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HomeMy WebLinkAbout5.14 Adoption of an Appropriations Limit for Fiscal Year 2025-26 STAFF REPORT CITY COUNCIL Page 1 of 2 Agenda Item 5.14 DATE: June 17, 2025 TO: Honorable Mayor and City Councilmembers FROM: Colleen Tribby, City Manager SUBJECT: Adoption of an Appropriations Limit for Fiscal Year 2025-26 Prepared by: Darlynn Haas, Management Analyst II EXECUTIVE SUMMARY: The City Council will consider adoption of the annual Appropriations Limit in accordance with state law. The City of Dublin’s Limit for Fiscal Year 2025-26 is $527,518,172, which exceeds the City’s related appropriations by $424,819,201. STAFF RECOMMENDATION: Adopt the Resolution Adopting an Appropriations Limit for Fiscal Year 2025-26. FINANCIAL IMPACT: None. DESCRIPTION: Background Each year, the City Council is required by state law to adopt an Appropriations Limit, also known as the Gann Limit, in conjunction with the annual budget process. The Appropriations Limit caps state and local government spending on tax-funded services at a base level, which was set with the 1978-79 fiscal year and is adjusted each year for population growth and inflation. The Limit’s restriction applies to appropriating monies categorized as “Proceeds of Taxes.” The Limit is carried forward each year and is subject to an adjustment in accordance with a specified formula that includes the following factors (the City has the discretion to choose one factor from each number below): 1. Change in the City population or change in Alameda County population. 2. Change in State per capita personal income or change in the “Non-residential New Construction.” 546 Page 2 of 2 Fiscal Year 2025-26 Proposed Appropriations Limit Staff has prepared the calculations necessary to adopt the Limit for Fiscal Year 2025-26 in accordance with State law and with the Uniform Guidelines of the League of California Cities. The discretionary factors selected in calculating the 2025-26 Limit are: (1) Change in City population; and (2) Change in State per capita income. The first discretionary factor relates to population change. Agencies may choose either the change in city population or county population. For Fiscal Year 2025-26, the City of Dublin experienced a population increase of 2.17%, compared to a smaller increase of 0.31% in Alameda County (as reported in the California Department of Finance’s Price and Population Information). Since the City’s population growth is higher, it was selected as the adjustment factor. The second discretionary factor relates to State per capita personal income or local assessed valuation of “Non-residential New Construction.” According to the California Department of Finance, the per capita personal income increased by 6.44%. In contrast, data from the Alameda County Assessor showed a 0.12% increase attributable to Non-residential New Construction in Fiscal Year 2024-25. Since the per capita personal income growth rate was higher, it was selected as the second adjustment factor. Based on the selected adjustment factors, the Appropriations Limit for Fiscal Year 2025-26 has been calculated at $527,518,172. This reflects an applied adjustment factor of 1.0875 to the prior year’s Limit. The Proposed Fiscal Year 2025-26 Budget includes $102,698,971 in appropriations subject to the Limit, categorized as “Proceeds of Taxes.” As a result, the appropriations remain below the allowed Limit, with a margin of $424,819,201. STRATEGIC PLAN INITIATIVE: None. NOTICING REQUIREMENTS/PUBLIC OUTREACH: A Public Notice was posted on June 2, 2025, stating that the factors used in calculating the Appropriations Limit were available for public review. The notice was also displayed on the City website and the information is contained in the Proposed Budget fo r Fiscal Year 2025-26. The City Council Agenda was posted. ATTACHMENTS: 1) Resolution Adopting an Appropriations Limit for Fiscal Year 2025 -26 2) Exhibit A to the Resolution – Calculation of Fiscal Year 2025-26 Appropriations Limit 547 Attachment I Reso. No. XX-25, Item X.X, Adopted XX/XX/2025 Page 1 of 2 RESOLUTION NO. XX – 25 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DUBLIN ADOPTING AN APPROPRIATIONS LIMIT FOR FISCAL YEAR 2025-26 WHEREAS, State law requires that an Appropriations Limit be adopted by the City Council in conjunction with the Annual Budget process ; and WHEREAS, Article XII B of the California Constitution places certain restrictions on appropriations made by cities; and WHEREAS, the restrictions are applicable to appropriations, which meet the definition of a “Proceeds of Taxes”; and WHEREAS, the law allows the option to select discretionary factors to be used in the calculation of the Appropriations Limit; and WHEREAS, one of the discretionary factors the City must select between is: (A) the change in City population, or (B) Countywide population. The City has selected the change in City population; and WHEREAS, for the second discretionary factor, the City must select between: (1) the change in the State per capita income, or (2) the change in the assessed valuation of local non - residential New construction. The City has selected the change in the State per capita income ; and WHEREAS, the calculation of the Appropriations Limit for Fiscal Year 2025-26 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 Fiscal Year 2025-26 City of Dublin Appropriations Limit as $527,518,172. BE IT FURTHER RESOLVED that the limit has been calculated in accordance with State law as is shown in Exhibit A, attached hereto. {Signatures on the following page} 548 Reso. No. XX-25, Item X.X, Adopted XX/XX/2025 Page 2 of 2 PASSED, APPROVED AND ADOPTED this 17th day of June 2025, by the following vote: AYES: NOES: ABSENT: ABSTAIN: ______________________________ Mayor ATTEST: _________________________________ City Clerk 549 Attachment 2 Exhibit A to the Resolution EXHIBIT A CALCULATION OF FISCAL YEAR 2025-26 APPROPRIATIONS LIMIT (Based on Fiscal Year 2024-25 Limit) A. Selection of Optional Factors 1. Change in population – City vs. County. Factors 1/1/2025 1/1/2024 % Increase a. City of Dublin 74,031 72,462 2.17% b. County of Alameda 1,660,751 1,655,644 0.31% The City selected Factor 1a. City of Dublin population change 2.17% 2. Change in State per capita personal income vs. City non-residential building construction. Factors % Change a. Change in State per capita personal income 6.44% b. Change in non-residential assessed valuation 0.12% The City selected Factor 2a. Change in State per capita personal income 6.44%. B. Fiscal Year 2025-26 Growth Adjustment Factor Calculation of factor for Fiscal Year 2025-26: X*Y = 1.0217*1.0644 = 1.0875 X = Selected Factor #1a + 100 = 2.17+100 = 1.0217 100 100 Y = Selected Factor #2a + 100 = 6.44+100 = 1.0644 100 100 C. Calculation of Appropriations Limit Fiscal Year 2024-25 Appropriations Limit $485,074,181 Fiscal Year 2025-26 Adjustment Factor x 1.0875 Fiscal Year 2025-26 Appropriations Limit $527,518,172 550