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Item 11 - Adopt a Resolution Establishing the Appropriations Limit FY 24/25
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Item 11 - Adopt a Resolution Establishing the Appropriations Limit FY 24/25
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6/17/2024 11:55:33 AM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
11
Date
6/18/2024
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Finance and Management Services <br />www.santa-ana.org/finance <br />Item # 11 <br />City of Santa Ana <br />20 Civic Center Plaza, Santa Ana, CA 92701 <br />Staff Report <br />June 18, 2024 <br />TOPIC: Adopt a resolution establishing the appropriations limit for 2024-25 <br />AGENDA TITLE <br />Adopt a Resolution Establishing the Appropriations Limit of the City of Santa Ana for FY <br />2024-25 <br />RECOMMENDED ACTION <br />Adopt a resolution establishing the appropriations limit of the City of Santa Ana for FY <br />2024-25, as required by state law. <br />RESOLUTION NO. 2024-XXX entitled A RESOLUTION OF THE CITY COUNCIL OF <br />THE CITY OF SANTA ANA ESTABLISHING THE APPROPRIATION LIMIT OF THE <br />Cy��'��]�•y_V��_�_1V_\Y�7:\�[•YN_1�'1�_1:i���yZ�b��Y� <br />GOVERNMENT CODE §84308 APPLIES: No <br />DISCUSSION <br />The State of California Constitution imposes a limit ("the GANN Limit") on tax proceeds <br />to be appropriated for expenditures by a local government in any given fiscal year and <br />requires the cities to establish this limit by resolution. Adoption of the subject resolution <br />is necessary for compliance with the California Constitution for the fiscal year ending <br />June 30, 2025. <br />Furthermore, Section 13-90 of the Santa Ana Municipal Code requires the creation of a <br />Reserve Fund for Excess Proceeds of Taxes (Reserve Fund), as a separate accounting <br />of taxes received in a fiscal year prior to the period of expenditure. The City <br />appropriates the expenditure of tax revenue in the same fiscal year of receipt, and <br />therefore creation of the Reserve Fund is not necessary for the fiscal year 2024-25. In <br />fiscal year 2022-23, the Proceeds of Taxes were $323,170,905 and the actual General <br />Fund expenditures were $374,898,249. <br />Using the formula provided by the state, staff calculated the spending limitation from <br />"Proceeds of Taxes" as $1,427,985,554 (Exhibit 1) for fiscal year 2024-25, which is the <br />FY 2022-23 limit increased by 3.94%. The funds constrained by the appropriations limit <br />include the General Fund, the Capital Outlay Fund, and Special Revenue Funds. <br />
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