HomeMy WebLinkAbout2008-06-24; City Council; 19500; 2008-09 City BudgetCITY OF CARLSBAD, CARLSBAD MUNICIPAL A 7
WATER DISTRICT AND HOUSING AND 9 '
REDEVELOPMENT COMMISSION - AGENDA BILL-V
AB# 19,500
MTG. 06-24-2008
DEPT. FIN
ADOPTION OF THE 2008-09
OPERATING AND CAPITAL
tmjjnnf\\/CAMaLiT DBA^/^DAflJi Of IF\f*L- 1 OIMPROVcMcNT PROGRAM BUDGETS
AND REVISION OF FEES AND
CHARGES FOR SERVICES
DEPT. HEAD ^^~
CITY ATTY. rfe
CITY MGR. \jj^^
RECOMMENDED ACTION:
1. Hold a public hearing on the City of Carlsbad's, Carlsbad Municipal Water District's, and
Housing and Redevelopment Commission's FY 2008-09 Operating Budgets, and FY 2008-09 to
Buildout Capital Improvement Program.
2. Adopt Resolution No. 2008-190 . adopting the final Operating Budgets for FY 2008-09, and
appropriating funds for the FY 2008-09 Capital Improvement Program.
3. Adopt Resolution No. 1323 _, adopting the Water District final Operating Budget and
Capital Improvement Program for FY 2008-09.
454 _, adopting the Housing and Redevelopment Operating4. Adopt Resolution No.
Budget for FY 2008-09.
5. Adopt Resolution No. 2008-191 t adopting the Gann spending limit for the City of Carlsbad
for FY 2008-09.
6. Adopt Resolution No. 2008-192 adopting changes to the Master Fee schedule.
7. Adopt Resolution No. 2008-193 approving the City of Carlsbad's share of the FY 2008-
09 Operating Budget of the Encina Wastewater Authority.
8. Adopt Resolution No. 1324 of the Board of Directors of the Carlsbad Municipal Water
District, California, setting a public hearing regarding proposed increases in water rates.
9. Adopt Resolution No. 2008-194 of the City Council of the City of Carlsbad, California,
setting a public hearing regarding proposed increases in sewer rates.
10. Adopt Resolution No. 2008-195 approving adjustments to the FY 2007-08 Operating
Budget.
11. Adopt Resolution No.1325 _, of the Board of Directors of Carlsbad Municipal Water
District, California, approving adjustments to the FY 2007-08 Operating Budget.
DEPARTMENT CONTACT: Lisa Irvine 760-602-2430 lirvin@ci.carlsbad.ca.us
FOR CITY CLERKS USE ONLY.
COUNCIL ACTION: APPROVED
DENIED
CONTINUED
WITHDRAWN
AMENDED
D
d
D
CONTINUED TO DATE SPECIFIC D
CONTINUED TO DATE UNKNOWN D
RETURNED TO STAFF D
OTHER - SEE MINUTES D
Page 2
ITEM EXPLANATION:
The proposed 2008-09 Budget totals $254.7 million, of which $195.1 million is the Operating Budget
and $59.6 million is the Capital Improvement Budget. Operating revenues total $199.2 million and
Capital revenues total $41.1 million, for a total of $240.3 million.
The Operating Budget provides the funding for all operations of the City including police and fire
services, library operations, utility services, affordable housing programs, recreation programming,
park and street maintenance, and many others. The Capital Improvement Program outlines the
financing plans for the City's major construction projects including civic facilities, roads, water and
sewer lines, as well as other infrastructure needs.
The following is a brief summary of the proposed budgets. More information can be found in the
overviews of the Operating Budget and the Capital Improvement Program in Exhibits 1 and 2.
Operating Budget
The proposed Operating Budget for 2008-09 totals $195.1 million, an increase of $8.0 million from
the 2007-08 adopted budget. Operating revenues are estimated at $199.2 million, which is a $6.6
million increase over the current year projections.
General Fund Revenues
General Fund revenues for 2008-09 are estimated at $120.7 million, 0.4% higher than the current
year's projections, with most of the increase coming from tax revenues.
Property taxes, the City's largest single revenue source, are expected to reach $50.3 million in the
next year. Property taxes for Fiscal Year 2008-09 are based on property values as of January 1,
2008.
Sales taxes are expected to total $28.5 million for FY 2008-09, the same as FY 2007-08 projections.
Sales tax projections for FY 2008-09 take into consideration the economic slow down. Transient
occupancy taxes are expected to reach approximately $14.8 million, an increase of 8.8% over
current year projections.
Overall, the City's revenue projections reflect a slow down in the economy mostly driven by the real
estate and construction related industries. New building permits are anticipated to continue to
decline as housing developments slow due to the softening of the real estate market as well as the
City approaching build out.
General Fund Expenditures
The 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.
(A
Page 3
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 projected 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 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.
Changes to the Operating Budget
There have been no changes to the Operating budget schedules since the Council Workshop on
June 10, 2008.
Capital Improvement Program
The 2008-09 to Buildout Capital Improvement Program (CIP) outlines approximately 143 future
projects at a total cost of $451.6 million. Appropriations scheduled for FY 2008-09 total $59.6
million and will be added to approximately $144.5 million for ongoing capital projects that remain
unspent at the end of FY 2007-08, for a total appropriation of $204.1 million. Revenues for the CIP
for FY 2008-09 are projected at $41.1 million.
3
Building Cost Index
Percent Increase
Calendar Year
Page 4
A large increase in the cost of construction materials
has occurred over the past 4 years, pushing up the cost
of projects. This cost escalation, as well as scope or
new projects, has contributed to the projected shortfall in
the Planned Local Drainage Fund of $7.6 million, and in
the Public Facilities Fees (PFF) Fund of $1.5 million.
City staff is currently preparing updates to the Planned
Local Drainage Fee program in order to cover this
deficit. It is also important to note that as the City
approaches buildout there are fewer available
development projects to pay those fees. While this is
not an immediate problem, it is an indication that the
City may not have the money to build all of the projects listed under those programs. The City will
need to pursue other funding options, or make adjustments to the timing and/or scope of the
affected projects.
The General Capital Construction (GCC) Fund was also projected to have a deficit of approximately
$5 million at buildout. The proposed CIP shows a recommendation to transfer $4.5 million of street
and traffic signal projects from the GCC Fund to the Gas Tax Fund where sufficient balances are
available. In addition, the City has recently received approval of grant funding for two bridge
modifications in the amount of $643,263. Since these projects were originally funded with the GCC
Fund, the deficit has been completely eliminated.
Additional options are available to further balance the PFF Fund, however given that the PFF Fund
is not anticipated to be in deficit until FY 2019, City staff will continue to monitor the projected deficit
in PFF and bring forward options or solutions at the appropriate time.
Poinsettia Community Park is proposed to receive funding in FY 2008-09 for almost 100 additional
parking spaces and additional funding is also proposed for expansion of the event area at Leo
Carrillo Ranch. Water and Sewer projects include a new Cathodic Protection Program. The
Vista/Carlsbad joint interceptor project is scheduled for a $5.7 million appropriation. An outside lane
will be added to El Camino Real from Tamarack to Chestnut to widen the street to full arterial road
standards. In addition, next year's Capital Improvement Program includes $3.4 million in funding for
pavement overlay projects and $350,000 for Concrete Repair Work.
There are several projects identified in the CIP for which there is no identifiable funding source and
in some cases where only partial funding has been identified. The City will investigate obtaining
possible outside funding such as federal and state grants, loans, or other financing sources. Once
funding is identified for these projects the project costs will have to be reviewed and updated to
reflect actual cost estimates. The unfunded projects do not receive annual inflationary increases.
These projects are:
• Business Park Recreational Facility (partial)
• Cannon Lake Park (6.7 Acres)
• *Cannon Road - REACH 4B - College/Cannon to City Limits (80%)
• "Carlsbad Boulevard Mountain View to Northerly City Limits (80%)
• *Carlsbad Boulevard/Palomar Airport Road Improvements (80%)
• Hosp Grove/Buena Vista Lagoon Improvements
• Palomar Airport Road Widening and Bridge Reconstruction
• Pine Ave. Park - Madison Property
• Pine Ave. Park - Restrooms/Storage
• Robertson Ranch (NE Quadrant) Park Development (partial)
(*) These projects are in the revised TIF fee program which is planned to generate enough revenue
to pay for 20% of the total cost. The remaining 80% is unfunded.
T
PageS
Encina Capital and Operations Budget
At its May 25, 2008 meeting, the Encina Wastewater Authority Board of Directors (EWA) and Joint
Advisory Committee approved the FY 2008 Operating and Capital Improvement Budget. The
Revised Basic Agreement states that EWA's Operating and Capital budgets are deemed effective
when certain criteria are met. One of the criteria is that all member agencies have separately
considered and approved the budgets.
Carlsbad's share of the Encina Operating Budget for FY 2009 is $3,220,551, or an increase of 5%
over FY 2008 projected expenditures for Wastewater Plant Operations, and $786,613, or 28% over
FY 2008 for the Carlsbad Water Recycling Facility Operations. In addition, Carlsbad's share of the
Capital Budget is $744,152, down from the previous year of $2.3 million which included the Phase
V Expansion of the Encina Wastewater Treatment Facility.
Staff is also requesting that the City Manager be authorized to transfer appropriations between
budgets and/or projects at Encina as approved by the EWA Board staff (up to $25,000) or EWA
Board in amounts up to $1,000,000. Any transfers in excess of that amount will be brought back to
the City Council for authorization. In addition, any increases to the total budget for EWA will require
the City Council's approval. This authority is contained in the attached resolution.
Changes to the Capital Improvement Program
The following changes have been made to the Capital Improvement Program since the CIP
Workshop on May 20, 2008.
• An additional $650,000 was added to the capital budget as a transfer from the Water
Replacement Fund to the Water Operating Fund for meter replacements.
• An additional project was added to study Americans with Disabilities Act compliance, for
$50,000 from the Gasi Tax Fund.
• The Faraday/Melrose drainage project was increased $25,000 based on updated cost
estimates.
Gann Limit
In addition to adopting the Operating Budget, the City Council is asked to adopt the Gann Spending
Limit as required by Article XIMB of the California Constitution. The Gann Limit creates a restriction
on the amount of revenue that can be appropriated in any fiscal year. The revenues, which are
subject to this limitation, are those considered "proceeds of taxes." The basis for calculating the
Gann Limit began in Fiscal Year 1978-79, and is increased based on population growth and
inflation. The City's spending limit for 2008-09 is $190.7 million, with appropriations of "proceeds of
taxes" of $106.5 million. The result of the calculation shows the City is well below the Gann Limit by
a margin of $84.2 million.
Fees for City Services
One of the City Council's goals is to annually evaluate fees and charges for services. This year staff
has reviewed all of the fee schedules and is recommending changes to the following fees:
• Development related service fees to reflect the cost of inflation
• Development Impact fees and other fees that are increased annually based upon an index
as stated in the resolutions or ordinances establishing the fees
• Various adjustments to the general fees
• Various adjustments to facility fees to reflect the cost of inflation
The revisions to these fees are shown in Exhibit 7.
Page 6
Utility Rate Increases
As part of the ongoing financial management program, the City annually prepares forecasts for the
Water, Wastewater and Solid Waste funds. The forecasts for the Water and Wastewater
enterprises shows that rate increases are needed to keep up with increases in expenditures as well
as ongoing funding for unfunded state mandated programs. The proposed rate increases would
result in an estimated total monthly increase to an average household of $10.71 per month, or
13.3%.
Staff is requesting Council and the Board set a date of September 9, 2008 for a public majority-
protest hearing date for the Water and Sewer fee increases.
FY 2007-08 Operating Budget Adjustments
A portion of the City's General Liability Fund has been spent defending the City's position with
respect to a water related lawsuit. The Water Fund will transfer up to $125,000 to the General
Liability Fund to reimburse that Fund for these related expenditures.
ENVIRONMENTAL AND CONSISTENCY REVIEW:
In accordance with Government Code, all projects that receive appropriation of funds for fiscal year
2008-09 received a finding of General Plan Consistency by the Planning Commission at their
meeting on May 7, 2008. There are no foreseeable adverse environmental impacts and the
individual projects will receive additional CEQA review upon approval.
FISCAL IMPACT:
The fiscal impact of the proposed budgets is detailed in the attached schedules.
EXHIBITS:
1. FY 2008-09 Preliminary Operating Budget overview.
2. FY 2008-09 Preliminary Capital Improvement Program overview.
3. Resolution No. 2008-190 of the City Council of the City of Carlsbad, California, adopting
the Final Operating Budget and Capital Improvement Program for FY 2008-09 for the City of
Carlsbad and establishing controls on changes in appropriations for the various funds.
4. Resolution No. 1323 of the Board of Directors of the Carlsbad Municipal Water
District, California, adopting the water district final Operating Budget and Capital Improvement
Program for FY 2008-09.
5. Resolution No. 454 of the Housing and Redevelopment Commission of the City of
Carlsbad, California, approving the Operating Budget of the Redevelopment Agency and
Housing Authority for FY 2008-09.
6. Resolution No. 2008-191 of the City Council of the City of Carlsbad, California,
establishing the FY 2008-09 appropriation limit as required by Article XIIIB of the California
State Constitution and State law.
7. Resolution No. 2008-192 of the City Council of the City of Carlsbad, California, adopting
changes to the Master Fee Schedule.
8. Resolution No. 2008-193 of the City Council of the City of Carlsbad, California, approving
the City of Carlsbad's share of the Fiscal Year 2008-09 Capital and Operating Budget of the
Encina Wastewater Authority.
9. Resolution No. 1324 of the Board of Directors of the Carlsbad Municipal Water
District, California, to set a public hearing regarding proposed increases in water rates.
10. Resolution No. 2008-194 of the City Council of the City of Carlsbad, California, to set a
to
Page 7
public hearing regarding proposed increases in sewer rates.
11. Proposed Notice of Public Hearing on proposed water and sewer rate increases.
12. Resolution No. 2008-195 of the City Council of the City of Carlsbad, California
approving adjustments to the FY 2007-08 Operating Budget.
13. Resolution No. 1325 of the Board of Directors of Carlsbad Municipal Water District,
California approving adjustments to the FY 2007-08 Operating Budget.
The Preliminary Operating Budget and Capital Improvement Program for FY 2008-09 is on file with
the City Clerk and on the city's website at: www.carlsbadca.gov . The Technical Appendix will be
available for review in the Finance and Engineering Departments by September 2008. The Master
Fee Schedules are on file with the City Clerk as well.
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 $120.7 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
4.9
3.1
3.9
18.4
$ 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
0.1
0.0
(1.0)
(2.3)
$ 0.5
%
CHANGE
5.2%
0.0%
8.8%
2.0%
0.0%
(25.6%)
(12.5)%
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
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 % 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
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
Rscal Year
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
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
H SDG&E Franchis
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
and engineering activities occur months or years before any structures are actually built.
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 481 units permitted for
residential housing. For FY 2007-08 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 $2.3 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 $3.9 million in income from investments and property of the General Fund 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
Exhibit 1
sustainable growth. Much of those increases were due to the opening of new hotels,
restaurants, retail centers, and new home development. As the City matures, it will be
increasingly more difficult to produce double-digit growth in revenues. 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.
I 2s
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 '..--...'•.•••. •;.-••-•..,-. |
I
•• I
I
... I
- . .- ....-.- |
i
I
-•-..•• •• : -I
[
I
I
mm^m^m^^m :1 ji•-.•-. iiI : 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.
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.
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
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%
are offset by a decrease in capital outlay requests for FY 2008-09.
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
$ 2.0
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 $2.0
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:
lif
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. The projected shortfall is primarily due to the
habitat maintenance and monitoring requirements at the golf course. 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
PUBLIC 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.
r I
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 Local
Cable Infrastructure 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.
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 15.4% 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 4.3% or an estimated $83,000 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.
2008-2009 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
OVERVIEW
The City of Carlsbad Preliminary Capital Improvement Program (CIP) is a planning document that
outlines the expenditure plan for future capital projects and the corresponding revenues to pay for
those expenditures. The CIP is a financial planning document, not a commitment for spending.
All construction costs are estimates and are reviewed and further refined each year. Spending
authorization is given only at the time the City Council formally adopts the proposed budget, and,
at that time, funds are only appropriated for the following fiscal year. Information is shown in
subsequent years to provide the most comprehensive snapshot of all the known future facilities
the City of Carlsbad plans to construct.
The Fiscal Year 2008-09 Preliminary Capital Improvement Program outlines approximately $59.6
million in new appropriations to provide additional funding for the continuation of existing projects
as well as funding for new projects. Projected revenues during the same fiscal year are estimated
at $41.1 million. Revenues are collected as building permits are issued; as the need for facilities
arises, the money is used to fund the new facilities. As
the City continues to grow and develop, there is a
corresponding increase in the demand for development-
related services and new facilities. To ensure that the
necessary infrastructure and facilities are built on a
schedule that meets or exceeds this demand, the
citizens of Carlsbad adopted a Growth Management
Plan in 1986. The Growth Management Plan states that
unless a standard level of facilities is available to meet
new demands resulting from the City's growth,
development cannot proceed. This Plan is the
foundation for making decisions about the timing and
prioritization of the capital projects under consideration. A discussion of the City's Growth
Management Plan is located at the end of this report.
The remainder of the report explains the process and the results of the City's plans for its capital
facilities. A large increase in the cost of construction materials has occurred over the past 4
years, pushing up the cost of projects. This cost escalation, as well as scope or new projects, has
contributed to the projected shortfall in the Planned Local Drainage Fund of $7.5 million and in the
Public Facilities Fees (PFF) Fund of $1.5 million. City staff is currently preparing updates to the
Planned Local Drainage Fee program in order to cover that deficit. It is also important to note that
as the City approaches buildout there are fewer available development projects to pay those fees.
While this is not an immediate problem, it is an indication that the City may not have the money to
build all of the projects listed under those programs. The City will need to pursue other funding
options, or make adjustments to the timing and/or scope of the affected projects.
The General Capital Construction Fund is also projected to have a deficit of approximately $5
million at buildout. The proposed CIP shows a recommendation to transfer $4.5 million of street
and traffic signal projects from the GCC Fund to the Gas Tax Fund where sufficient balances are
available. In addition, the City has recently received approval of grant funding for two bridge
modifications in the amount of $643,263. Since these projects were originally funded with the
GCC Fund, the deficit has been completely eliminated.
Additional options are available to further balance the PFF Fund, however given that the PFF
Fund is not anticipated to be in deficit until FY 2019, City staff will continue to monitor the
projected deficit in PFF and bring forward options or solutions at the appropriate time.
2008-2009 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
Proposition C was approved by the voters of Carlsbad in November 2002. It allowed the City to
expend over $1 million (per project) of general funds to help finance the following projects:
• City/Safety Training Center
• A portion of Cannon Road - East of College (Reach 4)
• Trails and Open Space
• A Swimming Pool Complex
As a result of the ballot initiative, the City set aside $35 million for Proposition C projects.
Currently, $16.2 million has been appropriated for Alga Norte Park, $13.7 million has been
appropriated for the Joint First Responders Training Facility, and $100,000 is allocated for design
of a City Administrative Training Facility. A remaining balance of $5.0 million is available to help
fund Proposition C projects.
It is still anticipated that the City will meet its growth management standards. This reflects the
Council's continued commitment to construct the facilities as needed to serve the current and
anticipated development occurring throughout the City.
PROJECT EVALUATION
What is the definition of a CIP project? Projects that are shown in the CIP are generally defined
as any construction (or reconstruction/replacement) of major infrastructure such as streets,
libraries, parks, fire stations and administrative facilities, water, sewer and drainage facilities, and
other facilities that are located on or in the ground. In most cases, the total construction cost of
each of these assets is recorded and tracked as part of the City's inventory of capital
infrastructure assets and other City-owned property.
The CIP and the Operating Budget are integral
parts of the total City financing plan. Staff began
the process by evaluating the construction
schedules for City facilities in conjunction with the
workload of the staff needed to complete the
projects. Staff also met with the City Council to
identify their priorities. In the FY 2008-09 CIP,
there are approximately 203 continuing and new
projects planned through buildout. All projects
were analyzed using the criteria shown in the
table. Project timing was reviewed, and an
evaluation of the availability of capital
construction funds as well as operating funds was
then factored into the evaluation process.
I Project Ranking Criteria
1. Is the project required to ensure the health
and safety of the citizens, as the result of a
legal mandate, or to maintain compliance with
the City's Growth Management Plan? Are
operating funds available to operate the
facility?
2. Is the project needed soon for growth
management compliance?
3. Is the project needed now for other City
standards (example: ball field standards)?
Does the project complete or provide part of
the basic infrastructure (example: a linking
road segment)?
5. Are there other reasons to construct the
project (example: Council priority, timing or
funding opportunity, public demand)?
10.00%
Building Cost Index
Percent Increase
Calendar Year
' ' , , ' *'••-'"''/
'•''*•.' ', V '^^''f-''4. '• .'I'.'^r/^Sir: ..' •'.'-Xvv'^ii;:
.••'x^-- :': <-''\.';| -"';' 'V(l:-';'^---;":' ^\V"'
,^ •"••' i4ki/jX" ' •' •' '/ /si
,',, :*>SiX^ '" l^*','"- "• ' *
2001 2002 2003 2004 2005 2006 2007 2008
Due to the volatility in construction costs, all capital
project costs were updated to reflect the latest
increases in materials costs. This was done through
either a detailed review of the cost components, or, in
cases where the project was only in its conceptual
stage, by increasing the total cost by the Engineering
News Record (ENR) index. As seen in the chart, the
past several years have seen large building cost
increases; between 6% and 8% per year between 2005
2008-2009 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
and 2007. In 2008, corresponding to the economic downturn, the increase in building costs
slowed down significantly, with only a 0.44% increase in the first four months of the calendar year.
CAPITAL PROJECTS
The following two sections provide information about the major capital projects. The first section
focuses on projects planned in the next five years, and the second section contains an overview
of the entire expenditure plan through the buildout of the City. All construction costs are estimates
and only projects scheduled for FY 2008-09 are appropriated. The information shown in the
future years reflects the most comprehensive snapshot of the known future facilities and their
associated cost at this point in time.
THE NEXT FIVE YEARS...
PARK PROJECTS
The City Council conducted a workshop and re-prioritized several projects, including Park
projects. These projects were scheduled in accordance with the City Council priority list where
possible, as long as funding and other resources were available. Where funding was not
available, the projects were moved out. Three park projects were affected by this prioritization:
Pine Avenue Park Phase II was moved to buildout, Robertson Ranch (NE Quadrant) Park
Development was moved up to FY 2013-18, and Leo Carrillo Park Phase III was moved up from
buildout to FY 2010-11.
The City has planned a number of park projects over the next 5 years which will enhance the
recreational opportunities for Carlsbad's residents and allow the City to meet the standards for
park acreage as set forth in the growth management plan. Some of the more significant projects
are listed below.
• Alga Norte Park and Aquatic Center - This park site consists of 30 acres in the Southeast
Quadrant with planned amenities that include ball fields, soccer fields, picnic areas, tot lots, a
skate park, a dog park, restrooms, parking facilities, and an aquatic center. The aquatic
center will include a 50-meter competition pool, a 12-lane instructional pool and a therapy pool
as well as a water play area with slides. A swimming pool complex was one of the projects
approved by the voters through Proposition C in 2002. The total cost of the park is estimated
to be $22.1 million. The total cost of the aquatic center is estimated to be $28.3 million. At
this time, construction of the park components is expected to begin in 2008-09.
• Leo Carrillo Park - Phase III - The third phase of this historic park facility
includes renovation of additional buildings, construction of additional
restrooms, an arboretum area, and transformation of a barn into a
community theater. The total cost is approximately $2.9 million and
design is expected to begin in FY 2009-10. In addition, in FY 2008-09
the City plans to expand the event area and construct a new patio area of
approximately 2,500 square feet to provide a more attractive venue for
events.
CIVIC FACILITIES
Civic facilities include a variety of facilities from which the City can offer its services to the public.
Many of these are still in the preliminary design stage and will be further defined over the next
several years.
2008-2009 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
• Civic Center - The Civic Center will consolidate City administrative operations and facilities
into a more centralized location. It also may include a variety of other services and
recreational opportunities for citizens and visitors. Council, citizens and members of the
business community have been participating in a visioning process to determine the
anticipated needs for the citizens and for the City. Once the process is complete, a site will be
chosen and design and construction can begin.
• Public Works Center - The construction of the Public Works Center and associated
improvements include offices, shops, a yard, warehouse and parking to accommodate the
Public Works Department. The cost has been escalated to reflect inflation and the revised
cost is now approximately $28.1 million.
• Fire Station No. 3 Relocation - Fire Station No. 3 is currently
located at the corner of Chestnut and Catalina. As the City grows
eastward, relocation of this station is needed to help ensure the
five-minute response time. The new station is budgeted as a
6,200 square foot facility and the current proposed site is next to
Calavera Community Park. The suitability of this location is
currently under review. Total cost is projected at $7.0 million.
STREET PROJECTS
Traffic congestion continues to be one of the top concerns among citizens. To help improve the
flow of traffic throughout Carlsbad and to keep the City's streets in top condition, there are a
number of street projects expected to be completed in the next five years. Some of the larger
street projects include:
• Carlsbad Boulevard Encinas Creek Bridge Replacement - Complete replacement of the
existing bridge, originally constructed in 1913, is planned in the next 5 years at an estimated
cost of $4.4 million.
• Poinsettia Lane Reach E - This project includes completion of the final link along Poinsettia
Lane between Cassia Road east to Skimmer Court. The total cost is approximately $13.1
million and the City expects to begin the design in FY 2011-12.
• Pavement Management - A street can last a lifetime if it is properly maintained. Applying seals
and overlays when roadways are beginning to show signs of distress can minimize the more
expensive repair/reactive maintenance activities. Carlsbad's proactive maintenance approach
consists of the scheduled application of a seal or overlay once every seven years to efficiently
maintain over 344 miles of public roadways at an annual cost of approximately $3.6 million.
• Sidewalk Construction/Concrete Repair - In addition to the pavement management program,
the City plans to fund $3.2 million for construction of sidewalks and repair of aging concrete
infrastructure.
There are several new road projects which were added as part of the revised Traffic Impact Fee
program. The fee is currently still under review, and it is not certain when and how many of these
projects will be constructed as currently planned. The new TIF projects scheduled in the next five
years are as follows:
- Avenida Encinas Widening - South of Palomar Airport Road
- El Camino Real/Cannon Road Interchange Improvements
- El Camino Real Widening - Tamarack to Chestnut
- Melrose Drive Dual Turn Lane to West of Palomar Airport Road
- Palomar Airport Road and College Boulevard Improvements
- Palomar Airport Road Widening at Paseo del Norte
2008-2009 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
WATER/ WASTEWATER PROJECTS
The City's water and wastewater projects are a vital component to the continued health and
welfare of its citizens. Most new lines are built and paid for by developers. As the City ages, it will
become necessary to repair and replace the lines that already exist, and an increase in these
projects is anticipated in future years.
• Vista/Carlsbad Interceptor - Reaches 1 to 5 and 11 to 15, and the Agua Hedionda lift station
are scheduled in the next five years. These projects are required to handle buildout flows and
replace deteriorated pipelines. The total cost for all the projects is approximately $45.4 million.
The City of Vista's share of this cost is $30.1 million, leaving Carlsbad responsible for funding
the remaining $15.3 million.
• Wastewater Lines - Other major wastewater lines scheduled for construction or replacement
within the next five years include:
- Beach Street Sewer Replacement
- Buena Interceptor Sewer Improvements
- Home Plant Lift Station Replacement
- North Agua Hedionda Sewer Replacement
• Water Lines - Major water lines scheduled for construction or replacement within the next five
years include:
- Carlsbad Boulevard - South of Avenida Encinas
- College Boulevard - Cannon Road to Badger Lane
- Maerkle Transmission Main
- Melrose Drive from Palomar Airport Road to Faraday
• Maerkle Reservoir Storage - Construction of a buried 16 million gallon water storage reservoir
next to the existing reservoir is planned in order to provide additional emergency storage and
meet the 10-day storage criteria based on ultimate demands. The total cost is estimated at
$14.2 million.
CAPITAL PROJECTS THROUGH BUILDOUT
The CIP for FY 2008-09 to Buildout outlines approximately 143 future projects at a cost of
approximately $451.6 million as shown below.
CIP Projects
Project Type
Streets/Circulation
Civic Projects
Wastewater
Parks
Water
Drainage
Other (loan repayments)
Total Future
- All Future Projects
Percent Total Cost
31% 144,514,629
18% 79,080,521
17% 75,101,675
15% 67,730,835
11% 50,560,174
5% 21,517,394
3% 13,063,365
100% $ 451,568,593
2008-2009 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
Park and recreational facility construction and acquisition projects total approximately $67.7
million. Park projects planned within all quadrants of the City are listed below in addition to when
the design and/or construction is expected to begin. More detail follows on specific projects not
discussed earlier in this report.
PARK PROJECTS BY QUADRANT
Northeast Quadrant
Park Site Development: 2013-18
Southeast Quadrant
Alga Norte Park: 2008-09
Alga Norte Aquatic Center: TBD
Leo Carrillo Park Phase III: 2010-11
Northwest Quadrant
Pine Avenue Park Community Building: 2018-23
Southwest Quadrant
Poinsettia Park Community Building: 2012-13
Aviara Community Building: 2018-23
Citywide Park and Recreational Projects
Veteran's Memorial Park: 2018-23
Business Park Recreational Facility: 2018-23
• Aviara Community Facility - Located in the southwest quadrant of the city, this project includes
the construction of an 18,000 square foot community facility that would include meeting and
activity rooms, as well as park offices.
• Poinsettia Park Community Center - Phase II of this 42-acre
park includes amenities such as a community facility,
gymnasium, enclosed soccer field, tot lot, picnic areas, tennis
complex, clubhouse, stadium court and additional parking.
The cost is expected to be approximately $14.7 million. The
timing of the design is scheduled to begin in FY 2012-13 with
construction in the following year.
• Veterans Memorial Park - This project is located south and east of Agua Hedionda Lagoon
adjacent to the City Golf Course, The Crossings at Carlsbad. The Master Plan includes the
following improvements: community leisure needs, open space interpretive area, parking and
maintenance facility. Other suggested uses for this park include an amphitheater complex,
sports complex, conference center and numerous other active/passive recreation amenities.
Approximately 31% of future expenditures are planned for street and traffic signal construction
projects. Included in this category is construction of major roadways that will add east to west and
north to south connections as well as provide additional routes to the neighboring cities of
Oceanside, Vista, and San Marcos. Sections of these roads are already under construction by
developers. Additional roadway projects include replacement of the Carlsbad Boulevard Encinas
Creek Bridge, several road-widening projects, and funding for sidewalk construction, concrete
repair work and pavement overlay. Currently there are 21 traffic signals identified and
recommended for construction in future years.
Wastewater and drainage projects are expected to cost over $96 million, which includes over $35
million in sewer replacement projects. Funding is also provided for the repayment of bonds for
the expansion of the Encina Wastewater Facility, and the Encina Water Pollution Control Facility
projects.
Future water projects include construction of new waterlines, both potable and recycled,
concurrent with new development. Some of the major areas in which these installations or
upgrades are planned include segments of College Boulevard and El Fuerte, and along El
Camino Real. Replacement of existing potable and recycled waterlines is also included in this
category, and additional reservoirs are planned to increase storage for ultimate demands. In
addition, $27.6 million is planned for known replacement projects.
2008-2009 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
Construction of Civic facilities such as libraries, administrative facilities, police and fire facilities are
currently estimated at $79 million of the total planned capital expenditures to buildout.
Specific timing and cost estimates for all capital projects are identified in the Detail Schedule of
Capital Projects (FY 2008-09 to Buildout) following this narrative.
UNFUNDED PROJECTS
There are several projects identified in the CIP for which there is no identifiable funding source,
and in some cases where only partial funding has been identified. The City will investigate
obtaining possible outside funding such as Federal and State grants, loans, or other financing
sources. Once funding is identified for these projects the project costs will have to be reviewed
and updated to reflect actual cost estimates. The unfunded projects do not receive annual
inflationary increases. These projects are:
• Business Park Recreational Facility (partial)
• Cannon Lake Park (6.7 Acres)
• *Cannon Road - REACH 4B - College/Cannon to City Limits (80%)
• "Carlsbad Boulevard Mountain View to Northerly City Limits (80%)
• *Carlsbad Boulevard/Palomar Airport Road Improvements (80%)
• Hosp Grove/Buena Vista Lagoon Improvements
• Palomar Airport Road Widening and Bridge Reconstruction
• Pine Ave. Park - Madison Property
• Pine Ave. Park - Restrooms/Storage
• Robertson Ranch (NE Quadrant) Park Development (partial)
(*) These projects are in the revised TIF fee program which is planned to generate enough
revenue to pay for 20% of the total cost. The remaining 80% is unfunded.
FUTURE GROWTH AND DEVELOPMENT
There are a variety of revenues that are used to fund the capital
projects. In order to estimate future revenues from development,
several assumptions about the rate and type of future development
need to be made. These assumptions can change from year-to-
year and correlate with the economic climate.
Every year, City staff evaluates all existing and future private development projects and compares
this information to the buildout capacity of the City using adopted general plans. Information about
existing development activity combined with estimates of how remaining net developable land
might develop are then summarized to prepare future projections about when and where
residential and non-residential development will occur. Finance Department staff prepare cash
flow schedules using current fund balances combined with future estimated fees paid by those
developments, then compares the available funds to the expenditure plan to ensure that funding
will be sufficient for construction of the capital projects as planned in the CIP. In addition to
evaluating whether or not capital funds are sufficient, significant operating cost impacts and
availability of staff resources are also considered to evaluate the timing of projects. Where
funding discrepancies occur, alternative financing methods and project timing are again evaluated
and recommendations are made to resolve the discrepancies.
Residential development is expected to taper off in the future. The number of annual building
permits issued is projected to decline compared to the previous five-year period. The
development schedules of the remaining vacant parcels are driving the timing of the future units.
There are approximately 4,570 units remaining before the City is predominantly built out.
Residential development for FY 2007-08 is projected at 255 units with an average about 280 units ^-,
per year over the next five years. This is compared to an average of over 860 units per year for ) (£
2008-2009 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
the previous five-year period. The decline, particularly in the next 5 years, is due to the current
economic downturn and the dwindling supply of developable land.
The amount of non-residential development is projected to also decline slightly over the next five
years. The average annual square feet of non-residential development for the past 5 years was
about 1,033,000. For FY 2007-08, the estimate is for 1,300,000 square feet, and the average
annual development for the next 5-year period is approximately 509,000 square feet per year.
Projects include several neighborhood commercial/retail developments located in or near the
areas where most of the residential development has occurred or where new development is
planned over the next several years. In the southeast quadrant, commercial projects include retail
and restaurants, a theater, and a daycare facility and church. Sunny Creek Plaza is a planned
commercial development located east of El Camino Real at College Boulevard next to the Sunny
Creek residential neighborhood, and the Bressi Ranch area will also have a commercial
development. Other commercial developments are planned at Calavera Hills and at Poinsettia
Shores. Industrial development consists of various new office and industrial projects, as well as
expansion of existing projects at Kelly Corporate Center, Gemological Institute of America and
Legoland. Development estimates provide the data and basis for estimating future fee revenues,
which are calculated by multiplying each applicable development fee by the estimated number of
dwelling units and/or square feet of construction expected during each year. The following table
shows the number of residential units and non-residential square feet of development used in
calculating estimated revenues for FY 2008-09 and subsequent years to buildout.
Projected Development
Residential and Non-Residential Construction
Year
2007-08 current
2008-2009
2009-2010
2010-2011
2011-2012
2012-2013
Years 6-10
Years 11 -buildout
Total Future
Residential
Units
255
193
368
264
286
296
1,970
1,191
4,568
Non-Residential
Square Feet
1,291,597
424,174
499,851
541,203
533,248
544,692
4,639,302
2,617,746
9,800,216
REVENUES
Revenues for Capital Projects from now until buildout are estimated to be approximately $626.4
million and are segregated into five major categories: (1) fees generated by development in
Carlsbad, (2) special district fees and taxes (Community Facilities Districts and Bridge and
Thoroughfare Benefit Districts), (3) Water and Wastewater Replacement funds, (4) Infrastructure
Replacement funds (other than wastewater and water), and (5) Other sources including grants,
bond issues, and contributions from other agencies.
2008-2009 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
Revenue Estimates FY2008-09 to Buildout
Total Revenue = $626.4 Million
Other Agencies
19%
Developer Fees
27%
J
Infrastructure
Replacement Transfers
23%
Financing Districts
7%
Utility Inrastructure
Replacement Transfers
24%
Approximately 27% of all capital revenue is received as a result of development, and is dependent
upon assumptions made about the City's annual growth in dwelling units and commercial/
industrial square feet. Development revenues include Public Facilities Fees (PFF), Traffic Impact
Fees (TIF), Park-ln-Lieu Fees (PIL), Planned Local Drainage (PLD) Fees, Water Connection Fees
(MFF), and Sewer Connection charges. Revenue from special districts, such as Community
Facilities Districts (CFD) and Bridge and Thoroughfare Benefit Districts (BTD) comprise 7% of the
total. Water and Wastewater replacement revenues generated by user fees equal approximately
24% of total revenues, and are used to pay for replacement of existing water and sewer facilities.
Infrastructure replacement revenues, equal to 23%, are transfers from the City's General Fund
which are being set aside to pay for replacement of major capital facilities other than wastewater
and water facilities. The remaining 19% consists of revenues from other agencies and include
federal and state grants, the county sales tax program (TransNet), redevelopment agency
revenue, and contributions from cities and other agencies.
CALCULATION OF FUTURE FEES
The revenue projections of the Capital Improvement Program reflect the growth assumptions
identified in the previous section. The following information delineates how those assumptions
were applied to estimate future development revenues. The mix of multi-family and single-family
residential units is assumed to be 35% and 65% respectively and reflects the anticipated mix of
residential development for each Local Facilities Management Zone. The building permit valuation
used for computing Public Facilities Fees is $178,633 per multi-family dwelling unit, and $315,200
per single-family dwelling unit. A building permit valuation of $42 per square foot of construction
is used to calculate non-residential Public Facilities Fees.
In order to calculate estimated revenues for Traffic Impact Fees (TIF), the number of average
daily trips was computed for each type of development use. A multi-family residential dwelling unit
is assigned eight trips per day and a single-family unit is assigned ten trips per day. The trips-per-
day value for commercial and industrial buildings are 40 and 8 trips per 1,000 square feet of
development, respectively, although the actual volume of trips generated by commercial/industrial
building can vary widely depending on the ultimate land use.
2008-2009 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
CFD #1 is a citywide district established to finance various civic facilities required under the City's
Growth Management Plan. CFD #3 was established for the Faraday Avenue and Melrose Drive
Extensions east of El Camino Real, as well as the extension of El Fuerte. This project
encompasses the extension of Melrose Drive from Palomar Airport Road to the Carlsbad/Vista
city limits and the extension of Faraday Avenue from Orion Way to Melrose Drive in Vista.
Park-in-Lieu Fees are collected for the purchase and development of :•:.• «W|
parkland within each quadrant of the City, and the fees are based on
the acquisition cost of parkland. Projects in the CIP funded with Park-
in-Lieu Fees include future park site acquisition, development and
restoration.
There are two existing Bridge and Thoroughfare Fee Districts (BTD), which were formed by
property owners to finance specific road construction projects located within each of the district
boundaries. Poinsettia Lane - Aviara Parkway (BTD No. 2) was formed to finance the
construction of Poinsettia Lane between Aviara Parkway and El Camino Real and Aviara Parkway
between Palomar Airport Road and Poinsettia Lane. BTD No. 3 (Cannon Road West) was
formed to fund portions of Cannon Road from Interstate 5 to El Camino Real. Although
construction of this project is complete, revenues collected from future development within the
district will be used to repay an advance that provided interim funding to complete the project.
SUMMARY
The proposed FY 2008-09 to Buildout CIP is being driven by the City's commitment to ensure that
facilities are available to service the developing areas as well as the current residents. Carlsbad's
philosophy has been to build quality capital facilities, which meet, and at times exceed, Growth
Management standards. Phasing projects over a period of years to match funding availability for
construction and operations is often used to meet the needs of growth management. The FY
2008-09 to Buildout Capital Improvement Program reflects the commitment of Carlsbad's City
Council and staff to continue providing its residents with a better quality of life.
GROWTH MANAGEMENT PLAN
The Growth Management Plan was developed and voted into law by the citizens of Carlsbad in
1986. The plan was established to manage development within the City by linking residential,
commercial, and industrial development directly to standards for availability of public services and
facilities.
The Growth Management Plan has established precise standards for eleven public facilities.
Standards must be met at all times as growth occurs. Facilities for which standards have been
established are as follows:
- City Administrative - Library
- Wastewater Treatment - Parks
- Circulation - Drainage
- Fire - Open Space
- Schools - Sewer Collection
- Water Distribution
The plan requires that appropriate public facilities be available, in conformance with the adopted
performance standards, as development occurs. Unless all of the eleven public facility standards
have been met, no new development can occur.
2008-2009 PRELIMINARY CAPITAL IMPROVEMENT PROGRAM Exhibit 2
The Growth Management Plan impacts both the Operating Budget and the Capital Improvement
Program. The detailed level of planning required by Growth Management has allowed Carlsbad's
Capital Improvement Program to anticipate the funding needed for capital improvements through
buildout of the City. The timing of construction of facilities is governed by the rate of development
and the eleven performance standards. New public facilities often require additional staffing and
other resources, which affects the Operating Budget. Facilities such as community centers,
parks, and fire stations have been constructed and opened to the public under this program.
The Capital Improvement Program has been designed to specifically address areas where new or
expanded facilities will be needed to maintain compliance with the adopted performance
standards. With the adoption of the FY 2008-09 CIP, compliance with the Growth Management
Plan is continued.
Exhibit 3
1 RESOLUTION NO. 2008-190
2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF CARLSBAD, CALIFORNIA, ADOPTING THE FINAL
3 OPERATING BUDGET AND CAPITAL IMPROVEMENT
4 PROGRAM FOR THE FISCAL YEAR 2008-09 FOR THE
CITY OF CARLSBAD AND ESTABLISHING CONTROLS
5 ON CHANGES IN APPROPRIATIONS FOR THE VARIOUS
FUNDS.
6
7 WHEREAS, the City Council of the City of Carlsbad, California has reviewed the
8 proposed final Operating Budget and Capital Improvement Program for fiscal year
9
2008-09 and has held such public hearings as are necessary prior to adoption of the
10
final budgets.
11
12 WHEREAS, the Planning Commission made a finding of General Plan
13 Consistency for all projects receiving an allocation of funds for fiscal year 2008-09 on
14 May 7, 2008 pursuant to Planning Commission Resolution No. 6302.
15
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of16
Carlsbad, California, as follows:
lg 1. That the above recitations are true and correct.
19 2. That certain documents now on file in the office of the City Clerk of the
20 City of Carlsbad entitled, "City of Carlsbad, 2008-09 Preliminary Operating Budget and
21 2008-09 to Buildout Capital Improvement Program - Preliminary" as amended in
22 accordance with Exhibits 3-A through 3-C attached hereto and incorporated by
23
reference herein, is hereby adopted as the Operating and Capital Improvement Budgets
24
for the City of Carlsbad for the fiscal year, with the Program Options determined by the
City Council as set forth in the minutes of the Council's meeting of Tuesday, June 24,
27
28
Exhibit 3
1 2008 and extending the schedule for Avenida Encinas widening-south of Carlsbad
2 Airport Blvd from fiscal year 2008-2009 to 2009-2010.
3
3. That the amounts reflected as estimated revenues for fiscal year 2008-09
as shown in Exhibits 3-A and 3-B are hereby adopted as the budgeted revenues for
2008-09.6
4. That the amounts designated as the 2008-09 Budget request in Exhibits 3-
A and 3-B are hereby appropriated to the department or fund for which they are
o
designated and such appropriation shall not be increased except as provided herein.
5. That total appropriations for each fund may only be increased or
decreased by the City Council by passage of a resolution amending the budget except
as provided herein.
6. That the following controls are hereby placed on the use and transfers of
budget funds:
A. No expenditure of funds shall be authorized unless sufficient funds
have been appropriated by the City Council or City Manager as described below.16
i. The City Manager may authorize all transfers of funds from
account to account within any department.1 o
ii. The City Manager may authorize transfers of funds between
departments within the same fund in an amount up to $100,000 per transfer.
iii. The City Manager may delegate any of the authority given to him
under this resolution.22
iv. The City Manager may authorize budget adjustments involving
£ J
offsetting revenues and expenditures; the City Manager may authorize increases
in an appropriation for a specific purpose where the appropriation is offset by
Z* •*)
unbudgeted revenue, which is designated for said specific purpose.26
v. The City Manager may authorize the transfer of appropriations
28
Exhibit 3
1 between accounts and/or capital projects up to $1,000,000 for the costs
2 associated with the Encina Wastewater Facility (Encina) as authorized by the
3 Encina Wastewater Authority's staff and/or Board. Any increase to the total
4 appropriations for Encina's operating budget and capital program must be
5 approved by the City Council.
6 vi. The City Manager may authorize budget adjustments to increase
7 the appropriations for Workers Compensation, Risk, Self Insured Benefits and
8 Liability funds operating budget in an amount equal to the increases in costs of
9 claims expenses.
10 vii. The City Council must authorize all transfers of funds from the
11 Council's Contingency Account.
12 B. The City Manager may authorize emergency out of state travel for
13 public safety or emergency services purposes.
14 C. The City Council must authorize any increase in the number of
15 authorized permanent personnel positions above the level identified in
16 Exhibit 3-C.
17 D. The City Manager may authorize the hiring of temporary or part time
18 staff as necessary, within the limits imposed by the controls listed above.
19 7. That the legal level of budgetary control is the fund level. Budgets may
20 not legally be exceeded at the fund level without appropriate authorization by the City
21 Council.
22 8. That interest earned on grants may be appropriated during the year for the
23 purpose for which the grant was received.
24 9. That the Finance Director is authorized to transfer funds remaining in the
25 Traffic Congestion Relief Fund on June 30, 2008, to the Pavement Overlay Fund to be
26 used towards the Pavement Overlay program.
27
28
Exhibit 3
1 10. The City Manager or his/her designee is authorized to set recreation
2 program and class fees. The fee shall not exceed the fully burdened (direct and
3 indirect) costs of providing the program or class but shall be no less than the lowest fee
4 charged for like kind programs or classes in the North County cities of Oceanside, Vista,
5 San Marcos, Escondido, or Encinitas.
6 11. That all appropriations in the Operating Budget and in Capital
7 Improvement Program remaining unexpended at June 30, 2008, are hereby
8 appropriated to the 2008-09 fiscal year.
9 12. That all appropriations for outstanding encumbrances as of June 30,
10 2008, are hereby continued into 2008-09 for such contracts or obligations.
11
12
13 '"
14 ///
15 ///
16 ///
17 ///
18 ///
19 ///
20
21
22
23
24
25 ///
26 ///
27
28
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
PASSED, APPROVED AND ADOPTED at a Joint Special Meeting of the
Carlsbad City Council, Municipal Water District Board of Directors and Housing and
Redevelopment Commission, held on the 24th day of June, 2008, by the following vote
to wit:
AYES: Council Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
ATTEST:
TORRA
(SEAL)
CITY OF CARLSBAD
OPERATING FUNDS
PROJECTED FUND BALANCES
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 CRKCHNLMNT
LIGHTING AND LANDSCAPING DIST #2
CULTURAL ARTS DONATIONS
PUBLIC ART
RECREATION DONATIONS
SENIOR DONATIONS
COMMUNITY ACTIVITY GRANTS
LOCAL CABLE INFRASTRUCTURE FUNDS
TOTAL
ENTERPRISE
WATER OPERATIONS
RECYCLED WATER OPERATIONS
WASTEWATER 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
1 1 ,795,275
5,665,644
310,130
11,880,816
205,214
14,726,346
4,438,524
37,226,674
2,930,411
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 36?
CITY OF CARLSBAD
OPERATING FUNDS
PROJECTED FUND BALANCES
Exhibit 3A
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
LOCAL CABLE INFRASTRUCTURE FUNDS
TOTAL
ENTERPRISE
WATER OPERATIONS
RECYCLED WATER OPERATIONS
WASTEWATER 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
I 58.576,737
58,576,737
HI
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
m
(2,941,198)
2,035,785
1,297,190
7,290,389
7,682.166
HI
6,096.788
470,797
4.133,737
216,204
14,472,110
4,014,595
29,404,231
HI
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
28,468,851
6,195,723
10.245,746
3.398,438
48,308,758
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
$195,183,731
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
(1,839,439)
726,132
715,163
(136,000) 7,329,120
6,930,976
(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) $110,315,027 |
B-14
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
Exhibit 3A
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
$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.
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
Exhibit 3A
REVENUE SOURCE
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
REVENUE
2006-07
1
124,684
32,640
157,324
191,926
4,710
196,636
6,695
828
1,651
9,174
6,017.514
12,462
27,119
6,057,095
278,609
6,663
0
641,979
337,773
1,265,024
257,599
48.608
43,774
349,981
14,602
14,602
102,126
5,890
108,016
457,649
33,674
491,323
366,295
2,389
368,684
PROJECTED
REVENUE
2007-08
154,480
37,500
191,980
194,862
5,300
200,162
28,095
0
0
28,095
6,404,969
47,000
39,000
6,490,969
164,000
300,000
400,500
606,233
670,263
2,140,996
435,075
46,770
37,095
518,940
14,200
14,200
70,235
4,350
74,585
460,391
25,000
485,391
365,630
0
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
11,000
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)
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
Exhibit 3A
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
LOCAL CABLE INFRASTRUCTURE FUNDS
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
11,000
11.000
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)
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
Exhibit 3-A
REVENUE SOURCE
I ENTERPRISE FUNDS
WATER OPERATIONS
WATER SALES
READY TO SERVE CHARGES
PROPERTY TAXES
NEW ACCOUNT CHARGES
BACK-FLOW PROGRAM FEES
PENALTY FEES
INTEREST
ENGINEERING OVERHEAD
SERVICE CONNECTION FEES
AGRICULTURAL CREDITS
OTHER
TOTAL
RECYCLED WATER
WATER SALES
READY-TO-SERVE CHARGE
RECYCLED WATER CREDITS
INTEREST
OTHER
TOTAL
WASTEWATER OPERATIONS
SERVICE CHARGES
MISC SEWER
ENGINEERING OVERHEAD
PENALTY FEES
INTEREST
OTHER
TOTAL
SOLID WASTE MANAGEMENT
INTEREST
RECYCLING FEES (AB939)
PENALTY FEES
TRASH SURCHARGE
OTHER
TOTAL
TOTAL ENTERPRISE FUNDS
ACTUAL
REVENUE
2006-07
1
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
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
Exhibit 3A
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
REVENUE
2006-07
Z]
2,350,492
258.010
55,358
2,663,860
1,374,019
28,889
256.030
1 ,658,938
8,790,997
0
50,630
8,841,627
2,463,351
4,583
19,660
2,487,594
1,372,415
474.090
0
1,846,505
43,552
4,542,885
221,465
66
4,807,968
22,306,492
PROJECTED
REVENUE
2007-08
1,862,395
335,741
7,333
2,205,469
1,507,380
6,845
25,551
1,539,776
973,529
388,570
60,175
1,422,274
2,498,553
5,679
18,813
2,523,045
1.940.578
490.743
0
2,431,321
140,878
5,393,716
194,000
0
5,728,594
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
(498,925)
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)
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
Exhibit 3A
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
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
Exhibit 3A
CITY OF CARLSBAD
OPERATING FUNDS
BUDGET EXPENDITURE SCHEDULE
DEPARTMENT
GENERAL FUND
POLICY AND LEADERSHIP GROUP
CITY COUNCIL
CITY MANAGER
COMMUNICATIONS
CITY CLERK
CITY ATTORNEY
CITY TREASURER
TOTAL POLICY/LEADERSHIP GROUP
ADMINISTRATIVE SERVICES
ADMINISTRATION
FINANCE
HUMAN RESOURCES
RECORDS MANAGEMENT
TOTAL ADMINISTRATIVE SERVICES
PUBLIC SAFETY
POLICE
FIRE
TOTAL PUBLIC SAFETY
COMMUNITY DEVELOPMENT
COMMUNITY DEVEL ADMIN
GEOGRAPHIC INFORMATION
ECONOMIC DEVELOPMENT
PLANNING
BUILDING
TOTAL COMMUNITY DEVELOPMENT
COMMUNITY SERVICES
LIBRARY
CULTURAL ARTS PROGRAM
RECREATION
SENIOR PROGRAMS
TOTAL COMMUNITY SERVICES
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%
-1 1 .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.
Exhibit 3A
CITY OF CARLSBAD
OPERATING FUNDS
BUDGET EXPENDITURE SCHEDULE
DEPARTMENT
PUBLIC WORKS
PUBLIC WORKS ADMIN
ENGINEERING
FACILITIES MAINTENANCE
PARK MAINTENANCE
STREET MAINTENANCE
TRAFFIC SIGNAL MAINT
TRAILS MAINTENANCE
TOTAL PUBLIC WORKS
NON-DEPARTMENTAL
COMMUNITY PROMOTION
COMMUNITY CONTRIBUTIONS
BEACH PARKING
HOSP GROVE PAYMENT
PROPERTY TAX AND OTHER ADMIN
DUES & SUBSCRIPTIONS
INFRASTRUCTURE REPLACE TRANS
MANAGEMENT INCENTIVE PAY
DISASTER PREPAREDNESS
LEGAL SERVICES
TRANSFER TO CIP
MISC/ TRANSFERS OUT
TOTAL NON-DEPARTMENTAL
SUBTOTAL GENERAL FUND
CONTINGENCIES
TOTAL GENERAL FUND
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%
-1 1 .6%
-1.3%
0.0%
0.0%
-3.7%
1 .6%
2.7%
1 .6%
Exhibit 3A
CITY OF CARLSBAD
OPERATING FUNDS
BUDGET EXPENDITURE SCHEDULE
%INCR (DEC)
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
LOCAL CABLE INFRASTRUCTURE FUNDS
TOTAL SPECIAL REVENUE FUNDS
ENTERPRISE FUNDS
WATER OPERATIONS
RECYCLED WATER OPERATIONS
WASTEWATER OPERATIONS
SOLID WASTE MANAGEMENT
TOTAL ENTERPRISE FUNDS
INTERNAL SERVICE FUNDS
WORKERS COMP SELF INSURANCE
LIABILITY SELF-INSURANCE
SELF-INSURED BENEFITS
VEHICLE MAINTENANCE
VEHICLE REPLACEMENT
INFORMATION TECHNOLOGY
TOTAL INTERNAL SERVICE FUNDS
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
1 1 ,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
1,284,199
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
1 1 1 ,500
196,887
87,560
38,900
93.200
59,300
40,000
222,829
11,300,524
28,468,851
6,195,723
10,245,746
3,398,438
48,308,758
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
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%
-5.5%
3.0%
7.0%
-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 158,405,084 185,665,025 197,527,282 187,078,777 195,183,731 4.3%
General Fund
NonGF
118,331,742
76,851,989
195,183.731
NOTE: Estimated expenditures may exceed Adopted Budget since they include prior year budget appropriations.
B-23
Exhibit 3B
CITY OF CARLSBAD
CAPITAL FUNDS
PROJECTED FUND BALANCES FOR FY 2007-2008
FUND
BTD#2 - POINSETTIA LANE/AVIARA PKWV
BTD#3 - CANNON ROAD WEST
CFD#1 -CITYWIDE
GAS TAX
GENERAL CAPITAL CONST.
GOLF COURSE
GRANTS - FEDERAL
GRANTS - STATE
INFRASTRUCTURE REPLACEMENT
OTHER
PARK FEE ZONES 5,13,16
PARK-IN-LIEU NE
PARK-IN-LIEU NW
PARK-IN-LIEU SE
PARK-IN-LIEU SW
PLANNED LOCAL DRAIN'G
PUBLIC FACILITIES FEE
RANCHO SANTA FE ROAD PROJECT
REDEVELOPMENT VILLAGE
REDEVELOPMENT SCCRDA
SEWER BENEFIT AREAS
SEWER CONNECTION
SEWER REPLACEMENT
TDA
TRAFFIC IMPACT FEE
TRANSNET/BIKE
TRANSNET/HIGHWAY
TRANSNET/LOCAL
TRANSPORTATION FUNDING
WATER - MAJOR FACILITY
WATER - RECYCLED WATER
WATER - REPLACEMENT
TOTAL
JULY 1,2007
UNRESERVED
BALANCE
9,762,023
996,313
54,030,463
5,711,378
46,089,916
5,106,076
(6,973)
0
28,755,856
18,149,949
1,673,548
4,505,469
870,225
982,208
1,036,181
10,357,833
46,757,835
13,112,003
989,184
324,496
5,025,229
26,921,846
22,984,519
95,710
11,555,584
63,218
1,233,441
6,364,996
318,840
18,400,924
1,290,091
34,802,449
378,260,830
ESTIMATED
REVENUES
551,910
210,928
4,760,165
1,826,050
10,665,557
3,229,295
555,358
0
9,626,913
16,446,107
329,896
497,654
257,954
105,317
78,673
341,663
7,001,400
7,793,976
715,000
250,000
671,398
1,895,213
6,485,131
3,255
1,720,262
82,903
57,519
3,677,000
14,633
2,127,879
0
19,484,723
101,463,733
ESTIMATED
EXPENDITURES
0
0
3,443,912
1,988,885
4,547,016
7,909,257
333,816
0
334,010
16,053,583
0
282
0
0
558,811
452,198
6,815,176
5,325,970
841,341
73,082
15,035
3,340,815
1,657,133
95,248
797,951
37,509
854
2,900,277
0
638,027
86,461
6,581,512
64,828,161
ESTIMATED
DEBT SERVICE
LOANS & OTHER
0
37,808
284,942
277,698
0
166,103
0
0
0
464,488
0
0
0
0
0
988,805
7,100,000
7,317
0
0
2,000,000
1,675,240
350,600
0
0
0
2,301
35,843
223,464
0
0
0
13,614,609
JUNE 30, 2008
PROJECTED
BALANCE
10,313,933
1,169,433
55,061 ,774
5,270,845
52,208,457
260,011
214,569
0
38,048,759
18,077,985
2,003,444
5,002,841
1,128,179
1,087,525
556,043
9,258,493
39,844,059
15,572,692
862,843
501,414
3,681,592
23,801,004
27,461,917
3,717
12,477,895
108,612
1,287,805
7,105,876
110,009
19,890,776
1,203,630
47,705,660
401,281,793
CITY OF CARLSBAD
CAPITAL FUNDS
PROJECTED FUND BALANCES FOR FY 2008-2009
Exhibit 3B
FUND
BTD#2 - POINSETTIA LANE/AVIARA PKWA
BTD#3 - CANNON ROAD WEST
CFD#1 -CITYWIDE
GAS TAX
GENERAL CAPITAL CONST.
GOLF COURSE
GRANTS - FEDERAL
GRANTS - STATE
INFRASTRUCTURE REPLACEMENT
OTHER
PARK FEE ZONES 5,13,16
PARK-IN-LIEU NE
PARK-IN-LIEU NW
PARK-IN-LIEU SE
PARK-IN-LIEU SW
PLANNED LOCAL DRAIN'G
PUBLIC FACILITIES FEE
RANCHO SANTA FE ROAD PROJECT
REDEVELOPMENT VILLAGE
REDEVELOPMENT SCCRDA
SEWER BENEFIT AREAS
SEWER CONNECTION
SEWER REPLACEMENT
TDA
TRAFFIC IMPACT FEE
TRANSNET/BIKE
TRANSNET/HIGHWAY
TRANSNET/LOCAL
TRANSPORTATION FUNDING
WATER - MAJOR FACILITY
WATER - RECYCLED WATER
WATER - REPLACEMENT
TOTAL
JULY 1,2008
PROJECTED
BALANCE
10,313,933
1,169,433
55,061,774
5,270,845
52,208,457
260,011
214,569
0
38,048,759
18,077,985
2,003,444
5,002,841
1,128,179
1,087,525
556,043
9,258,493
39,844,059
15,572,692
862,843
501,414
3,681,592
23,801,004
27,461,917
3,717
12,477,895
108,612
1,287,805
7,105,876
110,009
19,890,776
1,203,630
47,705,660
401,281,793
ESTIMATED
REVENUES
167,310
67,500
1,513,792
5,264,027
1,797,021
0
2,617,005
0
7,800,000
0
41,612
384,898
149,905
37,421
122,953
245,166
1,263,513
0
100,000
0
289,167
327,295
6,910,289
0
1,234,379
0
0
4,110,529
975,000
992,284
0
4,705,445
41,116,511
06/30/2008
CONTINUING
APPROPR.
349,302
0
1,645,972
2,214,727
49,233,262
260,011
521,291
0
2,725,350
14,549,039
0
4,209,518
0
20,550
219,100
2,711,514
28,285,160
1,723,846
426,533
245,104
0
10,413,902
10,979,447
0
3,083,769
87,176
963,166
569,419
0
1,316,847
293,176
7,472,621
144,519,802
07/01/2008
NEW
APPROPR.
2,643,344
1,000,000
110,000
1,636,055
4,625,942
0
643,263
0
988,000
42,798
0
0
1,180,000
246,450
0
2,038,921
903,185
0
0
0
3,270,000
6,625,170
7,301,657
0
9,690,856
0
0
3,615,000
0
4,462,250
905,000
7,637,000
59,564,891
2008-2009
TOTAL CIP
APPROPR.
2,992,646
1,000,000
1,755,972
3,850,782
53,859,204
260,011
1,164,554
0
3,713,350
14,591,837
0
4,209,518
1,180,000
267,000
219,100
4,750,435
29,188,345
1,723,846
426,533
245,104
3,270,000
17,039,072
18,281,104
0
12,774,625
87,176
963,166
4,184,419
0
5,779,097
1,198,176
15,109,621
204,084,693
JUNE 30, 2009
PROJECTED
BALANCE
7,488,597
236,933
54,819,594
6,684,090
146,274
0
1,667,020
0
42,135,409
3,486,148
2,045,056
1,178,221
98,085
857,945
459,896
4,753,223
11,919,227
13,848,846
536,310
256,310
700,759
7,089,228
16,091,102
3,717
937,649
21,436
324,639
7,031,986
1,085,009
15,103,963
5,454
37,301,484
238,313,610
Exhibit 3B
CITY OF CARLSBAD
CAPITAL FUNDS
REVENUES ACTUAL AND ESTIMATED
FUND
BTD#2 - POINSETTIA LANE/AVIARA PKWV
BTD#3 - CANNON ROAD WEST
CFD#1 -CITYWIDE
GAS TAX
GENERAL CAPITAL CONST.
GOLF COURSE
GRANTS - FEDERAL
GRANTS - STATE
INFRASTRUCTURE REPLACEMENT
OTHER
PARK FEE ZONES 5, 13, 16
PARK-IN-LIEU NE
PARK-IN-LIEU NW
PARK-IN-LIEU SE
PARK-IN-LIEU SW
PLANNED LOCAL DRAIN'G
PUBLIC FACILITIES FEE
RANCHO SANTA FE ROAD PROJECT
REDEVELOPMENT VILLAGE
REDEVELOPMENT SCCRDA
SEWER BENEFIT AREAS
SEWER CONNECTION
SEWER REPLACEMENT
TDA
TRAFFIC IMPACT FEE
TRANSNET/BIKE
TRANSNET/HIGHWAY
TRANSNET/LOCAL
TRANSPORTATION FUNDING
WATER - MAJOR FACILITY
WATER - RECYCLED WATER
WATER - REPLACEMENT
TOTAL CAPITAL FUNDS
2004-2005
ACTUAL
REVENUE
1,998,341
44,911
7,100,722
1,955,691
2,459,316
354,593
667,538
1,852
4,405,430
29,398,816
99,420
48,251
50,048
1,186,959
462,471
1,711,440
10,023,947
5,191,343
1,445,277
584,004
801,202
2,416,264
1,641,162
5,325
2,014,264
2,797
47,046
2,873,656
8,576
5,164,198
4,678,829
1,393,946
90,237,635
2005-2006
ACTUAL
REVENUE
1,376,967
94,297
4,595,150
1,974,975
2,699,589
33,308,251
1,127,704
429,683
4,787,770
14,888,674
303,004
216,055
577,594
342,046
180,662
974,397
7,177,940
5,393,508
1,058,550
74,118
362,151
1,672,308
5,271,251
136,933
1,407,742
65,859
28,618
2,320,925
6,935
3,386,838
10,878,643
5,495,772
112,614,909
2006-2007
ACTUAL
REVENUE
1,464,639
294,705
5,211,545
2,081,059
4,267,485
10,081,550
174,071
713,518
8,638,352
1,312,538
475,682
(156,828)
168,477
185,155
213,446
1,191,821
7,127,851
4,927,526
1,102,804
402,109
844,640
2,647,425
4,747,787
100,462
1,902,317
17,175
64,774
5,249,511
16,615
2,717,428
6,310,853
3,937,486
78,433,978
2007-2008
ESTIMATED
REVENUE
551,910
210,928
4,760,165
1,826,050
10,665,557
3,229,295
555,358
0
9,626,913
16,446,107
329,896
497,654
257,954
105,317
78,673
341,663
7,001,400
7,793,976
715,000
250,000
671,398
1,895,213
6,485,131
3,255
1,720,262
82,903
57,519
3,677,000
14,633
2,127,879
0
19,484,723
101,463,733
2008-2009
ESTIMATED
REVENUE
167,310
67,500
1,513,792
5,264,027
1,797,021
0
2,617,005
0
7,800,000
0
41,612
384,898
149,905
37,421
122,953
245,166
1,263,513
0
100,000
0
289,167
327,295
6,910,289
0
1,234,379
0
0
4,110,529
975,000
992,284
0
4,705,445
41,116,511
Note: Revenues include Intel-fund loans and transfers in.
CITY OF CARLSBAD
CAPITAL FUNDS
BUDGET EXPENDITURE SCHEDULE
Exhibit 3B
FUND
BTD#2 - POINSETTIA LANE/AVIARA PKWA
BTD#3 - CANNON ROAD WEST
CFD#1 -CITYWIDE
GAS TAX
GENERAL CAPITAL CONST.
GOLF COURSE
GRANTS - FEDERAL
GRANTS - STATE
INFRASTRUCTURE REPLACEMENT
OTHER
PARK FEE ZONES 5,13,16
PARK-IN-LIEU NE
PARK-IN-LIEU NW
PARK-IN-LIEU SE
PARK-IN-LIEU SW
PLANNED LOCAL DRAIN'G
PUBLIC FACILITIES FEE
RANCHO SANTA FE ROAD PROJECT
REDEVELOPMENT VILLAGE
REDEVELOPMENT SCCRDA
SEWER BENEFIT AREAS
SEWER CONNECTION
SEWER REPLACEMENT
TDA
TRAFFIC IMPACT FEE
TRANSNET/BIKE
TRANSNET/HIGHWAY
TRANSNET/LOCAL
TRANSPORTATION FUNDING
WATER - MAJOR FACILITY
WATER - RECYCLED WATER
WATER - REPLACEMENT
TOTAL CAPITAL FUNDS
2005-2006
ACTUAL
116
20,312
188,281
2,735,687
2,650,728
26,426,592
1 ,475,430
445,294
1 ,459,679
19,972,734
0
216,470
0
0
0
1,230,192
7,653,585
7,944,216
24,576
225,217
629,637
1 ,244,997
3,927,937
136,933
509,411
32,720
76,019
4,668,118
4,905
501,035
10,004,001
3,347,918
97,752,740
2006-2007
ACTUAL
0
441 ,205
1,061,255
3,069,941
2,709,462
24,610,889
(166,682)
728,123
1,786,327
10,185,739
0
689,594
462,876
0
0
467,751
1 ,422,530
2,735,145
264,594
17,631
5,831
4,739,333
3,836,803
4,751
1,463,883
181,337
16,035
3,830,558
-
2,243,730
2,857,408
2,810,850
72,476,899
2007-2008
ESTIMATED
0
37,808
3,728,854
2,266,583
4,547,016
8,075,360
333,816
0
334,010
16,518,071
0
282
0
0
558,81 1
1,441,003
13,915,176
5,333,287
841,341
73,082
2,015,035
5,016,055
2,007,733
95,248
797,951
37,509
3,155
' 2,936,120
223,464
638,027
86,461
6,581,512
78,442,770
2007-2008
CONTINUING
APPROPR.
349,302
0
1,645,972
2,214,727
49,233,262
260,011
521,291
0
2,725,350
14,549,039
0
4,209,518
0
20,550
219,100
2,711,514
28,285,160
1,723,846
426,533
245,104
0
10,413,902
10,979,447
0
3,083,769
87,176
963,166
569,419
0
1,316,847
293,176
7,472,621
144,519,802
2008-2009
NEW
APPROPR.
2,643,344
1,000,000
110,000
1,636,055
4,625,942
0
643,263
0
988,000
42,798
0
0
1,180,000
246,450
0
2,038,921
903,185
0
0
0
3,270,000
6,625,170
7,301,657
0
9,690,856
0
0
3,615,000
0
4,462,250
905,000
7,637,000
59,564,891
2008-2009
TOTAL CIP
APPROPR.
2,992,646
1,000,000
1,755,972
3,850,782
53,859,204
260,011
1,164,554
0
3,713,350
14,591,837
0
4,209,518
1,180,000
267,000
219,100
4,750,435
29,188,345
1,723,846
426,533
245,104
3,270,000
17,039,072
18,281,104
0
12,774,625
87,176
963,166
4,184,419
0
5,779,097
1,198,176
15,109,621
204,084,693
Preliminary 2008-09 Capital Improvement Program
PROJECT TITLE
CIVIC PROJECTS
ADMINISTRATIVE FACILITIES
CIVIC CENTER
CITY ADMIN TRAINING FACILITY (PRE-DESIGN) - PROP C
PUBLIC WORKS CENTER
PUBLIC WORKS CENTER
PUBLIC WORKS CENTER
POLICE 8. FIRE FACILITIES
FIRE STATION «3 RELOCATION
FIRE STATION #3 RELOCATION (GENERAL FUND)
FIRE STATION #5 STORAGE BUILDING/RESTROOMS
FIRE STATION *6 (PERMANENT)
JOINT FIRST RESPONDERS TRAINING FACILITY
JOINT FIRST RESPONDERS TRAINING FACILITY - PROP C
POLICE CAD IMPLEMENTATION
LIBRARY FACILITIES
LIBRARY EXPANSION (COLE)
LIBRARY EXPANSION (COLE)
LIBRARY EXPANSION (LEARNING CENTER)
LIBRARY EXPANSION (LEARNING CENTER)
LIBRARY EXPANSION (LEARNING CENTER)
MISCELLANEOUS CITYWIDE PROJECTS
PROPOSITION C PROJECTS
BICYCLE MASTER PLAN
CFD#1 ADMINISTRATION
COASTAL RAIL TRAIL
COASTAL RAIL TRAIL
COASTAL RAIL TRAIL (CMAQ)
PEDESTRIAN MASTER PLAN
PEDESTRIAN MASTER PLAN
PUBLIC WORKS INVENTORY AND FAC MAINT PROGRAM
STREETSCAPE IMPROVEMENTS
VILLAGE PUBLIC PARKING ENHANCEMENT PROGRAM
SUBTOTAL CIVIC PROJECTS
FACILITIES MAINTENANCE
BEACH ACCESS STAIRS REPLACEMENT
REPAIR RECOATING GUARDRAIL PAR BRIDGE AT CARLSBAD BLVD
STAGECOACH PARK PICNIC SHELTER
SUBTOTAL FACILITIES MAINTENANCE
PARK PROJECTS
CITYWIDE PARKS
BUSINESS PARK RECREATIONAL FACILITY (PARTIAL FUNDING)
CARLSBAD MUNICIPAL GOLF COURSE
CARLSBAD MUNICIPAL GOLF COURSE
LAKE CALAVERA TRAILS MASTER PLAN/CONSTRUCTION
SENIOR CTR EXPANSION - 1ST FLOOR
SENIOR CTR EXPANSION - 2ND FLOOR
VETERAN'S MEMORIAL PARK
NORTHWEST QUADRANT PARKS
PINE AVENUE PARK - PINE COMMUNITY BUILDING - PHASE II
PINE AVENUE PARK - PINE COMMUNITY BUILDING - PHASE II
NORTHEAST QUADRANT PARKS
ROBERTSON RANCH ACQUISITION
ROBERTSON RANCH PARK DEVELOPMENT (PARTIAL FUNDING)
* SOUTHWEST QUADRANT PARKS
/ \ AVIARA COMMUNITY PARK COMMUNITY BUILDING
_ \ AVIARA COMMUNITY PARK COMMUNITY BUILDING
"~~ AVIARA REIMBURSEMENT AGREEMENT
FUND
CFD#1
GCC
CFD#1
WATER REPL
SEWER REPL
PFF
GCC
ecc
PFF
GCC
GCC
GCC
CFD#1
PFF
CCC
CFDS1
OTHER
CCC
TRANSNET/BIKE
CFD#1
TRANSNET/BIKE
OTHER
FED GRNT
TDA
GCC
GCC
REDVL VILLAGE
REDVL VILLAGE
IRF
GCC
GCC
ZONES
GOLF COURSE
GOLF COURSE
GCC
REDVL VILLAGE
GCC
CFD*1
PIL-NW
PFF
PIL-NE
PIL-NE
PFF
PIL-SW
PIL-SW
TOTAL
BUDGET
26,100,000
100,000
17,080,366
7,169,600
3,861,200
7,001,000
540,000
316,600
5,830,000
10,850,000
13,650,000
2,312,228
4,580,016
9,832,400
388,660
4,491,837
1,259,503
5,034,205
1 50,000
1,084,387
221,800
184,176
4,413,784
100.000
150,000
404,992
400,000
850,000
128,356,754
517,500
130,000
100,000
747,500
3,400,000
55,266,655
750,000
598.750
1,082.044
529,162
23,239,800
1 784,400
7,892,000
4,550,000
4,000,000
7,632,200
2,698,700
238,000
PRIOR
EXP/ENC
1,217,262
314,241
5.505,367
1,748,653
1,890,290
175,356
4,418,756
1,257,224
68.960
122,500
215.664
184,176
3,892,493
100,000
26,210
402,737
21,539,889
131,212
75,831
86.387
293,430
55,171,872
584,772
51,019
857,532
456,686
340,482
18,900
BALANCE YEAR1 YEAR 2 YEARS YEAR 4 YEARS YEAR 6-10 BUILDOUT
FORWARD 2008-2009 2009-2010 2010-2011 2011-2012 2012-2013 2013-2018 2018-2023
1,491,004
1,000,000
540,000
2,359
324.633
9,101,347
13,650,000
421,938
213.304
73.081
2,279
81,040
81,887
6,136
521,291
123,790
2,255
100,000
27.736,344
386.288
54,169
13,613
454.070
94,783
165.228
547,731
224,512
72,476
4,209,518
219,100
26,100,000
100,000
14,372,100
7.169,600
3.861,200
493,200 5,404,200 103.600
4,580,016
9,832,400
5,034.205
110,000 110,000 110,000 110,000 110,000 330,000
300.000
850,000
5,144,205 903,200 31,017,100 213,600 26.210,000 1,180,000 14,412,416
3,400,000
23,239,800
1 ,784,400
7,892,000
4,000,000
7.632.200
2,698,700
Exhibit 3B
Preliminary 2008-09 Capital Improvement Program
PROJECT TITLE
POINSETTIA COMMUNITY PARK - TENNIS COURTS 8, COMMUNITY CENTER
POINSETTIA COMMUNITY PARK - TENNIS COURTS & COMMUNITY CENTER
POINSETTIA COMMUNITY PARK - PARKING
SOUTHEAST QUADRANT PARKS
ALGA NORTE PARK - PHASE 1 (30 ACRES)
ALGA NORTE PARK - PHASE II (POOL)
ALGA NORTE PARK - PHASE II (POOL)
ALGA NORTE PARK - PHASE II (POOL) PROP C FUNDS
LEO CARRILLO PARK - PHASE III
LEO CARRILLO PARK • PHASE III
LEO CARRILLO BARN
LEO CARRILLO PARK - EROSION CONTROL DONE?
LEO CARRILLO BARN RESTORATION/STABILIZATION DONE?
LEO CARRILLO BARN STABILIZATION (S197K = GRANT)
LEO CARRILLO EVENT AREA EXPANSION
SUBTOTAL PARK PROJECTS
DRAINAGE PROJECTS
AGUA HEDIONDA CHANNEL (PLDA "B")
CALLE GAVANZO DRAINAGE
CALLE GAVANZO DRAINAGE
CARLSBAD BLVD STORM DRAIN REPLACEMENT
CMP REPLACEMENT PROGRAM
COLLEGE BLVD. BRIDGE FACILITY BL (REIMB./PLDA "B't
COLLEGE BLVD/CANNON RD (BASIN BJB - REIMB /PLDA "B") (FEMA * PLD)
COLLEGE BLVD/CANNON RD (BJ AND CALAVERA CR. CHANNEL)
CYNTHIA LANE STORM DRAIN
FARADAY/MELROSE DRAINAGE FACILITIES (PLDA "B1)
HOSP GROVE PARK DRAINAGE IMPROVEMENTS
KELLY DRIVE CHANNEL REPAIR
LA COSTA AVE STORM DRAIN REPLACEMENT
MASTER PLAN UPDATE
MISCELLANEOUS MASTER DRAINAGE FACILITIES
MISCELLANEOUS ROAD SUBDRAINS
NW QUADRANT STORM DRAIN IMPROVEMENT PROGRAM
NW QUADRANT STORM DRAIN IMPROVEMENT PROGRAM
PARK DRIVE AND TAMARACK AVENUE STORM DRAIN (PLDA "B")
RIDGECREST DRAINAGE IMPROVEMENTS
ROMERIA DRAINAGE IMPROVEMENTS
ROMERIA DRAINAGE IMPROVEMENTS
TAMARACK AND ECR STORM DRAIN AND SILT BASIN (REIMB./PLDA 'B")
SUBTOTAL DRAINAGE PROJECTS
SEWER PROJECTS
ENCINA WATER POLLUTION CONTROL FACILITY
BUILDING IMPROVEMENTS
CAPITAL ACQ/REPL/REHAB AND STAFFING
PHASE IV EXPANSION - DEBT SERVICE
PHASE V EXPANSION
SEWER COLLECTION SYSTEM
AVENIDA ENCINAS GRAVITY SEWER
BEECH STREET SEWER REPLACEMENT
BUENA INTERCEPTOR SEWER IMPROVEMENTS
CALAVERA HILLS TREATMENT PLANT - DEMOLITION
CARLSBAD TRUNK SEWER REACHES VCT1A, VCT1B, VCT1C (SBA "A't
CARLSBAD TRUNK SEWER REACHES VCT1A, VCT1B, VCT1C (SBA "A')
CONDITION ASSESSMENT OF SEWER MAINS
FARADAY AVENUE - ORION TO MELROSE SEWER
HOME PLANT - PIPELINE REPLACEMENT
HOME PLANT LIFT STATION REPLACEMENT
LA COSTA MEADOWS SEWER EXTENSION
LA GOLONDRIA SEWER EXTENSION
NORTH AGUA HEDIONDA INTERCEPTOR - WEST SEGMENT
NORTH AGUA HEDIONDA TRUNK SEWER REACH NAHT1A (SBA "B")
NORTH BATIQUITOS INTERCEPTOR REHABILITATION
FUND
PIL-SW
PFF
PFF
PFF
PFF
GCC
GCC
PFF
PIL-SE
PFF
GCC
PFF
GCC
PIL-SE
PLD
GCC
GAS TAX
IRF
IRF
PLD
PLD
PLD
IRF
PLD
IRF
IRF
IRF
PLD
PLD
GAS TAX
GCC
GAS TAX
PLD
GCC
GCC
GAS TAX
PLD
SEWER REPL
SEWER REPL
SEWER CONN
SEWER CONN
SEWER REPL
SEWER REPL
SEWER REPL
SEWER REPL
SEW BENEF
SEWER REPL
SEWER REPL
SEWER REPL
SEWER REPL
SEWER REPL
SEWER REPL
SEWER REPL
SEWER REPL
SEWER REPL
SEWER REPL
TOTAL
BUDGET
558,811
14,100,200
963,400
22,107,510
6,099,695
6,000,000
16,215.795
1,057,000
866,100
1,000,000
267,000
33,000
500,000
267.000
183,697,222
1,896,522
62,500
12,531
218,000
2,583,000
1,911,800
1,073,294
2,536,449
253,750
325.000
150.000
1,158.500
492,150
494,933
11,318,800
560,000
460,250
2,862,094
631.400
117.500
274.000
338.000
1.323,800
31,054,273
4,552,878
17,425,028
7,457,651
10,603,878
276,300
1,947.000
2,840,000
689,000
120,600
427,635
626,000
110.200
534.000
1,812,000
1.146,877
1.108,543
4,177,751
1,737,000
1,199,000
PRIOR
EXP/ENC
558,811
1,067,321
57,412
1,777,168
500,000
389,265
254,383
32,977
58,697
62,177,297
1,836,213
57,749
12,290
33.135
45,331
934,108
309,856
107,324
14.651
1 58,643
7.280
494,856
10,948
186,390
20,380
94,715
4,323,869
4,394,855
1 ,227,008
935,507
6,784,201
128,443
50,425
71,466
78,700
120,110
1,080.171
154,140
BALANCE YEAR1 YEAR 2 YEAR 3 YEAR 4 YEAR 5 YEAR 6-10 BUILDOUT
FORWARD 2008-2009 2009-2010 2010-2011 2011-2012 2012-2013 2013-2018 2018-2023
21,879
2,803
20,330,342
5.599,695
6,000,000
15,826,530
12,617
23
441,303
20,550
53,789,090
60,309
4,751
241
184,865
529,669
139,186
2,226,593
146,426
285,349
281,357
484.870
77
474,052
118,860
97,120
179,285
5,213.010
158,023
551,489
3,819,677
831,557
23,500
59,775
368,534
960,820
881,285
3,097,580
1,044,860
1,035,000 11,976,000
903,185
310,500 746,500
866,100
1,000,000
246,450
1,149,635 310,500 2,612,600 - 1,035,000 15,976,000 46,647,100
802,000 427,000 502,000 277,000
1,911,800
25.000
150,000
36.000 682,500
11,318,800
75,000
155,000
406,055 397,573 415,898 694,228 948,340
631,400
338,000
1,323,800
1,987,055 1,507,073 917,898 971,228 948,340 2,543,200 12,642,600
744,152 967,252 1,441,019 1.578,061 1,205,020 6,690,054 3,020,973
937,170 933,007 931,419 932,469 931,469 1.856.610
276.300
1 .947.000
500,000 1,380,000
142,000 523,500
103,600 17,000
427,635
313,000 313,000
94,000
1,812,000
107,357
107,148
767,000 970,000
Exhibit 3B
Preliminary 2008-09 Capital Improvement Program
PROJECT TITLE
P01NSETTIA SEWAGE LIFT STATION ODOR/NOISE ABATEMENT
SEWER LIFT STATION REMOVALS - VARIOUS
SEWER LIFT STATION REPAIRS AND UPGRADES
SEWER LINE REFURBISHMENTS/REPLACEMENT AND MANHOLES
SEWER MASTER PLAN/CONNECTION FEE UPDATE
SEWER MONITORING PROGRAM
TERRAMAR LIFT STATION REPLACEMENT
VISTA/CARLSBAD INTERCEPTOR BUENA VISTA LIFT STATION FORCE MAIN (VC-4)
VISTA/CARLSBAD INTERCEPTOR AGUA HEDIONDA LIFT STATION (VC12)
VISTA/CARLSBAD INTERCEPTOR REACH VC1 1 B
VISTA/CARLSBAD INTERCEPTOR REACH VC13 TO VC15
VISTA/CARLSBAD INTERCEPTOR REHAB REACHES 1 AND 2
VISTA/CARLSBAD INTERCEPTOR REPLACEMENT REACH 3
SUBTOTAL SEWER PROJECTS
WATER DISTRIBUTION SYSTEM
AVIARA PARKWAY AT PLUM TREE
BUENA VISTA PUMP STATION IMPROVEMENTS (STUDY)
CALAVERA HILLS WATER BOOSTER STATION STANDBY GENERATOR
CANNON ROAD EAST OF EL CAMINO REAL - Reimb
CARLSBAD BOULEVARD - SOUTH OF AVENIDA ENCINAS
CATHODIC PROTECTION PROGRAM
COLLEGE BOULEVARD - CANNON TO BADGER LANE
COLLEGE BOULEVARD (ECR TO CANNON ROAD) - Reimb
CRESTVIEW DRIVE TRANSMISSION MAIN
D RESERVOIR DRAINAGE IMPROVEMENTS (STUDY)
D RESERVOIR - PHASE I
D RESERVOIR - PHASE II
DEMOLITION OF WATER FACILITIES AT PAJAMA DRIVE
DESALINATION GROUNDWATER/SEAWATER STUDY
EL CAMINO REAL - PALOMAR AIRPORT ROAD SOUTH
EL CAMINO REAL BETWEEN COLLEGE AND JACKSPAR
EL CAMINO REAL CROSSING AT KELLY DRIVE
EL CAMINO REAL TRANSMISSION MAIN FROM FARADAY TO COUGAR DRIVE
EL CAMINO REAL/CARLSBAD VILL DR PIPELINE REPL.
EL FUERTE - NORTH OF LOKER - (Reimb)
EL FUERTE AND CORINTIA STREET
ELLERY WATER PUMP PROJECT
FARADAY AVENUE - ORION TO MELROSE WATERLINE - (Reimb)
FARADAY AVENUE EXTENSION - Reimb
GROUNDWATER DEVELOPMENT - SAN LUIS REY RIVER (STUDY)
LAKE CALAVERA RESERVOIR IMPROVEMENTS
MAERKLE DAM FLOATING COVER DRAINPIPE REPLACE.
MAERKLE FACILITY IMPROVEMENTS
MAERKLE PUMP STATION IMPROVEMENTS
MAERKLE PUMP STATION IMPROVEMENTS
MAERKLE RESERVOIR BRIDGE REPLACEMENT
MAERKLE RESERVOIR STORAGE (TAP *2)
MAERKLE TRANSMISSION MAIN
MARRON ROAD - PRESSURE REGULATING STATION TO OCEANSIDE
MASTER PLAN UPDATE
MELROSE DRIVE - PALOMAR AIRPORT ROAD TO FARADAY - (Reimb)
METER REPLACEMENTS (TRANSFER TO OPERATING FUND)
MISCELLANEOUS PIPELINE REPLACEMENT PROJECTS
MISCELLANEOUS WATER RESERVOIR FENCING
MISCELLANEOUS WATER VALVE REPAIRS/REPLACEMENTS
OCEANSIDE INTERTIE UPGRADE
PAR/ECR PUMP STATION
PAR/ECR PUMP STATION
POINSETTIA LANE - EL CAMINO REAL TO SKIMMER CT (Reimb)
POINSETTIA LANE - SKIMMER CT TO CASSIA
POINSETTIA LANE - SKIMMER CT TO CASSIA
POINSETTIA LANE EAST OF BLACK RAIL ROAD 12"
POINSETTIA LANE EAST OF BLACK RAIL ROAD 12"
\ PRESSURE REDUCING STATION REPLACEMENT
\ RANCHO CARRILLO OVERSIZING/EXTENSION
FUND
SEWER REPL
SEWER REPL
SEWER REPL
SEWER REPL
SEWER REPL
SEWER CONN
SEWER REPL
SEWER CONN
SEWER CONN
SEWER CONN
SEWER CONN
SEWER REPL
SEWER CONN
WATER REPL
WATER REPL
WATER CONN
WATER CONN
WATER REPL
WATER REPL
WATER CONN
WATER CONN
WATER REPL
WATER REPL
WATER CONN
WATER REPL
WATER REPL
WATER REPL
WATER REPL
WATER CONN
WATER CONN
WATER REPL
WATER REPL
WATER CONN
WATER REPL
WATER REPL
WATER CONN
WATER CONN
WATER REPL
WATER REPL
WATER REPL
WATER REPL
WATER CONN
WATER REPL
WATER REPL
WATER CONN
WATER REPL
WATER CONN
WATER CONN
WATER CONN
WATER REPL
WATER REPL
WATER REPL
WATER REPL
WATER REPL
WATER CONN
WATER REPL
WATER CONN
WATER REPL
WATER CONN
WATER CONN
WATER REPL
WATER REPL
WATER CONN
TOTAL
BUDGET
669,500
689,000
1,360,380
5,974,600
500,000
352,000
517,000
3.350,000
17.400,000
6,430,000
14,700,000
830,975
2,688,220
114,253,016
475,700
100,000
485,200
760,800
917,200
1.246,700
1,066,000
530,000
155,800
135,000
6,410,100
2.136,600
95,500
744,400
3,225,000
971,275
725,000
774.100
269.975
250,000
161.700
205,900
887,210
776,000
55,000
6,646,908
200,000
1,870,200
771.325
771,325
328.750
14,244,500
4,875.000
767,200
500,000
1,475,000
650,000
1,876,700
197,399
250,000
114,600
997,350
990,350
125,700
489,100
383,600
230.500
230,400
1,102,000
152.700
PRIOR
EXP/ENC
669.337
83
449,414
211.718
446,668
91,027
5,649
596,791
262,279
17,757,992
-
57.498
2,340,294
970.678
725.000
1 80,602
267,112
44,819
1 1 ,739
5,962,344
196,156
135,923
44,322
24,833
3,698
-
256,409
37,177
-
881.247
955,867
1,999
BALANCE YEAR 1 YEAR 2 YEAR 3 YEAR 4
FORWARD 2008-2009 2009-2010 2010-2011 2011-2012
163
88,917
130,966
2,188,282
66,000
25,000
53.332
1,728,333
3,543,351
1 ,203.209
568,696
-
21,393,349
760,800
624,000
38,002
884,706
597
593,498
2,863
148,750
161,081
85,471
-
684,564
3,844
1 ,734,277
54,425
10,103
3,917
491,302
-
-
743,591
160,222
116,103
34,483
150,701
YEAR 5 YEAR6-10 BUILDOUT
2012-2013 2013-2018 2018-2023
600,000
80,000 100,000 100,000 100,000
330,000 330,000 330,000 330,000
100,000 300,000
330,000 1,650,000 274,600
500,000
22,000 22,000 22.000 22,000 22,000 110,000 66,000
492,000
2,850,000
1,400.000 14,180,640
616,000 2,265,000
800,000 12,100.000
596,220 2,092,000
13,926.827 33,788,199 4,914,158 5,054,530 3,005,089 11,051,299 3,361,573
475,700
100,000
54,100 431,100
917,200
475,800 146,900
1 ,066,000
530,000
32,500 123,300
135.000
6,410,100
2,136,600
744,400
101.250
161,700
790,000
776,000
55,000
716,900
716.900
300,000
14,244,500
4,380,000
767,200
500,000
1.475,000
650,000
433,000 443,700
125,000 125,000
114,600
125,700
489,100
383,600
230,500
230,400
1,102,000
\
.0
Exhibit 36
Preliminary 2008-09 Capital Improvement Program
PROJECT TITLE
SAN MARCOS BOULEVARD WEST OF SDCWA
TANGLEWOOD PRESSURE REDUCING STATION REPLACEMENT
TRI-AGENCIES WATER TRANSMISSION PIPELINE REPLACEMENT
WATER PIPELINE REPLACEMENT - CAMEO ROAD TO ECR
WATER SYSTEM INTERT1E CONNECTION
SUBTOTAL WATER DISTRIBUTION SYSTEM
RECYCLED WATER PROJECTS
CARLSBAD WATER RECYCLING FACILITY SCADA MODIFICATIONS
CHESTNUT AVENUE RECYCLED WATER LINE
ECR/TAMARACK PUMP STATION REMOVAL
1-5 RECYCLED WATER TRANSMISSION LINE
PUMP STATION REMOVAL
RECYCLED WATER LINE - BUSINESS PARK AND SEA CLIFF HOA
RECYCLED WATER LINE - INNOVATION WAYAND GATEWAY
RECYCLED WATER PH II - MAHR RESERVOIR IMPROV
•>«. YCLED WATER PH II - PUMP STATIONS
RECYCLED WATER MASTER PLAN UPDATE
SUBTOTAL RECYCLED WATER PROJECTS
CIRCULATION SYSTEM
TRAFFIC SIGNAL PROJECTS
CLARY BATTERY BACKUP SYSTEMS
TRAP SIG - ALGA ROAD AND CAZADERO
TRAP SIG - ARMADA DRIVE AND GRAND PACIFIC RESORTS
TRAP SIG - AVIARA PARKWAY-POINSETT1A LANE TO EL CAMINO REAL
TRAP SIG - AVIARA PARKWAY-POINSETT1A LANE TO EL CAMINO REAL
TRAP SIG . AVIARA PARKWAY-POINSETTIA LANE TO EL CAMINO REAL
TRAP SIG - AVIARA PKWY AND CAMINO DE LAS ONDAS- REIMS
TRAP SIG - CALLE BARCELONA AND PASEO AVELLANO
TRAP SIG • CAMINO DE LOS COCHES AND LA COSTA AVENUE
TRAP SIG - CAMINO VIDA ROBLE AND YARROW DRIVE
TRAF SIG - CANNON ROAD AND AVENIDA ENCINAS-reim.
TRAP SIG - CANNON ROAD AND COLLEGE BOULEVARD
TRAF SIG - CARLSBAD BLVD & TAMARACK SIGNAL REPAIRS
TRAF SIG - CARLSBAD BOULEVARD AND CHERRY AVENUE
TRAF SIG - EL CAMINO REAL AND CHESTNUT SIGNAL REPAIRS
TRAF SIG - EL CAMINO REAL AND TAMARACK SIGNAL REPAIRS
TRAF SIG - EL FUERTE ST AND RANCHO PANChO
TRAF SIG - FARADAY AVE AND CAMINO HILLS DRIVE
TRAF SIG - FARADAY AVENUE AND PALMER WAY
TRAF SIG - FARADAY AVENUE AND RUTHERFORD ROAD
TRAF SIG - LA COSTA AVENUE AND CALLE MADERO
TRAF SIG - LA COSTA AVENUE AND ESFERA STREET
TRAF SIG - LA COSTA AVENUE AND GIBRALTAR
TRAF SIG - LA COSTA AVENUE AND LEVANTE
TRAF SIG - LA COSTA AVENUE/NUEVA CASTli_LA WAY
TRAF SIG - MELROSE DRIVE AND LA COSTA AVENUE
TRAF SIG - MONROE STREET AND HOSP WAY
TRAF SIG - PASEO DEL NORTE /HARBOR POINT ROAD
TRAF SIG - POINSETTIA LANE AND BLACKRAIL ROAD
TRAF SIG - POINSETTIA LANE AND BRIGANTINE ROAD
TRAF SIG - RANCHO SANTA FE ROAD AND AVENIDA LA CIMA
TRAF SIG - RANCHO SANTA FE ROAD AND CALLE JUNIPERO
TRAF SIG - RANCHO SANTA FE ROAD AND OUESTHAVEN ROAD
TRAF SIG • TAMARACK AVE AND PONTIAC DRIVE
> XAF SIG - TAMARACK AVE AND VALLEY STREET
. IDEO DETECTION CONVERSION
SUBTOTAL TRAFFIC SIGNAL PROJECTS
STREET PROJECTS
ADA COMPLIANCE STUDY (GOAL)
AVENIDA ENCINAS WIDENING - SOUTH OF PALOMAR AIRPORT ROAD
BRIDGE PREVENTITIVE MAINTENANCE PLAN
BRIDGE PREVENTITIVE MAINTENANCE PLAN
CANNON ROAD REACH 4 (20% FUNDING)
FUND
WATER REPL
WATER REPL
WATER REPL
WATER REPL
WATER REPL
WATER REPL
WATER REPL
WATER REPL
WATER REPL
WATER REPL
RECL WATER
RECL WATER
RECL WATER
RECL WATER
WATER REPL
GAS TAX
GAS TAX
GAS TAX
TIP
OTHER
GAS TAX
GAS TAX
GCC
GAS TAX
GAS TAX
PFF
GAS TAX
IRF
GAS TAX
]RF
IRF
GAS TAX
GAS TAX
GAS TAX
GAS TAX
GAS TAX
GAS TAX
GAS TAX
GAS TAX
GAS TAX
GAS TAX
GAS TAX
GAS TAX
GCC
GAS TAX
GCC
GAS TAX
GAS TAX
GAS TAX
GAS TAX
GAS TAX
GAS TAX
TIF
FED GRNT
GAS TAX
TIF
TOTAL
BUDGET
3.091,241
354.750
5 605 000
120000
439 000
73.410,758
210.000
436.100
80.019
266.610
442,700
230,000
675000
2,957.000
4.918574
250 000
1 0 466.003
120.000
210,000
190.000
29,969
645.447
160,000
105,000
210000
190.000
190.000
150000
210.000
230.000
190,000
206.000
141.000
190000
190,000
190,000
210000
190,000
190.000
190000
210,000
190000
190000
210.000
210.000
236,991
190000
190.000
210.000
124 767
210.000
190 000
1 850000
8739,174
50000
5.045 000
88,530
21 470
5,400000
PRIOR
EXP/ENC
3.052,765
350,851
114,527
34,774
16,650,634
911
2,919.101
4,663,297
7,583.309
120,000
10,474
335,447
4.389
185
222,745
4,280
3.954
259 500
960974
205743
88530
9.453
BALANCE YEAR 1 YEAR 2 YEAR 3
FORWARD 2008-2009 2009-2010 2010-2011
38,476
3.899
160473
120,000
404226
8214374
133.305
441 789
37899
255,277
868270
19,495
267,202
160.000
105000
205.611
149.815
230.000
206,000
141,000
210,000
14,246
185720
124767
324,500
2.343356
19257
12.017
YEAR 4 YEARS YEAR 6- 10
2011-2012 2012-2013 2013-2018
BUILDOUT
2018-2023
330,000 5 000 000
11,639,250 6,809,800 759300 16262700 123300 12184200 767,200
210000
436,100
80019
133305
230,000
675000
250,000
1.365,000 436,100 60019 133305
210,000
190 000
42,798
190000
190.000
210 000
190000
190 000
190000
190000
190000
190000
190,000
210000
190 000
190000
210,000
210,000
190000
210,000
206,046
190 000
277 000 247 000
252,798 467000 1387,000
307.000 300000 135000
497000 700000 1751.046 380 000
50,000
2 380,000 2.440 000
?.400 000
Exhibit 3B
Preliminary 2008-09 Capital Improvement Program
PROJECT TITLE
CANNON ROAD REACH 4B
CARLSBAD BLVD BRIDGE CONCRETE BARRIER POWER PLANT
CARLSBAD BLVD BRIDGE CONCRETE BARRIER POWER PLANT
CARLSBAD BLVD BRIDGE CONCRETE BARRIER POWER PLANT
CARLSBAD BLVD BRIDGE CONCRETE BARRIER RAILROAD
CARLSBAD BLVD BRIDGE CONCRETE BARRIER RAILROAD
CARLSBAD BLVD. AT BREAKWATER ROAD - LEFT TURN LANE
CARLSBAD BLVD. AT STATE ST - INTERSECTION ENHANCEMENT DESIGN
CARLSBAD BOULEVARD ENCINAS CREEK BRIDGE REPLACEMENT
CARLSBAD BOULEVARD ENCINAS CREEK BRIDGE REPLACEMENT
CARLSBAD BOULEVARD ENCINAS CREEK BRIDGE REPLACEMENT
CARLSBAD BOULEVARD ENCINAS CREEK BRIDGE REPLACEMENT (PLDA C)
CARLSBAD BOULEVARD MEDIAN-TAMARACK AVENUE TO PINE AVENUE
CARLSBAD BOULEVARD MOUNTAIN VIEW TO NORTHERLY CITY LIMITS (20% FUNDIN
CARLSBAD BOULEVARD / PALOMAR AIRPORT ROAD (20% FUNDING)
CARLSBAD BOULEVARD / PALOMAR AIRPORT ROAD (RTCIP / 20% FUNDING)
CARLSBAD BOULEVARD RETROFIT OVER SDNR
CARLSBAD BOULEVARD WIDENING - CANNON TO MANZANO
CARLSBAD VILLAGE DRIVE AND AVENIDA DE ANITA
CARLSBAD VILLAGE DRIVE - PONTIAC TO VICTORIA
COLLEGE BLVD REACH A AND CANNON REACH 4A
COLLEGE/CANNON ASSESSMENT DISTRICT
CONCRETE REPAIR PROGRAM
CONCRETE REPAIR PROGRAM
CONCRETE REPAIR WORK
CONCRETE REPLACEMENT
EL CAMINO REAL AND CARLSBAD VILLAGE DRIVE DUAL LEFT TURNS
EL CAMINO REAL LEFT TURN LANE TO WEST TAMARACK
EL CAMINO REAL RIGHT TURN LANE TO NORTH ALGA ROAD
EL CAMINO REAL / CANNON ROAD INTERCHANGE IMPROVEMENTS
EL CAMINO REAL / CANNON ROAD INTERCHANGE IMPROVEMENTS (RTCIP)
EL CAMINO REAL MEDIANS
EL CAMINO REAL MEDIANS
EL CAMINO REAL MEDIANS - LA COSTA
EL CAMINO REAL WIDENING - ARENAL ROAD TO LA COSTA AVENEUE (RTCIP)
EL CAMINO REAL WIDENING - ARENAL ROAD TO LA COSTA AVENEUE
EL CAMINO REAL WIDENING - CASSIA RD TO CAMINO VIDA ROBLE
EL CAMINO REAL WIDENING - LISA STREET TO CRESTVIEW DR
EL CAMINO REAL WIDENING - NORTH OF COUGAR DRIVE
EL CAMINO REAL WIDENING - TAMARACK TO CHESTNUT
EL CAMINO REAL WIDENING - TAMARACK TO CHESTNUT (RTCIP)
EL FUERTE EXTENSION
FARADAY AVENUE EXTENSION
1-5 AND LA COSTA AVENUE AUXILLARY LANES
LA COSTA AVE SLOPE REPAIR WEST OF ROMERIA
MARBELLA WALL BEAUTIFICATION
MELROSE DRIVE - SOUTH OF PALOMAR AIRPORT ROAD
MELROSE DRIVE AND ALGA ROAD DUAL LEFT TURN LANES (RTCIP)
MELROSE DRIVE EXTENSION
MELROSE DRIVE EXTENSION
MELROSE DRIVE TURN LANE TO WEST PALOMAR AIRPORT ROAD
PALOMAR AIRPORT ROAD AND COLLEGE BOULEVARD
PALOMAR AIRPORT ROAD AND MELROSE DRIVE RIGHT TURN
PALOMAR AIRPORT ROAD AND MELROSE DRIVE RIGHT TURN
PALOMAR AIRPORT ROAD TURN LANE TO SOUTH EL CAMINO REAL
PALOMAR AIRPORT ROAD TURN LANE TO NORTH EL FUERTE STREET
PALOMAR AIRPORT ROAD TURN LANE TO SOUTH MELROSE DRIVE
PALOMAR AIRPORT ROAD WIDENING AT MELROSE DRIVE
PALOMAR AIRPORT ROAD WIDENING AT PASEO DEL NORTE
PARK DRIVE. MARINA TO COVE
PAVEMENT MANAGEMENT PROGRAM
PAVEMENT MANAGEMENT PROGRAM (PROP 1 B Funds)
PAVEMENT MANAGEMENT PROGRAM
PAVEMENT MANAGEMENT PROGRAM (NON-JURIS FEES)
i POINSETTIA LANE - REACH E
\ POINSETTIA LANE - REACHES A.B.C.F.G 4 AVIARA PKWY REIMS
POINSETTIA LANE EAST OF EL CAMINO REAL FINANCING PROGRAM
FUND
TRANSNET-HWY
GCC
FED GRNT
GAS TAX
GCC
FED GRNT
REDVLSCCRDA
REDVL VILLAGE
REDVL SCCRDA
FED GRNT
TRANSNET-LOC
PLD
GAS TAX
TIF
TIF
TIF
TRANSNET-LOC
TIF
GCC
TIF
OTHER
OTHER
GCC
GAS TAX
GAS TAX
IRF
TIF
TIF
TIF
TIF
TIF
PFF
GAS TAX
PFF
TIF
TIF
GAS TAX
TRANSNET-LOC
TRANSNET-LOC
TIF
TIF
OTHER
OTHER
CFD#1
GAS TAX
GCC
OTHER
TIF
OTHER
OTHER
TIF
TIF
OTHER
GAS TAX
TIF
TIF
TIF
OTHER
TIF
GAS TAX
TRANSNET-LOC
OTHER
GAS TAX
TRANSNET-LOC
BTD82
BTD»2
OTHER
TOTAL
BUDGET
1.761,000
16.303
403,697
880.000
37.434
239.566
243.150
100,000
339.135
1.964,702
254,548
1.891.582
2,112,500
2.541.200
712,400
2,815.000
1,734,000
5,360.000
105.000
4.841.000
1,713,002
10,314.481
250.000
3,500,000
750.000
1,243.350
865,000
253.000
335,000
1,231,000
974,000
909,500
1,502.900
90,500
601,000
1,704.000
4,026,000
959,000
493,000
7,656.000
422,000
4.095,146
16,248,065
2,000.000
183,500
160,000
228,938
946,000
1,525.584
3,477.792
410.000
587.000
165.980
88.500
568,000
916.000
88.500
2.826.268
1,244,000
416,300
63,743.156
3,167.193
7.994,088
12,837,802
13,090.000
1.320.729
28,932,793
PRIOR
EXP/ENC
797,834
12,000
-
12,000
243,000
94,181
297.682
38.568
297,682
-
1,476.949
2,940
407,149
9,957,983
131,197
1.108,475
144,030
.
251.742
893.296
39.723
13.549,975
-
-
37.691
2,221
1.024.473
3.426,384
-
980
9.500
2.622,919
67,600
21.033,239
7,993,938
1.928,802
698
24.216.684
BALANCE YEAR 1 YEAR 2
FORWARD 2008-2009 2009-2010
963.166
408.000
265.000
150
100.000
244,954
-
-
-
42,051
102,060
-
1,305,853
356.498
118,803
250,000
450.000
134,875
-
765.470
90,500
241.258
1,011.504
4,055.423
2.698,090
42,309
226,717
501,111
51,408
165,000
55,500
203,349
457.400
286,110
150
349.302
-
4.716.109
YEARS YEAR 4 YEARS YEAR 6-10 BUILDOUT
2010-2011 2011-2012 2012-2013 2013-2018 2018-2023
(403.697)
403.697
880.000
(239.566)
239.566
1,667,020
215,980
1,593,900
2,112,500
2,541.200
712.400
2,815,000
215,000
5.360,000
4,841.000
250,000 250,000
100,000 100,000
250,000 250,000 250.000 1,250.000 750.000
100.000
865,000
253,000
335,000
300.000 931.000
974.000
1.502,900
601.000
1.704,000
4,026,000
959.000
5,751,200
422.000
2.000.000
183,500
80.000
946.000
410,000
587,000
23.500
568,000
916,000
88,500
719.000
416.300
2,650,000 1.118,063
1.629.937
1,300,744 2.925,000 3,000,000 15,065,000 16.365,000
1,537,256
750.000 752,000 762,000 775.000 800.000 3.935,000 3,135.000
1.600,000 11,140.000
1,320.729
Exhibit 3B
Preliminary 2008-09 Capital Improvement Program
PROJECT TITLE
POINSETTIA LANE WIDENING - PASEO DEL NORTE TO BATIQUITOS (RTCIP)
RANCHO SANTA FE ROAD AND OLIVENHAIN IMPROVEMENTS
RANCHO SANTA FE ROAD NORTH - PHASE 1
RANCHO SANTA FE ROAD NORTH - PHASE II (BRIDGE)
SAN MARCOS ROAD PROJECT
SIDEWALK/STREET CONSTRUCTION - VARIOUS LOCATIONS
SIDEWALK/STREET CONSTRUCTION - VALLEY AND MAGNOLIA SIDEWALKS
TAMARACK AND ADAMS
TRAFFIC MONITORING PROGRAM
UNDERGROUND DIST. 17 - HARDING. ROOSEVELT
VILLAGE STREETSCAPE IMPROVEMENTS
SUBTOTAL STREETS PROJECTS
LOANS TO OTHER FUNDS
GAS TAX LOAN BTD#2
GAS TAX LOAN TO BTD*3 CANNON ROAD WEST
GCC LOAN TO PIL-NW FOR MADISON ST PROPERTY PURCHASES
GCC LOAN TO PIL-NW FOR PINE SCHOOL ACQUISITION
PFF LOAN TO PIL-NE FOR PARK SITE ACQUISITION
GCC LOAN TO PLDA - HEDIONDA AND CALAVERA CREEK
SEWER REPL TO SEW BENEF A FOR CARLSBAD TRUNK SEWER
SUBTOTAL FUTURE LOANS TO OTHER FUNDS
LOAN REPAYMENTS
BTD*2 REPAYMENT TO GAS TAX FUND
BTD#3 CANNON ROAD WEST TO GAS TAX FUND
GCC LOAN TO PLDA - HEDIONDA AND CALAVERA CREEK
PIL-NW TO GCC FOR MADISON ST PROPERTY PURCHASES
PIL-NW TO GCC FOR PINE SCHOOL ACQUISITION
PIL-NE TO PFF FOR PARK ACQUISITION
SBA C.D.E.F TO SEW REPL FOR S AGUA HEDIONDA INTERCEPTOR
SUBTOTAL LOAN REPAYMENTS
GRAND TOTAL ALL FUNDED PROJECTS
FUND
TIF
RSF ROAD
RSF ROAD
RSF ROAD
GCC
TIF
TIF
GAS TAX
TIF
GCC
REDVL VILLAGE
GAS TAX
GAS TAX
GCC
GCC
PFF
GCC
SEWER REPL
BTDS2
BTD#3
PLD
PIL-NW
PIL-NW
PIL-NE
SEW BENEF
TOTAL
BUDGET
2,287.000
5.985.905
26,406.243
18.641,000
2.984,147
3,295.672
630.000
48,500
1.718,900
509,800
275,000
308,793.451
2.643.344
1,000.000
320,000
860,000
4,550,000
420.021
3,270.000
13,063,365
2,643,344
1,000,000
420,021
320,000
860,000
4,550.000
3,270,000
13,063,365
885,644,881
PRIOR
EXP/ENC
-
4,799,003
26,307,828
18,202.471
2.929.760
29,945
142.358
96.122
272.979
145,205,727
2.643,344
1.000.000
320,000
860,000
4,550.000
420.021
3,270.000
13,063,365
-
289,556,486
BALANCE YEAR 1
FORWARD 2008-2009
1.186,902
98.415
438.529
54.387
1.395,672
60,055
48.500
120.386
413.678
2,021
24,507,939
-
144,519.802
YEAR 2 YEARS YEAR 4 YEAR 5 YEAR 6-10 BUILDOUT
2009-2010 2010-2011 2011-2012 2012-2013 2013-2018 2018-2023
2,287,000
100,000 300.000 300,000 300,000 180,000 720,000
540,000
112,156 96,000 96,000 96,000 96,000 480.000 480,000
15,586.756 13,556,000 7.077.300 5,946,000 16.466,000 28.879,000 52,568.729
2,643,344
1,000.000
420.021
320.000
860.000
4,550,000
3,270,000
8.513,365
59.564,891
4,550,000
57.777,872 48,765,375 29,078,363 47.487,729 73,564,745 135,329.618
UNFUNDED PROJECTS'
BUSINESS PARK RECREATIONAL FACILITY (PARTIAL FUNDING)
CANNON LAKE PARK (6.7 ACRES)2.243,000
CANNON ROAD REACH 4 (20% FUNDED)21.600.000
CARLSBAD BOULEVARD MOUNTAIN VIEW TO NORTHERLY CITY LIMITS (20% FUNDED)10.164,800
CARLSBAD BOULEVARD / PALOMAR AIRPORT ROAD (20% FUNDED)
HOSP GROVE/BUENA VISTA LAGOON REC'L IMPROVEMENTS 1.280.000
PALOMAR AIRPORT ROAD WIDENING AND BRIDGE RECONSTRUCTION
PINE AVENUE PARK - MADISION PROPERTY 1,900.000
PINE AVENUE PARK - RESTROOMraTORAGE BLDG
ROBERTSON RANCH PARK DEVELOPMENT (PARTIAL FUNDING)6.500.000
TOTAL UNFUNDED PROJECTS 75.770,300
* Once funding is identified for these projects the project costs will have to be reviewed and updated to reflect actual cost estimates. The unfunded projects do not receive annual inflationary increases.
Exhibit 3B
Exhibit 3C
[PERSONNEL ALLOCATIONS
MAJOR SERVICE AREA
IPOLICY 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
IPUBLIC SAFETY I
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
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
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
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
1
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
FULL AND 3/4 TIME LABOR FORCE*690.25 711.25 714.25 3.00
Exhibit 3C
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)
Exhibit 4
1 RESOLUTION NO. 1323
2 A RESOLUTION OF THE BOARD OF DIRECTORS OF
CARLSBAD MUNICIPAL WATER DISTRICT (CMWD),
3 ADOPTING THE WATER DISTRICT FINAL OPERATING
4 BUDGET AND CAPITAL IMPROVEMENT PROGRAM FOR
2008-09.
5
6
7 WHEREAS, the Board of Directors of the Carlsbad Municipal Water District,
8 California, has held such public hearings as are necessary prior to the adoption of the
9 2007-08 Operating and Capital Improvement Budgets.
10 NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the
11 Carlsbad Municipal Water District as follows:
12 1. That the above recitations are true and correct.
13 2. That certain documents now on file in the office of the Secretary entitled "City
14 of Carlsbad, 2008-09 Operating Budget and 2008-09 to Buildout Capital Improvement
15 Program - Preliminary," as amended in accordance with Exhibit 4-A attached hereto
16 and incorporated by reference herein, is hereby adopted as the Operating and Capital
17 Improvement Budgets for the Carlsbad Municipal Water District for the Fiscal Year
18 2008-09.
19 3. That the amounts reflected as estimated revenues for Fiscal Year 2008-09
20 are hereby adopted as the budgeted revenues for 2008-09.
21 4. That the amount designated as 2008-09 Budget in Exhibit 4-B is hereby
22 appropriated to the fund for which it is designated and such appropriation shall not be
23 increased except as provided herein.
24 5. That total appropriations may only be increased or decreased by the Board
25 of Directors by passage of a resolution amending the budget except as provided herein.
26 6. That the following controls are hereby placed on the use and transfers of
27 budget funds:
28
Exhibit 4
1 A. No expenditure of funds shall be authorized unless sufficient funds have
2 been appropriated by the Water Board or Executive Manager as described below.
3 i. The Executive Manager may authorize all transfers of funds from
4 account to account within the same fund in an amount up to $100,000 per transfer.
5 ii. The Executive Manager may delegate the authority to make budget
6 transfers.
7 iii. The Executive Manager may authorize budget adjustments
8 involving offsetting revenues and expenditures; the Executive Manager may authorize
9 increases in an appropriation for a specific purpose where the appropriation is offset by
10 unbudgeted revenue which is designated for said specific purpose.
11 iv. The Executive Manager may authorize increases in purchased
12 water appropriations in an amount equal to the same percent that water sales exceed
13 the amount of the original revenue estimate.
14 B. The Board of Directors must authorize any increase in the number of
15 authorized permanent personnel positions above the level identified in the final Budget.
16 The Executive Manager may authorize the hiring of temporary or part time staff as
17 necessary, within the limits imposed by the controls listed above.
18 7. That all appropriations and outstanding encumbrances as of June 30, 2008
19 are hereby continued into 2008-09 for such contracts and obligations.
20 8. All appropriations for Capital Improvement Projects remaining unexpended
21 at June 30, 2008, are hereby appropriated for such capital projects for the 2008-09
22 fiscal year.
23
24
25 '"
26
27
28
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
PASSED, APPROVED AND ADOPTED at a Joint Special Meeting of the
Carlsbad Municipal Water District Board of Directors, Carlsbad City Council and
Carlsbad Housing and Redevelopment Commission held on the 24th day of June, 2008,
by the following vote to wit:
AYES: Board Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
LGfRRAINI
(SEAL)
'//
CARLSBAD MUNICIPAL WATER DISTRICT - CAPITAL IMPROVEMENT PROGRAM 2008-09 TO BUILDOUT Exhibit 4-A
PROJECT TITLE
WATER DISTRIBUTION SYSTEM
AVIARA PARKWAY AT PLUM TREE
BUENA VISTA PUMP STATION IMPROVEMENTS (STUDY)
CALAVERA HILLS WATER BOOSTER STATION STANDBY GENERATOR
CANNON ROAD EAST OF EL CAMINO REAL - Reimb
CARLSBAD BOULEVARD - SOUTH OF AVENIDA ENCINAS
CATHODIC PROTECTION PROGRAM
COLLEGE BOULEVARD - CANNON TO BADGER LANE
COLLEGE BOULEVARD (ECR TO CANNON ROAD) - Reimb
CRESTVIEW DRIVE TRANSMISSION MAIN
D RESERVOIR DRAINAGE IMPROVEMENTS (STUDY)
D RESERVOIR- PHASE 1
D RESERVOIR -PHASE II
DEMOLITION OF WATER FACILITIES AT PAJAMA DRIVE
DESALINATION GROUNDWATER/SEAWATER STUDY
EL CAMINO REAL - PALOMAR AIRPORT ROAD SOUTH
EL CAMINO REAL BETWEEN COLLEGE AND JACKSPAR
EL CAMINO REAL CROSSING AT KELLY DRIVE
EL CAMINO REAL TRANSMISSION MAIN FROM FARADAY TO COUGAR DRIVE
EL CAMINO REAL/CARLSBAD VILL DR PIPELINE REPL.
EL FUERTE - NORTH OF LOKER - (Reimb)
EL FUERTE AND CORINTIA STREET
ELLERY WATER PUMP PROJECT
FARADAY AVENUE - ORION TO MELROSE WATERLINE - (Reimb)
FARADAY AVENUE EXTENSION - Reimb
GROUNDWATER DEVELOPMENT - SAN LUIS REY RIVER (STUDY)
LAKE CALAVERA RESERVOIR IMPROVEMENTS
MAERKLE DAM FLOATING COVER DRAINPIPE REPLACE.
MAERKLE FACILITY IMPROVEMENTS
MAERKLE PUMP STATION IMPROVEMENTS
MAERKLE PUMP STATION IMPROVEMENTS
MAERKLE RESERVOIR BRIDGE REPLACEMENT
MAERKLE RESERVOIR STORAGE (TAP #2)
MAERKLE TRANSMISSION MAIN
MARRON ROAD - PRESSURE REGULATING STATION TO OCEANSIDE
MASTER PLAN UPDATE
MELROSE DRIVE - PALOMAR AIRPORT ROAD TO FARADAY - (Reimb)
METER REPLACEMENTS (TRANSFER TO OPERATING FUND)
MISCELLANEOUS PIPELINE REPLACEMENT PROJECTS
MISCELLANEOUS WATER RESERVOIR FENCING
MISCELLANEOUS WATER VALVE REPAIRS/REPLACEMENTS
OCEANSIDE INTERTIE UPGRADE
PAR/ECR PUMP STATION
PAR/ECR PUMP STATION
POINSETTIA LANE - EL CAMINO REAL TO SKIMMER CT (Reimb)
POINSETTIA LANE - SKIMMER CT TO CASSIA
POINSETTIA LANE - SKIMMER CT TO CASSIA
POINSETTIA LANE EAST OF SLACK RAIL ROAD 12"
POINSETTIA LANE EAST OF BLACK RAIL ROAD 12"
PRESSURE REDUCING STATION REPLACEMENT
PUBLIC WORKS CENTER
RANCHO CARRILLO OVERSIZING/EXTENSION
SAN MARCOS BOULEVARD WEST OF SDCWA
TANGLEWOOD PRESSURE REDUCING STATION REPLACEMENT
TRI-AGENCIES WATER TRANSMISSION PIPELINE REPLACEMENT
WATER PIPELINE REPLACEMENT - CAMEO ROAD TO ECR
WATER SYSTEM INTERTIE CONNECTION
SUBTOTAL WATER DISTRIBUTION SYSTEM
RECYCLED WATER PROJECTS
-.^ CARLSBAD WATER RECYCLING FACILITY SCADA MODIFICATIONS
CHESTNUT AVENUE RECYCLED WATER LINE
ECR/TAMARACK PUMP STATION REMOVAL
• I-5 RECYCLED WATER TRANSMISSION LINE
PUMP STATION REMOVAL
FUND
WATER REPL
WATER REPL
WATER CONN
WATER CONN
WATER REPL
WATER REPL
WATER CONN
WATER CONN
WATER REPL
WATER REPL
WATER CONN
WATER REPL
WATER REPL
WATER REPL
WATER REPL
WATER CONN
WATER CONN
WATER REPL
WATER REPL
WATER CONN
WATER REPL
WATER REPL
WATER CONN
WATER CONN
WATER REPL
WATER REPL
WATER REPL
WATER REPL
WATER CONN
WATER REPL
WATER REPL
WATER CONN
WATER REPL
WATER CONN
WATER CONN
WATER CONN
WATER REPL
WATER REPL
WATER REPL
WATER REPL
WATER REPL
WATER CONN
WATER REPL
WATER CONN
WATER REPL
WATER CONN
WATER CONN
WATER REPL
WATER REPL
WATER REPL
WATER CONN
WATER REPL
WATER REPL
WATER REPL
WATER REPL
WATER REPL
WATER REPL
WATER REPL
WATER REPL
WATER REPL
WATER REPL
TOTAL
BUDGET
475,700
100,000
485,200
760.800
917,200
1,246,700
1,066,000
530,000
155,800
135.000
6,410,100
2,136.600
95,500
744.400
3,225,000
971,275
725.000
774,100
269,975
250,000
161,700
205,900
887,210
776,000
55,000
6.646.908
200.000
1,870,200
771,325
771,325
328,750
14,244.500
4,875,000
767,200
500,000
1,475,000
650,000
1.876,700
197,399
250,000
114,600
997.350
990,350
125.700
489.100
383,600
230,500
230,400
1.102.000
7,169,600
152,700
3,091,241
354,750
5.605,000
120,000
439,000
80.580,358
210,000
436,100
80.019
266,610
442,700
PRIOR
EXP/ENC
57,498
2,340,294
970,678
725.000
180,602
267,112
44,819
11,739
5.962.344
196,156
135,923
44,322
24,833
3.698
256,409
37,177
881,247
955,867
-
1,999
3,052,765
350,851
114,527
34,774
16.650,634
911
BALANCE YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEARS YEAR 6-10 BUILDOUT
FORWARD 2008-2009 2009-2010 2010-2011 2011-2012 2012-2013 2013-2018 2018-2023
-
760,800
624,000
-
.
-
38,002
-
884,706
597
593.498
2,863
148,750
161,081
85,471
684,564
3,844
1,734.277
54.425
10,103
3,917
491,302
-
743,591
160,222
116,103
34,483
-
-
-
150,701
38,476
3,899
160,473
120,000
404.226
8,214.374
133,305
441,789
475,700
100,000
54,100 431,100
917,200
475.800 146.900
1.066.000
530,000
32,500 123.300
135.000
6,410,100
2,136,600
744,400
101,250
161,700
790,000
776,000
55.000
716,900
716,900
300,000
14,244,500
4,380,000
767,200
500.000
1,475,000
650.000
433.000 443,700
125,000 125,000
114,600
125,700
489,100
383,600
230,500
230,400
1,102,000
7,169,600
330,000 5,000,000
11,639,250 6,809,800 7,928,900 16,262,700 123.300 12.184,200 767,200
210,000
436,100
80.019
133.305
CARLSBAD MUNICIPAL WATER DISTRICT - CAPITAL IMPROVEMENT PROGRAM 2008-09 TO BUILDOUT Exhibit 4-A
PROJECT TITLE
RECYCLED WATER LINE - BUSINESS PARK AND SEA CLIFF HOA
RECYCLED WATER LINE - INNOVATION WAYAND GATEWAY
RECYCLED WATER PH II - MAHR RESERVOIR IMPROV.
RECYCLED WATER PH II - PUMP STATIONS
RECYCLED WATER MASTER PLAN UPDATE
SUBTOTAL RECYCLED WATER PROJECTS
FUND
RECL WATER
RECL WATER
RECL WATER
RECL WATER
WATER REPL
TOTAL
BUDGET
230,000
675,000
2,957,000
4,918,574
250,000
10.466,003
PRIOR
EXP/ENC
2,919,101
4,663,297
7,583,309
BALANCE YEAR 1
FORWARD 2008-2009
37,899
255,277
868,270
TOTAL ALL WATER PROJECTS 91,046,361 24,233,943 9,082,644
YEAR 2 YEAR 3 YEAR 4
2009-2010 2010-2011 2011-2012
YEARS YEAR 6-10 BUILDOUT
2012-2013 2013-2018 2018-2023
230.000
675,000
250,000
1.365,000 436,100 80,019 133,305
13,004,250 7,245,900 8,008,919 16,396,005 123,300 12,184,200 767,200
Exhibit 4B
PROGRAM:
FUND:
PROGRAM GROUP:
WATER OPERATIONS
WATER ENTERPRISE
MAINTENANCE & OPERATIONS ACCTNO. 5016310/5026310
PERSONNEL
MAINTENANCE & OPERATIONS
CAPITAL/DEBT/TRANSFERS
GRAND TOTAL
FULL TIME POSITIONS
HOURLY/FTE POSITIONS
2005-06
ACTUAL
$2,947,823
22,483,502
48,597
$25,479,922
35.75
0.00
2006-07
ACTUAL
$5,860,507
36,261,846
2,983
$42,125,336
34.75
0.00
2007-08
BUDGET
$3,418,275
26,686,428
915,200
$31,019,903
35.50
0.00
2008-09
BUDGET
$3,398,739
30,318,960
946,875
$34,664,574
35.15
0.00
PROGRAM GROUP DESCRIPTION:
The Carlsbad Municipal Water District, a subsidiary district of the City of Carlsbad, provides potable water service to
approximately 85 percent of the City (86,140 customers). The District purchases 100% of its potable water as
treated water from the OSan Diego County Water Authority. In FY 2005-06, the District's Phase II Recycled Water
Plant began production. In addition, the District continues to buy recycled water from the Leucadia Wastewater
Authority and Vallecitos Water District.
PROGRAM ACTIVITIES:
Water Operations
• Provide operation and maintenance of the potable and recycled water reservoirs, pumping, regulating, and
disinfection activities; collect water quality samples to ensure compliance with State and Federal regulations.
Water Construction/Maintenance
• Schedule and perform water system maintenance to ensure a safe and efficient water distribution system.
Meter Services
• Collect water customer usage data for utility billing to ensure financial viability of the District through timely and
accurate revenue collections; provide customer service for water utility customers; and install, replace and
maintain water meters.
Cross-Connection Control
• Implement and enforce cross-connection control of potable and recycled water systems to ensure a safe supply
of potable water, and compliance with State and Federal regulations.
PERFORMANCE/WORKLOAD MEASURES:
Water Cost
Annual water loss not to exceed six percent as set by the California Department of Water Resources.
Distribution system losses commonly range between 6% and 15%. The American Water Works Association
recommends that the loss after treatment be maintained at 10% or less. Also, the annual cost of service will not
exceed $811 per acre-foot of water produced. This benchmark was established based on results of a survey
conducted by the American Water Works Association (AWWA) in February 2006.
Fiscal
Year
2002-03
2003-04
2004-05
2005-06
2006-07
Water
Loss
5.2%
6.1%
5.0%
6.0%
2.0%
Cost per
Acre-Foot
$755
$784
$828
$901
$936
H-32
Exhibit 4B
PROGRAM:
FUND:
PROGRAM GROUP:
WATER OPERATIONS
WATER ENTERPRISE
MAINTENANCE & OPERATIONS
PAGE TWO
ACCTNO. 5016310/5026310
PERFORMANCE/WORKLOAD MEASURES (continued)
Potable Water Quality
• Ninety-eight percent (98%) of bacteria samples free of coliform bacteria as adopted by the City's Performance
Measurement Team. The State requirement is that less than 5 percent of all samples collected during any
month are total coliform-positive.
Fiscal
Year
2002-03
2003-04
2004-05
2005-06
2006-07
No. Samples
Collected
1,719
1,752
1,724
1,719
1,716
Percent
Bacteria-Free
99.9%
99.9%
99.8%
99.9%
100%
Water Service Delivery
• Complete 90% of planned maintenance of water distribution valves and fire hydrants each year based on a
standard of maintenance. Measures the level of care with which the integrity of the water distribution system is
being maintained.
Fiscal
Year
2002-03
2003-04
2004-05
2005-06
2006-07
% of Planned
Valve
Maintenance
8%
24%
28%
56%
74%
Maintenance
Fire Hydrant
Maintenance
10%
35%
35%
67%
73%
Complete 90% of planned testing and inspections of recycled water use sites. Measures the level at which
operations staff is performing required inspections and testing of recycled water use sites.
Activity
% of Planned Testing/Inspections
FY2003 FY2004 FY 2005 FY2006 FY2007
Planned Testing Benchmark ,
Cross Connection Test 90% 100% 71%
4-Yr. Cross Connection Test 90% 100% 200%
Planned Inspections Benchmark
Walk-Through Inspections 90%
86%
125%
100%
200%
100%
235%
96% 81% 91% 90% 75%
SIGNIFICANT CHANGES:
A total of 0.35 positions have been reallocated to other programs to better reflect each program's workload.
H-33
Exhibit 4B
PROGRAM:
FUND:
PROGRAM GROUP:
FINANCE
GENERAL/ENTERPRISE
FINANCE ACCTNO. 0011310
PERSONNEL
MAINTENANCE & OPERATIONS
CAPITAL OUTLAY
GRAND TOTAL
FULL TIME POSITIONS
HOURLY/FTE POSITIONS
GENERAL FUND
WATER ENTERPRISE
STORM WATER
SOLID WASTE
SEWER ENTERPRISE
TOTAL FUNDING
2005-06
ACTUAL
$2,231,484
760,099
0
$2,991,584
28.00
2.50
$2,526,184
325,800
0
0
139,600
$2,991,584
2006-07
ACTUAL
$2,547,488
951,700
70,705
$3,569,893
28.00
1.00
$3,037,750
376,401
0
0
155,742
$3,569,893
2007-08
BUDGET
$2,714,664
941,793
3,000
$3,659,457
28.00
1.00
$3,049,051
396,764
15,260
15,260
183,122
$3,659,457
2008-09
BUDGET
$2,794,712
979,726
0
$3,774,438
28.00
1.00
$3,134,377
416,039
16,002
16,002
192,018
$3,774,438
MISSION STATEMENT:
Our mission is to ensure that the City of Carlsbad makes sound financial decisions. We take pride in accomplishing
this mission by maintaining individual and departmental credibility; working together as a team while respecting each
other's differences; and consistently striving to go above and beyond expectations.
PROGRAM ACTIVITIES:
Long-Range Financial Planning and Budget Management
• Prepare ten-year operating forecasts incorporating various "what-if" scenarios to facilitate decision-making for
the City Council and City departments.
• Prepare and monitor annual capital and operating budgets to allocate resources in a cost-effective manner in
alignment with the City Council's goals.
• Perform bi-annual review of all City fees and annual cost allocation plan.
General Accounting and Reporting
• Accurately bill, collect, record, and report all City revenues including follow-up of delinquent accounts.
• Prepare checks for City employees and for service and commodity suppliers.
• Prepare and maintain finance records and documents in conformity with generally accepted accounting
principles and applicable legal and contractual provisions.
• Prepare Comprehensive Annual Financial Report in conformity with generally accepted accounting principles.
• Provide the City Council and City management with timely monthly financial reports.
• Perform in-house internal control reviews as needed.
Assessment District/Community Facilities District (CFD) Administration
• Assist in evaluation and formation of new districts.
• Issue bonds for capital projects when required. Pay debt service and provide continuing disclosure information.
• Provide administration of CFDs and assessment districts as required by formation documents and State law.
Purchasing
• Issue and manage formal bid and quotation processes.
• Track and renew annual commodity and service contracts and joint agency contracts.
• Assist City departments in the creation and administration of contracts.
D-3
Exhibit 4B
PROGRAM:
FUND:
PROGRAM GROUP:
FINANCE
GENERAL/ENTERPRISE
FINANCE
PAGE TWO
ACCTNO. 0011310
PROGRAM ACTIVITIES (continued):
Receiving. Messenger, and Mail Services
• Act as shipping and receiving for the Faraday Administration Center.
• Direct disposal of surplus and lost/unclaimed property.
• Collect outgoing City mail and apply postage.
• Sort and distribute all incoming City mail.
WORKLOAD AND PERFORMANCE INDICATORS:
• Average number of days to issue Monthly
Financial Status Report
• Awards received for CAFR
• Awards received for Annual Budget
• Number of business licenses processed
• Number of account payable checks processed
• Number of payroll checks issued
• Number of electronic payroll checks issued
• Outstanding debt issues administered
• Number of purchase orders issued
• Dollar amount of purchase orders issued
• Pieces of mail processed
FY2005
12.8
GFOA
GFOA
Distinguished
Budget
Presentation
8,576
15,399
7,831
18,124
$100 million
1,842
$89 million
172,408
FY2006
10.3
GFOA
CSMFO
Excellence in
Operational
Budget & Public
Communications
and Most
Distinguished
Budget Cover
8,955
15,315
6,473
18,495
$117 million
1,411
$126 million
174,282
FY2007
11.6
GFOA
CSMFO
Excellence in
Operational
Budget & Public
Communications
8,926
14,538
6,379
20,420
$131 million
1,501
$105 million
164,919
KEY GOALS FOR 2008-09:
Financial Health
• Continue to monitor the economy and the impact to the 10 Year Financial Forecast to ensure the General Fund
remains in balance.
• Implement Council Policy 74 - General Fund Reserve Guidelines approved by the City Council April 2008.
• Partner with Economic Development Program in developing an economic strategic plan to document the current
economic conditions within the City of Carlsbad and develop action plans and opportunities for improved
economic sustainability in the future.
• Continue to audit internal operations of the City as well as external vendors as appropriate.
SIGNIFICANT CHANGES:
• None.
D-4
Exhibit 4B
PROGRAM:
FUND:
PROGRAM GROUP:
ENGINEERING
GENERAL/WATER & SEWER ENTERPRISE
ENGINEERING SERVICES ACCTNO. ooi57ix/5XX63io
PERSONNEL
MAINTENANCE & OPERATIONS
CAPITAL OUTLAY
GRAND TOTAL
FULL TIME POSITIONS
HOURLY/FTE POSITIONS
GENERAL FUND
WATER ENTERPRISE
SANITATION ENTERPRISE
TOTAL FUNDING
2005-06
ACTUAL
$5,433,968
1,705,035
3,875
$7,142,878
51.20
1.00
6,077,519
639,215
426,144
7,142,878
2006-07
ACTUAL
$5,599,801
1,850,562
21,103
$7,471,466
54.60
0.50
6,312,869
695,162
463,435
7,471,466
2007-08
BUDGET
$6,905,571
3,116,567
50,713
$10,072,851
56.90
1.50
8,827,909
746,965
497,977
10,072,851
2008-09
BUDGET
$7,042,843
2,445,898
0
$9,488,741
55.90
2.00
8,650,627
502,868
335,246
9,488,741
WORK PROGRAM:
The Engineering Department supports the City Council's goals by providing high-quality service in transportation
engineering, water supply, sewer collection, parks, general engineering municipal projects, project management,
front counter operations, and construction inspection. The Engineering Department provides services to the public
and other City departments through preparation and processing of planning, design, and construction of capital
projects and performing traffic and transportation studies, water and sewer modeling and preparation of master
plans. The department is also responsible for ensuring that private development and public improvements are
properly designed, constructed, and inspected while maintaining public safety and the well being of the community.
PROGRAM ACTIVITIES:
Administration
• Coordinate with all divisions to ensure accomplishment of City Council Goals and Objectives, provide
administrative and clerical support to all divisions and the Beach Preservation Committee, ensure that the
management reporting system is accurately maintained and generates all reports on schedule, and provide
accurate records filed in a standardized and efficient manner.
Development Services
• Provide comprehensive engineering input for all land use development applications, process engineering
development plans and maps in a professional manner, maintain high-quality and meet production goals;
ensure engineering questions related to land development are answered in a timely manner.
Planning and Programs
• Coordinate the preparation of the annual update to the City's Buildout Capital Improvement Program, update
existing facility impact fee programs, and assist developers with the formation of finance districts to fund major
public improvements. Administer and coordinate engineering activities for beach erosion, lagoon dredging,
growth management monitoring, special districts program, and facility mapping.
H-5
Exhibit 4B
PROGRAM: ENGINEERING PAGE TWO
FUND: GENERAL/WATER & SEWER ENTERPRISE
PROGRAM GROUP: ENGINEERING SERVICES ACCTNO. ools/ix/sxxesio
PROGRAM ACTIVITIES (continued):
Design
• Design citywide capital improvement projects including domestic and recycled water systems, sewer systems,
civic and municipal building and park improvements, street improvements, perform markouts, prepare master
plans, conduct special studies and investigations, and assist with water resource development. For each project
a variety of services are provided including planning, preparation of final plans and specifications, water quality
investigations, technical engineering assistance, mapping, facility location and administration, and project
management.
Transportation
• Review, investigate, analyze, and resolve a wide variety of traffic and transportation issues, concerns,
complaints, and inquiries. Maintain records of collision reports, speed surveys, and traffic counts. Assist in
maintaining optimum traffic signal operations and efficient traffic flow. Provide resource assistance to other City
Departments on a wide variety of traffic issues.
Construction Management and Inspection
• Perform construction management and inspection for capital improvement projects and private developments.
Ensure construction of high-quality public improvements. Minimize inconvenience to the public while ensuring
safe work sites.
KEY ACHIEVEMENTS FOR 2007- 08:
Design Completed
2008 Slurry Seal Overlay and Pavement Overlay
Cynthia Lane Storm Drain
2008 Concrete Replacement
Beech Street Sewer Replacement
La Golandrina Sewer Extension
La Costa Meadows Sewer Extension
Vista/Carlsbad Interceptor Sewer Manhole Replacement
North Agua Hedionda Interceptor Sewer - West Segment
Carlsbad Village Drive and Avenida De Anita Intersection Improvements
El Camino Real Transmission Main from Faraday to Cougar
Romeria Channel Improvements
El Camino Real Widening at Cougar Drive
Hosp Grove Park Storm Channel Improvements
Rancho Carrillo Water Pipeline Extension
Calle Gavanzo French Drains
2008 Corregated Metal Pipe Replacements
2008 N.W. Quadrant Sewer Rehabilitation
El Camino Real Widening at Cougar Drive
Upper and Lower Faraday Lift Station Removal
Construction Completed
2007 Concrete Replacement
2007 Pavement Overlay
2007 Slurry Seal
Poinsettia Lift Station Improvements
Mira Monte Drive Access Control Gate
2008 N.W. Quadrant Storm Drain Replacement
Pajama Drive Water Facility Removal
Ridgecrest Drainage Improvements
N.E. Quadrant Manhole Rehabilitation
Aviara Park Water Service Relocation
Carlsbad Municipal Golf Course
H-6
Exhibit 4B
PROGRAM: ENGINEERING PAGE THREE
FUND: GENERAL/WATER & SEWER ENTERPRISE
PROGRAM GROUP: ENGINEERING SERVICES ACCTNO. ooi57ix/sxx63io
KEY ACHIEVEMENTS FOR 2007-08 (continued):
• Miscellaneous Water Reservoir Fencing
• Faraday Avenue From Orion to Melrose
• El Fuerte from Palomar Airport Road to Faraday
• City Library Learning Center
• Carlsbad Bridge Retrofit
• Maerkle Dam Cover Rainwater System Replacement
• Olivenhain/Rancho Santa Fe Road Improvements
• Senior Center Remodel
• El Camino Water Line Projects
• Point "D" Piping Removal @ PAR & ECR
• Encina Basin Water Reclamation Program
• Highland Drive Storm Drain
• Mahr Reservoir
• Onsite Wetland Mitigation Restoration
• Pine Avenue Park
• RSF Rd Road Fill Failure at Agua Dulce Court
• Cannon Road and College Boulevard Street Widening Improvements
• Tamarack Sinkhole Repair
• Cameo Sinkhole Repair
• Traffic Signals Constructed at 40 Intersections throughout the City
Other Projects
• Completed Draft Pedestrian Master Plan
• Updated Traffic Impact Fee Program
• Implemented the New Regional Transportation Congestion Improvement Program Fee
• Acquired City Council Certification of the Drainage Master Plan for Agua Hedionda Channel Dredge EIR
• Secured Memorandum of Understanding with SANDAG for the Beach Sand Project
• Completed Bicycle Master Plan
• Amended Cannon College Assessment District to Include an 84 Inch Storm Drain
• Updated Existing and Established New Storm Water Inspection Fees
• Updated Stormwater Protection Construction Standards
• Completed Code Revisions to Accommodate New Storm Water Requirements
• Developed Bridge Preventative Maintenance Program
• Completed Review and Issued Permits for Grading on the N.E Quadrant Park Site
• Completed Review for Robertson Ranch and Issued Permits to Begin Construction
• Completed the 84 Inch Cannon Road Storm Drain
• Completed Review and Issued Permits for Bressi Ranch Village Center
KEY GOALS FOR 2008-09:
Transportation/Circulation
• Continue to work toward the environmental processing, design, and/or construction of major road projects
including: College Boulevard widening
• Update traffic signal coordination timing on El Camino Real and on Palomar Airport Road.
Design
• Complete Operation and Maintenance Manual for Mahr Reservoir
• Obtain Agreement with Vallecitos Water District to serve recycled water in their service area.
• Obtain Construction Bids for Alga Norte Community Park.
• Complete Design of First Responders Training Facility.
• Complete Preliminary Design of the Public Works Operations Center.
• Obtain Bids for Buena Vista Lagoon Sewer Force main.
• Complete Preliminary Design for Tri-Agency Pipeline.
H-7
Exhibit 4B
PROGRAM: ENGINEERING PAGE FOUR
FUND: GENERAL/WATER & SEWER ENTERPRISE
PROGRAM GROUP: ENGINEERING SERVICES ACCTNO. 001571X/5XX6310
KEY GOALS FOR 2008-09 (continued):
Planning and Programs
Complete Pedestrian Master Plan
Prepare a Bid for Agua Hedionda Channel Dredge Project
Support Effort to Secure Financing for College Boulevard, Reach A
Support Efforts to Secure Financing for Poinsettia Lane, Reach E
Create an Enterprise Geo-Database
Environmental Management
• Update Storm Drain Master Plans per the growth management data and National Pollutant Discharge
Elimination System (NPDES) requirements and determine if the current planned facilities and Planned Local
Drainage Area fees are adequate for the existing rate of growth and future buildout.
Construction Management & Inspection
• Update Construction Management & Inspection Division Inspection Manual.
• Workload and business processes of the Construction Management & Inspection Division are reviewed and
updated as necessary to ensure efficiency, reliability and accountability in the close out process for
development projects including development improvement agreements, subdivision improvement agreements
and grading agreements and their associated securities, including bonds, letters of credit, and cash deposits.
SIGNIFICANT CHANGES:
• A Traffic Signal Systems Engineer was hired in January 2008 to develop a comprehensive transportation
network optimization of traffic signals to ensure cost-effective and efficient vehicle flow on arterial roadways.
• A total of 1.0 position has been reallocated to the Engineering Storm Water Program to assist with the
inspection requirements of the new Storm Water Program.
• A total of 0.50 hourly positions have been added to meet the increased workload requirements of the program.
H-8
Exhibit 5
1 RESOLUTION NO. 454
2 A RESOLUTION OF THE HOUSING AND
REDEVELOPMENT COMMISSION OF THE CITY OF
3 CARLSBAD, CALIFORNIA, APPROVING THE
4 OPERATING BUDGET OF THE REDEVELOPMENT
AGENCY AND HOUSING AUTHORITY FOR FISCAL
5 YEAR 2008-09.
6
WHEREAS, the Housing and Redevelopment Commission of the City of
7
Carlsbad, California (the Commission), has reviewed the operating budget for the8
0 Redevelopment Agency for Fiscal Year 2008-09; and
10 WHEREAS, the Commission has reviewed the operating budget for the Housing
11 Authority Section 8 Programs, for Fiscal Year 2008-09; and
12 WHEREAS, public hearings have been held as necessary prior to the adoption of
13 the final operating budgets.
14 NOW, THEREFORE, BE IT RESOLVED by the Housing and Redevelopment
15
Commission of the City of Carlsbad, California as follows:
16
1. That the above recitations are true and correct.
17
2. That certain documents now on file in the office of the City Clerk entitled18
"City of Carlsbad, 2008-09 Operating Budget and 2008-09 to Buildout Capital
20 Improvement Program - Preliminary," as amended in accordance with Exhibit 5-A
21 attached hereto and incorporated by reference herein, is hereby adopted as the
22 Operating Budgets for the Carlsbad Redevelopment Agency and Housing Authority
23 Section 8 Programs for the Fiscal Year 2008-09.
3. That the amounts reflected as estimated revenues for Fiscal Year 2008-09
25 are hereby adopted as the budgeted revenues for 2008-09.
26
27
28
Exhibit 5
1 4. That the amount designated as 2008-09 Budget in Exhibit 5-A is hereby
2 appropriated to the fund for which it is designated, and such appropriation shall not be
increased except as provided herein.
4 5. That the following controls are hereby placed on the use and transfers of
5
budget funds:
6
A. No expenditure of funds shall be authorized unless sufficient funds
7
have been appropriated by the Commission or Executive Director as described below.
8
9 i. The Executive Director may authorize all transfers of funds
JO from account to account within the same fund in an amount up to $100,000 per transfer.
11 ii. The Executive Director may delegate the authority to make
12 budget transfers and adjustments.
13 iii. The Executive Director may authorize budget adjustments
14 involving offsetting revenues and expenditures; the Executive Director is authorized to
increase an appropriation for a specific purpose where said appropriation is offset by
16
unbudgeted revenue which is designated for said specific purpose.
17
B. The Commission must authorize any increase in the number of
18
authorized permanent personnel positions above the level identified in the final Budget.
20 The Executive Director may authorize the hiring of temporary or part time staff as
21 necessary, within the limits imposed by the controls listed above.
22 6. That all appropriations and outstanding encumbrances as of June 30,
23 2008, are hereby continued into 2008-09 for such contracts and obligations.
24 ///
25 ///
26
///
27
28 K , '
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
PASSED, APPROVED AND ADOPTED at a Joint Special Meeting of the
Carlsbad Housing and Redevelopment Commission, Carlsbad City Council and
Carlsbad Municipal Water District Board of Directors held on the 24th day of June,
2008, by the following vote to wit:
AYES: Commission Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None
<?".•
LISA HILDABRAND, Secretary
.•" •?
CARLSBAD REDEVELOPMENT AGENCY - CAPITAL IMPROVEMENT PROGRAM 2008-09 TO BUILDOUT
PROJECT TITLE
CARLSBAD BLVD AT BREAKWATER ROAD - LEFT TURN LANE
CARLSBAD BLVD. AT STATE ST - INTERSECTION ENHANCEMENT DESIGN
CARLSBAD BOULEVARD ENCINAS CREEK BRIDGE REPLACEMENT
SENIOR CTR EXPANSION - 1ST FLOOR
STREETSCAPE IMPROVEMENTS
VILLAGE PUBLIC PARKING ENHANCEMENT PROGRAM
VILLAGE STREETSCAPE IMPROVEMENTS
FUND
REDVL SCCRDA
REDVL VILLAGE
REDVL SCCRDA
REDVL VILLAGE
REDVL VILLAGE
REDVL VILLAGE
REDVL VILLAGE
TOTAL
BUDGET
243.150
100,000
339,135
1,082,044
400,000
850,000
275,000
PRIOR
EXP/ENC
243.000
94,181
857.532
272,979
BALANCE YEAR 1 YEAR 2 YEAR 3 YEAR 4 YEARS YEAR 6-10 BUILDOUT
FORWARD 2008-2009 2009-2010 2010-2011 2011-2012 2012-2013 2013-2018 2018-2023
150
100,000
244,954
224,512
100,000
2.021
TOTAL ALL REDEVELOPMENT PROJECTS 3,289,329 1,467,692 671,637
300,000
850,000
0 300,000 000 850,000 0
mx
PROGRAM:
FUND:
PROGRAM GROUP:
RENTAL ASSISTANCE
HUD SECTION 8 HOUSING
HOUSING & REDEVELOPMENT ACCT NO. 1903401
PERSONNEL
MAINTENANCE & OPERATIONS
CAPITAL OUTLAY
GRAND TOTAL
FULL TIME POSITIONS
HOURLY/FTE POSITIONS
2005-06
ACTUAL
$347,030
5,385,281
0
$5,732,312
4.93
0.30
2006-07
ACTUAL
$365,173
4,843,046
0
$5,208,220
4.25
0.30
2007-08
BUDGET
$390,985
5,629,527
0
$6,020,512
4.25
0.30
2008-09
BUDGET
$411,056
5,485,561
0
$5,896,617
4.25
0.30
MISSION STATEMENT:
Helping people achieve their dreams.
PROGRAM ACTIVITIES:
Section 8 Tenant-Based Rental Assistance
• Provide federal funding to subsidize rents for extremely low-income and very low-income households.
• Assist low-income households in the community to access rental housing that is decent, safe, and sanitary.
• Ensure program is being administered in compliance with federal regulations, federal guidelines, the Carlsbad
Administrative Plan, and the Public Housing Agency (PHA) Plan.
• Achieve and maintain a lease rate that effectively utilizes funding allocation.
Family Self-Sufficiency
• Designed to enable unemployed, under-employed or under-educated low-income families to achieve economic
independence from welfare.
• Assist families in identifying barriers to becoming self-sufficient.
• Provide guidance to the family to establish a five-year goal and plan.
• Coordinate needed support services and act as an advocate on behalf of the client.
PERFORMANCE/WORKLOAD MEASURES:
• Maintain a Section Eight Management Assessment Program (SEMAP) ranking of "standard performer" or "high
performer."
• Achieve and maintain a lease rate utilizing 98% of allocated funds.
• Update and revise Administrative Plan to adopt changes in federal regulations.
• Expand rental assistance knowledge by conducting community workshops, providing owner and participant
newsletters, and conducting owner outreach presentations.
KEY ACHIEVEMENTS 2007-08:
• Provided rental assistance to approximately 600 very low and extremely low-income households.
SIGNIFICANT CHANGES:
• None.
F-13
PROGRAM:
FUND:
PROGRAM GROUP:
REDEVELOPMENT OPERATIONS
VILLAGE AREA
REDEVELOPMENT AGENCY
HOUSING & REDEVELOPMENT ACCTNO. 8013410/8023412
PERSONNEL
MAINTENANCE & OPERATIONS
CAPITAL OUTLAY
GRAND TOTAL
FULL TIME POSITIONS
HOURLY/FTE POSITIONS
2005-06
ACTUAL
$171,689
2,179,238
950,000
$3,300,928
1.69
0.07
2006-07
ACTUAL
$239,613
2,015,553
1,030,000
$3,285,166
1.56
0.08
2007-08
BUDGET
$186,474
1,422,862
0
$1,609,336
1.56
0.08
2008-09
BUDGET
$175,501
1,522,736
0
$1,698,237
1.56
0.08
MISSION STATEMENT:
Helping people achieve their dreams.
PROGRAM ACTIVITIES:
Implementation of the Carlsbad Village Redevelopment Master Plan
• Coordination of project development and permit processing.
• Administration of the Parking-ln-Lieu Fee Program.
• Property acquisition for future redevelopment projects and facilitation of new development.
Community Relations and Public Relations Program
• Work with the Carlsbad Village Business Association and other business organizations to continue community
awareness and public relations activities on behalf of the Redevelopment Agency.
• Continue implementation of the Village Beautification Program through coordination of maintenance efforts in
the Village.
• Work with NCTD to resolve parking and land-use-related issues associated with the Village Commuter Rail
Station and surrounding properties.
PERFORMANCE/WORKLOAD MEASURES:
• Process 15 applications for redevelopment permits for improvements to existing structures or new construction
projects.
• Process 20 sign permit applications.
• Process four preliminary review applications.
• Facilitate the development of at least one "special opportunity project" identified in the Village Redevelopment
Master Plan.
KEY ACHIEVEMENTS FOR 2007-08:
• Non-profit organization formed to implement findings of the Village Area Retail Analysis and Demand/Desire
Study and gain a more cohesive approach to Village enhancements.
• Revisions to development standards to assist in encouraging development approved by City Council.
• Processed three sidewalk sign/outdoor display permits; 20 sign permits; three administrative redevelopment
permits; and three major redevelopment permits.
F-16
PROGRAM: REDEVELOPMENT OPERATIONS PAGE TWO
VILLAGE AREA
FUND: REDEVELOPMENT AGENCY
PROGRAM GROUP: HOUSING & REDEVELOPMENT ACCTNO. 8013410/8023412
KEY GOALS FOR 2008-09:
Financial Health
• Process redevelopment permits for all types of projects within the Village Area that represent high-quality
development or redevelopment of properties and buildings.
« Eliminate blighting conditions and influences in the Village Redevelopment Area through facilitation of private
commercial and/or mixed-use development on North State Street.
Balanced Community Development (also affects Financial Health goal)
• Implement the actions outlined in the Redevelopment Operations Strategy to address the land use and
administration/organizational structure strategies following the July 2009 expiration of the Redevelopment Plan.
SIGNIFICANT CHANGES:
• None.
F-17
PROGRAM:
FUND:
PROGRAM GROUP:
LOW/MODERATE INCOME HOUSING
VILLAGE AREA
REDEVELOPMENT AGENCY
HOUSING AND REDEVELOPMENT ACCTNO. 8033420
PERSONNEL
MAINTENANCE & OPERATIONS
CAPITAL OUTLAY
GRAND TOTAL
FULL TIME POSITIONS
HOURLY/FTE POSITIONS
2005-06
ACTUAL
$35,813
31,377
0
$67,190
0.40
0.00
2006-07
ACTUAL
$35,147
27,223
0
$62,370
0.29
0.00
2007-08
BUDGET
$40,114
55,490
0
$95,604
0.29
0.00
2008-09
BUDGET
$40,805
55,887
0
$96,692
0.29
0.00
MISSION STATEMENT:
Helping people achieve their dreams.
PROGRAM ACTIVITIES:
Affordable Housing Project Processing Procedures
• Continue development of affordable housing project processing procedures.
Affordable Housing Project Coordination
• Assist in the structure and implementation of affordable housing projects.
Affordable Housing Education Program
• Direct educational programs for citizens, businesses, and government agencies interested in affordable
housing.
PERFORMANCE/WORKLOAD MEASURES:
• Process at least three requests for financial assistance through the Housing Policy Team.
• Use existing low-income and moderate-income housing funds to develop property for an affordable housing
project in the Village Redevelopment Area.
• Participate in at least three outreach programs, professional conferences, and/or citizen and business groups on
affordable housing.
KEY GOALS FOR 2008-09:
Top-Quality Services
• Continue to assist private developers to provide affordable housing as required by the Inclusionary Housing
Ordinance.
SIGNIFICANT CHANGES:
• None.
F-18 r
PROGRAM:
FUND:
PROGRAM GROUP:
REDEVELOPMENT OPERATIONS
SOUTH CARLSBAD COASTAL AREA
REDEVELOPMENT AGENCY
HOUSING AND REDEVELOPMENT ACCT NO. 8ioxxxx/8H34i2
PERSONNEL
MAINTENANCE & OPERATIONS
CAPITAL OUTLAY
GRAND TOTAL
FULL TIME POSITIONS
HOURLY/FTE POSITIONS
2005-06
ACTUAL
$71,373
46,211
69,166
$186,751
0.54
0.20
2006-07
ACTUAL
$67,334
100,189
69,166
$236,689
0.41
0.18
2007-08
BUDGET
$80,227
100,066
0
$180,293
0.41
0.18
2008-09
BUDGET
$75,754
97,533
0
$173,287
0.41
0.18
MISSION STATEMENT:
Helping people achieve their dreams.
PROGRAM ACTIVITIES:
Implement Redevelopment Plan for South Carlsbad Coastal Redevelopment Area
• Provide funding for the potential realignment of Carlsbad Boulevard, which may yield excess property that could
provide for public recreational facilities and/or development of cultural facilities or other public facilities.
• Revitalize, redevelop, and/or generally clean up the Ponto Area.
• Enhance commercial and recreational functions/activities in the Redevelopment Area and increase parking and
open space amenities.
PERFORMANCE/WORKLOAD MEASURES:
• Implement land use vision for planning area three.
KEY ACHIEVEMENTS FOR 2007-08:
• Adoption of the Ponto Beachfront Village Vision Plan and related Environmental Impact Report.
KEY GOALS FOR 2008-09:
Balanced Community Development
• Facilitate the development of one project identified by the vision study for planning area three.
SIGNIFICANT CHANGES:
• The assessed values in the South Carlsbad Coastal Redevelopment Area declined from $398 million in Fiscal
Year 2003-04 to $177 million in Fiscal Year 2006-07, less than the original values when the redevelopment area
was formed. The decline is mainly due to the lower values assigned to the Encina Power Plant. Since the
revenue to the area is based on the excess of the current assessed values over the original assessed values,
the South Carlsbad Area will again not receive any property tax revenue in Fiscal Year 2008-09. Budgeted
expenses will come from accumulated balances and/or loans from the City, as approved.
F-19
PROGRAM:
FUND:
PROGRAM GROUP:
LOW/MODERATE INCOME HOUSING
SOUTH CARLSBAD COASTAL AREA
REDEVELOPMENT AGENCY
HOUSING AND REDEVELOPMENT ACCTNO. 8123420
PERSONNEL
MAINTENANCE & OPERATIONS
CAPITAL OUTLAY
GRAND TOTAL
FULL TIME POSITIONS
HOURLY/FTE POSITIONS
2005-06
ACTUAL
$20,592
9,556
0
$30,148
0.28
0.00
2006-07
ACTUAL
$21,098
8,660
0
$29,758
0.15
0.00
2007-08
BUDGET
$23,165
20,430
0
$43,595
0.15
0.00
2008-09
BUDGET
$23,685
20,225
0
$43,910
0.15
0.00
MISSION STATEMENT:
Helping people achieve their dreams.
PROGRAM ACTIVITIES:
Implement City-wide Affordable Housing Programs
• Affordable Housing Project Coordination for Inclusionary Housing Development.
• Affordable Housing Education Activities.
• Development of affordable housing programs.
• Facilitation of development of new affordable housing projects.
PERFORMANCE/WORKLOAD MEASURES:
• Utilize low-income and moderate-income housing funds to assist with the development and/or construction of at
least one (1) new affordable housing project within the city limits of Carlsbad.
• Develop Housing Plan for South Carlsbad Coastal Redevelopment Area.
KEY GOALS FOR 2008-09:
Balanced Community Development
• Continue to assist private developers to provide affordable housing as required by the City's Inclusionary
Housing Ordinance.
• Implement affordable housing programs that serve to enhance the jobs/housing balance within the community.
SIGNIFICANT CHANGES:
• None.
F-20
Exhibit 6
1 RESOLUTION NO. 2008-191
2 A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF CARLSBAD, CALIFORNIA,
3 ESTABLISHING THE 2008-09 APPROPRIATION
, LIMIT AS REQUIRED BY ARTICLE XIIIB OF THE
CALIFORNIA STATE CONSTITUTION AND STATE
5 LAW
6
WHEREAS, Article XIIIB of the California State Constitution requires that
7
governments annually establish a limit on the appropriation of proceeds of taxes; and
8
o WHEREAS, State law requires that this limit be presented to the governing body
10 of each entity each fiscal year; and
11 WHEREAS, State law also requires that this limit be published in a newspaper of
12 general circulation to allow public response to the limit as adopted.
13 NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
14 Carlsbad, California, as follows:
15 1 . That the above recitations are true and correct.
16
2. That the City Council of the City of Carlsbad, California, does hereby
17
establish and adopt the 2008-09 appropriation limit of one hundred and ninety
18
million, six hundred and ninety five thousand, three hundred and eighty one
20 dollars ($190,695,381 ) as computed in Exhibit 6-A attached hereto.
21 3. That the City Clerk is directed to publish this Resolution in a
22 newspaper of general circulation.
23 ///
24 ///
25 ///
26
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28 •- ,-
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PASSED, APPROVED AND ADOPTED at a Joint Special Meeting of the
Carlsbad City Council, Carlsbad Municipal Water District Board of Directors and
Carlsbad Housing and Redevelopment Commission, held on the 24th day of June,
2008, by the following vote to wit:
AYES: Council Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
ATTEST:
LORRAI
(SEAL)
M. WOOD, City Clerl
Exhibit 6A
CITY OF CARLSBAD
GANN APPROPRIATIONS LIMIT
The Appropriations Limitation imposed by Proposition 4 and modified by Proposition 111
creates a restriction on the amount of revenue which can be appropriated in any fiscal year.
The revenues which are subject to the Limitation are those considered "proceeds of taxes." The
basis for calculating the Limit began in fiscal year 1978-79 and is increased based on population
growth and inflation.
The major change made by Proposition 111 allows the City to annually choose among the
following options for calculating its Gann Limit:
> Population growth of Carlsbad, OR
> Population growth within San Diego County, AND
> Growth in California per capita income, OR
> Growth in non-residential assessed valuation due to new construction in the City.
The factors used to calculate the 2008-09 Limit were:
> Population growth in Carlsbad, AND
> Growth in California per capita income
The formula is outlined below:
2007-08 Expenditure Limit $178.603.897
% Carlsbad Population Growth 1.0238
Growth in California per capita income X 1.0429
Net Increase Factor 1.0677
2008-09 Limit (2007-08 Limit X Factor) $190.695.381
Current Appropriation of Proceeds of Taxes $106,469,178
(Subject to the Limit)
The spending limit for the City of Carlsbad for 2008-09 is $190.7 million, with appropriations of
"proceeds of taxes" of $106.5 million. The result of the calculation provides the City with an
operating margin of $84.2 million.
D-11
4
Exhibit 7
RESOLUTION NO. 2008-192
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF CARLSBAD, CALIFORNIA, ADOPTING CHANGES TO
THE MASTER FEE SCHEDULE.
5 WHEREAS, the City Council of the City of Carlsbad has the authority to establish
6 fees for City services; and
7 WHEREAS, from time-to-time said fees are reviewed and evaluated to maintain
an adequate fee structure recovering costs for City services; and
9 WHEREAS, the City Council has determined the cost of providing general and
10
development-related services; and
WHEREAS, the City Council believes it is necessary for the City Manager to
have the authority to adjust the recreation program and classes fees from time to time to
remain competitive and within the market pricing for like programs and classes; and
WHEREAS, the City Council finds it necessary to recover the costs for City
16 services; and
17 WHEREAS, the City Council has held the necessary public hearing and allowed
for public comment on the establishment of said fees.
19 NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
20 Carlsbad, California, as follows:
1. That the above recitations are true and correct.
22
2. That the changes to the Master Fee Schedule for the fees shown in
24 Exhibit 7-A attached hereto, and as amended by determinations of the City
^ Council at its meeting of Tuesday, June 24, 2008 as set forth in the minutes
26 of that meeting. .
27
28
Exhibit 7
3. That all other general City fees and development-related fees as shown in
Resolution _ , except as specifically amended, shall remain in full force
and effect.
4
4. The City Council hereby authorizes the City Manager or his/her designee
5
to set recreation program and class fees. The fee shall not exceed the fully
6
burdened (direct and indirect) costs of providing the program or class but
shall be no less than the lowest fee charged for like kind programs or classes
9 in the North County cities of Oceanside, Vista, San Marcos, Escondido, or
10 Encinitas.
1 5. That the public hearing and notice requirements for the proposed changes
to the Master Fee Schedule have been satisfied and that the City Council will
13 continue its deliberations for changes to the Master Fee Schedule for
14
recreation fields use which will be determined by subsequent Resolution of
15
the City Council at its meeting of September 9, 2008 or as soon as
16
practicable thereafter.
6. This resolution shall become effective on August 1, 2008 for General city
19 fees, November 1, 2008 for Water/Sewer fees pending the successful
20 outcome of the September 9, 2008 public hearing and September 1, 2008 for
21 the Development-related service fees and Development-impact fees.
99
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PASSED, APPROVED AND ADOPTED at a Joint Special Meeting of the
Carlsbad City Council, Municipal Water District Board of Directors and Housing and
Redevelopment Commission, held on the 24th day of June, 2008, by the following vote
to wit:
AYES: Council Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
JLAJDE'A LEWIS, Mayor
ATTEST:
/uu.
M. WOppTCityClerF
Exhibit 7-A
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 I, 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 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
Fjre
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
$ 618
$ 894
$ 15
$ 50
$ 150
$ 150
$ 3
$ 1
$ 30
$ 50
$ 5
$ 200
$ 55
$ 20
$ 30
$ 30
$ 150
$ 50
copy charge
$ 20
$ 0
$
$
copy charge
$ 35
$ 150
$
$ 75
$ 150
$ 295
$ 10
$ 120
$ 265
$ 240
$ 315
FY 2008-09
Proposed
Fee
$50 min/$500 max
$ 20
$ 618
$ 894
$ 15
$ 50
$ 150
$ 150
$ 3
$ 1
$ 30
$ 50
$ 5
$ 200
$ 55
$ 20
$ 30
$ 30
$ 150
$ 50
copy charge
$ 20
$ 0.15
$
$
copy charge
$ 35
$ 150
$
$ 75
$ 150
$ 295
$ 10
$ 123
$ 272
$ 246
$ 323
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
$ 110
$ 110
$ 110
$ 110
$ 170
$ 170
$ 110
$ 110
$ 240
$ 170
$ 110
$ 170
$ 235
$ 165
$ 160
$ 300
$ 170
$ 120
$ 120
$ 310
$ 180
$ 180
$ 65
$ 70
$ 145
$ 110
Actual Cost
$ 5
$ 1
$ 0
$ 0
$ 10
$ 1
$ 2
$ 2
20% of list price
List price+$40 if out
of print
Variable up to list
price
FY 2008-09
Proposed
Fee
$ 113
$ 113
$ 113
$ 113
$ 113
$ 174
$ 174
$ 113
$ 113
$ 246
$ 174
$ 113
$ 174
$ 241
$ 169
$ 164
$ 308
$ 174
$ 123
$ 123
$ 310
$ 180
$ 180
$ 65
$ 72
$ 149
$ 110
Actual Cost
$ 5
$ 0.75
$ 0.25
$ 0.10
$ 10
$ 1
$ 2
$ 2
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 - 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
$ 1
Direct Cost
$ 5
$ 50
$ 60
Direct Cost
$ 30
$ 60
$ 100
$ 100
$ 23
$ 115
$ 20
$ 65
$ 55
$
$ 15
$ 15
Actual Cost
$ 110
$ 330
$ 13
$ 154
$ 200
$ 16.20
$ 16.20
$ 2.30
$ 2.30
$ 1.91
$ 2.51
$ 3.96
$ 0.25
$ 0.49
$ 0.73
$ 3.64
$ 4.78
FY 2008-09
Proposed
Fee
Actual Cost
$ 5
$ 0.50
Direct Cost
$ 5
$ 50
$ 60
Direct Cost
$ 30
$ 60
$ 100
$ 100
$ 23
$ 115
$ 20
$ 65
$ 55
$
$ 15
$ 15.00
Actual Cost
$ 110
$ 330
$ 13
$ 154
$ 200
$ 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
Aqua 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
$ 19
$ 99
$ 181
$ 263
$ 345
$ 428
$ 510
$ 10
$ 42
$ 256
$ 10
$ 3
$ 10
$ 15
$ 80
$ 100
$ 35
$ 50
See below
50% curr. fee
50% curr. fee
$ 8
$ 15
$ 23
$ 7
$ 12
$ 2
$ 3
$ 4
$ 47
$ 67
$ 47
$ 67
$ 47
$ 67
$ 47
FY 2008-09
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
$ 3
$ 10
$ 17
$ 84
$ 105
$ 37
$ 52
See below
50% curr. fee
50% curr. fee
$ 8
$ 16
$ 24
$ 8
$ 13
$ 2
$ 3
$ 4
$ 47
$ 67
$ 47
$ 67
$ 47
$ 67
$ 47
June 2008 1-4
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
$ 4
$ 6
$ 47
$ 67
$ 47
$ 67
$ 47
$ 67
$ 47
$ 67
$ 1.45
$ 3.00
$
$
$
$
$ 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
FY 2008-09
Proposed
Fee
$ 67
$ 4
$ 6
$ 47
$ 67
$ 47
$ 67
$ 47
$ 67
$ 47
$ 67
$ 1.45
$0O
Actual Cost
Actual Cost
$ 8
$ 22
$ 5
$
$ 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
$ 10
$ 12
$ 15
$ 100
$ 185
$ 992
June 2008 1-5
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
$ 20
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
FY 2008-09
Proposed
Fee
$ 115
$ 34
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
ABODE 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
NIC
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
% 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
CATEGORY
B C D E F
N/C $ 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 Processing 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
$17 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
NIC
NIC
NIC
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
N/C
B C D E F
N/C | $ 20 $30 $ 40 1 $ 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)
CATEGORY
A B C D E F
N/C $
N/C $
8 $ 8.50
80 $ 85
$ 9 $
$ 90 $
$24 (Categories B - F)
11 $ 12
110 $ 120
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.-5p.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-1 101
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-1248 184
VMS Tape - Copy
DVD - Copies
CD -Audio Copies
$37.50
$75
$150
$60
$75
$20
$20
$20
$125
$125
$150
$28 ea
$15ea
$12 ea
$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-1
CITY OF CARLSBAD
MASTER FEE SCHEDULES
SECTION 2
DEVELOPMENT-RELATED
SERVICE FEES
June 2008
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
EIR Review (+ fbhr after the first 160 hrs of project planner or 40 hrs of Project Engineer)
EIR - Addendum (+ fbhr after 1 st 1 0 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
Notes
(*)
(1)
(8)
(8)
(8)
(8)
(8)
(5)
(5)
(5)
(5)
(5)
FY 2007-08
Current
Fee
$ 58
$ 1,165
$ 190
$ 49,000
$ 123,000
$ 10,000
$ 1,000
$ 609
$ 599
$ 609
Court costs
$ 945
$ 3,290
$ 735
$ 1,240
$ 440
$ 620
$ 975
$ 1,975
$ 3,215
$ 400
$ 220
$ 775
$ 875
$ 600
$ 4,060
$ 680
$ 2,185
$ 765
$ 820
$ 190
$ 380
$ 85
Actual cost
$ 20
$ 590
$ 1,565
$ 861
$ 18,165
$ 2,275
$ 12,220
$ 305
FY 2008-09
Proposed
Fee
$ 59
$ 1,194
$ 190
$ 49,000
$ 142,000
$ 10,000
$ 1,000
$ 624
$ 613
$ 624
Court costs
$ 969
$ 3,372
$ 753
$ 1,271
$ 451
$ 636
$ 999
$ 2,024
$ 3,295
$ 410
$ 226
$ 794
$ 897
$ 615
$ 4,162
$ 697
$ 2,240
$ 784
$ 841
$ 195
$ 390
$ 87
Actual cost
$ 21
$ 605
$ 1,604
$ 883
$ 18,619
$ 2,332
$ 12,526
$ 313
June 2008 2-1
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT RELATED SERVICE FEES
JUNE 2008
Fee Description
Environmental Monitoring Fee
Fire Protection System Installation
Fish & Game Fee - Negative Declaration - Set by Department of Fish and Game
Fish & Game Fee - EIR - Set by Department of Fish and Game
GIS Technical Services (per hour Technician)
CIS 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
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
Notes
(1)
(6)
(6)
(1)
(1)
(8)
(8)
(1)
(1)
(1)
(1)
(8)
FY 2007-08
Current
Fee
$ 210
$ 1,800
$ 2,500
Actual Cost
Actual Cost
Actual Cost
Actual Cost
Direct cost
$ 3,865
$ 5,575
Actual cost
25% permit fee
$ 1,125
$ 2,275
$ 640
$ 1,950
50% Minor Fee
75% Original fee
$ 500
$ 3,110
75% Original Fee
$ 3,570
75% Original Fee
$ 4,840
$ 2,925
$ 4,515
n/a
n/a
$ 105
$ 84
$ 1,864
$ 4,400
$ 5,650
n/a
$ 37,840
$ 6,435
$ 1,510
$ 23,675
$
FY 2008-09
Proposed
Fee
$ 215
$ 1,926.75
$ 2,656.75
Actual Cost
Actual Cost
Actual Cost
Actual Cost
Direct cost
$ 3,962
$ 5,714
Actual cost
25% permit fee
$ 1,153
$ 2,332
$ 656
$ 1,999
50% Minor Fee
75% Original fee
$ 513
$ 3,188
75% Original Fee
$ 3,628
75% Original Fee
$ 4,961
$ 2,925
$ 4,515
25% of original fee
25% of original fee
$ 108
$ 86
$ 1,929
$ 5,400
$ 5,791
25% of original fee
$ 38,786
$ 6,596
$ 1,548
$ 24,267
50% of original fee
June 2008 2-2
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT RELATED SERVICE FEES
JUNE 2008
Fee Description
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
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
Notes
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(4)
FY 2007-08
Current
Fee
$
$ 430
$ 290
$ 16
$ 90
$ 11,240
$ 1,470
$ 5,607
$ 7,560
$ 1,670
$ 6,015
$ 8,145
$ 340
$ 320
$ 672
$ 2,730
n/a
$ 7,570
n/a
$ 11,960
n/a
$ 2,730
n/a
$ 7,570
n/a
$ 11,960
n/a
$ 4,210
$ 1,890
n/a
$ 915
$ 1,480
$ 600
$ 6,890
$ 3,750
$ 640
$ 640
$ 180
$
$ 620
$ 450
$ 560
$ 650
$ 215
$ 405
$ 400
$ 1,490
$ 2,730
FY 2008-09
Proposed
Fee
25% of original fee
$ 441
$ 292
$ 16
$ 90
$ 11,240
$ 1,507
$ 5,747
$ 7,749
$ 1,712
$ 6,165
$ 8,349
$ 349
$ 328
$ 689
$ 2,798
25% of original fee
$ 7,759
25% of original fee
$ 12,259
25% of original fee
$ 2,798
25% of original fee
$ 7,759
25% of original fee
$ 12,259
25% of original fee
$ 4,315
$ 1,937
25% of original fee
$ 938
$ 1,517
$ 615
$ 7,062
$ 3,844
$ 656
$ 656
$ 185
$
$ 636
$ 450
$ 560
$ 651
$ 217
$ 407
$ 410
$ 1,527
$ 2,798
June 2008 2-3
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT RELATED SERVICE FEES
JUNE 2008
Fee Description
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
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 1st 200 hrs project planner or 60 hrs project engineer)
Storm Water Pollution Prevention Program/Storm Water Management Plan Review -
-Single Family (initial lot/subsequent lot)
-Multi Family & mobile home (initial lot/subsequent lot)
- Commercial/Industrial
Storm Water Pollution Prevention Program/Storm Water Management Plan Inspection -
-Single Family (initial lot/subsequent lot)
-Multi Family & mobile home (initial lot/subsequent lot)
- Commercial/Industrial
Street Light Energizing Fee
Street Name Change
Street Vacation - Regular
Street Vacation - Summary
Substantial Conformance Exhibit Rev.
Notes
(7)
(7)
(D
FY 2007-08
Current
Fee
$ 158
$ 535
$ 1,313
Actual cost
Actual cost
$ 155
$ 315
$ 670
$ 670
$ 380
$ 370
$ 680
Actual Cost
Actual Cost
$ 44
$ 44
$ 55
$ 955
$ 575
$ 275
$ 65
$ 4,045
$ 10,260
$ 2,700
$ 6,950
n/a
$ 3,160
$ 3,500
$ 2,530
$ 3,035
$ 2,195
$ 20,340
$ 1,315
$ 31,605
220/75
220/40
$ 295
240/115
240 /70
$ 420
$ 1 ,480
$ 3,100
$ 1 ,230
$ 915
FY 2008-09
Proposed
Fee
$ 161
$ 548
$ 1 ,345
Actual cost
Actual cost
$ 159
$ 323
$ 687
$ 687
$ 390
$ 379
$ 697
Actual Cost
Actual Cost
$ 56
$ 56
$ 56
$ 979
$ 589
$ 276
$ 67
$ 4,146
$ 10,517
$ 2,768
$ 7,124
25% of original fee
$ 3,239
$ 3,588
$ 2,593
$ 3,111
$ 2,250
$ 20,849
$ 1,348
$ 32,395
220/75
220/40
$ 295
240/115
240 /70
$ 420
$ 1,517
$ 3,100
$ 1 ,230
$ 938
June 2008 2-4
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT RELATED SERVICE FEES
JUNE 2008
Fee Description
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 1 0ea. > 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)
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
Notes
0)
(9)
FY 2007-08
Current
Fee
$ 3,725
$ 6,890
$ 3,445
$ 1,335
$ 3,120
25% of orig. fee
$ 7,460
$ 14,910
$ 2,615
$ 6,770
$ 675
$ 970
$ 1 ,975
$ 660
$ 170
$ 380
$ 680
$ 2,560
$ 680
$ 682
Actual Cost
$ 4,440
$ 6,015
$ 5,725
$ 75
$ 160
meter fee
$ 190
$ 225
$ 700
$ 365
$ 905
$ 470
Actual Cost
Actual Cost
Actual Cost
Actual Cost
No charge
FY 2008-09
Proposed
Fee
$ 3,818
$ 7,062
$ 3,531
$ 1,368
$ 3,115
25% of orig. fee
$ 7,647
$ 15,283
$ 2,680
$ 6,939
$ 692
$ 970
$ 2,024
$ 660
$ 174
$ 390
$ 697
$ 2,624
$ 697
$ 699
Actual Cost
$ 4,551
$ 6,165
$ 5,868
$ 77
$ 331
meter fee
$ 364
$ 403
$ 1,158
$ 628
$ 1 ,388
$ 776
Actual Cost
Actual Cost
Actual Cost
Actual Cost
No charge
June 2008 2-5
CITY OF CARLSBAD
FEE SCHEDULE
DEVELOPMENT RELATED SERVICE FEES
JUNE 2008
Fee Description
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 1 (per month) - Existing user
Class II (per month) - Existing user
Class III (per month) - Existing user
Class 1 - One time fee for new users
Class II - One time fee for new users
Class III - One time fee for new users
Notes
FY 2007-08
Current
Fee
Actual Cost
Actual Cost
direct cost
$ 30
$ 200
$ 190
$ 30
$ 270
$ 270
$ 80
FY 2008-09
Proposed
Fee
Actual Cost
Actual Cost
direct cost
$ 31
$ 200
$ 190
$ 30
$ 270
$ 270
$ 80
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 2-6 ID?
FIRE PROTECTION SYSTEM INSTALLATION FEES - Proposed (FY'08-09) Schedule*!
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 (FY'07-08)
Automatic Sprinkler Systems
- Residential System
- Commercial System - 1st riser 1st floor
- ea add'l riser
- Tenant Improvement
Fire Alarm Systems
- 1 to 25 Devices
- 26 or more Devices
Other Fixed Fire Systems
- Hood and Duct
- Special Chemical Agent
- Standpipe
- Paint Spray Booth
Repeated Inspection on new construction
Plan Review N
$65 3
65 1
$60 minimum 1
100 2
65 1
65 1
80 2
80 2
1
Schedule #1
Inspection Fees
o. Cost
at $65 each
at 65 each
at $65 each
at 65 each
at 65 each
at 65 each
at 65 each
at 65 each
at 75 each
Total
Fee
$260
1,200
600
130
$125
230
130
130
210
210
75
June 2008
2-7
GRADING PLANCHECK FEES - (FY'08-09) Schedule #2
Amount
100CY*orless
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 CY or more
Current
$380
$760
$2,275
$3,580
$5,460
$8,760
Proposed
$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 $1 80 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 $1 30 for each additional 1 00,000 cubic yards or fraction
thereof.
* CY = Cubic Yards
June 2008
2-8
GRADING PERMIT FEES - (FY'08-09)Scheduled
Amount Current Proposed
100 Cubic Yards (CY) or less
101 tol.OOOCY
1,001 to 10,000 CY
10,001 to 100,000 CY
100,001 to 200,000 CY
200,001 to 400,000 CY
400,000 to 1,000,000 CY
1,000,001 CY or more
$380 $393
$385 $398 for the first 100 CY plus $65 for each additional 100 CY or fraction thereof.
$1,080 $1,117 for the first 1,000 CY plus $65 for each additional 1,000 CY or fraction thereof.
$1,785 $1,846 for the first 10,000 CY plus $130 for each additional 10,000 CY or fraction thereof.
$3,130 $3,236 for the first 100,000 CY plus $130 for each additional 10,000 CY or fraction thereof.
$4,620 $4,777 for the first 200,000 CY plus $195 for each additional 10,000 CY or fraction thereof.
$9,170 $9,482 for the first 400,000 CY plus $980 for each additional 100,000 CY or fraction thereof.
$16,000 $16,544 for the first 1,000,000 CY plus $710 for each additional 100,000 CY or fraction thereof.
June 2008
2-9
IMPROVEMENT CONSTRUCTION INSPECTION FEES - (PT08-09) Schedule #4
Cost of Improvements
$0 to $20,000
$20,001 to $50,000
$50,001 to $100,000
$100,001 to $250,000
$250,001 to $500,000
$500,001 to $1,000,000
$1,000,001 or more
Current
5.5% - $375 Minimum
$1,510
$3,025
$3,780
$5,600
$9,090
$14,500
Proposed
5.5% - $375 Minimum
$1,561 for the first $20,000 plus $250 for each additional $10,000 or fraction
thereof.
$3,128 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 for the first $500,000 plus $105 for each additional $1 0,000 or fraction
thereof.
$14,993 f°r 'he first $1 ,000,000 plus $105 for each additional $10,000 or fraction
thereof.
June 2008 2-10 13
IMPROVEMENT PLAN REVIEW FEES -{PY'88-0&) - . , " Scheduled
Cost of Improvements Current Proposed Fee
$0 to $20,000 $1,215 $ 1,256 plus 5% of value of improvements
$20,001 to $50,000 $1,550 $ 1,603 plus 4% of value of improvements - $2,470 minimum
$50,001 to $100,000 $2,000 $ 2,068 plus 3% of value of improvements - $4,090 minimum
$100,001 to $250,000 $2,245 $ 2,321 plus 2.5% of value of improvements - $5,840 minimum
$250,001 to $500,000 $6,790 $ 7,021 plus 2% of value of improvements-$13,910 minimum
$500,001 to $1,000,000 $12,000 $12,408 plus 1.5% of value of improvements-$23,840 minimum
Over $1,000,000 $12,265 $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 the cost of curbs, gutters, sidewalks,
asphalt or concrete paving, storm drains, etc.)
June 2008
2-11
STREET LIGHT ENERGIZING FEES - Proposed (FY'08-09) Schedule #6
Watts
70
100
150
200
250
400
Lumens
5,800
9,500
16,000
22,000
30,000
50,000
Current
$128
$162
$210
$258
$322
$473
Proposed
$94
$119
$151
$184
$226
$328
Above fees are the cost for energizing each street light for 18 months and includes a $30 charge
per light for connecting the light to an SDG&E service point.
June 2008 //s
Schedule #7
Cost of Improvements Current Proposed
$0 to $20,000
$20,001 to $50,000
$50,001 to $100,000
$100,001 to$250,000
$250,001 to $750,000
$750,001 and Over
$535 $548
$755 $774 for the first $20,000 of improvements plus $20 for each
additional $10,000 or fraction thereof.
$1,060 $1,087 for the first $50,000 of improvements plus $20 for each
additional $10,000 or fraction thereof.
$1,510 $1,548 for the first $100,000 of improvements plus $150 for each
additional $100,000 or fraction thereof.
$1,815 $1,860 for the first $250,000 of improvements plus $150 for each
additional $100,000 or fraction thereof.
$2,870 $2,942 for the first $750,000 of improvements plus $150 for each
additional $100,000 or fraction thereof.
June 2008
2-13 Ille
LANDSCAPE PLAN CHECK FEES - (FV08-09)
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
Current Proposed
$535 $548
$760 $779 plus 3.0% over $20,000
$2,195 $2,250 plus 1 .5% over $50,000
$3,330 $3,413 plus 2% over $100,000
$4,090 $4,192 plus 0.1 5% over $250,000
$4,995 $5,120 plus 0.1% over $500,000
$7,570 $7,759 plus 0.07% over $1,000,000
Schedule #8
June 2008 -111
BWILBWQPEI?Mn"FE,pST(ilwpiiS*a'lF¥*18*fl9 .,_.. ' ' '- ' Schedule#9
(65% of the 1997 Uniform Building Code Table 1-Afee 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 2-15
BUILDING PERMIT FEES 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 2-16
PLUMBING PERMITS FEES - FY 08-09
Fee Description
Issuing each permit
Issuing each supplemental permit
Current
20
10
Schedule #10
Proposed
$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
$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
$5
$1
For each backflow protective device other than atmospheric type vacuum breakers:
2 inch diameter and smaller
Over 2 inch diameter
$7
$15
$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*
$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 - FY 08-09
Fee Description
Issuance fee
Current
$10
Schedule #11
Proposed
$10
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
$0.25
$0.50
$1
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
$0.25
$0.50
$1
Remodel, alteration, no change irv service
Per ampere
Or minimum
$0.25
$5
$0.25
$5
Temporary service up to and including 200 amperes $10| $10
Temporary service over 200 amperes $10.00 plus $10.00 per each 100 amperes over 200 $10 plus $10 plus
Test meter
Minimum permit fee
$25
$10
$25
$10
MECHANICAL PERMIT FEES - FY 08-09
Fee Description
Issuance fee
Current
$15
Schedule #12
Proposed
$15
Furnace, Ducts, Heat Pumps (each)
Fireplace (each)
Exhaust Fan (each)
Install/relocate vent (each)
Hood (each)
Boiler/Compressor to 15 HP (each)
$9
$6.50
$6.50
$4.50
$6.50
$16.50
$9
$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)
(D(2)
(1)(2)
(2) (3)
(2) (3)
(4)
(4)
(4)
(4)
(D
(1)(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
(2)
2007-08
Fee
$ 530
$ 424
$ 318
$ 22
$ 281
$ 1,459
$ 1,178
$ 165
$ 10,000
$ 46
$ 30
$ 1,058
$ 3,423
$ 4,878
$ 7,702
$ 14,547
$ 21,906
$ 38,507
$ 59,899
$ 171,139
$ 111,241
$ 342,279
$ 131,479
$ 479,350
Proposed
Fee
$ 530
$ 424
$ 318
$ 22
$ 281
$ 1,459
$ 1,178
$ 165
$ 10,000
$ 96
$ 80
$ 240
$ 290
$ 373
$ 2,000
$ 1,096
$ 3,549
$ 5,060
$ 7,988
$ 15,088
$ 22,771
$ 39,938
$ 62,125
$ 177,501
$ 115,376
$ 355,000
$ 136,367
$ 497,167
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 133
3-1
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 establishes a method of determining park land values in each quadrant
PLANNED LOCAL DRAINAGE AREA FEES Schedule B
Fee per gross acre
Area / Basin Name
A
B
C
D
Buena Vista Lagoon
Agua Hedionda Lagoon
Encinas Creek
Batiquitos Lagoon
Current
Low High
Runoff Runoff
2,130 $3,486
4,578 7,492
3,423 5,602
46 76
Proposed
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
Area H
Area I
AreaJ
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
Proposed
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
6 Change
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 3-1
Exhibit 8
1 RESOLUTION NO.2008-193
2
5
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF CARLSBAD, CALIFORNIA, APPROVING THE 2008-09
FISCAL YEAR OPERATING AND CAPITAL BUDGETS OF
4 THE ENCINA WASTEWATER AUTHORITY
6 WHEREAS, the City of Carlsbad is a member agency to the Encina Joint Powers
7 Agreement entered into on July 13, 1961, for the acquisition, construction, ownership,
operation and maintenance of the Encina Joint Sewer System; and
9 WHEREAS, the Encina Agreement requires approval for the budget of the
10 Encina Wastewater Authority (EWA) by the Member Agencies following the
11
recommendation of the Joint Advisory Committee (JAC); and
12
WHEREAS, the City Council of the City of Carlsbad desires to approve said
. budget and provide for the payment of its share such expenses in accordance with the
15 allocation provided in the Basic Agreement; and
16 WHEREAS, there are projected to be sufficient funds in the Sanitation fund for
17 the payments as they become due.
18 NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
19 Carlsbad, California, as follows:
20
1. That the above recitations are true and correct.
21
2. That the City of Carlsbad's share of the Fiscal Year 2008-09 Operating
Budget of the EWA as approved by JAC on May 25, 2008, in the amount of $3,220,551
24 for Wastewater Plant Operations and $786,613 for the Carlsbad Water Recycling
25 Facility Operations, and the Capital Budget of $744,152 is hereby approved.
26
27
28
Exhibit 8
1 3. That the City Manager is hereby authorized to make payment on behalf of
2 the City of Carlsbad to EWA in accordance with the budget as approved by JAC
3
pursuant to the Encina Basic Agreement.
4"
5
6
7
8 '"
9
10 ///
11 ///
12 ///
13 ///
14 ///
is"
16
17
18 '"
19 '"
20 ///
21 ///
22 ///
23 ///
24 ///
25
26
27
28
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
PASSED, APPROVED AND ADOPTED at a Joint Special Meeting of the
Carlsbad City Council, Carlsbad Municipal Water District Board of Directors and
Carlsbad Housing and Redevelopment Commission, held on the 24th day of June,
2008, by the following vote to wit:
AYES: Council Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
ATTEST:
Exhibit 9
1 RESOLUTION NO. 1324
2 A RESOLUTION OF THE BOARD OF DIRECTORS OF
CARLSBAD MUNICIPAL WATER DISTRICT (CMWD), TO
3 SET A PUBLIC HEARING REGARDING PROPOSED
4 INCREASES IN WATER RATES.
5
WHEREAS, the California Supreme Court recently made a ruling that local
6
governments must hold a public majority-protest hearing, and notify customers forty-five
7
(45) days in advance of increases in water rates; and8
9 WHEREAS, the Carlsbad Municipal Water District is proposing water rate
10 increases in November 2008; and
11 WHEREAS, a public hearing must be held regarding the increase in water rates.
12 NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the
13 Carlsbad Municipal Water District, as follows:
14 1. That the above recitations are true and correct.
15
2. That the Board of Directors of the Carlsbad Municipal Water District sets a
16
majority protest public hearing for Tuesday, September 09, 2008, in
j8 accordance with law on these proposed rate increases.
19
20
21
22
23
24
25
26
27
28
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
PASSED, APPROVED AND ADOPTED at a Joint Special Meeting of the
Carlsbad Municipal Water District Board of Directors, Carlsbad City Council and
Carlsbad Housing and Redevelopment Commission held on the 24th day of June, 2008,
by the following vote to wit:
AYES: Board Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
ATTEST:
Exhibit 10
1 RESOLUTION NO. 2008-194
2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF CARLSBAD, CALIFORNIA, TO SET A PUBLIC
3 HEARING REGARDING PROPOSED INCREASES IN
4 SEWER RATES.
5
WHEREAS, the California Supreme Court recently made a ruling that local
6
governments must hold a public majority-protest hearing, and notify customers forty-five
7
(45) days in advance of increases in sewer rates; and8
9 WHEREAS, the City of Carlsbad is proposing increased sewer rates in
10 November 2008; and
11 WHEREAS, a public hearing must be held regarding the increase in sewer rates.
12 NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
13 Carlsbad, California, as follows:
14 1. That the above recitations are true and correct.
15
2. That the City Council of the City of Carlsbad sets a majority protest public
16
hearing for September 09, 2008, in accordance with law on these proposed
18 rate increases.
19
20
21
22
23
24
25
26
27
28 1 39
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
PASSED, APPROVED AND ADOPTED at a Joint Special Meeting of the
Carlsbad Municipal Water District Board of Directors, Carlsbad City Council and
Carlsbad Housing and Redevelopment Commission held on the 24th day of June, 2008,
by the following vote to wit:
AYES: Board Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
ATTEST:
pDRRAtydE M.(VyQOD, Secretary
/(SEAL)0
If""/,Al fa,'V
Exhibit 11
Notice off Public Hearing
City off Carlsbad and
Carlsbad Municipal Water District
Dear City of Carlsbad and Carlsbad Municipal Water District Utility Customer:
NOTICE IS HEREBY GIVEN that the City Council and Board of Directors will
hold a public hearing regarding proposed increases for water and sewer fees for
properties within the City of Carlsbad and Carlsbad Municipal Water District. This
hearing is to comply with a ruling of the California Supreme Court.
The public hearing will be held on the 9th of September at 6:00 p.m., in the
Council Chambers, City Hall, 1200 Carlsbad Village Drive, Carlsbad, California,
at which time the Council will hear all persons interested in the matter.
Any person interested in objecting to the amount of the proposed increases may
file a signed written protest with the City Clerk, at or before the hour fixed for
the hearing. The written protest must contain the address of service, the rate
change being protested, and the ground or grounds of protest. The protestor may
appear at the hearing and be heard on the matter.
Even with these proposed increases, the City's rates continue to be among the
lowest in the region. Rates are being increased due to rising operating costs,
unfunded State mandates, and the increased cost of water purchased from the
San Diego County Water Authority.
Agency Monthly Water Rate Comparison
Del Mar
Poway
Rainbow
Ramona
San Diego
Sweet water Authority
Escondido
Otay Water District
Fallbrook
Valley Center
SantaFe
Vistalrrigat ion
Carlsbad- Proposed
Oceanside
San Dieguito
Olivenhain
Vallecitos
Carlsbad- Current
$40 $45 $50 $55 $60 $65 $70
Exhibit 11
Agency Monthly Wastewater Rate Comparison
[—— | | i T ]
Del Mar
Buena Sanitation District
Poway
City of Vista
La Mesa
Encinitas Sanitary Division
Chula Vista
Otay Water District
Lakeside
Vallecitos Water District (2009)
El Cajon
Leucadia Wastewater (2009)
Carlsbad -Option 1
Carlsbad -Current
$0 $10 $20 $30 $40 $50 $60 $70 $80
Below is a summary of the proposed increases that are the subject of this
hearing:
Monthly water purchase fee increase is 20%:
• The standard rate increases from $1.76 to $2.12
• The conservation rate increases from $1.59 to $1.91.
• The recycled water rate increases from $1.68 to $2.01.
• The agricultural water rate increases from $1.45 to $1.81.
Both residential and commercial monthly water service fees vary depending on
meter size.
• The increase for a standard 5/8" meter is from $12.12 to $14.54.
Both residential and commercial monthly sewer service fee increase is 9%:
• The residential fee increases from $16.20 to $17.65.
• The commercial fee increased 9%.
A detailed schedule of the water and sewer utility rates is attached.
For questions about the public hearing process,
please contact the Finance Department's Customer Service Dept.
at (760) 602-2403
Exhibit 11
Commodity Rates - Proposed 2008-09
Meter Size
5/8"
3/4"
1"
1-1/2"
2"
3"
4"
6"
8"
.' •• •' ,• •:. .- Clirrent . • ••••• , •••.-.":-;'.
Conservation Rate -1
$1.59
$1.59
$1.59
$1.59
$1.59
$1.59
$1.59
$1.59
$1.59
UnMM&-'(of -:.<•
less)
7
10
16
30
45
79
123
228
336
.-..: ' ,f 20,00% Adjustment
Conservation Rate 1
$1.91
$1.91
$1.91
$1.91
$1.91
$1.91
$1.91
$1.91
$1.91
Unfls/Mo, (or less)
7
10
16
30
45
79
123
228
336
Standard (Base) Rate
Recycled Water Rate *
Agricultural Water Rate J
$1.76
$1.68
$1.45
$2.12
$2.01
$1.81
1 Conservation Rate is 90 percent of Standard (Base) Rate.
2 Recycled Water Rate is 95 percent of Standard (Base) Rate.
3 Agricultural Water Rate is $0.31 off the Standard (Base) Rate (per the MWD "Interim Agricultural Water
Program").
' ' f. ' JtejSrsliBBr- ••••;'+. ,-':: .-•••
5/8"
3/4"
1.0"
1.5"
2.0"
3.0"
4.0"
6.0"
8.0"
V'->ftx..Curtftir :••••-.•. •'.srMW<e&i, $•'&:•'.
$ 12.12
14.85
20.36
35.12
50.60
90.50
146.68
284.23
449.87
Proposed' • •*•
14.54
17.87
24.50
42.26
60.88
108.89
176.49
341.99
541.28
Wastewater (Sewer) Rates - Proposed 2008-2009
••;—-- -.;•: ,:•.••
Group I Residential
Single Family
Multi-Family
Mobile Home1
Group II Commercial ^
Group III Commercial ^
Group IV Commercial ^
Group V Institutional
Schools per ADA3
Elementary *
Junior *
High*
Boarding *
Group VI Large Volume
Beckman Micro Ops
Culligan
•'". •••:';-»V^V.V'fv-;-:-3'^i^lfN^^';'V'"'A^ ''••' Si
V ; ;;Urtl*'Oetet|'^.tr>
($/hcf of water)
$2.30
$2.30
$1.91
$2.51
$3.96
$0.25
$0.49
$0.73
$3.64
(based on volume and
wastewater strengths)
$4.78
$1.36
.^rworin.R^:
$16.20
V^-<rr*0%:^ft-'>:''-AriJu^mert'-'^!-.; '••
."''W^UhltCOit^.";.
($/hcf of water)
$2.51
$2.51
$2.08
$2.73
$4.31
$0.27
$0.53
$0.80
$3.97
(based on volume and
wastewater strengths)
$5.21
$1.48
Uniform Rate
$17.65
...
/3Y
Exhibit 12
1 RESOLUTION NO. 2008-195
2 A RESOLUTION OF THE CITY COUNCIL OF THE
CITY OF CARLSBAD, CALIFORNIA, APPROVING
3 ADJUSTMENTS TO THE FY 2007-08 OPERATING
4 BUDGET
5
WHEREAS, the General Liability Self-Insurance Internal Service Fund will not
6
have sufficient budget appropriation to cover the anticipated litigation expenses for the
7
Fiscal Year 2007-08; and8
WHEREAS, the Finance Department has prepared the cash flow analysis for
10 the Self-Insured Benefits Fund and recommends the additional appropriation of
11 $125,000 to cover the anticipated deficit; and
12 NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
13 Carlsbad, California, as follows:
14 1. That the above recitations are true and correct.
2. That the City Council of the City of Carlsbad, California, does hereby
16
authorize an additional appropriation of $125,000 in Fiscal Year 2007-08 for the
17
General Liability Self-Insurance Fund.
18
3. That the City Council of the City of Carlsbad, California, does hereby
20 authorize a transfer of $125,000 from the Water Enterprise Fund to the General
21 Liability Self-Insurance Fund to cover excess litigation costs incurred in FY 2007-
22 08.
23 ///
24 ///
25 ///
26
27
28
126
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
PASSED, APPROVED AND ADOPTED at a Joint Special Meeting of the
Carlsbad City Council, Carlsbad Municipal Water District Board of Directors and
Carlsbad Housing and Redevelopment Commission, held on the 24th day of June,
2008, by the following vote to wit:
AYES: Council Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
l/ORRAl>JE M. WOOD, City Clerk
/(SEAL)
Exhibit 13
1 RESOLUTION NO. 1325
2 A RESOLUTION OF THE BOARD OF DIRECTORS OF
CARLSBAD MUNICIP
APPROVING ADJUST
OPERATING BUDGET
CARLSBAD MUNICIPAL WATER DISTRICT (CMWD),
3 APPROVING ADJUSTMENTS TO THE FY 2007-08
4
5 WHEREAS, the General Liability Self-Insurance Internal Service Fund will not
6
have sufficient budget appropriation to cover the anticipated litigation expenses for the
7
Fiscal Year 2007-08; and8
9 WHEREAS, a transfer is needed from the Water Enterprise Fund to cover excess
JO litigation costs incurred in Fiscal Year 2007-08; and
11 NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
12 Carlsbad, California, as follows:
13 1. That the above recitations are true and correct.
14 2. That the City Council of the City of Carlsbad, California, does hereby
authorize an appropriation and transfer of $125,000 from the Water Enterprise
16
Fund to the General Liability Self-Insurance Fund to cover excess litigation costs
17
incurred in FY 2007-08.18
19
20
21
22
23
24
25
26
27
28
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
PASSED, APPROVED AND ADOPTED at a Joint Special Meeting of the
Carlsbad Municipal Water District Board of Directors, Carlsbad City Council and
Carlsbad Housing and Redevelopment Commission held on the 24th day of June, 2008,
by the following vote to wit:
AYES: Board Members Lewis, Kulchin, Hall, Packard and Nygaard.
NOES: None.
ABSENT: None.
ATTEST:
/SEAL)
, Secretary
All Receive-Agenda Item # I >
For the Infonnation of the:
June 23 2008 CITY COUNCILj une z j , 2uu«
Date tep^fr City Manager
To: Mayor and City Council "
From: City Manager
Re: Program Options for the 2008-09 Operating Budget
Attached are four program options that will be presented to you during the Operating
Budget presentation tomorrow evening, June 24' . Please let me know if you need any
additional information or have any questions regarding these options.
LHrkd
Attachments
Page 1 of 1
Council Internet Mailbox - funds for VIP
'»»»„From: "Gary Nessim" <g.nessim@att.net>
" <C»™c«@--lsbad.c,us>
^m»^J^79vni* ^^"^""""^»™»Ba
Subject: funds for VIP
City Council
City Manager
c% Attorney
City Clerk
Dear Mayor and Councilpersons,
I wish to state my oposition to funding the VIP with redevelopment or general fund dollars
lire3 and can
new iobs in the Viiia9e and a si9n
flnandna
a more
Wasting money on hiring a VIP executive director to lobby you annually for money i
Gary Nessim
is unwise.
CITY OF CARLSBADCITY CLERK'S OFFICE
file://C:\Documents and Settings\Klmb\Local Settings\Temp\XPGrpWise\4860CFADG...06/24/2008
Page 1 of 1
AGENDA ITEM # I I
Council Internet Mailbox - Use Open Space Money for Open Space! « Mayor
From: "Patricia Bleha" <pcb@sbcglobal.net>
To: <council@ci.carlsbad.ca.us>
Date: 06/23/2008 8:51 PM
Subject: Use Open Space Money for Open Space!
City Council
City Manager
City Attorney
City Clerk
To Carlsbad Mayor Lewis and City Council Members, Why not change course and actually listen to your
constituents this time? Maybe you could even earn a little respect by doing something for posterity, namely using
the money that we taxpayers put aside for open space and trails and using it while land prices are low, and
landowners are WILLING TO SELL. There is still $5 million left of the $35 million we specified for that, so at least
use that for its intended purpose. Our open space committee (which you set up - Lewis is always telling people to
service their city on committees!) prioritized numerous projects all of which you ignored so far! What are you
saving the last $5 million for? A monument to your mismanagement in the form of a new City Hall in the
strawberry fields? Patricia Bleha, 3209 Fosca St., Carlsbad CA 92009
file://C:\Documents and Settings\Klinb\Local Settings\Temp\XPGrpWise\48600CB4GW... 06/24/2008
Page 1 of
Council Internet Mailbox -Open space
From: "Krausz" <krausz@roadrunner.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/23/2008 9:38 PM
Subject: Open space
CC: "Pat Bleha" <Pcb@sbcglobal.net>
Dear Sirs:
I cannot attend the meeting 6/24 but want you to respect the wishes of the citizens of Carlsbad that money set
aside for natural parks and open space be used for that purpose.
Open space is precious and once it's developed into more houses and condos, it's gone forever. We need more
trees and trails, not more streets and cars. Let's make Carlsbad as good as possible for those that live here
rather than trying to sqeeze the last development dollar out of our last remaining natural resources.
Howard Krausz
La Costa, CA .
file://C:\Documents and Settings\Klinb\Local Settings\Temp\XPGrpWise\486017E7GW-... 06/24/2008
From: Elizabeth Kruidenier <liznandy@roadrunner.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/23/2008 11:06 PM
Subject: $5 Million For Open Space Aquisition and Trail Development
Mayor Lewis and Council Members Hall, Kulchin, Packard and Nygaard
In 2002 the Carlsbad voters passed Measure C. $35 Million was set
aside for 4 projects. One of them was to buy more open space and
finish the trails. Not one dollar or even one dime has been
allocated for this cause even though you have dutifully appointed The
Citizen's Open Space Committee. They have dutifully written a plan
and prioritized aquisitions. Now you have shelved their plan and
wasted their time and ignored the work their committee has done.
Instead you have spent $30 Million on your priorities. Your newly
appointed City Manager says Carlsbad doesn't need any more open
space. I thought it was up to the Carlsbad voters to decide this
question and they did with Measure C. $5 Million is left and we want
to use every penny to leverage as much money as we can to acquire as
much open space as possible. We are sick of building a city to suit
our City Council.
It is about time that our wishes were respected. We are sick of
building our city to be a tourist trap/ destination for people in
other countries and other states. We want NO more hotels, no more
traffic and no more excessive beach front development. We want more
open space, more trails and more quality of environmental life instead.
We want to save what's left of our coastal scrub, our lagoons, our
beaches, our canyons and our wildlife. It is what attracted most of
us to Carlsbad in the first place
Liz Kruidenier
3005 Cadencia St
760-944-7417
Page 1 of 1
Council Internet Mailbox - Tonight, Please Fund Open Spaces
•w*«^s^krJ^!^^W^
From: <GIGIAO@aol.com>
To: <mstro@ci.carlsbad.ca.us>, <council@ci.carlsbad.ca.us>
Date: 06/24/2008 11:41 AM
Subject: Tonight, Please Fund Open Spaces
Honorable Mayor Lewis and City Council Members,
We are homeowners living on the slope above the Village H canyon. Recently, we learned the City Council
hasn't purchased any open space lands with the Measure C funds approved by Carlsbad voters back in 2002.
We are very disappointed to hear this and can't understand why this long-delayed promise to the citizens of
Carlsbad has not been kept.
Back in October of 2006, we sent you e-mails to support the report put out by the Open Space Committee to
purchase and preserve as many of these lands as possible. We especially support the OS Committee's
recommendation to purchase and preserve the 3.5 acre parcel of land now zoned for a community facility in the
Village H canyon.
Like all the homeowners living on both the eastern and western slopes of this canyon, we are concerned that
any development of the Village H canyon could compromise the stability of these slopes and lead to damage of
our homes. We believe the best course of action the City of Carlsbad could take would be to purchase and
preserve this 3.5 acre site with the 2002 Measure C fund money set aside for this purpose.
Tonight, please vote in favor of funding the purchases of the open spaces recommended by your Open Space
Committee back int 2006. And in particular, we would like to see the Village H site purchased and preserved for
the benefit of all the residents of Carlsbad.
Thank you.
Sincerely,
Bruce Grouse
E.A. Orlowski
3729 Bennington Court
Gas prices getting you down? Search AOL Autos for fuel-efficient usedI cars.
file://C:\Documents and Settings\Klinb\Local Settings\Temp\XPGrpWise\4860DD64GW... 06/24/2008
Page 1 of
Council Internet Mailbox - Saving Open Space
From: <fkrausz@aol.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/24/2008 1 1 :48 AM
Subject: Saving Open Space
Dear Mayor and Council Members,
As a new citizen of Carlsbad, I am thankful for the privilege of living in this wonderful town. Having
seen what happened to my former home in Los Angeles, I want to urge you to preserve the open spaces
and hiking trails for us and our children and grandchildren.
Alfred Krausz
980 Siverleaf Circle #104
Carlsbad, CA 92009
Get the Moviefone Toolbar. Showtimes, theaters, movie news, & more!
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FOR.
M
OF
QFAX
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Council Internet Mailbox - City Council Meeting Tuesday, June 24, 2008 - Operating & Capital
Improvements 2008-2009 Budget
From: "sandquist2" <sandquist2@earthlink.net>
To: "Council Carlsbad" <council@ci.carlsbad.ca.us>
Date: 06/24/2008 12:48 PM
Subject: City Council Meeting Tuesday, June 24, 2008 - Operating & Capital Improvements 2008-
2009 Budget
CC: "Don Rideout" <rideouts@cox.net>, "Dave Robertson" <daber36@yahoo.com>, "Rick
Ransburg" <rick.ransburg@fourseasons.com>
Mayor and City Council Members:
I am writing on behalf of the Batiquitos Lagoon Foundation (BLF), P.O. Box 130491, Carlsbad,
CA 92013-0491.
In reviewing the proposed 2008-2009 Operating and Capital Improvements Budget for 2008-
2009 that is on the agenda this evening. We are concerned that acquisition of open space and
habitat has not receiving much attention. Since the people of Carlsbad have repeatedly made
it clear that preservation of open space and trails is a top priority, and the fact that there is $
5m is available in the Measure C account, we would like to see at least some funding is
identified for this high priority area. While the BLF understands the current budgetary
constraints facing the all of us and the City of Carlsbad as a result of the current economic
downturn, we feel it is important to have some funding identified so that the City can take
advantage of land acquisition opportunities that continue to come up. In addition, as a result of
the Citizen's Advisory Open Space Committee, their prioritized recommendations, and the City
Council acceptance and endorsement, we must chip away at acquiring these key parcels of
land. As each day goes by, the available land become less and less.
I am also aware of the realities of land acquisition cost, especially in the coastal zone. As we
all know land acquisition is complicated and highly site-specific in terms of issues. I am not
proposing that the City must bear the burden of acquiring land solely with City funds, but
leverage what is available through cost sharing and partnerships with other organizations,
including non-profits like the BLF. As an example, with a letter of support from the City of
Carlsbad, the BLF is about to close escrow on the 18+ acre Mitsuuchi Property at Batiquitos
Lagoon for $2.4M. With this support, the BLF was able to successfully obtain funding support
from the California Coastal Conservancy and California's Wildlife Conservation Board. With
the Council-approved available open space land acquisition list, we were able to acquire a
priority piece of property without having to use any City funding.
The economic downturn can also create a significant opportunity to acquire land at a price
below what the market would normally support. Property owners are now willing to accept
lower prices for their land than they would have a year or so ago. The BLF strongly
recommends that at least some of the $5 million Measure C account funds be allocated to
acquiring open space habitat to show that our government recognizes the high priority the
people of Carlsbad have placed on open space preservation and trails.
The BLF would welcome the opportunity to work with the City to develop innovative strategies
and to leverage available funding to acquire land for open space and trails. Please seriously
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consider providing some funding to allow us all to work together to continue to make progress
in making Carlsbad a great place to live and visit, and enjoy its outdoor treasures. Should you
have any questions or wish to discuss this issue in more detail, please contact me at (760)
918-2408.
Fred C. Sandquist
President
Batiquitos Lagoon Foundation
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Council Internet Mailbox - Preserve Open Space
From: "Margaret Tessier" <mtessier04@earthlink.net>
To: <council@ci.carlsbad.ca.us>
Date: 06/24/2008 2:57 PM
Subject: Preserve Open Space
To the Honorable Mayor and Members of the City Council:
I urge you to allocate sufficient funds to acquire additional land parcels for open space preservation at this
evening's city council meeting.
The quality of life here in Carlsbad in enormously enhanced by the protection and preservation of our open
spaces. Every day I drive to work along El Camino Real. Now bulldozers are grading the land, where one
evening less than a year ago, just north of Cannon Road, I watched a young coyote cross the road from the
lagoon area to the west. Experiences like that are part of what many of us cherish about living in Carlsbad.
Please review the work of the Open Space Committee and act on their recommendations, and use available
funds to acquire more land to preserve for open space.
Sincerely,
Margaret Tessier
Citizen of Carlsbad
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Marilyn Strong - Village H Open Space
From: Briette Hackett <briettehackett@hotmail.com>
To: <council@ci.carlsbad.ca.us>, <mstrd@ci.carlsbad.ca.us>
Date: 06/24/2008 3:24 PM
Subject: Village H Open Space
Honorable Mayor and City Council Members,
As a member of the Board of Directors of the Crest of Calavera Hills HOA, I'm writing to you on behalf of the 108
homeowners who live in this community adjacent to the canyon property known as Village H.
On March 13, 2007 at a city council hearing on open space, the Crest of Calavera Hills HOA wholeheartedly
supported the proposal submitted to the open space committee for the city to acquire and preserve the 3.5 acre
community facility site of open space land in the Village H canyon.
The Crest of Calavera Hills HOA has long been concerned of potential negative impacts to our slope homes should
this site be approved for development, and we have documented this concern to the city council on previous
occasions.
We understand that although the Open Space Committee ranked the Village H 3.5 acre Community Facility Site #
two on the list of open space lands for the City of Carlsbad to acquire and preserve, that no action has been
taken by the City thus far.
We urge you to take action now and re-prioritize your budget to include the purchase of this 3.5 acre site with
the Measure C funds and fulfill your promise to the citizens of Carlsbad to preserve our few remaining open space
lands. Especially since the McMillan Company, the current owner of the property, has expressed to the City
Council that they are willing to sell the land to the City of Carlsbad for open space.
Thank you for your prompt attention to this matter.
Sincerely,
Briette Snook
Board of Directors
Crest of Calavera Hills HOA
Need to know now? Get instant answers with Windows Live Messenger. IM on your terms.
file://C:\Documents and Settings\Mstro\Local Settings\Temp\XPGrpWise\48611196GW-... 06/24/2008
From: <corakeel39@hotmail.com>
To: <Council@[205.142.109.13]>
Date: 06/24/2008 3:36 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
City Council.
**********************************************
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Dear City Council Members,
I am writing to urge you to allocate 5 million dollars specifically for natural lands in Carlsbad, CA.
Specifically what we want this for is for more natural or restored habitat - to be shared with humans.
Natural and restored lands DO draw people into the area when they visit and to move here. We need it,
considering all the building you are going to fill the city with. You also need to listen to the voters and do
your real job for us.
Sincerely,
Peg Crilly
Peg Crilly
t
corakeel39@hotmail.com
Mozilla/4.0 (compatible; MSIE 7.0; Windows NT 5.1; .NET CLR 1.1.4322; .NET CLR 2.0.50727)
72.197.124.89
(06/23/2008) Marilyn Strong - Carlsbad's Open Space Page 1
AGENDA ITEM #
From: "Tamara Goldsby" <tgoldsby@ucsd.edu> c: Mayor
To: <council@ci.carlsbad.ca.us>, <mstro@ci.carlsbad.ca.us> City Council
Date: 06/22/2008 8:49 AM City Manager
Subject: Carlsbad's Open Space City Attorney
City ClerkDear Mayor Lewis and City Council Members,
Carlsbad is a beautiful and unique North County coastal city, in which we
are fortunate to live. The city's open space areas are a very large part
of its beauty and quality of life.
Measure C was passed in 2002, which promised that funds would be allocated
toward natural land acquisition, open space and trails. Please do what's
right and what the people want - and follow through on what the people
voted for.
The actions we take now affect our children and grandchildren. When you
vote on next year's budget, please do the right thing.
Sincerely,
Tamara & Michael Goldsby
Carlsbad residents
From: <chuck.mcdonell@cox.net>
To: <Council@[205.142.109.13]>
Date: 06/20/2008 6:27 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
City Council.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.***
Below, please find the information that was submitted:
Dear Mayor and Members of the Council:
Re: June 24 City Council Meeting
I hope you will be able to allocate some of the Prop C funds this year for habitat protection and restoration.
There are so many worthy projects but I'd like to put in a plug for the El Salto Falls. They're a gem that
was, unfortunately, compromised by Oceanside when the Quary Creek shopping center was constructed.
But you can still play a major role in saving the falls, considered sacred by our earliest settlers, and
declare your unanimous intent to preserve them. Allocating funds for this purpose would go a long way to
make a strong statement that Carlsbad is concerned about protecting our unique natural resource. We
want to continue to live in vibrant communities that understand the value of quality development balanced
with preserving the thing that makes North County special-our natural environment. It's the thing that
draws people here and preserves our property values. We don't want to live in a community that is just
wall-to-wall development. We need quality!
development that respects mother nature as well. Please develope where it makes sense but don't
forget to allocate Prop C funds toward the preservation of the ever-dwindling undeveloped, natural habitat.
Once it's gone, it can never be recovered. Let our future generations write about our wise leaders who
understood the importance of balance between nature and development. That the air we breath and
views we see are there because you made the decision today to continue allocating funds for preserving
key undeveloped lands in a natural state and encourage habitat restoration. As time goes on, the dollar
will shrink and make it more difficult than ever to take such actions in the future. Please act now to
preserve El Salto Falls and as much of the other natural, irreplaceable habitats as possible. Thank you for
your time and consideration. Sincerely, Chuck & Sue McDonell 760.754.6708
Chuck McDonell
>
chuck.mcdonell@cox.net
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70.181.252.231
From: <schoolnursesue@gmail.com>
To: <Council@[205.142.109.13]>
Date: 06/21/2008 7:48 AM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
City Council.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.**********************************************
Below, please find the information that was submitted:
Dear council members,
The reason that Carlsbad is a wonderful place is the sight of open, natural land interspersed with the
housing and urban areas. Please maintain the appeal of Carlsbad by funding Prop C (2002) to provide for
restored habitat of open spaces and trails.
Thank you,
Susan Thayer
schoolnursesue@gmail.com
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CLR 3.0.04506.30)
70.166.13.24
From: Tom Palenscar <tom@troutpals.com>
To: <council@ci.carlsbad.ca.us>
Date: 06/21/2008 3:08 PM
Subject: Open Space
Dear Council Members:
Open Space in Carlsbad is a precious and endangered commodity. In
comparison, roads, business sites, parks, tourist services, staff
incomes and pensions, self promotion, and expansionary "progress"
visions seem to encompass our fair city through its council. Speaking
for my family, many friends, and as your constituent of 35 years,
please support the will of the residents that have enough
restaurants, hotels, stores and highways and use our funds to secure
as much open space as is possible. Your committee produced a plan of
action, let's see you take the prioritized steps toward a balanced
land use policy. Our future will depend not only on city income, but
on the spaces we preserve for natives: plants, animals, air, water,
soil and shade. Let it be.
Sincererly,
Tom Palenscar
From: Joni Ciarletta <jciarlet@ucsd.edu>
To: <council@ci.carlsbad.ca.us>
Date: 06/23/2008 7:45 AM
Subject: Allocate Funds to Open Space Preservation!
Dear City Council:
I have been a Carlsbad resident for over 13 years and have paid
plenty in property taxes. In that short time I have seen our
beautiful hillsides taken over by rampant development. In 2002, we
voters passed Measure C which was supposed to include open space in
the options for spending city reserve funds. To date, nothing has
been spent on open space.
I understand about $5 million is left in these funds. Please do what
the voters have asked you to do and allocate these funds to
preserving the little bit of open space we still have left. The
birds, animals and plants of our beautiful city will thank you for it.
Sincerely,
Joni Ciarletta
Concerned Citizen
Carlsbad Resident
Member, Buena Vista Audubon Society
Volunteer, Project Wildlife
(06/24/2008) Lisa Hild^
Page 1
Lisa Irvine
Lisa Hildabrand
06/24/2008 3:32 PM
ArtSplash Follow Up
33 VO WD1
:aqj jo UOIIBUUOJUI aifl TOJFrom:
To:
Date:
Subject:
the Sof Carlsbad is the primary cash sponsor and the majority of the other sponsors are with in-kind services.
^^^^
grants.
The insurance ($5 000) for the event is covered by the Rotary. In addition to water, Poseidon has contributed $1,000.
other sponsorships as well.
the schools to help fund arts and music programs.
Please let me know if you have any questions regarding this information.
Lisa Irvine
Finance Director
City of Carlsbad
760.602.2430
CITY OF CARLSBAD
CITY CLERK'S OFFICE
June 24, 2008
CITY OF CARLSBAD
CITY CLERK'S OFFICE
All Receive
For the Information of the:
CITY COUNCIL
Assti CM_CA_cXCC ix
Date&/c£!City Manager
TO: CITY MANAGER
FROM: Finance Director
VIA: Deputy City Mana
RESPONSES TO COUNCIL'S QUESTIONS REGARDING FY 2008-09
BUDGET
I have received several questions and requests for information from the City
Council regarding the FY 2008-09 Proposed Budget. The questions and
responses are outlined in this memo.
1) Provide a comparison of the Recreation Fees outlined in Schedule A of the
Master Fee Schedule between FY 2007-08 current and FY 2008-09
Proposed.
See Attachment A.
2) With regard to ArtSplash, do the restaurants donate the food for the "Taste at
ArtSplash" portion of the event?
The restaurants donate their time as well as the food and supplies for the
"Taste at ArtSplash."
3) Provide the departments that are replacing vehicles in FY 2008-09.
See Attachment B.
4) Why are we moving forward with the Avenida Encinas Road construction
project?
There are two sections of Avenida Encinas which need to be widened to
full width standards: the stretch just south of Palomar Airport Road and the
portion adjacent and across from the Poinsettia Coaster Station. These
segments were added to the recently adopted TIF program and included
in the buildout CIP.
After conferring with the Engineering Design Division, the need to widen
the portion south of PAR was predicated on the current processing of the
Coastal Rail Trail and the need to provide for a retaining wall to Avenida
Encinas. Therefore, to coordinate the timing of the Coastal Rail Trail and
June 24, 2008
Page 2
the widening of Avenida Encinas, staff proposed to fund the project in FY
08/09. Unfortunately, NCTD guidelines seem to preclude the construction
of the Coastal Rail Trail within the existing railroad right-of-way. Staff is
currently working through this issue but it is unclear whether the City will
receive approval from NCTD to encroach within the right-of-way. If NCTD
does not allow for the inclusion of the bikeway in the railroad right-of-way
there would be no reason to fund or build the widening project.
Another factor to consider is the potential of increased traffic from
proposed development along Avenida Encinas. Future traffic counts and
operations at the intersection may require the widening be performed
independent from the Coastal Rail Trail. In this case, staff would
recommend funding the intersection widening project.
With this current status and the possibility the project may not be built in
the near future, staff is recommending rescheduling the appropriation for
the Avenida Encinas/PAR project to FY 09/10. Engineering staff will
review the status of both projects annually during the development of the
CIP. If the projects start to move forward, staff would recommend moving
the appropriation to accommodate the construction. However, if there is
no resolution with NCTD, the project can be rescheduled to a later date.
During the Citizens Workshop on June 12, 2008, a citizen asked about how
much water the City plans to purchase from the desalination plant. While the
written summary of the workshop stated approximately 50%, a more accurate
response is while the City could purchase up to 100% of its water from the
desalination plant, the amount has not yet been determined.
Please contact me if you have any questions regarding the information included
in this memo.
LISA IRVINE
Finance Director
Attachment A: Schedule A of Master Fee Schedule FY 2007-08 and FY 2008-09
Attachment B: Vehicle Replacement List
Attachment A
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 "8"
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
June 2008
FACILITY FEE SCHEDULE AND CLASSIFICATIONS
Schedule A
Changed Fee
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 B
CATEGORY
C D
Auditorium N/C 20 30 50 65 85
Recreation Hall (Kitchen included)N/C 20 30 50 65 85
Community Room N/C N/C 15 20 30 45
Stagecoach/Ccilavera 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
Cleaning Charge on Parties >100 people
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
$120 (Categories B-F)
Facilities Continued
Aviara Park (Hourly Rates)
LOCATION
Meeting Room
A
N/C
B
N/C
CATEGORY
C D E
| $ 10 $ 15 | $ 20 | $
F
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/G
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
PARKS/PICNICS
Group Sizes 1-100 /101 +
Stagecoach, Calavera Hills, Aviara, Pine Amphitheater or Picnic Structure,(Hourly Rates)
LOCATION
Covered Picnic Areas
A B
N/C | $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 Prqeessiin^ Fee
Security Staff Prt«iesislrQ Fee < >
Staffing Fee (with exception of Swim
Complex)
Inflatable Party Jump Permit
CATEGORY
A B C D E F
/• •; .•.- ;v - „ ••'•.'• • •• •'<••.-••• A$2$pe£event^v'^., '•..-• i;-;,- ••• ••
"••-."';"'"• '"-'i--:-\:y"xW: -v'jjsjfii psr everit-i;-.- >:.••".• i^lSlSli-.:
$1 7 per hour (Categories B - F)
$10 - Resident / $20 - Non-Resident (Categories B - F)
OR/G/M
ATHLETIC FIELDS
Natural Turf (Hourly Rates)
LOCATION
Day Use
Non-Resident (Per Player)
Lights
Snack Bars
OffSea&JtWeltfUidFee -
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
' ,<-• -'-'-"I -'•"-' >A $3perHotif(Clii^dry8)'*1-'"'*>r^)"il1
$ 35
N/C
$ 40
$ 12
•-, '" '
Synthetic Turf Field Use Fees (Hourly Rate)
LOCATION B
CATEGORY
C D
Day Use N/C N/C $25 $55 65
Lights N/C $65 75
Snack Bars N/C N/C 10 12
CI inics/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
Si 1 2
Tournaments (Hourly Rate)
LOCATION B
CATEGORY
C D
Day Use N/C N/C $15 $20
Lights N/C 15 20 30
Snack Bar N/C N/C $5 $12
TENNIS COURTS
Tournament Play Only (Hourly Rate Per Court)
LOCATION
Carlsbad High School
A B C D E F
N/C N/C $OO $ 4 $ 6 $ 9
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)
CATEGORY
A B C D
N/C $
N/C $
8 $ 8.50
80 $ 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-Re's".
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
CITY OF CARLSBAD
FEE SCHEDULE
GENERAL CITY FEES AND CHARGES
June 2007
FACILITY FEE SCHEDULE AND CLASSIFICATIONS
Schedule A
Set up and clean up time is included as rental time. There is a $200 (minimum) refundable
cleaning/damage deposit for each rental, except for Carrillo Ranch rental or a tournament rental,
where a $500 refundable cleaning/damage deposit is required. There is a $1,000 refundable
cleaning/damage deposit for a Synthetic Turf Field rental.
Fees are based on an hourly rate, with a two-hour minimum.
A $50 non-refundable security deposit is required per rental (facility or park). The $50 security
deposit will be applied to the total cost of the rental, and will not be refunded if the reservation is
canceled. If the total rental amount is lower than $50 then the difference wilr be refunded after the
rental has occurred.
FACILITIES
Building rentals include use of tables, chairs, microphone and podium (if available), except for Carrillo
Ranch.
An extra staffing fee of $15.00 per hour, per staff person is required for all recreation usages when staff
is brought in to support rental and after regular operating hours. All users must pay the $15 per hour per 100
people staffing fee.
Harding Community Center (Hourly Rates)
LOCATION
Auditorium
Recreation Hall (Kitchen included)
Community Room
CATEGORY
A B C D E F
N/C
N/C
N/C
15
15
N/C
25
25
15
50
50
20
65
65
30
85
85
45
Stagecoach/Calavera Hills Community Centers (Hourly Rates)
LOCATION
Gymnasium
1/2 Gym Rental
Activity Room
Multi-Purpose Room
Kitchen
CATEGORY
A B C D E F
N/C
N/C
N/C
N/C
N/C
30
15
15
N/C
N/C
40
20
20
15
10
50
25
35
20
15
80
40
50
30
25
105
50
65
45
35
Safety Center (Hourly Rates) (Hourly Rates)
LOCATION
Fox Meeting Room
Palowski Meeting Room
CATEGORY
A B C D E F
N/C
N/C
15
15
20
20
25
25
40
40
50
50
June 2007 Attachment 1-1
Magee Park (Hourly Rates)
LOCATION
Heritage Hall (Kitchen included)
Granary
CATEGORY
A B C D E F
N/C
N/C
15
N/C
20
13
45
15
65
25
75
30
Senior Center (Hourly Rates)
LOCATION
Auditorium
Dining Room
Kitchen Warming
Kitchen Full Service
Art Room
Dance Studio
Activity Room
CATEGORY
A B C D E F
N/C
N/C
N/C
N/C
N/C
N/C
N/C
30
30
5
15
15
20
30
40
40
10
20
20
25
40
55
55
15
30
25
30
55
70
70
20
35
30
35
70
95
85
25
40
35
40
95
Aviara Park (Hourly Rates)
LOCATION
Meeting Room
CATEGORY
A B C D E F
N/C | N/C | 10 15 20 | 25
Carrillo Ranch (Daily Rental Fee)
Rentals of five hours or less will be charged half of the daily rental fee. There will be a $75 charge
for each additional hour.
LOCATION
Cabana & Pool Area
Patio Area
Barbeque
CATEGORY
A B C D E F
N/C
N/C
N/C
$575
$230
$50
$690
$345
$60
$810
$460
$75
$985
$575
$95
$1.155
$690
$120
Picnic Rental Prices Group Sizes 1-100/101 +
PARKS
There is a three-hour minimum for use of Park & Picnic Rentals.
Any organized events at parks will be charged an open space fee.
There will be a $10 fee for residents and a $20 fee for non-residents for an inflatable attraction permit.
Holiday Park (Hourly Rates)
LOCATION
Gazebo/Covered Picnic Area
A
NC/NC
B
| 8/12
CATEGORY
C D E
| 14/19 | 18/30 24/38 |
F
38756
Stagecoach, Calavera Hills, Aviara, Pine Amphitheater or Picnic Structure (Hourly Rates)
LOCATION
Covered Picnic Areas
CATEGORY
A B C D E F
NC/NC | 8/12 14/19 | 18/30 24/38 38/56
June 2007 Attachment 1-2
Poinsettia, Hidden Canyon, Magee, La Costa Canyon Upper Area, Laguna Riviera & Open Space (Hourly Rates)
LOCATION
Uncovered Picnic Areas
Open Space
CATEGORY
A B C D E F
NC/NC
NC/NC
6/8
6/9
10/11
10/12
12/15
12/16
17/24
17/25
27/36
27/37
BALL FIELDS/SOCCER FIELDS
Day Use for the Softball fields and tennis courts is from 8:00 a.m. until dark. An additional amount is charged for
lights.
A minimum of two-hour staffing fee charge will be assessed for field preparation, and subject to staff availability.
A $5 fee will be assessed each non-resident player on teams and/or organizations in classifications "B" and "C" that
reserve ball fields in excess of 30 calendar days per season.
Inflatable astrojumps are prohibited from use on synthetic turf.
(Hourly Rates)
LOCATION
Day Use
Lights
Snack Bars
CATEGORY
A B C D E F
N/C
N/C
N/C
N/C
8
N/C
N/C
15
5
15
20
8
20
25
10
25
30
12
Synthetic Turf Field Use Fees
($1,000 refundable deposit required)
LOCATION
Day Use
Lights
Snack Bars
CATEGORY
A B C D E F
N/C
N/C
N/C
N/C
8
N/C
15
25
5"
20
30
8
25
35
10
30
40
12
CLINICS/CAMPS
LOCATION
Day Use
Lights
Snack Bar
CATEGORY
A B C D E F
N/C
N/C
N/C
5
10
N/C
10
15
5
15
20
8
20
25
10
25
30
12
TOURNAMENTS
($500 deposit required)
LOCATION
Day Use
Lights
Snack Bar
CATEGORY
A B C D E F
N/C
N/C
N/C
N/C
10
N/C
10
15
5
15
20
8
20
25
10
25
30
12
June 2007 Attachment 1-3
TENNIS COURT (daily fee per court)
LOCATION
Carlsbad High School
Poinsettia/Stagecoach/Calavera
Laguna Riviera
No Tournament Play or Clinics Allowed
CATEGORY
A B C D E F
N/C
N/C
N/C
N/C
N/C
N/C
L 20
15
10
30
20
15
40
25
20
60
35
30
SWIM COMPLEX (WHOLE POOL)
For the Swim Complex, if clean-up or more than two lifeguards are required, a staffing
fee of $20 per hour per staff is charged.
(Hourly Rates)
LOCATION
Pool
A
N/C
B
$50
CATEGORY
C D
| $50 | $50
E
| $100 |
F
$100
June 2007 Attachment 1-4
•g Key Department
CITY OF CARLSBAD
PLANNED MAJOR CAPITAL OUTLAY ITEMS 2008-2009
(Greater than $10,000)
Item Description
Attachment B
Qty
One - Time
Cost
6215061 VEHICLE REPLACEMENT
Public Works - Trees
Community Services - Senior Ctr
Public Works - Parks Maintenance
Public Works - Street Maintenance
Public Works - Parks Maintenance
Public Works - Parks Maintenance
Public Safety - Police Prop Evidence
Public Works - Parks Maintenance
Public Safety - Police Traffic
Public Works - Parks Maintenance
Public Works - Water Ops
Public Works - Parks Maintenance
Public Safety - Police Canine
Public Safety - Police Field Ops
Public Safety - Police Field Ops
Public Safety - Police Field Ops
Public Safety - Police Field Ops
Public Safety - Police Traffic
Public Works - Street Lighting
Community Services - Senior Ctr
Public Works - Sewer Ops
Public Works - Water Ops
Diesel Engine Retrofits to meet State of CA Air Resources Board
Mandates
Stumpcut, Small (Dosko, RC14SP)
Bus, Small (Ford E350) 9 Passenger
Truck, 5 CuYd Dump (Ford F800)
For klift, Large (Caterpillar V50D)
Truck, 1 T Utility (Dodge Ram 3500C)
Chipper (Vermeer 1230)
Van, Mini (Chevrolet Astro)
Truck, Turf (Cusman 630)
Motorcycle, Full Size BMW (BMW R1150CHP)
Mower, Riding Large (Toro 4000D)
Pickup 3/4 T 4x4 (Dodge Ram 1500)
Mower, Riding Small (Toro Zmaster 325)
SUV, Full Size 4x4, Police (Ford Expedition 4x4)
Sedan, Police (Ford Crown Victoria)
Sedan, Police (Ford Crown Victoria)
Sedan, Police (Ford Crown Victoria)
Sedan, Police (Ford Crown Victoria)
Sedan, Police Traffic (Ford Crown Victoria)
Truck, Aerial Large (Ford F550)
Bus, Large (Ford E450) 21 Passenger
Truck, 1 T Utility (Ace Rpl) (Ford F350)
Pickup 1/2 T (Chevrolet Silverado 1500)
Subtotal Vehicle Replacement
3
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
1
25
50,000
13,000
45,000
82,000
21,000
30,000
29,000
23,000
18,000
25,000
55,000
27,000
25,000
38,000
36,000
36,000
36,000
36,000
36,000
120,000
60,000
30,000
21,000
892,000
H:\Budgets - CIPVBudget 08-09U.T Binder Documents\Budget Overview Summary 08-09.xls - Capital Outlay Requests >1fflfi3/2008
JUN 2 4 2008
O
CITYOFCARLSBAL
CITY CLERK'S OFFICE
story and Status of the
n (Space Acquisition Program
l Keceive-Agenda Item #Jl_
For the Information of the:
CITY COUNCIL
Asst.
•~Jate City Manager
In October 2005, the Open Space Committee was formed to derive
a ranked list of properties for possible City acquisition and open
space preservation;
In March 2007, the City Council accepted the Open Space
Committee Final Report. All owners from the properties listed in the
report were contacted and asked if they would be interested in
selling the property.
Of the 13 properties contained in the Final Report, only four
expressed interest in discussing sale to the City:
Calavera Hills Village H
Mitsuuchi Property
Poinsettia Vernal Pools
Brodiaea Preserve
At their workshop on September 19. 2007. City Council gave staff
direction to:
1. Continue working with Calavera Hills Village H and
Mitsuuchi property owners on possible acquisition;
2. Evaluate three additional areas for possible acquisition:
State properties (PAR & Carlsbad Blvd)
South Agua Hedionda Lagoon properties
Sunny Creek properties
(there are a total of ]9 individual parcels are contained
in these three areas).
During Fall of 2007, staff met with representatives from Calavera Hills
and Mitsuuchi properties and analyzed the three additional areas
according to the Open Space Committee's ranking criteria.
On January 7, 2008. staff distributed the Final Report on the three
additional areas, along with an update on the acquisition efforts for
Calavera Hills and Mitsuuchi properties. While the City offered to
participate financially in the Mitsuuchi property acquisition,
additional funds were secured by the Department of Fish and Game
and the property was acquired without the need for City
expenditures.
On February 20, 2008, City Council conducted another workshop to
review the new report and discuss acquisition efforts. As with the
original Report, all owners from the properties listed in the new report
were contacted and asked if they would be interested in selling the
property.
Of the 19 properties nominated for acquisition, only one property
owner, Chase Coman, expressed an interest in discussing the sale of
his property for open space preservation. City Council directed staff
to continue to discuss possible acquisition with willing sellers and
continue to work with other agencies and organizations to leverage
acquisition funds and efforts.
Since February 2008, staff has continued discussion with those
property owners with possible interest in selling. Staff also periodically
sends letters to all property owners on the ranked list, inquiring if they
would be interested in discussing possible sale. Approximately six
months has passed since the property owners were last contacted -
staff is preparing inquiry letters for redistribution in the next month.
In addition to the efforts above, the City has submitted an
application for Section 6 Land Acquisition Grants the past two fiscal
years. The grants require matching funds from the City. Despite the
fact that the City has an adopted HMP, we have not been
successful in winning these grants so far.
The City also continues to facilitate the open space acquisition
efforts of other agencies and organizations, as evidenced by staff's
participation in the Mitsuuchi property negotiations and meetings
with Caltrans about possible acquisition of the Mariner's Cove and
Hanson Aggregates sites.
PROGRAM OPTION
ArtSplash
Overview
ArtSplash has been an annual event in the City of Carlsbad since 2002. ArtSplash is a free two-
day family-friendly community event. Typically, ArtSplash consists of chalk art, stone sculpture,
mosaic, rock stacking, graffiti art, fine art, and sand sculpture. The 2008 proposal also includes
the third year of "Taste of ArtSplash" - an event featuring local restaurants on Saturday, and the
Fern Street Circus performing on Sunday.
ArtSplash showcases local artists and is free to the public and will be held September 20 and
21st. The purpose of this event is to bring residents and visitors together to celebrate Carlsbad
in a creative forum. The event is held annually and organized by a volunteer group of Carlsbad
residents with the goal of having a fun cultural event within the City.
In past years the City Council has authorized financial and in-kind support for ArtSplash.
ArtSplash received Community Activity Grants from Council for three years, the maximum
allowed. ArtSplash has also received in-kind services. The past several years of in-kind
services have totaled $8,700 in 2004, $7,500 in 2005, $9,900 in 2006, and $9,600 in 2007. The
total expenditures (not including in-kind services) for ArtSplash 2007 were approximately
$75,000 with an estimated attendance of 30,000.
The request for 2008 assistance (see attached letter) consists of a $20,000 cash sponsorship
and in-kind services including traffic engineer services, police services, fire inspection,
ambulance service, streets labor, street sweeping (after the event), pressure washing, traffic
control implementation, and a one-man lift. These in-kind services are valued at approximately
$15,000.
Options
Staff has identified three potential options for the Council's consideration.
1. Fund the request as presented. Authorize the $20,000 sponsorship and the in-kind
services. This would require a transfer of $35,000 from the Council's contingency
account.
2. Fund either just the cash request of $20,000 or the in-kind services of $15,000.
The appropriate amount of money would need to be transferred from the City Council
contingency account.
3 Fund with a 4:1 match or other ratio as Council deems appropriate. The 4:1 match
would mean the organization would need to raise four times the amount from other
sources, than is being requested from the City of Carlsbad.
4 Provide no funding. Council could choose to not provide any support to ArtSplash at
this time.
I 1
March 4, 2008
Lisa Hildabrand
1200 Carlsbad Village Drive
Carlsbad, CA 92008-1989
Dear'Lisa,
1 would like to request thai the City of Carlsbad help financially secure the sustainability of ArtSplash with
a S20.000 sponsorship.
Additionally, 1 would like your help with "in kind" services that include but not limited to police onsite
services, ambulance onsite services, a man lift, street sweeping and re-striping, a traffic control plan and
sand pickup and delivery for the sand sculpture.
We will be celebrating the 6th annual ArtSplash on September 20 & 21, 2008. We are very excited about
the wonderful additions to our event this year which are; violin making, cartooning and a 16 foot robotic
giraffe. Our other many facets of art will consist of stone sculpture, mosaic, rock stacking, graffiti, fine art,
sand sculpture and of course chalk art. On Saturday we are again partnering with "Tasie of Carlsbad" and
on Sunday we will have Fem Street Circus performing.
We have drawn from the community to help us continue to be successful, not only in volunteerism, but in
terms of sponsorship money, and partnership. Some of our sponsors are Jimbo's, Grand Pacific Palisades
Resort. LHGOI.AND, Premium Outlets, and Doug & Lori Avis.
I strongly believe that ArtSplash should be an annual event that Carlsbad citizens look forward to in the
fall. ArtSplash is a free event that brings people together to celebrate our Cily and I hope it is viewed as a
worthwhile "gift" to the populace.
The total request for "in kind" services and their costs will be an attachment to the forthcoming agenda bill.
I hope thai you will be able to consider this request for ArtSplash.
Thank you!
Sincerely,
Joni MinngolT
ArtSplash
Co-Founder and Chairperson
ORIGINAL
5620 Paseo Del Norte #127-442 Carlsbad, CA 92008 • (760) 436-2828
info@CarlsbadArtSplash.org • www.CarlsbadArtSplash.org
PROGRAM OPTION
ATHLETIC FIELD USE
OVERVIEW
As part of the annual budget review process in FY 2007-08, the Recreation Department proposed an
increase in the category D non-resident not for profit athletic field use fee from $15 per hour to $25 per
hour. This recommendation was made after a careful review of the fees comparable municipalities
charged non-resident user groups, as well as taking into consideration the outstanding quality of
Carlsbad's athletic fields, maintenance and other services provided.
During a recent review of various user groups, staff discovered that North County Senior Softball
(NCSS), a "D" category non-resident group had been using the athletic fields at Calavera Hills
Community Park since 1994 for $5 per game, not the $15 per hour rate previously approved by Council
in FY 2002-03 for the use of Calavera athletic fields only. In an effort to apply the Council approved
fee equally to all "D" category user groups, staff notified NCSS that they would be affected by the
proposed FY 2008-09 fee increase and their athletic field use fee would increase from $5 per game to
$25 per hour effective August 1, 2008.
NCSS responded to staff that the proposed $25 per hour fee increase would impose a .'significant
financial burden on its organization. At the City Council meeting of June 10, 2008, seve!.al NCSS
participants spoke of the merits and benefits of senior Softball and asked the Mayor and Council
members to reconsider the proposed fee increase and perhaps even waive the existing $5 per game
fee altogether.
A recurring theme raised by NCSS representatives at Council was that other north county ci':es allow
senior user groups to use their athletic fields free or at a greatly reduced rate. In June 2008 staff
surveyed the cities of Encinitas, Escondido, Oceanside, San Marcos, and Vista. The fees charged for
senior softball are summarized in the following table:
CITY
Encinitas
Escondido
Oceanside
San Marcos
Vista
Carlsbad
CURRENT FEE
$4 Per Day (Resident)
$10 Per Day (Non-Resident)
$7 Per Hour
No Charge
$8 Per Hour
No Charge
No Charge (Resident)
$15 (Non-Resident)
$5 Per Game (Current Rate)
PROPOSED FEE
N/A
N/A
N/A
$14 Per Hour (Recreational)
$22 Per Hour (Competitive)
N/A
No Charge (Resident)
$25 Per Hour (Non-Resident)
fable 1: Senior Softball Fees, June 2008
OPTIONS
Council told NCSS that they would reconsider the proposed fee increase and work with staff to
research and propose various options. Staff presents the following senior Softball athletic field use
alternatives for Council consideration:
1. Charge Council Approved Fee
if approved as part of the FY 2008-09 budget process, NCSS shall pay the full proposed $25 per hour
athletic field use fee applicable to all category D non-resident groups.
Pros: City collects full fee according to approved Master Fee Schedule. General fund revenue is
increased and direct costs... are recovered. Athletic field maintenance opportunities would be
improved resulting in enhanced athletic field conditions at Calavera. NCSS would be permitted
to play on any field available in the City
Cons: This fee increase may be cqst prohibitive to NCSS and may force them to play elsewhere.
2. Utilize Community Activity Funding Grant
If approved as part of the FY 2008-09 budget process, NCSS shall pay the proposed $25 per hour
athletic field use fee applicable to all category D non-resident groups. NCSS could then request the
City Council offset the difference between their current rate of $5 per game rate and the proposed rate
of $25 per hour by authorizing a grant from the City of Carlsbad's community activity funding.
Pros: Treats NCSS similar to othej; special interest groups (e.g. Boy Scouts of America) seeking fee
relief. Fees are collected as.per the approved Master Fee Schedule. Athletic field maintenance
opportunities would be imprpved resulting in enhanced athletic field conditions at Calavera.
NCSS would be permitted to play on any field available in the City.
Cons: A financial investment, which may impact other Community Activity Funding opportunities, will
be required. This is only a short term solution as Council Policy 51 limits Community Activity
Funding to a maximum term of three years.
3. Create a Senior Athletics Category
Create a new "senior athletics" category in the existing Classification of Applicants within the City's
Master Fee Schedule ($5 per hour).
• Limit field use days to Tuesday through Thursday
• Limit field use to the hours of 9:00 a.m. - 12:00 p.m.
• Limit field use to athletic fields designated by the Recreation Director or his/her designee
• User group shall provide minor athletic field maintenance such as dragging the infields,
providing chalk and lining the fields, providing bases, etc.
• Makes a classification for any senior athletic group resident or non-resident
Pros: Creates a new category and solves the proposed fee increase issue.
Cons: Singles out a special interest user group, and creates a fee unique to that demographic. Opens
the athletic fields to all senior athletic groups from throughout San Diego County and beyond,
and does not specifically distinguish between resident and non-resident groups. Results in a
potential loss of approximately $10,000 in general fund revenue annually based on direct costs
related to NCSS use alone. Increased athletic field use, maintenance, staffing and
administrative costs may be expected as a result of this option.
4. Create a Reduced Rate Off-Peak Category
Create a new reduced rate off-peak category use fee available to all athletic field users regardless of
special interest/need group status and residency (with the exception of organized clinics, tournaments,
and camps, which will be charged the full Council approved rate per the adopted Master Fee
Schedule) ($5 per hour).
• Limit field use days to Tuesday through Thursday
• Limit field use to the hours of 9:00 a.m. - 12:00 p.m.
• Limit field use to athletic fields designated by the Recreation Director or his/her designee
• Require that user group provide minor athletic field maintenance, chalk to line the fields, bases
and etc.
Pros: Creates a new category and solves the proposed fee increase issue. Allows the distinction
between resident and non-resident users, and fees may be set accordingly.
Cons: This option may result in increased athletic field use, maintenance, staffing and administrative
costs. There could be a potential loss of approximately $10,000 in general fund revenue
annually, based on direct costs.
FISCAL IMPACT
NCSS currently plays nearly 200 games per year on the athletic fields at Calavera Hills Community
Park at a rate of $5 per game (three hours of athletic field use per game). The Recreation Department
collects approximately $1,000 annually from NCSS for athletic field use. The department's direct costs
associated with ongoing athletic field maintenance, staffing and all associated program administration
costs early $65 per game, or $13,000 per year. The annual general fund subsidy in direct costs alone
amounts to $12,000. The fiscal impact related to each option is calculated using the above
information. A $5 per hour rate is assumed in calculating the fiscal impact of options 3, 4, and 5, and is
subject to Council review and approval.
1. Charge Council Approved Fee
If this alternative is selected, full fees will be charged to NCSS and all other non-resident groups at the
proposed rate of $25 per hour. The annual cost to NCSS for athletic field use will increase from $1,000
to $15,000 per year. The department will realize a net gain of $2,000 over direct costs at this rate.
2. Utilize Community Activity Funding Grant
If this alternative is selected, fees will be charged to NCSS at the proposed rate of $25 per hour, for a
total of $15,000 per year. City Council may then choose to subsidize all or part of the $14,000
difference between what they are currently paying ($5 per game) and the proposed rate of $25 per
hour through the Community Activity Grant Funding program (Council Policy 51). The total cost to the
City could be as much as $14,000 per year to fully subsidize NCSS at their current rate.
3. Create a Senior Athletics Category
If this alternative is selected, NCSS (and any other senior athletic group from throughout San Diego
County) may be asked to pay a reduced fee or no fee at all. For example, if Council were to charge a
reduced $5 per hour rate, then NCSS annual costs would increase from $1,000 to $3,000 per year. In
this scenario, the City's general fund subsidy based on direct costs would amount to $10,000 per year.
4. Create a Reduced Rate Off-Peak Category
If this alternative is selected, NCSS and any other non-resident organization would be asked to pay a
$5 per hour non-resident fee open to all users, not just NCSS. If Council were to charge a reduced $5
per hour rate, then NCSS annual costs would increase from $1,000 to $3,000 per year. In this
scenario, the City's general fund subsidy based on direct costs would amount to $10,000 per year or
more depending on the number of users in this off-peak category.
PROGRAM OPTION
Carlsbad Traffic Calming - Donna Drive and Sierra Morena Avenue
Overview
The Carlsbad Residential Traffic Management Program (CRTMP) was approved by the City
Council on May 8, 2001. This three-phase program specifies a methodology for citizens, in
cooperation with the City of Carlsbad staff, to address speeding and/or cut-through traffic issues
on residential streets. The program culminates when the City Council approves funding for the
design and construction of physical features in the roadway to achieve the desired traffic
calming.
On December 18, 2007, the City Council approved two streets for inclusion on the 2007 Priority
Ranking of Candidate Streets for traffic calming as specified by Step 6 of Phase II of the
CRTMP. These two streets, Donna Drive and Sierra Morena Avenue, were the only streets in
2007 to advance to Step 6 of Phase II and the first streets to be considered for funding under
the guidelines approved in the CRTMP. The Council approved 2007 Priority Ranking of
Candidate Streets lists Donna Drive, with 41 points, as Number 1 and Sierra Morena Avenue,
with nine points, as Number 2. A total score of 100 points maximum is possible.
Construction Costs and Potential Funding
For C.I.P. budgeting purposes, staff developed a preliminary design and estimated the traffic
calming design and construction costs for Donna Drive and Sierra Morena Avenue at $680,000
and $548,000, respectively. This estimate is based upon a preliminary design that includes use
of the traffic calming measures approved by the City Council. However, all-way stop signs are
not included in the plan for either street as these traffic control devices were specifically
excluded from use in the traffic calming program when the program was created. Stop signs
are not considered an effective method for speed control. They are used to assign the right-of-
way. If stop signs were an option, then the project costs could be lowered significantly as stop
signs cost approximately $500 each. The cost estimate for each street is expected to change
as staff works with both neighborhoods towards a final design that is acceptable to the
residents; however, the cost estimate is not expected to exceed preliminary estimates.
Funding Process
The CRTMP specifies that funding availability is dependent upon an analysis of
revenues/expenditures in the yearly budget approval process. If funding is not available for a
traffic calming project(s), the candidate street(s) remain on the priority ranking list for three
years. However, private funding by the residents living on the candidate street is an option.
Under this scenario, residents on the candidate street would pay 100% of the construction
costs, if the citizens select this option.
Options
The following options are available for City Council consideration:
1. Fund one, or both, candidate streets only for design of the traffic calming program in FY
2008/2009. Consultant design costs, including staff time, are estimated at $113,000 for
Donna Drive and $90,000 for Sierra Morena Avenue. Funds could be made available in
Gas Tax Funds, but may require revising the scope and/or timing of other projects to
accommodate these traffic calming projects.
2. Fund one, or both, candidate streets for design and construction of the traffic calming
program in FY 2008/2009 ($680,000 for Donna Drive and $548,000 for Sierra Morena
Avenue). Funds could be made available in Gas Tax Funds but may require revising the
scope and/or timing of other projects to accommodate these traffic calming projects.
3. Do not fund either of the street traffic calming projects. Reconsider Donna Drive and Sierra
Moreno Avenue in the 2009/2010 budget cycle if funding becomes available.
4. Defer the funding decision for Donna Drive and Sierra Morena Avenue until staff processes
changes/revisions to the CRTMP through the Traffic Safety Commission and returns to the
City Council for final approval. Changes to be examined include, but are not limited to:
• Revisions to the CRTMP Ranking worksheet scoring points
• Establishing a minimum threshold level for a street to be included on the Priority
Ranking of Candidate Streets
• Reduce qualifying criteria (warrants) for all-way stop installations in a residential
neighborhood
• Other minor, miscellaneous changes
PROGRAM OPTION
CARLSBAD VILLAGE IMPROVEMENT PARTNERSHIP
Budget Request
The Carlsbad Village Improvement Partnership (CVIP) is requesting a total of $500,000 over a three year
period - $200,000 for both year one and year two, and $100,000 for year three.
The CVIP is an umbrella organization for the Village, providing the ability for all stakeholders to convene and
produce outcomes using a collaborative effort. It is the goal of the CVIP to unify all stakeholders, and form a
mutually beneficial partnership with the City.
CVIP's mission statement reads as follows:
"Carlsbad VIP is committed to creating a vibrant coastal Village through collaborative actions that enhance
the vitality of business, welcome visitors, sustain the health of our residential neighborhoods, and promote a
safe and cohesive community."
Overview
In June of 2005, the City contracted with Kennedy Smith of the CLUE Group to generate a retail market
analysis and develop a Business Development and Marketing Strategy for the Village Area. The intent of
this analysis was to gain clarity on the current economic condition of the Village, develop a business plan for
the area, and define a marketing and promotion strategy.
Business Development and Marketing Strategies were shared with the public at various workshops hosted
by the City in March of 2007. A key finding from this study was the need for a "Mainstreet-type" organization
to serve as a coordinating base for all business revitalization efforts in the Village. In the attempt to form this
new organization, a working group was established in the summer of 2007. This working group was
comprised of Village business owners, property owners, business organizations, and other interested parties
and was facilitated by Kennedy Smith. Through the efforts of this working group, the CVIP's foundation was
established This group developed the name, mission, and general objectives for the CVIP.
Because the CVIP is intended to be a neutral, non-profit organization, the Board of Directors represents a
broad cross-section of the community. The Board of Directors was chosen in the fourth quarter of 2007 and
is comprised of representatives from the following: Carlsbad Village Business Association, Carlsbad
Convention and Visitors Bureau, Carlsbad Chamber of Commerce, Village merchants, residents, and ex-
officio representatives from the City and North County Transit District.
Purpose of Organization
As an umbrella organization that anticipates capturing and building upon the existing strengths of the
community and all of its associated interests for the Village, the CVIP has chosen to expand their target
region to engage the surrounding neighborhoods in the revitalization efforts. Individuals within those
neighborhoods make up a large population of patrons that frequent the Village for goods and services. The
CVIP's boundaries extend to the following:
North of Tamarack Avenue
• West of I-5
• Buena Vista Lagoon
Pacific Ocean
Activities and Timeline
The projected first year expenses for the CVIP are $245,104 with the following stated goals:
• Secure office space;
• Create a measurable work plan;
1 of 3
• Create working groups to meet goals and objectives of the work plan;
• Hire an Executive Director and assistant.
CVIP has requested funding from the City of Carlsbad/Carlsbad Redevelopment Agency to hire staff and
start their operations as an organization. As displayed in the budget (Attachment 1), a majority of those
funds will be used for staff costs. Positions for the CVIP will include an Executive Director and an Assistant
for daily operations. Firm job descriptions for both positions have not been created. However, it is presumed
that the Executive Director will oversee the daily business operations, coordinate all business revitalization
efforts, implement the marketing strategies, and report directly to the Board of Directors.
The CVIP has budgeted $134,800 for employee wages and benefits for the first year. While the CVIP has
not yet negotiated the specific salary for the Executive Director, the following research on Executive Director
salaries is provided for information purposes. Many organizations mentioned that the salary earned by the
Executive Director depended upon two things: (1) experience coupled with associated skills and (2)
membership size. Below is a chart summarizing the research findings:
Organization
Downtown Encinitas Mainstreet Association
Del Mar Village Associatipn
Ocean Beach Mainstreet Association
Santa Monica Main Street Business Improvement Association
Santa Barbara Downtown Organization
San Luis Qbispo Downtown Association
Walnut Creek Downtown Business Association
Executive Director Salary
$52,000; small allowance for benefits
$60,000; no benefits
$65,000; no benefits
$38,400; plus benefits
$90,000; plus benefits
$75,000; plus benefits
$60,000; plus benefits
Once adequate funding is secured, the recruitment for an Executive Director is expected to begin.
Long term goals for the CVIP include the following:
• Establish a Business Improvement District;
• Become self funded through partnerships, fundraiser activities and memberships;
• Show revitalization progress in the form of new unique businesses, increased sales tax revenue,
increased foot traffic for businesses in the Village.
Performance Measurements
Measuring the success of the CVIP will be a challenge. The CVIP anticipates it will increase sales, property,
and transient occupancy taxes for the area through its programs and activities. The City
Council/Redevelopment Commission may wish to request that the CVIP establish performance measures
and that they be measured and reported on a quarterly basis to the Housing and Redevelopment
Department and annual reports to the City Council/Redevelopment Commission.
Funding
CVIP is requesting funding for three concurring years. The breakdown is provided below:
YEAR REQUESTED AMOUNT
FY 08/09
FY 09/10
FY 10/11
$200,000
$200,000
$100,000
The CVIP intends to continue applying for grants and to seek other outside funding. Below are examples of
different funding sources that other Mainstreet-type Associations utilize to finance their operations and could
be pursued by the CVIP:
• Business Improvement Districts;
Matching grants with local government (see example below for matching funds);
2 of 3
• Membership fee/donation;
• Special events (i.e. weekly farmer's market, bi-annual street faire, Oktoberfest).
The City has used matching grant financing in the past for these type of funding requests. For example, in
June of 2005 a program option was approved by the City Council approving a $500,000 donation to the Boys
and Girls Club. The agreement called for a 4:1 match on the $500,000. Thus, the Boys and Girls Club had
to raise/receive $2,000,000 net of fund raising expenses. The Boys and Girls Club has met the goal and the
City is scheduled to provide its matching grant in the near future.
The CVIP have applied and is currently awaiting formal verification of their 501 (c) 3 status. An organization
such as this shall remain intact as long as they are providing benefit to the area and able to continue to fund
operations. It is anticipated that City funding will diminish over time and be replaced by other private
sources.
Options
Staff has identified five potential options for the Council/Commission's consideration:
1 Fund the entire requested amount - Authorize funding for the CVIP as requested: $200,000 for
FY08/09, $200,000 for FY 09/10 and $100,000 for FY 10/11. Require approved performance
measures and reports to the City of Carlsbad/Redevelopment Agency.
2. Fund the year one request of $200,000 with further funding contingent upon performance and a
demonstrated return on investment.
3 Fund a specified amount for the CVIP with a requirement for the CVIP to match at 4:1, or another
ratio determined by the City of Carlsbad/Redevelopment Agency. The 4:1 match would mean the
organization would need to raise four times the amount from other sources, than is being requested
from the City of Carlsbad/Redevelopment Agency.
4. Provide no funding, but request staff to develop an alternative organizational structure that cculd
take advantage of the partnership program envisioned by the CVIP. For example, City of
Carlsbad/Redevelopment Agency staff and other resources could be utilized to implement desirable
programs with the CVIP serving as an Advisory Council.
5 Provide no funding - City Council/Redevelopment Commission could choose to not provide any
financial support to the Carlsbad Village Improvement Partnership at this time.
If the City Council/Redevelopment Commission desires to fund said request, funding for this organization can
be allocated from the Redevelopment Fund Balance, which has a current unreserved fund balance of
approximately $2.58 million. Any funding should be contingent upon the CVIP receiving and retaining its not-
for profit status.
3 of 3
All Receive
For the Information of the:
,.
TO: MAYOR AND COUNCIL MEMBERS Date^pity ManagerJ/^T
VIA: City Manager -
\\
From: Finance Director.
CITIZENS' BUDGET WORKSHOP COMMENTS
On June 12, 2008, a Citizens' Budget Workshop was held at the Faraday Center.
Approximately 13 citizens attended (see Attachment 1 for a partial guest list). The
following is a summary of comments and questions from the workshop for your
information and review.
Q. As a Carlsbad resident who pays my water bill to Vallecitos Water District,
where is my money going?
A. When you pay your water bill to Vallecitos you are paying for the use and
maintenance of that system. None of your water bill payment goes to the City of
Carlsbad.
Q. Are there any developers to help pay for the $4 million widening of El Camino
Real?
A. There are a variety of funding sources that will be used to pay for this project. Traffic
Impact Fee funding is one of the sources which is paid by developers; Transnet
Local and Gas Tax funds are additional sources that are planned to be used. The
widening would bring this road up to the primary arterial status.
Q. What is the status of the desalination plant? Now that a drought has been
declared is there any way to get this expedited?
A. The California Coastal Commission is in the process of reviewing this project and
has not yet approved the project. The City Council is very interested and is ensuring
the City's interests are clearly communicated.
Q. Did the Coastal Commission have a meeting today?
A. There was a meeting today. The item was continued to a future meeting.
Q. Why is the City paying for recycled water at the Bressi Ranch park rather than
the developer? How was it funded?
A. At the time Bressi Ranch was developed it was believed an existing 27" line could be
utilized to deliver recycled water to the area. Bressi Ranch was developed and it
was later discovered that the 27" line could not be used. The developers had
completed their review and permitting process so there was a timing issue. The
project will be funded through the Recycled Water Fund.
Question / Answers from
Citizens' Budget Workshop
June 19, 2008
Page 2 of 4
Q. Once El Camino is widened to help alleviate traffic issues, how many lanes will
it be?
A. It will be 3 lanes each way.
Q. Why hasn't the bike lane (Coastal Rail Trail) been completed especially now
with gas prices the way they are?
A. This project is on the City's plan and staff has been working on it for approximately 6
years. However, it does involve cooperation with the North County Transit District
and the District has a different vision for what they would like near the railroad
tracks.
Q. The CIP includes $5.4 million for the design/review of Cannon Road. This
seems like a waste of money for a road the newspaper says will never be built.
A. Nothing has been spent on the project yet. What is listed in the Capital Project Plan
is some money for the design; however most of the project is on the unfunded list.
We have it listed as a possibility. The funds are scheduled out at Buildout, and no
spending is planned anytime soon.
Q. When the training facility is built at the Safety Center will the skate park be
moved? There needs to be somewhere for kids to go. If it is removed it needs
to be replaced in another location.
A. There is no decision yet on the removal of the skate park. This project is still in the
planning phase.
Q. Is Alga Norte Park going to have aquatics? Is that the portion that was
removed when you say that parts of the recreation portion have been
deferred? Is this the reason for the delay in getting it built?
A. Alga Norte Park will still have aquatics. The Olympic size pool is still being built.
The recreation deferment that was discussed were the water slides and moving
river. Removing these components required redesign of the project and rebidding
which caused the delay. It is scheduled to be bid in the fall and construction to be
started by the end of this year. The ball fields are still included in the park portion of
this project.
Q. How will the decline in assessed values affect the revenues to the City?
A. This decline will affect the amount of revenues the City receives in property taxes.
The County Assessor has estimated that the City of Carlsbad's increase in assessed
values will be approximately 6% and the City is even more conservative by only
budgeting for a 5.2% increase.
Q. When is the City estimating to be built out?
A. We are estimating build out to occur in 2020. However, several things can affect
that date such as the current construction slowdown.
Question / Answers from
Citizens' Budget Workshop
June 19, 2008
Page 3 of 4
Q. With all the development occurring within the City, how are the residents
benefiting? What is the City's financial stability?
A. We have a very diverse economy in Carlsbad that assists us in providing for the
quality of life that is enjoyed. Auto sales, retail and golf industry are all located here
which contribute to our diverse economy. The City has prudent reserves and a very
fiscally conservative approach to budgeting. The City's practice is to spend less
than what the City earns so there are annual savings. We also have 40% open
space which contributes to your quality of life.
Q. What is the reason for raising recreational fees? We pay taxes to operate
recreation and then we are charged a usage fee on top of the tax.
A. As part of our evaluation of fees we look at what other entities are charging for
similar services and try to stay competitive with them. Also, what is paid in taxes is
less than what it costs to provide these services. The programs that have fees are
heavily subsidized and increases are necessary in order to provide the diverse and
robust programming that is offered. The City's taxes do not fully cover the
recreational classes, fields and other amenities; a portion of the cost is paid for from
fees paid by those using the services.
Q. What happens to the water we purchase from San Diego County Water
Authority when we start purchasing the desalinated water instead?
A. We will be purchasing less from San Diego County and replacing it with the
desalinated water. What we get is a little more flexibility with our water system and a
local supply.
Q. The rate increase that you discussed earlier is a pass through cost from San
Diego County. What are we going to pay for desalinated water? Won't we be
in the same situation?
A. A long term contract has been established so that we will pay about the same rate
for desalinated water as we do with the San Diego County Water Authority.
Q. Earlier it was mentioned that the reason for the increase in parks fees was to
stay competitive. How can that be true if other cities aren't charging the
seniors for the use of their fields?
A. Our fee was aimed more at non-residents and not specifically at the North County
Senior Softball League. Teams must have at least a 70% residency rate, and the
teams in this league do not. However, the City is working on a solution for the North
County Senior Softball League. Again, fees are to provide for programs that cannot
be covered within the existing general fund budget.
Q. What percentage of the water will be purchased from the desalination plant?
A. Approximately 50%.
Question / Answers from
Citizens' Budget Workshop
June 19, 2008
Page 4 of 4
Q. Will we receive any taxes from the desalination plant?
A. We anticipate receiving property taxes as well as business license fees.
Q. When will the Pine Avenue Park be finished building?
A. It is in the plan for 2020 or later (at buildout)
Q. Chase Field has a lot of skateboarders. It seems a better use of the
ornamental garden at this location would be a skate park.
A. The group that worked on the plan for this park thought a more passive use for the
park would be better. Also, the neighbors were not happy about the idea of a skate
park at that location.
In addition to the Citizen's Budget Workshop comments, we received several emails
primarily from members of the La Costa Youth Organization. They are requesting that
the City Council reconsider implementing the new Off Season Field Use Fee. The new
fee is proposed to be $3 per hour for resident non-profit sports organizations who
reserve ball fields in the off season. The emails are attached.
Attachments
H:\Budgets - CIPVBudget 08-09\Citizens' Budget Workshop\6-12-08 Citizens Budget Workshop Questions-Answers.doc
From: <jon_stearn@yahoo.com>
To: <Finance@[205.142.109.13]>
Date: 6/11/2008 9:39 AM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Please do not implement the new "Off Season Field Use Fee" as recommended by the recreation
department.
If fields are available, residents should be able to use the fields for the sport of their choice and not be
penalized based on sport choice.! understand their is a priority system for field access based on sports
season.
Thank you for your consideration.
Jon Stearn
Jon Stearn
7818 Corte Macido Carlsbad, CA 92009 USA
jon_stearn@yahoo.com
Mozilla/4.0 (compatible; MSIE 6.0; Windows NT 5.1; SV1; .NET CLR 1.1.4322; .NET CLR 2.0.50727;
.NET CLR 3.0.04506.30; .NET CLR 3.0.04506.648; lnfoPath.1)
199.106.52.17
\D/ I
From: . <bweschnabel@roadrunner.com>
To: <Finance@[205.142.109.13]>
Date: 6/11/2008 9:44 AM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
We were just informed by the LCYO that there is a pending monetary increase in field usage starting in
the Fall that will affect Fall Baseball. As parents, we all try to keep our kids out of trouble and keep them
well-rounded individuals and sports is one way of doing this. If fees for such activities keep being
increased, there will be many families who cannot afford even these simple activities for their children. I
urge you to take this into consideration and not implement this fee increase that will affect so many
people.
Thank you for your consideration,
Wendi
Wendi Schnabel
Carlsbad, California 92009 USA
bweschnabel@roadrunner.com
Mozilla/4.0 (compatible; MSIE 7.0; Windows NT 5.1; .NET CLR 1.0.3705; .NET CLR 1.1.4322; Media
Center PC 4.0; .NET CLR 2.0.50727; Windows-Media-Player/10.00.00.3990)
76.176.224.94
From: <bweschnabel@roadrunner.com>
To: <Finance@[205.142.109.13]>
Date: 6/11/2008 9:44 AM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
We were just informed by the LCYO that there is a pending monetary increase in field usage starting in
the Fall that will affect Fall Baseball. As parents, we all try to keep our kids out of trouble and keep them
well-rounded individuals and sports is one way of doing this. If fees for such activities keep being
increased, there will be many families who cannot afford even these simple activities for their children. I
urge you to take this into consideration and not implement this fee increase that will affect so many
people.
Thank you for your consideration,
Wendi
Wendi Schnabel
Carlsbad, California 92009 USA
bweschnabel@roadrunner.com
Mozilla/4.0 (compatible; MSIE 7.0; Windows NT 5.1; .NET CLR 1.0.3705; .NET CLR 1.1.4322; Media
Center PC 4.0; .NET CLR 2.0.50727; Windows-Media-Player/10.00.00.3990)
76.176.224.94
From: <pdandjharney@aol.com>
To: <Finance@[205.142.109.13]>
Date: 6/11/2008 9:47 AM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Living right next door to the park on Levante at La Costa Heights School I really dont see anything that has
required an increase in fees for usage of the park. The field is horrible, the bleachers are old metal seats
that have been there since the park openend, the bench for the kids to sit on is an old slab of wood full of
splinters and holes, and the slope next to the field is full of rocks and gophers.
I can't begin to believe you are actually thinking that users should pay more to use this field when it has
been neglected by the caretakers of our city.
And yes, I would like to hear your response to this.
Thanks,
Dan Harney
daniel harney
3101 levante stcarlsbad, ca 92009
pdandjharney@aol.com
Mozilla/4.0 (compatible; MSIE 7.0; Windows NT 5.1; YPC 3.2.0)
70.137.91.145
From: <wgmaloney@lee-associates.com>
To: <Finance@[205.142.109.13]>
Date: 6/11/2008 9:50 AM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Please reconsider the field usage fee proposal. The only circumstance under which i would find this
tolerable is if you significantly enhance the condition of fields at locations such as Aviara Oaks, La Costa
Meadows, Mission Estancia.
Thank you.
Bill Maloney
3112 Avenida Olmeda Carlsbad, CA 92009
wgmaloney@lee-associates.com
Mozilla/5.0 (Windows; U; Windows NT 6.0; en-US; rv:1.8.1.14) Gecko/20080404 Firefox/2.0.0.14
99.204.13.41
From: <ca_huskies@hotmail.com>
To: <Finance@[205.142.109.13]>
Date: 6/11/2008 9:51 AM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Hello,
We're writing to express our disapproval of the proposed "Off Season Field Use Fee" of $3 per hour per
field. This fee will directly impact LCYO's Fall Ball season by increasing our registration fee up by a
minimum of $10. We know that this may not sound like a lot but in this time of economic turmoil, including
sky rocketing gas prices, many of us families will not be able to afford signing our children up for baseball.
The ability to play baseball is not only a fun recreational activity but it is a place where kids can learn good
sportsmanship, work as a team, develop friendships, and get much needed physical activity to grow up
and be good, healthy, productive adults.
You may argue that children have other sports that they can do during this time instead of baseball.
You're right, except for our son. He was diagnosed with Dermatographism which is a disorder that effects
his skin. He is unable to play soccer or football (typical fall sports) because of the extremely
uncomfortable reaction of his skin to the required uniforms of these sports. With baseball, he is able to
play with a limited amount of skin reaction. Baseball is his fall sport.
Please reconsider where to obtain the needed money for the city's budget. Reconsider the Off Season
Field Use Fee.
Thank you,
A & D Arm
Carlsbad, CA
Ann & Doug Arm
7929 Los Pinos Circle Carlsbad, CA 92009 United States
ca_huskies@hotmail.com
Mozilla/5.0 (Macintosh; U; Intel Mac OS X 10_4_11; en) AppleWebKit/525.18 (KHTML, like Gecko)
Version/3.1.1 Safari/525.18
76.176.4.146
(,D/ I I/<£UUOI l_l=>a ii vu
From: <heidb@saic.com>
To: <Finance@[205.142.109.13]>
Date: 6/11/2008 10:07 AM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
it1*****'*'*************'*******'***'****************
Below, please find the information that was submitted:
I am dissapointed that you have decided to implement a $10 fee increase on every child/family playing La
Costa Youth Baseball. What baseball improvements are you making with the tens of thousands of
additional dollars?
Brian Heid
Brian Heid
t
heidb@saic.com
Mozilla/4.0 (compatible; MSIE 6.0; Windows NT 5.1; SV1; .NET CLR 1.1.4322; .NET CLR 2.0.50727;
lnfoPath.1)
198.151.12.8
From: <dwhite@mostre.com>
To: <Finance@[205.142.109.13]>
Date: 6/11 /2008 10:09 AM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
City Officials,
As the Director of Baseball for LCYO (Carlsbad's largest youth non profit organization with over 1,600
baseball and softball players), I'm appalled at the proposed "Off Season Field Use" fee of $3.00 per hour
for city fields. This negatively effects the perceived value of our FallBall baseball/Softball program that
runs from Sept to late Nov to the tune of over $4,000. A price increase of over 10%-15% to our players to
cover these costs makes our Fall season/program a less than desirable program. Why penalize your
community to use baseball fields in the off season that can only be used by the sport of baseball...just
does not make sense. Regards, Dean White.
Dean White
i
dwhite@mostre.com
Opera/9.27 (Windows NT 5.1; U; en)
74.206.21.32
(Ol I I/£UUO,| L-I3CI ll vii i
From: <ttuntland@pacbell.net>
To: <Finance@[205.142.109.13]>
Date: 6/11/2008 10:10 AM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance,
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
As a Carlsbad resident I am opposed to the proposed increases to field usage fees as part of the City's
Operation Budget process. Please do not increase the field fees!
ttuntland@pacbell.net
Mozilla/4.0 (compatible; MSIE 6.0; Windows NT 5.1; SV1)
63.196.132.64
I- i^>d ii vn I
From: <rramos41@yahoo.com>
To: <Finance@[205.142.109.13]>
Date: 6/11/2008 10:39 AM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Please do not increase the field usage fees. Some of us can barely afford to put our children in these
types of programs.
rramos41 @yahoo.com
Mozilla/4.0 (compatible; MSIE 7.0; Windows NT 5.1; .NETCLR 1.1.4322; lnfoPath.1; .NETCLR
2.0.50727; .NET CLR 3.0.04506.30; .NET CLR 3.0.04506.648)
208.240.243.170
I I/^UUO/ Lisa M vine - 01 i i
From: <l.i.navarro@att.net>
To: <Finance@[205.142.109.13]>
Date: 6/11/2008 10:45 AM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Please do not add a field use fee. It would hurt great youth programs like LCYO. In this tough economy, it
is hard enough for many families to enroll their children in baseball and softball programs. An added fee
would increase each registration bill by $10, which puts it further out of reach for children who deserve a
chance to play sports and learn teamwork and sportsmanship.
Thanks.
Laura Navarro
1190 Mariposa rd carlsbad, ca 92011
l.i.navarro@att.net
Mozilla/4.0 (compatible; MSIE 7.0; Windows NT 6.0; SLCC1; .NET CLR 2.0.50727; Media Center PC 5.0;
.NET CLR 3.0.04506)
75.32.230.16
rciyc? i
From: <socalhansen@gmail.com>
To: <Finance@[205.142.109.13]>
Date: 6/11/2008 10:52 AM
SIM bject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Regardingt he increased fee required to use the city parks, they are telling us it will mean that each kid
playing baseball will be required to pay an additional $10 with their registration fee. Come on now, there
has to be a better way. Soon you will price all of the ballplayers out of the market and then no one will be
playing on the fields. This is very irresponsible and disappointing.
Jason, Carlsbad
Jason
Carlsbad, 92011 USA
socalhansen@gmail.com
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170.74.0.42
i i/^uuo; uiao M vine - 011 T ur ioM(M_OBMU | OUIN IAU I Ub Page 1
From: <socalhansen@gmail.com>
To: <Finance@[205.142.109.13]>
Date: 6/11/2008 10:52 AM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Regardingt he increased fee required to use the city parks, they are telling us it will mean that each kid
playing baseball will be required to pay an additional $10 with their registration fee. Come on now, there
has to be a better way. Soon you will price all of the ballplayers out of the market and then no one will be
playing on the fields. This is very irresponsible and disappointing.
Jason, Carlsbad
Jason
Carlsbad, 92011 USA
socalhansen@gmail.com
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CLR 2.0.50727)
170.74.0.42
(b/i i/^DU8) Lisa irvme - ui i Y ut- UAKLbbAu | UUN i AU i us Page 1
From: <moyam@sbcglobal.net>
To: <Finance@[205.142.109.13]>
Date: 6/11/2008 12:03 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Hello; As a resident of Carlsbad and parent of a 7 year old son; I feel the implementation of an off season
use fee is an unjust charge that will negatively affect the LCYO programs that utilize these local sports
fields. Considering that the maintenance of these fields continues during the off seasons, there should be
no increase in scheduled maintenance; there for, no justification for this fee. If this new fee is simply a ploy
toward increasing the general budget of the city, find some other area that does not directly affect our
children. Thank you. MAM
Moya Mullins
3101 Sirena Vista Way #136 Carlsbad, CA 92009 USA
moyam@sbcglobal.net
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75.24.182.40
(6/11/2008) Lisa irvine - ui i Y ut- UAKLbbAU | (JUN I A(J I ua Page 1
From: <sheacoop@hotmail.com>
To: <Finance@[205.142.109.13]>
Date: 6/11/2008 12:22 PM
Su bject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
To whom it may concern:
I am writing to you with regards to the proposed fee to be leveled on baseball field use. As a parent of a
little leaguer it is frustrating to me that at every opportunity fees are imposed on children's programs.
During this time of school budget cuts I do not understand why yet another fee is to be imposed on us
parents.
Our children play on school grounds, the fields are hardly adequate. The bathrooms (porta-potties
actually)are dirty and with the exception of Poinsettia Park there are no lights. Poinsettia park while a nicer
facility has a huge parking issue.l would like to know where the proposed fee increase is going to be
used? Is it to maintain at current conditions or is there a need elsewhere that needs to be addressed and
thus the fee? My growing fear is that with additional fees some families may not be able to afford the fees
and as such their children will not have the opportunity to participate on this very worthwhile experience.
Ruth Johnson
2838 Unicornio Street Carlsbad, Ca 92009 USA
sheacoop@hotmail.com
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76.176.180.0
\on i/^uuo; Lisa in/me - ui i T ur U/AKLSBAU | UUN I A(J I Ub Page 1
From: <benjomani@hotmail.com>
To: <Finance@[205.142.109.13]>
Date: 6/11/2008 12:29 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
I would like to go on record against the proposed off-season athletic field use fee proposed by the
recreation department. Organizations like LCYO and CYO do their best to provide reasonably priced
programs for our children in baseball and softball. Efforts to raise revenue via this proposal will do nothing
but have a negative impact on the ability of these organizations to maintain their affordable programs.
They will have to raise their fees. We taxpayers/consumers/normal folk have already been hit hard this
year by staggering gas price increases, food price increases, etc. Please consider my request to reject
the proposed off-season athletic field use fee.
Thank you.
Jim Ellerbrock
3551 Camino Cereza Carlsbad,
benjomani@hotmail.com
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71.138.249.228
(6/11/2008) U-isa Irvine -GUY UK CARLSBAD | CONTACT US Page 1
From: <paulandlaura@roadrunner.com>
To: <Finance@[205.142.109.13]>
Date: 6/11/2008 1:08 PM
SU bject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Hello,
I am amazed at the price Carlsbad charges recreation programs. Sometimes I wonder what exactly our
taxes pay for. After all, we pay outrageous taxes for each public school student and that is suppose to pay
for schools which is where most of our fields are located. When I was growing up in the 80's my parents
only paid $20 for us to play baseball. That may of covered uniform and umpire fees. Now we pay almost
$200 for our child to play baseball. I cannot imagine how others do it with more than one child playing and
I am sure other lower income kids are not able to. I am shocked! I really would like a breakdown of what
our tax dollars are going towards.
Thank you, Laura Smit
a concerned mom
Laura Smit
2617 Colibri Lane Carlsbad, CA 92009 USA
paulandlaura@roadrunner.com
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76.176.12.145
(b/n/2008) Lisa in/me - <JI I Y Uh CARLSBAD I CONTACT US Page 1
From: <edward.white@teradata.com>
To: <Finance@[205.142.109.13]>
Date: 6/11/2008 1:20 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
I really hope you do not increase the use fee for the baseball fields. LCYO already has to charge a lot for
players to join the leagues and adding another $10 per player is going to make it harder to get kids on
teams.
Ed White
8049 Paseo Avellano Carlsbad,
edward.white@teradata.com
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153.65.16.10
(6/11/2008) Lisa Irvine - Cl I Y Oh CARLSBAD | CONTACT US Page 1
From: <jim@plotkingroup.com>
To: <Finance@[205.142.109.13]>
Date: 6/11/2008 1:21 PM
Su bject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
We urge the City to suggest not implementing this new fee.
The City of Carlsbad Recreation Department has proposed increases to field usage fees as part of the
City's Operation Budget process. Of particular interest to the LCYO Board of Directors is the introduction
of a new fee, Off Season Field Use Fee. This new $3 per hour per field fee directly impacts our Fall Ball
season to the tune of $10 per registrant.
Jim Plotkin
Carlsbad,
jim@plotkingroup.com
Mozilla/4.0 (compatible; MSIE 7.0; Windows NT 5.1; .NET CLR 1.1.4322)
69.230.20.206
(6/12/2008) Usajrvine - CITY OF CARLSBAD | CONTACT US Page 1
From: <loriwebster4@yahoo.com>
To: <Finance@[205.142.109.13]>
Date: 6/11/2008 3:34 PM
Su bject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Regarding Field fee increase of $3.00 per hour for LYCO.
It is bad enough that the city of Carlsbad is having difficulty diciphering the importance of family in this
community. Lately it seems that business is at the forefront of their minds. We moved to Carlsbad for the
small town, family oriented environment. Is the field fee increase necessary to the well being of the city?
This will increase each team player that uses this field $10 per season. We believe that the city should
be looking for ways to keep it's increasing population of young children busy, otherwise in the future, we
will have bored teens. That will spell trouble. Let's keep the fees down on the necessary kids activities
and try to increase in the business arena instead.
Lori Webster
6494 Willow Place Carlsbad, CA 92011
ioriwebster4@yahoo.com
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76.176.155.72
(6/12/2008) Lisa Irvine - CITY OF CARLSBAD | CONTACT US Page 1
From: <sdromeros@hotmail.com>
To: <Finance@[205.142.109.13]>
Date: 6/12/2008 5:56 AM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
I'm opposed to the increase in fees for field usage that would effect the cost of playing in leagues that use
the Carlsbad fields. Find another way to raise $$$$$.
tracy romero
sdromeros@hotmail.com
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Version/3.1.1 Safari/525.18
76.176.175.85
LJsa Irvine - v_>i I T ^r v_./-\r\LOD/AU | OVJIN i /AV i uo , aye
From: <thomas.engel@ge.com>
To: <Finance@[205.142.109.13]>
Date: 6/12/2008 9:30 AM
Su bject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
•juk •**"****** A1************ ***********************
Below, please find the information that was submitted:
Please don't increase the price for field usage by LCYO. LCYO does a great job with/for kids. We already
pay fees and taxes for use of these city fields that are designed to be used by these very kids.
Torn Engel
carlsbad, CA 92009
thomas.engel@ge.com
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76.176.68.21
(6/12/2008) Lisa Irvine-Ul I Y Ut-UAKLbbAU i UUN i AU i ut>
From: <thomas.engel@ge.com>
To: <Finance@[205.142.109.13]>
Date: 6/12/2008 9:30 AM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Please don't increase the price for field usage by LCYO. LCYO does a great job with/for kids. We already
pay fees and taxes for use of these city fields that are designed to be used by these very kids.
Tom Engel
carlsbad, CA 92009
thomas.engel@ge.com
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CLR 2.0.50727)
76.176.68.21
L_l»a ii vine - >_.! i i v^i <_./-MM_OLJ/-U_/ i own i /-vo i uo r aye
From: <jwalsh@standard.com>
To: <Finance@[205.142.109.13]>
Date: 6/12/2008 10:57 AM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
RE: OffSeason Field Use Fee
Dear Sir/Madam:
It has come to my attention that the City is considering the possibility of charging for off season field use
as a revenue enhancement initiative. As an active member of the La Costa Youth Organization baseball
league, a parent and a resident of Carlsbad, I am writing to express my opionion that this is a bad idea
and that the Finance Department and Board should not pursue this initiiative.
The fees for LCYO baseball are already very high due to all of the other costs associated with running the
league and adding another $10 per player to the fee (this is our estimated cost of the impact of this
proposed fee) will make playing organized baseball too expensive for many in our city to afford. With the
cost of everything going sky high, another fee would be an unwelcome addition.
Thank you for your consideration.
Regards,
John H. Walsh
Director, Bronco Division
La Costa Youth Organization
John Walsh
7873 Paseo Almendro Carlsbad, CA 92009
jwalsh@standard.com
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12.175.73.170
(6/12/2008) Lisa Irvine - Ke: r-wa: ^i i Y ur
From: Mick Calarco
To: Lisa Irvine
Date: 6/12/2008 1:12 PM
Subject: Re: Fwd: CITY OF CARLSBAD | CONTACT US
Hi Lisa:
Here is an example of the reply I sent to all of those individuals that submitted a comment or concern regarding the
proposed fee increase. FYI.
Mick
Thank you very much for taking the time to contact the City of Carlsbad. We sincerely appreciate receiving your feedback
concerning the proposed fee increases for fiscal year 2008-2009.
The proposed $3.00 per hour, per field charge is for off season day use only. As you may already know, the Recreation
Department recognizes sport-specific priority field use during certain times of the year. Baseball and Softball organizations
have priority in the spring season (January 15 through July 15), and soccer organizations and Pop Warner football has
priority in the fall season (July 16 through January 14).
During the priority period (January 15 through July 15) LCYO and other Carlsbad Resident not for profit sports
organizations are not charged a fee for the use of the athletic fields, and are charged a nominal fee for light use ($8 per
field per hour [current]/ $9.00 per field per hour [proposed]). The $3.00 per field per hour off season field use fee will only
be charged for daytime use during the off season. It will not be charged for nighttime use in addition to the light fee stated
above.
The Recreation Department devotes a substantial portion of its annual operating budget to subsidize, assist with, and
provide athletic fields for Carlsbad resident not for profit sports leagues. In addition, the City currently subsidizes 40% of
actual costs to light the fields at night (this figure is based upon actual rates paid by the city to SDG&E. The Recreation
Department continually strives to be an outstanding community partner and supporter of youth and athletics in the City of
Carlsbad.
It is hoped that the $3.00 per hour per field charge will encourage the various Carlsbad resident not for profit sports
organizations to only reserve athletic field time they actually plan on using, rather than reserving the fields simply because
they are free of charge. Additionally, the proposed fee will help to offset a very small portion the increased costs associated
with administering, scheduling, and maintaining the fields and the youth sports program during year around play.
Again, we appreciate the time that you took to contact us and for your thoughtful input. There are two additional
opportunities to publicly comment on the upcoming budget:
Citizen's Budget Workshop
Tonight, June 12, 2008
6:00 p.m.
Faraday Center
1635 Faraday Avenue
(760) 602-2493
- - And - -
City Council Public Budget Hearing
Tuesday, June 24, 2008
6:00 p.m.
1200 Carlsbad Village Drive
760-434-2959
Should you have any further questions, please do not hesitate to contact me. I may be reached at (760) 434-2859.
Sincerely,
(6/12/2008) Lisa Irvine - Ke: hwd: Cl I Y Ul- CARLSBAD | CONTACT US Page 2
Mick Calarco
Mick Calarco
Recreation Services Manager
Recreation Administration
799 Pine Avenue
Suite 200
Carlsbad, CA 92008
(760) 434-2859 (Main Office)
(760) 434-5088 (FAX)
(760) 802-5857 (Cell)
http://www.carlsbadca.gov/recreation/index.html
Lisa Irvine 6/12/2008 10:38 AM >»
>» Finance Internet Email 6/12/2008 9:45 AM >»
Another one.
(6/16/2008) Lisa Irvine - CITY OF CAKLbbAU | UUIN
From: <jan_matthews@sbcglobal.net>
To: <Finance@[205.142.109.13]>
Date: 6/12/2008 9:50 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
I have just found out that the City of Carlsbad charges LCYO for the usage of the field for baseball. As a
taxpayer, I am appalled at a City like Carlsbad for charging this fee let alone trying to increase it. I am
sure the City of Carlsbad can find another way to increase income than to charge youth organization that
promote health and wellness for children that live in Carlsbad.
Thank you for your consideration!
Jan Matthews
jan_matthews@sbcglobal.net
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75.18.117.185
(6/16/2008) Lisa irvme - ui i T ur v_,Mn.L.oo/-vu |
From: <kaspillane@roadrunner.com>
To: <Finance@[205.142.109.13]>
Date: 6/12/2008 11:39 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Re: Off Season Field Use Fee Affecting LCYO baseball
I do not believe that it is in the best interests of Carlsbad residents to impose an Off Season Field Use fee.
This would directly impact youth sports, and perhaps prohibit many families from participating in them.
We are concerned that our children have too much 'screen time' now - let us not give more disincentives
to have them active and involved in their communities. Raising fees is a knee jerk response to higher
costs. Good management looks for efficiencies, and good value for its taxpayers.
Kathleen Spillane
3138 Verde Ave. Carlsbad, CA 92009 USA
kaspillane@roadrunner.com
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76.176.2.239
(6/16/2008) Lisa Irvine - CITY Ut- UAKL&BMU |
From: <suekauffman@sbcglobal.net>
To: <Finance@[205.142.109.13]>
Date: 6/14/2008 10:33 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
I do not think that you should implement the new $3 an hour field usage fee.
suekauffman@sbcglobal.net
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71.136.64.200
(6/16/2008) Lisa Irvine - CITY Ul-
From: <tallpeople@sbcglobal.net>
To: <Finance@[205.142.109.13]>
Date: 6/12/2008 9:48 PM
Subject: CITY OF CARLSBAD | CONTACT US
A visitor to the City of Carlsbad Web site has completed and posted the "Contact Us" form to department,
Finance.
FOR SECURITY REASONS, DO NOT CHANGE THE SUBJECT LINE.
Below, please find the information that was submitted:
Please withhold the increase in fees for LCYO to pay for the fields in Carlsbad. I think it is a shame that a
City as well off as Carlsbad cannot grant a discount or even waive the fee for field rentals for a youth
organization. Please forward this complaint to the appropriate decision makers to withhold the increase of
this fee.
Thank you!
Jan
tallpeople@sbcglobal.net
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75.18.117.185
2008)
vjr
?6 176.175.235
MPT
-N
CLR 2 0.50727, .NET
All Receive-Agenda Item & I '__
For the Information of the:
CITY COUNCILJune 20,2008 12 _ 51 Asstj
The Honorable Mayor Lewis \^. ._-'-- £j Date, /—^^tyManager,'
Members of the Carlsbad City Co
1200 Carlsbad Village Drive
Carlsbad, CA 92008
Dear Mayor Lewis and Council Members:
The purpose of this letter is to suggest to you appropriate language which could be
adopted by the City Council at its June 24, 2008, meeting should it wish to retain the
current status quo relationship between the City of Carlsbad and the North County Senior
Softball League regarding rental charges for ball fields at Calavera Park as set forth in
our verbal presentations at the Council meeting of June 10,2008. What we propose
essentially continues the understanding we have had with the city for the past 14 years.
As we told you on June 10 our association draws members from all over the north
county with usually 40-45% of the members living in Carlsbad. We use a draft system to
form the teams to assure competitive balance. As a result, a player could be assigned to a
team whose home field is in any one of four cities, regardless of the city of residence,
since we use six fields to play our games. Our games occur twice weekly on Tuesday
and Thursday at 10 a.m. on a continuing basis all year.
Only two of the fields we use are in Carlsbad, two are in Oceanside with one each in San
Marcos and Vista. Clearly we are a unique organization which just does not fit neatly
into any of the classifications of applicants set forth in the current or proposed fee
regulations.
Any fee increase will negatively impact the North County Senior Softball League, a
group of fixed income retirees both men and women, 55 to 88 years old. Many of them
are former military and public service employees.
Given our minimum demand on city resources and the fact that we use the fields at very
low demand times, we feel the current $5 fee for off-peak usage would be a fair fee to
charge our league to cover the administrative costs of city staff.
Therefore, our suggested language is as follows,
"The City Council declares that the North County Senior Softball League shall be
assessed a $5 fee for off-peak usage of the softball fields at Calavera. Further, the North
County Senior Softball League agrees to provide field preparation for our games at
Calavera." This declaration is to remain in effect until modified by future action of the
City Council."
On behalf of all the members of the league and especially those of us who are Carlsbad
residents let me express to each of you our appreciation of the work you and the city staff
are doing every day to keep Carlsbad the truly exceptional city it is.
Sincerely,
TenySheffield,
North County Senior Softball League
All Receive
For the ?n formation of the:
CITY COUNCIL
Asst. CM CA^_CC
Date (epZ&ty Manager
June 19, 2008
TO: CITY MANAGER
VIA: Deputy City Manage^
FROM: Finance Director
Jim and I met with Council Member Hall on June 18 to answer some questions he had
about the Proposed Budget for FY 2008-09. At that meeting we shared with him the
attached information. I've attached 5 copies of the packet for you and the rest of the
Council. Jim and I are available if other Council Members would like us to review the
packet with them as well. Please contact me if you have any questions.
Thartk you,
LISA IRVINEE
Finance Director
Agency Monthly Water Rate Comparison
Del Mar
Poway
Ramona
San Diego
Escondido
Fallbrook
Santa Fe
Vista Irrigation
Carlsbad - Proposed
Oceanside
San Dieguito
Olivenhain
Vallecitos
Carlsbad - Current
$40 $45 $50 $55 $60 $65 $70
March 20r 06/1 ,08
Agency Monthly Wastewater Rate Comparison
Del Mar
Buena Sanitation District
Poway
City of Vista
La Mesa
Encinitas Sanitary Division
Chula Vista
Otay Water District
Lakeside
Vallecitos Water District (2009)
El Cajon
Leucadia Wastewater (2009)
Carlsbad - Option 1
Carlsbad - Current
$0 $10 $20 $30 $40 $50 $60 $70 $80
Actual 2P' "'estimated 2008 06/', JOS
2007-08
Current Rate - Fixed and Variable
$2.17 per unit
0.53 , 24%
1.64 , 76%
DSDCWA/MWD
Rate
H Carlsbad Rate
2008-09
Proposed Rate - Fixed and Variable
$2.56 per unit
0.75 , 29%
1.81 ,71%
ISDCWA/MWD
Rate
i Carlsbad Rate
Change
Per Unit of Water - Fixed and Variable
$ 0.40 per unit
0.23 , 58%
0.17,42%
D SDCWA/MWD
Rate
• Carlsbad Rate
-DRAFT-06/18/2008 9:35 AM
Water Enterprise
2007-08 to 2008-09
Total increase = $3,787,806
16%
26%58%
D Water Purchases
• Replacement
DM&O
Wastewater Budget - FY 2007-
2,739,798 ,
27%
3,100,000,
31%
3,389,550 ,
33%
914,905
9%
DEncina
EWDR
D Replacement
D Operations
Wastewater Budget - FY 2008-09
2,803,981 ,
27%
$6,373,531 ,
62%
$3,220,551 ,
32%
$629,390 ,
6%
DEncina
• WDR
D Replacement
D Operations
06/18/2008
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Assumes Ea jw uown 3 years
With Solutions
HEVENUES
Total Revenues
EXPENDITURES
BASE:
Goals One-time
Capital outlay
Contingency: 2.0%
Transfers
Hosp Grove
Infrastructure replmnt (6.5%)
Golf Course Operations
Advance to SCC
Misc xfers
LLD#1
Total Base
ADDITIONAL BUDGET ITEMS:
Additional Requests
New Facilities
Public Works Center (net)
Public Safety Training Center
Aviara Park Comm Ctr
NE Ballfields (Zone 14)
Alga Norte - open Spring 10 (w/o pool)
Alga Norte Pool - open Spring 10
Alga Norte Fees
Pine Park Comm Ctr
Poinsettia Park-Tennis Courts
Poinsettia Park-Phase 2
Carrillo Ranch Phase 3
Veteran's Memorial Park
Library Learning Center
Library Expansion
Robertson Ranch Park
Business Park (Zone 5)
TOTAL EXPENDITURES
REVENUES OVER (UNDER) EXP
Percent of Budget
Projected
2007-08
ref^wF
4%
121,440
104,107
1.8%
755
851
2,240
275
7,900
450
200
119
118,897
2.8%
*9fej$Ke
3%
- 4t543
4%
Projected
2008-09
3%
125,528
107,762
3.5%
350
1,000
2,511
75
8,159
900
200
525
121,482
3.9%
91
250
~»&;321j82!t
4%
;--..;;Si .,-3 ^705:
3%
Projected
2009-10
' fi§6;830
4%
130,830
112,134
4.?%
350
1,000
2,617
8,504
932
200
731
126,467
4.1%
363
1,040
(724)
94
259
: . 127,500
5%
3,330 I
3%
Projected
2010-11
137,625
s%
137,525
117,752
5.0%
350
1,000
2,751
-
8,939
968
206
1,267
133,233
5.3%
-* 364
726
2,080
(1,447)
445
98
269
136,035
. 1,490 1
1%
Projected
2011-12
t44^78
5%
144,478
123,645
5.0%
350
1,000
2.890
9,391
768
212
1,349
139,605
4.8%
378
556
755
2,162
(1,490)
463
102
415
280
-143,225
5%
1,253}
1%
Projected
2012-13
151, f2B
5%
151,126
129,671
4.9%
350
1,000
3,023
9,823
368
219
1,446
145,900
4.5%
393
578
785
2,249
(1,535)
481
106
432
291
. -149,680
1%
Projected
2013-14
157,985
5%
157,985
135,941
4.8%
350
1,000
3,160
10,269
225
1,539
152,484
4.5%
935
408
601
815
2,335
(1,581)
500
110
448
302
."* 157,357 .
5%
.. . 628 \ '
0%
Projected
2014-15
166; 147
5%
166,147
142,404
4.8%
350
1,000
3,323
10,800
232
1,641
159,749
4.8%
968
423
622
844
2,418
(1,629)
517
114
464
313
. • 164,803
5%
1%
Projected
2015-16
173,516
4%
173,516
149,318
49%
350
1,000
3,470
11,279
239
1,744
167,400
4.8%
1,006
439
h.
877
2,513
(1,677)
538
118
482
k-
325
*
1 72,666
5 /o
850 j
0%
Projected
2016-17 +
182,92t>
5%
182,920
156,426
48%
350
1,000
3,658
1 1 ,890
246
1,753
175,323
4.7%
1,041
455
669
465
231
908
2,602
(1,728)
557
122
499
365
337
600
300
300
1 83,047
0%
GENERAL FUND BALANCE (unreserved, undeslgnated)
Fiscal Year Ending
Beginning
VLF payback or State action
Loan from PIL-sw for Poinsettia
Golf course Advance
Carryforwards
Rev over exp at % of bdgt
Public Safety Training Center
Ending fund balance
40% of budget
Average fund balance
Change in Ave fund balance
2007-08
52,692
(4,000)
4,543
(12,000)
53,235
46,759
52,964
5.7%
2008-09
53.235
3,705
56,940
48,729
55,088
4.0%
2009-10
56,940
3,330
60,270
51,000
58,605
6.4%
2010-11
60,270
4,000
1,490
65,760
54,4 14
63,015
7.5%
2011-12
65,760
1,253
67,013
57,290
66,387
5.4%
2012-13
67,013
1,446
68,459
59,872
67,736
2.0%
2013-14
68,459
628
69,087
62,943
68,773
1.5%
2014-15
69,087
1,344
70,432
65,92?
69,759
1.4%
2015-16
69,087
850
69,937
69,067
69,512
1.1%
2016-17 I
70,432
(,27)
70,305
73,2 19
70,368
0.9%
Revenues over (under) Expenditures
.
'04 '05 '06 '07 '08 '09 '10 '11 '12 '13 '14 '15 '16 '17
:>.ssumes ti;on Slow Down 3 years
Revised Growth Projections
[REVENUES
Total Revenues
(EXPENDITURES
BASE:
Goals One-time
Capital outlay
Contingency: 2 0%
Transfers
Hosp Grove
Infrastructure replmnt (6.5%)
Advance to SCCRDA
Misc xfers
LLD #1 Transfer Portion Only - Advances are in
Total Base
ADDITIONAL BUDGET ITEMS:
Additional Requests
New Facilities
Civic Center (net of vacated facilities)
Public Works Center (net)
Public Safety Training Center
Aviara Park Comm Ctr
Alga Norte - open Spring 1 1 (vv,'u pool;
Alga Norte Pool - ojy?n Sprin'i 1 1
Alga Norte Fees
Pine Park Comm Ctr
Poinsettia Park-Tennis Courts
Poinsettia Park-Phase 2
Carrillo Ranch Phase 3
Veteran's Memorial Park
Library Learning Center
Library Expansion
Robertson Ranch Park
Business Park (Zone 5)
[REVENUES OVER (UNDER) EXP
Percent of Budget
Projected
2007-08
•^fjnfff??
2.8%
120.183
104.449
2.1%
755
851
2,240
275
7,900
0
Salance Calc
118,470
2.5%
Projected
2008-09
^TOT$7»
0.1%
120,878
107,647
3. 1%
170
90
2,300
90
7,844
-
118,141
1.4%
78
113
2% 2%
V£<t'3*?.434"Mfj3K£%34lfc
3%2%
Projected
2009-10
•.•^fy&aS-
3.7%
125,200
110,798
2.9%
250
200
2,300
8,138
125
415
122,226
3.5%
79
115
ST.
- 2j780i
2%
Projected
2010-11
f3u,t7u
4.0%
130,170
115,181
4.0%
250
200
2,300
8,461
125
801
127,318
4.2%
>
268
»•
»
81
117
4%
2,386)
2%
Projected
2011-12
T^^ppr
4.5%
136.047
120,090
•1.3%
200
200
2,300
8,843
129
983
132,744
4.3%
376
554
753
1,100
(400)
84
300
121
6%
--.-•• .•••4W4""
0%
Projected
2012-13
^r^fjg-
4.3%
141,882
125,238
•*.3°'o
200
250
2,300
9,222
133
1,019
138,361
4.2%
390
574
780
1,140
(412)
87
311
126
4%
525 (
0%
Projected
2013-14
150,928
6.4%
150,928
131,234
4.S1-;
200
500
2,300
9,810
137
1,056
145,237
5.0%
404
595
809
1,182
(424)
90
*
322
130
b''-
2,583 t:
2%
Projected
2014-15
tB0;088
6. 1%
160,088
137,625
•t.S'.'i
350
1,000
2,300
10,406
141
1,098
152,920
5.3%
970
420
619
841
1,229
(437)
93
464
335
135
6%
- 2,498 {
2 /{>
Projected
2015-16
'165,897
3.0%
165,897
144.239
-/.f'.,
350
1,000
2,300
10,783
150
1,139
159,962
4.6%
1,006
436
642
873
1,275
(450)
37
481
348
140
'' .v
1 ,087 |
17o
Projected
2016-17 +
175,937
6. 1 '.',
175,937
15M10_'.;•" .
350
1,000
2,300
11,436
100
1,180 .
167,476
4.7%,
1,042
451
665
904
1,321
(464)
100
499
3GO
145
3<436- 1
2%
Projected
2017-18
184.191
4.7%
184,191
158.382
350
1.000
2.300
11.972
50
1,225
175,279
4.7%,
1.082
468
690
405
938
1,370
(478)
104
517
374
751
151
600
300
300
704
u :':,
GENERAkfUND BALANCE (unresolved, undesiflnated)
Fiscal Year Ending
Beginning
VLF payback or State action
Loan from PIL-sw for Poinsettia
LLD #1 Advance
Golf Course Operations Advance
Carryforwards
Rev over exp at % of bdgt
Public Safety Training Center
Ending fund balance
30% of budget
Average fund balance
Change in Ave fund balance
2007-08 2008-09
52,692 40,861
.:5.?:;, ; 1.350)
3.713 2,346
'109001
40.861 41,537
34,94? 35,500
46.777 41,199-e.6% -rr.9%
2009-10
41,537
(900)
2,780
43,417
36,729
42,477
3.1%
2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17
43,417 49,104 49,019 49,244 51,827 54,324 55.411
4,000
(7001 (500) (300)
2,386 415 525 2,583 2,498 1,087 3,436
49,104 49.019 49,244 51,827 54,324 55,411 58,848
38,335 | 40,690 f 42,407 | 44,503 | 47,277 | 49,443 | 51,750
46,260 49,061 49,131 50,535 53,076 53,619 56,586
8.9% 6.1% 0.1% 2.9% 5.0% 6.1% 6.6%
2017-18
55,411
704
56,115
55,046
55,763
4.0%
Revenues over (under) Expenditures $15
'04 '05 '06 '07 '08 '09 '10 '11 '12 '13 '14 '15 '16 '17
All Receive
For the Information of the
CITY COUNCIL
Asst. CMCA ^
6225 El Camino Real • Carlsbad, CA 92009
(760) 331-5000 • FAX (760) 431-6707.
0,'.
JUN 1 S 2008
CITY OF CARLSBAD
CITY CLERK'S OFFICE
June 1,2008
Ms. Lisa Hildabrand
City Manager
City of Carlsbad
1200 Carlsbad Village Drive
Carlsbad, CA 92008
Dear Ms. Hildabrand:
Thank you for recent correspondence regarding the proposed fee increase for use of the Swim
Complex.
It is proposed that the fee of $6 per lane per hour be increased to $8 per lane per hour for use by
Carlsbad Unified School District. A fee increase of 33% will have a measurable, negative impact
on the budget allocated to support the swim teams at Carlsbad High School, particularly in light
of the Governor's proposed funding cuts to schools for the upcoming fiscal year.
Your consideration of a recommendation of a more modest fee increase for the District's use of
the Swim Complex would be appreciated, not only by the school and the District, but also by the
larger community which supports the swim teams.
Respectfully,
Walter Freeman
Assistant Superintendent, Business Services
Batiquitos Lagoon Foundation
Preserve, Protect, and Enhance
June 24, 2008
(I JUN24
CITY OF CARLSBAD
CITY CLERK'S OFFICE
The Honorable Claude A. "Bud" Lewis and Council Members
City of Carlsbad
1200 Carlsbad Village Drive
Carlsbad CA 92008
Subject: June 24, 2008 City Council Meeting Comments on Operating and
Capital Improvements Budget for 2008-2009
Mayor and City Council Members:
In reviewing the proposed Operating and Capital Improvements Budget for 2008-2009
that is on the agenda this evening, we are concerned that acquisition of open space and
habitat has not receiving much attention. Since the people of Carlsbad have repeatedly
made it clear that preservation of open space and trails is a top priority, and the fact that
there is $5m is available in the Measure C account, we would like to see at least some
funding is identified for this high priority area. While the Batiquitos Lagoon Foundation
(BLF) understands the current budgetary constraints facing the all of us and the City of
Carlsbad as a result of the current economic downturn, we feel it is important to have
some funding identified so that the City can take advantage of land acquisition
opportunities that continue to come up. In addition, as a result of the Citizen's Advisory
Open Space Committee, their prioritized recommendations, and the City Council
acceptance and endorsement, we must chip away at acquiring these key parcels of
land. As each day goes by, the available land becomes less and less.
We are also aware of the realities of land acquisition cost, especially in the coastal
zone As we all know, land acquisition is complicated and highly site-specific in terms of
issues. I am not proposing that the City must bear the burden of acquiring land solely
with City funds, but leverage what is available through cost sharing and partnerships
with other organizations, including non-profits like the BLF. As an example, with a letter
of support from the City of Carlsbad, the BLF is about to close escrow on the 18+ acre
Mitsuuchi Property at Batiquitos Lagoon for $2.4M. With City endorsement, the BLF
was able to successfully obtain funding support from the California Coastal
Conservancy and California's Wildlife Conservation Board. With the Council-approved
available open space land acquisition list, we were able to acquire a priority piece of
property without having to use any City funding!
The economic downturn that we all are experiencing can also create a significant
opportunity to acquire land at a price below what the market would normally support.
Property owners are now willing to accept lower prices for their land than they would
P.O.Box 130491 Carlsbad, California 92013-0491 • 7KO.93l.0800 • www.batiquitosfoundal.on.or;;
have a year or so ago. The BLF strongly recommends that at least some of the $5
million Measure C account funds be allocated to acquiring open space habitat to show
that our government recognizes the high priority the people of Carlsbad have placed on
open space preservation and trails.
The BLF would welcome the opportunity to work with the City to develop innovative
strategies and to leverage available funding to acquire land for open space and trails.
Please seriously consider providing some funding to allow us all to work together to
continue to make progress in making Carlsbad a great place to live and visit, and enjoy
its outdoor treasures. Should you have any questions or wish to discuss this issue in
more detail, please contact me at (760) 918-2408.
red
Resident
/9
Fiscal Year 2008-09 Budget
June 24, 2008 Overview
1) Total Budget totals $254.7 million
a. $195.1 million operating
b. $59.6 million CIP
2) Changes
a. No changes to Operating budget
b. Changes to CIP since May 20 CIP Workshop include:
i. An additional $650,000 was added to capital budget for
water meter replacements
ii. An Americans with Disabilities Act compliance study
was added to the Gas Tax Fund ($50,000)
iii. The Faraday/Melrose drainage project was increased
$25,000 based on updated cost estimates. ($325,000 total
project cost)
3) Program Options
a. ArtSplash
b. Athletic Field Use
c. Carlsbad Traffic Calming
d. Carlsbad Village Improvement Partnership
Overview
Budget 2008-2009
OPERATING BUDGET
Economic uncertainty has been considered in the development of the
City's fiscally conservative proposed budget.
Through the City Council and City staff's sound fiscal planning during this
time of economic uncertainty, residents will receive the same services
that they are accustomed to.
The City is budgeting $195.1 million in operating expenses for the 2008-
2009 fiscal year, beginning July 1.
o $8 million or 4.3 percent increase over the 2007-2008 adopted budget
o Operating revenues are estimated at $199.2 million
o The recommended General Fund (GF) budget is $118.3 million with
estimated revenues of $120.7 million
• A 0.4 percent increase in the estimated GF revenues and a 1.6 percent
increase in the budgeted expenditures for the year
General Fund Revenues for Fiscal Year (FY) 2008-2009
o Property taxes: expected to grow to more than $50.3 million, an increase of
$2.5 million or 5 percent
• moderate growth in property taxes is anticipated due to the slowing
economy, declining home prices and the City approaching build-out
o Sales tax: $28.5 million (the same as FY 2007-2008)
o Transient Occupancy Tax (TOT): estimated to grow to $14.8 million, an 8.8
percent increase from FY 2007-2008
o Franchise taxes: $5 million estimated
o Development revenues: $2.9 million, compared to $3.9 million in FY 2007-
2008
• The 25 percent decline reflects the slowing of the economy and real
estate market
Updated by RM 06/06/2008
General Fund Expenditures
o Three Proposed Staff Positions
• Custodian (Library Learning Center)
• .5 Park maintenance worker, Public Works (Poinsettia Park Tennis
Courts)
• .5 systems administrator, Information Technology (Library Learning
Center)
• management analyst (reclassification of existing position), City
Manager's Office
o New Facilities
• Library Learning Center, August 2008
• Seven Tennis Courts at Poinsettia Park, August 2008
o Other Budget Requests
• $7.8 million transfer to the Infrastructure Replacement Fund
• $90,000 transfer to the Hosp Grove Dept Service Fund
• $321,000 advance to the Medians District
• $1.3 million advance to The Crossings at Carlsbad to cover operational
costs for 2007 and 2008 including Habitat Maintenance and
Management
• $2.3 million for the City Council's contingency account
o Special Revenue Funds
• Expected to total $11.2 million, a $1.1 million or 8.9 percent decrease
from FY 2007-2008
o Redevelopment Agency
• $2 million proposed budget
• Revenues are estimated at $3.9 million, a $100,000 or 2.6 percent
increase over current year projections
o Fees and Charges for Services
• Facility fees: increased by approximately 2.5 percent to keep pace
with inflation
• Water/Sewer fees: $10.71 or 13.3 percent monthly household increase
• Development-related service fees: approximate 2.5 percent increase
to keep pace with inflation
Updated by RM 06/06/2008
CIP BUDGET
• The FY 2008-2009 CIP and future CIPs will reflect the City's move from a
developing community into a developed community. Therefore, the CIP's
emphasis is on maintaining the current as well as new infrastructure.
• Economic uncertainty has been considered in the development of the
City's proposed CIP
The City is budgeting for $203.3 million in new and ongoing CIP projects
in the 2008-2009 fiscal year, beginning July 1.
o Approximately 61 existing and 143 future projects are scheduled for FY
2008-2009 to buildout
o $144.5 million in ongoing projects
o $59.6 million in new expenditures
FY 2008-2009 Ongoing Projects
o Alga Norte Park and Aquatic Center
• Total cost of the park is est. at $22.1 million
• Park construction to begin in 2008-2009
• Total cost of aquatic center is estimated at $28.3 million
o Joint First Responders Training Facility
• Total cost of the facility is est. at $24.5 million
FY 2008-2009 New Projects
o Approximately 100 additional parking spaces at Poinsettia Community Park,
est. $903,000
o Leo Carrillo event area expansion, est. $246,450
o Water and waster water infrastructure, approx. $26.2 million, for projects
including the Vista/Carlsbad Interceptor project, Home Plant Lift Station
replacement and College Boulevard and Maerkle transmission mains
o El Camino Real Widening (from Tamarack to Chestnut) approx. $8.4 million
o Pavement management and concrete repair, approx. $3.75 million
• Carlsbad will receive approx. $3.1 million in State Bond funds from the
Local Street in Roads Account (Proposition IB), which will supplement
the City's pavement management plan.
Updated by RM 06/06/2008
Overview
Budget Program Options
2008-2009
Program Option 1: ArtSplash
• ArtSplash is an annual, free two-day community event in Carlsbad, held on
Sept. 20-21, 2008.
o Showcases local artists as a way to bring residents and visitors
together to celebrate Carlsbad in a creative forum
o Total expenditures for the 2007 Artsplash was approximately $75,000
with an estimated attendance of 30,000
• Options
o Fund the request as presented: Authorize $20,000 sponsorship and
the in-kind services
o Fund either the cash request of $20,000 or the in-kind services of
$15,000
o Fund with a 4:1 match or other ratio as Council deems appropriate
o Provide no funding
Program Option 2: Athletic Field Use
• North County Senior Softball (NCSS), a "D" category non-resident group
Softball game rate would increase from $5 per game to $25 hour per hour,
effective Aug. 1, 2008.
o NCSS responded to staff that the $25 per hour rate would impose a
significant financial burden on its organization
o NCSS researched other north county cities and found that the groups
used city athletic fields free or at a greatly reduced rate.
• Options
o Charge Council approved fee of $25 per hour
o Utilize Community Activity Grant to cover portion of fee
o Create a senior athletics category
o Create a reduced rate off-peak category
Updated by RM 06/24/2008
Program Option 3: Traffic Calming-Donna Dr. and Sierra Morena Ave.
• Carlsbad Residential Traffic Management Program CRTMP was approved by
Council on May 8, 2001
• On Dec. 18, 2007, Council approved two streets (Donna Dr. and Sierra
Morena Ave.) for inclusion on the 2007 Priority Ranking of Candidate streets
for traffic calming
• Staff's preliminary estimates for the traffic calming design and construction
costs for Donna Drive is $680,000 and Sierra Morena Avenue is $548,000.
Options
• Fund one, or both, candidate streets only for design of the traffic calming
program in FY 2008-2009.
• Fund one, or both, candidate streets for design and construction of the
traffic calming program in FY 2008-2009.
• Do not fund either of the street traffic calming projects.
• Defer the funding decision for Donna Drive and Sierra Morena Avenue
until staff processes changes/revisions to the CRTMP through the Traffic
Safety Commission and returns to the City Council for final approval.
Program Option 4: Carlsbad Village Improvement Partnership
• The Carlsbad Village Improvement Partnership (CVIP) is requesting a total of
$500,000 over a three-year period ($200,000 in years one and two and
$100,000 in year three)
• CVIP has requested funding from the City of Carlsbad/Carlsbad Redevelopment
Agency to hire staff and start its operations as an organization.
Options:
• Fund the entire requested amount. Fund the year one request of
$200,000 for FY 09/10 and $100,000 for FY10/11. Require approved
performance measures and reports to the City of Carlsbad/
Redevelopment Agency
• Fund the year one request of $200,000 with further funding contingent
upon performance and a demonstrated return on investment
• Fund a specified amount for the CVIP with a requirement for the CVIP to
match at 4:1 or another ratio determined by the City of
Carlsbad/Redevelopment Agency.
• Provide no funding but request staff to develop an alternative
organizational structure that could take advantage of the partnership
program envisioned by the CVIP.
• Provide no funding
Updated by RM 06/24/2008
Carlsbad Youth Baseball
PO Box 4475
Carlsbad, CA 92OI 8
June 24, 2008
To: Carlsbad City Council
Attn: Carlsbad Recreation Dept/City Council
Re: Proposed Athletic Field Fee Increases
Dear Council Members, Mayor and Recreation Department Officials,
The purpose of this letter is to provide a formal response to the May 27, 2008 letter (attached as Appendix
1) from the city of Carlsbad's Recreation department outlining proposed rate increases. In short, CYB
recognizes that these are not easy times for many of our customers given the global economic climate, and
as a result has established the strategic objective of avoiding ANY fee increases to our customers, unless
absolutely necessary. To achieve this objective requires a similar mindset among our business partners,
including the City of Carlsbad.
Specific comments related to each fee category are below.
Athletic Field Light Fees - The proposed increase from $8/hr to $9/hr marks the
latest of a series of annual lighting fee increases over the past 4 to 5 years.
Lighting fees have increased from $0 as little as 5 years ago to $5, then $7, now
$8 with a proposal to increase this to $9/hr. This cost category now represents
approximately 7% of CYB's annual operating budget. This will increase if the
proposed increase is approved. While the amount of the increase is manageable,
the trend of fee increases in this category begs the question, "when is this going
to end?" There is an appearance that the recreation dept will simply continue to
increase this fee category until user objections become so loud that the battle is
no longer worth it. As a customer, we expect that our costs should increase at a
level approaching something like the cost of living, which is in stark contrast to
the recent fee history. In short, while CYB does not object in principal to a fee
increase of $l/hr, we do object to the pattern of fee increases, lack of visibility
into the projected fees for this category in the future, and lack of confidence that
this fee has stabilized at a level dictated by any kind of budget model.
Field Rental for Clinics and Camps - The proposed increase has no significant
impact to CYB. We have no objection to this increase.
Off Season Field Use Fee - CYB believes that the proposed new fee is ill-
conceived and should not be approved in its current format. The proposed fee
has a significant impact of approximately $8/player to CYB's operating costs for
our Fall season (see analysis in Appendix 3). This will add a significant
challenge to our objective of not raising registration fees.
Moreover, the fee schedule provides little motivation for user groups to return
allocated, but unused field times. Ostensibly, the provision of a motivation for
user groups to return such unused times was the leading objective in establishing
this new fee category. However, the analysis in Appendix 3 shows clearly that
1 of 5
Carlsbad Youth Baseball
PO Box 4475
Carlsbad, CA 92OI 8
this objective is not satisfied by the new fee, which amounts to nothing more than
a new "tax" that is levied on off-season programs.
Management of field allocations and generation of game and practice schedules
is one of the most challenging responsibilities within our organization, and I
suspect within other user groups as well. It is never our intention to retain field
times that our group will not use, however, given the tools available it is often
challenging to return unused times in a timeframe of use for other user groups.
CYB believes that there are better ways to increase the efficiency of field
utilization among user groups. Some of these ways could involve fee structures
different from those proposed today. Others could involve development and
deployment of new tools for managing field use information. CYB recommends
a workshop involving recreation department and user group personnel as the best
method to establish a plan for success in this area. We will be happy to support
such an effort.
In the meantime, we respectfully request that the proposed Off Season Field
Use fee be rejected.
Thank you for the opportunity to present our views on these fee proposals.
Best Regards,
Tom Watson
President, CYB
president (ftcarlshadyouthbasehall.org
www.carlsbadvoiithbaseball.orsz
2 of 5
Carlsbad Youth Baseball
PO Box 4475
Carlsbad, CA 92OI 8
Appendix 1
Recreation Department Fee Increase Proposal
City vof Carlsbad
May 27, 2008 Recreation Department
DEVFJjQPING
"1OMORROWS
LEADERS
Tom Watson
Carlsbad Youth Baseball
4427 Salisbury Dr
Carlsbad, CA 92010
Dear Tom:
The purpose of this letter is to inform you and your organization that the City of Carlsbad
Recreation Department will be forwarding fee change recommendations to the Finance
Department as part of the City's Operation Budget process. The Finance Department will
be presenting all City fees as part of the Operating Budget workshop at the City Council
meeting beginning at 6 p.m. on Tuesday, June 1 0th, at the City Council Chambers. 1 2 00
Carlsbad Village Drive.
Another opportunity for comment is at the Citizen's Budget Workshop on June 12* at 1635
Faraday Avenue between 5 and 7 PM. You are welcome to attend and give comment at
an^ °* *nese meetings. The final opportunity for comment is at the Operating and CIP
Budget Public Hearing at the June 24tfl City Council Budget Adoption meeting.
Potential increases and new fees are anticipated but may not be limited to the following
areas
Athletic Field Light Fee
The current fee for "Classification B" (Resident Non-Profit) use groups is $8 per hour perfield Tne fee was set by crty Council in June of 2007. The proposed fee is $9 per hour/per
field - for lights.
Field Rental for Clinics and Camps
The current fee for "Classification B" (Resident Non-Profit) use groups is $5 per hour per
fietd - day use, and $1 5 per hour per field - light use. The fee was set by City Council in
June of 2t>07' The Pr°P°sed fee will be 58 per hour/per field - day use, and $21 per hour
f>er f'6^ ' ''9n* use
Off Season Field Use Fee
Currently in Council Policy #28 - Facility Use Regulations, 'Classification B" (Resident Non
Profit) Sport Organizations have priority seasons defined. Baseball and Softball sport
organizations have priority over other sports from January 15 through July 15. Soccer and
Pop Warner Football have priority over other sports from July 16 through January 14.
The proposed fee is for "Classification B" Sport Organizations that use the athletic fields
during "off season" time. The recommended fee will be $3 per hour/per field - for day use.
STAGECOACH COMMUNITY C E M T E R
3420 Camino de ios Coches Carlsbad CA 92008-8927 (760)434-2895 FAX (760} 753-7931
Please let me know if I can be of any assistance or you have any questions. You can
contact me at 760-602-4691 or glaur@cLcartsbad ca us
3ian Lauro
Recreation Area Manager
C: Recreation Services Manager
3 of 5
Carlsbad Youth Baseball
PO Box 4475
Carlsbad, CA 92OI 8
Appendix 2
Estimated Impact of Proposed Off-Season Use Fee to CYB
The 2 tables below show the impact of the proposed new Off-Season field use fee on CYB's operating costs
based upon Fall 2008 estimates. By comparison of the 2 tables, one can see:
1) The new fee has a minimum impact of $2.5K on CYB's fall operating costs, which amounts to
approximately $8/player
2) The amount of incentive provided to CYB for returning of unused allocated field times is only $500,
approximately 16% of the fee amount itself.
Facility
Chase 1
Chase 2
Chase3
PoinsetUa 1
Avfara
Chase 1
Chase 1
Chase 1
Chase 2
Chase 2
Chase 2
Chase 3
Chase 3
Chases
Pofnsottid 1
PoinsetUa 1
Poinsettta 2
Polnsettla2
PoinsetUa 2
Safety Center
Aviara
Calavera
Chase t
Chase 2
Chase 3
Pine East
Poinsettla 1
Poinsett!a2
Safety Center
Day
Fri
Fri
Fri
Fri
Sat
Sat
Sat
Sat
Sat
Sat
Sat
Sat
Sat
Sat
Sat
Sat
Sat
Sat
Sat
Sat
Sun
Sun
Sun
Sun
Sun
Sun
Sun
Sun
Sun
Time
4 to 10PM
4 to 10PM
4 to 10PM
4 to 10PM
9 AM to 10PM
9 AM to 10PM
SAM to 1 PM
9 AM to 1 PM
9 AM to 10PM
9 AM to 1 PM
9 AM to 1 PM
9 AM to 10PM
9 AM to 1 PM
,_ 9 AM to 1 PM
8AM to 10PM
1:30 to 10PM
9 AM to 10PM
9 AM to 5 PM
9 AM to 5 PM
Noon to Dark
2:30 to 10 PM
2:30 to 10PM
11:30 AM toSPM
1 1 :30 AM to 8 PM
11:30 AM toSPM
4:30 PM to 8 PM
9:00 AM to 7 PM
1130 AM to 10PM
Start Date
5-Sep-08
5-Sep-08
5-Sep-08
5-Sep-08
30-Aug-08
16-Aug-08
10^lan-09
17-Jan-09
16-Aug-08
10-Jan-09
17-Jan-09
16-Aua-OB
10-Jan-09
17-Jan-09
16-Aug-08
Z3-Aug-08
23-Aug-08
10-Jan-09
17-Jan-09
30-Aug-08
7-Sep-08
7-Sep-08
7-Sep-08
7-Sep-08
7-Sep-08
7-Sep-08
7-Sep-08
7-Sep-08
End Date
5-Dec-08
5-Dec-OS
5-Dec-08
5-Dec-08
6-Dec-OB
6-Dec-08
10 Jan 09
17-Jan-09
6-Dec-08
10-Jan-09
17-Jan-09
6-Dec-08
10-Jan-09
17-Jan-09
^_ t6-Aug-08
6~Oec-08
6-Dec-08
10-Jan-09
17-Jan-09
6-Dec-08
7-Dec-08
7-Oec-08
7-Dec-08
7-Dec-08
7-Dec-08
7-Dec-OS
7-Dec-08
7-Dec-08
Exceptions
14-Sep-08
14-Sep-08
Weeks
14
14
14
14
15
17
1
0
17
1
0
17
1
0
1
16
16
1
0
14
14
14
14
14
14
13
13
Day Hours/Wk
0.0
0.0
0.0
0.0
7.0
7.0
4.0
4.0
7.0
4.0
4.0
7.0
4.0
4.0
ao
2.5
7.0
7.0
7.0
1.5
1.5
4.5
4.5
4.5
0.0
7.0
4.5
Total Cost
$0
$0
$0
$0
$315
$357
$12
to
$357
$12
$0
$357
$12
$0
i24
$120
$336
$21
$0
$0
$63
$63
$189
$189
$189
$0
$273
$176
$0
Table 1 - Estimated Fees Based upon Field Allocations
4 of 5
Carlsbad Youth Baseball
PO Box 4475
Carlsbad, CA 92018
Facility
Chase 1
Chase 2
Chases
Poinsettla 1
Avlara
Chase 1
Chase 1
Chase 1
Chase 2
Chase 2
Chase 2
Chase3
Chase 3
Chase3
Poinsettla 1
Poinsettia 1
Poinsettla 2
Poinsettia 2
Poinsettia 2
Safety Center
Aviara
Calavera
Chase 1
Chase 2
Chases
Pine East
Poinsettia 1
Poinsettia 2
Safety Center
Day
Fri
Fii
Fri
Fri
Sat
Sat
Sat
Sat
Sal
Sat
Sat
Sat
Sat
Sat
Sat
Sat
Sat
Sat
Sat
Sat
Sun
Sun
Sun
Sun
Sun
Sun
Sun
Sun
Sun
Time
4 to 10PM
4 to 10PM
4 to 10PM
4to10PM
9 AM to 10PM
9 AM to 10PM
9 AM to 1 PM
9 AM to 1 PM
9 AM to 10PM
9 AM to 1 PM
9 AM to 1 PM
9 AM to 10PM
9 AM to 1 PM
9 AM to 1 PM
8 AM to 10PM
1:30 to 10PM
9 AM to 10PM
9 AM to 5 PM
9AMto5PM
Noon to Dark
2:30 to 10 PM
2:30 to 10PM
11:30 AM toSPM
11:30 AM to8PM
11:30 AM to 8PM
4:30 PM to 8PM
9:00 AM to 7 PM
11:30 AM tolOPM
Start Date
5-Sep-08
5-Sep-08
S-Sep-08
5-Sep-08
30-Aug-08
16-Aug-08
10-Jan-09
17-Jan-09
16-Aug-08
10-Jan-09
17-Jan-09
16-Aug-08
10-Jan-09
17-Jan-09
16-Aug-08
23-Aug-08
23-Aug-08
10-Jan-09
17-Jan-09
30-Aug-08
7^ep^)8
7-Sep-08
7-Sep-08
7-Sep-08
7-Sep-08
7-Sep-08
7-Sep-08
7-Sep-08
End Date
5-Dec-08
S-Dec-08
5-Dec-08
5-Oeo-OS
6-Dec-08
6-Dec-08
10-Jan-09
17-Jan-09
6-Dec-08
10-Jan-09
17-Jan-09
6-Dec-08
10-Jan-09
17-Jan-09
16-Aug-08
6-Dec-08
6-Dec-08
10-Jan-09
17-Jan-09
6-Dec-08
7-DecO8
7-Dec-08
7-Dec-OB
7-Deo08
7-Dec-08
7-Dec-OS
7-Deo-OS
7-Dec-08
Exceptions
2wks
2wks
2wte
2«*s
2wks
3wks
3wks
4wks
3wks
3wks
2wks
13wks
2wks
2wks
2wks
1 wks
2wks
Weeks
12
12
12
12
13
14
1
0
14
1
0
13
1
0
1
13
13
1
0
12
1
12
12
12
14
12
12
Day Hours/Wk
0.0
0.0
0.0
0.0
7.0
7.0
4.0
4.0
7.0
4.0
4.0
7.0
4.0
4.0
8.0
2.5
7.0
7.0
7.0
1.5
1.5
4.5
4.5
4.5
0.0
7.0
4.5
Total Cost
$0
$0
$0
$0
$273
$294
$12
$0
$294
$12
$0
$273
$12
$0
$24
$98
$273
$21
$0
$0
$54
$5
$162
$162
$162
$0
$252
$162
$0
Table 2 - Estimated Fees Based upon Projected Field Use
5 of 5
NOTICE OF PUBLIC HEARING
CITY OF CARLSBAD
The City of Carlsbad will hold a public hearing on Tuesday, June 24, 2008
at 6:00 p.m. in the Council Chambers of City Hall, 1200 Carlsbad Village Drive,
Carlsbad, California, to discuss the Fiscal Year 2008-09 Operating Budget and
the Fiscal Year 2008-09 Capital Improvement Program to Buildout Budget. This
budget includes an appropriation of the FY 2008-09 AB 3229 funds of
approximately $241,000 to be used to fund the Community Policing program.
Also included will be discussion on the Carlsbad Municipal Water District
Operating and Capital Improvement Program Budgets as well as discussion on
behalf of the Housing and Redevelopment Board regarding the Redevelopment
Budgets. The City Council will also discuss selected City development fees,
general fees, and the Appropriation Limitation for Fiscal Year 2008-09.
Interested parties are invited to attend this meeting and present their
views and comments to the City Council.
Copies of the preliminary budget and proposed fee changes are available
for public inspection at the City Clerk's Office, 1200 Carlsbad Village Drive, or
the two libraries: Cole Library, 1250 Carlsbad Village Drive, Carlsbad; and Dove
Library, 1775 Dove Lane, Carlsbad.
Written and telephone inquiries may be directed to Lisa Irvine of the
Finance Department, 1635 Faraday Avenue, Carlsbad; 760-602-2430.
CITY OF CARLSBAD
Carlsbad City Council
PUBLISH: June 14, 2008 and June 19, 2008
PROOF OF PUBLICATION
(2010 & 2011 C.C.P.)
This space is for the County Clerk's Filing Stamp
STATE OF CALIFORNIA
County of San Diego
I am a citizen of the United States and a resident of
the County aforesaid: I am over the age of eighteen
years and not a party to or interested in the above-
entitled matter. I am the principal clerk of the printer
of
North County Times
Formerly known as the Blade-Citizen and The Times-
Advocate and which newspapers have been
adjudicated newspapers of general circulation by the
Superior Court of the County of San Diego, State of
California, for the City of Oceanside and the City of
Escondido, Court Decree number 171349, for the
County of San Diego, that the notice of which the
annexed is a printed copy (set in type not smaller than
nonpariel), has been published in each regular and
entire issue of said newspaper and not in any
supplement thereof on the following dates, to-wit:
Proof of Publication of
NOTICE OF PUBLIC HEARINGCITY OF CARLSBAD
The City of Carlsbad will hold a public hearing onTuesday, June 24, 2008 at 6:00 p.m. in theCouncil Chambers of City Hall, 1200 Carlsbad VillageDrive, Carlsbad, California, to discuss the Fiscal Year2008-09 Operating Budget and the Fiscal Year 2008-09Capital Improvement Program to Buildout Budget. Thisbudget includes an appropriation of the FY 2008-09 AB3229 funds of approximately $241,000 to be used to fundthe Community Policing program. Also included will bediscussion on me Carlsbad Municipal Water District Op-erating and Capital Improvement Program Budgets aswell as discussion on behalf of the Housing and Rede-velopment Board regarding, the Redevelopment Budgets.The City Council will also discuss selected City develop-ment fees, general fees, and the Appropriation Limitationfor Fiscal Year 2008-09.Interested parties are invited to attend this meeting andpresent their views and comments to the City Council.Copies of the preliminary budget and proposed feechanges are available for public inspection at the CityClerk's Office, 1200 Carlsbad Village Drive, or the twolibraries: Cole Library, 1250 Carlsbad Village Drive,Carlsbad; and Dove Library, 1775 Dove Lane, Carlsbad.Written and telephone inquiries may be directed to LisaIrvine of the Finance Department, 1635 Faraday Avenue,Carlsbad; 760-602-2430.
CITY OF CARLSBADCarlsbad City CouncilNCT 2152294 • 06/14, 06/19/2008
June 14th & 19th, 2008
I certify (or declare) under penalty of perjury that the
foregoing is true and correct.
Dated at OCEANSIDE, California
This 19th, day of June, 2008
r A C ' ( C
Jane Allshouse
NORTH COUNTY TIMES
Legal Advertising
1City of Carlsbad2008-2009 Budget AdoptionJune 24, 2008
2Budget CalendarBudget CalendarCouncil MeetingsCouncil MeetingsMay 20 May 20 ––Capital Budget WorkshopCapital Budget WorkshopJune 10 June 10 ––Operating Budget WorkshopOperating Budget WorkshopJune 24June 24––Operating and Capital Operating and Capital BudgetBudgetPublic Hearing and AdoptionPublic Hearing and AdoptionOther Public MeetingsOther Public MeetingsJune 12 June 12 ––CitizensCitizens’’Budget WorkshopBudget Workshop
3Citizens’ Budget Workshop12
4Citizens’ Budget WorkshopApproximately 13 Citizens attended• Alga Norte Park and Aquatics Complex• Pine Park • Water Desalination Plant•Open Space• Recreation Fees• Skate Park
5AAGGEENNDDAABudget OverviewFee RecommendationsProgram Options Public HearingBudget Adoption
6Fiscal Conservatism due to Economic Uncertainty
7Operating Revenues By SourceTotal = $199.2 millionInterest/ Rents3%Other Gov't & Other1%Fees/ Charges25%Interdept.9%Intergov.5%Taxes55%Licenses/Permits/Fines2%
8City of CarlsbadCombined Budget$252.4 millionOperating Budget – 77%Capital – 23%General47%Redevelopment1%Special Revenue4%Enterprise19%Internal Services6%Capital23%
9General FundTotal Budget = $120.7 millionAll others16%Hotel Tax12%Business License3%Franchise4%Property41%Sales24%
10General Fund BudgetFY 2008-09Revenues:$ 120.7 millionBudget Requests $ 118.3 millionProjected Surplus: $ 2.4 million
11General Fund BalanceEstimated Balance at 6/30/08$ 41.0 millionPlus: FY 09 Surplus2.4 millionLess Advance(Medians/SCCRA Funds)-1.6 millionEstimated Balance at $ 41.8 million6/30/09
12Economic UncertaintyNationwide• Price for barrel of oil doubled over last year• Home prices fell 15.3% in April• US consumer confidence falls to 16 year low• Financial firms may make more cuts –eliminate 175,000 jobs
13Net Revenues over (under) ExpendituresMillionsForecast Comparison-$5$0$5$10$15'04'05'06'07'08'09'10'11'12'13'14'15'16'17FY 06FY 08FY 05FY 07BalancedFY 09
14MAJOR APPROPRIATIONSFORCAPITAL PROJECTS 2008-09Steven JantzAssociate Engineer
15Poinsettia Park Phase IIParking Expansion•Cars parking on local streets during large events at the park•Potential to restrict emergency vehicle ingress and egress•Part of original Poinsettia Community Park Master Plan•$903,185
16Carrillo Ranch Event Area Expansion•Project includes:–Flagstone Patio–Landscaping & lighting–Access road for caterers•$267,000
17Hosp Grove ParkDrainage Improvements•Replace existing asphalt drainage way and maintenance access roadway with concrete•$150,000
18NW Quadrant Storm Drain Improvement Program•Construct missing section of the NW Quadrant storm drain system•Runoff would be transported through complete underground drainage system•$155,000 in FY 08-09
19Corrugated Metal Pipe (CMP) Replacement Program•Replace aging Corrugated Metal Pipe throughout the city•Proactively eliminate potential pipeline failures•$802,000
20Wastewater Projects•Vista/Carlsbad Interceptor Projects–Reach VC-4–Reaches VC 11 – VC 15•Home Plant Lift Station Replacement•North Agua Hedionda Trunk Sewer–Reach VCT1-A$2,850,000$2,816,000$1,812,000$767,000
21Beech Avenue Sewer Replacement•Replace 30 year old sewer pipe•Existing pipe has significant deterioration and requires frequent maintenance•$1,947,000
22Water Projects•College Blvd. – Cannon to Badger Lane•Tri Agencies Pipeline Replacement•Pressure Reducing Station Replacement•Master Plan Update
23Maerkle Reservoir •Replace existing maintenance access bridge $328,750•Transmission Main replacement $4,875,000
24Traffic Impact Fee Projects•El Camino Real Widening – Tamarack to Chestnut – $5.75 million•Palomar Airport Road Widening at Paseo Del Norte – $719,000•Valley and Magnolia Sidewalk Project – $540,000
25Roadway Projects•Carlsbad Boulevard & Encinas Creek Bridge Replacement–$1.6 million–Planned Local Drainage Area Fees
26Roadway Maintenance•Pavement Management –$3.4 million•Street/sidewalk construction –$640,000•Concrete repair–$350,000
27Avenida Encinas Roadway Widening•Two Segments–North of the Poinsettia Coaster Station–Intersection with Palomar Airport Road•Adjacent to Coastal Rail Trail Project•Funded with Traffic Impact Fees–$2,380,000 FY 2009-10–$2,440,000 FY 2013-18
28FY 2008-09Total CIP ProjectsNew ProjectsOngoing ProjectsTotal 08-09 CIP$ 57.2 million$ 144.5 million-------------------$ 201.7 million
29Proposed Rate and Fee ChangesHelga StoverSenior Accountant
30Proposed Rate andFee Changes•Master Fee Schedule–Charges for services–Development related fees–Impact fees•Utility Rates–Water–Wastewater
312008-09 Proposed Fees•Facilities Fees – 2.5% increase•Development Related Service Fees –2.5% increase•Development Impact Fees – ENR Index4% increase
32Increase in Water Utility Expenditures FY07-08 to 08-09$3.8 Million58%26%16%WaterPurchasesReplacementOperationsPurchased Water from Other Agencies
33Proposed Water Rate Increase – 20%• Standard Rate – Current Rate $1.76 per unit– Proposed Rate $2.12 per unit• Delivery charge– Current Rate $12.12 per month– Proposed Rate $14.54 per month• Average Monthly Bill – Single Family Residence– Current Rate $45.56 per month– Proposed Rate $54.82 per month• Increase = $9.26 per month
34$0.39/Unit $0.20/Unit $1.17/Unit MWDCWACWMD$0.42/Unit $0.37/Unit $1.33/Unit CARLSBAD MUNICIPAL WATER DISTRICTCARLSBAD MUNICIPAL WATER DISTRICTPotable Water Potable Water ––Commodity Rate SummaryCommodity Rate Summary2008 - $1.76/Unit2009 - $2.12/Unit(Proposed)66%22%12%63%20%17%
35Proposed Water Rate Increase• Recycled Water Rate – Current Rate $1.68 per unit– Proposed Rate $2.01 per unit• Agricultural Water Rate – Current Rate $1.45 per unit– Proposed Rate $1.81 per unit
36Agency Monthly Water Rate Comparison$40 $45 $50 $55 $60 $65 $70Car lsbad - Cur r entVallecitos OlivenhainSan DieguitoOceansideCar lsbad - Pr oposedVista Ir r igationSant a FeValley CenterFallbrookOtay Water Di str i ctEscondidoSweetwater Author itySan DiegoRamonaRainbowPowayDel Mar
37Wastewater Utility ServiceTotal Budget FY08-09$10.2 Million32%6%25%37%EncinaWDRReplacementOperationsState Mandated Wastewater Discharge Requirements
38ProposedWastewater Rate Increase•Commercial and Residential –9% increase for FY 08-09•Residential Rate –Current Rate $16.20/month–Proposed Rate $17.65/month
39Agency Monthly Wastewater Rate Comparison$0 $10 $20 $30 $40 $50 $60 $70 $80Carlsbad - CurrentCarlsbad - Option 1Leucadia Wastewater (2009)El CajonVallecitos Water District (2009)LakesideOtay Water DistrictChula VistaEncinitas Sanitary DivisionLa MesaCity of VistaPowayBuena Sanitation DistrictDel Mar
40Proposed IncreaseTotal Monthly Utility BillCurrentProposedWastewaterSolid WasteWaterMonthly Increase% Increase$ 16.20$ 18.87$ 45.56$ 80.63$ 17.65$ 18.87$ 54.82$ 91.34$ 10.7113.3%
41Special dates related to fees…•June 24 – Set public majority-protest hearing for September 9th•July 25– Notice public 45 days prior to public majority-protest hearing (by July 25th)•August 1– General City Service Fees become effective•September 1– Development-Related Service Fees and Development Impact Fees become effective•September 9– Public Hearing on Water and Wastewater Rates•November 1– Water and Wastewater Fees become effective
42Program Options
43ArtSplashProgram Option #1•A Free Two Day Family Friendly Community Event Featuring:•Chalk Art, Fine Art and Graffiti Art•Stone Sculptures and Sand Sculptures •“Taste at ArtSplash”•Featuring Local Restaurants•Requesting funding ($20,000) andin-kind services ($15,000)
44ArtSplashProgram Option #1Options:1. Authorize the $20,000 Sponsorship and the $15,000 in-kind services. This would require a transfer of $35,000 from Council’s contingency. 2. Fund either the $20,000 Sponsorship ORthe $15,000 in-kind services. This would require a transfer from Council’s contingency.3. Fund with 4:1 match or other ratio.4. Do not approve the request.
45•Non-resident not-for-profit athletic field use fee proposed to increase to $25 per hour•North County Senior Softball (NCSS) paying $5 per game since 1994•Other agencies have reduced fee for senior user groups•Carlsbad has no Senior Athletics categoryProgram Option #2Athletic Field Use
46Fee ComparisonCityCurrent Fee Proposed FeeEncinitas$4/day (Resident)$10/day (Non-ResidentN/AEscondido$7/hr.N/AOceansideNo ChargeN/ASan Marcos$8/hr.$14/hr. (Recreational)$22/hr. (CompetitiveVistaNo ChargeN/ACarlsbadNo Charge (Resident)$15 (Non-Resident)$5/game (Current Rate)No Charge (Resident)$25/hr. (Non-Resident)
47Options1. Charge proposed $25 per hour fee.2. Charge proposed $25 fee and potentially utilize Community Activity Grant Funding for the difference.3. Create a Senior Athletics category in the Master Fee Schedule - $5 per hour.4. Create a Reduced Rate Off-Peak category in the Master Fee Schedule - $5 per hour.Program Option #2Athletic Field Use
48Carlsbad Traffic CalmingDonna Drive and Sierra Morena AvenueProgram Option #3•May 2001 - Carlsbad Residential Traffic Management Program (CRTMP) approved•December 2007 - Donna Drive and Sierra Morena Ave. approved for inclusion on 2007 Priority Ranking of Candidate Streets•Donna Drive = 41/100•Sierra Morena Avenue = 9/100•Residents requesting traffic calming measures
49Carlsbad Traffic CalmingDonna Drive and Sierra Morena AvenueOptions:1. Fund one or both streets for design costs ($113,000 and $90,000).2. Fund one or both streets for design and construction ($680,000 and $548,000).3. Do not fund and reconsider in the 2009/10 budget cycle.4. Defer funding decision until changes/revisions to CRTMP are processed.Program Option #3
50Carlsbad VillageImprovement PartnershipProgram Option #4• June 2005 – Contract for retail market analysis and business development strategy for Village Area• Determined need for “Mainstreet-type”organization to serve as base for business revitalization efforts• CVIP non-profit organization formed• Requesting 3 year funding for:– Office Space & Related Expenses/Supplies– Staffing of Executive Director & Assistant– Program Implementation
51Carlsbad Village Improvement PartnershipProgram Option #4Options:1. Approve funding for all 3 years (total of $500,000).2. Fund 2008-09 amount of $200,000 and evaluate performance prior to additional funding.3. Fund a specified amount with a matching requirement at 4:1 (or other ratio).4. No funding. Request that staff develop alternative organizational structure that could implement desirable programs with CVIP as Advisory Council.5. Provide no funding.
52City of Carlsbad2008-09 BudgetFollowed by the Public Hearing…
53
54Program Options
55ArtSplashProgram Option #1Options:1. Authorize the $20,000 Sponsorship and the $15,000 in-kind services. This would require a transfer of $35,000 from Council’s contingency. 2. Fund either the $20,000 Sponsorship ORthe $15,000 in-kind services. This would require a transfer from Council’s contingency.3. Fund with 4:1 match or other ratio.4. Do not approve the request.
56Options1. Charge proposed $25 per hour fee.2. Charge proposed $25 fee and potentially utilize Community Activity Grant Funding for the difference.3. Create a Senior Athletics category in the Master Fee Schedule - $5 per hour.4. Create a Reduced Rate Off-Peak category in the Master Fee Schedule - $5 per hour.Program Option #2Athletic Field Use
57Carlsbad Traffic CalmingDonna Drive and Sierra Morena AvenueOptions:1. Fund one or both streets for design costs ($113,000 and $90,000).2. Fund one or both streets for design and construction ($680,000 and $548,000).3. Do not fund and reconsider in the 2009/10 budget cycle.4. Defer funding decision until changes/revisions to CRTMP are processed.Program Option #3
58Carlsbad Village Improvement PartnershipProgram Option #4Options:1. Approve funding for all 3 years (total of $500,000).2. Fund 2008-09 amount of $200,000 and evaluate performance prior to additional funding.3. Fund a specified amount with a matching requirement at 4:1 (or other ratio).4. No funding. Request that staff develop alternative organizational structure that could implement desirable programs with CVIP as Advisory Council.5. Provide no funding.
59Action Items…following Public Hearing•Program Options•Resolutions – City Council–Adopt final Operating and Capital Budget for FY2008-09–Adopt the Gann Spending limit–Approve Encina budget amounts for FY2008-09–Adopting changes to the Master Fee Schedule–Majority Protest Public Hearing for water and wastewater rates for September 9–Approve adjustments to FY2007-08 Operating Budget
60Action Items…following Public Hearing…continued9Program Options9Resolutions – City Council•Resolutions – Carlsbad Municipal Water District–Adopt final Operating and Capital Budget for FY2008-09–Approve adjustments to FY2007-08 Operating Budget•Resolutions – Housing and Redevelopment Agency–Adopt final Operating and Capital Budget for FY2008-09
61City of Carlsbad2008-2009 Budget AdoptionJune 24, 2008
62Proposed IncreaseTotal Monthly Utility Bill CurrentProposedSewerSolid WasteWaterMonthly Increase% Increase$ 16.20$ 18.87$ 45.56$ 80.63$ 17.65$ 18.87$ 54.82$ 91.34$ 10.7113.3%
63Water Enterprise Expenditures$34.7 MillionWater Purchases55%DebtPayments6%Repl. Transfers14%City Operations 25%
64Water Operations ExpendituresIncreases 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 2018YearDollarsWater purchasesOperationsReplacement54%119%25%
65$0$10$20$30$40$50$60$70$802009 2010 2011 2012 2013 2014 2015 2016 2017 2018Water Rates - Next 10 Years 15% or 20% in FY0920%15%
66Sanitation Enterprise FundEstimated Revenue $9.7 millionBudget $10.2 million31%1%Encina OperationsReplacement TransfersOtherCity OperationsService ChargesInterest Other
67Solid Waste Enterprise FundEstimated Revenue $3.6 millionBudget $3.4 millionStorm WaterRecyclingTrash SurchargeRecycling FeesInterest
68“PROP C” ProjectsProjectsAllocationOriginal Set Aside$35,000,000Aquatic Complex$16,215,795City / Safety Training Facility$ 13,750,000Cannon Road – Reach 4Trails/Open SpaceRemaining Allocation$5,034,205
69Public Facilities Fee FundChange from Prior YearProjected deficit in 2020($12.7 million)Adjustments to projection:Interest earned 2007-08+ $ 2.3 millionIncrease in revenue estimate + $ 2.0 million(increased assessed valuation)Loan repayments in wrong fund + $ 7.1 millionNet other adjustments($ 0.2 million)-----------------------= Current projected deficit 2020($ 1.5 million)==========