96-093 RESOLUTION NO. 96R-93
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 1996/97.
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 1996/97 is
calculated by adjusting the 1995/96 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 1996/97.
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
1996/97 be established in the amount of $149,847,962.00.
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 1996/97 and the calculations specified herein for
such fiscal year, the term "change in the 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 1996/97 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.
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 11th day of
June , 1996.
MAYO~O~F THE ~ ~Y O~~EIM
ATTEST:
CITY CLERK OF THE CITY OF ANAHEIM
O019035.02/EEGAN/Nay 20, 1996 2
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. 96R-93 was introduced and adopted at a regular meeting provided by law, of
the Anaheim City Council held on the 11th day of June, 1996, by the following vote of the
members thereof:
AYES: MAYOR/COUNCIL MEMBERS: Tait, Zemel, Felhaus, 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. 96R-93 on the 1 lth day of June, 1996.
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City
of Anaheim this 1 lth day of June, 1996.
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 odginal of Resolution No. 96R-93 was duly passed and adopted by the City Council of
the City of Anaheim on June 11th, 1996.
CITY CLERK OF'THE CITY OF ANAHEIM
1996/97 APPROPRIATIONS LIMIT
COMMUNITY FACILITIES DISTRICT NO. 1989-1 (SYCAMORE CANYON)
CALCULATIONS & COMPARISON OF APPROPRIATIONS SUBJECT TO LIMIT
FY 1995/96 Adopted Appropriations Limit $142,322,580
Adjustment Factor 1.0529
FY 1996/97 Appropriations Limit $149,847,962
FY 1996/97 Appropriations Limit $149,847,962
FY 1996/97 Appropriations Subject To Limit 79,848
FY 1996/97 Appropriations Limit Margin $149,768,114
FY 1996/97 Appropriations Limit Margin, As a Percent of Limit 99.9%
EXHIBIT B
1996/97 APPROPRIATIONS LIMIT
COMMUNITY FACILITIES DISTRICT NO. 1989-1 (SYCAMORE CANYON)
ADJUSTMENT FACTORS
POPULATION - Selected Factor: City Pooulation Growth
Population count provided by the
State Finance Department 293,245
Population percent change pursuant
to Sections 2227 and 2228 of the
Revenue and Taxation Code 0.59%
PRICE FACTOR - Selected Factor:
California Per Capita Personal 4.67%
Income Growth
POPULATION AND PRICE FACTOR
CONVERTED TO AN ADJUSTMENT FACTOR
A) Population: Converted to a factor 1.0059
B) Price Factor: Converted to a factor 1.0467
Ratio of change: A x B = 1.0529
EXHIBIT C
1996~7 APPROPRIATIONS LIMIT
COMMUNITY FACILITIES DISTRICT NO. 19S9-1 (SYCAMORE CANYON)
APPROPRIATIONS SUBJECT TO LIMIT CALCUI~ATION
Total All Revenues $638,747
Reduce by Non-Proceeds of Taxes 0 $638,747
Add User Fees in Excess of Costs 0 638,747
Add User Fees in Replacement of Taxes 0 638,747
Subtract Debt Service Appropriations 558,899 $79,848
Total All Appropriations $638,747
Reduce by Non-Proceeds of Taxes 0 $638,747
Subtract Debt Service Appropriations 558,899 79,848
Appropriations Subject to Limit $79,848
EXHIBIT D
1996/97 APPROPRIATIONS LIMIT
COMMUNITY FACILITIES DISTRICT NO. 1989-1 (SYCAMORE CANYON)
PROCEEDS OF TAXES CALCULATION
PROCEEDS NON-PROCEEDS
OF TAXES OF TAXES TOTAL
Taxes $638,747 0 $638,747
State Subventions 0 0 0
Service Charges 0 0 0
Permit Fees 0 0 0
Fines and Forfeitarcs 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 $638,747 $0 $638,747
Interest 0 0 0
Total $638,747 $0 $638,747
EXHIBI~ F
'F~xT OF ~ANN SP£NLIIN( -I, M T,\TIoN INITI,\ l'lVl':
LIMITATION OF GOVERNMENT APPROPRIATIONS. INITIATIVE CONSTITUTIONAl,
AMENDMENT. l~tablishcs and del'inc~ anmml approgri.tion limil.~ on .sbttc u.d I(~('al
governmental entities based on annl,ul appropriaticms for prior fiscal year. IJequirc.~
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 rates or fee schedules within two fiscal years next foliowine year excess
created. With exceptions, provides for reimbursement of local governments for new
prc~rams or higher level of services mandated by state. Financial Impact:
!ndeterminable.
ARTICLE XlII B.
See. 1. 1'he total annual appropriations subject to limitation of the state and of each
local government shall not exceed the appropriations limit of such entity of Eovernment
for the prior year adjusted for changes in the cost o~' livir~ ~nd [x~ulation exc¢l)t as
otherwise provided in this Article.
See. 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
ahab 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 Dumuant to Sec. ! shall be
adjusted as follows:
(a) In tile event that the financial responsibility of providhg services is
transferred, in whole or in part, whether by annexation, inco~l)oration or otherwise, from
one entity of g:overnment to another, then for the year in which suoh transfer becomes
effective the appropriations limit o~ 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
reven.e.~ of un entity of government, to regulatory licenses, user charges or user lees,
then for the year o[ such transfer tile appropriations limit of such entity of government
~hall be decreased accordingly.
(c) ht the event of an emergency, the appropriation limit may be exceeded
provided thut tile appropriation limits in the foliowi.g three yours are reduced accordingly
to prevent un aggregate increase in appropriAtion.~ resulting from the emergency.
Sec. 4. The appropriations limit imposed on any new or existing entity of
government by tl.s Article may be established or changed by the electors of such entitY,
subject to a.d in cunformity will: constitutiomll and statutory voting requirements. 1'he
duration of any such chunl~e shul[ be as determined by said electors, but shall in no event
exceed [our years front tile most recent vote or sa~d electors ere. tinl[ or contmuinl/such
change.
lo~ 3
contributions are derived from :he pro,'ecds Of tsxe.% sh. ll for purposes nf th~ Art,rio
~on.'~:'ltllte appropriations subject t<) limlt~H.,~, il, Ihc yc~r o~ efllttrioll[Io~. Ncltl;~:r
e,mstilut~ .pproprt~tions subJeCt t(: bruit.tioga.
Sec. 6. Whe~ever the Legislature nr any ~l~e agency mundute~ a new progr. m or
higher revel of service on an~' local governmenl, tim sbtte ~hall provide u suhventinn
tunds t~ reimburse such local government ~,~r ll~o en~ts o~ such program or increased lever
~,~ servia:e, except that the [~g~siuture ~ney, b~;', need not, prnwde such ~ubvention
/un~ for the [ollowi~' mandate~;:
(a) Legislative mandate~ requested by the local Rgeney .f~eeted;
(b) 'Ccgislation de{ining a new crime or ehan~ing an existing definitinn
crime; or
(e) I.eg~l~tive toRrid.tea en.cted prior Io January 1, tgT5, or executive orders
or regulations initially implementing tegi~lRtion enacted prior to January 1,
S~e. T. NothieE in this Article shalt be co~trued to impair the abiility of the ~tate
or o~ Rny local government to meet its obiisatio~ with res~et to existinS or future
bonded in~ebtedne~.
See. 8. As u~d in this Article and except us ntherwi~ expre~ly provided ~rein:
(a) "R~r~riatio~ subject to hmitation" of the state s~11 mean any
aethorizution to ex~nd duri~ a fiscal year the proeee~ o[ taxes levied by or for
state, exclusive of state subventio~ for the ~e mH ~mtion of local government (other
than sabventions made ~muaat to ~etion S of this Article) and further exel~ive
re[un~ o~ taxes, ~ne[it ~ymen~ [rom retirement, unemploym&nt i~uranee and
disability ir~uranee
(b) "Rppropriatio~ subject to limitation" of an entity of local government
slml; mean any authorization to ex~nd during a ~isea[ year the proeee~ of taxes levied by
or f~r that entity and the procee~ o~ state subventio~ to th.t entity (other than
~bventio~ made pursuant to ~etion 6 o[ this Article) exclusive of re[un~ o~ taxes;
(c) "Proeee~ o[ taxes" shaU include, but ~t he restricted to, all tax revenues
and the proeee~ to an entity o[ government, from (i) regulatory liee~eR, ~er eharEes,
and u~er [ee~ to the extent that such proeee~ exceed the costs reasonably ~rne by such
e~t~ty iu providing the r~ulation, product, or ~rviee, and (it) the inveslment o( tax
revenues. With re~et to any local government, "proeee~ n[ taxes" shall include
~bve~ttn.= received [rom the =rate, other than pur~a~;~l to Section 6 ~ thi~ Article, ~n~,
with re=peet to the ~tate, p~ee~ o[ tuxe~ ~hall exclude such ~ubvention~;
{~1) "1~1 ~(rw:cnme~H" ~h~H m~n ~y ~ity,.~ounty, cHy and county, ~ch~l
district, ~[~c~u{ district, au{h~rity, ~r other p~ht~c~l ~uh~iv[sio~ o[ or witl~ln tl~c state;
(~-) "Co~[ o[ liwuK" ~hull mc.n lhe L~on~.mer Prtce Index for the Uui[ed
aS report~.d hy I1~' U { I~ SI~ [e~ I~cp~cime~H ~ Labor, or ~u~.:e~oc u~ency o~ th~ ~tited
~lutc~ (;ovurl~uc~H; proviHeC, howuv~r, thqt [or p~rposc~ o[ ~c[ion I, the ch~uge it, cost
of hvmg fr,.,, Ihc prcc'edmg veur ~h.}l in no cvuut cxeced thc chm~gc in (:aliforuiu ~r
cul)ite pcr~oilul .,~'uu,u from ~Hd prc'i'cd~l~
2of 3
be d(~lerrn~tgd by ~ math(3,1 prescribed by I.h(.. I.~.~l~b,l~r~, p, gwded Lhul ~ueh
d~l{rRiina[iOll ~h~JJ b~ ~VIS~tJ, It5 ne('css~y, to r~JL'cl Ih~ iJ~'r~,,(hc ccn.~uh i.uiliiuL.[~d by
(g) "Debt serwce" slmll mcun UJ~JJrOlJl'lHtlOti~ required to puy tllc cost
interest and redemplion charges, including the funding o[ uny reserve or sinking fund
required in connection therewith, on indebtedness existing or legally authorized as
January I, 1979 or on ~nded indebtedness thereafter approved according to law by a vote
o~ the electors of the issuing entity voting in un election ~or such pur~.
(h) The "appropriations limit" of each entity of government lot each
year shall be that amount which totul annual appr~riations subject to limitation may not
exceed under Section I and Section 3; provided, however, that the "appropriations limit"
of each entity of government for fiseul year ~978-39 shall ~ the total or the
appropriatio~ subject to limitation of such entity for that fiscal year. For fiscal year
1978-79, state subventio~ to local governments, exclusive of ~ederal gr~nts, shaU be
deemed to have ~en ~rived from the proeee~ o[ state t~xes.
(i) Except as otherwise provided in Section 5, "approgriatio~ subject to
limitation" shall not inelu~ local agency loan fun~ or in~btedne~ [un~, tnv~tment (or
auth~i~atio~ to invest) [uu~ of the state, or o[ an entity o[ !~al ~overnment in
aeeou~tts at bmAs or ~vin~s and loan as~eiatio~ or in liquid ~eurities.
See. 9. "Approgrietio~ sub~et to limitation" ~or each entity o[ government shall
~t ineiu~:
(a) Debt ~rviee.
(b) Ai,pr~riatio~ required for pur~ses o~ eomplyi~ with mandates of the
courts or the (ederal government whieh~ without discretion, require an ex~nditure for
additional services or which unavoidably make the providi~ o[ existi~ ~rviees more
costly.
(e) Appr~riations o[ any special district which existed on January l, i978,
and which did not as o[ tim 19?T-T8 ~iseal year levy an ad valorem tax on pro~rty in
excess of 12J cents ~r $100 o[ as~ed value; or the appropriatio~ of any s~cial
district then existing or thereafter created by a vote o[ the ~le, which ~ totally funded
by other thun the proeee~ o~
See. IO. 'rhi~ Article ~h.11 ~ (t~fective commellem~ with the first ~y of the fiscal
See. II. I[ uny appropriutiml eutcKury ~hull be added to or removed from
uppr<ioriuli~.L~ 5uhje~t to lim~.tion, pur~uunl to ~inul judgment oEany court of competent
jurisd~cllo. and .ny upl~.l therefrom, the ~ppropYmtio~5 limit 5hall be adjusted
ueeordmKly. If .~y ~eli~}n, i)i~rt, el.use or phruse in thi~ Article is [o~ any reuson held
invuhd ur ul~constduliumal, the remuininK ~rt~on5 o[ this Article sh. II not be a~fected but
~1,:,11 remuin m ~ull [nr~e .rid e~eet.
3of 3
$TAT~ OF CAL[FOaNb~ EXHIBIT G
DSPARTMHNT OF FINANC5
915 L STREET
SACRAMENTO. CA 95814-4998
May I, 1996
PRICE AND POPULATION DATA FOR LOCAL JURISDICTIONS
Appropriations Limit
Article XIII B of the Califomia Constitution specifies that app.ropriations 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 constraction.
The Department of Finance is mandated to provide the populatiofi and Califomia per capita personal
income change data for local jurisdictions to calculate their appropriation limits. The change in the
local assessment roll due to local nonresidentiai construction may be obtained from your county
Assessor. The enclosures contain price and population factors for setting your 1996-97 appropriation
limit.
Enclosure I provides the change in Califomia's per capita personal income price factor. An example of
how to utilize this price factor and the population pementage change factor in calculating your 1996-97
limit is included.
Enclosure II provides the population percentage change factors for cities and counties.
Enclosure IIA provides the population pementage change factor for counties and for the total
incorporated population of each county.
These population percentage changes were prepared pursuant to Sections 2227 and 2228 of the
Revenue and Taxation Code and are calculated as of January 1, 1996. Section 2227 specifies that state
mental institutions, federal military bases and state and federal prisons be excluded from the percentage
change calculations.
Population Factors for Cities and Counties
The Demographic Research Unit has adopted a new method of estimating population for the cities and
counties. This new method was used for the numbers presented here. The effect is to lower population
for the State and most jurisdictions. The new method was used to revise city and county numbers for
earlier years in the 1990s. The revisions are available on request.
Cities and counties should consult Section 7901 of the Government Code for the various population
factors that may be used for purposes of change in population.
1 of 5
EXHIBIT G
Enclosure !
A. Price Factor: Article XIII B specifies that local jurisdictions select their
cost-of-living factor to compute their appropriation limit by a vote of their
goveming body. Local jurisdictions may select either the percentage change in
Califomia per capita .personal income or the percentage change in the local
assessment roll due to the addition of local nonresidential new construction. If the
percentage change in per capita personal income is selected, the percentage changes
to be used in setting the 1996-97 appropriation limit are:
Per Capita Personal Income
Fiscal Percentage change
~ Year (FY) over prior year
1996-97 5.21
B. Following is an example using sample population changes and the changes in
California per capita personal income as growth factors in computing a 1996-97
appropriations limit.*
1996-97:
Per Capita Change = 5.21 percent
Population Change = 1.06 percent
Per Capita converted to a ratio: 5.21 + 100 = 1.0521
100
Population converted to a ratio: 1.06 + 100 = 1.0106
100
Calculation of factor for FY 96-97: 1.0521 x 1.0106 = 1.0633
* Conversion of the factor to a ratio eliminates minus numbers.
2 of 5
EXHIBIT G
ENCLOSURE II
ANNUAL PERCENTAGE CHANGE IN POPULATION MINUS EXCLUSIONS* JANUARY 1, 1995 DATE PRINTED
TO JANUARY 1, 1996 AND TOTAL POPULATION JANUARY 1, 1996. 04/30/96
POPULATION MINUS EXCLUSIONS
. POPULATION
~NNUAL TOTAL
COUNTY PERCENT CHANGE POPULATION
CITY 1995 TO 1996 1-1-95 1-1-96 1-1-96
ORANGE
ANAHEIM 0.59 291,536 293,245 293,245
BREA 0.80 34,527 34,802 34,802
BUENA PARK O.11 72,617 72,700 72,700
COSTA MESA O.11 101,155 101,269 102,O84
CYPRESS 0.50 46,167 46,397 46,397
DANA POINT 0.85 35,679 35,984 35,984
FOUNTAIN VALLEY O.13 54,239 54,311 54,311
FULLERTON 0.35 121,630 122,O59 122,O59
GARDEN GROVE 0.09 151,247 151,376 151,376
HUNTINGTON BEACH 0.32 186,587 187,18o 187,18o
IRVINE 4.45 120,474 125,836 127,220
LAGUNA BEACH 0.89 23,581 23,790 23,790
LAGUNA HILLS 0.32 24,940 25,O21 25,O21
LAGUNA NIGUEL 1.43 54,778 55,561 55,561
LA HABRA 0.25 53,980 54,117 54,117
LAKE FOREST O.10 57,571 57,631 57,631
LA PALMA -0.06 15,513 15,504 15,504
LOS ALAMITOS 0.75 11,422 11,508 12,307
MISSION VIEJO 1.79 88,323 89,906 89,906
NEWPORT BEACH 0.22 68,920 69,O69 69,O69
ORANGE 1.39 118,105 119,742 119,742
PLACENTIA 0.96 44,575 45,003 45,003
SAN CLEMENTE 1.38 45,972 46,607 46,607
SAN JUAN CAPISTRANO 1.11 28,629 28,948 28,948
SANTA ANA -O.17 306,327 305,800 305,800
SEAL BEACH 0.09 25,646 25,668 26,366
STANTON 0.07 31,861 31,882 31,882
TUSTIN 3.73 56,821 58,940 63,619
VILLA PARK 0.46 6,336 6,365 6,365
WESTMINSTER 0.80 81,879 82,536 82,536
YORBA LINDA 0.96 57,084 57,632 57,632
UNINCORPORATED 5.40 165,624 174,570 179,571
ORANGE COUNTY
1.O5 2,583,745 2,610,959 2,624,335
* EXCLUSIONS INCLUDE STATE MENTAL INSTITUTIONS, FEDERAL MILITARY BASES AND STATE
AND FEDERAL PRISONS.
PAGE 1
3 of 5
STATE OF CALIFORNIA EXHIBIT G PETEWILSON, Governor
DEPARTMENT OF FINANCE "~i~
915 L STREET
SACRAMENTO. CA 95814-3706
May 13, 1996
REVISED APPROPRIATIONS LIMIT DATA FOR LOCAL JURISDICTIONS
This letter is to inform you that the Department of Finance has corrected the Price Factor,
that is, the percentage change in per capita personal income, to be used in setting the
1996 - 1997 appropriation limit.
The revised Price Factor is lower than the Price Factor given in Enclosure I of the letter,
Price and Population Data for Local Jurisdictions sent to you on May 1, 1996.
The old Price Factor was 5.21 percent. The new Price Factor is 4.67 percent.
We have revised Enclosure I to reflect the new Price Factor and to show how the new price
factor and population factor are used in computing an appropriations limit.
We apologize for any inconvenience this revision causes. But we do ask that you notify any
affected offices within your jurisdiction of this revision.
If you have any questions, please call us at (916) 323-4086.
Sincerely,
Linda Gage, Chief
Demographic Research Unit
915 L Street, 8~ Floor
Sacramento, CA 95814
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EXHIBIT G
May 13, 1996 Revised
Enclosure I
A. Price Factor: Article XIII B specifies that local jurisdictions select their
cost-of-living factor to compute their appropriation limit by a vote of their
governing body. Local jurisdictions may select either the percentage change in
California per capita personal income or the percentage change in the local
assessment roll due to the addition of local nonresidential new construction. If the
percentage change in per capita personal income is selected, the percentage changes
to be used in setting the 1996-97 appropriation limit are:
Per Capita Personal Income
Fiscal Percentage change
Year (FY) over prior year
1996-97 4.67
B. Following is an example using sample population changes and the changes in
California per capita personal income as growth factors in computing a 1996-97
appropriations limit.*
1996-97:
Per Capita Change = 4.67 percent
Population Change = 1.58 percent
Per Capita converted to a ratio: 4.67 + 100 = 1.0467
100
Population conver~ed to a ratio: 1.58 + 100 = 1.0158
100
CaIculationoffactor forFY96-97: 1.0467 x 1.0158 = 1.0632
* Conversion of the factor to a ratio eliminates minus numbers.
5of 5