HomeMy WebLinkAbout2004-05-18; City Council; 17644; Proposed 2004/05 to Buildout Capital ImpAB# 17,644
MTG. 05/18/04
DEPT. FIN
TITLE:
CAPITAL IMPROVEMENT AND PROPOSED REVISIONS TO MASTER FEE SCHEDULE
PROPOSED 2004-2005 TO BUILDOUT
DEPT.HS *-
CITY ATTY.
CITY MGR
I
RECOMMENDED ACTION:
Accept report. Set public hearing for June 15, 2004.
IT EM EXPLANATION :
The Capital Improvement Program (CIP) is a planning document as well as a budget document. It
incorporates the current status of all of the City’s capital funds with the capital construction budgets
and development projections for the upcoming years, and then projects future revenues and
expenditures for all known projects until buildout of the City. This document is reviewed and
updated every year during the budget process.
Overview - Fiscal Year 2004-2005
During the CIP review process, staff
took a close look at the construction
schedules for City facilities in
conjunction with the workload of the
staff needed to complete the projects.
and ranked using the criteria shown in
the table. An evaluation of the
availability of capital construction funds
as well as operating funds was also part
of the evaluation and scheduling
process. Several projects funded with
Public Facility Fees had budget increases and the expected fee revenue may no longer be
sufficient to fund all projects as planned. This year’s proposed CIP reflects staffs recommendation
to move out the construction of Poinsettia Park (Phase II) as well as the relocation of Fire Station
No. 3 (Chestnut Avenue location). Moving these two projects out will provide sufficient funding for
projects in the next 5 years. During this time an evaluation of the remaining projects in this fee
program can occur, and Council can have an opportunity to revise the future construction plans of
PFF funded projects and/or obtain additional funding.
In addition, new projects were prioritized
2004-2005 Appropriations
The 2004-2005 proposed budget for the Capital Improvement Program (CIP) totals $51.6 million,
with estimated revenues of $53.6 million. Appropriations estimated at $1 36.7 million for ongoing
capital projects remaining unspent at the end of FY 2003-2004 will be added to the new 2004-2005
CIP appropriations. The sum of $188.3 million will then comprise the total 2004-2005 CIP budget.
Projects generally receive all of the required funding up front, yet construction often spans several
years. The following table summarizes the projects to receive continuing appropriations into the
2004-05 fiscal year.
PAGE 2 OF AGENDA BILL NO. 17,644
Project
Park Proiects
Pine Park
Hidden Canyon Park
Acquisition NE Quadrant
Aviara Community Park
Alga Norte Park
Continuing
Appropriation
$4,167,753
1,66 1,040
4,549,523
9,392,642
11,984,655
Sewer Proiects
Encina WPCF Projects
N Agua Hedionda Interceptor
S Agua Hedionda Force Main
6,468,471
3,414,968
4,951,085
Vista/Ca rlsbad In terce ptor Proj. 5,246,966
Water Proiects
Misc. Potable Water Projects
Recycled Water Phase II
Major projects scheduled to receive new or additional funding in fiscal year 2004-05 are
summarized as follows:
10,920,523
17,703,564
Park Proiects
Streets and Traffic Sinnals
El Camino Real Widening
Traffic Signals
Pavement Overlay
Rancho Santa Fe Road
All other projects
Total Continuing Appropriations
Appropriations for park construction projects total $8 million, or 15.5% of the total 2004-05 CIP
budget. The largest appropriation is for the construction of an aquatic center at Alga Norte
Park. Through 2003-04, $13 million has been appropriated for development of the park site at
Alga Norte (not including the aquatic center), and an additional $850,000 is requested due to
anticipated construction cost increases. This 32-acre park is located in the southeast quadrant
of the City. Amenities include baseball and softball fields, basketball courts, tot lots, a
skateboard park, picnic areas, a dog park, and an extensive internal and external trail and
walkway system throughout the entire park. An additional $997,000 is being requested for
park development at Pine in the Northwest Quadrant. Amenities include baseball fields, picnic
areas, a tot lot, and an ornamental garden. At Poinsettia Community Park a request for
$400,000 is requested for the construction of a maintenance building which will house tools and
equipment, and include a small office and restroom.
2,120,371
3,905,622
5,432,932
22,796,610
16,,723,977
$1 36,660,625
2
PAGE 3 OF AGENDA BILL NO. 17,644
Civic Proiects
Facility construction and maintenance projects total 19.8% of next year’s CIP budget, or $10.2
million in additional appropriations. The relocation of Fire Station No. 6 to Rancho Santa Fe
Road will be funded at a total cost of $3.6 million. Of this amount, $2.6 million is for
construction of the fire station, and $1 million is for construction of an access road to the site, a
signal, off-site utilities, and demolition of the existing fire station. The City is also expecting
additional grant funding ($2 million) for the Coastal Rail Trail, and an appropriation of $1.6
million is allocated for the installation of 2 synthetic turf multi-use fields (baseball, softball,
soccer, football, lacrosse) at Stagecoach Park. Included is the cost of utility relocation, and
installation of a drainage system.
Street Proiects
Street projects are scheduled to receive $9.4 million in 2004-05. Over $3 million is for the
pavement overlay program and $1.9 million is planned for widening along two sections of El
Camino Real (north of Cougar Drive, and from Tamarack Avenue to Chestnut Avenue).
Funding is also included for construction of six new traffic signals, at a total cost of $1 .I million.
Sewer Construction Proiects
Sewer construction projects are 28.9% of the total 2004-05 appropriation at $14.9 million. Of
that amount, $7.5 million in additional appropriations is for the Phase V expansion of the Encina
Water Pollution Control Facility. This cost represents the City’s pro-rated share, approximately
21% of the total cost. The project includes expansion of the solids handling facility and energy
management facilities to accommodate projected flows through 2025.
Water Proiects
Water and Recycled Water projects for 2004-05 total 9.6%, or $5 million. The largest
appropriation is $2.7 million for replacement of 3000 feet of water pipeline in San Marcos
Boulevard towards the west from Rancho Santa Fe Road. This project was expanded in scope
due to the recent occurrence of a sinkhole in that area. In addition, $1.1 million is included for
the construction of a pump station at the intersection of Palomar Airport Road and El Camino
Real.
Construction of the Recycled Water Facility will continue over the next year. This $41 million
project includes construction of a four-million-gallons-per-day treatment plant, distribution
pipelines, a flow equalization storage facility, and pump stations. Construction of the treatment
plant is complete as of end of April 2004; however, timing of the plant operations is dependent
upon completion of Encina’s Flow Equalization project. It is estimated this project will be
complete in April 2005, at which time the recycling facility will become operational. The
pipelines will also be completed by that time, and the pump stations and Mahr Reservoir will
become operational around July 2005.
Future Facilities - 2004-2005 to Buildout Capital Improvement Program
Construction of City facilities such as libraries and administrative facilities, police and fire facilities
total $96 million, or 22% of the total planned capital expenditures to buildout. The Capital
Improvement Program includes funding to construct a new Civic Center and Public Works Facility
in future years, and to reconstruct and expand the Cole Library. Funding is also provided for the
relocation of Fire Station #3. In addition, approximately $30 million is set aside in this category for
funding of projects included in the voter approved Proposition C ballot measure, which include an
3
PAGE 4 OF AGENDA BILL NO. 17,644
aquatic center, trail linkages and open space, a Citykafety training facility, and construction of a
portion of Cannon Road east of College Boulevard (Reach 4). The original amount set aside was $35 million; however, next fiscal year an appropriation of $5.4 million is scheduled for the
swimming pool complex.
Approximately 21% of future expenditures, $93 million, is planned for street and traffic signal
construction projects. Roadway projects include funding for the replacement of the Carlsbad
Boulevard Encinas Creek Bridge, several road-widening projects, and over $50 million for future
pavement overlay. Additional traffic signals are expected to cost approximately $5.5 million.
The third largest expenditure category is for park and recreational facility construction and
acquisition projects, which total $90 million, or 20.6%. In addition to the projects previously
mentioned, park projects are planned within all quadrants of the City and include:
Northwest Quadrant Northeast Quadrant
Community Facility (Pine School)
Cannon Lake Park
Hosp Grove-Buena Vista Lagoon Recreational Improvements
NE Quadrant Park
Southwest Quadrant
Poinsettia Park Phase II
Aviara Community Facility
Southeast Quadrant
Alga Norte Park
Aquatic Center at Alga Norte
Leo Carrillo Park Phase Ill
Citvwide Park and Recreational Projects
Municipal Golf Course
Business Park Recreational Facility
Veteran’s Memorial Park
Sewer projects are expected to cost $63.6 million, which includes over $40 million in sewer
replacement projects. Funding is also provided for the repayment of bonds for the expansion of
the Encina Wastewater Facility, and the Encina Water Pollution Control Facility projects.
Future water projects total about $39.6 million (9.1%) and include construction of new waterlines,
both potable and recycled, concurrent with new development. Some of the major areas in which
these installations or upgrades are planned include segments of College Boulevard and El Fuerte,
and along El Camino Real. Replacement of existing potable and recycled waterlines is also
included in this category.
Specific timing and cost estimates for all capital projects are identified in the Detail Schedule of
Capital Projects (2004-2005 to Buildout).
Following the schedule of funded CIP projects is a list of projects for which no funding has been
identified at this time. Staff is investigating possible funding sources, such as Federal and State
g rants .
The unfunded projects are:
Carlsbad Boulevard Encinas Creek Bridge Replacement
El Camino Real Widening from Cassia Road to Camino Vida Roble
Palomar Airport Road Widening and Bridge Reconstruction at Carlsbad Boulevard
Poinsettia Lane - Reach “E”
Cannon Road - Reach 4 - College to City Limits
PAGE 5 OF AGENDA BILL NO. 17,644
Staff is requesting that Council set the public hearing for the adoption of the CIP as well as for the
City’s Operating budget for the meeting of June 15, 2004. During this meeting, input from
interested citizens and groups wishing to comment on the proposed budget is received and
welcomed.
Development Fees
Each year, several development fees are adjusted by the change in the Engineering News Record
Index as required by the respective fee programs. The adjusted fees are attached in Exhibit 2.
FISCAL IMPACT:
Upon adoption of the Capital Improvement Program budget on June 15, 2004, the total new
appropriations on July 1, 2004 will be $51,573,664 from the CIP funds shown on the attached
schedules. Existing expenditures are through March 31, 2004, and subsequent Council approved
appropriations through April 30, 2004 are reflected in the attached schedules. In addition, revenue
projections are provided to show the cash flows and balances for each of the funds.
EXHIBITS:
1. 2004-2005 Preliminary Capital Improvement Program.
2. City of Carlsbad Proposed Revisions to the Master Fee Schedules, June 15, 2004.
DEPARTMENT CONTACT: Helga Stover; (760) 602-2430; www.hstov@ci.carlsbad.ca.us
5
2004-2005 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 1
OVERVIEW
The City of Carlsbad Preliminary Capital Improvement Program (CIP) is a planning document
that outlines the expenditure plan for future capital projects and the corresponding revenues to
pay for those expenditures. The CIP is a financial planning document, not a commitment for
spending. Spending authorization is given only at the time the City Council formally adopts the
proposed budget, and, at that time, funds are only appropriated for the following fiscal year.
The information shown in subsequent years is being provided to provide the most
comprehensive snapshot of all the known future facilities the City of Carlsbad plans to construct.
What is the definition of a CIP project? Projects that are
shown in the CIP are generally defined as any construction (or
reconstructionlreplacement) of major infrastructure such as
streets, libraries, parks, tire stations and administrative facilities,
water, sewer and drainage facilities, and other facilities that are
located on or in the ground. In most cases, the total construction
cost of each of these assets is recorded and tracked as part of
the City’s inventory of capital infrastructure assets and other City-owned property.
The 2004-2005 Preliminary Capital Improvement Program outlines $51.6 million in new
appropriations to provide additional continued funding for the continuation of existing projects as
well as funding for new projects. Projected revenues during the fiscal year are estimated at
$53.6 million. Revenues are collected as building permits are issued, and as the need for
facilities arises, the money is used to fund the new facilities. As the City continues to grow and
develop, there is a corresponding increase in the demand for development-related services and
new facilities. To ensure that the necessary infrastructure and facilities are built on a schedule
that meets or exceeds this demand, the citizens of Carlsbad adopted a Growth Management
Plan in 1986. The Growth Management Plan states that unless a standard level of facilities is
available to meet new demands resulting from the City’s growth, development cannot proceed.
This Plan is the foundation for making decisions about the timing and prioritization of the capital
projects under consideration. A discussion of the City’s Growth Management Plan is located at
the end of this report. This year’s CIP reflects the Council’s continued commitment to
constructing the necessary facilities, in response to the current and anticipated development
activity occurring throughout the City.
In addition to prioritizing projects based on growth management, projects are continuously
evaluated and prioritized to ensure the City will have the funds to operate the facilities as well as
construct them. Thus, the CIP and the Operating Budget are integral parts of the total City
financing plan. Projects are reviewed on an annual basis by the CIP Review Committee and
subsequently by the City’s management and City Council. The Review Committee begins the
project view by determining the need of a project based on the following criteria:
I. Is the project required to ensure the health and safety of the citizens, as the result
of a legal mandate, or to maintain compliance with the City’s Growth Management
Plan? Are operating funds available to operate the facility?
2. Is the project needed soon for growth management compliance?
3. Is the project needed now for other City standards (example: ball field standards)?
4. Is the project needed soon for other City standards?
5. Does the project complete or provide part of the basic infrastructure (example: a
linking road segment)?
6. Are there other reasons to construct the project (example: timing or funding
opportunity, public demand)?
Page 1 of 10
2004-2005 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 1
25004 Actual
Additional review of proposed projects relates to the overall timing of projects, the funding
availability, an analysis of engineering cost estimates, and the requirement for City resources.
tstimated
FUTUREGROWTHANDDEVELOPMENT
In order to estimate future revenues from development, several assumptions about the rate and
type of future development need to be made. These assumptions can change from year to year
and correlate with the economic climate.
Every year, City staff evaluates all existing and future development projects and compares this
information to the buildout capacity of the City using adopted general plans. Information about
existing development activity combined with estimates of how remaining
net developable land might develop are then summarized to prepare
future projections about when and where residential and non-residential
development will occur. Finance Department staff then prepare
cash flow schedules using existing fund balances combined with
future estimated fee revenues paid by those developments, and
compares these balances of available funds to the expenditure
plan to ensure that funding will be sufficient for construction of the
planned capital projects as shown in the CIP. In addition to
evaluating whether or not capital funds are sufficient, significant
operating cost impacts and availability of staff resources are also used to evaluate the timing of
projects. Where funding discrepancies occur, alternative financing methods and project timing
are again evaluated and recommendations are made to resolve the discrepancies. This year's
proposed CIP reflects staffs recommendation to move out the construction of Poinsettia Park
(Phase II) as well as the relocation of Fire Station No. 3 (Chestnut Avenue location). Moving
these two projects out will provide sufficient funding for projects in the next 5 years. During this
time an evaluation of the remaining projects in this fee program can occur.
Residential development is expected to remain fairly steady over the next few years. The
number of annual building permits issued is expected to decrease when compared to the
previous five-year period. An additional 6,800 units are remaining before the City is
predominantly built out, and the development schedules of the remaining vacant parcels is
driving the timing of those future units, rather than economic or market conditions. Residential
development for 2003-2004 is projected at 1,200 units, and construction is expected to average
about 740 units per year over the next five years, as compared to an average of over 1,300 units
per year for the previous five-year period.
2000
1500
1000
500
0
1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009
Page 2 of 10
2004-2005 PRELIM I NARY CAPITAL IMP ROVE M E NT PROGRAM Exhibit 1
The amount of non-residential development is also expected to remain fairly steady and actually increase over the next five years. The average annual square feet of non-residential
development for the past 5 years was about 675,000. This year,
the estimate is for 273,000 square feet, but the average annual
development next 5-year period is more than 1,100,000 square
feet per year. Projects include several neighborhood
commercial/retail developments located in or near the areas
where most of the residential development has recently occurred
or where new development is planned over the next several years.
In the southeast quadrant, commercial projects include retail and
restaurants, a theater, and a daycare and church. Sunny Creek Plaza is a planned commercial
development located east of El Camino Real at College Boulevard next to the Sunny Creek
residential neighborhood, and the Bressi Ranch area will include 130,000 square feet of
commercial development. Other commercial developments are planned at Calavera Hills and at
Poinsettia Shores; at the La Costa Resort plans include construction of 184,000 square feet of
commercial living units. Industrial development consists of various new office and industrial
projects, as well as expansion of existing projects at Kelly Corporate Center, Callaway Golf, GIA,
Legoland, and Grand Pacific timeshares located just east of the flower fields.
dr,
Development estimates provide the data and basis for estimating future fee revenues, which are
calculated by multiplying each applicable development fee by the estimated number of dwelling
units and/or square feet of construction expected during each year. The following table shows
the number of residential units and non-residential square feet of development used in
calculating estimated revenues for 2004-2005 and subsequent years to buildout.
Projected Development
Residential and Non-Residential Construction
Residential Non-Residential
Year Units Square Feet
2003-2004 current 1,198 273,336
2004-2005 1,355 76531 2
2005-2006
2006-2007
2007-2008
2008-2009
Years 6-1 0
1,025 1,383,740
81 5 1,505,003
131 1 ,I 52,053
373 1,082,072
1,991 5,263,610
Years 1 I-buildout 1,116 2,398,336
Total Future 6,806 13,550,126
REVENUES
Revenues for Capital Projects from now until buildout total $443 million and are segregated into
five major categories: (1) fees generated by development in
Carlsbad, (2) special district fees and taxes (Community Facilities
Districts and Bridge and Thoroughfare Benefit Districts), (3)
Water and Sewer replacement reserves, (4) infrastructure
replacement funds (other than sewer and water), and (5) other
sources including grants, bond issues, and contributions from
other agencies.
Page 3 of 10
2004-2005 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 1
Funding Sources 2004-2005 to Buildout
Total Revenue = $443 million
In Millions
160 140 120 100 80 60 40 20 0
Approximately 32% of all capital revenue is received as a result of development, and is
dependent upon assumptions made about the City's annual growth in dwelling units and
commerciallindustrial square feet. Development revenues include Public Facilities Fees (PFF),
Traffic Impact Fees (TIF), Park-In-Lieu Fees (PIL), Planned Local Drainage (PLD) Fees, Water
Connection Fees (MFF), and Sewer Connection charges. Revenue from special districts, such
as Community Facilities Districts and Bridge and Thoroughfare Benefit Districts comprise 9% of
the total. Water and Sewer replacement revenues generated by user fees equal approximately
23% of total revenues, and are used to pay for replacement of existing water and sewer
facilities. Infrastructure Replacement revenues (1 5%) are transfers from the City's General Fund
which are being set aside to pay for replacement and major maintenance of capital facilities
other than sewer and water facilities. The remaining 21% consists of revenues from other
agencies and includes federal and State grants, the County sales tax program (TransNet),
Redevelopment agency revenue, and contributions from Cities and other agencies.
Calculation of Future Fees
The revenue projections of the Capital Improvement Program reflect the growth assumptions
identified in the previous section. The following information delineates how those assumptions
were applied to estimate future development revenues. The mix of multi-family and single-family
residential units is assumed to be 35% and 65% respectively and reflects the anticipated mix of
residential development for each Local Facilities Management Zone. The building permit
valuation used for computing Public Facilities Fees is $156,025 per multi-family dwelling unit,
and $240,800 per single-family dwelling unit. A building permit valuation of $38 per square foot
of construction is used to calculate non-residential Public Facilities Fees.
In order to calculate estimated revenues for Traffic Impact Fees (TIF), the number of average
daily trips was computed for each type of development use. A multi-family residential dwelling
unit is assigned eight trips per day and a single-family unit is assigned ten trips per day. Each
residential trip is valued at the current TIF of $98. The trips-per-day value for commercial and
industrial buildings are averaged at 23 trips per 1,000 square feet of development, although the
actual volume of trips generated by commerciaVindustria1 building can vary widely depending on
the ultimate land use. The value assigned to each commercial/industriaI trip is $40.
CFD No. 1 is a Citywide district established to finance various civic facilities required under the
City's Growth Management Plan. CFD No. 2 is proposed to fund Rancho Santa Fe Road and
Olivenhain Road, but has not yet been formally established. A prepayment program is in place
to enable development to proceed within this proposed district.
Page 4 of 10
Exhibit 1 2004-2005 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM
@ Park-in-Lieu Fees are collected for the
purchase and development of parkland
within each quadrant of the City, and
the fees are based on the acquisition
cost of parkland. Projects in the CIP
funded with Park-in-Lieu Fees include future park site
acquisition, development and restoration.
L
There are two existing Bridge and Thoroughfare Fee Districts (BTD), which were formed by
property owners to finance, specific road construction projects located within each of the district
boundaries. Poinsettia Lane - Aviara Parkway (BTD No. 2) was formed to finance the
construction of Poinsettia Lane between Aviara Parkway and El Camino Real and Aviara
Parkway between Palomar Airport Road and Poinsettia Lane. BTD No. 3 (Cannon Road West) was formed to fund portions of Cannon Road from Interstate 5 to El Camino Real. Although
construction of this project is complete, revenues collected from future development within the
district will be used to repay an advance that provided interim funding to complete the project.
CAPITAL PROJECTS
The following two sections provide information about the major capital projects. The first section
focuses on projects planned in the next five years, and the second section contains an overview
of the entire expenditure plan through buildout of the City.
CAPITAL PROJECTS -THE NEXT FIVE YEARS
Some of the major projects planned for the next five years are discussed below. Their locations
can be seen on the map following this section.
Streets - Several street construction projects are planned for the next five years.
Completion of the final segment of the widening and realignment of Rancho Santa Fe Road
will improve regional and local traffic flow generated in the southern part of the City.
Projects constructed by developers (funding not shown in the CIP) are
College Boulevard and Cannon Road extensions to the east and north,
Faraday Avenue and Melrose Drive extensions, and the extension of
Poinsettia Lane and completion of El Fuerte. These roads are located
east of El Camino Real and will alleviate traffic on Palomar Airport Road.
Financing districts are in the formation process to provide funding for
College Boulevard and Cannon Road extensions east of El Camino Real, the Melrose Drive and
Faraday Avenue extensions, and the Poinsettia Lane extension and construction of El Fuerte
east of El Camino Real. City staff is currently working with property owners with pending
developments in those areas to assist in the formation of those financing districts.
Replacement of the Carlsbad Boulevard Encinas Creek Bridge is planned in the next five years.
In addition, there are several street widening projects planned along El Camino Real. The
pavement overlay program is expected to cost about $3.3 million per year. Local streets are
overlayed approximately every 7 years.
Page 5 of 10
Exhibit 1 2004-2005 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM
Major Future Road Projects
Aha Norte Park and Aquatic Center - This park site consists of
30 acres in the Southeast Quadrant and planned amenities include
ball fields, soccer fields, picnic areas, tot lots, a skate park, a dog
park, and restrooms and parking facilities, and an aquatic center.
Construction is phased over the next several years.
Pine School Park - Development of this park, located in the Northwest Quadrant
is planned in the next five years. The master plan is complete, and the facility
will include a multi-use field, basketball courts, picnic areas, tot lots and an
ornamental garden area.
0 Staaecoach Park Synthetic Turf - Funding is included for the installation of
approximately 5 acres of synthetic turf on outfield areas of fields 2 and 3 at
Stagecoach Park.
0 Carlsbad Municipal Golf Course - The City has plans are to construct an 18-hole
championship golf course on property located north of Palomar Airport Road along College
Boulevard. An initial “clearing and grubbing” operating is expected to take place in the Fall of
Page 6 of 10
Exhibit 1 2004-2005 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM
2004, and formal grading is expected to begin in September 2005. The targeted opening is
Spring 2007.
0 Lake Calavera Trails Master Plan and Construction - Funds for development of a Master
Plan and construction of a public multi-use, recreational trail system are planned on property located at Lake Calavera in the northeast quadrant of the City. The project includes utilizing
volunteers to construct approximately 2.5 miles of the proposed 5 miles of trails.
0 Civic Center and Public Works Center - Preliminary planning for a Civic Center and a Public
Works Facility has begun. The Civic Center will consolidate administrative operations and
facilities into a more centralized location. Staff, citizens and members of the business
community have been participating in a visioning process to determine what the needs are - for
the citizens and for the City as an organization. Once the process is complete, a site will be
chosen, and design and construction can begin.
0 Fire Station No. 6 Relocation - Fire Station No. 6 is currently located in a temporary facility in
the southeast quadrant of Carlsbad. Relocation of this station to a permanent facility along the
east side of Rancho Santa Fe Road is scheduled to occur concurrent with the road alignment
project. This fire station is required to ensure a five-minute response time within the southeast
part of the City as development in that area occurs.
0 Vista/Carlsbad InterceDtor - The completed section of the Vista/Carlsbad Interceptor project
involved installation of a new and upgraded sewer trunk line through the downtown portion of
Carlsbad to the Encina Water Pollution Control Facility. The remaining sections of the project,
extending from the Encina Facility to the Agua Hedionda Lift Station, are scheduled in the next
five years. This project is required to handle buildout flows and replace deteriorated pipeline,
and is partially funded by the City of Vista. Construction is currently underway and will continue
for several more years.
0 Water Lines - Several major water lines are scheduled for construction within the next five
bars:
Cannon Road east of El Camino Real
Carlsbad Boulevard - south of Avenida Encinas
College Boulevard - various sections
El Fuerte from Poinsettia Lane to Palomar Airport Road
Faraday Avenue extension
Melrose Drive from Palomar Airport Road to Faraday
0 Recycled Water Proqram - Construction of the Recycled Water Facility will continue over the
next year. This $41 million project includes construction of a four-million-gallons-per-day
treatment plant, distribution pipelines, a flow equalization storage facility, and pump stations.
Construction of the treatment plant is complete as of end of April 2004; however, timing of the
plant operations is dependent upon completion of Encina’s Flow Equalization project. It is
estimated this project will be complete in April 2005, at which time the recycling facility will
become operational. The pipelines will also be completed by that time, and the pump stations
and Mahr Reservoir will become operational around July 2005.
CAPITAL PROJECTS 2004-2005 TO BUILDOUT
The CIP for 2004-2005 to buildout outlines approximately 159 future projects at $436.3 million.
Page 7 of 10
&
2004-2005 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 1
CIP Projects - All Future Projects
Type of Project Quantity Total Cost
Civic Facilities 19 $96,001,215
Streets/Circulation 54 93,303,115
16 89,933,808 Parks 25 63,614,916 Sewer
40 39,589,701 Water Drainage 5 16,253,524
37,615,990
Total Future
Construction of City facilities such as libraries and administrative facilities, police and fire
facilities, and projects funded with Proposition C allocations (open space and trails, a swimming
pool, a safety training facility, and contributions towards the unfunded portions of Cannon Road
east of College) total $96 million of the total planned capital expenditures to buildout. The
Capital Improvement Program includes funding to construct a new Civic Center and Public
Works Center, and to reconstruct and expand the Cole Library.
Funding is also provided for the relocation of Fire Station #3 located at
Chestnut and El Camino Real, and the construction and relocation of
Fire Station #6 to a location along Ranch Santa Fe Road.
Approximately 22% of future expenditures, $96 million, is planned for street and traffic signal
construction projects. Included in this category is construction of major roadways that will add
east to west and north to south connections and provide additional routes to the neighboring
cities of Oceanside, Vista, and San Marcos. Sections of these roads are already under
construction by developers. The future street projects anticipated in the City include:
Faraday Avenue and Melrose Drive Extensions east of El Camino Real (*) - The
formation of CFD No. 3 is targeted for August 2004, and construction of the road and
improvements is planned in the years subsequent to the formation.
0 Poinsettia Lane east of El Camino Real (*) - The City and Property owners have
formed the Poinsettia Lane East Assessment District No. 2002-01 for the purpose of
financing the construction of certain street and other improvements.
e Cannon Road and College Boulevard East of El Camino Real (*) - An assessment
district has been formed and Council authorized the issuance of bonds to provide
funding for the improvements in May 2004.
(*) These roads will be constructed by developers that are required to build them in conjunction
with their development projects in those areas. Funding provided by the aforementioned
financing districts is therefore not included in the CIP.
Additional roadway projects include replacement of the Carlsbad Boulevard Encinas Creek
Bridge, several road-widening projects, and over $50 million for future pavement overlay.
Additional traffic signals are expected to cost approximately $5.5 million.
Page 8 of 10
2004-2005 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 1
The third largest expenditure category is for park and recreational facility construction and acquisition projects, which total $89.9 million, or 20.6%. Park projects planned within all
quadrants of the City are listed below in addition to the estimated year of construction:
Northwest Quadrant Northeast Quadrant
NW Quadrant Park (Pine School) 2004-05
Community Facility (Pine School) 2010-14
Cannon Lake Park 2015-20
Hosp Grove-Buena Vista Lagoon Recreational Improvements 201 5-20
Hidden Canyon Park 2004-05
Southwest Quadrant
Poinsettia Park Phase II 2010-14
Aviara Community Park 2004-05
Aviara Community Facility 201 0-14
Southeast Quadrant
Alga Norte Park 2005-06
Alga Norte Aquatic Center 2005-06
Leo Carrillo Park Phase Ill 2015-20
Citvwide Park and Recreational Proiects
Municipal Golf Course 2005-06
Business Park Recreational Facility 201 5-2020
Veteran’s Memorial Park 201 0-2020
Sewer projects are expected to cost $63.6 million, which includes over $40 million in sewer
replacement projects. Funding is also provided for the repayment of bonds for the expansion of
the Encina Wastewater Facility, and the Encina Water Pollution Control Facility projects.
Some of the major areas in which these installations or upgrades are planned
include segments of College Boulevard and El Fuerte, and along El Camino Real. j?J ‘ ‘ ‘ ‘ ’
Future water projects total about $39.6 million (9.1%) and include construction of
new waterlines, both potable and recycled, concurrent with new development.
Replacement of existing potable and recycled waterlines is also included in this
category, and additional reservoirs are planned to increase storage for ultimate demands.
4 b
Specific timing and cost estimates for all capital projects are identified in the Detail Schedule of
Capital Projects (2004-2005 to Buildout) following this narrative.
Following the schedule of funded CIP projects is a list of projects for which no funding has been
identified at this time. Staff is investigating possible outside funding sources, such as federal
and State grants.
Unfunded Proiects
e
0
0
e
El Camino Real Widening from Cassia Road to Camino Vida Roble
Palomar Airport Road Widening and Bridge Reconstruction
Poinsettia Lane - Read “E”
Cannon Road - Raech 4 - College to City Limits
SUMMARY
The proposed 2004-2005 to Buildout CIP is being driven by the City’s commitment to ensure that
facilities are available to service the developing areas as well as the current residents.
Carlsbad’s philosophy has been to build quality capital facilities, which meet, and at times
Page 9 of 10
2004-2005 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 1
exceed, Growth Management standards. Phasing projects over a period of years to match
funding availability for construction and operations is often used to meet the needs of Growth
Management. The 2004-2005 to Buildout Capital Improvement Program reflects the commitment
of Carlsbad’s Council and staff to continue providing its residents with a better quality of life.
GROWTH MANAGEMENT PLAN
The Growth Management Plan was developed and voted into law by the citizens of Carlsbad in
1986. The plan was established to manage development within the City by linking residential,
commercial, and industrial development directly to standards for availability of public services
and facilities.
The Growth Management Plan adopted has established precise standards for eleven public
facilities. Standards must be met at all times as growth occurs. Facilities for which standards
have been established are as follows:
- City Administrative - Wastewater Treatment - Circulation - Fire
- Water Distribution
- Schools
- Library - Parks. - Drainage - Open Space - Sewer Collection
The Plan requires that appropriate public facilities be available, in conformance with the adopted
performance standards, as development occurs. Unless each of the eleven public facility
standards have been met, no new development can occur.
The Growth Management Plan impacts both the Operating Budget and the Capital Improvement
Program. The detailed level of planning required by Growth Management has allowed
Carlsbad’s Capital Improvement Program to anticipate the funding needed for capital
improvements through buildout of the City. The timing of construction of facilities is governed by
the rate of development and the eleven performance standards. New public facilities often
require additional staffing and other resources, which affects the Operating Budget. Facilities such as community centers, parks, and fire stations have been constructed and opened to the
public under this program.
The Capital Improvement Program has been designed to specifically address areas where new
or expanded facilities will be needed to maintain compliance with the adopted performance
standards. With the adoption of the 2004-2005 CIP, compliance with the Growth Management
Plan is assured.
Page 10 of 10
3
2
f
i
I
i
f i I
I
I !
!
i
;
1
2 !
2 i
z
L I
I :
3
i 5 4
i
1
I
I
I
!! i z i
4
I
E
2 n
6
E
Y C
s
E
n d F
E
L n
H .-
m C .- .- -
In z 0 0 N
'0
0 #
n 2 n
r
I
i P
: I
i P i : i z
5
i
i P
I
I P
I
P
1
5
2
!
3 t
i 5 E
i L
;
I
I
L i
I
i t
5
P
L
5
L
1
5
l-
E
F a
E 6
F
E s
E i
5
P
s s
r
b E
E E
8 B
F
a E
; 1
h
k U ;
J
c 1 E a
-
I-
0
(D
a,
-
P a
a\
!
v
i e
u
c
I i
L f
L
I
f
L
1
5
5
I
I
1
i !
I
i i
2
I 3
i
:
3 z
i
1
z 5
3 $
6
I :
i
I
I a ! i
I i I
I 3
3 3
I
3 f E
$ "
I
!
1 <
I
i
I
!
I
I ! i
I
! i
I
I
I
!
!
I
!
I 1
IC
0
h
-
m 0 a
CITY OF CARLSBAD
CAPITAL FUNDS
PROJECTED FUND BALANCES FOR PI 2003-2004
JULY 1,2003 ESTIMATED JUNE 30,2004
UNRESERVED ESTIMATED ESTIMATED DEBT SERVICE PROJECTED
FUND BALANCE REVENUES EXPENDITURES LOANS&OTHER BALANCE
ASSESSMENT DISTRICTS 652,205 251,200 313,968 191.029 398.408
BTD#2 - POINSETTIA LANE/AVIARA PKWY
BTD#3 - CANNON ROAD WEST
CFD #1 - CITYWIDE
CFD #2 - RANCHO SANTA FE ROAD
GAS TAX
GENERAL CAPITAL CONST.
GOLF COURSE
GRANTS - FEDERAL
GRANTS - STATE
INFRASTRUCTURE REPLACEMENT
OTHER
PARK FEE ZONES 5,13,16
PARK-IN-LIEU NE
PARK-IN-LIEU NW
PARK-IN-LIEU SE
PARK-IN-LIEU SW
PLANNED LOCAL DRAING
PUBLIC FACILITIES FEE
REDEVELOPMENT VILLAGE
REDEVELOPMENT SCCRDA
SEWER BENEFIT AREAS
SEWER CONNECTION
SEWER REPLACEMENT
TDA
TRAFFIC IMPACT FEE
TRANSNET/BlKE
TRANSNET/HIGHWAY
TRANSNET/LOCAL
TRANSNET/STP
WATER - MAJOR FACILITY
WATER - RECYCLED WATER
5,078,146
3,304,294
32,973,206
26,472,040
4,521,749
47,224,449
1,210,000
67,587
316,217
10,844,364
2,226,222
719,956
1,747,320
1,300,790
1,445,177
667,453
7,951,336
33,992,248
870,086
(9,104)
5,154,252
32,266,072
18,972,792
305,389
7,783,846
42,352
1,880,369
8,059,803
358,132
10,093,861
14,725,000
2,492,064
0
649,100
8,915,132
1,600,000
1,000,000
0
1,116,419
0
126,560
1,000
19,531
0
139,374
244,437
657,756
314,625
3,007,212
0
636,000
1,564,272
973,011
3,160,000
0
439,002
0
0
3,300,000
0
1,349,147
22,327,518
1,302,742
1,219,489
146,487
13,280,871
688,531
2,761,153
51,611
319,042
0
446,768
47,536
452
24,685
0
0
0
145,667
3,713,675
15,206
0
978,451
374,650
1,778,312
0
96,856
41,384
70,020
5,528,990
94,880
947,614
14,734,067
0
1,000,000
331,309
0
0
0
0
0
0
0
0
0
0
704,000
1,000,000
0
0
0
0
368,586
0
936,256
1,500,000
158,560
0
0
0
0
0
2,030,428
3,862,078
6,267,468
1,084,805
33,144,510
22,106,301
5,433,218
45,463,296
1,158,389
864,964
316,217
10,524,156
2,179,686
739,035
1,722.635
736,164
689,614
1,325.209
8,120,294
33,285,785
854,880
258,310
5,740,073
31,928,177
18,854,480
146,829
8,125,992
968
1,810,349
5,830,813
263,252
8,464,966
18,456,373
WATER - REPLACEMENT 13,050,001 2,382,000 277,292 2,163,790 12,990,919
TOTAL 296,267,610 56,665,359 49,400,399 14,246,036 289,286,534
CITY OF CARLSBAD
CAPITAL FUNDS
PROJECTED FUND BALANCES FOR FY 2004-2005
JULY 1,2004
PROJECTED ESTIMATED
FUND BALANCE REVENUES
ASSESSMENT DISTRICTS 398,408
BTD#2 - POINSETTIA LANEIAVIARA PKWL
BTD#3 - CANNON ROAD WEST
CFD #1 -CITYWIDE
CFD #2 - RANCHO SANTA FE ROAD
GAS TAX
GENERAL CAPITAL CONST.
GOLF COURSE
GRANTS - FEDERAL
GRANTS - STATE
INFRASTRUCTURE REPLACEMENT
OTHER
PARK FEE ZONES 5,13,16
PARK-IN-LIEU NE
PARK-IN-LIEU NW
PARK-IN-LIEU SE
PARK-IN-LIEU SW
PLANNED LOCAL DRAIN'G
PUBLIC FACILITIES FEE
REDEVELOPMENT VILLAGE
REDEVELOPMENT SCCRDA
SEWER BENEFIT AREAS
SEWER CONNECTION
SEWER REPLACEMENT
TDA
TRAFFIC IMPACT FEE
TRANSNET/BlKE
TRANSNET/HlGHWAY
TRANSNET/LOCAL
TRANSNETKTP
WATER - MAJOR FACILITY
WATER - RECYCLED WATER
6,267,468
1,084,805
33,144,510
22,106,301
5,433,218
45,463,296
1,158,389
864,964
316,217
10,524,156
2,179,686
739,035
1,722,635
736,164
689,614
1,325,209
8,120,294
33,285,785
854,880
258,310
5,740,073
31,928,177
18,854,480
146,829
8,125,992
968
1,810,349
5,830,813
263,252
8,464,966
18,456,373
0
2,148,660
0
6,530,202
28,781
2,519,687
2,430,854
350,000
1,870,000
0
3,713,150
986,854
85,364
459,985
151,235
491,095
461,097
1,951,925
5,903,080
1,400,000
851,000
716,106
1,818,348
2,200,000
0
1,395,075
120,000
0
3,019,678
0
2,855,013
6,792,997
WATER - REPLACEMENT 12,990,919 2,396,860
TOTAL 289,286,534 53,647,046
~~ 2003-2004
CONTINUING NEW
APPROPR. APPROPR.
357,753
1,229,607
33,030
65,831
22,021,513
4,231,633
3,646,613
988,000
851,434
240,000
672,288
455,069
0
1,661,040
0
0
216,005
4,622,528
31,387,262
1,845
255,000
4,951,085
7,707,909
1 1,901,190
0
2,417,024
0
1,753,831
5,509,131
212,951
4,596,473
17,703,564
0
1,190,000
925,000
110,000
0
805,000
9,033,800
350,000
1,870,000
35,000
1,037,000
1,041,854
0
0
0
0
550,000
1,365,524
6,158,308
1,380,000
851,000
0
12,305,941
2,581,014
0
1,797,708
120,000
0
3,093,000
0
853,500
159,527
6,971,016 3,960,488
136,660,625 51,573,664
2004-2005
TOTAL CIP
APPROPR.
357,753
2,419,607
958,030
175,831
22,021,513
5,036,633
12,680,413
1,338,000
2,721,434
275,000
1,709,288
1,496,923
0
1,661,040
0
0
766,005
5,988,052
37,545,570
1,381,845
1,106,000
4,951,085
20,013,850
14,482,204
0
4,214,732
120,000
1,753,831
8,602,131
212,951
5,449,973
17,863,091
10,931,504
188,234,289
JUNE 30,2005
PROJECTED
BALANCE
40,655
5,996,521
126,775
39,498,881
1 13,569
2,916,272
35,213,737
170,389
13,530
41,217
12,528,018
1,669,617
824,399
521,580
887,399
1,180,709
1,020,302
4,084,167
1,643,295
873,035
3,310
1,505,094
13,732,675
6,572,276
146,829
5,306,334
968
56,518
248,360
50,301
5,870,005
7,386,279
4,456,275
154,699,291
CITY OF CARLSBAD
CAPITAL FUNDS
REVENUES ACTUAL AND ESTIMATED
2000-2001 2001 -2002 2002-2003 2003-2004 2004-2005
ACTUAL ACTUAL ACTUAL ESTIMATED ESTIMATED
FUND REVENUES REVENUE REVENUE REVENUE REVENUE
~ ASSESSMENT DISTRICTS
BTD#2 - POINSETTIA LANE/AVIARA PKWY
BTD#3 - CANNON ROAD WEST
CFD #l - CITYWIDE
CFD #2 - RANCHO SANTA FE ROAD
GAS TAX
GENERAL CAPITAL CONST.
GOLF COURSE
GRANTS - FEDERAL
GRANTS - STATE
INFRASTRUCTURE REPLACEMENT
OTHER
PARK FEE ZONES 5,13,16
PARK-IN-LIEU NE
PARK-IN-LIEU NW
PARK-IN-LIEU SE
PARK-IN-LIEU SW
PLANNED LOCAL DRAIN'G
PUBLIC FACILITIES FEE
REDEVELOPMENT VILLAGE
REDEVELOPMENT SCCRDA
SEWER BENEFIT AREAS
SEWER CONNECTION
SEWER REPLACEMENT
TDA
TRAFFIC IMPACT FEE
TRANSNET/BIKE
TRANSNET/HIGHWAY
TRANSNET/LOCAL
TRANSNETBTP
WATER - MAJOR FACILITY
WATER - RECYCLED WATER
99,664
1,196,818
294,547
13,431,776
1,817,868
2,058,987
5,470,004
0
17,008
1,593,186
3,415,471
328,364
197,908
107,109
299,488
575,018
327,437
818,567
11,200.696
65,394
0
1,193,530
6,273,019
3,517,708
216,490
2,274,739
0
85,482
2,186,597
127,491
4,746,830
652,387
1,254,130
3,850,521
200,151
8,150,245
3,268,765
2,078,795
4,278,498
0
342,827
1,070,012
3,676,384
146,865
108,709
532,417
282,916
538,255
979,445
1,177,836
6,741,413
130,718
0
800,554
9,472,325
3,171,976
7,941
1,242,674
0
52,570
2,508,640
70,313
2,546,628
16,722,716
196,887 251,200 0
926.437
404,647
6,500,700
14,050,018
1,851,118
36,905,004
600,000
208,914
244,735
4,114,930
1,098,283
64.865
245,976
1,520,779
475,468
9,593
739,807
6,436,638
18,552
146,305
1,308,913
4,855,445
3,115,527
302,968
1,762,612
11 3,689
1,205,103
2,878,396
15,933
2,192,288
6,869,702
2,492,064
0
649,100
8,915,132
1,600,000
1,000,000
0
1 ,I 16,419
0
126,560
1,000
19,531
0
139,374
244,437
657,756
314,625
3,007,212
0
636,000
1,564,272
973,011
3,160,000
0
439,002
0
0
3,300,000
0
1,349,147
22,327,518
2,148,660
0
6,530,202
28,781
2,519,687
2,430,854
350,000
1,870,000
0
3,713,150
986,854
85,364
459,985
151,235
491,095
461,097
1,951,925
5,903,080
1,400,000
851,000
71 6,106
1,818,348
2,200,000
0
1,395,075
120,000
0
3,019,678
0
2,855,013
6,792,997
WATER - REPLACEMENT 4,159,407 3,457,473 4,667,424 2,382,000 2,396,860
TOTAL CAPITAL FUNDS 69,570,013 79,153,030 106,047,656 56,665,359 53,647,046
Note: Revenues include interfund loans and transfers in.
CITY OF CARLSBAD
CAPITAL FUNDS
BUDGET EXPENDITURE SCHEDULE
2001 -2002 2002-2003 2003-2004
FUND ACTUAL ACTUAL ESTIMATED
ASSESSMENT DISTRICTS 1,136,432
BTDW - POINSElTIA LANE/AVIARA PKW'r
BTD#3 - CANNON ROAD WEST
CFD #1 - CITYWIDE
CFD #2 - RANCHO SANTA FE ROAD
GAS TAX
GENERAL CAPITAL CONST.
GOLF COURSE
GRANTS - FEDERAL
GRANTS - STATE
INFRASTRUCTURE REPLACEMENT
OTHER
PARK FEE ZONES 5,13,16
PARK-IN-LIEU NE
PARK-IN-LIEU NW
PARK-IN-LIEU SE
PARK-IN-LIEU SW
PLANNED LOCAL DRAIN'G
PUBLIC FACILITIES FEE
REDEVELOPMENT VILLAGE
REDEVELOPMENT SCCRDA
SEWER BENEFIT AREAS
SEWER CONNECTION
SEWER REPLACEMENT
TDA
TRAFFIC IMPACT FEE
TRANSNET/Bl KE
TRANSNET/HIGHWAY
TRANSNET/LOCAL
TRANSNETKTP
WATER - MAJOR FACILITY
WATER - RECYCLED WATER
1,169,980
133,140
17,048,549
1,100,912
1,874,437
1,475,917
81,387
342,827
2,449,474
842,691
296,300
3,868
204,833
424,109
624,978
130,995
394.569
5,954,871
497,112
0
332,469
9,321,046
2,081,600
146,114
193,236
0
113,126
5,470,554
699,451
2,494,192
533,672
398,374
1,089,644
366,929
563,394
6,849,077
3,069,646
702,114
93,341
208,510
475,336
1,290,712
199,220
14,447
59,593
366,504
4,379,059
0
574,220
3,758,660
53,069
0
1,219,939
2,337,279
955,688
136,933
402,011
70,104
128,474
1,030,601
486,421
1,839,043
9,973,773
504,997
1,302,742
2,219,489
477,796
13,280,871
688,531
2,761,153
51,611
319,042
0
446,768
47,536
452
24,685
704,000
1,000,000
0
145,667
3,713,675
15,206
368,586
978,451
1,310,906
3,278,312
158,560
96,856
41,384
70,020
5,528,990
94,880
2,978,042
18,596,145
WATER - REPLACEMENT 1,643,575 3,155,390 2,441,082
TOTAL CAPITAL FUNDS 59,882,858 46,247,505 63,646,435
2003-2004 2004-2005 2004-2005
CONTINUING NEW TOTAL CIP
APPROPR. APPROPR. APPROPR.
357,753
1,229,607
33,030
65,831
22,021.51 3
4,231,633
3,646,613
988,000
851,434
240,000
672,288
455,069
0
1,661,040
0
0
216,005
4,622,528
31,387,262
1,845
255,000
4,951,085
7,707,909
11,901,190
0
2,417,024
0
1,753,831
5,509,131
212,951
4,596,473
17,703,564
0
1,190,000
925,000
11 0,000
0
805,000
9,033,800
350,000
1,870,OOO
35,000
1,037,000
1,041,854
0
0
0
0
550,000
1,365,524
6,158,308
1,380,000
851 ,000
0
12,305,941
2,581,014
0
120,000
0
3,093,000
0
853,500
159,527
1,797,708
357,753
2,419,607
958,030
175,831
22,021,513
5,036,633
12,680,413
1,338,000
2,721,434
275,000
1,709,288
1,496,923
0
1,661,040
0
0
766,005
5,988,052
37,545,570
1,381,845
1,106,000
4,951,085
20,013,850
14,482,204
0
4,214,732
120,000
1,753,831
8,602,131
212,951
5,449,973
17,863,091
6,971,016 3,960,488 10,931,504
136,660,625 51,573,664 188,234,289
CITY OF CARLSBAD
CAPITAL FUNDS
ANALYSIS OF AVAILABLE BALANCES
2004 TO BUILDOUT
EAR 1 2004 - 2005 1 BEG1 NNl NG
FUND BAL 7/1 I2003
ASSESSMENT DISTRICTS 40,655
BTD#2 - POINSElTIA LANE/AVIARA PKWY 5,037,861
BTD#3 - CANNON ROAD WEST 1,051,775
CFD #1 - CITYWIDE 33,078,679
CFD #2 - RANCHO SANTA FE ROAD 84,788
GAS TAX 1,201,585
GENERAL CAPITAL CONST. 41,816,683
GOLF COURSE 170,389
GRANTS - FEDERAL 13,530
GRANTS - STATE 76,217
INFRASTRUCTURE REPLACEMENT 9,851,868
OTHER 1,724,617
PARK FEE ZONES 5,13,16 739,035
PARK-IN-LIEU NE 61,595
PARK-IN-LIEU NW 736,164
PARK-IN-LIEU SE 689,614
PARK-IN-LIEU SW 1,109,204
PLANNED LOCAL DRAIN'G 3,497,766
PUBLIC FACILITIES FEE 1,898,523
REDEVELOPMENT VILLAGE 853,035
REDEVELOPMENT SCCRDA 3,310
SEWER BENEFIT AREAS 788,988
SEWER CONNECTION 24,220,268
SEWER REPLACEMENT 6,953,290
TDA 146,829
TRAFFIC IMPACT FEE 5,708,968
TRANSN ET/BlKE 968
TRANSNET/HIGHWAY 56,518
TRANSNET/LOCAL 321,682
TRANSN ET/STP 50,301
WATER - MAJOR FACILITY 3,868,493
WATER - RECYCLED WATER 752,809
REVENUE
0
2,148,660
0
6,530,202
28,781
2,519,687
2,430,854
350,000
1,870,000
0
3,713,150
986,854
85,364
459,985
151,235
491,095
461,097
1,951,925
5,903,080
1,400,000
851,000
716,106
1,818,348
2,200,000
0
1,395,075
120,000
0
3,019,678
0
2,855,013
6,792,997
EXPENDITURES
0
1,190,000
925,000
110,000
0
805,000
9,033,800
350,000
1,870,000
35,000
1,037,000
1,041,854
0
0
0
0
550,000
1,365,524
6,158,308
1,380,000
851,000
0
12,305,941
2,581,014
0
1,797,708
120,000
0
3,093,000
0
853,500
159,527
ENDING
40,655
5,996,521
126,775
39,498,881
1 13,569
2,916,272
35,213,737
170,389
13,530
41,217
12,528,018
1,669,617
824,399
521,580
887,399
1,180,709
1,020,302
4,084,167
1,643,295
873,035
3,310
1,505,094
13,732,675
6,572,276
146,829
5,306,334
968
56,518
248,360
50,301
5,870,005
7,386,279
WATER - REPLACEMENT 6,019,903 2,396,860 3,960,488 4,456,275
TOTAL 1 52,625,909 53,647,046 51,573,664 154,699,291
(1) Beginning balance on 7/1/2004 is net of continuing appropriations.
CITY OF CARLSBAD
CAPITAL FUNDS
ANALYSIS OF AVAILABLE BALANCES
2004 TO BUILDOUT
EAR 2 2005 - 2006 1 BEGINNING
FUND BAL 7/1/2004 REVENUE EXPENDITURES ENDING
ASSESSMENT DISTRICTS 40,655 0 0 40,655
BTD#2 - POINSElTIA LANUAVIARA PKWY 5,996,521 1,133,153 0 7,129,674
BTD#3 - CANNON ROAD WEST 126,775 558,206 0 684,981
4,158,652 9,560,000 34,097,532 CFD #1 - CITYWIDE 39,498,881
CFD #2 - RANCHO SANTA FE ROAD 113,569 58,964 0 172,533
GAS TAX 2,916,272 1,700,000 785,000 3,831,272
35,961,237 GENERAL CAPITAL CONST. 35,213,737 1,060,000 31 2,500
GOLF COURSE 170,389 28,650,000 28,650,000 170,389
GRANTS - FEDERAL 13,530 1,804,000 . 1,804,000 13,530
GRANTS - STATE 41,217 0 0 41,217
INFRASTRUCTURE REPLACEMENT 12,528,018 3,824,545 985,000 15,367,563
OTHER 1,669,617 0 1,508,000 161,617
PARK FEE ZONES 5,13,16 824,399 137,544 0 961,942
PARK-IN-LIEU NE 521,580 191,105 0 71 2,685
PARK-IN-LIEU NW 887,399 109,720 860,000 137,119
PARK-IN-LIEU SE 1,180,709 491,095 0 1,671,804
PARK-IN-LIEU SW 1,020,302 298,880 0 1,319,182
5,504,062 PLANNED LOCAL DRAIN'G 4,084,167 1,419,895 0
PUBLIC FACILITIES FEE 1,643,295 5,197,810 5,436,000 1,405,106
REDEVELOPMENT VILLAGE 873,035 0 0 873,035
REDEVELOPMENT SCCRDA 3,310 0 0 3,310
SEWER BENEFIT AREAS 1,505,094 91 2,526 0 2,417,620
SEWER CONNECTION 13,732,675 5,509,838 11,392,034 7,850,479
SEWER REPLACEMENT 6,572,276 2,200,000 4,285,403 4,486,873
TDA 146,829 0 0 146,829
TRAFFIC IMPACT FEE 5,306,334 1,680,286 1,218,430 5,768,190
TRANSN ET/BlKE 968 0 0 968
TRANSNETMIGHWAY 56,518 0 0 56,518
TRANSNET/LOCAL 248,360 2,550,000 2,600,000 198,360
TRANSN ET/STP 50,301 0 0 50,301
WATER - MAJOR FACILITY 5,870,005 2,856,091 1,416,700 7,309,397
WATER - RECYCLED WATER 7,386,279 7,795,625 7,929,932 7,251,972
WATER - REPLACEMENT 4,456,275 9,691,597 5,899,500 8,248,372
TOTAL 154,699,291 83,989,531 84,642,499 154,046,323
CITY OF CARLSBAD
CAPITAL FUNDS
ANALYSIS OF AVAILABLE BALANCES
2004 TO BUILDOUT
YEAR 3 2008 - 2007 i BEGINNING
FUND BAL 7/1/2005 REVENUE EXPENDITURES ENDING
ASSESSMENT DISTRICTS 40,655 0 0 40,655
BTD#2 - POINSETTIA LANWAVIARA PKWY
BTD#3 - CANNON ROAD WEST
CFD #1 - CITYWIDE
CFD #2 - RANCHO SANTA FE ROAD
GAS TAX
GENERAL CAPITAL CONST.
GOLF COURSE
GRANTS - FEDERAL
GRANTS - STATE
INFRASTRUCTURE REPLACEMENT
OTHER
PARK FEE ZONES 5,13,16
PARK-IN-LIEU NE
PARK-IN-LIEU NW
PARK-IN-LIEU SE
PARK-IN-LIEU SW
PLANNED LOCAL DRAIN'G
PUBLIC FACILITIES FEE
REDEVELOPMENT VILLAGE
REDEVELOPMENT SCCRDA
SEWER BENEFIT AREAS
SEWER CONNECTION
SEWER REPLACEMENT
TDA
TRAFFIC IMPACT FEE
TRANSN ET/BIKE
TRANSN ET/HIGH WAY
TRANSN ET/LOCAL
TRANSN ET/STP
WATER - MAJOR FACILITY
WATER - RECYCLED WATER
7,129,674
684,981
34,097,532
172,533
3,831,272
35,961,237
170,389
13,530
41,217
15,367,563
161,617
961,942
712,685
137,119
1,671,804
1,319,182
5,504,062
1,405,106
873,035
3,310
2,417,620
7,850,479
4,486,873
146,829
5,768,190
968
56,518
198,360
50,301
7,309,397
7,251,972
1 14,003
602,918
3,389,155
690,146
1,750,000
1,250,000
0
0
0
3,939,281
0
197,551
453,319
269,851
457,763
32,222
1,185,160
4,501,225
0
0
799,240
5,292,253
4,200,000
0
1,648,903
0
0
3,609,000
0
2,241,676
160,000
0
600,000
10,752,000
0
985,000
0
0
0
0
0
0
0
0
0
1,250,000
0
0
0
0
0
2,000,000
5,933,944
2,979,738
0
370,000
0
0
3,459,000
0
355,000
7,409,527
7,243,677
687,899
26,734,687
862,679
4,596,272
37,211,237
170,389
13,530
41,217
19,306,843
161,617
1,159,493
1,166,004
406,970
879,567
1,351,404
6,689,222
5,906,331
873,035
3,310
1,216,860
7,208,788
5,707,135
146,829
7,047,093
968
56,518
348,360
50,301
9,196,073
2,445
WATER - REPLACEMENT 8,248,372 9,737,229 500,000 17,485,601
TOTAL 154,046,323 46,520,895 36,594,209 163,973,009
as
CITY OF CARLSBAD
CAPITAL FUNDS
ANALYSIS OF AVAILABLE BALANCES
2004 TO BUILDOUT
YEAR 4 2007 - 2008 1 BEGINNING
FUND BAL 7/1/2006 REVENUE EXPENDITURES ENDING
ASSESSMENT DISTRICTS 40,655 0 0 40,655
BTD#2 - POINSETTIA LANE/AVIARA PKWY
BTD#3 - CANNON ROAD WEST
CFD #1 - CITYWIDE
CFD #2 - RANCHO SANTA FE ROAD
GAS TAX
GENERAL CAPITAL CONST.
GOLF COURSE
GRANTS - FEDERAL
GRANTS - STATE
INFRASTRUCTURE REPLACEMENT
OTHER
PARK FEE ZONES 5,13,16
PARK-IN-LIEU NE
PARK-IN-LIEU NW
PARK-IN-LIEU SE
PARK-IN-LIEU SW
PLANNED LOCAL DRAIN'G
PUBLIC FACILITIES FEE
REDEVELOPMENT VILLAGE
REDEVELOPMENT SCCRDA
SEWER BENEFIT AREAS
SEWER CONNECTION
SEWER REPLACEMENT
TDA
TRAFFIC IMPACT FEE
TRANSNET/BIKE
TRANSNET/HIGHWAY
TRANSNET/LOCAL
TRANSNETSTP
WATER - MAJOR FACILITY
WATER - RECYCLED WATER
7,243,677
687,899
26,734,687
862,679
4,596,272
37,211,237
170,389
13,530
41,217
19,306,843
161,617
1,159,493
1,166,004
406,970
879,567
1,351,404
6,689,222
5,906,331
873,035
3,310
1,216,860
7,208,788
5,707,135
146,829
7,047,093
968
56,518
348,360
50,301
9,196,073
2,445
0
384,740
1,632,772
41 1,000
1,800,000
320,000
0
0
0
4,057,459
0
143,751
191,105
62,273
0
2,222
447,054
3,168,491
0
0
341,790
668,518
2,200,000
0
968,955
0
0
2,450,000
0
936,659
160,000
0
0
10,752,000
0
800,000
0
0
0
0
0
0
0
0
320,000
0
0
0
0
0
0
100,000
935,506
996,770
0
370,000
0
0
2,600,000
0
2,012,300
159,527
7,243,677
1,072,639
17,615,460
1,273,679
5,596,272
37,531,237
170,389
13,530
41,217
23,364,303
161,617
1,303,244
1,357,108
149,244
879,567
1,353,626
7,136,276
9,074,822
873,035
3,310
1,458,650
6,941,799
6,910,365
146,829
7,646,048
968
56,518
198,360
50,301
8,120,432
2,918
WATER - REPLACEMENT 17,485,601 2,401,249 652,900 19,233,950
TOTAL 163,973,009 22,748,039 19,699,003 167,022,045
CITY OF CARLSBAD
CAPITAL FUNDS
ANALYSIS OF AVAILABLE BALANCES
2004 TO BUILDOUT
YEAR 5 2008 - 2009 i BEGINNING
FUND BAL 7/1/2007 REVENUE EXPENDITURES ENDING
ASSESSMENT DISTRICTS 40,655 0 0 40,655
BTD#2 - POINSETTIA LANUAVIARA PKWY
BTDM - CANNON ROAD WEST
CFD #1 - CITYWIDE
CFD #2 - RANCHO SANTA FE ROAD
GAS TAX
GENERAL CAPITAL CONST.
GOLF COURSE
GRANTS - FEDERAL
GRANTS - STATE
INFRASTRUCTURE REPLACEMENT
OTHER
PARK FEE ZONES 5,13,16
PARK-IN-LIEU NE
PARK-IN-LIEU NW
PARK-IN-LIEU SE
PARK-IN-LIEU SW
PLANNED LOCAL DRAIN'G
PUBLIC FACILITIES FEE
REDEVELOPMENT VILLAGE
REDEVELOPMENT SCCRDA
SEWER BENEFIT AREAS
SEWER CONNECTION
SEWER REPLACEMENT
TDA
TRAFFIC IMPACT FEE
TRANSNET/BIKE
TRANSNET/HIGHWAY
TRANSNET/LOCAL
TRANSNET/STP
WATER - MAJOR FACILITY
WATER - RECYCLED WATER
7,243,677
1,072,639
17,615,460
1,273,679
5,596,272
37,531,237
170,389
13,530
41,217
23,364,303
161,617
1,303,244
1,357,108
149,244
879,567
1,353,626
7,136,276
9,074,822
873,035
3,310
1,458,650
6,941,799
6,910,365
146,829
7,646,048
968
56,518
198,360
50,301
8,120,432
2,918
0
384,740
2,032,561
248,250
2,050,000
0
0
0
0
4,179,183
0
143,751
191,105
121,581
0
2,222
552,752
2,417,954
0
0
341,790
650,686
2,200,000
0
1,058,034
0
0
1,193,154
0
4,010,862
160,000
0
0
1 10,000
0
2,230,000
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
355,000
937,169
91 5,999
0
370,000
0
0
1,370,000
0
11,475,000
159,527
7,243,677
1,457,379
19,538,021
1,521,929
5,416,272
37,531,237
170,389
13,530
41,217
27,543,486
161,617
1,446,995
1,548,213
270,825
879,567
1,355,848
7,689,028
11,492,777
873,035
3,310
1,445,440
6,655,316
8,194,366
146,829
8,334,082
968
56,518
21,514
50,301
656,294
3,391
WATER - REPLACEMENT 19,233,950 2,460,000 3,900,500 17,793,450
TOTAL 167,022,045 24,398,626 21,823,195 169,597,476
CITY OF CARLSBAD
CAPITAL FUNDS
ANALYSIS OF AVAILABLE BALANCES
2004 TO BUILDOUT
YEAR 6-10 2009 - 2014 i BEGINNING
FUND BAL 7/1/2008 REVENUE EXPENDITURES ENDING
ASSESSMENT DISTRICTS 40,655 0 0 40,655
BTD#2 - POINSElTIA LANE/AVIARA PKWY
BTD#3 - CANNON ROAD WEST
CFD #1 - CITYWIDE
CFD #2 - RANCHO SANTA FE ROAD
GAS TAX
GENERAL CAPITAL CONST.
GOLF COURSE
GRANTS - FEDERAL
GRANTS - STATE
INFRASTRUCTURE REPLACEMENT
OTHER
PARK FEE ZONES 5,13,16
PARK-IN-LIEU NE
PARK-IN-LIEU NW
PARK-IN-LIEU SE
PARK-IN-LIEU SW
PLANNED LOCAL DRAIN'G
PUBLIC FACILITIES FEE
REDEVELOPMENT VILLAGE
REDEVELOPMENT SCCRDA
SEWER BENEFIT AREAS
SEWER CONNECTION
SEWER REPLACEMENT
TDA
TRAFFIC IMPACT FEE
TRANSNET/BIKE
TRANSNET/HIGHWAY
TRANSNET/LOCAL
TRANSNET/STP
WATER - MAJOR FACILITY
WATER - RECYCLED WATER
7,243,677
1,457,379
19,538,021
1,521,929
5,416,272
37,531,237
170,389
13,530
41,217
27,543,486
161,617
1,446,995
1,548,213
270,825
879,567
1,355,848
7,689,028
11,492,777
873,035
3,310
1,445,440
6,655,316
8,194,366
146,829
8,334,082
968
56,518
21,514
50,301
656,294
3,391
2,900,160
1,547,241
3,637,718
628,900
10,510,000
0
0
0
0
20,500,000
0
870,642
1,168,851
71 1,696
0
573,315
3,279,291
12,440,389
0
0
2,032,852
2,826,742
11,000,000
0
5,254,696
0
0
0
0
6,673,762
765,000
0
1,000,000
13,222,000
0
15,185,000
31,116,000
0
0
0
2,500,000
0
0
0
600,000
0
0
2,283,000
29,287,177
851,215
0
0
4,656,782
5,539,661
0
4,085,000
0
0
0
0
7,299,100
764,013
10,143,837
2,004,620
9,953,739
2,150,829
741,272
6,415,237
170,389
13,530
41,217
45,543,486
161,617
2,317,637
2,717,064
382,521
879,567
1,929,163
8,685,319
(5,354,012)
21,820
3,310
3,478,292
4,825,276
13,654,705
146,829
9,503,778
968
56,518
21,514
50,301
30,957
4,378
WATER - REPLACEMENT 17,793,450 12,800,000 3,625,660 26,967,790
TOTAL 169,597,476 100,121,254 122,014,608 147,704,122
CITY OF CARLSBAD
CAPITAL FUNDS
ANALYSIS OF AVAILABLE BALANCES
2004 TO BUILDOUT
2014 to Bulldout i BEGINNING
FUND BAL 7/1/2013 REVENUE EXPENDITURES ENDING
ASSESSMENT DISTRICTS 40,655 0 0 40,655
BTDW - POINSETIA LANEIAVIARA PKWY
BTD#3 - CANNON ROAD WEST
CFD #1 - CITYWIDE
CFD #2 - RANCHO SANTA FE ROAD
GAS TAX
GENERAL CAPITAL CONST.
GOLF COURSE
GRANTS - FEDERAL
GRANTS - STATE
INFRASTRUCTURE REPLACEMENT
OTHER
PARK FEE ZONES 5,13,16
PARK-IN-LIEU NE
PARK-IN-LIEU NW
PARK-IN-LIEU SE
PARK-IN-LIEU SW
PLANNED LOCAL DRAIN'G
PUBLIC FACILITIES FEE
REDEVELOPMENT VILLAGE
REDEVELOPMENT SCCRDA
SEWER BENEFIT AREAS
SEWER CONNECTION
SEWER REPLACEMENT
TDA
TRAFFIC IMPACT FEE
TRANSNETIBIKE
TRANSNETIHIGHWAY
TRANSNETILOCAL
TRANSN ETISTP
WATER - MAJOR FACILITY
WATER - RECYCLED WATER
10,143,837
2,004,620
9,953,739
2,150,829
741,272
6,415,237
170,389
13,530
41,217
45,543,486
161,617
2,317,637
2,717,064
382,521
879,567
1,929,163
8,685,319
(5,354,012)
21,820
3,310
3,478,292
4,825,276
13,654,705
146,829
9,503,778
968
56,518
21,514
50,301
30,957
4,378
2,213,460
27,600
2,205,255
0
16,643,344
0
2,737,200
0
0
25,200,000
0
569,950
1,312,458
907,412
0
415,542
3,687,669
6,523,499
0
450,000
1,513,994
1,758,276
16,477,592
0
2,913,848
0
0
0
0
3,913,226
0
9,583,344
400,000
9,675,000
0
16,000,000
0
2,737,200
0
0
5,000,000
0
2,626,000
4,000,000
1,280,000
800,000
2,300,000
12,215,000
5,193,000
0
451,000
3,277,592
2,172,191
9,837,764
0
6,030,000
0
0
0
0
3,624,900
0
2,773,953
1,632,220
2,483,994
2,150,829
1,384,616
6,415,237
170,389
13,530
41,217
65,743,486
161,617
261,587
29,522
9,934
79,567
44,705
157,988
(4,023,513)
21,820
2,310
1,714,694
4,411,361
20,294,533
146,829
6,387,626
968
56,518
21,514
50,301
319,283
4,378
WATER - REPLACEMENT 26,967,790 21,620,000 2,762,100 45,825,690
TOTAL 147,704,122 11 1,090,325 99,965,091 158,829,356
33
CITY OF CARLSBAD
CAPITAL FUNDS
ANALYSIS OF AVAILABLE BALANCES
2004 TO BUILDOUT
GRAND TOTALS ALL YEARS I BEGINNING TOTAL TOTAL
FUND BALANCE REVENUE EXPENDITURES ENDING
ASSESSMENT DISTRICTS 40,655 0 0 40,655
BTDM - POINSETTIA LANWAVIARA PKWY
BTD#3 - CANNON ROAD WEST
CFD #1 - CITYWIDE
CFD #2 - RANCHO SANTA FE ROAD
GAS TAX
GENERAL CAPITAL CONST.
GOLF COURSE
GRANTS - FEDERAL
GRANTS - STATE
INFRASTRUCTURE REPLACEMENT
OTHER
PARK FEE ZONES 5,13,16
PARK-IN-LIEU NE
PARK-IN-LIEU NW
PARK-IN-LIEU SE
PARK-IN-LIEU SW
PLANNED LOCAL DRAIN'G
PUBLIC FACILITIES FEE
REDEVELOPMENT VILLAGE
REDEVELOPMENT SCCRDA
SEWER BENEFIT AREAS
SEWER CONNECTION
SEWER REPLACEMENT
TDA
TRAFFIC IMPACT FEE
TRANSNEnBlKE
TRANSNET/HIGHWAY
TRANSNET/LOCAL
TRANSNETKTP
WATER - MAJOR FACILITY
WATER - RECYCLED WATER
5,037,861
1,051,775
33,078,679
84,788
1,201,585
41,816,683
170,389
13,530
76,217
9,851,868
1,724,617
739,035
61,595
736,164
689,614
1,109,204
3,497,766
1,898,523
853,035
3,310
788,988
24,220,268
6,953,290
146,829
5,708,968
968
56,518
321,682
50,301
3,868,493
752,809
8,509,436
3,505,445
23,586,316
2,066,041
36,973,031
5,060,854
31,737,200
3,674,000
0
65,413,618
986,854
2,148,552
3,967,927
2,333,770
1,439,953
1,785,500
12,523,746
40,152,449
1,400,000
1,301,000
6,658,298
18,524,660
40,477,592
0
14,919,796
120,000
0
12,821,832
0
23,487,290
15,833,622
10,773,344
2,925,000
54,181,000
0
36,790,000
40,462,300
31,737,200
3,674,000
35,000
9,522,000
2,549,854
2,626,000
4,000,000
3,060,000
2,050,000
2,850,000
15,863,524
46,074,485
2,231,215
1,302,000
5,732,592
38,333,567
27,136,349
0
14,241,138
120,000
0
13,122,000
0
27,036,500
16,582,053
2,773,953
1,632,220
2,483,994
2,150,829
1,384,616
6,415,237
170,389
13,530
41,217
65,743,486
161,617
261,587
29,522
9,934
79,567
44,705
157,988
(4,023,513)
21,820
2,310
1,714,694
4,411,361
20,294,533
146,829
6,387,626
968
56,518
21,514
50,301
319,283
4,378
WATER - REPLACEMENT 6,019,903 61,106,935 2i,3oiti4a 45,825,690
TOTAL 152,625,909 442,515,717 436,312,269 158,829,356
Exhibit 2
Fee per gross acre
Area / Basin Name
CITY OF CARLSBAD
PROPOSED REVISIONS TO THE MASTER FEE SCHEDULES
JUNE 2004
FOR INFORMATIONAL PURPOSES ONLY
These fees are increased annually based upon an index as stated in the resolutions or ordinances
establishing the fees.
Current Revised Chanae
Affordable housing credit $43,000 $43,000 $0
Current Revised
Low High Low High
Runoff Runoff Runoff Runoff
License Tax on New Construction-mobile homes $1,561 $1,582 $21
Traffic Impact
Current Revised Chanae
Traffic Impact Fee - Residnt'l Cost Per Trip (Out of CFD) $98 $101 3
Traffic Impact Fee - Commrc'lllndust Cost Per Trip (Out of CFD)
Traffic Impact Fee - Residnt'l Cost Per Trip (Inside CFD)
40 41
64 66
Traffic Impact Fee - Commrc'lllndust Cost Per Trip (Inside CFD) 26 26 0
IPlanned Local Drainane Area Fees I
A Buena Vista Lagoon
B Agua Hedionda Lagoon
C Encinas Creek
D Batiquitos Lagoon
$1,837 $3,007
3,949 6,463
2,953 4,832
40 66
$1,865 $3,052
4,009 6,560
2,997 4,905
41 67
Sewer Connection Fees
Current Revised Chanae
General Capacity Fee All Areas $927 $927 $0
Sewer Benefit Area Fees
Current Revised Channe
Area C $ 1,645 $ 1,675 $ 30
Area D 1,648 1,678 30
Area E 2,430 2,475 45
Area F 2,443 2,488 45
Area H 808 808
Bridge & Thoroughfare District #2 Fees Current Revised Change
Zone 5 $239 $246 $7
Zone 20 1,242 1,278 36
Zone 21 990 1,032 42
Bridge & Thoroughfare District #3 Fees Current Revised Change
Fee per ADT $1 38 $140 $2
IAgricultural Mitigation Fees Current Revised Chanael
I $8.858 $9.744 $8861
F=theMbmmdmof~e
From: Carrie Loya-Smalley
To: Ray Patchett
Date: 5/18/04 1 1 :54AM
Subject: Drainage Projects at RCMHP
Per Council's request attached is a summary sheet of the three drainage projects adjacent to the Rancho Carlsbad Mobile Home Park. I've also attached the Technical Appendix sheets for each of the three individual projects, which includes more detailed information.
Please let me know if you need any additional information.
Carrie Loya-Smalley City of Carlsbad Engineering Department Phone 760-602-2746 Fax 760-602-8562
cc: Cindee Hollingsworth; David Hauser; Helga Stover; Lisa Hildabrand
2 0 F e z
n
o Cn W
I- o W G PL e
a I-
o
- 2
0 c .- E
Ei
8
& 0
v) m a,
-
.. n W W z I- o w i$ n
v) a, a, LL s J a
2 0 F= e z
n
o u) W
I- o w
PL e
5
a
2 I-
0
-
2 0 i= e
0 0
0 0
O?
x 0
II
UJ 0 0
m
IC)
-
IC)
Y ! Y
Table 52: Average Amount of Money Allocated to Different Proposals.
N Minimum Maximum Mean Std Deviation
977 0 100 26.02 25.722
Interconnecting Trails 977 0 100 25.91 23.045
Open Space and Trails Park 977 0 100 25.01 22.581
Active Use Parks 977 0 100 23.07 24.889
' '' 4 and Protected Open
Valid N (listwise) 977
Figure 2 illustmtes that the docation for each of the four proposals did not deviate much hm
$25. Of the 1,007 respondents in 2003, 1 18 allotted $25 to each proposal. One possible
interpretation of this pattern is that these individuals didn't have an opinion on these proposals, so we
also made comparisons of the allocations to the different proposals with these individuals removed from
the analysis. Removing these individuals from the comparisons among the proposals had no signtscant
impact on the results.
City of Carlsbad 2003 Public Opinion Survey Report; SBRI 58
Table 53: Rankings of the Open Space Proposals.
1 Firstchoice 2 SecondChoice 3 Thirdchoice 4 Fourthchoice
Preserved and Protected Count 188 136 155 I28
YO 3 1 .O% 22.4% 25.5% 21.1% Open Space Ranking
Interconnecting Trails count 162 194 170 16
% 29.9% 35.8% 31.4% 3.oyo
Open Space & Trails count 140 188 214 52
YO 23.6% 31.6% 36.0% 8.8% Park
Active Use Park Count 168 116 130 150
% 29.8% 20.6% 23.0% 26.6%
Figure 3: Preserved and Protected Open Space.
IrJIrn
First Choice Third Choice
Second Choice Fourth Choice
City of Carlsbad 2003 Public Opinion Survey Report; SBRI 60
r i a L (I
W W ul
.-
I .i I&*.
k GREEN
CONTINUED FROM F1
Veoetation b found
to be physically
rest ora t ive
In a series of experiments with children, Kuo and col- leagues Andrea Faber Taylor and William Sullivan have shown a link between nearby nature and attentional skills. In one study a few years ago, among 169 urban children, girls tended to score better on tests of self- including skills such as concentration and abili- ty to resist impulse - when mothers reported more natural views from the home. But the effect was not found in boys, Kuo says of the re- search. ‘We thought it might
be because the boys are not home very much,” compared with girls, who play more often at home. “And everything
we’ve done since seems to be confirming that.”
How green?
Instead of just asking how natural the immediate sur- roundings of the children’s homes were, later research asked parents to characterize the greenness of the place where their children played most often. ‘The place they ac- tually play in - that very strongly and consistentlypre- dicts how well they’re doing,”
Kuo said. One study of attentional skills focused on children with attentiondeficit disorder. Par- ents of the 7- to 12-year-olds in that study reported less severe attention difficulties when their kids had spent playtime in a natural area, rather than other settirgs. The greener a child’s
play $ea, the iess severe the at- tenticn problems, the data showd.
Newer, not-yet-published re- search heips nail down the na-
ture-attention cmnecion. said Kuo. who with Sullivan founded their university‘s Human-Envi-
ronnent Research Laboratori. Inste:id oireiying on parents’ reports, rhe new research test- ed chiidren’s ability to focus on a specilic task, she said. .+gain. nature helped. A compleaentary study. us- ing subjects who were enlisted through the Internet. found that nature could exert its posi- tive effect on a broad popda tion of youngsters with atten-
tiondeficit problems. The benefits were detected in kids from 5 to Byears-old. in boys as well as &Is. in every income bracket studied, across all ranges of symptom severity, and for children with a variety of co-occuning behavioral problems, Kuo said. Also, the effect was found not just in big cities - where a patch of green can be a novelty - but in rural areas. ‘We found it pretty much everywhere we looked,” Kuo said. The study‘s publication is pending in the
AmericanJournal ofpublic
Health. Research from Cornell Uni- versity has likewise found an impact of green space in rural areas - in this case, on chil- dren’s stress levels. That study assessed exposure to nature . based on number of indoor plants, amount of nature seen
in window views, and whether the child’s home has a yard of
grass, dirt or concrete. Among 337 children in grades three to five, those in homes with more nature inside and out appeared to be less affected by stress in their lives. And the more nature, the better. “The data suggest that there is little ‘ceiling effect‘ with respect to the benefits of expo- sure to the natural environ- ment,“ researchers Nancy Wells and Gary Evans wrote
last spring in the journal Envi-
ronment and Behavior. “Even in
a setting with a relative abun-
dance of green landscape,
more appears to be better when
it comes to jolstering cfril- dren’s resilience against stress or adversity.” Green mace offers advan-
tages to adults as well as chi:- dren, research from the Illinois lab has shown. FQr instance:
9 -hnong residents of a Chi-
cago housing project. L\OSZ who lacked nearby nature saw their troubles as more severe, longer-lasting and more intrac- table. Those residents ap peared less able to focus on ad- dressing major life challenges.
The study encompassed 145 residents assigned to different
Among 337
children, those in
homes with more
nature in and out
appeared to be less
affected by stress.
apartments in the housing pro- ject, where buildings were iden- tical but surroundings were
not.
0 Separate data from the same residents showed higher levels of aggression and vio- lence in the people with the more barren surroundings. Results kom these two stud- ies appear related to mental fa- tigue, the researchers reported. Such fatigue can affect how well people fend off unproduc-
tive impulses, handle conflict and keep a lid on their tempers, Kuo said.
0 Lower crime rates appear to accompany buildings with more natural surroundings. Among 98 apartment buildings in another Chicago project, the greener the surroundings, the fewer violent crimes and the fewer property crimes report- ed, researchers found.
ent ’link to aggression may ex- ?lain some of the crime Mer-
ence, another force seems to be
at work, Kuo said - the fact
While mental fatigue’s appar-
tlat green spaces can act 3s “peopie magnets.” “In an innercity area, -Nhere
apartinens are pretty mail or
crowded. if the green space is at all habitable. people go out there, they sw to occ~py hose ;paces, they get to how their neighbors. And that tsasi- cally sets up an informal sort of neighborhood watch,” she ex- plains. Yet nature doesn’t have to be in the neighborhood to pro- mote mental well-being, other research shows. Roadside green space can benefit com- muters, Ohio State’s Nasar and colleague Jean Marie Cackotvs ki reported last fall in Environ- ment and Behavior. The team lint subjected 106 college students to various
stressors in the lab, then mea- sured anger levels. Next the subjects watched one of three videos of drives, one in traflic
on a scenic parkway; another on a garden highway with few man-made structures; and the third on a highway with little
vegetation. Researchers mea- sured anger levels again, as
well as the students’ frustration levels. Those subjects who
viewed the most natural scen- ery showed less frustration. Green spaces may help peo- ple mentally by providing a sense of control in their lives, Nasar said. “Nearby nature is positive even if you don’t use it; if ifs something you know is there, as kind of an escape, you feel better.” For drivers actually on the road, Nasar suggested alleviat- ing hstration by taking safe opportunities - such as while stopped in traffic or at a red light - to shift attention to any greenery in view. Kuo said people should ex- periment with daily doses of greenery. ‘We’re seeing that, amazingly, you can detect e€- fects even after not very much exposure. Even 20 minutes in a
somewhat green place Seems to be better than the same 20
minutes indoors.”
’
SUBJECT: POINSETTIA PARK TENNIS FACILITY
ISSUE: Three organized groups have used Carlsbad High School [9 courts] for many years under a joint use agreement.
CHS is becoming much less available due to increased enrollment [more tennis classes] and securityconcems.
No other facilities exist in Carlsbad to accomodate the existing groups and population growth.
No new courts have been built since 1996.
-l& 'x b+
No new courts are planned except at Poinsettia Park.
SOLUTION: Build the additional 7 "regular" courts at Poinsettia at the earliest possible time
CAPITAL: Staff indicated 80K to 100K per court, therefore, total cost between 560K and 700K.
BENEFITS: Facility will ammodate needs of existing groups and population growth [particularly east of Poinsettia Park].
Will create a site suitable for youth and adult tournaments
No additional cost for operating expenses [occasional court sweeping trades off with current weed control cosfs]
Completion of the 7 regular tennis courts at Poinsettia Park fills in a gap in park creation that was initially planned to be completed in FY2002.
Dependence on joint use of the CHS courts is dearly not a good option now or in the future.
CONCLUSION:
The Council is urged to fund this portion of the Poinsettia Park plan to meet the needs of the current and increasing population of Carlsbad.
From: Geo Strell <gstrell36@yahoo.com>
Date: Mon May 3, 2004 1 :19:18 PM US/Pacific
To: dalcurt@adelphia.net
Subject: Tennis List
Name (Last)
Beyer, Evelyn
Calle, Rita
Cannon, Stephanie
Christiano, Sara
Firman, Dori
Fletcher, Shirley
Freeman, Genevieve
Guldan, Judy
Hansen, Pat
Hood, Cora
Katz, Roz
Kelly, Joan
Lange, Anita
LeMieux, Kathy
Madden, Pamela
Ma nza no, Barbara
Niblo, Sylvia
Prescott, Betty
Roberts, Alma
Scher, Elaine
Shandoff, Jane
Shelly, Joan
Strell, Betty
Vaslow, Ella
Vermilyea, Ruth
Vickers, Gwen
Voertman, Jo
Zappia, Jane
Zografos, Diana
Phone
438-2520
438-4566
72 1-8777
630-01 05
630-9526
434-4355
4334261
634-6602
729-3383
804-1 620
438-3931
720-1 222
431-1245
603-0969
967-2767
434-1667
729-6344
598-031 0
729-86 1 9
434-0452
603-81 16
757-8760
438-2346
431 -8466
753-3276
967-7080
72 1 -6674
431 -91 64
757-0797
Address
1854 Tule Ct. 92009
P.O. Box 130159,92013-0159
3333 Tripoli Way 0 92056
777 Anns Way, #I 3, V 92083
1305 Napoli St 0
4921 Loma Way 92008
900 N Cleveland #59 0 92054
630 W Bluff Ct E 92024
3514 Highland Dr., 92008
7214 Linden Ter 92009
6765 Heath Ct 92009
1368 Cynthia Ln 92008
2640 Acuna Ct 92009
7069 Estrella de Mar #67 92009
1938 S Pacific 0 92054
1250 Hoover St 92009
2629 Valewood 92008
3632 Decora Cir SM 92069
1868 Outrigger Ln 92008
4445 Mayfair Ct 92008
614 Compass Ct 92009
4452 Dulin PI, 0 92057
701 9 Rockrose Ter 92009
7321 Linden Ter 92009
7742 Palenque ST 92009
2180 Castilla Way, 0 92056
161 7 So Pacific St 0 92054
1485 Turquoise Dr 92009
5850 Caminita Encinas 92008
Betty Strell
CARLSBAD SENIORS TENNIS GROUP
Jeff Armour John Bertoldi Bill Beverly Paul and Sandy Blake Mort Block David and Kay Bryant Preston Butler Sy Cra dman
Sal Diele Norm Dobruskin Mike Donahoe Charlie Donnelly Jack Easley Charles and Barbara Ellis Will Engelhard JackFairbanks Ron Goodno Doug Hoffman John Huenneke Roger Jones Haasan Kamib Joe Kearns Fritz Koolhof Krish Klakshmi KriShKUmar Hal Kutler Chuck Letson Frank Maldonado Maren ? Ted Michael Larry Morse Nelson Nemerow Sriniva Praba Jim Redondo Mario Reveles Ted Richter Jim and Renee Rosen Steve Salm Alex Scher Hershel Sakulsky Jim and Martha Sheets Stewart Shinto Charlie Stewart David Wells
V&dA//CA
Doren E urtiss
-5M Dhq
602-20 1 2 929-9759 729-61 12 434-2608 930-9686 438-4775 754-2902 439-21 44 431 -1 21 3 603-8824 720-0673 522-5644 434-5779 72 1 -8067 71 7-71 54 438-81 25 729-0773 43 1 -028 1 51 8-6530 753-5323 729-42 1 3 729-4074 434-761 3 438-3364 724-6564 603-2797 433-7894 967-761 8 729-3571 434-321 6 434-9864 729-79 1 8 942-9407 729-497 1 757-9659 722-53 1 6
434-6992 804-3723 434-0452 720-1 669 433-2907 440-9777 756-2226 434-8876
720-3778
q39-6.po
4346WO March 2004
mrr&b g=oWzS&1 WM
- AMLING, WALLY ;YC M4JOHfE
1650 LEOR4 LANE, LELTCADL4 92024 760-753-9163
BRAUNSTEIN, HENRY & MAE
2033 COLUMBUS WAY, VISTA 760-72 7-941 7 92083
SERNlNG, LOlS
900 N CLEWLAPID S'1' #157R
OCEANSIDE CA 92054 760-721-8929
BOIJCHER, JOE
7113 SAN BARTOLO, CARLSBAD 92009 740-43 1-1 525
cmis'ruiv, LEO BETTE
4961 PARK DRIVE, CARLSBAD 92008 740-729-5395
CLARKE, SALLY
201 EASY PLA4CE, CARLSB'QD 92009 760-438-021 6
COO& DICK & GWlL
2289 CAMEO HD. CAKLSBAD 92008 760-729-3033
DAVIS, HAROLD (HAL)
2390 RISING GLEN CVY #212, CARLSBAD 92008
92234
760-434-0518
6 1 ?-32 8-8 75 1 FERRONE, GEORGE & DORIE
68015 Village Dr, CATHEDR4L ClTY
CA (SCRMMEH YLA4E'ERS)
FORVAL, ALMA
2475 JEFFERSON, #404, CAHLSBAD
5955 HUDSON L4VE, SAN BERWARDINQ
92008
92404
760-729-1 987
909-862-5603
GAIWNER, BiLL & DONN,4
3450 WOODLAND WAY,CARLSBAD 92008
92054
760-729-1016
760-439-7506 GEMNIO, RIIKE 24 DANNY
3474 PEACH TREE WAY, OCEANSIDE
GIBSON, CHUCK Sz DOTTIE
2715 WOODWIND KI), CAKISBAI)
760-434-0743
HAASIS, JACK p(r B-ARBARI
2746 BANFF COURT, CARLSBAD Y2008 760-729-4304
L. H,QGGERTY, JOHN & MARY 3105 BLENKARNE DR. CAHLSBAD 92008 760-729-9528
HILLTARD, EVERETT l? J0.4N
5140 DON RODOLFO, CARLSBAD 92008 760-431-7636
97007 503-52 1-9224
c mail bufickat.aol,com KAIJFENBERG, HAROLD & JUNE
9590 160"'" AVE, BEAVERTON, OK
KINGHORN, JIM & JOAN
2140 BASSWOOD, CARLSBAD 92008 760-729-1 502
LEWIS, JUSTIN & PHYLLIS
605 kL4PLE TRACE
CINCINNATI, OH
45246 5 13-782 -6451
MALONEY, BETTE
3473 BAY LEAF WAY, OCEANSIDE 92057 760-433-1685
NEURL4N, AL & ELLIE
1259 L,4S ViSTILLAS LANE,
L4KE SAN MAHCOS, CA
92069 760-591 -0579
NEWMAN, KAY
401 STILLWATER CT, POST FALLS, ID 83854 208-777-1947
REVELES, MARIO S.
544 Vl3E SI', OCEANSIDE c.: 92054 760-722-5316
RIFKIN, CONNIE
617 VIA BOGOTA, VISTA 760-945-4 13 1 92083
SACKLER, AL & ELIZABETH
2813 FOREST VIEW WAY, CA4RLSBA4D 92008 760-434-6789
SIIOMATE, ZOE
2715 GRENNOCK CT, CARLSBAD 92008 760-434-3209
STRAUSE, BOB & IRENE
3219 HIGHLAND DR, CARLSBAD 93008 760-729-1 670
VOHECK, WALLY & RUTH
1648 VIA OCIOSO, LK SAN RlARCOS
44 EAST SHORE TRAIL, SPAR4T NJ
92069
07871
760-51 0-6996
973-729-2252
92069
07871
760-510-6996
973-729-2252
WORR-ALL, GEORGE
2706 SOCORRO LN, CARLSBAD 92009 760-43 1-01 54
92 054
-.
760-757-1 153
..-
Keeping Fit JACK WILLIAMS
1: i-
I
Tennis brings gold to golden years
Fred DarG is, indeed, in the golden years of life. To look at m- on the tennis court is to see an agilean- tique, a resilient relic largely devoid of rust and Medicare moments. At 82, Darling has more than a dozen miniature gold tennis balls to his name, each a symbol of a national age group championship in dou- bles play. He’s done it since
doors, on clay, grass and hard- court surfaces. And he’s done it without qeeding ice, aspirin, ibuprofen or a serious stretch- ing regimen. No exotic supplements, ei- ther, unless you consider a daily dose of cod liver oil and flaxseed on the cutting edge. “I’ve been fortunate,” he , tells you. “Blessed with good health.”
At an age when many ten- nis players are betrayed by
* wounded knees and hips, leading them to the more joint-friendly challenge of golf, Darling did the opposite.
At an age when many com- plain of back pain, Darling left his in thg redew mirror. “I guess I did it kind of bass-ackwards,’ ” he said. Darling, a resident of La
Jolla, developed a passion fof golf as a youth in Los Angeles.
He caddied and played, reach-
ing a sub20 handicap.
turning 66 -indoors and Out-
‘
o look at his mother lode of senior-tennis awards, it% easy to conclude that
But after injuring his back
, when he fell off a ladder in the Navy during World War 11, his golf game suffered. “I gave it up,” he said. ”Sometimes I would PO out and take a divot,
T
and I would be in bed two or
three days. My back would give out” At age 50, reasonably fX from all the light Wing he did in the garment industry, Dar-
ling tried tennis. Although a far cry €rom handball, in which he had taken two fourth places in LA city champion- ships as a teen, the game awakened his competitive juices. What it didn’t do was aggra- date his back Had the statute of limitations run out? Or was the pain about to drop to his knees?
“Oh, I get a little tender- ness,” he conceded. “I’ve had
both knees arthroscoped (minimally invasive surgery), but recovered quickly.” Next month, Darling will seek another national title in 80-andaver doubles at Mor- gan Run Resort in Rancho Santa Fe. Meanwhile, he works out fie times a week on various tennis courts in San Diego. “One day of the week I may go to the gym, but the tennis keeps me fit I train year-round.”
Darling, who won his first title on grass in 1988, may be prolonging his career by shar-
ing the load with a partner in doubles. “Hopefully, I’ll be
able to complete another five to seven years,” he said. “In doubles, it‘s not just hit-
ting and waiting. It‘s hitting shallow, at the feet, and mov- ing to a certain place.” Darling, who only plays sin- gles when he’s ‘%orsing around: is at the vanguard o a senior tennis movement that has seen participation rise as much as 20 percent per year in the national champion-
ShipS. What he is doing for his self-image and his inventory of gold tennis balls is carrying over to his health. Research reported by the US. Tennis Association indi- cates that, while the aerobic capacity of sedentary individu- als declines 10 percent per de- cade, the decwe is half that among regular tennis players. A study by Dr. Ralph Paf- fenbarger in the New Enghnd
Jounzal ofA4edicine found that those who played tennis at least three times weekly had a 41 percent lower risk of death from coronary heart disease. Because tennis is a weight- bearing exercise, with lateral movement, it also improves balance and prevents the bone deterioration of osteoporosis. “I would recommend it for older people, even if they’re
out of shape,” Darling said. “It‘s a little strenuous, but if you take it easy, you can han- dle it’’ As for golf, there’s no turn- ing back. ‘Too boring,” he said. - 1 0 1 1
City of CarlsbadProposed2004-2005 to BuildoutCapital Improvement Program
20042004--20052005Capital Improvement ProgramCapital Improvement Program99Budget CalendarBudget Calendar99CIP ProcessCIP Process99Development ProjectionsDevelopment Projections99Revenue EstimatesRevenue Estimates99New Facilities New Facilities ––next 5 yearsnext 5 years99Maintenance ProjectsMaintenance Projects99Continuing appropriations Continuing appropriations 99Fee IncreasesFee Increases
Budget CalendarBudget CalendarCouncil MeetingsCouncil Meetings••TodayToday––CIP WorkshopCIP Workshop––Set Public Hearing for June 15Set Public Hearing for June 15thth••June 1June 1––Operating Budget WorkshopOperating Budget Workshop••June 15June 15––Operating Budget and CIPOperating Budget and CIP––Public Hearing and AdoptionPublic Hearing and AdoptionOther Public MeetingsOther Public Meetings••June 9June 9––Citizen’s Budget ForumCitizen’s Budget Forum
Citizen’s Budget ForumCitizen’s Budget Forum•When:Wednesday,June 9th•Where:Faraday Center1635 Faraday Avenue•Time:5:00pmQuestions:Call the Finance Department at (760) 602-2430 for additional information.
OverviewOverviewPlanning documentExpenditures planRevenue planCIP Review Committee
Project ReviewEvaluation of:Construction schedulesStaffing needsFunding availabilityCompliance withGrowth Management
Project Ranking Criteria•Health and Safety•Legal Mandates•Operating Cost Impacts •Compliance with Growth Management •Compliance with Other Standards•Completion of Basic Infrastructure•Funding or Timing Opportunity
20042004--20052005Capital Improvement ProgramCapital Improvement ProgramDevelopment ProjectionsDevelopment Projections
Development ProjectionsWhen will development occur?Sufficient revenues for capital construction?
Residential ConstructionTotal Units toBuildout25,00030,00035,00040,00045,00050,0001990199520002005201020152020+Future Units = 6,806
Residential ConstructionPast and Future05001,0001,5002,0002,50019992000200120022003200420052006200720082009FutureExistingResidential Units
Summit Apts.Summit Apts.Calavera HillsCalavera HillsRobertson Robertson RanchRanchSunny CreekSunny CreekPoinsettia Poinsettia PropertiesPropertiesThompsonThompsonTabataTabataBressi Bressi RanchRanchVillages of La Villages of La CostaCosta87321886453,700 Units –Next 5 years12345678
NonNon--Residential ConstructionResidential ConstructionPast and FuturePast and Future0500,0001,000,0001,500,0002,000,0002,500,00019992000200120022003200420052006200720082009Sq FeetProjectedActual
5.8 million sq ft –next 5 years560,0002.200.000730,000725,000693,000335,000210,000HotelsRestaurantsTimesharesAssisted LivingChurchesTheaterRetailGIA ExpansionCorporate CentersIndustrial
Funding SourcesTotal Revenue = $443 million$0$20$40$60$80$100$120$140$160DevelopmentFeesSpecialDistrictsWater/SewerReplacementInfrastructureReplacementOther SourcesIn MillionsReplacement Revenues = 38%
Development Revenues$144 million•Water and Sewer Connection Fees •Public Facilities Fees •Park In Lieu Fees•Traffic Impact Fees•Planned Local Drainage Fees$0$20$40$60$80$100$120$140$160DevelopmentFeesSpecialDistrictsWater/SewerReplacementInfrastructureReplacementOther Sources
Special Districts$38 million$0$20$40$60$80$100$120$140$160DevelopmentFeesSpecialDistrictsWater/SewerReplacementInfrastructureReplacementOther Sources–CFD#1 -Citywide–* CFD#2 -Rancho Santa Fe Road–BTD#2 -Aviara Pkwy-Poinsettia Lane–BTD#3 -Cannon Road West–(*) Proposed District
Water and Sewer Replacement Funds$102 million$0$20$40$60$80$100$120$140$160DevelopmentFeesSpecialDistrictsWater/SewerReplacementInfrastructureReplacementOther Sources•Transfers from operating funds •Used for replacement of existing facilities
Infrastructure Replacement Funds$65 million•Set aside annually to fundreplacement of city owned facilities$0$20$40$60$80$100$120$140$160DevelopmentFeesSpecialDistrictsWater/SewerReplacementInfrastructureReplacementOther Sources
Other Revenues$94 million$0$20$40$60$80$100$120$140$160DevelopmentFeesSpecialDistrictsWater/SewerReplacementInfrastructureReplacementOther Sources•TransNet allocation•Gas Tax•Redevelopment•Federal and State grants•Other agencies
Project Expenditures2004-05 to Buildout$436 millionParks21%Sewer/Drainage18%Civic22%Loans9%Water9%Streets21%
Review of ProjectsThe next 5 Years…FY 2005 through 2009
CIVIC PROJECTS
Civic Center & Public Works Center$39.3 million•What are the needs of…..–Citizens–City organization•Visioning process:–Citizens–Business community–City workersFunding:CFD No. 1 = $32.2 millionWater Repl. = $4.8 millionSewer Repl. = 2.3 million
Fire Station #6•Public Facilities Fee Fund •Relocate Existing Station•5,000 Square Foot Facility•$3.5 million
Coastal Rail Trail•Bicycle/Pedestrian Trail •Two Phase Project•$2.1 million Phase 1 cost•State & Federal Grants•Matching funds from General Fund
Senior Center CUSD Acquisition•14,000 square feet of office space •$2.2 million total cost•$1.4 million Redevelopment Fund•$800,000 General Fund
Park Development Projects
ÃAviara Aviara Community ParkCommunity ParkÃAlga Norte Park Alga Norte Park ÃHidden Canyon Hidden Canyon ParkParkÃnorthÃGolf CourseGolf CoursePark ProjectsPine School Pine School Park Park
Hidden Canyon Park(formerly named LarwinPark)Total Cost = $1,780,000 •Trails, tot lots, picnic areas, restroom and additional parking at the dog park•Opening in summer 2005
Aviara Community Park $10.7 million(previously appropriated)2004-052005-062006-072007-082008-09Construction•24 acres•Ball field•Soccer field•Basketball courts•Open play and picnic areas•Tot lot
AlgaNortePark -$13.8 millionAquatic Complex-$11.3 million2004-052005-062006-072007-082008-09Construction •Ball fields•Picnic areas•Tot lots•Skate park•Dog park•Aquatic Complex
Park Development –NW Quadrant(Pine School) Total Cost = $6.2 million2004-052005-062006-072007-082008-09Construction–Multi-use field–Basketball courts–Picnic areas–Tot lots–Ornamental garden
Poinsettia ParkMaintenance Building$400,000•Storage for tools and equipment•Small office space
Carlsbad Municipal Golf Course$30 millionChampionship Golf CourseOpening Spring 20072004-052005-062006-072007-082008-09Clearing and grubbingGrading/construction
Carlsbad Municipal GolfCarlsbad Municipal Golf
WATERFALLWATERFALL
CLUBHOUSECLUBHOUSE
Lake Calavera TrailsTotal Cost = $412,5002004-052005-062006-072007-082008-09ConstructionMaster Plan•Funding:–Master Plan–Construction –5 miles of trails–General Capital Construction Fund•Volunteers
Sewer Projects•Encina Water Pollution Control Facility•Sewer Collection System Projects
Encina Projects Next 5 years•Phase V Expansion –$8.4 millionAmount shown is Carlsbad’s share of the total cost.
Vista-Carlsbad InterceptorCannon RI-5 Tamarack AveCarlsbadVillage DriveOCEANSIDEP acific O ceanNEncinaLift StationProject Costs•$2.9 million•$3.6 million•$6.3 million•$10.2 millionoa
North & South Agua Hedionda InterceptorsAgua Hedionda LagoonE l C am ino R ealP a c if ic O c e a n
I n t e r s t a t e 5
Cannon RoadTamarack AveFaraday AveProject Costs•$3.63 million•$620,000•$1.63 million•$8.83 million
DRAINAGE PROJECTSCollege Boulevard/Cannon Road Drainage–15 acre Retention Basin–Planned Local Drainage Area Fees–$1.1 million–Reimbursement to developer–Reduce potential flooding along Agua Hedionda Creek
WATER PROJECTSWater Enterprise Funds•Connection Fees•Replacement Funds•$22.8 million in new appropriations
New PipelinesLEGENDRAILROADFARADAYAVE.PALOMARAIRPORTRD.ELCAMINO R E A L
E L FUERTEST.LACOSTAAVE.A V IA R A PKWY.ALGARD.COLLEGEBL.CANNONRD.B L .A V E N ID A
E N C IN A S RANCHOSANTAFERD.POINSETTIALN.M E L R O S E D R .IN T E R S T A T E 5PALOMARAIRPORT
NOT TO SCALEPACIFICOCEANNEW WATERLINESC A R LS B A D
Pipeline ReplacementMiscellaneous Pipelines•Downtown area•Increase Fire Protection•$1.6 millionSan Marcos Boulevard•Connection to SDCWA Pipeline•Existing Pipeline is over 40 years old•$2.7 million
Lake Calavera Reservoir Improvements•$2.7 million•Water Replacement Fund•Extensive Environmental Studies•Repairs •Construction without draining reservoir
Pump Station•Palomar Airport Road & El Camino Real•Maintenance/Emergency use•$1.2 million•Replacement & Connection Fee Funds
Maerkle Reservoir•15 million gallon underground tank•Provides storage & redundancy•$11.5 million•Connection Fee Funds
Recycled Water Facility$43 million (previously appropriated)•Treatment plant•Pipelines•Pump stations•Flow equalization•Reservoirimprovements•Construction underway
STREET Multiple Funding Sources•Developer Fees•Federal & State GrantsPROJECTS
El Camino Real Widening•Rancho Carlsbad to Sunny Creek Road•North of Cougar Drive•Lisa Street to Crestview Drive•Tamarack Ave to Chestnut AveTransnet & TIF Funds
Carlsbad Boulevard Encina Creek Bridge Replacement•Located south of Palomar Airport Road•Constructed in 1913•Preliminary Estimate $2.3 million•Redevelopment Funds & Federal Grants
Faraday Avenue and Melrose Drive ExtensionCannon RoadCollege BlvdPalomarAirport RoadIn te rs ta te
marack Ave.Faraday Ave.Me lro s e D riv e
(Timing is developer driven.)
Poinsettia Lane$8.1 millionNLA COSTA AVE.ALGA ROADPALOMAREL CAMINO REAL
POINSETTIALANEAVI A RA PARKWAYI-5 BARCELONAC A R L SB A D B L V DAIRPORTROAD LA COSTA AVE.RANCHO SANTA FE ROADI-5BLVD.OLIVENHAINROADLEUCADIAM ELRO SE DRIVECALLE(Timing is developer driven.)
Cannon Rd./College Blvd.E l C a m in o R e a lCollege BlvdPalomarAirport RoadIn te rTamarack AvebadVillage DriveM e
Faraday Ave.C o lle g e B lv d .CannonRoads
(Timing is developer driven.)
Rancho Santa Fe Road Projects$48 millionNLA COSTA AVE.ALGA ROADPALOMAREL CAMINO REAL
POINSETTIALANEA V IA R A PARKWAYI-5 BARCELONAC AR L S B A D B L V DAIRPORTROAD LA COSTA AVE.RANCHO SANTA FE ROADI-5 BLVD.OLIVENHAINROADLEUCADIAM ELRO SE DRIVECALLENorth Phase IIIncluding SM Creek Bridge$18.4 MillionNorth Phase I$26 MillionRancho Santa Fe/Olivenhain Rd Intersection $3.8 Million(Timing is City & developer driven.)
Traffic Signals (8)Total Cost = $1. 6 millionFunding:Gas Tax RevenueGeneral Fund
El Camino Real at Plaza Drive, Hosp Way and Marron RoadTraffic Signal ReplacementTotal Cost = $1.2 million TransNet-Local funding(previously appropriated)
Maintenance Projects$33 million in next 5 yearsQSewer/WaterQDrainageQStreetsQBuildings and parks
Replacement Projects $1,667,000New appropriations for:•Beach access improvements•Calavera Community Center siding•Restroom improvements:–Holiday Park–Laguna Riviera Park•Holiday Park Tot Lot improvements •Cole Library HVAC replacement
Appropriations Carried Forward = $136.7 million•Pine School Park•Aviara Community Park•Alga NortePark and Aquatic Complex•Park Site Acquisition –NE Quadrant•Encina Projects•Vista-Carlsbad Interceptor•Rancho Santa Fe Road Construction•Recycled Water System•Pavement overlay •New Traffic Signals
UnfundedProjects$ 36.6 million1.Palomar Airport Road Widening and Bridge reconstruction2.El Camino Real Widening from Cassia to Camino Vida Roble3.Poinsettia Lane –Reach “E”4.Cannon Road –College Blvd. to city limits
Fees Increases•License Tax on New Construction•Traffic Impact Fee•Planned Local Drainage Area Fees•Sewer Fees•Bridge & Thoroughfare District No. 2 Fees•Bridge & Thoroughfare District No. 3 Fees•Agricultural Mitigation Fee•Housing In-Lieu Fee
Conclusion
Action ItemAction Item1.Set Public Hearing for 2004-05 Operating and Capital Budgets for June 15, 2004.
Blank Slide
Excess Dwelling Unit BankDec. 3, 2002: eliminated 3,200 unitsMaximum at buildout= 48,360Deleted quadrant based bank balancesEstablished Citywide bankStill tracked to ensure compliance with Prop E40 units used from unit bank to-date
PFF Projects beyond 5 years •Fire Station 3 Relocation•Cole Library Expansion•Cannon Lake Park•Pine Community Building•Aviara Community Building•Poinsettia Park Phase II•Leo Carrillo Park Phase III•Carlsbad Boulevard Median –Tamarack to Pine•Traffic Signals (11)