HomeMy WebLinkAbout8.1 Rev Appro Limit 1999-0 CITY CLERK
File # 330-20
AGENDA STATEMENT
CITY COUNCIL MEETING DATE: (June 21, 2000)
SUBJECT:
EXHIBITS ATTACHED:
Adoption of a Revised Appropriations Limit for
Fiscal Year 1999-2000
(Prepared by: Fred Marsh, Finance Manager)
Proposed Resolution
RECOMMENDATION:
Approve the selected factors used to calculate the Revised
1999-2000 Limit and adopt the Resolution.
FINANCIAL STATEMENT: The proposed Revised Limit for Fiscal Year 1999-2000 is
//~( $53,259,078 and only $17,461,110 in Appropriations for Fiscal Year
1999-2000 are subject to this Limit.
DESCRIPTION:
Each year the City Council is required by State Law to adopt an Appropriations Limit (Limit) in
conjunction with the annual Budget process. The 1999-2000 Limit was calculated and adopted by
Resolution 117-99 on June 24, 1999. At the time the Limit was adoPted, final information related to the
population for the City of Dublin and the amount of Non-Residential Assessed Valuation, both which are
used in the calculation of the Limit, was not available. Now that the information is available, it is
recommended that the Council adopt a Revised Limit for Fiscal Year 1999-2000.
Description of Appropriations Limit .
The laws, regulating the application of the Limit, forbid an agency from appropriating specific funds that
would exceed the Limit. The restriction applies to appropriating monies categorized as "Proceeds of
Taxes." The Limit carries forward each year and is subject to an adjustment in accordance with a
specified formula.
Each government entity is required to calculate a Limit and include it as part of the Annual Budget. This
Limit may also be referred to as the Gann Limit or Proposition 4 Limit. The City has complied with this
requirement as well as the posting of the proposed calculation prior to adoption. The adjustment is made
annually and is based on a formula which may include the following factors (the City has the discretion to
pick one factor from each category below):
· Change in City population; or
· Change in population for the entire County;
and
· Change in State per capita income; or
· Change in non-residential assessed valuation.
COPIES TO: ~
\kDUBLINFS2\PCCOMMONkBudget~Appropriation LimifiAgenda Report revised limit. DOC
ITEM NO.
8.1
1999-2000 Proposed Revised Appropriations Limit
Staff has prepared thc calculations necessary to adopt the Revised Limit for Fiscal Year 1999-2000 in
accordance with State Law and with thc Uniform Guidelines of the League of California Cities. The
discretionary factors selected in calculating the 1999-2000 Revised Limit are: (1) the change in the City
Population, which represents a revised January 1, 1999 population provided by the State Department of
Finance; and (2) the change in thc assessed valuation from local non-residential construction, which
represents thc figures provided by the County Assessor from thc final 1998-99 property tax roll.
The Revised 1999-2000 Appropriations Limit as calculated on Exhibit A of the Proposed Resolution
(Exhibit 1) is $53,259,078, based upon a revised adjustment factor of 9.36% over the 1998-1999 Limit.
Upon adoption, this figure becomes the base limit, which will be increased by the adjustment factor
calculated for the subsequent fiscal year. Total appropriations for Fiscal Year 1999-2000 which are
subject to the Limit total $17,461,110, which is significantly below the allowed amount. Staff has
prepared a Resolution (Exhibit 1) which will adopt a Revised Appropriations Limit for 1999-2000.
RECOMMENDATION
Staff recommends that the City Council adopt the attached Resolution.
RESOLUTION NO. - 00
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DUBLIN
ADOPTING A REVISED APPROPRIATIONS LIMIT
FOR FISCAL YEAR 1999-2000 OF $53,259,078
WHEREAS, State law requires that an Appropriations Limit ("Limit") be adopted by the City
Council in conjunction with the Annual Budget process; and
WHEREAS, the City Council previously adopted resolution 117-99 establishing an
Appropriations Limit for Fiscal Year 1998-99; and
WHEREAS, at the time the "Limit" was adopted final information related to the population for
the City of Dublin and the amount of"Non-Residential Assessed Valuation", both which are used in the
calculation of the limit, was unknown; and
WHEREAS, Revised population estimates and assessed valuations are now available; and
WHEREAS, the law allows the option to select the factors to be used in the calculation of the
Appropriations Limit; and
WHEREAS, the City must select between the following factors: (A) the change in City
population, or, (B) Countywide population, and either: (1) the change in the State per capita income, or,
(2) the change in the assessed valuation of local non-residential construction; and
WHEREAS, the revised 1999-2000 Appropriations Limit used the following discretionary
factors: (1) the Growth in the City Population and (2) the change in the assessed valuation of local non-
residential construction; and
WHEREAS, the calculation of the revised Appropriations Limit for 1999-2000 is described in
Exhibit A, attached hereto and by reference made a part hereof.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Dublin does
hereby adopt the City of Dublin Revised Appropriations Limit for Fiscal Year 1999-2000 of $53,259,078.
BE IT FURTHER RESOLVED that the limit has been calculated in accordance with State Law
and is shown in Exhibit A, attached hereto.
PASSED, APPROVED AND ADOPTED this 21 st day of June, 2000.
AYES:
NOES:
ABSENT:
ATTEST: Mayor
City Clerk
REVISED CALCULATION OF FISCAL YEAR 1999-2000
APPROPRIATIONS LIMIT
(Based On Adopted Fiscal Year 1998-99 Limit)
A. SELECTION OF OPTIONAL FACTORS
Population - City vs. County
(% Decrease)
1/1/98 1/1/99 % Increase
OR
City of Dublin
Alameda County
26,560 27,355 2.993%
1,401,227 1,434,162 2.350%
OR
State Income vs. City Non-Residential Building
Change in State Per Capita Income
Change in Non-Residential Assessed Valuation
= 4.530%
= 6.179%
CALCULATION OF GROWTH LIMIT ADJUSTMENT
The formula for calculating the adjustment is as follows:
Selected Factor 1 + 100 = X
100
Selected Factor 2 + 100 = Y
100
(X) x (Y) = Fiscal Year 1999-2000 Appropriations Limit Adjustment Factor
2.993+100 = 1.02993 (Originally was 1.02651)
100
6.179+100 =
100
1.06179 (Originally was 1.08525)
1.02993 x 1.06179 = 1.0936 = 1999-2000 Adjustment Factor (Originally was 1.1140)
CALCULATION OF APPROPRIATIONS LIMIT
Fiscal Year 1998-1999 Adopted Appropriations Limit =
Fiscal Year 1999-2000 Adjustment Factor
$ 48,700,693
x 1.0936
(originally Was $54,252,572) . .... . .