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CC SR 20180619 F - GANN LimitRANCHO PALOS VERDES CITY COUNCIL MEETING DATE: 06/19/2018 AGENDA REPORT AGENDA HEADING: Consent Calendar AGENDA DESCRIPTION: Consideration and possible action to adopt a resolution establishing the City’s Appropriation Limit for FY18-19. RECOMMENDED COUNCIL ACTION: (1) Adopt Resolution No. 2018-__, A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO PALOS VERDES ESTABLISHING THE FISCAL YEAR 2018-2019 APPROPRIATION LIMIT FOR THE CITY OF RANCHO PALOS VERDES. FISCAL IMPACT: None Amount Budgeted: N/A Additional Appropriation: N/A Account Number(s): N/A ORIGINATED BY: Vina Ramos, Accounting Supervisor REVIEWED BY: Deborah Cullen, Director of Finance APPROVED BY: Doug Willmore, City Manager ATTACHED SUPPORTING DOCUMENTS: A. Resolution No. 2018-__ (page A-1) B. Gann limit calculation (page B-1) BACKGROUND AND DISCUSSION: The Gann Initiative of 1979 amended the State Constitution to require cities to adopt an annual limit on the amount of tax revenue that can be appropriated for spending each fiscal year. In coordination with the adoption of the annual budget, the City follows statewide guidelines to calculate the Gann appropriation limit. The appropriation limit establishes a ceiling on the amount of tax revenue the City can receive and appropriate for spending each year. The amount is adjusted each year using inflationary and population growth statistics provided by the State Department of Finance. The adoption of Resolution No. 2018-__ (Attachment A) will establish the City’s FY18- 19 appropriation limit of $30,142,693. Based upon the proposed budget of $25,078,500 for proceeds from taxes, the City is in compliance with the Gann limit, falling below 83% of the appropriation limit (Attachment B). 1 RESOLUTION NO. 2018-__ A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF RANCHO PALOS VERDES ESTABLISHING THE FISCAL YEAR 20 18-2019 APPROPRIATION LIMIT FOR THE CITY OF RANCHO PALOS VERDES WHEREAS, the City of Rancho Palos Verdes has established its Appropriation Limit of $30,142,693 (Thirty Million, One Hundred Forty-Two Thousand and Six Hundred Ninety-Three Dollars) for FY18-19; and, WHEREAS, by a letter, dated May 2018, the California Department of Finance has provided the following factors relevant to the calculation of the Appropriation Limit for FY18-19: California Per Capita Personal Income change: 3.67% (Three Point Sixty-Seven Percent) County of Los Angeles Population Adjustment: 0.51% (Zero Point Fifty-One Percent) WHEREAS, the City Finance Staff has calculated the Appropriation Limit for FY18- 19 based upon the foregoing factors and the provisions of Article XIII B of the Constitution of the State of California. The working papers supporting the calculation are maintained in the files of the Finance Department within the City. WHEREAS, the Appropriation Limit for the City of Rancho Palos Verdes establishes the ceiling for which proceeds from taxes can be appropriated during FY18- 19. NOW BE IT, THEREFORE, RESOLVED BY THE CITY COUNCIL OF THE CITY OF RANCHO PALOS VERDES: Section 1: The Appropriation Limit of the City of Rancho Palos Verdes is $30,142,693 (Thirty Million, One Hundred Forty-Two Thousand and Six Hundred Ninety- Three Dollars) for FY18-19. Section 2: The Appropriation Limit of the City of Rancho Palos Verdes in the amount of $30,142,693 (Thirty Million, One Hundred Forty-Two Thousand and Six Hundred Ninety-Three Dollars) exceeds the proceeds from taxes, calculated in the amount of $25,078,500 (Twenty-Five Million, Seventy-Eight Thousand and Five Hundred Dollars) for FY18-19. Therefore, the City of Rancho Palos Verdes shall be in compliance with the provisions of Article XIII B of the Constitution of the State of California. Section 3: The City Clerk shall certify to the passage of this resolution. A-1 APPROVED AND ADOPTED THE 19TH DAY OF JUNE 2018. ___________________________ MAYOR ATTEST: ______________________________ CITY CLERK State of California ) County of Los Angeles ) ss City of Rancho Palos Verdes ) I, EMILY COLBORN, City Clerk of The City of Rancho Palos Verdes, hereby certify that the above Resolution No. 2018-__ was duly and regularly passed and adopted by the said City Council at a regular meeting thereof held on June 19, 2018. __________________________ __ CITY CLERK A-2 City of Rancho Palos Verdes Gann Limit Calculation Ten Years Fiscal Year Resolution No. Califronia per Capita LA Population Change Factor Appropriation Limit Proposed Budget Proceeds of Taxes % of Budget to Limit 2018-19 18-xx 3.67 0.51 1.04199 $30,142,693 $25,078,500 83% 2017-18 17-xx 3.69 0.57 1.04281 $28,928,085 $24,109,140 83% 2016-17 16-25 5.37 0.85 1.06266 $27,740,504 $22,903,240 83% 2015-16 15-45 3.82 0.82 1.04671 $26,104,866 $22,430,257 86% 2014-15 14-36 -0.23 0.78 1.00548 $24,939,845 $21,366,388 86% 2013-14 13-35 5.12 0.69 1.05845 $24,803,869 $20,069,270 81% 2012-13 12-41 3.77 0.42 1.04206 $23,434,071 $19,123,734 82% 2011-12 11-37 2.51 0.38 1.02900 $22,488,252 $18,439,843 82% 2010-11 10-44 -2.54 0.83 0.98269 $21,854,570 $16,946,217 78% 2009-10 09-39 0.62 0.9 1.01526 $22,239,555 $14,598,734 66% B-1 CALCULATION OF PROCEEDS OF TAXES PROPOSED BUDGET FY 2018-2019 NON PROCEEDS PROCEEDS GENERAL FUND OF TAXES OF TAXES TOTAL TAXES Golf Tax 386,300 386,300 Property Tax 8,060,800 8,060,800 Property Tax In-Lieu of Sales Tax 0 0 Property Tax In-Lieu of VLF Revenues 4,862,800 4,862,800 Property Tax Redev Tax Trust 35,100 35,100 Property transfer Tax 480,300 480,300 Franchise Tax 2,024,900 2,024,900 Sales and Use Tax - PW (PSAF)81,300 81,300 Sales and Use Tax 2,480,000 2,480,000 Utility Users Tax 1,921,600 1,921,600 Transient Occupancy Tax 210,100 210,100 Transient Occupancy Tax - Terranea 5,613,000 5,613,000 Business license Tax 904,100 904,100 TOTAL TAXES 24,954,100 2,106,200 27,060,300 LICENSES AND PERMITS Planning permits 415,000 415,000 Bldg and safety permits & geology fees 1,682,500 1,682,500 Right of way & parking permits 102,800 102,800 Film permits 50,000 50,000 Massage permits 0 0 Animal control fees 40,000 40,000 TOTAL LICENSES AND PERMITS 0 2,290,300 2,290,300 FINES AND FORFEITURES Tow fees 0 0 False alarm fines 1,000 1,000 Misc court fines 88,000 88,000 TOTAL FINES AND FORFEITURES 0 89,000 89,000 RENTS Rent- Citywide 182,900 182,900 Rent- Cityhall 0 0 Facility rentals - All Rec & Park 247,000 247,000 TOTAL RENTS 0 429,900 429,900 INTEREST Interest earnings 124,400 31,100 155,500 TOTAL INTEREST 124,400 31,100 155,500 CHARGES FOR SERVICES Engineering fees 0 0 Sale of Signs/Services 700 700 Recreation fees 244,000 244,000 TOTAL CHARGES FOR SERVICES 0 244,700 244,700 REVENUES FROM OTHER AGENCIES Motor vehicle license fees 0 0 Grant income 0 0 TOTAL REVENUES FROM OTHER AGENCIES 0 0 0 OTHER REVENUES Special Fund Admin 89,700 89,700 CASP Fees 500 500 Successory Agency Admin 0 0 RDA Loan Repayment 215,900 215,900 B-2 CALCULATION OF PROCEEDS OF TAXES PROPOSED BUDGET FY 2018-2019 NON PROCEEDS PROCEEDS Donations 19,000 19,000 PVIC Gift Shop 120,000 120,000 Miscellaneous Revenues 208,300 208,300 TOTAL REVENUES FROM OTHER AGENCIES 0 653,400 653,400 Inter-Fund Transfers Transfers in Public Safety 130,000 130,000 Transfers in Building Replacement 0 0 Transfers in Waste Reduction 0 0 Transfers in Measure A Maintenance 90,000 90,000 TOTAL INTER-FUND TRANSFERS 0 220,000 220,000 TOTAL GENERAL FUND 25,078,500 6,064,600 31,143,100 81%19%100% NON PROCEEDS PROCEEDS ALL FUNDS OF TAXES OF TAXES TOTAL GENERAL FUND 25,078,500 6,064,600 31,143,100 Gas Tax 1,798,600 1,798,600 1972 ACT 300 300 EL PRADO LIGHTING DISTRICT 2,500 2,500 1911 ACT 628,000 628,000 CDBG 139,300 139,300 WASTE REDUCTION 211,700 211,700 AIR QUALITY MANAGEMENT 50,900 50,900 PROPOSITION C 702,400 702,400 PROPOSITION A 849,400 849,400 PUBLIC SAFETY GRANTS 131,000 131,000 MEASURE R 545,400 545,400 MEASURE M 592,100 592,100 FEDERAL GRANTS 453,800 453,800 STATE GRANTS 600,000 600,000 HABITAT RESTORATION 5,000 12,400 SUBREGION 1 MAINTENANCE 8,100 8,100 MEASURE A MAINTENANCE & CAPITAL 91,100 91,100 ABALONE COVE SEWER DISTRICT 57,000 57,000 GINSBURG CULTURAL ARTS BLDG 900 900 DONOR RESTRICTED DONATIONS 17,000 17,000 QUIMBY 73,000 73,000 LOW-MOD INCOME HOUSING 44,700 44,700 AFFORDABLE HOUSING IN LIEU 6,200 6,200 ENVIRONMENTAL EXCISE TAX 116,800 116,800 BIKEWAYS 34,500 34,500 WATER QUALITY 0 0 BEAUTIFICATION FUND 5,000 5,000 CIP 5,121,200 5,121,200 EQUIPMENT REPLACEMENT FUND 327,200 327,200 TOTAL ALL FUNDS 25,078,500 18,677,700 43,763,600 PROCEEDS OF TAXES 25,078,500 GANN LIMIT 30,142,693 % OF GANN LIMIT 83% B-3 May 2018 Dear Fiscal Officer: Subject: Price Factor and Population Information Appropriations Limit California Revenue and Taxation Code section 2227 requires the Department of Finance to transmit an estimate of the percentage change in population to local governments. Each local jurisdiction must use their percentage change in population factor for January 1, 2018, in conjunction with a change in the cost of living, or price factor, to calculate their appropriations limit for fiscal year 2018-19. Attachment A provides the change in California’s per capita personal income and an example for utilizing the price factor and population percentage change factor to calculate the 2018-19 appropriations limit. Attachment B provides the city and unincorporated county population percentage change. Attachment C provides the population percentage change for counties and their summed incorporated areas. The population percentage change data excludes federal and state institutionalized populations and military populations. Population Percent Change for Special Districts Some special districts must establish an annual appropriations limit. California Revenue and Taxation Code section 2228 provides additional information regarding the appropriations limit. Article XIII B, section 9(C) of the California Constitution exempts certain special districts from the appropriations limit calculation mandate. The code section and the California Constitution can be accessed at the following website: http://leginfo.legislature.ca.gov/faces/codes.xhtml. Special districts required by law to calculate their appropriations limit must present the calculation as part of their annual audit. Any questions special districts have on this requirement should be directed to their county, district legal counsel, or the law itself. No state agency reviews the local appropriations limits. Population Certification The population certification program applies only to cities and counties. California Revenue and Taxation Code section 11005.6 mandates Finance to automatically certify any population estimate that exceeds the current certified population with the State Controller’s Office. Finance will certify the higher estimate to the State Controller by June 1, 2018. Please Note: The prior year’s city population estimates may be revised. If you have any questions regarding this data, please contact the Demographic Research Unit at (916) 323-4086. MICHAEL COHEN Director By: AMY M. COSTA Chief Deputy Director Attachment B-4 May 2018 Attachment A 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. The cost of living factor provided here is per capita personal income. If the percentage change in per capita personal income is selected, the percentage change to be used in setting the fiscal year 2018-19 appropriation limit is: Per Capita Personal Income Fiscal Year Percentage change (FY) over prior year 2018-19 3.67 B. Following is an example using sample population change and the change in California per capita personal income as growth factors in computing a 2018-19 appropriation limit. 2018-19: Per Capita Cost of Living Change = 3.67 percent Population Change = 0.78 percent Per Capita Cost of Living converted to a ratio: 3.67 + 100 = 1.0367 100 Population converted to a ratio: 0.78 + 100 = 1.0078 100 Calculation of factor for FY 2018-19: 1.0367 x 1.0078 = 1.0448 B-5 January 1, 2017 to January 1, 2018 and Total Population, January 1, 2018 County City Percent Change 2017-2018 Attachment B 1-1-17 1-1-18 --- Population Minus Exclusions --- Total Population 1-1-2018 Annual Percent Change in Population Minus Exclusions* Fiscal Year 2018-19 Los Angeles Agoura Hills 0.10 20,858 20,878 20,878 Alhambra 0.28 86,420 86,665 86,665 Arcadia 0.34 57,506 57,704 57,704 Artesia 0.07 16,695 16,706 16,792 Avalon 0.18 3,860 3,867 3,867 Azusa 0.70 49,606 49,954 49,954 Baldwin Park 0.32 76,463 76,708 76,708 Bell 0.08 36,297 36,325 36,325 Bellflower 0.28 77,466 77,682 77,682 Bell Gardens 0.19 42,971 43,051 43,051 Beverly Hills 0.18 34,443 34,504 34,504 Bradbury 0.09 1,068 1,069 1,069 Burbank 0.11 107,029 107,149 107,149 Calabasas 0.47 24,183 24,296 24,296 Carson 0.37 93,453 93,799 93,799 Cerritos 0.07 50,025 50,058 50,058 Claremont 0.42 36,293 36,446 36,446 Commerce 0.05 13,061 13,067 13,067 Compton 0.12 99,751 99,872 99,872 Covina 0.21 48,901 49,006 49,006 Cudahy 0.06 24,328 24,343 24,343 Culver City 0.03 39,847 39,860 39,860 Diamond Bar 0.38 57,245 57,460 57,460 Downey 0.42 113,670 114,146 114,146 Duarte 0.06 21,999 22,013 22,013 El Monte 0.22 116,942 117,204 117,204 El Segundo 0.04 16,777 16,784 16,784 Gardena 0.42 60,987 61,246 61,246 Glendale 1.90 201,705 205,536 205,536 Glendora 0.48 52,452 52,703 52,703 Hawaiian Gardens 0.28 14,625 14,666 14,666 Hawthorne 0.07 88,706 88,772 88,772 Hermosa Beach -0.06 19,684 19,673 19,673 Hidden Hills -0.42 1,900 1,892 1,892 Huntington Park 0.08 59,425 59,473 59,473 Industry 0.00 437 437 437 Inglewood 0.07 113,476 113,559 113,559 Irwindale 2.55 1,414 1,450 1,450 *Exclusions include residents on federal military installations and group quarters residents in state mental institutions, state and federal correctional institutions and veteran homes. B-6 January 1, 2017 to January 1, 2018 and Total Population, January 1, 2018 County City Percent Change 2017-2018 Attachment B 1-1-17 1-1-18 --- Population Minus Exclusions --- Total Population 1-1-2018 Annual Percent Change in Population Minus Exclusions* Fiscal Year 2018-19 La Canada Flintridge 0.22 20,638 20,683 20,683 La Habra Heights 0.02 5,453 5,454 5,454 Lakewood 0.07 81,126 81,179 81,179 La Mirada 0.06 49,558 49,590 49,590 Lancaster 0.22 156,594 156,931 161,485 La Puente 0.11 40,640 40,686 40,686 La Verne 0.27 33,169 33,260 33,260 Lawndale 0.08 33,580 33,607 33,607 Lomita 0.27 20,659 20,715 20,715 Long Beach 0.20 477,565 478,498 478,561 Los Angeles 0.82 4,018,531 4,051,443 4,054,400 Lynwood 0.17 71,895 72,015 72,015 Malibu 0.14 12,939 12,957 12,957 Manhattan Beach 0.08 35,961 35,991 35,991 Maywood 0.08 28,021 28,044 28,044 Monrovia 0.13 38,735 38,787 38,787 Montebello 0.29 64,142 64,327 64,327 Monterey Park 0.14 62,154 62,240 62,240 Norwalk 0.28 106,440 106,735 107,546 Palmdale 0.16 158,658 158,905 158,905 Palos Verdes Estates 0.08 13,508 13,519 13,519 Paramount 0.16 55,909 56,000 56,000 Pasadena 0.70 143,379 144,388 144,388 Pico Rivera 0.14 64,170 64,260 64,260 Pomona 0.63 154,718 155,687 155,687 Rancho Palos Verdes 0.22 42,611 42,706 42,723 Redondo Beach 0.11 68,602 68,677 68,677 Rolling Hills 0.05 1,938 1,939 1,939 Rolling Hills Estates 0.06 8,106 8,111 8,111 Rosemead 0.60 54,940 55,267 55,267 San Dimas 0.10 34,471 34,507 34,507 San Fernando 0.17 24,560 24,602 24,602 San Gabriel 0.34 40,781 40,920 40,920 San Marino 0.13 13,255 13,272 13,272 Santa Clarita 0.58 215,348 216,589 216,589 Santa Fe Springs 0.65 18,172 18,290 18,335 Santa Monica 0.12 92,305 92,416 92,416 Sierra Madre 0.12 10,973 10,986 10,986 Signal Hill 1.68 11,555 11,749 11,749 South El Monte 0.09 20,864 20,882 20,882 *Exclusions include residents on federal military installations and group quarters residents in state mental institutions, state and federal correctional institutions and veteran homes. B-7 January 1, 2017 to January 1, 2018 and Total Population, January 1, 2018 County City Percent Change 2017-2018 Attachment B 1-1-17 1-1-18 --- Population Minus Exclusions --- Total Population 1-1-2018 Annual Percent Change in Population Minus Exclusions* Fiscal Year 2018-19 South Gate 0.09 98,047 98,133 98,133 South Pasadena 0.08 26,026 26,047 26,047 Temple City 0.48 36,236 36,411 36,411 Torrance 0.06 149,157 149,245 149,245 Vernon 0.00 209 209 209 Walnut 1.01 30,151 30,457 30,457 West Covina -0.04 108,289 108,245 108,245 West Hollywood 2.53 35,818 36,723 36,723 Westlake Village 0.06 8,353 8,358 8,358 Whittier 0.29 87,117 87,369 87,369 Unincorporated 0.23 1,053,894 1,056,312 1,057,162 0.51 10,221,888 10,274,346 10,283,729County Total *Exclusions include residents on federal military installations and group quarters residents in state mental institutions, state and federal correctional institutions and veteran homes. B-8