HomeMy WebLinkAbout2003-13 - Amending Chapter 3.28 to Newport Beach Municipal Code Pertaining To Visitors Service Fee.ORDINANCE NO. 2003 -13
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF NEWPORT BEACH, CALIFORNIA,
AMENDING CHAPTER 3.28 TO NEWPORT BEACH MUNICIPAL CODE PERTAINING TO
VISITORS SERVICE FEE
WHEREAS, Newport Beach Municipal Code Chapter 3.28 establishes a Visitors
Service Fee (VSF) of one percent (1 %) of the rental rate on hotel guests during the
first 30 days of their stay.
WHEREAS, the VSF funds the marketing of the City to tourists.
WHEREAS, the City Council formed the Policies on Resort Taxation (PORT)
Committee to address the subjects of timeshare uses and extended stay hotels.
WHEREAS, the PORT Committee recommended changes to the VSF ordinance.
WHEREAS, the City Council desires to implement the changes proposed by the
PORT committee.
WHEREAS, the VSF and the TOT are complimentary and should be amended
concurrently.
NOW THEREFORE, the City Council of the City of Newport Beach, California, HEREBY
ORDAINS as follows:
Chapter 3.28
VISITORS SERVICE FEE
Sections:
3.28.005
Findings and Purpose.
3.28.010
Definitions.
3.28.015
Visitor Services.
3.28.020
Service Fee.
3.28.025
Use of Service Fee.
3.28.030
Responsibility of the Operator.
3.28.035
Exemptions.
3.28.040
Reporting and Remitting.
3.28.045
Penalties and Interest.
3.28.050
Records.
3.28.055
Enforcement Procedures, Appeal.
3.28.060
Duty of Successor of Operator.
128.065
Divulging Information Prohibited.
3.28.070
Refunds.
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3.28.075 Notice.
3.28.080 Fee Declared a Debt -- Action to Collect.
3.28.085 Penalty for Violations.
NOW THEREFORE, the City Council of the City of Newport Beach, California, HEREBY
ORDAINS as follows:
SECTION 1:
Section 3.28.005 Findings and Purpose.
The City Council finds and declares as follows:
A. The natural, recreational and cultural resources of Newport Beach make it a popular
destination for business travelers and vacationers;
B. Visitor serving businesses, such as hotels, restaurants and retail shops, comprise a
large segment of the economy of the City of Newport Beach;
C. The existing visitor serving businesses within Newport Beach are subject to
increased competition due to the construction of numerous hotels and restaurants in
cities near Newport Beach;
D. To maintain the economic viability of the existing visitor serving businesses it is
necessary to provide those visitors with information about the resources and
businesses available to serve their needs, and to encourage persons to visit
Newport Beach during the off - season;
E. Businesses that provide lodging for visitors will play a key role in dispensing
information to visitors and the guests of hotels, motels and inns will be the principal
beneficiary of the program;
F. The program for providing services to visitors and encouraging others to visit
Newport Beach should be funded by fees charged to the guests of hotels and
motels;
G. A program for providing services to visitors and informing potential visitors of the
advantages of Newport Beach is likely to generate additional transient occupancy
tax and sales tax revenues that can be used by the City to provide services and
make improvements that will benefit residents and visitors alike;
H. The visitor service fee required by this chapter is equivalent to the costs incurred by
the City in providing services and is representative of the benefit to those visiting
Newport Beach.
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Section 3.28.010 Definitions.
Except where the context otherwise requires, the definitions given in this section shall
govern the construction of this chapter:
Administrative Services Director. The term "Administrative Services Director" shall mean
the Administrative Services Director of the City of Newport Beach or his or her designated
representative.
Guest. The term "guest' shall mean any individual who exercises occupancy or is entitled
to occupancy by reason of concession, permit, right of access, license or other agreement
for a period of thirty (30) consecutive calendar days or less, counting portions of calendar
days as full days. Any individual occupying space in a hotel shall be deemed to be a guest
until the period of thirty (30) days has expired, unless there is a Qualifying Rental
Agreement between the operator and the guest providing for a longer period of occupancy.
Hotel. The term "hotel' shall mean any structure or any portion of any structure or the air
space within any structure, which is occupied or intended or designed for occupancy by
transients for dwelling, lodging or sleeping purposes for periods of thirty (30) days or less.
The term hotel includes any inn, residential dwelling unit, motel, group residential or
lodging house, bed and breakfast inn, single room occupancy hotel, hostel, rental unit,
public or private residential club, mobile home, Time -share Project, house trailer at a fixed
location, or other structure or portion of a structure.
Individual. The term "individual' shall mean any natural person.
Occupancy. The term 'occupancy" shall mean the use or possession, or the right to use or
possession of a specific room or rooms or portion thereof, in any hotel for dwelling, lodging
or sleeping purposes.
Operator. The term 'operator" shall mean the person who is proprietor of the hotel,
whether in the capacity of owner, lessee, sublessee, mortgagee in possession, licensee,
Time -share Project owner's association or any other capacity. Where the operator
performs his functions through a managing agent of any type or character other than an
employee, the managing agent shall also be deemed an operator for the purposes of this
chapter and shall have the same duties and liabilities as his principal. Compliance with the
provisions of this chapter by either the principal or the managing agent shall, however, be
considered to be compliance by both.
Person. Except as used in the term "guest," the term "person" shall mean any individual,
firm, partnership, joint venture, association, social club, fraternal organization, joint stock
company, corporation, estate, trust, business trust, receiver, trustee, syndicate, or any
other group or combination acting as a unit.
Qualifying Rental Agreement. The term "Qualifying Rental Agreement' shall mean a
written leasehold agreement signed by both the operator and guest obligating the guest to
pay rent for use and possession of a room or space in a hotel for a period of not less than
thirty -one (31) consecutive days. The "Qualifying Rental Agreement' shall be legally
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enforceable by both the operator and guest and shall include in its terms both the right to
occupy and the obligation to pay for a room and /or rooms for thirty -one (31) days or more.
"Qualifying Rental Agreement" expressly excludes:
a. Any agreement, regardless of the rental term, which is terminated for any
reason, by either party, or by mutual consent, prior to the thirty -first
consecutive day of occupancy; or,
b. Any agreement that would be unlawful or constitute a violation of law.
Rent. The term "rent' shall mean the consideration charged, _whether or not received, for
the occupancy of space in a hotel valued in money, whether to be received in money,
goods, labor or otherwise, including all receipts, cash, credits and property and services of
any kind or nature, without any deduction.
Time -share Interest. The term "Time -share Interest' shall mean either a time -share estate
or a time -share use (as those terms are defined in Section 11003.5 of the Business and
Professions Code) and any similar form of ownership involving a right in perpetuity, for life,
or for a term of years, to occupy any room, space or area in a Time -share Project.
Time -share Project. The term "Time -share Project' shall mean a structure or real property
(including airspace) in which a Time -share Interest has been sold.
Section 3.28.015 Visitor Services.
The City, or an entity under contract to the City, shall develop, plan, carry out and
supervise a program to serve the needs of visitors to, and promote tourism in, the City of
Newport Beach. The City, or the entity retained by the City, in implementing this plan shall,
at a minimum:
A. Employ, and provide suitable quarters for, competent personnel to carry out the
services described above;
B. Prepare and distribute information, by way of brochures, publications, guides, direct
mail and the media that informs visitors, and prospective visitors, of the resources of
Newport Beach and the businesses available to serve their needs;
C. Develop and implement marketing programs with an emphasis on increasing
business and visitor trade during the off -peak season (October through May).
Section 3.28.020 Service Fee.
Each guest shall pay a fee of one percent of the rent charged by the operator as
consideration for, and to defray the cost of, the services provided by the City. The fee
constitutes a debt owed by the guest to the City which is extinguished only by a payment
to the operator or directly to the City. The guest shall pay the fee to the operator of the
hotel at the time the rent is paid. If the rent is paid in installments, a proportionate share of
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the fee shall be paid with each installment. Any unpaid fee shall be due upon the guest's
termination of tenancy.
Section 3.28.025 Use of Service Fee.
Funds received by the City pursuant to this chapter shall be used solely for the purposes
described in Section 3.28.015. All fees received pursuant to this chapter shall be deposited
into a special account designated the "visitor service fee fund."
Section 3.28.030 Operator's Collection Duties.
Each operator shall collect the fee imposed by this chapter to the same extent, and at the
same time, as rent is collected from each guest. The fee shall be separately stated from
the amount of the rent charged, and each guest shall receive a receipt for payment from
the operator. However, the operator shall not be required to separately state the fee if the
operator complies with the provisions of Section 3.16.050 of Chapter 3.16 related to
Special Packages.
Section 3.28.035 Exemptions
No fee shall be imposed upon:
A. Any person as to whom, or any occupancy as to which, it is beyond the power of the
City to impose the fee specified in this chapter, and only when in the performance of
official duties thereof.
B. Any officer or employee of a foreign government who is exempt by reason of
express provision of Federal Law or international treaty.
C. A transient occupying a hotel pursuant to a Qualifying Rental Agreement entered
into prior to the first (1') day of occupancy.
D. An employee of an airline company who is occupying a hotel room in the course of
his or her employment, but only when the room is rented by the airline employer
pursuant to a Qualifying Rental Agreement, that has been pre- approved by the
Administrative Services Director.
E. No exemption shall be granted except pursuant to an application filed when the rent
is collected and under penalty of perjury upon a form prescribed by the
Administrative Services Director. It is the guest's responsibility to provide necessary
proof of the exemption.
Section 3.28.040 Reporting and Remitting, Collection.
The operator shall be required to report and remit all fees paid pursuant to this chapter in
the same manner as required by Section 3.16.070.
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Section 3.28.045 Penalties and Interest.
Any operator who fails to remit any fee imposed by this chapter within the time required
shall be required to pay penalties and interest in the same manner and amounts as
provided in Section 3.16.080 of Chapter 3.16.
Section 3.28.050 Records.
It shall be the duty of every operator liable for the collection and payment to the City of any
fee imposed by this chapter to keep and preserve, for a period of not less than four years,
all records necessary to determine the amount of fees the operator was required to collect
and pay to the City. All retained records shall be subject to audit as provided in Section
116.070. The Administrative Services Director shall have the right to inspect and /or audit
these records at any time during normal business hours on 24 hours written notice. The
records shall be maintained at the operator's premises or at a location convenient to the
Administrative Services Director. The records shall include at least the following:
(i) Daily summaries of room occupancies;
(ii) A record of each occupancy charge for which exemption is claimed, the City
provided exemption form, if applicable, including the name of the individual
occupying the room, dates form occupancy and reasons for exemption; and
(iii) All qualifying rental agreements.
Section 3.28.055 Enforcement Procedures, Appeal.
The Administrative Services Director shall enforce any failure or refusal of any operator to
collect the fee, or make any report or remittance of the fee, required by this chapter in the
same manner and subject to the same conditions and procedures as provided in Section
3.16.090 of Chapter 3.16.
Section 3.28.060 Duty of Successor of Operator.
A. If an operator who is liable for any fee or penalties under this chapter sells or
otherwise disposes of the hotel operation, his /her successor shall notify the
Administrative Services Director of the date of sale at least thirty (30) days before
the date of sale, or if the decision to sell was made less than thirty (30) days prior to
the actual sale, then immediately and shall upon withhold a sufficient portion of the
purchase price to equal the amount of any unpaid fees or penalty until the selling
operator produces a receipt from the Administrative Services Director showing that
the fee or penalty has been paid or a clearance certificate from the Administrative
Services Director stating that no fee or penalty is due. If the seller does not present
a receipt or clearance certificate within thirty (30) days after such successor
commences to conduct business, the successor shall deposit the withheld amount
with the Administrative Services Director pending settlement of the account of the
seller.
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B. If the successor operator fails to withhold a portion of the purchase price as required
in section A. The successor operator shall be liable to the City for the payment of
the amount required to be withheld. Within thirty (30) days after receiving a written
request from the successor for a clearance certificate stating that no fee or penalty
is due, the City collector shall either issue the certificate or mail notice to the
successor at its address as it appears on the records of the City collector of the
estimated amount of the fee and penalty that must be paid as a condition of issuing
the certificate.
Section 3.28.065 Divulging Information Prohibited.
Returns filed with the City pursuant to this chapter, and information regarding the amount
of gross receipts, adjustments, credits, over collections, taxes, fees, penalties and interest,
shall be and remain confidential. No person having an administrative duty under this
chapter shall make known in any manner whatsoever the business affairs, operations, or
information obtained by an investigation or audit of the records of any operator or any
other person visited or examined in the discharge of official duty, or the amount or source
of income, profits, losses, expenditures, of the operator, set forth or to knowingly permit
any return or any abstract, or copy of the return to be seen or examined by any person,
except this Section shall not apply to (i) any disclosures made in connection with any
hearing, appeal, or any civil action or proceeding relating to the determination or recovery
of the fee; (ii) any prosecution of any person for violation of any provision of this chapter; or
(iii) any criminal or civil proceeding pertaining to the fee. This Subsection shall not prohibit,
nor be construed to prohibit, disclosure of statistical or cumulative information derived from
tax returns, when the information disclosed does not identify or relate to any particular
operator. This Subsection shall not prohibit, nor be construed to prohibit, any disclosure of
tax returns or other information when disclosure is compelled by an order of court or other
judicial process.
Section 3.28.070 Refunds.
A. Claim Required. Whenever the amount of any fee, interest or penalty has been
overpaid or paid more than once or has been erroneously or illegally collected or
received by the City under this chapter, it may be refunded as provided in
subsections (B) and (C) of this section; provided, that a claim in writing therefore,
stating under penalty of perjury the specific grounds upon which the claim is
founded, is filed with the Administrative Services Director within three years of the
date of payment. The claim shall be on forms furnished by the Administrative
Services Director.
B. Claim by Operator. An operator may claim a refund, or take as credit against visitor
service fees collected and remitted, the amount overpaid, paid more than once or
erroneously or illegally collected or received when it is established in a manner
prescribed by the Administrative Services Director that the person from whom the
fee has been collected was not a guest; provided, however, that neither a refund
nor a credit shall be allowed unless the amount of the fee so collected has either
been refunded to the guest or credited to rent subsequently payable by the guest to
the operator.
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C. Claim by Guest. A guest may obtain a refund of visitor service fees overpaid or
paid more than once or erroneously or illegally collected or received by the City by
filing a claim in the manner provided in subsection (A), but only when the fee was
paid by the guest directly to the Administrative Services Director, or when the guest,
having paid the fee to the operator, establishes to the satisfaction of the
Administrative Services Director that the guest has been unable to obtain a refund
from the operator who collected the fee.
D. Evidence. No refund shall be paid under the provisions of this section unless the
claimant establishes his right thereto by written records showing entitlement thereto.
Section 3.28.075 Notice.
Any notice required to be given pursuant to this chapter, shall be deemed given if
personally served on the operator or the operator's representative, or if deposited in the
United States mail, first -class postage prepaid, and addressed to the operator at the
address shown on the transient occupancy registration certificate.
Section 3.28.080 Fee Declared a Debt -- Action to Collect.
Any fee collected by an operator pursuant to this chapter that has not been paid to the City
shall be deemed a debt owed by the operator to the City and the operator shall be liable in
an action brought in the name of the City of Newport Beach for the recovery of the
unremitted fees.
Section 3.28.085 Penalty for Violations.
Any operator or other person who willfully (i) fails or refuses to register as required by this
chapter; (ii) fails to make any return required to by this chapter; (iii) fails or refuses to
furnish a supplemental return or other data required by the Administrative Services
Director; or (iv) makes a false or fraudulent return or claim, is guilty of a misdemeanor and
is punishable as provided in Section 1.04.010 of this Code.
SECTION 2: That if any section, subsection, sentence, clause or phrase of this Ordinance is
for any reason held to be invalid or unconstitutional, such decision shall not affect the validity
or constitutionality of the remaining portions of this Ordinance. The City Council hereby
declares that it would have passed this Ordinance and each section, subsection, clause or
phrase hereof, irrespective of the fact that any one to more sections, subsections, sentences,
clauses and phrases be declared unconstitutional.
SECTION 3: The Mayor shall sign and the City Clerk shall attest to the passage of this
Ordinance. The City Clerk shall cause the same to be published once in the official
newspaper within fifteen (15) days after its adoption.
This Ordinance was introduced at a regular meeting of the City Council of the City of Newport
Beach held on the 8th day of July 2003, and adopted on the 22nd day of July, 2003, by the
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following vote, to -wit:
ATTEST:
CITY CLERK
AYES, COUNCILMEMBERS Heffernan, Adams, Webb,
Nichols, *Mayor Bromberg
NOES, COUNCILMEMBERS None
ABSENT, COUNCILMEMBERS proctor, Ridgeway
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STATE OF CALIFORNIA }
COUNTY OF ORANGE
CITY OF NEWPORT BEACH }
I, LAVONNE M. HARKLESS, City Clerk of the City of Newport Beach, California, do
hereby certify that the whole number of members of the City Council is seven; that the foregoing
ordinance, being Ordinance No. 2003 -13 was duly and regularly introduced before and adopted by
the City Council of said City at a regular meeting of said Council, duly and regularly held on the
22nd day of July 2003, and that the same was so passed and adopted by the following vote, to wit:
Ayes: Heffernan, Adams, Webb, Nichols, Mayor Bromberg
Noes: None
Absent: Proctor, Ridgeway
Abstain: None
IN WITNESS WHEREOF, I have hereunto subscribed my name and affixed the
official seal of said City this 23rd day of July 2003.
(Seal)
City Clerk
City of Newport Beach, California
CERTIFICATE OF PUBLICATION
STATE OF CALIFORNIA }
COUNTY OF ORANGE } ss.
CITY OF NEWPORT BEACH }
I, LAVONNE M. HARKLESS, City Clerk of the City of Newport Beach, California, do hereby
certify that Ordinance No. 2003 -13 has been duly and regularly published according to law and the
order of the City Council of said City and that same was so published in The Daily Pilot, a daily
newspaper of general circulation on the following date, to wit: July 26, 2003.
2003.
In witness whereof, I have hereunto subscribed my name this V-- day of
City Clerk
City of Newport Beach, California