HomeMy WebLinkAbout2007-06-26; City Council; 19057; Operating and CIP Budgets and Revision of FeesCITY OF CARLSBAD, CARLSBAD MUNICIPAL
WATER DISTRICT AND HOUSING AND
REDEVELOPMENT COMMISSION - AGENDA BILL
AB# 19,057
MTG. 06-26-2007
DEPT. FIN
ADOPTION OF THE 2007-08
OPERATING AND CAPITAL
tfljfran/Mtis^ii£E!!tJkt*r> m^s\f*OA HM of ji"W*e™T^IMPROVEMENT PROGRAM BUDGETS
AND REVISION OF FEES AND
CHARGES FOR SERVICES
DEPT. HEAD <& W*
CITY ATTY. (&>-
CITY MfiR | r -
RECOMMENDED ACTION:
1. Hold a public hearing on the City of Carlsbad's, Carlsbad Municipal Water District's, and
Housing and Redevelopment Commission's 2007-08 Operating Budgets, and 2007-08 to
Buildout Capital Improvement Program.
2. Adopt Resolutions No. 2007-154 adopting the final Operating Budgets for 2007-08, and
appropriating funds for the 2007-08 Capital Improvement Program.
3. Adopt Resolution No.1300 _, adopting the water district final Operating Budget and
Capital Improvement Program for Fiscal Year 2006-07 and Fiscal Year 2007-08.
4. Adopt Resolution No.443 ., adopting the Housing and Redevelopment Capital and
Operating Budget for 2007-08.
5. Adopt Resolution No. 2007-155 . adopting the Gann spending limit for the City of Carlsbad
for 2007-08.
6. Adopt Resolution No. 2007-156 adopting changes to the FY 2007-08 Master Fee
schedule.
7. Adopt Resolution No. 2007-157 approving the City of Carlsbad's share of the FY 2007-
08 Operating Budget of the Encina Wastewater Authority.
8. Adopt Resolution No. 1301 of the Board of Directors of the Carlsbad Municipal Water
District, California, setting a public hearing regarding proposed increases in water rates.
9. Adopt Resolution No. 2007-158 Of the City Council of the City of Carlsbad, California,
setting a public hearing regarding proposed increases in sewer and trash rates.
10. Adopt Resolution No. 2007-159 approving adjustments to the FY 2006-07 Operating
Budget.
DEPARTMENT CONTACT: Lisa Irvine 760-602-2430 lirvin@ci.carlsbad.ca.us
FOR CITY CLERKS
COUNCIL ACTION:
or David
USE ONLY.
APPROVED
DENIED
CONTINUED
WITHDRAWN
AMENDED
Barnum
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dbam @ ci.carlsbad.ca. us
CONTINUED TO DATE SPECIFIC
CONTINUED TO DATE UNKNOWN
RETURNED TO STAFF
OTHER - SEE MINUTES
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ITEM EXPLANATION:
The proposed 2007-08 Budget totals $219.0 million, of which $186.2 million is the Operating Budget
and $32.8 million is the Capital Improvement Budget. Operating revenues total $190.1 million and
Capital revenues total $44.0 million, for a total of $234.1 million.
The Operating Budget provides the funding for all operations of the City including police and fire
services, library operations, utility services, affordable housing programs, recreation programming,
park and street maintenance, and many others. The Capital Improvement Program outlines the
financing plans for the City's major construction projects including civic facilities, roads, water and
sewer lines, as well as other infrastructure needs.
The following is a brief summary of the proposed budgets. More information can be found in the
overviews of the Operating Budget and the Capital Improvement Program in Exhibits 1 and 2.
Operating Budget
The proposed Operating Budget for 2007-08 totals $186.2 million, an increase of $14.4 million from
the 2006-07 adopted budget. Operating revenues are estimated at $190.1 million, which is an
$11.1 million increase over the current year projections.
General Fund Revenues
General Fund revenues for 2007-08 are estimated at $121.0 million, 5.7% higher than the current
year's projections, with most of the increase coming from tax revenues.
Property taxes, the City's largest single revenue source, are expected to reach $50.0 million in the
next year. Property taxes for Fiscal Year 2007-08 are based on property values as of January 1,
2007.
Sales taxes are expected to grow by 1.8%, up to $28.5 million for FY 2007-08. The sales tax
projections for FY 2007-08 take into consideration the economic slow down. Transient occupancy
taxes are expected to reach approximately $13.6 million, an increase of 6.4%.
Overall, the City's revenue projections reflect a slow down in the economy mostly driven by the real
estate and construction related industries. New building permits are predicted to slow as housing
developments slow due to the softening of the real estate market as well as the City approaching
build out.
General Fund Expenditures
The increases in the General and other fund revenues enable the City to continue providing top-
quality services. The goal for the FY 2007-08 budget is, "Creating a sustainable community through
fiscal discipline by effectively managing today's resources for the future." We believe the
recommended budget has been developed to achieve this goal.
The FY 2007-08 Operating budget proposes 21 new full-time employees: 5 are to enhance Public
Safety, 1 in the Geographic Information Systems Program which will improve the level of service, 1
in Public Works to manage the increased number of information systems in the Public Works
Department, 1 new Building Maintenance Worker to maintain the new facilities opening in FY 2007-
08, 2 are related to a conversion of part-time personnel into full-time personnel to improve
effectiveness in the Police and Public Works Departments, 1 limited term employee in Human
Resources to assist in recruiting, 1 Cross Control Technician to be utilized in Sewer and Water and
9 new employees related to new legislative mandates for Storm Water and Wastewater programs.
Page3
The net decrease in hourly staff totaled approximately 6,35 full-time equivalents (FTE). These
changes result in a City workforce of 710 full and three-quarter time employees and 137,77 hourly
FTE.
Some of the new services in the FY 2007-08 budget are highlighted below:
• New Facilities - The City has a large number of major capital projects scheduled to be built
over the next five years. As the City completes these projects, the costs of maintaining and
operating the facilities are added to the Operating Budget. The Senior Center is anticipated
to open in the next fiscal year and the new Library Learning Center should open very soon
afterwards. The expanded Senior Center is anticipated to open in the Summer of 2007 and
the Library Learning Center is scheduled to open in the Summer of 2008. The Public Works
Department has requested a Building Maintenance Worker I and the Recreation Department
has requested part-time staff to maintain and operate the new facilities in FY 2007-08.
• Public Safety - Public safety has always been, and remains, a top Council priority. After
reviewing the current staffing requirements and the population growth in the City, it was
evident that there was a need to add new Public Safety personnel to maintain the current
service levels in the community.
In FY 2007-08 the Police Department has requested four new positions and one part-time to
full-time conversion. The new requests include one additional Police Officer for Field
Operations and a Police Officer and a Sergeant in the Traffic Division to maintain the current
safety levels with the population growth in Carlsbad. A Property and Evidence Community
Service Officer II is also being requested to process the current caseload required to
manage the large number of items and evidence held in the Police Department's property
room. Finally, a conversion of a System Administrator I from part-time to full-time has been
requested to maintain the increased number of new mobile computers and software systems
that the Police Department utilizes.
The Fire Department is requesting a Battalion Chief for Administration to assist in the day to
day management of the Fire Department. The Battalion Chief for Administration will play a
major role in the construction, move and occupancy of Fire Station #3 and Fire Station #6,
planning and development of the Joint First Responders Training Facility and the continued
coordination of the regional fire services. This important function will improve the quality of
the service provided by the Fire Department, insure that future facilities meet the needs of
the department and that Carlsbad's Fire Service operates efficiently with its regional
partners.
• One new program being implemented this year is the Library's Radio Frequency
Identification (RFID) technology. In FY 2007-08, the RFID project will allow patrons to
automatically check out books and materials without having to wait in lines. One goal of the
program will be to greatly improve the Library experience for the customers. The
technology will also make the restocking of materials far more efficient and ultimately result
in labor savings for the department. With these increased efficiencies the Library plans to
reduce its current hourly staff by a net of 7.5 FTEs through attrition by the end of FY 2007-
08.
• There are currently an increasing number of programs in the City of Carlsbad that require
the services of the GIS Program. The new programs include land use programs, storm
water flow analysis, open space and habitat management, address information used for
water/sewer operations and public safety and maintaining information on parcel history.
The Community Development Department has requested a Geographic Information
Systems Technician for its GIS Program, The technician will process the increasing number
of service requests for maps and analysis to assure data is not outdated.
3
Page 4
• Increased Efficiencies and Cost Savings - With the emphasis this year on building a
sustainable community by effectively managing today's resources; several goals will target
increasing efficiencies and cost savings. The Public Works Street Department is requesting:
• A Maintenance Aide be hired to replace temporary employees. Hiring the full-time position
will allow Public Works to insure that adequate training levels are provided to City employees
and appropriate staffing levels are maintained to provide the high levels of quality service
that the citizens require.
• This year a comprehensive review was done of the numbers and types of vehicles being
purchased as replacements for the City's current fleet. Each vehicle was reviewed to
determine the need for replacement at this time as well as whether the replacement could be
a smaller, less costly, more fuel-efficient vehicle without hurting the effectiveness of the
program. The results of this review were that 30 vehicles were selected for replacement out
of the 55 vehicles that met the replacement criteria outlined in Administrative Order Number
3. Of the 30 vehicles selected for replacement, 2 vehicles were downsized.
• State Mandated Programs - In order to comply with increasing requirements of Storm
Water regulations the Storm Water program is requesting additional funding for increased
maintenance and operating costs. The total additional cost is estimated at $1,229,000 in FY
2007-08 ($670,000 funded in the Storm Water Fund and $559,000 funded from the General
Fund) including 4.5 positions and one-time expenditures of $65,000 for 2 pickup trucks and
one sports utility vehicle.
The Wastewater Discharge Requirement (WDR) is a result of an Order issued by the State
Water Resources Control Board for the purpose of ensuring that overflows from the sanitary
sewers are reduced statewide. In order to comply with this mandate, additional staff and
vehicles are requested for a total increase of approximately $915,000. This amount
includes one-time purchase of vehicles for $510,000 plus $89,700 in annual ongoing costs.
The proposed positions include 4 Utility Workers, one Public Works Superintendent, and
one Senior Office Specialist will be split (50/50) between the Wastewater and Storm Water
enterprises. The estimated additional cost for the positions and the maintenance and
operating costs is $315,000 for one half year and is included in the total cost of the program
mentioned above.
The Operating Budget also includes a $7.9 million transfer to the Infrastructure Replacement fund
to provide funding for infrastructure replacement as needed in the future. A $108,000 transfer to
the Medians District is to maintain the additionalmedians that have been added in FY 2006-07. A
$275,000 transfer is being proposed to be transferred to the Hosp Grove Debt Service Fund - for
debt service for bonds issued to purchase Hosp Grove. A $138,800 transfer is also proposed to
reimburse the Storm Water Fund for the General Fund share of Storm Water maintenance costs.
Finally, the Council's contingency account is proposed at $2.3 million in FY 2007-08. This account
is available to the City Council to address unanticipated emergencies or unforeseen program
needs.
In addition, the Operating Budget includes a $7.9 million transfer from a combination of several
funds to the Payroll Trust Fund to set aside the current liability for retiree health care costs as
calculated by the actuarial firm of Gabriel Roeder Smith & Company. (See Exhibit 1, Page B-9 for
more detail regarding this subject.)
Changes to the Operating Budget
The following changes have been made to the Operating budget schedules since the Council
Workshop on June 12, 2007: i
PageS
1. The Revenues and Expenditures for the golf course, The Crossings at Carlsbad, have been
removed from the FY 2007-08 Budget. The Golf Course's fiscal year is a calendar year and
the City of Carlsbad operates on a July through June fiscal year. With the differences in
fiscal years it was determined that the budget for the Golf Course should be separate from
the Operating Budget. The Carlsbad City Council previously approved the Golf Course
operating budget for the period ending December 31,2007.
2. A transfer of $138,800 from the General Fund to the Storm Water Program is being proposed
to pay for the general benefit portion of the Storm Water Maintenance Program.
3. An appropriation of an additional $95,500 is being proposed in the Self Insured Benefits fund
in FY 2006-07 to cover additional requests for reimbursements during the current year. The
appropriation does not require transfer from other funds as there is cash available within the
Self Insured Benefits Fund for this purpose.
4. The resolution adopting the City of Carlsbad operating budget includes a modification to
authorize the City Manager the ability to adjust the Risk Management and Self Insured
Benefits funds in an amount equal to the increases in costs of claims expense. In the
previous years' resolutions, the City Manager had the authority to do the same for Workers
Compensation, and the Liability Funds. This year, staff is proposing to include the Self
Insured Benefits fund and Risk Management to this section of the resolution. See Exhibit 3,
Section 6A vi.
5. A reduction of approximately $895,000 for Storm Drain Maintenance expenditures is reflected
after additional clarification with the Regional Water Quality Control Board about the new
requirements as well as benchmarking with other local jurisdictions on their interpretation of
these new requirements. As a result of this reduction in expenditures, the corresponding
proposed rate increase will also be reduced.
Capital Improvement Program
The 2007-08 to Buildout Capital Improvement
Program (CIP) outlines approximately 118 future
projects at a total cost of $411.8 million.
Appropriations scheduled for FY 2007-08 total $32.8
million and will be added to approximately $150.5
million for ongoing capital projects that remain
unspent at the end of Fiscal Year 2006-07, for a total
appropriation of $183.3 million. Revenues for the
CIP are projected at $44 million.
Building Cost Index
1998 1999 2000 2001 2002 2003 2004 2005
We are continuing to see the cost of construction materials remain at historically high levels. Over
the past year building costs have risen by 3.6%. This has continued to push up the cost of all of the
City's construction projects. With the exception of one funding source, there are sufficient revenues
projected to build the projects listed in the CIP. The recent cost escalations as well as increased
costs for some projects have increased the projected shortfall at buildout in the Public Facilities
Fees (PFF) Fund from the $17.0 million projected last year to potentially over $28 million this year.
The primary reason for the increase in the projected deficit is due to the additional costs for Alga
Norte Park ($6.4 million). While this is not an immediate problem, it is an indication that the City
may not have the money to build all of the projects listed under the PFF program.
There are three recommendations in the FY 2007-08 CIP to help lower the PFF deficit balance to
approximately $12.7 million. The first recommendation is in FY 2006-07 to purchase a scheduled
land acquisition that was previously budgeted in PFF, with Park-ln-Lieu - Northeast (PIL-NE) funds.
The land acquisition is for a future park site and it is located in the new Robertson Ranch
development. The land acquisition cost for the park is approximately $4.6 million. An advance from
the PFF for $4.6 million would be made in FY 2006-07 and the loan would be paid back to the PFF
once cash is available in the PIL-NE Fund. The second recommendation is to move approximately
Page 6
$4.8 million of traffic signal and median projects that were previously budgeted in PFF to the Gas
Tax Fund. The third recommendation is to move $6.0 million of the Alga Norte Pool project to the
General Capital Construction Fund. If these recommendations are not implemented, then the PFF
deficit would be approximately $28 million at buildout.
Additional options are available to further balance the PFF, however given that the PFF is not
anticipated to be in deficit until FY 2012, we recommend waiting to solve the deficit until we get
closer to that fiscal year. City staff will continue to monitor the projected deficit in PFF and bring
forward additional solutions at the appropriate time.
The Alga Norte Aquatic Complex is proposed to receive additional funding in FY 2007-08 and
additional funding is also proposed for an expansion at Leo Carrillo Ranch. Water and Sewer
projects include a new Cathodic Protection Program. An outside lane will be added to El Camino
Real from Tamarack to Chestnut to widen the street to full arterial road standards. In addition, next
year's Capital Improvement Program includes $3.4 million in funding for pavement overlay projects
and $0.4 million for Concrete Repair Work.
There are several projects identified in the CIP for which there is no identifiable funding source. The
City will investigate obtaining possible outside funding such as federal and state grants, loans, or
other financing sources. Once funding is identified for these projects the project costs will have to
be reviewed and updated to reflect actual cost-estimates. The unfunded projects have not received
annual inflationary increases. These projects are:
• El Camino Real Widening from Cassia Road to Camino Vida Roble
• Palomar Airport Road Widening and Bridge Reconstruction
• Poinsettia Lane - REACH E ($11M funded through BTD #2)
• Cannon Road - REACH 4B - College/Cannon to City Limits
• Cannon Lake Park (6.7 Acres)
• Hosp Grove/Buena Vista Lagoon Improvements
• Pine Ave. Park - Madison Property
• Pine Ave. Park - Restrooms/Storage
This year two projects were added to the unfunded list. The two projects at Pine Park are currently
being reviewed by staff and staff plans to bring Council funding options on these projects as part of
the FY 2007-08 Operating Budget adoption.
Encina Capital and Operations Budget
At its May 23, 2007 meeting, the Encina Wastewater Authority Board of Directors (EWA) and Joint
Advisory Committee approved the FY 2008 Operating and Capital Improvement Budget. The
Revised Basic Agreement states that EWA's Operating and Capital budgets are deemed effective
when certain criteria are met. One of the criteria is that all member agencies have separately
considered and approved the budgets.
Carlsbad's share of the Encina Operating Budget for FY 2008 is $3,432,679 for Wastewater Plant
Operations and $640,649 for the Carlsbad Water Recycling Facility Operations. In addition,
Carlsbad's share of the Capital Budget is $2,343,384.
Staff is also requesting that the City Manager be authorized to transfer appropriations between
budgets and/or projects at Encina as approved by the EWA Board staff (up to $25,000) or EWA
Board in amounts up to $1,000,000. Any transfers in excess of that amount will be brought back to
the City Council for authorization. In addition, any increases to the total budget for EWA will require
the City Council's approval. This authority is contained in the attached resolution.
Page?
Changes to the Capital Improvement Program
The following changes have been made to the Capital Improvement Program since the CIP
Workshop on May 22,2007.
1. A Clary Battery Backup Systems/Red LED Replacement project for has been added to
the CIP for $200,000. This is an ongoing program to update and maintain the City's
traffic signals. It has been moved to the CIP from the Operating Budget for consistency
with other similar programs and internal efficiencies.
2. The Gabiano Lane Storm Drain Modification is no longer required and has been removed
from the CIP.
3. The Concrete Repair project has been increased $100,000 to better meet the needs of
the citizens of Carlsbad.
4. A Bridge Preventive Maintenance Plan project has been added to the CIP for $100,000.
This is a new project, funded through a Federal Grant, which will inventory the bridges in
the City of Carlsbad that are over 20 feet, develop a list of required maintenance and
construction projects that would extend the life of the bridge and then develop criteria to
prioritize those projects. The City could then apply for funding from Caltrans for the
necessary improvements on the bridges.
5. Approximately $1.8 million was added to Encina Wastewater projects to reflect the
amounts approved by the Encina Wastewater Authority Board at their May 23, 2007
meeting. This increase is mostly due to increased costs for the Phase V Building
construction project.
Gann Limit
In addition to adopting the Operating Budget, the City Council is asked to adopt the Gann Spending
Limit as required by Article XHIB of the California Constitution. The Gann Limit creates a restriction
on the amount of revenue that can be appropriated in any fiscal year. The revenues, which are
subject to this limitation, are those considered "proceeds of taxes." The basis for calculating the
Gann Limit began in Fiscal Year 1978-79, and is increased based on population growth and
inflation. The City's spending limit for 2007-08 is $178.6 million, with appropriations of "proceeds of
taxes" of $105.6 million. The result of the calculation shows the City is well below the Gann Limit by
a margin of $73 million.
Fees for City Services
One of the City Council's goals is to annually evaluate fees and charges for services. This year an
independent 3rd Party consultant was hired to perform a fee study to assist in this goal. The
consultant and staff reviewed all of the applicable fee schedules and are recommending changes to
the following fees:
• Development related service fees to reflect the cost of inflation
• Development Impact fees and other fees that are increased annually based upon an index
as stated in the resolutions or ordinances establishing the fees
• Various adjustments to the general fees
• Various adjustments to facility fees to reflect the cost of inflation
The revisions to these fees are shown in Exhibit 7.
Utility Rate Increases
As part of the ongoing financial management program, the City annually prepares five-year
forecasts for the Water, Sanitation and Storm Water Waste funds. The forecasts for the Water,
Sanitation and Storm Water enterprises shows that rate increases are needed to keep up with
PageS
increases in expenditures as well as the new state mandated requirements mentioned previously,
The proposed rate increases would result in an estimated total monthly increase to an average
household of $6.89 per month, or 9,1%.
Staff is requesting Council and the Board set a date of September 11, 2007 for a public majority-
protest hearing date for the Water, Sewer and Solid Waste/Trash fee increases.
ENVIRONMENTAL AND CONSISTENCY REVIEW:
In accordance with Government Code, all projects that receive appropriation of funds for fiscal year
2007-08 received a finding of General Plan Consistency by the Planning Commission at their
meeting on May 2, 2007. There are no foreseeable adverse environmental impacts and the
individual projects will receive additional CEQA review upon approval.
FISCAL IMPACT:
The fiscal impact of the proposed budgets is detailed in the attached schedules.
EXHIBITS;
1. 2007-08 Preliminary Operating Budget overview.
2. 2007-08 Preliminary Capital Improvement Program overview.
3. Resolution No. 2007-154 of the City Council of the City of Carlsbad, California, adopting
the Final Operating Budget and Capital Improvement Program for Fiscal Year 2007-08 for the
City of Carlsbad and establishing controls on changes in appropriations for the various funds.
4. Resolution No. 1300 of the Board of Directors of the Carlsbad Municipal Water
District, California, adopting the water district final Operating Budget and Capital Improvement
Program for Fiscal Year 2006-07 and Fiscal Year 2007-08.
5. Resolution No. 443 of the Housing and Redevelopment Commission of the City of
Carlsbad, California, approving the Operating Budget of the Redevelopment Agency and
Housing Authority for Fiscal Year 2007-08.
6. Resolution No. 2007-155 of the City Council of the City of Carlsbad, California,
establishing the FY 2007-08 appropriation limit as required by Article XIIIB of the California
State Constitution and State law.
7. Resolution No. 2007-156 of the City Council of the City of Carlsbad, California, adopting
changes to the Master Fee Schedule.
8. Resolution No. 2007-157 of the City Council of the City of Carlsbad, California, approving
the City of Carlsbad's share of the Fiscal Year 2007-08 Capital and Operating Budget of the
Encina Wastewater Authority.
9. Resolution No. 1301 of the Board of Directors of the Carlsbad Municipal Water
District, California, to set a public hearing regarding proposed increases in water rates.
10. Resolution No. 2007-158 of the City Council of the City of Carlsbad, California, to set a
public hearing regarding proposed increases in sewer and trash rates.
11. Proposed Notice of Public Hearing on proposed water, sewer and trash rate increases.
12. Resolution No. 2007-159 of the City Council of the City of Carlsbad, California
approving adjustments to the FY 2006-07 Operating Budget.
The Preliminary Operating Budget and Capital Improvement Program for FY 2007-08 is on file with
the City Clerk and on the city's website at: www.carisbadca.gov . The Technical Appendix will be
available for review in the Finance and Engineering Departments by September 2007. The Master
Fee Schedules are on file with the City Clerk as well.
Exhibit 1
FY 2007-08 PRELIMINARY OPERATING BUDGET OVERVIEW
The preliminary Operating budget for Fiscal Year 2007-08 totals 186.2 million, with revenues for
the year estimated at $190.1 million. General Fund revenues are estimated at $121.0 million
and budgeted expenditures are $115.6 million.
REVENUE
The following table shows the total operating revenues the City anticipates receiving for FY
2006-07, as well as those estimated for FY 2007-08.
REVENUE SUMMARY
BY FUND TYPE
(in Millions)
FUND
GENERAL FUND
SPECIAL REVENUE
ENTERPRISE
INTERNAL SERVICE
REDEVELOPMENT
TOTAL
PROJECTED
2006-07
$ 114.5
10.7
36.2
14.1
3.5
$ 179.0
ESTIMATED
2007-08
$ 121.0
10.1
40.6
14.7
3.6
$ 190.0
$
CHANGE
$ 6.5
(0.6)
4.4
0.6
0.1
$ 11.0
0%
CHANGE
5.7%
(5.3%)
12.0%
4.7%
0%
6.1%
Revenue estimates for the Operating Budget indicate that the City will receive a total of $190.0
million, a 6.1% increase over the prior year. The increase in the General Fund revenues reflect
increased property taxes received and increases in the Enterprise Funds due to the additional
state unfunded mandated requirements. More information on the City's revenue sources can be
found in the discussion that follows.
General Fund
General Fund revenues provide a representative picture of the local economy. These revenues
are of particular interest as they fund basic City services such as police, fire, library, street and
park maintenance, and recreation programs. The table below shows a summarized outlook for
the major General Fund revenues.
SIGNIFICANT GENERAL FUND REVENUES
(In Millions)
FUND
PROPERTY TAX
SALES TAX
TRANSIENT OCC. TAX
FRANCHISE TAXES
BUSINESS LICENSE TAX
DEVELOPMENT REVENUES
ALL OTHER REVENUE
TOTAL
PROJECTED
2006-07
$ 44.9
28.0
12.8
5.3
3.2
4.8
15.5
$ 114.5
ESTIMATED
2007-08
$ 50.0
28.5
13.6
5.6
3.3
2.9
17.1
$ 121.0
$
CHANGE
$ 5.1
0.5
0.8
0.3
0.1
(1.9)
1.6
$ 6.5
%
CHANGE
1 1 .3%
1 .8%
6.2%
5.7%
3.1%
(39.6%)
10.3%
5.7%
This year it is expected that property taxes will grow to over $50 million, an 11.3% increase over
the projection for FY 2006-07. This includes an 8.7% estimated increase in assessed valuation
as provided by the County Assessor in May 2007, as well as a conservative assumption for
resales and new development. The 2004-05 State of California budget reallocated Property
B-1
Exhibit 1
Taxes for Vehicle License Fees (VLF). Thus, instead of receiving approximately $5 million in
VLF in 2005-06, the City now gets additional property taxes in an equal amount. These
amounts will continue to grow at the same rate as the City's assessed values.
Property taxes tend to lag behind the rest of the economy, as the tax for the upcoming fiscal
year is based on assessed values from the previous January. Thus, the taxes to be received for
Fiscal Year 2007-08 are based on values as of January 1, 2007. Sales taxes react much
quicker to changes in the economy and therefore will typically grow faster in a good economy,
but also drop off faster as the economy cools.
Property and Sales Tax Revenues
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- Sales Tax
-Property Tax
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I^M;l^?^ll^i^JJfi:J^afa^.!^:
Property taxes also have a
cap on how fast they can
grow. This is due to
Proposition 13. Proposition
13 was adopted by the
State in 1978. This
proposition limits the growth
in assessed values (and
thus property taxes) to no
more than 2% per year.
The value upon which the
tax is based is only
increased to the full market
value upon the sale of the
property. Thus, property
taxes tend to grow slowly
unless there is a significant amount of housing activity. In more recent years, we have seen a
robust growth in property taxes due to new developments, a large number of resales within the
City spurring revaluation of the parcels, and double-digit growth in housing prices. As the
economy slows and the City approaches build-out the growth in property taxes is expected to be
moderate.
60
50
u 40
oi so
w 20
10
0
r> _rfo rfe /lOQJ QJ QJ ^\
Fiscal Year
Sales Tax by Category
Transportation
36%
Sales taxes are expected to
total $28.5 million for 2007-08,
an increase of 1.8% over the
2006-07 projections. These
projections assume that the
slow economy and high
gasoline prices will minimize
the growth in sales tax. The
City of Carlsbad has many car
dealerships which generate
approximately $6.5 million of
sales tax each year. Car sales
have slowed during FY 2006-
07 and are expected to remain
slow during FY 2007-08. In
addition, Robinsons May department store closed at the end of FY 2005-06 negatively
impacting sales tax for FY 2006-07 and in the future until a replacement retail vendor is located
in that space.
Several years ago, the State of California implemented the "Triple Flip". The "Triple Flip" is
essentially a temporary swap of a 14 cent of the cities' sales taxes in return for property tax. It
was done in order to give the State a revenue source against which they could issue deficit
B-2 10
Exhibit 1
reduction bonds. The City's sales tax estimates continue to show this amount as sales tax since
the amount is reflective of what the City would receive.
As can be seen in the chart on the previous page, the City's sales tax base is heavily weighted
in the transportation (predominantly new car sales) and retail sectors. These two sectors make
up approximately 70% of the City's sales tax base.
Sales tax estimates also include approximately $900,000 that is restricted to spending on public
safety services under Proposition 172. Proposition 172 requires that the one-half cent increase
in California sales taxes be allocated to local agencies, to fund public safety services.
Transient Occupancy Taxes
$ Millions
2002 2004 2006
Rscal Year
2008e
The third highest General Fund
revenue source is Transient
Occupancy Taxes (TOT or hotel
taxes) estimated at $13.6 million for
2007-08, an increase of 6.2% over
2006-07 estimates. TOT declined
after the September 2001 terrorism
attacks and the mild recession that
followed. Compounding the
decline for Carlsbad was the
renovation occurring at one of
Carlsbad's premier resorts, the La
Costa Resort and Spa. The resort
underwent extensive remodeling
and rebuilding, which offset much
of the growth experienced by the other hotels in the City. The La Costa Resort and Spa is
continuing with their upgrading by adding villas over the next several years. This will contribute
to the growth in TOT revenues.
It is expected that Fiscal Year 2006-07 will end the year with about $12.8 million in TOT
receipts, an 11 % increase from FY 2005-06. Growth is expected to be moderate going into FY
2007-08, with 3.5% assumed for the base growth. In addition to the base growth, two hotels,
the Hampton Inn and Homewood Suites, both located near the McClellan/Palomar Airport, are
expected to open during FY 2007-08. The combination of the base growth, the two new hotels
and the addition of the La Costa Resort and Spa villas results in an estimated 6.2% growth over
FY 2006-07 projections.
One of the more volatile General Fund revenues is the Franchise tax. Franchise taxes are
paid by certain industries that use the City right-of-way to conduct their business. The City
currently has franchise agreements for cable TV service, solid waste services, cell sites, and
gas and electric services. The cable and solid waste franchises have been growing along with
the growth in population and changes in their rate structures. These franchise revenues are
projected to remain relatively flat in FY 2007-08. The large fluctuations in franchise taxes has
come from the taxes on gas and electric services, which are paid by San Diego Gas and
Electric (SDG&E).
SDG&E pays franchise taxes for the use of the public land over which they transport gas and
electricity. The City also receives an "in-lieu" franchise tax based on the value of gas and
electricity transported on SDG&E lines, but purchased from another source. The "in-lieu" tax
captures the franchise taxes on gas and electricity that is transported using public lands but
which would not otherwise be included in the calculations for franchise taxes, due to
deregulation of the power industry. The majority of the "in-lieu" taxes received is attributable to
Cabrillo Power, the operator of the Encina power plant, based on the gas used in the generation
of electricity.
B-3
Franchise Taxes
I Other Franchise
I SDG&E Franchise
2002 2004 2006
Fiscal Year
2008e
Exhibit 1
During the energy crisis in 2000
and 2001, average gas prices
soared from about $3 per
thousand cubic feet to, at times,
more than $12 per thousand
cubic feet. In addition, the Encina
power plant was operating at a
much higher capacity. The
combination of these two factors
resulted in an increase in
franchise fees to the City of over
100% in FY2001 and FY2002
(franchise taxes are paid in April
for the previous calendar year).
Another price spike occurred in 2003, increasing the FY2004 revenues, and the high prices
continued into FY2005. The FY 2007-08 forecast essentially predicts the same amount of
SDG&E franchise revenue as the previous year.
Development-related revenues include planning, engineering and building permits, and fees
paid by developers to cover the cost of reviewing and monitoring development activities such as
plan checks and inspections. These revenues are difficult to predict, as many of the planning
and engineering activities occur months or years before any structures are actually built.
Development-related revenues have been declining during Fiscal Year 2006-07 due to the slow
down in the economy especially the softening in the real estate market. The major declines in
the development-related revenues are primarily in the residential area. Commercial and
Industrial development is expected to offset a good amount of these declines for FY 2006-07.
For the FY 2007-08 budget, the development-related revenues are anticipated to continue to
decline as a result of the economy and real estate market. For FY 2005-06 there were 943
units permitted for residential housing. For FY 2006-07 approximately 422 residential units are
expected to be permitted. For FY 2007-08, 251 permits are projected to be issued for
residential housing. The commercial and industrial building activity has remained strong for FY
2005-06 and FY 2006-07 however, it too is anticipated to decline for FY 2007-08. These
reductions in activity are reflected in the lower development related revenue for FY 2007-08. A
40% decline in building related revenue is projected for next year.
Business license taxes are closely tied to the health of the economy and are projected to
increase slightly to an estimated $3.3 million. There are currently about 8,500 licensed
businesses in Carlsbad, with over 2,500 of them home-based.
All other revenues include vehicle license fees, transfer taxes, interest earnings, ambulance
fees, recreation fees, and other charges and fees. The estimate for Fiscal Year 2007-08 totals
$17.1 million, a $1.6 million increase from Fiscal Year 2006-07, due mainly to a one-time
reimbursement ($1.0 million) expected from the Federal Highway Administration for the 2005
winter storm damage in the City. In Fiscal Year 2006-07 the City received $6.2 million from the
Federal Highway Administration for reimbursement to the City for the 2005 winter storm
damage.
Transfer taxes are those taxes paid to the county upon the transfer of interests in real estate.
The tax is 55 cents per $500 of property value, and is split equally between the county and the
City. Carlsbad expects to receive $1.0 million in transfer taxes for FY 2006-07, and about the
same in FY 2007-08. Income from investments and property includes interest earnings, as well
as rental income from City-owned land and facilities. The City is expected to earn about $3.0
million in interest on its General Fund investments for Fiscal Year 2007-08. There is a need to
B-4
Exhibit 1
loan the Median Landscaping Fund approximately $108,000 for additional medians that have
been added to the City's inventory over the last few years. This is discussed in more detail
later in the report.
Overall, General Fund revenues are expected to grow by about 5.7%, or $6.5 million, in the
upcoming year. Most of the growth is coming from the tax revenues: mainly property and TOT.
Although the City experienced revenue growth between 9% and 17% in the late 1990's, it was
not sustainable growth. Much of those increases were due to the opening of new hotels,
restaurants, retail centers, and new home development. As the City matures, it will be
increasingly more difficult to produce double-digit growth in revenues. The 5.7% gain projected
for Fiscal Year 2007-08 is respectable, given that the economy is slowing and the real estate
market has cooled. This growth in revenue is closer to what may be expected in the future.
Other Funds
Revenues from Special Revenue funds are expected to total $10.1 million, a $600,000
decrease from FY 2006-07. The types of programs supported within Special Revenue funds
are those funded by specific revenue streams such as:
• Grants (Section 8 Housing Assistance, Community Development Block Grants); Donations;
• Special fees and assessments (Housing Trust Fund, Maintenance Assessment Districts).
Special Revenue Funds
Housing Trust ^l Others
Maintenance
Districts
24%
Section 8
59%
The most noteworthy change in the
Special Revenue funds occurred in
the Housing Trust Fund. The
Housing Trust fund was set up to
provide funding for the City's
affordable housing programs.
Revenues come from inclusionary
housing fees, interest on cash
balances, and payments on
affordable housing loans. Most
affordable housing loans are set up
so that interest and/or principal
payments are only due when funds
are available from the project to
make the payments; therefore, they
are difficult to predict. For Fiscal Year 2006-07, the City expects to receive about $500,000 in
repayments. For Fiscal Year 2007-08, only $75,000 has been estimated for fees, as this
revenue source is uncertain. Most of the fund's revenue decrease is due to this difference.
Enterprise fund revenues for FY 2007-08 are projected at $40.6 million, an increase of $4.4
million over current year projections. Increases in estimated revenues are from growth in the
customer base, and from increased rate increases proposed for Water, Wastewater and Solid
Waste Funds. Enterprise funds are similar to a business, and rates are charged to support the
operations that supply the commodities and services utilized by its customers. Carlsbad
Enterprises include the water, recycled water, wastewater and solid waste management.
The Water Enterprise Fund shows an increase in revenues of 8.9% over the previous year. A
9.1% increase in water rates is recommended. It is estimated that the average increase to a
household will be approximately $3.97 per month (fixed + variable). Carlsbad's water rates are
still among the lowest in the region.
B-5
Exhibit 1
A rate increase is being recommended in the Sanitation Enterprise of 10.6%. This will raise the
base residential rate from $14.65 to $16.20 per month. Even with the proposed rate increase,
Carlsbad's sewer rates are also still among the lowest in the region.
The Solid Waste Fund contains two programs: solid waste management and storm water
management. An increase of $1.37 per month for a residential household is proposed in order
to fund the cost of implementing state mandated programs.
The following chart is a comparison of the proposed increases for water and wastewater as
compared to the current rates for neighboring agencies.
Water and Sewer Rates
Carlsbad proposed FY08
Carlsbad FY07
San Dieguito WD (Leucadia)
Santa Fe ID (Solana Beach)
Oceanside, City of
San Dieguito WD (Encinitas)
Vista Irrigation District (Vista)
San Diego, City of
Santa Fe ID (RSF)
Del Mar, City of
$0 $50 $100
Monthly Cost
$150
Internal Service funds show estimated revenues of $14.7 million for FY 2007-08, an increase
of 4.7%, over FY 2006-07 projections. Internal Service funds provide services within the City
itself, and include programs such as the self-insurance funds for Workers' Compensation and
Liability, as well as Information Technology and Vehicle Maintenance and Replacement.
Departments pay for services provided by these funds; therefore, the rates charged for the
services are based on the cost to provide the service. The goal of the Internal Service funds is
to match their budgeted expenses with charges to the departments, after allowing for a certain
level of reserves within the fund.
The more significant increases occurred in the Information Technology and Vehicle
Maintenance and Replacement. The increases in Information Technology enable the
department to keep up with the demand for services. In the Vehicle Maintenance fund, it is
mainly due to the cost of fuel. For the Vehicle Replacement Fund, the increase reflects
additional allocations to ensure sufficient revenues are available to replace equipment at the
end of its useful life. More discussion on the costs can be found in the Expenditures section of
this report.
Redevelopment revenues are expected to total $3.6 million in the upcoming year; no change
from the projections for the previous year.
B-6
Exhibit 1
EXPENDITURES
The City's Operating budget for FY 2007-08 totals $186.2 million, which
represents an increase of $14.5 million, or 8.5%, from the adopted FY 2006-
07 budget. The changes in each of the City's programs will be discussed
below.
Budgetary Policies
The theme behind this year's budget development was "Building a sustainable community by
effectively managing today's resources" - to manage our current resources so that we are able
to deliver the same quality and level of services while maintaining a balanced budget for now
and into the future. While the forecast shows expectations for a balanced budget in the future,
the City also has a large capital program underway which will add additional pressure to the
budget as the facilities are opened and need operation and maintenance. With the inherent
risks of a downturn in the economy it is important to keep an eye focused on the future to
ensure the City remains in good financial health. To achieve that end, the following policies
were set:
• Maintain current service levels.
• New programs may be considered only if they are critical to support the City Council's
strategic goals, the City's mission and/or required under a legal mandate.
• Identify new revenue generation opportunities
• Carefully review open positions prior to filling
• New positions will be limited to only those necessary to maintain service levels
• Budget requests for one-time funding to implement specific goals will be considered.
• Generally, be prudent in budgeting. Consider cost containment measures and budget
discretionary items at minimum levels.
The City uses an "Expenditure Control Budget" (ECB) process in budgeting. In the ECB
approach, each department is given a block appropriation containing sufficient funds to provide
the current level of services for the upcoming year. As Carlsbad is a growing city, the block
appropriation should contain sufficient funds to pay for inflationary increases as well as growth
in the customer base. Every year the block is increased by an index for growth and inflation.
No additional appropriations are expected during the year except in the case of a significant
unanticipated event. Amounts that are unspent at the end of the fiscal year will be carried
forward to the new fiscal year. At the end of FY 2006-07 the amounts carried forward will be
capped at no more than 10% of the previous year's adopted budget.
In the FY 2006-07 Budget, the block portion of the "Expenditure Control Budget" (ECB) was
reviewed and brought in line with changes that had occurred in the programs and with
efficiencies that were identified during the review. Every program was scrutinized to determine
the true cost of providing the services and budgeted at the level deemed necessary to continue
to provide the services. In the Preliminary FY 2007-08 Budget, we have returned to the ECB
process using the Fiscal Year 2006-07 Budget as the base.
The FY 2007-08 Preliminary Budget reflects the following organizational and structural change,
which will continue to contribute to the overall effectiveness of the organization:
• The Arts General, Gallery Donations and Arts Education Program Funds will be moved
into the Arts General Fund. This move will improve the City's internal efficiencies and
will continue to support the ability of citizens to donate to these valuable programs.
B-7
Exhibit 1
Budgeted Expenditures
Through the application of these guidelines and policies, the FY 2007-08 Preliminary Operating
Budget of $186.2 million was developed. The FY 2007-08 Preliminary Operating budget
proposes 21 new full-time employees: 5 are to enhance Public Safety, 1 in the Geographic
Information Systems Department which will improve the level of service, 1 in Public Works to
manage the increased number of information systems in the Public Works Department, 1 new
Building Maintenance Worker to maintain the new facilities opening in FY 2007-08, 2 are related
to a conversion of part-time personnel into full-time personnel to improve effectiveness in the
Police and Public Works Departments, 1 limited term employee in Human Resources to assist
in recruiting, 1 Cross Control Technician to be utilized in Water and Recycled Water and 9 new
employees related to new legislative mandates for Storm Water and Wastewater programs.
The net decrease in hourly staff totaled approximately 6.35 full-time equivalents (FTE). These
changes result in a City workforce of 710 full and three-quarter time employees and 137.77
hourly FTE. The staffing changes in each of the City's programs will be discussed below.
Facilities
The City has a large number of major capital projects scheduled to be built over the next five
years. As the City completes these projects, the costs of maintaining and operating the facilities
are added to the Operating Budget. The Senior Center is anticipated to open in the next fiscal
year and the new Library Learning Center should open very soon afterwards. The Library
Learning Center is scheduled to open in the Summer of 2008 and the expanded Senior Center
is anticipated to open in the Summer of 2007. The Public Works Department has requested a
Building Maintenance Worker I and Recreation Department has requested part-time staff to
maintain and operate the new facilities in FY 2007-08.
Public Safety
Public safety has always been, and remains, a top Council priority. After reviewing the current
staffing requirements and the population growth in the City, it was evident that there was a need
to add new Public Safety personnel to maintain the current service levels in the community.
In FY 2007-08 the Police Department has requested four new
positions and one part-time to full-time conversion. The new
requests include one additional Police Officer for Field Operations,
and a Police Officer and a Sergeant in the Traffic Division to
maintain the current safety levels with the population growth in
Carlsbad. A Property and Evidence CSO II is also being
requested to process the current caseload and maintain the high
level of integrity required to manage the large number of items
and evidence held in the Police Department's property room. Finally, a System Administrator I
has been requested to maintain the increased number of new mobile computers and software
systems that the Police Department utilizes.
The Fire Department is requesting a Battalion Chief for Administration to assist in the day to day
management of the Fire Department. The new Battalion Chief will play an important role in the
construction, move and occupancy of Fire Station #3 and Fire Station #6, planning and
development of the Joint First Responders Training Facility and the continued coordination of
the regional fire services. This important function will improve the quality of the service provided
by the Fire Department, insure that future facilities meet the needs of the department and that
Carlsbad's Fire Service operates efficiently with its regional partners.
B-8 /(ff
Exhibit 1
Top Quality Service
One of Council's goals is top-quality service, which means serving our customers well. The City
is continuing its efforts to provide the best service to our citizens and customers. There are
numerous goals proposed for the 2007-08 Fiscal Year that investigate potential enhancements
to the services we provide.
One new program being implemented this year is the Library's Radio Frequency Identification
(RFID) technology. In FY 2007-08, the RFID project will allow
patrons to automatically check out books and materials without
having to wait in any lines. The chip technology, similar to the speed
pass technology used in other retail locations, is embedded in the
materials and will automatically read a checkout and bill the
customer when necessary. One goal of the program will be to
greatly improve the Library experience for the customers. The
technology will also make the restocking of materials far more
efficient and ultimately result in labor savings for the department.
With these increased efficiencies the Library plans to reduce its
current hourly staff by a net of 7.5 FTEs through attrition by the end of FY 2007-08.
There are currently an increasing number of programs in the City of Carlsbad that require the
services of the GIS Program. The programs include land use programs, storm water flow
analysis, open space and habitat management, address information used for water/sewer
operations and public safety and maintaining information on parcel history. The Community
Development Department has requested an additional Geographic Information Systems
Technician for the GIS Program. The technician will help process the increasing number of
service requests for maps and data analysis to assure information is not outdated.
Increased Efficiencies and Cost Savings
With the emphasis this year on building a sustainable community by effectively managing
today's resources; several goals will target increasing efficiencies and cost savings. The Public
Works Street Department is requesting a Maintenance Aide be hired to replace temporary
employees. Hiring the full-time position will allow Public Works to insure that adequate training
levels are provided to City employees and appropriate staffing levels are maintained to provide
the high level of quality service that the citizens require.
This year a comprehensive review was done of the numbers and types of vehicles being
purchased as replacements for the City's current fleet. Each vehicle was reviewed to determine
the need for replacement at this time as well as whether the replacement could be a smaller,
less costly, more fuel-efficient vehicle without hurting the effectiveness of the program. The
results of this review were that 30 vehicles were selected for replacement out of the 55 vehicles
that met the replacement criteria outlined in Administrative Order Number 3. Of the 30 vehicles
selected for replacement, 2 vehicles were downsized.
Financial Health - Fully Funding Retirement and Retiree Health Care Costs
Retirement and retiree health care costs are important to manage and plan for as the amounts
can be significant in many organizations. The City of Carlsbad is a member of the California
Public Employees Retirement System (CALPERS) which ensures that the City of Carlsbad
adequately funds its current and future retirement obligations.
The Government Accounting Standards Board (GASB) requires governments to clearly report
their retiree health care costs including annual contributions and the amount to be paid in the
B-9 n
Exhibit 1
future. The City recently hired an actuary to conduct an analysis of the long-term fiscal
obligations of retiree health costs for City employees taking into consideration the life
expectancy of the employees, medical inflation, estimated retirement ages, investment return
rate, etc. Based on the results of the actuary analysis, the City of Carlsbad's General Fund has
sufficient revenue earned in excess of the budget for FY 2006-07 to adequately fund its portion
of retiree health care obligations. The other funds also have sufficient fund balances to cover
their share. According to the actuary firm, Gabriel, Boeder, Smith & Co., the estimated future
liability for the entire City is approximately $7.9 million. In addition to the liability, there is an
annual payment of approximately $368,000 per year. The General Fund portion of the future
liability is approximately $4.8 million and the annual payment is approximately $288,000.
City of Carlsbad retirees are eligible for a post-retirement healthcare subsidy. The City does not
fully cover retiree health care costs. The City covers only the subsidy that is mandated by
CALPERS, which administers the City's retirement plan. Because the City only funds a subsidy
and not the entire health care costs, the City's future liability is significantly less than many
government organizations. For calendar year 2007 the subsidy is $80.80 per eligible
employee/retiree per month. For calendar year 2008 the subsidy will be $97.90 per eligible
employee/retiree per month and will be adjusted annually to reflect changes in the medical
component of the Consumer Price Index.
Budget by Fund Type
This table below shows the changes in the proposed operating budget for Fiscal Year 2007-08
compared to the adopted budget for Fiscal Year 2006-07.
BUDGET EXPENDITURE SUMMARY
BY FUND TYPE
(In Millions)
FUND
GENERAL FUND
SPECIAL REVENUE
ENTERPRISE
INTERNAL SERVICE
REDEVELOPMENT
TOTAL
BUDGET
2006-07
$ 106.4
9.9
40.2
13.4
1.9
$ 171.8
BUDGET
2007-08
$ 115.6
10.5
45.2
13.0
1.9
$ 186.2
$
CHANGE
$ 9.2
0.6
5.0
(0.4)
(0.0)
$ 14.4
%
CHANGE
8.0%
5.7%
21 .4%
(3.2%)
(0.0%)
8.4%
The General Fund contains most of the discretionary revenues that finance the basic core of
City services. However, this should not diminish the importance of the other operating funds, as
they also contribute to the array of services available within Carlsbad. The remainder of this
section will provide more information about the proposed budgeted expenditures by fund and
program.
B-10
Exhibit 1
General Fund
Total budget for the
General Fund is
$115.6 million,
which is 8.0% more
than the previous
budget of $106.4
million. As can be
seen in the table to
the right, the
increase is mainly
due to the increase
in personnel costs.
GENERAL FUND SUMMARY
BY EXPENDITURE TYPE
(In Thousands)
PERSONNEL
M&O
CAPITAL OUTLAY
TRANSFERS
BUDGET
2006-07
$ 68.8
28.3
1.6
7.7
BUDGET
2007-08
$ 74.2
31.9
1.0
8.5
$
CHANGE
$ 5.4
3.6
( -6)
.8
%
CHANGE
7.3%
1 1 .3%
(60.0%)
9.4%
TOTAL $ 106.4 $ 115.6 $ 9.2 8.0%
Personnel costs make up approximately 64% of the General Fund budget so any changes in
these costs can have a significant effect on the total budget. Approximately $1.1 million of the
additional personnel costs are for the new proposed positions in FY 2007-08. Due to labor
contracts with our employee groups, much of the remaining cost has been previously
determined.
GENERAL FUND
PERSONNEL COSTS
(In Millions)
BUDGET BUDGET $ %
2006-07 2007-08 CHANGE CHANGE
SALARIES
HEALTH INSURANCE
RETIREMENT
WORKERS COMP
OTHER PERSONNEL
TOTAL
$ 48.1
5.2
12.0
2.1
1.4
$ 68.8
$ 51.2
6.0
13.8
1.7
1.5
$ 74.2
$ 3.1
.8
1.8
(0.4)
0.1
$ 5.4
6.1%
13.3%
13.0%
(23.5%)
6.7%
7.3%
The table to the left
shows the breakdown
of personnel costs for
the General Fund.
Salaries include full and
part-time staff costs
and account for $3.1
million of the increase
in the General Fund.
Approximately $1.1
million of the additional
salary costs are for the
new positions in FY 2007-08. Benefits make up the remainder of the personnel costs. This year
there is also a decrease in the projected Workers Compensation costs due to decreased
projected claims.
M&O stands for Maintenance and Operations. This category contains the funds for all
program expenses other than personnel or capital outlay.
Capital Outlay includes budgeted equipment purchases over $1,000. Capital outlay over
$10,000 is further detailed in the Appendix. These amounts vary from year to year depending
on the program needs.
Transfers are amounts anticipated to be transferred from the General Fund to another fund at
the City. The transfers included in this year's proposed budget are to the following funds:
• $7.9 million to the Infrastructure Replacement Fund for major maintenance and
replacement of City infrastructure. After a review of the City's infrastructure in FY 2006-
07 it is the recommended to increase the transfer to the Infrastructure Replacement
Fund this year from $7.2 million in FY2006-07 to $7.9 million in FY 2007-08 to better
meet our future needs. This represents 6.5% of the General Fund Revenues, consistent
with FY 2006-07.
B-11
Exhibit 1
• $275,000 to the Hosp Grove Debt Service Fund for debt service for bonds issued to
purchase Hosp Grove. Hosp Grove was originally a grove of eucalyptus trees. It has
since been developed into a nature park containing trails and a tot lot.
• $138,800 to reimburse the Storm Water Fund for the General Fund's share of Storm
Water maintenance costs.
• Approximately $108,000 to the Medians District for the additional medians that have
been added in the City of Carlsbad during FY 2006-07.
Another way of looking at the General Fund budget is by program. The chart below compares
the recommended FY 2007-08 budget to the amounts adopted in the previous year. The
significant changes are noted below.
GENERAL FUND EXPENDITURES
BY MAJOR SERVICE AREA
(In Millions)
FUND
POLICY/LEADERSHIP
ADMINISTRATIVE SERVICES
PUBLIC SAFETY
COMMUNITY DEVELOPMENT
COMMUNITY SERVICES
PUBLIC WORKS
NON-DEPARTMENTAL
CONTINGENCY
TOTAL
BUDGET
2006-07
$ 4.5
6.8
39.2
6.8
16.6
21.0
9.2
2.3
$ 106.4
BUDGET
2007-08
$ 4.7
7.9
43.1
7.8
17.2
22.9
9.7
2.3
$ 115.6
$
CHANGE
$ 0.2
1.1
3.9
1.0
0.6
1.9
0.5
$ 9.2
%
CHANGE
5.2%
15.1%
9.8%
12.9%
3.7%
9.4%
7.3%
0.0%
8.7%
The Policy/Leadership Group includes all elected officials and the City Manager's Office.
The 5.2% from FY 2006-07 to FY 2007-08 is primarily due to the standard increase in
salary and benefit costs.
The increase from FY 2006-07 to FY 2007-08 in Administrative Services is due to the
standard increase in salary and benefit costs, the addition of the new Environmental
Resource Management Team (ERMT) program which was approved by City Council
during FY 2006-07, proposed goals for contract negotiations and Financing City
Services and the increased costs of the City of Carlsbad's Self Insured Benefits.
The 9.8% growth in Public Safety reflects the 5 new and converted positions requested
in the Police Department and 1 new position requested in the Fire Department as well as
the general increases in personnel costs.
In the Community Development area, the 12.9% increase is due mainly to approximately
$660,000 in additional personnel costs associated with the Citygate Associates Report
adopted by City Council during FY 2006-07 and the 1 new position requested in the
Geographic Information Systems Program.
Community Services includes Recreation, Library and
the Arts. The 3.7% increase reflects general
personnel increases, the full year impact of the
additional operating costs associated with opening the
Pine Avenue Park as well partial year costs
associated with the opening two new facilities in 2007-
08, Learning Center and the Senior Center, for the
Recreation Department. In the Library Department
the general personnel increases are partially offset by
B-12
Exhibit 1
labor savings from the implementation of the RFID program discussed earlier.
• Public Works shows an overall increase of 9.4%. The increase reflects the addition of 1
new and 1 converted position discussed earlier, general personnel increases as well as
the full year impact of the additional operating costs associated with opening the Pine
Avenue Park as well partial year costs associated with the opening two new facilities,
Learning Center and the Senior Center in FY 2007-08.
• Non-departmental expenses include the transfers previously discussed as well as
administrative and other expenses not associated with any one department. The most
significant change is the transfer to the Infrastructure Replacement Fund of $7.2 million
in FY 2006-07 to $7.9 million in FY 2007-08. This transfer helps to ensure funding is
available when major facilities need to be replaced.
• The Council Contingency account is available to the City Council for unanticipated
emergencies or unforeseen program needs during the year. It is budgeted at $2.3
million, or approximately 1.9% of the FY 2007-08 General Fund Budget, which is
consistent with the $2.3 million budgeted in the prior year. During FY 2006-07, Council
has authorized most of those funds be spent on emergency repairs for damages caused
by the 2005 storms, the implementation of the Citygate Associates Report and the San
Diego Regional Energy Office Recommended Energy Retrofits.
Changes In Other Funds
Special Revenue funds, at $10.5 million, are up 5.7% from last year. One of the largest
increases is in the Median Maintenance Fund, a Citywide Landscape Maintenance Fund. This
fund collects assessments paid by property owners to pay for the maintenance of the City's
medians. Using current budget estimates for maintaining current service levels, staff anticipates
that this fund will run short of cash by approximately $108,000 by the end of FY 2006-07. A
loan from the General Fund is included in the budget to cover the shortfall until a solution can be
determined. The Street Lighting and Landscaping District #2 is also anticipated to increase by
approximately $165,000 in FY 2007-08. This reflects several new zones that have been added
to the District in the last few years including; Bressi Ranch, The Raceway, The Palomar Forum
and The Villages of La Costa. The Oaks North Industrial will be included in the District in FY
2007-08. In FY 2007-08 there is a Financing City Wide Services Goal that will review
alternatives, conduct citizen outreach and provide City Council with viable options for funding
several key programs including; lighting and landscaping, open space, habitat management,
park development, storm water and flood control.
Enterprise funds total $45.2 million, which is an increase of $3.6 million over the estimate for
the current fiscal year. Water increases of 2.1% are attributed to the increase in the cost of
water as well as increased demand, and increased depreciation and debt service costs.
Expenses for long-term retiree health care funding are shown as a large one-time cost in 2006-
07, reducing the net increase when compared with 2007-08 budgeted expenditures.
Wastewater operations increased 19% over the current year
estimated expenditures due to higher costs of operating the
Encina Wastewater plant, higher depreciation expense from the
addition of completed facilities to the inventory, and
implementation of the Water Discharge Requirement Program
(WDR). The WDR Program requirement is a result of an Order
issued by the State Water Resources Control Board for the
purpose of ensuring that overflows from the sanitary sewers are
reduced statewide. This is an unfunded state mandate. In
order to comply with this mandate, additional staff and equipment is proposed. An additional
5.5 positions, one new vactor truck, one video inspection van, and two additional pick up trucks
B-13
Exhibit 1
are proposed to ensure continued compliance with the newly established maintenance
standards for sewer main and lift station wet well inspection and cleaning. The total cost for the
vehicles is $510,000 (one-time) plus $89,700 in annual ongoing costs. The proposed positions
include 4 Utility Workers, one Public Works Superintendent, and one Senior Office Specialist
will be split (50/50) between the Wastewater and Storm Water enterprises. The estimated
additional cost for the positions and the M&O costs is $315,000 per year.
The Solid Waste/Storm Water Enterprise costs are also increasing in order to comply with the
2007 Storm Water Permit requirements. This is also an unfunded state mandate. In 2007-08,
this program is requesting 2.5 additional positions: 1.0 Environmental Specialist position to
serve as lead over Inspections and Complaints, coordinate the Education and Outreach
Program, and oversee Municipal Facility Inspections; 1.0 Public Works Supervisor to plan,
organize and supervise work plans for personnel in storm drain maintenance programs, and a
.50 Senior Office Specialist position to assist with increased data entry, record keeping and
general clerical work. The total cost for personnel and M&O is estimated at $768,000 per year
plus one-time expenditures of $40,000 for 2 pickup trucks. The General Fund will reimburse the
Solid Waste/Storm Water Enterprise $138,800 for the General Fund share of Storm Water
maintenance costs.
As part of the ongoing financial management program, the City annually prepares five-year
forecasts for Water, Wastewater, and Solid Waste enterprises. The proposed rate increases
would result in an estimated total monthly increase to an average household of $6.89 per
month, or 9.1%.
The Internal Service funds budgets decreased in total by approximately $435,000, or 3.2%.
The Internal Service funds are self-supporting through user charges. Changes occurred in a
number of these funds:
• The Workers' Compensation Fund budget was decreased by an estimated $300,000
from FY 2006-07. This decrease reflects projections that settlements will continue to
decrease from previous years and claims will remain at current levels.
• The Liability Self-Insurance budget shows a decline of nearly $125,000 based on current
estimates of reduced settlements and premiums projected in FY 2007-08.
• The Health Insurance budget shows an increase of nearly $200,000 based on current
estimates that dental insurance premiums will increase by approximately 9% and
employee health insurance costs and premiums will increase by 5%. Insurance
estimates are provided by the City's medical insurance broker.
• The Vehicle Maintenance Fund budget has increased by nearly $175,000 in FY 2007-08
reflects the increased cost of fuel and the maintenance of City vehicles.
• The Vehicle Replacement Fund budget varies from year to year depending on the need
for replacements. The estimated budget for the Fund is $75,000 less than the previous
year, or an 8.0% reduction. A list of the requested vehicle replacements can be found at
the end of this document.
• The Information Technology Fund shows a decrease in the department's budget of
approximately $310,000. This is mainly due to decrease in one time capital spending.
In FY 2007-08 the Information Technology Department will develop a long term
technology plan to address options to best support the City's growing technology
infrastructure. A list of planned major capital outlay requests can be found at the end of
this document.
B-14
Exhibit 1
The Redevelopment Agency budgets have increased by 3.2% or an estimated $60,000 from
the previous year.
SUMMARY
The City of Carlsbad continues to fare well from an economic viewpoint. It is evident that the
planning and foresight by the City Council and residents have provided a sound economic base
for the City. The increased job opportunities from the development of the industrial and
commercial areas, as well as Carlsbad's reputation as a quality City, are keeping the demand
for housing growing, which in turn increases the property tax base. The continued opening and
expansion of the commercial ventures enhances Carlsbad's standing as a destination resort
and gives it the revenues needed to provide quality services to the citizens and businesses. All
of these events add to the diversity and strength of Carlsbad's economic base, which will
provide the funding for additional services needed to maintain the quality of life in Carlsbad.
The challenges for the future will revolve around changing from a developing City to a fully built
City; it will be about managing costs while continuing to look for appropriate revenue streams
sufficient to pay for the services desired by the citizens. This year's budget reflects the
anticipated achievement of Council's vision and goals for the City. It allocates the available
funding in a manner that proactively plans for the future. This plan will provide top-quality
services to all who live, work, and play in Carlsbad.
2007-2008 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
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.
All construction costs are estimates and are reviewed and further refined each year. 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 years. The information shown in
subsequent years is to provide the most comprehensive snapshot of all the known future facilities
the City of Carlsbad plans to construct.
The Fiscal Year 2007-08 Preliminary Capital Improvement Program
outlines approximately $32.8 million in new appropriations to provide
additional funding for the continuation of existing projects as well as
funding for new projects. Projected revenues during the same fiscal
year are estimated at $44.0 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.
The remainder of the report explains the process and the results of the City's plans for its capital
facilities. A large increase in the cost of construction materials has occurred over the past 3 years
pushing up the cost of all of the City's projects. This cost escalation has contributed to the
projected shortfall in the Public Facilities Fees (PFF) Fund from the $17.0 million projected at
buildout last year to potentially $28 million at buildout this year. The deficit can also be partially
attributed to the $6.4 million cost increase for the Alga Norte Park. It is also important to note that
as the City approaches buildout there are fewer available development projects that can be
charged PFF. While this is not an immediate problem, it is an indication that the City may not
have the money to build all of the projects listed under the PFF program or will need to pursue
other funding options.
There are three recommendations in the FY 2007-08 CIP to help lower the PFF deficit balance to
approximately $12.7 million. The first recommendation is in FY 2006-07 to purchase a scheduled
land acquisition that was previously budgeted in PFF, with Park-ln-Lieu - Northeast (PIL-NE)
funds. The land acquisition is for a future park site and it is located in the new Robertson Ranch
development. The land acquisition cost for the park is approximately $4.6 million. An advance
from the PFF Fund for $4.6 million would be made in FY 2006-07 and the loan would be paid back
to the PFF Fund once cash is available in the PIL-NE Fund. The second recommendation is to
move approximately $4.8 million of traffic signal and median projects that were previously
budgeted in PFF to the Gas Tax Fund. The third recommendation is to move $6.0 million of the
Alga Norte Pool project to the General Capital Construction Fund. If these recommendations are
not implemented, then the PFF deficit would be approximately $28 million at buildout.
1-1
2007-2008 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
Additional options are available to further balance the PFF, however given that the PFF is not
anticipated to be in deficit until FY 2012, we recommend we do not implement any additional
options until we get closer to FY 2012. City staff will continue to monitor the projected deficit in
PFF and bring forward additional solutions at the appropriate time.
Proposition C was approved by the voters in November 2002. It allowed the City of Carlsbad to
expend over $1 million of general funds to help finance the following projects:
• City/Safety Training Center
• A portion of Cannon Road - East of College (reach 4)
• Trails and Open Space
• A swimming pool complex
As a result of the ballot initiative the City set aside $35 million for Proposition C projects. Currently
of the $35 million, $16.2 million is allocated to Alga Norte Park and approximately $1 million is
allocated for the design of the City/Safety Training Center. The remaining balance of $17.8 million
is available to help fund Proposition C projects.
It is still anticipated that the City will meet all of its growth management standards. This reflects
the Council's continued commitment to construct the facilities as needed to serve the current and
anticipated development occurring throughout the City.
PROJECT EVALUATION
What is the definition of a CIP project? Projects that are shown in the CIP are generally defined
as any construction (or reconstruction/replacement) of major infrastructure such as streets,
libraries, parks, fire 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 CIP and the Operating Budget are integral
parts of the total City financing plan. This year
the CIP review process was analyzed and
process improvements were implemented. Staff
began by evaluating the construction schedules
for City facilities in conjunction with the workload
of the staff needed to complete the projects.
Whenever possible project timing was reviewed
and projects were moved into the appropriate
year. In the FY 2007-08 CIP, there are
approximately 118 projects planned through
buildout. All projects were analyzed using the
criteria shown in the table. An evaluation of the
availability of capital construction funds as well as
operating funds was then factored into the
evaluation process.
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. Does the project complete or provide part of
the basic infrastructure (example: a linking
road segment)?
5. Are there other reasons to construct the
project (example: timing or funding
opportunity, public demand)?
I-2
2007-2008 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
Building Cost Index
Due to the recent volatility in construction costs, all
capital project costs were updated to reflect the latest
increases in materials costs. This was done through
either a detailed review of the cost components, or, in
cases where the project is only in its conceptual
stages, by increasing the total cost by the Engineering
News Record (ENR) index. As seen in the chart, the
past several years have seen large building cost
increases; 9.7% in 2004, 4.6% in 2005 and 3.6% in
2006. The ENR is forecasting that annual inflation for
building costs could remain in the 3% to 4% range in
2007.
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 the buildout of the City. All construction costs are estimates
and only projects scheduled for FY 2007-08 are appropriated. The information shown in the
future years reflect the most comprehensive snapshot of the known future facilities and their
associated cost at this point in time.
THE NEXT FIVE YEARS...
PARK PROJECTS
The City has planned a number of park projects over the next 5 years which will enhance the
recreational opportunities for Carlsbad's residents and allow the City to meet the standards for
park acreage as set forth in the growth management plan. Some of the more significant projects
are listed below.
• Alga Norte Park and Aquatic Center - This park site consists of 30 acres in the Southeast
Quadrant with planned amenities that include ball fields, soccer fields, picnic areas, tot lots, a
skate park, a dog park, restrooms, parking facilities, and an aquatic center. The aquatic center
will include a 50-meter competition pool, a 12-lane instructional pool and a therapy pool as well as
a water play area with slides. A swimming pool complex was one of the projects approved by the
voters through Proposition C in 2002. The total cost of the park is estimated to be $22.1 million.
The total cost of the aquatic center is estimated to be $28.3 million. At this time, construction is
scheduled to start in the winter of 2007. Construction will take approximately 2 years.
• Pine Park Community Center - The plan to construct a 20,000 square foot community facility
and gymnasium at Pine Avenue Park has not changed. The facility will include basketball,
volleyball, gymnastics, multi-purpose rooms, meeting rooms, a teen center and office space.
Design of this $9.4 million facility is still expected to begin in FY 2009-10 and construction is still
scheduled to begin in FY 2010-11.
• Poinsettia Tennis Courts - Plans are currently underway to
build seven tennis courts with lighting at the Poinsettia Park. The
facility will also receive additional parking and construction is
scheduled to begin in FY 2008-09. The estimated cost of the
Tennis Courts and Parking is $2.1 million.
• Poinsettia Park Community Center - Phase II of this 42-acre
park includes amenities such as a community facility, gymnasium,
enclosed soccer field, tot lot, picnic areas, tennis complex,
clubhouse, stadium court and additional parking. The cost has been escalated to reflect inflation
I-3
2007-2008 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
and the revised cost is now expected to be approximately $12.5 million. The timing of the design
has not changed and is still scheduled to begin in FY 2010-11 and the construction start is still FY
2010-11.
CIVIC FACILITIES
Civic facilities include a variety of facilities from which the City can offer its services to the public.
Many of these are still in the preliminary design stage and will be further defined over the next
several years.
• Civic Center - The Civic Center will consolidate City administrative operations and facilities
into a more centralized location. It also may include a variety of other services and recreational
opportunities for citizens and visitors. Council, citizens and members of the business community
have been participating in a visioning process to deterOmine the anticipated needs for the citizens
and for the City. Once the process is complete, a site will be chosen and design and construction
can begin.
• Public Works Center - The project is for the construction of the Public Works Center and
associated improvements. It includes offices, shops, a yard, warehouse and parking to
accommodate the Public Works Department. The cost has been escalated to reflect inflation and
the revised cost is now approximately $27.3 million without any land acquisition costs.
• Safety Training Center - It is necessary to relocate the Police Department's shooting range
which was located on the new golf course property, The Crossings at Carlsbad. In addition, there
is a need for specialized training facilities for other public safety purposes. This project was
authorized under Proposition C, which was approved in 2002. Preliminary design work is
currently underway. In addition to a shooting range, the facility may include a fire training tower,
residential training prop, fire administration building with classroom and storage facilities. There is
currently $950,000 budgeted for design only. Once the design is complete the construction
budget will be developed and funding sources will need to be identified.
• Library Learning Center - This project is to provide a permanent location for the Adult
Learning and the Centra de Informacion programs. The existing building adjacent to Holiday Park
is currently being remodeled and a second story will be added.
• Fire Station No. 6 Relocation - Fire Station No. 6 is currently
located in a temporary facility in the southeast quadrant of
Carlsbad. The relocation of this station to a new 6,200 square
foot permanent facility along the east side of Rancho Santa Fe
Road is progressing and a contract has been awarded for
construction. Total cost is approximately $5.8 million. This fire
station is required to help ensure a five-minute response time
within the southeast part of the City as development in that area
occurs.
• Fire Station No. 3 Relocation - Fire Station No. 3 is currently located at the corner of Chestnut
and Catalina. As the City grows eastward, relocation of this station is needed to help ensure the
five-minute response time. The new station is budgeted as a 6,200 square foot facility and the
current proposed site is next to Calavera Hills Community Park. The suitability of this location is
currently under review. Total cost is projected at $6.8 million and includes $1 million for land
acquisition.
I-4
2007-2008 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
STREET PROJECTS
Traffic congestion continues to be one of the top concerns among citizens. To help improve the
flow of traffic throughout Carlsbad and to keep the City's streets in top condition, there are a
number of street projects expected to be completed in the next five years. Some of the larger
street projects include:
• Faraday Avenue and Melrose Drive Extensions east of El Camino Real - This project
encompasses the extension of Melrose Drive from Palomar Airport Road to the Carlsbad/Vista
city limits and the extension of Faraday Avenue from Orion Way to Melrose Drive in Vista. The
project would include the reconstruction of a portion of existing Melrose Drive in the City of Vista
and the construction of a bridge over the Agua Hedionda Creek along Faraday Avenue. This
project is being built by the developers in the area and reimbursed from the proceeds of a bond
issue. Community Facilities District #3 is the mechanism for the issuance and repayment of the
debt.
• Pavement Management - A street can last a lifetime if it is properly maintained. Applying seals
and overlays when roadways are beginning to show signs of distress can minimize the more
expensive repair/reactive maintenance activities. The proactive approach consists of the
scheduled application of a seal or overlay once every seven years. By using the proactive
approach the City can efficiently maintain over 330 miles of public roadways at an annual cost of
approximately $3.4 million.
• El Camino Real Widening - Tamarack to Chestnut - An outside lane will be added to widen
the street to full prime arterial road standards. The project will include curb, gutter, sidewalk,
pavement and streetlights. The total cost of the project will be $3.3 Million and the project will
start in FY.2007-08.
• Concrete Repair - This is a companion program to the pavement management program. It will
insure that curbs, gutters and sidewalks are also properly maintained. By allocating the funding
both pavement and concrete replacements can be accomplished at the same time. This will help
maximize efficiencies and reduce inconvenience to the citizens. There is
$350,000 budget in FY 2007-08 for this program.
WATER/SEWER PROJECTS
The City's water and sewer projects are a vital component to the continued
health and welfare of its citizens. Most new lines are built and paid for by
developers. As the City ages, the number of these projects will grow as it
becomes necessary to repair and replace the lines that are being built
today.
• Vista/Carlsbad Interceptor - Reaches 1, 2, 3, 11, 13 to 15, and the Agua Hedionda lift station
are scheduled in the next five years. These projects are required to handle buildout flows and
replace deteriorated pipelines. The projects are predominantly funded by the City of Vista,
depending on the project, the City of Vista's share of the costs are between 60% - 90% of the total
project cost. The total estimated costs for all of the projects are approximately $29.7 million.
• Water Lines - Several major water lines are scheduled for construction within the next five
years:
Carlsbad Boulevard - South of Avenida Encinas
College Boulevard - Various sections
Faraday Avenue extension
Melrose Drive from Palomar Airport Road to Faraday
I-5
2007-2008 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
CAPITAL PROJECTS THROUGH BUILDOUT
The CIP for FY 2007-08 to Buildout outlines approximately 118 future projects at a cost of
approximately $411.8 million as shown below.
CIP Projects - All Future Projects
Type of Project
Streets/Circulation
Civic Projects
Parks
Sewer
Water
Drainage
Other (loans)
Total Future
Quantity
25%
22%
19%
14%
9%
5%
6%
100%
Total Cost
102,611,948
90,685,042
76,597,831
59,836,050
38,473,615
21,401,293
22,163,365
$411,769,144
One of the largest expenditure categories is for park and recreational facility construction and
acquisition projects, which total approximately $76.6 million. Park projects planned within all
quadrants of the City are listed below in addition to when the design and/or construction is
expected to begin. More detail follows on specific projects not discussed earlier in this report.
PARK PROJECTS BY QUADRANT
Northwest Quadrant
Pine Avenue Park Community Building: 2010-11
Southwest Quadrant
Poinsettia Park Community Building: 2011-12
Aviara Community Building: 2017-22
Northeast Quadrant
Park Site Development: 2017-22
Southeast Quadrant
Alga Norte Park: 2009-10
Alga Norte Aquatic Center: 2009-10
Leo Carrillo Park Phase III: 2017-22
Citywide Park and Recreational Projects
Municipal Golf Course: 2007-08
Veteran's Memorial Park: 2012-17
Business Park Recreational Facility: 2017-22
• Aviara Community Facility - Located in the southwest quadrant of the city, this project includes
the construction of an 18,000 square foot community facility that would include meeting and
activity rooms, as well as park offices.
• Leo Carrillo Park Phase III - This park was once part of the original
2,538 acre working rancho, home to actor Leo Carrillo, his wife Edith, and
their daughter Antoinette. It is located in the southeast quadrant,
approximately one mile south of Palomar Airport Road. Initial restoration
was completed and the park opened to the public in 2003. Future work
includes renovation of the barn into a small theatre, restoration of the
cantina, equipment shed, blacksmith shop, carriage house and water tank. A
botanical garden, picnic areas, and trails will also be added to enhance the
visitor's experience at the ranch.
I-6
2007-2008 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
• Leo Carrillo Event Area Expansion - The popularity of Carrillo Ranch for parties and weddings
has continued to increase every year. In FY 2007-08, the design of a new patio area at Leo
Carrillo Ranch is being proposed. The flagstone patio, seat wall, lighting, landscape and
additional service access will provide more level floor space for events and potentially increase
additional future rental revenue.
• Veterans Memorial Park - This project is located south and east of Agua Hedionda Lagoon
adjacent to the City Golf Course, The Crossings at Carlsbad. The Master Plan includes the
following improvements: community leisure needs, open space interpretive area, parking and
maintenance facility. Other suggested uses for this park include an amphitheater complex, sports
complex, conference center and numerous other active/passive recreation amenities.
Construction of Civic facilities such as libraries, administrative facilities, police and fire facilities are
currently estimated at $90.7 million of the total planned capital expenditures to buildout.
Approximately 25% of future expenditures are 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 as well as provide additional routes to the neighboring cities of
Oceanside, Vista, and San Marcos. Sections of these roads are already under construction by
developers. Additional roadway projects include replacement of the Carlsbad Boulevard Encinas
Creek Bridge, several road-widening projects, $3.8 million for concrete repair work and over $85.3
million for future pavement overlay. Additional traffic signals are expected to cost approximately
$8.8 million.
Sewer and drainage projects are expected to cost over $81.2 million, which includes over $25
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 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, and additional reservoirs are planned to increase storage for ultimate demands.
Specific timing and cost estimates for all capital projects are identified in the Detail Schedule of
Capital Projects (FY 2007-08 to Buildout) following this narrative.
UNFUNDED PROJECTS
There are several projects identified in the CIP for which there is no identifiable funding source.
The City will investigate obtaining possible outside funding such as Federal and State grants,
loans, or other financing sources. Once funding is identified for these projects the project costs
will have to be reviewed and updated to reflect actual cost estimates. The unfunded projects do
not receive annual inflationary increases. These projects are:
• El Camino Real Widening from Cassia Road to Camino Vida Roble
• Palomar Airport Road Widening and Bridge Reconstruction
• Poinsettia Lane - REACH E ($11M funded through BTD #2)
• Cannon Road - REACH 4B - College/Cannon to City Limits
• Cannon Lake Park (6.7 Acres)
• Hosp Grove/Buena Vista Lagoon Improvements
• Pine Ave. Park - Madison Property
• Pine Ave. Park - Restrooms/Storage
• Sf>
2007-2008 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
This year two projects at Pine Avenue Park that were added to the unfunded list. The two projects
at Pine Park are currently being reviewed by staff and staff plans to bring Council funding options
on these projects as part of the FY 2007-08 operating budget adoption.
FUTURE GROWTH AND DEVELOPMENT
There are a variety of revenues that are used to fund the capital
projects. 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 private 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 prepare cash
flow schedules using current fund balances combined with future estimated fees paid by those
developments, then compares the available funds to the expenditure plan to ensure that funding
will be sufficient for construction of the capital projects as planned 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.
Residential development is expected to taper off in the future. The number of annual building
permits issued is projected to decline compared to the previous five-year period. The
development schedules of the remaining vacant parcels is driving the timing of the future units,
rather than economic or market conditions. There are approximately 4,800 units remaining before
the City is predominantly built out.
Residential development for FY 2007-08 is projected at 251 units with an average about 423 units
per year over the next five years. This is compared to an average of over 1,002 units per year for
the previous five-year period. The decline is due to the dwindling supply of developable land,
rather than a lack of demand.
Residential Units Trend 2000 to 2012
Permits Issued
500
2000 2002 2004 2006 2008 2010 2012
The amount of non-residential development is projected to also decline slightly over the next five
years. The average annual square feet of non-residential development for the past 5 years was
about 793,000. For FY 2007-08, the estimate is for 471,000 square feet, and the average annual
development for the next 5-year period is approximately 735,000 square feet per year. Projects
I-8
&\
2007-2008 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
include several neighborhood commercial/retail developments located in or near the areas where
most of the residential development has 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 also have a commercial development. Other
commercial developments are planned at Calavera Hills and at Poinsettia Shores. Industrial
development consists of various new office and industrial projects, as well as expansion of
existing projects at Kelly Corporate Center, Gemological Institute of America and Legoland.
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 FY 2007-08 and subsequent years to buildout.
Projected Development
Residential and Non-Residential Construction
Year
2006-2007 current
2007-2008
2008-2009
2009-2010
2010-2011
2011-2012
Years 6- 10
Years 1 1 -buildout
Total Future
Residential
Units
422
251
579
669
313
305
1,474
1,067
4,658
Non-Residential
Square Feet
1,417,863
471 ,596
1,147,590
824,067
651,135
579,261
4,286,389
2,700,658
10,660,695
REVENUES
Revenues for Capital Projects from now until buildout are estimated to be approximately $597.6
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.
Funding Sources FY 2007-08 to Buildout
Total Revenue = $597.6 million
In Millions
175f/
I-9
2007-2008 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
Approximately 21% 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 commercial/
industrial square feet. Development revenues include Public Facilities Fees (PFF), Traffic Impact
Fees (TIF), Park-ln-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 (CFD) and Bridge and Thoroughfare Benefit Districts (BTD) comprise 9% of the
total. Water and Sewer replacement revenues generated by user fees equal approximately 22%
of total revenues, and are used to pay for replacement of existing water and sewer facilities.
Infrastructure replacement revenues, equal to 26%, are transfers from the City's General Fund
which are being set aside to pay for replacement of major capital facilities other than sewer and
water facilities. The remaining 22% consists of revenues from other agencies and include federal
and state grants, the county sales tax program (TransNet), redevelopment agency revenue, golf
course funding, 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 $166,900 per multi-family dwelling unit, and $285,600
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 FY 2007-08 TIF of $107. The trips-per-day value for commercial
and industrial buildings are averaged at 30 trips per 1,000 square feet of development, although
the actual volume of trips generated by commercial/industrial building can vary widely depending
on the ultimate land use. The value assigned to each commercial/industrial trip is $41.
CFD #1 is a citywide district established to finance various civic facilities required under the City's
Growth Management Plan. CFD #3 was established for the Faraday Avenue and Melrose Drive
Extensions east of El Camino Real. This project encompasses the extension of Melrose Drive
from Palomar Airport Road to the Carlsbad/Vista city limits and the extension of Faraday Avenue
from Orion Way to Melrose Drive in Vista.
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.
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.
1-10 „
2007-2008 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
SUMMARY
The proposed FY 2007-08 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 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 FY
2007-08 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 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 - Library
- Wastewater Treatment - Parks
- Circulation - Drainage
- Fire - Open Space
- Schools - Sewer Collection
- Water Distribution
The plan requires that appropriate public facilities be available, in conformance with the adopted
performance standards, as development occurs. Unless all 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 FY 2007-08 CIP, compliance with the Growth Management
Plan is continued.
1-11
Exhibit 3
1 RESOLUTION NO. 2007-154
2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF CARLSBAD, CALIFORNIA, ADOPTING THE FINAL
3 OPERATING BUDGET AND CAPITAL IMPROVEMENT
4 PROGRAM FOR THE FISCAL YEAR 2007-08 FOR THE
CITY OF CARLSBAD AND ESTABLISHING CONTROLS
5 ON CHANGES IN APPROPRIATIONS FOR THE VARIOUS
FUNDS.
6
7 WHEREAS, the City Council of the City of Carlsbad, California has reviewed the
8 proposed final Operating Budget and Capital Improvement Program for fiscal year
9 2007-08 and has held such public hearings as are necessary prior to adoption of the
10 final budgets.
11
12 WHEREAS, the Planning Commission made a finding of General Plan
13 Consistency for all projects receiving an allocation of funds for fiscal year 2007-08 on
14 May 2, 2007 pursuant to Planning Commission Resolution No. 6302.
15
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of16
Carlsbad, California, as follows:
18 1. That the above recitations are true and correct.
19 2. That certain documents now on file in the office of the City Clerk of the
20 City of Carlsbad entitled, "City of Carlsbad, 2007-08 Preliminary Operating Budget and
21 2007-08 to Buildout Capital Improvement Program - Preliminary" as amended in
22 accordance with Exhibits 3-A through 3-C attached hereto and incorporated by
23
reference herein, is hereby adopted as the Operating and Capital Improvement Budgets
24
for the City of Carlsbad for the fiscal year.25 y y
26 3. That the amounts reflected as estimated revenues for fiscal year 2007-08
27 as shown in Exhibits 3-A and 3-B are hereby adopted as the budgeted revenues for
28
Exhibit 3
1 2007-08.
2 4. That the amounts designated as the 2007-08 Budget request in Exhibits 3-
3 A and 3-B are hereby appropriated to the department or fund for which they are
4 designated, and such appropriation shall not be increased except as provided herein.
5 5. That total appropriations for each fund may only be increased or
6 decreased by the City Council by passage of a resolution amending the budget except
7 as provided herein.
8 6. That the following controls are hereby placed on the use and transfers of
9 budget funds:
10 A. No expenditure of funds shall be authorized unless sufficient funds
11 have been appropriated by the City Council or City Manager as described below.
12 i. The City Manager may authorize all transfers of funds from
13 account to account within any department.
14 ii. The City Manager may authorize transfers of funds between
15 departments within the same fund in an amount up to $100,000 per transfer.
16 iii. The City Manager may delegate any of the authority given to him
17 under this resolution.
18 iv. The City Manager may authorize budget adjustments involving
19 offsetting revenues and expenditures; the City Manager may authorize increases
20 in an appropriation for a specific purpose where the appropriation is offset by
21 unbudgeted revenue, which is designated for said specific purpose.
22 v. The City Manager may authorize the transfer of appropriations
23 between accounts and/or capital projects up to $1,000,000 for the costs
24 associated with the Encina Wastewater Facility (Encina) as authorized by the
25 Encina Wastewater Authority's staff and/or Board. Any increase to the total
26 appropriations for Encina's operating budget and capital program must be
27
28
Exhibit 3
1 approved by the City Council.
2 vi. The City Manager may authorize budget adjustments to increase
3 the appropriations for Workers Compensation, Risk, Self Insured Benefits and
4 Liability funds operating budget in an amount equal to the increases in costs of
5 claims expenses.
6 vii. The City Council must authorize all transfers of funds from the
7 Council's Contingency Account.
8 B. The City Manager may authorize emergency out of state travel for
9 public safety or emergency services purposes.
10 C. The City Council must authorize any increase in the number of
11 authorized permanent personnel positions above the level identified in
12 Exhibit 3-C.
13 D. The City Manager may authorize the hiring of temporary or part time
14 staff as necessary, within the limits imposed by the controls listed above.
15 7. That the legal level of budgetary control is the fund level. Budgets may
16 not legally be exceeded at the fund level without appropriate authorization by the City
17 Council.
18 8. That interest earned on grants may be appropriated during the year for the
19 purpose for which the grant was received.
20 9. That the Finance Director is authorized to transfer funds remaining in the
21 Traffic Congestion Relief Fund on June 30, 2008, to the Pavement Overlay Fund to be
22 used towards the Pavement Overlay program.
23 10. That all appropriations in the Operating Budget and in Capital
24 Improvement Program remaining unexpended at June 30, 2007, are hereby
25 appropriated to the 2007-08 fiscal year.
11. That all appropriations for outstanding encumbrances as of June 30,26
27 2007, are hereby continued into 2007-08 for such contracts or obligations.
28 /•> n
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council
of the City of Carlsbad on the 26th day of June, 2007, by the following vote to wit:
AYES: Council Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
'A LEWIS, Mayor
ATTEST:
LORRAINE M. WOOD, City Clerk
(SEAL)
f \
i hi
Cm OF CARLSBAD
OPERATING FUNDS
PROJECTED FUND BALANCES
FUND
[GENERAL FUND
ADVANCE TO MEDIAN MAINTENANCE
ADVANCE TO GOLF COURSE CAPITAL PROJECT
TOTAL
[SPECIAL REVENUE
POLICE ASSET FORFEITURE
COPS GRANT
POLICE GRANTS
HOUSING SECTION 8
HOUSING TRUST FUND
LIBRARY ENDOWMENT FUND
LIBRARY GIFTS/BEQUESTS
TREE MAINTENANCE
MEDIAN MAINTENANCE
STREET LIGHTING
BUEN A VISTA CRK CHNL MNT
LLDK2
ARTS SPECIAL EVENTS
RECREATION DONATIONS
SENIOR DONATIONS
CDBG ENTITLEMENT
COMMUNITY ACTIVITY GRANTS
CULTURAL ARTS PROGRAM
TOTAL
[ENTERPRISE
WATER OPERATIONS
RECYCLED WATER OPERATIONS
SANITATION OPERATIONS
SOLID WASTE MANAGEMENT
GOLF COURSE
TOTAL
[INTERNAL SERVICE
WORKER'S COMP SELF INSURANCE
RISK MANAGEMENT
SELF-INSURED BENEFITS
VEHICLE MAINTENANCE
VEHICLE REPLACEMENT
INFORMATION TECHNOLOGY
TOTAL
[REDEVELOPMENT
VILLAGE OPERATIONS / DEBT SVC
VILLAGE LOW/MOD INCOME HOUSING
SCCRA OPERATIONS / DEBT SVC
SCCRA LOW/MOD INCOME HOUSING
TOTAL
[TOTAL OPERATING FUNDS
UNRESERVED
BALANCE
JULY 1,2006
) 66,066,490
66,066,490
D
637,158
17,657
33.186
369.197
9,264.337
265,950
84,246
588,778
234,358
745,670
945,845
111,430
86,201
100,974
194,386
224,404
991,656
202,679
15,098,110
n
11.792.644
3.463,396
5,301,024
7,146,853
0
27,703,917
u
4,510,327
699,626
715,358
(23,486)
8,350,459
3,971.237
18.223.521
H
2,075,970
2,614,839
483.224
372,699
5,546,732
5132,838,770
ESTIMATED
REVENUES
114,494,000
1 14,494,000
150,000
145,800
15.700
6.136,000
977.000
11,000
101.000
490.000
389,000
983.662
142,200
297,000
35,000
30,000
17,000
682.000
64.000
9,000
10,675.382
23,056,080
3.123,350
7,748,889
2,284,723
0
38,213,042
2,577.202
1,645,709
887,000
2,555.000
1,811,000
4,608,388
14,064,299
2,745.300
790,000
28,000
16,000
3,579,300
$179,026,003
ESTIMATED FUND
EXPENDITURES TRANSFERS
111,748,814 •
(178,000)
(7,886,174)
111,748,814
0
0
0
5,227,604
359,048
14,000
0
612,615
595,897 178.000
947,798
110,162
140,129
32,231
0
0
470,342
0
8,521
8.478,345
26,946,333 " (400,000)
3,434,343
6.836,058
2,378,543
0
41,595,275
1,817,264
1,598,795 400,000
914.000
2.485.989
0
5.913.718
12,734,764
2,979,374
76.925
228.951
45,000
3,330,250
$177.887.448 ($7,886,174)
PROJECTED
BALANCE
JUNE 30, 2007
68,811,676
(178,000)
(7,886,174)
60.747,502
787,156
163,457
48.886
1,277.593
9.882.289
262,950
185,246
486,163
245.481
781.536
977,883
268,301
88,970
130,974
211,386
436,062
1,055,656
203,158
17.473,127
7.502.391
3,152,403
4,213.857
7,053,033
0
21,921,684
5,270,265
1,146.540
668.358
45,525
10,161,459
2,660.909
19,953,058
1,841,898
3,327.914
282,273
343.699
5,795.782
$125,891,151 1
* Includes fully funding liability for retiree health. General Fund's share is $4.8 million and Water's share is $2.7 million.
B-16
Exhibit 3A
CITY OF CARLSBAD
OPERATING FUNDS
PROJECTED FUND BALANCES
FUND
GENERAL FUND
ADVANCE FROM SOLID WASTE
ADVANCE TO MEDIAN FUND
ADVANCE TO SCCRA FUND
TRANSFER TO SOLID WASTE
TOTAL
SPECIAL REVENUE
POLICE ASSET FORFEITURE
COPS GRANT
POLICE GRANTS
HOUSING SECTION 8
HOUSING TRUST FUND
LIBRARY ENDOWMENT FUND
LIBRARY GIFTS/BEQUESTS
TREE MAINTENANCE
MEDIAN MAINTENANCE
STREET LIGHTING
BUENA VISTA CRK CHNL MNT
LLD#2
ARTS SPECIAL EVENTS
RECREATION DONATIONS
SENIOR DONATIONS
CDBG ENTITLEMENT
COMMUNITY ACTIVITY GRANTS
CULTURAL ARTS PROGRAM
TOTAL
ENTERPRISE
WATER OPERATIONS
RECYCLED WATER OPERATIONS
SANITATION OPERATIONS
SOLID WASTE MANAGEMENT
GOLF COURSE
TOTAL
INTERNAL SERVICE
WORKER'S COMP SELF INSUR
RISK MANAGEMENT
SELF-INSURED BENEFITS
VEHICLE MAINTENANCE
VEHICLE REPLACEMENT
INFORMATION TECHNOLOGY
TOTAL
| REDEVELOPMENT
VILLAGE OPERATIONS / DEBT SVC
VILLAGE LOW/MOD INCOME HOUSING
SCCRA OPERATIONS / DEBT SVC
SCCRA LOW/MOD INCOME HOUSING
TOTAL
TOTAL OPERATING FUNDS
PROJECTED
BALANCE
JULY 1,2007
60,747,502
60,747,502
787,156
163,457
48,886
1,277,593
9,882,289
262,950
185,246
466,163
245,461
781,536
977,883
268,301
88,970
130,974
211,386
436,062
1,055,656
203,158
17,473,127
7,502,391
3,152,403
4,213,857
7,053,033
0
21,921,684
5,270,265
1,146,540
668,358
45,525
10,161,459
2,660,909
19,953,056
1,841,896
3,327,914
282,273
343,699
5,795,782
$125,891,151
ESTIMATED
REVENUES
120,999,000
120,999,000
73,000
192,000
0
5,962,679
612,000
10,000
0
485,391
365,630
950,661
143,000
476,623
121,875
0
0
672,080
40,000
7,000
10,111,939
25,118,399
3,746,016
8,739,771
3,019,853
0
40,624,039
2,075,420
1,388,887
950,666
2,712,963
2,247,598
5,355,500
14,731,034
2,766,500
806,967
4,000
14,000
3,591,467
$190,057,479
ADOPTED
BUDGET
115,619,535
115,619,535
140,351
219,746
0
6,020,512
436,366
12,350
0
598,368
709,226
1,244,978
90,600
248,434
59,520
16,200
64,500
602,848
30,000
26,100
10,520,099
26,048,581
4,971,322
10,846,430
3,300,761
0
45,167,094
2,028,576
1,349,977
967,540
2,745,984
865,000
5,034,921
12,991,998
1,609,336
95,604
180,293
43,595
1,928,828
$186,227,554
PROJECTED
FUND RESERVED BALANCE
TRANSFERS BALANCES JUNE 30, 2008
66,126,967
136,000 136,000
(108,000) (108,000)
(200,000) (200,000)
(138,800) (138,800)
65,816,167
719,805
135,711
48,886
1,219,760
10,057,923
260,600
185,246
353,186
108,000 9,865
487,219
1,030,283
496,490
151,325
114,774
146,886
505,294
(1,000,000) 65,656
184,058
16,172,967
6,572,209
1,927,097
2,107,198
2,800 6,774,925
0
17,381,429
(3,400,000) 1,917,109
(750,000) 435,450
651,484
12,504
(5,000,000) 6,544,057
(1,710,601) 1,270,887
10,831,491
2,999,060
4,039,277
200,000 305,980
314,104
7,658,421
$0 ($11,860,601) $117,860,475 1
B-17
Exhibit 3A
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
REVENUE SOURCE
GENERAL FUND
TAXES
PROPERTY TAX
SALES TAX
TRANSIENT TAX
FRANCHISE TAX
BUSINESS LICENSE TAX
TRANSFER TAX
TOTAL TAXES
INTERGOVERNMENTAL
VEHICLE LICENSE FEES
OTHER
TOTAL INTERGOVERNMENTAL
LICENSES AND PERMITS
BUILDING PERMITS
OTHER LICENSES & PERMITS
TOTAL LICENSES & PERMITS
CHARGES FOR SERVICES
PLANNING FEES
BUILDING DEPT. FEES
ENGINEERING FEES
AMBULANCE FEES
RECREATION FEES
OTHER CHARGES OR FEES
TOTAL CHARGES FOR SERVICES
FINES AND FORFEITURES
INCOME FROM INVESTMENTS
AND PROPERTY*
INTERDEPARTMENTAL CHARGES
OTHER REVENUE SOURCES
TOTAL GENERAL FUND
ACTUAL
REVENUE
2005-06
H
$38,041,495
27,294,382
11,512,552
5,429,31 1
3,039,678
1,905,842
87,223,260
587,179
515,062
1,102,241
1,375,736
1,128,284
2,504,020
890,672
998,840
1,825,354
1,685,850
1,581,370
769,587
7,751,673
1,063,268
2,411,227
2,611,380
1,280,462
105,947,531
PROJECTED
REVENUE
2006-07
$44,921,000
28,000,000
12,827,000
5,324,000
3,200,000
993,000
95,265,000
604,000
1,239,000
1,843,000
930,000
1,000,000
1,930,000
1,000,000
1,036,000
1,830,000
1,500,000
1,630,000
770,000
7,766,000
1,050,000
3,710,000
2,180,000
750,000
114,494,000
* Interest Is calculated on an amortized cost basis.
ESTIMATED
REVENUE
2007-08
$49,963,000
28,501,000
13,648,000
5,623,000
3,280,000
1,013,000
102,028,000
625,000
2,258,000
2,883,000
721,000
875,000
1,596,000
443,000
680,000
1,025,000
1,565,000
1,685,000
796,000
6,194,000
1,086,000
3,892,000
2,570,000
750,000
120,999,000
AS%
OF FY 06-07
PROJECTED
11.2%
1.8%
6.4%
5.6%
2.5%
2.0%
7.1%
3.5%
82.2%
56.4%
-22.5%
-12.5%
-17.3%
-55.7%
-34.4%
-44.0%
4.3%
3.4%
3.4%
-20.2%
3.4%
4.9%
17.9%
0.0%
5.7%
DIFFERENCE
2006-07 TO
2007-08
5,042,000
501,000
821,000
299,000
80,000
20,000
6,763,000
21,000
1,019,000
1,040,000
(209,000)
(125,000)
(334,000)
(557,000)
(356,000)
(805,000)
65,000
55,000
26,000
(1,572,000)
36,000
182,000
390,000
0
6,505,000
B-18
Exhibit 3A
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
REVENUE SOURCE
SPECIAL REVENUE FUNDS
POLICE ASSET FORFEITURE
ASSET FORFEITURES
INTEREST
TOTAL
COPS GRANT
STATE FUNDING (AB3229)
INTEREST
TOTAL
POLICE GRANTS
FEDERAL GRANT
INTEREST
TOTAL
HOUSING - SECTION 8
FEDERAL GRANT
INTEREST
OTHER
TOTAL
HOUSING TRUST FUND
AFFORDABLE HOUSING FEES
FEDERAL GRANT
INTEREST
OTHER
TOTAL
LIBRARY ENDOWMENT FUND
INTEREST
TOTAL
LIBRARY GIFTS/BEQUESTS
GIFTS/BEQUESTS
INTEREST
TOTAL
ACTUAL
REVENUE
2005-06
114,926
13,302
128,228
137,284
(1,237)
136,047
21,690
216
21,906
6,013,874
1,576
13,256
6,028,706
57,017
295,406
240,700
847,584
1,440,707
6,332
6,332
88,955
2,948
91,903
PROJECTED
REVENUE
2006-07
125,000
25,000
150,000
140,000
5,800
145,800
15,000
700
15,700
6,100,000
10,000
26,000
6,136,000
24,000
0
450,000
503,000
977,000
11,000
11,000
96,000
5,000
101,000
ESTIMATED
REVENUE
2007-08
50,000
23,000
73,000
190,000
2,000
192,000
0
0
0
5,951,179
1,500
10,000
5,962,679
57,000
0
480,000
75,000
612,000
10,000
10,000
0
0
0
AS%
OF FY 06-07
PROJECTED
-60.0%
-8.0%
-51.3%
35.7%
-65.5%
31.7%
-100.0%
-100.0%
-100.0%
-2.4%
-85.0%
-61.5%
-2.8%
137.5%
0.0%
6.7%
-85.1%
-37.4%
-9.1%
-9.1%
-100.0%
-100.0%
-100.0%
DIFFERENCE
2006-07 TO
2007-08
(75,000)
(2,000)
(77,000)
50,000
(3,800)
46,200
(15,000)
(700)
(15,700)
(148,821)
(8,500)
(16,000)
(173,321)
33,000
0
30,000
(428,000)
(365,000)
(1,000)
(1,000)
(96,000)
(5,000)
(101,000)
B-19
Exhibit 3A
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
REVENUE SOURCE
TREE MAINTENANCE
TREE MAINTENANCE FEES
INTEREST
TOTAL
MEDIAN MAINTENANCE
MEDIAN MAINTENANCE FEES
INTEREST
TOTAL
STREET LIGHTING
STREET LIGHTING FEES
INTERDEPARTMENTAL
OTHER
INTEREST
TOTAL
BUENA VISTA CREEK CHNL MAINT
BUENA VISTA FEES
INTEREST
TOTAL
LLD#2
LLD #2 FEES
INTEREST
OTHER
TOTAL
ARTS SPECIAL EVENTS
DONATIONS
INTEREST
TOTAL
RECREATION DONATIONS
DONATIONS
INTEREST
TOTAL
ACTUAL
REVENUE
2005-05
465,439
15,453
480,892
397,696
717
398,413
715,034
28,000
189,530
25,900
958,464
99,911
19,938
119,849
121,753
650
6,000
128,403
70,562
(103)
70,459
14,290
2,195
16,485
PROJECTED
REVENUE
2006-07
464,000
26,000
490,000
388,000
1,000
389,000
718,000
28,000
200,662
37,000
983,662
100,200
42,000
142,200
290,000
4,000
3,000
297,000
32,000
3,000
35,000
25,000
5,000
30,000
ESTIMATED
REVENUE
2007-08
460,391
25,000
485,391
365,630
0
365,630
721,574
28,000
167,087
34,000
950,661
100,000
43,000
143,000
470,423
6,200
0
476,623
121,000
875
121,875
0
0
0
AS%
OF FY 06-07
PROJECTED
-0.8%
-3.9%
•0.9%
-5.8%
-100.0%
•6.0%
0.5%
0.0%
-16.7%
-8.1%
-3.4%
-0.2%
2.4%
0.6%
62.2%
55.0%
-100.0%
60.5%
278.1%
-70.8%
248.2%
-100.0%
0.0%
-100.0%
DIFFERENCE
2006-07 TO
2007-08
(3,609)
(1,000)
(4,609)
(22,370)
(1,000)
(23,370)
3,574
0
(33,575)
(3,000)
(33,001)
(200)
1,000
800
180,423
2,200
(3,000)
179,623
89,000
(2,125)
86,875
(25,000)
0
(30,000)
B-20
Exhibit 3A
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
REVENUE SOURCE
SENIOR DONATIONS
DONATIONS
INTEREST
TOTAL
CDBG ENTITLEMENT
FEDERAL GRANT
INTEREST
OTHER
TOTAL
COMMUNITY ACTIVITY GRANTS
INTEREST
TOTAL
CULTURAL ARTS PROGRAM
INTEREST
TOTAL
TOTAL SPECIAL REVENUE FUNDS
ACTUAL
REVENUE
2005-06
10,598
4,448
15,046
1,046,363
76,622
66,572
1,189,557
23,049
23,049
4,973
4,973
11,259,419
PROJECTED
REVENUE
2006-07
9,000
8,000
17,000
590,000
48,000
44,000
682,000
64,000
64,000
9,000
9,000
10,675,362
ESTIMATED
REVENUE
2007-08
0
0
0
602,080
35,000
35,000
672,080
40,000
40,000
7,000
7,000
10,111,939
AS%
OF FY 06-07
PROJECTED
-100.0%
-100.0%
-100.0%
2.1%
-27.1%
-20.5%
-1.5%
-37.5%
-37.5%
-22.2%
-22.2%
-5.3%
DIFFERENCE
2006-07 TO
2007-08
(9,000)
(8,000)
(9,000)
12,080
(13,000)
(9,000)
(9,920)
(24,000)
(24,000)
(2,000)
(2,000)
(563,423)
B-21
Exhibit 3A
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
REVENUE SOURCE
ENTERPRISE FUNDS
WATER OPERATIONS
WATER SALES
READY TO SERVE CHARGES
PROPERTY TAXES
NEW ACCOUNT CHARGES
BACK-FLOW PROGRAM FEES
PENALTY FEES
INTEREST
ENGINEERING OVERHEAD
SERVICE CONNECTION FEES
AGRICULTURAL CREDITS
OTHER
TOTAL
RECYCLED WATER
WATER SALES
READY-TO-SERVE CHARGE
RECYCLED WATER CREDITS
INTEREST
OTHER
TOTAL
SANITATION OPERATIONS
SERVICE CHARGES
MISC SEWER
ENGINEERING OVERHEAD
PENALTY FEES
INTEREST
OTHER
TOTAL
SOLID WASTE MANAGEMENT
INTEREST
RECYCLING FEES (AB939)
PENALTY FEES
STATE GRANT
TRASH SURCHARGE
OTHER
TOTAL
GOLF COURSE
OTHER
OPERATIONS
INTEREST
TOTAL
TOTAL ENTERPRISE FUNDS
ACTUAL
REVENUE
2005-06
1
13,689,338
3,899,822
2,257,123
136,790
109,886
245,007
343,809
169,563
168,173
100,024
177,388
21,296,923
1,324,484
108,235
588,936
90,666
11,815
2,124,136
6,707,125
19,587
159,675
74,205
155,154
26,241
7,141,987
160,058
283,280
48,403
29,214
1,561,061
12,694
2,094,710
18,996
0
532,154
551,150
33,208,906
PROJECTED
REVENUE
2006-07
14,996,100
4,150,000
2,369,980
100,000
115,000
250,000
500,000
130,000
140,000
105,000
200,000
23,056,080
1,575,130
130,000
784,220
240,000
394,000
3,123,350
7,300,000
19,759
164,465
74,852
162,193
27,620
7,748,889
286,145
294,612
50,339
25,531
1,608,582
19,514
2,284,723
0
0
0
0
36,213,042
ESTIMATED
REVENUE
2007-08
16,218,282
5,101,622
2,488,479
97,000
117,300
255,000
326,216
133,900
135,800
100,800
144,000
25,118,399
2,014,741
139,100
1,026,079
166,096
400,000
3,746,016
8,300,612
19,953
169,399
75,589
145,770
28,448
8,739,771
283,817
306,397
52,353
25,000
2,352,286
0
3,019,853
0
0
0
0
40,624,039
AS%
OF FY 06-07
PROJECTED
8.2%
22.9%
5.0%
-3.0%
2.0%
2.0%
-34.8%
3.0%
-3.0%
-4.0%
-28.0%
8.9%
27.9%
7.0%
30.8%
-30.8%
1.5%
DIFFERENCE
2006-07 TO
2007-08
1,222,182
951,622
118,499
(3,000)
2,300
5,000
(173,784)
3,900
(4,200)
(4,200)
(56,000)
2,062,319
439,611
9,100
241,859
(73,904)
6,000
19.9% 622,666
13.7%
1.0%
3.0%
1.0%
-10.1%
3.0%
12.8%
-0.8%
4.0%
4.0%
-2.1%
46.2%
-100.0%
32.2%
0.0%
0.0%
0.0%
0
12.2%
1,000,612
194
4,934
737
(16,423)
828
990,882
(2,328)
11,785
2,014
(531)
743,704
(19,514)
735,130
0
0
0
0
4,410,997
B-22
Exhibit 3A
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
REVENUE SOURCE
| INTERNAL SERVICE FUNDS
WORKERS' COMP SELF-INSURANCE
INTEREST
INTERDEPARTMENTAL
OTHER
TOTAL
LIABILITY SELF-INSURANCE
INTEREST
INTERDEPARTMENTAL
OTHER
TOTAL
SELF-INSURED BENEFITS
OTHER
INTERDEPARTMENTAL
TOTAL
VEHICLE MAINTENANCE
INTERDEPARTMENTAL
OTHER
TOTAL
VEHICLE REPLACEMENT
INTERDEPARTMENTAL
INTEREST
OTHER
TOTAL
INFORMATION TECHNOLOGY
INTERDEPARTMENTAL
INTEREST
OTHER
TOTAL
TOTAL INTERNAL SERVICE FUNDS
ACTUAL PROJECTED
REVENUE REVENUE
2005-06 2006-07
83,156 210,000
2,200,238 2,350,000
70,446 17,202
2,353,840 2,577,202
21,391 20,000
1,284,458 1,375,000
31,113 250,709
1,336,962 1,645,709
44,113 50,000
804,367 817,000
848,480 867,000
2,651,519 2,532,000
(2,839) 23,000
2,648,680 2,555,000
785,771 1,400,000
205,965 380,000
39,516 31,000
1,031,252 1,811,000
4,126,814 4,388,388
86,994 177,000
29,879 43,000
4,243,687 4,608,388
12,462,901 14,064,299
ESTIMATED
REVENUE
2007-08
225,000
1,850,420
0
2,075,420
15,887
1,373,000
0
1,388,887
60,666
890,000
950,666
2,712,963
0
2,712,963
1,872,598
350,000
25,000
2,247,598
5,225,500
130,000
0
5,355,500
14,731,034
AS%
OF FY 06-07
PROJECTED
7.1%
-21.3%
-100.0%
-19.5%
-20.6%
-0.2%
-100.0%
-15.6%
21.3%
8.9%
9.7%
7.2%
-100.0%
6.2%
33.8%
-7.9%
-19.4%
24.1%
19.1%
-26.6%
-100.0%
16.2%
4.7%
DIFFERENCE
2006-07 TO
2007-08
15,000
(499,580)
(17,202)
(501,782)
(4,113)
(2,000)
(250,709)
(256,822)
10,666
-100.0%
83,666
180,963
(23,000)
157,963
472,598
(30,000)
(6,000)
436,598
837,112
(47,000)
(43,000)
747,112
666,735
B-23
Exhibit 3A
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
REVENUE SOURCE
| REDEVELOPMENT FUNDS
VILLAGE OPERATIONS / DEBT SERVICE
RENTAL INCOME
TAX INCREMENT
INTEREST
OTHER
TOTAL
VILLAGE LOW AND MOD INCOME HSNG
TAX INCREMENT
INTEREST
OTHER
TOTAL
SCCRA OPERATIONS/ DEBT SERVICE
TAX INCREMENT
OTHER
INTEREST
TOTAL
SCCRA LOW AND MOD INCOME HSNG
TAX INCREMENT
INTEREST
TOTAL
TOTAL REDEVELOPMENT FUNDS
ACTUAL
REVENUE
2005-06
_l
86,486
2,376,529
24,785
21,675
2,509,475
594,132
139,716
0
733,848
8,040
20,000
20,150
48,190
2,680
9,073
11,753
3,303,266
PROJECTED
REVENUE
2006-07
45,000
2,600,000
90,000
10,300
2,745,300
650,000
140,000
0
790,000
0
10,000
18,000
28,000
0
16,000
16,000
3,579,300
ESTIMATED
REVENUE
2007-08
37,500
2,648,000
70,000
11,000
2,766,500
661,967
145,000
0
806,967
0
0
4,000
4,000
0
14,000
14,000
3,591,467
AS%
OF FY 06-07
PROJECTED
-16.7%
1.9%
-22.2%
6.8%
0.8%
1.8%
3.6%
0.0%
2.2%
0.0%
-100.0%
-77.8%
-85.7%
0.0%
-12.5%
-12.5%
0.3%
DIFFERENCE
2006-07 TO
2007-08
(7,500)
48,000
(20,000)
700
21,200
11,967
5,000
0
16,967
0
(10,000)
(14,000)
(24,000)
0
(2,000)
(2,000)
12,167
ITOTAL OPERATING $166,182,023 $179,026,003 $190,057,479 6.2% $ 11,031,4761
B-24
Exhibit 3A
CITY OF CARLSBAD
OPERATING FUNDS
BUDGET EXPENDITURE SCHEDULE
DEPARTMENT
GENERAL FUND
POLICY AND LEADERSHIP GROUP
CITY COUNCIL
CITY MANAGER
COMMUNICATIONS
CITY CLERK
CITY ATTORNEY
CITY TREASURER
TOTAL POLICY/LEADERSHIP GROUP
ADMINISTRATIVE SERVICES
ADMINISTRATION
FINANCE
HUMAN RESOURCES
RECORDS MANAGEMENT
TOTAL ADMINISTRATIVE SERVICES
PUBLIC SAFETY
POLICE
FIRE
TOTAL PUBLIC SAFETY
COMMUNITY DEVELOPMENT
COMMUNITY DEVEL ADMIN
GEOGRAPHIC INFORMATION
ECONOMIC DEVELOPMENT
PLANNING
BUILDING
TOTAL COMMUNITY DEVELOPMENT
COMMUNITY SERVICES
LIBRARY
CULTURAL ARTS PROGRAM
RECREATION
SENIOR PROGRAMS
TOTAL COMMUNITY SERVICES
2004-05
ACTUALS
318.974
1,134,006
714,618
129,805
1 ,094,532
159,439
3,551 ,374
519,240
2,514,618
1,703,114
736,280
5,473,252
20,578,295
12,840,572
33,418,867
766,522
278,193
192,449
3,418,954
1,844,495
6,500,613
8,230,016
784,317
4,830,031
721,538
14,565,902
2005-06
ACTUALS
336,692
1 ,281 ,088
965,214
143,395
1,126,898
161,239
4,014,526
541 ,333
2,526,183
1,989,763
803,838
5,861,117
22,271 ,585
13,856,441
36,128,026
913,458
435,237
179,969
3,059,069
2,122,622
6,710,355
8,720,695
816,222
5,150,261
723,763
15,410,941
2006-07
ESTIMATED
EXPENDITURES
359,770
1,361,030
913,199
227,179
1,198,760
167,997
4,227,935
764,155
3,002,450
2,355,561
910,839
7,033,005
24,396,773
16,453,291
40,850,064
916,529
430,034
188,768
3,218,939
2,265,928
7,020,198
9,305,149
890,794
5,682,609
800,642
16,679,194
2006-07
ADOPTED
BUDGET
367,390
1 ,337,951
1,107,724
253,179
1 ,204,032
183,500
4,453,776
743,482
2,970,499
2,242,796
880,095
6,836,872
23,630,515
15,579,211
39,209,726
741,860
418,433
213,608
3,292,390
2,254,670
6,920,961
9,392,745
815,384
5,509,959
898,627
16,616,715
2007-08
PROPOSED
BUDGET
392,144
1,625,349
1,048,217
163,669
1 ,264,233
192,675
4,686,287
1,054,532
3,049,051
2,844,348
924,501
7,872,432
25,864,578
17,181,178
43,045,756
706,926
556,882
321,539
3,884,556
2,344,732
7,814,635
9,636,275
842,916
5,764,780
994,046
17,238,017
%INCR (DEC)
06-07 BUD
TO
07-08 BUD
6.7%
21 .5%
-5.4%
-35.4%
5.0%
5.0%
5.2%
41 .8%
2.6%
26.8%
5.0%
15.1%
9.5%
10.3%
9.8%
-4.7%
33.1%
50.5%
18.0%
4.0%
12.9%
2.6%
3.4%
4.6%
10.6%
3.7%
NOTE: Estimated expenditures may exceed Adopted Budget since they include prior year budget appropriations.
B-25
Exhibit 3A
CITY OF CARLSBAD
OPERATING FUNDS
BUDGET EXPENDITURE SCHEDULE
DEPARTMENT
PUBLIC WORKS
PUBLIC WORKS ADMIN
ENGINEERING
FACILITIES MAINTENANCE
PARK MAINTENANCE
STREET MAINTENANCE
TRAFFIC SIGNAL MAINT
TRAILS MAINTENANCE
TOTAL PUBLIC WORKS
NON-DEPARTMENTAL
COMMUNITY PROMOTION
COMMUNITY CONTRIBUTIONS
BEACH PARKING
HOSP GROVE PAYMENT
PROPERTY TAX AND OTHER ADMIN
DUES & SUBSCRIPTIONS
INFRASTRUCTURE REPLACE TRANS
MANAGEMENT INCENTIVE PAY
DISASTER PREPAREDNESS
LEGAL SERVICES
TRANSFER TO CIP
MISC / TRANSFERS OUT
TOTAL NON-DEPARTMENTAL
SUBTOTAL GENERAL FUND
CONTINGENCIES
TOTAL GENERAL FUND
2004-05
ACTUALS
874.618
5,873,943
2,949,783
3,619,918
2,468,340
575,776
76,273
16,438,651
505,831
46,365
0
800,000
415,782
56,701
3,830,000
0
1 ,694,332
12,959
1,037,535
106,382
8,505,887
88,454,546
0
88,454,546
2005-06
ACTUALS
908,189
6,077,519
3,246,660
4,078,500
2,641 ,550
953,587
132,537
18,038,542
338,668
66,500
2,434
800,000
385,531
58,207
4,250,000
0
5,499,701
118,029
600,000
100,491
12,219,561
98,383,068
0
98,383,068
2006-07
ESTIMATED
EXPENDITURES
1,173,173
7,908,284
3,715,344
4,859,426
3,599,410
743,406
274,420
22,273,463
0
0
36,000
275,000
446,150
75,200
7,200,000
560,000
0
250,000
0
4,822,605
13,664,955
111,748,814
0
111,748,814
2006-07
ADOPTED
BUDGET
977,632
7,208,940
3,786,086
4,749,395
2,907,163
1,013,807
322,658
20,965,681
0
0
36,000
275,000
446,150
75,200
7,200,000
560,000
0
250,000
0
216,000
9,058,350
104,062,081
2,300,000
106,362,081
2007-08
PROPOSED
BUDGET
1,123,216
8,646,684
3,823,980
5,208,007
3,060,435
738,997
338,789
22,940,108
0
0
36,000
275,000
550,600
75,700
7,900,000
635,000
0
250,000
0
0
9,722,300
113,319,535
2,300,000
115,619,535
%INCR (DEC)
06-07 BUD
TO
07-08 BUD
14.9%
19.9%
1 .0%
9.7%
5.3%
-27.1%
5.0%
9.4%
-
-
0.0%
0.0%
23.4%
0.7%
9.7%
13.4%
0.0%
-
-100.0%
7.3%
8.9%
0.0%
8.7%
B-26
Exhibit 3A
CITY OF CARLSBAD
OPERATING FUNDS
BUDGET EXPENDITURE SCHEDULE
DEPARTMENT
SPECIAL REVENUE FUNDS
POLICE ASSET FORFEITURE
COPS FUND
POLICE GRANTS
HOUSING SECTION 8
HOUSING TRUST
LIBRARY ENDOWMENT FUND
LIBRARY GIFTS/BEQUESTS
TREE MAINTENANCE
MEDIAN MAINTENANCE
STREET LIGHTING
BUENA VISTA CRK CHNL MNT
LLD#2
ARTS SPECIAL EVENTS
SENIOR DONATIONS
CDBG ENTITLEMENT
COMMUNITY ACTIVITY GRANTS
CULTURAL ARTS PROGRAM
RECREATION DONATIONS
TOTAL SPECIAL REVENUE FUNDS
ENTERPRISE FUNDS
WATER OPERATIONS
RECYCLED WATER OPERATIONS
SANITATION OPERATIONS
SOLID WASTE MANAGEMENT
GOLF COURSE
TOTAL ENTERPRISE FUNDS
INTERNAL SERVICE FUNDS
WORKERS COMP SELF INSURANCE
LIABILITY SELF-INSURANCE
SELF-INSURED BENEFITS
VEHICLE MAINTENANCE
VEHICLE REPLACEMENT
INFORMATION TECHNOLOGY
TOTAL INTERNAL SERVICE FUNDS
2004-05
ACTUALS
36,327
214,084
29,230
6,430,184
1,537,414
8,400
59,553
688,631
527,712
986,145
102,848
33,443
40,903
6,360
708,862
49,605
13,579
5,040
1 1 ,478,320
19,132,705
1 ,899,952
6,759,281
1,488,108
25,344
29,305,390
2,251 ,837
2,720,853
739,008
2,032,105
1,143,737
4,355,566
13,243,106
2005-06
ACTUALS
81 ,952
118,389
13,905
5,732,31 1
252,157
10,050
117,072
603,624
557,833
1,166,130
44,783
53,057
40,005
8,697
965,152
28,058
13,241
11,670
9,818,086
22,677,472
3,063,364
11,732,177
1 ,703,055
13,676
39,189,744
1 ,333,262
825,491
1,035,587
2,391 ,685
1 ,256,387
4,121,440
10,963,852
2006-07
ESTIMATED
EXPENDITURES
0
0
0
5,227,604
359,048
14,000
0
612,615
555,897
947,796
110,162
140,129
32,231
0
470,342
0
8,521
0
8,478,345
26,946,333
3,434,343
8,836,056
2,378,543
0
41 ,595,275
1,817,264
1 ,598,795
914,000
2,485,989
0
5,918,716
12,734,764
2006-07
ADOPTED
BUDGET
108,510
141,532
0
6,144,692
433,785
14,000
0
561,909
534,302
1 ,080,408
96,500
129,683
69,461
0
590,353
30,000
18,000
0
9,953,135
25,368,385
3,683,660
8,679,673
2,338,824
0
40,070,542
2,322,112
1,473,618
771 ,000
2,572,977
940,000
5,347,474
13,427,181
2007-08
PROPOSED
BUDGET
140,351
219,746
0
6,020,512
436,366
12,350
0
598,368
709,226
1 ,244,978
90,600
248,434
59,520
64,500
602,848
30,000
26,100
16,200
10,520,099
26,048,581
4,971 ,322
10,846,430
3,300,761
0
45,167,094
2,028,576
1,349,977
967,540
2,745,984
865,000
5,034,921
12,991,998
%INCR (DEC)
06-07 BUD
TO
07-08 BUD
29.3%
55.3%
-2.0%
0.6%
-11.8%
-
6.5%
32.7%
15.2%
-6.1%
91 .6%
-14.3%
-
2.1%
0.0%
45.0%
-
5.7%
2.7%
35.0%
25.0%
41.1%
-
12.7%
-12.6%
-8.4%
25.5%
6.7%
-8.0%
-5.8%
-3.2%
NOTE: Estimated expenditures may exceed Adopted budget since they include prior year budget appropriations.
B-27
Exhibit 3A
CITY OF CARLSBAD
OPERATING FUNDS
BUDGET EXPENDITURE SCHEDULE
DEPARTMENT
REDEVELOPMENT
VILLAGE OPERATIONS / DEBT SVC
VILLAGE LOW/MOD INCOME HSNG
SCCRA OPERATIONS / DEBT SVC
SCCRA LOW/MOD INCOME HSNG
TOTAL REDEVELOPMENT
2004-05
ACTUALS
5,657,983
70,613
776,091
36,995
6,541 ,682
2005-06
ACTUALS
3,325,504
67,190
461,968
30,149
3,884,811
2006-07
ESTIMATED
EXPENDITURES
2,979,374
76,925
228,951
45,000
3,330,250
%INCR (DEC)
2006-07
ADOPTED
BUDGET
1 ,525,51 1
93,775
206,831
42,535
1,868,652
2007-08
PROPOSED
BUDGET
1,609,336
95,604
180,293
43,595
1,928,828
06-07 BUD
TO
07-08 BUD
5.5%
2.0%
-12.8%
2.5%
3.2%
TOTAL OPERATING FUNDS 149,023,044 162,239,561 177,887,448 171,681,591 186,227,554 8.5%
B-28
Exhibit 3B
CITY OF CARLSBAD
CAPITAL FUNDS
PROJECTED FUND BALANCES FOR FY 2006-2007
FUND
BTD#2 - POINSETTIA LANE/AVIARA PKWY
BTD#3 - CANNON ROAD WEST
CFD#1 -CITYWIDE
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
RANCHO SANTA FE ROAD PROJECT
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
WATER - REPLACEMENT
TOTAL
JULY 1 , 2006
UNRESERVED
BALANCE
8,374,804
1,155,699
50,375,883
5,760,304
50,915,753
2,222,293
(347,726)
16,701
22,089,463
26,541,772
1,207,366
813,511
1,178,614
2,075,205
829,979
9,731 ,604
38,839,543
11,091,168
790,506
90,280
4,776,096
30,884,082
22,285,948
0
11,231,717
228,295
1,196,773
5,010,069
305,278
18,114,885
3,008,622
18,690,445
349,484,932
ESTIMATED
REVENUES
1 ,336,784
680,343
5,765,973
2,074,752
2,626,024
44,848,207
947,620
705,553
8,448,873
15,693,889
297,986
4,398,262
273,305
189,869
229,757
1,002,540
5,886,170
4,720,307
715,000
250,000
720,322
2,418,232
4,507,226
100,000
1,985,707
95,834
51,690
8,797,874
13,237
2,336,465
7,224,426
18,674,645
148,016,870
ESTIMATED
EXPENDITURES
0
433,845
4,332,587
3,133,566
3,798,581
42,239,391
255,633
15,362
1 ,965,693
8,898,685
0
433,328
576,000
0
0
606,469
2,049,092
4,650,486
30,454
43,139
159,298
903,964
2,680,360
0
2,089,121
215,762
16,035
4,580,125
0
2,702,142
3,296,386
3,815,944
93,921 ,448
ESTIMATED
DEBT SERVICE
LOANS & OTHER
0
45,167
206,649
277,698
0
166,103
0
705,245
0
171,780
0
0
0
0
0
426,305
0
35,450
71,719
0
0
2,342,060
350,600
0
0
0
2,301
1,035,843
223,464
0
6,000,000
0
12,060,384
JUNE 30, 2007
PROJECTED
BALANCE
9,711,588
1,357,030
51,602,620
4,423,792
49,743,196
4,665,006
344,261
1,647
28,572,643
33,165,196
1,505,352
4,778,445
875,919
2,265,074
1,059,736
9,701 ,370
42,676,621
11,125,539
1 ,403,333
297,141
5,337,120
30,056,290
23,762,214
100,000
11,128,303
108,367
1,230,127
8,191,975
95,051
17,749,208
936,662
33,549,146
391,519,970
I-26
CITY OF CARLSBAD
CAPITAL FUNDS
PROJECTED FUND BALANCES FOR FY 2007-2008
Exhibit 3B
FUND
BTD#2 - POINSETTIA LANE/AVIARA PKWY
BTD#3 - CANNON ROAD WEST
CFDt1 -CITYWIDE
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'S
PUBLIC FACILITIES FEE
RANCHO SANTA FE ROAD PROJECT
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
WATER - REPLACEMENT
TOTAL
JULY 1,2007
PROJECTED
BALANCE
9,71 1 ,588
1 ,357,030
51 ,602,620
4,423,792
49,743,196
4,665,006
344,261
1,647
28,572,643
33,165,196
1,505,352
4,778,445
875,919
2,265,074
1,059,736
9,701 ,370
42,676,621
11,125,539
1,403,333
297,141
5,337,120
30,056,290
23,762,214
100,000
11,128,303
108,367
1,230,127
8,191,975
95,051
17,749,208
936,662
33,549,146
391,519,970
ESTIMATED
REVENUES
131,310
54,797
1,739,179
1,918,628
750,000
0
1 ,963,578
0
7,801,000
0
44,346
0
149,905
80,187
203,140
244,733
2,388,044
7,978,743
100,000
0
151,538
4,033,935
5,280,000
0
594,781
0
0
3,722,000
0
740,931
0
3,934,010
44,004,785
06/30/2007
CONTINUING
APPROPR.
349,302
0
1 ,799,345
2,515,418
23,123,305
3,907,140
344,262
0
2,056,112
31 ,006,207
0
4,550,020
0
0
219,100
2,769,097
28,012,884
4,270,438
1,227,013
292,678
1,181,774
13,196,454
10,286,739
100,000
2,841,839
90,262
964,021
2,224,135
0
2,759,024
936,662
9,461,338
150,484,569
07/01/2007
NEW
APPROPR.
0
600,000
110,000
618,550
6,312,545
0
405,429
0
1,106,750
0
0
0
0
20,550
0
0
6,255,155
0
0
0
2,000,000
3,304,860
3,536,446
0
396,000
0
0
6,714,571
0
0
0
1,459,923
32,840,779
2007-2008
TOTAL CIP
APPROPR.
349,302
600,000
1,909,345
3,133,968
29,435,850
3,907,140
749,691
0
3,162,862
31 ,006,207
0
4,550,020
0
20,550
219,100
2,769,097
34,268,039
4,270,438
1,227,013
292,678
3,181,774
16,501,314
13,823,185
100,000
3,237,839
90,262
964,021
8,938,706
0
2,759,024
936,662
10,921,261
183,325,348
JUNE 30, 2008
PROJECTED
BALANCE
9,493,596
811,827
51,432,454
3,208,452
21,057,346
757,866
1,558,148
1,647
33,210,781
2,158,989
1 ,549,698
228,425
1,025,824
2,324,71 1
1,043,776
7,177,006
10,796,626
14,833,844
276,320
4,463
2,306,884
17,588,911
15,219,029
0
8,485,244
18,105
266,106
2,975,269
95,051
15,731,115
0
26,561,895
252,199,407
I-27
Exhibit 3B
CITY OF CARLSBAD
CAPITAL FUNDS
REVENUES ACTUAL AND ESTIMATED
FUND
BTD#2 - POINSETTIA LANE/AVIARA PKWY
BTD#3 - CANNON ROAD WEST
CFD#1 -CITYWIDE
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
RANCHO SANTA FE ROAD PROJECT
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
WATER - REPLACEMENT
TOTAL CAPITAL FUNDS
2003-2004
ACTUAL
REVENUE
2,082,421
0
4,724,143
1,785,785
558,927
0
361 ,048
52,028
3,946,110
11,111,949
47,366
125,004
514,627
30,554
35,582
1,241,432
5,224,343
4,691,448
7,547
245,691
557,429
1,813,446
4,198,825
78,572
975,812
110,471
14,861
4,120,403
1,479
3,064,296
9,009,877
2,877,307
63,608,783
2004-2005
ACTUAL
REVENUE
1 ,998,341
44,91 1
7,100,722
1,955,691
2,459,316
354,593
667,538
1,852
4,405,430
29,398,816
99,420
48,251
50,048
1,186,959
462,471
1,711,440
10,023,947
5,191,343
1,445,277
584,004
801,202
2,416,264
1,641,162
5,325
2,014,264
2,797
47,046
2,873,656
8,576
5,164,198
4,678,829
1,393,946
90,237,635
2005-2006
ACTUAL
REVENUE
1 ,376,967
94,297
4,595,150
1 ,974,975
2,699,589
551,150
1,127,704
429,683
4,787,770
14,888,674
303,004
216,055
577,594
342,046
180,662
974,397
7,177,940
5,393,508
1,058,550
74,118
362,151
1,672,308
5,271 ,251
1-36,933
1,407,742
65,859
28,618
2,320,925
6,935
3,386,838
10,878,643
5,495,772
79,857,808
2006-2007
ESTIMATED
REVENUE
1,336,784
680,343
5,765,973
2,074,752
2,626,024
44,848,207
947,620
705,553
8,448,873
15,693,889
297,986
4,398,262
273,305
189,869
229,757
1,002,540
5,886,170
4,720,307
715,000
250,000
720,322
2,418,232
4,507,226
100,000
1 ,985,707
95,834
51,690
8,797,874
13,237
2,336,465
7,224,426
18,674,645
148,016,870
2007-2008
ESTIMATED
REVENUE
131,310
54,797
1,739,179
1,918,628
750,000
0
1,963,578
0
7,801,000
0
44,346
0
149,905
80,187
203,140
244,733
2,388,044
7,978,743
100,000
0
151,538
4,033,935
5,280,000
0
594,781
0
0
3,722,000
0
740,931
0
3,934,010
44,004,785
Note: Revenues include intertund loans and transfers in.
I-28
CITY OF CARLSBAD
CAPITAL FUNDS
BUDGET EXPENDITURE SCHEDULE
Exhibit 3B
FUND
BTD#2 - POINSETTIA LANE/AVIARA PKWY
BTD#3 - CANNON ROAD WEST
CFD#1 -CITYWIDE
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
RANCHO SANTA FE ROAD PROJECT
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
WATER - REPLACEMENT
TOTAL CAPITAL FUNDS
2004-2005
ACTUAL
140,577
141,438
108,553
1 ,445,466
1,639,191
2,571,508
667,538
54,573
749,281
12,631,957
0
1,145,563
612,655
0
0
742,464
8,027,086
1 1 ,798,358
0
21,247
3,020,915
3,902,475
1,565,606
83,792
676,082
-
701,207
3,822,805
9,930
(68,980)
12,581,542
1,930,382
70,723,211
2005-2006
ACTUAL
116
20,312
188,281
2,735,687
2,650,728
26,426,592
1,475,430
445,294
1,459,679
19,972,734
0
216,470
0
0
0
1,230,192
7,653,585
7,944,216
24,576
225,217
629,637
1,244,997
3,927,937
136,933
509,411
32,720
76,019
4,668,118
4,905
501,035
10,004,001
3,347,918
97,752,740
2006-2007
ESTIMATED
0
479,012
4,539,236
3,41 1 ,264
3,798,581
42,405,494
255,633
720,607
1,965,693
9,070,465
0
433,328
576,000
0
0
1 ,032,774
2,049,092
4,685,936
102,173
43,139
159,298
3,246,024
3,030,960
0
2,089,121
215,762
18,336
5,615,968
223,464
2,702,142
9,296,386
3,815,944
105,981,832
2006-2007
CONTINUING
APPROPR.
349,302
0
1 ,799,345
2,515,418
23,123,305
3,907,140
344,262
0
2,056,112
31 ,006,207
0
4,550,020
0
0
219,100
2,769,097
28,012,884
4,270,438
1,227,013
292,678
1,181,774
13,196,454
10,286,739
100,000
2,841,839
90,262
964,021
2,224,135
0
2,759,024
936,662
9,461,338
150,484,569
2007-2008
NEW
APPROPR.
0
600,000
110,000
618,550
6,312,545
0
405,429
0
1,106,750
0
0
0
0
20,550
0
0
6,255,155
0
0
0
2,000,000
3,304,860
3,536,446
0
396,000
0
0
6,714,571
0
0
0
1,459,923
32,840,779
2007-2008
TOTAL CIP
APPROPR.
349,302
600,000
1,909,345
3,133,968
29,435,850
3,907,140
749,691
0
3,162,862
31,006,207
0
4,550,020
0
20,550
219,100
2,769,097
34,268,039
4,270,438
1,227,013
292,678
3,181,774
16,501,314
13,823,185
100,000
3,237,839
90,262
964,021
8,938,706
0
2,759,024
936,662
10,921,261
183,325,348
I-29
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Exhibit 3C
PERSONNEL ALLOCATIONS FOR 2006-07 AND 2007-08
MAJOR SERVICE AREA
(POLICY AND LEADERSHIP GROUP |
CITY COUNCIL
CITY MANAGER
COMMUNICATIONS
CITY TREASURER
CITY ATTORNEY
[ADMINISTRATIVE SERVICES |
ADMINISTRATION
RECORDS MANAGEMENT
INFORMATION TECHNOLOGY
FINANCE
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(PUBLIC WORKS |
ADMINISTRATION & ENVIRONMENTAL PROGRAMS
ENGINEERING SERVICES
GENERAL SERVICES
MAINTENANCE & OPERATIONS
FINAL
BUDGET
2005-06
1.00
6.00
2.75
0.75
7.00
2.00
8.00
16.00
27.00
2.00
10.00
151.00
79.75
4.00
13.00
1.00
2.00
24.00
10.00
48.00
5.00
32.50
14.20
51.60
91.95
49.50
FINAL
BUDGET
2006-07
1.00
7.00
3.75
0.75
7.00
2.00
8.00
19.00
28.00
2.00
10.00
157.00
87.75
5.00
13.00
1.00
3.00
27.00
10.00
48.00
5.00
30.50
18.00
54.00
95.25
47.00
PRELIMINARY
BUDGET
2007-08
1.00
7.00
3.75
0.75
7.00
2.00
8.00
19.00
28.00
2.00
10.00
162.00
88.75
5.00
13.00
1.00
4.00
27.00
10.00
48.00
5.00
30.50
22.00
55.00
97.25
53.00
2007-08
REQUESTED
CHANGES
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
5.00
1.00
0.00
0.00
0.00
1.00
0.00
0.00
0.00
0.00
0.00
4.00
1.00
2.00
6.00
FULL AND 3/4 TIME LABOR FORCE*660.00 690.00 710.00 20.00
B-29
PERSONNEL ALLOCATIONS FOR 2006-07 AND 2007-08 (Continued)
Exhibit 3C
SUMMARY OF REQUESTED LABOR FORCE BY CATEGORY
Full Time Personnel
3/4 Time Personnel in Full Time Equivalents
Hourly Full Time Equivalent Personnel
TOTAL LABOR FORCE
2005/06
654.00
6.00
147.47
807.47
2006-07
684.00
6.00
144.12
834.12
2007-08
704.00
6.00
137.77
847.77
Difference
20.00
0.00
(6.35)
13.65
LIMITED TERM EMPLOYEES
Management Interns
Legal Intern
Building Inspector Intern
Management Analyst (HR)
Division Chief Overstaff
Building Inspector Limited Term
GIS Intern
Associate Planner
Planning Technician Intern
TOTAL LIMITED TERM EMPLOYEES
2005/06
1.50
0.50
0.00
0.00
0.00
2.00
0.50
0.00
1.00
5.50
2006-07
1.50
0.50
0.00
0.00
0.00
2.00
0.50
0.00
1.00
5.50
2007-08
1.50
0.50
0.00
1.00
0.00
2.00
0.50
1.00
0.00
6.50
Difference
0.00
0.00
0.00
1.00
0.00
0.00
0.00
1.00
(1.00)
1.00
* The 2006-07 headcount adopted by City Council on June 20,2006 was 827.12. There were 7 mid year adjustments approved
by Council
B-30
Exhibit 4
1 RESOLUTION NO. 1300
2 A RESOLUTION OF THE BOARD OF DIRECTORS OF
CARLSBAD MUNICIPAL WATER DISTRICT (CMWD),
3 ADOPTING THE WATER DISTRICT FINAL OPERATING
. BUDGET AND CAPITAL IMPROVEMENT PROGRAM FOR
2007-08.
5 _
6
7 WHEREAS, the Board of Directors of the Carlsbad Municipal Water District,
8 California, has held such public hearings as are necessary prior to the adoption of the
9 2007-08 Operating and Capital Improvement Budgets.
10 NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the
11 Carlsbad Municipal Water District as follows:
12 1. That the above recitations are true and correct.
13 2. That certain documents now on file in the office of the Secretary entitled "City
14 of Carlsbad, 2007-08 Operating Budget and 2007-08 to Buildout Capital Improvement
15 Program - Preliminary," as amended in accordance with Exhibit 4-A attached hereto
16 and incorporated by reference herein, is hereby adopted as the Operating and Capital
17 Improvement Budgets for the Carlsbad Municipal Water District for the Fiscal Year
18 2007-08.
19 3. That the amounts reflected as estimated revenues for Fiscal Year 2007-08
20 are hereby adopted as the budgeted revenues for 2007-08.
21 4. That the amount designated as 2007-08 Budget in Exhibit 4-B is hereby
22 appropriated to the fund for which it is designated and such appropriation shall not be
23 increased except as provided herein.
24 5. That total appropriations may only be increased or decreased by the Board
25 of Directors by passage of a resolution amending the budget except as provided herein.
26 6. That the following controls are hereby placed on the use and transfers of
27 budget funds:
Exhibit 4
1 A. No expenditure of funds shall be authorized unless sufficient funds have
2 been appropriated by the Water Board or Executive Manager as described below.
3 i. The Executive Manager may authorize all transfers of funds from
4 account to account within the same fund in an amount up to $100,000 per transfer.
5 ii. The Executive Manager may delegate the authority to make budget
6 transfers.
7 iii. The Executive Manager may authorize budget adjustments
8 involving offsetting revenues and expenditures; the Executive Manager may authorize
9 increases in an appropriation for a specific purpose where the appropriation is offset by
10 unbudgeted revenue which is designated for said specific purpose.
11 iv. The Executive Manager may authorize increases in purchased
12 water appropriations in an amount equal to the same percent that water sales exceed
13 the amount of the original revenue estimate.
14 B. The Board of Directors must authorize any increase in the number of
15 authorized permanent personnel positions above the level identified in the final Budget.
16 The Executive Manager may authorize the hiring of temporary or part time staff as
17 necessary, within the limits imposed by the controls listed above.
18 7. That all appropriations and outstanding encumbrances as of June 30, 2007
19 are hereby continued into 2007-08 for such contracts and obligations.
20 8. All appropriations for Capital Improvement Projects remaining unexpended
21 at June 30, 2007, are hereby appropriated for such capital projects for the 2007-08
22 fiscal year.
23 9. The Board of Directors authorizes the transfer during FY 2006-07 of
24 $2,779,974 from the Water Enterprise Fund to the Payroll Trust Fund to fund the
25 actuarially determined unfunded liability of retiree health care costs.
26
///27
28
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
PASSED, APPROVED AND ADOPTED at a Special Meeting of the Board of
Directors of the Carlsbad Municipal Water District of the City of Carlsbad on the 26th
day of June, 2007, by the following vote to wit:
AYES: Board Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
ATTEST:
^
LORRAINE M. WOOD, Secretary
(SEAL)
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PROJECT TITLEisa.
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WATERI
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a:ERKLE RESERVIOUR BRIDGEI
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•1,246,700a!LJJCC
WATERI
THODIC PROTECTION PROGFS
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WATERUJzDa:LJJi;ESTNUT AVENUE RECYCLEDS
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WATERg
SUJo:R/TAMARACK PUMP STATIONa
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133,305 |266,610iLUEC
WATERLUZ_lzOg?RECYCLED WATER TRANSMILn
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WATERMP STATION REMOVALTAL POTABLE WATER3 O0. H
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Exhibit 4-B
PROGRAM:
FUND:
PROGRAM GROUP:
WATER OPERATIONS
WATER ENTERPRISE
MAINTENANCE & OPERATIONS ACCTNO. 5016310/5026310
PERSONNEL
MAINTENANCE & OPERATIONS
CAPITAL/DEBT/TRANSFERS
GRAND TOTAL
FULL TIME POSITIONS
HOURLY/FTE POSITIONS
2004-05
ACTUAL
2,797,535
18,979,763
1,184,191
22,961 ,490
34.12
0.00
2005-06
ACTUAL
2,947,824
21,239,172
1 ,553,905
25,740,901
35.75
0.00
2006-07
BUDGET
3,331,472
24,132,411
893,000
28,356,883
34.75
0.00
2007-08
BUDGET
3,418,275
25,939,463
915,200
30,272,938
35.50
0.00
PROGRAM GROUP DESCRIPTION:
The Carlsbad Municipal Water District, a subsidiary district of the City of Carlsbad, provides potable water service to
approximately 85 percent of the City (26,000 accounts). The District purchases 100% of its potable water as treated
water from the Metropolitan Water District and the San Diego County Water Authority. In FY 2006, the District's
Phase II Recycled Water Plant began production. In addition, the District continues to buy recycled water from the
Leucadia Wastewater Authority and Vallecitos Water District.
PROGRAM ACTIVITIES:
Water Operations
• Provide operation and maintenance of the potable and recycled water reservoirs, pumping, regulating, and
disinfection activities; collect water quality samples to ensure compliance with State and federal regulations.
Meter Services
• Collect water customer usage data for utility billing to ensure financial viability of the District through timely and
accurate revenue collections; provide customer service for water utility customers; and install, replace and
maintain water meters.
Cross-Connection Control
• Implement and enforce cross-connection control of potable and recycled water systems to ensure a safe supply
of potable water, and compliance with State and federal regulations.
PERFORMANCE/WORKLOAD MEASURES:
Water Cost
• Annual water loss not to exceed six percent as set by the California Department of Water Resources.
Distribution system losses commonly range between 6% and 15%. The American Water Works Association
recommends that the loss after treatment be maintained at 10% or less. Also, the annual cost of service will not
exceed $725 per acre-foot of water produced. This benchmark was established based on results of a survey
conducted by the American Water Works Association (AWWA) in February 2005.
Fiscal
Year
2000-01
2001-02
2002-03
2003-04
2004-05
2005-06
Water
Loss
4.3%
4.2%
5.2%
6.1%
5.0%
6.0%
Cost per
Acre-Foot
$735
$724
$755
$784
$828
$901
H-29
PROGRAM:
FUND:
PROGRAM GROUP:
WATER OPERATIONS
WATER ENTERPRISE
MAINTENANCE & OPERATIONS
Exhibit 4-B
PAGE TWO
ACCTNO. 5016310/5026310
PERFORMANCE/WORKLOAD MEASURES (continued)
Potable Water Quality
• Ninety-eight percent (98%) of bacteria samples free of coliform bacteria as adopted by the City's Performance
Measurement Team. The State requirement is that less than 5 percent of all samples collected during any
month are total coliform-positive.
Fiscal
Year
2001-02
2002-03
2003-04
2004-05
2005-06
No. Samples
Collected
1,719
1,719
1,752
1,724
1,719
Percent
Bacteria-Free
99.9%
99.9%
99.9%
99.8%
99.9%
Water Service Delivery
• Complete 90% of planned maintenance of water distribution valves and fire hydrants each year based on a
standard of maintenance. Measures the level of care with which the integrity of the water distribution system is
being maintained.
% of Planned Maintenance
Fiscal
Year
2002-03
2003-04
2004-05
2005-06
Valve
Maintenance
8%
24%
28%
56%
Fire Hydrant
Maintenance
10%
35%
35%
67%
WORKLOAD STATISTICS:
WATER OPERATIONS-PERCENT OF TOTAL WORKLOAD IN 2006
Valve Pi1"6 HydrantFlow Control
Station
Maintenance
4%
Dafly Op's
System
MaintenanC'
22%
Routine Water
Quality
Samples
13%
Maintenance Maintenance
3%
Rre Hydrant
Replacement/
Repair
1%
Other Misc
Maintenance
56%
SIGNIFICANT CHANGES:
Funding for one new Cross Connection Control Technician for enhancement of scheduled recycled water use site
monitoring and inspections in accordance with State Department of Health Services citation.
H-30
Exhibit 4-B
PROGRAM:
FUND:
PROGRAM GROUP:
FINANCE
GENERAL/ENTERPRISE
FINANCE ACCTNO. 0011310
PERSONNEL
MAINTENANCE & OPERATIONS
CAPITAL OUTLAY
GRAND TOTAL
FULL TIME POSITIONS
HOURLY/FTE POSITIONS
GENERAL FUND
WATER ENTERPRISE
STORM WATER
SOLID WASTE
SEWER ENTERPRISE
TOTAL FUNDING
2004-05
ACTUAL
$2,202,787
845,790
8,840
$3,057,418
28.00
2.50
$2,514,618
380,000
0
0
162,800
$3,057,418
2005-06
ACTUAL
$2,231 ,484
294,699
$2,526,184
28.00
2.50
$2,060,784
325,800
0
0
139,600
$2,526,184
2006-07
BUDGET
$2,584,571
849,532
68,240
$3,502,343
28.00
1.00
$2,970,499
376,191
0
0
155,653
$3,502,343
2007-08
BUDGET
$2,714,664
941 ,793
3,000
$3,659,457
28.00
1.00
$3,049,051
396,764
15,260
15,260
183,122
$3,659,457
MISSION STATEMENT:
Our mission is to ensure that the City of Carlsbad makes sound financial decisions. We take pride in accomplishing
this mission by maintaining individual and departmental credibility; working together as a team while respecting each
other's differences; and consistently striving to go above and beyond expectations.
PROGRAM ACTIVITIES:
Lonq-Ranqe Financial Planning and Budget Management
• Prepare ten-year operating forecasts incorporating various "what-if" scenarios to facilitate decision-making for
the City Council and City departments.
• Prepare and monitor annual capital and operating budgets to allocate resources in a cost-effective manner in
alignment with the City Council's goals.
• Perform bi-annual review of all City fees and annual cost allocation plan
General Accounting and Reporting
• Accurately bill, collect, record, and report all City revenues including follow-up of delinquent accounts.
• Prepare checks for City employees and for service and commodity suppliers.
• Prepare and maintain finance records and documents in conformity with generally accepted accounting
principles and applicable legal and contractual provisions.
• Prepare Comprehensive Annual Financial Report in conformity with generally accepted accounting principles.
• Provide the City Council and City management with timely monthly financial reports.
• Perform in-house internal control reviews as needed.
Assessment District/Community Facilities District (CFD) Administration
• Assist in evaluation and formation of new districts.
• Issue bonds for capital projects when required. Pay debt service and provide continuing disclosure information.
• Provide administration of CFDs and assessment districts as required by formation documents and State law.
Purchasing
• Issue and manage formal bid and quotation processes.
• Track and renew annual commodity and service contracts and joint agency contracts.
• Assist City departments in the creation and administration of contracts.
D-3
Exhibit 4-B
PROGRAM:
FUND:
PROGRAM GROUP:
FINANCE
GENERAL/ENTERPRISE
FINANCE
PAGE TWO
ACCTNO. 0011310
PROGRAM ACTIVITIES (continued):
Receiving. Messenger, and Mail Services
• Act as shipping and receiving for the Faraday Administration Center.
• Direct disposal of surplus and lost/unclaimed property.
• Collect outgoing City mail and apply postage.
• Sort and distribute all incoming City mail.
WORKLOAD AND PERFORMANCE INDICATORS:
• Average number of days to issue Monthly
Financial Status Report
• Awards received for CAFR
• Awards received for Annual Budget
• Number of business licenses processed
• Number of account payable checks processed
• Number of payroll checks issued
• Number of electronic payroll checks issued
• Outstanding debt issues administered
• Number of purchase orders issued
• Dollar amount of purchase orders issued
• Pieces of mail processed
FY2004
1
GFOA
GFOA
Distinguished
Budget
Presentation
8,634
14,870
8,394
16,317
$71 million
1,324
$84 million
173,491
FY2005
13
GFOA
GFOA
Distinguished
Budget
Presentation
8,576
15,399
7,831
18,124
$99 million
1,842
$89 million
172,408
FY2006
10.3
GFOA
CSMFO
Excellence in
Operational
Budget & Public
Communications
and Most
Distinguished
Budget Cover
8,955
15,315
6,473
18,495
$116 million
1,246
$105 million
174,282
KEY GOALS FOR 2007-08:
Top-Quality Services
• Review and update the City's business licensing policies and procedures to enhance customer service and
maximize revenues.
Financial Health
• Update technology as it relates to the City's financial information system.
• Update/Develop financing options and strategies for key City priorities including maintenance of open space,
trails, lighting, landscaping and medians, parks and habitat related facilities.
SIGNIFICANT CHANGES:
• None
D-4 73
PROGRAM:
FUND:
PROGRAM GROUP:
Exhibit 4-B
ENGINEERING
GENERAL/WATER & SEWER ENTERPRISE
ENGINEERING SERVICES ACCTNO. ooi57ix/ooi5720/
5X15710
PERSONNEL
MAINTENANCE & OPERATIONS
CAPITAL OUTLAY
GRAND TOTAL
FULL TIME POSITIONS
HOURLY/FTE POSITIONS
GENERAL FUND
WATER ENTERPRISE
SANITATION ENTERPRISE
TOTAL FUNDING
2004-05
ACTUAL
5,121,921
1 ,709,364
140,336
6,971 ,622
51.20
1.00
5,873,943
624,999
472,680
6,971 ,622
2005-06
ACTUAL
5,433,968
1 ,705,035
3,875
7,142,878
51.20
1.00
6,077,519
639,215
426,144
7,142,878
2006-07
BUDGET
5,842,586
2,444,951
80,000
8,367,537
54.60
0.50
7,208,940
695,162
463,435
8,367,537
2007-08
BUDGET
6,764,397
3,100,429
26,800
9,891 ,626
55.90
1.50
8,646,684
746,965
497,977
9,891 ,626
WORK PROGRAM:
The Engineering Department supports the City Council's goals by providing high-quality service in transportation
engineering, water supply, sewer collection, storm water control, parks, general engineering municipal projects,
project management, front counter operations, and construction inspection. The Engineering Department provides
services to the public and other City departments through preparation and processing of planning, design, and
construction of capital projects and performing traffic and transportation studies, water and sewer models and
master plans. The department is also responsible for ensuring that private development and public improvements
are properly designed, constructed, and inspected while maintaining public safety and the well being of the
community.
PROGRAM ACTIVITIES:
Administration
• Coordinate and direct all divisions to ensure accomplishment of City Council Goals and Objectives, provide
administrative and clerical support to all divisions, ensure that the management reporting system is accurately
maintained and generates all reports on schedule, and provide accurate records filed in a standardized and
efficient manner.
Development Services
• Provide comprehensive engineering input for all land use development applications; process engineering
development plans and maps in a professional manner, maintaining high-quality and meeting production goals;
ensure engineering questions related to land development are answered in a timely manner.
Planning and Programs
• Coordinate the preparation of the annual update to the City's Buildout Capital Improvement Program, update
existing facility impact fee programs, and assist developers with the formation of finance districts to fund major
public improvements. Administer and coordinate engineering activities for beach erosion, lagoon dredging,
growth management monitoring, special districts program, and facility mapping.
Design
• Design citywide capital improvement projects including domestic and recycled water systems, sewer systems;
civic and municipal building and park improvements, street improvements, performing markouts, preparing
master plans and special studies and investigations, and water resource development. For each project a
variety of services are provided including planning, preparation of final plans and specifications, water quality
investigations, technical engineering assistance, mapping, facility location and administration and project
management.
H-4
Exhibit 4-B
PROGRAM: ENGINEERING PAGE TWO
FUND: GENERAL/WATER & SEWER ENTERPRISE
PROGRAM GROUP: ENGINEERING SERVICES ACCTNO. 0015710/5x15710
PROGRAM ACTIVITIES (continued):
Transportation
• Review, investigate, analyze, and resolve a wide variety of traffic and transportation issues, concerns,
complaints, and inquiries. Maintain records of collision reports, speed surveys, and traffic counts. Assist in
maintaining optimum traffic signal operations.
Construction Management and Inspection
• Perform construction management, administration, and inspection for private grading agreements, development
improvement agreements, and capital improvement, ensure construction of high-quality improvements, and
minimize inconvenience to the public while ensuring safe work sites.
KEY ACHIEVEMENTS FOR 2006-07:
Design completed on 2007 slurry seal overlay and pavement and overlay project
Design completed on Highland Drive storm drain from Pine to Basewood
Design completed on 2007 Concrete Replacement Project
Design completed on Lake Calavera Outlet Works Improvement Project
Design completed on Poinsettia Park Tennis Courts Project
Design completed on Mia Monte Access Gate Control Project
Design completed on Upper and Lower Faraday Lift Station Removal Project
Design completed on El Camino Widening at Cougar Project
Design completed on Poinsettia Lift Station Improvement Project
Design completed on Fire Station Number 6 Project
Design completed on Alga Norte Community Park Project.
Construction completed on Fire Station 5 Storage and Restroom Project
Construction completed on Hidden Canyon Community Park Project
Construction completed on Bressi Potable Water Pump Station Project
Construction completed on Pine Avenue Park Project
Construction completed on Woodstock Sewer Pipeline Extension Project
Construction completed on Forest Avenue Sewer Pipeline Extension Project
Construction completed on Dove Library Garden Playground Project
Construction completed on the Carlsbad Boulevard Left Turn Lane at Breakwater Project
Construction completed on SCADA Integration on Recycled Water Project
Construction completed on the North Batiquitos Lift Station Improvements Project
Construction completed on the San Marcos Boulevard Transmission Main Project
Construction completed on the Carlsbad Boulevard Bridge Retrofit Project
Construction completed on the Mahr Reservoir Recycled Water Project.
Construction completed on the Calavera, Bressi, and Twin D. Recycled Water Pump Stations Project
Construction completed on the 2006 Concrete Replacement Project
Construction completed on the 2006 Pavement Overlay Project
Construction completed on the 2006 Slurry Seal Project
Construction completed on the Faraday/El Camino Real improvements and misc. Traffic Signals Project
Construction completed on Blackrail Road Improvements Project
Construction completed on the Roosevelt Street Light Project
Construction completed on Roosevelt Street Electrical Undergrounding Project
Construction completed on Batiquitos Lift Station Improvement Project
Construction completed on Water Well Abandonments (9 locations)
Construction completed on the Encina Basin Water Reclamation Twin D Reservoirs Project
Construction completed on the Industrial Park Pipelines Project
Construction completed on the Sea Cliff and North Batiquitos Interceptor AH Replacement Project
Construction completed on traffic signal modifications on El Camino Real at Hosp, Marron and Plaza Project
Construction completed on the Traffic Signal at Paseo Del Norte and Car Country Project
Construction completed on the Traffic signal at Carlsbad Village Drive and Glasgow
Construction completed on the El Camino Real Domestic and Recycled Water Trans mains Project
Completion of Rancho Santa Fe Road Construction - Phases I and II Project
Completion of Emergency Dredge Work within Agua Hedionda Channel Project
H-5
Exhibit 4-B
PROGRAM: ENGINEERING PAGE THREE
FUND: GENERAL/WATER & SEWER ENTERPRISE
PROGRAM GROUP: ENGINEERING SERVICES ACCTNO. 0015710/5x15710
KEY ACHIEVEMENTS (continued):
Completion of draft EIR document for Agua Hedionda Channel Dredge Project
Completion of draft Drainage Master Plan Update Document
Completed Rancho Santa Fe and Olivenhain Road Financing and Commenced Construction Project
Completion of Bicycle Master Plan Update
Completion of permitting for Opportunistic Sand Program
Completion of spot widening on El Camino Real Project
Construction substantially completed on the City of Carlsbad Municipal Golf Course Project
Developed five-year Channel Maintenance Program and initiated environmental process
Repaired the Leo Carrillo Park erosion problem
Processed improvement and grading plans for over one million square feet of industrial buildings
Energized five traffic signals
Approved plans and initiated construction on 84" Cannon Road storm drain project
Approved plans and initiated construction on Cannon Rd/College Blvd widening project
KEY GOALS FOR 2007-08:
Transportation/Circulation
• Continue work toward the environmental processing, design, and/or construction of major road projects
including: College Boulevard Reach A, Cannon Reach 4, Faraday Avenue, Poinsettia Lane Reach E, and spot
widening of El Camino Real.
Parks/Open Space/Trails
• Complete permitting and design of Coastal Rail Trail Reach 5
Design
Completed Domestic water System modeling and water quality monitoring Program
Active members with water Reuse and California Storm water Quality Association
Updated Sewer Benefit Area Fee Program
Continuing with Beach Access Stairway Improvement Project
Repairing guardrail at Palomar airport Road Bridge
Replacing Cynthia Lane Storm drain and six other locations
Actively designing Costal Rail Trail Reach 5/Avenida Encinas widening
Actively designing El Camino Real widening at Chestnut and Tamarack
Actively designing Carlsbad Boulevard Jetty Barrier Improvement project
Actively designing Markel Pump Station VFD Upgrade and Tank Leak Repair
Actively designing Carlsbad Boulevard Encinas Creek Bridge replacement.
Planning and Programs
City approval of Drainage Master Plan
Authorize bidding for Agua Hedionda Channel Dredge project
Preparation of financing plan for Poinsettia Lane Reach E
Secure a Memorandum of Understanding with State Parks on Beach Preservation
Support efforts to implement regional beach nourishment projects
Preparation of a Pedestrian Master Plan
Implement TransNet Regional Traffic Impact Fee Program
Development Services
Implementation of CityGate business process review recommendations
Completion of Ponto Village Area Vision Plan EIR and advancement of development projects
Completion of rough grading for Robertson Ranch park site
Completion of Cannon Road and College Boulevard widening
H-6
Exhibit 4-B
PROGRAM: ENGINEERING PAGE FOUR
FUND: GENERAL/WATER & SEWER ENTERPRISE
PROGRAM GROUP: ENGINEERING SERVICES ACCT NO. 0015710/5x15710
KEY GOALS FOR 2007-08 (continued):
• Preparation of a Draft Pedestrian Master Plan.
• Construction and financing of Rancho Santa Fe and Olivenhain Road improvements.
• Completion of the Rancho Santa Fe Road Phase II project.
• Completion of the Faraday and Melrose Flood Retention Basins.
Environmental Management
• Update Storm Drain Master Plans per the growth management data and National Pollutant Discharge
Elimination System (NPDES) requirements and determine if the current planned facilities and Planned Local
Drainage Area fees are adequate for the existing rate of growth and future buildout.
Development Services
• Acquire discretionary approval for Robertson Ranch EIR Master Plan and Core Area
SIGNIFICANT CHANGES:
• A Senior Construction Inspector has been added to this program to assist with the inspection requirements of
the new Storm Water Program.
• A total of 0.30 positions have been reallocated to this program to better reflect each program's workload.
• A total of 1.0 hourly position has been added to hire several interns throughout the year to assist with the
program's workload requirements.
H-7
Exhibit 5
1 RESOLUTION NO. 443
2 A RESOLUTION OF THE HOUSING AND
REDEVELOPMENT COMMISSION OF THE CITY OF
3 CARLSBAD, CALIFORNIA, APPROVING THE
OPERATING BUDGET OF THE REDEVELOPMENT
4 AGENCY AND HOUSING AUTHORITY FOR FISCAL
YEAR 2007-08.
5
6 WHEREAS, the Housing and Redevelopment Commission of the City of
Carlsbad, California (the Commission), has reviewed the operating budget for the
8
Redevelopment Agency for Fiscal Year 2007-08; and
9
WHEREAS, the Commission has reviewed the operating budget for the Housing
10
Authority Section 8 Programs, for Fiscal Year 2007-08; and
12 WHEREAS, public hearings have been held as necessary prior to the adoption of
13 the final operating budgets.
14 NOW, THEREFORE, BE IT RESOLVED by the Housing and Redevelopment
15 Commission of the City of Carlsbad, California as follows:
16 1. That the above recitations are true and correct.
2. That certain documents now on file in the office of the City Clerk of the
18 City of Carlsbad entitled "City of Carlsbad, 2007-08 Operating Budget and 2007-08 to
19
Buildout Capital Improvement Program - Preliminary," shall be and the same are hereby
20
adopted as the Operating Budgets for the Carlsbad Redevelopment Agency and21
Housing Authority Section 8 Programs for the Fiscal Year 2007-08.
23 3. That the amounts reflected as estimated revenues for Fiscal Year 2007-08
24 are hereby adopted as the budgeted revenues for 2007-08.
25 4. That the amount designated as 2007-08 Budget in Exhibit 5-A is hereby
26 appropriated to the fund for which it is designated, and such appropriation shall not be
27 increased except as provided herein.
28
Exhibit 5
1 5. That the following controls are hereby placed on the use and transfers of
2 budget funds:
3 A. No expenditure of funds shall be authorized unless sufficient funds
4 have been appropriated by the Commission or Executive Director as described below.
5 i. The Executive Director may authorize all transfers of funds
6
from account to account within the same fund in an amount up to $100,000 per transfer.
7
ii. The Executive Director may delegate the authority to make8
g budget transfers and adjustments.
}0 iii. The Executive Director may authorize budget adjustments
11 involving offsetting revenues and expenditures; the Executive Director is authorized to
12 increase an appropriation for a specific purpose where said appropriation is offset by
13 unbudgeted revenue which is designated for said specific purpose.
14 B. The Commission must authorize any increase in the number of
authorized permanent personnel positions above the level identified in the final Budget.
16
The Executive Director may authorize the hiring of temporary or part time staff as
17
necessary, within the limits imposed by the controls listed above.18
6. That all appropriations and outstanding encumbrances as of June 30,
2Q 2007, are hereby continued into 2007-08 for such contracts and obligations.
21 7. The Commission authorizes the transfer in FY 2006-07 of $48,322 from
22 the Redevelopment Operations Fund and $5,059 from the South Coastal Carlsbad
23 Redevelopment Fund to the Payroll Trust Fund for the actuarially determined unfunded
24 liability for retiree health care costs.
25 ///
26
///
27
///
1
2
3
4
5
6
7
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9
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PASSED, APPROVED AND ADOPTED at a Special Meeting of the Housing and
Redevelopment Commission of the City of Carlsbad on the 26th day of June, 2007, by
the following vote to wit:
AYES: Commission Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
ATTEST:
RAYMOND R. PATCHETT, Secretary
(SEAL)
197°
Exhibit 5-A
PROGRAM:
FUND:
PROGRAM GROUP:
REDEVELOPMENT OPERATIONS
VILLAGE AREA
REDEVELOPMENT AGENCY
HOUSING & REDEVELOPMENT ACCTNO. 8013410/8023412
PERSONNEL
MAINTENANCE & OPERATIONS
CAPITAL OUTLAY
GRAND TOTAL
FULL TIME POSITIONS
HOURLY/FTE POSITIONS
2004-05
ACTUAL
$138,757
1 ,935,462
2,226,763
$4,300,983
1.69
0.07
2005-06
ACTUAL
$171,689
2,179,239
950,000
$3,300,929
1.69
0.07
2006-07
BUDGET
$173,539
1 ,351 ,972
0
$1,525,511
1.56
0.08
2007-08
BUDGET
$186,474
1 ,422,862
0
$1 ,609,336
1.56
0.08
MISSION STATEMENT:
Helping people achieve their dreams.
PROGRAM ACTIVITIES:
Implementation of the Carlsbad Village Redevelopment Master Plan
• Coordination of project development and permit processing.
• Administration of the Parking-ln-Lieu Fee Program.
• Property acquisition for future redevelopment projects and facilitation of new development.
Community Relations and Public Relations Program
• Work with the Carlsbad Village Business Association and other business organizations to continue community
awareness and public relations activities on behalf of the Redevelopment Agency.
• Continue implementation of the Village Beautification Program through coordination of maintenance efforts in
the Village.
• Work with NCTD to resolve parking and land-use-related issues associated with the Village Commuter Rail
Station and surrounding properties.
PERFORMANCE/WORKLOAD MEASURES:
• Process 15 applications for redevelopment permits for improvements to existing structures or new construction
projects.
• Process ten sign permit applications.
• Process four preliminary review applications.
• Facilitate the development of at least one "special opportunity project" identified in the Village Redevelopment
Master Plan.
KEY ACHIEVEMENTS FOR 2006-07:
• Completed a Retail Analysis and Demand/Desire Study for the Village Redevelopment Area.
• Completed review of development standards and identified areas for consideration of revisions to assist in
encouraging development.
• Processed three sidewalk sign/outdoor display permits; five administrative redevelopment permits; and seven
major redevelopment permits.
• Adopted a five-year Redevelopment Implementation Plan and ten-year Housing Compliance Program for the
Village Redevelopment Area.
F-16
Exhibit 5-A
PROGRAM: REDEVELOPMENT OPERATIONS PAGE TWO
VILLAGE AREA
FUND: REDEVELOPMENT AGENCY
PROGRAM GROUP: HOUSING & REDEVELOPMENT ACCTNO. so 13410/8023412
KEY GOALS FOR 2007-08:
Financial Health
• Process redevelopment permits for all types of projects within the Village Area that represent high-quality
development or redevelopment of properties and buildings.
• Eliminate blighting conditions and influences in the Village Redevelopment Area through facilitation of private
commercial and/or mixed-use development on North State Street.
Balanced Community Development (also affects Financial Health goal)
• Implement the actions outlined in the Redevelopment Operations Strategy to address the land use and
administration/organizational structure strategies following the July 2009 expiration of the Redevelopment Plan.
SIGNIFICANT CHANGES:
• None
F-17
5 (\l-
3 s
Exhibit 5-A
Exhibit 5-A
PROGRAM:
FUND:
PROGRAM GROUP:
LOW/MODERATE INCOME HOUSING
VILLAGE AREA
REDEVELOPMENT AGENCY
HOUSING AND REDEVELOPMENT ACCTNO. 8033420
PERSONNEL
MAINTENANCE & OPERATIONS
CAPITAL OUTLAY
GRAND TOTAL
FULL TIME POSITIONS
HOURLY/FTE POSITIONS
2004-05
ACTUAL
$31 ,842
38,770
0
$70,613
0.40
0.00
2005-06
ACTUAL
$35,813
31 ,377
0
$67,190
0.40
0.00
2006-07
BUDGET
$37,675
56,100
0
$93,775
0.29
0.00
2007-08
BUDGET
$40,114
55,490
0
$95,604
0.29
0.00
MISSION STATEMENT:
Helping people achieve their dreams.
PROGRAM ACTIVITIES:
Affordable Housing Project Processing Procedures
• Continue development of affordable housing project processing procedures.
Affordable Housing Project Coordination
• Assist in the structure and implementation of affordable housing projects.
Affordable Housing Education Program
• Direct educational programs for citizens, businesses, and government agencies interested in affordable
housing.
PERFORMANCE/WORKLOAD MEASURES:
• Process at least three requests for financial assistance through the Housing Policy Team.
• Use existing low-income and moderate-income housing funds to develop property for an affordable housing
project in the Village Redevelopment Area.
• Participate in at least three outreach programs, professional conferences, and/or citizen and business groups on
affordable housing.
KEY GOALS FOR 2007-08:
Top-Quality Services
• Continue to assist private developers to provide affordable housing as required by the Inclusionary Housing
Ordinance.
SIGNIFICANT CHANGES:
• None
F-18
Exhibit 5-A
PROGRAM:
FUND:
PROGRAM GROUP:
REDEVELOPMENT OPERATIONS
SOUTH CARLSBAD COASTAL AREA
REDEVELOPMENT AGENCY
HOUSING AND REDEVELOPMENT
ACCTNO. 810XXXX/8113412
PERSONNEL
MAINTENANCE & OPERATIONS
CAPITAL OUTLAY
GRAND TOTAL
FULL TIME POSITIONS
HOURLY/FTE POSITIONS
2004-05
ACTUAL
$63,171
106,673
0
$169,844
0.54
0.20
2005-06
ACTUAL
$71 ,373
46,21 1
69,166
$186,751
0.54
0.20
2006-07
BUDGET
$81 ,927
124,904
0
$206,831
0.41
0.18
2007-08
BUDGET
$80,227
100,066
0
$180,293
0.41
0.18
MISSION STATEMENT:
Helping people achieve their dreams.
PROGRAM ACTIVITIES:
Implement Redevelopment Plan for South Carlsbad Coastal Redevelopment Area
• Provide funding for the potential realignment of Carlsbad Boulevard, which may yield excess property that could
provide for public recreational facilities and/or development of cultural facilities or other public facilities.
• Revitalize, redevelop, and/or generally clean up the Ponto Area.
• Enhance commercial and recreational functions/activities in the Redevelopment Area and increase parking and
open space amenities.
PERFORMANCE/WORKLOAD MEASURES:
• Implement land use vision for planning area three.
KEY ACHIEVEMENTS FOR 2006-07:
• Completed Environmental Review of the Ponto Beachfront Village Vision Plan.
• Processed four preliminary reviews related to the future development of the. Ponto Beachfront Village.
KEY GOALS FOR 2007-08:
Balanced Community Development
• Facilitate the development of one project identified by the vision study for planning area three.
• Adoption of the Ponto Beachfront Village Vision Plan and related Environmental Impact Report.
SIGNIFICANT CHANGES:
• The assessed values in the South Carlsbad Coastal Redevelopment Area declined from $398 million in Fiscal
Year 2003-04 to $177 million in Fiscal Year 2006-07, less than the original values when the redevelopment area
was formed. The decline is mainly due to the lower values assigned to the Encina Power Plant. Since the
revenue to the area is based on the excess of the current assessed values over the original assessed values,
the South Carlsbad Area will again not receive any property tax revenue in Fiscal Year 2007-08. Budgeted
expenses will come from accumulated balances and/or loans from the City, as approved.
F-19
Exhibit 5-A
PROGRAM:
FUND:
PROGRAM GROUP:
LOW/MODERATE INCOME HOUSING
SOUTH CARLSBAD AREA
REDEVELOPMENT AGENCY
HOUSING AND REDEVELOPMENT ACCTNO. 8123420
PERSONNEL
MAINTENANCE & OPERATIONS
CAPITAL OUTLAY
GRAND TOTAL
FULL TIME POSITIONS
HOURLY/FTE POSITIONS
2004-05
ACTUAL
$22,403
14,591
0
$36,995
0.28
0.00
2005-06
ACTUAL
$20,592
9,556
0
$30,148
0.28
0.00
2006-07
BUDGET
$22,41 1
20,124
0
$42,535
0.15
0.00
2007-08
BUDGET
$23,165
20,430
0
$43,595
0.15
0.00
MISSION STATEMENT:
Helping people achieve their dreams.
PROGRAM ACTIVITIES:
Implement Citvwide Affordable Housing Programs
• Affordable Housing Project Coordination for Inclusionary Housing Development.
• Affordable Housing Education Activities.
• Development of affordable housing programs.
• Facilitation of development of new affordable housing projects.
PERFORMANCE/WORKLOAD MEASURES:
• Utilize low-income and moderate-income housing funds to assist with the development and/or construction of at
least one (1) new affordable housing project within the city limits of Carlsbad.
• Develop Housing Plan for South Carlsbad Coastal Redevelopment Area.
KEY GOALS FOR 2007-08:
Balanced Community Development
• Continue to assist private developers to provide affordable housing as required by the City's Inclusionary
Housing Ordinance.
• Implement affordable housing programs that serve to enhance the jobs/housing balance within the community.
SIGNIFICANT CHANGES:
• None
F-20
Exhibit 5-A
PROGRAM:
FUND:
PROGRAM GROUP:
RENTAL ASSISTANCE
HUD SECTION 8 HOUSING
HOUSING & REDEVELOPMENT ACCT NO. 1903401
PERSONNEL
MAINTENANCE & OPERATIONS
CAPITAL OUTLAY
GRAND TOTAL
FULL TIME POSITIONS
HOURLY/FTE POSITIONS
2004-05
ACTUAL
$330,274
6,099,910
0
$6,430,184
4.93
0.30
2005-06
ACTUAL
$347,030
5,385,281
0
$5,732,312
4.93
0.30
2006-07
BUDGET
$348,223
5,756,469
40,000
$6,144,692
3.75
0.30
2007-08
BUDGET
$390,985
5,629,527
0
$6,020,512
3.75
0.30
MISSION STATEMENT:
Helping people achieve their dreams.
PROGRAM ACTIVITIES:
Section 8 Tenant-Based Rental Assistance
• Provide federal funding to subsidize rents for extremely low-income and very low-income households.
• Assist low-income households in the community to access rental housing that is decent, safe, and sanitary.
• Ensure program is being administered in compliance with federal regulations, federal guidelines, the Carlsbad
Administrative Plan, and the Public Housing Agency (PHA) Plan.
• Achieve and maintain a lease rate that effectively utilizes funding allocation.
Family Self-Sufficiency
• Designed to enable unemployed, under-employed or under-educated low-income families to achieve economic
independence from welfare.
• Assist families in identifying barriers to becoming self-sufficient.
• Provide guidance to the family to establish a five-year goal and plan.
• Coordinate needed support services and act as an advocate on behalf of the client.
PERFORMANCE/WORKLOAD MEASURES:
• Maintain a Section Eight Management Assessment Program (SEMAP) ranking of "standard performer" or "high
performer."
• Achieve and maintain a lease rate utilizing 98% of allocated funds.
• Update and revise Administrative Plan to adopt changes in federal regulations.
• Expand rental assistance knowledge by conducting community workshops, providing owner and participant
newsletters, and conducting owner outreach presentations.
KEY ACHIEVEMENTS 2006-07:
• Provided rental assistance to 622 very low and extremely low-income households.
SIGNIFICANT CHANGES:
• None
F-13
Exhibit 6
1 RESOLUTION NO. 2007-155
2 A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF CARLSBAD, CALIFORNIA, ESTABLISHING
3 THE 2007-08 APPROPRIATION LIMIT AS REQUIRED
BY ARTICLE XIIIB OF THE CALIFORNIA STATE
4 CONSTITUTION AND STATE LAW
5
6 WHEREAS, Article XIIIB of the California State Constitution requires that
7 governments annually establish a limit on the appropriation of proceeds of taxes; and
8 WHEREAS, State law requires that this limit be presented to the governing body
9 of each entity each fiscal year; and
WHEREAS, State law also requires that this limit be published in a newspaper of
general circulation to allow public response to the limit as adopted.
12
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
13
Carlsbad, California, as follows:14
1. That the above recitations are true and correct.
16 2. That the City Council of the City of Carlsbad, California, does hereby
17 establish and adopt the 2007-08 appropriation limit of one hundred seventy-eight
18 million, six hundred and three thousand, eight hundred and ninety-seven
19 ($178,603,897) as computed in Exhibit 6-A attached hereto.
20 3. That the City Clerk is directed to publish this Resolution in a
21 newspaper of general circulation.
22
23
24
25
26 >"
27 ///
28
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council
of the City of Carlsbad on the 26th day of June, 2007, by the following vote to wit:
AYES: Council Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
LEWIS, Mayor
ATTEST:
LORRAINE
(SEAL)
. WOOD, City Clerk
Exhibit 6-A
CITY OF CARLSBAD
GANN APPROPRIATIONS LIMIT
The Appropriations Limitation imposed by Proposition 4 and modified by Proposition 111
creates a restriction on the amount of revenue which can be appropriated in any fiscal year.
The revenues which are subject to the Limitation are those considered "proceeds of taxes." The
basis for calculating the Limit began in fiscal year 1978-79 and is increased based on population
growth and inflation.
The major change made by Proposition 111 allows the City to annually choose among the
following options for calculating its Gann Limit:
> Population growth of Carlsbad, OR
> Population growth within San Diego County, AND
> Growth in California per capita income, OR
> Growth in non-residential assessed valuation due to new construction in the City.
The factors used to calculate the 2007-08 Limit were:
> Population growth in Carlsbad, AND
> Growth in California per capita income
The formula is outlined below:
2006-07 Expenditure Limit $166.499.391
% Carlsbad Population Growth 1.0273
Growth in California per capita income X 1.0442
Net Increase Factor 1.0727
2007-08 Limit (2006-07 Limit X Factor) $178.603.897
Current Appropriation of Proceeds of Taxes $105,645,546
(Subject to the Limit)
The spending limit for the City of Carlsbad for 2007-08 is $178.6 million, with appropriations of
"proceeds of taxes" of $105.6 million. The result of the calculation provides the City with an
operating margin of $73 million.
D-11
Exhibit 7
1 RESOLUTION NO. 2007-156
2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, ADOPTING CHANGES TO THE
3 MASTER FEE SCHEDULE.
4
5 WHEREAS, the City Council of the City of Carlsbad has the authority to establish
6 fees for City services; and
7 WHEREAS, from time-to-time said fees are reviewed and evaluated to maintain
8 an adequate fee structure recovering costs for City services; and
9
WHEREAS, the City Council has determined the cost of providing general and
10 development-related services; and
11
WHEREAS, the City Council finds it necessary to recover the costs for City
12
services; and13
14 WHEREAS, the City Council has held the necessary public hearing and allowed for
15 public comment on the establishment of said fees.
16 NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
17 Carlsbad, California, as follows:
18 1. That the above recitations are true and correct.
19 2. That the changes to the Master Fee Schedule for the fees shown in
20
Exhibit 7-A attached hereto, are hereby adopted.
21
3. That all other general City fees and development-related fees as shown in
Resolution 2006-171, except as specifically amended, shall remain in full force and
24 effect.
25 4. This resolution shall become effective on August 1, 2007 for General city
26 fees and September 1, 2007 for the Development-related fees.
27 ///
28
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23
24
25
26
27
28
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council
of the City of Carlsbad on the 26th day of June, 2007, by the following vote to wit:
AYES: Council Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
CORR^INE M. WOOD, City Cle
(SEAL)
Exhibit 7-A
UPDATE OF CITY
FEES AND CHARGES FOR SERVICES
(EXHIBIT 7-A)
CITY OF CARLSBAD
FEE SCHEDULE
GENERAL CITY FEES AND CHARGES
June 2007
Fee Description
Administrative Fee for 1915 Act Bond Call - 1% of principal being repaid
Administrative Fee - DUI
Ambulance Fees
Base Rate - Resident
Base Rate Non-Resident
Mileage Charge - per mile
Supplies Charge
Oxygen Charge
Assessment
Appeal City Council - Miscellaneous
Bicycle Licenses
Bicycle Licenses - Replacement or Transfer
Bond Search
Business License - master list of active business licenses
Business License - monthly list of new licenses
Cabaret Dance Permit
Campaign Sign Permit (plus a $200 refundable deposit)
Check Processing Fee for Cancellation (Customer Initiated)
City Clerk - Audio Tape Copy
City Clerk - CD Copy
City Clerk - Municipal Code Books (Cost for Each)
City Clerk - Municipal Code Supplement Service (per year)
City Clerk - Full Council Agenda Packets/Minutes (per year)+postage
City Clerk - Certification Charge (per document)
Copies - each
Hearing Disposition Services for Parking Citations
- Personal Hearings
- Written Review
Planning Commission Agenda and Minutes (+postage)
Publications - As Determined by the City Manager
Returned Check Fee
Traffic Safety Commission (TSC) appeal fee for City Clerk to file the appeal forTSC
Fire - Nuisance Alarm
-1st response in 12 month period
-2nd response in 12 month period
-3rd response in 12 month period
-each additional response thereafter
-each billing
Fire Use Permit Fees
Temporary Use
- Tents (Minor)
- Tents (Major)
- Carnivals and Fairs
- Fireworks Display or Special Effects (per event or day)
Notes
(7)
(1)
(9)
(9)
(10)
Current
Fee
$50 min/$500 max
15.00
618.00
894.00
15.00
50.00
150.00
150.00
3.00
1.00
30.00
50.00
5.00
200.00
50.00
20.00
30.00
15.00
150.00
50.00
copy charge
20.00
0.15
0.00
0.00
copy charge
35.00
150.00
0.00
70.00
140.00
280.00
10.00
115.00
250.00
230.00
300.00
Proposed
Fee
$50 min/$500 max
20.00
618.00
894.00
15.00
50.00
150.00
150.00
3.00
1.00
30.00
50.00
5.00
200.00
55.00
20.00
30.00
30.00
150.00
50.00
copy charge
20.00
0.15
0.00
0.00
copy charge
35.00
150.00
0.00
75.00
150.00
295.00
10.00
120.00
265.00
240.00
315.00
June 2007 1-1
CITY OF CARLSBAD
FEE SCHEDULE
GENERAL CITY FEES AND CHARGES
June 2007
Fee Description
Hazardous Materials and Processes
-Candles or OTHER Open Flame
-Assembly
- Covered Mall (plus $65 per reinspection)
- Welding
- Compressed Gases
- Dust Production
- Combustible Fiber Use and Storage
- Aerosol Use/Storage
- Flammable Finishes
- Haz-Mat Use and Storage
- Dry Cleaning
- Spray Booth (plus $65 per resinspection)
- Motor Vehicle Repair
- Medical Gas Dispensing System
- Industrial Ovens
- Combustible Storage Facility
- High-Piled Combustible Storage
- Refrigeration Equipment
- Flammable and Combustible Liquids Dispensing, Use, Storage, Tanks
- Liquefied Petroleum Gas (plus $65 per resinspection)
Fire - Initial Occupancy Inspection Fee
Fire Inspection -Interim ($65 - each reinspection)
Fire Inspection - Other ($65 - each reinspection)
Fire - Failed Business lnspection/2nd Reinsp.
Fire - Hydrant Water Flow Test
Fire - Weed Abatement (charge per parcel)
Fire- Weed Abatement Compliance Certificate
Fire- Special Event - per fire personnel per hour (consistent with City payroll records)
Library
Library Borrowing - Audio Visual Equipment (per item, per day)
Library Borrowing - Audio Visual Insurance fee - Per Video Tape/DVD
Library Facility Fees (See schedule C)
Library Fines (per day per item)
Library Fines - Juvenile (per day per item)
Library Account Collection Fee
Library Fines - Video (per day per item)
Library Intel-library Loan
Lost library Card
Lost/Damaged Videotape/DVD
Lost/Damaged beyond repair book/audio item
Lost/Damaged Library Materials
Library Online Searching Fees
Library Presearch Fee for Online Searches (Per Search)
Library Book Reserve Fine (per item)
Library Facility Rental - see attached exhibits
Library History Room Photo Fee
Library Lost Item Processing Fee
Notes
(6)
(6)
Current
Fee
105.00
105.00
NEW
105.00
105.00
160.00
160.00
NEW
105.00
230.00
160.00
NEW
160.00
225.00
155.00
150.00
285.00
160.00
115.00
NEW
NEW
NEW
NEW
65.00
65.00
145.00
80.00
Actual Cost
5.00
0.75
0.25
0.10
NEW
1.00
2.00
2.00
20% of list price
Actual Cost
5.00
0.50
NEW
NEW
Proposed
Fee
110.00
110.00
110.00
110.00
110.00
170.00
170.00
110.00
110.00
240.00
170.00
110.00
170.00
235.00
165.00
160.00
300.00
170.00
120.00
120.00
310.00
180.00
180.00
65.00
70.00
145.00
110.00
Actual Cost
5.00
0.75
0.25
0.10
10.00
1.00
2.00
2.00
20% of list price
List price+$40 if out
of print
Variable up to list
price
Actual Cost
5.00
0.50
Direct Cost
5.00
June 2007 1-2
CITY OF CARLSBAD
FEE SCHEDULE
GENERAL CITY FEES AND CHARGES
June 2007
Fee Description
Police
Police - Alarm Permit
Police - Dispatch Tape Copy
Police - Copy Investigation Tapes (+ cost of duplicating the tape)
Police - Emergency Response DUI Traffic Collision (max $12,000 per incident)
Police - Burglary Alarm Response - Second Occurence (no charge for 1st response if perm
Police - Burglary Alarm Response - Each Additional Occurence
Police - False Robbery - Panic Alarm Response - Second Occurrence (no charge for 1 st res
Police - False Robbery - Panic Alarm Response - Each Additional Occurance
Police - Fingerprinting Fees
Special Business Permit (plus fingerprint fee)
Police - Dispatch Historical Searches (per month searched)
Police -Storage / Impounded Vehicle Administrative Charge
Police - Photograph Copy (fee plus reproduction costs)
Police - Proof of Correction Certification - Carlsbad Resident or person with CPD citation
Police - Proof of Correction Certification - all others
Police - Report Copy Fee (Free to Victim) plus cost of reproduction
Police - Second Call per Police Employee per hour (consistent with City payroll records)
Notes
(5)
(5)
(5)
(5)
Police - Special Event Application - Minor (2 or less intersections)(fee plus services rendered)
Police - Special Event Application - Major (3 or more intersections)(fee plus services rendered)
Police - Verification Letter
Special Event City Services - Staff Time
Criminal Justice Administration (per person)
Public Dump Permit - Fee per acre
Senior Center
See Schedule A
Sewer
Sewer Service Charges
Minimum Monthly Charge
Group I - Residential - Single Family Residence (Flat Rate)
Group I - Residential - Multi-Family Residence rate per unit, 90% of water used
Group I - Residential - Mobile Home rate per unit, 90% of water used
Group II - Commercial - Rate per hundred cubic feet, min $14.65 per month
Group III - Commercial - Rate per hundred cubic feet, min $14.65 per month
Group IV - Commercial - Rate per hundred cubic feet, min $14.65 per month
Group V - Institutions/Schools
- Elementary School - rate per student per month, min $14.65 per month
- Junior High School - rate per student per month; min $14.65 per month
- High School - rate per student per month; min $14.65 per month
- Boarding School - rate per student per month; min $14.65 per month
Group VI - Large Volume Users
- Beckman Micro Operations - Rate per hundred cubic feet, min $14.65 per month
- Culligan - Rate per hundred cubic feet, min $14.65 per month
Special City Services - Billed at Cost
Solid Waste
Solid Waste Fee (AB939) - 2.0% of Basic Trash Rate
Trash Collection Fees
- Residential - per month
- Commercial per bin - one pick-up per week
(3)
(2)
Current
Fee
0.00
45.00
55.00
Direct Cost
30.00
60.00
60.00
120.00
20.00
125.00
45.00
60.00
45.00
0.00
15.00
10.00
Actual Cost
100.00
300.00
10.00
154.00
200.00
14.65
14.65
2.08
2.08
1.73
2.27
3.58
0.23
0.44
0.66
3.30
4.33
1.23
17.50
92.44
Proposed
Fee
0.00
50.00
60.00
Direct Cost
30.00
60.00
100.00
100.00
23.00
115.00
20.00
65.00
55.00
0.00
15.00
15.00
Actual Cost
110.00
330.00
13.00
154.00
200.00
16.20
16.20
2.30
2.30
1.91
2.51
3.96
0.25
0.49
0.73
3.64
4.78
1.36
18.87
98.85
June 2007 1-3
CITY OF CARLSBAD
FEE SCHEDULE
GENERAL CITY FEES AND CHARGES
June 2007
Fee Description
- Commercial per bin - two pick-ups per week
- Commercial per bin - three pick-ups per week
- Commercial per bin - four pick-ups per week
- Commercial per bin - five pick-ups per week
- Commercial per bin - six pick-ups per week
Special Pick-ups of Solid Waste
- Door-to-door household hazardous waste collection (HHW)
- Delivery charge for roll-off boxes (per box)
- Service charge for all classes of roll-off boxes (per collection + landfill disposal fees)
Parks & Recreation
Non-resident Fee - Instructional Classes and Excursions
Non-resident Fee - Open Play Basketball, Volleyball, Badminton
Non-resident Fee - Youth Sports (per person)
Recreation and Safetv Center Facilitv Rental - See Schedule A
Aaua Hedionda
Annual Fee - Resident - Power Vessels Over 8'
Annual Fee - Non-Resident - Power Vessels over 8'
Annual Fee - Resident -Board/Sail Boats under 8' & Passives
Annual Fee - Non-Resident - Passive Vessels under 8'
Annual Fee - Board Sail - Additional Decal
Annual Fee - Additional Decal - Power Vessels Over 8'
Annual Fee - Additional Decal - Passive Vessels under 8'
Replacement Lagoon Permit Decal
Daily Fee - Resident - Power Vesselsver 8'
Daily Fee - Non-Resident - Power Vessels Over 8'
Daily Fee - Resident - Passive Vessels under 8'
Daily Fee - Non-Resident - Passive Vessels Under 8'
Aquatics
Per Admission - Youth & Teen
Per Admission - Adult - Resident
Per Admission - Adult - Non-Resident
Swim Passes-One Month Individual - Resident
Swim Passes-One Month Individual - Non-Resident
Swim Passes-One Month Family - Resident
Swim Passes-One Month Family - Non-Resident
Swim Passes-Four Month Individual - Resident
Swim Passes-Four Month Individual - Non-Resident
Swim Passes-Four Month Family - Resident
Swim Passes-Four Month Family - Non-Resident
City Classes - Beginner - Learn to Swim - Res
City Classes - Beginner - Leam to Swim - Non-Res
City Classes - Adult/Teen - Learn To Swim - Res
City Classes - Adult/Teen - Learn To Swim - Non-Res
City Classes - Parent/Infant thru Pre-School III - Res
City Classes - Parent/Infant thru Pre-School III - Non-Res
Contract Classes - Adapted Aquatics - Res
Contract Classes - Adapted Aquatics - Non-Res
Masters Swim (Daily Fee) - Res
Notes
(4)
(8)
Current
Fee
169.27
246.11
322.94
399.77
476.61
10.00
42.00
255.56
10.00
3.00
10.00
80.00
100.00
35.00
50.00
See below
50% curr. fee
50% curr. fee
7.50
15.00
23.00
7.00
12.00
1.00
3.00
4.00
35.00
50.00
45.00
70.00
60.00
90.00
90.00
110.00
40.00
60.00
40.00
60.00
40.00
60.00
40.00
60.00
4.00
Proposed
Fee
181.03
263.19
345.35
427.51
509.68
10.00
42.00
255.56
10.00
3.00
10.00
80.00
100.00
35.00
50.00
See below
50% curr. fee
50% curr. fee
7.50
15.00
23.00
7.00
12.00
2.00
3.00
4.00
35.00
50.00
45.00
70.00
60.00
90.00
90.00
110.00
47.00
67.00
47.00
67.00
47.00
67.00
47.00
67.00
4.00
fl
June 2007 1-4
CITY OF CARLSBAD
FEE SCHEDULE
GENERAL CITY FEES AND CHARGES
June 2007
Fee Description
Masters Swim (Daily Fee) - Non-Res
Contract Classes - Diving, Synchro Swim - Res
Contract Classes - Diving, Synchro Swim - Non-Res
Contract Classes - Masters Swim Workouts - Res (Monthly Fee)
Contract Classes - Masters Swim Workouts - Non-Res (Monthly Fee)
Individualized Instr - Basic Swimming - Res (per hour)
Individualized Instr - Basic Swimming - Non-Res (per hour)
Individualized Instr - Advanced Instr/coaching - Res (per hour)
Individualized Instr - Advanced Instr/coaching - Non-Res (per hour)
Rental - Exclusive Use - Commercial/Corp (per lane, per hr)
Rental - Exclusive Use - Community/Non-Profit (per lane, per hr)
Use Agreements - C.U.S.D. (per lane per hr)
Use Agreements - N.C.A. (per lane per hr)
Staff Costs - City provided services (Life Guard / Supervision etc. - Per Hr)
Water District
Agricultural Water Rate
Backflow Preventer Charge (per month, each account)
Blueprinting of Standard Size (24" x 36") Improvement Plan Sheet (Cost for each)
Jumper Connection
Potable, Reclaimed and Sewer Standards and Specifications (Cost for each)
Reclaimed Water Use - Base Rate Per Unit
Potable Water Use - Base Rate Per Unit (standard water rate)
Conservation Rate (cost per unit) - 5/8" meter (1 - 7 units of water)
Conservation Rate (cost per unit) - 3/4" meter (1-10 units of water)
Conservation Rate (cost per unit) - 1 " meter (1-16 units of water)
Conservation Rate (cost per unit) - 1 1/2" meter (1 - 30 units of water)
Conservation Rate (cost per unit) - 2" meter (1 - 45 units of water)
Conservation Rate (cost per unit) - 3" meter (1 - 79 units of water)
Conservation Rate (cost per unit) - 4" meter (1 - 123 units of water)
Conservation Rate (cost per unit) - 6" meter (1 - 228 units of water)
Conservation Rate (cost per unit) - 8" meter (1 - 336 units of water)
Cost of Delivery Charge (per Month) Multi-Family Unit
Cost of Delivery Charge (per month) - 5/8" meter
Cost of Delivery Charge (per month) - 3/4" meter
Cost of Delivery Charge (per month) - 1" meter
Cost of Delivery Charge (per month) - 1 1/2" meter
Cost of Delivery Charge (per month) - 2" meter
Cost of Delivery Charge (per month) - 3" meter
Cost of Delivery Charge (per month) - 4" meter
Cost of Delivery Charge (per month) - 6" meter
Cost of Delivery Charge (per month) - 8" meter
Water Service Fee - Per New Account - Service Turn on
Water Service Fee - Continuity of Service
Water Service Fee - Door Hanger
Water Service Fee - Accounts scheduled for termination for non-payment
Water Service Fee - Same Day Turn-on (Not Scheduled for That Day)
Water Service Fee - After Hour Turn-on
Water Meter Deposit - Construction Meters
Notes
Current
Fee
6.00
40.00
60.00
40.00
60.00
40.00
60.00
40.00
60.00
10.00
6.00
5.00
10.00
20.00
1.37
3.00
5.00
15.00
0.00
1.60
1.68
1.51
1.51
1.51
1.51
1.51
1.51
1.51
1.51
1.51
0.00
9.75
12.35
17.60
30.70
. 45.45
83.45
136.00
267.00
424.75
25.00
10.00
10.00
20.00
20.00
60.00
560.00
Proposed
Fee
6.00
47.00
67.00
47.00
67.00
47.00
67.00
47.00
67.00
11.00
7.00
6.00
11.00
20.00
1.45
3.00
5.00
15.00
0.00
1.68
1.76
1.59
1.59
1.59
1.59
1.59
1.59
1.59
1.59
1.59
0.00
12.12
14.85
20.36
35.12
50.60
90.50
146.68
284.23
449.87
25.00
10.00
10.00
20.00
20.00
60.00
834.00
June 2007 1-5
CITY OF CARLSBAD
FEE SCHEDULE
GENERAL CITY FEES AND CHARGES
June 2007
Fee Description Notes
Water Meter - Construction Meter rental fee
Water Meter - Construction Meter Relocation
Notes
(1)-
(2)-
(3)-
Charge is cost of supplies plus additional 60%.
Nonresidential sewer rates are calculated based on flow, strength and pretreatment requirements
See Carlsbad Municipal Code Section 8.17.050
Current Proposed
Fee Fee
50.00 50.00
20.00 20.00
'(4) - Adopted by Council on 02/2006
'(5)-
'(6)-
'(7)-
'(8)-
'(9)-
'(10)
Per section 8.50.080(e), Ord NS-230 phi ,2,1993; Ord -53 ph 3, 1989: Ord. 1278 ph 1 (part) 1985)
See Schedule C
Streets and Highways Code Section 8760-8769
Code Section 1 1 .24
Code Section 10.56.070 and 10.56.100
- Code Section 8.09.01 3
June 2007 1-6
CLASSIFICATION OF APPLICANTS AND FEES
Each application will be reviewed by the Recreation Supervisor and classified into a group depending on the type of
organization and the intended use. The Recreation Department activities have first priority for the use of the facilities. The
classifications are listed in order or priority with classification "A" first, classification "B" second, etc.
The City attempts to accommodate all groups; however, there is a limited number of facilities. Unfortunately, the demand
exceeds the supply. For that reason, a priority classification system for use had to be established.
A Carlsbad Parks and Recreation activities; Co-sponsored activities; other City departments
Examples: Friends of the Library, Carlsbad Book Fair, Recreation and Lap Swim, Swim Lessons, Masters Swim Program
B Carlsbad resident not-for-profit, civic, social organizations (non-paid management - no voting board member can be
paid); any organization sponsoring a public forum or candidates night; public education
Examples: Carlsbad Rotary, La Costa Youth Organization, Carlsbad Softball Association, Carlsbad Youth Baseball, Boy
Scouts, Carlsbad Homeowner's Associations, Carlsbad Unified School District
C Carlsbad resident not-for-profit, civic, social organizations (paid management); private educational institutions
Examples: Boy's and Girl's Club, Property Management Associations
D Non-resident not-for-profit, educational, civic and social organizations; resident private parties; and locally organized
groups whose normal place of meeting is located in the City of Carlsbad.
Examples: North County AA, YMCA and other organizations.
E Carlsbad resident commercial, business, profit making organization, non-resident private party activities
Examples: Carlsbad Inn, non-resident parties, weddings or receptions
F Non-resident commercial, business and other organizations.
IN ORDER TO QUALIFY AS CLASSIFICATION "B" NON-PROFIT USER, THE ORGANIZATION MUST MEET ALL OF
THE FOLLOWING CRITERIA:
1. The organization must be registered as a not-for-profit corporation with the State of California; or, if not registered with
the State, must be a Carlsbad Chapter and have a constitution or by-laws that clearly state that the objectives of the
organization are of a non-profit, non-commercial nature.
2. The organization must be comprised of volunteers, and 70% of which its membership and participants must be Carlsbad
residents. Exception: Classification assignment for sports organizations utilizing athletic fields will be based on player
rosters, including player addresses, must have 70% of the players residing in Carlsbad to qualify for "B" classification.
Verification of residency may be required.
Non-profit sports organizations requesting athletic field use are required to submit player rosters, verified for authenticity by
the league's board of officers, which will be used to determine classification status. Player addresses with a post office box
number will not be accepted. Recreation staff will return rosters once classification is determined. Once the
classification determination has been made by staff and approved by the Recreation Director, the decision is final.
3. The organization must submit the following:
a. If incorporated, submit State incorporation papers and by-laws; if not incorporated, submit constitution and by-
laws.
b. Financial verification of organization's exemption from income tax. (Department of the Treasury form 990 or
501(c)(3) determination letter may be used.)
c. A signed statement verifying item "2" above.
/DP
CITY OF CARLSBAD
FEE SCHEDULE
GENERAL CITY FEES AND CHARGES
June 2007
FACILITY FEE SCHEDULE AND CLASSIFICATIONS
Schedule A
Set up and clean up time is included as rental time. There is a $200 (minimum) refundable
cleaning/damage deposit for each rental, except for Carrillo Ranch rental or a tournament rental,
where a $500 refundable cleaning/damage deposit is required. There is a $1,000 refundable
cleaning/damage deposit for a Synthetic Turf Field rental.
Fees are based on an hourly rate, with a two-hour minimum.
A $50 non-refundable security deposit is required per rental (facility or park). The $50 security
deposit will be applied to the total cost of the rental, and will not be refunded if the reservation is
canceled. If the total rental amount is lower than $50 then the difference will be refunded after the
rental has occurred.
FACILITIES
Building rentals include use of tables, chairs, microphone and podium (if available), except for Carrillo
Ranch.
An extra staffing fee of $15.00 per hour, per staff person is required for all recreation usages when staff
is brought in to support rental and after regular operating hours. All users must pay the $15 per hour per
100 people staffing fee.
Harding Community Center (Hourly Rates)
LOCATION
Auditorium
Recreation Hall (Kitchen included)
Community Room
CATEGORY
A B C D E F
N/C
N/C
N/C
15
15
N/C
25
25
15
50
50
20
65
65
30
85
85
45
Stagecoach/Calavera Hills Community Centers (Hourly Rates)
LOCATION
Gymnasium
1/2 Gym Rental
Activity Room
Multi-Purpose Room
Kitchen
CATEGORY
A B C D E F
N/C
N/C
N/C
N/C
N/C
30
15
15
N/C
N/C
40
20
20
15
10
50
25
35
20
15
80
40
50
30
25
105
50
65
45
35
Safety Center (Hourly Rates) (Hourly Rates)
LOCATION
Fox Meeting Room
Palowski Meeting Room
CATEGORY
A B C D E F
N/C
N/C
15
15
20
20
25
25
40
40
50
50
June 2007
(ol
Attachment 1-1
Magee Park (Hourly Rates)
LOCATION
Heritage Hall (Kitchen included)
Granary
CATEGORY
A B C D E F
N/C
N/C
15
N/C
20
13
45
15
65
25
75
30
Senior Center (Hourly Rates)
LOCATION
Auditorium
Dining Room
Kitchen Warming
Kitchen Full Service
Art Room
Dance Studio
Activity Room
CATEGORY
A B C D E F
N/C
N/C
N/C
N/C
N/C
N/C
N/C
30
30
5
15
15
20
30
40
40
10
20
20
25
40
55
55
15
30
25
30
55
70
70
20
35
30
35
70
95
85
25
40
35
40
95
Aviara Park (Hourly Rates)
LOCATION
Meeting Room
A
N/C
B
| N/C
CATEGORY
C
I 10 I
D
15
E
20
F
25
Carrillo Ranch (Daily Rental Fee)
Rentals of five hours or less will be charged half of the daily rental fee. There will be a $75 charge
for each additional hour.
LOCATION
Cabana & Pool Area
Patio Area
Barbeque
CATEGORY
A B C D E F
N/C
N/C
N/C
$575
$230
$50
$690
$345
$60
$810
$460
$75
$985
$575
$95
$1,155
$690
$120
Picnic Rental Prices Group Sizes 1-100/101 +
PARKS
There is a three-hour minimum for use of Park & Picnic Rentals.
Any organized events at parks will be charged an open space fee.
There will be a $10 fee for residents and a $20 fee for non-residents for an inflatable attraction permit.
Holiday Park (Hourly Rates)
LOCATION
Gazebo/Covered Picnic Area
CATEGORY
A BCD
NC/NC | 8/12 14/19 | 18/30
E
24/38
F
38/56
Stagecoach, Calavera Hills, Aviara, Pine Amphitheater or Picnic Structure (Hourly Rates)
LOCATION
Covered Picnic Areas
A
NC/NC
B
| 8/12
CATEGORY
C
| 14/19 |
D
18/30 |
E
24/38 |
F
38/56
June 2007 Attachment 1-2
Poinsettia, Hidden Canyon, Magee, La Costa Canyon Upper Area, Laguna Riviera & Open Space (Hourly Rates)
LOCATION
Uncovered Picnic Areas
Open Space
CATEGORY
A B C D E F
NC/NC
NC/NC
6/8
6/9
10/11
10/12
12/15
12/16
17/24
17/25
27/36
27/37
BALL FIELDS/SOCCER FIELDS
Day Use for the softball fields and tennis courts is from 8:00 a.m. until dark. An additional amount is charged for
lights.
A minimum of two-hour staffing fee charge will be assessed for field preparation, and subject to staff availability.
A $5 fee will be assessed each non-resident player on teams and/or organizations in classifications "B" and "C" that
reserve ball fields in excess of 30 calendar days per season.
Inflatable astrojumps are prohibited from use on synthetic turf.
(Hourly Rates)
LOCATION
Day Use
Lights
Snack Bars
CATEGORY
A B C D E F
N/C
N/C
N/C
N/C
8
N/C
N/C
15
5
15
20
8
20
25
10
25
30
12
Synthetic Turf Field Use Fees
($1,000 refundable deposit required)
LOCATION
Day Use
Lights
Snack Bars
CATEGORY
A B C D E F
N/C
N/C
N/C
N/C
8
N/C
15
25
5
20
30
8
25
35
10
30
40
12
CLINICS/CAMPS
LOCATION
Day Use
Lights
Snack Bar
CATEGORY
A B C D E F
N/C
N/C
N/C
5
10
N/C
10
15
5
15
20
8
20
25
10
25
30
12
TOURNAMENTS
($500 deposit required)
LOCATION
Day Use
Lights
Snack Bar
CATEGORY
A B C D E F
N/C
N/C
N/C
N/C
10
N/C
10
15
5
15
20
8
20
25
10
25
30
12
/03
June 2007 Attachment 1 -3
TENNIS COURT (daily fee per court)
LOCATION
Carlsbad High School
Poinsettia/Stagecoach/Calavera
Laguna Riviera
No Tournament Play or Clinics Allowed
CATEGORY
A B C D E F
N/C
N/C
N/C
N/C
N/C
N/C
20
15
10
30
20
15
40
25
20
60
35
30
SWIM COMPLEX (WHOLE POOL)
For the Swim Complex, if clean-up or more than two lifeguards are required, a staffing
fee of $20 per hour per staff is charged.
(Hourly Rates)
LOCATION
Pool
CATEGORY
A BCD
N/C | $50 $50 | $50
E
| $100 |
F
$100
June 2007 Attachment 1-4
Carlsbad City Library Facility Fee Schedule
Schedule B
Based on hourly rates occurring during regular Library hours with a two-hour minimum, no prorating.
$25 additional charge per cancelled booking.
* Applicant Classifications
B - Carlsbad Resident not for profit
(non-paid management); ex. Boys &
Girls Scouts
C - Carlsbad Resident not for profit
(paid management); Pit Mgt HOAs,
Boys & Girls clubs.
Meeting Room
: N/C
$15
Auditorium
$15
$20
Cleaning Deposit
refundable
$200
$200
D - Non-Resident not for profit.
E - Residential Commercial, for profit
etal
F- Non-resident Commercial,
business.
Additional
Services
Prices apply to all
applicant
classifications
\ VCR & Monitor
Use
$10
1
$20 •
$30
$40 ;
! Slide/Overhead i
j Projector \
\ &Screen Use ,
i j
i $s ;
* Auditorium use evenings 6-9 p.m. Monday-Thursday and weekends 9a.m
$55 \
$75
!
i
$100 !
\
$200
•••*
$200
$200
j ...t
SB. I =?
$20 1 *$20 per hour
-5 p.m. Saturday, 1-5 Sunday require AV Tech.
Booking ahead for the January 1 - June 30 and July 1 - December 31 periods, submitted
applications are accepted as follows:
Carlsbad residents: Written applications accepted only if postmarked after September 1 to book for the
January 1 through June 30 periods. Written applications accepted only if postmarked after April 1 to book
for the July 1 through December 31 periods.
Non-residents: Written applications accepted only if postmarked after September 15 to book for the
January 1 through June 30 periods. Written applications accepted only if postmarked after April 15 for the
July 1 through December 31 periods.
For complete information see http://www.ci.carlsbad.ca.us/carlsbadmedia
Schedule B-1
Carlsbad City Library Schulman Auditorium
Specialized Audio Visual Services Fee Schedule
Video Services Per Hour
One Camera Shoot $37.50
Multi-Camera Production $75
Graphics $150
Video Engineer $60
Sound Engineer $75
Camera Operator $20
Technical Director $20
Director . $20
Lighting Technician i $125
Non-Linear Editing with Operator $125
Audio Editing / Sweetening $150
DVCAM Tape -124 8 184 $28 ea
VMS Tape - Copy \ $15 ea
DVD-Copies $12ea
CD - Audio Copies $15 ea
Audio Services Per Hour
Eight Microphone Set-up $100
One CD / Cassette Player $10
Two Effects Processor $30
DAT Tape-Copy $15
Additional Microphone / Device Input $15
Stage Monitor $25
CD Recording $50
MiniDisc Recording $25
Eight Channel ProTools Post Production $250
Sixteen Channel ProTools Post Production $350
Audio Editing / Sweetening $150
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT RELATED SERVICE FEES
JUNE 2007
-ee Description
Additional Planning Inspections (first Insp included in plan check fee)
Adjustment Plat
Administrative Permit - IODA
Affordable Housing Credit Per Unit (Southeast and Southwest quadrants)
Affordable Housing Credit Per Unit (Northwest Quadrants)
Agricultural Mitigation Fee
Appeal - City Council (+ noticing costs) - fee is refundable if appeal is won
Appeal - Housing and Redevelopment Commission (+ noticing costs) fee is refundable if appeal is won
Appeal - Planning Commission (+ noticing costs) fee is refundable if appeal is won
Appeal - Redev. Design Review Board (+• noticing costs) fee is refundable if appeal is won ;
Building Permit Fees (55% of 2001 UBC 1 -A) '
Building Plan Check - 65% of Bldg Permit (8% discount on repetitive plan checks)
Building Code Enforcement
Certificate of Compliance
Certificate of Compl. in lieu of Parcel Map .
Certificate of Correction
Community Facilities District Annexation
Construction Change Review - Minor (fee plus $155 per sheet)
Construction Change Review - Major (fee plus $245 per sheet)
Coastal Development Permit (CDP) - Single Family Lot
CDP - 2 - 4 unit or lot subdivision (per unit or lot whichever is greater)
CDP - 5 or more unit or lot subdivision (per permit)
CDP Amendment = 50% of current permit cost
CDP Emergency
CDP Exemption
CDP Extensions = 25% of current permit cost
CDP - Non-Redevelopment Area - Minor Permit
CDP Non-Residential + 1 0 cents per square foot
Coastal Development Permit - Major & Minor RP's
Conditional Use Permit (25% discount may apply)
CUP - Minor
CUP - Amendment
CUP - Bio Habitat Preserve
CUP - Extension -Regular
DayCare Permit
DayCare Permit - Center Admin Pmt.
DayCare Permit - Extension
Developer Agreements - Deposit $10,000 increments
Duplicate Tracing Fees - Final Parcel and Tract Maps - per sheet (+ $32 per sheet)
Easement or Offer to Dedicate or Improve
EIA - All Others
EIA - Single Family
EIR Review (+ fbhr after the first 160 hrs of project planner or 40 hrs of Project Engineer)
EIR - Addendum (+ fbhr after 1st 10 hrs of project planner)
EIR- Focused/Supplemental (Requiring a Public Hearing) - (+ fbhr after the 1st 100 hrs
of project planner or 20 hrs of project engineer)
Encroachment Agreement Processing
(*)
(10)
0)
(8)
(8)
(8)
(5)
(5)
(5)
(5)
(5)
Current
Fee
55.00
1,110.00
250.00
46,000.00
120,000.00
1 1 ,790.00
870.00
580.00
570.00
580.00
Court costs
900.00
3,135.00
700.00
1,180.00
420.00
590.00
930.00
1,880.00
3,060.00
380.00
210.00
740.00
835.00
580.00
3,870.00
NEW
2,080.00
730.00
780.00
180.00
360.00
80.00
Actual cost
20.00
560.00
1,490.00
820.00
17,300.00
2,170.00
1 1 ,640.00
290.00
Proposed
Fee
58.00
1,165.00
190.00
49,000.00
123,000.00
10,000.00
1 ,000.00
609.00
598.50
609.00
Court costs
945.00
3,290.00
735.00
1 ,240.00
440.00
620.00
975.00
1 ,975.00
3,215.00
400.00
220.00
775.00
875.00
600.00
4,060.00
680.00
2,185.00
765.00
820.00
190.00
380.00
85.00
Actual cost
20.00
590.00
1 ,565.00
861 .00
18,165.00
2,275.00
12,220.00
305.00
(01
June 2007 2-1
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT RELATED SERVICE FEES
JUNE 2007
=ee Description
Environmental Monitoring Fee
Fire Protection System Installation
Fish & Game Fee - Negative Declaration - Set by Department of Fish and Game
Fish & Game Fee - EIR - Set by Department of Fish and Game
GIS Technical Services (per hour Technician)
GIS Technical Services (per hour Manager)
GIS Plotter Usage Rate (per hour)
GIS Production of new documents
GIS Digital Data Delivery
GIS Reproduction of Existing Documents
General Plan Amendment - 0 - 5 Acres *
1
General Plan Amendment - Over 5 Acres
Grading Permit Application
Grading Permit
Grading Permit Investigation Fee
Grading Permit Extension Fee j
Local Facilities Management Fees - As established by Council
Hillside Dev Permit - Single Family Lot
Hillside Dev Permit - Other (Multiple Lots)
Hillside Dev Permit Amendment - Single Family Lot
Hillside Dev Permit Amendment - Other (Multiple Lots)
HMP - Permit - Single Family
HMP - Permit - Amendment - Single Family Residence
HMP - Permit - Minor (no on site habitat to be preserved)
HMP - Amendment - Minor
HMP - Permit - Amendment - Minor (no on stie habitat to be preserved)
HMP - Permit - Major
HMP - Permit - Amendment - Major
HMP - Amendment - Major (+ fbhr after first 20 hours of project planner)
Improvement Agreement Extension - see Secured Agreement Proc. Ext.
Improvement Construction Inspection Fee
Improvement Plan Review (Plan Check)
Exclusionary Housing Impact Fee (per unit)
Exclusionary Housing In-Lieu Fee (per market rate unit)
Inspection Overtime-per Hour (On Request) - each additional hour at $70
Inspection - Additional Planning
Landscape Plan Check
Landscape Inspection
License Tax on New Construction - Mobile Homes
Lighting and Landscape District #2 Annexation
Local Coastal Plan - Amendment
Master Plan (+ fbhr after 1st 200 hrs project planner or 100 hrs project engineer)
Master Plan Pre-Submittal
Master Plan Amendment - (Minor) (+ fbhr after 1st 20 hrs Proj. Planner or 7 hrs Proj. Eng.)
Master Plan Amendment - Major (+ fbhr after 1st 100 hrs project planner or 40 hrs
of project engineer)
Neighborhood Improvement Agreements
Noticing Service (plus postage)
(D
(6)
(6)
(1)
(1)
(8)
(8)
(8)
(8)
(1)
(1)
(1)
d)
(1)
(8)
Current
Fee
200.00
80.00
100.00
20.00
Actual Cost
Actual Cost
Direct cost
3,680.00
5,310.00
Actual cost
25% permit fee
1,070.00
2,170.00
610.00
1,860.00
New
New
900.00
3,050.00
New
3,400.00
New
4,800.00
2,925.00
4,515.00
100.00
80.00
1,801.00
4,400.00
5,380.00
36,040.00
6,130.00
1,440.00
22,550.00
410.00
285.00
Proposed
Fee
210.00
Actual Cost
Actual Cost
Delete
Actual Cost
Actual Cost
Direct cost
3,865.00
5,575.00
Actual cost
25% permit fee
1,125.00
2,275.00
640.00
1,950.00
50% Minor Fee
75% Original fee
500.00
3,110.00
75% Original Fee
3,570.00
75% Original Fee
4,840.00
2,925.00
4,515.00
105.00
84.00
1,864.00
4,400.00
5,650.00
37,840.00
6,435.00
1,510.00
23,675.00
430.00
290.00
10%
June 2007 2-2
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT RELATED SERVICE FEES
JUNE 2007
Fee Description
Oversize Load Permit - 1 trip (fee set by State)
Oversize Load Permit - Annual (fee set by State)
Parking In Lieu Fee - Redevelopment Area
PD Res. Amendment - 4 or less
PD Res. Amendment - 5 to 50
PD Res. Amendment - 51 or more
PD Amendment- Non-Res - 4 or less
PD Amendment - Non-Res - 5 to 50
PD Amendment - Non-Res - 51 or more
PD Condo - Residential Additional Permit
PD Condo - Admin Amendment
PD/Condo - Minor Amendment
PD Res. - 4 or less
PD Res. - 5 to 50
PD Res. - 51 or more
PD - Non-Res - 4 or less !
PD - Non-Res - 5 to 50
PD - Non-Res - 51 or more
Permit Amendments Not Specifically Identified
Planned Industrial Permit
Planned Industrial Permit - Amendment
Planning Commission Determination - Single Family
Planning Commission Determination - Other
Planning Commission Discussion Item
Planned Development Final Map - Minor (4 or less)
Planned Development Final Map - Major (50 or less)
Planned Development Final Map - Major (51 or more)
Precise Development Plan
Precise Development Plan - Amendment
Preliminary Plan Review - Consistency Determination
Preliminary Plan Review - Major
Preliminary Plan Review - Minor
Preliminary Review - Redevelopment (minor or major)
Quitclaim of Easement
Reapportionment Fees for 1911 Act Assessment Districts - (plus $50 per parcel)
Redevelopment Permit Extension (Minor)
Redevelopment Permit Extension (Major)
Redevelopment Noticing Fee (Minor) - plus postage
Redevelopment Noticing Fee (Major) - plus postage
Redevelopment Permit (Admin.)
Redevelopment Permit (Minor) - plus noticing costs
Redevelopment Permit (Major) - plus noticing costs •
Redevelopment Permit Amendment (Admin)
Redevelopment Permit Amendment (Minor) - plus noticing costs
Redevelopment Permit Amendment (Major) - plus noticing costs
Research and Design Time (By Written Request) - Per Hour - Minimum $25.00
based on hours to completion.
Reversion to Acreage - $3,100 deposit
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(4)
Current
Fee
16.00
90.00
1 1 ,240.00
1,400.00
5,340.00
7,200.00
1 ,590.00
5,730.00
7,760.00
320.00
305.00
640.00
2,600.00
7,210.00
1 1 ,390.00
2,600.00
7,210.00
1 1 ,390.00
4,010.00
1,800.00
870.00
1,410.00
570.00
25.00
70.00
70.00
6,560.00
3,570.00
610.00
610.00
170.00
0.00
590.00
450.00
660.00
750.00
200.00
390.00
380.00
1,420.00
2,600.00
150.00
510.00
1,250.00
Actual cost
Actual cost
Proposed
Fee
16.00
90.00
11,240.00
1.470.00
5,607.00
7,560.00
1 ,670.00
6,015.00
8,145.00
340.00
320.00
672.00
2,730.00
7,570.00
11,960.00
2,730.00
7,570.00
11,960.00
4,210.00
1 ,890.00
91 5.00
1,480.00
600.00
Delete
Delete
Delete
6,890.00
3,750.00
640.00
640.00
180.00
0.00
620.00
450.00
560.00
650.00
215.00
405.00
400.00
1,490.00
2,730.00
157.50
535.00
1,312.50
Actual cost
Actual cost
June 2007 2-3
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT RELATED SERVICE FEES
JUNE 2007
=ee Description
Right of Way Permit - Minor-Non Construction
Right of Way Permit - Minor - Construction
Right of Way Permit - Utility (+ actual costs for Insp. and Sr. Insp. time)
Right of Way Permit - Utility (By Contract)
Satellite Antenna Permit
School Fees - (Set by School Districts, State Mandates Limits)
Secured Agreement Proc. Extension
Secured Agreement Proc. Replace -+ improvement plan revision fees if required
Segregation of Assessments - 1 - 4 lots
Segregation of Assessments - 5 lots or more - fee plus $20 per lot
Sign Permit •
Sidewalk Sign/Outdoor Display Permit, Redevelopment Area
Sign Program, Non RDA
Sign Program Amendment, Non RDA
Sign Program Permit, Redevelopment Area
Sign Program Permit Amendment, Redevelopment frea
Site Development Plan - Res. <= 4 units/lots
Site Development Plan
Site Development Plan Amendment (Minor)
Site Development Plan Amendment (Major)
Special Use Permit - Scenic Corridor
Special Use Permit - Flood Plain
Special Use Permit - Flood Plain, Coastal High Hazard Area
Special Use Permit Amendment - Flood Plain
Special Use Permit Amendments - All Other
Specific Plan Amendment (Major) (+ fbhr after 1 80 hr proj planner or 30hrs Proj eng)
Specific Plan Amendment (Minor) (+ fbhr after 20 hr proj planner or 7hrs Proj eng)
Specific Plan (+ fbhr after 1st 200 hrs project planner or 60 hrs project engineer)
Storm Water Pollution Prevention Program/Storm Water Management Plan Review -
-Single Family (initial lot/subsequent lot)
-Multi Family & mobile home (initial lot/subsequent lot)
- Commercial/Industrial
Storm Water Pollution Prevention Program/Storm Water Management Plan Inspection -
-Single Family (initial lot/subsequent lot)
-Multi Family & mobile home (initial lot/subsequent lot)
- Commercial/Industrial
Street Light Energizing Fee
Street Name Change
Street Vacation - Regular
Street Vacation - Summary
Substantial Conformance Exhibit Rev.
Tentative Map Revision - 5- 49 Units/Lots + $40ea 5+ (whichever is greater)
Tentative Map Revision - 50+ Units/Lots + $15ea 49+ (whichever is greater)
Tentative Parcel Map Processing Fee (Minor Subdivision)
Tentative Parcel Map 1yr Extension (per application)
Parcel Map (Minor Subdivision) - Final
Tentative Tract Map Litigation Stay
Tentative Tract Map - 5 -49 Lots/Units + $1 10ea. > 5 (whichever is greater)
(7)
(7)
(1)
Current
Fee
NEW
300.00
640.00
640.00
360.00
350.00
650.00
Actual Cost
Actual Cost
40.00
50.00
910.00
550.00
260.00
60.00
3,850.00
9,770.00
2,570.00
6,620.00
3,010.00
3,330.00
2,410.00
2,890.00
2,090.00
19,370.00
1 ,250.00
30,100.00
210/70
210/35
280.00
230/120
230 / 70
400.00
1,410.00
3,590.00
2,370.00
870.00
3,610.00
6,560.00
3,280.00
1,270.00
3,025.00
25%oforig. fee
7,070.00
Proposed
Fee
155.00
315.00
670.00
670.00
380.00
370.00
680.00
Actual Cost
Actual Cost
44.00
55.00
955.00
575.00
275.00
65.00
4,045.00
10,260.00
2,700.00
6,950.00
3,160.00
3,500.00
2,530.00
3,035.00
2,195.00
20,340.00
1,315.00
31,605.00
220/75
220/40
295.00
240/115
240/70
420.00
1 ,480.00
3,100.00
1 ,230.00
915.00
3,725.00
6,890.00
3,445.00
1,335.00
3,120.00
25% of orig.fee
7,460.00
June 2007 no2-4
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT RELATED SERVICE FEES
JUNE 2007
Fee Description
Tentative Tract Map - 50+ Lots/Units + S15ea 49+ (whichever is greater)
Tentative Tract Map Extension- 5 to 49
Final Tract Map (+ $5 per Acre)
Third Party Review - plus consultant cost
Trails Plan Check <= 1 mile in length
Trails Plan Check > 1 mile in length
Trails Inspection (cost of staff time)
Variance - Administrative Redevelopment
Variance - Redevelopment
Variance - Engineering
Variance - Planning 'jVariance - Administrative (Planning)
Variance - Administrative (Planning) Recreational Vehicle Admin. Variance
Wireless Communication 3rd Party Review
Zone Change - 5 or fewer acres
Zone Change - 5.1 or more acres i
Zone Code Amendment
Zoning Compliance Letter
Water District Service Fees
Preliminary Potable Water, Reclaimed Water, Sewer Analysis Review -
(Use Improvement Plan Review Fees)
Reclaimed Water Landscape Review - Use Improvement Plan Review fees
Hydraulic Analysis Only - Included in Improvement Plan Review Fees
Meter Installation Fees:
5/8"
Fire Protection
3/4"
1"
1 1/2" -Turbo
1 1/2" - Displacement
2" -Turbo
2" - Displacement
3"
4"
6"
8"
Potable, Reclaimed and Sewer Improvement Plan Review - Use Improvement Plan Review Fees
Potable, Reclaimed and Sewer Standards and Specifications (available on Internet)
San Diego County Water Auth. Capacity Charge - Set by SDCWA
Service Installation Fees
Fire Hydrant Lateral and Assembly (staff time consistent with City payroll records)
Fire Sprinkler Lateral (staff time consistent with City payroll records)
Utility Standards and Specifications
Waste Water Discharge Permit
Waste Water Pretreatment:
Class I (per month) - Existing user
Class II (per month) - Existing user
Class III (per month) - Existing user
(9)
(9)
Current
Fee
14,200.00
2,490.00
6,450.00
640.00
940.00
1 ,880.00
Actual Cost
160.00
360.00
650.00
2,440.00
650.00
650.00
Actual Cost
4,230.00
5,730.00
5,450.00
70.00
160.00
meter fee
185.00
220.00
700.00
365.00
900.00
470.00
Actual Cost
Actual Cost
Actual Cost
Actual Cost
No charge
Actual Cost
Actual Cost
direct cost
30.00
200.00
190.00
30.00
Proposed
Fee
14,910.00
2,615.00
6,770.00
675.00
970.00
1 ,975.00
660.00
170.00
380.00
680.00
2,560.00
680.00
682.00
Actual Cost
4,440.00
6,015.00
5,725.00
75.00
160.00
meter fee
190.00
225.00
700.00
365.00
905.00
470.00
Actual Cost
Actual Cost
Actual Cost
Actual Cost
No charge
Actual Cost
Actual Cost
direct cost
30.00
200.00
190.00
30.00
June 2007 2-5
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT RELATED SERVICE FEES
JUNE 2007
Fee Description
Current
Fee
Proposed
Fee
Class I - One time fee for new users
Class II - One time fee for new users
Class III - One time fee for new users
270.00
270.00
80.00
270.00
270.00
80.00
Notes:
(1) - See attached schedules and rate tables.
(2) - Based on number of units or lots whichever is greater
(3) - Fee Increases based on Annual Change in Engineering News Record as Established by Council by Ordinance.
(4) - Any Permit Amendment not identified assessed at 50% of original cost.
(5) - Plus fish and game department fee, if any. Currently set at $1,250 for Negative Declaration and $850 for EIR.
(6) - Fees set by State Statute.
(7) - For all Assessment o'stricts using 1915 Act Bonds.
(8) - A 25% discount may apply when submitted with another application
(9) - A 25% discount will apply when submitted with a General Plan Amendment
(10)- AB 14,536
(*)'- Approved by Council on 12/2005
June 2007 2-6
FIRE PROTECTION SYSTEM INSTALLATION FEES - Proposed (FY'07-08)
Automatic Sprinkler Systems
- Residential System
- Commercial System - 1st riser 1st floor
- ea add'l riser
- Tenant Improvement
Fire Alarm Systems
- 1 to 25 Devices
- 26 or more Devices
Other Fixed Fire Systems
- Hood and Duct
- Special Chemical Agent
- Standpipe
- Paint Spray Booth
Repeated Inspection on new construction
Plan Review
$65
65
$60 minimum
100
65
65
80
80
No.
3 at
1 at
1 at
2 at
1 at
1 at
2 at
2 at
1 at
Inspection Fees
| Cost
$65 each
65 each
$65 each
65 each
65 each
65 each
65 each
65 each
75 each
Schedule #1
Total
Fee
$260
1,200
600
130
$125
230
130
130
210
210
75
FIRE PROTECTION SYSTEM INSTALLATION FEES - Current (FY'06-07)
Automatic Sprinkler Systems
- Residential System
- Commercial System - 1st riser 1st floor
- ea add'l riser
- Tenant Improvement
Fire Alarm Systems
- 1 to 25 Devices
- 26 or more Devices
Other Fixed Fire Systems
- Hood and Duct
- Halon
- Special Chemical Agent
- Standpipe
- Paint Spray Booth
Repeated Inspection on new construction
Plan
Review
$62
62
$55 minimum
98
62
62
62
78
78
No.
3 at
1 at
1 at
2 at
1 at
2 at
1 at
2 at
2 at
1 at
Inspection Fees
| Cost
$62 each
62 each
$62 each
62 each
62 each
52 each
62 each
62 each
62 each
73 each
Schedule #1
Total
Fee
$248
1,150
570
124
$117
222
124
166
124
202
202
73
June 2007 \\2>
GRADING PERMIT APPLICATION
Amount
100CY*orless
101to1,OOOCY
1,001 to 1 0,000 CY
10,001 to 1 00,000 CY
100,001 to 200,000 CY
i
200,001 CY or more
FEES - Proposed (FY'07-08) Schedule #2
Fee
$380
$760
for the first 100 cubic yards plus $120.00 for each additional 100
cubic yards or fraction thereof.
$2,275
for the first 1,000 cubic yards plus $120.00 for each additional 1,000
cubic yards or fraction thereof.
$3,580
for the first 10,000 cubic yards plus $180.00 for each additional 10,000
cubic yards or fraction thereof.
$5,460
for the first 100,000 cubic yards plus $285.00 for each additional 10,000
cubic yards or fraction thereof.
$8,760
for the first 200,000 cubic yards plus $130.00 for each additional 100,000
cubic yards or fraction thereof.
*CY =(Cubic Yards
J
GRADING PERMIT APPLICATION
Amount
100CY*orless
101to1,OOOCY
1,001 to 10,000 CY
10,001 to 100,000 CY
100,001 to 200,000 CY
200,001 CY or more
FEES -Current (FY'06-07) Schedule #2
Fee
$360
$725
for the first 100 cubic yards plus $120.00 for each additional 100
cubic yards or fraction thereof.
$2,165
for the first 1 ,000 cubic yards plus $120.00 for each additional 1 ,000
cubic yards or fraction thereof.
$3,410
for the first 10,000 cubic yards plus $180.00 for each additional 10,000
cubic yards or fraction thereof.
$5,200
for the first 100,000 cubic yards plus $285.00 for each additional 10,000
cubic yards or fraction thereof.
$8,340
for the first 200,000 cubic yards plus $130.00 for each additional 100,000
cubic yards or fraction thereof.
*CY = Cubic Yards
June 2007
GRADING PERMIT FEES - Proposed (FY'07-08)Schedule #3
Amount Fee
100 Cubic Yards (CY) or less
101 tol.OOOCY
1,001 to 10,000 CY
10,001 to 100,000 CY
100,001 to 200,000 CY
200,001 to 400,000 CY
400,000 to 1,000,000 CY
1,000,001 CY or more
$380
$385
for the first 100 CY plus $65 for each additional 100 CY or fraction thereof.
$1,080
for the first 1,000 CY plus $65 for each additional 1,000 CY or fraction thereof.
$1,785
for the first 10,000 CY plus $130 for each additional 10,000 CY or fraction thereof.
$3,130
for the first 100,000 CY plus $130 for each additional 10,000 CY or fraction thereof.
$4,620
for the first 200,000 CY plus $195 for each additional 10,000 CY or fraction thereof.
$9,170
for the first 400,000 CY plus $980 for each additional 100,000 CY or fraction thereof.
$16,000
for the first 1,000,000 CY plus $710 for each additional 100,000 CY or fraction thereof.
GRADING PERMIT FEES - (Currrent FY'06-07)Schedule #3
Amount Fee
100 Cubic Yards (CY) or less
101 tol.OOOCY
1,001 to 10,000 CY
10,001 to 100,000 CY
100,001 to 200,000 CY
200,001 to 400,000 CY
400,000 to 1,000,000 CY
1,000,001 CY or more
$360
$360
for the first 100 CY plus $65 for each additional 100 CY or fraction thereof.
$1,030
for the first 1,000 CY plus $65 for each additional 1,000 CY or fraction thereof.
$1,700
for the first 10,000 CY plus $130 for each additional 10,000 CY or fraction thereof.
$2,980
for the first 100,000 CY plus $130 for each additional 10,000 CY or fraction thereof.
$4,400
for the first 200,000 CY plus $195 for each additional 10,000 CY or fraction thereof.
$8,730
for the first 400,000 CY plus $980 for each additional 100,000 CY or fraction thereof.
$15,230
for the first 1,000,000 CY plus $71Q for each additional 100,000 CY or fraction thereof.
June 2007
IMPROVEMENT CONSTRUCTION
Cost of Improvements
$0 to $20,000
$20,001 to $50,000
$50,001 to $100,000
$100,001 to $250,000
$250,001 to $500,000
$500,001 to $1,000,000
$1,000,001 or more
INSPECTION FEES - Proposed (FY07-08) Schedule #4
Fee
5.5% - $375 Minimum
$1,510
for the first $20,000 plus $250 for each additional $10,000 or fraction
thereof
$3,025
for the first $50,000 plus $125 for each additional $10,000 or fraction
thereof
$3,780
for the first $100,000 plus $100 for each additional $10,000 or fraction
thereof
$5,600
for the first $250,000 plus $105 for each additional $10,000 or fraction
thereof
$9,090
for the first $500,000 plus $105 for each additional $10,000 or fraction
thereof
$14,500
for the first $1,000,000 plus $105 for each additional $10,000 or fraction
thereof
IMPROVEMENT CONSTRUCTION
Cost of Improvements
$0 to $20,000
$20,001 to $50,000
$50,001 to $100,000
$100,001 to $250,000
$250,001 to $500,000
$500,001 to $1,000,000
$1,000,001 or more
INSPECTION FEES - Current (FY06-07) Schedule #4
Fee
5.5% - $355 Minimum
$1,440
for the first $20,000 plus $250 for each additional $10,000 or fraction
thereof
$2,880
for the first $50,000 plus $125 for each additional $10,000 or fraction
thereof
$3,600
for the first $100,000 plus $100 for each additional $10,000 or fraction
thereof
$5,335
for the first $250,000 plus $105 for each additional $10,000 or fraction
thereof
$8,660
for the first $500,000 plus $105 for each additional $10,000 or fraction
thereof
$14,275
for the first $1 ,000,000 plus $105 for each additional $10,000 or fraction
thereof
June 2007 lib
IMPROVEMENT PLAN REVIEW
Cost of Improvements
SO to $20,000
$20,001 to $50,000
$50,001 to $100,000
$100,001 to $250,000
$250,001 to $500,000
$500,001 to $1,000,000
Over $1,000,000
FEES - Proposed (FY'07-08) Schedule #5
Fee
$1 ,21 5plus 5% of value of improvements
$1 ,550 plus 4% of value of improvements - $2,470 minimum
$2,000 plus 3% of value of improvements - $4,090 minimum
$2,245 plus 2.5% of value of improvements - $5,840 minimum
$6,790 plus 2% of value of improvements - $13,910 minimum
$12,000 plus 1 .5% of value of improvements - $23,840 minimum
$12,265 plus 0.75% of value of improvements - $31,630 minimum
(Improvement Plan Check Fees are based on the current City of San Diego unit
prices. This includes the cost of curbs, gutters, sidewalks, asphalt or concrete
paving, storm drains, etc.)
IMPROVEMENT PLAN REVIEW FEES - Current (FY'06-07) Schedule #5
Cost of Improvements Fee
$0 to $20,000 $1,155 plus 5% of value of improvements
$20,001 to $50,000 $1,470 plus 4% of value of improvements - $2,470 minimum
$50,001 to $100,000 $1,890 plus 3% of value of improvements - $4,090 minimum
$100,001 to $250,000 $2,140 plus 2.5% of value of improvements - $5,840 minimum
$250,001 to $500,000 $6,460 plus 2% of value of improvements - $13,910 minimum
$500,001 to $1,000,000 $11,390 plus 1,5% of value of improvements - $23,840 minimum
Over $1,000,000 $11,680 plus 0.75% of value of improvements - $31,630 minimum
(Improvement Plan Check Fees are based on the current City of San Diego unit
prices. This includes the cost of curbs, gutters, sidewalks, asphalt or concrete
paving, storm drains, etc.)
June 2007
STREET LIGHT ENERGIZING FEES -
Watts
70
100
150
200
250
400
Above fees are the cost for energizing
and includes a $30.00 charge per light
SDG&E service point.
•Proposed (FY'07-08) Schedule
Lumens
5,800
9,500
16,000
22,000
30,000
50,000
each street light for 18 months
for connecting the light to an
#6
Proposed
Fee
128
162
210
258
322
473
STREET LIGHT ENERGIZING FEES
Watts
70
100
150
200
250
400
Above fees are the cost for energizing
and includes a $30.00 charge per light
SDG&E service point.
Current (FY'06-07)
Lumens
5,800
9,500
16,000
22,000
30,000
50,000
each street light for 1 8 months
for connecting the light to an
Schedule #6
Current
Fee
124
155
201
247
309
452
June 2007 //&
LANDSCAPE INSPECTION FEES -
Cost of Improvements
SO to $20,000
$20,001 to $50,000
$50,001 to $100,000
$100,001 to$250,000
$250,001 to $750,000
$750,001 and Over
Proposed (FY'07-08) Schedule #7
Fee
$535
$755
for the first $20,000 of improvements plus $20 for each additional
$10,000 or fraction thereof
$1 ,060
for the first $50,000 of improvements plus $20 for each additional
$10,000 or fraction thereof
$1,510
for the first $100,000 of improvements plus $150 for each additional
$100,000 or fraction thereof
$1,815
for the first $250,000 of improvements plus $150 for each additional
$100,000 or fraction thereof
$2,870
for the first $750,000 of improvements plus $1 50 for each additional
$100,000 or fraction thereof
LANDSCAPE INSPECTION FEES -
Cost of Improvements
$0 to $20,000
$20,001 to $50,000
$50,001 to $100,000
$100,001 to$250,000
$250,001 to $750,000
$750,001 and Over
Current (FY'06-07) Schedule #7
Fee
$510
$720
for the first $20,000 of improvements plus $20 for each additional
$10,000 or fraction thereof
$1,010
for the first $50,000 of improvements plus $20 for each additional
$10,000 or fraction thereof
$1,440
for the first $100,000 of improvements plus $150 for each additional
$100,000 or fraction thereof
$1,730
for the first $250,000 of improvements plus $150 for each additional
$100,000 or fraction thereof
$2,735
for the first $750,000 of improvements plus $150 for each additional
$100,000 or fraction thereof
June 2007
LANDSCAPE PLAN CHECK FEES - Proposed (FY'07-08)Schedule #8
Cost of Improvements Fee
$0 to $20,000
$20,001 to $50,000
$50,001 to $100,000
$100,001 to $250,000
$250,001 to $500,000
$500,001 to $1,000,000
Over $1,000,000
$535
$760 plus 3.0% over $20,000
$2,195 plus 1.5% over $50,000
$3,330 plus 2% over $100,000
$4,090 plus 0.15% over $250,000
$4,995 plus 0.1% over $500,000
$7,570 plus 0.07% over $1,000,000
LANDSCAPE PLAN CHECK
Cost of Improvements
$0 to $20,000
$20,001 to $50,000
$50,001 to $100,000
$100,001 to $250,000
$250,001 to $500,000
$500,001 to $1,000,000
Over $1,000,000
FEES - Current (FY'06-07)
Fee
$510
$725 plus 3.0% over $20,000
$2,090 plus 1.5% over $50,000
$3,170 plus 0.2% over $100,000
$3,895 plus 0.15% over $250,000
$4,755 plus 0.1% over $500,000
$7,210 plus 0.07% over $1 ,000,000
Schedule #8
June 2007 120
BUILDING PERMIT FEES Proposed Schedule #9
(60% of the 1997 Uniform Building Code Table 1-A fee schedule)
Fees are based on the 2004- 2005 Building Valuation Multipliers published by the
San Diego Area Chapter of the International Conference of Building Officials.
Total Valuation Fee
$1.00 to $500.00 $14.10
$501.00 to $2,000.00 $14.10 for the first $500.00 plus $1.83 for
each additional $100.00, or fraction thereof,
to and including $2,000.00
$2,001.00 to $25,000.00 $41.55 for the first $2,000.00 plus $8.40 for
each additional $1,000.00, or fraction
thereof, to and including $25,000.00
$25,001.00 to $50,000.00 $234.75 for the first $25,000.00 plus $6.06 for
each additional $1,000.00, or fraction
thereof, to and including $50,000.00
$50,001.00 to $100,000.00 $386.256 for the first $50,000.00 plus $4.20 for
each additional $1,000.00, or fraction
thereof, to and including $100,000.00
$100,001.00 to $500,000.00 $596.25 for the first $100,000.00 plus $3.36 for
each additional $1,000.00, or fraction
thereof, to and including $500,000.00
$500,001.00 to $1,000,000.00 $1940.25 for the first $500,000.00 plus $2.85
for each additional $1,000.00, or fraction
thereof, to and including $1,000,000.00
$1,000,001.00 and up $3,365.25 for the first $1,000,000.00 plus
$1.89 for each additional $1,000.00 or
fraction thereof
Other Inspections and Fees:
1. Inspections outside of normal business hours $65.00 per hour*
(minimum charge - 2 hours)
2. Reinspection fees assessed under provisions of Section 305 (g) $65.00 per hour
3. Inspections for which no fee is specifically indicated $65.00 per hour*
(minimum charge - one-half hour)
4. Additional plan review required by changes, additions or revisions to
approved plans $65.00 per hour*
(minimum charge - one-half hour)
* Or the total hourly cost to the jurisdiction, whichever is greatest. This cost shall include
supervision, overhead, equipment, hourly wages and fringe benefits of the employees involved.
Notwithstanding other provisions of this section, the building permit fee for factory built housing
shall be twenty-five percent of the fee shown in Schedule #9, and the plan check fee shall be
sixty-five percent of the building permit fee
June 2007
BUILDING PERMIT FEES Current Schedule #9
(55% of the 1997 Uniform Building Code Table 1-A fee schedule)
Fees are based on the April, 2006 Building Valuation Multipliers published by the
San Diego Area Chapter of the International Conference of Building Officials.
Total Valuation Fee
$1.00 to $500.00 $12.93
$501.00 to $2,000.00 $12.93 for the first $500.00 plus $1.68 for
each additional $100.00, or fraction thereof,
to and including $2,000.00
$2,001.00 to $25,000.00 $38."09 for the first $2,000.00 plus $7.70 for
each additional $1,000.00, or fraction
thereof, to and including $25,000.00
$25,001.00 to $50,000.00 $215.19 for the first $25,000.00 plus $5.56 for
each additional $1,000.00, or fraction
thereof, to and including $50,000.00
$50,001.00 to $100,000.00 $354.06 for the first $50,000.00 plus $3.85 for
each additional $1,000.00, or fraction
thereof, to and including $100,000.00
$100,001.00 to $500,000.00 $546.56 for the first $100,000.00 plus $3.08 for
each additional $1,000.00, or fraction
thereof, to and including $500,000.00
$500,001.00 to $1,000,000.00 $1778.56 for the first $500,000.00 plus $2.61
for each additional $1,000.00, or fraction
thereof, to and including $1,000,000.00
$1,000,001.00 and up $3,084.81 for the first $1,000,000.00 plus
$2.01 for each additional $1,000.00 or
fraction thereof
Other Inspections and Fees:
1. Inspections outside of normal business hours $60.00 per hour*
(minimum charge - 2 hours)
2. Reinspection fees assessed under provisions of Section 305 (g) $60.00 per hour*
3. Inspections for which no fee is specifically indicated $60.00 per hour*
(minimum charge - one-half hour)
4. Additional plan review required by changes, additions or revisions to
approved plans $60.00 per hour*
(minimum charge - one-half hour)
* Or the total hourly cost to the jurisdiction, whichever is greatest. This cost shall include
supervision, overhead, equipment, hourly wages and fringe benefits of the employees involved.
Notwithstanding other provisions of this section, the building permit fee for factory built housing
shall be twenty-five percent of the fee shown in Schedule #9, and the plan check fee shall be
sixty-five percent of the building permit fee
June 2007
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT IMPACT FEES
JUNE 2007
Fee Description
Fees Subject to Section 66000 of the California Government Code:
Bridge & Thoroughfare - per Single Family Unit (Outside CFD)
Bridge & Thoroughfare - per Condominium Unit (Outside CFD)
Bridge & Thoroughfare - per Apartment Unit (Outside CFD)
Bridge & Thoroughfare - all other • per Avg. Daily Trip (Outside CFD)
Bridge & Thoroughfare District #2 - Zone 5
Bridge & Thoroughfare District #2 - Zone 20
Bridge & Thoroughfare District #2 - Zone 21
Bridge & Thoroughfare District #3 - Fee per ADT
Local Facilities Mngt Plan/ Amendment - fee + deposit in min. increments of $5,000
Planned Local Drainage Fees
Public Facilities Fees - 3.5% of Bldg Permit Value (Outside CFD)
Public Facilities Fees - 1 .82% of Bldg Permit Value (Inside CFD)
Sewer Benefit Area Fees
Traffic Impact Fee - Residnt'l Cost Per Trip (Out of CFD)
Traffic Impact Fee - Commrc'l/lndust Cost Per Trip (Out of CFD)
Traffic Impact Fee - Residnt'l Cost Per Trip (Inside CFD)
Traffic Impact Fee - Commrc'l/lndust Cost Per Trip (Inside CFD)
Fees Subject to Section 66012 of the California Government Code:
Park In-Lieu Fees
Sewer Connection (General Capacity all areas plus Sewer Benefit Area Fees)
Water District Fees
Major Facility Fee - Potable Water per EDU
Major Facility Fee - Potable and Reclaimed Water Connection Fees:
Meter Size 5/8" - Displacement
Meter Size 3/4" - Displacement
Meter Size 1 " - Displacement
Meter Size 1-1/2" -Displacement
Meter Size 2" - Displacement
Meter Size 3" - Displacement
Meter Size 4" - Displacement
Meter Size 4" - Turbo
Meter Size 6" - Displacement
Meter Size 6" - Turbo
Meter Size 8" - Displacement
Meter Size 8" - Turbo
Note
(2)
(2)
(2)
(2)
d) (2) '
(1) (2)
(2)
(2) !
(2)
(2)
d)
(D(2)
Current
Fee
530
424
318
22
271
1,407
1,136
159
10,000
111
45
72
29
1,047
3,389
4,831
7,627
14,405
21 ,692
38,131
59,314
169,469
110,156
338,938
130,197
474,672
Notes:
(1) - See attached schedules and rate tables.
(2) - Fee Increases based on Annual Change in Engineering News Record as Established by Council by Ordinance.
Proposed
Fee
530
424
318
22
281
1,459
1,178
165
10,000
115
46
75
30
1,058
3,423
4,878
7,702
14,547
21 ,906
38,507
59,899
171,139
1 1 1 ,241
342,279
131,479
479,350
June 2007
3-1
PARK IN-LIEU FEES
Quadrant
District 1 - NW
Single Family Detached & Duplex
Attached (4 units or less)
Attached (5 units or more)
Mobile Home
District 2 - NE
Single Family Detached & Duplex
Attached (4 units or less)
Attached (5 units or more)
Mobile Home
District 3 - SW
Single Family Detached & Duplex
Attached (4 units or less)
Attached (5 units or more)
Mobile Home
District 4 - SE
Single Family Detached & Duplex
Attached (4 units or less)
Attached (5 units or more)
Mobile Home
Schedule A
Value per Acre
977,000
732,000
• 732,000
732,000
Fee Per Unit
57,649
6,414
6,190
4,934
5,728
4,804
4,636
3,696
5,728
4,804
4,636
3,696
5,728
4,804
4,636
3,696
The Park Fee ordinance eslabtishs a method of determining park land values In each quadrant
PLANNED LOCAL DRAINAGE AREA FEES Schedule B
Fee per gross acre
Area / Basin Name
A
B
c
D
Buena Vista Lagoon
Agua Hedionda Lagoon
Encinas Creek
Batiquitos Lagoon
Current
Low High
Runoff Runoff
2,208 $3,614
4,748 7,767
3,549 5,809
49 79
Revised
Low High
Runoff Runoff
32,130 $3,486
4,578 7,492
3,423 5,602
46 76
% Change
Low High
Runoff Runoff
-3.53% -3.54%
-3.58% -3.54%
-3.55% -3.56%
-6.12% -3.80%
Sewer Benefit Area Fees
Area A
AreaB
AreaC
AraaD
Area E
AreaF
AreaG
AreaH
Area I
Area J
AreaK
AreaL
Area M
Schedule C
Current
$ 437 $
769
1,832
1,836
2,707
2,722
119
889
446
1,538
3,103
1,215
60
Revised Chanae % Chanae
452 S
796
1,932
1.935
2,854
2,869
123
922
462
1,591
3,210
1,258
62
15
27
100
99
147
147
4
33
16
53
107
43
2
3.43%
3.51%
5.46%
5.39%
5.43%
5.40%
3.36%
3.74%
3.59%
3.45%
3.45%
3.54%
3.33%
June 2007 Attachment 3-1
Exhibit 8
1 RESOLUTION NO. 2007-157
2
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
3 CARLSBAD, CALIFORNIA, APPROVING THE 2007-08
FISCAL YEAR OPERATING AND CAPITAL BUDGETS OF
THE ENCINA WASTEWATER AUTHORITY
5
6 WHEREAS, the City of Carlsbad is a member agency to the Encina Joint Powers
7 Agreement entered into on July 13, 1961, for the acquisition, construction, ownership,
8 operation and maintenance of the Encina Joint Sewer System; and
9
WHEREAS, the Encina Agreement requires approval for the budget of the
10 Encina Wastewater Authority (EWA) by the Member Agencies following the
11
recommendation of the Joint Advisory Committee (JAC); and
12
WHEREAS, the City Council of the City of Carlsbad desires to approve said
budget and provide for the payment of its share such expenses in accordance with the
15 allocation provided in the Basic Agreement; and
16 WHEREAS, there are projected to be sufficient funds in the Sanitation fund for
17 the payments as they become due.
18 NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
19 Carlsbad, California, as follows:
20
1. That the above recitations are true and correct.
21
2. That the City of Carlsbad's share of the Fiscal Year 2007-08 Operating
23 Budget of the EWA as approved by JAC on May 23, 2007, in the amount of $3,432,679
24 for Wastewater Operations and $640,649 for the Carlsbad Water Recycling Facility
25 Operations, and the Capital Budget of $2,343,384 is hereby approved.
26
27
28 125
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council
of the City of Carlsbad on the 26th day of June, 2007, by the following vote to wit:
AYES: Council Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
-AUDE A LEWIS; Mayor
ATTEST:
LLLU
tORRAINE M. WOOD, City Clerk
(SEAL)
< «..//„
Exhibit 9
1 RESOLUTION NO. 1301
2 A RESOLUTION OF THE BOARD OF DIRECTORS OF
CARLSBAD MUNICIPAL WATER DISTRICT (CMWD), TO
3 SET A PUBLIC HEARING REGARDING PROPOSED
4 INCREASES IN WATER RATES.
5
WHEREAS, the California Supreme Court recently made a ruling that local
6
governments must hold a public majority-protest hearing, and notify customers forty-five
7
(45) days in advance of increases in water rates; and8
9 WHEREAS, the Carlsbad Municipal Water District is proposing water rate
10 increases in November 2007; and
11 WHEREAS, a public hearing must be held regarding the increase in water rates.
12 NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the
13 Carlsbad Municipal Water District, as follows:
14 1. That the above recitations are true and correct.
15
2. That the Board of Directors of the Carlsbad Municipal Water District sets a
16
majority protest public hearing for Tuesday, September 11, 2007, in
10 accordance with law on these proposed rate increases.lo
19
20
21
22
23
24
25
26
27
28
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
PASSED, APPROVED AND ADOPTED at a Special Meeting of the Board of
Directors of the Carlsbad Municipal Water District of the City of Carlsbad on the 26th
day of June, 2007, by the following vote to wit:
AYES: Board Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
ATTEST:
LORRAINE M. WOOD, Secretary
(SEAL)
Exhibit 10
1 RESOLUTION NO. 2007-158
2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, TO SET A PUBLIC HEARING
3 REGARDING PROPOSED INCREASES IN SEWER AND
4 TRASH RATES.
5 WHEREAS, the California Supreme Court recently made a ruling that local
6
governments must hold a public majority-protest hearing, and notify customers forty-five
7
(45) days in advance of increases in sewer and trash rates; and
8
„ WHEREAS, the City of Carlsbad is proposing increased sewer and trash rates in
IQ November 2007; and
11 WHEREAS, a public hearing must be held regarding the increase in sewer and
12 trash rates.
13 NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
14 Carlsbad, California, as follows:
15
1. That the above recitations are true and correct.
16
2. That the City Council of the City of Carlsbad sets a majority protest public
, 8 hearing for September 11, 2007, in accordance with law on these proposed
!9 rate increases.
20
21
22
23
24
25
26
27
28
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council
of the City of Carlsbad on the 26th day of June, 2007, by the following vote to wit:
AYES: Council Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
, ayor
ATTEST:
LORRAINE M. WOODTCityClerk
(SEAL)
Exhibit 11
Notice of Public Hearing
City of Carlsbad and
Carlsbad Municipal Water District
Utility Customers
Dear City of Carlsbad and Carlsbad Municipal Water District Utility Customer:
NOTICE IS HEREBY GIVEN that the City Council and Board of Directors will
hold a public hearing regarding proposed increases for water, sewer, and trash
fees for properties within the City of Carlsbad and Carlsbad Municipal Water
District. This hearing is to comply with a ruling of the California Supreme Court.
The public hearing will be held on the 11th of September at 6:00 p.m., in the
Council Chambers, City Hall, 1200 Carlsbad Village Drive, Carlsbad, California,
at which time the Council will hear all persons interested in the matter.
Any person interested in objecting to the amount of the proposed increases may
file a signed written protest with the City Clerk, at or before the hour fixed for
the hearing. The written protest must contain the address of service, the rate
change being protested, and the ground or grounds of protest. The protestor may
appear at the hearing and be heard on the matter.
How Do We Compare to Other Cities?
Water Rate Comparison per 20 Units and Sewer Flat Fee Rate Comparison
Water and Sewer Rates
Carlsbad proposed FY08
Carlsbad FY07
San Dieguito WD (Leucadia)
Santa Fe ID (Solana Beach)
Oceanside, City of
San Dieguito WD (Encinitas)
Vista Irrigation District (Vista)
San Diego, City of
Santa Fe ID (RSF)
Del Mar, City of
$0 $50 $100
Monthly Cost
$150
Exhibit 11
As reflected on the previous page, even with these proposed increases, the
City's rates continue to be among the lowest in the region. Due to rising
operating costs, unfunded State mandates, the increased cost of water
purchased from the San Diego County Water Authority, and increased costs from
the Encina Wastewater Authority is proposing to raise the rates.
Below is a summary of the proposed increases that are the subject of this
hearing:
Monthly water purchase fee increase is 5%:
• The standard rate increases from $1.68 to $1.76.
• The conservation rate increases from $1.51 to $1.59.
• The recycled water rate increases from $1.60 to $1.68.
• The agricultural water rate increases from $1.37 to $1.45.
Both residential and commercial monthly water service fees vary depending on
meter size.
• The increase for a standard 5/8" meter is from $9.75 to $12.12.
Both residential and commercial monthly sewer service fee increase is 10.6%:
• The residential fee increases from $14.65 to $16.20.
• The commercial fee increased 10.6%.
Residential monthly trash fee increase is 7.8%.
• The residential fee increases from $17.50 to $18.87
A detailed schedule of the water and sewer utility rates is attached.
For questions about the public hearing process,
please contact the Finance Department's Customer Service Dept.
at (760) 602-2403
Exhibit 11
Commodity Rates - Proposed 2007-08
Meter Size
5/8"
3/4"
1"
1-1/2"
2"
3"
4"
6"
8"
Current :
Conservation Rate 1
$1.51
$1.51
$1.51
$1.51
$1.51
$1.51
$1.51
$1.51
$1.51
Units/Mo, (or
less)
7
10
16
30
45
79
123
228
336
5.00% Adjustment
Conservation Rate f
$1.59
$1.59
$1.59
$1.59
$1.59
$1.59
$1.59
$1.59
$1.59
Units/Mo, (or less)
7
10
16
30
45
79
123
228
336
Standard (Base) Rate
Recycled Water Rate ^
Agricultural Water Rate J
$1.68
$1.60
$1.37
$1.76
$1.68
$1.45
\
1 Conservation Rate is 90 percent of Standard (Base) Rate.
2 Recycled Water Rate is 95 percent of Standard (Base) Rate.
3 Agricultural Water Rate is $0.31 off the Standard (Base) Rate (per the MWD "Interim Agricultural Water
Program").
Delivery Charge Current
Meter size Fee
5/8"
3/4"
1.0"
1.5"
2.0"
3.0"
4.0"
6.0"
8.0"
$ 9.75
12.35
17.60
30.70
45.45
83.45
136.00
267.00
424.75
Proposed
• - Fee-''5 •
12.12
14.85
20.36
35.12
50.60
90.50
146.68
284.23
449.87
Wastewater (Sewer) Rates - Proposed 2007-2008
Group I Residential
Single Family
Multi-Family
Mobile Home1
Group II Commercial ^
Group III Commercial *
Group IV Commercial ^
Group V Institutional
Schools per ADA3
Elementary *
Junior *
High*
Boarding *
Group VI Large Volume
Beckman Micro Ops
Culligan
Current ;
Unit Cost
($/hcf of water)
$2.08
$2.08
$1.73
$2.27
$3.58
$0.23
$0.44
$0.66
$3.30
(based on volume and
wastewater strengths)
$4.33
$1.23
Uniform Rate
$14.65
—
—
10.50% Adjustment
Unit Cost
($/hcf of water)
$2.19
$2.19
$1.81
$2.38
$3.76
$0.24
$0.47
$0.69
$3.46
(based on volume and
wastewater strengths)
$4.55
$1.29
Uniform Rate
$16.20
...
Exhibit 12
1 RESOLimON NO. 2007-159
2 A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF CARLSBAD, CALIFORNIA, APPROVING
3 ADJUSTMENTS TO THE FY 2006-07 OPERATING
4 BUDGET
5 WHEREAS, the Self-Insured Benefits Fund will not have sufficient budget
6
appropriation to cover the anticipated dental claim expenses for the Fiscal Year 2006-
7
2007;and8
WHEREAS, the Finance Department has prepared the cash flow analysis for
the Self-Insured Benefits Fund and recommends the additional appropriation of $95,500
11 to cover the anticipated deficit; and
12 NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
13 Carlsbad, California, as follows:
14 1. That the above recitations are true and correct.
2. That the City Council of the City of Carlsbad, California, does hereby
16
authorize an additional appropriation of $95,500 in Fiscal Year 2006-07 for the
17
Self Insured Benefits Fund (Dental).
18
3. That the City Council of the City of Carlsbad, California, does hereby
authorize the transfers, attached hereto as Exhibit 12A in FY 2006-07 for the
21 estimated actuarially determined retiree health care liability. The various
22 amounts for each fund listed will be transferred to the Payroll Trust Fund.
23 ///
24 ///
25 ///
26
27
28
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council
of the City of Carlsbad on the 26th day of June, 2007, by the following vote to wit:
AYES: Council Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
ATTEST:
^
CORRATNEIVI. WOODCity Clerk
(SEAL)
Exhibit 12-A
Retiree Health Insurance Benefit
Unfunded Liability
Fund No.
001
133
160
161
162
391
501
502
511
520
521
801
810
Fund
General Fund
Affordable Housing Trust
Landscape - Trees
Landscape - Medians
Lighting
CDBG
Water
Recycled Water
Sewer
Solid Waste
Storm Water
Redevelopment Operations
South Carlsbad Coastal Redevelopment
Subtotal CMWD - Water Funds
Subtotal All Other Funds
Total All Funds
Amount
$ 4,807,620
26,849
48,316
14,985
23,656
5,056
2,747,676
32,298
119,064
5,357
68,921
48,322
5,059
$ 7,953,179
2,779,974
5,173,205
$ 7,953,179
June 22, 2007
TO:
VIA:
ASSISTANT CITY MANAGER
Finance Director
All Receive -Agenda Item #
For Information of
THE CITY COUNCIL
CM ^ CA f CC
°\
Date
FROM: Senior Accountant - Helga Stover
ENTERPRISE FUNDS - REQUEST FOR ADDITIONAL INFORMATION
The following information is being provided in response to requests for additional
information relating to rates and enterprise fund expenditures:
1. Explanation of decrease in proposed utility rates subsequent to the amounts
discussed at the June 12, 2007 Budget meeting.
2. Analysis of expenditures for Water, Sewer and Storm Water funds.
3. Estimated per acre foot cost of water purchased from San Diego County Water
Authority (SDCWA) for the next 5 years.
1. UTILITY RATES
On June 12, 2007, staff presented the FY2007-08 Operating Budget Workshop including
proposed utility fee increases for Water, Sewer and Solid Waste/Storm Water fees. At that
time, the proposed total monthly increase per average household was $7.86, or 10.4% for
all three fees combined.
The original proposed increase in the Storm Water/Solid Waste fee was due to additional
funding requested for FY07-08 to comply with increasing Regional Water Quality Control
Board requirements pertaining to Storm Water maintenance. Subsequent to the June 12
meeting, staff received additional clarification about the new requirements as well as
benchmarked with other local jurisdictions on their interpretation of these new requirements
As a result, the funding request for FY07-08 was reduced by $895,000, and the
corresponding proposed rate increase was also reduced. Staff reduced the proposed
monthly Storm Water/Solid Waste fee from $19.84 to $18.87 (a decrease of $0.97).
The following table shows the current rates, the rates proposed on June 12 and the rates
proposed today:
th
Water - Fixed
Water - Variable/unit
Solid Waste
Sewer
Total Monthly Increase
Percent Increase
Monthly Rates
Current
$ 9.75
$ 1.68
$ 17.50
$ 14.65
- Average
- Current and Proposed
Proposed
06/12/2007
$ 12.12
$ 1.76
$ 19.84
$ 16.20
$ 7.86
10.4%
Proposed
06/26/2007
$ 12.12
$ 1.76
$ 18.87
$ 16.20
$ 6.89
9.1%
change from
6/1 2 to 6/26
$
$
$ (0.97)
$
Page 1 of 4
2. ANALYSIS OF EXPENDITURES FOR WATER, SEWER AND STORM WATER FUNDS
Water FY07
Budget
FY08
Budget
08 Bu. to 07
Bu.
InciV(Decr)
Total Expenses 29,052,045 31,019,903 1,967,858 6.8%
Increase in replacement (depreciation) transfers of $748,000 due to the addition of the
recycled water plant to fixed assets.
Debt Service costs are up $774,000 because of the State Loans for construction of the
recycled water plant.
Includes $195,000 for Annual Required Contribution for Retiree Health Care Costs
One-Time Expenses (FY07)
FY07 actuals to include one-time funding of $2.8 million for Retiree Health Benefits accrued
liability.
FY07 actuals to include one-time transfer of $400,000 to Risk for legal expenses related to
claims.
Water Enterprise Fund
Purchasad
Water
Estimated Revenue =
$28.9 million
Budget =
$31.0 million
Page 2 of 4
Sewer FY07
Budget
FY08
Budget
08 Bu. to 07
Bu.
lncr/(Decr)
Total Expenses 8,679,673 10,846,430 2,166,757 25.0%
Increase in replacement (depreciation) transfers of $430,000 due to addition of completed
sewer assets added to fixed assets.
Encina charges up $300,000 in part due to increased chemical and power costs.
Wastewater Discharge Requirement mandate costs in FY08 are budgeted at $915,000
($510,000 for vehicles). In addition, a replacement vactor for $300,000 is included.
Sanitation Enterprise Fund
Interest- -Other
/ Other
Service
Charges Depreciation
Estimated Revenue =
$8.7 million
Budget =
$10.8 million
Page 3 of 4
Storm Water FY07
Budget
FY08
Budget
08 Bu. to 07
Bu.
lncr/(Decr)
Total Expenses 1,644,483 2,726,943 1,082,460 65.8%
The total new program cost is $1.2 million; of that amount, $808,000 is an expense of the
Storm Water Fund (the remaining amount is a General Fund expense).
The remaining increase is primarily due to increases in street sweeping and waste disposal
services.
Solid Waste Enterprise Fund
Tradi
Smxhirgc Stornn V*ter
Estimated Revenue =
$3.8 million
Budget =
$4.2 million
3. ESTIMATED COST OF PER ACRE FOOT WATER PURCHASED FROM SDCWA
1/1/2007 (actual)
1/1/2008
1/1/2009
1/1/2010
1/1/2011
1/1/2012
$572
$614
$660
$716
$776
$816
Page 4 of 4
FY 2007-08
Program Options
1) Habitat Management Program ($670,000)
ALL RECEIVE
For Information of City Council
CA ^ CM '—' CC_^_
Date (Q|^.\|O-\ Aggt city Mgr<
2) Medians Improvements on portions of College Avenue and Palomar Airport Road
($700,000 Gas Tax)
3) Downtown Village Maintenance ($200,000)
4) Traffic Signal Systems Engineer ($181,000)
5) NCTD ($86,300)'**
6) 211 Support for Marketing of County of San Diego's non-emergency information
line for health, social and disaster services ($20,000)
7) Artsplash ($20,000 and in-kind services $12,600)**
8) Pine Park Amenities
** Attached. Items 1-4 and 6 distributed earlier. Item 8 still to come.
Arts plash
Overview
ArtSplash has been an annual event in the City of Carlsbad since 2002. ArtSplash is a free two-
day family-friendly community event. Typically ArtSplash consists of chalk art, stone sculpture,
mosaic, rock stacking, graffiti art, fine art, and sand sculpture. The 2007 proposal also includes
a second year of partnership with "Taste of Carlsbad" - an event featuring local restaurants - on
Saturday and the Fern Street Circus performing on Sunday.
ArtSplash showcases local artists and is free to the public and will be held September 22 and
23rd. The purpose of this event is to bring residents and visitors together to celebrate Carlsbad
in a creative forum. The event is held annually and organized by a volunteer group of Carlsbad
residents with the goal of having a fun cultural event within the City.
In past years the City Council has authorized financial and in-kind support for ArtSplash.
ArtSplash received Community Activity Grants from Council for three years, the maximum
allowed. ArtSplash has also received in-kind services. The past several years of in-kind
services have totaled $16,700 in 2004, $7,500 in 2005 and approximately $15,000 in 2006.
The request for 2007 assistance (see attached letter) consists of a $20,000 cash sponsorship
and in-kind services for traffic engineer services, police services, fire inspection, ambulance
service, streets labor, street sweeping (after the event), pressure washing, traffic control
implementation, and a one-man lift. These in kind services are valued at approximately
$15,000.
Options
Staff has identified three potential options for the Council's consideration.
1. Fund the request as presented - Authorize the $20,000 sponsorship and the in-kind
services. This would require a transfer of $35,000 from the Council's contingency
account.
2. Fund either just the cash request of $20,000 or the in kind services of $15,000. The
appropriate amount of money would need to be transferred from the City Council
contingency account.
3. Provide no funding - Council could choose to not provide any support to ArtSplash at
this time.
J }
June 13,2007
Mayor Bud Lewis
1200 Carlsbad Village Drive
Carlsbad, CA 92008-1989
Dear Mayor Lewis,
We will be celebrating the 5* annual ArtSplash on September 22 & 23, 2007. We are very excited about
the wonderful additions to our event this year which are; violin making, cartooning and a 16 foot robotic
giraffe. Our other many facets of art will consist of stone sculpture, mosaic, rock stacking, graffiti, fine art,
sand sculpture and of course chalk art On Saturday we are again partnering with "Taste of Carlsbad" and
on Sunday we will have Fern Street Circus performing.
We have drawn from the community to help us continue to be successful, not only in volunteerism, but in
terms of sponsorship money, and partnership. Some of our sponsors are Jimbo's, Grand Pacific Palisades
Resort, LEGOLAND, Premium Outlets, and Doug & Lori Avis.
I strongly believe that ArtSplash should be an annual event that Carlsbad citizens look forward to in the
fall. ArtSplash is a free event that brings people together to celebrate our City and I hope it is viewed as a
worthwhile "gift" to the populace.
I would like to request that the City of Carlsbad help financially secure the sustainability of ArtSplash with
a $20,000 sponsorship.
Additionally, I would like your help with "in kind" services that include police onsite services, ambulance
onsite services, a man lift, street sweeping and re-striping, a traffic control plan.
Margaret Mead said:
"Never doubt that a small group of thoughtful committed citizens can
change the world. Indeed it is the only thing that has."
I hope that you will be able to consider this request for ArtSplash.
Thank you!
Sincerely,
Joni Miringoff
ArtSplash
Co-Founder and Chairperson
5620 Paseo Del Norte #127-442 Carlsbad, CA 92008 • (760) 436-2828
info@CarlsbadArtSplash.org • www.CarlsbadArtSplash.org
PROGRAM OPTION
NCTD - Carlsbad Village Coaster Connection
Overview
At the North County Transit District (NCTD) Board of Director's meeting on May 17,
2007 the NCTD Board discontinued the Carlsbad Village COASTER Connection
service, route 426 (see exhibit 1 - Route 426 Map). The decision to cancel the route
was based on ridership statistics. According to the NCTD Board it is not currently
economically feasible for NCTD to continue to operate this route. The route currently
has approximately 39 boardings per day, which equates to approximately 15 to 20
individuals per day. NCTD's performance standard for COASTER Connections is 10
boardings per hour. Ridership this fiscal year for the Carlsbad Village COASTER
Connection is at 6.4 boardings per hour. The route will be discontinued effective August
12,2007.
There are alternative bus routes that will reach most of the areas currently served by
route 426. These routes will not be timed to coincide with the Coaster Train Service.
The streets that would no longer receive service are Pontiac Drive and Tamarack Drive
from Highland Drive to Pontiac Drive.
NCTD Request
The North County Transit District Board of
Director's has asked the Carlsbad City Council
if the City of Carlsbad would be interested in
funding route 426, the Carlsbad Village
COASTER Connection, from August 12, 2007
through June 30, 2008, which is the end of the
NCTD fiscal year. The cost to subsidize the
route for 10 1/> months is approximately $86,300
(see Table 1). The cost per person would be
approximately $24 per trip, assuming an
average of 17 people per day, five days a week
on an annual basis.
NCTD would review the ridership statistics on
this route again in the next fiscal year. If the
route becomes economically feasible again then NCTD may opt to reinstate the route.
Options
1. Fund the request for $86,300 to provide 10 !4 months of service, from August 12,
2007 to June 30, 2008 for route 426, the Carlsbad Village COASTER
Connection.
2. Do not fund the request for $86,300 to provide 10 Yz months of service, from
August 12, 2007 to June 30, 2008 for route 426, the Carlsbad Village COASTER
Connection at this time.
Table 1 - Estimated Budget for
Carlsbad Village COASTER
(August 12, 2007 to June 30, 2007)
Estimated in FY 2008
Ridership
Service Hours
Weekday Productivity
Direct Variable Costs
Operating Revenue
Net Operating Subsidy
FY 2008
9,951
1563.15
6.4
$90,646
$4,300
$86,300
1
To: City Council
From: Assistant City Manager
Subject: Program Options for 2007-08 Budget
Date: June 20, 2007
Attached is a list of the program options being distributed for the 2007-08 budget to be
discussed on June 26. The first five are attached to this memo.
The remaining three will be distributed by the end of the week. The budget team will be
available during the Monday briefings to answer any questions. If you would like more
information before that time, please let me know.
LH/pp
Attachments
cc: City Manager
FY 2007-08
Program Options
1) Habitat Management Program ($670,000)
2) Medians Improvements on portions of College Avenue and Palomar Airport Road
($700,000 Gas Tax)
3) Downtown Village Maintenance ($200,000)
4) Traffic Signal Systems Engineer ($181,000)
5) 211 Support for Marketing of County of San Diego's non-emergency information
line for health, social and disaster services ($20,000)
6) NCTD ($86,300) - still to come
7) ArtSplash ($20,000 and in-kind services $ 12,600) - still to come
8) Pine Park Rest Rooms/Storage Facility ($372,900)- still to come
PROGRAM OPTION
HABITAT MANAGEMENT PROGRAM
In 2004, the City of Carlsbad adopted the Habitat Management Program (HMP). The
purpose of this program was to comprehensively identify and secure land to be set
aside as open space. The key benefit of the HMP is to offer a more coordinated
approach to the preservation of open space while providing some degree of
predictability for future development in the permitting process and mitigation
requirements.
Overview of HMP
The way in which the HMP is organized has a significant impact on the requirements
placed on the City by the various resource agencies. Some of these conditions include:
• City oversight of the overall HMP which includes more than 6,000 acres of open
space, most of which are privately owned.
• City responsibility for the direct management of more than 600 acres of open
space.
As part of its foundation, the HMP focuses on specific open space parcels, known as
preserves, which require some level of management to ensure the health and well being
of the habitat. The various Preserve Managers report the status of the preserves (at
build out there will be nearly 30 preserves in Carlsbad) on a regular basis to the City.
The City uses a Preserve Steward to facilitate the collection of these reports and to
make general assessments of the macro state of the City's habitat inventory. These
two required components represent the majority of the City's ongoing HMP costs.
This Program Option consists of those activities that are required by either the HMP or
one of its successor documents, such as the Open Space Management Plan or the
Implementing Ordinance. Based on the acreage of land currently in the City's HMP
portfolio, the estimated annual cost for the HMP is $670,000 for Fiscal Year 2007-08
and more than $300,000 annually for the following fiscal years.
It should be noted that this Program Option does not include 1) any costs associated
with additional land acquisition as may be called for in the HMP; 2) costs associated
with the additional 50 acres of mitigation requirements that are derived from the
development of the City's golf course; or 3) staffing costs for issuing habitat permits.
These costs either have existing funding mechanisms or are being considered
separately.
Preserve Steward
The City currently has a three-year contract with the company Technology Associates
International Corporation (TAIC) to serve as the City's Preserve Steward. The first year
of funding, which runs from September 2006 through August 2007, was provided from
the City Council's contingency account. A long-term source of funding for this activity
has yet to be identified. TAIC's cost is $125,000 per year for the duration of the
contract. These costs are related to the ongoing HMP implementation and are not tied
to the amount of City-owned HMP preserve areas.
1
Preserve Manager
A portion of the open space that the HMP covers is owned by the City. The total
acreage that the City is currently responsible for (not including open space associated
with the Golf Course) is approximately 550 acres. The 50 acres associated with the
Golf Course is currently being managed by the golf course operator. In order to comply
with the terms of the plan, the City is required to provide a level of oversight and
management that is not currently in place. These responsibilities include items such as
the development of a Preserve Management Plan, as well as fencing and ongoing
maintenance. The City has received a proposal from the Center for Natural Lands
Management (CNLM) to provide this service. Their proposed cost is $819,000 which
covers a three year period. This includes one-time start up costs (invasive species
removal, fencing, etc.) estimated at approximately $357,000. The annual management
costs are projected to be $154,000. This is a recurring expense that the City will bear
for the foreseeable future and is anticipated to grow as the City adds acreage to its
portfolio.
Public Outreach and Annual Report
The City is required to develop a public outreach component per the HMP. Annual
costs are estimated to be between $20,000 and 30,000 annually, depending on the
level of outreach the City conducts.
Service Options
Staff is using a mixture of both in-house and contract services to meet the obligations of
the HMP. The funding requests for Fiscal Year 2007-08 and beyond reflect the
potential costs associated with contract assistance.
Fiscal Impact
Preserve Steward
Preserve Manager
Public Outreach/Report
TOTAL
Ongoing
$125,000
$158,000
$ 30,000
$313,000
One-Time
0
$357,000
0
$357,000
Total
$125,000
$515,000
$ 30,000
$670,000
Funding Approach
Staff is recommending that the $670,000 needed to support the Habitat Management
Program be funded from the General Fund for Fiscal Year 2007-08. In addition, staff
will be exploring other financing options for the HMP and several other City programs in
a proposed 2007-08 goal. Council could fund the 2007-08 costs through a General
Fund appropriation, and determine a future funding source pending this staff report.
PROGRAM OPTION
MEDIANS REFURBISHMENT PROJECTS - COLLEGE BLVD AND VARIOUS SITES
Overview
The median planters along several sections of the City's roads are in need of
refurbishment. For discussion purposes, those sections have been grouped into two
Capital Outlay Requests in the Fiscal Year 2007-08 Medians Assessment District
Budget submittal. Specifically, one Capital Outlay Request targets the refurbishment of
the medians along College Boulevard, from El Camino Real to Palomar Airport Road.
The other request targets the refurbishment of four separate sections of medians:
along Palomar Airport Road, from Melrose Drive to Business Park Drive, along Alga
Road, from Alicante Road to Corintia Drive; along Rancho Santa Fe Road, from La
Costa Ave to Camino Alvaro; and along El Camino Real, from Marron to the 78
Freeway.
The total cost for the above refurbishment projects is estimated at $700,000. Due to the
passage of Proposition 218 in 1996, the Medians Assessment District Fund does not
have a sufficient fund balance to support these requests. Proposition 218 does not
allow the City to increase the assessment rates in this fund without voter approval. By
not increasing assessment rates for the past 11 years, the Medians Assessment District
Fund not only does not have the ability to fund any capital outlay, but also requires
annual advances from the City's General Fund in order to fund basic operational costs.
Therefore, the authorization to proceed with all, or a portion of, these projects would be
funded out of the City's Gas Tax Fund. Several possible options that could be taken in
response to these conditions will be presented after a brief description of each Capital
Outlay Request.
College Boulevard Medians ($500.000)
The medians on College Boulevard, between Palomar Airport Road and El Camino
Real are in need of an extensive irrigation system retrofit and tree/shrub replanting. The
original planting for these medians consisted of drought tolerant ground cover shrubs
and riparian type trees. The irrigation is a drip system that results in poor tree growth
due to sporadic water distribution. Most of the trees within these median planters have
died due to these conditions, and have subsequently been removed by staff. The
current condition of the medians within this primary gateway to the Carlsbad Industrial
Park is less than acceptable by City standards, and not aesthetically pleasing in
general.
The original drip irrigation system in these areas has been further depleted by
significant age, and is in need of extensive retrofitting. The irrigation portion of this
project will remove segments of the 20 year old drip system; install selective new
irrigation laterals lines, valves, and regulators; and provide upgraded drip
emitters/irrigation components.
The project scope will also include the replacement of all former and remaining
Sycamore trees with Holly Oak trees (over 200), and spot re-plant Natal Plum shrubs as
needed. The Holly Oak tree species is more compatible with watering needs of the
1
Natal Plum shrubs. It is also consistent with the tree plantings within the adjacent Golf
Course Project, and the medians along Palomar Airport Road, from Paseo Del Norte to
Aircraft Road.
Various Medians ($200.000)
The sites of the subject various medians are as follows: Palomar Airport Road, between
Melrose Drive and Business Park Drive; Alga Road, between Alicante Road and
Corintia Drive; Rancho Santa Fe Road, between La Costa Avenue and Camino Alvaro;
and El Camino Real, between Marron Drive and the 78 Freeway. Moderate irrigation
system retrofits and shrub/groundcover replanting projects are needed within the
medians specified above, totaling nearly five acres.
The original irrigation and planting of these medians have not previously been
refurbished, even though they are beyond their expected useful life. The aging
condition of both the irrigation system and the plant material warrants attention beyond
that which is provided under the City's standard landscape maintenance contract and
fiscally limited additional work capacity. As is the case with the referenced segment of
College Boulevard, the current condition of these median planters is less than
acceptable by City standards, and not aesthetically pleasing in general.
The irrigation systems will be selectively retrofitted as deemed necessary to ensure
proper operation/coverage. The shrubs/groundcovers that are currently missing or in
significant decline will be replaced with new shrubs/ground covers that are consistent
with the surrounding median plantings, and the City's Landscape Manual. These
median segments are already under contract maintenance; therefore no increase will be
required in the regular service level, once the planters have been refurbished.
Options
1. Approve both Capital Outlay Requests (College Boulevard Medians and Various
Medians), and authorize these expenditures ($700,000) out of the City's Gas Tax
Fund. There are available funds in the Gas Tax Fund for these expenditures.
2. Defer both Capital Outlay Requests (College Boulevard Medians and Various
Medians), allowing the existing landscape conditions to remain essentially
unimproved within the subject locations until a future date.
3. Approve either one of the Capital Outlay Requests and defer one of the Capital
Outlay Requests to a future date.
4. Defer both requests until staff reports back in Fiscal Year 2007-08 on other
financing options to fund medians. Staff will be exploring financing options for
both of the City's Lighting and Landscaping Districts (including medians) and
several other City programs in a proposed 2007-08 goal, and will be bringing
these options to Council during the 2007-08 Fiscal Year.
City of Carlsbad
MEDIAN REFURBISHMENT
PROJECTS
3
<
€
1
TJ<D
<o
§(ffa
Refurbishment Projects
Street Medians
[ ; City Boundary
Water Bodies
0.5 0
I Miles
PROGRAM OPTION
DOWNTOWN VILLAGE STREETSCAPE REPAIRS AND IMPROVEMENTS
Overview
In FY 2006-07, a Management Goal Team was formed to develop and implement a Downtown
Village Streetscape work plan that addressed the necessary maintenance, repair, and
replacement standards for the long-term sustainability of this area. The formation of this team
was in direct relation to the Downtown Village Streetscape maintenance being one of the City
Council's top 15 priorities for 2006. The team consists of staff from the departments of Streets
Maintenance, Parks Maintenance, and Housing and Redevelopment. A map depicting the
Downtown Village Streetscape area is attached for reference.
Over the course of the last year, the team has been responsible for the following
accomplishments:
Revised the assessment process to obtain citizen/merchant feedback on the quality of
maintenance conducted on the Downtown Village Streetscape.
• Scheduled and performed monthly inspections of the Downtown Village area to ensure
that maintenance activities address any deficiencies noted.
• Created staff work standards for maintenance of the Downtown Village Streetscape. The
items addressed include: concrete (sidewalks, curbs, and gutters), asphalt, striping and
pavement markings, decorative tiles/pavers, street lights, traffic signs and signals, graffiti
removal, pressure washing, raised and in ground planters, side panels, street trees, road
medians, water/drinking fountains, public parking lots, and trash collection.
• Formalized a specific work plan for the Downtown Village Streetscape, and ensured that
all related projects were captured in the City's computerized work order system. Further
developed a corresponding database capable of generating periodic reports of
completed, or in process, projects within this region.
• Surveyed all street tree grates, concrete planters, and trash receptacles for
repair/replacement needs, and addressed them accordingly.
• Purchased a power sweeper for use on decorative tiles/pavers, and developed a
contract for bi-annual steam cleaning of all sidewalks.
• Established and administered contracts which included the removal and replacement of
selective segments of curb/gutter, asphalt, concrete sidewalk, and decorative
tiles/pavers in the Downtown Village area. The combined value of these repairs and
improvements is estimated to be $75,000.
• Conducted a detailed Maintenance Assessment Program (MAP) evaluation, with citizen
and external department raters, in Spring 2007. Reviewed/addressed - as applicable -
each of the comments received from those raters for the Downtown area. Determined
that the numerical ratings had risen by 30% over the Spring 2006 evaluation, due largely
to the actions undertaken by the team to date.
In order to continue the team's efforts in effectively maintaining and enhancing the
Downtown Village region, $200,000 is being requested for FY 2007-08. This funding would
be designed to address additional deficiencies with the curb/gutter, asphalt, concrete
sidewalks, decorative tiles/pavers, and street lighting. The funding would further assist staff
in coordinating remedial actions to previous years' surface patching that was not performed
with thematic continuity. The result of this previous patching is an over-diversity of
colored/stamped concrete and decorative tiles/pavers. The funding would also be used to
address portions of the right of way that have been negatively impacted by tree roots,
graffiti, and a variety of staining. Lastly, it would also allow staff to continue with the
purchase of miscellaneous materials, including: concrete planters, trash receptacles, and
intersection bollards; pedestrian street tree grates; and new or replacement plants.
The types of repairs and improvements noted above are expected to continue to be in
demand within the Downtown Village over the course of the next several years. Pending
budgetary approval, the various segments of streetscape deemed to be of the highest
priority will be addressed. The breakdown of related costs is estimated to be:
o $125,000 Concrete sidewalks, including associated pavers
o $ 25,000 Concrete curbs and gutters
o $ 22,000 Decorative tiles
o $ 11,000 Asphalt mixes
o $ 8,500 Miscellaneous materials
o $ 6,000 Root prunings, graffiti removals, and pressure washings
o $ 2,500 Street lights
Upon completion of the work designated for FY 2007-08, it is anticipated that similar
requests will be submitted every two to three years - over the next ten years - in order to
keep pace with the ongoing streetscape needs.
Options
1. Approve the request for $200,000 for FY 2007-08, to address the described Downtown
Village Streetscape repairs and improvements.
2. Approve a specified amount (e.g., $100,000) for FY 2007-08, to address a lesser portion
of the described Downtown Village Streetscape repairs and improvements, and defer
the balance the described repairs and improvements to a future date.
3. Deny the request for $200,000 for FY 2007-08 to address the described Downtown
Village Streetscape repairs and improvements.
NEW POSITION WHITE PAPER FOR THE
TRAFFIC SIGNAL SYSTEMS ENGINEER POSITION
JUNE 8, 2007
OUTCOME
Establishing this position will result in a dedicated staff person to develop the comprehensive
transportation network optimization of traffic signals to ensure cost-effective and efficient vehicle
flow on arterial roadways. Over the urban road network, a better and more refined control of
traffic signals will take place to match signal timing on coordinated systems, and at isolated
intersections, to the dynamic traffic patterns. Other highly-technical traffic engineering duties
related to signal systems and traffic operations will be performed by the incumbent in this
position.
WHAT IS AND WHY HAVE TRAFFIC SIGNAL COORDINATION?
Coordinated traffic signal timing is the implementation of pre-planned timing based upon the
time of day or day of week in response to changing traffic volumes and flows. It is one of the
most cost-effective ways to help move traffic and a basic strategy to help mitigate congestion.
Mobility improvements can be achieved by adjusting (fine-tuning) signal timing, updating and
adding new timing plans, or establishing new coordinated systems to the transportation network.
The Federal Highway Administration (FHWA) estimates that:
• Optimizing traffic signals can result in savings of up to $120,000 per signalized
intersection in terms of fuel efficiency and productivity gains due to increased mobility.
• Interconnecting traffic signals and optimizing the traffic signal timing can result in travel
time reductions along a corridor of 8% to 25%.
NEED FOR THE POSITION
Carlsbad's proximity to key transportation and land uses in the region results in challenges to
mitigate traffic congestion. Carlsbad owns and operates 154 traffic signals, plus numerous
ancillary devices such as school zone flashing beacons that operate on a timed schedule that
staff inputs. A major factor that contributes to congestion is the lack of appropriate or optimized
traffic signal timing.
Five agencies interface with Carlsbad's street network. Those five, Caltrans, Oceanside, Vista,
San Marcos, and Encinitas, each have traffic signals that can enhance or impede mobility into
or out of Carlsbad. Congestion at Carlsbad's boundaries or freeway on/off ramps negatively
impacts traffic flow.
Coordinated operation of traffic signals in Carlsbad, taking into account the signal timing plans
of other agencies, offers many benefits. For instance, it promotes traffic flow and mobility,
timeliness (on-time performance) of transit vehicles, increases fuel efficiencies, improves air
quality, enhances safety, and helps reduce congestion and response time delays for emergency
vehicles by minimizing bottlenecks during peak traffic conditions.
HOW DOES THIS POSITION SUPPORT THE CITY COUNCIL PRIORITIES?
Traffic management is number 10 on the City Council's list of 2007 priorities. The goal would be
to preserve the ability of Carlsbad's transportation system to provide and enhance mobility and
accessibility. A number of strategic objectives are contained within the somewhat global term
"traffic management", such as:
• Safety: enhancement of public health and safety by reducing transportation-related
fatalities and injuries. Running red lights accounted for 62% of the collisions in Carlsbad
in 2006 at signalized intersections. Reducing delays at traffic signals and, therefore,
reducing driver impatience, through optimized traffic signal timing is one strategy for
improved intersection safety.
• Mobility: accessible and efficient movement of people and goods is attained through
congestion relief and minimization of delays.
• Environmental Stewardship: transportation solutions (optimized systems) can enhance
the community and environment through the reduction of pollutants and improved fuel
consumption of vehicles.
• Congestion: identify and eliminate or ameliorate factors that contribute to congestion,
whether it includes road widening, new road construction, or improved traffic signal
timing.
• Security: the technology at traffic signals (i.e., video detection cameras) will be
developed and utilized more fully in the future to interface with police requirements and
transportation needs. Technology contributions, to have a measurable effect, will need to
have citywide deployment.
A major component of traffic management is efficient and effective traffic signal timing to
improve system performance. For example, one of Carlsbad's performance measures is to
monitor travel time.on two major corridors - El Camino Real and Palomar Airport Road - and to
implement action plans to achieve improved performance.
Traffic management is addressed in the streets and traffic control goals contained in the
Circulation Element of the General Plan. Goal A.4 is to have "A City with properly maintained,
smooth functioning and safe traffic control system." An implementing action of the goals
contained in the Circulation Element that addresses traffic signals is captured in C.11 that
states, "Interconnect and synchronize the operation of traffic signals along arterial streets,
whenever feasible."
On January 25, 2000, the City Council adopted Resolution No. 2000-33 to accept the Carlsbad
Integrated Program Strategy and policy statements. One of the policy statements contained
therein is to "Complete the TMC at the Public Works Center and expand the QuicNet
capabilities for monitoring traffic signal operations and coordination."
The SANDAG Board of Directors approved the Regional Comprehensive Plan in 2003.
SANDAG staff is currently updating the plan as required every three years. Emphasized in the
current plan is for local agencies to implement the transportation system management
component (traffic synchronization) to reduce the need for capital-intensive solutions in the
region, such as additional road construction.
All of the above support the priority given by the City Council for traffic management. To meet
our role and responsibility in the regional transportation community, optimum traffic
management of the transportation system performance is vital and imperative.
Key strategies must be pursued with respect to operational concepts associated with Council's
traffic management priority, as follows.
Signal Systems
Is the operation of our traffic signals optimized and responsive to traffic demands?
Operational Concepts
In the future, do we have:
• incident detection capabilities
• changeable message signs to alert drivers of road conditions
• an interface with freeway ramp meters for improved performance on Carlsbad's streets
• deployment of operational features to enhance transit
• a fully-integrated and operational transportation management center (TMC)
• traffic monitoring capabilities such as intersection vehicle detection, system detection,
CCTV, speed monitoring, volume determination
• traffic data and incident data collection and analysis
• coordination with police and fire needs (use of Opticom or surveillance cameras)
Enhanced traffic management will require the implementation of Intelligent Transportation
Systems (ITS) technologies and needs that include:
• Sensing - Do we have detection capabilities and visual information displays about the
transportation network at key locations?
• Communication - Have advanced wireline or wireless technologies been deployed to
connect to field sensors to form network links that command and control transportation
management systems?
• Data Processing. Storage and Retrieval - Can we use the power and capabilities of the
computer to gather data about Carlsbad streets, and streets in adjoining cities, to better
manage traffic flows?
• Display - Can we provide data and visual information to motorists that incorporates
future technology that will be available in vehicles?
• Management and Control - Do we have the wide range of actuators and control
mechanisms to enable management and control of traffic flow on arterials in response to
changing conditions?
• Incident Management - Are systems in place to detect and provide early warnings and
proper responses to emergencies and incidents such as altering traffic signal timing
plans to address an instantaneous increase in traffic flows on arterial streets when the
freeway is shut down or local capacity is severely reduced?
WHAT DUTIES WILL THE TRAFFIC SIGNAL SYSTEMS ENGINEER PERFORM?
This position will be responsible for development of, fine-tuning, and monitoring of traffic signal
timing and coordination plans at all locations within Carlsbad. At buildout, Carlsbad will have
more than 170 city-owned traffic signals. This is a very high ratio of traffic signals to city
population and results in a significant portion of the staff workload.
As stated, development of a transportation management center (TMC) is a future endeavor in
keeping with Council strategies for efficient operation of Carlsbad's transportation network.
The vision is that the TMC will be constructed in the future Public Works Center. The staff
person in the requested position will play an integral role in design and development of the
TMC. The TMC will be the hub and serve as the basis for citywide traffic management and, with
coordination of police and fire personnel, play a vital role in incident management. From the
TMC for traffic management purposes, there will be advanced signage, video, computer, and
communication systems utilized.
The Traffic Signal Systems Engineer will be the primary person in the TMC to monitor traffic
flow, unusual patterns of reduced speed, congestion, and/or interruptions in capacity due to an
incident, lane(s) closure due to construction, or unusual excessive demands on the roadway
network (special events). The TMC will employ numerous highly-technical features such as
CCTV, vehicle detection systems (VDS), presence detection systems (PDS), geographic
information systems (CIS) for the management of traffic, surveillance of road conditions, and
roadside communication devices'(traveler information).
Other duties and responsibilities will be given to the Traffic Signal Systems Engineer. The list of
duties includes, but is not limited to:
• be the lead staff for all traffic signal control and systems
• analyze intersection and roadway deficiencies
• develop corrective measures, concepts and designs to improve roadway safety and
meet regulatory requirements and standards
• develop concepts, design improvement plans, and research and obtain funding for future
hardwire or wireless interconnect of all traffic signals in the field to the TMC
• respond to complaints about signal timing issues
• field investigate traffic signal timing issues
• assist field staff with troubleshooting and correcting problems with traffic signal hardware
• conduct traffic engineering investigations and studies
• prepare and present technical reports to decision makers and the public
• provide guidance and assistance in all areas of traffic engineering such as
implementation of traffic control devices, speed management, design and inspection of
traffic signal systems, research causes of congestion and formulate corrective actions,
design street lighting systems, and signing and striping plans
• interface with SANDAG on the RAMS (regional arterial management system) project to
incorporate Carlsbad's traffic signal system into the region wide signal system for
real-time data exchange and, in some cases, remote control
• investigate the potential for development of an adaptive traffic signal control system to
improve traffic flow (this system is dynamic and responds to traffic flows in real time
without the need for fixed-time coordinated timing plans)
• investigate and/or implement future transit system signal priority
• interface with SANDAG/NCTD staff on future technologies for smart bus systems as it
impacts traffic signal systems
• develop an integrated system operation into the core Intelligent Transportation Systems
(ITS) architecture and standards being developed to facilitate communications
HOW IS THIS POSITION JUSTIFIED AT A SENIOR CIVIL ENGINEER LEVEL?
This position is an at-will management classification and one that will require the person to be a
registered civil and/or traffic engineer in the State of California. The incumbent will work under
general and minimal supervision and be expected to make independent and complex decisions
that affects the health and safety of the public and limits liability exposure to the City of
Carlsbad. He/she will be highly-experienced and trained and have expertise in the specialized
area of computer traffic signal systems and other general areas of traffic engineering and is
required to perform professional engineering and administrative functions.
The duties and work assignments are broad in nature and are received with little or no technical
instruction. This requires the selection of actions to resolve or solve unique or complex
problems with considerable latitude for independent judgment. The development of procedures,
systems, establishment of priorities, and implementation and monitoring of performance
measures, all within the framework of established administrative guidelines, will be required.
The job performance applies the diversified knowledge of the incumbent to traffic engineering
principles and practices in their independent work and their role in supervising/monitoring other
staff.
WHY CAN'T WORK OF EXISTING STAFF BE RE-PRIORITIZED TO PERFORM THESE
DUTIES?
The requested position is specialized and requires experience and expertise that is not a skill
set of existing staff. Existing staff do not have the background, training, experience, and
analysis skills of computerized traffic signal systems. Computer programs that will be used in
this position are not available in the Engineering Department currently and results in a lack of
familiarity and experience with such programs. Existing staff do not have the extensive field
experience necessary to troubleshoot traffic signal timing and/or hardware problems. They are
not familiar with and do not have experience with the 170E controller (computer) and software
located in the field controller cabinet.
Reprioritizing work levels of existing staff will result in traffic signal training being required.
The training period will result in inefficient and ineffective use of staff time to resolve traffic
signal timing issues as a reliance on other staff with higher skill levels will be required.
Customer service delivery of solutions and responses to traffic complaints will be reduced and
plancheck turnaround times will increase. Workloads will be increased on other staff to absorb
the work shifted from the person that is being trained in traffic signal systems or
projects/programs currently being performed would need to be eliminated or contract services
utilized.
FISCAL IMPACT
The Traffic Signal Systems Engineer is comparable to a Senior Civil Engineer for purposes of
determining salary and benefits. At Step E, the total yearly salary and benefits equals
$141,174.56. Additional initial costs for this position include computer and printer, telephone,
office space and supplies, and a vehicle. The vehicle will be for day-to-day use during work
hours by the Traffic Signal Systems Engineer and, when not utilized, would be available for
other staff. The breakdown of costs is as follows:
Salary and benefits
Computer and printer, telephone
Vehicle
Office space, supplies
Mileage and maintenance
Replacement fund
TOTAL
$141,175
6,000
22,000
6,000
$3,850
$2,200
$181,225
A significant portion of the job responsibility for the person in this position will be directed to
traffic signal timing/signal coordination issues. However, this individual will also identify and
process future infrastructure needs associated with traffic signal system operations, resulting in
future Capital Improvement Program projects. Many of the topic areas that the incumbent will
address have briefly been discussed in this white paper.
RECOMMENDATION
This Traffic Signal Systems Engineer position is being presented to the City Council as a
Program Option and is recommended for approval by the City Council. If approved, the position
would be funded in the 2007/2008 operating budget of the Engineering Department.
PROGRAM OPTION
COUNCIL SUPPORT FOR 2-1-1 SERVICE
Overview
2-1-1 service was introduced throughout San Diego County in June 2005 to provide 24 hour a
day, 365 days a year, non-emergency call service to help callers gain access to health, social,
and disaster services. Funding to develop and fund this service came from various sources
including the First 5 Commission of San Diego County, County of San Diego Kaiser
Permanente Foundation, San Diego Gas & Electric, and the United Way of San Diago County.
The service refers over 126,000 County callers per year to a catalogue of over 3,000 health and
human service programs. Ongoing operation costs are currently being covered through a
combination of sources. 80% of the 211 programs estimated $2 million annual cost is paid by
County resources with 20% coming from private sources. The 2-1-1 organisation is now
requesting additional support from local city agencies in an attempt to gather funds to assist in
advertising and expanding community awareness of the 2-1-1 service.
2-1-1 local office request
There are currently two federal bills, HR211 in the House and the S211 in the Senate, that are
being reviewed with the request to increase grants to the National 2-1-1 rsrvice (to be
distributed to individual county offices) of $150 million for both 2008 and 2009, as well as $100
million for 2010 through 2013. The San Diego 2-1-1 office is requesting local cities pass the
attached resolution recommending support for this legislation. The local 2-1-1 office is also
requesting funds from individual cities to augment their advertising efforts. The recommended
rate of support is calculated at $0.20 per person which calculates to $19,721 for the City of
Carlsbad based on last year's census.
Carlsbad usage of 2-1-1 service
During 2006, 775 calls were made from Carlsbad residents to the 211 line. The Carlsbad share
of total county 2-1-1 calls equals 1.1% compared to the 3.3% share of total population that
Carlsbad has of total County population. These figures show that Carlsbad hac a lower than
average usage rate of the 2-1-1 service. Discussion with many departments in the City did not
show there were a significant number of referrals to the 2-1-1 service with the exception of the
Housing and Redevelopment office and Senior Center which both mentioned that they each
make several referrals a week to the program. The 2-1-1 organization mentioned that the
service serves to take the load off of 9-1-1 calls in communities however in review of the call
loads in Carlsbad since June of 2005 (2-1-1 inception) there is no corresponding reduction in
Carlsbad 9-1-1 calls.
Local area funding
There are currently only two County cities providing funding to support the 2-1-1 operation. One
of these cities is Escondido which recently increased their annual support to $6,200. The City
of Escondido uses the 2-1-1 service in a greater proportional percentage than Carlsbad and the
amount given in support is well below the $0.20 per person rate proposed by the 2-1-1 office.
A specific request for assistance from Sara Matta, the Executive Director of 211 asked if cities
such as Carlsbad lend support in two areas;
• Obtain a resolution of support from the City Council for Federal Legislation bills - S211
and HR211 to provide a national funding stream.
• Provide a contribution from the local city based on a $0.20 per person of City population
= $19,721.
Options
1. Approve the attached resolution of support for Federal Legislation S211 and HR211 to
provide a national funding stream to match local funding for 2-1-1, and also provide a
direct contribution to the local 2-1-1 office of $19,721 (based on a $0.20 per person
based on 2006 population figures)
2. Provide a direct contribution to the local 2-1-1 office of $19,721 (based on a $0.20 per
person based on 2006 population figures), and do not pass the attached resolution.
3. Approve the attached resolution of support for Federal Legislation S211 and HR211 to
provide a national funding stream to match local funding for 2-1-1, and do not provide a
direct contribution to the local 2-1-1 office of $19,721 (based on a $0.20 per person
based on 2006 population figures)
4. Neither approve the resolution nor provide funds to the local 2-1-1 office.
Recommendation
3':City staff recommend option three, to approve the attached resolution and not provide a direct
contribution.
DRAFT - Proposed AB and Resolution draft
CITY COUNCIL
AGENDA ANALYSIS
Agenda Item No. Agenda Date:
Subject: Resolution of Support for "Calling for 2-1-1" Act (S 211/HR211)
Staff Contact:
Environmental Review:
This item is not subject to CEQA review.
Discussion:
On June 30, 2005, San Diego 2-1-1 was fully implemented. San Diego 2-1-1 provides referral
services to residents of the San Diego County region for various health and social service
organizations. In the first two years almost 250,000 calls will have been fielded in more than 150
languages. This 24-hour, 7 day a week service is also the region's official public response line in
the event of disaster and provides a quality alternative to 911 for non-life-threatening
emergencies. 2-1-1 is a non-profit 501 (c)3 organization funded primarily (80%) by County
resources (First 5 Commission and various County Departments) with 20% funding from private
sources.
To expand 2-1-1 service nationwide and to partially fund existing 2-1-1 services, federal
legislation has been introduced in the Senate (S 211) and House of Representatives (HR 211).
Nationwide, if passed, the legislation would authorize $150 million in federal funding for the 2-1-
1 service for the first two years and $100 million in federal funding for future years.
San Diego 2-1 -1's annual expenditure to provide the service is approximately $2 million with the
anticipated cost to fully operate the program to be approximately $3 million. This legislation will
help secure the service. As such, San Diego 2-1-1's Executive Director, Sara Matta, has
requested that municipalities in the region support the federal legislation. Staff has prepared a
resolution for consideration that will support both S 211 and HR 211. Currently, Senator Boxer
and Representatives Davis and Filner support the legislation.
Public Information:
No public information element recommended for this item.
Recommendation:
That Council adopts the Resolution supporting federal legislative bills S 211 and HR 211.
Fiscal Impact:
None.
Attachments: Resolution
RESOLUTION NO.
RESOLUTION OF THE CITY COUNCIL
SUPPORTING THE "CALLING FOR 2-1-1" ACT (S 211/HR 211)
WHEREAS, San Diego 2-1-1 was fully launched on July 1, 2005; and
WHEREAS, 2-1-1 provides a free 24-hour referral service in 150 languages as well as
on-line search service to all of the residents of the San Diego County region; and
WHEREAS, 2-1-1 highly trained call specialists link residents with more than 2,000 local
community and government agencies that provide 5,000 health and human service programs;
and
WHEREAS, these 2-1-1 referrals meet a wide range of needs from child care to mental
health services to housing assistance to alcohol and substance abuse to parenting classes to
domestic abuse to health care to disaster assistance, to name a few; and
WHEREAS, since its launch on July 1, 2005, 2-1-1 has fielded more than 200,000 calls
providing a valuable service to those requiring referral services; and
WHEREAS, the 2-1-1 system has the potential to significantly relieve call volumes for
non-essential calls to 9-1-1 and city offices; and
WHEREAS, Federal legislation has introduced the "Calling for 2-1-1" Act (S 211/HR
211) which would authorize $150 million in Federal funding for the first two years and $100
million for the following three years to support 2-1-1 service nationwide.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of
California hereby supports the Federal "Calling for 2-1-1" Act (S 211/HR 211) that will, in part
financially support this important service in the San Diego County region.
Carlsbad Park and Aquatics Center ~ Support Page 1 of 1
Council Internet Mailbox - Carlsbad Park and Aquatics Center - Support
From: "Urbina, Phil" <phil.urbina@twcable.com> . ._^~-
To: <council@ci.carlsbad.ca.us> ^ _^,
Date: 06/26/2007 12:19PM
Subject: Carlsbad Park and Aquatics Center ~ Support
CC: "Ed Mungovan" <EdM@hotdogonastick.com>, "Gene H(Hallner)" <gene@hallner.com>
Honorable Mayor Lewis and Council Members:
I regret I am unable to attend tonight's meeting but I'm writing to voice my support for the Alga Norte Community
Park and Aquatics Center.
I have been a member of the La Costa Youth Organization board of directors the past four years and the past two
years I have been responsible for field procurement to accommodate the league's growing numbers, which now
exceed more than 1,400 boys and girls playing baseball and softball. It is a difficult balancing act forthe City,
LCYO and the other youth and adult groups using fields to accommodate everyone's needs. The proposed
baseball/softball fields are needed to keep up with Carlsbad's growing population. .,..,....,**
As a resident of South Carlsbad I also am looking forward to having access for me and my family without having
to travel all the way to the northern end of town.
Thank you for your consideration. AGENDAITEM* M
Cj Mav«i*Respectfully,
™... ,,,-• City Manager
PhllUrblna
Board Member/Fields Director City Clerk
La Costa Youth Organization
This E-mail and any of its attachments may contain Time Warner
Cable proprietary information, which is privileged, confidential,
or subject to copyright belonging to Time Warner Cable. This E-mail
is intended solely for the use of the individual or entity to which
it is addressed. If you are not the intended recipient of this
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of and attachments to this E-mail is strictly prohibited and may be
unlawful. If you have received this E-mail in error, please notify
the sender immediately and permanently delete the original and any
copy of this E-mail and any printout.
file://C:\Documents and SettingsVMstroVLocal Settings\Temp\XPgrpwise\46810439GW-... 06/26/2007
Page 1 of 1
Council Internet Mailbox - Carlsbad Park
From: "Thomas Baird" <tombaird@roadrunner.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 5:07 PM
Subject: Carlsbad Park
Please, Please, Please, move forward with the Aquatic Center and parks (including all of the fields) - we need
these for our kids more than the golf course (which I am also in favor of.
Thanks,
Tom Baird
760 402 9366
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Page 1 of 1
Council Internet Mailbox - Alga Norte Community Park
From: "Gary Goss" <Goss@bumhamrealestate.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 5:01 PM
Subject: Alga Norte Community Park
Several years ago when the La Costa Greens and Bressi Ranch projects were announced I must say the idea of
more traffic, road construction and crowds was not that appealing. In my mind, the advantage of the new
development was the recreational amenities that were planned to bring us all together as a community.
Now I am hearing the project is being delayed because of cost increases. Using the Park as a community benefit
to sell the project, then delaying the benefit is not right. Look at the demand for the other parks in Carlsbad and
the joy it brings the kids before you throw the cost increase excuse at the public.
I will be extremely disappointed if the city counsel delays or backs out of this project. Let's build a community (not
a city) by offering places residences can play together. Weight the social value against the cost increase and I
am sure it will make the decision easier. Better yet, sit in the parking lot of Stagecoach Park or Aviara Park one
evening and watch the kids play ball and the parents socialize.
Do the right thing for the community.
Regard, Gary Goss
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Page 1 of 1
Council Internet Mailbox - park
From: David Pace <deocpace@sbcglobal.net>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 5:01 PM
Subject: park
A new park with baseball fields is a much needed asset for our community!
Elizabeth Pace
file://C:\Documents and SettingsYMstroVLocal Settings\Temp\XPgrpwise\4681467CGW-... 06/26/2007
Page 1
,^^..W^.^g -jpF,. ^ -jS
From: <BriaRose55@aol.com>
To: <Council@[205.142.109.13]>
Date: 06/26/2007 4:50 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
City Council.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Dear City Council,
I am writing in hopes to help convince you to move forward with construction of the aquatics center in
Carlsbad. I grew up in Carlsbad and attended La Costa Canyon High School, and was always
disappointed that nor our school nor our city had an aquatics center for sports such as swimming, diving,
and water polo, in addition to recreational use.
I have just graduated from UCLA, where I met many swimmers, divers, and water polo players who
enthusiastically confirm that it was the aquatics centers in their areas that encouraged them to begin their
respective sports, which eventually lead to great scholarships, competition opportunities, and worldwide
travel.
Aside from the benefits such sports could lead to, the aquatics center would also offer a positive
alternative to more negative activities that youths, especially Jr. High and High School students, are
particularly susceptible to.
I sincerely hope that you will take these immense benefits into consideration with your decision. Please
also feel free to contact me for any further information.
Sincerely,
Erin Beck
Erin Beck
530 Glenrock Ave. Apt. 10 Los Angeles, CA 90024 United States
BriaRose55@aol.com
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Page 1 of 1
Council Internet Mailbox - Yes, on the Family Park in Carlsbad!!!
From: "marknstephl" <marknstephl@msn.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 4:50 PM
Subject: Yes, on the Family Park in Carlsbad!!!
To Whom it May Concern,
We have heard of a possible "Family Park" being developed in Carlsbad. As residents of
Carlsbad/San Marcos for the past ten years, and having three children under the age often,
we know how much we would LOVE this!!! All three of our children play on LCYO and
AYSO, and as we all know there are never enough fields for them to practice and play on.
Our entire family would also love to have a community pool that we could all spend our
Summer days at playing with friends. We would also love to see our kids swim
completively!!
Please include our vote for FIVE, on a YES for going through with this proposal, and
immediately starting it! Just think... our Kids could be swimming before Summer is over!!!
Thank you,
Mark Leach
Stephanie Leach
Kyle Leach
Kaitlyn Leach
Cole Leach
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(06/26/2007) Council InternetTvialibox-Cr^^ Page 1
•:V.f^K-***HMt^.a*,iii»«p*uj*^^ ^.:.:^'..,.-^,i^^.- >.<;-,<•:: r-^^i-r...-^ r • ...-.;„-- _ _ ___ _ ••.•„••_._-,-, ..a,^.^^j^^*jAZ^£S^K^A&Z.ti.:« „.-.' i . : : 1 —, ..' :.: f.'i '. -1- " •»",»,,•; .i—i ' i i - 'ill, if i"-h'r1-|f.Th"'"iiK'Kr-Mi'f,i,.'il ! ,,...
From: <aswasserman@roadrunner.com>
To: <Council@[205.142.109.13]>
Date: 06/26/2007 4:44 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
City Council.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Without going into a prolonged rant on how money is poorly spent on other works projects, I would like to
clearly say it's hard for me to believe most are as important as providing clean, safe, and well maintained
open park/recreation facilities for our children. At a time when we have kids not being active enough, and
are being turned away from sports programs because they are filled, we can definitely use more open play
space and quality sports fields.
Other than more money for school programs, giving the kids places to be active and not get involved in
the wrong types of actives should be a top priority for dollars spent by the city. So let's spend those dollars
that have already been approved and get the ball rolling. Not doing so will only allow inertia to set in and
push this project out even further, as the city keeps dumping more money into rec projects like the golf
course which will not be used/enjoyed nearly as much by the citizens of Carlsbad, as this park facility will
be.
So please vote to move forward with the current plan and fund the project now.
Sincerely,
Alan Wasserman
Carlsbad Resident
Alan Wasserman
Carlsbad, CA 92009
aswasserman@roadrunner.com
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Page 1 of 1
Council Internet Mailbox - Please don't delay Alga Norte Community Park
From: "Eric Swayze" <eswayze@gmail.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 3:24 PM
Subject: Please don't delay Alga Norte Community Park
To Whom It May Concern:
I am writing to express my support for continuing this project as planned as rapidly as possible. As a
taxpaying citizen of Carlsbad since 1994,1 have been somewhat disappointed that the rapid growth of
the city in terms of tract homes has seemed out of proportion to park space. As a user of that park space,
I find it ever more crowded. My children would enjoy the aquatics complex and especially the baseball
fields. I am very disappointed in the quality and quantity of the city baseball and Softball fields
compared to other (often less affluent) communities. The new Aviara Park field, in addition to
Stagecoach and Pointsettia parks, are nice facilities, however they are very crowded. With the continued
population growth, I believe we need to add more park space urgently. I support use of my tax dollars
to immediately build this exciting looking complex, and would be very dismayed to see the land used
for some other purpose.
Sincerely,
Eric Swayze
7789 Palenque St.
Carlsbad, CA 92009
760-632-8265
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^- Move'Ahead With Construci^^ Watergarhf
From: <john.reiter@adelphia.net>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 3:05 PM
Subject: Move Ahead With Construction of Waterpark
As a concerned citizen of 92011, I'd like to make sure you knew my thoughts regarding the decision to
either move ahead with the building of the pool facility or to delay. Please vote to continue construction as
planned, realizing there are cost over-runs.
Thanks,
John & Lisa Reiter
7248 Mimosa Drive
(06/26/2007) Council internet Mailbox - CITY C)FCARLSiB^J CONTACT
From: <janehelmer@sbcglobal.net>
To: <Council@[205.142.109.13]>
Date: 06/26/2007 2:56 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
City Council.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Don't delay - the kids need to play! Please support the immediate go ahead of the new park and aquatics
center. Even though I am an Encinitas resident, my 13 year old son, is on the Carlsbad Water Polo team.
They really need another pool facility to practise and to host meets. We would also love to see a girls
team, but there just isn't enough pool space for it. In two more years, my son will be at LCC and those kids
need a pool too. Please, I urge you to show support now. The kids want it and really need it.
Thank you. Jane Helmer
Jane Helmer
708 Fieldstone Lane Encinitas, CA 92024
janehelmer@sbcglobal .net
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Page 1 of 1
Council Internet Mailbox - Support for the aquatic center
From: Christian Kampfl <christian65@sbcglobal.net>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 2:49 PM
Subject: Support for the aquatic center
My family and I would like to write you to urge your support of the "aquatic center." As I unerstand it
this cneter will provide important and needed fields for our children to develop their sports talents and in
turn life skills. As we grow it will be ever important to keep up so that our children can enjoy places to
play and leam. It's one of the main reasons we chose to live in Carlsbad. I also understand that this
is part of the Capital Improvement Program.
If you have any questions or need any other support you can feel free to call me at 760 479-2403. I will
not be able to go to the meeting this evening.
Sincerely,
Christian Kampfl - 7884 Vista Higuera, Carlsbad.
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Page 1 of 1
Council Internet Mailbox - Alga Norte Community Park
From: Dawn Sugii <dawn_sugii@yahoo.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 2:49 PM
Subject: Alga Norte Community Park
I am in favor of the planned Alga Norte Community Park. I have been a taxpayer
in the City of Carlsbad for the past 7 years. The parks in Carlsbad were a big reason we
moved from Sorrento Valley in the first place.
Dawn Sugii
3104HatacaRd.
Carlsbad, CA 92009
(760)944-9719
Take the Internet to Go: Yahoo!Go puts the Internet in your pocket: mail, news, photos & more.
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Message Page 1 of 1
Council Internet Mailbox - Alga Norte Community Park.
From: "Larry Cohen" <lcohen@genvault.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 2:06 PM
Subject: Alga Norte Community Park.
CC: <steve@gldnrealestate.com>
Dear Mayor and City Council Members
I am writing today as a resident of Carlsbad to ask for your support of Alga Norte Community Park which you will
vote on tonight. One of the fundamental responsibilities of every City Council is to ensure the adequate
community infrastructure is in place. The council has approved many residential projects over the last five years
and this growth is contributing to increased use of our parks. It is well documented that children who play
organized sports are less likely to get into trouble that does not benefit the community. Please uphold your
sacred trust and approved Alga Norte Community Park as proposed. To scale back or modify this park in anyway
would clearly leave the needs of your community on the short end of the stick.
Thanks in advance for your consideration.!
Sincerely,
Larry Cohen
1649 Amante Court
Carlsbad, CA 92011
Cell-619-804-6200
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Page 1 of 1
Council Internet Mailbox - tonight's meeting
From: <BRADFORDPHOTO@aol.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 1:57 PM
Subject: tonight's meeting
Dear Carlsbad City Council Members,
I was recently given a tour of your offices and did a mock meeting with my son's 3rd grade class
from La Costa Meadows School. It was a great experience for all the students. I hope you will consider
those same students tonight. As much as children need schools we also need parks. We leave in a sad
time that we are afraid to let our children play on our streets. Please move ahead with this much awaited park
for our neighborhoods. Our children need a safe place to play, run and swim. How would all the children
feel if we as a city could spend millions on a golf course but we couldn't afford a safe and fun environment
for them to play?????
Thanks for your consideration.
Mary Lindgren
Carlsbad Resident
See what's free at AOL.com.
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Page 1 of 1
Council Internet Mailbox - Please support the water park
From: <rking@comerica.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 1:54 PM
Subject: Please support the water park
Dear Council:
Please support the water park and let it get started in 9/07. There are so many families that are depending on
you. Let's make Carlsbad a great place to grow up-
Thank you for your consideration....
Robyn K. King
VP/Business Development
Comerica Bank
1000 Aviara Parkway Suite 104A-SBA
Carlsbad, Ca. 92011
760-268-1621 Office
760-268-1630 Fax
RKing@Comerica.com
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Page 1 of 1
Council Internet Mailbox - FW: New Carlsabad Park and Aquatics Center
From: "Fisher, Steven R." <STEVEN.R.FISHER@saic.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 1:51 PM
Subject: FW: New Carlsabad Park and Aquatics Center
Council members:
Don't delay; the kids want to play! Please take this to heart when the vote comes up. Vote to
move forward now with the plan project.
SR Fisher Family
2942 Avenida Castana
Carlsbad, CA 92009
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Page 1 of 1
Council Internet Mailbox - Alga Norte Community Park
From: "Jim O'Hara" <jimo@techbilt.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 1:41 PM
Subject: Alga Norte Community Park
Dear Council,
As an 18 year resident of Carlsbad and father of 4 there is nothing more important then providing our
kids a place where they can participate in both indoor and outdoor recreational activities. In a world
where video games and drugs have invaded the youth of our country, what is needed is more
recreational space so that "kids can be kids".
My family & I implore you to keep the Alga Norte Community Park on track to provide the youth of our
city with the facilities so greatly needed. Your delay of this project can only lead to the cost overruns
that our city has experienced with the golf course.
Call if you have any questions.
Thanks.
Jim O'Hara
Chief Financial Officer
Techbilt Companies
P.O. Box 80036
San Diego, CA 92138
(619)-223-1G63 x22
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Message Page 1 of 1
Council Internet Mailbox - DON'T DELAY THE Carlsbad Park and Aquatics Center
From: "Paula Isley" <isleyfamily@adelphia.net>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 1:41 PM
Subject: DON'T DELAY THE Carlsbad Park and Aquatics Center
PLEASE GET THE Carlsbad Park and Aquatics Center BUILT AS SOON AS YOU
CAN
La Costa has built so many new homes and there are MANY, MANY children in this
area that need a park, ball fields, skate park, and a fabuoulous public pool!!!
Del Mar has the Carmel Valley Community Pool with waterslides and a children's tot
area with climbing toys in water. We want the plans to go through as they were
originally designed.
OUR CLOSEST PUBLIC POOL WITH SLIDES IS THE WAVE
ALSO«««<we need a place for kids to skateboard!! We want to keep them off
and out of public parking lots and this is a wonderful place for them to be able to
skate with their friends that is safe.
The ball parks are very important to our community as well. We are at a shortage,
and more and more kids are involved in the sport and need the extra ball fields.
The original plans that were passed is what our community has been counting on.
We are asking you to forge ahead with the park without delays or cutbacks. Please
for the kids in our community vote to get the entire Carlsbad Park and Aquatics
Center built earlier than later, with Stellar Quality....because the kids of this
community deserve it!!
Thank YOU,
The Isley Family
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Page 1 of 1
Council Internet Mailbox - new aquatic center...
From: Kelly Rocke <kcali5@yahoo.com>
To: <council@ci. carlsbad. ca.us>
Date: 06/26/2007 1:30 PM
Subject: new aquatic center...
Hello there -1 am a citizen in the Aviara area and heard about your plans for the new aquatic center.
Although I'm not able to attend your budget meeting this evening -1 am in total favor of the proposed
idea!
We have three children who love to play and swim. Coming across a pool has been difficult in our area
since our community does not have one close by. We would participate very actively in community
aquatic center. It's a terrific idea...don't wait to build this one like the municipal golf course. The more
activities provided for our community, the more enriched we will be.
I vote YES for the Aquatic Center.
Kelly Rocke
6943 Wildrose Terrace
Carlsbad 92011
Luggage? GPS? Comic books?
Check out fitting gifts for grads at Yahoo! Search.
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Page 1 of 1
Council Internet Mailbox - Alga Norte Community Park
From: "Janey L. Mason" <janey@littlebaby.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 1:30 PM
Subject: Alga Norte Community Park
Please move forward with the Alga Norte Community Park immediately!
Thank you,
Janey Mason
2825 Avenida Valera
Carlsbad, CA 92009
760.929.9585
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Page 1 of 1
r „ Council Internet Mailbox - tonights meeting
"David McGee" <daveloan@roadrunner.com>
<council@ci. carlsbad. ca.us>
06/26/2007 1 :20 PM
tonights meeting
"Dean White" <dwhite@mostre.com>
Attachments: David McGee. vcf
I have lived in the North county since 1975 and have been a resident of Carlsbad for
15 years.
r I pay my taxes on time and my wife contributes countless hours to helping as a
' " volunteer in our cities schools.
You need to make the completion of our parks and especially the baseball
i £"T facilities a priority tonight.
^ It is plain and simple. The benifits and rewards of this cities growth must be placed on
our children.
Any other direction is foolish and misguided.
K?' --*• j»*
/ ^ Do the right thing and let's move on.
We will continue to do our part no matter what.
TJ8P"r m
' But don't take that for granted.
if v
Sincerely,
David and Jackie McGee
David McGee // Aviara Financial
760-476-0555
760-476-0554 fax
r www.aviarafinancial.com
»*
file://C:\Documents and Settings\Mstro\Local Settings\Ternp\XPgrpwise\4681129DGW-... 06/26/2007
I CoundntmU/isftlbox- BALL FIELD AND COMMUNITY POOL
From: Gretchen <greedyg@cox.net>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 1:31 PM
Subject: BALL FIELD AND COMMUNITY POOL
Dear City Council,
Please PLEASE PLEASE reconsider your postion on altering the plans for the community park/baseball
fields/pool- located at Poinsettia. One of the reasons we moved up here to Carlsbad was because of the
fantastatic parks AND PROPOSED park. Our kids both LOVE baseball and we would hate to see the
baseball programs suffer due to high enrollment and lack of facilities. We should have a say/vote in how
our tax money is being spent - and our vote is FOR the park as it stands now.
On behalf of our youngsters - a kindergartner and a 2nd grader - please please keep the proposed
park/pool/ball fields on track .
Thank you for considering this email. We love Carlsbad because its so family oriented and truly hope you
plan to focus on that aspect.
Regards,
Tim and Gretchen Tomlinson
Page 1 of 1
Council Internet Mailbox - Alga Norte Community Park
From: MaryAnn White <marewhite@sbcglobal.net>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 1:04 PM
Subject: Alga Norte Community Park
Council Members,
As a home owner and tax payer of Carjsbad (2372 Terraza Ribera), as a mother of an 11 year
old boy who loves to swim and play baseball, and as a concerned citizen of our community
and our youth, I urge you to vote to proceed immediately with the planned Alga Norte
Community Park at tonight's council meeting.
The planned park with play areas, ball fields, and community and competitive swimming pools
will provide the ever increasing Carlsbad population with the much needed leisure,
recreational, and sports facilities that our community deserves. Continued delay in moving
forward on this project will only bring greater stress to our limited existing recreational parks
and also further reduce the chances of our youth being able to participate in an active and
healthy lifestyle.
Please vote to proceed immediately with the planned Alga Norte Community Park.
Regards,
MaryAnn White
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Page 1 of 1
Council Internet Mailbox - Alga Norte Park
From: "laurel moran" <lrlmoran@roadrunner.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 12:57 PM
Subject: Alga Norte Park
I have been a resident of South Carlsbad (2614 Colibri Lane) for over 12 years. Over that time I have seen this
part of Carlsbad take much of the development pressure of the city. When we were promised a park in this area I
took my two small children (now 10 and 6) to a planning meeting. This was probably 4 years ago. We have been
waiting for this park and I was dismayed to learn that the city plans to scale back or dramatically delay the Alga
Norte facility.
I would hate to see Carlsbad scale back public facilities that would greatly benefit our youth. Our children are
using San Marcos pool facilities and we pay a private facility (Olympic) for pool use. We are forced to use public
school baseball fields for soccer and baseball and softball. These fields are crowded and poorly kept up. This
area has long needed this facility and a delay is simply not acceptable.
Please keep the Alga Norte facility on track.
Very truly yours,
Laurel Moran
fi]e://C:\Documents and Settings\Mstro\Local Settings\Temp\XPgrpwise\46810D53GW-... 06/26/2007
; (06/^gW7]jCouncH Internet Mailbox - CITY OF CARLSBAD ('CONTAgTUB"'
From: <kaspillane@roadrunner.com>
To: <Council@[205.142.109.13]>
Date: 06/26/2007 12:54 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
City Council.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Our family and friends are strongly supportive of moving forward with the proposed Carlsbad Park &
Aquatics Center at Alga Norte Community Park. We realize that an additional $6 million price tag is not
inconsequential, but feel that the strong need for such a facility far outweighs the cost. This is a facility
that will serve all members of the community (not just the golf playing members who benefit from the
Carlsbad golf course). As the city of Carlsbad grows, we expect the services to keep pace with
population. Do not delay! Get it built!
Kathleen Spillane
3138 Verde Ave. Carlsbad, CA 92009
kaspillane@roadrunner.com
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76.176.98.64
(06/26/2007) Council Internet Mailbox- Alga Sports Park ~.~.'l'''\''"™^^
From: "Susan Weston" <swdw55@hotmail.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 12:47 PM
Subject: Alga Sports Park
City Council,
Please proceed as planned with the Alga sports park. I am the mother of 3
children involved in sports and we are always in need of sports parks to
play our games. I love living in Carlsbad but one thing our city is missing
is NEW parks. Please Consider our concerns.
Thank You!
Carlsbad Resident
Make every IM count. Download Messenger and join the i'm Initiative now.
It's free. http://im.live.com/messenger/im/home/?source=TAGHM_June07
(06/26/2007) Council Internet Mailbox - CITY OF CARLSBAD | CONTACT US Page 1
From: <cpwarren@roadrunner.com>
To: <Council@[205.142.109.13]>
Date: 06/26/2007 11:21 AM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
City Council.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Please vote in favor to start as soon as possible (no revisons) for the park/aquatic center that is to be built
on/near Poinsettia/Alcante. Our kids really need this as soon as possible. We have already outgrown the
new Aviara Community park and the addition of a pool would be wonderful. Our kids need a safe place to
play!
Thank you.
Sincerely,
The Warren Family
Deborah & Christopher Warren
1493 Turquoise Drive Carlsbad, 92011
cpwarren@roadrunner.com
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(06/26/2007) Council Internet Mailbox - Alga Norte Community Park Page 1
From: "JayJ. Brown" <jbrown@fvklaw.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 11:21 AM
Subject: Alga Norte Community Park
Council Members,
I have lived in Carlsbad (2614 Colibri Lane) since 1993 and
witnessed the explosive growth in our community. Several years ago my
wife and I attended an open house hosted by the City in regard to the
proposed Alga Norte Community Park. We were enthusiastic about the
plans for another Stagecoach or Calavera type facility. We were
especially excited about the plans for a community pool. Many of the
residents in La Costa and the southern section of the City would
untilize the pool.
As a father of two kids who are active in sports, I can attest to
the lack of quality playing fields available for the kids. A few extra
ball fields would make a huge difference in scheduling and probably
prevent a few injuries directly related to the poorly maintained school
fields we now utilize. Further, the park would be located near the low
income housing, which does not appear to have any of its own
recreational facilities. Kids in this development would greatly benefit
from having a local pool, gym and ball fields.
I hope the Council will stick to their plan (as they have done
elsewhere with the general plan) and build the Alga Norte Community Park
as originally planned.
JayJ. Brown
(06/26/2007) Council Internet Mailbox - Carlsbad Park Page 1
From: "Norton, Greg" <greg.norton@viasat.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 11:23 AM
Subject: Carlsbad Park
Council Member,
My name is Greg Norton and I am the Baseball Director for the La Costa
Youth Organization. Below is the speech I hope to read at the Council
Meeting tonight. It is very important that you continue developing the
Carlsbad Park and Aquatic Center. The addition of parks in Carlsbad has
not kept up with the population explosion of Carlsbad in the past 10
years. The need for more parks is currently impacting all the youth
organizations in Carlsbad. Please read the text below and I hope to see
you tonight.
Greg Norton
LCYO Baseball Director
7985 La Brusca Way
Carlsbad, Ca. 92009
P.S. I am missing a baseball practice to attend tonight's meeting
Regarding Carlsbad Park and Aquatic Center
My name is Greg Norton; I am the Baseball Director for the La Costa
Youth Organization. We are 1 of 3 Non-Profit Recreational Youth
Baseball and Softball leagues in Carlsbad. Our league alone has over
1,600 players representing over 100 baseball and softball teams.
I have been in this league and on the board of LCYO for over 10 years
and during this time I have seen our registration double. During this
same time the City has improved some of the fields in South Carlsbad but
only added one new baseball field (Aviara Park).
The impact to our league is that we barely have enough field time to
play our regular season games. Once our season starts we can't practice
(06/26/2007) Council Internet Mailbox - Carlsbad Park Page 2
because the fields are all taken for games. To fit in our schedule we
have had to play double headers on weeknights which have forced children
under 12 years old to start the second game at 7:00 pm and play past
9:00 pm.
For the past 10 years and more, LCYO has paid with their registration
fees to build several new fields in Carlsbad (Aviara Middle School, La
Costa Heights, OPE (twice), two fields at ECC and more) but we have run
out of options.
We need the City to step up and build the Carlsbad Park and Aquatic
Center and we need them to do it as soon as possible, without schedule
delays.
Greg Norton
LCYO Baseball Director
(06/26/2007) Council Internet Mailbox - Our kids; de^nH on your vote! Page 1
From: "Steve Golden" <steve@hotchasalsa.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 11:06 AM
Subject: Our kids depend on your vote!
Carlsbad Council Members,
As a home owner and tax payer of Carlsbad (7026 Via Ostiones and 6811 Vianda
Court), as a self-employed owner of two Carlsbad based businesses, as a
father, as a volunteer Coach for LCYO (Youth Baseball), and as a concerned
citizen of our community and our youth, I urge you to vote to proceed
immediately with the planned Alga Norte Community Park at tonight's council
meeting.
The planned park with play areas, ball fields, and community and competitive
swimming pools will provide the ever increasing Carlsbad population with the
much needed leisure, recreational, and sports facilities that our community
deserves. Continued delay in moving forward on this project will only bring
greater stress to our limited existing recreational parks and also further
reduce the chances of our youth being able to participate in an active and
healthy lifestyle.
Please vote to proceed immediately with the planned Alga Norte Community
Park.
Thank you,
Steve Golden
Dear Mayor Lewis,
I am 12 and a half. My family moved to Carlsbad when I
was 4. Because I have seizures and can't play most sports,
I swim year-round at Monroe Pool.
A lot of people have moved to the new houses in
Carlsbad. Most of them have kids too. A lot of places are
more crowded, like Monroe Pool.
But some kids can't swim anywhere. They don't even
know how to swim. Monroe Pool is too small to give lessons
to all those kids unless they gave lessons all night long or
something crazy! Some of their parents can't swim either.
Kids ask me to teach them but I am only 12 ! The little
kids are sad because they can't swim and they can't get in
swim classes because they're full. Their moms get mad
sometimes too when the classes are full.
I don't know what to do so my mom told me to write to
you for help.
At Monroe Pool they have a big map and pictures of the
new park and the pools. I hope you will vote to build all
the pools. The instruction pool is good for swim lessons
like I said. The big pool is good for racing and exercise
for kids like me. The fun area is for people to go with
their friends or their family and have a good time. I think
the place for people like my grandma is a good idea too
because she had a heart attack and can't do much.
As soon as I am old enough I will come and help with
swim lessons. I don't want these kids to drown. I want
them to have fun.
Yours truly,
Zane Rodgers
11 JUN 2 6 2007
^T/OFCARLSBAD
AGENDA ITEM #
c: Mayor
City Council
City Manager
CityAttorney
Ci<y Clerk
ZaneRodqers@aol.com (760)804-1592 Fax(760)804-1759
3234 Rancho Milagro Carlsbad, CA 92009
Message Page 1 of2
Council Internet Mailbox - Proceed now with planned Alga Norte Park
From:
To:
Date:
Subject:
CC:
"Doug Weston" <doug@osirisshoes.com>
"Carlsbad City Council" <council@ci.carlsbad.ca.us>
06/26/2007 10:48 AM
Proceed now with planned Alga Norte Park
"Dean White" <dwhite@mostre.com>
AG£MDAlT£Ali .„,.„»., mnmm
a Mayor
City Conned
' City Manager
. ' City Attorney
City Clerk
Dear Carlsbad Council Members,
I appreciate the time and work you've devoted to our community, and the difficult decisions you face. However, as
a home owner and tax payer in the community (3513 Corte Ramon), I urge you to proceed immediately with the
Alga Norte Park as planned.
The planned park with play areas, ball fields, and community and competitive swimming pools will provide the
ever increasing Carlsbad population with the much needed leisure, recreational, and sports facilities that our
community deserves. Continued delay in moving forward on this project will only bring greater stress to our
limited existing recreational parks and also further reduce the chances of our youth being able to participate in an
active and healthy lifestyle.
Please vote to proceed immediately with the planned Alga Norte Community Park.
BECSLEDWLE
JUN 2 6 2007
CITY OF CARLSBADCITY CLERK'S OFFICE
n\
yj
Best Regards,
Doug Weston
National Accounts Director
Osiris Shoes
P: 858 874 4970x103
F: 888 433 9995
www.osirisshoes.com
—Original Message—
From: Dean White [mailto:dwhite@mostre.com]
Sent: Tuesday, June 26, 2007 10:07 AM
To: Carlsbad City Council
Cc: Doug Weston; Grant E.Oepkes; Kevin Kurz; Carlo Saggese; Alan Sakal; Steve Golden; Doug
Weinmann; Don Garcia; Scott Kube; Gary August; Dean Sugano; Paul Simmonds; Greg Norton; Greg
Norton; Mark Brown; Kevin Kurz (work); Jay Brown (work); Jay Brown; Tom Cesear; Sandy McAdoo; Dick
Marrs; robert weaver; Chris Kerins; Doug Weston; Maryann White; Doug and Susie Weston; Susan Leach;
Tim Leach; Bennett Mann; Jackie and David McGee; David McGee; Steve Egge; Mark and Patty Goethals;
Kyle Egge (home); William Mallender; William@nethere.net; Mallender@nethere.net
Subject: Proceed now with planned Alga Norte Park
Carlsbad Council Members,
As a home owner and tax payer of Carlsbad (2372 Terraza Ribera), as an employee of a Carlsbad based
business, as a father, as a volunteer Board of Director for LCYO (Youth Baseball), and as a concerned
citizen of our community and our youth, I urge you to vote to proceed immediately with the planned Alga
Norte Community Park at tonight's council meeting.
The planned park with play areas, ball fields, and community and competitive swimming pools will provide
the ever increasing Carlsbad population with the much needed leisure, recreational, and sports
facilities that our community deserves. Continued delay in moving forward on this project will only bring
file://CDocuments and Settings\Mstro\Local Settings\Temp\XPGrpWise\4680EEE6GW... 06/26/2007
Message Page 2 of 2
greater stress to our limited existing recreational parks and also further reduce the chances of our youth
being able to participate in an active and healthy lifestyle.
Please vote to proceed immediately with the planned Alga Norte Community Park.
Regards,
Dean
Dean White | Sales Manager
Mostre Design, Inc. | 5940 Darwin Ct. | Carlsbad, CA 92008
tel. 760-918-9970 ext. 16 | fax. 760-918-9971 | toll. 888-594-4248
dwhite@mostre.com | www.mostre.com
'The Accent is on results"
Dean White | Sales Manager
Mostre Design, Inc. | 5940 Darwin Ct. | Carlsbad, CA 92008
tel. 760-918-9970 ext. 16 | fax. 760-918-9971 | toll. 888-594-4248
dwhite@mostre.com | www.mostre.com
'The Accent is on results"
This Email has been scanned for all viruses by PAETEC Email Scanning Services, utilizing
MessageLabs proprietary SkyScan infrastructure. For more information on a proactive anti-virus
service working around the clock, around the globe, visit http://www.paetec.com.
file://C:\Documents and Settings\Mstro\Local Settings\Temp\XPGrpWise\4680EEE6GW... 06/26/2007
Page 1 of 1
Council Internet Mailbox - Proceed now with planned Alga Norte Park
From: "Alan Sakal" <asakal@pacbell.net>
To: "Carlsbad City Council" <council@ci.carlsbad.ca.us>
Date: 06/26/2007 10:32 AM
Subject: Proceed now with planned Alga Norte Park
Carlsbad Council Members,
As a home owner and tax payer (over 20 years) of Carlsbad (2027 Alga Rd.) as a father, as a volunteer Manager
for LCYO (Youth Baseball), and as a concerned citizen of our community and our youth, I urge you to vote to
proceed immediately with the planned Alga Norte Community Park at tonight's council meeting.
The planned park with play areas, ball fields, and community and competitive swimming pools will provide the
ever increasing Carlsbad population with the much needed leisure, recreational, and sports facilities that our
community deserves. Continued delay in moving forward on this project will only bring greater stress to our
limited existing recreational parks and also further reduce the chances of our youth being able to participate in an
active and healthy lifestyle.
Please vote to proceed immediately with the planned Alga Norte Community Park.
Regards,
Alan Sakal
760-438-9696
file://C:\Documents and Settings\Mstro\Local Settings\Temp\XPGrpWise\4680EB53GW... 06/26/2007
Page 1 of2
Council Internet Mailbox - Proceed now with planned Alga Norte Park
From: "John Walsh" <jwalsh@standard.com>
To: "Carlsbad City Council" <council@ci.carlsbad.ca.us>
Date: 06/26/2007 10:21 AM
Subject: Proceed now with planned Alga Norte Park
Dear Carlsbad City Council Members:
I am also a resident of Carlsbad and whole heartedly agree with Mr. White's opinion. The quality of life in
Carlsbad is what makes our city so special. If we do not continue to invest in the things that matter most to our
citizens, our quality of life will diminish and Carlsbad will not remain a great place to live.
Please vote to proceed immediately with the planned Alga Norte Community Park!
Respectfully,
John H.Walsh
7873 Paseo Almendro
Carlsbad, CA 92009
760.942.0952
From: Dean White [mailto:dwhite@mostre.com]
Sent: Tuesday, June 26, 2007 10:07 AM
To: Carlsbad City Council
Cc: Doug Weston; Grant E.Oepkes; Kevin Kurz; Carlo Saggese; Alan Sakal; Steve Golden; Doug Weinmann; Don
Garcia; Scott Kube; Gary August; Dean Sugano; Paul Simmonds; Greg Norton; Greg Norton; Mark Brown; Kevin
Kurz (work); Jay Brown (work); Jay Brown; Tom Cesear; Sandy McAdoo; Dick Marrs; robert weaver; Chris
Kerins; Doug Weston; Maryann White; Doug and Susie Weston; Susan Leach; Tim Leach; Bennett Mann; Jackie
and David McGee; David McGee; Steve Egge; Mark and Patty Goethals; Kyle Egge (home); William Mallender;
William@nethere.net; Mallender@nethere.net
Subject: Proceed now with planned Alga Norte Park
Carlsbad Council Members,
As a home owner and tax payer of Carlsbad (2372 Terraza Ribera), as an employee of a Carlsbad based
business, as a father, as a volunteer Board of Director for LCYO (Youth Baseball), and as a concerned citizen of
our community and our youth, I urge you to vote to proceed immediately with the planned Alga Norte
Community Park at tonight's council meeting.
The planned park with play areas, ball fields, and community and competitive swimming pools will provide the
ever increasing Carlsbad population with the much needed leisure, recreational, and sports facilities that our
community deserves. Continued delay in moving forward on this project will only bring greater stress to our
limited existing recreational parks and also further reduce the chances of our youth being able to participate in
an active and healthy lifestyle.
Please vote to proceed immediately with the planned Alga Norte Community Park.
Regards,
Dean
file://C:\Documents and Settings\Mstro\Local Settings\Temp\XPGrpWise\4680E89AGW... 06/26/2007
Page 2 of2
Dean White | Sales Manager
Mostre Design, Inc. | 594Q Darwin Q. | Carlsbad, CA 92008
tel. 760-918-9970 ext. 16 | fax. 760-918-9971 | toll. 888-594-4248
dwhite@mostre.com | www.mostre.com
'The Accent is on results"
Dean White | Sales Manager
Mostre Design, Inc. | 5940 Darwin Q. | Carlsbad, CA 92008
tel. 760-918-9970 ext. 16 | fax. 760-918-9971 | toll. 888-594-4248
dwhite@mostre.com | www.mostre.com
'The Accent is on results"
file://C:\Documents and Settings\Mstro\Local Settings\Temp\XPGrpWise\4680E89AGW... 06/26/2007
Page 1 of2
Council Internet Mailbox - Re: Proceed now with planned Alga Norte Park
From: "robert weaver" <rfw.lOover@gmail.com>
To: "Dean White" <dwhite@mostre.com>
Date: 06/26/2007 10:20 AM
Subject: Re: Proceed now with planned Alga Norte Park
CC: "Carlsbad City Council" <council@ci.carlsbad.ca.us>, "Doug Weston"
<doug@osirisshoes.com>, "Grant E. Oepkes" <grantski@aol.com>, "Kevin Kurz"
<r2extremekids@sbcglobal.net>, "Carlo Saggese" <csaggese@overlandstorage.com>, "Alan
Sakal" <asakal@pacbell.net>, "Steve Golden" <steve@golden-exclusives.com>, "Doug
Weinmann" <gm@machlbaseball.com>, "Don Garcia" <dgarcia0812@yahoo.com>, "Scott
Kube" <skube@barrattamerican.com>, "Gary August" <gary_august@roadrunner.com>,
"Dean Sugano" <sugano@cox.net>, "Paul Simmonds" <simmonds4@adelphia.net>, "Greg
Norton" <greg.norton@viasat.com>, "Greg Norton" <greg.norton@sbcglobal.net>, "Mark
Brown" <mjb406@adelphia.net>, "work Kevin Kurz" <kkurz@westernsummit.com>, "work
Jay Brown" <jbrown@fVklaw.com>, "Jay Brown" <lrlmoran@adelphia.net>, "Tom Cesear"
<tom.cesear@xilinx.com>, "Sandy McAdoo" <emac5@adelphia.net>, "Dick Marrs"
<dick@marrsmaddocks.com>, "Chris Kerins" <chrisk@artrehab.com>, "Maryann White"
<marewhite@sbcglobal.net>, "Doug and Susie Weston" <swdw55@hotmail.com>, "Susan
Leach" <svdelaha@yahoo.com>, "Tim Leach" <timcleach@yahoo.com>, "Bennett Mann"
<bennett.b.mann@bankofamerica.com>, "Jackie and David McGee"
<mcgeeboss@netzero.com>, "David McGee" <daveloan@roadrunner.com>, "Steve Egge"
<segge@claritas.com>, "Mark and Patty Goethals" <pattygoethals@roadrunner.com>, "home
Kyle Egge" <momwork@adelphia.net>, "William Mallender" <ssmucla@hotmail.com>,
<William@nethere.net>, <Mallender@nethere.net>
Mony-
Let me know when Gold north plays again
-rw
On 6/26/07, Dean White <dwhite@mostre.com> wrote:
Carlsbad Council Members,
As a home owner and tax payer of Carlsbad (2372 Terraza Ribera), as an employee of a Carlsbad based
business, as a father, as a volunteer Board of Director for LCYO (Youth Baseball), and as a concerned citizen of
our community and our youth, I urge you to vote to proceed immediately with the planned Alga Norte
Community Park at tonight's council meeting.
The planned park with play areas, ball fields, and community and competitive swimming pools will provide the
ever increasing Carlsbad population with the much needed leisure, recreational, and sports facilities that our
community deserves. Continued delay in moving forward on this project will only bring greater stress to our
limited existing recreational parks and also further reduce the chances of our youth being able to participate in
an active and healthy lifestyle.
Please vote to proceed immediately with the planned Alga Norte Community Park.
Regards,
Dean
file://C:\Documents and Sertings\Mstro\Local Settings\Temp\XPGrpWise\4680E872GW-... 06/26/2007
Page 2 of2
Dean White | Sales Manager
Mostre Design, Inc. | 5940 Darwin Ct. | Carlsbad, CA 92008
tel. 760-918-9970 ext. 16 | fax. 760-918-9971 | toll. 888-594-4248
dwhite@mostre.com | www.mostre.com
'The Accent is on results"
Dean White | Sales Manager
Mostre Design, Inc. | 5940 Darwin Ct. | Carlsbad, CA 92008
tel. 760-918-9970 ext. 16 | fax. 760-918-9971 | toll. 888-594-4248
dwhite@mostre.com | www.mostre.com
'The Accent is on results"
Thank You,
Robb Weaver
Direct-760.214.1111
Fax-760.431.8816
file://C:\Documents and Settings\Mstro\Local Settings\Temp\XPGrpWise\4680E872GW-... 06/26/2007
Page 1 of2
Council Internet Mailbox - Proceed now with planned Alga Norte Park
From: Dean White <dwhite@mostre.com>
To: Carlsbad City Council <council@ci.carlsbad.ca.us>
Date: 06/26/2007 10:14 AM
Subject: Proceed now with planned Alga Norte Park
CC: Doug Weston <doug@osirisshoes.com>, Grant E.Oepkes <grantski@aol.com>, Kevin Kurz
<r2extremekids@sbcglobal.net>, Carlo Saggese <csaggese@overlandstorage.com>, Alan
Sakal <asakal@pacbell.net>, Steve Golden <steve@golden-exclusives.com>, Doug
Weinmann <gm@machlbaseball.com>, Don Garcia <dgarcia0812@yahoo.com>, Scott
Kube <skube@barrattamerican.com>, Gary August <gary_august@roadnmner.com>, Dean
Sugano <sugano@cox.net>, Paul Simmonds <simmonds4@adelphia.net>, Greg Norton
<greg.norton@viasat.com>, Greg Norton <greg.norton@sbcglobal.net>, Mark Brown
<mjb406@adelphia.net>, Kevin Kurz (work) <kkurz@westernsummit.com>, Jay Brown
(work) <jbrown@fVklaw.com>, Jay Brown <lrlmoran@adelphia.net>, Tom Cesear
<tom.cesear@xilinx.com>, Sandy McAdoo <emac5@adelphia.net>, Dick Marrs
<dick@marrsmaddocks.com>, robert weaver <rrw.lOover@gmail.com>, Chris Kerins
<chrisk@artrehab.com>, Doug Weston <doug@osirisshoes.com>, Maryann White
<marewhite@sbcglobal.net>, Doug and Susie Weston <swdw55@hotmail.com>, Susan
Leach <svdelaha@yahoo.com>, Tim Leach <timcleach@yahoo.com>, Bennett Mann
<bennett.b.mann@bankofamerica.com>, Jackie and David McGee
<mcgeeboss@netzero.com>, David McGee <daveloan@roadrunner.com>, Steve Egge
<segge@claritas.com>, Mark and Patty Goethals <pattygoethals@roadrunner.com>, Kyle
Egge (home) <momwork@adelphia.net>, William Mallender <ssmucla@hotmail.com>,
<William@nethere.net>, <Mallender@nethere.net>
Carlsbad Council Members,
As a home owner and tax payer of Carlsbad (2372 Terraza Ribera), as an employee of a Carlsbad based
business, as a father, as a volunteer Board of Director for LCYO (Youth Baseball), and as a concerned citizen of
our community and our youth, I urge you to vote to proceed immediately with the planned Alga Norte
Community Park at tonight's council meeting.
The planned park with play areas, ball fields, and community and competitive swimming pools will provide the
ever increasing Carlsbad population with the much needed leisure, recreational, and sports facilities that our
community deserves. Continued delay in moving forward on this project will only bring greater stress to our
limited existing recreational parks and also further reduce the chances of our youth being able to participate in
an active and healthy lifestyle.
Please vote to proceed immediately with the planned Alga Norte Community Park.
Regards,
Dean
Dean White | Sales Manager
Mostre Design, Inc. | 5940 Darwin Ct. | Carlsbad, CA 92008
tel. 760-918-9970 ext. 16 | fax. 760-918-9971 | toll. 888-594-4248
dwhite@mostre.com | www.mostre.g3m
'The Accent is on results"
file://C:\Documents and Settings\Mstro\Local Settings\Temp\XPGrpWise\4680E6FAGW... 06/26/2007
Page 2 of2
Dean White | Sales Manager
Mostre Design, Inc. | 5940 Darwin Ct. | Carlsbad, CA 92008
tel. 760-918-9970 ext. 16 | fax. 760-918-9971 | toll. 888-594-4248
dwhite@mostre.com | www.mostre.com
'The Accent is on results"
file://C:\Documents and Settings\Mstro\Local Settings\Temp\XPGrpWise\4680E6FAGW... 06/26/2007
(06/26/2007) Council internet Mailbox - 7 "."". Page 1
From: <csweenloegering@adelphia.net>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 10:02 AM
Dear City Council,
We live walking distance from the designated site, and are in total support of the already planned and
promised recreational facility to our community. We are counting on you to do the right thing for your
community which of course voted you
to represent their needs and keep your promises!!!
Sincerely,
The Loegering Family
(a family of 5)
(06/26/2007) Council Internet Mailbox - CITY OF CARLSBAD ] CONTACT US
From: <gaults4@roadrunner.com>
To: <Council@[205.142.109.13]>
Date: 06/26/2007 10:01 AM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
City Council.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Please approve the Aquatic center and other facilities under the Capital Improvement Program to keep
our kids fit and involved in sports!!!
Thank You!
Bob Gault
Robert Gault
7962 Sitio Nispero Carlsbad, CA 92009
gaults4@roadrunner.com
Mozilla/4.0 (compatible; MSIE 7.0; Windows NT 5.1; .NET CLR 1.0.3705; .NET CLR 1.1.4322; Media
Center PC 2.8)
76.176.149.118
(06/26/2007) Council Internet Mailbox - New Community Park " Page 1
From: "Chuck Kunin" <ckunin@phsyes.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 9:20 AM
Subject: New Community Park
Dear Council Members,
I am writing you in support of the new community park at Poinsettia
and Alicante. I am hoping that the park will be fully built out,
especially with softball/baseball and soccer fields. I am sure you
are aware of the shortage of available fields for recreational and
competitive girls Softball, baseball and soccer teams.
I have two daughters playing competitive and rec sports, and we
travel to many different cities to compete. I have to say that
Carlsbad could do a much better job in providing sports venues and
parks for our growing community. Instead of homes being built on
every available piece of land, how about using some land to build a
Big League Dreams complex? Carlsbad could host a multitude of
tournaments which helps fill hotels and restaurants, not to mention
the city coffers. I know many people feel the same way sports
programs are a huge benefit to our children, and I'm sure it is a
factor in deciding to purchase a home. The number of children living
in Carlsbad is going to increase. I hope the Council realizes the
importance of establishing parks so Youth Programs can flourish.
ThankYou,
Chuck Kunin
1545 Martingale Ct.
Carlsbad, Ca 92011
760-931-0063
(06/26/2007) Council Internet Mailbox - CITY OF CARLSBAD | CONTACT US Page 1
From: <larry.douglas@sbcglobal.net>
To: <Council@[205.142.109.13]>
Date: 06/26/2007 12:08 AM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
City Council.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Aquatic Center:
That the city council is even considering delaying or modifying the approved aquatic center is
irresponsible. I'm an avid golfer, and I still cannot justify the amount of money the city spent on a golf
course, and then try to cut back or delay the aquatic center. Many many more citizens will be using the
pool and park facilities than will ever step foot on the golf course. I believe you will see a large number of
people attending the city council meeting this week to speak for the aquatic center. Please adhere to the
existing agreement and honor the citizens wishes by moving forward with the aquatic center as quickly as
possible. Delays do nothing but drive up the costs.
Kind regards
LD
Larry Douglas
7505 Brava St Carlsbad, ca 92009
larry.douglas@sbcglobal.net
Mozilla/4.0 (compatible; MSIE 6.0; Windows NT 5.1; SV1; YPC 3.2.0; .NET CLR 1.1.4322; lnfoPath.1)
75.33.203.225
(06/26/2007) Council Internet Mailbox - CITY OF CARLSBAD | CONTACT US Page 1
From: <mcgeeboss@netzero.com>
To: <Council@[205.142.109.13]>
Date: 06/25/2007 10:20 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
City Council.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Hello City Council,
I am unable to attend the meeting tomorrow night but wanted to let you know I am really in favor of the
new park off of Poinsettia Lane. My kids are swimmers and baseball players. We desperately need
baseball fields & most importantly another pool. Please do not dissapoint us (like the high school) and
change your plans not to build a new pool and baseball fields. This will not be taken very well by your
families that depend upon these activities for their children. Please stick to the plan you came up with.
When we moved to our home 7 years ago, we thought we were getting a new high school and a new park
with a new pool.
Please stay on course with this new park & pool.
Respectfully,
Jackie McGee
Jackie McGee
6499 Fairwater Place Carlsbad, CA. 92011
mcgeeboss@netzero.com
Mozilla/4.0 (compatible; MSIE 6.0; Windows NT 5.1; SV1; ContentWatch Browser)
76.176.167.23
(06/26/2007) Council Internet Mailbox - CITY OF CARLSBAD | CONTACT US Page 1
From: <bethsrb@yahoo.com>
To: <Council@[205.142.109.13]>
Date: 06/26/2007 7:57 AM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
City Council.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Please continue with the plans for the Carlsbad Aquatics Center. Swimmers everywhere in North County
have been waiting anxiously for this needed aquatics facility for years. There is a need for this facility, and
it will be used by competitive swimmers, water polo players, masters swimmers, synchronized swimmers,
swim lesson participants, rec swimmers, mom-n-tot classes, scuba diving classes,... This facility will
provide a place for all. Do not delay. Thank you.
Beth Knight
i
bethsrb@yahoo.com
Mozilla/4.0 (compatible; MSIE 6.0; Windows NT 5.0; yplus 5.1.04d)
12.72.72.177
Page 1 of 1
Council Internet Mailbox - Alga Norte Community Park
From: "Sandi Clexton - Women's Core Fitness" <info@womenscorefitness.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 12:35 AM
Subject: Alga Norte Community Park
Don't delay: the kids want to play! As a south Carlsbad resident, I am excited about the new Alga
Norte Community Park and can't wait to utilize this fabulous facility! I've also felt the effects of the
overcrowded fields during various seasonal sports. Please vote to move forward with the operating
budget today!
Mother of two kids under 10yrs. old
Sandi Clexton
Sandi Clexton
7029 Fern Place
Carlsbad, CA 92011
file://C:\Documents and Settings\Mstro\Local Settings\Temp\XPGrpWise\46805F69GW-... 06/26/2007
(06/26/2007) Council Internet Mailbox - CITY OF CARLSBAD | CONTACT US Page 1
From: <masonfam@roadrunner.com>
To: <Council@[205.142.109.13]>
Date: 06/25/2007 9:32 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
City Council.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Re:Carlsbad Park and Aquatics Center
We are in favor of the expeditious development of the Carlsbad Park and Aquatics Center. Currrently,
their is a shortage of baseball fields which results in children of LCYO playing on fields which are
substandard and ridden with holes and hazards. In addition, the advanced swimmers in North Coast
Aquatics program need to travel to La Jolla in order to train. Thank you for your consideration. Jon and
Diane Mason
Jonathan Mason
Carlsbad, CA
masonfam@roadrunner.com
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(06/26/2007) Council Internet Mailbox - Support for the Aquatic Center and Park Page 1
From: <bhjdp@adelphia.net>
To: <council@ci.carlsbad.ca.us>
Date: 06/25/2007 8:38 PM
Subject: Support for the Aquatic Center and Park
My family and I wish to voice my support for this proposed park. We are hopeful that the park will be a
place for many residents to gather and for our children to play. As more and more areas become
developed it's nice to see development for the general public good.
Please move forward on this project as every delay would delay the benefit for the Citizens of Carlsbad.
Sincerely,
Brett Porath
6855 Moorhen PI.
Carlsbad, CA 92011
Page 1 of 1
Council Internet Mailbox - Please don't modify or delay Alga Norte Community Park
From: Julia DeSantis <juliad@sbcglobal.net>
To: <council@ci.carlsbad.ca.us>
Date: 06/25/2007 8:03 PM
Subject: Please don't modify or delay Alga Norte Community Park
Hello,
I understand the City Council will be discussing possibility modifying and delaying the Alga Norte
Park.
The park has a wonderful design and needs to be built in its entirety. The aquatics portions
are desperately needed. There is NO long course competition pool in north county. My children swim
with NCA at a fitness center pool (without diving blocks) because there is no competition pool
space available in North County. The closest long course pool is at the Jewish Community Center in
La Jolla. All of the pools would be used year round and all aspects are a great addition. San marcos
has community pools that offer water play areas. We have used these pools and paid fees to enter. I
know that fees for the Alga Norta park will help offset costs.
The baseball fields are also really needed. We have a shortage of fields that cause local leagues to cut
enrollment because they don't have enough fields.
I am not a fan of taxes at all. But for this park, I would be willing to increase my taxes.
Thank you,
Julia DeSantis
3042 Paseo Estribo
Carlsbad, CA 92009
760-438-3408
j uliad@sbcglobal .net
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(06/26/2007) Council Internet Mailbox - CITY OF CARLSBAD | CONTACT US Page 1
From: <jlovebaker@hotmail.com>
To: <Council@[205.142.109.13]>
Date: 06/25/2007 7:45 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
City Council.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Hello - Just wanted to let you know that my family strongly supports the Poinsettia/Alicante Park ...
Having more baseball/Softball fields is so important to kid-friendly, outdoorsy Carlsbad! After 15 years
here, we never want to move ... What else could we want with beach, a close-knit community, sports
fields, excellent schools and great weather. Let's keep it going! Thanks for doing such a great job (we
are very thankful we live in Carlsbad and not the City of San Diego!)
Jackie Love-Baker
7736 Palacio Dr carlsbad, CA 92009
jlovebaker@hotmail.com
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Page 1 of 1
Council Internet Mailbox - Alga Norte Community Park
From: "John Eliott" <John@harvestsearch.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/25/2007 7:33 PM
Subject: Alga Norte Community Park
Council,
Our family and friends are writing to ask you to proceed with the development plans for Alga Norte Community
Park. The park is much needed and will only cost more if there is a delay. You should have learned your lessons
from the golf course fiasco, now the cost to play is unaffordable to many Carlsbad residents before the course
even opens.
The costs your delay will incur will be passed onto the citizens of Carlsbad. Keep to the Master Plan and develop
the park now.
Sincerely,
John Eliott and Family
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(06/26/2007) Council Internet Mailbox - CITY OF CARLSBAD| CONTACT US Page 1
From: <pdesantis@sbcglobal.net>
To: <Council@[205.142.109.13]>
Date: 06/25/2007 7:10 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
City Council.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
It has come to my attention that the city council will be addressing the new Carlsbad Park & Aquatics
Center in Tuesday's meeting and that a decision could be made that would unduly delay the previously
approved plan for the center.
I am writing the council today to express my desire for the council to proceed with the previously approved
plan and proceed with the plan at the city's earliest convenience.
Regards,
Paul DeSantis
Paul DeSantis
3042 Paseo Estribo Carlsbad, CA 92009
pdesantis@sbcglobal.net
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75.18.114.63
(06/26/2007) Council Internet Mailbox - CITY OF CARLSBAD | CONTACT US Page 1
From: <reiland@sginet.com>
To: <Council@[205.142.109.13]>
Date: 06/25/2007 6:40 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
City Council.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Carlsbad seems to be becoming more of a retirement community; in fact, we are moving to the area
because we want to be closer to our grandchildren. We like to golf, but we also feel our grandchildren
need parks and recreation to keep them off the Internet and hanging out at movie theaters.
Please support the immediate approval of the aquatics center!
Thank you,
Jim and Barbara Reiland
Barbara Reiland
i
reiland@sginet.com
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69.237.227.204
(06/26/2007) Council Internet Mailbox - CITY OF CARLSBAD | CONTACT US Page 1
From: <bub94star@aol.com>
To: <Council@[205.142.109.13]>
Date: 06/25/2007 6:30 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
City Council.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
**********************************************
Below, please find the information that was submitted:
Dear Mayor and City Council:
Please build the new aquatic center because we would like to compete in the Junior Olympics for Water
Polo, but we don't have enough practice time because our pool, the Carlsbad Swim Center, is always
booked. I am 13 years old and would very much appreciate your support for the pool.
Thank you!
Bubby Beck
Bubby Beck
i
bub94star@aol.com
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69.237.227.204
(06/26/2007) Council Internet Mailbox - New Carlsbad Park & Aquatics Center
From: "Shelly & David" <sdkelly@roadrunner.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/26/2007 8:32 AM
Subject: New Carlsbad Park & Aquatics Center
As a Carlsbad resident, I'm writing to urge you to approve the funds
necessary for the Park & Aquatics center. Unlike a golf course, all families
will be able to utilize this facility and improve the health and lifestyle
of Carlsbad residents. Currently, Encinitas YMCA is the most viable swimming
option, however given the choice, we'd support Carlsbad. A location that was
suitable for swim meets and water polo matches is hugely important for our
youth teams.
Don't delay: the kids want to play! As a south Carlsbad resident, I am
excited about the new Alga Norte Community Park and can't wait to utilize
this fabulous facility! Please vote to move forward with the operating
budget today!
Shelly Kelly
Calle Madrid 92009
Page 1 of 1
Council Internet Mailbox - Pool
From: "Anne Hampton" <southhampton@roadrunner.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/25/2007 5:32 PM
Subject: Pool
I wish I could attend the meeting tomorrow night to support the new pool, but I can't because I have to drive to
Santee. My daughter plays down there at least once a week because her team can't get enough pool time in
Carlsbad to EVER host any games. We are always the visitor. How many times do citizens of this wonderful city,
that obviously cares about exercise and fitness and play, have to tell the city council that we need another pool?
Please go ahead with the pool. Carlsbad residents need/want it desperately.
Anne Hampton
1026 Beacon Bay Dr.
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Page 1 of 1
Council Internet Mailbox - Alga Norte Community Park
From: "Maureen Goerlitz" <gofamily@roadrunner.com>
To: "City of Carlsbad" <Council@ci.carlsbad.ca.us>
Date: 06/25/2007 5:02 PM
Subject: Alga Norte Community Park
Please don't delay building the park and aquatic center! It always ends up costing more later and the City and
citizens would be proud to have such a fabulous community asset!
Please vote to move forward
Thank You, Maureen Goerlitz (and the whole Goerlitz family)
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(06/26/2007) Council Internet Mailbox - CITY OF CARLSBAD | CONTACT US Page 1
From: <libknapp@aol.com>
To: <Council@[205.142.109.13]>
Date: 06/25/2007 4:36 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
City Council.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Dear Council Members:
I am writing as a parent concerned that there may be further delays or cutbacks in the proposed Alga
North swim complex. I am a resident of Carlsbad believes the City of Carlsbad would benefit from the
FULL swim comples in the Bressi Ranch area. My 10-year-old son was in water polo practice 4 days a
week at the Carlsbad H.S. complex.and he was often finishing up at 9pm, when his normal bed time is
8:00. This is solely a function of the pool being overused. One pool serving a community of 100,000 is
simply not enough to support a beachside, physically active family community like Carlsbad.
There are so many good reasons to support this park as proposed. Consider the success of Vista/Es
Wave Waterpark. As fiscally responsible council members, I think you should consider their statistics and
conclusions:
1) They had more than 116,000 recreational visitors during the summer, and an additional 24,000
community and school groups using the pool portion year-round.
2) The Wave Waterpark is a major seasonal employer for local residents, especially teens and young
adults.
3) Revenue from the recreational portion of the park offsets maintenance costs for the pool. I know
being Srevenue neutralo has been a significant justification for cost of the municipal golf course Q which
will cost three-times the proposed cost of the pool and serve only a fraction of the residents as would a
pool/water park complex.
4) Consider this quote: "Originally I thought the City couldn't afford a waterpark with a FlowRider and
lazy river attraction, but I soon realized that the City couldn't afford a pool without one," says Jim Porter,
director of Parks and Recreation for the City of Vista.
5) I would strongly encourage you to take 5 minutes and read an article about the success of
Vista/Es Wave Waterpark. http://www.recmanagement.com/200211fp01 .php
I would differ with Councilman Packer/Es stated concern that a water park would compete with Legoland.
In fact, I believe it would make Carlsbad a more worthwhile weekend/weeklong destination. Orlando has
several water parks, including two built by the Walt Disney Co. If they don/Et believe it conflicts with
Disneyworld, I don/Et think we should believe a water park conflicts with Legoland.
There is a strong perception among La Costa residents that the city does not give La Costa/southern
Carlsbad residents the same consideration it gives the center/northern part of the city u despite our hefty
contribution to the city/Es tax base. Building this first-class facility now, when the city has the funds to do it
as designed, would address that concern; it would benefit all of the residents of Carlsbad; as well as add
(06/26/2007) Council Internet Mailbox - CITY OF CARLSBAD | CONTACT US ' Page 2
to our tourism industry and be fiscally prudent running the swimming complex in the long run.
I strongly encourage you to approve the full and complete swim complex, as proposed.
Sincerely,
Libby Knapp
Libby Knapp
3609 Laredo St Carlsbad, CA 92010 USA
libknapp@aol.com
Mozilla/4.0 (compatible; MSIE 6.0; Windows NT 5.0; .NET CLR 1.1.4322)
209.66.200.63
Page 1 of 1
Council Internet Mailbox - Carlsbad Community Pool Vote
From: "Margaret Cypher" <cypherm@roadnmner.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/25/2007 4:23 PM
Subject: Carlsbad Community Pool Vote
Don't delay: the kids want to play! As a south Carlsbad resident, I am excited about the new Alga
Norte Community Park and can't wait to utilize this fabulous facility! Please vote to move forward with
the operating budget today!
Thank You! Margaret Cypher, 6942 Mimosa Drive, Carlsbad 92011
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Council Internet Mailbox - Pool
From: Kirk Werner <teampt@yahoo.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/25/2007 3:59 PM
Subject: Pool
Please do't delay and vote to move on with the operating budget for the community alga norte pool/ park
in South carlsbad!! I have 5 and 7 y/o kids and was at a similar complex in beautiful Grosse Pointe
Michigan. I was very sad we didn't have something similar here.
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Council Internet Mailbox - Pool
From: "Michael Marsden" <iflyups@sbcglobal.net>
To: <council@ci.carlsbad.ca.us>
Date: 06/25/2007 3:22 PM
Subject: Pool
6/25/2007
Dear Carlsbad City Council:
Time and time again I thought the voters have shown and you approved a new Carlsbad Pool.
Are you ignoring the voters who are paying so much in tax dollars?
The pool with bring swim meets and water polo games where people will rent rooms and buy from restaurants
and stores. Carlsbad has outgrown the ONE current pool!
Please do not hesitate further and immediately start the building of the new Carlsbad pool complex to assist out
families and community.
Mike Marsden
3450 James Dr.
Carlsbad 92008
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Page 1 of2
Council Internet Mailbox - Aquatics Center Support
From: Kathleen Reiland <kreiland@mac.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/25/2007 3:15 PM
Subject: Aquatics Center Support
Dear Mayor and City Council Members:
First, I would like to thank the many people of Carlsbad, including the mayor, the staff, and the
city council who have supported the vision for the great park and aquatic center that will
contribute to an ongoing legacy of community pride. While I was surprised to see the lazy river
and water slides, these features seem like a wonderful way to entice broader usage and
generate more fund to offset ongoing costs.
Having moved many times as a child, I recall very little about the many schools I attended, but
I do recall places like the Santa Clara International Swim Center and the aquatics center in
Arcadia where my brothers and sisters and I learned to swim while having fun and making
friends.
So I wish e to identify three reasons to support the immediate approval of the park and
aquatics center and to ask a question about the process.
1. Our Children's Physical and Social Health: Today, children are suffering from obesity.
They must have fun, social alternatives to spending endless hours on computers or video
games. Children are too easily seduced by passive activities because there are not enough
alternatives. I recently called the Encinitas YMCA to sign my son up for private swim lessons,
only to be told that they had eight pages of people on the waiting list.
2. Our Children's Safety: We are a beach community and everyone needs to be swim-proof.
At the recent tryouts for the Carlsbad Junior Lifeguard program, my son was worried he
wouldn't make the cut. While he made it, I was struck by the number of children who could not
swim the required laps or tread water—essential skills for ocean swimming. As we know, the
ocean is not the place to learn to swim.
3. Our Children's Well-being: Some colleges require swim tests before graduation with the
rationale that it makes students well rounded. While I am not proposing a swim requirement
for Carlsbad children, I do think it is a basic skill along with math and science that our children
learn to swim well enough that they have the self-assurance and confidence that comes with
being comfortable in the water. Even MIT requires students to jump in and swim 100 yards
continuously before they can graduate.
I am a community college professor in an aviation vocational program for students who would
like to pursue careers as pilots and flight attendants. I am struck by the many students—
particularly the less affluent—who are unable to apply for positions with companies like
Alaska Airlines because they must be able to swim 90 feet assisted with a life vest. Swimming
ninety feet with a life vest seems ridiculously easy to those of us who take our swimming skills
for granted, but for those under-privileged students, ninety feet might as well be a mile. Had
they grown up with access to an affordable and fun aquatics center, swimming might not be
such a scary and intimidating proposition now that they are older.
Summary
To recap, many of us baby-boomers grew up with access to recreational swim centers and
swim lessons, which helped to keep us healthy, safe, and well rounded. I urge you to support
the immediate approval of the aquatics center so that the city might provide these same
opportunities for the families of Carlsbad.
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Page 2 of2
I realize that cost is an issue, so I watched the City Council video minutes where it was
identified that the Aquatics Center was expected to generate $1.4 million in revenue with $2
million in expenses and an approximate short-fall of $632,000 annually or a 70% recovery
estimate. The rest of the park, including the ball fields, skate park, etc. was expected to
generate $58,000 in revenue with $725,000 in expenses. If I understand this Staff estimate
correctly, that means the aquatics center is more cost effective and creates less of a short fall
than the rest of the park. Nevertheless, it appears that the staff has identified funds to cover
these costs.
With regard to the one-time costs, the current issue of the "San Clemente Journal" includes an
article about San Clemente's efforts to defray some of the $33 million needed to fund their
new sports center, LaPata/Vista Hermosa, which includes three baseball fields, four soccer
fields, a football field, and an aquatics complex. Private companies will receive name
recognition for their donations to the San Clement Beaches, Parks and Recreation
Foundation, through an agreement with the City of San Clemente. The first company, Pacific
Coast National Bank has pledged $100,000 to sponsor one of the little league fields. The
article also points to other programs in Bakersfield and Cincinnati where companies and
organizations were given the right to name rooms, trails, fields, and other park features. I
imagine you are already aware of this type of program, but I wanted to call your attention to it
as an option for offsetting costs on a one-time basis.
Lastly, I realize the golf course was important to the adults of our community, but this aquatics
center is for the families and children. Carlsbad could immediately support the families with
this project that will build community pride among all its residents. Please do not delay!
Thank you.
Kathi Beck
Here is a sampling of college swim requirements according to a May 8, 2006, article in the
Boston Globe:
Bryn Mawr College: 10 minutes of continuous swimming demonstrating two strokes (no distance requirement), then
one minute of motionless floating and one minute of treading water
Columbia University: 75 yards of any stroke, no stopping, no time limit
Cornell University: Jump in feet first, then swim 75 yards (three lengths of the pool) without stopping, one length on
back, one on front, one optional
Dartmouth College: 50 yards any stroke, no time limit, treading water OK
Massachusetts Institute of Technology: Jump in feet first and swim 100 yards (four lengths of the pool) without
stopping, three on front, one on back
University of Chicago: 100 meters, any stroke, without stopping
University of Notre Dame: Two lengths of the pool, one on front, one on back
Swarthmore College: 100 yards of any stroke and 15 minutes treading water
Washington and Lee University: 50 yards in one minute, any stroke, then stay afloat treading water for 15 minutes
GLOBE STAFF GRAPHIC:
http://www.boston.com/news/education/higher/articles/2006/05/08/swim requiremenLat other colleges/
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(06/26/2007) Council Internet Mailbox - CITY OF CARLSBAD | CONTACT US Page 1
From: <ltuomi@gene.com>
To: <Council@[205.142.109.13]>
Date: 06/25/2007 2:58 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
City Council.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Dear Mayor Lewis and City Council members,
I am a Carlsbad native, writing to you about the planned Alga Norte Aquatic Facility.
Back in 1974, as a grade school student in Carlsbad, I remember campaigning door-to-door, urging
citizens to vote for "the new Carlsbad pool". The plans were exciting - a 50 meter pool for the community!
We citizens of Carlsbad - all ages - were really looking forward to that pool. In October 1981, the
Carlsbad Swim Complex finally opened, 7 years later, 1/2 the original proposed size, and in a contract that
shared the pool with the CUSD. It opened to near full capacity, with lines for swimming lessons, capacity
recreational swim, special programs, competitive teams for children and adults, and never enough room
for lap swimmers of any age. Since that pool opened 25 years ago, every minute of the day has been
thoughtfully scheduled to allow the citizens of Carlsbad - of all ages and aquatic interests - to use the pool.
However, due to the small size of the pool and use of the pool by the CUSD, many cannot get in to the
programs they desire.
When the Carlsbad Swim Complex first openned, I worked there - as a lifeguard, instructor and pool
manager. It was a fantastic facility and I now take my kids there for their own swimming lessons and
recreational swim time, and I volunteer my time as an instructor. However, swim lesson classes can now
"sell out" in minutes, the demand is so great. The number of interested students on a class waiting list is
often greater than the number of students enrolled in a given class.
Now, as a citizen of south Carlsbad, I often find myself driving 20-25 minutes in each direction, for a 30
minute class. As we have seen with the library, community centers, safety center - the citizens of
Carlsbad deserve an aquatic facility that is accessible to everyone - both by geography and by
capacity/facility size.
I would like to encourage the City Council to move forward with the Alga Norte Aquatic Complex as
currently planned, and to do it now. Unless our City's population drops significantly, the need for a facility
like this will only increase. We have a fantastic City - we deserve this pool.
Warm regards,
Dr. Lisa Tuomi
6814 Moorhen Place
Carlsbad, CA 92011
tel: 438-2660 (h)
tel: 207-6691 (w)
Ltuomi@gene.com
Lisa Tuomi
6814 Moorhen Place Carlsbad, CA 92011 USA
ltuomi@gene.com
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Page 1 of 1
Council Internet Mailbox - Please move forward with Alga Norte Community Park!
From: "Stacy Gardner" <s_gardner@msn.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/25/2007 2:50 PM
Subject: Please move forward with Alga Norte Community Park!
Council Members,
I am writing to express my excitement over the new Alga Norte Community Park. I was reviewing the
plans at the Carlsbad Community swim complex today. The swim complex looks fabulous! South
Carlsbad will definitely utilize a facility like this! As a mother of 4 boys, I know my children will use it
for years to come! I encourage you to move forward with the Operating Budget and get started.
It seems the city has a history of postponing development of parks and then the costs skyrocket (golf
course). Let's get this built before costs get out of control. There is a large population here that will
utilize it. Together with a new high school, community golf course and great facilities like this,
Carlsbad will continue to have high homeowner property values and be a very desirable place to live and
work.
Kind regards,
Stacy Gardner - 6957 Mimosa Dr. Carbbad, CA 92011
(760) 438-5065- home
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Council Internet Mailbox - Alga Norte Community Park
From: Krisi Pomerleau <krisi422@yahoo.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/25/2007 2:36 PM
Subject: Alga Norte Community Park
Please don't delay... the kids want to play! As a South Carlsbad resident I am excited about the new
Alga Norte Community Park and Aquatic center. I can't wait to utilize this fabulous facility in the most
fabulous city! Please vote to move forward with the operating budget today!
Thank you,
Kristen Pomerleau
943 Jasmine Ct
Carlsbad, CA 92011
(760)212-1247
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Page 1 of 1
Council Internet Mailbox - budget hearing 6/26
From: Wesley Marx <wmarx33@sbcglobal.net>
To: <council@ci.carlsbad.ca.us>
Date: 06/22/2007 2:40 PM
Subject: budget hearing 6/26
To. Mayor Lewis and Council Members Hall, Kulchin, Nygaard abd Packard.
From: Wesley and Judith Marx, 2995 Ocean St. Carlsbad 92008
We understand the Council will hold budget hearings 6/26. We urge the Council to commit funds to
protect critical open space areas as identified recently by the City's Open Space Committee. This
community is fortunate to have such a prime opportunity to protect such distinctive natural assets before
they are lost forever to development.
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(06/26/2007) Council Internet Mailbox - Carlsbad Pool Page 1
From: <Pacificpartnr@aol.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/19/2007 12:47 PM
Subject: Carlsbad Pool
Attachments: carlsbad pool.pdf
We need another pool please
Ernie Chapa
Pacific Partner
4239 Harrison Street
Carlsbad, CA 92008
760-213-5850 cell
760-434-1786
pacif icpartnr@aol .com
See what's free at http://www.aol.com.
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PROOF OF PUBLICATION
(2010& 2011 C.C.P.)This space is for the County Clerk's Filing Stamp
STATE OF CALIFORNIA
County of San Diego
I am a citizen of the United States and a resident
of the County aforesaid: I am over the age of
eighteen years and not a party to or interested in
the above-entitled matter. I am the principal
clerk of the printer of
North County Times
Formerly known as the Blade-Citizen and The
Times-Advocate and which newspapers have
been adjudicated newspapers of general
circulation by the Superior Court of the County of
San Diego, State of California, for the City of
Oceanside and the City of Escondido, Court
Decree number 171349, for the County of San
Diego, that the notice of which the annexed is a
printed copy (set in type not smaller than
nonpariel), has been published in each regular
and entire issue of said newspaper and not in any
supplement thereof on the following dates, to-wit:
June 11th, 2007
I certify (or declare) under penalty of perjury that
the foregoing is true and correct.
Dated at SAN MARCOS California
This 11th, Day of June, 2007
Proof of Publication of
NOTICE OF PUBLIC HEARINGCITY OF CARLSBAD
^S^ The City of Cartsbad will hold a public hearing
on Tuesday, June 26,2007 at 6:00 p.m. in the CouncilChambers of City Hall, 1200 Carlsbad Village Drive,Carlsbad, California, to discuss the Fiscal Year 2007-08 Operating Budget and the Fiscal Year 2007-08Capital Improvement Program to Buildout Budget.This budget includes an appropriation of the FY 2007-08 AB 3229 funds of approximately $220,000 to beused to fund the Community Policing program. Alsoincluded will be discussion on the Carlsbad MunicipalWater District Operating and Capital Improvement!Program Budgets as wen as discussion on behalf of
the Mousing and Redevelopment Board regarding theRedevelopment Budgets. The City Council will alsodiscuss selected City development fees, generalfees, and the Appropriation Limitation for Fiscal Year
2007-08.Interested parties are invited to attend this meetingand present their views and comments to the CityCouncil.
Copies of the preliminary budget and proposed feechanges are available for public inspection at the City
Clerk's Office, 1200 Carlsbad Village Drive, or the twolibraries: Cole Library, 1250 Carlsbad Village Drive,Carlsbad; and Dove Library, 1775 Dove Lane,Carlsbad.Written and telephone inquiries may be directed to
Lisa Irvine of the Finance Department, 1635 FaradayAvenue, Carlsbad; 760-602:2430.
NCT 2062953 •106/11/2007
Signature
Jane Allshouse
NORTH COUNTY TIMES
Legal Advertising
NOTICE OF PUBLIC HEARING
CITY OF CARLSBAD
The City of Carlsbad will hold a public hearing on Tuesday, June 26, 2007
at 6:00 p.m. in the Council Chambers of City Hall, 1200 Carlsbad Village Drive,
Carlsbad, California, to discuss the Fiscal Year 2007-08 Operating Budget and
the Fiscal Year 2007-08 Capital Improvement Program to Buildout Budget. This
budget includes an appropriation of the FY 2007-08 AB 3229 funds of
approximately $220,000 to be used to fund the Community Policing program.
Also included will be discussion on the Carlsbad Municipal Water District
Operating and Capital Improvement Program Budgets as well as discussion on
behalf of the Housing and Redevelopment Board regarding the Redevelopment
Budgets. The City Council will also discuss selected City development fees,
general fees, and the Appropriation Limitation for Fiscal Year 2007-08.
Interested parties are invited to attend this meeting and present their
views and comments to the City Council.
Copies of the preliminary budget and proposed fee changes are available
for public inspection at the City Clerk's Office, 1200 Carlsbad Village Drive, or
the two libraries: Cole Library, 1250 Carlsbad Village Drive, Carlsbad; and Dove
Library, 1775 Dove Lane, Carlsbad.
Written and telephone inquiries may be directed to Lisa Irvine of the
Finance Department, 1635 Faraday Avenue, Carlsbad; 760-602-2430.
North County Times (760) 740-5464 06/07/07 11:46:21
To: SHERRY of CITY OF CARLSBAD From: Jane Allshouse
Page 2 of 2
LEGAL ADVERTISING
Printed on 06/07/2007 at 11:45 by 11
Ad* 2062953 First taken by 11
Last changed by 11
06/07/2007 11:42
06/07/2007 11:45
(760) 434-2917 Accttf 16158
CITY OF CARLSBAD
1200 CARLSEAD VILLAGE DR.
CITY CLERK
CARLSEAD, CA 92008
Subscr? N
Given by SHERRY
Start 06/11/2007 Stop 06/11/2007
Transient Eill Expir.
Class 16000 LEGAL ADVERTISING
Index: NOTICE OF PUBLIC HEARING CITY OF CA
Cols 2 Lines 36 Inches 2.71 Words 214 Graphics 1 Box? Y
TOTAL AD COST 94.9c
The City of Carlsbad will hold a public hearingon Tuesday. June 26,2007 at 6:00 p m in the CouncilChambers of City Hall. 1200 Carlsbad Village Drive.Carlsbad. California, to discuss the Fiscal Year 2007-perating Budget and the Fiscal Year 2007-08al Improvement Program to Buildout Budgetxidget includes an appropriation of the FY 2007-08 AB 3229 funds of approximately $220.000 to beused to fund the Community Policing program- Also
included will be discussion on the Carlsbad MunicipalWater District Operating and Capital ImprovementProgram Budgets as wen as discussion on behalf ofthe Housing and Redevelopment Board regarding theRedevelopment Budgets. The City Council will alsodiscuss selected City development fees, generalfees, and the Appropriation Limitation for Fiscal Year2007-08Interested parties are invited to attend this meetingand present their views and comments to the CityCouncil.Copies of the preliminary budget and proposed feechanges are available for public inspection at the CityClerk s Office. 1200 Carlsbad Village Drive, or the twolibraries: Cole Library. 1250 Carlsbad Village Drive.Carlsbad; and Dove Library. 1775 Dove Lane,CarlsbadWritten and telephone inquiries may be directed toLisa Irvine of the Finance Department, 1635 FaradayAvenue. Carlsbad; 760-602-2430
NCT 2062953 • 06/11/2007
1City of Carlsbad2007-2008 Budget AdoptionJune 26, 2007Building a Sustainable Community by Effectively Managing Today’s Resources
2Budget CalendarBudget CalendarCouncil MeetingsCouncil MeetingsMay 22 May 22 ––Capital Budget WorkshopCapital Budget WorkshopJune 12 June 12 ––Operating Budget WorkshopOperating Budget WorkshopJune 26June 26––Operating and Capital Operating and Capital BudgetBudgetPublic Hearing and AdoptionPublic Hearing and AdoptionOther Public MeetingsOther Public MeetingsJune 20 June 20 ––Citizens Budget WorkshopCitizens Budget Workshop
3Citizens Budget Workshop20
4Citizens Budget WorkshopApproximately 15-20 Citizens attended• Alga Norte Park and Aquatics Complex• Pine Park • Tennis Courts at Poinsettia Park• Leo Carrillo Phase III – Barn/Theater Restoration•Open Space• Desalination Plant
5AAGGEENNDDAABudget OverviewFee RecommendationsProgram Options Public HearingBudget Adoption
6Building a Sustainable Community by Effectively Managing Today’s Resources
7Legal Spending Limit•GANN Limit•Prop H (1982)–Set Expenditure limit at $1 million•Prop G (1989)–Authorized spending more than limit on certain recreational projects•Prop C (2002) –Authorized spending more than limit on certain projects
8Authorized Projects•Prop G–2 golf courses –Multi-court tennis complex–2 multi-purpose fields–Enclosed soccer field•Prop C–Pool complex –Trails linkages and open space–City/safety training center–Cannon Rd. East
9Operating Revenues By SourceOther1%Other Gov't & Other4%Interest/ Rents3%Licenses/ Permits / Fines1%CIP19%Taxes45%Fees/ Charges20%Interdept.7%Total = $234.1 million
10City of CarlsbadCombined BudgetGeneral52%Redevelopment1%Special Revenue5%Enterprise21%Internal Services6%$219.0 millionOperating Budget – 85%Capital – 15%Capital15%
11General FundPublic WorksContingencyNon DepartmentalCommunity ServicesCommunity DevelopmentPublic SafetyPolicy/ LeadershipTotal Budget = $115.6 million
12General Fund BudgetFY 2007-08Revenues:$ 121.0 millionBudget Requests $ 115.6 millionProjected Surplus: $ 5.4 million
13General Fund BalanceEstimated Balance at 6/30/07$ 60.7 millionPlus: FY 08 Surplus5.4 millionLess Advance(Medians/SCCRA Funds)-.3 millionEstimated Balance at $ 65.8 million6/30/08
14Net Revenues over (under) ExpendituresMillionsForecast ComparisonFY 06FY 08FY 07FY 05BalancedFY 04-$15-$10-$5$0$5$10$15'04 '06 '08 '10 '12 '14 '16FY 06FY 08FY 07FY 05BalancedFY 04
15MAJOR NEW PROJECTS 2007-08Steven JantzAssociate Engineer
16Pine Ave Park Phase 1-AMadison Properties•Amenities–Ornamental Garden–Fountain–Seating–Parking–Lighting•$1,900,000–Unfunded
17Pine Ave Park Phase 1-BRestroom/Storage Building•Requested by citizens using the park•Prefabricated building product•Store baseball outfield fencing and temporary pitching mound•$372,900–Unfunded
18PINE AVENUE PARKPINE AVENUE PARKPINE AVENUE PARKAPPROVED MASTER PLANMADISON STHARDING STREETCHESTNUT AVENUEMULTI-USE FIELDPARKING LOTINFORMALAMPHITHEATERTOT LOTBASKETBALLPICNIC AREACHESTNUT AVE IMPROVEMENTSProposed Restroom & Storage Bldg.ExistingRestroom
19Poinsettia Park Phase IIParking Expansion•Cars parking on local streets during large events at the park•Potential to restrict emergency vehicle ingress and egress•Part of original Poinsettia Community Park Master Plan•$963,400
20Hidden Valley Road
21Carrillo Ranch Event Area Expansion•Project includes:–Flagstone Patio–Minimal lighting–Landscaping–Access road for caterers•$267,000
22Corrugated Metal Pipe (CMP) Replacement Program•Replace aging Corrugated Metal Pipe throughout the city•Proactively eliminate potential pipeline failures•$2,230,000FY 07-08FY 08-09FY 09-10FY 10-11FY 11-12Design$75,000$75,000$50,000$50,000$40,000Construction$500,000$545,000$315,000$410,000$170,000
23NW Quadrant Storm Drain Improvement Program•Construct missing section of the NW Quadrant storm drain system•Runoff would be transported through complete underground drainage system•$3,295,355FY 07-08 FY 08-09 FY 09-10 FY 10-11 FY 11-12 FY 12-16Design $99,250 $104,000 $51,250 $69,250 $41,500$642,728$122,000Construction $206,000 $302,055 $333,573 $339,398$984,340
24Demolition of Calavera Hills Treatment Plant•Study and Propose demolition plan for the Calavera Hills Sewer Treatment Plant•Plant is obsolete and facilities are in disrepair•$394,000
25Maerkle Reservoir Bridge Replacement•Replace existing maintenance access bridge•$201,250
26CMWD Water SystemCathodic Protection Program•Design and construct corrosion control improvements to existing water system•Mitigating corrosion process extends pipeline service life and saves future maintenance and replacement costs•$1,246,700
27Rancho Santa Fe Road &Avenida La CimaTraffic Signal•Install fully actuated traffic signal•Identified on Traffic Signal Qualification List•$190,000
28Marbella Wall Beautification•Develop visual alternatives and estimated costs•Implement preferred beautification proposal•$80,000
29Alga Norte Park andAquatics Center•Aquatics Center–General Capital Construction $ 6.0 million–Proposition C $16.2 million–Public Facilities Fund (PFF) $ 6.1 million•Community Park–Public Facilities Fund (PFF) $22.1 million---------------------Total$50.4 million
30FY 2007-08Total CIP ProjectsNew ProjectsOngoing ProjectsTotal 07-08 CIP$ 32.8 million$ 150.5 million-------------------$ 183.3 million
31NEW PROPOSED POSITIONS2007-08David BarnumBudget Manager
32New PositionsFull TimePart TimePublic Safety5PT to FT Conversion2(.5)Public Works2Library (RFID)(7.5)Community Development (GIS)1Human Resources (Limited Term)1.25New Facilities11.4Storm Water (Unfunded Mandate)3.5Waste Water Discharge (Unfunded Mandate)5.5Total21 (6.35)
33PROPOSEDRATES and FEES2007-08David BarnumBudget Manager
34Water EnterpriseExpendituresCounty Water Authority56%City Operations31%Repl. Transfers13%
35Proposed Water Rate Increase•Conservation Rate •Current Rate $1.51 per unit•Proposed Rate $1.59 per unit•Standard Rate •Current Rate $1.68 per unit•Proposed Rate $1.76 per unit
36Proposed Water Rate Increase•Recycled Water Rate •Current Rate $1.60 per unit•Proposed Rate $1.68 per unit•Agricultural Water Rate •Current Rate $1.37 per unit•Proposed Rate $1.45 per unit
37Water and Sewer Rates$0$50 $100 $150Del Mar, City ofSanta Fe ID (RSF)San Diego, City ofVista Irrigation District (Vista)San Dieguito WD (Encinitas)Oceanside, City ofSanta Fe ID (Solana Beach)San Dieguito WD (Leucadia)Carlsbad FY07Carlsbad proposed FY08Monthly CostWaterSewer
38Legislatively Mandated and Unfunded Programs•Wastewater Discharge Requirement(WDR) - $915,000•Storm Water Requirement - $1,229,000
39ProposedSewer Rate Increase•Commercial and Residential •10.6% increase for FY 07-08•Potential for future rate increases•Residential Rate •Current Rate $14.65/month•Proposed Rate $16.20/month
40ProposedSolid Waste Increase•Commercial and Residential •7.8% increase for FY 07-08•Potential for future rate increases•Residential Rate •Current Rate $17.50/month•Proposed Rate $18.87/month
41Monthly Utility RatesProposed IncreaseCurrentProposedSewerSolid WasteWaterMonthly Increase% Increase$ 14.65$ 17.50$ 43.35$ 75.50$ 16.20$ 18.87$ 47.32$ 82.39$ 6.899.1%
422006-07 Fee Study Completed•Staff and Independent Consultant Recommendations–Facilities Fees – 5% increase¾Senior Center Activity Room –Development Related Service Fees -5% increase –Development Impact Fees – ENR Index
43PROPOSEDADJUSTMENTS2006-07Lisa IrvineFinance Director
44RETIREE HEALTH CARE COSTS•Government Accounting Standards Board Requirement–City of Carlsbad Employees–Former Water District Employees•Fiscal Impact–One-time - $7.9M (General Fund’s share $4.8m)–On-going - $368k (General Fund’s share $285k)•Funding the Liability–Propose transfer funding to Payroll Fund to await further City Council direction on next stepsSELF INSURED DENTAL BENEFITS•Propose appropriating $95,500 of Self-Insured Fund balance to cover additional requests for reimbursement for dental benefitsProposed Adjustments2006-07
45Program Options
46Habitat Management Plan• Council adopted Habitat Management Plan (HMP) in 2004• Purpose of HMP is to address habitat preservation comprehensively for the City• HMP deals with Publicand Privateland (totals more than 6,000 acres)• Allows for more certainty in property development and reduction in permit processing timeProgram Option #1
47Habitat Management Plan• Two Key Requirements – General Oversight (Preserve Steward)– Site Management (Preserve Manager) • Request for funding includes start up and ongoing costs:– $357,000 start up (ex. weed removal & fencing)– $313,000 ongoing (Preserve Steward and Preserve Manager)Program Option #1
48Habitat Management PlanStaff Recommendation• Fund the 2007-08 costs from the General Fund ($670,000)• Continue to explore other funding optionsProgram Option #1
49Medians Refurbishment Projects College Blvd and Various Sites• Several median planters are in need of refurbishment:– College Boulevard, from El Camino Real to Palomar Airport Road ($500,000)– Four various sections of medians ($200,000): • Palomar Airport Rd., Melrose to Business Park Dr. • Alga Rd., Alicante Rd. to Corintia Dr.• Rancho Santa Fe Rd., La Costa Ave. to Camino Alvaro• El Camino Real, Maron Dr. to the 78 Fwy Program Option #2
50Medians Refurbishment Projects College Blvd & Various Sites•The Medians Fund does not have a sufficient fund balance to support these requests. •The authorization to proceed with these projects would be funded from the Gas Tax Fund.•The scope of the projects includes major irrigation retrofits, and the planting of replacement of trees, shrubs, and ground covers, as applicable.Program Option #2
51Options1. Approve both requests using Gas Tax funds2. Defer both requests to a later date3. Approve one of the requests AND DEFERone of the requests to a future date4. Defer both requests pending a staff report exploring other funding optionsProgram Option #2Medians Refurbishment Projects College Blvd & Various Sites
52Downtown Village Streetscape Repairs and Improvements•In FY 2006-07, a team was formed to develop and implement a Downtown Village Streetscape work plan that addressed the maintenance, repair and replacement standards•One of the City Council’s top 15 priorities for 2006.•To continue this team’s efforts $200,000 is being requested for FY 2007-08.Program Option #3
53Downtown Village Streetscape Repairs and ImprovementsThe breakdown of related costs is estimated at:–$125,000 Concrete sidewalks–$ 25,000 Concrete curbs and gutters–$ 22,000 Decorative tiles–$ 11,000 Asphalt mixes–$ 8,500 Miscellaneous materials–$ 6,000 Root work, graffiti removal –$ 2,500 Street lightsProgram Option #3
54Downtown Village Streetscape Repairs and ImprovementsOptions:1. Approve the request for $200,000 for FY 2007-08, to address the Downtown Village Streetscape repairs and improvements.2. Approve a lesser amount (e.g., $100,000) for FY 2007-08, to address a lesser portion of the Downtown Village Streetscape repairs and improvements.3. Do not approve the request.Program Option #3
55Traffic Signal EngineerProgram Option #4Request One New Staff Member to Develop a Comprehensive Transportation Network –Development, fine-tuning and monitoring of traffic signal timing and coordination at all City locations –Design and development of the future Transportation Management Center
56Traffic Signal EngineerProgram Option #4Options:1. Fund the 2007-08 costs from the General Fund ($181,225)2. Do not approve the request.
57Program Option #5North County Transit District Carlsbad Village Coaster Connection•NCTD will be discontinued the Carlsbad Village COASTER Connection service, Route 426 •Ridership has declined below economically feasible levels•Currently 15-20 individuals use the route daily•NCTD Has inquired if the City of Carlsbad would be interested in subsidizing the route•Cost for 10 ½ months - $86,300•Cost per person would be approximately $24 per trip
58Program Option #5North County Transit District Carlsbad Village Coaster Connection
59Program Option #5NCTD – Carlsbad VillageCoaster ConnectionOptions:1. Fund the request for $86,300 to provide 10-½months of service, from August 12, 2007 to June 30, 2008 for Route 4262. Do not approve the request.
60211 Support RequestProgram Option #6•211 Service – The County of San Diego initiated service in June 2005 as a 24 hour call center for health, social and disaster information•The County of San Diego requests support from the City of Carlsbad:1. Approve resolution of the Federal Bills to designate Grant money for National 211 service2. Request $0.20 per Carlsbad resident ($19,721 in total) for local 211 office to assist in funding promotional efforts.•Carlsbad is not a heavy user of this service–775 calls to 211 last year from Carlsbad
61211 Support RequestOptions:1. Pass the attached resolution of support for Federal Legislation S 211 and HR 211 to provide a national funding stream for 2-1-1, ANDprovide a contribution to the local 2-1-1 office of $19,7212. Provide a direct contribution to the local 2-1-1 office of $19,721 and do not pass the attached resolution.3. Pass the attached resolution of support for Federal Legislation S 211 and HR 211 to provide a national funding stream for 2-1-1, AND DO NOTprovide a direct contribution to the local 2-1-1 office of $19,7214. Do not approve either request. Program Option #6
62ArtSplashProgram Option #7•A Free Two Day Family Friendly Community Event Featuring:•Chalk Art, Fine Art and Graffiti Art•Stone Sculptures and Sand Sculptures •Partnership with “Taste of Carlsbad”•Featuring Local Restaurants
63ArtSplashProgram Option #7The Fiscal Year 2007-08 request:•$20,000 Cash Sponsorship •$15,000 In-Kind Services
64ArtSplashProgram Option #7Options:1. Authorize the $20,000 Sponsorship and the $15,000 In-Kind Services. This would require a transfer of $35,000 from Council’s contingency. 2. Fund either the $20,000 Sponsorship ORthe $15,000 In-Kind Services. This would require a transfer from Council’s contingency.3. Do not approve the request.
65City of Carlsbad2007-08 BudgetFollowed by the Public Hearing…
66
67
68Council ActionsProgram Options:•Program Option #1- Habitat Management Plan•Program Option #2- Medians Refurbishment •Program Option #3- Downtown Village Streetscape Repairs and Improvements•Program Option #4- Traffic Signal Engineer•Program Option #5- NCTD – Carlsbad Village Coaster Connection•Program Option #6- 211•Program Option #7-ArtSplash
69Habitat Management PlanStaff Recommendation• Fund the 2007-08 costs from the General Fund ($670,000)• Continue to explore other funding optionsProgram Option #1
70Options1. Approve both requests using Gas Tax funds.2. Defer both requests to a later date.3. Approve one of the requests AND DEFERone of the requests to a future date.4. Defer both requests pending a staff report exploring other funding options. Program Option #2Medians Refurbishment Projects College Blvd & Various Sites
71Downtown Village Streetscape Repairs and ImprovementsOptions:•Approve the request for $200,000 for FY 2007-08, to address the Downtown Village Streetscape repairs and improvements.2. Approve a lesser amount (e.g., $100,000) for FY 2007-08, to address a lesser portion of the Downtown Village Streetscape repairs and improvements.3. Do not approve the request.Program Option #3
72Traffic Signal EngineerProgram Option #4Options:1. Fund the 2007-08 costs from the General Fund ($181,225)2. Do not approve the request.
73Program Option #5NCTD – Carlsbad VillageCoaster ConnectionOptions:1. Fund the request for $86,300 to provide 10-½months of service, from August 12, 2007 to June 30, 2008 for Route 4262. Do not approve the request.
74211 Support RequestOptions:1. Pass the attached resolution of support for Federal Legislation S 211 and HR 211 to provide a national funding stream for 2-1-1, ANDprovide a contribution to the local 2-1-1 office of $19,7212. Provide a direct contribution to the local 2-1-1 office of $19,721 and do not pass the attached resolution.3. Pass the attached resolution of support for Federal Legislation S 211 and HR 211 to provide a national funding stream for 2-1-1, AND DO NOTprovide a direct contribution to the local 2-1-1 office of $19,7214. Do not approve either request. Program Option #6
75Art SplashProgram Option #7Options:1. Authorize the $20,000 Sponsorship and the $15,000 In-Kind Services. This would require a transfer of $35,000 from Council’s contingency. 2. Fund either the $20,000 Sponsorship ORthe $15,000 In-Kind Services. This would require a transfer from Council’s contingency.3. Do not approve the request.
76Council ActionsAdopt Resolutions:•2007-08 Operating and CIP •CMWD•Housing and Redevelopment•Appropriation Limit•Master Fee Schedule•Encina Wastewater Authority•CMWD Public Hearing•City of Carlsbad Public Hearing•FY2006-07 Operating Adjustments: ¾Retiree Health Care Costs¾Self Insured Dental Benefits
77
78
79“PROP C” ProjectsProjectsAllocationOriginal Set Aside$35,000,000Aquatic Complex$16,216,000City / Safety Training Facility$ 1,050,000Cannon Road – Reach 4Trails/Open SpaceRemaining Allocation$17,734,000
80Retiree Health Care CostsAnnual Costs 30 YearAmortizationPrefundLiabilityCity RetireesWater RetireesTotal$ 643,109$ 195,235$838,344$ 323,747$ 44,613$368,360
8110 Year Financial Forecast with Program Options-$15-$10-$5$0$5$10$15'04 '06 '08 '10 '12 '14 '16FY 06FY 08FY 07FY 05FY 04MillionsBalanced
UPDATED CITY OF CARLSBAD
OPERATING FUNDS
?|V/07
FUND
GENERAL FUND
PROJEC1
UNRESERVED
BALANCE
JULY 1,2006
| 66,066,490
FED FUND BAL
ESTIMATED
REVENUES
114,494,000
ADVANCE TO MEDIAN MAINTENANCE
ADVANCE TO GOLF COURSE CAPITAL PROJECT
TOTAL
SPECIAL REVENUE
POLICE ASSET FORFEITURE
COPS GRANT
POLICE GRANTS
HOUSING SECTION 8
HOUSING TRUST FUND
LIBRARY ENDOWMENT FUND
LIBRARY GIFTS/BEQUESTS
TREE MAINTENANCE
MEDIAN MAINTENANCE
STREET LIGHTING
BUENA VISTA CRK CHNL MNT
LLD#2
ARTS SPECIAL EVENTS
RECREATION DONATIONS
SENIOR DONATIONS
CDBG ENTITLEMENT
COMMUNITY ACTIVITY GRANTS
CULTURAL ARTS PROGRAM
TOTAL
ENTERPRISE
WATER OPERATIONS
RECYCLED WATER OPERATIONS
WASTEWATER OPERATIONS
SOLID WASTE MANAGEMENT
GOLF COURSE
TOTAL
INTERNAL SERVICE
WORKER'S COMP SELF INSURANCE
RISK MANAGEMENT
SELF-INSURED BENEFITS
VEHICLE MAINTENANCE
VEHICLE REPLACEMENT
INFORMATION TECHNOLOGY
TOTAL
REDEVELOPMENT
VILLAGE OPERATIONS / DEBT SVC
VILLAGE LOW/MOD INCOME HOUSING
SCCRA OPERATIONS / DEBT SVC
SCCRA LOW/MOD INCOME HOUSING
TOTAL
TOTAL OPERATING FUNDS
66,066,490
637,156
17,657
33,186
369,197
9,264,337
265,950
84,246
588,778
234,358
745,670
945,845
111,430
86,201
100,974
194,386
224,404
991,656
202,679
15,098,110
11,792,644
3,463,396
5,301,024
7,146,853
0
27,703,917
Z]
4,510,327
699,626
715,358
(23,486)
8,350,459
3,971,237
18,223,521
HI
2,075,970
2,614,839
483,224
372,699
5,546,732
$132,638,770
114,494,000
150,000
145,800
15,700
6,136,000
977,000
11,000
101,000
490,000
389,000
983,662
142,200
297,000
35,000
30,000
17,000
682,000
64,000
9,000
10,675,362
23,056,080
3,123,350
7,748,889
2,284,723
0
36,213,042
2,577,202
1,645,709
867,000
2,555,000
1,811,000
4,608,388
14,064,299
2,745,300
790,000
28,000
16,000
3,579,300
$179,026,003
ANUbS
ESTIMATED FUND
EXPENDITURES TRANSFERS
111,748,814 *
(178,000)
(7,886,174)
111,748,814
0
0
0
5,227,604
359,048
14,000
0
612,615
555,897 178,000
947,796
110,162
140,129
32,231
0
0
470,342
0
8,521
8,478,345
26,946,333 * (400,000)
3,434,343
8,836,056
2,378,543
0
41,595,275
1,817,264
1,598,795 400,000
914,000
2,485,989
0
5,918,716
12,734,764
2,979,374
76,925
228,951
45,000
3,330,250
$177,887,448 ($7,886,174)
PROJECTED
BALANCE
JUNE 30, 2007
68,811,676
(178,000)
(7,886,174)
60,747,502
787,156
163,457
48,886
1,277,593
9,882,289
262,950
185,246
466,163
245,461
781,536
977,883
268,301
88,970
130,974
211,386
436,062
1,055,656
203,158
17,473,127
7,502,391
3,152,403
4,213,857
7,053,033
0
21,921,684
5,270,265
1,146,540
668,358
45,525
10,161,459
2,660,909
19,953,056
1,841,896
3,327,914
282,273
343,699
5,795,782
$125,891,151
* Includes fully funding liability for retiree health. General Fund's share is $4.8 million and Water's share is $2.7 million.
B-16
UPDATED CITY OF CARLSBAD
OPERATING FUNDS
7/33-/07
FUND
GENERAL FUND
ADVANCE FROM SOLID WASTE
ADVANCE TO MEDIAN FUND
ADVANCE TO SCCRA FUND
TRANSFER TO SOLID WASTE
TOTAL
SPECIAL REVENUE
POLICE ASSET FORFEITURE
COPS GRANT
POLICE GRANTS
HOUSING SECTION 8
HOUSING TRUST FUND
LIBRARY ENDOWMENT FUND
LIBRARY GIFTS/BEQUESTS
TREE MAINTENANCE
MEDIAN MAINTENANCE
STREET LIGHTING
BUENA VISTA CRK CHNL MNT
LLD#2
ARTS SPECIAL EVENTS
RECREATION DONATIONS
SENIOR DONATIONS
CDBG ENTITLEMENT
COMMUNITY ACTIVITY GRANTS
CULTURAL ARTS PROGRAM
TOTAL
ENTERPRISE
WATER OPERATIONS
RECYCLED WATER OPERATIONS
WASTEWATER OPERATIONS
SOLID WASTE MANAGEMENT
GOLF COURSE
TOTAL
INTERNAL SERVICE
WORKER'S COMP SELF INSUR
RISK MANAGEMENT
SELF-INSURED BENEFITS
VEHICLE MAINTENANCE
VEHICLE REPLACEMENT
INFORMATION TECHNOLOGY
TOTAL
REDEVELOPMENT
VILLAGE OPERATIONS / DEBT SVC
VILLAGE LOW/MOD INCOME HOUSING
SCCRA OPERATIONS / DEBT SVC
SCCRA LOW/MOD INCOME HOUSING
TOTAL
TOTAL OPERATING FUNDS
PROJECTED
PROJECTED
BALANCE
JULY 1,2007
| 60,747,502
60,747,502
I
787,156
163,457
48,886
1,277,593
9,882,289
262,950
185,246
466,163
245,461
781,536
977,883
268,301
88,970
130,974
211,386
436,062
1,055,656
203,158
17,473,127
I
7,502,391
3,152,403
4,213,857
7,053,033
0
21,921,684
I
5,270,265
1,146,540
668,358
45,525
10,161,459
2,660,909
19,953,056
I
1,841,896
3,327,914
282,273
343,699
5,795,782
$125,891,151
FUND BALANCES
ESTIMATED
REVENUES
120,999,000
120,999,000
73,000
192,000
0
5,962,679
612,000
10,000
0
485,391
365,630
950,661
143,000
476,623
121,875
0
0
672,080
40,000
7,000
10,111,939
25,118,399
3,746,016
8,739,771
3,019,853
0
40,624,039
2,075,420
1,388,887
950,666
2,712,963
2,247,598
5,355,500
14,731,034
2,766,500
806,967
4,000
14,000
3,591,467
$190,057,479
ADOPTED FUND
BUDGET TRANSFERS
116,470,758
136,000
(108,000)
(200,000)
(138,800)
116,470,758
140,351
219,746
0
6,020,512
436,366
12,350
0
598,368
709,226 108,000
1,244,978
90,600
248,434
59,520
16,200
64,500
602,848
30,000
26,100
10,520,099
26,048,581
4,971,322
10,846,430
3,300,761 2,800
0
45,167,094
2,028,576
1,349,977
967,540
2,745,984
865,000
5,034,921
12,991,998
1,609,336
95,604
180,293 200,000
43,595
1,928,828
$187,078,777 $0
PROJECTED
RESERVED BALANCE
BALANCES JUNE 30, 2008
65,275,744
136,000
(108,000)
(200,000)
(138,800)
64,964,944
719,805
135,711
48,886
1,219,760
10,057,923
260,600
185,246
353,186
9,865
487,219
1,030,283
496,490
151,325
114,774
146,886
505,294
(1,000,000) 65,656
184,058
16,172,967
6,572,209
1,927,097
2,107,198
6,774,925
0
17,381,429
(3,400,000) 1,917,109
(750,000) 435,450
651,484
12,504
(5,000,000) 6,544,057
(1,710,601) 1,270,887
10,831,491
2,999,060
4,039,277
305,980
314,104
7,658,421
($11,860,601) $117,009,252]
B-17
UPDATED CITY OF CARLSBAD
OPERATING FUNDS
l|ar/>7
REVENUE SOURCE
GENERAL FUND
TAXES
PROPERTY TAX
SALES TAX
TRANSIENT TAX
FRANCHISE TAX
BUSINESS LICENSE TAX
TRANSFER TAX
TOTAL TAXES
INTERGOVERNMENTAL
VEHICLE LICENSE FEES
OTHER
TOTAL INTERGOVERNMENTAL
LICENSES AND PERMITS
BUILDING PERMITS
OTHER LICENSES & PERMITS
TOTAL LICENSES & PERMITS
CHARGES FOR SERVICES
PLANNING FEES
BUILDING DEPT. FEES
ENGINEERING FEES
AMBULANCE FEES
RECREATION FEES
OTHER CHARGES OR FEES
TOTAL CHARGES FOR SERVICES
FINES AND FORFEITURES
INCOME FROM INVESTMENTS
AND PROPERTY-
INTERDEPARTMENTAL CHARGES
OTHER REVENUE SOURCES
TOTAL GENERAL FUND
ACTUAL
REVENUE
2005-06
HI
$38,041,495
27,294,382
11,512,552
5,429,31 1
3,039,678
1,905,842
87,223,260
587,179
515,062
1,102,241
1,375,736
1,128,284
2,504,020
890,672
998,840
1,825,354
1,685,850
1,581,370
769,587
7,751,673
1,063,268
2,411,227
2,611,380
1,280,462
105,947,531
REVENUE ESTIMATES
PROJECTED
REVENUE
2006-07
$44,921,000
28,000,000
12,827,000
5,324,000
3,200,000
993,000
95,265,000
604,000
1,239,000
1,843,000
930,000
1,000,000
1,930,000
1,000,000
1,036,000
1,830,000
1,500,000
1,630,000
770,000
7,766,000
1,050,000
3,710,000
2,180,000
750,000
114,494,000
ESTIMATED
REVENUE
2007-08
$49,963,000
28,501,000
13,648,000
5,623,000
3,280,000
1,013,000
102,028,000
625,000
2,258,000
2,883,000
721,000
875,000
1,596,000
443,000
680,000
1,025,000
1,565,000
1,685,000
796,000
6,194,000
1,086,000
3,892,000
2,570,000
750,000
120,999,000
AS%
OF FY 06-07
PROJECTED
11.2%
1.8%
6.4%
5.6%
2.5%
2.0%
7.1%
3.5%
82.2%
56.4%
-22.5%
-12.5%
-17.3%
-55.7%
-34.4%
-44.0%
4.3%
3.4%
3.4%
-20.2%
3.4%
4.9%
17.9%
0.0%
5.7%
DIFFERENCE
2006-07 TO
2007-08
5,042,000
501,000
821,000
299,000
80,000
20,000
6,763,000
21,000
1,019,000
1,040,000
(209,000)
(125,000)
(334,000)
(557,000)
(356,000)
(805,000)
65,000
55,000
26,000
(1,572,000)
36,000
182,000
390,000
0
6,505,000
* Interest is calculated on an amortized cost basis.
B-18
UPDATED CITY OF CARLSBAD
OPERATING FUNDS
/ /cfl'3S/o7
REVENUE SOURCE
| SPECIAL REVENUE FUNDS
POLICE ASSET FORFEITURE
ASSET FORFEITURES
INTEREST
TOTAL
COPS GRANT
STATE FUNDING (AB3229)
INTEREST
TOTAL
POLICE GRANTS
FEDERAL GRANT
INTEREST
TOTAL
HOUSING - SECTION 8
FEDERAL GRANT
INTEREST
OTHER
TOTAL
HOUSING TRUST FUND
AFFORDABLE HOUSING FEES
FEDERAL GRANT
INTEREST
OTHER
TOTAL
LIBRARY ENDOWMENT FUND
INTEREST
TOTAL
LIBRARY GIFTS/BEQUESTS
GIFTS/BEQUESTS
INTEREST
TOTAL
ACTUAL
REVENUE
2005-06
1
114,926
13,302
128,228
137,284
(1,237)
136,047
21,690
216
21,906
6,013,874
1,576
13,256
6,028,706
57,017
295,406
240,700
847,584
1,440,707
6,332
6,332
88,955
2,948
91,903
REVENUE ESTIMATES
PROJECTED
REVENUE
2006-07
125,000
25,000
150,000
140,000
5,800
145,800
15,000
700
15,700
6,100,000
10,000
26,000
6,136,000
24,000
0
450,000
503,000
977,000
11,000
11,000
96,000
5,000
101,000
ESTIMATED
REVENUE
2007-08
50,000
23,000
73,000
190,000
2,000
192,000
0
0
0
5,951,179
1,500
10,000
5,962,679
57,000
0
480,000
75,000
612,000
10,000
10,000
0
0
0
AS%
OF FY 06-07
PROJECTED
-60.0%
-8.0%
-51.3%
35.7%
-65.5%
31.7%
-100.0%
-100.0%
-100.0%
-2.4%
-85.0%
-61.5%
-2.8%
137.5%
0.0%
6.7%
-85.1%
-37.4%
-9.1%
-9.1%
-100.0%
-100.0%
-100.0%
DIFFERENCE
2006-07 TO
2007-08
(75,000)
(2,000)
(77,000)
50,000
(3,800)
46,200
(15,000)
(700)
(15,700)
(148,821)
(8,500)
(16,000)
(173,321)
33,000
0
30,000
(428,000)
(365,000)
(1,000)
(1,000)
(96,000)
(5,000)
(101,000)
B-19
UPDATED CITY OF CARLSBAD
OPERATING FUNDS
^/3J/o7
REVENUE SOURCE
TREE MAINTENANCE
TREE MAINTENANCE FEES
INTEREST
TOTAL
MEDIAN MAINTENANCE
MEDIAN MAINTENANCE FEES
INTEREST
TOTAL
STREET LIGHTING
STREET LIGHTING FEES
INTERDEPARTMENTAL
OTHER
INTEREST
TOTAL
BUENA VISTA CREEK CHNL MAINT
BUENA VISTA FEES
INTEREST
TOTAL
LLD#2
LLD #2 FEES
INTEREST
OTHER
TOTAL
ARTS SPECIAL EVENTS
DONATIONS
INTEREST
TOTAL
RECREATION DONATIONS
DONATIONS
INTEREST
TOTAL
HI
ACTUAL
REVENUE
2005-06
465,439
15,453
480,892
397,696
717
398,413
715,034
28,000
189,530
25,900
958,464
99,911
19,938
119,849
121,753
650
6,000
128,403
70,562
(103)
70,459
14,290
2,195
16,485
:VbNUb tS IIMA 1 tS
PROJECTED
REVENUE
2006-07
464,000
26,000
490,000
388,000
1,000
389,000
718,000
28,000
200,662
37,000
983,662
100,200
42,000
142,200
290,000
4,000
3,000
297,000
32,000
3,000
35,000
25,000
5,000
30,000
ESTIMATED
REVENUE
2007-08
460,391
25,000
485,391
365,630
0
365,630
721,574
28,000
167,087
34,000
950,661
100,000
43,000
143,000
470,423
6,200
0
476,623
121,000
875
121,875
0
0
0
AS%
OF FY 06-07
PROJECTED
-0.8%
-3.9%
-0.9%
-5.8%
-100.0%
-6.0%
0.5%
0.0%
-16.7%
-8.1%
-3.4%
-0.2%
2.4%
0.6%
62.2%
55.0%
-100.0%
60.5%
278.1%
-70.8%
248.2%
-100.0%
0.0%
-100.0%
DIFFERENCE
2006-07 TO
2007-08
(3,609)
(1,000)
(4,609)
(22,370)
(1,000)
(23,370)
3,574
0
(33,575)
(3,000)
(33,001)
(200)
1,000
800
180,423
2,200
(3,000)
179,623
89,000
(2,125)
86,875
(25,000)
0
(30,000)
B-20
UPDATED CITY OF CARLSBAD
OPERATING FUNDS
*?|aT/07
REVENUE SOURCE
SENIOR DONATIONS
DONATIONS
INTEREST
TOTAL
CDBG ENTITLEMENT
FEDERAL GRANT
INTEREST
OTHER
TOTAL
COMMUNITY ACTIVITY GRANTS
INTEREST
TOTAL
CULTURAL ARTS PROGRAM
INTEREST
TOTAL
TOTAL SPECIAL REVENUE FUNDS
HI
ACTUAL
REVENUE
2005-06
10,598
4,448
15,046
1,046,363
76,622
66,572
1,189,557
23,049
23,049
4,973
4,973
11,259,419
: V CNUt CS 1 IM A 1 tS
PROJECTED
REVENUE
2006-07
9,000
8,000
17,000
590,000
48,000
44,000
682,000
64,000
64,000
9,000
9,000
10,675,362
ESTIMATED
REVENUE
2007-08
0
0
0
602,080
35,000
35,000
672,080
40,000
40,000
7,000
7,000
10,111,939
AS%
OF FY 06-07
PROJECTED
-100.0%
-100.0%
-100.0%
2.1%
-27.1%
-20.5%
-1.5%
-37.5%
-37.5%
-22.2%
-22.2%
-5.3%
DIFFERENCE
2006-07 TO
2007-08
(9,000)
(8,000)
(9,000)
12,080
(13,000)
(9,000)
(9,920)
(24,000)
(24,000)
(2,000)
(2,000)
(563,423)
B-21
UPDATED CITY OF CARLSBAD
OPERATING FUNDS
°l\^\o-j
REVENUE SOURCE
(ENTERPRISE FUNDS
WATER OPERATIONS
WATER SALES
READY TO SERVE CHARGES
PROPERTY TAXES
NEW ACCOUNT CHARGES
BACK-FLOW PROGRAM FEES
PENALTY FEES
INTEREST
ENGINEERING OVERHEAD
SERVICE CONNECTION FEES
AGRICULTURAL CREDITS
OTHER
TOTAL
RECYCLED WATER
WATER SALES
READY-TO-SERVE CHARGE
RECYCLED WATER CREDITS
INTEREST
OTHER
TOTAL
WASTEWATER OPERATIONS
SERVICE CHARGES
MISC SEWER
ENGINEERING OVERHEAD
PENALTY FEES
INTEREST
OTHER
TOTAL
SOLID WASTE MANAGEMENT
INTEREST
RECYCLING FEES (AB939)
PENALTY FEES
STATE GRANT
TRASH SURCHARGE
OTHER
TOTAL
GOLF COURSE
OTHER
OPERATIONS
INTEREST
TOTAL
TOTAL ENTERPRISE FUNDS
Ml
ACTUAL
REVENUE
2005-06
1
13,689,338
3,899,822
2,257,123
136,790
109,886
245,007
343,809
169,563
168,173
100,024
177,388
21,296,923
1,324,484
108,235
588,936
90,666
11,815
2,124,136
6,707,125
19,587
159,675
74,205
155,154
26,241
7,141,987
160,058
283,280
48,403
29,214
1,561,061
12,694
2,094,710
18,996
0
532,154
551,150
33,208,906
ZVtNUt tS 1 IMA 1 tS
PROJECTED
REVENUE
2006-07
14,996,100
4,150,000
2,369,980
100,000
115,000
250,000
500,000
130,000
140,000
105,000
200,000
23,056,080
1,575,130
130,000
784,220
240,000
394,000
3,123,350
7,300,000
19,759
164,465
74,852
162,193
27,620
7,748,889
286,145
294,612
50,339
25,531
1,608,582
19,514
2,284,723
0
0
0
0
36,213,042
ESTIMATED
REVENUE
2007-08
16,218,282
5,101,622
2,488,479
97,000
117,300
255,000
326,216
133,900
135,800
100,800
144,000
25,118,399
2,014,741
139,100
1,026,079
166,096
400,000
3,746,016
8,300,612
19,953
169,399
75,589
145,770
28,448
8,739,771
283,817
306,397
52,353
25,000
2,352,286
0
3,019,853
0
0
0
0
40,624,039
AS%
OF FY 06-07
PROJECTED
8.2%
22.9%
5.0%
-3.0%
2.0%
2.0%
-34.8%
3.0%
-3.0%
-4.0%
-28.0%
8.9%
27.9%
7.0%
30.8%
-30.8%
1.5%
19.9%
13.7%
1.0%
3.0%
1.0%
-10.1%
3.0%
12.8%
-0.8%
4.0%
4.0%
-2.1%
46.2%
-100.0%
32.2%
0.0%
0.0%
0.0%
0
12.2%
DIFFERENCE
2006-07 TO
2007-08
1,222,182
951,622
118,499
(3,000)
2,300
5,000
(173,784)
3,900
(4,200)
(4,200)
(56,000)
2,062,319
439,611
9,100
241,859
(73,904)
6,000
622,666
1,000,612
194
4,934
737
(16,423)
828
990,882
(2,328)
11,785
2,014
(531)
743,704
(19,514)
735,130
0
0
0
0
4,410,997
B-22
UPDATED CITY OF CARLSBAD
OPERATING FUNDS
<?/ar/o7
REVENUE SOURCE
| INTERNAL SERVICE FUNDS
WORKERS' COMP SELF-INSURANCE
INTEREST
INTERDEPARTMENTAL
OTHER
TOTAL
LIABILITY SELF-INSURANCE
INTEREST
INTERDEPARTMENTAL
OTHER
TOTAL
SELF-INSURED BENEFITS
OTHER
INTERDEPARTMENTAL
TOTAL
VEHICLE MAINTENANCE
INTERDEPARTMENTAL
OTHER
TOTAL
VEHICLE REPLACEMENT
INTERDEPARTMENTAL
INTEREST
OTHER
TOTAL
INFORMATION TECHNOLOGY
INTERDEPARTMENTAL
INTEREST
OTHER
TOTAL
TOTAL INTERNAL SERVICE FUNDS
ACTUAL
REVENUE
2005-06
1
83,156
2,200,238
70,446
2,353,840
21,391
1,284,458
31,113
1,336,962
44,113
804,367
848,480
2,651,519
(2,839)
2,648,680
785,771
205,965
39,516
1,031,252
4,126,814
86,994
29,879
4,243,687
12,462,901
REVENUE ESTIMATES
PROJECTED
REVENUE
2006-07
210,000
2,350,000
17,202
2,577,202
20,000
1,375,000
250,709
1,645,709
50,000
817,000
867,000
2,532,000
23,000
2,555,000
1,400,000
380,000
31,000
1,811,000
4,388,388
177,000
43,000
4,608,388
14,064,299
ESTIMATED
REVENUE
2007-08
225,000
1,850,420
0
2,075,420
15,887
1,373,000
0
1,388,887
60,666
890,000
950,666
2,712,963
0
2,712,963
1,872,598
350,000
25,000
2,247,598
5,225,500
130,000
0
5,355,500
14,731,034
AS%
OF FY 06-07
PROJECTED
7.1%
-21.3%
-100.0%
-19.5%
-20.6%
-0.2%
-100.0%
-15.6%
21.3%
8.9%
9.7%
7.2%
-100.0%
6.2%
33.8%
-7.9%
-19.4%
24.1%
19.1%
-26.6%
-100.0%
16.2%
4.7%
DIFFERENCE
2006-07 TO
2007-08
15,000
(499,580)
(17,202)
(501,782)
(4,113)
(2,000)
(250,709)
(256,822)
10,666
-100.0%
83,666
180,963
(23,000)
157,963
472,598
(30,000)
(6,000)
436,598
837,112
(47,000)
(43,000)
747,112
666,735
B-23
UPDATED CITY OF CARLSBAD
OPERATING FUNDS
?/»r/07
REVENUE SOURCE
(REDEVELOPMENT FUNDS
VILLAGE OPERATIONS / DEBT SERVICE
RENTAL INCOME
TAX INCREMENT
INTEREST
OTHER
TOTAL
VILLAGE LOW AND MOD INCOME HSNG
TAX INCREMENT
INTEREST
OTHER
TOTAL
SCCRA OPERATIONS / DEBT SERVICE
TAX INCREMENT
OTHER
INTEREST
TOTAL
SCCRA LOW AND MOD INCOME HSNG
TAX INCREMENT
INTEREST
TOTAL
TOTAL REDEVELOPMENT FUNDS
ACTUAL
REVENUE
2005-06
86,486
2,376,529
24,785
21,675
2,509,475
594,132
139,716
0
733,848
8,040
20,000
20,150
48,190
2,680
9,073
11,753
3,303,266
REVENUE ESTIMATES
PROJECTED
REVENUE
2006-07
45,000
2,600,000
90,000
10,300
2,745,300
650,000
140,000
0
790,000
0
10,000
18,000
28,000
0
16,000
16,000
3,579,300
ESTIMATED
REVENUE
2007-08
37,500
2,648,000
70,000
11,000
2,766,500
661,967
145,000
0
806,967
0
0
4,000
4,000
0
14,000
14,000
3,591,467
AS%
OF FY 06-07
PROJECTED
-16.7%
1.9%
-22.2%
6.8%
0.8%
1.8%
3.6%
0.0%
2.2%
0.0%
-100.0%
-77.8%
-85.7%
0.0%
-12.5%
-12.5%
0.3%
DIFFERENCE
2006-07 TO
2007-08
(7,500)
48,000
(20,000)
700
21,200
11,967
5,000
0
16,967
0
(10,000)
(14,000)
(24,000)
0
(2,000)
(2,000)
12,167
[TOTAL OPERATING $166,182,023 $179,026,003 $190,057,479 6.2% $11,031,476 I
B-24
UPDATED CITY OF CARLSBAD
OPERATING FUNDS
°fl^/07
DEPARTMENT
GENERAL FUND
BUDGET EXPENDITURE SCHEDULE
2004-05
ACTUALS
I
2005-06
ACTUALS
2006-07
ESTIMATED
EXPENDITURES
2006-07
ADOPTED
BUDGET
POLICY AND LEADERSHIP GROUP
CITY COUNCIL
CITY MANAGER
COMMUNICATIONS
CITY CLERK
CITY ATTORNEY
CITY TREASURER
318,974
1,134,006
714,618
129,805
1,094,532
159,439
TOTAL POLICY/LEADERSHIP GROUP 3,551 ,374
ADMINISTRATIVE SERVICES
ADMINISTRATION
FINANCE
HUMAN RESOURCES
RECORDS MANAGEMENT
519,240
2,514,618
1,703,114
736,280
TOTAL ADMINISTRATIVE SERVICES 5,473,252
PUBLIC SAFETY
POLICE
FIRE
TOTAL PUBLIC SAFETY
COMMUNITY DEVELOPMENT
COMMUNITY DEVEL ADMIN
GEOGRAPHIC INFORMATION
ECONOMIC DEVELOPMENT
PLANNING
BUILDING
20,578,295
12,840,572
33,418,867
766,522
278,193
192,449
3,418,954
1 ,844,495
TOTAL COMMUNITY DEVELOPMENT 6,500,613
COMMUNITY SERVICES
LIBRARY
CULTURAL ARTS PROGRAM
RECREATION
SENIOR PROGRAMS
TOTAL COMMUNITY SERVICES
8,230,016
784,317
4,830,031
721,538
14,565,902
336,692
1,281,088
965,214
143,395
1,126,898
161,239
4,014,526
541,333
2,526,183
1,989,763
803,838
5,861,117
22,271,585
13,856,441
36,128,026
913,458
435,237
179,969
3,059,069
2,122,622
6,710,355
8,720,695
816,222
5,150,261
723,763
15,410,941
359,770
1,361,030
913,199
227,179
1,198,760
167,997
4,227,935
764,155
3,002,450
2,355,561
910,839
7,033,005
24,396,773
16,453,291
40,850,064
916,529
430,034
188,768
3,218,939
2,265,928
7,020,198
9,305,149
890,794
5,682,609
800,642
16,679,194
367,390
1 ,337,951
1,107,724
253,179
1,204,032
183,500
4,453,776
743,482
2,970,499
2,242,796
880,095
6,836,872
23,630,515
15,579,211
39,209,726
741 ,860
418,433
213,608
3,292,390
2,254,670
6,920,961
9,392,745
815,384
5,509,959
898,627
16,616,715
2007-08
FINAL
BUDGET
392,144
1,625,349
1,048,217
163,669
1,264,233
192,675
4,686,287
1,054,532
3,049,051
2,844,348
924,501
7,872,432
25,864,578
17,181,178
43,045,756
706,926
556,882
321,539
4,554,556
2,344,732
8,484,635
9,636,275
842,916
5,764,780
994,046
17,238,017
%INCR (DEC)
06-07 BUD
TO
07-08 BUD
6.7%
21.5%
-5.4%
-35.4%
5.0%
5.0%
5.2%
41 .8%
2.6%
26.8%
5.0%
15.1%
9.5%
10.3%
9.8%
-4.7%
33.1%
50.5%
38.3%
4.0%
22.6%
2.6%
3.4%
4.6%
10.6%
3.7%
NOTE: Estimated expenditures may exceed Adopted Budget since they include prior year budget appropriations.
B-25
UPDATED CITY OF CARLSBAD
OPERATING FUNDS
iks-lo?
DEPARTMENT
PUBLIC WORKS
PUBLIC WORKS ADMIN
ENGINEERING
FACILITIES MAINTENANCE
PARK MAINTENANCE
STREET MAINTENANCE
TRAFFIC SIGNAL MAINT
TRAILS MAINTENANCE
TOTAL PUBLIC WORKS
NON-DEPARTMENTAL
COMMUNITY PROMOTION
COMMUNITY CONTRIBUTIONS
BEACH PARKING
HOSP GROVE PAYMENT
BUDGET EXPENDITURE SCHED
2004-05
ACTUALS
874,618
5,873,943
2,949,783
3,619,918
2,468,340
575,776
76,273
16,438,651
505,831
46,365
0
800,000
PROPERTY TAX AND OTHER ADMIN 415,782
DUES & SUBSCRIPTIONS 56,701
INFRASTRUCTURE REPLACE TRANS 3,830,000
MANAGEMENT INCENTIVE PAY
DISASTER PREPAREDNESS
LEGAL SERVICES
TRANSFER TO CIP
MISC / TRANSFERS OUT
TOTAL NON-DEPARTMENTAL
SUBTOTAL GENERAL FUND
CONTINGENCIES
TOTAL GENERAL FUND
0
1 ,694,332
12,959
1 ,037,535
106,382
8,505,887
88,454,546
0
88,454,546
2005-06
ACTUALS
908,189
6,077,519
3,246,660
4,078,500
2,641 ,550
953,587
132,537
18,038,542
338,668
66,500
2,434
800,000
385,531
58,207
4,250,000
0
5,499,701
118,029
600,000
100,491
12,219,561
98,383,068
0
98,383,068
ULE
2006-07
ESTIMATED
EXPENDITURES
1,173,173
7,908,284
3,715,344
4,859,426
3,599,410
743,406
274,420
22,273,463
0
0
36,000
275,000
446,150
75,200
7,200,000
560,000
0
250,000
0
4,822,605
13,664,955
111,748,814
0
111,748,814
2006-07
ADOPTED
BUDGET
977,632
7,208,940
3,786,086
4,749,395
2,907,163
1,013,807
322,658
20,965,681
0
0
36,000
275,000
446,150
75,200
7,200,000
560,000
0
250,000
0
216,000
9,058,350
104,062,081
2,300,000
106,362,081
2007-08
FINAL
BUDGET
1,123,216
8,827,909
3,823,980
5,208,007
3,060,435
738,997
338,789
23,121,333
60,000
0
36,000
275,000
550,600
75,700
7,900,000
635,000
0
250,000
0
0
9,782,300
114,230,760
2,240,000
116,470,758
%INCR (DEC)
06-07 BUD
TO
07-08 BUD
14.9%
22.5%
1 .0%
9.7%
5.3%
-27.1%
5.0%
10.3%
-
0.0%
0.0%
23.4%
0.7%
9.7%
13.4%
-
0.0%
-
-100.0%
8.0%
9.8%
-2.6%
9.5%
B-26
UPDATED CITY OF CARLSBAD
°\ (Wo?
DEPARTMENT
(SPECIAL REVENUE FUNDS
POLICE ASSET FORFEITURE
COPS FUND
POLICE GRANTS
HOUSING SECTION 8
HOUSING TRUST
LIBRARY ENDOWMENT FUND
LIBRARY GIFTS/BEQUESTS
TREE MAINTENANCE
MEDIAN MAINTENANCE
STREET LIGHTING
BUENA VISTA CRK CHNL MNT
LLD#2
ARTS SPECIAL EVENTS
SENIOR DONATIONS
CDBG ENTITLEMENT
COMMUNITY ACTIVITY GRANTS
CULTURAL ARTS PROGRAM
RECREATION DONATIONS
TOTAL SPECIAL REVENUE FUNDS
ENTERPRISE FUNDS
WATER OPERATIONS
RECYCLED WATER OPERATIONS
WASTEWATER OPERATIONS
SOLID WASTE MANAGEMENT
TOTAL ENTERPRISE FUNDS
[INTERNAL SERVICE FUNDS
WORKERS COMP SELF INSURANCE
LIABILITY SELF-INSURANCE
SELF-INSURED BENEFITS
VEHICLE MAINTENANCE
• VEHICLE REPLACEMENT
INFORMATION TECHNOLOGY
TOTAL INTERNAL SERVICE FUNDS
OPERATING FUNDS
BUDGET EXPENDITURE SCHEDULE
2006-07
2004-05 2005-06 ESTIMATED
ACTUALS ACTUALS EXPENDITURES
36,327
214,084
29,230
6,430,184
1,537,414
8,400
59,553
688,631
527,712
986,145
102,848
33,443
40,903
6,360
708,862
49,605
13,579
5,040
1 1 ,478,320
19,132,705
1,899,952
6,759,281
1,488,108
29,280,046
2,251 ,837
2,720,853
739,008
2,032,105
1,143,737
4,355,566
13,243,106
81,952
118,389
13,905
5,732,311
252,157
10,050
117,072
603,624
557,833
1,166,130
44,783
53,057
40,005
8,697
965,152
28,058
13,241
1 1 ,670
9,818,086
22,677,472
3,063,364
11,732,177
1,703,055
39,176,068
1,333,262
825,491
1,035,587
2,391 ,685
1 ,256,387
4,121,440
10,963,852
0
0
0
5,227,604
359,048
14,000
0
612,615
555,897
947,796
110,162
140,129
32,231
0
470,342
0
8,521
0
8,478,345
26,946,333
3,434,343
8,836,056
2,378,543
41,595,275
1,817,264
1,598,795
914,000
2,485,989
0
5,918,716
12,734,764
2006-07
ADOPTED
BUDGET
108,510
141,532
0
6,144,692
433,785
14,000
0
561,909
534,302
1,080,408
96,500
129,683
69,461
0
590,353
30,000
18,000
0
9,953,135
25,368,385
3,683,660
8,679,673
2,338,824
40,070,542
2,322,112
1,473,618
771,000
2,572,977
940,000
5,347,474
13,427,181
2007-08
FINAL
BUDGET
140,351
219,746
0
6,020,512
436,366
12,350
0
598,368
709,226
1 ,244,978
90,600
248,434
59,520
64,500
602,848
30,000
26,100
16,200
10,520,099
26,048,581
4,971 ,322
10,846,430
3,300,761
45,167,094
2,028,576
1,349,977
967,540
2,745,984
865,000
5,034,921
12,991,998
%INCR (DEC)
06-07 BUD
TO
07-08 BUD
29.3%
55.3%
-
-2.0%
0.6%
-11.8%
-
6.5%
32.7%
15.2%
-6.1%
91.6%
-14.3%
2.1%
0.0%
45.0%
-
5.7%
2.7%
35.0%
25.0%
41.1%
12.7%
-12.6%
-8.4%
25.5%
6.7%
-8.0%
-5.8%
-3.2%
NOTE: Estimated expenditures may exceed Adopted budget since they include prior year budget appropriations.
B-27
UPDATED CITY OF CARLSBAD
OPERATING FUNDS
/ .
Q I •)<r\ (J2~)' / /
DEPARTMENT
[REDEVELOPMENT
BUDGET EXPENDITURE SCHEDULE
2004-05
ACTUALS
I
VILLAGE OPERATIONS / DEBT SVC 5,657,983
VILLAGE LOW/MOD INCOME HSNG 70,61 3
SCCRA OPERATIONS /DEBT SVC 776,091
SCCRA LOW/MOD INCOME HSNG 36,995
TOTAL REDEVELOPMENT 6,541 ,682
2005-06
ACTUALS
3,325,504
67,190
461,968
30,149
3,884,81 1
2006-07
ESTIMATED
EXPENDITURES
2,979,374
76,925
228,951
45,000
3,330,250
%INCR (DEC)
2006-07
ADOPTED
BUDGET
1,525,511
93,775
206,831
42,535
1,868,652
2007-08
FINAL
BUDGET
1,609,336
95,604
180,293
43,595
1,928,828
06-07 BUD
TO
07-08 BUD
5.5%
2.0%
-12.8%
2.5%
3.2%
TOTAL OPERATING FUNDS 148,997,700 162,225,885 177,887,448 171,681,591 187,078,777 9.0%
B-28