Fee Name Fee Type
NotesCurrent
Fee/Deposit
Proposed
Fee/Deposit Change Reason
New/Replace First Story each [2]378.00$ 407.00$ 29.00$ West Urban CPI Additional Story each [2]309.00$ 333.00$ 24.00$ West Urban CPI Repair each [2]378.00$ 407.00$ 29.00$ West Urban CPI Stucco each [2]378.00$ 407.00$ 29.00$ West Urban CPI Stone/Brick Veneer each [2]398.00$ 429.00$ 31.00$ West Urban CPI 8 ft, first 100 lf per permit [2]481.00$ 518.00$ 37.00$ West Urban CPI >8 ft, ea. Add'l 100 lf each [2]220.00$ 237.00$ 17.00$ West Urban CPI Commercial per permit [2]228.00$ 246.00$ 18.00$ West Urban CPI Residential per permit [2]228.00$ 246.00$ 18.00$ West Urban CPI Temporary Seating or Bleachers Install per permit [2]515.00$ 555.00$ 40.00$ West Urban CPI Trash Enclosure Install per permit [2]240.00$ 258.00$ 18.00$ West Urban CPI Commercial each [2]309.00$ 333.00$ 24.00$ West Urban CPI Residential each [2]309.00$ 333.00$ 24.00$ West Urban CPI Inspections outside of normal business hours (minimum charge: two hours)per hour [2]129.00$ 129.00$ -$ Set by City policy Re-inspection fees per hour [2]129.00$ 129.00$ -$ Set by City policy Inspections for which no fee is specifically indicated (minimum charge: one half-hour)per hour [2]129.00$ 129.00$ -$ Set by City policy Additional plan review required by changes, additions or revisions to approved plans (minimum charge: one half-hour)per hour [2]129.00$ 129.00$ -$ Set by City policy Building Permit Revision, Fee + Third Party Hourly Charge per hour [2]actual cost Actual Cost --Set by City policy Building Plan Check Fee (8% discount on repetitive plan checks)each [2],[5]actual cost Actual Cost --Set by City policy Green Building Standards Plan Check and Inspection each [2]actual cost Actual Cost --Set by City policy Green Building State Standards Fee (SB1473)each [1]
$1.00 per every
$25,000 in building
valuation or fraction
thereof (minimum
fee $1.00)
$1.00 per every
$25,000 in building
valuation or fraction
thereof (minimum
fee $1.00)
--Set by City policy
Strong Motion Instrumentation Fee (SMIP) and Seismic Hazard Mapping Fee - Residential each [1]
Pass through from
State: $13.00 per $100,000 valuation
(minimum $0.50
fee)
Pass through from
State: $13.00 per $100,000 valuation
(minimum $0.50
fee)
--Set by City policy
Strong Motion Instrumentation Fee (SMIP) and Seismic Hazard Mapping Fee - Commercial each [1]
Pass through from
State: $28.00 per
$100,000 valuation
(minimum $0.50
fee)
Pass through from
State: $28.00 per
$100,000 valuation
(minimum $0.50
fee)
--Set by City policy
Penalty for Commencing Work Before Permit Issuance each [6] Double the permit fee --Set by City policy
Fees for services not listed will be determined on a case-by-case basis. It will be based on the fully burdened hourly rate and the time of service provided.
per hour [2]137.00$ 148.00$ 11.00$ West Urban CPI [Notes]
[1]Set per City policy
[2]Set per 2021 - Cost of Service Study and Fee Schedule Update. Indexed to West Region Urban CPI.
[3]
[4]Limited to maximum amounts set by AB 1414.
[5]Plan check fee based on 70% of the current building permit fee and is due upon initial submittal [6]CMC 18.20.010 and CMC 18.04.010
Valuation based on current valuation multiplier published by the San Diego Chapter of the International Code Council.
CBC 109.3 Building permit valuations.
Other Inspections (Per Hour)
Other Building Fees
Stairs
Siding
Storage Racks
Windows / Door
Swimming Pool
40May 24, 2022 Item #8 Page 224 of 245
Fee Name Fee Type
NotesCurrent
Fee/Deposit
Proposed
Fee/Deposit Change Reason
Simple Single or Combination Permits
(see list of simple items)per permit [1]193.00$ 208.00$ 15.00$ West Urban CPI Water Heater Only per permit [1]108.00$ 116.00$ 8.00$ West Urban CPI FAU less than 100,000 Btu/h per permit [1]481.00$ 518.00$ 37.00$ West Urban CPI FAU greater than 100,000 Btu/h per permit [1]618.00$ 666.00$ 48.00$ West Urban CPI Floor furnace (including vent)per permit [1]344.00$ 370.00$ 26.00$ West Urban CPI Suspended, wall, or floor-mounted heaters per permit [1]275.00$ 296.00$ 21.00$ West Urban CPI Appliance vents not included in an appliance permit per permit [1]550.00$ 592.00$ 42.00$ West Urban CPI Boiler up to 100,000 Btu/h per permit [1]653.00$ 703.00$ 50.00$ West Urban CPI Boiler 100,000 Btu/h to 500,000 Btu/h per permit [1]275.00$ 296.00$ 21.00$ West Urban CPI Compressor up to 3 HP per permit [1]309.00$ 333.00$ 24.00$ West Urban CPI Compressor up to 3 HP to 15 HP per permit [1]323.00$ 348.00$ 25.00$ West Urban CPI Other Complex Mechanical per permit [1]412.00$ 444.00$ 32.00$ West Urban CPI Commercial Appliance per permit [1]275.00$ 296.00$ 21.00$ West Urban CPI Power Apparatus per permit [1]275.00$ 296.00$ 21.00$ West Urban CPI Motor not over 1 HP each [1]275.00$ 296.00$ 21.00$ West Urban CPI Motor over 1 HP and not over 10 HP each [1]275.00$ 296.00$ 21.00$ West Urban CPI Motor over 10 HP and not over 50 HP each [1]275.00$ 296.00$ 21.00$ West Urban CPI Motor over 50 HP and not over 100 HP each [1]309.00$ 333.00$ 24.00$ West Urban CPI Motor over 100 HP each [1]344.00$ 370.00$ 26.00$ West Urban CPI Generator not over 1 KW each [1]275.00$ 296.00$ 21.00$ West Urban CPI Generator over 1 KW and not over 10 KW each [1]309.00$ 333.00$ 24.00$ West Urban CPI Generator over 10 KW and not over 50 KW each [1]412.00$ 444.00$ 32.00$ West Urban CPI Generator over 50 KW and not over 100 KW each [1]412.00$ 444.00$ 32.00$ West Urban CPI Generator over 100 KW each [1]481.00$ 518.00$ 37.00$ West Urban CPI Transformer not over 1 KVA each [1]344.00$ 370.00$ 26.00$ West Urban CPI Transformer over 1 KVA and not over 10 KVA each [1]344.00$ 370.00$ 26.00$ West Urban CPI Transformer over 10 KVA and not over 50 KVA each [1]378.00$ 407.00$ 29.00$ West Urban CPI Transformer over 50 KVA and not over 100 KVA each [1]412.00$ 444.00$ 32.00$ West Urban CPI Transformer over 100 KVA each [1]412.00$ 444.00$ 32.00$ West Urban CPI Services of 600 volts or less and over 400 amperes to 1000 amperes in rating each [1]412.00$ 444.00$ 32.00$ West Urban CPI Services over 600 volts or over 1000 amperes in rating each [1]550.00$ 592.00$ 42.00$ West Urban CPI Other Complex Electrical each [1]412.00$ 444.00$ 32.00$ West Urban CPI Fire Suppression System / Commercial Hood per permit [1]584.00$ 629.00$ 45.00$ West Urban CPI Onsite Sewer 6" & Over per permit [1]378.00$ 407.00$ 29.00$ West Urban CPI Onsite Water 6" & Over per permit [1]378.00$ 407.00$ 29.00$ West Urban CPI Onsite Storm Drain 6" & Over per permit [1]378.00$ 407.00$ 29.00$ West Urban CPI Other Complex Plumbing per permit [1]412.00$ 444.00$ 32.00$ West Urban CPI [Notes]
[1]Set per 2021 - Cost of Service Study and Fee Schedule Update. Indexed to West Region Urban CPI.
Complex Electrical Permits
Complex Plumbing Permits
Building Department Fees
Plumbing, Mechanical, and Electrical Permits - Not Associated with a Building Permit Complex Mechanical Permits
41May 24, 2022 Item #8 Page 225 of 245
Fee Name
Simple Mechanical Items:
Addition to each heating appliance, refrigeration unit, cooling unit, absorption unit, or each heating, cooling, absorption, or evaporative cooling system.
HVAC change out - existing dwelling
Air-handling unit under 10,000 CFM
Evaporative cooler
Ventilation fan connected to a single duct
Hood and duct system
Duct systems
Miscellaneous mechanical (wall furnace, condensing units, gas outlet/gas test, etc.) Other simple mechanical
Simple Electrical Items:
Receptacle, switch, and lighting outlets
Lighting fixtures
Pole or platform-mounted lighting fixtures
Theatrical-type lighting fixtures or assemblies
Appliances not exceeding one horsepower (HP), kilowatt (KW), or kilovolt-ampere (KVA), in rating Busways
Trolley and plug-in-type busways - each 100 feet or fraction thereof Signs, outline lighting, or marquees supplied from one branch circuit Services of 600 volts or less and not over 200 amperes in rating Miscellaneous apparatus, conduits, and conductors
Portable generators less than 10,000 W
Temporary power panel/service
Temporary power pole
Other simple electrical
Simple Plumbing Items:
Plumbing fixtures
Building sewer
Rainwater systems
Water heater
Industrial waste pretreatment interceptor
Water piping and/or water treating equipment
Repair or alteration of drainage or vent piping
Backflow devices
Atmospheric-type vacuum breakers
Gas test
Gas outlets
Residential remodel/repairs
Other simple plumbing
Simple Single or Combination Permits List
42May 24, 2022 Item #8 Page 226 of 245
Section 3
Development Impact Fees
43May 24, 2022 Item #8 Page 227 of 245
Fee Name Fee Type Current Fee
Level/Deposit
Proposed Fee
Level/Deposit Change Reason
Bridge & Thoroughfare District #2 - Zone 20 per ADT 2,028.00$ 2,182.00$ 154.00$ Los Angeles ENR CCI Bridge & Thoroughfare District #2 - Zone 21 per ADT 1,637.00$ 1,761.00$ 124.00$ Los Angeles ENR CCI Bridge & Thoroughfare District #2 - Zone 5 per ADT 391.00$ 421.00$ 30.00$ Los Angeles ENR CCI [Notes]
Fees subject to section 66000 of the California Government Code 44May 24, 2022 Item #8 Page 228 of 245
45May 24, 2022 Item #8 Page 229 of 245
46May 24, 2022 Item #8 Page 230 of 245
47May 24, 2022 Item #8 Page 231 of 245
Fee Name Fee Type
NotesCurrent
Fee/Deposit
Proposed
Fee/Deposit
PLDA A, Low Runoff per acre $ 6,897.00 7,421.00$
PLDA B, Low Runoff per acre $ 2,578.00 2,774.00$
PLDA C, Low Runoff per acre $ 2,502.00 2,692.00$ PLDA D, Low Runoff per acre $ 2,373.00 2,553.00$ PLDA A, Medium Runoff per acre $ 13,715.00 14,757.00$ PLDA B, Medium Runoff per acre $ 4,969.00 5,347.00$ PLDA C, Medium Runoff per acre $ 3,540.00 3,809.00$ PLDA D, Medium Runoff per acre $ 3,882.00 4,177.00$ PLDA A, High Runoff per acre $ 29,887.00 32,158.00$ PLDA B, High Runoff per acre $ 11,170.00 12,019.00$
PLDA C, High Runoff per acre $ 10,845.00 11,669.00$
PLDA D, High Runoff per acre $ 10,283.00 $ 11,065.00 Planned Local Drainage Area Fees (PLDA)
Low Runoff Potential Medium Runoff Potential High Runoff Potential CF ♦
GC ♦
L ♦
O ♦
OS ♦
P ♦
PI ♦
PI/O ♦
R ♦
R1.5 ♦
R4 ♦
R8 ♦
R15 ♦
R15/L ♦
R15/O ♦
R15/VC ♦
R23 ♦
R30 ♦
OK-TC ♦
VC ♦
VC/OS ♦
V ♦
PLDA FEE CATEGORYGeneral Plan Land
Use Designation
48May 24, 2022 Item #8 Page 232 of 245
49May 24, 2022 Item #8 Page 233 of 245
Fee Name Fee Type Current Fee
Level / Deposit
Proposed Fee
Level / Deposit Change Reason
Sewer Benefit Area Fee - Area A per EDU $ - -$ -$ Sufficient funds collected
Sewer Benefit Area Fee - Area B per EDU $ - -$ -$ Sufficient funds collected
Sewer Benefit Area Fee - Area C per EDU $ 2,568.00 2,763.00$ 195.00$ Los Angeles ENR CCI Sewer Benefit Area Fee - Area D per EDU $ 2,573.00 2,769.00$ 196.00$ Los Angeles ENR CCI Sewer Benefit Area Fee - Area E per EDU $ 3,795.00 4,083.00$ 288.00$ Los Angeles ENR CCI Sewer Benefit Area Fee - Area F per EDU $ 3,815.00 4,105.00$ 290.00$ Los Angeles ENR CCI Sewer Benefit Area Fee - Area G per EDU $ - -$ -$ Sufficient funds collected
Sewer Benefit Area Fee - Area H per EDU $ 1,119.00 1,204.00$ 85.00$ Los Angeles ENR CCI Sewer Benefit Area Fee - Area I per EDU $ - -$ -$ Sufficient funds collected
Sewer Benefit Area Fee - Area J per EDU $ - -$ -$ Sufficient funds collected
Sewer Benefit Area Fee - Area K per EDU $ 1,669.00 -$ (1,669.00)$ Sufficient funds collected
Sewer Benefit Area Fee - Area L per EDU $ - -$ -$ Sufficient funds collected
Sewer Benefit Area Fee - Area M per EDU $ 82.00 -$ (82.00)$ Sufficient funds collected Sewer Connection (General Capacity all areas plus Sewer Benefit Area Fees)per EDU $ 998.00 1,074.00$ 76.00$ Los Angeles ENR CCI 50May 24, 2022 Item #8 Page 234 of 245
Fee Name Fee Type
Notes Current
Fee/Deposit
Proposed
Fee/Deposit Change Reason
Cassia Heights (Southeast and Southwest quadrants)per unit [1]66,300.00$ 71,405.00$ 5,105.00$ West Urban CPI Tavarua Senior Affordable Apartments (Northwest quadrant)per unit [1]98,123.00$ 105,678.00$ 7,555.00$ West Urban CPI Affordable Housing Impact Fee per unit [1]2,925.00$ 2,925.00$ -$ Set by City policy Affordable Housing In-Lieu Fee (per single-family market rate unit on single-family lot)per unit [2]8,529.00$ 8,529.00$ -$ Set by City policy Affordable Housing In-Lieu Fee (residential development projects proposing two to six units), per sq. ft. of net building area per unit per sq. ft.[2]15.00$ 15.00$ -$ Set by City policy Type D - Coastal Sage Scrub per acre [1]35,577.00$ 37,036.00$ 1,459.00$ Half of San Diego CPI increase
Type E - Non-Native Grassland per acre [1]17,790.00$ 18,519.00$ 729.00$ Half of San Diego CPI increase Type F - Agricultural Land, Disturbed Land, Eucalyptus Woodland per acre [1]3,558.00$ 3,704.00$ 146.00$ Half of San Diego CPI increase
Apartment (Inside of CFD 1)per ADT [1]338.00$ 345.00$ 7.00$ Caltrans CCI or 2%,
whichever is greater (2% this year)
Apartment (Outside of CFD 1)per ADT [1]397.00$ 405.00$ 8.00$ Caltrans CCI or 2%,
whichever is greater
(2% this year)
Commercial/Industrial Cost Per Trip (Inside CFD)per ADT [1]134.00$ 137.00$ 3.00$ Caltrans CCI or 2%,
whichever is greater (2% this year)
Commercial/Industrial Cost Per Trip (Outside of CFD)per ADT [1]159.00$ 162.00$ 3.00$ Caltrans CCI or 2%,
whichever is greater
(2% this year)
Condominium (Inside of CFD 1)per ADT [1]338.00$ 345.00$ 7.00$ Caltrans CCI or 2%,
whichever is greater (2% this year)
Condominium (Outside of CFD 1)per ADT [1]397.00$ 405.00$ 8.00$ Caltrans CCI or 2%,
whichever is greater
(2% this year)
Single Family (Inside of CFD 1)per ADT [1]338.00$ 345.00$ 7.00$ Caltrans CCI or 2%,
whichever is greater
(2% this year)
Single Family (Outside of CFD 1)per ADT [1]397.00$ 405.00$ 8.00$ Caltrans CCI or 2%, whichever is greater (2% this year)
[Notes]
[1]Set per City policy
[2]Updated via City Council Resolution; effective April 1, 2022.
Traffic Impact Fees
Habitat Mitigation Fees, Per Acre
Affordable Housing Impact Fee
Affordable Housing Credit
51May 24, 2022 Item #8 Page 235 of 245
RESOLUTION NO. 2022-120
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, SETTING A PUBLIC HEARING FOR JUNE 14, 2022, FOR ADOPTION OF THE FISCAL YEAR 2022-23 OPERATING, STRATEGIC DIGITAL
TRANSFORMATION INVESTMENT PROGRAM, AND CAPITAL IMPROVEMENT PROGRAM BUDGETS; CARLSBAD'S SHARE OF THE ENCINA WASTEWATER AUTHORITY OPERATING AND CAPITAL BUDGETS; THE GANN SPENDING LIMIT FOR FISCAL YEAR 2022-23; AND CHANGES TO THE MASTER FEE SCHEDULE; AND DETERMINING THE FISCAL YEAR 2022-23 CAPITAL
IMPROVEMENT PLAN BUDGET IS CONSISTENT WITH THE GENERAL PLAN
AND APPLICABLE CLIMATE ACTION PLAN MEASURES AND ACTIONS EXHIBIT 5
WHEREAS, the City Council of the City of Carlsbad, California has received a report on the city's preliminary Operating, Strategic Digital Transformation Investment Program, and Capital Improvement Program budgets for fiscal year 2022-23 and on proposed changes to the Master Fee Schedule; and WHEREAS, prior to the adoption of the budgets, the changes to fee schedule, and other budget related documents, the City Council desires to conduct a public hearing at which oral and written presentations may be made; and
WHEREAS, the City Council desires to provide notice of the public hearing on the city's website at least 10 days in advance of the public hearing and for 10 days in a newspaper regularly published at least once a week.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as follows:
1.That the above recitations are true and correct.
2.That a public hearing is set for June 14, 2022, at 5:00 p.m., at the City of Carlsbad Council Chamber at 1200 Carlsbad Village Drive in Carlsbad, California.
3.That, at the public hearing, oral and written presentations may be made on:
a.The adoption of the fiscal year 2022-23 Operating, Strategic Digital Transformation Investment Program, and Capital Improvement Program budgets; b.The adoption of the city's share of the Encina Wastewater Authority Operating and Capital Budgets;
c.The adoption of the Gann spending limit for fiscal year 2022-23; d.The adoption of changes to the Master Fee Schedule; and May 24, 2022 Item #8 Page 236 of 245
e.The determination that the fiscal year 2022-23 Capital Improvement Plan is consistent with the General Plan and the applicable Climate Action Plan measures and actions.
4.That the City Clerk's Office is directed to publish notice of the public hearing on the city's website at least 10 days in advance of the public hearing and for 10 days in a newspaper regularly published at least once a week.
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad on the 24th day of May, 2022, by the following vote, to wit:
AYES:
NAYS:
ABSENT:
Blackburn, Bhat-Patel, Acosta, Norby.
Hall.
None.
MATT HALL, Mayor
¥ FAVIOLA MEDINA, City Clerk Services Manager
(SEAL)
May 24, 2022 Item #8 Page 237 of 245
RESOLUTION NO. 1671
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE CARLSBAD
MUNICIPAL WATER DISTRICT OF THE CITY OF CARLSBAD, CALIFORNIA, SETTING A PUBLIC HEARING FOR JUNE 14, 2022, FOR ADOPTION OF THE FISCAL YEAR 2022-23 OPERATING AND CAPITAL IMPROVEMENT PROGRAM
BUDGETS AND CHANGES TO THE MASTER FEE SCHEDULE
EXHIBIT 6
WHEREAS, the Board of Directors of the Carlsbad Municipal Water District of the City of Carlsbad, California, has received a report on the District's preliminary Operating and Capital Improvement Program budgets for fiscal year 2022-23 and on proposed changes to the Master Fee Schedule; and
WHEREAS, prior to the adoption of the budgets and the changes to the fee schedule, the Board desires to conduct a public hearing at which oral and written presentations may be made; and WHEREAS, the Board desires to provide notice of the public hearing on the City of Carlsbad's website at least 10 days in advance of the public hearing and for 10 days in a newspaper regularly published at least once a week.
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the Carlsbad Municipal Water District of the City of Carlsbad, California, as follows:
1.That the above recitations are true and correct.
2.That a public hearing is set for June 14, 2022, at 5:00 p.m., at the City of Carlsbad Council Chamber at 1200 Carlsbad Village Drive in Carlsbad, California.
3.That, at the public hearing, oral and written presentations may be made on:
a.The adoption of the fiscal year 2022-23 Operating and Capital Improvement Program budgets; and
b.The adoption of changes to the Master Fee Schedule.
4.That the Board Secretary is directed to publish notice of the public hearing on the City of Carlsbad's website at least 10 days in advance of the public hearing and for 10 days in a newspaper regularly published at least once a week.
May 24, 2022 Item #8 Page 238 of 245
PASSED, APPROVED AND ADOPTED at a Special Meeting of the Carlsbad Municipal Water District of the City of Carlsbad on the 24th day of May, 2022, by the following vote, to wit:
AYES:
NAYS:
ABSENT:
Hall, Blackburn, Bhat-Patel, Acosta, Norby.
None.
None.
MATT HALL, President
� FAVIOLA MEDINA, City Clerk Services Manager
(SEAL)
May 24, 2022 Item #8 Page 239 of 245
t2G
RESOLUTION NO. 88
A RESOLUTION OF THE BOARD OF DIRECTORS OF THE PUBLIC FINANCING
AUTHORITY OF THE CITY OF CARLSBAD, CALIFORNIA, SETTING A PUBLIC HEARING FOR JUNE 14, 2022, FOR ADOPTION OF THE FISCAL YEAR 2022-23
OPERATING AND CAPITAL IMPROVEMENT PROGRAM BUDGETS FOR THE
CROSSINGS AT CARLSBAD MUNICIPAL GOLF COURSE
EXHIBIT 7
WHEREAS, the Board of Directors of the Public Financing Authority of the City of Carlsbad, California, has received a report on the preliminary Operating and Capital Improvement Program budgets for The Crossings at Carlsbad Municipal Golf Course for fiscal year 2022-23; and WHEREAS, prior to the adoption of the budgets, the Board desires to conduct a public hearing at which oral and written presentations may be made; and WHEREAS, the Board desires to provide notice of the public hearing on the City of Carlsbad's website at least 10 days in advance of the public hearing and for 10 days in a newspaper regularly published at least once a week.
NOW, THEREFORE, BE IT RESOLVED by the Board of Directors of the Public Financing Authority of the City of Carlsbad, California, as follows:
1.That the above recitations are true and correct.
2.That a public hearing is set for June 14, 2022, at 5:00 p.m., at the City of Carlsbad Council Chamber at 1200 Carlsbad Village Drive in Carlsbad, California.
3.That, at the public hearing, oral and written presentations may be made on the adoption of the fiscal year 2022-23 Operating and Capital Improvement Program budgets.
4.That the Board Secretary is directed to publish notice of the public hearing on the City of Carlsbad's website at least 10 days in advance of the public hearing and for 10 days in a newspaper regularly published at least once a week.
May 24, 2022 Item #8 Page 240 of 245
PASSED, APPROVED AND ADOPTED at a Special Meeting of the Public Financing Authority of the City of Carlsbad on the 24th day of May, 2022, by the following vote, to wit:
AYES:
NAYS:
ABSENT:
Hall, Blackburn, Bhat-Patel, Acosta, Norby.
None.
None.
-t-V° FAVIOLA MEDINA, City Clerk Services Manager
(SEAL)
May 24, 2022 Item #8 Page 241 of 245
RESOLUTION NO. 552
A RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF CARLSBAD, CALIFORNIA, SETTING A PUBLIC HEARING fOR JUNE 14, 2022, FOR ADOPTION OF THE FISCAL YEAR 2022-23 OPERATING BUDGET OF
THE CARLSBAD HOUSING AUTHORITY
EXHIBIT 8
WHEREAS, the Community Development Commission of the City of Carlsbad, California, has received a report on the Carlsbad Housing Authority's preliminary Operating Budget for fiscal year 2022-23; and
WHEREAS, prior to the adoption of the budget, the Commission desires to conduct a public hearing at which oral and written presentations may be made; and WHEREAS, the Commission desires to provide notice of the public hearing on the City of Carlsbad's website at least 10 days in advance of the public hearing and for 10 days in a newspaper regularly published at least once a week.
NOW, THEREFORE, BE IT RESOLVED by the Community Development Commission of the City of Carlsbad, California, as follows:
1.That the above recitations are true and correct.
2.That a public hearing is set for June 14, 2022, at 5:00 p.m., at the City of Carlsbad Council Chamber at 1200 Carlsbad Village Drive in Carlsbad, California.
3.That, at the public hearing, oral and written presentations may be made on the adoption of the fiscal year 2022-23 Operating Budget.
4.That the Commission Secretary is directed to publish notice of the public hearing on the City of Carlsbad's website at least 10 days in advance of the public hearing and for 10 days in a newspaper regularly published at least once a week.
May 24, 2022 Item #8 Page 242 of 245
PASSED, APPROVED AND ADOPTED at a Special Meeting of the Community Development Commission of the City of Carlsbad on the 24th day of May, 2022, by the following vote, to wit:
AYES:
NAYS:
ABSENT:
Blackburn, Bhat-Patel, Acosta, Norby.
Hall.
None.
SCOTT CHADWICK, Secretary
(SEAL)
May 24, 2022 Item #8 Page 243 of 245
RESOLUTION NO. 2022-121
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD,
CALIFORNIA, AS THE SUCCESSOR AGENCY FOR THE CARLSBAD
REDEVELOPMENT AGENCY, SETTING A PUBLIC HEARING FOR JUNE 14, 2022, FOR ADOPTION OF THE FISCAL YEAR 2022-23 OPERATING BUDGET OF THE
SUCCESSOR AGENCY
EXHIBIT 9
WHEREAS., the City Council of the City of Carlsbad, California., as the successor agency for the Carlsbad Redevelopment Agency, has received a report on the successor agency's preliminary Operating Budget and the enforceable debt obligations of the City of Carlsbad's Redevelopment Obligation Retirement Fund for fiscal year 2022-23; and WHEREAS, prior to the adoption of the budget, the City Council desires to conduct a public hearing at which oral and written presentations may be made; and WHEREAS, the City Council desires to provide notice of the public hearing on the City of Carlsbad's website at least 10 days in advance of the public hearing and for 10 days in a newspaper regularly published at least once a week.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Carlsbad, California, as the successor agency for the Carlsbad Redevelopment Agency, as follows:
1.That the above recitations are true and correct.
2.That a public hearing is set for June 14, 2022, at 5:00 p.m., at the City of Carlsbad Council Chamber at 1200 Carlsbad Village Drive in Carlsbad, California.
3.That, at the public hearing, oral and written presentations may be made on the adoption of the fiscal year 2022-23 Operating Budget.
4.That the City Clerk's Office is directed to publish notice of the public hearing on the City of Carlsbad's website at least 10 days in advance of the public hearing and for 10 days in a newspaper regularly published at least once a week.
May 24, 2022 Item #8 Page 244 of 245
PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council ofthe City of Carlsbad on the 24th day of May, 2022, by the following vote, to wit:
AYES:
NAYS:
ABSENT:
Blackburn, Bhat-Patel, Acosta, Norby.
Hall.
None.
MATT HALL, Mayor
� �{ FAVIOLA MEDINA, City Clerk Services Manager
(SEAL)
May 24, 2022 Item #8 Page 245 of 245
FY 2022-23PRELIMINARY
OPERATING
BUDGET
TONIGHT’S PRESENTATION
•Budget overview
–Where we’ve been
–Where we’re headed
•Branch details
–Core services funded in FY 22/23
–Proposed changes
•Citywide revenues and expenditures
•Fee update
RECOMMENDED ACTION
•Accept the report
•Set public hearing for June 14, 2022
KEY DATES
May 24 Preliminary budget
June 7 Capital Improvement Program
Strategic Digital Investment Program
June 14 Public hearing to adopt budget
July 1 First day of the new fiscal year
2022-23 Budget
•Balanced (with small surplus)
•Maintains all services at current high levels
•Progress on goals
•Projected funding gap starting July 1, 2025
No annual
increase
No roll
overs
Data driven
decisions
3 FISCAL POLICIES STARTED FY 19/20
No annual
increase
No roll
overs
Data driven
decisions
3 FISCAL POLICIES STARTED FY 19/20
New
savings
$
REDUCING COSTS
Inflation
8%FY 22/23 General Fund
Maintenance &
Operations Budget
-1.8%We are here
PROJECTED GENERAL FUND
RESERVES
100%
50%
0%
June 30, 2023
Policy 40%,
$74 M
63%
Projected,
$116 M
PROJECTED GENERAL FUND RESERVES
2022-23
$116 M
41% increase
$82.5 M
2019-20
PENSION PERCENT FUNDED
11 63%
65%
67%
68%
68%
69%
70%
70%
70%
72%
73%
74%
74%
74%
75%
75%
0%10%20%30%40%50%60%70%80%
El Cajon
La Mesa
National City
Escondido
Poway
Chula Vista
San Marcos
Santee
Solana Beach
Del Mar
Vista
Lemon Grove
Encinitas
Oceanside
Carlsbad
Coronado
As of June 30, 2020
Carlsbad
New programs with ongoing
expenses
New park ranger
program
New beach
lifeguard program
2 additional
ambulances and crews
Homeless
Response Plan
New sustainability
initiatives
Clean Energy Alliance
Expanded EV charging
infrastructure
New community center
New community
garden
6 new
pickleball courts
First arena field
Expanded youth
basketball
New seniors
programs
Career online high school
Arts & Culture Plan
Cybercrime prevention
for small businesses
Citywide data management, governance and training
Diversity, Equity &
Inclusion Program
Added 16 boards,
commissions to livestream
Career online high
school
NEW PROGRAMS
•Increased transparency
•Support community values
CHANGING NEEDS
Create Maintain
1952 2022
Establish policies
Establish financing strategy
Plan communities
Build infrastructure
Manage growth
Create an excellent quality of life
Repair, replace infrastructure
Redevelop as needed
Adapt to new needs
Develop new financing strategy
Maintain an excellent quality of life
FIVE YEAR STRATEGIC PLAN
Economic Vitality
Sustainability & Natural Environment
Community Character
Quality of Life & Safety
Organizational Excellence & Fiscal Health
BRANCH SUMMARIES
•Core services included in the budget
•New programs, services proposed
•Cost savings and efficiencies gained
•Budget details
Police Department
100,000 calls for service
Investigations
100,000 calls for service
100,000 calls for service
100,000 calls for service
Security for 30 annual
events
Council Goal:Quality of Life and Safety
•1 new full-time management analyst position that will allow greater focus on police budget issues, administration of grants/MOUs/contracts, and departmental data statistics
•Health and wellness screening, reducing risk and enhancing effectiveness of employees
•Restore training cut during the COVID pandemic
Increased costs
•Cost of electricity to power police headquarters and dispatch center •Increase for school crossing guards' contract due to increased hourly wage
PROPOSED CHANGES
Cost comparison
Cost comparison
Adopted 2022 Preliminary 2023 Change ($)Change (%)
Personnel $ 38,415,458 $ 40,605,044 $ 2,189,586 6% M&O $ 3,046,274 $ 3,164,350 $ 118,076 4% Interdept $ 7,730,391 $ 7,723,463 $ (6,928)0% TOTAL $ 49,192,123 $ 51,492,857 $ 2,300,734 5% Full-Time Personnel 186.00 187.00 1.00 1%
General Fund $ 48,756,017 $ 51,102,152 $ 2,346,135 5% Special Revenue Fund $ 436,106 $ 390,705 $ (45,401)-10% TOTAL $ 49,192,123 $ 51,492,857 $ 2,300,734 5% Police Department
Fire Department
100,000 calls for service
13,837 incidents
6,456 Transports
362 rescues
25,000 preventive actions
755,672 beach-goers
2,182 fire inspections
760 Plan Reviews
480 smoke, C02
detectors
2,300 hours
BACKGROUND
RESPONSE TIMES
7 min, 30 sec
8 min, 51 sec
Target Carlsbad
74 PERMANENT FIRE STATION 7 1
2 3
4 5
6 7
•West of railroad tracks
•Estimated completion 2026-28
•Council Goal:Quality of Life and Safety
•12 new emergency medical technicians to provide more cost- effective medical care and repurpose firefighters to staff fire station 7 •Maintenance costs to retain the old ladder truck as a reserve when front line engines/truck on large scale incidents or require maintenance •Station 7 implementation costs to include one fire engine and operating expenses
•Comprehensive plan to evaluate current fire stations and prioritize future safety needs for remodels or additions
PROPOSED CHANGES
Savings & Efficiencies
•Reprioritized Fire Station 4 project to save
$5.1 million
•EMT model reduces long term labor costs
while improving coverage
Adopted
2022
Preliminary
2023 Change ($)Change (%)
Personnel $ 25,544,578 $ 28,535,003 $ 2,990,425 12% M&O $ 4,139,780 $ 4,860,083 $ 720,303 17% Interdept $ 3,837,054 $ 4,361,857 $ 524,803 14% TOTAL $ 33,521,412 $ 37,756,943 $ 4,235,531 13% Full-Time Personnel 111.00 123.00 12.00 11%
Fire Department
Public Works
•Construction Management &
Inspection
•Environmental Management
•Fleet & Facilities
•Transportation
•Utilities
Public Works
6,200 acres of preserves
30,000 households
456 vehicles
Repair 30,000 square feet
1,100 tons of debris
4.8 billion gallons
4,441 fire hydrants
95 miles of pipeline
7 million gallons a day
6,056
access holes
Council Goal:Quality of Life and Safety
•1 new temporary (5 years) full time Senior Engineer position to accelerate completion of facilities projects in the city’s Capital Improvement Program •Increase the number of residential traffic studies to address speeding and safety concerns in neighborhoods
•Additional pressure washing to keep the Village and upper seawall clean and welcoming
•A new Safe Routes to School program to facilitate more families walking and biking to school, fulfilling Climate Action Plan goals
PROPOSED CHANGES
Council Goal: Environmental Sustainability
•New environmental initiatives to reduce waste going to landfills •Proposed department name change from Environmental Management to Environmental Sustainability in keeping with Council's goal Increased costs
•Electricity costs for the city’s Faraday Administration Center •Increased cost of water due to ongoing drought and competing water needs in the state
PROPOSED CHANGES
•1 new full time Management Analyst in Utilities for operational efficiency and to assume additional financial modeling activities
•1 new full time Utility Locator position to provide utility mark-outs more efficiently and cost-effectively than through a contractor ($311,400 for a contractor compared to $116,480 for fully burdened staff;$195K less) •Reclassifying 3 positions to recognize levels of responsibility for critical management of reservoir levels and maintaining water quality and availability
–Utilities Supervisor to Utilities Superintendent
–Water Systems Operator 3 to Utilities Supervisor
–Water Systems Operator 2 to Water Systems Operator 3
PERSONNEL CHANGES
Savings & Efficiencies
•Cooperative purchasing agreements for
fleet vehicles
•1 part time position to utilize retired
annuitant's expertise and system
knowledge of recycled water, which was
formerly a full-time position
•$195K savings for utility locator full time
position compared to contractor
Adopted 2022 Preliminary 2023 Change ($)Change (%)
Personnel $23,802,251 $25,522,951 $1,720,700 7%
M&O $76,657,064 $80,673,048 $4,015,984 5%
Interdept $9,537,443 $10,318,418 $780,975 8%
TOTAL $109,996,758 $116,514,417 $6,517,659 6%
Full-Time Personnel 177.75 182.75 5.00 3%
General Fund $21,175,903 $22,339,501 $1,163,598 5%
Special Revenue Fund $1,592,492 $1,651,708 $59,216 4%
Enterprise Fund $79,165,957 $83,723,323 $4,557,366 6%
Internal Service Fund $8,062,406 $8,799,885 $737,479 9% TOTAL $109,996,758 $116,514,417 $6,517,659 6%
Public Works
Community Services
•Community Development
•Housing & Homeless Services
•Library & Cultural Arts
•Parks & Recreation
•Real Estate
Community Services
Open 17,000 hours
7,600 hours
110,000 computer sessions
800,000 materials checked out
Citywide events
40 pieces of public art
3,339 acres of parks
762 acres
500 trees
35,000 senior meals
Assist 500 people
experiencing homelessness
Assist 550 with
affordable rental housing
18,000 building
inspections
1,200 code cases
Council Goal:Quality of Life and Safety
•1 new full-time Housing Assistant position to expand Section 8 rental assistance program
•Homelessness City Council goal work program
•Convert 6.6 FTE part time lifeguard positions into 3 full time Senior Lifeguard positions; add 1 new Senior Lifeguard position so Monroe Street Pool can be open more hours
•Add 1 new temporary (5 years) Parks Planner to increase the number of new parks and park improvements that can be completed in the next five years
PROPOSED CHANGES
Council Goal:Quality of Life and Safety (cont)
•Continue senior meal services expanded during the COVID pandemic •Increase park maintenance costs to service new Buena Vista Reservoir Park, Calavera Gateway and Poinsettia Dog Park
•Restore day camps and teen programs to pre-COVID levels Council Goal: Environmental Sustainability
•Tree planting to meet goals of the Community Forest Management Plan •New beach clean-up event
•Lake Calavera Loop Trail erosion repairs
PROPOSED CHANGES
Council Goal: Community Character
•Increase funding for arts and culture programs in Carlsbad •Parks Memorial Program –increased implementation and maintenance costs •Sports field lighting maintenance so teams can gather and play after dark Increased costs
•Portable restroom service
•Water
•Utilities and chemicals for aquatics
•Parks maintenance contracts
•Environmental and hazardous waste removal
PROPOSED CHANGES
Savings & Efficiencies
•Stood up a new Housing & Homeless
Services Department
•Created stand-alone Code Enforcement
Division (formerly Building & Code
Enforcement)
•Eliminated 6.6 part-time positions to
offset 3 full time lifeguards
Adopted 2022 Preliminary 2023 Change ($)Change (%)
Personnel $27,981,908 $29,750,478 $1,768,570 6%
M&O $36,656,732 $37,544,099 $887,367 2%
Interdept $6,675,610 $7,303,218 $627,608 9%
TOTAL $71,314,250 $74,597,795 $3,283,545 5%
Full-Time Personnel 177.50 181.00 3.50 2%
General Fund $49,999,648 $49,450,171 $(549,477)-1%
Special Revenue Fund $13,016,107 $14,883,779 $1,867,672 14% Trust Fund $1,067,495 $1,068,845 $1,350 0%
Enterprise Fund $7,231,000 $9,195,000 $1,964,000 27%
TOTAL $71,314,250 $74,597,795 $3,283,545 5%
Community Services
•City Council's Office
•City Clerk’s Office
•City Attorney’s Office
•City Manager’s Office
•Communication & Engagement
•Intergovernmental Affairs
Policy & Leadership
Core Services
600 public records
requests
170 public meetings
1,000 web pages
6,056 access holes
Legislative advocacy
Legal requirement
•One-time expenses to administer
November 2022 municipal election
PROPOSED CHANGES
Savings & Efficiencies
Contract grant writer
•$73,232 spent to date
•$5,657,600 in funding for projects
Adopted 2022 Preliminary 2023 Change ($)Change (%)
Personnel $6,100,147 $6,583,649 $483,502 8%
M&O $1,690,819 $1,625,266 $(65,553)-4%
Interdept $675,636 $651,257 $(24,379)-4%
TOTAL $8,466,602 $8,860,172 $393,570 5%
Full-Time Personnel 32.00 34.00 2.00 6%
General Fund $8,121,602 $8,465,166 $343,564 4%
Special Revenue Fund $345,000 $395,006 $50,006 14%
TOTAL $8,466,602 $8,860,172 $393,570 5%
Policy & Leadership
Administrative Services
•Human Resources
•Finance
•Information Technology
•Internal Auditor
•Economic Development
•Innovation
Administrative Services
6,000 job applications
1,000 computers
Prevent nearly 1 million hacks
11,500 vendor payments
30 hours of
data analytics
& visualization
training
Legislative advocacy
35 business expansion, attraction, and retention projects
96 lamp post banners in 7 areas changed out 3 times annually
Feature 240
companies
Generate 45,000
views
Directly connect
175 job seekers
with Carlsbad
companies
Council Goal: Economic Vitality
•Expand of the banner program to four additional locations in north, central and southern Carlsbad
•Scale the pilot Life in Action Recruiter program to connect more job seekers directly with an increased number of participating companies based on skills and job fit
PROPOSED CHANGES
Council Goal: Organizational Excellence & Fiscal Health •New fraud and ethics hotline to model best practices for fiscal responsibility
•New business process improvement program to identify operation streamlining, cost avoidance, and resource efficiency opportunities •Restore COVID cuts to professional training and industry conferences
•Increase technical support to develop more data and GIS projects, and deliver them more quickly to improve operations and a create a better customer experience
PROPOSED CHANGES
Council Goal: Organizational Excellence & Fiscal Health •Change two part time administrative positions into one full time position responsible for Strategic Plan monitoring, analytics and performance measures
•Change part time technology administrator to full time Client Systems Administrator to better serve city’s IT needs
PERSONNEL CHANGES
Savings & Efficiencies
Innovation Sprints and building in-house
digital solutions
•2,365 in staff hour savings
•$225,000 in savings
In-house project management
•$140,000 savings for Domain Migration
DocuSign Automation
•Reduction of paper/mail, staff time
x
Savings & Efficiencies
•Reduced use of contractors for
recruitments
FY 19-20 $240,000 in savings
FY 20-21 $120,000 in savings
FY 21-22 $120,000 in savings
x
Administrative Services
Adopted 2022 Preliminary 2023 Change ($)Change (%)
Personnel $13,503,933 $15,990,283 $2,486,350 18%
M&O $19,414,145 $20,479,791 $1,065,646 5%
Interdept $1,018,008 $1,366,176 $348,168 34%
TOTAL $33,936,086 $37,836,250 $3,900,164 11%
Full-Time Personnel 52.00 56.00 4.00 8%
General Fund $12,424,907 $14,070,699 $1,645,792 13%
Internal Service Fund $21,511,179 $23,765,551 $2,254,372 10% TOTAL $33,936,086 $37,836,250 $3,900,164 11%
Projected revenues and
proposed expenditures
Zach Korach
Finance Director
Enterprise
$89.6
26%
Fiduciary
$0.5
0%
General
$198.8
59%
Internal Service
$33.1
10%
Special Revenue
$17.9
5%
CITYWIDE REVENUES
$339.8 million
CITYWIDE REVENUES
Fund
Estimated Budgeted $%
2021-22 2022-23 Change Change
General Fund $204.9 $198.8 $(6.2)-3.0%
Special Revenue 18.7 17.9 (0.7)-4.0%
Enterprise 84.8 89.6 4.7 5.6%
Internal Service 30.5 33.1 2.6 8.4%
Successor Agency Housing Trust 1.1 0.5 (0.6)-52.2%
Total $340.0 $339.8 $(0.1)0.06%
CITYWIDE EXPENSES
Enterprise
$92.9
27%
Fiduciary
$1.1
0%
General
$198.3
58%
Internal Service
$32.6
10%
Special Revenue
$17.3
5%
$342.2 million
By Fund Type
(In Millions)
Budget Budget $%
2021-22 2022-23 Change Change
General Fund $184.6 $198.3 $13.7 7.4%
Special Revenue 15.4 17.3 1.9 12.3%
Enterprise 86.4 92.9 6.5 7.5%
Internal Service 29.6 32.6 3.0 10.1%
Successor Agency Housing Trust 1.1 1.1 -0.0%
Total $317.1 $342.2 $25.1 7.9%
CITYWIDE EXPENSES
GENERAL FUND REVENUE SOURCES
Property Tax
41%
Sales Tax
25%
Transient Occupancy
Tax
14%
Franchise Taxes
4%
Business License Tax
3%
Development
Revenues
1%
All Other Revenue
12%
$198.8 million
Estimated Budgeted $%
2021-22 2022-23 Change Change
Property Tax $79.7 $81.5 $1.8 2.3%
Sales Tax 50.3 49.1 (1.2)-2.4%
Transient Occupancy Tax 28.1 28.8 0.7 2.5%
Franchise Taxes 6.2 7.0 0.7 11.4%
Business License Tax 6.8 6.2 (0.6)-8.6%
Development Revenues 3.7 2.9 (0.9)-23.5%
All Other Revenue 30.0 23.3 (6.7)-22.4%
Total $204.9 $198.8 $(6.2)-3.0%
GENERAL FUND REVENUES
GENERAL FUND SPENDING OVERVIEW
This year Next year
+ 3% Saving for future costs
+ 4% new spending
Inflation
GENERAL FUND EXPENDITURES BY TYPE
Personnel
62%
Maintenance &
Operations
30%
Capital Outlay
1%
Transfers
7%
44% Public Safety
$88.9 Million
25% Community Services
$49.5 Million
7% Administrative Services
$14.1 Million
4% Policy & Leadership
$8.5 Million
8% Non-departmental
$15.1 Million
11% Public Works
$22.3 Million
$198.4 Million
GENERAL FUND EXPENDITURES BY AREA
By Expenditure Type
(In Millions)
Budget Budget $%
2021-22 2022-23 Change Change
Personnel, gross $116.2 $ 126.0 $9.8 8.4%
Vacancy Savings -(2.0)(2.0)0.0%
Personnel 116.2 124.0 7.8 6.7%
Maintenance &Operations 60.3 59.2 (1.1)-1.8%
Capital Outlay 0.9 1.5 0.6 71.9%
Transfers 7.1 13.6 6.5 90.3%
Subtotal $184.5 $198.3 $13.8 7.5%
GENERAL FUND EXPENDITURES
NEW FULL TIME POSITIONS
•24 new full-time positions
–2 are temporary full-time
–71% are new police, fire and
lifeguard positions
•The equivalent of 5.9 full-time positions
are being eliminated
•Net increase of 18
NEW FULL-TIME POSITIONS
Public Safety Temporary
Lifeguards
Housing
Utilities IT
Strategic Plan Analyst
$-
$50,000.00
$100,000.00
$150,000.00
$200,000.00
$250,000.00
FY20 FY21 FY22 FY23 FY24 FY25 FY26
Projected revenue Projected expenditures
GENERAL FUND 5-YEAR FORECAST
GENERAL FUND 5-YEAR FORECAST
$185,000
$190,000
$195,000
$200,000
$205,000
$210,000
$215,000
$220,000
$225,000
$230,000
FY23 FY24 FY25 FY26 FY27(Thousands)Projected spending
Projected revenue
We are here
$(6,000)
$(5,000)
$(4,000)
$(3,000)
$(2,000)
$(1,000)
$-
$1,000
$2,000
$3,000
$4,000
FY23 FY24 FY25 FY26 FY27
(Thousands)Fiscal Year
PROJECTION
$3.5 million
$460,000 $800,000
-$2.8 million
-$5 million
July 1, 2022
We are here
July 1, 2025
36 months
from now
ENTERPRISE FUNDS
•Water, sewer, solid waste, golf course
•Different revenue sources (fees)
•Less volatility
•Ability to use fund balances
ENTERPRISE FUND OVERVIEW
$89.6 million $92.9 million
Revenue Expenditures
$52 million
fund balance
Fee Updates
•Increases proposed in development impact
fees, solid waste fees, traffic impact fees, and
ambulance fees based on the associated
index and municipal code
•Library late fees eliminated
2022-23 Budget
•Questions and feedback
•Set the public hearing for June 14, 2022
Questions
Personnel
PERSONNEL HISTORY
PERSONNEL HISTORY
PERSONNEL HISTORY
66 68 68 67
57 59 60 62
0 10
20 30
40 50
60 70
80 90
100
15 year 10 year 5 year Proposed
PERSONNEL COSTS
As a % of total General Fund expenditures
As a % of total General Fund revenues
Department personnel requests
“What do you need to execute fully core services, City Council goals, new mandates and the Community Vision?
0 20
40 60
80 100
120
Requested Proposed
102
24 76% reduction
Proposed personnel additions
54%
4%4%
17%
4%
4%
8%4%Public Safety
IT
Data
Lifeguards
Park Planner (temp)
Senior Engineer (temp)
Utilities
Housing
66 68 68 67
57 59 60 62
0 10
20 30
40 50
60 70
80 90
100
15 year 10 year 5 year Proposed
Personnel costs
As a % of total General Fund expenditures
As a % of total General Fund revenues
NEW POSITIONS BY TYPE
LAST 5 YEARS
Public Safety, Police, Fire, Rangers,
Lifeguards, Emergency Preparedness, 38
Public Works, Transportation,
Environmental Management, Utilities 19.9
Technology, HR, Finance, Economic
Development, Data Analytics, 16
Community Development, Parks &
Recreation, Library & Cultural Arts, 10.75
Policy & Leadership, Public Records,
Communication & Engagement, 6.25
Management
25%
NEW POSITIONS BY TYPE
LAST 5 YEARS
Non-management
75%
600
620
640
660
680
700
720
740
760
780
800
$-
$20,000,000
$40,000,000
$60,000,000
$80,000,000
$100,000,000
$120,000,000
$140,000,000
$160,000,000
$180,000,000
$200,000,000
FY07-08 FY08-09 FY09-10 FY10-11 FY11-12 FY12-13 FY13-14 FY14-15 FY15-16 FY16-17 FY17-18 FY18-19 FY19-20 FY20-21 FY21-22 (Budget)
General Fund Revenues General Fund Expenditures Transfers FTE
HISTORICAL TRENDS
Full time positions
693 704.75
747.75 747.75
782.75
600
650
700
750
800
850
900
FULL TIME POSITIONS
LAST 5 YEARS
13% increase
over 5 years
2018 2019 2020 2021 2022
Pension
CalPERS pension liability
177
CalPERS payment schedule
178
CalPERS investment returns
179
-30.0%
-20.0%
-10.0%
0.0%
10.0%
20.0%
30.0%
FY02 FY04 FY06 FY08 FY10 FY12 FY14 FY16 FY18 FY20Annual Investment ReturnsAnnual Investment Return Current Discount Rate
Fiscal Year
21-22 Approved $6.4 million to reduce unfunded liability 20-21 Approved $10 million to reduce unfunded liability 19-20 Approved fiscal policy updates
18-19 Approved $20 million to reduce unfunded liability 17-18 Approved $11 million to reduce unfunded liability 16-17 Approved $9 million to reduce unfunded liability
11-12 Established 2nd Benefit Tier at 2% @ 60
Carlsbad’s Pension Actions
Majority of Carlsbad
workforce now in most
cost-effective tier
181
2014
2021
Original “Classic”
City pension reform
State pension reform
REDUCED PENSION COSTS
RETIREMENT BENEFITS
IMPACT OF INVESTMENT RETURNS
CalPERS investment earnings
City contribution
Employee contribution
City must cover shortfall if investment
earnings fall short
CARLSBAD’S PENSION BENEFIT TIERS
183
545
34 36
289
84 343
0 100
200
300
400
500
600
Tier 1 Tier 2 Tier 3Number of EmployeesMay 2014 May 2021 ITEM 1: FINANCIAL STATUS
CALPERS UNFUNDED LIABILITY
AND FUNDED RATIO
184
62%
64%
66%
68%
70%
72%
74%
76%
78%
80%
82%
84%
$-
$50,000,000
$100,000,000
$150,000,000
$200,000,000
$250,000,000
2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
Unfunded Liability Funded Status
ITEM 1: FINANCIAL STATUS
CALPERS LIABILITY
COUNTY COMPARISONS
185
0%
10%
20%
30%
40%
50%
60%
70%
80%
$-
$50,000,000
$100,000,000
$150,000,000
$200,000,000
$250,000,000
$300,000,000
$350,000,000
$400,000,000
Carlsbad Del Mar Encinitas Escondido Oceanside Poway San Marcos SolanaBeach Vista Chula Vista Coronado El Cajon La Mesa LemonGrove NationalCity Santee Unfunded Liability and Funded Ratio (as of June 30, 2020) Unfunded Liability Funded Status
Forecast