HomeMy WebLinkAbout2008-06-10; City Council; 19472; FY 2008/09 Preliminary Operating Budget workshopCITY OF CARLSBAD - AGENDA BILL 14
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06-10-08
FIN
FISCAL YEAR 2008-09 PRELIMINARY
OPERATING BUDGET WORKSHOP
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CITY MGR. frl^
RECOMMENDED ACTION:
Accept report. Set public hearing for June 24, 2008.
ITEM EXPLANATION:
The Operating Budget work session on June 10, 2008 is an opportunity for the City Council to
review the Fiscal Year 2008-09 Preliminary Operating Budget. City staff will be making
presentations and will also be available to answer questions. The preliminary Capital
Improvement Program was presented to the City Council at the May 20, 2008 City Council
meeting.
In addition, a Citizens' Budget Workshop will be held on Thursday, June 12, 2008, at 6:00
p.m. at the Faraday Center, 1635 Faraday Avenue, Room 173B, to provide the public with an
opportunity to discuss the Operating Budget and Capital Improvement Program with staff. The
public hearing and adoption of the FY 2008-09 Operating Budget and Capital Improvement
Program is scheduled for the June 24, 2008 Council meeting.
2008-09 BUDGET OVERVIEW:
The Preliminary Operating Budget for Fiscal Year 2008-09 totals $195.1 million, which
represents an increase of $8.0 million, or 4.3%, over the adopted FY 2007-08 budget.
Operating revenues are estimated at $199.2 million, which is a $6.6 million increase, or 3.4%,
over the current year projections. The recommended General Fund budget is $118.3 million
with estimated revenues of $120.7 million. This is a 0.4% increase in the estimated General
Fund revenues and a 1.6% increase in the budgeted expenditures for the year.
General Fund Revenues - The majority of the City's General Fund revenues come from taxes.
Property taxes are expected to grow to over $50 million in the next year. This is an increase of
5.2% from FY 2007-08 projections. The FY 2008-09 property tax revenue is based on the
assessed value of property in Carlsbad, which is estimated to increase by 5% as provided by
the County Assessor in May 2008, as well as a conservative assumption for new development.
As the economy slows, housing prices decline, and the City approaches build-out, the growth in
property taxes is expected to moderate.
Sales taxes are expected to total $28.5 million for FY 2008-09, the same as FY 2007-08
projections. These projections assume that the slow economy, high gasoline and diesel prices,
as well as high food costs, will result in no growth in sales tax. The FY 2008-09 revenues for
Transient Occupancy Taxes (TOT) are estimated at $14.8 million, an 8.8% increase over the
prior year projections. Franchise taxes are expected to remain relatively flat in FY 2008-09 at
$5.0 million.
FOR C/7T CLERKS USE ONLY.
COUNCIL ACTION: APPROVED
DENIED
CONTINUED
WITHDRAWN
AMENDED
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CONTINUED TO DATE SPECIFIC D
CONTINUED TO DATE UNKNOWN D
RETURNED TO STAFF D
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Development Revenues are estimated to be $2.9 million in FY 2008-09 as compared to $3.9
million projected in FY 2007-08. The 25% decline reflects a slow down in the economy and real
estate market.
General Fund Budgeted Expenditures - The General Fund contains most of the discretionary
revenues that funds the basic core of City services. The 2008-09 Preliminary Budget maintains
the level of services Carlsbad's citizens have come to expect. A few expenditures are
highlighted below:
Proposed New Positions - The FY 2008-09 Preliminary Operating budget proposes three
new full-time employees: one Custodian and a 0.5 Park Maintenance Worker in Public
Works, a 0.5 Systems Administrator I in Information Technology, and the reclassification of
1.0 limited-term Management Intern to a full-time Management Analyst in the City Manager's
Office. Two of the proposed full-time positions are needed due to the opening of two new
facilities in FY 2008-09. The net decrease in hourly staff totaled approximately 2.51 full-time
equivalents (FTE). These changes result in a City workforce of 714.25 full and three-quarter
time employees and 137.83 hourly FTE.
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 new Library Learning Center
and seven new tennis courts at Poinsettia Park are both anticipated to open August 2008.
The Public Works Department has requested one Custodian and 0.5 Park Maintenance
Worker, and the Information Technology Department has requested a 0.5 Systems
Administrator I to maintain and operate the new facilities in FY 2008-09.
Other Budget Requests - The FY 2008-09 Preliminary Operating Budget also includes the
following transfers and advances to other funds:
• $7.8 million transfer to the Infrastructure Replacement Fund to provide funding for
infrastructure replacement as needed in the future.
• $90,000 transfer to the Hosp Grove Debt Service Fund is needed for the final
scheduled debt service for bonds issued to purchase Hosp Grove.
• $321,000 advance to the Medians District is proposed to maintain current service
levels.
• $1.3 million advance to the Golf Course is proposed to cover operational costs. The
Golf Course is a new facility and there is very little history to support the budget
development. The Golf Course's budget and financials are on a calendar year basis.
For calendar year 2008, the Golf Course is projecting that revenues will be
approximately $400,000 less than anticipated. This is primarily due to the economic
slowdown and unseasonably poor weather. In addition to the $400,000 additional
shortfall for calendar year 2008, the budget advance includes approximately $900,000
for the estimated calendar year 2009 shortfall. The shortfall is primarily due to the
habitat maintenance and monitoring requirements at the Golf Course. The $900,000
advance is an estimate, as the 2009 budget for the Golf Course will not be developed
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until the fall of 2008.
• Finally, the City Council's contingency account is proposed at $2.3 million in FY 2008-
09. This account is available to the City Council to address unanticipated emergencies
or unforeseen program needs.
Other Funds - The Enterprise Fund revenues, which include the water,. recycled water,
wastewater services, and solid waste management, are projected at $47.7 million, an increase
of $7.3 million over current year projections. The budgeted expenditures are estimated at $48.3
million for FY 2008-09, which is an increase of $3.1 million over the FY 2007-08 adopted
budget. Rate increases for water and wastewater enterprises are being recommended to fund
operations and the pass-through cost increases for water purchases. The proposed rate
increases would result in an estimated total monthly increase to an average household of
$10.71 per month, or 13.3%.
Revenues from Special Revenue funds are expected to total $11.2 million, a $1.1 million, or
8.9%, decrease from FY 2007-08. The expenditures are budgeted at $11.3 million. This is
$800,000, or 7.6%, higher than the FY 2007-08 adopted budget. The types of services
supported within Special Revenue funds include grants (Police, Section 8 Housing Assistance,
Community Development Block Grants), donations, special fees, and assessments (Affordable
Housing Trust fund, Maintenance Assessment Districts).
The combined Redevelopment Agency budget proposal totals $2.0 million. This is $100,000, or
5.3%, higher than the FY 2007-08 adopted budget. Revenues are estimated at $3.9 million, an
increase of $100,000, or 2.6% over current year projections.
More information about all of the City's projected revenues and Operating Budget
recommendations can be found in the attached exhibits.
FEES AND CHARGES FOR SERVICES
One of the City Council's goals is to annually evaluate fees and charges for services. Staff has
reviewed all of the fee schedules and is recommending the changes as shown on Exhibit 6, and
further discussed below.
GENERAL CITY FEES
• Facility Fees - Facilities fees are recommended to be increased approximately 2.5%
to keep pace with inflation.
• Water/Sewer Fees - As part of the ongoing financial management program, the City
annually prepares five-year forecasts for the Water and Wastewater funds. The
forecasts for the Water and Wastewater enterprises shows that rate increases are
needed to keep up with increases in water costs as well as the City's cost to maintain
its aging infrastructure. As mentioned earlier in this report, the proposed rate
increases would result in an estimated total monthly increase to an average
household of $10.71 per month, or 13.3%. Even with the proposed rate increases,
Carlsbad's rates are still among the lowest in the region.
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DEVELOPMENT RELATED SERVICE FEES
The estimated increases in costs for development related services are mainly due to
inflationary costs. Based on this, staff is recommending an approximate 2.5% increase to
keep pace with inflation. In previous years, City Council had adopted a 10% increase in
development fees in FY 2005-06, a 3.7% increase in FY 2006-07 and a 5% increase in FY
2007-08.
A complete listing of the current and proposed development-related service fees is shown in
Exhibit 6.
DEVELOPMENT IMPACT FEES
Each year, several development fees are adjusted by the change in the Engineering News
Record (ENR) Index as required by the respective fee programs. The adjusted fees are
attached in Exhibit 6.
EXHIBITS:
1 Fiscal Year 2008-09 Preliminary Budget (Overview).
2. Operating Funds, Projected Fund Balances for FY 2007-08 and FY 2008-09.
3. Operating Funds, Revenue Estimates for FY 2007-08 and FY 2008-09.
4. Operating Funds, Budget Expenditure Schedule FY 2005-06 through FY 2008-09.
5. Personnel Allocations for FY 2007-08 and FY 2008-09.
6. Update of City Fees and Charges for Services.
The Preliminary Operating Budget and Capital Improvement Program for Fiscal Year 2008-09
are on file with the City Clerk.
DEPARTMENT CONTACT: Lisa Irvine (760) 602-2430: Lirvin@ci.carlsbad.ca.us
Exhibit 1
CITY OF CARLSBAD
2008-09 PRELIMINARY BUDGET
Carlsbad is a full-service City providing the following:
• Police department •
• Fire department, including paramedic «
• Water delivery system «
• Sewer system «
• Solid waste services «
• Housing programs «
Development services
Street construction and maintenance
Library and Arts programs
Recreation programming for all ages
Park lands
Municipal Golf Course
School Programs and facilities are provided by four different school districts located within the
City boundaries. Although the City Council has no direct control over these school districts, the
Council recognizes the
importance of quality school
facilities and programs to
Carlsbad's residents. The
Council has worked closely
with the schools in the past,
and staff continues to meet
with them on a regular basis.
BUDGET PROCESS
The budget process for the
City of Carlsbad begins in
January each year, with a
review and update of the
City Council's five-year
vision statements. Through
the vision statements,
Council defines and clarifies
their vision of Carlsbad. The
City Council also provides
the City with their top 15
priority projects, which
further defines their vision.
The strategic goals for the
City are developed next.
These statements are
reflected in the box on the
right. The goals further
define the methods used to
achieve the vision and
highlight areas where
Council desires to place
special emphasis during the
year. Once the vision, goals
and priority projects are
developed, staff develops
City of Carlsbad Strategic Goals
Balanced Community Development - A city that connects community,
place and spirit, through balanced and economically sustainable land uses.
Citizen Connection and Partnership - A city that embraces Community
connectivity through the effective use of technological and interpersonal
mediums.
Communications - Ensure that community members, Council and staff are
well informed, continuing to be a more responsive government while providing a
high level of citizen confidence in its government.
Environmental Management - An environmentally sensitive community
by focusing on: conservation, storm water, sewage collection and treatment, solid
waste, and cost effective and efficient use of energy including alternative energy
sources.
Financial Health - Pursue and implement proactive strategies that support
sustainable economic health and manage City resources effectively.
Learning, Culture & Arts - Promote and support continuous learning,
cultural opportunities and the arts within the community and the City
organization.
Parks / Open Space / Trails - Acquire, develop and maintain a broad range
of open space and recreational facilities that actively address citizen needs which
are fiscally responsible, and are consistent with the General Plan and Growth
Management Standards.
Safe Community - Maintain a safe and secure community through
collaborative partnerships. Public safety providers support high standards, deliver
protection of life and property, and encourage community involvement in
prevention and preparedness efforts.
Transportation / Circulation - Provide and support a safe and efficient
transportation system that moves people, services and goods throughout
Carlsbad.
Water - Ensure, in the most cost-effective manner, water quality and reliability
to the maximum extent practical, to deliver high quality potable and reclaimed
water incorporating drought-resistant community principles.
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2004 2005
Rf»i GDP gro&ih is nwsouretf af
2006
'3/«? annual rates.
II IV I
2007 2008
Exhibit 1
operational goals based on Council's direction. These operational goals are the basis for the
development of the Operating Budget.
Carlsbad's Operating Budget is a tool that guides the achievement of Council's vision, goals,
and priority projects for the City. The budget allocates the resources, and sets the priorities for
all of the programs offered by the City. Thus, it is an integral part of making Carlsbad a
wonderful community in which to live, work and play. In addition, the budget is a fiscally
conservative balanced budget, to effectively sustain the community and essential City services
far into the future.
ECONOMIC PROFILE
Quarter-to-Quarter Growth in Real GOP
The US economy has experienced 6> i ;
steady growth over the past several
years, however the economy is now in a
slow down period which is expected to
last through calendar year 2008.
According to the Bureau of Economic
Analysis, the economy is expected to
grow at an annual rate of 0.6% in the
first quarter of 2008, which is the same
growth as the fourth quarter of 2007.
Final sales of computers contributed to
the positive increase while motor vehicle
output reduced the growth rate. While the US economy is slowing, a recession is not anticipated
by UCLA Anderson Forecast. The economists from UCLA believe that the economy will be
sluggish, however, they do not see the huge factory layoffs that have led to previous economic
downturns. Most economists do not share their optimism and believe the nation has already
entered into a recession or is about to enter one. Some of those who believe we are in or near a
recession include Former Treasury Secretary Larry Summers, billionaire Warren Buffet and
economists from firms including Goldman Sachs, Wells Fargo, Morgan Stanley, Merrill Lynch
and Northern Trust.
While UCLA Anderson Forecast is not expecting a recession, there are some unknowns that
may result in a higher risk potential. The housing market is expected to continue to be slow but
it is still unclear how slow it will be. With actual declines in housing prices, there may be more
risk to the economic outlook as more defaults on mortgages occur. In addition, UCLA Anderson
Forecast Senior Economist David Schulman warned that the growing limitation on credit could
help push the economy into a recession.
California's economy continues to slow as well. The Financial Times reports that "California,
the biggest state economy in the U.S., is either in recession or on the brink many economists
now believe." Increases in unemployment and the soft housing market with contraction of the
construction industry, have slowed California's economy. UCLA Anderson Forecast is predicting
that California's unemployment rate will be 6.3% by the end of 2008. The subprime mortgage
market has led the softening of the real estate market. Mortgage defaults are rising with the
potential of high foreclosure rates during the summer of 2008. All of these factors have helped
slow the California Economy and have caused economic uncertainty. This economic
uncertainty is at the forefront as the City of Carlsbad develops a preliminary budget for FY 2008-
09.
Locally, the San Diego economy has slowed as well, according to several local economists,
including University of San Diego (USD) economist Alan Gin. The University of San Diego's
Index of Leading Economic Indicators for San Diego County declined 1.4% in March 2008 which
has been falling 23 of the last 24 months. In March of 2008, there were sharp declines in three
of the six components including building permits, consumer confidence and help wanted
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Exhibit 1
advertising. For the rest of 2008, Alan Gin is predicting job growth either flat or negative and
continued weakness in the housing market. There were 193 building permits issued countywide
in March 2008 which is the lowest amount authorized since November 1992. According to Alan
Gin, job losses, as well as higher gasoline prices, are likely to continue to negatively impact the
local economy. A chart reflecting USD's economic indicators is reflected below.
index of Leading Economic Indicators
Sai; Dwyo Cmjmy. ;:OD5 ~ ;oc«
The total USD index for March 2008 is
122.7, which is down 12% from the
March 2007 index of 139.3. It is unclear
how much longer the index will continue
on this declining trend. What is clear is
that the real estate market and gasoline
prices have had a significant impact on
San Diego's economy and will very
likely continue to impact USD's
consumer confidence component of the
index.
Carlsbad's economy is tied closely to
that of the San Diego region, although
development patterns may differ. While Carlsbad experienced continued growth in FY 2007-08
in property taxes and Transient Occupancy Taxes (TOT), the growth is expected to slow due to
the uncertainty in the economy. Property taxes are expected to grow by approximately 9.5% in
FY 2007-08 which reflects the lag time between the payment of property taxes and the housing
price decline. TOT, the City's gauge of the tourism industry, are expected to end FY 2007-08
showing over a 5% gain, with a large part of that coming from the opening of several hotels
including the Sheraton Carlsbad Resort and Spa, Homewood Suites and Hampton Inn. Sales
taxes are slowing during FY 2007-08 due to the slower economy as well as a decline in auto
sales. However, even with the slow down, it is anticipated the City will receive an additional
$600,000 over FY 2006-07.
Carlsbad's residential real estate market has slowed significantly throughout FY 2007-08. For
FY 2007-08 through April, the City has issued 290 dwelling units as compared to 357 dwelling
units for FY 2006-07 for the same time frame. For Industrial and Commercial, the City has
permitted 963,295 square feet for FY 2007-08 through April, compared to 1,602,482 square feet
for FY 2006-07 for the same time frame. The number of permits is expected to continue to
decline due to a lack of supply of developable land and a slowing economy. There are a number
of new residential communities under construction or in the final phases of development that will
add to the residential housing stock in Carlsbad. The Villages of La Costa projects known as the
Oaks North, the Greens and the Ridge are under construction, and will add approximately 970
single-family and 450 multi-family units when complete. In addition, the Robertson Ranch area,
which is expected to contain over 1,000 residential units, is currently in the grading process. The
completion of these master planned communities will signal an end to the large-scale residential
developments in Carlsbad.
Median SFD Home Prices
$800
$700
$50°
2002 2003 2004 2005 2006 2007 2006
As the housing market has cooled,
the housing prices have declined as
well. The median price for single-
family homes in Carlsbad was
$750,000 for April 2007 compared to
$695,000 for April 2008, a decrease
of 7%. The total assessed values in
the City stand at over $22 billion; an
increase of nearly 55% over what
they were just five years ago. The
City is projecting it will add about
A-3
Exhibit 1
1,400 more residential units and an additional 2.5 million square feet of commercial/industrial
development over the next five years. The City's residential housing stock is about 90% built
out, with approximately 4,658 housing units remaining to develop.
Commercial and industrial development has been averaging 1,000,000 square feet per year
over the last five years. Due to the economic uncertainty, it is expected that commercial and
industrial development will average 500,000 square feet per year over the next five years with
the large industrial developments including Carlsbad Raceway, Oaks North Industrial Park, and
the La Costa Town Center. Some of the major companies in town include the Gemological
Institute of America, ViaSat, Invitrogen, Callaway, Taylor Made, Upper Deck, and many others.
Commercial development has brought much needed entertainment and shopping venues to
citizens and visitors alike, as well as generating additional sales taxes to help pay for City
services. Carlsbad is home to Car Country Carlsbad - an auto mall; the Carlsbad Premium
Outlets - a specialty outlet center; Plaza Camino Real - a regional shopping mall; a Costco
center; and the Forum at Carlsbad - a commercial center with upscale retail shops, restaurants
and other commercial uses.
Development has also enhanced Carlsbad's reputation as a destination resort for tourism. The
City is host to a major family theme park: Legoland, and has two luxury resorts available for its
visitors: the Four Seasons Resort at Aviara and the La Costa Resort & Spa. There are also a
number of other quality hotels and motels in the City, with the most recent additions being the
Sheraton Carlsbad Resort and Spa, Homewood Suites and Hampton Inn.
The City of Carlsbad opened a municipal golf course in the summer of 2007 which has further
enhanced the tourism attractions the City offers. The municipal golf course, The Crossings at
Carlsbad, is an 18-hole, destination golf course set in the rolling hills and canyons of Carlsbad.
With ocean views, high quality golf experience, a first class restaurant and clubhouse, and
linkages to hiking trails, The Crossings at Carlsbad will be a destination spot for golfers and
non-golfers alike.
It is the Council's goal to ensure that the City remains in good financial health, and there are a
number of steps the City has taken to attain that goal. One of the steps is the Growth
Management Plan. This plan was adopted by the citizens to ensure that all necessary public
facilities were constructed along with development. It also ensures that a financing plan is in
place to pay for the facilities prior to the development of the property.
In addition to the Growth Management Plan, the City also prepares a long-term financial model
for both the capital and operating needs of the City. With a growing city such as Carlsbad, it is
imperative that we plan for the impacts of the economy, serving new development and operating
new public facilities, as well as planning for capital needed to build them. Thus, the City
prepares a ten-year operating forecast for the General Fund, and a 20+ year Capital
Improvement Program. As part of the Capital Improvement Program, the City annually
calculates the amounts needed to pay for the various projects, and calculates the anticipated
operating budget impacts. In this way, the City can anticipate the effects of development from
both a capital and an operating perspective.
One important initiative the City has undertaken to ensure its financial health is the development
of an Infrastructure Replacement Fund. With this fund, the City sets aside money on an annual
basis for major maintenance and replacement of its infrastructure. Much of the City's
infrastructure is relatively new; thus, the City has not felt the full impact of maintenance
requirements. By setting aside funds now, the citizens of Carlsbad can be assured that the
proper maintenance and replacement, when needed, will be performed on streets, parks and
many facilities for which the City is responsible.
A-4
General Fund Revenues (Top 5)
100
80
inco • Other Franchise
a SDG&E Franchise
DTOT
• Property Tax
m Sales Tax
2002 2004 2006
Fiscal Year
2008e
Exhibit 1
Even with the economic
slowdown, Carlsbad's current
economic position is an
enviable one. A relatively
healthy and well diverse local
economy over the past ten
years provided additional
revenue-generating sites that
allowed the City to continue to
add new facilities and services
for the citizens. The City hosts
three regional shopping areas
within its boundaries; a large
regional mall, an outlet center,
and a high-end retail center in the southern part of town called The Forum. Together, these sites
contribute approximately $4.5 million annually to the City's sales taxes. The City's Auto Mall
generates another $6.0 million per year in sales taxes for the City. Legoland, a family theme
park, contributes to the City's sales tax base and stimulates the development of new hotels in
the area. The effect of the new development and the demand for housing in Carlsbad is an
increasing tax base. The four major revenue sources for the City: property taxes, sales taxes,
transient occupancy taxes (TOT), and franchise taxes, are expected to provide $98 million, or
82%, of the City's General Fund revenues in FY 2008-09. These taxes and fees are the major
source of funding for most of the City's services, and allow the City to live up to its reputation as
one of the premier locations in San Diego County.
The City's sales taxes are projected to be relatively flat for Fiscal Year 2008-09 due to the
slowdown in the economy. While the growth in housing prices is expected to moderate due to
the cooling of the real estate market, there is a lag with the property tax revenues and therefore,
according to the County Assessor, the City should expect property tax revenues to increase by
over 5% for FY 2008-09. New building permits are expected to continue to slow and the
development related revenue items have been reduced accordingly for Fiscal Year 2008-09.
And finally, tourism is expected to be impacted by lower consumer confidence including higher
gasoline prices, however TOT receipts are still projected to grow by almost 9% in the future,
with the addition of more available rooms. More information on all of the City's revenues and
programs can be found in the later sections of the document.
State of California - In addition to the economic uncertainty led by the slow
housing market and consumer confidence declines, the State of California's fiscal
problems also cast a shadow on the City's economic future. The State of California
has been in a severe fiscal crisis for a number of years. Through a variety of loans,
one-time revenues, interfund borrowings, and raids on city, county and special
district funds, it has been able to manage its cash flows and stay solvent. However, more drastic
measures will be needed for the state to finally get its budget in balance.
According to the Legislative Analyst's Office (LAO), the state is facing a significant budget deficit
in FY 2008-09 of approximately $22 billion. The LAO's analysis of the Governor's May Revise
Budget for FY 2008-09 reflects that the state is proposing to securitize lottery revenues, impose
expenditure reductions across the board, and further reductions to health and social services
programs to help reduce the budget deficit. The state has balanced its budget by taking City
money in the past, and the risk is that they may find a way to make it happen again.
As a result of the continued attacks on cities' revenues, a coalition of cities, counties and special
districts supported Proposition 1A which was approved by the voters in November 2004. The
measure included a provision to help prevent the Legislature from reducing the combined
property tax shares of cities, special districts, and the county, except to borrow the funds on a
temporary basis to address a "severe state fiscal hardship." Currently, the Governor's May
A-5
Exhibit 1
Revise Budget for FY 2008-09 does not include a proposal to borrow local governments'
property tax revenues and City staff will continue to monitor the state's budget solutions to
determine whether this option is being explored.
Looking Forward
As stated earlier in this document, the City prepares ten-year forecasts for the General Fund
each year in order to understand the effects of actions taken today on the City's future. The City
has experienced remarkable revenue growth over the past ten years due to the development of
the majority of its commercial sites. Currently the economic uncertainty has created a forecast
with much smaller surpluses projected than in the recent past. The future will bring a few more
commercial sites but at a slower pace, and residential development will continue for a number of
years also at a much slower pace. There are also quite a few City facilities - mainly parks and
civic facilities - planned in the future to serve the growing population. The new facilities will add
operating costs to the City's General Fund budget as they are completed and opened for use.
These new facility operating costs have been incorporated into the General Fund forecast
shown below and projected over the next ten years. In addition, the economic uncertainty has
impacted the City's revenue growth and could limit the City's capacity to add new facilities to
operate and maintain. The emphasis will continue to be maintaining existing infrastructure. New
civic facilities will be planned when there is anticipated financial capacity to operate and
maintain those new facilities when they are opened. While no forecast is ever totally accurate, it
does represent a likely scenario given the assumptions on which it is built.
The forecast assumes that revenue growth will be relatively flat in FY 2008-09 and then very
moderate growth for the following two years, assuming the economic slowdown will last two to
three years. To project the expenditures, it includes all know personnel costs, most of which
have been negotiated with the employee groups through December 2009.
General Fund Revenues and Expenditures
180
Fiscal Year
I REVENUES
-TOTAL EXPENDITURES
The forecast assumes 10% annual increases in health care costs in the near future with the
employees paying half of those increases. It also assumes personnel growth (new positions) to
remain rather flat at no more than 1.2% per year. Cost of living increases between 3% and
4.5% have been added to personnel costs. Pension plan costs are anticipated to remain
essentially at current levels. It assumes that the contribution from the General Fund to the
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10
Exhibit 1
Infrastructure Replacement Fund is 6.5% of General Fund revenues. And finally, it includes
estimated operating costs for all capital projects in the timeframes shown in the Capital
Improvement Program (CIP). One of the biggest assumptions in the forecast is that services
remain the same. No new services have been anticipated, although growth in current services
to match the growing population has been incorporated.
The results show that the General Fund is balanced into the future, with much smaller surpluses
than in previous years' forecasts. This reflects the current economic slowdown and uncertainty.
In order to maintain a balanced 10 year forecast, position growth will be limited. There is a
projected surplus in each year of 0% to 3% depending on the year. This achieves the goal set
out by Council to maintain a balanced budget over the long term.
City of Carlsbad
10-Year Financial Forecast
$15
'04 '05 '06 '07 '08 '09 '10 '11 '12 '13 '14 '15 '16 '17
The ability to understand the future impacts both changes in revenue sources as well as
program needs, is crucial to ensure that the City has the funds available to realize its future
plans. The General Fund forecast is a tool available to the City to achieve the goal of managing
its fiscal resources effectively and monitoring the achievement of sustainable economic health
for the City of Carlsbad into the future. When there is economic uncertainty, this long-term
perspective becomes even more important.
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Exhibit 1
FY 2008-09 PRELIMINARY OPERATING BUDGET OVERVIEW
The preliminary Operating budget for Fiscal Year 2008-09 totals $195.1 million, with revenues
for the year estimated at $199.2 million. General Fund revenues are estimated at $121.0 million
and budgeted expenditures are $118.3 million.
REVENUE
The following table shows the total operating revenues the City anticipates receiving for FY
2007-08, as well as those estimated for FY 2008-09.
REVENUE SUMMARY
BY FUND TYPE
(in Millions)
FUND
GENERAL FUND
SPECIAL REVENUE
ENTERPRISE
INTERNAL SERVICE
REDEVELOPMENT
TOTAL
PROJECTED
2007-08
$ 120.2
12.3
40.4
15.9
3.8
$ 192.6
ESTIMATED
2008-09
$ 120.7
11.2
47.7
15.7
3.9
$ 199.2
$
CHANGE
$ 0.5
(1.1)
7.3
(0.2)
0.1
$ 6.6
%
CHANGE
0.4%
(8.9)%
18.1%
(1.3)%
2.6%
3.4%
Revenue estimates for the Operating Budget indicate that the City will receive a total of $199.2
million, a 3.4% increase over the prior year. The majority of the increase of $6.6 million is in the
Enterprise Funds due to the proposed water and wastewater rate increases. 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
2007-08
$ 47.8
28.5
13.6
5.0
3.1
3.9
18.3
$ 120.2
ESTIMATED
2008-09
$ 50.3
28.5
14.8
5.0
3.1
2.9
16.1
$ 120.7
$
CHANGE
$ 2.5
0.0
1.2
0.0
0.0
(1.0)
(2.2)
$ 0.5
%
CHANGE
5.2%
0.0%
8.8%
0.0%
0.0%
(25.6%)
(12.0)%
0.4%
The economic uncertainty discussed in the Budget Overview section is causing the General
Fund revenues to remain relatively flat for FY 2008-09. Several of the largest revenue sources
in the General Fund are impacted by the fluctuations in the economy. In addition, the housing
crisis is not only impacting Property Taxes, it is also affecting Sales Taxes and development
related revenues. This upcoming fiscal year it is expected that property taxes will grow to over
B-1
Exhibit 1
$50 million, a 5.2% increase over the projection for FY 2007-08. This includes a 5% estimated
increase in assessed valuation as provided by the County Assessor in May 2008, as well as a
conservative assumption for new development.
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 2008-09 are based on values as of January 1, 2008. 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
Sales Tax
Property Tax
Property taxes also have
a cap on how fast they
can grow. This is due to
Proposition 13. Propo-
sition 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 previous 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, housing prices decline, and the City approaches build-out, the
growth in property taxes is expected to moderate.
Fiscal Year
Sales Tax by Category
Transportation
36%
Sales taxes are expected to
total $28.5 million for FY
2008-09, the same as FY
2007-08 projections. These
projections assume that the
slow economy, high
gasoline and diesel prices,
as well as high food costs,
will result in no growth in
sales tax. The City of
Carlsbad has many car
dealerships which generate
approximately $6.0 million
of sales tax each year. Car
sales have slowed during FY 2007-08 and are expected to remain slow during FY 2008-09. In
addition, retail comprises over 33% of the sales tax generated in Carlsbad and with a slow
economy and lower consumer confidence, it is anticipated there will be less discretionary
purchases.
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 1..
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 69% of the City's sales tax base and are negatively impacted by a slow
economy.
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
2002 2004 2006
RscalYear
2008e
The third highest General
Fund revenue source is
Transient Occupancy Taxes
(TOT or hotel taxes)
estimated at $14.8 million for
FY 2008-09, an increase of
8.8% over FY 2007-08
estimates. Three hotels were
opened during FY 2007-08
including the Sheraton
Carlsbad Resort and Spa,
Homewood Suites and
Hampton Inn. These
additional hotel rooms are
expected to contribute to the
growth in TOT revenues. It is
unclear whether the economic
slowdown will negatively impact the TOT revenues. In previous recessions, visitors continued
to visit Carlsbad but they traveled by cars rather than planes. Given the US dollar's weakness
compared to other international currencies, the United States is a relatively inexpensive place to
visit. We may see less local travel due to higher gas prices and the slow economy, and may
see more international travelers due to the relatively weak U.S. dollar.
It is expected that Fiscal Year 2007-08 will end the year with about $13.6 million in TOT
receipts, a 5% increase from FY 2006-07. Growth is expected to be moderate going into FY
2008-09, with 1.0% assumed for the base growth. In addition to the base growth, three hotels,
the Sheraton Carlsbad Resort and Spa, Hampton Inn and Homewood Suites, opened during FY
2007-08 and the City will receive a full year of their taxes in FY 2008-09. The combination of
the base growth and the three new hotels results in an estimated 8.8% growth over FY 2007-08
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 2008-09. 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
B-3
Exhibit 1
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.
Franchise Taxes
• Other Franchise
• SDG&E Franchise
2002 2004 2006
Fiscal Year
2008e
The FY 2008-09 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
structures are actually built.and engineering activities occur months or years before any
Development-related revenues have been declining during Fiscal Year 2007-08 due to the slow
down in the economy especially the softening in the real estate market. For the FY 2008-09
budget, the development-related revenues are anticipated to continue to decline as a result of
the economy and real estate market. For FY 2006-07 there were 472 units permitted for
residential housing. For FY 2006-07 approximately 290 residential units have been permitted
through April 2008. For FY 2008-09, 193 permits are projected to be issued for residential
housing. The commercial and industrial building activity remained strong for FY 2006-07
however, it too has slowed in FY 2007-08 and is expected to continue slowing in FY 2008-09. A
25% decline in building related revenue is projected for next year, this is in addition to a 13%
decline from FY 2006-07 to FY 2007-08.
Business license taxes are closely tied to the health of the economy and are projected to
remain relatively flat at an estimated $3.1 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 2008-09 totals
$16.1 million, a $2.2 million decrease from Fiscal Year 2007-08, due mainly to a one-time
reimbursement ($1.0 million) received from the Federal Highway Administration in FY 2007-08
for the 2005 winter storm damage in the City, as well as a reduction in several other
intergovernmental charges due to the economic slowdown.
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 approximately $800,000 in transfer taxes for FY 2007-08, and
about the same in FY 2008-09. 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 2008-09.
Overall, General Fund revenues are expected to be relatively flat with little or no growth. This
lack of growth is due to the economic uncertainty as well as the soft housing market. 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,
B-4
Exhibit 1
restaurants, retail centers, and new home development. As the City matures, it will be
increasingly more difficult to produce double-digit growth in revenues. With the current
economic slow down, limited growth is anticipated over the next two to three years with the City
returning to 4% to 6% growth rates in the future.
Other Funds
Revenues from Special Revenue funds are expected to total $11.2 million in FY 2008-09, a
$1.1 million decrease from FY 2007-08. The types of programs supported within Special
Revenue funds are those funded by specific revenue streams such as:
• Grants (Section 8 Rental Assistance, Community Development Block Grants, COPS Grant)
• Special fees and assessments (Affordable Housing, Maintenance Assessment Districts)
• Donations (Library, Cultural Arts, Recreation and Senior Donations)
SPECIAL REVENUE FUNDS
2008-09 ESTIMATED REVENUES
Maintenance
Districts
20%
Donations and
Grants
5%
All Others
2%
Section 8
54%
Affordable Housing
10%
The most noteworthy change in
the Special Revenue funds
occurred in the Affordable
Housing Trust Fund. Estimated
revenues decreased $1.0
million from FY 2007-08. 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 to developers are set up so that payments are
only due when funds are available from the project and loans to individual homeowners are
usually not due until the home is sold; therefore, repayments are difficult to predict. For FY
2007-08, the City expects to receive about $640,000 in repayments. For FY 2008-09, only
$75,000 has been estimated for loan repayments, as this revenue source is uncertain and so far
only $75,000 is scheduled for repayment in FY 2008-09. The rest of the fund's revenue
decrease is due to a state grant in the amount of $400,000 received in FY 2007-08 for the
Hunter's Pointe apartment project. There are no grants budgeted for FY 2008-09.
Enterprise fund revenues for FY 2008-09 are projected at $47.7 million, an increase of $7.3
million over current year projections. The increase in revenues is due to the proposed rate
increases for Water and Wastewater funds. Enterprise funds are similar to a business, in that
rates are charged to support the operations that supply the service. Carlsbad Enterprise funds
include the water, recycled water, wastewater services, and solid waste management.
The Water Enterprise Fund shows a significant increase in revenues of 21% over the previous
year. A 20% increase in water rates is recommended in order to pay for rising water costs,
passed through from the San Diego County Water Authority and Metropolitan Water District. In
addition to purchased water costs, the City's cost to maintain its aging infrastructure has risen.
It is estimated that the average increase to a household will be approximately $9.26 per month
(fixed + variable). Even with these increases, Carlsbad's water rates are still among the lowest
in the region as reflected in the chart below.
B-5
Exhibit 1
Monthly Water Bill Comparison with Other Agencies
Del Mar
-
Poway
-
Rainbow
-
Ramona
-
San Diego
-
Sweetwater Authority
-
Escondido
-
Otay Water District
Fallbrook
-
Valley Center
-
Santa Fe
-
Vista Irrigation
Carlsbad - Proposed
Oceanside
San Dieguito
Olivenhain
Vallecitos
Carlsbad - Current
$4
••,-.... - -.- . ..-..-. '! , |
' ,. - , - .;•-'. I
" - . - |
••,-,•.••• - - ' '.. ' |
-:•-- .- =:., - -. - - -.-•••; . •• -,-,-,- . -.... |
-. -...-- '- .-V"- :' v.1 -.;-:•- - • >. » - ' "|
' ' • ---.-•- -. ,|
•• .= -- •• - "v .- --"-I
I
I
.. . - |
.' •-' __i I
- = ' - - :, -. -,- I
-I
I
0 $45 $50 $55 $60 $65 $70
A rate increase is also being recommended in the Wastewater Enterprise fund of 9%. This will
raise the base residential rate from $16.20 to $17.65 per month. Even with the proposed rate
increase, Carlsbad's sewer rates are also still among the lowest in the region.
Internal Service funds show estimated revenues of $15.7 million for FY 2008-09, a decrease of
1.3% or $200,000 from FY 2007-08 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 and the opening of new facilities. In the
Vehicle Maintenance Fund, the increase 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.
B-6
Exhibit 1
Redevelopment revenues are expected to total $3.9 million in the upcoming year, an increase
of 2.6% or $105,000 over the projections from the previous year. This increase is the result of a
slight increase in property tax increment revenues collected for the Village and South Carlsbad
Coastal project areas.
EXPENDITURES
The City's Operating budget for FY 2008-09 totals $195.1 million, which
represents an increase of $8.0 million, or 4.3%, over the adopted FY 2007-08
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 to create a long-term plan for a balanced
budget given the slowdown in the economy and the economic uncertainty. Departments were
asked to have slow, managed and prudent budget growth to match the slowing economy.
Departments were also encouraged to identify and propose budget efficiencies where possible.
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 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.
• No growth in maintenance and operations for FY 2008-09 unless for a new facility.
• No new programs will be considered unless 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 operate and maintain new
facilities.
• 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.
However, for FY 2008-09, maintenance and operation remained at the FY 2007-08 levels due to
the slower economy. 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 2007-08, the amounts carried
forward by each department will be capped at no more than 10% of the previous year's adopted
budget.
Budgeted Expenditures
Through the application of these guidelines and policies, the FY 2008-09 Preliminary Operating
Budget of $195.1 million was developed. The FY 2008-09 Preliminary Operating budget
proposes three new full-time employees: one Custodian and 0.5 Park Maintenance Worker in
Public Works, a 0.5 Systems Administrator I in Information Technology, and the reclassification
of a 1.0 limited-term Management Intern to a full-time Management Analyst in the City
Manager's office.
B-7
Exhibit 1
The net decrease in hourly staff totaled approximately 2.51 full-time equivalents (FTE). These
changes result in a City workforce of 714.25 full and three-quarter time employees and 137.83
hourly FTE. The staffing changes are discussed below in New Facilities.
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 new Library Learning Center and seven new tennis
courts at Poinsettia Park are both anticipated to open in August 2008. The Public Works
Department has requested one Custodian and 0.5 Park Maintenance Worker and the
Information Technology Department has requested a 0.5 Systems Administrator I to maintain
and operate the new facilities in FY 2008-09.
Budget by Fund Type
This table below shows the changes in the proposed operating budget for FY 2008-09
compared to the adopted budget for Fiscal Year 2007-08.
BUDGET EXPENDITURE SUMMARY
BY FUND TYPE
(in Millions)
FUND
GENERAL FUND
SPECIAL REVENUE
ENTERPRISE
INTERNAL SERVICE
REDEVELOPMENT
TOTAL
BUDGET
2007-08
$ 116.5
10.5
45.2
13.0
1.9
$ 187.1
BUDGET
2008-09
$ 118.3
11.3
48.3
15.2
2.0
$ 195.1
$
CHANGE
$ 1.8
0.8
3.1
2.2
0.1
$ 8.0
%
CHANGE
1.6%
7.6%
6.9%
16.9%
5.3%
4.3%
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.
General Fund
The total budget for
the General Fund is
$118.3 million,
which is 1.6% more
than the previous
year's budget of
$116.5 million. As
can be seen in the
table to the right,
the increase is
mainly due to the
increase in
personnel costs which are offset by a decrease in capital outlay requests for FY 2008-09.
B-8
GENERAL FUND SUMMARY
BY EXPENDITURE TYPE
(in Millions)
PERSONNEL
M&O
CAPITAL OUTLAY
TRANSFERS
TOTAL
BUDGET
2007-08
$ 74.2
33.1
1.0
8.2
$ 116.5
BUDGET
2008-09
$ 76.8
33.4
0.1
8.0
$ 118.3
$
CHANGE
$ 2.6
0.3
(0.9)
(0.2)
$ 1.8
%
CHANGE
3.5%
0.9%
(90.0%)
(2.4)%
1 .6%
Exhibit 1
Personnel costs make up approximately 65% of the General Fund budget so any changes in
these costs can have a significant effect on the total budget. Approximately $140,000 of the
additional personnel costs are for the new proposed positions in FY 2008-09. Due to labor
contracts with the City's employee groups, much of the remaining cost has been previously
determined.
GENERAL FUND
PERSONNEL COSTS
(In Millions)
SALARIES
HEALTH INSURANCE
RETIREMENT
WORKERS COMP
OTHER PERSONNEL
TOTAL
BUDGET
2007-08
$ 51.3
6.3
13.9
1.6
1.1
$ 74.2
BUDGET
2008-09
$ 53.3
6.3
14.7
1.3
1.2
$ 76.8
$
CHANGE
$ 3.1
0.0
0.8
(0.3)
0.1
$ 2.6
%
CHANGE
3.9%
0.0%
5.8%
(18.8%)
9.1%
3.5%
slight decrease in the projected Workers' Compensation costs due
claims.
The table to the left
shows the breakdown
of personnel costs for
the General Fund.
Salaries include full and
part-time staff costs
and increased $3.1
million from the prior
year. Benefits make up
the remainder of the
personnel costs. This
year there is also a
to decreased projected
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:
• $7.8 million to the Infrastructure Replacement Fund - for major maintenance and
replacement of City infrastructure. This represents 6.5% of the General Fund Revenues,
consistent with FY 2007-08.
• $90,000 to the Hosp Grove Debt Service Fund - for debt service on 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. The final debt
service payment for this bond issue is due August 2008; therefore this is the last year for
this transfer from the General Fund.
• $1.1 million to the Information Technology Internal Service Fund - this is a transfer of
previously budgeted non-departmental contingency to be used to purchase new capital
equipment.
• $170,000 to the Cultural Arts Donations Special Revenue Fund - this is a transfer of
previously donated funds which were being held in the General Fund. These donations
will now be accounted and expended from this Special Revenue Fund.
Advances are amounts anticipated to be transferred from the General Fund to another City fund
and are expected to be repaid to the General Fund in future years. The advances included in
this year's proposed budget are to the following funds:
B-9
Exhibit 1
• $321,000 to the Median Maintenance Special Revenue Fund - this advance is needed
to cover a cash shortfall since yearly assessments collected from property owners do not
cover operating expenditures.
• $1.3 million to the Golf Course for operations. The Golf Course is a new facility and
there is very little history to support the budget development. The Golf Course's budget
and financials are on a calendar year basis. For calendar year 2008, the Golf Course is
projecting that revenues will be approximately $400,000 less than anticipated. This is
primarily due to the economic slowdown and the poor weather. As a result of the
economy, there is less revenue being generated through green fees than anticipated.
The Canyons Restaurant, which is performing better than anticipated, is helping to
compensate for the loss of golf revenues. In addition to the $400,000 additional shortfall
for calendar year 2008, the budget advance includes approximately $900,000 for the
estimated calendar year 2009 shortfall. This is just an estimate as the 2009 budget will
not be developed until the fall of 2008.
Another way of looking at the General Fund budget is by program. The chart below compares
the recommended FY 2008-09 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
PUB LIC SAFETY
COMMUNITY DEVELOPMENT
COMMUNITY SERVICES
PUBLIC WORKS
NON-DEPARTMENTAL
CONTINGENCY
TOTAL
BUDGET
2007-08
$ 4.7
7.9
43.1
8.5
17.2
23.1
9.8
2.2
$ 116.5
BUDGET
2008-09
$ 4.8
7.7
44.7
8.1
18.1
23.2
9.4
2.3
$ 118.3
$
CHANGE
$ 0.1
(0.2)
1.6
(0.4)
0.9
0.1
(0.4)
0.1
$ 1.8
%
CHANGE
2.1%
(2.5%)
3.7%
(4.7%)
5.2%
0.4%
(4.1%)
4.6%
1.6%
The Policy/Leadership Group includes all elected officials and the City Manager's Office.
The 2.1% increase from FY 2007-08 to FY 2008-09 is primarily due to cost of living
adjustments in salary and benefit costs.
The 2.5% decrease from FY 2007-08 to FY 2008-09 in Administrative Services is
primarily due to $150,000 that was budgeted in the previous fiscal year for a Financing
City Services goal. There are no goals with fiscal impact budgeted for Administrative
Services in FY 2008-09.
The 3.7% growth in Public Safety reflects the negotiated increases in personnel costs.
In the Community Development area, the 4.7%
decrease is due mainly to approximately $600,000
that was added in FY 2007-08 for start up costs for the
Habitat Management Program. Only $150,000 is
being requested for ongoing costs in FY 2008-09
which is a $450,000 reduction.
B-10
Exhibit 1
• Community Services includes Recreation, Library and the Arts. The 5.2% increase
reflects negotiated personnel increases and the costs associated with the opening of the
Library Learning Center which include increased IT chargebacks related to the addition
of a 0.5 Systems Administrator and maintenance charges on new equipment.
• Public Works shows an overall increase of 0.4%. The increase reflects the addition of
1.5 new positions for new facilities, as discussed earlier, general personnel increases, as
well as the impact of the additional operating costs associated with opening the Library
Learning Center and Poinsettia Park tennis courts.
• Non-departmental expenses include the transfers previously discussed as well as
administrative and other expenses not associated with any one department.
• 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 2008-09 General Fund Budget, which is
consistent with the $2.2 million budgeted in the prior year. During FY 2007-08, Council
has authorized $1.3 million of these funds to be spent on various items including:
purchase of a fire rescue ambulance, City Manager recruitment expenses, review of
NRG's proposal to construct a new power plant and emergency repair work on the
Tamarack Avenue sink hole.
Changes in Other Funds
Special Revenue funds, at $11.3 million, are up 7.6% from last year. This increase is due to
the planned capital purchase of a Police mobile command post in the amount of $250,000 from
the Asset Forfeiture Fund, the purchase of television equipment for $200,000 in the new Public
Education Government Fund and the remaining amount can be attributed to an increase in
Community Development Block Grant program spending. The Public Education Government
Fund is a new fund created in FY 2007-08 in order to account for revenues and expenditures for
the public education portion of cable franchise fees received. Previously these funds were
controlled by the Carlsbad Community Television Foundation.
Enterprise funds total $48.3 million, which is an increase of $3.1 million over the FY 2007-08
budget. The most significant change is in Water operations. The combined fixed and variable
cost of water purchased from the San Diego County Water Authority is projected to rise over
13% this next fiscal year. In addition, maintenance of Carlsbad's growing utility infrastructure is
also driving up the cost of this enterprise.
Wastewater operations increased from the current year budgeted amount due to higher costs of
operating the Encina Wastewater plant, higher depreciation expense from the addition of
completed facilities to the inventory, and continued implementation of the Waste 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, partial funding for additional staff and equipment were added to the FY 2007-
08 operating budget, and ongoing funding is being provided.
The Internal Service funds budgets increased in total by approximately $2.2 million, or 16.9%.
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 $200,000
from FY 2007-08. This decrease reflects projections that settlements will continue to
decrease from previous years and claims will remain at current levels.
B-11
Exhibit 1
• The Liability Self-Insurance budget shows an increase of $340,000 based on current
estimates of increased settlements and premiums projected in FY 2008-09.
• The Vehicle Maintenance Fund budget has increased by nearly $300,000 in FY 2008-
09. This reflects the increased cost of fuel and the maintenance of City vehicles and
$100,000 in capital outlay for the upgrade of the fuel vapor extraction equipment for the
fueling system.
• The Vehicle Replacement Fund budget varies from year to year depending on the
vehicles to be replaced. The estimated budget for the Fund is $133,000 more than the
previous year, or a 15.0% increase. A list of the requested vehicles can be found at the
end of this document.
• The Information Technology Fund shows an increase in the Department's budget of
approximately $1.6 million. This increase is mainly due to increases in major capital
outlay. A list of planned major capital outlay requests can be found at the end of this
document.
The Redevelopment Agency budgets have increased by 5.3% or an estimated $100,000 from
the previous year.
SUMMARY
This preliminary budget emphasizes maintenance and operation of the City's current
infrastructure. No new programs or expanded levels of service are included in the budget,
being conscious of the economic slowdown. The 10 year financial forecast, while balanced, is
reflecting less projected surpluses in each of the ten years than in previous years' forecasts.
The City will need to monitor its revenues and expenditures closely to ensure we live within our
means through these turbulent and uncertain economic times. The 10 year financial forecast is
a useful tool to manage our way through the economic uncertainty.
The City of Carlsbad has a diverse revenue base and is in a good economic position; however,
Carlsbad is not immune to the economy. The planning and foresight by the City Council and
residents have provided a sound economic base for the City. Fiscal conservatism, which has
consistently been the city's overall approach to managing its finances, will be even more
important during this economic slowdown.
The challenges for the future will also include transitioning 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 essential City
services to all who live, work, and play in Carlsbad.
B-12
CITY OF CARLSBAD
OPERATING FUNDS
PROJECTED FUND BALANCES
Exhibit 2
FUND
GENERAL FUND
ADVANCE FROM SOLID WASTE
TRANSFER TO CIP-SAFETY TRAINING FACILITY
ADVANCE TO MEDIAN MAINTENANCE
ADVANCE TO SOLID WASTE
TOTAL
SPECIAL REVENUE
POLICE ASSET FORFEITURE
COPS GRANT
POLICE GRANTS
HOUSING SECTION 8
AFFORDABLE HOUSING
CDBG ENTITLEMENT
LIBRARY ENDOWMENT FUND
LIBRARY GIFTS/BEQUESTS
TREE MAINTENANCE
MEDIAN MAINTENANCE
STREET LIGHTING
BUENA VISTA CRK CHNL MNT
LIGHTING AND LANDSCAPING DIST #2
CULTURAL ARTS DONATIONS
PUBLIC ART
RECREATION DONATIONS
SENIOR DONATIONS
COMMUNITY ACTIVITY GRANTS
PUBLIC EDUCATION GOVERNMENT
TOTAL
ENTERPRISE
WATER OPERATIONS
RECYCLED WATER OPERATIONS
SANITATION OPERATIONS
SOLID WASTE MANAGEMENT
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 1.2007
66,083,403
66,083,403
641,626
83,213
2,561
1,218,074
12,430,883
0
270,301
72,202
502,094
270,666
786,724
1,048,937
273,169
88,898
205,186
109,745
198,960
1,016,069
0
19,219,308
(1,696,153)
3,092,477
2,894,181
7,504,770
11,795,275
5,665,644
310,130
11,880,816
205,214
14,726,346
4,438,524
37,226,674
2,930,41 1
3.592,924
325,948
363,116
7,212,399
$141,537,059
ESTIMATED
REVENUES
120,183,000
120.183,000
191,980
200,162
28,095
6,490,969
2,140,996
518,940
14,200
74,585
485,391
365,630
950,661
143,000
476,623
59,485
11,000
42,000
19.000
53,500
75,000
12,341,217
24,766,494
3,804,339
8,829,643
3,008,058
40.408,534
2,205,469
1,539,776
1,422,274
2,523,045
2,431,321
5,728,594
15.850.479
2,868,640
888,000
17,614
18,900
3,793,154
$192,576,384
ESTIMATED FUND
EXPENDITURES TRANSFERS
116.728,866
136,000
(10,850,000)
(108,000)
(138,800)
116.728,866
153,009
178.980
30.656
5,720,511
817,052
480,855
14,400
118,825
598,368
709,226 108,000
1,244,978
90,600
248,434
63.368
22,100
17,900
60,267
30,000
0
10,599.529
26,011,539
4,861,031
10,426,634
3,225,239 2,800
44,524,443
1,774,325
1,379,109
9,169,353
2,512,055
2,685,557
6,152,523
23,672,922
1.661,275
108,418
184.075
47,754
2,001 ,522
$197,527,282 ($10,850,000)
PROJECTED
BALANCE
JUNE 30, 2008
69,537.537
136.000
(10,850,000)
(108,000)
(138,800)
58,576,737
680.597
104,395
0
1,988,532
13,754,827
38,085
270,101
27,962
389,117
35.070
492.407
1,101.337
501,358
85,015
194,086
133,845
157,693
1 ,039,569
75,000
21,068,996
(2,941,198)
2,035,785
1,297,190
7,290,389
7,682,166
6,096,788
470.797
4,133,737
216,204
14,472,110
4,014,595
29,404.231
4,137,776
4,372,506
159,487
334,262
9,004,031
$125,736,161
B-13
CITY OF CARLSBAD
OPERATING FUNDS
PROJECTED FUND BALANCES
Exhibit 2
FUND
GENERAL FUND
ADVANCE FROM SOLID WASTE
ADVANCE TO MEDIAN FUND
ADVANCE FOR GOLF COURSE OPERATIONS
TRANSFER TO IT (NON-DEPT CONTINGENCY)
TOTAL
SPECIAL REVENUE
POLICE ASSET FORFEITURE
COPS GRANT
POLICE GRANTS
HOUSING SECTION 8
AFFORDABLE HOUSING
CDBG ENTITLEMENT
LIBRARY ENDOWMENT FUND
LIBRARY GIFTS/BEQUESTS
TREE MAINTENANCE
MEDIAN MAINTENANCE
STREET LIGHTING
BUENA VISTA CRK CHNL MNT
LIGHTING AND LANDSCAPING DIST #2
CULTURAL ARTS DONATIONS
PUBLIC ART
RECREATION DONATIONS
SENIOR DONATIONS
COMMUNITY ACTIVITY GRANTS
PUBLIC EDUCATION GOVERNMENT
TOTAL
ENTERPRISE
WATER OPERATIONS
RECYCLED WATER OPERATIONS
SANITATION OPERATIONS
SOLID WASTE MANAGEMENT
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 1,2008
58,576,737
58,576,737
680,597
104,395
0
1,988,532
13,754,827
38,085
270,101
27.962
389,117
35,070
492,407
1,101,337
501 ,358
85,015
194,086
133,845
157,693
1,039,569
75,000
21,068,996
(2,941,198)
2,035,785
1,297,190
7,290,389
7,682,166
6,096,788
470,797
4,133,737
216,204
14,472,110
4,014,595
29,404,231
4,137,776
4,372,506
159,487
334,262
9.004,031
$125,736,161
ESTIMATED
REVENUES
120,677,505
120,677,505
73,000
213,500
0
5,987,044
1,112,001
1,017,065
14,000
26,200
478,368
365,421
900.282
144,100
392,290
235,901
6,800
52,443
13,700
45,000
150,000
11,227,115
29,570,610
4,886,070
9,663.719
3.573,169
47,693,568
1.608.787
1,354,144
923,349
3,153,409
2,657,149
5,950,560
15,647.398
2,956.303
914,543
13,800
14,000
3,898,646
$199,144,232
PROPOSED
BUDGET
118,331,742
118,331,742
313,500
240,462
0
5,896,617
408,007
1,054,750
16,000
25.000
604.933
721,058
1,170,021
111,500
196,887
87,560
38,900
93,200
59,300
40,000
222,829
11,300,524
28,464,975
6,195,401
10,223,472
3,398,114
48,281,962
1,829.429
1,691,190
996,405
3,041,107
998,000
6,674,450
15,230,581
1 ,698,237
96,692
173,287
43,910
2.012,126
$195,156,935
PROJECTED
FUND RESERVED BALANCE
TRANSFERS BALANCES JUNE 30, 2009
60,922,500
136,000
(321,000) (321,000)
(1,350,000) (1,350,000)
(1,068,080) (1,068,080)
58,183,420
440,097
77,433
0
2,078,959
(2,082,240) 12,376,581
400
(250,000) 18,101
29,162
262,552
321,000 433
222,668
1,133,937
696,761
233,356
161,986
93,088
112,093
(1,000,000) 44,569
2.171
17.984.347
(1,835,563)
726,454
737,437
(136,000) 7.329,444
6,957,772
(3,500,000) 2.376,146
(750,000) (616.249)
(3,177.289) 883.392
328,506
(5,000.000) 11,131,259
1,068,080 (1,122,106) 3.236,679
17.339.733
5.395.842
(1.014,000) 4,176,357
0
304,352
9.876,551
($1,350,000) ($17,895,635) $110,341,823 |
B-14
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
Exhibit 3
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
2006-07
1
$43,651,329
27,888,562
12,929,008
5,346,108
3,055,710
1,261,849
94,132,566
608,257
8,704,644
9,312,901
1,006,155
1,087,651
2,093,806
1,097,045
733,740
1,614,082
1,720,624
1,650,556
777,044
7,593,091
1,262,006
5,884,805
2,122.938
2,145,435
124,547,548
PROJECTED
REVENUE
2007-08
$47,786,000
28,501,000
13,575,000
4,912,000
3,132,000
788,000
98,694,000
529,000
3,507,000
4,036,000
781,000
877,000
1,658,000
788.000
762,000
1.594.000
1,796.000
1,707.000
803,000
7,450,000
1,305,000
3,903,000
2,570,000
567,000
120.183.000
ESTIMATED
REVENUE
2008-09
$50,305,000
28,498.000
14,786,000
4,995,000
3,132,000
833,000
102,549,000
547,000
1,309,000
1,856,000
721,000
786,000
1,507,000
418,000
680,000
1,005,000
1 ,854,000
1,779.000
403,000
6,139,000
1,212,000
3,873,000
2,998,000
543,505
120,677,505
AS%
OF FY 07-08
PROJECTED
5.3%
0.0%
8.9%
1.7%
0.0%
5.7%
3.9%
3.4%
-62.7%
-54.0%
-7.7%
-10.4%
-9.1%
-47.0%
-10.8%
-37.0%
3.2%
4.2%
-49.8%
-17.6%
-7.1%
-0.8%
16.7%
-4.1%
0.4%
DIFFERENCE
2007-08 TO
2008-09
2,519,000
(3.000)
1,211,000
83,000
0
45,000
3,855,000
18,000
(2,198,000)
(2,180,000)
(60,000)
(91,000)
(151,000)
(370,000)
(82,000)
(589,000)
58,000
72,000
(400,000)
(1,311,000)
(93,000)
(30,000)
428.000
(23,495)
494.505
* Interest is calculated on an amortized cost basis.
B-15
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
Exhibit 3
REVENUE SOURCE
I SPECIAL REVENUE FUNDS
POLICE ASSET FORFEITURE
ASSET FORFEITURES
INTEREST
TOTAL
COPS GRANT
STATE FUNDING (AB3229)
INTEREST
TOTAL
POLICE GRANTS
FEDERAL GRANT
INTEREST
OTHER
TOTAL
HOUSING - SECTION 8
FEDERAL GRANT
INTEREST
OTHER
TOTAL
AFFORDABLE HOUSING
AFFORDABLE HOUSING FEES
FEDERAL GRANT
STATE GRANT
INTEREST
OTHER
TOTAL
CDBG ENTITLEMENT
FEDERAL GRANT
INTEREST
OTHER
TOTAL
LIBRARY ENDOWMENT FUND
INTEREST
TOTAL
LIBRARY GIFTS/BEQUESTS
GIFTS/BEQUESTS
INTEREST
TOTAL
TREE MAINTENANCE
TREE MAINTENANCE FEES
INTEREST
TOTAL
MEDIAN MAINTENANCE
MEDIAN MAINTENANCE FEES
INTEREST
TOTAL
ACTUAL PROJECTED
REVENUE REVENUE
2006-07 2007-08
124,684 154,480
32,640 37,500
157.324 191,980
191,926 194,862
4,710 5,300
196,636 200.162
6,695 28,095
828 0
1,651 0
9,174 28,095
6,017,514 6,404,969
12,462 47,000
27,119 39.000
6,057,095 6,490,969
278,609 164,000
6,663 300,000
0 400,500
641,979 606,233
337,773 670,263
1,265,024 2,140,996
257,599 ' 435,075
48,608 46,770
43,774 37,095
349,981 518,940
14,602 14,200
14,602 14,200
102,126 70,235
5,890 4,350
108,016 74.585
457,649 460,391
33,674 25,000
491,323 485.391
366,295 365,630
2,389 0
368,684 365,630
ESTIMATED
REVENUE
2008-09
50,000
23,000
73,000
210,000
3,500
213,500
0
0
0
0
5,956,044
1 1 ,000
20,000
5,987,044
195,000
239,000
0
606,000
72,001
1,112,001
927,065
45,000
45,000
1,017,065
14,000
14,000
25,000
1,200
26,200
462.768
15,600
478,368
365,421
0
365,421
AS%
OF FY 07-08
PROJECTED
-67.6%
-38.7%
-62.0%
7.8%
-34.0%
6.7%
-100.0%
0.0%
0.0%
-100.0%
-7.0%
-76.6%
-48.7%
-7.8%
18.9%
-20.3%
-100.0%
0.0%
-89.3%
-48.1%
113.1%
-3.8%
21.3%
96.0%
-1.4%
-1.4%
-64.4%
-72.4%
-64.9%
0.5%
-37.6%
-1.5%
-0.1%
0.0%
-0.1%
DIFFERENCE
2007-08 TO
2008-09
(104,480)
(14,500)
(118,980)
15,138
(1,800)
13,338
(28,095)
0
0
(28,095)
(448,925)
(36,000)
(19,000)
(503,925)
31,000
(61,000)
(400,500)
(233)
(598,262)
(1,028,995)
491.990
(1.770)
7,905
498,125
(200)
(200)
(45,235)
(3,150)
(48,385)
2,377
(9,400)
(7,023)
(209)
0
(209)
B-16
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
Exhibit 3
REVENUE SOURCE
STREET LIGHTING
STREET LIGHTING FEES
INTERDEPARTMENTAL
OTHER
INTEREST
TOTAL
BUENA VISTA CREEK CHNL MAINT
BUENA VISTA FEES
INTEREST
TOTAL
LIGHTING AND LANDSCAPING DIST #2
LLD #2 FEES
INTEREST
OTHER
TOTAL
CULTURAL ARTS DONATIONS
DONATIONS
INTEREST
OTHER
TOTAL
PUBLIC ART
INTEREST
TOTAL
RECREATION DONATIONS
DONATIONS
INTEREST
TOTAL
SENIOR DONATIONS
DONATIONS
INTEREST
TOTAL
COMMUNITY ACTIVITY GRANTS
INTEREST
TOTAL
PUBLIC EDUCATION GOVERNMENT
CABLE FEES
INTEREST
TOTAL
TOTAL SPECIAL REVENUE FUNDS
ACTUAL
REVENUE
2006-07
711,783
28.000
206.040
46,917
992,740
100,191
52,648
152,839
269,625
6,132
3,000
278,757
40,720
3,914
0
44,634
11,008
11,008
24,078
6,044
30,122
8,239
10,828
19,067
54,413
54,413
0
0
0
10,601,439
PROJECTED
REVENUE
2007-08
721,574
28,000
167,087
34,000
950,661
100,000
43,000
143,000
470.423
6,200
0
476,623
54,993
4,492
0
59,485
1 1 ,000
1 1 ,000
35,500
6,500
42,000
9,000
10,000
19,000
53,500
53,500
75,000
0
75,000
12,341,217
ESTIMATED
REVENUE
2008-09
726,101
28,000
126,481
19,700
900.282
100,000
44,100
144,100
385,290
7,000
0
392,290
37,000
9,000
189,901
235,901
6,800
6,800
48,000
4,443
52,443
9,000
4,700
13,700
45,000
45,000
150,000
0
150,000
11,227,115
AS%
OF FY 07-08
PROJECTED
0.6%
0.0%
-24.3%
-42.1%
-5.3%
0.0%
2.6%
0.8%
-18.1%
12.9%
0.0%
-17.7%
-32.7%
100.4%
0.0%
296.6%
-38.2%
-38.2%
35.2%
0.0%
24.9%
0.0%
-53.0%
-27.9%
-15.9%
-15.9%
100.0%
0.0%
100.0%
-9.0%
DIFFERENCE
2007-08 TO
2008-09
4,527
0
(40.606)
(14,300)
(50,379)
0
1,100
1.100
(85,133)
800
0
(84,333)
(17,993)
4,508
189,901
176,416
(4.200)
(4,200)
12,500
0
10,443
0
(5,300)
(5,300)
(8,500)
(8,500)
75,000
0
75,000
(1,114,102)
B-17
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
Exhibit 3
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
TRASH SURCHARGE
OTHER
TOTAL
TOTAL ENTERPRISE FUNDS
ACTUAL
REVENUE
2006-07
15,482,110
4,131,557
2,505,551
97,650
112,863
268,000
748,127
110,876
125,100
129,078
1,509,009
25,219,921
1,811,240
139,776
839,367
307,076
20,018
3,117,477
7,397,978
37.759
118,703
70,916
300,953
9,941
7,936,250
390,229
291.093
49.838
1,626,441
19,484
2,377,085
38,650,733
PROJECTED
REVENUE
2007-08
16,048.769
4,720,000
2,730,725
87,000
115,000
235.000
150,000
100.000
80,000
100,000
400,000
24,766,494
2,241,925
170,323
1,182,800
209,291
0
3,804,339
8,436,613
38,285
122,263
71,904
142,067
18,511
8,829,643
300,191
297,796
51,832
2,219,439
138,800
3,008,058
40,408,534
ESTIMATED
REVENUE
2008-09
19,505.674
5,640,932
2,864,531
85,000
161,715
326,905
(117,648)
102,500
80,000
96,000
825,001
29,570,610
2,909,896
205,467
1,578,580
178,127
14,000
4,886,070
9,292,550
38,683
125,000
72,652
115,767
19,067
9,663,719
294.244
309,708
53,905
2,761,039
154,273
3,573,169
47,693,568
AS%
OF FY 07-08
PROJECTED
21.5%
19.5%
4.9%
-2.3%
40.6%
39.1%
-178.4%
2.5%
0.0%
-4.0%
106.3%
19.4%
29.8%
20.6%
33.5%
-14.9%
0.0%
28.4%
10.2%
1.0%
2.2%
1.0%
-18.5%
3.0%
9.5%
-2.0%
4.0%
4.0%
24.4%
11.2%
18.8%
18.0%
DIFFERENCE
2007-08 TO
2008-09
3,456,905
920.932
133.806
(2,000)
46,715
91,905
(267,648)
2,500
0
(4,000)
425,001
4,804,116
667,971
35,144
395,780
(31.164)
14,000
1,081,731
855,937
398
2,737
748
(26,300)
556
834,076
(5,947)
11,912
2,073
541,600
15,473
565,111
7,285,034
B-18
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
Exhibit 3
REVENUE SOURCE
INTERNAL SERVICE FUNDS
WORKERS' COMP SELF-INSURANCE
INTERDEPARTMENTAL
INTEREST
OTHER
TOTAL
LIABILITY SELF-INSURANCE
INTERDEPARTMENTAL
INTEREST
OTHER
TOTAL
SELF-INSURED BENEFITS
INTERDEPARTMENTAL
INTEREST
OTHER
TOTAL
VEHICLE MAINTENANCE
INTERDEPARTMENTAL
INTEREST
OTHER
TOTAL
VEHICLE REPLACEMENT
INTERDEPARTMENTAL
INTEREST
OTHER
TOTAL
INFORMATION TECHNOLOGY
FEDERAL GRANT
INTERDEPARTMENTAL
INTEREST
OTHER
TOTAL
TOTAL INTERNAL SERVICE FUNDS
ACTUAL PROJECTED
REVENUE REVENUE
2006-07 2007-08
2,350.492 1,862,395
258,010 335,741
55,358 7,333
2,663,860 2,205,469
1,374,019 1,507,380
28,889 6,845
256,030 25,551
1,658,938 1,539,776
8,790,997 973,529
0 388,570
50,630 60.175
8,841,627 1.422,274
2,463,351 2.498,553
4,583 5,679
19.660 18,813
2,487,594 2,523,045
1,372,415 1,940,578
474,090 490,743
0 0
1,846.505 2,431,321
43,552 140,878
4,542,885 5,393,716
221.465 194,000
66 0
4,807,968 5,728,594
22,306,492 15,850,479
ESTIMATED
REVENUE
2008-09
1,397,000
206.288
5,499
1 ,608,787
1,324,610
3,013
26,521
1,354,144
860,887
0
62,462
923,349
3,134,077
2,152
17,180
3,153,409
2,237,306
419,843
0
2,657,149
0
5,825,560
125,000
0
5,950,560
15,647,398
AS%
OF FY 07-08
PROJECTED
-25.0%
-38.6%
-25.0%
-27.1%
-12.1%
-56.0%
3.8%
-12.1%
-11.6%
-100.0%
3.8%
-35.1%
25.4%
-62.1%
-8.7%
25.0%
15.3%
-14.5%
0.0%
9.3%
-100.0%
8.0%
-35.6%
0.0%
3.9%
-1.3%
DIFFERENCE
2007-08 TO
2008-09
(465,395)
(129,453)
(1,834)
(596,682)
(182,770)
(3.832)
970
(185,632)
-100.0%
0.0%
2,287
1498,925)
635,524
(3.527)
(1.633)
630,364
296,728
(70.900)
0
225,828
(140,878)
431,844
(69,000)
0
221,966
(203,081)
B-19
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
Exhibit 3
REVENUE SOURCE
REDEVELOPMENT FUNDS
VILLAGE OPERATIONS / DEBT SERVICE
RENTAL INCOME
TAX INCREMENT
INTEREST
OTHER
TOTAL
VILLAGE LOW AND MOD INCOME HSNG
TAX INCREMENT
INTEREST
TOTAL
SCCRA OPERATIONS / DEBT SERVICE
TAX INCREMENT
INTEREST
OTHER
TOTAL
SCCRA LOW AND MOD INCOME HSNG
TAX INCREMENT
INTEREST
TOTAL
TOTAL REDEVELOPMENT FUNDS
ACTUAL
REVENUE
2006-07
H
44,118
2,664,424
113,353
11,055
2,832,950
666,106
167,076
833,182
0
23,338
10,000
33,338
0
20,176
20,176
3,719,646
PROJECTED
REVENUE
2007-08
66,960
2,648,000
140,000
13,680
2,868,640
662,000
226,000
888,000
0
17,614
0
17,614
0
18,900
18,900
3,793,154
ESTIMATED
REVENUE
2008-09
60,000
2,738.303
145,000
13,000
2,956,303
684,543
230,000
914,543
0
13,800
0
13,800
0
14,000
14,000
3.898,646
AS%
OF FY 07-08
PROJECTED
-10.4%
3.4%
3.6%
-5.0%
3.1%
3.4%
1.8%
3.0%
0.0%
-21.7%
0.0%
-21.7%
0.0%
-25.9%
-25.9%
2.8%
DIFFERENCE
2007-08 TO
2008-09
(6,960)
90.303
5,000
(680)
87,663
22,543
4.000
26,543
0
(3,814)
0
(3,814)
0
(4,900)
(4,900)
105,492
TOTAL OPERATING $199,825,858 $192,576,384 $199,144,232 3.4%$6,567,848
B-20
Exhibit 4
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
2005-06 2006-07
ACTUALS ACTUALS
336,692 365,296
1,281,088 1.325,334
965,214 923,185
143,395 274,267
1,126,898 1,233,596
161,239 163,376
4,014,526 4,285,054
541,333 725,977
2,526,183 3,037,751
1,989,763 2,141,082
803,838 891 ,994
5,861,117 6,796,804
22,680,660 24,498,328
13,856,441 15,082,999
36,537,101 39,581,327
913,458 823,070
435,237 432,116
179,970 189,493
3,059,071 ' 3,348,610
2,122,623 2,113,706
6,710,359 6,906,995
8,716,112 9,202,445
816,224 854,489
5,150,270 5,595,013
723,766 803,291
15,406,372 16,455.238
2007-08
ESTIMATED
EXPENDITURES
376,202
1 ,679,083
1,167,532
170,270
1 ,260,970
180,683
4,834,740
878,816
3.348,482
2,311,855
911,134
7,450,287
26,168,093
17,837,431
44.005,524
1 ,268,766
519,284
329,175
3,734,399
2.323,810
8.175,434
9,414,775
847,245
5,414,860
1,087,823
16,764,703
2007-08
ADOPTED
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
2008-09
PROPOSED
BUDGET
402,334
1,674,222
1 ,070.356
189,075
1 .298,233
196,027
4,830,247
917,031
3,134,377
2,632,979
931 ,505
7,615,892
27,184,380
17,465,707
44,650,087
723,016
574,245
434,117
4,011,114
2,393,693
8,136,185
10,114,524
1 .031 ,701
5,962,002
995,826
18,104,053
%INCR (DEC)
07-08 BUD
TO
08-09 BUD
2.6%
3.0%
2.1%
15.5%
2.7%
1.7%
3.1%
-13.0%
2.8%
-7.4%
0.8%
-3.3%
5.1%
1.7%
3.7%
2.3%
3.1%
35.0%
-11.9%
2.1%
-4.1%
5.0%
22.4%
3.4%
0.2%
5.0%
NOTE: Estimated expenditures may exceed Adopted Budget since they include prior year budget appropriations.
B-21
Exhibit 4
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
2005-06
ACTUALS
908,190
6,085,520
3,246,660
4,078,500
2,641,551
953,588
132,537
18,046,546
338,668
66,500
2,434
800,000
436,028
58,207
4,250,000
0
5,499,702
118,030
600,000
50,000
12.219,569
98.795.590
0
98,795,590
2006-07
ACTUALS
980,043
6,312,871
3,421,226
4,846,336
3,504,395
986,231
223,061
20,274,163
0
33,714
0
275,000
453,875
54,749
7,200,000
0
1,270,955
117,086
0
4,878,487
14,283,866
108,583,447
0
108,583,447
2007-08
ESTIMATED
EXPENDITURES
1,111,523
9,946,462
4,437,005
5,417,037
3,385,729
1.056,165
277,856
25,631 ,777
0
45,000
0
275,000
495,600
55,000
7,900.000
0
870.801
225,000
0
0
9,866,401
116,728,866
0
116,728,866
2007-08
ADOPTED
BUDGET
1,123,216
8,827,907
3,823,980
5,208,007
3.060,435
738,997
338,789
23,121,331
0
60,000
36,000
275,000
550,600
75,700
7,900,000
635,000
0
250,000
0
0
9,782,300
114,230,758
2,240,000
116,470,758
2008-09
PROPOSED
BUDGET
1,064,153
9,087,826
3,817,122
5,069,059
3,092,862
792,011
353,645
23.276,678
0
0
36,000
90,000
540,700
66,900
7,800,000
635.000
0
250,000
0
0
9,418,600
116,031,742
2,300,000
118,331,742
%INCR (DEC)
07-08 BUD
TO
08-09 BUD
-5.3%
2.9%
-0.2%
-2.7%
1.1%
7.2%
4.4%
0.7%
-
-100.0%
0.0%
-67.3%
-1.8%
-11.6%
-1 .3%
0.0%
0.0%
-3.7%
1.6%
2.7%
1.6%
B-22 33
Exhibit 4
CITY OF CARLSBAD
OPERATING FUNDS
BUDGET EXPENDITURE SCHEDULE
DEPARTMENT
SPECIAL REVENUE FUNDS
POLICE ASSET FORFEITURE
COPS FUND
POLICE GRANTS
HOUSING SECTION 8
AFFORDABLE HOUSING
CDBG ENTITLEMENT
LIBRARY ENDOWMENT FUND
LIBRARY GIFTS/BEQUESTS
TREE MAINTENANCE
MEDIAN MAINTENANCE
STREET LIGHTING
BUENA VISTA CRK CHNL MNT
LIGHTING AND LANDSCAPING DIST #2
CULTURAL ARTS DONATIONS
PUBLIC ART
RECREATION DONATIONS
SENIOR DONATIONS
COMMUNITY ACTIVITY GRANTS
PUBLIC EDUCATION GOVERNMENT
TOTAL SPECIAL REVENUE FUNDS
ENTERPRISE FUNDS
WATER OPERATIONS
RECYCLED WATER OPERATIONS
SANITATION 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
REDEVELOPMENT
VILLAGE OPERATIONS / DEBT SVC
VILLAGE LOW/MOD INCOME HSNG
SCCRA OPERATIONS / DEBT SVC
SCCRA LOW/MOD INCOME HSNG
TOTAL REDEVELOPMENT
2005-06
ACTUALS
81,952
118,390
13,906
5,732,312
252,157
965.154
10,050
117,072
603,625
557,835
1,166,130
44,783
53,060
40,006
13,241
11,670
8,697
28,058
0
9,818,098
22,493,595
2,986,327
8,366,660
1,817,495
35.664,077
1 ,333,263
1,104.140
1 ,035.588
2,391,685
1 ,256,387
4,121,442
11,242,505
2,375,507
67,190
411,968
30,149
2,884,814
2006-07
ACTUALS
152,853
131.080
39,798
5,208,220
341,796
370,135
10,251
114,526
578,008
510,376
951 ,686
49,747
117,018
41 ,936
8,501
21,351
14,494
30,000
0
8,691,776
38,707,083
3.418,249
8,601,772
1 ,987,290
52,714,394
t,284,199
2,238,935
793,414
2,526,020
1 ,228,245
4,735,829
12,806,642
2,591,480
62,371
185,155
29.760
2,868,766
2007-08
ESTIMATED
EXPENDITURES
153,009
178,980
30,656
5,720,511
817,052
480,855
14,400
118,825
598,368
709,226
1 ,244,978
90,600
248,434
63,368
22,100
17,900
60,267
30,000
0
10,599,529
26,011,539
4,861,031
10,426,634
3,225,239
44,524,443
1,774,325
1,379,109
9,169,353
2,512,055
2,685,557
6,152,523
23,672,922
1,661,275
108,418
184,075
47,754
2,001,522
2007-08
ADOPTED
BUDGET
140.351
219.746
0
6,020,512
436,366
602,848
12.350
0
598,368
709,226
1 ,244,978
90,600
248,434
59,520
26,100
16,200
64,500
30,000
0
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
1 ,609.336
95,604
180,293
43,595
1 ,928,828
2008-09
PROPOSED
BUDGET
313,500
240,462
0
5,896,617
408.007
1 ,054,750
16,000
25,000
604,933
721,058
1,170,021
111,500
196,887
87,560
38,900
93,200
59,300
40,000
222.829
1 1 ,300,524
28,464,975
6,195,401
10,223,472
3,398.114
48,281,962
1 ,829,429
1,691,190
996,405
3,041,107
998,000
6,674,450
15,230,581
1 ,698.237
96,692
173,287
43,910
2,012,126
%INCR (DEC)
07-08 BUD
TO
08-09 BUD
123.4%
9.4%
-
-2.1%
-6.5%
75.0%
29.6%
1.1%
1.7%
-6.0%
23.1%
-20.7%
47.1%
49.0%
475.3%
-8.1%
33.3%
-
7.4%
9.3%
24.6%
-5.7%
2.9%
6.9%
-9.8%
25.3%
3.0%
10.7%
15.4%
32.6%
17.2%
5.5%
1.1%
-3.9%
0.7%
4.3%
TOTAL OPERATING FUNDS 158,405,084 185.665,025 197.527.282 187,078,777 195,156,935 4.3%
General Fund
NonGF
118,331.742
76,825.193
195.156,935
NOTE: Estimated expenditures may exceed Adopted Budget since they include prior year budget appropriations.
B-23
Exhibit 5
PERSONNEL ALLOCATIONS
MAJOR SERVICE AREA
POLICY AND LEADERSHIP GROUP |
CITY COUNCIL
CITY MANAGER
COMMUNICATIONS
CITY TREASURER
CITY ATTORNEY
[ADMINISTRATIVE SERVICES |
ADMINISTRATION
RECORDS MANAGEMENT
INFORMATION TECHNOLOGY
FINANCE
RISK MANAGEMENT
HUMAN RESOURCES & WORKERS COMP
[PUBLIC SAFETY |
POLICE
FIRE
(COMMUNITY DEVELOPMENT |
COMMUNITY DEVELOPMENT ADMINISTRATION
BUILDING & CODE ENFORCEMENT
ECONOMIC DEVELOPMENT & REAL PROPERTY MGMT
GEOGRAPHIC INFORMATION SYSTEMS
PLANNING
HOUSING AND REDEVELOPMENT
(COMMUNITY SERVICES |
LIBRARY
CULTURAL ARTS
RECREATION & SENIOR PROGRAMS
(PUBLIC WORKS |
ADMINISTRATION
ENGINEERING SERVICES
GENERAL SERVICES
MAINTENANCE & OPERATIONS
ENVIRONMENTAL PROGRAMS
FULL AND 3/4 TIME LABOR FORCE*
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
6.30
54.60
96.20
48.50
8.90
690.25
FINAL
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
3.00
14.00
2.00
4.00
27.00
10.00
48.00
5.00
30.50
6.45
56.90
98.00
55.45
11.70
711.25
PRELIMINARY
BUDGET
2008-09
1.00
8.00
3.75
0.75
7.00
2.00
8.00
19.50
28.00
2.00
10.00
162.00
88.75
3.00
14.00
2.00
4.00
27.00
10.00
48.00
5.00
30.50
6.65
56.90
99.30
55.20
11.95
714.25
I
2008-09
REQUESTED
CHANGES
0.00
1.00
0.00
0.00
0.00
0.00
0.00
0.50
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.20
0.00
1.30
(0.25)
0.25
3.00
B-24
Exhibit 5
PERSONNEL ALLOCATIONS FOR 2006-07, 2007-08 AND 2008-09 (Continued)
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*
2006-07
685.75
4.50
144.12
834.37
2007-08
706.75
4.50
140.34
851.59
2008-09
709.00
5.25
137.83
852.08
Difference
2.25
0.75
(2.51)
0.49
LIMITED TERM EMPLOYEES
Associate Planner
Building Inspector Limited Term
CIS Intern
Human Resources Limited Term
Legal Intern
Management Interns
Planning Technician Intern
TOTAL LIMITED TERM EMPLOYEES
2006-07
0.00
2.00
0.50
0.00
0.50
1.50
1.00
5.50
2007-08
1.00
2.00
0.50
1.00
0.50
1.50
0.00
6.50
2008-09
1.00
2.00
0.50
0.00
0.50
0.50
0.00
4.50
Difference
0.00
0.00
0.00
(1.00)
0.00
(1.00)
0.00
(2.00)
B-25
Exhibit 6
CITY OF CARLSBAD
MASTER FEE SCHEDULES
June 2008
General City Service fee increases approved by Council on
June 24, 2008 will go into effect August 1, 2008. Water/Sewer fee
increases will become effective on November 1, 2008 pending the
successful outcome of the September 9, 2008 public hearing.
Development-Related Service fee increases approved by Council on
June 24, 2008 will go into effect September 1, 2008.
Development-Impact fee increases approved by Council on
June 24, 2008 will go into effect September 1, 2008
City of Carlsbad
Master Fee Schedule
Table of Contents
Section 1 - General City Service Fees
Miscellaneous Fees
Fire Fees
Library Fees
Police Fees
Sewer Fees
Solid Waste Fees
Parks & Recreation Fees
Aqua Hedionda Lagoon Fees
Aquatic Fees
Water District Fees
Recreation/Safety Center/ Seniors &
Faraday Facility Rental
Library Facility Rental
Section 2 - Development Related Service Fees
Section 3 - Development Impact Fees
1-1
1-2
1-3
1-3
1-4
1-4
1-5
1-5
1-5
1-6
Schedule A
Schedule B,C
CITY OF CARLSBAD
MASTER FEE SCHEDULES
SECTION 1
GENERAL CITY SERVICE FEES
June 2008
CITY OF CARLSBAD
FEE SCHEDULE
GENERAL CITY FEES AND CHARGES
June 2008
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
Police - Entertainment License
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 for TSC
Fire
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)
(D
(9)
(9)
(10)
FY 2007/08
Current
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
$
$
copy charge
$ 35.00
$ 150.00
$
$ 75.00
$ 150.00
$ 295.00
$ 10.00
$ 120.00
$ 265.00
$ 240.00
$ 315.00
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
$
$
copy charge
$ 35.00
$ 150.00
$
$ 75.00
$ 150.00
$ 295.00
$ 10.00
$ 123.00
$ 271.63
$ 246.00
$ 322.88
June 2008 1-1
CITY OF CARLSBAD
FEE SCHEDULE
GENERAL CITY FEES AND CHARGES
June 2008
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 Interlibrary Loan
Lost library Card
Lost/Damaged Videotape/DVD
Lost/Damaged beyond repair book/audio item
Lost/Damaged Library Materials
Notes
(6)
FY 2007/08
Current
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
Proposed
Fee
$ 112.75
$ 112.75
$ 112.75
$ 112.75
$ 112.75
$ 174.25
$ 174.25
$ 112.75
$ 112.75
$ 246.00
$ 174.25
$ 112.75
$ 174.25
$ 240.88
$ 169.13
$ 164.00
$ 307.50
$ 174.25
$ 123.00
$ 123.00
$ 310.00
$ 180.00
$ 180.00
$ 65.00
$ 71.75
$ 148.63
$ 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
June 2008 1-2
CITY OF CARLSBAD
FEE SCHEDULE
GENERAL CITY FEES AND CHARGES
June 2008
Fee Description
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
Police
Police Alorm 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 permitted)
Police - Burglary Alarm Response - Each Additional Occurence
Police - False Robbery - Panic Alarm Response - Second Occurrence (no charge for 1st response)
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)
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
Notes
(6)
(5)
(5)
(5)
(5)
(3)
(2)
FY 2007/08
Current
Fee
Actual Cost
$ 5.00
$ 0.50
Direct Cost
$ 5.00
sV
$ 50.00
$ 60.00
Direct Cost
$ 30.00
$ 60.00
$ 100.00
$ 100.00
$ 23.00
$ 115.00
$ 20.00
$ 65.00
$ 55.00
$
$ 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
Proposed
Fee
Actual Cost
$ 5.00
$ 0.50
Direct Cost
$ 5.00
«V
$ 50.00
$ 60.00
Direct Cost
$ 30.00
$ 60.00
$ 100.00
$ 100.00
$ 23.00
$ 115.00
$ 20.00
$ 65.00
$ 55.00
$
$ 15.00
$ 15.00
Actual Cost
$ 110.00
$ 330.00
$ 13.00
$ 154.00
$ 200.00
$ 17.65
$ 17.65
$ 2.51
$ 2.51
$ 2.08
$ 2.73
$ 4.31
$ 0.27
$ 0.53
$ 0.80
$ 3.97
$ 5.21
June 2008 1-3
CITY OF CARLSBAD
FEE SCHEDULE
GENERAL CITY FEES AND CHARGES
June 2008
Fee Description
- 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
- 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)
Rental Staffing Fee
Deposits & General Fees - See Schedule A
Recreation and Safetv Center Facility 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 Vessels Over 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
Aquatic Facility Rental - See Schedule A
Per Admission - Youth & Teen
Per Admission - Adult - Resident
Per Admission - Adult - Non-Resident
City Classes - Beginner - Learn to Swim - Res
City Classes - Beginner - Learn 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 .
Notes
(4)
(8)
FY 2007/08
Current
Fee
$ 1.36
$ 18.87
$ 98.85
$ 181.03
$ 263.19
$ 345.35
$ 427.51
$ 509.68
$ 10.00
$ 42.00
$ 255.56
$ 10.00
$ 3.00
$ 10.00
$ 15.00
$ 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
$ 47.00
$ 67.00
$ 47.00
$ 67.00
$ 47.00
$ 67.00
$ 47.00
Proposed
Fee
$ 1.48
$ 18.87
$ 98.85
$ 181.03
$ 263.19
$ 345.35
$ 427.51
$ 509.68
$ 10.25
$ 42.00
$ 255.56
$ 10.00
$ 3.00
$ 10.00
$ 17.00
$ 84.00
$ 105.00
$ 37.00
$ 52.00
See below
50% curr. fee
50% curr. fee
$ 8.00
$ 16.00
$ 24.00
$ 8.00
$ 13.00
$ 2.00
$ 3.00
$ 4.00
$ 47.00
$ 67.00
$ 47.00
$ 67.00
$ 47.00
$ 67.00
$ 47.00
June 2008 1-4 Ll
CITY OF CARLSBAD
FEE SCHEDULE
GENERAL CITY FEES AND CHARGES
June 2008
Fee Description
Contract Classes - Adapted Aquatics - Non-Res
Masters Swim (Daily Fee) - Res
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)
Water District
Agricultural Water Rate
Backflow Preventer Charge (per month, each account)
Backflow Inspection - California Department of Environmental Health (CDEH)
Backflow Reinspection
Backflow 2nd Notice
Backflow 3rd Notice
Blueprinting of Standard Size (24" x 36") Improvement Plan Sheet (Cost for each)
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
FY 2007/08
Current
Fee
$ 67.00
$ 4.00
$ 6.00
$ 47.00
$ 67.00
$ 47.00
$ 67.00
$ 47.00
$ 67.00
$ 47.00
$ 67.00
$ 1.45
$ 3.00
0.00
0.00
$
$
$ 5.00
$
$ 1.68
$ 1.76
$ 1.59
$ 1.59
$ 1.59
$ 1.59
$ 1.59
$ 1.59
$ 1.59
$ 1.59
$ 1.59
$
$ 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
Proposed
Fee
$ 67.00
$ 4.00
$ 6.00
$ 47.00
$ 67.00
$ 47.00
$ 67.00
$ 47.00
$ 67.00
$ 47.00
$ 67.00
$ 1.45
$ 3.00
Actual Cost
Actual Cost
$ 8.00
$ 22.00
$ 5.00
$
$ 2.01
$ 2.12
$ 1.91
$ 1.91
$ 1.91
$ 1.91
$ 1.91
$ 1.91
$ 1.91
$ 1.91
$ 1.91
$
$ 14.54
$ 17.87
$ 24.50
$ 42.26
$ 60.88
$ 108.89
$ 176.49
$ 341.99
$ 541.28
$ 35.00
$ 10.00
$ 12.00
$ 15.00
$ 100.00
$ 185.00
$ 992.00
June 2008
CITY OF CARLSBAD
FEE SCHEDULE
GENERAL CITY FEES AND CHARGES
June 2008
Fee Description
Water Meter - Construction Meter rental fee
Water Meter - Construction Meter Relocation
Notes
FY 2007/08
Current
Fee
$ 50.00
$ 20.00
Notes:
(1) - Charge is cost of supplies plus additional 60%.
(2) - Nonresidential sewer rates are calculated based on flow, strength and pretreatment requirements.
(3) - See Carlsbad Municipal Code Section 8.17.070
(4) - Adopted by Council on 02/2006
(5) - Per section 8.50.080(e), Ord NS-230 ph1,2,1993; Ord -53 ph 3, 1989: Ord. 1278 ph 1 (part) 1985)
(6)- See Schedule C
(7) - Streets and Highways Code Section 8760-8769
(8)- Code Section 11. 24
(9)- Code Section 10.56.070 and 10.56.100
(10)- Code Section 8.09.01 3
Proposed
Fee
$ 115.00
$ 34.00
June 2008 1-6
Schedule A
CLASSIFICATION OF APPLICANTS
Each application will be reviewed by the Department staff and classified into a category depending on the
type of organization and the intended use. The 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
was established.
CATEGORY
A.
B.
C.
D.
E.
F.
DESCRIPTION
Carlsbad Parks and Recreation activities;
Co-sponsored activities; other City
departments
Carlsbad resident: not-for-profit civic, not-
for-profit social organizations (non-paid
management - no voting board member
can be paid); any organization sponsoring
a public forum or candidates night; public
education
Carlsbad resident: not-for-profit civic, not-
for-profit social organizations (paid
management); private educational
institutions
Non-resident: not-for-profit educational, not
for profit civic and not-for profit social
organizations; resident private parties; and
locally organized groups whose normal
place of meeting is located in the City of
Carlsbad.
Carlsbad resident: commercial, business,
profit making organization, non-resident
private party activities
Non-resident: commercial, business,
political, profit making and religious
organizations
EXAMPLES
Friends of the Library, Carlsbad Book
Fair, Recreation and Lap Swim, Swim
Lessons, Masters Swim Program
Carlsbad Rotary, La Costa Youth
Organization, Carlsbad Softball
Association, Carlsbad Youth Baseball,
Boy Scouts, Carlsbad Homeowner's
Associations, Carlsbad Unified School
District
Boy's and Girl's Club, Property
Management Associations
North County AA, YMCA, resident
religious and political groups, Mira
Costa
Carlsbad Inn, non-resident parties,
weddings or receptions
Trade shows, company training,
meetings, seminars, scuba shops,
commercials or photo shoots
CITY OF CARLSBAD
FEE SCHEDULE
GENERAL CITY FEES AND CHARGES
FACILITY FEE SCHEDULE AND CLASSIFICATIONS
Schedule A
DEPOSITS
Cleaning/ Damage Deposit - All
Non-Refundable Security Deposit
Non-Refundable Security Deposit - Leo
Carrillo Ranch
CATEGORY
A B C D E F
Up to $5,000 (Categories B - F)
$50 or payment in full (Categories B - F)
$500 or payment in full (Categories B - F)
FACILITIES
Harding Community Center (Hourly Rates)
LOCATION
Auditorium
Recreation Hall (Kitchen included)
Community Room
Kitchen
CATEGORY
A B C D E F
N/C
N/C
N/C
N/C
$ 20
$ 20
N/C
$ 10
$ 30
$ 30
$ 15
$ 15
$ 50
$ 50
$ 20
$ 20
$ 65
$ 65
$ 30
$ 25
$ 85
$ 85
$ 45
$ 35
Stagecoach/Calavera Hills Community Centers (Hourly Rates)
LOCATION
Gymnasium
1/2 Gym Rental
Activity Room
Multi-Purpose Room
CATEGORY
A B C D E F
N/C
N/C
N/C
N/C
$ 40
$ 20
$ 20
N/C
$ 50
$ 25
$ 30
$ 25
$ 60
$ 30
$ 40
$ 30
$ 80
$ 40
$ 55
$ 40
$ 105
$ 50
$ 75
$ 60
Safety Center (Hourly Rates)
LOCATION
Fox Meeting Room
Palowski Meeting Room
CATEGORY
A B C D E F
N/C
N/C
$ 20
$ 20
$ 30
$ 30
$ 40
$ 40
$ 55
$ 55
$ 75
$ 75
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
June 2008 Schedule A-1
Facilities Continued
Aviara Park (Hourly Rates)
LOCATION
Meeting Room
A
N/C
B
N/C
CATEGORY
C D E F
$ 10 $ 15 | $ 20 | $ 25
Carrillo Ranch (Hourly Rental Fee)
LOCATION
Full Site Rental
Cabana & Pool Area
Patio Area
Barbeque Access one time fee
CATEGORY
A B C D E F
N/C
N/C
N/C
N/C
$ 90
$ 78
$ 31
$ 50
$ 115
$ 91
$ 45
$ 60
$ 141
$ 107
$ 61
$ 75
$ 168
$ 130
$ 78
$ 95
$ 195
$ 152
$ 91
$ 120
Fees are based on an hourly rate with a six hour minimum
Misc. Addt'l Costs
LOCATION
Insurance Policy Processing Fee
Security Staff Processina Fee
Staffing Fee (with exception of Swim
Complex)
No Show/Facility Rental
CATEGORY
A B C D E F
$25 per event
$25 per event
$17 per hour (Categories B-F)
N/C $ 25 N/C N/C N/C N/C
PARKS/PICNICS
Group Sizes 1-100/101 +
Stagecoach, Calavera Hills, Aviara, Pine Amphitheater or Picnic Structure, Holiday Park (Hourly Rates)
LOCATION
Covered Picnic Areas
A
N/C
B
| $9/$14
CATEGORY
C D
$15/$20 | $19/$35
E
$25/$40
F
$40/$60
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
N/C
N/C
$7/$10
$7/$10
$11/$16
$11/$16
$13/$28
$13/$28
$18/$33
$18/$33
$28/$48
$28/$48
Miscellaneous Addt'l Costs
LOCATION
Insurance Policy Processing Fee
Security Staff Processing Fee
Staffing Fee (with exception of Swim
Complex)
Inflatable Party Jump Permit
CATEGORY
A B C D E F
$25 per event
$25 per event
$1 7 per hour (Categories B - F)
$10 - Resident/ $20 - Non-Resident (Categories B - F)
June 2008 Schedule A-2
ATHLETIC FIELDS
Natural Turf (Hourly Rates)
LOCATION
Day Use
Non-Resident (Per Player)
Lights
Snack Bars
Off Season Field Use Fee
CATEGORY
A B C D E F
N/C
N/C
N/C
N/C
N/C
$ 5
$ 9
N/C
N/C
$ 5
$ 20
$ 5
$ 25
N/C
$ 30
$ 8
$ 30
N/C
$ 35
$ 10
$ 35
N/C
$ 40
$ 12
$3 per hour (Category B)
Synthetic Turf Field Use Fees (Hourly Rate)
LOCATION
Day Use
Non-Resident (Per Player)
Lights
Snack Bars
Off Season Field Use Fee
CATEGORY
A B C D E F
N/C
N/C
N/C
N/C
N/C
$ 5
$ 9
N/C
$ 25
$ 5
$ 35
$ 5
$ 45
N/C
$ 55
$ 8
$ 55
N/C
$ 65
$ 10
$ 65
N/C
$ 75
$ 12
$3 per hour (Category B)
Clinics/Camps (Hourly Rate)
LOCATION
Day Use
Lights
Snack Bar
CATEGORY
A B C D E F
N/C
N/C
N/C
$ 8
$ 13
N/C
$ 13
$ 18
$ 5
$ 18
$ 23
$ 8
$ 23
$ 28
$ 10
$ 28
$ 33
$ 12
Tournaments (Hourly Rate)
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
TENNIS COURTS
Tennis Court (Daily Fee Per Court)
LOCATION
Carlsbad High School
A B C D
N/C | N/C | $ 20 $ 30
E F
$ 40 $ 60
* Tournament Play Only
June 2008 Schedule A-3
AQUATIC FACILITY
Swim Complex (Whole Pool (Hourly Rates)
LOCATION
Per Lane Per Hour
Pool
Aquatics Staff Costs - City provided services
(Live Guard/Supervision - Per Hr)
A
N/C
N/C
B
$ 8
$ 80
CATEGORY
C D
$ 8.50
$ 85
$ 9
$ 90
E
$ 11
$ 110
F
$ 12
$ 120
$24 (Categories B - F)
Aquatic Facility
Swim Passes-1 Month Family - Res.
Swim Passes-1 Month Family - Non-Res.
Swim Passes-4 Month Family - Res.
Swim Passes-4 Month Family - Non-Res.
Swim Passes-One Month Individual - Resident
Swim Passes-One Month Individual - Non-Resident
Swim Passes-Four Month Individual - Resident
Swim Passes-Four Month Individual - Non-Resident
Aquatics Staff Costs - City provided services (Life Guard / Supervision etc. - Per Hr)
$
$
$
$
$
$
$
$
$
47
72
95
120
35
50
60
90
24
June 2008 Schedule A-4
Schedule B
CARLSBAD CITY LIBRARY FACILITY FEE SCHEDULE
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
C
D
E
F
Carlsbad Resident not for profit
(non-paid management); ex.
Boys & Girls Scouts.
Carlsbad Resident not for profit
(paid management); Prt Mgt
HOAs, Boys & Girls clubs.
Non- Resident not for profit.
Residential Commercial, for
profit et al.
Non-resident Commercial and
other organizations.
Meeting
Room
N/C
$15
$20
$30
$40
Auditorium
$15
$20
$55
$75
$100
Cleaning Deposit
refundable
$200
$200
$200
$200
$200
Additional
Services
Prices apply to all
applicant
classifications
VCR & Monitor
Use
$10
Slide/Overhead
Projector
&Screen Use
$5
Data/video
Projector &
Screen Use
$20
Audio Visual
Technician
*$20 per hour
'Auditorium use evenings 6-9 p.m. Monday-Thursday and weekends 9a.m. -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
Schedule C
CARLSBAD CITY LIBRARY SCHULMAN AUDITORIUM
Specialized Audio Visual Services Fee Schedule
Video Services Per Hour
One Camera Shoot
Multi-Camera Production
Graphics
Video Engineer
Sound Engineer
Camera Operator
Technical Director
Director
Lighting Technician
Non-Linear Editing with Operator
Audio Editing / Sweetening
DVCAMTape-1248184
VMS Tape - Copy
DVD - Copies
CD - Audio Copies
$37.50
$75
$150
$60
$75
$20
$20
$20
$125
$125
$150
$28 ea
$15ea
$12ea
$15ea
Audio Services Per Hour
Eight Microphone Set-up
One CD / Cassette Player
Two Effects Processor
DAT Tape - Copy
Additional Microphone / Device Input
Stage Monitor
CD Recording
MiniDisc Recording
Eight Channel ProTools Post Production
Sixteen Channel ProTools Post Production
Audio Editing / Sweetening
$100
$10
$30
$15
$15
$25
$50
$25
$250
$350
$150
June 2008 Schedule C-5
CITY OF CARLSBAD
MASTER FEE SCHEDULES
SECTION 2
DEVELOPMENT-RELATED
SERVICE FEES
June 2008
53
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT RELATED SERVICE FEES
JUNE 2008
Fee 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 (65% 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 + 10 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
Note
(*)
(1)
(8)
(8)
(8)
(8)
(8)
(5)
(5)
FY 2007-08
Current
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
FY 2008-09
Proposed
Fee
$ 59.45
$ 1,194.13
$ 190.00
$ 49,000.00
$ 142,000.00
$ 10,000.00
$ 1,000.00
$ 624.23
$ 613.46
$ 624.23
Court costs
$ 968.63
$ 3,372.25
$ 753.38
$ 1,271.00
$ 451.00
$ 635.50
$ 999.38
$ 2,024.38
$ 3,295.38
$ 410.00
$ 225.50
$ 794.38
$ 896.88
$ 615.00
$ 4,161.50
$ 697.00
$ 2,239.63
$ 784.13
$ 840.50
$ 194.75
$ 389.50
$ 87.13
Actual cost
$ 20.50
$ 604.75
$ 1,604.13
$ 882.53
June 2008
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT RELATED SERVICE FEES
JUNE 2008
Fee Description
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
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
CIS Technical Services (per hour Technician)
GIS Technical Services (per hour Manager)
GIS Production of new documents
GIS Digital Data Delivery
GIS Reproduction of Existing Documents
General Plan Amendment - 0 - 5 Acres
General Plan Amendment - Over 5 Acres
Grading Permit Application
Grading Permit
Grading Permit Investigation Fee
Grading Permit Extension Fee
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)
Hillside Development Permit Extension - Other (Multiple Lots)
Hillside Development Permit Extension - Single Family Lot
Inspection Overtime-per Hour (On Request) - each additional hour at $70
Inspection - Additional Planning
Note
(5)
(5)
(5)
(1)
(6)
(6)
(1)
(D
(8)
(8)
(D
(1)
FY 2007-08
Current
Fee
$ 18,165.00
$ 2,275.00
$ 12,220.00
$ 305.00
$ 210.00
$ 1,800.00
$ 2,500.00
Actual Cost
Actual Cost
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
n/a
n/a
$ 105.00
$ 84.00
FY 2008-09
Proposed
Fee
$ 18,619.13
$ 2,331.88
$ 12,525.50
$ 312.63
$ 215.25
$ 1,926.75
$ 2,656.75
Actual Cost
Actual Cost
Actual Cost
Actual Cost
Direct cost
$ 3,961.63
$ 5,714.38
Actual cost
25% permit fee
$ 1,153.13
$ 2,331.88
$ 656.00
$ 1,998.75
50% Minor Fee
75% Original fee
$ 512.50
$ 3,187.75
75% Original Fee
$ 3,627.81
75% Original Fee
$ 4,961.00
$ 2,925.00
$ 4,515.00
25% of original fee
25% of original fee
$ 107.63
$ 86.10
June 2008 2-2
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT RELATED SERVICE FEES
JUNE 2008
Fee Description
Landscape Plan Check
Landscape Inspection
License Tax on New Construction - Mobile Homes
Lighting and Landscape District #2 Annexation
Local Coastal Plan - Amendment
Major Site Development Plan (Non Res) Extension
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)
Minor Conditional Use Permit Extension
Minor Site Development Plan Extension
Neighborhood Improvement Agreements
Noticing Service (plus postage)
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 - 4 or less Extension
PD Res - 5 to 50
PD Res 5 to 50 Extension
PD Res - 51 or more
PD Res - 51 or more Extension
PD - Non-Res - 4 or less
PD - Non-Res - 4 or less Extension
PD - Non-Res - 5 to 50
PD - Non-Res - 5 to 50 Extension
PD - Non-Res - 51 or more
PD - Non-Res - 51 or more Extension
Permit Amendments Not Specifically Identified
Planned Industrial Permit
Planned Industrial Permit - Amendment
Planned Industrial Permit Extension
Note
(D
(D
(8)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(4)
FY 2007-08
Current
Fee
$ 1,864.00
$ 4,400.00
$ 5,650.00
n/a
$ 37,840.00
$ 6,435.00
$ 1,510.00
$ 23,675.00
$
$
$ 430.00
$ 290.00
$ 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
n/a
$ 7,570.00
n/a
$ 11,960.00
n/a
$ 2,730.00
n/a
$ 7,570.00
n/a
$ 11,960.00
n/a
$ 4,210.00
$ 1,890.00
n/a
FY 2008-09
Proposed
Fee
$ 1,929.00
$ 5,400.00
$ 5,791.25
25% of original fee
$ 38,786.00
$ 6,595.88
$ 1,547.75
$ 24,266.88
50% of original fee
25% of original fee
$ 440.75
$ 292.00
$ 16.00
$ 90.00
$ 11,240.00
$ 1,506.75
$ 5,747.18
$ 7,749.00
$ 1,711.75
$ 6,165.38
$ 8,348.63
$ 348.50
$ 328.00
$ 688.80
$ 2,798.25
25% of original fee
$ 7,759.25
25% of original fee
$ 12,259.00
25% of original fee
$ 2,798.25
25% of original fee
$ 7,759.25
25% of original fee
$ 12,259.00
25% of original fee
$ 4,315.25
$ 1,937.25
25% of original fee
June 2008 2-3
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT RELATED SERVICE FEES
JUNE 2008
Fee Description
Planning Commission Determination - Single Family
Planning Commission Determination - Other
Planning Commission Discussion Item
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 191 1 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
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
Sidewalk Cafe Permit - Redevelopment
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 Area
Site Development Plan - Res. <= 4 units/lots
Site Development Plan
Note
(7)
(7)
FY 2007-08
Current
Fee
$ 915.00
$ 1,480.00
$ 600.00
$ 6,890.00
$ 3,750.00
$ 640.00
$ 640.00
$ 180.00
$
$ 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
$ 155.00
$ 315.00
$ 670.00
$ 670.00
$ 380.00
$ 370.00
$ 680.00
Actual Cost
Actual Cost
$ 44.00
$ 44.00
$ 55.00
$ 955.00
$ 575.00
$ 275.00
$ 65.00
$ 4,045.00
$ 10,260.00
FY 2008-09
Proposed
Fee
$ 937.88
$ 1,517.00
$ 615.00
$ 7,062.25
$ 3,843.75
$ 656.00
$ 656.00
$ 184.50
$
$ 635.50
$ 450.00
$ 560.00
$ 651.00
$ 217.00
$ 407.00
$ 410.00
$ 1,527.25
$ 2,798.25
$ 161.44
$ 548.38
$ 1,345.31
Actual cost
Actual cost
$ 158.88
$ 322.88
$ 686.75
$ 686.75
$ 389.50
$ 379.25
$ 697.00
Actual Cost
Actual Cost
$ 56.00
$ 56.38
$ 56.38
$ 978.88
$ 589.38
$ 276.00
$ 66.63
$ 4,146.13
$ 10,516.50
June 2008
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT RELATED SERVICE FEES
JUNE 2008
Fee Description
Site Development Plan Amendment (Minor)
Site Development Plan Amendment (Major)
Special Use Permit - Extension
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 180 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 1 st 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)
Tentative Tract Map - 50+ Lots/Units + $15ea 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
Variance - Administrative (Planning)
Note
(D
FY 2007-08
Current
Fee
$ 2,700.00
$ 6,950.00
n/a
$ 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
$ 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
FY 2008-09
Proposed
Fee
$ 2,767.50
$ 7,123.75
25% of original fee
$ 3,239.00
$ 3,587.50
$ 2,593.25
$ 3,110.88
$ 2,249.88
$ 20,848.50
$ 1,347.88
$ 32,395.13
220/75
220/40
$ 295.00
240/115
240 /70
$ 420.00
$ 1,517.00
$ 3,100.00
$ 1,230.00
$ 937.88
$ 3,818.13
$ 7,062.25
$ 3,531.13
$ 1,368.38
$ 3,115.00
25% of orig. fee
$ 7,646.50
$ 15,282.75
$ 2,680.38
$ 6,939.25
$ 691.88
$ 970.00
$ 2,024.38
$ 660.00
$ 174.25
$ 389.50
$ 697.00
$ 2,624.00
$ 697.00
June 2008
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT RELATED SERVICE FEES
JUNE 2008
Fee Description
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
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
Class I - One time fee for new users
Class II - One time fee for new users
Class III - One time fee for new users
Note
(9)
(9)
FY 2007-08
Current
Fee
$ 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
$ 270.00
$ 270.00
$ 80.00
FY 2008-09
Proposed
Fee
$ 699.05
Actual Cost
$ 4,551.00
$ 6,165.38
$ 5,868.13
$ 76.88
$ 331.00
meter fee
$ 364.00
$ 403.00
$ 1,158.00
$ 628.00
$ 1,388.00
$ 776.00
Actual Cost
Actual Cost
Actual Cost
Actual Cost
No charge
Actual Cost
Actual Cost
direct cost
$ 30.75
$ 200.00
$ 190.00
$ 30.00
$ 270.00
$ 270.00
$ 80.00
June 2008 "59
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT RELATED SERVICE FEES
JUNE 2008
FY 2007-08 FY 2008-09
Fee Description Note
Current
Fee
Proposed
Fee
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 Districts 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, updated AB19183 9/07/2007
June 2008 2-7 t/D
FIRE PROTECTION SYSTEM INSTALLATION FEES - Proposed (FT08-09) Schedule #1
Plan Review
Inspection Fees
Qty. | Cost
Total
Fee
Automatic Sprinkler Systems
- Residential System
- Commercial System - 1st riser 1st floor
- ea add'l riser
- Tenant Improvement
$65
$65
3 at $65 each
1 at $65 each
$260
$1,200
$600
$130
Fire Alarm Systems
- 1 to 25 Devices
- 26 or more Devices
$60 minimum
$100
1 at $65 each
2 at $65 each
$125
$230
Other Fixed Fire Systems
- Hood and Duct
- Special Chemical Agent
- Standpipe
- Paint Spray Booth
Repeated Inspection on new construction
$65
$65
$80
$80
1 at $65 each
1 at $65 each
2 at $65 each
2 at $65 each
1 at $75 each
$130
$130
$210
$210
$75
FIRE PROTECTION SYSTEM INSTALLATION FEES - Current {FT07-P8)
Automatic Sprinkler Systems
- Residential System
- Commercial System - 1 st riser 1 st 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
Schedule #1
Inspection Fees
No. | Cost
3 at $65 each
1 at 65 each
1 at $65 each
2 at 65 each
1 at 65 each
1 at 65 each
2 at 65 each
2 at 65 each
1 at 75 each
Total
Fee
$260
1,200
600
130
$125
230
130
130
210
210
75
June 2008
2-8
GRADING PLANCHECK FEES - (FY'08-09) Schedule #2
Amount
100 CY* or less
101to1,OOOCY
1,001 to 10.000 CY
10,001 io 100.000 CY
100,001 Io 20O.OOO CY
200,001 CY or more
Fee
$393
$786 for the first 100 cubic yards plus $120 for each additional 100 cubic yards or fraction thereof.
$2,352 for the first 1 ,000 cubic yards plus $120 for each additional 1 .000 cubic yards or fraction
thereof.
$3.702 for the first 10,000 cubic yards plus $180 for each additional 10,000 cubic yards or fraction
thereof
$5,646 for the first 1 00,000 cubic yards plus $285 for each additional 1 0,000 cubic yards or fraction
thereof.
$9.058 for the first 200.000 cubic yards plus $130 for each additional 100.000 cubic yards or
fraction thereof.
•CY = Cubic Yards
Index J.40%| 06-07 COSF
Current [Proposed | Unit Cost | Subsidy |% Change
$380 $393 $1.206 ($813) 3.40%
$760 $786 $2.518 ($1,732) 340%
$2,275 $2,352 $3,187 ($835) 340%
$3,580 $3,702 $4,850 ($1,148) 3.40%
$5,460 $5,646 $7.811 ($2.165) 3.40%
$8.760 $9.058 $11,181 ($2.123) 3.40%
June 2008 2-9
GRADING PERMIT FEES • (FV08-09)
Amount
100 Cubic Yards (CY) or less
101 tol.OOOCY
1,001 to 1 0,000 CY
10,001 to 1 00,000 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
Fee
S393
$398
$1,117
$1,846
$3.236
$4,777
$9,482
$16,544
Schedule #3
for the first 1 00 CY plus $65 for each additional 1 00 CY or fraction thereof
for the first 1 ,000 CY plus $65 for each additional 1 ,000 CY or fraction thereof
for the first 10,000 CY plus $130 for each additional 10,000 CY or fraction thereof,
for the first 100.000 CY plus $130 for each additional 10.000 CY or fraction thereof,
for the first 200,000 CY plus $195 for each additional 10.000 CY or fraction thereof,
for the first 400,000 CY plus $980 for each additional 100,000 CY or fraction thereof,
for the first 1,000,000 CY plus $710 for each additional 100.000 CY or fraction thereof.
Index
Current
$380
$385
$1.060
$1.785
$3.130
$4.620
$9,170
$16,000
3.40%
Proposed
$393
$398
$1.117
$1,846
$3.236
$4.777
$9.482
$16.544
06-07 COS
Unit Cost
$744
$1.175
$1.888
$3.802
$6,363
$9.906
$17,893
$29,290
Subsidy
($351)
($777)
($771)
($1.956)
($3.127)
($5,129)
($8.411)
($12.746)
% Change
340%
340%
3 40%
3.40%
3.40%
3 40%
3 40%
340%
Ui3>
June 2008
2-10
IMPROVEMENT CONSTRUCTION INSPECTION FEES
Colt of Improvement*
$0 to $20.000
$20.001 la (50.000
150,001 to $100.000
$100.001 to S250.000
$250,001 to $500.000
$500.001 to $1,000.000
$1,000.001 or more
55% • $375 Minimum
$1,561 for the first $20.000 plus $250 for each additional $10.000 or fraction
thereof.
$3.129 for the first $50.000 plus $125 for each additional $10.000 or fraction
thereof.
$3.909 for the first $100.000 plus $100 for each additional $10.000 or fraction
thereof.
$5,790 for the first $250.000 plus $105 for each additional $10.000 or fraction
thereof.
$9,399 lor the first $500.000 plus $105 for each additional $10.000 or fraction
thereof.
$14.993 for the first $1.000,000 plus $105 for each additional $10.000 or fraction
thereof.
Current Proposed
J.40% 06-07 COS
I Unit Colt Subsidy |% Change
5.5% • $375 Minimum 5.5% - $375 Minimum $6.106
$1,561 $6,106 ($4,545) 3.40%$1.510
$3.025
$3,780
$5,600
$9.090
$3.128 $6.106 ($2.978) 340%
S3.90S $6.106 ($2.197) 3.40%
$5,780 $12,168 ($6,378) 340%
$9,399 $23.632 ($14,233) 340%
$14,993 $38.927 ($23,934) 340%
IMPROVEMENT PLAN REVIEW FEES - (FY-0«-09)Schedule #5
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
Fee Fee
$ 1,256 plus 5% of value of improvements
$ 1,603 plus 4% of value of improvements - $2,470 minimum
$ 2,068 plus 3% of value of improvements - $4,090 minimum
$ 2,321 plus 2 5% of value of improvements - $5.840 minimum
$ 7.021 plus2%ofvalueofimprovements-$13,910minimum
$ 12.408 plus 1.5% of value of improvements - $23,840 minimum
$12.682 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 trie cost of curbs, gutters.
sidewalks, asphalt or concrete paving, storm drains, etc.)
Index
Current
$1.215
$1.550
$2.000
$2.245
$6.790
$12.000
$12.265
3.40%
Proposed
$1.258
$1.603
$2.068
$2.321
$7.021
$12.408
$12,682
06-07 COS
Unit Cost
$2.700
$4.044
55.603
$10.840
$16.718
$22.916
$49,143
Subsidy
($1.444)
($2.442)
($3.535)
($8.518)
($9.697)
($10,508)
($36.461)
% Change
3.40%
3.40%
340%
340%
3.40%
3.40%
3.40%
June 2008
2-12
STREET LIGHT ENERGIZING FEES
Above fees
per light for
Watts
70
100
150
200
250
400
- Proposed (FY'08-09)
Lumens
5,800
9,500
16,000
22,000
30,000
50,000
are the cost for energizing each street light for 18 months and
connecting the light to an SDG&E service point.
Schedule #6
Fee
$94
$119
$151
$184
$226
$328
includes a $30 charge
STREET LIGHT ENERGIZING FEES
Watts
70
100
150
200
250
400
- Current (FY'07-08) Schedule #6
Lumens
5,800
9,500
16,000
22,000
30,000
50,000
Fee
128
162
210
258
322
473
Above fees are the cost for energizing each street light for 18 months
and includes a $30.00 charge per light for connecting the light to an
SDG&E service point.
June 2008
2-13
BUILDING PERMIT FEES - Proposed FY 08-09 Schedule #9
(65% 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 to $500 $15.28
$501 to $2,000 $15.28 for the first $500 plus $1.98 for
each additional $100, or fraction thereof,
to and including $2,000
$2,001 to $25,000 $45.01 for the first $2,000 plus $9.10 for
each additional $1,000, or fraction
thereof, to and including $25,000
$25,001 to $50,000 $254.31 for the first $25,000 plus $6.57 for
each additional $1,000, or fraction
thereof, to and including $50,000
$50,001 to $100,000 $418.43 for the first $50,000 plus $4.55 for
each additional $1,000, or fraction
thereof, to and including $100,000
$100,001 to $500,000 $645.93 for the first $100,000 plus $3.64 for
each additional $1,000, or fraction
thereof, to and including $500,000
$500,001 to $1,000,000 $2101.93 for the first $500,000 plus $3.09
for each additional $1,000, or fraction
thereof, to and including $1,000,000
$1,000,001 and up $3,645.69 for the first $1,000,000 plus
$2.05 for each additional $1,000 or
fraction thereof
Other Inspections and Fees:
1. Inspections outside of normal business hours (minimum charge - 2 hours) $65 per hour*
2. Reinspection fees $65 per hour*
3. Inspections for which no fee is specifically indicated (minimum charge - one-half hour) $65 per hour*
4. Additional plan review required by changes, additions or revisions to approved plans $65 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-
give percent of the fee shown in Schedule #9, and the plan check fee shall be sixty-five percent of the building
permit fee
June 2008 2-16
LANDSCAPE PLAN CHECK FEES - (FT08-09)
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
Schedule #8
Fee |
$548
$779 plus 3.0% over $20,000
$2,250 plus 1.5% over $50,000
$3,413 plus 2% over $100,000
$4,192 plus 0.15% over $250,000
$5,120 plus 0.1% over $500,000
$7,759 plus 0.07% over $1 ,000,000
Index
Current
$535
$760
$2.195
$3,330
$4,090
$4,995
$7,570
2.50%
Proposed
$548
$779
$2,250
$3,413
$4,192
$5,120
$7,759
I06-07 COS
Unit Cost
$2,585
$2,997
$3,705
$4,215
$5,421
$7,727
$10,870
Subsidy
(2,037)
(2,218)
(1,455)
(802)
(1,229)
(2,607)
(3,111)
% Change
2.50%
2.50%
2.50%
2.50%
2.50%
2.50%
2.50%
June 2008
2-15
BUILDING PERMIT FEES - FY 08-09 Schedule #9
[65% 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 to $500 $15.28
$501 to $2,000 $15.28 for the first $500 plus $1.98 for
each additional $100, or fraction thereof,
to and including $2,000
$2,001 to $25,000 $45.01 for the first $2,000 plus $9.10 for
each additional $1,000, or fraction
thereof, to and including $25,000
$25,001 to $50,000 $254.31 for the first $25,000 plus $6.57 for
each additional $1,000, or fraction
thereof, to and including $50,000
$50,001 to $100,000 $418.43 for the first $50,000 plus $4.55 for
each additional $1,000, or fraction
thereof, to and including $100,000
$100,001 to $500,000 $645.93 for the first $100,000 plus $3.64 for
each additional $1,000, or fraction
thereof, to and including $500,000
$500,001 to $1,000,000 $2101.93 for the first $500,000 plus $3.09
for each additional $1,000, or fraction
thereof, to and including $1,000,000
$1,000,001 and up $3,645.69 for the first $1,000,000 plus
$2.05 for each additional $1,000 or
fraction thereof
Other Inspections and Fees:
1. Inspections outside of normal business hours (minimum charge - 2 hours) $65 per hour*
2. Reinspection fees $65 per hour*
3. Inspections for which no fee is specifically indicated (minimum charge - one-half hour) $65 per hour*
4. Additional plan review required by changes, additions or revisions to approved plans $65 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-
give percent of the fee shown in Schedule #9, and the plan check fee shall be sixty-five percent of the building
permit fee
June 2008 2-16
BUILDING PERMIT PEES FY 07-08 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
PLUMBING PERMITS FEES - Proposed FY 08-09
Fee Description
Issuing each permit
Issuing each supplemental permit
Schedule #10
Fee
$20
$10
Unit Fee Schedule (in addition to Items above)
For each plumbing fixture on one trap or a set of fixtures on one trap (including water,
drainage piping and backflow protection therefore)
For each building sewer and each trailer park sewer
Rainwater systems - per drain (inside building)
For each cesspool (where permitted)
For each private sewage disposal system
For each water heater and/or vent
For each gas-piping system one to five outlets
For each additional gas-piping system outlet, per outlet
For each industrial waste pretreatment interceptor including its trap and vent, excepting
kitchen-type grease interceptors functioning as fixture traps
For each installation, alteration or repair of water piping and/or water treating equipment,
each
For each repair or alteration of drainage or vent piping, each fixture
For each lawn sprinkler system on any one meter including backflow protection devices
therefore
$7
$15
$7
$25
$40
$7
$5
$1
$7
$7
$7
$7
For atmospheric-type vacuum breakers not included in above item:
1 to 5
Over 5, each
$5
$1
For each backflow protective device other than atmospheric type vacuum breakers:
2 inch diameter and smaller
Over 2 inch diameter
$7
$15
Other Inspections and Fees
Inspections outside of normal business hours
Reinspection Fee
Inspections for which no fee is specifically indicated
Additional plan review required by changes, additions or revisions to approved plans,
(minimum charge - one half hour)
$30*
$30
$30*
$30*
*Per hour for each hour worked or the total hourly cost to the jurisdiction, whichever is greater. This cost
shall include supervision, overhead, equipment, hourly wage and fringe benefits of all the employees
involved.
June 2008 2-17
PLUMBING PERMITS FEES - FY 07-08
Fee Description
Issuing each permit
Issuing each supplemental permit
Schedule #10
Fee
$20
$10
Unit Fee Schedule (in addition to Items above)
For each plumbing fixture on one trap or a set of fixtures on one trap (including water,
drainage piping and backflow protection therefore)
For each building sewer and each trailer park sewer
Rainwater systems - per drain (inside building)
For each cesspool (where permitted)
For each private sewage disposal system
For each water heater and/or vent
For each gas-piping system one to five outlets
For each additional gas-piping system outlet, per outlet
For each industrial waste pretreatment interceptor including its trap and vent, excepting
kitchen-type grease interceptors functioning as fixture traps
For each installation, alteration or repair of water piping and/or water treating equipment,
each
For each repair or alteration of drainage or vent piping, each fixture
For each lawn sprinkler system on any one meter including backflow protection devices
therefore
$7
$15
$7
$25
$40
$7
$5
$1
$7
$7
$7
$7
For atmospheric-type vacuum breakers not included in above item:
1 to 5
Over 5, each
$5
$1
For each backflow protective device other than atmospheric type vacuum breakers:
2 inch diameter and smaller
Over 2 inch diameter
$7
$15
Other Inspections and Fees
Inspections outside of normal business hours
Reinspection Fee
Inspections for which no fee is specifically indicated
Additional plan review required by changes, additions or revisions to approved plans,
(minimum charge - one half hour)
$30*
$30
$30*
$30*
*Per hour for each hour worked or the total hourly cost to the jurisdiction, whichever is greater. This cost
shall include supervision, overhead, equipment, hourly wage and fringe benefits of all the employees
involved.
June 2008 2-17
ELECTRICAL PERMIT FEES - Proposed FY 08-09
Fee Description
Issuance fee
Schedule #11
Fee
$10.00
New construction for each ampere of main service, switch, fuse or breaker
Per ampere, single-phase
Per ampere, three-phase
Per ampere 480 three-phase
$0.25
$0.50
$1.00
Service upgrade on existing building
For each ampere or increase in main service, switch, fuse or breaker
Per ampere, single-phase
Per ampere, three-phase
Per ampere 480 three-phase
$0.25
$0.50
$1.00
Remodel, alteration, no change in service
Per ampere
Or minimum
$0.25
$5.00
Temporary service up to and including 200 amperes $10.00
Temporary service over 200 amperes $10.00 plus $10.00 per each 100 amperes over 200 $10.00 plus
Test meter
Minimum permit fee
$25.00
$10.00
ELECTRICAL PERMIT FEES - Proposed FY 08-09
Fee Description
Issuance fee
Schedule #12
Fee
$15.00
Furnace, Ducts, Heat Pumps (each)
Fireplace (each)
Exhaust Fan (each)
Install/relocate vent (each)
Hood (each)
Boiler/Compressor to 15 HP (each)
$9.00
$6.50
$6.50
$4.50
$6.50
$16.50
June 2008 2-18
ELECTRICAL PERMIT FEES - FY 07-08
Fee Description
Issuance fee
Schedule #11
Fee
$10.00
New construction for each ampere of main service, switch, fuse or breaker
Per ampere, single-phase
Per ampere, three-phase
Per ampere 480 three-phase
$0.25
$0.50
$1.00
Service upgrade on existing building
For each ampere or increase in main service, switch, fuse or breaker
Per ampere, single-phase
Per ampere, three-phase
Per ampere 480 three-phase
$0.25
$0.50
$1.00
Remodel, alteration, no change in service
Per ampere
Or minimum
$0.25
$5.00
Temporary service up to and including 200 amperes $10.00
Temporary service over 200 amperes $10.00 plus $10.00 per each 100 amperes over 200 $10.00 plus
Test meter
Minimum permit fee
$25.00
$10.00
ELECTRICAL PERMIT FEES - FY 07-08
Fee Description
Issuance fee
Schedule #12
Fee
$15.00
Furnace, Ducts, Heat Pumps (each)
Fireplace (each)
Exhaust Fan (each)
Install/relocate vent (each)
Hood (each)
Boiler/Compressor to 15 HP (each)
$9.00
$6.50
$6.50
$4.50
$6.50
$16.50
June 2008 2-18
CITY OF CARLSBAD
MASTER FEE SCHEDULES
SECTION 3
DEVELOPMENT-IMPACT FEES
June 2008
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT IMPACT FEES
JUNE 2008
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 - Commrc'l/lndust Cost Per Trip (Out of CFD)
Traffic Impact Fee - Commrc'l/lndust Cost Per Trip (Inside CFD)
Traffic Impact Fee - Single Family (Outside of CFD 1 ) per ADT
Traffic Impact Fee - Condominium (Outside of CFD 1 ) per ADT
Traffic Impact Fee - Apartment (Outside of CFD 1 ) per ADT
Traffic Impact Fee - SF, Condo & Apt. (Inside CFD 1) per unit
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)
(1)(2)
(1)(2)
(2) (3)
(2) (3)
(4)
(4)
(4)
(4)
(1)
d)(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
2007-08
Fee
$ 530.00
$ 424.00
$ 318.00
$ 22.00
$ 281.00
$ 1,459.00
$ 1,178.00
$ 165.00
$ 10,000.00
$ 46.00
$ 30.00
$ 1,058.00
$ 3,423.00
$ 4,878.00
$ 7,702.00
$ 14,547.00
$ 21,906.00
$ 38,507.00
$ 59,899.00
$ 171,139.00
$ 111,241.00
$ 342,279.00
$ 131,479.00
$ 479,350.00
Proposed
Fee
$ 530.00
$ 424.00
$ 318.00
$ 22.00
$ 281.00
$ 1,459.00
$ 1,178.00
$ 165.00
$ 10,000.00
$ 96.00
$ 80.00
$ 240.00
$ 290.00
$ 373.34
$ 2,000.00
$ 1,096.00
$ 3,549.00
$ 5,060.00
$ 7,988.00
$ 15,088.00
$ 22,771.00
$ 39,938.00
$ 62,125.00
$ 177,501.00
$ 115,376.00
$ 355,000.00
$ 136,367.00
$ 497,167.00
June 2008
3-1
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT IMPACT FEES
JUNE 2008
Fee Description Note
2007-08
Fee
Proposed
Fee
Notes:
(1) - See attached schedules and rate tables.
(2) - Fee increases based on the annual change in the Engineering News Record Cost Index for Los Angeles as established by council
approved ordinance.
(3) - Grandfathered fee will be $46 for Commercial/Industrial Cost Per Trip (Out of CFD) and $30 for Commercial/Industrial Cost Per
Trip (Inside CFD) if the grading permit is pulled before 4/8/08 and the building permit is pulled before 09/30/08.
(4) - These fees are reduced fees for FY 2008-09. Thereafter, the fees will automatically revert to the full amounts in paragraph A of
Ordinance No. NS-890 dated 5/22/2008. Thereafter Traffic Impact Fees will be adjusted annually as part of the Capital Improvement
Program budget process, by two percent or the annual percentage change in the Caltrans Construction Cost Index (12 month index,
whichever is higher).
June 2008 -77
3-2
PARK IN-LIEU FEES Schedule A
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
Value per Acre
977,000
732,000
732,000
732,000
Fee Per Unit
$7,649
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 establishs a method of determining park land values in each quadrant
PLANNED LOCAL DRAINAGE AREA FEES Schedules
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
2,130 $3,486
4,578 7,492
3,423 5,602
46 76
Revised
Low High
Runoff Runoff
$2,201 $3,602
4,731 7,742
3,538 5,789
48 79
% Change
Low High
Runoff Runoff
3.33% 3.33%
3.34% 3.34%
3.36% 3.34%
4.35% 3.95%
SEWER BENEFIT AREA FEES
Area A
Area B
AreaC
AreaD
AreaE
AreaF
AreaG
AreaH
Area I
Area J
AreaK
AreaL
AreaM
Schedule C
Current
$ 452 $
796
1,932
1,935
2,854
2,869
123
922
462
1,591
3,210
1.258
62
Revised
468
824
2,003
2,007
2,960
2,976
127
956
478
1,647
3,323
1,302
64
Change
$ 16
28
71
72
106
107
4
34
16
56
113
44
2
% Chanae
3.54%
3.52%
3.67%
3.72%
3.71%
3.73%
3.25%
3.66%
3.46%
3.52%
3.52%
3.50%
3.23%
HABITAT MITIGATION FEES Schedule D
Fees Per Acre of Impact
D.
E.
F.
Coastal Sage Scrub
Grassland
Ag. Disturbed Eucalyp. Wood.
$
$
$
27,280
13,640
2,729
June 2008 Attachment 3-25
11City of CarlsbadCity of Carlsbad20082008--2009 2009 Operating Budget WorkshopOperating Budget Workshop
22Budget CalendarBudget CalendarCOUNCIL MEETINGSCOUNCIL MEETINGSMay 20 May 20 ––CIP WorkshopCIP WorkshopJune 10 June 10 ––Operating Budget WorkshopOperating Budget WorkshopJune 24 June 24 ––Operating Budget and CIPOperating Budget and CIPPublic Hearing and AdoptionPublic Hearing and AdoptionOTHER PUBLIC MEETINGSOTHER PUBLIC MEETINGSJune 12 June 12 ––Citizens Budget WorkshopCitizens Budget Workshop
33Citizens Budget WorkshopCitizens Budget WorkshopWhenWhen::ThursdayThursday,,June 12June 12ththWhereWhere::Faraday CenterFaraday Center1635 Faraday Avenue1635 Faraday AvenueRoom 173BRoom 173BTimeTime::6:00pm6:00pmCall the Finance Department at:(760) 602-2430 for additional information.
44City of Carlsbad BudgetCity of Carlsbad BudgetWaterReplace-mentSewerITCDBGHousingGeneralFundGCCCFDTIFParkIn LieuPublic Facilities FeesOperating BudgetCapital Improvement Program
55City of CarlsbadCity of CarlsbadCombined BudgetCombined BudgetGeneral47%Redevelopment1%Special Revenue4%Enterprise19%Internal Services6%$254.0 millionOperating Budget – 77%Capital – 23%Capital23%
6620082008--09 Operating Budget 09 Operating Budget AgendaAgenda99Economic Overview and RevenuesEconomic Overview and Revenues99Forecast for the General FundForecast for the General Fund99City Programs, Services, & FacilitiesCity Programs, Services, & Facilities99Other Fund SummariesOther Fund Summaries99Water and Sewer Proposed RatesWater and Sewer Proposed Rates99Changes to City FeesChanges to City Fees
77National PerspectiveNational Perspective•GDP growth 0.6%•Economy is slowMost economists believe the United States has already entered into a recession or is about to enter one.
88State PerspectiveState PerspectiveCalifornia has a very slow economy primarily due to:California has a very slow economy primarily due to:• Soft Housing Market• Contraction of construction industry• Increases in unemployment
99San Diego Economic IndicatorsSan Diego Economic IndicatorsAccording to Alan Gin, a USD economist, job losses along with high gasoline prices are likely to continue to impact the local economy.
1010CarlsbadCarlsbad’’s Economic Profiles Economic ProfileHome pricesHome pricesTaxable Taxable transactionstransactionsTourismTourismPopulation Population growthgrowth
1111CarlsbadCarlsbadMedian Home PricesMedian Home Prices$695,000In thousandsResales$0$100$200$300$400$500$600$700$8002002 2003 2004 2005 2006 2007 2008
1212$0.0$5.0$10.0$15.0$20.0$25.0'02 '03 '04 '05 '06 '07 '08e '09e$0$10$20$30$40$50$60Assessed ValuesProperty TaxesAssessed Values and Assessed Values and Property TaxesProperty TaxesFYBillionsMillions
1313Sales Taxes by CategorySales Taxes by Category$28.5 million$28.5 millionFood14%Retail33%Construction2%Business15%Transportation36%
1414Sales Taxes by Geo AreaSales Taxes by Geo AreaMillionsHISTORIC SALES TAX BY GEOGRAPHIC AREABenchmark Year$0$1,000,000$2,000,000$3,000,000$4,000,000$5,000,000$6,000,000$7,000,00099/400/100/200/300/401/101/201/301/402/102/202/302/403/103/203/303/404/104/204/304/405/105/205/305/406/106/206/306/407/107/207/307/4Carlsbad Redevelopment AreaAuto MallPlaza Camino RealCrossroad Premium OutletsThe Forum
1515'03 '04 '05 '06 '07 '08e '09eAll OthersLa Costa/Four SeasonsTransient Occupancy TaxesTransient Occupancy Taxes$13.6M$14.8M
1616Hotel Rooms in CarlsbadHotel Rooms in Carlsbad20004000040608Hotel additions since 2007:Hampton InnHomewood SuitesSheratonWest InnOver 3,500 Rooms
1717Franchise TaxesFranchise Taxes$0$1$2$3$4$5$6'03 '04 '05 '06 '07 '08e '09eCableTrashGas/ElecIn Millions$4.9M$5.0M
1818Operating Revenues Operating Revenues By SourceBy SourceInterest/ Rents3%Other Gov't & Other1%Fees/ Charges25%Interdept.9%Intergov.5%Taxes55%Licenses/Permits/Fines2%Total = $199.2 million
1919Operating Revenues Operating Revenues By Fund TypeBy Fund TypeInternal Services8%General60%Enterprise24%Special Revenue6%Redevelopment2%Total = $199.2 million
2020General Fund RevenuesGeneral Fund RevenuesFiscal Year 2008Fiscal Year 2008--0909All others16%Hotel Tax*12%Business License3%Franchise*4%Property*41%Sales*24%*Four sources make up 81%$120.7 million
2121General Fund BudgetGeneral Fund BudgetFY 2008FY 2008--0909Revenues:Revenues:$ 120.7 million$ 120.7 millionBudget Requests Budget Requests $ 118.3 million$ 118.3 millionProjected Surplus:Projected Surplus:$ 2.4 million$ 2.4 million
2222General Fund BalanceGeneral Fund BalanceEstimated Balance at Estimated Balance at 6/30/086/30/08$ 41.0 million$ 41.0 millionPlus: FY 09 SurplusPlus: FY 09 Surplus2.4 million2.4 millionLess AdvanceLess Advance(Medians/Golf Course)(Medians/Golf Course)--1.6 million1.6 millionEstimated Balance at $ 41.8 millionEstimated Balance at $ 41.8 million6/30/096/30/09
2323General FundGeneral FundRevenues and ExpendituresRevenues and ExpendituresGeneral Fund Revenues and Expenditures-50100150200200820092010201120122013201420152016Fiscal Year$ MillionsRevenuesExpenditures
2424Net Revenues over (under) ExpendituresMillionsForecast ComparisonForecast ComparisonFY 06FY 08FY 07FY 05BalancedFY 04FY 06FY 08FY 07FY 05BalancedFY 04-$5$0$5$10$15'04 '05 '06 '07 '08 '09 '10 '11 '12 '13 '14 '15 '16 '17FY 06FY 08FY 05FY 07BalancedFY 09
2525Major Uncertainties Major Uncertainties in the Forecastin the ForecastEconomy Economy ––Real estateReal estate––Construction related industriesConstruction related industries––Job lossJob lossState BudgetState Budget––$22 billion structural imbalance$22 billion structural imbalance
2626Administrative ServicesDeputy City ManagerJim Elliott
2727Information Technology9City of Carlsbad – On the Internet:9Create a new “look and feel” / Create a sense of “place” on the InternetImprove access to services, information, news Multimedia capabilities9First release due by year end, includes:Updated contentEasy content management for staff9Future enhancements9Electronic bill paying (water)9Interactive parcel based information 9Online collaboration and document sharing
2828INFORMATION TECHNOLOGY
292999Continued investment in infrastructureContinued investment in infrastructure99Network and related systemsNetwork and related systems99Backroom hardware systemsBackroom hardware systems99Get the information highway ready to carry Get the information highway ready to carry the loadthe loadINFORMATION TECHNOLOGY
3030Finance99Moving the accounting system Moving the accounting system into the 21st centuryinto the 21st century99Installation of IFAS 7i Installation of IFAS 7i (Integrated Financial (Integrated Financial Accounting System)Accounting System)99FasterFaster99Easier to useEasier to use99Greater power and functionality Greater power and functionality 99More user friendlyMore user friendly99WebWeb--based technologybased technology
3131Human Resources9Human Resources Information System9Similar to the IFAS accounting system, but focused on “People Data”9Better manage our:9Recruitment9Payroll and benefits systems9Employee data9Analyze the cost of services9Manage training mandates
3232Community DevelopmentCommunity Development DirectorSandra Holder
3333Community Planning Process for Community Planning Process for Proposition D (Save the Strawberry Proposition D (Save the Strawberry and Flower Fields)and Flower Fields)Community Conversations held on Nov. 15Community Conversations held on Nov. 15ththand Dec. 3and Dec. 3rdrdContinued Community Conversations held on Continued Community Conversations held on March 3, 4, 5, 10March 3, 4, 5, 10Synthesis workshop held on April 28Synthesis workshop held on April 28ththFinal Workshop Event June 30thFinal Workshop Event June 30th
3434General Plan, LCP, and Zoning General Plan, LCP, and Zoning Ordinance UpdateOrdinance UpdatePhase 1 Phase 1 --Community Visioning/OutreachCommunity Visioning/Outreach––Purpose: Identify communityPurpose: Identify community’’s vision of the futures vision of the futureMeetings with City DecisionMeetings with City Decision--MakersMakersStakeholder interviews Stakeholder interviews Visioning workshopsVisioning workshopsEducational forumsEducational forumsNeighborhood/Community group briefingsNeighborhood/Community group briefingsSurveySurveyWebsiteWebsiteMedia Relations (press releases, articles, etc.)Media Relations (press releases, articles, etc.)––Anticipated completion of Phase 1 Anticipated completion of Phase 1 ––July 2009July 2009
3535Village Sustainability99Development Standards Development Standards Revisions; proRevisions; pro--active active implementation in 2008implementation in 2008--090999Business Resource Guide & Business Resource Guide & Development Seminars; Development Seminars; Business/Tenant Recruitment Business/Tenant Recruitment Plan in 2008Plan in 2008--090999Implement Implement ““Lighten Up Lighten Up ProgramProgram””; encourage lighting ; encourage lighting of stores & animation of of stores & animation of storefrontsstorefronts99Public Parking Management Public Parking Management and/or Enhancement Programand/or Enhancement Program
3636Economic DevelopmentIn order to improve Carlsbad’s economic future and quality of life:9Develop a Strategic Plan focused on strategies that will support continual improvement to the city’s competitiveness and financial health.9Develop a plan that better utilizes real estate assets of the City/CMWD as a way to enhance economic growth and revenue generation. 9Explore new zoning opportunities that will supporting community investment/reinvestment and improve the Carlsbad business environment.
3737Public SafetyPolicePolice ChiefTom Zoll
3838Police Explorer Program917 Explorers 94,100 hours in 20079Ages 14-209Career opportunities 9Life skills 9Leadership9Character
3939Regional Task Forces9Regional Auto Theft9Gang Task Force 9Narcotics Task Force9High Tech Identity Theft
4040Asset ForfeitureAsset Forfeiture99Police Mobile Command Police Mobile Command Post Post --$250,000$250,000––Provides a visible location for Provides a visible location for policing activitypolicing activity––Provides a resource gathering location for:Provides a resource gathering location for:Field communicationsField communicationsPlanning for instant operationsPlanning for instant operationsLogistical supportLogistical supportShield sensitive communicationsShield sensitive communications––Expected to be used over 20 to 35 times/year for Expected to be used over 20 to 35 times/year for events (hostage situations, disasters, homicides, events (hostage situations, disasters, homicides, large accidents, marathon, checkpoints)large accidents, marathon, checkpoints)
4141Asset Forfeiture (conAsset Forfeiture (con’’t.)t.)––SelfSelf--contained motor home vehiclecontained motor home vehicle––Can act as a basic backCan act as a basic back--up communications up communications center to the Safety Centercenter to the Safety Center––$250,000 includes vehicle, equipment, $250,000 includes vehicle, equipment, computers, delivery, and taxcomputers, delivery, and tax
4242Public SafetyFireFire ChiefKevin Crawford
4343Community Emergency Community Emergency Response TeamResponse TeamCouncil approved Program and Council approved Program and grant funds on April 15, 2008grant funds on April 15, 2008$10K Urban Area Security $10K Urban Area Security Initiative (UASI) Grant Initiative (UASI) Grant reimbursementreimbursementCERT Missions:CERT Missions:Assist residents during incident Assist residents during incident responseresponseBroaden CityBroaden City--resident dialogue resident dialogue on emergency preparedness on emergency preparedness issuesissuesCERT Training:CERT Training:Two FY 09 Academies Two FY 09 Academies --(25 volunteers each)(25 volunteers each)First Academy JuneFirst Academy June--August 2008August 2008
4444Mobile Data Computers (MDCs) installed and operational in all fire apparatus.MDCs provide time-sensitive, en route information to expedite fire responses to emergency incidents as well as provide additional on-scene data.In FY 09, the MDC capabilities will utilize the Automatic Vehicle Locator (AVL) technology which will enhance dispatch capabilities to the closest available fire apparatus to an emergency incident.FIRE MOBILE DATA COMPUTERS
4545Special MunicipalProjectsSpecial Projects DirectorSkip Hammann
46469932 acres32 acres99OffOff--leash Dog Parkleash Dog Park99Ball fieldsBall fields99Open green space Open green space in center of parkin center of park99Basketball courtsBasketball courts99SkateparkSkatepark99Aquatics ComplexAquatics Complex99CityCity--wide trail wide trail connectionsconnectionsAlga Norte Community Park
4747Completion ScheduleCompletion Schedule9Winter 2008--Bid & AwardBid & Award99Winter 2010Winter 2010––Open to PublicOpen to PublicAlga Norte Community Park
4848The Crossings at CarlsbadGolf Course9Project completed and opened to the public August 2007
4949Joint First Responders Training Facility
5050Community ServicesRecreationActing Recreation DirectorMark Steyaert
5151SENIOR CENTER EXPANSIONSENIOR CENTER EXPANSIONGrand Opening: March 5, 20089Includes: 9Fitness room9Computer room9Activity room 9Art room9Game room9Offices for professional servicesA single resource for seniors seeking fun, fitness & friendships
5252POINSETTIA PARK TENNIS POINSETTIA PARK TENNIS COURTSCOURTS9Anticipated completion date: August 20089Includes: lighted courts, walkways and seating9Public/private partnerships being sought to maximize efficiency in operations
5353The Pyramid Methodology9Purpose - Common Language & Terminology9Core Services9Resource Allocation9Cost Recovery & Subsidy Use9Pricing
5454Community ServicesLibraryLibrary DirectorHeather Pizzuto
5555Carlsbad City LibraryLearning Center9Construction complete: June 20089Furniture, technology, equipment, and program relocation: July-August 20089Opening: August 2008
5656Learning Center Services9Family & adult literacy9Introduction to libraries & information services9Homework help9Basic computer literacy9Bilingual materials9Life skills programs
5757Public WorksPublic Works DirectorGlenn Pruim
5858Environmental Sustainability9Storm Water9Sewer9Fleet9Facilities
59599Pursue “missing link” road extensions9Roadway widening9Intersection modifications (adding turn lanes)9Traffic signal timing adjustments9Coordination with NCTD9Improve walking/bicycling opportunitiesMobility Improvements
6060Diversified Water Supply9Recycled Water9Completion of System Upgrades9Desalination9Water Conservation9Groundwater
6161Infrastructure Improvements9Downtown Improvements9Citywide Pavement Management9Holiday Park Restroom Improvements9Calavera and Stagecoach community center gym floor resurfacing9Shade Structure at La Costa Canyon9Picnic Shelter at Calavera Park9Sidewalk improvements around Calavera Tot Lot
6262Scheduled Improvements 9La Costa Canyon Restroom Remodel9Stagecoach Park Restroom Remodel9Holiday Park Gazebo
636320082008--0909Budget RequestsBudget RequestsHelga StoverHelga StoverSenior AccountantSenior Accountant
6464Budget ProcessBudget ProcessLT reviews budgets & CM recommends to CouncilDepartments submit requests to Finance2008/09 10-Year Forecast Completed Finance Distributes Budget ManualCouncil Adopts Budget
6565Fiscal ConservatismFiscal ConservatismMaintain current service levelsMaintain current service levelsLimited new positionsLimited new positionsA balanced budget and longA balanced budget and long--term plan term plan for staying in balancefor staying in balance
6666Budget OverviewBudget OverviewProposed Budget $195.2 millionProposed Budget $195.2 millionTotal Workforce•714.25 full time•137.83 FTE hourly3 New Positions 0.4% increase
6767Enterprise25%Internal Service8%Special Revenue6%Redevelopment1%General Fund60%Operating BudgetOperating BudgetTotal Budget = $195.2 million
6868General FundGeneral FundPublic WorksContingencyNon DepartmentalCommunity ServicesCommunity DevelopmentPublic SafetyPolicy/ Leadership/ AdminTotal Budget = $118.3 million
6969Infrastructure Replacement Infrastructure Replacement FundFundFunds the Replacement of Buildings Funds the Replacement of Buildings and Facilities (non water or sewer)and Facilities (non water or sewer)Annual ContributionAnnual Contribution––FY 2005FY 2005--06 06 --$4.3 million$4.3 million––FY 2006FY 2006--07 07 --$7.2 million$7.2 million––FY 2007FY 2007--08 08 --$7.9 million$7.9 million––FY 2008FY 2008--09 09 --$7.8 million$7.8 million
7070New Facilities/Capital OutlayNew Facilities/Capital OutlayLibrary Learning CenterLibrary Learning Center––1.0 Custodian, Public Works1.0 Custodian, Public Works––0.5 Systems Administrator, Info Tech0.5 Systems Administrator, Info TechPoinsettia Park Tennis CourtsPoinsettia Park Tennis Courts––0.5 Park Maintenance Worker, Public Works0.5 Park Maintenance Worker, Public WorksBoth scheduled to open August 2008Both scheduled to open August 2008Police Mobile Command PostPolice Mobile Command Post
7171Special Revenue FundsSpecial Revenue FundsBlock grantOtherSection 8Maintenance DistrictsTotal Budget = $11.3 million
7272Risk MgmtHealth InsuranceVehicle MaintVehicle ReplWorkers CompInformation TechnologyInternal Service FundsInternal Service FundsTotal Budget $13.0 million
7373Water EnterpriseWater Enterprise20072007--08 to 200808 to 2008--0909Total increase = $3,787,806Total increase = $3,787,806M&O16%Replacement26%Water Purchases58%
7474Proposed Water Rate IncreaseProposed Water Rate Increase20%20%Standard Rate Standard Rate ••Current Rate $1.76 per unitCurrent Rate $1.76 per unit••Proposed Rate $2.12 per unitProposed Rate $2.12 per unitDelivery chargeDelivery charge••Current Rate $12.12 per monthCurrent Rate $12.12 per month••Proposed Rate $14.54 per monthProposed Rate $14.54 per monthAverage Monthly Bill Average Monthly Bill ––Single Family ResidenceSingle Family Residence••Current Rate $45.56 per monthCurrent Rate $45.56 per month••Proposed Rate $54.82 per monthProposed Rate $54.82 per month••Increase = $9.26 per monthIncrease = $9.26 per month
7575Proposed Water Rate IncreaseProposed Water Rate IncreaseRecycled Water Rate Recycled Water Rate ••Current Rate $1.68 Current Rate $1.68 per unitper unit••Proposed Rate $2.01 Proposed Rate $2.01 per unitper unitAgricultural Water Rate Agricultural Water Rate ••Current Rate $1.45 Current Rate $1.45 per unitper unit••Proposed Rate $1.81 Proposed Rate $1.81 per unitper unit
7676Water Operations ExpendituresWater Operations ExpendituresIncreases over next 10 yearsIncreases over next 10 years$0$5,000,000$10,000,000$15,000,000$20,000,000$25,000,000$30,000,000$35,000,000$40,000,0002007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018WaterPurchasesOperationsReplacement119%54%25%
7777Agency Monthly Water Rate Comparison$40 $45 $50 $55 $60 $65 $70Car lsbad - Cur r entVallecitos OlivenhainSan DieguitoOceansideCar lsbad - Pr oposedVista IrrigationSanta FeValley CenterFallbrookOtay Water DistrictEscondidoSweetwater Author itySan DiegoRamonaRainbowPowayDel Mar
7878Public Works Public Works Public Works ManagerPublic Works ManagerCariCariDaleDale
7979Drought IssuesDrought IssuesSan Diego County Water AuthoritySan Diego County Water AuthorityMetropolitan Water DistrictMetropolitan Water DistrictState Water ProjectState Water ProjectColorado River BasinColorado River BasinNational PerspectiveNational Perspective
8080Wastewater Enterprise FundWastewater Enterprise FundEstimated Revenue $9.7 millionBudget $10.2 million31%1%Encina OperationsReplacement TransfersCity OperationsService ChargesInterest OtherOther
8181ProposedProposedSewer Rate IncreaseSewer Rate IncreaseCommercial and Residential Commercial and Residential ••9% increase for FY 089% increase for FY 08--0909Residential Rate Residential Rate ••Current Rate $16.20/monthCurrent Rate $16.20/month••Proposed Rate $17.65/monthProposed Rate $17.65/month
8282Agency Monthly Wastewater Rate Comparison$0 $10 $20 $30 $40 $50 $60 $70 $80Carlsbad - CurrentCarlsbad - Option 1Leucadia Wastewater (2009)El CajonLakesideCoronadoImperial BeachLemon GroveOtay Water DistrictChula VistaLa MesaPowayPadre DamDel Mar
8383Solid Waste Enterprise FundSolid Waste Enterprise FundEstimated Revenue $3.6 millionBudget $3.4 millionStorm WaterRecyclingTrash SurchargeRecycling FeesInterest
8484Proposed IncreaseProposed IncreaseTotal Monthly Utility Bill Total Monthly Utility Bill CurrentProposedSewerSolid WasteWaterMonthly Increase% Increase$ 16.20$ 18.87$ 45.56$ 80.63$ 17.65$ 18.87$ 54.82$ 91.34$ 10.7113.3%
8585Fee UpdatesFee Updates
868620082008--09 Proposed Fees09 Proposed FeesFacilities Fees Facilities Fees ––2.5% increase2.5% increaseDevelopment Related Service Fees Development Related Service Fees ––2.5% increase2.5% increaseDevelopment Impact Fees Development Impact Fees ––ENR Index ENR Index
8787Budget CalendarBudget CalendarCOUNCIL MEETINGSCOUNCIL MEETINGSMay 20 May 20 ––CIP WorkshopCIP WorkshopJune 10 June 10 ––Operating Budget WorkshopOperating Budget WorkshopJune 24 June 24 ––Operating Budget and CIPOperating Budget and CIPPublic Hearing and AdoptionPublic Hearing and AdoptionOTHER PUBLIC MEETINGSOTHER PUBLIC MEETINGSJune 12 June 12 ––Citizens Budget WorkshopCitizens Budget Workshop
8888Citizens Budget WorkshopCitizens Budget WorkshopWhenWhen::ThursdayThursday,,June 12June 12ththWhereWhere::Faraday CenterFaraday Center1635 Faraday Avenue1635 Faraday AvenueRoom 173BRoom 173BTimeTime::6:00pm6:00pmCall the Finance Department at:(760) 602-2430 for additional information.
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