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HomeMy WebLinkAboutItem No. 04 - FY 2023-24 Gann Limit Page 1 of 2 REPORT TO CITY COUNCIL To:Honorable Mayor and Members of the City Council From:Jason Simpson, City Manager Prepared by:Shannon Buckley, Assistant City Manager Date:July 11, 2023 Subject:Adoption of the Fiscal Year 2023-24 Gann Limit Recommendation Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, ESTABLISHING THE APPROPRIATIONS GANN LIMIT FOR FY 2023-24 AND SELECTING THE POPULATION AND INFLATION FACTOR ACCORDINGLY. Background On June 13, 2023 Council adopted a resolution establishing the appropriations Gann Limit for FY 2023-24. The schedule attached to the resolution was incorrect. Discussion Under Government Section 7910, the City Council is required, on an annual basis, to adopt by resolution the "Gann" Appropriations Limit. The Appropriations Limit restricts the revenue that can be appropriated in any fiscal year. The Limit is adjusted each year based on the change in the population and either the change in non-residential assessed valuation or the change in California per capita income. The Limit for the FY2023-24 is based on California's per capita income. Using population and per capita personal income data provided by the State Department of Finance, the City's Appropriations Limit for FY2023-24 has been computed to be $128,984,827. Appropriations subject to the Limit in the proposed FY2023-24 budget total $46,864,189, which is $82,120,638 less than the computed Limit. Additional appropriations to the budget are funded by non-tax sources such as service charges, restricted revenues from other agencies, grants, or beginning fund balances would be unaffected by the Appropriations Limit. However, any supplemental appropriations funded through increased tax sources could not exceed the $82,120,638 variance indicated above. Further, any overall actual receipts from tax sources greater than $82,120,638 from the budget estimates will result in proceeds from taxes above the City's Appropriations Limit, requiring refunds of the excess within the next two fiscal years or voter approval to increase the City's Appropriations Limit. FY 2023-24 Gann Limit Page 2 of 2 Fiscal Impact The Proposed FY2023-24 Gann Limit will set the maximum revenue appropriation at $128,984,827. Attachments Attachment 1 - Resolution Gann Limit FY 23-24 Exhibit A - Appropriations Limit Calculation RESOLUTION NO. 2023- RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, ESTABLISHING THE APPROPRIATIONS GANN LIMIT FOR FY 2023-24 AND SELECTING THE POPULATION AND INFLATION FACTOR ACCORDINGLY Whereas, Voters approved Proposition 4, the “Gann Limit” Initiative, on November 6, 1979, in a statewide special election ballot as an initiated constitutional amendment, which would limit the growth in appropriations, made by the state and individual local governments. The limit in the rate of growth is the percentage increase in the cost of living and the percentage increase in the state or local government's population. Require state and local governments to return any funds to taxpayers in excess of the amount appropriated for a given fiscal year. Require the state to reimburse local governments for the cost of complying with state mandates. NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS: Section 1. The Appropriations Limit will be calculated based on the changes in City population and California per capita personal income. Section 2. The Appropriations Limit for the City of Lake Elsinore for FY 2023-24, attached hereto, (Exhibit A) is hereby adopted. Section 3. The City Clerk shall certify to the adoption of this Resolution and shall cause a certified Resolution to be filed in the office of the City Clerk. Passed and Adopted on the 11th day of July 2023. ________________________________ Natasha Johnson, Mayor Attest: _______________________ Candice Alvarez, City Clerk STATE OF CALIFORNIA ) COUNTY OF RIVERSIDE ) ss. CITY OF LAKE ELSINORE ) I, CANDICE ALVAREZ, City Clerk of the City of Lake Elsinore, California, do hereby certify that Resolution No. 2023-___ was adopted by the City Council of the City of Lake Elsinore, California, at the regular meeting of July 11, 2023, and that the same was adopted by the following vote: AYES: NOES: ABSENT: ABSTAIN: Candice Alvarez, City Clerk 2022 - 2023 Appropriations Limit:123,526,080$ Price/Population Factor for FY 2020-2021: X =1.0441911 2023-2024 Appropriations Limit:128,984,827$ Amount subject to the limit 46,864,189$ Is the amount subject to the limit below the limit?Yes B Change in Per Capita Personal Income:B City Population Factor: 4.44 -0.02 2022 - 2023 factors converted to a ratio:1.0444 0.9998 Appropriations Limit 6/30/2023 CITY OF LAKE ELSINORE