COMMITTEE ON LEGISLATIVE RESEARCH

OVERSIGHT DIVISION



FISCAL NOTE



L.R. No.: 4779-01

Bill No.: SB 1312

Subject: Taxation and Revenue; Property, Real and Personal; Kansas City; Education, Elementary and Secondary.

Type: Original

Date: March 15, 2004




FISCAL SUMMARY



ESTIMATED NET EFFECT ON GENERAL REVENUE FUND
FUND AFFECTED FY 2005 FY 2006 FY 2007
General Revenue $0 Unknown Unknown
Total Estimated

Net Effect on

General Revenue

Fund

$0 Unknown Unknown



ESTIMATED NET EFFECT ON OTHER STATE FUNDS
FUND AFFECTED FY 2005 FY 2006 FY 2007
Total Estimated

Net Effect on Other

State Funds

$0 $0 $0



Numbers within parentheses: ( ) indicate costs or losses.

This fiscal note contains 4 pages.











ESTIMATED NET EFFECT ON FEDERAL FUNDS
FUND AFFECTED FY 2005 FY 2006 FY 2007
Total Estimated

Net Effect on All

Federal Funds

$0 $0 $0



ESTIMATED NET EFFECT ON LOCAL FUNDS
FUND AFFECTED FY 2005 FY 2006 FY 2007
Local Government Unknown $0

$0





FISCAL ANALYSIS



ASSUMPTION



Officials from the Department of Revenue (DOR) state the legislation would require the newspaper printing facility locating in Kansas City to pay property taxes equal to the state tax abatement it received for locating in the development zone. DOR assumes the proposal would have no fiscal impact on their agency.



Officials from the Department of Elementary and Secondary Education (DESE) assume there is no material statewide impact. However, for the district in which this newspaper printing facility is located, this proposal requires a payment in lieu of tax to be made to the school district. Section 163.031 (formula statute) identifies payments in lieu of taxes as a deduction when determining the amount of state money a district will receive. A district might receive a payment in lieu of tax during one fiscal year, then that revenue becomes a deduction in the next fiscal year's calculation of state aid due the district. There is no net increase in money for the district.



The statewide impact is that as deductions in the formula increase, the required state aid decreases. It does not appear that this proposal would materially reduce the statewide state aid requirement.





ASSUMPTION (continued)



Officials from the Department of Economic Development state this bill would have no fiscal impact on their agency. It would require the local Kansas City newspaper (new printing facility) to make payments in lieu of taxes (PILOT) to certain local taxing jurisdictions as part of their 353 Redevelopment agreement with the city.



Officials from the City of Kansas City, the Kansas City Missouri School District and Jackson County did not respond to our request for fiscal impact.



Oversight assumes the payments in lieu of taxes to the Kansas City School District would result in a corresponding decrease in state aid in the following year. Oversight will show this as a savings to the General Revenue Fund in fiscal years 2006 and 2007. Oversight assumes the payments in lieu of taxes to the Kansas City School District in FY 2006 and FY 2007 will be roughly equal to the reduction in state aid, thereby creating no fiscal impact to the school district in those years.



FISCAL IMPACT - State Government FY 2005

(10 Mo.)

FY 2006 FY 2007
GENERAL REVENUE
Savings - reduction of funding distributed to the Kansas City School District



$0


Unknown


Unknown
ESTIMATED NET EFFECT TO THE GENERAL REVENUE FUND

$0


Unknown


Unknown




FISCAL IMPACT - Local Government FY 2005

(10 Mo.)

FY 2006 FY 2007
KANSAS CITY SCHOOL DISTRICT
Income - payments in lieu of taxes from 353 redevelopment corporation



Unknown


Unknown


Unknown
Loss - reduction in state aid $0 (Unknown) (Unknown)
ESTIMATED NET EFFECT TO THE KANSAS CITY SCHOOL DISTRICT

Unknown


$0


$0


FISCAL IMPACT - Small Business



No direct fiscal impact to small businesses would be expected as a result of this proposal.





DESCRIPTION



This proposal requires a payment in lieu of tax to a school district within the area of the redevelopment plan by any chapter 353 property tax abatement project in Kansas City that involves a newspaper printing facility.



This legislation is not federally mandated, would not duplicate any other program and would not require additional capital improvements or rental space.



SOURCES OF INFORMATION



Department of Revenue

Department of Elementary and Secondary Education

Department of Economic Development



NOT RESPONDING:

City of Kansas City

Kansas City Missouri School District

Jackson County









Mickey Wilson, CPA

Director

March 15, 2004