A. Lodging Tax
CITY OF
CHANHASSEN
7700 Market Boulevard
PO Box 147
Chanhassen, MN 55317
Administration
Phone: 952.227.1100
Fax: 952.227.1110
Building Inspections
Phone: 952.227.1180
Fax: 952.227.1190
Engineering
Phone: 952.227.1160
Fax: 952.227.1170
Finance
Phone: 952.227.1140
Fax: 952.227.1110
Park & Recreation
Phone: 952.227.1120
Fax: 952.227.1110
Recreation Center
2310 Coulter Boulevard
Phone: 952.227.1400
Fax: 952.227.1404
Planning &
Natural Resources
Phone: 952.227.1130
Fax: 952.227.1110
Public Works
1591 Park Road
Phone: 952.227.1300
Fax: 952.227.1310
Senior Center
Phone: 952.227.1125
Fax: 952.227.1110
Web Site
WIIW.ci. chanhassen.m n. us
A
To: Todd Gerhardt, City Manager
From: Laurie Hokkanen, Assistant City Manager~
Date: May 9, 2007
o~
Re: Lodging Tax
The Chanhassen Chamber of Commerce will be at the work session to discuss
implementing a citywide 3% Lodging Tax. Attached please find the
following supporting documents from the Chamber:
. Letter from Linda Walton explaining the proposal
. MN Statute authorizing the City to implement such a tax
. Draft proposed amendment to City ordinance
. Survey of other metro communities with lodging tax in place
. Projected Annual Marketing Budget
In order for the Lodging Tax to be implemented, the City Council would need
to adopt an ordinance at a future meeting.
The City ot Chanhassen · A growing community with clean lakes, quality schools, a Channing downtown, thriving businesses, winding trails, and beautiful parks. A glBat place to live, work, and play.
G:\Admin\LH\Chamber of Commerce\Lodging Tax Staff Report.doc
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CHANHASSEN~fR{1EA
C~R OF CoMMEIl.CE" VISITORS BUlE,W
Date: May 4, 2007
To: Chanhassen City Council
From: Linda Walton, President
Chanhassen Area Chamber of Commerce
& Visitors Bureau
RE: Proposal for your consideration: Implementation of a citywide lodging tax
The Chanhassen Area Chamber of Commerce & Visitors Bureau hereby proposes that the
City of Chanhassen adopt a citywide lodging tax of 3% as allowed by Minnesota statue to
establish a source of funds to be used for advertising and promoting the community as a
visitor destination. Minnesota Statute 469.190 authorizes Cities to" impose a tax on the
gross receipts of the furnishings of certain lodgings (Lodging Tax)," of which "95% of
the gross proceeds from any tax imposed...fund a local convention or tourism bureau for
the purpose of marketing and promoting" (refer to the included copy of Statute 469.190).
The Chanhassen Area Chamber of Commerce and Visitors Bureau is willing and able to
receive such funds to carry out activities to advance the economic impact of tourism in
the Chanhassen area.
Of the Lodging Tax collected by the City of Chanhassen, 5% would be retained by the
City for administrative purposes. All money received by the Chanhassen Area Chamber
of Commerce & Visitors Bureau would be placed in a segregated fund and designated for
the operation and activities of marketing and promotion. Separate books and records for
the operation and activities would be maintained.
The travel and tourism industry provides a major economic impact overall to
communities, not just the hotel industry. This economic impact benefits the entire
community. According to the most recent statistics available from the Minnesota
Department of Tourism, the travelers spending by expenditure breaks down as shown
below:
. Shopping 25%
. Recreation 25%
. Food 24%
. Lodging 14%
. Transportation 11 %
.
Travelers in Minnesota spend in excess of $32 million a day which supports a variety of
businesses and adds to the total economic strength of our communities.
According to Gayle Junnila, metro regional manager with the Minnesota Department of
Tourism, "people are traveling regionally and according to the Travel Industry
Association of America, the growing trends in the u.s. are Cultural Heritage and
Outdoor/Wildlife Tourism". Chanhassen has both the cultural draw of the Chanhassen
Dinner Theatres and the outdoor/wildlife draw with the University of MN Landscape
Arboretum, as well as the close proximity with Lake Minnetonka and the west metro area
parks and lakes.
The most recent data provided by the Minnesota Department of Tourism shows that
between June 2005 and May 2006, the DIRECT Economic Impact of Expenditures by
Travelers in Carver County as:
. Travelers Expenditures $117,544,475
. Full- Time Equivalent Jobs 1,677
. Local Revenue $2,533,819
Over the past month, both myself and Mark Halla, Vice Chair of the Chamber Board for
2007, visited with representatives of all of our Chanhassen lodging facilities and received
overwhelming support from a majority of those we spoke with. In fact, they even
requested we implement this tax as soon as possible to capture the tax collected during
their the busy season and have an immediate influx of approximately $50,000 to support
advertising and promoting our community.
With the existing draw to the area, the easy access from our community to points of
interest, as well as MSP International Airport and major highway infrastructure, plus the
area growth projected within the next 5 years, the opinion of Chanhassen Area Chamber
of Commerce & Visitors Bureau is that it is time to move forward with the
implementation of a Lodging Tax to enable strategic marketing applications which will
aid to the total economic strength of our community now and in the years to come.
Refer to that included documents:
. Minnesota State Statute 469.190
. Twin Cities Regional Lodging Tax Rates
. Projected Annual Budget
. Hotel-Motel Tax Return Form
. Proposed Amendment to City Code
469.190, Minnesota Statutes 2006
Copyright @ 2006 by the Office of Revisor of Statutes, State of Minnesota.
469.190 LOCAL LODGING TAX.
Subdivision 1. ~~i!tH()riiatiol!~ Notwithstanding section 477A.016 or any other law, a
statutory or home rule charter city may by ordinanc~, and a town may by the affirmative vote of
the electors at the annual town meeting, or at a special town meeting, impose a tax of up to three
percent on the gross receipts from the furnishing for consideration of lodging at a hotel, motel,
rooming house, tourist court, or resort, other than the renting or leasing of it for a continuous
period of 30 days or more. A statutory or home rule charter city may by ordinance impose the tax
authorized under this subdivision on the camping site receipts of a municipal campground.
Subd. 2. Existing taxes. No statutory or home rule charter city or town may impose a tax
under this section upon transient lodging that, when combined with any tax authorized by special
law or enacted prior to 1972, exceeds a rate of three percent.
Subd. 3. ~ispositiOiiofproceed~. Ninety-five percent of the gross proceeds from any tax
imposed under subdivision 1 shall be used by the statutory or home rule charter city or town to
fund a local convention or tourism bureau for the purpose of marketing and promoting the city or
town as a tourist or convention center. This subdivision shall not apply to any statutory or home
rule charter city or town that has a lodging tax authorized by special law or enacted prior to
1972 at the time of enactment of this section.
Subd. 4. Unorganized territories. A county board acting as a town board with respect to an
unorganized territory may impose a lodging tax within the unorganized territory according to this
section if it determines by resolution that imposition of the tax is in the public interest.
Subd. 5. Reverse referendum. If the county board passes a resolution under subdivision
4 to impose the tax, the resolution must be published for two successive weeks in a newspaper
of general circulation within the unorganized territory, together with a notice fixing a date for a
public hearing on the proposed tax.
The hearing must be held not less than two weeks nor more than four weeks after the first
publication of the notice. After the public hearing, the county board may determine to take no
further action, or may adopt a resolution authorizing the tax as originally proposed or approving a
lesser rate of tax. The resolution must be published in a newspaper of general circulation within
the unorganized territory. The voters ofthe unorganized territory may request a referendum on
the
proposed tax by filing a petition with the county auditor within 30 days after the resolution is
published. The petition must be signed by voters who reside in the unorganized territory. The
number of signatures must equal at least five percent of the number of persons voting in the
unorganized territory in the last general election. If such a petition is timely filed, the resolution is
not effective until it has been submitted to the voters residing in the unorganized territory at a
general or special election and a majority of votes cast on the question of approving the resolution
are in the affirmative. The commissioner of revenue shall prepare a suggested form of question
to be presented at the referendum.
Subd. 6. Joint powers agreements. Any statutory or home rule charter city, town, or county
when the county board is acting as a town board with respect to an unorganized territory, may
enter into a joint exercise of powers agreement pursuant to section 471.59 for the purpose of
imposing the tax and disposing of its proceeds pursuant to this section.
Subd. 7. Collection. The statutory or home rule charter city may agree with the commissioner
of revenue that a tax imposed pursuant to this section shall be collected by the commissioner
together with the tax imposed by chapter 297 A, and subject to the same interest, penalties, and
other rules and that its proceeds, less the cost of collection, shall be remitted to the city.
Proposed Amendment To The City Code
Local Lodging Tax
1: DEFINITIONS: Unless otherwise expressly stated, wherever used in the Chapter, the
following works shall have the meanings given to them by the Section.
LODGING:
The furnishing for the consideration of lodging at a hotel,
motel, rooming house, bed and breakfast, tourist court, or
resort, other than the renting or leasing of it for a
continuous period of thirty (30) days or more.
OPERATOR:
A person who provides lodging to others, or any office,
agent or employee of such person.
2: IMPOSITION OF TAX: There is hereby imposed a tax of three percent (3%) on
the gross receipts from the furnishing for consideration of lodging.
3. COLLECTION: Each operator shall collect the tax imposed by this Chapter at the
time rent is paid. The operator shall hold the tax collections in trust to the benefit of the
City. The amount of tax shall be separately stated from the rent charged for the lodging.
4. PAYMENT AND RETURNS: The taxes imposed by this Chapter shall be paid by the
operator to the City not later than twenty-five (25) days after the end of the month in
which the taxes were collected. At the time of payment the operator shall submit a return
upon such forms and containing such information as the City may require. The return
shall contain the following minimum information:
(A) The total amount of rent collected for lodging during the period covered by
the return.
(B) The amount of tax required to be collected and due for the period.
(C) The signature of the person filing the return or that of his agent duly
authorized in writing.
(D) The period covered by the return
(E) The amount of uncollectible rental charges subject to the lodging tax.
The operator may offset against the taxes payable with respect to any reporting period,
the amount of taxes imposed by this Chapter previously paid as a result of any transaction
the consideration for which became uncollectible during such reporting period, but only
in proportion to the portion of such consideration which became uncollectible.
5. EXAMINATION OF RETURN, ADJUSTMENTS, NOTICES AND DEMANDS:
After the return is filed, the City shall examine it and make any investigation or
examination of the records and accounts of the person making the return deemed
necessary for determining its correctness. The tax computed on the basis of such
examination shall be the tax to be paid. If the tax due is found to be greater than that
paid, such excess shall be paid to the City within ten (10) days after receipt of the notice
1
thereof given either personally or sent by registered mail to the address shown on the
return. If the tax paid is greater than the tax found to be due, the excess shall be refunded
to the person who paid the tax to the City within ten (10) days after determination of such
refund.
6: REFUNDS: Any person may apply to the City for a refund of taxes paid for a
prescribed period in excess of the amount legally due for that period, provided that no
application for refund shall be considered unless filed within one year after such tax was
paid, or within one year from the filing of the return, whichever period is longer. The
City shall examine the claim and make and file written findings thereon denying or
allowing the claim in whole or in part and shall mail a notice thereof by registered mail to
such person at the address state upon the return. If such claim is allowed in whole or in
part, the City shall credit the amount of the allowance against any taxes due under this
Chapter from the claimant and the balance of the allowance, if any, shall be paid by the
City to the claimant.
7: FAILURE TO FILE A RETURN: If any operator required by the Chapter to file a
return shall fail to do so within the time prescribed, or shall make, willfully or otherwise,
an incorrect, false, or fraudulent return, the operator shall, upon written notice and
demand, file such return or corrected return within five (50 days of receipt of such written
notice and shall at the same time pay any tax due on the basis thereof. If such person
shall fail to file such return or corrected return, the City shall make a return or corrected
return, for such person from such knowledge and information as the City can obtain, and
assess a tax on the basis thereof, which tax (less any payments theretofore made on
account of the tax for the taxable period covered by such return) shall be paid within five
(5) days of the receipt of written notice and demand for such payment. Any such return
or assessment made by the City shall be prima facie correct and valid, and such person
shall have the burden of establishing its incorrectness or invalidity in any action or
proceeding in respect thereto. If any portion of a tax imposed by this Chapter, including
penalties thereon, is not paid within thirty (30) days after it is required to be paid, the City
Attorney may institute such legal action as may be necessary to recover the amount due
plus interest, penalties, the costs and disbursements of any action. Upon a showing of
good cause, the City may grant an operator one thirty (30) day extension of time within
which to file a return and make payment of taxes as required by this Chapter provided
that interest during such period of extension shall be added to the taxes due at the rate of
ten percent (10%) per annum.
8: PENALITIES: if any tax imposed by this Chapter is not paid within the time therein
specified for the payment, or an extension thereof, there shall be added thereto a specific
penalty equal to ten percent (10%) of the amount remaining unpaid. The amount of tax
not timely paid, together with any penalty provided by this Section, shall bear interest at
the rate of eight percent (8%) per annum from the time such tax should have been paid
until paid. Any interest and penalty shall be added to the tax and be collected as part
thereof.
2
9: VIOLATIONS: Any person who shall willfully fail to make a return required by this
Chapter; or who shall fail to pay the tax after written demand for payment, or who shall
fail to remit the taxes collected or any penalty or interest imposed by this Chapter after
written demand for such payment or who shall refuse to permit the City to examine the
books, records and papers under his or her control, or who shall willfully make any
incomplete, false or fraudulent return shall be guilty of a misdemeanor.
10: USE OF PROCEEDS: Ninety five percent (95%) of the proceeds obtained from
the collection of taxes pursuant to this Chapter shall be transferred to the Chanhassen
Area Chamber of Commerce & Visitors Bureau, CVB Fund, to be used in accordance
with Minnesota Statutes, section 469.190 as the same may be amended from time to time,
to fund a local convention or tourism bureau for the purpose of marketing and promoting
the City as a tourist or convention center. Five percent (5%) of the proceeds obtained
from the collection of taxes pursuant to the Chapter shall be retained by the City of
Chanhassen for the administration thereof.
11: APPEALS: Any operator aggrieved by any notice, order or determination made by
the City under this Chapter may file a petition for review of such notice, order or
determination detailing the operator's reasons for contesting the notice, order or
determination. The petition shall contain the name of the petitioner, the petitioner's
address and the location of the lodging subject to the order, notice or determination. The
petition for review shall be filed with the city Manager within ten days (10) days after the
notice, order or determination for which review is sought has been mailed or serves upon
the person requesting review. Upon receipt of the petition the City Manager, or the
Manger's designee, shall set a date for a hearing and give the petitioner at least five (5)
day's prior written notice of the date, time and place of the hearing. At the hearing, the
petitioner shall be given an opportunity to show just cause why the notice, order or
determination should be modified or withdrawn. Counsel of petitioner's choosing at
petitioner's own expense ma represent the petitioner. The hearing shall be conducted by
the City Manager or the Manager's designee, provided only that the person conduction
the hearing shall not have participated in the drafting of the order, notice or determination
for which review is sought. The person conducting the hearing shall make written
findings of fact and conclusions based upon the applicable sections of this Chapter and
the evidence presented. The person conducting the hearing may affirm, reverse or
modify the notice, order or determination made by the City. Any decision rendered by
the City Manager pursuant to this subdivision may be appealed to the City Council. A
petitioner seeking to appeal a decision must file a written notice of appeal with the City
Manager within ten (10) days after the decision has been mailed to the petitioner. The
matter will thereupon be placed on the Council agenda as soon as is practical. The
Council shall then review the findings of fact and conclusions to determine whether they
were correct. Upon a determination by the Council that the findings and conclusions
were incorrect, the Council may modify, reverse or affirm the decision of the City
Manager or his designee upon the same standards as set forth in this subdivision.
3
Twin Cities Regional Lodging Tax Rates (this was provided by a Chanhassen hotel
manager, not all Twin Cities area communities are listed, only those communities in
which the specific hotel franchise is located). Of the 35 municipalities included in the
complete statewide listing (only the Twin Cities regional is listed below), 80% have an
additional tax on top of the 6.5% state tax.
As per list:
. Richfield
. Bloomington
. Eagan
. Bumsville
. Minneapolis
. Roseville
· St. Paul
. Golden Valley
. Minnetonka
. Coon Rapids
. Maple Grove
. Shakopee
. Lakeville
. Elk River
. Arden Hills
. Vadnais Heights
. Woodbury
. Stillwater
9.5%
13.5%
9.5%
9.5%
13%
9.5%
13%
6.5%
6.5%
9.5%
9.65%
9.5%
9.5%
6.5%
9.5%
6.5%
6.5%
6.5%
Projected Annual Tourism/MarketingBudget - Year 1
Chanhassen Area Chamber of Commerce Visitors Bureau
Income
Hotel/Motel Tax $ 220,000.00
I nterest I ncom e $ 1,200.00
Total Income $ 221,200.00
Expense
Meetings $ 500.00
Training/Tuitions $ 800.00
Accounting $ 4,200.00
Office Supplies $ 1,700.00
Dues & Membeships $ 1,500.00
Travel & Lodging $ 2,500.00
Postage $ 7,500.00
Telephone & Internet $ 3,500.00
Software & Office Equipment $ 6,500.00
Office Maintenance $ 500.00
Public Relations $ 400.00
Miscellaneous Expense $ 1,000.00
Insurance - Liability $ 1,200.00
Total General Expenses $ 31,800.00
Payroll Expenses
Gross Wages $ 42,500.00
Payroll Taxes $ 3,783.00
Employee Benefits $ 2,000.00
Total Payroll Expenses $ 48,283.00
Office Expenses
Rent $ 9,600.00
Leasehold Improvements $ 5,000.00
Miscellaneous Expense $ 800.00
Total Office Expenses $ 15,400.00
Total Marketing Expense $ 124,527.00
Total Expenses $ 220,010.00
First Year One Time ExpensE Indicated In Blue
Year 2 Marketing Expense would increase to $136,027 without the fst year one time expenses.
A total of 61.8% in year 2 would be allocated directly to marketing of the community.
j
May 07 07 09:53a
Val MacLeod
952-934-2129
p.1
\
CHANHASSENMlE~
CHAMBER. OF CoMMERCE &: VlSiTOltS BUREAU
~
The Chanhassen Area Chamber orCommerce has been actively serving area businesses for over forty years. The organization is
committed to providing its members with business referrals, networking opportunities, legislative influence, seminars and numerOlJS
advertising and sponsorship opportunities.
FAX TRANSMITTAL FORM
Chanhassen Area
Chamber of Commerce
& Visitors Bureau
To:
From:
Phone: 952-934-3903
Fax: 952-934-2129
Email:
linda@chanhassenchamber .org
Website:
wwv: .chanhassenchamber .org
.- \Cc\J
- (~)t4='
aa,- \\tQ
\ L _ lEnda Walton
& (r ~rdl t"'resident. Channassen Area Chamber of Commerce
Phone: 952-934-3903
Fax: 952-934-2129
Email: Iinda@chanhassenchamber.org
Website: www.chanhassenchamber.org
560 Market Street
P.O. Box 1099
I Chanhassen, MN
55317-1099
Date: gllo,
Number pages: ........
..J'-.,
Urgent
For Review
Please Comment
Message:
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May 07 07 09:53a
Val MacLeod
952-934-2129
p.2
WHI.'I TO FilE. Returns must
be lit.!I' withIn 15 days loflowirg
"the <:luse of the piJrfod for which
tho r<llurn Is filed.
CITY OF SHAKOPEE, MINNESOTA
HOTEL-MOTEL TAX RETURN
Check AccoontinG Metlloll IJ:;<!ol
for reporting Gro~ Monrhl~'
Rents on Line 1
o CASH 0 ACCRUAL
....t..
ALL BLOCKS BELOW MUST BE COMPLETED IF YOU USE THE "ACTUAL TAX COLLECTED" CHECl< 0
MONTH & YEAR OF REPORT DA TE DUE METHOD, hee InstnJclion "1" on' reverse I HERE
1 GROSS MONTHLY RENTS
- Hnclude ell sources before any exclusions)
2 ADD: BAD DEBT RECOVERIES
MINNESOTA STATE SALES (see InstructIon" F" on reverse'
TAX ACCOUNT NUMSER:
NAME OF OWNER, NAME OF ESTABLISHMENT AND. SU BTOT AL
.MAILlNG ADDRESS lESS: EXCLUSIONS
3 (see ins true tion .. H" ,I
4 LESS: BAD DEBTS
(arising from room rentalsl
5 LESS: NON.TAXABLE RENTS
(meeting & banquet roomsl
TOTAL REOVe/IONS I
R~TURN TOP COpy TO MAJL TO:
CITY WITH REMITTANCE FINANCE DEPARTMENT 5 BALANCE SUBJECT TO TAX
CITY HALL
129 Holmes Sl. S. TAX DUE 13% of Line 6 abovel
SHAKOPEE. MINNESOTA 55379 7
I DECLARE AND CERTlFY UNDER PENAL TV OF LAW THAT I HAVE. INTEREST/COLLECTION
EXAMINED THIS STATEMENT AND THAT TO THE BEST OF MY CHARGE
KNOWLEDGE & BELIEF IT IS TRUE AND COMPLETE. B
51 GNA TU AE .'-.0________._____
TITLE .._-~.. DATE _.___ TOTAL AMOUNT DUE
DISTRIBUTION: WHITE COpy TO CITY MAKE CHECK PAYABLE TO: CITY OF SHAKOPEE
YELLOW COpy RETAINED BY PREPARER
- .
REVISED 1 787
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