HomeMy WebLinkAboutresolution.council.013-13 RESOLUTION NO. 13
(Series of 2013)
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ASPEN,
COLORADO, APPROVING AN INTERGOVERNMENTAL AGREEMENT
BETWEEN THE CITY OF ASPEN AND THE ASPEN SCHOOL DISTRICT
REGARDING THE 0.3% SALES TAX FOR EDUCATIONAL PURPOSES.
WHEREAS, on November 6, 2012, the electors of the City approved a sales tax
increase of three-tenths of one percent (0.3%), with the funds derived from such tax
increase to be used for educational purposes (the "Tax Increase"); and
WHEREAS, the City Council has made a legislative determination, as ratified by
the citizens in the November 6, 2012 election, that imposing a tax and distributing that
tax for educational purposes is a valid municipal purpose; and
WHEREAS, the City Council has also determined and the voters have approved
the collection of such sales tax by the City and that it is appropriate and desirable to
disburse the funds generated by the 0.3% sales tax for educational purposes to the Aspen
Public Education Fund that is created pursuant to an Intergovernmental Agreement
between the Aspen School District RE-1.
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE
CITY OF ASPEN, COLORADO, THAT:
Section 1.
The City Council of the City of Aspen hereby approves Intergovernmental
Agreement between the City of Aspen and the Aspen School District regarding the 0.3%
sales tax for educational purposes.
Section 2.
The Mayor is hereby authorized to execute the Intergovernmental Agreement
between the City of Aspen and the Aspen School District regarding the 0.3% sales tax for
educational purposes.
INTRODUCED, READ AND ADOPTED by the City Council of the City of Aspen
on the 28d'day of January, 2013.
Michael C. Ireland, Mayor
L _ 3o .Z
I, Kathryn S. Koch, duly appointed and acting City Clerk do certify that the
foregoing is a true and accurate copy of that resolution adopted by the City Council of the
City of Aspen, Colorado, at a meeting held on the day hereinabove stated.
Kathryn S. , City Clerk
INTERGOVERNMENTAL AGREEMENT
BETWEEN THE CITY OF ASPEN AND THE ASPEN SCHOOL DISTRICT
REGARDING THE 0.3% SALES TAX FOR EDUCATIONAL PURPOSES
This Agreement is entered into effective as of the day of ,
2013, by and between the City of Aspen, Colorado, a body corporate and politic
organized under and existing by virtue of the laws of the State of Colorado, hereinafter
referred to as "City," and the Aspen School District RE-1, Pitkin County, Colorado, a
political subdivision of the State of Colorado organized under and existing by virtue of
the laws of the State of Colorado, hereinafter referred to as "School District."
WITNESSETH
WHEREAS, the City and School District believe that the provision of quality
educational programs is one of the most critical needs in the Aspen area; and
WHEREAS, Article XIV, Section 18(2)(a) of the Colorado Constitution supports
the cooperation or contracting by or among any of its political subdivisions to provide
any function, service or facility lawfully authorized to each of the cooperating or
contracting units, including without limitation, the sharing of costs, the imposition of
taxes, or the incurring of debt; and
WHEREAS, C.R.S. Sections 29-1-201 and 203 permit and encourage
government entities to make the most efficient and effective use of their powers and
responsibilities by cooperating and contracting with other governmental entities to
provide any function, service, or facility lawfully authorized to each, including the sharing
of costs; and
WHEREAS, C.R.S. Section 29-1-202(2) defines political subdivisions to include
cities and school districts; and
WHEREAS, C.R.S. Section 22-32-122 grants to school districts the power to
contract with a city for the performance of any service, activity, or undertaking which any
school district may be authorized by law to perform or undertake; and
WHEREAS, Article XI, Section 7 of the Colorado Constitution provides that no
provision of said Constitution shall be construed to prevent the State or any political
subdivision from giving direct or indirect financial support to any political subdivision as
may be authorized by general statutes; and
WHEREAS, funds received by the School District through the operation of C.R.S.
Section 30-28-133 are inadequate to finance the educational programs desired by our
community; and
WHEREAS, Article XII of the Charter of the City authorizes the City Council to
levy and impose taxes and to spend general funds for municipal purposes, provided that
any new sales tax or increase in the rate of any existing sales tax has been approved by
the qualified electors of the City at a regular or special election; and
WHEREAS, it is within the legislative discretion of the City Council to determine
that providing financial assistance to the School District is a municipal or public purpose;
and
WHEREAS, having a well-funded and strong educational system within the
community assists the City's economic development efforts; and
WHEREAS, the existence of quality educational programs benefits not only the
school children who live here, but also improves the quality of life in Aspen; and
WHEREAS, on November 6, 2012, the electors of the City approved a sales tax
increase of three-tenths of one percent (0.3%), with the funds derived from such tax
increase to be used for educational purposes (the "Tax Increase"); and
WHEREAS, the City Council has made a legislative determination, as ratified by
the citizens in the November 6, 2012 election, that imposing a tax and distributing that
tax for educational purposes is a valid municipal purpose; and
WHEREAS, the City Council has also determined and the voters have approved
the collection of such sales tax by the City and that it is appropriate and desirable to
disburse the funds generated by the 0.3% sales tax for educational purposes to the
Aspen Public Education Fund, as described below, which has the expertise, community
support and volunteers to accomplish that task in a professional and community-minded
environment while maintaining the highest standards of accountability for the
expenditure of those tax dollars; and
WHEREAS, this Agreement is intended to formalize the arrangement between
the City and the School District for the payment and utilization of the funds derived from
the Tax Increase approved by the electors on November 6, 2012.
NOW, THEREFORE, in consideration of the mutual promises set forth herein,
and pursuant to the authority contained in Article XIV, Section 18(2)(a) of the
Constitution of the State of Colorado, it is agreed by and between the City and the
School District as follows:
SECTION 1. SUBMISSION OF TAX INCREASE PROPOSAL TO VOTERS
The City adopted the necessary ordinance and resolution as required to submit
to the qualified electors of the City the question of an increase in the rate of the City
sales tax from 2.1% to 2.4% for the purpose of supporting local, public K-12 education
as provided for herein. The Tax Increase was approved by the electors in the City of
Aspen on November 6, 2012, for educational purposes.
SECTION 2. QUESTION SUBMITTED
The question approved by the qualified electors in the November 6, 2012,
general election included, in addition to raising the City sales tax rate, sufficient
authorization under Article X, Section 20 of the Colorado Constitution to increase the
City's revenues to permit the collection of the additional sales tax as well as
authorization to increase the City's expenditures so as to permit the City to pay over the
proceeds collected to the Aspen Public Education Fund.
SECTION 3. TERM
The question as submitted to the qualified electors provided that the increased
sales tax shall automatically decrease by 0.3% and thus terminate on December 31,
2016, unless the qualified electors of the City authorize an extension. This Agreement
shall terminate two years following the termination of the 0.3% sales tax, unless further
extended by the parties. The intent of the parties in extending the term of this
Agreement for two years beyond the termination of the sales tax is to allow for the
completion of the funding of existing grants and to wrap up the affairs of the Aspen
Public Education Fund. This section shall be in effect unless this Agreement is
otherwise terminated pursuant to other provisions set forth below.
SECTION 4. CREATION OF THE ASPEN PUBLIC EDUCATION FUND
a. The Aspen Public Education Fund ("Fund") will be formed to act as the
recipient and disburser of the designated sales tax revenues. The Fund will be a
Colorado nonprofit corporation and will operate exclusively for educational and
charitable purposes pursuant to Section 501(c)(3) of the Internal Revenue Code. The
Fund will be governed by a Board of Directors consisting of seven (7) persons: the
initial directors shall be those listed in the ballot question approved by the electors on
November 6, 2012. Vacancies on the Board of Directors shall be filled by appointment
by the Fund's Board of Directors, in accordance with its Bylaws.
b. The Fund shall remain in good standing as a Colorado nonprofit corporation
and shall maintain its designation as an Internal Revenue Service organization qualified
under Section 501(c)(3) as an educational and charitable organization. If for any reason
the Fund shall either (a) fail to maintain its good standing as a Colorado nonprofit
corporation after reasonable efforts, or (b) lose its designation under IRS Section
501(c)(3) as an educational and charitable organization after reasonable efforts to
maintain that designation, the Fund shall notify the City of such change in status, and
the City may terminate this Agreement and seek another re-granting agency for the
0.3% sales tax. The City shall consult with the School District as to the successor entity
and the City shall not enter into an agreement with a successor entity without the
consent of the School District. The City shall extend all reasonable opportunity to the
Fund to correct either of the two situations set forth in the preceding sentence prior to
terminating this Agreement.
c. The Fund shall provide copies of its current Articles of Incorporation and
Bylaws, and, unless a longer period is required, its IRS designation of the Fund as a
501(c)(3) entity, to the City within sixty (60) days of the effective date of this Agreement,
and further promises to provide copies of any amendments to the Articles of
Incorporation or Bylaws as those may be amended from time to time.
d. To the extent that this Agreement creates or imposes rights and obligations
upon the Fund, the City and School District agree to make compliance with this
Agreement a condition precedent to the organization of the Fund and to its eligibility to
receive monies derived from the City's collection of the 0.3% sales tax.
SECTION 5. PAYMENT OF TAX INCREASE PROCEEDS TO FUND AND
ADMINISTRATIVE FEE
a. The City, on a monthly basis, shall pay over to the Fund the revenue collected
as a result of increasing the City's sales tax from 2.1% to 2.4%, less an administrative
fee, as described in Section 5(c), which may be retained by the City. The monies paid
over to the Fund shall be deposited in an interest bearing account or accounts to be
maintained by the Fund. The City shall be obligated to pay over to the Fund only
revenue actually collected, less the Administrative Fee discussed below. The City shall
make reasonable efforts to collect all outstanding sales taxes owing to the City.
b. The City will charge the Fund for reprinting costs for Code Changes and for its
share of the Elections Costs.
c.. The City will deduct from the revenue collected an Administrative Fee (Fee)
equal to two percent (2.0%) of the total revenue collected from the 0.3% sales tax for
educational purposes. The Fee is intended to include, without limitation, all ongoing
costs related to revenue collection efforts, a share of billing and mailing costs and a
share of accounting, collection costs, vendors fee and additional auditing efforts.
SECTION 6. USE OF TAX INCREASE PROCEEDS
a. The monies remitted to the Fund shall be used exclusively for educational
purposes providing support to the School District and for the costs associated with
administering the Fund, insuring the payment and receipt of the monies, and retaining
its 501(c)(3) status, which expenditures shall include, without limitation, costs for
preparing annual tax returns for the Fund and preparing annual audit reports for the
Fund. The Fund shall make every reasonable effort to keep the costs of administration
at a minimal level to ensure the maximum use of the tax revenues for educational
purposes.
b. Monies deposited in the Fund shall be accounted for separately, shall not be
commingled with any gifts, and shall be maintained in a separately numbered bank
account to assure separate accounting. An annual audit report shall be prepared by the
Fund setting forth the source and disposition of all payments and the Fund shall cause
the report to be filed with the City, and an executive summary or similar consolidated
report (which may be prepared by the Fund and does not have to be prepared by its
auditors) to be made available to the public on a website maintained by the Fund or the
City or both. The audit report shall be completed and tendered to the City no later than
180 days following the end of the fund's fiscal year of operations, which is July 1 to June
30. In addition, the Fund and its accountants or auditors or both shall provide such
additional financial information as the City Finance Director may reasonably request
from time to time. The parties acknowledge that the expenditure of public funds
requires the highest degree of transparency so that the public maintains confidence in
the integrity of the system.
SECTION 7. INDEMNIFICATION
To the extent permitted by law, the Fund shall indemnify and hold the City and
the School District, their officers, employees and agents, harmless from claims related
to the receipt and expenditure of monies under this Agreement, and shall provide an
executed agreement to that effect to the City and the School District.
SECTION 8. AMENDMENT
This Agreement may be amended only by the mutual agreement of the parties
and shall be evidenced by a written instrument authorized and executed with the same
formality as this Agreement.
SECTON 9. NOTICE
If notice, including any documents, is required to be delivered to the City or the
Fund by the other party, notice, or delivery of any documents, shall be deemed
completed upon delivery of the notice or document to the following:
If to the City:
Copies to the City Manager, the City Attorney, and the City Finance Director by
hand delivering the notice and/or document to their respective offices located at:
130 So. Galena, Aspen, Colorado 81611
If to the Fund:
Notices and documents should be hand delivered to Jeanne C. Doremus
at 418 E. Cooper Avenue, Aspen, CO 81611
AND to:
Richard E. Bump, attorney for the Fund, at:
Caplan and Earnest LLC
1800 Broadway, Suite 200, Boulder, CO 80302
SECTION 10. DISPUTE RESOLUTION
If the City, by and through the City Council, and after receiving reports from the
City Manager, City Attorney, or Finance Director, concludes in it sole discretion that
there are significant irregularities in any financial reporting, including financial
statements or audits, or that the Fund is deviating from the use of the sales tax increase
proceeds as approved by the voters, the City may, after Notice to the Fund, and the
expiration of ten (10) days during which time the Fund has not corrected such
irregularity or deviation, unilaterally withhold payments to the Fund of the tax revenue
collected until such time as the City and the Fund have resolved any issues as to any
such irregularities or deviations. Such withholding shall be in an amount reasonably
necessary to correct such irregularity or deviation. In the event the City notifies the
Fund of any perceived irregularities or deviations, the parties agree to submit any and
all disagreements as to the operation of the Fund to Mediation. A qualified mediator
shall be selected jointly by the Parties. In the event of such mediation, all costs of the
mediation shall be paid from the administrative fee retained by the City and described in
paragraph 5(c), above. The City may be represented by City Staff and the Fund by
members of its board or support staff and advisors, or both.
SECTION 11. SEVERABILITY
If any section, paragraph, subparagraph, phrase, sentence, or portion of this
Agreement is for any reason held invalid or unconstitutional by any court of competent
jurisdiction, such portion shall be deemed a separate, distinct, and independent
provision, and such holding shall not affect the validity of the remaining portions of this
Agreement.
IN WITNESS WHEREOF, the parties hereto have executed this
Intergovernmental Agreement Regarding Sales Tax to be in full force and effect the day
and year first above written.
APPROVED BY THE CITY COUNCIL OF THE CITY OF ASPEN, this day of
, 2013.
I-3d —2c;l
Michael C. Ireland, Mayor, City of Aspen
ATTEST:
Kathyrn Koc ity Clerk
APPROVED BY THE BOARD OF DIRECTORS OF THE ASPEN SCHOOL DISTRICT
RE-1, PITKIN COUNTY, COLORADO, this 28th day of January, 2013.
Charla Belinski, President
Aspen School District Board of Directors
ATTEST:
Angela Rittenhou , Secr tary to the
Aspen School District Board of Directors
4821-3521-9218,v. 2