCE NO. 3586
AN ORDINANCE OF THE COUNTY OF MARIN, STATE OF CALIFORNIA,
IMPOSING A ONE - QUARTER OF ONE PERCENT RETAIL TRANSACTIONS
AND USE TAX TO BE ADMINISTERED BY THE STATE BOARD OF EQUALIZATION
FOR PARKS, OPEN SPACE, AND FARMLAND PRESERVATION
THE BOARD OF SUPERVISORS OF THE COUNTY OF MARIN ORDAINS AS
FOLLOWS:
SECTION 1. TITLE.
This Ordinance shall be known as the Marin Parks, Open Space, and Farmland Preservation
Transactions and Use Tax Ordinance. The County of Marin hereinafter shall be called
"County." This Ordinance shall be applicable in the incorporated and unincorporated territory of
the County.
SECTION 2. EFFECTIVE DATE; OPERATIVE DATE: ADMINISTRATION.
A. This Ordinance shall become effective upon its approval by a two- thirds majority of
the electors voting on the measure.
B. This Ordinance shall become operative on April 1, 2013 ( "Operative Date "); provided,
however, that the Marin Parks, Open Space, and Farmland Preservation
Expenditure Plan ( "Expenditure Plan "), attached hereto as Exhibit "A," shall become
operative on the effective date of this Ordinance.
C. Prior to January 1, 2013, the Marin County Open Space District ( "District') shall enter
into an agreement with the County for the administration of Open Space program
funding sections of the Expenditure Plan.
SECTION 3. 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 in accordance with the provisions of Part
1.6 (commencing with Section 7251) of Division 2 of the Revenue and Taxation
Code and Section 7285.5 of Part 1.7 of Division 2 which authorizes the County to
adopt this tax Ordinance which shall be operative if two- thirds of the electors voting
on the measure vote 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 are 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, Board of Equalization in administering and collecting the
California State Sales and Use Taxes.
Ordinance No. 3586
Page 1 of 10
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 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.
SECTION 4. EXPENDITURE PLAN; LIMITATION OF EXPENDITURES;FISCAL OvtKSwn I.
Pursuant to the requirements of Government Code §50075.1, (1) the Expenditure Plan
constitutes the statement of the specific purposes for which the revenue generated by this
Ordinance may be expended, (2) the expenditure of the revenue generated by this Ordinance
shall be restricted to the purposes stated in Exhibit "A," (3) the revenue generated by this
Ordinance shall be deposited into the 'Parks, Open Space, and Farmland Preservation Special
Tax Account," and (4) the County Department of Finance shall prepare and file with the Board of
Supervisors reports meeting the requirements of Government Code §50075.3.
SECTION 5. CONTRACT WITH STATE.
Prior to the Operative Date, the County shall contract with the State Board of Equalization to perform
all functions incident to the administration and operation of this transactions and use tax Ordinance;
provided, that if the County shall not have contracted with the State Board 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 calendar quarter following the execution of such a contract,
SECTION 6. 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 County at the rate of one quarter
of one per cent (0.25 %) 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.
SECTION 7. PLACE OF SALE.
For the purposes of this Ordinance, all retail sales are consummated at the place of business of
the retailer unless the tangible personal property sold is delivered by the retailer or his agent to
an out -of -state destination or to a common carrier for delivery to an out -of -state destination.
The gross receipts from such sales shall include delivery charges, when such charges are
subject to the state sales and use tax, regardless 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 are consummated shall be determined
under rules and regulations to be prescribed and adopted by the State Board of Equalization.
SECTION 8. USE TAX RATE.
An excise tax is hereby imposed on the storage, use or other consumption in the County 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 quarter of
one percent (0.25 %) of the sales price of the property. The sales price shall include delivery
charges when such charges are subject to state sales or use tax regardless of the place to
which Idelivery is made.
SECTION 9. ADOPTION OF PROVISIONS OF STATE LAW.
Except as otherwise provided in this Ordinance and except insofar 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.
Ordinance No. 3586
Page 2 of 10
SECTION 10. 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:
A. Wherever the State of California is named or referred to as the taxing agency, the
name of this County shall be substituted therefore. 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 Board of Control, State Board 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
County 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 necessarily 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.
a. The word "County" 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.
SECTION 11. 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 shall not be required by this Ordinance.
SECTION 12. 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 are 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 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 County which is shipped to a point
outside the County, 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 County shall be satisfied:
Ordinance No. 3586
Page 3 of 10
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 Division 3.5 (commencing with Section 9840) of the Vehicle Code by
registration to an out -of- County 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- County 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 subparagraphs (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 County 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.
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 subparagraphs 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
County 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
County or participates within the County in making the sale of the property,
Ordinance No. 3586
Page 4 of 10
including, but not limited to, soliciting or receiving the order, either directly or
indirectly, at a place of business of the retailer in the County or through any
representative, agent, canvasser, solicitor, subsidiary, or person in the County
under the authority of the retailer.
"A retailer engaged in business in the County" 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 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 County.
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 County 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.
SECTION 13, USE OF PROCEEDS.
The proceeds of the taxes imposed by this ordinance shall be used solely for the projects and
purpose set forth in the Expenditure Plan attached as "Exhibit A" and for the administration
thereof.
SECTION 14. 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.
SECTION 15. 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 County, or against any officer of the State or
the County, 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 16. 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.
SECTION 17. PUBLICATION.
Within thirty (30) days of its passage, this ordinance shall be published with the names of the
supervisors voting for and against the same in the MARIN INDEPENDENT JOURNAL,,a
newspaper of general circulation published in the County of Marina
SECTION 18. TERMINATION DATE.
The authority to levy the tax imposed by this Ordinance shall expire nine years from the
operative date of this Ordinance.
Ordinance No. 3586
Page 5 of 10
PASSED AND ADOPTED at a regular meeting of the Board of Supervisors of the
County of Marin held on this 7th day of August, 2012, by the following vote:
AYES: SUPERVISORS Katie Rice, Susan L. Adams, Judy Arnold, Kathrin Sears,
Steve Kinsey
NOES: NONE
ABSENT: NONE
ATTEST:
PRESIDENT, BOARD OF SUPERV&ORS
Ordinance No. 3586
Page 6 of 10
Ixa ill :nw_l
PARKS, OPEN SPACE, AND FARMLAND PRESERVATION EXPENDITURE PLAN
A. Summary
It is proposed that the voters in Marin County be presented in November 2012, the opportunity
to vote to support the preservation of Marin County parks, open space preserves, and farmland.
The Parks, Open Space, and Farmland Preservation one -fourth -cent (1/4 cent) sales tax
( "Measure ") is estimated, at current collection levels, to generate approximately $10,000,000
per year. This level of revenue may change during the life of the Measure due to the variability
in annual receipts. All revenue projections described below are approximate and will be subject
to changes in annual receipts.
This Expenditure Plan ( "Plan ") outlines three programs for spending the sales tax proceeds. In
Part B of the Plan, each program is described by its funding allocation, and types of projects
and activities that the funding would support. Part C of the Plan contains administrative
provisions, including a Community Oversight Committee and public process for determining
annual expenditures.
B. Program Descriptions
1. Parks and Open Space Program (65 %)
The purpose of this Program is to protect or restore natural resources, maintain existing
county parks and open space preserves, and preserve natural lands. Sixty five percent
(65 %) of revenues generated annually by this Measure shall be made available for the
following uses.
a. Protect or Restore Natural Resources and Maintain Existing County Parks and
Open Space Preserves.
The purpose of this element is to protect or restore natural resources, and
maintain our existing county parks and open space preserves. Eighty percent
(80 %) of the Parks and Open Space Program's annual amount shall be used for
the following purposes.
i. Protect and restore wetlands along Marin's coastline and bay shoreline to
protect wildlife habitat, including habitat for shorebirds, waterfowl, and
endangered wildlife such as the California clapper rail and salt marsh
harvest mouse.
ii. Protect water quality and fish habitat by reducing erosion and
sedimentation, and/ or engaging in restoration projects in streams and
creeks within county parks and preserves including, but not limited to,
Coyote Creek, Miller Creek, Lagunitas Creek, Corte Madera Creek, Rush
Creek, Novato Creek, and Las Gallinas Creek.
iii. Reduce the risk of wildfire, enhance biodiversity, and control populations
of invasive, non - native weeds in communities throughout Marin in close
consultation with city, town, and county fire districts and agencies, in
accordance with the Marin County Parks Vegetation and Biodiversity
Management Plan.
iv. Repair, maintain, and /or replace deteriorating facilities and infrastructure
in open space preserves that orient and inform visitors, enable public
access, protect natural resources, enhance safety, and prevent slope
instability and flooding affecting downstream areas. Facilities and
infrastructure include, but are not limited to, signs, gates, fences, flood
Ordinance No. 3586
Page 7 of 10
prevention and drainage improvements, slope stability improvements,
culverts, retaining walls, and bridges.
v. Repair, maintain, and /or replace deteriorating recreation facilities and
infrastructure in county parks and on county regional pathways. Facilities
and infrastructure include, but are not limited to, children's playgrounds,
bathrooms, water fountains, water lines, picnic areas and tables, the
swimming pool at McNear's Beach Park, signs, sea walls, kayak and
canoe launches, fishing piers, paved multiuse pathways such as Mill
Valley /Sausalito bike path and Corte Madera Creek bike path, tennis
courts, basketball courts, the skate park at John F. McInnis Park,
landscape plantings, parking lots, irrigation systems, and ball fields.
vi. Implement trail projects to protect water quality, sensitive habitats and
natural areas (including habitat for rare and endangered species); reduce
erosion; avoid unstable slopes; improve trail safety and sustainability;
improve trail enjoyment and recreation opportunities; and reduce
maintenance costs, in accordance with the Marin County Parks Road and
Trail Management Plan. Project types may include, but are not limited to,
rerouting existing trails; decommissioning (closing) unauthorized and
redundant trails with concurrent habitat restoration; converting redundant
or unnecessary fire roads to trails (in consultation with Marin fire
agencies); building new or modifying existing trails when necessary to
improve trail safety and /or achieve connections to other trails or
destinations; and entering into arrangements with private land owners for
essential trail connections.
vii. Augment current visitor services for parks and open space preserves —
via rangers, programming, and partnerships — to protect natural
resources; support visitor safety and enjoyment; and support
volunteerism and environmental education.
b. Preserve,Natural Lands
The purpose of this element is to enable fulfillment of the Marin County Parks
Strategic Plan goals related to the permanent preservation of land for public open
space, community separators, wildlife corridors, greenbelts, and habitat. Twenty
percent (20 %) of the Parks and Open Space Program's annual amount shall be
used for the following purposes; however, the annual amount or its balance may
be accumulated, carried over, and accrued for expenditure in future years, not to
exceed ten (10) years after the termination date of the sales tax increase.
L Purchase land or conservation easements from willing sellers for the
purposes of permanently protecting and /or restoring natural areas,
streams, bay lands, and native ecosystems with high natural resource
values.
ii. To the extent possible, these funds would be used to leverage matching
funds from public and private partners.
2. Farmland Preservation Program (20 %)
The purpose of this Program is to protect Marin County farmland at risk of subdivision
and development and preserve Marin's working farms and ranches. Twenty percent
(20 %) of revenues generated annually by this Measure shall be made available for the
following uses.
a. Purchase perpetual agricultural conservation easements, and on land already
encumbered by agricultural conservation easements, purchase additional real
Ordinance No. 3586
Page 8 of 10
property interests, to protect and permanently preserve Marin County farms and
ranches for productive agricultural use through voluntary transactions with
landowners.
b. Provide matching grants to qualified organizations to support and facilitate the
purchase of perpetual agricultural conservation easements, and additional real
property interests on land already encumbered by an agricultural conservation
easement, through voluntary transactions with landowners.
c. Provide matching grants to the Merin Resource Conservation District for the
purpose of assisting ranchers and farmers in enhancing the agricultural and
natural resource values on easement - protected properties. Grants for this
purpose shall not exceed five percent (5 %) of the Farmland Preservation
Program's annual amount.
d. Provide matching grants to the entities holding easements acquired with program
funds, for the purpose of monitoring and enforcing such easements. Grants for
this purpose shall not exceed five percent (5 %) of the Farmland Preservation
Program's annual amount.
3. City, Town, and Applicable Special District Program (15 %)
The purpose of this Program is to assist Merin's municipalities and applicable special
districts in managing their parks, open space preserves, recreation programs, and
vegetation to promote biodiversity and reduce wildfire risk. Fifteen percent (15 %) of the
revenues generated annually by this Measure shall be made available for the following
uses.
a. Provide grants to cities, towns, and applicable special districts (special districts
that provide for parks, open space and /or recreation in unincorporated areas), to
maintain, restore, and /or renovate existing parks, preserves, and recreational
facilities; to construct new parks and recreational facilities or acquire parklands;
or to engage in vegetation management to reduce wildfire risk, promote
biodiversity, or control invasive non - native weeds on private, municipal, or district
lands.
b. Funds shall be available through a grant allocation process that will be designed
in concert with the cities, towns, and applicable special districts. The grant
allocation process, but not the individual projects, shall be subject to approval by
the Marin County Board of Supervisors. This program is expected to generate
over $13,500,000 over the life of the Measure. This program's annual amount, or
its balance, may be accumulated, carried over, and accrued for expenditure in
future years, not to exceed ten (10) years after the termination date of the sales
tax increase.
C. Administrative Provisions
1. Community Oversight Committee
a. A Community Oversight Committee shall be created by the Marin County Board
of Supervisors within six months of the effective date of the ordinance levying the
sales tax increase. The responsibilities of this committee shall be to review Plan
expenditures on an annual basis to ensure they conform with the Plan, and
oversee an annual audit and prepare an annual report describing how funds
were spent.
b. Members of the committee shall be appointed by the Board. The role of the
committee shall be to advise the Board and staff on these matters. The
committee shall report to the Director and General Manager of Merin County
Parks.
Ordinance No. 3586
Page 9 of 10
c. Members of the Community Oversight Committee shall be county residents who
are neither elected officials of any government, nor employees from any agency
or organization that either oversees or benefits from the proceeds of the sales
tax. The committee shall consist of seven at -large members.
d. The Board shall approve bylaws related to the conduct of. committee meetings
and business.
e. Meetings of the committee shall be open to the public and shall be held in
compliance with the Ralph M. Brown Act, California's open meeting law.
f. The committee shall dissolve after all revenue collected from this Measure is
expended and a final report is submitted.
2. Implementation Requirements
Implementation of the plan shall be guided by the following procedures to ensure that
the revenue generated by the Measure is spent in the most efficient and effective
manner possible, consistent with serving the public interest in Marin County, and the
desires of the voters of Marin County.
a. The Marin County Parks and Open Space Commission shall conduct a public
meeting annually to gain public input on selection of projects to expend the sales
tax revenues, as part of County's annual budget development process.
b. The County of Marin is charged with the fiduciary duty to administer sales tax
proceeds in accordance with applicable laws. Disbursement of funds as grants
shall be subject to terms and conditions that may include, but are not limited to,
the County's right to 1) require grantees to enter into funding agreements with
the County; 2) require matching funds; and 3) audit a grantee's use of tax
proceeds.
c. Actual revenues generated by the Measure may be higher or lower than
estimates in this Plan due to variability in annual tax receipts. County shall
annually estimate revenue from the Measure.
d. County may accumulate revenue over multiple years so that sufficient funding is
available for larger and long -term projects. All interest income shall be used for
the purposes identified in this Plan, and shall accrue proportionately to the
programs identified in this Plan. Ten (10) years after the termination date of the
sales tax increase, unused funds and accrued interest from the Farmland
Preservation Program and the City, Town, and Applicable Special District
Program shall be available for any purpose consistent with this Plan, subject to
approval by the Board of Supervisors.
e. Sales tax proceeds are intended to augment annual County of Marin General
Fund support for Marin County Parks. Any reduction in the annual net county
costs below the 2012 -13 allocation to Marin County Parks from the General Fund
will be within the range of reductions being required from other county
departments.
f. To enhance local workforce development and employment opportunities, and
involve youth and young adults in caring for our natural resources, the county will
reach out to local community based, not- for - profit, and /or for profit businesses
and consider these entities for the provision of new contracted services funded
by this measure.
g. No more than five percent (5 %) of the Parks and Open Space Program's annual
amount may be used for administrative expenses by the county.
h. No more than five percent (5 %) of the Farmland Preservation Program's annual
amount may be used for administrative expenses by the county.
Ordinance No. 3586
Page 10 of 10
RESOLUTION NO. 43-2013
RESOLUTION AUTHORIZING THE TOWN MANAGER TO
NEGOTIATE AND EXECUTE AN AGREEMENT WITH THE
COUNTY OF MARIN FOR USE OF MEASURE A REVENUES
AND TO DEVELOP AN ANNUAL WORD PLAN
WHEREAS, on November 6, 2012, Malin County voters passed Measure A, a one -
quarter of one percent transactions and use tax, dedicated to parks and open space for the
duration of nine years; and
WHEREAS, fifteen percent of the Measure A revenues is earmarked for Marin
municipalities and special districts for the purpose of managing parks, open space preserves,
recreation programs and vegetation; and
WHEREAS, the County of Marin is responsible for the administration of Measure A
funds, and has developed a form of agreement and program materials for use by Marin
municipalities; and
WHEREAS, the Town of Tiburon is eligible to receive Measure A funds, currently
estimated at $52,000 per year, and must enter into an agreement with the County of Marin, in
order to obtain these funds; and
WHEREAS, Town staff have presented to the Town Council a draft Agreement and
recommends that the Town use the 2014 Measure A funds for vegetation management in the
Town open space and the Pt. Tiburon Marsh.
NOW, THEREFORE, BE IT RESOLVED, by the Tiburon Town Council that the
Town Manager is authorized to negotiate and execute an agreement with the County of Malin to
provide for the disbursement of Measure A proceeds and the accounting for Measure A fund
expenditures; to develop and submit an annual Work Plan to the County and to take other actions
necessary to fulfill this intent; and
PASSED AND ADOPTED at a regular meeting of the Town Council of the Town of
Tiburon held on November 20, 2013, by the following vote:
AYES: COUNCILMEMBERS
ABSENT: COUNCILMEMBERS
ATTES
DIANE CRANE OPI, TOWN CLERK
Fraser, Fredericks, Slavitz, O'Donnell
Doyle
EMMETT O'DONNELL, MAYO
TOWN OF TIBURON
GRANT AGREEMENT FOR DISBURSEMENT OF TAX PROCEEDS
BETWEEN
COUNTY OF MARIN
TOWN OF TIBURON
This Grant Agreement (hereinafter "AGREEMENT ") is made and entered into this 3rd day of
December, 2013, by and between the County of Marin, a political subdivision of the State of
California (hereinafter "COUNTY "), and the TOWN OF TIBURON (hereinafter "TOWN"), a
municipal corporation of the State of California, collectively hereinafter the "PARTIES ".
Recitals
Whereas, the Marin Parks, Open Space, and Farmland Preservation Transactions and Use Tax
Ordinance (hereinafter "MEASURE A "; attached as Exhibit A) was approved by Marin County
voters on November 6, 2012; and
Whereas, MEASURE A levies a one - quarter of one - percent transactions and use tax
(hereinafter "sales tax ") in Marin County and is estimated to generate approximately
$10,000,000 per year for the life of the measure; and
Whereas, the MEASURE A expenditure plan, included in Exhibit A, allocates 15% of the
revenues from the sales tax increment to a City, Town, and Special District Program (hereinafter
"PROGRAM ") to assist Marin's municipalities and applicable special districts in managing their
parks, open space preserves, recreation programs, and vegetation to promote biodiversity and
reduce wildfire risk; and
Whereas, the term, applicable special districts, means a local public entity located wholly within
the unincorporated area of Marin that was explicitly formed to provide services to the community
for park and recreation purposes and /or park and recreation purposes plus open space.
Applicable special districts do not include federal agencies, state agencies, extensions of the
County government (i.e. CSAs) and /or districts located within an incorporated town or city even
if such agencies or districts provide services to the community for recreation, open space or
recreation programming.
Whereas, COUNTY is charged with the fiduciary duty to administer the MEASURE A sales tax
proceeds consistent with applicable laws; and
Whereas, MEASURE A, requires that an allocation method be developed as a means to
determine the amount of funding each municipality and applicable special district receives on an
annual basis from the PROGRAM; and
Whereas, the Marin County Board of Supervisors approved said allocation method on
December 3rd, a copy of which (Exhibit B) is attached hereto and made a part hereof
(hereinafter "ALLOCATION METHOD "); and
Measure A. Town of Tiburon Page 1 of 16
Whereas, the objective of this AGREEMENT is to establish a mutually beneficial relationship
between PARTIES to disburse and account for MEASURE A fund expenditures;
Therefore, PARTIES are entering into this AGREEMENT.
Statement of Agreement
It is mutually agreed and understood that, upon signing of this AGREEMENT:
a. COUNTY is responsible for allocating, managing, accounting for, and disbursing
all PROGRAM funds.
b. COUNTY will disburse PROGRAM funds to TOWNsemiannually (two times per
fiscal year), as follows:
Disbursement 1 will occur on or about the first Monday in July each year,
conditional upon receipt by Marin County Parks of an Annual Measure A
Work Plan prepared by CITY/TOWN /DISTRICT, in the form attached as
Exhibit C, by June 1 of the same calendar year. Disbursement 1 will
consist of PROGRAM funds from Measure A revenue received from the
Board of Equalization during the preceding January 1 through June 30
period and allocated to the TOWNaccording to the ALLOCATION
METHOD. If TOWNsubmits its Annual Measure A Work Plan after June
1, Disbursement 1 shall occur approximately 30 days subsequent to
submittal.
Disbursement 2 will occur on or about the first Monday in January,
conditional upon receipt by Marin County Parks, by September 15th of
the same fiscal year, of an Annual Measure A Expenditure Report
prepared by CITY/TOWN /DISTRICT, in the form attached as Exhibit D,
describing actual expenditures for the preceding fiscal year.
Disbursement 2 will consist of PROGRAM funds from Measure A revenue
received from the Board of Equalization during the preceding July 1
through December 31 period and allocated to the TOWN according to the
ALLOCATION METHOD. If TOWN submits its Annual Measure A
Expenditure Report after September 15, Disbursement 2 shall occur
approximately 30 days subsequent to submittal. Late Expenditure
Reports will delay annual reporting on Measure A, and the work of the
Measure A Community Oversight Committee. is encouraged to produce
Expenditure Reports on time.
iii. COUNTY will make every effort to make disbursements within the time
periods specified above, and shall not willfully delay or withhold
PROGRAM funds for reasons other than those stated in this
AGREEMENT, but shall not be responsible for the consequences if
disbursements are delayed for any reason. Disbursements will occur by
electronic transfer.
Measure A. Town of Tiburon Page 2 of 16
iv. Notwithstanding the foregoing schedule, the first disbursement will occur
on or about the first Monday in January 2014. The first disbursement will
consist of PROGRAM funds from Measure A revenue received from April
1, 2013 through December 31, 2013 and allocated to the TOWN
according to the ALLOCATION METHOD, and may be applied to TOWN
PROGRAM expenditures and obligations made or incurred during that
period. Any money spent prior to the approval of the first Work Plan may
not be reimbursed by Measure A funds if the work performed does not
meet the requirements of the Work Plan and Measure A Ordinance.
c. CITY/TOWN /DISTRICT's allocation of PROGRAM funds must be used as
described in Exhibit A to this AGREEMENT. Only the following uses are allowed:
i. To maintain, restore and /or renovate existing parks, preserves and
recreational facilities.
ii. To construct new parks and recreational facilities or acquire parklands.
iii. To engage in vegetation management to reduce wildfire risk, promote
biodiversity or control invasive non - native weeds on private, municipal, or
district lands.
d. Without changing the ALLOCATION METHOD, COUNTY may review and adjust
CITY/TOWN /DISTRICT's allocation every three years, beginning with the date of
this AGREEMENT, to reflect population changes in the municipalities and
applicable special districts receiving PROGRAM funds. COUNTY shall provide
CITY/TOWN /DISTRICT's with notice of any adjustments.
For CITY/TOWN /DISTRICT's budgeting purposes, COUNTY will provide an
estimate of a CITY/TOWN /DISTRICT's annual allocation for the coming fiscal
year on or about February 1, for as long as the tax is in effect. COUNTY will base
the estimate on the annual budget approved by the Board of Supervisors and
account for an estimated delay in payment from the sales tax is assessed to the
time a payment is made to COUNTY of three (3) months. Actual allocation may
be higher or lower than the estimate due to variability in annual tax receipts. The
first estimate of annual allocation will occur on or about October 18, 2013.
f. TOWN is not required to match funds.
g. TOWN will segregate PROGRAM funds from other funds available to it. TOWN is
required to establish a Measure A Revenue Account and an annual Measure A
Budget, out of which expenditures may be made.
h. TOWN need not expend its annual allocation of PROGRAM funds in a single
fiscal year. Allocations may accumulate with the TOWN and carry over into
multiple, successive fiscal years if, for example, TOWN wishes to use the funds
for a program, project or projects that cannot be funded with a single year
allocation.
TOWN will expend the sum total of its annual allocations by 10 years after the
date the original MEASURE A expires. On that date, PROGRAM funds not
expended by TOWN shall revert and be due to COUNTY.
Measure A. Town of Tiburon Page 3 of 16
CITY/TOWN /DISTRICT's first Annual Measure A Work Plan, as described in
Exhibit C will be due to COUNTY on December 16, 2013. Future annual work
plans shall be due as stated in item "b" above. If TOWN submits its first Annual
Measure A Work Plan after December 1, the Disbursement described in item
b(iv) above shall occur approximately 30 days subsequent to submittal.
k. TOWN is responsible for ensuring that environmental review and permitting
requirements are fulfilled, if applicable, for all projects receiving Measure A funds.
TOWN will spend Measure A funds solely on project or program costs. Project or
program costs are defined as costs associated with staff, contractors, consultants
or materials related to projects identified in the annual Work Plan.
m. The accuracy of CITY/TOWN /DISTRICT's annual Measure A Expenditure
Reports will be certified by the CITY/TOWN /DISTRICT's chief fiscal officer.
n. COUNTY may audit CITY /TOWN /DISTRICT's expenditure of PROGRAM funds.
o. COUNTY will assist TOWN to establish practices and procedures, as necessary,
to facilitate CITY/TOWN /DISTRICT's fulfillment of its responsibilities pursuant to
this AGREEMENT.
2. Indemnification
TOWN shall defend, indemnify, hold harmless, and release COUNTY, its elected and appointed
officials, officers, agents, and employees, from and against any and all actions, claims,
damages, liabilities, or expenses (hereinafter "LIABILITY ") that may be asserted by any third
party arising out of or in connection with CITY/TOWN /DISTRICT'S performance under or the
making of this AGREEMENT, except to the extent that LIABILITY is caused by the negligence
or willful misconduct of COUNTY.
COUNTY shall defend, indemnify, hold harmless, and release CITY/TOWN /DISTRICT, its
elected and appointed officials, officers, agents, and employees, from and against any and all
actions, claims, damages, liabilities, or expenses (hereinafter "LIABILITY ") that may be asserted
by any third party arising out of or in connection with COUNTY'S performance under or the
making of this AGREEMENT, except to the extent that LIABILITY is caused by the negligence
or willful misconduct of CITY/TOWN /DISTRICT.
3. Duration and Termination
The terms of this AGREEMENT shall remain in full force and effect for 10 (ten) years from the
date adopted and signed. This AGREEMENT may be renewed by the mutual consent of all
PARTIES. Any party may terminate this AGREEMENT by notifying the other party a minimum of
30 (thirty) days in advance.
4. Contacts and Notices
All notices under this Agreement shall be in writing (unless otherwise specified) delivered to the
parties by hand, by commercial courier service, or by United States mail, postage prepaid,
addressed to the parties at the addresses set forth below or such other addresses as the parties
may designate by notice.
Measure A. Town of Tiburon Page 4 of 16
For County:
Director
Marin County Parks
3501 Civic Center Drive, Suite 260
San Rafael, CA 94903
Phone: (415) 473 -6387
Fax: (415) 473 -3795
Email: LDahl @marincounty.org
For Town:
Director of Administrative Services
Town of Tiburon
1505 Tiburon Boulevard
Phone: (415)435 -7379
Fax: (415) 435 -2438
E -mail: hbigall @ci.tiburon.ca.us
5. NO THIRD PARTY BENEFICIARIES
Nothing contained in this agreement shall be construed to create, and the PARTIES do not
intend to create, any rights in third parties.
6. EXPENSES
Except as otherwise provided in Section 2 of this AGREEMENT, each party shall be solely
responsible for and shall bear all of its own respective legal expenses in connection with any
dispute arising out of this AGREEMENT and the transactions hereby contemplated. PARTIES
may not use PROGRAM funds for the aforementioned purpose.
7. INTEGRATION
This AGREEMENT, including Exhibits A, B, C and D which are attached hereto and
incorporated herein by reference, represents the entire AGREEMENT of the PARTIES with
respect to the subject matter thereof. No representations, warranties, inducements or oral
agreements have been made by any of the parties except as expressly set forth herein.
8. AMENDMENT
Except as otherwise provided herein, this AGREEMENT may not be changed, modified or
rescinded except in writing, signed by all PARTIES hereto, and any attempt at oral modification
of this AGREEMENT shall be void and of no effect.
9. SEVERABILITY
Should a court of competent jurisdiction rule or declare that any part of this AGREEMENT is
unconstitutional, invalid, or beyond the authority of either party to enter into or carry out, such
decision shall not affect the validity of the remainder of this AGREEMENT, which shall continue
in full force and effect; provided that the remainder of this AGREEMENT can, absent the
excised portion, be reasonably interpreted to give effect to the intentions of the PARTIES.
Measure A. Town of Tiburon Page 5 of 16
IN WITNESS WHEREOF, the PARTIES hereto have executed this AGREEMENT on the day
and year above written.
TOWN OF TIBURON
Margaret A. Curran, Town Manager
Attest: MA�-
Diane Crane lacopi, wn Clerk
Approved as to Form:
TOWN ATTORNEY
By_��
Ann R. Danforth
COUNTY OF MARIN
President, Board of Supervisors
Attest:
Clerk of the Board
Approved as to Form:
COUNTY COUNSEL
la
Measure A. Town of Tiburon Page 6 of 16
400
N,g e
EXHIBIT A
Marin County Ordinance No. 3586
4 S
.lb
Measure A. Town of Tiburon Page 7 of 16
EXHIBIT B
Allocation Method
Allocation Method: Marin County Ordinance No. 3586, the Marin Parks, Open Space, and
Farmland Preservation Transactions and Use Tax Ordinance, also known as Measure A,
earmarks 15% of its annual revenues for a "City, Town and Applicable Special District
Program ". The municipalities and districts have worked together to agree upon an allocation
method. The following allocation method is final:
Of the total funds available to this program annually:
73.55% shall be allocated to cities and towns. This amount shall be divided among the 11
municipalities on a per capita basis.
26.45% shall be allocated to the applicable special districts. Half of this amount shall be divided
equally among the 8 districts. The remaining half shall be divided on a per capita basis among
the districts.
Measure A. Town of Tiburon Page 8 of 16
EXHIBIT C
Form of Annual Measure A Work Plan
Work Plan
Measure A City, Town, and Applicable Special District Program
Proposed Expenditure of Measure A FundsforApril 1, 2013 to June 30, 2014
Timely and accurate completion of this report is a condition of receiving Measure A funds.
Instructions:
• This work plan must be completed by an authorized representative of the recipient.
• Please complete this work plan, then scan and e -mail it to Kevin Wright, Marin County
Parks External Affairs Coordinator (kwright @marincounty.org), by December 15, 2013.
In future years, this work plan will be due on June 1, before the start of the new fiscal
year.
• Contact Mr. Wright by e -mail (kwright5,marincounty.org) or phone (415) 473 -2129 if you
have any questions, or if you have suggestions to improve this form.
• Marin County Parks will review this plan within one month of its receipt to ensure that
proposed expenditures are consistent with Marin County Ordinance 3586 (Measure A).
• Recipients must provide Marin County Parks with30 -days prior notice of any project
additions or substitutions that are proposed while a work plan is in effect.
• Marin County Parks will provide the recipient with an estimate of recipient's Measure A
funding for Fiscal Year 2013 -14 by October 18,2013.
• Total actual project expenditures may not exceed recipient's actual Measure A funding
for any given fiscal year, plus any balance remaining from previous years.
This portion of page is intentionally blank. Proceed to next page.
Measure A. Town of Tiburon Page 9 of 16
A. Name of Recipient (city, town, or special district): TOWN OF TIBURON
B. Recipient's representative and contact information: (Please print all information)
Name:
(Print)
Title:
(Print)
Address:
City, Zip:
Phone:
E -mail:
C. Total estimated funds for current fiscal year 2013 -14:
L. Balance of
ii. Estimate of recipient's
iii. Total estimated
recipient's
Measure A funds for
available
Measure A funds from
Fiscal Year 2013 -14. (This
funds for current fiscal
previous fiscal years
information will be
year
provided by Marin County
(i + ii).
Parks)
$0
$
$
Measure A. Town of Tiburon Page 10 of 16
D. Recipient's Measure A Work Plan for Fiscal Year 2013 -14:
Name of
Primary
Description. Be as
Amount of
Source(s)
Total
work or
purpose
specific as possible.
Measure A
and
expenditures
project:
of work
Include numbers
funds
amount(s)
projected for
or
related to square
estimated
of
work or
project.
footage of facilities,
to be
matching
project in
Select
acreage, etc.If
used:
funds
current
only one
Measure A funds
projected
reporting
from list
were used for
for use. If
year
below. **
maintenance, use
none,
numbers to indicate
enter "0"
change from pre -
Measure A
conditions.
Estimated Total
$
* *Select work or project purpose only from the following menu: (see next page for additional choices)
a) Routine maintenance
b) Renovation of existing recreational facility, including infrastructure (includes planning, environmental review,
permitting, design development, etc.)
c) Construction of new park or recreation facility (includes planning, environmental review, permitting, design
development, etc.)
d) Parkland acquisition
e) Vegetation management to reduce wildfire risk
f) Vegetation management to promote biodiversity
g) Vegetation management to control invasive, non- native weeds
Measure A. Town of Tiburon Page 11 of 16
E. Certification
I certify that the information contained herein is true and accurate, to the best of my knowledge.
Signature
Print Name
Measure A. Town of Tiburon Page 12 of 16
Title
Date
EXHIBIT D
Form of Annual Measure A Expenditure Report
Expenditure report
Measure A City, Town, and Applicable Special District Program
Expenditure of Measure A Funds for April 1, 2013 to June 30, 2014
Timely and accurate completion of this report is a condition of receiving Measure A funds, and is
necessary to fulfill financial reporting requirements pursuant to Marin County Ordinance 3586
(Measure A). Information contained in this report is subject to verification and will be included in
a Measure A Annual Report prepared by Marin County Parks.
Instructions:
• This report must be completed by an authorized representative of the recipient and
signed by both the authorized representative and the chief fiscal officer.
• Please complete this report, then scan and e -mail it to Kevin Wright, Marin County Parks
External Affairs Coordinator (kwright @marincounty.org), by September 15, 2014.
• Contact Mr. Wright by e -mail (kwright5marincounty.org) or phone (415) 473 -2129 if you
have any questions, or if you have suggestions to improve this form.
• Recipients are encouraged to accompany reports with photos of finished work and
projects funded in full or in part by Measure A. Please include the project name and
other pertinent information in the photo file name. If you plan on submitting a large
number of photos, please contact Mr. Wright for access to a Dropbox folder to facilitate
the file transfer.
This portion of page is intentionally blank. Proceed to next page.
Measure A. Town of Tiburon Page 13 of 16
A. Name of Recipient (city, town, or special
district):
B. Recipient's representative and contact information:
Name: Title:
(Print)
Address: City, Zip
Code
Phone: E-
mail:
C. Recipient's total actual allocation of Measure A funds for Fiscal Year 2013 -14 (sum of
disbursements received):
D. Balance of recipient's Measure A funds on June 30, 2014:
i. Remaining balance
ii. Balance from
iii. Total balance (i + ii)
from current reporting
previous years
on June 30,2014
year
$
$0
$
Measure A. Town of Tiburon Page 14 of 16
E. Recipient's total expenditures for Fiscal Year 2013 -14. Attach a list of itemized
expenditures for each project.
[dame of work
Primary
Revised description
Amount
Source(s)
Total
or project (as
purpose
based on what was
of
and
expenditures
it appears in
of work
actually
Measure
amount(s)
for work or
the Work
or
accomplished (use
A funds
of
project in
Plan):
project.
numeric values
used:
matching
reporting
Select
where possible to
funds
year
only one
quantify and update
used. If
from list
information from
none,
below.
Work Plan)
enter "0"
$
$
Actual Total
Measure A. Town of Tiburon Page 15 of 16
F. Certification
I certify that the information contained herein is true and accurate, to the best of my knowledge.
Signature
Date:
Print Name
Title (Print)
Signature, Chief Fiscal Officer Date
Print Name, Chief Fiscal Officer
Measure A. Town of Tiburon Page 16 of 16
ORDINANCE NO. 3586
AN ORDINANCE OF THE COUNTY OF MARIN, STATE OF CALIFORNIA,
IMPOSING A ONE - QUARTER OF ONE PERCENT RETAIL TRANSACTIONS
AND USE TAX TO BE ADMINISTERED BY THE STATE BOARD OF EQUALIZATION
FOR PARKS, OPEN SPACE, AND FARMLAND PRESERVATION
THE BOARD OF SUPERVISORS OF THE COUNTY OF MARIN ORDAINS AS
FOLLOWS:
SECTION 1. TITLE.
This Ordinance shall be known as the Marin Parks, Open Space, and Farmland Preservation
Transactions and Use Tax Ordinance. The County of Marin hereinafter shall be called
"County." This Ordinance shall be applicable in the incorporated and unincorporated territory of
the County.
SECTION 2. EFFECTIVE DATE; OPERATIVE DATE; ADMINISTRATION.
A. This Ordinance shall become effective upon its approval by a two - thirds majority of
the electors voting on the measure.
B. This Ordinance shall become operative on April 1, 2013 ( "Operative Date "); provided,
however, that the Marin Parks, Open Space, and Farmland Preservation
Expenditure Plan ( "Expenditure Plan "), attached hereto as Exhibit "A," shall become
operative on the effective date of this Ordinance.
C. Prior to January 1, 2013, the Marin County Open Space District ( "District ") shall enter
into an agreement with the County for the administration of Open Space program
funding sections of the Expenditure Plan.
SECTION 3. 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 in accordance with the provisions of Part
1.6 (commencing with Section 7251) of Division 2 of the Revenue and Taxation
Code and Section 7285.5 of Part 1.7 of Division 2 which authorizes the County to
adopt this tax Ordinance which shall be operative if two - thirds of the electors voting
on the measure vote 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 are 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, Board of Equalization in administering and collecting the
California State Sales and Use Taxes.
Ordinance No. 3586
Page 1 of 10
FX A
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 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.
SECTION 4. EXPENDITURE PLAN; LIMITATION OF EXPENDITURES; FISCAL OVERSIGHT.
Pursuant to the requirements of Government Code §50075.1, (1) the Expenditure Plan
constitutes the statement of the specific purposes for which the revenue generated by this
Ordinance may be expended, (2) the expenditure of the revenue generated by this Ordinance
shall be restricted to the purposes stated in Exhibit "A," (3) the revenue generated by this
Ordinance shall be deposited into the "Parks, Open Space, and Farmland Preservation Special
Tax Account," and (4) the County Department of Finance shall prepare and file with the Board of
Supervisors reports meeting the requirements of Government Code §50075.3.
SECTION 5. CONTRACT WITH STATE.
Prior to the Operative Date, the County shall contract with the State Board of Equalization to perform
all functions incident to the administration and operation of this transactions and use tax Ordinance;
provided, that if the County shall not have contracted with the State Board 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 calendar quarter following the execution of such a contract.
SECTION 6. 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 County at the rate of-one quarter
of one per cent (0.25 %) 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.
SECTION 7. PLACE OF SALE.
For the purposes of this Ordinance, all retail sales are consummated at the place of business of
the retailer unless the tangible personal property sold is delivered by the retailer or his agent to
an out -of -state destination or to a common carrier for delivery to an out -of -state destination.
The gross receipts from such sales shall include delivery charges, when such charges are
subject to the state sales and use tax, regardless 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 are consummated shall be determined
under rules and regulations to be prescribed and adopted by the State Board of Equalization.
SECTION 8. USE TAX RATE.
An excise tax is hereby imposed on the storage, use or other consumption in the County 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 quarter of
one percent (0.25 %) of the sales price of the property. The sales price shall include delivery
charges when such charges are subject to state sales or use tax regardless of the place to
which delivery is made.
SECTION 9. ADOPTION OF PROVISIONS OF STATE LAW.
Except as otherwise provided in this Ordinance and except insofar 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.
Ordinance No. 3586
Page 2 of 10
SECTION 10. 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:
A. Wherever the State of California is named or referred to as the taxing agency, the
name of this County shall be substituted therefore. 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 Board of Control, State Board 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
County 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 necessarily 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.
a. The word "County" 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.
SECTION 11. 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 transactons permit shall not be required by this Ordinance.
SECTION 12. 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 are 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 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 County which is shipped to a point
outside the County, 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 County shall be satisfied:
Ordinance No. 3586
Page 3 of 10
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 Division 3.5 (commencing with Section 9840) of the Vehicle Code by
registration to an out -of- County 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- County 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 subparagraphs (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 County 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.
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 subparagraphs 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
County 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
County or participates within the County in making the sale of the property,
Ordinance No. 3586
Page 4 of 10
including, but not limited to, soliciting or receiving the order, either directly or
indirectly, at a place of business of the retailer in the County or through any
representative, agent, canvasser, solicitor, subsidiary, or person in the County
under the authority of the retailer.
7. "A retailer engaged in business in the County 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 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 County.
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 County 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.
SECTION 13. USE OF PROCEEDS.
The proceeds of the taxes imposed by this ordinance shall be used solely for the projects and
purpose set forth in the Expenditure Plan attached as "Exhibit A" and for the administration
thereof.
SECTION 14. 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.
SECTION 15. 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 County, or against any officer of the State or
the County, 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 16. 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.
SECTION 17. PUBLICATION.
Within thirty (30) days of its passage, this ordinance shall be published with the names of the
supervisors voting for and against the same in .the MARIN INDEPENDENT JOURNAL,.a
newspaper of general circulation published in the County of Marin.'
SECTION 18. TERMINATION DATE.
The authority to levy the tax imposed by this Ordinance shall expire nine years from the
operative date of this Ordinance.
Ordinance No. 3586
Page 5 of 10
PASSED AND ADOPTED at a regular meeting of the Board of Supervisors of the
County of Marin held on this 7th day of August, 2012, by the following vote:
AYES: SUPERVISORS Katie Rice, Susan L. Adams, Judy Arnold, Kathrin Sears,
Steve Kinsey
NOES: NONE
ABSENT: NONE
ATTEST:
11h
1141;�
CL R
PRESIDENT, BOARD OF SUPER/ ORS
Ordinance No. 3586
Page 6 of 10
Exhibit A
PARKS, OPEN SPACE, AND FARMLAND PRESERVATION EXPENDITURE PLAN
A. Summary
It is proposed that the voters in Marin County be presented in November 2012, the opportunity
to vote to support the preservation of Marin County parks, open space preserves, and farmland.
The Parks, Open Space, and Farmland Preservation one - fourth -cent (1/4 cent) sales tax
("Measure") is estimated, at current collection levels, to generate approximately $10,000,000
per year. This level of revenue may change during the life of the Measure due to the variability
in annual receipts. All revenue projections described below are approximate and will be subject
to changes in annual receipts.
This Expenditure Plan ( "Plan ") outlines three programs for spending the sales tax proceeds. In
Part B of the Plan, each program is described by its funding allocation, and types of projects
and activities that the funding• would support. Part C of the Plan contains administrative
provisions, including a Community Oversight Committee and public process for determining
annual expenditures.
B. Program Descriptions
1. Parks and Open Space Program (65 %)
The purpose of this Program is to protect or restore natural resources, maintain existing
county parks and open space preserves, and preserve natural lands. Sixty five percent
(65 %) of revenues generated annually by this Measure shall be made available for the
following uses.
a. Protect or Restore Natural Resources and Maintain Existinq County Parks and
Open Space Preserves.
The purpose of this element is to protect or restore natural resources, and
maintain our existing county parks and open space preserves. Eighty percent
(80 %) of the Parks and Open Space Program's annual amount shall be used for
the following purposes.
i. Protect and restore wetlands along Marin's coastline and bay shoreline to
protect wildlife habitat, including habitat for shorebirds, waterfowl, and
endangered wildlife such as the California clapper rail and salt marsh
harvest mouse.
ii. Protect water quality and fish habitat by reducing erosion and
sedimentation, and/ or engaging in restoration projects in streams and
creeks within county parks and preserves including, but not limited to,
Coyote Creek, Miller Creek, Lagunitas Creek, Corte Madera Creek, Rush
Creek, Novato Creek, and Las Gallinas Creek.
iii. Reduce the risk of wildfire, enhance biodiversity, and control populations
of invasive, non - native weeds in communities throughout Marin in close
consultation with city, town, and county fire districts and agencies, in
accordance with the Marin County Parks Vegetation and Biodiversity
Management Plan.
iv. Repair, maintain, and /or replace deteriorating facilities and infrastructure
in open space preserves that orient and inform visitors, enable public
access, protect natural resources, enhance safety, and prevent slope
instability and flooding affecting downstream areas. Facilities and
infrastructure include, but are not limited to, signs, gates, fences, flood
Ordinance No. 3586
Page 7 of 10
prevention and drainage improvements, slope stability improvements,
culverts, retaining walls, and bridges.
v. Repair, maintain, and /or replace deteriorating recreation facilities and
infrastructure in county parks and on county regional pathways. Facilities
and infrastructure include, but are not limited to, children's playgrounds,
bathrooms, water fountains, water lines, picnic areas and tables, the
swimming pool at McNear's Beach Park, signs, sea walls, kayak and
canoe launches, fishing piers, paved .multiuse pathways such as Mill
Valley /Sausalito bike path and Corte Madera Creek bike path, tennis
courts, basketball courts, the skate park at John F. McInnis Park,
landscape plantings, parking lots, irrigation systems, and ball fields.
vi. Implement trail projects to protect water quality, sensitive habitats and
natural areas (including habitat for rare and endangered species); reduce
erosion; avoid unstable slopes; improve trail safety and sustainability;
improve trail enjoyment and recreation opportunities; and reduce
maintenance costs, in accordance with the Marin County Parks Road and
Trail Management Plan. Project types may include, but are not limited to,
rerouting existing trails; decommissioning (closing) unauthorized and
redundant trails with concurrent habitat restoration; converting redundant
or unnecessary fire roads to trails (in consultation with Marin fire
agencies); building new or modifying existing trails when necessary to
improve trail safety and /or achieve connections to other trails or
destinations; and entering into arrangements with private land owners for
essential trail connections.
vii. Augment current visitor services for parks and open space preserves —
via rangers, programming, and partnerships —. to protect natural
resources; support visitor safety and enjoyment; and support
volunteerism and environmental education.
b. Preserve, Natural Lands
The purpose of this element is to enable fulfillment of the Marin County Parks
Strategic Plan goals related to the permanent preservation of land for public open
space, community separators, wildlife corridors, greenbelts, and habitat. Twenty
percent (20 %) of the Parks and Open Space Program's annual amount shall be
used for the following purposes; however, the annual amount or its balance may
be accumulated, carried over, and accrued for expenditure in future years, not to
exceed ten (10) years after the termination date of the sales tax increase.
i. Purchase land or conservation easements from willing sellers for the
purposes of permanently protecting and/or restoring natural areas,
streams, bay lands, and native ecosystems with high natural resource
values.
ii. To the extent possible, these funds would be used to leverage matching
funds from public and private partners.
2. Farmland Preservation Program (20 %)
The purpose of this Program is to protect Marin County farmland at risk of subdivision
and development and preserve Marin's working farms and ranches. Twenty percent
(20 %) of revenues generated annually by this Measure shall be made available for the
following uses.
a. Purchase perpetual agricultural conservation easements, and on land already
encumbered by agricultural conservation easements, purchase additional real
Ordinance No. 3586
Page 8 of 10
property interests, to protect and permanently preserve Marin County farms and
ranches for productive agricultural use through voluntary transactions with
landowners.
b. Provide matching grants to qualified organizations to support and facilitate the
purchase of perpetual agricultural conservation easements, and additional real
property interests on land already encumbered by an .agricultural conservation
easement, through voluntary transactions with landowners.
c. Provide matching grants to the Marin Resource Conservation District for the
purpose of assisting ranchers and farmers in enhancing the agricultural and
natural resource values on easement - protected properties. Grants for this
purpose shall not exceed five percent (5 %) of the Farmland Preservation
Program's annual amount.
d. Provide matching grants to the entities holding easements acquired with program
funds, for the purpose -of monitoring and enforcing such easements. Grants for
this purpose shall not exceed five percent (5 %) of the Farmland Preservation
Program's annual amount.
3. City, Town, and Applicable Special District Program (15 %)
The purpose of this Program is to assist Marin's municipalities and applicable special
districts in managing their parks, open space preserves, recreation programs, and
vegetation to promote biodiversity and reduce wildfire risk. Fifteen percent (15 %) of the
revenues generated annually by this Measure shall be made available for the following
uses.
a. Provide grants to cities, towns, and applicable special districts (special districts
that provide for parks, open space and /or recreation in unincorporated areas), to
maintain, restore, and /or renovate existing parks, preserves, and recreational
facilities; to construct new parks and recreational facilities or acquire parklands;
or to engage in vegetation management to reduce wildfire risk, promote
biodiversity, or control invasive non - native weeds on private, municipal, or district
lands.
b. Funds shall be available through a grant allocation process that will be designed
in concert with the cities, towns, and applicable special districts. The grant
allocation process, but not the individual projects, shall be subject to approval by
the Marin County Board of Supervisors. This program is expected to generate
over $13,500,000 over the life of the Measure. This program's annual amount, or
its balance, may be accumulated, carried over, and accrued for expenditure in
future years, not to exceed ten (10) years after the termination date of the sales
tax increase.
C. Administrative Provisions
1. Community Oversight Committee
a. A Community Oversight Committee shall be created by the Marin County Board
of Supervisors within six months of the effective date of the ordinance levying the
sales tax increase. The responsibilities of this committee shall be to review Plan
expenditures on an annual basis to ensure they conform with the Plan, and
oversee an annual audit and prepare an annual report describing how funds
were spent.
b. Members of the committee shall be appointed by the Board. The role of the
committee shall be to advise the Board and staff on these matters. The
committee shall report to the Director and General Manager of Marin County
Parks.
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c. Members of the Community Oversight Committee shall be county residents who
are neither elected officials of any government, nor employees from any agency
or organization that either oversees or benefits from the proceeds of the sales
tax. The committee shall consist of seven at -large members.
d. The Board shall approve bylaws related to the conduct of. committee meetings
and business.
e. Meetings of the committee shall be open to the public and shall be held in
compliance with the Ralph M. Brown Act, California's open meeting law,
f. The committee shall dissolve after all revenue collected from this Measure is
expended and a final report is submitted.
2. Implementation Requirements
Implementation of the plan shall be guided by the following procedures to ensure that
the revenue generated by the Measure is spent in the most efficient and effective
manner possible, consistent with serving the public interest in Marin County, and the
desires of the voters of Marin County.
a. The Marin County Parks and Open Space Commission shall conduct a public
meeting annually to gain public input on selection of projects to expend the sales
tax revenues, as part of County's annual budget development process.
b. The County of Marin is charged with the fiduciary duty to administer sales tax
proceeds in accordance with applicable laws. Disbursement of funds as grants
shall be subject to terms and conditions that may include, but are not limited to,
the County's right to 1) require grantees to enter into funding agreements with
the County; 2) require . matching funds; and 3) audit a grantee's use of tax
proceeds.
c. Actual revenues generated by the Measure may be higher or lower than
estimates in this Plan due to variability in annual tax receipts. County shall
annually estimate revenue from the Measure.
d. County may accumulate revenue over multiple years so that sufficient funding is
available for larger and long -term projects. All interest income shall be used for
the purposes identified in this Plan, and shall accrue proportionately to the
programs identified in this Plan. Ten (10) years after the termination date of the
sales tax increase, unused funds and accrued interest from the Farmland
Preservation Program and the City, Town, and Applicable Special District
Program shall be available for any purpose consistent with this Plan, subject to
approval by the Board of Supervisors.
e. Sales tax proceeds are intended to augment annual County of Marin General
Fund support for Marin County Parks. Any reduction in the annual net county
costs below the 2012 -13 allocation to Marin County Parks from the General Fund
will be within the range of reductions being required from other county
departments.
f. To enhance local workforce development and employment opportunities, and
involve youth and young adults in caring for our natural resources, the county will
reach out to local community based, not - for - profit, and /or for profit 'businesses
and consider these entities for the provision of new contracted services funded
by this measure.
g. No more than five percent (5 %) of the Parks and Open Space Program's annual
amount may be used for administrative expenses by the county.
h. No more than five percent (5 %) of the Farmland Preservation Program's annual
amount may be used for administrative expenses by the county.
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