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San Jose Civic Gallery City Hall agenda intelligence

Matter 26-718

Adoption of the Annual Appropriation Ordinance and Annual Funding Sources Resolution for the Fiscal Year 2026-2027 Budget, and Resolution Establishing the Fiscal Year 2026-2027 Appropriation Limit. - TO BE HEARD BEFORE CONSENT

Budget & Finance City Council Agenda Ready Introduced 02 Jun 2026
3 Documents on file 1.49 MB · 3 extracted · 3 AI summaries
File
26-718
Type
Strategic Support
Status
Agenda Ready
Requester
Unknown
Introduced
02 Jun 2026
Last synced
21 Jul 2026 · 00:11

The papers

3 documents · 1.49 MB
01 1.19 MB

(a)(b) Memorandum

1.19 MB Extracted AI Summary
file cded7c12-cb03-49b3-802f-8f143fac95a2.pdf sha f2859bd0e4a8 source unavailable

Official source link unavailable. The file was imported, but the current source metadata does not include a public document URL.

Generated summary AI-assisted

The memorandum discusses the adoption of the 2026-2027 Operating and Capital Budgets by the City Council. It includes recommendations for adopting the Annual Appropriation Ordinance and the Annual Funding Sources Resolution, both of which are based on the proposed budget and amendments approved by the City Council. The document outlines various funds and their respective sources and uses for the budget period.

Key points
  • The memorandum is addressed to the Mayor and City Council from Jim Shannon.
  • It recommends adopting the Annual Appropriation Ordinance and Annual Funding Sources Resolution for Fiscal Year 2026-2027.
  • The City Council is scheduled to adopt these budgets on June 16, 2026.
  • The document includes a list of funds with their names and corresponding pages.
Limitations
  • The text appears to be truncated, missing some details and sections.
  • There are unresolved placeholders and blank fields that affect the completeness of the summary.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

Extracted text preview · 115,066 chars
COUNCIL AGENDA: FILE NO: ITEM: MANAGER’S BUDGET ADDENDUM: TO: HONORABLE MAYOR AND CITY COUNCIL FROM: Jim Shannon SUBJECT: Adoption of the 2026-2027 Operating and Capital Budgets DATE: June 12, 2026 Approved 6/16/26 26-718 3.4(a)(b) #29 Date: 6/12/26 RECOMMENDATION It is recommended that the City Council: (a) Adopt the Annual Appropriation Ordinance, including transfers and loans for Fiscal Year 2026-2027 and the Manager’s Final Budget Addendum; and (b) Adopt the Annual Funding Sources Resolution for Fiscal Year 2026-2027 and the Manager’s Final Budget Addendum. BACKGROUND On June 16, 2026, the City Council is scheduled to adopt an Annual Appropriation Ordinance and Annual Funding Sources Resolution establishing the 2026-2027 Operating Budget and the 2026-2027 Mid-Biennial Capital Budget. The Ordinance and Resolution have been prepared based on the amounts included in the 2026-2027 Proposed Budget, except where amended by the City Council’s approval of the Mayor's June Budget Message for Fiscal Year 2026-2027 and the 2026-2027 Operating and 2026-2027 Mid-Biennial Capital Budgets and Schedule of Fees and Charges on June 9, 2026. To document changes to the Proposed Budget that have...
02 202 KB

(c) Memorandum

202 KB Extracted AI Summary
file 849a2853-81c7-4179-92fd-bd5c26481935.pdf sha 1d2777bcdf00 source unavailable

Official source link unavailable. The file was imported, but the current source metadata does not include a public document URL.

Generated summary AI-assisted

The memorandum outlines the recommendation to adopt a resolution for the Fiscal Year 2026-2027 Appropriation Limit, in compliance with Article XIIIB of the California Constitution. It proposes to elect the California per capita income index as the inflation factor and the County of Santa Clara population growth index as the population factor. The proposed Appropriation Limit is set at $1,697,953,660, which is necessary for compliance with state law.

Key points
  • The memorandum is addressed to the Mayor and City Council.
  • It recommends adopting a resolution for the 2026-2027 Appropriation Limit.
  • The inflation factor proposed is the California per capita income index.
  • The population factor proposed is the County of Santa Clara population growth index.
  • The proposed Appropriation Limit is $1,697,953,660.
  • The memorandum includes background on Article XIIIB and its modifications by Proposition 111 and Senate Bill 88.
  • It discusses the classification of revenues subject to the Appropriation Limit.
  • The Finance Department will reconcile actual revenues and expenditures at the end of the fiscal year.
Limitations
  • The document contains unresolved placeholders such as the date of the City Council meeting.
  • The text indicates the proposed Appropriation Limit but does not provide a final confirmation of its adoption.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

Extracted text preview · 9,728 chars
COUNCIL AGENDA: FILE: ITEM: TO: HONORABLE MAYOR AND CITY COUNCIL SUBJECT: See Below Approved SUBJECT: 6/16/26 26-718 3.4(c) FROM: Jim Shannon DATE: June 1, 2026 Date: 6/3/2026 Adoption of a Resolution in Compliance with Article XIIIB of the Constitution of the State of California and as Modified by Proposition 111 and Senate Bill 88 Electing the Population and Inflation Factors and Establishing the Fiscal Year 2026-2027 Appropriation Limit RECOMMENDATION Adopt a resolution taking the following actions with respect to the City's 2026-2027 “Gann Limit”: 1. Elect the California per capita income index as the inflation factor for 2026-2027 on a provisional basis, with the option to adjust the Limit, if necessary, once the non-residential assessment data is available from the County Assessor; 2. Elect the County of Santa Clara population growth index as the population factor for 2026-2027; and 3. Establish the Fiscal Year 2026-2027 Appropriation Limit at $1,697,953,660 in compliance with Article XIIIB of the State Constitution. SUMMARY AND OUTCOME The establishment of the 2026-2027 Appropriation Limit (“Gann Limit”) is necessary to comply with Article XIIIB of the State Constitution....
03 110 KB

Resolution

110 KB Extracted AI Summary
file 95f0a1c9-8c4a-48a6-a68e-4b01c5df1a7c.pdf sha 43dae71acffb source unavailable

Official source link unavailable. The file was imported, but the current source metadata does not include a public document URL.

Generated summary AI-assisted

The source text indicates this attachment appears to be a draft document.

This document is a draft resolution from the City Council of San Jose regarding the election of population and inflation adjustment factors and the establishment of the appropriations limit for the 2026-2027 fiscal year. It outlines the responsibilities of the City Council under California law, the adjustment factors chosen, and the appropriations limit amount. The resolution also reserves the right for the City Council to reelect the adjustment factors based on future data from the County Assessor's Office.

Key points
  • The resolution is related to the appropriations limit for the 2026-2027 fiscal year.
  • The City Council must elect population and inflation adjustment factors as per California law.
  • The chosen adjustment factors are the California Per Capita Income for inflation and the County of Santa Clara population growth for population adjustment.
  • The appropriations limit is set at $1,697,953,660.
  • The City Council reserves the right to reelect adjustment factors based on future data.
Limitations
  • The document is marked as a draft.
  • The specific date of adoption and voting results are not filled in.

Generated for convenience from extracted text using AI. Review the official source document before relying on this summary.

Extracted text preview · 3,103 chars
SAW:KMM:CLS 5/29/2026 RESOLUTION NO. ______________ A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN JOSE ELECTING THE POPULATION AND INFLATION ADJUSTMENT FACTORS AND ESTABLISHING THE 2026-2027 APPROPRIATIONS LIMIT OF THE CITY OF SAN JOSE PURSUANT TO CALIFORNIA CONSTITUTION ARTICLE XIIIB, AND SECTION 7900 ET SEQ. OF THE CALIFORNIA GOVERNMENT CODE WHEREAS, pursuant to Article XIIIB of the California Constitution, and Section 7900 et seq. of the California Government Code, the City of San José is responsible for determination of the appropriation limit for the 2026-2027 fiscal year; and WHEREAS, pursuant to amendments to Article XIIIB enacted in 1990, the City Council is required to elect the population and inflation adjustment factors used to calculate the appropriations limit; and WHEREAS, the percentage change in the local assessment roll due to the addition of local nonresidential construction will not be available from the County Assessor's Office until after July 1, 2026; and WHEREAS, the City Council has considered the matter at a regularly scheduled Council meeting; and WHEREAS, for fifteen (15) days prior to said regular meeting, documentation used in the determination of...