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HomeMy WebLinkAbout; ; 2008 - 2009 Operating Budget & CIP Part 1; 2008-07-01CARLSBAD H CALIFORNIA .—. ; Cffy o£ CaxAubad 200$-2009 0/wtatina BUJ^^ City of Carlsbad 2008-09 Operating Budget and Capital Improvement Program Mayor Claude "Bud" Lewis City Council Matt Hall Ann Kulchin Julie Nygaard Mark Packard City Manager Lisa Hildabrand Deputy City Manager James F. Elliott Prepared by the Finance Department Finance Director Lisa Irvine, M.B.A. Website: www.carlsbadca.Qov Cover design by: Kelly Hock CITY OF CARLSBAD, CALIFORNIA 2008-2009 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 2008-09 Budget Highlights A-3 Budget Process A-4 Strategic Goals A-4 Budget Summary A-20 Personnel Allocations A-21 2008-09 Budget Calendar A-23 Budget Awards A-24 OPERATING BUDGET Overview B-1 Projected Fund Balances B-14 Revenue Estimates B-16 Budget Expenditure Schedule B-22 Program Summaries Policy & Leadership Group Policy and Leadership Group Summary C-1 City Council C-2 City Clerk C-4 City Treasurer C-5 City Manager C-7 Communication C-9 City Attorney C-11 Administrative Services Administrative Services Summary D-1 Administration D-2 Finance D-3 Human Resources D-5 Records Management D-7 Workers' Compensation D-8 Risk Management D-9 Self-Insured Benefits D-10 Information Technology D-11 Miscellaneous Non-Departmental D-13 Public Safety Public Safety Summary E-1 Police Department Summary E-2 Administration E-4 CITY OF CARLSBAD, CALIFORNIA 2008-2009 BUDGET TABLE OF CONTENTS Public Safety (continued) Field Operations E-5 Community Services E-6 Canine E-8 Investigations/Field Evidence E-9 Vice/Narcotics E-11 Youth/School Programs E-12 Property and Evidence/Records E-13 Family Services E-14 Task Force E-15 Support Operations E-16 Communications Center E-17 Various Asset Forfeiture E-18 Community Oriented Policing E-19 Police Grants E-20 Fire Department Summary E-21 Administration E-23 Emergency Operations E-24 Fire Prevention E-25 Weed Abatement E-26 Disaster Preparedness E-27 Community Development Community Development Summary F-1 Administration F-2 Land Use Planning & Planning Commission F-4 Geographic Information System F-6 Economic Development F-8 Building Inspection F-10 Housing & Redevelopment Summary F-11 Affordable Housing F-12 Rental Assistance F-13 Community Development Block Grant : F-14 Redevelopment Operations Village Area F-16 Low/Moderate Income Housing Village Area F-18 Redevelopment Operations South Carlsbad Coastal Area F-19 Low/Moderate Income Housing South Carlsbad Coastal Area F-20 Community Services Community Services Summary G-1 Library Summary G-2 Georgina Cole Library ; G-3 Carlsbad City Library (Dove Library) G-5 Centre de Informacion G-7 Technical Services G-8 Collection Development & Acquisitions G-9 Media Services G-10 Adult Learning Program G-12 Programs, Exhibits & Graphics G-13 Cultural Arts Summary G-14 CITY OF CARLSBAD, CALIFORNIA 2008-2009 BUDGET TABLE OF CONTENTS Community Services (continued) Arts Office G-16 Sister City G-18 Cultural Arts Donations G-19 Recreation Summary G-20 Park Planning & Recreation Management G-22 Recreation Fee Supported G-24 Recreation - Aquatics G-27 Recreation - Agua Hedionda Lagoon Permits G-30 Recreation Operations G-31 Senior Programs G-33 Public Works Public Works Summary H-1 Administration H-2 Engineering Summary H-4 General / Water & Sewer Enterprise H-5 Engineering Storm Water H-9 General Services Summary H-11 Park Maintenance H-14 Trails H-16 Facilities Maintenance H-17 Street Maintenance H-19 Traffic Signal Maintenance H-21 Street Tree Maintenance H-22 Median Maintenance H-23 Street Lighting H-24 Buena Vista Channel Maintenance H-25 Lighting & Landscape District No. 2 H-26 Vehicle Maintenance H-27 Vehicle Replacement H-29 Maintenance & Operations Summary H-30 Water Operations H-32 Wastewater Operations H-34 Environmental Programs H-36 Solid Waste Management H-37 Storm Water Protection H-39 CAPITAL IMPROVEMENT PROGRAM - OPERATING BUDGET Overview 1-1 Project Evaluation I-2 Capital Projects -The Next Five Years I-3 Capital Projects - Through Buildout I-5 Future Growth and Development I-7 Revenues I-9 Summary 1-10 Growth Management Plan 1-11 Capital Funds Projected Fund Balances for FY 2007-2008 1-12 Capital Funds Projected Fund Balances for FY 2008-2009 1-13 CITY OF CARLSBAD, CALIFORNIA 2008-2009 BUDGET TABLE OF CONTENTS Capital Improvement Program (continued) Capital Revenues Actual and Estimated 1-14 Capital Funds Budget Expenditure Schedule 1-15 Capital Projects Detail Schedule of Capital Projects by Category FY 2008-2009 to Buildout J-1 Fund Summary Capital Improvement Program Fund Summary K-1 Glossary of Capital Project Funding Sources K-14 APPENDICES Planned Major Capital Outlay Items 2008-2009 L-1 Out of State Travel Requests 2008-2009 L-2 Miscellaneous Statistical Information L-5 Accounting Systems and Budgetary Control L-6 Resolutions Adopting the Budget L-7 Gann Limit Resolution L-18 Glossary L-33 -IV- 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 2008-09 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 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 a summary of the operating budget and budget information for each of the six major service areas. The 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 2008-09 budget figures are presented. Also included are narrative statements describing program activities, associated workload measures or performance objectives, key achievements for 2007-08, and key goals for 2008-09. 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 2008-09 Planned Major Capital Outlay items by department. An Out-of-State Travel Detail is presented next. 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 2008 Five-Year Vision Statements ^j-^iTtenr^ 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... « Provides a diverse and healthy economic base that creates opportunities for employment to the residents of Carlsbad, economic vitality to the community, and the necessary revenues to support City services. * Provides programs, policies and decisions to 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. * Occupies a leadership role in local and regional planning, (e.g., water, beach, circulation, and environmental issues) important to local governments and is actively involved addressing governmental issues at the local, state and national levels. * Provides an open government leading to the betterment of the community and encourages, in a non-partisan manner, 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 its environment proactively, including: • Open space . Wildlife habitats • Water quality/conservation • Beach erosion • Air quality • Resource conservation and waste reduction * Promotes a safe and efficient integrated transportation system. * Maintains citywide "small town" community spirit. * Provides a community where continuous and life-long learning is supported and encouraged for people of all ages. « Looks ahead and works to anticipate changes that are required now in order to make a better future for its citizens. ABOUT THE CITY OF CARLSBAD 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, and in 2008 became a Charter city. Currently, the City is over two-thirds developed and is expected to grow from a population of 101,337 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; 37 hotels offering over 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. The City's Housing Authority administers federal housing assistance to 622 low-income Carlsbad families. Older Carlsbad residents receive assistance through the City's senior citizen programs. 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. LIVE ~ WORK - PLAY - ENJOY! CITY OF CARLSBAD ORGANIZATION CHART Design Review Board Beach Preservation Committee Community Television Foundation i Traffic Safety Commission Underground Utility Advisory Committee i - - I Housing i Commission i Housing & — i Redevelopment [ Commission i | Planning I Commission i Carlsbad 1 — | Tourism B.I.D. i Advisory Board PUBLIC SAFETY FIRE POLICE KEY Elected Council Appointed"- J El Staff Support Reporting Relationship— Programs I—I Sister City Committee i Historic 1 PreservationELECTORATE Library Board of TrusteesCITY TREASURER iSerra Cooperative! Library System Advisory Board i Parks & Rec Commission CITY MANAGER CITY ATTORNEY Senior Commission COMMUNITY DEVELOPMENT COMMUNITY SERVICES ADMINISTRATIVE SERVICES PUBLIC WORKS ADMINISTRATION & ENVIRONMENTAL PROGRAMS ECONOMIC DEVELOPMENT LIBRARY & THE ARTS ENGINEERING SERVICES HUMAN RESOURCES GEOGRAPHIC INFO SYSTEMS INFORMATION TECHNOLOGY GENERAL SERVICES RISK MANAGEMENT HOUSING AND REDEVELOPMENT MAINTENANCE & OPERATIONS RECORDS MANAGEMENT Rev 05/14/08 r -:. ;'J C r "->- CARLSBAD CAL/FO p— City of Carlsbad Office of the City Manager To the Honorable Mayor and City Council: 2008-09 BUDGET TRANSMITTAL I am pleased to submit the FY 2008-09 Operating Budget and Capital Improvement Program for the City of Carlsbad. The combined budget totals $252.5 million, with projected revenues of $240.3 million. Of the total budget, $195.2 million (77%) will be used to fund the operations of the City, while $57.4 million (23%) will go toward the construction of capital improvements throughout Carlsbad. Our goal has been to prepare a comprehensive financial plan for services, programs, and capital projects that will assist the Council in the achievement of its vision for Carlsbad. The FY 2008-09 budget was developed this year with the emphasis on fiscal conservatism especially in light of the weak economy. Due to Carlsbad's diverse local economy, the City may not be as negatively affected as other parts of the nation; however, Carlsbad will still be impacted by the economic slowdown. The revenues anticipated to be generated during FY 2008-09 are expected to grow at a much slower pace than in previous fiscal years. This slowdown in revenue growth has dictated the amount available to spend on the operations of the City. There are no new programs or services that are being added this year and the only positions being added are to operate new facilities that are being opened during this fiscal year. The development of the budget also considered creating a sustainable community. The City is approaching buildout and will be ushering in a new era focusing on maintaining the City's infrastructure rather than building it. It requires that we provide excellent services for the developing community today but also ensure that the City is poised to make the transition and address the needs of a fully built out city in the near future. The FY 2008-09 Budget reflects the anticipation of these changes by using methods that fulfill the current demand while allowing for a smooth transition into a maintenance mode in the future. Overall, the Operating Budget has increased by 4.0%. The increase is predominately due to the increased costs of providing existing levels of services as well as the increased efforts for infrastructure maintenance in Water Operations and the 2.5 new positions being added to operate the new Library Learning Center and Poinsettia Tennis Courts. The City's total Capital Improvement Program budget contains approximately $451.8 million for 144 projects to improve the City's roads, parks, water and sewer infrastructure and build civic projects through buildout. A large portion of the capital program will expand the City's recreational venues with the addition of tennis courts and parking at Poinsettia Park, the Alga Norte Park and Aquatics Center and building and opening a Library Learning Center to permanently house the Adult Learning and Centre de Information programs. Finally, the City is working on numerous road segments that will greatly enhance its transportation system as well as water projects that will ensure an adequate water supply for Carlsbad's residents and businesses. A large number of the 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. A-1 1200 Carlsbad Village Drive • Carlsbad, CA 92008-1989 • (760) 434-2821 • FAX (760) 720-9461 Carlsbad has had a relatively healthy local economy over the past five years provided the stimulus to attract additional revenue-generating sites to Carlsbad; adding to the City's strong and diversified revenue base. Even with the economic slowdown, the City's assessed property values are expected to increase by approximately 7% this year. Carlsbad's reputation as a tourist destination is also continuing to grow with many new hotels added in the recent past, generating over $14.3 million in transient occupancy taxes for FY 2007-08. The State and U.S. economies continue to face challenges and this current economic slowdown is anticipated to affect the local economy in Carlsbad and has been taken into consideration in the revenue forecast. One of the systems in place to keep the City financially strong is the Infrastructure Replacement Fund. This fund was set up to ensure that resources are available when needed to replace the City's streets, sidewalks, buildings 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 as needed. This year's budget allocation is approximately 6.5% of the General Fund revenues for a total of a $7.8 million allocation for this program. Carlsbad has recently adopted a General Fund reserve policy to help ensure that adequate levels of fund balance are available to help mitigate current and future risks. The reserve can be used to help address unanticipated events including emergencies and natural disasters. The City Council has implemented a minimum General Fund reserve of 30% of the General Fund Operating Expenditures and a target of achieving a reserve of up to 40-50% of the General Fund Operating Expenditures. The target reserve would be pursued whenever fiscally possible and financially prudent to do so. 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 Council. 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, work and play. The FY 2008-09 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 substantial benefits of our community. Continuing to balance the desire to provide top quality services with slowing revenue growth and higher service costs will continue to be the City's challenge in the years to come. 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 appreciation for a job well done. LISA HILDABRAND City Manager A-2 CITY OF CARLSBAD BUDGET HIGHLIGHTS CITY OF CARLSBAD BUDGET HIGHLIGHTS FISCAL YEAR 2008-09 WHERE THE MONEY COMES FROM.. ESTIMATED REVENUES $240.3 MILLION Utility Charges 22% Inter-Governmental 5% Charges for Services 4% Interdepartmental 8% Licenses & Permits 1% Impact Fees/Special Taxes 12% Income from Investments & Property 3% WHERE THE MONEY GOES... ADOPTED BUDGET $252.5 MILLION Public Works 12% Non Dept. & Contingency Comm. Dev. 7% Community Services 7% Utilities 19% Capital Improvement Program 23% Policy & Leadership 2% Admin. Services 7% Public Safety 18% A-3 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, buildings, and other infrastructure of the City while the operating budget provides the money to staff and operate them. The operating budget totals $195.2 million and is expected to generate $199.1 million in revenues. The CIP contains the current year budget allocation of $57.4 million and outlines approximately 144 future projects at a total cost of $451.8 million through buildout of the City. Capital revenues for Fiscal Year 2008-09 are estimated at $41.1 million. The capital projects include parks, civic facilities, as well as 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 2008-09 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. Through the vision statements, Council defines and clarifies their vision of Carlsbad. The City Council also provides the City with their top 12 priority projects, which further defines their vision. The strategic goals for the City are developed next. These statements are reflected in the box on the right. The goals further define the methods used to achieve the vision and highlight areas where Council desires to place special emphasis during the year. Once the vision, goals and priority projects are developed, staff develops operational goals based on Council's direction. These operational goals are the basis for the development of the Operating Budget. City of Carlsbad Strategic Goals Balanced Community Development - Connect community, place and spirit, through balanced and economically sustainable land uses. Citizen Connection And Partnership - Embrace community connectivity through the effective use of technological and interpersonal mediums. Communication - Ensure that community members, Council and staff are well informed, continuing to be a more responsive government while providing a high level of citizen confidence in its government. Environmental Management — Support an environmentally sensitive community by focusing on: conservation, storm water, sewage collection and treatment, solid waste, and cost effective and efficient use of energy including alternative energy sources. Financial Health - Pursue and implement proactive strategies that support sustainable economic health and manage City resources effectively. Learning, Culture & Arts - Promote and support continuous learning, cultural opportunities and the arts within the community and the City organization. Parks / Open Space / Trails - Acquire, develop and maintain a broad range of open space and recreational facilities that actively address citizen needs which are fiscally responsible, and are consistent with the General Plan and Growth Management Standards. Safe Community — Maintain a safe and secure community through collaborative partnerships. Public safety providers support high standards, deliver protection of life and property and encourage community involvement in prevention and preparedness efforts Transportation / Circulation - Provide and support a safe and efficient transportation system that moves people, services and goods throughout Carlsbad. Water - Ensure, in the most cost-effective manner, water quality and reliability to the maximum extent practical, to deliver high quality potable and reclaimed water incorporating drought-resistant community principles. A-4 CITY OF CARLSBAD BUDGET HIGHLIGHTS HillLli.i. Carlsbad's Operating Budget is a tool that guides the achievement of Council's vision, goals and priority projects for the City. The budget allocates the resources, and sets the priorities for the programs offered by the City. Thus, it is an integral part of making Carlsbad a wonderful community in which to live, work, and play. In addition, the budget is a fiscally conservative balanced budget, to effectively sustain the community and essential City services far into the future. ECONOMIC PROFILE Quarter-to-Quafter Growth in Real GDP • The US economy is now in a slow down period which is expected to last through the middle of calendar year 2009. According to the Bureau of Economic Analysis, the economy grew at an annual rate of 1.0% in the first quarter of 2008, which is an improvement over the 0.6% growth in the fourth quarter of 2007. While the US economy is slowing, a recession is not anticipated by UCLA Anderson Forecast. The economists from UCLA believe that the economy will be sluggish, however, they do not see the huge factory layoffs that have led to previous economic downturns. Most economists do not share their optimism and believe the nation has already entered into a recession or is about to enter one. While UCLA Anderson Forecast is not expecting a recession, there are some unknowns that may result in a higher risk potential. The housing market is expected to continue to be slow but it is still unclear how slow it will be. With actual declines in housing prices, there may be more risk to the economic outlook as more defaults on mortgages occur. In addition, UCLA Anderson Forecast Senior Economist David Schulman warned that the growing limitation on credit could help push the economy into a recession. California's economy continues to slow as well. The Financial Times reports that "California, the biggest state economy in the U.S., is either in recession or on the brink many economists now believe." Increases in unemployment and the soft housing market with contraction of the construction industry, have slowed California's economy. UCLA Anderson Forecast is predicting that California's unemployment rate will be 6.3% by the end of 2008. The subprime mortgage market has led the softening of the real estate market. Mortgage defaults are rising with the potential of high foreclosure rates during the summer of 2008. All of these factors have helped slow the California Economy and have caused economic uncertainty. This economic uncertainty is at the forefront as the City of Carlsbad develops a budget for FY 2008-09. Locally, the San Diego economy is slow as well, according to several local economists, including University of San Diego (USD) economist Alan Gin. The University of San Diego's Index of Leading Economic Indicators for San Diego County declined 1.4% in April 2008 which has been falling 24 of the last 25 months. In April of 2008, there were sharp declines in four of the six components including building permits, consumer confidence, unemployment insurance and help wanted advertising. For the rest of 2008, Alan Gin is predicting job growth either flat or negative and continued weakness in the housing market. According to Alan Gin, the local economy is expected to be weak through the rest of 2008 and into the first part of calendar year 2009. The weakness will be reflected in lower economic activity in areas such as retail and home sales and a slow growth rate for employment. A chart reflecting USD's economic indicators is reflected below. A-5 CITY OF CARLSBAD BUDGET HIGHLIGHTS Index of Leading Economic Indicators The total USD index for April 2008 JS -2008 ~121.0, which is down 13% from the April 2007 index of 139.5. It is unclear how much longer the index will continue on this declining trend. What is clear is that the real estate market and gasoline prices have had a significant impact on San Diego's economy and will very likely continue to impact USD's consumer confidence component of the index. Carlsbad's economy is tied closely to that of the San Diego region, although development patterns may differ. While Carlsbad experienced continued growth in FY 2007-08 in property taxes and Transient Occupancy Taxes (TOT), the growth is expected to slow due to the uncertainty in the economy. Property taxes are expected to grow by approximately 5% in FY 2008-09 which reflects the lag time between the payment of property taxes and the housing price decline. TOT, the City's gauge of the tourism industry, are expected to grow by 8.8% over FY 2007-08 estimates, with a large part of that coming from the opening of several hotels including the Sheraton Carlsbad Resort and Spa, Homewood Suites and Hampton Inn. Sales taxes are expected to be flat for FY 2008-09 due to the slower economy as well as a decline in auto sales. Carlsbad's residential real estate market has slowed significantly throughout FY 2007-08. For FY 2007-08, the City has issued 339 dwelling units as compared to 472 dwelling units for FY 2006-07. For Industrial and Commercial, the City has permitted 1,237,300 square feet for FY 2007-08, compared to 1,616,301 square feet for FY 2006-07. The number of permits is expected to continue to decline due to a lack of supply of developable land and a slowing economy. There are a number of new residential communities under construction or in the final phases of development that will add to the residential housing stock in Carlsbad. The Villages of La Costa projects known as the Oaks North, the Greens and the Ridge are under construction, and will add approximately 970 single-family and 450 multi-family units when complete. In addition, the Robertson Ranch area, which is expected to contain nearly 1,000 residential units, is currently in the grading process. The completion of these master planned communities will signal an end to the large-scale residential developments in Carlsbad. Median SFD Home Prices 2002 2003 2004 2005 2006 2007 2008 A-6 CITY OF CARLSBAD BUDGET HIGHLIGHTS As the housing market has cooled, the housing prices have declined as well. The median price for single-family homes in Carlsbad was $750,000 for April 2007 compared to $695,000 for April 2008, a decrease of 7%. The total assessed values in the City stand at over $22 billion; an increase of nearly 55% over what they were just five years ago. The City is projecting it will add about 1,400 more residential units and an additional 2.5 million square feet of commercial/industrial development over the next five years. The City's residential housing stock is about 90% built out, with approximately 4,568 housing units remaining to develop. Commercial and industrial development has been averaging 1,000,000 square feet per year over the last five years. Due to the economic uncertainty, it is expected that commercial and industrial development will average 500,000 square feet per year over the next five years with the large industrial developments including Carlsbad Raceway, Oaks North Industrial Park, and the La Costa Town Center. Some of the major companies in town include the Gemological Institute of America, ViaSat, Invitrogen, Callaway, Taylor Made, Upper Deck, and many others. Commercial development has brought much needed entertainment and shopping venues to citizens and visitors alike, as well as generating additional sales taxes to help pay for City services. Carlsbad is home to Car Country Carlsbad - an auto mall; the Carlsbad Premium Outlets - a specialty outlet center; Plaza Camino Real - a regional shopping mall; a Costco center; and the Forum at Carlsbad - a commercial center with upscale retail shops, restaurants and other commercial uses. Development has also enhanced Carlsbad's reputation as a destination resort for tourism. The City is host to a major family theme park: Legoland, and has two luxury resorts available for its visitors: the Four Seasons Resort at Aviara and the La Costa Resort & Spa. There are also a number of other quality hotels and motels in the City, with the most recent additions being the Sheraton Carlsbad Resort and Spa, Homewood Suites and Hampton Inn. The City of Carlsbad opened a municipal golf course in the summer-of 2007 which has further enhanced the tourism attractions the City offers. The municipal golf course, The Crossings at Carlsbad, is an 18-hole, destination golf course set in the rolling hills and canyons of Carlsbad. With ocean views, high quality golf experience, a first class restaurant and clubhouse, and linkages to hiking trails, The Crossings at Carlsbad is a destination spot for golfers and non- golfers alike. It is the Council's goal to ensure that the City remains in good financial health, and there are a number of steps the City has taken to attain that goal. One of the steps is the Growth Management Plan. This plan was adopted by the citizens to ensure that all necessary public facilities were constructed along with development. It also ensures that a financing plan is in place to pay for the facilities prior to the development of the property. In addition to the Growth Management Plan, the City also prepares a long-term financial model for both the capital and operating needs of the City. With a growing city such as Carlsbad, it is imperative that we plan for the impacts of the economy, serving new development and operating new public facilities, as well as planning for capital needed to build them. Thus, the City prepares a ten-year operating forecast for the General Fund, and a 20+ year Capital Improvement Program. As part of the Capital Improvement Program, the City annually calculates the amounts needed to pay for the various projects, and calculates the anticipated operating budget impacts. In this way, the City can anticipate the effects of development from both a capital and an operating perspective. A-7 CITY OF CARLSBAD BUDGET HIGHLIGHTS One important initiative the City has undertaken to ensure its financial health is the development of an Infrastructure Replacement Fund. With this fund, the City sets aside money on an annual basis for major maintenance and replacement of its infrastructure. Much of the City's infrastructure is relatively new; thus, the City has not felt the full impact of maintenance requirements. By setting aside funds now, the citizens of Carlsbad can be assured that the proper maintenance and replacement, when needed, will be performed on streets, parks and many facilities for which the City is responsible. General Fund Revenues (Top 5) • Other Franchise DSDG&E Franchise DTOT • Property Tax • Sales Tax 2002 2004 2006 Fiscal Year 2008e Even with the economic slowdown, Carlsbad's current economic position is an enviable one. A relatively healthy and well diverse local economy over the past ten years provided additional revenue-generating sites that allowed the City to continue to add new facilities and services for the citizens. The City hosts three regional shopping areas within its boundaries; a large regional mall, an outlet center, and a high-end retail center in the southern part of town called The Forum. Together, these sites contribute approximately $4.5 million annually to the City's sales taxes. The City's Auto Mall generates another $6.0 million per year in sales taxes for the City. Legoland, a family theme park, contributes to the City's sales tax base and stimulates the development of new hotels in the area. The four major revenue sources for the City: property taxes, sales taxes, transient occupancy taxes (TOT), and franchise taxes, are expected to provide $98 million, or 82%, of the City's General Fund revenues in FY 2008-09. These taxes and fees are the major source of funding for most of the City's services, and allow the City to live up to its reputation as one of the premier locations in San Diego County. The City's sales taxes are projected to be relatively flat for Fiscal Year 2008-09 due to the slowdown in the economy. While the growth in housing prices is expected to moderate due to the cooling of the real estate market, there is a lag with the property tax revenues and therefore, according to the County Assessor, the City should expect property tax revenues to increase by over 5% for FY 2008-09. New building permits are expected to continue to slow and the development related revenue items have been reduced accordingly for Fiscal Year 2008-09. And finally, tourism is expected to be impacted by lower consumer confidence including higher gasoline prices; however TOT receipts are still projected to grow by almost 9% in the future, with the addition of more available rooms. More information on all of the City's revenues and programs can be found in the later sections of the document. State of California - In addition to the economic uncertainty led by the slow housing market and consumer confidence declines, the State of California's fiscal problems also cast a shadow on the City's economic future. The State of California has been in a severe fiscal crisis for a number of years. Through a variety of loans, one-time revenues, interfund borrowings, and raids on city, county and special district funds, it has been able to manage its cash flows and stay solvent. However, more drastic measures will be needed for the state to finally get its budget in balance. A-8 CITY OF CARLSBAD BUDGET HIGHLIGHTS According to the Legislative Analyst's Office (LAO), the state is facing a significant budget deficit in FY 2008-09 of approximately $22 billion. The LAO's analysis of the Governor's May Revise Budget for FY 2008-09 reflects that the state is proposing to securitize lottery revenues, impose expenditure reductions across the board, and further reductions to health and social services programs to help reduce the budget deficit. The state has balanced its budget by taking City money in the past, and the risk is that they may find a way to make it happen again. As a result of the continued attacks on cities' revenues, a coalition of cities, counties and special districts supported Proposition 1A which was approved by the voters in November 2004. The measure included a provision to help prevent the Legislature from reducing the combined property tax shares of cities, special districts, and the county, except to borrow the funds on a temporary basis to address a "severe state fiscal hardship." Currently, the Governor's May Revise Budget for FY 2008-09 does not include a proposal to borrow local governments' property tax revenues and City staff will continue to monitor the state's budget solutions to determine whether this option is being explored. Looking Forward As stated earlier in this document, the City prepares ten-year forecasts for the General Fund each year in order to understand the effects of actions taken today on the City's future. The City has experienced remarkable revenue growth over the past ten years due to the development of the majority of its commercial sites. Currently the economic uncertainty has created a forecast with much smaller surpluses projected than in the recent past. The future will bring a few more commercial sites but at a slower pace, and residential development will continue for a number of years also at a much slower pace. There are also quite a few City facilities - mainly parks and civic facilities - planned in the future to serve the growing population. The new facilities will add operating costs to the City's General Fund budget as they are completed and opened for use. These new facility operating costs have been incorporated into the General Fund forecast shown below and projected over the next ten years. In addition, the economic uncertainty has impacted the City's revenue growth and could limit the City's capacity to add new facilities to operate and maintain. The emphasis will continue to be maintaining existing infrastructure. New civic facilities will be planned when there is anticipated financial capacity to operate and maintain those new facilities when they are opened. While no forecast is ever totally accurate, it does represent a likely scenario given the assumptions on which it is built. The forecast assumes that revenue growth will be relatively flat in FY 2008-09 and then very moderate growth for the following two years, assuming the economic slowdown will last two to three years. To project the expenditures, it includes all know personnel costs, most of which have been negotiated with the employee groups through December 2009. A-9 CITY OF CARLSBAD BUDGET HIGHLIGHTS General Fund Revenues and Expenditures Fiscal Year IREVENUES •TOTAL EXPENDITURES The forecast assumes 10% annual increases in health care costs in the near future with the employees paying half of those increases. It also assumes personnel growth (new positions) to remain rather flat at no more than 1.2% per year. Cost of living increases between 3% and 4.5% have been added to personnel costs. Pension plan costs are anticipated to remain essentially at current levels. It assumes that the contribution from the General Fund to the Infrastructure Replacement Fund is 6.5% of General Fund revenues. And finally, it includes estimated operating costs for all capital projects in the timeframes shown in the Capital Improvement Program (CIP). One of the biggest assumptions in the forecast is that services remain the same. No new services have been anticipated, although growth in current services to match the growing population has been incorporated. The results show that the General Fund is balanced into the future, with much smaller surpluses than in previous years' forecasts. This reflects the current economic slowdown and uncertainty. In order to maintain a balanced 10 year forecast, position growth will be limited. There is a projected surplus in each year of 0% to 3% depending on the year. This achieves the goal set out by Council to maintain a balanced budget over the long term. A-10 CITY OF CARLSBAD BUDGET HIGHLIGHTS City of Carlsbad 10-Year Financial Forecast $15 $10 I $5 $0 -$5 '04 '05 '06 '07 '08 '09 '10 '11 '12 '13 '14 '15 '16 '17 The ability to understand the future impacts both changes in revenue sources as well as program needs, is crucial to ensure that the City has the funds available to realize its future plans. The General Fund forecast is a tool available to the City to achieve the goal of managing its fiscal resources effectively and monitoring the achievement of sustainable economic health for the City of Carlsbad into the future. When there is economic uncertainty, this long-term perspective becomes even more important. 2008-09 OPERATING REVENUES BY FUND TYPE $199.1 MILLION ENTERPRISE 24% SPECIAL REVENUE 5% INTERNAL SERVICE 8% REDEVELOPMENT / 2% OPERATING BUDGET Revenue Projections by Fund The City's operations are divided into various funds. Each fund has been established because of certain restrictions placed on the use of the resources received by that fund. Any unrestricted funds are placed in the General Fund. Estimated revenues for the City's five fund types are shown on the accompanying graph. General Fund The fund receiving the largest slice of the revenues is the General Fund, with estimated revenues of $120.7 million. The General Fund pays for most of the City services available to City residents. The majority of the General Fund revenues (85%) are derived from taxes. The graph below illustrates the sources of revenue to the General Fund. GENERAL 61% A-11 CITY OF CARLSBAD BUDGET HIGHLIGHTS 2008-09 GENERAL FUND REVENUES $120.7 MILLION INC. FROM INVEST & PROP 3% TRANSIENT TAX 12% FRANCHISE TAX 4% INTERGOVERNMENTAL 2% OTHER REVENUE 4% CHARGES FOR SERVICES 5% LICENSES & PERMITS 1% BUS LIC TAX 3% PROPERTY TAX 41% TRANSFER TAXES 1% Property taxes, at $50.3 million, are the largest General Fund revenue. The City receives only about 18% of the property taxes paid by its citizens. The remainder of the tax goes to the school districts, the state, and other various agencies. Sales tax is the second largest source of revenue for the General Fund. Sales taxes are estimated to bring in $28.5 million for Fiscal Year 2008-09. Automobile and retail sales are the most significant contributors to the category of sales tax. Transient occupancy taxes (hotel taxes) are estimated at $14.8 million and are the third largest revenue source for the City. Franchise taxes, transfer taxes, and business license taxes make up the remaining $9.0 million in tax revenues collected by the City. Intergovernmental revenues are revenues collected by the State and other governmental agencies and allocated to the City based on a formula. Examples of intergovernmental revenues include motor vehicle license fees, State mandated cost reimbursements, and homeowner's exemptions. Intergovernmental revenues are estimated at $1.9 million for the upcoming year. Licenses and permits account for $1.5 million of the General Fund revenues and include building permits and other development-related permits. Charges for services are estimated to be $6.1 million and include fees for engineering, planning, building, recreation, and ambulance services. Other revenue sources include charges collected from other departments, fines and forfeitures, and miscellaneous revenues. Those sources total $4.8 million. Income from investments and property are estimated at $3.9 million. Special Revenue Funds Revenues from Special Revenue funds are estimated at $11.2 million for 2008-09. Funds collected in this category are legally restricted to specified purposes. Examples of funding resources include donations, grants, and special assessments. The types of functions supported with Special Revenue funds include programs such as Section 8 Housing Assistance, Housing Trust Fund, Community Development Block Grants (CDBG), and maintenance and assessment districts. A-12 CITY OF CARLSBAD BUDGET HIGHLIGHTS Enterprise Funds Enterprise funds revenues make up the second largest revenue group, totaling $47.7 million. Enterprise funds operate similar to a business in that they charge fees to cover the cost of their services. Examples of the City's enterprises include water and wastewater services and solid waste management. Internal Service Funds Internal Service fund revenues, projected to be $15.6 million, are derived from charges to the City programs that benefit from the services rendered. The funds collected must be used specifically to support the internal service. Examples of the City's Internal Service funds include Liability, Health Insurance, Information Technology, Workers' Compensation, and Vehicle Maintenance and Replacement. Redevelopment Agency Redevelopment Agency revenues, estimated at $3.9 million, come mainly from property taxes collected within the redevelopment area. Carlsbad has two redevelopment areas. The original area consists of 204 acres located in the downtown "Village Area" of the City. The second area encompasses the land on which the Encina power plant is located as well as additional parcels south of the plant. Funds collected within the redevelopment areas must be used to repay the debt incurred and administration of the Agency. OPERA TING BUDGET BY PROGRAM The total operating budget for the City for Fiscal Year 2008-09 equals $195.2 million, which is approximately 4% more than the 2007-08 adopted budget. The operating budget is categorized by major service area (MSA). Six MSAs that represent the key businesses of the City have been identified. The graph on the following page shows the operating budget for each of the MSAs. Total funding allocated for the Policy and Leadership Group for 2008-09 is $5.1 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 $18.8 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 $45.2 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. A-13 CITY OF CARLSBAD BUDGET HIGHLIGHTS 2008-09 Operating Expenditures $195.2 million Non Departmental 6% Policy and Leadership 3% Utilities 25% Administrative Services 10% Public Safety 23% Public Works 15%Community Services 9% Community Development 9% Community Development, with a budget of $17.5 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 $18.4 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.connect The service area requiring the largest amount of funds is Public Works, with a budget of $78.4 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. The Non-Departmental and Contingency accounts total $11.7 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 $7.8 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. The contingency account amounts to 2.0% of the FY 2008-09 General Fund budget. A-14 CITY OF CARLSBAD BUDGET HIGHLIGHTS STAFFING The FY 2008-09 Operating budget includes 3.0 new full-time employees: 1.0 new Building Maintenance Worker, .05 new Parks Maintenance Worker, and .05 new Information Technology Systems Administrator I to maintain the new facilities opening in FY 2008-09; and reclassification of a 1.0 limited-term Management Intern to a full-time Management Analyst in the City Manager's office. The net decrease in hourly staff totaled approximately 2.51 full-time equivalents (FTE). These changes result in a City workforce of 714.25 full and three-quarter time employees and 137.83 hourly FTE. The staffing changes in each of the City's programs are discussed more fully in the Operating Budget Overview. 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 2008-09 totals $57.4 million in new appropriations and an estimated $144.5 million in continuing appropriations. Some of the notable capital projects include the following: Park Development • The Alga Norte Park and Aquatic Center consists of 30 acres in the Southeast Quadrant with planned amenities that include ball fields, soccer fields, picnic areas, tot lots, a skate park, a dog park, restrooms, parking facilities, and an aquatic center. The aquatic center will include a 50-meter competition pool, a 12-lane instructional pool and a therapy pool as well as a water play area with slides. A swimming pool complex was one of the projects approved by the voters through Proposition C in 2002. The total cost of the park is estimated to be $22.1 million. The total cost of the aquatic center is estimated to be $28.3 million. At this time, the City is reviewing the timing and phasing options for the various components of this project. Leo Carrillo Park - Phase III represents the third phase of this historic park facility restoration, and includes renovation of additional buildings, construction of additional restrooms, an arboretum area, and transformation of a barn into a community theater. The total cost is approximately $2.9 million and design is expected to begin in FY 2009- 10. In addition, in FY 2008-09 the City plans to expand the event area and construct a new patio area of approximately 2,500 square feet to provide a more attractive venue for events. A-15 CITY OF CARLSBAD BUDGET HIGHLIGHTS Civic Projects • The Public Works Center will include offices, shops, a yard, warehouse and parking to accommodate the Public Works Department. The estimated cost to complete the project is approximately $28.1 million. • The Joint First Responders Training Facility project was authorized under Proposition C, which was approved in 2002. Preliminary design work for this facility is currently underway and preliminary plans include a 25-yard and 100-yard shooting range, a four- story fire training tower, a two-story residential training facility, an outdoor seating pavilion, and a fire administration office building with classrooms. The estimated cost to complete the project is approximately $24.5 million. • The Civic Center will consolidate City administrative operations and facilities into a more centralized location, and may include a variety of other services and recreational opportunities for citizens and visitors. Council, citizens and members of the business community have been participating in a visioning process to determine the anticipated needs for the citizens and for the City. Once the process is complete, a site will be chosen and design and construction can begin. The Relocation of Fire Station No. 3, which is currently located at the corner of Chestnut and Catalina, is needed to help ensure a five-minute response time as the City grows eastward. The new station is budgeted as a 6,200 square foot facility and the current proposed site is next to Calavera Community Park. The suitability of this location is currently under review. Total cost is projected at $7.0 million. Sfreefs • The Carlsbad Boulevard Encinas Creek Bridge Replacement project includes replacement of the existing bridge, originally constructed in 1913. The project is planned in the next 5 years at an estimated cost of $4.4 million. • The Poinsettia Lane Reach E project includes completion of the final link along Poinsettia Lane between Cassia Road east to Skimmer Court. The total cost is approximately $13.1 million and the City expects to begin the design in FY 2011-12. • The Pavement Management Program helps ensure that the City's streets can last a lifetime if they are properly maintained. Applying seals and overlays when roadways are beginning to show signs of distress can minimize the more expensive repair/reactive maintenance activities. The proactive approach consists of the scheduled application of a seal or overlay once every seven years, allowing the City to efficiently maintain over 344 miles of public roadways at an annual cost of approximately $3.6 million. • The Concrete Repair Program is a companion program to the pavement management program. It will ensure that curbs, gutters and sidewalks are also properly maintained. By allocating the funding, both pavement and concrete replacements can be accomplished at the same time. This will help maximize efficiencies and reduce inconvenience to the citizens. There is $640,000 budgeted in FY 2008-09 for this program. A-16 CITY OF CARLSBAD BUDGET HIGHLIGHTS Sewer, Water, and Drainage Facilities • Reaches 1 to 5, and 11 to 15, and the Agua Hedionda lift station of the Vista/Carlsbad Interceptor are scheduled over the next five years. These projects are required to handle buildout flows and replace deteriorated pipelines. The projects are predominantly funded by the City of Vista. The total estimated costs for all of the projects are approximately $45.4 million. The City of Vista's share of the costs is approximately $30.1 million, or 66% of the total costs. • Several major water lines are scheduled for construction within the next five years: Carlsbad Boulevard - south of Avenida Encinas College Boulevard - Cannon Road to Badger Lane Maerkle Transmission Main Melrose Drive from Palomar Airport Road to Faraday 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. During fiscal year 2007-08, the City issued bonds totaling $18,175,000 under the provisions of the Mello-Roos Community Facilities Act of 1982. The bonds were issued to finance public infrastructure improvement projects for Community Facilities District #3, Improvement Area 2. The table following the Summary identifies the debt the City has issued, the outstanding principal, the 2008-09 principal and interest payments, and the scheduled fiscal year of payoff. Of the approximately $134 million of debt outstanding, only $0.7 million will be paid back with General Fund monies. Annual debt service payments from the General Fund average approximately $750,000 and will be complete this fiscal year. The remaining debt will be repaid from sewer revenues, golf course revenues and from property owners benefiting from the improvements built with bond proceeds. The City has no obligation to advance funds to the assessment districts if the property owners do not pay. SUMMARY The City of Carlsbad continues to be a fiscally conservative and responsible city. Given the current weak economy, the City has developed a balanced budget for FY 2008-09 with minimal growth. While the City of Carlsbad has a diverse economic base, it is not immune to the weak economy. However, it is evident that the long-term planning and foresight by the City Council and residents have provided a sound economic base for the City to positively weather this economic storm. The continued opening and expansion of the commercial ventures enhances Carlsbad's standing as a destination resort and provides the revenues needed to provide quality services to the citizens and businesses. All of this adds to the diversity and strength of A-17 CITY OF CARLSBAD BUDGET HIGHLIGHTS 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. A-18 CITY OF CARLSBAD BUDGET HIGHLIGHTS The following Table identifies the debt the City has issued, the outstanding principal balance, the 2008-09 scheduled principal and interest payments, and the scheduled year of payoff. Bond Name Repayment Source City of Carlsbad Debt Outstanding Outstanding Original Bond Principal At Issue 6/30/08 2008-09 Final Payment Payment P&l FY Carlsbad Public Financing Authority Bonds Revenue Bonds Golf Course Enterprise Revenue 1997 Hosp Grove Refunding Certificates of General Fund Participation 1996 Refunding Encina JPA Tax Allocation Sewer Enterprise Bonds Revenue $ 18,540,000 $ 18,540,000 $ 1,096,550 2037 $ 6,595,000 $ 735,000 $ 752,273 2009 $ 11,080,000 $ 5,485,000 $ 937,169 2015 1993 Redevelopment Tax Allocation Bonds Redevelopment CFD #3 2006 -Improvement Area 1 Special Tax Special District Bonds CFD #3 2008-lm prove merit Area 2 Special Tax Special District Bonds Subtotals 2005 Poinsettia Lane East (AD 2002-1) Limited Obligation Assessment Improvement Bonds District 15,495,000 $ 11,205,000 $ 1,042,909 $ 11,490,000 $ 11,315,000 $ 758,910 2003 College Boulevard-Cannon Road (AD 2003-1) Limited Obligation Assessment $ Improvement Bonds District 1997 Reassessment District ( Re Ad 1997-1) (College & Alga) Assessment $ Limited Obligation District Improvement Bonds 1997 Carlsbad Ranch (AD 95-1) Limited Obligation Assessment Improvement Bonds District 1998 Rancho Carrillo (AD 96-1) Limited Obligation Assessment Improvement Bonds District Subtotals Totals $ T 18,175,000 $ 18,175,000 $ 1,097,962 81,375,000 $ 65,455,000 $ 5,685,773 $ 33,085,000 $ 31,910,000 $ 2,139,756 11,760,000 $ 11,210,000 $ 836,991 18,475,000 $ 2,565,000 $ 712,848 93,095,438 $ 68,125,000 $ 5,635,826 2024 2037 2039 2036 203i 2012 $ 10,175,438 $ 6,995,000 $ 697,115 2023 19,600,000 $ 15,445,000 $ 1,249,116 2029 $ 174,470,438 $ 133,580,000 $ 11,321,599 A-19 BUDGET SUMMARY FISCAL YEAR 2008-09 PROJECTED BALANCE PROGRAM AREA JULY 1 , 2008 OPERATING BUDGET Policy / Leadership Group Administrative Services Public Safety Community Development Community Services Public Works (including utilities) Non Departmental & Contingencies Golf Course SUBTOTAL OPERATING $125,164,752 CAPITAL IMPROVEMENT PROGRAM Fiscal Year 2008-09 $401 ,281 ,793 2007-08 Continuing Appropriations Projected CIP Fund Balance at June 30, 2008 TOTAL OPERATING AND CAPITAL $526,446,545 ESTIMATED ADOPTED REVENUES BUDGET $5,053,076 18,807,366 45,204,049 17,507,685 18,424,013 78,428,942 11,758,600 $199,072,231 $195,183,731 $41,116,511 $57,387,891 $240,188,742 $252,571,622 PROJECTED FUND BALANCE TRANSFERS JUNE 30, 2009 (1,350,000) ($1 ,350,000) $1 27,703,252 $385,010,413 (144,519,802) $240,490,61 1 ($1,350,000) $368,193,863 FISCAL YEAR 2007-08 PROJECTED BALANCE PROGRAM AREA JULY 1 , 2007 OPERATING BUDGET Policy / Leadership Group Administrative Services Public Safety Community Development Community Services Public Works (including utilities) Non Departmental & Contingencies Safety Training Facility SUBTOTAL OPERATING $141,537,059 CAPITAL IMPROVEMENT PROGRAM Fiscal Year 2007-08 $378,260,830 TOTAL OPERATING AND CAPITAL $51 9,797,889 ESTIMATED ESTIMATED REVENUES EXPENDITURES $4,834,740 26,497,006 44,368il69 17,195,374 17,091,563 78,245,438 9,866,401 $192,576,384 $198,098,691 $90,613,733 $78,442,770 $283,190,117 $276,541,461 PROJECTED FUND BALANCE TRANSFERS JUNE 30, 2008 (10,850,000) ($10,850,000) $125,164,752 $10,850,000 $401,281,793 $0 $526,446,545 A-20 (PERSONNEL ALLOCATIONS MAJOR SERVICE AREA IPOLICY AND LEADERSHIP GROUP | CITY COUNCIL CITY MANAGER COMMUNICATIONS CITY TREASURER CITY ATTORNEY (ADMINISTRATIVE SERVICES | ADMINISTRATION RECORDS MANAGEMENT INFORMATION TECHNOLOGY FINANCE RISK MANAGEMENT HUMAN RESOURCES & WORKERS COMP {PUBLIC SAFETY | POLICE FIRE [COMMUNITY DEVELOPMENT | COMMUNITY DEVELOPMENT ADMINISTRATION BUILDING & CODE ENFORCEMENT ECONOMIC DEVELOPMENT & REAL PROPERTY MGMT GEOGRAPHIC INFORMATION SYSTEMS PLANNING HOUSING AND REDEVELOPMENT (COMMUNITY SERVICES | LIBRARY CULTURAL ARTS RECREATION & SENIOR PROGRAMS (PUBLIC WORKS | ADMINISTRATION ENGINEERING SERVICES GENERAL SERVICES MAINTENANCE & OPERATIONS ENVIRONMENTAL PROGRAMS FULL AND 3/4 TIME LABOR FORCE* FINAL BUDGET 2006-07 1.00 7.00 3.75 0.75 7.00 2.00 8.00 19.00 28.00 2.00 10.00 157.00 87.75 5.00 13.00 1.00 3.00 27.00 10.00 48.00 5.00 30.50 6.30 54.60 96.20 48.50 8.90 690.25 FINAL BUDGET 2007-08 1.00 7.00 3.75 0.75 7.00 2.00 8.00 19.00 28.00 2.00 10.00 162.00 88.75 3.00 14.00 2.00 4.00 27.00 10.00 48.00 5.00 30.50 6.45 56.90 98.00 55.45 11.70 711.25 FINAL BUDGET 2008-09 1.00 8.00 3.75 0.75 7.00 2.00 8.00 19.50 28.00 2.00 10.00 162.00 88.75 3.00 14.00 2.00 4.00 27.00 10.00 48.00 5.00 30.50 6.65 56.90 99.30 55.20 11.95 714.25 1 2008-09 REQUESTED CHANGES 0.00 1.00 0.00 0.00 0.00 0.00 0.00 0.50 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.20 0.00 1.30 (0.25) 0.25 3.00 A-21 PERSONNEL ALLOCATIONS FOR 2006-07, 2007-08 AND 2008-09 (Continued) SUMMARY OF REQUESTED LABOR FORCE BY CATEGORY Full Time Personnel 3/4 Time Personnel in Full Time Equivalents Hourly Full Time Equivalent Personnel TOTAL LABOR FORCE* 2006-07 685.75 4.50 144.12 834.37 2007-08 706.75 4.50 140.34 851.59 2008-09 709.00 5.25 137.83 852.08 Difference 2.25 0.75 (2.51) 0.49 LIMITED TERM EMPLOYEES Associate Planner Building Inspector Limited Term GIS Intern Human Resources Limited Term Legal Intern Management Interns Planning Technician Intern TOTAL LIMITED TERM EMPLOYEES 2006-07 0.00 2.00 0.50 0.00 0.50 1.50 1.00 5.50 2007-08 1.00 2.00 0.50 1.00 0.50 1.50 0.00 6.50 2008-09 1.00 2.00 0.50 0.00 0.50 0.50 0.00 4.50 Difference 0.00 0.00 0.00 (1.00) 0.00 (1.00) 0.00 (2.00) A-22 2008-09 BUDGET CALENDAR DECEMBER JANUARY FEBRUARY MARCH APRIL MAY JUNE • Capital Project (CIP) Kickoff Meeting • Set budget policies • Request Capital Project submittals • Operating revenue is projected for the General fund • Operating budget manual is distributed to departments • Budget preparer's meeting • Departments submit CIP requests to Engineering • Growth projections completed • CIP analysis • Draft CIP is submitted to department heads • Tentative LT meeting to provide status on CIP • Departments submit operating budget requests to Finance • Leadership Team (LT) reviews CIP • Finance department analyzes and compiles the operating budget submittals • LT reviews operating budget • Meeting with LT - Final CIP Review • Preliminary operating budget is sent to the printer • CIP Budget Workshop: May 20 Council meeting • Operating Budget Workshop: June 10 Council meeting • Citizens Budget Workshop: June 12 • Council adopts final budget including: Operating budget, Capital Improvement Program, and Annual Spending Limitation: June 24 Council meeting Operating Budget * CIP A-23 r^California Society of ^Municipal finance Officersi* j j Certificate of Award For Excellence in Public Communications Fiscal Year 2007-2008 The California Society of Municipal Finance Officers (CSMFO) proudly presents this certificate to City of Carlsbad For ip$etjng the criteria established to achieve the EXCELLENCE AWARD in the PUBLIC COMMUNICATIONS CATEGORY. March 6, 2008 ^ Brad Grant CSMFO President Cindy Guziak, Chair Budgeting & Financial Reporting > 01 ^ California Society of ^~ c/Huniapol ^Finance Officers Certificate of Award For Excellence in Operating Budgeting Fiscal Year 2007-2008 The California Society of Municipal Finance Officers (CSMFO) proudly presents this certificate to City of Carlsbad For meeting the criteria established to achieve the Excellence Award in the OPERATING BUDGET CATEGORY. March 6, 2008 Brad Grant Cindy Guziak, Chair CSMFO President Budgeting & Financial Reporting 2008-2009 OPERATING BUDGET OVERVIEW The Operating Budget for Fiscal Year 2008-09 totals $195.2 million, with revenues for the year estimated at $199.1 million. General Fund revenues are estimated at $120.7 million and budgeted expenditures are $118.3 million. REVENUE The following table shows the total operating revenues the City anticipates receiving for FY 2007-08, as well as those estimated for FY 2008-09. REVENUE SUMMARY BY FUND TYPE (in Millions) FUND GENERAL FUND SPECIAL REVENUE ENTERPRISE INTERNAL SERVICE REDEVELOPMENT TOTAL PROJECTED 2007-08 $ 120.2 12.3 40.4 15.9 3.8 $ 192.6 ESTIMATED 2008-09 $ 120.7 11.2 47.7 15.7 3.9 $ 199.2 $ CHANGE $ 0.5 (1.1) 7.3 (0.2) 0.1 $ 6.6 % CHANGE 0.4% (8.9%) 18.1% (1.3%) 2.6% 3.4% Revenue estimates for the Operating Budget indicate that the City will receive a total of $199.2 million, a 3.4% increase over the prior year. The majority of the increase of $6.6 million is in the Enterprise Funds due to the proposed water and wastewater rate increases. More information on the City's revenue sources can be found in the discussion that follows. General Fund General Fund revenues provide a representative picture of the local economy. These revenues are of particular interest as they fund basic City services such as police, fire, library, street and park maintenance, and recreation programs. The table below shows a summarized outlook for the major General Fund revenues. SIGNIFICANT GENERAL FUND REVENUES (in Millions) FUND PROPERTY TAX SALES TAX TRANSIENT OCC. TAX FRANCHISE TAXES BUSINESS LICENSE TAX DEVELOPMENT REVENUES ALL OTHER REVENUE TOTAL PROJECTED 2007-08 $ 47.8 28.5 13.6 4.9 3.1 3.9 18.4 $ 120.2 ESTIMATED 2008-09 $ 50.3 28.5 14.8 5.0 3.1 2.9 16.1 $ 120.7 $ CHANGE $ 2.5 0.0 1.2 0.1 0.0 (1.0) (2.3) $ 0.5 % CHANGE 5.2% 0.0% 8.8% 2.0% 0.0% (25.6%) (12.5%) 0.4% The economic uncertainty discussed in the Budget Overview section is causing the General Fund revenues to remain relatively flat for FY 2008-09. Several of the largest revenue sources in the General Fund are impacted by the fluctuations in the economy. In addition, the housing crisis is not only impacting Property Taxes, it is also affecting Sales Taxes and development related revenues. This upcoming fiscal year it is expected that property taxes will grow to over B-1 2008-2009 OPERATING BUDGET OVERVIEW $50 million, a 5.2% increase over the projection for FY 2007-08. This includes a 5% estimated increase in assessed valuation as provided by the County Assessor in May 2008, as well as a conservative assumption for new development. Property taxes tend to lag behind the rest of the economy, as the tax for the upcoming fiscal year is based on assessed values from the previous January. Thus, the taxes to be received for Fiscal Year 2008-09 are based on values as of January 1, 2008. Sales taxes react much quicker to changes in the economy and therefore will typically grow faster in a good economy, but also drop off faster as the economy cools. Property and Sales Tax Revenues 60 - Sales Tax Property Tax Property taxes also have a cap on how fast they can grow. This is due to Proposition 13. Propo- sition 13 was adopted by the State in 1978. This proposition limits the growth in assessed values (and thus property taxes) to no more than 2% per year. The value upon which the tax is based is only increased to the full market value upon the sale of the property. Thus, property taxes tend to grow slowly unless there is a significant amount of housing activity. In previous years, we have seen a robust growth in property taxes due to new developments, a large number of resales within the City spurring revaluation of the parcels, and double-digit growth in housing prices. As the economy slows, housing prices decline, and the City approaches build-out, the growth in property taxes is expected to moderate. £ 40 o = 30 51 20 10 0 Fiscal Year Sales Tax by Category Transportation 36% Sales taxes are expected to total $28.5 million for FY 2008-09, the same as FY 2007-08 projections. These projections assume that the slow economy, high gasoline and diesel prices, as well as high food costs, will result in no growth in sales tax. The City of Carlsbad has many car dealerships which generate approximately $6.0 million of sales tax each year. Car sales have slowed during FY 2007-08 and are expected to remain slow during FY 2008-09. In addition, retail comprises over 33% of the sales tax generated in Carlsbad and with a slow economy and lower consumer confidence, it is anticipated there will be less discretionary purchases. Several years ago, the State of California implemented the "Triple Flip." The "Triple Flip" is essentially a temporary swap of a % cent of the cities' sales taxes in return for property tax. It was done in order to give the state a revenue source against which they could issue deficit B-2 2008-2009 OPERATING BUDGET OVERVIEW reduction bonds. The City's sales tax estimates continue to show this amount as sales tax since the amount is reflective of what the City would receive. As can be seen in the chart on the previous page, the City's sales tax base is heavily weighted in the transportation (predominantly new car sales) and retail sectors. These two sectors make up approximately 69% of the City's sales tax base and are negatively impacted by a slow economy. Sales tax estimates also include approximately $900,000 that is restricted to spending on public safety services under Proposition 172. Proposition 172 requires that the one-half cent increase in California sales taxes be allocated to local agencies, to fund public safety services. r Transient Occupancy Taxes $ Millions 2002 2004 2006 Rscal Year 2008e The third highest General Fund revenue source is Transient Occupancy Taxes (TOT or hotel taxes) estimated at $14.8 million for FY 2008-09, an increase of 8.8% over FY 2007-08 estimates. Three hotels were opened during FY 2007-08 including the Sheraton Carlsbad Resort and Spa, Homewood Suites and Hampton Inn. These additional hotel rooms are expected to contribute to the growth in TOT revenues. It is unclear whether the economic slowdown will negatively impact the TOT revenues. In previous recessions, visitors continued to visit Carlsbad but they traveled by cars rather than planes. Given the US dollar's weakness compared to other international currencies, the United States is a relatively inexpensive place to visit. The City may see less local travel due to higher gas prices and the slow economy, and may see more international travelers due to the relatively weak U.S. dollar. It is expected that Fiscal Year 2007-08 will end the year with about $13.6 million in TOT receipts, a 5% increase from FY 2006-07. Growth is expected to be moderate going into FY 2008-09, with 1.0% assumed for the base growth. In addition to the base growth, three hotels, the Sheraton Carlsbad Resort and Spa, Hampton Inn and Homewood Suites, opened during FY 2007-08 and the City will receive a full year of their taxes in FY 2008-09. The combination of the base growth and the three new hotels results in an estimated 8.8% growth over FY 2007-08 projections. One of the more volatile General Fund revenues is the Franchise tax. Franchise taxes are paid by certain industries that use the City right-of-way to conduct their business. The City currently has franchise agreements for cable TV service, solid waste services, cell sites, and gas and electric services. The cable and solid waste franchises have been growing along with the growth in population and changes in their rate structures. These franchise revenues are projected to remain relatively flat in FY 2008-09. The large fluctuations in franchise taxes has come from the taxes on gas and electric services, which are paid by San Diego Gas and Electric (SDG&E). SDG&E pays franchise taxes for the use of the public land over which they transport gas and electricity. The City also receives an "in-lieu" franchise tax based on the value of gas and B-3 2008-2009 OPERATING BUDGET OVERVIEW electricity transported on SDG&E lines, but purchased from another source. The "in-lieu" tax captures the franchise taxes on gas and electricity that is transported using public lands but which would not otherwise be included in the calculations for franchise taxes, due to deregulation of the power industry. The majority of the "in-lieu" taxes received is attributable to Cabrillo Power, the operator of the Encina power plant, based on the gas used in the generation of electricity. Franchise Taxes I Other Franchise I SDG&E Franchise 2002 2004 2006 Fiscal Year 2008e and engineering activities occur months or years before any The FY 2008-09 forecast essentially predicts the same amount of SDG&E franchise revenue as the previous year. Development-related revenues include planning, engineering and building permits, and fees paid by developers to cover the cost of reviewing and monitoring development activities such as plan checks and inspections. These revenues are difficult to predict, as many of the planning structures are actually built. Development-related revenues have been declining during Fiscal Year 2007-08 due to the slow down in the economy especially the softening in the real estate market. For the FY 2008-09 budget, the development-related revenues are anticipated to continue to decline as a result of the economy and real estate market. For FY 2006-07 there were 472 units permitted for residential housing. For FY 2007-08 approximately 339 residential units have been permitted. For FY 2008-09, 193 permits are projected to be issued for residential housing. The commercial and industrial building activity remained strong for FY 2006-07 however, it too has slowed in FY 2007-08 and is expected to continue slowing in FY 2008-09. A 25% decline in building related revenue is projected for next year, this is in addition to a 13% decline from FY 2006-07 to FY 2007-08. Business license taxes are closely tied to the health of the economy and are projected to remain relatively flat at an estimated $3.1 million. There are currently about 8,500 licensed businesses in Carlsbad, with over 2,500 of them home-based. All other revenues include vehicle license fees, transfer taxes, interest earnings, ambulance fees, recreation fees, and other charges and fees. The estimate for Fiscal Year 2008-09 totals $16.1 million, a $2.3 million decrease from Fiscal Year 2007-08, due mainly to a one-time reimbursement ($1.0 million) received from the Federal Highway Administration in FY 2007-08 for the 2005 winter storm damage in the City, as well as a reduction in several other intergovernmental charges due to the economic slowdown. Transfer taxes are those taxes paid to the county upon the transfer of interests in real estate. The tax is 55 cents per $500 of property value, and is split equally between the county and the City. Carlsbad expects to receive approximately $800,000 in transfer taxes for FY 2007-08, and about the same in FY 2008-09. Income from investments and property includes interest earnings, as well as rental income from City-owned land and facilities. The City is expected to earn about $3.0 million in interest on its General Fund investments for Fiscal Year 2008-09. Overall, General Fund revenues are expected to be relatively flat with little or no growth. This lack of growth is due to the economic uncertainty as well as the soft housing market. Although B-4 2008-2009 OPERATING BUDGET OVERVIEW the City experienced revenue growth between 9% and 17% in the late 1990's, it was not sustainable growth. Much of those increases were due to the opening of new hotels, restaurants, retail centers, and new home development. As the City matures, it will be increasingly more difficult to produce double-digit growth in revenues. With the current economic slow down, limited revenue growth is anticipated over the next two to three years with the City returning to 4% to 6% growth rates for revenue in the future. Other Funds Revenues from Special Revenue funds are expected to total $11.2 million in FY 2008-09, a $1.1 million decrease from FY 2007-08. The types of programs supported within Special Revenue funds are those funded by specific revenue streams such as: • Grants (Section 8 Rental Assistance, Community Development Block Grants, COPS Grant) • Special fees and assessments (Affordable Housing, Maintenance Assessment Districts) • Donations (Library, Cultural Arts, Recreation and Senior Donations) SPECIAL REVENUE FUNDS 2008-09 ESTIMATED REVENUES Maintenance Districts 20% Donations and Grants 5% All Others 2% Section 8 54% Affordable Housing 10% The most noteworthy change in the Special Revenue funds occurred in the Affordable Housing Trust Fund. Estimated revenues decreased $1.0 million from FY 2007-08. The Housing Trust Fund was set up to provide funding for the City's affordable housing programs. Revenues come from inclusionary housing fees, interest on cash balances, and payments on affordable housing loans. Most affordable housing loans to developers are set up so that payments are only due when funds are available from the project and loans to individual homeowners are usually not due until the home is sold; therefore, repayments are difficult to predict. For FY 2007-08, the City expects to receive about $640,000 in repayments. For FY 2008-09, only $75,000 has been estimated for loan repayments, as this revenue source is uncertain and so far only $75,000 is scheduled for repayment in FY 2008-09. The rest of the fund's revenue decrease is due to a state grant in the amount of $400,000 received in FY 2007-08 for the Hunter's Pointe apartment project. There are no grants budgeted for FY 2008-09. Enterprise fund revenues for FY 2008-09 are projected at $47.7 million, an increase of $7.3 million over current year projections. The increase in revenues is due to the proposed rate increases for Water and Wastewater funds. Enterprise funds are similar to a business, in that rates are charged to support the operations that supply the service. Carlsbad Enterprise funds include the water, recycled water, wastewater services, and solid waste management. The Water Enterprise Fund shows a significant increase in revenues of 21% over the previous year. A 20% increase in water rates is recommended in order to pay for rising water costs, passed through from the San Diego County Water Authority and Metropolitan Water District. In addition to purchased water costs, the City's cost to maintain its aging infrastructure has risen. It is estimated that the average increase to a household will be approximately $9.26 per month (fixed + variable). Even with these increases, Carlsbad's water rates are still among the lowest in the region as reflected in the chart below. B-5 2008-2009 OPERATING BUDGET OVERVIEW Monthly Water Bill Comparison with Other Agencies A rate increase is also being recommended in the Wastewater Enterprise fund of 9%. This will raise the base residential rate from $16.20 to $17.65 per month. Even with the proposed rate increase, Carlsbad's sewer rates are also still among the lowest in the region. Internal Service funds show estimated revenues of $15.7 million for FY 2008-09, a decrease of 1.3% or $200,000 from FY 2007-08 projections. Internal Service funds provide services within the City itself, and include programs such as the self-insurance funds for Workers' Compensation and Liability, as well as Information Technology and Vehicle Maintenance and Replacement. Departments pay for services provided by these funds; therefore, the rates charged for the services are based on the cost to provide the service. The goal of the Internal Service funds is to match their budgeted expenses with charges to the departments, after allowing for a certain level of reserves within the fund. B-6 2008-2009 OPERATING BUDGET OVERVIEW Redevelopment revenues are expected to total $3.9 million in the upcoming year, an increase of 2.6% or $105,000 over the projections from the previous year. This increase is the result of a slight increase in property tax increment revenues collected for the Village and South Carlsbad Coastal project areas. EXPENDITURES The City's Operating budget for FY 2008-09 totals $195.2 million, which represents an increase of $8.0 million, or 4.3%, over the adopted FY 2007-08 budget. The changes in each of the City's programs will be discussed below. Budgetary Policies The theme behind this year's budget development was to create a long-term plan for a balanced budget given the slowdown in the economy and the economic uncertainty. Departments were asked to have slow, managed and prudent budget growth to match the slowing economy. Departments were also encouraged to identify and propose budget efficiencies where possible. While the forecast shows expectations for a balanced budget in the future, the City also has a large capital program underway which will add additional pressure to the budget as the facilities are opened and need operation and maintenance. With the downturn in the economy, it is important to keep an eye focused on the future to ensure the City remains in good financial health. To achieve that end, the following policies were set: • Maintain current service levels. • No growth in maintenance and operations for FY 2008-09 unless for a new facility. • No new programs will be considered unless required under a legal mandate. • Identify new revenue generation opportunities. • Carefully review open positions prior to filling. • New positions will be limited to only those necessary to operate and maintain new facilities. • Budget requests for one-time funding to implement specific goals will be considered. • Generally, be prudent in budgeting. Consider cost containment measures and budget discretionary items at minimum levels. The City uses an "Expenditure Control Budget" (ECB) process in budgeting. In the ECB approach, each department is given a block appropriation containing sufficient funds to provide the current level of services for the upcoming year. As Carlsbad is a growing city, the block appropriation should contain sufficient funds to pay for inflationary increases as well as growth in the customer base. Every year the block is increased by an index for growth and inflation. However, for FY 2008-09, maintenance and operation remained at the FY 2007-08 levels due to the slower economy. No additional appropriations are expected during the year except in the case of a significant unanticipated event. Amounts that are unspent at the end of the fiscal year will be carried forward to the new fiscal year. At the end of FY 2007-08, the amounts carried forward by each department will be capped at no more than 10% of the previous year's adopted budget. Budgeted Expenditures Through the application of these guidelines and policies, the FY 2008-09 Operating Budget of $195.2 million was developed. The FY 2008-09 Operating Budget includes three new full-time employees: one Custodian and 0.5 Park Maintenance Worker in Public Works, a 0.5 Systems Administrator I in Information Technology, and the reclassification of a 1.0 limited-term Management Intern to a full-time Management Analyst in the City Manager's office. B-7 2008-2009 OPERATING BUDGET OVERVIEW The net decrease in hourly staff totaled approximately 2.51 full-time equivalents (FTE). These changes result in a City workforce of 714.25 full and three-quarter time employees and 137.83 hourly FTE. The staffing changes are discussed below in New Facilities. New Facilities The City has a large number of major capital projects scheduled to be built over the next five years. As the City completes these projects, the costs of maintaining and operating the facilities are added to the Operating Budget. The new Library Learning Center and seven new tennis courts at Poinsettia Park are both anticipated to open in August 2008. The Public Works Department has requested one Custodian and 0.5 Park Maintenance Worker and the Information Technology Department has requested a 0.5 Systems Administrator I to maintain and operate the new facilities in FY 2008-09. Budget by Fund Type This table below shows the changes in the proposed operating budget for FY 2008-09 compared to the adopted budget for Fiscal Year 2007-08. BUDGET EXPENDITURE SUMMARY BY FUND TYPE (in Millions Rounded) FUND GENERAL FUND SPECIAL REVENUE ENTERPRISE INTERNAL SERVICE REDEVELOPMENT TOTAL BUDGET 2007-08 $ 116.5 10.5 45.2 13.0 1.9 $ 187.1 BUDGET 2008-09 $ 118.3 11.3 48.3 15.2 2.0 $ 195.2 $ CHANGE $ 1.8 0.8 3.1 2.2 0.1 $ 8.0 % CHANGE 1 .6% 7.6% 6.9% 16.9% 5.3% 4.3% The General Fund contains most of the discretionary revenues that finance the basic core of City services. However, this should not diminish the importance of the other operating funds, as they also contribute to the array of services available within Carlsbad. The remainder of this section will provide more information about the proposed budgeted expenditures by fund and program. B-E 2008-2009 OPERATING BUDGET OVERVIEW General Fund The total budget for the General Fund is $118.3 million, which is 1.6% more than the previous year's budget of $116.5 million. As can be seen in the table to the right, the increase is mainly due to the increase in personnel costs which are offset by a decrease in capital outlay requests for FY 2008-09. GENERAL FUND SUMMARY BY EXPENDITURE TYPE (in Millions) PERSONNEL M&O CAPITAL OUTLAY TRANSFERS TOTAL BUDGET 2007-08 $ 74.2 33.1 1.0 8.2 $ 116.5 BUDGET 2008-09 $ 76.8 33.4 0.1 8.0 $ 118.3 $ CHANGE $ 2.6 0.3 (0.9) (0-2) $ 1.8 % CHANGE 3.5% 0.9% (90.0%) (2.4)% 1 .6% Personnel costs make up approximately 65% of the General Fund budget so any changes in these costs can have a significant effect on the total budget. Approximately $140,000 of the additional personnel costs are for the new proposed positions in FY 2008-09. Due to labor contracts with the City's employee groups, much of the remaining cost has been previously determined. GENERAL FUND PERSONNEL COSTS (In Millions) SALARIES HEALTH INSURANCE RETIREMENT WORKERS COMP OTHER PERSONNEL TOTAL BUDGET 2007-08 $ 51.3 6.3 13.9 1.6 1.1 $ 74.2 BUDGET 2008-09 $ 53.3 6.3 14.7 1.3 1.2 $ 76.8 $ CHANGE $ 2.0 0.0 0.8 (0.3) 0.1 $ 2.6 % CHANGE 3.9% 0.0% 5.8% (18.8%) 9.1% 3.5% slight decrease in the projected Workers' Compensation costs due claims. The table to the left shows the breakdown of personnel costs for the General Fund. Salaries include full and part-time staff costs and increased $2.0 million from the prior year. Benefits make up the remainder of the personnel costs. This year there is also a to decreased projected M&O stands for Maintenance and Operations. This category contains the funds for all program expenses other than personnel or capital outlay. Capital Outlay includes budgeted equipment purchases over $1,000. Capital outlay over $10,000 is further detailed in the Appendix. These amounts vary from year to year depending on the program needs. Transfers are amounts anticipated to be transferred from the General Fund to another fund at the City. The transfers included in this year's budget are to the following funds: • $7.8 million to the Infrastructure Replacement Fund - for major maintenance and replacement of City infrastructure. This represents 6.5% of the General Fund Revenues, consistent with FY 2007-08. • $90,000 to the Hosp Grove Debt Service Fund - for debt service on bonds issued to purchase Hosp Grove. Hosp Grove was originally a grove of eucalyptus trees. It has since been developed into a nature park containing trails and a tot lot. The final debt service payment for this bond issue is due August 2008; therefore this is the last year for B-9 2008-2009 OPERATING BUDGET OVERVIEW this transfer from the General Fund. • $1.1 million to the Information Technology Internal Service Fund - this is a transfer of previously budgeted non-departmental contingency to be used to purchase new capital equipment. • $170,000 to the Cultural Arts Donations Special Revenue Fund - this is a transfer of previously donated funds which were being held in the General Fund. These donations will now be accounted and expended from this Special Revenue Fund. Advances are amounts anticipated to be transferred from the General Fund to another City fund and are expected to be repaid to the General Fund in future years. The advances included in this year's budget are to the following funds: • $321,000 to the Median Maintenance Special Revenue Fund. This advance is needed to cover a cash shortfall since yearly assessments collected from property owners do not cover operating expenditures. • $1.3 million to the Golf Course for operations. The Golf Course is a new facility and there is very little history to support the budget development. The Golf Course's budget and financials are on a calendar year basis. For calendar year 2008, the Golf Course is projecting that revenues will be approximately $400,000 less than anticipated. This is primarily due to the economic slowdown and the poor weather. As a result of the economy, there is less revenue being generated through green fees than anticipated. The Canyons Restaurant, which is performing better than anticipated, is helping to compensate for the loss of golf revenues. In addition to the $400,000 additional shortfall for calendar year 2008, the budget advance includes approximately $900,000 for the estimated calendar year 2009 shortfall. The projected shortfall is primarily due to the habitat maintenance and monitoring requirements at the golf course. This is just an estimate as the 2009 budget will not be developed until the fall of 2008. • $136,000 from the Stormwater Fund to the General Fund to repay a prior advance. Another way of looking at the General Fund budget is by program. The chart below compares the recommended FY 2008-09 budget to the amounts adopted in the previous year. The significant changes are noted below. GENERAL FUND EXPENDITURES BY MAJOR SERVICE AREA (in Millions) FUND POLICY/LEADERSHIP ADMINISTRATIVE SERVICES PUBLIC SAFETY COMMUN ITY DEVELOPM ENT COMMUNITY SERVICES PUBLIC WORKS NON-DEPARTMENTAL CONTINGENCY TOTAL BUDGET 2007-08 $ 4.7 7.9 43.1 8.5 17.2 23.1 9.8 2.2 $ 116.5 BUDGET 2008-09 $ 4.8 7.6 44.7 8.1 18.1 23.3 9.4 2.3 $ 118.3 $ CHANGE $ 0.1 (0.3) 1.6 (0.4) 0.9 0.2 (0.4) 0.1 $ 1.8 % CHANGE 2.1% (2.5%) 3.7% (4.7%) 5.2% 0.4% (4.1%) 4.6% 1 .6% B-10 2008-2009 OPERATING BUDGET OVERVIEW • The Policy/Leadership Group includes all elected officials and the City Manager's Office. The 2.1% increase from FY 2007-08 to FY 2008-09 is primarily due to cost of living adjustments in salary and benefit costs. . The 2.5% decrease from FY 2007-08 to FY 2008-09 in Administrative Services is primarily due to $150,000 that was budgeted in the previous fiscal year for a Financing City Services goal. There are no goals with fiscal impact budgeted for Administrative Services in FY 2008-09. • The 3.7% growth in Public Safety reflects the negotiated increases in personnel costs. • In the Community Development area, the 4.7% decrease is due mainly to approximately $600,000 that was added in FY 2007-08 for start up costs for the Habitat Management Program. Only $150,000 is being requested for ongoing costs in FY 2008-09 which is a $450,000 reduction. • Community Services includes Recreation, Library and the Arts. The 5.2% increase reflects negotiated personnel increases and the costs associated with the opening of the Library Learning Center which include increased IT chargebacks related to the addition of a 0.5 Systems Administrator and maintenance charges on new equipment. • Public Works shows an overall increase of 0.4%. The increase reflects the addition of 1.5 new positions for new facilities, as discussed earlier, general personnel increases, as well as the impact of the additional operating costs associated with opening the Library Learning Center and Poinsettia Park tennis courts. • Non-departmental expenses include the transfers previously discussed as well as administrative and other expenses not associated with any one department. • The Council Contingency account is available to the City Council for unanticipated emergencies or unforeseen program needs during the year. It is budgeted at $2.3 million, or approximately 2% of the FY 2008-09 General Fund Budget, which is consistent with the $2.2 million budgeted in the prior fiscal year. During FY 2007-08, Council has authorized $1.3 million of these funds to be spent on various items including: purchase of a fire rescue ambulance, City Manager recruitment expenses, review of NRG's proposal to construct a new power plant and emergency repair work on the Tamarack Avenue sink hole. Changes in Other Funds Special Revenue funds, at $11.3 million, are up 7.6% from last year. This increase is due to the planned capital purchase of a Police mobile command post in the amount of $250,000 from the Asset Forfeiture Fund, the purchase of television equipment for $200,000 in the new Local Cable Infrastructure Fund and the remaining amount can be attributed to an increase in Community Development Block Grant program spending. The Local Cable Infrastructure Fund is a new fund created in FY 2007-08 in order to account for revenues and expenditures for the public education portion of cable franchise fees received. Previously these funds were controlled by the Carlsbad Community Television Foundation. B-11 2008-2009 OPERATING BUDGET OVERVIEW Enterprise funds total $48.3 million, which is an increase of $3.1 million over the FY 2007-08 budget. The most significant change is in Water operations. The combined fixed and variable cost of water purchased from the San Diego County Water Authority is projected to rise over 13% this next fiscal year. In addition, maintenance of Carlsbad's growing utility infrastructure is also driving up the cost of this enterprise. Wastewater operations increased from the current year budgeted amount due to higher costs of operating the Encina Wastewater plant, higher depreciation expense from the addition of completed facilities to the inventory, and continued implementation of the Waste Discharge Requirement Program (WDR). The WDR Program requirement is a result of an Order issued by the State Water Resources Control Board for the purpose of ensuring that overflows from the sanitary sewers are reduced statewide. This is an unfunded state mandate. In order to comply with this mandate, partial funding for additional staff and equipment were added to the FY 2007- 08 operating budget, and ongoing funding is being provided. The Internal Service funds budgets increased in total by approximately $2.2 million, or 16.9%. The Internal Service funds are self-supporting through user charges. Changes occurred in a number of these funds: • The Workers' Compensation Fund budget was decreased by an estimated $200,000 from FY 2007-08. This decrease reflects projections that settlements will continue to decrease from previous years and claims will remain at current levels. • The Liability Self-Insurance budget shows an increase of $340,000 based on current estimates of increased settlements and premiums projected in FY 2008-09. • The Vehicle Maintenance Fund budget has increased by nearly $300,000 in FY 2008- 09. This reflects the increased cost of fuel and the maintenance of City vehicles and $100,000 in capital outlay for the upgrade of the fuel vapor extraction equipment for the fueling system. • The Vehicle Replacement Fund budget varies from year to year depending on the vehicles to be replaced. The estimated budget for the Fund is $133,000 more than the previous year, or a 15.0% increase. A list of the requested vehicles can be found at the end of this document. • The Information Technology Fund shows an increase in the Department's budget of approximately $1.6 million. This increase is mainly due to increases in major capital outlay. A list of planned major capital outlay requests can be found at the end of this document. The Redevelopment Agency budgets have increased by 5.3% or an estimated $100,000 from the previous year. SUMMARY This budget emphasizes maintenance and operation of the City's current infrastructure. No new programs or expanded levels of service are included in the budget, being conscious of the economic slowdown. The 10 year financial forecast, while balanced, is reflecting less projected surpluses in each of the ten years than in previous years' forecasts. The City will need to monitor its revenues and expenditures closely to ensure we live within our means through these turbulent and uncertain economic times. The 10 year financial forecast is a useful tool to manage our way through the economic uncertainty. B-12 2008-2009 OPERATING BUDGET OVERVIEW The City of Carlsbad has a diverse revenue base and is in a good economic position; however, Carlsbad is not immune to the economy. The planning and foresight by the City Council and residents have provided a sound economic base for the City. Fiscal conservatism, which has consistently been the city's overall approach to managing its finances, will be even more important during this economic slowdown. The challenges for the future will also include transitioning from a developing City to a fully built City; it will be about managing costs while continuing to look for appropriate revenue streams sufficient to pay for the services desired by the citizens. This year's budget reflects the anticipated achievement of Council's vision and goals for the City. It allocates the available funding in a manner that proactively plans for the future. This plan will provide essential City services to all who live, work, and play in Carlsbad. B-13 CITY OF CARLSBAD OPERATING FUNDS PROJECTED FUND BALANCES FUND GENERAL FUND ADVANCE FROM SOLID WASTE TRANSFER TO CIP-SAFETY TRAINING FACILITY ADVANCE TO MEDIAN MAINTENANCE ADVANCE TO SOLID WASTE TOTAL SPECIAL REVENUE POLICE ASSET FORFEITURE COPS GRANT POLICE GRANTS HOUSING SECTION 8 AFFORDABLE HOUSING CDBG ENTITLEMENT LIBRARY ENDOWMENT FUND LIBRARY GIFTS/BEQUESTS TREE MAINTENANCE MEDIAN MAINTENANCE STREET LIGHTING BUENA VISTA CRK CHNL MNT LIGHTING AND LANDSCAPING DIST #2 CULTURAL ARTS DONATIONS PUBLIC ART RECREATION DONATIONS SENIOR DONATIONS COMMUNITY ACTIVITY GRANTS LOCAL CABLE INFRASTRUCTURE FUNDS TOTAL ENTERPRISE WATER OPERATIONS RECYCLED WATER OPERATIONS WASTEWATER OPERATIONS SOLID WASTE MANAGEMENT TOTAL INTERNAL SERVICE WORKER'S COMP SELF INSURANCE RISK MANAGEMENT SELF-INSURED BENEFITS VEHICLE MAINTENANCE VEHICLE REPLACEMENT INFORMATION TECHNOLOGY TOTAL REDEVELOPMENT VILLAGE OPERATIONS / DEBT SVC VILLAGE LOW/MOD INCOME HOUSING SCCRA OPERATIONS / DEBT SVC SCCRA LOW/MOD INCOME HOUSING TOTAL TOTAL OPERATING FUNDS UNRESERVED BALANCE JULY 1,2007 66,083,403 66,083,403 641,626 83,213 2,561 1.218,074 12.430,883 0 270,301 72,202 502,094 270,666 786.724 1 .048.937 273.169 88.898 205.186 109,745 198,960 1.016,069 0 19,219.308 (1,696.153) 3.092,477 2,894,181 7,504,770 11,795,275 5,665,644 310,130 11.880,816 205.214 14,726,346 4,438,524 37,226,674 2,930,411 3,592,924 325,948 363,116 7,212,399 $141,537,059 ESTIMATED REVENUES 120,183,000 120,183,000 191.980 200,162 28.095 6.490,969 2,140,996 518,940 14,200 74,585 485,391 365,630 950,661 143,000 476,623 59,485 11,000 42,000 19,000 53,500 75,000 12,341,217 24,766.494 3,804.339 8,829,643 3,008,058 40,408,534 2.205.469 1.539.776 1,422.274 2,523,045 2,431,321 5,728,594 15,850,479 2,868.640 888,000 17,614 18,900 3,793.154 $192,576,384 ESTIMATED FUND EXPENDITURES TRANSFERS 116,728,866 136,000 (10,850,000) (108,000) (138,800) 116,728,866 153,009 178,980 30,656 5,720,511 817.052 480.855 14,400 118.825 598.368 709,226 108,000 1,244,978 90,600 248,434 63,368 22,100 17,900 60,267 30.000 0 10,599,529 26,011.539 4,861,031 10.426,634 3,225,239 2.800 44,524,443 1.774,325 1,379,109 9.169,353 2.512,055 2,685,557 6,723,932 24,244,331 1,661,275 108,418 184,075 47,754 2,001,522 $198,098,691 ($10,850,000) PROJECTED BALANCE JUNE 30, 2008 69,537,537 136,000 (10,850,000) (108,000) (138,800) 58,576,737 680,597 104,395 0 1,988,532 13,754,827 38,085 270,101 27,962 389,117 35,070 492,407 1,101,337 501,358 85,015 194,086 133,845 157.693 1.039,569 75,000 21.068,996 (2,941,198) 2,035,785 1,297,190 7,290,389 7,682,166 6.096,788 470.797 4,133,737 216,204 14,472,110 3,443,186 28,832,822 4,137,776 4,372.506 159,487 334,262 9,004,031 $125,164.752 B-14 CITY OF CARLSBAD OPERATING FUNDS PROJECTED FUND BALANCES FUND GENERAL FUND ADVANCE FROM SOLID WASTE ADVANCE TO MEDIAN FUND ADVANCE FOR GOLF COURSE OPERATIONS TRANSFER TO IT (NON-DEPT CONTINGENCY) TOTAL SPECIAL REVENUE POLICE ASSET FORFEITURE COPS GRANT POLICE GRANTS HOUSING SECTION 8 AFFORDABLE HOUSING CDBG ENTITLEMENT LIBRARY ENDOWMENT FUND LIBRARY GIFTS/BEQUESTS TREE MAINTENANCE MEDIAN MAINTENANCE STREET LIGHTING BUENA VISTA CRK CHNL MNT LIGHTING AND LANDSCAPING DIST #2 CULTURAL ARTS DONATIONS PUBLIC ART RECREATION DONATIONS SENIOR DONATIONS COMMUNITY ACTIVITY GRANTS LOCAL CABLE INFRASTRUCTURE FUNDS TOTAL ENTERPRISE WATER OPERATIONS RECYCLED WATER OPERATIONS WASTEWATER OPERATIONS SOLID WASTE MANAGEMENT TOTAL INTERNAL SERVICE WORKER'S COMP SELF INSUR RISK MANAGEMENT SELF-INSURED BENEFITS VEHICLE MAINTENANCE VEHICLE REPLACEMENT INFORMATION TECHNOLOGY TOTAL REDEVELOPMENT VILLAGE OPERATIONS / DEBT SVC VILLAGE LOW/MOD INCOME HOUSING SCCRA OPERATIONS / DEBT SVC SCCRA LOW/MOD INCOME HOUSING TOTAL TOTAL OPERATING FUNDS PROJECTED BALANCE ESTIMATED JULY 1,2008 REVENUES 58,576,737 120.677.505 58.576,737 120,677,505 680.597 73,000 104,395 213,500 0 0 1.988,532 5,987,044 13,754,827 1,040,000 38,085 1,017,065 270,101 14,000 27,962 26,200 389,117 478.368 35.070 365.421 492.407 900,282 1.101.337 144,100 501,358 392.290 85.015 235.901 194.086 6,800 133,845 52,443 157,693 13,700 1,039,569 45,000 75,000 150,000 21,068,996 11,155,114 (2,941,198) 29,570,610 2,035,785 4,886,070 1,297,190 9,663.719 7,290,389 3,573,169 7,682,166 47,693,568 6,096,788 1,608.787 470.797 1.354,144 4,133,737 923,349 216,204 3,153,409 14,472,110 2,657,149 3,443,186 5,950,560 28,832,822 15,647,398 4,137.776 2,956,303 4,372,506 914,543 159,487 13,800 334,262 14,000 9,004,031 3,898,646 $125,164,752 $199,072,231 ADOPTED BUDGET 118,331,742 118,331,742 313,500 240,462 0 5,896,617 408,007 1,054,750 16,000 25,000 604,933 721,058 1,170.021 111,500 196,887 87,560 38,900 93,200 59,300 40,000 222,829 11,300,524 28,468,851 6,195,723 10,245,746 3,398,438 48,308,758 1,829,429 1,691,190 996,405 3,041,107 998,000 6,674,450 15.230,581 1,698,237 96,692 173,287 43,910 2,012,126 $195,183,731 PROJECTED FUND RESERVED BALANCE TRANSFERS BALANCES JUNE 30, 2009 60,922,500 136,000 136.000 (321,000) (321.000) (1.350,000) (1.350,000) (1,068,080) (1,068,080) 58,319,420 440.097 77,433 0 2.078,959 (2.472.337) 11,914,483 400 (250,000) 18.101 29.162 262,552 321,000 433 222,668 1,133,937 696,761 233,356 161,986 93,088 112,093 (1,000,000) 44,569 2,171 17,522,249 (1,839,439) 726,132 715,163 (136,000) 7,329,120 6,930,976 (3,500,000) 2,376,146 (750,000) (616.249) (3,602,851) 457.830 328.506 (5,000,000) 11,131,259 1,068,080 (1,071,902) 2.715,474 16,392,966 5,395,842 (1,014,000) 4,176.357 0 304.352 9,876,551 ($1,350,000) ($18,661.090) $109,042,162 B-15 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 2006-07 $43,651,329 27,888,562 12,929,008 5.346,108 3,055,710 1,261,849 94,132,566 608,257 8,704,644 9,312,901 1,006,155 1,087,651 2,093,806 1,097,045 733,740 1,614,082 1,720.624 1,650,556 777,044 7,593,091 1,262.006 5,884,805 2,122,938 2,145.435 124,547,548 PROJECTED REVENUE 2007-08 $47,786.000 28,501,000 13,575,000 4,912,000 3,132,000 788,000 98,694,000 529,000 3.507,000 4,036,000 781,000 877,000 1,658,000 788,000 762,000 1,594,000 1,796,000 1,707,000 803,000 7,450,000 1,305,000 3,903,000 2,570,000 567,000 120,183,000 ESTIMATED REVENUE 2008-09 $50,305,000 28,498,000 14.786,000 4,995.000 3,132,000 833,000 102,549,000 547,000 1.309,000 1,856,000 721,000 786,000 1,507,000 418,000 680,000 1 ,005,000 1.854,000 1,779,000 403,000 6,139,000 1,212,000 3,873,000 2,998,000 543,505 120,677,505 AS% OF FY 07-08 PROJECTED 5.3% 0.0% 8.9% 1.7% 0.0% 5.7% 3.9% 3.4% -62.7% -54.0% -7.7% -10.4% -9.1% -47.0% -10.8% -37.0% 3.2% 4.2% -49.8% -17.6% -7.1% -0.8% 16.7% -4.1% 0.4% DIFFERENCE 2007-08 TO 2008-09 2,519,000 (3,000) 1,211,000 83,000 0 45,000 3,855,000 18,000 (2,198,000) (2,180,000) (60,000) (91,000) (151,000) (370,000) (82,000) (589,000) 58,000 72,000 (400.000) (1,311.000) (93.000) (30,000) 428,000 (23,495) 494,505 * Interest is calculated on an amortized cost basis. .B-16 CITY OF CARLSBAD OPERATING FUNDS REVENUE ESTIMATES REVENUE SOURCE SPECIAL REVENUE FUNDS POLICE ASSET FORFEITURE ASSET FORFEITURES INTEREST TOTAL COPS GRANT STATE FUNDING (AB3229) INTEREST TOTAL POLICE GRANTS FEDERAL GRANT INTEREST OTHER TOTAL HOUSING -SECTION 8 FEDERAL GRANT INTEREST OTHER TOTAL AFFORDABLE HOUSING AFFORDABLE HOUSING FEES FEDERAL GRANT STATE GRANT INTEREST OTHER TOTAL CDBG ENTITLEMENT FEDERAL GRANT INTEREST OTHER TOTAL LIBRARY ENDOWMENT FUND INTEREST TOTAL LIBRARY GIFTS/BEQUESTS GIFTS/BEQUESTS INTEREST TOTAL TREE MAINTENANCE TREE MAINTENANCE FEES INTEREST TOTAL MEDIAN MAINTENANCE MEDIAN MAINTENANCE FEES INTEREST TOTAL ACTUAL PROJECTED REVENUE REVENUE 2006-07 2007-08 124,684 154,480 32,640 37,500 157,324 191,980 191.926 194,862 4,710 5,300 196,636 200,162 6,695 28,095 828 0 1,651 0 9,174 28,095 6,017,514 6,404.969 12,462 47,000 27,119 39,000 6,057,095 6,490,969 278,609 164,000 6,663 300.000 0 400,500 641,979 606,233 337.773 670,263 1,265,024 2,140,996 257,599 435,075 48,608 46,770 43,774 37,095 349,981 518,940 14,602 14,200 14,602 14,200 102,126 70,235 5,890 4,350 108,016 74,585 457,649 460.391 33,674 25,000 491,323 485.391 366.295 365,630 2,389 0 368,684 365,630 ESTIMATED REVENUE 2008-09 50,000 23,000 73,000 210,000 3,500 213,500 0 0 0 0 5,956,044 1 1 ,000 20,000 5,987.044 195,000 239,000 0 606,000 0 1 ,040,000 927,065 45,000 45,000 1,017,065 14,000 14,000 25,000 1,200 26,200 462,768 15,600 478,368 365,421 0 365,421 AS % OF FY 07-08 PROJECTED -67.6% -38.7% -62.0% 7.8% -34.0% 6.7% -100.0% 0.0% 0.0% -100.0% -7.0% -76.6% -48.7% -7.8% 0.0% 0.0% -20.3% -100.0% 0.0% -100.0% -51.4% 113.1% -3.8% 21.3% 96.0% -1.4% -1.4% -64.4% -72.4% -64.9% 0.5% -37.6% -1.5% -0.1% 0.0% -0.1% DIFFERENCE 2007-08 TO 2008-09 (104,480) (14,500) (118,980) 15,138 (1.800) 13,338 (28,095) 0 0 (28,095) (448,925) (36,000) (19,000) (503,925) 31,000 (61,000) (400,500) (233) (670,263) (1.100,996) 491,990 (1,770) 7,905 498,125 (200) (200) (45,235) (3,150) (48,385) 2.377 (9,400) (7,023) (209) 0 (209) B-17 CITY OF CARLSBAD OPERATING FUNDS REVENUE ESTIMATES REVENUE SOURCE STREET LIGHTING STREET LIGHTING FEES INTERDEPARTMENTAL OTHER INTEREST TOTAL BUENA VISTA CREEK CHNL MAINT BUENA VISTA FEES INTEREST TOTAL LIGHTING AND LANDSCAPING DIST #2 LLD#2FEES INTEREST OTHER TOTAL CULTURAL ARTS DONATIONS DONATIONS INTEREST OTHER TOTAL PUBLIC ART INTEREST TOTAL RECREATION DONATIONS DONATIONS INTEREST TOTAL SENIOR DONATIONS DONATIONS INTEREST TOTAL COMMUNITY ACTIVITY GRANTS INTEREST TOTAL LOCAL CABLE INFRASTRUCTURE FUNDS CABLE FEES INTEREST TOTAL TOTAL SPECIAL REVENUE FUNDS ACTUAL REVENUE 2006-07 711,783 28,000 206,040 46,917 992,740 100,191 52,648 152,839 269,625 6,132 3,000 278,757 40,720 3,914 0 44,634 11,008 11,008 24,078 6,044 30,122 8.239 10,828 19,067 54,413 54,413 0 0 0 10,601,439 PROJECTED REVENUE 2007-08 721,574 28,000 167,087 34,000 950,661 100,000 43,000 143,000 470,423 6,200 0 476,623 54,993 4,492 0 59,485 1 1 .000 11,000 35,500 6.500 42,000 9,000 10,000 19,000 53,500 53,500 75,000 0 75,000 12,341,217 ESTIMATED REVENUE 2008-09 726,101 28,000 126,481 19,700 900.282 100,000 44,100 144.100 385,290 7,000 0 392,290 37,000 9.000 189,901 235,901 6,800 6,800 48,000 4,443 52,443 9,000 4.700 13,700 45.000 45.000 150.000 ,_ 0 150.000 11.155,114 AS% OF FY 07-08 PROJECTED 0,6% 0.0% -24.3% -42.1% -5.3% 0.0% 2.6% 0.8% -18.1% 12.9% 0.0% -17.7% -32.7% 100.4% 0.0% 296.6% -38.2% -38.2% 35.2% 0.0% 24.9% 0.0% -53.0% -27.9% -15.9% -15.9% 100.0% 0.0% 100.0% -9.6% DIFFERENCE 2007-08 TO 2008-09 4,527 0 (40.606) (14,300) (50,379) 0 1,100 1,100 (85,133) 800 0 (84.333) (17,993) 4,508 189,901 176.416 (4,200) (4,200) 12.500 0 10,443 0 (5,300) (5,300) (8,500) (8,500) 75,000 0 75,000 (1,186,103) B-18 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 OVERHEAD SERVICE CONNECTION FEES AGRICULTURAL CREDITS OTHER TOTAL RECYCLED WATER WATER SALES READY-TO-SERVE CHARGE RECYCLED WATER CREDITS INTEREST OTHER TOTAL WASTEWATER OPERATIONS SERVICE CHARGES MISC SEWER ENGINEERING OVERHEAD PENALTY FEES INTEREST OTHER TOTAL SOLID WASTE MANAGEMENT INTEREST RECYCLING FEES (AB939) PENALTY FEES TRASH SURCHARGE OTHER TOTAL TOTAL ENTERPRISE FUNDS ACTUAL REVENUE 2006-07 1 15,482,110 4,131,557 2,505,551 97,650 112,863 268,000 748,127 110,876 125,100 129,078 1,509,009 25,219,921 1,811,240 139,776 839,367 307,076 20,018 3,117,477 7,397,978 37,759 118,703 70,916 300,953 9.941 7.936.250 390,229 291,093 49,838 1,626,441 19,484 2,377,085 38,650,733 PROJECTED REVENUE 2007-08 16,048,769 4,720,000 2,730.725 87,000 115.000 235,000 150.000 100,000 80,000 100,000 400,000 24,766,494 2,241,925 170,323 1.182,800 209,291 0 3,804,339 8.436,613 38,285 122.263 71,904 142,067 18,511 8.829,643 300.191 297,796 51,832 2,219,439 138,800 3,008,058 40,408.534 ESTIMATED REVENUE 2008-09 19.505,674 5,640,932 2,864,531 85,000 161,715 326,905 (117,648) 102,500 80,000 96,000 825,001 29,570,610 2,909,896 205,467 1,578,580 178,127 14,000 4,886,070 9,292,550 38,683 125.000 72,652 115,767 19,067 9,663,719 294,244 309,708 53,905 2,761,039 154,273 3,573.169 47,693,568 AS% OF FY 07-08 PROJECTED 21.5% 19.5% 4.9% -2.3% 40.6% 39.1% -178.4% 2.5% 0.0% -4.0% 106.3% 19.4% 29.8% 20.6% 33.5% -14.9% 0.0% 28.4% 10.2% 1 .0% 2.2% 1.0% -18.5% 3.0% 9.5% -2.0% 4.0% 4.0% 24.4% 11.2% 18.8% 18.0% DIFFERENCE 2007-08 TO 2008-09 3,456.905 920,932 133,806 (2,000) 46,715 91,905 (267,648) 2,500 0 (4,000) 425,001 4,804,116 667.971 35,144 395,780 (31.164) 14,000 1,081,731 855,937 398 2,737 748 (26,300) 556 834,076 (5,947) 11,912 2,073 541,600 15,473 565.111 7,285,034 B-19 CITY OF CARLSBAD OPERATING FUNDS REVENUE ESTIMATES REVENUE SOURCE INTERNAL SERVICE FUNDS WORKERS' COMP SELF-INSURANCE INTERDEPARTMENTAL INTEREST OTHER TOTAL LIABILITY SELF-INSURANCE INTERDEPARTMENTAL INTEREST OTHER TOTAL SELF-INSURED BENEFITS INTERDEPARTMENTAL INTEREST OTHER TOTAL VEHICLE MAINTENANCE INTERDEPARTMENTAL INTEREST OTHER TOTAL VEHICLE REPLACEMENT INTERDEPARTMENTAL INTEREST OTHER TOTAL INFORMATION TECHNOLOGY FEDERAL GRANT INTERDEPARTMENTAL INTEREST OTHER TOTAL TOTAL INTERNAL SERVICE FUNDS ACTUAL PROJECTED REVENUE REVENUE 2006-07 2007-08 2,350,492 1,862,395 258.010 335,741 55,358 7,333 2.663,860 2,205,469 1,374,019 1,507,380 28.889 6,845 256,030 25,551 1,658,938 1.539,776 8,790,997 973,529 0 388,570 50,630 60,175 8,841,627 1,422,274 2.463,351 2,498,553 4,583 5,679 19,660 18,813 2,487,594 2,523,045 1,372,415 1,940,578 474,090 490.743 0 0 1,846,505 2,431,321 43,552 140,878 4.542,885 5.393,716 221.465 194.000 66 0 4.807.968 5.728,594 22,306.492 15,850.479 ESTIMATED REVENUE 2008-09 1,397,000 206,288 5.499 1,608,787 1,324,610 3,013 26,521 1,354,144 860,887 0 62,462 923,349 3,134.077 2,152 17,180 3,153,409 2,237,306 419.843 0 2.657,149 0 5.825,560 125,000 0 5.950.560 15.647,398 AS% OF FY 07-08 PROJECTED -25,0% -38.6% -25.0% -27.1% -12.1% -56.0% 3.8% -12.1% -11.6% -100.0% 3.8% -35.1% 25.4% -62.1% -8.7% 25.0% 15.3% -14.5% 0.0% 9.3% -1000% 8.0% -35.6% 0.0% 3.9% -1.3% DIFFERENCE 2007-08 TO 2008-09 (465,395) (129,453) (1,834) (596.682) (182,770) (3,832) 970 (185,632) -100.0% 0.0% 2,287 (498,925) 635,524 (3,527) (1,633) 630.364 296,728 (70.900) 0 225,828 (140,878) 431,844 (69,000) 0 221,966 (203,081) B-20 CITY OF CARLSBAD OPERATING FUNDS REVENUE ESTIMATES REVENUE SOURCE REDEVELOPMENT FUNDS VILLAGE OPERATIONS / DEBT SERVICE RENTAL INCOME TAX INCREMENT INTEREST OTHER TOTAL VILLAGE LOW AND MOD INCOME HSNG TAX INCREMENT INTEREST TOTAL SCCRA OPERATIONS / DEBT SERVICE TAX INCREMENT INTEREST OTHER TOTAL SCCRA LOW AND MOD INCOME HSNG TAX INCREMENT INTEREST TOTAL TOTAL REDEVELOPMENT FUNDS ACTUAL PROJECTED REVENUE REVENUE 2006-07 2007-08 44,118 66,960 2,664,424 2,648,000 113,353 140.000 11,055 13,680 2,832,950 2.868.640 666,106 662,000 167,076 226.000 833.182 888,000 0 0 23,338 17,614 10,000 0 33,338 17,614 0 0 20,176 18,900 20,176 18,900 3,719,646 3,793,154 ESTIMATED REVENUE 2008-09 60,000 2,738.303 145,000 13,000 2.956,303 684,543 230,000 914,543 0 13,800 0 13.800 0 14,000 14,000 3,898,646 AS% OF FY 07-08 PROJECTED -10.4% 3.4% 3.6% -5.0% 3.1% 3.4% 1 .8% 3.0% 0.0% -21.7% 0.0% -21.7% 0.0% -25.9% -25.9% 2.8% DIFFERENCE 2007-08 TO 2008-09 (6,960) 90,303 5,000 (680) 87,663 22,543 4,000 26,543 0 (3,814) 0 (3,814) 0 (4.900) (4,900) 105,492 TOTAL OPERATING $199,825,858 $192,576,384 $199,072,231 3.4%$6,495,847 B-21 CITY OF CARLSBAD OPERATING FUNDS BUDGET EXPENDITURE SCHEDULE DEPARTMENT GENERAL FUND POLICY AND LEADERSHIP GROUP CITY COUNCIL CITY MANAGER COMMUNICATIONS CITY CLERK CITY ATTORNEY CITY TREASURER TOTAL POLICY/LEADERSHIP GROUP ADMINISTRATIVE SERVICES ADMINISTRATION FINANCE HUMAN RESOURCES RECORDS MANAGEMENT TOTAL ADMINISTRATIVE SERVICES PUBLIC SAFETY POLICE FIRE TOTAL PUBLIC SAFETY COMMUNITY DEVELOPMENT COMMUNITY DEVEL ADMIN GEOGRAPHIC INFORMATION ECONOMIC DEVELOPMENT PLANNING BUILDING TOTAL COMMUNITY DEVELOPMENT COMMUNITY SERVICES LIBRARY CULTURAL ARTS PROGRAM RECREATION SENIOR PROGRAMS TOTAL COMMUNITY SERVICES 2005-06 2006-07 ACTUALS ACTUALS 336.692 365,296 1,281,088 1,325,334 965,214 923,185 143,395 274,267 1,126,898 1,233,596 161,239 163,376 4,014,526 4,285.054 541,333 725,977 2,526,183 3,037,751 1,989,763 2,141,082 803,838 891,994 5,861,117 6,796,804 22,680.660 24,498.328 13,856,441 15,082,999 36,537,101 39,581,327 913.458 823,070 435,237 432,116 179,970 189,493 3,059.071 3,348,610 2,122.623 2,113,706 6,710.359 6.906,995 8,716.112 9.202,445 816,224 854,489 5,150,270 5,595,013 723,766 803,291 15,406,372 16,455,238 2007-08 ESTIMATED EXPENDITURES 376,202 1 ,679.083 1.167,532 170,270 1,260,970 180,683 4,834,740 878,816 3,348,482 2,311,855 911,134 7,450,287 26,168,093 17,837,431 44,005,524 1.268,766 519,284 329,175 3,734,399 2,323,810 8,175,434 9.414,775 847,245 5,414,860 1,087,823 16,764,703 2007-08 ADOPTED BUDGET 392,144 1,625.349 1.048,217 163,669 1.264,233 192,675 4,686,287 1,054,532 3,049,051 2,844,348 924,501 7,872,432 25,864.578 17,181,178 43,045,756 706,926 556,882 321,539 4,554,556 2,344,732 8,484,635 9,636,275 842,916 5,764,780 994,046 17,238,017 2008-09 FINAL BUDGET 402,334 1.674.222 1,070.356 189,075 1,298,233 196,027 4.830,247 917,031 3,134,377 2,632,979 931,505 7,615,892 27,184,380 17,465.707 44.650.087 723,016 574,245 434.117 4.011,114 2.393.693 8.136,185 10,114.524 1.031,701 5,962.002 995.826 18,104,053 %INCR (DEC) 07-08 BUD TO 08-09 BUD 2.6% 3.0% 2.1% 15.5% 2.7% 1.7% 3.1% -13.0% 2.8% -7.4% 0.8% -3.3% 5.1% 1 .7% 3.7% 2.3% 3.1% 35.0% -11.9% 2.1% -4.1% 5.0% 22.4% 3.4% 0.2% 5.0% NOTE: Estimated expenditures may exceed Adopted Budget since they include prior year budget appropriations. B-22 CITY OF CARLSBAD OPERATING FUNDS BUDGET EXPENDITURE SCHEDULE DEPARTMENT PUBLIC WORKS PUBLIC WORKS ADMIN ENGINEERING FACILITIES MAINTENANCE PARK MAINTENANCE STREET MAINTENANCE TRAFFIC SIGNAL MAINT TRAILS MAINTENANCE TOTAL PUBLIC WORKS NON-DEPARTMENTAL COMMUNITY PROMOTION COMMUNITY CONTRIBUTIONS BEACH PARKING HOSP GROVE PAYMENT PROPERTY TAX AND OTHER ADMIN DUES & SUBSCRIPTIONS INFRASTRUCTURE REPLACE TRANS MANAGEMENT INCENTIVE PAY DISASTER PREPAREDNESS LEGAL SERVICES TRANSFER TO CIP MISC / TRANSFERS OUT TOTAL NON-DEPARTMENTAL SUBTOTAL GENERAL FUND CONTINGENCIES TOTAL GENERAL FUND 2005-06 ACTUALS 908,190 6,085,520 3,246,660 4,078,500 2,641,551 953,588 132,537 18,046,546 338,668 66,500 2,434 800,000 436,028 58,207 4,250,000 0 5,499,702 118,030 600,000 50.000 12,219,569 98,795,590 0 98,795,590 2006-07 ACTUALS 980,043 6.312,871 3,421,226 4,846,336 3,504,395 986,231 223,061 20,274,163 0 33,714 0 275,000 453,875 54,749 7,200.000 0 1,270,955 117.086 0 4.878,487 14,283,866 108,583,447 0 108,583,447 2007-08 ESTIMATED EXPENDITURES 1,111,523 9,946,462 4,437,005 5,417,037 3,385,729 1,056,165 277,856 25,631,777 0 45,000 0 275,000 495,600 55,000 7.900,000 0 870,801 225,000 0 0 9.866,401 116,728,866 0 116,728,866 2007-08 ADOPTED BUDGET 1,123.216 8,827,907 3.823.980 5,208,007 3.060,435 738,997 338,789 23,121,331 0 60,000 36,000 275,000 550.600 75,700 7,900,000 635,000 0 250.000 0 0 9.782,300 114,230.758 2.240,000 116,470,758 2008-09 FINAL BUDGET 1.064,153 9,087.826 3,817,122 5,069,059 3,092,862 792,011 353,645 23,276,678 0 0 36.000 90,000 540,700 66,900 7,800,000 635,000 0 250,000 0 0 9.418,600 116.031,742 2,300,000 118,331,742 %INCR (DEC) 07-08 BUD TO 08-09 BUD -5.3% 2.9% -0.2% -2.7% 1.1% 7.2% 4.4% 0.7% -100.0% 0.0% -67.3% -1.8% -1 1 .6% -1.3% 0.0% 0.0% -3.7% 1 .6% 2.7% 1 .6% B-23 CITY OF CARLSBAD OPERATING FUNDS BUDGET EXPENDITURE SCHEDULE DEPARTMENT SPECIAL REVENUE FUNDS POLICE ASSET FORFEITURE COPS FUND POLICE GRANTS HOUSING SECTION 8 AFFORDABLE HOUSING CDBG ENTITLEMENT LIBRARY ENDOWMENT FUND LIBRARY GIFTS/BEQUESTS TREE MAINTENANCE MEDIAN MAINTENANCE STREET LIGHTING BUENA VISTA CRK CHNL MNT LIGHTING AND LANDSCAPING DIST #2 CULTURAL ARTS DONATIONS PUBLIC ART RECREATION DONATIONS SENIOR DONATIONS COMMUNITY ACTIVITY GRANTS LOCAL CABLE INFRASTRUCTURE FUNDS TOTAL SPECIAL REVENUE FUNDS ENTERPRISE FUNDS WATER OPERATIONS RECYCLED WATER OPERATIONS WASTEWATER OPERATIONS SOLID WASTE MANAGEMENT TOTAL ENTERPRISE FUNDS INTERNAL SERVICE FUNDS WORKERS COMP SELF INSURANCE LIABILITY SELF-INSURANCE SELF-INSURED BENEFITS VEHICLE MAINTENANCE VEHICLE REPLACEMENT INFORMATION TECHNOLOGY TOTAL INTERNAL SERVICE FUNDS REDEVELOPMENT VILLAGE OPERATIONS / DEBT SVC VILLAGE LOW/MOD INCOME HSNG SCCRA OPERATIONS / DEBT SVC SCCRA LOW/MOD INCOME HSNG TOTAL REDEVELOPMENT 2005-06 ACTUALS 81.952 118.390 13,906 5,732,312 252,157 965,154 10,050 117,072 603,625 557,835 1,166,130 44,783 53,060 40,006 13,241 11,670 8,697 28,058 0 9,818,098 22,493,595 2,986,327 8,366,660 1.817.495 35,664,077 1.333,263 1,104.140 1,035,588 2.391.685 1,256,387 4.121.442 11,242,505 2,375,507 67,190 411,968 30,149 2.884,814 2006-07 ACTUALS 152,853 131,080 39,798 5,208,220 341 ,796 370,135 10,251 114,526 578,008 510,376 951,686 49,747 117,018 41,936 8,501 21,351 14.494 30,000 0 8,691,776 38,707,083 3,418,249 8.601,772 1,987,290 52,714,394 1,284,199 2,238,935 793,414 2,526,020 1,228,245 4,735,829 12,806,642 2.591,480 62,371 185,155 29,760 2,868,766 2007-08 ESTIMATED EXPENDITURES 153,009 178,980 30.656 5,720,511 817,052 480.855 14,400 118,825 598.368 709,226 1,244,978 90,600 248,434 63,368 22,100 17,900 60,267 30,000 0 10,599,529 26,011,539 4,861,031 10,426,634 3,225,239 44.524,443 1,774,325 1,379,109 9,169,353 2,512,055 2,685,557 6.723.932 24,244,331 1,661,275 108,418 184,075 47.754 2,001,522 2007-08 ADOPTED BUDGET 140,351 219,746 0 6,020,512 436,366 602,848 12,350 0 598,368 709,226 1.244.978 90.600 248,434 59,520 26,100 16,200 64,500 30,000 0 10,520,099 26,048,581 4,971,322 10,846,430 3,300,761 45,167,094 2,028,576 1,349,977 967,540 2,745,984 865,000 5,034,921 12,991,998 1,609,336 95,604 180,293 43,595 1,928,828 2008-09 FINAL BUDGET 313,500 240,462 0 5,896,617 408,007 1,054,750 16,000 25,000 604,933 721,058 1,170,021 111.500 196,887 87,560 38,900 93,200 59.300 40,000 222.829 11,300,524 28,468,851 6,195,723 10,245,746 3,398,438 48,308.758 1,829,429 1,691,190 996,405 3,041,107 998,000 6,674,450 15,230,581 1,698,237 96,692 173,287 43,910 2,012.126 %INCR (DEC) 07-08 BUD TO 08-09 BUD 123.4% 9.4% - -2.1% -6.5% 75.0% 29.6% 1.1% 1 .7% -6.0% 23.1% -20.7% 47.1% 49.0% 475.3% -8.1% 33.3% - 7.4% 9.3% 24.6% -5.5% 3.0% 7.0% -9.8% 25.3% 3.0% 10.7% 15.4% 32.6% 17.2% 5.5% 1.1% -3.9% 0.7% 4.3% [TOTAL OPERATING FUNDS 158,405.084 185,665,025 198,098,691 187,078,777 195,183,731 General Fund NonGF 118,331,742 76.851,969 195,183.731 NOTE: Estimated expenditures may exceed Adopted Budget since they include prior year budget appropriations B-24 Pocy, and PROGRAM: FUND: PROGRAM GROUP: POLICY AND LEADERSHIP GROUP VARIOUS VARIOUS SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $2,670,070 1,299,349 45,108 $4,014,527 17.50 0.00 2006-07 ACTUAL $2,891,737 1,360,730 32,580 $4,285,047 19.50 0.00 2007-08 BUDGET $3,289,850 1 ,386,437 10,000 $4,686,287 19.50 0.00 2008-09 BUDGET $3,386,839 1,540,556 125,680 $5,053,075 20.50 0.00 CITY ATTORNEY 26% COMMUNICATIONS 26% CITY COUNCIL 8% CITY CLERK 4% CITY TREASURER 4% CITY MANAGER 32% C-1 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 2005-06 ACTUAL $263,440 73,252 0 $336,692 1.00 0.00 2006-07 ACTUAL $265,143 84,826 15,327 $365,296 1.00 0.00 2007-08 BUDGET $293,954 98,190 0 $392,144 1.00 0.00 2008-09 BUDGET $304,599 97,735 0 $402,334 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 2008-2009: Carlsbad is a city that provides exceptional, top quality services on a daily basis by proactively listening, engaging and responding to our citizens. Balanced Community Development • Be a city that connects community, place and spirit, through balanced and economically sustainable land uses. Citizen Connection And Partnership • Be a city that embraces Community connectivity through the effective use of technological and interpersonal mediums. Communication • Ensure that community members, Council and staff are well informed, continuing to be a more responsive government while providing a high level of citizen confidence in its government. Environmental Management • An environmentally sensitive community by focusing on: conservation, storm water, sewage collection and treatment, solid waste, and cost effective and efficient use of energy including alternative energy sources. Financial Health • Pursue and implement proactive strategies that support sustainable economic health and manage City resources effectively. Learning, Culture & Arts • Promote and support continuous learning, cultural opportunities and the arts within the community and the City organization. Parks / Open Space / Trails • Acquire, develop and maintain a broad range of open space and recreational facilities that actively address citizen needs which are fiscally responsible, and are consistent with the General Plan and Growth Management Standards. C-2 PROGRAM: CITY COUNCIL PAGE TWO FUND: GENERAL PROGRAM GROUP: CITY COUNCIL ACCT NO. 0010110 KEY GOALS FOR 2008-09 (continued): Safe Community • Maintain a safe and secure community through collaborative partnerships. Public safety providers support high standards, deliver protection of life and property and encourage community involvement in prevention and preparedness efforts. Transportation / Circulation • Provide and support a safe and efficient transportation system that moves people, services and goods throughout Carlsbad. Water • Ensure, in the most cost-effective manner, water quality and reliability to the maximum extent practical, to deliver high quality potable and reclaimed water incorporating drought-resistant community principles. SIGNIFICANT CHANGES: • None. C-3 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 2005-06 ACTUAL $14,459 128,936 0 $143,395 0.00 0.00 2006-07 ACTUAL $15,050 259,216 0 $274,266 0.00 0.00 2007-08 BUDGET $15,869 147,800 0 $163,669 0.00 0.00 2008-09 BUDGET $15,678 173,397 0 $189,075 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. KEY ACHIEVEMENTS FOR 2007-08: Continued Customer Service Efforts: • Posted weekly agenda items and public notices on website for enhanced public access. • Provided agendas, agenda bills, minutes, resolutions, and ordinances to the public via the Internet DocPub system to allow citizen access to historic information instantaneously. • Responded to Clerk Internet mailbox inquiries immediately throughout the day. • Continued to provide Passport Acceptance services. • Implemented Statements of Economic Interest filing automation. • Provided enhanced recording of Council Meetings through Granicus video streaming and minutes maker software. • Created standardized guidelines and policies for use by staff liaisons to city boards, commissions, and committees. KEY GOALS FOR 2008-09: • Continue compliance with mandates of Federal, State, and Local laws. • Continue provision of Passport Acceptance Service. • Establish standardized training program for newly appointed members of boards, commissions, and committees. • Increase efficiencies by streamlining the processing and release of bonds. • Creation of uniform guidelines for administration of elections and related matters. SIGNIFICANT CHANGES: • None. C-4 PROGRAM: FUND: PROGRAM GROUP: CITY TREASURER GENERAL CITY TREASURER ACCT NO. 0010310 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $98,999 62,240 0 $161,239 0.75 0.00 2006-07 ACTUAL $101,103 62,271 0 $163,374 0.75 0.00 2007-08 BUDGET $104,062 88,613 0 $192,675 0.75 0.00 2008-09 BUDGET $102,876 93,151 0 $196,027 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 international and national 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. C-5 PROGRAM: CITY TREASURER 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. • Meet frequently with Council and Leadership team to coordinate monetary policy with financial goals. WORKLOAD STATISTICS: (Est) FY 2004 FY 2005 FY 2006 FY 2007 FY 2008 • Portfolio Balance (millions of $) $472 $512 $511 $510 $510 • Investment Activity -Transactions 230 224 195 165 165 -Average Buy (millions) $3.68 $3.76 $3.41 $4.20 $4.20 • Number of Checks Cleared 14,762 15,180 14,982 14,686 14,686 KEY GOALS FOR 2008-09: Financial Health • 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. Culture & Arts • Offer speaking engagements on City cash management and investments. • Further develop and protect 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. C-6 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 2005-06 ACTUAL $963,464 317,624 0 $1,281,088 6.00 0.00 2006-07 ACTUAL $1,033,328 292,005 0 $1,325,333 7.00 0.00 2007-08 BUDGET $1,254,345 371,004 0 $1,625,349 7.00 0.00 2008-09 BUDGET $1,307,800 366,422 0 $1,674,222 8.00 0.00 PROGRAM GROUP DESCRIPTION: The City Manager's Office supports the operational function of the City. In addition to maintaining the operations of the City, the City Manager assists City departments toward achievement of the City Council's strategic goals and the organizational 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 measured by the overall success of the organization in accomplishing the organizational goals of the City. KEY GOALS FOR 2008-2009: Carlsbad is a city that provides exceptional, top quality services on a daily basis by proactively listening, engaging and responding to our citizens. Balanced Community Development • Be a city that connects community, place and spirit, through balanced and economically sustainable land uses. Citizen Connection And Partnership • Be a city that embraces Community connectivity through the effective use of technological and interpersonal mediums. Communication • Ensure that community members, Council and staff are well informed, continuing to be a more responsive government while providing a high level of citizen confidence in its government. Environmental Management • An environmentally sensitive community by focusing on: conservation, storm water, sewage collection and treatment, solid waste, and cost effective and efficient use of energy including alternative energy sources. C-7 PROGRAM: CITY MANAGER PAGE TWO FUND: GENERAL PROGRAM GROUP: CITY MANAGER ACCT NO. 0011010 KEY GOALS FOR 2008-09 (continued): Financial Health • Pursue and implement proactive strategies that support sustainable economic health and manage City resources effectively. Learning. Culture & Arts • Promote and support continuous learning, cultural opportunities and the arts within the community and the City organization. Parks / Open Space / Trails • Acquire, develop and maintain a broad range of open space and recreational facilities that actively address citizen needs which are fiscally responsible, and are consistent with the General Plan and Growth Management Standards. Safe Community • Maintain a safe and secure community through collaborative partnerships. Public safety providers support high standards, deliver protection of life and property and encourage community involvement in prevention and preparedness efforts. Transportation / Circulation • Provide and support a safe and efficient transportation system that moves people, services and goods throughout Carlsbad. Water • Ensure, in the most cost-effective manner, water quality and reliability to the maximum extent practical, to deliver high quality potable and reclaimed water incorporating drought-resistant community principles. SIGNIFICANT CHANGES: • Reclassified a 1.0 limited term Management Intern into a 1.0 full-time Management Analyst. C-8 PROGRAM: FUND: PROGRAM GROUP: COMMUNICATION GENERAL/SPECIAL REVENUE COMMUNICATION/VOLUNTEERS/ ACCT NO. 0011012/0011013 LOCAL CABLE INFRASTRUCTURE FUND 1381010 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS GENERAL FUND SPECIAL REVENUE TOTAL FUNDING 2005-06 ACTUAL $338,669 582,184 44,362 $965,215 2.75 0.00 965,215 $965,215 2006-07 ACTUAL $407,994 514,716 474 $923,184 3.75 0.00 923,184 $923,184 2007-08 BUDGET $496,207 542,010 10,000 $1,048,217 3.75 0.00 1,048,217 $1,048,217 2008-09 BUDGET $497,512 669,993 125,680 $1,293,185 3.75 0.00 1,070,356 222,829 $1,293,185 PROGRAM GROUP DESCRIPTION: The Communications Department is responsible for coordinating the dissemination of information, regarding various City issues and programs through the media, publications, City web site and video. In addition to a Communications Manager, the department includes a Communications Coordinator, who assists the department with communications-related activities and a Community Volunteer Coordinator, who facilitates connecting residents interested in volunteering with City volunteer opportunities. The Video Production Manager produces four video magazines, which air during the quarterly Council break, including the State of the City Address. PROGRAM ACTIVITIES: Customer Service • Provide the citizens and customers of Carlsbad with clear concise, coordinated information regarding policies, services and opportunities available throughout the City. KEY GOALS FOR 2008-09: 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. • Provide training to staff on communications issues. Communication Assist in implementing the City Council's Communication Strategic Goal. Redesign and assist departments with providing content for the City's Web site. Record and produce meetings that occur in the council chambers and televise them. Coordinate transition from local franchise regulations to state franchise requirements. Work with Video Production Manager to improve streaming video quality and delivery. Work with Video Production Manager to provide more video content on City web site. KEY ACHIEVEMENTS FOR FY 2007-08: In summer 2008, the Communications Department will launch the City's redesigned web site. The department will also debut its new city mark to provide a consistent and cohesive city-wide brand. C-9 PROGRAM: COMMUNICATION PAGE TWO FUND: GENERAL/SPECIAL REVENUE PROGRAM GROUP: COMMUNICATION/VOLUNTEERS ACCT NO. 0011012/0011013 LOCAL CABLE INFRASTRUCTURE FUND 1381010 SIGNIFICANT CHANGES: • The City is now responsible for televising its own public meetings. The equipment needed to be able to support in-house production of meetings will be funded with the Local Cable Infrastructure Franchise Fees the City receives. • Funds from CCTV that supplemented State of the City and Quarterly update videos ($50,000) can no longer be used for programming. C-10 PROGRAM: FUND: PROGRAM GROUP: CITY ATTORNEY GENERAL CITY ATTORNEY ACCTNO. 0011210 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $991,039 135,113 746 $1,126,898 7.00 0.00 2006-07 ACTUAL $1,069,119 147,696 16,779 $1,233,594 7.00 0.00 2007-08 BUDGET $1,125,413 138,820 0 $1,264,233 7.00 0.00 2008-09 BUDGET $1,158,374 139,858 0 $1,298,232 7.00 0.00 PROGRAM GROUP DESCRIPTION: Provide legal advice, assistance, and guidance in accomplishing and implementing the City Council's goals which are: • A City that connects community, place and spirit, through balanced and economically sustainable lands uses. • A City that embraces community connectivity through the effective use of technological and interpersonal mediums. • An environmentally sensitive community by focusing on conservation, storm water, sewage collection and treatment, solid waste, and cost effective and efficient use of energy including alternative energy sources. • A City that provides and sustains exceptional programs, policies, services and infrastructure. • Ensure that community members, Council and staff are well informed, continuing to be a more responsive government and a high level of citizen confidence in its government. • Pursue and implement proactive strategies that support sustainable economic health and manage fiscal resources effectively. • Promote and support continuous learning, cultural opportunities and the arts within the community and the City organization. • Acquire, develop and maintain a broad range of open space and recreational facilities that actively address citizen needs which are fiscally responsible, and are consistent with the General Plan and Growth Management Standards. • Provide and support a safe and efficient transportation system that moves people, services and goods throughout Carlsbad. • Ensure in the most cost-effective manner, water quality and reliability to the maximum extent practical, to deliver high quality potable and reclaimed water incorporating drought-resistant community principles. 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. This office drafts and reviews all resolutions, ordinances, contracts, bonds, election petitions, and other legal documents. The office is responsible for all litigation on behalf of or against the City, Carlsbad Municipal Water District, Redevelopment Commission, or other City entities. KEY GOALS FOR 2008-09: 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. SIGNIFICANT CHANGES: The City Attorney is now General Counsel to the Carlsbad Tourism Business Improvement District. C-11 PROGRAM: FUND: PROGRAM GROUP: ADMINISTRATIVE SERVICES VARIOUS ADMINISTRATIVE SERVICES SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $6,393,273 6,591,780 357,251 $13,342,304 66.00 3.25 2006-07 ACTUAL $7,123,281 8,622,335 635,696 $16,381,313 69.00 2.25 2007-08 BUDGET $7,783,863 8,973,782 495,801 $17,253,446 69.00 2.50 2008-09 BUDGET $7,988,987 9,136,737 1,681,642 $18,807,366 69.50 2.50 WORKERS COMPENSATION 9% RECORDS MANAGEMENT 5% RISK MANAGEMENT 9% INFORMATION TECHNOLOGY 34% HEALTH INSURANCE 5% HUMAN RESOURCES 14% D-1 PROGRAM: FUND: PROGRAM GROUP: ADMINISTRATION GENERAL ADMINISTRATIVE SERVICES ACCTNO. 0011110-12 and 0010810 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $306,819 234,513 0 $541,333 2.00 0.00 2006-07 ACTUAL $425,191 271,230 29,554 $725,976 2.00 0.50 2007-08 BUDGET $392,081 662,451 0 $1,054,532 2.00 0.75 2008-09 BUDGET $422,399 494,632 0 $917,031 2.00 0.75 PROGRAM GROUP DESCRIPTION: Administrative Services is dedicated to developing business systems that support the high level of performance demanded from all City departments. Creation of systems that improve and streamline business services provided to both internal and external customers, assuring the integrity and reliability of financial data, budgets and forecasts, and the creation of a highly dependable, flexible, responsive and secure information system are among the top priorities for the Administrative Services staff members. In the future, the challenge will be to accomplish these goals within a framework that balances the cost and benefits of each service. KEY GOALS FOR 2008-09: • The Deputy City Manager is responsible for assisting each department in the accomplishment of its goals. The Deputy City Manager'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 Deputy City Manager is responsible for furthering leadership and employee development, workplace improvement, and communications through implementation and support of a number of programs designed to strengthen leadership skills, enhance employee knowledge, skills and abilities, and enhance the culture of the organization. • As a member of project teams, the Deputy City Manager 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 Deputy City Manager is the spokesperson for Administrative Services issues with the top leadership of the City. With the other members of the Leadership Team, the Deputy City Manager is responsible for the creation of an organization that can achieve the Council's goals and vision. SIGNIFICANT CHANGES: • None. D-2 PROGRAM: FUND: PROGRAM GROUP: FINANCE GENERAL/ENTERPRISE FINANCE ACCTNO. 0011310 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS GENERAL FUND WATER ENTERPRISE STORM WATER SOLID WASTE SEWER ENTERPRISE TOTAL FUNDING 2005-06 ACTUAL $2,231,484 760,099 0 $2,991,584 28.00 2.50 $2,526,184 325,800 0 0 139,600 $2,991,584 2006-07 ACTUAL $2,547,488 951 ,700 70,705 $3,569,893 28.00 1.00 $3,037,750 376,401 0 0 155,742 $3,569,893 2007-08 BUDGET $2,714,664 941,793 3,000 $3,659,457 28.00 1.00 $3,049,051 396,764 15,260 15,260 183,122 $3,659,457 2008-09 BUDGET $2,794,712 979,726 0 $3,774,438 28.00 1.00 $3,134,377 416,039 16,002 16,002 192,018 $3,774,438 MISSION STATEMENT: Our mission is to ensure that the City of Carlsbad makes sound financial decisions. We take pride in accomplishing this mission by maintaining individual and departmental credibility; working together as a team while respecting each other's differences; and consistently striving to go above and beyond expectations. PROGRAM ACTIVITIES: Long-Ranqe Financial Planning and Budget Management • Prepare ten-year operating forecasts incorporating various "what-if scenarios to facilitate decision-making for the City Council and City departments. • Prepare and monitor annual capital and operating budgets to allocate resources in a cost-effective manner in alignment with the City Council's goals. • Perform bi-annual review of all City fees and annual cost allocation plan. General Accounting and Reporting • Accurately bill, collect, record, and report all City revenues including follow-up of delinquent accounts. • Prepare checks for City employees and for service and commodity suppliers. • Prepare and maintain finance records and documents in conformity with generally accepted accounting principles and applicable legal and contractual provisions. • Prepare Comprehensive Annual Financial Report in conformity with generally accepted accounting principles. • Provide the City Council and City management with timely monthly financial reports. • Perform in-house internal control reviews as needed. Assessment District/Community Facilities District (CFD) Administration • Assist in evaluation and formation of new districts. • Issue bonds for capital projects when required. Pay debt service and provide continuing disclosure information. • Provide administration of CFDs and assessment districts as required by formation documents and State law. Purchasing • Issue and manage formal bid and quotation processes. • Track and renew annual commodity and service contracts and joint agency contracts. • Assist City departments in the creation and administration of contracts. D-3 PROGRAM: FUND: PROGRAM GROUP: FINANCE GENERAL/ENTERPRISE FINANCE PAGE TWO ACCTNO. 0011310 PROGRAM ACTIVITIES (continued): Receiving. Messenger, and Mail Services • Act as shipping and receiving for the Faraday Administration Center. • Direct disposal of surplus and lost/unclaimed property. • Collect outgoing City mail and apply postage. • Sort and distribute all incoming City mail. WORKLOAD AND PERFORMANCE INDICATORS: • Average number of days to issue Monthly Financial Status Report • Awards received for CAFR • Awards received for Annual Budget • Number of business licenses processed • Number of account payable checks processed • Number of payroll checks issued • Number of electronic payroll checks issued • Outstanding debt issues administered • Number of purchase orders issued • Dollar amount of purchase orders issued • Pieces of mail processed FY2005 12.8 GFOA GFOA Distinguished Budget Presentation 8,576 15,399 7,831 18,124 $100 million 1,842 $89 million 172,408 FY2006 10.3 GFOA CSMFO Excellence in Operational Budget & Public Communications and Most Distinguished Budget Cover 8,955 15,315 6,473 18,495 $11 7 million 1,411 $126 million 174,282 FY2007 11.6 GFOA CSMFO Excellence in Operational Budget & Public Communications 8,926 14,538 6,379 20,420 $131 million 1,501 $105 million 164,919 KEY GOALS FOR 2008-09: Financial Health • Continue to monitor the economy and the impact to the 10 Year Financial Forecast to ensure the General Fund remains in balance. • Implement Council Policy 74 - General Fund Reserve Guidelines approved by the City Council April 2008. • Partner with Economic Development Program in developing an economic strategic plan to document the current economic conditions within the City of Carlsbad and develop action plans and opportunities for improved economic sustainability in the future. • Continue to audit internal operations of the City as well as external vendors as appropriate. SIGNIFICANT CHANGES: • None. D-4 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 2005-06 ACTUAL $985,034 1,001,846 2,884 $1,989,765 9.00 0.75 2006-07 ACTUAL $1,043,146 1,096,529 1,402 $2,141,077 9.00 0.75 2007-08 BUDGET $1,198,511 1,643,837 2,000 $2,844,348 9.00 0.75 2008-09 BUDGET $1,128,515 1,504,464 0 $2,632,979 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 Recruit and select exceptional employees. Redesign Human Resources web pages with an emphasis on the City of Carlsbad as an "employer of choice." Proactive planning and scheduling recruitments for multiple vacancies anticipated in FY 07-08. Assist departments in job design/redesign efforts to make job classifications more flexible. Review and update job classifications. Implement improved employee selection processes. Employee Development • Continue to provide employee development opportunities for employees. Create "development tracks" for specific employee groups. Focus in the areas of effective supervision, communication, and career development. • Continue to offer Leadership Development Programs including executive coaching, assessment tools, and educational resources. • Consult with departments on customized training and organizational development programs. • Obtain a system to efficiently manage and organize the City's employee development efforts (Learning Management System). Performance Management and Compensation • Increase the capability of supervisors to deliver constructive feedback to 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 city-wide customer service and communications committees. • Continue to improve internal Human Resources systems and processes. • Provide cross training to Human Resources staff. • Continue quarterly labor/management forum. D-5 PROGRAM: HUMAN RESOURCES PAGE TWO FUND: GENERAL PROGRAM GROUP: HUMAN RESOURCES ACCT NO. 0011510 THRU 0011550 WORKLOAD STATISTICS: Measures for Classification/Compensation Review:* _„ .. ._FT 06-07 Number of classification descriptions/ positions reviewed, revised or created 36 Measures for Recruitment* Number of applicants processed 4,274 Number of recruitments processed 54 Number of eligibles on employment list 752 Number of new hires 85 Number of promotions/transfers 33 *as of 5/13/2008 KEY ACHIEVEMENTS FOR 2007-08: • Successfully negotiated labor agreements with the Carlsbad Firefighters' Association (CFA), Carlsbad Police Officers' Association (CPOA) and Carlsbad City Employees' Association (CCEA). • Implemented upgrade to IFAS 7i and conducted associated training. • Completed comprehensive needs assessment process for a Human Resources Information System (HRIS). • Implemented a Public Works Field Worker Academy. KEY GOALS FOR 2008-09: • Select and begin implementation of a Human Resources Information System (HRIS). • Form committee with the bargaining unit representatives to research the benefits, costs, and design options of a City-sponsored Retirement Health Savings Plan and present findings to the Leadership Team. • Conduct a review of best practices found through research and site visits, identify areas of potential interest and consideration, and recommend principles that the City could adopt to prepare for the challenges of the future. • Implement a sustainable process of managing recruiting and retention programs that retain top talent in the Police Department and Fire Department. • Research and implement recruitment and selection practices for Library hourly employees. • Implement a succession planning process focused on the Police Department that addresses the immediate succession needs of the Police Department and is focused on ensuring an adequate pool of talent is available to promote personnel into police leadership positions. • Develop an annual, sustainable training and development work program that determines how best to allocate finite resources to improve business performance. SIGNIFICANT CHANGES: • One limited term position is being removed to reflect the workload requirements of the department. D-6 PROGRAM: FUND: PROGRAM GROUP: RECORDS MANAGEMENT GENERAL RECORDS MANAGEMENT ACCTNO. 0011610 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $667,363 136,475 0 $803,838 8.00 0.00 2006-07 ACTUAL $707,984 184,009 0 $891,993 8.00 0.00 2007-08 BUDGET $716,435 208,066 0 $924,501 8.00 0.00 2008-09 BUDGET $720,288 211,217 0 $931,505 8.00 0.00 PROGRAM DESCRIPTION: The Records Management Department is responsible for developing and implementing city-wide 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 2007-08: • Continued implementation of the DMS Master Plan that included an audit of system security and accuracy, creating a training plan, and the analysis and design of Election documents and Fire Department records for inclusion in the system. • Assisted Public Works in evaluating options for cost savings and improved methods for records scanning, retention, storage, and destruction. • Completed analysis of options for the CRM (Customer Relationship Management) project. • Substantial staff training on the use of the DMS, Public Records Act, Subpoena's, and Records Management. • Participated in the Contract Management Automation project. KEY GOALS FOR 2008-09: Top Quality Services • Participate in the continuation of the CRM (Customer Relationship Management) project. • Provide assistance in the conversion of Building Department records for inclusion in the DMS. • Continue with implementation of the DMS Master Plan roles and responsibilities. • Continue to educate key personnel on the use of the DMS, Electronic Records, Public Records Act, and Subpoena processing. • Continue to provide resource information to organization via Intranet and the public via the Internet. SIGNIFICANT CHANGES: • None. D-7 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 2005-06 ACTUAL $87,179 1,246,083 0 $1,333,262 1.00 0.00 2006-07 ACTUAL $96,418 1,187,780 0 $1,284,198 1.00 0.00 2007-08 BUDGET $106,779 1,921,797 0 $2,028,576 1.00 0.00 2008-09 BUDGET $115,580 1,713,849 0 $1,829,429 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 = 5.6 (for the period of 07/01/06 - 06/30/07). KEY GOALS FOR 2008-09: Top Quality Services • Continue to improve systems to 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: • None. D-8 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 2005-06 ACTUAL $213,440 612,051 0 $825,491 2.00 0.00 2006-07 ACTUAL $221 ,622 2,017,312 0 $2,238,934 2.00 0.00 2007-08 BUDGET $257,072 1,092,905 0 $1,349,977 2.00 0.00 2008-09 BUDGET $241,316 1 ,449,874 0 $1,691,190 2.00 0.00 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-lnsurance • 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. Loss Prevention/Training • Provides recommendations and training for various City departments to minimize the risk of loss. KEY ACHIEVEMENTS FOR 2007-08: Top-Quality Services • Development of insurance requirements for special events and facility use applications. • Second year of 3-year goal to determine the feasibility of a Human Resources System (HRIS). • Completion of a Public Works safety assessment. KEY GOALS FOR 2007-08: Top-Quality Services • Select and begin implementation of a Human Resources Information System (HRIS). • Continue to address Public Works safety assessment findings. SIGNIFICANT CHANGES: • None. D-9 PROGRAM: FUND: PROGRAM GROUP: SELF-INSURED BENEFITS INTERNAL SERVICE SELF INSURED BENEFITS ACCTNO. 6131520 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $0 735,588 0 $735,588 0.00 0.00 2006-07 ACTUAL $0 793,414 0 $793,414 0.00 0.00 2007-08 BUDGET $0 967,540 0 $967,540 0.00 0.00 2008-09 BUDGET $0 996,405 0 $996,405 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 and life insurance premiums for all employees. SIGNIFICANT CHANGES: • None. D-10 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 2005-06 ACTUAL $1,901,950 1,865,124 354,367 $4,121,441 16.00 0.00 2006-07 ACTUAL $2,081,432 2,120,361 534,035 $4,735,828 19.00 0.00 2007-08 BUDGET $2,398,321 2,145,799 490,801 $5,034,921 19.00 0.00 2008-09 BUDGET $2,566,177 2,426,631 1,681,642 $6,674,450 19.50 0.00 MISSION STATEMENT: Provide resources that will support departments in the performance of work tasks through the effective use of technology. PROGRAM ACTIVITIES: Computer and Telecommunication Support Services • Ensure that all City computers and the City's telecommunication network 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. • 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. • Assist with the design, development and support of new City facilities, including: a Learning Center, Alga Norte Park, Fire Station #6 and the Senior Center expansion. • Enhance the City's Internet site for improved communication with residents, business and visitors. • Enhance and support the new web-enabled City-wide financial system. WORKLOAD STATISTICS: IT Help Desk Services Total number of help tickets opened for the year Average number of help tickets opened per month Percent of urgent priority resolved within 1 hour Percent of high priority calls resolved within 3 hours Percent of requests resolved in one on-site visit Percentage of employees rating IT services as good to excellent KEY ACHIEVEMENTS FOR 2007-08: FY 2007 4,310 359 79% 100% 74% 92% • To improve usability of the City-wide financial solution, IFAS, this application was upgraded to the latest browser-enabled version. The new web-based design provides a user experience consistent with modern application interfaces, is easily customizable to meet the user's needs and includes workflow for increase operational efficiencies. • Entered into a three year Enterprise Agreement (EA) with Microsoft to acquire additional Microsoft technologies, provide version upgrade protection for all Microsoft products and reduce the cost per software license. D-11 PROGRAM GROUP: INFORMATION TECHNOLOGY PAGE TWO FUND: INTERNAL SERVICE PROGRAM GROUP: INFORMATION TECHNOLOGY ACCTNO. 6401710 KEY ACHIEVEMENTS FOR 2007-08 (Continued): • Completed an enterprise-wide migration and consolidation of file servers from Novell's Netware to Microsoft's Windows. This effort reduces the number technology platforms IT needs to support and consolidates the number of servers used City-wide. • Entered into a partnership with a new outsourced Help Desk vendor. The new vendor is able to provide improved and expanded customer service, including email and web help service requests and tracking. The Help Desk remains the funnel through which technical problems and service requests are reported, coordinate, managed and resolved. • In conjunction with the Communications Department, created a new design for the City's Internet site. This new design will be used when developing the new Internet site to be released by the end of calendar year 2008. • Completed the City-wide multi-year Strategic Technology Road Map. The Road Map brings together people, information and technology to create a plan showing how resources should work together to support the business of the City. • In conjunction with Human Resources and Risk Management staff, conducted a needs analysis for a Human Resources Information System (HRIS). An effective HRIS can manage all employee information such as name, department, job title, salary, salary history, position history, training, benefits selected and more. The goal of HR technology is the help HR professionals get their daily business done quickly so they can focus their time on more strategic or consultative work. • With the use of an outside security firm, completed a City-wide security audit on a broad range of computer network security issues. The audit provides a comprehensive report on current status as well as a future strategic plan to improve the security of our systems and information. • In conjunction with staff from the Developmental Services areas, established an information system plan to leverage technology to optimize development services processes, ensuring an information system that is reliable, predictable, and fast. KEY GOALS FOR 2008-09: • Complete the modernization of the City's technology infrastructure through implementation of new network switches, remote access devices and staff and public wireless at all major City facilities. This effort provides a foundation for future technology enhancements and capabilities of information technology for the City of Carlsbad. • Develop data marts for the Library and Developmental Services to correlate, integrate and expose data in new and more meaningful ways. In a data mart, pertinent data is extracted from multiple systems and loaded into a central location to serve the needs of a specific group. The overarching goal is to provide the right information, in the right way, to the right people and at the right time to facilitate timely and accurate decisions. • Increase citizen access to City services and information by developing and deploying a new City Internet site. This new site will be consistent with the newly created graphical design and navigation framework to better serve our multiple audiences of residents, businesses and visitors. The new site will also include content management tools to enable City staff to easily maintain their area specific content. • To improve integration of software and information systems used by City staff, migrate our internal email system from Novell GroupWise to Microsoft Exchange and implement Microsoft's SharePoint collaboration solution. SIGNIFICANT CHANGES: • Funding for a 0.50 part time IT staff member has been added to this program to meet the increased demand for technology services resulting from the new Library Learning Center. D-12 PROGRAM: MISCELLANEOUS NON-DEPARTMENTAL ACCT NO. 001-VARIOUS GENERAL FUND Non-Departmental Expenditures Community Promotion Community Contributions Beach Parking Dues and Subscriptions Property Tax, LAFCO, & Other Admin. Fees Disaster Preparedness Legal Services Management Incentive Pay Misc Expenditures Total Non-Departmental Expenditures Transfers Hosp Grove Debt Service Infrastructure Replacement Fund Transfer to Capital Improvement Program Misc Transfers Out Total General Fund Transfers Total General Fund Non-Departmental Council Contingencies Contingencies (Adopted budget) GENERAL FUND TOTAL CARLSBAD COMMUNITY CONTRIBUTIONS FUND Community Activity Grants 2005-06 ACTUAL $338,668 66,500 2,434 58,207 436,028 5,499,702 118,030 0 0 6,519,569 800,000 4,250,000 600,000 50,000 5,700,000 12,219,569 0 $12,219,569 28,058 2006-07 ACTUAL $0 33,714 0 54,749 453,875 1,270,955 117,086 0 4,841,666 6,772,045 275,000 7,200,000 0 36,821 7,511,821 14,283,866 0 $14,283,866 30,000 2007-08 ADOPTED BUDGET $0 60,000 36,000 75,700 36,000 0 250,000 635,000 0 1,092,700 36,000 7,900,000 0 0 7,936,000 9,028,700 2,240,000 $11,268,700 30,000 2008-09 ADOPTED BUDGET $0 0 36,000 66,900 540,700 0 250,000 635,000 0 1,528,600 90,000 7,800,000 0 0 7,890,000 9,418,600 2,300,000 $11,718,600 40,000 D-13 «p «*> • PROGRAM: FUND: PROGRAM GROUP: PUBLIC SAFETY VARIOUS VARIOUS SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $29,614,595 6,439,625 697,113 $36,751,333 230.75 8.01 2006-07 ACTUAL $31,907,060 7,276,412 758,392 $39,941,864 244.75 7.51 2007-08 BUDGET $34,594,784 8,293,681 517,388 $43,405,853 250.75 7.01 2008-09 BUDGET $35,871,810 9,004,239 328,000 $45,204,049 250.75 4.00 FIRE 39%, lsR&Si ¥fS¥gfS POLICE 61% E-1 PROGRAM: FUND: PROGRAM GROUP: POLICE GENERAL/SPECIAL REVENUE POLICE SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $18,236,677 4,385,509 272,706 $22,894,892 151.00 6.84 2006-07 ACTUAL $19,437,619 4,820,555 563,872 $24,822,046 157.00 6.34 2007-08 BUDGET $21,036,747 4,970,060 217,868 $26,224,675 162.00 5.84 2008-09 BUDGET $21,839,643 5,645,199 253,500 $27,738,342 162.00 2.83 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: 2007 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 6,000 responses have been received to date. FBI Index Crimes Per 1,000 Population 40 i on - 1 n 25.8 27.2 26.2 iT 1 1 — 28 28.2 27.3 I 1 _. , 2002 2003 2004 2005 2006 2007 % R Patrol Officers 911 Dispatch Detectives Records Citizen Satisfaction: ating Service as Good or Excellent --,•••• 1 r" - -)' ' ' ••- IHhVn >1 1 1 1 i > a0/" 1 86% 9% | 1 1 1 1 1 1 75% 80% 85% 90% 95% 100% 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. Community Perception of Crime The Police Department measures citizens' perceptions of crime by asking, "How safe do you feel walking alone in your neighborhood? The percent responding "very safe" is reflected in the chart to the right. Com m unity Perception of C TillDav - Night 0% I Wn 1 1 1 5rW>1 !>•!»/„ 1 1 1 20% 40% 60% 0 Carlsbad D Benchrm rime 1^—186% — 1 1 80% 100% irk E-2 PROGRAM: POLICE PAGE TWO FUND: GENERAL PROGRAM GROUP: POLICE SUMMARY KEY ACHIEVEMENTS FOR 2007-08: • Improved City-wide response to critical incidents and disasters. • Improved customer service through enhanced employee performance evaluation system. • Increased dispatch customer service through enhanced quality assurance program. • Provided resources to assist local businesses enhance security. • Prepared plan for the implementation of advanced digital evidence documentation by evidence technicians. • Lead City-wide effort to enhance security at City facilities. • Continued to develop plans for replacement police shooting range. • Developed leadership/supervisory program for police personnel. • Developed proactive internal audit system for police resources. • Developed critical incident communications manual. KEY GOALS FOR 2008-09: • Continue to improve City-wide response to critical incidents and disasters. • Enhance customer service and support of effective criminal prosecution through the implementation of new property and evidence tracking system. • Develop a targeted public information campaign and enhance the police website to improve public communications. • Implement a new, secure digital evidence system to support effective criminal prosecution. • Improve safety and security at City facilities by developing tactical action plans for high priority city facilities. • Continue to develop plans for replacement police shooting range. • Continue to improve City-wide response to critical incidents and disasters. • Develop plan for monitoring and emergency response for Carlsbad's trails. • Prepare an emergency plan for public safety response to a critical incident at special events. E-3 PROGRAM: FUND: PROGRAM GROUP: ADMINISTRATION GENERAL POLICE ACCT NO. 0012110 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $584,207 839,039 0 $1,423,246 4.00 0.00 2006-07 ACTUAL $592,577 1,068,075 164,012 $1,824,664 4.00 0.00 2007-08 BUDGET $559,779 867,800 50,000 $1,477,579 4.00 0.00 2008-09 BUDGET $652,743 682,789 0 $1,335,532 5.00 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: • One senior office specialist has been moved from Support Operations 0012140 to better reflect functionality. E-4 PROGRAM: FUND: PROGRAM GROUP: FIELD OPERATIONS GENERAL POLICE ACCT NO. 0012120 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $8,205,651 951,160 114,796 $9,271,607 67.00 0.00 2006-07 ACTUAL $8,346,087 1,095,039 189,081 $9,630,207 69.00 0.00 2007-08 BUDGET $8,832,294 1,237,329 5,500 $10,075,123 70.00 0.00 2008-09 BUDGET $9,333,355 1,563,496 0 $10,896,851 66.00 0.00 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 laws and 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: Police Activities/Calls for Service Cases CY2001 CY2002 CY2003 CY2004 CY2005 CY2006 CY2007 68,798 66,713 73,963 73,667 74,546 87,213 94,126 9,050 9,527 9,572 9,525 10,059 11,178 11,259 PERFORMANCE/WORKLOAD MEASURES: 2007 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 were three percent of our total call volume in 2007. Priority two (urgent calls) and priority three (calls for reports) made up 83 percent of our total call volume. The remaining 14 percent were priority four calls. SIGNIFICANT CHANGES: • Four full-time positions were transferred from Field Operations to better illustrate functionality; three to Community Services and one to Investigation/Field Evidence. 2007 Average Response Time Priority 1 Priority 2 Priority 3 ( H]6 I " i H13 I 28.6 ) 10 20 30 40 M inutes E-5 PROGRAM: FUND: PROGRAM GROUP: COMMUNITY SERVICES GENERAL POLICE ACCT NO. 0012119, 2121-23, 2125, 2129,2142,2146 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $1,868,435 512,221 92,453 $2,473,109 15.50 3.51 2006-07 ACTUAL $2,319,521 292,454 22,503 $2,634,478 15.00 3.01 2007-08 BUDGET $2,700,107 374,245 87,000 $3,161,352 17.00 3.01 2008-09 BUDGET $2,750,641 541,640 0 $3,292,281 20.00 0.00 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. Provide general coverage and respond to concerns involving Agua Hedionda and the other City lagoons. 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. Community Policing • Help improve the quality of life for citizens facing recurrent policing problems. Explorer Program • Provide volunteer opportunities for youth interested in careers in law enforcement. PROGRAM ACTIVITIES: Traffic • Maintain a high profile of traffic enforcement in order to reduce traffic collisions City-wide. • Conduct accident investigations to document location, time, and cause of traffic collisions in order to provide targeted traffic enforcement. • Provide data for traffic engineering. E-6 PROGRAM: COMMUNITY SERVICES PAGE TWO FUND: GENERAL PROGRAM GROUP: POLICE ACCTNO. 0012119,2121-23,2125, 2129,2142,2146 PROGRAM ACTIVITIES (continued): 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. 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: CY2002 CY2003 CY2004 CY2005 CY2006 CY2007 Injury collisions per 1,000 population 4.0 4.6 4.2 3.8 3.9 4.2 Number of volunteer hours contributed 14,000 12,248 13,284 13,403 17,198 20,000 Number of Crime Prevention 658 700 677 743 888 965 Programs/Services for citizens SIGNIFICANT CHANGES: • Three full-time positions were transferred from Field Operations to better illustrate functionality. • During Fiscal Year 2007-08 the crossing guards were moved from part time employees to contracted services, reducing Hourly/FTE Positions to zero. E-7 PROGRAM: FUND: PROGRAM GROUP: CANINE GENERAL POLICE ACCTNO. 0012124 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $555,472 128,766 9,965 $694,203 4.00 0.00 2006-07 ACTUAL $562,366 135,233 10,465 $708,064 4.00 0.00 2007-08 BUDGET $579,340 152,232 0 $731,572 4.00 0.00 2008-09 BUDGET $602,191 135,284 0 $737,475 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. • Provide canine demonstrations to schools and civic groups throughout the year to show the capabilities of police canine teams. SIGNIFICANT CHANGES: • None. E-8 PROGRAM: FUND: PROGRAM GROUP: INVESTIGATIONS/FIELD EVIDENCE GENERAL POLICE ACCT NO. 0012126-2128, 2130, 2136 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $1,849,884 253,905 630 $2,104,419 12.00 1.00 2006-07 ACTUAL $1,998,829 321,772 107,142 $2,427,743 14.00 1.00 2007-08 BUDGET $2,155,471 313,831 0 $2,469,302 12.00 1.00 2008-09 BUDGET $2,103,409 317,947 0 $2,421,356 13.00 1.00 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. Violent Crimes Unit Provide follow-up investigations leading to the identification and apprehension of persons responsible for the commission of violent crimes. 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. Special Events Overtime Provide traffic and crowd control at various special events throughout the City. Tactical Response Team Assist in the preservation of all life and ensure a safe resolution to critical incidents such as barricaded suspects and armed threats. Serve high-risk search warrants. Ensure the immediate ability of advanced lifesaving treatment to any injured persons with specially trained fire department paramedics. Program Activities Include: • Conduct monthly training for team members • Respond to critical incidents • Serve high-risk search warrants Crisis Negotiation Team The Team is made up of one manager and eight team members. The team's responsibilities consist of: • Negotiating with suicidal, barricaded and hostage taking subjects for the safe and timely resolution of these incidents. • Providing Intel to the command staff and the Tactical Response Team • Evaluating tactical operations and providing liability related input to command staff WORKLOAD STATISTICS Violent Crime Clearance Rate Property Crime Clearance Rate Property Recovery Rate CY2002 CY2003 47% 51% 16% 17% 27%39% CY2004 69% 26% 36% CY2005 CY2006 49% 42% 21% 16% 23%31% CY2007 41% 10% 20% E-9 PROGRAM: INVESTIGATIONS/FIELD EVIDENCE FUND: GENERAL PROGRAM GROUP: POLICE ACCTNO. 0012126-2128,2130,2136 SIGNIFICANT CHANGES: • One full time position was transferred from Field Operations to better illustrate its functionality. E-10 PROGRAM: FUND: PROGRAM GROUP: VICE/NARCOTICS GENERAL POLICE ACCTNO. 0012131 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $561,646 83,373 0 $645,019 4.00 0.00 2006-07 ACTUAL $603,086 76,629 0 $679,715 4.00 0.00 2007-08 BUDGET $619,031 88,542 0 $707,573 4.00 0.00 2008-09 BUDGET $641,458 85,881 0 $727,339 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. SIGNIFICANT CHANGES: • None. E-11 PROGRAM: FUND: PROGRAM GROUP: YOUTH/SCHOOL PROGRAMS GENERAL POLICE ACCT NO. 0012132, 2141, 2143 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $583,022 82,368 0 $665,390 5.00 0.33 2006-07 ACTUAL $607,113 77,646 0 $684,759 5.00 0.33 2007-08 BUDGET $625,997 82,185 0 $708,182 5.00 0.33 2008-09 BUDGET $648,349 79,365 0 $727,714 5.00 0.33 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: • None. E-12 PROGRAM: FUND: PROGRAM GROUP: PROPERTY AND EVIDENCE/RECORDS GENERAL POLICE ACCTNO. 0012133,2145 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $464,062 48,793 3,737 $516,592 7.00 0.50 2006-07 ACTUAL $496,587 49,025 0 $545,612 7.00 0.50 2007-08 BUDGET $605,528 61,537 0 $667,065 8.00 0.50 2008-09 BUDGET $608,868 59,917 0 $668,785 8.00 0.50 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 countywide system and statewide system for the purpose of reporting crime information; responsible for public reception, information, fingerprinting services and general access to the department 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. • Perform data entry on same. • Interact with public and other government/law enforcement agencies. • Prepare reports for release according to law. • Provide statistical data to State of California. WORKLOAD STATISTICS Police Cases CY2002 CY2003 CY2004 CY2005 CY2006 CY2007 9,527 9,572 9,525 10,059 11,178 11,259 SIGNIFICANT CHANGES: None. E-13 PROGRAM: FUND: PROGRAM GROUP: FAMILY SERVICES GENERAL POLICE ACCTNO. 0012134 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $518,360 30,051 0 $548,411 4.00 0.00 2006-07 ACTUAL $650,067 34,824 0 $684,891 4.00 0.00 2007-08 BUDGET $771,737 41,000 0 $812,737 6.00 0.00 2008-09 BUDGET $803,804 36,283 0 $840,087 6.00 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 GUIDE, Juvenile Justice Panel, parenting skills classes, activities for children after school, and mentoring at-risk youth. SIGNIFICANT CHANGES: • None. E-14 PROGRAM: FUND: PROGRAM GROUP: TASK FORCE GENERAL POLICE ACCTNO. 0012135 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $456,248 23,966 0 $480,214 4.00 0.00 2006-07 ACTUAL $507,347 49,998 0 $557,345 4.00 0.00 2007-08 BUDGET $537,489 62,709 0 $600,198 4.00 0.00 2008-09 BUDGET $541,749 71,201 0 $612,950 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. E-15 PROGRAM: FUND: PROGRAM GROUP: SUPPORT OPERATIONS GENERAL POLICE ACCTNO. 0012140 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $793,530 1,252,385 0 $2,045,915 5.50 1.00 2006-07 ACTUAL $812,081 1,364,058 0 $2,176,139 6.00 1.00 2007-08 BUDGET $896,830 1,439,755 0 $2,336,585 7.00 0.50 2008-09 BUDGET $848,343 1,873,461 0 $2,721,804 6.00 0.50 WORK PROGRAM: Provide support to the Police Department in the form of training, automated systems coordination, internal affairs, and personnel recruitment and hiring. PROGRAM ACTIVITIES: • Coordinate all department training. • Recruit new employees. • Organize testing programs and conduct POST mandated pre-employment investigations. • Investigate citizen complaints. • Maintain and develop the department's automated systems such as CAD, ARJIS, and the microcomputer network. • Implement/install new technology. SIGNIFICANT CHANGES: • One Senior Office Specialist has been moved to Administration 0012110 to better reflect functionality. E-16 PROGRAM: FUND: PROGRAM GROUP: COMMUNICATIONS CENTER GENERAL POLICE ACCTNO. 0012144 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $1,675,525 136,996 0 $1,812,521 18.00 0.50 2006-07 ACTUAL $1,813,126 131,575 0 $1,944,701 19.00 0.50 2007-08 BUDGET $1,927,427 138,515 51,368 $2,117,310 19.00 0.50 2008-09 BUDGET $2,066,361 135,845 0 $2,202,206 19.00 0.50 WORK PROGRAM: Provide public safety communications including answering 9-1-1 and other calls and dispatching appropriate emergency personnel. PROGRAM ACTIVITIES: Provide routine and emergency public safety communications service. WORKLOAD STATISTICS: Police Activities 9-1-1 calls Total Phone Calls SIGNIFICANT CHANGES: • None. CY2003 73,963 16,200 N/A CY2004 73,667 15,559 N/A CY2005 74,546 20.4481 193, 1361 CY2006 87,213 24,971 188,870 CY2007 94,126 27,670 187,443 1 Increase in calls due to addition of cellular 9-1-1 calls. E-17 PROGRAM: FUND: PROGRAM GROUP: VARIOUS ASSET FORFEITURE POLICE ACCTNO. 1212110,1222110 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $4,364 27,265 50,323 $81,952 0.00 0.00 2006-07 ACTUAL $0 103,028 49,825 $152,853 0.00 0.00 2007-08 BUDGET $11,851 104,500 24,000 $140,351 0.00 0.00 2008-09 BUDGET $0 60,000 253,500 $313,500 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 2008-09 appropriation are a managed access security system for the Safety Center, a LIDAR speed recording device and a mobile command and control post. E-18 PROGRAM: FUND: PROGRAM GROUP: COMMUNITY-ORIENTED POLICING COPS GRANT POLICE ACCTNO. 123XXX PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $116,271 2,118 0 $118,389 1.00 0.00 2006-07 ACTUAL $128,832 2,248 0 $131,080 2.00 0.00 2007-08 BUDGET $213,866 5,880 0 $219,746 2.00 0.00 2008-09 BUDGET $238,372 2,090 0 $240,462 2.00 0.00 WORK PROGRAM: This is the tenth year the City has received funding from the Community-Oriented Policing Services (COPS). The community-oriented policing program focuses on long-term solutions to problems in the community that often impact more than just crime. PROGRAM ACTIVITIES: • Identify problems and causes. • Develop short-term and long-term solutions. • Work in cooperation with citizens, community groups and other agencies. SIGNIFICANT CHANGES: • None. E-19 PROGRAM: FUND: PROGRAM GROUP: POLICE GRANTS SPECIAL REVENUE POLICE ACCTNO. 124-125XXX PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $0 13,103 802 $13,905 0.00 0.00 2006-07 ACTUAL $0 18,951 20,844 $39,795 0.00 0.00 2007-08 BUDGET $0 0 0 $0 0.00 0.00 2008-09 BUDGET $0 0 0 $0 0.00 0.00 WORK PROGRAM: The Local Law Enforcement Block Grant (LLEBG) program is funded through the Department of Justice. 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. SIGNIFICANT CHANGES: • None. E-20 PROGRAM: REFUND: PROGRAM GROUP: FIRE GENERAL FIRE SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $11,377,918 2,054,116 424,407 $13,856,441 79.75 1.17 2006-07 ACTUAL $12,469,441 2,455,857 194,520 $15,119,818 87.75 1.17 2007-08 BUDGET $13,558,037 3,323,621 299,520 $17,181,178 88.75 1.17 2008-09 BUDGET $14,032,167 3,359,040 74,500 $17,465,707 88.75 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 98% I Competence 99% I Courtesy I Transportation 99% ••;•••• 98% (As rated on a five-point scale of very poor, poor, fair, good, and excellent.) CM£ to* COo ino in CO 2003 2004 2005 2006 2007 Customer Service Ratings: The above chart shows our customer satisfaction level for emergency medical services for fiscal year 2006-2007. 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 incident scene 89% of the time in eight minutes or less during the 2006-07 fiscal year. This did not achieve our goal of arriving on scene in eight minutes or less 90% of the time. E-21 PROGRAM: FIRE PAGE TWO REFUND: GENERAL PROGRAM GROUP: FIRE SUMMARY KEY ACHIEVEMENTS FOR 2007-08: • Completed the construction phase of the relocation of Fire Station No. 6 in the southeast section of the City. • Continued design and development of the Joint First Responders Training Facility in conjunction with the Police Department and the Public Works Department. • City adoption of the new International Code Conference (ICC) Fire and Building Codes. • Develop and implement a system that monitors development plans submitted to the Fire Prevention Division for fire and life/safety reviews to ensure adherence to a maximum ten (10) business day development plan review cycle. KEY GOALS FOR FY 2008-09 • Complete a Standards of Coverage study that analyzes Fire Department service delivery and makes recommendations for adoption of recognized national standards. • Continue design and development of the Joint First Responders Training Facility in conjunction with Police Department and the Public Works Department. • Implement the City of Carlsbad Community Emergency Response Team (CERT). • Continue the integration of the Mobile Data Computer (MDC) Program in all first responder apparatus. E-22 PROGRAM: FUND: PROGRAM GROUP: ADMINISTRATION GENERAL FIRE ACCT NO. 0012210 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $471,433 362,983 335,014 $1,169,430 3.75 0.00 2006-07 ACTUAL $479,798 436,254 0 $916,052 3.75 0.00 2007-08 BUDGET $726,524 604,824 1,800 $1,333,148 4.75 0.00 2008-09 BUDGET $562,247 422,231 0 $984,478 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. • Monitor development under the Growth Management Program as it relates to the relocation of Fire Stations 3 and 6. • Participate in the San Diego County Unified Disaster Council and Hazardous Materials Response JPAs. • Participate in regional planning activities, including cooperation and coordination of dispatching, training, recruitment, and facilities. SIGNIFICANT CHANGES: • The Battalion Chief - Administration Services position that was added in Fiscal Year 2007-08 to Administration was moved to Emergency Operations to better reflect functionality. E-23 PROGRAM: FUND: PROGRAM GROUP: EMERGENCY OPERATIONS GENERAL FIRE ACCTNO. 0012220 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $10,332,874 1,614,741 89,393 $12,037,008 71.00 0.00 2006-07 ACTUAL $11,349,291 1,880,086 139,000 $13,368,377 78.00 0.00 2007-08 BUDGET $12,035,286 2,370,827 245,720 $14,651,833 78.00 0.00 2008-09 BUDGET $12,642,361 2,586,726 46,300 $15,275,387 79.00 0.17 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 eight minutes or less, 90% of the time, to fires, rescues, 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 and special community events. SIGNIFICANT CHANGES: • The Battalion Chief - Administration Services position that was added in Fiscal Year 2007-08 to Administration was moved to Emergency Operations, and an Hourly/FTE of .17 was transferred from Fire Prevention to better reflect functionality. E-24 PROGRAM: FUND: PROGRAM GROUP: PREVENTION GENERAL FIRE ACCT NO. 0012225 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $573,611 70,669 0 $644,280 5.00 1.17 2006-07 ACTUAL $595,226 54,556 0 $649,782 5.00 1.17 2007-08 BUDGET $671,496 131,344 30,000 $832,840 5.00 1.17 2008-09 BUDGET $708,919 92,928 0 $801,847 5.00 1.00 WORK PROGRAM: Reduce the potential for fire and property loss in the community through Fire Code enforcement, Fire Protection Engineering and Fire Investigation. 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. • Provide coordination for fire and life safety public education programs. • Conduct cause and origin investigations for suspicious or large loss fires. SIGNIFICANT CHANGES: • Hourly/FTE of .17 was transferred to Operations to better reflect functionality. E-25 PROGRAM: FUND: PROGRAM GROUP: WEED ABATEMENT GENERAL FIRE ACCT NO. 0012235 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $0 5,723 0 $5,723 0.00 0.00 2006-07 ACTUAL $0 35,255 0 $35,255 0.00 0.00 2007-08 BUDGET $0 82,300 0 $82,300 0.00 0.00 2008-09 BUDGET $0 120,050 0 $120,050 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 identified hazards. • Inspect all noticed property. • 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 through property tax billing by August. • Provide vegetation fire hazard reduction public education programs in urban wildlife interface zones. SIGNIFICANT CHANGES: • None. E-26 PROGRAM: FUND: PROGRAM GROUP: DISASTER PREPAREDNESS GENERAL FIRE ACCT NO. 0012240 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $0 0 0 $0 0.00 0.00 2006-07 ACTUAL $45,126 49,706 55,520 $150,352 1.00 0.00 2007-08 BUDGET $124,731 134,326 22,000 $281,057 1.00 0.00 2008-09 BUDGET $118,640 137,105 28,200 $283,945 1.00 0.00 WORK PROGRAM: Develop and manage emergency preparedness and hazard mitigation programs that reduce the impact of natural and man-made disasters. • The FY 2008-09 City Emergency Preparedness Program strategic goals include: strengthen City preparedness programs, develop community relationships, strengthen mutual aid partnerships, and meet federal and state preparedness requirements. The major components of the City's emergency and disaster response program include the following: • Emergency preparedness and continuity of operations planning; • Disaster Service Worker (DSW), Incident Command System (ICS) and NIMS training; • CPR/First Aid/AED training; and • Public Outreach, including Community Emergency Response Team (CERT) implementation. PROGRAM ACTIVITIES: Planning • Direct and manage City of Carlsbad Emergency Management Administrative Team (CEMAT). Training and Education • Conduct classroom and simulation training sessions for City staff. • Conduct Emergency Operations Center training and exercises. • Provide basic emergency response training to all City employees. • Ensure City compliance with training and adoption of the National Incident Management System (NIMS). Inter-Agency Coordination • Represent the interests of the City on the County Unified Disaster Council (UDC). SIGNIFICANT CHANGES: • None. E-27 PROGRAM: FUND: PROGRAM GROUP: COMMUNITY DEVELOPMENT VARIOUS VARIOUS SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $5,638,205 9,868,919 1,737,871 $17,244,995 54.02 4.14 2006-07 ACTUAL $5,893,112 9,437,139 1,041,702 $16,371,953 59.00 3.64 2007-08 BUDGET $7,034,423 10,217,038 221,728 $17,473,189 60.00 3.64 2008-09 BUDGET $7,146,612 10,361,073 0 $17,507,685 60.00 3.64 ECONOMIC DEVELOPMENT 3% REDEVELOPMENT 12% BUILDING INSPECTION 14% AFFORDABLE HOUSING 2% F-1 PROGRAM: FUND: PROGRAM GROUP: ADMINISTRATION GENERAL COMMUNITY DEVELOPMENT ACCTNO. 0013010,3025 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $444,446 469,011 0 $913,458 4.00 0.00 2006-07 ACTUAL $465,802 357,265 0 $823,067 5.00 0.00 2007-08 BUDGET $460,066 246,860 0 $706,926 3.00 0.00 2008-09 BUDGET $481,231 241,785 0 $723,016 3.00 0.00 MISSION STATEMENT: We are committed to helping people build a strong community by guiding and facilitating high quality projects, preserving the environment, providing for diverse housing and employment, and maintaining a strong 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, manages resource allocation and other support efforts, and serves as a member of the City Manager's Leadership Team. KEY ACHIEVEMENTS FOR 2007-08: • Continue implementation of Development Process Review Audit. • General Plan visioning scope of work. • Staffed Prop D Citizens Liaison Committee to conduct public outreach for possible open space uses on Cannon Road Agricultural Lands. KEY GOALS FOR 2008-09: Top-Quality Services • Develop performance measures for all departments and participate in the Performance Measurement Resource Team. • Continue implementation of the recommendations of the Performance Audit of the Development Services Review Process for the City of Carlsbad. • Retail Market Analysis for Carlsbad Village. • Modification of Redevelopment Standards approval. Balanced Community Development • Implement Habitat Management Plan (HMP). • Implement affordable housing projects in the City. • Continue implementation of the land use vision for North State Street. • Implement Proposition D Community Outreach Program. • Complete Ponto EIR through public hearing process. F-2 PROGRAM: ADMINISTRATION PAGE TWO FUND: GENERAL PROGRAM GROUP: COMMUNITY DEVELOPMENT ACCT NO. 0013010,3025 KEY GOALS FOR 2008-09 (continued): Parks/Open Space/Trails • Implement comprehensive open space management. Environmental Management • Continue to be stewards of the environment by implementing the California Environmental Quality Act (CEQA). Communication • Continue to enhance the Construction Update portion of the City's website. Learning • Continuity of Community Development leadership through Strategic Planning. • Provide specialized staff training in various areas (CEQA, HMP Management, Public Participation Certification, etc.). SIGNIFICANT CHANGES: • None. F-3 PROGRAM: FUND: PROGRAM GROUP: LAND USE PLANNING & PLANNING COMMISSION GENERAL PLANNING ACCT NO. 0013210/3215/3220/3225 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $2,394,473 662,001 2,596 $3,059,071 24.00 2.00 2006-07 ACTUAL $2,408,034 938,351 2,223 $3,348,608 27.00 1.00 2007-08 BUDGET $3,132,931 1,421,625 0 $4,554,556 27.00 1.00 2008-09 BUDGET $3,156,813 854,301 0 $4,011,114 27.00 1.00 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, Growth Management Program and Habitat Management Plan. F-4 PROGRAM: LAND USE PLANNING PAGE TWO & PLANNING COMMISSION FUND: GENERAL PROGRAM GROUP: PLANNING ACCT NO. 0013210/3215/3220/3225 KEY ACHIEVEMENTS FOR 2007-2008: • Completed processing of the Robertson Ranch Master Plan and Environmental Impact Report. • Completed entitlement of numerous residential subdivisions in the Villages of La Costa Master Plan and Robertson Ranch Master Plan. • Completed processing of the Environmental Impact Report for development within the Ponto Area Vision Plan project area. • Processed numerous Conditional Use Permits for City capital projects including parks, sewer and water projects. • Processed numerous Planned Industrial Permits for office and industrial buildings in the Bressi Ranch, Palomar Forum, and Carlsbad Raceway developments. • Continued processing of the updated Housing Element. • Initiated Phase 1 of the General Plan, Local Coastal Program, and Zone Code Update Program. • Continued to implement the Habitat Management Plan and the Open Space Management Plan. • Completed Customer Satisfaction Survey. KEY GOALS FOR 2008-2009: Top Quality Services • 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. • Continue implementation of the Robertson Ranch Master Plan. • Process the La Costa Town Square Shopping Center and other major projects submitted for review. • Enhance Planning Department information available on the web site. • Implementation of the Habitat Management Plan and the Open Space Management Plan. • Launch Public Participation and Visioning Program for the General Plan, Local Coastal Program, and Zone Code Update Program. • Submit adopted Housing Element to the State Department of Housing and Community Development for certification. SIGNIFICANT CHANGES: • None. F-5 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 2005-06 ACTUAL $341,994 93,242 0 $435,237 2.00 0.50 2006-07 ACTUAL $369,626 62,490 0 $432,116 3.00 0.50 2007-08 BUDGET $469,709 76,785 10,388 $556,882 4.00 0.50 2008-09 BUDGET $476,506 97,739 0 $574,245 4.00 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: • Deliver Products and Services - The GIS creates maps, reports and conducts geographic analyses for all City departments, as well as maintaining a set of standard location maps, and map products to support the General Plan, Assessment Districts, and fee studies. • Develop the Geographic Information System - The GIS Department continues to work with user departments to deliver timely, accurate geographic data for City operations. The major focus of this system development effort is to increase staff's use of the interactive GIS map on the intranet. If the GIS can provide the data and query tools to help staff answer questions and get information at their desktops, they are able to do their jobs quicker and more efficiently. IT statistics on web activity, the reduction of direct product requests (see Workload Statistics below), and staff requests for more data to be added to the interactive map indicate that adoption and use of the Interactive Map by City staff is increasing. • Develop and Maintain the Database - Based on staff's data requirements, information is developed and added to the central GIS database, and maintained by the data layer owners (Public Works, Planning, etc.) so the information is timely and accurate. WORKLOAD STATISTICS: FY 2005 FY 2006 FY 2007 Number of Service Requests: 367 413 334 KEY ACHIEVEMENTS FOR 2007-08: FY 2008 (Est.) 330 Implement a public-access E-zoning web application that allows the public to query the GIS for land development and status information such as zoning, general plan, acreage, jurisdictional boundaries (water/sewer district, school district, etc). Acquire updated medium resolution (1.0 ft) aerial photography coverage for the City. Continue to maintain the street address geofile for the Police Department's Computer-Aided Dispatch system, maintain Carlsbad's address data for the regional fire dispatch system (North County Dispatch), and support the development of a regional fire mapping program. F-6 PROGRAM: GEOGRAPHIC INFORMATION SYSTEM PAGE TWO FUND: GENERAL PROGRAM GROUP: COMMUNITY DEVELOPMENT ACCTNO.OOISSIO KEY GOALS FOR 2008-09: Top Quality Services • Upgrade the quality and functionality of the web-based interactive map available to City staff on the intranet. • Acquire new, high resolution (0.25' resolution) aerial photography for the City in a cost-share project with local agencies. • Design and implement a geodatabase for non-Public Works data (Public Works design and geodatabase creation accomplished in FY 07-08), so that all GIS data is in an enterprise-wide structure. • Continue to reduce the cycle time between request and delivery of products/services. • Continue to refine the capability to search for and select information in the Document Management System (DMS) by selecting areas of interest on an interactive map. • Continue to offer training to all City staff on the use of City's Intranet-based GIS. • Continue the maintenance of the geofile for the Police computer-aided dispatch system, continue to update the Carlsbad portion of Fire dispatch geofile, and support the creation of a North County-wide fire/emergency response mapping system. SIGNIFICANT CHANGES: • None. F-7 PROGRAM: FUND: PROGRAM GROUP: ECONOMIC DEVELOPMENT/ REAL ESTATE MANAGEMENT GENERAL COMMUNITY DEVELOPMENT ACCTNO. 0013510 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $166,772 13,198 0 $179,970 1.00 0.00 2006-07 ACTUAL $177,523 11,969 0 $189,492 1.00 0.00 2007-08 BUDGET $291,162 30,377 0 $321,539 2.00 0.00 2008-09 BUDGET $296,323 137,794 0 $434,117 2.00 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 new 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 and retaining 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 2007-08: • Evaluation of assets for revenue generation potential. • Negotiation of park/fire station acquisition - Robertson Ranch. • Negotiation of use of CMWD property for new car dealership opportunity. • Renegotiation of Headstart lease. • Increased lease revenue by >$70,000/year. F-8 PROGRAM: ECONOMIC DEVELOPMENT/ PAGE TWO REAL ESTATE MANAGEMENT FUND: GENERAL PROGRAM GROUP: COMMUNITY DEVELOPMENT ACCT NO. 0013510 KEY GOALS FOR 2008-09: Financial Health • Participate in regional economic development activities and projects. • Identify and monitor progress of development projects that provide economic benefit to the City. • Develop a new Economic Development Strategic Plan. • Evaluate underutilized City owned property for revenue generation potential. • Coordinate acquisition of real property associated with City Council goals. • Negotiation of leases and asset management. SIGNIFICANT CHANGES: • None. F-9 PROGRAM: FUND: PROGRAM GROUP: BUILDING INSPECTION GENERAL BUILDING INSPECTION ACCTNO. 0013610 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $1,408,919 713,703 0 $2,122,623 13.00 1.00 2006-07 ACTUAL $1,409,751 703,954 0 $2,113,705 13.00 1.50 2007-08 BUDGET $1,608,254 736,478 0 $2,344,732 14.00 1.50 2008-09 BUDGET $1,655,818 737,875 0 $2,393,693 14.00 1.50 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 2007-08: Issued permits valued at over $200 million for various types of construction projects. Performed 35,000 various building inspections - 98% the next working day. Final inspection on over 700 dwelling units. Answered over 4,000 incoming calls for information at Code Enforcement. Proactively removed over 1,200 illegal signs from the right of way. Performed over 5,500 Code Enforcement inspections. Handled over 2,100 open Code Enforcement cases. KEY GOALS FOR 2008-09: Top Quality Services • Respond to 98% of requests for field inspections and 98% of non-health and safety-related code enforcement calls the next working day. • Increase number and type of over-the-counter building permits issued. • Provide 40 hours of staff development training for each employee. • Analyze and improve upon performance measures. • Implement community based mediation strategies for Code Enforcement case resolution. SIGNIFICANT CHANGES: • None. F-10 PROGRAM: FUND: DEPARTMENT: HOUSING AND REDEVELOPMENT VARIOUS HOUSING AND REDEVELOPMENT SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $881,599 7,917,763 1,735,275 $10,534,641 10.02 0.64 2006-07 ACTUAL $1,062,376 7,363,110 1 ,039,479 $9,464,969 10.00 0.64 2007-08 BUDGET $1,072,301 7,704,913 211,340 $8,988,554 10.00 0.64 2008-09 BUDGET $1,079,921 8,291,579 0 $9,371,500 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 F-11 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 2005-06 ACTUAL $153,235 98,921 0 $252,157 1.32 0.07 2006-07 ACTUAL $253,877 87,919 0 $341,796 2.73 0.08 2007-08 BUDGET $274,943 161,423 0 $436,366 2.73 0.08 2008-09 BUDGET $272,477 135,530 0 $408,007 2.73 0.08 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. Inclusionarv 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 Completed: • Financial Assistance to Affordable Housing Projects: KEY GOALS FOR 2008-09: 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. Actual 04-05 244 units 439 units $1,600,000 Actual 05-06 274 units 110 units $1,440,000 Actual 06-07 255 units 66 units $3,009,000 Est. 07-08 103 units 168 units $1,932,000 F-12 PROGRAM: FUND: PROGRAM GROUP: RENTAL ASSISTANCE HUD SECTION 8 HOUSING HOUSING & REDEVELOPMENT ACCT NO. 1903401 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $347,030 5,385,281 0 $5,732,312 4.93 0.30 2006-07 ACTUAL $365,173 4,843,046 0 $5,208,220 4.25 0.30 2007-08 BUDGET $390,985 5,629,527 0 $6,020,512 4.25 0.30 2008-09 BUDGET $411,056 5,485,561 0 $5,896,617 4.25 0.30 MISSION STATEMENT: Helping people achieve their dreams. PROGRAM ACTIVITIES: Section 8 Tenant-Based Rental Assistance • Provide federal funding to subsidize rents for extremely low-income and very low-income households. • Assist low-income households in the community to access rental housing that is decent, safe, and sanitary. • Ensure program is being administered in compliance with federal regulations, federal guidelines, the Carlsbad Administrative Plan, and the Public Housing Agency (PHA) Plan. • Achieve and maintain a lease rate that effectively utilizes funding allocation. Family Self-Sufficiency • Designed to enable unemployed, under-employed or under-educated low-income families to achieve economic independence from welfare. • Assist families in identifying barriers to becoming self-sufficient. • Provide guidance to the family to establish a five-year goal and plan. • Coordinate needed support services and act as an advocate on behalf of the client. PERFORMANCE/WORKLOAD MEASURES: • Maintain a Section Eight Management Assessment Program (SEMAP) ranking of "standard performer" or "high performer." • Achieve and maintain a lease rate utilizing 98% of allocated funds. • Update and revise Administrative Plan to adopt changes in federal regulations. • Expand rental assistance knowledge by conducting community workshops, providing owner and participant newsletters, and conducting owner outreach presentations. KEY ACHIEVEMENTS 2007-08: • Provided rental assistance to approximately 600 very low and extremely low-income households. SIGNIFICANT CHANGES: • None. F-13 PROGRAM: FUND: PROGRAM GROUP: COMMUNITY DEVELOPMENT BLOCK GRANT CDBG ENTITLEMENT HOUSING & REDEVELOPMENT ACCT NO. 39ixxxx PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $81,866 167,177 716,109 $965,152 0.86 0.00 2006-07 ACTUAL $80,134 280,520 9,479 $370,133 0.61 0.00 2007-08 BUDGET $76,393 315,115 211,340 $602,848 0.61 0.00 2008-09 BUDGET $80,643 974,107 0 $1,054,750 0.61 0.00 MISSION STATEMENT: Helping people achieve their dreams. PROGRAM ACTIVITIES: Administration of Community Development Block Grant Program (CDBG) • 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). • 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 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. PROJECTS AUTHORIZED BY COUNCIL FOR 2008-09: Brother Benno Center $5,000 Hospice of the North Coast $5,000 North County Health Services $9,953 La Posada de Guadalupe Shelter $5,000 Solutions Family Center $5,000 Women's Resource Center $5,000 YMCA OZ Youth Shelter $5,000 Boys and Girls Club Teen Program $10,000 From the Inside Out Youth Program $4,953 Lifeline Community Services $10,000 North County Community Services $5,000 Interfaith Community Services $5,000 Casa de Amparo $4,953 TERI Inc. Property Acquisition $795,000 United We Paint/Carlsbad Cares $50,000 Boys and Girls Club Facility $25,000 F-14 PROGRAM: COMMUNITY DEVELOP. BLOCK GRANT PAGE TWO FUND: CDBG ENTITLEMENT PROGRAM GROUP: HOUSING & REDEVELOPMENT ACCTNO. 39ixxxx KEY ACHIEVEMENTS 2007-08: • Provided funding assistance to 15 nonprofit organizations. • Met compliance requirements for timely expenditure of funds. • Provided funding for development of the Library Learning Center. SIGNIFICANT CHANGES: • None. F-15 PROGRAM: FUND: PROGRAM GROUP: REDEVELOPMENT OPERATIONS VILLAGE AREA REDEVELOPMENT AGENCY HOUSING & REDEVELOPMENT ACCTNO. 8013410/802XXXX PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $171,689 2,179,238 950,000 $3,300,928 1.69 0.07 2006-07 ACTUAL $239,613 2,015,553 1,030,000 $3,285,166 1.56 0.08 2007-08 BUDGET $186,474 1,422,862 0 $1,609,336 1.56 0.08 2008-09 BUDGET $175,501 1,522,736 0 $1,698,237 1.56 0.08 MISSION STATEMENT: Helping people achieve their dreams. PROGRAM ACTIVITIES: Implementation of the Carlsbad Village Redevelopment Master Plan • Coordination of project development and permit processing. • Administration of the Parking-ln-Lieu Fee Program. • Property acquisition for future redevelopment projects and facilitation of new development. Community Relations and Public Relations Program • Work with the Carlsbad Village Business Association and other business organizations to continue community awareness and public relations activities on behalf of the Redevelopment Agency. • Continue implementation of the Village Beautification Program through coordination of maintenance efforts in the Village. • Work with NCTD to resolve parking and land-use-related issues associated with the Village Commuter Rail Station and surrounding properties. PERFORMANCE/WORKLOAD MEASURES: • Process 15 applications for redevelopment permits for improvements to existing structures or new construction projects. • Process 20 sign permit applications. « Process four preliminary review applications. • Facilitate the development of at least one "special opportunity project" identified in the Village Redevelopment Master Plan. KEY ACHIEVEMENTS FOR 2007-08: • Non-profit organization formed to implement findings of the Village Area Retail Analysis and Demand/Desire Study and gain a more cohesive approach to Village enhancements. • Revisions to development standards to assist in encouraging development approved by City Council. • Processed three sidewalk sign/outdoor display permits; 20 sign permits; three administrative redevelopment permits; and three major redevelopment permits. F-16 PROGRAM: REDEVELOPMENT OPERATIONS PAGE TWO VILLAGE AREA FUND: REDEVELOPMENT AGENCY PROGRAM GROUP: HOUSING & REDEVELOPMENT ACCTNO. soi34io/802xxxx KEY GOALS FOR 2008-09: Financial Health • Process redevelopment permits for all types of projects within the Village Area that represent high-quality development or redevelopment of properties and buildings. • Eliminate blighting conditions and influences in the Village Redevelopment Area through facilitation of private commercial and/or mixed-use development on North State Street. Balanced Community Development (also affects Financial Health goal) • Implement the actions outlined in the Redevelopment Operations Strategy to address the land use and administration/organizational structure strategies following the July 2009 expiration of the Redevelopment Plan. SIGNIFICANT CHANGES: • None. F-17 PROGRAM: FUND: PROGRAM GROUP: LOW/MODERATE INCOME HOUSING VILLAGE AREA REDEVELOPMENT AGENCY HOUSING AND REDEVELOPMENT ACCTNO. 8033420 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $35,813 31,377 0 $67,190 0.40 0.00 2006-07 ACTUAL $35,147 27,223 0 $62,370 0.29 0.00 2007-08 BUDGET $40,114 55,490 0 $95,604 0.29 0.00 2008-09 BUDGET $40,805 55,887 0 $96,692 0.29 0.00 MISSION STATEMENT: Helping people achieve their dreams. PROGRAM ACTIVITIES: Affordable Housing Project Processing Procedures • Continue development of affordable housing project processing procedures. Affordable Housing Project Coordination • Assist in the structure and implementation of affordable housing projects. Affordable Housing Education Program • Direct educational programs for citizens, businesses, and government agencies interested in affordable housing. PERFORMANCE/WORKLOAD MEASURES: • Process at least three requests for financial assistance through the Housing Policy Team. • Use existing low-income and moderate-income housing funds to develop property for an affordable housing project in the Village Redevelopment Area. • Participate in at least three outreach programs, professional conferences, and/or citizen and business groups on affordable housing. KEY GOALS FOR 2008-09: Top-Quality Services • Continue to assist private developers to provide affordable housing as required by the Inclusionary Housing Ordinance. SIGNIFICANT CHANGES: • None. F-18 PROGRAM: FUND: PROGRAM GROUP: REDEVELOPMENT OPERATIONS SOUTH CARLSBAD COASTAL AREA REDEVELOPMENT AGENCY HOUSING AND REDEVELOPMENT ACCT NO. sioxxxx/8113412 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $71,373 46,211 69,166 $186,751 0.54 0.20 2006-07 ACTUAL $67,334 100,189 0 $167,523 0.41 0.18 2007-08 BUDGET $80,227 100,066 0 $180,293 0.41 0.18 2008-09 BUDGET $75,754 97,533 0 $173,287 0.41 0.18 MISSION STATEMENT: Helping people achieve their dreams. PROGRAM ACTIVITIES: Implement Redevelopment Plan for South Carlsbad Coastal Redevelopment Area • Provide funding for the potential realignment of Carlsbad Boulevard, which may yield excess property that could provide for public recreational facilities and/or development of cultural facilities or other public facilities. • Revitalize, redevelop, and/or generally clean up the Ponto Area. • Enhance commercial and recreational functions/activities in the Redevelopment Area and increase parking and open space amenities. PERFORMANCE/WORKLOAD MEASURES: • Implement land use vision for planning area three. KEY ACHIEVEMENTS FOR 2007-08: • Adoption of the Ponto Beachfront Village Vision Plan and related Environmental Impact Report. KEY GOALS FOR 2008-09: Balanced Community Development • Facilitate the development of one project identified by the vision study for planning area three. SIGNIFICANT CHANGES: • The assessed values in the South Carlsbad Coastal Redevelopment Area declined from $398 million in Fiscal Year 2003-04 to $177 million in Fiscal Year 2006-07, less than the original values when the redevelopment area was formed. The decline is mainly due to the lower values assigned to the Encina Power Plant. Since the revenue to the area is based on the excess of the current assessed values over the original assessed values, the South Carlsbad Area will again not receive any property tax revenue in Fiscal Year 2008-09. Budgeted expenses will come from accumulated balances and/or loans from the City, as approved. F-19 PROGRAM: FUND: PROGRAM GROUP: LOW/MODERATE INCOME HOUSING SOUTH CARLSBAD COASTAL AREA REDEVELOPMENT AGENCY HOUSING AND REDEVELOPMENT ACCTNO. 8123420 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $20,592 9,556 0 $30,148 0.28 0.00 2006-07 ACTUAL $21,098 8,660 0 $29,758 0.15 0.00 2007-08 BUDGET $23,165 20,430 0 $43,595 0.15 0.00 2008-09 BUDGET $23,685 20,225 0 $43,910 0.15 0.00 MISSION STATEMENT: Helping people achieve their dreams. PROGRAM ACTIVITIES: Implement City-wide Affordable Housing Programs • Affordable Housing Project Coordination for Inclusionary Housing Development. • Affordable Housing Education Activities. • Development of affordable housing programs. • Facilitation of development of new affordable housing projects. PERFORMANCE/WORKLOAD MEASURES: • Utilize low-income and moderate-income housing funds to assist with the development and/or construction of at least one (1) new affordable housing project within the city limits of Carlsbad. • Develop Housing Plan for South Carlsbad Coastal Redevelopment Area. KEY GOALS FOR 2008-09: Balanced Community Development • Continue to assist private developers to provide affordable housing as required by the City's Inclusionary Housing Ordinance. • Implement affordable housing programs that serve to enhance the jobs/housing balance within the community. SIGNIFICANT CHANGES: • None. F-20 Gommtwify 1 PROGRAM: FUND: PROGRAM GROUP: COMMUNITY SERVICES VARIOUS VARIOUS SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $9,724,263 5,762,441 124,969 $15,611,673 84.50 120.24 2006-07 ACTUAL $10,439,660 5,702,995 494,376 $16,637,031 83.50 122.51 2007-08 BUDGET $10,989,237 6,394,923 32,527 $17,416,687 83.50 116.41 2008-09 BUDGET $11,373,887 7,026,494 23,632 $18,424,013 83.50 116.41 Recreation, 39% Library, 55% Arts, 6% G-1 PROGRAM: FUND: PROGRAM GROUP: LIBRARY VARIOUS LIBRARY SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $5,406,420 3,413,934 23,409 $8,843,772 47.00 64.50 2006-07 ACTUAL $5,856,209 3,067,180 371,177 $9,294,566 48.00 66.75 2007-08 BUDGET $6,248,110 3,365,813 28,527 $9,642,450 48.00 59.25 2008-09 BUDGET $6,473,250 3,671,142 3,132 $10,147,524 48.00 59.25 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, the pursuit of knowledge, and serving as a community gathering place. KEY ACHIEVEMENTS FOR 2007- 08: • Policy, layout, and signage changes made to improve customer experience • Citizen/User survey conducted by research firm to measure satisfaction, needs, and expectations of Library. • Successful "Carlsbad Reads Together" program with author visit by Alexander McCall-Smith. • Learning Center construction completed. • Introduction of new, portable audio book format for busy customers. KEY GOALS FOR 2008-09: Top-Quality Services • Implement future directions identified in strategic planning process. • Continue adjusting service delivery methods to be customer-focused. • Improve navigation and usability of library web pages. • Improve service through use of credit/debit options at all circulation points. Learning. Culture & Arts • Open Learning Center and provide increased access to resources for more users. • Improve programming facilitation through cooperation with outside producer services. Communication • Enhance delivery of internal information via City Intranet. Future Direction/Plans • Combine Adult Learning and Centra programs in Library Learning Center. SIGNIFICANT CHANGES: • None. G-2 PROGRAM: FUND: PROGRAM GROUP: GEORGINA COLE LIBRARY GENERAL LIBRARY ACCT NO. 0014010/0014015-16/0014025/0014035/0014069 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $1,563,757 516,044 6,659 $2,086,460 12.50 21.90 2006-07 ACTUAL $1,742,083 574,997 4,579 $2,321,659 12.75 23.70 2007-08 BUDGET $1,847,320 623,920 10,761 $2,482,001 12.75 22.40 2008-09 BUDGET $1,883,170 760,104 1,332 [ $2,644,606 12.75 21.40 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. Services provided include reference assistance, public computer use for adults and children, special programs for all ages, and monthly exhibits offered by local residents. PROGRAM ACTIVITIES:WORKLOAD STATISTICS: Cole Library Administration Administrative staff at the Georgina Cole Library participates in Library Administration operations in conjunction with the main Administrative offices at the Carlsbad City Library on Dove Lane. • Manage the Georgina Cole Library, Adult Learning Program, and Centra de Information staff, facilities, budget and collections. • Coordinate library-wide volunteer services and programs, library vehicle maintenance, and daily courier service. • Maintain awareness of the community's needs and coordinate operations with other City departments. • Participate in and promote public education pertaining to historic areas and sites. Library Visits Computer Users Wireless users Reference Questions Children's/Teen Programs Children's/Teen Program Attendance Circulation Genealogy Programs Genealogy Program Attendance 2006-07 254,233 29,870 6,200 77,061 380 8,949 387,709 63 3200 25,200 Circulation • Circulation staff circulates print and non-print materials to all library patrons; issues library cards to borrowers; collects fees and fines; tracks overdue items; sorts and shelves all incoming library materials; and serves as a first point of inquiry and direction for patrons entering the Library. • Cole circulation schedules and provides drivers for the Carlsbad High School students who are provided literacy Genealogy In-House Usage services through the Adult Learning Program. • Staff coordinates Carlsbad's participation in county-wide delivery and return of Serra Cooperative member library materials. 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; and locate library materials for patrons. Reference support staff provides interlibrary loan service; updates reference sources, and staffs public service desks. • Librarians respond to in-person, telephone, and email reference questions; provide instruction classes and tours; select books and other materials; and facilitate book clubs. G-3 PROGRAM: GEORGINA COLE LIBRARY PAGE TWO FUND: GENERAL PROGRAM GROUP: LIBRARY ACCTNO. 0014010/0014015-16/0014025/0014035/0014069 • Periodicals staff manages a collection of 225 magazines and 12 newspapers and related back files. • Computer lab staff provides assistance with access to the Internet and other software programs. • History Room staff provides and maintains a repository for collecting, preserving, and researching local history and reply to community and City needs for historic photos and information. Youth Services The Youth Services Division supports the informational, recreational, literacy and cultural needs of young patrons from babies through teens, as well as their parents, caregivers and teachers. • Plan, schedule and conduct fun and educational year-round programs for youth of all ages which promote the Library as a positive place, encouraging early and traditional literacy as well as other forms of literacy such as information, computer, and cultural literacy. • Introduce youth to literature and promote early family learning through interactive story time and craft programs. • Answer reference questions and readers' advisory inquiries using print and non-print resources. • Provide Internet-accessible computers for research, homework and recreational use. • Provide entertaining and educational social activities and programs for teens encouraging library use and lifelong learning. • Work with other youth-related organizations to promote Library services and outreach to the community. • Provide classroom visits, library instruction and tours for children, teens and other youth-related groups. Genealogy Services The Genealogy Division provides reference and instructional assistance to patrons researching their ancestry. Genealogy staff manages the selection, classification, and organization of a 22,000 volume collection, 9,000 microfilm rolls, 150,000 microfiche, and 200 compact discs. It is a collection of excellence that draws researchers from all over the nation. • Respond to in-person and telephone reference requests; provide individual patrons with a general introduction to the collection; provide instruction on the use of the catalog and other finding aids; instruct on the use of various equipment including computers, and microfilm/fiche readers and printers. • The North San Diego 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. KEY ACHIEVEMENTS FOR 2007-08: • Partnered with outside agency to contact patrons with long overdue materials for the purpose of recovery. • Incorporated changes to create more comfortable and successful visits including policy changes, layout changes, and materials display changes. • Improved efficiency and operational processes to allow for reductions in part-time FTE. KEY GOALS FOR 2008-09: • Implementation of new cashiering system will provide improved money handling and accounting. • Implementation of credit/debit option for payment of fines and fees will provide convenience for library patrons and encourage increased use of self-service equipment. SIGNIFICANT CHANGES: • Reclassified 1.0 full-time Children's Division Library Assistant position to a Librarian l/ll to further strengthen the structure and services to Youth. • Reclassified 1.0 part-time Library Technician to a Librarian l/ll in Cole Reference to increase the service in the History Room. • Moved 1.0 part-time staff from Cole to the new Library Learning Center. G-4 PROGRAM: FUND: PROGRAM GROUP: CARLSBAD CITY LIBRARY GENERAL/SPECIAL REVENUE LIBRARY ACCTNO. 0014070-4095,1754010 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS GENERAL FUND SPECIAL REVENUE TOTAL FUNDING 2005-06 ACTUAL $2,434,513 1,614,185 6,141 $4,054,839 21.50 33.70 $4,048,839 6,000 $4,054,839 2006-07 ACTUAL $2,587,720 1,311,795 304,411 $4,203,926 20.25 32.10 $4,197,086 6,840 $4,203,926 2007-08 BUDGET $2,724,650 1,325,147 14,516 $4,064,313 20.25 25.70 $4,058,138 6,175 $4,064,313 2008-09 BUDGET $2,712,240 1,539,550 1,800 $4,253,590 19.50 25.70 $4,245,590 8,000 $4,253,590 WORK PROGRAM: The Carlsbad City Library on Dove Lane is located in South Carlsbad. Services include print and non-print materials, reference and information, computer labs for adults and children, special programs, an art gallery, and the Friends of the Library bookstore, as well as an auditorium and meeting room. WORKLOAD STATISTICS: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; coordinates relations with local and State government, the Library Board, the Friends of the Library, the Carlsbad Library and Arts Foundation, and the Serra Cooperative Library System. • Prepare department budget; process invoices, and requisitions; monitor expenditures; maintain fiscal records. • Handle grants and reports at local and State levels. • Develop and plan technology solutions to effectively deliver library services. • Provide leadership for the Library's divisions. Circulation The Circulation Division registers Library patrons and manages the circulation, sorting and shelving of library materials. • Register library patrons and Internet users; check out and in, renew, reserve, sort, and shelve library materials; process and mail overdue and reserve notices; collect fines and fees; rent audio-visual equipment; handle phone calls • Enroll visually impaired patrons in the Braille Institute; exchange and provide repair for malfunctioning machines. • Notify patrons via email, telephone, and standard mail of overdue items and availability of requested materials. 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; and locate library materials for patrons. 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. Library Visits Computer Users Wireless Users Reference Questions Children's/Teen Programs Children's/Teen Program Attendance Circulation 2006-07 386,939 41,715 7,271 139,802 443 21,913 884,578 G-5 PROGRAM: CARLSBAD CITY LIBRARY PAGE TWO FUND: GENERAL PROGRAM GROUP: LIBRARY ACCT NO. 0014070-4095,1754010 PROGRAM ACTIVITIES (continued): • Computer lab staff provides assistance with access to the Internet and other software programs. • Young Adult Services staff develops programs and activities that encourage and support library use by teens. Children's The Children's Division serves youth from nine months through middle school with their information needs and development of reading skills. 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, 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 literacy. • Work with other child-oriented organizations to promote library services and outreach to the community, including a 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 Microsoft Word, PowerPoint and other programs students will find valuable. KEY ACHIEVEMENTS FOR 2007-08: • Partnered with outside agency to contact patrons with long overdue materials for the purposes of recovery. • Improved efficiency and changed operations to allow reductions in FTE. • Changed food policy, some layout, display and signage to make users more comfortable and likely to have success with their visits to the Library. KEY GOALS FOR 2008-09: • Circulation may increase due to increased visibility and improved placement. • Cashiering system will provide improved money handling and accounting. • Credit/debit option will improve service and help move more circulation to the self-serve model (self-check). SIGNIFICANT CHANGES: • None. G-6 PROGRAM: FUND: PROGRAM GROUP: CENTRO DE INFORMACION GENERAL LIBRARY ACCTNO. 0014030 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $143,361 26,969 0 $170,331 1.00 1.70 2006-07 ACTUAL $150,008 28,760 0 $178,768 1.00 1.70 2007-08 BUDGET $167,480 33,120 0 $200,600 1.00 2.00 2008-09 BUDGET $290,970 25,720 0 $316,690 2.00 2.50 WORK PROGRAM: The Centra de Informacion is a branch library that meets the information needs of Spanish-speaking and other neighborhood residents new to library services. Bilingual staff introduces residents to library services, which include Spanish-language and bilingual print and non-print materials, reading programs for children, as well as information and referral services. The Centra de Informacion staff is actively involved in the community and work in partnership with schools, community agencies, and other City departments to meet the needs of our diverse community. WORKLOAD STATISTICS: 2004-05 2005-06 2006-07 22,752 22,962 24,105 Individual Patron Visits Program Attendance 3,214 3,958 3,645 PROGRAM ACTIVITIES: The Centra de Informacion offers a welcoming and culturally sensitive environment that enables Spanish-speaking residents and non-traditional library users to obtain information, to access technology, and to find library materials. The Centra fosters family literacy and life-long learning by offering homework help, literature-based bilingual programming for youth and families, and computer classes for adults. The Centra de Informacion networks with community agencies and organizations, as well as the school district, to provide outreach, presentations, information about library services, and the promotion of reading, literature, and library use. KEY ACHIEVEMENTS FOR 2007-08: • A Principal Librarian was hired to oversee personnel, maintenance and operation of the Library Learning Center. • Collaborated on plans for the Library Learning Center with regard to technology, interior design, furniture, collection development, and daily operations. • Completed ordering of books, DVDs, and other materials for the grand opening collection. • Completion of the Learning Center building - May 2008. KEY GOALS FOR 2008-09: • Move-in to the Learning Center - July 2008. • Grand Opening of the Learning Center - August 2008. SIGNIFICANT CHANGES: • Moved 1.0 full-time FTE from Dove Library (0.75) and Adult Learning (0.25) and 0.5 part-time FTE from Cole to Centra in anticipation of the opening of the new Library Learning Center. G-7 PROGRAM: FUND: PROGRAM GROUP: TECHNICAL SERVICES GENERAL LIBRARY ACCTNO. 0014040 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $508,284 103,783 0 $612,069 7.00 2.50 2006-07 ACTUAL $598,227 86,745 0 $684,972 7.00 2.50 2007-08 BUDGET $643,080 141,840 0 $784,920 7.00 2.50 2008-09 BUDGET $688,850 109,090 0 $797,940 7.00 2.50 WORK PROGRAM:WORKLOAD STATISTICS: 2004-05The Technical Services Division catalogs and prepares library materials for public use; maintains the Library's on-line database; and manages the library's circulation Items cataloged & processed system, on-line catalog, and related automated programs. 2005-06 2006-07 PROGRAM ACTIVITIES: Items handled for binding Items withdrawn 32,855 1,386 14,227 31,866 2,142 30,049 36,928 1,473 35,081 Cataloging • Catalogs newly purchased print, audiovisual, and microform materials. Database Maintenance • Adds new items to the on-line database and deletes information on lost or discarded materials. • Provides physical processing of newly added materials. • Repairs damaged materials and arranges for binding and re- binding. Integrated Library System (Includes Circulation System and On-Line Catalog) • Manages the Library's integrated library software, including the catalog interface. • Coordinates installation of software upgrades and related documentation and training. • Generates daily, monthly, and annual statistical and system management reports. KEY ACHIEVEMENTS FOR 2007-08: • Implemented upgrade to integrated library system software in October 2007. • Outsourced debt collection on delinquent accounts. • Implemented system configuration changes to accommodate new Library Learning Center. • Implemented authority control in library catalog. KEY GOALS FOR 2008-09: • The opening of the Library Learning Center in 2008-09 will require multiple database modifications, including facility names, changes in call numbers and locations, and the addition of new materials to the collection. • Addition of new formats to the collection, e.g. games and electronic resources, will have an impact on processing staff and catalogers. SIGNIFICANT CHANGES: • None. G-8 PROGRAM: FUND: PROGRAM GROUP: COLLECTION DEVELOPMENT & ACQUISITIONS GENERAL/SPECIAL REVENUE LIBRARY ACCT NO. 0014045/ 1454010/1454011 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS GENERAL FUND SPECIAL REVENUE TOTAL FUNDING 2005-06 ACTUAL $184,905 1,002,151 0 $1,187,057 1.00 0.60 $1,069,986 117,072 $1,187,058 2006-07 ACTUAL $193,447 912,314 6,069 $1,111,830 2.00 0.60 $997,304 114,526 $1,111,830 2007-08 BUDGET $205,800 1,070,711 0 $1,276,511 2.00 0.60 $1,276,511 0 $1,276,511 2008-09 BUDGET $210,370 1,045,134 0 $1,255,504 2.00 0.60 $1,230,504 25,000 $1,255,504 WORK PROGRAM: Coordinate the selection of materials and plan collection development for all libraries. Allocate and monitor all materials budgets. Order and receive all print and non-print materials. WORKLOAD STATISTICS: 2004-05 2005-06 2006-07 Orders Placed Items Received Donations Added 1,345 28,417 1,067 1,246 27,496 1,740 PROGRAM ACTIVITIES: Planning • Develop plans for the collection of materials. Budgeting • Prepare division and library-wide materials budgets; monitor expenditures for division and materials. Coordinate Selection of Materials • Coordinate selection and ordering of print and non-print materials. Weeding • Keep collection current by removing outdated and unused materials. KEY ACHIEVEMENTS FOR 2007-08: • Introduced circulating Play-a-Way format audio book recordings. • Incorporated new genre (Anime) into collection for ease of use. • Devised new workflows to accommodate more volumes and more complex configurations at Learning Center. KEY GOALS FOR 2008-09: • More workflow adaptations to improve efficiency of handling acquisitions and receiving of materials. SIGNIFICANT CHANGES: • None. 1,333 28,816 1,247 G-9 PROGRAM: FUND: PROGRAM GROUP: MEDIA SERVICES GENERAL LIBRARY ACCT NO. 0014050 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $223,189 38,031 10,609 $271,831 2.00 2.10 2006-07 ACTUAL $241,590 50,691 33,312 $325,593 2.00 2.30 2007-08 BUDGET $250,990 52,000 3,250 $306,240 2.00 2.30 2008-09 BUDGET $262,580 50,775 0 $313,355 2.00 2.30 WORK PROGRAM: The Library's Media Division provides a wide range of event management services and related activities in support of programs staged in the Library's Schulman Auditorium and Gowland Meeting Room. Tasked with managing these facilities, responsibilities include: overseeing operations, marketing of facilities and services, program support, scheduling, training, and providing technical support for patrons and other user groups. Management duties include: recruiting staff, use policy development, use analysis reports, fee collection, and fiscal management. A wide range of event service is provided, including: theater lighting and sound, and presentation technology and multi-media support. Other related production services enable events to reach broader community audiences via circulating 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 online system workflows, fee collections, process and provide comprehensive reports. Provide ongoing staff training, and assign and supervise part-time support staff. Programming Support • Facilitate quality community programming, distribution of programs. Provide technical support and production recordings to enable wider Media Produced Library Collections • Create and acquire local media materials including: digital imagery, photographic prints, video and audio recordings. Provide improved workflow for duplication, labeling, and digital storage for web development, Intranet access and distribution. WORKLOAD STATISTICS: 2004-05 2005-06 2006-07 Events Supported Program Attendance Media Productions Revenue 842 783 840 38,349 45,601 48,035 26 17 17 $44,190 $79,183 $71,246 G-10 PROGRAM: MEDIA SERVICES PAGE TWO FUND: GENERAL PROGRAM GROUP: LIBRARY ACCT NO. oouoso KEY ACHIEVEMENTS FOR 2007-08: • Virtual Event Management System implemented. SIGNIFICANT CHANGES: • None. G-11 PROGRAM: FUND: PROGRAM GROUP: ADULT LEARNING PROGRAM GENERAL LIBRARY ACCTNO. 0014055 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $154,716 59,733 0 $214,450 1.00 1.60 2006-07 ACTUAL $122,239 45,605 0 $167,844 1.00 1.70 2007-08 BUDGET $169,160 48,150 0 $217,310 1.00 2.00 2008-09 BUDGET $175,160 62,354 0 $237,514 0.75 2.50 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. WORKLOAD STATISTICS: 2004-05 2005-06 2006-07 Learners Studying Volunteer Tutors Instructing Instructional Hours Completed 116 73 6,546 161 94 7,113 160 115 9,083 PROGRAM ACTIVITIES: Literacy Skill Development The program assesses new learners to determine literacy needs and recommends curriculum to assist the learners in meeting their goals. The program provides learning assistance in reading, writing, comprehension, math, and life skills as appropriate to each learner. The program provides orientation, training, and on-going support to new and established volunteer tutors. KEY ACHIEVEMENTS FOR 2007-08: • California State Library awarded the Adult Learning Program two part-time (900 hours/12 months each) federal AmeriCorps members for January - December 2008. • Construction continued on the new 11,000 square-foot Library Learning Center, which will serve as the permanent home of the Adult Learning Program and the Centra de Informacion. • The Adult Learning Program was selected by the State Library as one of only two additional sites to host the Adult Learner Leadership Institute. The Institute is a program presented by learners for learners focusing on skills training in the areas of advocacy, leadership, and public speaking. Twelve learners graduated representing four San Diego-area library literacy programs. • Adult Learning received excellent media exposure with articles in The North County Times and The San Diego Union-Tribune, television spots on CNN and San Diego Channel 10, and radio programming on SignOnRadio.com. • A Principal Librarian was hired to oversee personnel, maintenance and operation of the Library Learning Center. • Classroom space was remodeled to accommodate two additional learning pairs. • At mid-year, 37% of the adult learners enrolled the program had achieved at least one literacy goal, such as reading a book, getting a library card, reading to their children, or getting a job. KEY GOALS FOR 2008-09: • Complete construction of the Library Learning Center, move in, and begin operation in late August. SIGNIFICANT CHANGES: • Moved 0.5 part-time FTE from Cole to Adult Learning and 0.25 full-time FTE from Adult Learning to Centra in anticipation of the opening of the new Library Learning Center. G-12 PROGRAM: FUND: PROGRAM GROUP: PROGRAMS, EXHIBITS AND GRAPHICS GENERAL/SPECIAL REVENUE LIBRARY ACCTNO. 0014060 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $193,693 53,036 0 $246,730 1.00 0.40 2006-07 ACTUAL $220,895 56,273 22,806 $299,974 2.00 2.15 2007-08 BUDGET $239,630 70,925 0 $310,555 2.00 1.75 2008-09 BUDGET $249,910 78,415 0 $328,325 2.00 1.75 WORK PROGRAM: Coordinate marketing and public relations for library programs and services. Oversee the Library's adult programs and production of library publications. PROGRAM ACTIVITIES: Marketing & Public Relations • Market and publicize library programs and services. Programming • Plan and execute programs including author lectures, play readings, film series, poetry readings and writing workshops, and concert series. Graphic design and printing • Design and layout library flyers, calendars, brochures and forms. Print in-house or coordinate outsourcing of printing. Budgeting • Monitor expenditures for division. KEY ACHIEVEMENTS FOR 2007-08: • Redesign of Library logo. • Library Intranet site better utilized as communications vehicle. • Revision of Community Services video and marketing materials. KEY GOALS FOR 2008-09: • Rollout of Library logo and redesign of marketing materials to include Library Learning Center. SIGNIFICANT CHANGES: • None. G-13 PROGRAM: FUND: PROGRAM GROUP: CULTURAL ARTS VARIOUS CULTURAL ARTS SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $554,520 319,000 0 $873,521 5.00 3.23 2006-07 ACTUAL $587,084 321,253 0 $908,337 5.00 3.25 2007-08 BUDGET $606,240 328,471 0 $934,71 1 5.00 3.25 2008-09 BUDGET $624,620 541,541 0 $1,166,161 5.00 3.25 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 2007-08: • Produced 62 events attracting approximately 76,000 people. • Presented five new exhibitions in the Cannon Art Gallery and one new exhibition in the Sculpture Garden, attracting over 30,000 visitors. • Continued to present the Three-Part-Art arts education program (for exhibitions), including lesson workbooks, guided exhibit tours, and creative workshops. Approximately 5,000 Carlsbad students and adult chaperones served. • Presented four Family Open Studio events (hands-on art activities associated with gallery exhibitions), attracting over 1,200 participants. • Awarded Community Arts Grants: nine in the Organizations/Artist Partnerships category; 12 in the Arts Education category, resulting in the community presentation of more than 80 performances, exhibits, and special projects. • Partnered with San Diego Opera and Carlsbad Library on a variety of public programs. • Provided information services via the City website, direct mail, telephone, programs, and brochures including revised design of the Arts Newsletter. • Presented "In Focus: National Geographic Greatest Portraits," drawing a record attendance of over 10,000 visitors in an 8-week period to the Cannon Art Gallery. • Organized "A Day in the Life of Carlsbad and Karlovy Vary," a joint exhibition with our Czech Sister City, of photos taken by high school students from the two cities. • Produced a comprehensive conservation report, documenting current condition and any needed repairs, for all artworks in the City's Public Art Collection. KEY GOALS FOR 2008-09: Top-Quality Services • Expand fund-raising activities and collaborative projects, including collaboration with Carlsbad Magazine on the TGIF souvenir program. • Promote, train, and utilize volunteers and artists in providing services for Arts Office programs. • Strengthen administration of Sister City program. 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. G-14 PROGRAM: CULTURAL ARTS PAGE TWO FUND: VARIOUS PROGRAM GROUP: CULTURAL ARTS SUMMARY KEY GOALS FOR 2008-09 (continued): Citizen Connection • Expand awareness and impact of the Sculpture Garden exhibitions. • Put photographs of Public Art Collection onto web for better access. SIGNIFICANT CHANGES: • None. G-15 PROGRAM: FUND: PROGRAM GROUP: ARTS OFFICE GENERAL FUND CULTURAL ARTS ACCT NO. 0014062-65/0014067-687 1424067/1754065 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS GENERAL FUND SPECIAL REVENUE TOTAL FUNDING 2005-06 ACTUAL $542,520 280,959 0 $823,479 5.00 2.57 $806,189 17,291 $823,480 2006-07 ACTUAL $569,425 288,429 0 $857,854 5.00 2.59 $845,943 11,911 $857,854 2007-08 BUDGET $590,200 275,841 0 $866,041 5.00 2.59 $833,766 32,275 $866,041 2008-09 BUDGET $604,320 465,131 0 $1,069,451 5.00 2.47 $1,022,551 46,900 $1,069,451 WORK PROGRAM: Implement the goals and policies of the City Council and City General Plan to develop, plan, promote and carry out visual and performing art programs and activities to create a climate that encourages cultural and artistic development in Carlsbad and to enhance the educational opportunities for all segments of the community. PROGRAM ACTIVITIES: Volunteers • Utilize volunteers for mailings, gallery events, jazz concerts, summer art camps, Three-Part-Art, etc. Provide training for volunteers, artists, arts organizations, and gallery docents and attendants. Programs • Produce ten (10) jazz concerts in the parks during the Summer 2008 season. • Offer educational programs on arts and culture for children and adults. • Offer performing arts programming at the Schulman Auditorium and other Carlsbad locations. • Offer three (3) weeks of Creative Arts Camp and three (3) weeks of Club Pelican (a nature & art camp). • Present five (5) new exhibitions in the Cannon Art Gallery and one (1) new exhibition in the Sculpture Garden. Information • Produce a calendar/newsletter four (4) times per year. • Produce ArtsBrag, an arts education newsletter three (3) times a year. • Keep the Arts Info Line up-to-date for 24-hour call-in access. • Provide information, opportunities, and resources to artists, citizens, and the press. • Provide educational materials for teachers on three (3) gallery exhibitions and printed materials for exhibitions. • Offer arts information on the City's Internet site. G-16 PROGRAM: FUND: PROGRAM GROUP: ARTS OFFICE GENERAL FUND CULTURAL ARTS PAGE TWO ACCT NO. 0014062-65/0014067-68/ 1424067/1754065 KEY GOALS FOR 2008-09: Top-Quality Services • Develop and strengthen arts organizations and provide cultural opportunities through Community Arts Grants Program. • 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. • Assist Friends of the Arts with fundraising efforts. • Serve on Library and Arts Foundation Board. Balanced Community Development • Operate the Cannon Art Gallery with five (5) exhibitions per year. • Operate the Sculpture Garden with one (1) exhibition per year. Learning, Culture & Arts • Jointly produce the "Carlsbad Music Festival," a 3-day series of concerts of contemporary, classical music presented in the Schulman Auditorium. • Produce a jazz souvenir program. • Offer 4 "Art at Jazz" hands-on art activities for children during the jazz concerts. WORKLOAD MEASURES: Delivery of Top-Quality Services Arts Office Events/Attendance Community Grants Awards/Budget Educational Opportunities - Information Services Newsletters (Issues/Distribution) Special Publications (Per Year/Distribution) Arts Info Line Calls (Monthly) Diverse Economic Opportunities Grants and Contributions 2005-06 42/55,000 23/24,000 2005-06 6/30,000 14/21,000 250 2005-06 $107,800 2006-07 42/65,000 21/24,000 2006-07 4/20,000 20/26,000 230 2006-07 $71,000 2007-08 46/75,000 21/25,000 4/20,000 4/20,000 23/30,000 250 2007-08 $70,000 SIGNIFICANT CHANGES: • Moved 0.12 in part-time FTE from Cultural Arts general fund to Jazz in the Parks special revenue fund in order to better serve the concert series. G-17 PROGRAM: FUND: PROGRAM GROUP: SISTER CITY GENERAL FUND CULTURAL ARTS ACCTNO. 0014066 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $0 10,034 0 $10,034 0.00 0.00 2006-07 ACTUAL $0 8,541 0 $8,541 0.00 0.00 2007-08 BUDGET $0 9,150 0 $9,150 0.00 0.00 2008-09 BUDGET $0 9,150 0 $9,150 0.00 0.00 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 delegations as needed. • Coordinate ongoing cultural and educational exchange projects. • Develop public programs for Carlsbad audiences related to Sister Cities' cultures and program philosophy 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. G-18 PROGRAM: FUND: PROGRAM GROUP: CULTURAL ARTS DONATIONS SPECIAL REVENUE FUND CULTURAL ARTS ACCTNO. 14840XX PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $11,999 28,006 0 $40,005 0.00 0.66 2006-07 ACTUAL $17,652 24,283 0 $41,935 0.00 0.66 2007-08 BUDGET $16,040 43,480 0 $59,520 0.00 0.66 2008-09 BUDGET $20,300 67,260 0 $87,560 0.00 0.78 WORK PROGRAM: Provide a variety of cultural arts programs to all Carlsbad residents. PROGRAM ACTIVITIES: Continue Cultural Arts Programming • During the summer 2008 season, present ten (10) jazz concerts in City parks. • Produce and distribute jazz concert souvenir program, produced in collaboration with Carlsbad Magazine. • Offer Three-Part-Art programs to 3rd and 4th graders in Carlsbad. Actively Pursue the Contribution of Gifts and Funds for the Arts • Seek out corporate sponsorships for advertising in jazz souvenir program and for underwriting jazz concerts. • Assist Friends of the Arts in fundraising efforts at jazz concerts. • Seek out contributions and donations for Cannon Art Gallery's Three-Part-Art education program. PERFORMANCE MEASURES: • During the summer 2008 season, present ten (10) jazz concerts in City parks with an attendance total of 40,000+. • Raise over $60,000 in contributions. $40,000 for TGIF Jazz; $20,000 for Three-Part-Art SIGNIFICANT CHANGES: • Concerts moved from Pine Avenue Park: one to Poinsettia and one to Calavera Hills instead. • Moved 0.12 in part-time FTE from Cultural Arts general fund to Jazz in the Parks special revenue fund in order to better serve the concert series. G-19 PROGRAM: FUND: PROGRAM GROUP: RECREATION GENERAL/SPECIAL REVENUE RECREATION SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $3,763,321 2,029,507 101,560 $5,894,404 32.50 52.51 2006-07 ACTUAL $3,996,367 2,314,562 123,199 $6,434,128 30.50 52.51 2007-08 BUDGET $4,134,887 2,700,639 4,000 $6,839,526 30.50 53.91 2008-09 BUDGET $4,276,017 2,813,811 20,500 $7,110,328 30.50 53.91 PROGRAM GROUP DESCRIPTION: With guidance from the City Council and assistance from various City departments, the Recreation Department provides diversified recreation facilities and programs for all ages of the population that live, work and/or recreate in Carlsbad. The department is responsible for planning future parks sites and trails, as well as the operations of current recreation programs including senior activities, youth and adult sports programs and leagues, special events, camps, preschool combined with a parent education component, instructional classes, teen programs, facility rentals, aquatics, nutrition (home meal and congregate services through the Senior Center), and transportation programs. The department also operates several community centers/gymnasiums and two historic park sites: Magee Park and Leo Carrillo Ranch Historic Park. 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 2007-08: • Completed construction and grand opening of the City's municipal golf course, The Crossings at Carlsbad. • Completed the Senior Center expansion project, including facilities and programs. • Completed relocation and centralization of the Recreation Department's management and administrative staff. • Assumed ownership and maintenance responsibility for an additional 4.0 miles of the Citywide trails system. • Completed kitchen and office remodels at Calavera Hills, Harding, and Stagecoach Community Centers. • Completed construction of picnic shelter at Carrillo Ranch, and began construction on additional picnic shelters at Calavera Hills and Stagecoach Community Parks. • Continued management, design, and analysis of the Alga Norte Park and Aquatics Center project. • Received a Park Planning Award of Excellence for Pine Avenue Community Park from the California Parks and Recreation Society (C.P.R.S.). • Received Project of the Year award for Pine Avenue Community Park from the American Pubic Works Association. • Continued to monitor the T.R.U.S.T. sportsmanship program for all City sponsored recreation programs and outside organizations using Carlsbad sports fields and facilities. • Presented the T.R.U.S.T. program to county-wide agencies as a model sportsmanship program. • Researched options, trained staff, produced comprehensive report including key next steps, on alternative funding opportunities for Park Development and Recreation Programs, and Operations. • Facilitated issuance of an ordinance to prohibit smoking in all City parks and on City trails, and beaches. KEY GOALS FOR 2008-09: • Continue to implement the Recreation Department's Strategic Plan to define and reinforce the core concepts of promoting access to open space, providing safe places to gather, creating lifelong learning opportunities, promoting fitness opportunities, and building a stronger community. • Establish a cost recovery model for determining self-sustaining levels for various divisions in Recreation. G-20 PROGRAM: RECREATION PAGE TWO FUND: GENERAL/SPECIAL REVENUE PROGRAM GROUP: RECREATION SUMMARY KEY GOALS FOR 2008-09 (continued): • Explore options to fund future park development projects, programs and operations, including pursuing public/private partnerships, sponsorships, and grant opportunities. • Continue to promote and support a safe environment to gather for all facility users and program participants through continued emphasis and multi-agency support of the Department's T.R.U.S.T. program. • Continue to streamline and consolidate administrative services and marketing programs to clearly and consistently communicate with our citizens about our various programs, services and events. • Prepare monthly agendas for the Parks and Recreation and Senior Commissions that address relevant issues and inspire community involvement. • Provide and encourage a variety of professional training opportunities to all staff members. • Improve staff development, communication, and teamwork through a series of "All Hands" meetings. • Promote the use of volunteers in providing City services in the Recreation Department. • Initiate an "Experience Recreation" program to improve communications, build support networks, and offer opportunities to develop new skills for all department staff. • Continue to investigate and analyze the most efficient operations/management plan for the Alga Norte Aquatics Center. • Begin construction of Alga Norte Park and Aquatics Center. • Complete construction of picnic shelters at Calavera Hills and Stagecoach Community Parks. • Complete the construction and grand opening of seven additional tennis courts at Poinsettia Park and determine an operating model. • Complete the rental area expansion at Leo Carrillo Ranch. • Complete the Leo Carrillo Ranch Barn Stabilization project. • Begin to implement Interpretive Sign program at Leo Carrillo Ranch. • Continue work on the Lake Calavera Trails master plan. SIGNIFICANT CHANGES: • None. G-21 PROGRAM: FUND: PROGRAM GROUP: PARK PLANNING & RECREATION MANAGEMENT GENERAL FUND/SPECIAL REVENUE COMMUNITY SERVICES ACCT NO. ooi45io/ooi4545/ 1404515/14945XX PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS GENERAL FUND SPECIAL REVENUE TOTAL FUNDING 2005-06 ACTUAL $821,589 327,691 1,975 $1,151,256 7.50 0.00 $1,139,586 11,670 $1,151,256 2006-07 ACTUAL $839,699 413,328 45,500 $1,298,527 5.50 0.00 $1,277,177 21,350 $1,298,527 2007-08 BUDGET $637,044 426,507 0 $1,063,551 5.50 0.00 $1,047,351 16,200 $1,063,551 2008-09 BUDGET $711,146 $497,638 $9,500 $1,218,284 6.00 0.00 $1,125,084 93,200 $1,218,284 WORK PROGRAM: The Park Planning and Recreation Management Division provide administrative support for the City's ongoing recreation programs, park activities, trails 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 play in the City of 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 30.5 full-time positions and approximately 53.91 hourly/full-time equivalent positions. • 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. G-22 PROGRAM: PARK PLANNING PAGE TWO & RECREATION MANAGEMENT FUND: GENERAL FUND/SPECIAL REVENUE PROGRAM GROUP: COMMUNITY SERVICES ACCTNO.ooi45io/ooi4545 1404515/14945XX 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. • Develop, coordinate and monitor the Capital Improvement Program (CIP) budget submittals for current and future park development projects. • Provide staff liaison and support for the operations of the municipal golf course. • Provide client department support during construction of the Alga Norte Park and Aquatics Center and the Poinsettia Park Tennis Courts. • Process the actions required to create a City-wide Trail System (land acquisition, maintenance system, development, volunteers, etc.). • Provide in-house design and coordination of various small park improvements. • Provide project management for specialized park projects (e.g. Carrillo Barn, Shade Structure, Carillo Event Area, 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. • Prepare and distribute the Community Services & Recreation Guide three (3) times per year, a summer camps booklet and quality marketing pieces to educate the public about the many programs and services available to them. • 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: • Reallocated 0.50 in full-time FTE from Recreation fee supported programs (0.25) and Recreation operations (0.25) in order to better support management and park planning. G-23 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 2005-06 ACTUAL $1,031,635 951,249 13,470 $1,996,354 8.20 21.75 2006-07 ACTUAL $1,148,834 1,009,930 42,746 $2,201,510 8.20 21.75 2007-08 BUDGET $1,280,482 1,191,703 0 $2,472,185 7.90 20.77 2008-09 BUDGET $1,279,809 $1,277,338 $0 $2,557,147 7.65 20.52 WORK PROGRAM: The Recreation Fee Supported Division provides comprehensive opportunities for meeting the recreational and social needs and interests of the community by providing fee-supported programs for all segments of the population, including those that live, work, and/or play in Carlsbad. Recreation works with the community to improve the quality of life through its people, parks, and programs. The Recreation Department creates a sense of community through the value it places on people, the diversity of its facilities, parks and trails, as well as programs and services that help to sustain a viable and healthy community. PROGRAM ACTIVITIES: The Fee Supported Division provides year-round recreational programs for all ages, preschool to seniors, including program design, planning, implementation, and evaluation. Recreation programs include enrichment classes, youth and adult sports, special events, youth day camps, preschool and teen programs. • Review proposals and negotiate contracts with instructors. • Schedule facilities for programs. • Prepare and distribute marketing materials. • Promote open dialog with the community and respond to their needs. • Offer 24/7 online services which include field condition updates, league standings, and registration opportunities. • Evaluate programs, conduct surveys and analyze data on an ongoing basis. • Monitor and analyze revenue and expenditure reports on an ongoing basis. WORKLOAD MEASURES: Sports Camps Camps Participants Revenue 25 800 $48,000 30 800 $50,000 27 750 $50,000 Conduct routine fee market studies. Partner with school districts for youth and teen programming. Recruit, train, and reward volunteers. Recruit program sponsors. Provide scholarships for Carlsbad resident youth. Promote health and wellness opportunities through special community events and enrichment programs to help position the department as a health and wellness resource for the community. Research and implement innovative and cost effective program opportunities. Actuals 2006-07 Enrichment Classes Conducted 1,650 Enrolled 16,700 Revenue $765,618 Estimated 2007-08 1,750 18,000 $814,000 Projected 2008-09 1,760 19,400 $821,500 Youth Sports Teams Participants Spectators Revenue Actuals 2006-07 Estimated 2007-08 Projected 2008-09 70 1,150 15,000 $36,500 74 1,200 16,000 $41,000 74 1,200 16,000 $46,000 Adult Sports Teams Participants Spectators Revenue G-24 334 5,300 30,200 $97,00 336 5,400 30,300 $98,500 336 5,400 31,000 $120,000 PROGRAM: FUND: PROGRAM GROUP: RECREATION FEE SUPPORTED GENERAL RECREATION PAGE TWO ACCTNO. 0014515,0014521-28 WORKLOAD MEASURES (continued): Day Camps Camps Participants Revenue Actuals 2006-07 31 760 $120,665 Pre-school Classes Conducted 175 Enrolled 1,792 Revenue $150,152 Triathlon Spectators Participants Revenue 5,500 1,120 $91,380 Estimate 2007-08 31 760 $123,570 Projected 2008-09 44 1,245 $125,000 Teens CIT Participants Teen Participants Revenue Actuals 2006-07 648 0 $210 Community Volunteers Volunteers 1,600 4,000 4,000 Hours 17,000 1,103 1,000 $109,625 $110,900 Estimate 2007-08 756 300 $2,000 175 1,792 $154,116 175 1,792 $156,280 Special Events Events Participants Revenue 12 5,200 $14,296 11 6,400 $15,500 1,700 18,000 Projected 2008-09 865 400 $2,000 10 7,000 $16,000 1,700 18,000 KEY ACHIEVEMENTS FOR 2007-08: • The Recreation Department partnered with the Carlsbad Unified School District to provide lunchtime activities to encourage and increase participation in Recreation Department sponsored teen activities. Dozens of middle school teens participated in safe, fun, and supervised events, including themed dances, open microphone night and dodge ball. « In 2007-08, staff analyzed website reporting data and statistics, and discovered that the Carlsbad Recreation Department was consistently in the top 10 of websites visited within the City's web domain. Most visited web pages included, Triathlon, the Swim Complex and the Community Services Guide. • In an effort to establish innovative, cost effective partnerships, the Recreation Department contracted outside professional services to assume the coordination and management of the 2008 Carlsbad Triathlon. • The special events division planned, organized, and implemented 11 highly successful and well attended community special events. KEY GOALS FOR 2008-09: Carlsbad is a City that provides exceptional top quality services on a daily basis by proactively listening, engaging and responding to our citizens: • Conduct customer service and CLASS system program registration training for all staff to broaden their knowledge and improve service delivery. • Revise and update user surveys and analyze responses to improve service delivery. • Recruit, train, and recognize volunteers 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 the community and enhance transient occupancy taxes (TOT) and sales tax opportunities. • Promote our Teaching Respect Unity and Sportsmanship through Teamwork (TRUST) program statewide through collaboration with the California Park and Recreation Society (GPRS). • Continue to expand educational and interpretive programs and learning opportunities for both adults and children on a variety of topics related to the history of the early California settlers and Leo Carrillo Ranch. • Pursue public-private partnerships for the management of the tennis courts at Poinsettia Park. G-25 PROGRAM: RECREATION FEE SUPPORTED PAGE THREE FUND: GENERAL PROGRAM GROUP: RECREATION ACCT NO. 0014515,0014521-28 SIGNIFICANT CHANGES: • The operations associated with the Carlsbad Triathlon was contracted to an outside professional events company. • Reallocated 0.25 in full-time FTE to Recreation management in order to better support management and park planning. • Reallocated 0.25 in part-time FTE to Recreation operations in order to better support staff at the community centers. • Upgraded 1.0 full-time Recreation Specialist to Recreation Supervisor in the enrichment classes program. G-26 PROGRAM: FUND: PROGRAM GROUP: RECREATION - AQUATICS GENERAL RECREATION ACCTNO. 0014520 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $389,921 168,899 0 $558,820 2.47 7.40 2006-07 ACTUAL $411,941 185,903 0 $597,844 2.47 7.40 2007-08 BUDGET $417,279 152,860 0 $570,139 2.47 7.50 2008-09 BUDGET $429,904 151,400 0 $581,304 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. PROGRAM ACTIVITIES: Lessons/Training Provide instruction in general aquatic, swimming, and diving skills for all ages and abilities. These programs provide the foundation on which all other aquatic programs build. Provide education and training to the general public and City employees in first aid, CPR, AED, 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 by offering such courses as the Lifeguard Academy, Water Safety Instructor and Lifeguard Training Instructor. Fun and Fitness Provide opportunities for recreational, fitness, and lap swimming, which assist participants in maintaining physical fitness and health. Also provide family-oriented aquatic special events. Competitive Aquatic Programs Provide opportunities for competitive swim instruction and coached workouts for youth and adults as a contract service; coordinate and schedule Carlsbad High School use of the pool for physical education, boys and girls swim teams and water polo teams. These programs also assist participants to maintain physical fitness and health as well as providing a source of social interaction and community pride. G-27 PROGRAM: FUND: PROGRAM GROUP: RECREATION-AQUATICS GENERAL RECREATION PAGE TWO ACCTNO. 0014520 WORKLOAD STATISTICS: Instructional Lessons Lane/Hours Classes Conducted Registered, Resident Registered, Non-Resident Revenue Recreation and Lap Swim Lane/Hours Daily Admissions: Youth Adult Season Pass Admissions Revenue Carlsbad Swim Masters Lane/Hours Participation Revenue Carlsbad High School Teams Lane/Hours Participation Revenue North Coast Aquatics Lane/Hours Participation Revenue Actual 2006-07 1,850 262 1,661 60 $71,125 16,550 4,726 7,719 17,172 $73,487 3,241 11,043 $44,068 6,454 11,562 $33,000 2,755 13,472 $27,567 Estimate 2007-08 1,750 280 1,700 70 $71,000 16,500 4,700 7,700 17,000 $74,00 3,200 11,000 $44,000 6,400 11,500 $38,724 2,750 13,500 $30,250 Projected 2008-09 1,750 260 1,600 55 $74,000 16,500 4,700 7,700 17,000 $74,000 3,200 11,000 $40,000 6,400 11,500 $51,200 2,500 10,200 $27,500 Carlsbad Water Polo (Boys Age Group Water Polo) Lane/Hours 2,071 Participation 4,021 Revenue $12,190 Carlsbad Water Polo (Girls Age Group Water Polo) 1,317 Lane/Hours 1,935 Participation $7,633 Revenue Dive San Diego 750 Lane/Hours 946 Participation $4,629 Revenue North Coast Scuba Center Lane/Hours 395 Participation 162 Revenue $3,950 2,200 4,300 $15,400 1,000 2,000 $7,000 645 980 $4,770 400 160 $4,400 2,200 4,300 $17,600 1,000 2,000 $8,000 480 460 $3,360 400 160 $4,800 G-28 PROGRAM: RECREATION-AQUATICS PAGE THREE FUND: GENERAL PROGRAM GROUP: RECREATION ACCT NO. 0014520 KEY ACHIEVEMENTS FOR 2007-08: • Provided accurate financial and operations information to decision makers about the proposed Alga Norte Park Aquatics Center. KEY GOALS FOR 2008-09: • Provide a balanced aquatic program to the community on a year-round basis. • Promote community health and fitness through specific programs targeted at teens and adults including Carlsbad High School "Aquatic P.E." use, springboard diving, water polo and swim team rental usage. • Continue to research and analyze the most efficient operations/management plan for the Alga Norte Aquatics Center. SIGNIFICANT CHANGES: • None. G-29 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 2005-06 ACTUAL $27,429 1,108 0 $28,538 0.53 0.00 2006-07 ACTUAL $21,520 1,511 0 $23,031 0.53 0.00 2007-08 BUDGET $33,105 2,320 0 $35,425 0.53 0.00 2008-09 BUDGET $37,183 1,115 0 $38,298 0.53 0.00 WORK PROGRAM: The Agua Hedionda Lagoon permits program reduces the City's liability exposure by requiring all vessels on the water to obtain a valid City use permit. PROGRAM ACTIVITIES: Permits Verifies and monitors Hold Harmless Agreement and DMV registration. Issues annual lagoon use permits. Enters data and updates database for the Police Department for enforcement. Coordinates with the Police Department to publish and distribute information regarding use, rules, and regulation of the lagoon. Coordinates with launching entities and maintains lagoon use data. As of fall 2005, the Lagoon Permit staff took over responsibilities for measuring boats to determine compliance with length limits. WORKLOAD STATISTICS: Annual Permits Daily Permits Snug Harbor Launches Revenue Actual 2006-07 379 197 425 Estimated Projected 2007-08 2008-09 380 200 400 380 200 400 $23,245 $23,250 $23,250 SIGNIFICANT CHANGES: • None. NOTE: The Police Department has responsibility for patrol, enforcement, and lagoon buoy maintenance. G-30 PROGRAM: FUND: PROGRAM GROUP: RECREATION OPERATIONS GENERAL RECREATION ACCT NO. 0014540-44/0014546 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $1,115,576 225,270 86,115 $1,426,961 10.80 15.86 2006-07 ACTUAL $1,180,789 281,855 32,789 $1,495,433 10.80 15.86 2007-08 BUDGET $1,328,673 311,007 0 $1,639,680 11.30 17.64 2008-09 BUDGET $1,364,288 295,881 0 $1,660,169 11.05 17.89 WORK PROGRAM: This division provides operational support for the Recreation Department, including the operation of Leo Carrillo Ranch Historic Park, three community centers and gymnasiums, parks, and City facilities used by the general public and a variety of City departments for recreational use and meetings. In addition, the Operations Division 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, online, and in-person for classes, special events, and sports leagues. • Collect and account for program revenue. • Provide ongoing information and referral to the community. • Customer service and revenue has improved with the success of online registration. Facilities Operation Staff coordinates public use of recreational facilities. • Process applications and issue permits for use of meeting rooms, picnic areas, athletic fields, gymnasiums, and tennis courts. • Crews maintain ball fields at school sites, community parks, and other special use areas. • Staff coordinates classes, meetings, dedications, and other functions at Community Centers and other City facilities. • Attendants address customer service issues and conduct routine park patrols of staffed and unstaffed satellite parks. Staff provides general clean-up and associated maintenance at facilities and parks. • Staff is dedicated to providing excellent customer service and promoting "good sportsmanship" during all programs and events. • Staff continues to maximize facility rental opportunities by monitoring rental demands to improve the availability, quality and condition of rental facilities and picnic areas. • Rentals continue to increase based on improved amenities, value, and outstanding customer service. • Provide field and facility assistance and scheduling for resident non-profit sports organizations. Supervision Supervisory staff coordinates operations of the Community Centers/Gymnasiums, Historic Park and satellite facilities. • Staff recruitment and development. • Provides staff training. • Serves as liaison to various community organizations and city-wide committees. • Responds to customers' concerns and requests. • Service delivery continues to improve through the use of comprehensive training programs and the development of operational manuals. G-31 PROGRAM: RECREATION OPERATIONS PAGE TWO FUND: GENERAL DEPARTMENT: RECREATION ACCTNO. 0014540-44/0014546 WORKLOAD MEASURES: Actual Estimate Projected 2006-07 2007-08 2008-09 Reservations Processed: 5,692 6,225 6,250 Number of Facility Users: 1,073,000 1,100,000 1,100,00 Revenue: $314,516 $316,500 $342,500 Number of Fields Maintained: 23 25 25 KEY ACHIEVEMENTS FOR 2007-08: • Kitchen and office remodels were completed at Calavera Hills Community Center and Stagecoach Community Center. • The Recreation Department partnered with the Carlsbad Softball Association to design and construct a new batting cage at Calavera Community Park. • The Recreation Department partnered with Eagle Scout candidate Kyle Campbell in the construction of a new picnic shelter at Carrillo Ranch. • The kitchen at Harding Community Center was remodeled and updated to provide a quality facility for enrichment programming and camps. KEY GOALS FOR 2008-09: • Facilitate the equitable distribution of athletic fields by partnering with Carlsbad non-profit sports organizations to ensure customer satisfaction of Carlsbad field users. • Constantly strive to improve customer service through park patrols and enforcement of park rules and regulations. • Continue to promote and support a safe environment to gather through the Department T.R.U.S.T. program for all facility users. • Enhance revenues by promoting and facilitating the rental of City facilities to the public as an attractive and competitive alternative to private sector facilities. • City parks and facilities provide a place for citizens to connect with the community, place, and spirit through balanced and sustainable land use and with Carrillo Ranch inclusive of providing ongoing historic preservation efforts. SIGNIFICANT CHANGES: • Reallocated 0.25 in full-time FTE to Recreation management in order to better support management and park planning. • Reallocated 0.25 in part-time FTE from Recreation fee supported programs in order to better support Recreation operations. G-32 PROGRAM: FUND: PROGRAM GROUP: SENIOR PROGRAMS GENERAL/SPECIAL REVENUE RECREATION ACCTNO. ooi4570-ooi4574,i43xxxx PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS GENERAL FUND SPECIAL REVENUE TOTAL FUNDING 2005-06 ACTUAL $377,170 355,289 0 $732,460 3.00 7.50 $723,763 8,697 $732,460 2006-07 ACTUAL $393,584 422,035 2,164 $817,783 3.00 7.50 $803,289 14,494 $817,783 2007-08 BUDGET $438,304 616,242 4,000 $1,058,546 2.80 8.00 $994,046 64,500 $1,058,546 2008-09 BUDGET $453,687 590,439 1 1 ,000 $1,055,126 2.80 8.00 $995,826 59,300 $1,055,126 WORK PROGRAM: To provide a broad range of services and activities designed to foster independence, health and wellness and provide opportunities for lifelong learning, fun and socialization 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. Provide seminars on health and wellness, topics of interest, latest technology, personal safety, etc. • Provide ongoing information and referral to community resources. • Provide ongoing classes in computer use and software programs (i.e., E-mail, Internet, Excel, Word, digital photography, etc.). • Continue computer lab with open hours for seniors to drop in and receive technical advice. 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 single day trips to local attractions, and multi-day trips utilizing rented buses as well as public transportation (i.e., Amtrack, Coaster, Trolley, etc.). • Provide programming in the evenings and on weekends to attract the rising baby-boomer population. • Provide opportunities for multiple generations to participate. 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. • Weekly 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, eye, etc.). • Continue offering programs and classes that promote physical and mental well being. G-33 PROGRAM: SENIOR PROGRAMS PAGE TWO FUND: GENERAL/SPECIAL REVENUE PROGRAM GROUP: RECREATION ACCT NO. ooi4570-ooi4574,i43xxxx PROGRAM ACTIVITIES (continued): Senior Grants • Provide a minimum of 26,000 nutritious lunches. • Provide a minimum of 10,000 delivered meals to the homes of Carlsbad's frail seniors. • Provide over 9,000 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. Senior Center Operations • Over 30,000 seniors walk through its doors on an annual basis. Some participate in the activities provided including the Nutrition Program. It provides an opportunity for lifelong learning, a safe place to gather, and promotes a healthy lifestyle. Transportation • The transportation program provides an open door to the community servicing over 8,000 Carlsbad seniors who have no other means of transportation. The program allows seniors to attend medical, dental and necessary appointments. Over 20 participants are picked up daily to participate in the Nutrition Program. Congregate • The congregate population participating in the Nutrition Program exceeds 26,000 lunches annually. A hot, nutritiously balanced meal is provided along with socialization, music, and fun! Meals are served Monday through Friday and exclude all holidays except Thanksgiving. An average of 105 older adults participate daily. • Continue to bring new and innovative menu items, party themes, and entertainment each month. • Continue to bundle activities with lunch and transportation to encourage participation (i.e., Lunch & a Movie). Home Meal • The Home Meal Program provides a hot lunch to over 10,000 homebound seniors throughout Carlsbad. Over 30 volunteer drivers provide the transportation to get these meals delivered. • Increase Home Meal participation by networking with senior/social health workers and faith based organizations. Fee Supported • Over 30 fee-based trips are scheduled accommodating over 2,000 adventurous seniors. Enrichment classes, seminars, and other learning opportunities on topics pertinent to the concerns and interests of the aging population. • Market new Fitness Room memberships. • In collaboration with the Recreation Specialist-Enrichment Classes, continue to explore a variety of contract programs to compliment the Senior Center facilities and attract older adults ages 55-65. SIGNIFICANT CHANGES: • Senior Center Expansion facilities will be operating first full year. G-34 PROGRAM: FUND: PROGRAM GROUP: PUBLIC WORKS VARIOUS VARIOUS SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $17,240,924 41,000,814 2,816,845 $61,058,583 196.70 15.95 2006-07 ACTUAL $21,171,695 56,803,812 3,184,952 $81,160,459 214.50 8.21 2007-08 BUDGET $21,329,974 49,401,003 4,060,040 $74,791,017 228.50 10.78 2008-09 BUDGET $22,386,382 53,180,685 2,861,875 $78,428,942 230.00 11.28 PUBLIC WORKS ADMIN 1% ENGINEERING 12% MAINTENANCE & OPERATIONS 57% ENVIRONMENTAL PROGRAMS 4% GENERAL SERVICES 26% H-1 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 2005-06 ACTUAL $736,510 171,291 388 $908,189 6.30 0.00 2006-07 ACTUAL $762,172 217,870 0 $980,042 6.30 0.00 2007-08 BUDGET $795,158 328,058 0 $1,123,216 6.45 0.00 2008-09 BUDGET $843,076 221,077 0 $1,064,153 6.65 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 Administration, Engineering Services, Environmental Programs (Storm Water Protection, Solid Waste Management), General Services (Parks Maintenance, Facilities Maintenance, Trails Maintenance, Fleet Maintenance, Fleet Replacement, Median Maintenance, Street Tree Maintenance, Street Maintenance, Traffic Signal maintenance, and Street Lighting), Maintenance and Operations (Water Operations, Recycled Water, Sanitation Operations, and Storm Drain Operations), and Buena Vista Channel Maintenance. PROGRAM ACTIVITIES: Public Works Contracting • Issue and manage Public Works formal bid and quotation processes. • Track and renew Public Works contracts and Professional Service Agreements. • Assist Public Works staff in the creation and administration of contracts. Budget Preparation and Management • Coordinate department budget activities. • Prepare and report on quarterly activities. Performance Measurement • 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. Maintenance Management and Quality Control • Continue development of comprehensive systems inventory, maintenance standards, and work reporting system. Education and Outreach • Coordinate 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 2007-08: • Continued to maintain responsibility for Public Works Contracting for the entire City; developed simplified processes and performance measures to track results. H-2 PROGRAM: PUBLIC WORKS ADMINISTRATION PAGE TWO FUND: GENERAL PROGRAM GROUP: PUBLIC WORKS ADMINISTRATION ACCT NO. 0016010 KEY ACHIEVEMENTS FOR 2007-08 (continued): • Participated in Citywide team to develop options for the future site of the Public Works Center. • Improved the Administrative support function within Public Works by determining the most efficient use of resources and encouraging a collaborative approach between administration and operations. • Improved reporting of Public Works Contract bid process to provide better customer service to internal staff, vendors, and contractors while also ensuring compliance with government regulations on equal opportunity. • Completed implementation of Public Works Work Management System (Hansen). All PW Departments are now using Hansen to track and report on work being performed. KEY GOALS FOR 2008-09: • Improve the effectiveness of the overall Public Works Organization by reviewing processes and acting on input received from staff. SIGNIFICANT CHANGES: • A total of 0.20 positions have been reallocated from other programs to better reflect each program's workload. H-3 PROGRAM: FUND: PROGRAM GROUP: ENGINEERING VARIOUS ENGINEERING SERVICES SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS GENERAL FUND WATER ENTERPRISE SANITATION ENTERPRISE TOTAL FUNDING 2005-06 ACTUAL $5,433,968 1,705,035 3,875 $7,142,878 51.20 1.00 6,077,519 639,215 426,144 7,142,878 2006-07 ACTUAL $5,599,801 1,850,562 21,103 $7,471,466 54.60 0.50 6,312,869 695,162 463,435 7,471,466 2007-08 BUDGET $6,905,571 3,116,567 50,713 $10,072,851 56.90 1.50 8,827,909 746,965 497,977 10,072,851 2008-09 BUDGET $7,166,892 2,759,048 0 $9,925,940 56.90 2.00 9,087,826 502,868 335,246 9,925,940 PROGRAM GROUP DESCRIPTION: Engineering is an umbrella program that centrally manages the efforts of transportation engineering, water supply, sewer collection, storm water, parks, general engineering municipal projects, project management, front counter operations, and construction inspection. Engineering focuses on providing top quality service to other City Departments, citizens, and industry by preparing and processing the planning, design, and construction of capital projects, performing traffic and transportation studies, performing water and sewer modeling, ensuring storm water regulatory compliance, and by preparing master plans. PROGRAM ACTIVITIES: Engineering - Stormwater 4% Engineering - General/Water & Sewer Enterprise 96% H-4 PROGRAM: FUND: PROGRAM GROUP: ENGINEERING GENERAL/WATER & SEWER ENTERPRISE ENGINEERING SERVICES ACCTNO. ooi57ix/5XX63io PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS GENERAL FUND WATER ENTERPRISE SANITATION ENTERPRISE TOTAL FUNDING 2005-06 ACTUAL $5,433,968 1,705,035 3,875 $7,142,878 51.20 1.00 6,077,519 639,215 426,144 7,142,878 2006-07 ACTUAL $5,599,801 1,850,562 21,103 $7,471 ,466 54.60 0.50 6,312,869 695,162 463,435 7,471,466 2007-08 BUDGET $6,905,571 3,116,567 50,713 $10,072,851 56.90 1.50 8,827,909 746,965 497,977 10,072,851 2008-09 BUDGET $7,042,843 2,445,898 0 $9,488,741 55.90 2.00 8,650,627 502,868 335,246 9,488,741 WORK PROGRAM: The Engineering Department supports the City Council's goals by providing high-quality service in transportation engineering, water supply, sewer collection, parks, general engineering municipal projects, project management, front counter operations, and construction inspection. The Engineering Department provides services to the public and other City departments through preparation and processing of planning, design, and construction of capital projects and performing traffic and transportation studies, water and sewer modeling and preparation of master plans. The department is also responsible for ensuring that private development and public improvements are properly designed, constructed, and inspected while maintaining public safety and the well being of the community. PROGRAM ACTIVITIES: Administration • Coordinate with all divisions to ensure accomplishment of City Council Goals and Objectives, provide administrative and clerical support to all divisions and the Beach Preservation Committee, ensure that the management reporting system is accurately maintained and generates all reports on schedule, and provide accurate records filed in a standardized and efficient manner. Development Services • Provide comprehensive engineering input for all land use development applications, process engineering development plans and maps in a professional manner, maintain high-quality and meet production goals; ensure engineering questions related to land development are answered in a timely manner. Planning and Programs • Coordinate the preparation of the annual update to the City's Buildout Capital Improvement Program, update existing facility impact fee programs, and assist developers with the formation of finance districts to fund major public improvements. Administer and coordinate engineering activities for beach erosion, lagoon dredging, growth management monitoring, special districts program, and facility mapping. H-5 PROGRAM: ENGINEERING PAGE TWO FUND: GENERAL/WATER & SEWER ENTERPRISE PROGRAM GROUP: ENGINEERING SERVICES ACCTNO. ooi57ix/5XX63io PROGRAM ACTIVITIES (continued): Design • Design citywide capital improvement projects including domestic and recycled water systems, sewer systems, civic and municipal building and park improvements, street improvements, perform markouts, prepare master plans, conduct special studies and investigations, and assist with water resource development. For each project a variety of services are provided including planning, preparation of final plans and specifications, water quality investigations, technical engineering assistance, mapping, facility location and administration, and project management. Transportation • Review, investigate, analyze, and resolve a wide variety of traffic and transportation issues, concerns, complaints, and inquiries. Maintain records of collision reports, speed surveys, and traffic counts. Assist in maintaining optimum traffic signal operations and efficient traffic flow. Provide resource assistance to other City Departments on a wide variety of traffic issues. Construction Management and Inspection • Perform construction management and inspection for capital improvement projects and private developments. Ensure construction of high-quality public improvements. Minimize inconvenience to the public while ensuring safe work sites. KEY ACHIEVEMENTS FOR 2007- 08: Design Completed 2008 Slurry Seal Overlay and Pavement Overlay Cynthia Lane Storm Drain 2008 Concrete Replacement Beech Street Sewer Replacement La Golandrina Sewer Extension La Costa Meadows Sewer Extension Vista/Carlsbad Interceptor Sewer Manhole Replacement North Agua Hedionda Interceptor Sewer - West Segment Carlsbad Village Drive and Avenida De Anita Intersection Improvements El Camino Real Transmission Main from Faraday to Cougar Romeria Channel Improvements El Camino Real Widening at Cougar Drive Hosp Grove Park Storm Channel Improvements Rancho Carrillo Water Pipeline Extension Calle Gavanzo French Drains 2008 Corregated Metal Pipe Replacements 2008 N.W. Quadrant Sewer Rehabilitation El Camino Real Widening at Cougar Drive Upper and Lower Faraday Lift Station Removal Construction Completed 2007 Concrete Replacement 2007 Pavement Overlay 2007 Slurry Seal Poinsettia Lift Station Improvements Mira Monte Drive Access Control Gate 2008 N.W. Quadrant Storm Drain Replacement Pajama Drive Water Facility Removal Ridgecrest Drainage Improvements N.E. Quadrant Manhole Rehabilitation Aviara Park Water Service Relocation Carlsbad Municipal Golf Course H-6 PROGRAM: ENGINEERING PAGE THREE FUND: GENERAL/WATER & SEWER ENTERPRISE PROGRAM GROUP: ENGINEERING SERVICES ACCTNO. ooi57ix/5XX63io KEY ACHIEVEMENTS FOR 2007-08 (continued): Miscellaneous Water Reservoir Fencing Faraday Avenue From Orion to Melrose El Fuerte from Palomar Airport Road to Faraday City Library Learning Center Carlsbad Bridge Retrofit Maerkle Dam Cover Rainwater System Replacement Olivenhain/Rancho Santa Fe Road Improvements Senior Center Remodel El Camino Water Line Projects Point "D" Piping Removal @ PAR & ECR Encina Basin Water Reclamation Program Highland Drive Storm Drain Mahr Reservoir Onsite Wetland Mitigation Restoration Pine Avenue Park RSF Rd Road Fill Failure at Agua Dulce Court Cannon Road and College Boulevard Street Widening Improvements Tamarack Sinkhole Repair Cameo Sinkhole Repair Traffic Signals Constructed at 40 Intersections throughout the City Other Projects Completed Draft Pedestrian Master Plan Updated Traffic Impact Fee Program Implemented the New Regional Transportation Congestion Improvement Program Fee Acquired City Council Certification of the Drainage Master Plan for Agua Hedionda Channel Dredge EIR Secured Memorandum of Understanding with SANDAG for the Beach Sand Project Completed Bicycle Master Plan Amended Cannon College Assessment District to Include an 84 Inch Storm Drain Updated Existing and Established New Storm Water Inspection Fees Updated Stormwater Protection Construction Standards Completed Code Revisions to Accommodate New Storm Water Requirements Developed Bridge Preventative Maintenance Program Completed Review and Issued Permits for Grading on the N.E Quadrant Park Site Completed Review for Robertson Ranch and Issued Permits to Begin Construction Completed the 84 Inch Cannon Road Storm Drain Completed Review and Issued Permits for Bressi Ranch Village Center KEY GOALS FOR 2008-09: Transportation/Circulation • Continue to work toward the environmental processing, design, and/or construction of major road projects including: College Boulevard widening • Update traffic signal coordination timing on El Camino Real and on Palomar Airport Road. Design Complete Operation and Maintenance Manual for Mahr Reservoir Obtain Agreement with Vallecitos Water District to serve recycled water in their service area. Obtain Construction Bids for Alga Norte Community Park. Complete Design of First Responders Training Facility. Complete Preliminary Design of the Public Works Operations Center. Obtain Bids for Buena Vista Lagoon Sewer Force main. Complete Preliminary Design for Tri-Agency Pipeline. H-7 PROGRAM: ENGINEERING PAGE FOUR FUND: GENERAL/WATER & SEWER ENTERPRISE PROGRAM GROUP: ENGINEERING SERVICES ACCT NO. 001571 x/sxxesio KEY GOALS FOR 2008-09 (continued): Planning and Programs • Complete Pedestrian Master Plan • Prepare a Bid for Agua Hedionda Channel Dredge Project • Support Effort to Secure Financing for College Boulevard, Reach A • Support Efforts to Secure Financing for Poinsettia Lane, Reach E • Create an Enterprise Geo-Database Environmental Management • Update Storm Drain Master Plans per the growth management data and National Pollutant Discharge Elimination System (NPDES) requirements and determine if the current planned facilities and Planned Local Drainage Area fees are adequate for the existing rate of growth and future buildout. Construction Management & Inspection • Update Construction Management & Inspection Division Inspection Manual. • Workload and business processes of the Construction Management & Inspection Division are reviewed and updated as necessary to ensure efficiency, reliability and accountability in the close out process for development projects including development improvement agreements, subdivision improvement agreements and grading agreements and their associated securities, including bonds, letters of credit, and cash deposits. SIGNIFICANT CHANGES: • A Traffic Signal Systems Engineer was hired in January 2008 to develop a comprehensive transportation network optimization of traffic signals to ensure cost-effective and efficient vehicle flow on arterial roadways. • A total of 1.0 position has been reallocated to the Engineering Storm Water Program to assist with the inspection requirements of the new Storm Water Program. • A total of 0.50 hourly positions have been added to meet the increased workload requirements of the program. H-8 PROGRAM: FUND: PROGRAM GROUP: ENGINEERING STORM WATER GENERAL ENGINEERING SERVICES ACCTNO. 0015712 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $0 0 0 $0 0.00 0.00 2006-07 ACTUAL $0 0 0 $0 0.00 0.00 2007-08 BUDGET $0 0 0 $0 0.00 0.00 2008-09 BUDGET $124,049 313,150 0 $437,199 1.00 0.00 WORK PROGRAM: Ensure compliance with National Pollutant Discharge Elimination System (NPDES) Urban Storm Water Permit No. 2007-0001 ("Municipal Permit") issued by the San Diego Regional Water Quality Control Board ("SDRWQCB"); review and approve storm water pollution prevention plans for construction projects and special events (e.g. Jazz in the Parks, Spring/Fall Village Fairs, Carlsbad 5000, etc); inspect and enforce Municipal Permit requirements for construction projects and special events; annually inspect and verify maintenance and effectiveness of all permanent private storm water pollution prevention facilities installed since 2001. PROGRAM ACTIVITIES: Construction Project Storm Water Compliance Engineering staff review and approve Construction Storm Water Pollution Prevention Plans (SWPPP's) for all private construction projects (building, grading and improvement projects) to ensure the provision of effective storm water pollution control measures. Engineering staff also inspect and enforce storm water pollution prevention compliance during construction activities. Special Event Storm Water Compliance This is a new program activity that is required by the 2007 update to the Municipal Permit. Promoters of special events in the City are required to prepare and submit for City approval special event SWPPP's describing measures to prevent pollutants from entering the City's waterways, lagoons and/or the ocean. Engineering staff review and approve the special event SWPPP's prior to each special event and ensure inspection and enforcement during the special event. Post event inspection of the venue also takes place by engineering staff. Annual Storm Water Facility Inspection Program This is another new program activity required by the 2007 update to the Municipal Permit. Engineering staff is required to annually inspect all permanent private storm water pollution control facilities installed since 2001. Additionally, Engineering staff are to administer a program requiring the owners of all private storm water pollution control facilities to verify the maintenance and effectiveness of each facility located on their property. Annual City Storm Water Reporting Engineering staff is required to prepare reports describing City compliance with the Engineering Storm Water Program activities for inclusion in the annual Jurisdictional Urban Runoff Management Plan ("JURMP") report to be submitted to the SDRWQCB pursuant to Municipal Permit requirements. KEY ACHIEVEMENTS FOR 2007- 08: • Established and prioritized a database of ministerial construction permits requiring storm water inspection. • Conducted onsite inspections of all private construction sites to ensure storm water program compliance. • Developed and implemented a special event storm water protection program. • Prepared a CIS database of permanent private pollution control facilities. • Revised and updated City codes, procedures and standards to comply with requirements of updated Municipal Permit. H-9 PROGRAM: ENGINEERING STORM WATER PAGE TWO FUND: GENERAL PROGRAM GROUP: ENGINEERING SERVICES ACCT NO. 0015712 KEY GOALS FOR 2008-09: • Develop and implement a program to annually inspect permanent private pollution control facilities. • Develop and implement a program requiring property owners to verify maintenance and effectiveness of permanent private pollution control facilities. • Ensure Storm Water Program compliance for special events and private construction activities. • Implement automated storm water inspection scheduling program for private construction projects. • Update Construction and Special Event SWPPP review and inspection fees. SIGNIFICANT CHANGES: • In Fiscal Year 2007-08, the Construction Management and Inspection Division established a new Engineering, Storm Water Budget. The Fiscal Year 2008-09 Engineering, Storm Water Budget consists primarily of staff and funds which were transferred from Engineering, Plan Check and Engineering, Administration mid-year, Fiscal Year 2007-08 to track the new program and help ensure compliance with the NPDES Municipal Permit. • A total of 1.0 position has been reallocated to the Engineering Storm Water Program to assist with the inspection requirements of the new Storm Water Program. H-10 PROGRAM: FUND: PROGRAM GROUP: GENERAL SERVICES VARIOUS GENERAL SERVICES SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $6,409,228 8,821,309 2,112,901 $17,343,439 82.05 14.35 2006-07 ACTUAL $7,000,567 9,986,133 2,988,310 $19,975,010 96.20 7.51 2007-08 BUDGET $7,712,040 10,480,758 1,480,000 $19,672,798 98.00 9.08 2008-09 BUDGET $8,122,311 10,670,894 1,175,000 $19,968,205 99.30 9.08 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, medians, trails, and City streets. PROGRAM ACTIVITIES: Medians 3.6% LLD#2 1.0% Buena Vista Channel 0.5%Streets Street Lights 5.9% Traffic Signals 4.0% Vehicle Replacement 5.0% Vehicle Maintenance 15.2%Parks 25.4% Facilities 19.1% KEY ACHIEVEMENTS FOR 2007-08: Facilities Replaced gym floor surfaces at Calavera and Stagecoach community centers. Moved Recreation administration staff to new building at Carlsbad Senior Center. Replaced chiller at City Hall. Upgraded HVAC Controls at City Hall and Safety Center. Replaced carpet at several City facilities. Assisted with emergency evacuation center at Carlsbad High School during the 2007 wildfires. Electrical maintenance contract put out to bid. H-11 PROGRAM: GENERAL SERVICES PAGE TWO FUND: VARIOUS PROGRAM GROUP: GENERAL SERVICES SUMMARY KEY ACHIEVEMENTS FOR 2007-08 (continued): Streets • Continued the zone by zone inspection program which is coordinated with the City's overlay program. • Extensive concrete work conducted in the Downtown Village area. • Continued street pressure washing program for downtown area. • Started crack seal program. Traffic Signals • Replaced red LEDs installed prior to 2000. Street Lighting • Continued to seek opportunities to improve energy efficiency by upgrading light fixtures where appropriate. • Replaced 21 street lights along Carlsbad Boulevard. Fleet • After close evaluation of the 68 units which met the replacement criteria, only 24 were recommended for replacement in FY 2008. 1 unit was recommended to be downsized. • Adjusted staffing schedules to better meet customer needs. Parks Bid and awarded small park site and facilities landscapes maintenance contract. Bid and awarded La Costa Canyon restroom remodeling/ADA compliance project. Planted hillside at Aviara Park to address erosion concerns and aesthetic issues. Planted approximately 400 trees of various species within Hosp Grove - Rotary Picnic Area to Hosp Way. Received a combined park satisfaction rating of 95% on the Annual Performance Measurement Survey. Received a combined park approval rating of 95% on the Annual Maintenance Assessment Program. Street Trees • Planted or incorporated 400 street trees of various species within public right of ways throughout the City. • Coordinated the pruning of over 1800 street trees combined with the contract Block Maintenance Program. • Organized an Arbor Day tree planting & voucher event with San Diego Gas & Electric/West Coast Arborists. • Focused on street tree maintenance within the Downtown Village in response to a City Council top priority. • Responded to approximately 600 citizen and merchant requests for tree prunings, plantings, or removals. • Added in excess of 450 street trees to the City's inventory as a result of the Oaks North new development. • Provided storm and emergency assistance related to downed limbs or entire trees, as necessary. Medians • Bid and awarded medians maintenance contract and at a significant cost savings over prior contract. • Administered & inspected contract for approximately 55 acres of medians landscape maintenance. • Performed irrigation repairs/retrofits, and installed replacement plants/trees in medians of several streets. • Supplemented maintenance within the Downtown Village in direct response to a City Council top priority. Trails • Purchased new tractor to better meet maintenance needs for City trail system. • Developed and constructed trail link/boundary fencing at Village 'H' of the Calavera Hills development. Oversaw several volunteer work days on trails, including Calavera Hills, La Costa Glen, and Veteran's Park. • Coordinated several scout projects consisting of the installation of trail bridges, markers/signs and kiosks. • Assumed responsibility for maintaining an additional 4 miles of trails, bringing the Citywide total to 35 miles. H-12 PROGRAM: GENERAL SERVICES PAGE THREE FUND: VARIOUS PROGRAM GROUP: GENERAL SERVICES SUMMARY KEY GOALS FOR 2008-09: Top-Quality Services • Continue to refine the use of the Hansen work order system in the Parks, Street Trees, Medians, and Trails maintenance sections. This process Includes the ongoing revision of work order procedures, and the training of appropriate administrative and field staff. • Continue with the elevated maintenance program developed for the Downtown Village in response to a City Council top priority. • Conduct a study and initiate a Sign Reflectivity Program. • Continue the red light LED Replacement Program. Environmental Management • Continue to explore ways to reduce energy usage to improve air quality that will ensure a higher quality of life in the community. H-13 PROGRAM: FUND: PROGRAM GROUP: PARK MAINTENANCE GENERAL GENERAL SERVICES ACCTNO. 0015020 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $2,032,170 1,905,115 141,215 $4,078,500 23.75 9.85 2006-07 ACTUAL $2,375,822 2,262,244 208,269 $4,846,335 34.85 4.59 2007-08 BUDGET $2,547,424 2,345,583 315,000 $5,208,007 33.95 5.39 2008-09 BUDGET $2,677,681 2,391,378 0 $5,069,059 34.45 5.39 WORK PROGRAM: Maintain, preserve, and enhance 348 acres of parks, school athletic fields, Downtown Village streetscapes, beach accesses, and landscapes at various civic facilities. This includes the maintenance of 16 parks and 15 special use areas. Manage over 625 acres of open space/undeveloped areas; provide services to other departments and community groups. The total acreage of park sites maintained includes 26 acres at Leo Carrillo Historic Ranch Park. PERFORMANCE MEASUREMENTS: Overall Ratings • Benchmark Ninety percent (90%) of ratings are at or above 7 on a 10-point scale. Result Ninety-eight percent (98%) of ratings were at or above 7 on a 10-point scale. Cost Per Acre • Benchmark The annual park maintenance cost per acre will not exceed $12,094. Result The annual park maintenance cost per acre is $13,864. Public Opinion Survey • Benchmark Ninety percent (90%) of respondents rate park maintenance as good or excellent on the City of Carlsbad public opinion survey report. Result Ninety-five percent (95%) of respondents rated park maintenance as good to excellent on the City of Carlsbad public opinion survey report. PROGRAM ACTIVITIES: Turf and Landscape Maintenance • Direct management of 348 acres of turf, irrigation, and landscaping. Duties include mowing, fertilization, renovation, re-planting, trimming, pesticide application, raking leaves/debris, turf sweeping, weeding cultivation, edging, aerating, re-seeding, rodent control, irrigation programming and repair, equipment maintenance, and contract administration for landscape services. Restroom Maintenance/Litter Control/Picnic Area Services • Inspect, maintain, clean, paint, and repair 12 permanent restroom facilities (as well as 10 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, trash removal and picnic area servicing. All parks, beach accesses, and beach areas are cleaned 5+ times weekly to remove all litter, and service all trash receptacles, and dog bag dispensers. H-14 PROGRAM: PARK MAINTENANCE PAGE TWO FUND: GENERAL PROGRAM GROUP: GENERAL SERVICES ACCT NO. 0015020 PROGRAM ACTIVITIES (continued): Court/Field/Tot Lot Maintenance • Maintain 22 tennis courts, 20 basketball courts, 18 soccer fields, and 32 Softball/baseball fields. All athletic courts are cleaned/inspected on a weekly basis. Duties involve washing, sweeping, and blowing surfaces, fence inspections/repairs, and paving inspections. In addition, this activity involves 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 100 different controllers, with over 1,520 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 monitoring responsibilities. Duties include trash removal, clean-up, weed abatement, and routine security. Miscellaneous Maintenance/Repair and Special Requests • These activities include repair and upgrading park structures, facilities, sports field lighting, play equipment, and fencing, and the installation of bleachers, drinking fountains, soccer goals, trash enclosures, and concrete work. Additional activities involve special projects and requests by the recreation community, the Housing and Redevelopment staff, and the Community Garden participants. SIGNIFICANT CHANGES: • Funding for a 0.50 FTE Maintenance Worker II has been added to this program as part of the Capital Improvement Program to account for the increased workload for the Poinsettia Park Tennis Courts. H-15 PROGRAM: FUND: PROGRAM GROUP: TRAILS GENERAL GENERAL SERVICES ACCTNO. 0015023 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $94,253 36,309 1,975 $132,537 0.50 0.50 2006-07 ACTUAL $140,253 82,807 0 $223,060 1.80 0.50 2007-08 BUDGET $178,562 160,227 0 $338,789 1.90 0.75 2008-09 BUDGET $206,367 147,278 0 $353,645 1.90 0.75 WORK PROGRAM: Community Services and Park maintenance will assist developers and trails volunteers in constructing and maintaining the citywide trails program. PERFORMANCE OBJECTIVES: Trail Management and Maintenance Program • Maintain existing trails in accordance with trail maintenance plan. • Assist and monitor trail volunteers in the installation and maintenance of citywide trails. the PROGRAM ACTIVITIES: Trail Maintenance Plan • Maintain existing and proposed Citywide trails with the assistance of trail volunteers. • Install trail improvements in accordance with Trail Master Plan. Project Processing • Continue processing acceptance agreements from previously rejected Irrevocable Offers of Dedication (IOD) for the citywide trail easements. SIGNIFICANT CHANGES: • Added four (4) miles of trails maintenance to the City-wide inventory during Fiscal Year 2007-08 bringing the total current maintained trail mileage to thirty-five (35) miles. • Anticipate the addition of Calavera Hills Trails and Trailhead during Fiscal Year 2008-09. H-16 PROGRAM: FUND: PROGRAM GROUP: FACILITIES MAINTENANCE GENERAL GENERAL SERVICES ACCTNO. 0015060 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $1,485,604 1,622,227 138,829 $3,246,660 20.60 3.00 2006-07 ACTUAL $1,533,435 1,597,525 290,264 $3,421,224 21.45 1.17 2007-08 BUDGET $1,583,875 2,105,105 135,000 $3,823,980 22.15 0.84 2008-09 BUDGET $1,737,553 2,052,569 27,000 $3,817,122 22.85 0.84 WORK PROGRAM: Maintain and preserve City facilities to provide safe, attractive, and energy efficient buildings for the City to conduct its business and provide services to the community. PERFORMANCE MEASURES: Overall Ratings • Benchmark Ninety percent (90%) of ratings are at or above 7 on a 10-point scale. Result Ninety percent (90%) of ratings were at or above 7 on a 10-point scale. Cost Per Square Foot • Benchmark Carlsbad Facilities maintenance cost per square foot will be close to the National Benchmark of government institutions ($8.31 is National benchmark). Result Carlsbad Facilities maintenance cost per square foot is $7.38. Internal Surveys • Benchmark Ninety percent (90%) of internal surveys returned indicate overall service by Facilities Maintenance as good to excellent in all survey categories. Result Eighty-eight percent (88%) of internal surveys returned indicated the overall service by Facilities Maintenance as good to excellent in all survey categories. Work Orders • Benchmark Ninety percent (90%) of Emergency work orders completed within 24 hours; ninety percent (90%) of High Priority work orders completed within 72 hours; ninety percent (90%) of Medium Priority work orders completed within 20 days; ninety percent (90%) of Low Priority work orders completed within 30 days. Results Ninety-four percent (94%) of Emergency work orders completed within 24 hours; ninety-four percent (94%) of High Priority work orders completed within 72 hours; ninety-six percent (96%) of Medium Priority work orders completed within 20 days; ninety-five percent (95%) of Low Priority work orders completed within 30 days. H-17 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 using a combination of City staff and contract services. Contract Maintenance • Prepare and administer contracts for all building maintenance services (e.g., Heating Ventilation Air Conditioning (HVAC), plumbing, electrical, construction projects, and custodial services). WORKLOAD STATISTICS: Total Work Orders 2,000- 1,500 - 1,000 - 500- n - 1524 00854 H1090 CY05*CY06*CY07* *'CY' = Calendar Year SIGNIFICANT CHANGES: • A new 1.0 FTE Custodian position was added to this program as part of the Capital Improvement Program to provide janitorial services to the new Library Learning Center. • A total of 0.30 positions have been reallocated to other programs to better reflect each program's workload. H-18 PROGRAM: FUND: PROGRAM GROUP: STREET MAINTENANCE GENERAL GENERAL SERVICES ACCTNO. 0016355 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $1,345,933 1,273,717 21,900 $2,641,550 19.50 0.00 2006-07 ACTUAL $1,534,386 1,928,398 41,610 $3,504,394 22.20 0.00 2007-08 BUDGET $1,888,879 1,171,556 0 $3,060,435 24.15 0.00 2008-09 BUDGET $1,901,800 1,191,062 0 $3,092,862 24.05 0.00 WORK PROGRAM: The Street Maintenance Division performs street and roadside maintenance to maximize the safety and circulation efficiency of the roadway system for vehicles and pedestrians. PERFORMANCE MEASURES: Roadway Cost: • Benchmark Cost per lane-mile of roadway is benchmarked to not exceed $5,790 per street-mile. Results Cost per lane-mile of roadway equaled $6,579 in Calendar Year 2007. Roadway Safety: • Benchmark 100% of roadway segments meet CalTrans collision rates. Results 94% of Carlsbad's roadway segments meet CalTrans collision rates. Roadway Circulation: • Benchmark Travel times on Palomar Airport Road and on El Camino Real will not exceed baseline rates collected in June 2000. Results Travel time increased on both Palomar Airport Road and El Camino Real when measured in June 2007. PROGRAM ACTIVITIES: Contract Management • Contract Management consists of contract design, inspection, and support. Roadside Maintenance • Roadside Maintenance activities consist of weed abatement, debris hauling, cement repair, sidewalk, handrail, and guardrail maintenance. Drainage System Maintenance • The cleaning of brow ditches, catch basins, drainageways, and gutters. H-19 PROGRAM: STREET MAINTENANCE PAGE TWO FUND: GENERAL PROGRAM GROUP: GENERAL SERVICES ACCTNO. ooiesss 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. Also included are painting retaining walls, handrails, and guardrails. SIGNIFICANT CHANGES: • The Streets Department is developing a work plan in FY 2007-08 and will begin measuring progress against this work plan in FY 2008-09. • A total of 0.10 positions have been reallocated to other programs to better reflect each program's workload. H-20 PROGRAM: FUND: PROGRAM GROUP: TRAFFIC SIGNAL MAINTENANCE GENERAL GENERAL SERVICES ACCTNO. 0016370 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $77,470 685,050 191,067 $953,587 0.95 0.00 2006-07 ACTUAL $81,678 717,602 186,949 $986,229 0.95 0.00 2007-08 BUDGET $85,053 653,944 0 $738,997 0.95 0.00 2008-09 BUDGET $87,564 704,447 0 $792,011 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. SIGNIFICANT CHANGES: Approximately 12 new signals are expected to come online by the end of FY 2008-09. To address the growth in assets, this program has been supplemented by the prior three years' average per signal expenditures for routine maintenance, energy, and emergency repairs. The amount calculated for Fiscal Year 2008-09 is approximately $45,000. H-21 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 2005-06 ACTUAL $332,368 271,256 0 $603,624 5.40 0.75 2006-07 ACTUAL $278,111 299,896 0 $578,007 3.20 0.75 2007-08 BUDGET $303,541 294,827 0 $598,368 3.60 0.95 2008-09 BUDGET $334,076 270,857 0 $604,933 3.60 0.95 WORK PROGRAM: The Street Tree section provides maintenance to all accepted street trees in the public right-of-way, including specialized maintenance services for street trees in Carlsbad's downtown village. PROGRAM ACTIVITIES: Street Trees • This program provides primary maintenance for approximately 10,955 accepted public street trees, and secondary maintenance for an additional 5,000 trees within city right-of-ways that are due to storms, emergencies, and/or neglect by the private owner. Street tree maintenance duties typically include: planting, staking, pruning, root explorations/excavations, removing, and replacing. In addition to a proactive pruning program, staff annually responds to over 600 street tree work orders/requests, and provides storm/emergency assistance as necessary. Contractual Tree Maintenance • This contractor provides ongoing street tree maintenance via the block pruning program, and sizeable/selective specimens that are beyond the scope of the division's regular staff. Street Tree Block Pruning • This program creates a cyclical schedule for tree trimming in the public right-of-way in order to focus on preventive maintenance. WORKLOAD STATISTICS:Trimmed Trees 1,767 1,800 1,806 1,814 FY 03 FY04 SIGNIFICANT CHANGES: • None. FY05 FY06 FY07 FY08 (est) H-22 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 2005-06 ACTUAL $161,216 392,017 4,600 $557,833 1.60 0.25 2006-07 ACTUAL $160,847 349,527 0 $510,374 1.50 0.00 2007-08 BUDGET $200,783 508,443 0 $709,226 2.00 0.65 2008-09 BUDGET $214,090 506,968 0 $721,058 2.00 0.65 WORK PROGRAM: Provide landscape maintenance and litter control to all City medians including specialized service within the downtown village area. PROGRAM ACTIVITIES: Contractual Median Maintenance • Provide ongoing program for administering, and overseeing contract median maintenance for approximately 55 acres of City medians. Maintenance includes litter control, weed control, pruning, pesticide and fertilizer application, replanting and irrigation repairs/adjustments. Streetscape Maintenance • Maintain approximately three (3) acres of high profile areas including downtown village medians and landscaped pockets/islands. Maintenance activities consist of litter control, weed control, pruning, pesticide/fertilizer application, replanting, and irrigation repairs/adjustments. WORKLOAD STATISTICS: Acres Maintained 90% Contract 10% In-House SIGNIFICANT CHANGES: • Approximately five acres of landscaped medians have been added to the existing contract for routine maintenance. • The medians maintenance contract has been rebid and a new contractor has assumed responsibility for medians maintenance. H-23 PROGRAM: FUND: PROGRAM GROUP: STREET LIGHTING MAINTENANCE ASSESSMENT GENERAL SERVICES ACCTNO. 1626357 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $159,926 866,382 139,822 $1,166,130 1.85 0.00 2006-07 ACTUAL $169,318 782,367 0 $951,685 2.65 0.00 2007-08 BUDGET $148,442 931,536 165,000 $1,244,978 1.65 0.00 2008-09 BUDGET $151,468 868,553 150,000 $1,170,021 1.65 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 • Mar.k 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. KEY GOALS FOR 2008-09: • Replace 20 street lights throughout the City. PERFORMANCE MEASURES: Description Repair Response within 10 days Benchmark 90% Result 2007 81.6% SIGNIFICANT CHANGES: • None. H-24 PROGRAM: FUND: PROGRAM GROUP: BUENA VISTA CHANNEL MAINTENANCE MAINTENANCE ASSESSMENT GENERAL SERVICES ACCTNO. 1636312 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $1,757 43,025 0 $44,783 0.00 0.00 2006-07 ACTUAL $2,575 47,171 0 $49,746 0.00 0.00 2007-08 BUDGET $10,600 80,000 0 $90,600 0.00 0.00 2008-09 BUDGET $10,500 101,000 0 $111,500 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. 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, maintaining healthy channel. • Remove exotic growth and replant native vegetation as necessary. • Clear one-fifth of the north side of the channel every year. KEY ACHIEVEMENTS FOR 2007-08: • Clearing of the channel occurred in Fiscal Year 2007-08 under the renegotiated environmental permits. KEY GOALS FOR 2008-09: • Clear one-fifth of the channel length outside the coastal zone on the north half of the channel. SIGNIFICANT CHANGES: • A five-year maintenance contract, executed on August 16, 2004, was entered into for the clearing of the channel. Fiscal Year 2008-09 will be the fifth year of the five-year contract. H-25 PROGRAM: FUND: PROGRAM GROUP: LIGHTING & LANDSCAPING DISTRICT NO. 2 MAINTENANCE ASSESSMENT GENERAL SERVICES ACCT NO. 164XXXX PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $0 53,057 0 $53,057 0.00 0.00 2006-07 ACTUAL $0 117,014 0 $117,014 0.00 0.00 2007-08 BUDGET $0 248,434 0 $248,434 0.00 0.00 2008-09 BUDGET $0 196,887 0 $196,887 0.00 0.00 WORK PROGRAM: Lighting & Landscaping District No. 2 is for new developments in the City. It is to pay for the costs of streetlights, street trees and medians within those areas. PROGRAM ACTIVITIES: • Each development within District No. 2 will be considered a separate zone, with their own assessment based on the costs for that particular area of the City. The ten zones in District No. 2 are Calavera Hills II, Kelly Ranch, the Oaks South, Thompson/Tabata, the Palomar Forum/Raceway, Bressi Ranch, the Greens, the Ridge, the Oaks North Industrial, and the Oaks North Residential developments. SIGNIFICANT CHANGES: • During the Fiscal Year 2007-08, one new zone was added to the district: Zone 11 (the Oaks North Residential). However, overall budget costs for Fiscal Year 2008-09 decreased as a result of a small decrease in per improvement maintenance costs. H-26 PROGRAM: FUND: PROGRAM GROUP: VEHICLE MAINTENANCE INTERNAL SERVICE GENERAL SERVICES ACCTNO. 6205060 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $718,531 1,673,154 0 $2,391,685 7.90 0.00 2006-07 ACTUAL $724,142 1,801,582 0 $2,525,724 7.60 0.50 2007-08 BUDGET $764,881 1,981,103 0 $2,745,984 7.65 0.50 2008-09 BUDGET $801,212 2,139,895 100,000 $3,041,107 7.85 0.50 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, and administers the collection and disposal of hazardous waste generated by City departments. The 'in-service' fleet is comprised of 333 vehicles and 138 other pieces of equipment. PERFORMANCE MEASURES: Work Orders • Benchmark 90% of scheduled preventive maintenance work orders are completed within 24 hours from the time the vehicle is delivered to the shop. Result 58% of scheduled preventative maintenance work orders were completed within 24 hours from the time the vehicle was delivered to the shop. Unit Availability • Benchmark 95% of fleet units are available to meet City needs. Result 97% of fleet units are available to meet City needs. Internal Surveys • Benchmark 90% of internal surveys returned indicate overall service by fleet Maintenance as good to excellent in all survey categories. Result 88% of internal surveys returned indicated the overall service by fleet Maintenance as good to excellent in all survey categories. 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. H-27 PROGRAM: FUND: PROGRAM GROUP: VEHICLE MAINTENANCE INTERNAL SERVICE GENERAL SERVICES PAGE TWO ACCTNO. 6205060 PROGRAM ACTIVITIES (continued): 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. 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 to Encina Wastewater Authority; monitor fuel tanks in accordance with State and County regulations. WORKLOAD STATISTICS: NUMBER OF REPAIRS 1610 16451690 Preventive Maintenance Vendor Repairs Total Repair Orders SIGNIFICANT CHANGES: • For 2008-09, the Fleet Maintenance Division will be retrofitting the fuel pumps to meet California Air Resources Board mandates for clean air. This is the first step in a multi-year program to upgrade the City's fuel system. • New Fleet Management software is being installed to improve business processes and help better utilize the fleet data that is collected. The cost will be split evenly between the Fleet Maintenance and Fleet Replacement Budgets. • A total of 0.20 positions have been reallocated to this program to better reflect each program's workload. This includes a portion of the Superintendent's time dedicated to Fleet issues. H-28 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 2005-06 ACTUAL $0 0 1,473,493 $1 ,473,493 0.00 0.00 2006-07 ACTUAL $0 0 2,261,218 $2,261,218 0.00 0.00 2007-08 BUDGET $0 0 865,000 $865,000 0.00 0.00 2008-09 BUDGET $0 100,000 898,000 $998,000 0.00 0.00 2007-08 Capital Outlay was previously all shown in Maintenance and Operations 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 Finance 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: 471 433 Vehicle/Equipment Acquired Vehicle/Equipment Disposed Total Units (in service) SIGNIFICANT CHANGES: • Of the 68 units that met age, mileage or both replacement criteria, only 24 were selected for replacement. One vehicle was downsized. • For FY 2008-09, the Fleet Maintenance and Fleet Replacement budgets are each contributing evenly to the cost of new Fleet Management Software to improve decision making capabilities for the Fleet Manager. H-29 PROGRAM: FUND: PROGRAM GROUP: MAINTENANCE & OPERATIONS VARIOUS MAINTENANCE & OPERATIONS SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $3,990,077 29,336,128 520,377 $33,846,582 48.45 0.00 2006-07 ACTUAL $7,001,140 43,709,430 16,488 $50,727,058 48.50 0.00 2007-08 BUDGET $4,913,237 33,236,754 2,471,400 $40,621,391 55.45 0.00 2008-09 BUDGET $5,093,825 37,291,506 1,686,875 $44,072,206 55.20 0.00 PROGRAM GROUP DESCRIPTION: This department is responsible for preventive maintenance, repair, and operations of City and Water District infrastructure including City water and sanitation systems. PROGRAM ACTIVITIES: Water Operations 64% Recycled Water 14%Sanitation Operations 22% KEY ACHIEVEMENTS FOR 2007-08: Potable and Recycled Water Operations • Delivered 21,500 acre-feet of potable water while meeting all the health standards established by State and Federal governments. • Installed, maintained and read an additional 448 new water meters; the total number of water meters in the system now exceeds 27,770. • Operated and maintained 2,950 valves and 1,175 fire hydrants. • Irrigated approximately 946 acres with recycled water at 236 sites. • Averaged about 2.3 mgd of recycled water in lieu of potable water. Wastewater Operations • Operated 14 sewer lift stations averaging 6.81 mgd of sewage pumped without a failing that resulted in a sewage spill or contamination of the environment. • Maintained 265 miles of sewer mains. H-30 PROGRAM: MAINTENANCE & OPERATIONS PAGE TWO FUND: VARIOUS PROGRAM GROUP: MAINTENANCE & OPERATIONS SUMMARY KEY ACHIEVEMENTS FOR 2007-08 (continued): • High-pressure cleaned approximately 206 miles of sewer main lines. • Operated and maintained 1,350 valves and 506 fire hydrants. Storm Drain Maintenance • No beach postings from bacterial exceedances in ocean water from urban runoff in Carlsbad. • 89% of beach outfalls were investigated and resampled within 5 business days of receiving lab results. • Received no "Notices of Violation" from Regional Water Quality Control Board. KEY GOALS FOR 2008-09: Top Quality Services/Environmental Management • Enhance planning and management of Water Operations, Sanitation Operations, and Construction Maintenance through implementation of an automated work management system. • Ensure the availability of safe drinking water through implementation of public water system protective measures that balance the risks between microbial pathogens and disinfection byproducts. • Sustain a performance-oriented organization incorporating continuous improvement through development and implementation of preventive maintenance schedules. • Ensure the environmental sensitivity of the community through compliance of City Work Yards with appropriate Storm Water Permits and guidelines. H-31 PROGRAM: FUND: PROGRAM GROUP: WATER OPERATIONS WATER ENTERPRISE MAINTENANCE & OPERATIONS ACCTNO. 5016310/5026310 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL/DEBT/TRANSFERS GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $2,947,823 22,483,502 48,597 $25,479,922 35.75 0.00 *2006-07 ACTUAL $5,860,507 36,261,846 2,983 $42,125,336 34.75 0.00 2007-08 BUDGET $3,418,275 25,939,463 915,200 $30,272,938 35.50 0.00 2008-09 BUDGET $3,398,739 29,816,092 946,875 $34,161,706 35.15 0.00 Maintenance and Operations totals include the transfer of engineering services provided * 2006-07 includes one time settlement and retiree health funding PROGRAM GROUP DESCRIPTION: The Carlsbad Municipal Water District, a subsidiary district of the City of Carlsbad, provides potable water service to approximately 85 percent of the City (86,140 customers). The District purchases 100% of its potable water as treated water from the San Diego County Water Authority. In FY 2005-06, the District's Phase II Recycled Water Plant began production. In addition, the District continues to buy recycled water from the Leucadia Wastewater Authority and Vallecitos Water District. PROGRAM ACTIVITIES: Water Operations • Provide operation and maintenance of the potable and recycled water reservoirs, pumping, regulating, and disinfection activities; collect water quality samples to ensure compliance with State and Federal regulations. Water Construction/Maintenance • Schedule and perform water system maintenance to ensure a safe and efficient water distribution system. Meter Services • Collect water customer usage data for utility billing to ensure financial viability of the District through timely and accurate revenue collections; provide customer service for water utility customers; and install, replace and maintain water meters. Cross-Connection Control • Implement and enforce cross-connection control of potable and recycled water systems to ensure a safe supply of potable water, and compliance with State and Federal regulations. PERFORMANCE/WORKLOAD MEASURES: Water Cost • Annual water loss not to exceed six percent as set by the California Department of Water Resources. Distribution system losses commonly range between 6% and 15%. The American Water Works Association recommends that the loss after treatment be maintained at 10% or less. Also, the annual cost of service will not exceed $811 per acre-foot of water produced. This benchmark was established based on results of a survey conducted by the American Water Works Association (AWWA) in February 2006. Fiscal Year 2002-03 2003-04 2004-05 2005-06 2006-07 Water Loss 5.2% 6.1% 5.0% 6.0% 2.0% Cost per Acre-Foot $755 $784 $828 $901 $936 H-32 PROGRAM: FUND: PROGRAM GROUP: WATER OPERATIONS WATER ENTERPRISE MAINTENANCE & OPERATIONS PAGE TWO ACCTNO. 5016310/5026310 PERFORMANCE/WORKLOAD MEASURES (continued) Potable Water Quality • Ninety-eight percent (98%) of bacteria samples free of coliform bacteria as adopted by the City's Performance Measurement Team. The State requirement is that less than 5 percent of all samples collected during any month are total coliform-positive. Fiscal Year 2002-03 2003-04 2004-05 2005-06 2006-07 No. Samples Collected 1,719 1,752 1,724 1,719 1,716 Percent Bacteria-Free 99.9% 99.9% 99.8% 99.9% 100% Water Service Delivery « Complete 90% of planned maintenance of water distribution valves and fire hydrants each year based on a standard of maintenance. Measures the level of care with which the integrity of the water distribution system is being maintained. Fiscal Year 2002-03 2003-04 2004-05 2005-06 2006-07 % of Planned Valve Maintenance 8% 24% 28% 56% 74% Maintenance Fire Hydrant Maintenance 10% 35% 35% 67% 73% Complete 90% of planned testing and inspections of recycled water use sites. Measures the level at which operations staff is performing required inspections and testing of recycled water use sites. Activity % of Planned Testing/Inspections FY2003 FY2004 FY 2005 FY2006 FY 2007 Planned Testing Benchmark Cross Connection Test 90% 100% 71% 4-Yr. Cross Connection Test 90% 100% 200% Planned Inspections Benchmark Walk-Through Inspections 90% 96% 81% 86% 100% 100% 125% 200% 235% 91% 90% 75% SIGNIFICANT CHANGES: A total of 0.35 positions have been reallocated to other programs to better reflect each program's workload. H-33 PROGRAM: FUND: PROGRAM GROUP: WASTEWATER OPERATIONS WASTEWATER ENTERPRISE MAINTENANCE & OPERATIONS ACCTNO. 5116310 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL/TRANSFERS GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $1,042,254 6,852,626 471,780 $8,366,660 12.70 0.00 2006-07 ACTUAL $1,140,633 7,447,584 13,505 $8,601,722 13.75 0.00 2007-08 BUDGET $1,494,962 7,297,291 1 ,556,200 $10,348,453 19.95 0.00 2008-09 BUDGET $1,695,086 7,475,414 740,000 $9,910,500 20.05 0.00 Maintenance and Operations totals include the transfer of engineering service provided PROGRAM GROUP DESCRIPTION: The Carlsbad Municipal Water District operates and maintains the sanitary sewer system which covers approximately 65% of the geographic area of the City (65,870 customers). 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. PROGRAM ACTIVITIES: Sanitation Operations • Provide operation, maintenance and inspection of the 14 sanitary sewer system lift stations and wet wells to ensure compliance with state and federal regulations. Sanitation Collections • Provide cleaning and inspection of approximately 265 miles of sanitary sewer system conveyance main lines and associated access holes to ensure compliance with state and federal regulations. PERFORMANCE MEASURES: Sewer Cost Efficiency • Annual cost of service per million gallons of sewage will not exceed $1,580. This benchmark was established based on the results of a survey conducted by the American Water Works Association in February 2006. Fiscal Year 2002-03 2003-04 2004-05 2005-06 2006-07 Expenses Annual Flow (MG) $3,151,172 $3,946,119 $3,992,462 $3,766,058 $3,560,525 2,493 2,789 2,688 2,416 2,486 $/MG $1,632 $1,415 $1,485 $1,559 $1,432 H-34 PROGRAM: WASTEWATER OPERATIONS PAGE TWO FUND: WASTEWATER ENTERPRISE PROGRAM GROUP: MAINTENANCE & OPERATIONS ACCTNO. 5116310 PERFORMANCE MEASURES (continued): Sewer System Service Delivery • The ratio of sewer overflows compared to the total sewer pipe in the system. This measure is calculated by dividing the total number of sewer overflows during the reporting period by the total miles of pipe in the sewage collection system and multiplying the result by 100. This indicator is a measure of the collection system piping condition and the effectiveness of routine maintenance. Fiscal Year 2002-03 2003-04 2004-05 2005-06 2006-07 No. of Overflows 7 6 11 7 13 Total Miles of Sewer Pipes 232 235 254 260 265 Rate per 100 Miles 3.02 2.55 4.33 2.69 4.90 SIGNIFICANT CHANGES: • Expand radio frequency monitoring program of priority access hole locations. • A total of 0.10 positions have been reallocated from other programs to better reflect each program's workload. H-35 PROGRAM: FUND: PROGRAM GROUP: ENVIRONMENTAL PROGRAMS VARIOUS ENVIRONMENTAL PROGRAMS SUMMARY PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $671,141 967,050 179,304 $1,817,495 8.70 0.60 2006-07 ACTUAL $808,015 1,039,817 159,051 $2,006,883 8.90 0.20 2007-08 BUDGET $1,003,968 2,238,866 57,927 $3,300,761 11.70 0.20 2008-09 BUDGET $1,160,278 2,238,160 0 $3,398,438 11.95 0.20 PROGRAM GROUP DESCRIPTION: Environmental Programs is an umbrella program to centrally manage the efforts of the storm water division, solid waste and water conservation. The program focuses on presenting a unified message to citizens and industry, providing easy access to information, increasing public awareness and more efficiently using our resources. In 2007-2008, the third annual special collection event for Household Hazardous Waste and Electronic Waste was held. For 2008-2009, the environmental programs will continue to grow and adapt to a changing regulatory environment. This program also includes the Beverage Container Grant. PROGRAM ACTIVITIES: Solid Waste Management 16% Storm Water Protection 84% H-36 PROGRAM: FUND: PROGRAM GROUP: SOLID WASTE MANAGEMENT SOLID WASTE ENTERPRISE ENVIRONMENTAL PROGRAMS ACCT NO. 5206375/5206390 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL OUTLAY GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $100,512 $322,421 $0 $422,933 0.60 0.20 2006-07 ACTUAL $93,131 $415,729 $0 $508,860 0.60 0.20 2007-08 BUDGET $67,176 $506,642 $0 $573,818 0.60 0.20 2008-09 BUDGET $68,395 $475,736 $0 $544,131 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 • Eighty-nine percent (89%) rate trash collection as "Good" or "Excellent." • Eighty percent (80%) rate recycling collection service as "Good" or "Excellent." Cost Efficiency • Commercial rates (adjusted for City fees) are the lowest when compared to our benchmark partners. Residential rates (adjusted for City fees) are the lowest when compared to our benchmark partners. The benchmark is lowest one-third in San Diego County and Carlsbad has continued to attain that position. Diversion • Year 2006 Diversion rate as reported to the CA Integrated Waste Management Board: fifty five percent (55%). PROGRAM ACTIVITIES: AB 939 Diversion Requirements • Implement the waste reduction and recycling components of the Source Reduction and Recycling Element (SRRE) and Household Hazardous Waste Element (HHWE) to comply with state mandated AB939 diversion requirements. Coordinate activities with Countywide Technical Advisory Committee. As required, prepare, and submit annual diversion reports to the state. Solid Waste • Administer and monitor the solid waste contract. Review tonnage and revenue reports from authorized collector for accuracy. Coordinate solid waste activities with the Countywide Technical Advisory Committee. Provide outreach and education to the public about the solid waste programs. • Ensure proper collection and disposal of solid waste generated in the City. 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. H-37 PROGRAM: SOLID WASTE MANAGEMENT PAGE TWO FUND: SOLID WASTE ENTERPRISE PROGRAM GROUP: ENVIRONMENTAL PROGRAMS ACCT NO. 5206375/5206390 KEY ACHIEVEMENTS FOR 2007-08: • Third annual special collection event for Household Hazardous Waste (HHW) and Electronic Waste. • Manage Door-to-Door Household Hazardous Waste collections and two Household Hazardous Waste Drop-off facilities. KEY GOALS FOR 2008-09: • Receive Council direction on the implementation of automated trash collection and single stream recycling for Carlsbad residents and businesses. SIGNIFICANT CHANGES: • None. H-38 PROGRAM: FUND: PROGRAM GROUP: STORM WATER PROTECTION/ STORM DRAIN MAINTENANCE SOLID WASTE ENTERPRISE ENVIRONMENTAL PROGRAMS ACCTNO. 5215710/5216310 PERSONNEL MAINTENANCE & OPERATIONS CAPITAL/TRANSFERS GRAND TOTAL FULL TIME POSITIONS HOURLY/FTE POSITIONS 2005-06 ACTUAL $570,629 644,629 179,304 $1,394,562 8.10 0.40 2006-07 ACTUAL $714,884 624,088 159,051 $1,498,023 8.30 0.00 2007-08 BUDGET $936,792 1,732,224 57,927 $2,726,943 11.10 0.00 2008-09 BUDGET $1,091,883 1,762,424 0 $2,854,307 11.35 0.00 WORK PROGRAM: Provide leadership and coordination for Citywide 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 Existing Development section of the National Pollutant Discharge Elimination System (NPDES) Urban Storm Water Permit No. 2007-01 (the "Permit") issued by the San Diego Regional Water Quality Control Board. PROGRAM ACTIVITIES: High Threat to Water Quality Industrial/Commercial Inspections Businesses must be prioritized by threat to water quality. High Threat to Water Quality facilities are inspected annually. Enforcement of non-compliant sites is required during and after inspections. Water Quality Monitoring The permit requires co-permittees to conduct 3 major programs: 1) the Coastal Monitoring Program if coastal waters are in the jurisdiction, 2) Dry Weather Program, 3) Regional monitoring programs. The City also participates in the continuous monitoring at Agua Hedionda Creek in conjunction with the San Elijo Lagoon Foundation. 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. Outreach to municipal staff is intended to inform and educate employees and City contractors on the requirements imposed on all municipal facilities and operations. Illicit Connection/ Illegal Dumping (IC/ID) Permit requirements include the investigation of potential illicit connection/illegal dumping incidents in the City. Complaint calls to the Storm Water hotline numbered over 131 for FY 2006-07 that were directly related to IC/ID complaints. Over 450 other calls were fielded related to Storm Water maintenance, water conservation, sewer, and other incidents with potential to cause water pollution. Storm Drain Maintenance Program The Permit requires the City to inspect and remove waste between May 1 and Sept 30 of each year, with record keeping of inspections and amount of materials removed maintained. In addition, the Storm Drain Maintenance Program manages a street sweeping contract to reduce material accumulation in the Municipal Separate Storm Sewer System (MS4), and hires contractors to clean the MS4 on a regular basis as well as during incidents. Municipal Program 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. The Storm Water Protection Program coordinates the municipal program through the Storm Water Committee, manages the municipal facility inventory, and oversees the contract to conduct municipal inspections. H-39 PROGRAM: STORM WATER PROTECTION/ PAGE TWO STORM DRAIN MAINTENANCE FUND: SOLID WASTE ENTERPRISE PROGRAM GROUP: ENVIRONMENTAL PROGRAMS ACCT NO. 5215710/521631 o PROGRAM ACTIVITIES (continued): Watershed Participation The permit requires the City of Carlsbad to participate in watershed activities with neighboring cities. Activities are focused on reducing MS4 contributions of high priority pollutants. City of Carlsbad also stepped up to become the Watershed lead for the Carlsbad Watershed. City Representation The Storm Water Protection Program is the City's representative at Co-permittee meetings, watershed meetings, regional Outreach and Education meetings, regional monitoring meetings, Coastal Monitoring program meetings, Dry Weather Program meetings (through contractor), Regional Board meetings, regional Clean Water Act or Porter- Cologne Act regulatory meetings, and regional Total Maximum Daily Load meetings. Annual City Report Writing The Storm Water Protection Program is responsible for the annual preparation of two major city reports - the annual Jurisdictional Urban Runoff Management Plan (JURMP) report, and the annual Watershed Urban Runoff Management Plan (WURMP) report. As well, this department writes the new JURMP and WURMP documents that are due at the beginning of each permit cycle. KEY ACHIEVEMENTS FOR 2007-08: Environmental Management • Continued compliance with the Existing Development section of both permits in effect during FY 2007-08, the Municipal NPDES permit order number 2001-01, and Order No. R9-2007-0001 that came into effect March 24, 2008. • Developed new programs as required by the new permit. • Recruited, hired, and trained the new ESI. • Assumed lead responsibility for the Carlsbad Watershed. • Coordinated, wrote and edited the new JURMP for the City of Carlsbad according to the new Municipal NPDES permit. • Coordinated, wrote and edited the new WURMP for the Carlsbad Watershed according to the new Municipal NPDES permit. • Participated in developing the standards for the Regional Board's Investigative Order for Total Maximum Daily Load of Contaminants in local water bodies. • Improved citywide NPDES MS4 permit education and training program. • Participated with regulatory agencies and other jurisdictions in evaluating impacts of Buena Vista Force Main Spill event. • Led the preparation and participation in the EPA audit of permit compliance April 18, 2008. KEY GOALS FOR 2008-09 Environmental Management • Be an environmentally sensitive community by focusing on: conservation, storm water; sewage collection and treatment; solid waste; and cost-effective and efficient use of energy, including alternative energy sources. • Continued compliance with the Existing Development section of the current Municipal NPDES permit order number R9-2007-0001. • Roll out new programs per new permit requirements. • Improve on citywide NPDES MS4 permit education and training program. • Continued responsibility for coordinating, writing and editing the JURMP annual report, WURMP annual report, and contributing to other regional reports. • Continue Lead responsibility for the Carlsbad Watershed. • Conduct the watershed pilot irrigation runoff reduction activity in Carlsbad. SIGNIFICANT CHANGES: • A total of 0.25 positions have been reallocated from other programs to better reflect each program's workload. H-40