HomeMy WebLinkAbout2015-06-09; City Council; 21998; 2015-16 Preliminary Operating Budget WorkshopCITY OF CARLSBAD -AGENDA BILL 24
AB# 21,998 DEPT. DIRECTOR ~
MTG. 06/09/15 Fiscal Year 2015-16 Preliminary CITY ATTORNEY ~
DEPT. FIN Operating Budget Workshop CITY MANAGER " ~
RECOMMENDED ACTION:
Accept report. Set public hearing for June 23, 2015.
ITEM EXPLANATION:
The Operating Budget workshop on June 9, 2015 is an opportunity for the City Council to
review the Fiscal Year 2015-16 Preliminary Operating Budget. City staff will be making
presentations and will also be available to answer questions. The Preliminary Capital
Improvement Program was presented to the City Council at the May 19, 2015 City Council
meeting.
In addition to these meetings, a Citizens Budget Workshop will be held on Thursday, June 11,
2015 at 6:00p.m. at the Faraday Center, 1635 Faraday Avenue, in Room 173B, to provide the
public with an opportunity to discuss the Operating Budget and Capital Improvement Program
with staff. The public hearing and adoption of the FY 2015-16 Operating Budget and Capital
Improvement Program is scheduled for the June 23, 2015 City Council meeting.
2015-16 BUDGET OVERVIEW:
The Operating Budget for Fiscal Year 2015-16 was prepared against the backdrop of an
improving economy and an apparent exit from the Great Recession. In previous years, the city
has streamlined department budgets and reduced staffing to minimal levels, focusing cuts on
areas that will minimally effect service levels to our citizens. This budget continues to be
fiscally prudent, but shifts from cost cutting to strategic investment of resources in functional
areas that will allow the city to provide greater levels of service to the community in the future.
The FY 2015-16 Operating Budget provides funding and small increases in staffing levels, in
areas that are key in moving the city forward.
In preparing the FY 2015-16 Operating Budget, citywide departments were offered guidance on
the preparation of their individual budgets. The budget process continues to emphasize
efficiency and fiscal prudence, and asks departments to identify functional areas that are key to
meeting the developing needs of the City of Carlsbad. The following objectives for FY 2015-16
were established in line with conservative estimates for future revenue growth:
DEPARTMENT CONTACT: Helga Stover 760-602-2429 helga.stover@carlsbadca.gov
FOR CITY CLERKS USE ONLY.
COUNCIL ACTION: APPROVED +
DENIED 0
CONTINUED 0
WITHDRAWN 0
AMENDED 0
CONTINUED TO DATE SPECIFIC 0 ____ _
CONTINUED TO DATE UNKNOWN 0
RETURNED TO STAFF 0
OTHER-SEE MINUTES 0
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• Continue to provide excellent services to our residents.
• Provide adequate staff resources to meet community priorities.
• Allow departments to meet escalating costs by providing a modest 2.3 percent increase
for maintenance and operations.
• Exercise prudence in budgeting, consider cost containment measures and set
discretionary budgets at minimum levels.
The Carlsbad economy has been improving and , with the addition of hotel, retail and
commercial projects, as well as a strengthening regional economy, revenues are trending
upwards, particularly in city sales and hotel tax revenues. The real estate market appears to be
in full recovery, and the national and regional economic outlook is for continued slow growth.
Despite these positive trends, continued challenges include inflation, higher taxes, state and
federal challenges, and unknown implications of regulatory changes, such as those associated
with the drought.
Responsible management of the city's resources includes maintaining a focus on a sustainable
future by ensuring the city remains in good financial health, as today's decisions will impact
future spending levels. Although the city is entering the new fiscal year in a solid financial
position, future economic challenges remain. City staff continues to monitor local, state and
federal economic forecasts and routinely updates a ten-year forecast for the General Fund in
order to gauge the effects of today's actions on the city's future. The Preliminary Operating
Budget assumes that overall General Fund revenue will increase by approximately 2.8 percent
in FY 2015-16 compared to the previous year's projected revenue .
The Pre liminary Operating Budget for FY 2015-16 totals $240.4 million citywide, which
represents an increase of $12.9 million, or 5.7 percent, as compared to the FY 2014-15
Adopted Budget. Operating revenues are estimated at $244.9 million, which is about a $1
million , or 0.4 percent, increase over the current year's projections. The recommended General
Fund Operating Budget is $135 million, with estimated revenues of $137.7 million. This is a 2.8
percent increase in the estimated General Fund revenues as compared to the projected FY
2014-15 revenues, and an 8.3 percent increase in General Fund budgeted expenditures
compared to the FY 2014-15 adopted budget.
General Fund Estimated Revenues -The majority of the city's General Fund revenues come
from taxes. In the upcoming year, it is expected that property tax revenue will be approximately
$56.6 million. This is an increase of 4 percent from the revised FY 2014-15 projections. This is
based on improving assessed valuations, as provided by the County Assessor in May 2015.
Sales tax revenues generally move in step with economic conditions and have improved
markedly over the past two years (9.5 percent for FY 2012 to FY 2014). The city's sales tax
base is heavily weighted in the transportation and retail sectors. New auto sales, which
comprise approximately one-quarter of city sales tax revenue, have exceeded pre-recession
levels and hit an all-time high in the last quarter of 2014 . City sales tax revenues are expected
to increase by approximately 5.3 percent in FY 2015-16, contributing $34.9 million to the
General Fund. New retail additions in Carlsbad, such as La Costa Town Square, will add to the
sales tax base and the city will continue to benefit from earlier additions, such as the Legoland
Hotel and Lowe's, which opened in fall 2013.
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The FY 2015-16 revenues for Transient Occupancy Taxes (TOT) are estimated at $19.1 million,
an increase of 6 percent compared to FY 2014-15 estimates. TOT has increased by over 55
percent since FY 2010-11 , as new hotels, such as the Legoland Hotel and the Hilton Carlsbad
Oceanfront Resort & Spa have opened in the past years.
Franchise taxes are estimated at $5 million for FY 2015-16, an increase of 1.2 percent over the
FY 2014-15 projections. This increase can be attributed to Consumer Price Index (CPI) growth
and population growth.
This year, FY 2014-15, development-related revenues are estimated at $2.5 million. In FY
2015-16, we expect a 30 percent decrease in development related revenues, to approximately
$1.7 million.
General Fund Budgeted Expenditures-The General Fund contains most of the discretionary
revenues that fund basic core city services. The recommended General Fund Operating
Budget is $135 million , which represents a $10.4 million, or 8.3 percent increase as compared
to the FY 2014-15 Adopted Budget. Personnel cost increases of $3.9 million, or 4.9 percent
include additional staff, both short-term staffing to assist with succession planning and also
permanent increases to continue to provide excellent service to the community. Anticipated
increases in health insurance rates, higher retirement rates as projected by CaiPERS, and
previously negotiated wage increases are also included in the increase. Maintenance and
Operations increases include department operating requests, utility increases which have been
on the rise over the past few years, a 2.3 percent allowance for overall rising costs, and other
increases for items such as contractual services.
A few expenditures are discussed in more detail below:
Position Changes
A net increase of 4.5 full-time positions is reflected in the FY 2015-16 Operating Budget, as
compared to the FY 2014-15 Adopted Budget. Personnel changes account for $857,000 of the
overall personnel increases. It should be noted that some of the eliminated and added positions
occurred within the same department as a result of reorganization efforts to better align staff
resources with departmental and citywide priorities. For example, in Public Works the Property
& Environmental Management Director was eliminated, and a Public Works Superintendent was
added.
The FY 2015-16 Operating Budget includes the elimination of the following 11 .75 full-time
positions:
2.0 Client Systems Associate Administrator
1.0 Client Systems Administrator
4 .0 Custodian
2.0 Parks Maintenance Worker II
1.0 Property & Environmental Management Director
1.0 Secretary
0.75 Video Production Manager
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The FY 2015-16 Operating Budget includes the addition of the following 16.25 full-time
positions:
1.0 Account Clerk II
1.0 Asset Manager
1.0 Associate Contract Administrator
4.0 Associate Engineer
1.0 Code Compliance Specialist II
2.0 Communications Operator I
1.0 Community Relations Manager
1.0 Community Services Officer II
1.0 Equipment Technician I
0.25 Library Assistant II
1.0 Police Lieutenant
1.0 Police Records Specialist II
1.0 Public Works Superintendent
The net increase in hourly staff totals 1.74 FTE. This increase is due to the following:
Additions:
0.70 Human Resources
0.50 Information Technology
2. 34 Parks & Recreation
Eliminations:
1.00 Community & Economic Development
0.30 Library
0.50 Utilities
These changes result in a city workforce of 674.25 full and three-quarter time employees, and
159.51 hourly, full-time equivalent positions.
New Facilities -As the city completes capital projects, the cost of maintaining and operating
the facilities, including additional personnel if necessary, are added to departmental Operating
Budgets. Funding has been added to the Parks Maintenance department where additional
landscaped areas were added to the existing workload, such as, funding for maintenance at
added school sites, Lake Calavera trails expansion, and Fire Station #3 was added to the work
program.
Capital Outlay -There are six major capital outlay purchases (greater than $1 0,000) planned
in the General Fund for FY 2015-16:
• Exterior Waste Receptacles for libraries ($53, 136)
• New Stage for TGIF Concerts ($149,051)
• Pick-up Truck for Public Works Superintendent ($29, 160)
• Regional Communication System Radios ($1 ,469,604)
• Vehicle for Code Compliance Specialist ($30,000)
• Modular Furniture Reconfiguration for HR ($10,000)
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Other Budget Requests-The FY 2015-16 Preliminary Operating Budget also includes the
following transfers to other funds:
• $8,952,000 million to the Infrastructure Replacement Fund for major maintenance and
replacement of city infrastructure. This represents 6.5 percent of the General Fund
Revenues, the same as the percentage transfer for FY 2014-15.
• $209,735 to the Storm Water Program for reimbursement for the General Fund portion
of Storm Water expenses.
• $860,000 to the Median Maintenance and Street Tree Maintenance Special Revenue
Funds to cover cash shortfalls, as annual assessments collected from property owners
do not cover annual operating expenditures.
• $1,049,795 to the city's municipal golf course for debt service.
• $1,000,000 to the city's Worker's Compensation Fund to cover increased claims
settlements and estimated liability.
Finally, the Contingency is budgeted at 1.1 percent of the General Fund Operating Budget, or
$1 .5 million, for FY 2015-16, which is equal to the FY 2014-15 Adopted Budget. This resource
is available to the City Council to address unanticipated emergencies or unforeseen program
needs throughout the year.
Other Funds - Enterprise Fund revenues, including Water, Wastewater Services and Solid
Waste Management, are projected at $73.7 million, a decrease of $2.8 million, or 3.7 percent,
over current year projections. The budgeted expenditures are estimated at $70.4 million for FY
2015-16, which is an increase of $1 .5 million, or 2.1 percent, over the FY 2014-15 Adopted
Budget. The most significant change in Water Operations is due to the estimated increase in
the cost of water purchased from the San Diego County Water Authority (5.4 percent increase in
fixed and 4 percent increase in variable costs). The Operating Budget also includes funding for
depreciation replacement transfers related to growth and aging of the water infrastructure
system.
Wastewater operations are projected to remain relatively flat. Personnel increases mentioned in
the previous paragraph were offset with a decrease in anticipated depreciation expense.
Golf Course operations are expected to increase $679,000, or 9.1 percent over FY 2014-15,
primarily in payroll related expenses and funding for capital improvements at the course.
Revenues from Special Revenue Funds at $11 .2 million are expected to decrease $500,000
when compared to FY 2014-15 estimates. While it is not unusual to see Special Revenue funds
fluctuate from year to year, the most significant decreases for FY 2015-16 are anticipated in
affordable housing fees and police grants. Funding for special revenue funds includes grants,
donations, special fees, and assessments. Revenues do not always match expenditures in a
given year due to timing differences related to the receipt of grant and donation funding .
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The budget for the Redevelopment Obligation Retirement Funds (RORF) budgets total $1.3
million, with no change from the previous fiscal year.
More information regarding all of the city's projected revenues and Operating Budget
recommendations can be found in the attached exhibits.
FEES AND CHARGES FOR SERVICES
One of the City Council's goals is to annually evaluate fees and charges for services. A Cost of
Service Study was updated in FY 2014-15 to verify that fees don't exceed the cost of providing
the service. This study is updated every two years and changes are reflected in the FY 2015-
16 Operating Budget. Staff has reviewed all of the fee schedules and is recommending the
changes as shown in Exhibit 6, and further discussed below.
GENERAL CITY FEES
These are fees charged for the usage of city services and property, such as rentals. These
fees are increased annually by the increase in the annual West Urban Consumer Price Index
(CPI) published by the Bureau of Labor and Statistics, which reflects the cost of inflation. The
one year change in CPI is 1.86 percent. In addition to the CPI increase, there were changes to
some fees based on the results of the updated Cost of Service Study. The following fees are
proposed to change for FY 2015-16:
New Fees:
• Subpoena Deposit -$275. This fee is set by government code 68096 and is currently
being charged. It is just being added to the Master Fee Schedule.
Increasing Fees:
• Waste Management trash collection fees are listed on the Master Fee Schedule but
are a pass through fee. These fees are increasing for FY 2015-16.
• Police Photograph Copy (fee plus reproduction costs) from $25 to $45.
• Agricultural Water Rate from $3.70 to $4.15
• Backflow 3rd Notice from $23 to $24
• Water Meter-Construction Meter Relocation from $29 to $46
Decreased Fees:
• Police Audio Visual Copy from $51 to $45
• Police Fingerprinting from $25 to $15
• Check Processing Fee from $22 to $20
• Police Dispatch Historical Searches (per month searched) from $22 to $20
• Police Verification Letter from $14 to $10
• Police Storage/Impounded Vehicle Administrative Charge from $70 to $60
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DEVELOPMENT RELATED SERVICE FEES
These are fees charged to recover the cost of staff time and materials spent on development
related activities. Annually, Development Related Service Fees are increased by an index
stated in the respective resolution or ordinance establishing the fee. An annual review is
conducted to ensure that the fees being charged do not exceed direct and indirect costs of
providing the service. The Cost of Service Study is available from the Finance Department
upon request.
For FY 2015-16, Development Related Service fees will be increased by the one year change
in the associated index. Other fee changes are discussed below:
Decreased Fees:
• Certificate of Compliance in Lieu of Parcel Map from $3,000 to $2,846.
• Water Meter Installation 1 %" Turbo from $961 .20 to $913
• Permit-Automatic Sprinkler System-Commercial System 13-R Plan Check from $1 ,293
to $741.
• Permit-Automatic Sprinkler System-Commercial System-each additional riser-Plan
Check from $646 to $414.
• Retaining Wall Plan Check (valuation 0 to $50,000) from $533 to $369.
• Water Meter Installation 1 %"Turbo from $961.20 to $913
Deleted Fees:
The following fees are being removed due to amendments to the municipal code:
• Community & Economic Development-Environmental Monitoring Fee
• Community & Economic Development-Zone Code Amendment Fee
Increasing Fees:
• Water Meter lnstallation-1 " from $317 to $356.
• Water Meter lnstallation-1-1/2" from $574.50 to $595.
• Water Meter lnstallation-2" from $771 .60 to $823
• Water Meter lnstallation-2" Turbo from $987.11 to $1 ,044
• Water Meter lnstallation-3/4" from $301 to $305
• Water Meter lnstallation-5/8" from $268 to $272
• Fish and Game Fee-EIR-is increasing from $3,079.75 to $3, 119.75. This fee is set
by state statute and is a pass through fee.
• Fish and Game Fee -Negative Declaration -is increasing from $2,231.25 to $2,260.
This fee is set by state statute and is a pass through fee.
• Street Light Energizing Fees -will be increasing due to the induction rate charged by
San Diego Gas & Electric.
1
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DEVELOPMENT IMPACT FEES
These fees are used to recover the cost that growth will have on city infrastructure. These
fees will be increased by the index stated in the respective resolution or ordinance
establishing the fee, typically the Engineering News Record (ENR) construction cost index.
ENVIRONMENTAL IMPACT:
Pursuant to Public Resources Code Section 21 065, giving a presentation on the Preliminary
Operating Budget does not constitute a "project" within the meaning of CEQA in that it has no
potential to cause either a direct physical change in the environment, or a reasonably
foreseeable indirect physical change in the environment, and therefore does not require
environmental review.
EXHIBITS:
1. Fiscal Year 2015-16 Preliminary Operating Budget (Overview)
2. Operating Funds, Projected Fund Balances for FY 2014-15 and FY 2015-16
3. Operating Funds, Revenue Estimates for FY 2013-14 through FY 2015-16
4. Operating Funds, Budget Expenditure Schedule FY 2012-13 through FY 2015-16
5. Personnel Allocation Schedule FY 2013-14 through FY 2015-16
6. Proposed Fee Changes-FY 2015-16
The Preliminary Operating Budget and Capital Improvement Program for Fiscal Year 2015-16
is on file with the City Clerk.
2015-16 PRELIMINARY OPERATING BUDGET OVERVIEW Exhibit 1
The Operating Budget for FY 2015-16 totals $240.4 million, with revenues for the year estimated
at $244.9 million. General Fund revenues are estimated at $137.7 million and General Fund
budgeted operating expenditures are $135 million.
REVENUE
The following table shows the total operating revenues anticipated to be received by the city for
FY 2014-15, as well as those estimated for FY 2015-16.
REVENUE SUMMARY
BY FUND TYPE
{in Millions)
PROJECTED BUDGETED $ % FUND 2014-15 2015-16 CHANGE CHANGE
GENERAL FUND $ 134.0 $ 137.7 $ 3.7 2.8%
SPECIAL REVENUE 11.7 11.2 (0.5) -4.2%
ENTERPRISE 76.5 73.7 (2.8) -3.7%
INTERNAL SERVICE 20.1 20.8 0.7 3.4°/c
REDEV. OBLIG. RETIREMENT 1.5 1.5 --2.0%
TOTAL $ 243.8 $ 244.9 $ 1.0 0.4%
Revenue estimates for the Operating Budget indicate that the city will receive a total of $244.9
million in FY 2015-16, a change of about $1 million over the projected FY2014-15 revenues. The
significant changes from the prior year include a $3.7 million, or 2.8 percent, increase in the
General Fund from healthy increases in property tax, sales tax, transient occupancy tax revenues,
and business license tax combined. The Special Revenue funds show a decrease of $500,000,
or 4.2 percent from the prior year due to decreases in police grant funding and affordable housing
fees. Enterprise revenues are expected to decrease by $2.8 million, mainly due to a one-time
insurance reimbursement received in FY 2014-15 for a previously paid settlement. 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 following table provides a summarized outlook
f th . G IF d or e maJor en era un revenues.
SIGNIFICANT GENERAL FUND REVENUES
(In Millions)
PROJECTED BUDGETED $ %
2014-15 2015-16 CHANGE CHANGE
PROPERTY TAX $ 54.4 $ 56.6 $ 2.2 4.0°/c
SALES TAX 33.2 34.9 1.7 5.3°/c
TRANSIENT OCCUPANCY TAX 18.0 19.1 1.1 6.0°/c
FRANCHISE TAXES 5.0 5.1 0.1 1.2°/c
BUSINESS LICENSE TAX 4.3 4.5 0.2 4.0%
DEVELOPMENT REVENUES 2.5 1.7 (0.7) -30.0%
ALL OTHER REVENUE 16.7 15.9 (0.8) -4.80/c
TOTAL $ 134.0 $ 137.7 $ 3.7 2.8°/c
B-1
2015-16 PRELIMINARY OPERATING BUDGET OVERVIEW Exhibit 1
As we emerge from the Great Recession, General Fund revenues indicate healthy growth. Our
three largest revenue sources, property tax, sales tax, and transient occupancy tax (TOT), are
expected to total $110.6 million in FY 2015-16, comprising over 80 percent of General Fund
revenue. Revenues from sales tax and TOT are highly sensitive to changes in economic activity,
unlike property tax revenues, which tend to lag behind economic growth and remain relatively
stable over time . The biggest revenue source, property tax, is expected to grow by 4 percent to
$56.6 million, as assessed values continue to improve in residential and commercial real estate
and temporary reductions in assessed values phase out. The median price for a single family
residence in Carlsbad rose to $734,000, compared to $720,000 for the same time period, last
year. According to DataQuick, median home prices have increased in all city zip codes except
92010, the southeast quadrant of Carlsbad (first quarter 2015). Sales inventories have increased
by 14 percent compared to last year, which may explain why prices continue to increase, but at a
slower rate of growth than last year. Economists continue to forecast increased interest rates and
a tightening in Federal Reserve monetary policy, factors that could slow price appreciation in
residential real estate.
Property and Sales Tax Revenues
60 ~----------~----------------~
50+----,~._~9F~~~~--~
0 40 ~~----------------------------------------------------------; c: 0 30 l.;:::=i==.::::---====--~--E;;...._---j
:E 20 +-------------'-------------------;
-+-Sales Tax
---Property Tax .,.
10 +-------------------------------;
0 +-~----,-~----~~r--.----~-r----r--r--;
Fiscal Year
Property taxes tend to lag behind the rest of the economy, as the tax revenue for the upcoming
fiscal year is based on assessed values from January. Thus, the taxes to be received for FY
2015-16 are based on assessed values as of January 1, 2015.
Proposition 13, adopted in 1978, limits the annual increase in assessed values for property.
Under this proposition, assessed values (and the related property tax) can grow by no more than
two percent 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 past decades, we have seen robust growth in property
taxes due to new development, high turnover of existing homes, and double-digit growth in
housing prices.
B-2
2015-16 PRELIMINARY OPERATING BUDGET OVERVIEW
SALES TAX BY CATEGORY
FOURTH QUARTER 2014
CONSTRUCTION
4.3%
Exhibit 1
Sales tax revenues
generally move in step
with economic conditions
and have improved
markedly over the past
years. Comparing the
fourth quarter of calendar
year 2014 to the previous
year, sales tax cash
receipts in the State of
California increased by 3.9
percent, bolstered by
decreasing unemployment
in the state and continued
strength in automobile
sales. Economists at
UCLA expect statewide
taxable sales to maintain a
growth rate above 4 percent through 2017, as state unemployment improves and personal
incomes increase. The City of Carlsbad realized an increase of 1.8 percent in cash receipts for
the fourth quarter of 2014. New auto sales, which comprise approximately one-quarter of city
sales tax revenue, have exceeded pre-recession levels and hit an all-time high in the last quarter
of 2014. City sales tax revenues are expected to increase by more than 5 percent in FY 2015-
16, contributing $34.9 million to the General Fund. New retail additions in Carlsbad, such as La
Costa Town Square, will add to the sales tax base and the city will continue to benefit from recent
additions, such as the LegoLand Hotel and Lowe's, which opened in fall 2013.
Several years ago, the State of California implemented the "Triple Flip." The "Triple Flip" is
essentially a temporary swap of a X 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
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 above, the city's sales tax base is heavily weighted in the
transportation (predominantly new car sales) and retail sectors. These two sectors account for
two-thirds of taxable sales in Carlsbad. New car sales tax revenue dropped precipitously during
the recent recession, falling from $6.7 million in the fourth quarter of 2007 to a low of $4.4 million
in 2009. In the fourth quarter of 2014, new car sales hit a high of $7.4 million. Sales tax receipts
rose 7.3 percent year-over-year in the quarter ending December 2014, well ahead of statewide
growth of 3.9 percent.
Sales tax estimates also include approximately $1 million in Proposition 172 funds, which are
earmarked for public safety service expenditures. Proposition 172 requires that the Y2 cent
increase in California sales taxes be allocated to local agencies to fund public safety services.
B-3 II
2015-16 PRELIMINARY OPERATING BUDGET OVERVIEW Exhibit 1
Ill c
.9 14
12
10
8
6
4
2
0
2007
Transient Occupancy Taxes
2010 2013 2016e
The third highest General Fund
revenue source is Transient
Occupancy Tax (TOT, or hotel
taxes). TOT is forecast to increase
by 6 percent in FY 2015-16, from
approximately $18 million to just
over $19 million. As seen in the
accompanying graph, TOT has
increased by over 65 percent since
FY 2010-11, as new hotels, such as
the Legoland Hotel and the Hilton
Oceanfront Resort & Spa (recently
renamed Cape Rey Carlsbad, a
Fiscal Year Hilton Resort) have opened in the
past years. Overall improvement in the national and state economies has also bolstered tourism
in the region, and the San Diego Tourism Authority expects the average daily rate (ADR) to
improve by 6 percent in 2015. Carlsbad currently has over 4,000 hotel rooms and over 1,000
vacation rentals, and continues to benefit from increasing daily room rates and improving
occupancy rates.
6
5
4
3
2
0
2007 2010
Franchise Taxes
2013 201 6e
Fiscal Year
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
•other Franchise business. The city currently has
•SDG&E
Franchise
franchise agreements for cable TV
service, solid waste services, cell
sites, fiber optic antenna systems
and gas and electric services. The
cable and solid waste franchises
have been growing along with the
growth in population, changes in
their rate structures, and the
newest cable franchises, AT&T and Time Warner.
to increase by approximately 1 percent.
continued growth of the city's
Overall, franchise tax revenues are projected
SDG&E pays franchise taxes for the use of the public land over which they transport gas and
electricity. The city also receives an "in-lieu" franchise tax based on the value of gas and electricity
transported on SDG&E lines, but purchased from another source. The "in-lieu" tax captures the
franchise taxes on gas and electricity that is transported using public lands but which would not
otherwise be included in the calculations for franchise taxes, due to deregulation of the power
industry. The majority of the "in-lieu" taxes received is attributable to Cabrillo Power, the operator
of the Encina power plant, and is based on the gas used in the generation of electricity. The
continued reduction in operations at the Encina power plant is projected to negatively impact the
"in-lieu" franchise tax paid by SDG&E, although revenues from this source are expected to
stabilize in FY 2015-16 and remain stable for several years.
Development-related revenues are derived from fees for 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 actual development.
B-4 I~
2015-16 PRELIMINARY OPERATING BUDGET OVERVIEW Exhibit 1
During FY 2009-10, development-related revenues began to turn around from historic lows
experienced in FY 2008-09. During FY 2010-11, this revenue source continued to strengthen,
especially on the non-residential side, with the permitting of the new Isis Pharmaceuticals
headquarters and the Hilton Beachfront Hotel. Development-related revenues have fluctuated in
the past years in line with increases and decreases in residential, commercial and industrial
development. In FY 2012-13, revenues rose from $2.7 million to $3 million, following a marked
increase in commercial space permitted. This year, FY 2014-15, development-related revenues
are estimated at $2.5 million. In FY 2015-16, we expect a 30 percent decrease in development
related revenues, to approximately $1.7 million.
Business license taxes are closely tied to the health of the local economy, and are projected to
increase by 4 percent to an estimated $4.5 million in FY 2015-16. There are currently about 9,600
licensed businesses in Carlsbad, with just over 2,400 of them home-based.
All other revenues include transfer taxes, interest earnings, ambulance fees, recreation fees,
and other charges and fees. The estimate for FY 2015-16 totals $15.9 million, an $800,000, or
4.8 percent, decrease from the previous year, primarily due to a change in how interdepartmental
allocations are calculated.
Interdepartmental charges are generated through engineering services charged to capital
projects, reimbursed work from other funds and miscellaneous interdepartmental expenses
charged to funds outside the General Fund for services performed by departments within the
General Fund.
Transfer taxes are those taxes paid to the county upon the transfer of interests in real estate. The
tax is 55 cents per $1 ,000 of property value, and is split equally between the county and the city.
Carlsbad expects to receive approximately $1 .1 million in transfer taxes for FY 2015-16, which is
essentially unchanged from FY 2014-15. Housing prices are increasing at a slower pace, and
inventories should increase slightly due to new construction. Economists continue to predict Fed
action to increase rates, and this could increase historically low mortgage interest rates. 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 $1 .3 million in interest on its General
Fund investments for Fiscal Year 2015-16, as the yield on the city's portfolio is expected to remain
approximately one percent and is not expected to substantially improve in the coming fiscal year.
B-5
2015-16 PRELIMINARY OPERATING BUDGET OVERVIEW Exhibit 1
$Millions General Fund Revenues
140 2.8%
135
130
125
120
115
110
105
100
FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 FY 2014 FY 2015e FY 2016e
Overall, as reflected in the bar chart, General Fund revenues are expected to be up 2.8 percent
from FY 2014-15, as property tax, sales tax, and TOT continue to improve. Although the city
experienced revenue growth between 9 and 17 percent in the late 1990's, it was not sustainable.
Much of those increases were due to the opening of new hotels, restaurants, retail centers, and
new home development. As new development slows, it will be increasingly more difficult to
produce double-digit growth in revenues. An improving economy is certainly driving General Fund
revenues higher, but revenue growth should remain around 4 percent in the coming years.
The City has a General Fund reserve policy that sets a minimum reserve of 30 percent of the
General Fund Operating Expenditures. In addition, the policy sets a target reserve of 40 percent
to 50 percent of General Fund Operating Expenditures. The minimum reserve would provide
approximately three to four months of operating expenditures for unforeseen emergencies. At
the end of FY 2014-15, the unassigned General Fund balance is projected to be approximately
$86.9 million. At the end of FY 2015-16, the reserve is projected to be approximately $89.7
million, or 66 percent, of the FY 2015-16 Budget. The reserve amount is consistent with Council
Policy 74: General Fund Reserve Guidelines.
Other Funds
Revenues from Special Revenue funds are expected to total $11 .2 million in FY 2015-16, a
$90,000, or 4.2 percent, decrease from FY 2014-15. The types of programs supported within
Special Revenue funds are those funded by specific revenue streams such as:
• Grants (Rental Assistance-Section 8 and Community Development Block Grants)
• Special fees and assessments (Affordable Housing and Maintenance Assessment Districts)
• Donations (Library, Cultural Arts, Recreation and Senior Donations)
B-6
2015-16 PRELIMINARY OPERATING BUDGET OVERVIEW
Maintenance
Districts
29%
SPECIAL REVENUE FUNDS
2015-16 PROJECTED REVENUES
Donations and
Grants
Affordable
Housing
6%
3%
Rental Assistance
53%
Exhibit 1
The most noteworthy changes in the Special Revenue funds occurred in the Affordable Housing
Trust Fund (decreased $263,000, or 29 percent), the Police Grants Fund (decreased $289,000,
or 100 percent), and the Rental Assistance Program (decreased $188,000, or 3.1 percent).
Enterprise fund revenues for FY 2015-16 are projected at $73.7 million, a decrease of $2.8
million, or 3. 7 percent, over current year projections.
Enterprise funds are similar to a business, in that rates are charged to support the operations that
supply the service. Carlsbad Enterprise funds include water and recycled water delivery,
wastewater services, solid waste management, and operation of a golf course. In addition to
paying for the wholesale and fixed water costs , the FY 2015-16 Operating Budget includes
funding for replacement of Carlsbad's water infrastructure, ongoing meter replacements, and
building sufficient operating reserves.
The Water Enterprise Fund revenue is estimated at $49.2 million, a decrease of $3.1 million, or 6
percent over the current year estimate. The decrease is primarily due to a one-time insurance
reimbursement received in the current fiscal year. In addition, recycled connection fee revenue
is expected to decrease in FY 2015-16. Revenue from water sales is not expected to increase
substantially, because of the anticipated decrease in water usage as mandated by the State.
Anticipated increases paid to the San Diego County Water Authority include an estimated 2
percent increase to the wholesale purchase cost of water and an estimated 4.6 percent increase
in the fixed charges for water purchases. Proposed rate increases for the upcoming fiscal year
will be presented in the fall of this year pending further analysis by staff with consideration of
drought impacts.
Estimated revenues for Wastewater are $12.8 million; no change from the current year
estimate. The revenue reflects estimated rate increases of 2 percent, to fund the ongoing cost of
operations, maintenance, and funding for replacement of infrastructure, as well as providing a
sufficient operating reserve. Although rates are expected to increase, revenues are projected to
remain flat due to decreases in wastewater flows.
B-7
2015-16 PRELIMINARY OPERATING BUDGET OVERVIEW Exhibit 1
Estimated revenues for the Golf Course are $8.3 million, up 5.4 percent or $419,000 from the
current year estimate, primarily in projected food and beverage sales.
Internal Service funds show estimated revenues of $20.8 million for FY 2015-16, a 3.4 percent
increase over FY 2014-15 projections. Worker's compensation settlements and estimated claims
continue to increase. In FY2014-15 there was a $2 million transfer in to the fund and a $1 million
transfer is planned from the General Fund in FY 2015-16, therefore the total revenue shows a
decrease compared to the current year estimate. Interdepartmental charges are increasing 25
percent, or $400,000 in order to grow the reserve for estimated claims liability.
Vehicle Maintenance and Replacement fund revenues for FY 2015-16 are increasing $1 .1
million, or 21.8 percent over FY 2014-15 projections, due to the rising cost of replacement and
new vehicles, as well as increased maintenance and gas and oil costs.
Internal Service funds account for services provided within the City itself, from one department to
another, on a cost reimbursement basis. These include programs such as the self-insurance
funds for Workers' Compensation and General Liability (Risk Management}, as well as Vehicle
Maintenance and Replacement, and Information Technology. Departments pay for these
services; therefore, the rates charged are based on the cost to provide the service. The goal of
an Internal Service fund is to match budgeted expenses with charges to the departments.
The Redevelopment Obligation Retirement Fund (RORF) revenues are budgeted at $1 .5
million, slightly less than FY 2014-15 estimates. Although the Redevelopment has been
dissolved, the California Department of Finance has approved the repayment of the approximately
$8.1 million (plus accrued interest) loaned to both former redevelopment areas by the General
Fund. Loan payments of approximately $1 million per year will be made to the city, and 20 percent
of this repayment will be set aside for future affordable housing.
B-8 )LP
2015-16 OPERATING BUDGET OVERVIEW Exhibit 1
EXPENDITURES
The city's Operating Budget for FY 2015-16 totals $240.4 million, which
represents an increase of about $13 million, or 5.8 percent, as compared to
the adopted FY 2014-15 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 for the city to continue to provide the very
best services to the community while finding operating efficiencies, reducing costs wherever
possible, and planning for the future. The goal was to achieve a balanced budget for the coming
fiscal year while still maintaining the city's long-term financial health and ensuring that future
costs can be met without negatively impacting the services provided to the community. All known
and ongoing operating expenses were incorporated in the FY 2015-16 Preliminary Operating
Budget, as well as in the long-term financial forecast.
Responsible management of the city's resources includes maintaining a focus on a sustainable
future by ensuring the city remains in good financial health, as today's decisions will impact future
spending levels. Although the city is entering the new fiscal year in a solid financial position, the
city will pursue allocating resources in a manner that provides the best services for the people of
Carlsbad. The following policies for FY 2015-16 were established in line with conservative
estimates for future revenue growth:
• Continue to provide excellent services to our residents.
• Increase in the number of staff positions were allowed in instances where community
priorities would be served. In addition, increases were allowed for short-term staffing
needs to assist with succession planning while maintaining high levels of service.
• Modest growth (2.3 percent) was allowed for maintenance and operations in order to
allow departments to meet escalating costs. Additional growth was allowed for utility
costs (SDG&E) where precipitous increases occurred over the past several years.
• Increases were considered for new initiatives where community priorities would be
served.
• All departments exercised prudence in budgeting and considered cost containment
measures and set discretionary budgets at minimum levels.
The city uses an "Expenditure Control Budget" (ECB) process in budgeting, where each
department is given a block appropriation containing sufficient funds to provide the current level
of services for the upcoming year. For FY 2015-16, departments were allowed a 2.3 percent
increase, if needed, for their expenditures for maintenance & operations (M&O). As a result of
the economic recession, block budgets were reduced in both FY 2008-09 and FY 2009-10 in
order to align expenses with falling revenues. In order to gain further operating efficiencies, the
city's organizational structure was realigned in FY 2010-11 . Since the beginning of the
recession, the city has eliminated 40.5 full-time equivalent (FTE) positions in order to contain
costs. In the FY 2015-16 budget, there is a net increase of 4.5 full-time equivalent positions. No
additional appropriations are expected during the fiscal year, except in the case of significant
unanticipated events. As in past years, amounts that are unspent at the end of the fiscal year
will be carried forward to the next year, or will increase the city's reserves. At the end of FY
2014-15, the amounts carried forward by each department will be capped at no more than 10
percent of the previous year's Adopted Budget. Departments are allowed to request additional
carry forward amounts from remaining unspent funds, for items funded in FY 2014-15 which
would be completed in FY 2015-16.
B-9 17
2015-16 OPERATING BUDGET OVERVIEW Exhibit 1
Budgeted Expenditures
Through the application of these guidelines and policies, the FY 2015-16 Operating Budget of
$240.5 million was developed.
Position Changes
A net increase of 4.5 full-time positions is reflected in the FY 2015-16 Operating Budget, as
compared to the FY 2014-15 Adopted Budget. These position changes in addition to the un-
funding of 3.0 full-time positions and some limited term overstaffing resulted in an approximate
citywide personnel increase of $857,000 for the coming year.
The FY 2015-16 Operating Budget includes the elimination of the following 11 .75 full-time
positions:
2.0 Client Systems Associate Administrator
1.0 Client Systems Administrator
4.0 Custodian
2.0 Parks Maintenance Worker II
1.0 Property & Environmental Management Director
1.0 Parks & Recreation Secretary
0. 75 Video Production Manager
The FY 2015-16 Operating Budget includes the addition of the following 16.25 full-time positions:
1.0 Account Clerk II
1.0 Utilities Asset Manager
1.0 Associate Contract Administrator
4.0 Associate Engineer
1.0 Code Compliance Specialist II
2.0 Communications Operator I
1.0 Community Relations Manager
1.0 Community Services Officer II
1.0 Equipment Technician I
0.25 Library Assistant II
1.0 Police Lieutenant
1.0 Police Records Specialist II
1.0 Public Works Superintendent
The net increase in hourly staff totals 1. 7 4 FTE. This increase is due to the following:
Additions:
0.70 Human Resources
0.50 Information Technology
2.34 Parks & Recreation
Eliminations:
1.00 Community & Economic Development
0.30 Library
0.50 Utilities
These changes result in a city workforce of 674.25 full and three-quarter time employees, and
159.51 hourly, full-time equivalent positions.
New Facilities
B-10
2015-16 OPERATING BUDGET OVERVIEW Exhibit 1
The city has a 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,
including additional personnel if necessary, are added to departmental operating budgets. There
are no new facilities expected to open in FY 2015-16.
Budget by Fund Type
The table below shows the changes in the proposed Operating Budget for FY 2015-16, as
compared to the Adopted Budget for FY 2014-15.
BUDGET EXPENDITURE SUMMARY
BY FUND TYPE
(In Millions)
BUDGET BUDGET $ %
FUND 2014-15 2015-16 CHANGE CHANGE
GENERAL FUND $ 124.6 $ 135.0 $ 10.4 8.3°/c
SPECIAL REVENUE 10.6 11.7 1.1 10.0°/c
ENTERPRISE 68.9 70.4 1.5 2.1o/c
INTERNAL SERVICE 21 .9 22.0 0.1 0.4°/c
REDEV. OBLIG. RETIREMENT 1.3 1.3 --1.9°/c
TOTAL $ 227.3 $ 240.4 $ 13.0 5.8°/c
The General Fund contains most of the discretionary revenues that support basic core 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 budgeted expenditures by fund and program.
GENERAL FUND SUMMARY
BY EXPENDITURE TYPE
(In Millions)
BUDGET BUDGET $ %
2014-15 2015-16 CHANGE CHANGE
PERSONNEL $ 78.3 $ 82.1 $ 3.9 4.9o/c
MAINTENANCE & OPERATIONS 36.1 39.1 3.0 8.3o/c
CAPITAL OUTLAY 0.1 1.7 1.6 1220.3o/c
TRANSFERS 10.1 12.1 1.9 19.2o/c
TOTAL $ 124.6 $ 135.0 $ 10.4 8.3o/c
General Fund
The total Operating Budget for the General Fund for FY 2015-16 is $135 million, which is 8.3
percent greater than the previous year's Adopted Budget of $124.6 million. The total increase is
attributable to a $3.9 million, or 4.9 percent increase in Personnel, a $3.0 million or 8.3 percent
increase in Maintenance & Operations costs, and a $1 .6 million overall increase in Capital
Outlay, as can be seen in the table above. Transfers to other funds increased $1.9 million, or
19.2 percent. These changes are discussed in more detail below.
B-11
2015-16 OPERATING BUDGET OVERVIEW Exhibit 1
Personnel costs make up approximately 61 percent of the General Fund budget, so any
changes in these costs can have a significant effect on the total budget. The total personnel
budget for FY 2015-16 is $82.1 million, which is $3.9 million, or 4.9 percent more than the
previous year's total personnel budget of $78.3 million.
GENERAL FUND
PERSONNEL COSTS
(In Millions)
BUDGET BUDGET $ %
2014-15 2015-16 CHANGE CHANGE
SALARIES $ 54.5 $ 56.5 $ 2.0 3.7%
RETIREMENT 14.3 15.2 0.9 6.7%
HEALTH INSURANCE 6.8 7.2 0.4 5.4%
WORKERS COMP 1.5 1.9 0.4 24.4%
OTHER PERSONNEL 1.2 1.4 0.2 12.8%
TOTAL $ 78.3 $ 82.1 $ 3.9 4.9°/c
The table above shows the breakdown of personnel costs for the General Fund. Salaries include
full and part-time staff costs and are expected to increase in FY 2015-16 by $2 million, or 3. 7
percent. The increase is mainly due to previously negotiated wage increases scheduled to occur
in FY 2015-16, as well as the net addition of 4.5 full-time staff and 1.74 part-time staff.
Retirement rates as projected by CaiPERS will increase in FY 2015-16 by about 2.1 percent of
payroll for General and Management employees, representing an 8.5 percent increase, and by
about 1.6 percent of salary for Safety employees, representing a 4.5 percent increase. These
rate increases for the city will result in an increase of approximately $800,000 for the General
Fund in FY 2015-16. Larger increases, approved by CaiPERS, will go into effect in FY 2016-17.
Health insurance rates are up slightly, while Worker's Compensation expense is projected to
increase 24.4 percent due to increasing liability estimates and settlements. Miscellaneous other
personnel costs, such as bi-lingual pay, are also projected to increase by $200,000, or 13.1
percent in FY 2015-16.
Departments with part-time hourly employees were also given adjustments based on an
amended hourly salary schedule following review of hourly salary ranges in the San Diego public
agency market. The review determined that many of the ranges were out of alignment with the
local market. The annual impact of the adjustments was estimated at $235,000.
Maintenance & Operations costs (or M&O) represent about 29 percent of the total General
Fund budget, and include the budgets for all program expenses other than personnel, capital
outlay and transfers. Overall, total M&O costs are projected at $39.1 million, an increase of
about $3 million, or 8.3 percent, for FY 2015-16 as compared to FY 2014-15. Maintenance &
Operations costs are discussed more fully by program later in the report.
Capital Outlay includes budgeted equipment purchases over $1 ,000. Capital outlay purchases
of $1 .7 million are budgeted in the General Fund for FY 2015-16. The complete list listed of
proposed capital purchases is shown on page J-1 .
B-12 ~0
2015-16 OPERATING BUDGET OVERVIEW Exhibit 1
Transfers are amounts anticipated to be transferred from the General Fund to another city fund .
The transfers included in this year's proposed budget are to the following funds:
Advances are amounts anticipated to be transferred from the General Fund to another city funds
and are expected to be repaid to the General Fund in future years. No General Fund advances
are included in this year's Operating Budget.
Another way of looking at the General Fund budget is by program. The chart below compares
the total FY 2015-16 Budget to the amounts adopted in the previous year. A brief description of
each department and its services and a summary of significant department budget changes in
the FY 2015-16 Operating Budget, are noted below the chart.
GENERAL FUND EXPENDITURES
BY DEPARTMENT
(In Millions)
BUDGET BUDGET $ %
DEPARTMENT 2014-15 2015-16 CHANGE CHANGE
POLICY & LEADERSHIP GROUP $ 5.6 $ 6.0 $ 0.3 5.8%
COMMUNITY & ECONOMIC DEV 8.9 9.3 0.4 4.2°/.
ADM SVCS -FINANCE 3.7 4.2 0.4 11.7°/.
ADM SVCS -HUMAN RESOURCES 2.9 3.2 0.3 10.9%
ADM SVCS-RECORDS MANAGEMENT 0.3 0.3 --8.70/.
FIRE 18.9 20.4 1.5 7.9%
LIBRARY & CULTURAL ARTS 11.2 12.0 0.8 7.3%
PARKS & RECREATION 14.8 15.1 0.3 1.9%
POLICE 29.1 ,. 32.3 3.2 11.1%
PW-ADMINISTRATION 1.2 1.6 0.4 29.2%
PW-ENVIRONMENTAL MANAGEMENT 0.3 0.4 0.1 25.7°/.
PW -PROPERTY & FLEET 5.8 5.3 (0.4) -7.8°/.
PW-TRANSPORTATION 8.3 9.0 0.6 7.5%
NON-DEPARTMENTAL 13.5 16.0 2.5 18.8°/c
TOTAL $ 124.6 $ 135.0 $ 10.4 8.3°/c
• The Policy & Leadership Group consists of all elected officials, the City Manager's
Office, the City Attorney's Office and Community Outreach and Engagement. The
$328,000, or 5.8 percent increase for FY 2015-16 includes $60,000 to update and
reaffirm the community values identified in the Envision Carlsbad program, and $60,000
for recodification and republication of the city's Municipal Code.
• The Community and Economic Development Department includes housing and
neighborhood services, economic development, planning, development services,
building inspection, and land use engineering. The increase over FY 2014-15 is about
$377,000, or 4.2 percent, and includes the addition of limited-term staff to assist with
succession planning while ensuring continuous high levels of service, and a full-time code
compliance specialist (including a vehicle for the added position) to provide increased
oversight and enforcement of city regulations, such as the recently adopted ordinance
regulating vacation rental properties within Carlsbad. Funding of $120,000 is also
included for improvements to the Faraday Administrative Center reception and front
B-1 3
2015-16 OPERATING BUDGET OVERVIEW Exhibit 1
counter areas to improve the customer service experience and promote a more
collaborative workplace.
• The Administrative Services Finance division provides the services of accounting,
financial reporting, capital and operating budgeting, payroll, billing and collections,
records management, citywide mail processing, purchasing and receiving, fiscal
oversight, and long-term financial planning for the city. The increase of about $440,000,
or 11 .7 percent, includes reclassification and funding of an existing vacant position for a
new real estate manager position, and adding a full-time account clerk to serve as
receptionist for the Faraday Administrative Center.
• The Administrative Services Human Resources division supports the city with staffing
and recruitment, employee development, performance management, and compensation
and labor relations services. The increase of $312,000, or 10.9 percent, is primarily due
to temporary overstaffing to assist with succession planning , and $100,000 for design
enhancements of the Performance Management and Pay for Performance model.
• The Administrative Services Records Management division budget remains relatively
flat when compared to the previous year.
• The Carlsbad Fire Department provides emergency operations, emergency
preparedness, and fire prevention services to safeguard lives, property and the
environment in the City of Carlsbad. The FY 2015-16 Operating Budget reflects a 7.9
percent, or $1,490,000 increase. In addition to negotiated personnel related increases
($433,000), funding of $590,000 is included for replacement of Regional Communications
System (RCS) radios that are compliant with the next generation system. Internal service
costs for vehicle replacement and maintenance as well as information technology
increased by $430,000, and additional funding is included for on-going training needs
and a peer support program, repair and replacement of protective equipment and
breathing apparatus.
• The Library and Cultural Arts Department provides staffing and a wide variety of
programming for two library branches, a library learning center, and a cultural arts office.
The department's budget is projected to increase by $817,000, or 7.3 percent, from FY
2014-15. Included is a $175,000 increase to the library materials budget, to address
increasing demand, particularly for electronic materials, and bring the department back
to pre-recession spending levels. The proposed budget includes $100,000 forwayfinding
signage at both libraries to bring higher visibility to the public from the roadways and up
to each building. The spending plan also includes one-time funding of $165,000 for a
comprehensive plan for arts and cultural development in Carlsbad. In addition, $149,000
is included to replace the stage for the popular annual Jazz in the Park concert series.
B-14
2015-16 OPERATING BUDGET OVERVIEW
• The Parks & Recreation
Department plans, staffs and
maintains the city's parks and
recreational facilities,
provides an assortment of
recreational programs for all
ages, maintains landscaping
at facilities throughout the
city, and manages the city's
open space areas. The FY
2015-16 budget is $286,000 ,
or 1.9 percent greater than
the FY 2014-15 budget.
Additional funding is included
for grounds maintenance at
Exhibit 1
school sites, and private security for park sites. New program costs for Alga Norte
Concessions, the Senior Nutrition Program, Kidz Camp expansion, and VIP Movie
Premier will be offset by increased revenues.
• The Carlsbad Police Department provides high quality public safety services to the
community by enforcing laws and ordinances, preserving the peace, and providing for
the protection of life and property. Overall, the department's costs are increasing by $3.2
million, or 11 .1 percent, for FY 2015-16. The net addition of four full-time staff, supported
by the ICMA study recently completed, is approximately $386,000. The increase includes
the addition of an associate contract administrator, a police lieutenant, a police records
specialist, two communications operators, and one community services officers, partially
offset by unfunding two police officer positions. As with Fire, the spending plan includes
$879,000 to replace RCS radios that are compliant with the next generation system.
• Public Works Administration has a $352,000, or 29.2 percent increase when compare
to FY 2014-15. Because this division is relatively new, the positions in this department
were previously allocated to other divisions, resulting in an increase in total personnel
costs when compared to previous years.
• The Public Works Environmental Management Department manages the city's
environmental programs, which include storm water, habitat and other environmental
maintenance and monitoring programs. The increase of $84,000 from the prior year's
budget is primarily due increased personnel costs.
• The Public Works Property & Fleet division manages all city-owned property. The
FY2015-16 budget decreased $447,000 from the prior year due to reorganization within
the Public Works department and elimination or reallocation of staff to other divisions.
Three general fund custodian positions were eliminated and the property and
environmental management director position was also eliminated, partially offset by the
addition of a public works superintendent.
• The Public Works Transportation Department manages all streets, traffic and other city-
wide transportation services, including city traffic engineering, traffic signal monitoring
and maintenance, storm drain engineering, and maintenance of all city streets and
roadways. The FY 2015-15 budget reflects an increase of $623,000, a 7.5 percent
increase over FY 2014-15. The largest increase of $453,000 includes the addition of two
associate engineers for transportation capital projects, and negotiated salary increases.
B-15
2015-16 OPERATING BUDGET OVERVIEW Exhibit 1
• Non-departmental expenses include the transfers previously discussed, the Council
Contingency account, and administrative and other expenses not associated with any
one department. The non-departmental budget is expected to increase by $2 .5 million,
or 18.8 percent, in FY 2015-16. The increase is due to increased transfers to the
Worker's Compensation Fund ($1 million), the Infrastructure Replacement Fund
($650,000), The Median and Tree Benefit Districts ($321 ,000) and professional and legal
services which support citywide initiatives.
The Council Contingency is a budgeted amount that is available to the City Council to
address unanticipated emergencies or unforeseen program needs during the fiscal year.
Prior to the economic recession, the Council Contingency budget provided between 2
and 2.5 percent of the General Fund Operating Budget for these unforeseen costs. For
FY 2015-16, the Contingency is budgeted at $1 .5 million, with no change when compared
to the prior year.
$Millions
140.0
120.0
100.0
80.0
60.0
40.0
20.0
0.0
History of General Fund Expenditures
8.3%
FY2008 FY2009 FY2010 FY2011 FY2012 FY2013 FY2014 FY2015e FY2016e
$118.7m S111.9m $115.2m $107.9m $112.6m $11.1.2m$122.7m $124.6m $135.0m
As reflected in the chart above, the city's expenditures were reduced significantly with the City
Council's revised budget in FY 2008-09, reflecting a 5. 7 percent decrease from the FY 2007-08
Adopted Budget. FY 2009-10 showed a 2.9 percent increase, followed by another large
reduction of 6.3 percent in FY 2010-11. FY 2012-13 General Fund expenditures decreased by
$1.4 million, or 1.2 percent. The current FY 2014-15 anticipates a 1.5 percent increase in
spending, and the proposed plan for FY 2015-16 reflects an 8.3 percent increase.
Changes in Other Funds
Special Revenue funds, at $11.7 million, show a $1.1 million dollar increase when compared to
FY 2014-15. While there are several Special Revenue funds with fluctuations from year to year,
the most significant decrease is in CDBG grant funding, with a $379,000 increase over the prior
year. The library gifts and bequests funding has increased $285,000 to support peripheral
projects related to the library remodel projects.
B-16
2015-16 OPERATING BUDGET OVERVIEW Exhibit 1
Enterprise funds total $70.4 million, which is an increase of $1 .5 million, or 2.1 percent, over the
FY 2014-15 Adopted Budget. Staffing increases include the addition of two associate engineers
and one asset manager position to assist in the management and construction of utility water
and wastewater assets. The most significant change in Water operations is due to the estimated
increase in the cost of water purchased from the San Diego County Water Authority (5.4 percent
increase in fixed charges and a 4 percent increase in variable costs). The Operating Budget
also includes funding for depreciation replacement transfers related to growth and aging of the
water infrastructure system.
Wastewater operations are projected to remain relatively flat. Personnel increases mentioned
in the previous paragraph were offset with a decrease in anticipated depreciation expense.
Golf Course operations are expected to increase $679,000, or 9.1 percent over FY 2014-15,
primarily in payroll related expenses and funding for capital improvements at the course.
The Internal Service funds total $22 million, with almost no net change from FY 2014-15. There
are, however, large swings in the individual funds themselves, as discussed below.
• The General Liability/Risk Management budget shows an increase of approximately
$191,000, or 10.6 percent, due to one-time funding for the second phase of the city's
ADA transition plan in regards to inspection and assessment of all city public facilities.
• The Self-Insured Benefits budget shows a decrease of approximately $2 .5 million on
the expenditure side; due to the prior year spike of $2 million for a one-time transfer out
to the worker's compensation fund for money originally set aside to mitigate pension
increases. There was a need to supplement the worker's compensation fund due to
increases in settlements and estimated claims liability, and the pension set-aside was no
longer needed.
• The Vehicle Replacement budget shows a substantial increase of $2.1 million.
Replacement of vehicles can vary greatly from year to year. While purchases slowed
down for several years, the upcoming year represents an effort to catch up on
replacements, and includes the purchase of a fire truck at almost $1 million.
• The Vehicle Maintenance costs remain relatively flat in FY 2015-16.
• The Information Technology budget shows an overall decrease due to a spike in the
previous year for replacement purchases. The overall decrease is $909,000, which is
the net of a $1.3 million decrease in replacement purchases, and an increase in the
department's operating budget of approximately $378,000, from the prior fiscal year. This
department has seen increases in software maintenance and contractual services of both
existing and new technology projects. The cost of staffing has also increased as the
department has seen a greater need for some key professional positions which come at
a higher cost based on market demand for those skills.
The budget for the Redevelopment Obligation Retirement Funds (RORF) has remained flat,
when compared to the previous year. The ROPS identifies financial commitments of the former
RDA, including $250,000 in administrative costs, which will be paid from semi-annual tax
increment revenue received by the Successor Agency and annual debt service
requirements. Every six months a new ROPS must be prepared and approved by the Oversight
Board, the County of San Diego and the State of California in order to receive additional tax
increment.
SUMMARY
B-17
2015-16 OPERATING BUDGET OVERVIEW Exhibit 1
This Operating Budget for FY 2015-16 provides a balanced budget for the coming fiscal year
while continuing with a long-term plan to sustain a balanced budget in future years. Significant
ongoing operating expenses were identified and incorporated in the FY 2015-16 proposed
spending plan, to ensure ongoing financial obligations of the city are met. The Carlsbad
economy is continuing to improve, as a strong economic base is aided by the addition of hotel,
retail and commercial projects. Major revenue sources are improving in the city, with continued
gains seen in property tax, sales tax, and hotel tax revenues.
Carlsbad still faces economic challenges from a fluctuating economy, continued increases in
utility and water rates compounded with the call for drastic water use reductions due to the
drought. The impact that budget decisions at the state and federal levels could have on the city's
financial situation are also a potential threat. To meet these challenges, the city has initiated a
program to evaluate all city operations looking for opportunities to reduce costs through
efficiencies, shared services or contracting out services in some areas when that makes sense.
The city has already seen results from these efforts. As costs for utilities, insurance, and supplies
have increased, departments have been able to reduce costs in other areas to maintain a
balanced budget without impacting services provided to the community.
The City of Carlsbad is entering the new fiscal year in a solid financial position and focused on
the future. Careful planning and responsible management have allowed the city to not only
maintain core services, but to also move ahead on community projects and other investments
that contribute to an excellent quality of life in our community. Promoting a strong local economy
and bringing more jobs to the city is a top priority. Due to continued fiscally conservative
practices, the city is in an excellent position to take advantage of new economic opportunities
that will allow our community to thrive now and for many years in the future.
8-1 8
FUND
!GENERAL FUND
TOTAL GENERAL FUND
!sPECIAL REVENUE
AFFORDABLE HOUSING
BUENA VISTA CHANNEL MAINTENANCE
CITIZEN'S OPTION FOR PUBLIC SAFETY
COMMUNITY ACTIVITY GRANTS
COMMUNITY DEVELOPMENT BLOCK GRANT
CULTURAL ARTS DONATIONS
LIBRARY AND ARTS ENDOWMENT FUND
LIBRARY GIFTS/BEQUESTS
LIGHTING AND LANDSCAPING DISTRICT NO. 2
LOCAL CABLE INFRASTRUCTURE FUND
MEDIAN MAINTENANCE
PARKING IN LIEU
POLICE ASSET FORFEITURE
POLICE GRANTS
RECREATION DONATIONS
RENTAL ASSISTANCE -SECTION 8
SENIOR DONATIONS
STREET LIGHTING
STREET TREE MAINTENANCE
TOTAL SPECIAL REVENUE
I ENTERPRISE
WATER OPERATIONS
RECYCLED WATER OPERATIONS
WASTEWATER OPERATIONS
SOLID WASTE MANAGEMENT
GOLF COURSE
TOTAL ENTERPRISE
I INTERNAL SERVICE
WORKERS' COMPENSATION
RISK MANAGEMENT
SELF-INSURED BENEFITS
VEHICLE MAINTENANCE
VEHICLE REPLACEMENT
INFORMATION TECHNOLOGY
TOTAL INTERNAL SERVICE
CITY OF CARLSBAD
OPERATING FUNDS
PROJECTED FUND BALANCES
UNRESERVED
BALANCE PROJECTED
JULY 1, 2014 REVENUES
$75,615,182 • $1 34,040,000
75,615,182 134,040,000
16,442,881 905,000
1,282,438 112,222
15,606 173,000
1,035,539 8,000
214,148 584,000
154,914 74,000
261,329 2,000
194,658 142,000
1,976,264 554,000
844,887 366,000
5,725 894,000
425,720 0
491,222 66,100
(95,186) 288,623
267,942 37,000
1,057,846 6,068,000
318,720 21,000
1,407,546 872,000
30,665 512,000
26,332,864 11,678,945
11,749,686 42,993,000
4,891,230 9,381.000
4,103,230 12,759,000
11,341,452 3,578,000
576,453 7,837,835
32,662,051 76,548,835
(695,722) 3,716,230
2,407,220 1,992,500
3,769,966 893,000
384,860 3,280,711
15,588,260 1,860,625
5,328,971 8,326,353
26,783,555 20,069,419
I REDEVELOPMENT OBLIGATION RETIREMENT FUNDS
VILLAGE RDA OBLIGATION RETIREMENT FUND 1,035,980 1,500,000
TOTAL REDEVELOPMENT OBLIGATION RETIREMENT FUND 1,035,980 1,500,000
!TOTAL OPERATING FUNDS $162,429,632 $243,837,199
• FOR THE GENERAL FUND ONLY THIS REPRESENTS UNASSIGNED FUND BALANCE.
B-19
Exhibit 2
PROJECTED
PROJECTED BALANCE
EXPENDITURES JUNE 30, 2015
$122,705,324 $86,949,858 •
122,705,324 86,949,858
419,000 16,928,881
20,000 1,374,660
97,000 91,606
10,000 1,033,539
702,000 96,148
30,000 198,914
2,000 261,329
80,000 256,658
251,000 2,279,264
200,000 1,010,887
895,000 4,725
44,000 381,720
110,000 447,322
56,000 137,437
25,000 279,942
6,175,000 950,846
24,500 315,220
1,070,000 1,209,546
530,000 12,665
10,740,500 27,271 ,309
37,908,000 16,834,686
7,596,000 6,676,230
12,424,000 4,438,230
2,860,000 12,059,452
7,400,000 1,014,288
68,188,000 41,022,886
2,688,000 332,508
1,658,000 2,741,720
3,346,000 1,316,966
3,249,000 416,571
2,495,000 14,953,885
8,751,000 4,904,324
22,187,000 24,665,974
1,450,000 1,085,980
1,450,000 1,085,980
$225,270,824 $180,996,0071
!)1
CITY OF CARLSBAD
OPERATING FUNDS
PROJECTED FUND BALANCES
PROJECTED PROJECTED
BALANCE ESTIMATED ADOPTED BALANCE
FUND JULY 1, 2015 REVENUES BUDGET JUNE 30, 2016
I GENERAL FUND $86,949,858 • $137,733,403 $135,010,478 $89,672,783 •
TOTAL GENERAL FUND 86,949,858 137,733,403 135,010,478 89,672,783
I sPECIAL REVENUE
AFFORDABLE HOUSING 16,928,881 642,000 599,602 16,971,279
BUENA VISTA CHANNEL MAINTENANCE 1,374,660 112,000 110,400 1,376,260
CITIZEN'S OPTION FOR PUBLIC SAFETY 91,606 150,000 193,001 48,605
COMMUNITY ACTIVITY GRANTS 1,033,539 8,000 10,000 1,031,539
COMMUNITY DEVELOPMENT BLOCK GRANT 96,148 575,000 474,030 197,118
CULTURAL ARTS DONATIONS 198,914 28,000 75,500 151,414
LIBRARY AND ARTS ENDOWMENT FUND 261,329 2,000 4,000 259,329
LIBRARY GIFTS/BEQUESTS 256,658 136,000 335,130 57,528
LIGHTING AND LANDSCAPING DISTRICT NO. 2 2,279,264 613,000 305,503 2,586,761
LOCAL CABLE INFRASTRUCTURE FUND 1,010,887 366,000 527,503 849,384
MEDIAN MAINTENANCE 4,725 1,109,000 1,067,592 46,133
PARKING IN LIEU 381,720 0 44,000 337,720
POLICE ASSET FORFEITURE 447,322 54,000 244,573 256,749
POLICE GRANTS 137,437 0 48,040 89,397
RECREATION DONATIONS 279,942 34,000 81,322 232,620
RENTAL ASSISTANCE -SECTION 8 950,846 5,880,000 5,940,146 890,700
SENIOR DONATIONS 315,220 22,000 46,600 290,620
STREET LIGHTING 1,209,546 885,204 1,006,452 1,088,298
STREET TREE MAINTENANCE 12,665 573,000 569,333 16,332
TOTAL SPECIAL REVENUE 27,271,309 11,189,204 11,682,727 26,777,786
I ENTERPRISE
WATER OPERATIONS 16,834,686 40,143,750 38,266,039 18,712,397
RECYCLED WATER OPERATIONS 6,676,230 9,037,400 7,917,312 7,796,318
WASTEWATER OPERATIONS 4,438,230 12,780,000 12,404,876 4,813,354
SOLID WASTE MANAGEMENT 12,059,452 3,485,235 3,640,424 11,904,263
GOLF COURSE 1,014,288 8,257,488 8,156,559 1,115,217
TOTAL ENTERPRISE 41,022,886 73,703,873 70,385,210 44,341.549
I INTERNAL SERVICE
WORKERS' COMPENSATION 332,508 3,114,040 3,217,007 229,541
RISK MANAGEMENT 2,741,720 1,976,500 2,000,422 2,717,798
SELF-INSURED BENEFITS 1,316,966 909,878 1,074,520 1,152,324
VEHICLE MAINTENANCE 416,571 3,604,230 3,297,585 723,216
VEHICLE REPLACEMENT 14,953,885 2,659,636 4,027,882 13,585,639
INFORMATION TECHNOLOGY 4,904,324 8,490,955 8,399,297 4,995,982
TOTAL INTERNAL SERVICE 24,665,974 20,755,239 22,016,713 23,404,500
I REDEVELOPMENT OBLIGATION RETIREMENT FUNDS
VILLAGE RDA OBLIGATION RETIREMENT FUND 1,085,980 1,470,000 1,290,134 1,265,846
TOTAL REDEVELOPMENT OBLIGATION RETIREMENT FUND 1,085,980 1,470,000 1,290,134 1,265,846
!TOTAL OPERATING FUNDS $180,996,007 $244,851,719 $240,385,262 $185,462,464 1
• FOR THE GENERAL FUND ONLY THIS REPRESENTS UNDESIGNATED, UNRESERVED FUND BALANCE. ~2 B-20
REVENUE SOURCE
(GENERAL FUND
TAXES
PROPERTY TAX
SALES TAX
TRANSIENT TAX
FRANCHISE TAX
BUSINESS LICENSE TAX
TRANSFER TAX
TOTAL TAXES
INTERGOVERNMENTAL
VEHICLE LICENSE FEES
HOMEOWNERS EXEMPTION
OTHER INTERGOVERNMENTAL
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
• INTEREST IS CALCULATED ON AN AMORTIZED COST BASIS
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
ACTUAL PROJECTED
REVENUE REVENUE
2013-14 2014-15
$50,523,252 $54,398,000
31,464,281 33,173,000
17,472,318 17,997,000
4,906,850 4,992,000
4,177,481 4,345,000
1 080,169 1,080,000
109,624,351 115,985,000
45,923 45,000
352,032 354,000
694,424 618 000
1,092,379 1,017,000
883,863 880,000
1,299 851 865,000
2,183,714 1.745,000
490,261 175,000
861,538 662,000
1,150,989 750,000
2,340,446 2,408,000
2,117,279 2,706,000
607,757 520 000
7,568,270 7,221,000
747,786 680,000
3,602,452 2,960,000
3,566,716 3,567,000
984,219 865,000
$129,369,887 $134,040,000
B-21
Exhibit 3
ESTIMATED CHANGE AS% DIFFERENCE
REVENUE OF FY 14-15 2014-15 TO
2015-16 PROJECTED 2015-16
$56,572,000 4.0% $2,174,000
34,919,000 5.3% 1,746,000
19,077,000 6.0% 1,080,000
5,050,000 1.2% 58,000
4,519,000 4.0% 174,000
1,101000 1.9% 21,000
121,238,000 4.5% 5,253,000
0 -100.0% (45,000)
355,000 0.3% 1,000
553,000 -10.5% !65,000l
908,000 -10.7% l109,000l
313,000 -64.4% (567,000)
815,000 -5.8% !50,000l
1,128,000 -35.4% (611,000l
289,000 65.1% 114,000
450,000 -32.0% (212,000)
675,000 -10.0% (75,000)
2,500,000 3.8% 92,000
2,791,000 3.1% 85,000
536 000 3.1% 16,000
7,241,000 0.3% 20,000
749,000 10.2% 69,000
2,901,000 -2.0% (59,000)
2,689,403 -24.6% (877,597)
879,000 1.6% 14,000
$137,733.403 2.8% $3,693,403
REVENUE SOURCE
I SPECIAL REVENUE FUNDS
AFFORDABLE HOUSING
AFFORDABLE HOUSING FEES
FEDERAL GRANT
PROPERTY TAX
INTEREST
OTHER
TOTAL AFFORDABLE HOUSING
BUENA VISTA CHANNEL MAINTENANCE
BUENA VISTA FEES
INTEREST
TOTAL BUENA VISTA CHANNEL MAINTENANCE
CITIZEN'S OPTION FOR PUBLIC SAFETY
STATE FUNDING (AB3229)
TOTAL CITIZENS OPTION FOR PUBLIC SAFETY
COMMUNITY ACTIVITY GRANTS
INTEREST
TOTAL COMMUNITY ACTIVITY GRANTS
COMMUNITY DEVELOPMENT BLOCK GRANT
FEDERAL GRANT
INTEREST
OTHER
TOTAL COMMUNITY DEVELOPMENT BLOCK GRANT
CULTURAL ARTS DONATIONS
DONATIONS
INTEREST
OTHER
TOTAL CULTURAL ARTS DONATIONS
LIBRARY AND ARTS ENDOWMENT FUND
INTEREST
TOTAL LIBRARY AND ARTS ENDOWMENT FUND
LIBRARY GIFTS/BEQUESTS
GIFTSiBEOUESTS
INTEREST
TOTAL LIBRARY GIFTS/BEQUESTS
LIGHTING AND LANDSCAPING DISTRICT NO. #2
LLD#2 FEES
INTEREST
OTHER
TOTAL LIGHTING AND LANDSCAPING DIST. NO. #2
LOCAL CABLE INFRASTRUCTURE FUND
CABLE FEES
INTEREST
TOTALLOCALCABLE INFRASTRUCTUREFUND
MEDIAN MAINTENANCE
MEDIAN MAINTENANCE FEES
INTEREST
OTHER
TOTAL MEDIAN MAINTENANCE
PARKING IN LIEU
IN LIEU FEES
INTEREST
TOTAL PARKING IN LIEU
POLICE ASSET FORFEITURE
ASSET FORFEITURES
INTEREST
TOTAL POLICE ASSET FORFEITURE
POLICE GRANTS
FEDERAL GRANT
TOTAL POLICE GRANTS
I
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
ACTUAL PROJECTED
REVENUE REVENUE
2013-14 2014-15
$1,442,065 $385,000
45,194 0
88,901 50,000
208,349 130,000
41 9 175 340 000
2,203,684 905,000
115,716 100,000
17,129 12 222
132,845 112,222
169 369 173,000
169,369 173,000
14 173 8 000
14,173 8,000
197,661 477,000
0 10,000
0 97,000
197,661 584,000
11,000 71,000
2,223 0
43 3,000
13,266 74,000
3,543 2,000
3,543 2,000
144,112 141,000
3052 1,000
147,164 142,000
497,195 535,000
23,873 19,000
5,400 0
526.466 554.000
346,590 360,000
10,156 6 000
356,746 366,000
355,758 359,000
75 0
1 760 404 535 000
2,116,237 894,000
103,560 6,000
5,790
109,350
3,000
9,000
127,754 62,100
7,118 4,000
135,178 66,100
185091 288 623
185,091 288,623
B-22
ESTIMATED CHANGE AS% DIFFERENCE
REVENUE OF FY 14-15 2014-15 TO
2015-16 PROJECTED 2015-16
$170,000 -55.8% ($215,000)
0 0.0% 0
52,000 4.0% 2,000
130,000 0.0% 0
290,000 -14.7% (50,000)
642,000 -29.1% (263,000)
100,000 0.0% 0
12,000 -1.8% (222)
112,000 -{).2% (222)
150,000 -13.3% (23,000)
150,000 -13.3% (23,000)
8,000 0.0% 0
8,000 o.o•A. 0
475,000 -0.4% (2,000)
10,000 0.0% 0
90,000 -7.2% (7,000)
575,000 ·1.5% (9,000)
25,000 -64.8% (46,000)
0 0.0% 0
3000 0.0% 0
28,000 =62.2% (46,000)
2,000 0.0% 0
2,000 0.0% 0
135,000 -4.3% (6,000)
1,000 0.0% 0
136,000 -4.2% (6,000)
594,000 11.0% 59,000
19,000 0.0% 0
0 0.0% 0
613,000 10.7% 59,000
360,000 0.0% 0
6,000 0.0% 0
366,000 0.0% 0
359,000 0.0% 0
0 0.0% 0
750,000 40.2% 215,000
1,109,000 24.1% 215,000
0 ·100.0% (6,000)
0 -100.0% (3,000)
0 -100.0% (9,000)
50,000 -19.5% (12,100)
4,000 0.0% 0
54,000 -18.3% (12,100)
0 -100.0% (288,623)
0 -100.0% (288,623)
30
REVENUE SOURCE
!SPECIAL REVENUE FUNDS-CONTINUED I
RECREATION DONATIONS
DONATIONS & GRANTS
INTEREST
TOTAL RECREATION DONATIONS
RENTAL ASSISTANCE
FEDERAL GRANT
INTEREST
OTHER
TOTAL RENTAL ASSISTANCE
SENIOR DONATIONS
DONATIONS
INTEREST
OTHER
TOTAL SENIOR DONATIONS
STREET LIGHTING
STREET LIGHTING FEES
OTHER
INTEREST
TOTAL STREET LIGHTING
STREET TREE MAINTENANCE
TREE MAINTENANCE FEES
INTEREST
OTHER
TOTAL STREET TREE MAINTENANCE
TOTAL SPECIAL REVENUE FUNDS
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
ACTUAL PROJECTED
REVENUE REVENUE
2013-14 2014-15
44,028 36,000
3439 1 000
47,467 37,000
6,091,286 5,780,000
7,166 1,000
69,476 287,000
6,167,928 6,068,000
11,109 8,000
4,369 1,000
13,677 12 000
29,155 21,000
729,765 731,000
166,959 129,000
18,314 12,000
915,038 872,000
466,844 458,000
97 0
194 093 54,000
661,034 512,000
$14,131,397 $11,678,945
B-23
ESTIMATED CHANGE AS% DIFFERENCE
REVENUE OF FY 14-15 2014-15 TO
2015-16 PROJECTED 2015-16
33,000 -8.3% (3,000)
1000 0.0% 0
34,000 -8.1% (3,000)
5,800,000 0.4% 20,000
1,000 0.0% 0
79,000 -72.5% (208,000)
5,880,000 -3.1% (188,000)
8,000 0.0% 0
2,000 100.0% 1,000
12 000 0.0% 0
22,000 4.8% 1,000
732,000 0.1% 1,000
141,204 9.5% 12,204
12,000 0.0% 0
885,204 1.5% 13,204
463,000 1.1% 5,000
0 0.0% 0
110000 103.7% 56,000
573,000 11.9% 61,000
$11,189,204 -4.2% ($489,741)
31
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
OTHER
TOTAL WATER OPERATIONS
RECYCLED WATER OPERATIONS
WATER SALES
READY-TO-SERVE CHARGE
RECYCLED WATER CREDITS
INTEREST
OTHER
TOTAL RECYCLED WATER OPERATIONS
WASTEWATER OPERATIONS
SERVICE CHARGES
MISCSEWER
ENGINEERING OVERHEAD
PENALTY FEES
INTEREST
OTHER
TOTAL WASTEWATER OPERATIONS
SOLID WASTE MANAGEMENT
INTEREST
RECYCLING FEES (AB939)
PENALTY FEES
TRASH SURCHARGE
OTHER
TOTAL SOLID WASTE MANAGEMENT
GOLF COURSE OPERATIONS
INTEREST
CHARGES FOR SERVICES
OTHER
TOTAL GOLF COURSE OPERATIONS
TOTAL ENTERPRISE FUNDS
I
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
ACTUAL PROJECTED
REVENUE REVENUE
2013-14 2014-15
$27,614,926 $27,620,000
9,305,956 9,436,000
2,873,711 2,712,000
122,663 116,000
140,432 142,000
315,346 265,000
147,669 151,000
60,434 60,000
46,467 73,000
4,161,860
44,769,466
2,376,000
42,993,000
7,160,120 6,625,000
712,291 792,000
1,343,820 1,169,000
73,610 62,000
107,293 513 000
9,397,134 9,361,000
12,266,634 12,390,000
43,121 36,000
200,257 165,000
90,373 92,000
108,178 41,000
160 984 35 000
12,689,747 12,759,000
149,256 113,000
305,644 321,000
56,114 55,000
2,746,509 2,733,000
490 165 356,000
3,749,666 3,576,000
113,140 65,000
6,635,242 6,741,595
998,734 1,031,240
7,747,1 16 7,637,835
$76,573,153 $76,548,835
B-24
ESTIMATED CHANGE AS% DIFFERENCE
REVENUE OF FY 14-15 2014-15 TO
2015-16 PROJECTED 2015-16
$26,605,000 -3.7% ($1,015,000)
9,540,000 1.1% 102,000
2,916,000 7.5% 204,000
135,000 16.4% 19,000
135,000 -4.9% (7,000)
261,000 -8.4% (24,000)
120,750 -20.0% (30,250)
75,000 -6.3% (5,000)
67,000 19.2% 14,000
269 000 -88.7% (2,107,000)
40,143,750 -6.6% (2,849,250)
6,900,000 1.1% 75,000
700,000 -11.6% (92,000)
1,250,000 5.1% 61,000
60,000 -3.2% (2,000)
127,400 -75.2% (365,600)
9,037,400 -3.7% (343,600)
12,400,000 0.1% 10,000
35,000 -2.6% (1,000)
160,000 9.1% 15,000
60,000 -13.0% (12,000)
40,000 -2.4% (1,000)
45000 26.6% 10,000
12,760,000 0.2% 21,000
110,000 -2.7% (3,000)
325,000 1.3% 4,000
59,000 7.3% 4,000
2,750,000 0.6% 17,000
241,235 -32.2% (114,765)
3,485,235 -2.6% (92,765)
64,662 -0.5% (318)
7,143,011 6.0% 401,416
1,049,795 1.6% 18,555
8,257,486 5.4% 419,653
$73,703.873 -3.7% ($2,844.962)
REVENUE SOURCE
I INTERNAL SERVICE FUNDS I
WORKERS' COMPENSATION
INTERDEPARTMENTAL
INTEREST
OTHER
TOTAL WORKERS' COMPENSATION
RISK MANAGEMENT
INTERDEPARTMENTAL
INTEREST
OTHER
TOTAL RISK MANAGEMENT
SELF-INSURED BENEFITS
INTERDEPARTMENTAL
OTHER
TOTAL SELF-INSURED BENEFITS
VEHICLE MAINTENANCE
INTERDEPARTMENTAL
INTEREST
OTHER
TOTAL VEHICLE MAINTENANCE
VEHICLE REPLACEMENT
INTERDEPARTMENTAL
INTEREST
OTHER
TOTAL VEHICLE REPLACEMENT
INFORMATION TECHNOLOGY
INTERDEPARTMENTAL
INTEREST
OTHER
TOTAL INFORMATION TECHNOLOGY
TOTAL INTERNAL SERVICE FUNDS
!REDEVELOPMENT OBLIGATION RETIREMENT FUNDS I
VILLAGE RDA OBLIGATION RETIREMENT FUND
TAX INCREMENT
INTEREST
OTHER
TOTAL VILLAGE OPERATIONS I DEBT SERVICE
TOTAL REDEVELOPMENT FUNDS
!TOTAL OPERATING FUNDS
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
ACTUAL PROJECTED
REVENUE REVENUE
2013-14 2014-15
$1,501,120 $1,651,230
79,366 65,000
1,287,445 2 000000
2,867,931 3,716,230
1,951,488 1,951,500
28,283 21,000
861 991 20000
2,841,762 1,992,500
734,995 787,000
2,094,065 106000
2,829,060 893,000
2,898,362 3,239,711
4,147 1,000
42,289 40000
2,944,798 3,280,711
1,250,960 1,660,625
219,266 120,000
695 60,000
1,470,921 1,860,625
6,983,593 8,176,353
73,747 50,000
4 612 100000
7,061,952 8,326,353
$20,016,424 $20,069,419
5,141,336
1,646,709 1,500,000
6,650 -
70 0
1,653,429 1,500,000
$1,653,429 $1,500,000
$243 744 290 $243 837 199
B-25
ESTIMATED CHANGE AS% DIFFERENCE
REVENUE OF FY 14-15 2014-15 TO
2015-16 PROJECTED 2015-16
$2,064,040 25.0% $412,810
50,000 -23.1% (15,000)
1 000 000 -50.0% (1 ,000,000)
3,114,040 -16.2% (602,190)
1,951,500 0.0% 0
25,000 19.1% 4,000
0 -100.0% (20,000)
1,976,500 -0.8% (16,000)
804,232 2.2% 17,232
105,646 -0.3% (354)
909,878 1.9% 16,878
3,581,130 10.5% 341,419
1,100 10.0% 100
22000 -45.0% (18,000)
3,604,230 9.9% 323,519
2,209,136 31.5% 528,511
147,500 22.9% 27,500
303,000 405.0% 243 000
2,659,636 42.9% 799,011
8,437,955 3.2% 261,602
53,000 6.0% 3,000
0 -100.0% (100,000)
8,490,955 2.0% 164,602
$20,755,239 3.4% $685,820
6,263,866 21.8% 1,122,530
1,470,000 -2.0% (30,000)
-0.0% 0
0 0.0% 0
1,470,000 -2.0% (30,000)
$1 ,470,000 -2.0% ($30,000)
$244 851 719 0.4% $1 o14 52o 1
33
DEPARTMENT
I GENERAL FUND J
POLICY AND LEADERSHIP GROUP
CITY COUNCIL
CITY ATIORNEY
CITY CLERK
CITY MANAGER
CITY TREASURER
COMMUNITY OUTREACH AND ENGAGEMENT
TOTAL POLICY AND LEADERSHIP GROUP
ADMINISTRATIVE SERVICES
FINANCE
HUMAN RESOURCES
RECORDS MANAGEMENT
TOTAL ADMINISTRATIVE SERVICES
COMMUNITY DEVELOPMENT
COMMUNITY AND ECONOMIC DEVELOPMENT
HOUSING AND NEIGHBORHOOD SERVICES
TOTAL COMMUNITY DEVELOPMENT
COMMUNITY SERVICES
LIBRARY AND CULTURAL ARTS
PARKS AND RECREATION
TOTAL COMMUNITY SERVICES
PUBLIC SAFETY
FIRE
POLICE
TOTAL PUBLIC SAFETY
PUBLIC WORKS
PUBLIC WORKS ADMINISTRATION
ENVIRONMENTAL MANAGEMENT
PROPERTY AND FLEET MANAGEMENT
TRANSPORTATION
TOTAL PUBLIC WORKS
CITY OF CARLSBAD
OPERATING FUNDS
BUDGET EXPENDITURE SCHEDULE
2014-15
2012-13 2013-14 ESTIMATED
ACTUAL• ACTUAL$ EXPENDITURES
$354,428 $352,420 $383,000
1,286,037 1,306,354 1,346,000
101,502 382,441 527,000
1,737,511 1,604,838 1,700,000
185,597 188,681 194,000
698,799 768,903 1,200,000
4,363,874 4,603,635 5,350,000
3,248,400 3,547,169 4,046,000
2,293,015 2,422,311 2,774,000
650,547 273,150 278,000
6,191,962 6,242,630 7,098,000
6,961,921 7,497,677 7,340,000
522,669 569,061 603,000
7,484,590 8,066,738 7,943,000
10,282,856 10,509,164 10,500,000
11,603,390 13,406,265 15,000,000
21,886,246 23,915.429 25,500,000
17,915,669 18,029,627 18,900,000
27,756,320 28,913,269 29,000,000
45,671,989 46,942,896 47,900,000
1,110,647 1,125,000
232,032 263,984 282,000
4,502,290 4,986,773 5,800,000
8,355,623 7,745,918 7,500,000
13,089,945 14,107,322 14,707,000
2014-15
BUDGET
$387,220
1,373,159
531,474
1,874,568
200,226
1,283,257
5,629,904
3,747,584
2,876,229
302,342
6,926,155
8,159,731
721,317
8,681,048
11,228,043
14,815,116
26,043,159
18,933,836
29,077,696
48,011,532
1,209,827
325,044
5,775,747
8,346,370
15,656,988
NOTE: ESTIMATED EXPENDITURES MAY EXCEED ADOPTED BUDGET SINCE THEY INCLUDE PRIOR YEAR BUDGET APPROPRIATIONS.
2015-16
BUDGET
419,945
1,491,210
634,227
1,790,773
237,924
1,384,149
5,958,228
4,187,552
3,188,334
275,919
7,651,805
8,434,154
823,563
9,257,717
12,044,556
15,100,634
27,145,190
20,423,483
32,296,504
52,719,987
1,562,600
408,584
5,328,298
8,969,559
16,269,021
• ACTUALS, ESTIMATED EXPENDITURES AND BUDGET HAVE BEEN ADJUSTED TO REFLECT THE CITY'S REORGANIZATION IMPLEMENTATION.
B-26
Exhibit 4
'~INCR/(DECR)
14-15 BUD
TO
15-16 BUD
14.4%
8.6%
19.3'~
-4.5%
18.8%
7.9%
5.8%
11.7%
10.9%
.S.7%
10.5%
3.4%
14.2%
4.2%
7.3%
1.9%
4.2%
7.9%
11.1%
9.8%
29.2%
25.7%
-7.7%
7.5%
3.9%
DEPARTMENT
I GENERAL FUND -CONTINUED I
MISCELLANEOUS NON-DEPARTMENTAL
EXPENDITURES
COMMUNITY CONTRIBUTIONS
DUES & SUBSCRIPTIONS
LEGAL SERVICES
PROFESSIONAL SERVICES
OTHER MISCELLANEOUS EXPENDITURES
PERSONNEL RELATED
PROPERTY TAX & OTHER ADMINISTRATION
TOTAL EXPENDITURES
TRANSFERS
INFRASTRUCTURE REPLACEMENT FUND
TRANSFERS TO SELF INSURED BEN. -PER$ SET ASIDE
TRANSFERS TO GOLF COURSE
TRANSFER TO LLD#1 (MEDIANS & TREES)
TRANSFER TO STORM WATER PROGRAM
OTHER MISCELLANEOUS TRANSFERS
TOTAL TRANSFERS
TOTAL MISCELLANEOUS NON-DEPARTMENTAL
SUBTOTAL GENERAL FUND
CONTINGENCIES
TOTAL GENERAL FUND
CITY OF CARLSBAD
OPERATING FUNDS
BUDGET EXPENDITURE SCHEDULE
2014-15
2012-13 2013-14 ESTIMATED
ACTUAL• ACTUAL$ EXPENDITURES
135,057 33,698 30,750
51,492 51,565 50,000
28,618 100,029 273,000
392,391 1,125,469 1,227,000
270,515 609,548 1,500,000
63,719 131,359 150,000
585,854 643,729 622,000
1,527,646 2,695,397 3,852,750
7,547,000 7,800,000 8,302,000
1,800,000 2,000,000 0
251,072 998,549 1,031,240
527,746 1,949,251 539,000
245,931 189,616 232,334
658,561 3,197,800 250,000
11,030,310 16,135,216 10,354,574
12,557,956 18,830,613 14,207,324
111,246,562 122,709,263 122,705,324
0 0 0
$111,246,562 $122,709,263 $122,705,324
8-27
%1NCRI(DECR)
14-15 BUD
2014-15 2015-16 TO
BUDGET BUDGET 15-16 BUD
0 0 -
55,000 55,000 0.0%
80,000 400,000 400.0%
185,000 402,000 117.3%
0 0
904,632 930,000 2.8%
622,000 650,000 4.5%
1,846,632 2,437,000 32.0%
8,302,000 8,952,000 7.8%
0 0
1,031,240 1,049,795 1.8%
539,000 860,000 59.6%
251,962 209,735 -16.8%
0 1,000,000
10,124,202 12,071,530 19.2%
11,970,834 14,508,530 21.2%
123,119,620 133,510,478 8.4%
1,500,000 1,500,000 0.0%
$124,619,620 $135,010,478 8.3%
DEPARTMENT
!sPECIAL REVENUE FUNDS I
AFFORDABLE HOUSING
BUENA VISTA CHANNEL MAINTENANCE
CITIZEN'S OPTION FOR PUBLIC SAFETY
COMMUNITY ACTIVITY GRANTS
COMMUNITY DEVELOPMENT BLOCK GRANT
CULTURAL ARTS DONATIONS
LIBRARY AND ARTS ENDOWMENT FUND
LIBRARY GIFTS/BEQUESTS
LIGHTING AND LANDSCAPING DISTRICT NO. 2
LOCAL CABLE INFRASTRUCTURE FUND
MEDIAN MAINTENANCE
PARKING IN LIEU
POLICE ASSET FORFEITURE
POLICE GRANTS
RECREATION DONATIONS
RENTAL ASSISTANCE
SENIOR DONATIONS
STREET LIGHTING
STREET TREE MAINTENANCE
TOTAL SPECIAL REVENUE FUNDS
!ENTERPRISE FUNDS I
WATER OPERATIONS
RECYCLED WATER OPERATIONS
WASTEWATER OPERATIONS
SOLID WASTE MANAGEMENT
GOLF COURSE OPERATIONS
TOTAL ENTERPRISE FUNDS
!INTERNAL SERVICE FUNDS I
WORKERS' COMPENSATION
RISK MANAGEMENT
SELF-INSURED BENEFITS
VEHICLE MAINTENANCE
VEHICLE REPLACEMENT
INFORMATION TECHNOLOGY
TOTAL INTERNAL SERVICE FUNDS
!REDEVELOPMENT OBLIGATION RETIREMENT FUNDS I
VILLAGE RDA OBLIGATION RETIREMENT FUND
TOTAL REDEVELOPMENT
!TOTAL OPERATING FUNDS
CITY OF CARLSBAD
OPERATING FUNDS
BUDGET EXPENDITURE SCHEDULE
2014-15
2012-13 2013-14 ESTIMATED
ACTUAL• ACTUALS EXPENDITURES
$4,211,185 $476,970 $419,000
204,468 100,014 20,000
124,984 125,037 97,000
45,460 11,554 10,000
2,095,540 209,022 702,000
41,142 30,560 30,000
2,000 0 2,000
91,764 129,231 80,000
233,666 238,307 251 ,000
261,511 279,299 200,000
730,335 873,997 895,000
42,359 42,196 44,000
202,161 162,981 110,000
543,148 230,980 56,000
21,296 15,791 25,000
6,355,545 6,087,129 6,175,000
25,447 25,003 24,500
851,100 747,085 1,070,000
643,490 647,691 530,000
$16,726,601 $10,432,847 $10,740,500
$35,015,968 $37,585,445 $37,908,000
7,264,458 10,606,510 7,596,000
11,368,038 11,140,611 12,424,000
2,861,179 2,861,791 2,860,000
7,665,238 7,876,241 7,400,000
$64,194,881 $70070 598 $68,188,000
$3,962,146 $3,359,904 $2,666,000
1,871 ,775 737,709 1,658,000
3,404,933 821,366 3,346,000
2,702,769 3,071,201 3,249,000
660,549 2,186,947 2,495,000
6,141,226 7,129,998 8,751,000
$18,743,398 $17,307,125 $22,187,000
$763,349 $709,820 $1,450,000
$763,349 $709,820 $1,450,000
$211,674,791 $221,229,653 $225,270,824
B-28
2014-15
BUDGET
$537,380
106,275
142,368
14,000
94,639
74,500
4,000
50,375
251,476
522,138
843,833
44,000
181,140
0
80,500
6,249,055
36,600
860,276
533,345
$10,625,900
$37,907,851
7,595,449
12,424,199
3,513,918
7,477,931
$68,919 348
$2,026,466
1,809,248
3,554,614
3,269,004
1,952,500
9,308,565
$21,920,397
$1,315,279
$1,315,279
$227,400,544
General Fund
Non GF
2015-16
BUDGET
$599,602
110,400
193,001
10,000
474,030
75,500
4,000
335,130
305,503
527,503
1,067,592
44,000
244,573
48,040
81,322
5,940,146
46,600
1,006,452
569,333
$11,682,727
$38,268,039
7,917,312
12,404,876
3,640,424
8,156,559
$70,385 210
$3,217,007
2,000,422
1,074,520
3,297,585
4,027,882
8,399,297
$22,016,713
$1 ,290,134
$1 ,290,134
$240,385,262
$135,010,478
105,374,784
$240,385,262
%1NCR/(DECR)
14-15 BUD
TO
15-16 BUD
11.6%
3.9%
35.6%
-28.6%
400.9%
1.3°A.
o.o•A>
565.3%
21.5°A.
1.0%
26.5%
o.o•A>
35.o•A>
1.0%
-4.9%
27.3%
17.0%
6.7%
9.9°A.
0.9%
4.2°A>
-0.2%
3.6%
9.1%
2.1%
58.7%
10.6%
-69.8%
0.9%
106.3%
-9.8%
0.4°A.
·1.9°A>
-1.9%
5.7%
fxbjhjt 5 I PERSONNEL ALLOCATIONS
FINAL FINAL FINAL
BUDGET BUDGET BUDGET 2015-16
2013-14 2014-15 2015-16 CHANGES
CITY ATIORNEY 7.00 7.00 7.00 0.00
CITY CLERK 0.00 3.00 3.00 0.00
CITY COUNCIL 1.00 1.00 1.00 0.00
CITY MANAGER 7.00 7.00 7.00 0.00
CITY TREASURER 0.75 0.75 0.75 0.00
COMMUNICATIONS 2.75 4.75 5.00 0.25
COMMUNITY AND ECONOMIC DEVELOPMENT 44.00 44.00 44.00 0.00
ENVIRONMENTAL MANAGEMENT 8.05 7.80 8.50 0.70
FINANCE AND RISK MANAGEMENT 31.50 31.50 32.50 1.00
FIRE 88.00 89.00 89.00 0.00
HOUSING AND NEIGHBORHOOD SERVICES 10.00 12.00 13.00 1.00
HUMAN RESOURCES & WORKERS COMP 9.00 11 .00 11.00 0.00
INFORMATION TECHNOLOGY 22.50 22.50 19.50 (3.00)
LIBRARY & ARTS 51 .25 50.25 50.50 0.25
PARKS AND RECREATION 67.60 61.60 58.15 (3.45)
POLICE 161 .00 162.00 168.00 6.00
PROPERTY AND FLEET 33.55 33.10 28.10 (5.00)
PUBLIC WORKS ADMINISTRATION 6.00 6.00 8.05 2.05
RECORDS MANAGEMENT 5.00 2.00 2.00 0.00
TRANSPORTATION 54.20 55.10 57.35 2.25
UTILITIES 57.60 58.40 60.85 2.45
PERMANENT FULL AND 3/4 TIME LABOR FORCE 667.75 669.75 674.25 4.50
SUMMARY OF REQUESTED LABOR FORCE BY CATEGORY
2013-14 2014-15 2015-16 Difference
Limited Term Personnel 2.00 0.00 3.75 3.75
Hourly Full Time Equivalent Personnel 150.58 157.77 159.51 1.74
TOTAL LABOR FORCE 820.33 827.52 837.51 9.99
B-29 31
CITY OF CARLSBAD
MASTER FEE SCHEDULES
June 2015
General City Service fee increases approved by Council on
June 23, 2015 will go into effect August 1, 2015.
Development Related Service fee increases approved by Council on
June 23, 2015 will go into effect September 1, 2015.
Development Impact fee increases approved by Council on
June 23, 2015 will go into effect September 1, 2015.
Exhibit 6
TABLE OF CONTENTS
Section 1 -General City Service Fees
Miscellaneous Fees ......................................................................................................................... 1
Library Fees ..................................................................................................................................... 5
Safety Center Facility Rental ............................................................................................. .< ............. 5
Trash Collection .............................................................................................................................. 7
Section 2 -Development Related Service Fees
Miscellaneous Fees ....................................................................................................................... 10
Fire Protection System Installation Fees ....................................................................................... 18
Grading Plan Check Fees .............................................................................................................. 20
Grading Permit Fees ...................................................................................................................... 21
Improvement Construction Inspection Fees .................................................................................. 22
Improvement Plan Review Fees .................................................................................................... 23
Street Light Energizing Fees .......................................................................................................... 24
Landscape Inspection Fees ........................................................................................................... 25
Landscape Plan Check Fees ......................................................................................................... 26
Building Permit Fees ...................................................................................................................... 27
Plumbing Permit Unit Fees ............................................................................................................ 28
Electrical Permit Fees .................................................................................................................... 29
Mechanical Permit Fees ................................................................................................................. 30
Building Valuation Multipliers ......................................................................................................... 31
Section 3 -Development Impact Fees
Miscellaneous Fees ....................................................................................................................... 35
Park In Lieu Fees ........................................................................................................................... 37
Planned Local Drainage Area Fees ............................................................................................... 38
Sewer Benefit Area Fees ............................................................................................................... 39
Habitat Mitigation Fees .................................................................................................................. 40
39
CITY OF CARLSBAD
MASTER FEE SCHEDULES
SECTION 1
GENERAL CITY SERVICE FEES
June 2015
LjO
PRIMARY FEE CATEGORY DEPT.
CAO
CAO
CAO
CEO
CEO
CEO
CITY CLERK
CITY CLERK
CITY CLERK
CITY MANAGER
COMMUNICATI
ONS
COMMUNICATI
ONS
POLICE
FINANCE
FINANCE
FINANCE
FINANCE
FINANCE
FIRE
FIRE
FIRE
FIRE
FIRE
FIRE
FIRE
FIRE
FIRE
FIRE
FIRE
FIRE
FIRE
FIRE
CITY OF CARLSBAD
GENERAL CITY SERVICE FEES
FY 2015-16
FEE DESCRIPTION
Appeal City Council· Miscellaneous
Hearing Disposition Services for Parking Citations -Personal Hearings
Hearing Disposition Services for Parking Citations· Written Review
Bond Search
Campaign Sign Permit
Planning Commission Agenda and Minutes (+postage)
City Clerk • CD Copy
City Clerk • Certification Charge (per document)
Subpoena Deposit
Publications -As Determined by the City Manager
Cable Channel Administration Fee
Communications -OVD Copy
Administrative Fee -DUI
Administrative Fee for 1915 Act Bond Call -1% of principal being repaid
Business License • master list of active business licenses
Business license -monthly list of new licenses
Check Processing Fee for Cancellation !!:~n2m~r lnitiat~dl
Returned Check Fee
Ambulance Fee-Advanced life Support !·Assessment/Non Transport with
Medication Given. No charge for assessment non-transport if no
medication given.
Ambulance Fee Bl>-Base Rate -Resident
Ambulance Fee BL>-Base Rate Non-Resident
Ambulance Fee-Advanced life Support !-Resident-plus Levell or level II
Supplies & Medications
Ambulance Fee-Advanced life Support 1-Non Resident-plus Levell or
level II Supplies & Medications
Ambulance Fee-Advanced life Support 2-Resident-plus Level II Supplies &
Medications
Ambulance Fee-Advanced life Support 2-Non Resident-plus level II
Supplies & Medications
Ambulance Fee -Mileage Charge -per mile
Ambulance Fee-Oxygen Charge
Ambulance Transport-Community Paramedicine BL>-Resident
Ambulance Transport-Community Paramedicine Al>-Resident-Pius Level l
or level II Supplies and Medications
Ambulance Transport including Community Paramedicine -level I Supplies
& Medications
Ambulance Transport including Community Paramedicine-levelll Supplies
& Medications
Bicycle licenses
Poao1
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 162 $ 165
$ -$ -
$ -$ -
$ 32 $ 33
$ 59 $ 60
copy charge copy charge
$ 3 $ 3
$ 22 $ 22
$ 275
Determined by City Manager Determined by City Manager
$110/Hour $110/Hour
$ 21 $ 22
$ 19 $ 19
(4) $50 mln/$500 max $50 min/$500 max
$ 35 $ 36
$ 5 $ 5
$ 22 $ 20
$ 35 $ 36
$ 203.00 $ 203.00
$ 952.33 $ 952.33
$ 952.33 $ 952.33
$ 1,167.25 s 1,167.25
$ 1,167.25 s 1,167.25
$ 1,268.75 $ 1,268.75
$ 1,370.25 s 1,370.25
$ 23.35 s 23.35
$ 76.13 s 76.13
$ 952.33 $ 952.33
$ 1,167.25 s 1,167.25
$ 126.88 $ 126.88
$ 253.75 $ 253.75
(5) $ 3 $ 3
L/1
PRIMARY FEE CATEGORY DEPT.
FIRE
FIRE INSPECTION
FIRE INSPECTION
FIRE INSPECTION
FIRE INSPECTION
FIRE INSPECTION
FIRE INSPECTION
FIRE INSPECTION
FIRE INSPECTION
FIRE INSPECTION
FIRE PREVENTION
FIRE INSPECTION
FIRE PREVENTION
FIRE INSPECTION
FIRE INSPECTION
FIRE
FIRE
FIRE
FIRE
FIRE
FIRE PREVENTION
FIRE PREVENTION
LIBRARY
LIBRARY
LIBRARY
LIBRARY
LIBRARY
LIBRARY
LIBRARY
LIBRARY
LIBRARY
LIBRARY
LIBRARY
LIBRARY
CITY OF CARLSBAD
GENERAL CITY SERVICE FEES
FY 2015-16
FEE DESCRIPTION
Bicycle Licenses-Replacement or Transfer
lnspection-Reinspection for a previously failed inspection
Fire Clearance Inspection-State Lie. 1-6 Individuals/Per Establishment
Fire Clearance Initial Inspection-State Lie. 7-24 Individuals/Per
Establishment
Fire Clearance Annual Inspection-State Lie. 7-24 Individuals/Per
Establishment
Fire Clearance Initial Inspection-State Lie. 25 + Individuals/Per
Establishment
Fire Clearance Annual Inspection-State Lie. 26-50 Beds Individuals/Per
Establishment
Fire Oearance Annual Inspection-State Lie. 50+ Beds Individuals/Per
Establishment
Fire Inspection-R-1 Occupancy 6-14 D.U.'s
Fire Inspection-R-1 Occupancy 15-50 D.U.'s
Fire-Hydrant Water Flow Test
Inspection-Initial Occupancy Inspection-New Business
Fire-Weed Abatement (charge per parcel)
Inspection
Inspection -Interim
Fire Nuisance Alarm-1st response in 12 month period
Fire Nuisance Alarm -2nd response in 12 month period
Fire Nuisance Alarm -3rd response in 12 month period
Fire Nuisance Alarm -each additional response thereafter
Fire Nuisance Alarm-each billing
Fire-Special Event-per fire personnel per hour (consistent with City
payroll records)
Permit/Inspection -Hazardous Materials and Processes-Assembly
Copies -Black & White (each)
Copies -Color (each)
Library Account Collection Fee
Library Book Non Pickup Fee (per item)
Library Borrowing-Audio Visual Equipment (per item, per day)
Library Borrowing-Audio Visual Insurance fee-Per DVD
Library Borrowing-Mobile Device loan late Fee (Per Item, Per Hour)
Library Card Replacement
Library Fines -DVD (per day per item)
Library Fines -Juvenile (per day per item)
Library Fines (per day per Item)
Library History Room Photo Fee (vendor cost of duplicating historical
photos)
Paa• 2
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
(5) $ 1 $ 1
$ 70 $ 71
$ 249 $ 253
$ 317 $ 323
$ 393 $ 400
$ 440 $ 449
$ 633 $ 645
$ 1,018 $ 1,035
$ 201 $ 205
$ 497 $ 507
$ 55 $ 56
$ 245 $ 250
$ 160 $ 163
$ 122.50 $ 125
$ 194 $ 198
$ -$ -
$ 81 $ 82
$ 162 $ 165
$ 318 $ 324
$ 11 $ 11
Actual Cost Actual Cost
$ 121 $ 124
$ 0.20 $ 0.20
$ 1 $ 1
$ 10 $ 10
$ 1 $ 1
$ 5 $ 5
$ 1 $ 1
$ 5 $ 5
$ 2 $ 2
$ 1 $ 1
$ 0.10 $ 0.10
$ 0.25 $ 0.25
Direct Cost Direct Cost
PRIMARY FEE CATEGORY DEPT.
LIBRARY
LIBRARY
LIBRARY
LIBRARY
LIBRARY
POLICE
POLICE
POLICE
POLICE
POLICE
POLICE
POLICE
POLICE
POLICE
POLICE
POLICE
POLICE
POLICE
POLICE
POLICE
POLICE
POLICE
POLICE
POLICE
POLICE
POLICE
POLICE
POLICE
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
CITY OF CARLSBAD
GENERAL CITY SERVICE FEES
FY 201S-16
FEE DESCRIPTION
Library Interlibrary Loan
Library Lost Item Processing Fee
Lost/Damaged beyond repair book/audio item
Lost/Damaged Library Materials
Lost/Damaged DVD
Police -Public Dump Permit-Fee per acre
Police -Audio/Visual Copy
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 -Each Additional Occurance
Police • False Robbery-Panic Alarm Response-Second Occurrence (no
charge for 1st response}
Police· Second Call per Police Employee per hour (consistent with City
payroll records}
Police-Entertainment License
Police-Copy Investigation Tapes (+ cost of duplicating the tape)
Police -Dispatch Historical Searches (per month searched}
Police -Fingerprinting Fees
Police • Photograph Copy (fee plus reproduction costs}
Police -Proof of Correction Certification -all others
Police-Proof of Correction Certification -Carlsbad Resident or person
with CPD citation
Police· Report Copy Fee (Free to Victim} plus cost of reproduction
Police-Verification Letter
Police-Special Business Permit (plus fingerprint fee}
Police • Special Event Application • Major (3 or more intersections}(fee plus
services rendered}
Police-Special Event Application -Minor (2 or less intersections}(fee plus
services rendered}
Police-Special Event Application -Third party Vendor Fee (2nd Day}
Police-Special Event Application-Third party Vendor Fee (Each day
thereafter}
Police-Special Event Application -Third party Vendor Fee (1st Day}
Police -Special Event City Services -Staff Time
21113 (a}-Veh/Anim public on grounds
21211-Bike lane
22500 (a}-In intersection
22500 (b)-In cross walk
22500 (d)-Fire station driveway
22500 (e)-Driveway
Poe• 3
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ s $ s
$ s $ s
List price+$40 if out of print List price+$40 if out of print
Variable up to list price Variable up to list price
20% of list price 20% of list price
$ 202 $ 202
$ 51 $ 45
(3} $ 30 $ 30
(3} $ 60 $ 60
(3} $ 100 $ 100
(3} $ 100 $ 100
Actual Cost Actual Cost
(6} $ 21S $ 219
$ 54 $ 54
$ 22 $ 20
$ 2S $ 15
$ 2S $ 45
$ 15 $ 15
$ -$ -
$ 10 $ 10
$ 14 $ 10
$ 124 $ 126
$ 3S6 $ 362
$ 119 $ 121
$ 107 $ 109
$ BO $ 81
$ 133 $ 136
(2} Actual Cost Actual Cost
$ 38 $ 38
$ so $ so
$ 38 $ 38
$ 38 $ 38
$ 38 $ 38
$ 38 $ 38
PRIMARY FEE CATEGORY DEPT.
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
CITY OF CARLSBAD
GENERAL CITY SERVICE FEES
FY 2015-16
FEE DESCRIPTION
22500 (f)-Sidewalk
22500 (g) -Obstructing traffic
22500 (h)-Double parking
22500 (i) -Bus zone
22500 Ul-Tube or tunnel
22500 (k) -Bridge
22500 (I)-Blocking Disabled
22500 c -Red curb
22500.1 -Fire lane
22S02-18" from curb/wrong way
22S07 (a)-Oversize Vehicle
22S07.8-Disable space/block access
22514 -Fire hydrant
22515-Unattended vehicle
22516 -Locked vehicle/passgr inside
22517 -Open/close door in traffic
22520-Stopping on freeway
22520.S-Vending from Hwy
22521-> 7.5ft from RR tracks
22522 -3ft from handicap ramp
22523 -Abandoned vehicle
22526-Blocking intersection
23226-Store open container/pass comp
23333-Stop/park in vehicle crossing
24003-Veh. w/unlawfullightlng device
24401 -Dimmed lights on parked veh
24604 -Lamp or flag on proJections
24607 -Reflectors on rear
24608-Reflectors on front and sides
252SO-Unlawful flashing lights
25251-Flashing lights required
25300 Warn device disabled, parked veh
26451 -Set parking brake
27155-Fuel tank caps
Poe••
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 38 $ 38
$ 38 $ 38
$ 38 $ 38
$ 260 $ 260
$ 38 $ 38
$ 38 $ 38
$ 320 $ 320
$ 38 $ 38
$ so $ so
$ 38 $ 38
$ so $ so
$ 340 $ 340
$ 38 $ 38
$ 38 $ 38
$ so $ 50
$ so $ 50
$ 38 $ 38
$ so $ 50
$ 38 $ 38
$ 320 $ 320
$ 128 $ 128
$ 68 $ 68
$ 50 $ 50
$ 38 $ 38
$ 38 $ 38
$ 44 $ 44
$ 38 $ 38
$ 38 $ 38
$ 38 $ 38
$ 44 $ 44
$ 44 $ 44
$ 44 $ 44
$ 38 $ 38
$ 38 $ 38
PRIMARY FEE CATEGORY DEPT.
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
POLICE PARKING VIOLA nON
POLICE
POLICE
POLICE PARKING VIOLATION
POLICE PARKING VIOLATION
PROPERTY &
FLEET RENTAL RATES FOR STC
PROPERTY&
FLEET RENTAL RATES FOR STC
PROPERTY &
FLEET RENTAL RATES FOR STC
PROPERTY &
FLEET RENTAL RATES FOR STC
PROPERTY &
FLEET RENTAL RATES FOR STC
PROPERTY &
FLEET RENTAL RATES FOR STC
PROPERTY &
FLEET RENTAL RATES FOR STC
PROPERTY &
FLEET RENTAL RATES FOR STC
PROPERTY &
FLEET RENTAL RATES FOR STC
PROPERTY &
FLEET RENTAL RATES FOR STC
PROPERTY &
FLEET RENTAL RATES FOR STC
PROPERTY &
FLEET RENTAL RATES FOR STC
PROPERTY &
FLEET RENTAL RATES FOR STC
PROPERTY &
FLEET RENTAL RATES FOR STC
UTILITIES WATER RATES
UTILITIES
UTILITIES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER RATES
UTILITIES WATER RATES
4462 (b)-Wrong veh reg
S200 -Plates front/back
S201 -Position of plate
S204 (a)-Tabs
72 hr parking
Alley parking
Comm veh in resd area
CITY OF CARLSBAD
GENERAL CITY SERVICE FEES
FY 2015-16
FEE DESCRIPTION
Police -Storage /Impounded Vehide Administrative Charge
Police/Fire-Emergency Response DUI Traffic Collision (max $12,000 per
inddent)
Repair veh in street
Safety zone
Safety Training Center-1 Shooting Range-Half Day
Safety Training Center-1 Shooting Range-Full Day
Safety Training Center-2 Shooting_ Ran_ges-Half Day
Safety Training Center-2 Shooting Ranges-Full Day
Safety Training Center-Classroom-Half Day
Safety Training Center-Class Room-Full Day
Safety Training Center-Grinder -Half Day
Safety Training Center-Grinder -Full Day
Safety Training Center -Grinder/Residential Prop (No Fire Ops)-Half Day
Safety Training Center-Grinder/Residential Prop (No Fire Ops)-Full Day
Safety Training Center-Grinder/Commercial Prop (no Fire Ops)-Half Day
Safety Training Center-Grinder/Commercial Prop (no Fire Ops)-Full Day
Safety Training Center -Streetscape-Half Day
Safety Training Center-Streetscape-Full Day
Agricultural Water Rate
Backflow 2nd Notice
Backflow 3rd Notice
Backflow Inspection -California Department of Environmental Health
(CDEH) (invoice total from CDEH)
Backflow Preventer Charge (per month, each account)
Backflow Reinspection (Consistent with City payroll records)
Blueprinting of Standard Size (24" x 36") Improvement Plan Sheet (Cost for
each)
Cost of Delivery Charge (per month)-S/8" meter
Cost of Delivery Charge (per month)-3/4" meter
Paces
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 100 $ 100
$ 38 $ 38
$ 38 $ 38
$ 38 $ 38
$ 68 $ 68
$ so $ so
$ so $ so
$ 70 $ 60
Direct Cost Direct Cost
$ so $ so
$ so $ so
$312-$524 $312-$524
$678-$1102 $678-$1 102
$401-$64S $401-$645
$763-$1,239 $763-$1,239
$ 296 $ 296
$ S28 $ 528
$ 236 $ 236
$ 418 $ 418
$ 327 $ 327
$ S99 $ S99
$ 327 $ 327
$ S99 $ S99
s 100 s 100
s 14S s 14S
s 3.70 $ 4.1S
$ 8 s 8
s 23 $ 24
Actual Cost Actual Cost
$ 3 $ 3
Actual Cost Actual Cost
s s $ s
s 21.08 $ 21.08
$ 28.38 $ 28.38
PRIMARY
DEPT. FEE CATEGORY
UTILITIES WATER RATES
UTILITIES WATER RATES
UTILITIES WATER RATES
UTILITIES WATER RATES
UTILITIES WATER RATES
UTILITIES WATER RATES
UTILITIES WATER RATES
UTILITIES WATER RATES
UTILITIES WATER RATES
UTILITIES WATER RATES
UTILITIES WATER RATES
UTILITIES WATER RATES
UTILITIES WATER RATES
UTILITIES WATER RATES
UTILITIES WATER RATES
UTILITIES WATER RATES
UTILITIES WATER RATES
UTILITIES WATER RATES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER RATES
UTILITIES
UTILITIES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES
UTILITIES
UTILITIES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES
UTILITIES SEWER SERVICE CHARGES
UTILITIES SEWER SERVICE CHARGES
UTILITIES SEWER SERVICE CHARGES
CITY OF CARLSBAD
GENERAL CITY SERVICE FEES
FY 2015-16
FEE DESCRIPTION
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)-2 1/2" 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
Cost of Delivery Charge (per month) -10" meter
Cost of Delivery Charge (per Month) Multi-Family Unit
Irrigation Water Rate
Potable Water Rate -Multi-Family Rate ner 1 (cost per unit D-5 units of
water)
Potable Water Rate-Multi-Family Rate Tier 2 (cost per unit 6-10 units of
water)
Potable Water Rate-Multi-Family Rate Tier 3 (cost per unit 11+ units of
water)
Potable Water Rate -Non-Residential Rate (cost per unit)
Potable Water Rate -Single Family Rate Tier 1 (cost per unit D-12 units of
water)
Potable Water Rate -Single Family Rate Tier 2 (cost per unit 13-20 units of
water)
Potable Water Rate -Single Family Rate Tier 3 (cost per unit 21 + units of
water)
Potable, Redaimed and Sewer Standards and Spedfications (Cost for each)
Reclaimed Water Cost Per Unit
Water Meter-Construction Meter Relocation
Water Meter-Construction Meter Installation/Removal
Water Meter Deposit -Construction Meters
Water Service Fee -Accounts scheduled for termination for non-payment
Water Service Fee-After Hour Turn-on
Water Service Fee -Continuity of Service
Water Service Fee-Door Hanger Paper
Water Service Fee-Door Hanger Electronic
Water Service Fee-Next Scheduled Day Service Turn on
Water Service Fee -Per New Account -Service Turn on
Water Service Fee-Same Day Turn-on (Not Scheduled for That Day)
Group I -Residential -Multi-Family Residence rate per unit, 90% of water
used
Group I -Residential-Single Family Residence (Flat Rate)
Group II -Commercial-Rate per hundred cubic feet, min $26.03 per
month
Pa1e 6
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 42.98 $ 42.98
$ 79.49 $ 79.49
$ 123.31 $ 123.31
$ 174.41 $ 174.41
$ 225.52 $ 225.52
$ 371.56 $ 371.56
$ 736.64 $ 736.64
$ 1174.74 $ 1,174.74
$ 1,685.86 $ 1,685.86
$ 4.44 $ 4.44
$ 3.35 $ 3.3S
$ 4.4S $ 4.4S
$ 6.42 $ 6.42
$ 4.0S $ 4.05
$ 3.3S $ 3.3S
$ 4.4S $ 4.45
$ 6.42 $ 6.42
Actual Cost Actual Cost
$ 3.S3 $ 3.S3
$ 29 $ 46
$ 103 $ 10S
$ 890 $ 907
s 14 $ 14
$ 114 $ 117
$ 11 $ 11
$ 10 $ 10
$ 1 $ 1
$ 29 $ 30
$ 35 $ 35
$ 86 $ 87
(1) s 3 s 3
(1) $ 26.03 $ 26.03
(1) $ 2.44 s 2.44
PRIMARY FEE CATEGORY DEPT.
UTILITIES SEWER SERVICE CHARGES
UTILITIES SEWER SERVICE CHARGES
UTILITIES SEWER SERVICE CHARGES
UTILITIES SEWER SERVICE CHARGES
UTILITIES SEWER SERVICE CHARGES
UTILITIES SEWER SERVICE CHARGES
UTILITIES SEWER SERVICE CHARGES
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT 50LIDWASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
CITY OF CARLSBAD
GENERAL CITY SERVICE FEES
FY 2015-16
FEE DESCRIPTION
Group Ill-Commercial -Rate per hundred cubic feet, min $26.03 per
month
Group IV-Commercial-Rate per hundred cubic feet, min $26.03 per
month
Group V Institutions/Schools-Boarding School-rate per student per
month; min $26.03 per month
Group V Institutions/Schools-Elementary School-rate per student per
month, min $26.03 per month
Group V Institutions/Schools-High School-rate per student per month;
min $26.03 per month
Group V Institutions/Schools-Junior High School-rate per student per
month; min $26.03 per month
Group V Institutions/Schools-Other-Institutions
Solid Waste Fee (AB939) -2.0% of Basic Trash Rate
Special City Services-Billed at Cost
Special Pick-ups of Solid Waste -Delivery charge for roll-off boxes (per
box)
Special Pick-ups of Solid Waste-Door-to-door household hazardous
waste collection (HHW)
Special Pickups of Solid Waste -Service charge for all classes of roll-off
boxes (per collection+ landfill disposal fees)
Trash Collection -Residential -per month-64 or 96 Gallon Cart
Trash Collection -Residential-per month (35 gallon trash)
Trash Collection -Residential -per month (backyard service)
Trash Collection-Commercial per bin-five pick-ups per week (2-yard bin)
Trash Collection-Commercial per bin-five pick-ups per week (3-yard bin)
Trash Collection-Commercial per bin-five pick-ups per week (4-yard bin)
Trash Collection-Commercial per bin-five pick-ups per week (5-yard bin)
Trash Collection-Commercial per bin-four pick-ups per week (2-yard bin)
Trash Collection-Commercial per bin-four pick-ups per week (3-yard bin)
Trash Collection -Commercial per bin-four pick-ups per week (4-yard bin)
Trash Collection-Commercial per bin-four pick-ups per week (S-yard bin)
Trash Collection-Commercial per bin-one pick-up per week (2-yard bin)
Trash Collection-Commercial per bin-one pick-up per week (3-yard bin)
Trash Collection -Commercial per bin-one pick-up per week (4-yard bin)
Trash Collection -Commercial per bin-one pick-up per week (5-yard bin)
Trash Collection -Commercial per bin -six pick-ups per week (2-yard bin)
Trash Collection -Commercial per bin-six pick-ups per week (3-yard bin)
Trash Collection -Commercial per bin -six pick-ups per week (4-yard bin)
Trash Collection-Commercial per bin -six pick-ups per week (5-yard bin)
Trash Collection-Commercial per bin -three pick-ups per week (2-yard
bin)
Trash Collection-Commercial per bin -three pick-ups per week (3-yard
bin)
Trash Collection-Commercial per bin -three pick-ups per week (4-yard
bin)
Page 7
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
(1) $ 3.70 $ 3.70
(1) $ 6.87 $ 6.87
(1) $ 5.53 $ 5.53
(1) $ O.S3 $ 0.53
(1) $ 1.06 $ 1.06
(1) $ 0.78 $ 0.78
(1) $ 2.44 $ 2.44
(1) 2% of Basic Trash Rate 2% of Basic Trash Rate
(1) Billed at Cost Billed at Cost
$ 54.19 $ 54.19
(1) $ 10.00 $ 10.00
$ 255.33 $ 210.56
$ 20.40 $ 20.62
$ 18.44 $ 18.66
$ 25.97 $ 26.29
$ 313.81 $ 317.32
$ 453.22 $ 458.25
$ 629.07 $ 636.12
$ 804.94 $ 814.01
$ 254.68 $ 257.55
$ 366.27 $ 370.34
$ 506.94 $ 512.63
$ 647.63 $ 654.94
$ 77.52 $ 78.42
$ 105.40 $ 106.61
$ 140.57 $ 142.18
$ 175.74 $ 177.76
$ 372.89 $ 377.06
$ 540.19 $ 546.18
$ 751.19 $ 759.60
$ 962.25 $ 973.09
$ 195.68 $ 197.90
$ 279.31 $ 282.44
$ 384.83 $ 389.16
PRIMARY FEE CATEGORY DEPT.
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
VARIOUS
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
CITY OF CARLSBAD
GENERAL CITY SERVICE FEES
FY 2015-16
FEE DESCRIPTION
Trash Collection • Commercial per bin ·three pick-ups per week {S·yard
bin)
Trash Collection-Commercial per bin· two pick-ups per week {2-yard bin)
Trash Collection-Commercial per bin-two pick-ups per week {3-yard bin)
Trash Collection-Commercial per bin-two pick-ups per week {4-yard bin)
Trash Collection-Commercial per bin-two pick-ups per week {5-yard bin)
Trash Collection -Commercial per bin-one pick-up per week {split bin)
Trash Collection-Commercial per bin-two pick-ups per week (split bin)
Trash Collection· Commercial per bin-three pick-ups per week (split bin)
Trash Collection · Commercial per bin-four pick-ups per week (split bin)
Trash Collection-Commercial per bin-five pick-ups per week (split bin)
Trash Collection -Commercial per bin-six pick-ups per week {split bin)
Trash Collection-Commercial Recycling -one pick-up per week {3 yard
bin)
Trash Collection -Commercial Recycling -two pick-ups per week {3 yard
bin)
Trash Collection -Commercial Recycling -three pick-ups per week {3 yard
bin)
Trash Collection-Commercial Recycling -four pick-ups per week {3 yard
bin)
Trash Collection -Commercial Recycling· five pick-ups per week {3 yard
bin)
Trash Collection-Commercial Recycling · six pick-ups per week {3 yard bin)
Trash Collection-Commercial Recycling-seven pick-ups per week {3 yard
bin)
Trash Collection-Commercial Yard Waste-one pick-up per week {3 yard
bin)
Trash Collection-Commercial Yard Waste-two pick-ups per week {3 yard
bin)
Copies -each
Trash Collection-Commercial Can -One pick-up per week {up to four {4)
32gal)
Trash Collection· Commercial Can -Two pick-ups per week (up to four {4)
32 gal)
Trash Collection· Commercial Can -Three pick-ups per week {up to four
(4) 32 gal)
Trash Collection· Commercial Can Backyard Service· One pick-up per
week (up to four (4) 32 gal)
Trash Collection· Commercial Can Backyard Service -Two pick-ups per
week {up to four (4) 32 gal)
Trash Collection -Construction Bin Rate · One pick-up per week {3 yard
bin)
Trash Collection -Construction Bin Rate -Two pick-ups per week (3 yard
bin)
Trash Collection -Construction Bin Rate-Three pick-ups per week (3 yard
bin)
Trash Collection -Construction Bin Rate -Four pick-ups per week {3 yard
bin)
Trash Collection -Construction Bin Rate -Five pick-ups per week (3 yard
bin)
Trash Collection -Commercial Yard Waste-one pick-up per week {96 gal
cart)
Trash Collection -Commercial Recycling· one pick-up per week (96 gal
cart)
Trash Collection -Commercial Recycling· two pick-ups per week (96 gal
cart)
,.,. 8
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 490.34 $ 495.89
$ 135.69 $ 138.15
$ 192.37 $ 194.54
$ 262.68 $ 265.65
$ 333.05 $ 336.83
$ 84.81 $ 85.86
$ 154.89 $ 156.78
$ 224.96 $ 227.69
$ 295.02 $ 298.60
$ 365.07 $ 369.50
$ 435.15 $ 440.42
$ 75.63 $ 76.68
$ 127.94 $ 129.72
$ 180.25 $ 182.76
$ 232.55 $ 235.79
$ 277.58 $ 281.44
$ 332.88 $ 337.52
$ 388.36 $ 393.77
$ 107.46 $ 108.73
$ 190.26 $ 192.45
$ 0.15 $ 0.15
$ 35.94 $ 36.40
$ 71.91 $ 72.82
$ 107.85 $ 109.22
$ 51.41 $ 52.08
$ 102.81 $ 104.15
$ 238.23 $ 241.97
$ 414.74 $ 421.19
$ 591.26 $ 600.41
$ 767.76 $ 779.62
$ 944.27 $ 958.84
$ 20.08 $ 20.32
$ 17.21 $ 17.45
$ 34.42 $ 34.90
PRIMARY FEE CATEGORY DEPT.
ENVMGMT SOLID WASTE
ENVMGMT SOLID WASTE
CITY OF CARLSBAD
GENERAL CITY SERVICE FEES
FY 2015-16
FEE DESCRIPTION
Trash Collection -Commercial Recycling· three pick-ups per week (96 gal
cart)
Trash Collection-Commercial/Multi Family Scout Service Fee
(1) -Nonresidential sewer rates are calculated based on flow, strength
and pretreatment requirements.
(2)-See Carlsbad Municipal Code Section 8.17.070
(3)-Per section 8.50.080(e), Ord N5-230 ph1,2,1993; Ord -53 ph 3, 1989:
Ord. 1278 ph 1 (part) 1985)
(4)-For all Assessment Districts using 1915 Act Bonds.
(5) -Code Section 10.56.070 and 10.56.100
(6) -Code Section 8.09.070
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 51.63 $ 52.34
$ 47.30 $ 47.94
PRIMARY
DEPT. FEE CATEGORY
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CITY OF CARLSBAD
DEVELOPMENT RELATED SERVICE FEES
FY 201S-16
FEE DESCRIPTION
Adjustment Plat
Affordable Housing Impact Fee (per unit)
Affordable Housing In-Lieu Fee (per market rate unit)
Appeal-City Council(+ noticing costs)-fee is refundable if appeal is won
Appeal-Planning Commission(+ noticing costs) fee is refundable if appeal
is won
Building Permit Fees (63% of 2001 USC 1-A)
Building Plan Check-70% of Bldg Permit (8% discount on repetitive plan
checks)
COP-2 -4 unit or lot subdivision (per unit or lot whichever is greater)
COP-S or more unit or lot subdivision (per permit)
COP -Non-Redevelopment Area -Minor Permit
COP -Village Review Area -Major & Minor RP's
COP Amendment
COP Emergency
COP Exemption
COP Extensions
COP Non-Residential + 10 cents per square foot
Certificate of Com pl. in lieu of Parcel Map
Certificate of Compliance
Certificate of Correction
Coastal Development Permit (COP)-Single Family Lot
Coastal Development Permit-SCCRA
Conditional Use Permit (2S% discount may apply)
Construction Change Review-Major (fee plus $24S per sheet)
Construction Change Review-Minor (fee plus $1SS per sheet)
CUP-Amendment
CUP-Bio Habitat Preserve
CUP-Extension -Regular
CUP-Minor
Curb Cafe Permit-Village Review Area
DayCare Permit
Developer Agreements-Deposit $10,000 increments (Consistent with City
payroll records+ overhead)
Duplicate Tracing Fees-Final Parcel Maps-per sheet(+ $32 per sheet)
Duplicate Tracing Fees-Final Tract Maps-per sheet(+ $32 per sheet)
Easement Document Processing and Recording
Easement Document Processing and Recording (Minor)
Page 10
NOTE FY 2014-1S FEE FY 201S-16 PROPOSED FEE
$ 1,287 $ 1,310
$ 2,91S $ 2,91S
$ 4,S1S $ 4,S1S
$ 1,077 $ 1,097
$ 661 $ 673
(7)
$ 2,181 $ 2,222
$ 3,SSO $ 3,616
$ 8S6 $ 872
$ 663 $ 67S
SO% Current Permit Cost SO% Current Permit Cost
$ 442 $ 4SO
$ 243 $ 247
2S% Current Permit Cost 2S% Current Permit Cost
$ 966 $ 984
$ 3,000 $ 2,846
$ 1,044 $ 1,063
$ 812 $ 827
$ 1,077 $ 1,097
$ 427 $ 43S
$ 4,484 $ 4,S67
$ 68S $ 697
$ 486 $ 49S
$ 2,413 $ 2,4S8
$ 84S $ 861
$ 906 $ 922
$ 7S1 $ 76S
$ 349 $ 3SS
$ 210 $ 214
Actual cost Actual cost
$ 23 $ 23
$ 23 $ 23
$ 6S2 $ 664
$ 11S $ 117
PRIMARY
DEPT. FEE CATEGORY
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CITY OF CARLSBAD
DEVELOPMENT RELATED SERVICE FEES
FY 2015-16
FEE DESCRIPTION
EIA-All Others
EIA -Single Family
EIR-Addendum ( + fbhr after 1st 10 hrs of project planner)
EIR-Focused/Supplemental (Requiring a Public Hearing)-(+ fbhr after the
1st 100 hrs of project planner or 20 hrs of project engineer)
EIR Review(+ fbhr after the first 160 hrs of project planner or 40 hrs of
Project Engineer)
Encroachment Agreement Processing
Final Tract Map(+ $5 per Acre)
General Plan Amendment • 0 -5 Acres
General Plan Amendment -Over 5 Acres
Grading Permit Extension Fee
Grading Permit Investigation Fee (Consistent with City payroll records plus
overhead)
Green Building Standards Plancheck and Inspection
Hillside Oev Permit-Other (Multiple Lots)
Hillside Dev Permit·Minor
Hillside Oev Permit Amendment-Other (Multiple Lots)
Hillside Oev Permit Amendment·Minor
Amendment to the HMP Document Major(+ fbhr after first 20 hours of
project planner)
Amendment to Habitat Management Plan Document (Minor)
HMP-Permit-Amendment -Major (no onsite habitat to be preserved)
HMP Permit Amendment Minor
HMP-Permit-Amendment -Single Family Residence
HMP-Permit-Major
HMP-Permit-Minor (no on site habitat to be preserved)
HMP-Permit-Single Family
Improvement Construction Inspection Fee
Inspection· Additional Planning
Inspection Overtime-per Hour (On Request)-each additional hour at $70
Landscape Inspection
Landscape Plan Check
Local Coastal Plan -Amendment
Local Facilities Management Fees-As established by Council
Major Trail Plan Check> 1 mile
Minor Trail Plan Check < 1 mile
Master Plan(+ fbhr after 1st 200 hrs project planner or 100 hrs project
engineer)
Master Plan Amendment -(Minor)(+ fbhr after 1st 20 hrs Proj. Planner or 7
hrs Proj. Eng.)
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
(10) $ 1,728 $ 1.760
(10) $ 951 $ 969
(10) $ 2.512 $ 2,559
(10) $ 13,495 $ 13,746
(10) $ 20,060 $ 20,433
$ 337 $ 343
$ 7.476 $ 7,615
$ 4,268 $ 4,348
$ 6,157 $ 6,271
25% permit fee 25% permit fee
Actual cost Actual cost
$ 160 $ 163
$ 2,512 $ 2,559
$ 1,242 $ 1,265
$ 2,153 $ 2,194
$ 707 $ 720
$ 5,345 $ 5,444
$ 3.435 $ 3.498
75% Original Fee 75% Original Fee
75% Original Fee 75% Original Fee
75% Original fee 75% Original fee
$ 3,909 $ 3,981
s 552 $ 562
50% Minor Fee SO% Minor Fee
(7)
$ 93 $ 94
$ 116 $ 118
(7)
(7)
$ 6,240 $ 6,356
Full Cost Full Cost
$ 1.400 $ 1.426
$ 700 $ 713
$ 41,788 $ 42,566
$ 1,668 $ 1,699
Sl
PRIMARY
DEPT. FEE CATEGORY
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CITY OF CARLSBAD
DEVELOPMENT RELATED SERVICE FEES
FY 201S-16
FEE DESCRIPTION
Master Plan Amendment-Major(+ fbhr after 1st 100 hrs project planner
or 40 hrs of project engineer)
Master Plan Pre-Submittal
Neighborhood Improvement Agreements
Non Conforming Permit
Noticing Service (plus postage)
Oversize Load Permit • 1 trip (fee set by State)
Oversize Load Permit-Annual (fee set by State)
Parcel Map (Minor Subdivision)-Final
Park In lieu Fee-Village Area
PD • Non-Res-4 or less
PD • Non·Res-5 to 50
PO-Non-Res-51 or more
PD Amendment-Non-Res-5 to 50
PD Amendment -Non-Res-51 or more
PO Amendment-Non-Res -4 or less
PD Res -4 or less
PO Res -5 to 50
PO Res 0 51 or more
PO Res. Amendment-4 or less
PO Res. Amendment-5 to 50
PO Res. Amendment 0 51 or more
Permit Amendments Not Specifically Identified
Planning Commission Determination · Other
Planning Commission Determination ° SinRie Familv
Planning Commission Discussion Item
Precise Development Plan
Precise Development Plan -Amendment
Preliminary Plan Review -Consistency Determination
Preliminary Plan Review 0 Major
Preliminary Plan Review 0 Minor
Preliminary Review 0 Redevelopment 0 Major
Preliminary Review-Redevelopment-Minor
Quitclaim of Easement
Reversion to Acreage -(Consistent with City payroll records charged
against a $3,100 deposit)
Right of Way Permit • Minor-Construction
PaeeU
NOTE
(9}
(91
(9)
(9)
(9)
(9)
(9)
(9)
(9)
(9)
(9)
(9)
FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 26,145 $ 26,632
$ 7,106 $ 7,239
$ 157 $ 160
$ 697 $ 710
$ 315 $ 320
$ 16 $ 16
$ 90 $ 90
$ 3,356 $ 3,419
$ 11,978 $ 12,201
$ 3,015 $ 3,071
$ 8,360 $ 8,515
$ 13,208 $ 13,454
$ 6,643 $ 6,766
$ 8,995 $ 9,162
$ 1,844 $ 1,879
$ 3,015 $ 3,071
$ 8,360 $ 8,515
$ 13,208 $ 13,454
$ 1,623 $ 1,654
$ 6,192 $ 6,307
$ 8,349 $ 8,504
50% of original cost 50% of original cost
s 1,634 s 1,665
$ 1,010 $ 1,029
$ 663 $ 675
$ 7,609 $ 7,750
$ 4,141 $ 4,218
$ 707 $ 720
$ 707 $ 720
$ 199 $ 202
$ 353 $ 360
$ 199 $ 203
$ 685 $ 697
Actual Cost Actual Cost
$ 348 $ 354
PRIMARY FEE CATEGORY DEPT.
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CITY OF CARLSBAD
DEVELOPMENT RELATED SERVICE FEES
FY 2015-16
FEE DESCRIPTION
Right of Way Permit-Minor-Non Construction
Right of Way Permit-Utility(+ actual costs for Insp. and Sr. Insp. time)
Right of Way Permit-Utility (By Contract)
Satellite Antenna Permit
SCCRA Amendment (Major)
SCCRA Permit (Admin.)
SCCRA Permit {Major)
SCCRA Permit {Minor)
SCCRA Permit Amendment (Admin.)
SCCRA Permit Amendment (Minor)
SCCRA Permit Appeal -City Council
SCCRA Permit Appeal -Planning
SCCRA Permit Extension (Major)
SCCRA Permit Extension {Minor)
SCCRA Permit Variance {Minor or Major)
SCCRA Permit Variance Administrative
SCCRA Sidewalk Sign/Outdoor Display
SCCRA Sign Program
SCCRA Sign Program Amendment
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 (Consistent with City payroll records
[plus overhead, consultant cost and recording fee)
(Consistent with City payroll records plus overhead, consultant cost and
recording fee)
Service Installation Fee-Fire Hydrant Lateral and Assembly (staff time
consistent with City payroll records)
Service Installation Fee -Fire Sprinkler Lateral (staff time consistent with
City payroll records)
Sidewalk Tables and Chairs-Village Review Area
Sign Permit
Sign Program Amendment, Non RDA
Sign Program, Non RDA
Site Development Plan -Res.<= 4 units/lots
Site Development Plan {Major)
Site Development Plan Amendment {Major)
Site Development Plan Amendment {Minor)
Special Use Permit -Scenic Corridor
Page 13
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 171 $ 174
$ 740 $ 7S4
$ 740 $ 754
$ 420 $ 427
$ 1,469 $ 1,496
$ 676 $ 688
$ 3,489 $ 3,S54
$ 1,606 $ 1,636
$ 14S $ 148
$ 622 $ 634
$ 623 $ 63S
$ S64 $ S74
$ 276 $ 281
$ 237 $ 241
$ 41S $ 422
$ 142 $ 144
$ 60 $ 61
$ 126 $ 128
$ 82 $ 84
Set by School Districts Set by School Districts
$ 409 $ 416
$ 7S1 $ 76S
(8) Actual Cost Actual Cost
(8) Actual Cost Actual Cost
Actual Cost Actual Cost
Actual Cost Actual Cost
$ 60 $ 61
$ 61 $ 62
$ 63S $ 647
$ 1,0SS $ 1,074
$ 4,467 $ 4,SSO
$ 11,331 $ 11,541
$ 7,67S $ 7,818
$ 2,982 $ 3,037
$ 3,490 $ 3,SSS
S3
CITY OF CARLSBAD
MASTER FEE SCHEDULES
SECTION 2
DEVELOPMENT -RELATED
SERVICE FEES
June 2015
PRIMARY FEE CATEGORY DEPT.
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
STORM WATER POLLUTION
CEO PREVENTION PLAN REVIEW
STORM WATER POLLUTION
CEO PREVENTION PLAN INSPECTION
STORM WATER POLLUTION
CEO PREVENTION PLAN REVIEW
STORM WATER POLLUTION
CEO PREVENTION PLAN INSPECTION
STORM WATER POLLUTION
CEO PREVENTION PLAN REVIEW
STORM WATER POLLUTION
CEO PREVENTION PLAN INSPECTION
STORM WATER POLLUTION
CEO PREVENTION PLAN REVIEW
STORM WATER POLLUTION
CEO PREVENTION PLAN INSPECTION
STORM WATER POLLUTION
CEO PREVENTION PLAN REVIEW
STORM WATER POLLUTION
CEO PREVENTION PLAN INSPECTION
STORM WATER POLLUTION
CEO PREVENTION PLAN REVIEW
STORM WATER POLLUTION
CEO PREVENTION PLAN INSPECTION
STORM WATER POLLUTION
CEO PREVENTION PLAN REVIEW
STORM WATER POLLUTION
CEO PREVENTION PLAN INSPECTION
STORM WATER POLLUTION
CEO PREVENTION PLAN REVIEW
STORM WATER POLLUTION
CEO PREVENTION PLAN INSPECTION
CITY OF CARLSBAD
DEVELOPMENT RELATED SERVICE FEES
FY 2015-16
FEE DESCRIPTION
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 (+ fbhr after 1st 200 hrs project planner or 60 hrs project
engineer)
Specific Plan Amendment (Major) (+ fbhr after 180 hr proj planner or
30hrs Proi eng)
Specific Plan Amendment (Minor) (+ fbhr after 20 hr proj planner or 7hrs
Proj eng)
Street Name Change
Street/Public Service Easement Vacation Regular
Street/Public Service Easement Vacation Summary
Substantial Conformance Exhibit Rev.
Tentative Map Revision-5· 49 Units/Lots+ $40ea 5+ (whichever is greater)
Tentative Map Revision-50+ Units/lots + $1Sea 49+ (whichever is
(greater)
Tentative Parcel Map 1yr Extension (per application)
Tentative Parcel Map Processing Fee (Minor Subdivision)
Tentative Tract Map -5-49 Lots/Units+ $110ea. > 5 (whichever is greater)
Tentative Tract Map· 50+ lots/Units+ $15ea 49+ (whichever is greater)
Tentative Tract Map Extension-5 to 49
Third Party Review-plus consultant cost
Tier Levell· Per Site -low Inspection Priority
Tier Levell· Per Site-low Inspection Priority
Tier Levell· Per Site· Medium Inspection Priority
Tier level 1 -Per Site-Medium Inspection Priority
Tier Level 2 ·Per Site· High Inspection Priority
ner Level 2 ·Per Site· High Inspection Priority
Tier level 2 -Per Site· Medium Inspection Priority
Tier Level 2 -Per Site -Medium Inspection Priority
Tier level 3 -Each Subsequent Acre Or Portion Over One Acre -High
Inspection Priority
Tier Level 3 -Each Subsequent Acre Or Portion Over One Acre -High
Inspection Priority
Tier level 3 -Each Subsequent Acre Or Portion Over One Acre -Medium
Inspection Priority
Tier level 3 • Each Subsequent Acre Or Portion Over One Acre -Medium
Inspection Priority
Tier Level 3 ·Up to 1 Acre-High Inspection Priority
Tier Level 3 • Up to 1 Acre-High Inspection Priority
Tier Level 3 -Up to 1 Acre-Medium Inspection Priority
Tier level 3-Up to 1 Acre-Medium Inspection Priority
Paae 14
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 3,865 $ 3,937
$ 2,794 $ 2,846
$ 3,352 $ 3,414
$ 2,424 $ 2,469
$ 34,903 $ 35,552
$ 22,462 $ 22,880
$ 1,452 $ 1,479
$ 1,634 $ 1,665
$ 3,340 $ 3,402
$ 1,325 $ 1,350
$ 1,010 $ 1,029
$ 4,114 $ 4,190
$ 7,609 $ 7,750
$ 1,474 $ 1,502
$ 3,804 $ 3,875
$ 8,238 $ 8,392
$ 16,466 $ 16,772
$ 2,888 $ 2,942
$ 745 $ 759
$ 48 $ 49
$ 58 $ 59
$ 53 $ 54
$ 224 $ 228
$ 349 $ 356
s 1,239 $ 1,262
$ 349 $ 356
$ 8S1 $ 867
$ 81 $ 82
$ 342 $ 348
$ 65 $ 66
$ 212 s 216
$ 701 $ 714
$ 2,097 $ 2,136
$ 541 $ 551
$ 1,235 $ 1,258
PRIMARY FEE CATEGORY DEPT.
PARKS &
RECREATION
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
STORM WATER MANAGEMENT
CEO PLAN
STORM WATER MANAGEMENT
CEO PLAN
CEO
CEO
CEO
CEO
CEO
STORM WATER MANAGEMENT
CEO PLAN
STORM WATER MANAGEMENT
CEO PLAN
CITY OF CARLSBAD
DEVELOPMENT RELATED SERVICE FEES
FY 2015-16
FEE DESCRIPTION
Trails Inspection
Variance-Administrative (Planning)
Variance-Administrative (Planning) Recreational Vehicle Admin. Variance
Variance-Engineering
Variance -Planning
Village Area Noticing Fee (Minor)-plus postage
Village Area Permit Amendment (Minor)-plus noticing costs
Village Area Review (Major}-plus noticing costs
Village Area Review (Minor}-plus noticing costs
Village Area Review Permit Amendment (Admin}
Village Area Sidewalk Outdoor Dining and Curb Cafe (max of 2 parking
spaces) Annual
Village Area Sign Program
Village Area Sign Program Amendment
Village Permit Appeal-City Council(+ noticing costs} fee is refundable if
appeal is won
Village Permit Appeal-Planning Commission(+ noticing costs} fee is
refundable if appeal is won
Village Review Amendment (Major}-plus noticing costs
Village Review Area Sidewalk Sign/Outdoor Display Permit
Village Review Permit (Admin.}
Village Review Permit Extension (Major}-plus noticing costs
Village Review Permit Extension (Minor)-plus noticing costs
Village Review Permit Noticing Fee (Major)-plus postage
Village Review Permit Variance-Administrative
Village Review Permit Variance (Minor or Major)
Zone Change-5 or fewer acres
Zone Change-5.1 or more acres
Zoning Compliance Letter
Inspection Fee-For Each Subsequent Acre Or Portion Over One Half Acre
Inspection Fee -Up to One Half Acre
Ucense Tax on New Construction-Mobile Homes
Plumbing, Electrical and Mechanical Permit (not combined with Building
Permits}
Improvement Agreement Extension-see Secured Agreement Proc. Ext.
Ughting and Landscape District #2 Annexation
Minor Grading Plan Review
Plan Review Fee-For Each Subsequent Acre Or Portion Over One Half Acre
Plan Review Fee-Up To One Half Acre
Pace lS
NOTE FY 2014-1S FEE FY 2015-16 PROPOSED FEE
s 300 s 306
s 751 s 765
s 753 s 767
s 751 s 765
s 2,827 s 2,880
s 217 s 218
s 591 s 602
s 3,015 s 3,071
s 1,645 s 1,676
s 174 s 177
s 1,200 s 1,222
s 297 s 303
s 72 s 73
s 673 $ 685
$ 673 s 685
s 1,449 s 1,476
$ 61 $ 62
s 442 s 450
s 701 s 714
s 603 $ 615
$ 407 s 408
s 188 $ 191
$ 420 s 427
$ 4,903 s 4,994
s 6,643 s 6,766
$ 83 s 84
s 111 s 113
s 279 s 284
s 2,255 s 2,311
s 160 s 160
(7} s s -
s 5,400 s 5,400
s 952 s 952
s 120 $ 122
s 332 s 338
PRIMARY FEE CATEGORY DEPT.
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
CEO
FINANCE
FIRE
FIRE PROTECTION SYSTEM
FIRE INSTALLATION FEES
HNS
HNS
HNS
HNS
IT
IT
IT
IT
IT
CITY OF CARLSBAD
DEVELOPMENT RELATED SERVICE FEES
FY 2015-16
FEE DESCRIPTION
Reapportionment Fees for 1911 Act Assessment Districts
Street Light Energizing Fee
Retaining Wall Plancheck (Valuation $250,000+)
Retaining Wall Plancheck (Valuation $50,001-$2SO,OOO)
Retaining Wall Plancheck (Valuation=0-$50,000)
Tentative Tract Map Litigation Stay
Agricultural Mitigation Fee
Fish & Wildlife Fee -EIR -Set by Dept. of Fish and Wildlife
Fish & Wildlife Fee-Negative Declaration-Set by Dept. of Fish and Wildlife
Hillside Development Permit Extension-Other (Multiple Lots)
Hillside Development Permit Extension-Single Family Lot
Major Site Development Plan (Non Res) Extension
Minor Conditional Use Permit-Amendment
Minor Conditional Use Permit Extension
Minor Site Development Plan Extension
PO-Non-Res-4 or less Extension
PO-Non-Res -5 to 50 Extension
PO -Non-Res-51 or more Extension
PO Res-4 or less Extension
PO Res -51 or more Extension
PO Res 5 to 50 Extension
Special Use Permit -Extension
Wireless Communication 3rd Party Review (vendor costs)
Community Facilities District Annexation
Expedited Fire Plan Review Service Fee
Fire Protection System Installation
Affordable Housing Credit Per Unit (Northwest Quadrants)
Affordable Housing Credit Per Unit-Villa Lorna (Southeast and Southwest
quadrants)
Affordable Housing Credit Per Unit-Cassia Heights (Southeast and
Southwest quadrants)
Code Enforcement
GIS Digital Data Delivery (per hour Technician plus overhead)
GIS Production of new documents (per hour Technician plus materials and
overhead)
GIS Reproduction of Existing Documents (per hour Technician plus material
and overhead)
GIS Technical Services (per hour Manager plus overhead)
GIS Technical Services (per hour Technician plus overhead)
Paae16
NOTE
(7)
(7)
FY 2014-15 FEE FY 2015-16 PROPOSED FEE
Actual Cost Actual Cost
0.5% of Engineer's Estimate O.S% of Engineer's Estimate
($2,000 min.) ($2,000 min.)
$500 + 0.5% of Engineer's $500 + 0.5% of Engineer's
Estimate Estimate
$ 533 $ 369
25% of original fee 25% of original fee
$ 10,000 $ 10,000
$3,079.75 $3,119.75
$2,231.25 $2,260.00
25% of original fee 25% of original fee
25% of original fee 25% of original fee
25% of original fee 25% of original fee
$ 571 $ 582
50% of original fee 50% of original fee
25% of original fee 25% of original fee
25% of original fee 25% of original fee
25% of original fee 25% of original fee
25% of original fee 25% of original fee
25% of original fee 25% of original fee
25% of original fee 25% of original fee
25% of original fee 25% of original fee
25% of original fee 25% of original fee
Actual Cost Actual Cost
s 1,752 s 1,752
Actual Cost + $25 Actual Cost + $25
$ -$ -
s 142,000 $ 142,000
$ 48,000 $ 48,000
$ 56,462 $ 57,512
Court costs Court costs
Actual Cost Actual Cost
Actual Cost Actual Cost
Direct cost Direct cost
Actual Cost Actual Cost
Actual Cost Actual Cost
PRIMARY FEE CATEGORY DEPT.
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES WATER DISTRICT SERVICE FEES
UTILITIES SEWER
UTILITIES SEWER
UTILITIES SEWER
UTILITIES SEWER
UTILITIES SEWER
UTILITIES SEWER
UTILITIES SEWER
CITY OF CARLSBAD
DEVELOPMENT RELATED SERVICE FEES
FY 201S-16
FEE DESCRIPTION
Preliminary Potable Water, Reclaimed Water, Sewer Analysis Review -
(Use Improvement Plan Review Fees)
Hydraulic Analysis Only ·Included in Improvement Plan Review Fees
Water Meter Installation-6" (Consistent with City payroll records plus
overhead)
Water Meter Installation-1"
Water Meter Installation -1-1/2"
Water Meter Installation -1-1/2"-Turbo
Water Meter Installation -2"
Water Meter Installation -2" -Turbo
Water Meter Installation-3" (Consistent with City payroll records plus
overhead)
Water Meter Installation-3/4"
Water Meter Installation-4" (Consistent with City payroll records plus
overhead)
Water Meter Installation -5/8"
Water Meter Installation-8" (Consistent with City payroll records plus
overhead)
Water Meter Installation Fee -Fire Protection
Potable, Reclaimed and Sewer Improvement Plan Review -Use
Improvement Plan Review Fees
Potable, Reclaimed and Sewer Standards and Specifications (available on
Internet)
Reclaimed Water Landscape Review-Use Improvement Plan Review fees
San Diego County Water Auth. Capacity Charge-Set by SDCWA
Utility Standards and Specifications (actual cost of reproduction)
Waste Water Discharge Permit
Waste Water Pretreatment-Class I-One time fee for new users
Waste Water Pretreatment-Class I (per month)-Existing user
Waste Water Pretreatment· Class II • One time fee for new users
Waste Water Pretreatment-Class II (per month)-Existing user
Waste Water Pretreatment-Class Ill-One time fee for new users
Waste Water Pretreatment-Class Ill (per month)-Existing user
(7) -See attached schedules and rate tables.
(8) • Streets and Highways Code Section 8760-8769
(9) • Based on number of units or lots whichever is greater
(10) -Plus Fish and Wildlife Department fee, if any. Environmental filing
fees are set by Fish and Wildlife Code 711.4
Poret7
NOTE FY 2014-1S FEE FY 201S-16 PROPOSED FEE
s -s -
s -s -
Actual Cost Actual Cost
s 317 s 356
$ 574.50 s 595
s 961.20 s 913
s 771.60 s 823
s 987.11 $ 1,044
Actual Cost Actual Cost
s 301 s 305
Actual Cost Actual Cost
s 268 s 272
Actual Cost Actual Cost
Meter Fee-Use Rate Sheet Meter Fee-Use Rate Sheet
N/C N/C
SetbySDCWA Set by SDCWA
Actual Cost Actual Cost
s 42 s 42
s 288 s 293
s 213 s 217
$ 288 $ 293
s 202 $ 206
s 85 s 87
s 32 s 33
PRIMARY FEE CATEGORY DEPT.
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE ADMINISTRATIVE
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE PROTECTION SYSTEM
FIRE INSTALLATION FEES
FIRE PROTECTION SYSTEM
FIRE INSTALLATION FEES
FIRE PROTECTION SYSTEM
FIRE INSTALLATION FEES
FIRE PROTECTION SYSTEM
FIRE INSTALLATION FEES
FIRE PROTECTION SYSTEM
FIRE INSTALLATION FEES
FIRE PROTECTION SYSTEM
FIRE INSTALLATION FEES
FIRE PROTECTION SYSTEM
FIRE INSTALLATION FEES
FIRE PROTECTION SYSTEM
FIRE INSTALLATION FEES
FIRE OPERATIONAL PERMIT
FIRE PROTECTION SYSTEM
FIRE INSTALLATION FEES
FIRE PROTECTION SYSTEM
FIRE INSTALLATION FEES
CITY OF CARLSBAD
FIRE PROTECTION SYSTEM INSTALLATION FEES
FY 201S-16
FEE DESCRIPTION NOTE
Permit· High-Piled Combustible Storage
Permit • Hazardous Materials Use and Storage
Permit-Brazing, Soldering and Welding
Permit-Temporary Use-Tents (Major)
Permit-Temporary Use-Tents (Minor)
Inspection-Weed Abatement Compliance Certificate
Permit -Motor Vehicle Repair Garages
Permit-Combustible Fiber Use and Storage
Permit-Misc. Combustible Storage/Tires Facility
Permit -Compressed Gases/Cryogen Storage Use
Permit-Dry Cleaning
Permit-Dust Producing Operations
Permit-Flammable and Combustible Liquids Dispensing, Use, Storage,
Tanks
Permit -Flammable Finishes
Permit-Temporary Use-Carnivals and Fairs
Permit-Pyrotechnics or Special Effects, Aerial Fireworks (per event or day)
Permit -Industrial Ovens-Kilns
Permit -Refrigeration Equipment Install or Operate
Permit-Medical Gas Dispensing System
Permit-Liquefied Petroleum Gas
Permit-Covered Mall
Permit-Candles or Open Flame-Public Assembly
Permit-Aerosol Use/Storage
Permit-Automatic Sprinkler System-Commercial System 13-R-Plan Check
Permit-Automatic Sprinkler System -Commercial System -each additional
riser-Plan Check
Permit-Automatic Sprinkler System-Residential System 13-D-Plan Review
Permit-Automatic Sprinkler System-Tenant Improvement-Plan Review
Permit-Fire Alarm Systems-1 to 25 devices-Plan Review Minimum
Permit-Fire Alarm Systems-26 or more-Plan Review
Permit-Other Fixed Fire Systems -Hood and Duct
Permit-Other Fixed Fire Systems -Paint Spray Booth Plan Review
Permit-Spray Booth
Permit-Other Fixed Fire Systems-Special Chemical Agent
Permit-Other Fixed Fire Systems -Standpipe
FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 331 s 337
$ 265 s 270
s 121 s 124
s 293 s 298
s 133 s 135
s 119 $ 121
s 174 s 177
$ 188 s 191
s 177 s 180
s 121 $ 124
$ 188 s 191
$ 188 s 191
s 133 s 135
s 121 s 124
s 265 s 270
s 346 s 352
s 182 s 186
$ 188 $ 191
s 260 s 264
s 133 s 135
s 121 $ 124
s 121 $ 124
$ 121 s 124
$ 1,293 s 741
$ 646 s 414
s 70 s 71
s 70 s 71
s 65 $ 66
s 108 $ 110
s 70 s 71
s 141 s 143
s 155 s 157
$ 70 $ 71
s 86 s 88
PRIMARY FEE CATEGORY DEPT.
FIRE INSPECTION
FIRE ADMINISTRATIVE
FIRE ADMINISTRATIVE
FIRE ADMINISTRATIVE
FIRE INSPECTION
FIRE INSPECTION
FIRE PROTECTION SYSTEM
FIRE INSTALLATION FEES
FIRE INSPECTION
FIRE INSPECTION
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
FIRE OPERATIONAL PERMIT
CITY OF CARLSBAD
FIRE PROTECTION SYSTEM INSTALLATION FEES
FY 201S-16
FEE DESCRIPTION NOTE
Inspection-Repeated Inspection on New Construction
PERMIT-Firewatch
Alternative Materials and Methods
Fire Safety Standby
Inspection-Underground Fire Protection Service Main Repair-Inspection
Only
Inspection-Underground Storage Tanks-New Inspection Only
Permit-Underground Fire Protection Service Main: Single Hydrant or Single
Riser Connection.
Permit-Underground Fire Protection Service Main Repair
Inspection-Knox System
Permit-Emergency and Standby Power Systems
Permit-Battery Systems
Permit-Wood Products
Permit-Miscellaneous Combustible Storage
Permit-Above Ground Storage Tanks
Permit-Underground Storage Tanks-(Single Site Multi Tanks)
Permit-Vapor Expansion Tank Retrofit-UST/AST
Permit-Assembly Occupancy A-1
Permit Assembly Occupancy A-2
Permit Assembly Occupancy A-3
Permit-child Day Care, E or 1-4
Permit-Fumigation or Thermal Insecticidal Fogging
Permit-Exhibits and Trade Shows-Public Assembly
Pase 19
FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 81 $ 82
$ 245 $ 250
$ 1,668 $ 1,699
$ 245 $ 250
$ 537 $ 547
$ 284 $ 289
$ 624 $ 636
$ 441 $ 450
$ 169 $ 172
$ 434 $ 442
$ 624 $ 636
$ 245 $ 250
$ 529 $ 539
$ 529 $ 539
$ 1,098 $ 1,118
$ 529 $ 539
$ 529 $ 539
$ 340 $ 346
$ 245 $ 250
$ 245 $ 250
$ 245 $ 250
$ 435 $ 443
&D
PRIMARY
DEPT. FEE CATEGORY
CEO GRADING PLANCHECK FEES
CEO GRADING PLANCHECK FEES
CEO GRADING PLANCHECK FEES
CEO GRADING PLANCHECK FEES
CEO GRADING PLANCHECK FEES
CEO GRADING PLANCHECK FEES
CITY OF CARLSBAD
GRADING PLAN CHECK FEES
FY 2015-16
FEE DESCRIPTION
1,001 to 10,000 Cubic Yards-for the first 1,000 CY plus $120 for each
additional 1,000 CY or fraction thereof
10,001 to 100,000 Cubic Yards-for the first 10,000 CY plus $180 for each
additional10,000 CY or fraction thereof
100 Cubic Yards or Less
100,001 to 200,000 Cubic Yards-for the first 100,000 CY plus $285 for each
additional 10,000 CY or fraction thereof
101 to 1,000 Cubic Yards-for the first 100 CY plus $120 for each additional
100 CY or fraction thereof
200,001 Cubic Yards or more-for the first 200,000 CY plus $130 for each
additional100,000 CY or fraction thereof
Pace 20
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 2,534 $ 2,581
$ 3,989 $ 4,063
$ 423 $ 431
$ 6,083 $ 6,196
$ 847 $ 863
$ 9,759 $ 9,941
(p/
PRIMARY FEE CATEGORY DEPT.
CEO GRADING PERMIT FEES
CEO GRADING PERMIT FEES
CEO GRADING PERMIT FEES
CEO GRADING PERMIT FEES
CEO GRADING PERMIT FEES
CEO GRADING PERMIT FEES
CEO GRADING PERMIT FEES
CEO GRADING PERMIT FEES
CITY OF CARLSBAD
GRADING PERMIT FEES
FY 2015-16
FEE DESCRIPTION
100 Cubic Yards or Less
101 to 1,000 Cubic Yards· for the first 100 CY plus $65 for each additional
100 CY or fraction thereof
1,001 to 10,000 Cubic Yards-for the first 1,000 CY plus $65 for each
additional1,000 CY or fraction thereof
10,001 to 100,000 Cubic Yards -for the first 10,000 CY plus $130 for each
additional10,000 CY or fraction thereof
100,001 to 200,000 Cubic Yards -for the first 100,000 CY plus $130 for each
additional10,000 CY or fraction thereof
200,001 TO 400,000 Cubic Yards· for the first 200,000 CY plus $195 for each
additional10,000 CY or fraction thereof
400,000 to 1,000,000 Cubic Yards -for the first 400,000 CY plus $980 for
each additional100,000 CY or fraction thereof
1,000,001 Cubic Yards or More-for the first 1,000,000 CY plus $710 for
each additional100,000 CY or fraction thereof
P•a• 21
NOTE FY 2014-1S FEE FY 2015·16 PROPOSED FEE
$ 423 $ 431
$ 429 $ 437
$ 1,203 $ 1,226
s 1,989 $ 2,026
s 3,486 s 3,551
$ S,147 $ 5,242
$ 10,216 $ 10,406
$ 17,825 $ 18,156
PRIMARY
DEPT. FEE CATEGORY
IMPROVEMENT CONSTRUCTION
CEO INSPECTION FEES
IMPROVEMENT CONSTRUCTION
CEO INSPECTION FEES
IMPROVEMENT CONSTRUCTION
CEO INSPECTION FEES
IMPROVEMENT CONSTRUCTION
CEO INSPECTION FEES
IMPROVEMENT CONSTRUCTION
CEO INSPECTION FEES
IMPROVEMENT CONSTRUCTION
CEO INSPECTION FEES
IMPROVEMENT CONSTRUCTION
CEO INSPECTION FEES
CITY OF CARLSBAD
IMPROVEMENT CONSTRUCTION INSPECTION FEES
FY 201S-16
FEE DESCRIPTION NOTE
Cost of Improvements $0 to $20,000
Cost of Improvements-$20,001 to $50,000 ·for the first $20,000 plus
$250 for each additional $10,000 or fraction thereof.
Cost of Improvements-$50,001 to $100,000 ·for the first $50,000 plus
$125 for each additional $10,000 or fraction thereof
Cost of Improvements -$100,001 to $250,000-for the first $100,000 plus
$100 for each additional $10,000 or fraction thereof
Cost of Improvements-$250,001 to $500,000 ·for the first $250,000 plus
$105 for each additional $10,000 or fraction thereof
Cost of Improvements-$500,001 to $1,000,000-for the first $500,000
plus $105 for each additional $10,000 or fraction thereof
Cost of Improvements-$1,000,001 or more-for the first $1,000,000 plus
$105 for each additional $10,000 or fraction thereof.
Paae 22
FY 2014-15 FEE FY 2015-16 PROPOSED FEE
5.5%-$375 Minimum 5.5%-$375 Minimum
$ 1,682 $ 1,713
$ 3,370 $ 3,433
$ 4,212 $ 4,290
$ 6,238 $ 6,354
$ 10,127 $ 10,315
$ 16,154 $ 16,454
PRIMARY FEE CATEGORY DEPT.
CEO IMPROVEMENT PLAN REVIEW FEES
CEO IMPROVEMENT PLAN REVIEW FEES
CEO IMPROVEMENT PLAN REVIEW FEES
CEO IMPROVEMENT PLAN REVIEW FEES
CEO IMPROVEMENT PLAN REVIEW FEES
CEO IMPROVEMENT PLAN REVIEW FEES
CEO IMPROVEMENT PlAN REVIEW FEES
CITY OF CARLSBAD
IMPROVEMENT PLAN REVIEW FEES
FY 2015-16
FEE DESCRIPTION
Cost of Improvements-$0 to $20,000-plus 5% of value of improvements
Cost of Improvements-$20,001 to $50,000-plus 4% of value of
improvements-$2,470 minimum
Cost of Improvements-$50,001 to $100,000-plus 3% of value of
improvements -$4,090 minimum
Cost of Improvements-$100,001 to $250,000-plus 2.5% of value of
improvements-$5,840 minimum
Cost of Improvements -$250,001 to $500,000 -plus 2% of value of
improvements-$13,910 minimum
Cost of Improvements -$500,001 to $1,000,000 -plus 1.5% of value of
improvements-$23,840 minimum
Cost of Improvements-Over $1,000,0000-plus 0. 75% of value of
im!lrovements-$31,630 minimum
Page 23
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 1,353 $ 1,378
$ 1,727 $ 1,759
$ 2,228 $ 2,270
$ 2,501 $ 2,547
$ 7,564 $ 7,70S
$ 13,368 $ 13,617
$ 13,664 $ 13 918
PRIMARY FEE CATEGORY DEPT.
CEO STREET LIGHT ENERGIZING FEES
CEO STREET LIGHT ENERGIZING FEES
CEO STREET LIGHT ENERGIZING FEES
CEO STREET LIGHT ENERGIZING FEES
CEO STREET LIGHT ENERGIZING FEES
40 Watts -5,500 Lumens
85 Watts-6,000 Lumens
100 Watts -13,700 Lumens
150 Watts-20,600 Lumens
250 Watts-34,200 Lumens
CITY OF CARLSBAD
STREET LIGHT ENERGIZING FEES
FY 2015-16
FEE DESCRIPTION
Page 24
NOTE FY 2014-lS FEE FY 2015-16 PROPOSED FEE
$ 62.58 $ 66.00
$ 95.34 $ 107.04
$ 111.90 $ 120.18
$ 152.22 $ 165.18
$ 233.94 $ 255.90
PRIMARY FEE CATEGORY DEPT.
CEO LANDSCAPE INSPECTION FEES
CEO LANDSCAPE INSPECTION FEES
CEO LANDSCAPE INSPECTION FEES
CEO LANDSCAPE INSPECTION FEES
CEO LANDSCAPE INSPECTION FEES
CEO LANDSCAPE INSPECTION FEES
CITY OF CARLSBAD
LANDSCAPE INSPECTION FEES
FY 2015-16
FEE DESCRIPTION
Cost of Improvements-$0 to $20,000
Cost of Improvements-$20,001 to $50,000-for the first $20,000 of
improvements plus $20 for each additional $10,000 or fraction thereof
Cost of Improvements-$50,001 to $100,000-for the first $50,000 of
improvements plus $20 for each additional $10,000 or fraction thereof
Cost of Improvements-$100,001 to $250,000-for the first $100,000 of
improvements plus $150 for each additional $100,000 or fraction thereof
Cost of Improvements-$250,001 to $750,000-for the first $250,000 of
improvements plus $150 for each additional $100,000 or fraction thereof
Cost of Improvements-$750,001 and Over-for the first $750,000 of
improvements plus $150 for each additional $100,000 or fraction thereof
Page 25
NOTE FY 2014-1S FEE FY 2015-16 PROPOSED FEE
$ 590 $ 601
$ 834 $ 849
$ 1,171 $ 1,193
$ 1,668 $ 1,699
$ 2,004 $ 2,041
$ 3,170 $ 3,229
PRIMARY
DEPT. FEE CATEGORY
CEO LANDSCAPE PLAN CHECK FEES
CEO LANDSCAPE PLAN CHECK FEES
CEO LANDSCAPE PLAN CHECK FEES
CEO LANDSCAPE PLAN CHECK FEES
CEO LANDSCAPE PLAN CHECK FEES
CEO LANDSCAPE PLAN CHECK FEES
CEO LANDSCAPE PLAN CHECK FEES
CITY OF CARLSBAD
LANDSCAPE PLAN CHECK FEES
FY 2015-16
FEE DESCRIPTION
Cost of Improvements· $0 to $20,000
Cost of Improvements-$20,001 to $50,000-Plus 3.0% over $20,000
Cost of Improvements· $50,001 to $100,000-Plus 1.5% over $50,000
Cost of Improvements· $100,001 to $250,000-Plus 2% over $100,000
Cost of Improvements-$250,001 to $500,000 • Plus 0.15% over $250,000
Cost of Improvements· $500,001 to $1,000,000 • Plus 0.1 over $500,000
Cost of Improvements· Over $1,000,000 ·plus 0.07% over $1,000,000
Page 26
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 590 $ 601
$ 839 $ 855
$ 2,424 $ 2,469
$ 3,513 $ 3,535
$ 4,412 $ 4,435
$ 5,516 $ 5,619
$ 8,360 $ 8,515
PRIMARY
DEPT. FEE CATEGORY
CEO BUILDING PERMIT FEES
CEO BUILDING PERMIT FEES
CEO BUILDING PERMIT FEES
CEO BUILDING PERMIT FEES
CEO BUILDING PERMIT FEES
CEO BUILDING PERMIT FEES
CEO BUILDING PERMIT FEES
CEO BUILDING PERMIT FEES
CEO BUILDING PERMIT FEES
CEO BUILDING PERMIT FEES
CEO BUILDING PERMIT FEES
CEO BUILDING PERMIT FEES
CITY OF CARLSBAD
BUILDING PERMIT FEES
FY 2015-16
FEE DESCRIPTION
Additional plan review required by changes, additions or revisions to
approved plans-per hour-(minimum charge-one half hour)
Inspections for which no fee is specifically indicated 0 per hour 0 (minimum
charge • one half hour)
inspections outside of normal business hours 0 per hour· (minimum charge 0
2 hours)
Reinspection fees 0 per hour
Total Valuation· $1 to $500
Total Valuation· $501 to $2,000 ·for the first $500 plus $1.93 for each
additional $100 or fraction thereof, to and including $2,000
Total Valuation ° $2,001 to $25,000 ° for the first $2,000 plus $8.87 for each
additional $1,000, or fraction thereof, to and including $25,000
Total Valuation ° $25,001 to $50,000 ° for the first $25,000 plus $6.40 for
each additional $1,000, or fraction thereof, to and including $50,000
Total Valuation ° $50,001 to $100,000 ·for the first $50,000 plus $4.43 for
each additional $1,000, or fraction thereof, to and including $100,000
Total Valuation ° $100,001 to $500,000 ° for the first $100,000 plus $3.55
for each additional $1,000, or fraction thereof, to and including $500,000.
Total Valuation-$500,001 to $1,000,000 ° for the first $500,000 plus $3.00
for each additional $1,000, or fraction thereof, to and including $1,000,000
Total Valuation °$1,000,001 and up 0 for the first $1,000,000 plus $1.99 for
each additional $1,000 or fraction thereof
(14) Notwithstanding the provisions of this section, the building permit
fee for factory built housing shall be twenty·fiVe percent of the fee shown
in Schedule 119, and the plan check fee shall be seventy percent of the
building permit fee.
Pase27
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
(14) $ 65 $ 65
(14) $ 65 $ 65
(14) $ 65 $ 65
(14) $ 65 $ 65
(14) $ 14.81 $ 14.81
(14) $ 14.81 $ 14.81
(14) $ 43.63 $ 43.63
(14) $ 246.49 $ 246.49
(14) $ 405.53 $ 405.53
(14) $ 626.06 $ 626.06
(14) $ 2,037.26 $ 2,037.26
(14) $ 3,533.51 $ 3,533.51
PRIMARY
DEPT. FEE CATEGORY
PLUMBING PERMIT OTHER
CEO INSPECTIONS FEES
PLUMBING PERMIT UNIT FEE
CEO SCHEDULE
PLUMBING PERMIT UNIT FEE
CEO SCHEDULE
PLUMBING PERMIT UNIT FEE
CEO SCHEDULE
PLUMBING PERMIT UNIT FEE
CEO SCHEDULE
PLUMBING PERMIT UNIT FEE
CEO SCHEDULE
PLUMBING PERMIT UNIT FEE
CEO SCHEDULE
PLUMBING PERMIT UNIT FEE
CEO SCHEDULE
PLUMBING PERMIT UNIT FEE
CEO SCHEDULE
PLUMBING PERMIT UNIT FEE
CEO SCHEDULE
PLUMBING PERMIT UNIT FEE
CEO SCHEDULE
PLUMBING PERMIT UNIT FEE
CEO SCHEDULE
PLUMBING PERMIT UNIT FEE
CEO SCHEDULE
PLUMBING PERMIT UNIT FEE
CEO SCHEDULE
PLUMBING PERMIT UNIT FEE
CEO SCHEDULE
PLUMBING PERMIT UNIT FEE
CEO SCHEDULE
PLUMBING PERMIT OTHER
CEO INSPECTIONS FEES
PLUMBING PERMIT OTHER
CEO INSPECTIONS FEES
PLUMBING PERMIT UNIT FEE
CEO SCHEDULE
PLUMBING PERMIT OTHER
CEO INSPECTIONS FEES
CEO PLUMBING PERMIT FEES
CITY OF CARLSBAD
PLUMBING PERMIT UNIT FEES
FY 2015-16
FEE DESCRIPTION
Additional plan review required by changes, additions or revisions to
approved plans, (minimum charge-one half hour)
For atmospheric-type vacuum breakers not included in above item: 1 to 5
For atmospheric-type vacuum breakers not included in above item: Over 5,
each
For each additional gas-piping system outlet, per outlet
For each backflow protective device other than atmospheric type vacuum
breakers: 2 inch diameter and smaller
For each backflow protective device other than atmospheric type vacuum
breakers: Over 2 inch diameter
For ·each building sewer and each trailer park sewer
For each cesspool (where permitted)
For each gas-piping system one to five outlets
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 lawn sprinkler system on any one meter including backflow
I protection devices therefore
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 private sewage disposal system
For each repair or alteration of drainage or vent piping, each fixture
For each water heater and/or vent
Inspections for which no fee is specifically indicated
Inspections outside of normal business hours
Rainwater systems-per drain (inside building)
Reinspection Fee
Individual Plumbing Permit
Page28
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 32 $ 33
$ 5 $ 5
$ 1 $ 1
$ 1 $ 1
$ 7 $ 8
$ 16 $ 16
$ 16 $ 16
$ 27 $ 27
$ 5 $ 5
$ 7 $ 8
$ 7 $ 8
$ 7 $ 8
$ 7 $ 8
$ 43 $ 43
$ 7 $ 8
$ 7 $ 8
$ 32 $ 33
$ 32 $ 33
$ 7 $ 8
$ 32 $ 33
$ 160 $ 163
PRIMARY
DEPT. FEE CATEGORY
CEO ELECTRICAL PERMIT FEES
CEO ELECTRICAL PERMIT FEES
CEO ELECTRICAL PERMIT FEES
CEO ELECTRICAL PERMIT FEES
CEO ELECTRICAL PERMIT FEES
CEO ELECTRICAL PERMIT FEES
CEO ELECTRICAL PERMIT FEES
CEO ELECTRICAL PERMIT FEES
CEO ELECTRICAL PERMIT FEES
CEO ELECTRICAL PERMIT FEES
CEO ELECTRICAL PERMIT FEES
CEO ELECTRICAL PERMIT FEES
CITY OF CARLSBAD
ELECTRICAl PERMIT FEES
FY 201S-16
FEE DESCRIPTION
Individual Electrical Permit
New construction for each ampere of main service, switch, fuse or breaker-
Per ampere, 480 three-phase
New construction for each ampere of main service, switch, fuse or breaker-
Per ampere, single phase
New construction for each ampere of main service, switch, fuse or breaker-
Per ampere, three phase
Remodel, alteration, no change in service -Or minimum
Remodel, alteration, no change in service-Per ampere
Service upgrade on existing building-For each ampere or increase in main
service, switch, fuse or breaker-Per ampere, 480 three-phase
Service upgrade on existing building-For each ampere or increase in main
service, switch, fuse or breaker-Per ampere, single phase
Service upgrade on existing building-For each ampere or increase in main
service, switch, fuse or breaker -Per ampere, three-phase
Temporary service over 200 amperes-plus $10.00 per each 100 amperes
over 200
Temporary service up to and including 200 amperes
Test Meter
Page 29
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 160 $ 163
$ 1 $ 1
$ 0.27 $ 0.27
$ 0.53 $ 0.54
$ 5 $ 5
$ 0.27 $ 0.27
$ 1 $ 1
$ 0.27 $ 0.27
$ 0.53 $ 0.54
$ 11 $ 11
$ 11 $ 11
$ 27 $ 27
PRIMARY FEE CATEGORY DEPT.
CEO MECHANICAL PERMIT FEES
CEO MECHANICAL PERMIT FEES
CEO MECHANICAL PERMIT FEES
CEO MECHANICAL PERMIT FEES
CEO MECHANICAL PERMIT FEES
CEO MECHANICAL PERMIT FEES
CEO MECHANICAL PERMIT FEES
CITY OF CARLSBAD
MECHANICAL PERMIT FEES
FY 2015-16
FEE DESCRIPTION
Boiler/Compressor to 15 HP (each)
Exhaust Fan (each)
Fireplace (each)
Furnace, Ducts, Heat Pumps (each)
Hood (each)
Individual Mechanical Permit
Install/relocate vent (each)
Page30
NOTE FY 2014-1S FEE FY 2015-16 PROPOSED FEE
$ 17.58 $ 17.91
$ 6.93 $ 7.06
$ 6.93 $ 7.06
$ 9.59 $ 9.77
$ 6.93 $ 7.06
$ 160 $ 163
$ 4.80 $ 4.88
VJ/
Use
R-2 Apartment
Houses
Apartment
Houses
Apartment
Houses
Apartment
Houses
B Banks
Banks
Banks
Banks
Banks
Banks
Banks
B Car Washes
Car Washes
Car Washes
Car Washes
A-3 Churches
Churches
Churches
Churches
Churches
Churches
Churches
1-2 Convalescent
Hospitals
Convalescent
Hospitals
Convalescent
Hospitals
Convalescent
Hospitals
R-3 Dwellings ***
Dwellings ***
Dwellings ***
Dwellings ***
Dwellings ***
Dwellings ***
Dwellings ***
SAN DIEGO AREA CHAPTER
INTERNATIONAL CODE COUNCIL
BUILDING VALUATION MULTIPLIERS FOR 2015
Type of
Construction
*Type I or I B.
Type Vor Ill
£Masonry)
Type VWood
Frame
Type I Basement
Garage
Type I or I B
Type II A
Type II B
Type Ill A
Type Ill B
Type VA
Type VB
Type Ill A
Type Ill B
Type VA
Type VB
Type I or I B
Type II A
Type II B
Type Ill A
Type Ill B
Type VA
Type VB
Type I or I B
Type II A
Type Ill A
Type VA
Type V Adobe
Type V Masonry
Type VWood
Frame
Basements (semi-
finished)
Additions -Wood
Frame
Solariums
Cabana -Pool
House {TyQe V)
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
Occ. Use Type of
Construction
165.30 B/RIS Fire Stations Type I or I B
134.97 Fire Stations Type II A
124.35 Fire Stations Type II B
57.63 Fire Stations Type Ill A
224.44 Fire Stations Type Ill B
165.30 Fire Stations Type VA
160.75 Fire Stations TypeV B
181.98 A-3 Fitness Centers Same values as
Office Buildings
175.91 1-2 Hospitals Type I A or I B
165.30 Hospitals Type Ill A
159.23 Hospitals Type VA
106.15 R-1 Hotels & Motels Type I A or I B
101.61 Hotels & Motels Type Ill A
90.99 Hotels & Motels Type Ill B
84.92 Hotels & Motels Type VA
150.13 Hotels & Motels Type VB
113.74 F Industrial Plants Type I A or I B
107.67 Industrial Plants Type II A
122.84 Industrial Plants Type II B (Stock)
116.77 Industrial Plants Type Ill A
115.25 Industrial Plants Type Ill B
107.67 Industrial Plants Tilt-up
210.79 Industrial Plants Type VA
147.10 Industrial Plants Type VB
150.13 B Medical Offices Type I A or I B
141 .03 Medical Offices Type II A
185.01 Medical Offices Type II B
147.10 Medical Offices Type Ill A
139.52 Medical Offices Type Ill B
34.88 Medical Offices Type VA
166.81 Medical Offices Type VB
141.03 B Offices *Type I or I B
130.42 Offices Type II A
Page 31
Valuation
($/sq. ft.)
$ 172.88
$ 113.74
$ 107.67
$ 124.35
$ 119.80
$ 116.77
$ 110.70
$ -
$ 247.19
$ 204.73
$ 195.63
$ 153.17
$ 133.45
$ 125.87
$ 115.25
$ 113.74
$ 86.44
$ 60.66
$ 56.11
$ 66.73
$ 62.18
$ 45.49
$ 62.18
$ 57.63
$ 181 .98
$ 139.52
$ 133.45
$ 151 .65
$ 141 .03
$ 136.48
$ 131.94
$ 162.26
$ 109.19
Occ. Use
B Offices
Offices
Offices
Offices
Offices
u Private Garages
Private Garages
Private Garages
Private Garages
B Public Buildings
Public Buildings
Public Buildings
Public Buildings
Public Buildings
Public Buildings
Public Buildings
S-2 Public Garages
Public Garages
Public Garages
Public Garages
Public Garages
Public Garages
A-2 Restaurants
Restaurants
Restaurants
Restaurants
E Schools
Schools
Schools
Schools
Schools
Schools
M Service Stations
Service Stations
Service Stations
SAN DIEGO AREA CHAPTER
INTERNATIONAL CODE COUNCIL
BUILDING VALUATION MULTIPLIERS FOR 2015
Type of Valuation Occ. Use Type of Valuation
Construction ($/sq. ft.) Construction ($/sq. ft.)
Type II B $ 103.12 M Service Stations Pump Island $ 42.46
Canopies
Type Ill A $ 116.77 M Stores *Type I or I B $ 124.35
Type Ill B $ 112.22 Stores Type II A $ 75.82
Type VA $ 109.19 Stores Type II B $ 74.31
Type V B $ 103.12 Stores Type Ill A $ 92.51
Wood Frame-$ 36.40 Stores Type Ill B $ 87.96
Finished
Wood Frame -$ 36.40 Stores Type VA $ 78.86
Unfinished
Masonry $ 42.46 Stores Type VB $ 72.79
Open Carports $ 25.78 Stores Retail Garden $ 60.33
Center_("[yf:>_e V E3}
*Type I or I B $ 186.53 A-1 Theatres Type I or I B $ 166.81
Type II A $ 151 .65 Theatres Type Ill A $ 121 .32
Type II B $ 145.58 Theatres Type Ill B $ 115.25
Type Ill A $ 157.72 Theatres Type VA $ 113.74
Type Ill B $ 151.65 Theatres TypeV B $ 107.67
Type VA $ 144.07 s Warehouses •• Type I or I B $ 74.31
Type VB $ 139.52 Warehouses •• Type II A $ 43.98
*Type I or I B $ 74.31 Warehouses ** Type II B $ 42.46
*Type I or II Open $ 56.11 Warehouses •• Type Ill A $ 50.04
Parking
Type II B $ 42.46 Warehouses •• Type Ill B $ 48.53
Type Ill A $ 56.11 Warehouses •• Type VA $ 43.98
Type Ill B $ 50.04 Warehouses •• Type V B $ 42.46
Type VA $ 51 .56
Type Ill A $ 148.62
Type Ill B $ 142.55
Type VA $ 134.97
Type VB $ 130.42
Type I or I B $ 168.33
Type II A $ 115.25 NOTE:
Type Ill A $ 122.84 * Add 0.5 percent to the total cost for each story Type Ill B $ 11 8.29 over three.
** Deduct 11 percent for mini-warehouse. '
Type VA $ 115.25 *** For subdivisions with 10 or more single family
dwellings which have plan check and building
Type VB $ 110.70 permit issuances in groups of 10 or more, the
valuation or the plan check and building permit
Type II B $ 101 .61 fees may be increased by 10 percent.
Type Ill A $ 106.15
Type VA $ 90.99
Page 32
13
Occ.
SAN DIEGO AREA CHAPTER
INTERNATIONAL CODE COUNCIL
BUILDING VALUATION MULTIPLIERS FOR 2015
Use Type of Valuation Occ. Use Type of
Construction ($/sq. ft.) Construction
MISC. Mobile Home
Agricultural $25.78 Patio Wood Frame with
Building Cover
Aluminum Siding $7.58 Patio Metal Frame with
Cover
Antennas Radio over 30 ft. $4,883.11 Patio Wood Frame Cover
hiQh &Walls
Antennas Dish, 10ft. $5,937.08 Patio Metal Frame Cover
dia.w/decoder &Walls
Awning or Aluminum $28.81 Patio Screen or Plastic
Canopy Walls
(supported by Plastering Inside
building)
Awning or Canvas $12.13 Plastering Outside
Canopy Retaining Wall Concrete or
(supported by Masonry
building)
Balcony $19.71 Reroofing (1 square Built-up
= 100 sauare feet)
Decks (wood) $19.71 Reroofing (1 square Composition = 100 sq. ft.) Shinoles
Demolition of $6.07 Reroofing (1 square Fiberglass Shingles
Building = 100 sq. ft.)
Fence or Wood or Chain Link $3.03 Reroofing (1 square Asbestos Cement
Freestanding Wall = 100 sq. ft.) Shingles
Fence or Wood Frame with $7.58 Reroofing (1 square Wood Shingles
Freestanding Wall Stucco = 100 sq. ft.) (Class C min)
Fence or Wire $3.03 Reroofing (1 square Wood Shakes
Freestanding Wall = 100 sq. ft.) (Class C min)
Fence or Masonry $12.13 Reroofing (1 square Aluminum Shingles
Freestanding Wall = 100 sq. ft.)
Fence or Wrought Iron $7.58 Reroofing (1 square Clay Tile
Freestanding Wall = 100 sq. ft.)
Foundation Only Reroofing (1 square Concrete Tile
(25% of value of = 100 sq. ft.)
whole building).
Remainder of
building will be
valued at 75% of
the building
Greenhouse $7.58 Roof Structure
Replacement
Manufactured $33.36 Saunas (Steam)
Housing (25% of
value of "site built"
house) Spa or Hot Tub
("Jacuzzi®")
Page33
Valuation
($/sq. ft.)
$33.36
$12.13
$15.16
$16.68
$19.71
$4.55
$4.55
$4.55
$24.26
$185.01
$172.88
$172.88
$410.97
$410.97
$410.97
$620.25
$520.16
$439.78
$19.71
$12,188.07
$9,999.77
Occ.
r---
B
SAN DIEGO AREA CHAPTER
INTERNATIONAL CODE COUNCIL
BUILDING VALUATION MULTIPLIERS FOR 2015
Use Type of Valuation Occ. Use Type of
Construction ($/sq. ft.) Construction
Stairs $19.71 B Banks Type Ill A
Stone and Brick $12.13 Banks Type Ill B
Veneer
Storage Racks per cubic feet $1.52 Banks Type VA
Swimming Pool Vinyl-lined $47.01 Banks Type VB
(per sf surface
areal
Swimming Pool Gunite $51.56 B Medical Offices *Type I or I B
(per sf surface
area)
Swimming Pool Fiberglass $56.11 Medical Offices Type II A
(per sf surface
area)
Tenant Medical offices, $63.70 Medical Offices Type II B
Improvements restaurants,
hazardous 'h'
Medical Offices Type Ill A
Tenant Other such as stores $45.78 Medical Offices Type Ill B
Improvements & offices
Medical Offices Type VA
General Additions and Modifiers Medical Offices Type VB
Fire Sprinkler 3.94 B Offices *Type I or I B
Svstem
Air Conditioning-6.37 Offices Type II A
Commercial
Air Conditioning-5.31 Offices Type II B
Residential
Fireplace-4,883.11 Offices Type Ill A
Concrete or
masonry
Fireplace-3,319.61 Offices Type Ill B
prefabricated
metal
Pile Foundations Cast-in-place 31.85 Offices Type VA
concrete piles
Pile Foundations Steel piles 78.86 Offices Type VB
A-2 Restaurants Type Ill A
Alterations to Existing Structures Restaurants Type Ill B
(with no additional Floor Area or Roof Cover) Restaurants Type VA
Interior Partition (linear ft) $72.79 Restaurants Type VB
Install Windows or $22.75 M Stores *Type I or I B
Sliding Glass
Doors
Close Exterior $21 .23 Stores Type II A
Wall Opening
Stores Type II B
Shell Buildings M Stores Type Ill A
Banks *Type I or I B $179.55 Stores Type Ill B
Banks Type II A $132.24 Stores Type VA
Banks Type II B $128.60 Stores Type VB
Page34
Valuation
($/sq. ft.)
$145.58
$140.73
$132.24
$127.39
$145.58
$111.61
$106.76
$121.32
$112.83
$109.19
$105.55
$129.81
$87.35
$82.50
$93.42
$89.78
$87.35
$82.50
$118.89
$114.04
$107.97
$104.33
$99.48
$60.66
$59.45
$74.00
$70.37
$63.09
$58.23
CITY OF CARLSBAD
MASTER FEE SCHEDULES
SECTION 3
DEVELOPMENT-IMPACT FEES
June 2015
PRIMARY FEE CATEGORY DEPT.
OF THE CALIFORNIA
CEO GOVERNMENT CODE
OF THE CALIFORNIA
CEO GOVERNMENT CODE
OF THE CALIFORNIA
CEO GOVERNMENT CODE
OF THE CALIFORNIA
CEO GOVERNMENT CODE
OF THE CALIFORNIA
CEO GOVERNMENT CODE
OF THE CALIFORNIA
CEO GOVERNMENT CODE
OF THE CALIFORNIA
CEO GOVERNMENT CODE
OF THE CALIFORNIA
CEO GOVERNMENT CODE
OF THE CALIFORNIA
CEO GOVERNMENT CODE
OF THE CALIFORNIA
CEO GOVERNMENT CODE
OF THE CALIFORNIA
CEO GOVERNMENT CODE
TRANSPORT All OF THE CALIFORNIA
ON GOVERNMENT CODE
TRANSPORT All OF THE CALIFORNIA
ON GOVERNMENT CODE
TRANSPORT All OF THE CALIFORNIA
ON GOVERNMENT CODE
TRANSPORT AT! OF THE CALIFORNIA
ON GOVERNMENT CODE
TRANSPORTATI OF THE CALIFORNIA
ON GOVERNMENT CODE
TRANSPORT All OF THE CALIFORNIA
ON GOVERNMENT CODE
TRANSPORT All OF THE CALIFORNIA
ON GOVERNMENT CODE
TRANSPORTATI OF THE CALIFORNIA
ON GOVERNMENT CODE
OF THE CALIFORNIA
UTILITIES GOVERNMENT CODE
UTILITIES WATER DISTRICT FEES
UTILITIES WATER DISTRICT FEES
UTILITIES WATER DISTRICT FEES
UTILITIES WATER DISTRICT FEES
UTILITIES WATER DISTRICT FEES
UTILITIES WATER DISTRICT FEES
UTILITIES WATER DISTRICT FEES
UTILITIES WATER DISTRICT FEES
UTILITIES WATER DISTRICT FEES
UTILITIES WATER DISTRICT FEES
UTILITIES WATER DISTRICT FEES
UTILITIES WATER DISTRICT FEES
UTILITIES WATER DISTRICT FEES
UTILITIES WATER DISTRICT FEES
CITY OF CARLSBAD
DEVELOPMENT IMPACT FEES
FY 2015-16
FEE DESCRIPTION
Bridge & Thoroughfare-all other· per Avg. Daily Trip (Outside CFD)
Bridge & Thoroughfare-per Apartment Unit (Outside CFD)
Bridge & Thoroughfare· per Condominium Unit (Outside CFD)
Bridge & Thoroughfare· per Single Family Unit (Outside CFD)
Bridge & Thoroughfare District #2-Zone 20
Bridge & Thoroughfare District #2 -Zone 21
Bridge & Thoroughfare District #2 -Zone 5
Bridge & Thoroughfare District #3 -Fee per ADT
Local Facilities Mngt Plan/Amendment-fee+ deposit in min. increments
of$5,000
Public Fadlities Fees -1.82% of Bldg Permit Value (Inside CFD)
Public Facilities Fees -3.5% of Bldg Permit Value (Outside CFD)
Traffic Impact Fee· Apartment (Inside of CFD 1) per AOT
Traffic Impact Fee -Apartment (Outside of CFD 1) per ADT
Traffic Impact Fee -Commrc'l/lndust Cost Per Trip (Inside CFD)
Traffic Impact Fee -Commrc'l/lndust Cost Per Trip (Out of CFD)
Traffic Impact Fee-Condominium (Inside of CFD 1) per ADT
Traffic Impact Fee-Condominium (Outside of CFO 1) per ADT
Traffic Impact Fee-Single Family (Inside of CFD 1) per ADT
Traffic Impact Fee-Single Family (Outside of CFD 1) per ADT
Sewer Connection (General Capacity all areas plus Sewer Benefit Area
Fees)
Major Facility Fee -Potable and Reclaimed Water Connection Fees: Meter
Size 5/8" • Displacement
Major Facility Fee-Potable and Reclaimed Water Connection Fees: Meter
Size 1" -Displacement
Major Facility Fee-Potable and Reclaimed Water Connection Fees: Meter
Size 1-1/2" -Displacement
Major Facility Fee-Potable and Reclaimed Water Connection Fees: Meter
Size 1·1/2" ·Turbo
Major Facility Fee· Potable and Reclaimed Water Connection Fees: Meter
Size 2" -Displacement
Major Facility Fee • Potable and Reclaimed Water Connection Fees: Meter
Size 2" -Turbo
Major Facility Fee -Potable and Reclaimed Water Connection Fees: Meter
Size 3" -Displacement
Major Facility Fee -Potable and Reclaimed Water Connection Fees: Meter
Size 3" -Turbo
Major Facility Fee -Potable and Reclaimed Water Connection Fees: Meter
Size 3/4" ·Displacement
Major Facility Fee -Potable and Reclaimed Water Connection Fees: Meter
Size 4" -Displacement
Major Facility Fee -Potable and Reclaimed Water Connection Fees: Meter
Size 4" ·Turbo
Major Facility Fee -Potable and Reclaimed Water Connection Fees: Meter
Size 6" • Displacement
Major Facility Fee ·Potable and Reclaimed Water Connection Fees: Meter
Size 6" • Turbo
Major Facility Fee. Potable and Reclaimed Water Connection Fees: Meter
Size 8" -Displacement
Pace35
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 26 $ 22
$ 371 $ 318
$ 494 $ 424
$ 618 $ 530
$ 1,765 $ 1,807
$ 1,425 $ 1,459
$ 340 $ 348
$ 200 $ 200
$ 10000.00 s 10000.00
1.82% of Bldg Permit Value 1.82% of Bldg Permit Value
3.5% of Bldg Permit Value 3.5% of Bldg Permit Value
$ 263 $ 269
$ 310 $ 316
$ 104 $ 107
$ 124 $ 126
$ 263 $ 269
$ 310 $ 316
s 263 $ 269
$ 310 $ 316
$ 881 $ 881
s 3,931 $ 3,934
$ 8,845 $ 8,852
$ 16,707 $ 16,721
$ 19,614 s 19,630
$ 25,161 s 2S,182
$ 31,449 $ 31,47S
$ 44,227 $ 44,264
$ 68,797 s 68,855
s 5604 $ S,609
$ 68,797 $ 68,855
$ 196,S64 $ 196,729
$ 127,766 $ 127,873
$ 393,122 $ 393,451
$ 1S1,010 $ 1S1,137
11
PRIMARY
DEPT. FEE CATEGORY
UTILITIES WATER DISTRICT FEES
UTILITIES WATER DISTRICT FEES
CITY OF CARLSBAD
DEVELOPMENT IMPACT FEES
FY 2015-16
FEE DESCRIPTION
Major Facility Fee -Potable and Reclaimed Water Connection Fees: Meter
Size 8" -Turbo
Major Facility Fee-Potable Water per EDU
P01t36
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 550,559 $ 551,020
PRIMARY
DEPT. FEE CATEGORY
CEO PARK IN-LIEU FEES
CEO PARK IN-LIEU FEES
CEO PARK IN-LIEU FEES
CEO PARK IN-LIEU FEES
CEO PARK IN-LIEU FEES
CEO PARK IN-LIEU FEES
CEO PARK IN-LIEU FEES
CEO PARK IN-LIEU FEES
CED PARK IN-LIEU FEES
CEO PARK IN-LIEU FEES
CEO PARK IN-LIEU FEES
CEO PARK IN-LIEU FEES
CEO PARK IN-LIEU FEES
CEO PARK IN-LIEU FEES
CEO PARK IN-LIEU FEES
CEO PARK IN-LIEU FEES
CITY OF CARLSBAD
PARK IN LIEU FEES
FY 2015-16
FEE DESCRIPTION
District 1 NW ·Value per Acre 977,000 ·Attached (5 units or more)
District 1 NW ·Value per Acre 977,000 • Mobile Home
District 1 NW ·Value per Acre 977,000 ·Attached (4 units or less)
District 1 NW ·Value per Acre 977,000 -Single Family Detached & Duplex
District 2 NE ·Value per Acre 732,000 ·Attached (4 units or less)
District 2 NE ·Value per Acre 732,000-Attached (5 units or more)
District 2 NE ·Value per Acre 732,000 ·Mobile Home
District 2 NE ·Value per Acre 732,000 ·Single Family Detached & Duplex
District 3 SW ·Value per Acre 732,000 ·Attached (5 units or more)
District 3 SW ·Value per Acre 732,000-Mobile Home
District 3 SW ·Value per Acre 732,000 -Attached (4 units or less)
District 3 SW ·Value per Acre 732,000 -Single Family Detached & Duplex
District 4 SE-Value per Acre 732,000 ·Attached (5 units or more)
District 4 SE ·Value per Acre 732,000 -Mobile Home
District 4 SE ·Value per Acre 732,000 -Attached (4 units or less)
District 4 SE ·Value per Acre 732,000 -Single Family Detached & Duplex
Page 37
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 6,190 $ 6,190
$ 4,934 $ 4,934
$ 6,414 $ 6,414
$ 7,649 $ 7,649
$ 4,804 s 4,804
$ 4,636 s 4,636
s 3,696 s 3,696
s 5,728 s 5,728
$ 4,636 $ 4,636
$ 3,696 $ 3,696
$ 4,804 $ 4,804
$ 5,728 $ 5,728
$ 4,636 $ 4,636
$ 3,696 $ 3,696
s 4,804 $ 4,804
$ S,728 $ 5,728
79
PRIMARY
DEPT. FEE CATEGORY
CEO PLANNED LOCAL DRAINAGE AREA FEES
CEO PLANNED LOCAL DRAINAGE AREA FEES
CEO PLANNED LOCAL DRAINAGE AREA FEES
CEO PLANNED LOCAL DRAINAGE AREA FEES
CEO PLANNED LOCAL DRAINAGE AREA FEES
CEO PLANNED LOCAL DRAINAGE AREA FEES
CEO PLANNED LOCAL DRAINAGE AREA FEES
CEO PLANNED LOCAL DRAINAGE AREA FEES
CEO PLANNED LOCAL DRAINAGE AREA FEES
CEO PLANNED LOCAL DRAINAGE AREA FEES
CEO PLANNED LOCAL DRAINAGE AREA FEES
CEO PLANNED LOCAL DRAINAGE AREA FEES
CITY OF CARLSBAD
PLANNED LOCAL DRAINAGE AREA FEES
FY 2015-16
FEE DESCRIPTION NOTE
Area A · Buena Vista Lagoon -High Runoff
Area A -Buena Vista Lagoon - Low Runoff
Area A-Buena Vista Lagoon -Medium Runoff
Area B-Aqua Hedionda Lagoon-High Runoff
Area B-Aqua Hedionda Lagoon -Low Runoff
Area B-Aqua Hedionda Lagoon -Medium Runoff
Area C-Encinas Creek -High Runoff
Area C-Encinas Creek-Low Runoff
Area C-Encinas Creek-Medium Runoff
Area D-Batiquitos Lagoon- High Runoff
Area D-Batiquitos Lagoon- Low Runoff
Area D-Batiquitos Lagoon-Medium Runoff
Page 38
FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 26,262 $ 26,906
$ 6,060 $ 6,209
$ 12,052 $ 12,347
$ 9,815 $ 10,056
$ 2,265 $ 2,321
$ 4,367 $ 4,473
$ 9,530 $ 9,763
$ 2,199 $ 2,253
$ 3,111 $ 3,187
s 9,035 $ 9,257
s 2,085 s 2,136
s 3,411 $ 3,494
~D
PRIMARY FEE CATEGORY DEPT.
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CITY OF CARlSBAD
SEWER BENEFIT AREA FEES
FY 2015-16
FEE DESCRIPTION
Sewer Benefit Area Fee -Area A
Sewer Benefit Area Fee -Area B
Sewer Benefit Area Fee-Area C
Sewer Benefit Area Fee -Area D
Sewer Benefit Area Fee -Area E
Sewer Benefit Area Fee -Area F
Sewer Benefit Area Fee -Area G
Sewer Benefit Area Fee -Area H
Sewer Benefit Area Fee -Area J
Sewer Benefit Area Fee-Area K
Sewer Benefit Area Fee-Area L
Sewer Benefit Area Fee-Area M
Page 39
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 1,049 $ 1,074
$ 1,194 $ 1,222
$ 2,200 $ 2,2S2
$ 2,205 $ 2,257
$ 3,252 $ 3,329
$ 3,269 $ 3,347
$ 659 $ 675
$ 959 $ 982
$ 1,809 $ 1,B52
$ 1,430 $ 1,464
$ 1,430 $ 1,464
$ 70 $ 72
31
PRIMARY FEE CATEGORY DEPT.
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CED SEWER BENEFIT AREA FEES
CITY OF CARLSBAD
SEWER BENEFIT AREA FEES
FY 2015-16
FEE DESCRIPTION
Sewer Benefit Area Fee -Area A
Sewer Benefit Area Fee -Area B
Sewer Benefit Area Fee-Area C
Sewer Benefit Area Fee-Area D
Sewer Benefit Area Fee -Area E
Sewer Benefit Area Fee -Area F
Sewer Benefit Area Fee -Area G
Sewer Benefit Area Fee-Area H
Sewer Benefit Area Fee -Area J
Sewer Benefit Area Fee -Area K
Sewer Benefit Area Fee -Area L
Sewer Benefit Area Fee-Area M
Page40
NOTE FY 2014-15 FEE FY 2015-16 PROPOSED FEE
$ 1,049 $ 1,074
$ 1,194 $ 1,222
$ 2,200 $ 2,252
$ 2,205 $ 2,257
$ 3,2S2 $ 3,329
$ 3,269 $ 3,347
$ 659 $ 675
$ 959 $ 982
$ 1,809 $ 1,852
$ 1,430 $ 1,464
$ 1,430 $ 1,464
$ 70 $ 72
FY 2015-16
Preliminary Operating Budget
June 9, 2015
1
FY 2015-16 Budget Calendar
Council Meetings:
–May 19 –CIP workshop
–Set public hearing for June 17
–June 9 –Operating Budget Workshop
–June 23 –Public hearing and adoption of
Fiscal Year 2015-16 Operating and Capital Budgets
Other Public Meetings:
–June 11 –Citizens Budget Workshop -Faraday, 6 p.m.
FY 2015-16 Budget Overview
•Focus on moving city forward
–Align resources with Community Vision and
Council Priorities
–Build for the future
•Fiscal Responsibility
–Balanced budget
–Long-term sustainability
–Healthy reserves
City of Carlsbad
FY 2015-16 Combined Budget
$314 million
Operating Budget –77%
Capital –23%
General Fund,
$135 M
Special
Revenue (incl.
RORF), $13 M
Enterprise,
$70 M
Internal Service,
$22 M
Capital Projects,
$74 M
Employment
Housing
Fed Policy
5
National & Global Outlook
U.S. GDP Growth Rate
6
0
-2
-4
Quarter-to-Quarter Growth in Real GOP
II Ill IV
201 1
II Ill IV
2012
II Ill IV
2013
Real GOP growth is measured at seasonally adjusted annual rates.
II Ill IV
2014 2015
Balanced Budget
Housing
Employment
7
State Perspective
March Unemployment Rate
0
2
4
6
8
CA
Carlsbad
MSASD CountyUS
Carlsbad’s Economic Profile
•Home prices
•Taxable sales
•Tourism
General Fund Revenues
10
$Millions
140
135
130
125
120
115
110
105
100
-2.7%
-3.4%
General Fund Revenues
2.8%
4.1%
3.6%
6.7%
1.9% -0.4% -0.9%
FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 FY 2014 FY 2015e FY 2016e
FY 2015-16 General Fund Revenues
$137.7 million
11
Property Tax (*),
$56.6 , 41%
Sales Tax (*),
$34.9 , 25%
Hotel Tax (*),
$19.1 , 14%
Franchise,
$5.0 , 4%
Business License,
$4.5 , 3%
Other, $17.6 , 13%
Median SFR Home Prices
Ill
"'C c
600
~ 400 ~ 0 ~
200
0
Median SFR Home Prices
2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Fiscal Year
Assessed Values and
Property Taxes
13
-
10.0
20.0
30.0
40.0
50.0
60.0
-
5.0
10.0
15.0
20.0
25.0
30.0
FY 2005 FY 2006 FY 2007 FY 2008 FY 2009 FY 2010 FY 2011 FY 2012 FY 2013 FY 2014 FY 2015e FY 2016e
M
i
l
l
i
o
n
s
B
i
l
l
i
o
n
s
AV Residential AV Com/Indust Property Taxes
Sales Tax
14
SALES TAX BY CATEGORY
FOURTH QUARTER2014
0.4%
CONSTRUCTi ON
4.3%
FOOD PRODUCTS
14.8%
15
HISTORICAL SALES TAX BY GEOGRAPHIC AREABenchmark Year
~Carlsbad Village ~Auto Mall _._Plaza Camino Real ~Carl sbad Premium Outlets ~The Forum
Transient Occupancy Taxes
(in millions)
$0
$2
$4
$6
$8
$10
$12
$14
$16
$18
$20
2007 2008 2009 2010 2011 2012 2013 2014 2015e 2016e
FY 2015-16 Operating Revenues
by Fund Type = $245 million
17
General
56%
Special Revenue
5%
Redevelopment
Obligation
Retirement
1%
Enterprise
30%
Internal Service
8%
2015-16
Proposed Operating
Budget
Operating Budget Process
City Council’s goals and priority projects and
services
10 year forecast updated
Budget policies set for new fiscal year
Departments submit requests to Finance
Budget reviewed; City Manager makes
recommendations to City Council
City Council adopts budget
FY 2015-16 Budget Policies
•Continue Excellent City Services
•Modest Growth allowed in M&O
•Budget & Staff Increases considered for city
priorities and goals
•Budgetary prudence exercised
FY 2015-16 Full-Time Position
Changes
•Addition of 4.5 full-time positions (net):
–11.75 full-time positions eliminated
–16.25 full-time positions added
•Hourly FTE’s 1.74 new full-time equivalents
•3.75 Limited-term positions for succession planning
FY 2015-16
4.5 Net Full-Time Position Additions
Additions (16.25):
1.0 Account Clerk II
1.0 Associate Contract Administrator
4.0 Associate Engineer
1.0 Code Compliance Specialist II
2.0 Communications Operator
1.0 Community Relations Manager
1.0 Community Services Officer II
1.0 Equipment Technician I
0.25 Library Assistant II
1.0 Police Lieutenant
1.0 Police Records Specialist II
1.0 Public Works Superintendent
1.0 Utilities Asset Manager
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Eliminations (11.75):
2.0 Client Systems Associate Adm.
1.0 Client Systems Administrator
4.0 Custodian
2.0 Parks Maintenance Worker II
1.0 Property and Environmental
Management Director
1.0 Secretary
.75 Video Production Manager
FY 2015-16
Total Labor Force
•Total citywide full-time position count:
669.75 FY 2014-15 full-time
4.50 FY 2015-16 net additions
674.25 FY 2015-16 total full-time
3.75 Limited-term
159.51 Hourly
837.51 Total workforce
City of Carlsbad
History of Full-Time Positions
(excludes hourly and limited term)
625
645
665
685
705
725
FY07 FY08 FY09 FY10 FY11 FY12 FY13 FY14 FY15 FY16
695.75
717.25 717.75 716.25
699
684.25
674.5
667.75 669.75 674.25
FY 2015-16 Operating Budget
$240.4 million -expenditures
GENERAL FUND
$135M, 56%
SPECIAL REVENUE,
RORF, $13M, 6%
ENTERPRISE,
$70M, 29%
INTERNAL SERVICE,
$22M, 9%
General Fund Budget requests
and Capital Outlay
Budget Enhancements -$1,449,569
Capital Outlay-$1,730,951
26
Library & Cultural Arts
•Restoration of materials budget
•Community Cultural Plan
•New stage for Concert in the Parks
•Signage and wayfinding for Cole and
Dove Libraries
Community vision: History, the arts and cultural resources
27
Police Department
•ICMA organizational analysis –changing staff needs
–Unfunded 2 Police Officer positions
–Added 6 positions to better accommodate needs of the department
•$879,000 for Regional Communication System radios
Community vision: High quality community service
Fire Department
•$591,000 for Regional
Communication System radios
•Increased training
Community vision: High quality community service
Community and Economic
Development
•Staffing changes:
–Addition of Code Compliance Specialist II
–Succession planning –3.75 limited term positions
•Modernization of customer service experience
•Technology improvements for section 8
housing program management
Community vision: High quality community service,
Neighborhood revitalization, community design and livability
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Parks and Recreation
•Grounds maintenance and recreational amenities
–Trails –restrooms at Lake Calavera
–School site maintenance
–Fire Station #3 landscaping
–Private security for park sites
–Kidz camp expansion
–VIP Movie Premier Night
–Alga Norte Park –concessions
–Part-time staff for expanded
recreational programs and concessions
Community vision: Access to recreation and active, healthy
lifestyles
Public Works
•Staffing changes due to department
reorganization
•Additional Engineers (2) for CIP projects
•Hydra-stop valve program
•AMI metering equipment
•Vehicle replacements
Community vision: Sustainability and High quality
community services
Technology
Budget Action(s)
•Staffing enhancements
•Digitalization of historical files
•IT contractual increases
•Software upgrades
•Replacement of equipment
–Laptops, desktops, network equipment, servers
•Schulman Auditorium video production facility
Community vision: Stewardship and governance
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FY 2015-16 General Fund
$135 million
Policy/Leadership,
6M, 4%
Community &
Economic Dev.,
9.3M, 7%
Administrative
Services, 7.7M,
6%
Community
Services,
27.1M, 20%Public Safety,
52.6M, 39%
Public Works,
16.3M, 12%
Non-
departmental,
16M, 12%
34
FY 2015-16
General Fund Budget Recap
Revenues $ 137.7 million
Budget requests $ 135.0 million
Projected remainder $ 2.7 million
35
General Fund Balance
36
Estimated Balance at 7/01/15 $ 86.9 million
Plus: FY 2015-16 Excess 2.7 million
= 6/30/16 Estimated Balance $ 89.6 million
FY 2015-16 Special Revenue Funds
$11.7 million
Maintenance Districts,
$3.1M, 26%
Local Cable
Infrastructure,
$0.5M, 4%
Other,
$1.6M, 14%
Housing
Programs,
$6.5M, 56%
37
FY 2015-16 Internal Service Funds
$22 million
Worker's Compensation, $3.2M,
15%Risk
Management,
$2M, 9%
Self-insured Benefits, $1.1M,
5%
Vehicle Maint.,
$3.3M, 15%
Vehicle Repl.,
$4M, 18%
Information
Technology,
$8.4M, 38%
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FY 2015-16
Internal Service Funds
Expenditure highlights:
•Fleet Replacement Equipment -$3.9 million
–Fire Rescue Truck ($950,000)
–Transportation –Patch Truck ($269,350)
•I.T. Replacement Equipment-$624,000
•$1 million transfer to Worker’s Comp fund
–Increased settlements and claims liability
FY 2014-15 Enterprise Funds
$68.8 million
Water Operations, $37.8M, 55%
Recycled Water,
$7.6M, 11%
Wastewater Operations,
$12.4M, 18%
Solid Waste
Management,
$3.5M, 5%
Golf Course
Operations,
$7.5M, 11%
40
Fee Update
Fee Descriptions
•General city fees
–Charged for the usage of city services and
property
•Development related service fees
–Charged to recover the cost of staff time &
materials spent on development related activities
•Development impact fees
–Charged to recover the cost that growth is
anticipated to have on city infrastructure
42
Fee Escalators
•Updated by change in West Urban Consumer
Price Index (CPI)
–General city fees
–Development related service fees
•Updated by change in Engineering News
Record Index (ENR)
–Development impact fees
43
Cost of Service
•Cost of Service Study was completed this
year.
–Updated every 2 years
•A comparison of the cost to provide the
service and the fee requires that a number of
fees be reduced.
Fee Escalators
INDEX
ONE
YEAR ASSOCIATED FEES
West Urban CPI 1.86%General City and Development Related Service
Fees
Ambulance Inflation
Factor
1.50%Ambulance Fees
Fee Escalators –Development Impact Fees
INDEX
ONE
YEAR ASSOCIATED DEVELOPMENT IMPACT FEES
January ENR 2.45%
PLDA Fees and License Tax on New Construction Mobile
Homes
April ENR 2.36%
All Other Develop. Impact Fees ( Sewer Benefit Area,
Sewer Connection, Water Connection, and Bridge &
Thoroughfare District #2 )
December ENR 0.08%Bridge & Thoroughfare District #3
April San
Diego CPI 1.85%Habitat Mitigation Fee
Cal Trans CCI 2.00%Traffic Impact Fees
Other Fee Changes
•Adding Subpoena Deposit Fee that is currently in use
•Increase in Street Light Energizing Fee
•Increase in Trash Collection Fees
•Increases to get closer to cost of providing service
•Deleting Fees not in use or eliminated due to code changes
•Decrease in fees that exceed Cost of Service
•Title Changes
QUESTIONS
Council Action
Set Public Hearing for June 23, 2015
The following slides are not part
of the presentation
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Infrastructure Replacement Fund
Funds the replacement of buildings and facilities
(non water or sewer assets)
Annual contribution
FY 1998-99 to 2014-15: $ 90.7 million
FY 2015-16:$ 8.9 million
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