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10.30.2017 SPD PacketPage 1 of 1 ] Prosper is a place where everyone matters. 1. Call to Order/Roll Call. 2. Introductions of Members. 3. Review purpose of committee. 4. Review current tax rates and its purpose for the Town. 5. Review effective and rollback tax rate calculations with sales tax adjustment. 6. Discuss possible legislation and the impact on rollback tax calculations. 7. Review Special Purpose Districts in the State of Texas. 8. Review Committee calendar. 9. Adjournment. CERTIFICATION I, the undersigned authority, do hereby certify that this Notice of Meeting was posted at Prosper Town Hall, located at 121 W. Broadway Street, Prosper, Texas 75078, a place convenient and readily accessible to the general public at all times, and said Notice was posted on October 27, by 5:00 p.m., and remained so posted at least 72 hours before said meeting was convened. _______________________________ _________________________ Carol Myers, Deputy Town Secretary Date Noticed Removed Pursuant to Section 551.071 of the Texas Government Code, the Town Council reserves the right to consult in closed session with its attorney and to receive legal advice regarding any item listed on this agenda. NOTICE OF ASSISTANCE AT PUBLIC MEETINGS: The Town Hall Annex is wheelchair accessible. For special services or assistance, please contact the Town Secretary’s Office at (972) 569-1011 at least 48 hours prior to the meeting time. AGENDA Special Purpose District Committee Prosper Fire Station #2 1140 S Teel Parkway Prosper, TX 75078 Monday, October 30, 2017 6:00 p.m. Special Purpose District Committee October 30, 2017 Purpose of Committee The Town Council has created and appointed seven members selected to serve on newly-created committee to review options available for a portion of the Town’s local sales tax.The committee will study options available with the creation of a Special Purpose District that could designate a portion of the Town’s local sales tax revenue. Upon completion of the meetings, the committee will make a recommendation to the Town Council.Since a change in the Town’s sales tax designation would require voter approval, the Town Council will decide whether to call an election to be held in May 2018 to formally create the Special Purpose District. Mayor Pro-Tem Curry Vogelsang will serve as the Committee Chairman.Curry may be reached at curry_vogelsang@prospertx.gov The Town’s Finance Director, Kelly Neal, will be the staff liaison for this committee.Kelly may be reached at kelly_neal@prospertx.gov or 972-569-1019. Thank you for your willingness to serve your community. October 30, 2017 2 Sales Tax October 30, 2017 Town of Prosper, Texas 2017 -2018 Current Tax Rates Property tax The Town of Prosper property tax rate is $0.52 per $100 taxable value. Of this amount, $0.1525 is applied to Debt Service, and $0.3675 is applied to Maintenance and Operations. Sales tax The total combined sales tax rate in Prosper is 8.25% and is comprised of the following segments: 6.25%State sales tax rate 1.00%Prosper city sales tax rate 0.50%Prosper property tax relief 0.50%Prosper Economic Development Corporation 8.25%Combined sales tax rate Hotel occupancy tax The Town of Prosper hotel occupancy tax rate is 7% of the price paid for a room. Receipts from the tax may only be used to promote tourism and the convention and hotel industry. Currently Prosper has no hotels. Source: Town of Prosper Finance Department, October 2017 October 30, 2017 4 October 30, 2017 5 Property Taxes October 30, 2017 2017 Valuations Overview Certified Total Taxable (after freeze loss) Increased 22.30% ○Collin County Value $2,719,182,499 ○Denton County Value $ 394,824,724 ○Total Value $3,114,007,223 Existing Taxable Values Increased 8.45% ○+ 06.11% in Collin County ○+ 33.85% in Denton County New Construction Totaled $ 352,783,446 ○Collin County $244,771,201 ○Denton County $108,012,245 October 30, 2017 7 2017 Valuations Overview Cont’d 2016-2017 2017-2018 Difference Tax Dollars Assessed Value $3,236,092,432 $3,978,881,859 $ 742,789,427 $ 20,690,186 Freeze Taxable $ 196,365,692 $ 234,171,487 $ 37,805,795 $ 1,217,692 Homestead Exemptions $ 139,092,623 $ 227,972,194 *$ 88,879,571 $1,185,455 Other Exemptions $ 354,490,396 $ 402,730,955 $ 48,240,559 $ 2,094,201 Net Taxable $2,546,143,721 $3,114,007,223 $ 567,863,502 $ 16,192,838 * FY 2017-2018 Homestead Exemption increased from 7.5% to 10% October 30, 2017 8 Average Single-Family Home Value Source: Collin CAD and Denton CAD Certified Totals 2008-2017 $342,977 $344,458 $333,084 $324,387 $321,662 $351,317 $378,651 $423,062 $460,766 $495,762 $0 $100,000 $200,000 $300,000 $400,000 $500,000 $600,000 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 October 30, 2017 9 Ad Valorem Taxes Source: Collin CAD and Denton CAD Certified Totals 2017 2017 Freeze Adjusted Taxable Value $3,114,007,223 Times Total Tax Rate per $100 $0.52 $16,192,838 Times Anticipated Collection Rate 100.0% Plus Actual Tax from Freeze $1,071,060 Total Tax Levy $17,263,898 One Penny on the Tax Rate Yields $311,401 October 30, 2017 10 Property Tax Rate History Fiscal Year General Fund I & S Fund Total 2012-13 0.316914 0.203086 0.520000 2013-14 0.326191 0.193809 0.520000 2014-15 0.356301 0.163699 0.520000 2015-16 0.361074 0.158926 0.520000 2016-17 0.367500 0.152500 0.520000 2017-18 0.367500 0.152500 0.520000 As Proposed 0.0 0.1 0.2 0.3 0.4 0.5 0.6 General Fund I & S Fund October 30, 2017 11 Property Tax Rate Comparison (2017 Tax Rates) Source: Collin and Denton Central Appraisal Districts. 0.000 0.100 0.200 0.300 0.400 0.500 0.600 0.700 0.800 0.900 Cents per $100October 30, 2017 12 Where the Property Taxes Go Collin County Prosper, TX Rate per $100 Valuation Town of Prosper $0.520000 Prosper ISD $ 1.670000 Collin County $ 0.192246 Collin College $ 0.079810 TOTALS $ 2.462056 Denton County Prosper, TX Rate per $100 Valuation Town of Prosper $0.520000 Denton ISD $1.540000 Denton County $ 0.237812 TOTALS $ 2.297812 Town of Prosper 21% Prosper ISD 67% Collin County 9% Collin College 3% Town of Prosper 23% Denton ISD 68% Denton County 9% Source: 2017 rates from Collin CAD and Denton CAD websites October 30, 2017 13 Average Home Owner 2017 Average Homestead Market Value = $ 495,762 Average Prosper Resident Total Tax Bill –Collin County Note: Average Taxes are computed using 2017 tax rates for all agencies. Includes exemptions with each entity for simplicity. Taxing Jurisdiction Tax Rate per $100 Homestead Exemption Tax Levy Prosper ISD $1.670000 $25,000 $7,862 Town of Prosper $0.520000 $49,576 $2,320 Collin County $0.192246 $24,788 $905 Collin College $0.079810 -$396 Totals $2.462056 $99,364 $11,483 October 30, 2017 14 Sales Tax Adjustment Rate Effect to Rollback Rates 0.052762674 0.049631969 0.042344 0.050862 0.054063 0.033197 0.508702591 0.501461794 0.524487 0.42922 0.463067 0.511076 0 0.01 0.02 0.03 0.04 0.05 0.06 0 0.1 0.2 0.3 0.4 0.5 0.6 2017 2016 2015 2014 2013 2012 Historical Tax Rates Sales Tax Adjustment Rate Rollback Rate Before Sales Tax Relief Rollback Rate After Sales Tax Relief Adopted Tax Rate October 30, 2017 15 SB 1 –Bettencourt Tax Education, Health and Safety, Local Government, Special District Local Laws, and Water Codes Tax Code, defines “small taxing unit” for purposes of property tax assessment provisions, as a junior college or a taxing unit, other than a school district, for which the M&O tax rate proposed for the current tax year is two cents or less per $100 of taxable value or would impose taxes of $25 million or less when applied to the current total value for the taxing unit. Amends §26.04, Tax Code, keeps intact the rollback rate for “small taxing units”. For a taxing unit other than a small taxing unit: Rollback Tax Rate = (Effective Maintenance and Operations x 1.06) + Current Debt Rate. If a disaster is declared, rate can go back to 1.08 until the earlier of: the first tax year in which the total taxable value of property taxable by the taxing unit exceeds the total taxable value of property taxable by the taxing unit on January 1 of the tax year in which the disaster occurred: or the 3rd year after the disaster occurred. Amends §26.041, Tax Code, makes conforming changes. Amends title of §26.07, Tax Code, to read “Election to Reduce Tax Rate of Small Taxing Unit”. Amends title of §26.08, Tax Code, to read “Election to Approve Tax Rate of Taxing Unit Other Than Small Taxing Unit” provides for an automatic election if tax rate exceeds rollback tax rate of 6%. October 30, 2017 16 October 30, 2017 17 GASB Statement 77 Abatements Existence of an identifiable agreement between a government and a specific individual or entity Promise by government to forgo tax revenues to which they are otherwise entitled Promise by individual/entity to take a specific action after the agreement has been entered into that contributes to economic development or otherwise benefits the governments or the citizens of those governments. October 30, 2017 18 GASB Statement 77 Disclosures Brief description of the abatement Gross amount that tax revenues were reduced by the abatement Sales Tax Abatements: ○Highland Homes ○Sanders Custom Builders ○Denton County Fresh Water Supply District ○Lowe’s ○Home Depot ○Kroger October 30, 2017 19 Committee Calendar Week 1 –October 30 Introduction of members Purpose/Intent of Committee Current makeup of our sales tax and how it is used (Town and EDC) Impact the sales tax property tax relief has on effective and roll back tax rates Proposed legislation impact on rollback calculation Summary of State of Texas that have SPD October 30, 2017 20 Committee Calendar Week 2 –November 6 Local Sales Tax Options Consultant report on sales tax analysis for the Town Fire and Police departments provide financial operations and impact of growth in the Town for maintaining level of service October 30, 2017 21 Committee Calendar Week 3 –November 13 Local Sales Tax Options Parks and Library departments provide financial operations and impact of growth in the Town for maintaining level of service Streets department provide financial operations and impact of growth in the Town for maintaining level of service Other various special purpose district options available with sales tax October 30, 2017 22 Committee Calendar Week 4 –November 27 Committee makes recommendation on sales tax options for the Town Information to be provided to Council in December October 30, 2017 23 Committee Calendar Week 5 –December 12 Committee presents to Council their findings/recommendation Week 6 –January 9 Council reviews recommendation from Committee Week 7 –January 23 Deadline for Council to call for an election October 30, 2017 24 Committee Calendar Ongoing Committee presents to local organizations and/or civic forums to inform the citizens of the upcoming election Use of social media and other forms of communication Straw poll survey Election to be held May 5, 2018 October 30, 2017 25 Thank You! Questions? October 30, 2017