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CI~Y OF SAN BERNARDINO
REQUEST FOR COUNCIL ACTION
From:
BARBARA PACHON,
DIRECTOR OF FINANCE
Subject:
Appropriation Limit for
Fiscal Year 1997-1998
Dept:
FINANCE
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Date:
August 1, 1997
Synopsis of Previous Council action:
July 13, 1995 - Resolution #95-235 adopted.
June 16, 1996 - Resolution #96-154 adopted.
AUG 1 3 1997
Recommended motion:
Adopt Resolution.
~~ /lZk
~ Signature
Contact person: Barbara Pachon. Director of Finance
Phone:
x - 5242
Supporting data attached: Staff reoort
Ward:
FUNDING REQUIREMENTS:
Amount:
Source: (Acct. No.)
(Acct. Oescriotion)
Finance:
Council Notes:
Agenda Item
q/~J!tL
No . -.1J
Res 97- ;25~
.
CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
STAFF REPORT
BACKGROUND
Article XllIB of the Constitution of the State of California requires annual Appropriations Limits
for local jurisdictions. This limitation is calculated using two factors provided by the State
Department of Finance. The first factor is a cost of living factor based on changes in California
Per Capita Personal Income. The second factor is the percentage change in population for San
Bernardino County. Effective January I, 1997, the change in California Per Capita Personal
Income is 4.67% and the change in San Bernardino County's population is .09%.
In Accordance with Proposition Ill, passed by California voters on June 5, 1990, the FY 1986-
1987 appropriation limit is to be used as the base year in calculating annual appropriation limits
thereafter. The City's FY 1997-98 Appropriation Limit is 1.9935 times the base year limit of
$72,956,219 which equals $145,438,223.
Total Appropriations for FY 1997-1998, subject to the limitation, equal $99,155,800, which is
$46,282,423 below the City's FY 1997-1998 Appropriations Limit of $145,438,223.
RECOMMENDATION
Adopt Resolution.
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CITY OF SAN BERNARDINO
1997 -1998
APPROPRIATION LIMITATION COMPUTATION
(PERMITTED GROWTH RATE)
1997-1998
CPI CHANGE
4.67%
POPULATION CHANGE (SAN BERNARDINO COUNTY)
0.09%
CPI CHANGE CONVERTED TO A RATIO
1.0467
POPULATION CHANGE CONVERTED TO A RATIO
1.0009
CALCULATION
1.0467 X 1.0009 =
1.0476
1996-1997 LIMIT
1.9029 X 1.0476 =
1.9935
_997-98 APPROPRIATION LIMIT
BASE YEAR (1986/87)
$ 72,956,219
X 1.9935 = $ 145,438,223
FOOTNOTE:
1 - PRIOR YEAR
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OTAL 1997/98 BUDGET
CITY OF SAN BERNARDINO
1997-1998
APPROPRIATIONS SUBJECT TO LIMIT
.ESS APPROPRIATIONS NOT SUBJECT TO LIMITATION:
,NTERPRISE FUNDS:
REFUSE FUND
TOTAL
NTERNAL SERVICE FUNDS:
CENTRAL SERVICES
LIABILITY INSURANCE
TELEPHONE SUPPORT
UTILITY FUND
MOTOR POOL
WORKER'S COMP
aNAGMT INFO SYSTEM
. TOTAL
CAPITAL PROJECTS
126-369-5504-7057
126-369-5504-7097
129-367-5504-7060
129-367-5504-7064
129-367-5504-7068
129-367-5504-7091
129-367-5504-7101
129-367-5504-7102
129-367-5504-7103
129-367-5504-7104
242-362-5504-1996
242-362-5504-7093
242-362-5504-7094
242-362-5504-7106
245-365-5504-7109
245-365-5504-7110
248-368-5504-1761
TOTAL
527
621
629
630
631
635
678
679
Tippecanoe Ave Cr. to SB Ave rehab. pavement
Various streets-rehab pavement
State St - Baseline to 16th-Pave ROW & TS
Ria~o Ave & Twin Crt< - Widen Bridge
Kendall Dr. @ Cable Crk- Widen Bridge
Mt. Vernon Grade separation-right of way
Various streets-rehab pavement
Ria~o Ave., wlo Ranch-Construt sidewalk, retain. wall
Sierra Way, Mill Street to Rialto-rehab pavement
Mill St, Mt. Vernon-"I" Street - rehab pavement
Orange Show Rd. Construction
otto Gericke Realignment-Art Townsend
Preliminary Seismic retrofit
MilVTippencanow-Lena
Arrowhead, 3rd-Bth Install 8-12 relief sewers
Waterman, 4th Baseline Install relief sewers
Baily Creek-Belmontto Ohio, debris basin
TOTAL EXCLUSIONS NOT SUBJECT TO UMITATlON
TOTAL APPROPRIATIONS SUBJECT TO LIMITATIONS
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$ (16,001,500)
(249,400)
(2,180,400)
(761,600)
(3,167,700)
(3,811,800)
(2,407,700)
(2,300,000)
(329,000)
(500,000)
(480,000)
(247,500)
(100,000)
(300,000)
(500,000)
(100,000)
(125,000)
(155,000)
(11,600,000)
(700,000)
(1,300,000)
(1,268,000)
(300,000)
(539,000)
(300,000)
$ 148,879,400
(16,001,500)
(14,878,600)
(18,843,500)
(49,723,600)
$ 99,155,800
CITY OF SAN BERNARDINO
SUMMARY OF REVENUES, EXPENDITURES, AND TRANSFERS
FISCAL YEAR 1997 . 1998
: ~\~t4}~} 7~~~ ~~~L,
-FUNDf-- - '-'-""'-1'-
.~U.l~;;::;;;r~"',, ..,},If' ~ru,
~~~~~i::;!1. ;g"'!'~6~~ ~1',:~~:9~~~~'.":"TcJrAL~" =2~
ES\ ' ft", - UOOE:r.~ :!EXPENS ~SFER 1'DEDUci~ ?~
.....J.
328,500
101-GENERAL.:FUND,~:'1:"''tlL'1''~ 2,520,700 71,009,400 5,264,400 78,794,500 76,248,900 2,217,100 78,466,000
;PEC~REVENUE.ElIN~:lll
105 LIBRARY 0 137,000 2,038,000 2,175,000 2,175,000 0 2,175,000 0
106 CEMETERY (194,400 187,800 0 16,600 207,500 0 207,500 (214,100)
107 CABLE TELEVISION 83,000 0 0 83,000 0 83,000 83,000 0
108 ASSET FORFEITURE 143,500 33,100 0 176,600 110,000 0 110,000 66,600
109 PARKING & BUSINESS IMPR 37,900 146,000 0 183,900 32,300 98,300 130,600 53,300
110 PARKING DISTRICT 86,300 242,100 98,300 426,700 279,000 66,600 345,600 81,100
111 TRANSPORTATION 334,600 209,900 0 544,500 150,400 81,500 231,900 312,600
122 ARTICLE 8 - L TF 73,100 47,900 26,700 147,700 133,500 0 133,500 14,200
124 ANIMAL CONTROL 0 712,000 131,100 843,100 843,100 0 843,100 0
126 SPECIAL GAS TAX 1,910,200 3,642,000 0 5,552,200 2,957,100 2,595,100 5,552.200 0
527 REFUSE 1,292.100 14,014,200 0 15.306.300 14,170,300 1,831,200 16,001.500 1695,200)
128 TRAFFIC SAFETY 10,600 28.000 0 38,600 0 28,000 28,000 10,600
129 1/2 CENT SALES & RD TAX 3,287,200 1.710,000 0 4.997.200 4,806,000 190,700 4,996,700 500
130 FISCALINI FIELD (115,000 0 0 /115.000) 0 0 0 (115.000)
131 SB 300 FUND 522,000 0 0 522,000 457.000 20,000 477,000 45,000
132 SEWER LINE MAINT 1.758.700 1.400,000 0 3.158,700 2,338,700 100.000 2,438.700 720.000
133 BASEBALL STADIUM (123.600) 557.500 0 433.700 325,200 0 325,200 108,500
~se~ ",ll6T;500j - 'OQ; 1li!Il'461;6OOl at~JilOOl ~il9c+.4OO; 1i3f;o79,5OQ'l !;~i";'Q[);
BOJEtlliEU
241 UBLlC PARK EXTENSION 34.900 0 48,000 82,900 71.400 0 71.400 11.500
242 STREET CONSTRUCTION 865,900 15,164,000 0 16.029.900 15,185,300 0 15,185,300 844,600
243 PARK CONSTRUCTION 962.900 170,000 0 1,132,900 1,130,500 0 1.130,500 2,400
244 CEMETERY CONSTR 12.500 5,000 0 17,500 0 0 0 17 ,500
245 SEWER LINE CONSTR 3.999,600 303.000 0 4,302.600 2,555,200 100.000 2.655.200 1,647.600
246 INDIAN BINGO 377,700 9.000 0 386.700 0 0 0 386,700
247 CULTURAL DEVELOPMENT 10.000 50,000 0 60.000 0 54,000 54.000 6,000
1248 STORM DRAIN CONSTR 2.838,600 405.000 0 3.243,600 1.022.400 100,000 1,122,400 2.121,200
1250 TRAFFIC SYSTEM CONSTR 109,100 461,500 0 570.600 511,500 25.000 536,500 34.100
1257 CITYWlDEA0994 700.000 0 0 700,000 700.000 0 700,000 0
I - '-, '_TOTAL:0APITALle~""';91~e:567;5OQ! IlOO1 ".26,526,900,\ ~~1,'l76,3OO; ""'i:279tOOO~ -,21.455,300 :5,071,600
INTERNAL'SERVlCEI;UN~~
621 CENTRAL SERVICES FUND 25,000 260.000 0 285.000 249,400 0 249,400 35,600
629 LIABILITY INSURANCE (201,600 2.192,600 0 1.991,000 2,180,400 0 2.180,400 (189,400)
630 TELEPHONE SUPPORT (19,600 763.300 0 743.700 745,600 16.000 761,600 (17,900)
631 UTILITY FUND 20,700 3,167,700 0 3,188,400 3,167,700 0 3.167,700 20,700
635 MOTOR POOL 37.700 3.798.100 0 3.835,800 3,811,600 0 3,811.600 24,000
678 WORKER'S COMP /4.832,900 2,429,200 0 12,403.700 2,407,700 0 2,407,700 (4.811,400)
679 MANAGMT INFO SYSTEM 189.500 2,111,700 0 2,301.200 2.300,000 0 2.300,000 1,200
TOTAL INTERNAL SERVICE {4,781 ,200) ,14,722,600 0 9,941,400 - 14,862,600 16,000 14:878.600 (4,937.200)
DW ~..~
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Enclosure II
Annual Percent Change in Population Minus Exclusions. January 1, 1996
to January 1,1997 and Total Population January 1, 1997
Total
County Percent Change _ Population Minus Exclusions - Population
City 1996.97 1.1.96 1.1.97 1.1.97
SAN BERNARDINO
ADELANTO 2.24 12905 13194 13613
APPLE VALLEY 0.14 52756 52829 52829
BARSTOW -0.78 22264 22091 22091
BIG BEAR LAKE -0.22 5949 5936 5936
CHINO -0.55 55503 55199 62671
CHINO HILLS 3.48 49689 51418 51418
COLTON 0.43 44443 44633 44633
FONTANA 1.06 103108 104201 104201
GRAND TERRACE -0.62 13181 13099 13099
HESPERIA 0.42 59287 59535 59535
HIGHLAND 0.60 40418 40659 40659
LOMA LINDA -0.27 21172 21115 21115
MONTCLAIR .0.63 29923 29735 29735
NEEDLES -0.19 5738 5727 5727
e ONTARIO -0.81 142229 141082 141082
RANCHO CUCAMONG 0.24 115768 116045 116045
REDLANDS -0.54 65555 65202 65202
RIAL TO 0.07 80192 80249 80249
SAN BERNARDINO -0.43 179350 178571 180306
TWENTYNINE PALMS -0.58 12680 12606 14682
UPLAND -0.60 66133 65733 65733
VICTORVILLE 0.81 59920 60406 60406
YUCAIPA 0.32 37394 37515 37515
YUCCA VALLEY .0.60 18604 18492 18492
UNINCORPORATED 0.11 257836 258121 280413
COUNTY TOTAL ~ 1551997 1553393 1587387
... . Exclusions include residents in state mental institutions. federal military installations, and state and federal prisons.
. Page 1
-May I, 1997
Enclosure 1
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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 changes to be used in setting the 1997-98 appropriation lirnit are:
Per Capita Personal Income
Fiscal
Year (FY)
Percentage change
over prior year
1997-98
4.67
B.
Following is an example using sample population change and the change in
California per capita personal income as growth factors in computing a 1997-98
appropriations limit.
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1997-98:
Per Capita Change = 4.67 percent
Population Change = 1.35 percent
Per Capita converted to a ratio:
4.67 + 100 -1 6
100 -.04 7
Population converted to a ratio:
1.35 + 100
100
1.0135
Calculation of factor for FY 97-98:
1.0467 x 1.0135 = 1.0608
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CITY OF
San Bernardino
FINANCI DIPAIlTIIENT
BARBARA PACHON
DIRECTOR OF FINANCE
August 13, 1997
iJJBLlC NOTlCR
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The calculation information on the City of San Bernardino's
Appropriation Limit under Article XIIIB of the State Constitution
is available for public inspection during the hours of 7:30a.m. to
5:30p.m. Monday through Thursday and 7:30a.m. to 4:30p.m. on
alternating Fridays in the City of San Bernardino's Finance
Department at 300 North D Street.
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300 NOATH 0 STREET. S4N 8I:ANAAOINO.
CALIFORNIA '2418.01]01 (101)314-5242
PRIDE -I
'OESS