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95-099 RESOLUTION NO. 95R-99 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 1995/96. 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 1995/96 is calculated by adjusting the 1994/95 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 1995/96. 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 1995/96 be established in the amount of $142,322,580.00. 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 1995/96 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 1995/96 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 20th day of June , 1995. ATTEST: CITY CLERK OF THE CITY OF ANAHEIM 12075.1\EEGAN\Ma¥ 24, 1995 2 STATE OF CAUFORNIA ) 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. 95R- 99 was introduced and adopted at a regular meeting provided by law, of the Anaheim City Council held on the 20th day of June, 1995, by the following vote of the members thereof: AYES: MAYOR/COUNCIL: Tait, Lopez, Zemel, Feldhaus, Daly NOES: MAYOR/COUNCIL: None ABSENT: MAYOR/COUNCIL: None AND I FURTHER CERTIFY that the Mayor of the City of Anaheim signed said Resolution No. 95R-99 on the 20th day of June, 1995. IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Anaheim this 20th day of June, 1995. 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. 95R-99 was duly passed and adopted by the City Council of the City of Anaheim on June 20th, 1995. CITY CLERK OF THE CITY OF ANAHEIM EXHIBIT A 1995/96 APPROPRIATIONS LIMIT COMMUNITY FACILITIES DISTRICT NO. 1989-1 (SYCAMORE CANYON) CALCULATIONS & COMPARISON OF APPROPRIATIONS SUILIECT TO LIMIT FY 1994/95 Adopted Appropriations Limit $133,348,243 Adjustment Factor 1.0673 FY 1995/96 Appropriations Limit $142,322,5g0 FY 1995/96 Appropriations Limit $142,322,580 FY 1995/96 Appropriations Subject To Limit 63,101 FY 1995/96 Appropriations Limit Margin $142,259,479 FY 1995/96 Appropriations Limit Margin, As a Percent of Limit 100.0% EXHIBIT B 199.~96 APPROPRIATIONS LIMIT COMMUNITY FACILITIES DISTRICT NO. 19~9-1 (SYCAMORE CANYON) ADJUSTMENT FACTORS POPULATION - Selected Factor: City Pooulation Growth Population count provided by the State Finance Department 296,497 population percent clmp~e pursuant to Sections 2227 and 2228 of the Revenue and Taxation Code 1.92% PRICE FACTOR- Selected Factor: California per Capita personal 4.72% Income Growth POPULATION AND PRICE FACTOR CONVERTED TO AN ADJUSTMENT FACTOR A) Population: Conver~d to a factor 1.0192 B) Price Factor: Converled to a factor 1.0472 Ratio of change: A x B = 1.0673 EXHIBIT C 1995/96 APPROPRIATIONS LIMIT COMMUNITY FACILITIES DISTRICT NO. 1989-1 (SYCAMORE CANYON) APPROPRIATIONS SUBJECT TO LIMIT CALCULATION Total All Revenues $622.165 Reduce by Non-Proceeds of Taxes 0 $622.165 Add User Fees in Excess of Costs 0 622.165 Add User Fees in Replacement of Taxes 0 622.165 Subtra~ Debt Service Appropriations ~59.064 $63,101 Total All Appropriations $622.165 Reduce by Non-Proceeds of Taxes 0 $622.165 Subtract Debt Service Appropriations 559,064 63,101 Approprialions Subject to Limit $63,101 EXHIBIT D 1995/96 APPROPRIATIONS LIMIT COMMUNITY FACILITIES DISTRICT NO. 1989-1 (SYCAMORE CANYON) pROCEEDS OF TAXES CALCULATION PROCEEDS NON-PROCEEDS OF TAXES OF TAXES TOTAL Taxes $622, i65 0 $622,165 State Subventions 0 0 0 Service Charges 0 0 0 Permit Fees 0 0 0 Fines and Forfeitures 0 0 0 Renlals 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 Contribu~or~ 0 0 0 Subtotal $622,165 $0 $622,165 Interest 0 0 0 Total $622,165 $0 $622,165 ( $622,165 EXHIBIT F FEXT O1" C, ANN SI'ENL)IN(;'I,IMIT,\TION INITIA FIVE LIMITATION OF GOVERNMENT APPROPRIATIONS. INITIATIVE CONSTITUTIONAl, AMENDMENT. E.sloblishes and defines ~nnll~ll appropri~tion broils on shire ~lnd Io~'.l Rovernment~l entities based on ~nmml ~ppropri~tions for prior fiscal yeor. Requires adjustments for eha~es in cost of living, ~pulation and other s~eified factors. Appropriation limits may ~ established or temporarily changed by electorate. Requires revenues received in excess or appropriations permitted by this seesure to be returned by revision of tax r~tes or fee schedules within two fiscal years next following year excess created. With exception, provides for reimbursement of local governments for new prorams or higher level of ~rviees mandated by state. Financial Impact: !rideterm inable. ARTICLE Xlil 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 i'or the prior year adjusted for changes in the cost of living and population except 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 shaU 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 See. I shall be adjusted as follows-' (a) In tile event that the financial responsibility of providing services is transferred, in whole or in part, whether by annexation, incorl)Oration or otherwise, from one entity or government to another, then for the year in which such transfer becomes effective the appropriations limit of the transferee entity shall be incre-,seal by such reasonable amount as the s~id 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 revenue.~ of un entity of government, to regulutory licenses, user charges or user fees, then for the year of such transfer the appropriations limit of such entity of govermnent shall be decreased accordingly. (e) {n tile event of an emergency, the appropriation limit may be exceeded provided that the appropriation limits in tile following three years are reduced accordingly to prevent un aggregate increase in appropriations resulting from the emergency. Sec. 4. The appropriations limit imposed on any new or existing entity of government by tl.s Article muy be est.bli~hcd or changed by the electors of such entity, subject to u,,d in conformity with constitutiomd and statutory voting requirements. The durution of any such chunge shuil I)e as determined by said electors, but shall in no event exceed four years from the most recent vote of sa~d elector~ creating or continuing such change. lof 3 contributions are derived from ,h_ proreeds Of ~.axc~, shrill for' p~rpo.;es of th~ Arbcic _on.~.lt Le appropr[~tion.~ subject to) hlnll,tli~,h il, Ih~ yc.r o~ (~()11trl~11[iO~. NOILI~t ~)n~tihtt~ appropriations subJeCt t(; IlCt:~t~t~o~i. Sec. 6. Whenever the ~c~i~lature nr any ~lale u~eney nlundute~ u new program or higher level of s~rviee on un~' local gOvernil~entr tim ~tute ~h~ll provide ~lnds tn reimburse ~ueh local government f~r llm ensts of such prigrum or increased[eve[ ~f servL:e, except thut the [~g~s[uture ~ley, bu~ nec. d not, prr. vlde such ~ubvention ~un~ for t~e ~ollowing mandalay,: (a) Legislative man~ate~ requc~tnd by tl~e local agency ~[[eeted; (b) 'Ccgislation de(inin~ a new crime or ellanging an existing de[initinn o[ a crime; or (e) I.cg~sl.tive toRrid. res enacted prior to January 1, 1975, or executive orders or regal.lions initiRIly implementing legislation enacted prior to January I, S~e. ?. Nothing i~ this Article shall be co~trued to impair the abLitity o[ the ~tate or of Rny local government to meet its obli~atio~ with respect to existin~ or future bonded in~btedne~. Sec. 8. R~ .~d in this Article and except u~ otherwise expre~ly provided ~rein: (a) "A~r~riatio~ subject to limitation" of the state s~ll mean any autl~orization to ex~nd duri~ a [isea] year the proeee~ of taxes levied by or for state, exclusive of state subventio~ for the ~e al!d ~ration of Local ~overnment (other than subventio.s made pu~uaat to ~etion 6 ~f this Article) and further exe!~ive re[un~ of taxes, ~ne[it payments ~rom retirement, unemployment i~uranee and disability ir, suranee ~un~; (b) "Rppropriutio~ subject to limitation" o[ an entity o[ local Kovernment slml; mean any authorization to ex~nd during a fiscal year the proeee~ o[ taxes levied by or far that entity and the proeee~ of state subventio~ to that entity (other than subventio~ made pursuant to ~etion 6 of this Article) exclusive of refunds o~ taxes; (c) "Procee~ o~ taxes" shall include, but not be restricted to, all tax revenues and the proeee~ to an entity o[ ~overnment, from (i) regulatory liee~es, user eharKes, and u~er [ee~ to the extent that such proeee~ exceed t~e costs reasonably ~rne by ~uch entity i. providin~ the r~ulation, product, or ~rvice, and (ii) the invcslment o[ tax revenues. With re~et to any local government, "proeee~ el taxes" shall include ~bventm.u received [rom the ~tute, other thun pur~.~uH loSaction6 of thin Article, with re~pect to the ~tate, pr~ee~ o[ taxe~ ~hall exclude stieh aubve.tion~; ~d) "l~e~l [(Jw~rmnell['~ slml[ me~m Rfly qity,.~ountY, city and county, ~ch~l district, ~fmclul district, auHl(~rity, er otl~er p~htic~l ~ul)dlvision o[ or witim~ tl~e state; ((.) "Co~t ~)~ liwi)g" ~hull meEkn Ihc (.~on~.mer Price Index fur the U.ited States 5lutes (Jov~rltlncli[; proviHed, however, tlmt lot purposc~ o[ ~C[~Oli I~ the ~hlllt~C it, cost ~[ bring fr()m the prece(hng yeur ~lml[ in n(~ evcJIt exceed the clmnge in (:ulifornia ~r 2o[ 3 daily ~ttendunce u~ deterinroad by ~ method pruseril)ed IJy tl~c I,cl~l:,luture; (1~) "l)~bt serw~e" shall mean uppropri.tmn~ requir(~d to puy th~ eo~t of interest ~nd redemption ehur~es, ineludm~ the fundin~ o[ uny reserve o~ sinkln~ fund required in connection therewith, on indebtedness ex~stin~ o~ le~lly ~uthotized 8s of J~nuaty I, 1929 or on ~nded indebtedness thereafter 8pproved 8eeordin~ to l~w by 8 vote of the electors of the issuin~ entity votin~ in un election for such pur~se. (h) The "sp~ropri~tions limit" of e~eh entity of ~overnment ~or e~eh risesl year sh~11 be tlmt ~mount which total 8nnu~l ~pgropriutions subject to limitstion rosy not exceed under Section I ~nd Section 3; provided, however, thst the"~pgrogri~tions limit" o~ e~eh entity of ~overnment for fiseul year 1928-79 sh~11 be the tot81 of the ~gprogriatio~ subject to limitstion o~ such entity for that rise81 year. ~or fiscal year 1978-79, state subventions to loewi ~ove~nments, exclusive of federal ~r~nts, sh~ be deemed to h~ve been ~rived from the proeee~ o~ state t~xes. (i) Except ~s otherwise provided in Section S, "~gro~ri~tio~ subject to limitation" sh~11 not include loewi ~eney Io~n fun~ or indebtedne~ fun~, investment (or authorizatio~ to invest) furiris of the state, or of an entity of I~al government in aceoughts at bm~k~ or ~vings and loan as~eiatio~ or in liquid ~eurities. See. 9. "Appropriutio~ subject to limitation" for each entity of ~overnment shall not inclug: (a) Debt service. (b) Ai,pr~riatio~ required for pur~ses o~ eomplyi~ with mandates of the eourt~ or the federal ~overnment which, without discretion, require an ex~nditure for additional ~erviee~ or which unavoidably make the providing of existi~ ~rviees more costly. (e) Appr~riations of any special district which existed on January l, ~978, and which did not as of tim 1972-28 fiscal year levy an ad valorem tax on pro~rty in excess of 12] e~nts ~r $100 of as~ed value; or the ap~ro~ri~tio~ o~ any special district thc~ exbtin[ or thereafte~ created by a vote of the ~ople, which ~ totally funded by other than the proeee~ of taxe~. See. 10. 'l'hi~ Article ~hull be (~ffectivc commeneJng with the first ~y of the fiscal your following ~t~ .~t~om See. II. If any ~pl~ropriut~on catcKory ~hall be a~ded to o~ removed from appropriuli~ s~hjcet to li~nH~,tion, pursuant to final judgment of any court of competent j~ri~dmliul~ and ~my appeal therefrom, the ~pprop~-~tio~s limit shall be adjusted aeco~dinKly. If n~y sc'etio~, p~t, el.u~e o~ phrase in thi~ Article is for any reason held invuhd or uncon~tHutio~ml, the remuinin~ ~rt~o~s of thi~ Article slmll not be ~ffeeted but sl,:dl reinurn in full force and effect. 3o~ 3 EXHIBIT G DEPARTMENT OF FINANCE (~ g15 L STREET SACRAMENTO. CA 95814-4998 May I, 1995 PRICE AND POPULATION DATA FOR LOCAL JURISDICTIONS Appropriations Limit Article XIII 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 ~ssessment 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 appropriation limits. The change in the local assessment roll due to local nonresidential construction may be obtained from your county Assessor. The enclosures contain price and population factors for setting your 1995-96 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 percentage change factor in calculating your 1995-96 limit is included. Enclosure II provides the population percentage change factors for cities and counties. Enclosure IIA provides the population percentage 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 &January 1, 1995. 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 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. Population Factors for Special Districts Special districts should consult Section 7901 of the Government Code and Section 2228 of the Revenue and Taxation Code for the various population factors that may be used for purposes of change in population. 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 pementage 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 1995-96 appropriation limit are: Per Capita Personal Income Fiscal Percentage change Year (FY) over prior year '"' 1995-96 4.72 B. Following is an example using sample population changes and the changes in California per capita personal income as growth factors in computing a 1995-96 appropriations limit.* 1995-96: Per Capita Change = 4.72 percent Population Change = 1.31 percent Per Capita converted to a ratio: 4.72 + 100 = 1.0472 100 Population converted to a ratio: 1.31 + 100 = 1.0131 100 Calculation of factor for FY 95-96: 1.0472 x 1.0131 = 1.0609 * Conversion of the factor to a ratio eliminates minus numbers. ENCLOSURE II ANNUAL PERCENTAGE CHANGE IN POPULATION MINUS EXCLUSIONS* JANUARY 1, 1994 DATE PRINTED TO JANUARY 1, 1995 AND TOTAL POPULATION JANUARY 1, 1995. 04/25/95 POPULATION MINUS EXCLUSIONS POPULATION ANNUAL TOTAL COUNTY PERCENT CHANGE POPULATION CITY 1994 TO 1995 1-1-94 1-1-95 1-1-95 ORANGE ANAHEIM 1.92 290,915 296,497 296,497 BREA 1.47 34,612 35,122 35,122 BUENA PARK 1.25 72,949 73,864 73,864 ~"COSTA MESA 1.45 101 416 102,883 103,823 CYPRESS 2.04 46026 46,963 46,963 DANA POINT 4.12 34 852 36,289 36,289 FOUNTAIN VALLEY 0.29 55 010 55,171 55,171 FULLERTON 1.77 121 540 123,692 123,692 GARDEN GROVE 1.26 151 913 153,824 153,824 HUNTINGTON BEACH 0.27 189 293 189,795 189,795 IRVINE 2.21 119 864 122,513 123,909 LAGUNA BEACH 0.10 23,961 23,985 23,985 LAGUNA HILLS 1.00 25,110 25,360 25,360 LAGUNA NIGUEL 2.27 54,487 55,724 55,724 LA HABRA 1.36 54,168 54,907 54,907 LAKE FOREST 0.19 58~445 58,558 58,558 LA PALMA 0.56 15,693 15,781 15,781 LOS ALAMITOS 2.20 11,376 11,626 12,425 MISSION VIEJO 4.21 86,215 89,841 89,841 ~'NEWPORT BEACH 1.08 69,350 70,098 70,098 ORANGE 1.73 118.037 120.078 120:078 PLACENTIA 2.78 44113 45,339 45,339 SAN CLEMENTE 3.73 45 081 46,764 46,764 SAN JUAN CAPISTRANO 2.81 28 326 29,121 29,121 SANTA ANA 0.28 310 629 311,491 311,491 SEAL BEACH 2.60 25 436 26,097 26,795 STANTON 0.47 32 252 32,404 32,404 TUSTIN 5.08 55 053 57,849 62,497 VILLA PARK 0.17 6,434 6,445 6,445 WESTMINSTER 1.99 81,659 83,287 83,287 YORBA LINDA 1.15 57,410 58,069 58,069 UNINCORPORATED 4.03 161,983 168,512 173,437 ORANGE COUNTY 1.72 2,583,608 2,627,949 2,641,355 * EXCLUSIONS INCLUDE STATE MENTAL INSTITUTIONS, FEDERAL MILITARY BASES AND STATE AND FEDERAL PRISONS. 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