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HomeMy WebLinkAboutExhibit 2• Proposition 13: Some Unintended Consequences Jeffrey I. Chapman Public Policy Institute of California • i Preface The Public Policy Institute of California commissioned this paper to provide an overview of Proposition 13 and to motivate discussion of this initiative at the Tenth Annual Envisioning California Conference. The author, Jeffrey I. Chapman, is a Professor of Public Administration in the School of Policy, Planning, and Development at the University of Southern California. This paper discusses the consequences of an initiative that may well be one of the most significant to be passed in the history of the state. The paper reflects Professor Chapman's deep knowledge of the subject and also presents his views about appropriate directions for policy. We believe it will stimulate useful debate on the consequences of Proposition 13 and future policy directions. At the same time, we should note that the views expressed in the paper are the author's and do not represent positions taken by the Institute. PPIC's ongoing body of research in governance and public finance is establishing an empirical basis for addressing many of the issues raised here. As in all of our work, we aim to do so in a way that is consistent with PPIC's nonpartisan status. Contents Preface Acknowledgments v 1. INTRODUCTION I 2. THE ADOPTION AND IMPLEMENTATION OF PROPOSITION 13: A CHRONOLOGY The Adoption of Proposition 13 implementing a New State -Local Finance System The Changing World of City and County Finance 6 Counties 6 Cities 3, SOME UNANTICIPATED CONSEQUENCES OF 11 PROPOSITION 13 11 Consequence Number One: The Fiscalization of Land Use The Sales Tax and Land Use Choices 11 1 1 Redevelopment as a Municipal Revenue Generator 2 Development Fees: internalizing the Costs of Public Capital and Services13 Consequence Number Two: The Growth of Arcane Finance Techniques 15 Assembly Bill 8 and the Allocation of Property Tax 15 15 Education Finance 1 6 Financing Capital Facilities 18 Assessment Districts 19 Entrepreneurial Activities Consequence Number Three: Increase in State Control aver County Finance 21 Control of the Property Tax 221 Sorting Out the State -County Relationship 4. CONCLUSION: DEALING WITH THE UNINTENDED CONSEQUENCES 25 Public Policy Reform Agenda Dealing with the Fiscalization of Land Use 25 26 Arcane Finance Questions and Options 26 State -Local Finance Questions and Options 26 Policy Research Agenda Bibliography 29 • Acknowledgments This work was funded by the Public Policy institute of California and uses some previous work funded by the Lincoln institute of Land Policy. The author wishes to thank the many people at PPIC for their comments and suggestions. In particular the author would like to thank Fred Silva, Joyce Peterson, Mark Baldassare, Paul Lewis, and Michael Dardia at PPIC, Marianne O'Malley of the Legislative Analyst's Office, Peter Detwiler, Consultant to the Senate Local Government Committee, and Tim Hodson, Executive Director, Center for California Studies, California State University, Sacramento, for their incisive comments. Any errors, of course, are attributable to the author. -v-