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HomeMy WebLinkAboutMemo - Mail Packet - 9/12/2023 - Memorandum From Ginny Sawyer Re: Information On Prop Hh City Manager’s Office City Hall 300 LaPorte Ave. PO Box 580 Fort Collins, CO 80522 970.221.6505 970.224.6107 - fax fcgov.com MEMORANDUM Date: September 7, 2023 To: Mayor and City Council From: Ginny Sawyer, Policy and Project Manager Thru: Kelly DiMartino, City Manager Tyler Marr, Deputy City Manager RE: Information on Prop HH Please see the provided information from Bowditch and Cassell. Summary of Proposition HH August 22, 2023 This is a high level summary of the primary components of Proposition HH, which will be on the 2023 statewide ballot. All provisions are statutory in nature. For more detailed information, please consult the fiscal note to SB 23-303 or Legislative Council“ blue book” that will be mailed to voters in September. Primary components of Proposition HH:  Assessment Rates/Taxable Values. Decreases assessment rates and taxable values for residential and nonresidential property owners. For owner-occupied primary residences, the assessment rates will decrease as shown below: Owner Occupied Primary Residences – Assessment Rates and Exemptions 2023 2024 2025-2032 2033 and After Current Law 6.765% after $15,000 reduction 6.976% 7.15% 7.15% Under Prop HH 6.7% after $50,000 reduction 6.7% after $40,000 reduction 6.7% after $40,000 reduction 7.15%* *The assessment rate for owner-occupied primary residences may remain at 6.7 percent in 2033 and after under certain circumstances. Note – For 2023, the changes under HH apply to all residential properties; beginning 2024, HH creates a new category of Owner Occupied Primary Residences and that is what is reflected above. There are other changes for senior owner-occupied, other multifamily residences, and commercial property tax categories as well. So, for the “average” homeowner, using the statewide average of 69 mills: if you own a $500,000 home, your taxes will decrease by an average of $221/year for 2023 tax year. DocuSign Envelope ID: 06B3BE9C-D74D-48CB-A4A7-BC2E1CE5E126 A homeowner owning a $1.5 million home will have property taxes decrease by $275/year for 2023 tax year.  TABOR Limit. Allows the state to retain money that otherwise would be refunded by TABOR for ten years, and the legislature can extend that by legislation, without another ballot vote. The TABOR revenue limit is inflation plus population growth, and Prop HH adds an additional 1.0 percent to the calculation. This limit will grow each year, so that by FY 2031-32 the state would be collecting an additional estimated $2.2 billion not subject to TABOR. With these additional retained revenues, they will backfill local governments to varying degrees (those below a property tax revenue threshold), allocate funding for rental assistance, and allocate money to the State Education Fund for K-12 education. TABOR refunds for all taxpayers will decrease if the state’s TABOR revenue limit increases.  TABOR Refunds. Just for 2023, if Prop HH passes all TABOR refunds will be equalized at approximately $820. Equalizing TABOR refunds helps lower income earners. If you make $50,000, your refund will increase by $233; if you make $275,000, your refund will decrease by $1,000.  Senior Homestead Exemption. Beginning in January 2025, allows the Senior Homestead Exemption to be portable once seniors qualify for the exemption. In other words, once qualified, you can sell your home and move to a different residence and retain the exemption.  Local Government Revenue Cap. Creates a property tax revenue cap for local governments, excluding home-rule cities and counties and all school districts. Districts can adopt resolutions to exceed the cap. This is in addition to the existing local government limits imposed by TABOR and the statutory 5.5% cap. Summary Prop HH will provide limited property tax reductions for homeowners, taxpayers will be foregoing some portion of their future TABOR refunds, and K-12 education should see a steady stream of new revenues whenever state revenues are increasing. A downturn economy would change those projections. DocuSign Envelope ID: 06B3BE9C-D74D-48CB-A4A7-BC2E1CE5E126