HomeMy WebLinkAboutItem 07 - Tax RateMEMOTO: HONORABLE MAYOR AND MEMBERS OF THE CITY COUNCIL
FROM: BRUNO RUMBELOW, CITY MANAGER
MEETING DATE: AUGUST 18, 2020
SUBJECT: RESOLUTION APPROVING THE PROPOSED PROPERTY TAX RATE
FOR USE IN DEVELOPING FISCAL YEAR 2021 BUDGET
RECOMMENDATION: Staff recommends that the City Council votes to approve the use of the
proposed ad valorem tax rate of 0.282601 per $100 to calculate property
tax revenue for the Fiscal Year 2021 Budget.
FUNDING SOURCE: N/A
BACKGROUND: This resolution is provided pursuant to Section 26.04 of the Texas
Property Tax Code which requires the No New Revenue Tax Rate, the
Voter Approval Tax Rate and the calculations used to determine each rate
be submitted to the City Council. In addition, a record vote of the Council
must be taken approving the City's proposed ad valorem tax rate used in
calculating the ad valorem tax revenue in the Fiscal Year 2021 Budget.
Following is a schedule reflecting the rates:
No New Revenue 0.282694 per $100
Voter Approval 0.285904 per $100
Proposed Rate 0.282601 per $100
The worksheet reflecting the calculation of the No New Revenue and
Voter Approval Rates is included as an attachment.
If approved, this action will lower the tax rate from 0.284271 per $100 of
valuation to 0.282601, which represents a 0.59% reduction to the tax rate.
Staff recommends approval.
RESOLUTION NO. 2020-015
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
GRAPEVINE, TEXAS, APPROVING THE PROPOSED TAX
RATES FOR TAX YEAR 2020 ON PROPERTY WITHIN THE
CITY; AND PROVIDING AN EFFECTIVE DATE
WHEREAS, On August 4, 2020, the City Council approved the Certified Tax Rolls
and Certified Estimates provided by the Tarrant, Dallas and Denton County Appraisal
Districts; and
WHEREAS, The City's appointed Tax Assessor Collector is the Tax Assessor
Collector of the Grapevine-Colleyville Independent School District; and
WHEREAS, The City's appointed Tax Assessor Collector has calculated the 2020
No New Revenue Tax Rate and 2020 Voter Approval Tax Rate in accordance with Senate
Bill 2 provisions using certified values; and
WHEREAS, The City has calculated the 2020 Proposed Tax Rate using certified
values required to obtain Fiscal Year 2021 budgeted revenues; and
WHEREAS, The City's 2020 Proposed Tax Rate of 0.282601 per $100 is less than
the 2020 No New Revenue Rate of 0.282694 per $100 and less than the 2020 Voter
Approval Tax Rate of 0.285904 per $100; and
WHEREAS, all legal prerequisites for the adoption of this resolution have been met,
including but not limited to the Local Government Code and the Open Meetings Act; and
WHEREAS, the City Council hereby declares that the approval of this resolution is
in the best interests of the health, safety, and welfare of the public.
NOW THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF
GRAPEVINE, TEXAS:
Section 1. That all matters stated in the preamble are true and correct and are
incorporated herein as if copied in their entirety.
Section 2. That the 2020 Proposed Tax Rate of 0.282601 per $100 is hereby
approved for use in calculating budgeted revenue for fiscal year 2021.
Section 3. That this resolution shall take effect from and after the date of its
passage.
PASSED AND APPROVED BY THE CITY COUNCIL OF THE CITY OF
GRAPEVINE, TEXAS on this the 18th day of August, 2020.
APPROVED:
William D. Tate
Mayor
ATTEST:
Tara Brooks
City Secretary
APPROVED AS TO FORM:
City Attorney
Resolution No. 2020-015 2
2020 Tax Rate Calculation Worksheet
Taxing Units Other Than School Districts or Water Districts
City of Grapevine
Taxing Unit Name
200 Main St, Grapevine, TX 76051, , TX,
Date: 08104/2020 09:33 AM
817-481-1242
Phone (area code and number
www.grapevinetexas.gov
Taxing Unit Address, City, State, ZIP Code Taxing Unit's Website Address
GENERAL INFORMATION: Tax Code Section 26.04(c) requires an officer or employee designated by the governing body to
calculate the no -new -revenue (NNR) tax rate and voter -approval tax rate for the taxing unit. These tax rates are expressed in dollars per
$100 of taxable value calculated. The calculation process starts after the chief appraiser delivers to the taxing unit the certified appraisal
roll and the estimated values of properties under protest. The designated officer or employee shall certify that the officer or employee has
accurately calculated the tax rates and used values shown for the certified appraisal roll or certified estimate. The officer or employee
submits the rates to the governing body by Aug. 7 or as soon thereafter as practicable.
School districts do not use this form, but instead use Comptroller For 50-859 Tax Rate Calculation Worksheet, School District without
Chapter 313 Agreements or Comptroller Form 50-884 Tax Rate Calculation Worksheet, School District with Chapter 313 Agreements.
Water districts as defined under Water Code Section 49.001(1) douse this form but instead use Comptroller Form 50-858 Water District
Voter -Approval Tax Rate Worksheet for Low Tax Rate and Developing Districts or Comptroller Form 50-860 Developed water
District Voter -Approval Tac Rate Worksheet.
The Comptroller's office provides this worksheet to assist taxing units in determining tax rates. The information provided in this
worksheet is offered as technical assistance and not legal advice. Taxing units should consult legal counsel for interpretations of law
regarding tax rate preparation and adoption.
STEP 1: No -New -Revenue Tax Rate
The NNR tax rate enables the public to evaluate the relationship between taxes for the prior year and for the current year based on a tax
rate that would produce the same amount of taxes (no new taxes) if applied to the same properties that are taxed in both years.
When appraisal values increase, the NNR tax rate should decrease.
The NNR tax rate for a county is the sum of the NNR tax rates calculated for each type of tax the county levies.
While uncommon, it is possible for a taxing unit to provide an exemption for only maintenance and operations taxes. In this case, the
taxing unit will need to calculate the NNR tax rate separately for the maintenance and operations tax and the debt tax, then add the two
components together.
Line
No -New -Revenue Rate Activity
Amount/Rat
1.
2019 total taxable value. Enter the amount of 2019 taxable value on the 2019 tax
$9,792,664,492
roll today. Include any adjustments since last year's certification; exclude Tax Code
Section 25,25(d) one-fourth and one-third over -appraisal corrections from these
adjustments. Exclude any property value subject to an appeal under Chapter 42 as
of July 25 (will add undisputed value in Line 6). This total includes the taxable
value of homesteads with tax ceilings (will deduct in Line 2) and the captured value
for tax increment financing will deduct taxes in Line 17). f 1
2.
2019 tax ceilings. Counties, cities and junior college districts. Enter 2019 total
$0
taxable value of homesteads with tax ceilings. These include the homesteads of
homeowners age 65 or older or disabled. Other taxing units enter 0. If your taxing
unit adopted the tax ceiling provision in 2019 or a prior year for homeowners age
65 or older or disabled use this ste . 2
3.
Preliminary 2019 adjusted taxable value. Subtract Line 2 from Line 1.
$9,792,664,492
4.
2019 total adopted tax rate.
$.284271
5.
2019 taxable value lost because court appeals of ARB decisions reduced 2019
appraised value.
A. Original 2019 ARB values:
1 $ (,667,679,45
B. 2019 values resulting from final court decisions:
$1,523,521,50
C. 2019 value loss. Subtract B from A.[3]
$144,157,945
Page 1 1001.1.7
Line
No -New -Revenue Rate Activity
Amount/Rat(
6.
2019 taxable value subject to an appeal under Chapter 42, as of July 25.
A. 2019 ARB certified value:
0
B. 2019 disputed value:
0
C. 2019 undisputed value Subtract B from A.[4]
0
7.
2019 Chapter 42 -related adjusted values. Add Line 5 and 6
144,157,945
8.
2019 taxable value, adjusted for court-ordered reductions. Add Line 3 and Line
$9,936,822,437
7
9.
2019 taxable value of property in territory the taxing unit deannexed after Jan.
$0
1 2019. Enter the 2019 value of property in deannexed territor . 5
10.
2019 taxable value lost because property first qualified for an exemption in
2020. If the taxing unit increased an original exemption, use the difference between
the original exempted amount and the increased exempted amount, Do not include
value lost due to freeport, goods -in -transit, temporary disaster exemptions. Note
that lowering the amount or percentage of an existing exemption in 2020 does not
create a new exemption or reduce taxable value.
A. Absolute exemptions. Use 2019 market value:
$934,02
B. Partial exemptions. 2020 exemption amount or 2020 percentage exemption
$65,669,318
'..
times 2019 value:'
C. Value loss. Add A and B.[6]
$66,603,347',
11.
2019 taxable value lost because property first qualified for agricultural
appraisal (1-d or 1-d-1),timber appraisal, recreational/scenic appraisal or
public access airport special appraisal in 2020. Use only properties that qualified
in 2020 for the first time; do not use properties that qualified in 2019.
A. 2019 market value:
$
B. 2020 productivity or special appraised value:
$
C. Value loss. Subtract B from A.[7]
$0
12.
Total adjustments for lost value. Add Lines 9, 1 O and 1 IC.
$66,603,347
Iq
Adjusted 2019 taxable value. Subtract Line 12 from Line 8
$9,870,219,090
14.
Adjusted 2019 total levy. Multiply Line 4 by Line 13 and divide by $100
$28,058,170
15.
Taxes refunded for years preceding tax year 2019. Enter the amount of taxes
$315,328
refunded by the district for tax years preceding tax year 2019. Types of refunds
include court decisions, Tax Code Section 25.25(b) and (c) corrections and Tax
Code Section 31.11 payment errors. Do not include refunds for tax year 2019. This
line applies only to tax years precedin tax eu 2019. 8
16.
Taxes in tax increment financing (TIF) for tax year 2019 Enter the amount of
$2,290,923
taxes paid into the tax increment fund for a reinvestment zone as agreed by the
taxing unit. If the taxing unit has no 2020 captured appraised value in Line 18D,
enter 0. 9
17.
Adjusted 2019 levy with refunds and TIF adjustment. Add Lines 14, and 15,
$26,082,575
subtract Line 16. 10
18.
Total 2020 taxable value on the 2020 certified appraisal roll today. This value
includes only certified values or certified estimate of values and includes the total
taxable value of homesteads with tax ceilings (will deduct in Line 20). These
homesteads include homeowners age 65 or older or disabled.Ll I
A. Certified values:
$9,411,012,07
B. Counties: Include railroad rolling stock values certified by the Comptroller's
$
office.
C. Pollution control and energy storage system exemption: Deduct the value of
$
property exempted for the current tax year for the first time as pollution control or
ener Stora e s stem property
D. Tax increment financing: Deduct the 2020 captured appraised value of
$792,840,53
property taxable by a taxing unit in a tax increment financing zone for which the
Page 2 1001.1.7
Line
No -New -Revenue Rate Activity Amount/Rat
Code
2020 taxes will be deposited into the tax increment fund. Do not include any new
[121Tex.
property value that will be included in Line 23 below. 12
Total 2020 value Add A and B, then subtract C and D $8,618,171,545
19.
Total value of properties under protest or not included on certified appraisal
Code
Section
roll. 13
Tax
Code Section
A. 2020 taxable value of properties under protest The chief appraiser certifies a
$462,022,88
Code
Section
list of properties still under ARB protest. The list shows the appraisal district's
Tax
Code Section
[171Tex.
value and the taxpayer's claimed value, if any, or an estimate of the value if the
Code
Section
1181Tex.
taxpayer wins. For each of the properties under protest, use the lowest of these
Code Section
1191Tex.
Tax
values. Enter the total value under protest.[141
Section
[20]Tex.
Tax
B. 2020 value of properties not under protest or included on certified appraisal
$225,877,34
Tax
Code
roll. The chief appraiser gives taxing units a list of those taxable properties that the
chief appraiser knows about but are not included in the appraisal roll certification.
These properties also are not on the list of properties that are still under protest. On
this list of properties, the chief appraiser includes the market value, appraised value
and exemptions for the preceding year and a reasonable estimate of the market
value, appraised value and exemptions for the current year. Use the lower market,
appraised or taxable value (as appropriate). Enter the total value of property not on
the certified roll. 15
C. Total value under protest or not certified. Add A and B.
$687,900,228
20.
2020 tax ceilings. Counties, cities and junior colleges enter 2020 total taxable value
$0
of homesteads with tax ceilings. These include the homesteads of homeowners age
65 or older or disabled. Other taxing units enter 0. If your taxing unit adopted the
tax ceiling provision in 2019 or a prior year for homeowners age 65 or older or
disabled, use this ste . 16
21.
2020 total taxable value. Add Lines 18E and 19C. Subtract Line 20C.[ 17]
$9,306,071,773
22.
Total 2020 taxable value of properties in territory annexed after Jan. 1, 2019.
$0
Include both real and personal property. Enter the 2020 value of property in
tenitory annexed. 18
23. Total 2020 taxable value of new improvements and new personal property
$79,660,310
located in new improvements. New means the item was not on the appraisal roll in
2019. An improvement is a building, structure, fixture or fence erected on or affixed
to land. New additions to existing improvements may be included if the appraised
value can be determined. New personal property in a new improvement must have
been brought into the taxing unit after Jan. 1, 2019 and be located in a new
improvement. New improvements do include property on which a tax abatement
agreement has expired for 2020. 19
24. Total adjustments to the 2020 taxable value. Add Lines 22 and 23.
$79,660,310
25.Adjusted 2020 taxable value. Subtract Line 24 from Line 21.
$9,226,411,463
26. 2020 NNR tax rate. Divide Line 17 by Line 25 and multiply by $100.[20]
$.282694 /$10
27. COUNTIES ONLY. Add together the NNR tax rates for each type of tax the
county levies. The total is the 2020 county NNR tax rate. 21
[I]Tex. Tax Code Section
[31Tex. Tax Code Section
[5]Tex. Tax Code Section
171Tex, Tax Code Section
191Tex. Tax Code Section
12]Tex. Tax Code Section
14]Tex. Tax Code Section
161Tex. Tax Code Section
181Tex. Tax Code Section
110]Tex. Tax Code Section
I111Tex.
Tax
Code
Section
[121Tex.
Tax
Code Section
[13]Tex.
Tax
Code
Section
1141Tex.
Tax
Code Section
[15ITex.
Tax
Code
Section
116]Tex.
Tax
Code Section
[171Tex.
Tax
Code
Section
1181Tex.
Tax
Code Section
1191Tex.
Tax
Code
Section
[20]Tex.
Tax
Code Section
121 ]Tex.
Tax
Code
Section
Page 3 1001.IJ
Page 5 1001,13
STEP 2: Vater-Approval Tax Rate
The voter-approval tax rate is the highest tax rate that a taxing unit may adopt without holding an election to seek voter approval of the
rate. The voter-approval tax rate is split into two separate rates:
1. Maintenance and Operations (M&O) Tax Rate: The M&O portion is the tax rate that is needed to raise the same amount of taxes
that the taxing unit levied in the prior year plus the applicable percentage allowed by law. This rate accounts for such things as salaries,
utilities and day-to-day operations.
2. Debt Rate: The debt rate includes the debt set-vice necessary to pay the taxing unit's debt payments in the coming year. This rate
accounts for principal and interest on bonds and other debt secured by property tax revenue.
The voter-approval tax rate for a county is the sum of the voter-approval tax rates calculated for each type of tax the county levies. In
most cases the voter-approval tax rate exceeds the no-new-revenue tax rate, but occasionally decreases in a taxing unit s debt
service will cause the NNR tax rate to be higher than the voter-approval tax rate.
Line
I Voter Approval Tax Rate Activity
Amount/Rat
28.
2019 M&O tax rate. Enter the 2019 M&O tax rate.
$.141579
29.
2019 taxable value, adjusted for actual and potential court-ordered
9,936,822,437
adjustments. Enter the amount in Line 8 of the No-New-Revenue Tax Rate
Worksheet.
30.
Tota12019 M&O levy. Multiply Line 28 by Line 29 and divide by 100.
14,068,453
31.
Adjusted 2019 levy for calculating NNR M&O rate.
A. 2019 sales tax specifically to reduce property taxes. For cities, counties and
0
hospital districts, enter the amount of additional sales tax collected and spent on
M&O expenses in 2019, if any. Other taxing units, enter 0. Counties must exclude
any amount that was spent for economic development grants from the amount of
sales tax spent.
B. M&O taxes refunded for years preceding tax year 2019. Enter the amount of
157,03
M&O taxes refunded in the preceding year for taxes before that year. Types of
refunds include court decisions, Tax Code Section 25.25(b) and (c) corrections and
Tax Code Section 31.11 payment errors. Do not include refunds for tax year 2019.
This line applies only to tax years preceding tax year 2019.
C. 2019 taxes in TIF: Enter the amount of taxes paid into the tax increment fund
1,140,97
for a reinvestment zone as agreed by the taxing unit. If the taxing unit has no 2020
ca lured a raised value in Line 18D, enter 0.
D. 2019 transferred function: If discontinuing all of a department, function or
0
activity and transferring it to another taxing unit by written contract, enter the
amount spent by the taxing unit discontinuing the function in the 12 months
preceding the month of this calculation. If the taxing unit did not operate this
function for this 12-month period, use the amount spent in the last full fiscal year in
which the taxing unit operated the function. The taxing unit discontinuing the
function will subtract this amount in E below. The taxing unit receiving the function
will add this amount in E below. Other taxing units enter 0.
E--E.
2019 M&O levy adjustments. Add A and B, then subtract C. For taxing unit
-983,944
with D subtract if discontinuing function and add if receiving function
F. Add Line 30 to 31E.
13,084,509
32.
Adjusted 2020 taxable value. Enter the amount in Line 25 of the No-New-
9,226,411,463
Revenue Tax Rate Worksheet.
33.
2020 NNR M&O rate (unadjusted) Divide Line 31F by Line 32 and multiply by
0.141816
$100.
34.
Rate adjustment for state criminal'ustice mandate. 23
A. 2020 state criminal justice mandate. Enter the amount spent by a county in the
0
previous 12 months providing for the maintenance and operation cost of keeping
inmates in county-paid facilities after they have been sentenced. Do not include any
state reimbursement received by the county for the same u ose.
B. 2019 state criminal justice mandate Enter the amount spent by a county in the
0
12 months prior to the previous 12 months providing for the maintenance and
operation cost of keeping inmates in county-paid facilities after they have been
sentenced. Do not include any state reimbursement received by the county for the
same purpose. Enter zero if this is the first time the mandate applies
Page 5 1001,13
Line Voter Approval Tax Rate Activity
Amount/Rat
C. Subtract B from A and divide by Line 32 and multiply by $100 0.000000
Rate adjustment for indigent health care expenditures[24J
D. Enter the rate calculated in C. If not a licable enter 0.
0.000000
�35.
Rate adjustment for indigent health care expenditures[24J
A. 2020 indigent health care expenditures Enter the amount paid by a taxing unit
0
providing for the maintenance and operation cost of providing indigent health care
for the period beginning on July 1, 2019 and ending on June 30, 2020, less any state
assistance received for the same purpose
B. 2019 indigent health care expenditures Enter the amount paid by a taxing unit
0
providing for the maintenance and operation cost of providing indigent health care
for the period beginning on July 1, 2018 and ending on June 30, 2019, less any state
assistance received for the same u ose
C. Subtract B from A and divide b Line 32 and multi l b $100
0.00000
D. Enter the rate calculated in C. If not applicable, enter 0.
0.000000
36.
Rate adjustment for county indigent defense compensation.[ 25]
_
A. 2020 indigent defense compensation expenditures. Enter the amount paid by
0
a county to provide appointed counsel for indigent individuals for the period
beginning on July 1, 2019 and ending on June 30, 2020, less any state grants
received by the county for the same purpose
2019 indigent defense compensation expenditures. Enter the amount paid by a
0
EB.
county to provide appointed counsel for indigent individuals for the period
beginning on July 1, 2018 and ending on June 30, 2019, less any state grants
received by the count for the same u ose
C. Subtract B from A and divide by Line 32 and multiply by $100
0.00000
D. Multiply B by 0.05 and divide by Line 32 and multiply b $100.
0.00000
E. Enter the lessor of C and D. If not applicable enter 0.
0.000000
37.
Rate adjustment for county hos ital ex enditures.
A. 2020 eligible county hospital expenditures Enter the amount paid by the
0
county or municipality to maintain and operate an eligible county hospital for the
period be innin on July 1 2019 and ending on June 30, 2020
B. 2019 eligible county hospital expenditures Enter the amount paid by the coun
0
or municipality to maintain and operate an eligible county hospital for the period
beginning on July L 2018 and ending on June 30 2019
C. Subtract B from A and divide by Line 32 and mull 1 b $100
0.00000
D. Multiply B by 0.08 and divide by Line 32 and multiply b $100
0.00000
E. Enter the lessor of C and D, if a licable. If not a licable, enter 0.
0.000000
38.
Ad'usted 2020 NNR M&O rate. Add Lines 33, 34D 35D, 36E, and 371.
0.141816
39.
2020 voter -approval M&O rate. Enter the rate as calculated by the appropriate
0.146779
scenario below.
Special Taxing Unit If the taxing unit qualifies as a special taxing unit, multiply
Line 38 by 1.08
-or-
Other Taxing Unit If the taxing unit does not qualify as a special taxing unit,
multiply Line 38 by 1.035.
-or-
Taxing unit affected by disaster declaration If the taxing unit is located in an are
declared as disater area, the governing body may direct the person calculating the
voter -approval rate to calculate in the manner provided for a special taxing unit.
The taxing unit shall continue to calculate the voter -approval rate in this manner
until the earlier of 1) the second year in which total taxable value on the certified
appraisal roll exceeds the total taxable value of the tax year in which the disaster
occurred, and 2) the third tax year after the tax year in which the disaster occurred.
If the taxin unit ualifies under this scenario, multi 1 Line 38 6 1.08. 27
Page morr7
Line
Voter Approval Tax Rate Activity
Amount/Rat
40.
Total 2020 debt to be paid with property taxes and additional sales tax
0
revenue. Debt means the interest and principal that will be paid on debts that;
(1) are paid by property taxes,
(2) are secured by property taxes,
(3) are scheduled for payment over a period longer than one year, and
50.
4 are not classified in the taxin unit's budget as M&O expenses.
0
A. Debt also includes contractual payments to other taxing units that have incurred
18,601,76
debts on behalf of this taxing unit, if those debts meet the four conditions above.
Include only amounts that will be paid from property tax revenue. Do not include
appraisal district budget payments.
Enter debt amount
B. Subtract unencumbered fund amount used to reduce total debt.
C. Subtract certified amount spent from sales tax to reduce debt(enter zero if
0
none
D. Subtract amount paid from other resources
5,007,26
E. Adjusted debt Subtract B C and D from A
13,594,501
41.
Certified 2019 excess debt collections Enter the amount certified b the collector.
0
42.
Adjusted 2020 debt Subtract Line 41 from Line 40E
13,594,501
43.
2020 anticipated collection rate.
A. Enter the 2020 antic i ated collection rate certified by the collector
105.0
B. Enter the 2019 actual collection rate
107.0
C. Enter the 2018 actual collection rate
105.0
D. Enter the 2017 actual collection rate
108.0
E. If the anticipated collection rate in A is lower than actual collection rates in B, C
105.00
and D, enter the lowest collection rate from B, C and D. If the anticipated rate in A
is higher than at least one of the rates in the prior three years, enter the rate from A.
Note thet the rate can be greater than 100%.
44.
2020 debt adjusted for collections. Divide Line 42 by Line 43E.
12,947,144
45.
2020 total taxable value. Enter the amount on Line 21 of the No -New -Revenue
9,306,071,773
Tax Rate Worksheet.
46.
_
2020 debt rate Divide Line 44 by Line 45 and multi ( b $100.
0. 139 125
47.
2020 voter -approval tax rate. Add Line 39 and 46.0.285904
48.
COUNTIES ONLY. Add together the voter -approval tax rate for each type of tax
the county livies. The total is the 2020 county voter -approval tax rate.
STEP 3 NNR Tax Rate and Voter -Approval Tax Rate Adjustments for Additional Sales tAx to Reduce Property Taxes
Cities, counties and hospital districts may levy a sales tax specifically to reduce property taxes. Local voters by election must approve
imposing or abolishing the additional sales tax. If approved, the taxing unit must reduce its NNR and voter -approval tax rates to offset
the expected sales tax revenue.
This section should only be completed by a county, city or hospital district that is required to adjust its NNR tax rate and/or voter-
annroval tax rate because it adorned the additional sales tax.
Line
Additional Sales and Use Tax Worksheet
Amount/Rat
49.
Taxable sales. For taxing units that adopted the sales tax in November 2019 or May
0
2020, enter the Comptroller's estimate of taxable sales for the previous four
quarters [32]. Estimates of taxable sales may be obtained through the Comptroller's
Allocation Historical Summary webpage. Taxing units that adopted the sales tax
before November 2019 skip this line.
50.
Estimated sales tax revenue. Counties exclude any amount that is or will be spent
0
for economic development grants from the amount of estimated sales tax
revenue.[33]
Taxing units that adopted the sales tax in November 2019 or in May 2020.
Multiply the amount on Line 49 by the sales tax rate (.0 1, .005 or .0025, as
applicable) and multiply the result by .95 [34] -or-
Taxing units that adopted the sales tax before November 2019. Enter the sales
tax revenue for the previous four quarters. Do not multi ( by .95.
Page 7 1W 1. 1.7
Line
Additional Sales and Use Tax Worksheet
Amount/Rat
51.
1 2020 total taxable value. Enter the amount from Line 21 of the No -New -Revenue
9,306,071,773
Tax Rate Worksheet..
52.
Sales tax adjustment rate. Divide Line 50 by Line 51 and multiply by $100
_
0.00000
53.
2020 NNR tax rate, unadjusted for sales tax[35]. Enter the rate from Line 26 or
$.28269
58.
27 as applicable on the No -New -Revenue Tax Rate Worksheet.
$9,306,071,773
54.
2020 NNR tax rate, adjusted for sales tax.
$.28269
60.
Taxing units that adopted the sales tax in November 2019 or in May 2020.
0.285904
Subtract Line 52 from Line 53. Skip to Line 55 if you adopted the additional sales
tax before November 2019.
55.
2020 voter -approval tax tate, unadjusted for sales tax.[36] Enter the rate from
0,28590
Line 47 or Line 48 as applicable, of the Voter -Approval Tax Rate
Worksheet
56.
2020 voter -approval tax rate, adjusted for sales tax.
0.28590
Subtract Line 52 from Line 55.
137]Tex. Tax Code Section [38]Tex. Tax Code Section
STEP 4: Additional Rollback Protection for Pollution Control
A taxing unit may raise its rate for M&O funds used to pay for a facility, device or method for the control of air, water or land pollution.
This includes any land, structure, building, installation, excavation, machinery, equipment or device that is used, constructed, acquired or
installed wholly or partly to meet or exceed pollution control requirements. The taxing unit's expenses are those necessary to meet the
requirements of a permit issued by the Texas Commission on Environmental Quality (TCEQ). The taxing unit must provide the tax
assessor with a copy of the TCEQ letter of determination that states the portion of the cost of the installation for pollution control.
This section should only be completed by a taxing unit that uses M&O Funds to pay for a facility, device or method for the control of air,
water or land pollution.
This section should only by completed by a taxing unit that uses M&O funds to pay for a facility, device or method for the control of air,
water or land pollution.
Line
Activity
Amount/Rat
57.
Certified expenses from the Texas Commission on Environmental Quality (TCEQ). Enter the amount
$0
certified in the determination letter from TCEQ [37]. The taxing unit shall provide its tax assessor -collector
with a co of the letter. 38
58.
2020 total taxable value. Enter the amount from Line 21 of the No -New -Revenue Tax Rate Worksheet.
$9,306,071,773
59.
Additional rate for pollution control. Divide Line 57 by Line 58 and multiply by $100.
0.000000
60.
2020 voter -approval tax rate, adjusted for pollution control. Add Line 59 to one of the following lines
0.285904
(as applicable): Line 47 Line 48 (counties) or Line 56 (taxing units with the additional sales
1371Tex. Tax Code Section 138]Tex. Tax Code Section
Page 8 1001.1.7
STEP 5: Voter -Approval Tax Rate Adjustment for Unused Increment Rate
The unused increment rate is the rate equal to the difference between the adopted tax rate and voter -approval tax rate before the unused
increment rate for the prior three years [39]. In a year where a special taxing unit adopts a rate above the voter -approval tax rate by
applying any portion of the unused increment rate, the unused increment rate for that year would be zero.
For each tax year before 2020, the difference between the adopted tax rate and voter -approval rate is considered zero, therefore the unused
increment rate for 2020 is zero. [40]
This section should only be completed by a taxing unit that is a municipality of less than 30,000 or a taxing unit that does not meet the
definition of a special taxing unit. [41]
Line
I Activity
Amount/Rat
61. 2019 unused increment rate. Subtract the 2019 actual tax rate and the 2019 unused increment rate from 0.000000
the 2019 voter -approval tax rate. If the number is less than zero, enter zero. If the year is prior to 2020,
enter zero.
62. 2018 unused increment rate. Subtract the 2018 actual tax rate and the 2018 unused increment rate from 0.000000
the 2028 voter -approval tax rate. If the number is less. than zero, enter zero. If the year is prior to 2020,
enter zero.
63. 2017 unused increment rate. Subtract the 2017 actual tax rate and the 2017 unused increment rate from 0.000000
the 2017 voter -approval tax rate. If
the number is less than zero enter zero. If the year is prior to 2020 enter zero.
64.
2020 unused increment rate. Add Lines 61, 62 and 63.
0.000000
65. 2020 voter -approval tax rate, adjusted for unused increment rate. Add Line 64 to one of the
following lines (as applicable): Line 47, Line 48 (counties), Line 56. (taxing units with the additional
sales tax) or Line 60(taxing units with pollution control),
STEP 6: De Minimis Rate
The de minimis rate is the rate equal to the sum of the no -new -revenue maintenance and operations rate, the rate that will raise $500,000,
and the current debt rate for a taxing unit.[42]
This section should only be completed by a taxing unit that is a municipality of less than 30,000 or a taxing unit that does not meet the
definition of a special taxing unit. [43]
Line
Activity
Amount/Rat
66.
1Adjusted 2020 NNR M&O tax rate. Enter the rate from Line 38 of the Voter -Approval Tax Rate
Worksheet
0.000000
67.
2020 total taxable value. Enter the amount on Line 21 of the No -New -Revenue Tax Rate Worksheet
0
68.
Rate necessary to impose $500,000 in taxes. Divide $500,000 by Line 67 and multiply by $100.
0.000000
69.
2020 debt rate Enter the rate from Line. 46 of the Voter- Approval Tax Rate Worksheet
0.000000
70.
De minimis rate Add Lines 66, 68 and 69.
0.000000
STEP 7:
Total Tax Rate
Indicate the applicable total tax rates as calculated above.
No -new -revenue tax rate
Voter -Approval Tax Rate
De minimis rate
print here
sign here
0.282694
0.285904
Page 9 10041.7