86R-274
RESOLUTION NO. 86R-274
A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF ANAHEIM, CALIFORNIA, ADOPTING THE
ANNUAL APPROPRIATIONS LIMIT FOR THE FISCAL
YEAR 1986/87. .
WHEREAS, the voters of California on November 6, 1977,
added Article XIIIB to the State Constitution placing various
limitations on the appropriations of the state and local
governments; and
WHEREAS, Article XIIIB of the State Constitution
provides that the appropriations limit for fiscal year 1986/87 is
calculated by adjusting the 1985-86 fiscal appropriations limit
for changes in the cost of living and population except as
otherwise provided in said Article XIIIB; 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 XIIIB of the State Constitution in
determining the appropriations limit for fiscal year 1986/87.
NOW, THEREFORE, BE IT RESOLVED by the City Council of
the City of Anaheim that the appropriations limit for fiscal year
1986/87 be established in the amount of $105,428,388.
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 and adopted by the
City Council of the City of Anaheim this 17thday of June, 1986.
ATTEST:
/'~"
c~~~ C~ANAHE~M
1209V
CLERK
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. 86R-214 was introduced and adopted at a regular
meeting provided by law, of the City Council of the City of Anaheim held on
the 11th day of June, 1986, by the following vote of the members thereof:
AYES:
COUNCIL MEMBERS: Kaywood J Overholt J Bay J Pickler and Roth
NOES:
COUNCIL MEMBERS: None
ABSENT:
COUNCIL MEMBERS: None
AND I FURTHER certify that the Mayor of the City of Anaheim signed sa~d
Resolution No. 86R-214 on the 11th day of June, 1986.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the seal of the
City of Anaheim this 11th day of June, 1986.
~~ }{~
C Y CLERK OF THE CITY OF ANAHE
(S}4~AL)
I LEONORA N. SOHL, City Clerk of the City of Anaheim, do hereby certify that
the foregoing 1s the original of Resolution No. 86R-274 duly passed and
adopted by the Anaheim City Council on June 17, 1986.
~~ 7{ ~
CIT"f CLERK
~
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~ eI TY OF ANAHEII'1
A~PROPRIATIONS LIMIT
FOR THE FISCAL YEAR COMME~CING JULY 1, 1986 AND ENDING JUNE 30, 1986
,.-.
........
EXHIBIT A
1986/87:APPROPRIATIONS LIMIT CALCULATION
AND COMPARI~ON OF APPROPRIATIONS SUBJECT TO LIMIT
".....
Y 1985/86 Adopted Appropri,tions Limit
i
,
$102,218,720
Adjustment Factor
1.0314
FY 1986/87 Appropr i at i ons L.~:mi t
$105,428,388
---------....----
----...- - --....--.----
FY 1986/87 Appropriations L~mit
FY 1986/87 Appropriations S~bject To Limit
Appropriations Limit Margin;
$105,428,388
88,174,466
$17,253,922
16.4~
-------.....--------
---------....-.....--
..........
. ~.; ~
EXHIBIT B
1986/$7 APPROPRIATIONS LIMIT
~DJUSTMENT FACTORS
,,"""--"
OPLJL.ATION
Population count provi~ed by the
State Finance D.partme~t
!
Population percent cha~ge pursu.nt
to Sections 2227 and 2~28 of the
Revenue and Taxation C~de
UNITED STATES CONSUMER PRIC~ INDEX -:ALL ITEMS
March, 1985
Ma.rch, 1986
Change
Change converted to ~ ~ercent ratio
POPULATION AND CONSUMER PRI~E INDEX
CONVERTED TO AN ADJUSTMENT Ft-ACTOR
Papulation:
O.82X :Converted to a factor
CPI:
2.30X :Converted to a ~actor
Ratio of change: 1.01~e X 1.0230 =
.~
, ~.~.
.~
237,506
318.8
~)2b. 1
7.3
1.0082
1 . C>>23
O.82~
2.30'Y..
1.0314
=========
.",...,
EXHIBIT C
~
,......,
1("7B6/~7 '~PPR()PRIATIONB LIMIT
APPRDPR I AT I OI~S SUBJ ECT TO L I M IT Cf.\LCUL..AT I (IN
Total All Revenues
Rt~dt,.ce by N(:;)n-Py'"oceeds of 11aH es
Add User Fees in Excess of ~ost$
Add User Fees in Replaceme~t of Taxes
:3ubl:.ri::\C:'t. Debt Service Appr.(:~pri ations
Tot~:tl All ApPlIUop","i d't i c)ns
F;(e..:-duce by t.Jon-Pt-oc:eeds o-f -~a,H es
~3ubtrac::t Debt Service Apprc~pri;.\tions
Add User Fees in Excess of Costs
Add Appropriations for Fun~tions
Formerly Tax Supported
Appropriations Subject to Li.mit
/~,
'~.. -
.Ul
ii I
$440,459,420
~~52 , 482 , 113
4'74, 154
1,106,000
119,485
$4~:!:9 ., 195,910
:::'~52, 482 ~I 113
119,485
474, 154
1.,106,000
$87,9'77", :307
88,451,461
89,55"7,461
$89,4.37 ,976
..........----.............. -...-.....
-.. -- - -. - -- - - ......-.
$86.,713,797
86,594,312
87,068,4b6
$88,174,466
----.--.-----_.--
-.. ..- .... .......... - - - -.. - - ..-
.........
. ....-..
r a~< es
State Subventions
Service Charges
Parmi t r'::ees
Fines and Forfeitures
Rentals
Sa.les
Refunds and Reimbursements
Internal Service Charges
EXHIBIT D
..........
1986/87 APPROPRIATIONS LIMIT
P_OCEEDS OF TAXES CALCULATION
Federal and County Subventi~n5
Cent..... i but. ions
Subtotal
I ntet.-est.
Proportionment Cal~ula~ion
Total
I"!~"
~
. ...;,
PROCEEDS
OF TAXES
$63,531,123
12,842,062
773,917
, , 920 , ()OO
$85,067,102
20.0'X
2,910,205
$87,977,307
:::===========
NON-F"ROCEEDS
OF TAXES
20,545,318
2,830,472
2,833,000
24,982,732
214,775,948
4,821,289
53,683,035
5,260,603
11 ,Ct89 , 944
$340,822.,341
eo. o 'X.
11,659,772
$352,482,113
========================
TO'" AL
$63,531,123
12,842,062
20,545,318
2,830,472
2,8:33,000
2~:; , 756 , 649
222,695,948
4,821,289
:53 , 683 , ()35
5,260,603
3.1,()89,944
$425 , 889 , 44:-$
100.0i'
14,5(:>9,977
$440,459,420
=====================
~
REVENUE SOURCE
CURNT SECURED PROPERTY TAl
CURNT UNSECURED PROPERTY TAX
PRIOR YEARS' PROPERTY TAl
STREET lIGHTING ASSESS"ENTS
MEED ABATE"ENT ASSESSKENTS
"ISe PROPERTY TAXES
SALES AND USE TAX
FRANCHISE TAXES
BUSINESS LICENSE TAXES
BUS SHELTER RENTAL
INDIRECT COST REI"BURSE"ENT
CIVIL DEFENSE BRANT
98300 HIGHWAY KAINTENANCE
!DTOR VEHICLE lICENSE FEES
TRAILER COACH lICENSE FEES
CI6ARETTE TAl
OFF-HMY "TR VHCL LICENSE FEES
STATE HNY "AINTENANCE REl"B
HOKE OWNER EIE"PTIDN REIftB
BUSINESS INV EIE"PTION REIIS
POLICE OFFICER TRAINING REIKB
REAL PROPERTY TRANSFER FEES
PARK "AINT SERVICE CHARGES
TRAFFIC SIGNAL "AINT ChARGES
LIBRARY CIRCULATION SYS REI"B
CONTRIBUTION IN AID OF DEV'L
"ISCElLANEDUS CONTRIBUTIONS
BUILDING PERHITS
I .
TAlES
$9,922,600
871,800
103,623
o
30,945,000
1,281,150
1,484,850
327,100
120,000
475,000
STA TE SERVICE
SUBVEN T IONS CHARGES
577,362
7,180,000
litO ,000
850,000
5,950
EXHIBIT E
19Bb/87 APPROPRIATIONS LI"IT
ANALYSIS OF PROJECTED REVENUES
PER" IT FINES .
FEES FORFEITURES RENTALS
50,000
1,790,101
SALES
INTERNAL
REFUNDS . SERVICE FED' CD.
REl"BURSE"TS REVENUES SUBVENTIONS CONTRIBUTNS INTEREST
o
46,800
20,000
35,000
25,000
'12,000
27,470
31,000
64,000
11,079,000
9,000
REVENUE SDURCE
SALE OF BLDG "APS/CODES
RECREATION FEES
POLICE SERYICE CHARGES
TRACT "AP FILING FEES
STREET TREE INSTALL CHARGES
"UNICIPAl ORDINANCE VIOLATIONS
"OTOR YEHIClE CODE VIOLATIONS
"ISDE"EANOR PROSECUTION REI"B
CURB AND WALK PER"ITS
GRADING PER"ITS
TRAILER PARK PER"ITS
TRANSPORTATION PER"ITS
TRANSIENT OCCUPANCY TAX
BICYCLE LICENSES
KISCELLANEDUS PER"ITS
ZONING FEES
ENVIRON"ENTAL I"PACT ST"T FEES
ANNEXATION FEES
CURB AND WALK REPAIRS
COPIES'KICROFIl"IN6 CHARGES
ENGINEERING CHARGES
INSPECTION CHARGES
ENCROACH"ENT . ABANDON~NT FEES
TENATIYE TRACT FEES
PLAN CHECK SERVICE CHAR&ES
LIBRARY FEES , CHARGES
REDEYELDP"ENT AGENCY SERYICES
HOUSING AUTHORITY SERVICES
"ISCELLANEOUS SERVICE CHARGES
D.C. SANITATION COLLECTION sye
COPYIN6 CHARGES
ANNEXATION SERYICES
INTEREST EARNINGS
lEASE RENTALS
EARNED DISCOUNTS
CERTIFICATES OF PARTICIPATION
TAXES
STATE SERVICE
SUBYENT IDNS CHARGES
INTERNAL
REFUNDS . SERVICE FED' CO.
REl"BURSEKTS REYENUES SUBVENTIONS CDNTRIBUTNS INTEREST
PERMIT FINES ,
FEES FORFEITURES RENTALS
SALES
4,142
915,374
222,346
9,500
10,000
1,158,000
1,675,000
84,560
15,000
1,500
12,620
0
18,000,000
3,600
7,225
133,000
10,000
1,500
0
4,370
1 , 000
124,994
14,000
15,500
323,783
335,470
805,901
610,662
0
19,838
16,000
450
14,569,977
170,280
25,907
0
2
REVENUE SOURCE
TAXES
STATE SERVICE
SUBVENTIONS CHARGES
PER"IT FINES .
FEES FORFEITURES RENTALS
INTERNAL
REFUNDS . SERVICE FED' CD.
REI "BURSE"TS REVENUES SUBVENTIONS CONTRIBUTNS INTEREST
------------------------------ ---------~-~~~-------------------~-~--------------------------------------------------------------------~------------------------------~~---------
SALES
LAND AND BUIlDINS RENTALS
LIBRARY FACILITY USE CHARGES
RECREATION BUILDING RENTS
POLICE nEPT CASH DISCOVERY
TRIDENT FACILITY RENT
SALE OF LAND AND FACILITIES
SALE OF "APS AND CODES
SALE OF PLANS , SPECIFICATIONS
SALE OF UNCLAI"ED PRDPERTY
SALE OF EQUIP"ENT
SALE OF SALYAGE "ATERIALS
ADMINISTRATIVE OVERHEAD CHARGES
RECOVERY OF DA"A6ES
SIGNAL DA"ABE RECOVERY
FIRE E"ER6ENCV RESPONSE REI"B
SEWER SYSTE" INSTALLATION CHSS
GAS TAX 2107
GAS TAX 2107.5
GAS TAX 2106
ARTERIAL HWY FUNDING PR06RA"
JTPA GRANTS
FEDERAL URBAN AID GRANT
SENATE BILL 174 INCDKE
AB737 HARRIS - PARKSITES
STADIUM AREA I"PACT FEES
HAZARDOUS "AT'L DISCLOSURE FEE
PARK DEVELOP"ENT CHARGES
ECOND"IC DEVELOP"ENT ACT BRANT
ORANGE COUNTY TRANSPORTATION FD
SENATE BILL 821 INCD"E
KICELlANEDUS STATE GRANTS
JOINT POWERS FIRE TRAINING
FIRE INSPECTION PER"IT FEES
FEDERAL GENERAL REVENUE SHARING
HOUSING' COK"UNITY DEV'L 6RANT
"ISCELLANEOUS REFUNDS
.
5,200
4,000
214,669
12,000
. 190,691
829,391
2,100
12,000
24,000
225,961
10,000
3,269,540
42,720
60,000
5,000
140,000
2,100,000
10,000
1,047,000
700,000
1,338,397
0
210,000
1,322,265
84,000
459,326
0
615,000
10,000
211,750
126,191
75,000
446,000
2,526,206
60,000
3
REVENUE SOURCE
TAlES
.
STATE SERVICE
SUBVENTI OMS CHARGES
PER"IT FINES .
FEES FORFEITURES RENTALS
SALES
INTERNAL
REFUNDS . SERVICE ~
REI"BURSE"TS REVENUES S~~,_,'IID1S CDNTRIBUTNS INTEREST
.
------------------------------ ~~---------------------------~-------~-~-~-~--~~-~~----~-~--------------~~~~~-------------------~~~-----------------------------------------------
300,000
FEDERAL HNY "AINTENANCE REI"B
TRAFFIC SIGNAl INSTAlLATN FEES
WATER SALES
MISCELLANEOUS WATER INCO"E
SALE OF BONDS
WATER SERVICE' "ETER CHARGES
FIRE HYDRANT FEES
WATER MAIN EXTENSION FEES
SECONDARY MAIN EXTENSION FEES
WATER RELOCATIONJ"ODIFCTN FEES
LI6HT AND PONER SALES
JOINT POLE INTERESTS INCO"E
CUSTOMER SERVICE CHARGES
ELECTRIC DIVISION CHARGES
UNDERGROUNDING CHARGES
ELECTRIC SRVC ESTABLISH"T FEE
"!SCELLANEDUS ELECTRIC INCOKE
SOLID WASTE COLLECTION CHARGES
STREET CLEANING FEES
SEWER MAINTENANCE FEES
INDUSTRIAL MASTE CHARGES
STADIUM RENTALS
CONVENTION CENTER RENTALS
SREENS FEES
GOLF CART RENTALS
GOLF DRIYING RANGE FEES
GOLF CONCESSION INCOME
GOLF PROFESSIONAL REYENUE
"ISC GOLF COURSE REVENUE
LITIGATION RECOVERY
PARA"EDIC SERVICE CHARSES
DATA PROCESSING ISS REVENUE
REPROGRAPHICS , MAIL 16S REV
MOTORIZED EQUIP SUPPLY 16S REY
GENERAL BENEFITS ISS REVENUE
FACILITY RENTAL 16S REVENUE
STOCK DIVIDEND
TOTALS
GRAND TOTAL
193,817
76,000
20,000
50,985
63,405
221,800
10,100,000
1,395,128
513,000
13,000
1,762,230
195,000
10,000
1,000,000
261,500
15,000
14,691,437
9,571,717
751,490
95,225
11,940
18,659,000
100
16,300,000
186,621,731
7,523
23,709
549,892
35,500
o
3,437,838
942,482
7,639,972
34,243,908
7,418.835
1 ,944
--~~~---~~-~~-~-----------------------~---~-------~-----------------------------------------------------------------~~~~~~~~---------------------
.63,~31,123 $12,842,062 $20,545,318 $2,930,472 $2,833,000 $25,756,649 $222,&95,948 $4,821,289 $53,683,035 $5,260,603 f11,089,944 $14,569,977
========================================================================================================================--=========================
$440,459,420
-------------
-------------
rrExrr (IF CiANN SPENIlIN(i-LIMI1'A'r((lN INl'rIA'I'IVE
EXHIBIT F
---- --r'~-
LIMrTATION OF (10VERNMEN'I' APPROPRIA,1'IONS. INl'rlATIVE CONS1'ITU1'IONAL
AMRNl)MENrl'. Estahlishes Hnd definE~~ Rnnuul appropriHtion lintits on stnt~ und IO(~1l1
forovernmental entities based on unnuul appropriations for prior fiscal year. H.equires
adjustments for changes in cost of living, population and other specified factors.
Appropriation limits may be established or temporarily changed by electorate. Requires
revenues received in excess of appropriations permitted by this measure to be returned by
revision of tax fates or fee schedules within two fiscal years next following year excess
created. With exceptions, provides for reimbursement of local governments for new
progralns or higher level of serviees rnandated by state. Financial Impact:
lndeterm inable.
A~RTICLE XIII B.
Sec. 1. The total annual appropriations subject to limitation of the state and of each
local government shall not exceed the appropriations limit of such entity of government
.Cor the prior year adjusted for changes in the cost of living and population except as
otherwise provided in this Arti~le.
Sec. 2. Revenues re{!eived by any entity of government in excess of that 81nount
which is appropriated by such entity in compliance with this Article during the fiscal year
shall be returned by a revision of tax rates or fee schedules within the next two
subsequent fiscal years.
Sec. 3. The appropriations limit for any fiscal year pursuant to Sec. 1 shall be
udjusted as follows:
(8) In the event that the financial responsibility of providing services is
transferred, in whole or in part, whether by annexation, incorporation or otherwise, from
one enti ty \)f government to another, then for the year in which such transfer becomes
effective the appropriations li.nit of the transferee entity shall be increased by sueh
reasonable anlount as the said entities shall mutually agree and the appropriations lilnit of
the trtlnsfero." entity shall be decreased by the same amount.
(b) In the event that the financial responsibility of providing services is
trl:lnsferred, in whole or in part, from an entity of government to a private entity, or the
financial sou."ce for the provision of services is transferred, in whole or in part, frorn other
revenues of un entity of governlnent, to regulatory licenses, user charges or user fees,
then for the ycnr of such transfer the appropriations limit of such entity of governlnent
shall be decr'eased accordingly.
(c) In the event of an ernergency, the appropriation limit may be exceeded
provided thnt the appropriution lirnits in the following three years are reduced accordingly
to prevent un Hggr"cgtite increase in uppropr'iations resulting from the emergeney.
Sec, 4. The approprintions Ii 1T1it inlposed on any new or existing entity of
governlncnt by this Ar"ticle may he estflhlishcd or changed by the electors of such entity,
subjcet to and in conforrnity with constitutional and statutory voting requirements. The
duru t ion of uny such chlinge shull he liS deterrn ined by sa id electors, but shall in no event
exeeed four yeurs froln the .nost ,'ecent vote of SH id ele{!tors creating or continuing sueh
change. /
1 of 3
~
~
EXHLBIT F
Se,. 5. Eoeh enti.ty of g()vernrnent rrlttY .~:~t.ubhsh saeil c~ntingency, crnergency,
unemplotme'lt, reserVE.. retirement, sinking fund, trust, or sinlliar funds as it shall deem
reasonable and proper. Contributions to any such fund, to the extent that such
contributions are derived from the proceeds or taxes, shaH for purposes of this Article
eonstitute appropriations subject to limitation in the year of contribution. Neither
withdrawals from sny such fund, nor expcnditurt1s of (or. authorizations to expend) such
withdrawals, nor transfers between or among s'J(~h funds, shull fOI' pUl'poses of this Article
c(lnstit.ute appropriations subject ;to limitatioil.
Sec. 6. Whenever the Legislature or Qny state agency nlandlltes 8 new program or
higher level of service on any local government~ the state shall provide 8 subvention of
funds to reimburse such local go.ernment for the .costs of such program or increased level
of service, except that the Le~sl8ture may, but need not, provide such subvention of
funds for the followlng mandates:
(8) Legislative mandates requested by the local agency affected;
(b) Legisla tion defining 8 new crime or ahanging an existing definition of 8
(-~
crime; or
(e) LegisltJtive mand$tes enacted prior to January 1, 1975, or executive orders
or regulations initially irnplementing legislation enacted prior to January 1, 1975.
Sec. 7. Nothing in this Ar.icle shall be construed to impair the ablility of the state
or of any local government to 'meet its oQligations with respect to existing or future
bonded indebtedness. .
Sec. 8.. As IJsed in this Article and except. as otherwise expressly provided herein:
(a) nAppropriations~ .subject to hmitation". of the state shall mean any
authorization to expend during . fiscal year the proceeds of taxes levied by or tor the
state, exclusive of state subventions for the use and operation of local government (other
than subventions .node pursuant to Section. 6 of this Article) and further exclusive or
refunds of taxes, benefit payments from retirement, unemployment insurance and
disability insurance funds;
(b) "Appropriations subject to limitation" of an entity of local government
shall .neen any authorization to ~xpend during a riscal year the proceeds of taxes levied by
or for that entity and the proceeds of state subventions to that entity (other than
subventions .nade pursuant to Section 6 or this Article) exclusive or refunds of taxes;
(e) "Proceeds ot taxes" shall include, but not be restricted to, all tax revenues
8.nd the proceeds to an entity of government, from (0 regulatory lieenses, user eharges,
and user fees to the extent that.such proceeds exceed the costs reasonably borne by such
entity in providing the regulation, produet, or service, and (ii) the investment of tax
revenues.. With respect to any local government, "pr.oceeds of taxes" shall include
~uhventions received froln the state, other than pursuant to Section 6 of this Article, and,
with respect to the state, proceeds of taxes sholl exclude such subventions;
(d) "Loco) governrnent" shall mean any city, county, city and county, school
distriet, SpC<!illl district, authority, or other political subdivision of' or' within the state;
.,~
,
(c) "Cost of living" shull Inenn the t~onsUnlef' Price Index for the United States
U~; reported by the United State~ Department of Labor, or SUCt~essor agency of the Lnited
Blates (jovcrnrncnt; provided, however, that for" pur'poses of Section 1, the change in cost
of living front the preceding yes!' stulll in no event exceed the chullge in (~8liforni8 per
cltpita personul incolllc froln said prl'<.~cding yelir;
2 of 3
EXHIBIT F
(f) "Population" of uny l~ntity of gove("lIllIent, ollie,. tltUII u sellool distl'ict, shHll
be determined by 8 rnetho,j pres(~ribed by the Legislature, p,'ovided that such
detcrrninution shull be revised, us neeessRry, to refleel the pl'riodie census c'ondueted by
the United Stutes l)epHrtrnent of C'ornrncrcc, or' sueet'ssor' tJgt..'flCY of the United Stutes
(iovcrnrllcnl. 'I'hc popullltion of nny sehool c1istriet shull he su<.'h sehonl district's uvel"age
daily 8 t lcndoncc tiS dcterlll in cd by li lite thod prl~scrihcd hy the Lcgislu lure;
(g) II Debt service" shall luetin appropr'iations .I'cquired to pay the cost of
interest and redernption charges, including the funding of any reserve or sinking fund
required in connection therewith, on indebtedness existing or legally authorized as of
January t, 1979 or on bonded indebtedness thereafter' approved according to law by 8 vote
of the electors of the issuing entity voting in an election for such purpose.
(h) The "appropriHtions limit" of each entity of government for each fiscal
year sholl be that amount which total annual appropriations subject to limitation may not
exceed under Section 1 and Section 3; provided, however, that the "appropriations limit"
of each entity of governrnent for fiscal year 1978-79 shall be the total of the
Rppropriations subject to limitation of such entity for that fiscal year. For fiscal year
1978-79, state subventions to local governments, exclusive of federal grants, shall be
deefned to have been derived fronl the proceeds of state taxes.
(i) Except as otherwise provided in Section 5, "appropriations subject to
limitlition" shl:lll not include local agency loan funds or indebtedness funds, investment (or
authorizations to invest) funds of the state, or of an entity of local government in
accounts at banks or savings lind IOlln associations or in liquid securities.
Sec. 9. "Approprilitions subject to lirnitation" for each entity of government shall
not include:
(8) Debt service.
(b) Appropriations required for purposes of complying with mandates of the
eourts or the feder'al governnlent which, without discretion, require an expenditure for
additiuru.t1 ~er'vices or which unavoidably make the providing of existing services more
costly.
(c) Appropritltions of I:lny special district which existed on January 1, 1978,
end which did not as of the 1977-78 fiscal yeHr levy an ad valorem tax on property in
excess of 1 2 ~ cents per $100 of assessed value; or the appropriations of any special
distriet then exi~ting or ttlcrctlfter crcHtcd by H vote of the people, which is totally funded
by other' thun the proceeds of tHxes.
Sec. 1 H" This Artielc shull he (~ffective eOlllfllcllcing with the first day of the fiscal
yeur following its udop1. ion.
See. 1 t. If Hny uppropr'h:ttion cHte~()I'Y shall be added to or relnoved frorn
Hppropriu t ions suhjcet to Ii rni tit t ion, Plu'suant to final juc:1gnlent of any court of conlpetent
jurisdietion Hnd Hny appeul thcrefrorn, the appropr"iations lirllit shall be adjusted
IH~eor'ding-Jy. If Il1lY seet ion, purl, elMuse or phrl:tse in this Article is for any reason held
invulid 01" I.Illconst.itutiollul, the r'elnuinin~ por'Uons of this Article shuJl not be affected but
shJII rerlluin in fult force and effe(~t.
3 of 3
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EXHIBIT G
STATE Of CALIFORNIA
GEORGE DEUKMEJIAN, Gowemor
DEPARTMENT OF FINANCE
OFFICE OF THE DIRECTOR
SACRAMENTO, CA 95814....998
RECEIVED HAY
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May 1, 1986
PRICE AND POPULATION DATA FOR LOCAL JURISDICTIONS
Appropriations Limit
Article XIIIB 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 and the change in the U.S. Consumer
Price Index or California per capita income, whichever is less.
The Department of Finance is mandated to provide the requisite change data for
local jurisdictions to calculate their appropriation limits. The enclosures
contain the new price and population factors for setting your 1986-87
appropriation limit.
Enclosure I provides the price factor to be used in the calculation. Included
is an example of how to utilize the factors in calculating your new limit.
Enclosure II provides the population percent change factor for your city or
county. These are estimated pursuant to Sections 2227 and 2228 of the Revenue
and Taxation Code.
SDecial Districts
For special districts, the population percent change factor for the city or
county in which the district 1s located is to be used. If a district is
located entirely within one county, the county1s change factor ;s to be used.
If a district is located entirely within the unincorporated area, the county
or the unincorporated area of the county population change is to be used. If
it is necessary to determine a weighted average because district boundaries
overlap several jurisdictions (two or more cities, city and county
unincorporated), contact the Population Research Unit, Department of Finance
(Phone # (916) 322-4651), for the appropriate procedures. A special district
may, no later than May 31, 1986, request the Population Research Unit to
prepare a special district population change estimate for the district.
Certification
Enclosure III explains the procedure to be used by cities and counties for
certification of their January 1, 1986 population estimate.
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UndocYlented Adjustment
The Jlnua~ 1.1986 populatiDn estima~s include an adjustment for
undocu.ented aliens who have: entered California since the April 1.1980
census. The January 1. 1985; ffgure has not been adjusted therefore the ~
1985-86 percent change reflects all undocumented alfens entering California .'
between 1980 and January 1. 1986.
Questions concerning populatton should be referred to the Population Research
Unit at (916) 322-4651. For: questions regarding price data or general
questions concerning dete~;nation of the appropriation limit, please contact
the Financial Research Unit It (916) 322-2263.
Very trUl~YOU s.
~ ~ -::/-1
~S;; R. MUFF ~ \
Director of Ffnance
Enclosures
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Enclosure I
A. Price Factor: Section 7901 of the Government Code specifies that the
percentage change in the lesser of the March to March U.S. All Urban
Consumer Price Index (CPI) or California 4th quarter per capita personal
income is to be used as an annual percent change in detenmlning the
appropriation limit. The percent change to be used in setting the 1986-87
limit is:
U.s. Consumer Price Index: 2.3
B. Population Percentage Change: The attached city and county population
percentage changes were prepared pursuant to Sections 2227 and 2228 of the
Revenue and Taxation Code and are calculated as of January 1. The change
from January 1,1985 to January 1,1986 is used in setting the 1986-87
appropriation limit.
C. Example using the factors for the State1s appropriation limit:
P ri ce : 2 . 3 ;
Population: 2.89;
Converted to a factor 1.023
Converted to a factor 1.0289
Ratio of change: 1.023 X 1.0289 = 1.0526
The change factor of 5.26 is applied to the 1985-86 appropriation limit to
obtain the 1986-87 limit.
FR:2292B
ENCLOSURE II
ANNUAL PERCENT CHANGE IN POPULATION MINUS EXCLUSIONS PURSUANT DATE PRINTED
TO SECTION 2227, REVENUE AND TAXATION CODE, JANUARY 1985 AND 1986 04/28/86
AND TOTAL POPULATION JANUARY 1, 1986
I I
I ANNUAL 1-1-85 1-1-86 I TOTAL
PERCENT CHANGE POPULATION POPULATION I POPULATION
OUNTY MINUS MINUS MINUS I 1-1-86
CITY EXCLUSIONS EXCLUSIONS EXCLUSIONS I
I
I
ORANGE 2.38 2,080,907 2,130,428 I 2, 145,706
ANAHEIM 0.82 235,573 237,506 I 237,506
BREA 1.89 32, 190 32,800 I 32,800
BUENA PARK 0.99 65,053 65,699 I 65,699
COSTA MESA 2.06 85,344 81 , 1 04 I 88, 127
CYPRESS 0.72 42,307 42,611 I 42,611
FOUNTAIN VALLEY -0.05 55, 167 55, 14 1 I 55, 14 1
FULLERTON 1 . 17 108,052 109,319 I 109,319
GARDEN GROVE 1 .50 130,804 132,766 I 132,766
HUNTINGTON BEACH 2.04 180,594 184,280 I 184,280
IRVINE 10.05 80 , 6 , 1 88, 711 I 88,711
LAGUNA BEACH 0.61 18,532 18,645 I 18,645
LA HABRA 1.27 47,588 48, 192 I 48, 192
LA PALMA 0.61 16,009 1 6, 1 06 I 16, 1 06
LOS ALAMITOS 2.24 10,832 11 ,075 I 11,932
NEWPORT BEACH 1.16 66,354 61 , 125 I 67 , 125
ORANGE 2.56 99,099 101 ,639 I 101,639
PLACENTIA 2. 10 37,518 38,368 I 38,368
SAN CLEMENTE 5.55 30,284 31 ,966 I 31 ,966
SAN JUAN CAPISTR 2.89 21 , 841 22,418 I 22,418
SANTA ANA 1.49 222,462 225,114 I 225,714
SEAL BEACH 0.42 26,401 26,512 I 27,335
STANTON 0.40 21,182 27,893 I 27,893
TUSTIN 4.69 36,856 38,586 I 42,735
VILLA PARK -0.91 1,034 6,966 I 6,966
WESTMINSTER 0.79 72,428 73,000 I 73,000
YORBA LINDA 7.91 36,255 39 t 143 I 39, 143
UNINCORPORATED 4.57 287,871 301 ,023 I 309,449
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