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1982-316RESOLUTION NO. 82R -316 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF ANAHEIM, CALIFORNIA ADOPTING THE ANNUAL APPROPRIATIONS LIMIT FOR THE FISCAL YEAR 1982/83 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 1982/83 is calculated by adjusting the 1981/82 fiscal year appropriations limit for changes in the cost of living and population except as otherwise provided in said Article XIIIB; and WHEREAS, these adjustments WHEREAS, all the provisions in determining the 1982/83. the information necessary for making is attached in Exhibits A through G; and the City of Anaheim has complied with of Article XIIIB of the State Constitution appropriations limit for fiscal year NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Anaheim that the appropriations limit for fiscal year 1982/83 be established in the amount of $88,503,297.00. BE IT FURTHER RESOLVED that said appropriations limit herein established may be changed as deemed necessary by resolution of the City Council. THE FOREGOING by the City Council of of June, 1982. RESOLUTION is approved and adopted the City of Anaheim this 15th day MAYOR OF THE CITY OF A AHEIM ATTEST: gr . TO ' FAL /vh STATE OF CALIFORNIA ) COUNTY OF ORANGE ) ss. CITY OF ANAHEIM ) I, LINDA D. ROBERTS, City Clerk of the City of Anaheim, do hereby certify that the foregoing Resolution No. 82R -316 was introduced and adopted at a regular meeting provided by law, of the City Council of the City of Anaheim held on the 15th day of June, 1982, by the following vote of the members thereof: AYES: COUNCIL MEMBERS: Overholt, Kaywood, Roth and Bay NOES: COUNCIL MEMBERS: None ABSENT: COUNCIL MEMBERS: None VACANCY: COUNCIL MEMBERS: One AND I FURTHER CERTIFY that the Mayor of the City of Anaheim signed said Resolution No. 82R -316 on the 15th day of June, 1982. IN WITNESS WHEREOF, I have hereunto set my hand and affixed the seal of the City of Anaheim this 15th day of June, 1982. CITY CLEAK OF THE CITY 69 ANAHEIM (SEAL) I, LINDA D. ROBERTS, City Clerk of the City of Anaheim, do hereby certify that the foregoing is,the original of Resolution No. 82R- -316 duly passed and adopted by the Anaheim City Council on June 15, 1982. mawmain �I F a i z a m N m z w z a o r s mo � < O m � N N � r Nj; i �JJ Ali 1 � 1,1:❑I m, ¢� o w III H m r m ml I I I c o v m i o o m a c F i i i v m m I I Ni I I 1 i I I I I I I fv, j I I I C c I I I I 2 C I I N w 1 I I I I I 1 I 1 I I I I t I F N I I I 1 w I I I I I I w j I w w i i i i i 4 I I 1 I I I I t I 1 I I 1 1 I 1 1 I I o I c o I o o w m c I c c i m . M wl _ I m o c o o w v. I � N 1 1 I I L F Z I 4 i � > i 1 N 7 i 1 NI i 1 I G I w 1 L '• C7 I I I 1 I w w I U O I I r z a f N C w` V m❑ £ N I U g l I w d ❑ �+? 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Requires ed in excess of appropriations permitted by this measure to be returned by rates or fee schedules within two fiscal years next following year excess exceptions, provides for reimbursement of local governments for new higher level of services mandated by state. Financial Impact: ARTICLE XIII B. See. 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 for the prior year adjusted for changes in the cost of living and population except as otherwise provided in this Article. Sec. 2. Revenues received by any entity of government in excess of that amount 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 adjusted as follows: (a) 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 entity of government to another, then for the year in which such transfer becomes effective the appropriations limit of the transferee entity shall be increased by such reasonable amount as the said entities 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 providing services is transferred, in whole or in part, from an entity of government to a private entity, or the financial source for the provision of services is transferred, in whole or in part, from other revenues of an entity of government, to regulatory licenses, user charges or user fees, then for the year of such transfer the appropriations limit of such entity of government shall be decreased accordingly. (e) In the event of an emergency, the appropriation limit may be exceeded provided that the appropriation limits in the following three years are reduced accordingly to prevent an aggregate increase in appropriations resulting from the emergency. Sec. 4. The appropriations limit imposed on any new or existing entity of government by this Article may be established or changed by the electors of such entity, subject to and in conformity with constitutional and statutory voting requirements. The duration of any such change shall be as determined by said electors, but shall in no event exceed four years from the most recent vote of said electors creating or continuing such change. 1 of 3 1 EXHIBIT F Sec. 5. Each entity zf government rr w ,, tAahlislr ,; ;rch / contingency, emergency, unemployment, reserve, retirement, sinking f►,r,d trust.. or simliar Binds as it shall deem reasonable and proper. Contributions to any' such fund, to the :extent that such contributions are derived from the proceeds of taxes, shall for purposes of this Article constitute appropriations subject to limitation in the year of contribution. Neither withdrawals from any such fund, nor experditur} --s of (or authorizations to expend) skich withdrawals, nor transfers between or among such funds, shall for purposes of this Article constitute appropriations subject to limitation. Sec. 6. Whenever the legislature or any state agency mandates a new program or higher level of service on any local government. the state shall provide a subvention of funds to reimburse such local government for the costs of such program or increased level of service, except that the Legislature may, but need not, provide such subvention of funds for the following mandates: (a) Legislative mandates requested by the local agency affected; crime; or (b) Legislation defining a new crime or changing an existing definition of a (c) Legislative mandates enacted }prior to January 1, 1975, or executive orders or regulations initially implementing legislsticn enacted prior to January 1, 1975. Sec. 7. Nothing in this Article shall be construed to impair the ablility of the state ar of an local government to meet its obligations with respect to existing or future bonded indebtedness. Sec. 6. As used in this Article and except as otherwise expressly provided herein: (a) "Appropriations subject to limitation" of the state shall mean any authorization to expend during a fiscal year the proceeds of taxes levied by or for the state, exclusive of state subventions for the use and operation of local government (other than subventions made pursuant to Section 6 of this Article) and further exclusive of 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 mean any authorization to expend during a fiscal year the proceeds of taxes levied by or for that entity and the proceeds of state subventions to that entity (other than subventions made pursuant to Section 6 of this Article) exclusive of refunds of taxes; (c) "Proceeds of taxes" shall include, but not be restricted to, all tax revenues and the proceeds to an entity of government, from M regulatory licenses, user charges, and user fees to the extent that such proceeds exceed the costs reasonably borne by such entity in providing the regulation,, product, or service, and (ii) the investment of tax revenues. With respect to any local government, "proceeds of taxes" shall include subventions received from the state, other than pursuant to Section 6 of this Article, and, with respect to the state, proceeds of taxes shall exclude such subventions; (d) "Local government" shall mean any city, county, city and county, school district, special district, authority, or other political subdivision of or within the state; (e) "Cost of living" shall mean the Consumer Price Index for the United States to reported by the U ►cited States Ijepartment of Labor, or successor agency of the United States Governr►rent; provided, however, that for purposes of Section 1, the change in cost of living from the preceding year shall in no event exceed the change in California per capita pe►•sor ►at incon►e from said preceding year; ` 2 of 3 EXHIBIT F (f) "Population" of any entity of guverunient, other than a school district, shall be determined by a method prescribed by the Legislature, provided that such determination shall be revised, as necessary, to reflect the periodic census c-onducted by the United States Department of Commerce, or successor agency of the United States Government. The population of any school district shall be such school district's average daily attendance as determined by a method prescribed by the legislature; - (g) "Debt service" shall mean appropriations required to pay the cost of interest and redemption charges, including the funding of any reserve or sinking fund required in connection therewith, on indebtedness existing or legally authorized as of January 1, 1979 or on bonded indebtedness thereafter approved according to law by a vote of the electors of the issuing entity voting in an election for such purpose. (h) The "appropriations limit" of each entity of government for 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 "appropriations limit" of each entity of government for fiscal year 1978 -79 shall be the total of the appropriations 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 deemed to have been derived from the proceeds of state taxes. (i) Except as otherwise provided in Section 5, "appropriations subject to limitation" shall 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 and loan associations or in liquid securities. Sec. 9. "Appropriations subject to limitation" for 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 additional services or which unavoidably make the providing of existing services more costly. (c) Appropriations of any special district which existed on January 1, 1978, and which did riot as of the 1977 -78 fiscal year levy an ad valorem tax on property in excess of 12 cents per $100 of assessed value; or the appropriations of any special district then existing or thereafter created by a vote of the people, which is totally funded by other- than the proceeds of taxes. Sec. 10. This Article shall be effective: commencing with the first day of the fiscal year following its adoption. Sec. 11. If any appropriation category shall be added to or removed from appropriations subject to limitation, pursuant to final judgment of any court of competent jurisdiction and any appeal therefrom, the appropriations limit shall be adjusted accordingly. If any section, part, clause or phrase in this Article is for any reason held invalid or unconstitutional, the remaining portions of this Article shall not be affected but sh:111 remain in full force and effect. 3 of 3 EXHIBIT G STATE OF CAIRORNIA -- EDMUND G BROWN 1R. DEPARTMENT OF FINANCE SACRAMENTO May 1, 1982 PRICE AND POPULATION DATA FOR LOCAL JURISDICTIONS Article XIIIB of the California Constitution specifies that appropriations made by governmental entities may increase annually by the change in population and the change in the U.S. Consumer Price Index or California per capita personal income, whichever is less. The Department of Finance is charged with providing the data necessary for local jurisdictions to establish their appropriation limit. The attached material, therefore, should be used in setting your 1982 -83 appropriation limit. Attachment I gives the price factor to be used in the calculation. Also shown is an example of how to determine your 1982 -83 limit. Attachment II presents the population percent change for your city and county. These are estimated pursuant to Sections 2227 and 2228 of the Revenue and Taxation Code. For special districts, the population change for the city or county in which the district is located is to be used. If . a district is wholly within a county, the county population change should be used. If a district is wholly within a city, the city population change should be used. If you need to determine the weighted average of the population change for a special district located in more than one city or county, contact the Population Research Unit for the appropriate procedures. A special district may, no later than May 31, 1982, request the Department to prepare a special population change estimate for the district. Attachment III, for cities and counties only, explains the procedure to be used for certification of the January 1, 1982 population figures. Questions concerning population should be referred to the Population Research Unit at (916) 322 -4651. For questions regarding price data or general questions concerning determination of the appropriation limit, please contact the Financial Research Unit at (916) 322 -2263. , r A t I /� , lik t MARY ANti GRAVES Director of Finance Attachments 2309E 1 of 3 EXHIBIT G Attachment I A. Price Factor Secti percentage change in Consumer Price Index income is to be used appropriation limit. limit is: an 7901 of the Government Code specifies that the the lesser of the March to March U.S. All Urban (CPI) or California 4th quarter per capita personal as an annual percent change in determining the The percent change to be used in setting the 1982 -83 CPI: 6.79 E. 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, 1981 to January 1, 1982 is used in setting the 1982 -83 appropriation limit. C. Example Price: 6.79; Converted to a factor 1.0679 Population: 1.79; Converted to a factor 1.0179 Ratio of change: 1.0679 X 1.0179 = 1.0870 The change factor of 1.0870 is to be applied to the 1981 -82 appropriation limit. 2 of 3 EXHIBIT G ANNUAL PERCENT CHANGE IN POPULATION MINUS EXCLUSIONS PURSUANT TO SECTION 2227, REVENUE XID TAXATION CODE, JANUARY 1981 TO 1982 AND TOTAL POPULATION JANUARY It 1982 ATTACHMENT 2 DATE PRINTED 04/27/82 CYPRESS FOUNTAIN VALLEY FULLERTON GARDEN GROVE HUNTINGTON BEACH IRVINE LAGUNA BEACH LA HABRA LA PALMA LOS ALAMITQS NEWPORT BEACH ORANGE PLACEN7IA SAN CLEMENTE SAN JUAN CAPISTR SANTA ANA SEAL BEACH STANTON TUSTIN VILLA PARK WESTMINSTER YORBA LINDA —0.87 —0.34 0.39 0. I4 0.59 6.72 0.18 0.37 —0.58 —1.14 0.03 0.52 2.44 0.48 2.84 2.32 —0.28 0.92 0.54 —0.78 —0.37 2.59 399605 54,274 I G2, 593 12>59067 173,345 69, 033 17,934 45, 890 15,208 11,461. 63,839 93v835 36,147 27,707 20:120 22 2, 891 25,832 24, 8?4 37,895 7,004 70,636 30,101 3 of 3 1 ANNUAL I - 1 PERCENT CHANGE r TOTAL r MINUS I POPULATION COUNTY 1 EXCLUSIONS r 1 -1 -82 CITY { 1 -1 -81 TO 1 -1 -82 1 I I ORANGE I I r 1.02 1 10721079 ANAHEIM I 0.14 i 220 BREA 1 0.73 I 29,805 BUENA PARK I —1.41 1 62,636 COSTA MESA i 0.33 1 839133 CYPRESS FOUNTAIN VALLEY FULLERTON GARDEN GROVE HUNTINGTON BEACH IRVINE LAGUNA BEACH LA HABRA LA PALMA LOS ALAMITQS NEWPORT BEACH ORANGE PLACEN7IA SAN CLEMENTE SAN JUAN CAPISTR SANTA ANA SEAL BEACH STANTON TUSTIN VILLA PARK WESTMINSTER YORBA LINDA —0.87 —0.34 0.39 0. I4 0.59 6.72 0.18 0.37 —0.58 —1.14 0.03 0.52 2.44 0.48 2.84 2.32 —0.28 0.92 0.54 —0.78 —0.37 2.59 399605 54,274 I G2, 593 12>59067 173,345 69, 033 17,934 45, 890 15,208 11,461. 63,839 93v835 36,147 27,707 20:120 22 2, 891 25,832 24, 8?4 37,895 7,004 70,636 30,101 3 of 3 Exhibit A FY 1982/83 APPROPRIATIONS LIMIT CALCULATION AND COMPARISON OF APPROPRIATIONS SUBJECT TO LIMIT FY 1981/82 Adopted Appropriations Limit $82,760,152 1982 Population Adjustment - 0.140 $ 115,864 82,876,016 1982 California Per Capita Income Adjustment - 6.79% FY 1982/83 Appropriations Limit FY 1982/83 Appropriations Limit FY 1982/83 Appropriations Subject to Limit $5,627,281 $88,503,297 $88,503,297 74,776,050 Appropriations Limit Margin $13,727,247 15.51% Exhibit B FY 1982 /83 APPROPRIATIONS LIMIT ADJUSTMENT FACTORS POPULATION: Population count provided by the State Finance Department 220,712 Population percent change pursuant to Sections 2227 & 2228 of R & T Code UNITED STATES CONSUMER PRICE INDEX - ALL ITEMS: March, 1981 265.1 March, 1982 283.1 Increase 18.0 Converted to a ratio CALIFORNIA PER CAPITA INCOME: Fourth quarter 1981 $ 12,168 Fourth quarter 1982 12,994 Increase $ 826 Converted to a ratio 0.14% 6.79% 6.79% Exhibit C FY 1982 /83 APPROPRIATIONS LIMIT APPROPRIATIONS SUBJECT TO LIMIT CALCULATION Total All Revenues $342,921,064 Reduce by Non - proceeds of Taxes 286,169,862 $56,751,202 Add User Fees in Excess of Cost 166,344 56,917,546 Subtract Debt Service Appropriations 489,045 $56,428,501 Total All Appropriations Reduce by Non - proceeds of Taxes Subtract Debt Service Appropriations Add User Fees in Excess of Cost Add Appropriations for Functions Formerly Tax Supported Appropriations Subject to Limit $361,263,613 286,169,862 $75,093,751 489,045 74,604,706 166,344 5,000 74,771,050 $74,776,050 Exhibit D 1982 /83 APPROPRIATIONS LIMIT PROCEEDS OF TAXES CALCULATION Taxes State Subventions Service Charges Permit Fees Fines and Forfeitures Rentals Sales Refunds and Reimbursements Intergovernment Service Revenue Federal and County Subventions Contributions Subtotal Proportionment Calculation Interest Total PROCEEDS OF TAXES $ 42,857,429 5,441,603 514,746 5,683,000 $ 54,496,778 16.55 $ 2,254,424 $ 56,751,202 NON - PROCEEDS OF TAXES 12,269,759 1,693,100 2,503,000 16,303,997 182,676,345 3,422,147 41,628,082 7,764,667 6,541,290 $274,802,387 83.45% $ 11,367,475 $286,169,862 TOTAL $ 42,857,429 5,441,603 12,269,759 1,693,100 2,503,000 16,818,743 188,359,345 3,422,147 41,628,082 7,764,667 6,541,290 $329,299,165 100.00% $ 13,621,899 $342,921,064 U: £ Z N L O C W ti F J h: 5 .. t 5 W L L G O ¢ ry N 6 .] � 2 G 5 L G G zz 0 0 G C O O I 00 O m 0 1 C OI Z G, O �• C 4 1 N C �I I I I I N: WI JI I N I to I 1 F I I I N I I N I I 1 L ^. j z° zI I N Wi I W 4 I z o 1 W � i WI I L L f 1 W N i I I 1 v > CI 1 1 I I m W G I I N Ui 1 t � I N; I O I I C O O N C O G I 1 I O T C W FI I N�; r 1 1 �0 T O ry C 0 I 0 0 m N G I C N I C N C ry t I m r I C Gj ry O y I O v h LL t m 1 I 1 W I I I m I W I C U £ G I I I m 1 41 I W L: W � •, v; I �oW Cyril i a W z c:z zFa i s u± T N G Y F F C 3 :J O 4 Z Z y F , G U 3 W O Z U C n W 4�>> Z '+ ��� [ -I-I t., r F O O O E- F l�yy O G� O C m IV' C� 4 V F F C: N z!, 6 �I F Z, < U C Z'� q N. 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