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HomeMy WebLinkAbout; ; 2003-2004 Budget Part 1; 2003-07-01•frffsjAVHS ALIFORNIA C5.13 li&l [i\i[2 i-eyeuient L-L-Ca i^a•• ~ • *u, ^^i»^ *%*. City of Carlsbad 2003-04 Operating Budget and Capital Improvement Program Mayor Claude "Buddy" Lewis City Council Ramona Finnila Ann Kulchin Matt Hall Mark Packard City Manager Raymond R. Patchett Administrative Services Director James F. Elliott Prepared by the Finance Department Finance Director Lisa Hildabrand, C.P.A. Website: www.ci.carlsbad.ca.us Photos on Cover: Background photo is of Stagecoach Park (photo taken by Tara Lee Torburn). Photo insets top to bottom: Girl on spring horse at Stagecoach Park, one of the two lions by artist Nikki de Saint Phalle at Poinsettia Park, the Caretaker's House at Leo Carrillo Ranch Historic Park. CITY OF CARLSBAD, CALIFORNIA 2003-2004 BUDGET TABLE OF CONTENTS Reader's Guide to the Budget i Council's Five-Year Vision Statements ii About the City of Carlsbad iii Organization Chart iv BUDGET OVERVIEW City Manager's Transmittal Letter A-1 2003-04 Budget Highlights A-3 Budget Summary A-18 Personnel Allocations A-19 2003-04 Budget Calendar A-21 Budget Awards A-22 OPERATING BUDGET Overview B-1 Projected Fund Balances B-16 Revenue Estimates B-18 Budget Expenditure Schedule B-25 Program Summaries Policy & Leadership Group Policy and Leadership Group Summary B-29 City Council B-30 City Clerk B-31 City Treasurer B-32 City Manager B-34 Communication B-36 City Attorney B-37 Administrative Services Administrative Services Summary B-39 Administration B-40 Finance B-41 Human Resources B-44 Workers' Compensation B-47 Risk Management B-48 Health Insurance B-49 Records Management B-50 Information Technology B-51 Miscellaneous Non-Departmental B-53 Public Safety Public Safety Summary B-55 Police Department Summary B-56 Administration B-59 Field Operations B-60 Community Services B-61 Canine B-63 CITY OF CARLSBAD, CALIFORNIA 2003-2004 BUDGET TABLE OF CONTENTS Public Safety (continued) Investigations/Field Evidence B-64 Vice/Narcotics B-65 Youth/School Programs B-66 Property and Evidence/Records B-67 Family Services B-68 Task Force B-69 Support Operations B-70 Communications Center B-71 Various Asset Forfeiture B-72 Bicycle Patrol B-73 Police Grants B-74 Fire Department Summary B-75 Administration B-77 Emergency Operations B-78 Fire Prevention B-79 Weed Abatement B-80 Disaster Preparedness B-81 Community Development Community Development Summary B-83 Administration B-84 Land Use Planning & Planning Commission B-86 Geographic Information System B-88 Economic Development B-89 Building Inspection B-90 Housing & Redevelopment Summary B-91 Affordable Housing B-92 Rental Assistance B-93 Community Development Block Grant B-94 Redevelopment Operations Village Area B-95 Low/Moderate Income Housing Village Area B-97 Redevelopment Operations South Carlsbad Area B-98 Low/Moderate Income Housing South Carlsbad Area B-99 Community Services Community Services Summary B-101 Library Summary B-102 Georgina Cole Library B-104 Carlsbad City Library (Dove Library) B-105 Genealogy/Local History B-107 Centre de Information B-108 Technical Services B-109 Collection Development & Acquisitions B-110 Media Services B-111 Adult Learning Program B-112 Cultural Arts Summary B-113 Arts Office B-114 Sister City B-116 Special Events B-117 Recreation Summary B-118 Park Planning & Recreation Management B-120 CITY OF CARLSBAD, CALIFORNIA 2003-2004 BUDGET TABLE OF CONTENTS Community Services (continued) Recreation Fee Supported B-122 Recreation -Aquatics B-124 Recreation - Agua Hedionda Lagoon Permits B-126 Recreation Operations B-127 Trails B-129 Senior Programs B-130 Public Works Public Works Summary B-133 Administration B-134 Engineering B-136 Storm Water Protection B-139 General Services Summary B-141 Park Maintenance B-143 Facilities Maintenance B-145 Street Tree Maintenance B-147 Median Maintenance B-148 Vehicle Maintenance B-149 Vehicle Replacement B-151 Carlsbad Golf Course B-152 Maintenance & Operations Summary B-153 Street Maintenance B-155 Traffic Signal Maintenance B-157 Street Lighting B-158 Buena Vista Channel Maintenance B-159 Water Operations B-160 Wastewater Operations B-162 Solid Waste Management B-164 CAPITAL IMPROVEMENT PROGRAM Overview C-1 Future Growth C-2 Revenues C-3 Capital Projects C-5 Capital Projects 2003-2004 to Buildout C-5 Capital Projects -The Next Five Years C-8 Summary C-9 Growth Management Plan C-10 California Assembly Bill 1600 (AB 1600) C-11 Capital Funds Projected Fund Balances for FY 2002-2003 C-12 Capital Funds Projected Fund Balances for FY 2003-2004 C-13 Capital Revenues Actual and Estimated C-14 Capital Funds Budget Expenditure Schedule C-15 Detail Schedule of Capital Projects by Category FY 2003-2004 to Buildout C-18 Capital Improvement Program Fund Summary C-33 Glossary of Capital Project Funding Sources C-47 CITY OF CARLSBAD, CALIFORNIA 2003-2004 BUDGET TABLE OF CONTENTS APPENDICES Planned Major Capital Outlay Items 2003 - 2004 D-1 Out of State Travel Requests 2003-2004 D-2 Miscellaneous Statistical Information D-4 Accounting Systems and Budgetary Control D-5 Resolution Adopting the Budget D-6 Gann Limit Resolution D-9 Glossary D-11 READER'S GUIDE TO THE BUDGET This budget document has been designed to provide the public concise and readable information about the City of Carlsbad's 2003-04 budget. The budget is separated into three major sections: the Overview, the Operating budget, and the Capital Improvement Program. Overview The beginning of the budget document contains the City Manager's transmittal letter and overview information. The overview information will provide summary data to the reader for both the Operating budget and the Capital Improvement Program, as well as information on personnel allocations and debt management issues. Operating Budget The Operating budget section has seven tabbed sections providing the summary information and budget information for each of the six major service areas. The Operating budget summary section begins with an overview of the revenue assumptions and the policies used to develop the budget. The overview is followed by tables providing detailed information on fund balances, expenditures, and revenues. The following sections are separated by major service areas, which are Policy and Leadership Group, Administrative Services, Public Safety, Community Services, Community Development, and Public Works. Within these broad categories, the budget is organized on a departmental basis. Summaries, financial and descriptive, are included for department groups containing more than one program. The summary page is followed by detailed program information. Some departments consist of one program only, and thus only one page is included for them. For each program, a financial history and the 2003-04 budget figures are presented. Also included are narrative statements describing program activities, associated workload measures or performance objectives, key achievements for 2002-03, and key goals for 2003-04. Capital Improvement Program The Capital Improvement Program (CIP) is located in the back of the budget document. An overview of the CIP provides general information about the process used in preparing the budget for capital projects and describes how development information is used to project future revenues that fund these projects. In addition, major CIP projects are highlighted and discussed. The next section contains summary revenue and expenditure tables by funding source and a detailed project expenditure schedule listing the cost and timing of each future and current CIP project. Following this schedule are fund summary pages, which list the revenues and detail expenditures by fund, thus providing cash flow information and annual projected fund balances for each Capital Improvement Program fund. Appendices The Appendices contain a detailed listing of the 2003-04 Planned Major Capital Outlay items by department. An Out-of-State Travel Detail is presented next, so that Council may review and approve these requests. The last section of the Appendices provides information on the Gann Limit, budget process, accounting system and budgetary control, the adopted Resolution for the budget, and a glossary. COUNCIL VISION STATEMENTS Carlsbad City Council 2003 Five-Year Vision Statements City Council continues to clarify and pursue the vision of Carlsbad that reflects the pride and quality of life for all who live, work, and play here. Carlsbad's... * diverse and healthy economic base provides opportunities for employment to the residents of Carlsbad, economic vitality to the community, and the necessary revenues to support City services. * policies and decisions implement the General Plan, enforce the Growth Management Plan, maintain the safety and security of its citizens, and are based on what is best for Carlsbad. * leadership role in local and regional planning issues actively involves addressing governmental issues at the local, state, and national levels. » open government provides for the betterment of the community in a non- partisan manner while encouraging active citizen participation and involvement with the City Council, and the City's Boards and Commissions. And Carlsbad efficiently and effectively... * delivers top-quality public services. » manages environmental concerns proactively, including: * open space * water quality/conservation * beach erosion * air quality * resource conservation and waste reduction * wildlife habitats * has a safe and efficient integrated transportation system. * maintains Citywide "small town" community spirit. * has a community where continuous and life-long learning are supported and embraced for people of all ages. ABOUT THE CITY OF CARLSBAD C c The City of Carlsbad is a unique coastal community located 35 miles north of the City of San Diego and surrounded by mountains, lagoons, and the Pacific Ocean. The City is governed by a five-member City Council under the Council/Manager form of government. Although the "village" dates back more than 100 years, Carlsbad incorporated in 1952 as a General Law city. Currently, the City is about two-thirds developed and is expected to grow from a population of 90,271 to 117,000 once its 42 square miles are built out. Industries in the area include a major regional shopping center; a specialty outlet center; 21 auto dealers; 32 hotels offering 3,500 rooms for tourist lodging; high technology, multimedia and biomedical businesses; electronics, golf apparel and equipment manufacturers; several business and light industry parks; and numerous land developers building single and multi-family housing in a variety of community settings. The City provides the full range of services normally associated with a municipality including police, fire, parks and recreation, library, planning and zoning, building and engineering, various maintenance services, and administration. The City provides water services through the Carlsbad Municipal Water District, a subsidiary district of the City. The City Council serves as the Board of Directors for the Carlsbad Municipal Water District. Solid waste collection is provided through a franchise agreement with a local refuse collection service. In addition to the usual City services, Carlsbad offers a wide variety of programs to help local residents and businesses. The City has a Redevelopment Agency with two active areas: the Village Redevelopment area that encompasses 0.4 square miles of the downtown area; and the South Carlsbad Coastal Redevelopment area, which is just south of the Village Redevelopment area and fronts the Pacific Ocean. In addition to the redevelopment project areas, the agency operates a housing authority that provides housing assistance to 630 low-income families. The City's literacy program, funded by the General fund, provides adult education to local area residents. Older Carlsbad residents receive assistance through the City's senior citizen programs. The City also provides major support for the Convention and Visitors' Bureau and the hiring center. School programs and facilities are provided by four different school districts located within the City boundaries. The City Council has no direct control over these school districts; however, the Council recognizes the importance of quality school facilities and programs to Carlsbad's residents. Thus, the Council and staff work with the school districts on a regular basis. in ^'•/;Mtjh.« . •«** "if if^JPiiw1! ,':'^ol*4; = To the Honorable Mayor and City Council: 2003-04 BUDGET TRANSMITTAL I am pleased to submit the 2003-04 Operating Budget and Capital Improvement Program for the City of Carlsbad. The combined budget totals $202.3 million, with projected revenues of $185 million. Of the total budget, $142.7 million (70%) will be used to finance the operations of the City, while $59.6 million (30%) will go toward the construction of capital improvements throughout Carlsbad. Our goal has been to prepare a comprehensive financial plan for all services, programs, and capital projects that will assist the Council in the achievement of its vision for Carlsbad. As the City began budget preparations this year, the prospect of war with Iraq, its effect on the economy, and the growing State budget deficit were uppermost in our minds. Thus, the budget could not be prepared without first considering the condition of the regional, state, and national economies. What happens at these levels affects both the amount of money the City receives and the services it must provide. The economy, both locally and nationally, has continued to show only sluggish growth, which means that the City's revenues may also continue to lag. Revenues to the General fund are projected to increase only 2.8% in the next fiscal year - significantly lower than the double-digit growth seen in the late 1990's. Thus, the economy remains a concern; however, the growing State budget deficit is even more alarming. With a deficit of over $38 billion expected this year, the inability of the State legislators to agree upon a solution casts a huge shadow over the economic future of the City. Over $50 million of City revenues are controlled in some manner by the State - putting them at risk. Past history has shown us that many State legislators are willing to take cities' money to balance the State's budget. In addition to concerns from the revenue side of the budget picture, there are also concerns over the increasing costs of doing business. The City is a service organization with over 40% of its operating costs in personnel. Thus, the price of insurance, health care, and retirement has a significant effect on the cost of the City's services. Balancing the desire to provide top-quality services with slowing revenue growth and higher service costs will be the City's challenge for the years to come. Despite the slower growth, Carlsbad's position is an enviable one. The demand for housing in the City remains strong, with property taxes expected to increase by 9% this year. Carlsbad continues to expand its reputation as a tourist destination with many new hotels added in the recent past, generating close to $9 million in transient occupancy taxes. In addition, commercial development from the late 1990's has augmented the growth of the City's sales tax receipts. These three sources provide 40% of the City's operating funds. In addition, the healthy growth over the past years has provided other revenue-generating venues, which allow the City to provide quality services despite the sluggishness of the economy. A-1 The 2003-04 budget provides for a "hold the line" approach. It maintains the same high level of services Carlsbad's citizens have come to expect but does not propose any new enhancements other than those previously planned. This includes the continued implementation of the 153 capital improvement projects, with total appropriations for fiscal year 2003-04 expected to exceed $160 million. A significant portion of the capital funds collected from development will go toward the expansion of the park system with the addition of four new parks over the next five years. Although the community centers for these parks may be delayed if operating funds are not available, the parklands will be developed to provide more sports fields, tot lots, and other amenities for citizens to enjoy. In the upcoming year, the City will also be working on numerous road segments that will greatly enhance its transportation system. A large number of resources in the operating budget will be dedicated to meeting the development schedule for these and many other projects contained in the Capital Improvement Program. One of the systems in place to keep the City financially strong is the Infrastructure Replacement fund. This system was set up to ensure that funds are available when needed to replace the City's streets, sidewalks, and other infrastructure. The City of Carlsbad is relatively new, so it has not yet experienced the significant cost of replacing the infrastructure as it ages. We are just beginning to experience the high cost of major repairs on some of our older roads. The Infrastructure Replacement fund will be used to accumulate funds and pay for the replacement of the City's infrastructure in the future. This year's budget includes a $3.6 million transfer for this program. Over the City's past 50 years, Carlsbad has continued to grow and prosper as a result of the vision and leadership of its City Councils. The Council's commitment to their vision, and their willingness to provide the funding to achieve it, has resulted in a highly desirable City in which to live and work. The 2003-04 Operating and Capital Budgets continue to provide for a high quality of life for current citizens, as well as laying the groundwork so that future generations will also be able to enjoy the benefits of our community. I would like to express my appreciation to the City Council for providing the direction and support that are crucial to the ability of the City to achieve its goals. I would also like to recognize the contributions of City staff for not only creating a successful operating plan and Capital Improvement Program, but also for their commitment to providing top-quality services to all who live, work, and play in Carlsbad. Their efforts are critical to the City's ultimate success. I offer them my thanks for a job well done. RAYMOND R. PATCHETT City Manager June 17,2003 A-2 CITY OF CARLSBAD BUDGET HIGHLIGHTS The City's budget is comprised of two pieces; the operating budget and the capital improvement program budget (CIP). The CIP provides the funds to build the parks, roads and buildings in the City while the operating budget provides the money to staff them and operate them. The operating budget totals $142.7 million and is expected to generate $147.2 million in revenues. The CIP contains the current year budget allocation of $59.6 million and outlines approximately 153 future projects at a total cost of $403.6 million through buildout of the City. Capital revenues for the 2003-04 fiscal year are estimated at $37.8 million. The capital projects include parks, civic facilities, as well as all infrastructure needs anticipated for the future that are not expected to be constructed by developers. The budget overview on the following pages will provide the reader with a good understanding of the budget process and the economic profile of the City as well as with a broad overview of the services and projects planned for the 2003-04 fiscal year. This section also addresses debt management, including a schedule of the outstanding bond issues. More detail on the City's numerous programs and projects can be found throughout the remainder of the document. BUDGET PROCESS The budget process for the City of Carlsbad begins in January each year, with a review and update of the City Council's five-year vision statements. These statements are shown earlier in this document. Through the vision statements, Council defines and clarifies their vision of Carlsbad. The strategic goals for the City are developed next. The goals further define the methods used to achieve the vision and call out areas in which Council would like to place special emphasis during the year. Once these are developed, staff develops operational goals based on Council's direction. These operational goals are the basis for the development of the operating budget. City of Carlsbad 2003-2004 Strategic Goals Top-Quality Services — Be a city that provides exceptional services on a daily basis. Transportation — Provide and support a safe and efficient transportation system that moves goods, services, and people through Carlsbad. Balanced Community Development - Be a city that connects community, place, and spirit through balanced and well-designed land uses. Parks/Open Space/Trails - Acquire, develop, and maintain a broad range of open space and recreational facilities that actively address citizen needs, that are fiscally responsible, and are consistent with the General Plan and Growth Management Standards. Water — Ensure, in the most cost-effective manner reliable, water reliability to the maximum extent practicable, to deliver high-quality potable and reclaimed water incorporating drought-resistant community principles. Environmental Management — Be an environmentally sensitive community by focusing on: clean storm water, sewage collection and treatment, solid waste, and cost-effective and efficient use of energy including alternative energy sources. Financial Health — Pursue and implement proactive strategies that provide and manage fiscal resources effectively. Communication — Ensure that community members, Council, and staff are well informed, leading to a more responsive government and a high level of citizen confidence in government. Learning — Promote and support continuous learning opportunities within the community and the City organization. Carlsbad's operating budget is a tool that guides the achievement of Council's vision and goals for the City. It allocates the resources and sets the priorities for all of the programs offered by the City. Thus, it is an integral part of making Carlsbad a wonderful community in which to live, work, and play. A-4 CITY OF CARLSBAD BUDGET HIGHLIGHTS ECONOMIC PROFILE As the City began budget preparations this year, the news was full of the looming prospect of war with Iraq and the growing State budget deficit. Now, as the budget document is about to go to press, at least one of those topics has been settled. The war has officially been declared over. However, the growing State budget deficit and the lack of consensus about what should be done continues to cast a huge shadow over the economic future of the City. In January, many economists were projecting that if the war was relatively short-lived, an economic rebound would occur in the latter half of 2003, with the economy picking up speed into 2004. Although the war was shorter than many had dared hope, the national economy and the California economy continue to experience weak growth. Nationally, retail sales declined by .1% in April, industrial production fell by .5% for the second month in a row, and housing starts dropped by 6.8% for the month. But the news is not all bad. Consumer confidence picked up in the first part of May according to the University of Michigan's survey, and mortgage rates have dropped again to new lows. In California, the State's economic performance has generally followed the nation over the past year: slow and sluggish. The biggest difference is in the distribution of the malaise. Since the high-tech implosion in 2002, there has been a great difference between the economies in the Bay Area and the rest of the state. The San Jose area alone lost 16.5% of its jobs between March 2001 and March 2003, with San Francisco losing 11.1% of its jobs in the same time frame. These job losses exceeded what the Los Angeles area lost during the deep recession of the early 1990's. The State's tourism industry has also been hard hit, first by the terrorist attacks in September 2001, then with the war in Iraq, and most recently with the Severe Acute Respiratory Syndrome (SARS) epidemic. The outlook for California in the latter half of 2003, according to the State Finance Department, is for job growth to hit an annualized rate of 1.6% and personal income to rise by 3.1%. For 2004, they are predicting further improvements, with job growth showing a 2.1% increase and personal income up by 4.9%. Locally, the USD School of Business Administration's Real Estate Institute states: "The outlook for the San Diego economy is for weak job growth in 2003, with the unemployment rate likely to remain above 4% for the rest of the year. The rapid end to the conflict in Iraq is one positive development, which will allow for the quick return of local military personnel. However, that is not likely to be enough to offset the negatives of a weak national economy and the adverse impact of the huge State budget deficit." So how bad is the State deficit? The Governor's "May Revision" estimates it at $38.2 billion out of a general fund budget of $78 billion, or almost 50% of the total budget, as of May 2003. Even with approximately $3.6 billion in annual new taxes anticipated, the Governor's proposed budget will continue to generate deficits year after year according to the Legislative Analyst's Office (see chart). These deficits would persist even with healthy revenue growth Figure 7 Persir-tnnt Gap Would Rcenieicje Under Governor'j. Plan General Fund (In Billions) Per LAO "Overview of the May Revision" A-5 CITY OF CARLSBAD BUDGET HIGHLIGHTS City's Auto Mall generates almost $6 million per year in sales taxes for the City. Legoland, a family theme park, contributes to the City's sales tax base as well as stimulating the development of new hotels in the area. The effect of the new development and the demand for housing in Carlsbad is an increasing tax base. The five major revenue sources for the City - property taxes, sales taxes, TOT, franchise taxes, and vehicle license fees - are expected to provide $70.2 million, or 78%, of the City's General fund revenues in 2004. These taxes and fees are the major source of funding for most of the City's services and allow the City to live up to its reputation as one of the premier locations in San Diego County. For fiscal year 2003-04, the City's revenue projections reflect a return of consumer confidence with growth in base sales taxes at about 5%. Housing values are expected to level out, with some softening in the market, especially in the higher-end homes. Development is predicted at a rate similar to fiscal year 2003; again the constraint is based on the limited supply, not on the demand. And finally, tourism is expected to slowly recover over the year, with TOT receipts possibly reaching 2001's level by the end of 2004. More information on all of the City's revenues and programs can be found in the later sections of this document. The most significant areas of risk in the forecast for Carlsbad lie with the economy and the State deficit. If the economy does not pick up in the first half of 2004, sales taxes and TOT are most susceptible to significant variances from the forecast, although almost all other revenues may be affected. The consequences of a declining real estate market on property taxes would most likely not be realized until the following year (fiscal year 2005). The concern with the State's budget deficit is about how much of that deficit the City will be required to fund. The last time the State ran short of money (early 1990's), they took over $2.5 million from Carlsbad in the form of a reallocation of property taxes. These taxes were never allocated back to the City. The Governor's May Revision recommends eliminating the reimbursement for booking fees (about $200,000 to Carlsbad), shifting Redevelopment Agency tax increment to the State (similar to the property tax grab), deferring payment for State-mandated programs, as well as cutbacks in other State grant programs. While it would be preferable for the State to balance its budget without impacting local government, if the State can limit the effects to only those indicated in the May Revision, the impact on Carlsbad will be minimal. The danger is that these will not be enough and that further assaults on City revenue sources will occur. LOOKING FORWARD As stated earlier in this document, the City prepares ten-year forecasts for the General fund each year in order to understand the effects of actions taken today on the City's future. The City has experienced remarkable revenue growth over the past five to seven years due to the development of the majority of its commercial sites. The future will bring a few more commercial sites but at a much slower pace, while residential development will continue for a number of years. There are also quite a few City facilities - mainly parks - planned for in the future to serve the growing population. The new facilities will add operating costs to the City's General fund budget as they are completed and opened for use. These factors alone will cause the General fund costs to escalate at a higher rate than inflation. In addition, a number of other factors - mainly rising retirement and health care costs - will create upward pressure on expenditures, especially over the next five years. These factors have been incorporated into the General fund forecast shown A-8 CITY OF CARLSBAD BUDGET HIGHLIGHTS Total funding allocated for the Policy and Leadership Group for 2003-04 is $3.7 million. This MSA encompasses all elected officials and the chief executive offices for the City. These include the offices of City Council, City Manager, Communication, City Clerk, City Attorney, and City Treasurer. The Administrative Services MSA, with a budget of $16.3 million, includes finance, records management, human resources, purchasing, information technology, health insurance, risk management, and workers' compensation. These areas mainly provide services to internal City departments. Public Safety services are funded at $29.8 million and include all of the police and fire programs such as police patrol, vice/narcotics, juvenile diversion and DARE programs, fire prevention, emergency operations, and disaster preparedness. The 2003-04 budget includes funding for the replacement of the aging Computer-Aided Dispatch system (the "911" system). The total cost of this system is $3.6 million and is budgeted predominantly in the Capital Improvement Program due to its multi-year nature. Community Development, with a budget of $14.5 million, provides the services that guide and oversee the planning and development of Carlsbad as depicted in the City's General Plan. The General Plan is the base document that expresses the goals and public policy relative to future land use. It acts as a "constitution" for development and is the foundation upon which all land use decisions are based. Also included under Community Development are the housing and redevelopment programs. Community Services, with a budget of $14.4 million, is made up of the library, recreation, cultural arts, and seniors programs. These programs are provided to a wide range of people and assist in their education and cultural development. The 2003-04 budget includes $72,000 for an on-line system to bring recreation class registration into the homes of our citizens. Through some shifting of funding, the library will be able to have the Centre De Informacion opened 11 hours more per week. The service area requiring the largest amount of funds is Public Works, with a budget of $53.5 million. Public Works is responsible for the building and maintenance of all of the City's infrastructure and facilities and for the provision of utility services. It is comprised of the engineering, parks, streets, facilities, fleet, water, and sewer departments. One new full- time and two part-time positions have been added in Public Works to maintain the Carrillo Ranch Park grounds and facilities. The Non-Departmental and Contingency accounts total $10.4 million and include programs benefiting the City as a whole such as community promotions, community contributions, assessment services, transfers to other funds, and Council's contingency account. Included in the non-departmental group is a $3.6 million transfer to the Infrastructure Replacement fund. This program sets aside funds for the replacement of the City's base infrastructure. The contingency account, which is available to Council for emergencies and unforeseen program needs that arise during the year, is budgeted at $2.3 million. This is slightly lower than the amount adopted in the 2002-03 budget. In total, the contingency account amounts to 2.5% of the General fund budget. A-12 CITY OF CARLSBAD BUDGET HIGHLIGHTS CAPITAL IMPROVEMENT PROGRAM The City of Carlsbad's Capital Improvement Program (CIP) is a long-range planning document, which outlines the expenditure plan for current and future capital projects and the corresponding revenues to pay for those expenditures. Projects in the CIP consist primarily of new construction or major maintenance and replacement of City facilities such as parks, roads, civic facilities such as libraries, police and fire stations, and sewer, water, and drainage facilities. The Capital Improvement Program for 2003-04 totals $59.6 million in new appropriations. Some of the notable capital projects included in this year's budget are described below: Park Development • The design of Alga Norte Park, located in the southeast quadrant, is scheduled to begin in 2003-04. The first phase of development (about 20 acres) will include ball fields, picnic areas and tot lots, a skate park, and a dog park. Funding for design of the swimming pool at Alga Norte Park is also planned for 2003-04. An additional appropriation of $12 million will be appropriated for construction of the park. • Construction of Larwin Park, located in the northeast quadrant, is scheduled next year. This 22-acre park will encompass mainly passive uses including trails and tot lots. • Aviara Community Park is located in the southwest quadrant. Construction will begin on this 24-acre park site. The park is planned to include a ball field, a soccer field, basketball courts, and open play and picnic areas. The community facility is not scheduled for construction at this time. The master plan is complete and design of the Pine School park site, located in the northwest quadrant of the City, will begin. This park will include a multi-use field, basketball courts, picnic areas and tot lots, and an ornamental garden. Civic Projects • Funding for the first phase of the Lake Calavera Trails is included. This project includes a master plan and construction of approximately five miles of trails throughout the Lake Calavera development area, located in the northeast quadrant of the City. • The lighting at Chase Field will be replaced, at a total cost of $185,500. An additional $92,000 will be added to fund the Village Public Parking Enhancement Program to increase availability of parking and examine ways to better utilize existing parking in the downtown area. A-13 CITY OF CARLSBAD BUDGET HIGHLIGHTS Streets and Traffic Signals • Street projects receiving appropriations in 2003-04 include the Rancho Santa Fe Road widening and realignment project, which will receive an additional $16.7 million. In addition, next year's Capital Improvement Program includes $2 million for widening along sections along El Camino Real from Rancho Carlsbad to Sunny Creek Road and north of Cougar Drive. • There are four new traffic signals funded in the next fiscal year at a cost of about $575,000. • The Carlsbad Boulevard Encinas Creek Bridge is 90 years old and requires complete replacement. The CIP budget for next year includes funds for design of the bridge replacement project. • Street overlay projects are expected to cost $2.4 million. Sewer. Water, and Drainage Facilities • The CIP includes funding for the rehabilitation of the North Agua Hedionda Interceptor and for construction of the South Agua Hedionda lift station and force main. • The CIP also includes the City's share of costs for the Encina Sewer Treatment Plant and related projects to pay for expansion of the sewer system flow equalization and building improvements. The total cost for next year is $4.3 million. • An additional $745,000 will be appropriated to fund the Lake Calavera Reservoir improvements. These improvements are required in order to comply with the federal dam requirements. • A recycled water system is being developed to serve the industrial park area, and to increase the City's water supply and reduce dependence on external suppliers. Funding for the project will come from grants and loans, which will be repaid from water sales. The project is estimated to cost about $37 million once complete. The appropriations for this project were made toward the end of 2001-02, and are therefore not included in the total new appropriations amount. STAFFING The 2003-04 budget includes a total of 646 permanent positions (both full time and %-time positions) and 147.77 part-time positions (in full-time equivalents). This is a decrease of .75 permanent positions and an addition of 1.85 part-time positions (in full- time equivalents). A-14 CITY OF CARLSBAD BUDGET HIGHLIGHTS DEBT MANAGEMENT ISSUES The use of debt has always been a primary issue in the development of the Capital Improvement Program and the policies to implement the Growth Management Program. Over the years, the City has issued millions of dollars of bonds and Certificates of Participation (COPs) to fund streets, buildings, sewer and water facilities, open space acquisitions, and other infrastructure projects. The City is continually evaluating its outstanding debt as well as potential future issues to ensure that interest costs are kept at a minimum and the use of the bond funds is appropriate. The following table identifies the debt the City has issued, the outstanding principal, the 2003-04 principal and interest payments, and the scheduled year of payoff. Bond Name City of Carlsbad Debt Outstanding Outstanding 2003/04 Final Repayment Original Principal Payment Payment Source Bond Issue At 6/30/03 P & I FY 1997 Hosp Grove Refunding Certificates of General fund $ 6,595,000 $3,950,000 $754,800 2009 Participation 1997 CMWD Refunding Certificates of Water Participation Enterprise 1996 Refunding Encina JPA Sewer Expansion Sewer Enterprise $7,400,000 $1,175,000 $1,226,700 2004 $11,080,000 $8,375,000 $936,258 2014 1993 Redevelopment Tax Allocation Bonds Redevelopment $15,495,000 $13,200,000 $1,045,404 2024 Subtotals $40,570,000 $26,700,000 $3,963,162 1997 Reassessment District Colleges Alga Assessment $18,475,000 $9,635,000 $1,595,923 2012 District 1997 Carlsbad Ranch 1998 Rancho Carrillo Subtotals Totals Assessment $10,175,438 $8,840,000 $745,450 2023 District Assessment $ 19,600,000 $ 18,075,000 $ 1,296,578 2028 District $48,250,438 $36,550,000 $3,637,951 $88,820,438 $63,250,000 $7,601,113 A-15 CITY OF CARLSBAD BUDGET HIGHLIGHTS well as growth in other hotels and restaurants. Although the tourism industry declined in the past year, it is expected that travel will pick back up in the upcoming year. In addition, the development revenues are providing the funding to pay for the services provided to the building industry and to offset the cost of capital improvements needed to serve the growing population. All of these events add to the diversity and strength of Carlsbad's economic base that will provide the funding for additional services needed to maintain the quality of life in Carlsbad. The requests in this year's budget reflect the anticipated achievement of Council's vision and goals for the City. It allocates the available funding in a manner that proactively plans for the future. This plan will ensure that top-quality services are provided to all who live, work, and play in Carlsbad. A-17 BUDGET SUMMARY FISCAL YEAR 2003-04 PROJECTED BALANCE PROGRAM AREA JULY 1 , 2003 OPERATING BUDGET Policy / Leadership Group Administrative Services Public Safety Community Development Community Services Public Works Non Departmental & Contingencies SUBTOTAL OPERATING $101,328,194 CAPITAL IMPROVEMENT PROGRAM Fiscal Year 2003-04 $285,855,688 2002-03 Continuing Appropriations TOTAL OPERATING AND CAPITAL $387,1 83,882 ESTIMATED ADOPTED FUND REVENUES BUDGET TRANSFERS $3,698,896 16,343,135 29,858,967 14,516,962 14,397,896 53,505,090 10,427,299 $147,223,959 $142,748,245 $0 $37,848,370 $59,608,618 $185,072,329 $202,356,863 $0 PROJECTED BALANCE JUNE 30, 2004 $105,803,908 $264,095,440 (105,614,939) $158,480,501 $264,284,409 FISCAL YEAR 2002-03 BALANCE PROGRAM AREA JULY 1 , 2002 OPERATING BUDGET Policy / Leadership Group Administrative Services Public Safety Community Development Community Services Public Works Non Departmental & Contingencies SUBTOTAL OPERATING $121,629,711 CAPITAL IMPROVEMENT PROGRAM Fiscal Year 2002-03 $248,396,341 TOTAL OPERATING AND CAPITAL $370,026,052 ESTIMATED ESTIMATED REVENUES EXPENDITURES $3,425,718 15,113,985 28,097,966 14,788,354 13,399,731 49,889,967 6,877,014 $146,291,218 $131,592,735 $71,414,062 $68,954,715 $217,705,280 $200,547,450 PROJECTED FUND BALANCE TRANSFERS JUNE 30, 2003 ($35,000,000) $101,328,194 $35,000,000 $285,855,688 $0 $387,183,882 A-18 PERSONNEL ALLOCATIONS FOR 2002-03 AND 2003-04 MAJOR SERVICE AREA IPOLICY AND LEADERSHIP GROUP CITY COUNCIL CITY MANAGER COMMUNICATIONS CITY TREASURER CITY CLERK CITY ATTORNEY (ADMINISTRATIVE SERVICES ADMINISTRATION RECORDS MANAGEMENT INFORMATION TECHNOLOGY FINANCE RISK MANAGEMENT HUMAN RESOURCES & WORKERS COMP IPUBLIC SAFETY POLICE FIRE (COMMUNITY DEVELOPMENT COMMUNITY DEVELOPMENT ADMINISTRATION BUILDING INSPECTION ECONOMIC DEVELOPMENT GEOGRAPHIC INFORMATION PLANNING HOUSING AND REDEVELOPMENT (COMMUNITY SERVICES LIBRARY CULTURAL ARTS RECREATION SENIOR PROGRAM (PUBLIC WORKS ADMINISTRATION ENGINEERING SERVICES GENERAL SERVICES MAINTENANCE & OPERATIONS ADJUSTED FINAL BUDGET 2002-03 1 1.00 6.00 2.75 0.75 0.00 7.00 | 2.00 8.00 16.00 28.00 2.00 10.00 I 150.00 79.75 | 3.00 13.00 1.00 2.00 25.00 10.00 I 48.00 4.75 31.00 2.00 I 6.00 57.00 57.75 73.00 ADOPTED BUDGET 2003-04 1.00 6.00 2.75 0.75 0.00 7.00 2.00 8.00 16.00 28.00 2.00 10.00 148.00 79.75 3.00 13.00 1.00 2.00 25.00 10.00 48.00 5.00 31.00 2.00 6.00 57.00 58.75 73.00 OVER (UNDER) 2002-03 ALLOCATED 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 (2.00) 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.25 0.00 0.00 0.00 0.00 1.00 0.00 FULL AND 3/4 TIME LABOR FORCE 646.75 646.00 (0.75) A-19 PERSONNEL ALLOCATIONS FOR 2002-03 AND 2003-04 (Continued) SUMMARY OF REQUESTED LABOR Full Time Personnel 3/4 Time Personnel in Full Time Equivalents Hourly Full Time Equivalent Personnel TOTAL LABOR FORCE FORCE BY CATEGORY 2002/03 640.00 6.75 145.92 792.67 2003/04 640.00 6.00 147.77 793.77 Difference 0.00 (0.75) 1.85 1.10 LIMITED TERM EMPLOYEES INTERNS Management Interns Building Inspector Intern Division Chief GIS Intern Planning Technician Intern TOTAL LIMITED TERM EMPLOYEES 2002/03 2.00 2.00 1.00 0.50 1.00 6.50 2003/04 2.00 2.00 1.00 0.50 1.00 6.50 Difference 0.00 0.00 0.00 0.00 0.00 0.00 A-20 BUDGET AWARD GOVERNMENT FINANCE OFFICERS ASSOCIATION Distinguished Budget Presentation Award PRESENTED TO City of Carlsbad California For the Fiscal Year Beginning July 1, 2002 The Government Finance Officers Association of the United States and Canada (GFOA) has presented an award of Distinguished Presentation to the City of Carlsbad for its annual budget for fiscal year 2002-03. In order to receive this award, a governmental unit must publish a budget document that meets program criteria as a policy document, as an operations guide, as a financial plan, and as a communication device. The award is valid for a period of one year only. We believe our current budget continues to conform to program requirements, and we are submitting it to GFOA to determine its eligibility for another award. A-22 T-'. >• m U l^wfe'r ?*arfr ^ *»; "stl^jj,.; . '||fc %-Mris .•W- $4-K...V-£: %l! •X'»*S*r , ..•,, -. . . LEADERSHIP GROUP | 'PADMINlSTRATlVE SERVICES ;lfe i ^iiil-: •! •«»«« 2003-04 OPERATING BUDGET OVERVIEW The Operating budget for fiscal year 2003-04 totals $142.7 million, with revenues for the year estimated at $147.2 million. General fund revenues are estimated at $90.9 million and budgeted expenditures are $84.8 million. REVENUE The following table shows the total operating revenues the City anticipates receiving for 2002-03, as well as those estimated for 2003-04. REVENUE SUMMARY BY FUND TYPE (In Millions) FUND GENERAL FUND SPECIAL REVENUE ENTERPRISE INTERNAL SERVICE REDEVELOPMENT TOTAL PROJECTED 2002-03 $ 88.4 11.2 31.5 12.9 2.3 $ 146.3 ESTIMATED 2003-04 $ 90.9 11.3 31.0 11.3 2.7 $ 147.2 $ CHANGE $ 2.5 0.1 (0.5) (1.6) 0.4 $ 0.9 % CHANGE 2.8% 0.9% (1.6%) (12.4%) 17.4% 0.6% Revenue estimates for the Operating budget indicate that the City will receive a total of $147.2 million, essentially equal to the current year projections. Increases in General fund revenues, mainly property and sales taxes, offset the declines in the other funds. The decline of $1.6 million in the Internal Service funds is due to changes in the Health Insurance plans. More information on the City's revenue sources can be found in the discussion below. General Fund General fund revenues provide a representative picture of the local economy. These revenues are of particular interest, as they fund basic City services such as police, fire, library, street and park maintenance, and recreation programs. The table below shows a summarized outlook for the major General fund revenues. SIGNIFICANT GENERAL FUND REVENUES (In Millions) FUND PROPERTY TAX SALES TAX TRANSIENT OCC. TAX FRANCHISE TAXES VEHICLE LICENSE FEES DEVELOPMENT REVENUES ALL OTHER REVENUE TOTAL PROJECTED 2002-03 $ 24.6 23.7 8.6 3.7 5.0 5.5 17.3 $ 88.4 ESTIMATED 2003-04 $ 26.9 25.1 9.0 3.8 5.3 4.1 16.7 $ 90.9 $ CHANGE $ 2.3 1.4 0.4 0.1 0.3 (1.4) (0.6) $ 2.5 % CHANGE 9.3% 5.9% 4.7% 2.7% 6.0% (25.5%) (3.5%) 2.8% This year it is expected that property taxes will grow to $26.9 million, a 9.3% increase over the past year. Property taxes tend to lag behind the rest of the economy, as the tax for the upcoming fiscal year is based on assessed values from the previous January. Thus, the taxes B-1 2003-04 OPERATING BUDGET OVERVIEW rate structures anticipated in next fiscal year and no significant changes projected for any of the other revenue sources. Not included in estimated revenues for 2004 is any transfer from the General fund to the Golf Course fund. The City has been transferring $600,000 per year to this fund to assist in financing a future municipal golf course. For the upcoming year, the transfer has not been proposed, as the project is still in the permitting process with the environmental agencies. If the project receives the required environmental approvals and Council authorizes the project, the appropriate transfers and loans will be made at that time. Other changes in the Enterprise funds are the result of normal fluctuations in operations. There are no planned rate increases in any of the Enterprise funds. Internal Service funds show estimated revenues of $11.3 million for 2003-04, a decrease of $1.5 million, or 12%, over 2002-03 projections. Internal Service funds provide services within the City itself and include programs such as the self-insurance funds for Workers' Compensation, Liability and Health Insurance, as well as Information Technology and Vehicle Maintenance and Replacement. Departments pay for services provided by these funds; therefore, the rates charged for the services are based on the cost to provide the service. The goal of the Internal Service funds is to match their budgeted expenses with charges to the departments after allowing for a certain level of reserves within the fund. There are two main reasons for the change in the revenue estimates for the Internal Service funds. The most significant is the change in the City's health plans for its employees. A large number of City employees will be switching from a self-insured plan to the CalPERS Health plan. Under the CalPERS plan, premiums for the insurance will be paid directly to CalPERS and will no longer be shown in this fund. This reduced the revenues to the Health Insurance fund by $2.2 million. Offsetting that decrease was an increase of $483,000 in the revenues for the Information Technology fund. Most of that increase is due to a planned transfer from the General fund to pay for the hardware needed for the new Computer-Aided Dispatch (CAD) system, also known as the "911" system. The system will replace the current 13-year-old system as well as provide new components that will improve the effectiveness of the City's police force. More information on these changes can be found in the section of this letter entitled "Expenditures." Redevelopment revenues are expected to total $2.7 million in the upcoming year, a 17% or $344,000 increase over projections for the previous year. Most of the increase is the result of additional tax increment to be received from the South Carlsbad Coastal Redevelopment Area. Under redevelopment law, tax increment can only be used to repay debt incurred. Thus, the Redevelopment Agency cannot receive taxes greater than the total of what it expects to incur in the upcoming year plus that amount incurred to date. For fiscal year 2003, the estimated debt was not sufficient to receive all of the available tax increment since it was such a new Redevelopment area. For fiscal year 2004, the Agency estimates that it will have incurred sufficient debt to receive its full share of the tax increment. Thus, the tax increment should increase to approximately $631,000 from the $175,000 expected in fiscal year 2003. Tax increment in the City's other Redevelopment area (the Village) is expected to increase by 2% to $1.9 million in fiscal year 2004. As with most property in California, the growth in assessed values (and property taxes) is limited to no more than 2% per year. The assessed value is only increased to the full market value upon the sale of the property. Unless there is significant resale activity or new development, the increment would not be expected to grow more than 2% per year. B-6 2003-04 OPERATING BUDGET OVERVIEW EXPENDITURES The City's Operating budget for 2003-04 totals $142.7 million, which represents an increase of $2.5 million, or 1.8%, from the adopted 2002-03 budget. This increase is mainly the result of slight increases in the General fund budget. The changes in each of the City's programs will be discussed fully below. Budgetary Policies Budget policies were developed using the "Expenditure Control Budgeting" or ECB process introduced a few years ago. Using this approach, each department was given a block appropriation containing sufficient funds to provide the current level of services for the upcoming year. As Carlsbad is a growing city, the block appropriation should contain sufficient funds to pay for inflationary increases as well as growth in the customer base. This year the calculated index was 3.5%. However, due to the state of the economy, as mentioned earlier, a "hold the line" budget approach was taken. Departments were given only a 2% increase in their block budget and were challenged to use this increase as well as prior savings to fund the inflationary and growth increases while maintaining the same level of service. The outcomes desired from this year's budget process were: • No noticeable cuts in services and service levels. • No layoffs. • Identification of new revenue generation opportunities. • A balanced budget and a long-term plan for staying in balance. Keeping in mind those outcomes, the following policies were developed: • No new programs, other than those already scheduled in the CIP. • No new positions unless absolutely necessary. • Block budget increase of 2% plus an additional amount for safety services due to higher PERS (retirement) costs. For the 2003-04 budget, the block was calculated as follows: • Personnel and Maintenance and Operation costs were calculated using last year's block increased by 2%. The calculated index of 3.5% included 1.6% for growth and 1.9% for inflation. This amount was reduced to 2% to assist in balancing the budget for the future. • Capital Outlay requests in excess of $10,000 were not included in the block budget. These one-time items could be requested separately. Approved capital outlay requests were added to the operating budgets. Budgets were not to exceed the block amounts and no additional appropriations are expected during the year except in the case of a significant unanticipated event. Any amounts that are unspent at the end of the fiscal year will be carried forward in their entirety to the new fiscal year. In addition to the block appropriations, budget requests could be made to implement specific goals or to operate new facilities. If the request was approved, the additional funds were added to the budget. B-7 2003-04 OPERATING BUDGET OVERVIEW Budgeted Expenditures Through the application of these guidelines and policies, the 2003-04 Operating budget of $142.7 million was developed. The theme of this year's proposed budget is "preservation" - to preserve the quality and level of our services while maintaining a balanced budget for now and in the future. Due to the uncertainties regarding the economy and the State's budget deficit as well as significant cost increases looming in the future, management felt the best course of action was to continue to do what we do well and hold the line on any new items that would add ongoing commitments to the budget. Thus, this year's proposed budget maintains the high level of services Carlsbad's citizens have come to expect but does not propose any new enhancements other than those previously planned. The 2003-04 Operating budget proposes 1.25 new full-time and three-quarter-time employees and the deletion of two police positions that were previously funded by grants, for a net decrease of .75. The net increases in hourly staff total approximately 1.85 full-time equivalents (FTE). These changes will bring the City's workforce to 646 full and three-quarter-time employees and 147.77 hourly FTE. The new employees are proposed to staff new facilities coming on line in fiscal year 2004 as described below. New Facilities The City has a large number of major capital projects scheduled to be built over the next five years. As the City completes these projects, the costs of maintaining and operating the facilities are added to the Operating budget. Carrillo Ranch Park - The Carrillo Ranch Park will open in summer 2003. Total costs to operate the park are estimated at $383,400. A recreation manager and a part-time 1,000-hour position were added in the later part of fiscal year 2003 to get ready for the opening. These recreation positions will create and manage the interpretive programs, supervise and coordinate exhibit design consultants, schedule and supervise facility use by renters for special occasions, and perform the administrative day-to-day operations. In addition, one full-time and two part-time 1,000-hour positions (two FTE total) are proposed in the fiscal year 2004 budget to maintain the Carrillo Ranch Park grounds and facilities. Sufficient funding was also added to cover the heat, lights, and other operational costs. Citywide Trails System - In 2002, Council authorized 50% of a new park planner to be dedicated to implementation of a trails program for the City. Since that time, the efforts have been directed along two paths: (1) the inclusion of trails in new master plans as well as along circulation element roads, and (2) the acceptance of privately owned trails into the Citywide trail system. Presently, there are 6.5 miles of trails under the City's jurisdiction, which must be maintained, and it is anticipated that an additional 6 or more miles will be added in the next year. While staff is using volunteers to help with the trail maintenance, some City assistance is needed to keep up an acceptable level of maintenance. Thus, a part-time 1,000-hour position (.5 FTE) is requested in the budget along with funds to do the maintenance work. The total budget request is $27,175. City Hall Campus - In December 2001, the City purchased the former Farmers Insurance Building located at the corner of El Camino Real and Faraday Avenue, the geographic center of the City. For one year after the purchase, the building was leased back to the former owners, who paid for the operating costs of the building while the City paid for the grounds maintenance B-8 2003-04 OPERATING BUDGET OVERVIEW ($67,300 in the fiscal year 2003 budget). As of January 2004, the lessee has vacated the building and the City must now assume the operating costs. Thus, $75,000 has been added to the proposed budget to pay for the heat, lights, and routine building maintenance. Public Safety Public safety has always been, and remains, a top Council priority. Although there is not a significant amount of new money proposed in this year's Operating budget for public safety, improvements are under way. One very significant project planned for the upcoming years is implementation of the Public Safety Technology Plan. In addition to replacing an aging Computer- Aided Dispatch system (the "911" system), this comprehensive public safety technology project uses the best technologies to link street officers and investigators with the most expansive and effective regional information-sharing network in the nation - ARJIS (Automated Regional Justice Information System). ARJIS directly supports federal anti-terrorism and anti-crime efforts by providing a huge amount of information to federal agencies in a form that can be efficiently analyzed and shared. The project has a number of components and, due to its multi-year nature, has been budgeted predominantly in the Capital Improvement Program (CIP). The total cost is $3.6 million. The proposed Operating budget contains $853,000 for hardware, with $563,000 coming from the General fund and $290,000 from hardware replacement reserves in the Information Technology fund. There is also $280,000 proposed to be spent from the Asset Forfeiture and other police grant funds for overtime and soft costs required for implementation of the project. The balance of the funding, $2.4 million, is shown in the General Capital Construction fund in the CIP. Another area to receive increased attention next year is the safety and preservation of Carlsbad's open spaces. With the emergence of sensitive environmental trusts and preserve areas, along with the development of the Citywide trail system, the Off-Road Law Enforcement (ORLE) team has experienced an increase in complaints and calls for service. The ORLE team provides a unique off-road service through both enforcement and education. During off-road patrols, officers contact numerous people for a variety of violations such as driving off-road, illegal dumping of vehicle parts and debris, trespassing, illegal camping, vandalism, drug/alcohol violations, and abandoned vehicles. This year's budget requests the purchase of five motorcycles (two replacements and three new) and related equipment, which will be funded 75% from the Abandoned Vehicle Abatement (AVA) fund and 25% from Police Asset Forfeiture funds. With the added motorcycles, staff will be able to patrol more frequently and adequately respond to off-road complaints. As the population of our City continues to grow, additional police staff has been added to maintain the level of safety services. Last year, Council added seven new positions. In the previous year (fiscal year 2002), three officers were added. And in September 2002, Council approved two more officers on a temporary basis for the bicycle patrol using the COPS grant funds. The intention was to eventually absorb the temporary positions through attrition into the permanent staffing count. This year's budget shows the elimination of those temporary positions. This is a paper transaction only, as the positions are vacant and unfunded at this time. A change in the Fire safety area was previously approved by Council and is reflected in the fiscal year 2004 budget. On July 1, 2003, the City of Carlsbad's Fire Department will become a member of the North County Dispatch Joint Powers Authority (NCDJPA). The NCDJPA was B-9 2003-04 OPERATING BUDGET OVERVIEW formed in July 1984 and currently includes members from the cities of Encinitas, San Marcos, Solana Beach, Vista, and the Rancho Santa Fe Fire District. An immediate advantage will be the ability of the NCDJPA to dispatch the closest unit(s) to an emergency scene regardless of jurisdictional boundaries. The City believes joining the NCDJPA will also improve regional coordination, create operational efficiencies, and improve cross-jurisdictional response times with the member agencies. The annual cost associated with being a member of the NCDJPA is estimated to be $256,000, with the City receiving a discount of 30%, 20%, and 10% in years one, two, and three respectively. Technology The City continues to enhance its use of technology in order to reduce processing costs and increase customer services. This year's budget includes $72,000 to bring recreation class registrations into the homes of our citizens. The plan is to implement an on-line registration system so that busy moms, dads, seniors, and everyone else will be able to register for their favorite City class at their computer any time of the day or night. The budget also includes $100,000 to provide links between the Document Management System (DMS) and the Geographic Information System (GIS). This project would allow a person to click on the GIS map for a particular area of the City and obtain all of the engineering documents related to that particular point. This will greatly reduce the amount of time spent by City staff in locating and viewing documents and will ensure that they have the appropriate plans for the work they are doing. Customer Service One of Council's goals is top-quality service, which means serving our customers well. Although there are no new customer service initiatives funded in the budget this year due to economic concerns, it does not mean that the City is not continuing its efforts to provide the best service to our citizens and customers. There are numerous goals proposed for the 2004 fiscal year that will enhance the service we provide without costing a lot of extra money. Some of these include process changes so our services can be provided faster. Some involve setting standards so the service quality can be measured and improvements made where necessary, and others involve improving communications with our citizenry and customers so that everyone can understand and participate in their City government. Providing opportunities for lifelong learning is another area where no money has been added but improvements are happening. For 2004, some funding has been shifted in the library so that the Centre De Information can be opened longer - 11 hours more per week. This will give the Spanish-speaking community longer access to the information provided in this very unique facility. Cost Savings With the emphasis this year on controlling costs, a hard look was taken at the numbers and types of vehicles being purchased as replacements for the City's current fleet. Each vehicle was reviewed to determine the need for replacement at this time as well as whether the replacement could be a smaller, less costly, more fuel-efficient vehicle without hurting the effectiveness of the program. The result of this review was that of the 58 vehicles that met the replacement criteria outlined in Administrative Order Number 3, only 21 vehicles were selected for replacement. Of the 21 units selected for replacement, 9 vehicles could be downsized. B-10 2003-04 OPERATING BUDGET OVERVIEW General Fund Total budget for the General fund is $84.8 million, which is 2.4 % more than the previous budget of $82.8 million. The increase is mainly due to the 2% increase given to departments in their block budget. GENERAL FUND EXPENDITURES BY MAJOR SERVICE AREA (In Millions) FUND POLICY/LEADERSHIP ADMINISTRATIVE SERVICES PUBLIC SAFETY COMMUNITY DEVELOPMENT COMMUNITY SERVICES PUBLIC WORKS NON-DEPARTMENTAL CONTINGENCY TOTAL BUDGET 2002-03 $ 3.7 5.4 28.4 6.2 14.1 15.1 7.4 2.5 $ 82.8 BUDGET 2003-04 $ 3.7 5.3 29.2 6.2 14.3 15.7 8.1 2.3 $ 84.8 $ CHANGE $ (0.1) 0.8 0.2 0.6 0.7 (0.2) $ 2.0 % CHANGE 0.0% -1 .9% 2.8% 0.0% 1.4% 4.0% 9.5% -8.0% 2.4% The Council Contingency account, which is available for unanticipated emergencies or unforeseen program needs, is budgeted at $2.3 million, or approximately 2.5% of the 2003-04 General fund budget, which is consistent with the $2.5 million budgeted in the prior year. During 2002-03, less than $600,000 of the contingency account was used. Non-departmental expenses include payments for debt service, transfers to other funds, and administrative and other expenses not associated with any one department. The increase of approximately $600,000 is due mainly to a $563,000 transfer from the General fund to the Information Technology fund to help fund the CAD hardware costs and a new budget of $250,000 to fund Citywide litigation costs. Neither of these items was in the previous year's budget. In addition, the Infrastructure Replacement fund transfer was increased by $105,000. This amount is budgeted at about 4% of General fund revenues. The increases were offset by $600,000, as no amount was budgeted for the transfer to the Golf Course. The Golf Course fund has sufficient cash to fund its current obligations, so no transfer was proposed. The remainder of the changes in the recommended General fund budget are relatively minor. These are addressed below by Major Service Area (MSA). • The Policy/Leadership Group includes all elected officials and the City Manager's Office. This budget is essentially the same as last year other than a decrease in the Communication budget, which is the result of one-time capital outlay purchases in the prior year. • There were minimal changes in the total budget for Administrative Services. The decline is due to a one-time charge for a new cash management system in the previous year. Also, note that the finance and purchasing functions have been combined and are now shown together under Finance. • The growth in Public Safety is due, for the most part, to increases in the block budget for the increased safety PERS costs. Also the Fire budget had a corresponding decrease due to a $475,000 one-time payment to pay off of the 800mHz system in the prior year. B-12 2003-04 OPERATING BUDGET OVERVIEW • In the Community Development area, the .1% decrease is mainly due to some one-time costs in the previous year, offset by an increase in the amount budgeted for the "Connecting Community, Place, and Spirit" program. • In the Community Services area, the 1.3% increase is mainly due to the block budget increases. In addition, as mentioned earlier, additional money has been budgeted for the costs associated with the maintenance of the Citywide trails and the operating of Carrillo Ranch Park. Public Works shows an overall increase of 3.8%. This increase is from the block budget increase as well as the additional funds added to the Parks and Facilities budgets for the maintenance of new facilities including Carrillo Ranch Park. • Capital outlay expenses totaling approximately $313,000 have been included in the General fund budget. Changes In Other Funds Special Revenue funds, at $10.9 million, show an increase in anticipated spending of approximately $357,000, or 3%. Most of the increase can be attributed to the $250,000 budgeted in Police Asset Forfeiture to be used for temporary help in implementing the new Computer-Aided Dispatch system. In addition, the Storm Water Protection Program fund budget increased by 15%. This increase is mainly due to increased permit costs and a new database. Of special note is the Median Maintenance fund. This is a Citywide Landscape Maintenance fund that collects assessments paid by property owners to pay for the maintenance of the City's medians. Using current budget estimates for maintaining current service levels, staff anticipates that this fund will run short of cash by approximately $150,000 by the end of fiscal year 2004. Staff is currently evaluating the options available to Council and will be asking for Council direction in the near future. The assessments in this District cannot be increased without a vote of the property owners. Enterprise funds total $31.4 million, which is an increase of $1 million, or 3.6%. The most significant change is in the Sanitation budget. The proposed $1.3 million increase is mainly for two special projects being proposed for fiscal year 2004. The first is $975,000 for access hole rehabilitations. This project will clean and refurbish access holes older than 30 years, or replace if not able to refurbish. The second project is $105,000 for flow monitoring and video inspections. This will provide information on current flow rates and the existing condition of the Vallecitos and Buena interceptor sewers and access holes. As part of the ongoing financial management program, the City annually prepares five-year forecasts for both the Water and Sanitation funds. The Water funds forecast shows that the fund will carry some cash balances forward over the next several years as the construction of the 4 MGD recycled water plant is completed. When that plant goes into service, the operating requirements will be reevaluated. During this time period, no water rate increases are anticipated. For the Sanitation fund, the forecast shows that a rate increase in the range of 4% to 5% will most likely be needed in the next fiscal year (2004-05) to keep the fund balance reserve within the desired range of 40% of the Operating budget. B-13 2003-04 OPERATING BUDGET OVERVIEW The Internal Service funds budgets decreased in total by $1.1 million, or 7%. The Internal Service funds are self-supporting through user charges. Changes occurred in a number of these funds: • The Workers' Compensation fund budget was increased by $240,000 due to rising health care costs. • The Health Insurance budget shows a decline of $1.6 million due to the change from the self-insured plan to the CalPERS Health Plan, mentioned earlier under the Revenues section. Some appropriations for self-insurance have remained in this fund to pay for incurred but unreported claims as of fiscal year-end. • The Vehicle Replacement fund budget varies from year to year depending on the need for replacements. As discussed earlier, the decline in this fund was possible due to a concentrated effort to downsize the City's fleet. A list of the requested vehicle replacements can be found at the end of this document. • The Information Technology fund shows an increase of $966,000 in its budget. This is mainly due to the $853,000 budgeted in this fund for hardware for the Public Safety Technology Plan (Computer-Aided Dispatch and related components). The Redevelopment Agency budgets have increased by a total of $172,000 for 2003-04. This is mainly due to additional amounts budgeted for the South Carlsbad Redevelopment Area. Work is beginning on the master plan for the area, so more of staffs time (hence, salaries) is being spent in this area. SUMMARY The City of Carlsbad has fared well from an economic viewpoint. It is evident that the planning and foresight by the City Council and residents have provided a sound economic base for the City. The increased job opportunities from the development of the industrial and commercial areas, as well as Carlsbad's reputation as a quality city, are keeping the demand for housing growing, which in turn increases the property tax base. The continued opening and expansion of the commercial ventures enhance Carlsbad's standing as a destination resort and give it the revenues needed to provide quality services to the citizens and businesses. All of these events add to the diversity and strength of Carlsbad's economic base, which will provide the funding for additional services needed to maintain the quality of life in Carlsbad. The challenges for the future will revolve around changing from a developing City to a fully built City; it will be about managing costs while continuing to look for appropriate revenue streams sufficient to pay for the services desired by the citizens. This year's budget reflects the anticipated achievement of Council's vision and goals for the City. It allocates the available funding in a manner that proactively plans for the future. This plan will provide top-quality services to all who live, work, and play in Carlsbad. B-14 2003-04 OPERATING BUDGET OVERVIEW B-15 CITY OF CARLSBAD OPERATING FUNDS PROJECTED FUND BALANCES FUND GENERAL FUND SPECIAL REVENUE STORM WATER PROTECTION POLICE ASSET FORFEITURE COPS GRANT POLICE GRANTS HOUSING SECTION 8 HOUSING TRUST FUND LIBRARY ENDOWMENT FUND LIBRARY GIFTS/BEQUESTS TREE MAINTENANCE MEDIAN MAINTENANCE STREET LIGHTING BUENA VISTA CRK CHNL MNT ARTS SPECIAL EVENTS SENIOR NUTRITION SENIOR DONATIONS CDBG ENTITLEMENT/REHAB COMMUNITY ACTIVITY GRANTS CULTURAL ARTS PROGRAM SISTER CITY DONATIONS ARTS GENERAL/GALLERY DONATIONS TOTAL ENTERPRISE WATER OPERATIONS RECYCLED WATER OPERATIONS SEWER OPERATIONS SOLID WASTE MANAGEMENT GOLF COURSE TOTAL INTERNAL SERVICE WORKER'S COMP SELF INSURANCE RISK MANAGEMENT HEALTH INSURANCE RECORDS MANAGEMENT VEHICLE MAINTENANCE VEHICLE REPLACEMENT INFORMATION TECHNOLOGY TOTAL REDEVELOPMENT VILLAGE OPERATIONS / DEBT SVC VILLAGE LOW/MOD INCOME HOUSING SCCRA OPERATIONS / DEBT SVC SCCRA LOW/MOD INCOME HOUSING TOTAL TOTAL OPERATING FUNDS UNRESERVED BALANCE JULY 1,2002 70,704,317 1 ,222,294 589,178 178,085 234,229 346,287 4,296,363 276,538 118,556 917,022 16,842 1,155,880 841,814 82,730 3,773 176,540 (11,454) 1 ,080,228 225,894 4,596 92,838 1 1 ,848,233 10,353,437 1,375,404 4,602,167 4,014,828 1 ,439,035 21,784,871 1,812,090 2,877,068 679,581 (156,110) 442,227 5,610,132 2,602,706 13,867,694 1 ,739,863 1,199,704 374,801 110,228 3,424,596 $121,629,711 ESTIMATED REVENUES 88,374,000 1,146,419 65,000 172,000 95,600 5,324,822 1 ,245,300 12,000 76,000 623,600 456,900 853,175 137,000 17,000 0 25,000 883,000 70,000 10,000 700 21 ,000 11,234,516 20,704,100 2,487,500 6,633,000 926,000 715,000 31 ,465,600 670,231 730,009 3,137,000 1,030,400 1,599,192 1 ,754,369 3,960,300 12,881,501 1,624,601 440,000 221,000 50,000 2,335,601 $146,291,218 ESTIMATED FUND EXPENDITURES TRANSFERS 75,746,129 (35,000,000) 300,000 1,218,729 101,122 154,677 148,323 5,348,824 325,413 6,000 80,283 680,000 581,023 1 ,050,000 86,090 39,035 3,773 0 1,712,551 95,000 20,000 0 28,832 1 1 ,679,675 19,243,574 1 ,658,624 6,559,430 202,856 181,154 27,845,638 1,606,818 1,614,910 2,937,452 952,410 1,774,674 1,957,151 3,444,400 14,287,815 1,627,798 (300,000) 202,722 170,588 32,370 2,033,478 $131,592,735 ($35,000,000) PROJECTED RESERVED BALANCE BALANCES JUNE 30, 2003 48,632,188 1,149,984 553,056 195,408 181,506 322,285 5,216,250 282,538 114,273 860,622 (107,281) 959,055 892,724 60,695 0 201,540 (841,005) (1,000,000) 55,228 215,894 5,296 85,006 10,403,074 11,813,963 2,204,280 4,675,737 4,737,972 1 ,972,881 25,404,833 875,503 1,992,167 879,129 (78,120) 266,745 (6,261,350) (854,000) (1,225,000) 1,893,606 4,975,030 1 ,436,666 1,436,982 425,213 127,858 3,426,719 ($8,486,350) $92,841,844 B-16 CITY OF CARLSBAD OPERATING FUNDS PROJECTED FUND BALANCES FUND GENERAL FUND SPECIAL REVENUE STORM WATER PROTECTION POLICE ASSET FORFEITURE COPS GRANT POLICE GRANTS HOUSING SECTION 8 HOUSING TRUST FUND LIBRARY ENDOWMENT FUND LIBRARY GIFTS/BEQUESTS TREE MAINTENANCE MEDIAN MAINTENANCE STREET LIGHTING BUENA VISTA CRK CHNL MNT ARTS SPECIAL EVENTS SENIOR NUTRITION SENIOR DONATIONS CDBG ENTITLEMENT/REHAB COMMUNITY ACTIVITY GRANTS CULTURAL ARTS PROGRAM SISTER CITY DONATIONS ARTS GENERAL DONATIONS TOTAL ENTERPRISE WATER OPERATIONS RECYCLED WATER OPERATIONS SEWER OPERATIONS SOLID WASTE MANAGEMENT GOLF COURSE TOTAL INTERNAL SERVICE WORKER'S COMP SELF INSUR RISK MANAGEMENT HEALTH INSURANCE RECORDS MANAGEMENT VEHICLE MAINTENANCE VEHICLE REPLACEMENT INFORMATION TECHNOLOGY TOTAL REDEVELOPMENT VILLAGE OPERATIONS / DEBT SVC VILLAGE LOW/MOD INCOME HOUSING SCCRA OPERATIONS / DEBT SVC SCCRA LOW/MOD INCOME HOUSING TOTAL TOTAL OPERATING FUNDS PROJECTED BALANCE JULY 1,2003 48,632,188 1,149,984 553,056 195,408 181,506 322,285 5,216,250 282,538 114,273 860,622 (107,281) 959,055 892,724 60,695 0 201,540 (841,005) 55,228 215,894 5,296 85,006 10,403,074 11,813,963 2,204,280 4,675,737 4,737,972 1,972,881 25,404,833 875,503 1,992,167 879,129 (78,120) 266,745 (854,000) 1 ,893,606 4,975,030 1,436,666 1 ,436,982 425,213 127,858 3,426,719 $92,841 ,844 ESTIMATED REVENUES 90,890,000 1,093,950 55,000 167,000 0 5,544,729 810,000 12,000 41,500 616,900 457,400 885,080 7,500 15,000 0 20,000 1,451,700 45,000 10,000 2,000 20,000 1 1 ,254,759 21,023,400 2,181,300 6,682,400 1,041,000 110,000 31,038,100 779,000 737,000 925,000 955,500 1 ,784,000 1 ,727,000 4,443,500 11,351,000 1 ,672,500 367,000 489,200 161,400 2,690,100 $147,223,959 ADOPTED FUND BUDGET TRANSFERS 84,868,587 300,000 1 ,244,750 403,900 182,915 30,000 5,549,702 256,340 6,000 67,620 697,979 504,841 1,165,034 1,629 36,103 0 0 654,408 60,000 20,000 2,000 13,500 10,896,721 20,874,869 1,913,117 8,029,909 276,761 300,000 31 ,394,656 1 ,327,605 1,505,019 1,521,636 1,126,466 1 ,889,420 873,000 5,461,325 13,704,471 1,563,217 (300,000) 98,948 183,528 38,117 1,883,810 $142,748,245 $0 PROJECTED BALANCE JUNE 30, 2004 54,953,601 999,184 204,156 179,493 151,506 317,312 5,769,910 288,538 88,153 779,543 (154,722) 679,101 898,595 39,592 0 221,540 (43,713) 40,228 205,894 5,296 91,506 10,761,112 11,962,494 2,472,463 3,328,228 5,502,211 1,782,881 25,048,277 326,898 1,224,148 282,493 (249,086) 161,325 0 875,781 2,621,559 1 ,245,949 1 ,705,034 730,885 251,141 3,933,009 $97,317,558 B-17 CITY OF CARLSBAD OPERATING FUNDS REVENUE ESTIMATES REVENUE SOURCE GENERAL FUND TAXES PROPERTY TAX SALES TAX TRANSIENT TAX FRANCHISE TAX BUSINESS LICENSE TAX TRANSFER TAX TOTAL TAXES INTERGOVERNMENTAL VEHICLE LICENSE FEES OTHER TOTAL INTERGOVERNMENTAL LICENSES AND PERMITS BUILDING PERMITS OTHER LICENSES & PERMITS TOTAL LICENSES & PERMITS CHARGES FOR SERVICES PLANNING FEES BUILDING DEPT. FEES ENGINEERING FEES AMBULANCE FEES RECREATION FEES OTHER CHARGES OR FEES TOTAL CHARGES FOR SERVICES FINES AND FORFEITURES INCOME FROM INVESTMENTS AND PROPERTY- INTERDEPARTMENTAL CHARGES OTHER REVENUE SOURCES TOTAL GENERAL FUND ACTUAL REVENUE 2001-02 Zl $22,286,368 21,660,902 8,533,329 7,494,684 2,440,387 1,193,198 63,608,868 4,675,269 1,553,137 6,228,406 1,085,819 912,391 1,998,210 570,283 750,423 1,506,944 1,212,036 1 ,264,263 715,233 6,019,182 897,533 4,537,254 2,163,257 871,957 86,324,667 PROJECTED REVENUE 2002-03 $24,600,000 23,660,000 8,566,000 3,693,000 2,400,000 1 ,097,000 64,016,000 5,016,000 1 ,643,000 6,659,000 815,000 900,000 1,715,000 900,000 700,000 2,200,000 1 ,250,000 1,284,000 900,000 7,234,000 900,000 4,350,000 2,800,000 700,000 88,374,000 ESTIMATED REVENUE 2003-04 $26,910,000 25,080,000 9,020,000 3,830,000 2,520,000 1,100,000 68,460,000 5,350,000 1,130,000 6,480,000 680,000 750,000 1,430,000 600,000 580,000 1 ,500,000 1,320,000 1,310,000 930,000 6,240,000 930,000 3,950,000 2,700,000 700,000 90,890,000 AS% OF FY 02-03 PROJECTED 9.4% 6.0% 5.3% 3.7% 5.0% 0.3% 6.9% 6.7% -31.2% -2.7% -16.6% -16.7% -16.6% -33.3% -17.1% -31.8% 5.6% 2.0% 3.3% -13.7% 3.3% -9.2% -3.6% 0.0% 2.9% DIFFERENCE 2002-03 TO 2003-04 2,310,000 1 ,420,000 454,000 137,000 120,000 3,000 4,444,000 334,000 (513,000) (179,000) (135,000) (150,000) (285,000) (300,000) (120,000) (700,000) 70,000 26,000 30,000 (994,000) 30,000 (400,000) (100,000) 0 2,516,000 * Interest is calculated on an amortized cost basis. B-18 CITY OF CARLSBAD OPERATING FUNDS REVENUE ESTIMATES REVENUE SOURCE SPECIAL REVENUE FUNDS STORM WATER PROTECTION TRANSFER FROM GENERAL FUND INTEREST POLICE ASSET FORFEITURE ASSET FORFEITURES INTEREST TOTAL COPS GRANT STATE FUNDING (AB3229) INTEREST TOTAL POLICE GRANTS STATE GRANT INTEREST OP TRANS IN TOTAL HOUSING - SECTION 8 INTEREST FEDERAL GRANT OTHER TOTAL HOUSING TRUST FUND INTEREST INCLUSIONARY HOUSING FEES OTHER TOTAL LIBRARY ENDOWMENT FUND INTEREST TOTAL LIBRARY GIFTS/BEQUESTS GIFTS/BEQUESTS INTEREST TOTAL ACTUAL REVENUE 2001-02 I] 1,873,189 116,497 1,989,686 49,650 34,626 84,276 166,998 16,395 183,393 123,162 18,715 7,492 149,369 2,621 3,899,081 2,061 3,903,763 502,215 704,909 44,116 1,251,240 16,604 16,604 47,914 6,645 54,559 PROJECTED REVENUE 2002-03 1,076,419 70,000 1,146,419 40,000 25,000 65,000 165,000 7,000 172,000 80,900 9,000 5,700 95,600 0 5,324,822 0 5,324,822 652,300 570,000 23,000 1 ,245,300 12,000 12,000 71,000 5,000 76,000 ESTIMATED REVENUE 2003-04 1 ,023,950 70,000 1 ,093,950 30,000 25,000 55,000 160,000 7,000 167,000 0 0 0 0 0 5,544,729 0 5,544,729 300,000 510,000 0 810,000 12,000 12,000 37,000 4,500 41,500 AS% OF FY 02-03 PROJECTED -4.9% 0.0% -4.6% -25.0% 0.0% -15.4% -3.0% 0.0% -2.9% -100.0% -100.0% -100.0% -100.0% 0.0% 4.1% 0.0% 4.1% -54.0% -10.5% -100.0% -35.0% 0.0% 0.0% -47.9% -10.0% -45.4% DIFFERENCE 2002-03 TO 2003-04 (52,469) 0 (52,469) (10,000) 0 (10,000) (5,000) 0 (5,000) (80,900) (9,000) (5,700) (89,900) 0 219,907 0 219,907 (352,300) (60,000) (23,000) (435,300) 0 0 (34,000) (500) (34,500) B-19 CITY OF CARLSBAD OPERATING FUNDS REVENUE ESTIMATES REVENUE SOURCE TREE MAINTENANCE INTEREST MISC. REIMBURSEMENTS TREE MAINTENANCE FEES INTERDEPARTMENTAL TOTAL MEDIAN MAINTENANCE INTEREST MEDIAN MAINTENANCE FEES OTHER TOTAL STREET LIGHTING INTEREST INTERDEPARTMENTAL STREET LIGHTING FEES OTHER TOTAL BUENA VISTA CREEK CHNL MAINT INTEREST BUENA VISTA FEES TOTAL ARTS SPECIAL EVENTS INTEREST DONATIONS TOTAL SENIOR NUTRITION(2) GRANTS DONATIONS TOTAL ACTUAL REVENUE 2001 -02 58,042 0 493,553 82,000 633,595 3,762 444,267 0 448,029 73,612 38,500 740,655 0 852,767 50,742 2,163 52,905 4,665 23,225 27,890 110,995 97,831 208,826 PROJECTED REVENUE 2002-03 35,000 40,500 458,100 90,000 623,600 0 422,500 34,400 456,900 46,000 38,500 703,160 65,515 853,175 37,000 100,000 137,000 3,000 14,000 17,000 0 0 0 ESTIMATED REVENUE 2003-04 30,000 37,900 459,000 90,000 616,900 0 423,000 34,400 457,400 20,000 38,500 704,000 122,580 885,080 7,500 0 7,500 3,000 12,000 15,000 0 0 0 AS% OF FY 02-03 PROJECTED -14.3% -6.4% 0.2% 0.0% -1.1% 0.0% 0.1% 0.0% 0.1% -56.5% 0.0% 0.1% 87.1% 3.7% •79.7% -100.0% -94.5% 0.0% -14.3% -11.8% 0.0% 0.0% 0.0% DIFFERENCE 2002-03 TO 2003-04 (5,000) (2,600) 900 0 (6,700) 0 500 0 500 (26,000) 0 840 57,065 31,905 (29,500) (100,000) (129,500) 0 (2,000) (2,000) 0 0 0 B-20 CITY OF CARLSBAD OPERATING FUNDS REVENUE ESTIMATES REVENUE SOURCE SENIOR DONATIONS INTEREST DONATIONS OTHER TOTAL CDBG ENTITLEMENT/REHAB INTEREST GRANT REVENUE (PRIOR YEARS) GRANT REVENUE TOTAL COMMUNITY ACTIVITY GRANTS OPERATING TRANSFER IN INTEREST TOTAL CULTURAL ARTS PROGRAM INTEREST TOTAL ARTS GENERAL/GALLERY DONATIONS INTEREST DONATIONS TOTAL SISTER CITY DONATIONS INTEREST DONATIONS OTHER TOTAL TOTAL SPECIAL REVENUE FUNDS ACTUAL REVENUE 2001-02 11,168 25,297 1,100 37,565 44,724 0 413,549 458,273 0 64,873 64,873 13,834 13,834 275 951 1,226 5,854 8,572 0 14,426 10,447,099 PROJECTED REVENUE 2002-03 7,000 18,000 0 25,000 33,000 0 850,000 883,000 25,000 45,000 70,000 10,000 10,000 4,000 17,000 21,000 200 500 0 700 11,234,516 ESTIMATED REVENUE 2003-04 6,000 14,000 0 20,000 30,000 797,700 624,000 1,451,700 0 45,000 45,000 10,000 10,000 4,000 16,000 20,000 500 1,500 0 2,000 1 1 ,254,759 AS% OF FY 02-03 PROJECTED -14.3% -22.2% 0.0% -20.0% -9.1% 0.0% -26.6% 64.4% -100.0% 0.0% -35.7% 0.0% 0.0% 0.0% -5.9% -4.8% 150.0% 200.0% 0.0% 350.0% 0.2% DIFFERENCE 2002-03 TO 2003-04 (1,000) (4,000) 0 (5,000) (3,000) 797,700 (226,000) 568,700 (25,000) 0 0 0 0 0 (1,000) (1,000) 300 1,000 0 1,300 20,243 B-21 CITY OF CARLSBAD OPERATING FUNDS REVENUE ESTIMATES REVENUE SOURCE ENTERPRISE FUNDS WATER OPERATIONS WATER SALES READY TO SERVE CHARGES PROPERTY TAXES NEW ACCOUNT CHARGES BACK-FLOW PROGRAM FEES PENALTY FEES INTEREST ENGINEERING & PLAN CHECK FEES ENGINEERING OVERHEAD SERVICE CONNECTION FEES AGRICULTURAL CREDITS OTHER TOTAL RECYCLED WATER WATER SALES READY-TO-SERVE CHARGE RECYCLED WATER CREDITS INTEREST OTHER TOTAL SANITATION OPERATIONS SERVICE CHARGES LATERAL CONNECTIONS PRE-TREATMENT CHARGES ENGINEERING OVERHEAD PENALTY FEES INTEREST OTHER TOTAL SOLID WASTE MANAGEMENT INTEREST RECYCLING FEES (AB939) PENALTY FEES NON-JURISDICTIONAL FEES STATE GRANT TOTAL GOLF COURSE TRANSFER FROM GENERAL FUND MISCELLANEOUS INTEREST TOTAL TOTAL ENTERPRISE FUNDS ACTUAL REVENUE 2001 -02 J 13,674,059 3,483,988 1 ,540,750 123,080 98,873 167,547 771 ,099 30,203 241,979 185,084 173,974 608,705 21,099,341 1,136,209 78,248 380,184 582,862 10,171 2,187,674 5,818,201 15,000 44,306 273,210 41,059 368,143 0 6,559,919 230,600 224,122 24,870 256,204 23,323 759,119 0 183,729 125,181 308,910 30,914,963 PROJECTED REVENUE 2002-03 13,740,600 3,600,000 1,656,300 120,000 105,000 200,000 525,000 30,200 300,000 179,000 158,000 90,000 20,704,100 1,244,700 84,000 489,800 625,000 44,000 2,487,500 5,936,000 28,000 55,000 290,000 55,000 257,000 12,000 6,633,000 185,000 232,000 35,000 440,000 34,000 926,000 600,000 0 115,000 715,000 31,465,600 ESTIMATED REVENUE 2003-04 14,058,000 3,683,100 1,672,800 116,400 107,100 200,000 428,000 30,200 309,000 173,600 153,200 92,000 21,023,400 1,291,000 85,700 548,700 211,000 44,900 2,181,300 6,073,100 28,800 55,900 298,700 56,100 157,600 12,200 6,682,400 180,000 225,000 20,000 586,000 30,000 1,041,000 0 0 110,000 110,000 31,038,100 AS% OF FY 02-03 PROJECTED 2.3% 2.3% 1 .0% -3.0% 2.0% 0.0% -18.5% 0.0% 3.0% -3.0% -3.0% 2.2% 1.5% 3.7% 2.0% 12.0% -66.2% 2.1% -12.3% 2.3% 2.9% 1.6% 3.0% 2.0% -38.7% 1 .7% 0.7% -2.7% -3.0% -42.9% 33.2% -11.8% 12.4% -100.0% 0.0% -4.4% (1) -1.4% DIFFERENCE 2002-03 TO 2003-04 317,400 83,100 16,500 (3,600) 2,100 0 (97,000) 0 9,000 (5,400) (4,800) 2,000 319,300 46,300 1,700 58,900 (414,000) 900 (306,200) 137,100 800 900 8,700 1,100 (99,400) 200 49,400 (5,000) (7,000) (15,000) 146,000 (4,000) 115,000 (600,000) 0 (5,000) (605,000) (427,500) B-22 CITY OF CARLSBAD OPERATING FUNDS REVENUE ESTIMATES REVENUE SOURCE INTERNAL SERVICE FUNDS WORKERS' COMP SELF-INSURANCE INTEREST INTERDEPARTMENTAL OTHER TOTAL LIABILITY SELF-INSURANCE INTEREST INTERDEPARTMENTAL OTHER TOTAL HEALTH INSURANCE INTEREST INTERDEPARTMENTAL/REIMS. TOTAL RECORDS MANAGEMENT INTEREST INTERDEPARTMENTAL OTHER TOTAL VEHICLE MAINTENANCE INTERDEPARTMENTAL INTEREST OTHER TOTAL VEHICLE REPLACEMENT INTERDEPARTMENTAL INTEREST OTHER TOTAL INFORMATION TECHNOLOGY INTEREST INTERDEPARTMENTAL OPERATING TRANSFER IN TOTAL TOTAL INTERNAL SERVICE FUNDS ACTUAL PROJECTED REVENUE REVENUE 2001-02 2002-03 108,587 70,000 536,690 600,231 186,964 0 832,241 670,231 176,949 115,000 737,160 600,009 10,300 15,000 924,409 730,009 40,529 37,000 2,712,833 3,100,000 2,753,362 3,137,000 0 0 788,100 1,030,400 174,202 0 962,302 1,030,400 1,444,199 1,481,192 25,963 18,000 103,196 100,000 1,573,358 1,599,192 1 ,398,984 1 ,464,369 321,918 250,000 185,102 40,000 1 ,906,004 1 ,754,369 154,031 125,000 3,646,212 3,835,300 0 0 3,800,243 3,960,300 12,751,919 12,881,501 ESTIMATED REVENUE 2003-04 29,000 750,000 0 779,000 87,000 650,000 0 737,000 3,000 922,000 925,000 0 955,500 0 955,500 1 ,675,000 9,000 100,000 1 ,784,000 1 ,467,000 260,000 0 1 ,727,000 79,000 3,801,500 563,000 4,443,500 11,351,000 AS% OF FY 02-03 PROJECTED -58.6% 25.0% 0.0% 16.2% -24.4% 8.3% -100.0% 1 .0% -91 .9% -70.3% -70.5% 0.0% -7.3% 0.0% -7.3% 13.1% -50.0% 0.0% -36.9% 0.2% 4.0% • -100.0% -1.6% -36.8% -0.9% 0.0% 12.2% -11.9% DIFFERENCE 2002-03 TO 2003-04 (41 ,000) 149,769 0 108,769 (28,000) 49,991 (15,000) 6,991 (34,000) -100.0% (2,212,000) 0 (74,900) 0 (74,900) 193,808 (9,000) 0 184,808 2,631 10,000 (40,000) (27,369) (46,000) (33,800) 563,000 483,200 (1,530,501) B-23 CITY OF CARLSBAD OPERATING FUNDS REVENUE ESTIMATES REVENUE SOURCE REDEVELOPMENT FUNDS VILLAGE OPERATIONS/ DEBT SERVICE RENTAL INCOME TAX INCREMENT ADMINISTRATIVE FEES INTEREST OTHER OPERATING TRANSFER IN TOTAL VILLAGE LOW AND MOD INCOME HSNG TAX INCREMENT INTEREST OTHER TOTAL SCCRA OPERATIONS / DEBT SERVICE TAX INCREMENT INTEREST OPERATING TRANSFER IN TOTAL SCCRA LOW AND MOD INCOME HSNG TAX INCREMENT INTEREST TOTAL TOTAL REDEVELOPMENT FUNDS ACTUAL REVENUE 2001 -02 17,054 1,489,901 0 108,746 15,516 0 1,631,217 372,475 109,542 0 482,017 376,202 20,492 50,000 446,694 125,145 4,428 125,145 2,685,073 PROJECTED REVENUE 2002-03 17,685 1,488,000 42,616 72,300 4,000 0 1,624,601 332,000 108,000 0 440,000 131,000 10,000 80,000 221 ,000 44,000 6,000 50,000 2,335,601 ESTIMATED REVENUE 2003-04 17,600 1,517,000 43,000 60,000 34,900 0 1 ,672,500 339,000 28,000 0 367,000 475,000 14,200 0 489,200 156,400 5,000 161,400 2,690,100 AS% OF FY 02-03 PROJECTED -0.5% 2.0% 0.9% -17.0% 772.5% 0.0% 3.0% 2.1% -74.1% 0.0% -16.6% 262.6% 42.0% -100.0% 2 255.5% -16.7% 222.8% 15.2% DIFFERENCE 2002-03 TO 2003-04 (85) 29,000 384 (12,300) 30,900 0 47,899 7,000 (80,000) 0 (73,000) 344,000 4,200 (80,000) 268,200 112,400 (1,000) 1 1 1 ,400 354,499 TOTAL OPERATING $143,123,721 $146,291,218 $147,223,959 0.6% $932,741 B-24 CITY OF CARLSBAD OPERATING FUNDS BUDGET EXPENDITURE SCHEDULE DEPARTMENT GENERAL FUND POLICY AND LEADERSHIP GROUP CITY COUNCIL CITY MANAGER COMMUNICATIONS CITY CLERK CITY ATTORNEY CITY TREASURER TOTAL POLICY/LEADERSHIP GROUP ADMINISTRATIVE SERVICES ADMINISTRATION FINANCE HUMAN RESOURCES RECORDS MANAGEMENT (2) TOTAL ADMINISTRATIVE SERVICES PUBLIC SAFETY POLICE FIRE TOTAL PUBLIC SAFETY COMMUNITY DEVELOPMENT COMMUNITY DEVEL ADMIN GEOGRAPHIC INFORMATION ECONOMIC DEVELOPMENT PLANNING BUILDING TOTAL COMMUNITY DEVELOPMENT COMMUNITY SERVICES LIBRARY CULTURAL ARTS PROGRAM RECREATION SENIOR PROGRAMS TOTAL COMMUNITY SERVICES 2000-01 ACTUALS J 233,983 969,130 218,613 98,558 775,468 114,675 2,410,427 499,413 1,889,971 1,081,139 1,261,230 4,731 ,753 13,841,267 9,556,920 23,398,187 466,232 262,476 133,875 2,246,992 1 ,738,257 4,847,832 6,266,112 645,654 3,409,515 366,497 10,687,778 2001-02 ACTUALS 272,275 1 ,080,772 246,248 280,226 939,657 114,341 2,933,519 386,758 2,157,099 1,461,503 0 4,005,360 14,957,749 10,293,823 25,251,572 329,304 273,199 226,252 2,813,766 1,766,613 5,409,134 6,938,523 554,206 3,994,199 401,419 11,888,347 2002-03 ESTIMATED EXPENDITURES (1) 279,220 1,137,204 629,901 309,200 921,277 148,916 3,425,718 510,655 2,495,000 1,552,340 0 4,557,995 16,205,716 11,488,128 27,693,844 408,220 244,102 223,692 2,819,460 1,672,614 5,368,088 7,955,809 628,097 3,919,787 718,115 13,221,808 2002-03 ADOPTED BUDGET 298,551 1,129,967 864,593 303,076 952,336 165,638 3,714,161 714,140 2,706,868 1 ,963,843 0 5,384,851 16,971,861 11,450,059 28,421,920 480,810 305,658 250,132 3,267,587 1 ,873,526 6,177,713 8,059,193 710,195 4,558,457 736,425 14,064,270==^^^= 2003-04 ADOPTED BUDGET 305,953 1,162,763 780,71 1 309,137 971 ,382 168,950 3,698,896 710,648 2,601,498 2,028,938 0 5,341,084 17,646,410 11,595,742 29,242,152 636,600 31 1 ,772 183,735 3,230,939 1 ,809,656 6,172,702 8,162,232 711,739 4,681,588 697,114 14,252,673 %INCR (DEC) 02-03 BUD TO 03-04 BUD 2.5% 2.9% -9.7% 2.0% 2.0% 2.0% -0.4% -0.5% -3.9% 3.3% 0.0% -0.8% 4.0% 1 .3% 2.9% 32.4% 2.0% -26.5% -1.1% -3.4% -0.1% 1.3% 0.2% 2.7% -5.3% 1.3% B-25 CITY OF CARLSBAD OPERATING FUNDS BUDGET EXPENDITURE SCHEDULE DEPARTMENT PUBLIC WORKS PUBLIC WORKS ADMIN ENGINEERING FACILITIES MAINTENANCE PARK MAINTENANCE STREET MAINTENANCE TRAFFIC SIGNAL MAINT TOTAL PUBLIC WORKS NON-DEPARTMENTAL COMMUNITY PROMOTION BEACH PARKING COMMUNITY CONTRIBUTIONS HIRING CENTER HOSP GROVE PAYMENT PROPERTY TAX ADMIN FEE DUES & SUBSCRIPTIONS MISC / TRANSFERS OUT ASSESSMENT SERVICES INFRASTRUCTURE REPLACE TRANS GOLF COURSE TRANSFER TRANSFER TO CIP TRANS TO STORM WATER PGM MANAGEMENT INCENTIVE PAY LEGAL SERVICES OTHER TOTAL NON-DEPARTMENTAL SUBTOTAL GENERAL FUND CONTINGENCIES TOTAL GENERAL FUND 2000-01 ACTUALS 488,41 1 4,328,569 2,068,387 2,562,460 2,041,517 743,564 12,232,908 370,279 0 0 82,583 800,000 255,619 40,993 106,400 15,073 3,000,000 600,000 4,300,000 0 0 0 61,529 9,632,476 67,941,361 0 67,941,361 2001-02 ACTUALS 492,064 4,312,623 2,145,904 2,692,390 2,272,808 584,348 12,500,137 308,798 0 65,235 83,400 800,000 285,775 46,386 1,302 13,923 3,000,000 0 1,500,000 1,873,190 0 0 17,421 7,995,430 69,983,499 0 69,983,499 2002-03 ESTIMATED EXPENDITURES (1) 739,866 5,613,693 2,468,486 2,815,181 2,406,625 652,811 14,696,662 332,160 0 11,235 83,400 800,000 315,000 50,000 0 13,800 3,500,000 600,000 0 1,076,419 0 0 0 6,782,014 75,746,129 0 75,746,129 2002-03 ADOPTED BUDGET 807,075 5,266,844 2,692,076 3,205,497 2,504,087 685,355 15,160,934 363,000 36,000 11,235 85,849 800,000 325,000 62,400 0 58,400 3,500,000 600,000 0 1,076,419 500,000 0 0 7,418,303 80,342,152 2,500,000 82,842,152 2003-04 ADOPTED BUDGET 800,032 5,210,161 2,803,465 3,532,676 2,611,249 776,198 15,733,781 509,100 36,000 0 85,849 800,000 332,000 72,150 563,000 35,400 3,605,000 0 0 1,263,800 575,000 250,000 0 8,127,299 82,568,587 2,300,000 84,868,587 %INCR (DEC) 02-03 BUD TO 03-04 BUD -0.9% -1.1% 4.1% 10.2% 4.3% 13.3% 3.8% 40.2% 0.0% -100.0% 0.0% 0.0% 2.2% 15.6% 0.0% -39.4% 3.0% -100.0% 0.0% 17.4% 15.0% 100.0% 0.0% 9.6% 2.8% -8.0% 2.4% B-26 CITY OF CARLSBAD OPERATING FUNDS BUDGET EXPENDITURE SCHEDULE DEPARTMENT SPECIAL REVENUE FUNDS STORM WATER PROTECTION PGM POLICE ASSET FORFEITURE COPS FUND POLICE GRANTS HOUSING SECTION 8 HOUSING TRUST LIBRARY ENDOWMENT FUND LIBRARY GIFTS/BEQUESTS LIBRARY STATE GRANTS TREE MAINTENANCE MEDIAN MAINTENANCE STREET LIGHTING BUENA VISTA CRK CHNL MNT ARTS SPECIAL EVENTS SENIOR NUTRITION (3) SENIOR DONATIONS CDBG ENTITLEMENT/REHAB COMMUNITY ACTIVITY GRANTS CULTURAL ARTS PROGRAM SISTER CITY DONATIONS ARTS GEN/GALLERY DONATIONS TOTAL SPECIAL REVENUE FUNDS ENTERPRISE FUNDS WATER OPERATIONS RECYCLED WATER OPERATIONS SANITATION OPERATIONS SOLID WASTE MANAGEMENT GOLF COURSE TOTAL ENTERPRISE FUNDS INTERNAL SERVICE FUNDS WORKERS COMP SELF INSURANCE RISK MANAGEMENT HEALTH INSURANCE RECORDS MANAGEMENT (2) VEHICLE MAINTENANCE VEHICLE REPLACEMENT INFORMATION TECHNOLOGY TOTAL INTERNAL SERVICE FUNDS 2000-01 ACTUALS 0 36,497 146,268 79,929 3,185,288 176,351 8,873 21,024 299,837 547,653 529,532 843,737 7,176 19,199 210,762 87,860 524,192 49,351 22,808 2,860 38,537 6,837,734 17,874,678 1,315,999 6,018,104 260,656 144,330 25,613,767 952,286 792,113 2,343,084 0 1,566,803 1,079,331 2,937,523 9,671,140 2001-02 ACTUALS 767,391 5,724 286,734 180,975 3,867,573 185,874 9,875 30,537 0 642,800 533,901 882,780 25,809 19,087 207,044 35,557 477,163 57,714 34,144 15 58,120 7,541 ,426 18,892,192 1 ,476,399 6,498,962 215,720 168,967 27,252,240 1,093,092 1,373,974 2,464,031 969,761 1,640,651 1,179,122 3,631,939 12,352,570 2002-03 ESTIMATED EXPENDITURES (1) 1,218,729 101,122 154,677 148,323 5,348,824 325,413 6,000 80,283 0 680,000 581 ,023 1 ,050,000 86,090 39,035 3,773 0 1,712,551 95,000 20,000 0 28,832 1 1 ,679,675 19,243,574 1 ,658,624 6,559,430 202,856 181,154 27,845,638 1,606,818 1,614,910 2,937,452 952,410 1 ,774,674 1,957,151 3,444,400 14,287,815 2002-03 ADOPTED BUDGET 1,076,419 65,000 347,541 0 5,335,989 255,163 12,000 95,307 0 727,159 577,780 1,139,441 1,590 31,632 0 0 769,892 60,500 20,000 4,000 20,000 10,539,413 21,113,828 1,904,416 6,768,912 223,410 300,000 30,310,566 1,083,799 1 ,487,459 3,083,952 1,182,687 1,823,291 1,667,000 4,495,634 14,823,822 2003-04 ADOPTED BUDGET 1 ,244,750 403,900 182,915 30,000 5,549,702 256,340 6,000 67,620 0 697,979 504,841 1,165,034 1,629 36,103 0 0 654,408 60,000 20,000 2,000 13,500 10,896,721 20,874,869 1,913,117 8,029,909 276,761 300,000 31 ,394,656 1 ,327,605 1,505,019 1 ,521 ,636 1,126,466 1,889,420 873,000 5,461,325 13,704,471 %INCR (DEC) 02-03 BUD TO 03-04 BUD 15.6% 521 .4% -47.4% 100.0% 4.0% 0.5% -50.0% -29.1% 0.0% -4.0% -12.6% 2.2% 2.5% 14.1% 0.0% 0.0% -15.0% -0.8% 0.0% -50.0% -32.5% 3.4% -1.1% 0.5% 18.6% 23.9% 0.0% 3.6% 22.5% 1 .2% -50.7% -4.8% 3.6% -47.6% 21.5% -7.6% B-27 CITY OF CARLSBAD OPERATING FUNDS BUDGET EXPENDITURE SCHEDULE DEPARTMENT REDEVELOPMENT VILLAGE OPERATIONS / DEBT SVC VILLAGE LOW/MOD INCOME HSNG SCCRA OPERATIONS / DEBT SVC SCCRA LOW/MOD INCOME HSNG TOTAL REDEVELOPMENT 2000-01 ACTUALS 2,221,511 74,014 33,807 0 2,329,332 2001-02 ACTUALS 2,102,507 45,170 63,072 19,345 2,230,094 2002-03 ESTIMATED EXPENDITURES (1) 1 ,627,798 202,722 170,588 32,370 2,033,478 %INCR (DEC) 2002-03 ADOPTED BUDGET 1,501,860 89,692 97,512 22,906 1,711,970 2003-04 ADOPTED BUDGET 1,563,217 98,948 183,528 38,117 1,883,810 02-03 BUD TO 03-04 BUD 4.1% 10.3% 88.2% 66.4% 10.0% TOTAL OPERATING FUNDS 112,393,334 119,359,829 131,592,735 140,227,923 142,748,245 1.8% (1) Estimated expenditures may exceed Adopted budget since they include prior year budget carryforwards. (2) Records Management was converted to an Internal Service fund in 2001-02. (3) Senior Nutrition Grant was moved to the General fund in 2002-03. B-28 LEADERSHIP GROUP ADMINISTRATIVE SERVICES ':;-&fv ;# PROGRAM: FUND: PROGRAM GROUP: POLICY AND LEADERSHIP GROUP VARIOUS VARIOUS SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 1 ,570,075 806,257 34,095 2,410,427 14.75 0.50 2001-02 ACTUAL 1,722,362 1,175,316 35,841 2,933,519 14.75 0.50 2002-03 BUDGET 2,148,680 1,485,481 80,000 3,714,161 17.50 0.00 2003-04 BUDGET 2,254,312 1,444,584 0 3,698,896 17.50 0.00 Communications 21% City Treasurer 5% City Attorney 26% City Council City Clerk 8% City Manager 32% B-29 PROGRAM: FUND: PROGRAM GROUP: CITY COUNCIL GENERAL CITY COUNCIL ACCT NO. 0010110 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 167,610 66,373 0 233,983 1.00 0.00 2001-02 ACTUAL 181,710 90,565 0 272,275 1.00 0.00 2002-03 BUDGET 191,988 106,563 0 298,551 1.00 0.00 2003-04 BUDGET 185,710 120,243 0 __ 305,953 1.00 0.00 PROGRAM GROUP DESCRIPTION: As the legislative body of the City, the City Council establishes the policies and regulatory ordinances under which the City operates. The City Council has defined goals and objectives to guide the allocation of City resources to meet the needs of the community through the policy development process. PROGRAM ACTIVITIES: Meeting Attendance • Prepare for and attend City Council meetings, as well as various regional committee and community meetings. Respond to the needs and requests of the residents of Carlsbad through personal contact and correspondence. KEY GOALS FOR 2003-2004: Top-Quality Services • Be a city that provides exceptional services on a daily basis. Transportation/Circulation • Provide and support a safe and efficient transportation system that moves goods, services, and people through Carlsbad. Balanced Community Development • Be a city that connects community, place, and spirit, through balanced and well-designed land uses. Parks/Open Space/Trails • Acquire, develop, and maintain a broad range of open space and recreational facilities that actively address citizen needs that are fiscally responsible, and are consistent with the General Plan and Growth Management Standards. Water • Ensure, in the most cost-effective manner, water reliability to the maximum extent practicable, to deliver high- quality potable and reclaimed water incorporating drought-resistant community principles. Environmental Management • Be an environmentally sensitive community by focusing on: clean storm water, sewage collection and treatment, solid waste, and cost-effective and efficient use of energy, including alternative energy sources. Financial Health • Pursue and implement proactive strategies that provide and manage fiscal resources effectively. Communication • Ensure that community members, Council, and staff are well informed, leading to a more responsive government and a high level of citizen confidence in government. Learning • Promote and support continuous learning opportunities within the community and the City organization. SIGNIFICANT CHANGES: None. B-30 PROGRAM: FUND: PROGRAM GROUP: CITY CLERK GENERAL CITY CLERK ACCT NO. 0010210 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 10,456 85,360 2,742 98,558 0.00 0.00 2001-02 ACTUAL 1 1 ,363 268,863 0 280,226 0.00 0.00 2002-03 BUDGET 13,010 290,066 0 303,076 0.00 0.00 2003-04 BUDGET 13,218 295,919 0 309,137 0,00 0.00 PROGRAM GROUP DESCRIPTION: The City Clerk is the City's Elections Official, Legislative Administrator, and Records Manager. As Elections Official, the City Clerk administers State and local procedures through which local government representatives are selected. The Clerk assists candidates in meeting their legal responsibilities before, during, and after an election. As a Legislative Administrator, the City Clerk assists in the decision-making process of the local legislature. The Clerk prepares the legislative agenda, verifies that legal notices have been posted and published, and completes necessary arrangements so that the City Council may conduct an effective meeting. As Records Manager, the City Clerk oversees the preservation and protection of the public record. By statute, the Clerk is required to maintain and index the Minutes, Ordinances, and Resolutions adopted by the legislative body. The Clerk also ensures that records are readily available for the public. The City Clerk is an elected position. SIGNIFICANT CHANGES: None. B-31 PROGRAM: FUND: PROGRAM GROUP: CASH MANAGEMENT GENERAL CITY TREASURER ACCT NO. 0010310 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 61,257 53,418 0 114,675 0,75 0.00 2001-02 ACTUAL 68,266 46,075 0 114,341 0.75 0.00 2002-03 BUDGET 70,888 94,750 0 2003-04 BUDGET 77,040 91,910 0 165,638| 168,950 0.75 0.00 0.75 0.00 MISSION STATEMENT: The Office of the City Treasurer has the mission of providing professional cash management for the City of Carlsbad and all of its agencies including, among others, the Carlsbad Municipal Water District and the Carlsbad Redevelopment Agency. PROGRAM ACTIVITIES: Cash Management • Develop projections of cash receipts and cash expenditures from various City and external sources. • Maintain records of cash receipts and cash disbursements into the Treasury. • Retrieve daily on-line bank statements and return check listing, verify receipt of anticipated deposits, ensure that all checks paid by the bank were valid City checks. • Transfer cash daily into or out of the general checking account to ensure that appropriate balances are maintained for the anticipated activity of the next day. • Execute all electronic wires of funds, ensuring that all are signed by authorized personnel and are supported by proper documentation. • Develop contracts for cost-effective banking, both retail and custody services. • Arrange for lines of credit and short-term loans as needed. • Develop, maintain, and ensure compliance with all Treasury internal controls. Investment Management • Develop and maintain the City's Investment Policy and present annually, or as necessary, to the City Council for approval. Incorporate in the Investment Policy any changes in the City's financial requirements that affect investments. Ensure compliance with the California Government Code. • Develop and maintain a pool of investments for the City and its agencies. • Research daily the financial markets and the financial forecasts. • Determine daily the type of investments that should be made, considering the current cash position and financial markets. Determine the dollar amount of the investment and the desired maturity date. • Solicit telephone bids from approved financial institutions/brokers for available investments. • Evaluate investment alternatives and effect investment purchases. Prepare trade authorizations and arrange for payment, delivery, and safekeeping of all purchases. Verify receipt and correctness of investments made. • Maintain record for all investments and investment income. • Reconcile the custodian's monthly report of investments held with Treasury records. • Arrange for collateral contracts as required. B-32 PROGRAM: CASH MANAGEMENT PAGE TWO FUND: GENERAL PROGRAM GROUP: CITY TREASURER ACCT NO. 0010310 PROGRAM ACTIVITIES (continued): Reporting and Oversight • Develop and present to the City Council monthly reports of investment activities. • In a timely manner, disclose to the City Council any information that could potentially threaten the safety and liquidity of the investment pool. • Develop and present to the City Council annual reports summarizing and analyzing the financial markets and the portfolio performance for the past fiscal year. Compare the past fiscal year with the four preceding fiscal years to provide perspective. • Develop investment data for the City's Comprehensive Annual Financial Report. • Develop investment data for the City's annual financial audit conducted by an independent auditor. • Develop agenda, convene, conduct, and record proceedings of the Investment Review Committee each quarter, or more frequently as needed. WORKLOAD STATISTICS: (Est) FY 2000 FY2001 FY2002 FY2003 • Portfolio Balance (millions of $) 323 367 389 410 • Number of Investments in Portfolio 1,712 1,734 1,455 1,300 Investment Activity 220 266 280 251 (transactions per month) • Number of Checks Cleared 14,639 14,010 14,648 14,805 KEY GOALS FOR 2003-04: Finance • Anticipate and meet the changing investment needs of the City in order to optimize investment returns, consistent with maintaining safety of principal, and ensuring sufficient liquidity. Learning • Offer speaking engagements on City cash management and investments. • Further develop the Treasury page of the City's web site, informing the community of the mission of the Office of the Treasury, the City's Investment Policy, and investment activities. Use the web site as a forum to receive and respond to community comments and questions. SIGNIFICANT CHANGES: None. B-33 PROGRAM: FUND: PROGRAM GROUP: CITY MANAGER GENERAL CITY MANAGER ACCT NO. 0011010 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 689,626 248,151 31,353 2001-02 ACTUAL 730,197 342,779 7,796 2002-03 BUDGET 769,646 360,321 0 2003-04 BUDGET 808,713 354,050 0 969,130[ 1,080,772^ 1,129,967| 1,162,763 6.00 0.00 6.00 0.00 6.00 0.00 6.00 0.00 PROGRAM GROUP DESCRIPTION: The City Manager's Office houses the general administrative function of the City. The department's budget includes the costs for the City Manager, the Assistant City Manager (who also serves as the head of the Community Services Major Service Area), and the related support staff. The City Manager is generally responsible for the achievement of the organization's goals that support the City Council's strategic goals. PROGRAM ACTIVITIES: Financial • Promote sound financial practices and a balanced revenue expenditure basis. Administration • Provide timely and reasonable responses to citizens and customers. Policy Development • Assist the City Council in policy development. PERFORMANCE MEASURES: The City Manager's Office is generally measured by the overall success of the organization in accomplishing the organizational goals of the City. KEY GOALS FOR 2003-2004: Top-Quality Services • Be a city that provides exceptional services on a daily basis. Transportation/Circulation • Provide and support a safe and efficient transportation system that moves goods, services, and people through Carlsbad. Balanced Community Development • Be a city that connects community, place, and spirit, through balanced and well-designed land uses. Parks/Open Space/Trails • Acquire, develop, and maintain a broad range of open space and recreational facilities that actively address citizen needs that are fiscally responsible, and are consistent with the General Plan and Growth Management Standards. B-34 PROGRAM: CITY MANAGER PAGE TWO FUND: GENERAL PROGRAM GROUP: CITY MANAGER ACCT NO. 0011010 KEY GOALS FOR 2003-04 (continued) Water • Ensure, in the most cost-effective manner, water reliability to the maximum extent practicable, to deliver high- quality potable and reclaimed water incorporating drought-resistant community principles. Environmental Management • Be an environmentally sensitive community by focusing on: clean storm water, sewage collection and treatment, solid waste, and cost-effective and efficient use of energy, including alternative energy sources. Financial Health • Pursue and implement proactive strategies that provide and manage fiscal resources effectively. Communication • Ensure that community members, Council, and staff are well informed, leading to a more responsive government and a high level of citizen confidence in government. Learning • Promote and support continuous learning opportunities within the community and the City organization. SIGNIFICANT CHANGES: None. B-35 PROGRAM: FUND: PROGRAM GROUP: COMMUNICATION GENERAL COMMUNICATION ACCT NO. 0011012 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 0 218,613 0 218,613 1.00 0.00 2001-02 ACTUAL 0 235,737 10,511 246,248 1.00 0.00 2002-03 BUDGET 395,984 388,609 80,000 864,593 2.75 0.00 2003-04 BUDGET 412,941 367,770 0 780,711 2,75 0.00 PROGRAM GROUP DESCRIPTION: The Communications Manager is responsible for helping coordinate the dissemination of information regarding various City programs. The Communications Manager position and its related costs are housed in the City Manager's Office, which is responsible for the general administrative functions of the City. PROGRAM ACTIVITIES: Customer Service • Provide the citizens and customers of Carlsbad with more comprehensive information regarding services and opportunities available throughout the City. KEY GOALS FOR 2003-04: Top-Quality Services • Provide the citizens and customers with information regarding City programs and opportunities. • Continuously update citizens and customers on the progress of City programs and policies. Communication • Create a comprehensive approach to Citywide communications. Assist in implementing the City Council's Communication Strategic Goal. SIGNIFICANT CHANGES: None. B-36 PROGRAM: FUND: PROGRAM GROUP: CITY ATTORNEY GENERAL CITY ATTORNEY ACCTNO. 0011210 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 641,126 134,342 0 775,468 . 6.00 0,50 2001-02 ACTUAL 730,826 191,297 17,534 939,657 6.00 0.50 2002-03 BUDGET 707,164 245,172 0 952,336 7.00 0.00 2003-04 BUDGET 756,690 214,692 0 971,382 7.00 0.00 PROGRAM GROUP DESCRIPTION: Provide legal advice, assistance, and guidance in accomplishing and implementing the City Council's goals to: • Ensure the effective and efficient delivery of top-quality services to our community through the City Council. • Develop and implement proactive strategies to ensure the financial health of the community and the City. • Integrate a comprehensive and efficient transportation system, recognizing Carlsbad's essential role in the region, with quality-of-life-centered land use decisions. • Enhance educational opportunities for all segments of the community. PROGRAM ACTIVITIES: • The City Attorney's Office provides legal advice and representation to the City Council, Housing and Redevelopment Commission, Carlsbad Municipal Water District, City Clerk, City Treasurer, City Manager, Boards and Commissions, and other City offices in order to provide services to the public as required or permitted by law. The City Attorney is also responsible for assisting in the interpretation, administration, and enforcement of laws and regulations, and City programs. • Draft and review all resolutions, ordinances, contracts, bonds, and other legal documents. KEY GOALS FOR 2003-04: Top-Quality Services To provide quality and timely legal advice to all elected and appointed City officials and all major service areas, assisting them in making sound legal decisions to carry out the goals of the City Council including: • Develop a strategic plan for the City Attorney's Office. • Implement creative legal methods to accomplish strategic and operational goals. • Offer education and training on relevant law to City staff. • Manage litigation so that risk/exposure is reduced or minimized to an acceptable level. SIGNIFICANT CHANGES: None. B-37 B-38 M. jHBBfcUf, af^^u jT* ifc * • *«'; * tvs • tV POLICY AND LEADERSHIP GROUP ADMINISTRATIVE SERVICES ,•» . ' *> |» , - >?*% 00MMIDNITY DEVEHOeMENm PROGRAM: FUND: PROGRAM GROUP: ADMINISTRATIVE SERVICES VARIOUS ADMINISTRATIVE SERVICES SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 4,225,249 7,778,816 139,692 12,143,757 63,00 1,60 2001-02 ACTUAL 4,670,291 9,146,047 116,368 13,932,706 64.00 2.50 2002-03 BUDGET 5,046,706 11,544,776 542,100 2003-04 BUDGET 5,510,100 9,826,783 1,421,552 17,133,582[ 16,758,435 66,00 3,75 66,00 3.75 Information Technology 35% Records Management 7% Health Insurance 9% Admin. 4% Risk Management 9% Finance 16% Human Resources 12% Workers' Comp. 8% B-39 PROGRAM: FUND: PROGRAM GROUP: ADMINISTRATION GENERAL ADMINISTRATIVE SERVICES ACCTNO. 0011110-12 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 215,197 239,626 44,590 499,413 2,00 0.00 2001-02 ACTUAL 223,433 163,325 0 386,758 2.00 0.00 2002-03 BUDGET 239,790 429,350 45,000 714,140 2.00 0.00 2003-04 BUDGET 249,396 461,252 0 710,648 2.00 0.00 PROGRAM GROUP DESCRIPTION: The Administrative Services Director provides leadership and coordination for the Administrative Services departments that form the support structures for the City of Carlsbad. This budget includes the cost for the Administrative Services Director and related support staff, special projects supporting organizational development, and certain special purpose programs and studies. Additionally, funding for the Strategic Change Team, a diverse group of City employees that works with the City's Leadership Team on ways to improve the organization, falls in this area. The Administrative Services departments include Finance, Human Resources, Information Technology, Records Management, and Risk Management. These departments share a common goal of providing top-quality services to an assorted range of internal and external customers. The goals of these departments focus on the creation of systems and structures that support the top-quality service, fiscally responsible management of our resources, employee development and learning, streamlining processes and procedures, and construction of the infrastructure that serves the citizens of Carlsbad. More information on the goals, achievements, workload statistics, and programs within each Administrative Services department can be found on the following budget summary pages. KEY GOALS FOR 2003-04: • The Administrative Services Director is responsible for assisting each department in the accomplishment of its goals. The Director's primary role is to remove roadblocks, coordinate department efforts, deal with competing priorities, assist with resource allocation, and provide leadership and support for Administrative Services staff. • The Director is responsible for furthering employee development, workplace improvement, and communication through implementation of the Experience Carlsbad program, supporting the employee development teams, and supporting the respectful workplace and safe workplace education efforts. • As a member of project teams, the Director is responsible for the creation of financing programs that support the City's capital improvement efforts, including major road projects, water projects, parks, open space, and trails. • As part of the Leadership Team, the Director is the spokesperson for Administrative Services issues with the top leadership of the City. With the other members of the Leadership Team, the Director is responsible for the creation of an organization that can carry out the City Council's policy direction. SIGNIFICANT CHANGES: None. B-40 PROGRAM: FUND: PROGRAM GROUP: FINANCE GENERAL/ENTERPRISE FINANCE ACCTNO. 0011310 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FIE POSITIONS GENERAL FUND WATER ENTERPRISE SEWER ENTERPRISE TOTAL FUNDING 2000-01 ACTUAL 1,534,182 727,932 14,856 2001-02 ACTUAL 1,701,644 837,860 12,145 2002-03 BUDGET 1,853,898 1,268,170 0 2003-04 BUDGET 2,085,896 990,902 0 2,276,970| 2,551,649| 3,122,068| 3,076,798 27.00 0,50 1,889,970 227,000 160,000 27.00 : 1.50 2,157,099 236,730 157,820 28.00 2.50 2,706,868 242,700 172,500 28.00 2.50 2,601,498 332,700 142,600 2,276,970] 2,551,649| 3,122,068| 3,076,798 MISSION STATEMENT: Our mission is to ensure that the City of Carlsbad makes sound financial decisions. We take pride in accomplishing this mission by maintaining individual and departmental credibility; working together as a team while respecting each other's differences; and consistently striving to go above and beyond expectations. PROGRAM ACTIVITIES: Long-Range Financial Planning and Budget Management • Prepare ten-year operating forecasts incorporating various "what if scenarios to facilitate decision-making for the City Council and City departments. • Prepare and monitor annual capital and operating budgets to allocate resources in a cost-effective manner in alignment with the City Council's goals. • Perform bi-annual review of all City fees and annual review of the cost allocation plan. • Monitor and report on revenues and expenditures monthly to ensure budgetary integrity and facilitate effective decision-making. General Accounting and Reporting • Accurately bill, collect, record, and report all City revenues. • Prepare checks for City employees and for service and commodity suppliers. • Prepare and maintain finance records and documents including the Comprehensive Annual Financial Report in conformity with generally accepted accounting principles and applicable legal and contractual provisions. • Monitor City debt issues to ensure timely payment and identify refinancing opportunities. Provide continuing disclosure as required. • Perform in-house internal control reviews as needed. Assessment District/Community Facilities District (CFD') Administration • Assist in evaluation and formation of new districts. • Issue bonds for capital projects when required. Pay debt service and provide continuing disclosure information. • Provide administration of CFDs and assessment districts as required by formation documents and State law. Purchasing • Issue and manage formal bid and quotation processes including publishing Public Works contracts, maintaining plan logs, and managing the bidding process. • Develop and administer joint agency contracts, annual commodity and service contracts. Receiving. Messenger, and Mail Services • Act as shipping and receiving for the Faraday Administration Center. • Purchase and distribute office supplies for City departments. • Direct disposal of surplus and lost/unclaimed Police property. • Collect outgoing City mail and apply postage. Sort and distribute all incoming City mail. B-41 PROGRAM: FUND: PROGRAM GROUP: FINANCE GENERAL/ENTERPRISE FINANCE PAGE TWO ACCTNO. 0011310 WORKLOAD AND PERFORMANCE INDICATORS: Average number of days to issue Monthly Financial Status Report Awards received for CAFR Awards received for Annual Budget Number of business licenses processed Number of account payable/payroll checks processed Number of electronic payroll checks issued Outstanding debt issues administered FY 2000 19 CSMFO/GFOA Excellence: Operating and Capital 6,214 24,628 12,204 $81 million FY 2001 16 CSMFO/GFOA Excellence: Operating and Capital 6,300 27,283 14,407 $77 million FY 2002 13 Not Available Distinguished Budget Presentation 7,199 24,825 15,141 $71 million Number of purchase orders issued Dollar amount of purchase orders issued Pieces of mail processed FY 2000 1,703 $38,627,055 124,507 FY 2001 1,626 $48,197,538 157,482 FY 2002 1,529 $46,557,451 171,258 KEY ACHIEVEMENTS FOR 2002-03: • Improved forecasting techniques for revenues and expenditures in the City's General fund to provide more accurate forecasts. • Determined the future needs of the City's lighting and landscape districts and investigated options. • Studied alternatives for financing the costs of the storm water program and made recommendation. • Reduced costs for storage and warehousing by over $50,000 per year by consolidating facilities and implementing direct paper shipments. • Negotiated and obtained approval of acquisition agreements to acquire certain key road segments upon the completion by the developers. • Implemented new reporting standards for the City resulting in a more informative document for users of the City's financial statements (according to Governmental Accounting Standards Board Statement No. 34) KEY GOALS FOR 2003-04: Top-Quality Services • Increase the number of cashiering sites available to our customers, provide more timely information, and streamline processes through the implementation of a Citywide cash management and reporting system. • Enhance customer service to City employees by improving access to salary and benefit information and streamlining the payroll process. Transportation/Circulation • Assist in creating financing plans that will allow for the development of key road segments throughout the City. Financial Health • Ensure continued financial health of the City through developing a balanced budget plan for the next five years. This includes a review of the City's revenue base as well as analyzing the future operating costs for the City. • Establish purchasing systems and structures that support the accomplishment of the City's mission while ensuring that the City is receiving best value on all of its purchases of goods and services. • Ensure the integrity of the City's accounting system and the protection of the City's assets through the implementation of an internal audit program. B-42 PROGRAM: FINANCE PAGE THREE FUND: GENERAL/ENTERPRISE PROGRAM GROUP: FINANCE ACCT NO. 0011310 SIGNIFICANT CHANGES: The finance and purchasing functions were shown separately in previous years. These functions are now combined under this program. B-43 PROGRAM: FUND: PROGRAM GROUP: HUMAN RESOURCES GENERAL HUMAN RESOURCES ACCTNO. 0011510 THRU 0011550 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 607,169 472,387 1,583 2001-02 ACTUAL 659,672 794,300 7,531 2002-03 BUDGET 703,520 1,253,323 7,000 1,081,139| 1,461,503| 1,963,843 8.00 0.50 9.00 0.50 9,00 0.75 2003-04 BUDGET 772,825 1,256,113 0 2,028,938 9.00 0.75 MISSION STATEMENT: People are our priority...We take care of the people who take care of Carlsbad. PROGRAM ACTIVITIES: Recruitment, Selection, Staffing • Balance the competing interests of conducting internal and external recruitments. • Assist departments in job design/redesign efforts to make job classifications more flexible (Public Works job classifications). • Update job classifications to keep current with new requirements (certification for Water Department classifications). • Target specific community populations for non-traditional jobs ("home-grown" recruiting in local schools for Police Department talent). • Implement improved employee selection processes. • Work with the Finance Department to clarify the mission/vision for the Purchasing Division. Volunteer/Community Coordinator Responsibilities • Incorporate the duties of the volunteer/community coordinator into the Human Resources Department and facilitate the organized deployment of volunteers into various City departments. • Conduct a volunteer fair to expose City employees to internal and external volunteer opportunities. Employee Development • Continue to provide job-centered training and employee development opportunities for employees. Focus in the areas of effective supervision, leadership, and career advancement. • Develop supervisor's training manual to supplement supervisory training efforts. • Provide opportunities to practice newly acquired skills on the job (cross-training, job rotation, job shadowing, mentorships, internships, etc.). • Obtain a system to efficiently manage and organize the City's employee development efforts (Learning Management System). • Participate on Citywide team to set a vision for a City training facility. Human Resources Revenue Generation • Develop relationships with educational institutions in the area and develop employee development partnerships with other agencies. • Open up our employee development classes to "paying customers" from other governmental agencies and/or to companies in the surrounding area if classes are not full. • Serve on Citywide Budget Forecast team. Work/Life Balance • Continue to promote lunchtime "brown-bag" wellness seminars on various topics. • Partner with the SCT to explore opportunities for on-site childcare. • Serve as a model for flexible staffing arrangements (job sharing, flexible work hours, etc.). B-44 PROGRAM: FUND: PROGRAM GROUP: HUMAN RESOURCES GENERAL HUMAN RESOURCES PAGE TWO ACCT NO. 0011510 THRU 0011550 Performance Management and Compensation • Increase the capability of supervisors to deliver constructive feedback to employees. • Research alternatives to the current performance appraisal form used to evaluate CCEA-represented employees. • Audit the Performance Management and Compensation System for management employees to ensure salaries are competitive in the San Diego survey market and rewards are equitably delivered. Improve Employee Relations and Employee Alignment with the Organization's Goals • Continue to serve on Citywide customer service committee. • Continue to improve internal Human Resources systems and processes. • Add dependents to the Human Resources database. • Provide cross-training to Human Resources staff. • Improve communications about retirement options. • Conduct audit of employee benefit programs (HR BPR). • Institute labor/management forum. • Begin to update sections of the Personnel Rules to provide consistency with other internal documents. • New timecard reporting module implemented on the IFAS system. Plan for Significant Increase in Retirements • Succession Planning: o Provide best-practices template/process for MSA's to use. • Transfer institutional knowledge from future retirees to existing staff ("Carlsbad Alumni" program). Five Year Recruitment Trend 0)(/> 8 fin 0) o"o 9n 29 48 '22 64 ptl 52 17 56 41 67 — 98-99 99-2000 2000-01 2001-02 2002-03 D Promotions/Transfers D New Hires Fiscal Year WORKLOAD STATISTICS. Measures for Classification/ FY 02-03 Compensation Review Number of classification descriptions 10 revised/created Number of positions reviewed 16 Measures for Recruitment Number of applicants processed 2,963 Number of recruitments processed 63 Number of eligibles on employment list 338 Number of new hires 67 Number of promotions/transfers 41 ** Average recruitment cycle time: 42.8 working days. (For period between: 07/01/01 and 06/30/02.) KEY ACHIEVEMENTS FOR 2002-03: • Developed a strategic plan that allows the Human Resources Department to continually identify and implement opportunities for improvement. • Developed 10-year forecast for personnel costs. • Created and promoted organization-wide recognition events for employees including: Dunk N' Run, Employee Appreciation Month, Taste of International Food Fest, Health Expo, Professional Growth Day, and the Education Fair. • Completed negotiations with CCEA for a five-year contract and with CPOA for a two-year extension. • Expanded the Employee Development program to include a catalog, a training calendar, a measurement system, and a Citywide team of training liaisons. • Continued to provide job-centered training and employee development opportunities for employees, focused in the areas of effective supervision, leadership, and career advancement. • Transitioned CCEA employees to the CalPERS health system. • Created a beneficiary database and report to remind employees whom they designated as beneficiaries of their City benefits. • Provided 12 HR IS IN sessions, monthly opportunities for a one-on-one session with a Deferred Compensation specialist, and a Benefits Newsletter to help employees understand their City-sponsored benefits. B-45 PROGRAM: HUMAN RESOURCES PAGE THREE FUND: GENERAL PROGRAM GROUP: HUMAN RESOURCES ACCT NO. 0011510 THRU 0011550 KEY ACHIEVEMENTS FOR 2002-03 (continued): • Streamlined Resource Center processes to improve customer service, and increase automation and accuracy via technology. • Processed 2963 applicants, 63 recruitments, 67 new hires, 25 promotions, and 16 reclassifications. • Amended City policy to extend paid benefits for employees serving in active military duty. • Assisted departments in job design/redesign efforts to make job classifications more flexible. • Updated job classifications to keep current with new requirements (Certification for Water Department Classifications). • Implemented improved employee selection processes and aligned employee selection processes with the Core Competencies. • Enhanced the Human Resources website with job opportunity subscription service. • Teamed with the Fire Department to develop a Succession Planning Model and a Succession Planning Action Plan. • Met and conferred with CCEA on an updated Drug and Alcohol Policy for Commercial Drivers and processed the new policy as an administrative order. KEYGOALS FOR 2003-04: Top-Quality Services • Audit employee benefits (excluding health and retirement). Develop training program for employees that results in an increased knowledge and understanding of their benefits. • Enhance customer service by improving access to payroll information and streamlining the payroll process. • Develop a resource to effectively orient new supervisors to HR services and systems. • Produce updated Personnel Rules and Municipal Code that comply with current practices and applicable law. • Enhance Police Officer recruiting process through a strategic plan designed to improve the quality and diversity of Police Department applicants. • Develop staffing options aimed at utilization of retirees to support alternative staffing throughout the organization. Learning • Implement Employee Development Plan Citywide. • Implement basic features of a Citywide Learning Management System to support the Employee Development Program. • Vision for a comprehensive City training facility/facilities. SIGNIFICANT CHANGES: None. B-46 PROGRAM: FUND: PROGRAM GROUP: WORKERS' COMPENSATION SELF INSURANCE WORKERS' COMPENSATION ACCTNO. 6111520 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 71,836 880,450 0 952,286 1.00 - 0.00 2001-02 ACTUAL 88,452 1 ,004,640 0 2002-03 BUDGET 95,152 988,647 0 2003-04 BUDGET 92,901 1,234,704 0 1 ,093,092 1 1 ,083,799 1 1 ,327,605 too 0.00 1.00 0.00 1,00 0.00 MISSION STATEMENT: People are our priority...We promote the development, well-being, and success of employees and the organization. PROGRAM ACTIVITIES: Workers' Compensation Claims and Administration • This fund is utilized to provide payment for medical, indemnity, and defense expenses incurred as the result of occupational injuries and illnesses. It is also utilized to pay for related administrative and insurance expenses. PERFORMANCE MEASURE: • Average lost days per claim = 3.6 (for the period of 07/01/02 - 01/01/03). KEY GOALS FOR 2003-04: Top-Quality Services • Continue to improve systems to accurately capture and track occupational disability leave, monitor lost days of work, share data with management, and make recommendations to reduce the number of days an employee is out of the workplace. SIGNIFICANT CHANGES: AB 749 became effective 01/01/03. This bill contains benefit increases for employees who receive workers' compensation benefits. As a result of this bill, workers' compensation premiums and insurance rates have increased. B-47 PROGRAM: FUND: PROGRAM GROUP: RISK MANAGEMENT GENERAL LIABILITY SELF-INSURANCE RISK MANAGEMENT ACCT NO. 6121930 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 149,712 642,400 0 2001-02 ACTUAL 154,818 1,219,156 0 792,112| 1,373,974 2.00 0.50 2-00 0.50 2002-03 BUDGET 186,073 1,301,386 0 1,487,459 2.00 0.50 2003-04 BUDGET 197,490 1,307,529 0 1,505,019 2,00 0.50 PROGRAM GROUP DESCRIPTION: Risk Management administers the funding of the self-insured and insured portions of the program; manages the administration of property and general liability claims; works in conjunction with the City Attorney's Office and outside counsel to monitor, control, and resolve litigated matters; and provides training for various departments to minimize the risk of future losses. PROGRAM ACTIVITIES: Litigation Management • The fund is used for settlements, costs, and defense expenses incurred as the result of general liability claims against the City, and for related administration and insurance expenses. Risk Management works with the City Attorney's Office and outside counsel to monitor, control, and resolve litigated matters in the areas of property, casualty, and general liability. Insurance/Self-Insurance • Directs the marketing, renewal, planning, and funding of the insured and self-funded portions of the program; administers the general liability self-insurance funds. Claims Management • Directs and administers the claims management program for property, casualty, and general liability by using a combination of in-house services and a contract claim administrator. Loss Prevention/Training • Provides direction, programs, and training for various City departments to minimize the risk of future losses. KEY ACHIEVEMENTS FOR 2002-03: • Developed a service - lateral responsibility policy. • Implemented the records retention program. KEY GOALS FOR 2003-04: Top-Quality Services • Development of a Citywide Learning Management System. • Homeland Security Assessment - Water Facilities. SIGNIFICANT CHANGES: None. B-48 PROGRAM: FUND: PROGRAM GROUP: HEALTH INSURANCE INTERNAL SERVICE HUMAN RESOURCES ACCTNO. 6131520 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS : HOURLY/FTE POSITIONS 2000-01 ACTUAL 53,885 2,289,199 0 2,343,084 0.00 0.00 2001-02 ACTUAL 54,410 2,409,621 0 2,464,031 0.00 0.00 2002-03 BUDGET 57,452 3,026,500 0 3,083,952 0.00 : 0.00 2003-04 BUDGET 81,343 1 ,440,293 0 1,521,636 0.00 0.00 MISSION STATEMENT: People are our priority...We promote the development, well-being, and success of employees and the organization. PROGRAM ACTIVITIES: This fund is used to pay dental, vision, and life insurance premiums for all employees and the $16 PERS retiree contribution. SIGNIFICANT CHANGES: As a result of the negotiation process, the CCEA bargaining unit will be moving from the self-insured plan to Cal PERS Health Plan. Premiums will be paid directly to CalPERS thus they are not budgeted in this fund. B-49 PROGRAM: FUND: PROGRAM GROUP: RECORDS MANAGEMENT INTERNAL SERVICE RECORDS MANAGEMENT ACCTNO. 6141610 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 436,582 745,985 78,663 1,261,230 ,8,00 0.00 2001-02 ACTUAL 488,448 458,819 22,493 969,761 8,00 0.00 2002-03 BUDGET 522,700 651,987 8,000 1,182,687 8.00 0.00 2003-04 BUDGET 530,918 584,048 1 1 ,500 1,126,466 8.00 0.00 PROGRAM DESCRIPTION: The Records Management Department is responsible for developing and implementing Citywide records management and document management programs, and is tasked with maintaining City records in an identifiable and accessible manner to fulfill public, legal, and historical requirements for preservation and storage of information. The Records Management Department also provides staff support for the City Clerk. PROGRAM ACTIVITIES: Records Management • Continue implementation of the Citywide Records Management Program and Document Management System (DMS). • Maintain City records in an identifiable and accessible manner in fulfillment of public, legal, and historical requirements for preserving and storing information. Administrative Support Activities • Provide staff support for City Clerk functions such as elections, the Public Records Act, noticing, processing documents for recordation, and updating the Municipal Code. • Assist the public and City staff by providing information such as minutes, agendas, ordinances, resolutions, deeds, and other critical documents. KEY ACHIEVEMENTS FOR 2002-03: • Improved communication and access to information through the application of available technologies, such as providing current agendas and agenda bills on the Internet. • Improved access to, and management of, City documents through the further implementation of the DMS, and completed phase three, which expanded functionality and increased the number of users. • Continued implementation of the Records Management Program to organize City records. KEY GOALS FOR 2003-04: • Final implementation phase of Records Management Program to organize City records. • Continued and enhanced use of Document Management System (providing documents, maps, and plans in electronic format). SIGNIFICANT CHANGES: None. B-50 PROGRAM: FUND: PROGRAM GROUP: INFORMATION TECHNOLOGY INTERNAL SERVICE INFORMATION TECHNOLOGY ACCTNO. 6401710 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 1,156,686 1 ,780,837 0 2,937,523 15.00 0.00 2001-02 ACTUAL 1,299,414 2,258,326 74,199 3,631,939 15.00 0.00 2002-03 BUDGET 1,388,121 2,625,413 482,100 4,495,634 16,00 0.00 2003-04 BUDGET 1,499,331 2,551,942 1,410,052 5,461,325 16.00 0.00 MISSION STATEMENT: Provide resources that will support departments in the performance of work tasks through technology. PROGRAM ACTIVITIES: Computer Support Services • Ensure that all City computers remain operational with minimum downtime. • Guarantee availability and security of City network computer resources available to both staff and the public. • Provide support for all standard City applications. • Ensure that the City is receiving best value for technology goods and services provided by outside vendors. Telecommunication Support Services • Ensure that the City's telecommunication network and its associated equipment remain operational with minimum downtime. • Provide the necessary support for all telephone and data communication equipment. New Systems Support • Meet the information needs of the users and encourage the appropriate use of computers and communication technology to increase productivity and enhance communication. • Increase citizen access to City services through the use of technology. WORKLOAD STATISTICS: IT Help Desk Services Average number of help tickets opened per month Total number of help tickets opened for the year Percentage of users rating information technology services as excellent Percentage of priority-one calls resolved within 45 minutes (benchmark) Percentage of priority-two calls resolved within 180 minutes (benchmark) KEY ACHIEVEMENTS FOR 2002-03: CY/2002 561 6,739 96% 85% 95% Deployed 250 new and upgraded 250 existing PC's to Windows 2000. Integrated the ITGC process into the organization to ensure appropriate review of proposed technology solutions. Enhanced the City of Carlsbad web site by providing: o Subscription Service - Patrons can subscribe to 58 published documents and receive e-mail notification when the documents have been updated. o On-Line Employment - Complete employment information was made available on-line, including job descriptions, salary schedules, and benefits information. B-51 PROGRAM: INFORMATION TECHNOLOGY PAGE TWO FUND: INTERNAL SERVICE PROGRAM GROUP: INFORMATION TECHNOLOGY ACCTNO. 6401710 KEY ACHIEVEMENTS FOR 2002-03 (continued): • Expanded the use of the Request for Action system by increasing the number of staff using the system, as well as the types of issues that can be tracked. • Streamlined network user and group management by implementing technology to synchronize our multiple directories. • Assisted in acquisition and implementation of the Maintenance Management System for the Streets Department. • Improved public access to the Document Management System (DMS) by providing access to certain document classes via the Internet. • Participated in the selection of a new library automation system. • Selected a new help desk provider. • Upgraded voice systems at Harding, Housing, and Oak Street sites. • Selected and implemented a standard report writer for Citywide use. KEY GOALS FOR 2003-04: • Establish a plan to provide access to critical electronic data in the event of a disaster. • In conjunction with the Library, enhance Library technology services through the installation a new library automation system. • Increase application performance and expand data storage capacity by replacing the City's primary application server. • Expand service to the public by implementing an online registration and facility reservation system. • Improve management of electronic records stored in primary business applications by further development of electronic records retention schedules. • Increase Internet access speed and improve reliability by the addition of second Internet connection. • Improve internal email manageability and reliability by consolidating email services. SIGNIFICANT CHANGES: Capital Outlay budget includes $853,000 for computer-aided dispatch hardware. B-52 PROGRAM: MISCELLANEOUS NON-DEPARTMENTAL ACCT NO. 001-VARIOUS 150-1310 GENERAL FUND Non-Departmental Community Promotion Community Contributions Beach Parking Hiring Center Dues and Subscriptions Property Tax, LAFCO, & Other Admin. Fees Legal Services Misc Expenditures Total Non-Departmental Expenditures Transfers Golf Course Contribution Hosp Grove Debt Service Infrastructure Replacement Fund Loan to Storm Water Program Management Incentive Pay Transfer to Capital Improvement Program Transfer to IT fund for CAD System Hardware Misc / Transfers Out Total General Fund Transfers Council Contingencies Contingencies (Adopted budget) GENERAL FUND TOTAL 2000-01 ACTUAL $370,279 0 0 82,583 40,993 270,692 0 61,529 826,076 600,000 800,000 3,000,000 0 0 4,300,000 0 106,400 8,806,400 4,300,000 $13,932,476 2001-02 ACTUAL $308,798 65,235 0 83,400 46,386 299,698 0 17,421 820,938 0 800,000 3,000,000 1,873,190 0 1,500,000 0 1,302 7,174,492 3,987,320 $11,982,750 ADOPTED BUDGET $363,000 11,235 36,000 85,849 62,400 383,400 0 0 941 ,884 600,000 800,000 3,500,000 1,076,419 500,000 0 0 0 6,476,419 2,500,000 $9,918,303 ADOPTED BUDGET $509,100 0 36,000 85,849 72,150 367,400 250,000 0 1 ,320,499 0 800,000 3,605,000 1,263,800 575,000 0 563,000 0 6,806,800 2,300,000 $10,427,299 CARLSBAD COMMUNITY CONTRIBUTIONS FUND Community Activity Grants 49,351 57,714 60,500 60,000 B-53 B-54 HA \ ' "- * '•> w v , , , 'OPERATING- BUDGETUMMAR *;#*,.. .'" ^POLICY AND LJEADERSHIP GROUP •' ' ADMINISTRATIVE SERVICES •%f^ #?"% :»' ,-.<W> gQMMIUNITOfSERVICES PROGRAM: PUBLIC SAFETY FUND: VARIOUS PROGRAM GROUP: VARIOUS SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 18,557,392 4,750,252 353,237 2001-02 ACTUAL 20,068,706 5,100,595 555,686 2002-03 BUDGET 21 ,477,379 6,553,027 804,056 2003-04 BUDGET 23,338,562 6,386,405 134,000 23,660,881 1 25,724,987] 28,834,462| 29,858,967 217.75 2.43 222.75 2.65 229.75 3.67 227.75 4.27 B-55 PROGRAM: FUND: PROGRAM GROUP: POLICE GENERAL POLICE SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL Tiyg POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 10,731,244 3,169,108 203,609 14,103,961 138,00 , 1.43 2001-02 ACTUAL 1 1 ,689,003 3,411,069 331 ,092 15,431,164 143,00 1.65 2002-03 BUDGET 13,018,758 4,209,645 156,000 17,384,403 150.00 2,50 2003-04 BUDGET 14,067,998 4,110,927 84,300 18,263,225 148.00 3.10 MISSION STATEMENT: With a commitment to professional excellence, the members of the Carlsbad Police Department provide quality service to the community to ensure the preservation of life and property and the maintenance of law and order. In doing so, we protect the rights of all persons; we strive to treat every person with respect, dignity, and compassion; we hold ourselves to the highest ethical and professional standards of conduct; we are committed to personal integrity, common purpose and support of each other as essentials to an effective and productive work environment; and we provide leadership in our profession as an example for all law enforcement and to guarantee the best possible service to our citizens. PERFORMANCE/WORKLOAD MEASURES: 2002 Average Response Times Priority one calls are those in which there is an immediate threat to life or property. Our goal is to respond to all priority one calls in an average of six minutes or less. Priority one calls made up less than one percent of our total call volume in 2002. Priority two (urgent calls) and priority three (calls for reports) calls made up over 99 percent of our total call volume. Our average response time in 2002 to the lowest priority call was approximately 24 minutes. 0 5 10 15 20 25 MINUTES Pr/o1 - 2 3 rity # 6.0 ,tl'sr • 23,7 2002 Citizen Satisfaction In an effort to provide the best service possible to the community, the Carlsbad Police Department has been surveying victims of crime since 1991. This survey helps the department measure satisfaction and obtains feedback from citizens who have had contact with our department. Over 4,000 responses have been received to date. 1 Poor 3 Good 911 Dispatcher Patrol Officers Detectives Records Administration 4.5 4.6 4.4 4.5 4.4 4 5 Excellent B-56 PROGRAM: FUND: PROGRAM GROUP: POLICE GENERAL POLICE PAGE TWO SUMMARY PERFORMANCE/WORKLOAD MEASURES (continued): Crime The Police Department measures crime with the FBI index crimes. FBI index crimes include homicide, rape, robbery, aggravated assault, burglary, larceny/theft, and motor vehicle theft. 40 30 20 1 0 0 4 31 .0 28.2 25.1 22.3 23-4 1998 1999 2000 2001 2002 FBI Index Crimes per 1,000 Population KEY ACHIEVEMENTS FOR 2002-03: • Reduced the total number of vehicle collisions in Carlsbad by 11% in 2002 compared to 2001. This decrease included reductions in both injury and non-injury accidents. • Provided public access to the Megan's Law Department of Justice web site at the Carlsbad Safety Center. Citizens are now able to easily access sex offender information on-line. • Increased citizens' availability to information about police services with new communication tools such as a free police news subscription service as well as neighborhood crime statistics via the City of Carlsbad web page. • Analyzed short-term and long-term staffing, equipment, technology, and facilities needs for the Police Department. • Developed a facility site report and conceptual plan for a new police shooting range. • Conducted a thorough review and update of Police Department directives. • Installed new "Livescan" technology that replaced the old inked fingerprinting with computerized, digitized fingerprinting that takes only seconds to send to the Department of Justice instead of days. • Participated in a full-scale terrorism exercise at the Encina Water Pollution Control Facility. Approximately 75 City and Encina staff members participated in the exercise to increase coordination between the City's Emergency Operations Center and field responders, while simulating a terrorist attack at the facility. • Helped to address the growing problem of high-tech identity theft by contributing a full-time investigator to the newly formed regional task force for identity theft. • Continued to move forward with plans to replace our computer-aided dispatch system and expand communications and technology available to officers in the field. • Helped improve the safety of local children by providing "Lock-Down Training" for the first time ever to school district personnel. • Conducted truancy, skateboarding, tobacco, alcohol, and curfew sweeps. A first-ever tobacco controlled buy operation was conducted to reduce the availability of cigarettes to minors in an effort to reduce teen smoking. • Analyzed risk and claims to minimize potential City liability and trained police staff on risk reduction. • Added lasers to the lethal force alternatives inventory. • Entered into a grant-funded pilot project giving officers in the field wireless access to law enforcement information via a hand-held device or laptop computer. B-57 PROGRAM: POLICE PAGE THREE FUND: GENERAL PROGRAM GROUP: POLICE SUMMARY KEY GOALS FOR 2003-04: Top-Quality Service • Enhance critical incident management capabilities of the Tactical Response Team and the Crisis Negotiation Team. • Improve the property and evidence system. • Improve the level of service delivered to our citizens and employees regarding our complaint investigation process. • Improve police response and information capabilities through implementation of a new computer-aided dispatch and mobile computer system. • Improve response times with beat realignment. Communication • Enhance our ability to identify, investigate, and prevent criminal activity in the community by working with other City departments. Learning • Improve computer crime inquiry capabilities of patrol officers and communicators. B-58 PROGRAM: FUND: PROGRAM GROUP: ADMINISTRATION GENERAL POLICE ACCT NO. 0012110 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULLTIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 323,563 591,989 0 2001-02 ACTUAL 322,779 629,583 0 2002-03 BUDGET 310,807 1,024,546 0 2003-04 BUDGET 332,119 755,313 0 915,552| 952,362| 1,335,353| 1,087,432 3.00 0.00 3.00 0.00 3.00 0.00 3.00 0.00 WORK PROGRAM: Develop and administer functions and programs that support the City's and the Police Department's statement of values in a manner responsive to the City and its citizens. Provide leadership and support to department divisions. Establish policies and long-range plans to meet department goals and City needs. PROGRAM ACTIVITIES: Service Programs • Develop and manage programs that reduce crime, encourage citizen participation, and improve community safety. Organization • Assist staff with individual and group development. Division Support • Provide support to divisions to assist with meeting goals. Leadership • Provide department staff with the knowledge and training necessary to carry out the department's mission. SIGNIFICANT CHANGES: Decrease in Maintenance and Operation budget is due to transfer of contingency funds to help fund other police programs. B-59 PROGRAM: FUND: PROGRAM GROUP: FIELD OPERATIONS GENERAL POLICE ACCT NO. 0012120 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 4,927,952 679,149 95,896 5,702,997 59.00 0,00 2001-02 ACTUAL 5,343,636 673,413 49,540 6,066,589 60.00 0.00 2002-03 BUDGET 5,499,226 728,052 46,000 6,273,278 62.00 0.00 2003-04 BUDGET 6,134,608 764,340 1,800 6,900,748 63,00 0.23 WORK PROGRAM: Respond to calls for service and provide emergency services, preventative patrol, traffic enforcement, and special enforcement to the community. Enforce laws and ordinances, preserve the peace, and provide for the protection of life and property through proactive programs of enforcement and prevention. PROGRAM ACTIVITIES: Calls for Service • Respond to calls for emergency and non-emergency services. • Investigate crimes. • Enforce City ordinances. Reports • Take reports including crime, arrest, collisions, incident, citation, and field interview. Response Time • Respond to priority one calls in less than six minutes. WORKLOAD STATISTICS: Calls for Service Cases Average Priority One Response (in minutes) CY1999 67,284 8,338 5.2 CY2000 64,366 8,381 5.1 CY2001 68,798 9,050 5.7 CY2002 66,713 9,527 6.0 SIGNIFICANT CHANGES: One DARE officer was transferred to Field Operations due to decreased school district requests for DARE services. B-60 PROGRAM: FUND: PROGRAM GROUP: COMMUNITY SERVICES GENERAL POLICE ACCT NO. 0012121-23, 2125, 2142 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 971,551 304,575 10,058 1,286,184 13-00 0.50 2001-02 ACTUAL 1,091,874 323,607 75,190 1,490,671 14.00 0.50 2002-03 BUDGET 1,399,963 390,397 55,500 1,845,860 16.00 0.50 2003-04 BUDGET 1,486,570 415,037 46,800 1 ,948,407 16.00 0.34 WORK PROGRAM: The Community Services division includes the following programs: Traffic • Provide traffic enforcement as a means of reducing collisions and hazardous violations in the community. Provide accident investigation and traffic safety programs to make the streets and highways safer. Volunteer Program • Provide support to the members of the Police Department and help enhance community safety and security through education and crime prevention. Reserve Program • Provide assistance to the patrol and traffic functions, as well as other divisions within the department by assignment as transport, cover, or working with officers. Lagoon Patrol • Maintain order in and around Agua Hedionda Lagoon on a year-round basis. Provide general coverage and respond to concerns involving Agua Hedionda and the other City lagoons. Maintain order on City's trail systems and in the City's parks. Crime Prevention • Help improve the quality of life for Carlsbad citizens through crime prevention awareness and education, and help reduce the fear of crime through the dissemination of information. PROGRAM ACTIVITIES: Traffic • Maintain a high profile of traffic enforcement in order to reduce traffic collisions Citywide. • Conduct accident investigations to document location, time, and cause of traffic collisions in order to provide targeted traffic enforcement. • Provide data for traffic engineering. Senior Volunteer Patrol • Conduct crime prevention patrols. • Assist with traffic control and special events. • Conduct education activities in the community. • Provide regular contact for homebound citizens. In-House Volunteers • Provide general clerical assistance. • Provide data entry assistance. • Contact crime victims. • Provide assistance with special assignments and projects. B-61 PROGRAM: COMMUNITY SERVICES PAGE TWO FUND: GENERAL PROGRAM GROUP: POLICE ACCTNO. 0012121-23,2125,2142 PROGRAM ACTIVITIES (continued) Reserves • Provide special detail assistance to all divisions of the Police Department. • Provide service to the spring and fall fairs, Oktoberfest, marathon, and other special events. • Provide assistance with follow-up and special investigations for traffic officers and detectives. Lagoon Patrol • Enforce boating regulations. • Monitor recreational boating operation on Agua Hedionda Lagoon. • Patrol lagoon, trail, and park areas. • Assist stranded boaters on Aqua Hedionda Lagoon. Crime Prevention • Target all groups within the community including crime victims, and utilize community forums, surveys, media, newsletters, and direct mailings. • Create and implement education and awareness programs that reduce the threat of crime and enhance safety and security. WORKLOAD STATISTICS: CY1999 CY2000 CY2001 CY2002 Injury collisions per mile of roadway 1.27 1.26 1.4 1.36 Number of volunteer hours contributed 14,736 15,355 14,497 N/A Hours contributed by reserve officers 1,491 1,448 1,661 N/A SIGNIFICANT CHANGES: None. B-62 PROGRAM: FUND: PROGRAM GROUP: CANINE GENERAL POLICE ACCTNO. 0012124 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 344,336 85,273 0 429,609 4,00 0,00 2001-02 ACTUAL 372,841 83,506 0 456,347 4,00 0.00 2002-03 BUDGET 374,242 84,140 0 458,382 4.00 0.00 2003-04 BUDGET 411,633 92,618 0 504,251 4.00 0.00 WORK PROGRAM: Augment patrol officers in general law enforcement efforts to deter crime. Enhance department's ability to locate hidden suspects while providing greater officer safety through the use of trained police dogs. PROGRAM ACTIVITIES: • Enforce laws throughout the City. • Provide canine coverage on each patrol watch. • Patrol remote areas using 4x4 vehicles. • Provide canine demonstrations to schools and civic groups throughout the year to show the capabilities of police canine teams. SIGNIFICANT CHANGES: None. B-63 PROGRAM: FUND: PROGRAM GROUP: INVESTIGATIONS/FIELD EVIDENCE GENERAL POLICE ACCT NO. 0012126-2130 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 880,022 187,869 0 1,067,891 11.00 0.50 2001-02 ACTUAL 1,004,033 214,228 27,324 1,245,585 12.00 0.50 2002-03 BUDGET 1,098,242 203,820 0 2003-04 BUDGET 1,187,024 217,959 0 1,302,062 1 1,404,983 12.00 -'.; too 12.00 0.95 WORK PROGRAM: Investigations Provide follow-up investigations leading to the identification and apprehension of persons responsible for the commission of crimes. Provide coordination of the criminal justice process; recover stolen property; process property and evidence. Field Evidence Collect and process evidence collected in the field by police employees. Evidence may include fingerprints, photographs, plaster casting, bodily fluids, and other items. WORKLOAD STATISTICS: Violent Crime Clearance Rate Property Crime Clearance Rate Property Recovery Rate SIGNIFICANT CHANGES: None. CY1999 45% 21% 26% CY2000 56% 19% 38% CY2001 CY2002 60% 20% 38% 47% 16% 27% B-64 PROGRAM: FUND: PROGRAM GROUP: VICE/NARCOTICS GENERAL POLICE ACCTNO. 0012131 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 367,070 76,196 44,091 487,357 4.00 0.00 2001-02 ACTUAL 478,287 105,268 26,086 609,641 4,00 0,00 2002-03 BUDGET 565,798 80,705 0 646,503 4.00 0,00 2003-04 BUDGET 611,659 91,445 0 703,104 4.00 0.00 WORK PROGRAM: Enforce the laws relating to vice and narcotics violations. Identify and assist in the prosecution of those responsible for the use, distribution, sales, and proliferation of illegal drugs in the community. Identify and arrest those responsible for the violation of laws concerning prostitution, gambling, liquor laws, and other illegal activities. WORKLOAD STATISTICS: Felony and Misdemeanor Arrests SIGNIFICANT CHANGES: CY1999 179 CY2000 117 CY2001 230 CY2002 305 Includes overtime for tactical response team training and operations. B-65 PROGRAM: FUND: PROGRAM GROUP: YOUTH/SCHOOL PROGRAMS GENERAL POLICE ACCT NO. 0012132,41,43 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 444,023 93,770 26,149 563,942 8.00 0.30 2001-02 ACTUAL 415,565 128,366 0 543,931 6.00 0.50 2002-03 BUDGET 502,667 163,735 0 666,402 6.00 0.50 2003-04 BUDGET 463,379 130,315 0 593,694 5.00 0.32 WORK PROGRAM: Police School Resource Officers Maintain order in and around schools to deter crime through enforcement and to create a positive interaction among students, citizens, and educators. Juvenile Diversion Provide juvenile diversion services and programs to all age levels of youth within the City of Carlsbad, both delinquent and pre-delinquent, and within and prior to the criminal justice system. PROGRAM ACTIVITIES: Police School Resource Officers • Maintain order and enforce laws on school campuses located within the City of Carlsbad. • Educate staff and students regarding laws pertaining to schools, child abuse, and law enforcement in general. • Conduct follow-up investigations on juvenile and school-related crime. • Serve as a resource for school safety preparedness. SIGNIFICANT CHANGES: The DARE position has been transferred to the Field Operations Division due to a decrease in school district DARE requests. B-66 PROGRAM: FUND: PROGRAM GROUP: PROPERTY AND EVIDENCE/RECORDS GENERAL POLICE ACCTNO. 0012133,2145 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS uni IDI v/r*re DnQiTirMiic 2000-01 ACTUAL 311,784 54,675 554 367,013 7.00 A -11 2001-02 ACTUAL 325,281 51,514 998 377,793 7.00 A 4K 2002-03 BUDGET 366,573 66,965 0 433,538 7.00 n nn 2003-04 BUDGET 393,686 62,730 0 456,416 7.00 . n RA WORK PROGRAM: Property and Evidence Responsible for the processing, retention, disposal, and security of all property and evidence obtained or seized by the department. Records Provide processing, filing, and maintenance of all department law enforcement official records; responsible for data entry into the ARJIS system and for statewide reporting of crime information; responsible for public reception, information, and fingerprinting services for the public. PROGRAM ACTIVITIES: Property and Evidence • Physically maintain and accurately track all property and evidence. • Return property to lawful owners. • Dispose of property according to law. Records • Process Police records including arrests, crime cases, citations, traffic collisions, and incident reports. WORKLOAD STATISTICS: CY1999 8,338 CY2000 8,381 CY2001 9,050Police Cases SIGNIFICANT CHANGES: Part-time hours have been added to process Livescan fingerprint requests for the public. CY2002 9,527 B-67 PROGRAM: FUND: PROGRAM GROUP: FAMILY SERVICES GENERAL POLICE ACCTNO. 0012134 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULLTIME POSITIONS HOURLY/FT E POSITIONS 2000-01 ACTUAL 350,550 7,476 0 2001-02 ACTUAL 321,979 16,278 0 2002-03 BUDGET 379,558 25,600 0 2003-04 BUDGET 412,005 27,000 0 358,026) 338.257L 405,1 58| 439,005 4,00 0.00 4.00 0.00 4.00 0.00 4.00 0.00 WORK PROGRAM: Provide follow-up investigation leading to the identification and apprehension of persons responsible for the commission of crimes relating to juvenile offenders, juvenile victims, and domestic violence incidents. Provide coordination of the criminal justice process as it relates to prevention, education, diversion, and enforcement. PROGRAM ACTIVITIES: • Investigate and follow up on crime and incident reports as they relate to all phases of the family. • Assist in the coordination of diversion, prevention, and education activities offered by the department such as DARE, GUIDE, Juvenile Justice Panel, parenting skills classes, activities for children after school, and mentoring at-risk youth. SIGNIFICANT CHANGES: None. B-68 PROGRAM: FUND: PROGRAM GROUP: TASK FORCE GENERAL POLICE ACCTNO. 0012135 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 314,666 0 0 314,666 3*00 0.00 2001-02 ACTUAL 292,641 4,551 0 297,192 3.00 0,00 2002-03 BUDGET 373,196 13,610 29,000 2003-04 BUDGET 419,331 21,725 0 415,806) 441,056 4.00 o;oo 4.00 : . 0.00 WORK PROGRAM: Participate in specialized regional crime-fighting task forces including North County Gang Task Force, Regional Auto Theft Task Force, Narcotics Task Force, and ID Theft Task Force. SIGNIFICANT CHANGES: None. B-69 PROGRAM: FUND: PROGRAM GROUP: SUPPORT OPERATIONS GENERAL POLICE ACCTNO. 0012140 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 452,361 908,854 2,280 2001-02 ACTUAL 462,362 1,040,067 0 2002-03 BUDGET 511,073 1,243,545 4,000 2003-04 BUDGET 548,959 1,205,150 0 1,363,495| 1,502,429| 1,758,618| 1,754,109 ; ,• . 6,00 0.00 6.00 0.00 6.00 0.50 6.00 : 0.50 WORK PROGRAM: Provide support to the Police Department in the form of training, automated systems coordination, and personnel recruitment and hiring. PROGRAM ACTIVITIES: • Coordinate all department training. • Recruit new employees. • Organize testing programs and conduct POST mandated pre-employment investigations. • Maintain and develop the department's automated systems such as CAD, ARJIS, and the microcomputer network. SIGNIFICANT CHANGES: None. B-70 PROGRAM: FUND: PROGRAM GROUP: COMMUNICATIONS CENTER GENERAL POLICE ACCTNO. 0012144 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 900,296 82,960 1,279 984,535 16.00 0.00 2001-02 ACTUAL 992,596 84,342 0 1,076,938 16.00 0.00 2002-03 BUDGET 1,290,372 139,030 1,500 1 ,430,902 18,00 0.00 2003-04 BUDGET 1,282,000 131,205 0 1,413,205 18.00 0.26 WORK PROGRAM: Provide Police and Fire communications including answering calls for service and dispatching appropriate emergency personnel. PROGRAM ACTIVITIES: • Provide routine and emergency communications service to Police, Fire, and emergency medical programs. WORKLOAD STATISTICS: CY1999 CY2000 CY2001 CY2002 Police Calls for Service 67,284 64,366 68,798 66,713 SIGNIFICANT CHANGES: None. B-71 PROGRAM: FUND: PROGRAM GROUP: VARIOUS ASSET FORFEITURE POLICE ACCTNO. 1212110 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 270 28,553 7,674 2001-02 ACTUAL 3,533 2,189 0 2002-03 BUDGET 7,000 38,000 20,000 2003-04 BUDGET 210,000 158,200 35,700 36,497| 5,722| 65,000| 403,900 0.00 0,00 0.00 0.00 0.00 0.00 0.00 0.00 WORK PROGRAM: The City of Carlsbad periodically receives forfeited funds and assets as a result of the Police Department's narcotics enforcement efforts. These funds are restricted by statute for use by the Police Department only and cannot be used to supplant existing budgets. SIGNIFICANT CHANGES: Included in the 2003-04 appropriation is funding for temporary help during the implementation of the new computer- aided dispatch system, a vehicle for the special events coordinator, state-recommended training for the tactical response team, K-9 equipment, a photo line-up color printer, lethal force alternatives munitions, minor modifications for the hostage rescue vehicle, and reconfiguration of the watch commander's office and patrol field equipment room. B-72 PROGRAM: FUND: PROGRAM GROUP: BICYCLE PATROL COPS GRANT POLICE ACCTNO. 123XXXX PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 142,800 3,468 0 146,268 2.00 0.00 2001-02 ACTUAL 256,286 15,824 14,622 286,732 4.00 0.00 2002-03 BUDGET 340,041 7,500 0 347,541 4.00 0.00 2003-04 BUDGET 175,025 7,890 0 182,915 : 2.00 0.00 WORK PROGRAM: This is the seventh year the City has received funding from the Citizen's Option for Public Safety (COPS). The City Council approved the Police Department's request to use these funds for the continued hiring of two full-time officers for assignment to the year-round bicycle patrol. The bicycle patrol members patrol the beach and downtown areas as well as other areas as required for special enforcement. PROGRAM ACTIVITIES: The patrol will direct attention to minor drug, alcohol, skateboarding, loitering, and noise complaints in the downtown and beach areas of the City as well as other areas as needed. SIGNIFICANT CHANGES: Deletion of two Police Officer positions that were previously paid with COPs grant funds. B-73 PROGRAM: FUND: PROGRAM GROUP: POLICE GRANTS SPECIAL REVENUE POLICE ACCTNO. 124-125XXXX PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 0 64,301 15,628 2001-02 ACTUAL 5,310 38,333 137,332 2002-03 BUDGET 0 0 0 79,929| 180,975| 0 0,00 0.00 0.00 0.00 0.00 0,00 2003-04 BUDGET 0 30,000 0 30,000 0.00 0.00 WORK PROGRAM: The Local Law Enforcement Block Grant (LLEBG) program is funded through the Department of Justice. This is the seventh year that Carlsbad has requested and received funding. These are one-time funds to be used only to enhance, and not replace, law enforcement budgets within specific program areas. A 10% cash match is required. The California Law Enforcement Equipment Program (CLEEP) provides one-time funds that can be used only to enhance, not replace, law enforcement budgets for the purchase of high-technology equipment. This is the third year that Carlsbad has received these funds. SIGNIFICANT CHANGES: None. B-74 PROGRAM: REFUND: PROGRAM GROUP: FIRE GENERAL FIRE SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FT! POSITIONS 2000-01 ACTUAL 7,826,148 1,581,144 149,628 9,556,920 79.75 1.00 2001-02 ACTUAL 8,379,703 1,689,526 224,594 10,293,823 79,75 1.00 2002-03 BUDGET 8,458,621 2,343,382 648,056 11,450,059 79.75 1.17 2003-04 BUDGET 9,270,564 2,275,478 49,700 11,595,742 79.75 1.17 PROGRAM GROUP DESCRIPTION: The Fire Department's mission is to enhance the quality of life in our community by delivering exceptional services in safeguarding lives, property, and our environment. We measure our success in accomplishing our mission through customer surveys, comparative analysis, operational effectiveness, and goal accomplishment. WORKLOAD STATISTICS: Paramedic Satisfaction Survey Percentage Good/Excellent Total Incidents By Year Response Time Competence Courtesy I I Transportation I I I I (As rated on a five-point scale of very poor, poor, fair, good, and excellent.) 1998 1999 2000 2001 2002 Customer Service Ratings: The above chart shows our customer satisfaction level for emergency medical services for fiscal year 2001-02. The results show that our paramedics continue to live up to the department's standard for treating all patients as we would want our own family treated. Incidents & Response Times: The Fire Department reached the scene of priority one incidents 79% of the time in five minutes or less. This did not achieve our goal of arriving on scene in five minutes or less 90% of the time. B-75 PROGRAM: FIRE PAGE TWO REFUND: GENERAL PROGRAM GROUP: FIRE SUMMARY KEY ACHIEVEMENTS FOR 2002-03: • Became a member of the North County Dispatch JPA for fire dispatching services. • Coordinated a multi-casualty drill at Legoland with over 70 participants from eight agencies. • Completed construction of temporary fire training props at the Calavera Wastewater Treatment Plant. • Put into service one new Seagraves fire engine. • Published a Fiftieth Anniversary book on the history of the Fire Department. • Held a First Anniversary Remembrance Ceremony in honor of those who died from the terrorist attacks on September 11, 2001. • Launched two new public education programs: Sparky the Fire Dog and Watch the Water campaign. • Assisted in developing new regional standards and training protocols for ladder and ventilation standards. KEY GOALS FOR 2003-04: • Develop a Fire Department Strategic Plan. • Integrate the North County Dispatch JPA Records Management System into the Fire Department's operations. • Develop a Fire Department Five-Year Budget Plan and explore potential revenue generation opportunities. B-76 PROGRAM: FUND: PROGRAM GROUP: ADMINISTRATION GENERAL FIRE ACCT NO. 0012210 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 321,922 365,984 34,561 722,467 ••• . 3.75 0,00 2001-02 ACTUAL 404,856 383,328 2,599 790,783 3.75 0.00 2002-03 BUDGET 339,593 836,109 556,456 1,732,158 3.75 0.00 2003-04 BUDGET 374,540 687,410 0 1,061,950 3.75 0.00 WORK PROGRAM: The Administration Division coordinates the overall operation of the Fire Department. PROGRAM ACTIVITIES: Coordination Provide program direction and planning for all divisions. • Implement and support Fire Department specific values, mission, and vision. • Support and facilitate department managers in accomplishing their goals. • Facilitate team-building programs for all members of the management team. • Promote increased communications and participation at all levels within the department. Planning Provide a planning interface with other City departments and regional agencies in order to facilitate improved Fire services. Continue to oversee the implementation of the department's strategic plan. Monitor development under the Growth Management Program as it related to the relocation of Fire Stations 3 and 6. Participate in the San Diego County Unified Disaster Council and Hazardous Materials Response JPAs. Coordinate department information systems. Participate in regional planning activities, including the 800 MHz Regional Communication System and regional cooperation on dispatching, training, recruitment, and facilities. SIGNIFICANT CHANGES: Decrease in Maintenance and Operation budget is due to transfer of contingency funds to fund other fire programs. B-77 PROGRAM: FUND: PROGRAM GROUP: EMERGENCY OPERATIONS GENERAL FIRE ACCTNO. 0012220 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 7,096,237 1,013,885 94,975 8,205,097 71 .00 0,00 2001-02 ACTUAL 7,625,911 1,067,704 221,995 8,915,610 TfiOO 0.00 2002-03 BUDGET 7,624,930 1,198,405 90,000 8,913,335 71,00 0.00 2003-04 BUDGET 8,398,492 1 ,264,942 49,700 9,713,134 71.00 0.00 WORK PROGRAM: Respond to citizen requests for assistance in a timely manner with appropriate equipment and properly trained personnel. PROGRAM ACTIVITIES: Emergency Response Maintain an effective fire and medical emergency response system throughout the City. • Maintain fire apparatus, equipment, and facilities at a high level of readiness. • Maintain a response time of five minutes or less, 90% of the time, to priority one fire and medical calls for service. Training Provide all safety personnel appropriate training in order to enhance their personal safety as well as services provided to citizens. • Provide 20 hours of training to all shift personnel on a monthly basis. • Train personnel to meet individual and company performance standards. • Provide 24 hours of annual EMS continuing education to all field personnel. Service Operations personnel will maintain a positive community profile of service, friendliness, and responsiveness. • Engine companies to participate in public education programs, special community events, and code enforcement inspections on an annual basis. SIGNIFICANT CHANGES: None. B-78 PROGRAM: FUND: PROGRAM GROUP: PREVENTION GENERAL FIRE ACCT NO. 0012225 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 407,989 44,840 20,092 472,921 5.00 1.00 2001-02 ACTUAL 348,936 32,258 0 381,194 5.00 1.00 2002-03 BUDGET 494,098 50,690 0 2003-04 BUDGET 497,532 61,920 0 544,788 1 559,452 5.00 ....... .j 1? 5.00 1.17 WORK PROGRAM: Reduce the potential for fire and property loss in the community through Fire Code enforcement and Fire Protection Engineering. PROGRAM ACTIVITIES: Enforcement and Engineering Provide code enforcement occupancy inspections in existing public buildings and those under construction. Provide training and administrative support for engine company code enforcement activities. Conduct periodic fire inspections in commercial, industrial, and multi-family residential buildings. Perform code compliance reviews on construction plan submittals within 10 days. Perform new construction inspections within 48 hours of request. Conduct code compliance inspections in licensed care facilities. Respond to citizen hazard inquiries and complaints. SIGNIFICANT CHANGES: The Fire Prevention Division will take over the overall management of our Public Education program (from Emergency Operations). B-79 PROGRAM: FUND: PROGRAM GROUP: WEED ABATEMENT GENERAL FIRE ACCT NO. 0012235 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 0 96,883 0 2001-02 ACTUAL 0 87,654 0 2002-03 BUDGET 0 137,250 0 2003-04 BUDGET 0 136,227 0 96,883[ 87,654| 137,250| 136,227 0,00 0.00 0,00 0,00 * 0,00 0.00 0.00 0.00 WORK PROGRAM: Manage the potential for grass and brush fires on unimproved property by means of a selective hazard abatement program. PROGRAM ACTIVITIES: Hazard Identification Identify and serve notice to owners of properties on which fire hazards exist or are likely to exist. • Select 500-1,100 parcels for clearance. • Obtain City Council approval for abatement. • Mail notices to property owners. Hazard Abatement Ensure effective abatement of hazards identified. Inspect all property noticed. During May through July, clean all property not previously abated by owners. Manage contractor performance and payment system. Obtain City Council approval to place abatement costs onto individuals' property tax roll in July. Submit charges to County Auditor for recovery by property tax billing by August. SIGNIFICANT CHANGES: None. B-80 PROGRAM: FUND: PROGRAM GROUP: DISASTER PREPAREDNESS GENERAL FIRE ACCT NO. 0012240 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 0 59,552 0 59,552 0,00 0.00 2001-02 ACTUAL 0 118,582 0 118,582 0.00 0.00 2002-03 BUDGET 0 120,928 1,600 122,528 0.00 0.00 2003-04 BUDGET 0 124,979 0 124,979 0.00 0.00 WORK PROGRAM: Develop and manage emergency preparedness and hazard mitigation programs that reduce the impact of natural and man-caused disasters. PROGRAM ACTIVITIES: Training and Education Conduct classroom and simulation training sessions for all key City staff members. • Conduct training and exercises with City Emergency Operations Center staff on disaster plan elements. • Continue providing basic emergency response training to all City employees. Planning Develop a strategic plan to improve Citywide emergency preparedness. • Develop a Hazard Mitigation plan. • Restructure the emergency management administrative team. • Coordinate program efforts to ensure that Carlsbad is a "Disaster Resistant Community." Inter-Agency Coordination • Represent the interests of the City on the County Unified Disaster Council. SIGNIFICANT CHANGES: None. B-81 B-82 >s' ' N* « V. '• > ; if*OPERATING;BUDGET|SUMMARY ?>' PbLICY AND LEADERSHIP GROUP ADMINISTRATIVE SERVICES PROGRAM: FUND: PROGRAM GROUP: COMMUNITY DEVELOPMENT VARIOUS VARIOUS SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULLTIiyE POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 4,085,696 6,806,519 170,780 11,062,995 53,75 150 2001-02 ACTUAL 4,153,238 7,924,703 91,897 2002-03 BUDGET 4,811,481 9,038,214 401,032 2003-04 BUDGET 5,140,067 9,119,936 256,959 12,169,838| 14,250,727) 14,516,962 54,00 3.00 54,00 4.14 54.00 ' • 4.14 Comm. Dev Building Admin. Economic Inspection 4% Development 12% 1% Redevelop- ment 17% Information 2% Planning 22%CDBG Housing 5o/0 Trust 2% Housing Section 8 39% B-83 PROGRAM: FUND: PROGRAM GROUP: ADMINISTRATION GENERAL COMMUNITY DEVELOPMENT ACCTNO. 0013010-12 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 329,846 128,393 7,993 466,232 3,75 0.00 2001-02 ACTUAL 223,949 103,517 1,838 329,304 3.00 0.00 2002-03 BUDGET 273,744 192,040 15,026 480,810 • ;..;... MQ; 0.00 2003-04 BUDGET 301,165 332,335 3,100 636,600 3.00 0.00 MISSION STATEMENT: The mission of Community Development is to guide and facilitate the development of the City of Carlsbad. We do this in an atmosphere of creativity and cooperation. We are committed to the highest standard of integrity and respect for diversity. We enhance the health, safety, welfare, and quality of life for people at all economic levels that live, work, or visit Carlsbad by providing for: • Development of high-quality projects and public facilities. • Preservation of the local environment. • Diverse housing, employment, and enrichment opportunities. • A strong and stable economic base PROGRAM ACTIVITIES: The Community Development Director assists departments within its Major Service Area (MSA) in accomplishing individual goals. The Director also removes roadblocks, coordinates between departments with competing or conflicting priorities, and manages resource allocation and other support efforts. KEY ACHIEVEMENTS FOR 2002-03: • Excess Dwelling Unit Citizens Committee. • Completion of Ponto Land Use Strategy Work Plan. • Desalination Project Negotiations. • Formulation of new commercial design principles. • Processing of all remaining tentative maps in the Calavera Hills Master Plan. • Processing of numerous projects in the recently approved Villages of La Costa and Bressi Ranch Master Plans. • Anastassi project on Carlsbad Blvd. between Christiasnsen and Beech approved, building permits issued, and grading commenced. • 21 unit condo project on Laguna between Roosevelt and State Streets in the building permit stage. • Carlsbad Self-Storage is under construction at Tyler Street at Pine Avenue and Walnut intersection. • North State Street Vision Statement complete. • New banners installed in the Village. KEY GOALS FOR 2003-04: Top-Quality Services • Respond to 95% of field inspection requests by the next working day. • Develop performance measures for all departments. • Average 24-hour response by Code Enforcement for non-health and safety calls for service. • Participate in the Carlsbad Emergency Management Administrative Team (CEMAT). • Participate in the Performance Measurement Resource Team. B-84 PROGRAM: ADMINISTRATION PAGE TWO FUND: GENERAL PROGRAM GROUP: COMMUNITY DEVELOPMENT ACCT NO. 0013010-012 KEY GOALS FOR 2003-04 (continued): Balanced Community Development • Implement Habitat Management Plan (HMP). • Develop South Carlsbad Coastal Redevelopment Area (SCCRA) land use strategies. • Educate participants in the Section 8 homeownership program. • Continue to implement the "Connecting Community, Place, and Spirit" community-building project. • Increase City-owned and -controlled parking in the Village redevelopment area. • Implement affordable housing project in the Village redevelopment area. • Develop a land use vision for North State Street. Parks/Open Space/Trails • Comprehensive and qualitative open space management. Environmental Management • Community and City environmental consciousness. Communication • Additional emphasis on General Plan/Growth Management Plan communication outreach. Learning • Continuity of Community Development leadership through Strategic Planning. SIGNIFICANT CHANGES: Additional funds have been budgeted to develop a comprehensive civic facilities plan. B-85 PROGRAM: FUND: PROGRAM GROUP: LAND USE PLANNING & PLANNING COMMISSION GENERAL PLANNING ACCT NO. 0013210/0013220 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 1,825,764 420,829 399 2001-02 ACTUAL 1,910,677 892,973 10,116 2002-03 BUDGET 2,286,680 980,907 0 2003-04 BUDGET 2,424,545 806,394 0 2,246,992| 2,813,766| 3,267,587| 3,230,939 24.00 1,00 25.00 2.00 25.00 2.00 25.00 2.00 MISSION STATEMENT: The Planning Department's mission is to help guide the planned physical development of the City in a manner that preserves the quality of life for its citizens. PROGRAM ACTIVITIES: Review of Development Projects • Provide technical support to the Planning Commission and City Council in a timely and efficient manner regarding the compliance of all development proposals with the City's zoning, subdivision, and environmental ordinances. Update development standards as needed. Ensure the efficient processing, including environmental clearance for City CIP projects. Preparation of Special Studies and Policy Review • Prepare special studies relating to land use as directed by the City Council. Provide advice to the City Council and Planning Commission regarding policy matters related to planning and development in the City. Implementation of General Plan and Growth Management Plan • Ensure that all new planning programs and development projects comply with the performance standards of the Growth Management Plan. Customer Service/Public Information • Provide the highest level of customer service at the front counter in terms of providing zoning information, general public information, and the processing of administrative permits. PERFORMANCE OBJECTIVES: • Ensure timely processing/review of private and public projects in the City. • Continue to proactively address issues relating to land use and development in the City. • Assist in implementing and administering the General Plan and Growth Management Program. B-86 PROGRAM: FUND: PROGRAM GROUP: LAND USE PLANNING & PLANNING COMMISSION GENERAL PLANNING PAGE TWO ACCT NO. 0013210/0013220 Number of Planning Applications Considered by the Planning Commission 1st Qtr 2nd Qtr 3rd Qtr 4th Qtr Applications Considered by Planning Commission: Using 2000 as a base year, 2001 reflected a 138% increase, while year 2002 activities were up 120% over 2000. Administrative approvals of PIPs, Sign Permits/Programs, and Administrative Variances are not included in the above numbers. Administrative approvals continued to drop, with 187 in 2002 compared to previous years, with 191 in 2001 and 257 in 2000. KEY ACHIEVEMENTS FOR 2002-03: • Completed processing of Bressi Ranch and the Carlsbad Oaks Industrial Park. • Continued processing of the Habitat Management Plan through the coastal and wildlife agencies. • Assisted in processing numerous municipal projects through the review process. • Implemented new Livable Communities Program. KEY GOALS FOR 2003-04: • Ensure top-quality services to our customers and citizens. • Ensure that all development projects comply with City planning codes and policies. • Continue to review all procedures and systems to ensure the efficient processing of all projects. • Provide strategic advice regarding land use and long-term planning in the City. • Initiate the processing of the Robertson Ranch Master Plan and the La Costa Town Square Shopping Center. • Enhance Planning Department information available on the web site. • Continue to seek approval of the Habitat Management Plan (HMP) by State and federal agencies. SIGNIFICANT CHANGES: None. B-87 PROGRAM: FUND: PROGRAM GROUP: GEOGRAPHIC INFORMATION SYSTEM GENERAL COMMUNITY DEVELOPMENT ACCT NO. 0013310 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 173,545 84,675 4,256 2001-02 ACTUAL 190,338 82,861 0 2002-03 BUDGET 201,418 104,240 0 2003-04 BUDGET 219,228 82,846 9,698 262,476| 273,1 99| 305,658| 311,772 2.00 0,00 2.00 0,00 2.00 0.50 2.00 0.50 MISSION STATEMENT: The Carlsbad Geographic Information System (GIS) provides GIS processing services to all City departments and disseminates GIS processing capabilities to appropriate City departments. PROGRAM ACTIVITIES: System Development • Continue to work with user departments to determine and plan the use of the GIS for more effective and efficient use of the City's spatial and spatially-related data. With the addition of a GIS Applications Specialist to the GIS staff, we continue to be able to effectively expand the GIS program to enable various City staff to use GIS technology. Evidence of this increased effectiveness is the quantity of GIS processing being done by Public Works staff, using centralized GIS data and GIS software. Database Development • Continue adding data layers to the enterprise-wide GIS, particularly in the areas of Public Works-related infrastructure (street lights, street trees, assessment districts, signage, traffic signals, storm water facilities, etc.) Database Maintenance • Maintain the various layers within the GIS by keeping them accurate and current. WORKLOAD STATISTICS: Number of Service Requests: FY2001 FY2002 FY2003 (Est.) 280 382 390 KEY ACHIEVMENTS FOR 2002-03: • Successfully implemented a central database of geographic information for access by all City staff. • Through department-specific trainings, increased the usage rate of the Intranet-based GIS interactive map. KEY GOALS FOR 2003-04: • Continue to participate in the development of a Public Works Maintenance Management System utilizing GIS technology. • Continue to reduce the cycle time between request and delivery of products/services. • Disseminate GIS capabilities to City staff at the desktop level by continuing the implementation and enhancement of the Intranet-based GIS viewer. • Develop the capability to search for and select information in the Document Management System (DMS) by selecting areas of interest on a computer screen. SIGNIFICANT CHANGES: None. B-88 PROGRAM: FUND: PROGRAM GROUP: ECONOMIC DEVELOPMENT GENERAL COMMUNITY DEVELOPMENT ACCTNO. 0013510 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 109,612 24,263 0 2001-02 ACTUAL 114,563 111,689 0 2002-03 BUDGET 113,337 136,795 0 2003-04 BUDGET 124,744 58,991 0 133,875| 226,252| 250,132) 183,735 1.00 0,00 1.00 0.00 1.00 0.00 1.00 0.00 MISSION STATEMENT: Plan, organize, and direct the implementation of the City's Economic Strategic Plan and Real Estate Asset Program. PROGRAM ACTIVITIES: Land Use • Develop and implement land use and infrastructure strategies consistent with the General Plan that enhance and promote economic development in Carlsbad. Public Policy • Develop sound policies and strategies that encourage quality business development and expansion, preserve quality of life, and consider the fiscal needs of the City. Economic Resources • Identify resources, opportunities, and areas of economic focus. Establish programs to optimize the positive effects they have on the community. Promotion and Marketing • Support public and private activities that focus on attracting desirable businesses and industries to the City, and support local tourism. Public Relations and Education • Provide opportunities for increased organizational, local business, and citizen awareness of demographics and economic goals and activities. Real Estate Assets • Coordinate the acquisition, disposal, and leasing of City-owned real property and the leasing of City-utilized real property. KEY ACHIEVEMENTS FOR 2002-03: • Acquisition of properties adjacent to City Hall. • Completion of Tourism Strategies. • Acquisition of properties adjacent to Pine School. • Completion of Connecting Community, Place, and Spirit Learning Conference. KEY GOALS FOR 2003-04: • Participate in regional economic development activities and projects. • Identify and monitor progress of development projects that provide economic benefit to the City. • Implement the City of Carlsbad's Economic Development Strategic Plan. • Coordinate acquisition of real property associated with City Council goals. • Civic Center facilities planning. SIGNIFICANT CHANGES: Decrease in budget is due to one-time studies budgeted in the prior year. B-89 PROGRAM: FUND: PROGRAM GROUP: BUILDING INSPECTION GENERAL BUILDING INSPECTION ACCTNO. 0013610 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 952,126 786,131 0 2001-02 ACTUAL 949,229 814,349 3,035 2002-03 BUDGET 1,147,437 709,089 17,000 2003-04 BUDGET 1,192,240 617,416 0 1,738,257| 1, 766,61 3| 1,873,526| 1,809,656 13,00 0.50 13.00 1.00 13.00 1.00 13.00 1,00 WORK PROGRAM: The Building Department reviews applications for building permits, routes applications to applicable departments, issues permits, and inspects structures under construction for compliance with Uniform Model Codes. The department also provides code enforcement services for the City for zoning, housing, building, and other Municipal Code violations. PROGRAM ACTIVITIES: • Receipt of building permit applications, coordination of building permit approvals, issuance of building permits, inspection of new and remodeled structures, and related code enforcement activities. PERFORMANCE MEASURES: • The department tracks inspections per day, per field inspector, and a number of other statistical reports associated with workloads. Customer service satisfaction levels for field inspections are also surveyed. • The code enforcement monthly report tracks the number of days it takes to close various complaint categories. KEY ACHIEVEMENTS FOR 2002-03: Issued permits for $250 million in various types of construction projects. Performed 50,000 various building inspections - 96% the next working day. Final inspection on 850 dwelling units. Answered 2,500 incoming calls for information at Code Enforcement. Proactively removed 650 illegal signs from the right of way. Performed 5,000 Code Enforcement inspections. Handled 1,000 open Code Enforcement cases. KEY GOALS FOR 2003-04: • Respond to 95% of requests for field inspections and 95% of non-health and safety-related code enforcement calls the next working day. • Continue to develop and implement an internship program for building inspectors. • Provide 40 hours of staff development training for each employee. SIGNIFICANT CHANGES: Decrease in amount budgeted for building plan check services due to projected decrease in building permits to be issued in 2003-04. B-90 PROGRAM: FUND: DEPARTMENT: HOUSING AND REDEVELOPMENT VARIOUS HOUSING AND REDEVELOPMENT SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 694,803 5,362,228 158,132 6,215,163 10.00 0.00 2001-02 ACTUAL 764,482 5,919,314 76,908 6,760,704 10.00 0.00 2002-03 BUDGET 788,865 6,915,143 369,006 8,073,014 10,00 : 0.64 2003-04 BUDGET 878,145 7,221,954 244,161 8,344,260 10.00 0.64 MISSION STATEMENT: Helping people achieve their dreams. PROGRAM ACTIVITIES: Affordable Housing • Rental Assistance • Homebuyers Assistance • New Construction • Rehabilitation Enhancing Opportunities • Career Development • Plans • Innovation • Goals Promoting Business Development • Jobs • Sales Tax • New Products • State Funds Creating a Community Spirit • Transportation • Education • Social Services • Family Self-Sufficiency Village Vision • Creativity • Expansions • Revitalization • Beautification Increasing Revenues • Federal Funds • Property Tax Excellent Service B-91 PROGRAM: FUND: PROGRAM GROUP: AFFORDABLE HOUSING HOUSING TRUST FUND HOUSING AND REDEVELOPMENT ACCTNO. 1333421 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 131,798 41,007 3,546 176,351 •• 2.16 0.00 2001-02 ACTUAL 131,273 54,601 0 185,874 1.47 0.00 2002-03 BUDGET 125,314 128,424 1,425 255,163 1.47 0.17 2003-04 BUDGET 134,360 121,980 0 256,340 1,47 0.17 MISSION STATEMENT: Helping people achieve their dreams. PROGRAM ACTIVITIES: Affordable Housing Programs Provide staff support to implement the various affordable housing programs as set forth within the City's housing element including: • Mortgage Credit Certificate Program (MCC). • Provide staff support to the Housing Commission. • Participate in the San Diego Regional Housing Task Force. Affordable Housing Financial Assistance • Negotiate and prepare financial assistance and loan documents for construction of single- and multi-family affordable housing projects. Inclusionary Housing • Implement the Inclusionary Housing Ordinance by providing information to developers, the public, and City staff on the requirements of the ordinance. • Negotiate and prepare affordable housing agreements. • Monitor the development and operation of affordable housing developments. WORKLOAD STATISTICS: • Affordable Housing Units Approved: • Affordable Housing Units Construction Starts: • Financial Assistance to Affordable Housing Projects: KEY GOALS FOR 2003-04: 00-01 36 units 92 units EST. 01-02 286 units 182 units EST. 02-03 154 units 180 units EST. 03-04 100 units 141 units $1,135,000 $2,860,000 $3,130,000 $1,860,000 Learning Develop, maintain, and enhance programs that result in an informed, knowledgeable, and involved public through enhanced community dialogue. • Perform public outreach by making presentations to citizen, business, and service groups; serve on regional affordable housing committees and task forces; and make presentations at professional conferences about affordable housing programs and their benefits to the City of Carlsbad. SIGNIFICANT CHANGES None. B-92 PROGRAM: FUND: PROGRAM GROUP: RENTAL ASSISTANCE HUD SECTION 8 HOUSING HOUSING & REDEVELOPMENT ACCT NO. 1903401 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL gyjLL-TWE-P0SITION,&t':/- ' •WQURLWFfE RQSlllQN$«> f - - - ' " ' 2000-01 ACTUAL 217,715 2,947,873 19,700 2001-02 ACTUAL 289,420 3,578,153 0 2002-03 BUDGET 323,361 5,007,973 4,655 2003-04 BUDGET 348,415 5,201,287 0 3,185,288| 3,867,573[ 5,335,989| 5,549,702 '--".- -':. -" 3.50 • " , o;oo -.'•":*--• ^'f%M -v; .^^^fifo ;':•*•::'.•;-- ;•=:,"• 4=93 -•• ; -.---•• "o.30 if£rC^"4J93 •w"»--- ™"J3JO MISSION STATEMENT: Helping people achieve their dreams. PROGRAM ACTIVITIES: Section Eight Tenant-Based Rental Assistance • Provide federal funding to subsidize rents for 703 extremely low-income and very low-income households. • Assist low-income households in the community to access rental housing that is decent, safe, and sanitary. • Ensure program is being administered in compliance with federal regulations, federal guidelines, the Carlsbad Administrative Plan, and the Public Housing Agency (PHA) Plan. • Achieve and maintain a lease rate that effectively utilizes funding allocation. Family Self-Sufficiency • Designed to enable unemployed, under-employed or under-educated low-income families to achieve economic independence from welfare. • Assist families in identifying barriers to becoming self-sufficient. • Provide guidance to the family to establish a five-year goal and plan. • Coordinate needed support services and act as an advocate on behalf of the client. PERFORMANCE/WORKLOAD MEASURES: • Maintain a Section Eight Management Assessment Program (SEMAP) ranking of "standard performer" or "high performer." • Achieve and maintain a lease rate utilizing 95% of allocated funds. • Update and revise Administrative Plan to adopt changes in federal regulations. • Expand rental assistance knowledge by conducting community workshops, providing owner and participant newsletters, and conducting owner outreach presentations. SIGNIFICANT CHANGES: None. B-93 PROGRAM: FUND: PROGRAM GROUP: COMMUNITY DEVELOPMENT BLOCK GRANT CDBG ENTITLEMENT HOUSING & REDEVELOPMENT ACCT NO. 3913401-02/ 3917000 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 102,951 299,357 121,884 2001-02 ACTUAL 99,556 302,257 75,350 524,192| 477,163 1,25 0.00 1.18 G.OO 2002-03 BUDGET 103,162 306,179 360,551 2003-04 BUDGET 112,400 297,847 244,161 769,892] 654,408 1,11 0.00 1.11 0.00 MISSION STATEMENT: Helping people achieve their dreams. PROGRAM ACTIVITIES: Administration of Community Development Block Grant Program • Provide staff support to the CDBG Funding Advisory Committee and City Council in the selection process to identify activities to be included in the consolidated funding plan for the CDBG Program. • Prepare a consolidated funding plan for submittal to U.S. Department of Housing and Urban Development (HUD) for approval. • Ensure that documentation is maintained to meet guidelines established by HUD for continued CDBG funding. • Monitor activities of grant sub-recipients to ensure that HUD and City requirements are met. • Prepare consolidated annual performance and evaluation report for review and approval by City Council and HUD. PERFORMANCE MEASURES: • Hold four public meetings to review and obtain comments on the City's CDBG Program. • Conduct selection process to identify a minimum of ten local public service agencies that should be assisted with funding through the CDBG Program. • Monitor grant sub-recipients and maintain documentation necessary to meet federal guidelines to continue receiving CDBG funds. KEY ACHIEVEMENTS FOR 2002-03: • Acquired property for development of affordable housing at 2578 Roosevelt Street. • Completed improvement projects on facilities for the La Posada de Guadalupe Homeless Shelter. KEY GOALS FOR 2003-04: Top-Quality Services • Provide timely responses that result in high customer satisfaction. SIGNIFICANT CHANGES: None. B-94 PROGRAM: FUND: PROGRAM GROUP: REDEVELOPMENT OPERATIONS VILLAGE AREA REDEVELOPMENT AGENCY HOUSING & REDEVELOPMENT ACCTNO. 8013410/8023412 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 188,206 2,023,455 9,850 2,221,511 '-; . . 2,20 0,00 2001-02 ACTUAL 162,365 1,938,584 1,558 2002-03 BUDGET 140,812 1,359,623 1,425 2003-04 BUDGET 164,367 1,398,850 0 2,102,507| 1,501,860) 1,563,217 1.56 0.00 1;51 0.17 '•- •;,.-., -1.51 • •• • :•' " 0.17 MISSION STATEMENT: Helping people achieve their dreams. PROGRAM ACTIVITIES: Implementation of the Carlsbad Village Redevelopment Master Plan • Coordination of project development and permit processing. • Administration of the Parking-ln-Lieu Fee Program. • Property acquisition for future redevelopment projects and facilitation of new development. Community Relations and Public Relations Program • Work with the Carlsbad Village Business Association and other business organizations to continue community awareness and public relations activities on behalf of the Redevelopment Agency. • Continue implementation of the Village Beautification Program through coordination of maintenance efforts in the Village. • Work with NCTD to resolve parking and land-use-related issues associated with the Village Commuter Rail Station and surrounding properties. PERFORMANCE/WORKLOAD MEASURES: • Process 15 applications for redevelopment permits for improvements to existing structures or new construction projects. • Process ten sign permit applications. • Process five preliminary review applications. • Facilitate the development of at least one "special opportunity project" identified in the Village Redevelopment Master Plan. KEY ACHIEVEMENTS FOR 2002-03: • Initiated code enforcement efforts resulting in the processing of: o 19 applications for A-frame/sidewalk signs; and o 23 applications for outdoor display permits. • Major redevelopment permits processed this year resulted in the approval of: o 86 condominium units (14 of which are affordable to families earning no more than 80% of the San Diego area median income for family size); o 3,200-square-foot fast food restaurant; o 148,000 square-foot self-storage facility; o 6,172-square-foot commercial office/retail use; o 10,490-square-foot office building; and o The substantial addition and rehabilitation of an existing veterinary hospital. B-95 PROGRAM: REDEVELOPMENT OPERATIONS PAGE TWO VILLAGE AREA FUND: REDEVELOPMENT AGENCY PROGRAM GROUP: HOUSING & REDEVELOPMENT ACCTNO. 8013410/8023412 KEY ACHIEVEMENTS FOR 2002-03 (continued): • Processed 15 sign permit applications. • Processed two preliminary review applications. • Implemented the Village Parking Plan to remove impediments or otherwise enhance existing public parking lots within the Village Redevelopment Area. KEY GOALS FOR 2003-04: Financial Health • Process redevelopment permits for all types of projects within the Village Area that represent high-quality development or redevelopment of properties and buildings. • Eliminate blighting conditions and influences in the Village Redevelopment Area through facilitation of private commercial and/or mixed-use development on North State Street. Transportation/Circulation • Acquire additional property for the construction of public parking lots in the Village Area. Balanced Community Development (also affects Financial Health goal) • Implement the various actions outlined in the Redevelopment Operations Strategy to address the financing and land use strategies following the July 2006 expiration of the Redevelopment Plan. SIGNIFICANT CHANGES: None. B-96 PROGRAM: FUND: PROGRAM GROUP: LOW/MODERATE INCOME HOUSING - VILLAGE AREA REDEVELOPMENT AGENCY HOUSING AND REDEVELOPMENT ACCT NO. 8033420 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 54,133 16,729 3,152 2001-02 ACTUAL 28,247 16,923 0 2002-03 BUDGET 32,408 56,904 380 2003-04 BUDGET 39,776 59,172 0 74,014| 45,170| 89,692| 98,948 0.90 0.00 0.38 0.00 0.37 0.00 : 0.37 0.00 MISSION STATEMENT: Helping people achieve their dreams. PROGRAM ACTIVITIES: Affordable Housing Project Processing Procedures • Continue development of affordable housing project processing procedures. Affordable Housing Project Coordination • Assist in the structure and implementation of affordable housing projects. Affordable Housing Education Program • Direct educational programs for citizens, businesses, and government agencies interested in affordable housing. PERFORMANCE/WORKLOAD MEASURES: • Process at least three requests for financial assistance through the Housing Policy Team. • Use existing low-income and moderate-income housing funds to purchase property for an affordable housing project in, or near, the Village Redevelopment Area through acquisition of vacant land and new construction or acquisition of existing units and rehabilitation. • Participate in at least three outreach programs, professional conferences, and/or citizen and business groups on affordable housing. KEY GOALS FOR 2003-04: Top-Quality Services • Continue to assist private developers to provide affordable housing as required by the Inclusionary Housing Ordinance. SIGNIFICANT CHANGES: None. B-97 PROGRAM: FUND: PROGRAM GROUP: REDEVELOPMENT OPERATIONS SOUTH CARLSBAD AREA REDEVELOPMENT AGENCY HOUSING AND REDEVELOPMENT ACCTNO. 8103420/8113412 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 0 33,807 0 2001-02 ACTUAL 41,795 21,277 0 2002-03 BUDGET 50,580 46,457 475 2003-04 BUDGET 60,271 123,257 0 33,807| 63,072| 97,512| 183,528 0,00 0.00 0.50 0.00 0.46 0.00 0.46 0.00 MISSION STATEMENT: Helping people achieve their dreams. PROGRAM ACTIVITIES: Implement Redevelopment Plan for South Carlsbad Coastal Redevelopment Area • Provide funding for the potential realignment of Carlsbad Boulevard, which may yield excess property that could provide for public recreational facilities and/or development of cultural facilities or other public facilities. • Revitalize, redevelop, and/or generally clean up the Ponto Area. • Enhance commercial and recreational functions/activities in the Redevelopment Area and increase parking and open space amenities. PERFORMANCE/WORKLOAD MEASURES: • Complete land use concept and draft design guidelines for planning area three. • Hold public meetings to gather citizen input regarding the specific plan. KEY GOALS FOR 2003-04: Balanced Community Development • Develop a Conceptual Vision for the entire South Carlsbad Coastal Redevelopment Area. SIGNIFICANT CHANGES: None. B-98 PROGRAM: FUND: PROGRAM GROUP: LOW/MODERATE INCOME HOUSING SOUTH CARLSBAD AREA REDEVELOPMENT AGENCY HOUSING AND REDEVELOPMENT ACCTNO. 8123420 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 0 0 0 0 0,00 0,00 2001-02 ACTUAL 1 1 ,826 7,519 0 19,345 0.11 0.00 2002-03 BUDGET 13,228 9,583 95 22,906 035 , 0.00 2003-04 BUDGET 18,556 19,561 0 38,117 •,/••• ,• , . 0.15 0.00 MISSION STATEMENT: Helping people achieve their dreams. PROGRAM ACTIVITIES: Implement Citywide Affordable Housing Programs • Affordable Housing Project Coordination for Inclusionary Housing Development. • Affordable Housing Education Activities. • Development of affordable housing programs. • Facilitation of development of new affordable housing projects. PERFORMANCE/WORKLOAD MEASURES: • Utilize low-income and moderate-income housing funds to assist with the development and/or construction of at least one new affordable housing project within the city limits of Carlsbad. • Develop Housing Plan for South Carlsbad Coastal Redevelopment Area. KEY GOALS FOR 2003-04: Balanced Community Development • Continue to assist private developers to provide affordable housing as required by the City's Inclusionary Housing Ordinance. • Implement affordable housing programs that serve to enhance the jobs/housing balance within the community. SIGNIFICANT CHANGES: None. B-99 B-100 -iA' ' •MM -•o, - . • ilPtD>l_iCY AND LEADERSHIP GROUP• *- ' ' ' ADMINISTRATIVE SERVICES •#-W • 7f »•JL , i Sl&£ PROGRAM: FUND: PROGRAM GROUP: COMMUNITY SERVICES VARIOUS VARIOUS SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 6,315,466 4,897,699 186,373 11,399,538 7Z75 123.35 2001-02 ACTUAL 7,255,766 4,687,058 339,902 12,282,726 80,00 120.66 2002-03 BUDGET 8,308,170 5,734,431 204,608 14,247,209 85.75 120.41 2003-04 BUDGET 8,845,366 5,541,863 10,667 14,397,896 86,00 120.66 Recreation 33% Seniors 5% Cultural Arts 5% Library 57% B-101 PROGRAM: FUND: PROGRAM GROUP: LIBRARY VARIOUS LIBRARY SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 3,657,162 2,907,332 31,352 2001-02 ACTUAL 4,180,459 2,709,995 88,481 6,595,846| 6,978,935 41.75 73,58 45.25 69.51 2002-03 BUDGET 4,750,173 3,318,813 97,514 8,166,500 •.<....• 48.00 "••"• -67.25 2003-04 BUDGET 4,948,542 3,281,643 5,667 8,235,852 48.00 87.25 PROGRAM DESCRIPTION: The Carlsbad City Library provides educational, informational, and recreational services for all community residents; provides both print and non-print resources that respond to the interests and needs of a diverse population; provides convenient access and adequate space for users and resources; and promotes a broad awareness of the library and its services. The library contributes to the enrichment of Carlsbad's citizens by supporting lifelong learning and the pursuit of knowledge. KEY ACHIEVEMENTS FOR 2002-03: Top-Quality Services • Completed a library security review. • Continued to provide a wide variety of lectures, concerts, and other programs for the entire community's enjoyment. • Developed a library volunteer program with a part-time coordinator and Citywide volunteer coordination. • Selected a new integrated, automated library system. • Completed the installation of new high-quality public vend copiers in all library facilities. • Implemented a homework assistance program. Financial Health • Continued development and support of the Carlsbad Library Foundation. • Continued support of the Friends of the Library efforts to increase hours of operation of the bookstore. Learning • Planned and implemented Carlsbad's 50th Anniversary Celebration. • Promoted the library's reading programs throughout local school districts. • Continued to provide and promote computer literacy throughout the community. • Coordinated with local school districts and other local agencies on the development of an annual educational faire at the Dove Library. • Continued to foster cooperation with the Carlsbad Unified School District in providing literacy instruction to high school students. B-102 PROGRAM: LIBRARY PAGE TWO FUND: VARIOUS PROGRAM GROUP: LIBRARY SUMMARY KEY GOALS FOR 2003-04: Top-Quality Services • Develop a plan that provides options for enhanced Library security. • Complete installation and migration to the new automated Library system. • Design a new Library services plan that provides for improved use of technology and a more effective organizational structure. • Continue to provide a wide variety of lectures, concerts, and other programs for the entire community. Communication • Participate in a new Citywide Communications Committee, which will guide and coordinate the City's communication efforts throughout the community. Learning • Continue to promote the Library's reading programs throughout local school districts. • Continue to provide and promote computer literacy throughout the community. • Coordinate with local school districts and other local agencies on the development of an annual educational faire at the Carlsbad City Library. • Continue to foster cooperation with the Carlsbad Unified School District in providing literacy instruction to high school students. B-103 PROGRAM: FUND: PROGRAM GROUP: GEORGINA COLE LIBRARY GENERAL LIBRARY ACCT NO. 0014010/0014015-16/0014035 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 1,018,749 553,837 23,210 1,595,796 10.75 26.51 2001-02 ACTUAL 1,104,088 558,090 0 1,662,178 11.75 23,20 2002-03 BUDGET 1 ,299,290 547,595 38,880 1,885,765 12.50 22,70 2003-04 BUDGET 1,338,720 539,210 0 1,877,930 12.50 21.90 WORK PROGRAM: The Georgina Cole Library, located in North Carlsbad, is designed to provide the community with print and non-print materials for adults and children, with special collections in genealogy and local history. Reference services, on-line access to resources, special programs for all ages, and monthly exhibits offered by local residents are provided. PROGRAM ACTIVITIES: Reference • Assist patrons in using the library and on-line resources, answer reference questions, reserve specific titles, and request materials from other libraries. Circulation • Circulate print and non-print materials to children, adults, and homebound patrons; register borrowers; collect fees and fines; track overdue items. Programming • Plan, schedule, and conduct programs for adults, teens, and children. Provide classroom visits and tours for children and adult computer and Internet classes. Collection Development • Evaluate the Georgina Cole Library collection and select print and non-print materials, and computer databases. Administration • Manage the Georgina Cole Library staff, volunteers, collection, and facility. Maintain awareness of the community and coordinate operations with other City departments. PERFORMANCE OBJECTIVES: • Schedule and supervise staff. • Hire and train new staff. • Prepare a monthly narrative and statistical summary of operations. • Actively maintain a current, topical print and non-print collection. • Maintain a safe and efficient facility. • Respond to the needs of the community. • Work cooperatively with all departments of the City as necessary. SIGNIFICANT CHANGES: None. B-104 PROGRAM: FUND: PROGRAM GROUP: CARLSBAD CITY LIBRARY GENERAL LIBRARY ACCTNO. 0014069-4095 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 1,750,511 1,260,709 7,463 3,018,683 19,00 35.78 2001-02 ACTUAL 2,024,551 1,181,509 63,428 3,269,488 20,50 34.70 2002-03 BUDGET 2,259,670 1,635,058 35,379 2003-04 BUDGET 2,337,730 1,575,899 0 3,930,107] 3,913,629 21.50 33.70 21.50 33,70 WORK PROGRAM: The Carlsbad City Library is located in South Carlsbad. These services include print and non-print materials, reference services, computer labs for adults and children, special programs, an art gallery, the Friends of the Library bookstore, as well as an auditorium and meeting room. PROGRAM ACTIVITIES: Administration Administration provides leadership for the Carlsbad City Library system; plans for the growth of resources and facilities; manages all budget and fiscal matters; and coordinates relations with local and State government, the Library Board, the Friends of the Library, the Carlsbad Library Foundation, and the Serra Cooperative Library System. • Prepare department budget; process invoices, warrants, and requisitions; monitor expenditures; maintain fiscal records. • Manage programs, exhibits, and all external public relations. • Handle grants and reports at local and State levels. • Provide leadership for the Library's divisions. • Participate in and promote public education pertaining to historic areas and sites. • Recognize historic sites by identifying various sites with plaques that will eventually be part of a historical tour. Circulation The circulation division registers Library patrons as library members and Internet users and participates in the Braille Machine Exchange Program. Circulation staff checks in and out materials, sorts and shelves library materials, and repairs all audio-visual materials for the Carlsbad City Library system. • Register library patrons and Internet users; check out and in, renew, reserve, sort, and shelve library materials; process and mail overdue, collection, and reserve notices; collect fines and fees; rent audio-visual equipment; answer the renewal line; and repair audio-visual materials. • Enroll visually impaired patrons in the Braille Institute; order and provide talking book machines and tapes; and exchange and provide repair for malfunctioning machines. Reference Reference Librarians assist the public with information needs; provide instruction in the use of resources; and perform research for the public, local business, and government. Reference support staff provides interlibrary loan service; updates reference sources; staffs public service desks; and offers a range of book clubs. • Librarians respond to in-person, telephone, and email reference questions; provide instruction classes and tours; select books and other materials; and facilitate book clubs. • Information Desk staff provides directional information and answers basic reference questions. • Periodicals staff manages a collection of 340 magazines and 32 newspapers and related back files. • Computer lab staff provides access to the Internet and other software programs. • Young Adult Services staff develops programs and activities that encourage and support library use by teens. B-105 PROGRAM: CARLSBAD CITY LIBRARY FUND: GENERAL PROGRAM GROUP: LIBRARY ACCT NO. 0014069-4095 PROGRAM ACTIVITIES (continued): Children's The Children's Division serves youth from toddler age through high school with their information needs and development of reading. The Division also assists parents, teachers, and adult students through parent resources, access to children's literature, and professional literature on reading development. • Respond to in-person and telephone questions; provide readers' advisory assistance, library skills instruction, and group tours. • Provide programs that introduce children to literature, including story times, the Summer Reading Program, and events highlighting literature such as National Children's Book Week; offer cultural enrichment programs as well as special holiday, seasonal, puppetry, and craft activities that promote learning and link to literature. • Work with other youth-oriented organizations to promote library services and outreach to the community, including an open house for educators, homework zone (offering after-school volunteer homework assistance), and education opportunities. • Provide youth and parent access to Internet resources and technology services. The Leichtag Family Foundation Computer Lab offers Internet access as well as age-appropriate introductory sessions on word processing, typing, presentation, and publishing skills. SIGNIFICANT CHANGES: None. B-106 PROGRAM: FUND: PROGRAM GROUP: GENEALOGY/LOCAL HISTORY GENERAL LIBRARY ACCTNO. 0014025 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 82,405 9,047 0 91,452 0.00 2.74 2001-02 ACTUAL 104,551 6,612 5,306 116,469 0.00 3.00 2002-03 BUDGET 164,283 13,980 4,849 183,112 1.00 • '•• ''• -2.75 2003-04 BUDGET 155,652 11,250 0 166,902 1,00 2.75 WORK PROGRAM: The Genealogy/Local History Division, located at the Georgina Cole Library, provides reference and instructional assistance to the public. The division head manages the selection, classification, and organization of a 20,000- volume collection, 8,000 microfilm rolls, 120,000 microfiche, and 100 compact discs. It is a collection of excellence that draws researchers from all over the nation. PROGRAM ACTIVITIES: General Reference Services • Genealogy and local history staff respond to in- person and telephone reference requests; provide individual patrons with a general introduction to the collection; provide instruction on the use of OPAC and other finding aids, and instruction on the use of various equipment including personal computers, microfilm/fiche readers, and printers. Collection Development Activities • The staff participates in the Library's collection development/acquisitions by completing catalog checks, preparing order slips, receiving ordered items, preparing items to send to Technical Services, and receiving and shelving items from Technical Services. WORKLOAD STATISTICS: 1999-00* 2000-01 2001-02 2002-03 Reference Questions: 4,958 20,520 24,927 25,000 Computer Users: 854 1,524 3,049 4,300 In-House Usage: 9,068 59,435 51,449 45,000 1999-00* 2000-01 2001-02 2002-03 Items Added: 600 1,016 802 900 Coordination with NSDCGS • The North San Diego County Genealogical Society (NSDCGS) has been a support group for this collection for 30 years. The division works with and assists the Society in fund-raising for the acquisition of materials for the collection and in instructional programs. 2000* Programs: 45 2001 48 2002 48 2003 50 *The Genealogy/Local History Section was closed September 1999 through April 2000 for the Georgina Cole Library remodel. SIGNIFICANT CHANGES: None. B-107 PROGRAM: FUND: PROGRAM GROUP: CENTRO DE INFORMACION GENERAL LIBRARY ACCTNO. 0014030 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 91,345 2,255 0 93,600 1.00 1,11 2001-02 ACTUAL 98,215 4,981 1,726 2002-03 BUDGET 1 1 1 ,540 2,720 0 104,922 1 114,260 1.00 1.11 1.00 1.40 2003-04 BUDGET 123,940 14,760 0 138,700 1.00 1.70 WORK PROGRAM: The Centra de Informacion meets the information needs of Spanish-speaking adults and children in Carlsbad. Bilingual staff introduces residents to Library services, which include Spanish-language print and non-print materials, bilingual story hours for children, and information and referral services. The Centra de Informacion staff is actively involved in the community and works in partnership with schools, community agencies, and other City departments to meet the needs of our diverse community. PROGRAM ACTIVITIES: Outreach • The Centra de Informacion is an active partner in community activities. The Centra offers a welcoming and culturally sensitive environment that enables Spanish-speaking residents to make use of public library services. Programming • The Centra de Informacion responds to community information and educational needs by providing a variety of adult and children's programs. WORKLOAD STATISTICS: 1998-99 1999-00 2000-01 2001-02 Individual Patron Visits: 21,584 20,300 20,328 19,240 1998-99 1999-00 2000-01 2001-02 Program Attendance: 3,700 3,496 3,288 3,581 SIGNIFICANT CHANGES: FTE increase from 1.4 to 1.7 to provide an additional 11 hours of services per week to patrons. B-108 PROGRAM: FUND: PROGRAM GROUP: TECHNICAL SERVICES GENERAL LIBRARY ACCTNO. 0014040 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 401,682 130,494 0 532,176 ?.oo 2.00 2001-02 ACTUAL 461,477 87,116 1,206 549,799 7.00 2.50 2002-03 BUDGET 480,850 117,620 0 2003-04 BUDGET 513,220 117,200 0 598,470| 630,420 7,00 2.50 7,00 2.50 WORK PROGRAM: The Technical Services Division catalogs and prepares Library materials for public use; maintains the Library's on- line database; and manages the Library's automated circulation system, on-line catalog, and related automated programs. PROGRAM ACTIVITIES: Processing • Catalogs and processes both purchased items and gifts. Repairs damaged materials and arranges for binding and re-binding. Database Maintenance • Adds new items to the on-line database and deletes information of lost or discarded materials. WORKLOAD STATISTICS: 1998-99 1999-00 2000-01 Items Cataloged and Processed: 22,889 24,581 Items Handled for Binding: 1,695 1,561 1998-99 1999-00 Items Added to Database: 22,889 24,581 Items Withdrawn: 18,261 12,550 30,753 2,273 2000-01 30,753 11,783 2001-02 44,853 2,048 2001-02 44,853 20,005 PERFORMANCE OBJECTIVES: Integrated Library System (Includes Circulation System and On-Line Catalog) • Manage the Library's integrated Library software, including the catalog interface. • Coordinate installation of annual software upgrades. • Generate daily, monthly, and annual statistical and system management reports. SIGNIFICANT CHANGES: None. B-109 PROGRAM: FUND: PROGRAM GROUP: COLLECTION DEVELOPMENT & ACQUISITIONS GENERAL/SPECIAL REVENUE LIBRARY ACCT NO. 0014045/14540101 1454011/1454095 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS GENERAL FUND STATE GRANTS OTHER SPECIAL REVENUE TOTAL FUNDING 2000-01 ACTUAL 123,500 884,410 679 2001-02 ACTUAL 136,075 780,906 16,815 2002-03 BUDGET 147,200 925,615 1,142 2003-04 BUDGET 168,930 952,970 0 1,008,589| 933,796| 1,073,957| 1,121,900 . -. • - 2m 0.96 678,855 299,837 29,897 2.00 •"' 1.00 893,384 0 40,412 1,008,589| 933,796 2,00 0,50 966,650 0 107,307 1,073,957 2,00 1.00 1 ,048,280 0 73,620 1,121,900 WORK PROGRAM: Coordinate the selection of materials and plan collection development for all City Libraries. Allocate and monitor all materials budgets. Order and receive all print and non-print materials. PROGRAM ACTIVITIES: Planning • Develop plans for the collection of materials. Budgeting • Prepare division and library-wide materials budgets; monitor expenditures for department and materials. Coordinate Selection of Materials • Coordinate selection and ordering of print and non-print materials. Incorporate New Technology • Change to Sirsi Acquisitions module. PERFORMANCE MEASURES: Write materials collection statements for reference areas at all facilities. Track material accounts by major subjects. Track vendor discounts. Coordinate selection and ordering of at least 16,000 new print and non-print materials. Develop new procedures for acquisitions. Train staff to use new Sirsi Acquisitions module, and new procedures. SIGNIFICANT CHANGES: Increase from .5 FTE hourly to 1.0 FTE to manage the increased workload caused by the change to the Sirsi Acquisitions system. B-110 PROGRAM: FUND: PROGRAM GROUP: MEDIA SERVICES GENERAL LIBRARY ACCTNO. 0014050 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 101,727 27,264 0 128,991 1.00 3.60 2001-02 ACTUAL 141,126 45,959 0 187,085 2.00 2.60 2002-03 BUDGET 163,780 43,640 14,543 221,963 2.00 2.10 2003-04 BUDGET 181,500 36,770 5,667 223,937 2.00 2.10 WORK PROGRAM: The Library's Media Division provides a wide range of professional event management services and related activities to support programs at the Library's facilities. Tasked with managing the Schulman Auditorium and Gowland Meeting Room, responsibilities include: overseeing operations, marketing of facilities and services, program development, and scheduling and providing technical support for patrons and other user groups. Management duties include: staffing, use policy development, use analysis reports, fee collection, and fiscal management. A wide range of event service is provided, including: theater lighting, sound reinforcement, presentation technology and multi-media support, computer and video display. Other related production services enable events to reach broader community audiences via circulation library collections, cable TV, and the Internet. PROGRAM ACTIVITIES: Programming Management • Implement "Meeting Facility Use Policies and Procedures." Maintain and analyze the service delivery system. Monitor workflow, perform ongoing fee collections, process and provide comprehensive reports. Provide ongoing staff training, and assign and supervise part-time support staff. Programming Development • Facilitate quality community programming featuring such locally significant events as Children's Series, Spring and Fall Concert Series, Film Series, Opera Series, Author Talks, etc. Provide technical support and production recordings to enable wider and repeated distribution of program content. Management of Locally Produced Library Media Collections • Acquisition and creation of locally produced media materials including: digital imagery, photographic prints, video and audio recordings. Refining procedural processes and accountability and fee recovery systems. Provide improved workflow for duplication, labeling, and database digital storage with related web development and Intranet access. SIGNIFICANT CHANGES: None. PERFORMANCE MEASURES: 1. Provide two biannual comprehensive reports indicating usage breakdowns, income generated, and analysis and recommendations for service improvements. 1. 2. 1. Foster quality programs. Produce and provide program recordings for 15 events. Facilitate, plan, and provide technical support for events. Develop revenue generation opportunities, fee recovery, special grant proposals and partnerships to help underwrite operational expenses by >25%. Complete work order requests for Library Media Services to be included in biannual report. 2. Identify significant additions and uses of Library Media Materials. B-111 PROGRAM: FUND: PROGRAM GROUP: ADULT LEARNING PROGRAM GENERAL LIBRARY ACCTNO. 0014055 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 87,243 39,316 0 2001-02 ACTUAL 110,376 44,822 0 126,559| 155,198 1,00 0.88 1.00 1,40 2002-03 BUDGET 123,560 32,585 2,721 2003-04 BUDGET 128,850 33,584 0 158,866 1 162,434 1,00 1.60 1,00 1.60 WORK PROGRAM: The Adult Learning Program is the Library's adult literacy service. The program provides individualized instruction in fundamental reading and writing skills to English-speaking adults and, in a partnership with Carlsbad High School, to selected high school students. Tutoring by trained volunteers, integration of technology throughout the curriculum, and small group study encourage the development of positive self-esteem and the practical application of literacy skills in the home, workplace, and community. PROGRAM ACTIVITIES: Literacy Skill Development • The program provides reading and writing learning experiences that are appropriate for each learner's literacy needs, life situation, and goals. WORKLOAD STATISTICS: 1998-99 Learners Studying: 127 Volunteer Tutors Instructing: 102 84 Instructional Hours Completed: 5,434 6,411 1999-00 2000-01 132 122 104 7,228 2001-02 120 78 7,203 SIGNIFICANT CHANGES: None. B-112 PROGRAM: FUND: PROGRAM GROUP: CULTURAL ARTS VARIOUS CULTURAL ARTS SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 372,600 326,867 29,591 2001-02 ACTUAL 360,160 279,028 26,384 729,058| 665,572 4.00 2,66 4,75 2,23 2002-03 BUDGET 397,799 375,626 12,402 2003-04 BUDGET 426,794 356,548 0 785,827| 783,342 4,75 • '- ' 2,75 5.00 2.50 PROGRAM DESCRIPTION: The Arts Office builds a sense of community in Carlsbad by offering a wide range of performing and visual arts programs, youth and family educational activities, artist support services, and publications. These programs and services, designed to engage and enrich the individual and the community, strive to encourage lifelong learning in the arts and to make the arts and culture an accessible and integral part of the community's life. KEY ACHIEVEMENTS FOR 2002-03: • Produced 69 events attracting 45,300 people. • Managed the Cannon Art Gallery with several exhibits attracting 18,800 people. • Continued the Three-Part-Art arts education program for gallery exhibitions that combined lesson workbooks, guided exhibit tours, and creative workshops for 4,412 Carlsbad students. • Presented four Family Open Studios (an integral hands-on arts activity associated with Cannon Art Gallery exhibitions), attracting 280 participants. • Continued fund-raising for the Three-Part-Art programs ($22,500 raised in fiscal year 2002-03). • Funded 93 performances, exhibits, and special projects by organizations and schools in Carlsbad serving 16,000 people through the Community Arts Grants program. • Installed a new exhibit in the Sculpture Garden. • Revamped and improved the Arts Info Line. • Provided information services via the City website, direct mail, telephone, programs, and brochures. KEY GOALS FOR 2003-04: Top-Quality Services • Strengthen the infrastructure of the Arts Office through new policies and procedures. • Expand fund-raising activities and collaborative projects • Promote, train, and utilize volunteers and artists in providing services for Arts Office programs. Learning • Continue to work with school districts serving Carlsbad on arts education. • Continue to implement gallery arts education services for children and adults. • Offer community-wide opportunities including multi-cultural events and educational opportunities for children and adults. • Fund-raise for arts education programs at the gallery. B-113 PROGRAM: FUND: PROGRAM GROUP: ARTS OFFICE GENERAL FUND/ARTS GENERAL/ GALLERY DONATIONS CULTURAL ARTS ACCTNO. 0014062/0014065/ 0014068/14740XX PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURO7FTE POSITIONS GENERAL FUND ARTS FUNDING TOTAL FUNDING 2000-01 ACTUAL 365,371 304,501 29,591 699,463 4.00 2.55 638,118 61,345 699,463 2001-02 ACTUAL 351,388 262,824 26,384 2002-03 BUDGET 384,805 343,326 12,402 640,596| 740,533 4.75 2.12 548,327 92,264 640,591 4.75 2.64 700,533 40,000 740,533 2003-04 BUDGET 412,390 322,994 0 735,384 5.00 2,39 701,884 33,500 735,384 WORK PROGRAM: Implement the goals and policies of the City Council and City General Plan to plan, develop, and promote the visual and performing arts, and create a climate that encourages cultural and artistic development in Carlsbad enhances educational opportunities for all segments of the community. PROGRAM ACTIVITIES: Volunteers • Utilize volunteers for mailings, gallery events, jazz concerts, etc. organizations, and gallery docents and attendants. Provide training for volunteers, artists, arts Programs • Produce eleven (11) jazz concerts in the parks. • Offer educational programs on arts and culture for children and adults. • Offer performing arts programming at the Schulman Auditorium and other Carlsbad locations. • Offer four (4) weeks of summer arts camp, two (2) weeks of Club Pelican, and four (4) weeks of Band Camp. Information • Produce a calendar/newsletter. • Produce ArtsBrag, an arts education newsletter. • Arts Info Line for up-to-date information. • Provide information, opportunities, and resources to artists, citizens, and the press. • Provide educational information on three (3) gallery exhibitions and printed materials for exhibitions. • Offer arts information on the City's Internet site. Planning • Assess short- and long-range community needs for facilities and resources. B-114 PROGRAM: FUND: PROGRAM GROUP: ARTS OFFICE GENERAL FUND/ARTS GENERAL/ GALLERY DONATIONS CULTURAL ARTS PAGE TWO ACCTNO. 0014062/0014065/ 0014068/14740XX KEY GOALS FOR 2003-04: Top-Quality Services • Offer community-wide multi-cultural events (Festejando a las Madrecitas, an international multi-cultural festival and "By Kids, for Kids." • Serve on Chamber of Commerce Arts Education Committee. • Develop and strengthen arts organizations and provide cultural opportunities with grant allocations. • Generate sponsorship and fund-raising activities for the Gallery, Arts Office programs, and arts education programs. • Submit grant applications to State and federal funding agencies when appropriate. • Produce a jazz program. • Assist Arts Associates with fund-raising efforts. • Serve on Library Foundation Board. Balanced Community Development • Operate the Cannon Art Gallery with five/six (5/6) exhibitions per year. • Provide staff assistance with the volunteer "Plein Air" event. • Operate the Sculpture Garden with one (1) exhibition per year. WORKLOAD MEASURES: Delivery of Top-Quality Services 1999-00 2000-01 2001-02 2002-03 Arts Office Events/Attendance 49/36,000 66/51,000 42/39,000 44/57,000 Community Grants Awards/Applications/Budget 20/18,000 18/19,000 16/19,000 13/19,000 New Initiatives Grant/Budget 1/5,000 1/1,200 0 Educational Opportunities - Information Services 1999-00 2000-01 2001-02 2002-03 Newsletters (Issues/Distribution) 12/50,000 12/50,000 12/50,000 12/50,000 Special Publications (Per Year/Distribution) 17/86,000 48/60,000 52/58,000 20/48,200 Arts Info Line Calls (Monthly) 240 240 250 220 Diverse Economic Opportunities 1999-00 2000-01 2001-02 2002-03 Grants and Contributions $89,050 $181,200 $68,950 $47,000 SIGNIFICANT CHANGES: Converted the 3/4-time Community Arts Education Coordinator position to full-time and reduced part-time by a like amount. Reorganization will increase efficiency for the Arts Office. B-115 PROGRAM: FUND: PROGRAM GROUP: SISTER CITY GENERAL/SPECIAL REVENUE CULTURAL ARTS ACCTNO. 0014066/1464010 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS GENERAL FUND SISTER CITY DONATIONS TOTAL FUNDING 2000-01 ACTUAL 0 10,396 0 10,396 0,00 0.11 7,536 2,860 10,396 2001-02 ACTUAL 0 5,889 0 5,889 0.00 0.11 5,874 15 5,889 2002-03 BUDGET 2,862 10,800 0 13,662 0.00 d.11 9,662 4,000 13,662 2003-04 BUDGET 3,301 8,554 0 11,855 0.00 0.11 9,855 2,000 1 1 ,855 WORK PROGRAM: Coordinate Sister City relationship with the City of Futtsu, Japan and Karlovy Vary, Czech Republic. PROGRAM ACTIVITIES: Coordinate Sister City Program • Arrange, host, and conduct visits by one (1) student delegation and others as needed. • Coordinate ongoing cultural and educational exchange projects. Actively Pursue the Contribution of Funds for the Sister City Program • Coordinate programs including fund-raisers, festivals, and scholarship exchange programs, and raise funds for such programs. SIGNIFICANT CHANGES: None. B-116 PROGRAM: FUND: PROGRAM GROUP: SPECIAL EVENTS SPECIAL REVENUE FUND CULTURAL ARTS ACCTNO. 1484010 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 7,229 1 1 ,970 0 2001-02 ACTUAL 8,772 10,315 0 2002-03 BUDGET 10,132 21,500 0 2003-04 BUDGET 11,103 25,000 0 19,199| 19,087| 31,632| 36,103 . 0.00 0.00 0.00 0.00 0.00 0;00 0.00 0.00 WORK PROGRAM: Provide, within fiscal resources, a variety of performing arts programs to all Carlsbad residents. PROGRAM ACTIVITIES: Continue Performing Arts Programming • Present eleven (11) jazz concerts in four (4) quadrants. • Produce and distribute jazz concert sponsor-funded program. • Present annual Mother's Day Festejando a las Madrecitas at Holiday Park. Actively Pursue the Contribution of Gifts and Funds for the Arts • Submit request for County Community Enhancement funds and Transient Occupancy Tax (TOT) funding. • Obtain advertisements for jazz concert program. • Assist Arts Associates in fundraising efforts at jazz concerts. PERFORMANCE MEASURES: • Presented eleven (11) jazz concerts in four (4) parks with an attendance total of 33,000+. • Raised over $25,000 in fundraising contributions. SIGNIFICANT CHANGES: None. B-117 PROGRAM: FUND: PROGRAM GROUP: RECREATION GENERAL/SPECIAL REVENUE RECREATION SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 2,285,704 1,663,500 125,430 2001-02 ACTUAL 2,715,147 1,698,035 225,037 2002-03 BUDGET 3,160,198 2,039,992 94,692 4,074,634| 4,638,219) 5,294,882 27.00 47.11 30,00 48,92 : 33,00 50,41 2003-04 BUDGET 3,470,030 1,903,672 5,000 5,378,702 : 33.00 50,91 PROGRAM DESCRIPTION: The Recreation Department provides diversified recreation facilities and programs for all ages of the population that live, work, and/or play in Carlsbad. The Department is responsible for planning future park sites and the operation of current recreation programs and senior activities including youth and adult sports, special events, instructional classes, facility rentals, aquatics, nutrition, and transportation programs. Staff resources also support the Parks & Recreation Commission and Senior Commission, both of which act in an advisory capacity to the City Council on matters pertaining to parks, landscape, recreation programs, senior activities, and facilities. KEY ACHIEVEMENTS FOR 2002-03: • Completed the public review planning process for the Northwest Quadrant Park, approved by the City Council. • Completed the public review planning process for Alga Norte Community Park, approved by the City Council. • Dedicated several miles to the Citywide trail system from previously owned private developments. • Completed Phase 2 development of Carrillo Ranch. Will allow for public visitation. • Implemented the initial stages of the Recreation Department Strategic Plan and conducted a Recreation Conference for all full-time and part-time employees to engage the plan. KEY GOALS FOR 2003-04: Top-Quality Services • Continue to implement the use of customer surveys to evaluate and improve customer satisfaction. • Conduct customer service training for employees. • Generate sponsorship programs and fundraising activities. • Promote the use of volunteers in providing City services. • Maintain a Capital Improvement Program (CIP) that provides for development of recreation facilities. • Annually revise the CIP Budget. • Enhance service delivery through effective location and development of recreation facilities and programs such as Aviara Community Park, Northwest Quadrant Community Park, Larwin Park, and the Citywide Trails System. • Develop standards for current and future facilities that maintain top-quality, cost-effective delivery for recreation. • Continue implementation of the Recreation Department Strategic Plan. • Maintain an active role in supporting areas of mutual benefit between City and school districts, i.e., Joint Use Agreements for use and maintenance of activity playfields and Community Swim Complex. • Initiate first-year operation of Carrillo Ranch Community Park. B-118 PROGRAM: RECREATION PAGE TWO FUND: GENERAL/SPECIAL REVENUE PROGRAM GROUP: RECREATION SUMMARY KEY GOALS FOR 2003-04 (continued): Financial Health • Provide recreational activities, facilities, and other special events that support local businesses and enhance transient occupancy taxes (TOT) and sales tax revenue, such as the triathlon, sport tournaments, and swim meets. • Prepare marketing packet promoting Carlsbad's public/private facilities and distribute to prospective user groups. • Provide a wide variety of revenue-generating quality recreation opportunities to the public, i.e., special events, youth and adult sports, educational classes, aquatic programs, day-trippers, lagoon permits, and facility rentals. Learning • Prepare monthly agendas for Parks and Recreation, and for senior commissions that address relevant issues and inspire community involvement. • Continually monitor the Citywide interactive web page to display current recreation opportunities over the Internet. • Provide a wide variety of instructional classes for all ages and promote educational classes through distribution of the Carlsbad Community Services and Recreation Guide three times per year. • Provide and encourage a variety of professional training opportunities to all staff members. • Create cross-training opportunities within the Recreation Department and across major service areas where feasible. • Provide the necessary tools required for employees to perform effectively. Balanced Community Development • Monitor and annually report on the status of the parks performance standard of the Growth Management Plan and the implementation progress report for the Parks and Recreation element of the General Plan. Parks/Open Space/Trails • Implement a Citywide Trails Master Plan, including acquisition and development. • Support and assist, where possible, the volunteer trails development program. • Begin Aviara Community Park construction. • Complete Phase 2 development of Carrillo Ranch and open the facility for public visitation. • Begin construction of Larwin Park. • Process the master planning requirements for Alga Norte Park. • Continue with the design process for Pine School. • Secure acquisition of 10-15 acres of park property in the Northeast Quadrant. B-119 PROGRAM: FUND: PROGRAM GROUP: PARK PLANNING & RECREATION MANAGEMENT GENERAL FUND COMMUNITY SERVICES ACCT NO. 0014510/0014545 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 394,475 194,231 1 1 ,466 600,172 4.00 0.75 2001-02 ACTUAL 606,556 292,452 13,930 912,938 7.00 0,25 2002-03 BUDGET 721,911 383,568 8,300 1,113,779 7.00 0.75 2003-04 BUDGET 722,675 354,060 0 1,076,735 7.50 0,00 WORK PROGRAM: The Park Planning and Recreation Management Division provides administrative support for the City's ongoing recreation programs and park development efforts. The Division also provides staff support to the Parks and Recreation Commission, which acts in an advisory capacity to the City Council to ensure that top-quality park facilities and recreation programs are developed and sustained for the benefit of those who live, work, and/or play in Carlsbad. PROGRAM ACTIVITIES: Parks and Recreation Commission This Division provides staff support to facilitate the effectiveness of the Parks and Recreation Commission in its goal to implement the intent of the Parks and Recreation element of the General Plan and advise the City Council on associated matters. • Prepare Parks and Recreation Commission Agendas and conduct meetings that address relevant issues, encourage public input, and foster public education on matters of parks and recreation and other associated civic matters. • Implement and/or process recommendations by the Commission for City Council consideration. • Provide staff support to committees of the Commission which require more detailed review of issues relating to park development, facilities, recreation programs, landscape, street trees, open space, and amenity goals and guidelines. • Conduct Commission workshops to improve the expertise and effectiveness of the Commission. Administrative Services Provide the required administrative support to a division with 33 full-time positions and approximately 50 hourly/full- time equivalent positions, which operate with a budget of $4.7 million. • Maintain timely processing of special project requests, citizen concerns, departmental reports, City Council agenda bills, resolutions, and ordinances. Prepare and monitor departmental and individual goals and budget administration for expenditures and revenue generation. • Recommend and process personnel appointments, promotions, assignments, and disciplinary action when warranted. Provide ongoing support to management, general, and part-time employees. Implement the services of contractual employees. • Implement and maintain the strategic planning process for the Recreation Department. • Facilitate a customer service training and orientation program for all new department employees B-120 PROGRAM: PARK PLANNING PAGE TWO & RECREATION MANAGEMENT FUND: GENERAL FUND PROGRAM GROUP: COMMUNITY SERVICES ACCT NO. 0014510/0014545 PROGRAM ACTIVITIES (continued): Park Acquisition, Planning, and/or Development Ensure adequate park acquisition, development, and rehabilitation in order to meet the park performance standards of the Growth Management Program. Provide for current and future community needs by addressing changing recreation trends. • Monitor and implement existing park agreements. • Complete Phase 2 of the Carrillo Ranch Master Plan and stage the park dedication ceremonies. • Coordinate and monitor the Capital Improvement Program (CIP) budget submittals for current and future park development projects. • Continue the park design process for the Pine School property. • Finalize acquisition of acreage in the Northeast Quadrant to provide additional activity playfields. • Provide staff support for the development of the municipal golf course. • Develop the Aviara Community Park site Master Plan. • Continue the Alga Norte park design process. • Process the actions required to create a Citywide Trail System (land acquisition, maintenance system, development, volunteers, etc.). Recreation Programs Manage the implementation, performance, and adequacies of recreation programs. • Provide a wide variety of recreation programs and special events for all segments of the population who live, work, and/or play in Carlsbad. • Monitor and evaluate the effectiveness of recreational programs through the use of participant surveys. • Maintain a self-sustaining percentage of recreational programs as recommended by the City Council. • Prepare and distribute the Community Services & Recreation Guide three (3) times per year. • Continually evaluate and implement the fee structure for recreation programs and facility rentals, in an effort to sustain a competitive advantage over the private sector for similar services. SIGNIFICANT CHANGES: None. B-121 PROGRAM: FUND: PROGRAM GROUP: RECREATION FEE SUPPORTED GENERAL RECREATION ACCT NO. 0014515, 0014521-28 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 735,129 783,200 4,577 1,522,906 . 10.00 22.46 2001-02 ACTUAL 760,933 817,431 0 1,578,364 10.00 24.23 2002-03 BUDGET 994,956 910,179 0 1,905,135 , 10.00 24.64 2003-04 BUDGET 1,074,011 815,886 0 1,889,897 8.25 22.13 WORK PROGRAM: The Recreation Fee Supported Division provides comprehensive opportunities for meeting the recreational needs and interests of the community by providing self-sustaining fee-supported programs for all segments of the population, including those that live, work, and/or play in Carlsbad. PROGRAM ACTIVITIES: Recreation programs include: enrichment classes, adult excursions, youth and adult sports, special events, youth day camps, after school programs, and youth and family services. The Fee Supported Division provides year-round recreational programs for all ages, preschool to seniors, including program design, planning, implementation, and evaluation. • Review proposals and negotiate contracts with instructors. • Schedule facilities for programs. • Prepare and distribute marketing materials. • Evaluate programs and analyze data on an ongoing basis. • Prepare financial and revenue reports. • Research and implement program opportunities. WORKLOAD MEASURES: Conduct fee market studies on an ongoing basis. Coordinate with school districts for youth and teen programming. Recruit, train, and reward volunteers. Generate program sponsors. Utilize sports professionals to enhance program quality. Provide scholarships for Carlsbad resident youths. 2001-02 Enrichment Classes Conducted 1 ,620 Enrolled 16,200 Revenue $556,976 Davtrippers Trips Conducted 32 Participants 900 Revenue $44,566 Camps Camps 47 Participants 793 Revenue $0 Estimate 2002-03 1,650 16,700 $427,000 8 350 $23,000 50 1,080 $111,000 Projected 2003-04 1,650 16,700 $427,000 10 425 $35,000 50 1,280 $111,000 Youth Sports Teams Participants Spectators Revenue Adult Sports Teams Participants Spectators Revenue 2001-02 58 1,050 13,000 $32,000 325 5,000 30,000 $85,000 Estimate 2002-03 64 1,100 14,000 $36,000 328 5,100 30,000 $85,000 Projected 2003-04 70 1,150 15,000 $36,500 330 5,150 30,000 $92,000 B-122 PROGRAM: FUND: PROGRAM GROUP: RECREATION FEE SUPPORTED GENERAL RECREATION PAGE TWO ACCTNO. 0014515,0014521-28 WORKLOAD MEASURES (continued): 2001-02 Pre-school Classes Conducted 167 Enrolled 1,900 Revenue $126,523 Estimate 2002-03 Projected 2003-04 2001-02 Estimate 2002-03 Projected 2003-04 177 1,900 $139,046 184 2,024 $146,160 Special Events Events Participants Revenue 9 25,500 $75,000 7 25,000 $85,000 10 28,000 $87,000 17 Fields Maintained Stay 'n' Play Weeks Participants Revenue KEY GOALS FOR 2003-04: 17 36 6,840 $1,845 36 7,200 $2,245 36 7,200 $15,512 Kids Camp Camps Participants Revenue Community Volunteers 17 Volunteers 1,190 1,200 1,300 Hours 8,200 10,500 11,000 12 12 12 1,200 1,500 1,500 $109,922 $118,238 $118,238 Top-Quality Services • Continue to implement the Recreation Department's Strategic Plan. The Strategic Plan will enhance access to open space, provide safe places to gather, create life-long learning opportunities, and build a stronger community. • Conduct customer service training for all staff to broaden their knowledge and improve service delivery. • Measure customer satisfaction of service delivery through user surveys and analyze responses to improve service delivery. Financial Health • Recruit, train, and recognize volunteers through an annual awards program in order to improve service quality and reduce program costs. • Recruit and maintain program sponsors to promote local businesses and reduce operational costs. • Provide a wide variety of revenue-generating quality recreation opportunities that support local businesses and enhance transient occupancy taxes (TOT) and sales tax opportunities. • Promote cooperative fundraising projects such as "Clean Sweep" to provide volunteer assistance in the community and raise funds for scholarship programs. Learning • Collaborate with school districts to provide City and school facilities for youth programs including teen dances, Stay 'N' Play and Grad Nite. • Promote educational classes and programs for the community through the Community Services brochure. • Enhance knowledge and skills of staff by providing ongoing training and educational opportunities. SIGNIFICANT CHANGES: • Modest fee increases for the Stay 'N' Play after-school program and the Kidz Camp programs will be implemented this year as a means of offsetting the rising costs of providing those programs and providing the number of field trips. • The number of preschool classes at Stagecoach Park on Monday, Wednesday, and Friday has increased in an effort to meet rising demand. • A number of special events have been added, deleted, or modified as a means of promoting the target issues addressed in the Department's Strategic Plan. They include promoting strong families and safe places to gather, with an emphasis on teens. B-123 PROGRAM: FUND: PROGRAM GROUP: RECREATION - AQUATICS GENERAL RECREATION ACCTNO. 0014520 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 280,515 148,222 103,651 532,388 2.00 7.25 2001-02 ACTUAL 294,795 107,174 149,032 551,001 2.00 7.25 2002-03 BUDGET 349,004 153,052 32,000 534,056 3.00 6.89 2003-04 BUDGET 334,899 138,892 0 473,791 .'.••••2.47 7.50 WORK PROGRAM: The Aquatics Program provides for the operation of an attractive and safe community swim complex, which offers comprehensive instruction and training, competition, and recreational swimming to all segments of the population who live, work, and/or visit in Carlsbad. Note that workload measures for 2001-02 were impacted by a pool closure of 51 days (03/01/02 - 4/22/02). The pool is also expected to be closed 11/10/03 - 12/07/03. PROGRAM ACTIVITIES: Lessons/Training Provide instruction in general aquatic, swimming, and diving skills for all ages and abilities; provide education and training to the general public and City employees in first aid, CPR, and water rescue skills; serve as a North County certification/training site for men and women wishing to qualify for employment at public swimming pools. Fun and Fitness Provide opportunities for recreational swimming, fitness lap swimming, and family-oriented aquatic special events. WORKLOAD STATISTICS: Actual 2001-02 Estimate 2002-03 Projected 2003-04 Instructional Lessons Lane/Hours Classes Conducted Registered, Resident Registered, Non-Resident Revenue Carlsbad High School P.E. Lane/Hours Participation Recreation and Lap Swim Lane/Hours Daily Admissions • Youth • Adult • Season Pass Administration • Revenue 2,053 241 1,508 36 $36,500 664 1,661 16,228 6,269 8,061 17,189 $50,296 2,250 242 1,510 36 $36,500 800 2,030 17,200 6,400 8,200 17,200 $55,000 2,250 242 1,510 36 $50,500 740 2,200 17,000 6,200 8,000 17,100 $66,000 B-124 PROGRAM: FUND: PROGRAM GROUP: RECREATION-AQUATICS GENERAL RECREATION PAGE TWO ACCTNO. 0014520 WORKLOAD STATISTICS (continued): Carlsbad Swim Masters Lane/Hours Participation Revenue Aquatic Exercise Lane/Hours Participation Revenue Carlsbad High School Teams Lane/Hours Participation Revenue North Coast Aquatics Lane/Hours Participation Revenue North Shore Aquatics (Age Group Water Polo) Lane/Hours Participation Revenue Carlsbad Water Polo (Boys Age Group Water Polo) Lane/Hours Participation Revenue KEY GOALS FOR 2003-04: Top-Quality Services • Be a city that provides exceptional aquatic services, programs, and facilities on a daily basis. Learning • Promote and support continuous aquatic and safety training opportunities within the community and the City organization. • Continue the "Aquatic Trainee" program to help ensure continued qualified staffing of aquatic programs. SIGNIFICANT CHANGES: Fee increases are being proposed in all programs and rentals of the facility to offset rising program costs. Actual 2001-02 2,933 10,927 $35,474 199 1,068 $3,558 3,947 6,636 $21,007 2,210 7,668 $6,238 818 522 $2,696 1,047 4,327 $7,210 Estimate 2002-03 3,228 12,500 $37,200 210 1,200 $3,900 4,300 7,500 $24,000 2,800 9,450 $6,800 200 100 $400 1,250 4,400 $7,300 Projected 2003-04 3,165 11,900 $42,600 200 1,200 $4,700 4,000 7,000 $28,800 2,650 9,000 $9,600 0 0 $0 1,000 4,200 $8,400 B-125 PROGRAM: FUND: PROGRAM GROUP: RECREATION - AGUA HEDIONDA LAGOON PERMITS GENERAL RECREATION ACCTNO. 0014530 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 10,838 3,139 0 13,977 0.00 0,50 2001-02 ACTUAL 10,235 1,522 0 11,757 0,00 0.50 2002-03 BUDGET 1,302 4,719 0 6,021 0.00 0.50 2003-04 BUDGET 24,408 3,332 0 27,740 0,53 0.00 WORK PROGRAM: Provides for the Agua Hedionda Lagoon Permits Program. This program reduces the City's liability exposure by requiring all vessels to obtain a valid City use permit. Aquatics staff now provides support to this function. PROGRAM ACTIVITIES: Permits Issue annual lagoon use permits, verify and monitor DMV registration, and coordinate with the Police Department to publish and distribute information regarding use, rules, and regulations of the lagoon. SIGNIFICANT CHANGES: WORKLOAD STATISTICS: Estimated Projected 2001-02 2002-03 2003-04 • Annual Permits 304 290 290 • Daily Permits 256 240 240 • Revenue $20,096 $18,500 $18,500 The Lagoon Permits Program is now being conducted from the Community Swim Complex by Aquatics staff. The real cost of providing this service is being reflected by allocating a portion of the Office Specialist II, Aquatic Specialist, and Aquatic Supervisor salaries and benefits to reflect their proportionate share of the work activity. Revenues are expected to continue to be flat due to lagoon use restrictions related to Caulerpa taxifolia algae. B-126 PROGRAM: FUND: PROGRAM GROUP: RECREATION OPERATIONS GENERAL RECREATION ACCTNO. 0014540,0014541, 0014542, 0014543 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 578,387 155,949 5,736 740,072 8.00 9.63 2001-02 ACTUAL 731,944 146,120 62,075 940,139 8.00 9.63 2002-03 BUDGET 760,803 212,271 26,392 999,466 10.00 ••' 10.13 2003-04 BUDGET 947,816 190,684 5,000 1,143,500 11.80 13.28 WORK PROGRAM: This division provides operational support for the Recreation Department, including the operation of three community centers and City facilities used by a variety of City departments and the general public for recreational use and meetings. In addition, the Operations Division also provides maintenance to the many athletic fields owned by the City and school districts serving the Carlsbad population. PROGRAM ACTIVITIES: Information and Enrollment Services Staff provides information and registration services to the public on Recreation Department programs and facilities. • Enroll participants via phone, mail, and in-person for classes, special events, and sports leagues. • Collect and account for program revenue. • Provide ongoing information and referral to the community. Facilities Operation Staff coordinates public use of recreational facilities. • Process applications for use of meeting rooms, picnic areas, athletic fields, gymnasiums, and tennis courts. • Crews maintain ball fields at school sites and Community Centers and other park areas. • Staff coordinates classes, meetings, dedications, and other functions at Community Centers and additional City facilities. • Attendants attend to customer service issues and provide general clean-up and associated maintenance at facilities. Supervision Supervisory staff coordinates operations of the Community Centers and satellite facilities. • Staff recruitment and development. • Provides staff training. • Serves as liaison to various community organizations and Citywide committees. • Responds to customers' concerns and requests. WORKLOAD MEASURES: Reservations Processed: Number of Facility Users: Revenue: Number of Fields Maintained: 2001-02 3,282 970,000 $120,963 17 Estimate 2002-03 3,200 1,100,000 $128,000 17 Projected 2003-04 3,200 1,400,000 $175,000 17 B-127 PROGRAM: RECREATION OPERATIONS PAGE TWO FUND: GENERAL DEPARTMENT: RECREATION ACCTNO. 0014540,0014541, 0014542, 0014543 KEY GOALS FOR 2003-04: Top-Quality Services • Begin the initial phases to implement the Recreation Department's Strategic Plan. The Strategic Plan will enhance access to open space, provide safe places to gather, create life-long learning opportunities, and build a stronger community. • Conduct customer service training for employees to broaden their knowledge and improve service delivery skills. • Measure customer satisfaction of service delivery through user surveys and analyze responses to improve service delivery. • Monitor and maintain the Capital Replacement Program to provide safe, top-quality equipment at all recreation facilities and conform to City budget standards. • Facilitate the equitable distribution of athletic fields by partnering with Carlsbad non-profit sports organizations to ensure customer satisfaction of Carlsbad field users. Balanced Community Development • Prepare and distribute a marketing packet that promotes Carlsbad hotels, restaurants, amenities, and City facilities to all non-resident athletic groups that use Recreation Department facilities. • Enhance revenues by promoting and facilitating the rental of City facilities to the public as an attractive and competitive alternative to private sector facilities. SIGNIFICANT CHANGES: • A Recreation Area Manager position was added during 2002-03 to staff Leo Carrillo Park. • Synthetic turf is being installed at the Poinsettia Community Park soccer field and will make that site available for year-round play. B-128 PROGRAM: FUND: PROGRAM GROUP: TRAILS GENERAL RECREATION / GENERAL SERVICES ACCT NO. 0015023 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 0 0 0 0 0.00 0.00 2001-02 ACTUAL 0 0 0 0 0.00 0.00 2002-03 BUDGET 0 0 0 0 0.00 0.00 2003-04 BUDGET 53,525 16,400 0 69,925 0.50 0.50 WORK PROGRAM: Community Services and Park Development will assist the trails committee in developing and maintaining the Citywide trails program. PROGRAM ACTIVITIES: Trail Maintenance Plan • Maintain existing and proposed Citywide trails with the assistance of trail volunteers. PERFORMANCE OBJECTIVES: Trail Management and Maintenance Program • Maintain existing trails in accordance with trail maintenance plan. • Assist and monitor trail volunteers in the maintenance and construction of Citywide trails. Project Processing • Continue processing acceptance agreements from previously rejected Irreversible Offers of Dedication (IOD) for the Citywide trail easements. SIGNIFICANT CHANGES: This is a new budget to fund materials and tools for the maintenance of the trails as well as a part-time position to oversee the maintenance of the trails and 50% of a Park Planner. B-129 PROGRAM: FUND: PROGRAM GROUP: SENIOR PROGRAMS GENERAL/SPECIAL REVENUE RECREATION ACCT NO. 0014570,1434567, 1444567,191XXX PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS GENERAL FUND SPECIAL REVENUE: DONATIONS SPECIAL REVENUE: GRANTS TOTAL 2000-01 ACTUAL 286,360 378,759 0 665,119 3.00 6.52 366,497 87,860 210,762 2001-02 ACTUAL 310,684 333,336 0 644,020 3,00 7.00 401 ,420 35,557 207,043 2002-03 BUDGET 332,222 376,203 28,000 736,425 3.00 7.50 736,425 0 0 2003-04 BUDGET 312,696 384,418 0 697,114 1,95 7.50 697,114 0 0 665,119| 644,020| 736,425| 697,114 WORK PROGRAM: To provide a broad range of services and activities designed to foster independence, enhance the quality of life, and provide opportunities for lifelong learning and involvement for older adults in the Carlsbad area. PROGRAM ACTIVITIES: Education/Learning Arrange for classes, seminars, and other learning opportunities on topics pertinent to the concerns and interests of the aging population and coordinate computer classes to teach the basics of computers (i.e., "Windows"). • Continue computer lab with open hours for seniors to drop in and receive training and technical advice. • Provide seminars on estate planning, topics of interest and concern to seniors, personal safety, etc. • Provide ongoing information and referral to community resources. • Provide ongoing classes in computer usage (e-mail, Internet, etc.). Recreation Offer excursions, special events, and activities of particular interest to the mature adult, which promote social interaction. • Continue the development of programs/groups that appeal to people with similar interests, i.e., Walking Group, PC Users Groups, Writers Groups, Discussion Groups, etc. • Provide day trips to local attractions, utilizing rented buses as well as public transportation (i.e., the Coaster, Trolley, etc.). Personalized Assistance Coordinate the provision of professional services necessary to maintaining an independent lifestyle. • Offer tax assistance to over 500 seniors. • Arrange for free legal advice for over 200 seniors. • Arrange for assistance with health insurance decisions. Health Services Arrange for screenings, services, classes, and lectures that promote healthy living. • Monthly blood pressure checks, glucose and diabetes testing, and cholesterol testing. • Flu shots. • Provide a minimum of four "special" health screenings, i.e., skin cancer, hearing, podiatry, cholesterol, etc. • Continue offering body conditioning, exercise yoga, and dance for seniors. B-130 PROGRAM: SENIOR PROGRAMS PAGE TWO FUND: GENERAL/SPECIAL REVENUE ACCT NO. 0014570,1434567, PROGRAM GROUP: RECREATION 1444567,191XXX PROGRAM ACTIVITIES (continued): Senior Grants • Provide a minimum of 30,000 nutritious lunches. • Provide a minimum of 10,000 delivered meals to the homes of Carlsbad's frail seniors. • Provide over 8,500 rides to seniors who have limited means of getting to the Senior Center, shopping, medical visits, and other necessary appointments. • Provide nutrition education and special events focused on lunchtime activities. Administration Coordinate all operations of the Senior Center: staffing, volunteer recruitment, facility rentals, and grants management. • After-hours facility rentals. • Staff scheduling. • Volunteer recruitment and training. • Budget management. • Senior Commission. SIGNIFICANT CHANGES: An increase in the Senior Center facility rental fees is proposed for fiscal year 2003-04. Fees have not increased since 1989, and rental increases will be comparable to those rates for other City facilities and will help cover increasing costs. B-131 B-132 ...-.aw •••-..'.-,.. «....vr«- ^\»-'a?'., ;. ».,<f""9 »*•-;*' »F . .'.:V*?»%'-1wHi"* OPERATING ;BUDGETJSUMMARY " ' ' :. . . . , •.. . POHICY AND LEADERSHIP GROUP' t-m ADMINISTRATIVE SERVICES '-«. PROGRAM: FUND: PROGRAM GROUP: PUBLIC WORKS VARIOUS VARIOUS SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 11,033,208 28,952,290 182,406 2001-02 ACTUAL 12,236,361 29,506,318 244,343 40,167,904] 41,987,022 177.75 14.75 189.75 13.60 2002-03 BUDGET 13,486,327 35,016,486 1,933,167 2003-04 BUDGET 14,480,883 35,843,162 1 ,072,745 50,435,980) 51,396,790 193.75 13.95 194.75 14.95 Maintenance Operations 67% PW Admin 1% Engineering Services 10% General Services 20% Storm Water Protection 2% B-133 PROGRAM: FUND: PROGRAM GROUP: PUBLIC WORKS ADMINISTRATION GENERAL PUBLIC WORKS ADMINISTRATION ACCTNO. 0016010 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 337,905 150,506 0 488,411 3.00 0.00 2001-02 ACTUAL 361,950 130,114 0 492,064 3.50 0,00 2002-03 BUDGET 527,904 279,171 0 2003-04 BUDGET 574,135 225,897 0 807,075| 800,032 6,40 " 0,00 6.30 0,00 WORK PROGRAM: Provide leadership and coordination for Public Works programs; plan resources and facilities; manage all budget, fiscal, and personnel matters; coordinate programs with local, State and federal governments; and support City boards, committees and commissions. Public Works includes Engineering Services, Environmental Programs (Storm Water Protection, Solid Waste Management), General Services (Parks Maintenance, Facilities Maintenance, Fleet Maintenance, Median Maintenance, Street Tree Maintenance), and Maintenance and Operations (Water Operations, Recycled Water, Sanitation Operations, Buena Vista Channel Maintenance, Street Maintenance, Traffic Signal Maintenance, Street Lighting, and Solid Waste Management). PROGRAM ACTIVITIES: Budget Preparation and Management • Coordinate department budget activities. • Prepare and report on quarterly activities. Performance Measurement • Coordinate benchmarking partnerships with other cities and agencies. • Collect, analyze, and report data from both the benchmarking partners and the Public Works Department. • Encourage an environment of continuous improvement and learning. Strategic Planning • Implement strategic plan and Public Works programs to meet current and long-range goals. • Take active role in development of Service Plan. Maintenance Management and Quality Control • Continue development of comprehensive systems inventory, maintenance standards, and work reporting system. Education and Outreach • Coordinate a variety of outreach activities including Public Works Week, Water Awareness Month, Citizens' Academy, etc. • Outreach and education related to storm water and other specialized areas as needed. KEY ACHIEVEMENTS FOR 2002-03: • Implemented the first phase of the Computerized Maintenance Management System. • Implemented the Public Information and Education Program for the Public Works MSA. • Utilized current inventory levels and applied future growth estimates to project infrastructure needs over the next five years and beyond to build-out. Completed staffing projections based on this analysis and identified staffing needs in correlation with infrastructure growth estimates. • Implemented a Service Plan Strategy that actively identifies possible cost-saving opportunities and ideas for improvement. • Incorporated the Benchmarking Program into the Public Works Performance Measurement Program. B-134 PROGRAM: PUBLIC WORKS ADMINISTRATION PAGE TWO FUND: GENERAL PROGRAM GROUP: PUBLIC WORKS ADMINISTRATION ACCT NO. 0016010 KEY GOALS FOR 2003-04: Communication • Public Works Education and Outreach: Increase citizen awareness about Public Works, educate them on what we do and how well we do it, and improve our image. • Public Works Website: Enhancement of website for Public Works and Planning. SIGNIFICANT CHANGES: None. B-135 PROGRAM: FUND: PROGRAM GROUP: ENGINEERING GENERAL/WATER & SEWER ENTERPRISE ENGINEERING SERVICES ACCT NO. 0015710/5x15710 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS GENERAL FUND WATER ENTERPRISE SEWER ENTERPRISE TOTAL FUNDING 2000-01 ACTUAL 3,793,381 1 ,456,847 44,791 5,295,019 48.70 1.00 4,328,569 343,420 623,030 5,295,019 2001-02 ACTUAL 3,935,757 1 ,670,683 55,183 5,661 ,623 52.20 1.00 4,312,623 674,500 674,500 2002-03 BUDGET 4,154,789 1,924,890 0 6,079,679 51.70 1.00 5,266,844 349,519 463,316 5,661 ,623| 6,079,679 2003-04 BUDGET 4,469,154 1 ,624,508 0 6,093,662 51.20 1.00 5,210,161 503,596 379,905 6,093,662 WORK PROGRAM: The Engineering Department supports the City Council's goals by providing high-quality service in transportation, water supply, sewer collection, storm water control, parks, and general engineering, project management, front counter operations, and construction inspection. The Engineering Department provides services to the public and other City departments through preparation and processing of planning, design, and construction documents and performing transportation studies. The department is also responsible for ensuring that development and public improvements are properly designed, constructed, and inspected while maintaining public safety and the well-being of the community. PROGRAM ACTIVITIES: Administration • Coordinate and direct all divisions to ensure accomplishment of City Council Goals and Objectives, provide administrative and clerical support to all divisions, ensure that the management reporting system is accurately maintained and generates all reports on schedule, and provide accurate records filed in a standardized and efficient manner. Development Services • Provide comprehensive engineering input for all land use development applications; process engineering development plans and maps in a professional manner, maintaining high-quality and meeting production goals; ensure engineering questions related to land development are answered in a timely and friendly manner. Planning and Programs • Coordinate the preparation of the annual update to the City's Buildout Capital Improvement Program, update existing facility impact fee programs, and assist developers with the formation of finance districts to fund major public improvements. Administer and coordinate engineering activities for beach erosion, lagoon dredging, growth management monitoring, special districts program, and facility mapping. Design • Design Citywide capital projects including parks, roadways, storm water, domestic water, recycled water, and sewer systems; develop and maintain programs in water resources, domestic water systems, recycled water systems, sewer systems, and storm drain systems. For each of these programs, Design provides a variety of services including planning, water supply and quality monitoring, technical assistance, mapping, and facility location. Transportation • Review, investigate, analyze, and resolve a wide variety of transportation issues, concerns, complaints, and inquiries. Maintain records of collision reports, speed surveys, and traffic counts, and assist in maintaining optimum traffic signal operations. Review traffic control plans, signing and striping plans, and traffic signal plans; review project submittals; provide interdepartmental coordination of various issues; and staff the Traffic Safety Commission. B-136 PROGRAM: FUND: PROGRAM GROUP: ENGINEERING PAGE TWO GENERAL/WATER & SEWER ENTERPRISE ENGINEERING SERVICES ACCTNO. 0015710/5x15710 PROGRAM ACTIVITIES (continued): Construction Management and Inspection • Perform construction management, administration, and inspection for private grading agreements, development improvement agreements, and capital improvement projects through the application of uniform practices and policies; ensure construction of high-quality improvements; and minimize inconvenience to the public while ensuring safe work sites. WORKLOAD STATISTICS: Total Capital Improvement Program Appropriations $180,000,000 $160,000,000 $140,000,000 ' $120,000,000 $100,000,000 $80,000,000 $60,000,000 $40,000,000 $20,000,000 $0 • New D Carry Forward FYOO-01 FY01-02 FY 02-03 FY 03-04 (Est.) KEY ACHIEVEMENTS FOR 2002-03: Rancho Santa Fe Road Reach under construction (Olivenhain Road/Encinitas). Slurry seal overlay and reconstruct 22 miles of City streets. Vista/Carlsbad Interceptor Reach 5-11 completed. Orion Street extension completed. Poinsettia and Stagecoach Park Stairway Replacement completed. South Agua Hedionda Forcemain completed. Sandshell Lift Station completed. Chestnut Avenue Parkway Improvements completed. El Fuerte extension under construction. 4 mgd Carlsbad Water Recycling Facility under construction. Cannon Road West Reach 2 completed. Poinsettia Lane Reach C under construction. Poinsettia Lane Reach F under construction. Cannon Road Reach 3 under construction. College Boulevard Reach C under construction. Paseo Del Norte Intersection Turn Lanes completed. Alga Road Median, Road and Sidewalks completed. Rancho Santa Fe Road Phase I under construction (La Costa Avenue/San Elijo Road) Bressi Ranch under construction. Villages of La Costa at the Oaks and at the Greens under construction. Kelly Core Area under construction. Time-based traffic signal coordination on Palomar Airport Road and on El Camino Real completed. Update Traffic Signal Coordination Timing on Carlsbad Village Drive between State Street and Harding Street. B-137 PROGRAM: ENGINEERING PAGE THREE FUND: GENERAL/WATER & SEWER ENTERPRISE PROGRAM GROUP: ENGINEERING SERVICES ACCTNO. 0015710/5x15710 KEY GOALS FOR 2003-04: Transportation/Circulation • Continue work toward the construction of major road projects including: College Reach A, Cannon Reach 4, Faraday/Melrose, Rancho Santa Fe Road, and Poinsettia Lane Reach E. Parks/Open Space/Trails • Complete permitting and design of Coastal Rail Trail in preparation for construction in FY2004. • Jefferson Street Sidewalks under construction. Water • Construct Carlsbad recycled water facility, recycled water transmission pipelines, and pump stations to distribute water from the Phase II recycled water program. Construct El Camino Real Transmission Main Replacement (Cassia to Palomar Airport Road). Construct La Costa Avenue and Palomar Airport and Sunnyhill Storm Drain. Construct El Camino Real Transmission Main Replacement (Faraday to Cougar). Reservoir Security Fence and Painting. Begin construction of Cannon Road Lift Station. Begin construction of Forest Avenue Sewer. Complete design of Lake Calavera Improvements. Environmental Management • Update Storm Drain Master Plans per the growth management data and National Pollutant Discharge Elimination System (NPDES) requirements and determine if the current planned facilities and Planned Local Drainage Area fees are adequate for the existing rate of growth and future buildout. SIGNIFICANT CHANGES: None. B-138 PROGRAM: FUND: PROGRAM GROUP: STORM WATER PROTECTION SPECIAL REVENUE STORM WATER PROTECTION ACCTNO. 1545710 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 0 0 0 2001-02 ACTUAL 356,143 366,606 44,642 0| 767,391 0.00 0.00 6.50 0.00 2002-03 BUDGET 544,997 531,422 0 2003-04 BUDGET 550,610 680,340 13,800 1,076,419| 1,244,750 8.50 0.00 8.10 0.40 WORK PROGRAM: Provide leadership and coordination for Public Works programs related to storm water protection from pollution; plan resources and facilities; manage all budget, fiscal, and enforcement matters; coordinate programs with local, State and federal governments and support City boards, committees, and commissions; ensure compliance with the National Pollutant Discharge Elimination System (NPDES) Urban Storm Water Permit No. 2001-01 (the "Permit") issued by the San Diego Regional Water Quality Control Board. PROGRAM ACTIVITIES: Industrial. Commercial, Residential and Municipal: Data Management/GIS Programs The components of these programs include inspection of the prioritized facilities, sampling and testing of storm water, education using outreach materials, and enforcement of non-compliant sites. High-priority municipal and industrial facilities are inspected annually (over 100). High-priority commercial sites and medium- to low-priority industrial sites are inspected as needed (over 1,000). Education/Outreach and Public Participation The Permit also requires the City to conduct educational efforts and outreach to the public and focus groups regarding the new requirements to all the different sectors. The Permit specifies in Sections F.1 .d and F.2.J that educational efforts should be focused on City staff as well as externally. Outreach to municipal staff is intended to inform and educate employees and City contractors on the requirements imposed on all municipal facilities and operations. Additional educational efforts are outlined in Section F.4 of the Permit by specifying the target communities of the outreach and topics to be covered. The Permit also specifies that the City and all Copermittees must include the public by allowing participation and input in local and regional programs. Municipal Facilities The Permit requires that all existing municipal facilities be reviewed and modified, as needed, to prevent or reduce the pollutants in runoff. This evaluation includes review of: Pollution Prevention practices, identifying all sources of pollutants, implementing Best Management Practices, and Maintaining all Storm Sewer System facilities and structures. The Permit also requires special review of Pesticide, Herbicide, and Fertilizer use at all municipal facilities. These requirements are found in Section F.S.a of the Permit. Planning & Construction The Permit requires the City to review all Land-Use Planning for New Development and Redevelopment. This requirement is found in section F.1 of the Permit and includes a complete review and revision, as needed, of the General Plan. Construction activities in the City are also subject to new standards and requirements as directed in the Permit. Fiscal Analysis The Permit requires that an adequate funding mechanism be in place to cover the costs associated with the programs being implemented. This will be an ongoing effort to identify funding options and maintain those funding options in future years in a manner that will consistently support these programs. The requirement is described in Section F.8 of the Permit. B-139 PROGRAM: STORM WATER PROTECTION PAGE TWO FUND: SPECIAL REVENUE PROGRAM GROUP: STORM WATER PROTECTION ACCT NO. 1545710 KEY ACHIEVEMENTS FOR 2002-03: • Prepared and submitted Carlsbad's Jurisdictional Urban Runoff Management Plan (JURMP) annual report. • Continued the Outreach and Education Program for Storm Water, which included additions to the Internet web page, HOT Line enhancements (Spanish option), and Best Management Practices brochures for residents and businesses. Conducted public workshops, participated in Coastal Cleanup Day and other public events, and responded to requests for speaking engagements. • City staff training on Storm Water Protection continues. • Complaint investigations continued as a routine program component, and all investigations are documented and tracked in the RFA system. • Environmental Programs Manager and staff participated in regional workgroups and meetings, including Copermittee Management, Monitoring Workgroup, Outreach Workgroup, Legislative Technical Advisory Committee, Data Management, Watershed Workgroup, and Program Assessment. • City staff continued to participate in the North County Outreach group. This group developed educational brochures and posters, and is developing a watershed awareness phone survey. • Conducted Coastal and Lagoon outfall bacteriological monitoring (year-round program) and the Dry Weather Field Screening and Analytical Monitoring program (D-Max Engineering). • The Permits Plus data management system was implemented to track inspection activities at industrial, commercial, and municipal facilities. • Storm water inspectors conducted hundreds of inspections of industrial and commercial facilities. Two UCSD interns were added to assist with inspections and data entry. • City staff completed the survey of the storm drainage system to verify inventory for input into CIS. • Prepared and submitted the Carlsbad Watershed Urban Runoff Management Plan (WURMP) with the other jurisdictions in the Carlsbad Hydrologic Unit. • City staff drafted the City's Standard Urban Storm Water Mitigation Plan (SUSMP). KEY GOALS FOR 2003-04: Environmental Management • Be an environmentally sensitive community by focusing on: clean storm water; sewage collection and treatment; solid waste; and cost-effective and efficient use of energy, including alternative energy sources. Storm Water Performance Measurement • Ensure storm water protection services are delivering the appropriate services for the best value with the highest level of customer satisfaction. Environmental Education and Outreach • Develop and implement a comprehensive environmental education and outreach program for storm water, solid waste, and water conservation that meets all requirements mandated by laws and agreements and utilizes resources efficiently through collaboration. SIGNIFICANT CHANGES: None. B-140 PROGRAM: FUND: PROGRAM GROUP: GENERAL SERVICES VARIOUS GENERAL SERVICES SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 2,815,191 5,611,175 72,130 2001-02 ACTUAL 3,205,350 5,769,260 29,124 2002-03 BUDGET 3,610,297 5,711,006 1,671,500 2003-04 BUDGET 3,965,545 5,721,491 914,345 8,498,496] 9,003,734| 10,992,803| 10,601,381 55.75 13,25 57.25 12.10 58.25 12.45 59.25 13.35 PROGRAM GROUP DESCRIPTION: The City's General Services Department is responsible for the preventative maintenance and repair of parks, school athletic fields, City buildings and vehicles, public street trees, and medians. PROGRAM ACTIVITIES: Trees 7%Medians 5% Vehicle Replacement 9% Vehicle Maintenance 19% Parks 33% Facilities 27% KEY ACHIEVEMENTS FOR 2002-03: Parks Maintenance • Installed new playground equipment at six park sites to comply with Americans with Disabilities Act (ADA) and safety regulations. • Completed renovations at La Costa Canyon Park restroom facility that included new roof, flooring, and exterior painting. • Replaced two damaged/aged light standards at Chase Field. • Replaced the wooden stairwell with concrete steps at La Costa Canyon Park. • Began pilot program to increase downtown maintenance activities. Street Tree Maintenance • Planted 300 trees in the public right-of-way. • Removed 2,000 trees as part of the Management & Rehabilitation Plan for Hosp Grove. • Planted 900 trees and performed clean-up activities as part of the Management & Rehabilitation Plan for Hosp Grove. • Pruned 625 trees. B-141 PROGRAM: GENERAL SERVICES PAGE TWO FUND: VARIOUS PROGRAM GROUP: GENERAL SERVICES SUMMARY KEY ACHIEVEMENTS FOR 2002-03 (continued): Median Maintenance • Began maintaining newly landscaped medians on Cannon Road. Facilities Maintenance • Installed new carpet at the Safety Center. • Installed a new camera surveillance system at the Safety Center. • Finished applying new exterior paint at Calavera Community Center. • Installed a new roof at the Senior Center. • Remodeled the front counter at the Carlsbad Swim Complex. • Completed renovations at the Magee Barn. • Installed a new security system at the Farmers Insurance Building. • Upgraded the lighting system at Dove Library. • Remodeled the Farmers Insurance Claim Building to be used for surplus storage. Vehicle Maintenance • Procured four electric vehicles. • Implemented new Computerized Maintenance Management System. • Ninety-seven percent (97%) of scheduled preventive maintenance work orders were completed within 48 hours from the time the vehicle was delivered to the shop. Vehicle Replacement • Fifty-six vehicles met the replacement criteria. Of the 56 vehicles, 21 were replaced in the City's fleet. Nine of the 21 vehicles were downsized. • Purchased three additional vehicles that were approved in the Capital Outlay Budget. KEY GOALS FOR 2003-04: Top-Quality Services • Fully implement the Computerized Maintenance Management System (CMMS) into the Parks Maintenance and Street Trees and Median Divisions. Includes the creation and revision of written work order administrative procedures, and training of appropriate administrative and field staff on the CMMS. • Develop and implement pilot programs for each division that will identify new opportunities for efficiencies either through consolidation, process improvement, and/or contracting. • Achieve Facilities performance measurement benchmark for completing priority three and priority four work orders by implementing the Action Plan in the 2003 State of Effectiveness Report. Environmental Management • Reduce energy usage by 3% and fuel consumption by 1% (3,000 gallons) to improve air quality that will ensure a higher quality of life in the community. B-142 PROGRAM: FUND: PROGRAM GROUP: PARK MAINTENANCE GENERAL GENERAL SERVICES ACCTNO. 0015020 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 1,051,111 1,475,763 35,586 2,562,460 20,15 7.75 2001-02 ACTUAL 1,183,714 1,490,282 18,394 2,692,390 20.15 7.35 2002-03 BUDGET 1,310,584 1,894,913 0 3,205,497 21.35 7.15 2003-04 BUDGET 1,610,422 1,872,459 49,795 3,532,676 23.75 9.85 WORK PROGRAM: Maintain, preserve, and enhance 315 acres of park facilities, school athletic fields, beach accesses, and landscapes at various civic facilities. This includes the maintenance of eight community parks and 26 special use areas. Manage over 625 acres of open space/undeveloped areas and provide services to other departments as well as community groups. The total acreage of park sites maintained includes 20 acres at Leo Carrillo Ranch Park. PERFORMANCE MEASUREMENTS: • Benchmark One hundred percent (100%) of safety work orders are addressed within 24 hours of being identified/reported. "Addressed" means a safety work order will be inspected and assigned a course of action and any immediate safety hazard resolved. Ninety percent (90%) of safety work orders were resolved within 72 hours after being addressed. Result One hundred percent (100%) of safety work orders were addressed within 24 hours of being identified/reported. Thirty-one percent (31%) were resolved within 72 hours after being addressed. • Benchmark Ninety percent (90%) of customers rate the condition of developed parks as good to excellent. Result Ninety-one percent (91%) of customers rate the condition of developed parks as good to excellent. PROGRAM ACTIVITIES: Turf and Landscape Maintenance • Direct management of 112 acres of turf and 203 acres of landscaping. Duties include mowing, fertilization, renovation, re-planting, trimming, pesticide application, raking leaves/debris, turf sweeping, weeding cultivation, edging, aerating, re-seeding, irrigation programming maintenance, equipment maintenance, and contract administration for landscape services. Restroom Maintenance/Litter Control/Picnic Area Services • Inspect, maintain, clean, paint, and repair 9 separate restroom facilities (as well as 8 portable units) 7 days per week. Cleaning, restocking, sanitizing, painting, and plumbing repairs comprise the duties of this activity. Also associated with this activity is litter control. All parks, beach accesses, and beach areas are cleaned 4+ times weekly to remove all litter and service all trash receptacles. B-143 PROGRAM: FUND: PROGRAM GROUP: PARK MAINTENANCE GENERAL GENERAL SERVICES PAGE TWO ACCTNO. 0015020 PROGRAM ACTIVITIES (continued) Court/Field/Tot Lot Maintenance • Maintain 22 tennis courts, 14 basketball courts, 16 soccer fields, and 30 Softball/baseball fields. All athletic courts are cleaned/inspected on a weekly basis. Duties involve washing down, sweeping off, blowing off, fence inspections/repairs, and paving surface inspections. In addition, this activity includes weekly maintenance of all tot lots in the City. This includes sand raking/leveling, sand rototilling, play equipment inspection and repair, and the necessary documentation of such actions. Irrigation Maintenance • Maintain all landscape irrigation systems of City facilities. This includes programming over 103 different controllers, with over 1,476 valves. Duties include replacement, repair, trouble shooting, and data entry/programming using the centralized irrigation system. Open Space Maintenance • Provide maintenance activities to City-owned open space and areas of additional maintenance responsibilities. Duties include trash removal, clean-up, and weed abatement. Miscellaneous Maintenance/Repair and Special Requests • These activities, which are difficult to measure, include repair and upgrading park structures, facilities, play equipment, and fencing, and the installation of play equipment, bleachers, drinking fountains, soccer goals, trash enclosures, concrete work, and painting projects. These additional activities also include special projects and requests by the community for turf installation, sculpture installation, various redevelopment requests, and community garden needs. The total amount of time spent on these activities amounts to approximately 12% of park maintenance activities. WORKLOAD STATISTICS: Maintenance Activities Performed (Total Hours) Sites Maintained 26% Other 21% School Fields 15,000-, 10,000 5,000 n. 10,350 9,400 3,700 J I— ^fS. 4,300 3,100 — n 1 1 1 53% Developed Parkland SIGNIFICANT CHANGES: Several positions were reallocated from other areas to Public Works to better reflect the work performed. One full- time Park Maintenance Worker position and one part-time FTE was added to maintain Leo Carrillo Park. B-144 PROGRAM: FUND: PROGRAM GROUP: FACILITIES MAINTENANCE GENERAL GENERAL SERVICES ACCTNO. 0015060 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 843,069 1,194,399 30,919 2001-02 ACTUAL 979,529 1,165,241 1,133 2,068,387| 2,145,903 20.40 1.00 20.40 1.50 2002-03 BUDGET 1,191,669 1,435,907 64,500 2,692,076 20.60 2.05 2003-04 BUDGET 1,255,868 1,526,047 21 ,550 2,803,465 20.60 2.50 WORK PROGRAM: Maintain City facilities to provide safe, attractive buildings for the City to conduct its business and provide services to the community. PERFORMANCE MEASURES: • Benchmark Ninety percent (90%) of internal surveys returned indicate the overall quality of service by Facilities Maintenance as good to excellent. Result Eighty-one percent (81%) of internal surveys returned indicated the overall quality of service by Facilities Maintenance as good to excellent. • Benchmark Ninety percent (90%) of priority one work orders completed within 24 hours; ninety percent (90%) of priority two work orders completed within 72 hours; ninety percent (90%) of priority three work orders completed within 20 days; ninety percent (90%) of priority four work orders completed within 30 days. Result Ninety-seven percent (97%) of priority one work orders completed within 24 hours; ninety-seven percent (97%) of priority two work orders completed within 72 hours; eighty-four percent (84%) of priority three work orders completed within 20 days; eighty-two percent (82%) of priority four work orders completed within 30 days. • Benchmark Carlsbad maintenance cost per square foot does not exceed $4.85. This benchmark was established based on information reported in the baseline year (2000) and has been adjusted annually by the San Diego Consumer Price Index (2001 = 5.73%; 2002 = 2.95%). Result Fiscal Year 2000 2001 2002 Expenditures $1,833,587* $2,037,475 $2,144,771 Total Square Feet 411,607 403,527 403,527 Cost per Square Foot $4.45 $5.05 $5.32 Benchmark $4.45 $4.78** $4.92 * Figures revised to include custodial expenditures. ** Benchmark adjusted by an additional 1.47% due to market salary adjustments in addition to standard COLA. B-145 PROGRAM: FUND: PROGRAM GROUP: FACILITIES MAINTENANCE GENERAL GENERAL SERVICES PAGE TWO ACCTNO. 0015060 PROGRAM ACTIVITIES: Building Maintenance • Perform repairs and alterations as required to maintain and operate City facilities at a professional level. Perform emergency repairs to eliminate hazards of unsanitary conditions and reduce liability. Remodel and/or renovate City facilities to accommodate programmatic changes for City departments. Provide assistance in the relocation of staff and/or office furnishings as required. Implement and manage a preventative maintenance program for major mechanical systems, roofing, and painting. Custodial Services • Provide professional level custodial services for all City facilities by utilizing City staff in the major buildings and contract services in the smaller buildings. Contract Maintenance • Prepare and administer contracts for all building maintenance services (i.e., HVAC, plumbing, electrical, construction projects, and custodial services). Property Management • Negotiate, prepare, and administer acquisition and revenue leases by the City. Act as liaison with property owners to ensure facilities meet City requirements. WORKLOAD STATISTICS: 1,500 1,000 500 0 Total Work Orders 1,242 Facilities Maintenance Services 980 66% In-House FY02 FY03 (Est.) 34% Contract SIGNIFICANT CHANGES: None. B-146 PROGRAM: FUND: PROGRAM GROUP: STREET TREE MAINTENANCE MAINTENANCE ASSESSMENT GENERAL SERVICES ACCTNO. 1605023 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL. TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 285,276 256,752 5,625 2001-02 ACTUAL 374,929 267,871 0 2002-03 BUDGET 384,242 342,917 0 547,653| 642,800| 727,159 5.90 2.00 5.90 1.75 5.90 • 1.75 2003-04 BUDGET 373,972 324,007 0 697,979 5.40 0.75 WORK PROGRAM: The Street Tree Division provides maintenance to all trees in the public right-of-way, and provides maintenance services in Carlsbad's downtown Village, beach accesses, open space areas, and at City facilities. PROGRAM ACTIVITIES: Street Trees • This division program provides maintenance for over 15,000 trees on City right-of-ways. The maintenance consists of pruning, planting, watering, removing, replacing, and root pruning. The division annually responds to over 900 street tree work orders/requests, removes approximately 25 trees, and plants over 400 trees annually to help meet the City Council's tree policy. Contractual Tree Maintenance • This program provides an ongoing program for contracting, administering, and overseeing the street tree maintenance program beyond the scope of the division. WORKLOAD STATISTICS: 1,146 400 300 Trimmed Removed Planted SIGNIFICANT CHANGES: Fifty percent (50%) of a Tree Trimmer II position was transferred to the Parks Maintenance budget B-147 PROGRAM: FUND: PROGRAM GROUP: MEDIAN MAINTENANCE MAINTENANCE ASSESSMENT GENERAL SERVICES ACCTNO. 1615024 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 208,189 321,343 0 529,532 2.90 2.00 2001-02 ACTUAL 190,742 343,159 0 533,901 2.90 1.50 2002-03 BUDGET 206,814 370,966 0 577,780 2.50 1.50 2003-04 BUDGET 139,994 364,847 0 504,841 1.60 0.25 WORK PROGRAM: Provide weekly landscape maintenance and litter control to all City medians and redevelop landscape improvement areas. PROGRAM ACTIVITIES: Medians • Maintain on a weekly basis over 56 acres of landscaped medians. Maintenance includes trash pick-up, weed control pruning, planting, pesticide application, removals, replanting, and irrigation repair/adjustment. Contractual Median Maintenance • Provide ongoing program for contracting, administering, and overseeing median maintenance for over 43 acres of City medians. Streetscape Maintenance • Maintain approximately eight (8) acres of high-maintenance areas including planter boxes, downtown fountain, pond, landscape pockets, and parking lots. Maintenance activities consist of litter control, weed control, pruning, planting, pesticide/fertilizer application, irrigation repair/adjustment, parking lot sweeping, fountain maintenance, and related duties with Streetscape improvements. WORKLOAD STATISTICS: Acres Maintained 80% Contract 20% In-House SIGNIFICANT CHANGES: Two positions (.90%) were reallocated to the Parks budget to more accurately reflect the work performed. B-148 PROGRAM: FUND: PROGRAM GROUP: VEHICLE MAINTENANCE INTERNAL SERVICE GENERAL SERVICES ACCTNO. 6205060 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY 2000-01 ACTUAL 427,546 1,139,257 0 2001-02 ACTUAL 476,436 1,154,618 9,597 2002-03 BUDGET 516,988 1,306,303 0 2003-04 BUDGET 585,289 1,274,131 30,000 GRAND TOTAL | 1,566,803| 1, 640,651 1 1, 823,291 1 1,889,420 FULL TIME POSITIONS HQURLY/FTE POSITIONS 6,40 0.50 ,7,90 0.00 7,90 0.00 7.90 0.00 WORK PROGRAM: Fleet Operations is an Internal Service fund within the City, which provides continuous repair and maintenance service for City-owned vehicles and equipment operated by City departments. Fees developed on a cost recovery system based on a per-mile/hour charge by class of vehicle generate revenues to this department. This program involves all facets of vehicle repair, maintenance, and parts; ensures that adequate supplies of fuel and oil are available to operating departments; administers the collection and disposal of hazardous waste generated by City departments; and oversees the collection of used oil and batteries from Carlsbad citizens and disposes of same in accordance with County and State regulations. The fleet is comprised of 287 vehicles and 129 other pieces of equipment. PERFORMANCE MEASURES: • Benchmark Ninety percent (90%) of scheduled preventive maintenance work orders are completed within 48 hours from the time the vehicle is delivered to the shop. Result Ninety-seven percent (97%) of scheduled preventative maintenance work orders were completed within 48 hours from the time the vehicle was delivered to the shop. • Benchmark Ninety percent (90%) of internal surveys returned indicate the overall quality of service by Fleet Maintenance as good or excellent. Result Eighty-one percent (81%) of internal surveys returned indicated the overall quality of service by Fleet Maintenance as good or excellent. PROGRAM ACTIVITIES: Repair and Maintenance • Provide routine preventative maintenance and repairs for the fleet; inspect vehicles required for the Biannual Inspection of Terminals (BIT) and smog programs; sublet repairs to vendors as necessary; make road calls for units disabled in the field. Auto Parts • Secure needed items for the maintenance and repair of the fleet through cooperative buying with other cities or through State Net Discount; provide a perpetual inventory and automatically reorder quantities through the automated management system. B-149 PROGRAM: FUND: PROGRAM GROUP: VEHICLE MAINTENANCE INTERNAL SERVICE GENERAL SERVICES PAGE TWO ACCTNO. 6205060 PROGRAM ACTIVITIES (continued) Fuel and Oil • Secure the necessary fuel and lubricating oil stocks through cooperative buying contracts with other agencies; maintain sufficient stock on hand for emergencies; continue to supply fuels and lubricating oils to the Carlsbad Unified School District, San Dieguito Union High School District, Cannon Pacific Services, and Encina Wastewater Authority; monitor fuel tanks in accordance with State and County regulations. WORKLOAD STATISTICS: NUMBER OF REPAIRS 841 833 870 230 Prevents tive Maintenance Shop Repairs Vendor Repairs SIGNIFICANT CHANGES: None. B-150 PROGRAM: FUND: PROGRAM GROUP: VEHICLE REPLACEMENT INTERNAL SERVICE GENERAL SERVICES ACCTNO. 6215061 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 0 1 ,079,331 0 1,079,331 0.00 0,00 2001-02 ACTUAL 0 1,179,122 0 1,179,122 ; o.oo 0.00 2002-03 BUDGET 0 60,000 1,607,000 1,667,000 0.00 0.00 2003-04 BUDGET 0 60,000 813,000 873,000 0.00 0.00 WORK PROGRAM: This program sets a replacement charge for each piece of equipment in the City's motorized rental fleet with a value of $5,000 or greater. This includes the determination of the economic life of individual units set forth in Administrative Order No. 3; the development of proper specifications to suit users' needs; outfitting of new units before being placed into service; and preparing replaced units for sale at auction or to interested public agencies or special districts. The replacement of units enables the City to meet clean air requirements of the San Diego Basin and ensures a more cost-effective fleet. PROGRAM ACTIVITIES: Fund Maintenance • Calculate future acquisition costs for units costing $5,000 or more in the rental fleet and establish an average replacement charge by unit class. Specification Writing • Write specifications for the purchase of replacement units combining the needs of the users and economic reality of the City. Purchase and Disposal • In partnership with the Purchasing Department, buy replacement units through the public bid process or in cooperation with other public agencies through cooperative purchasing programs. Arrange for the public auction of replaced units or sell them to other interested public agencies or special districts. WORKLOAD STATISTICS: 402 411 415 Vehicle/Equipment Vehicle/Equipment Acquired Disposed Total Units SIGNIFICANT CHANGES: Of the 58 units that met the replacement criteria outlined in Administrative Order No. 3, only 21 vehicles were selected for replacement in FY04. Of the 21 units selected for replacement, nine vehicles were downsized. B-151 PROGRAM: FUND: PROGRAM GROUP: CARLSBAD GOLF COURSE ENTERPRISE GENERAL SERVICES ACCTNO. 5725001 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 0 144,330 0 144,330 0,00 0.00 2001-02 ACTUAL 0 168,967 0 168,967 0.00 0.00 2002-03 BUDGET 0 300,000 0 300,000 . 0.00 0.00 2003-04 BUDGET 0 300,000 0 300,000 0,00 0.00 WORK PROGRAM: Community Services and Park Development will assist the Project Oversight Committee in developing a municipal golf course. PROGRAM ACTIVITIES: Continued Land Management Plan • Maintain the proposed golf course property to retain the viability of the project development. Project Processing • Continue environmental processing through USF&W, CDF&G, and the Coastal Commission. SIGNIFICANT CHANGES: None. PERFORMANCE OBJECTIVES: • Land Management Program: • Prevent further encroachment of existing habitat. • Remove unprotected and insignificant native vegetation from project footprint. • Pay taxes and assessments on land held for development. Preparation, review, and analysis of proposed golf course plan. Retain environmental consultant and process EIR. Process approvals for the golf course. Meet with Golf Course Steering Committee on an as-needed basis. B-152 PROGRAM: FUND: PROGRAM GROUP: MAINTENANCE & OPERATIONS VARIOUS MAINTENANCE & OPERATIONS SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 4,086,731 21,733,762 65,485 25,885,978 70.30 : 0.50 2001-02 ACTUAL 4,377,161 21,569,655 115,394 26,062,210 70.30 0.50 2002-03 BUDGET 4,648,340 26,569,997 261,667 31,480,004 68.90 0.50 2003-04 BUDGET 4,921 ,439 27,590,926 144,600 32,656,965 69.90 0.20 PROGRAM GROUP DESCRIPTION: This department is responsible for preventive maintenance, repair, and operations of City and water district infrastructure including City streets, water and sanitation systems, and management of the City's Solid Waste Program. PROGRAM ACTIVITIES: Sanitation Operations Recycled Water Street Maintenance Street Lighting Traffic Signals Water Operations KEY ACHIEVEMENTS FOR 2002-03: Street Maintenance • Installed 2 pedestrian access ramps on Calle Acervo in front of school. • Installed 2 pedestrian access ramps on the 5300 block of Paseo del Norte. • Installed 100 feet of 5-foot sidewalk and 1 pedestrian access ramp on Basswood Avenue at Donna Drive. • Installed class II base material footpath along Avenida Encinas between the Poinsettia Coaster Station and the Embarcadero Lane entrance. • Installed ground water leach system and curb drain boxes on Palenque Street. • Installed drainage system, asphalt berm, and asphalt pavement in front of 3265 Highland Drive. • Installed drainage system, asphalt berm, and asphalt pavement on Crest Drive. • Repaired 12-foot storm drain from top of slope to existing outfall on Buena Vista Circle. • Installed new 5-foot sidewalk between Cacatua Street and Unicornio Street on El Fuerte Street. • Installed new asphalt pavement on tot lot at Kruger House. • Installed class II material parking lot, drainage pipe and cover, and asphalt approach at Zone 5 Park. • Removed dirt planter areas, capped with cement, and restriped parking stalls in the Police Department vehicle parking lot. B-153 PROGRAM: MAINTENANCE & OPERATIONS PAGE TWO FUND: VARIOUS PROGRAM GROUP: MAINTENANCE & OPERATIONS SUMMARY KEY ACHIEVEMENTS FOR 2002-03 (continued): Traffic Signal Maintenance • Painted traffic heads at 5 intersections. • Installed 6 battery backups at critical intersections. • Replaced deteriorated cabinet at Avenida Encinas and San Lucas. • Installed video detection for NB and NBL at El Camino Real and La Costa Avenue. • Installed video detection at College and Faraday. • Replaced malfunctioning cabinet at El Camino Real and Kelly. • Replaced damaged cabinet at Carlsbad Village Drive and Pontiac. • Replaced malfunctioning cabinet at Palomar Airport Road and Palomar Oaks Way. KEY GOALS FOR 2003-04: Top-Quality Services • Develop and implement revised operational procedures for each division that will identify new opportunities for efficiencies through task consolidation, process improvement, and/or contracting. • Begin pilot program for roadway striping and crack sealing operations to enhance the "rideability" of Carlsbad streets. • Fully implement the Computerized Maintenance Management System (CMMS) in the Construction/Maintenance Division. Includes revisions to existing work order administrative procedures, and training of appropriate administrative and field staff on the CMMS. • Implement Threshold "T" Valve installations at all sites that require backflow testing. Use of this equipment will minimize and/or eliminate interruptions of water service to customers during annual testing. Environmental Management • Prevent or reduce pollutants in runoff from all municipal land use areas and activities by continuing implemented storm drain and sewer collection BMP's and evaluating their effectiveness. B-154 PROGRAM: FUND: PROGRAM GROUP: STREET MAINTENANCE GENERAL MAINTENANCE & OPERATIONS ACCTNO. 0016355 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY^FTE POSITIONS 2000-01 ACTUAL 1,026,961 1,007,043 7,513 2001-02 ACTUAL 1,113,009 1,159,799 0 2,041, 51 7| 2,272,808 -21.25 0,00 21,25 0.00 2002-03 BUDGET 1,171,632 1,328,145 4,310 2003-04 BUDGET 1,202,411 1,408,838 0 2,504,087| 2,611,249 19.50 0.00 19,50 : 0.00 WORK PROGRAM: The Street Maintenance Division performs street and roadside maintenance to maximize the safety and circulation efficiency of the roadway system. PERFORMANCE MEASURES: Roadway Cost Efficiency: • Benchmark Cost per mile of roadway will not exceed $5,878 per street-mile. Results Cost per mile of roadway equaled $5,598 in 2001-02. Roadway Safety: • Benchmark One hundred percent (100%) of roadway segments meet CalTrans collision rates. Results Ninety-five percent (95%) of Carlsbad's roadway segments meet CalTrans collision rates. Roadway Circulation: • Benchmark Travel times on Palomar Airport Road and on El Camino Real as measured June 2000. Results Travel time decreased on Palomar Airport Road and increased on El Camino Real when measured December 2002. Roadway Rideability: • Benchmark Average Pavement Condition Index (PCI) in the 70-85 range. Measurement: Average PCI of 75 as measured in most recent survey, 1997-98. PROGRAM ACTIVITIES: Contract Management • Contract Management consists of contract design, inspection, and support. Roadside Maintenance • Roadside Maintenance activities consist of weed abatement, litter pickup, debris hauling, cement repair, and guardrail maintenance. Drainage System Maintenance • The cleaning of brow ditches, catch basins, drainageways, and gutters. B-155 PROGRAM: FUND: PROGRAM GROUP: STREET MAINTENANCE GENERAL MAINTENANCE & OPERATIONS PAGE TWO ACCTNO. 0016355 PROGRAM ACTIVITIES (continued) City Sign Maintenance • Fabricate, install, and maintain all traffic, street name, and special signs throughout the City. Asphalt • Consists of crack sealing, surface patching, trench repair, base replacement, and pothole patching. Painting • Consists of graffiti removal, line striping, crosswalks and stop bars, pavement messages, and curb and bull nose painting. WORKLOAD STATISTICS PW STREET MAINTENANCE 2002 STAFF HOUR TOTALS Painting 9.85% Asphalt 11.30% Misc Maintenance 16.06% Contract Management 11.3% Signs 2.57%Drainage 21.26% Customer Services 8.4% Roadside 19.26% SIGNIFICANT CHANGES: None. B-156 PROGRAM: FUND: PROGRAM GROUP: TRAFFIC SIGNAL MAINTENANCE GENERAL MAINTENANCE & OPERATIONS ACCTNO. 0016370 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 55,005 688,559 0 743,564 0.95 Q.QO= 2001-02 ACTUAL 60,616 425,663 98,069 584,348 0,95 0.00 2002-03 BUDGET 61,385 578,714 45,256 685,355 0.95 0.00 2003-04 BUDGET 63,145 593,053 120,000 776,198 0.95 0.00 WORK PROGRAM: Maintain the City's traffic signal system. PROGRAM ACTIVITIES: Customer Requests • Respond to traffic signal repair requests. Contract Administration • Administer traffic signal maintenance agreement. USA Markouts • Mark underground utilities in coordination of the Dig Alert system. Inspection/Construction Coordination • Coordinate and inspect the installation and modification of traffic signals. WORKLOAD STATISTICS: PUBLIC WORKS TRAFFIC SIGNALS STAFF HOUR TOTALS I Miscellaneous 23.6% H Contract Admin 4.64% • USA Markouts 8.04% 03 Inspection / Coordination 1.88% D Special Projects 6.1% D Customer Requests 54.54% SIGNIFICANT CHANGES: None. B-157 PROGRAM: FUND: PROGRAM GROUP: STREET LIGHTING MAINTENANCE ASSESSMENT MAINTENANCE & OPERATIONS ACCTNO. 1626357 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TOE POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 202,608 641,129 0 843,737 - - -. 2.85 0.00 2001-02 ACTUAL 164,014 704,556 14,210 2002-03 BUDGET 186,630 952,811 0 882,780| 1,139,441 2.85 0.00 2.40 0.00 2003-04 BUDGET 154,805 1,010,229 0 1,165,034 1.85 0.00 WORK PROGRAM: Maintain the City's street lighting system to maximize the safety and circulation efficiency of the roadway system. PROGRAM ACTIVITIES: Customer Requests • Respond to street light repair requests. Circuits • Troubleshoot or repair of underground circuits and associated equipment. USA Markouts • Mark underground utilities in coordination with the Dig Alert system. Surveillance and Repair • Perform night surveillance to identify and schedule needed repairs. System Upgrades • Installation of technological advances. WORKLOAD STATISTICS: B Inspection/ D Miscellaneous Coordination 4% • Special 6% Projects 6.1B System Upgrades 8.4% B Circuits 1.2% D Surveillances Repair 15.18% SIGNIFICANT CHANGES: None. D Customer Requests 39.2% I USA Markouts 19% B-158 PROGRAM: FUND: PROGRAM GROUP: BUENA VISTA CHANNEL MAINTENANCE MAINTENANCE ASSESSMENT MAINTENANCE & OPERATIONS ACCT NO. 1636312 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 0 7,176 0 2001-02 ACTUAL 0 25,809 0 2002-03 BUDGET 0 1,590 0 2003-04 BUDGET 0 1,629 0 7,176| 25,809| 1,590| 1,629 0.00 0.00 0,00 0,00 : 0.00 0,00 0.00 0.00 WORK PROGRAM: The Buena Vista Channel Maintenance Assessment District was created to ensure that adequate monies would be collected to administer and maintain the Buena Vista Creek from Jefferson to Haymar Bridge. Property owners are assessed annually and the revenues are placed in a fund to cover the costs of major dredging of the creek, which could occur every four years. The last major clearing was completed in March of 1997. PROGRAM ACTIVITIES: • Administration of the Buena Vista Channel Maintenance District, monitoring revenues and calculating fees. • Monitoring and periodic clearing of the overgrowth and silt within the channel. WORKLOAD STATISTICS: • Because the dredging of the channel only occurs every four years, there are no statistics available and no performance measures have been identified for this program. KEY GOALS FOR 2003-04: Top-Quality Services • Evaluate alternative strategies following drainage studies in light of up-scaled environmental clearances/mitigation measures to ensure desired drainage patterns. SIGNIFICANT CHANGES: Periodic cleaning of the overgrowth and silt that impedes the free flow of water in the creek channel will be done using carryforward budget. B-159 PROGRAM: FUND: PROGRAM GROUP: WATER OPERATIONS WATER ENTERPRISE MAINTENANCE & OPERATIONS ACCTNO. 5016310/5026310 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 2,160,295 15,300,675 53,676 17,514,646 30,00 0.50 2001-02 ACTUAL 2,315,045 15,218,240 0 2002-03 BUDGET 2,390,299 18,823,128 205,801 17,533,285| 21,419,228 30.00 0.50 34.60 0.25 2003-04 BUDGET 2,506,467 18,552,223 0 21,058,690 34.30 0.00 PROGRAM GROUP DESCRIPTION: The Carlsbad Municipal Water District, a subsidiary district of the City of Carlsbad, provides potable water service to approximately 85% of the City (66,300 customers). The District purchases 100% of its potable water as treated water from the Metropolitan Water District and the San Diego County Water Authority. PROGRAM ACTIVITIES: Administration • Provide support for Maintenance and Operations programs; coordinate budget development and fiscal activities; maintain payroll records and time card administration; coordinate interdepartmental and interagency communications. Construction Maintenance • Provide water and wastewater maintenance, scheduled and performed to provide a high level of maintenance for infrastructure and maintained to ensure safe and efficient distribution and collection systems. Water Operations • Provide operation and maintenance of the potable and recycled water reservoirs, pumping, regulating, and disinfection activities; collect water quality samples to ensure compliance with State and federal regulations. Cross-Connection Control • Implement and enforce cross-connection control of potable and recycled water systems to ensure a safe supply of potable water, and compliance with State and federal regulations. Meter Services • Collect water customer usage data for utility billing to ensure financial viability of the District through timely and accurate revenue collections; provide customer service for water utility customers; and assist construction and maintenance operations. PERFORMANCE/WORKLOAD MEASURES: Water Quality • Ninety-eight percent (98%) of bacteria samples free of coliform bacteria as adopted by the City's Performance Measurement Team. The State requirement is that less than 5 percent of all samples collected during any month are total coliform-positive. Fiscal Year 1998-99 1999-00 2000-01 2001-02 Number Collected 1,428 1,615 1,725 1,719 Total Positive 3 1 3 1 Total Bacteria-Free 1,425 1,614 1,722 1,718 Percent Bacteria-Free 99.0% 99.9% 99.8% 99.9% B-160 PROGRAM: FUND: PROGRAM GROUP: WATER OPERATIONS WATER ENTERPRISE MAINTENANCE & OPERATIONS PAGE TWO ACCTNO. 5016310/5026310 PERFORMANCE/WORKLOAD MEASURES (continued) Water Reliability • Annual number of hours per mile of distribution line that a water main is out of service will not exceed a total of .05 hours in a year. Fiscal Year 1998-99 1999-00 2000-01 2001-02 Water Delivery Efficiency Total Hours 18 17 0 0 Miles Distribution Lines 350 400 410 431 Hours/Mile Distribution Line .05 .04 0.00 0.00 Annual water loss not to exceed six percent as set by SMWD (City) Standard Bulletin 166-4, Urban Water Use in California, August 1994. Distribution system losses commonly range between 6% and 15%. AWWA recommends that the loss after treatment be maintained at 10% or less. Fiscal Year 1998-99 1999-00 2000-01 2001-02 Water Loss 4.87% 5.36% 4.29% 4.24% Total annual expenditures per acre-foot of water delivered. Fiscal Year 1998-99 1999-00 2000-01 2001-02 Cost per Acre-Foot $852 $877 $902 $883 WORKLOAD STATISTICS: Water Use Data Collection 30.1% Fire Hydrant Replacement/Repair 1.98%Fire Hydrant Maintenance 1.29% Water Service Turn • Off/On 13.3% Daily Operations/System Maintenance 23.4% Flow Control Station Valve Maintenance Maintenance 5.68% 3.46% SIGNIFICANT CHANGES: None. B-161 PROGRAM: FUND: PROGRAM GROUP: WASTEWATER OPERATIONS WASTEWATER ENTERPRISE MAINTENANCE & OPERATIONS ACCTNO. 5116310 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 'ACTUAL 588,774 3,881,612 4,296 4,474,682 15.00 0.00 2001-02 ACTUAL 669,029 3,881,548 0 4,550,577 15.00 0,00 2002-03 BUDGET 764,731 4,735,862 6,300 5,506,893 11,20 0.25 2003-04 BUDGET 894,041 5,848,763 24,600 6,767,404 12,70 0.00 PROGRAM GROUP DESCRIPTION: The City of Carlsbad operates and maintains a sanitary sewer collection system, which covers approximately 65% of the geographic area of the City. Sewage is treated by the Encina Wastewater Treatment Plant, a facility jointly owned by the Cities of Carlsbad and Vista, the Leucadia County Water District, the Vallecitos Water District, the Buena Vista Sanitation District, and the Encinitas Sanitary District. PERFORMANCE MEASURES: Sewer Line Integrity • Annual number of spills not to exceed 1.17 gallons per foot of sewer mains per year. Fiscal Year 1999-00 2000-01 Gallons Spilled 895,651 2,116,992 Total Feet of Mains 765,600 765,600 Spills per Foot 1.77 2.77 Sewer Cost Efficiency • Annual cost of service per million gallons of sewage will not exceed $1,028. This benchmark was established at baseline level and will be reviewed and revised, if necessary, annually. Fiscal Year Expenses Flow - mgd Annual Flow $/mg 1997-98 $2,364,962.00 5.10 1,861.50 $1,270.00 1998-99 $2,244,652.00 5.98 2,182.70 $1,028.00 1999-00 $2,233,201.00 6.34 2,314.10 $965.00 2000-01 $2,308,593.00 6.24 2,372.50 $973.00 B-162 PROGRAM: FUND: PROGRAM GROUP: WASTEWATER OPERATIONS WASTEWATER ENTERPRISE MAINTENANCE & OPERATIONS PAGE TWO ACCTNO. 5116310 WORKLOAD STATISTICS: Sewer Main Cleaning 14.15% FTE Sewer Lateral Main Maintenance 4.36% FTE Sewer Lateral Main Stoppage 1,33% FTE Sewer Lateral Main Research 3.99% FTE SIGNIFICANT CHANGES: None. B-163 PROGRAM: FUND: PROGRAM GROUP: SOLID WASTE MANAGEMENT SOLID WASTE ENTERPRISE MAINTENANCE AND OPERATIONS ACCTNO. 5206375 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2000-01 ACTUAL 53,088 207,568 0 260,656 0,25 0.00 2001-02 ACTUAL 55,448 154,040 3,115 212,603 0.25 0.00 2002-03 BUDGET 73,663 149,747 0 223,410 0.25 0.00 2003-04 BUDGET 100,570 176,191 0 276,761 0.60 0.20 WORK PROGRAM: The Solid Waste Division of the Public Works Department promotes cost-effective solid waste management programs through recycling, source reduction, composting, solid waste transfer, and other non-traditional programs. PERFORMANCE MEASURES: Customer Satisfaction • Seventy-nine point five percent (79.5%) rate solid waste services as "Good" or "Excellent." Cost Efficiency • Residential rates (adjusted for City fees) are the lowest in the County. Diversion • Year 2001 Diversion rate as reported to the California Integrated Waste Management Board: fifty-five percent (55%). PROGRAM ACTIVITIES: AB939 • Implement components of Source Reduction and Recycling Element (SRRE) and Household Hazardous Waste Element (HHWE). Coordinate activities with Countywide Technical Advisory Committee. As required, prepare and submit reports and documents. Solid Waste • Ensure collection and disposal of solid waste generated in Carlsbad; coordinate activities with regional groups; administer and monitor the solid waste services contract; and review reports and rate requests from authorized collector. Recycling/Diversion • Prepare and administer recycling contract. Prepare State and County grant applications. Attend regional recycling meetings and coordinate City efforts with other agencies. Coordinate and monitor all recycling programs. SIGNIFICANT CHANGES: .35 FTE was reallocated to this budget from Public Works Administration to better reflect actual staff time required to support Solid Waste programs. B-164