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HomeMy WebLinkAboutItem 11e - Establishing an Appropriation Limit STAFF REPORT ADMINISTRATIVE SERVICES DEPARTMENT DATE: June 2, 2026 TO: Honorable Mayor and City Council FROM: Henry Chen, Administrative Services Director SUBJECT: RESOLUTION NO. 7695 ESTABLISHING AN APPROPRIATION LIMIT FOR FISCAL YEAR 2026-27 PURSUANT TO ARTICLE XIII-B OF THE CALIFORNIA CONSTITUTION CEQA: Not a Project Recommendation: Adopt SUMMARY Article XIII-B of the State Constitution imposes a limit (known as “the GANN Limit”) on tax proceeds that can be appropriated for expenditures in any given fiscal year. Section 7910 requires the City of Arcadia to establish the GANN Limit by resolution. As calculated, the City’s expenditures subject to the GANN Limit are $75,892,700 versus a calculated GANN Limit of $131,848,699, meaning that the City is under the GANN Limit by $55,955,999. It is recommended that the City Council adopt Resolution No. 7695 establishing the annual adjustment factors and the resultant GANN Limit for the Fiscal Year 2026-27. DISCUSSION In November 1979, the voters of the State of California approved Proposition 4, commonly known as the GANN Initiative. This proposition created Article XIII-B of the State Constitution, placing limits on the amount of revenue that can be spent by any city government. Each government was allocated a base year GANN Limit, which is adjusted annually for inflation and population growth. The law also requires an annual review of the GANN Limit calculation. Certain revenues do not count towards the annual GANN Limit. For instance, the expenditure of tax proceeds on voter-approved debt, and the costs of complying with Establishing Fiscal Year 2026-27 Appropriation Limit June 2, 2026 Page 2 of 3 Court orders and Federal mandates are not counted as they are restricted for certain purposes. Similarly, if the State specifies that funds transmitted to cities are restricted in their use (e.g., State Gas Tax), they are excluded in the calculation of the City’s GANN Limit. To measure inflation, each City may choose the greater of: (1) the growth in the California Per Capita Income, or (2) the growth in the non-residential assessed valuation due to new construction within the City. Currently, the data necessary to calculate the increase in the non-residential assessed valuation is not available from the Los Angeles County Assessor. Thus, the change of California Per Capita Income at 4.95% has been used as the inflationary adjustment factor in the calculation of the Appropriation Limit. The second factor for calculating the GANN Limit is the change in population. Cities may use whichever is greater: the population growth of Los Angeles County or that of the City. In 2026, the population growth rate was -0.64% in the LA County, while the City’s population growth rate was 1.36%. As a result, the City’s growth factor will be used for the FY 2026-27 GANN Limit calculation. Exhibit “B” provides a summary demonstration of the City’s compliance with Article XIII-B of the California State Constitution for the fiscal year ending June 30, 2027. Starting with the figures in Exhibit “C”, the City’s Proceeds of Taxes total $76,508,700. This amount is reduced by the Medicare exclusion of $616,000, identified in Exhibit “D,” resulting in appropriations subject to the limit of $75,892,700. The City’s FY 2026– 27 Appropriations Limit, calculated in Exhibit “A,” is $131,848,699. Accordingly, Exhibit “B” shows that the City of Arcadia is under its Appropriations Limit by $55,955,999. ENVIRONMENTAL ANALYSIS The proposed action does not constitute a project under the California Environmental Quality Act (“CEQA”), and it can be seen with certainty that it will have no impact on the environment. Establishing Fiscal Year 2026-27 Appropriation Limit June 2, 2026 Page 3 of 3 FISCAL IMPACT The GANN Limit for the City of Arcadia in FY 2026-27 is established at $131,848,699. The appropriations subjected to the GANN Limit in the Annual Budget are $75,892,700, which are well within the GANN Limit. Therefore, the City may fully expend all funds appropriated in the FY 2026-27 Budget and has capacity for additional appropriations during the year as necessary. RECOMMENDATION It is recommended that the City Council determine that this action is not a project under the California Environmental Quality Act (“CEQA”); and adopt Resolution No. 7695 establishing an appropriation limit for Fiscal Year 2026-27 pursuant to Article XIII-B of the California Constitution. Attachments: Exhibit “A” - Appropriation Limit for Fiscal Year 2026-27 Exhibit “A-1” - Population/Inflationary Adjustment Exhibit “B” - Appropriations Subject to Limitation Exhibit “C” - Calculation of Proceeds Exhibit “C-1” - Interest Earnings produced by Taxes Exhibit “D” - Exclusions Resolution No. 7695 EXHIBIT "A" AMOUNT A. LAST YEAR'S LIMIT (2025-2026)123,941,248$ B. ADJUSTMENT FACTORS: CITY OF ARCADIA POPULATION GROWTH 1.0136 PER CAPITA COST OF LIVING CHANGE AS A RATIO 1.0495 TOTAL ADJUSTMENT 1.0638 C. ANNUAL ADJUSTMENT 7,907,452 D. FISCAL 2026-2027 LIMIT 131,848,699$ CITY OF ARCADIA APPROPRIATIONS LIMIT FISCAL YEAR 2026-2027 EXHIBIT "A-1" AMOUNT PERCENTAGE CHANGE IN PER CAPITA PERSONAL INCOME 4.95% POPULATION GROWTH - LOS ANGELES COUNTY -0.64% POPULATION GROWTH - CITY OF ARCADIA 1.36% SOURCE: DEPARTMENT OF FINANCE, STATE OF CALIFORNIA CITY OF ARCADIA POPULATION/COST OF LIVING ADJUSTMENT FISCAL YEAR 2026-2027 EXHIBIT "B" AMOUNT SOURCE A. PROCEEDS OF TAXES GRAND TOTAL 76,508,700$ EXHIBIT C B. EXCLUSIONS (MEDICARE TAX)(616,000) EXHIBIT D C. APPROPRIATIONS SUBJECT TO LIMITATION 75,892,700$ D. FISCAL 2026-2027 LIMIT 131,848,699 EXHIBIT A E. OVER/(UNDER) LIMIT (55,955,999)$ CITY OF ARCADIA APPROPRIATIONS SUBJECT TO LIMITATION FISCAL YEAR 2026-2027 EXHIBIT "C" REVENUE PROCEEDS OF TAXES NON PROCEEDS OF TAXES TOTAL Property Ta x 22,023,900$ -$ 22,023,900$ Public Safety Augmentation 670,600 - 670,600 Sales & Use Ta x 25,305,100 - 25,305,100 Transient Occupancy Ta x 5,126,600 - 5,126,600 Property Transfer Tax 597,500 - 597,500 Utility Users Ta x 9,999,400 - 9,999,400 Business License Tax 1,257,300 50,000 1,307,300 TOTAL TAXES 64,980,400$ 50,000$ 65,030,400$ FROM STATE Motor Vehicle In Lieu 10,029,100$ -$ 10,029,100$ Gasoline Ta x - 1,646,300 1,646,300 Road Maint./Rehabilitation (SB1)- 1,595,900 1,595,900 Homeowner's Exemption 70,000 - 70,000 POST - 2,000 2,000 SB 90 Reimbursements - 10,000 10,000 TOTAL FROM STATE 10,099,100$ 3,254,200$ 13,353,300$ OTHER GOVERNMENTS Community Development (CDBG)-$ -$ -$ Citizens Options for Public Safety - 200,000 200,000 Homeland Security - -- OTS Grant - 110,000 110,000 Other (PROP A&C) Taxes - 2,639,900 2,639,900 Prop A Park Maint. & Services - -- Measure R - 897,700 897,700 Measure M - 1,017,400 1,017,400 Used Oil Grant - 8,000 8,000 Beverage Container Recycling Grant - 14,200 14,200 AQMD (AB2766)- 74,000 74,000 TOTAL OTHER GOVERNMENTS -$ 4,961,200$ 4,961,200$ CITY OF ARCADIA CALCULATIONS OF PROCEEDS FISCAL YEAR 2026-2027 EXHIBIT "C" REVENUE PROCEEDS OF TAXES NON PROCEEDS OF TAXES TOTAL CITY OF ARCADIA CALCULATIONS OF PROCEEDS FISCAL YEAR 2026-2027 LOCALLY RAISED LICENSES AND PERMITS Franchise Fee -$ 1,069,800$ 1,069,800$ Parking Permits -610,000 610,000 Plan Check Fees - 1,850,000 1,850,000 Building Permits - 2,200,000 2,200,000 Mechanical, Electrical & Plumbing Permits - 500,000 500,000 Home Occupation Permits - 12,100 12,100 Miscellaneous Permits - 10,500 10,500 Planning Applications - 350,000 350,000 Fire Plan Check - 300,000 300,000 Engineering Permit Fees - 160,000 160,000 Fire Code Permit Fees -180,000 180,000 Fire Code Inspections - 90,000 90,000 Off-site Improvement - -- Water Landscape Review - 101,500 101,500 Technology Fee - 275,000 275,000 Unoccupied Residences - 1,700 1,700 Storm Water Plan Check Fees - -- SB1473 building Permit - 1,000 1,000 PEG - 65,000 65,000 Charges for Current Service -5,512,000 5,512,000 Recreation Activities - 1,642,000 1,642,000 Library Charges - 102,000 102,000 Rent & Royalty - 1,534,000 1,534,000 Transportation Impact fees - 400,000 400,000 Fire Impact fees - 125,000 125,000 Solid Waste Assessments - 700,000 700,000 Park/Dwelling Unit Fees -1,500,000 1,500,000 TOTAL LICENSES & PERMITS -$ 19,291,600$ 19,291,600$ EXHIBIT "C" REVENUE PROCEEDS OF TAXES NON PROCEEDS OF TAXES TOTAL CITY OF ARCADIA CALCULATIONS OF PROCEEDS FISCAL YEAR 2026-2027 FINES & PENALTIES Miscellaneous Fines -$ 10,000$ 10,000$ Parking Citations - 500,000 500,000 Code Violations - 40,000 40,000 Fire Citations - 500 500 Planning Fines - 1,000 1,000 TOTAL FINES & PENALTIES -$ 551,500$ 551,500$ OTHER REVENUE Parimutual Receipts 290,000$ -$ 290,000$ Admin. O/H Transit - 147,100 147,100 Admin. O/H Water - 1,587,100 1,587,100 Admin. O/H Sewer - 300,000 300,000 Admin. O/H Lighting District - 128,000 128,000 Admin. O/H Redevelopment - 4,400 4,400 Court Appearances - 5,000 5,000 Waste Management Admin. Fees - 150,000 150,000 TOTAL OTHER REVENUE 290,000$ 2,321,600$ 2,611,600$ Total Estimated Revenues Before Revenue from Use of Money 75,369,500$ 30,430,100$ 105,799,600$ Revenue Earned from Use of Money Earned on Non-Proceeds -$ 727,200$ 727,200$ of Taxes: Funds 104, 107, 112, 114, 118 142, 151, 153, 155, 156, 157, 161, 165 Proceeds of Taxes: Fund 302 -408,800 - General Fund 1,139,200 460,800 1,600,000 TOTAL REVENUE EARNED FROM USE OF MONEY 1,139,200$ 1,596,800$ 2,327,200$ GRAND TOTAL 76,508,700$ 32,026,900$ 108,126,800$ EXHIBIT "C-1" AMOUNT PROCEEDS OF TAXES (EXCLUDING INTEREST)75,369,500$ TOTAL REVENUE (EXCLUDING INTEREST)105,799,600$ PERCENT APPLICABLE TO PROCEEDS OF TAXES 71.20% TOTAL INTEREST BUDGETED FOR GENERAL FUND 1,600,000$ INTEREST APPLICABLE TO PROCEEDS OF TAXES 71.20%1,139,200$ INTEREST APPLICABLE TO NON-PROCEEDS OF TAXES 28.80%460,800$ INTEREST DIRECTLY IDENTIFIED TO THE FUNDS WHICH REVENUES ARE IDENTIFIED AS NON PROCEEDS OF TAXES - FUND 104, 107, 108, 112, 114, 118, 142, 151, 153, 155, 156, 157, 161, 165 727,200$ INTEREST DIRECTLY IDENTIFIED TO FUNDS WHICH REVENUES ARE IDENTIFIED AS PROCEEDS OF TAXES - FUND 302 -$ CITY OF ARCADIA INTEREST EARNINGS PRODUCED BY TAXES FISCAL YEAR 2026-2027 EXHIBIT "D" FEDERAL MANDATED COSTS: MEDICARE TAX 616,000$ CITY OF ARCADIA EXCLUSIONS FISCAL YEAR 2026-2027