HomeMy WebLinkAbout1992-03-03; City Council; 11581; REVIEW CONSULTANT REPORT ON FISCAL IMPACT ANALYSIS OF THE GENERAL PLAN3
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f 7 CIy(i OF CARLSBAD - AGEW BILL
AB # /!I Gpi TITLE: DEPl
MTG. 3/3/92 REVIEW CONSULTANT REPORT ON FISCAL CITY
CITY DEPT. F1N IMPACT ANALYSIS OF THE GENERAL PLAN
RECOMMENDED ACTION:
Accept and file report.
ITEM EXPLANATION:
On April 3, 1990, the City Council approved by minute motion the solicitatic
of proposals to perform a fiscal impact analysis of the General Plan. C
November 20, 1990, the City entered into an agreement with Tischler ar Associates to perform the fiscal analysis. The analysis is now complete and sta
and Paul Tischler of Tischler and Associates would like to present the results.
The fiscal analysis of the General Plan consisted of three major elements: 1) a
analysis of market values of property, development types, and the rate at whic
new development can be expected to be absorbed, 2) the collection of servic
level/expenditure information and revenue assumptions and 3) entering a
pertinent assumptions into a computer model of which the City now lx
possession for its own use.
The fiscal impact analysis model uses as its base the General Plan, the Growt,
Management Plan and the City's 1990-91 budget/service levels. These in tun
result in assumptions which are used to model revenues and expenditures. Th
model assumes that future demographic and economic trends resemble the recen
past and that there is no major recession. Also, the model uses constant 1991
dollars. Two alternatives were tested within the model: 1) the Optimistic anc
2) the Achievable. The primary difference between the two scenarios is tht
assumption that Carlsbad will have two new major retail facilities, a shoppin1
mall and an automobile mall in the Optimistic version.
The results of the analysis span a twenty year period, and indicate that projectea
growth will generate net revenues to the General Fund in nineteen out of tweng
years in the Optimistic Scenario, and eighteen out of twenty years in the
Achievable Scenario. The chart on the next page demonstrates the net impact oj
both scenarios. As can be seen the margin of revenue over expenditures is quite
narrow during the first five years of the model. At year 20, or 2011, under the
Achievable Scenario, the net result shows a $7.8 million difference of revenues
over expenditures, which is equivalent to 12% of the operating budget.
m. .~
.- Page Two of Agenda Bill No.
Carlsbad General Fund
Millions of 91 Doh
Optimistic - Achievable -
In summary, the application of Carlsbad's revenue and expenditure assumption
to the fiscal impact model indicate that the General Plan works. In other word:
the General Plan at build out provides sufficient revenue to provide fc
anticipated service levels. It does appear that the next five years will be difficu
financially. Again, the assumptions made did not include any econoni
recessions, and the current decline is not reflected in the model. The model als
reflects the current General Plan and when the General Plan is updated the mod(
can be run again.
Staff is presently entering the 1991-92 budget and revenues into the model, an
is reviewing growth factors and other assumptions used in the forecast. We wi
return with an update upon completion. It is anticipated that the results wi
reflect a decline in revenues and expenditures and an increase in the number c
years showing negative fiscal results.
FISCAL IMPACT
The initial study and computer software installation have been completed i
outlined in the provisions of the contract with Tischler & Associates. The futui
fiscal impact of maintaining the model and performing analysis as needed wj
require staff time at a cost of approximately $6,000 to $7,000 per yea
Additionally, the maintenance agreement for use of the software begins at $8,8(3
for the first year, with 5% increases annually after the first year.
- L' e 0
.- Page Three of Agenda Bill No.
The cost of performing individual analytical reports will vary depending upon thc
number and complexity of the variables tested. It is estimated that a simplt
revision Will cost approximately $350.
EXHIBITS
1) Report dated December, 1991 entitled Fiscal Impact Analysis of the Genera4
Plan, on file in the City Clerk's Office.
2) Report date November, 1991 entitled Service Level, Cost and Revenuc
Assumptions, on file in the City Clerk's Office.
2) Report date May, 1991 entitled Land Use Economic Analysis, on file in thc
City Clerk's office.
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EXCERPT FROM:
Service Level, Cost &
Revenue Assumptions
Fiscal Impact Analysis & Mod
November, 1991
As prepared by
Tischler & Associates, In
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OVERALL METHODOLOGY AND MAJOR ASSUMPTIONS
The City of Carlsbad has contracted with Tischler & Associates, Inc. (TA) 1
develop a fiscal model and conduct a fiscal impact analysis of the General Pla
Demographic projections and market values have been provided by Keyser Marstc
Associates, Inc. (KMA) of San Diego. The projections were developed by KMA j
conjunction with City planning, growth management, and research staff, and ai
summarized in separate documents.
This document discusses the services and facilities whose costs will be affectc
by new development. These service level, cost and revenue assumptions are bast
on TA's on-site interviews with department heads and their representatives. The:
assumptions will be combined with the demographic projections to calculate the fisc;
impacts of growth in Carlsbad between FY 1991 and buildout. Calculations will t:
performed using TA's MUNIES/FISCALS software.
A. The MUNIES/FISCALS Process and Data Input Categories
In order to provide an understanding of the overall methodology used in th
fiscal impact analysis, a brief explanation of the MUNIES/FISCALS process follow
As indicated on the MUNIES process chart on the following page, there ar
three types of input data. The first category of demomauhic-economic projectior
is called Demand Base data inputs. These numerical projections include data suc
as population, housing units, and commercial space.
The second general type of input data focuses on property tax revenue
Market values of residential and nonresidential property in Carlsbad, expressed j
constant 1991 dollars, are multiplied by the City's share of the property tax (0.001s
under California law to calculate the amount of this revenue from new developmen
The third type of input data relates to the government service levels, costs an
revenues. The government service level, cost and revenue data used in the fisc;
analysis are being determined and agreed upon by TA and City of Carlsba
personnel. This data will be used by TA's MUNlES/FISCALS system to calculate th
annual costs, revenues and capital facilities by department or function, wher
appropriate. These assumptions follow in this document.
Tischler & Assoc
PROJ ECTl ONS Population Housing
Em ploy men t REVENUES Other (optional)
S E RVI C ES
COSTS AND
STAGE ii
(FISCAL AN ALYS I SI
\ outputs
F 1 SCAL I N FORM AT ION
BUDGET SECTION €Q Data inputs Assessment Rates Tax Rates
Bond Limit \
\ I \
1 L
SU B SYST E M
BUDGETS BUDGETS SUMMARIES
J U R I SD I CT 10 N AL FISCAL IMPACT
J urisd IC t ional lmpaCt Analy8l8 Assessed Value8
Education city
Recreation County Streets
Other Other Tax Rate Required State Bonded Debt
- Other
e e
The last step in the fiscal process is to use MUNIES/FISCALS to calcula
budgets and related fiscal impact statements.
B. Major Assumptions
This fiscal impact analysis can be regarded as a snapshot of the curre
budget. The F191 (July 1, 1990 - June 30,1991) Budget has been used to represe
a snapshot of the City’s current costs and revenues and level of services. Consta
1991 dollars are: used through the study. The 1990 Census population of 63,126,
used as the base population.
The following major assumptions regarding the fiscal methodology should
noted.
1. Incremental, Growth-Related Costs and Revenues. For this analy
costs and revenues which are directly attributable to new development are includr
In some cases, the data used are average costs, based on a decision by the local st2
and TA that this is the best information available. Where detailed information w
available, a marginal or incremental approach was used, such as park acreage p
1,000 population. Some costs are not expected to be affected by growth, and a
fixed in this anallysis such as some of the General Government functions.
2. Level of Senice. The cost projections are based on the assumption tl-
the current level of services, as provided in the Fy91 budget, will continue throu
the analysis period.
3. Rlevenue Structure and Tax Rates. Revenues are projected assumi
that the current revenue structure and tax rates, as defined by the N91 budget, w
not change during the analysis period.
4. Inflation Rate. The rate of inflation is assumed to be zero through0
the projection period, and cost and revenue projections are in constant 1991 dolla
This assumption is in accord with current budget data and avoids the difficulty
interpreting results expressed in inflated dollars.
5. Economies of Scale. This report does not determine the economies
scale for ongoing operating costs (as opposed to capital facility costs). This is anoth
reason why it is desirable to use current cost ratios.
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Tischler 6, Assoc
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6. Non-fiscal Evaluations. At this point, it should be noted that whi
fiscal impact analysis is an important consideration in planning decisions, it is on
one of several issues which should be considered. Environmental and social issur
are two such examples. The above notwithstanding, this analysis will enab
interested parties to understand the fiscal implications of the forecast developmer.
Structure of this Document. This document is organized in the sam
order as the FY'91 operating budget. Section I is General Government, includir
Miscellaneous Non Departmental and Housing and Redevelopment. Section II
Public Safety; Section I11 is Development Services; and Section IV is Culture aF
Recreation. Section V is Public Works (Utilities and Maintenance). The fiscal mod
is being set up with just the General Fund and three growth-related capital func
(Public Facility Fees, Park In-Lieu Fees, and Traffic Impact Fees). As a result, cos
and revenues to enterprise funds (such as Water and Sanitation) are not discusse
here. Likewise, neither revenues raised from nor projects financed by the Mellc
Roos Community Facilities District are included here, as they have been modele
elsewhere.
7.
Section VI is Revenues, which are discussed in the order of the City
Revenue Estimates, beginning on page 25 of the FY91 budget. Projects in tk
Capital Improvement Program are discussed in the same sections as their operatir
costs. For that reason street projects are discussed in Section V.A., Utilities an
Maintenance.
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Tischler & Assoc
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EXCIERPT FROM:
Final Report
Carlsbad General Plan Fiscal Impact Analys
Land Use Economic Analysis
May, 1991
As prepared by
Keyser Mlarston Associates, Ir
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9 (1) 3 County cities;
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3 (4) Compare anticipated land area requirements with existing land area
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INTRODUCTION AND BACKGROUND
Keyser Marston Associates, Inc. (KMA) was requested to prepare a land use economic
analysis for the fiscal impact analysis of the Carlsbad General Plan. The land use economic
analysis was intended to assist City staff and Tischler & Associates (the City’s fiscal impact
consultant) in identification of alternatives to the existing General Plan. The specific work
tasks can be summarized as follows:
Review demographic and economic trends for Carlsbad and other North
Assess market factors and development trends for both residential and non-
residential land uses in Carlsbad;
Formulate absorption projections by type of land use; and (3)
allocations.
KMA’s analysis considered the following major land use types: single-family and multi-
family residential; office; industrial; and commercial retail. Hotel uses were specifically
omitted from this analysis for several key reasons. First, the current hotel market is
significantly overbuilt, and this trend can be expected to continue well into the 1990s until
surplus inventory is absorbed. Secondly, while there are possibly a few sites for major resort
development remaining in Carlsbad, most new hotels are likely to require relatively limited
amounts of land. Lastly, demand for new hotel rooms in coastal North County is largely a
function of statewide or national economic conditions, making a linear projection of new
hotel room absorption difficult.
In completing this assignment, KMA reviewed the extensive available documentation related
to planning and growth issues in Carlsbad. These have included: the General Plan (1986),
Citywide Facilities and Improvements Plan (1986), Local Facility Management Plans for 21
of the 25 zones (1987-1990), Citywide Residential and Non-Residential Phasing Projections
(1991 update), Growth Management Status Reports (year-end 1989 and 1990), and the 1990-
1991 Operating and Capital Budget. In addition, KMA contacted numerous other sources
for statistical information, including local real estate brokers; Urban Decision Systems; San
Diego Association of Governments (SANDAG); and other state and local agencies. Dennis
Turner, Don Rideout, and Brian Hunter of the Carlsbad Community Development
Department were also extremely helpful in providing information necessary for this analysis.
This report is not intended as a detailed regional market analysis for commercial and
residential uses in North County. Instead, KMA has gathered relevant market information
for Carlsbad and competing North County cities with the specific objective of formulating
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absorption projections by type of land use. It is important to note that our land use demand
projections are based on the assumption that future demographic and economic trends will
resemble the recent past. However, it is difficult to project with any accuracy future market
conditions beyond a five- to ten-year time period. KMA recommends, therefore, that the
findings of this study be considered primarily as order-of-magnitude estimates of possible
future development trends. The limiting conditions and assumptions listed at the end of this
report also apply.
The overall methodology employed in the land use economic analysis may be summarized
as follows:
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SteD 1: Based on extensive review of recent demographic and economic
conditions and historic development trends and market activity, KMA
projected future demand for residential and non-residential land uses.
Specifically, KMA has forecasted demand for single-family residential,
multi-family residential, office, industrial, and commercial land uses.
Based on a review of City documents and discussions with planning
and growth management staff, KMA compiled information on
remaining developable inventory by land use type for each zone.
Ideally, it would have been preferable to use figures for remaining net
developable acreage by type of land use. However, acreage data were
not readily available for all zones in the City. KMA therefore used the
City's buildout projections in terms of remaining developable building
square footage (GSF) or residential units (Du's). (In compiling this
information, KMA reviewed the updated 1991 Citywide Residential
and Non-Residential Phasing Projections and Local Facilities
Management Plans with Don Rideout of Growth Management.) KMA
summarized inventory figures for remaining developable residential
units and non-residential square footage to the quadrant level. Using
assumed average densities, KMA then converted the developable
inventory information to remaining net developable acres by land use
type.
As a final step, KMA compared the supply of land for each use (based
on the present land area allocations in the General Plan) with KMA's
Step 2:
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Step 3:
This memorandum is intended as a technical report for inclusion in the fiscal impact analysis
being completed by Tischler 8z Associates. The text of the report is followed by a Technical
Appendix consisting of six sections. Section I contains summary tables regarding land use
supply, projected absorption, residential and non-residential buildout, and impacts on
jobs/housing balance. Sections I1 through V present the supporting documentation for the
four land use demand projections. Section VI presents the findings of KMA's survey of
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growth management policies in North County.
PRINCIPAL, FINDINGS AND CONCLUSIONS
Land Use Demand Forecasts
KMA's land use projections for residential and non-residential uses are summarized in Table
1-1. As shown in the table, KMA's projections indicate demand through 2010 for
approximately 542 single-family units and 569 multi-family units annually. KMA has
projected total annual private non-residential demand of about 680,000 GSF through 2010.
Our specific projections of annual demand by type of land use are for 150,000 GSF office
space, 389,000 GSF industrial space, and 143,000 GSF commercial space. About five acres
annually are also expected to be required for new automobile dealers and service stations.
KMA also converted these inventory demand figures to acreage requirements using average
density assumptions. For single-family housing, KMA has assumed an average density of
2.84 units/acre based on the weighted average density of the RL and RLM land use
designations in the General Plan. This density assumption results in an average annual
demand for 191 acres. For multi-family units, KMA has assumed an average density of 8.43
units/acre based on the weighted average of the RM, RMH, and RH land use designations.
Multi-family housing would therefore require about 68 acres annually.
Similarly, KMA has used an assumed typical Floor Area Ratio (FAR) to convert non-
residential space demand to land area requirements. Based on discussions with City Growth
Management staff, KMA has used a constant FAR of 0.35 for non-residential land uses in
the context of this study. This density assumption translates to average annual demand as
follows: about 10 acres for office use, 26 acres for industrial use, and a total 14 acres for
commercial uses. Private, non-residential uses would therefore require a total of about 50
acres per year.
In total, KMA's projections indicate a need for 310 acres annually for all private uses, both
residential and non-residential.
I Developable Inventorv/Land Area bv Type
For purposes of this study, KMA examined inventory and land use allocation data at the
level of the City's four quadrants and 25 facility management planning zones. These subareas have been defined by City staff for planning and growth management purposes.
Note that Zone 5, which contains Palomar Airport and the office and industrial parks in its
vicinity, overlays three quadrants at their mutual boundary at Palomar Airport Road and
El Camino Real. Since it was not readily possible to segregate Zone 5 information into
three quadrants, KMA summarized remaining developable inventory of residential units and
non-residential square footage for the City as a whole, the four quadrants exclusive of Zone
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5, and Zone 5 alone. This information, presented in Table 1-2, is taken from the Local
Facilities Management Plans, the updated 1991 phasing projections, and discussions with
City staff. As shown, 24,098 residential units and about 34.3 million non-residential square
feet remain to be developed in Carlsbad.
KMA has examined the City's assumed average density characteristics at buildout by
comparing buildout inventory with total designated acreage for each land use category.
For residential uses, KMA divided total units at buildout (51,888 units) by Citywide
residential land area (I 1,948 net acres), for an average density of 4.34 units/acre. This
density figure applies to all residential units at buildout, that is, including, both existing
(1991) and remaining developable units. For non-residential uses, KMA divided total
building area at buildout (48,079,697 GSF) by Citywide land area designated for private
non-residential land uses (4,361 net acres), for an average FAR of 0.25. Based on these
density levels, remaining developable inventory (units/GSF) was converted to land area
(acres). As shown in the table, this approach indicates that an estimated 5,549 net acres of
residential land and 3,110 net acres of non-residential land remain for development.
Comparison of Land Use Supply and Demand
As stated above, one of the objectives of this report was to determine whether the land area
allocations in the existing General Plan are appropriate or adequate relative to anticipated
market support for each use. However, complete data on remaining developable acreage
by specific land use type (e.g., RL, RLM, RM, etc.) were not available. The study therefore
cannot address, for example, whether adequate multi-family land will be available to meet
projected demand. KMA instead formulated estimates at the aggregate level of residential
and non-residential land area remaining for development. These figures were compared to
the aggregated land area requirements in these two categories. (See discussion below). The
absorption forecasts presented in this study assume that an adequate supply of land will be
available to meet projected market support for each subcategory. In the long term, it is
reasonable to assume that market demand factors will influence future land use policies,
including General Plan amendments, Master Plans, and rezonings.
KMA's projected land area requirements by type of use can be summarized as follows:
o Residential: KMA estimated annual demand for 542 single-family units and
569 multi-family units, resulting in a combined requirement of about 1,110
units or 260 acres per year. Table 1-3 presents calculations of the buildout
period for remaining residential and non-residential uses in Carlsbad. As
shown in the table, about 24,098 housing units remain to be developed in
Carlsbad. Based on KMA's projected absorption rate of 1,110 units per year,
residential buildout would occur in 2012.
Non-Residential: KMA estimated annual demand for about 680,000 GSF of
private, non-residential space, or about 50 acres. As shown in Table 1-3,
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about 34.3 million GSF of non-residential building area remain to be
developed. KMA has assumed that about 20% of remaining non-residential
uses will constitute public or institutional uses. This assumption
results in an estimated 27.4 million GSF of remaining private, non-residential
space. Based on KMA's non-residential absorption projection of 680,000 GSF
per year, non-residential buildout could be expected to occur in 2030.
In other words, these calculations demonstrate that residential demand is sufficiently strong
that the City's available supply of residential land should be exhausted by 2012. Demand
for non-residential uses -- office, industrial, and commercial taken together -- will not be
exhausted until 2030. At residential buildout in 2012, there will be about 15.9 million GSF
of non-residential development remaining, equal to about an 18-year supply of non-
residential space.
Table 1-4 demonstrates the likely impacts of the existing General Plan land use allocations
on the City's future jobs-housing balance. Currently, the City contains 27,790 residential
units and 13.8 million non-residential GSF, or a ratio of 496 non-residential GSF per
housing unit. In 2012, upon residential buildout, the City will have reached 51,888 housing
units and 32.2 million non-residential GSF, or a ratio of 621 GSF/unit. At this point,
housing growth will essentially cease, with no further significant increase in population.
However, non-residential land use absorption would continue until buildout in 2030. At that
time, the City would contain an estimated 48.7 million non-residential GSF. This would
result in approximately 927 non-residential GSF per dwelling unit.
In the lower half of Table 1-4, KMA has translated the projected land use mix at future
timepoints into estimates of the number of jobs per housing unit. Currently, there are about
1.18 jobs per housing unit in the City of Carlsbad. Based on KMA's absorption projections,
there would be about 1.31 jobs per housing unit at residential buildout in 2012.
Subsequently, non-residential development and employment growth would continue through
ultimate buildout in 2030. At that time, KMA estimates that the City would contain 2.12
jobs per housing unit. These ratios are presented to illustrate the significant change in the
mix of residential and non-residential uses that will result from buildout of the existing
General Plan. It is important to note, however, that projections of market demand for non-
residential uses 40 years into the future are speculative at best. Moreover, KMA's non-
residential demand analyses are based on assumptions about household and population
growth. Since Carlsbad would experience essentially no population growth after residential
buildout, continued absorption of non-residential land would require a substantial increase
1 in the importation of labor force and retail consumers from other communities.
It is important to recognize that Carlsbad already imports both work force and retail
shoppers. The City has historically been extremely successful relative to its neighbors in
attracting a range of revenue-generating uses, boasting major resort hotels, North County's
premier concentration of industrial/office parks, and the only regional shopping center in
coastal North County. For residential and non-residential buildout to occur simultaneously,
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1 Identification of Alternatives
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the City would have to significantly enhance its capture of office, industrial, and commercial
space. In our opinion, this is highly improbable; therefore, the City is likely to retain a
substantial reserve of non-residential land at the time of
residential buildout.
The principal purposes of the land use economic analysis were twofold: (1) to forecast land
use absorption by type of use, and (2) to identify alternative land use allocations (other then
the existing General Plan) to be tested in the fiscal impact analysis.
KMA initially recommended that the City consider an alternative land area allocation which
results in simultaneous residential and non-residential buildout. Based on KMA's projected
absorption rates, this would require a transfer of about 1,118 acres from non-residential use
to residential use. Buildout would occur in 2017 with total inventories at buildout of 35.8
million non-residential GSF and 56,727 residential units.
This alternative was reviewed by City staff and discarded as impractical. The City's growth
management plan imposes ceilings on residential buildout and total population. In addition,
the majority of remaining non-residential acreage in Carlsbad is located in Zones 5 and 17
near Palomar Airport. Due to air traffic and existing land use patterns, this area is
considered unsuitable for residential development.
City staff and Tischler & Associates have agreed to address two alternatives in the fiscal
impact analysis. Both will utilize the land area allocations in the existing General Plan, but
the rates and types of non-residential development will vary as described below.
0 Optimistic Scenario. Under this alternative, City officials are assumed to take
an aggressive stance similar to past actions in attracting new non-residential
development to Carlsbad. The City would capture both the regional mall and
a new auto mall, and non-residential absorption would achieve the full rate
projected in this report.
Achievable Scenario. In the "Achievable Scenario," City officials are assumed
j to take a passive posture toward non-residential development. Specifically,
it is assumed that the City would experience a lower capture rate of major 1 non-residential uses such as a new regional mall, automobile dealerships, and
other retail developments. )
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KMA's estimates of absorption and build-out for the Achievable Scenario are summarized
in Table 1-5. These estimates are based on a quadrant-level analysis of the impacts of lower
capture rates for commercial uses. Under this scenario, it is assumed that average annual
non-residential absorption would be 620,000 GSF or 44 acres, as compared to 580,000 GSF
or 50 acres in the Optimistic Scenario. Total remaining non-residential inventory under the
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Achievable Scenario would be 29.9 million GSF, as compared to 34.3 million GSF in the
Optimistic Scenario.
SURVEY OF GROWTH MANAGEMENT POLICIES
KMA assessed the upside development potential in Carlsbad as a result of growth
management restrictions in neighboring cities. The hypothesis discussed among City staff
and the consultant team was that development restrictions in adjacent communities could
increase demand for homes or commercial space in Carlsbad. This memorandum presents KMA's analysis and findings regarding possible impacts of North County growth
management policies.
To test the validity of this hypothesis, KMA conducted a survey of five North County cities
(Encinitas, Escondido, Oceanside, Sari Marcos, and Vista). The purpose of the survey was
to identify the principal growth management controls and potential curbs on development
in each community. As a starting point, KMA utilized an earlier survey conducted by
SANDAG for its Regional Housing Needs Statement. This information was supplemented
through telephone interviews with planning staff and review of public policy documents.
The principal growth management provisions for each city are summarized in Table VI-1.
Four of the five North County cities surveyed have growth management policies in place;
San Marcos is the only city surveyed which lacks growth management restrictions. Growth
management policies in Encinitas, Escondido, Oceanside, and Vista are focused primarily
on residential, rather than commercial development. Restrictions on residential
development include:
(1) Density reductions or downzoning. (Alternatively, rezonings to higher
(2)
(3)
densities are restricted.)
Caps on annual residential building permits.
Facilitylsewice threshold requirements prior to new developments.
Carlsbad's growth management program includes both (1) and (3), but not (2).
There are no meaningful growth restrictions on non-residential uses in the cities surveyed,
. with the exception of (3) above. Non-residential development in newly developing areas are
also subject to facilities/infrastructure requirements. This is true of Carlsbad's growth
management program as well.
Based on the foregoing analysis, KMA concludes that the impact of existing growth
management provisions in North County on Carlsbad's capture of new development is
minimal. Where restrictions on residential development have been imposed, they generally
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take similar forms. With the exception of San Marcos, the other cities have generally
downzoned residentially designated lands and implemented facility and infrastructure
standards. Carlsbad’s policy also includes these provisions. In addition, Encinitas,
Escondido, Oceanside, and Vista maintain annual residential building caps. While Carlsbad
does not have annual ceilings on new residential development, it can be argued that the
costs of facilities and infrastructure required for new development necessarily impose
numerical limits on new residential units. It is our view, therefore, that Carlsbad‘s
proportionate capture of new residential growth will not be significantly affected by existing
growth management policies in North County.
In our experience, housing market values are the single factor with the greatest influence
on Carlsbad’s capture of regional housing demand (Le., its share of North County residential
growth). High land costs, and associated high unit prices or rents, distinguish the Carlsbad
housing market from neighboring cities more than the development constraints imposed by
growth regulations.
In terms of non-residential land uses, KMA similarly concludes that North County growth
management policies are not likely to significantly influence the regional distribution of new
growth. The only meaningful controls on commercial development in North County are the
facilities/infrastructure requirements. Relatively similar provisions are in effect in Carlsbad,
Encinitas, Escondido, and Vista, indicating that Carlsbad contains no competitive advantages
over these cities.
RESIDENTIAL LAND USE PROJECTION
Section I1 of the Technical Appendix presents KMA’s demand projection for residential
land. The methodology examines historic demographic trends and housing unit production
in the six North County cities and San Diego County as a whole. In particular, KMA has
examined Carlsbad’s capture rate of the regional increase in population over the past 20
years. Based on this information, KMA has formulated a housing unit demand projection
for Carlsbad through 2010; Note that the projections of residential unit
production/absorption focus primarily on private housing market activity. The analysis does
not attempt to project future construction of publicly subsidized housing units; the amount
of development of such projects would presumably depend to a great extent on a variety of
policy decisions at the local, state, and federal level. Analysis of these factors is considered
to be beyond the scope of this study.
KMA also examined the distribution of historic housing unit production by type (single-
family vs. multi-family) and tenure (renter- vs. owner-occupied). Based on historic trends,
the split of projected unit demand was estimated for multi-family rental, multi-family for-sale
(condominium/townhouse), and single-family units. In sum, the analysis indicates average
annual demand through 2010 for 542 single-family homes and 569 multi-family units.
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Table 11-1 presents average annual population growth in Carlsbad relative to San Diego
County and the State of California. Carlsbad population increased by an average 2,409
persons per year over the period 1970 to 1990. From 1980 to 1990, the average annual
increase was 2,764 persons. Based on this historical growth, KMA anticipates Carlsbad to
continue growing at an average annual rate of about 2,600 people per year through 2010.
Note that KMA's population forecasts exceed SANDAGs Series 7 forecasts published
elsewhere. SANDAGs projections use 1986 as the base year for projecting population,
employment, and land absorption through 2010. Because of the high growth rates which
have occurred in San Diego County and to a greater extent in many North County cities
since 1986, SANDAG's projections have been substantially understated. For example, a
number of the comparison North County cities have achieved 1990 populations in excess of
SANDAG's 1995 projections. As a result, KMA has made separate assumptions regarding
population and employment growth and land absorption as it is our judgement that
SANDAG's figures do not present an accurate reflection of North County's rapid growth.
Table 11-2 presents Carlsbad's historical trends in population, households, and household
size as compared to Encinitas, Escondido, Oceanside, San Marcos, Vista, and San Diego
County. As may be noted, Carlsbad experienced the second fastest rate of population
growth over the period 1970 to 1990 and the third fastest growth rate over the period 1980
to 1990. Correspondingly, household growth in Carlsbad also ranked second and third in
these two time periods. Average household size has been declining in Carlsbad as it has in
North County as a whole.
Table 11-3 presents historical changes in the distribution of owner- vs. renter-occupied
housing for the North County cities and San Diego County. As may be noted, Carlsbad has
the lowest proportion of renter-occupied housing relative to the other cities and the County
as a whole. In fact, the percentage of renter-occupied housing units in Carlsbad has
decreased over time; currently about one-third of all housing in Carlsbad is renter-occupied.
In contrast, the percentage of renter-occupied housing units in San Diego County has
remained relatively constant during 1970-1990 at about 44%.
Table 11-4 presents the recent historical distribution of single-family vs. multi-family housing
unit production. The "percentage multi-family" is calculated as the number of multi-family
units permitted divided by total units permitted. Over the period 1980 to 1989, almost one-
half (about 47%) of new housing units in the City of Carlsbad were multi-family units. In
San Diego County as a whole, the share of new multi-family production was higher, at aboul
57%.
Table 11-5 presents KMA's estimate of future residential demand. Over the past 20 years,
Carlsbad's share of the County's population has increased from 1.1% in 1970 to 1.9% ic
1980 and to 2.5% in 1990. In addition, the percentage of Carlsbad's population in
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households vs. group quarters has remained relatively constant. KMA's population forecasts for Carlsbad (115,081 in 2010; see Table 11-1) anticipate that the City's population will grow
from a 2.5% share of the County's population in 1990 to over 3.0% by 2010. This
assumption necessarily implies that Carlsbad's proportional capture of regional population
growth will gradually increase. Although it can be argued that the relatively high prices of
Carlsbad homes makes this unlikely, KMA hypothesizes that the City's new inclusionaxy
housing requirement will improve the mix of affordable home production in Carlsbad in the
future. If the percentage of the population in households vs. group quarters is assumed to
remain constant at 98.54%, then household population can be expected to increase from 62,203 in 1990 to 113,398 in 2010. Based on this household population forecast and an
assumed average household size (held constant at 2.42 persons), KMA projects net new
housing unit demand as follows: an average 1,149 units per year during 1991 to 1995; 1,067
units per year during 1996 to 2000; 1,128 units per year during 2001 to 2005; and 1,101 units
per year during 2006 to 2010. Overall, average annual residential demand during 1991-2010
(inclusive) is projected to be 1,110 units. Note that these figures also take into
consideration a 5% pro forma vacancy. This assumption is not intended as an estimate of
actual current or future market vacancy.
Table 11-6 presents the estimate of residential demand by housing type (single- vs. multi-
family) and tenure (renter- vs. owner-occupied). Note that historically multi-family housing
has constituted about 50% of total residential unit production. Proportional demand for
multi-family housing can be expected to increase over time. Total multi-family demand is
projected to increase from 563 units per year during 1991-1995 to 583 units per year by
2006-2010. Correspondingly, single-family housing demand as a proportion of total housing
demand can be expected to decline. Average annual demand for single-family homes is
projected to be 586 homes in 1991-1995, falling to about 517 homes per year in 2006-2010.
KMA also estimated the split of rental and for-sale housing unit demand. For the purposes
of this analysis, it is assumed that all renter-occupied units are multi-family units.
Historically the proportion of renter-occupied units in Carlsbad has declined; it is estimated
as 33% in 1990. Our analysis assumes that an equivalent proportion of new units will be
renter-occupied; that is, of an average annual demand for 1,149 units during 1991-1995,
KMA projects demand for 379 multi-family rental units (33% of the total) and 184 multi-
family for-sale units (townhomes/condominiums), €or a total 563 rnulti-family units (49%
of total demand). The balance of the projected housing demand would be for single-family
homes. Similarly, over the 20-year period, KMA projects average annual demand for 367
multi-family rental units, 203 multi-family for-sale units, and 569 single-family homes.
The summary table in the lower half of Table 11-6 translates housing unit demand to land
use absorption. KMA projects a need for 5,484 net acres of residential land through
buildout based on the standard density assumptions noted in the table. (This figure differs
slightly from the remaining residential net acreage figure of 5,549 acres shown in Table 1-2.
This land area discrepancy is indicative of the differing density assumptions used in this
analysis; in any case, the difference is small and both figures represent approximations.) Of
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this total, 3,959 acres would be required for single-family housing and 1,525 acres for multi-
family housing.
Note that these residential unit absorption projections are largely based on historical
population trends and housing market activity. Inasmuch as the City recently enacted an
interim inclusionary housing program, future housing absorption trends may well differ from
past experience. For example, affordable, Le., low-income, units should absorb more rapidly
than the average unit. However, the subsidy requirements for affordable units may result
in higher sale prices for market-rate units in the balance of the project. These units may,
in effect, experience slower absorption than anticipated. A more detailed analysis of the
effects of the City's inclusionary policy on the housing market is beyond the scope of this
study.
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PROJECTED RESIDENTIAL ABSORPTION BY OUADRANT
KMA also estimated a distribution of residential unit absorption by quadrant. Residential
growth is likely to occur earliest in those areas of the City where major facilities and
infrastructure are already in place. Conversely, those zones which consist primarily of raw
land with no improvements in place should be the last to see residential buildout. To
estimate the distribution of housing unit absorption by quadrant, KMA looked at historical
housing growth and the potential buildout for each quadrant. Historical housing unit
production by quadrant was evaluated based on two data sources:
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1 (1) Data on existing housing units by zone obtained from the January 1991 Local
Facilities Management Plan (LFMP) and discussions with City growth
management staff, as shown in Table 1-1; and
State Department of Finance housing inventory data compiled at the Census
tract level by the San Diego Association of Governments (SANDAG). This
information was available for January of each year from 1981 to 1990. (Note
that the Census tract corresponding to the southwest quadrant overlaps a
portion of the northwest quadrant, Le., Zones 5 and 13. Because these zones
are predominantly non-residential, no adjustments were deemed necessary).
Housing inventory data from these two sources were not entirely consistent. KMA therefore
used the first source (the January 1, 1991 LFMP update) for 1990, and the 1981 to 1990
' annual change represented by the second source (SANDAG/DOF). This information is
presented in the upper half of Table II-7.
The second step in the analysis was to proportionately allocate future residential unit
absorption based on the historical rate of housing production and buildout limitations for
each quadrant. As shown in Table 11-6, KMA is projecting citywide average annual housing
unit demand of 1,110 units through 2010. As can be seen in Table 11-7, attached, the
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southwest quadrant has absorbed an average 285 residential dwelling units per year over the
period 1981 to 1990. Based on historical absorption and the amount of vacant acreage
available for development, we anticipate future absorption to average about 320 units per
year through 2010. At this level of absorption, residential buildout of the southwest
quadrant would occur in 2011.
The northwest quadrant has historically absorbed an average 288 units per year over the
period 1981 to 1990. Because this area has the least amount of remaining developable
residential acreage, we anticipate a decreasing annual absorption rate over time in the
northwest quadrant as land becomes scarce. Over the period 1990 to 2010, we would expect
average annual absorption to approximate 180 units. The resulting buildout of the
northwest quadrant would occur in 2008.
The northeast quadrant has absorbed an average 311 units per year over the period 1981
to 1990. Because of diminishing amounts of large-tract developable land, we anticipate a
reduction of average annual absorption to about 240 units per year through 2010. The
corresponding buildout would occur in 2011.
Historical absorption in the southeast quadrant has averaged 295 units per year over the
period 1981 to 1990. Because the southeast quadrant has the largest inventory of
undeveloped residential acreage, we anticipate increasing average annual absorption to
occur as infrastructure is put into place. As such we have projected the average annual
absorption to increase to 370 units over the period 1990 to 2010. The resulting buildout
would occur in 2013.
OFFICE LAND USE PROJECTION
The land use demand projection for office space is presented in Section 111 of the Technical
Appendix. In projecting future demand for office space, KMA has examined office space
inventory and absorption trends in Carlsbad and other North County cities. The
methodology examines the historical relationship between population, employment (number
of jobs in Carlsbad), and office-using employment. Regional employment trends such a5 the
labor force participation rate, the civilian employment rate, the office sector employment
rate, and office employment density were identified for this analysis. KMA then applied
similar ratios to population forecasts for Carlsbad to calculate the increment in office space
supported by population growth in Carlsbad. In addition, the analysis assumes a 5% pro
' forma vacancy factor and a 10% core factor (the difference between net and gross building
' area).
According to local real estate brokers, the Carlsbad market has absorbed significantly more
office space than any other North County city in each of the last six years. (See Table 111-3,
discussed below.) Carlsbad averaged net annual absorption of about 155,000 square feet
(SF) during 1985-1990, or about 32% of the total for North County overall. These figures
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are indicative generally of Carlsbad's status as a major office park center in coastal North
County and specifically of the subregional dominance of office uses in the Palomar Airport
area.
Regional Employment Trends
KMA utilized employment data (number of jobs) from the San Diego Association pf
Governments for the following areas: Carlsbad, Encinitas, Escondido, Oceanside, San
Marcos, Vista, and San Diego County. Table 111-1 illustrates employment trends for these
areas derived from population and employment estimates for 1980 and 1988 (most recent
year for which data were available). The table presents figures for population, the ratio of
jobs to population, and the ratio of office jobs to total jobs for each area. For the purposes
of this analysis, KMA looked at employment levels by SIC code and used industry standard
assumptions regarding percent of office-using employment. As demonstrated in the table,
the ratio of jobs to population has been increasing in most North County cities. In Carlsbad, for example, there were 0.46 jobs for every resident in 1980; by 1988, there were 0.51 jobs
for every resident. The only North County city to
exhibit a higher proportion of jobs to residents was San Marcos, with about 0.64 jobs for
every resident in 1988. In San Diego County as a whole, the ratio of jobs to population rose from 0.45 to 0.50 between 1980 and 1988. These data point to Carlsbad's status as a major
employment center in North County; most of the other cities have a lower ratio of jobs to
population, indicating a greater role as bedroom communities.
The relationship of office-using jobs relative to total jobs is presented in the columns on the
far right. The proportion of office jobs in Carlsbad has grown from 24.4% in 1980 to 32.2%
in 1988. Office-using employment in the six North County cities increased from 24.9% of
total employment in 1980 to 25.2% in 1988. County-wide, 27.5% of total employment
consisted of office jobs in 1988. Relative to North County and the County as a whole,
Carlsbad can be considered to have a high proportion of office jobs, indicating a greater
level of white collar employment.
Office SD - ace Demand
The next step in the analysis was to apply the ratios presented in Table HI-1 to forecasts of
Carlsbad's future population (see projections in Table 11-1). KMA assumes that the ratio
of jobs to population in Carlsbad will continue to increase over time. In Table 111-2, the
jobs-population ratio is shown as increasing from 51.41% in 1988 to 54.00% by buildout.
Application of these estimates to the population projections yields estimates of future
employment at selected tirnepoints. KMA assumed that office-using employment would
increase from its present share of the total, about 32%, to 34% by buildout. The number
of jobs was then multiplied by the projected office sector employment rate, resulting in the
projected number of office employees in Carlsbad. From the estimate of future office
employment, a typical office employment density, or average amount of space per employee,
was applied. For purposes of this analysis, an industry standard office density of 250 SF per
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employee was used.
Lastly, from the estimate of total office space demand, KMA has subtracted the 1990 base
year in order to estimate net new office space demand, Le., demand over current 1990 space
requirements. To this estimate of office space demand, KMA has added a 5% pro forma
vacancy and a 10% typical office building core factor to estimate total gross office space
demand. Note that consideration of a pro forma vacancy factor is not intended to imply any
projection of a specific level of actual future market vacancy.
As can be seen, KMA estimates office demand to approximate an average annual 150,000
SF during 1991-2010, or a total demand of about 3.0 million SF through 2010. Per City
growth management staff, KMA has applied a Floor Area Ratio (FAR) of 0.35 to calculate
the amount of land area required for office use through 2010. density of
development, about 9.8 acres would be absorbed per year, or a total of about 196 acres by
2010.
Table I113 presents a historical context to the office land use projection. As may be noted,
the City of Carlsbad absorbed an average of 155,000 SF of office space per year over the
period 1985 to 1990. As such, the projection of 150,000 SF per year is consistent with recent
historical office absorption.
At this
INDUSTRIAL LAND USE PROJECT ION
Section IV of the Technical Appendix presents the analysis of industrial space demand
through 2010. The methodology involved is similar to the office land use projection. As can
be seen in Table IV-1 (far right columns), the ratio of industrial jobs vs. total jobs in
Carlsbad has grown from 29.2% in 1980 to 31.5% in 1988. Conversely, the County's ratio
of industrial jobs to total jobs has declined from 22.3% in 1980 to 22.0% in 1988. In the six
cities as a whole, industrial employment as a percent of total declined from 25.7% in 1980
to 24.1% in 1988. These data reflect Carlsbad's growing concentration of industrial/business
parks while manufacturing employment has become less important in other jurisdictions.
In fact, Carlsbad has absorbed more industrial space since 1986 than any other North
County city. (See Table IV-3, discussed below.) During 1986-1990, the Carlsbad market
absorbed an average annual 393,000 SF of industrial space, or about 28% of total absorption-
in the North County cities. These figures indicate the relative dominance of Carlsbad within
North County as a location for flex industrial, R&D, and warehouse facilities, particularly
.."in the Palomar Airport area.
Table IV-2 utilizes these historic employment trends to project future industrial employment
and, subsequently, industrial space demand. KMA has assumed that the ratio of industrial
jobs to total jobs in Carlsbad will continue to increase, Le., from 31.5% in 1988 to 33.0%
by 2005 and thereafter. This assumption is intended to reflect the large inventory of
available industrial acreage in Carlsbad relative to declining inventories in other parts of the
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county. The industrial employment rate times estimated future total employment yields the
projected number of industrial jobs in Carlsbad. KMA then assumed an average
employment density of 750 SF of industrial space per employee, resulting in the required
increase in industrial space. Taking into consideration a 5% pro forma vacancy, total new
demand for industrial space through 2010 is estimated to be 7,786,000 SF, or an average
annual demand of 389,000 SF. Under the assumption of an average FAR of 0.35, industrial
development would require an average of 25.5 acres per year.
Lastly, Table IV-3 presents a historical context to the industrial land use projection. As may
be noted, the City of Carlsbad has absorbed an average of 393,000 SF of industrial space
per year during 1986-1990. The industrial space demand projection is therefore consistent
with recent historical absorption.
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COMMERCIAL LAND USE PROJECTION
Section V of the Technical Appendix presents the projection of land area demand for
retail/commercial land uses. The approach to the commercial land use projection involved
preparation of retail demand models that estimate future expenditure potential and the
increment in supportable retail space by category of retail. KMA's analysis considered space
requirements for six types of retail/commercial businesses:
apparel, appliances, electronic, and specialty goods.
includes 40% of furniture and home furnishings sales.
Convenience sales, which include food, liquor, and drug items. o
o Eating and drinking establishments.
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Home improvement goods, including lumber and building materials, hardware,
plumbing and electrical supplies, paint, glass, and farm and garden supplies.
In addition, 60% of furniture and home furnishings sales are included in this
category.
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o Automobile dealers and supplies. 1
1 0 Service stations.
1 The first step in the analysis was to identify current spending patterns for retail goods @
Carlsbad residents in comparison to the other North County cities, San Diego County, anc
the State of California. Secondly, KMA assessed the relationships between spending fo
income levels were then used to project future expenditure potential for each retail categoq
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KMA then used assumptions about sales productivity (sales per square foot of retail space)
to estimate support for new retail space. Supportable square footage of retail space and
land area requirements by type of retail/commercial use are summarized in Table V-1.
Tables V-2 through V-8A detail the methodology used to amve at these conclusions.
AS shown in Table V-1, the projections indicate total demand for new retail space of
2,855,000 SF through 2010, or an average annual 143,000 SF. These figures take into
account retail building square footage required to accommodate increased sales activity in
comparison goods, convenience goods, eating and drinking, and home improvement items.
Based on an assumed FAR of 0.35, these uses would require an average of 9.4 acres per
year, or a total 187.3 acres, through 2010. In addition, KMA has separately projected
support for new automobile dealerships and service stations. These uses are projected to
require about 3.6 acres and 0.9 acres per year, respectively. Taken together, auto
dealerships and service stations would require about 90.7 acres total through 2010. In sum,
KMA projects total 1991-2010 commercial land use absorption of 277.9 acres, or an average
of 13.9 acres annually.
Retail Sales Trends
Table V-2 presents historic and projected personal income trends for Carlsbad, North
County, San Diego County, and the State. As can be seen, incomes in Carlsbad are
significantly higher than these other areas. Moreover, the rate of growth in income has
been higher in Carlsbad than these other areas.
Tables V-3 through V-8 present total sales for each of the six retail categories in selected
years during 1980-1989 for Carlsbad, the North County cities, San Diego County, and the
State. The following conclusions can be drawn from these tables:
0 Between 14% and 16% of per capita income is typically spent on comparison goods in these areas.
About 10% to 12% of per capita income is spent on convenience goods.
Between 5% and 6% of per capita income is spent in eating and drinking
establishments.
About 6% to 7% of per capita income is spent on home improvement items.
About 10% of per capita income is spent on automotive sales in the County
and the State. In Carlsbad, the ratio of automotive sales to per capita income
is much higher, about 28% in 1989, indicating that Carlsbad captures a
significant share of automotive expenditures from neighboring cities.
Between 3% and 4% of per capita income is spent in service stations.
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It is worth noting that retail spending as a percentage of per capita income has decline(
since 1980 for almost all retail categories. For example, in 1980, about 13% of per capiti income in the areas examined was spent on convenience goods; by 1989, this ratio hac
declined to about 11%. KMA attributes these declines to rising incomes and to the greate
allocation of personal income to housing expenditures. These trends have beel
incorporated into the projection of future retail expenditures by category.
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In Tables V-3A through V-84 KMA has considered (1) population and (2) income forecast
for the City of Carlsbad in conjunction with (3) anticipated future expenditures by retai
category as a function of per capita income. These three factors yield the total sale
potential for each retail category. For example, as shown in Table V-3A, "Population" time
"Per Capita Income" times "Comparison Goods as % of Per Capita Income" equals 'Tota
Comparison Goods Sales Potential." KMA estimated per capita sales potential based 01
historic expenditures for the State, County, and City, as shown in Table V-3. As a next stez
KMA subtracted 1989 sales potential, as an estimate of the current (base year) sales level
to yield the net sales potential, i.e., the increase over current levels. "Assumed Sale
Productivity" reflects typical industry standards or regional expectations of sales productiviq
for each retail category. The sales productivity has been inflated at 4% per year to reflec
anticipated inflation. Dividing net sales potential by assumed sales productivity yield:
"Demand for Retail Space." To this result, KMA added a 5% pro forma vacancy, resultini
in total demand for new retail space over current levels.
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LIMITING CO NDITIONS AND ASSUMPTIONS
The following limiting conditions and assumptions apply to the analysis undertaken in thi
study.
(1)
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The analysis contained in this report is based, in part, on data from secondar]
sources such as the San Diego Association of Governments (SANDAG); the Cente:
for Continuing Study of the California Economy; the California Departments o
Finance and Economic Development and the Board of Equalization; Urbar
Decisions Systems, Inc.; and the Greater San Diego Chamber of Commerce. Whih
KMA believes that these sources are accurate, KMA cannot guarantee their accuracy
The analysis assumes that neither the local nor national economy will experience i
major recession. If an unforeseen change occurs in the economy, the conclusion
contained herein may no longer be valid.
The findings are based on economic rather than political considerations. Therefore
they should not be construed as representation or opinion that government approval!
for development can be secured.
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(4) Market support is not equivalent to financial feasibility; apart from whether there is
a demand for various retail uses, other factors are of crucial importance ir 9
9 determining feasibility.
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(5) The analysis, opinions, recomrriendations and conclusions of this report represen KMA’s informed judgment based on market and economic conditions as of the datt
of this report. Due to the volatility of market conditions and complex dynamics
influencing the economic situations and conditions of the building and developmen1
industry, conclusions and recommended actions contained within this report should
not be relied upon as sole input for final policy decisions regarding current and
future development and planning.
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I Im I Tischler& , Associates, Inc.
2 11 S Manhattan PI
Suite 3 Los Angeles, CA 90004 I (213) 382-4800
Fax (213) 382-4858
4701 Sangamore Road , Suite N210
Bethesda, MD 20816 , Fax (301) 320-4860
(301) 320-6900
(800) 424-4318
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I. Fiscal Impact Analysis
Capital Facility Analysis
Impact Fee Systems
Growth Policy Planning
nomic and Market Analysis
MUNIES, FISCALS & CRlM
Fiscal impact systems
lord for each community
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FISCAL IMPACT ANALYSIS
OF THE GENERAL PLAN
CITY OF CAFUSBAD
December 1991
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1 TABLE OF CONTENTS
Section Page No.
I. Executive Summary 1
11. Economic Analysis & Alternative Scenarios 7 I 111. Overall Methodology & Major Assumptions 11
IV. Fiscal Results to General Fund 14
A. Average Annual 20 Year Results 14 €4. Annual Fiscal Results 15
C. Cumulative Fiscal Results 22
1. Major General Fund Revenues 23
2. Major General Fund Costs 29
V. Fiscal Results to Capital Funds
B. Park-In Lieu Fund 44
A. Public Facility Fund 39 1 C. Traffic Impact Fund 45
APPENDICES - BUDGET SUMMARIES
Tischler & Associa
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I. Executive Summary
This report discusses the fiscal impacts of growth under the City’s Generz
Plan and Growth Management Program between 1992 and 2011, and again betwee,
2011 and buildout. The fiscal impacts are the net costs or revenues from nev
development on the City’s General Fund and three of its Capital Funds -- Public I
I Facility, Park In-Lieu, and Traffic Impact. Thii section summarizes the full fisca
report which follows in Sections I1 through V. Each section is discussed in turn.
A.
As part of this analysis, Keyser Marston Associates, Inc. (KMA) of San Diego
prepared a Land Use Economic Analysis for Carlsbad. KMA recommended that tht
analysis focus on two land use alternatives, called Optimistic and Achievable. Bot1
alternatives include average annual nonresidential absorption of over 600,000 squan
feet. The Achievable Scenario, however, assumes 40% fewer retail square feet
including the absence of a second regional mall and major new auto dealerships. The
result is that by 2011, the City would have 13.6 million more nonresidential square
feet under the Optimistic Scenario, and 12.5 million more square feet under the
Achievable alternative. These represent increases over the 13.8 million square fool
1991 base of 99% and 91% respectively.
Economic Analysis and Alternative Scenarios I
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Nonresidential buildout will be reached by the year 2040. By that time the
Optimistic Scenario projects a total of 34.3 million additional square feet, and the
Achievable alternative a cumulative increase of 29.9 million square feet.
Under the City’s General Plan and Growth Management Program, residential
buildout is projected to occur by 2013. KMA projects average annual absorption of
1,111 dwelling units under both alternatives. Therefore, by buildout the City will
contain over 24,000 more units, or an increase of 89% over the 1990 Census estimate
of 24,995. Using the 2.47 average household size, also from the 1990 Census, by
residential buildout Carlsbad’s population will increase by over 60,OOO or 87% over
the 1990 estimate of 63,126.
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These projections are discussed in more detail in Section I1 of this report.
Tischler & Associal
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B. Major Assumptions
This fiscal analysis calculates the cash flow to the General Fund and Capit;
Funds from new development. It assumes constant 1991 dollars. The analysi
includes the current level of services as reflected in the FY91 Operating Budget an
Capital Improvement Program, which were the documents in use at the time of dat
collection. 1 The assumptions used in this analysis are detailed in TA’s report entitled
“Service Level, Cost and Revenue Assumptions.” The methodology and majo
assumptions, as well as TA’s FISCALS system, are discussed in Section 111 of thi
report.
C.
As the annual results in Table 1 and Figure 1 indicate, growth generates ne
revenues to the General Fund in 19 out of 20 years under the Optimistic Scenario
and 18 out of 20 years under the Achievable Scenario. On a 20 year annual averagc
basis, net revenues are $5.9 million for the Optimistic alternative, and $3.7 million fo
the Achievable alternative. On a cumulative basis net revenues to the General Fun(
are $118.6 million under the Optimistic Scenario and $73.4 million under thc
Achievable Scenario.
Fiscal Results to General Fund
The main reason for these net revenues is nonresidential development. Unde
the Optimistic Scenario net revenues from new Office, Industrial and Commercia
(Retail) uses are $149.6 million on a 20 year basis. Without this nonresidentia
development, the cumulative fiscal results to the General Fund would be net costs
rather than net revenues. The fiscal implication for the City is that a balance o
residential and nonresidential development is desirable. Within nonresidentia
development, Office and Retail uses are more fiscally beneficial due to their highe
market values and generation of Sales Taxes and other revenues. 1,
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A detailed discussion of General Fund results, including major costs an(
revenues, follows in Section IV of this report.
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Table 1
Annual Fiscal Results
to General Fund
(In Millions of 1991 Dollars) I
Net Revenues or Costs Scenario
Optimistic Achievable
Year
1 $ 1.0 $ 0.8
2 1.0 0.6
3 (0.1) (0-8)
4 0.7 (0.2) 5 1.3 0.2
6 2.4 1.1
7 3.4 1.9
8 4.3 2.6
9 5.1 3.2
10 5.9 3.8
11 6.6 4.3
12 6.5 3.9
13 7.5 4.7
14 8.5 5.5
15 9.0 5.8
16 10.0 6.6
17 10.2 6.5
18 11.1 7.3
19 12.0 8.0
20 12.0 7.7 I Buildout 33.4 21.6
Source: TA FISCALS Output, November 1991.
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D.
This analysis includes a discussion of the fiscal results to three of the City
major Capital Funds. These results are summarized below and discussed in Sectio
V of this report. It should be noted that, because nonresidential buildout is projecte
for the year 2040, buildout results are not discussed for the PFF and TIF fund
Rather, these fiscal results are discussed for the 20 year analysis period, or 1992 1
2011. This is because TA does not believe the impact of almost 20 million mor
square feet of nonresidential land uses between 2011 and 2040 has been full
reflected in the City’s CP. On the other hand, residential buildout only exceeds th
20 year analysis period by 2 years. Therefore buildout results to the PIL Fund a1
discussed below.
Fiscal Results to Capital Funds
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1. Public Facility Fund
Fiscal results to the Public Facility Fund (PFF) show net costs in 6 years an1
net revenues in 14 out of 20 years. In actuality the City’s policy is to stag.
construction of major public facilities when adequate fees have been collected. Or
a cumulative basis PFF fees exceed capital costs by $14.3 million under the Optimistic
Scenario and $13.8 million under the Achievable Scenario. On a 20 year averagc
annual basis net revenues are $0.7 million for both alternatives.
2. Park In-Lieu Fund
The Park In-Lieu Fund (PIL) is collected by quadrant. In this analysis fee:
were calculated based on dwelling units by quadrant from the Citywide Phasini
Projections in the Growth Management Program’s Comprehensive Monitorinl
Report. These revenues were then compared to costs for park land to be acquired
with PL fees, as shown in the CIP. Both costs and revenues are the same for the
two alternatives.
Citywide, costs exceed revenues by $2.2 million by the year 2011, and by $1.9
million by residential buildout. The
Northwest has 20 year cumulative costs of $1.66 million; the Northeast costs of $0.5
million; the Southeast costs of $0.1 million; and the Southwest has 20 year cumulative
net revenues of $0.02 million.
Within quadrants, the net results vary.
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3. Traffic Impact Fund
Traffic Impact Fees (TIF) are collected by district. The Carlsbad District, c
northern two-thirds of the City, shows 20 year cumulative net costs of $4.0 millio
under the Optimistic Scenario and $4.1 million under the Achievable Scenario. Th
La Costa District, or southern one-third of the City, shows 20 year cumulative nt
costs of $1.4 million under the Optimistic Scenario, and $1.42 million under thc
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I Achievable Scenario. Citywide the 20 year cumulative net costs to the TIF are $5.
million under the Optimistic Scenario and $5.5 million under the Achievabl I Scenario.
Capital costs to the TIF are from the FY91 CIP. Residential fees wer
calculated based on the Growth Management Program. Nonresidential fees wer
calculated based on KMA's estimates of remaining square feet by zone. Because th
Achievable Scenario contains 1.1 million fewer square feet of retail space by the yea
2011, its TIF revenues are lower and hence cumulative net costs are higher.
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1 11. Economic Analysis and Alternative Scenarios
As part of the analysis of the General Plan, Keyser Marston Associates, Inc
(KMA) of San Diego, prepared a Land Use Economic Analysis for Carlsbad. Thi
report and subsequent memoranda issued by KMA suggested that the analysis focu
on two alternative scenarios. The first scenario, which KMA calls Optimistic, assume
continued aggressive capture of retail land uses between now and buildout. Th
second scenario, which KMA calls Achievable, assumes a more passive posture o
the part of the City vis-a-vis nonresidential development. Specifically, the Achievabl
Scenario lacks a second regional mall andsignificant new auto dealerships which wer
included in the Optimistic Scenario.
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I Office 150,000 150,Ooo
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Using KMA's average annual square feet, nonresidential buildout under bot1
alternatives should occur by the year 2040. KMA estimates that 20% of ne\
nonresidential uses will be public or institutional. For purposes of this mode
nonresidential market values were adjusted downward to account for such ta
exemption in the calculation of real property taxes.
The table below shows KMA's projections of average annual nonresidentia
absorption by type of land use for the two scenarios.
Nonresidential Average Annual Absorption
Land Use (Square Feet)
Scenario
Outimistic Achievable
Industrial 389,000 389,000
143,000 85,800 Commer cia1 I Total 682,000 624,800
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TA's FISCALS model has calculated the increased square feet between 199:
and 2011, and between 2011 and buildout. The table below shows these increase
for the two scenarios.
Increased Nonresidential Land Uses
in Millions of Square Feet I
I Optimistic Achievable
Analysis Period Scenario
1992 to 2011 13.64 12.5
201 1 to Buildout 20.64 17.4 I Total 34.28 29.9
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KMA estimates the City's nonresidential square feet as of January 1991 as 13
million. Therefore under the Optimistic Scenario this land use would increase k
99% over the next 20 years. Under the Achievable Scenario nonresidential us(
would increase by 91% over the same time period.
Based on the increased nonresidential land uses shown above, TA's FISCAL
model calculated increased employment under the two scenarios. This calculatic
used KMA's estimates of square feet per employee, as follows: Office, 250; Ret2
286; and Industrial, 713. The result is increased employment as shown below.
Increased Employment
Scenario Analysis Period I Optimistic - Achievable
1992 to 2011 32,912 28,912
2011 to Buildout 49,811 40,304 I Total 82,723 69,216
The City's estimated 1991 employment is 32,826. Therefore the projectc
increase in employment under the Optimistic Scenario for the first 20 years is 100:
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I by 2013.
Under the Achievable Scenario, the projected increase in employment is 88% ovc
the same time period.
Under both scenarios, KMA projects average annual residential demand i
1,111 units per year. At that rate of absorption, residential buildout will be reache
According to the Housing Element of the General Plan, under existing zonin
47.4% of new units will be single family and 52.6% multi-family, including townho
ses. It should be noted that these percentages are slightly different from tho,
projected by KMA (48.8% and 5 1.2%). Wherever possible, adopted City policy su(
as the General Plan or the Growth Management Program was used to suppleme
KMA's findings in this analysis. For example, the Citywide Phasing Projections frc
the Growth Management Program's Comprehensive Monitoring Report were us
to calculate dwelling units for Park In-Lieu Fees and for Planning Fees.
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Based on average annual dwelling units and average household size of 2.
from the 1990 Census, following are the projected increases in population a
housing used in the analysis.
Increased Residential Development I Analysis Period Dwelling Units Population -
1992 to 2011 22,220 54,883
2011 to Buildout 2,222 5,488 1 Total 24,442 60,371
It should be noted that TA's FISCALS model calculated population il
different manner from KMA. That is, KMA assumed an average household sizt
2.42, a 5% housing vacancy rate, and 1.46% of population in group quarters. In
analysis no additional group residences have been projected, nor has a vacancy I
been included. TA has used the Census average household size in this analysis
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order to more closely approximate the City's previously projected buildout population
Under TA's projections, over the next 20 years, Carlsbad's population wil
increase 87% over the 1990 Census figure of 63,126. Dwelling units will increase
89% over their estimated number in the 1990 Census, 24,995.
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1 111. Overall Methodology and Major Assumptions
A.
In order to provide an understanding of the overall methodology used in th
The FISCALS Process and Data Input Categories 1
I fiscal impact analysis, a brief explanation of the FISCALS process follows.
There are three types of input data. The first category of demomaphi
economic projections is called Demand Base data inputs. These numeric
projections include data such as population, housing units, and commercial spac
The projections are made through the 20 year study period (1992 to 2011), and aga
to buildout, for purposes of comparison. It is essential to understand that these la1
use and demographic projections constitute the analytical base for the entire fisc
impact analysis. That is, virtually all cost and revenue projections are derived fro
the demand base data, both on an annual and cumulative basis. This information w
developed by Keyser Marston Associates, Inc. (KMA), and is described in Section
of this report. The projections are also shown in the appendices at the end of tl
report, and are described in KMA's report entitled, "Land Use Economic Analysi
The second general type of input data focuses on propertv tax revenur
Estimated market values of new residential and nonresidential property in the Ci
expressed in constant 1991 dollars, are multiplied by the City's share of the propel
tax (19%) under California law, to calculate property tax revenues from nc
development.
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The third type of input data relates to the government service levels, costs a
revenues. The service level, cost and revenue data used in this analysis we
determined and agreed upon by TA and City staff, through interviews and writt
communications. This data has been used by TA to design the FISCALS system j
the City to calculate the annual costs, revenues and capital facilities by departmc
or function, where appropriate. These assumptions are contained in TA's documt
entitled, "Service Level, Cost and Revenue Assumptions."
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The last step in the fiscal process is to use FISCALS to calculate the fisca
impacts of new development on the City’s General Fund, and on three of its Capita
Funds -- TIF, PFF and Park In-Lieu. Budget summaries for each of the twc
alternative scenarios and each of the funds are included in the appendices to thi I report,
B. Major Assumptions
This fiscal impact analysis can be regarded as a snapshot of the currer
budget. The FY91 (July 1, 1990 - June 30, 1991) Operating Budget and Capit,
Improvement Program figures have been used to represent a snapshot of the City
current costs and revenues and level of services. These are the documents whic
were available at the time of data collection. Constant 1991 dollars are use
throughout the study.
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The following major assumptions regarding the fiscal methodology should 1
noted.
1. Incremental, Growth-Related Costs and Revenues
For this analysis, costs and revenues which are directly attributable to a
development are included. In a number of cases, the data used are average cos
based on a decision by the local staff and TA that this is the best informati1
available. For example, operating costs for some Recreation programs are expect
to increase with residential development, with population used as a proxy. So1
costs are not expected to be affected by growth and are fixed in this analysis, such
the City Council. Carlsbad is unique in our experience in that, under its Grov
Management Program, the marginal impact of growth has already been addressed
the Capital Improvement Program. That is, the need for most new facilities i
residential buildout has already been estimated by City staff. This permitted TA
use the CIP rather than, for example, calculating the need for new parks based
population thresholds and service level standards.
2. Level of Service
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The cost projections are based on the assumption that the current level
service, as shown in the FY91 budget, will continue throughout the analysis perj 1
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3. Revenue Structure and Tax Rates
Revenues are projected assuming that the current revenue structure and ti
rates, as defined by the FY91 budget, will not change during the analysis period.
4. Inflation Rate I The rate of inflation is assumed to be zero throughout the projection perk
and cost and revenue projections are in constant 1991 dollars. This assumption is
accord with current budget data and avoids the difficulty of interpreting resu
expressed in inflated dollars.
5. Non-Fiscal Evaluations
At this point, it should be noted that, while fiscal impact analysis is :
important consideration in planning decisions, it is only one of several issues whi
should be considered. Environmental and social issues should also be considere
The above notwithstanding, this study will enable all interested parties to understa
the possible fiscal implications of growth.
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1 W. Fiscal Results to General Fund
The impact of new development in Carlsbad on General Fund expenses an
revenues is discussed in this section. Fiscal results are shown in the following orde
20 year annual average; annual; and cumulative. The cumulative fiscal results a1
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I discussed in terms of major costs and reyenues to the General Fund.
A.
By the year 2011, or at the end of the 20 year analysis period, the averaf
annual fiscal results to the General Fund under the Optimistic Scenario are n
revenues of $5.9 million. Under the Achievable Scenario the 20 year average annL
results are net revenues of $3.7 million. These results are shown in Table 2 belo
Average Annual Twenty Year Results I
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Table 2
Average Annual General Fund
20 Year Fiscal Results
(In Millions of 1991 Dollars)
Scenario
Outimistic Achievable I Average Annual Expenses $11.6 $11.5
Average Annual Revenues $17.5 $15.2
Net Revenues $ 5.9 $ 3.7 I Percent of FY91 Budget 13.4% 8.4%
On a 20 year average annual basis, General Fund costs under the Optimi
Scenario are almost $22,000 higher than under the Achievable Scenario. This is (
to the fact that the only difference between the two alternatives is that
Achievable Scenario has 40% fewer commercial (retail) square feet. This result
lower costs for nonresidential inspection by the Fire Marshal's staff and for St
Maintenance. -I
Offsetting these slightly higher General Fund costs are revenues which are :
million higher under the Optimistic Scenario on a 20 year average annual basis.
this total, Sales Taxes are over $2 million higher due to 1.1 million more square I
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of retail space under the Optimistic Scenario between 1992 and 2011. The remainin
differences in 20 year average annual revenues are made up of Property Taxe
$132,ooO, Transient Occupancy Taxes, $81,000; Business Licenses, $36,000; Transfc
Taxes, $3,650; and Construction Permits and Building Department Fees, $1,423.
B. Annual Fiscal Results
Table 3 and Figure 1 on the following pages show the annual net revenues ( I net expenses for the two scenarios. When projected General Fund spending
compared to property taxes and other revenues from new development, tl.
Optimistic Scenario shows annual net revenues in all but year 3. The Achievable
Scenario shows annual net revenues in all but years 3 and 4. The reason for the:
results is that, in the early years of the analysis period, revenues from nc
development have not accrued in advance of required spending. For example,
year 3 or 1994, the Fire Department projects the acquisition of a ladder truck costi
$600,000 to purchase and $641,000 per year to operate. These operating co:
include the following: $603,000 per year for salaries, benefits, overtime a
Maintenance & Operation (M&O) for 9 firefighters; Vehicle Maintenance costs
$8,000 per year; and Vehicle Replacement costs of $30,000 per year.
Another impact on the fiscal results in the early years is a Mobile Intensj
Care Unit (MICU or ambulance) in year 4 or 1995. The MICU costs $70,000
acquire and $655,000 per year to operate. These operating costs include t
following: $625,000 per year for salaries, benefits, overtime and Maintenance
Operation for 9 paramedics; Vehicle Maintenance costs of $12,000 per year; a
Vehicle Replacement costs of $17,500 per year.
Also under the Fire Department in year 4, an Emergency Medical Servi
Coordinator and Educator is added. Salary and benefits for this position total o I, $54,000 per year. -,
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Table 3
Annual Fiscal Results
to General Fund
(In Millions of 1991 Dollars) I
Net Revenues or Costs Scenario
Optimistic Achievable
Year
1 $ 1.0 $ 0.8
2 1.0 0.6
3 (0.1) (0.8)
4 0.7 (0-2) 5 1.3 0.2
6 2.4 1.1
7 3.4 1.9
8 4.3 2.6
9 5.1 3.2
10 5.9 3.8
11 6.6 4.3
12 6.5 3.9
13 7.5 4.7
14 8.5 5.5
15 9.0 5.8
16 10.0 6.6
17 10.2 6.5
18 11.1 7.3
19 12.0 8.0
20 12.0 7.7 I Buildout 33.4 21.6
Source: TA FISCALS Output, November 1991.
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Other significant cost increases in the early years include the opening of ti
South Carlsbad Library in year 2 or 1993. Operating costs for the library itself w
be $948,000 per year. This includes the following: salaries and benefits for 10 ne
staff, $329,000; Facilities Maintenance, $553,120; and Grounds Maintenance, $66,00
In addition, with the opening of the library, part-time Media Services staff will 1
added to manage the auditorium and operate the Cable TV studio. This cost will 1
$8,000 per year. The new library will also contain an art gallery for which tl
Director of Cultural Arts projects operating costs of $122,000 per year. This includ
salary and benefits for the Gallery Director, $48,000, Maintenance & Operation f
the Gallery, $63,000; and part-time guards and exhibit preparators, $11,000.
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Also under Cultural Arts in year 4, the Director expects to make the Pub1
Art Coordinator position full-time for an annual increased cost of $34,000.
The existing library (Cole) will be renovated after South Carlsbad opens. TI
Library Director projects Cole to reopen in year 3 or 1994. Salaries and benefits fc
24.5 new staff at Cole will cost $564,000 per year. (This is to replace staff now
Cole who are expected to transfer to South Carlsbad in 1993.) The collection for tl
Cole Library will be expanded in year 1 at a cost of $400,000.
Another significant cost in the early years of the analysis period is for Pa
Maintenance. By year 3 or 1994, based on the projects in the FT91 CIP, the City w
be maintaining over 124 additional acres. This land will be in the following par1
Larwin, Alta Mira, Alga Norte, Aviara, and Leo Carillo. At $11,000 per aci
additional Park Maintenance costs are $1.4 million by year 3.
Under Utilities & Maintenance, the City will need to purchase hea7
equipment (a dump truck and Grade All) costing $230,000 in year 2. This equipme
is needed under new EPA requirements. Associated operating costs will be $103,(H
per year beginning in year 2, for truck operators, Vehicle Replacement and Vehic
Maintenance. I Tables 4 and 5 below compare General Fund revenues and costs projected fi
the Optimistic Scenario in the year 20 or 2011 to their amounts in the FY91 Budgt
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Table 4
Increased General Fund Revenues
Compared to Fy91 Budget
Optimistic Scenario
(In Millions of 1991 Dollars)
FY91 Budget Year 20 % of FY91
Amount Proiection Budget
Property Tax $12.4 $12.6 101.6
Sales Tax 11.0 9.6 87.3
Transient Tax 3.7 3.4 91.9
Franchise Tax 0.7 0.6 85.7
Transfer Tax 0.4 0.2 50.0
Construction
Permits & Bldg.
Dept. Fees 1.6 1.2 75.0
Business Lics. 0.9 0.8 88.9
Other Licenses 0.3 0.3 100.0
Vehicle In-Lieu 2.3 1.5 65.2
Gas Tax 0.9 0.8 88.9
Planning Fees 0.8 0.05 6.3
Ambulance Fees 0.2 0.2 100.0
Other Charges 0.5 0.4 80.0
Fines & Forfeits. 0.6 0.5 83.3 I Total $363* $32.15 88.6
*Note: Does not include sources regarded as fixed in this analysis. See TA’s rep0
“Service Level, Cost and Revenue Assumptions,’’ for detail.
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Table 4 shows that, except for Planning Fees and Transfer Taxes, Gener
Fund revenues are projected to increase from 65% (Vehicle In-Lieu Taxes) to 102'
(Property Taxes) of their FY91 levels. The reason for these increases is tk
projected increases in the bases for calculating these revenues: populatio
employment, dwelling units, and nonresidential square feet. As discussed in Sectic
I1 of this report, each of these demand bases is projected to increase from betwet
87% and 100% over the next 20 years.
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In this model Planning Fees were calculated only for projected ne
development. Many of the larger fees would have already been collected by the ye
2011, or 2 years before residential buildout. Therefore in year 20 this source is on
6% of its estimated level in FY91.
Likewise, in this model Transfer Taxes were only calculated for projected ne
development. In actuality, the City collects this revenue on resales of existii
property. Based on discussions with the City, therefore, in year 20 Transfer Tax
are only 50% of their estimated FY91 level.
Table 5 below compares projected year 20 General Fund costs to tht
amounts in the FY91 Budget. This shows that, where services and facilities mi
expand directly to serve new residents, such as Libraries and Parks, costs will almc
double over the analysis period (94.6% of the N91 level for Culture and Recreatic
is reached by year 20).
Where there is existing capacity to accommodate new development, such
in Public Safety and Utilities & Maintenance (U&M), projected cost increases are n
so high. For example, the City does not expect to build new Fire or Police statioi
Public Safety costs in year 2011 are estimated as 57.6% over their FY91 levels, wh
U&M costs increase 57.1% over the same time period. 1
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As discussed in further detail below, General Government functions a
expected to be able to absorb growth without significant direct expansion. Therefc
by the year 2011 these costs are projected to increase by 15.5% over their FY91 lev
Finally, as also discussed below, many of the functions under Developme
Services primarily exist to accommodate new residential and nonresident
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1 construction. Therefore, by year 20, these costs are projected to increase by 6.44
over their amount in the FY91 Budget.
Table 5
Increased General Fund Costs
Compared to FY91 Budget
Optimistic Scenario
(In Millions of 1991 Dollars)
FY91 Budget Year 20 % of FY91
Amount Proiection Budget
Budget
General Govt. &
$ 7.1 $ 1.1 15.5 Nondeptl.
Public Safety $15.1 $ 8.7 57.6
Police 8.9 5.4
Developmt. Svcs. 1 & Bldg. Insp. $ 7.8 $ 0.5 6.4
Culture & Rec. $ 7.4 $ 7.0 94.6
Library 3.0 2.1
Parks 4.4 4.9 I Utils. & Maint. $ 4.9 $ 2.8 57.1
Total $423* $20.1 47.5
*Note: Does not include Contingencies of $1.7 million in FY91 Budget.
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C. Cumulative Fiscal Results
Table 6 below shows the cumulative results to the General Fund for the twc
scenarios. This shows that revenues generated by new development exceed costs b I
$118.6 million under the Optimistic Scenario and $73.4 million under the Achievabl
Scenario, cumulatively between 1992 and 2011. The reasons for the difference i
results are discussed below under costs and revenues to the General Fund.
Table 6
Cumulative 20 Year Fiscal Results
to General Fund
(In Millions of 1991 Dollars)
Scenario
ODtimistic Achievable I Cumulative Expenses $231.4 $230.9
Cumulative Revenues 350.0 304.3
Net Revenues $118.6 $ 73.4
The main reason that both scenarios generate cumulative net revenues to tt
General Fund, is the assumed level of new nonresidential development of ovt
600,000 square feet per year. These projections were developed by KMA based c
Carlsbad’s average annual absorption during the last half of the 1980s. The resulth
increase in nonresidential land use of 13.6 million square feet, or 99% over the 1%
base, generates 20 year cumulative net revenues to the General Fund of $149
million under the Optimistic Scenario. These nonresidential revenues exceed tl
cumulative net revenues for this alternative by over $31 million. The implication fi
the City is that average annual nonresidential absorption can drop below the leve
of the 198Os, as long as new development is balanced among Office, Retail a1
Industrial uses. Office and Retail uses are more fiscally beneficial due to their high1
market values and generation of Sales Taxes and other revenues.
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1. Major General Fund Revenues
Table 7 shows 20 year cumulative totals for major revenues for the two scenaric
These totals are revenues generated by new development, and are in addition
FY91 General Fund revenues. The table and this discussion are in roughly the san
order as the City's Revenue Estimates shown on pages 25 through 30 of the FY
Budget. It should be noted that several General Fund revenues are not projected
increase with growth, and are therefore not included in this analysis. For a detailc
listing of excluded revenues and for the bases of calculating the included revenuc
refer to TA's document entitled, "Service Level, Cost and Revenue Assumptions.
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a. Taxes
For the Optimistic Scenario this category of revenues totals $278.4 million, I
almost 80% of the 20 year cumulative total for General Fund revenues of $3!
million. For the Achievable Scenario, Taxes total $233.9 million, or almost 77%
cumulative revenues of $304 million.
(1) Property Taxes
The largest source of taxes -- and indeed of General Fund revenues --
Property Taxes. For the Optimistic Scenario these are $132.3 million or almost 38
of the cumulative total. For the Achievable Scenario Property Taxes are $125
million or almost 43% of the cumulative total. The cumulative difference in Proper
Taxes, $2.6 million, is due to 1.1 million more retail square feet in the former. I
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Table 7
Cumulative Revenues to General Fund
(In Millions of 1991 Dollars)
20 Year Cumulative Totals Scenario
Optimistic Achievable
Amount Percent Amount Percent
Taxes
Property Tax $132.3 37.8 $129.6 42.6
Sales Tax 100.6 28.8 60.4 19.8
Transient Tax 35.5 10.2 33.9 11.1
Franchise Tax 6.4 1.8 6.4 2.1
Transfer Tax 3.6 1.0 3.6 1.2
Licenses & Permits
Construction Permits &
Business Licenses 8.6 2.5 7.9 2.6
Other Licenses & Permits 2.7 0.8 2.7 0.9
State Subventions
Vehicle In-Lieu $ 15.4 4.4 15.4 5.1
Gas Tax 8.5 2.4 8.5 2.8
Charges for Services Planning Fees $ 1.8 0.5 1.8 0.6
Ambulance Fees 2.1 0.6 2.1 0.7
Other Charges or Fees 4.3 1.2 4.3 1.4 I Fines & Forfeitures $ 5.0 1.4 5.0 1.7
100.0
Bldg. Dept. Fees $ 23.1 6.6 $ 22.7 7.4
TOTAL $350.0 100.0 $3043
Source: TA's FISCALS Output, November 1991.
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1 For this analysis, Property Taxes were calculated by multiplying the City
share, 19%, times 1% of market value. Neither increases in collections due 1
inflation nor to resale were included here. I
I Market values were developed by KMA. For dwelling units these values we]
weighted by TA based on the distribution of units remaining to be built according 1
the Housing Element of the General Plan. For nonresidential square feet the!
values were discounted by 20%, to account for KMA's estimate of future public ar
institutional uses. The result is 1991 market values for new construction as follow
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Dwelling Units
Single Family $345,275
Multi-Family $159,504
Office $100
Retail $116
Industrial $64
Nonresidential Square Foot
In order to avoid overestimating this revenue, property taxes were n
calculated on vacant land.
(2) Sales Taxes
The second largest source of taxes and of General Fund revenues is Sal
Taxes. Because this source is projected to increase as a function of square feet
retail space, it is $40.2 million higher under the Optimistic than under the Achievat:
Scenario. Sales Taxes are $100.6 million and almost 29% of cumulative Gene1
Fund revenues under the Optimistic Scenario. Under the Achievable Scenario Sal
Taxes are $60.4 million and almost 20% of the cumulative total.
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(3) Transient Occupancy Tax
The third largest source of taxes and of General Fund revenues is tl
Transient Occupancy Tax (TOT). As part of their Land Use Economic Analys
KMA did not provide separate projections for hotels and motels as a commerc:
land use. To quote KMA, " ... demand for new hotel rooms is largely a function
statewide or national economic conditions ... As a result, it is difficult to project wj
any accuracy the market for new hotel rooms in Carlsbad."
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In order to estimate this revenue, TA has projected it to increase with bot1
population and employment. Because net new jobs are 4,000 higher under thi
Optimistic than the Achievable Scenario by the year 2011, revenue from TOT is $1~ I
million greater over the 20 year period. Under the Optimistic Scenario this SOUTC
is $35.5 million and 10% of cumulative General Fund Revenues.
Achievable Scenario TOT is $33.9 million and 11% of the cumulative total.
Under th
I (4) Franchise Tax
The source of this revenue is sales by gas, electric and cable TV companie
It is projected to increase with population and is therefore the same under bot
alternatives, $6.4 million and around 2% of 20 year cumulative General Fun
revenues.
(5) Transfer Tax
In this model this revenue is calculated at $0.55 per $1,000 of the market vali
of new development. As with the Property Tax, resales are not included. Becau,
of the 1.1 million more square feet under the Optimistic Scenario, Transfer Taxes a
$0.07 million higher under this alternative. For both scenarios Transfer Taxes a
around $3.6 million and 1% of 20 year cumulative General Fund revenues.
b. Licenses and Permits
In the FY91 Budget, Construction Permits are shown under this category ai
Building Department Fees are shown under the category of Charges for Services.
the fiscal model, both revenues are calculated per type of dwelling unit (single fam
and multi-family) and per nonresidential square foot (office, industrial and retaj
Therefore the first revenue discussed in this category is a combined one, Constructi
Permits and Building Department Fees.
(1) Construction Permits & Building Dept. Fees
Construction or building permits were calculated as a function of build
valuation times average-sized housing for new dwelling units, and times square fi
for new nonresidential space. Building Department Fees (Plumbing, Electrical a
Mechanical Permits) were estimated by the City's Building Official to increase 1
new dwelling unit and per nonresidential square foot.
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1 under the Achievable Scenario.
Because of the Optimistic Scenario’s additional 1.1 million retail square f
these revenues are $0.4 million greater on a 20 year cumulative basis. Construci
Permits and Building Department Fees are $23.1 million and 6.6% of total Geni
Fund revenues under the Optimistic Scenario, and $22.7 million and 7.4% of the t
(2) Business Licenses
This revenues was projected to increase with nonresidential developmer
the City. Again, because of the greater number of retail square feet under
Optimistic Scenario, revenue from Business Licenses is $0.7 million higher on I
year cumulative basis than under the Achievable Scenario. For the Optim
Scenario this revenue is $8.6 million and 2.5% of the total; for the Achiev;
Scenario, it is $7.9 million and 2.6% of 20 year cumulative General Fund reven
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(3) Other Licenses and Permits
This categoIy includes a number of sources which were projected to incrc
with population. Because projected new dwelling units and population are the s(
under both alternatives, Other Licenses and Permits are also the same: $8.6 mil
and almost 1% of total General Fund revenues on a 20 year cumulative basis.
c, State Subventions
The second revenue discussed here is the Gas Tax, which is shown UI
Capital Funds in the FY91 Budget. Because it is used to offset the costs
General Funded activity, street maintenance, and because it is a State-sh
revenue, the Gas Tax is grouped here in the fiscal model.
(1) Vehicle In-Eeu Tax
This revenue is distriiuted by the State based on the value of automol
owned by residents of Carlsbad. For this analysis it was projected to increase t
partial per capita basis. Because projected population increases are the samc
both alternatives, Vehicle In-Lieu Taxes are also the same: $15.4 million on
year cumulative basis. For the Optimistic Scenario this is 4.4% of the total; foi
Achievable alternative, 5.1% of the total.
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I (2) Gas Tax
This State-shared revenue was projected to increase with population and
therefore the same under both alternatives: $8.5 million on a 20 year cumulati
basis. For the Optimistic Scenario this is 2.4% of total General Fund revenues; j
the Achievable alternative, 2.8% of the total.
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Of the revenues in this category in the FY91 Budget, Building Departmt
Fees were discussed above with Construction Permits. Engineering Fees have I
been included under the assumption that they would be offset by operating costs
professional services. Zone Plan Fees are included with Planning Fees which L
discussed below. Weed Cleaning Fees are not expected to increase with nc
development and therefore are fixed in this analysis. Recreation Fees were deduct
from the City's operating costs for fee-supported recreation programs. Thc
revenues in this category- which are projected to increase with growth are discuss
below.
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(1) Planning Fees
This category includes the following sources: Facilities Management FI
Environmental Impact Report, Master Plan or Specific Plan, General PI
Amendment, Tentative Tract Maps, Planned Development Fee, and Site Develc
ment Plan. These revenues have been projected based on information from Plann
and Growth Management sw such as the Citywide Phasing Projections in 1
Comprehensive Monitoring Report. These projections were used to calcul;
dwelling units remaining to buildout, by zone and quadrant of the City. The
revenues are also based on KMA's estimates of undeveloped nonresidential acres
zone and by quadrant. The only source which is sensitive to nonresidential squr
feet, Site Development Plans, has been conservatively estimated at $5,250 per ye
Because the projected average annual absorption of total nonresidential square ft
is only 9% less under the Achievable Scenario, Planning Fees have been assumed
be the same under both alternatives: $1.8 million on a 20 year cumulative basis,
almost 1% of total General Fund revenues.
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I (2) Ambulance Fees
This revenue has been projected to increase with population, and is therefc
the same under both scenarios: $2.1 million on a 20 year cumulative basis, or almc
1% of total General Fund revenues.
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This revenue is also projected to increase with population, and is therefore 1
same under both alternatives: $4.3 million or slightly over 1% of 20 year cumulat
General Fund revenues.
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e. Fines and Forfeitures
Revenues in this final category are also projected to increase with populati
and are the same under both scenarios: $5.0 million and between 1% and 2% of
year cumulative General Fund revenues.
2. Major General Fund Expenses
Table 8 shows 20 year cumulative totals for major expenses for the '
scenarios. These totals are costs generated by new development, and are in addii
to FY91 General Fund expenditures. The table and this discussion are in roughly
same order as the City's Expenditure Schedule shown on pages 21 and 22 of
FY91 Budget. A number of expenditures are not projected to increase due to 1
development. These costs are found in the General Government area, where sc
centralized functions are anticipated to be able to absorb growth. These include
following offices: City Council, City Manager, Public Information, City Clerk, C
Management, Audit, and Research. Under Nondepartmental expenditures, (
Animal Regulation is projected to increase due to growth. The rest of this catel
is expected to remain stable or to increase due to inflation or other factors which
not the focus of this analysis. 1 *-, Another category in which costs are not projected to increase significant
Development Services, including Building Inspection. This is due to the fact thai I main purpose of many of these functions is to serve new development. There
existing staff and existing levels of spending are expected to be able to absorb I 1 of the impacts of growth. I 29
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Table 8
Cumulative Expenses to General Fund
(In Millions of 1991 Dollars)
20 Year Cumulative Totals Scenario
Optimistic Achievable
Amount Percent Amount Percent
General Government & Nondepartmental $ 11.8 5.1 $ 11.8 5.1
Public Safety 1 Police $ 53.9 23.3 $ 53.9 23.3
$ 32.8 14.2 Fire $ 33.1 14.3
Development Services & Bldg. Inspection $ 6.2 2.7 $ 6.2 2.7
Culture & Recreation I Library $ 35.0 15.1 $ 35.0 15.2
Parks & Rec $ 58.3 25.2 $ 58.3 25.3
Utilities & Maint. $ 33.0 14.3 $ 32.8 14.2
TOTAL $2313 100.0 $230.8 100.0*
*Note: Totals may not add to 100% due to rounding.
Source: TA's FISCALS Output, November 1991. I
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For a detailed discussion of costs included in this analysis, refer to TL
document entitled, "Senice Level, Cost and Revenue Assumptions."
a. General Government 2% Nondepartmental
This category of costs is the same for both alternatives, $11.8 million and 5.3
of 20.year cumulative General Fund expenses. Of this total, over $8.5 million or 7;
is for salaries and benefits, broken down as follows: $4.0 million for the C
Attorney's office; $2.5 million for the Finance Department; and $2.0 million for st
in Human Resources and Information Systems. By the year 20 or 2011, there will
18 new staff in the General Government category.
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Opening of the New City Hall in 2002 generates additional Facilities Main
nance costs of $227,000. On a cumulative basis these General Government cc
total $2.3 million. Animal Regulation is another $0.8 million on a 20 year cumulat
basis.
The remaining $0.2 million of 20 year cumulative General Government cost
for furniture and equipment for new City staff, as described above.
b. Public Safety
(1) Police Department
Because expenses to this department are projected to increase due to populat
growth, they are the same for both alternatives: $53.9 million and 23.3% of 20 y
cumulative General Fund costs. Of expenses to this department, salaries and bene
for new staff are $42.2 million and 78% of the cumulative total. By year 20 or 2(
new Police personnel are projected as shown in the table below.
Other significant costs to the Police Department are for what the FISCf-'
system calls "Direct Operating Costs.'' These are $9.2 million and 17.1% of the
year cumulative total for this department. Of these costs, Communications (
Services are $5.1 million. This category includes data processing, professional
outside services, telephone and communications, and equipment maintenance cc
for the department as a whole.
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Projected Police Personnel
Division Position No. Yr. 20 Salaries + Benefits
(In Thousands of 1991 Dollars)
Operations
Field Officers 42 $2,057
Sergeants 7 438
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Investigators 8 466
Police Service Aide 1 27
Detectives 2 104
Dispatchers 11 406
Crime Prevention
Technician 1 31
DARE Officers 2 98
Records Clerks 5 146
Motorcycle Offcrs. 3 207
Investigators 2 85
Sergeant 1 63 1 Police Service Aide 1 27
TOTAL 87 $4,182
Investigations
Vice
Technical Services
Traffic
Other direct operating costs are Maintenance & Operation (M&O) of $3,088 1
year per uniformed officer for uniforms, training, tools, and supplies. Over the
year analysis period officers’ M&O totals $2.0 million. Another direct operating c
is Vehicle Maintenance which totals $2.0 million on a 20 year cumulative basis.
2011 there are 31 new vehicles, as shown in the table below.
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It should be noted that, in this analysis, Vehicle Replacement costs for the Po
Department were calculated by the FISCALS system and are included in the dire
funded capital costs discussed below. Over the 20 year analysis period these u
total $2.5 million. Of this total, $0.3 million is for furniture and equipment for Po
personnel who work out of offices, and the remaining $2.2 million is for purchase l
replacement of the 31 Police vehicles shown below.
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Projected Police Vehicles in Year 20
Division Position Number
Operations
Field Officers 7
Sergeants 2
Police Service Aide 1
Investigators 8
Police Service Aide 1
Detectives 2
Crime Prev. Tech. 1
DARE Officers 2
Motorcycle Officers 3
Investigations
Vice
Technical Services
Traffic
Investigators 2
Sergeant 1
Police Senice Aide 1
TOTAL 31 I (2) Fire Department
I Twenty year cumulative costs to the Fire Department are $33.1 million under 1
Optimistic Scenario and $32.8 million under the Achievable Scenario. In both ca
this represents 14% of total General Fund costs. The difference lies in inspection
nonresidential buildings by the Fire Inspector’s staff. Because of the Optimi:
Scenario’s 1.1 million more square feet of retail space by the year 20, its costs
Nonresidential Inspection are $3.4 million, compared to $3.1 million for
Achievable Scenario, both on a 20 year cumulative basis.
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Of expenses to the Fire Department by year 20, stafling-related costs are $2
million or 80% of the 20 year cumulative total for both alternatives. These cc
include salaries, benefits, overtime and M&O for 3 administrative staff, 27 firefight
and 9 paramedics projected by the year 2011. The firefighters will staff the r
ladder truck and engines for Stations 1 and 5. The paramedics will staff the Mol
Intensive Care Unit (MICIJ, or ambulance).
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Other operating costs to the Fire Department are $5.3 million under t
Besid Optimistic Scenario and $5.0 million under the Achievable Scenario.
Nonresidential Inspection, discussed above, these costs include the following.
Residential Inspection and population-related Fire Prevention activities are $(
million on a 20 year cumulative basis.
Vehicle Maintenance and Vehicle Replacement costs total $1.3 million over t
analysis period. Capital costs to purchase the ladder truck, two fire engines and o
ambulance are $1.2 million on a 20 year cumulative basis.
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e. Development Services
As discussed in the introduction to this section, many of the functions in t
budget categoq exist primarily to serve new development. Therefore their costs h;
not been projected to increase in this model. Those costs which are included
expected to increase with population and are the same for both alternatives: $
million and 2.7% of 20 year cumulative costs to the General Fund.
Of this total, Transportation Engineering is $2.4 million or 38% of 20 y
cumulative costs to Development Services. The remaining $3.8 million of cumulal
expenses are to the Land Use Division of the Planning Department. This inch
salaries and benefits for four new Associate Planners and one Word Processor
well as furniture and equipment for those five staff.
d. Culture and Recreation
(1) Library Department
The activities under this department - public libraries and the Cultural 1
program -- are primarily expanding to serve new residents of Carlsbad. There
these costs are the same for both alternatives, $35.0 million and 15% of 20 !
cumulative expenses to the General Fund. I.
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Of total costs, $18.2 million or 52% are for salaries and benefits for 37 full-I
equivalent staff by the year 2011. New positions and staffing costs are shown in
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Facility or Program No. of New Staff Yr. 20 Salaries + Benefits
(In 1991 Dollars) I South Carlsbad Library 10.0 $328,864
Cole Library 24.5 5 633 72
Media Services 0.5 7,558
Art Gallery
Director 1.0 47,880
Guards & Preparator 0.5 11,200
Public Art Coordinator 0.5 34,000 I TOTAL 37.0 $993,074
It should be noted that, when the new South Carlsbad Library opens in 195
most of the staff now at Cole are expected to be transferred there. When Cc
reopens after renovation in 1994, the positions transferred to South Carlsbad u
need to be replaced, as shown above.
The opening of the 64,000 square foot South Carlsbad Library in 1993 u.
generate direct operating costs of $619,120 per year. This includes Faciliti
Maintenance, Grounds Maintenance, and utility costs to the Library Department. C
a 20 year cumulative basis these costs total $11.8 million.
The South Carlsbad Liirary will include an Art Gallery with Maintenance
Operation costs of $62,5OO annually or $1.2 million cumulative. The Gallery will a1
have new staff as shown above. The Library will include an auditorium and cable 7
studio with part-time staff shown under Media Services above.
By the year 2010,20,000 square feet are projected to be added to Cole Librar
This expansion will generate Facilities Maintenance and utility costs of $166,600 p'
year or $0.3 million on a cumulative basis. 1. -4' r
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Support, $1.0 million cumulative, and Collection Replacement, $2.2 million over tl
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20 year analysis period. The latter is for annual replacement of library book
subscriptions and audiovisual materials.
Because most of the collection now at Cole will be transferred to South Carlsba
in 1992, the Library expects to spend $400,000 to purchase and process materials fc
the Cole collection when it reopens after renovation. 1
(2) Parks and Recreation
Services and facilities of this department are primarily geared to residents (
Carlsbad. In fact, the FY91 Capital Improvement Program includes projections
park acreage and recreational facilities needed to serve residents through buildoi
This is possible because buildout population can be estimated fairly accurately und
the City’s Growth Management program. Since population increases are identic
under both scenarios, costs to the Parks and Recreation Department are likewise 1
same: $58.3 million and 25% of 20 year cumulative expenses to the General Fu
Of this total, $40.1 million cumulative or 69% is for Parks Operations. T
assumes park maintenance costs of $11,OOO per acre, and includes capital outlay
vehicles and equipment, maintenance and replacement, and facilities rnaintenai
activities by park staff. By the year 2009, the FY91 CIP projects that the City will
maintaining 274 more developed acres of community parks. This includes 100 a(
at Veterans’ Memorial; 22 acres at Larwin; 42 acres at Alta Mira; 24.5 acre:
Aviara; 35 acres at Alga Norte; and 18.7 acres at Leo Carillo. The remaining
acres include Cannon Lake special use area, and three small parks whose sites l-
not yet been identified.
The IT91 CIP also includes four new community centers whose operations
total $7.1 million on a cumulative basis. These costs include Recreation s
Maintenance & Operations, and Facilities Maintenance. The Aquatics prograi
the Alga Norte pool, projected to open in 2003, will cost $4.8 million cumuli
The General Fund share of Recreation Programs (less fees) will be $3.4 million
the 20 year analysis period. Finally, Senior Programs are projected to be $2.9 m
on a cumulative basis.
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I e. Utilities and Maintenance
The General Fund portion of Utilities and Maintenance (U&M) activities 1
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almost $33 million and 14% of 20 year cumulative costs.
Of this total, over $22 million and 68% is for Street Maintenance. This cost wi
calculated based on miles of street added to serve new development. Miles of strec
in turn were calculated based on estimates by type of land use provided by the CiQ
Engineering Department. Because the Optimistic Scenario has 1.1 million mol
square feet of retail space, its Street Maintenance costs are slightly higher than tho:
for the Achievable Scenario ($22.6 million versus $22.4 million on a 20 ye;
cumulative basis). Under the Optimistic Scenario the City is projected to mainta
167.7 additional miles of road by the year 2011. Under the Achievable Scenai
additional miles are 166.7. This may be compared to 219.5 miles maintained as
March 1991. It should be noted that these Street Maintenance expenses will
partially offset by Gas Tax revenues, projected at $8.5 million under both scenan
on a 20 year cumulative basis.
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Also by the year 2011, Utilities and Maintenance is projected to have t
additional staff. On a 20 year cumulative basis, their salaries and benefits total $:
million. Two staff are needed for Drainage Maintenance, and two staff for Roadsi
Maintenance (concrete and sidewalk repairs). Three staff will operate he:
equipment used to clean desilting basins. This is a new requirement under the Urk
Stormwater Pollutant Control Program. The Department also plans to add
Maintenance Management Technician to support all Street Maintenance functio
The final two positions will be added with the opening of the New City Hall in 2C
These are a Maintenance Electrician, and a Heating Ventilating and Air Condition
(WAC) Mechanic. I. -,
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The FY91 CIP projects 32 additional traffic signals between 1992 and 2(
Maintenance of these signals is $2.7 million on a 20 year cumulative basis.
Facilities Maintenance for the U&M Warehouse scheduled to open in 199
$1.2 million cumulative. Vehicle Maintenance and Vehicle Replacement for a Gr I
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All (backhoe) and two dump trucks for desilting is $0.7 million cumulative. Tht
initial cost to the City to purchase the Grade All and dump trucks is $0.3 million.
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V. Fiscal Results to Capital Funds
In addition to the impacts of growth on the General Fund, this analysis include
three major Capital Funds: Public Facility (PFF); Park In-Lieu (PC); and Traff
Impact (TIF). Each of these funds is discussed in turn below. Note that becaus
nonresidential buildout is projected for the year 2040, buildout results are nc
discussed for the PFF and TIF funds. The reason for this is that TA does not belie\
that the impact of almost 20 million more square feet of nonresidential land US(
have been fully reflected in the City's CIP. This is due to the fact that it is difficu
if not impossible to predict the need for road widenings, traffic signals, and othc
transportation improvements that far into the future. It is equally difficult, if nc
impossible, to predict the availability of Federal, State or County funds or develop
contributions for such improvements to the year 2040. On the other hand, resident
buildout only exceeds the 20 year analysis period by 2 years. Therefore builda
results to the PIL Fund are discussed below.
A. Public Facility Fund
Since the establishment of the Community Facilities District, Public Facility Fe
are set at 1.82% of the building valuation of new construction. These fees are us
to fund a range of capital facilities needed to serve growth. This analysis incluc
capital projects and costs from the FY91 CIP whose funding source is shown as PE
Both costs and revenues to this fund will be discussed in more detail in sectior
below, under Cumulative Results.
1. Annual Results
Table 9 below shows the annual net revenues or net expenses for the 1
scenarios. When projected fees are compared to capital costs to the Public Facj
Fund, both scenarios show net revenues in 14 out of 20 years. Net costs occui
years 1, 5, 9, 12, 13 and 18, and are due to the expected staging of the follow
major facilities.
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Table 9
Annual Fiscal Results
(In Millions of 1991 Dollars)
to Public Facility Fund
Net Revenues or Emenses
Scenario
Ootimistic Achievable 1 Year
1 S(5.4) $ (5.4) 2 1.7 1.7
3 0.3 0.3
4 0.7 0.7
1.6 6 1.6 7 2.4 2.4
8 1.9 1.9
1.7 10 1.7 11 2.7 2.7
(2.7) 5 (2.7)
(0.9) 9 (0.9)
12 (1.7) (1.7)
(2.4) 13 (2.4) 0.8 14 0.8
15 3.0 3.0
16 3.1 3.1
17 1.3 1.3
3.0 19 3.0
20 3.1 3.1
(0.1) 18 (0-1)
1 Source: TA's FISCALS Output, November 1991.
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1 The FY91 CIP shows development costs for Larwin and AJta Mira Parks and thc
beginning of payments on development of Alga Norte Park in 1992 or year 1. As(
in that year are development costs for a tennis center at Alta Mira, and six traffil
signals. This makes year 1 capital costs $8.5 million, versus $3.1 million in PFI
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Mer the first five years (FY91 through FY95), the CIP groups projects a
occurring between 1995 and 2000, and between 2000 and 2010 (or buildout). For thl
analysis, projects have been assigned to specific years within those ranges based c
estimates of demand by the relevant departments and by TA. As time goes on an
new capital budgets are adopted, years for specific projects will change depending c
where development is occurring and when fees are available.
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Projects assigned to year 5 or 1996 in this analysis include a Community Centc
at Alta Mira, development costs for Alga Norte, and development of an as-ye
unidentified 7 acre park in the northwest quadrant. Also in year 5 are three traff
signals and a major street project, widening of the Poinsettia Railroad Bridge. Th
makes year 5 capital costs $5.8 million, versus fees of $3.1 million in that year.
Projects assigned to year 9 or 2000 include a Community Center in the northwc
quadrant, development costs for Alga Norte and Aviara, and two traffic signals. Ye
9 capital costs are thus $4.0 million, compared to fees of $3.1 million in that yea:
Projects assigned to year 12 or 2003 include a Comyunity Center and Swimmi
Pool at Alga Norte and development costs at Aviara. This makes year 12 capi
costs total $4.8 million, versus fees of $3.1 million in that year.
Projects assigned to year 13 or 2004 include development costs at Leo Carillo a
Aviara Parks and widening of the Railroad Bridge at the intersection of Palorx
mort Road and Carlsbad Boulevard. Capital costs total $5.5 million versus fc
of $3.1 million in year 13.
Finally, in year 18 or 2009, projects include a Community Center at Aviara Pi
and a major street project on Carlsbad Boulevard between Tamarack and Pi
Capital costs total $3.2 million versus fees of $3.1 million in year 18.
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2. Cumulative Results
Table 10 below shows the cumulative results to the Public Facility Fund far tht
two scenarios. This shows that fees exceed costs by $14.3 million under thc
Optimistic Scenario and $13.8 million under the Achievable Scenario, cumulative!
between 1992 and 2011.
Table 10
Cumulative Fiscal Results to
Public Facility Fund
(In Millions of 1991 Dollars)
Scenario
ODtimistic Achievable
Cumulative Expenses $48.1 $48.1 I Cumulative Revenues 62.4 - 61.9
Net Revenues $14.3 $13.8
The reason for the difference in results is that Public Facility Fees from ne
nonresidential development are $0.5 million less on a 20 year cumulative basis undl
the Achievable Scenario. This is due to the lesser amount of commercial (reta
space under that alternative. Nonresidential fees are $7.6 *on under tl
Optimistic Scenario, compared to $7.1 million under the Achievable Scenari
cumulatively between 1992 and 2011.
It should be noted that, for both Capital Funds which collect revenues c
nonresidential development, PFF and TIF, total square feet were reduced by 2(!
from KMA's estimates of average annual absorption. This is to account for pub
and institutional uses which are exempt from these fees.
1
Residential fees for both alternatives were calculated based on an annual averz
of 1,111 units per year, 527 single family and 584 multi-family (including townhouse
Residential fees are therefore the same under both scenario, $54.8 million on a
year cumulative basis.
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Because capital costs are taken directly from the N91 CIP, they are also the
same for both alternatives, $48.1 million cumulative. These costs are broken down
into the following types of projects, as shown in the table below. This shows that
costs for park development and recreational facilities are $31.7 million and almost
two-thirds of the cumulative total.
Major street projects are $11.4 million and almost one-fourth of the cumulativt
total. In addition to the projects enumerated above under the discussion of annua
results, these costs include medians on Palomar Airport Road and El Camino Real
and Tamarack between Jefferson and Carlsbad Boulevard.
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I.-, .a' TOTAL $48.1 99.9*
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The remaining PFF projects are Traffic Signals totaling $4 million, and renovatioi
of Cole Library and relocation of Fire Station No. 3, costing $0.5 million each.
Table 11
Cumulative Costs for PFF Projects
(In Millions of 1991 Dollars) I Twe of Project - cost % of Total
Parks and Recreation
Park Development $19.7
Community Centers 8.0
swimming Pool 3.0
Tennis Center 1.0
Subtotal $31.7 65.9
Street Projects $11.4 23.1 1 Traffic Signals $ 4.0 8.3
Renovation of Cole Library $ 0.5 1.0
Relocation of Fire Stn. #3 $ 0.5 1.0
I *Note: Totals may not add to 100% due to rounding.
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B. Park In-Lieu Fund
If developers of residential subdivisions choose not to dedicate park land to the
City, they pay the PIL fee for each new dwelling unit. These funds are accounted foi
by quadrant, and are used to buy park land. 1
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In this analysis PIL fees were calcuIated by allocating the City's 25 Local Faciliq
Management Zones to quadrants. Dwelling units eligible to pay this fee were take1
from the Citywide Phasing Projections in the 1991 Growth Management Progran
Comprehensive Monitoring Report, with adjustments provided by City staff. TA'
separate document, "Service Level, Cost and Revenue Assumptions," explains thi
calculation in more detail.
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The result is that projected dwelling units and hence PJL fees are the same unde
both scenarios: $8.4 million cumulative for all four quadrants. PIL costs were take
from the FY91 CIP and are also the same for both alternatives: $10.6 millio
cumulative. Therefore the cumulative impact on the City as a whole is net costs c
$2.2 million. It should be noted that, when fees from the 476 additional unii
projected for 2012 and 2013 are included, cumulative net costs are $1.9 million.
The impact within quadrants is quite different, however. The Southwest shov
cumulative net revenues of $0.02 million; the Southeast has net costs of $0.1 millio
cumulative; the Northeast net costs of $0.5 million cumulative; and the Northwest nc
costs of $1.66 million on a 20 year cumulative basis. Each quadrant is discussed 1
turn below.
1. Northwest Quadrant
The FY91 CIP shows two PIL projects in the Northwest between 1992 and 201
The first, in year 4 or 1995, is to acquire 7 acres at a cost of $2.4 million. TI
second, assigned to year 9 or 2000, is a park restoration/acquisition project costii
$1.4 million. These combined costs of $3.8 million exceed PIL fees from tl
quadrant by almost $1.7 million over the 20 year analysis period.
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I 2. Northeast Quadrant
The FY91 CIP shows one park restoratiordacquisition project in the Northeast
for $3.5 million. In this model it was assigned to year 18 or 2009. Its cost exceed
20 year cumulative PIL fees of $3.0 million by $0.5 million. I 3. Southwest Quadrant
The FY91 CIP shows PIL fees used for two payments on Alta Mira developmen
costs: $0.7 million in year 3 and $0.5 million in year 9. Combined costs of $1.2
million are exceeded by cumulative PIL fees of $1.3 million by $0.02 million.
4. Southeast Quadrant
The FY91 CIP shows a park restoratiordacquisition project in the Southeast c
$1.99 million. It was assigned to year 16, and its cost exceeds PIL fees of $1.9 millio
by almost $0.1 million on a 20 year cumulative basis.
C. Traffic Impact Fund
New residential and nonresidential development pays TIF fees which the Cil
uses to fund transportation improvements. There are two TIF districts: Carlsbac
or the northern two-thirds of the City; and La Costa, or the southern one-third.
In order to calculate TIF fees, the City's 25 zones were assigned to one of tl
two districts. The 1991 Growth Management Citywide Phasing Projections were the
used to allocate dwelling units to districts.
Nonresidential development was allocated as follows. KMA provided TA wi
estimates of remaining square feet by zone. These figures were totaled and show(
84.7% of remaining nonresidential space in the Carlsbad District and 15.3% in tl
La Costa District. These percentages were applied to KMA's average annu
absorption figures, which were further reduced by 20% to account for pubIic ai
institutional uses exempt from TIF fees. I -, -,
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Since establishment of the Community Facilities District, TIF fees have be(
reduced to 62% of their previous levels. Residential fees are higher for the La Cos
District, although nonresidential fees are the same throughout the City.
The FY91 CIP shows seven major street projects funded by TIF fees betwe
1992 and 2010. These projects could clearly be assigned by geographic area. Co
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I for four other categories of transportation improvements in the CIP were assignec
two-thirds to the Carlsbad District and one-third to La Costa. These are Intersectioi
Improvements and the three Miscellaneous categories: Traffic Signal Upgrade5
Guard Rails and Open Ditches, and Traffic Monitoring Program. TA's separat
document entitled, "Service Level, Cost and Revenue Assumptions," explains the TU
fee and cost calculations in more detail.
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Citywide, project costs of $13.9 million exceed TIF fees of $8.5 million by $5.
million on a 20 year cumulative basis under the Optimistic Scenario. Under th
Achievable Scenario, due to its 40% fewer square feet of retail space, cumulative TI
fees are $8.4 million and net costs are $5.5 million between 1992 and 2011.
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For both alternatives there are net costs to the City under all but the first 4 yea]
of the analysis period. The fiscal results to each district are discussed in turn.
1. Carlsbad District
As discussed above, residential fees are the same under both scenarios. For tk
Carlsbad District they are $3.7 million on a 20 year cumulative basis. Nonresidenti
fees are $1.7 million under the Optimistic Scenario and $1.5 million under tl
Achievable Scenario, between 1992 and 2011.
Because they were entered directly from the FY91 CIP, capital costs are tl
same for both alternatives: $9.4 million on a 20 year cumulative basis. Of this tot;
Intersection Improvements are almost $5.0 million and 53%; Street Projects are $2
million and 30%; and the three Miscellaneous categories are $1.6 million and 175
Street Projects include the following: Highland Drive, Park Drive, El Camino Rei
Elm Avenue, and Carlsbad Boulevard.
The cumulative results to the Carlsbad District are net costs of $4.0 million und
the Optimistic Scenario and $4.1 million under the Achievable Scenario. I ,* , 2. La Costa District e,,
Residential TIF fees to the La Costa District are $2.8 million between 1992 ai
2011. Under the Optimistic Scenario nonresidential fees are $0.3 million; for t
Achievable alternative they are $0.28 million.
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Transportation improvement costs to the La Costa District are $4.5 million over
the 20 year analysis period. Of this total, Intersection Improvements are $2.4 million
and 54%; Street Projects are $1.3 million and 29%; and the three Miscellaneou!
categories are $0.8 million and 17%. Street projects are Avenida Encinas anc 1 Poinsettia.
1 The cumulative results to the La Costa District are net costs of $1.4 million unde
the Optimistic Scenario, and $1.42 million under the Achievable Scenario.
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APPENDICES
Appendix I-A, General Fund, Optimistic Scenario
Appendix I-B, General Fund, Achievable Scenario
Appendix 11-4 Public Facility Fund, Optimistic
Appendix 11-B, Public Facility Fund, Achievable
Appendix 111, Park In-Lieu Fund
Appendix IV-A, Traffic Impact Fund, Optimistic
Appendix IV-B, Traffic Impact Fund, Achievable
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I: R
Tischler & Associates, Inc.
21 1 S Manhattan PI
Suite 3
Los Angeles. CA 90004
Fax (2 13) 382-4858
4701 Sangamore Road
Suite N210
Bethesda, MD 20816
Fax (301) 320-4860
(213) 382-4800
(301) 320-6900
(800) 424-4318
Fiscal Impact Analysis
Capital Facility Analysis
Impact Fee Systems
Growth Policy Planning
Economic and Market Analysis
MUNIES, FISCALS & CRlM
Fiscal impact systems
tailored for each community
0 0
SERVICE LEVEL, COST &
REVENUE ASSUMPTIONS
Fiscal Impact Analysis & Model
City of Carlsbad
November 1991
0 0 z
TABLE OF CONTENTS
Page No.
1 Overall Methodology and Major Assumptions
I. GENERAL GOVERNMENT 1
1
2
2
2
3
3
3
3
4
4
6
6
11
19
19
20
22
22
28
38
38
47
47
56
57
57
57
58
58
58
A. City Attorney
B. Finance
C. Purchasing
D. Human Resources
E. Information Systems
F. Data Processing
G. Risk Management
H. Miscellaneous Nondepartmental
I. Housing and Redevelopment
J. New City Hall
11. PUBLIC SAFETY
A. Police Department
B. Fire Department
111. DEVELOPMENT SERVICES
A. Engineering Department
B. Planning Department
IV. CULTURE AND RECREATION
A. Library
B. Parks and Recreation
v. PUBLIC WORKS
A. Utilities and Maintenance
VI. REVENUES
A. General Fund
B. Special Revenue Funds
C. Debt Service Funds
D. Enterprise Funds
E. Water District Funds
F. Internal Services Funds
G. Other Funds
H. Capital Funds
Tischler & Associat
.1 7 9e 0 0
OVERALL METHODOLOGY AND MAJOR ASSUMPTIONS
The City of Carlsbad has contracted with Tischler & Associates, Inc. (TA)
develop a fiscal model and conduct a fiscal impact analysis of the General Pls
Demographic projections and market values have been provided by Keyser Marstc
Associates, Inc. (KMA) of San Diego. The projections were developed by KMA
conjunction with City planning, growth management, and research staff, and i
summarized in separate documents.
This document discusses the services and facilities whose costs will be affecl
by new development. These service level, cost and revenue assumptions are bas
on TA's on-site interviews with department heads and their representatives. Thc
assumptions will be combined with the demographic projections to calculate the fis
impacts of growth in Carlsbad between FY 1991 and buildout. Calculations will
performed using TA's MUNIEWISCALS software.
A.
In order to provide an understanding of the overall methodology used in
fiscal impact analysis, a brief explanation of the MUNIES/FISCALS process follc
As indicated on the MUNIES process chart on the following page, there
three types of input data. The first category of demomauhic-economic projectj
is called Demand Base data inputs. These numerical projections include data s
as population, housing units, and commercial space.
The MUNIES/FISCALS Process and Data Input Categories
The second general type of input data focuses on property tax reven
Market values of residential and nonresidential property in Carlsbad, expresse
constant 1991 dollars, are multiplied by the City's share of the property tax (0.0
under California law to calculate the amount of this revenue from new developrr
The third type of input data relates to the eovernment service levels, costs
revenues. The government service level, cost and revenue data used in the f
analysis are being determined and agreed upon by TA and City of Carl
personnel. This data will be used by TA's MuNIES/FISCALS system to calculat
annual costs, revenues and capital facilities by department or function, P
appropriate. These assumptions follow in this document.
Tischler & As
P ROJ ECTl ONS
Population SERVICES
Housing COSTS AND Employment
Other (optional) REVENUES
S U BSYST E M
BUDQETS Education Recreation
Streets
Other
J U R I S Dl CTI ON AL BUDGETS SUMMARIES
County Asseseed Value8 State Bonded Debt Other Tax Rate Requlred
Jurl8dlctlonal I m pac t Anal y8 is City
L FISCAL IMPACT 1
Other
L hr 0 0
The last step in the fiscal process is to use MUNIESLFISCALS to calcula
budgets and related fiscal impact statements. 4
B. Major Assumptions
This fiscal impact analysis can be regarded as a snapshot of the cum
budget. The FY91 (July 1,1990 - June 30,1991) Budget has been used to represf
a snapshot of the City’s current costs and revenues and level of setvices. Const
1991 dollars are used through the study. The 1990 Census population of 63,126
used as the base population.
The following major assumptions regarding the fiscal methodology shoulc
noted.
1. Incremental, Growth-Related Costs and Revenues. For this ana!
costs and revenues which are directly attributable to new development are incluc
In some cases, the data used are average costs, based on a decision by the local 5
and TA that this is the best information available. Where detailed information
available, a marginal or incremental approach was used, such as park acreage
1,000 population. Some costs are not expected to be affected by growth, and
fixed in this analysis such as some of the General Government functions.
2. Level of Service. The cost projections are based on the assumption
the current level of services, as provided in the FY91 budget, will continue thr
the analysis period.
3. Revenue Structure and Tax Rates. Revenues are projected assu
that the current revenue structure and tax rates, as defined by the FY91 budge1
not change during the analysis period.
4. Inflation Rate. The rate of inflation is assumed to be zero throw
the projection period, and cost and revenue projections are in constant 1991 dc
This assumption is in accord with current budget data and avoids the difficu
interpreting results expressed in inflated dollars.
5. Economies of Scale. This report does not determine the econorx
scale for ongoing operating costs (as opposed to capita1 facility costs). This is ar
reason why it is desirable to use current cost ratios.
iii
Ttschler & F
a 0 >
6. Non-fiscal Evaluations. At this point, it should be noted that while
fiscal impact analysis is an important consideration in planning decisions, it is only
one of several issues which should be considered. Environmental and social issues
are two such examples. The above notwithstanding, this analysis will enable
interested parties to understand the fiscal implications of the forecast development.
Structure of this Document. This document is organized in the same
order as the FY91 operating budget. Section I is General Government, including
Miscellaneous Non Departmental and Housing and Redevelopment. Section I1 is
Public Safety; Section I11 is Development Services; and Section IV is Culture and
Recreation. Section V is Public Works (Utilities and Maintenance). The fiscal model
is being set up with just the General Fund and three growth-related capital funds
(Public Facility Fees, Park In-Lieu Fees, and Traffic Impact Fees). As a result, costs
and revenues to enterprise funds (such as Water and Sanitation) are not discussed
here. Likewise, neither revenues raised from nor projects financed by the Mello-
Roos Community Facilities District are included here, as they have been modeled
elsewhere.
7.
Section VI is Revenues, which are discussed in the order of the City’s
Revenue Estimates, beginning on page 25 of the FY9l budget. Projects in the
Capital Improvement Program are discussed in the same sections as their operating
costs. For that reason street projects are discussed in Section V.A., Utilities and
Maintenance.
iv
Tischler & Associates,
I' Tf 0 0
I. GENERAL GOVERNMENT
Several functions under the General Government section of the budget ar
expected to be able to serve new development in Carlsbad without significai
expansion. These include the following offices: City Council; City Manager; Pub1
Information; City Clerk; Cash Management; Audit; and Research.
Expenses shown in three other sections fall into the category of employc
benefits: Health Insurance; General Liability; and Workers Compensation. In tf
fiscal model employee benefits will increase as a percentage of salaries for tho
departments projected to add staff.
A. City Attorney
The first office under the General Government section of the budget whi
is expected to add staff is the City Attorney. This office now has 3 attorneys anc
secretaries. The City Attorney expects the office's workload to increase directly w
growth. Therefore legal staff will be projected to increase with population as folloi
There are now 3 attorneys to serve estimated 1990 populatibn of 63,126,
one attorney per 21,042 residents. This is the threshold at which new attorneys F
be added. The City Attorney expects that the first two legal staff will be Deputy C
Attorneys. Their FY91 Step 1 salary is $49,634. To this will be added the City-wi
average for civilian employee benefits, 33%. Each staffer will also require
computer, printer, furniture and other equipment costing $6,000, and having a 5 y'
life. The third legal staffer will be an Assistant City Attorney. This FY9l Stel
salary is $71,890.
Regarding support staff, there are now 2 secretaries for 63,126 residents
1 per 31,563. This is the threshold at which new support staff will be added. r
first position will be a Secretary I1 with FY91 Step A salary of $23,698. The secc
position will be a paralegal. To approximate this position, the FY91 Step A sa
of a Management Assistant, $32,370, was assumed.
It should be noted that, because the projections developed for the fiscal mc
by Keyser Marston Associates, Inc., show the City's buildout population at 121,i
or an increase of 57,932 over the 1990 population, for the Assistant City Attorney
1
Tischler & Ass
0 0 t
Paralegal positions described above, the population threshold generating them will
be 50,000.
B. Finance
This department is presently undergoing changes. The current Director of
Finance is becoming the Director of Financial Management, with additional
responsibilities for Purchasing and Risk Management. The Municipal Water District
is being merged with the City, and is taking over billing from Finance.
After the establishment cf the Community Faciirries District, two positions are
expected to be funded out of CFD assessments by FY93: 1 Account Clerk I and 1
Management Analyst. Neither costs nor revenues from the CFD are included here.
As discussed above under the City Attorney’s office, new civilian employees
will receive 33% of salary in fringe benefits, and $6,000 worth of computer equipment
and furniture. The Budget Officer expects the department to add an Accountant in
FY94. This position is $30,695 at the FY91 Step A salary level. In FY96 the
departm’ent will add a Management Assistant to work on budget and fiscal matters.
This FY91 Step 1 salary is $32,370.
C. Purchasing
This office now has 1 messenger, to deliver documents among different City
offices. When operations are centralized in the new City Hall, this staffer will
become the Mail Room Supervisor. The Storekeeper, who now does deliveries, will
have time freed up by centralization. As other departments add staff, however, this
office will need to add Buyers. There are now 2 to serve 63,126 residents, or one per
31,563. This is the threshold at which new Buyers will be added. This FY91 Step A
salary is $26,178. To this will be added 33% for benefits and $6,000 for computer
equipment and furniture.
D. Human Resources
Of total staff of 8 in FY91, this office currently has five Human Resources
professionals, compared to population of 63,126, or one per 12,625 residents. For
this analysis, one Human Resources professional will be projected for each additional
25,250 residents, at an FY91 salary of $29,198.
2
Tischler & Assoc~
c J ,< e
Human Resources currently has 2 support staff. When this is compared
estimated 1990 population of 63,126, the result is 1 support staff per 31,563 resider
(or approximately ET 2002). This is the threshold at which a Clerk-Typist I will
added, at an FY91 Step 1 salary of $17,408.
Each staffer will also receive 33% of salary in employee benefits, a
computer equipment and furniture costing $6,000.
E. Information Systems
This office is responsible for processing the agenda for the weekly meetil
of the City Council. It will add a Clerk-Typist I1 in FY99, at an FY91 Step A sal
of $17,936. This office also prepares minutes for all City Boards and Commissi
through the use of temporary and part-time staff. A permanent Minutes Cler
projected for FY94. This salary is assumed to be the same as a Clerk Typisl
which is $17,936 in FY91 at Step A.
F. Data Processing
This office has 5 positions, of which 1 is a Microcomputer Specialist. If
Police Department converts to mobile data terminals and other departments
microcomputers in significant numbers, the City will need another Microcomp
Specialist at some time in the future. The cost of this position is not included k
G. Risk Management
This function now has 1 Manager and 1 Secretary. As the City grows, ad
population and employees, this office’s workload will also increase. Therefa
Management Analyst is projected for FY2002. The FY91 Step 1 salary is $35.
H. Miscellaneous Nondepartmental
This section of the budget includes Contingencies, Leases, Contributions
other miscellaneous items which are not expected to grow significantly over
One such expense is expected to increase with population. The Animal Regul
Contract is $84,670 in FY91. It is divjded by estimated 1990 population of 6f
to equal $1.34. This will be the increase in Animal Regulation costs for each
resident of Carlsbad.
3
Tischler & P
0 0 YI
I. Housing and Redevelopment
In FY91 Housing and Redevelopment activities total $3.1 million. Of this total
over 75% is non-General Fund monies, including federal grants. Further, the City’s
spending on these activities is not expected to increase due to new development.
Therefore Housing and Redevelopment is regarded as fued for purposes of this
analysis.
J. New City Hall
The main project in the CIP attributed to General Government is the New
City Hall. This will be financed under the Community Facilities District, and
therefore its construction cost is not included here. Assuming that construction
begins in 2000 and the New City Hall opens in 2002, there will be additional
operating costs associated with the building. New maintenance staff are discussed
below under Section V, Utilities and Maintenance. Also, the New City Hall is
expected to replace office space currently occupied by City staff, as follows:
Facility Square Feet
City Hall Complex 13,500
Community Development 22,627
Council Chambers 5500 FinancePurchasing Modular 4,440
Parks & Recreation Admin. 504
Parks & Recreation Modular 1,610
Total Existing 45,181
When 45,181 square feet of existing space are deducted from 96,000 square feet in
the New City Hall, the result is 50,819. This is assumed to be the increased space
maintained by Facilities Maintenance, at its FY91 cost of $4.47 per square foot. This
will result in increased maintenance costs to the City of $227,161 ($4.47 times 50,819
square feet) beginning in 2002.
The New City Hall will meet the growth management standard of 1,500 square
feet of City Administrative Facilities per 1,OOO population.
4
Tlschler & Associate:
r i ,I( 9 0
I. GENERALGOVERNMENT
A. City Attorney
Activity Allocation Amount
1. Legal Staff
a. Deputy City Attorney Pop. thresholds
b. Assistant City Attorney Pop. threshold
(21,042 & 42,084) $ 49,634
(50,000) $ 71,89C
2. Support Staff
a. Secretary I1 Pop. threshold
b. Paralegal Pop. threshold
(31,563) $ 23,698
(50,Oq $ 32,37(
B. Finance
1. CFD Staff See text
2. Accountant 1994 $ 30,69!
3. Management Assistant 1996 $ 32,37(
1. Buyer Pop. threshold
C. Purchasing
(3 1,563) $ 26,171
1. H.R. Professional Pop. threshold $ 29,191
3. Clerk Typist I Pop. threshold
D. Human Resources
(25 , 25 0)
(31,563) $ 17,40i
1. Clerk Typist I1 1999 $ 17,931
2. Minutes Clerk 1994 $ 17,931
1. Microcomputer Specialist See text
E. Information Systems
F. Data Processing
G. Risk Management
1. Management Analyst 2002 $ 35,88
H. Miscellaneous Nondepartmental
1. Animal Regulation Contract Per capita $ 1.3L
I. Housing and Redevelopment See text
J. New City Hall 2002 $227,1(
NOTE: Employee benefits are calculated by TA's software. They are discusse
the text but not included in these tables. Also, each new staffer is assumed to req
furniture and computer equipment costing $6,000, and having a 5 year life.
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11. PUBLIC SAFETY
A. Police Department
1. Administration
At this time, only one major category under this section of the Police budget
is projected to increase with population growth in Carlsbad. This category will be
labeled Communications and Services, and includes the following items from the
FY91 Expenditure Summary Report:
Item FY91 Budgeted Amount
Data Processing $ 84,890
Miscellaneous Professional Services 146,300
Miscellaneous Outside Services 189,25 0
Telephone & Communications 85,000
Communications Equipment Maintenance 55,000
Total $560,400
This total is divided by the City’s estimated 1990 population of 63,126, to equal
$8.88 per capita. This is the amount Police Communications and Services expenses
will be projected to increase with every new resident of Carlsbad.
2. ODerations
This division includes almost half of the staff and over half of the sworn
officers in the Police Department. The 42 field officers in Operations are assigned
to the City’s 7 geographic beats, 6 officers per beat. In the future the Department
will add field officers when it adds beats. The decision to add beats is based upon
factors which include:
- Maintaining a balance between activity time and patrol time.
Maintaining adequate response times, especially to Priority 1
- Number of calls for service.
-
calls for service.
In the future the Department may develop staff projections using those
factors, such as through a field patrol workload and staffing model. In order to
establish the fiscal model at present, the City’s experience during the 1970s will be
used as a guide. That is, Carlsbad went from 3 beats in 1972 to 6 beats in 1980. For
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the fiscal model, a new beat of 6 officers will be assumed to be added every 3 yea]
At that rate, by the year 2012”or residential buildout, the City would have 14 beai
or double its current number.
Each beat is assumed to be staffed by 6 Police Officers. FY91 salary at Rani
36 Step A is $32,651. Each beat will also be supervised by a Sergeant with FY‘
salary at Range 42 Step A of $41,685. According to the FY91 Expenditure Summa
Report, sworn officers’ employee benefits are 50% of salaries. This includ
overtime, disability and unemployment insurance, retirement, workers’ compensatic
and health and life insurance.
In addition, each officer receives a uniform allowance of $450 per year. T
Department has $60,000 budgeted for Training and Education in FY91. When tl
is allocated among 79 sworn officers, the result is $759 per officer per year. Final
excluding Reserves, department-wide costs for Expendable Tools and Spec
Departmental Supplies total $148,402 in FY91, or $1,879 per sworn officer per ye
Therefore Maintenance & Operation (M&O) expenses will be projected to incres
$3,088 for each new sworn officer. This is the combined total for uniforms, trainii
tools and supplies, as descriied above. Each Sergeant will receive $6,000 worth
furniture and equipment.
Field officers in Operations currently have one patrol car for every thi
officers. Therefore each six officer beat will have two patrol cars assigned. Sergea
are also assigned one car per three sergeants. Therefore a sergeants’ car will
added for every three beats. Each patrol car will cost $18,000 and have a two yc
life.
According to the Expenditure Summary Report, Vehicle Maintenance for
24 cars assigned to Operations is $380,550, or $15,856 per car.
The Operations division currently has one of the Department’s three Pol
Service Aide (PSA) positions. In the future the Department would like to add PI
in Operations, to take cold reports; in Investigations, to work on property evider
and in Traffic, for parking enforcement. A decision to change the staffing struct
of the Department would represent a different level of service from that shown in
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FY91 budget. Therefore PSAs will be added based on the present staffing structure.
In Operations the current ratio is one Aide for 63,126 residents. Because the
projections developed for the fiscal model by Keyser Marston Associates, Inc., show
the City’s buildout population at 121,058, or an increase of 57,932 over the 1990
population, the PSA will be added when the population increases by over 50,000
residents. FY91 salary for Range 16 Step A is $20,210. To this is added 33% for
civilian employee benefits. The PSA will have a sedan costing $10,000 and having a
7 year life.
3. Investigations
Although this division would like to supplement detectives with PSA positions,
as discussed above, the present ratios will be assumed for this analysis. There are
currently 9 detectives to serve 63,126 residents, or one detective per 7,014 people.
FY91 Range 38 Step E salary (Senior Police Officer) of $39,697 is assumed. Each
sworn officer receives benefits of 50% of salary. M&O expenses are $3,088 per
officer per year. Each detective will have furniture and equipment costing $6,000.
Each detective will also be assigned a sedan costing $15,000 and having a 7 year life.
Investigations now has one PSA to serve 63,126 residents. A new PSA will be
added before buildout, or when population increases by over 50,000. FY91 salary is
$20,210, plus 33% for benefits. Each PSA will have a sedan costing $lO,OOO and
having a 7 year life. According to the Expenditure Summary Report, Vehicle
Maintenance for this division is $35,000 per year or $3,182 over 11 cars. Each PSA
will have furniture and equipment costing $6,000.
4. Vice/Narco tics
This division now has one Sergeant and two detectives to serve 63,126
residents. A new detective (Senior Police Officer) will be assumed for every 31,563
people. FY91 salary is $39,697, plus 50% for benefits including overtime. M&O is
$3,088 per officer per year. Each detective will have a sedan costing $15,000 and
having a 7 year life. Annual Vehicle Maintenance is $5,833 per car.
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5. Technical SeIvices
This division now has 13 Communication Operator II's (dispatchers) to sei
63,126 residents, or one dispatcher per 4,856 people. Actual needs for dispatch(
will depend on whether and when the Department changes to Mobile Di
Terminals, 800 Mega Hertz, and/or regional dispatch of police and fire service.
discussed above, for this analysis, current staffing levels are assumed to contin
Dispatchers' FY91 salaries (Range 22 Step A) are $27,029. To this is added 33%
benefits.
The City currently has one Crime Prevention Technician to serve 63,'
residents. Although the Department would like to increase the number of s'
working on neighborhood watch programs, the current ratio will be assumed.
order to show a technician before buildout, this staffer will be shown when popula
increases by over 50,000.) FY91 salary for Range 31 Step A or $23,464 will
assumed for this position. To this will be added 33% for benefits. Each Technic
will have a sedan costing $10,OOO and having a 7 year life. Vehicle Maintenance
Technical Services is $2,140 per car per year.
The City now has 2 DARE officers to provide drug abuse prevention sen
to 9 schools. A new DARE officer will be assumed for each 4 new schools. As
Carlsbad Unified School District projects 7 new schools by buildout, one officer
be projected for 2000 and one for 2009. Officers will have FY91 salary of $32
plus 50% in benefits including overtime. Each officer will have a sedan co:
$15,000, having a 7 year life, and costing $2,140 per year for M&O.
Technical Services now has 6 Records Clerks, or one per 10,521 resident!
should be noted that, if Optical Disk Storage is implemented, fewer clerks wou'
needed.) FY91 salary for Range 20 Step A of $21,031 is assumed. Each Rec
Clerk will receive benefits of 33% of salary. Each clerk and technician will also
furniture and equipment costing $6,000.
New positions which the Department would like to add include Manage
Analysts to coordinate crime reporting with Geographic Information Systems, i
full-time Recruiter. The Department also anticipates transferring a Captain PO
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from Tech Services to Investigations, with a civilian manager added to Tech Services.
These changes are not included here.
6. Reserve Officers
This division of the budget covers volunteers who train for officer certification
on their own time. Expenses for this division are not expected to increase due to
new development in the City. Therefore it is regarded as fmed for purposes of this
analysis.
7. Traffic
This division has 4 motorcycle officers, or one per 15,782 residents. Senior
Police Officers’ salary of $39,697 is assumed. There are 2 traffic investigators, or one
per 31,563 residents. Police Officers’ salary of $32,651 is assumed. Both motorcycle
officers and traffic investigators will be added to serve new residents.
Traffic now has one Sergeant to supervise the above 6 officers. By 2005 a
second Sergeant will be added, at FY91 salary of $41,685, to supervise the 6
additional officers that will be added by buildout. Each sworn officer will receive
50% of salary in benefits, including overtime. Each officer will also generate $3,088
per year in M&O, for uniforms, training and tools. (The Department expects to add
a Lieutenant to supervise the division in FY93. This cost is not included here.)
A motorcycle will cost $8,500 and have a 4 year life. A traffic investigator’s
and Sergeant’s car ,~li cost %‘!,OOO and have a 2 year life. In the future the
Department plans tc. add a va costing $20,000 and having a 5 year life, to use in
accident investigations. (The van is not included here.) The Sergeant will receive
furniture and equipment costing $6,000. According to the Expenditure Summary
Report, Vehicle Maintenance for this division is $2,371 per car.
As discussed above, the Department intends to add PSA positions in the
future. At present there is one PSA in Traffic to serve 63,126 residents. In order to
generate another PSA before buildout, a population threshold of 50,000 will be
assumed. FY91 salary of $20,210 plus 33% for benefits is assumed. Each PSA will
have a sedan costing $lO,OOO and having a 7 year life.
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B. Fire Department
1. Cauital Facilities
The City’s 6 fire stations are expected to meet the growth managemei
standard of no more than 1,500 dwelling units outside a 5 minute response time, fro
now until buildout. However, the CIP does show $451,000 for the relocation (
Station 3 in FY94. Other capital equipment is discussed below under Fi
Suppression and Emergency Medical Services.
2. Operating Costs
a. Administration
This division of the Fire Department is currently staffed by the Chief,
Battalion Chief, and a Secretary 11. The only other secretarial position to support
professional staff is assigned to Fire Prevention. Therefore the Department expe
to add a Secretary I position in FY92. In FY91 the salary for Grade 27 Step 1
$22,548. To this will n be added 33%, which is the City-wide average percentage
salary for fringe benefits for civilian employees.
When the City’s population reaches 9O,OOO, or approximately 2001, 1
Department will add a Management Analyst to work on budget and finance.
FY91 the Step 1 salary for this position is $35,880, plus benefits. Both *
Management Analyst and the Secretary will receive furniture and equipment cos1
$6,000.
b. Fire Suppression
Staff under this division will increase with major new fire apparatus. In F
the Department expects to purchase a ladder truck costing $6OO,OOO taxed
equipped in today’s dollars. The ladder truck will have a 20 year life, and
contain special equipment to extricate accident victims from vehicles, etc.. The C
acquisition of a ladder truck was first recommended by the IS0 in 1976.
The ladder truck will be staffed by 3 firefighters for each of 3 shifts. This 1
of 9 firefighters per apparatus is a minimum level of staffing. Each shift will
composed of 1 Captain ($47,190), 1 Engineer ($40,794), and 1 Firefighter ($36,!
In addition to these FY91 Step E salaries, each of the 9 staff will receive 43‘
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benefits. This includes retirement, disability and unemployment insurance, workers
compensation, and health and life insurance.
The overtime cost per additional person for vacation and sick leave
replacement is $5,000 per year. Maintenance & Operation (M&O) costs for each
new person is $2,400 based on actual costs for uniforms, protective clothing, training,
certification and consumable station expenses.
Total staff-related costs per fire engine and ladder truck will thus be $602,772
per year. This is summarized in the table below.
Position FY91 Benefits Overtime M&O Total per
Salary @ 43% Position
1 Captain $47,190 $20,292 $5 30 $2,400 $ 74,882
1 Engineer $40,794 $17,541 $5,000 $2,400 $ 65,735
1 Firefighter $36,998 $15,909 $5,000 $2,400 $ 60,307
Total per Shift $200,924
times 3 Shifts =
Total for Truck $602,772
When the City’s populaiion reaches 11O,OOO, or around the year 2008, the
Department will add a fire engine at Station 1. The engine will cost $250,000 fully
equipped, and have a useful life of 15 years.
By residential buildout or the year 2012, the Department will also add a fire
engine to Station 5.
Each new fire engine will be staffed by 9 firefighters, for total staff-related
operating costs of $02,772 per year, as described above. Each new truck is
estimated to cost $8,000 per year for Vehicle Maintenance. Vehicle Replacement
costs will be calculated by dividing the purchase price by the useful life. Thus, for the
ladder truck, Vehicle Replacement is $30,000 per year. For fire engines it is $16,667
per year.
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C. Fire Prevention
The Fire Marshal estimates that 90% of this division’s activity is associatt
with plan check and inspection of commercial buildings. Because sprinkler permi
will be projected to increase with other licenses and permits under General FUI
revenues in Section VI below, they are not deducted from the City’s costs for Fi
Prevention here. Therefore 90% of this division’s total FY91 budget of $366,598,
$329,938, is divided by the number of nonresidential square feet in the City. TI
number, 13,795,299, has been estimated by Keyser Marston Associates, Inc., as
February 1991. The result, $0.024, will be the increased cost for inspection and co
enforcement for each new nonresidential square foot in the City.
The Fire Marshal estimates review and inspection of new residen‘
construction as requiring 2% of staff time. Therefore 2% of Fire Prevention’s Fk
budget, or $7,332, is divided by the 540 dwelling units built in 1990. The res
$13.58, will be the cost generated by each new housing unit in the City.
The remaining 8% of Fire Prevention activity is driven by population. T
is, the Fire Marshal and his staff respond to citizen complaints and inquiries, i
conduct programs of public education. When 8% is multiplied times the Fl
budget for Fire Prevention, the result is $29,328. This is divided by the Cen
estimate of Carlsbad’s 1990 population, 63,126. The result, $0.46, will be
increased cost for Fire Prevention for each new resident of the City.
d. Emergencv Medical Services
In 1990 approximately 72% of the Fire Department’s calls for service N
medical emergencies. Due to this fact, in the future most Firefighters will be traj
as Paramedics. Therefore some of the Firefighters associated with the new appar
discussed under Suppression above will also be Paramedics.
The City currently operates two Advanced Life Support paramedic ambul
es with one support unit. The current staffing level is 9 paramedics per unit. ’
level provides 2 paramedics per unit for each of 3 shifts. The third param
position is on the fire engine as part of its minimum manning. This a1
paramedics to rotate between functions for cross-training.
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The Department expects to purchase an additional Mobile Intensive Care Unit
(MICU) for $70,000 in FY95. The unit will have a 4 year life. It will contain medical
equipment costing $15,000 and having a 5 year life. As discussed above, it will be
staffed by 9 Paramedics. Their FY91 salary for Range 41 Step E is $42,848. To this
will be added 43% for benefits.
Each new Paramedic has an overtime replacement cost for sick leave and
vacations of $5,000 annually. Maintenance & Operation (M&O) costs for each new
medic is $3,200 for uniforms, protective clothing, training, certification and
consumable station supplies. Total staff-related costs per paramedic unit will be
$625,257 per year. This is the total for 9 paramedics with salary of $42,848, benefits
of $18,425, overtime of $5,000, and M&O of $3,200 per year.
The MICU is projected to cost $12,000 per year for Vehicle Maintenance and
Insurance. Vehicle Replacement is estimated at $17,500 per year (purchase price of
$70,000 divided by useful life of 4 years).
In FY95 the Department expects to add a civilian EMS Coordinator and
Educator. Such a staffer will conduct 50% to 60% of needed emergency medical
training in-house. The EMS Coordinator will also perform quality control on service
provision by reviewing the medical records kept by the Paramedics. The State
Department of Health is requiring such review of all EMS providers, as part of risk
managemer: - af medical malpractice insurance. Total compensation for the EMS
Coordinator will be approximately $55,000. This includes benefits of 33% and
assumes salary of Range 47, Step A, or $40,794 in FY91.
e. Weed Abatement
As Carlsbad builds out, the amount of unimproved land on which the City
performs this service will decrease. Further, most of the cost for this service is
recovered through charges to property owners. Therefore it is regarded as fixed for
purposes of this analysis.
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f. Disaster Preparedness
This function is staffed by one person. That level of operation is believed
be adequate through buildout. Therefore this function is regarded as fxed f
purposes of this analysis.
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11. PUBLIC SAFETY
A. PoIice Department
1. Administration
Activity Allocation Amount
a. Communications and
Services Per capita $ 8.88 2. Operations
a. Police Officers 6 per beat;
$ 32,651
b. Sergeants 1 per beat $41,685
c. M&O Per P.O. & Sgt. $ 3,088
d. Patrol Car Per 3 P.0.s &
per 3 Sgts. $ 18,000
e. Vehicle M&O Per car per year $ 15,856
f. Police Service Aide Pop. threshold
g. PSA’s Sedan
a. Detective Pop. threshold
(7,014) $ 39,697
b. M&O Per detective $ 3,088
c. Sedan Per detective $ 15,000 d. PSA Pop. threshold
new beat ea. 3 yrs.
(50,000) $ 20,210
Per PSA $ l0,Ooo (PSA)
3. Investigations
(50,000) $ 20,210
e. PSA’s Sedan Per PSA $ 10,Ooo
f. Sedan’s M&O Per sedan $ 3,182
a. Detective Pop. threshold
(31,563) $ 39,697
b. M&O Per detective $ 3,088
c. Sedan Per detective $ 15,000
d. Vehicle M&O Per sedan $ 5,833
a. Dispatcher POP. threshold
b. Crime Prevention Pop. threshold
4. Vice/Narcotics
5. Technical Services
(4,856) $ 27,029
Technician (50,000) $23,464
d. Vehicle M&O Per sedan $ 2,140
e. DAREOfficers 2000 & 2009 $ 32,1551
f. DARE Officers’ Sedans Per officer $ 15,000 g. Records Clerk Pop. threshold
(10,521) $ 21,031
c. Technician’s Sedan Per technician $ 10,Ooo
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11. PUBLIC SAFETY (Continued)
A. Police Department (Continued)
Activity Allocation Amount
6. Reserve Officers Fixed
7. Traffic
a. Motorcycle Officer Pop. threshold
(15,782) $ 39,697
b. Traffic Investigator Pop. threshold
(31,563) $ 32,651 c. Sergeant 2005 $ 41,685
e. Motorcycle Per mtrcycle officer $ 8,500
f. Sedan Per investigator &
per sergeant $ 18,000
g. Vehicle M&O Per motorcycle &
per sedan $ 2,371
h. PSA Pop. threshold
d, M&O Per officer $ 3,088
(50,000) $ 20,210
i. PSA'sSedan Per PSA $ 10,m
NOTE. Employee benefits are calculated by TA's software. They are discussec
the text but not included in these tables. Also, detectives, sergeants, records cle
crime prevention technicians and police service aides are assumed to recc
furniture and equipment costing $6,000 and having a 5 year life.
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11. PUBLIC SAFETY (Continued)
B. Fire Department Activity Allocation Amount
1. Capitai 'acilities
a. Relocation of
Station 3 1994 $45 1,000 2. Operating Costs
a. Administration
(1) Secretary I 1992 $ 22,548
(2) Mgmt. Analyst 2001 $ 35,880
(3) Furn. & Equipment Per new staffer $ 6,000
(1) Ladder Truck 1994 $600,000 (2) Fire Engine, Stn. 1 2008 $250,000 (: Fire Engine, Stn. 5 2011 $250,000 (-+ Frfghtrs,OT/M&O Per truck $602,772 (5) Vehicle M&O Per truck $ 8,000 (6) Vehicle Replacement
(a) Ladder Truck Per year $ 30,000
(b) Fire Engine Per year $ 16,667
b. Fire Suppression
c. Fire Prevention
$ 0.024
(1) Nonresidential
Inspection Per square foot ' (2) Residential
Inspection Per new unit $ 13.58
(3) Population Driven Per capita $ 0.46
(I) Mobile Intensive Care
Unit 1995 $ 70,000
(2) Prmdcs,OT/M&O Per unit $625,257
(4) Vehicle Replacmt. Per unit $ 17,500
(5) EMS Coordinator FY95 $ 40,794
d. Emerg. Med. Services
(3) Vehicle M&O Per unit $l&OOo
e. Weed Abatement See text
f. Disaster Preparedness See text
NOTE: Civilian employee benefits will be calculated by TA's software. They are
discussed in the text but not included in these tables.
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III. DEVELOPMENT SERVICES
This section of the budget includes several divisions whose primary functic
are to serve new development. Due to that fact, staffing levels for the follow
divisions are assumed to be adequate, and operating costs are therefore not expect
to increase due to growth: Community Development Administration; Engineer;
Department Administration, Development and Municipal Projects; Plann
Commission; Geographic Information System; Growth Management; and Build
Inspection. It should be noted that this assumption regarding staffing levels 1
developed using the FY91 budget. Staffing levels have changed in FY92.
Some of the capital facilities for which the Engineering Department provii
design, inspection and review services are discussed, along with their associa
operating costs, under Section V, Utilities and Maintenance. Capital and opera
costs which are included in the model are those to the following funds: Gene
Public Facility; Park In Lieu; and Traffic Impact. Enterprise funds, including W
and Sewer, are not being modeled as their revenues are set to cover costs. Reven
associated with services provided by Engineering, Planning and Building Inspeci
are discussed in Section VI of this document, Revenues.
Those divisions whose operating costs are projected to increase are disw
in the order in which they appear in the FY91 budget.
k Engineering Department
1. Transportation Division
This division is responsible for traffic safety and transportation planr
Unlike the Development and Municipal Projects Divisions which are parl
supported by fees, developer contriiutions, or Capital Funds, Transportatic
entirely supported by the General Fund. In addition, a fair amount of staff tin
this division is spent dealing with citizens. Therefore Transportation Enginet
costs will be projected to increase with population. FY91 expenses of $257,40:
divided by 1990 Census population of 63,126. The result, $4.08, will be the incre
cost for Transportation Engineering for each new resident of Carlsbad.
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B. Planning Department
1. Land Use Division
The Director of Planning expects the remaining undeveloped zones to submit
their Local Facilities Management Plans within the next 10 years. Resulting
development activity within these zones, as well as increased activity in the zones
where LFMPs are already approved, will require the addition of 4 Associate Planners
and 1 Word Processor 11. This will permit the Land Use Planning Division to
maintain its current level of service. FY91 Step A salaries for Grade 78 (Associate
Planner), $37,454, and Grade 13 (Word Processing Operator II), $19,616, will be
used. The City-wide average for employee benefits, 33% of salary, will be added to
each position. One Associate Planner will be assumed for each of FY93, FY95,
FY97 and FY99, or for every 5,226 residents (up to 20,904 residents). The Word
Processor will be added in FY96. Each new staffer will receive furniture and
computer equipment costing $6,000.
An additional concern is office space for any new staff. The Planning
Department offices are presently filled to capacity. Additional office space will be
needed for any new staff.
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III. DEVELOPMENT SERVICES
A. Engineering Department
B. Planning Department
Activity Allocation AmOUl
1. Transportation Division Per capita $ 4.08
1. Land Use Division
a. Associate Planners 1993, 95, 97 & 99 37,454
b. Word Processor I1 1996 19,616
NOTE: Employee benefits are calculated by TA's software. They are discussec
the text but not included in these tables. Also, each new staffer is assumed to reqi
furniture and computer equipment costing $6,000, and having a 5 year life.
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N. CULTURE AND RECREATION
A. Library
1. Capital Facilities
Major changes in library service will occur with new facilities. The 64,000
square foot library in South Carlsbad is due to open in 1993. It will be financed out
of the Community Facilities District. To establish the initial collection at South
Carlsbad, 166,000 volumes now at Carlsbad Village Drive or the Cole Library, will
be transferred there.
When the South Carlsbad Library opens, the original library will be closed for
renovations shown at $500,000 in the FY91 CP, to reopen in 1994. The original
plans were to expand the Cole Library to 32,000 square feet. For this analysis the
assumption is that Cole will remain at 24,600 square feet from now until close to
residential buildout. At that time Cole will be expanded to 44,600 square feet. This
will meet the standard in the Growth Management Plan of 800 square feet per 1,000
population. This 20,000 square foot expansion will also be financed out of the
Community Facilities District. Expansion is expected in the year 2010, or shortly
before residential buildout of the City.
When Cole reopens in 1994, the collection now at the La Costa Branch
(approximately 35,000 volumes) will be transferred there. An additional $400,000 for
purchase and processing of around 15,000 volumes will be spent in FY92, to
supplement the collection at Cole.
2. ODerating Costs
For the most part, changes to operating costs are discussed below by facility,
rather than by divisions of the budget. That is, when library space increases from
24,600 square feet to 88,600 square feet in 1993, staff will increase. Costs for these
staff are currently shown under the following cost centers: Administration;
Circulation; Reference; Genealogy; Children’s Services; Technical Services; Adult
Learning; Media Services; Collection Development; and La Costa Branch (now
operated out of leased space in South Carlsbad). Likewise, building operating costs
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c e a ,d
and collection replacement costs will increase with new facilities and with populatioi
Both these categories of costs also cut across functional areas of the budget. '
a. New Librarv Staff
In order to calculate the City's cost for net new library staff, the followir
assumptions are made. When the South Carlsbad Library opens in 1993, most of tl
staff now at Cole and at the La Costa Branch will be transferred to the new facilil
While Cole is closed for renovations, the City will lease space in North Carlsbad f
selected general staff and will maintain the La Costa Branch for Genealo
operations.
At the South Carlsbad Library there will be 10 new positions. One, Brar
Manager or Principal Librarian, will be a new classification. This salary is assurr
to be between that of Assistant Library Director and Librarian 111, or comparable
Step 3 for a Senior Management Analyst, $45,656 in FY91.
There will be a new function called Information Services at South Carlsb
This will be staffed by 1 Librarian I1 at Range 53 Step C, or $32,199 in FY
Information Services will also have 4 Library Assistants. Two are assumed to be '
I's at Range 24 Step C, or $24,128 in Ey91. The other 2 will be LA II's at Ra
35 Step C, or $26,919 in FY91.
The Reference section at South Carlsbad will add a business specialis1
Librarian 11, $32,199, and a Liirarian I, Range 38 Step C, or $27,735 in FV91.
Finally, the Circulation section will add 2 pages who will each work 19 hc
a week. Assuming Range 1 Step C or $4.97 per hour, each page will be paid $4.
per year with no benefits.
Therefore, the City's cost for new positions at South Carlsbad will be $328
per year. This is summarized in the table below.
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New Position FY91 Salary Benefits No. of Total for
@ 33% Positions Positions
Principal Librarian $45,656 $15,066 1 $ 60,722
Librarian I1 32,199 10,626 2 85,650 Librarian I 27,735 9,153 1 36,888
Library Assistant I1 26,919 8,883 2 71,604
Library Assistant I 24,128 7,962 2 64,180
Library Page 4,910 0 2 9,820
TOTAL FOR NEW STAFF - South Carlsbad 10 $328,864
When Cole Library reopens in 1994, the 1.5 staff in Genealogy and 3.6 staff
in Adult Learning will be transferred back in from leased space. The remainder of
the staff at Cole are assumed to be net new positions, as shown in the table below.
Full-time salaries assume the middle of the range for the position in FY91. Clerks
and Pages work 19 hours a week with no benefits. Clerk I is Range 12 Step A and
Clerk I1 is Range 12 Step E.
New Position FY91 Salary Benefits No. of Total for
@ 33% Positions Positions
Principal Librarian $45,656 $15,066 1 $ 60,722
Librn. I11 (Chldm) 37,382 12,336 1 49,718
Librarian I1 32,199 10,626 1 42,825
Lib. Asst. I11 (Circ.) 30,637 10,110 1 40,747
Lib. Ass: I1 26,919 8,883 4 143,2:" 3
Library A%istant I 24,128 7,962 3.5 112,560
Library Clerk I1 8,349 0 3.5 29,222
Library Clerk I 6,857 0 3 20,571
Library Page 4,910 0 5 24,550
TOTAL FOR NEW STAFF - Cole Library 24.5 $563,572
Clerk Typist I1 19,774 6,525 1.5 39,445,
b. Part-Time Staff, Media Services
The Media Services division now includes one full-time and one part-time staff
member. When the South Carlsbad library opens in 1993, this division will manage
its auditori: I" and operate a Cable c' -?reduction studio. To staff these two
additional I-. , ;tions, the library will ad. t part-time clerk. -?'he FY91 salary for
part-time Range 12 Step C, $7,558, will be used for this additional position.
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C. Facilitv Operating Costs
The FY91 budget for utilities at Cole Library is $95,000. When this is dividr
by 24,600 square feet in the building, the result is $3.86 per square foot. To this
added Facilities Maintenance costs of $4.47 per square foot (under Utilities a1
Maintenance in the budget), for a :otal building operating cost of $8.33 per squa
foot. This is multiplied times the 64,000 square feet in the South Carlsbad library f
increased costs of $533,120 per year beginning in 1993. This is the estimated cc
based on maintenance of existing buildings.
The six acre site will cost $66,000 per year for landscape maintenance. T
cost is in the Parks & Recreation budget.
When 20,000 square feet are added to Cole Library in 2010, the increased c
to the City will be $166,600 for utilities and building maintenance (20,000 tin
$8.33).
d. Collection Replacement Costs
The FY91 budget for books, subscriptions and audiovisual materials
$237,000. This cost will be projected to increase on a per capita basis. Therefi
$237,000 is divided by the 1990 Census population of 63,126. The result, $3.75,
be the annual collection replacement cost for each new resident of Carlsbad.
e. Cultural Arts
When the South Carlsbad Library opens in FY93, its Art Gallery will
staffed by a full-time Gallery Director. This new position is expected to have
time salary of $36,000, plus the Citywide average for employee benefits at 339
salary. The gallery will also require part-time guards at $5,000 per year, and a F
time exhibit preparator at $6,200 per year. Initial equipment for the gallel
estimated at $6,300. Annual Maintenance & Operation for the gallery wil
$75,000. Of this total, $12,500 is for printing and postage and will be dim
below. The remaining $62,500 in M&O will be incurred each year for ga
operation.
Within the existing Cultural Arts budget and the proposed gallery budge1
following items are expected to increase with population:
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Object Amount in FY91 Budget
Community Arts Support $ 72,630
Postage-Cultural Arts 6,000
Printing-Cultural Arts 14,000
Printing-Gallery 7,500
Postage-Gallery 5,000
Total $105,130
This total is divided by the 1990 Census population estimate, 63,126, to equal
$1.67 per capita. This will be the City's cost for arts support, including printing and
postage for calendars and newsletters for each new resident of Carlsbad.
The Arts Manager now has a part-time employee coordinating the Public Art
program. Assuming the City's continued commitment to this program, the Manager
would make this position a full-time Management Analyst. This FY91 Step 1 salary
is $35,880. With benefits this position will be $47,720. From this is deducted the
present part-time salary, $14,000, for a net cost of $33,720. The full-time position is
assumed to begin in FY95.
f. Sister CiN
FY91 is the first full year of this program, with Carlsbad's "sister city" of
Futtsu, Japan. The City Council recently added Karlovy Vary (formerly Karlsbad),
Czechoslovakia, as the second sister city. This program is now coordinated by the
Management Analyst assigned to Cultural Arts. This staffer's primary duty is
Community Arts Coordination. However, the Sister City program is requiring up to
50% of available time. The Arts Manager believes that in the future, dedicated staff
will need to be added to maintain the Sister City program. This is not included in
the model.
g. Audiovisual Insurance
This section of the library budget is operated as a special fund. That is, when
patrons check out a video, they pay a $0.50 insurance fee. This fee is used to
purchase new videos and equipment. In FY91 revenues more than cover costs,
although the level of net revenues appears to have stabilized. When the South
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Carlsbad library opens, net revenues may begin to increase, but this is difficult
predict. Therefore this activity will be regarded as fxed for purposes of this analy
h. CLSA Grant
This section of the budget represents the California State Library’s reimbui
ment of the City for loans of materials to non-residents. While the City’s lending 7
probably increase, the level of State funding is uncertain. Therefore this activit
fixed in the fiscal analysis. -
1. PLF Grant
This section of the budget contains the State Public Library Fund gr
Although it is based on population, due to State budgetary constraints, this gi
decreased from $49,782 in FY90 to $39,825 in FY91. Therefore it is fixed in
fiscal analysis. (Note that the budget shows a fund balance which includes sev
years of savings and carryover, and thus is higher than the annual amount of
grant.)
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B. Parks and Recreation
1. Capital Facilities
Recreational facilities will be discussed first, followed by park facilities. Operating
costs are addressed in Section 2 below.
a. Communitv Centers
The City now has one community center in the northwest (Harding), one in the
northeast (Calavera), and one in the southeast quadrant (Stagecoach). This does not
include other City-wide facilities such as the Senior Center, Magee House, or
Heritage Hall, all of which are in the northwest quadrant. The three cornmmity
centers total E -3nd 43,000 square feet, with the Senior Center contain,;>: an
additional 16,000 square feet.
Three of the four community centers in the FY91 CIP were shown as 15,000
square feet and costing $2.25 million. In order to allocate $4.5 million from the FY91
CIP to both a pool and community center at Alga Norte, the center is assumed to be
10,000 square feet and to cost $1,500,000. These community centers will be sufficient
to maintain the current level of service at buildout. Based on the CIP, the existing
location of recreational buildings, and projected population increases; the community
centers will be staged as follows:
Quadrant & Center Fiscal Year
SW - Alta Mira 1996 Nw 2000
SE - Alga Norte 2003
SW - Aviara 2009
(It should be noted that the EY91 CIP shows community centers at 20,000 square
feet.)
b. Swimmine: Pool
The City currently has one swimming pool. A second pool is planned at the Alga
Norte Park. It is assumed to cost $3,000,000, and to be constructed in the same year
as the community center, 2003.
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c. Golf Course
The City is considering development of an 18-hole golf course in the northe
quadrant. Debt service is estimated at $800,000 a year for 20 years from date
construction. Because the site surrounds Lake Calavera, the City must rece
development permission from the Army Corps of Engineers and the State Fish s
Game Department. The latter permit require completion of an EnvironmeI
Impact Review which is now underway. Other complications include location
adequate supplies of water from either wells or reclamation sources. Finally, priv
development has not yet provided road access to the site. Due to these compl
tions the golf course and clubhouse may cost $14 million to $17 million to devel
The City has had a feasibility study performed regarding future operating costs. F
are expected to be set at such a level as to cover costs of operating the golf cou
The General Fund share of debt service (up to 2% of Transient Occupancy '
collections) is a commitment the City has made to serve existing residents, and is
attributed to new development.
d. Communitv Parks and Special Use Areas
The Growth Management standard for parks is that 3 acres of community F
or special use area per 1,000 population must be scheduled for construction wi
a 5 year period. The Capital Improvement Program contains projects which incl
the acreage needed until buildout. Projects will be discussed below by th
quadrants of the City, which correspond to park planning districts.
(1) Northwest Quadrant
This district currently has 39.58 acres of community park and 42.5 acres of spe
use areas. The CIP shows acquisition of a 7 acre park in FY95 for $2,380,000,
development in FY96 for $875,000. The Cannon Lake special use area, 6.7 a(
will be developed for $84O,OOO between 1995 and 2000, say in FY97. A PIL 1
costing $1,387,767 is shown in 2000.
The CIP also shows a project entitled Macario. Originally known as Mac
Canyon Park, this is now renamed Veterans Memorial Park. Because the FY91
refers to Macario, this document will also. This 288 acre parcel is centrally loc
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:r~ Carlsbad. Therefore portions of Macario are credited to each of the 4 quadrants,
as follows. A total of 100 acres will be developed, 25 acres in each quadrant, with
the remaining 188 acres credited as open space, 47 acres to each quadrant.
Staging of development of Macario will depend on the rate of population growth
in the City. Using Keyser Marston Associates’ projected population increases, and
considering the acreage provided by other community park and special use projects
in the CIP, the acreage provided by Macario would be needed as follows:
Quadrant Fiscal Year
Vortheast 2003
Jorthwest 2003
xtheast 2006
mthwest 2006
After approval of the Community Facilities District, staging of Macario was revised
in the FY92 CIP.
(2) Northeast Quadrant
This district now has 43.16 acres of community parks and special use areas. This
includes 22.2 acres in Laxwin Park, to be developed for $2.5 million in FY92. The
CIP also shows a PIL park costing $3,525,430 and projected for the year 2009.
(3) Southwest Quadrant
This area currently has no acres of developed community park. The FY91 CIP
showed 42 acres in Alta Mira being developed in two phases. The first phase of 32
acres was to begin development in FY91 for $1.3 million. Another $3.8 million was
shown in the CIP for development in FY92. Also in FY92 construction of a Tennis
Center was projected for $1 million. The second phase, or development of the
remaining 10 acres, was scheduled for FY94, to cost $1.2 million. (The FY92 CIP
shows development of Alta Mira in one phase.)
The FY91 CIP also showed 15 acres at Aviara, called Zone 19 Community Park.
Development costing $1.7 million was scheduled for FY94. An additional 9.25 acres
at Aviara, for a total of 24.5 acres, was scheduled for development in 2001, for $1.1
million. The developer will be repaid by the City in FY95 through FY2000. These
costs will be incurred by the Public Facility Fund.
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Finally, the CIP shows a special use area of 4 acres costing $500,000 to deve
in 2004. This project will not be included in the model, as an elementary school 1
already been developed (Aviara Oaks). The City expects to enter into a Joint I
Agreement for this site and doesn't anticipate another special use area in 1
quadrant.
(4) Southeast Quadrant
This district currently has 53.34 acres of developed community parks and spe
use areas. In addition, Alga Norte Park was scheduled to be developed in *
phases. The first phase, 19.48 acres, was to cost $2.2 million to develop in Fk
The second phase, 15.52 acres, was to be developed for $0.4 million, $0.8 million, ;
$0.8 million in each of FY92, FY93 and FY2000. (The N92 CIP shows developm
of Alga Norte delayed until after 1996.) The developer will be repaid by the Cit
FY94 through 2000. These costs will be incurred by the Public Facility Fund.
This district will also add Leo Carillo Park to its inventory, as follows. '
existing 10.2 acres will be developed in FY94 and FY95 for $2.25 million.
additional 8.5 acres will be dedicated and developed for $1.1 million in 2004. '
developer has proposed another 10 acres at the Can110 Park, but related costs
not yet available.
Finally, the CIP shows a PIL Park for $1,992,840, estimated for the year 2a
(5) Zone 5 Industrial Park
The City is divided into 25 zones for growth management and planning purpc
Zone 5 is in the center of Carlsbad and is divided by El Camino Real and Palo
Airport Road. Its development is expected to be entirely nonresidential.
recognition of that fact, the City has instituted an industrial park fee of $0.40
square foot of nonresidential development. This fee will be used to acquire land
develop a park with tennis courts, ballfields, basketball courts, and other recreati
facilities. Neither the revenues nor costs of this facility will be included in the mc
as fees are expected to cover costs.
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e. Open Space
In addition to the open space provided to each quadrant by Macario, the growth
management standard is that 15% of total land area be set aside as open space. The
City is currently conducting an open space and trails feasiblity study.
2. Operating Costs
Operating costs for Parks and Recreation will be discussed in the order that they
appear in the budget.
a. Administration
The Director does not expect major increases in this cost center. He does expect
rart-time staff may need to be made permanent that, department-wide, SOF
employees.
b. Commission
This function, $1,700 in the FY91 budget, is not expected to increase substantially
due to growth. Therefore it is fEed for purposes of this analysis.
c. Parks Operations
Costs under this division will increase with new community centers and with acres
of park land.
(1) Building - Maintenance
Park staff maintain bathrooms and other structures outside of community centers.
These costs are discussed below under Park Maintenance. For new community
centers, Facilities Maintenance costs from the Utilities & Maintenance budget wdl
be projected to increase. These costs, $4.47 per square foot, are multiplied times the
15,000 square feet in new community centers for a Building Maintenance cost of
$67,050 per year.
(2) Park Maintenance
Costs for Parks Operations will be projected to increase per acre of park land.
According to the Parks Superintendent, the cost to maintain level "A" park land is
$11,000 per acre per year. Level A refers to high use areas including turf and
landscaping, and provides for frequent trash pickup (more than once a week).
Because this per acre cost was calculated based on Parks Operations' entire FY91
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budget and on current acres maintained, it includes capital outlay for vehicles ai
equipment, maintenance and replacement, and facilities maintenance activities 1
park staff. This cost will be applied against new acres of community park and spec
use areas, as described above under Capital Facilities. In addition, the 6 acre site
the South Carlsbad Library will cost $11,000 per acre to maintain, as discussed
Section A above. Once a site for the new City Hall is established, the City will a1
incur costs for maintenance of its net additional acreage.
d. Recreation ODerations
This division includes staff and M&O costs to operate the 3 existing commun
centers and other recreational facilities. These costs will be projected to increi
with each new community center. The FY91 budget, $332,663, is divided by 3,1
Recreation Operations costs of $1 10,888 per new community center.
e. Recreation - Fee Suworted
This division includes staff and M&O costs to provide recreation programs
residents. Fees are estimated at $750,000 in FY91, as shown on page 25 of 1
budget. They are deducted from total expenses for this division, $1,123,930, for 1
General Fund support of $373,930. This is divided by 1990 Census population
63,126, to equal $5.92. This will be the cost for recreation programs for each n
resident of Carlsbad.
f. Aquatics
This division includes the City's costs to operate the 25 meter pool at the Su
Center. A 50 meter pool will be built at Alga Norte Park around 2003. Since
new pool will be twice as large as the existing facility, its operating costs are expec
to be twice those of the Swim Center. Therefore the FY91 budget of $263,87'
multiplied by two, for estimated operating costs of $527,758 for the Alga Norte p'
g. Awa Hedionda Lagoon
Due to its potential risk, the City may decide to offer the public the opportu
to purchase their own liability insurance, in order to use the lagoon. Should the i
no longer provide part-time staffing, this cost would not be incurred. Therefore
regarded as fixed for purposes of this analysis.
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h. Tree Maintenance and i. Median Maintenance
Increased costs for maintenance of street trees and medians will be offset by
increased revenues from their respective assessment districts. Therefore neither of
these activities is included in the model.
j. Senior Commission
This cost center, $500 in FY91, is not expected to increase significantly due to
growth.
k. Senior Programs -
This division of the budget was $320,663 in FY91. This is divided by 1990 Census
population of 63,126, to equal $5.08 per capita. This will be the City’s cost for senior
programs for each new resident.
1. Senior Grant
This program provides nutrition and transportation assistance. It is funded by
grants. The City also receives some support for Senior grant programs through
donations, estimated at $60,000 in FY91. This section of the budget is not projected
to increase as a net cost to the General Fund due to new development, and therefore
is regarded as fixed in this analysis.
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IV. CULTURE AND RECREATION
A. Library
Activity AlIocation Amount
1. Capital Facilities
a. S. Carlsbad Library 1993 CFD
b. Cole Renovation 1994 $ 500,000
d. Expand Cole Collection 1992 $ 400,000
a. New Library Staff
c. CoIe Expansion 2010 CFD
2. Operating Costs
(1) S. Carlsbad 1993 $ 328,864
(2) Cole 1994 $ 563,572
Media Services 1993 $ 7,558
(1) S. Carlsbad Bldg. 1993 $ 553,120
(2) S. Carlsbad Grnds. 1993 $ 66,000
(3) Cole Expansion 2010 $ 166,600
b. Part-Time Staff,
c. Facility Operating Costs
d. Collection Replacment Per capita $3.75
(2) Part-Time Staff 1993 $ 11,200
e. Cultural Arts
(1) Gallery Director 1993 $ 36,000
(3) Gallery M&O 1993 $ 62,500
(4) Community Arts Per
support capita $1.67
(5) Public Art Coord. 1995 $ 33,720
f. Sister City See text
g. Audiovisual Insurance See text
h. CLSA Grant Fixed
i. PLF Grant Fixed
NOTE: Employee benefits are calculated by TA's software. They are discusse
the text but not included in these tables for positions under Cultural Arts.
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IV. CULTURE AND RECREATION (Continued)
B. Parks and Recreation
Activity Allocation Amount
1. Capital Facilities
a. Community Centers
(1) Alta Mira 1996 $ 2J50,000
(2) NW Quadrant 2000 $ 2,250,000
(3) Alga Norte 2003 $ 1,500,000
(4) Aviara (Zone 19) 2009 $ 2,035,000
b. Swimming Pool 2003 $ 3,000,000
c. Golf Course Debt Svc. See text
d. Community Parks & Special Use Areas
(1) NW Quadrant
(a) 7 Acres Acquis. 1995 $ z38-
Development 1996 $ 87:
(b) Cannon Lake 1997 $ 84C
(c) PIL Park 2000 $ 1,387.
(d) Macario 2003 CFD
(b) Macario 2003 CFD
(2) NE Quadrant
(a) Larwin Park 1992 $ 2,500,000
(c) PIL Park 2009 $ 3,525,430
(a) Alta Mira 1992 $ 3,840,000
(b) Alta Mira
Tennis Center 1992 $ 1,008,000
(c) Aviara 1994 $ 1,687,500
Development 2001 ' $ 1,063,750
(3) SW Quadrant
Development 1994 $ 1,200,000
(d) Macario 2006 CFD
(4) SE Quadrant
(a) Alga Norte 1992 $ 2,241,265
Development 1992 $ 400,000
1993 $ 750,000
2000 $ 800,000
(b) Leo Carillo 1994 $ 250,000
Development 1995 $%oO0,000 2004 $ 1,100,000
(c) Macario 2006 CFD
(d) PIL Park 2007 $1,992¶840
(5) Zone 5 Indust. Pk. See text
e. Openspace See text
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IV. CULTURE AND RECREATION (Continued)
B. Parks and Recreation (Continued) Activity Allocation Amount
2. Operating Costs
a. Administration See text
b. Commission Fixed
c. Parks Operations
(1) Building Per community
Maintenance center $ 67,050
(2) Parks Maintenance Per acre $ 11,000
center $ 110,888
d. Recreation Operations Per community
e. Recreation - Fee
Supported Per capita $5.92 f. Aquatics - Alga
Norte Pool 2003 $ 527,758
g. Agua Hedionda Lagoon See text
h. Tree Maintenance See text
i. Median Maintenance See text
j. Senior Commission Fixed
k. Senior Programs Per capita $5.08
1. Senior Grant Fixed
37
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.<
v. PUBLICWORKS
A. Utilities and Maintenance
Beginning in July 1991 (FY92), Sanitation and Water Senices, now in this
department, will be combined with the Water District to become the new Utilities
Department. In conjunction with this reorganization, Utilities & Maintenance will be
renamed. Because these assumptions are based on the FY91 budget, the functions
now in Utilities and Maintenance will be discussed in the order in which they appear
in that document. Enterprise funded activities are not included in the model. These
include Water, Sanitation and Street Lighting.
1. Capital Faciliti-
a. Utilities e.- - . htenancePurchasing Warehouse Facility
The warehouse will. be funded by the Community Facilities District, with
construction beginning in 1997. It is intended to house the City's Purchasing Office
and Warehouse, Parks Maintenance and possibly Administration, and Utilities &
Maintenance Operations and Administration.
b. Drainage Proiects
Both drainage and street maintenance are performed by the Street Mainte-
nance Division. Regarding drainage, the City recently retained a consultant to
develop a 2 '3 Drainage %aster Plan. Future drainage facilities will be constructed
by assessme, Astrict or _evelopers and maintained by the City. Other than one
project in the current fiscal year, the CIP shows $162,000 for a storm drain at the
north end of Highland Drive, to Jefferson Street. It will be offset by Planned Local
Drainage Fees from Area 3. Neither these revenues nor this cost are included in this
analysis.
c. Street Proiects
Many of the projects in the CIP are not assigned specific years, but rather are
shown in the ranges "1995 to 2000" or "2000+". For the fiscal model, projects were
assigned years based on their contribution to relatively level spending from year to
year. That is, Intersection Improvements are $2,265,000 between 1995 and 2000, or
$453,000 per year; between 2001 and 2010, they are $4,655,000 or $465,500 per year.
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Miscellaneous (Traffic Signal Upgrades, Guard Rails and Traffic Monitoring) a
$140,000 per year between 1992 and 1995; $800,000 or $160,000 per year betwec
1995 and 2000; and $895,000 or $89,500 per year between 2001 and 2010. Maj
street projects included in the model are shown below. Note that these are projei
which are funded by Traffic Impact Fees, Public Facility Fees, or General Capi
Construction funds. &t included in the model are costs incurred by the Commun
Facilities District, the County, State, or developers.
The table below shows major street projects by year. Because it does r
include the CFD, the following street projects from the FY91 CIP are not shol
here: LaCosta Avenue, Rancho Santa Fe, Olivenhain Road, Faraday Avenue, a
Leucadia Boulevard. The Jefferson Street project is deleted due to environmen
constraints. Finally, the table also does not include Underground Utility Districts
and 14 in FY92 and FY93. Those costs are considered redevelopment and will I
be attributed to growth.
Major Street Projects Fiscal Year Amount in $1000~
Poinsettia Bridge 96 $2,000
Highland Drive 98 375
Avenida Encinas 97 700
Park Drive 98 265
El Camino Real (ECR) 99 350
Palomar Airpt. Rd. (PAR) Medians 99 500
Poinsettia Widening 2000 620
PAR Bridge 2004 4,000
Elm Avenue 2007 1,050
ECR Medians 2008 1,700 Carlsbad Blvd. 2009 800
Tamarack 2005 2,OOo
Carlsbad Medians 2009 1,200
d. Bridge and Thoroughfare Proiects
The CIP shows three interchanges with 1-5 under this category -- La Coi
Palomar and Poinsettia. These interchanges will be funded out of the Commui
Facilities District, and are not included in the model.
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e. Traffic Signals
According to the Traffic Engineer, signals cost $125,000 each. The CIP
contains a list of 35 projects, 3 in N91. For the fiscal model annual numbers of new
signals will be based on the CIP. These numbers will be direct for N92 through
FY95, and annual averages for the next 5 years (range 1995 to 2000) and the last 10
years (2000+), as shown below:
Traffic Signals Fiscal Year
6 92
5 93
1 94
1 95
2.8 90-2000
0.5 2001-20 10
Sewer Proiects and g. Water Proiects f.
These projects are funded by the Sanitation and Water enterprises respectively,
and are not part of the model.
2. ODeratingi Costs
The assumptions which follow are based on the FY91 budget. They are
discussed in the order in which they appear under Utilities & Maintenance (U&M).
a. Administration
This cost center includes Rea. Property Management. That is, the U&M
Department handles property acquisitions, sales and leases. Because the amount of
space the City leases, acquires and manages is expected to continue to increase, the
Director of U&M believes it will be necessary to add staff in the future.
Another area of expanding responsibilities is Solid Waste Management. This
is a new function for cities in California. The State mandates that solid waste be
reduced by 25% in 1995 and by 50% by the year 2000. It is likely that additional
staffing will be necessary to comply with State mandates.
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b. Street Maintenance
This cost center includes the following maintenance functions: Roadsic
Drainage System; City Signs; Road Surface; Pavement Striping; Miscellanec
Repair; and Major Rehabilitation.
The Street Maintenance Superintendent indicates that this function has so1
serious existing deficiencies. For example, there is an 18 month backlog for concrc
repairs and sidewalks, due to inadequate staffing. Similarly, drainage channels n
be cleaned once a year, with catch basins and sedimentation basins not addressed c
to inadequate staffing. The Superintendent recommends a full-time two man CI
for Drainage Maintenance, as well as two more full-time staff for Roads
Maintenance (concrete and sidewalk repairs). Each of these staff is assumed to
a Street Maintenance Worker 11, with FY91 Step A salary at $21,241, and bene
at 33% of salary. For this analysis, one additional cement crew member will
assumed in each of 1993 and 1994, with the two drainage crew members added
1995.
Under the new Urban Stormwater Pollutant Control Program, the City 7
need to clean desilting basins each year, using a Grade All (large backhoe) cost
$150,000 and having a 15 year life. The silt will need to be hauled in two du
trucks costing $80,000 and having a 10 year life. The Grade All and dump trucks >
each be operated by a Street Maintenance Worker 111, at an FY91 Step C salaq
$27,735 plus 33% in benefits. For this analysis the Grade All and one dump tr
and their operators will be assumed in 1993, with the second dump truck and
operator added in 1996.
This division also needs a full-time Maintenance Management Technician. 7
position would support all Street Maintenance functions through the follov
activities: accounting, scheduling, management of outside contracts, inventory,
management of automated systems. It is assumed to be equivalent to an Engineei
Technician I1 or Range 50. In FY91 Step A this salary is $28,347, plus benefits. '
Technician was requested last year, and will be assumed for 1992.
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Tischler & As
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Finally, the budget for outside contractual senices for Street Maintenance
needs to be increased, especially if the City does not add staff and equipment as
described above. This increased level of service is not included here.
The existing Street Maintenance budget will be projected to increase per mile
of City street maintained. According to the Traffic Engineer, Carlsbad now maintains
219.5 miles of street. When this is divided into FY91 expenses of $2,799,103, the
result is $12,773 per mile, or $2.42 per linear foot. The Street Maintenance division
prefers to show lane miles maintained. However, projecting lane miles of new road
is beyond the scope of this analysis.
Miles of new City street will be projected as follows. First, major street projects
are shown in the year assigned in the FY91 CIP or in the Cost and Project Schedule
for the Community Facilities District. Then the Traffic Engineer estimated lengths
of additions for arterials. Two projects from the CIP are not shown below. Jefferson
Street is not feasible due to environmental constraints, and Tamarack is not a new
road segment, but rather improvement of an existing one.
Major Street Project Year Estimated Feet
Cannon Road 1992 6,500
College -
N. of El Camino 2007 11,000
S. of Palomar 2004 6,ooo
Far -ay 2000 5,000
Me:;xe 2002 9,000
Rancho Santa Fe 1994 8,000
In addition, developers will build local roads which will be maintained by the
City. The Engineering Department projects feet of local road by the types of land
use included in this study as follows:
Land Use Feet of Road
Single Family (avg.
2.95 units per acre)
Multi Family (7.6
units per acre)
Nonresidential (avg.
40,000 sq. ft. 0.005 feet of road per
building) nonresidential sq. ft.
40 feet per unit
30 feet per unit
200 feet per bldg., or
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c. Facilities Maintenance
The Facilities Maintenance Superintendent indicates that the square f
maintained by the City have tripled in the last 5 years, with newer facilities be
more sophisticated. He recommends that the existing level of maintenance ;
remodeling (13 projects totaling $361,200 on page 133 of the FY91 budget)
continued, with more emphasis on preventive rather than deferred maintenance.
eisting staff, the Superintendent has one full-time temporary custodial position wl
should be made permanent. Regarding new staff, when the City adds the 64,
square foot South Carlsbad Library and the 96,000 square foot New City Hall,
Superintendent recommends adding an electrician and an HVAC mechanic, ral
than continuing to use outside contracting. For this analysis, the two positions
assumed to be added with the opening of New City Hall, in 2002. The first posi
will be a Maintenance Electrician with Range 38 Step A salary of $25,156 in F7
The second position is estimated at Range 55 Step A or $29,793 in FY91.
For this analysis, Facilities Maintenance expenses are projected to increase
square foot of new building. The FY91 total for this division, $1,444,283, is divi
by the current number of square feet maintained, 323,102. The result, $4.47
square foot, is applied against the New City Hall under Section I, Gen
Government, and new Libraries and Community Centers under Section IV, Cul
and Recreation.
The new U&M Warehouse is assumed to be 20,000 square feet for Facil
Maintenance costs of $89,400. Assuming two years for construction, the City
incur this cost beginning in 1999.
d. Traffic Signals
This division will need to add a Signal Maintenance Technician in the fui
to make minor repairs to the controller at each signalized intersection. The U
Department as a whole has two electricians who work on signals, street lights
facilities maintenance.
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For this analysis the FY91 budget for this division, $328,533, is divided by the
current number of signals maintained, 59. The result, $5,568 per year, will be applied
against new signals from the CIP, as discussed above under Capital Facilities.
e. Buena Vista Creek Channel Maintenance
This activity is funded by an assessment district. It is not expected to be
significantly impacted by new development. Therefore neither this cost nor its
offsetting revenues will be projected to increase in this analysis.
f. Street Lighting;
This activity is funded through assessments on benefiting parcels. Assessments
are set to cover costs. Neither revenues nor costs associated with Street Lighting are
included in the model.
g. Sanitation Services
This division of the budget is part of the Sanitation Enterprise Fund. Because
rates are set to cover costs, neither these expenses nor associated revenues are
included in the model.
h. Water Services
Activities under this division are part of the Water Enterprise Fund, which is not
included in the model.
i. Fleet Or-&-:ations
This is + - Internal Ser b3c Funded activity which includes vehicle repair and
maintenance. For those departments projecting new vehicles, such as Police and Fire
(Section 11, Public Safety), Fleet Operations costs are estimated per new vehicle.
The only division of U&M directly projecting new vehicles, Street Maintenance,
currently has 25 vehicles assigned to it. This number is divided into Object 2111,
Vehicle Maintenance, in the FY91 Expenditure Summary Report for the division,
$110,350. The result, $4,414, will be the increased cost per year for the new Grade
All and the two new dump trucks for Street Maintenance.
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j. Vehicle Replacement
This cost center is also an Internal Service Funded activity. In this analy
vehicle replacement costs are included for those departments adding vehicles direci
such as Police and Fire. In other cases, where operating costs are shown to increi
as a whole, Vehicle Maintenance and Vehicle Replacement costs are included
allocated throughout the budget.
B. Water District
As explained above, enterprise funded activities such as the Water Disti
are not included in the model. This is because rates are set to cover costs, and 1
fiscal model is intended to concentrate on the General Fund and the major Capj
Funds.
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v. PUBLIC WORKS
A. Utilities & Maintenance
1. Capital Facilities
Activity Allocation Amount
a. U&M Warehouse 1997 CFD
b. Drainage Projects See text
c. Street Projects
(1) Intersection Improvements
(a) Annl. Avg. 1996-2000 $45 3,000
(b) Annl. Avg. 2001-2010 465,500
(a) Annl. Avg. 1992-1995 140,000
(b) Annl. Avg. 1996-2000 160,000
(c) Annl. Avg. 2001-2010 89,500
(2) Miscellaneous Projects
(3) Major St. Projs.
d. Bridge & Thor. Projs. CFD
e. Traffic Signals See text 125,000
f. Sewer & g. Water Projects See text
a. Administration See text
b. Street Maintenance
See text
2. Operating Costs
(1) Cement Repair 1993 & 1994 21,241
(2) Drainage Crew 1995 42,482
(3) Grade All Oper. 1993 27,735
(4) Truck Opers. 1993 & 1996 27,735
28,347
(6) Grade All 1993 150,000
(7) Dump Trucks 1993 & 1996 80,000
r (8) Operating Costs Per foot of road 2.42
(5) Maint. Mgt. Tech. 1992
c. Facilities Maint. Per sq. ft.
(1) U&M Warehouse 1999 89,400
(2) Maint. Electric. 2002 25,156
(3) WAC Mechanic 2002 29,793
e. B.V. Creek, f. St. Ltg., g. Sanit., & h. Wtr. Svcs.
i. Fleet Operations Per Grade AlVtrk. 4,414
j. Vehicle Replacement
d. Traffic Signals Per signal 5,568
See text
(1) Grade All Per year 10,Ooo
(2) Dump Trucks Per year ~,OOo
B. Water District See text
NOTE: Employee benefits are calcuated in model bc iot shown here.
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VI. REVENUES
A. GeneralFund
1. Taxes
a. ProDertv Tax
The City's share of this tax is 18% to 20% of 1% of the market value of I
property. For this analysis the midpoint of 19% will be used. Under Prop 13,
amount of this tax may increase by 2% per year, assuming inflation is more than 2
Because this analysis is using constant 1991 dollars, the 2% increase will not
included. Similarly, when real property changes ownership, the property tax increz
to reflect the most recent sale price. Such resale or turnover of real property 1
likewise not be included in this analysis. It is assumed that these increases
property tax collection will be used by the City to keep pace with cost increases (
to inflation, salary increases, and other expenses associated as much with sen
existing residents as with new development.
Market values for single family and multi-family dwelling units, and off
commercial and industrial buildings, were developed by Keyser Marston Associz
(KMA) of San Diego. The single family category includes both Residential Low i
Residential Low Medium density units. Residential Low or Estate homes will
11.2% of new single family units between now and buildout. KMA assigns the1
median market value of $9OO,OOO. Residential Low Medium will be the remair
88.8% of new single family units. Their median market value is $275,000. '
weighted median market value for both types of single family units is thus $345,:
Residen
Medium, Medium High, and High. Residential Medium or townhomes will be 5
of new multi-family units. Their median market value is $185,000. Residen
Medium High or condominiums will be 32.7% of new multi-family units, wit
median market value of $135,000. Residential High or rental apartments will
8.3% of new multi-family units, with a median market value of $75,000. '
weighted median market value for the three types of multi-family units is $159,;
The multi-family category includes the following densities:
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For nonresidential space, KMA has provided median market values of $125
per office square foot, $80 per industrial square foot, and $145 per retail square foot.
b. Sales Tax
This revenue will be projected to increase per square foot of retail develop-
ment in the City. The FY91 estimate, $11 million, is divided by KMA's current
estimate of commercial square feet, 3,285,800. The result, $3.35, will be applied
against new square feet of commercial development projected by KMA.
C. Transient Tax
This is a 10% tax on hotel and motel rooms in Carlsbad. While a specific
project such as the Four Seasons Hotel at Aviara can be projected in some detail,
long-term projections of numbers of rooms, years of construction, and daily rates are
not available. Absent such detailed projections, revenue from this source will be
projected to increase with both population and employment. That is, some visitors
to Carlsbad are assumed to have a business purpose, for which jobs are a proxy.
Other visitors are assumed to be considering relocating, for which population is a
P'OXY-
The FY91 estimate for Transient Tax is $3,700,000. This is divided by the sum
of 1990 population, 63,126, and employment, 32,826, or 95,952. The result, $38.56,
will be the increase in this revenue generated by each new resident and job in
Carlsbad.
d. Franchise Tax
The sources of this revenue include sales by San Diego Gas & Electric
Company and Daniels Cablevision. It will be projected to increase with residential
development, for which population is a proxy. Its FY91 estimate, $700,000, is divided
by population of 63,126. The result, $11.09, will be the increase in Franchise Tax for
each new resident of Carlsbad.
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e. Transfer Tax
The City collects $0.55 per $l,OOO on the sale of real property. For ti
analysis the Transfer Tax will be calculated against market values of new develc
ment. While the City also receives this revenue on turnover of real property,
discussed above under the Property Tax, resales are not included in this analysis
f. Trailer Coach In-Lieu
The source of this revenue is mobile homes taxed as vehicles. While t
future may see more manufactured housing in Carlsbad, mobile homes of this ty
are not expected to increase. Therefore this revenue is fxed for purposes of tl
analysis.
2. Licenses and Permits
a. Construction Permits
Building Permit revenues from new development will be calculated as folloi
Single family units are assumed to average 2,780 square feet. This is based on t
General Plan’s estimates of units remaining to buildout. Of total single family, 11.2
are Residential Low (1 unit per acre) and 88.8% are Residential Low Medium (-
units per acre). According to the City’s Building Official, large lot single fady un
are around 5,000 square feet, and regular lot single family units are around 2,5
square feet. The weighted average of the two types is 2,780 square feet. The FY
multiplier for single family building valuation is $72 per square foot. For the avera
2,780 square foot unit, valuation will be $200,160. The Building Permit will be $9
($639.50 for the first $lOO,OOO, plus $3.50 for each additional $l,OOO).
Multifamily units will be a combination of the Residential Medium, Resident
Medium High, and Residential High zoning categories, or an average of 8.9 units 1
acre. The Building Official suggests a prototype size of 1,250 square feet. When tl
is multiplied times the N91 valuation of $62 per square foot, the result is $77,5
per unit. The Building Permit will be $538 ($414.50 for the first $50,000, plus $4.
for each additional $l,OOO).
Building Permits for nonresidential development will be calculated in units
40,000 square feet. The FY91 valuation for Type V-N Office is $53, or $2,12O,C
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per office building. The Building Permit will be $5,780 ($3,:.
$l,O00,OOO, plus $2 for each additional $1,000).
1 for the first
The valuation for Type V-N Industrial Plant is $28, or $1,12O,Ciiiii per industrial
building. The Building Permit will be $3,780 ($3,539.50 for the first $1,000,000, plus
$2 for each additional $1,000).
The valuation for Type V-N Stores is $36, or $1,440,000 per commercial
building. The Building Permit will be $4,420 ($3,539.50 for the first $1,000,000, plus
$2 for each additional $1,000).
b" Business Licenses
This revenue will be projected to increase per square foot of nonresic.. ial
development. Its FY91 estimate, $875,000, is divided by estimated square feet in
Carlsbad in 1990, 13,795,299. The result, $0.06, will be the revenue from Business
Licenses for each new square foot of nonresidential development in the City.
C. License Tax - Construction
This revenue has been supplanted by the Public Facility Fee. For purposes
of this analysis, it is regarded as fmed.
d. Other Licenses & Permits
This category includes a number of sources. Pese revenues are projected to
increase with population. Their FY91 amount, $3m1- ~00, is divided by population of
63,126, for a per capita amount of $4.75.
3. State Subventions
a. Ciparette - Tax
Since smoking is declining, this revenue is not expected to increase, and is
fixed in this analysis.
b. Vehicle In Lieu
This revenue is based on the value of automobiles owned by residents of
Carlsbad. It is projected to increase with population, but not directly. That is, given
State budgetary constrair the level of this revenue is not expected to keep pace
with growth. Therefore f- ,I1 be projected to increase on a partial per capita basis.
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The FY91 estimate, $2,250,000, is divided by 1990 population of 63,126. The res1
$35.64, is multiplied times 75% for a partial per capita amount of $26.73.
C. Homeowners ProDertv Tax Reimbursement
This revenue is not expected to increase due to new development, and is fi~
in this analysis.
4. Charges for Services
a. Planning Fees
These fees will be discussed in the order that they are charged during
development process. Over 40 of the Development Processing Fees in the City’s I
of Fees dated August 27, 1990, and updated February 19, 1991, relate to Plann,
Many of these fees are minor in nature, such as variances, appeals, revisions, i
postage. Others are impossible to project for the over-20 year period to residen
buildout, or 40 year period to nonresidential buildout. These include Conditional I
Permits, Local Coastal Plan Amendments, Special Use Permit Flood Plain, and Z
Code Amendment.
The major types of Planning Fees associated with new development
discussed below.
(1) Facilities Management Fee
According to the Growth Management Program’s Comprehensive Monitoi
Report for 1986 through 1990, as of December 31,1990, Zones 10,17,23 and 25 1
not yet submitted Local Facilities Management Plans (LFMPs). According to
Director of Planning, this fee is estimated at $lO,OOO for the application deposit, 1
time and costs for plan review, up to an additional $20,000 for a 1,OOO acre za
Using the estimate of $20 per acre above the $lO,OOO deposit, and multiplying th
acres per zone provided by Keyser Marston Associates (KMA), the Facili
Management Fee can be calculated as shown below. The year of application 3
assigned based on perceived development pressure, and in accordance with
Planning Director’s estimate of the need to add staff, discussed in Section 111 abc
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Zone Gross Acres Total Fee Year
10 765.9 $25,318 1995
17 592.7 21,854 1997
23 282.9 15,658 1999
25 288.1 15,762 1993
These revenues are identified as Zone Plan Fees on page 25 of the FY91 budget.
(2) Environmental Impact Report
Normally before development can proceed in a totally undeveloped zone, at
least one Environmental Impact Report (EIR) is prepared. The cost per EIR is
estimated at $5,250. In addition to the 4 zones above, development in 5 other zones
is assumed to eventually require an EIR. These are the 3 zones whose plans were
accepted for technical review as of 12-31-90, zones 13, 16 and 21. To these are
added zones 14 and 18, whose plans were submitted in 1990, but where KMA shows
little development having occurred. It is necessary to allocate EIR fees to years in
the fiscal model. Therefore zones are assumed to pay this fee as follows:
Zone Year Zone Year
14 1992 25 1994
18 1992 10 1996
21 1993 17 1998
13 1993 23 2000
16 1993
(3) Master Plan or Specific Plan
The next major planning fee is for a Master Plan or Specific Plan. For this
analysis, it is assumed that a Master Plan or Specific Plan will be required in all the
9 zones above. The fee structure would be $9,980 plus $15 per acre.
Zone Acres Fee Year
14 821.2 $22,298 1993
21 261.8 13,907 1994
16 414.1 16,192 1993
10 765.9 21,469 1997
17 592.7 18,871 1998
23 282.9 14,224 1997
18 906.0 23,570 1992
13 678.5 20,158 1992
25 288.1 14,302 1995
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(4) General Plan Amendment
Once each zone's Master Plan or Specific Plan is submitted and approved,
approved land uses are incorporated into the General Plan by Amendment. The
for this is $2,100. It will be shown in the year following the Master Plan for eack
the 9 zones above.
The next major step in the development process generates revenues fr
these sources: Tentative Tract Maps (Major Subdivisions); Planned Developmei
and Site Development Plans. These revenues will be estimated as follows.
(5) Tentative Tract Mam
Tentative Tract Maps are submitted for major subdivisions. For this anal.
the zones with residential development will be assigned this revenue based on
City's Growth Management Program. Exhibit 5 in the January 1991 Comprehens
Monitoring Report shows "Citywide Phasing Projections." Projected annual r
housing units by zone from this exhibit will be used to calculate revenues fr
Tentative Tract Maps, based on the February 1991 fee schedule. The resul
estimated annual revenues as follows:
Year Estimated Year Estimated
Revenues Revenues
1992 $27,320 2003 $37,830
1993 47,810 2004 36,780
1994 47,810 2005 36,780
1995 44,670 2006 36,780
1996 42,040 2007 36,780
1997 42,040 2008 36,780
1998 42,040 2009 32,580
1999 42,040 2010 32,580
2000 42,040 201 1 3 1,OOO
2001 42,040 2012 21,540
2002 42,040 2013 7,880
It should be noted that most of the remaining residential land in Carasbad will i
require a Hillside Permit ($370) or a Coastal Permit ($360). Assuming such pen
were collected with each Tentative Tract Map, the revenue to the City would
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around $34,000. Due to this relatively low level, these revenues are not included in
the model.
(6) Planned Development Fee
Some of the subdivisions with maps above will also generate this fee. The fee
will be assumed to be for groups of 300 to 500 units, at $10,500 per group. Again,
based on the Growth Management Monitoring Report, new units per zone per year
are used to calculate this fee. This will result in the following revenues:
Year Estimated Year Estimated
Revenues Revenues
1992 $73,500 2003 $21,000
1995 21,000 2006 21,000
1996 52,500 2007 21,000
1997 21,000 2008 52,500
1998 31,500 2009 10,500
1999 31,500 2010 10,500
2001 10,500
2002 42,000
199s 63,000 2004 10,500
1994 21,000 2005 31,500
2000 31,500 2011 10;500
(7) Site Development Plan
A major Site Development Plan will be assumed for each 682,000 quare feet.
This is KhU 5 estimate of average annual demand for nonresidentiL- space in
Carlsbad between 1990 and 2010. This will generate a fee of $5,250 per year. It
should be noted that industrially zoned land will generate $530 per permit. Because
the basis for projecting this revenue is conservative, the exclusion of Planned
Industrial Permits should not result in a major overstatement of this source.
b. Building Department Fees
In addition to Building Permits, identified as Construction Permits on page 25
of the FY91 budget and discussed above, the City collects fees for Plumbing,
Electrical and Mechanical Permits. The City’s Building Official estimates these
permits by type of construction as follows:
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Type of Construction Plumbing, Electrical & Mechanical
Single Family Unit $109
Multi Family Unit 59
(10,000 sq. ft.) 221
Nonresidential Building
C. Engineering Fees
The Engineering Department will receive Improvement Inspection and F
Check Fees and Grading Permit and Plan Check Fees on new constructi
However, there will also be offsetting costs to the General Fund for Engineering si
time, consulting services, and other expenses. Therefore neither these revenues
their associates costs are included in the model.
d. Weed Cleaning
The source of this revenue is undeveloped land in the City. Fees from
source are not expected to increase. Therefore this revenue is fxed in this anal)
e. Ambulance Fees
This revenue is projected to increase with population. Its FY91 estim;
$230,000, is divided by 1990 population of 63,126. The result, $3.64, will be
increase in Ambulance Fees for each new resident of the City.
f. Recreation Fees
These fees were deducted from the operating costs for the recreat
programs for which they are collected. This is discussed in Section IV above, un
Parks and Recreation.
g. Other Charges - or Fees
This revenue is projected to increase with population. Its FY91 estim
$475,000, is divided by population of 63,126, for a per capita amount of $7.52.
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5. Fines and Forfeitures
These revenues are projected to increase with population. Their FY91
estimate, $550,000, is divided by population of 63,126, for a per capita amount of
$8.71.
6. Interest
The source of this revenue is interest on fund balances. It is not expected to
increase significantly in the future, and is fiied in this analysis.
7. Interdepartmental Charges -
This category accounts for exchanges between the General Fund and the City’s
Internal SeIvice Funds. It is not a source of revenue per se.
8. Other Revenue Sources
This category includes reimbursements the City receives from a number of
sources. This revenue is not expected to increase due to new development, and is
fixed in this analysis.
B. Special Revenue Funds
1. CDBG and Housing - Grants
As discussed above under Section I, these grants fund housing and redevelop-
ment activities which are not expected to increase as a function of new development.
Neither, these revenues nor associated expenses are included in this analysis.
2. Police Asset Forfeiture
The source of this revenue is the sale of stolen property and other contraband.
The proceeds are used to purchase police equipment. Neither these revenues nor
associated expenses are included in this analysis.
3. Audiovisual Insurance
The City collects this revenue on videotapes rented from the Library. The
Neither these revenues nor proceeds are used to purchase more videotapes.
associated expenses are included in this analysis.
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4. Street Lighting
This fund accounts for assessments on benefiting parcels. Assessments are
to cover costs. Neither these revenues nor associated costs are included in
model.
5. Street Tree and 6. Median Maintenance
As discussed above in Section IV.B., Parks and Recreation, neither reveni
nor costs for Street Tree or Median Maintenance will be included in this analys
7. Buena Vista Channel
This activity is discussed above under Section V.A., Utilities and Maintenar
It is not expected to be significantly impacted by new development. Theref
neither these revenues nor associated costs are included here.
8. State Grants
These grants support Library services, as discussed in Section IV above. Gii
State budgetary constraints, neither these revenues nor their associated costs
included here.
9. Senior Proaams
These revenues are discussed above in Section IV.B., Parks and Recreati
Senior Grants and the activities they support are fixed for purposes of this analj
The City also receives donations for Senior Programs, but this source of revenu
too variable to include in the model.
C. Debt Service Funds
Tischler & Associates, Inc. (TA's) software will calculate debt service on fut
capital facilities. These funds account for debt service on existing facilities, and
fixed in this analysis.
D.
As explained above, the fiscal model is being set up with the General Fi
and Capital Funds. Because revenues to the enterprise funds are based on r~
which are set to cover costs, they are not included in the model at this time.
Enterprise Funds and E. Water District Funds
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F. Internal Services Funds
This series of funds is internal to City operations. They represent costs from
activities conducted by one department, which are allocated or "expensed out" to the
other departments using their services. These funds do not represent net revenues
to the City, and will not be shown to increase here.
G. Other Funds
These funds -- Redevelopment, Low and Moderate Income Housing, and Tax
Increment Bond Debt Service -- relate to housing and redevelopment activities
discussed in Section I above. Neither these revenues nor their associated expenses
are projected to increase significantly due to new development. Therefore they are
fixed in this analysis.
H. Capital Funds
1. General Capital Construction
This fund represents general revenues which are used for minor capital
projects on a pay-as-you-go basis. It will not be projected as a separate revenue in
this analysis. Rather, TA's software will calculate General Fund revenues from new
development and compare those funds to the annual and cumulative total of capital
and operating costs required to serve growth.
2. Public Facilitv Fee
The PFF is used to fund capital projects needed to serve new development.
Since establishment of the Community Facilities District, it is set at 1.82% of building
valuation. As descnied above under Construction Permits, the following building
valuations will be used in this analysis:
Type of Construction Building Valuation BFF @ 1.82%
Multi Family Unit 77,500 1,411
Nonresidential Buildings
(40,000 square feet)
Single Family Unit $ 200,160 $3,643
Office 2,120,000 38,584
Industrial 1,120,000 20,384
Commercial 1,440,Ooo 26,208
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3. Park In-Lieu Fees
If developers of residential subdivisions choose not to dedicate park land
the City, they pay this fee (PIL). PIL fees are calculated based on the Citywi
Phasing Projections in the 1991 Growth Management Comprehensive Monitorj
Report, excluding the following zones which will not pay PIL fees: 4, 5, 9, 10, 12,
and 19. In zone 11, one-third of the remaining units (around 900) will pay this fi
The February 1991 fee schedule will be used. (The FY92 budget will ref3
the new fee schedule which was adopted in April 1991.) For the Southeast quadr;
the fee per single family unit is $983. For the other three quadrants the fee I
single family unit is $786.
PIL fees for multi-family units are divided into two categories: 4 units or le
and 5 units or more. For this analysis the category of 5 units or more will
assumed for new multi-family dwellings. For the Southeast quadrant this fee is $(
per unit. For the other three quadrants the fee is $524 per unit.
Of total new units in Carlsbad between the present and residential buildc
47.4% are projected to be single family and 52.6% multi-family. These percentaj
will be applied to the PIL fees to result in weighted averages of $810 per unit for 1
Southeast quadrant and $648 per unit for the other three quadrants. These weigh
averages will be multiplied times eligiile units from the Citywide Phasing Projectic
to calculate annual PIL revenues in the model.
4. Zone 5 Park Fee
As discussed in Section N.B., Parks and Recreation, nonresiden
development in zone 5 is assessed a park fee of $0.40 per square foot. This will
used to develop recreational facilities in the zone.
associated costs are included in the model.
Neither this revenue
5. Traffic ImDact Fee
The City is divided into two districts for the TIF. The northern two-third
in the Carlsbad district. For this analysis that will be assumed to coincide with gro
management zones 1 through 5, 7, 8, 10, 13 through 18, 20 through 22, 24 and
In actuality portions of zones 4, 10, 18 and 21 are in both districts. Rather t
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splitting zones, the shared areas are assigned to the district with the lower fees,
Carlsbad. The La Costa district is assigned the remaining zones: 6, 9, 11, 12, 19 and
23.
Because KMA's projections will not distinguish between condominiums and
apartments, the TIF for apartments will be applied to multi family units. The
following residential rates will be used. Since establishment of the Community
Facilities District, rates are reduced to 62% of their previous levels.
District Type of Unit TIF
Carlsbad Single Family $372
Carlsbad Multi Family 223
Ea Costa Single Family 415
La Costa Multi Family 249
As explained on page 155 of the FY91 budget, for nonresidential development the
TIF is calculated at $289 per 1,000 square feet. This is based on $17 per trip and
average daily trips of 17 per 1,000 square feet. When this is reduced due to the
CFD, the result is $179 per 1,OOO square feet (62% of $289).
6. Bridge and Thoroughfare Fee
This fee has been replaced by the Community Facilities District. The CFD
is not included in the model.
7. Sewer Construction
This revenue is to the Sanitation enterprise fund, whi ' not included in the
model.
8. Transwe, and 9. -
These funds are sz. tax revenues which are distribuitd in the San Diego
region by means of a fairly complex formula. Carlsbad's share of these revenues is
difficult to forecast. Due to that fact, neither these revenues nor the few projects
they are assigned to in the CIP are included here.
10. San Diego Gas & Electric
This accounts for SDG&Es reimbursement of the City for underqounding
Therefore utilities and street lights. It is not expected to be a recurring expens
60
Tischler & Associa
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neither these revenues nor their associated projects (such as Underground Uti1
Districts 13 and 14) are included here.
11. Bridge Reulacement
This was a federal grant for a specific project and is not expected to be
recurring expense.
12. Libram Bonds
This accounts for the proceeds of the sale of bonds for the South Carlsb
Library. The library will be funded by the Community Facilities District, with its dc
service not included here.
13. Golf Bonds
This accounts for the proceeds of the sale of bonds for development of a gi
course at Calavera Lake. The golf course is considered a commitment to existi
residents, and its costs will not be included here.
14. Public Art
This fund accounts for 1% of the value of all capital projects from unrestrict
funds (i.e., General Capital Construction) which the City dedicates to the purchz
of public art. Neither these revenues nor their associated projects will be detail
in this analysis.
15. Federal, 16. State, and 17. Countv Grants
These grants are tied to specific capital facilities, and are not projected
increase here.
18. Planned Local Drainage
The City% List of Fees shows 13 areas from the master Drainage Plan, 10
which have set fees per gross acre. As discussed above under Section V.A., Utilitj
and Maintenance, future drainage facilities are assumed to be built by develope
In fact, the CIP shows only $162,000 for one drainage project in the period cover
by this analysis (FY92 through buildout), which is offset by fees from drainage ar
3. Neither these revenues nor associated projects are included here.
61
Tlschler & Ass
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19. Water Proiects
This was formerly a revenue to the Water Enterprise Fund, but has been
replaced by the Major Facility Charge. It is not included in the model.
20. Assessment Districts
This fund accounts for assessments collected in reimbursement of construction
of specific projects.
21. Port District
This fund accounts for dredging of the Batequitos Lagoon. It is not expected
to be a recurring expense.
22. Letter of Credit, Zone 19
This fund accounts for developer contributions toward a park in Aviara. The
City will repay the developer from Public Facilities Fees.
23. Developer Funds
This represents payment for widening of Palornar Airport Road, in FY91.
Neither these revenues nor associated costs are included here, as the first year of
analysis is FY92.
24. Gas Tax
This revenue is distniuted by the State based on a formula which includes
population. It will be projected to increase on a per capita basis. The FY91
estimate, $935,000, is divided by 1990 Census population of 53,126. The result,
$14.81, will be applied against new residents projected by Kh/i.-s. This revenue will
be earmarked for Street Maintenance in this analysis.
25. CDBG
These federal funds are used for redevelopment activities whose costs are not
expected to increase significantly due to new development. Neither these revenues
nor associated costs are included here.
62
Tlschler & Associ:
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VI. REVENUES
A. General Fund
1. Taxes
Activity Allocation Amount
a. Property Tax Per market value $0.0019
b. Sales Tax Per retail sq. ft. $ 3.35
d. Franchise Tax Per capita $ 11.09
c. Transient Tax Per capita & per job $ 38.56
e. Transfer Tax Per $1,000
f. Trailer Coach In-Lieu Fixed
a. Construction Permits Per building See
valuation text
b. Business Licenses Per nonresidential
c. License Tax-
d. Other Licenses &
market value $ 0.55
2. Licenses and Permits
square foot $ 0.06
Construction Fixed
Permits Per capita $ 4.75 3. State Subventions
a. Cigarette Tax Fixed
b. Vehicle In Lieu Partial per capita $ 26.73
c. Homeowners Property
Tax Reimbursement Fixed
4. Charges for Services
a. Planning Fees
(1) Facilities
(2) Environmental
(3) Master Plan or
(4) General Plan
(5) Tentative Tract
(6) Planned Develop-
(7) Site Development
Management Fee Per zone See text
Impact Report Per zone $ 5,250
Specific Plan Per zone See text
Amendment Per zone $ 2,100
Maps Per year See text
ment Fee Per year See text
Plan Per year See text
Fees construction See text
b. Building Department Per type of
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Tischler & As!
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VI. REVENUES (Continued)
A. General Fund (Continued)
Activity Allocation Amount
4. Charges for Services (Cont.)
c. Engineering Fees See text
d. Weed Cleaning Fixed
e. Ambulance Fees Per capita $ 3.64
f. Recreation Fees See text
g. Other Charges Per capita $ 7.52
5. Fines and Forfeitures Per capita $ 8.71
6. Interest Fixed
7. Interdepartmental See text
8. Other Revenue Sources Fixed
1. CDBG and Housing Fixed
2. Police Asset Forfeiture Fixed
3. Audiovisual Insurance Fixed
4. Street Lighting See text
5. Street Tree Maintenance Fixed
6. Median Maintenance Fixed
7. Buena Vista Channel Fixed
8. State Grants Fixed
9. Senior Programs See text
C. Debt Service Funds See text
E. Water District Funds
F. Internal Services Funds See text
G. Other Funds Fixed
H. Capital Funds
B. Special Revenue Funds
D. Enterprise Funds See text I
1. General Capital
Construction See text
2. Public Facility Fee Per building valuation 1.82%
3. Park In-Lieu Fees Per year See text
4. Zone 5 Park Fee See text
5. Traffic Impact Fee Per type of
6. Bridge & Thor. Fee See text
7. Sewer Construction See text
8. TransNet and 9. TransNet
Highway See text
10. San Diego Gas & Electric Fixed
11. Bridge Replacement Fixed
construction See text
64
Tischler & Associat
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VI. REVENUES (Continued)
H. Capital Funds (Continued) Activity Allocation- Amount
12. Library Bonds See text
13. Golf Bonds See text
14. Public Art See text
15. Federal, 16. State and
17. County Grants Fixed
18. Planned Local Drainage See text
19. Water Projects See text
20. Assessment Districts See text
21. Port District Fixed
22. Letter of Credit,
Zone 19 Fixed
23. Developer Funds Fixed
24. Gas Tax Per capita $ 14.81 25. CDBG Fixed
65
Tischier & As:
1
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@3d
FINAL REPORT
CARLSBAD GENERAL PLAN FISCAL IMPACT ANALYSIS
LAND USE ECONOMIC ANALYSIS
May 1991
Submitted to:
City of Carisbad Finance Department
Submitted by:
Keyser Marston Associates, Inc.
7690 El Camino Real, Suite 202
Carlsbad, California 92009
(619) 942-0380
Golden Gateway Commons
55 Pacific Avenue Mall
San Francisco, California 9411 1
.. (4 15) 398-3050
500 South Grand Avenue
Suite 1480 Los Angelcs, Cdifornia 90071
(213) 622-8095
*.
Under Subcontract to:
'Tiscliler 6L Associates, Inc.
KeyserMarstonAssoc
I I v *
CARLSBAD GENERAL PLAN FISCAL IMPACT ANALYSIS
LAND USE ECONOMIC ANALYSIS
TABLE OF CONTENTS
SECTION - PA
Introduction and Background
Principal Findings and Conclusions
Survey of Growth Management Policies
Residential Land Use Projection
Projected Residential Absorption by Quadrant
Office Land Use Projection
Industrial Land Use Projection
Commercial Land Use- Projection
Limiting Conditions and Assumptions
Technical Appendices
I.
11. Residential Land Use Projection
Summary of Land Use Projections
111. Office Land Use Projection
IV. Industrial Land Use Projection
V. Commercial Land Use Projection
VI. Growth Management Policies
cbdrepor.3
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INTRODUCTION AND BACKGROUND
Keyser Marston Associates, Inc. (KMA) was requested to prepare a land use econo
analysis for the fiscal impact analysis of the Carlsbad General Plan. The land use econo
analysis was intended to mist City staff and Tischler & Associates (the City's fiscal im]
consultant) in identification of alternatives to the existing General Plan. The specific M
tasks can be summarized as follows:
(1) Review demographic and economic trends for Carlsbad and other N
County cities;
Assess market factors and development trends for both residential and
residential land uses in Carlsbad;
Formulate absorption projections by type of land use; and
Compare anticipated land area requirements with existing land
allocations.
(2)
(3)
(4)
KMA's analysis considered the following major land use types: single-family and n
family residential; office; industrial; and commercial retail. Hotel uses were specif
omitted from this analysis for several key reasons. First, the current hotel mark
significantly overbuilt, and this trend can be expected to continue well into the 1990s
surplus inventory is absorbed. Secondly, while there are possibly a few sites for major r
development remaining in Carlsbad, most new hotels are likely to require relatively li
amounts of land. Lastly, demand for new hotel rooms in coastal North County is larj
function of statewide or national economic conditions, making a linear projection o
hotel. room absorption difficult.
In completing this assignment, KMA reviewed the extensive available documentation r(
to planning and growth issues in Carlsbad. These have included: the General Plan (
Citywide Facilities and Improvements Plan (1986), Local Facility Management Plans
of the 25 zones (1987-1990), Citywide Residential and Non-Residential Phasing Proje
(1991 update), Growth Management Status Reports (year-end 1989 and 1990), and the
1991 Operating and Capital Budget. In addition, KMA contacted numerous other sc
for statistical information, including local real estate brokers; Urban Decision System
Diego Association of Governments (SANDAG); and other state and local agencies. I:
Turrier, Don Rideout, and Brian Hunter of the Carlsbad Community Develo
Department were aIso extremely helpful in providing information necessary for this ar
This report is not intended as a detailed regional market analysis for commerci:
residential uses in North County. Instead, KMA has gathered relevant market infor1
for Carlsbad and competing North County cities with the specific objective of formi
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absorption projections by type of land use. It is important to note that our land use dem
projections are based on the assumption that future demographic and economic trends
resemble the recent past. However, it is difficult to project with any accuracy future ma
conditions beyond a five- to ten-year time period. KMA recommends, therefore, that
findings of this study be considered primarily as order-of-magnitude estimates of pass
future deveIopment trends. The Iimiting conditions and assumptions listed at the end of
report also apply.
The overall methodology employed in the land use economic analysis may be summa1
as follows:
SteD I: Based on extensive review of recent demographic and econc
conditions and historic development trends and market activity, K
projected future demand for residential and non-residential land '
Specifically, KMA has forecasted demand for single-family reside]
multi-family residential, office, industrial, and commercial land 1'
Based on a review of City documents and discussions with plai
and growth management staff, KMA compiled informatioi
remaining developable inventory by land use type for each
Ideally, it would have been preferable to use figures for remainin
developable acreage by type of land use. However, acreage data
not readily available for all zones in the City. KMA therefore use
City's buiIdout projections in terms of remaining developable bu
square footage (GSF) or residential units (DU's). (In compilin
information, KMA reviewed the updated 1991 Citywide Resid
and Non-Residential Phasing Projections and Local Fac
Management Plans with Don Rideout of Growth Management.)
summarized inventory figures for remaining developable resid
units and non-residential square footage to the quadrant level.
assumed average densities, KMA then converted the develo
inventory information to remaining net developable acres by lar
type.
As a final step, KMA compared the supply of land for each use (
on the present land area allocations in the General Plan) with E
land use demand projections.
SteD 2:
Ster, 3:
This memorandum is intended as a technical report for inclusion in the fiscal impact a
being completed by Tischler & Associates. The text of the report is followed by a Tec
Appendix consisting of six sections. Section I contains summary tables regarding la
supply, projected absorption, residential and non-residential buildout, and impa
jobs/housing balance. Sections I1 through V present the supporting documentation 1
four land use demand projections. Section VI presents the findings of KMA's SUI
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growth management policies in North County.
PRINCIPAL FINDINGS AND CONCLUSIONS
Land Use Demand Forecasts
KMA's land use projections for residential and non-residential uses are summarized in T
1-1. As shown in the table, KMA's projections indicate demand through 2010
approximately 542 single-family units and 569 multi-family units annually. KMA
projected total annual private non-residential demand of about 680,000 GSF through 2
Our specific projections of annual demand by type of land use are for 150,000 GSF o
space, 389,000 GSF industrial space, and 143,000 GSF commercial space. About five a
annually are also expected to be required for new automobile dealers and service stat:
KMA also converted these inventory demand figures to acreage requirements using ave
density assumptions. For single-family housing, KMA has assumed an average densi 2.84 units/acre based on the weighted average density of the RL and RLM lanc
designations in the General Plan. This density assumption results in an average ar
demand for 191 acres. For multi-family units, KMA has assumed an average density of
units/acre based on the weighted average of the RM, RMH, and RH land use designai
Multi-family housing would therefore require about 68 acres annually.
SimiIarly, KMA has used an assumed typical Floor Area Ratio (FAR) to convert
residential space demand to land area requirements. Based on discussions with City GI
Management staff, KMA has used a constant FAR of 0.35 for non-residential land u!
the context of this study. This density assumption translates to average annual dema
follows: about 10 acres for office use, 26 acres for industrial use, and a total 14 acrc
commercial uses. Private, non-residential uses would therefore require a total of ab0
acres per year.
In total, KMA's projections indicate a need for 310 acres annually for all private uses,
residential and non-resi d en t ial.
DeveloDabIe Inventory/Land Area bv Tvpe
For purposes of this study, KMA examined inventory and land use allocation data
level of the City's four quadrants and 25 facility management planning zones. Th
subareas have been defined by City staff for planning and growth management pur
Note that Zone 5, which contains Palomar Airport and the office and industrial park!
vicinity, overlays three quadrants at their mutual boundary at Palomar Airport Roa
El Camino Real. Since it was not readily possible to segregate Zone 5 informatio
three quadrants, KMA summarized remaining developable inventory of residential uni
non-residential square footage for the City as a whole, the four quadrants exclusive of
3
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5, and Zone 5 alone. This information, presented in Table 1-2, is taken from the L
Facilities Management Plans, the updated 1991 phasing projections, and discussions 1
City staff. As shown, 24,098 residential units and about 34.3 million non-residential sqi
feet remain to be developed in Carlsbad.
KMA has examined the City's assumed average density characteristics at buildou
comparing buiIdout inventory with total designated acreage for each land use categor
For residential uses, KMA divided total units at buildout (51,888 units) by City
residential land area (11,948 net acres), for an average density of 4.34 units/acre.
density figure applies to all residential units at buildout, that is, including,both exi
(1991) and remaining developable units. For non-residential uses, KMA divided
building area at buildout (48,079,697 GSF) by Citywide land area designated for pr
non-residential land uses (4,361 net acres), for an average FAR of 0.25. Based on 1
density levels, remaining developable inventory (units/GSF) was converted to land
(acres). As shown in the table, this approach indicates that an estimated 5,549 net acr residential land and 3,110 net acres of non-residential land remain for development.
ComDarison of Land Use SuDplv and Demand
As stated above, one of the objectives of this report was to determine whether the land
allocations in the existing General Plan are appropriate or adequate relative to antici]
market support for each use. However, complete data on remaining developable aci
by specific land use type (e.g., RL, RLM, RM, etc.) were not available. The study ther
cannot address, for example, whether adequate multi-family land will be available to
projected demand. KMA instead formulated estimates at the aggregate level of residc
and non-residential land area remaining for development. These figures were cornpa1
the aggregated land area requirements in these two categories. (See discussion below).
absorption forecasts presented in this study assume that an adequate supply of land u
available to meet projected market support for each subcategory. In the long term
reasonable to assume that market demand factors will influence future land use PO
including General Plan amendments, Master Plans, and rezonings.
KMA's projected land area requirements by type of use can be summarized as follo
Residential: KMA estimated annual demand for 542 single-family unii
569 multi-family units, resulting in a combined requirement of about
units or 260 acres per year. Table 1-3 presents calculations of the bu
period for remaining residential and non-residential uses in Carlsbac
shown in the table, about 24,098 housing units remain to be develop
Carlsbad. Based on KMA's projected absorption rate of 1,110 units pel
residential buildout would occur in 2012.
Non-Residential: KMA estimated annual demand for about 680,000 C
private, non-residential space, or about 50 acres. As shown in Tab
o
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about 34.3 million GSF of non-residential building area remain tc
developed, KMA has assumed that about 20% of remaining non-reside
uses will constitute public or institutional uses. This assumption
results in an estimated 27.4 million GSF of remaining Drivate, non-reside
space. Based on KMA's non-residential absorption projection of 680,000
per year, nonresidential buildout could be expected to mur in 2030.
In other words, these calculations demonstrate that residential demand is sufficiently SI
that the City's available supply of residential land should be exhausted by 2012. Der
for non-residential uses -- office, industrial, and commercial taken together -- will nl
exhausted until 2030. At residential buildout in 2012, there will be about 15.9 million
of non-residential development remaining, equal to about an 18-year supply of
residential space.
Table 1-4 demonstrates the likely impacts of the existing General Plan land use allocl
on the City's future jobs-housing balance. Currently, the City contains 27,790 residc
units and 13.8 million non-residential GSF, or a ratio of 496 non-residential GSI
housing unit. In 2012, upon residential buildout, the City will have reached 51,888 ho
units and 32.2 million non-residential GSF, or a ratio of 621 GSF/unit. At this 1
housing growth will essentially cease, with no further significant increase in popul,
However, non-residential land use absorption would continue until buildout in 2030. A
time, the City would contain an estimated 48.7 million non-residential GSF. This \
result in approximately 927 nonresidential GSF per dwelling unit.
In the lower half of Table 1-4, KMA has translated the projected land use mix at
timepoints into estimates of the number of jobs per housing unit. Currently, there are
1.18 jobs per housing unit in the City of Carlsbad. Based on KMA's absorption projec
there would be about 1.31 jobs per housing unit at residential buildout in
Subsequently, non-residential development and employment growth would continue tk
ultimate buildout in 2030. At that time, KMA estimates that the City would contai
jobs per housing unit. These ratios are presented to ilhstrate the significant change mix of residential and non-residential uses that will result from buildout of the e
General Plan. It is important to note, however, that projections of market demand fo
residential uses 40 years into the future are speculative at best. Moreover, KMA'
residential demand analyses are based on assumptions about household and popr
growth. Since Carlsbad would experience essentially no population growth after resic
buildout, continued absorption of nonresidential land would require a substantial in
1 in the importation of labor force and retail consumers from other communities.
It is important to recognize that Carlsbad already imports both work force and
shoppers. The City has historically been extremely successful relative to its neight
attracting a range of revenue-generating uses, boasting major resort hotels, North Cr
premier concentration of industrial/office parks, and the only regional shopping cel
coastal North County. For residential and non-residential buildout to occur simultanc
5
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the City would have to significantly enhance its capture of office, industrial, and comme
space. In our opinion, this is highly improbable; therefore, the City is likely to reta
substantial reserve of non-residential land at the time of
residential buildout.
Identification of Alternatives
The principal purposes of the land use economic analysis were twofold: (1) to forecast
use absorption by type of use, and (2) to identify alternative land use allocations (other
the existing General Plan) to be tested in the fiscal impact analysis.
KMA initially recommended that the City consider an alternative land area allocation v
results in simultaneous residential and non-residential buildout. Based on KMA's projc
absorption rates, this would require a transfer of about 1,118 acres from non-residentil
to residential use. Buildout would occur in 2017 with total inventories at buildout of
million non-residential GSF and 56,727 residential units.
This alternative was reviewed by City staff and discarded as impractical. The City's gr
management plan imposes ceilings on residential buildout and total population. In add
the majority of remaining non-residential acreage in Carlsbad is located in Zones 5 ai
near Palomar Airport. Due to air traffic and existing land use patterns, this a1
considered unsuitable for residential development.
City staff and Tischler & Associates have agreed to address two alternatives in the
impact analysis. Both will utilize the land area allocations in the existing General Plai
the rates and types of non-residential development will vary as described below.
0 Optimistic Scenario. Under this alternative, City officials are assumed tc
an aggressive stance similar to past actions in attracting new non-resid
development to Carlsbad. The City would capture both the regional ma
a new auto mall, and non-residential absorption would achieve the ful
projected in this report.
Achievable Scenario. In the "Achievable Scenario," City officials are ass
to take a passive posture toward non-residential development. Specif
it is assumed that the City would experience a lower capture rate of
non-residential uses such as a new regional mall, automobile dealership
other retail developments.
0
KMA's estimates of absorption and build-out for the Achievable Scenario are summ;
in Table 1-5. These estimates are based on a quadrant-level analysis of the impacts of
capture rates for commercial uses. Under this scenario, it is assumed that average a
non-residential absorption would be 620,000 GSF or 44 acres, as compared to 680,00(
or 50 acres in the Optimistic Scenario. Total remaining non-residential inventory und
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Achievable Scenario would be 29.9 million GSF, as compared to 34.3 million GSF ii
Optimistic Scenario.
SURVEY OF GROWTH MANAGEMENT POLICIES
KMA assessed the upside development potential in Carlsbad as a result of gr
management restrictions in neighboring cities. The hypothesis discussed among City
and the consultant team was that development restrictions in adjacent communities 1
increase demand for homes or commercial space in Carlsbad. This memorandum pre KMA’s analysis and findings regarding possible impacts of North County gi
management policies.
To test the validity of this hypothesis, KMA conducted a survey of five North County
(Encinitas, Escondido, Oceanside, San Marcos, and Vista). The purpose of the surve
to identify the principal growth management controls and potential curbs on develop
in each community. As a starting point, KMA utilized an earlier survey conduct(
SANDAG for its Regional Housing Needs Statement. This information was supplem
through telephone interviews with planning staff and review of public policy docur
The principal growth management provisions for each city are summarized in Table
Four of the five North County cities surveyed have growth management policies in
San Marcos is the only city surveyed which lacks growth management restrictions. G
management policies in Encinitas, Escondido, Oceanside, and Vista are focused prii
on residential, rather than commercial development. Restrictions on resid
development include:
(1) Density reductions or downzoning. (Alternatively, rezonings to ’
densities are restricted.)
Caps on annual residential building permits.
Facility/service threshold requirements prior to new developments.
(2)
(3)
Carlsbad’s growth management program includes both (1) and (3), but not (2).
There are no meaningful growth restrictions on non-residential uses in the cities sur
with the exception of (3) above. Non-residential development in newly developing are
also subject to facilities/infrastructure requirements. This is true of Carlsbad’s i management program as well.
Based on the foregoing analysis, KMA concludes that the impact of existing 1
management provisions in North County on Carlsbad’s capture of new developn
minimal. Where restrictions on residential development have been imposed, they gel
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take similar forms. With the exception of San Marcos, the other cities have genc
downzoned residentially designated lands and implemented facility and infrastru standards. Carlsbad’s policy also includes these provisions. In addition, Enci
Escondido, Oceanside, and Vista maintain annual residential building caps. While Car
does not have annual ceilings on new residential development, it can be argued thr
costs of facilities and infrastructure required for new development necessarily ir
numerical limits on new residential units. It is our view, therefore, that Carl:
proportionate capture of new residential growth will not be significantly affected by ex
growth management policies in North County.
In our experience, housing market values are the single factor with the greatest infl
on Carlsbad’s capture of regional housing demand (Le., its share of North County resid
growth). High land costs, and associated high unit prices or rents, distinguish the Cai
housing market from neighboring cities more than the development constraints impos
growth regulations.
In terms of non-residential land uses, KMA similarly concludes that North County g
management policies are not likely to significantly influence the regional distribution c
growth. The only meaningful controls on commercial development in North County a
facilities/infrastructure requirements. Relatively similar provisions are in effect in Car
Encinitas, Escondido, and Vista, indicating that Carlsbad contains no competitive advai
over these cities.
RESIDENTIAL LAND USE PROJECTION
Section I1 of the Technical Appendix presents KMA’s demand projection for resic
land. The methodology examines historic demographic trends and housing unit prod
in the six North County cities and San Diego County as a whole. In particular, KM
examined Carlsbad’s capture rate of the regional increase in population over the p
years. Based on this information, KMA has formulated a housing unit demand proj
for Carlsbad through 2010; Note that the projections of residential
productionlabsorption focus primarily on private housing market activity. The analysi
not attempt to project future construction of publicly subsidized housing units; the a]
of development of such projects would presumably depend to a great extent on a var
policy decisions at the local, state, and federal level. Analysis of these factors is cons1
to be beyond the scope of this study.
KMA also examined the distribution of historic housing unit production by type (!
family vs. multi-family) and tenure (renter- vs. owner-occupied). Based on historic t
the split of projected unit demand was estimated for multi-family rental, multi-family fc
(condominium/townhouse), and single-family units. In sum, the analysis indicates a7
annual demand through 2010 for 542 single-family homes and 569 multi-family unit
8
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Table 11-1 presents average annual population growth in Carlsbad relative to San C
County and the State of California. Carlsbad population increased by an average 2
persons per year over the period 1970 to 1990. From 1980 to 1990, the average an
increase was 2,764 persons. Based on this historical growth, KMA anticipates Carlsb;
continue growing at an average annual rate of about 2,600 people per year through 1
Note that KMA's population forecasts exceed SANDAG's Series 7 forecasts publ:
elsewhere. SANDAG's projections use 1986 as the base year for projecting popul: employment, and land absorption through 2010. Because of the high growth rates !
have occurred in San Diego County and to a greater extent in many North County
since 1986, SANDAG's projections have been substantially understated. For exam]
number of the comparison North County cities have achieved 1990 populations in excc
SANDAG's 1995 projections. As a result, KMA has made separate assumptions rega
population and employment growth and land absorption as it is our judgement
SANDAG's figures do not present an accurate reflection of North County's rapid grl
Table 11-2 presents Carlsbad's historical trends in population, households, and hous
size as compared to Encinitas, Escondido, Oceanside, San Marcos, Vista, and San I
County. As may be noted, Carlsbad experienced the second fastest rate of popu
growth over the period 1970 to 1990 and the third fastest growth rate over the period
to 1990. Correspondingly, household growth in Carlsbad also ranked second and th
these two time periods. Average household size has been declining in Carlsbad as it
North County as a whole.
Table 11-3 presents historical changes in the distribution of owner- vs. renter-occ
housing for the North County cities and San Diego County. As may be noted, Carlsb;
the lowest proportion of renter-occupied housing relative to the other cities and the C
as a whole. In fact, the percentage of renter-occupied housing units in Carlsba
decreased over time; currently about one-third of all housing in Carlsbad is renter-occ
In contrast, the percentage of renter-occupied housing units in San Diego Coun
remained relatively constant during 1970-1990 at about 44%.
Table 11-4 presents the recent historical distribution of single-family vs. multi-family h
unit production. The "percentage multi-family" is calculated as the number of multi-
units permitted divided by total units permitted. Over the period 1980 to 1989, almo:
. half (about 47%) of new housing units in the City of Carlsbad were multi-family un
San Diego County as a whole, the share of new multi-family production was higher, at
57%.
Table 11-5 presents KMA's estimate of future residential demand. Over the past 20
Carlsbad's share of the County's population has increased from 1.1% in 1970 to 1.
1980 and to 2.5% in 1990. In addition, the percentage of Carlsbad's population in
9
i c a
households vs. group quarters has remained relatively constant. KMA’s population forec:
for Carlsbad (115,081 in 2010; see Table 11-1) anticipate that the City’s population will gi
from a 2.5% share of the County’s population in 1990 to over 3.0% by 2010. 7
assumption necessarily implies that Carlsbad’s proportional capture of regional populal
growth will gradually increase. Although it can be argued that the relatively high price
Carlsbad homes makes this unlikely, KMA hypothesizes that the City’s new inclusior
housing requirement will improve the mix of affordable home production in Carlsbad in
future, If the percentage of the population in households vs. group quarters is assume(
remain constant at 98.54%, then household population can be expected to increase f
62,203 in 1990 to 113,398 in 2010. Based on this household population forecast an(
assumed average household size (held constant at 2.42 persons), KMA projects net
housing unit demand as follows: an average 1,149 units per year during 1991 to 1995; 1
units per year during 1996 to 2000; 1,128 units per year during 2001 to 2005; and 1,101 1
per year during 2006 to 2010. Overall, average annual residential demand during 1991-2
(inclusive) is projected to be 1,110 units.
consideration a 5% pro forma vacancy. This assumption is not intended as an estimai
actual current or future market vacancy.
Table 11-6 presents the estimate of residential demand by housing type (single- vs. m
family) and tenure (renter- vs. owner-occupied). Note that historically multi-family hoL
has constituted about 50% of total residential unit production. Proportional demanc
multi-family housing can be expected to increase over time. Total multi-family demai
projected to increase from 563 units per year during 1991-1995 to 583 units per yez
2006-2010. Correspondingly, single-family housing demand as a proportion of total hoi
demand can be expected to decline. Average annual demand for single-family hom
projected to be 586 homes in 1991-1995, falling to about 517 homes per year in 2006-2
KMA also estimated the split of rental and for-sale housing unit demand. For the purl
of this analysis, it is assumed that all renter-occupied units are multi-family ‘I
Historically the proportion of renter-occupied units in Carlsbad has declined; it is estin
as 33% in 1990. Our analysis assumes that an equivalent proportion of new units wi
renter-occupied; that is, of an average annual demand for 1,149 units during 1991-
KMA projects demand for 379 multi-family rental units (33% of the total) and 184 n
family for-sale units (townhomes/condominiums), for a total 563 multi-family units (
of total demand). The balance of the projected housing demand would be for single4
homes. Similarly, over the 20-year period, KMA projects average annual demand foi
multi-family rental units, 203 multi-family for-sale units, and 569 single-family homes
The summary table in the Iower half of Table 11-6 translates housing unit demand to
use absorption. KMA projects a need for 5,484 net acres of residential land thr
buildout based on the standard density assumptions noted in the table. (This figure d
slightly from the remaining residential net acreage figure of 5,549 acres shown in Tab1
This land area discrepancy is indicative of the differing density assumptions used ir
analysis; in any case, the difference is small and both figures represent approximations
Note that these figures also take
10
i- 0 0
this total, 3,959 acres would be required for single-family housing and 1,525 acres for mi
family housing.
Note that these residential unit absorption projections are largely based on histoi
population trends and housing market activity. Inasmuch as the City recently enactec
interim inclusionary housing program, future housing absorption trends may well differ f
past experience. For example, affordable, Le., low-income, units should absorb more rag
than the average unit. However, the subsidy requirements €or affordable units may r(
in higher sale prices for market-rate units in the balance of the project. These units 1 in effect, experience slower absorption than anticipated. A more detailed analysis of
effects of the City’s inclusionary policy on the housing market is beyond the scope of
study.
PROJECTED RESIDENTIAL ABSORPTION BY OUADRANT
KMA also estimated a distribution of residential unit absorption by quadrant. Reside
growth is likely to occur earliest in those areas of the City where major facilities
infrastructure are already in place. Conversely, those zones which consist primarily of
land with no improvements in place should be the last to see residential buildout.
estimate the distribution of housing unit absorption by quadrant, KMA looked at histo
housing growth and the potential buildout for each quadrant. Historical housing production by quadrant was evaluated based on two data sources:
Data on existing housing units by zone obtained from the January 1991 L
Facilities Management Plan (LFMP) and discussions with City grl
management staff, as shown in Table 1-1; and
State Department of Finance housing inventory data compiled at the CE
tract level by the San Diego Association of Governments (SANDAG).
information was available for January of each year from 1981 to 1990. (
that the Census tract corresponding to the southwest quadrant overlz
portion of the northwest quadrant, Le., Zones 5 and 13. Because these z
are predominantly non-residential, no adjustments were deemed necess
Housing inventory data from these two sources were not entirely consistent. KMA then
used the first source (the January I, 1991 LFMP update) for 1990, and the 1981 to
annual chanpe represented by the second source (SANDAG/DOF). This informati1
presented in the upper half of Table 11-7.
The second step in the analysis was to proportionately allocate future residential
absorption based on the historical rate of housing production and buildout limitation
each quadrant. As shown in Table 11-6, KMA is projecting citywide average annual hol
unit demand of 1,110 units through 2010. As can be seen in Table 11-7, attached
(1)
(2)
11
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southwest quadrant has absorbed an average 285 residential dwelling units per year ovei
period 1981 to 1990. Based on historical absorption and the amount of vacant acrc
available for development, we anticipate future absorption to average about 320 units
year through 2010. At this level of absorption, residential buildout of the south
quadrant would occur in 2011.
The northwest quadrant has historically absorbed an average 288 units per year over
period 1981 to 1990. Because this area has the least amount of remaining develop
residential acreage, we anticipate a decreasing annual absorption rate over time ir
northwest quadrant as land becomes scarce. Over the period 1990 to 2010, we would elc
average annual absorption to approximate 180 units. The resulting buildout of
northwest quadrant would occur in 2008.
The northeast quadrant has absorbed an average 311 units per year over the period
to 1990. Because of diminishing amounts of large-tract developable land, we anticipi
reduction of average annual absorption to about 240 units per year through 2010.
corresponding buildout would occur in 2011.
, Historical absorption in the southeast quadrant has averaged 295 units per year over
period 1981 to 1990. Because the southeast quadrant has the largest inventor
undeveloped residential acreage, we anticipate increasing average annual absorptio
occur as infrastructure is put into place. As such we have projected the average ann1
absorption to increase to 370 units over the period 1990 to 2010. The resulting buil
would occur in 2013.
OFFICE LAND USE PRO.TECTION
The land use demand projection for office space is presented in Section 111 of the Tech
Appendix. In projecting future demand for office space, KMA has examined office s
inventory and absorption trends in Carlsbad and other North County cities.
methodoiogy examines the historical relationship between population, employment (nu1
of jobs in Carlsbad), and office-using employment. Regional employment trends such a
labor force participation rate, the civilian employment rate, the office sector employ1
rate, and office employment density were identified for this analysis. KMA then apl
similar ratios to population forecasts for Carlsbad to calculate the increment in office SI
supported by population growth in Carlsbad. In addition, the analysis assumes a 5%
a forma vacancy factor and a 10% core factor (the difference between net and gross buil
' area).
According to local real estate brokers, the Carlsbad market has absorbed significantly r
office space than any other North County city in each of the last six years. (See Table I
discussed below.) Carlsbad averaged net annual absorption of about 155,000 square
(SF) during 1985-1990, or about 32% of the total for North County overall. These fig
12
t 0 e
are indicative generally of Carlsbad’s status as a major office park center in coastal P
County and specifically of the subregional dominance of office uses in the Palomar Ai
area.
RevionaI Employment Trends
KMA utilized employment data (number of jobs) from the San Diego Associatic
Governments for the following areas: Carlsbad, Encini tas, Escondido, Oceanside
Marcos, Vista, and San Diego County. Table 111-1 illustrates employment trends for 1
areas derived from population and employment estimates for 1980 and 1988 (most r(
year for which data were available). The table presents figures for population, the rai
jobs to population, and the ratio of office jobs to total jobs for each area. For the pur]
of this analysis, KMA looked at employment levels by SIC code and used industry star
assumptions regarding percent of office-using employment. As demonstrated in the 1
the ratio of jobs to population has been increasing in most North County cities. In Carl
for example, there were 0.46 jobs for every resident in 1980; by 1988, there were 0.51
for every resident. The only North County city to
exhibit a higher proportion of jobs to residents was San Marcos, with about 0.64 jot
every resident in 1988. In San Diego County as a whole, the ratio of jobs to populatior
from 0.45 to 0.50 between 1980 and 1988. These data point to Carlsbad’s status as a r
employment center in North County; most of the other cities have a lower ratio of jo
population, indicating a greater role as bedroom communities.
The relationship of office-using jobs relative to total jobs is presented in the columns o
far right. The proportion of office jobs in Carlsbad has grown from 24.4% in 1980 to 3
in 1988. Office-using employment in the six North County cities increased from 24.9
total employment in 1980 to 25.2% in 1988. County-wide, 27.5% of total employ
consisted of office jobs in 1988. Relative to North County and the County as a H
Carlsbad can be considered to have a high proportion of office jobs, indicating a gr
level of white collar employment.
Office SDace Demand
The next step in the analysis was to apply the ratios presented in Table 111-1 to foreca
Carlsbad’s future population (see projections in Table 11-1). KMA assumes that the
of jobs to population in Carlsbad will continue to increase over time. In Table 111-2
jobs-population ratio is shown as increasing from 51.41% in 1988 to 54.00% by buil
Application of these estimates to the population projections yields estimates of f
employment at selected timepoints. KMA assumed that office-using employment v
increase from its present share of the total, about 32%, to 34% by buildout. The nu
of jobs was then multiplied by the projected office sector employment rate, resulting i.
projected number of office employees in Carlsbad. From the estimate of future c
employment, a typical office employment density, or average amount of space per emplc
was applied. For purposes of this analysis, an industry standard office density of 250 SI
13
1 0 0
employee was used.
Lastly, from the estimate of total office space demand, KMA has subtracted the 1990 t
year in order to estimate net new office space demand, Le., demand over current 1990 si
requirements. To this estimate of office space demand, KMA has added a 5% pro fo
vacancy and a 10% typical office blrilding core factor to estimate total gross office si
demand. Note that consideration of a pro forma vacancy factor is not intended to imply
projection of a specific level of actual future market vacancy.
As can be seen, KMA estimates office demand to approximate an average annual 150
SF during 1991-2010, or a total demand of about 3.0 million SF through 2010. Per
growth management staff, KMA has applied a Floor Area Ratio (FAR) of 0.35 to calcu
the amount of land area required for office use through 2010. At this densit:
development, about 9.8 acres would be absorbed per year, or a total of about 196 acre
2010.
Table 111-3 presents a historical context to the office land use projection. As may be nc
the City of Carlsbad absorbed an average of 155,000 SF of office space per year over
period 1985 to 1990. As such, the projection of 150,000 SF per year is consistent with re
historical office absorption.
INDUSTRIAL LAND USE PROJECTION
Section IV of the Technical Appendix presents the analysis of industrial space den
through 2010. The methodology involved is similar to the office land use projection. As
be seen in Table IV-1 (far right columns), the ratio of industrial jobs vs. total job
Carlsbad has grown from 29.2% in 1980 to 31.5% in 1988. Conversely, the County’s I
of industrial jobs to total jobs has declined from 22.3% in 1980 to 22.0% in 1988. In th
cities as a whole, industrial employment as a percent of total declined from 25.7% in
to 24.1% in 1988. These data reflect Carlsbad’s growing concentration of industrial/busi
parks while manufacturing employment has become less important in other jurisdicti
In fact, Carlsbad has absorbed more industrial space since 1986 than any other N
County city. (See Table IV-3, discussed below.) During 1986-1990, the Carlsbad ma
absorbed an average annual 393,000 SF of industrial space, or about 28% of total absori
in the North County cities. These figures indicate the relative dominance of Carlsbad w
North County as a location for flex industrial, R&D, and warehouse facilities, particu
I in the Palomar Airport area.
TabIe IV-2 utilizes these historic employment trends to project future industrial employn
and, subsequently, industrial space demand. KMA has assumed that the ratio of indus
jobs to total jobs in Carlsbad will continue to increase, i.e., from 31.5% in 1988 to 33
by 2005 and thereafter. This assumption is intended to reflect the large inventor
available industrial acreage in Carlsbad relative to declining inventories in other parts o
14
t a e
County. The industrial employment rate times estimated future total employment yield
projected number of industrial jobs in Carlsbad. KMA then assumed an ave
employment density of 750 SF of industrial space per employee, resulting in the reqt
increase in industrial space. Taking into consideration a 5% pro forma vacancy, total
demand for industrial space through 2010 is estimated to be 7,786,000 SF, or an ave
annual demand of 389,000 SF. Under the assumption of an average FAR of 0.35, indui
development would require an average of 25.5 acres per year.
Lastly, Table IV-3 presents a historical context to the industrial land use projection. As
be noted, the City of Carlsbad has absorbed an average of 393,000 SF of industrial I
per year during 1986-1990. The industrial space demand projection is therefore consi
with recent historical absorption.
COMMERCIAL LAND USE PROJECTION
Section V of the Technical Appendix presents the projection of land area demanc
retail/commercial land uses. The approach to the commercial land use projection invc
preparation of retail demand models that estimate future expenditure potential an(
increment in supportable retail space by category of retail. JSMA's analysis considered I
requirements for six types of retail/comrnercial businesses:
0 Comparison goods (department store-type merchandise, or DSTM), inch
apparel, appliances, electronic, and specialty goods. This category
includes 40% of furniture and home furnishings sales.
Convenience sales, which include food, liquor, and drug items. 0
0 Eating and drinking establishments.
o Home improvement goods, including lumber and building materials, hard plumbing and electrical supplies, paint, glass, and farm and garden sup
In addition, 60% of furniture and home furnishings sales are included ii
category .
o Automobile dealers and supplies.
0 Service stations.
The first step in the analysis was to identify current spending patterns for retail goo(
Carlsbad residents in comparison to the other North County cities, San Diego County
the State of California. Secondly, KMA assessed the relationships between spendin
each retail category and residents' personal incomes. Estimates of future populatior
income levels were then used to project future expenditure potential for each retail cate
15
k e 0
KMA then used assumptions about sales productivity (sales per square foot of retail sp
to estimate support for new retail space. Supportable square footage of retail space
land area requirements by type of retail/commercial use are summarized in Table
Tables V-2 through V-8A detail the methodology used to arrive at these conclusions.
As shown in Table V-I, the projections indicate total demand for new retail spac
2,855,000 SF through 2010, or an average annual 143,000 SF. These figures take
account retail building square footage required to accommodate increased sales activi
comparison goods, convenience goods, eating and drinking, and home improvement it(
Based on an assumed FAR of 0.35, these uses would require an average of 9.4 acres
year, or a total 187.3 acres, through 2010. In addition, KMA has separately proje
support for new automobile dealerships and service stations. These uses are projecte
dealerships and service stations would require about 90.7 acres total through 2010. In
KMA projects total 1991-2010 commercial land use absorption of 277.9 acres, or an ave
of 13.9 acres annually.
Retail Sales Trends
Table V-2 presents historic and projected personal income trends for Carlsbad, N
County, San Diego County, and the State. As can be seen, incomes in Carlsbad
significantly higher than these other areas. Moreover, the rate of growth in income
been higher in Carlsbad than these other areas.
Tables V-3 through V-8 present total sales for each of the six retail categories in sele
years during 1980-1989 for Carlsbad, the North County cities, San Diego County, anc
State. The following conclusions can be drawn from these tables:
require about 3.6 acres and 0.9 acres per year, respectively. Taken together,
o Between 14% and 16% of per capita income is typically spent on compai
goods in these areas.
About 10% to 12% of per capita income is spent on convenience goods
Between 5% and 6% of per capita income is spent in eating and drin
establishments.
About 6% to 7% of per capita income is spent on home improvement it1
About 10% of per capita income is spent on automotive sales in the Co
and the State. In Carlsbad, the ratio of automotive sales to per capita inc
is much higher, about 28% in 1989, indicating that Carlsbad captur,
significant share of automotive expenditures from neighboring cities.
Between 3% and 4% of per capita income is spent in service stations.
0
o
o
0
o
16
k e a
It is worth noting that retail spending as a percentage of per capita income has decl
since 1980 for almost all retail categories. For example, in 1980, about 13% of per ci
income in the areas examined was spent on convenience goods; by 1989, this ratio
declined to about 11%. KMA attributes these declines to rising incomes and to the grc
allocation of personal income to housing expenditures. These trends have 1
incorporated into the projection of future retail expenditures by category.
Retail ExDenditure Potential
In Tables V-3A through V-84 KMA has considered (1) population and (2) income forec
for the City of Carisbad in conjunction with (3) anticipated future expenditures by r
category as a function of per capita income. These three factors yield the total t
potential for each retail category. For example, as shown in Table V-3A, "Population" t
"Per Capita Income" times "Comparison Goods as % of Per Capita Income" equals "1
Comparison Goods Sales Potential." KMA estimated per capita sales potential base
historic expenditures for the State, County, and City, as shown in Table V-3. As a next I
KMA subtracted 1989 sales potential, as an estimate of the current (base year) sales 1t
to yield the net sales potential, Le., the increase over current levels. "Assumed I
Productivity" reflects typical industry standards or regional expectations of sales product
for each retail category. The sales productivity has been inflated at 4% per year to re
anticipated inflation. Dividing net sales potential by assumed sales productivity y
"Demand for Retail Space." To this result, KMA added a 5% pro forma vacancy, resu
in total demand for new retail space over current levels.
LIMITING CONDITIONS AND ASSUMPTIONS
The following limiting conditions and assumptions apply to the analysis undertaken in
study.
(1) The analysis contained in this report is based, in part, on data from secon
sources such as the Sari Diego Association of Governments (SANDAG); the CE
for Continuing Study of the California Economy; the California Departmen
Finance and Economic Development and the Board of Equalization; U,
Decisions Systems, Inc.; and the Greater Sari Diego Chamber of Commerce. I&
KMA believes that these sources are accurate, KMA cannot guarantee their accui
The analysis assumes that neither the local nor national economy will experien
major recession. If an unforeseen change occurs in the economy, the conclus
contained herein may no longer be valid.
The findings are based on economic rather than political considerations. There:
they should not be construed as representation or opinion that government appro
for development can be secured.
. (2)
(3)
17
I 0 0
(4) Market support is not equivalent to financial feasibility; apart from whether the]
a demand for various retail uses, other factors are of crucial importanct
determining feasibility.
The analysis, opinions, recommendations and conclusions of this report repre
KMA's informed judgment based on market and economic conditions as of the 1
of this report. Due to the volatility of market conditions and complex dynai
influencing the economic situations and conditions of the building and developr
industry, conclusions and recommended actions contained within this report sh
not be relied upon as sole input for final policy decisions regarding current
future development and planning.
(5)
/-
1
18
r‘ 0 0
KEYSEEt MARSTON ASSOCIATES, LNC.
Keyser Marston Associates, Inc. (KMA) has one of the largest real estate advisoq
practices on the West Coast, with experience in all types of commercial and residentia
real estate. Founded in 1973, the fm has served over 500 clients on more than 2,00(
projects.
The firm’s private sector clients include financial institutions, life insurance companies,
major corporations, law firms, land owners, and developers. Representative public
sector clients include nearly every major municipality in California, as well as citie:
throughout the west, the Ports of Seattle, Portland, Los Angeles and Oakland, county anc
special districts, as well as public and private colleges and universities.
KMA provides services through its three offices in California: San Francisco, Lo:
Angeles, and San Diego. Services include:
m Market Analysis
a Financial Feasibility
a
8
Strategic Real Estate Planning and Positioning
Ground Lease and Joint Venture Structuring, Particularly in
PublidPrivate Transactions
Development Impact Analysis, Including Housing Impacts 8
m Expert Witness Testimony
KMA’s ten principals are frequent lecturers in professional educational programs
sponsored by the Urban Land Institute, International Council of Shopping Centers,
League of Cities, California Community Redevelopment Association, and other similar
organizations.
SOQ-RPT-PI/T.SOQ
I 0 0 Section
KeyserMarston Associate:
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0 -. 0 Section V
KeyserMarstonAssociatf
0 0 . I.
TABLE VI-1
SURVEY OF GROWTH MANAGEMENT POLICIES
NORTH COUNTY CITIES
MARCH 1991
ENCINITAS
The City’s General Plan, adopted March 29, 1989, includes an annual residential builc
limitatio :: along with growth management policies and guidelines. The building Iimitai
is based on the unbuilt development potential of the City at mid-range density dividec
the remaining years of the 25-year build-out period (January 1989 - January 2014). ‘
limit includes a number of permits that are set aside for low- and moderate-income u
and units for senior citizens, Unallocated units from any year are added back to the t
remaining permits before the next year’s annual allocation is calculated.
Initially, growth management policies gave preference to proposed housing developmc
that met or exceeded General Plan design criteria. However, this aspect of the gro
management has been eliminated.
SpecificaIly, Encinitas’ growth management policies include:
0 Annual proportional allocation of residential building permits based or
total number of dwelling units in the City at build-out. The allocatic
expected to result in an average of 200 units being permitted each yea
about 1,000 units over the next five years.
Low- and very low-income units are exempt from the annual pe
limitations.
New developments must pay the cost of public facilities and services nece! to serve those developments before permits are issued.
o
0
There are no caps on non-residential development. However, infrastructure must t
. place before permits are issued.
Contact: Craig Jones
Title: Senior Planner
Phone: 944-5050
L
a e
TABLE VI-1
GROWTH MANAGEMENT SURVEY
PAGE 2
ESCONDIDO
In August 1988, the City Council adopted an Interim Development Ordinance cut
residential building permits by 84% to 430 units per year. Additional growth managen
policies include the following:
o
0
Residential limitations, restricting rezoning to next higher level of densi
Four-year restriction on requests for second density increase and on arnenc
pre-zoned annexed land approved after effective date of ordinance (8/1/l
Prohibition against incompatible zoning; and 0
0 Open space requirements. '
Furthermore, the General Plan calls for managed growth by:
0 Allowing new development to occur only when facilities and services plan!
adopted for the area in which the development is proposed;
0 Encourages in-fill development;
o Preservation and enhancement of existing neighborhoods by lim
conversions of residential neighborhoods to non-residential uses;
Controls on density increases in existing neighborhoods;
Creation of a viable urban downtown by encouraging pedestrian-oriented
including offices, restaurants, and specialty retail shops; and
Preservation of natural and scenic resources by maintaining an open s
environment around the perimeter of the City to serve as a buffer
surrounding urbanizing areas.
0
0
0
L
e e
TABLE VI-1
GROWTH MANAGEMENT SURVEY
PAGE 3
Contact: Jon Brindle
Title: Assistant Planning Director
Phone: 74 1-467 1
OCEANSTDE
In April 1987, voters approved Proposition A, which limits building permits for small
subdivision projects to 800 per year. The 800-unit cap represents a 77% reduction fi
1986 and 1987 permit levels.
In addition, growth management in Oceanside has incorporated the following policies
Residential density reductions, decreasing projected build-out population f
350,000 to the range of 173,000-225,000; and
Establishment of an allocation process based on criteria such as infrastruct
design, etc. If fewer permits are issued in a given year, the balance is car
forward to the following year.
0
o
Litigation for damages in the amount of approximately $100 million has been filed by
Oro Hills and the Building Industry Association to overturn this ordinance. The courl
already concluded that the 800 unit building cap has had an impact on the affordabili
homes in the City. A final ruling on the validity of Proposition A may come as ear
April 30, 1991.
Contact: Michael Blessing
Title: P1 anning Direct or
Phone: 966-4770
SAN MARCOS
A proposed moratorium on multi-family development was defeated in 1988. Currently t
are no commercial or residential growth management restrictions in place.
Contact: Mike Polland
Title: Director, Community Development
Phone: 591-7777
I) e - ’,
TABLE VI-1
GROWTH MANAGEMENT SURVEY
PAGE 4
VISTA
In April 1987, voters approved Proposition A, the City Council- sponsored initiative limiti
residential permits to 500 per year. The 500-unit cap represents a 75% reduction frc
permit levels of 1986 and 1987. In addition, no residential development is allowed withc
adequate facilities/services in place. Vista’s growth management has specific revi
guidelines in which approval is needed for permits to be issued. The ordinance is in eff
until December 1999. There are no commercial growth management restrictions.
Contact: David Shaw
Title: Planning Technician
Phone: 726-1340
Source: Keyser Marston Associates Inc.
San Diego Association of Governments
March 1991