HomeMy WebLinkAbout2018-05-22; City Council; ; Fiscal Year 2018-19 Preliminary Operating Budget~ CITY COUNC I L V Staff Report
Meeting Date:
To:
From:
Staff Contact:
Subject:
May 22, 2018
Mayor and City Council
Kevin Crawford, City Manager
HELGA STOVER, BUDGET MANAGER
Helga.stover@carlsbadca.gov or 760-602-2429
Fiscal Year 2018-19 Preliminary Operating Budget
Recommended Action
Accept report and set public hearing for June 12, 2018.
Discussion
CA Review lAfl-'
The Operating Budget workshop on May 22, 2018 is an opportunity for the City Council to review
the Fiscal Year 2018-19 Preliminary Operating Budget. City staff will be making a presentation
and will also be available to answer questions. The Preliminary Capital Improvement Program
was presented to the City Council at the May 8, 2018 City Council meeting.
In addition to these meetings, a Citizens Budget Workshop will be held on Tuesday, May 29, 2018
at 6:00 p.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 2018-19 Operating Budget and Capital
Improvement Program is scheduled for the June 12, 2018 City Council meeting.
2018-19 BUDGET OVERVIEW:
The City of Carlsbad continues to benefit from an improving local economy and a diverse business
composition, and the Fiscal Year 2018-19 Operating Budget aligns available resources with City
Council goals, and with the overall community values. The proposed budget also maintains the
highest level of fiscal stewardship by providing adequate funding to maintain aging
infrastructure, sufficient reserves to allow the city to weather an economic downturn or
catastrophic event, and funding to functional areas and programs that will provide the greatest
benefit and service levels to those who live, work, and play in Carlsbad.
Carlsbad's operating budget is a tool that guides the achievement of the Council's vision, goals,
and priority projects for the city. The budget allocates resources to city programs in accordance
with priorities established by residents and the Council. Thus, it is an integral part of making
Carlsbad a wonderful community in which to live, work and play.
In preparing the FY 2018-19 Operating Budget, citywide departments were offered guidance on
the preparation of their individual budgets. The proposed budget aligns resources with needs
and includes items such as an Integrated Pest Management Plan and funding for three additional
police officers to address policing needs due to increasing population and businesses and allow
May 22, 2018 Item #10 Page 1 of 66
officers to respond more quickly to calls throughout the city. The proposed plan reflects the
addition of a Smart City Innovator position, as well as a Traffic Engineer position to oversee traffic
programs. Funding was also included for operating costs at four new/expanded park facilities:
Leo Carrillo Historic Ranch Phase Ill (stables and restroom), Pine Avenue Community Park Phase
Ill (community center and gardens), Poinsettia Community Park Phase Ill (multi-sport arena, dog
park, tot lot, and pickle ball courts), and Aviara Community Park Phase II (outdoor gathering area).
The following objectives for FY 2018-19 were established in line with the goal of providing
excellent stewardship of resources:
• Managing resources to meet our relentless commitment to quality.
• Providing adequate staff resources to protect those things that make Carlsbad special.
• Exercising prudence in budgeting, consider cost containment measures and set discretionary
budgets at minimum levels.
The city's General Fund revenues will grow by over four percent this year as the local economy
continues to thrive. Property values continue to be exceptionally strong in Carlsbad, despite
some increased inventory, rising mortgage interest rates, and limitations placed on income tax
deductions for Californians. Revenues from Sales Tax and Transient Occupancy Tax are also
forecast to remain strong, as retail sales and the tourism industry thrive. The national economy
has shown signs of life, and the GDP annual growth rate is expected to remain around three
percent for the next few years, as job markets remain tight and personal incomes grow. It is
likely, however, that increasing inflation and rising interest rates will put some downward
pressure on economic growth at some point.
Stewardship of the city's resources is a core value of City Council and staff, and we have adopted
financial policies and standards to ensure that we maintain our fiscal health and make decisions
today that will have positive effects tomorrow. For example, the City Council created an
assignment offunds in FY 2015-16 that can be used to address diminished revenues in economic
downturns, mitigating the need for drastic measures, such as reducing service levels and access
to public facilities in recessionary times. In FY 2016-17, the City Council created an additional
assignment of funds to mitigate CalPERS pension rates in years when rates are exceptionally
volatile. 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 for FY 2018-19 totals $275.9 million citywide, which represents
an increase of $18.2 million, or 7.1 percent, as compared to the FY 2017-18 Adopted Budget.
Operating revenues are estimated at $287.7 million, which is an increase of $9.6 million, or 3.4
percent, over the current year's projections.
The recommended Preliminary General Fund Operating Budget is $155.5 million, with estimated
revenues of $164.3 million. This is a 4.3 percent increase in the estimated General Fund revenues
as compared to the projected FY 2017-18 revenues, and a 6.7 percent increase in General Fund
budgeted expenditures compared to the FY 2017-18 adopted budget.
May 22, 2018 Item #10 Page 2 of 66
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 $67.8
million. This is an increase of 5.4 percent from the revised FY 2017-18 projections. The city will
receive a report on assessed valuations from the County Assessor in by the end of May with the
Assessor's estimates.
Sales tax revenues generally move in step with economic conditions and have improved by
almost 6 percent in the past year. 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 2017.
City sales tax revenues are expected to increase by approximately 3.4 percent, or $1.3 million in
FY 2018-19, contributing $37.7 million to the General Fund.
The FY 2018-19 revenues for Transient Occupancy Taxes (TOT) are estimated at $25.4 million, an
increase of 10.9 percent compared to FY 2017-18 estimates. TOT has increased by over 78
percent since FY 2011-12, as new hotels, such as the Legoland Hotel and the Hilton Cape Rey
Carlsbad Resort & Spa, have opened in the past years.
Franchise taxes are estimated at $5.3 million for FY 2018-19, relatively flat when compared to
the FY 2017-18 projections.
This year, FY 2017-18, development-related revenues are estimated at $5.0 million. In FY 2018-
19, we expect a decrease of $1.8 million {35.1 percent) as development-related activities are
expected to decrease following a spike in recent years.
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 $155.5 million, which represents a $9.7 million, or 6.7 percent increase, as compared to the FY
2017-18 Adopted Budget. Personnel cost increases of $2.2 million, or 2.5 percent, include
additional staff, to continue to provide excellent service to the community. Anticipated increases
in health insurance rates, higher retirement rates as projected by CalPERS, and previously
negotiated salaries and benefits are also included in the increase. A 2.5 percent allowance for
overall rising costs, and other increases for items such as contractual services was provided, if
needed. In addition, some departments received an increase for special requests, such as funding
to implement an Integrated Pest Management Program.
Position Changes
A net increase of 7.0 permanent full-time positions and a reduction of 3.0 limited-term positions,
when compared to the FY 2017-18 Adopted Budget, is reflected in the FY 2018-19 Operating
Budget. These position changes will result in an approximate citywide personnel increase of
$1,350,000 for the coming year. In addition to the summary below, more information about the
added positions can be found in Exhibit 1 {Overview -Expenditures Section).
The net increase of 7.0 is summarized below:
Addition of the following 9.0 permanent full-time positions:
1.0 City Traffic Engineer
1.0 Facility Specialist
May 22, 2018 Item #10 Page 3 of 66
1.0 Parks Superintendent
3.0 Police Officers (Sworn)
2.0 Police Ranger CSO's (conversion from limited-term)
1.0 Smart City Innovator
Elimination of the following 2.0 permanent full-time positions:
1.0 Maintenance Aide
1.0 Park Maintenance Worker II
The net decrease of 3.0 limited-term positions is for the following positions:
2.0 Police Ranger CSO's (converted to permanent)
1.0 Senior Program Manager
The net increase in hourly staff totals 3.28 full-time equivalent (FTE) positions, as shown below:
Addition of 3.50 full-time equivalent positions:
1.00 FTE Finance
2.50 FTE Public Works
Elimination of 0.22 full-time equivalent positions:
0.22 FTE Parks and Recreation
These changes result in a city workforce of 692.25 permanent full and three-quarter time
employees, 4.75 limited-term employees, and 182.37 hourly, full-time equivalent positions.
New Facilities -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 cost of maintaining and operating the
facilities, including additional personnel if necessary, are added to departmental operating
budgets. In 17-18 operating increases in the amount of $240,000 were provided for partial year
funding for: Leo Carrillo Historic Ranch Phase Ill (stables and restroom), Pine Avenue Community
Park Phase Ill (community center and gardens), Poinsettia Community Park Phase Ill (mu lti-sport
arena, dog park, tot lot, and pickle ball courts), and Aviara Community Park Phase II (outdoor
gathering area). Annual operating costs for these new facilities are estimated at $640,000, so
the additional annual funding of $400,000 has been added to the FY 2018-19 Operating Budget.
Capital Outlay-There are two major capital outlay purchases (greater than $10,000) planned in
the General Fund for FY 2018-19:
• Two police vehicles for 3 new police officers ($112,304)
• Safety Training Center Audio Visual Upgrades ($50,000)
Other Budget Requests -The FY 2018-19 Preliminary Operating Budget also includes the
following transfers to other funds:
• $10,681,000 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 2017-18.
May 22, 2018 Item #10 Page 4 of 66
• $247,000 to the Storm Water Program for reimbursement for the General Fund portion of
Storm Water expenses.
• $775,000 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.
• $1,500,000 to the city's Workers' Compensation Fund to cover increased claims settlements
and estimated liability.
Finally, the Contingency is budgeted at just under one percent of the General Fund Operating
Budget, or $1.5 million, for FY 2018-19, which is equal to the FY 2017-18 Contingency 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 $83.5 million, a $1.1 million (1.3 percent) increase over projected
FY 2017-18 revenues. The budgeted expenditures are estimated at $79.1 million for FY 2017-18,
which is an increase of $3.4 million, or 4.5 percent, over the FY 2017-18 Adopted Budget. The
most significant change in Water Operations is due to the estimated increase in the cost of water
($2.3 million) purchased from the San Diego County Water Authority. The Operating Budget also
includes funding for depreciation replacement transfers related to growth and aging of the water
infrastructure system.
Wastewater operation expenditures are projected to increase 8.6 percent, or $1.1 million when
compared to the FY 2017-18 Adopted Budget. Payments to Encina for operation of the treatment
plant have increased $300,000, and the transfer to the Capital Replacement fund increased by
$750,000.
Golf Course operations are also expected to increase $350,000, or 4.7 percent, over FY 2017-18,
including $212,000 for course improvements.
Revenues from Special Revenue Funds at $12.3 million are expected to decrease $1.4 million
when compared to FY 2017-18 estimates. While it is not unusual to see these revenues fluctuate
from year to year, the most significant decreases for FY 2018-19 are in the Affordable Housing
Fee program, reflecting a decrease of $948,000. 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,
and the expenditure of those funds. Expenditures are estimated at $13.0 million in FY 2018-19,
an increase of $980,000, or 8.2 percent over the FY 2017-18 Adopted Budget. Rental assistance
payments and capital funding from the Local Cable Infrastructure fund account for over two-
thirds ($721,000) of this increase.
More information regarding all of the city's projected revenues and Operating Budget
recommendations can be found in the attached exhibits.
May 22, 2018 Item #10 Page 5 of 66
FEES AND CHARGES FOR SERVICES
Each year city staff evaluates and proposes changes to fees and charges for services. An annual
review is conducted to ensure that the fees being charged do not exceed direct and indirect costs
of providing the service. A Cost of Service Study is prepared every two years, and was completed
in 2017-18. The Study is prepared to update the calculation of the cost, and confirm that fees
and charges for service do not exceed the updated cost. For FY 2018-19, it is proposed that fees
be adjusted by the one-year change in their associated index, unless the change in the index
surpassed the cost of service. In this instance, the fee will be set at the cost of service.
Staff has reviewed the fee schedule and is recommending the changes as shown in Exhibit 6, City
of Carlsbad Master Fee Schedule, 2018-19 and further discussed below.
INDEX 2017-18 2018-19 ASSOCIATED FEES
General City and Development Related
West Urban CPI One Year (1/2018) 2.50% 3.10% Service Fees
Development Impact Fees: Planned Local
Los Angeles ENR CCI One Year Drainage Area Fees and License Tax on
(1/2018) 4.00% 3.30% New Construction for Mobile Homes
All Other Development Impact Fees
ENR CCI One Year (4/2018) 20 City (Sewer Benefit Area Fees, Sewer
Average 3.90% 2.80% Connection Fees, Water Connection Fees)
ENR CCI One Year (12/2017) 20
City Average 3.90% 3.30% Bridge & Thoroughfare District #3
San Diego CPI (1/2018) 2.00% 2.80% Habitat Mitigation Fees
Traffic Impact Fees -Increase by annual
change in Caltrans or 2.0%, whichever is
Caltrans CCI (1/2018) 2.00% 3.08% greater. Caltrans for 18-19 is 3.08%
Ambulance Inflation Factor 0.70% 1.10% Ambulance Fees
GENERAL CITY FEES
These are fees or rentals charged for the usage of city services and property. 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 the West Urban CPI is 3.1 percent.
DEVELOPMENT RELATED SERVICE FEES
These are fees charged to recover the cost of staff time and materials spent on development
related activities. FY 2018-19 Development Related Service Fees are increased by an index
stated in the respective resolution or ordinance establishing the fee.
DEVELOPMENT IMPACT FEES
These fees are used to pay for infrastructure projects needed as a result of increased
development throughout the city. 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.
May 22, 2018 Item #10 Page 6 of 66
FEE CHANGES
In addition to the annual inflationary increases, the following fee changes are proposed for FY
2018-19.
New Fees:
The following new fees are recommended, to allow the city to recover the costs for providing
these services.
Fee Description Fee Justification
Business License -additional fee, per
license, per State of California
1 SB1186. The business license tax per $4 This fee is per the State of California.
license is a separate charge and is per
Municipal Code 5.08
2 Climate Action Plan (CAP) Compliance $740 This for the third-party review of plans for CAP
Review compliance.
Actual This is to distinguish from the planning third
3 Third Party Review -ENG Cost party review that also includes planning staff
time. This is for engineering use.
4 Building Permit Revision, Fee + Third $35 This is to distinguish from the third-party
Party Hourly Charge planning and engineering fees.
This is for issuance and inspection of a
5 Water Heater Permit $98 residential water heater permit, and
distinguishes this from the Plumbing,
Electrical, and Mechanical Permits ($175).
Increasing Fees:
The following fees have recommended increases based on the cost of providing the services.
• Trash collection rates are listed on the Master Fee Schedule, but are a pass through from the
service provider. The city currently has a contract for these services with Waste
Management. These fees are increased annually according to the contract.
• "Other" inspections for building permits have been historically tied to the Fully Burdened
Hourly Rate of a Building Inspector II, which has increased to $117 based on the most recent
Cost of Service Study. The following fees will be increased from $65 to $117 per hour:
1. Additional plan review required by changes, additions or revisions to approved plans
(minimum charge: one half-hour).
2. Inspections for which no fee is specifically indicated (minimum charge: one half hour).
3. Inspections outside of normal business hours (minimum charge: two hours).
4. Re-inspection.
• The Police Department is increasing two fees above the indexed increase, to better align with
the cost of providing these services. The fees are still below the cost of service.
1. Proof of Correction Certification -all others. The indexed fee was $16, increased to $20.
2. Fingerprinting Fees. The indexed fee was $15, increased to $20.
May 22, 2018 Item #10 Page 7 of 66
• The following Utility service fees are increasing to the Cost of Service, due to an increase in
the cost of parts. Proposition 218 (CA Constitution 13D Sec. 6) requires charging the full costs
to provide these services; the costs cannot be subsidized by other rate payers.
Category Fee Description 2017-18 2018-19
Fee Fee
1 Meter Installation Fees I Potable Water Meter Size, Inches: 1-1/2" $606 $632 Potable Displacement
2 Meter Installation Fees I Potable Water Meter Size, Inches: 1-1/2" $743 $877 Potable Turbo
3 Meter Installation Fees I Potable Water Meter Size, Inches: 2" $829 $834 Potable Displacement
4 Meter Installation Fees I Potable Water Meter Size, Inches: 2" Turbo $929 $981 Potable
5 Meter Installation Fees I Recycled Water Meter Size, Inches: 1-1/2" $743 $890 Recycled Water Turbo
6 Meter Installation Fees I Recycled Water Meter Size, Inches: 2" $929 $994 Recycled Water Turbo
Decreasing Fees:
The following fee reductions are recommended to align with the cost of service.
Category Fee Description 2017-18 2018-19
Fee Fee
1 Police Fees Report Copy Fee (Free to Victim) plus cost of $11 $10 reproduction
2 Misc. Water Fees Potable Water Meter -Construction Meter $946 $900 Deposit
3 Misc. Water Fees Recycled Water Meter -Construction Meter $946 $900 Deposit
4 Meter Installation Fees I Potable Water Meter Size, Inches: 1" $352 $282 Potable Displacement
5 Meter Installation Fees I Potable Water Meter Size, Inches: 3/4" $315 $246 Potable Displacement
6 Meter Installation Fees I Potable Water Meter Size, Inches: 5/8" $318 $228 Potable Displacement
7 Meter Installation Fees I Recycled Water Meter Size, Inches: 1" $348 $278 Recycled Water Displacement
8 Meter Installation Fees I Recycled Water Meter Size, Inches: 3/4" $311 $242 Recycled Water Displacement
9 Meter Installation Fees/ Recycled Water Meter Size, Inches: 5/8" $318 $228 Recycled Water Displacement
May 22, 2018 Item #10 Page 8 of 66
Removed Fees:
The following fees are no longer in use by the city, and therefore, staff is recommending that
these fees be removed from the fee schedule.
Category Fee Description 2017-18 Fee
1 Misc. Fees Communications -DVD Copy $9
2 Development Processing Service Installation Fee -Fire Hydrant Lateral and Actual Cost Fees Assembly
3 Development Processing Service Installation Fee -Fire Sprinkler Lateral Actual Cost Fees
4 Meter Installation Fees I Recycled Water Meter Size, Inches: 1-1/2" $606 Recycled Water Displacement
5 Meter Installation Fees I Recycled Water Meter Size, Inches: 2" Displacement $823 Recycled Water
6 Meter Installation Fees I Recycled Water Meter Size, Inches: 3" Compound Actual Cost Recycled Water
7 Meter Installation Fees I Recycled Water Meter Size, Inches: 4" Compound Actual Cost Recycled Water
8 Storm and Wastewater I Class I (per month) -Existing user $226 Wastewater Fees
9 Storm and Wastewater I Class II (per month) -Existing user $215 Wastewater Fees
10 Storm and Wastewater I Pretreatment -Class I -One-time fee for new users $306 Wastewater Fees
11 Storm and Wastewater I Pretreatment -Class II -One-time fee for new users $306 Wastewater Fees
12 Storm and Wastewater I Pretreatment -Class Ill -One-time fee for new users $91 Wastewater Fees
13 Storm and Wastewater I Pretreatment -Class Ill (per month) -Existing user $34 Wastewater Fees
14 Storm and Wastewater I Waste Water Discharge Permit $42 Wastewater Fees
Other Changes:
Other updates to the Master Fee Schedule include the following:
• Building Plan Check, Amendments / Revisions to Approved Projects, Extensions to
Projects in Process, Tentative Tract Map Litigation Stay were all changed from "_% of
original fee" to"_% of current fee". This allows recovery of current costs instead of the
cost at the time of initial project, sometimes 10+ years prior.
• The fee for Minor Grading Plan Review was changed from $993 to 50% of standard plan
check fees, per Municipal Code 15.16.062.
• The following Meter Installation Fees were revised to show fee amounts instead of
"Actual Cost."
May 22, 2018 Item #10 Page 9 of 66
Category Fee Description 2017-18 Fee 2018-19 Fee
Meter Installation Potable Meter Size, Inches: Fire Protection -Meter Fee-
1 Use Rate $265 Fees I Potable 5/8" Displacement Meter Sheet
2 Meter Installation Potable Water Meter Size, Inches: 3" Actual Cost $3,941 Fees I Potable Compound
3 Meter Installation Potable Water Meter Size, Inches: 3" Turbo Actual Cost $2,820 Fees I Potable
4 Meter Installation Potable Water Meter Size, Inches: 4" Actual Cost $5,437 Fees I Potable Compound
5 Meter Installation Potable Water Meter Size, Inches: 4" Turbo Actual Cost $3,981 Fees I Potable
6 Meter Installation Potable Water Meter Size, Inches: 611
Actual Cost $7,547 Fees I Potable Compound
7 Meter Installation Potable Water Meter Size, Inches: 6" Turbo Actual Cost $6,104 Fees I Potable
8 Meter Installation Potable Water Meter Size, Inches: 8" Actual Cost $11,085 Fees I Potable Compound
9 Meter Installation Potable Water Meter Size, Inches: 811 Turbo Actual Cost $8,058 Fees I Potable
Meter Installation Recycled Meter Size, Inches: Fire Protection Meter Fee-
10 Fees I Recycled Use Rate $265
Water -5/8" Displacement Meter Sheet
Meter Installation
11 Fees I Recycled Recycled Water Meter Size, Inches: 3" Turbo Actual Cost $2,801
Water
Meter Installation
12 Fees I Recycled Recycled Water Meter Size, Inches: 4" Turbo Actual Cost $3,962
Water
Meter Installation
13 Fees I Recycled Recycled Water Meter Size, Inches: 6" Turbo Actual Cost $6,085
Water
Meter Installation
14 Fees I Recycled Recycled Water Meter Size, Inches: 8" Turbo Actual Cost $8,039
Water
Environmental Evaluation (CEQA)
Pursuant to Public Resources Code Section 21065, 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.
Public Notification
Information regarding public notification of this item such as mailings, public hearing notices
posted in the newspaper and on the city website are available in the Office of the City Clerk.
May 22, 2018 Item #10 Page 10 of 66
Exhibits
1. Fiscal Year 2018-19 Preliminary Operating Budget (Overview)
2. Operating Funds, Projected Fund Balances for FY 2017-18 and FY 2018-19
3. Operating Funds, Revenue Estimates for FY 2016-17 through FY 2018-19
4. Operating Funds, Budget Expenditure Schedule FY 2015-16 through FY 2018-19
5. Personnel Allocation Schedule FY 2016-17 through FY 2018-19
6. Proposed Fee Changes -FY 2018-19
The Preliminary Operating Budget and Capital Improvement Program for Fiscal Year 2018-19 is
on file with the City Clerk.
May 22, 2018 Item #10 Page 11 of 66
EXHIBIT 1
2018-19 PRELIMINARY OPERATING BUDGET OVERVIEW
REVENUE
The Operating Budget for FY 2018-19 totals $275.9 million, with revenues for the year estimated
at $287.7 million. General Fund revenues are estimated at $164.3 million and General Fund
budgeted operating expenditures are $155.5 million.
The following table shows the total operating revenues anticipated to be received by the city for
FY 2017-18, as well as those estimated for FY 2018-19.
REVENUE SUMMARY
BY FUND TYPE
(in Millions)
PROJECTED BUDGETED $ % FUND 2017-18 2018-19 CHANGE CHANGE
GENERAL FUND $ 157.5 $ 164.3 $ 6.8 4.3%
SPECIAL REVENUE 13.6 12.3 (1.4) -10.2%
ENTERPRISE 82.4 83.5 1.1 1.3%
INTERNAL SERVICE 21 .0 23.9 3.0 14.2%
REDEV. OBLIG. RETIREMENT 3.6 3.7 0.1 3.1%
TOTAL $ 278.2 $ 287.7 $ 9.6 3.4%
Revenue estimates for the Operating Budget indicate that the city will receive a total of $287.7
million in FY 2018-19, a change of about $9.6 million over the projected FY 2017-18 revenues.
General Fund revenues are expected to increase by $6.8 million, compared to the prior year, as
all sources of revenue indicated in the table (below) increase, with the exception of decreases in
Special Revenue fund revenues. Special Revenue funds decreased by over 10 percent, or $1.4
million, due to projected decreases in affordable housing revenues, and police grants. Enterprise
Fund revenues are projected to remain relatively flat in the upcoming fiscal year. More information
on the city's revenue sources is provided in the following discussion.
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 and Cultural
Arts, Street and Park Maintenance, and Recreation programs. The following table provides a
summarized outlook for the major General Fund revenues.
SIGNIFICANT GENERAL FUND REVENUES
(In Millions)
PROJECTED BUDGETED $ %
2017-18 2018-19 CHANGE CHANGE
PROPERTY TAX $ 64.3 $ 67.8 $ 3.5 5.4%
SALES TAX 36.5 37.7 1.3 3.4%
TRANSIENT OCCUPANCY TAX 23.0 25.4 2.5 10.9%
FRANCHISE TAXES 5.4 5.3 (0.1) -1.0%
BUSINESS LICENSE TAX 5.1 5.2 0.1 2.5%
DEVELOPMENT REVENUES 5.0 3.2 (1.8) -35.1 %
ALL OTHER REVENUE 18.3 19.6 1.3 7.0%
TOTAL $ 157.5 $ 164.3 $ 6.8 4.3%
May 22, 2018 Item #10 Page 12 of 66
2018-19 PRELIMINARY OPERATING BUDGET OVERVIEW
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 $3.7
million, a 3.1 percent increase over FY 2017-18 estimates. Although the Redevelopment Agency
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.
May 22, 2018 Item #10 Page 19 of 66
2018-19 OPERATING BUDGET OVERVIEW
Adopted Budget. Departments are allowed to request additional carry forward amounts from
remaining unspent funds for special one-time projects as well as items funded in FY 2017-18
which are planned for completion in FY 2018-19.
Budgeted Expenditures
Through the application of these guidelines and policies, the FY 2018-19 Operating Budget of
$275.9 million was developed.
Position Changes
The FY 2018-19 Operating Budget reflects an approximate citywide full-time personnel increase
of $1,350,000, resulting from a net increase of 7.0 permanent full-time positions and a reduction
of 3.0 limited-term positions.
The net increase of 7.0 is summarized below:
Addition of the following 9.0 permanent full-time positions:
1.0 City Traffic Engineer
1.0 Facility Specialist
1.0 Parks Superintendent
3.0 Police Officers (Sworn)
2.0 Police Ranger CSO's (conversion from limited-term)
1.0 Smart City Innovator
Elimination of the following 2.0 permanent full-time positions:
1.0 Maintenance Aide
1.0 Park Maintenance Worker II
The net decrease of 3.0 limited-term positions is for the following positions:
2.0 Police Ranger CSO's (converted to permanent)
1.0 Senior Program Manager
The net increase in hourly staff totals 3.28 full-time equivalent (FTE) positions, as shown below:
Addition of 3.50 full-time equivalent positions:
1.00 FTE Finance
2.50 FTE Public Works
Elimination of 0.22 full-time equivalent positions:
0.22 FTE Parks and Recreation
These changes result in a city workforce of 692.25 permanent full and three-quarter time
employees, 4.75 limited-term employees, and 182.37 hourly, full-time equivalent positions.
New Facilities
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. In
17-18 operating increases in the amount of $240,000 were provided for partial year funding for:
B-10
May 22, 2018 Item #10 Page 21 of 66
2018-19 OPERATING BUDGET OVERVIEW
Leo Carrillo Historic Ranch Phase Ill (stables and restroom), Pine Avenue Community Park
Phase Ill (community center and gardens), Poinsettia Community Park Phase Ill (multi-sport
arena, dog park, tot lot, and pickle ball courts), and Aviara Community Park Phase II (outdoor
gathering area). Annual operating costs for these new facilities are estimated at $640,000, so
the additional annual funding of $400,000 has been added to the FY 2018-19 Operating Budget.
Budget by Fund Type
The table below shows the changes in the proposed Operating Budget for FY 2018-19, as
compared to the Adopted Budget for FY 2017-18.
BUDGET EXPENDITURE SUMMARY
BY FUND TYPE
(In Millions)
BUDGET BUDGET $ %
FUND 2017-18 2018-19 CHANGE CHANGE
GENERAL FUND $ 145.7 $ 155.5 $ 9.7 6.7%
SPECIAL REVENUE 12.0 13.0 1.0 8.2%
ENTERPRISE 75.7 79.1 3.4 4.5%
INTERNAL SERVICE 23.0 26.7 3.8 16.4%
REDEV. OBLIG. RETIREMENT 1.2 1.5 0.3 26.4°/c
TOTAL $ 257.6 $ 275.9 $ 18.2 7.1°/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 $ %
2017-18 2018-19 CHANGE CHANGE
PERSONNEL $ 90.4 $ 92.6 $ 2.2 2.5%
MAINTENANCE & OPERATIONS 42.7 49.5 6.7 15.7%
CAPITAL OUTLAY 0.1 0.2 -25.9%
TRANSFERS 12.5 13.2 0.7 6.0%
TOTAL $ 145.7 $ 155.5 $ 9.6 6.7%
General Fund
The total Operating Budget for the General Fund for FY 2018-19 is $155.5 million, which is 9.6
million, or 6.7 percent greater than the previous year's Adopted Budget of $145.7 million. The
total increase is attributable to a $2.2 million (2.5 percent) increase in Personnel, and a $6.7
million (15. 7 percent) increase in Maintenance & Operations costs, as can be seen in the table
above. Transfers to other funds increased $700,000, or 6.0 percent. These changes are
discussed in more detail below.
B-11
May 22, 2018 Item #10 Page 22 of 66
2018-19 OPERATING BUDGET OVERVIEW
Personnel costs make up approximately 60 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 2018-19 is $92.6 million, which is $2 .2 million, or 2.5 percent greater than the
previous year's total personnel budget of $90.4 million.
GENERAL FUND
PERSONNEL COSTS
(In Millions)
BUDGET BUDGET $ %
2017-18 2018-19 CHANGE CHANGE
SALARIES $ 61.0 $ 62.6 $ 1.6 2.6%
RETIREMENT 17.7 18.1 0.4 2.1 %
HEALTH INSURANCE 7.9 7.9 --0.6%
WORKERS COMP 2.5 2.7 0.3 10.1%
OTHER PERSONNEL 1.3 1.3 0.1 5.4%
TOTAL $ 90.4 $ 92.6 $ 2.2 2.5%
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 2018-19 by $1.6 million, or 2.6
percent. The increase is mainly due to anticipated wage increases scheduled to occur in FY
2018-19, as well as the net addition of 7.0 full-time staff, a transfer of 5.0 full-time staff to the
Information Technology Internal Service Fund, a decrease of 3.0 limited-term positions, and an
increase of 3.28 part-time staff.
CalPERS administers the city's defined benefit pension plan, and costs have been increasing in
past years as CalPERS addresses a structural shortfall in plan assets to cover liabilities.
CalPERS deliberately raised participating agencies' contributions over a number of years to
improve the plan's long-term funded status. The pension system continues to pursue strategies
that will make the plan sustainable in the long-term, such as investing in less risky assets, even
though this strategy will increase pension costs. There is some downward pressure on costs,
as new employees receive lower pension benefits, but the net change in pension costs is upward.
Miscellaneous (General) and Safety employee pension contributions will remain essentially flat
for FY 2018-19, but will increase by 15 percent in both plans in the following fiscal year as
CalPERS implements the risk mitigation strategy and lowers the assumed rate of return.
Health insurance costs are relatively flat when compared to FY 2017-18, and Workers'
Compensation expense is projected to increase 10.1 percent due to increasing liability estimates
and settlement payments. While health insurance costs have actually increased, the current
year estimated increase was high, relative to the actual increase, and therefore no increase is
reflected for the upcoming fiscal year. Miscellaneous other personnel costs, Medicare,
unemployment and disability, are projected to increase by $68,000, or 5.4 percent in FY 2018-
19.
Departments with part-time hourly employees were given a 3.1 percent increase, in addition to
adjustments for minimum wage increases and where ranges were moved based on a salary
survey of comparative agencies.
Maintenance and Operations costs (or M&O) represent about 32 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 $49.5 million, an increase of
about $6.7 million, or 15.7 percent, for FY 2018-19 as compared to FY 2017-18. Maintenance
& Operations costs are discussed more fully by program later in the report.
B-12
May 22, 2018 Item #10 Page 23 of 66
2018-19 OPERATING BUDGET OVERVIEW
Capital Outlay includes budgeted equipment purchases over $1,000. Capital outlay purchases
of $171,000 are budgeted in the General Fund for FY 2018-19. The complete list listed of
proposed capital purchases is shown on page K-1 .
Transfers are amounts anticipated to be transferred from the General Fund to another city fund.
The transfers included in the adopted budget are as follows:
• $10,681,000 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 2017-18.
• $247,000 to the Storm Water Program for reimbursement for the General Fund portion
of Storm Water expenses.
• $775,000 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.
• $1,500,000 to the city's Workers' Compensation Fund to cover increased claims
settlements and estimated liability.
Advances are amounts anticipated to be transferred from the General Fund to other 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 2018-19 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 2018-19 Operating Budget, are noted below the chart.
GENERAL FUND EXPENDITURES
BY DEPARTMENT
(In Millions)
BUDGET BUDGET $ %
DEPARTMENT 2017-18 2018-19 CHANGE CHANGE
POLICY & LEADERSHIP GROUP $ 7.4 $ 8.0 $ 0.6 7.2%
ADM SVCS -Fl NANCE 4.3 5.8 1.5 33.8°1<
ADM SVCS -HUMAN RESOURCES 3.4 4.2 0.8 23.4%
COMM SVCS -COMMUNITY & ECONOMIC DEV 11.1 11.3 0.2 1.1%
COMM SVCS -LIBRARY & CULTURAL ARTS 12.6 12.9 0.3 2.3%
COMM SVCS -PARKS & RECREATION 16.0 18.2 2.2 13.4%
PUBLIC SAFETY -FIRE 21.8 23.3 1.5 7.0%
PUBLIC SAFETY -POLICE 35.4 36.7 1.3 3.7%
PW -ADMINISTRATION 2.1 1.8 (0.3) -14.0%
PW -ENVIRONMENTAL MANAGEMENT 0.6 0.8 0.2 38.1%
PW -GENERAL SERVICES 8.4 8.8 0.4 5.0%
PW -TRANSPORTATION 6.4 7.5 1.1 16.5%
NON-DEPARTMENTAL 16.1 16.3 0.2 0.9%
TOTAL $ 145.7 $ 155.5 $ 9.7 6.7%
B-13
May 22, 2018 Item #10 Page 24 of 66
2018-19 OPERATING BUDGET OVERVIEW
Superintendent, with the elimination of 2 maintenance positions . In addition, several new
park facilities will be open to the public in the upcoming fiscal year, and $400,000 in
funding was added for operating costs. The largest increase ($622,000) is for
implementation of an Integrated Pest Management Plan, using health conscious and
environmentally sensitive pest management strategies.
• 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 2018-19 Operating Budget reflects a $1.5
million (7.0 percent) increase. In addition to anticipated personnel cost increases, funding
is included for fire engine equipment and for a one-time payment to North County
Dispatch for paying down Carlsbad's share of the Cal PERS unfunded actuarial liability of
the agency.
• 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 $1 .3
million, or 3.7 percent, for FY 2018-19. Three Police Officer positions were added to the
budget, as well as two police vehicles and funding for other operational costs associated
with the added positions (such as uniforms, supplies, and training). In addition to the
increase in positions, the budget reflects a consolidation of five Police Information
Technology positions with the citywide Information Technology department, resulting in
a reduction in costs.
• Public Works Administration division reflects a decrease of $300,000 (14 percent),
primarily due to organizational changes resulting in positions being reallocated to other
Public Works divisions. In addition to these changes, one-time funding of $40,000 was
added for a pilot apprenticeship program.
• The Public Works Environmental Management division manages the city's
environmental programs, wh ich include storm water, habitat and other environmental
maintenance and monitoring programs as well as the implementation of the Climate
Action Plan. The FY 2018-19 reflects an increase of $200,000, which includes $135,000
for implementation of the Integrated Pest Management Plan, and a $45,000 transfer from
the Administration division to pay for watershed program municipal inspections.
• The Public Works General Services division oversees the city's fleet and manages the
maintenance of all city-owned facilities, street and storm drain maintenance, and the
Safety Training Center. The FY 2018-19 budget has increased 5 percent ($400,000)
over FY 2017-18. A Facility Specialist position was added to assist with increased
workload at the Safety Training Center; funding for maintenance of new park facilities
was included; and one part-time position was added to adequately resource custodial
services at city facilities.
• The Public Works Transportation division manages traffic signal operations and
planning, roadway capital projects, asset management (such as the pavement
management program), construction management and inspections, and storm drain
engineering. The FY 2018-19 budget reflects an increase of $1.1 million, or 16.5 percent
over FY 2017-18. One full-time Traffic Engineer position was added to this division, and
organizational changes reallocated two positions from other divisions within Public Works
to accommodate organizational changes made between the divisions. In addition, one-
time funding for outside Construction Management and Inspection services was
increased by $400,000 to augment existing staff resources with inspection of anticipated
development projects.
B-15
May 22, 2018 Item #10 Page 26 of 66
2018-19 OPERATING BUDGET OVERVIEW
Changes in Other Funds
Special Revenue funds, at $13 million, show a $981,000 (8.2 percent) increase when compared
to FY 2017-18. The most significant increase is in the Affordable Housing Assistance program,
which anticipates a $427,000 increase in housing assistance payments over the current year. In
addition, the Local Cable Infrastructure Fund includes $250,000 to pay for one-time capital costs
for modifications to the council chambers videoboard/controller systems.
Enterprise funds total $79.1 million, an increase of $3.4 million, or 4.5 percent, over the FY
2017-18 Adopted Budget. The most significant increases are in Water Operations, at about $1.9
million, and are attributed to increases in the cost of water purchased from the San Diego County
Water Authority. The Operating Budget also includes funding for depreciation replacement
transfers to pay for capital projects related to aging of the water infrastructure system.
Wastewater operations are projected to increase 8.6 percent, or $1.1 million; payments to Encina
for operations of the wastewater treatment facility have increased $300,000, and the annual
transfer from the Wastewater operating fund to the Wastewater Capital Replacement Fund has
increased $750,000, to pay for maintenance and replacement of the wastewater infrastructure,
such as pipelines, lift stations, and the Encina Wastewater Treatment Plant.
Golf Course operations are expected to increase $350,000, or 4.7 percent over FY 2017-18. The
primary changes over FY 2017-18 contributing to the increase include a net of increases in
personnel costs ($316,000), decreases in course and ground expenses ($192,000), and
increases in capital costs for course improvements ($212,000).
The Internal Service funds total $26. 7 million, with an overall increase of $3.8 million, or 16.4
percent, over FY 2017-18. Significant changes are outlined below.
• The Workers' Compensation budget is anticipated to decrease $400,000, or 9.6
percent, due to anticipated decreases in settlements.
• The General Liability/Risk Management budget reflects an increase of approximately
$300,000, or 14.8 percent, due to increased legal costs associated with the rising number
of cases that have trials pending.
• The Self-Insured Benefits budget reflects a decrease of about $115,000 from the
previous fiscal year, as costs for premiums and settlements have decreased over that
last 2 years.
• The Vehicle Replacement budget shows an increase of $1 .8 million, or 79.5 percent.
There are 46 planned vehicle replacements in the upcoming year (as compared to 30 in
the current year), at a total cost of $4.2 million. Replacement costs vary from year-to-
year depending on the number of vehicles scheduled for replacement, and the type. For
example, in the upcoming year a Fire Ladder Truck is planned for replacement at a cost
of $1.5 million. In addition, the overall cost of vehicles has risen, and there are instances
where vehicles are replaced with more costly models, for example, it is now customary
to replace police sedans with sport utility vehicles, at a higher cost.
• The Vehicle Maintenance costs are expected to decrease $440,000, or 13.7 percent.
The Vehicle Maintenance budget is established based on historical trends. Newer
vehicles, and energy efficient vehicles generally cost less to maintain.
• The Information Technology budget includes both operating and replacement
expenditures. The proposed budget reflects an increase of $2.6 million, or 26 percent.
8-17
May 22, 2018 Item #10 Page 28 of 66
2018-19 OPERATING BUDGET OVERVIEW
The increase includes the addition of the Police Information Technology division, now
under the umbrella of the citywide Information Technology department, and an increase
to this fund of $1.7 million. In addition to this increase, replacement of IT assets increased
for FY 2018-19 by $200,000.
• The budget for the Redevelopment Obligation Retirement Funds (RORF) has
increased about $300,000. Most of this increase ($240,000) is the 20 percent set-aside
of the estimated tax increment revenues, as determined by the State. In previous years,
this amount was not included as a budgeted item. The Recognized Obligation Payments
Schedule (ROPS) identifies financial commitments of the former Redevelopment Agency,
including up to $250,000 in allowable administrative costs, to 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
The Operating Budget for FY 2018-19 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 2018-19 proposed
spending plan. The Carlsbad economy is well diversified and continues to provide stability to the
city's revenue base, bolstered by strong assessed property values, retail sales, and tourism.
Most of the city's major revenue sources are improving with the exception of development
revenues, due to anticipated decreases in development activity following the spike in activity that
has occurred in the last few years.
Carlsbad continues to benefit from a strong and diverse economic base, and has maintained
financial policies that continue to protect the city from the vagaries of the business cycle,
increasing costs, and unfunded mandates. The city continues to evaluate opportunities to
strengthen financial policies, identify opportunities to improve business practices and provide the
greatest service level possible with finite resources, and continues to provide an environment
that fosters excellence.
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 this community to thrive now and for many years in the future.
B-18
May 22, 2018 Item #10 Page 29 of 66
EXHIBIT 2
CITY OF CARLSBAD
OPERATING FUNDS
PROJECTED FUND BALANCES
PROJECTED
BEGINNING ADVANCES ENDING
FUND BALANCE PROJECTED PROJECTED & FUND FUND BALANCE
FUND JULY 1, 2017 REVENUES EXPENDITURES TRANSFERS JUNE 30, 2018
I GENERAL FUND $68,150,179 • $157,539,000 $139,466,068 $1,937,593 $88,160,704 •
lsPECIAL REVENUE
AFFORDABLE HOUSING 14,999,414 1,602,000 350,000 16,251,414
AGRICULTURAL MITIGATION FEE 1,146,861 15,000 300,000 861,861
BUENA VISTA CHANNEL MAINTENANCE 1,328,645 104,000 163,900 1,268,745
CITIZEN'S OPTION FOR PUBLIC SAFETY 305,257 190,000 230,000 265,257
COMMUNITY ACTIVITY GRANTS 1,040,583 14,000 10,000 1,044,583
COMMUNITY DEVELOPMENT BLOCK GRANT 5,498 210,100 175,000 40,598
CULTURAL ARTS DONATIONS 237,225 47,000 56,000 228,225
FLOWER FIELDS FOUNDATION 943,657 11,000 0 954,657
HABITAT MITIGATION FEE 0 50,000 0 50,000
LIBRARY AND ARTS ENDOWMENT FUND 257,836 3,000 6,000 254,836
LIBRARY GIFTS/BEQUESTS 411,937 243,000 90,000 564,937
LIGHTING AND LANDSCAPING DISTRICT NO. 2 2,990,904 663,600 307,500 3,347,004
LOCAL CABLE INFRASTRUCTURE FUND 614,642 333,000 170,000 777,642
MEDIAN MAINTENANCE 304,297 1,025,000 942,000 387,297
PARKING IN LIEU 775,989 143,000 44,000 874,989
POLICE ASSET FORFEITURE 241,779 11 ,000 20,000 232,779
POLICE GRANTS 0 594,609 42,000 552,609
RECREATION DONATIONS 290,372 79,500 122,000 247,872
RENTAL ASSISTANCE -SECTION 8 427,184 6,760,500 7,100,000 87,684
SENIOR DONATIONS 316,849 28,000 88,000 256,849
STREET LIGHTING 1,845,006 950,000 655,000 2,140,006
STREET TREE MAINTENANCE 58,023 570,700 711,000 (82,277)
TOTAL SPECIAL REVENUE 28,541,958 13,648,009 11,582,400 30,607,567
I ENTERPRISE
WATER OPERATIONS 22,272,154 46,960,600 41,910,000 27,322,754
RECYCLED WATER OPERATIONS 8,444,414 9,849,500 8,144,000 10,149,914
WASTEWATER OPERATIONS 8,309,443 14,075,250 12,278,000 10,106,693
SOLID WASTE MANAGEMENT 13,770,369 3,884,339 3,150,000 14,504,708
GOLF COURSE 1,682,802 7,636,806 7,483,711 0 1,835,897
TOTAL ENTERPRISE 54,479,182 82,406,495 72,965,711 0 63,919,966
I INTERNAL SERVICE
WORKERS' COMPENSATION 2,330,606 4,398,260 4,489,000 2,239,866
RISK MANAGEMENT 1,533,869 2,056,540 1,593,000 1,997,409
SELF-INSURED BENEFITS 1,792,781 825,000 761,000 1,856,781
VEHICLE MAINTENANCE 537,131 2,599,986 2,440,000 697,117
VEHICLE REPLACEMENT 17,678,699 2,298,809 3,114,000 16,863,508
INFORMATION TECHNOLOGY 7,282,721 8,785,432 11 ,417,000 4,651 ,153
TOTAL INTERNAL SERVICE 31,155,807 20,964,027 23,814,000 28,305,834
I REDEVELOPMENT OBLIGATION RETIREMENT FUNDS
VILLAGE RDA OBLIGATION RETIREMENT FUND 1,194,181 3,596,000 1,660,000 (1 ,937,593) 1,192,588
TOTAL REDEVELOPMENT OBLIGATION RETIREMENT FUND 1,194,181 3,596,000 1,660,000 (1 ,937,593) 1,192,588
!TOTAL OPERATING FUNDS $183,521,307 $278,153,531 $249,488,179 $0 $212,186,659
• FOR THE GENERAL FUND ONLY THIS REPRESENTS UNASSIGNED FUND BALANCE.
May 22, 2018 Item #10 Page 30 of 66
CITY OF CARLSBAD
OPERATING FUNDS
PROJECTED FUND BALANCES
PROJECTED PROJECTED
BEGINNING ADVANCES ENDING
FUND BALANCE ESTIMATED ADOPTED & FUND FUND BALANCE
FUND JULY 1, 2018 REVENUES BUDGET TRANSFERS JUNE 30, 2019
I GENERAL FUND $88,160,704 * $164,335,257 $155,488,767 937,014 $97,944,208 *
lsPECIAL REVENUE
AFFORDABLE HOUSING 16,251,414 654,000 510,989 16,394,425
AGRICULTURAL MITIGATION FEE 861,861 15,000 o 876,861
BUENA VISTA CHANNEL MAINTENANCE 1,268,745 114,000 194,882 1,187,863
CITIZEN'S OPTION FOR PUBLIC SAFETY 265,257 190,000 256,732 198,525
COMMUNITY ACTIVITY GRANTS 1,044,583 16,000 10,000 1,050,583
COMMUNITY DEVELOPMENT BLOCK GRANT 40,598 513,000 516,899 36,699
CULTURAL ARTS DONATIONS 228,225 42,000 54,150 216,075
FLOWER FIELDS FOUNDATION 954,657 11,000 0 965,657
HABITAT MITIGATION FEE 50,000 50,000 o 100,000
LIBRARY AND ARTS ENDOWMENT FUND 254,836 3,000 4,000 253,836
LIBRARY GIFTS/BEQUESTS 564,937 243,500 249,765 558,672
LIGHTING AND LANDSCAPING DISTRICT NO. 2 3,347,004 672,500 331,000 3,688,504
LOCAL CABLE INFRASTRUCTURE FUND 777,642 333,000 489,780 620,862
MEDIAN MAINTENANCE 387,297 862,000 1,181,420 67,877
PARKING IN LIEU 874,989 108,000 45,000 937,989
POLICE ASSET FORFEITURE 232,779 11,000 88,600 155,179
POLICE GRANTS 552,609 o 552,609
RECREATION DONATIONS 247,872 73,000 133,600 187,272
RENTAL ASSISTANCE -SECTION 8 87,684 6,618,500 7,113,824 (407,640)
SENIOR DONATIONS 256,849 28,000 71,200 213,649
STREET LIGHTING 2,140,006 951,377 1,020,420 2,070,963
STREET TREE MAINTENANCE (82,277) 745,000 725,783 (63,060)
TOTAL SPECIAL REVENUE 30,607,567 12,253,877 12,998,044 29,863,400
I ENTERPRISE
WATER OPERATIONS 27,322,754 47,173,800 44,221,643 30,274,911
RECYCLED WATER OPERATIONS 10,149,914 10,068,000 9,067,679 11,150,235
WASTEWATER OPERATIONS 10,106,693 14,435,500 13,840,192 10,702,001
SOLID WASTE MANAGEMENT 14,504,708 3,872,101 4,150,540 14,226,269
GOLF COURSE 1,835,897 7,934,888 7,840,063 0 1,930,722
TOTAL ENTERPRISE 63,919,966 83,484,289 79,120,117 68,284,138
I INTERNAL SERVICE
WORKERS' COMPENSATION 2,239,866 4,636,370 3,990,371 2,885,865
RISK MANAGEMENT 1,997,409 2,141,150 2,374,996 1,763,563
SELF-INSURED BENEFITS 1,856,781 820,000 925,000 1,751,781
VEHICLE MAINTENANCE 697,117 2,613,802 2,761,138 549,781
VEHICLE REPLACEMENT 16,863,508 2,521,471 4,181,662 15,203,317
INFORMATION TECHNOLOGY 4,651,153 11,205,832 12,511,626 3,345,359
TOTAL INTERNAL SERVICE 28,305,834 23,938,625 26,744,793 25,499,666
I REDEVELOPMENT OBLIGATION RETIREMENT FUNDS
VILLAGE RDA OBLIGATION RETIREMENT FUND 1,192,588 3,706,000 1,524,557 (937,014) 2,437,017
TOTAL REDEVELOPMENT OBLIGATION RETIREMENT FUND 1,192,588 3,706,000 1,524,557 (937,014) 2,437,017
I TOTAL OPERATING FUNDS $212,186,659 $287,718,048 $275,876,278 $0 $224,028,429
* FOR THE GENERAL FUND ONLY THIS REPRESENTS UNASSIGNED FUND BALANCE.
May 22, 2018 Item #10 Page 31 of 66
REVENUE SOURCE
!GENERAL FUND I
TAXES
PROPERTY TAX
SALES TAX
TRANSIENT TAX
FRANCHISE TAX
BUSINESS LICENSE TAX
TRANSFER TAX
TOTAL TAXES
INTERGOVERNMENTAL
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
• 1NTEREST IS CALCULATED ON AN AMORTIZED COST BASIS
CITY OF CARLSBAD
OPERA TING FUNDS
REVENUE ESTIMATES
ACTUAL PROJECTED
REVENUE REVENUE
2016-17 2017-18
$61,928,996 $64,311,000
34,543,213 36,472,000
22,266,978 22,955,000
5,475,264 5,401,000
4,327,838 5,097,000
1,393,460 1,134,000
129,935,749 135,370,000
348,206 348,000
798,983 619,000
1,147,189 967,000
1,755,690 2,072,000
1,278,315 1,072,000
3,034,005 3,144,000
838,399 703,000
1,342,253 1,126,000
1,307,219 1,096,000
2,406,545 2,327,000
3,121,569 3,000,000
1,251,170 857,000
10,267,155 9,109,000
696.783 600,000
2,591,354 4,133,000
3,344,624 3,149,000
1,115,412 1,067,000
$152,132,271 $157,539,000
EXHIBIT 3
ESTIMATED CHANGE AS% DIFFERENCE
REVENUE OF FY 17-18 2017-18 TO
2018-19 PROJECTED 2018-19
67,761,000.00 5.4% $3,450,000
37,728,000 3.4% 1,256,000
25.447,000 10.9% 2,492,000
5,349,000 -1.0% (52,000)
5,224,000 2.5% 127,000
1,157,000 2.0% 23,000
142,666,000 5.4% 7,296,000
348,000 0.0% 0
467,000 -24.6% (152,000)
815,000 -15.7% (152,000)
1,080,000 -47.9% (992,000)
784,000 -26.9% (288,000)
1,864,000 -40.7% (1,280,000)
556,000 -20.9% (147,000)
787,000 -30.1% (339,000)
822,000 -25.0% (274,000)
2,430,000 4.4% 103,000
3,175,000 5.8% 175,000
560,000 -34.7% (297,000)
8,330,000 -8.6% (779,000)
706,000 17.7% 106,000
4,307,000 4.2% 174,000
4,697,257 49.2% 1,548,257
950,000 -11.0% (117,000)
$164,335,257 4.3% $6,796,257
May 22, 2018 Item #10 Page 32 of 66
REVENUE SOURCE
I SPECIAL REVENUE FUNDS
AFFORDABLE HOUSING
AFFORDABLE HOUSING FEES
PROPERTY TAX
INTEREST
OTHER
TOTAL AFFORDABLE HOUSING
AGRICULTURAL MITIGATION FEE
AGRICULTURAL MITIGATION FEES
INTEREST
TOTAL AGRICULTURAL MITIGATION FEE
BUENA VISTA CHANNEL MAINTENANCE
BUENA VISTA FEES
INTEREST
TOTAL BUENA VISTA CHANNEL MAINTENANCE
CITIZEN'S OPTION FOR PUBLIC SAFETY
STATE FUNDING (AB3229)
INTEREST
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
FLOWER FIELDS FOUNDATION
INTEREST
TOTAL FLOWER FIELDS FOUNDATION
HABITAT MITIGATION FEE
MITIGATION FEES
INTEREST
TOTAL HABITAT MITIGATION FEE
LIBRARY AND ARTS ENDOWMENT FUND
INTEREST
TOTAL LIBRARY AND ARTS ENDOWMENT FUND
LIBRARY GIFTS/BEQUESTS
GIFTS/BEQUESTS
INTEREST
OTHER
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
TOTAL LOCAL CABLE INFRASTRUCTURE FUND
MEDIAN MAINTENANCE
MEDIAN MAINTENANCE FEES
OTHER
TOTAL MEDIAN MAINTENANCE
PARKING IN LIEU
IN LIEU FEES
INTEREST
TOTAL PARKING IN LIEU
I
CITY OF CARLSBAD
OPERA TING FUNDS
REVENUE ESTIMATES
ACTUAL PROJECTED
REVENUE REVENUE
2016-17 2017-18
$127,165 $930,000
238,665 240,000
212,681 390,000
234,693 42,000
813,204 1,602,000
50,500 0
3,400 15,000
53,900 15,000
73,695 85,000
3,374 19,000
77,069 104,000
226,518 186,000
1,092 4,000
227,610 190,000
2,723 14,000
2,723 14,000
870,446 195,000
(37) 15,100
188,060 0
1,058,469 210,100
11,354 41,000
634 3,000
1,759 3,000
13,747 47,000
2,374 11,000
2,374 11,000
140,230 50,000
(1,449) 0
138,781 50,000
690 3,000
690 3,000
254,206 238,500
275 4,500
0 0
254,481 243,000
569,421 622,000
7,022 41 ,600
0 0
576,443 663,600
341 ,095 325,000
(720) 8,000
340,375 333,000
358,130 360,000
380,282 665,000
738,412 1,025,000
238,440 135,000
2,985 8,000
241,425 143,000
ESTIMATED CHANGE AS% DIFFERENCE
REVENUE OF FY 17-18 2017-18 TO
2018-19 PROJECTED 2018-19
$50,000 -94.6% ($880,000)
240,000 0.0% 0
324,000 -16.9% (66,000)
40,000 -4.8% (2,000)
654,000 -59.2% (948,000)
0 0.0% 0
15,000 0.0% 0
15,000 0.0% 0
100,000 17.7% 15,000
14,000 -26.3% (5,000)
114,000 9.6% 10,000
186,000 0.0% 0
4,000 0.0% 0
190,000 0.0% 0
16,000 14.3% 2,000
16,000 14.3% 2,000
513,000 163.1% 318,000
0 -100.0% (15,100)
0 0.0% 0
513,000 144.2% 302,900
36,000 -12.2% (5,000)
3,000 0.0% 0
3,000 0.0% 0
42,000 -10.6% (5,000)
11,000 0.0% 0
11,000 0.0% 0
50,000 0.0% 0
0 0.0% 0
50,000 0.0% 0
3,000 0.0% 0
3,000 0.0% 0
239,000 0.2% 500
4,500 0.0% 0
0 0.0% 0
243,500 0.2% 500
629,000 1.1% 7,000
43,500 4.6% 1,900
0 0.0% 0
672,500 1.3% 8,900
325,000 0.0% 0
8,000 0.0% 0
333,000 0.0% 0
362,000 0.6% 2,000
500,000 -24.8% (165,000)
862,000 -15.9% (163,000)
100,000 -25.9% (35,000)
8,000 0.0% 0
108,000 -24.5% (35,000)
May 22, 2018 Item #10 Page 33 of 66
REVENUE SOURCE
I SPECIAL REVENUE FUNDS -CONTINUED I
POLICE ASSET FORFEITURE
ASSET FORFEITURES
INTEREST
TOTAL POLICE ASSET FORFEITURE
POLICE GRANTS
FEDERAL GRANT
TOTAL POLICE GRANTS
RECREATION DONATIONS
DONATIONS & GRANTS
INTEREST
TOTAL RECREATION DONATIONS
RENTAL ASSISTANCE
FEDERAL GRANT
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
OTHER
TOTAL STREET TREE MAINTENANCE
TOTAL SPECIAL REVENUE FUNDS
CITY OF CARLSBAD
OPERA TING FUNDS
REVENUE ESTIMATES
ACTUAL PROJECTED
REVENUE REVENUE
2016-17 2017-18
43,129 8,000
974 3,000
44,103 11,000
122,136 594,609
122,136 594,609
71,257 77,500
1,003 2,000
72,260 79,500
6,659,920 6,700,000
49,578 60,500
6,709,498 6,760,500
12,634 11,000
873 4,000
13,311 13,000
26,818 28,000
738,635 740,000
187,632 180,000
4,807 30,000
931,074 950,000
466,679 468,000
128,691 102,700
595,370 570,700
$13,040,962 $13,648,009
ESTIMATED CHANGE AS% DIFFERENCE
REVENUE OF FY 17-18 2017-18 TO
2018-19 PROJECTED 2018-19
8,000 0.0% 0
3,000 0.0% 0
11,000 0.0% 0
0 -100.0% (594,609)
0 -100.0% (594,609)
71,000 -8.4% {6,500)
2,000 0.0% 0
73,000 -8.2% {6,500)
6,580,000 -1 .8% (120,000)
38,500 -36.4% (22,000)
6,618,500 -2.1% (142,000)
11,000 0.0% 0
4,000 0.0% 0
13,000 0.0% 0
28,000 0.0% 0
742,000 0.3% 2,000
186,377 3.5% 6,377
23,000 -23.3% (7,000)
951,377 0.1% 1,377
470,000 0.4% 2,000
275,000 167.8% 172,300
745,000 30.5% 174,300
$12,253,877 -10.2% ($1,394,132)
May 22, 2018 Item #10 Page 34 of 66
REVENUE SOURCE
I ENTERPRISE FUNDS I
WATER OPERATIONS
WATER SALES
READY TO SERVE CHARGES
PROPERTY TAXES
NEW ACCOUNT CHARGES
BACK-FLOW PROGRAM FEES
PENAL TY FEES
INTEREST
ENGINEERING OVERHEAD
SERVICE CONNECTION FEES
AGRICULTURAL CREDITS
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
MISC SEWER
ENGINEERING OVERHEAD
PENAL TY FEES
INTEREST
OTHER
TOTAL WASTEWATER OPERATIONS
SOLID WASTE MANAGEMENT
INTEREST
RECYCLING FEES (AB939)
PENAL TY FEES
TRASH SURCHARGE
OTHER
TOTAL SOLID WASTE MANAGEMENT
GOLF COURSE OPERATIONS
INTEREST
CHARGES FOR SERVICES
OTHER
TOTAL GOLF COURSE OPERATIONS
TOTAL ENTERPRISE FUNDS
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
ACTUAL PROJECTED
REVENUE REVENUE
2016-17 2017-18
$25,364,570 $30,000,000
11,771,095 11,700,000
3,543,368 3,726,900
147,940 127,000
161,793 137,500
257,198 301 ,000
58,884 332,000
170,606 104,000
125,176 135,200
0 0
1,019,234 397,000
42,619,864 46,960,600
5,980,522 7,200,000
1,082,516 1,080,000
1,110,690 1,200,000
(33,267) 0
233,737 369,500
8,374,198 9,849,500
13,347,476 13,700,000
32,024 24,200
132,278 80,000
87,300 81,050
22,420 130,000
87,803 60,000
13,709,301 14,075,250
38,417 150,000
349,314 368,000
55,309 55,000
2,897,990 2,947,000
425,696 364,339
3,766,726 3,884,339
49,316 386
7,119,069 7,636,420
362,219 0
7,530,604 7,636,806
$76,000,693 $82,406,495
ESTIMATED CHANGE AS% DIFFERENCE
REVENUE OF FY 17-18 2017-18 TO
2018-19 PROJECTED 2018-19
$30,000,000 0.0% $0
11,700,000 0.0% 0
3,919,500 5.2% 192,600
134,000 5.5% 7,000
149,000 8.4% 11,500
263,200 -12.6% (37,800)
286,600 -13.7% (45,400)
132,000 26.9% 28,000
114,300 -15.5% (20,900)
0 0.0% 0
475,200 19.7% 78,200
47,173,800 0.5% 213,200
7,500,000 4.2% 300,000
1,100,000 1.9% 20,000
1,143,000 -4.8% (57,000)
21,000 0.0% 21 ,000
304,000 -17.7% (65,500)
10,068,000 2.2% 218,500
14,000,000 2.2% 300,000
31,500 30.2% 7,300
124,500 55.6% 44,500
86,500 6.7% 5,450
110,000 -15.4% (20,000)
83,000 38.3% 23,000
14,435,500 2.6% 360,250
150,000 0.0% 0
370,000 0.5% 2,000
55,000 0.0% 0
2,950,000 0.1% 3,000
347,101 -4.7% (17,238)
3,872,101 -0.3% (12,238)
600 55.4% 214
7,934,288 3.9% 297,868
0 0.0% 0
7,934,888 3.9% 298,082
$83,484,289 1.3% $1,077,794
May 22, 2018 Item #10 Page 35 of 66
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
I NTERDEPARTM ENT AL
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
I REDEVELOPMENT OBLIGATION RETIREMENT FUNDS I
VILLAGE RDA OBLIGATION RETIREMENT FUND
TAX INCREMENT
INTEREST
TOTAL VILLAGE OPERATIONS I DEBT SERVICE
TOTAL REDEVELOPMENT FUNDS
I TOTAL OPERATING FUNDS
CITY OF CARLSBAD
OPERATING FUNDS
REVENUE ESTIMATES
ACTUAL PROJECTED
REVENUE REVENUE
2016-17 2017-18
$2,375,780 $2,731,260
32,844 155,000
1,320,989 1,512,000
3,729,613 4,398,260
1,951,580 1,991,540
9,370 55,000
18,933 10,000
1,979,883 2,056,540
809,381 680,000
132,882 145,000
942,263 825,000
2,603,630 2,572,286
1,727 9,700
34,809 18,000
2,640,166 2,599,986
2,368,596 2,047,109
42,394 249,000
289,049 2,700
2,700,039 2,298,809
9,149,068 8,692,432
14,815 93,000
48,350 0
9,212,233 8,785,432
$21,204,197 $20,964,027
2,454,954 3,590,000
7,766 6,000
2,462,720 3,596,000
$2,462,720 $3,596,000
$264,840,843 $278,153,531
ESTIMATED CHANGE AS% DIFFERENCE
REVENUE OF FY 17-18 2017-18 TO
2018-19 PROJECTED 2018-19
$3,004,370 10.0% $273,110
132,000 -14.8% (23,000)
1,500,000 -0.8% (12,000)
4,636,370 5.4% 238,110
2,091,150 5.0% 99,610
50,000 -9.1% (5,000)
0 -100.0% (10,000)
2,141,150 4.1% 84,610
680,000 0.0% 0
140,000 -3.5% (5,000)
820,000 -0.6% (5,000)
2,596,802 1.0% 24,516
7,000 -27.8% (2,700)
10,000 -44.4% (8,000)
2,613,802 0.5% 13,816
2,272,471 11.0% 225,362
180,000 -27.7% (69,000)
69,000 2455.6% 66,300
2,521 ,471 9.7% 222,662
11,125,832 28.0% 2,433,400
80,000 -14.0% (13,000)
0 0.0% 0
11,205,832 27.6% 2,420,400
$23,938,625 14.2% $2,974,598
3,700,000 3.1% 110,000
6,000 0.0% 0
3,706,000 3.1% 110,000
$3,706,000 3.1% $110,000
$287,718,048 3.4% $9,564,517 I
May 22, 2018 Item #10 Page 36 of 66
DEPARTMENT
I GENERAL FUND I
POLICY AND LEADERS.HIP GROUP
CITY COUNCIL
CITY ATIORNEY
CITY CLERK & RECORDS MANAGEMENT
CITY MANAGER
CITY TREASURER
COMMUNITY OUTREACH AND ENGAGEMENT
TOTAL POLICY AND LEADERSHIP GROUP
ADMINISTRATIVE SERVICES
FINANCE
HUMAN RESOURCES
TOTAL ADMINISTRATIVE SERVICES
COMMUNITY SERVICES
COMMUNITY AND ECONOMIC DEVELOPMENT
HOUSING AND NEIGHBORHOOD 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
GENERAL SERVICES
TRANSPORTATION
TOTAL PUBLIC WORKS
MISCELLANEOUS NON-DEPARTMENTAL
EXPENDITURES
COMMUNITY CONTRIBUTIONS
DUES & SUBSCRIPTIONS
LEGAL SERVICES
PROFESSIONAL SERVICES
OTHER MISCELLANEOUS EXPENDITURES
PERSONNEL RELATED
PROPERTY TAX & OTHER ADMINISTRATION
TOTAL EXPENDITURES
CITY OF CARLSBAD
OPERATING FUNDS
BUDGET EXPENDITURE SCHEDULE
2017-18
2015-16 2016-17 ESTIMATED
ACTUAL* ACTUALS EXPENDITURES
$444,127 $416,688 $399,000
1,467,833 1,541 ,716 1,650,000
799,184 941,016 835,000
1,936,727 1,963,818 2,260,000
207,638 203,614 250,000
1,326,449 1,491,473 1,475,000
6,181,958 6,558,325 6,869,000
4,189,451 4,215,040 4,473,000
2,959,875 2,956,469 3,000,000
7,149,326 7,171,509 7,473,000
9,555,376 9,538,140 9,000,000
769,624 1,021,746 1,157,000
12,095,073 12,525,663 12,100,000
14,558,962 15,192,708 16,220,000
36,979,035 38,278,257 38,477,000
20,727,076 23,247,660 22,300,000
30,910,877 33,729,287 34,700,000
51,637,953 56,976,947 57,000,000
1,693,614 1,837,702 1,560,000
382,314 459,659 485,000
7,882,987 7,779,659 7,436,000'
5,780,410 5,941,560 5,950,000
15,739,325 16,018,580 15,431,000
27,795 23,365 10,000
50,493 50,012 55,000
145,755 305,473 500,000
1,018,150 113,864 60,000
1,396,086 1,636,457 300,000
160,691 150,735 132,318
617,125 638,325 703,750
3,416,095 2,918,231 1,761,068
EXHIBIT 4
%1NCR/(DECR)
17-18 BUD
2017-18 2018-19 TO
BUDGET BUDGET 18-19 BUD
$478,863 484,436 1.2%
1,685,647 1,799,072 6.7%
999,583 1,155,991 15.6%
2,542,817 2,844,857 11.9%
207,461 226,804 9.3%
1,511,987 1,448,034 -4.2%
7,426,358 7,959,194 7.2%
4,345,778 5,815,571 33.8%
3,419,294 4,220,912 23.4%
7,765,072 10,036,483 29.3%
9,861 ,256 9,806,140 -0.6%
1,282,231 1,458,903 13.8%
12,616,162 12,908,338 2.3%
16,014,041 18,160,929 13.4%
39,773,690 42,334,310 6.4%
21,755,772 23,285,123 7.0%
35,403,683 36,717,302 3.7%
57,159,455 60,002,425 5.0%
2,119,896 1,822,723 -14.0%
562,485 776,876 38.1%
8,353,243 8,766,722 4.9%
6,432,600 7,493,933 16.5%
17,468,224 18,860,254 8.0%
0 0
55,000 55,000 0.0%
300,000 500,000 66.7%
88,000 38,000 -56.8%
0 0
1,030,000 220,000 -78.6%
720,000 780,000 8.3%
2,193,000 1,593,000 -27.4%
May 22, 2018 Item #10 Page 37 of 66
DEPARTMENT I GENERAL FUND -CONTINUED I
TRANSFERS
INFRASTRUCTURE REPLACEMENT FUND
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
\SPECIAL REVENUE FUNDS
AFFORDABLE HOUSING
AGRICULTURAL MITIGATION FEE
BUENA VISTA CHANNEL MAINTENANCE
CITIZEN'S OPTION FOR PUBLIC SAFETY
COMMUNITY ACTIVITY GRANTS
COMMUNITY DEVELOPMENT BLOCK GRANT
CULTURAL ARTS DONATIONS
FLOWER FIELDS FOUNDATION
HABITAT MITIGATION FEE
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
CITY OF CARLSBAD
OPERATING FUNDS
BUDGET EXPENDITURE SCHEDULE
2017-18
2015-16 2016-17 ESTIMATED
ACTUAL* ACTUALS EXPENDITURES
8,952,000 9,460,000 9,970,000
1,049,795 0 0
860,000 500,000 750,000
190,402 255,862 235,000
1,500,000 1,697,000 1,500,000
12,552,197 11,912,862 12,455,000
15,968,292 14,831,093 14,216,068
133,655,889 139,834,711 139,466,068
0 0 0
$133,655,889 $139,834,711 $139,466,068
$567,579 $552,586 $350,000
316,627 140,130 300,000
116,019 97,054 163,900
193,002 195,934 230,000
10,000 5,642 10,000
322,830 750,523 175,000
26,884 26,794 56,000
0 16,678 0
6,247 5,161 0
3,907 5,179 6,000
176,547 309,353 90,000
242,802 219,003 307,500
506,482 341,557 170,000
834,917 803,302 942,000
43,332 43,871 44,000
149,704 113,086 20,000
324,642 107,622 42,000
58,102 89,347 122,000
6,113,902 6,877,237 7,100,000
22,695 35,965 88,000
912,563 590,509 655,000
541 ,026 602,422 711 ,000
$11,489,809 $11,928,955 $11,582,400
2017-18 2018-19
BUDGET BUDGET
9,970,000 10,681,000
0 0
750,000 775,000
235,000 247,101
1,500,000 1,500,000
12,455,000 13,203,101
14,648,000 14,796,101
144,240,799 153,988,767
1,500,000 1,500,000
$145,740,799 $155,488,767
$546,889 $510,989
0 0
190,128 194,882
151,774 256,732
10,000 10,000
507,796 516,899
51,536 54,150
0 0
0 0
6,000 4,000
270,000 249,765
310,420 331,000
196,500 489,780
1,141,987 1,181,420
44,000 45,000
87,294 88,600
0 0
150,867 133,600
6,686,440 7,113,824
88,500 71 ,200
1,004,288 1,020,420
572,381 725,783
$12,016,800 $12,998,044
ESTIMATED EXPENDITURES MAY EXCEED ADOPTED BUDGET SINCE THEY INCLUDE PRIOR YEAR BUDGET APPROPRIATIONS.
%1NCR/(DECR)
17-18 BUD
TO
18-19 BUD
7.1%
3.3%
5.1%
0.0%
6.0%
1.0%
6.8%
0.0%
6.7%
-6.6%
2.5%
69.2%
0.0%
1.8%
5.1%
-33.3%
-7.5%
6.6%
149.3%
3.5%
2.3%
1.5%
-11.4%
6.4%
-19.5%
1.6%
26.8%
8.2%
May 22, 2018 Item #10 Page 38 of 66
DEPARTMENT
I ENTERPRISE FUNDS I
WATER OPERATIONS
RECYCLED WATER OPERATIONS
WASTEWATER OPERATIONS
SOLID WASTE MANAGEMENT
GOLF COURSE OPERATIONS
TOTAL ENTERPRISE FUNDS
I INTERNAL SERVICE FUNDS I
WORKERS' COMPENSATION
RISK MANAGEMENT
SELF-INSURED BENEFITS
VEHICLE MAINTENANCE
VEHICLE REPLACEMENT
INFORMATION TECHNOLOGY
TOTAL INTERNAL SERVICE FUNDS
I REDEVELOPMENT OBLIGATION RETIREMENT FUNDS I
VILLAGE RDA OBLIGATION RETIREMENT FUND
TOTAL REDEVELOPMENT
I TOTAL OPERATING FUNDS
CITY OF CARLSBAD
OPERATING FUNDS
BUDGET EXPENDITURE SCHEDULE
2017-18
2015-16 2016-17 ESTIMATED
ACTUAL* ACTUALS EXPENDITURES
$34,302,276 $39,886,013 $41,910,000
7,737,337 7,714,021 8,144,000
10,518,513 12,344,371 12,278,000
3,077,057 3,249,644 3,150,000
7,516,799 8,568,408 7,483,711
$63,151,982 $71,762,457 $72,965,711
$4,086,059 $1,619,956 4,489,000
504,502 3,964,115 1,593,000
980,821 865,620 761,000
2,498,049 2,463,857 2,440,000
2,814,499 1,312,500 3,114,000
7,443,459 8,492,297 11 ,417,000
$18,327,389 $18,718,345 $23,814,000
$4,882,450 $1,552,562 $1,660,000
$4,882,450 $1,552,562 $1,660,000
$231,507,519 $243,797,030 . $249,488,179
2017-18
BUDGET
$42,323,406
9,084,080
12,738,707
4,070,375
7,489,039
$75,705,607
$4,411,786
2,068,575
1,040,000
3,200,822
2,329,800
9,927,582
$22,978,565
$1,206,119
$1,206,119
$257,647,890
General Fund
Non GF
2018-19
BUDGET
$44,221,643
9,067,679
13,840,192
4,150,540
7,840,063
$79,120,117
$3,990,371
2,374,996
925,000
2,761,138
4,181,662
12,511,626
$26,744,793
$1,524,557
$1,524,557
$275,876,278
$155,488,767
120,387,511
$275,876,278
ESTIMATED EXPENDITURES MAY EXCEED ADOPTED BUDGET SINCE THEY INCLUDE PRIOR YEAR BUDGET APPROPRIATIONS.
%1NCR/(DECR)
17-18 BUD
TO
18-19 BUD
4.5%
-0.2%
8.6%
2.0%
4.7%
4.5%
-9.6%
14.8%
-11.1%
-13.7%
79.5%
26.0%
16.4%
26.4%
26.4%
7.1%1
May 22, 2018 Item #10 Page 39 of 66
EXHIBIT 5
PERSONNEL ALLOCATIONS
FINAL FINAL FINAL PRELIM
BUDGET BUDGET BUDGET BUDGET 2018-19
2015-16 2016-17 2017-18 2018-19 CHANGES
CITY ATTORNEY 7.00 6.00 7.00 7.00 0.00
CITY CLERK & RECORDS MANAGEMENT 5.00 5.00 6.00 6.00 0.00
CITY COUNCIL 1.00 1.00 1.00 1.00 0.00
CITY MANAGER 7.00 8.00 8.00 9.00 1.00
CITY TREASURER 0.75 0.75 0.75 0.75 0.00
COMMUNICATIONS 5.00 5.00 5.00 5.00 0.00
COMMUNITY AND ECONOMIC DEVELOPMENT 44.00 44.00 44.00 46.00 2.00
FINANCE AND RISK MANAGEMENT 32.50 33.00 32.00 32.00 0.00
FIRE 89.00 90.00 90.00 90.00 0.00
HOUSING AND NEIGHBORHOOD SERVICES 13.00 1300 13.00 12.00 (1.00)
HUMAN RESOURCES & WORKERS COMP 11.00 11.00 11.00 11.00 0.00
INFORMATION TECHNOLOGY* 19.50 20.00 27.00 32.00 5.00
LIBRARY & CULTURAL ARTS 50.50 50.50 50.50 50.50 0.00
PARKS AND RECREATION 58.15 57.15 57.00 55.00 (2.00)
POLICE* 168.00 168.00 168.00 168.00 0.00
PUBLIC WORKS -ADMINISTRATION 8.05 9.85 12.30 7.65 (4.65)
PUBLIC WORKS -ENVIRONMENTAL MANAGEMENT 8.50 9.50 9.70 9.60 (0.10)
PUBLIC WORKS -GENERAL SERVICES 28.10 51.30 52.00 53.00 1.00
PUBLIC WORKS -TRANSPORTATION 57.35 33.00 32.00 35.00 3.00
PUBLIC WORKS -UTILITIES 60.85 60.20 59.00 61.75 2.75
PERMANENT FULL AND 3/4 TIME LABOR FORCE 674.25 676.25 685.25 692.25 7.00
SUMMARY OF REQUESTED LABOR FORCE BY CATEGORY
2015-16 2016-17 2017-18 2018-19 Difference
Limited Term Personnel 3.75 6.75 7.75 4.75 (3.00)
Hourly Full Time Equivalent Personnel 159.51 162.76 179.09 182.37 3.28
TOTAL LABOR FORCE 837.51 845.76 872.09 879.37 7.28
*In 2018-19, Police IT was consolidated with City IT, resulting in the transfer of 5.0 FTE's.
May 22, 2018 Item #10 Page 40 of 66
Section 1
General City Service Fees
Page 1
May 22, 2018 Item #10 Page 42 of 66
Category
City Clerk
City Clerk
City Clerk
City Clerk
City Clerk
City Clerk
City Clerk
City Clerk
City Clerk
City Clerk
Misc. Fees
Misc. Fees
Misc. Fees
Misc. Fees
Misc. Fees
Misc. Fees
Misc. Fees
Misc. Fees
Misc. Fees
Misc. Fees
Misc. Fees
Fire
Fire
Fire
Fire
Fire
Fire
Fire
Fire
Fire I Ambulance
Fire I Ambulance
Fire I Ambulance
Fire I Ambulance
Fire I Ambulance
Fire I Ambulance
Fire I Ambulance
Fire I Ambulance
Fire I Ambulance
Fire I Ambulance
Fire I Ambulance
Fire I Ambulance
Fire I Ambulance
Library
Library
Library
Library
Library
City of Carlsbad
Master Fee Schedule 2018-19
General City Service Fees
Fee Description
Blueprinting of Standard Size (24" x 36") Improvement Plan Sheet (cost for each)
Campaign Statements (per page), set by California Fair Political Practices Commission
(FPPC)
City Clerk -CD Copy
City Clerk -Certification Charge (per document)
Conflict of Interest Statement (per page), set by California Fair Political Practices
Commission (FPPC)
Copies -Black & White (each)
Copies -Color (each)
Deposition Subpoena
DVD Copy, including Council Meeting on DVD
Records Subpoena
Administrative Fee for 1915 Act Bond Call -1% of principal being repaid
(For all Assessment Districts using 1915 Act Bonds)
Business License -additional fee, per license, per State of California 581186. The business
license tax per license is a separate charge and is per Municipal Code 5.08.
Business License -master list of active business licenses
Business License -monthly list of new licenses
Cable Channel Administration Fee
Electric Vehicle Charging Fee
GIS -digital data delivery, production of new documents, reproduction of existing
documents, and technical services (per hour+ overhead)
Hearing Disposition Services for Parking Citations -Personal Hearings
Hearing Disposition Services for Parking Citations -Written Review
Publications -As Determined by the City Manager
Returned Check Fee
Bicycle Licenses
Bicycle Licenses -Replacement or Transfer
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
Special Event -per fire personnel per hour (consistent with city payroll records)
Ambulance Fee -Advanced Life Support 1-Assessment/Non-Transport with medication
Given. No charge for assessment non-transport if no medication given.
Ambulance Fee -Advanced Life Support 1-Non-Resident -plus Level I or Level II supplies
and medications
Ambulance Fee -Advanced Life Support 1-Resident -plus Level I or Level II supplies and
medications
Ambulance Fee -Advanced Life Support 2 -Non-Resident -plus Level II supplies and
medications
Ambulance Fee -Advanced Life Support 2 -Resident -plus Level II supplies and
medications
Ambulance Fee -Mileage Charge -per mile
Ambulance Fee -Oxygen Charge
Ambulance Fee BLS -Base Rate -Non-Resident
Ambulance Fee BLS -Base Rate -Resident
Ambulance Transport -Community Paramedicine ALS -Resident -plus Level I or Level II
supplies and medications
Ambulance Transport -Community Paramedicine BLS -Resident
Ambulance Transport including Community Paramedicine -Level I supplies and
medications
Ambulance Transport including Community Paramedicine -Level II supplies and
medications
Carlsbad History Collection Photo Fee -vendor cost of printing historical photos
Library Account Collection Fee
Library Borrowing-Audio Visual Equipment (per item, per day)
Library Borrowing-Audio Visual Insurance fee (per DVD/Video Game)
Library Borrowing-Mobile Device Loan Late Fee (per item, per hour)
Page 2
2017-18 Fee 2018-19 Fee
$5 $5
$0.10 $0.10
$3 $3
$23 $24
$0.10 $0.10
$0.20 $0.20
$1 $1
$275 $275
$9 $9
$15 $15
$50 min/$500 max $50 min/$500 max
New Fee $4
$36 $37
$6 $6
$110/Hour $110/Hour
$0.35 I kWh $0.35 / kWh
Actual Cost Actual Cost
$0 $0
$0 $0
Determined by City Determined by City
Manager Manager
$37 $38
$3 $3
$1 $1
$0 $0
$86 $89
$172 $177
$338 $348
$11 $12
Actual Cost Actual Cost
$204 $206
$1,171 $1,184
$1,171 $1,184
$1,374 $1,389
$1,273 $1,287
$23 $24
$76 $77
$955 $966
$955 $966
$1,171 $1,184
$955 $966
$127 $129
$255 $257
Actual Cost Actual Cost
$10 $10
$5 $5
$1 $1
$5 $5
May 22, 2018 Item #10 Page 43 of 66
Category
Library
Library
Library
Library
Library
Library
Library
Library
Library
Library
Library
Library
Library
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Parking Violations
Police Fees
Police Fees
Police Fees
City of Carlsbad
Master Fee Schedule 2018-19
General City Service Fees
Fee Description
Library Card Replacement
Library Copies/Print-Black & White (each)
Library Copies/Print -Color (each)
Library Hold Request Non-Pickup Fee (per item)
Library Interlibrary Loan
Library Lost/Damaged -DVD/Video Game
Library Lost/Damaged -Library Materials
Library Lost/Damaged Item -beyond repair, book/audio item
Library Lost/Damaged Item -processing fee
Library Overdue Fines -DVD/ Video Game (per day, per item)
Library Overdue Fines -Juvenile Material (per day, per item)
Library Overdue Fines (per day, per item)
Refund Check Processing Fee (Customer Initiated)
22500(a) -In intersection
22500(b) -In cross walk
22500(c) -Red curb
22500(d) -Fire station driveway
22500(e) -Driveway
22500(f) -Sidewalk
22500(g) -Obstructing traffic
22500(h) -Double parking
22500(i) -Bus zone
225000) -Tube or tunnel
22500(k) -Bridge
22500(1) -Blocking Disabled
22500.1 -Fire lane
22502 -18" from curb/wrong way
22507(a) -Oversize Vehicle
22507.8 -Disable space/block access
22514 -Fire hydrant
22515 -Unattended vehicle
22516 -Locked vehicle/passenger inside
22517 -Open/close door in traffic
22520 -Stopping on freeway
22520.S -Vending from Hwy
22521 -> 7.5 ft. from RR tracks
22522 -3 ft. from handicap ramp
22526 -Blocking intersection
23226 -Store open container/pass comp
23333 -Stop/park in vehicle crossing
24003 -Vehicle with unlawful lighting device
24401-Dimmed lights on parked vehicle
24604 -Lamp or flag on projections
24607 -Reflectors on rear
24608 -Reflectors on front and sides
25250 -Unlawful flashing lights
25251-Flashing lights required
25300 -Warn device disabled, parked·vehicle
26451-Set parking brake
27155 -Fuel tank caps
4462(b) -Wrong vehicle registration
5200 -Plates front/back
5201 -Position of plate
5204(a) -Tabs
72 hour parking
Alley parking
Commercial vehicle in residential area
Repair vehicle in street
Safety zone
Administrative Fee -DUI
Audio/Visual Copy
Burglary Alarm Response -Each Additional Occurrence. Per code section 8.50.080(e), Ord
NS-230 phl,2,1993; Ord -53 ph 3, 1989: Ord. 1278 ph 1 (part) 1985)
Page 3
2017-18 Fee 2018-19 Fee
$2 $2
$0.20 $0.20
$1 $1
$1 $1
$5 $5
20% of list price 20% of list price
Variable up to list Variable up to list
price price
List price+ $40 if out List price+ $40 if out
of print of print
$5 $5
$1 $1
$0.10 $0.10
$0.25 $0.25
$20 $20
$38 $38
$38 $38
$38 $38
$38 $38
$38 $38
$38 $38
$38 $38
$38 $38
$260 $260
$38 $38
$38 $38
$320 $320
$50 $50
$38 $38
$50 $50
$340 $340
$38 $38
$38 $38
$50 $50
$50 $50
$38 $38
$50 $50
$38 $38
$320 $320
$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
$100 $100
$38 $38
$38 $38
$38 $38
$68 $68
$50 $50
$50 $50
$50 $50
$50 $50
$20 $20
$46 $48
$60 $60
May 22, 2018 Item #10 Page 44 of 66
Category
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Police Fees
Safety Training Center Facility
Rental
Safety Training Center Facility
Rental
Safety Training Center Facility
Rental
Safety Training Center Facility
Rental
Safety Training Center Facility
Rental
Safety Training Center Facility
Rental
Safety Training Center Facility
Rental
Safety Training Center Facility
Rental
Safety Training Center Facility
Rental
Safety Training Center Facility
Rental
Safety Training Center Facility
Rental
Safety Training Center Facility
Rental
Fee Description
City of Carlsbad
Master Fee Schedule 2018-19
General City Service Fees
Burglary Alarm Response -Second Occurrence (no charge for 1st response if permitted).
Per code section 8.50.080(e}, Ord NS-230 phl,2,1993; Ord -53 ph 3, 1989: Ord. 1278 ph 1
(port) 1985)
Copy Investigation Tapes (plus cost of duplicating the tape)
Dispatch Historical Searches (per month searched)
Entertainment License. Per code section 8.09.070.
False Robbery -Panic Alarm Response -Each Additional Occurrence. Per section
8.50.080(e), Ord NS-230 phl,2,1993; Ord -53 ph 3, 1989: Ord. 1278 ph 1 (port) 1985}
False Robbery -Panic Alarm Response -Second Occurrence (no charge for 1st response)
Per code section 8.50.080(e), Ord NS-230 phl,2,1993; Ord-53 ph 3, 1989: Ord. 1278 ph 1
(port) 1985)
Fingerprinting Fees
Fix-It Ticket, moving violation, with proof of correction
Fix-It Ticket, parking I registration violation, with proof of correction
Handicap Placard Violation
Photograph Copy (fee+ reproduction costs) -Subpoena or Records requests that require
retrieval in QueTel evidence program. Photos/Video must be approved prior to release
for compliance with privacy laws.
Police/Fire -Emergency Response DUI Traffic Collision (max $12,000 per incident)
Production of body worn camera videos. Staff time per hour of production and redaction
of videos.
Proof of Correction Certification -all others
Proof of Correction Certification -Carlsbad Resident or person with CPD citation
Report Copy Fee (Free to Victim) plus cost of reproduction
Special Business Permit (plus fingerprint fee)
Special Event Application -Major (3 or more intersections)(fee + services rendered) *
Special Event Application -Minor (2 or less intersections)(fee + services rendered)*
Special Event Application -Third party Vendor Fee (2nd Day) *
Special Event Application -Third party Vendor Fee (each day thereafter)*
Special Event Application -Third party Vendor Fee (1st Day)*
Special Event City Services -Staff Time (See Carlsbad Municipal Code Section 8.17.070} *
2017-18 Fee 2018-19 Fee
$30 $30
$45 $46
$17 $18
$229 $236
$100 $100
$100 $100
$15 $20
$16 $16
$10 $10
Waived upon proof of Waived upon proof of
correction correction
$16 $16
Actual Cost Actual Cost
Actual Cost Actual Cost
$16 $20
$0 $0
$11 $10
$132 $136
$378 $390
$126 $130
$113 $117
$142 $146
$85 $88
Actual Cost Actual Cost
*Special Events: A valid, unexpired City of Carlsbad Business License is required for all special event Applicants. An amendment to
8.17.070 CMC requires an Applicant to pay o non-refundable fee to allow third party vendors to participate under the Applicant's
business License.
Storage/Impounded Vehicle Administrative Charge $123 $125
Classroom -Full Day $528 $528
Classroom -Half Day $296 $296
Confined Space Prop -Full Day $500 $500
Confined Space Prop -Half Day $250 $250
Grinder -Full Day $418 $418
Grinder -Half Day $236 $236
Grinder/Commercial Prop (No Fire Ops) -Full Day $600 $600
Grinder/Commercial Prop (No Fire Ops) -Half Day $300 $300
Grinder/Residential Prop (No Fire Ops) -Full Day $600 $600
Grinder/Residential Prop (No Fire Ops) -Half Day $300 $300
One Shooting Range -Full Day $1,100 $1,100
One Shooting Range -Half Day $550 $550
Page 4
May 22, 2018 Item #10 Page 45 of 66
Category
Safety Training Center Facility
Rental
Safety Training Center Facility
Rental
Safety Training Center Facility
Rental
Safety Training Center Facility
Rental
Safety Training Center Facility
Rental
Safety Training Center Facility
Rental
Safety Training Center Facility
Rental
Safety Training Center Facility
Rental
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management/ Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Fee Description
PriSim (Training Simulator) -Full Day
PriSim (Training Simulator) -Half Day
Pump Draft Pit -Full Day
Pump Draft Pit -Half Day
Streetscape -Full Day
Streetscape -Half Day
Two Shooting Ranges -Full Day
Two Shooting Ranges -Half Day
City of Carlsbad
Master Fee Schedule 2018-19
General City Service Fees
'
Commercial Cart (1-96 gal trash, 1-96 gal recycling) -Extra pick-up per week (1-96 gal cart
-trash)
Commercial Cart (1-96 gal trash, 1-96 gal recycling) -One pick-up per week (1-96 gal cart -
trash)
Commercial Cart (1-96 gal trash, 1-96 gal recycling) -One pick-up per week (1-96 gal cart -
trash, 1-96 gal cart -recycling)
Commercial Cart (1-96 gal trash, 1-96 gal recycling)-Three pick-ups per week (1-96 gal
cart -trash)
Commercial Cart (1-96 gal trash, 1-96 gal recycling) -Three pick-ups per week (1-96 gal
cart -trash, 1-96 gal cart -recycling)
Commercial Cart (1-96 gal trash, 1-96 gal recycling) -Two pick-ups per week (1-96 gal cart
-trash)
Commercial Cart (1-96 gal trash, 1-96 gal recycling) -Two pick-ups per week (1-96 gal cart
-trash, 1-96 gal cart-recycling)
Commercial Compactor -3-yard bin -extra pick-up
Commercial Compactor -3-yard bin -five pick-ups per week
Commercial Compactor-3-yard bin -four pick-ups per week
Commercial Compactor -3-yard bin -one pick-up per week
Commercial Compactor -3-yard bin -six picks-up per week
Commercial Compactor -3-yard bin -three pick-ups per week
Commercial Compactor -3-yard bin -two pick-ups per week
Commercial Haul Bin Rate -3-yard bin -extra pick-up
Commercial Haul Bin Rate -3-yard bin -five pick-ups per week
Commercial Haul Bin Rate -3-yard bin -four pick-ups per week
Commercial Haul Bin Rate -3-yard bin -one pick-up per week
Commercial Haul Bin Rate -3-yard bin -six pick-ups per week
Commercial Haul Bin Rate -3-yard bin -three pick-ups per week
Commercial Haul Bin Rate - 3-yard bin -two pick-ups per week
Commercial Recycling -3-yard bin -extra pick-up
Commercial Recycling -3-yard bin -five pick-ups per week
Commercial Recycling -3-yard bin -four pick-ups per week
Commercial Recycling -3-yard bin -one pick-up per week
Commercial Recycling - 3-yard bin -seven pick-ups per week
Commercial Recycling -3-yard bin -six pick-ups per week
Commercial Recycling -3-yard bin -three pick-ups per week
Commercial Recycling -3-yard bin -two pick-ups per week
Commercial Recycling -4-yard bin -extra pick-up
Commercial Recycling -4-yard bin -five pick-ups per week
Commercial Recycling -4-yard bin -four pick-ups per week
Commercial Recycling -4-yard bin -one pick-up per week
Commercial Recycling - 4-yard bin -seven pick-ups per week
Commercial Recycling -4-yard bin -six pick-ups per week
Commercial Recycling -4-yard bin -three pick-ups per week
Commercial Recycling -4-yard bin -two pick-ups per week
Commercial Recycling -96 gal cart -extra pick-up
Commercial Recycling -96 gal cart -one pick-up per week
Commercial Recycling -96 gal cart-three pick-ups per week
Commercial Recycling -96 gal cart-two pick-ups per week
Commercial Split Bin 3 Yard -Five pick-ups per week
Commercial Split Bin 3 Yard -Four pick-ups per week
Commercial Split Bin 3 Yard -One pick-up per week
Page 5
2017-18 Fee 2018-19 Fee
$500 $500
$250 $250
$400 $400
$200 $200
$145 $145
$100 $100
$1,250 $1,250
$650 $650
$10.53 $10.78
$22.37 $22.89
$46.91 $48.01
$67.12 $68.68
$119.00 $121.73
$44.75 $45.79
$82.96 $84.90
$61.99 $63.52
$684.82 $703.13
$551.73 $566.46
$152.46 $156.48
$817.93 $839.81
$418.65 $429.82
$285.58 $293.16
$43.03 $44.23
$428.92 $441.19
$354.65 $364.77
$131.83 $135.54
$503.19 $517.61
$280.37 $288.36
$206.11 $211.96
$36.17 $36.99
$289.10 $295.69
$242.20 $247.73
$78.76 $80.56
$404.48 $413.72
$346.70 $354.61
$187.73 $192.01
$133.25 $136.29
$36.77 $37.61
$293.74 $300.46
$246.10 $251.72
$80.04 $81.87
$410.98 $420.39
$352.27 $360.33
$190.75 $195.11
$135.40 $138.49
$8.09 $8.31
$17.66 $18.14
$52.98 $54.42
$35.32 $36.28
$377.96 $386.79
$305.45 $312.58
$87.88 $89.92
May 22, 2018 Item #10 Page 46 of 66
Category
Waste Management I Trash
Waste Management I Trash·
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
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Waste Management/ Trash
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City of Carlsbad
Master Fee Schedule 2018-19
General City Service Fees
Fee Description
Commercial Split Bin 3 Yard -Six pick-ups per week
Commercial Split Bin 3 Yard -Three pick-ups per week
Commercial Split Bin 3 Yard -Two pick-ups per week
Commercial Yard Bins -2-yard bin -extra pick-up
Commercial Yard Bins -2-yard bin -five pick-ups per week
Commercial Yard Bins -2-yard bin -four pick-ups per week
Commercial Yard Bins -2-yard bin -one pick-up per week
Commercial Yard Bins -2-yard bin -six pick-ups per week
Commercial Yard Bins -2-yard bin -three pick-ups per week
Commercial Yard Bins -2-yard bin -two pick-ups per week
Commercial Yard Bins -3-yard bin -extra pick-up
Commercial Yard Bins -3-yard bin -five pick-ups per week
Commercial Yard Bins -3-yard bin -four pick-ups per week
Commercial Yard Bins -3-yard bin -one pick-up per week
Commercial Yard Bins -3-yard bin -six pick-ups per week
Commercial Yard Bins -3-yard bin -three pick-ups per week
Commercial Yard Bins -3-yard bin -two pick-ups per week
Commercial Yard Bins -4-yard bin -extra pick-up
Commercial Yard Bins -4-yard bin -five pick-ups per week
Commercial Yard Bins - 4-yard bin -four pick-ups per week
Commercial Yard Bins -4-yard bin -one pick-up per week
Commercial Yard Bins -4-yard bin -six pick-ups per week
Commercial Yard Bins -4-yard bin -three pick-ups per week
Commercial Yard Bins -4-yard bin -two pick-ups per week
Commercial Yard Bins -5-yard bin -extra pick-up
Commercial Yard Bins -5-yard bin -five pick-ups per week
Commercial Yard Bins -5-yard bin -four pick-ups per week
Commercial Yard Bins -5-yard bin -one pick-up per week
Commercial Yard Bins -5-yard bin -six pick-ups per week
Commercial Yard Bins -5-yard bin -three pick-ups per week
Commercial Yard Bins -5-yard bin -two pick-ups per week
Commercial Yard Waste -3-yard bin -one pick-up per week
Commercial Yard Waste -3-yard bin -two pick-ups per week
Commercial Yard Waste -96 gal cart -extra pick up
Commercial Yard Waste -96 gal cart -one pick-up per week
Construction and Demolition Recycling -3-yard temporary C&D Recycling Bin
Construction and Demolition Recycling -4-yard temporary C&D Recycling Bin
Construction and Demolition Recycling -Special Haul Bin (no Storm Water Fees) 1 week
or less
Other Fees and Charges -Bin Exchange
Other Fees and Charges -Bin Lock Set Up Fee
Other Fees and Charges -Bin paint charge fee -allowed 1 per year. After first paint
within one year, there will be a charge per paint request.
Other Fees and Charges -Bin that needs to be moved: 31 to SO feet
Other Fees and Charges -Bin that needs to be moved: 5 to 30 feet
Other Fees and Charges -Bin that needs to be moved: Special haul bin delivery
Other Fees and Charges -Bin that needs to be moved: Additional 25 feet increments
Other Fees and Charges -Certified burial at Miramar plus special handling fee charged by
Miramar
Other Fees and Charges -Commercial Bin Customers Bulky Item requiring 2 people to
handle
Other Fees and Charges -Commercial Bin Customers Contamination Fee -to recover
costs for separating solid waste placed in a recycling or green waste container or for
arranging a special, unscheduled collection due to contamination.
Other Fees and Charges -Commercial Bin Customers Per Bulky Item -each additional
item
Other Fees and Charges -Commercial Bin Customers Per Bulky Item -first item
Other Fees and Charges -Commercial Bin Customers Scout service per bin per service
Other Fees and Charges -Commercial Return to Service Fee -The return to service fee for
two or more calls in a one-month period by a bin
Other Fees and Charges -Copy Fee -The charge for copies requested by customers
Page 6
2017-18 Fee 2018-19 Fee
$450.49 $461.02
$232.93 $238.37
$160.41 $164.15
$38.52 $39.41
$323.88 $331.59
$262.89 $269.15
$80.14 $82.03
$384.83 $393.99
$202.04 $206.83
$141.08 $144.42
$51.70 $52.89
$467.61 $478.76
$377.94 $386.94
$108.89 $111.47
$557.31 $570.60
$288.26 $295.12
$198.59 $203.31
$61.85 $63.28
$649.28 $664.73
$523.27 $535.71
$145.22 $148.66
$775.30 $793.75
$397.26 $406.71
$271.22 $277.66
$73.66 $73.66
$830.98 $850.73
$668.61 $684.50
$181.56 $185.85
$993.34 $1,016.95
$506.27 $518.29
$343.92 $352.08
$111.13 $113.76
$196.57 $201.27
$9.68 $9.91
$20.78 $21.27
$110.36 $113.49
$119.99 $123.43
$93.02 $95.58
$60.72 $62.10
$37.95 $38.81
$103.57 $106.38
$7.21 $7.38
$5.31 $5.44
$41.48 $42.60
$7.21 $7.38
$324.68 $333.48
$60.67 $62.31
$53.87 $55.33
$10.83 $11.13
$42.25 $43.40
$49.22 $50.32
$66.73 $68.54
$1.42 $1.46
May 22, 2018 Item #10 Page 47 of 66
Category
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
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Waste Management I Trash
Waste Management I Trash
Waste Management I Trash
Misc. Water Fees
Misc. Water Fees
Misc. Water Fees
Misc. Water Fees
Misc. Water Fees
Misc. Water Fees
Misc. Water Fees
Misc. Water Fees
Misc. Water Fees
Misc. Water Fees
Misc. Water Fees
Misc. Water Fees
Misc. Water Fees
Water Service Fees
Water Service Fees
Water Service Fees
Water Service Fees
Water Service Fees
Water Service Fees
Water Service Fees
Water Service Fees
Fee Description
City of Carlsbad
Master Fee Schedule 2018-19
General City Service Fees
Other Fees and Charges -Delivery of extra cart
Other Fees and Charges -Late Fee -There will be a minimum fee on any delinquent
account
Other Fees and Charges -Locking Fee
Other Fees and Charges -Overloaded Bins
Other Fees and Charges -Residential Return to Service Fee -The return to service fee for
two or more calls in a one-month period by a residential customer
Other Fees and Charges -Restart Fee -The fee for restarting commercial service when a
permanent account has been terminated for non-payment.
Other Fees and Charges -Roll off Service - -Dead Run charge
Other Fees and Charges -Roll off Service - -Delivery
Other Fees and Charges -Roll off Service - -Delivery Demo (includes sign age) *New*
Other Fees and Charges -Roll off Service --Disposal Fee per Ton (pass through)
Other Fees and Charges -Roll off Service --Relocation Charge offsite
Other Fees and Charges -Roll off Service --Relocation Charge onsite
Other Fees and Charges -Roll off Service --Roll off -Demurrage Per Day Charge
Other Fees and Charges -Roll off Service --Service Fee -Roll off service
Other Fees and Charges -Roll off Service --Service Fee /Contaminated Load *New*
Other Fees and Charges -Roll off Service --Standby charge per minute after 5 minutes
Other Fees and Charges -Roll off Service --Wash Out Receiver Boxes
Other Fees and Charges -Single and Multi-Family Residents Bulky Item -Exceeding 5 per
pick up -First item
Other Fees and Charges -Single and Multi-Family Residents Bulky Item -Exceeding 5 per
pick up -each additional item
Residential Services -Extra trash cart beyond first cart
Residential Services -Residential -per month (64 or 96 gallon cart)
Residential Services -Residential -per month (35 gallon trash)
Residential Services -Trash Collection -Residential -per month (backyard service)
Residential Services -Two additional Green Waste and/or Recycling carts will be free of
charge, after each additional cart will be charged
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)
Potable Water Meter -Construction Meter Deposit
Potable Water Meter -Construction Meter Installation
Potable Water Meter -Construction Meter Relocation
Recycled Water Meter -Construction Meter Deposit
Recycled Water Meter-Construction Meter Installation
Recycled Water Meter -Construction Meter Relocation
Utility Standards and Specifications (actual cost of reproduction)
Accounts scheduled for termination for non-payment
After Hours Turn-on
Continuity of Service
Door Hanger Electronic (not Physical)
Door Hanger Paper (drive to physical address and hang)
Next Scheduled Day Service Turn on
Per New Account -Service Turn on
Same Day Turn-on (Not Scheduled for That Day)
Page 7
2017-18 Fee 2018-19 Fee
$11.90 $12.23
$3.57 $3.67
$14.43 $14.75
$51.81 $53.22
$33.93 $34.85
$20.36 $20.91
$76.20 $78.27
$56.89 $58.43
$63.43 $63.43
$45.24 $46.74
$63.40 $65.12
$44.44 $45.65
$4.70 $4.83
$221.04 $227.03
$221.04 $227.03
$2.01 $2.07
$50.84 $52.22
$42.25 $43.40
$10.83 $11.13
$2.42 $2.48
$21.04 $21.55
$19.07 $19.51
$26.91 $27.57
$2.42 $2.48
$11 $11
$32 $33
Actual Cost Actual Cost
Actual Cost Actual Cost
Actual Cost Actual Cost
$5 $5
$946 $900
$186 $192
$82 $85
$946 $900
$186 $192
$82 $85
Actual Cost Actual Cost
$39 $40
$173 $178
$11 $12
$1 $1
$16 $16
$63 $65
$39 $40
$146 $150
May 22, 2018 Item #10 Page 48 of 66
Section 2
Development Related Service
Fees
Page 8
May 22, 2018 Item #10 Page 49 of 66
Category
Building Permit Fees
Building Permit Fees
Building Permit Fees
Building Permit Fees
Building Permit Fees
Building Permit Fees
Building Permit Fees
Building Permit Fees
Building Permit Fees
Building Permit Fees I Other Fees
Building Permit Fees I Other Fees
Building Permit Fees I Other Fees
Building Permit Fees I Other Fees
Building Permit Fees I Other Fees
Building Permit Fees I Other Inspections
Building Permit Fees I Other Inspections
Building Permit Fees I Other Inspections
Building Permit Fees I Other Inspections
Building Permit Fees I Other Inspections
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
City of Carlsbad
Master Fee Schedule 2018-19
Development Related Service Fees
Fee Description
Total Valuation -$1 to $500*
Total Valuation -$1,000,001 and up-for the first $1,000,000
plus $1.99 for each additional $1,000 or fraction thereof*
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 -$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 -$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 -$501 to $2,000 -for the first $500 plus
$1.93 for each additional $100 or fraction thereof, to and
including $2,000 *
2017-18 Fee 2018-19 Fee
$15 $15
$3,534 $3,534
$626 $626
$44 $44
$246 $246
$406 $406
$2,037 $2,037
$44 $44
*Or the total hourly cost to the jurisdiction, whichever is greatest. This cost shall include supervision, overhead, equipment,
hourly wages and fringe benefits of the employees involved. Notwithstanding other provisions of this section, the building
permit fee for factory built housing shall be twenty-five percent of the fee shown in table above, and the plan check fee shall
be sixty-five percent of the building permit fee.
Building Permit Revision, Fee+ Third Party Hourly Charge New Fee $35
Building Plan Check Fee 70% of Current Building
(8% discount on repetitive plan checks) 70% of Building Permit Fee Permit Fee
$1.00 per every $25,000 in $1.00 per every $25,000 in
building valuation or fraction building valuation or fraction
thereof, with a minimum fee of thereof, with a minimum fee
SB1473 Green Building State Standards Fee $1.00 of $1.00
(minimum $0.50 fee, pass
(minimum $0.50 fee, pass through from State):
Strong Motion Instrumentation Fee (SMIP) and Seismic through from State): $13.00 per $100,000
Hazard Mapping Fee -Residential $13.00 per $100,000 valuation valuation
(minimum $0.50 fee, pass
(minimum $0.50 fee, pass through from State):
Strong Motion Instrumentation Fee (SMIP) and Seismic through from State): $28.00 per $100,000
Hazard Mapping Fee -Commercial $28.00 per $100,000 valuation valuation
Additional plan review required by changes, additions or
revisions to approved plans, per hour**
(minimum charge -one-half-hour) $65 $117
Green Building Standards Plan Check and Inspection** $170 $175
Inspections for which no fee is specifically indicated, per
hour (minimum charge-one-half hour)** $65 $117
Inspections outside of normal business hours, per
hour(minimum charge-2 hours)** $65 $117
Re-inspection fees, per hour** $65 $117
**Or the total hourly cost to the jurisdiction, whichever is greatest. This cost shall include supervision, overhead,
equipment, hourly wages and fringe benefits of the employees involved. Notwithstanding other provisions of this section,
the building permit fee for factory built housing shall be twenty-five percent of the fee shown in table above, and the plan
check fee shall be sixty1ive percent of the building permit fee.
Adjustment Plat $1,367 $1,410
Affordable Housing Credit Per Unit: Cassia Heights
(Southeast and Southwest quadrants) $60,011 $60,011
Affordable Housing Credit Per Unit: Northwest Quadrants $142,000 $142,000
Affordable Housing Credit Per Unit: Tavarua Senior
Affordable Apartments (Northwest quadrant) $84,000 $84,000
Page 9
May 22, 2018 Item #10 Page 50 of 66
Category
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
City of Carlsbad
Master Fee Schedule 2018-19
Development Related Service Fees
Fee Description
Affordable Housing Credit Per Unit: Villa Loma (Southeast
and Southwest quadrants)
Affordable Housing Impact Fee (per unit)
Affordable Housing In-Lieu Fee (per market rate unit)
Agricultural Mitigation Fee (per net converted acre)
Amendments and Revisions to Approved Projects
Appeals -all development related
Building Code Enforcement
Certificate of Compliance
Certificate of Compliance In Lieu of Parcel Map
Certificate of Correction
Climate Action Plan (CAP) Compliance Review
Coastal Development Permit (CDP): Single Family Lot
Coastal Development Permit (CDP): 2 - 4 unit or lot
subdivision (per unit or lot whichever is greater)
Coastal Development Permit (CDP): 5 or more units or lot
subdivision (per permit)
Coastal Development Permit (CDP): Emergency
Coastal Development Permit (CDP): Exemption
Coastal Development Permit (CDP): Minor Permit
Coastal Development Permit (CDP): Non-Residential + 10
cents per square foot
Community Facilities District Annexation
Compact Disc prepared by Staff (CED)
Conditional Use Permit (CUP): Biological Habitat Preserve
Conditional Use Permit (CUP): Regular
Conditional Use Permit(CUP): Minor
Construction Change Review -Major (fee+ $245 per sheet)
Construction Change Review -Minor (fee+ $155 per sheet)
Copies -black and white (CED)
Copies -color (CED)
Copies -Large eg: 24" x 36" (CED)
Daycare Permit (7 -14 Children)
Developer Agreements -Deposit $10,000 increments
(Consistent with city payroll records+ overhead)
Easement Document Processing and Recording -Major (all
others)
Easement Document Processing and Recording -Minor
(Single Family Lot)
Encroachment Agreement Processing
Environmental Impact Assessment (EIA): All Others*
Environmental Impact Assessment (EIA):* Single Family
Environmental Impact Report (EIR):* Addendum,(+ fully
burdened hourly rate after 1st 10 hours of project planner)
Environmental Impact Report (EIR):* Focused/Supplemental
(requiring a public hearing)(+ fully burdened hourly rate
after 1st 100 hours of project planner or 20 hours of project
engineer)
Environmental Impact Report (EIR):* Review(+ fully
burdened hourly rate after 1st 160 hours of project planner
or 40 hours of project engineer)
*Fish & Game fees are additional to the EIA I EIR fees.
Extensions to projects in process
Fish & Game Fee (set by Department of Fish and Wildlife)**
Environmental Impact Report (EIR)
Page 10
2017-18 Fee f 2018-19 Fee
$48,000 $48,000
$2,915 $2,915
$4,515 $4,515
$10,000 $10,000
50% of current application
50% of original application fee fee
$850 $876
Court costs Court costs
$1,109 $1,144
$2,918 $3,008
$863 $889
New Fee $740
$1,144 $1,180
$2,318 $2,390
$3,774 $3,891
$470 $484
$258 $266
$910 $938
$1,027 $1,059
$1,796 $1,851
$3 $3
$898 $926
$4,765 $4,913
$798 $823
$728 $750
$516 $532
$0.20 $0.20
$1/page $1/page
$5.00/sheet $5.00/sheet
$223 $230
Actual cost Actual cost
$693 $714
$122 $126
$358 $369
$1,837 $1,894
$1,011 $1,042
$2,670 $2,753
$14,343 $14,788
$21,321 $21,982
25% of original fee 25% of current fee
$3,218.00 $3,218.00
May 22, 2018 Item #10 Page 51 of 66
Category
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
City of Carlsbad
Master Fee Schedule 2018-19
Development Related Service Fees
Fee Description
Fish & Game Fee (set by Department of Fish and Wildlife),
Environmental Document pursuant to a Certified Regulatory
Program (CRP)**
Fish & Game Fee (set by Department of Fish and
Wildlife),Negative Declaration (ND) /Mitigated Negative
Declaration (MND)**
**Includes $50.00 County Clerk processing fee.
General Plan Amendment -0 - 5 Acres
General Plan Amendment -Over 5 Acres
Grading Permit Investigation Fee (Consistent with city
payroll records+ overhead)
Habitat Management Plan (HMP): Amendment to Plan
Document -Major(+ fully burdened hourly rate after the 1st
20 hours of project planner)
Habitat Management Plan (HMP): Amendment to Plan
Document -Minor
Habitat Management Plan (HMP): Permit -Major -Habitat
to be preserved
Habitat Management Plan (HMP): Permit -Minor -no
habitat to be preserved
Habitat Management Plan (HMP): Permit -Single Family
Hillside Development Permit -Major
Hillside Development Permit -Minor
Inspection -Additional Planning
Inspection Overtime-per Hour (On Request) -each additional
hour at $70
License Tax on New Construction -Mobile Homes, per lot
Lighting and Landscape District (LLD) #2 Annexation
Local Coastal Plan -Amendment
Local Facilities Management Fees -as established by Council
Local Facilities Management Plan/ Amendment -Fee+
deposit in minimum increments of $5,000
Mapping Fees: Final Tract Map -Major Subdivision (Fee+ $5
per acre)
Mapping Fees: Parcel Map -Minor Subdivision
Master Plan: Major Amendment (Base fee+ fully burdened
hourly rates after the 1st 100 hours of project planner or 40
hours project engineer)
Master Plan: Master Plan (Base fee + fully burdened hourly
rates after the 1st 200 hours of project planner or 100 hours
project engineer)
Master Plan: Minor Amendment (Base fee+ fully burdened
hourly rates after the 1st 20 hours of project planner or 7
hours project engineer)
Master Plan: Pre-Filing Submittal
Neighborhood Improvement Agreements
Non Conforming Construction Permit
Notice Fee(+ postage)
Oversize Load Permit -1 trip (fee set by State)
Oversize Load Permit -Annual/Per Year (fee set by State)
Plan Consistency Determination
Planned Development (residential/non-residential) -5 or
more/Major Subdivision, based on number of units or lots,
whichever is greater
Planned Development (residential/non-residential) -4 or
fewer, based on number of units or lots, whichever is
greater
Planning Commission Agenda and Minutes(+ postage)
Planning Commission Determination -Other
Planning Commission Determination -Single Family
Page 11
2017-18 Fee 2018-19 Fee
$1,127.00 $1,127.00
$2,330.25 $2,330.25
$4,537 $4,677
$6,544 $6,747
Actual Cost Actual Cost
$5,681 $5,857
$3,650 $3,764
$4,154 $4,283
$576 $594
50% Minor Fee 50% Mi nor Fee
$2,670 $2,753
$1,320 $1,361
$99 $102
$123 $127
$2,441 $2,522
$7,524 $7,524
$6,632 $6,837
Actual Cost Actual Cost
$10,000 $10,000
$7,946 $8,193
$3,567 $3,678
$27,789 $28,650
$44,415 $45,792
$1,772 $1,827
$7,553 $7,787
$167 $172
$741 $764
$334 $345
$16 $16
$90 $90
$751 $774
$8,885 $9,161
$3,204 $3,304
Copy Charge Copy Charge
$1,737 $1,791
$1,074 $1,107
May 22, 2018 Item #10 Page 52 of 66
Category
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Developme~t Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
City of Carlsbad
Master Fee Schedule 2018-19
Development Related Service Fees
Fee Description
Plumbing, Electrical and Mechanical Permit (not combined
with Building Permits)
Postage (All)
Precise Development Plan
Preliminary Plan Review -Major (Other)
Preliminary Plan Review -Minor (SFD)
Public Facilities Fees -1.82% of Building Permit Value (inside
CFD)
Public Facilities Fees -3.5% of Building Permit Value (outside
CFD)
Quitclaim of Easement
Reapportionment Fees for 1911 Act Assessment Districts
Reversion to Acreage (Consistent with city payroll records
charged against a $3,100 deposit)
Right-of-Way Permit: Minor -Construction (Single Family,
Pool, Driveway, Spa) and Fencing and Curb Cafe
Construction (Sidewalk Cafe, Outdoor Display)
Right-of-Way Permit: Minor -Non-Construction
Right-of-Way Permit: Utility(+ actual costs for Inspector and
Senior Inspector's time)
Right-of-Way Permit: Utility (by contract)
Right-of-Way Permit: Village Area - Curb Cafe (max of two
parking spaces) -per space/per year
Satellite Antenna Permit
Secured Agreement Processing Extension
Secured Agreement Processing Replacement+ improvement
plan revision fees if required
Segregation of Assessments -1-4 lots (Consistent with city
payroll records+ overhead, consultant cost and recording
fee. Also see Streets and Highways Code Section 8760-8769)
Segregation of Assessments -5 lots or more -fee+ $20 per
lot (Consistent with city payroll records+ overhead,
consultant cost and ,>,,cording fee. Also see Streets and
Highways Code Section 8760-8769)
Sign Program: Modified Minor Sign Program
Sign Program: Modified Regular Sign Program
Sign Program: Sign Permit (including non-commercial)
Sign Program: Sign Program
Site Development Plan -Major - 5 or more units/lots
Site Development Plan -Minor -Residential, less than or
equal to 4 units/lots
Special Use Permit -All
Specific Plan: Amendment -Major -base+ fully burdened
hourly rate after 180 hours project planner, or 30 hours
project engineer
Specific Plan: Amendment -Minor -base+ fully burdened
hourly rate after 20 hours project planner or 7 hours project
engineer
Specific Plan: Base+ fully burdened hourly rate after 1st 200
hours project planner or 60 hours project engineer
Street Name Change
Street Vacation -Street/Public Service Easement Vacation -
Summary
Street Vacation -Street/Public Service Easement Vacation -
Regular
Tentative Tract Maps: Tentative Parcel Map -Minor
Subdivision -0-4 Lots
Tentative Tract Maps: Tentative Tract Map - 5 -49 units/lots
base fee+ $110/unit or lot over 5, whichever is greater
Page 12
2017-18 Fee 2018-19 Fee
$170 $175
Current Postage Rate x Number Current Postage Rate x
of labels Number of labels
$8,087 $8,338
$751 $774
$211 $218
1.82% of Building Permit
1.82% of Building Permit Value Valuation
3.5% of Building Permit
3.5% of Building Permit Value Valuation
$728 $750
Actual Cost Actual Cost
Actual Cost Charged against Actual Cost Charged against
$3,100 Deposit $3,100 Deposit
$370 $381
$182 $188
$786 $811
$786 $811
$1,200 $1,200
$446 $460
$434 $448
$798 $823
Actual Cost Actual Cost
Actual Cost Actual Cost
$742 $765
$2,795 $2,882
$65 $67
$1,121 $1,156
$12,043 $12,416
$4,748 $4,895
$3,644 $3,757
$23,874 $24,614
$1,543 $1,591
$37,097 $38,247
$1,737 $1,791
$1,409 $1,452
$3,550 $3,660
$4,044 $4,169
$8,756 $9,028
May 22, 2018 Item #10 Page 53 of 66
Category
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Development Processing Fees
Fire/ Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire/ Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire/ Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire/ Dev. Apps, Plan Review, & lnspec.
Fire/ Dev. Apps, Plan Review, & lnspec.
Fire/ Dev. Apps, Plan Review, & lnspec.
Fire/ Dev. Apps, Plan Review, & lnspec.
Fire/ Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire/ Dev. Apps, Plan Review, & lnspec.
Fire/ Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire/ Dev. Apps, Plan Review, & lnspec.
City of Carlsbad
Master Fee Schedule 2018-19
Development Related Service Fees
Fee Description
Tentative Tract Maps: Tentative Tract Map -50 + units/lots -
base fee+ $15/unit or lot over 49, whichever is greater
Tentative Tract Maps: Tentative Tract Map Litigation Stay
Third Party Review -+ consultant cost
Third Party Review -ENG
Trails -Inspection
Trails -Trail Plan Check
Variance
Variance -Administrative
Village Area -Parking In Lieu Fee -Village Area
Village Area Review -Major -Plus Noticing Costs
Village Area Review -Minor -Plus Noticing Costs
Village Area Review -Administrative
Water Heater Permit
Wireless Communication Third Party Review
Zone Change - 5 or fewer acres
Zone Change -5.1 or more acres
Zone Code Compliance Letter
Zoning Map 1000 Scale
Zoning Map 1000 Scale -Color
Zoning Map 500 Scale
Building Construction Plan (Architectural Review) -A-1
Occupancies-New
Building Construction Plan (Architectural Review) -A-1
Occupancies-Tenant Improvement
Building Construction Plan (Architectural Review) -A-2 & A-3
Occupancies-New
Building Construction Plan (Architectural Review) -A-2 & A-3
Occupancies-Tenant Improvement
Building Construction Plan (Architectural Review) -A-4 & A-5
Occupancies-New
Building Construction Plan (Architectural Review) -A-4 & A-5
Occupancies-Tenant Improvement
Building Construction Plan (Architectural Review) -E
Occupancies (Daycare only)
Building Construction Plan (Architectural Review) -E
Occupancies New
Building Construction Plan (Architectural Review) - E
Occupancies -Tenant Improvement
Building Construction Plan (Architectural Review) - F
Occupancies New
Building Construction Plan (Architectural Review) -F
Occupancies Tenant Improvement
Building Construction Plan (Architectural Review) -H
Occupancies (Not including Chem Class) New
Building Construction Plan (Architectural Review) -H
Occupancies (Not including Chem Class) Tenant
Improvement
Building Construction Plan (Architectural Review) - I
Occupancies New
Building Construction Plan (Architectural Review) -I
Occupancies Tenant Improvement
Building Construction Plan (Architectural Review) - L
Occupancies new
Building Construction Plan (Architectural Review) -L
Occupancies Tenant Improvement
Building Construction Plan (Architectural Review) -R
Occupancies-all Tenant Improvements
Building Construction Plan (Architectural Review) -R-1 & R-2
Occupancies SO units and above New
Building Construction Plan (Architectural Review) -R-1 & R-2
Occupancies under SO units New
Building Construction Plan (Architectural Review) -R-3
Townhomes New
Page 13
2017-18 Fee 2018-19 Fee
$17,501 $18,043
25% of original fee 25% of current fee
$792 $817
New Fee Actual Cost
$319 $329
$1,488 $1,534
$3,005 $3,098
$798 $823
$11,240 $11,240
$3,090 $3,186
$1,686 $1,738
$450 $450
New Fee $98
Actual Cost Actual Cost
$5,211 $5,373
$7,060 $7,279
$123 $127
$5 $5
$10 $10
$3 $3
$1,152 $1,188
$881 $908
$790 $814
$609 $628
$1,152 $1,188
$881 $908
$461 $475
$1,152 $1,188
$881 $908
$790 $814
$609 $628
$790 $814
$609 $628
$790 $814
$609 $628
$461 $475
$362 $373
$609 $628
$1,424 $1,468
$1,152 $1,188
$790 $814
May 22, 2018 Item #10 Page 54 of 66
Category
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & Ins pee.
Fire I Dev. Apps, Plan Review, & Ins pee.
Fire/ Dev. Apps, Plan Review, & lnspec.
Fire/ Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & Ins pee.
Fire/ Dev. Apps, Plan Review, & lnspec.
Fire/ Dev. Apps, Plan Review, & lnspec.
Fire/ Dev. Apps, Plan Review, & Ins pee.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & Ins pee.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & Ins pee.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & Ins pee.
Fire I Dev. Apps, Plan Review, & Ins pee.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & Ins pee.
City of Carlsbad
Master Fee Schedule 2018-19
Development Related Service Fees
Fee Description
Building Construction Plan (Architectural Review) - S
Occupancies 50,000 sq. ft. and above-New
Building Construction Plan (Architectural Review) -S
Occupancies 50,000 sq. ft. and above-Tenant Improvement
Building Construction Plan (Architectural Review) -S
Occupancies under SO, 000 sq. ft.-Tenant Improvement
Building Construction Plan (Architectural Review) - S
Occupancies under 50,000 sq. ft.-New
Building Construction Plan (Plan Review & Inspection -
Vegetation Fuel Modification-Tract 75 and above Homes
Building Construction Plan (Plan Review & Inspection) -
Hazardous Materials Storage-Chem Class under 10
Chemicals
Building Construction Plan (Plan Review & Inspection) -
Storage Tanks -Each Additional tank
Building Construction Plan (Plan Review & Inspection) -
Aboveground Storage Tanks (First tank)
Building Construction Plan (Plan Review & Inspection) -
Hazardous Materials Storage-Chem Class 10-25 Chemicals
Building Construction Plan (Plan Review & Inspection) -High
Piled Storage
Building Construction Plan (Plan Review & Inspection) -High
Rise Structure -Per Additional Floor
Building Construction Plan (Plan Review & Inspection) -High
Rise Structure greater than 55 feet
Building Construction Plan (Plan Review & Inspection) -
Smoke Control-Rational Analysis & Plan Review
Building Construction Plan (Plan Review & Inspection) -
Underground Storage Tanks (First tank)
Building Construction Plan (Plan Review & Inspection) -
Vegetation Fuel Modification-Custom Home
Building Construction Plan (Plan Review & Inspection) -
Vegetation Fuel Modification-Tract under 75 Homes
Building Construction Plan (Plan Review & Inspection)-
Hazardous Materials Storage -Chem Class over 100
Chemicals
Building Construction Plan(Plan Review & Inspection) -
Hazardous Materials Storage-Chem Class 26-100 Chemicals
New Alarm System -Per Additional Inspection
New Alarm System -Per Additional Plan Type
New Sprinkler System -ESFP Fire Sprinkler System -Per
Additional Inspection
New Sprinkler System -ESFR Fire Sprinkler System with In-
Rack Sprinklers -Per Additional Inspection
New Sprinkler System -NFPA 13 System (Over 100 heads) -
Per Additional Inspection
New Sprinkler System -NFPA 13 System (Over 100 heads) -
Per Additional Plan Type
New Sprinkler System -NFPA 13 System (Under 100 heads) -
Per Additional Inspection
New Sprinkler System -NFPA 13 System (Under 100 heads) -
Per Additional Plan Type
New Sprinkler System -NFPA BR System 3-16 units (per
building) -Per Additional Inspection (per building)
Page 14
2017-18 Fee 2018-19 Fee
$856 $883
$658 $678
$362 $373
$461 $475
$1,260 $1,299
$470 $485
$99 $102
$700 $722
$733 $756
$733 $756
$263 $271
$329 $339
$1,326 $1,367
$634 $654
$470 $485
$865 $892
$1,392 $1,435
$1,062 $1,095
$691 $712
$428 $441
$99 $102
$99 $102
$99 $102
$362 $373
$99 $102
$198 $204
$362 $373
May 22, 2018 Item #10 Page 55 of 66
Category
Fire I Dev. Apps, Plan Review, & lnspec.
Fire/ Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & Ins pee.
Fire I Dev. Apps, Plan Review, & Ins pee.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & Ins pee.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & lnspec.
Fire I Dev. Apps, Plan Review, & Ins pee.
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire/ Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fee Description
City of Carlsbad
Master Fee Schedule 2018-19
Development Related Service Fees
New Sprinkler System -NFPA 13R System 3-16 units (per
building) -Per Additional Plan Type
Sprinkler Monitoring -Per Additional Inspection
Sprinkler Monitoring -Per Additional Plan Type
Tenant Improvement Fire Alarm System -Per Additional
Inspection
Tenant Improvement Fire Alarm System -Per Additional Plan
Type
Tenant Improvement Sprinkler System -NFPA 13 or 13R
System -7 to 100 heads -Per Additional Inspection
Tenant Improvement Sprinkler System -NFPA 13 or 13R
System - 7 to 100 heads -Per Additional Plan Type
Tenant Improvement Sprinkler System -NFPA 13 or 13R
System -Over 100 heads -Per Additional Inspection
Tenant Improvement Sprinkler System -NFPA 13 or 13R
System -Over 100 heads -Per Additional Plan Type
2017-18 Fee 2018-19 Fee
$362 $373
$132 $136
$132 $136
$263 $271
$165 $170
$263 $271
$165 $170
$329 $339
$198 $204
For services requested of City staff which have no fee listed in this fee schedule, the City Manager or the City Manager's
designee shall determine the appropriate fee based an the established hourly rates for this division. Additionally, the City
will poss-through to the applicant any discrete costs incurred from the use of external service providers if required to
process the specific application.
Alarm Systems -New Alarm System $1,227 $1,265
Alarm Systems -Sprinkler Monitoring $371 $383
Alarm Systems -Tenant Improvement Fire Alarm System $601 $620
New Sprinkler System -ESFP Fire Sprinkler System (Initial
system) $832 $858
New Sprinkler System -ESFR Fire Sprinkler System with In-
Rack Sprinklers $964 $994
New Sprinkler System -ESFR with in rack sprinklers -Each
additional System $230 $237
New Sprinkler System -Fire Pump (First pump) $766 $790
New Sprinkler System -NFPA 13 System (Over 100 heads-
includes one riser) $832 $858
New Sprinkler System -NFPA 13 System (Over 100 heads-
includes one riser) -Each Additional Riser $230 $237
New Sprinkler System -NFPA 13 System (Under 100 heads) $601 $620
New Sprinkler System -NFPA 13D Single Family System
(Inspection per building) $121 $125
New Sprinkler System -NFPA 13D Single Family System (Plan
Review Per Initial or Single Plan Type) $239 $246
New Sprinkler System -NFPA 13R System 3-16 units (per
building) $832 $858
New Sprinkler System -Underground Piping with 5 or more
Hydrants/Risers $966 $996
New Sprinkler System -Underground Piping with up to 4
Hydrants/Risers $733 $756
New Sprinkler System Fire Pump (First Pump) -Each
Additional pump $263 $271
NFPA 13D New Sprinkler System -Per Additional Plan Type $132 $136
Other Extinguishing Systems -Gas Systems (Med Gas,
Industrial Gas, LPG) $404 $417
Other Extinguishing Systems -Hood & Duct -Initial system $404 $417
Other Extinguishing Systems -Hood & Duct Each additional
system $198 $204
Other Extinguishing Systems -Pre-Action System with Alarm $536 $553
Other Extinguishing Systems -Refrigeration Systems over
500 lbs. $1,194 $1,231
Page 15
May 22, 2018 Item #10 Page 56 of 66
Category
Fire/ Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire I Fire Exiting.& Alarm Systems
Fire/ Fire Exiting.& Alarm Systems
Fire/ Fire Exiting.& Alarm Systems
Fire/ Fire Exiting.& Alarm Systems
Fire/ Fire Exiting.& Alarm Systems
Fire I Other Fire Fees
Fire/ Other Fire Fees
Fire I Other Fire Fees
Fire/ Other Fire Fees
Fire I Other Fire Fees
Fire I Other Fire Fees
Fire I Other Fire Fees
Fire I Other Fire Fees
Fire I Other Fire Fees
Fire/ Other Fire Fees
Fire I Other Fire Fees
Fire/ Other Fire Fees
Fire/ Other Fire Fees
Fire/ Other Fire Fees
Fire I Other Fire Fees
Fire I Other Fire Fees
Fire I Other Fire Fees
Fire I Other Fire Fees
Fire I Other Fire Fees
Grading Fees I Grading Permit Fees*
Grading Fees I Grading Permit Fees*
Grading Fees I Grading Permit Fees*
Grading Fees I Grading Permit Fees*
City of Carlsbad
Master Fee Schedule 2018-19
Development Related Service Fees
Fee Description
Other Extinguishing Systems -Refrigeration Systems under
500 lbs.
Other Extinguishing Systems -Special Equipment (Ovens,
Dust, Battery)
Other Extinguishing Systems· Special Extinguishing System
Other Extinguishing Systems -Spray Booths
Tenant Improvement Sprinkler System· NFPA 13 or 13R
System 6 heads or less
Tenant Improvement Sprinkler System· NFPA 13 or 13R
System 7 to 100 heads
Tenant Improvement Sprinkler System· NFPA 13 or 13R
System over 100 heads
2017-18 Fee 2018-19 Fee
$700 $722
$404 $417
$568 $586
$404 $417
$121 $125
$536 $553
$634 $654
For services requested of City staff which have no fee listed in this fee schedule, the City Manager or the City Manager's
designee shall determine the appropriate fee based on the established hourly rates for this division. Additionally, the City
will pass-through to the applicant any discrete costs incurred from the use af external service providers if required to
process the specific application.
Aerial Fireworks Display -Major $1,251 $1,290
Aerial Fireworks Display -Minor $724 $746
Hourly Services for: Alternate Methods and Materials
Review, Time and Materials Review, Project Meetings, etc. -
First Hour $154 $159
Hourly Services for: Alternate Methods and Materials
Review, Time and Materials Review, Project Meetings, etc. •
Each Additional Hour $132 $136
Plan Resubmittal (3rd and Subsequent Submittal, per hour) $132 $136
Plan Review· Per Hour-Overtime $147 $152
Plan Review· Per Hour-Regular Office Hours $132 $136
Plan Review · Processing Fee $22 $23
Reinspection (Per inspection) $187 $193
Special Events Application Processing -Building and Safety
Referral $22 $23
Special Events Application Processing· Major: Events that
may impact emergency operations equipment or access and
have attendance or participation of 1,500 or more persons
(Building and Safety) $132 $136
Special Events Application Processing-Miscellaneous:
Events that may impact emergency operations equipment or
access and may only require an over the counter submittal $22 $23
Special Events Application Processing-Parks and Recreation
Referral $132 $136
Special Events-Fire Prevention/Operations Support Prior
To/During Event Actual Cost Actual Cost
Tent Permit (Not associated with special events)· 2-5 tents $395 $407
Tent Permit (Not associated with special events)· 6 or more
tents $527 $543
Tent Permit (Not associated with special events) -Single tent $198 $204
Weed Abatement Administrative Fee $263 $271
For services requested of City staff which have no fee listed in this fee schedule, the City Manager or the City Manager's
designee shall determine the appropriate fee based on the established hourly rates for this division. Additionally, the City
will pass-through to the applicant any discrete costs incurred from the use of external service providers if required to
process the specific application.
1,000,001 cubic yards or more · for the first 1,000,000 cubic
yards : Fee+ $710 for each additional 100,000 cubic yards or
fraction thereof $18,945 $19,532
1,001 to 10,000 cubic yards -for the first 1,000 cubic yards :
Fee+ $65 for each additional 1,000 cubic yards or fraction
thereof $1,279 $1,319
10,001 to 100,000 cubic yards -for the first 10,000 cubic
yards: Fee+ $130 for each additional 10,000 cubic yards or
fraction thereof $2,114 $2,179
100 cubic yards or less -Flat Fee $450 $464
Page 16
May 22, 2018 Item #10 Page 57 of 66
Category
Grading Fees I Grading Permit Fees*
Grading Fees I Grading Permit Fees*
Grading Fees I Grading Permit Fees*
Grading Fees I Grading Permit Fees*
Grading Fees I Grading Plan Check Fees*
Grading Fees I Grading Plan Check Fees*
Grading Fees I Grading Plan Check Fees*
Grading Fees I Grading Plan Check Fees*
Grading Fees I Grading Plan Check Fees*
Grading Fees I Grading Plan Check Fees*
Grading Fees I Grading Plan Check Fees*
Grading Fees I Grading Plan Check and
Permit Fees
Improvement & Landscape I Improvement
Inspection
Improvement & Landscape I Improvement
Inspection
Improvement & Landscape I Improvement
Inspection
Improvement & Landscape I Improvement
Inspection
Improvement & Landscape I Im provement
Inspection
Improvement & Landscape I Improvement
Inspection
Improvement & Landscape I Improvement
Inspection
Improvement & Landscape I Improvement
Plan Review*
Improvement & Landscape/ Improvement
Plan Review•
Improvement & Landscape I Improvement
Plan Review*
Improvement & Landscape I Improvement
Plan Review*
Improvement & Landscape I Improvement
Plan Review*
Improvement & Landscape I Improvement
Plan Review *
Improvement & Landscape I Improvement
Plan Review •
Improvement & Landscape I Improvement
Plan Review
City of Carlsbad
Master Fee Schedule 2018-19
Development Related Service Fees
Fee Description
100,001 to 200,000 cubic yards -for the first 100,000 cubic
yards: Fee+ $130 for each additional 10,000 cubic yards or
fraction thereof
101 to 1,000 cubic yards -for the first 100 cubic yards: Fee+
$65 for each additional 100 cubic yards or fraction thereof
200,001 to 400,000 cubic yards -for the first 200,000 cubic
yards : Fee+ $195 for each additional 10,000 cubic yards or
fraction thereof
400,001 to 1,000,000 cubic yards -for the first 400,000 cubic
yards : Fee+ $980 for each additional 100,000 cubic yards or
fraction thereof
1,001 to 10,000 cubic yards -for the first 1,000 cubic yards:
Fee+ $120 for each additional 1,000 cubic yards or fraction
thereof
10,001 to 100,000 cubic yards -for the first 10,000 cubic
yards : Fee+ $180 for each additional 10,000 cubic yards or
fraction thereof
100 cubic yards or less -Flat Fee
100,001 to 200,000 cubic yards -for the first additional
100,000 cubic yards : Fee+ $285 for each additional 10,000
cubic yards or fraction thereof
101 to 1,000 cubic yards -for the first 100 cubic yards : Fee+
$120 for each additional 100 cubic yards or fraction thereof
200,001 to cubic yards or more -for the first 200,000 cubic
yards : Fee+ $130 for each for additional 100,000 cubic
yards or fraction thereof
Plan Review -Minor Grading
2017-18 Fee 2018-19 Fee
$3,706 $3,821
$456 $470
$5,470 $5,640
$10,858 $11,195
$2,693 $2,777
$4,239 $4,371
$450 $464
$6,465 $6,666
$900 $928
$10,373 $10,694
50% of Current Grading Plan
$993 Review Fee
*Quantities are calculated by using the greater of cut/fill, plus remedial work. Plan checks extending more than 24 months
may be assessed an additional fee of 25% of the current plan check fee.
$1,000,001 and over fee for the first $1,000,000 + $105 for
each additional $10,000 or fraction thereof $17,169 $17,701
$100,001 to $250,000 fee for the first $100,000 + $100 for
each additional $10,000 or fraction thereof $4,476 $4,615
$20,0001 to $50,000 fee for the first $20,000 + $250 for
each additional $10,000 or fraction thereof $1,788 $1,843
$250,001 to $500,000 fee for the first $250,000 + $105 for
each additional $10,000 or fraction thereof $6,630 $6,836
$50,001 to $100,000 fee for the first $50,000 + $125 for
each additional $10,000 or fraction thereof $3,582 $3,693
$500,001 to $1,000,000 fee for the first $500,000 + $105 for
each additional $10,000 or fraction thereof $10,763 $11,097
Estimated Costs of lmprovements:$0 to $20,000 fee 5.5% or $375 minimum 5.5% or $375 minimum
$1,000,001 and over fee+ 0. 75% of value of improvements
($31,630 minimum) $14,523 $14,973
$100,001 to $250,000 fee + 2.5% of value of improvements
($5,840 minimum) $2,658 $2,740
$20,001 to $50,000 fee+ 4% of value of improvements
($2,850 minimum) $1,836 $1,893
$250,001 to $500,000 fee+ 2% of value of improvements
($13,910 minimum) $8,040 $8,289
$50,001 to $100,000 fee+ 3% of value of improvements
($4,090 minimum) $2,368 $2,442
$500,001 to $1,000,000 fee+ 1.5% of value of
improvements ($23,840 minimum) $14,209 $14,649
Estimated Costs of lmprovements:$0 to $20,000 fee+ 5% of
value of improvements $1,438 $1,483
*Pion check fees are based on the current City of San Diego Unit Prices. This includes the cost of curbs, gutter, sidewalks,
asphalt or concrete paving, storm drains, etc. Plan checks extending more than 24 months may be assessed an additional
fee of 15% of the current plan check fee. Water and sewer facilities owned by separate utility districts (i.e.: LCWD, OMWD,
etc.) are not reviewed by the city and therefore do not need to be included in project cost estimate.
Page 17
May 22, 2018 Item #10 Page 58 of 66
Category
Improvement & Landscape I Landscape
Improvement Fees
Improvement & Landscape I Landscape
Improvement Fees
Improvement & Landscape I Landscape
Improvement Fees
Improvement & Landscape I Landscape
Improvement Fees
Improvement & Landscape I Landscape
Improvement Fees
Improvement & Landscape I Landscape
Improvement Fees
Improvement & Landscape I Landscape
Improvement Fees
Improvement & Landscape I Landscape
Inspection Fees*
Improvement & Landscape I Landscape
Inspection Fees*
Improvement & Landscape I Landscape
Inspection Fees*
Improvement & Landscape I Landscape
Inspection Fees*
Improvement & Landscape I Landscape
Inspection Fees*
Improvement & Landscape I Landscape
Inspection Fees*
Improvement & Landscape I Landscape
Inspection Fees*
Meter Installation Fees I Potable
Meter Installation Fees I Potable
Meter Installation Fees I Potable
Meter Installation Fees I Potable
Meter Installation Fees I Potable
Meter Installation Fees I Potable
Meter Installation Fees I Potable
Meter Installation Fees I Potable
Meter Installation Fees/ Potable
Meter Installation Fees I Potable
Meter Installation Fees I Potable
Meter Installation Fees I Potable
Meter Installation Fees I Potable
Meter Installation Fees I Potable
Meter Installation Fees I Potable
Meter Installation Fees I Potable
Meter Installation Fees I Potable
Meter Installation Fees I Potable
Meter Installation Fees I Recycled Water
Meter Installation Fees I Recycled Water
Meter Installation Fees I Recycled Water
Meter Installation Fees I Recycled Water
Meter Installation Fees/ Recycled Water
Meter Installation Fees I Recycled Water
Meter Installation Fees I Recycled Water
Meter Installation Fees I Recycled Water
Meter Installation Fees I Recycled Water
Fee Description
City of Carlsbad
Master Fee Schedule 2018-19
Development Related Service Fees
$1,000,001 and over fee+ 0.070% over $1,000,000
$100,001 to $2SO,OOO fee+ 0.20% over $100,000
$20,001 to $50,000 fee+ 3.0% over $20,000
$250,001 to $500,000 fee + 0.15% over $250,000
$50,001 to $100,000 fee+ 1.50% over $50,000
$500,001 to $1,000,000 fee+ 0.10% over $500,000
Estimated Costs of lmprovements:$0 to $20,000 fee Flat Fee
$100,001 to $250,000 fee for the first $100,000 + $150 for
each additional $100,000 or fraction thereof
$20,001 to $50,000 fee for the first $20,000 + $20 for each
additional $10,000 or fraction thereof
$250,001 to $750,000 fee for the first $250,000 + $150 for
each additional $100,000 or fraction thereof
$50,001 to $100,000 fee for the first $50,000 + $20 for each
additional $10,000 or fraction thereof
$750,001 and over fee for the first $750,000 + $150 for each
additional $100,000 or fraction thereof
Estimated Costs of lmprovements:$0 to $20,000 fee Flat Fee
2017-18 Fee
$8,729
$3,624
$892
$4,546
$2,577
$5,863
$628
$1,773
$806
$2,130
$1,241
$3,369
$620
*NOTE: No landscape inspection fees for four (4) residential units or less.
Potable Meter Size, Inches: Fire Protection -5/8"
Displacement Meter Meter Fee-Use Rate Sheet
Potable Water Meter Size, Inches: 1" Displacement $352
Potable Water Meter Size, Inches: 10" Actual Cost
Potable Water Meter Size, Inches: 1-1/2" Displacement $606
Potable Water Meter Size, Inches: 1-1/2" Turbo $743
Potable Water Meter Size, Inches: 12" Actual Cost
Potable Water Meter Size, Inches: 2" Displacement $829
Potable Water Meter Size, Inches: 2" Turbo $929
Potable Water Meter Size, Inches: 3/4" Displacement $315
Potable Water Meter Size, Inches: 3" Compound Actual Cost
Potable Water Meter Size, Inches: 3" Turbo Actual Cost
Potable Water Meter Size, Inches: 4" Compound Actual Cost
Potable Water Meter Size, Inches: 4" Turbo Actual Cost
Potable Water Meter Size, Inches: 5/8" Displacement $318
Potable Water Meter Size, Inches: 6" Compound Actual Cost
Potable Water Meter Size, Inches: 6" Turbo Actual Cost
Potable Water Meter Size, Inches: 8" Compound Actual Cost
Potable Water Meter Size, Inches: 8" Turbo Actual Cost
Recycled Meter Size, Inches: Fire Protection -5/8" Meter Fee-Use Rate Sheet Displacement Meter
Recycled Water Meter Size, Inches: 1" Displacement $348
Recycled Water Meter Size, Inches: 10" Turbo Actual Cost
Recycled Water Meter Size, Inches: 1-1/2" Turbo $743
Recycled Water Meter Size, Inches: 12" Turbo Actual Cost
Recycled Water Meter Size, Inches: 2" Turbo $929
Recycled Water Meter Size, Inches: 3/4" Displacement $311
Recycled Water Meter Size, Inches: 3" Turbo Actual Cost
Recycled Water Meter Size,. Inches: 4" Turbo Actual Cost
Page 18
2018-19 Fee
$9,000
$3,736
$920
$4,687
$2,656
$6,045
$647
$1,828
$831
$2,196
$1,279
$3,473
$640
$228
$282
Actual Cost
$632
$877
Actual Cost
$834
$981
$246
$3,914
$2,820
$5,437
$3,981
$228
$7,547
$6,104
$11,085
$8,058
$228
$278
Actual Cost
$890
Actual Cost
$994
$242
$2,801
$3,962
May 22, 2018 Item #10 Page 59 of 66
Category
Meter Installation Fees I Recycled Water
Meter Installation Fees I Recycled Water
Meter Installation Fees I Recycled Water
Storm and Wastewater I Retaining Wall Plan
Check Fees**
Storm and Wastewater I Retaining Wall Plan
Check Fees**
Storm and Wastewater I Retaining Wall Plan
Check Fees**
Storm and Wastewater/ Retaining Wall Plan
Check Fees**
Storm and Wastewater I Construction SWPPP
Fees***
Storm and Wastewater I Construction SWPPP
Fees***
Storm and Wastewater I Construction SWPPP
Fees***
Storm and Wastewater I Construction SWPPP
Fees***
Storm and Wastewater I Construction SWPPP
Fees***
Storm and Wastewater I Construction SWPPP
Fees***
Storm and Wastewater I Construction SWPPP
Fees***
Storm and Wastewater I Construction SWPPP
Fees***
Storm and Wastewater I Construction SWPPP
Fees***
Storm and Wastewater I Construction SWPPP
Fees***
Storm and Wastewater I Construction SWPPP
Fees***
Storm and Wastewater I Construction SWPPP
Fees***
Storm and Wastewater I Construction SWPPP
Fees***
Storm and Wastewater I Construction SWPPP
Fees***
Storm and Wastewater I Construction SWPPP
Fees***
Storm and Wastewater I Construction SWPPP
Fees***
Storm and Wastewater I Construction SWPPP
Fees
Storm and Wastewater I Storm Water Mgmt.
Plan (SWQMP)
Storm and Wastewater I Storm Water Mgmt.
Plan (SWQMP)
Storm and Wastewater I Storm Water Mgmt.
Plan (SWQMP)
Storm and Wastewater I Storm Water Mgmt.
Plan (SWQMP)
Street Light Energizing Fees*
Street Light Energizing Fees*
Street Light Energizing Fees*
Street Light Energizing Fees*
Street Light Energizing Fees*
Fee Description
City of Carlsbad
Master Fee Schedule 2018-19
Development Related Service Fees
Recycled Water Meter Size, Inches: 5/8" Displacement
Recycled Water Meter Size, Inches: 6" Turbo
Recycled Water Meter Size, Inches: 8" Turbo
Retaining Wall Plan check (Valuation $250,000+)
Retaining Wall Plan check (Valuation $50,001-$250,000)
Retaining Wall Plan check (Valuation = 0-$50,000)
2017-18 Fee 2018-19 Fee
$318 $228
Actual Cost $6,085
Actual.Cost $8,039
0.5% of Engineer's Estimate 0.5% of Engineer's Estimate
($2,000 min.) ($2,062 min.)
$500 + 0.5% of Engineer's $516 + b.5% of Engineer's
Estimate Estimate
$369 $380
**Plan Check fee required for retaining walls that are detailed on grading plans, unless they are a San Diego Regional
Standard Drawing.
Inspection Base Fee -Tier Level 1-Per Site -Low Inspection
Priority $62 $64
Inspection Base Fee -Tier Level 1-Per Site -Medium
Inspection Priority $238 $246
Inspection Fee -Tier Level 3 -Each Subsequent Acre Or
Portion Over One Acre -Medium Inspection Priority $226 $233
Inspection Fee -Tier Level 2 -Per Site -High Inspection
Priority $1,317 $1,358
Inspection Fee -Tier Level 2 -Per Site -Medium Inspection
Priority $905 $933
Inspection Fee -Tier Level 3 -Each Subsequent Acre Or
Portion Over One Acre -High Inspection Priority $363 $374
Inspection Fee -Tier Level 3 -Up to 1 Acre -High Inspection
Priority $2,228 $2,298
Inspection Fee -Tier Level 3 -Up to 1 Acre -Medium
Inspection Priority $1,312 $1,353
Plan Review Base fee -Tier Level 3 -Up to 1 Acre -Medium
Inspection Priority $575 $593
Plan Review Base Fee -Tier Level 1 -Per Site -Low
Inspection Priority $52 $53
Plan Review Base Fee -Tier Level 3 -Each Subsequent Acre
Or Portion Over One Acre -High Inspection Priority $86 $89
Plan Review Base Fee -Tier Level 3 -Each Subsequent Acre
Or Portion Over One Acre -Medium Inspection Priority $69 $71
Plan Review Base Fee -Tier Level 3 -Up to 1 Acre -High
Inspection Priority $724 $746
Plan Review Base Fee -Tier Level 1-Per Site -Medium
Inspection Priority $56 $58
Plan Review fee - Tier Level 2 -Per Site -High Inspection
Priority $371 $383
Plan review fee -Tier Level 2 -Per Site -Medium Inspection
Priority $371 $383
***Inspection priority os determined using city's Construction Threat Assessment Worksheet [or Determination o[ Proiect's
Threat to Water Quality_ found in Appendix A to Chapter 3, Volume IV of City Standards
SWQMP Fees -Plan Review Fee -Fee for each subsequent
acre or portion thereof over one half acre, in addition to
base fee $127 $131
SWQMP Fees -Inspection Fee -Base Fee for up to one half
acre $297 $306
SWQMP Fees -Inspection Fee -Fee for each subsequent
acre or portion thereof over one half acre, in addition to
base fee $118 $122
SWQMP Fees -Plan Review Fee -Base Fee for up to one half
acre $353 $364
lOOWATIS $124 $125
150WATIS $171 $172
200WATIS $220 $220
250WATIS $267 $268
40WATIS $67 $67
Page 19
May 22, 2018 Item #10 Page 60 of 66
Category
Street Light Energizing Fees*
Street Light Energizing Fees*
Street Light Energizing Fees*
Street Light Energizing Fees*
Fee Description
45WATIS
70WATIS
85WATIS
City of Carlsbad
Master Fee Schedule 2018-19
Development Related Service Fees
2017-18 Fee 2018-19 Fee
$72 $72
$95 $96
$110 $110
*Street Light Energizing Fees are the cost for energizing each street light for eighteen months and includes o $30.00 charge
per light for connecting the light to an SDG&E service point.
Page 20
May 22, 2018 Item #10 Page 61 of 66
Section 3
Development Impact Fees
Page 21
May 22, 2018 Item #10 Page 62 of 66
Category
Bridge and Thoroughfare District 1
Bridge and Thoroughfare District 2
Bridge and Thoroughfare District 3
Bridge and Thoroughfare District 4
Bridge and Thoroughfare District 2
Bridge and Thoroughfare District 2
Bridge and Thoroughfare District 2
Bridge and Thoroughfare District 3
Habitat Mitigation Fees
Habitat Mitigation Fees
Habitat Mitigation Fees
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Local Facility Management Zones
Park in Lieu
Park in Lieu
Park in Lieu
Park in Lieu
Park in Lieu
Park in Lieu
Park in Lieu
Park in Lieu
Park in Lieu
Park in Lieu
Park in Lieu
Park in Lieu
Park in Lieu
Park in Lieu
Park in Lieu
Park in Lieu
Planned Local Drainage Area Fees*
Planned Local Drainage Area Fees*
Planned Local Drainage Area Fees*
Planned Local Drainage Area Fees*
Planned Local Drainage Area Fees*
Planned Local Drainage Area Fees*
Planned Local Drainage Area Fees*
Planned Local Drainage Area Fees*
Planned Local Drainage Area Fees*
Planned Local Drainage Area Fees*
Planned Local Drainage Area Fees*
Fee Description
City of Carlsbad
Master Fee Schedule 2018-19
Development Impact Fees
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
Type D -Coastal Sage Scrub
Type E -Non-Native Grassland
Type F -Agricultural Land, Disturbed Land, Eucalyptus Woodland
Local Facilities Map -Zone 1
Local Facilities Map -Zone 10
Local Facilities Map -Zone 11
Local Facilities Map -Zone 12
Local Facilities Map -Zone 13 (per square foot)
Local Facilities Map -Zone 14
Local Facilities Map -Zone 15 (per square foot I New Construction)
Local Facilities Map -Zone 16 (per square foot I New Construction)
Local Facilities Map -Zone 17 (per square foot I New Construction)
Local Facilities Map -Zone 18
Local Facilities Map -Zone 19
Local Facilities Map -Zone 2
Local Facilities Map -Zone 20
Local Facilities Map -Zone 21
Local Facilities Map -Zone 22
Local Facilities Map -Zone 23
Local Facilities Map -Zone 24
Local Facilities Map -Zone 25
Local Facilities Map -Zone 3
Local Facilities Map -Zone 4
Local Facilities Map -Zone 5 (per square foot/ New Construction)
Local Facilities Map -Zone 6 (per unit)
Local Facilities Map -Zone 7
Local Facilities Map -Zone 8
Local Facilities Map -Zone 9
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
PLDA-High Runoff-Drainage Area A
PLDA -High Runoff-Drainage Area B
PLDA-High Runoff -Drainage Area C
PLDA-High Runoff-Drainage Area D
PLDA-Low Runoff-Drainage Area A
PLDA-Low Runoff -Drainage Area B
PLDA-Low Runoff -Drainage Area C
PLDA-Low Runoff-Drainage Area D
PLDA -Medium Runoff-Drainage Area A
PLDA-Medium Runoff-Drainage Area B
PLDA-Medium Runoff-Drainage Area C
Page 22
2017-18 Fee 2018-19 Fee
$22 $22
$318 $318
$424 $424
$530 $530
$1,928 $1,982
$1,557 $1,600
$372 $382
$212 $219
$32,582 $33,494
$16,292 $16,748
$3,259 $3,350
$0 $0
$0 $0
$0 $0
$0 $0
$0.40 $0.40
$0 $0
$0 $0
$0 $0
$0.40 $0.40
$0.40 $0.40
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0 $0
$0.40 $0.40
$310 $310
$0 $0
$0 $0
$0 $0
$6,190 $6,190
$4,934 $4,934
$6,414 $6,414
$7,649 $7,649
$4,804 $4,804
$4,636 $4,636
$3,696 $3,696
$5,728 $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
$4,804 $4,804
$5,728 $5,728
$28,279 $29,212
$10,569 $10,917
$10,262 $10,600
$9,729 $10,050
$6,526 $6,741
$2,439 $2,520
$2,368 $2,446
$2,245 $2,319
$12,977 $13,405
$4,702 $4,857
$3,350 $3,460
May 22, 2018 Item #10 Page 63 of 66
Category
Planned Local Drainage Area Fees*
Planned Local Drainage Area Fees*
Potable and Reclaimed Connection Fees**
Potable and Reclaimed Connection Fees**
Potable and Reclaimed Connection Fees**
Potable and Reclaimed Connection Fees**
Potable and Reclaimed Connection Fees**
Potable and Reclaimed Connection Fees**
Potable and Reclaimed Connection Fees**
Potable and Reclaimed Connection Fees**
Potable and Reclaimed Connection Fees**
Potable and Reclaimed Connection Fees**
Potable and Reclaimed Connection Fees**
Potable and Reclaimed Connection Fees**
Potable and Reclaimed Connection Fees**
Potable and Reclaimed Connection Fees**
Potable and Reclaimed Connection Fees**
Potable and Reclaimed Connection Fees**
Sewer Benefit Areas
Sewer Benefit Areas
Sewer Benefit Areas
Sewer Benefit Areas
Sewer Benefit Areas
Sewer Benefit Areas
Sewer Benefit Areas
Sewer Benefit Areas
Sewer Benefit Areas
Sewer Benefit Areas
Sewer Benefit Areas
Sewer Benefit Areas
Sewer Connection Fee
Traffic Impact Fees***
Traffic Impact Fees***
Traffic Impact Fees***
Traffic Impact Fees***
Traffic Impact Fees***
Traffic Impact Fees***
Traffic Impact Fees***
Traffic Impact Fees***
Traffic Impact Fees***
Fee Description
City of Carlsbad
Master Fee Schedule 2018-19
Development Impact Fees
PLDA -Medium Runoff -Drainage Area D
*Fees are in Dollars Per Acre.
1" Meter Size, Inches -Displacement
1-1/2" Meter Size, Inches -Displacement
1-1/2" Meter Size, Inches -Turbo (All Irrigation Meters)
2" Meter Size, Inches -Displacement
2" Meter Size, Inches -Turbo (All Irrigation Meters)
3/4" Meter Size, Inches -Displacement
3" Meter Size, Inches -Displacement
3" Meter Size, Inches -Turbo (All Irrigation Meters)
4" Meter Size, Inches -Displacement
4" Meter Size, Inches -Turbo (All Irrigation Meters)
5/8" Meter Size, Inches -Displacement
6" Meter Size, Inches -Displacement
6" Meter Size, Inches -Turbo (All Irrigation Meters)
8" Meter Size, Inches -Displacement
8" Meter Size, Inches -Turbo (All Irrigation Meters)
**These fees are in addition to the Meter lnstollotion Fees and SDCWA Fees.
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
Sewer Connection (General Capacity all areas plus Sewer Benefit Area Fees)
Traffic Impact Fee -Apartment (Inside of CFO 1) per ADT
Traffic Impact Fee -Apartment (Outside of CFO 1) per ADT
Traffic Impact Fee -Commercial/Industrial Cost Per Trip (Inside CFO)
Traffic Impact Fee -Commercial/Industrial Cost Per Trip (Outside of CFO)
Traffic Impact Fee -Condominium (Inside of CFO 1) per ADT
Traffic Impact Fee -Condominium (Outside of CFO 1) per ADT
Traffic Impact Fee -Single Family (Inside of CFO 1) per ADT
Traffic Impact Fee -Single Family (Outside of CFO 1) per ADT
2017-18 Fee 2018-19 Fee
$3,673 $3,794
$9,381 $9,644
$17,721 $18,217
$20,803 $21,386
$26,687 $27,434
$33,357 $34,291
$5,944 $6,111
$45,149 $46,413
$70,232 $72,199
$70,232 $72,199
$200,664 $206,282
$4,169 $4,286
$130,430 $134,083
$401,320 $412,557
$154,160 $158,476
$562,040 $577,778
$1,146 $1,178
$1,304 $1,341
$2,403 $2,471
$2,408 $2,476
$3,552 $3,651
$3,571 $3,671
$720 $740
$1,048 $1,077
$1,976 $2,032
$1,562 $1,606
$1,S62 $1,606
$77 $79
$934 $960
$280 $288
$329 $339
$111 $114
$132 $136
$280 $288
$329 $339
$280 $288
$329 $339
***CMC 18.42.020 determines definitions and Average Daily Trips /ADT). Residential generation rotes are:
Single Family (calculated at 10 ADT), Condominiums (calculated at 8 ADT), Apartments (calculated at 6 ADT).
Code 18.42.050 -Traffic Impact Fees will be adjusted annually as part of the Capital Improvement Program
budget process, by two percent or the annual percentage change in the Ca/trans Construction Cost Index /12
month index, whichever is higher). FEES SUBJECT TO SECTION 66000 OF THE CALIFORNIA GOVERNMENT CODE.
Page 23
May 22, 2018 Item #10 Page 64 of 66
Section 4
· Deposits and Securities
Page 24
May 22, 2018 Item #10 Page 65 of 66
Category
Development I Subdivision Improvements*
Development I Subdivision Improvements*
Development I Subdivision Improvements*
Grading and Erosion Control*
Grading and Erosion Control*
Description
City of Carlsbad
Master Fee Schedule 2018-19
Deposits and Securities
Faithful Performance
Security
Labor and Materials Security
Monumentation
Security
Grading Cash
2017-18 Deposit
Based on improvement cost
estimate
50% of Faithful Performance
Security
Based on total cost of
Monumentation
Deposit 10% of total grading security
Grading Security (with approved
plans) Based on grading cost estimate
2018-19 Deposit
Based on improvement cost
estimate
50% of Faithful Performance
Security
Based on total cost of
Monumentation
10% of total grading security
Based on grading cost
estimate
*Note: These are not fees. Rather, the city may require you to provide security to ensure work related to your project is completed in accordance with
the Carlsbad Municipal Code and development agreements executed between you and the city. This information is to help you understand the standard
structure of how these deposits and securities are calculated. The security amounts are calculated using final city-approved cost estimates, not initial or
draft estimates during plan check.
Page 25
May 22, 2018 Item #10 Page 66 of 66
FY 2018-19
Preliminary Operating Budget
May 22, 2018
1
FY 2018-19 Budget Calendar
Council Meetings:
–May 8 –Preliminary Capital Improvement Program
–Set public hearing for June 12
–May 22 –Preliminary Operating Budget
–June 12 –Public hearing and adoption
Other Public Meetings:
–May 29 –Citizens Budget Workshop -Faraday Center, 6 p.m.
2
FY 2018-19 Budget Overview
•Maintain highest standards of quality and service
•Focus on community core values
•Invest in technology and safety
•Responsibly manage resources
3
City of Carlsbad
FY 2018-19 Combined Budget -Expenditures
$339 million
Operating Budget –81%
Capital –19%
General Fund,
$156 M
Special
Revenue (incl.
RORF), $14 M
Enterprise,
$79 M
Internal Service,
$27 M
Capital Projects,
$63 M
44
Economy Accelerating
Fiscal Policies
Inflation
Here Comes the Fed
5
National & Global Outlook
U.S. GDP Growth Rate
6
Budget Message
Fed Tax Reform
Unfunded Liabilities
7
State Perspective
March Unemployment Rate
2.0
2.5
3.0
3.5
4.0
4.5 CA
Carlsbad
SD County
US
88
Carlsbad’s Economic Profile
•Home prices
•Taxable sales
•Tourism
9
General Fund Revenues
10
FY 2018-19 General Fund Revenues
$164.3 million
11
Property Tax,
$67.8 , 41%
Sales Tax,
$37.7 , 23%
Hotel Tax,
$25.4 , 16%
Franchise,
$5.3 , 3%Business License,
$5.2 , 3%
Other, $22.9, 14%
Median Single Family Residential Home Prices
12
Assessed Values and
Property Taxes
13
Sales Tax
14
Sales Tax
15
Sales Tax
16
Transient Occupancy Taxes
(in millions)
1717
FY 2018-19 Operating Revenues
by Fund Type = $287.7 million
18
General
57%Special
Revenue
4%
Redevelopment
Obligation
Retirement
1%
Enterprise
29%
Internal
Service
9%
2018-19
Proposed Operating
Budget
19
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
20
FY 2018-19 Budget Policies
•Continue high level of service
•Modest growth allowed in M&O
•Budget & staff Increases considered for city
priorities and goals
•Budgetary prudence exercised
21
City of CarlsbadHistory of Full-Time Positions
(excludes hourly and limited term)
22
FY 2018-19 Full-Time Position
Changes
•Addition of 7.0 full-time positions (net):
–2.0 full-time position eliminated
–9.0 full-time positions added
•3.28 Hourly FTEs
•Decrease of 3.0 limited-term position (net)
23
FY 2018-19
7.0 Net Full-Time Position Additions
Additions (9.0):
3.0 Police Officers 1.0 Facility Specialist
1.0 Parks Superintendent 2.0 Police Rangers
1.0 Traffic Engineer
1.0 Smart City Innovator
24
Eliminations (2.0):
1.0 Maintenance Aide
1.0 Park Maintenance Worker II
24
FY 2018-19
Total Labor Force
692.25 Full-time positions
4.75 Limited-term
182.37 Hourly FTEs
879.37 Total workforce
25
FY 2018-19 Operating Budget
$275.9 million -expenditures
GENERAL FUND
$156M, 56%SPECIAL REVENUE,
RORF, $14M, 5%
ENTERPRISE,
$79M, 29%
INTERNAL SERVICE,
$27M, 10%
2626
FY 2018-19 General Fund
$155.5 million in expenditures
Policy/Leadership,
$8M, 5%Administrative
Services, $10M,
5%
Community
Services, $42.3M,
28%
Public Safety,
$60M, 39%
Public Works,
$18.9M, 12%
Non-
departmental,
$16.3M, 11%
2727
28
Budget Requests
GF Non-GF
Full-time positions 1,350,000$ -$
Budget Enhancements 2,055,000 840,000
New Facilities 400,000 -
Capital Outlay 171,000 5,591,000
Total Requests 3,976,000$ 6,431,000$
Police Department
29
Community Vision: High quality education and community service; maintaining high
standard for citywide public safety.
–Three full-time police officers ($465,000)
•2 Police Vehicles ($112,000)
–Crossing Guards ($7,600)
–K-9 training for narcotic detection
($12,500)
Fire Department
30
Community Vision: High quality education and community service; maintaining high
standard for citywide public safety.
–Apparatus equipment ($10,000)
–North County Dispatch ($189,471)
City Hall
31
–Smart City Innovator ($240,000)
–Grant Writer Consulting ($100,000)
–Council Chamber AV Improvements ($125,000)
–GOVQA Records Request System ($14,000)
Community vision: High quality community service,
neighborhood revitalization, community design and livability.
Parks & Recreation
32
Community Vision: Access to recreation and active, healthy lifestyles.
Park expansion projects
($400,000):
–Leo Carrillo Historic Ranch
–Pine Avenue Community Park
–Poinsettia Community Park
–Aviara Community Park
Parks & Recreation
(continued)
33
Community Vision: Access to recreation and active, healthy lifestyles.
Additional staffing changes:
Elimination:
–2 Maintenance Workers (-$154,000)
Addition:
–Park Superintendent ($164,000)
Library & Cultural Arts
–Consulting for staff development
and succession planning
($125,000)
–Arts & Culture Master Plan (TBD)
34
Community vision: History, the arts and cultural resources.
Community vision: High quality education and community services.
Community & Economic Development
–Parking Data Collection ($85,000)
35
City Council Goal: Enhance the health and vitality of the Village and Barrio.
Community vision: Neighborhood revitalization, community design and livability.
Housing & Neighborhood Services
•Hiring Center Contract Increase ($85,000)
•Short-term Vacation Rental Program
•Compliance program ($60,000)
•Code Enforcement Hearing Officer
services ($25,000)
•Citystuff ($10,000)
Community vision: High quality community service, neighborhood revitalization,
community design and livability
36
Housing & Neighborhood Services
•Federal reports and studies ($30,000)
•Yardi database maintenance fees ($20,000)
Community vision: High quality community services.
37
Parks & Recreation
Public Works
Integrated Pest Management Plan ($847,500)
Community vision: Open space and the natural environment. Sustainability.
38
Public Works
•Staffing
•1.0 City Traffic Engineer ($181,500)
•1.0 Facility Specialist ($82,000)
•AV Upgrades ($50,000)
City Council Goal: Amend the duties of the Traffic Safety Commission to include advising the City Council on
matters related to implementation of the General Plan Mobility Element.
Community vision: Walking, biking, public transportation and connectivity.
39
Public Works
•46 Vehicle Replacements ($4.2 million)
•Fire Ladder Truck
•Medical Intensive Care Unit
•Apprenticeship Program ($40,000)
•Traffic signal markouts, maintenance, repairs
($115,000)
•Part-time staff in General Services ($25,000)
40
Information Technology
•Police IT consolidation with citywide IT Department ($1.4
million)
•Contractual services
–Citywide AV support and maintenance ($279,500)
–Centralized cashiering implementation ($300,000)
–CAD/mobile system RFP ($100,000)
–IT department re-design ($100,000)
•Annual replacement of equipment ($1.1 million)
Community vision: Sustainability.
41
FY 2018-19
General Fund Budget Recap
Revenues $ 164.3 million
Expenditures $ 155.5 million
Projected remainder $ 8.8 million
4242
General Fund Balance
43
Estimated Balance at 7/1/18
Advance Repayments
$ 88.2 million
.9 million
Plus: FY 2018-19 Excess 8.8 million
= 6/30/19 Estimated Balance $ 97.9 million
FY 2018-19 Special Revenue Funds
$13 million in expenditures
Maintenance Districts, $3.5M,
27%CDBG, $0.5M, 4%
Other (Grants/Donations), $1.4M,
11%
Housing Programs, $7.6 M, 58%
4444
FY 2018-19 Internal Service Funds
$26.7 million in expenditures
Workers' Compensation, $3.9 M,
15%Risk
Management,
$2.4M, 9%
Self-insured Benefits, $0.9 M,
3%
Vehicle
Maintenance,
$2.8M, 10%
Vehicle Repl.,
$4.2M, 16%
Information
Technology, $12.5 M,
47%
4545
FY 2018-19 Enterprise Funds
$79.1 million in expenditures
Water Operations, $44.2 M, 56%
Recycled Water, $9.1 M,
12%
Wastewater Operations, $13.8 M, 17%
Solid Waste
Management, $4.2 M,
5%Golf Course
Operations, $7.8 M,
10%
4646
Fee Update
47
Fee Descriptions
•General city fees
–Charges for city services and the use of property
•Development related service fees
–Charged to recover the cost of staff time &
materials spent on development related activities
•Development impact fees
–Charged to developers to pay for their share of
infrastructure needs within the city
4848
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
4949
Fee Escalators
INDEX
ONE YEAR
CHANGE ASSOCIATED FEES
West Urban CPI 3.10%General City and Development
Related Service Fees
Ambulance
Inflation Factor
1.10%Ambulance Fees
50
Fee Escalators –Development Impact Fees
INDEX
ONE YEAR
CHANGE ASSOCIATED DEVELOPMENT IMPACT FEES
January Los
Angeles ENR 3.30%
Development Impact Fees: Planned Local Drainage
Area Fees and License Tax on New Construction
for Mobile Homes
April 20 City
ENR 2.80%
All Other Development Impact Fees (Sewer Benefit
Area Fees, Sewer Connection Fees, Water
Connection Fees)
December 20
City ENR 3.30%Bridge & Thoroughfare District #3
April San
Diego CPI 2.80%Habitat Mitigation Fee
2% or Caltrans
CCI 3.08%
Traffic Impact Fees –increase by Caltrans, or 2.0%,
whichever is greater. Caltrans is 3.08%
51
Cost of Service
•Cost of Service Study was completed in
2016-17
–Updated every 2 years
–Next study begins in July 2018
•Used to establish the maximum allowable
charge
52
Fee Changes of Note
•New fees: Separate Third-Party review fees for
Engineering and Building Permit Revisions
•Adding a Climate Action Plan (CAP) Review fee
•Water Heater Permit fee
•Business License fee per State of California
•Removing fourteen fees that are no longer in use
53
FY 2018-19
PROGRAM OPTIONS
1. Address CalPERS Unfunded Liability
54
Council Action
Set Public Hearing for June 12, 2018
55