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HomeMy WebLinkAbout2025-02-25; City Council; 08; Strategic Plan UpdateCA Review CKM Meeting Date: Feb. 25, 2025 To: Mayor and City Council From: Geoff Patnoe, City Manager Staff Contact: Jason Haber, Intergovernmental Affairs Director Jason.haber@carlsbadca.gov, 442-339-2958 Subject: Strategic Plan Update Districts: All Recommended Action Receive an update on progress made toward the goals of the Carlsbad Strategic Plan 2023-2027, an update on city finances and an overview of strategic actions planned to occur through fiscal year 2025-26 and provide feedback to staff. Executive Summary This item presents a progress report on the goals and objectives of the city’s 5-year Strategic Plan, an update on current and forecasted city finances, and a summary of the strategic actions planned to occur over the coming year. This item provides an opportunity for the City Council to provide feedback that will inform the development of the city’s fiscal year 2025-26 budget and the annual work plan that supports the 5-year Strategic Plan. Explanation & Analysis The City Council adopted the Carlsbad Strategic Plan 2023-2027 on Oct. 11, 2022. (Resolution No. 2022-245, Exhibit 1) The plan’s purpose is to: 1. Establish a common vision that will help align city policies, day-to-day operations, and resources with the community’s most important values, needs and aspirations 2. Build momentum for major goals by maintaining a focused effort over multiple years 3. Identify agreed upon priorities, timelines and performance measures In consideration of the core values that make up the Carlsbad Community Vision, the City Council identified five areas of focus for its Strategic Plan: • Community Character: Maintain Carlsbad’s unique community character • Quality of Life & Safety: Prioritize the safety and well-being of the community • Sustainability & Natural Environment: Protect the environment and natural resources • Economic Vitality: Foster a healthy economy • Organizational Excellence & Fiscal Health: Be a model for effective and efficient local government Feb. 25, 2025 Item #8 Page 1 of 82 The strategic plan includes high-level goals, strategic objectives, priority projects and service commitments that support the Carlsbad Community Vision. Specific work plans and resource allocations are developed each year and included in the city’s annual budget. The Carlsbad Strategic Plan Mid-Point Progress Report, provided as Exhibit 2, details how city staff have implemented the City Council’s policy direction and provides a summary of the strategic actions planned to occur over the coming year. Staff continuously monitor the city’s progress toward achieving the adopted goals and have developed a dashboard to track and display the city’s progress, with a focus on key performance indicators. This dashboard can be accessed on the city website at carlsbadca.gov/city-hall/city-council/strategic-plan. The Strategic Plan is intended to enable the city to maintain a consistent focus to build the momentum needed to achieve results. However, the city operates in a dynamic environment and must take into account unanticipated needs, changing economic conditions, community priorities and emergencies, all of which could require a change in focus or the reallocation of resources. The City Council may direct staff to reprioritize elements of the Strategic Plan at any time during the five-year implementation period, with the understanding that city staff will inform the City Council of how any proposed changes could affect the achievement of the five priority goals. This item provides the City Council with an opportunity to review the plan’s progress and provide direction on any adjustments and refinements regarding the strategic actions planned to occur over the coming year. Staff will propose an annual work plan and fiscal year 2025-26 budget later this year that will advance the goals and objectives of the 5-year Strategic Plan, consistent with the City Council’s direction. Community Engagement Nearly 1,700 people participated in the public input process leading up to the City Council’s adoption of the Carlsbad Strategic Plan. City staff designed and implemented a public involvement strategy with three main ways to engage with community members, an online survey, an online idea wall and a virtual workshop. This strategy generated 1,544 survey responses and 800 idea wall comments and attracted 95 workshop participants. Community input was compiled, analyzed, and presented to the City Council in the 5-Year Strategic Plan Public Input Report, which is included as an appendix to the strategic plan. Fiscal Analysis An accelerated economic recovery from the COVID-19 pandemic coupled with unprecedented inflation sustained by consumer demand contributed to the city’s General Fund ending fiscal year 2022-23 and 2023-24 with a healthy surplus. The combined impact of budget reduction efforts in fiscal year 2023, 2024 and 2025, and the larger-than-anticipated surpluses positively impacted the General Fund’s 10-year forecast. The projected deficit is now not anticipated to occur until fiscal year 2030-31. However, the city is still facing economic uncertainty, previously from extreme inflationary increases since 2021 that have added pressure to the budget and most recently from the new Feb. 25, 2025 Item #8 Page 2 of 82 administration’s direction as businesses and organizations work to understand the impacts of new policies and rules being put in place. The city’s progress on the various goals, objectives, projects and services outlined in the strategic plan will continue to be subject to the actual amount of funds available and appropriations authorized by the City Council each year in the annual budget. Any potential actions taken to add or accelerate projects or initiatives in the plan will require a fiscal impact analysis and be incorporated into the fiscal year 2025-26 preliminary budget for the City Council’s consideration. Next Steps Staff will present the preliminary fiscal year 2025-2026 budget to the City Council for its review on May 20, 2025. Environmental Evaluation In keeping with Public Resources Code Section 21065, this action does not constitute a project within the meaning of the California Environmental Quality Act in that it has no potential to cause either a direct physical change in the environment or a reasonably foreseeable indirect physical change in the environment and therefore does not require environmental review. Exhibits 1. Carlsbad Strategic Plan 2023-2027 2. Carlsbad Strategic Plan Mid-Point Progress Report Feb. 25, 2025 Item #8 Page 3 of 82 Exhibit 1 Feb. 25, 2025 Item #8 Page 4 of 82 1 TABLE OF CONTENTS INTRODUCTIO N 2 ABOUT THIS PLAN 2 STRATEGIC PLANNING PROCESS 3 PLAN STRUCTURE 4 SUCCESSFUL IMPLEMENTATION 5 TRANSPARENCY & ACCOUNTABILITY 6 CARLSBAD COMMUNITY VISION 7 CORE SERVICES 8 2023 -2027 STRATEGIC GOALS 9 GO AL 1: CO MMU N IT Y CH AR ACTE R GO AL 2 : Q U AL ITY O F L IFE AN D SAFE TY GO AL 3 : SU ST AIN AB IL IT Y AND T HE N ATU R AL E N V IRO N ME NT GO AL 4 : E CO NO MIC V IT AL ITY GO AL 5 : O R GAN IZ AT IO N AL EX CE L LE N CE AND FISCAL H E AL T H APPENDICES 22 COMMUNITY INPUT REPORT EXISTING POLICIES & PLANS ONGOING CAPITAL PROJECTS DEPARTMENT OVERVIEWS Feb. 25, 2025 Item #8 Page 5 of 82 2 INTRODUCTION The City of Carlsbad is ideally situated in north San Diego County, where a great climate, beautiful beaches and lagoons, and abundant natural open space combine with world-class resorts, a thriving and diverse business community, and well planned neighborhoods to create the ideal California experience. Covering nearly 40 square miles and home to about 115,000 residents, the City of Carlsbad is governed by a five- person City Council who, along with a dedicated workforce led by a professional City Manager, work toward one key purpose: To enhance the lives of all who live, work and play in our city by setting the standard for providing top quality, efficient local government services. ABOUT THIS PLAN The purpose of this strategic plan is to focus city resources to fulfil the Carlsbad community’s vision for the future. For many years, the Carlsbad City Council engaged in an annual goal-setting process to identify high priority projects and initiatives toward this end. In 2021, the City Council decided to instead create a 5- Year Strategic Plan to accomplish several important objectives: Focus The City Council understands that if everything is a priority, then nothing is. Choosing five goals for a five-year period allows resources to be focused, increasing results. Momentum Provide clear and consistent policy direction to city staff, enabling the momentum needed to achieve major goals important to the Carlsbad community. Alignment Create better alignment between City Council policy direction and the operational realities of day to day city operations. Connection Connect everything the city does to the fulfilment of the community’s vision, from core services to major construction projects to aspirational policy goals. Accountability Identify key indicators of success that are measurable and transparent. Feb. 25, 2025 Item #8 Page 6 of 82 3 STRATEGIC PLANNING PROCESS The City of Carlsbad engaged The Centre for Organization Effectiveness to assist with the development of the strategic plan. To create the plan, the city took an inclusive approach by inviting a wide range of stakeholders to provide input at multiple milestones during the process. Feb. 25, 2025 Item #8 Page 7 of 82 4 PLAN STRUCTURE The 5-Year Strategic Plan includes high level goals, objectives, projects and service commitments that support the Carlsbad Community Vision. Specific work plans and resource allocations are developed each year and included in the city’s annual budget. Aspirational statement that supports one or more of the community values in the Carlsbad Community Vision Capital Improvement Program (major construction) projects that support goals Major initiatives/areas of focus to achieve the goal Day to day city services that will continue to be provided at a high level to achieve the goal Indicators of success. Things that can be measured to show progress Feb. 25, 2025 Item #8 Page 8 of 82 5 SUCCESSFUL IMPLEMENTATION This success of this strategic plan depends on everyone involved understanding their roles in realizing the city’s goals over the next five years. City Council Provides policy direction, allocates sufficient resources, and limits competing direction that could divert attention from the five goals. Adopts annual budget and work plan that supports 5-Year Strategic Plan. Boards, Commissions & Committees Understand the five goals of the strategic plan and create and implement annual work plans to support them. City Manager Aligns and deploys resources to achieve the goals of the strategic plan. Ensures all city employees understand how their work supports the 5-Year Strategic Plan. Notifies City Council if adjustments are needed due to unforeseen events and resource constraints. Informs the City Council if new direction could interfere with achieving the goals of the 5-Year Strategic Plan. Tracks and reports status of key performance indicators and makes operational adjustments as needed to ensure measures will be achieved. City workforce Understands how their day to day work supports the 5-Year Strategic Plan. Alerts supervisors of opportunities to increase alignment with the plan goals and potential roadblocks so they can be overcome. Community members Learn about the 5-Year Strategic Plan and provide ongoing feedback that will help ensure the five goals are achieved. Engage in the annual budget process to monitor progress and help guide short term priorities for alignment with five goals. Feb. 25, 2025 Item #8 Page 9 of 82 6 TRANSPARENCY & ACCOUNTABILITY Alignment with the City Council 5-Year Strategic Plan will become an integral part of everything the city does, highlighted through the following: Public dashboard City staff will develop a digital dashboard to track and display progress on strategic plan goals, with a focus on key performance indicators. This dashboard will be available on an ongoing basis and highlighted during the annual budget process. Annual budget process During the annual budget process, the City Council will have an opportunity to review the plan’s progress and provide direction on any adjustments and refinements desired, keeping in mind the importance of remaining focused and building momentum around the goals identified in the plan. City staff will propose a work plan and budget each year that focuses on the goals of the 5-Year Strategic Plan. Goal visibility City staff will highlight strategic plan goals in staff reports and presentations to the City Council and its boards, commissions and committees. This will help reinforce alignment between the day to day work and the 5-Year Strategic Plan and demonstrate to the public how city resources are supporting the plan. Adaptation The 5-Year Strategic Plan is intended to provide consistent focus on five key goals to build the momentum needed to achieve results. However, the city operates in a dynamic environment and must take into account unanticipated needs, changing community priorities and emergencies, all of which could require a different allocation of resources. As such, the City Council may direct staff to update its strategic plan during the five-year implementation period, with the understanding that city staff will inform the City Council of how any updates could affect the achievement of the five priority goals. Feb. 25, 2025 Item #8 Page 10 of 82 7 CARLSBAD COMMUNITY VISION Carlsbad is guided by nine core values that make up the community’s vision for the future. These values were identified over 10 years ago through a collaborative process with the community and have been reaffirmed over the years through regular check-ins and ongoing community engagement. Feb. 25, 2025 Item #8 Page 11 of 82 8 CORE SERVICES The city fulfills its purpose and supports the Community Vison every day through the collective work and contributions of the city workforce who focus on the core services and functions of municipal government. Even with the best strategic plan, the City of Carlsbad would not be the city it is today without a firm commitment to providing these core services at a very high level of quality. And, from a resource perspective, these ongoing services represent the vast majority of the city’s annual budget. Without this attention to high quality work and dedicated employees, those who live, work, and play in Carlsbad would not be able to enjoy the parks, trails, open space, libraries, arts, clean and safe water, well-maintained streets, and the peace of mind knowing they are safe. This plan is focused on achieving five goals over the next five years, and those goals are described in the pages ahead. Ongoing core services and major projects that support the goals are included in each section, along with new initiatives. By including new and ongoing work, this plan helps connect everything the city does, creating more alignment and enabling momentum to build around those things most important to the community. Even with the best strategic plan, the City of Carlsbad would not be the city it is today without a firm commitment to providing the highest level of service Even with the best strategic plan, the City of Carlsbad would not be the city it is today without a firm commitment to providing the highest level of service Feb. 25, 2025 Item #8 Page 12 of 82 9 2023 -2027 STRATEGIC GOALS The Carlsbad City Council has endorsed the Strategic Goals, Objectives, Capital Improvement Projects and Core Services to be prioritized over the next five years. Progress on specific projects and objectives, ongoing service levels, and a variety of Key Performance Indicators, will be tracked and reported on to demonstrate achievement of the Strategic Goals. In 5 years … Even though the city has grown and changed, residents agree that it still has the small- town beach community character and connectedness that made them want to live here in the first place. Diverse community members of all ages enjoy participating in the wide array of programs and events offered by the city, where they run into neighbors, meet new friends and, mostly importantly, feel welcome and included. Key performance indicators _____________________________________________________________  Resident responses to survey questions related to community character  Participation in civic engagement opportunities  Participation in city library, arts and recreation programs and events  Number of volunteer hours Strategic objectives _______________________________________________________________________ 1 Work with the community to develop a new approach to maintain quality of life while managing growth in Carlsbad, consistent with state law. 2 Develop objective design standards for multifamily housing throughout the city. 3 Create opportunities for more affordable housing in Carlsbad by implementing the policies and programs in the 2021-2029 Housing Element. 4 Work with the San Diego Association of Governments and the North County Transit District to prioritize, determine costs, and work with state and federal representatives to seek funding for preliminary design and technical studies for lowering the railroad tracks in the Village. 5 Develop, implement and promote programs that enhance wellness, socialization, inclusion and active living. Feb. 25, 2025 Item #8 Page 13 of 82 10 6 Implement the policies and programs in the following city plans based on annual budget appropriations by the City Council: Age-Friendly Action Plan Arts & Culture Master Plan Carlsbad General Plan Local Coastal Program Homeless Goal Work Plan Parks & Recreation Master Plan Library Strategic Plan Trails Master Plan Village and Barrio Master Plan Homeless Response Plan Priority Projects __________________________________________________________ The city expects to complete the following work on Capital Improvement projects to support this goal through 2027: • Complete design work for the Monroe Street Pool Renovation and Replacement Project • Complete design and permitting for the South Carlsbad Boulevard Realignment between Manzano Drive and Island Way • Complete conceptual design for the South Carlsbad Coastline Project • Complete plans, specifications, bidding and construction of Veterans Memorial Park • Complete conceptual design/master plan and permitting for Robertson Ranch Community Park • Complete conceptual design/master plan for Business Park Recreational Facility (Zone 5 Park) • Complete design and construction of a community garden at Stagecoach Community Park • Complete the installation of additional pedestrian lighting throughout the Village as part of the Carlsbad Village Lighting Study • Complete a feasibility study to make Tyler Street in the Barrio one-way • Complete construction of five new traffic circles and other traffic calming measures in two other intersections in the Barrio • Complete a feasibility study for turning part of Grand Avenue into a pedestrian only “Grand Promenade” • Enhance existing crosswalks on Carlsbad Boulevard between Mountain View Drive and Tamarack Avenue • Begin construction of walking, biking and traffic improvements (includes a roundabout at the intersection of Cannon Road and Carlsbad Boulevard), and a new blufftop gathering area in the Terramar area • Implement a new intelligent parking program in the Village • Initiate the installation of new pedestrian lighting along main sidewalks in the Barrio • Enhance bike lanes by adding green paint to conflict areas at various locations citywide including Carlsbad Boulevard, La Costa Avenue, Cannon Road and Jefferson Street • Audio-visual upgrade/replacement for Schulman Auditorium and Cannon Gallery Feb. 25, 2025 Item #8 Page 14 of 82 11 Core services _____________________________________________________________________________ The city will maintain the following high levels of service annually in support of this goal: • Maintain 432 acres of community parks and special use areas, and 51 miles of open space trails • Provide a diverse array of affordable recreation, library and arts programs, classes and events for all ages • Operate four community centers and a senior center, open a total of approximately 17,000 hours annually • Operate two aquatic centers with programming for all ages and abilities • Host special events throughout the year to bring the community together • Maintain three library locations, open a total of 7,600 hours annually • Circulate over 800,000 library materials annually • Manage a rental assistance program serving 600 lower income households • Provide 35,000 meals via the senior nutrition program annually • Address approximately 1,200 code enforcement cases annually, including those related to public safety • Process an average of 4,500 building permits and conduct over 18,000 building inspections each year Feb. 25, 2025 Item #8 Page 15 of 82 12 In 5 years … The City of Carlsbad remains one of the safest cities in the region due to new investments in fire and emergency medical services and a well-equipped and highly trained Police Department that enjoys excellent relationships with the community. Critical infrastructure like roads and pipes are well-maintained, while parks, community centers, libraries and other facilities reflect the community’s high standards. Key performance indicators _____________________________________________________________  Resident responses to survey questions related to safety, quality of life, city services and amenities  Carlsbad crime statistics  Emergency response times  Condition of city assets like roads, parks and buildings  Indicators to be identified in an updated Homeless Response Plan that show progress addressing homelessness, such as: o Number of persons placed in temporary or permanent housing o Number of persons who received services Strategic objectives _______________________________________________________________________ 1 Enhance the quality of life for everyone in Carlsbad by adopting and implementing an updated Homeless Response Plan that addresses the complex needs of individuals experiencing, or at risk of experiencing homelessness in a compassionate and effective manner and reduces the impacts of homelessness on the community. 2 Foster strong relationships between community members and members of the Police Department, including the formation of a community-police engagement commission. 3 Bring Fire Department up to Standards of Cover to ensure the city is prepared to meet the community’s changing fire and emergency medical needs. 4 Manage, maintain and enhance the city’s roadway to provide a safe, efficient and cost-effective multi-modal transportation system. Feb. 25, 2025 Item #8 Page 16 of 82 13 5 Implement the policies and programs in the following city plans based on annual budget appropriations by the City Council: Age-Friendly Action Plan Asset Management Master Plan Carlsbad General Plan Community Development Block Drainage Master Plan Grant Consolidated Plan Fire Department Standards of Coverage Homelessness Goal Work Plan Homeless Response Plan Parks & Recreation Department Master Plan Public Housing Authority Plan Recycled Water Master Plan San Diego County Multi-Jurisdictional Hazard Mitigation Plan SCADA Master Plan Urban Water Management Plan Wastewater Master Plan Water Master Plan Priority projects __________________________________________________________________________ The city expects to complete the following work on Capital Improvement projects to support this goal through 2027: • Complete Palomar Airport Road and College Boulevard Improvements • Complete traffic calming project on Tamarack Avenue from Skyline Avenue to Adams Street • Complete traffic calming projects at various locations in the city including Victoria Avenue, Monroe Street, Highland Drive, Nueva Castilla, Celinda Drive, Circulo Sequoia, Park Drive, Hummingbird Road and Black Rail Road per the Carlsbad Residential Traffic Management Program • Complete El Camino Real widening from o Poinsettia Lane to Camino Vida Roble o Arenal Road to La Costa Avenue o Sunny Creek Road to Jackspar Drive • Complete reconfiguration of right turn lane from northbound El Camino Real to eastbound Alga Road. • Initiate construction to repair and upgrade beach access stairs and upper sidewalk between Pine and Tamarack avenues • Initiate projects as part of the Utility Undergrounding Program, in coordination with San Diego Gas & Electric and other utility providers • Complete Avenida Encinas Coastal Rail Trail and pedestrian improvements • Complete design of Carlsbad Boulevard and Tamarack Avenue pedestrian improvements • Initiate project to improve Americans with Disabilities Act beach access from Pine to Tamarack avenues • Complete Avenida Encinas and Palomar Airport Road pedestrian improvements • Initiate design of Carlsbad Boulevard pedestrian lighting improvements between Tamarack Avenue and State Street, in coordination with SDG&E • Complete design of La Costa Avenue traffic improvements • Complete Melrose Drive right turn lane to westbound Palomar Airport Road • Complete traffic signal modifications at Maverick Way and Camino De Los Coches • Evaluate new intersection control at Camino De Los Coches and La Costa Avenue Feb. 25, 2025 Item #8 Page 17 of 82 14 • Complete improvements to Christiansen Way • Complete design of Valley Street traffic calming between Magnolia and Chestnut avenues • Complete design of Chestnut Avenue complete street improvements between Valley Street and Pio Pico Drive • Complete design of Chestnut Avenue complete street improvements between I-5 and the railroad tracks • Complete design of street improvements for State Street and Grand Avenue • Complete construction of Fire Station 2 • Complete construction of temporary Fire Station 7 • Identify site and complete preliminary design for permanent Fire Station 7 • Complete the design of new walking, biking and traffic improvements on Valley Street between Magnolia and Chestnut avenues • Begin construction of walking, biking and traffic improvements on Kelly and Park drives by Kelly Elementary School and initiate Safe Routes to School program • Complete Local Roadway Safety Plan and start implementation • Complete construction of retaining wall, drainage and street improvements on Park Drive from Bayshore Drive to just west of Marina Drive • Work to expand homeless shelter capacity at La Posada de Guadalupe Core services _____________________________________________________________________________ The city will maintain the following high levels of service annually in support of this goal: • Respond to approximately 100,000 police calls for service annually with a response time for priority one calls that is lower than the national average of six minutes • Maintain a 24/7 dispatch center that answers approximately 36,000 9-1-1 calls annually • Complete investigations for violent crimes, property crimes, fraud and financial crimes, auto theft, juvenile crime, elder abuse and child abuse • Provide canine units, bicycle patrol, crisis negotiations, bilingual services, and mental health assistance teams • Participate in regional task forces that focus on narcotics and gangs • Provide school resource officers to middle and high schools • Provide rangers to protect safety in parks, on beaches and city trails • Maintain a SWAT capability that assists with high-risk situations • Support public safety at approximately 30 special events annually • Inform the community about crime prevention, fire prevention and traffic safety including educating the public on e-bike safety • Respond to about 14,000 Fire Department incidents and transport about 6,500 patients to local hospitals for care • Perform over 350 beach rescues annually while also providing about 25,000 actions aimed at preventing beach emergencies to the more than 750,000 visitors to Carlsbad beaches Feb. 25, 2025 Item #8 Page 18 of 82 15 • Conduct over 3,500 fire inspections to limit the community’s risk through preventive actions • Complete over 750 plan reviews for fire prevention • Supply and maintain 4,441 fire hydrants citywide • Provide homeless response services including social worker and housing placement services, hotel vouchers, and encampment cleanups • Maintain over 450 city-owned fleet vehicles so city services run seamlessly • Repair over 30,000 square feet of sidewalk and asphalt annually • Maintain 350 miles of streets • Maintain 342 acres of community parks and special use areas • Provide 4.8 billion gallons of drinking water to more than 30,000 homes and businesses each year with 455 miles of pipeline, 17 pressure zones, 71 pressure regulating stations, three pumping stations, 14,369 valves and over 30,000 potable meters • Manage the recycled water system’s three storage tanks, four pump stations, three pressure reducing stations, five pressure zones, 95 miles of pipelines, 815 valves, 961 meters and water recycling plant • Manage a sewage collection system that includes 11 wastewater lift stations and wet wells, 265 miles of mainlines and 6,056 access holes Feb. 25, 2025 Item #8 Page 19 of 82 16 In 5 years … Thanks to the city’s strategic approach to environmental sustainability, Carlsbad is seen as a model for how to leverage partnerships and innovation to achieve climate and environmental goals. City residents and businesses feel supported in their own environmental sustainability efforts, whether it’s complying with new mandates or taking advantage of opportunities to go above and beyond. As a result, the city has met or exceeded goals for eliminating greenhouse gas emissions, reducing what goes to landfills, keeping creeks, lagoons and the ocean clean, and protecting native habitat and natural open space. Key performance indicators _____________________________________________________________  Greenhouse gas emissions  Lagoon and ocean water quality  Reduction in materials going to the landfill  Community compliance with environmental regulations  Acres of habitat managed, restored and preserved  Percentage of the city fleet powered by hybrid or electric vehicle technology  Percentage of energy for city operations using clean sources Strategic objectives _______________________________________________________________________ 1 Research and evaluate a Climate Adaptation/Sustainability Plan to address the impacts of climate change, including but not limited to extreme heat, drought, erosion, flooding and wildfire. 2 Transform roadways and implement programs that provide options to move around Carlsbad, such as walking and biking, that reduce the city’s greenhouse gas emissions. 3 Increase citywide electric vehicle charging infrastructure and transition all passenger fleet vehicle purchases after FY 2022-23 to be electric vehicles, with the exception of public safety vehicle purchases, which will be electric where feasible. 4 Seek grant funding to develop a Sea Level Rise Adaptation Plan (following Coastal Commission approval of the 2021 comprehensive update to the city’s Local Coastal Program). 5 Develop partnerships with nonprofit, academic and other non-governmental organizations to leverage environmental sustainability efforts and programs. 6 Implement the policies and programs in the following city plans based on annual budget appropriations by the City Council: Carlsbad General Plan Climate Action Plan Community Forest Management Plan Habitat Management Plan Integrated Pest Management Plan Jurisdictional Urban Runoff Management Plan Local Coastal Program Sustainable Materials Management and Implementation Plan Sustainable Mobility Plan Water Quality Improvement Plan Preserve Management Plan Feb. 25, 2025 Item #8 Page 20 of 82 17 Priority projects __________________________________________________________________________ The city expects to complete the following work on Capital Improvement projects to support this goal through 2027: • Meet implementation goals for the Sustainable Mobility Plan • Complete Maerkle Reservoir Solar Project • Complete Trash Amendment Compliance Program improvements • Complete preliminary design and permitting for the South Carlsbad Boulevard Realignment between Manzano Drive to Island Way Core services _____________________________________________________________________________ The city will maintain the following high levels of service annually in support of this goal: • Oversee the management of a 6,200 acre preserve system that protects native species and habitats • Protect, manage and maintain urban forests and undeveloped open space • Protect creeks, lagoons, and ocean by implementing the storm water permit, preventing sanitary sewer overflows, and preserving and restoring natural open space • Ensure areas of open space and the natural environment support sustainable access to recreation and active, healthy lifestyles • Implement waste reduction and waste diversion programs • Remove approximately 1,000 tons of debris that otherwise would pollute the city’s storm drain system • Ensure permit compliance through inspections of construction projects and the storm drain system • Meet all stormwater regulatory requirements with zero violations • Oversee contracted trash and recycling services for over 30,000 households and over 1,700 businesses in Carlsbad and ensure compliance with organics waste requirements • Secure final approvals from the California Coastal Commission and implement updated Local Coastal Program Feb. 25, 2025 Item #8 Page 21 of 82 18 In 5 years … The City of Carlsbad has a strong and diverse economy that combines a thriving small business community with leading industries of the future. Smart, talented professionals want to work here, and entrepreneurial leaders want to invest in their own startup ventures. Those looking to grow their skills will find opportunities for workforce development in Carlsbad. Carlsbad has excellent relationships with key industries, business organizations, other cities in the region, and academic institutions. By achieving this goal, the city as a whole is financially stable and more residents have the jobs they want right in their own backyards. Key performance indicators _____________________________________________________________  Ratings from local businesses through a scientific survey  Carlsbad unemployment rate  Size of Carlsbad’s GDP  Sales and hotel tax revenue  Indicators to be identified in a new Economic Development Strategic Plan Strategic objectives _______________________________________________________________________ 1 Create a strategic approach for a vibrant economy that includes talent & workforce strategies, small business assistance, inclusive growth & diverse business support, key industry cluster development, and fostering an ecosystem for startups & entrepreneurs to thrive. 2 Provide resources to grow and support key industries in Carlsbad’s economy. 3 Support the long-term viability of Small Businesses, Startups & Entrepreneurs in partnership with local and regional collaborators. 4 Implement the policies and programs in the Carlsbad General Plan and Economic Development Strategic Plan based on annual budget appropriations by the City Council. Core services _____________________________________________________________________________ The city will maintain the following high levels of service annually in support of this goal: • Support more than 25 business expansion, attraction, and retention projects in Carlsbad’s key industries. • Manage lamp post banner program to beautify seven retail, commercial, and community areas in the city to help create a sense of place and support small businesses. • Connect talent to local business through the Life in Action campaign featuring more than 240 local companies, and generating around 45,000 views. • Develop a talent recruitment program that directly connects at least 175 job seekers with local Carlsbad companies. • Maintain partnerships with local and regional business support organizations, bringing collaborative operations to Carlsbad. Feb. 25, 2025 Item #8 Page 22 of 82 19 In 5 years … Following the creation of a 5-Year-Strategic Plan, the City Council, the community and city employees have remained aligned around common goals. This sustained focus has not only generated measurable results, it has translated into operational efficiencies and cost savings. The very best in their fields want to work for the City of Carlsbad because of the culture that has been created around innovation, inclusivity and engagement. The city’s financial health has been maintained while meeting or even exceeding the community’s high expectations for service delivery. Investments in technology have led to enhanced efficiency, transparency, accountability and value. Key performance indicators _____________________________________________________________  General fund balance and reserves  City credit rating  Pension funding  Customer satisfaction  Internal operation standards and measurements  Information Technology incidents and outages Strategic objectives _______________________________________________________________________ 1 Develop and implement a performance tracking, management and reporting program for the 5- Year Strategic Plan. 2 Foster a culture of continuous improvement that equips the organization to deliver excellent service to the community. 3 Maintain the city’s fiscal health and sustainability. 4 Model trust, ethics and civility. 5 Attract and retain a talented, diverse and engaged workforce. 6 Achieve CalPERS funded status of 80% or greater (Council Policy No. 86) in each of the next five years. 7 Implement the policies and programs in the following city plans based on annual budget appropriations by the City Council: Annual City Budget Capital Improvement Program City Council Code of Ethics Connected Carlsbad Diversity, Equity & Inclusion Work Plan Real Estate Strategic Plan Strategic Digital Transformation Investment Plan Feb. 25, 2025 Item #8 Page 23 of 82 20 Priority projects __________________________________________________________________________ By 2027, the city will accomplish the following in support of this goal as resources allow: • Complete Fleet Maintenance Facility refurbishment • Complete design and construction of the Orion Center (centralized public works yard) • Complete conceptual design for new City Hall and Civic Center • Complete the Police & Fire Headquarters Renovation including the Emergency Operations Center Reconfiguration • Initiate design for construction of a new public works storage facility • Complete feasibility study to identify the need and location for Fire Administration offices • Research, evaluate and implement a Section 115 Pension Trust • Core System Consolidation • Expansion of the Digital Information Network • Implementation of an Enterprise Asset Management System • Implementation of cutting edge Computer Aided Dispatch system with a real time crime center • Implement new tools for citywide project management • Build a data driven decision making platform and training program Core services _____________________________________________________________________________ The city will maintain the following high levels of service annually in support of this goal: • Prepare a realistic and fiscally sound annual city budget each year that follows all best practices • Monitor the city’s fiscal health and provide regular reports to the City Council and the public • Process over 40,000 outgoing payments to vendors and service providers annually • Issue over 10,000 business licenses annually • Issue over 41,000 payments to employees annually • Respond to approximately 600 public records act requests • Conduct biennial review and re-affirm policy commitment to Code of Ethics • Operate a fraud and abuse reporting system for employees • Handle scheduling, public noticing and other support for over 170 public meetings • Maintain the city’s website, which includes about 1,000 pages of information about city programs and services • Create ongoing opportunities for community engagement • Ensure Carlsbad’s interests are represented with our state and federal lawmakers and oversee regional collaboration efforts, such as participation in the Clean Energy Alliance, SANDAG, and NCTD • Process approximately 6,000 job applications and support leadership in onboarding new staff • Oversee learning and development opportunities for staff as well as ensure completion of mandatory training Feb. 25, 2025 Item #8 Page 24 of 82 21 • Deliver technology services to city users including thousands of endpoint devices • Support digital network services to city staff and guests over a 200 Gb backbone • Manage the city’s cybersecurity risk with cutting edge technology, processes and policies • Provide effective project management of technology service implementations • Maintain portfolio of over 200 business applications used to facilitate effective service delivery by city staff • Manage the city’s real estate and properties to maximize taxpayer value Feb. 25, 2025 Item #8 Page 25 of 82 22 APPENDICES Feb. 25, 2025 Item #8 Page 26 of 82 23 COMMUNITY INPUT REPORT For more information on the Community Input Report, please visit the city website: www.carlsbadca.gov/input Feb. 25, 2025 Item #8 Page 27 of 82 24 EXISTING POLICIES & PLANS The City of Carlsbad has a number of policies and plans already in place. Some are required by regulations; others address a previous City Council goal or best practice in the industry. Each plan contains existing actions and timelines, which are not repeated in this strategic plan. Instead, they are referenced below and in each goal section so the reader can gain a fuller appreciation for the breadth of work taking place to support the five key goals of this strategic plan. RELATED GOALS Last update Next update Age-Friendly Action Plan 2021 2026 Annual Operating Budget 2022 Annual Arts & Culture Master Plan 2018 2028 Asset Management Master Plan 2019 N/A Capital Improvement Program 2022 Annual City Council Code of Ethics 2021 Annual City Council Homelessness Goal Work Plan 2022 Annual Continuity of Operations Plan 2021 2026 Climate Action Plan 2020 2024 Community Development Block Grant Plan 2020 2025 Community Forest Management Plan 2019 N/A Connected Carlsbad 2020 N/A Department of Homeland Security Community Resilience Indicator Analysis (2020) 2020 N/A Diversity, Equity & Inclusion Workplan 2022 2024 Drainage Master Plan 2008 2024 Fire Safety Regulations 2019 2025 Carlsbad General Plan 2015 2023 Growth Management Plan 1986 2023 Habitat Management Plan 2004 N/A Homeless Response Plan 2017 2022 Housing Element 2021 2029 HUD Consolidated Five Year Plan 2020 2025 Integrated Pest Management Plan 2017 N/A Jurisdictional Runoff Management Plan 2021 2025 Library Strategic Plan 2016 2023 Parks & Recreation Department Master Plan 2015 2023 Preserve Management Plan 2022 2027 Public Housing Authority Administrative Plan 2016 N/A Real Estate Strategic Plan 2017 2022 Recycled Water Master Plan 2019 2026 San Diego County Multi-Jurisdictional Hazard Mitigation Plan 2017 2022 Feb. 25, 2025 Item #8 Page 28 of 82 25 RELATED GOALS Last update Next update SCADA Master Plan 2019 N/A Local Coastal Program, Sea Level Rise Analysis 2021 TBD Standards of Cover (Fire Department) 2020 N/A Strategic Digital Transformation Investment Plan 2022 Annual Sustainable Materials Management Plan 2019 Annual Sustainable Mobility Plan 2021 2023 Trails Master Plan 2019 N/A Urban Water Management Plan 2020 2025 Village & Barrio Master Plan 2021 2023 Wastewater Master Plan 2019 2024 Water Master Plan 2019 2024 Carlsbad Watershed Management Area Water Quality Improvement Plan 2021 2025 Feb. 25, 2025 Item #8 Page 29 of 82 26 Feb. 25, 2025 Item #8 Page 30 of 82 27 Feb. 25, 2025 Item #8 Page 31 of 82 DEPARTMENT OVERVIEWS 28 Feb. 25, 2025 Item #8 Page 32 of 82 Department overviews City departments do work every day that supports the overall city mission and the City Council’s 5-Year Strategic Plan. The following pages provide an overview of some of the key functions of city departments, key activities, staffing and budgets, based on fiscal year 2022-23. 29 Feb. 25, 2025 Item #8 Page 33 of 82 AT A GLANCE Human Resources Finance Information Technology Internal Auditor Full-time staff 87 $26.2 million ANNUAL BUDGET Administrative services includes departments that handle the day-to- day business functions of the city. As a steward of the city’s assets and liabilities, the Finance Department sets and implements a strategic financial management plan, ensuring the city makes sound financial decisions. The Information Technology Department supports the technology needs of all city departments to help them meet their goals, builds technology infrastructure and ensures the public has access to digital city systems, such as online permitting and public records. The Human Resources Department helps ensure the city can provide the highest level of service to the public by recruiting and training a nimble, talented and professional workforce. Manage annual budget $342.2M 10,000 Computer help desk requests fulfilled 6,000 Job applications processed Budget Excellence Award Excellence in Financial Reporting Award Government Finance Officers Association #1 40,000 Vendor payments processed 151 Workforce trainings Administrative Services 1635 Faraday Ave. | Carlsbad, CA 92008 | 442-339-2440 Administrative Services 30 Feb. 25, 2025 Item #8 Page 34 of 82 Community Development Building permits valued at more than $132M Professional staff 696 Carlsbad Planning Commission Advised by 52 $10.4 million ANNUAL BUDGET 1,131 Engineering permits 1,200 Code enforcement cases Residential housing units approved, including 116 low-income units 4,500 18,000 Building inspections Planning Permits Code enforcement Building inspections Community Development oversees the delivery of land development programs and services complying with adopted codes and engineering standards, maintains and updates the city’s land use regulations and ensures new growth and development complies with established regulations, provides guidance and reviews projects for conformance with state and local building standards, and helps maintain safe and healthy living and working conditions for the members of the community through code enforcement Community Development 1635 Faraday Ave. | Carlsbad, CA 92008 | 442-339-2710 | building@carlsbadca.gov AT A GLANCE 31 Feb. 25, 2025 Item #8 Page 35 of 82 Oversee private development project construction Employees 16 $3.3 million ANNUAL BUDGET TYPES OF CAPITAL IMPROVEMENT PROJECTS Transportation The Construction Management & Inspection Department ensures safe construction of Capital Improvement Program and private development projects in compliance with legal, regulatory and contractual requirements. Parks Construction Management & Inspection 1635 Faraday Ave. | Carlsbad, CA 92008 | 442-339-2780 | cmi@carlsbadca.gov Facilities Water Sewer and drainage Manage city construction projects AT A GLANCE Construction Management & Inspection 32 Feb. 25, 2025 Item #8 Page 36 of 82 Professional staff 17 $5.1 million ANNUAL BUDGET 6,200 Acres of open space preserved 30,000 1,700 households businesses Surpassed the Climate Action Plan’s 2020 target to reduce greenhouse gas emissions 4% below 2012 levels Manage trash and recycling services contract Environmental Sustainability 1635 Faraday Ave. | Carlsbad, CA 92008 | 442-339-2729 | environmental@carlsbadca.gov The Environmental Sustainability Department is responsible for environmental regulation compliance review and monitoring, implementing the Climate Action Plan, assembling and conserving a citywide habitat preserve system, executing the waste reduction and recycling program, protecting creeks, lagoons, and ocean, and ensuring the use of open space and the natural environment support access to recreation and active, healthy lifestyles. Trash & recycling Habitat preservation Climate Action Plan Clean oceans & lagoons AT A GLANCE Environmental Sustainability 33 Feb. 25, 2025 Item #8 Page 37 of 82 Fire Operations Emergency Medical Fire Prevention Emergency Preparedness Lifeguard Beach rescues Fire inspections Professional staff 3,500 350 123 $37.8 million ANNUAL BUDGET 14,000 Respond to The Fire Department enhances the quality of life for all who live, work, and play in the city through excellence in emergency and support services. Fire Administration provides leadership, strategic planning, and organizational support across all department programs. Emergency Operations is an all-hazard first responder agency safeguarding lives, property, and the environment. Community Risk Reduction & Resiliency mitigates all types of hazardous conditions and ensures incident response readiness. 6,500 Hospital transports Fire Department City Hall | 1200 Carlsbad Village Drive | Carlsbad, CA 92008 6 Fire stations Incidents AT A GLANCE Fire Department 34 Feb. 25, 2025 Item #8 Page 38 of 82 Facility maintenance Vehicle maintenance Professional staff 35 $15.6 million ANNUAL BUDGET 450 City-owned fleet vehicles The Fleet & Facilities Department maintains city-owned vehicles and facilities. The city’s fleet consists of 456 vehicles and equipment necessary to complete the city’s mission of delivering quality and efficient services. The fleet maintenance and replacement programs enable departments to achieve their operational mission in a safe, efficient manner. Fleet & Facilities Department 405 Oak Ave. | Carlsbad, CA 92008 | 760-434-2980 Facility maintenance jobs completed 1,539 Named Top 50 Leading Fleets nationwide by Government Fleet magazine and the American Public Works Association Custodian services at all city facilities Transforming city fleet through electric and hybrid vehicles AT A GLANCE Fleet & Facilities 35 Feb. 25, 2025 Item #8 Page 39 of 82 Housing assistance Affordable units in progress Households provided rental assistance Professional staff 550 200 CARLSBAD HOUSING COMMISSION Advised by 16 $11 million* ANNUAL BUDGET 2,800 Affordable housing units built Formed July 2021 ▶Preserve and increase availability of affordable housing units in the community ▶Provide rental assistance and homeownership opportunities to lower income households ▶Devote local resources to prevent and reduce homelessness ▶Maintain quality of life of residents and reduce the impact of homelessness on the community ▶Create critical services for people in need ▶Distribute grants that enhance the community $52 M SI N C E 1 9 9 3 Invested in affordable housing 15% of new units set aside as affordable *$7 million from federal funding Homeless services Affordable housing Community assistance AT A GLANCE Housing & Homeless Services Housing & Homeless Services City Hall | 1200 Carlsbad Village Drive | Carlsbad, CA 92008 | 442-339-2810 | housing@carlsbadca.gov 36 Feb. 25, 2025 Item #8 Page 40 of 82 Economic growth Business attraction Partnerships Data-driven decision Professional staff 25 Golf Lodging Business Improvement District 9 $2.5 million ANNUAL BUDGET 240 Business expansion, attraction and retention projects 175 45,000 Tourism Business Improvement District Companies featured views Job seekers connected with local companies Innovation & Economic Development 1635 Faraday Ave. | Carlsbad, CA 92008 | 442-339-2222 | business@carlsbadca.gov GIS Mapping AT A GLANCE Innovation & Economic Development 37 Feb. 25, 2025 Item #8 Page 41 of 82 Visual and performing arts Circulation services Digital initiatives Adult & teen services Full-time staff 51 $14.1 million ANNUAL BUDGET The Library & Cultural Arts Department provides community members with access to high quality resources and services to inform and enrich individual and community life. With three locations, the library provides services such as administration, digital initiatives and special projects, circulation services, adult and teen services, genealogy and Carlsbad history services, children’s services, collections and technical services, outreach, literacy and bilingual services and is the community destination for information, enjoyment of reading, lifelong learning and cultural enrichment. The Cultural Arts Office plans, promotes and carries out visual and performing arts programs, arts education activities, temporary and permanent public art and other cultural offerings to promote a thriving, diverse and creative city. 85 Bilingual program offerings Arts Commission Library Board of Trustees Historic Preservation Commission Advised by Library materials circulated 800,000 110,000 Sessions on public computers Cannon art gallery exhibits 4 TGIF Concerts in the Park 9 Library & Cultural Arts 1200 Carlsbad Village Drive | Carlsbad, CA 92008 | 442-339-2049 | librarian@carlsbadca.gov AT A GLANCE Library & Cultural Arts 38 Feb. 25, 2025 Item #8 Page 42 of 82 Parks & trails Aquatics Sports Classes & camps Senior services Recreation programs Full-time staff 3,270 59 $21.2 million ANNUAL BUDGET 339 Acres of community parks and special-use areas The Parks & Recreation Department provides community members with access to indoor and outdoor recreational opportunities and conserves open space for resident and visitor use. Through the services provided by the department, community members have access to 41 community parks and special use areas and over 51 miles of open space trails, as well as a variety of programs and services that support health and wellness. 67+ Miles of trails Parks & Recreation Commission, Beach Preservation Commission Senior Commission Advised by Aquatic programs Community centers open 17,000 hours a year 35,000 senior nutrition program meals Two pools 715 AT A GLANCE Parks & Recreation Parks & Recreation 1200 Carlsbad Village Drive | Carlsbad, CA 92008 | 442-339-2826 | parksandrec@carlsbadca.gov 39 Feb. 25, 2025 Item #8 Page 43 of 82 Patrol Investigations Homeless Outreach SWAT Crime Prevention Minutes of response time for highest priority calls Dispatch center Full-time staff 24/7 5.2 187 $51.2 million ANNUAL BUDGET 100,000 Calls for service The Carlsbad Police Department is a full-service police department that prides itself on its strong partnership with the community and high service levels. These field services include patrol, traffic, canines, lagoon patrol, and police rangers to respond to emergencies and non-emergencies as well as professionals that make up the following expert teams: Crime Suppression Team, Homeless Outreach Team, SWAT Team, Crisis Negotiation Team, Investigations Division, Family Services, Communications and Records. Through the hard work and dedication of the men and women of the Police Department, and the support of council members and the community, the city continues to be a safe community to live, work and play. School crossing guards Police Department 2560 Orion Way | Carlsbad, CA 92010 | 442-339-2100 | police@carlsbadca.gov 36Park ranger program AT A GLANCE Police Department 40 Feb. 25, 2025 Item #8 Page 44 of 82 Office of the City Council Email updates to community Public records requests fulfilled Professional staff 600 550 34 $8.5 million ANNUAL BUDGET 170 Public meetings The City of Carlsbad follows a council-manager form of government, in which elected City Council members provide direction on the policies and regulations that govern the operations of the city. The Policy & Leadership branch includes the following areas: •Office of the City Council •Office of the City Treasurer (elected) •Office of the City Manager •Office of the City Attorney •Office of the City Clerk (elected) •Communication & Engagement The Office of the City Manager handles administration and oversight of the city organization, including hiring the city workforce, supervising city departments and ensuring the City Council’s policy priorities are met. Legislative affairs Office of the City Manager Office of the City Attorney Office of the City Clerk Communication & Engagement Policy & Leadership City Hall | 1200 Carlsbad Village Drive | Carlsbad, CA 92008 | 442-339-2820 | manager@carlsbadca.gov AT A GLANCE Policy & Leadership 41 Feb. 25, 2025 Item #8 Page 45 of 82 Transportation and Streets and Storm Drains Traffic Transportation Planning Drainage Engineering and Mobility Streetlight and electrical maintenance repairs Employees272 TRAFFIC & MOBILITY COMMISSION Advised by 43 $13.1 million ANNUAL BUDGET 350 Miles of streets maintained The Transportation Department is responsible for maintaining and improving the city’s road infrastructure to keep people moving; enhancing mobility and safety citywide through ongoing transportation planning, streets and traffic engineering, streets maintenance and signal operations; providing maintenance and posting of street signs, street legends, striping, graffiti and trash removal, pothole and sidewalk repairs. The department also maintains storm drain infrastructure such as gutters and pipes under city streets. Traffic signals operated and maintained 1801,000 Tons of debris removed from streets AT A GLANCE Transportation 42 Feb. 25, 2025 Item #8 Page 46 of 82 Water services Wastewater services Drainage system Average water use down since 2008 Gallons of safe water provided Professional staff 4.8 billion 48% 64 $77.9 million ANNUAL BUDGET 30,405 Homes and businesses served The Utilities Department provides safe and reliable water and wastewater services while protecting the natural environment and meeting regulatory requirements. The department provides community members with access to safe drinking water, wastewater collections, and recycled water for a greener Carlsbad. The Utilities Department also promotes water conservation and access to diversified and local water sources to supplement imported water. MAINTAINED 434 miles of water pipelines 265 miles of sewer pipelines 83 miles of recycled pipeline Meets all state and federal drinking water quality standards Utilities Department 5950 El Camino Real | Carlsbad, CA 92008 | 442-339-2722 | water@carlsbadca.gov AT A GLANCE Utilities 43 Feb. 25, 2025 Item #8 Page 47 of 82 Exhibit 2 Feb. 25, 2025 Item #8 Page 48 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 1 Introduction For many years, the Carlsbad City Council engaged in an annual goal-setting process to identify high priority projects and initiatives. On Oct. 11, 2022, the City Council approved a 5-year Carlsbad Strategic Plan (2023-2027) to focus city resources
toward fulfilling the Carlsbad community’s vision for the future. The plan includes high-level goals, objectives, priority projects, and service commitments. The five goals in the plan are: • Community character: Maintain Carlsbad’s unique community character and connectedness • Quality of life and safety: Prioritize the safety and well-being of the community • Sustainability and the natural environment: Protect the environment and natural resources • Economic vitality: Foster a healthy local economy • Organizational excellence and fiscal health: Be a model for effective and efficient local government This update provides information on the Strategic Plan Objectives and Priority Projects and the actions that have been taken to support them. The resources to implement the 5-year Strategic Plan are approved each year through the annual city
budget process.
 Mid-point check in This report covers actions through Dec. 31, 2024, marking the mid-point in the 5-year planning period. In addition to providing an update on actions completed and those planned for the year ahead, the report provides a snapshot of which objectives and priority projects are completed or on track to be complete during the current planning period and which are not, as indicated by the symbols described below. This will allow the City Council to consider options for reprioritizing work, adding resources, adjusting timelines, or some combination of those. The report also identifies projects that are no longer proceeding due to prior City Council direction. Resources approved in the fiscal year 2025-26 city budget will support city efforts to advance the plan in the coming year. Complete or on track to meet Strategic Plan target Not on track to meet Strategic Plan target Work stopped due to City Council direction Feb. 25, 2025 Item #8 Page 49 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 2 Goal: Community Character Maintain Carlsbad’s unique community character and connectedness 5-year vision Even though the city has grown and changed, residents agree that it still has the small-town beach community character and connectedness that made them want to live here in the first place. Diverse community members of all ages enjoy participating in the wide array of programs and events offered by the city, where they run into neighbors, meet new friends and, mostly importantly, feel welcome and included. Feb. 25, 2025 Item #8 Page 50 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 3 Objective 1 Work with the community to develop a new approach to maintain quality of life while managing growth in Carlsbad, consistent with state law. What’s been done 3/8/22 City Council forms a citizens committee to make recommendations for future growth management program 3/30/22 Committee holds first of 15 meetings 4/20/23 Committee completes its work, issuing recommendations for the City Council’s consideration 7/18/23 City Council accepts Carlsbad Tomorrow Growth Management Citizens Committee recommendations 7/19/23 Staff begins work on an implementation plan based on City Council’s direction 11/19/24 City Council approves the implementation plan to amend the growth management program What’s next Fall 25 City Council to consider consultant contract to complete nexus studies to update public facility development impact fees Spring 26 City Council to consider recommended amendments to city policy documents and ordinances governing the growth management program Fall 27 City Council to consider recommended amendments to public facility development impact fees Feb. 25, 2025 Item #8 Page 51 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 4 Objective 2 Develop objective design standards for multifamily housing throughout the city. What’s been done 3/8/22 City Council forms a citizens committee to provide input on Village & Barrio design standards 4/25/22 Committee holds first of four meetings 7/19/23 Planning Commission recommends City Council approval of objective design standards to apply citywide and those specific to the Village & Barrio areas 8/29/23 City Council approves both citywide and Village & Barrio-specific objective design standards 1/3/24 Submitted objective design standards to the California Coastal Commission for review 11/6/24 Planning Commission reviews first project subject to the new design standards 1/28/25 City Council reviews and approves first project subject to the new design standards 2/6/25 Coastal Commission approves citywide objective design standards with minor amendments (for applications located within the Coastal Zone) What’s next Spring 2025 Coastal Commission to hold public hearing to review the Village & Barrio objective design standards (for applications located within the Coastal Zone) 2025 City Council to consider approving the California Coastal Commission’s proposed modifications to citywide objective design standards Feb. 25, 2025 Item #8 Page 52 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 5 Objective 3 Create opportunities for more affordable housing in Carlsbad by implementing the policies and programs in the 2021-2029 Housing Element. What’s been done 3/22/22 City Council adopts amendments to Inclusionary Housing Policy and in lieu fee 5/23/23 City Council adopts Zoning Ordinance amendments to encourage development of accessory dwelling units and receives a report on permit-ready ADU plans 6/1/23 Staff launches awareness campaign for availability of ADU plans 1/30/24 City Council approves rezoning 16 properties to accommodate Carlsbad’s share of the region’s housing needs 8/20/24 City Council adopts ordinance to prohibit smoking in multi-unit housing 9/1/24 Staff begins outreach efforts to raise awareness of new rules under the smoke-free multi-unit housing ordinance 2024 Added 159 new affordable units to the city in 2024 2024 As part of the Affordable Housing Resale program, nine at-risk lower-income units were acquired and eight were resold to eligible low-income buyers—since the program began in 2021, 19 units have been acquired and 16 have been resold 1/1/25 Smoke-free multi-unit housing ordinance goes into effect What’s next Mid-2025 California Coastal Commission to consider approving the rezoning of seven properties in the coastal zone to accommodate Carlsbad’s share of the region’s housing needs Feb. 25, 2025 Item #8 Page 53 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 6 Objective 4 Work with the San Diego Association of Governments and the North County Transit District to prioritize, determine costs, and work with state and federal representatives to seek funding for preliminary design and technical studies for lowering the railroad tracks in the Village. What’s been done 6/13/23 City Council appropriates $5.22 million in fiscal year 2023-24 to fund a local match toward grant opportunities 4/28/24 Submitted Community Project Funding requests to Congressman Levin and Senator Padilla 5/3/2024 Staff tour the San Gabriel and Alameda Corridor railroad trenches with SANDAG and NCTD 6/25/24 City Council approves an MOU with SANDAG and NCTD to jointly pursue grant funding and commits to $5.22 million local match 6/27/24 Rep. Levin secures $850,000 in House of Representatives Transportation, Housing, and Urban Development appropriations bill – Congressional and Presidential approvals are still pending 9/10/2024 Partnered with SANDAG and NCTD to apply for U.S. Department of Transportation Rail Crossing Elimination Program grant funding, however, no funding was awarded to the project 12/16/2024 Staff receive NCTD’s preliminary assessment of railroad trench construction alternatives What’s next Ongoing Working with SANDAG and NCTD to identify funding opportunities Ongoing Supporting SANDAG and NCTD throughout design and environmental clearance phase Feb. 25, 2025 Item #8 Page 54 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 7 Objective 5 Develop, implement and promote programs that enhance wellness, socialization, inclusion and active living. What’s been done 1/23 Hosted the Winter Reading Challenge, with the community reading a total of 142,926 minutes 6/23/23 Nearly 4,000 programs were offered by the Parks & Recreation and Library & Cultural Arts departments in fiscal year 2022-23 9/26/23 City Council approves the Parks & Recreation Department Master Plan 2023 Awarded $111,163 in community arts grants to support 26 projects 2023 Held six trail volunteer events, six TGIF Concerts in the Parks and 11 community events 1/24 Hosted the Winter Reading Challenge, with the community reading a total of 294,883 minutes 2024 Awarded $117,120 in community arts grants to support 27 projects 8/10/24 Offered the Summer Reading Adventure, engaging 3,100 participants who read a combined 1.5 million minutes 8/30/24 Offered social and learning opportunities for older adults through the End of Summer Bash and provided wellness programs including chair yoga, sound baths and outdoor Tai Chi in partnership with the County of San Diego 2024 Held seven trail volunteer events, nine TGIF Concerts in the Parks and 11 community events 1/25 Hosted the Winter Reading Challenge, with the community reading a total of 313,787 minutes What’s next 2025 Working with the community to develop public art for Barrio traffic circles, Chestnut Underpass and Veterans Memorial Park 2025 Hosting the 2025 Senior Summer Bash and continuing partnerships that support age-friendly initiatives and intergenerational programs 2025 Partnering with community organizations to grow the city’s “library of things,” which includes induction cooktops, stargazing kits, hiking backpacks, State Parks passes and STEAM kits 2025 Awarding up to $117,128 in community arts grants to eligible projects 2025-2027 Holding nine TGIF Concerts in the Parks each year Feb. 25, 2025 Item #8 Page 55 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 8 Priority Projects Complete design work for the Monroe Street Pool Renovation and Replacement Project Complete design and permitting for the South Carlsbad Boulevard Realignment between Manzano Drive and Island Way Complete conceptual design for the South Carlsbad Coastline Project Complete plans, specifications, bidding and construction of Veterans Memorial Park Complete conceptual design/master plan and permitting for Robertson Ranch Community Park Complete conceptual design/master plan for Business Park Recreational Facility (Zone 5 Park) Complete design and construction of a community garden at Stagecoach Community Park Complete the installation of additional pedestrian lighting throughout the Village as part of the Carlsbad Village Lighting Study Complete a feasibility study to make Tyler Street in the Barrio one-way Complete construction of five new traffic circles and other traffic calming measures in two other intersections in the Barrio Complete a feasibility study for turning part of Grand Avenue into a pedestrian only “Grand Promenade” Enhance existing crosswalks on Carlsbad Boulevard between Mountain View Drive and Tamarack Avenue Begin construction of walking, biking and traffic improvements (includes a roundabout at the intersection of Cannon Road and Carlsbad Boulevard), and a new blufftop gathering area in the Terramar area Implement a new intelligent parking program in the Village Initiate the installation of new pedestrian lighting along main sidewalks in the Barrio Enhance bike lanes by adding green paint to conflict areas at various locations citywide including Carlsbad Boulevard, La Costa Avenue, Cannon Road and Jefferson Street Audio-visual upgrade/replacement for Schulman Auditorium Feb. 25, 2025 Item #8 Page 56 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 9 Goal: Quality of Life & Safety Prioritize the safety and well-being of the community 5-year vision The City of Carlsbad remains one of the safest cities in the region due to new investments in fire and emergency medical services and a well-equipped and highly trained Police Department that enjoys excellent relationships with the community. Critical infrastructure like roads and pipes are well-maintained, while parks, community centers, libraries and other facilities reflect the community’s high standards. Feb. 25, 2025 Item #8 Page 57 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 10 Objective 1 Enhance the quality of life for everyone in Carlsbad by adopting and implementing an updated Homeless Response Plan that addresses the complex needs of individuals experiencing, or at risk of experiencing homelessness in a compassionate and effective manner and reduces the impacts of homelessness on the community. What’s been done 2/7/23 City Council approves the Carlsbad Homeless Action Plan 2023 Secured a $2 million County of San Diego grant to expand La Posada de Guadalupe shelter, $468,000 in HUD funding for rapid re-housing, and a $2.4 million State grant to address encampments 5/23/23 City Council adopts Zoning Ordinance amendments to increase and clarify allowances for supportive housing, low barrier navigation centers and emergency shelters 2024 Secured $11.4 million in State funding for a joint Carlsbad/Oceanside project to address encampments along SR 78, $552,000 in HUD funding for rapid re-housing, and $3 million in State funding to address people living in their cars in the Village & Barrio areas 2024 Secured a temporary state waiver allowing 50 existing, but often unused beds at La Posada de Guadalupe shelter to serve homeless individuals, not just farmworkers, through March 2025 FY 2023-24 89 people experiencing homelessness were transitioned into permanent housing FY 2023-24 Police calls for service related to homelessness decreased by 16% 1/14/25 City Council directs staff to advocate for state legislation to permanently allow existing beds at La Posada de Guadalupe shelter to serve homeless individuals, not just farmworkers, due to a reduced year-round need for serving farmworkers 1/28/25 City Council receives fiscal year 2023-24 Annual Report on the Homelessness Action Plan and approves fiscal year 2025-26 Homelessness Action Plan Funding Plan What’s next 5/20/25 Funding to implement the Homelessness Action Plan to be included in the fiscal year 2025-26 city budget 2025 Pursuing state legislation to allow existing beds at the La Posada de Guadalupe shelter to be used by homeless individuals on an ongoing basis, rather than being limited to farmworkers Feb. 25, 2025 Item #8 Page 58 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 11 Objective 2 Foster strong relationships between community members and members of the Police Department, including the formation of a community-police engagement commission. What’s been done 12/6/22 City Council establishes the Community-Police Engagement Commission 7/10/23 Community-Police Engagement Commission holds its first meeting 5/21/24 City Council approves Community-Police Engagement Commission workplan 2024 Commission members receive: • De-escalation policy training update • Implicit bias training update • Ride-alongs with the Homeless Outreach Team • Public Records Act training • Ralph M. Brown Act training • Update on Homelessness Action Plan • Update on Police Department active shooter training 2025 Commission members receive: • Update on California Daylighting Law • Training on emergency evacuation protocols • Update on FBI case (Wisconsin school shooting) What’s next 2025 The commission is currently implementing its first work plan 2025 The Police Department continues to host regular community events, such as National Night Out and Coffee with a Cop Feb. 25, 2025 Item #8 Page 59 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 12 Objective 3 Bring Fire Department up to Standards of Cover to ensure the city is prepared to meet the community’s changing fire and emergency medical needs. What’s been done FY 2021-22 City Council approves Fire Department work plan, including 12 new full-time EMT positions to staff two new ambulances and the construction of Temporary Fire Station 7 1/22 Initiated deployment of new EMT personnel and ambulances at Fire Stations 4 and 6 2/22 Procured one new fire engine 1/23 Deployed fourth Paramedic/Firefighter on ladder truck 10/23 California Office of Emergency Services recognizes Urban Search and Rescue Regional Task Force 13 10/23 Launched real-time fire operations intelligence system 1/30/24 City Council approves Public Safety Element update of the city’s General Plan 4/1/24 Updated and improved Insurance Services Office classification 5/24 Deployed Genasys, a new regional Evacuation Management Planning System What’s next Ongoing Utilize opioid settlement funds to support community health 2025 Providing training to city staff and community organizations on various health and safety topics (i.e., CPR, AED, Narcan administration) 2025 Launching new referral program to improve healthcare access for homeless individuals 2025 Collaborate with Local Agency Formation Commission to complete Municipal Service Review 2025 City Council to consider code amendments to establish fire safety standards for mid-rise buildings (4+ stories, up to 75 feet) Ongoing Monitoring performance metrics identified in Standards of Cover report to ensure adequate service levels are maintained Feb. 25, 2025 Item #8 Page 60 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 13 Objective 4 Manage, maintain and enhance the city’s roadway to provide a safe, efficient and cost-effective multi-modal transportation system. What’s been done 1/12/21 City Council adopts the Sustainable Mobility Plan 9/13/22 City Council approves a contract to initiate the Sustainable Mobility Plan Implementation Plan, Multimodal Transportation Impact Fee Study and Vehicle Miles Traveled Mitigation Program 9/27/22 City Council adopts Safer Streets Together Plan 2024 Resurfaced and restriped Avenida Encinas between Poinsettia COASTER Station and Carlsbad Boulevard as part of Segment 2 of the Avenida Encinas Coastal Rail Trail project 7/2024 Installed residential traffic safety improvements on Victoria Avenue, Highland Drive, Nueva Castilla Way and Circulo Sequoia 8/30/23 Installed traffic calming on Tamarack Avenue from Skyline Avenue to Adams Street 2023 Completed citywide green paint enhancement of bike lanes 10/28/24 Constructed new traffic signal at Avenida Encinas/In-N-Out Burger driveway, including the city’s first flashing yellow left-turn signal 4/24 Completed traffic signal software upgrades at all 182 traffic signals What’s next 2025 Installing residential traffic safety improvements on Park Drive, Black Rail Road, Plum Tree Road and Carrillo Way 2025 Designing Faraday Avenue improvements associated with Veterans Memorial Park 2025 Constructing El Camino Real widening from Sunny Creek Road to Jackspar Drive 2025 Slurry sealing nearly 38 miles of city streets 2025 Continuing traffic signal equipment upgrades to replace aging infrastructure and improve vehicle and bicycle detection Feb. 25, 2025 Item #8 Page 61 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 14 Priority Projects Complete Palomar Airport Road and College Boulevard Improvements Complete traffic calming project on Tamarack Avenue from Skyline Avenue to Adams Street Complete traffic calming projects at various locations in the city including Victoria Avenue, Monroe Street, Highland Drive, Nueva Castilla, Celinda Drive, Circulo Sequoia, Park Drive, Hummingbird Road and Black Rail Road per the Carlsbad Residential Traffic Management Program Complete El Camino Real widening from Poinsettia Lane to Camino Vida Roble Complete El Camino Real widening from Arenal Road to La Costa Avenue Complete El Camino Real widening from Sunny Creek Road to Jackspar Drive Complete reconfiguration of right turn lane from northbound El Camino Real to eastbound Alga Road Initiate construction to repair and upgrade beach access stairs and upper sidewalk between Pine and Tamarack avenues Initiate projects as part of the Utility Undergrounding Program, in coordination with San Diego Gas & Electric and other utility providers Complete Avenida Encinas Coastal Rail Trail and pedestrian improvements (Segment 3) Complete design of Carlsbad Boulevard and Tamarack Avenue pedestrian improvements Initiate project to improve Americans with Disabilities Act beach access from Pine to Tamarack avenues Complete Avenida Encinas and Palomar Airport Road pedestrian improvements Initiate design of Carlsbad Boulevard pedestrian lighting improvements between Tamarack Avenue and State Street, in coordination with SDG&E Complete design of La Costa Avenue traffic improvements Complete Melrose Drive right turn lane to westbound Palomar Airport Road Feb. 25, 2025 Item #8 Page 62 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 15 Complete traffic signal modifications at Maverick Way and Camino De Los Coches Evaluate new intersection control at Camino De Los Coches and La Costa Avenue Complete improvements to Christiansen Way (unfunded in Capital Improvements Program) Complete design of Valley Street traffic calming between Magnolia and Chestnut avenues Complete design of Chestnut Avenue complete street improvements between Valley Street and Pio Pico Drive Complete design of Chestnut Avenue complete street improvements between I-5 and the railroad tracks Complete design of street improvements for State Street and Grand Avenue Complete construction of Fire Station 2 Complete construction of temporary Fire Station 7 Identify site and complete preliminary design for permanent Fire Station 7 Complete the design of new walking, biking and traffic improvements on Valley Street between Magnolia and Chestnut avenues Begin construction of walking, biking and traffic improvements on Kelly and Park drives by Kelly Elementary School and initiate Safe Routes to School program implementation Complete Local Roadway Safety Plan and start implementation Complete construction of retaining wall, drainage and street improvements on Park Drive from Bayshore Drive to just west of Marina Drive Work to expand homeless shelter capacity at La Posada de Guadalupe Feb. 25, 2025 Item #8 Page 63 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 16 Goal: Sustainability & the Natural Environment Protect the environment and natural resources 5-year vision Thanks to the city’s strategic approach to environmental sustainability, Carlsbad is seen as a model for how to leverage partnerships and innovation to achieve climate and environmental goals. City residents and businesses feel supported in their own environmental sustainability efforts, whether it’s complying with new mandates or taking advantage of opportunities to go above and beyond. As a result, the city has met or exceeded goals for eliminating greenhouse gas emissions, reducing what goes to landfills, keeping creeks, lagoons and the ocean clean, and protecting native habitat and natural open space. Feb. 25, 2025 Item #8 Page 64 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 17 Objective 1 Research and evaluate a Climate Adaptation/Sustainability Plan to address the impacts of climate change, including but not limited to extreme heat, drought, erosion, flooding and wildfire. What’s been done 2023 Staff research and identify the differences between a comprehensive Climate Adaptation/Sustainability Plan and the city’s Climate Action Plan 2024 Staff review several adopted climate adaptation/sustainability plans and federal and state guidance documents to identify typical plan components and evaluate applicability to Carlsbad What’s next 2025 Staff research is ongoing Spring 2025 City Council to consider formation of Environmental Sustainability Commission 2026 Staff to present discussion on Climate Adaptation/Sustainability Plan to Environmental Sustainability Commission 2026 City Council to receive Environmental Sustainability Commission recommendation and provide direction on next steps Feb. 25, 2025 Item #8 Page 65 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 18 Objective 2 Transform roadways and implement programs that provide options to move around Carlsbad, such as walking and biking, that reduce the city’s greenhouse gas emissions. What’s been done 1/12/21 City Council adopts the Sustainable Mobility Plan 2024 Installed green paint at 37 locations across the city and completed the East/West Corridors Resurfacing and Restriping Project, improving over 16 miles of bike lanes 2024 Participated in SANDAG Mobility Working Group’s review of Regional Vision Zero Plan, Active Transportation Policies, 2025 Regional Plan and LOSSAN Rail Realignment Study 10/8/24 City Council approves the Hope Elementary School Safe Routes to School Plan 11/12/24 City Council adopts Climate Action Plan Update, including 10 transportation-related mitigation strategies 12/18/24 Completed annual monitoring and surveying for the 14 Carlsbad employers required to comply with the city’s Transportation Demand Management ordinance 2/4/25 City Council accepts the Jefferson Elementary School Safe Routes to School Plan What’s next 2025 City Council to consider approval of Sage Creek High School Safe Routes to School Plan 2025 City Council to consider approval of plans and specifications for Phase II of the Barrio Pedestrian Lighting Project 2025 City Council to consider approval of plans and specifications for Segment 3 of the Avenida Encinas Coastal Rail Trail project, from Palomar Airport Road to Poinsettia Coaster Station Ongoing Utilizing annual Active Transportation Monitoring Report and bi-annual Transportation Demand Management survey reports to understand and respond to changes in multi- modal transportation activity throughout the city Ongoing Partnering with NCTD and SANDAG to implement mobility related services in Carlsbad, including potential return of flexible fleet service at Poinsettia COASTER Station Feb. 25, 2025 Item #8 Page 66 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 19 Objective 3 Increase citywide electric vehicle charging infrastructure and transition all passenger fleet vehicle purchases after FY 2022-23 to be electric vehicles, with the exception of public safety vehicle purchases, which will be electric where feasible. What’s been done 10/22 Installed 1 public facing Level 2 dual port EV charger at Fire Station 2 12/23 Installed 2 private Level 3 EV chargers for city vehicles at the Fleet Maintenance Center 2023 Added 1 all-electric pickup truck, 1 all-electric cargo van, 8 hybrid passenger vehicles and 4 all- electric passenger vehicles to the city’s fleet 8/24 Installed 4 private Level 2 EV chargers for city vehicles at the Fleet Maintenance Center 1/24 Installed 2 public facing Level 2 dual port EV chargers at the Police & Fire Headquarters 2024 Added 1 all-electric pickup truck and 1 hybrid passenger vehicle to the city’s fleet What’s next 2025 Installing 4 public facing Level 2 dual port EV chargers at Dove Library 2025 Installing 4 public facing Level 2 dual port and two public facing Level 3 EV chargers at the State Street parking lot 2025 Installing 10 private Level 3 EV chargers for city vehicles at the Fleet Maintenance Center 2025 Adding 6 all-electric pickup trucks, 13 hybrid passenger vehicles and 4 all-electric passenger vehicles to the city’s fleet Feb. 25, 2025 Item #8 Page 67 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 20 Objective 4 Seek grant funding to develop a Sea Level Rise Adaptation Plan (following Coastal Commission approval of the 2021 comprehensive update to the city’s Local Coastal Program). What’s been done 4/22 Submitted Local Coastal Program Update to the California Coastal Commission for review What’s next Fall 2025 City Council to receive the California Coastal Commission’s proposed modifications to the Local Coastal Program Update In progress Coastal Commission approval of the Local Coastal Program Update is required before further actions can be taken; however, the commission has not provided a timeline for review and approval Feb. 25, 2025 Item #8 Page 68 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 21 Objective 5 Develop partnerships with nonprofit, academic and other non-governmental organizations to leverage environmental sustainability efforts and programs. What’s been done 2022 Joined and participating in the Alliance of Regional Collaboratives for Climate Adaptation Board 2022 Joined and participating in the San Diego Regional Climate Collaborative Board 2022 Worked with the Carlsbad Chamber of Commerce to promote sustainability 2023 Partnered with four Carlsbad school districts to enhance lunchtime waste sorting and organics recycling through student education and staff training, boosting waste diversion 2023 Partnered with the Carlsbad Community Gardens Collaborative to support gardening programs at Carlsbad libraries and to provide input on the design of the Stagecoach community garden 2023 Joined the California Green Business Network Board of Directors and helped guide statewide green business initiatives, attended board meetings and supported local green business efforts 2023 Partnered with the San Diego County Bicycle Coalition to host bike valet at TGIF Concerts in the Parks, a bike rodeo at the annual Earth Month Celebration event and 11 bike safety trainings 2023 Partnered with Circulate San Diego to hold six pedestrian safety trainings for Carlsbad students 2024 Collaborated with local schools to deliver watershed education programs 2024 Partnered with the Sierra Club and the U.S. Green Building Council to bring induction cooktop lending program to Carlsbad libraries 2024 Partnered with local food banks to enhance the edible food recovery program 2024 Joined the Cleantech San Diego Board of Directors; contributed to regional clean technology initiatives, attended board meetings and supported industry partnerships that drive innovation 2024 Joined and participating in the Governor’s Climate Action Plan Advisory Group What’s next 2025 Continuing support of school waste sorting and organics recycling programs 2025 Continuing stormwater education in Carlsbad schools 2025 Strengthen food recovery capacity and seek additional funding to continue enhancing the edible food recovery program 2025 Hosting bike valet service at 9 TGIF Concerts in the Parks 2025 Continuing memberships and participation in regional and statewide climate organizations to influence policy development and support innovation and best practices Feb. 25, 2025 Item #8 Page 69 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 22 Priority Projects Meet implementation goals for the Sustainable Mobility Plan Complete Maerkle Reservoir Solar Project Complete Trash Amendment Compliance Program improvements Complete preliminary design and permitting for the South Carlsbad Boulevard Realignment between Manzano Drive to Island Way Feb. 25, 2025 Item #8 Page 70 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 23 Goal: Economic Vitality Foster a healthy local economy 5-year vision The City of Carlsbad has a strong and diverse economy that combines a thriving small business community with leading industries of the future. Smart, talented professionals want to work here, and entrepreneurial leaders want to invest in their own startup ventures. Those looking to grow their skills will find opportunities for workforce development in Carlsbad. Carlsbad has excellent relationships with key industries, business organizations, other cities in the region, and academic institutions. By achieving this goal, the city as a whole is financially stable and more residents have the jobs they want right in their own backyards. Feb. 25, 2025 Item #8 Page 71 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 24 Objective 1 Create a strategic approach for a vibrant economy that includes talent & workforce strategies, small business assistance, inclusive growth & diverse business support, key industry cluster development, and fostering an ecosystem for startups & entrepreneurs to thrive. What’s been done 1/10/23 City Council adopts 5-year Economic Development Strategic Plan 3/19/24 Created a Carlsbad economic intelligence dashboard to inform city leaders and residents of current economic conditions and labor market information What’s next 2025 City Council Economic Development Subcommittee to provide recommendations to City Council on proposed economic development strategic actions for fiscal year 2025-26 2025 City Council to approve economic development strategic actions with adoption of fiscal year 2025-26 city budget Feb. 25, 2025 Item #8 Page 72 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 25 Objective 2 Provide resources to grow and support key industries in Carlsbad’s economy. What’s been done 7/01/23 Enhanced new business “Welcome to Carlsbad” program, providing information on business licensing pre-application and development permitting processes and other business resources 7/01/23 City Council reestablishes Carlsbad Tourism Business Improvement District to better support citywide tourism and destination marketing initiatives 11/22/23 Staff initiate monthly industry engagement program across Carlsbad’s key sectors 1/15/24 Staff initiate regular site visits to businesses in Carlsbad’s key industries to gain a better understanding of the challenges being faced 8/28/24 Completed Bi-Annual Business Survey, which showed an increase in the city’s business satisfaction rate from 83% to 90%, reflecting new business-friendly initiatives and city services 11/19/24 Updated North County Job-Readiness Room to ensure Carlsbad residents and workers have access to upskilling opportunities that align with Carlsbad business needs 1/15/25 Updated the city’s Life in Action website to modernize the city’s approach to talent attraction What’s next FY 2025-26 Continuing support of Carlsbad’s tourism economy, engaging with Visit Carlsbad and hoteliers FY 2025-26 Reviewing and identifying opportunities to improve city application and permitting procedures FY 2025-26 Promoting the city’s business locator website to developers, brokers, and investors to attract new businesses to Carlsbad FY 2025-26 Partnering with local universities and colleges to create workforce development opportunities in the hospitality, tourism, and entertainment sectors Feb. 25, 2025 Item #8 Page 73 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 26 Objective 3 Support the long-term viability of Small Businesses, Startups & Entrepreneurs in partnership with local and regional collaborators. What’s been done 7/1/23 Partnered with local business organizations to implement Shop Local incentive program 6/13/24 Hosted the 2024 Connect Summer Social at the Flower Fields 9/24/24 Launched Small Business Liaison Program and Digital Resource Hub to support small businesses 9/24/24 Participated in 2024 Innovation Day San Diego with Carlsbad businesses and Innovate78 cities 10/21/24 Hosted 2024 San Diego Startup Week in Carlsbad for third consecutive year 10/31/24 Supported San Diego Regional EDC study to highlight the economic impact of Carlsbad’s manufacturing sector 12/17/24 Launched a new small business workshop series with a workshop on commercial lease negotiations What’s next FY 2025-26 Hosting monthly industry advisory group discussions with leaders in key business clusters, with a focus on the innovation economy FY 2025-26 Leveraging partnerships with local and regional partners to provide resources to Carlsbad small businesses FY 2025-26 Hosting a Carlsbad Employer Open House to showcase local businesses and connect them with potential employees in partnership with local business organizations Feb. 25, 2025 Item #8 Page 74 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 27 5-year vision Goal: Organizational Excellence & Fiscal Health Be a model for effective and efficient local government Following the creation of a 5-Year-Strategic Plan, the City Council, the community and city employees have remained aligned around common goals. This sustained focus has not only generated measurable results, it has translated into operational efficiencies and cost savings. The very best in their fields want to work for the City of Carlsbad because of the culture that has been created around innovation, inclusivity and engagement. The city’s financial health has been maintained while meeting or even exceeding the community’s high expectations for service delivery. Investments in technology have led to enhanced efficiency, transparency, accountability and value. Feb. 25, 2025 Item #8 Page 75 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 28 Objective 1 Develop and implement a performance tracking, management and reporting program for the 5-Year Strategic Plan. What’s been done 7/26/23 Launched initial Strategic Plan dashboard 2/6/24 City Council receives first Strategic Plan progress report (2023-2024) What’s next 2/25/25 City Council to receive Strategic Plan mid-point progress report 2/25/25 Staff launches expanded strategic plan dashboard 2026 City Council to receive annual Strategic Plan update 2027 City Council to receive annual Strategic Plan update and direct future strategic planning efforts Feb. 25, 2025 Item #8 Page 76 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 29 Objective 2 Foster a culture of continuous improvement that equips the organization to deliver excellent service to the community. What’s been done 2022 Increased organizational capacity to develop city data visualization dashboards to inform department operations, increase operational efficiency and improve community outcomes 2022 Implemented an enterprise asset management system to consolidate asset data and improve infrastructure maintenance operations and management 2023 Increased organizational capacity to conduct and analyze research studies and surveys, implemented a systematic process for data collection and interpretation 2023 Implemented an analytical data training program to upskill city staff and build data-informed decision-making capacity citywide 2023 Implemented a construction project management system for CIP projects and a general citywide project management system 2024 Created multiple live data dashboards, including a real-time fire operations intelligence system, economic intelligence dashboard, and updated Capital Improvement Project dashboard 2024 Implemented business process streamlining, digitization and automation for credit card reconciliation, CIP project documentation, telecommuting and discretionary leave requests and the computer loan program 2024 Launched an online application and digital processing system for board, commission and committee applicants 2024 Launched the “Let’s Connect” initiative, a tool to support employee growth and development What’s next 2025 Implement public wireless internet access for Alga Norte Park 2026 Complete implementation of new Computer Aided Dispatch system and real time crime center 2026 Upgrade library Radio Frequency Identification system for automated checkouts/returns Feb. 25, 2025 Item #8 Page 77 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 30 Objective 3 Maintain the city’s fiscal health and sustainability. What’s been done 3/14/23 City Council adopts Policy No. 95 - Cost Recovery, to be implemented over a three-fiscal year period and managed on an ongoing basis 2/27/24 City Council receives final report for the external financial statement audit conducted between April 2023 and January 2024 4/23/24 City Council adopts updated Park Land Dedication and Park In-Lieu Fees 4/30/24 Implemented a new vendor management system to enhance internal controls over vendor payments and security 6/18/24 City Council establishes a $17.5 million Asset Replacement Reserve in the General Fund, improving transparency and budget stability 6/30/24 Maintained a General Fund Reserve Ratio of 55%, exceeding the city’s 40% reserve requirement by 15 percentage points ($36 million) 6/30/24 Completed the external audit for fiscal year 2023-24 with an unmodified (clean) opinion 6/30/24 Revamped the Capital Improvement Program process to request construction budget only after City Council approves project design and authorizes bidding 10/8/24 Postponed projection of when ongoing city expenditures are expected to exceed ongoing revenues by five years, from fiscal year 2026 to fiscal year 2031 2/11/25 City Council receives Annual Comprehensive Financial Report Ongoing Maintaining the city’s AAA credit rating What’s next 2/25/25 City Council to receive second-quarter economic and financial update and conduct mid-year budget review 5/20/25 City Council to review preliminary fiscal year 2025-26 budget, including the comprehensive fee program update 2025 City Council to consider updating development-related fees, including Drainage Fees, Stormwater Funding Fees, Park Impact Fees and Public Facilities Fees, with studies and funding requests integrated into the budget process Feb. 25, 2025 Item #8 Page 78 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 31 Objective 4 Model trust, ethics and civility. What’s been done 3/23 Achieved 100% compliance in bi-annual mandatory ethics training 3/23 Achieved 100% compliance in bi-annual mandatory workplace harassment prevention training 4/23 Achieved 95.67% annual conflict of interest disclosure (Form 700) compliance 4/24 Achieved 94.59% annual conflict of interest disclosure (Form 700) compliance What’s next 3/25 Complete required ethics training 3/25 Conduct workplace harassment prevention training 4/25 Complete annual conflict of interest disclosures (Form 700) Feb. 25, 2025 Item #8 Page 79 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 32 Objective 5 Attract and retain a talented, diverse and engaged workforce. What’s been done 2023 Broadened recruitment advertising to over 600 websites; received over 5,000 job applications 2023 Filled 41% of available positions by promoting existing full-time employees 2023 Provided 230 in-person and online trainings 2023 Achieved an employee vacancy rate of 5.2% 2024 Provided 356 in-person and online trainings, including 61 new online trainings 2024 Attended 11 community job fairs 2024 Filled 58% of available positions by promoting existing full-time employees 2024 Supported 64 employees who participated in the city’s Tuition Reimbursement program 2024 Supported the onboarding of 18 new hires through participation in the city’s Peer Advisor Liaison program 2024 Graduated 15 employees from The Centre for Organization Effectiveness Supervisor’s Academy 2024 Graduated seven employees from The Centre for Organization Effectiveness Manager’s Academy 2024 Achieved an employee vacancy rate of 4.4% Ongoing Conducting market surveys to ensure employee compensation is in the 67th percentile for recruiting and retention purposes Ongoing Collaboration with North Zone Fire agencies to ensure best practices and an engaging process for promotional assessments What’s next 2/25 Five employees to graduate The Centre for Organization Effectiveness leadership academies 3/25 14 employees in the City of Carlsbad cohort to graduate from National University with an MPA Mid-2025 A new internal professional development program will equip supervisors with leadership training Feb. 25, 2025 Item #8 Page 80 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 33 Objective 6 Achieve CalPERS funded status of 80% or greater (Council Policy No. 86) in each of the next five years. What’s been done FY 2022 CalPERS investment performance realizes a 7.5% loss resulting in a decline of the city’s funded status from 86% to 75% 9/12/23 City Council receives CalPERS FY 2022 investment performance report, establishes a Section 115 Pension Trust, amends Council Policy No. 86 to allow assets in the Section 115 Pension Trust to count toward the city’s funded status goal, and approves a 5-Year strategy to achieve 80% funded status in accordance with updated Council Policy 9/26/23 City Council approves $10 million initial funding contribution to Section 115 Pension Trust 10/8/24 City Council approves additional $7.5 million contribution to Section 115 Pension Trust 12/31/24 Section 115 Pension Trust earns $1.3 million on $17.5 million in contributions, achieving a 7.64% return 12/31/24 City’s combined CalPERS funded status reaches 76%, factoring in Section 115 Trust assets What’s next 9/25 City Council to receive report on CalPERS’ actuarial valuation as of June 30, 2024, and fiscal year 2023-24 investment performance report 9/25 City Council to conduct annual review and consider adopting a Section 115 Pension Trust Investment Policy Ongoing Management and reporting of the trust will continue on an ongoing basis Feb. 25, 2025 Item #8 Page 81 of 82 City of Carlsbad 2025 Strategic Plan Progress Report ____________________________________________________________ 34 Priority Projects Complete Fleet Maintenance Facility refurbishment Complete design and construction of the Orion Center (centralized public works yard) Complete conceptual design for new City Hall and Civic Center Complete the Police & Fire Headquarters Renovation including the Emergency Operations Center Reconfiguration Initiate design for construction of a new public works storage facility Complete feasibility study to identify the need and location for Fire Administration offices Research, evaluate and implement a Section 115 Pension Trust Core System Consolidation Expansion of the Digital Information Network Implementation of an Enterprise Asset Management System Implementation of Computer Aided Dispatch system with a real time crime center Implement new tools for citywide project management Build a data driven decision making platform and training programs Feb. 25, 2025 Item #8 Page 82 of 82 RECOMMENDED ACTION ITEM 8: STRATEGIC PLAN UPDATE 2 Receive a mid-point update on progress made toward the goals of the Carlsbad Strategic Plan 2023-2027, an update on city finances and an overview of strategic actions planned to occur through fiscal year 2025-26 and provide feedback to staff. ITEM 8: STRATEGIC PLAN UPDATE 3 4 STRATEGIC PLAN GOALS ITEM 8: STRATEGIC PLAN UPDATE Community character Maintain Carlsbad’s unique community character and connectedness Quality of life & safety Prioritize the safety and well-being of the community Sustainability & the natural environment Protect the environment and natural resources Economic vitality Foster a healthy local economy Organizational excellence & fiscal health Be a model for effective and efficient local government 5 6 COMMUNITY CHARACTER ITEM 8: STRATEGIC PLAN UPDATE Maintain Carlsbad’s unique community character and connectedness 7 COMMUNITY CHARACTER OBJECTIVES ITEM 8: STRATEGIC PLAN UPDATE Develop a new approach to managing growth in Carlsbad Develop objective design standards for multifamily housing Implement policies and programs in the 2021-2029 Housing Element Work with SANDAG & NCTD to seek funding for lowering the railroad tracks in the Village Develop, implement and promote programs that enhance wellness, socialization, inclusion and active living 8 9 QUALITY OF LIFE & SAFETY ITEM 8: STRATEGIC PLAN UPDATE Prioritize the safety and well-being of the community 10 QUALITY OF LIFE & SAFETY OBJECTIVES ITEM 8: STRATEGIC PLAN UPDATE Prioritize the safety and well-being of the community Adopt and implement an updated Homeless Response Plan Foster strong relationships between community members and members of the Police Department, including the formation of a community-police engagement commission Bring Fire Department up to Standards of Cover to ensure the city is prepared to meet the community’s changing fire and emergency medical needs Manage, maintain and enhance the city’s roadway to provide a safe, efficient and cost-effective multi-modal transportation system 11 12 SUSTAINABILITY & THE NATURAL ENVIRONMENT ITEM 8: STRATEGIC PLAN UPDATE 13 SUSTAINABILITY & THE NATURAL ENVIRONMENT OBJECTIVES ITEM 8: STRATEGIC PLAN UPDATE Protect the environment and natural resources Research and evaluate a Climate Adaptation/Sustainability Plan Transform roadways and implement programs that reduce the city’s greenhouse gas emissions. Increase EV charging infrastructure and transition passenger fleet vehicle purchases to be electric vehicles Seek funding to develop a Sea Level Rise Adaptation Plan (following Coastal Commission approval of 2021 Local Coastal Program update) Develop partnerships to leverage environmental sustainability efforts and programs 14 15 ECONOMIC VITALITY ITEM 8: STRATEGIC PLAN UPDATE Maintain Carlsbad’s unique community character and connectedness 16 ECONOMIC VITALITY OBJECTIVES ITEM 8: STRATEGIC PLAN UPDATE Foster a healthy local economy Create a strategic approach for a vibrant economy that includes talent & workforce strategies, small business assistance, inclusive growth & diverse business support, key industry cluster development, and fostering an ecosystem for startups & entrepreneurs to thrive Provide resources to grow and support key industries in Carlsbad’s economy Support the long-term viability of Small Businesses, Startups & Entrepreneurs in partnership with local and regional collaborators 18 ORGANIZATIONAL EXCELLENCE & FISCAL HEALTH ITEM 8: STRATEGIC PLAN UPDATE 19 ORGANIZATIONAL EXCELLENCE & FISCAL HEALTH OBJECTIVES ITEM 8: STRATEGIC PLAN UPDATE Be a model for effective and efficient local government Performance tracking for the 5-Year Strategic Plan Foster a culture of continuous improvement Maintain the city's fiscal health and sustainability Model trust, ethics and civility Attract and retain a talented, diverse and engaged workforce Achieve a CalPERS funded status of 80% or greater PRIORITY PROJECTS ITEM 8: STRATEGIC PLAN UPDATE 20 Community Character 21 Quality of Life & Safety Sustainability & the Natural Environment Organizational Excellence & Fiscal Health COMPLETE Monroe Street Pool design Carlsbad Boulevard crosswalk upgrades Schulman Auditorium A/V upgrade Fire Station 2 construction Fire Administration offices feasibility study Temporary Fire Station 7 construction Tamarack Avenue traffic calming Citywide traffic calming projects Citywide bike lane enhancements Local Roadway Safety Plan Section 115 Pension Trust Citywide project management tools Data-driven decision-making platform ITEM 8: STRATEGIC PLAN UPDATE 22 ON TRACK ITEM 8: STRATEGIC PLAN UPDATE 23 Build Veterans Memorial Park Design and permit Robertson Ranch Park Complete conceptual design for Zone 5 Park Build Stagecoach Community Park garden Complete feasibility study to make Tyler Street one-way Construct Barrio traffic circles and other traffic calming Begin construction of Terramar area improvements, including a roundabout at Cannon Rd and Carlsbad Blvd Install pedestrian lighting in the Barrio ON TRACK ITEM 8: STRATEGIC PLAN UPDATE 24 Widen El Camino Real (Poinsettia to Camino Vida Roble) Widen El Camino Real (Arenal to La Costa) Widen El Camino Real (Sunny Creek to Jackspar) Upgrade beach access stairs and sidewalk Underground utilities with SDG&E Improve ADA beach access (Pine to Tamarack) Begin designing Carlsbad Blvd pedestrian lighting Traffic signals at Maverick and Camino De Los Coches Evaluate Camino De Los Coches & La Costa Ave Design Valley Street traffic calming Design improvements for State St & Grand Ave ON TRACK ITEM 8: STRATEGIC PLAN UPDATE 25 Design Valley St walking, biking & traffic improvements Upgrade Park Drive retaining wall and drainage Work to expand La Posada de Guadalupe shelter capacity Implement Sustainable Mobility Plan goals Refurbish Fleet Maintenance Facility Renovate Police & Fire Headquarters, including EOC Design new public works storage facility Complete Core System Consolidation Expand Digital Information Network Implement Enterprise Asset Management System Upgrade Computer Aided Dispatch system NOT ON TRACK Design and permit South Carlsbad Blvd realignment Conceptual design for South Carlsbad Coastline Install more pedestrian lighting in the Village Feasibility study for Grand Ave promenade Implement intelligent parking program in the Village Reconfigure El Camino Real right turn at Alga Rd Complete Avenida Encinas Coastal Rail Trail (segment 3) Design Carlsbad Blvd & Tamarack improvements Complete Avenida Encinas and Palomar Airport Rd pedestrian improvements ITEM 8: STRATEGIC PLAN UPDATE 26 NOT ON TRACK Design La Costa Ave traffic improvements Design Chestnut St improvements (Valley to Pio Pico) Design Chestnut St improvements (I-5 to railroad) Plan, site and design permanent Fire Station 7 Build walking, biking & traffic upgrades on Kelly &Park Complete Maerkle Reservoir Solar Project Complete Trash Amendment Compliance Program Permit and design South Carlsbad Blvd realignment Design and build Orion Center (public works yard) Conceptual design for new City Hall and Civic Center ITEM 8: STRATEGIC PLAN UPDATE 27 WORK STOPPED ITEM 8: STRATEGIC PLAN UPDATE 28 Complete Palomar Airport Road and College Boulevard Improvements Complete Melrose Drive right turn lane to westbound Palomar Airport Road Complete improvements to Christiansen Way FISCAL CONDITION 29 ITEM 8: STRATEGIC PLAN UPDATE INFLATION GEOPOLITICAL CONFLICT NEW ADMINISTRATION POLICIES KEY BUDGET DATES MAY 20 Preliminary budget Capital Improvement Program Strategic Digital Investment Program Master fee schedule MAY 22 Community budget workshop JUNE 17 Public hearing to adopt budget and master fee schedule JULY 1 New fiscal year begins ITEM 8: STRATEGIC PLAN UPDATE 30 STRATEGIC PLAN DASHBOARD carlsbadca.gov/strategicplan RECOMMENDED ACTION Receive a mid-point update on progress made toward the goals of the Carlsbad Strategic Plan 2023-2027, an update on city finances and an overview of strategic actions planned to occur through fiscal year 2025-26 and provide feedback to staff. ITEM 8: STRATEGIC PLAN UPDATE 33