98-115
RESOLUTION NO. 98R-1l5
A RESOLUTION OF THE CITY COUNCIL OF
THE CITY OF ANAHEIM, CALIFORNIA,
ADOPTING THE COMMUNITY FACILITIES
DISTRICT NO. 1989-1 (SYCAMORE
CANYON) ANNUAL APPROPRIATIONS LIMIT
FOR THE FISCAL YEAR 1998/99.
WHEREAS, the voters of California on November 6, 1977,
added Article XIII B to the State Constitution placing various
limitations on the appropriations of the state and local
governments; and
WHEREAS, Article XIII B of the State Constitution
provides that the appropriations limit for fiscal year 1998/99 is
calculated by adjusting the 1997/98 fiscal appropriations limit
for changes in the cost of living and population except as
otherwise provided in said Article XIII B; and
WHEREAS, the information necessary for making these
adjustments is attached in Exhibits A through G; and
WHEREAS, the City of Anaheim has complied with all the
provisions of Article XIII B of the State Constitution in
determining the Community Facilities District No. 1989-1
(Sycamore Canyon) appropriations limit for fiscal year 1998/99.
NOW, THEREFORE, BE IT RESOLVED by the City Council of
the City of Anaheim that the Community Facilities District No.
1989-1 (Sycamore Canyon) appropriations limit for fiscal year
1998/99 be established in the amount of $166,207,469.00.
BE IT FURTHER RESOLVED that the City Council of the
City of Anaheim, by recorded vote of the City Council adopting
this resolution, hereby determines and selects that, with regard
to fiscal year 1998/99 and the calculations specified herein for
such fiscal year, the term "change in th~ cost of living" for
purposes of Section 8 (e) (2) of Article XIII B of the Constitution
of the State of California shall mean the percentage change in
the California per capita personal income from the preceding
year.
BE IT FURTHER RESOLVED that the City Council of the
City of Anaheim, by recorded vote of the City Council adopting
this resolution, hereby determines and chooses that, with regard
to fiscal year 1998/99 and the calculations specified herein for
such fiscal year, the term "change in population" for purposes of
Article XIII B of the Constitution of the State of California and
Division 9 of Article 1 of the Government Code of the State of
California shall mean the change in population within the City of
Anaheim.
..'" -r"
BE IT FURTHER RESOLVED that said appropriations limit
herein established may be changed as deemed necessary by
resolution of the City Council,
THE FOREGOING RESOLUTION is approved
City Council of the City of Anaheim this lnth
.1une , 1998.
and adopted by the
day of
ATTEST:
~/L~
CITY CLERK OF THE CITY OF ANAHEIM
0026736.01
2
.",. 'Y''''
EXHIBIT A
1998/99 APPROPRIATIONS LIMIT
COMMUNITY FACILITIES DISTRICT NO. 1989-1 (SYCAMORE CANYON)
CALCULATIONS & COMPARISON OF APPROPRIATIONS SUBJECT TO LIMIT
FY 1997/98 Adopted Appropriations Limit $157,630,091
Adjustment Factor 1.05441460
FY 1998/99 Appropriations Limit $166,207,469
FY 1998/99 Appropriations Limit $166,207,469
FY 1998/99 Appropriations Subject To Limit 72,815
FY 1998/99 Appropriations Limit Margin $166,134,654
FY 1998/99 Appropriations Limit Margin, As a Percent of Limit
100.0%
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EXHIBIT B
1998/99 APPROPRIATIONS LIMIT
COMMUNITY FACILITIES DISTRICT NO. 1989-1 (SYCAMORE CANYON)
ADJUSTMENT FACTORS
POPULA nON. Selected Factor: City Poculation Growth
Population count provided by the
State Finance Department
30],176
Population percent change pursuant
to Sections 2227 and 2228 of the
Revenue and Taxation Code
1.24%
PRICE FACTOR - Selected Factor:
California Per Capita Personal
Income Growth
4.15%
POPULA nON AND PRICE FACTOR
CONVERTED TO AN ADJUSTMENT FACTOR
A) Population: Converted to a factor
1.0124
B) Price Factor: Converted to a factor
1.0415
Ratio of change: A x B =
1.05441460
EXHIBIT C
1998/99 APPROPRIATIONS LIMIT
COMMUNITY FACILITIES DISTRICT NO. 1989-1 (SYCAMORE CANYON)
APPROPRIATIONS SUBJECT TO LIMIT CALClJLA TION
Total All Revenues $634,457
Reduce by Non-Proceeds of Taxes 0 $634,457
Add User Fees in Excess of Costs 0 634,457
Add User Fees in Replacement of Taxes 0 634,457
Subtract Debt Service Appropriations 561,642 $72,815
Total All Appropriations
$634,457
Reduce by Non-Proceeds of Taxes
o
$634,457
Subtract Debt Service Appropriations
561,642
72,815
Appropriations Subject to Limit
$72,815
0<_ .,1''''
EXHIBIT D
1998/99 APPROPRIATIONS LIMIT
COMMUNITY FACILITIES DISTRICT NO. 1989-1 (SYCAMORE CANYON)
PROCEEDS OF TAXES CALCULATION
PROCEEDS NON-PROCEEDS
OF TAXES OF TAXES TOTAL
Taxes $634,457 0 $634,457
State Subventions 0 0 0
Service Charges 0 0 0
Penn;t Fees 0 0 0
Fines and Forfeitures 0 0 0
Rentals 0 0 0
Sales 0 0 0
Refunds and Reimbursements 0 0 0
Internal Service Charges 0 0 0
Federal and County Subventions 0 0 0
Contributions 0 0 0
Subtotal $634,457 $0 $634,457
Interest 0 0 0
Total $634,457 $0 $634,457
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TEXT OF GANN SPF.NVIN(J-I,IMITATION INITIATIVE
EXHIBIT F
LIMITATION OF GOVERNMENT APPROPRIATIONS. INITIATIVE CONSTITUTIONAL
AMENOMENT. Establishes Hnd defines RnnulIl opproprilltion limils on stlllc 11110 loelll
governmenlal enlilies based on annulIl approprilllions for prior fisclll year. Hequirc:;
adjuslments (or changes in cost of living, population and other specified fllctors.
Appropriation limits may be established or. temporarily changed by electorate. Requires
revenues received in excess o( appropriations permitted by this measure to be returned by
revision o( tax rates or (ee schedules within two fiscal years next following year excess
created. With exceptions, provides (or reimbursement of local governments for new
programs or higher level o(services mandated by state. Financial Impact:
Indeterminable.
. .
ARTICLE XIII B.
Sec. 1. The total annual appropriations subject to limitation oC the state and of each
local government shall not exceed the appropriations limit of such entity of government
(or the prior year adjusted (or changes in the cost oC living and population exc(.-pt as
otherwise provided in this Article.
Sec. 2. Revenues received by any entity o( government in excess oC that amount
which is appropriated by such entity in compliance with this Article during the fiscal year
shall be returned by a revision o( tax rates or fee schedules within the next two
~ubsequent fiscal years.
Sec. 3. The appropriations limit for any fiscal year pursuant to Sec. 1 shaH be
adjusted as follows:
(a) In the event that the financial responsibility of providillg services is
transfcrred, in whole or in part, whether by annexation, incorporation or otherwise. (rom
one entity i)( government to another. then for the year In which such transfer becomes
effectivc the appropriations limit of the, transferee entity shall be increased by such
reasonable amount as the said enlities shall mutually agree and the appropriations limit of
the transferor entity shall be decreased by the same amount.
(b) In the event that the financial responsibility of p.roviding services is
t~ansf~rred, in whole or in parl, from an entity of government to a private entity, or the
fmanclal Source (or the provision of services is transferred, in whole or in part, from other
revenuc:> of un entity of government, to regulatory Iiceruies, user chllrges or user fees,
then for thc year of such transfer the appropriations limit oC such entity of government
shall bc decreased accordingly.
(e) In the evenl of an emergency. the appropriation limit may be exceeded
provided lhllt thc appropriution limits in the following three yellrs are reduced Ilccordingly
to prevent un aggrcgtlte increase in appropriations resulting from the emergency.
Sec. 4. The approprialions Ii mil imposed on any new or exisling enlily of
government by this Article mllY be estl\blishcd or changed by the electors of such entily,
subject to and in eonformily wilh conslilutiolllll and statutory voting requirements. The
durlllion of uny such chllnge shull be IlS delermined by stlid electors, but shall in no event
execed four yeHrs from the most recent vote of sa id eleclors creating or conlinuing such
changc.
1 of 3
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EXHIBI'l'p
Sec. 5. Elich entity of guvernmenl n,ay establish such .contin~(!IlC!Y.. QIl\crg<'ncy,
unem(lloymcllt, reserve. retirement, sinking" ruod, ttu~t. or SIOlllnr fllflQli liS 11 shall deem
reasonable and proper. Contributions to fillY such fund, to the extent 1Iwl suC'h
contributions are derived from the proC'ecds of taxes, Shnll fo" purpO'ies of this ArU(')c
~ons~itutc appropriutions $u!lject to limitllli<'!1 ii, Ihe YC/lr of contribution. NciU.er
withdrtlwRls Crom !lny sw~h (uud, nor expendillll'es oj (or lIutlrorj~fltions to (,r:flP.l1d) SlIdl
with,iruwllls, /lof" trttOiifers between or llmor.~ slwh funds, shull fOl' purposes of tillS Article
c'lOstitult>. opprl'prill.tions subjecl 1(; hmilulioll.
Sec. 6. Whenever the Legislature or /lny :;tRfe agency OIundtltes a new program or
higher In\'el of service on tmy local government, thc state shull provide 11 suhvcntion of
funds Lo reimburse such local government for till'! cosLs of such program or increased level
(If service, except thaLthe Legislature liley, bui. nec-d not, pr;,vidc such subvention of
(un<ls for the following mandateti;
crimc; or
(1:1) Legisltltive mandates requested by the local agency aCfected;
(b) 'L"egislation defining a new crime or changing an existillg definition of a
(c) J.cgislt.tlive mllndHtcs enacted prior to January J, 19'15, or execulive orders
or regullltions initially implementing legislation enllcted prior to January I, 19.75.
S~C. 7. Nothing in this Article shaH be construed to impair the ablility of the ~ttite
or of #lny local government to meet its obligations with respect to existing or future
bonded indebtedness.
S~c. B. As used in this Article and elC~ept liS otherwise expressly provided herein:
(a) "Appropriation:. subject to hmitalion" of the state shall mean any
authoriztltion to expend during a fiscal year the proceeds or taxes levied by or for the
state, exclusive oC staLe subventions for the use And operation of local government (other
than liubventiollS made pursuant to Section 6 (\( this Article) and furthcr exclusive of
refunds o( taxes, benefit payments (rom retirement, unemployment insurance and
dilmbility insurance funds;
(b) "Appropriations subject to limitation" of an entity of local government
shll.ll mean llny Iluthorization to expend during a fiscal ycar the proceeds of ta~es levied by
or for thtlt entity and the proceedc; of state subventions to that entity (other than
subventions made pursuant to Section 6 of this ArLicle) exclusive oCrefunds of taxes;
(c) "Proceeds of taxes" shall include,"but not tie restricted to, all tllX revenues
and the proceeds to an entity of government, from (j) regulatory licenses, user charges,
and user feeli to Lhc extent Lhut such proceeds ex~ced tile costs reasonably borne by such
entity in providing the regullltion, product, or service, and (ii) the ^ invest mcnt of tax
revenues. With respect to any local government, "proceeds of tttXCS" shall inclu-1e
.su.bvcntions receivcd from the sltJ te, other thuII purswtnf to Section 6 or this Artic!e, t1n<i,
with respect to the shlte, proceeds of tIlXP.S shall exclude such subventions;
" lei) "l.octll g(Jvl:rnrnell(" sh/ill mClln an~' city,. ('oi.mty, city tlnd county, :-ochool
dlstrlCl, spcclUl district, authurity, or other politiesl subdivision of 01' within the stHle:
(I:) "Cost I)f livilll{" l'hull mClln the l."':onslllllel' Price Indcx for We United Slales
as reported by tll(' Ullitcd Stutes J)el'llrllllcllt of Labo(, or su("~cssor Ilgency of the Lnilcd
Slutes Ciovcl'IlllICIII; provided, howeVer, Ihltt fol' pUl'poses of Scetioll J, the ch/lllge in ('ost
of livillg (1'1111I tile preceding yeu/' shHIl in no evcnt cx/!ced the chulIge in Californili per,
Ctllll\ll persollol illCOIIIC from suit! pr<'('cdillg" y(mr;
2 of 3
,
EXH:tBI'.l' P
({) "Population" of Ilny entity of g(JV(!rllll\l~nt, 0[1,('1" 1I1U" 1.I sdlool distdet, shll/1
be determincd by a method prescribed by the Leg-isluturc, (Jl'ovidcu thut sueh
dcterminution shall be revised, liS ncccssAry, to refll'CI the pcriodlc cellsus ('ollduetec1 by
thc United Stlltes J)cpllrtml'nt of Commerce, or SU('c..,;SOI" ugl'IICY of lIle United SUites
(;ovcrnmcnt. Tile population of /lily s('hool district shlllllJ{' slIdl school district's HVCI'I\~C
daily Ilttcndanee IlS determined by Il lIIethod prescrihcd hy the Lcg-isll.lturcj
(g) "()el>l sel'vicl''' 5111111 IIlCllfl UPllrOpri/llions r'l'quircd to puy tile cost of
interest and redemption charges, includiflg the funding of any reserve or sinking (und
required in connection therewith, on indebtedness existing or legally authorized as of
January I, 1919 or on bonded indebtedness thereafter approved according to law by 8 vote
of the electors of the issuing entity voting in an election (or such purpose.
(h) The "appropriHtions limit" of each entity of government (or each fiscal
year shall be that amount which total annual appropriations subject to limitation may not
exceed under'Section 1 and Section 3; provided, however, that the "al?propriations limit"
of each entity of government for fiscal year 1978-79 shall be the total of the
appropriations subject to limitation of such entity (or that fiscal year. For fiscal year
1918-19, slate subventions to local governments, exclusive o( (ederal grants, shall be
deemed to have been derived from the proceeds of state taxes.
(j) Except as otherwise provided in Section 5, "appropriations subject to
limitation" shull not include local agency loan Cunds or indebtedness (unds, investment (or
authorizations to invcst) funds o( the state, or of 8n entity of local government in
accounts at banks or savings dnd loan associations or in liquid securities.
Sec. 9. "Appropriations subject to limitation" Cor each entity of government shall
not include:
(a) Debt service.
(b) Appropriations required for purposes of complying with mandates of the
courts or the federal government which, without discretion, require an expenditure for
additionul services or which unavoidably muke the providing oC existing services more
costly.
(c) Appropriations of any special district which existed on January 1, 1918,
and which did not as of thc 1977-18 fiscal year levy an ad valorem tax on property in
excess of J 2. cents per $100 of assessed value; or the approprilitions of any special
district thcn exbting or thereafter crcllted by B vote of the people, which is totally Cunded
by othcr thun thl' procced-; of tuxes.
Sec. 10. This Articlc shall be effective commcncing with the first day of the fiscal
yeur following its lIdoptioll.
Sec. II. If ullY uppropriiltioll CtltCI{OI'Y shull be added to or removed (rom
tippropriutiuns suhjeet to limit/ltioll, pllrSllunt to fintll jUdgment of any court of competent
jllrisdi(~tion /I/ld /Iny lIPIlCul therefrom, the IIpproph/ltions limit shall be adjusted
uccOrdinl{ly. If /IllY sect ion, (>url, eltwse or phrusc in Uris Articlc is for any rellson held
invlllid or Ullco/lstilutioll/ll, the relllllininl{ portions of litis Article shull not be affected but
slull rCllluin in full forec unc1 ecrect.
J of J
.. 11"
,1"ATE (7.' ~'FORNIA
?ET!O "NILSON, GCM>mc>'
EXHIBIT G
OEPARTMENT OF F!NANCE
OFFICE OF THE OIRECTQR
$TATE: CAPrrOl. FilOOM 1145
SACRAMENTO. CA ~~4-4!:l9a
May 1, 1998
Dear Auditor/Controller/Fiscal Officer:
PRICE AND POPULATION DATA FOR LOCAL JURISDICTIONS
Appropriations Limit
Article XITI B of the California Constitution specifies that appropriations made by state and
local governments may increase annually by a factor comprised of the change in population
combined with either the change in California per capita personal income or the change in the
local assessment roll due to local nonresidential construction.
The Department of Finance is mandated to provide the population and California per capita
personal income change data for local jurisdictions to calculate their appropriations limitS. The
change in the local assessment roll due to local nonresidential construction may be obtained
from your county l\ssessor. The enclosures contain the price factor and population percentage
change for setting your 1998-99 appropriation limit.
Enclosure I provides the change in California's per capita personal income price factor. An
example of how to utilize this price factor and the population percentage change in calcula.'ing
your] 998.99 limit is included.
Enclosure II provides the population percentage change factors for cities and counties,
Enclosure IlA provides the population percentage change factor for counties and fOf the total
incorporated population of each county,
ThesepopuJation percentage changes were prepared pursuant to Sections 2227 and 2228 of the
Revenue a..'1d Taxation Code and are calculated as of January 1, 1998, Section 2227 specifies
that state mental institutions, federal military bases and state and federal prisons be exclud~
from the percentage cha1:ge calculations.
Population Factors for Special Districts
This letter may be received by special districts, which were exempt from establisl-.lng
apprcpriation limits by Article xrn B, Section 9(c), Receipt of this letter should not be
cons"Z!Ued as a requir.;ment by the Department of Finance to establish an apprapria::ion limit.
~
Auditor/Controller/Fiscal Officer
May 1, 1998
Page 2
Certification
The certification program applies to cities and counties only and does not apply to special
distri ets.
Sections 1100S.6 and 30462.1 of the Revenue and Taxation Code, Section 21022 Streets and
Highways Code, and Section 38421 Vehicle Code specify that if a Department of Finance
population estimate is gr-eater than the CUlTent certified population, the Department shall
automatically file a certified copy with the Controller not less than 25 days nor more than 30
days after completion of the estimate. The Department will certify the higher estimate
unless a written request not to certify is received by the Department from the dty or
county v.ithin 25 days of the completion of the estimate. A city or COlUlty requesting that
their higher estimate not be certified will remain at the current certified population.
The Department of Finance will not certify a population estimate that is lower than the current
cenified population unless requested to do so by a city or a county. The request for
certification must be received by the Department on or before JlUle 1, 1998.
Further Information
Questions concerning population should be directed to the Demographic Research Unit at
(916) 323-4086.
Enclosures
Enclosure 11
Af\nual Percent Change in Population MInus exclusions- January 1, 1997
to January 1,1998 and Total Population January 1, 1998
Total
County Percent Change - Populalon Minus exclusion. - Population
City 119748 1-1-87 1-1.,. 1.1.98
ORANGE
ANAHEIM 1.24 297476 301176 301176
Bt:U:A 1.10 35498 35890 35890
BUENA PARK 1.28 73!i77 74517 74517
COSTA MESA 0.81 102556 103387 104237
CYPRESS 1.23 47354 47938 47938
DANA POINT 1.12 3&460 36868 36868
FOUNTAIN VAllEY 0.82 55176 56828 55628
FUUERTON 1,16 123642 125081 12SOBt
GARDEN GROve 0.88 153084 154398 154398
HUNTINGTON BEACH 1.37 189823 192430 192430
IRVINE 2.32 128818 131807 133152
LAGUNA SEACH 1.15 24249 24627 24527
LAGUNA HilLS 0.74 30158 30381 30381
LAGUNA NIGUEL 1.92 58744 57836 57836
LA HABAA 0.74 54727 55133 55133
lAKE FOREST 0.72 58227 58649 58649
LA PAlMA 0.73 151171 15987 15987
LOS AtAMITOS 0.9ll 11684 l1n9 11854
MISSION VIEJO 2.31 92558 94699 9469ll
NEWPORT BEACH 2.99 70612 72623 72623
ORANGE 1.59 123105 125065 12506$
f:>LAC!NTIA 2.79 45865 47143 47143
SAN CLEMENTE 1.28 471533 4$242 48242
SAN JUAN CAPISTRANO 4.13 29840 31071 31071
~ANTA ANA 0,70 309042 311210 311210
SEAL BEACH 0.77 25954 26165 26742
STANTON 0.72 33210 33449 33449
TUSTIN 3.37 61216 63276 66420
VILLA PARK 0.97 64&4 6547 6547
V'/ESTMINSTER 1.34 83717 84835 84835
VORBA L1NOA 2.23 58939 60255 60255
UNINCORPORATED S.69 182002 192353 198308
COUNlY TOTAl 1.69 26&5181 2710335 2722291
. Exclusions indlJde ....sidents in state mental instilutions. f~ral military itlstallaliO/'l$. and state and teeeral !)risons.
Pagel
May 1, 1998
Enclosure I
A. Price Factor: Article XIII B specifies that local jurisdictions select their
cost-of.living factor to compute their appropriation lhnit by a vote of their
governing body, The cost of living factor provided here is per capita personal
income. If the percentage change in per capita personal income is selected, the
percentage changes to be used in setting the 1998-99 appropriation limit are:
Per Capita Personal Income
Fiscal
Year (FY)
Percentage change
over prior year
1998-99
4.15
B. Follov.ing is an example using sample population change and the change in
California per capita personal income as growth factors in computing a 1998-99
appropriations limit.
1998-99:
Per Capita Change = 4,15 percent
Population Change'" 1.81 percent
Per Capita converted to a ratio:
4.15 + 100 ... 1.0415
100
Population converted to a ratio;
1.81 + 100 =- 1.0181
100
Calculation offactor fe,r FY 98-99:
1.0415 x 1.0181 = 1.0604
~,. .'
STATE OF CALIFORNIA )
COUNTY OF ORANGE ) ss.
CITY OF ANAHEIM )
I, LEONORA N, SOHL, City Clerk of the City of Anaheim, do hereby certify that the foregoing
Resolution No. 98R-115 was introduced and adopted at a regular meeting provided by law, of
the Anaheim City Council held on the 16th day of June, 1998, by the following vote of the
members thereof:
AYES:
MAYOR/COUNCIL MEMBERS:
McCracken, Tait, Zemel, Lopez, Daly
NOES:
MAYOR/COUNCIL MEMBERS:
None
ABSENT:
MAYOR/COUNCIL MEMBERS:
None
AND I FURTHER CERTIFY that the Mayor of the City of Anaheim signed said Resolution
No. 98R-115 on the 16th Day of June, 1998.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City
of Anaheim this 16th day of June, 1998.
~~l~_
CITY CLERK OF THE CITY OF ANAHEIM
(SEAL)
I, LEONORA N. SOHL, City Clerk of the City of Anaheim, do hereby certify that the foregoing
is the original of Resolution No. 98R-115 was duly passed and adopted by the City Council of
the City of Anaheim on June 16th, 1998.
~A-~
CITY CLERK OF THE CITY OF ANAHEIM
.,. ..'