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HomeMy WebLinkAbout2025-04-07; Traffic Safety and Mobility Commission; 02; Overview of the Transportation Demand Management Program and 2024 Employer Survey Results Meeting Date: April 7, 2025 To: Traffic Safety & Mobility Commission Staff Contact: Nathan Schmidt, Transportation Planning and Mobility Manager nathan.schmidt@carlsbadca.gov, 442-339-2734 Subject: Overview of the Transportation Demand Management Program and 2024 Employer Survey Results District Citywide Recommended Action Receive a presentation on the citywide Transportation Demand Management Program and the 2024 Employer Survey Results. Executive Summary The City of Carlsbad’s Transportation Demand Management (TDM) Program aims to reduce single-occupancy vehicle (SOV) trips by promoting sustainable alternatives such as walking, biking, transit, and carpooling. TDM strategies also include options that reduce trip demand, like telecommuting and flexible work schedules. These efforts support key city goals: lowering greenhouse gas emissions, improving traffic flow, enhancing employee recruitment and retention, and maintaining a high quality of life for residents and workers. Discussion Adopted in 2015 as part of the General Plan Update, Carlsbad’s Climate Action Plan identifies TDM as a key strategy to cut transportation-related emissions, which account for nearly 40% of the city’s GHG output. In 2019, the City Council adopted the TDM Ordinance (CMC 10.44) provided in Exhibit 1, which requires new, non-residential developments generating over 110 average daily employee trips to prepare and implement a TDM plan. TDM plans must be approved by the city before building occupancy and include a pre-occupancy inspection and ongoing monitoring through biennial surveys. Projects may fulfill both city TDM ordinance and CEQA requirements through a combined TDM plan. Additionally, developments that impact LOS-exempt street segments, as determined by the Growth Management Plan Circulation section report, may require a TDM plan per the General Plan Mobility Element. TDM Framework and Resources To implement the ordinance, the city developed two guiding documents: TRAFFIC SAFETY & MOBILITY COMMISSION April 7, 2025 Item #2 Page 1 of 109 Staff Report • TDM Plan: Establishes a citywide goal of reducing SOV trips by 30% by 2035. It focuses on four strategic areas: infrastructure, policies and regulations, guiding resources, and the citywide TDM program (Exhibit 2). • TDM Handbook: Offers a detailed menu of TDM strategies, guidance on plan development and submittal, and monitoring requirements. A summary of the strategy categories are as follows and described in further detail in the TDM Handbook in Exhibit 2: o Services: Carshare, bikeshare, Microtransit, shuttles o Infrastructure: Bike lanes, pedestrian pathways, bike parking, curb management o Subsidies & Incentives: Transit and vanpool subsidies, membership discounts, prize-based challenges o Employer Policies: Telework, alternate schedules, flexible hours o Education & Outreach: Welcome kits, campaigns, commuter education o Parking Management: Paid parking, unbundled parking, carpool/vanpool spaces Program Implementation and Monitoring To date the city has approved over 53 TDM plans for office, commercial, industrial, and hotel projects that covers over 8,700 employees. Each participating site must implement selected strategies and complete an employer commute survey within 18 months of occupancy or once 75% occupied. Follow-up surveys are required every two years, accompanied by a status report. Sites not meeting mode share goals may be required to revise their TDM plan. Sustainable mode share goals range from 24–25% today to 30–40% by 2035 (see Table 1 below). The city also offers a TDM Business Outreach Program, called “Carlsbad Commuter,” to help developers and employers implement strategies and meet ordinance requirements. The program includes assessments, implementation support, events and ongoing engagement. All participating properties must meet with city staff annually and take part in at least one citywide TDM event. CarlsbadCommuter.com is the City of Carlsbad’s official resource for promoting sustainable transportation options as part of the city’s Transportation Demand Management (TDM) program. The site offers personalized commute planning tools, a trip logging dashboard with rewards and challenges, educational materials, and links to regional transportation services. It encourages residents, employees, and businesses to choose alternatives to driving alone such as biking, walking, carpooling, vanpooling, and transit to help reduce traffic congestion and greenhouse gas emissions. Employers can use the platform to promote sustainable commute programs internally and meet reporting requirements. The TDM Business Outreach Program and CarlsbadCommuter.com, in coordination with local and regional transportation efforts, promote a modern, multimodal approach to encouraging sustainable travel throughout the city. TDM Monitoring Under the Carlsbad TDM Ordinance, properties/employers with an approved TDM plan are required to prepare a baseline commute survey within one year of reaching 75% occupancy or within 18 months of initial occupancy, whichever occurs first. Properties conduct follow-up surveys every two years to gauge progress towards the sustainable transportation mode share April 7, 2025 Item #2 Page 2 of 109 goals identified by the city of Carlsbad (see Table 1 below). Along with the survey results, properties submit a status report documenting the implementation status of their TDM plan strategies. Properties that fail to reach their mode share goals during their follow-up surveys may have to amend their TDM plan to improve their progress towards the goal. A summary of the preliminary results of the latest round of these employer survey are provided in Exhibit 3. Table 1: Carlsbad Sustainable Mode Share Goals Period in which Reporting Falls New Developments Existing Buildings / Tenant Improvements Present till 2025 25 % 24 % 2025 - 2029 30 % 26 % 2030 – 2034 35 % 28 % 2035 and beyond 40 % 30 % Next Steps Staff will continue to monitor TDM plan implementations and evaluate employer survey data to identify trends and opportunities for improvement. Future efforts may include updates to the TDM Handbook, targeted outreach to underperforming sites, or adjustments to the development review process to better integrate TDM early in project planning. Exhibits 1. City Council Ordinance No. CS-350 2. TDM Plan and Handbook 3. TDM Plan Monitoring Summary: Spring and Fall 2024 April 7, 2025 Item #2 Page 3 of 109 CHAPTER 18.51 TRANSPORTATION DEMAND MANAGEMENT §18.51.010. Purpose. This chapter establishes policies and guidelines for transportation demand management in the City of Carlsbad that implements the Carlsbad Climate Action Plan (the "CAP"). The purpose of this chapter is to: (Ord. CS-350 § 2, 2019) §18.51.020. Authority. The City Engineer or designee shall administer this chapter. (Ord. CS-350 § 2, 2019) §18.51.030. Incorporation of Transportation Demand Management Manual by reference. The City Engineer shall establish rules and procedures as necessary to administer this chapter. Such rules and procedures shall be referred to as the "Transportation Demand Management Handbook" ("TDM Handbook") and is incorporated by reference into this chapter. The City Engineer is hereby authorized to modify the TDM Handbook as necessary provided such amendments are consistent with this chapter and state law. Should any provisions of the TDM Handbook conflict with any provisions of this chapter, the provisions of this chapter shall control. (Ord. CS-350 § 2, 2019) §18.51.040. Findings. This chapter implements the CAP. The requirements of this chapter will help to reduce greenhouse gas emissions associated with motor vehicles through application of strategies and policies to reduce travel demand by shifting single occupancy vehicle trips to alternative modes. (Ord. CS-350 § 2, 2019) §18.51.050. Definitions. "Alternative modes" means all modes of transportation that do not include single-occupancy vehicle trips, including transit, walking, biking, ridesharing and others. 1.Reduce single-occupancy vehicle trips and increase alternative mode share among Carlsbad workers to levels indicated in the CAP to meet 2035 greenhouse gas reduction targets. 2.Support citywide efforts to promote multi-modal streets and neighborhoods consistent with the mobility element of the general plan including Livable Streets Guide. 3.Mitigate the effects of increased traffic on city infrastructure and maintain adequate provision of public facilities consistent with the city's Growth Management Plan and Local Facilities Management Plan. 4.Provide more viable travel options and improve health, quality of life, and safety for City of Carlsbad residents and employees. City of Carlsbad, CA § 18.51.010 § 18.51.050 Downloaded from https://ecode360.com/CA4913 on 2025-04-01 Exhibit 1 April 7, 2025 Item #2 Page 4 of 109 "Commuter survey" means paper or electronic survey that includes questions about commuter behavior, preferences, motivations, and barriers. A commuter survey is typically distributed to establish and monitor mode share at a work site. "Mode share" means percentage of commuters who use different modes of transportation, such as drive-alone, transit, bike, walking, etc. "Single-occupancy vehicle (SOV)" means one occupant per vehicle. SOV trips can be used interchangeably with drive-alone or solo driving trips. "TDM Plan" means strategies and investments to reduce SOV mode share tailored to a specific work-site, including facilities improvements, programs, incentives/disincentives, education, marketing, and outreach. "Transportation Demand Management (TDM)" means strategies, policies, and programs that reduce demand on roadway infrastructure by reducing single-occupancy vehicle trips. (Ord. CS-350 § 2, 2019) § 18.51.060. Applicability. This chapter, together with the TDM Handbook, shall apply to all non-residential development projects where employees produce a minimum of 110 average daily trips (ADT). Trip generation rates determined as according to the TDM Handbook. All projects that are subject to this ordinance shall submit a TDM plan in accordance with the TDM Handbook. (Ord. CS-350 § 2, 2019) § 18.51.080. Enforcement. (Ord. CS-350 § 2, 2019) § 18.51.090. Fees. An applicant for a project subject to this chapter shall include with the application, all fees established by the City Council by resolution to cover the city's cost to review an application, any required TDM documentation package and any other documents that the city staff reviews pursuant to the requirements of this chapter and the TDM Plan and TDM Handbook. (Ord. CS-350 § 2, 2019) A. The City Manager, or designee, shall investigate and enforce this chapter. Any city authorized personnel or enforcement officer may exercise any enforcement power as set forth in Chapters 1.08 and 1.10 of the Carlsbad Municipal Code. B. Upon approval of the City Council, the City Manager, or designee, may delegate to or enter into a contract with a local agency or other person to implement and administer any of the provisions of this chapter on behalf of the city. C. TDM amenities approved and installed pursuant to the provisions of this chapter shall be maintained in accordance with the policies and requirements of the TDM Handbook. Failure to do so may be subject to enforcement to the provisions of this section. City of Carlsbad, CA § 18.51.050 § 18.51.090 Downloaded from https://ecode360.com/CA4913 on 2025-04-01April 7, 2025 Item #2 Page 5 of 109 City of Carlsbad Citywide Transportation Demand Management Plan Approved by Carlsbad City Council Feb. 26, 2019 Introduction The State of California has set mandates to reduce greenhouse gas emissions (GHG) to 1990 levels by 2020 or 15 percent below 2005 levels by 2020. The City of Carlsbad is doing our part and adopted a Climate Action Plan in September 2015 to meet our required share of GHG emission reductions. The Climate Action Plan recognizes that Transportation Demand Management (TDM) is an important strategy to achieve the state’s mandated targets. Transportation accounts for nearly 40% of greenhouse gas emissions and the purpose of TDM is to reduce the number of single occupancy vehicle trips among employees that work in Carlsbad. TDM is an effective strategy to reduce GHG emissions by reducing vehicle miles traveled (VMT). Specifically, the Climate Action Plan targets single occupancy vehicle trips, or people driving alone, to and from work. Measure K-1 requires the following: The Plan This citywide TDM plan outlines the framework within which city staff will operationalize TDM to meet the requirements of K-1 and ultimately the targets to reduce single-occupancy vehicle trips by 30% by the year 2035. Measure K-1 references the General Plan Mobility Element, which states that “TDM consists of programs and policies to reduce the demand for the single occupant automobile.” Thus, the citywide TDM plan consists of the following elements: 1.Infrastructure 2.Regulations & Policies 3.Guiding Resources 4.TDM Program 1. Infrastructure The ability of individuals or groups of individuals to choose alternative modes of transportation relies on the availability of a transportation network with adequate infrastructure to make other modes such as walking, biking, transit or carpooling viable. For example, a person is not likely to bike to and from work if there are not safe bike lanes available, if there are not clear bike routes from the street to their place of work, or if there are not showers available once they arrive at work. Exhibit 2 April 7, 2025 Item #2 Page 6 of 109 K-1: Adopt a citywide transportation demand management (TOM) plan, as described in the General Plan Mobility Element, detailing a mix of strategies to reduce travel demand, specifically of single occupancy vehicles. SANDAG's 2012 "Integrating Transportation Demand Management Into the Planning and Development Process"42 provides a guide to designing and implementing a TOM plan and will be used as a rceference document to develop the city's TOM plan. TOM strategies evaluated in the plan include parking ordinances, subsidized or discounted transit programs, transit marketing and promotion, carsharing, bikesharing, parking pricing, and bike parking. (Short-term) The city’s Sustainable Mobility Plan is an effort to examine alternative transportation options in a comprehensive way to present an existing and future network that will make it easier for individuals to understand and make varied transportation choices. The Sustainable Mobility Plan effort will prioritize infrastructure project to close gaps that are hindering the use of alternative modes of transportation like biking, walking, transit and safe routes to schools. A robust infrastructure network will provide more options for the community to choose one or a combination of transportation methods other than driving alone. Infrastructure improvement projects identified through the Sustainable Mobility Plan will be incorporated into the city’s annual Capital Improvement Program. In addition to the Sustainable Mobility Plan, the city will evaluate appropriate TDM infrastructure improvements through other major city efforts, like the Village & Barrio Master Plan implementation. Any new transportation services that is available in Carlsbad either through efforts led by the city or through partnership with regional transportation agencies such as SANDAG or NCTD also fall into the category of infrastructure. For example, should the city work with the business community to launch service to and/from transit stations to the city’s industrial hub around McClellan-Palomar Airport, such service would be considered an infrastructure improvement to the city’s network. 2. Regulations & Policies From the regulatory level, in addition to Measure K-1 of the Climate Action Plan, Measure K-2 of the plan requires adoption of a TDM ordinance. This ordinance places regulations on new non-residential development to install appropriate TDM infrastructure and programs at the individual development project level. This will be achieved by the development and city approval of project-specific TDM plans that development applicants will prepare when the project meets the determine threshold of average daily trips generate by employees. City staff will use industry standards to calculate average daily trips and determine the applicability of a project to submit a project-specific TDM plan. In addition to the TDM ordinance, other major city efforts that affect the transportation effort from a policy level will consider which, if any TDM strategies would be appropriate. The Village & Barrio Master Plan is an example of such an effort. The plan addressed TDM by evaluating parking requirements in the geographic area of the plan, parking program elements and infrastructure improvements that would encourage all people in the Village & Barrio to consider transportation options, whether they are residents, employees or even visitors. City staff will work with the city’s Chief Innovation Officer to identify potential areas where TDM strategies can leverage technology effectively or to coordinate transportation-related innovation efforts with this plan. 3. Guiding Resources TDM is not something developers or businesses have an expertise in and will need consultative assistance. Carlsbad is at the forefront of municipal climate change by launching a proactive TDM plan. City staff believe an important part of the citywide TDM plan is appropriate assistance to make choices that are cost-effective and project-specific. The TDM ordinance references the TDM Handbook, which will serve as a “living” document to provide guidance to the development and business community on April 7, 2025 Item #2 Page 7 of 109 how to implement TDM in a specific context. The handbook outlines a comprehensive list of strategies, details how the strategy can be implemented and which modes each strategy addresses. Once the ordinance is approved and adopted, the TDM Handbook will be accompanied by more detailed information about TDM on the city’s webpage, as well as an interactive online tool that will help filter the strategies in the TDM Handbook based on what an employer or developer wants to achieve. The TDM Handbook is considered a “living” document because city staff expect to update the handbook based on experiences once developers and businesses start using the resource. It will be iterative so that as TDM plans are approved and implemented, staff can gain insight qualitatively and quantitatively on the effectiveness of each strategy within the Carlsbad context. 4. TDM Program The TDM ordinance can only address new non-residential development. Staff recognizes that in order to meet our GHG reduction targets, proactive efforts must be made with the existing business community. Carlsbad is a significant regional employer and tens of thousands of employees commute into Carlsbad from outside the city. The TDM program will proactively identify, target and work with existing businesses to implement TDM plans. The most cost-effective way to implement a robust TDM program with the city’s existing business community is to contract TDM consultant services with a qualified technical firm who will use best management practices and Carlsbad’s position as a regional employment hub to expand the reach of TDM beyond the ordinance alone. City staff will work with the TDM consultant to develop the TDM program, but the consultant will be expected to provide the following services in the first year. • Establish stakeholder advisory committee consisting of a variety of stakeholders within the business, transportation and government sectors • Update framework for and monitoring structure of the TDM program • Conduct outreach to the existing business community In addition to this work in the first year to set up the TDM program, the TDM consultant will also provide technical support for the TDM ordinance including review and monitoring of project-specific TDM plans. The TDM consultant will also conduct the monitoring of TDM efforts through both the ordinance and program. Monitoring & Reporting Monitoring for the program will be coordinated by a city staff member within the Community & Economic Development Department since implementation of the TDM Ordinance is being led by the Land Development Engineering Division and the TDM Program is being led by the Economic Development Division as a service and manner of support to the existing business community. Community & Economic Development staff will provide updates to City Council annually on TDM efforts as part of the annual Climate Action Plan report. April 7, 2025 Item #2 Page 8 of 109 Transportation Demand Management Handbook Version 2.0 April 7, 2025 Item #2 Page 9 of 109 (_ City of Carlsbad Carlsbad TDM Handbook Contents 1 Carlsbad TDM Overview .......................................................................................................... 2 2 Carlsbad TDM Ordinance ......................................................................................................... 8 3 General Plan Mobility Element TDM Plan Requirement ......................................................... 23 4 TDM Business Outreach Program ........................................................................................... 32 Appendices A.Strategy Details and Guidance .............................................................................................. A-1 B.Alignment with Local, Regional, and State Plans ................................................................... B-1 C.TDM Plan Template for Ordinance Projects .......................................................................... C-1 D.TDM Plan Template for Mobility Element Projects ............................................................... D-1 E.Glossary of Terms ................................................................................................................. E-1 F.TC Designation Form ............................................................................................................. F-1 G.Transportation Demand Management (TDM) Plan Acknowledgment Form .......................... G-1 April 7, 2025 Item #2 Page 10 of 109 Carlsbad TDM Handbook 2 1 Carlsbad TDM Overview 1.1 Introduction As Carlsbad becomes an increasingly desirable place for people to live, work, and play, it is important that the city balances growth and economic opportunity with demand on roadway and parking infrastructure and a responsibility to achieve environmental targets. At the same time, innovation across the mobility landscape is accelerating at a rapid pace, adding new and emerging approaches and technologies, such as microtransit, shared mobility, remote work, and advances in autonomous vehicles. In September 2015, the City of Carlsbad adopted a Climate Action Plan (CAP) to promote sustainability in the community and help meet greenhouse gas (GHG) reduction targets. As automobile emissions contribute significantly to GHG emissions, the CAP directed the city to adopt a citywide Transportation Demand Management (TDM) plan (Measure K-1) and TDM ordinance (Measure K-2) to encourage Carlsbad workers to shift from driving alone to traveling by sustainable modes. TDM policies and programs encourage people to drive less and walk, bike, ride transit or carpool more. The citywide TDM plan describes the city’s strategic approach to implementing TDM to meet the requirements of Measure K-1 and K-2 and City Council Policies. The plan identifies four strategic areas: infrastructure, regulations & policies, guiding resources and the larger TDM program. The City of Carlsbad’s TDM Program was designed to implement the citywide TDM plan. The program supports and implements policies set out in several important city planning and policy documents and reinforces state and regional plans and programs, such as SANDAG’s iCommute program, that promote equitable and sustainable development and increased mobility options for all residents, workers, and visitors. Appendix B includes more detail on how the TDM program aligns with local, regional, and state programs and plans. The TDM program is measured by the percentage of trips made by alternative transportation modes rather than by driving alone. The mode share goals for the TDM ordinance and the TDM business outreach program are tied to the City of Carlsbad’s alternative mode share goal identified in the 2015 CAP and will be adjusted should there be a change in future editions of the CAP. The 2015 CAP set an overall alternative mode share goal of 32 percent by 2035: 30% for existing non-residential buildings and 40% for new non-residential buildings. Generally, these different TDM requirements for the City of Carlsbad involve implementing infrastructure and non-infrastructure TDM strategies through a project-level TDM Plan registered with the Carlsbad Transportation Administrator and conducting regular surveys of April 7, 2025 Item #2 Page 11 of 109 Carlsbad TDM Handbook 3 employees to ensure compliance. The TDM Plan, specifies the conditions – be it new development or redevelopment, residential or non-residential – and the actions that must be taken. This handbook also describes required TDM strategies which must be included in a project-level TDM Plan and optional TDM strategies which may be included in a TDM plan. City of Carlsbad staff through the Carlsbad Commuter program are available to help implement business and residential TDM Plans. Are you developing a new residential or commercial development? Are you a transportation coordinator that just got handed your organization’s TDM Plan? This TDM Handbook is a resource designed to help you navigate TDM plan requirements as well as provide general resources for the implementation of TDM strategies, thereby supporting the city’s commitment to conservation and sustainability. The purpose of this handbook is to provide an overview of what TDM is and its importance to Carlsbad, establish rules and procedures for the administration of the TDM ordinance and mobility element policies, and to make it easy for Carlsbad businesses to comply with these requirements. The TDM Handbook will be updated by city staff as needed, to meet the goals and objectives of the CAP and other city initiatives. TDM Ordinance and Plan Requirement The TDM ordinance (Measure K-2) was approved in the spring of 2019 and became effective on April 11, 2019. The general purpose of the TDM ordinance is to establish regulatory TDM requirements for new non-residential developments and redevelopments in the City of Carlsbad. The TDM ordinance requires non-residential developments that generate 110 or more average daily employee trips (ADET) to prepare a TDM plan. If a project triggers both the TDM ordinance and the General Plan Mobility Element TDM plan requirement, a TDM plan shall be prepared in accordance with the requirements of the TDM ordinance. This handbook is incorporated by reference into the TDM ordinance and elements of the handbook are enforceable. General Plan Mobility Element TDM Plan Requirement Residential and non-residential new developments that do not fall under the TDM ordinance may be required to prepare and implement a TDM plan if the development adds vehicle traffic to street facilities that are exempt from the vehicle LOS standard, consistent with 3-P.11 of the General Plan Mobility Element. If a project triggers both the TDM ordinance and the General Plan Mobility Element TDM plan requirement, a TDM plan shall be prepared in accordance with the requirements of the TDM ordinance. TDM Business Outreach Program The TDM Business Outreach Program provides support to implement TDM, meet the goals of the Climate Action Plan, and ultimately works together with planned infrastructure improvements to reduce single-occupancy vehicle trips. April 7, 2025 Item #2 Page 12 of 109 Carlsbad TDM Handbook 4 The program, called Carlsbad Commuter, is provided by the city as a service to support developers, property managers, and employers. It provides outreach and support to local employers to help improve transportation options for their workers. The program also provides assistance to developers with the implementation of site-specific plans required by the TDM ordinance. Along with local and regional transportation initiatives, the TDM Business Outreach Program helps establish a new way of thinking about mobility in Carlsbad worthy of a world class city. TDM Residential Outreach The citywide TDM program also includes outreach to residents via schools and common interest developments, such as homeowner associations. 1.2 What is TDM? Transportation Demand Management (TDM) is the concept of using policies, strategies, and programmatic measures to encourage a shift away from single-occupancy vehicle (SOV) trips toward alternative travel options, such as walking, biking, transit, and ridesharing to reduce demand for congested roadways and parking. In other words, TDM efforts try to get people to drive alone less, and instead, walk, bike, ride transit or carpool more. TDM is generally not about building new roads or bike lanes or operating travel services. It’s about using subsidies, policies, and education to make the transportation system that we have work better. Less time spent in a car can benefit the individual in many ways by reducing stress, increasing physical activity, and saving money. Cumulatively, it also can allow for a much more efficient use of road space, thereby increasing mobility, decreasing vehicle miles traveled (VMT), and decreasing greenhouse gas (GHG) emissions. April 7, 2025 Item #2 Page 13 of 109 Carlsbad TDM Handbook 5 Figure 1-1 TDM Concept Effective TDM is Multi-Faceted and Comprehensive A robust TDM program incorporates a variety of interventions to promote sustainable choices during the transportation decision-making process. TDM interventions could include onsite TDM-supportive amenities and facilities that increase the mobility options available to individuals, marketing and incentive programs that encourage other travel options, disincentives to make driving less attractive, and travel planning assistance to empower commuters to make informed decisions. Different types of TDM interventions reinforce one another to create a comprehensive program that supports a range of transportation modes. 1.3 Types of TDM Strategies TDM strategies can be implemented at the site, district, city, or regional level. This handbook focuses on strategies that are implemented at the site level by businesses or residential properties. Strategies typically fall into two categories: § Site-specific infrastructure strategies support alternative travel to and from the site. They include bike parking, showers and lockers for individuals biking or walking to work, preferential carpool and vanpool parking, bike and pedestrian connections across a site or to the citywide bike and pedestrian network, and onsite amenities that reduce employee or resident trips, such as fitness centers, coffee shops, restaurants/cafeterias, ATMs, or similar services. § Non-infrastructure strategies incentivize alternative travel by employees and residents. They include alternative transportation subsidies, ridematching services to facilitate April 7, 2025 Item #2 Page 14 of 109 50 50 50 25 50 10 50 1 people single occupancy people carpools people van pools people bus vehides iiiit • . .... tiiii • . .... '"" ""' Hitt . iiiit Hitt . tiiti iiiit . iiiit . tiiii • iiiit ttttt • Hitt • Hitt • Hitt Hitt · Hitt Hitt · Hitt Hitt • Hitt • Hitt • Hitt ttttt . ttttt ttttt • ttttt Hitt Hitt Hitt iitH Hitt Hitt • Hitt • Hitt tHH Hitt • Hitt • Hitt Carlsbad TDM Handbook 6 carpooling, guaranteed ride home programs, and marketing and outreach events and programs. A comprehensive list of strategies eligible for mandated TDM plans is available in Appendix A. 1.4 Benefits of TDM The TDM Program helps the city achieve its sustainability and mobility goals by managing growth and development, mitigating congestion, improving air quality, and increasing access and connectivity in the transportation network. TDM practices also have many short-term and long-term benefits for Carlsbad workers, businesses, residents, and the community. For examples of the benefits of implementing a TDM Plan, please refer to Section 4.4 Case Studies. 1.5 Who should implement TDM Strategies? TDM strategies can be implemented by and tailored to employers of all sizes, schools, and residential properties. Many strategies are low-cost interventions and can be implemented without large upfront investments. This handbook provides information and resources to all developers, property managers, homeowners associations, schools, and employers doing business in the City of Carlsbad. Whether you are required to prepare and implement a TDM plan or are interested in improving Figure 2-1 Benefits of TDM April 7, 2025 Item #2 Page 15 of 109 Carlsbad Workers • Reduced work stress • Improved morale • Increased productivity • Commute flexibility and increased affordability Carlsbad Businesses • Meet CAP Requirement • Meet LEED & CAL Green Requirements • Better productivity and workplace morale • Improved employee health and wellness • Attract talent • Enhanced public image • Decreased parking demand • Support other sustainable goals Carlsbad Residents • Access to more and better transportation options • Less neighborhood traffic • Emphasis on a healthy and active community Carlsbad Community • Improved air quality • Reduced greenhouse gas emissions • Better access and connectivity • Reduced traffic congestion • Support sustainable goals Carlsbad TDM Handbook 7 commute options for employees, guidance and resources for all scenarios are covered in this document. • Refer to Section 2 Carlsbad TDM Ordinance for information about who the ordinance applies to and step-by-step guidance for compliance. • Refer to Section 3 General Plan Mobility Element TDM Plan Requirement for information about developments required to prepare a TDM plan under the General Plan Mobility Element. • Refer to Section 4 TDM Business Outreach Program for information about the TDM program available for all employers and property managers located within the City of Carlsbad. April 7, 2025 Item #2 Page 16 of 109 Carlsbad TDM Handbook 8 2 Carlsbad TDM Ordinance 2.1 Background The TDM ordinance was approved in the spring of 2019 and became effective on April 11, 2019. The general purpose of the TDM ordinance is to establish regulatory development requirements for TDM in the City of Carlsbad. The TDM ordinance places requirements on non-residential development that is anticipated to generate 110 or more average daily employee trips (ADET). The 110-employee trip threshold was chosen to align with the Governor’s Office of Planning & Research’s Technical Advisory document on evaluating transportation impacts in CEQA. The focus on employee trips only acknowledges that employers can significantly influence how employees travel with TDM strategies while having far less ability to influence how customers and visitors travel. That document, released in December 2018, identified that projects generating fewer than 110 average daily trips could generally be assumed to cause a less than significant transportation impact. 2.2 Purpose of the Ordinance The City of Carlsbad’s TDM Ordinance is designed to ensure developers, property managers, and employers provide sufficient on-site amenities and services for walking, biking, ridesharing, and transit to reduce single-occupancy vehicle (SOV) trips among Carlsbad workers as required by Measure K-2 of the Climate Action Plan Measure (CAP). The city’s primary goal for the TDM Ordinance is to increase alternative (non-SOV) mode share to 40% for new developments and 30% for existing developments by 2035. As a reflection of the city’s commitment to the Carlsbad Community Vision for the future, the ordinance is consistent with the General Plan, Climate Action Plan (CAP), and other supporting policies. In addition, the TDM ordinance aligns with many other policy goals to improve quality of life for Carlsbad residents and workers. The TDM ordinance has six supporting objectives: • Manage growth and development. • Increase access to transportation options and mobility. • Foster a healthy community for Carlsbad residents and workers. • Build inter-agency partnerships and strengthen regional sustainability and mobility efforts. • Focus on local sub-areas for improvements to align with the Sustainable Mobility Plan. • Promote emerging mobility technologies. The City of Carlsbad has hired a Transportation Administrator (Carlsbad TA) to assist developers with TDM Ordinance compliance and completion of a plan. Accompanying this document is a TDM Plan Template to further assist developers in development of the TDM plan. April 7, 2025 Item #2 Page 17 of 109 Carlsbad TDM Handbook 9 2.3 Relationship of the Ordinance to Other TDM Mitigation Measures Carlsbad’s Multimodal Level of Service (MMLOS) mitigation measures and California Environmental Quality Act (CEQA) mitigation measures may result in implementation of TDM measures. These present separate pathways to TDM implementation aiming to achieve different goals than the TDM ordinance. However, some measures may be eligible to count towards the total number of points required in the TDM plan, provided they adhere to the requirements of the TDM measure as detailed in this handbook. Regardless of the source of the TDM measure requirement, all TDM strategies associated with a specific project are contained in a single TDM plan to be implemented and monitored in accordance with the details contained in the TDM plan. TDM measures will be reviewed and approved according to the requirements of the specific pathway the measure is proposed to satisfy. TDM measures used to meet CEQA requirements must remain in perpetuity with the project. 2.4 Thresholds for Compliance Proposed non-residential development projects with trip generation estimates of 110 average daily employee trips (ADET) or more are subject to the transportation demand management (TDM) ordinance and are required to complete and implement a TDM Plan. A development is any construction, re-construction, re-model, or alteration of the size of any building structure, or area of occupancy, requiring a development permit; any grading activities requiring a development permit; change in the density or intensity of use of land requiring a development permit. Renovation work, such as window replacement, electrical upgrades, lighting, painting, etc. is not considered development. Examples of development are: • New building construction • Building additions • Tenant improvements to existing building space • A redevelopment creating a single space/suite hosting one business that creates 110 employee trips. • Creation of outdoor facilities where employees are expected to work, such as outdoor dining areas, amusement parks, outdoor retail, etc. The square footage used to calculate the trip generation estimate for tenant improvements is based on the floor area of the improvement, not the square footage of the entire building. No credit for daily employee trips is given for existing uses that are replaced by a proposed project. Similarly, some infrastructure improvements are sized based on the square footage of the improvement. However, the TDM plan is applicable to all the applicant’s employees located at the site. While requirements for infrastructure improvements are correlated to the size of the tenant improvement, programmatic measures are expected to be available to all employees at the site. 2.4.1 Tiered Requirements TDM requirements for new developments vary by the expected average daily employee trips (ADET). All developments that meet the threshold of 110 ADET are required to submit a April 7, 2025 Item #2 Page 18 of 109 Carlsbad TDM Handbook 10 TDM plan using the TDM Plan Template for Ordinance Projects and are subject to the monitoring and reporting schedule described in section 2.8. Table 2-1 TDM Plan Applicability ADET New Development/ Tenant Improvement <110 Exempt 110 - 220 Tier 1 221 - 275 Tier 2 >275 Tier 3 Average daily employee trips will be calculated using the ADET estimations in Table 2-2. Uses not listed may be subject to special consideration should contact city staff for further information. For projects with multiple uses, calculate ADET based on the square footage for each use. Table 2-2 ADET Estimation for Various Commercial Uses Use ADET for first 1,000 sq. ft. ADET/ 1000 sq. ft. thereafter1 Office- all uses2 13.0 13.0 Restaurant 11.0 11.0 Retail3 8.0 4.5 Industrial 4.0 3.5 Manufacturing 4.0 3.0 Warehousing 4.0 1.0 Example 1: a 23,000 sq. ft. retail development would be estimated to generate 107 trips: 8 trips for the first 1,000 sq. ft. and 99 for the next 22,000 sq. ft. (23,000/1,000 * 4.5). Example 2: a 100,000 sq. ft. warehouse with 5,000 sq. ft. of office would be estimated to generate a total of 168 ADET: 65 trips for the office use (5,000/1,000 * 13) plus 4 trips for the first 1,000 sq. ft. of warehousing plus 99 trips for the remaining 99,000 sq. ft. of warehousing (99,000/1,000 * 1). 1 Unless otherwise noted, rates estimated from ITE Trip Generation Manual, 10th Edition 2 For all office categories. Calibrated based on typical number of employees/square foot for office uses. 3 Retail uses include shopping center, variety store, supermarket, gyms, pharmacy, etc. April 7, 2025 Item #2 Page 19 of 109 Carlsbad TDM Handbook 11 2.5 TDM Plan Requirements The following TDM plan elements are required. They are further described in the TDM Plan Template (Appendix C). Some projects may be identified as unique by city staff and may be subject to a case-by-case analysis of TDM plan requirements. • Existing conditions and context • Agreement to implement the following required strategies: o Designating a transportation coordinator (TC). The TC must attend an introductory TC meeting and completing a TC training. o Distributing transportation options information to new employees. o Coordinating with the city’s business outreach TDM program (Carlsbad Commuter), including attending at least one event or meeting and participating in/promoting at least two citywide TDM events per year. o Shell buildings and multi-tenant buildings only: Requiring TDM participation by tenants via lease language. At a minimum, tenant must agree to provide a current contact, participate in promoting the project’s TDM strategies and sustainable transportation, and distribute and promote surveys to their employees to comply with monitoring. The building owner remains responsible for TDM plan compliance and must provide a transportation coordinator. Note: Tenants applying for a building permit have the option to choose the property’s TDM plan or create their own. If they choose their property’s TDM plan, they must complete the TDM Plan Acknowledgment Form in Appendix G before the building permit is issued. If they trigger a higher tier level, they must create their own TDM plan for city approval. • A selection of infrastructure improvements and non-infrastructure strategies must be chosen to supplement the required strategies and achieve the number of points detailed in Table 2-3. The number of points available for different strategies roughly correspond to each strategy’s trip reduction potential. Table 2-3: Required Points by Tier Required Points** Elective Points Total Points Tier 1 4 2 6 Tier 2 4 5 9 Tier 3 4 14* 18 *Tier 3 projects must gain at least six points through infrastructure strategies and Tier 1 and 2 projects must select from both infrastructure and non-infrastructure strategies, unless otherwise approved by the City of Carlsbad. **Shell buildings and multi-tenant buildings have five required points since they must include TDM in their lease language. • Agreement to adhere to monitoring and reporting requirements as described in Section 2.8. • The strategies selected may be changed in the future by amending the TDM plan according to the process laid out in Section 2.8. April 7, 2025 Item #2 Page 20 of 109 Carlsbad TDM Handbook 12 2.6 TDM Plan Review and Approval Process Discretionary Permits (if applicable) 1) Prior to submitting a permit application, confirm applicability of TDM ordinance •Use the Development Permits P-2 form to determine if the project is subject to the TDM ordinance. •All projects subject to the TDM Ordinance are required to complete a preliminary TDM plan for review and approval prior to discretionary approval. 2) Pre-application Consultation •Applicants should email landdev@carlsbadca.gov to schedule a consultation and coordinate TDM requirements related to the project prior to submittal of their draft plan. 3) Preliminary TDM Plan Review •The preliminary TDM plan is reviewed along with other application materials in the Planning division submittal package. Comments will be provided via the submittal package comment letter. •Once the preliminary plan has addressed all city comments, it will be approved as a preliminary TDM plan. 4) Requirements Following Preliminary Plan Approval •The project will be conditioned to submit a final TDM plan to the satisfaction of the City Engineer prior to occupancy of an associated building permit. This step allows for updates to the preliminary plan once one or several tenants have been identified. •TDM requirements following discretionary approval are outlined in the Building Permit process below. April 7, 2025 Item #2 Page 21 of 109 Carlsbad TDM Handbook 13 Building Permits – Projects with a Preliminary Plan on File PRIOR TO BUILDING PERMIT ISSUANCE 1) TDM Plan Consultation •For projects that have an approved preliminary TDM plan, a consultation between a developer representative and city staff must occur and infrastructure strategies shall be incorporated into the building plan set. To request a consultation, email landdev@carlsbadca.gov. PRIOR TO FINAL BUILDING PERMIT AND OCCUPANCY 2) TDM Plan Development •The Carlsbad TA is available to assist with the completion of the final plan. •The final TDM plan shall be submitted to city staff for review and approval. Selected infrastructure strategies shall be incorporated into the building plan set. •The final plan must address all comments received and must be submitted with the required signatures prior to approval. 3) Pre-Occupancy Site Inspection •TDM plans must complete a successful pre-occupancy inspection prior to approval. During the inspection, the presence and proper installation of infrastructure and physical elements are verified. •If the infrastructure has not been installed per the TDM plan, modifications to the infrastructure or to the TDM plan may be required. 4) Plan Approval and Implementation •After all comments have been addressed and infrastructure strategies have been verified at the pre-occupancy site inspection, the TDM plan will be signed by a city representative. The city will distribute the approved TDM plan to appropriate individuals. •The city provides implementation and monitoring assistance to applicants via the TDM business outreach program Carlsbad Commuter. April 7, 2025 Item #2 Page 22 of 109 Carlsbad TDM Handbook 14 Building Permits – Projects with no Preliminary Plan on File PRIOR TO BUILDING PERMIT ISSUANCE 1) TDM Plan Consultation •Prior to issuance of a building permit, all projects subject to the TDM ordinance must complete a consultation with city staff regarding submittal of the TDM plan. To request a consultation, email landdev@carlsbadca.gov. •In addition, a consultation between the plan preparer and city staff or the Carlsbad TA must occur prior to building permit issuance. •If the property has an approved TDM plan on file, applicants may choose to sign on to the property's plan, unless a higher tier is required. 2) Infrastructure Selection •Applicants who develop their own plan must identify infrastructure strategies before building permit issuance and discuss and email them with an early draft plan to the Carlsbad TA for preliminary approval. These infrastructure strategies will need to be incorporated into the building plan set. PRIOR TO FINAL BUILDING PERMIT AND OCCUPANCY 3) TDM Plan Development •The Carlsbad TA is available to assist with the completion of the plan. •Applicants/plan preparers submits a draft of the final plan using the template in Appendix C with supporting documentation to the Carlsbad TA for review and receives feedback at the latest six weeks before occupancy is expected. •The final plan must address all comments received and must be submitted with the required signatures prior to approval. 4) Pre-Occupancy Site Inspection •TDM plans must complete a successful pre- occupancy inspection prior to approval. During the inspection, the presence and proper installation of infrastructure and physical elements are verified. •If the infrastructure has not been installed per the TDM plan, modifications to the infrastructure or to the TDM plan may be required. 5) Plan Approval and Implementation •After all comments have been addressed and infrastructure strategies have been verified at the pre-occupancy site inspection, the TDM plan will be signed by a city representative. The city will distribute the approved TDM plan to appropriate individuals. •The city provides implementation and monitoring assistance to applicants via the TDM business outreach program Carlsbad Commuter. April 7, 2025 Item #2 Page 23 of 109 • Carlsbad TDM Handbook 15 2.7 Strategy Selection All TDM plans require the selection of strategies in addition to the required ones. This section describes the required strategies and includes a menu of infrastructure and non-infrastructure strategies available to fulfill the plan requirements. Reference Appendix A for detailed guidance and standards for each strategy. All projects must select strategies from both menus and Tier 3 plans must achieve a minimum of six points through infrastructure strategies, unless otherwise approved by city staff. Some strategies contain a range of points. The applicant will work with the TA to determine the likely effectiveness of the strategy based on the unique attributes of the site and proposed development. In general, the point value is relative to the level of effort and the applicability of a strategy based on the development context. The menu of strategies will be reviewed periodically by city staff to adjust point values of TDM measures as necessary or to add new measures. The revised menu of TDM strategies will only be used for new application, however, a property owner may file a TDM plan update application containing revised strategies at any time for review and approval by the city. 2.7.1 Required Strategies As laid out in Table 2-4 below, required strategies yield 4 points towards the required number of points. Table 2-4 Menu of TDM Strategies: Required Strategies Category Name Description Points Re q u i r e d Designated Transportation Coordinator (TC) Designate an on-site Transportation Coordinator responsible for ensuring compliance with City of Carlsbad TDM Plan requirements.  1 New Hire Transportation Information Distribute transportation options information provided by the citywide program to new hires at the point of hiring. 1 Citywide TDM Program Active participation in the citywide TDM program. 2 Re q u i r e d f o r S h e l l an d M u l t i -Te n a n t Bu i l d i n g s TDM in Leases and Purchase Agreements Establish requirements in leases and unit purchase agreements that bind tenants to provide TDM services. 1 April 7, 2025 Item #2 Page 24 of 109 Carlsbad TDM Handbook 16 Designated Transportation Coordinator (TC) All developments are required to designate a transportation coordinator responsible for ensuring that infrastructure is maintained, policies and programs are implemented, and amenities and partnerships are maintained as described in the approved TDM Plan. The designated TC should be on-site, unless otherwise approved by the City of Carlsbad. The TC ensures compliance with City of Carlsbad TDM Plan requirements and must attend an introductory meeting and complete a TC training. This requirement is active for the life of the TDM plan and must be in place prior to occupancy. If a property changes hands, a new property manager is hired, or staff turns over, a new TC must be designated using the TC designation form in Appendix F. Plan Guidance: Complete the TC Designation Form. Distribute New Hire Transportation Information All developments subject to the TDM ordinance are required to ensure that transportation options information is distributed to new employees during the hiring and orientation process. Citywide TDM Program All developments subject to the TDM ordinance are required to meet with the citywide TDM programs outreach staff on a regular basis (at least annually) and participate in/promote at least two events held by the citywide TDM program. TDM In Leases (New Shell Buildings and Multi-Tenant Buildings Only) Establish requirements in lease agreements that require tenants to implement and promote the strategies detailed in the approved TDM plan and comply with the monitoring requirements, such as distributing an employee commute survey and achieving required response rates. Lease agreements must include a copy of the TDM plan and specify which TDM plan commitments must be implemented by the tenant. Note that tenants applying for a building permit have the option to choose the property’s TDM plan or create their own. If they trigger a higher tier level, they must create their own TDM plan for city approval. Plan Guidance: Provide language that will be included in the lease that details the requirements above, describes for which strategies the tenant(s) will be responsible, and note that lease agreements will be accompanied by the approved TDM plan. Tenant TC contacts must be provided prior to the pre-occupancy inspection. 2.7.2 Infrastructure TDM Selections In the case of a tenant improvement, if the tenant has access to any infrastructure amenities listed in Table 2-5, the tenant can claim that amenity in their plan unless that amenity does not meet minimum standards or is, on average, fully utilized, such as two carpool spaces that are both occupied on most weekdays. The capacity of an existing infrastructure amenity will need to be evaluated at the time the strategy is proposed. A formal site visit (pre-occupancy inspection) will be scheduled to confirm that infrastructure improvements have been completed and located as agreed upon in the TDM Plan prior to occupancy. April 7, 2025 Item #2 Page 25 of 109 Carlsbad TDM Handbook 17 The following table provides high level descriptions of the strategies and the point value. Please refer to Appendix A for a detailed description of each strategy, applicability, minimum standards, and plan guidance. Points will be awarded based on whether the measure meets the standards and guidance laid out in Appendix A. Table 2-5 Menu of TDM Strategies: Infrastructure Strategies* Category Name Description Points In f r a s t r u c t u r e Secure Bike Parking Provide a secure, weather-protected bike cage or bike room for employees. 1 Public Bike Racks Provide public bike racks near the building entrances for all cyclists, including retail customers and visitors. 1 Bicycle Repair Station Provide on-site tools and space for bicycle repair. Bike repair stations shall include repair stands, air pumps, and other tools and resources necessary to quickly repair a bike. 1 Micromobility Parking Provide parking and charging for micromobility devices, e.g., dockless bike share, e-bikes, e-scooters, and docked bike share. 1 Preferential Parking for Car/Vanpools Provide preferential parking for car and vanpool vehicles that is close to the building entrance, covered, or otherwise preferable. 1-2 Car Share Parking and Vehicles Provide one or several car share vehicles along with preferential parking that is close to the building entrance, covered, or otherwise preferable. 1-2 End of Trip Facilities Provide showers, lockers, and changing rooms for employees who use active transportation to get to work. 1 On-site Amenities Provide access to on-site amenities such as on-site childcare, restaurants and shops, wellness centers, and other employee convenience services that reduce the need to drive for errands during the workday. 1-2 Bicycle and Pedestrian Connections Improve pedestrian and bicycle connectivity onsite/adjacent to the site consistent with the city’s Sustainable Mobility Plan and related bicycle and pedestrian planning efforts. Provide direct routes from public sidewalks to each building in the project.  1 Passenger Loading Zone Provide signed passenger loading curb space for shuttle, microtransit, ride-hailing or carpooling pick-up/drop off. 1 Innovation Any other physical site-improvement at the worksite to reduce single-occupancy vehicles will be considered. 1-5 *If a strategy is contingent upon a partnership with a third party for implementation and the company becomes defunct, the product becomes obsolete or otherwise unusable, the applicant should work with the TA to identify a suitable alternative. April 7, 2025 Item #2 Page 26 of 109 Carlsbad TDM Handbook 18 2.7.3 Non-Infrastructure TDM Selections The strategies in Table 2-6 Menu of TDM Strategies: Non-Infrastructure Strategies* 6, the non-infrastructure menu, and discussed in detail in the next section are organized into the following categories: amenities, policies, developer/employer programs, employer programs, partnerships, and innovation. A well-rounded, effective, and sustainable TDM plan includes complementary strategies from multiple categories. Please refer to Appendix A for a detailed description of each strategy, applicability, minimum standards, and plan guidance. Points will be awarded based on whether the measure meets the standards and guidance laid out in Appendix A. Table 2-6 Menu of TDM Strategies: Non-Infrastructure Strategies* Category Name Description Points Am e n i t i e s Micromobility Fleet Provide e-bikes, e-scooters, or other micromobility devices to employees for business and personal use during the workday. 1-2 Real-Time Travel Information Screens  Provide displays in key locations in developments which display real-time information about transportation services. Screens must cover three different travel options and be located in high-traffic areas (i.e., building lobby, elevator, mail kiosk). 1 Mobile On-site Amenities Provide access to on-site amenities such as: food trucks, mobile bike repair services, and mobile hair salons that reduce the need to drive for errands during the workday. 1 De v e l o p e r / E m p l o y e r Pr o g r a m s Transportation Subsidy/ Incentives Budget Establish and spend budget to subsidize alternative travel modes. Examples include providing monthly transit passes to employees, reimbursing a monthly vanpool cost or paying a monthly bicycle benefit. 1-10 Marketing and Outreach Implement a marketing and outreach program to educate commuters about the transportation programs and services available to them and to encourage sustainable travel choices. 1-4 Ridematching Services Develop an internal ridematching program or promote existing ridematching platforms, such as Carlsbad Commuter. 1 GRH Services Develop an internal guaranteed ride home program or utilize SANDAG’s GRH program. 1 April 7, 2025 Item #2 Page 27 of 109 Carlsbad TDM Handbook 19 Establish and Maintain Partnerships with Area Businesses/Properties Create and implement TDM cost sharing partnerships with area businesses/properties to address shared trip mitigation resources and efforts. Example: joint shuttle to train station. 1-5 Establish and Maintain Partnerships with Private Vendors Create and implement partnerships with private vendors that create measurable levels of local service delivery of things such as a shuttle service, micro-mobility, dynamic ridesharing, and other services. 1-5 Em p l o y e r P r o g r a m s Telework Program Implement a formal telework program that allows eligible employees to work from home at least one day per week. 1-5 Flexible/Alternative Work Schedules Implement flexible/alternative work schedules that allow employees to work longer hours and fewer days during a week or two-week period. 1-2 Alternative Transportation Incentive Offer cash payments to employees who do not drive alone, such as parking cash out. 1-10 Commuter Tax Benefits Offer pre-tax commute benefits to employees allowing them to pay for qualifying commute expenses with pre-tax funds. 1 Customized Travel Plans Provide customized travel plans to employees along with programs and incentives that are available to them. 1 In n o v a t i o n Innovation Any other strategies to reduce single-occupancy trips to the worksite will be considered. Strategies that have been implemented successfully at other developments, including other geographies, are encouraged. 1-5 *If a strategy is contingent upon a partnership with a third party for implementation and the company becomes defunct, the product becomes obsolete or otherwise unusable, the applicant should work with the TA to identify a suitable alternative. 2.8 Monitoring, Reporting, Amendments, and Enforcement 2.8.1 Duration of the TDM Requirement TDM plans for new developments remain in place for the life of the development regardless of ownership, though it may be amended for a variety of reasons (see Section 2.8.3). If the property is sold, the new owner may choose to file a TDM plan amendment or prepare a new TDM plan. Any changes in ownership or property management require the designation of a new TC. April 7, 2025 Item #2 Page 28 of 109 Carlsbad TDM Handbook 20 TDM plans for tenant improvements remain in place for the life of the tenancy and do not transfer to a new tenant. However, if the tenant subleases all or part of the space, the tenant remains responsible for ensuring that the sublessee complies with the approved TDM plan and remains the official TC on file. This can take the form of coordinating all programming and monitoring for the worksite or including the TDM requirements in the lease agreement and ensuring that requirements are met. 2.8.2 Monitoring and Reporting Requirements All development projects subject to the TDM ordinance must implement the strategies approved in the plan. Upon plan approval, the TC shall conduct a baseline employee commute survey and follow-up surveys every two years. Along with survey results, the applicant shall submit a status report of non-infrastructure TDM strategies specified in the plan. The report shall be submitted to the city within one month of the conclusion of the reporting period. In addition, the City of Carlsbad reserves the right to perform periodic inspections. The baseline survey must be conducted within 12 months of reaching 75 percent occupancy or within 18 months of initial occupancy, whichever occurs first. Developments with multiple buildings or phases must conduct employee surveys within 12 months of reaching 75 percent occupancy of the first building or within 18 months of initial occupancy of the first building, whichever occurs first. If specified in the TDM plan, leases may stipulate that the employer tenant(s) will administer employee commute surveys on the same schedule. Carlsbad’s Transportation Administrator tracks the monitoring periods for each project and will contact the development’s Transportation Coordinator when surveys are due to ensure compliance with TDM Plan monitoring requirements. The city will provide a survey template and specific instructions to facilitate and standardize data collection and reporting. All employee commute surveys shall achieve a minimum confidence interval of 5 percent at the 95 percent confidence level, or a 40 percent response rate, whichever number is higher, unless otherwise specified by the City of Carlsbad. The survey shall be conducted during designated survey windows in the spring (April) or in the fall (September), unless otherwise directed by the city, with subsequent surveys conducted during the same reporting period. To ensure that a site will achieve the 2035 alternative mode share goal, interim goals were created. Table 2-7 Alternative Transportation Mode Share Goals shows the current, interim, and final alternative mode share goals for both new developments and existing buildings/tenant improvements. The developer is not expected to achieve mode share goals by the time the baseline survey is conducted but is expected to meet the respective mode share goals of the period in which future reporting falls. For example, a new development that reaches 75 percent occupancy in 2021 will conduct its baseline survey by 2022. The first follow up survey, due in 2024, is expected to reach a 25 percent alternative mode share. The next two surveys, due in 2026 and 2028 will require an alternative mode share of 30 percent. The following two surveys in 2032 and 2034 will require an alternative mode share of 35 April 7, 2025 Item #2 Page 29 of 109 Carlsbad TDM Handbook 21 percent and the 2036 survey will need to show a 40 percent alternative mode share for the development to comply. Table 2-7 Alternative Transportation Mode Share Goals Period in which Reporting Falls Alternative Mode Share Goals New Developments Existing Buildings/Tenant Improvements Present till 2025 25% 24% 2025 - 2029 30% 26% 2030 - 2034 35% 28% 2035 on 40% 30% 2.8.3 TDM Plan Amendments An approved TDM plan may be amended for the following reasons: • Designation of a new transportation coordinator. • A strategy may become unavailable or ineffective and must be replaced by another TDM strategy. • New strategies or transportation options become available as technology changes. • The plan fails to reach its mode share goal. • If the property is sold, the new owner may choose to file a TDM plan amendment or prepare a new TDM plan. • Future tenant improvements at employers with an approved TDM plan require additional TDM infrastructure due to insufficient capacity or significant employee or visitor growth. Amendment process: 1. To update the Transportation Coordinator: email the completed and signed TC Designation Form (Appendix F) to landdev@carlsbadca.gov. 2. To amend a TDM plan: email landdev@carlsbadca.gov to start the amendment process. City staff will reach out to assist with the amendment process. 2.8.4 Enforcement Projects are subject to physical inspection or audit to ensure that TDM infrastructure and amenities remain available at the property. Developments that fail to reach the mode share goal, will be asked to submit an amended TDM plan. Failure to participate in the monitoring and reporting or to achieve the required response rate will result in the actions described below. 1. Failure to achieve the required response rate by less than 10 percentage points: April 7, 2025 Item #2 Page 30 of 109 Carlsbad TDM Handbook 22 a. The difference between the percentage of survey respondents and the goal will be recorded as drive alone trips. 2. Failure to achieve the required response rate by more than 10 percentage points: a. The property will be required to conduct its survey again in the next survey window. b. Required compliance assessment with Carlsbad Commuter to be scheduled within two weeks of the reporting deadline and completed within two months of the reporting deadline. 3. Failure to participate in the survey: a. The property will be required to conduct its survey again in the next survey window. b. Required compliance assessment with Carlsbad Commuter to be scheduled within two weeks of the reporting deadline and completed within two months of the reporting deadline. Failure to maintain infrastructure and non-infrastructure elements of the plan, participate in monitoring or achieve the mode share goal may trigger additional requirement by the TA or enforcement actions pursuant to Chapter 18.51.080 of the Carlsbad Municipal Code. April 7, 2025 Item #2 Page 31 of 109 Carlsbad TDM Handbook 23 3 General Plan Mobility Element TDM Plan Requirement 3.1 Background Residential and non-residential development projects that do not fall under the ordinance may be required to prepare a TDM plan under the General Plan Mobility Element. Section 3-P.11 contains the following requirement: 3-P.11 Require new development that adds vehicle traffic to street facilities that are exempt from the vehicle LOS standard (consistent with 3-P.9) to implement: a. Transportation demand management strategies that reduce the reliance on single- occupant automobile and assist in achieving the city’s livable streets vision. b. Transportation system management strategies that improve traffic signal coordination and improve transit service. 3.2 Thresholds for Compliance The TDM plan requirement above is applicable to all projects that meet the threshold for average daily trips or peak hours trips per the Local Mobility Analysis guidelines. 3.2.1 Tiered Requirements Non-Residential Any non-residential projects that trigger a TDM plan requirement under the General Plan Mobility Element but not under the TDM ordinance are required to complete a Tier 1 TDM Plan using the instructions in this chapter. Residential Requirements for residential project vary by the number of dwelling units. Table 3-1: Tiers by Number of Dwelling Units Dwelling Units New Development < 50 Tier 1 50 - 99 Tier 2 100 or more Tier 3 April 7, 2025 Item #2 Page 32 of 109 Carlsbad TDM Handbook 24 Mixed-Use For mixed-use projects, non-residential and residential uses will be evaluated separately and must prepare TDM plans for each use that triggers the General Plan Mobility Element independently. Mobility Element TDM Plan Requirements A Mobility Element TDM plan requires the following plan elements, which are further described in Section 3.5 and the Mobility Element TDM Plan Template (Appendix D): • Existing conditions and context • A selection of infrastructure improvements that achieves the following total number of points: Table 3.2: Required Points by Tier Required Points* Elective Points Total Points Tier 1 1 2 3 Tier 2 1 4 5 Tier 3 1 6 7 April 7, 2025 Item #2 Page 33 of 109 Carlsbad TDM Handbook 25 3.3 Mobility Element TDM Plan Review and Approval Process Discretionary Permits (if applicable) 1) Prior to submitting a permit application, confirm applicability of General Plan Mobility Element Policy 3-P.11: •Use the Development Permits P-2 form to determine if the project is subject to the Mobility Element Policy. •All projects subject to the Mobility Element Policy are required complete a preliminary TDM plan for review and approval prior to discretionary approval. 2) Pre-application consultation: •Applicants should email landdev@carlsbadca.gov to schedule a consultation and coordinate TDM requirements related to the project prior to submittal of their draft plan. 3) Preliminary TDM Plan Review: •The preliminary TDM plan is reviewed along with other application materials in the Planning division submittal package. Comments will be provided via the submittal package comment letter. •Once the preliminary plan has addressed all city comments, it will be approved as a preliminary TDM plan. 4) Requirements Following Preliminary Plan Approval: •The project will be conditioned to submit a final TDM plan to the satisfaction of the City Engineer prior to occupancy of an associated building permit. This step allows for updates to the preliminary plan once one or several tenants have been identified. •TDM requirements following discretionary approval are outlined in the Building Permit process below. April 7, 2025 Item #2 Page 34 of 109 Carlsbad TDM Handbook 26 Building Permits – Projects with a Preliminary Plan on File PRIOR TO BUILDING PERMIT ISSUANCE 1) TDM Plan Consultation •For projects that have an approved preliminary TDM plan, a consultation between a developer representative and city staff must occur and infrastructure strategies shall be incorporated into the building plan set. To request a consultation, email landdev@carlsbadca.gov. 2) TDM Plan Development •The Carlsbad TA is available to assist with the completion of the final plan. •The final TDM plan shall be submitted to city staff for review and approval. Selected infrastructure strategies shall be incorporated into the building plan set. •The final plan must address all comments received and must be submitted with the required signatures prior to approval. PRIOR TO FINAL BUILDING PERMIT AND OCCUPANCY 3) Pre-Occupancy Site Inspection •TDM plans must complete a successful pre-occupancy inspection prior to approval. During the inspection, the presence and proper installation of infrastructure and physical elements are verified. •If the infrastructure has not been installed per the TDM plan, modifications to the infrastructure or to the TDM plan may be required. 4) Plan Approval and Implementation •After all comments have been addressed and infrastructure strategies have been verified at the pre-occupancy site inspection, the TDM plan will be signed by a city representative. The city will distribute the approved TDM plan to appropriate individuals. •Please note that the city provides implementation and monitoring assistance to applicants via the TDM business outreach program Carlsbad Commuter. April 7, 2025 Item #2 Page 35 of 109 Carlsbad TDM Handbook 27 Building Permits – Projects with no Preliminary Plan on File PRIOR TO BUILDING PERMIT ISSUANCE 1) TDM Plan Consultation •Prior to plan development, a consultation between the plan preparer and city staff or the Carlsbad TA must occur. To request a consultation, project applicant or TDM plan preparer shall email landdev@carlsbadca.gov. 2) TDM Plan Development •The Carlsbad TA is available to assist with the completion of the plan. •Applicants/plan preparers submits a draft of the final plan using the template in Appendix D with supporting documentation to the Carlsbad TA for review and receives feedback at the latest six weeks before the building is expected. The infrastructure strategies must be incorporated into the building plan set. •The final plan must address all comments received and must be submitted with the required signatures prior to approval. PRIOR TO FINAL BUILDING PERMIT AND OCCUPANCY 3) Pre-Occupancy Site Inspection •TDM plans must complete a successful pre-occupancy inspection prior to approval. During the inspection, the presence and proper installation of infrastructure and physical elements are verified. •If the infrastructure has not been installed per the TDM plan, modifications to the infrastructure or to the TDM plan may be required. 4) Plan Approval and Implementation •After all comments have been addressed and infrastructure strategies have been verified at the pre-occupancy site inspection, the TDM plan will be signed by a city representative. The city will distribute the approved TDM plan to appropriate individuals. •The city provides implementation and monitoring assistance to applicants via the TDM business outreach program Carlsbad Commuter. April 7, 2025 Item #2 Page 36 of 109 Carlsbad TDM Handbook 28 3.4 Required Strategy As laid out in Table 3-3 below, the required strategy yields one point towards the required total number of points. Table 3-3 Menu of TDM Strategies: Required Strategies Category Name Description Points Re q u i r e d Designated Transportation Coordinator (TC) Designate an on-site Transportation Coordinator responsible for ensuring compliance with City of Carlsbad TDM Plan requirements.  1 Designated Transportation Coordinator (TC) All developments are required to designate a transportation coordinator responsible for ensuring that infrastructure and amenities are maintained as described in the approved TDM Plan. The designated TC should be on-site, unless otherwise approved by the City of Carlsbad. The TC ensures compliance with City of Carlsbad TDM Plan monitoring requirements. This requirement is active for the life of the TDM plan and must be in place prior to occupancy. If a property changes hands, a new property manager is hired, or staff turns over, a new TC must be designated using the TC designation form in Appendix F. Plan Guidance: Complete the TC Designation Form. 3.5 Strategy Selection All Mobility Element TDM plans require the selection of infrastructure strategies. Reference Appendix A for detailed guidance and standards for each strategy. Some strategies contain a range of points. The applicant will work with the TA to determine the likely effectiveness of the strategy based on the unique attributes of the site and proposed development. In general, the point value is relative to the level of effort and the applicability of a strategy based on the development context. The menu of strategies will be reviewed periodically by city staff to adjust point values of TDM measures as necessary or to add new measures. The revised menu of TDM strategies will only be used for new application, however, a property owner may file a TDM plan update application containing revised strategies at any time for review and approval by the city. 3.5.1 Elective Strategies Applicants may select strategies from the following menu to achieve the required point value. Some strategies only apply to residential or non-residential uses and are listed as such. April 7, 2025 Item #2 Page 37 of 109 Carlsbad TDM Handbook 29 A formal site visit (pre-occupancy inspection) will be scheduled to confirm that infrastructure improvements have been completed and located as agreed upon in the TDM Plan prior to occupancy. Table 3-4 provides high level descriptions of the strategies and the point value. Appendix A provides additional details on each strategy. Table 3-4: Infrastructure Strategies Category Name Description Points Al l P r o p e r t i e s Secure Bike Parking Provide a secure, weather-protected bike cage or bike room for residents/employees. 1 Public Bike Racks Provide public bike racks near the building entrances for all cyclists. 1 Bicycle Repair Station Provide on-site tools and space for bicycle repair. Bike repair stations shall include repair stands, air pumps, and other tools and resources necessary to quickly repair a bike. 1 Micromobility Parking Provide parking and charging infrastructure for micromobility devices, e.g., bike share, e-bikes, and e-scooters. 1 Car Share Parking and Vehicles Provide one or several car share vehicles along with preferential parking that is close to the building entrance, covered, or otherwise preferable. 1-2 On-site Amenities Provide onsite amenities for residents/employees that reduce the need to drive. Residential examples include a gym, pool, or business office. Non- residential examples include onsite childcare, restaurants and shops, wellness centers, and other employee convenience services that reduce the need to drive for errands during the workday. 1 Bicycle and Pedestrian Connections Improve pedestrian and bicycle connectivity onsite or adjacent to the site consistent with the city’s Sustainable Mobility Plan and related bicycle and pedestrian planning efforts. Provide direct routes from public sidewalk to each building in the project.  1 April 7, 2025 Item #2 Page 38 of 109 Carlsbad TDM Handbook 30 Passenger Loading Zone Provide signed passenger loading curb space for shuttle, microtransit, ride- hailing or carpooling pick-up/drop off. 1 Innovation Any other physical site-improvement at the property to reduce single-occupancy vehicles will be considered. 1-5 Re s i d e n t i a l O n l y Mixed-Use Component Development contains neighborhood- serving uses, such as on-site childcare, restaurants and coffee shops, wellness centers, grocery stores, banks/ATM, dry cleaning, or similar services that reduce the need for residents to drive. 1 Delivery Supportive Amenities Provide amenities that facilitate deliveries at multi-family properties. Offer secure temporary storage for package deliveries, laundry service, or other deliveries, temporary refrigerated storage for grocery deliveries. 1 No n -Re s i d e n t i a l On l y Preferential Parking for Car/Vanpools Provide preferential parking for car and vanpool vehicles that is close to the building entrance, covered, or otherwise preferable. 1 End of Trip Facilities Provide showers, lockers, and changing rooms for employees who use active transportation to get to work. 1 3.6 Monitoring, Reporting, Amendments and Enforcement 3.6.1 Duration of the TDM Requirement TDM plans for developments remain in place for the life of the development regardless of ownership. If the property is sold, the new owner may choose to file a TDM plan amendment or prepare a new TDM plan. Any changes in ownership or property management require the designation of a new TC. For residential projects, the TDM plan must be incorporated by reference into the CC&Rs to ensure implementation of the plan and to notify homeowners of the project’s TDM requirements. April 7, 2025 Item #2 Page 39 of 109 Carlsbad TDM Handbook 31 3.6.2 Monitoring and Reporting All development projects subject to the TDM plan requirements under the General Mobility Element policy must implement the strategies approved in the plan and are subject to monitoring and biennial reporting as specified in the approved project TDM plan. Reporting requires confirmation that implemented strategies remain in place and in good condition. The city will provide a reporting template and specific instructions. In addition, the City of Carlsbad reserves the right to perform periodic inspections. 3.6.3 TDM Plan Amendments An approved TDM plan may be amended for the following reasons: • Designation of a new transportation coordinator • If the property is sold, the new owner may choose to file a TDM plan amendment or prepare a new TDM plan. Amendment process: 1. To update the Transportation Coordinator: email the completed and signed TC Designation Form (Appendix F) to landdev@carlsbadca.gov. 2. To amend a TDM plan: email landdev@carlsbadca.gov to start the amendment process. City staff will reach out to assist with the amendment process. 3.6.4 Enforcement Projects are required to implement all TDM measures in accordance with the approved project TDM plan. The project site is subject to physical inspection to ensure that TDM infrastructure and amenities remain in place and in good condition. Projects that fail to implement the measures in their TDM plan are subject to enforcement measures prescribed in the project conditions of approval and the city’s municipal code. April 7, 2025 Item #2 Page 40 of 109 Carlsbad TDM Handbook 32 4 TDM Business Outreach Program 4.1 Program Purpose The City of Carlsbad provides a voluntary citywide TDM program to help employers and property managers integrate TDM strategies into their business operations. The program, Carlsbad Commuter, supports Measure K-1 of the Climate Action Plan, which requires the adoption of a citywide TDM plan and is provided in collaboration with Life in Action. Carlsbad Commuter is available to assist developers with implementation of their approved TDM plan in accordance with the TDM ordinance. Carlsbad businesses are strongly encouraged to participate in the voluntary TDM program. In addition to the health, productivity, recruitment/retention, cost savings, and other benefits to TDM programming, participating businesses will be recognized as champions and leaders in the community. In addition to business resources, Carlsbad Commuter also offers commuting resources directly to those who live and work in Carlsbad. 4.2 Business Resources The Carlsbad Commuter program aims to offer relevant and timely resources to businesses and commuters. It focuses on providing implementation resources and is designed to adapt to the needs of Carlsbad employers, employees, and residents. Examples of program offerings include: • Ridematching tool to help commuters find carpool partners • Resources for implementing commute benefits • Trip tracking app allowing employees to earn prizes • Tips and tricks for more sustainable commuting • Expert assistance with implementing new programs, campaigns, or strategies • Remote and hybrid work resources The Carlsbad Commuter program collaborates with the regional SANDAG iCommute program. As a result, Carlsbad employers have access to both local and regional resources to help implement TDM strategies and plans. 4.3 Get Started Visit Carlsbad Commuter and learn more about the current offerings and gain access to valuable additional resources services, and programs. April 7, 2025 Item #2 Page 41 of 109 Carlsbad TDM Handbook 33 4.4 Exemplary Business TDM Programs in Carlsbad The City of Carlsbad’s business community is home to several employers with successful TDM programs. Through partnerships with iCommute, Carlsbad Commuter and various transportation services, these employers provide notable TDM programming at their worksites and with their employees. The following summaries of exemplary business TDM programs in Carlsbad were generated prior to the COVID-19 pandemic. Their associated pandemic-related innovations to TDM programs and policies will be updated upon availability. April 7, 2025 Item #2 Page 42 of 109 Carlsbad TDM Handbook 34 ViaSat ViaSat is a global communications company, located in Carlsbad approximately four miles east of I-5. The multi- building campus accommodates approximately 2,500 of the almost 5,000 global employees. ViaSat offers employees a comprehensive commuter benefits package to attract and retain top talent. The TDM Plan Facilities Secure bicycle parking On-site employee bikeshare for inter-campus transportation On-site shower facilities On-site café and coffee shop Fitness center/wellness center Programs Periodic on-campus bike maintenance Wellness incentives Waze Carpool partnership The Rationale ViaSat’s campus has many on-site amenities to encourage employees to reduce off-site trips. These include a wellness center offering a range of health care services, fitness center with showers, café, coffee shop, and conference space. ViaSat also invests in programs that complement its facilities, such as employee bike share, a free fitness membership incentive, and support for biking to work and through- out the campus. 71% drive alone mode share Bronze iCommute Diamond Award winner Recognized three years running Innovations Biking benefit Waze Carpool partnership Employee bike share Testimonial “TDM supports the health of both our employees and the environment; it’s a win-win.” -Social Impact Team Figure 4-1 Campus Bikeshare April 7, 2025 Item #2 Page 43 of 109 Carlsbad TDM Handbook 35 Thermo Fisher Scientific Thermo Fisher Scientific is the world leader in serving science, with revenues of more than $20 billion and approximately 70,000 employees globally. Approximately 2,000 employees work at Thermo Fisher’s Carlsbad facility. Thermo Fisher has been an active participant in the SANDAG regional TDM program, iCommute. In 2016, the company was recognized with a Platinum Diamond Award for its contributions to traffic mitigation, reduced emissions, and enhanced regional mobility. The TDM Plan Facilities Shower & lockers Priority carpool/vanpool parking Programs Enterprise vanpool subsidy Try Transit program Education Lunch & learn sessions Participation in Earth Day Fair Commuter intranet page Marketing & Outreach Earth Day and Bike to Work Day campaigns Promoting Annual Rideshare Month Commute Challenge The Rationale Thermo leverages its company-wide intranet and Yammer, a social media tool, to promote commuter benefits, boost visibility, facilitate online discussion and provide helpful resources. Marketing and outreach efforts also are a large component of the company’s commuter benefits program. In addition to posting educational and promotional information site- wide, Carlsbad site leadership actively promotes regional campaigns such as Earth Day, Bike to Work Day, and the annual Rideshare Month Commute Challenge in October (sponsored by iCommute). Thermo Fisher’s Carlsbad site also hosts lunch and learn events featuring Q&A sessions with SANDAG and other local service providers so that employees can become more familiar with their sustainable travel options. Many employees expressed interest in vanpool, carpool and riding transit. Thermo Fisher also offers a vRide vanpool program with SANDAG subsidies to employees. 71% drive alone mode share Sustainable mode share rose by more than 15% between 2014 and 2016 Platinum iCommute Diamond Award winner Recognized for Program Excellence Innovations Commuter Specific Intranet Subsidized Vanpool Annual Rideshare Challenge Testimonial “Even though the train takes longer than driving, I can get work done or do other things since the train has WiFi.” Ivan Tesic, Program Manager April 7, 2025 Item #2 Page 44 of 109 \ I , ,., - - , ' - Carlsbad TDM Handbook 36 Common Grounds Common Grounds is a creative co-working space featuring a host of on-site amenities designed to provide members with more commute options. The Carlsbad Common Grounds campus is located on Embarcadero Lane, near the Poinsettia Station, with access to the COASTER and Amtrak. The TDM Plan Facilities Bike repair station Basic bike racks Showers & lockers On-site amenities (café) Programs Complimentary bike- & skateboard-share for members Complimentary bike tune-ups Complimentary COASTER passes Incentives for transit riders Marketing & Outreach COASTER highlight in videos and on website Transit information display in lobby TV Bike to Work Day pit stop with raffle prizes Other New tenant information packet The Rationale Common Grounds is an innovative and flexible workspace that prioritizes amenities for its members and office tenants. The company conducted a commute survey and has introduced TDM strategies as benefits to their tenants. Nearly 60 percent of survey respondents indicated they would like to try transit; therefore, the company initiated a rewards program that offered goodie bags to those who ride the COASTER to work. COASTER service is also advertised prominently on the Common Ground Carlsbad website. The company also hosted an exemplary 2017 Bike to Work Day pit stop with additional raffles for bicycle commuters. Figure 4-2 Complimentary Bikeshare for Common Grounds Members. 70% drive alone mode share 65% of survey respondents were willing to try an alternative mode Bronze iCommute Diamond Award winner Innovations Community bike share and tune-ups Transit goodie bags Testimonial “The biggest factor in getting people to bike to work is having many amenities and services on site. Having a place for people to shower, change and store their workout clothes is huge. Providing services like dry cleaning, alleviates those errand runs that people need to make during the day.” Julia Deluca, Community Director April 7, 2025 Item #2 Page 45 of 109 Carlsbad TDM Handbook A-1 This section provides detailed guidance for each strategy. Unless otherwise noted, strategies are applicable to both residential and non-residential applications. Required Strategies – Ordinance and Mobility Element Designated Transportation Coordinator (TC) All developments are required to designate a transportation coordinator responsible for ensuring that infrastructure is maintained, policies and programs are implemented, and amenities and partnerships are maintained as described in the approved TDM Plan. The designated TC should be on-site, unless otherwise approved by the City of Carlsbad. The TC ensures compliance with City of Carlsbad TDM Plan requirements and must attend an introductory meeting and complete a TC training. Required Strategies – Ordinance Only If a property changes hands, a new property manager is hired, or staff turns over, a new TC must be designated using the TC designation form. Plan Guidance: Complete the TC Designation Form. Distribute New Employee/Resident Transportation Information All developments are required to ensure that transportation options information is distributed to new employees during the hiring and orientation process or to new residents at move-in. Citywide TDM Program All developments are required to meet with the citywide TDM programs outreach staff on a regular basis (at least annually) and participate in/promote at least two events held by the citywide TDM program. (SHELL BUILDINGS AND MULTI-TENANT BUILDINGS ONLY) TDM in Leases All shell buildings and multi-tenant buildings must establish requirements in lease agreements that require tenants to implement and promote the strategies detailed in the approved TDM plan and comply with the monitoring requirements, such as distributing an employee commute survey and achieving required response rates. Lease agreements must include a copy of the TDM plan and specify which TDM plan commitments must be implemented by the tenant. The A. Strategy Details and Guidance April 7, 2025 Item #2 Page 46 of 109 Carlsbad TDM Handbook A-2 building owner remains responsible for TDM plan compliance and must provide a transportation coordinator. Note: Tenants applying for a building permit have the option to choose the property’s TDM plan or create their own. If they choose their property’s TDM plan, they must complete the TDM Plan Acknowledgment Form in Appendix G before the building permit is issued. If they trigger a higher tier level, they must create their own TDM plan for city approval. Elective Infrastructure Strategies Secure Bike Parking This category includes bike lockers or a secure, weather-protected bike cage or bike room for long-term parking for employees. Secure bike parking must be made available to employees and residents at no cost. The minimum number of secure bike parking spaces to be included vary by use and must be rounded up (i.e., a 12,500 sq. ft. office development would require a minimum of 3 secure spaces): • Office: 1 per 5,000 sq. ft. of space (minimum of 2) • Restaurant: 1 per 5,000 sq. ft. of space (minimum of 2) • Retail: 1 per 15,000 sq. ft. of space (minimum of 2) • Industrial/Manufacturing: 1 per 15,000 sq. ft. of space (minimum of 2) • Warehousing: 1 per 25,000 sq. ft. of space (minimum of 2) • Residential Multi-Family: 1 per dwelling unit for first 100 dwelling units, then 1 per 4 dwelling units for the remainder of the units (minimum of 2) • Residential Single-Family: not applicable Secure bike parking must fulfill the following minimum standards: • It must be easy and safe to access and park a bike. • Bike lockers must be installed at ground level and may not be stacked. • 50% of secure bike parking spaces (or at least one) must accommodate large, non- standard bikes (e-bike and/or cargo bike) • Access must be limited to employees who register to obtain a key, code, or key card to access the secure bike parking. A system must be put in place for retrieving access cards or keys or re-set the access code when an employee leaves (or a protocol to re-set the code). The list of current users must be regularly updated. • Bikes must be lockable to a rack inside the bike cage/room, unless it is a bike box/locker designed for a single bike. • Residential only: Up to 30% of bike parking spaces may be provided with vertical racks. Bike parking shall follow the bike rack and installation guidance laid out in “Essentials of Bike Parking”4 published by the Association of Pedestrian and Bicycle Professionals (APBP) to ensure that racks are installed with proper clearance and are easily accessible. 4 Essentials of Bike Parking Revision 1.0, September 2015, Association of Pedestrian and Bicycle Professionals (APBP). April 7, 2025 Item #2 Page 47 of 109 Carlsbad TDM Handbook A-3 Plan Guidance: Secure bike parking must be made available to employees at no cost. Indicate the number of secure, long-term bike parking spaces to be provided, how they will be accessed and where they will be located on the project site (include on building/site plan). Refer to the handbook for the number of spaces required to earn points. Please consult “Essentials of Bike Parking” by the Association for Pedestrian and Bicycle Professionals for approved types of bike parking and installation guidance and provide guidance to the installer. Unapproved types of secure bike parking or poorly installed facilities may not pass inspection. Public Bike Parking Provide public bike racks near the building entrances for all bicyclists, including retail customers and visitors. The number of required spaces depends on whether secure bike parking is provided as well: • If secure bike parking is provided to employees or residents, the required number of bike parking spaces is that listed under public bike parking in Table 2-5, unless otherwise recommended by TA. • If no secure bike parking is provided to employees or residents, the required number of bike parking spaces includes the number listed for employee/resident bike parking plus the number listed for public bike parking in Table 2-5, unless otherwise recommended by TA. • More public bike parking may be required depending on the setting and the nature of the business. Table 2-5 Bike Parking Requirements Use Employee/Resident Bike Parking Public Bike Parking Office 1 per 5,000 sf of space (min of 2) 1 per 80 parking spaces* (min of 2) Office (high visitor traffic)** 1 per 5,000 sf of space (min of 2) 1 per 20 parking spaces* (min of 2) Restaurant 1 per 5,000 sf of space (min of 2) 1 per 10 parking spaces* (min of 2) Retail 1 per 15,000 sf of space (min of 2) 1 per 10 parking spaces* (min of 2) Industrial/ Manufacturing 1 per 15,000 sf of space (min of 2) N/A Warehousing 1 per 25,000 sf of space (min of 2) N/A Residential 1 per dwelling unit for first 100 units, then 1 per 4 dwelling units for the remaining number of units (min of 2)*** 1 per 20 units (min of 2) *Planned or existing **Examples: medical office, public agency *** Bike parking is not applicable at residential single-family developments April 7, 2025 Item #2 Page 48 of 109 Carlsbad TDM Handbook A-4 Bike racks shall follow the bike rack and installation guidance laid out in “Essentials of Bike Parking”5 published by the Association of Pedestrian and Bicycle Professionals (APBP). Note that any bike racks proposed on public right-of-way require approval by the City of Carlsbad. Plan Guidance: Indicate the number of short-term spaces and the type of bike racks to be provided and where they will be located on the project site. Include bike parking locations on the site plan. Please consult “Essentials of Bike Parking” by the Association for Pedestrian and Bicycle Professionals for approved types of bike parking and installation guidance and provide the type of bike rack and installation guidance to the installer. Unapproved bike rack types or poorly installed racks may not pass inspection. Bicycle Repair Station Provide on-site tools and space for bicycle repair. Bike repair stations shall include repair stands, air pumps, and other tools and resources necessary to quickly repair a bike. Bike repair stations need to be easily accessible and ideally located near bike parking. Plan Guidance: Describe what items will be included in the bicycle repair station and where it will be located within the project site. If it is not a fixed bicycle repair station located near bike racks or in a bike cage or bike room, describe how it will be accessed. Indicate bicycle repair station guidance on the site plan. Micromobility Parking and Charging Provide parking and charging for micromobility devices, such as dockless and docked shared or individually owned bikes, scooters, e-bikes, and similar services. The space must: (1) provide electricity (actual cost plus a reasonable administrative fee may be charged); (2) provide adequate space to allow for the simultaneous charging and storage of four or more bicycles (this requirement does not preclude the storage of non-bicycle mobility devices. Plan Guidance: Indicate where micromobility parking space will be located on the project site. Include locations and charging facilities on the site plan. Preferential Car Share Parking and Vehicles Provide one or several car share vehicles along with preferential parking that is close to the building entrance, covered, or otherwise preferable. Plan Guidance: Describe how car share vehicles will be provided (third party-vendor, in- house, etc.). Indicate the number of vehicles and reserved spaces to be and where they will be located on the project site. Indicate whether membership will be fully or partially subsidized for employees/residents. On-Site Amenities • Non-Residential: Provide access to on-site amenities such as on-site childcare, restaurants and shops, gyms and other wellness centers, and other employee convenience services that reduce the need to drive for errands during the workday. 5 Essentials of Bike Parking Revision 1.0, September 2015, Association of Pedestrian and Bicycle Professionals (APBP). April 7, 2025 Item #2 Page 49 of 109 Carlsbad TDM Handbook A-5 • Residential: Provide onsite amenities for residents that reduce the need to drive. Examples include a gym, pool, or business office. On-site amenities and mixed-use points cannot be claimed in the same TDM plan. Plan Guidance: Discuss the on-site amenities that will be located at the development and explain how these offerings will reduce trips for the project’s users. Discuss discounts available to residents/employees if applicable. Provide details associated with each amenity and a map showing the location of these amenities. Bicycle and Pedestrian Connections Improve pedestrian and bicycle connectivity consistent with the city’s Sustainable Mobility Plan and related bicycle and pedestrian planning efforts. Provide on-site pathways that are a minimum of 10 feet in width that allow pedestrians and cyclists to connect from adjacent roadways, bike lanes and sidewalks to the main entrance of a building(s). Provide pedestrian connections within the site to enable safe and comfortable travel between buildings and across parking lots. Residential developments should demonstrate that a safe route to school and transit is provided to nearby schools and transit stations within a half mile walking distance. Plan Guidance: Provide a map showing proposed pedestrian and bicycle infrastructure and connections to existing facilities. Passenger Loading Zone Provide signed passenger loading space on the property for passenger drop off that includes shuttle, microtransit, ride-hailing, or carpooling pick-up/drop off. Loading zone must be on- site. Plan Guidance: Describe location of the loading zone and its intended use and denote it on the building/site plan. Innovation (Infrastructure-Based) Any other physical site-improvement at the worksite with the purpose to reduce single- occupancy vehicles will be considered. Improvements that have been implemented successfully at other developments, including other geographies, are encouraged. Plan Guidance: Work with the TA to define a strategy and determine point value. Residential Only Mixed-Use Component Development contains neighborhood-serving uses, such as on-site childcare, restaurants and coffee shops, wellness centers, grocery stores, banks/ATM, dry cleaning, or similar services that reduce the need for residents to drive. Mixed-Use points and onsite amenity points cannot be claimed in the same TDM plan. Plan Guidance: Discuss the non-residential uses that will be located at the development and explain how these offerings will reduce trips from the development’s residential uses. Discuss discounts available to tenants if applicable. Provide a map showing the location of these amenities. April 7, 2025 Item #2 Page 50 of 109 Carlsbad TDM Handbook A-6 Delivery Supportive Amenities Provide amenities that facilitate deliveries at multi-family properties. Offer secure temporary storage for package deliveries, laundry service, or other deliveries, temporary refrigerated storage for grocery deliveries. Plan Guidance: Describe the type and location of the storage being provided and how residents will access their packages (automated locker system, storage room managed by onsite staff, etc.). Non-Residential Only Preferential Parking for Car/Vanpools Provide preferential parking for car- and vanpool vehicles that is close to the building entrance, covered, or otherwise preferable. The only parking spaces with higher preference are ADA parking spaces. Carpool/vanpool spaces must have signs reading “Carpool/Vanpool Parking Only” and building owners must have an enforcement policy in place to assure the spaces are used only by carpoolers and vanpoolers. Guidance on the number of carpool spaces is as follows: • For tenant improvements in buildings that do not currently offer any type of carpool or vanpool parking: o Up to five percent of the number of parking spaces allocated to the tenant improvement suite/space o The number of spaces designated can fluctuate based on demand, but at no point can be less than two percent or one, whichever is larger. If the number of assigned spaces is less than five percent of total spaces the property manager must notify tenants of the availability of additional spaces at least twice per year. o Signage must be procured for 5% of spaces prior to occupancy. • For new construction or tenant improvements in buildings that currently offer clean air parking spaces required by CALGreen: o Beyond any CALGreen required spaces, an additional two to five percent of total parking spaces must be made available exclusively for carpool/vanpool parking. Two percent are required to be provided immediately. The remaining 3% can be converted over time based on demand. Prior to occupancy, the City of Carlsbad will require that signage has been procured for 5% of spaces, even if only 2% will be implemented at first. Carpool/vanpool spaces should be preferential to clean air parking and following ADA parking spaces in the hierarchy. o The number of car/vanpool spaces is calculated based on the total number of parking spaces provided, not on the number of parking spaces required. Maximum points will be awarded when ridematching services are provided along with preferential parking for car/vanpools. April 7, 2025 Item #2 Page 51 of 109 Carlsbad TDM Handbook A-7 Plan Guidance: Indicate the number of carpool and vanpool reserved spaces to be provided and where they will be located on the project site. Copy the guidance above into the template to ensure proper implementation. End of Trip Facilities Provide showers, lockers, and changing rooms for employees who use active transportation to get to work. Plan Guidance: Indicate the number of showers, lockers, and changing rooms and where they will be located on the site/building plan. Elective Non-Infrastructure Strategies Amenities An amenity is defined as a featured product or service that is provided to residents/employees to reduce the need to drive to work or to facilitate transit or active transportation use. The amenity must be marketed clearly as such and highly visible at the site. Micromobility Fleet Provide e-bikes, e-scooters, or other micromobility devices free of charge to residents/employees for business and personal use. Micromobility devices must be easily accessible to residents/employees. The number of points granted will consider for the size of the fleet relative to the resident/employee population, how bike-friendly the surroundings are, and other implementation details. This strategy must be implemented along with micromobility parking. Plan Guidance: Describe the micromobility devices that will be available for use by residents/employees, the number of devices, and the location where devices will be stored. Include the location on building/site plan. Indicate if all residents/employees will have access to the devices and how they will reserve/check out devices. Real-Time Travel Information Screens Provide displays in key locations in developments that display real-time information about travel options. This can include arrival and departure times of area transit services, the location of nearby micromobility devices, carshare vehicles, and other travel options. Screens must cover three different travel options (for example. real-time bus information, carshare vehicle availability, and e-bike availability) and be located in high-traffic areas (i.e., building lobby, elevator, mail kiosk). Plan Guidance: Describe the proposed location of the resources, the travel options covered, and any other relevant information, and show the location on building/site plan. Programs The programs discussed below include incentives, services, and tools that lead to an increase in alternative transportation usage. These programs are expected to be implemented once the development is occupied. The applicability of these programs to the worksite will depend on the site location, transportation access, and the type of development. April 7, 2025 Item #2 Page 52 of 109 Carlsbad TDM Handbook A-8 Transportation Subsidy/Incentives Budget Subsidize alternative travel modes. Examples include providing monthly transit passes to employees/residents, reimbursing a monthly vanpool cost, or paying a monthly bicycle benefit. This strategy requires developing a budget based on a minimum budget per person equal to the monthly cost of a regional NCTD transit pass and expected participation of 35% of employees/residents for tenant improvements and 40% for new developments. The developer is required to spend at least 75 percent of the budget in each 2-year monitoring period and submit receipts to the city as part of the monitoring requirements. Twenty-five percent of the budget may be rolled over to the subsequent periods. The specific value of budget can vary from year to year so long as the total value of incentives offered is equal to or greater than the minimum requirement. This program must be marketed to residential tenants at move-in and to employees at hiring and annually via email, posters, or other methods likely to be seen/read by most or all tenants. Points will be awarded based on the percentage of residents/employees eligible for the subsidy and the expected uptake rate. Plan Guidance: Include details of program including how the program will be administered. Indicate the total annual budget, describe what percentage of employees/residents will be eligible and expected to participate, how the program will be marketed, and how participation will be monitored. Ridematching Services Offer ridematching to employees/residents by setting up and promoting a private network on the city’s ridematching site Carlsbad Commuter (available free of charge), developing an internal ridematching program, or utilizing another third-party ridematching service. For non- residential uses, this is ideally offered in conjunction with Preferential Parking for Car/Vanpools. Plan Guidance: Discuss plans to create and promote a ridematching program. Guaranteed Ride Home (GRH) Services Develop and promote an internal guaranteed ride home program available to all adult residents that offers a minimum of three free rides home per year to residents who used sustainable modes to get to work and need to get home in case of an emergency. Non-residential developments may choose to promote SANDAG’s GRH service instead. Plan Guidance: Describe the internal GRH program (who is covered, what type of emergencies, what are the guaranteed ride options, etc.) or to promote SANDAG’s program (non-residential only). Marketing and Outreach A TDM plan should include a marketing and outreach component to educate commuters about the transportation programs and services available to them and to encourage sustainable travel choices. Plan Guidance: Include details of marketing and outreach efforts. Examples include: o A community website/page that can be used by residents, employees, and visitors to learn about the transportation services and options available when traveling to, from, or within the site o A printed community map that shows area businesses, parks, community centers, transit routes/stops, bike paths/routes, and a scale based on travel time rather than April 7, 2025 Item #2 Page 53 of 109 Carlsbad TDM Handbook A-9 distance and a printed community transportation brochure that explains travel options and provides resources for traveling sustainably o An annual event for residents or employees where they can learn about their travel options and interact with their neighbors and fellow employees, e.g., barbeques, food truck events, and movie nights o On-going outreach events at the site to educate residents or employees about their travel options and encourage them to commute using sustainable travel modes, such as regularly scheduled lunch and learns o An annual employee campaign and/or challenge that encourages employees or residents to use sustainable modes o Offering or reimbursing employees or residents for bicycle commuter classes, such as courses offered by the League of American Bicyclists, the American Bicycling Education Association, or the Bike Coalition of San Diego County. Partnerships Partnerships are an effective way to leverage resources to achieve TDM benefits. Partnerships with neighboring businesses/properties can reduce trip mitigation costs to the developer and partnerships with private vendors can provide products and services that reduce the need to drive alone to the worksite. Establish and Maintain Partnerships with Area Businesses/Properties Create and implement TDM cost sharing partnerships with area businesses/properties to address shared trip mitigation resources and efforts. An example of this would be financial participation in a shuttle that serves the closest rail station. Plan Guidance: Identify partner business(es) or entities and the TDM resource(s) that will be provided through the partnership. Establish and Maintain Partnerships with Private Vendors Create and implement partnerships with private vendors that create measurable levels of local service delivery of things such as car-sharing, micro-mobility, dynamic ridesharing, shuttles, and other services as deemed appropriate from above. Plan Guidance: Work with the TA to define strategies and discuss the ability of the strategy to reduce single-occupancy trips to the site. Innovation Any other strategies to reduce single-occupancy trips to the worksite/property will be considered. Strategies that have been implemented successfully at other developments, including other geographies, are encouraged. Proposed strategies must result in a reduction in vehicle trips to the site. Plan Guidance: Work with the TA to define strategies and discuss the ability of the strategy to reduce single-occupancy trips to the site. April 7, 2025 Item #2 Page 54 of 109 Carlsbad TDM Handbook A-10 Non-Residential Only Amenities Mobile On-site Amenities Provide access to mobile on-site amenities such as: food trucks, mobile dry cleaning, mobile bike repair services, and mobile hair salons that reduce the need to drive for errands during the workday. At a minimum, mobile amenities must be offered twice a week. Plan Guidance: Discuss the mobile on-site amenities that will be located at the development and explain how these offerings will reduce trips rather than serve as trip-generators. Discuss discounts available to tenants. Provide a map showing the location of these amenities if applicable and discuss agreements between vendors and schedules. Employer Programs Telework Program Implement a formal telework program that allows eligible employees to work from home at least one day per week. Points will be awarded based on estimated trip reduction calculated by multiplying the expected trip reduction per person with the percentage of employees expected to participate. For example, 40% of employees teleworking one day per week (a 20% trip reduction per employee) would yield an overall estimated trip reduction of 8% and two points. A minimum trip reduction of 5% is required to gain a point. • 5% trip reduction = 1 point • 6-10% trip reduction = 2 points • 11-15% trip reduction = 3 points • 16-20% trip reduction = 4 points • 21% trip reduction or more = 5 points Plan Guidance: Include information about the program, such as the infrastructure and policies that will be available to support teleworking, the anticipated percentage of employees that will be eligible and the anticipated number of days employees can telework per week or month Flexible/Alternative Work Schedules Implement a flexible or alternative work schedule program that allows eligible employees to vary their arrival and departure time and/or work a compressed work schedule, such as four 10- hour days per week or 80 hours in nine days every two weeks. Plan Guidance: Include employee handbook excerpt or written policy as well as information about the program, such as the anticipated percentage of employees that will be eligible and any limits or guidance on the arrangements that are acceptable. One point may be granted for flexible arrival and departure times provided that supporting strategies are offered as well (ridematching, transit subsidies, or similar). One or two points may be granted for alternative/compressed work schedules, depending on the schedule and the percentage of employees eligible to work these schedules. Alternative Transportation Incentive Offer cash payments in exchange for employees choosing an alternative transportation mode. This differs from the subsidies described in the transportation subsidy/incentives budget, April 7, 2025 Item #2 Page 55 of 109 Carlsbad TDM Handbook A-11 because it does not tie the incentive amount to the cost of commuting. It can be offered in addition to transit pass or similar subsidies but is often offered instead as a stand-alone program. It can be offered on a monthly or daily basis and will require verification that participating employees are not driving alone to work. Parking cash out is an example where employees are offered a cash amount in exchange for giving up their parking space. Plan Guidance: Include details of program including how the program will be administered. Indicate the total annual budget, describe what percentage of the workforce will be eligible to participate, how the program will be marketed and how participation will be monitored. Commuter Tax Benefits Employers can offer pre-tax commute benefits to employees. Section 1.132-9 of the IRS code allow employees to use up to an annual limit ($265 in 2019) per month in pre-tax money to pay for their transit fares, vanpool fares, or parking fees at park and rides. The tax benefit program can be administered in-house or through a payroll service provider. There are several companies that specifically provide transportation benefit payroll services. Plan Guidance: Include how the program will be implemented and marketed to employees. Customized Travel Plans Provide customized travel plans to employees based on their home location, work hours and related factors along with programs and incentives that may be available to them. Plan Guidance: Identify department/position that will be responsible for implementation and how this will be promoted. April 7, 2025 Item #2 Page 56 of 109 Carlsbad TDM Handbook B-1 Alignment with City Goals and Policies The TDM Program was designed to support city’s goals of being a healthy, sustainable, and multi-modal community for its residents, employees, and visitors. The TDM Program supports and implements policies set out in several important city planning and policy documents as described below. 4.4.1 The General Plan The General Plan, adopted September 22, 2015, is the comprehensive and long-range plan for how the city will achieve its vision and goals for the future. Guided by the Carlsbad Community Vision, it outlines the city’s approach to managing land use, mobility, open space, noise, public safety, arts and history, economy and business, sustainability, and housing. Two of the key strategies identified in the General Plan are to increase and improve street connectivity and promote livable streets that are walkable and bicycle-friendly. 4.4.2 Livable Streets Guide The Mobility Element of the General Plan seeks to enhance mobility and connectivity of the city’s transportation system by integrating transportation and land use planning, promoting multi-modal travel, and incorporating TDM strategies. The Livable Streets Guide (Table 3- 1) describes how the city will plan and design the street system to serve people of all ages using all mobility options. It identifies the preferred attributes of various street types found in Carlsbad. 4.4.3 Climate Action Plan The Climate Action Plan (CAP) lays out a comprehensive, citywide strategy to reduce Carlsbad’s greenhouse gas (GHG) emissions and monitor the city’s progress toward its GHG reduction targets. It includes measures and actions for Carlsbad to help meet statewide reduction targets to 2035. One of these actions, Measure K-2, specifies that the city will enact a TDM Ordinance to reduce single-occupancy vehicle trips among Carlsbad workers and increase the use of alternative options. B. Alignment with Local, Regional, and State Plans April 7, 2025 Item #2 Page 57 of 109 Carlsbad TDM Handbook B-2 4.4.4 Growth Management Plan/ Local Facilities Management Plans The City of Carlsbad’s Growth Management Plans allow for population and employment growth while maintaining the right mix of land uses, preserving open space, and maintaining adequate levels of service for existing infrastructure. The Local Facilities Management Plans help ensure the adequate provision of public facilities and improvements concurrent with new development in 25 sub-areas within Carlsbad. 4.4.5 Parking Management Plan The City of Carlsbad’s Parking Management Plan (PMP) presents short-, medium-, and long-term strategies to improve the parking systems in the Carlsbad Village, Barrio, and adjacent beach area. TDM and parking management programs often complement each other: parking management strategies can be effective ways of reducing drive-alone trips and TDM strategies have the benefit of reducing demand for parking. 4.4.6 Coastal Mobility Readiness Plan The goal of the Coastal Mobility Readiness Plan is to prepare Carlsbad to adapt to rapid advances in transportation systems technology. The plan considers how the future of autonomous vehicles, shared mobility, parking management, and other emerging technologies will influence transportation along the coast and how the city can achieve a better quality of life for residents, employees, and visitors. 4.4.7 Sustainable Mobility Plan The Sustainable Mobility Plan introduces a Multimodal Level of Service (MMLOS) model to better manage growth and impacts to city roadway capacity. The MMLOS recognizes TDM strategies as a way to mitigate traffic from increased vehicles trips. New or planned developments that comply with the TDM Ordinance also satisfy the city’s MMLOS requirements. State and Regional Alignment The TDM Program also reinforces state and regional programs that promote sustainable development and increased mobility options. By considering the entire development process – from design, construction, to operation – the TDM Program incorporates the various building standards and mobility strategies to ensure adequate infrastructure and programs are in place to support multi-modal travel. Many of the recommended TDM strategies, for example, also satisfy LEED or CALGreen building standards. 4.4.8 LEED Leadership in Energy and Environmental Design (LEED), developed by the US Green Building Council, is the most widely used green building rating system in the world. LEED standards recognize TDM as an effective way to reduce energy consumption and pollution associated with green buildings. TDM strategies can be used to earn credits towards LEED certification. April 7, 2025 Item #2 Page 58 of 109 Carlsbad TDM Handbook B-3 4.4.9 CALGreen The California Green Building Standards Code (CALGreen) is the first statewide green building code in the US. The purpose of the code is to mitigate the negative environmental impact of buildings by encouraging sustainable construction practices. It specifies mandatory measures for non-residential developments that include TDM accommodations for alternative commute modes. 4.4.10 SANDAG 2021 Regional Plan Like its predecessor approved in 2015, the San Diego Association of Governments (SANDAG) 2021 Regional Plan outlines the region’s transportation investment strategy through 2050. The Plan focuses on 5 Big Moves: Complete Corridors/Multimodal Roads, Transit Leap/Fast and Flexible Transit, Mobility Hubs/Connection Points, Flexible Fleets/First and Last Mile Options, and the Next OS/Enabling Technology. As required by Senate Bill 375, the Plan also includes a Sustainable Communities Strategy, which specifies how the region will meet state-mandated targets for greenhouse gas reductions. In addition, as required by Assembly Bill 805, the Plan includes strategies that provide for mode shift to public transportation, identify disadvantaged communities, and include transportation strategies to reduce pollution exposure in disadvantaged communities. 4.4.11 SANDAG Regional Mobility Hub Strategy The SANDAG Regional Mobility Hub Strategy demonstrates how transportation services, amenities, and supporting technologies can work together to make it easier for communities to access transit and other shared mobility choices. A Mobility Hub Features Catalog and mobility hub prototypes have been developed to guide mobility hub implementation. 4.4.12 SANDAG Smart Growth Design Guidelines SANDAG’s Smart Growth Design Guidelines provides guidance on how to employ smart growth principles to design great public places that enhance the quality of life in the San Diego region. It identifies the appropriate strategies for different “place types”, such as buildings, large developments, and streetscapes. 4.4.13 iCommute Regional TDM Program iCommute is the TDM program for the San Diego region. Operated by SANDAG, it encourages the use of transportation alternatives by providing commuter assistance, employer services, and support for local jurisdictions in the design and implementation of customized TDM programs. The City of Carlsbad’s TDM program will work closely with the iCommute program. April 7, 2025 Item #2 Page 59 of 109 Carlsbad TDM Handbook C-1 C. TDM Plan Template for Ordinance Projects April 7, 2025 Item #2 Page 60 of 109 Carlsbad TDM Handbook C-2 TDM Plan Template for Ordinance Projects Instructions City of Carlsbad Land Development Engineering 1635 Faraday Ave Carlsbad, CA 92008 How to Use the Template: Non-residential developments that meet trip generation thresholds specified in the city’s TDM Ordinance must submit a TDM Plan. This template shall be used to prepare a Non-Residential TDM plan compliant with the requirements of the TDM Ordinance. The Carlsbad Transportation Administrator (TA) is available to support developers with TDM Ordinance compliance and completion of your plan. To get started or for questions, please contact landdev@carlsbadca.gov or call 442-339-2750. TDM Plan Development and Approval Process Discretionary Permits (if applicable) 1) Prior to submitting a permit application, confirm applicability of TDM ordinance •Use the Development Permits P-2 form to determine if the project is subject to the TDM ordinance. •All projects subject to the TDM Ordinance are required to complete a preliminary TDM plan for review and approval prior to discretionary approval. 2) Pre-application Consultation •Applicants should email landdev@carlsbadca.gov to schedule a consultation and coordinate TDM requirements related to the project prior to submittal of their draft plan. 3) Preliminary TDM Plan Review •The preliminary TDM plan is reviewed along with other application materials in the Planning division submittal package. Comments will be provided via the submittal package comment letter. •Once the preliminary plan has addressed all city comments, it will be approved as a preliminary TDM plan. 4) Requirements Following Preliminary Plan Approval •The project will be conditioned to submit a final TDM plan to the satisfaction of the City Engineer prior to occupancy of an associated building permit. This step allows for updates to the preliminary plan once one or several tenants have been identified. •TDM requirements following discretionary approval are outlined in the Building Permit process below. April 7, 2025 Item #2 Page 61 of 109 {city of Carlsbad California Carlsbad TDM Handbook C-3 Building Permits – Projects with a Preliminary Plan on File PRIOR TO BUILDING PERMIT ISSUANCE 1) TDM Plan Consultation •For projects that have an approved preliminary TDM plan, a consultation between a developer representative and city staff must occur and infrastructure strategies shall be incorporated into the building plan set. To request a consultation, email landdev@carlsbadca.gov. PRIOR TO FINAL BUILDING PERMIT AND OCCUPANCY 2) TDM Plan Development •The Carlsbad TA is available to assist with the completion of the final plan. •The final TDM plan shall be submitted to city staff for review and approval. Selected infrastructure strategies shall be incorporated into the building plan set. •The final plan must address all comments received and must be submitted with the required signatures prior to approval. 3) Pre-Occupancy Site Inspection •TDM plans must complete a successful pre-occupancy inspection prior to approval. During the inspection, the presence and proper installation of infrastructure and physical elements are verified. •If the infrastructure has not been installed per the TDM plan, modifications to the infrastructure or to the TDM plan may be required. 4) Plan Approval and Implementation •After all comments have been addressed and infrastructure strategies have been verified at the pre-occupancy site inspection, the TDM plan will be signed by a city representative. The city will distribute the approved TDM plan to appropriate individuals. •The city provides implementation and monitoring assistance to applicants via the TDM business outreach program Carlsbad Commuter. April 7, 2025 Item #2 Page 62 of 109 Carlsbad TDM Handbook C-4 Building Permits – Projects with no Preliminary Plan on File PRIOR TO BUILDING PERMIT ISSUANCE 1) TDM Plan Consultation •Prior to issuance of a building permit, all projects subject to the TDM ordinance must complete a consultation with city staff regarding submittal of the TDM plan. To request a consultation, email landdev@carlsbadca.gov. •In addition, a consultation between the plan preparer and city staff or the Carlsbad TA must occur prior to building permit issuance. •If the property has an approved TDM plan on file, applicants may choose to sign on to the property's plan, unless a higher tier is required. 2) Infrastructure Selection •Applicants who develop their own plan must identify infrastructure strategies before building permit issuance and discuss and email them with an early draft plan to the Carlsbad TA for preliminary approval. These infrastructure strategies will need to be incorporated into the building plan set. PRIOR TO FINAL BUILDING PERMIT AND OCCUPANCY 3) TDM Plan Development •The Carlsbad TA is available to assist with the completion of the plan. •Applicants/plan preparers submits a draft of the final plan using the template in Appendix C with supporting documentation to the Carlsbad TA for review and receives feedback at the latest six weeks before occupancy is expected. •The final plan must address all comments received and must be submitted with the required signatures prior to approval. 4) Pre-Occupancy Site Inspection •TDM plans must complete a successful pre-occupancy inspection prior to approval. During the inspection, the presence and proper installation of infrastructure and physical elements are verified. •If the infrastructure has not been installed per the TDM plan, modifications to the infrastructure or to the TDM plan may be required. 5) Plan Approval and Implementation •After all comments have been addressed and infrastructure strategies have been verified at the pre-occupancy site inspection, the TDM plan will be signed by a city representative. The city will distribute the approved TDM plan to appropriate individuals. •The city provides implementation and monitoring assistance to applicants via the TDM business outreach program Carlsbad Commuter. April 7, 2025 Item #2 Page 63 of 109 Carlsbad TDM Handbook C-5 Additional Information All developments are required to begin to monitor the alternative mode share of commute trips to the site through employee surveys within 12 months of reaching 75 percent occupancy or within 18 months of initial occupancy, whichever occurs first. Developments with multiple buildings or phases are required to conduct employee surveys within 12 months of reaching 75 percent occupancy of the first building or within 18 months of initial occupancy of the first building, whichever occurs first. For more detailed information please refer to section 2, Non-Residential Developer TDM Plan Guidelines within the TDM Handbook. April 7, 2025 Item #2 Page 64 of 109 Carlsbad TDM Handbook C-6 TDM Plan for Ordinance Projects Submittal Date: o Preliminary Plan (Discretionary Review Phase Only) o Final Plan SECTION 1: Applicant Profile Applicant Name: Property Manager Name: Applicant Mailing Address: Number Street Suite City State Zip Code Primary Contact: Email: Phone: SECTION 2: Project Information Project Name: Permit Number: Project Address: Number Street Suite City State Zip Code Project Description and Site Map Please include a description of the project. If the project is a tenant improvement that does not apply to the whole building/site, please include a site map that shows which areas of the site are subject to the improvement. TDM Plan Tier Refer to Table 2-1 of the handbook for tier levels based on ADET and development type. ☐ Tier 1 ☐ Tier 2 April 7, 2025 Item #2 Page 65 of 109 Carlsbad TDM Handbook C-7 ☐ Tier 3 Number of Employees Specify the expected number of employees at this location at move-in and at full capacity. Move-In Full Capacity Number of Full-Time Employees Number of Part-Time Employees Number of Contract Employees Total Number of Employees Average Daily Traffic (ADET) Calculations Refer to Table 2-2 of the handbook for ADET/SF and additional information. The square footage used to calculate the trip generation estimate for tenant improvements is based on the floor area of the improvement, not the square footage of the entire building. GFA (SF) ADET Office – All Uses Restaurant Retail Industrial Warehousing Manufacturing Other Total Automobile Parking Automobile Parking Existing # of Allocated Spaces* Proposed # of Allocated Spaces* Proposed # of New Parking Spaces** Surface Parking Spaces Structured Parking Spaces *Allocated spaces are the spaces assigned to the building or suite. ** New parking spaces are those added as part of this project. Project Schedule Anticipated Occupancy Date: Project Interim Transportation Coordinator ☐ Developer agrees to provide an Interim Transportation Coordinator responsible for ensuring the infrastructure is developed as agreed upon with the City of Carlsbad, development, and execution of TDM Plan requirements, and transitioning Transportation Coordinator duties to April 7, 2025 Item #2 Page 66 of 109 Carlsbad TDM Handbook C-8 new owners or property managers upon occupancy using the TC Designation Form in Appendix F. Provide name, title, email, and phone number. This individual may be the primary contact listed above for the project. SECTION 3: Existing Conditions & TDM Context Complete the following section to establish existing conditions and TDM context. Expand boxes as needed. Existing Transportation Infrastructure Network Please provide a brief discussion or map that describes transportation options that serve the project site. Include the following items: • Pedestrian infrastructure adjacent to the side (e.g., sidewalks, nearby crosswalks, or signalized crossings) • Bike infrastructure by type (e.g., Class I, II, II, or IV) adjacent to the site • Transit or shuttle services serving the site with a stop/station within a ¼ mile (or a 5-minute walk) Project-Specific TDM Infrastructure (Tenant Improvements Only) Please provide a brief discussion and site plan describing the onsite TDM infrastructure currently available: • Number of public bike racks and approximate location with regards to building entrance • Average utilization of bike racks (in %) • Number secure bike racks (specify whether in bike cage, bike room or bike lockers) • Average utilization of bike racks (in %) • Number of designated carpool/vanpool spaces and location with regards to building entrance • Average utilization of carpool/vanpool spaces (in %) • Any other infrastructure or services available to property tenants that encourage the use of public transit, carpooling, vanpooling, walking, and biking, such as a bike repair station, an onsite shelter or waiting area for buses or shuttles, etc. April 7, 2025 Item #2 Page 67 of 109 Carlsbad TDM Handbook C-9 Environmental In the box below, please provide maps of the relevant topographical and experiential conditions that will influence travel behaviors to the project site. At a minimum, provide the following: • A Google map with terrain view and bike lanes showing approximately a 2-mile radius around the site • Photos (or street view screenshot) of the roads adjacent to the property • If relevant, discuss additional environmental aspects that may impact use of active and alternative transportation, such as traffic speeds, pedestrian safety, lighting, etc.) Project-Specific and/or Nearby Amenities Count and report the number of project-specific and neighboring amenities onsite or within a 5-minute walk (1/4 mile) of the project site and provide map. • Report the number of amenities or establishments by type. Include number of food establishments, child-care facilities, fitness/healthcare facilities and other relevant services such as dry-cleaning that can impact trip generation. Anticipated Workforce and Commute Patterns The makeup of the existing or anticipated workforce will help shape the approach to TDM for a given site. Include the following: • Existing or anticipated typical work hours or shifts • Existing or anticipated percentage of part-time employees • If available, any existing commuting information, such as the percentage of employees using different commute modes and the average commute distance. April 7, 2025 Item #2 Page 68 of 109 Carlsbad TDM Handbook C-10 SECTION 4: TDM Strategy Selections Please reference section 2 of the handbook for available points and appendix A for a detailed description and guidance for each strategy. Required strategies add 4 points towards the total required number of points. Tier 3 TDM plans must achieve a minimum of 6 points through infrastructure strategies unless otherwise agreed upon with city staff. To select strategies for inclusion in the TDM plan, check the box to the left of the strategy, provide information as requested in the box below the strategy, and indicate the points requested. For strategies with a range of points, work with the TA who will assist in determining the appropriate number of points based on the unique context of the site and the proposed project. Claiming Points for Existing Amenities (Tenant Improvements Only) If the tenant has access to an existing infrastructure amenity available at the site, the tenant can claim that amenity in their plan unless that amenity does not meet minimum standards or is, on average, fully utilized, such as two carpool spaces that are both occupied on most weekdays. The capacity of an existing infrastructure amenity will be evaluated at the time the strategy is proposed. Strategies Used to Fulfill CEQA Requirements Any TDM strategies that will be used to fulfill both TDM Plan and CEQA requirements must be identified in the description and the strategy summary in Section 5. In addition, CEQA documentation related to the strategy must be attached as an appendix to this template. Scope of Strategies for Tenant Improvements While physical improvements tend to be tied to the size and scope of the tenant improvement, programmatic improvements are expected to be available to all of the employer’s employees at the site. Required Strategies ☐ Transportation Coordinator Points: 1 Designate an on-site transportation coordinator responsible for ensuring that infrastructure is maintained, policies and programs are implemented, and amenities and partnerships are maintained as described in the approved TDM Plan. The TC ensures compliance with City of Carlsbad TDM Plan requirements and must attend an introductory meeting and complete a TC training. Complete the TC Designation Form in Appendix F and add as an appendix to this plan. April 7, 2025 Item #2 Page 69 of 109 Carlsbad TDM Handbook C-11 ☐ Distribute New Hire Transportation Information Points: 1 Distribute transportation options information to new employees during the hiring and orientation process. ☐ Citywide TDM Program Points: 2 Meet with the citywide TDM programs outreach staff on a regular basis (at least annually) and participate in/promote at least two events held by the citywide TDM program. ☐ (SHELL BUILDINGS AND MULTI-TENANT BUILDINGS ONLY) TDM in Leases Points: 1 Applies to shell buildings and multi-tenant buildings. Plan Guidance: Provide language that will be included in the lease that details the requirements laid out in Section 2, describes for which strategies the tenant(s) will be responsible, and notes that lease agreements will be accompanied by the approved TDM plan. Tenant TC contacts must be provided prior to the pre-occupancy inspection. Infrastructure Strategies ☐ Secure Bike Parking Points Requested: Secure bike parking must be made available to employees at no cost. Indicate the number of secure, long-term bike parking spaces to be provided, how they will be accessed and where they will be located on the project site (include on building/site plan). Refer to the handbook for the number of spaces required to earn points. Please consult “Essentials of Bike Parking” by the Association for Pedestrian and Bicycle Professionals for approved types of bike parking and installation guidance and provide guidance to the installer. Unapproved types of secure bike parking or poorly installed facilities may not pass inspection. ☐ Public Bike Parking Points Requested: Indicate the number of short-term spaces and the type of bike rack to be provided and include the location on the building/site plan. Refer to the handbook for the number of spaces required to earn points and guidance on installation. Please consult “Essentials of Bike Parking” by the Association for Pedestrian and Bicycle Professionals for approved types of bike parking and installation guidance and provide the type of bike rack and installation guidance to the installer. Unapproved bike rack types or poorly installed racks may not pass inspection. April 7, 2025 Item #2 Page 70 of 109 Carlsbad TDM Handbook C-12 ☐ Bicycle Repair Station Points Requested: Describe what items will be included in the bicycle repair station and include the location on the building/site plan. ☐ Micromobility Parking Points Requested: Indicate where micromobility parking and charging will be located on the project site. Include location on the building/site plan. ☐ Preferential Parking for Car/Vanpools Points Requested: Indicate the number of carpool and vanpool reserved spaces to be provided and where they will be located on the project site (on the building/site plan). Refer to Appendix A of the handbook for guidance on the required number of spaces and copy the guidance into the space below to ensure proper implementation. Maximum points will be awarded when offered in conjunction with ridematching services. ☐ Car Share Parking and Vehicles Points Requested: Indicate the number of vehicles and reserved spaces to be provided and where they will be located on the project site (include in building/site plan). April 7, 2025 Item #2 Page 71 of 109 Carlsbad TDM Handbook C-13 ☐ End of Trip Facilities Points Requested: Indicate the number of showers, lockers, and changing rooms and where they will be located on the building/site plan. ☐ On-site Amenities Points Requested: Discuss the on-site amenities that will be located at the development and explain how these offerings will mitigate trips rather than serve as trip-generators. Discuss discounts available to tenants if applicable. Show the location of the amenities on the building/site plan. ☐ Bicycle and Pedestrian Connections Points Requested: Provide a map showing proposed pedestrian and bicycle infrastructure and connections to existing facilities and within the site. ☐ Passenger Loading Zone Points Requested: Describe location of and denote loading zone on building/site plan. April 7, 2025 Item #2 Page 72 of 109 Carlsbad TDM Handbook C-14 ☐ Innovation (Infrastructure-Based) Points Requested: Describe the strategy and discuss how it will lead to reduced single-occupancy vehicle trips to and from the site and include locations on the building/site plan. Non-Infrastructure Strategies Non-infrastructure strategies for tenant improvements must be made available to all employees at the worksite, not only those in the improved space. Amenities ☐ Car Share Vehicles Points Requested: Identify the number of car share vehicles that will be provided on-site and if these vehicles will be provided by an existing car share operator or by the employer/property owner. Indicate whether membership will be fully or partially subsidized for employees/tenants. Must be provided in conjunction with car share parking. ☐ Micromobility Fleet Points Requested: Describe the micromobility devices (e-bikes, e-scooters, etc.) that will be available for use by employees/tenants, the number of devices, and the location where devices will be stored. Include the location on building/site plan. Indicate if all employees/tenants will have access to the devices and how employees/tenants will reserve/check out devices. ☐ Real-Time Travel Information Points Requested: Describe the proposed location of the resources and the real-time travel information made available. April 7, 2025 Item #2 Page 73 of 109 Carlsbad TDM Handbook C-15 ☐ Mobile On-site Amenities Points Requested: Discuss the mobile on-site amenities that will be located at the development and explain how these offerings will mitigate trips rather than serve as trip-generators. Discuss discounts available to tenants. Provide a map showing the proposed location of these amenities and discuss agreements between vendors and schedules. Developer/Employer Programs ☐ Transportation Subsidy/Incentives Budget Points Requested: Include details of program including the subsidy that will be offered (such as transit pass subsidy), how the program will be administered. Indicate the total annual budget, describe what percentage of the workforce will be eligible to participate, how the program will be marketed and how participation will be monitored. ☐ Ridematching Services Points Requested: Plan Guidance: Discuss plans to create and promote ridematching program. ☐ Guaranteed Ride Home (GRH) Services Points Requested: Discuss plans to create an internal GRH program. At a minimum, developer will promote existing services, such as SANDAG’s iCommute service. ☐ Marketing and Outreach Points Requested: Include details of marketing and outreach efforts. April 7, 2025 Item #2 Page 74 of 109 Carlsbad TDM Handbook C-16 Employer Programs ☐ Telework Program Points Requested: Include information about the program, such as the infrastructure and policies that will be available to support teleworking, the anticipated percentage of employees that will be eligible and any limits or guidance on the number of days employees can telework per week or month. The number of points is tied to the expected number of telework days and associated trip reductions (see handbook for further guidance). ☐ Flexible/Alternative Work Schedules Points Requested: Include information about the program, such as the anticipated percentage of employees that will be eligible and any limits or guidance on the arrangements that are acceptable. ☐ Alternative Transportation Incentive Points Requested: Include details of program including how the program will be administered. Indicate the total annual budget, describe what percentage of the workforce will be eligible to participate, how the program will be marketed and how participation will be monitored. ☐ Commuter Tax Benefits Points Requested: Include how the program will be marketed to employees. ☐ Customized Travel Plans Points Requested: Identify department/position that will be responsible for implementation. April 7, 2025 Item #2 Page 75 of 109 Carlsbad TDM Handbook C-17 Partnerships ☐ Establish and Maintain Partnerships with Area Businesses Points Requested: Identify partner business(es) or entities and the TDM resource(s) that will be provided through the partnership. Describe how costs will be shared. ☐ Establish and Maintain Partnerships with Private Vendors Points Requested: Identify partner business(es) or entities and the TDM resource(s) that will be provided through the partnership. Innovation ☐ Innovation (Non-Infrastructure-Based) Points Requested: Describe the strategy and discuss how it will lead to reduced single-occupancy vehicle trips to and from the site. April 7, 2025 Item #2 Page 76 of 109 Carlsbad TDM Handbook C-18 SECTION 5: Strategy Summary and Site Plan 1. Provide a summary of selected strategies and points requested in this table and mark any strategies that are used as VMT reduction strategies to comply with the California Environmental Quality Act (CEQA). TDM measures used to meet CEQA requirements must remain in perpetuity with the project. 2. Attach a site plan that displays the location of all physical elements of the TDM plan. This plan will be used by city staff to verify all physical elements at the pre-occupancy inspection. The site plan must: a. Include locations and quantities of all infrastructure elements and any physical elements of non-infrastructure strategies (i.e., real-time information screens or transportation kiosks) b. Differentiate between existing and proposed elements and clearly mark the elements for which points are requested c. Be legible and on a sheet no larger than 11” by 17” Strategy Points CEQA Notes (Admin Use Only) Secure Bike Parking Public Bike Parking Bicycle Repair Station Micromobility Parking Preferential Parking for Car/Vanpools Parking Spaces for Carshare Vehicles End of Trip Facilities On-Site Amenities Bicycle and Pedestrian Connections Passenger Loading Zone Innovation (Infrastructure-Based) Carshare Vehicles Micromobility Fleet Real-Time Travel Information Mobile On-Site Amenities Transportation Subsidy/Incentives Budget Ridematching Services Guaranteed Ride Home (GRH) Services Marketing and Outreach Telework Program Flexible/Alternative Work Schedules Alternative Transportation Incentive Commuter Tax Benefits Customized Travel Plans April 7, 2025 Item #2 Page 77 of 109 Carlsbad TDM Handbook C-19 Establish and Maintain Partnerships with Area Businesses Establish and Maintain Partnerships with Private Vendors Innovation (Non-Infrastructure-Based) Total Points SECTION 6: Transfer of Ownership (New Developments Only) By signing below, owner agrees to inform the city of a sale and provide contact information for a new owner to ensure that the plan will continue throughout the life of the project. Name and Signature of Developer Representative or Designated Applicant: Printed Name Signature Date Organization Email Phone Number SECTION 7: Monitoring By signing below, applicant agrees to distribute commute surveys to employees every two years following the baseline survey conducted within 12 months of occupancy reaching 75 percent or within 18 months of initial occupancy, whichever occurs first. Alternatively, applicant may provide a copy of the signed lease that stipulates that the employer tenant(s) will administer employee commute surveys on the same schedule. In addition, applicant acknowledges the interim and final alternative mode share goals, listed below, that the development is required to achieve. Should the goals not be achieved, transportation coordinator agrees to work with the citywide program to replace ineffective measures or identify additional measures suitable for implementation at the project site. Period in which Reporting Falls Alternative Mode Share Goal New Developments Existing Buildings/Tenant Improvements Present till 2025 25% 24% 2025 - 2029 30% 26% 2030 - 2034 35% 28% 2035 on 40% 30% April 7, 2025 Item #2 Page 78 of 109 Carlsbad TDM Handbook C-20 SECTION 8: Signatures By signing below, applicant and transportation coordinator certify that the information provided in this document is complete and accurate. By signing this document, the transportation coordinator is committing to providing the strategies identified in this document and to participate in monitoring activities described in Section 7. Name and Signature of Developer Representative or Designated Applicant: Printed Name Signature Date Organization Email Phone Number Name and Signature of Building Owner: Printed Name Signature Date Organization Email Phone Number Name and Signature of (Interim or Final) Transportation Coordinator: Printed Name Signature Date Organization Email Phone Number Name and Signature of City of Carlsbad Representative: Printed Name Signature Date April 7, 2025 Item #2 Page 79 of 109 Carlsbad TDM Handbook C-21 (ADMIN USE ONLY) Estimated Occupancy Date: For TDM in Leases Strategy, tenant TC contacts have been provided: Y/N April 7, 2025 Item #2 Page 80 of 109 Carlsbad TDM Handbook E-1 D. TDM Plan Template for Mobility Element Projects April 7, 2025 Item #2 Page 81 of 109 Carlsbad TDM Handbook E-2 TDM Plan Template for Mobility Element Projects Instructions City of Carlsbad Land Development Engineering 1635 Faraday Ave Carlsbad, CA 92008 How to Use the Template: This template shall be used to prepare a Mobility Element TDM plan in conformance with the requirements of the General Plan Mobility Element. The Carlsbad Transportation Administrator (TA) is available to support developers with TDM plan development. To get started or for questions, please contact landdev@carlsbadca.gov or call 442-339-2750. TDM Plan Development and Approval Process Discretionary Permits (if applicable) 1) Prior to submitting a permit application, confirm applicability of General Plan Mobility Element Policy 3-P.11: •Use the Development Permits P-2 form to determine if the project is subject to the Mobility Element Policy. •All projects subject to the Mobility Element Policy are required complete a preliminary TDM plan for review and approval prior to discretionary approval. 2) Pre-application consultation: •Applicants should email landdev@carlsbadca.gov to schedule a consultation and coordinate TDM requirements related to the project prior to submittal of their draft plan. 3) Preliminary TDM Plan Review: •The preliminary TDM plan is reviewed along with other application materials in the Planning division submittal package. Comments will be provided via the submittal package comment letter. •Once the preliminary plan has addressed all city comments, it will be approved as a preliminary TDM plan. 4) Requirements Following Preliminary Plan Approval: •The project will be conditioned to submit a final TDM plan to the satisfaction of the City Engineer prior to occupancy of an associated building permit. This step allows for updates to the preliminary plan once one or several tenants have been identified. •TDM requirements following discretionary approval are outlined in the Building Permit process below. April 7, 2025 Item #2 Page 82 of 109 {city of Carlsbad California Carlsbad TDM Handbook E-3 Building Permits – Projects with a Preliminary Plan on File PRIOR TO BUILDING PERMIT ISSUANCE 1) TDM Plan Consultation •For projects that have an approved preliminary TDM plan, a consultation between a developer representative and city staff must occur and infrastructure strategies shall be incorporated into the building plan set. To request a consultation, email landdev@carlsbadca.gov. 2) TDM Plan Development •The Carlsbad TA is available to assist with the completion of the final plan. •The final TDM plan shall be submitted to city staff for review and approval. Selected infrastructure strategies shall be incorporated into the building plan set. •The final plan must address all comments received and must be submitted with the required signatures prior to approval. PRIOR TO FINAL BUILDING PERMIT AND OCCUPANCY 3) Pre-Occupancy Site Inspection •TDM plans must complete a successful pre-occupancy inspection prior to approval. During the inspection, the presence and proper installation of infrastructure and physical elements are verified. •If the infrastructure has not been installed per the TDM plan, modifications to the infrastructure or to the TDM plan may be required. 4) Plan Approval and Implementation •After all comments have been addressed and infrastructure strategies have been verified at the pre-occupancy site inspection, the TDM plan will be signed by a city representative. The city will distribute the approved TDM plan to appropriate individuals. •Please note that the city provides implementation and monitoring assistance to applicants via the TDM business outreach program Carlsbad Commuter. April 7, 2025 Item #2 Page 83 of 109 Carlsbad TDM Handbook E-4 Building Permits – Projects with no Preliminary Plan on File Additional Information Developments are subject to periodic reporting requirements as determined by the City of Carlsbad. For more detailed information please refer to Section 3: Mobility Element TDM Plan Requirements of the TDM Handbook. PRIOR TO BUILDING PERMIT ISSUANCE 1) TDM Plan Consultation •Prior to plan development, a consultation between the plan preparer and city staff or the Carlsbad TA must occur. To request a consultation, project applicant or TDM plan preparer shall email landdev@carlsbadca.gov. 2) TDM Plan Development •The Carlsbad TA is available to assist with the completion of the plan. •Applicants/plan preparers submits a draft of the final plan using the template in Appendix D with supporting documentation to the Carlsbad TA for review and receives feedback at the latest six weeks before the building is expected. The infrastructure strategies must be incorporated into the building plan set. •The final plan must address all comments received and must be submitted with the required signatures prior to approval. PRIOR TO FINAL BUILDING PERMIT AND OCCUPANCY 3) Pre-Occupancy Site Inspection •TDM plans must complete a successful pre-occupancy inspection prior to approval. During the inspection, the presence and proper installation of infrastructure and physical elements are verified. •If the infrastructure has not been installed per the TDM plan, modifications to the infrastructure or to the TDM plan may be required. 4) Plan Approval and Implementation •After all comments have been addressed and infrastructure strategies have been verified at the pre-occupancy site inspection, the TDM plan will be signed by a city representative. The city will distribute the approved TDM plan to appropriate individuals. •The city provides implementation and monitoring assistance to applicants via the TDM business outreach program Carlsbad Commuter. April 7, 2025 Item #2 Page 84 of 109 Carlsbad TDM Handbook E-5 TDM Plan for Mobility Element Projects Submittal Date: o Preliminary Plan (Discretionary Review Phase Only) o Final Plan SECTION 1: Applicant Profile Applicant Name: Property Manager Name: Applicant Mailing Address: Number Street Suite City State Zip Code Primary Contact: Email: Phone: SECTION 2: Project Information Project Name: Permit Number: Project Address: Number Street Suite City State Zip Code Project Description Please include a brief description of the project. Non-Residentail: Gross Square Feet ________ Residential: Number of Dwelling Units: ______ TDM Plan Tier Refer to Table 3-2 of the handbook for tier levels based on ADET and development type. April 7, 2025 Item #2 Page 85 of 109 Carlsbad TDM Handbook E-6 ☐ Tier 1 ☐ Tier 2 ☐ Tier 3 Automobile Parking Automobile Parking Existing # of Allocated Spaces* Proposed # of Allocated Spaces* Proposed # of New Parking Spaces** Surface Parking Spaces Structured Parking Spaces *Allocated spaces are the spaces assigned to the building or suite. ** New parking spaces are those added as part of this project. Project Schedule Anticipated Occupancy Date: Project Interim Transportation Coordinator ☐ Developer agrees to provide an Interim Transportation Coordinator responsible for ensuring the infrastructure is developed as agreed upon with the City of Carlsbad, development, and execution of TDM Plan requirements, and transitioning Transportation Coordinator duties to new owners or property managers upon occupancy using the TC Designation Form. Provide name, title, and contact information. This individual may be the primary contact listed above for the project. SECTION 3: Existing Conditions & TDM Context Complete the following section to establish existing conditions and TDM context. Existing Transportation Infrastructure Network Please provide a brief discussion or map that describes the alternative transportation infrastructure available that serves the project site. Include the following items: • Pedestrian infrastructure adjacent to the side (e.g., sidewalks, nearby crosswalks, or signalized crossings) • Bike infrastructure by type (e.g., Class I, II, III, or IV) adjacent to the site • Transit or shuttle services serving the site with a stop/station within a ¼ mile (or a 5-minute walk) April 7, 2025 Item #2 Page 86 of 109 Carlsbad TDM Handbook E-7 Environmental In the box below, please provide maps of the relevant topographical and experiential conditions that will influence travel behaviors to the project site. At a minimum, provide the following: • A Google map with terrain view and bike lanes showing approximately a 2-mile radius around the site • Photos (or street view screenshot) of the roads adjacent to the property • If relevant, discuss additional environmental aspects that may impact use of active and alternative transportation, such as traffic speeds, pedestrian safety, lighting, etc.) Project-Specific and/or Nearby Amenities Count and report the number of project-specific and neighboring amenities onsite or within a 5-minute walk (1/4 mile) of the project site and provide map. • Report the number of amenities or establishments by type. Include number of food establishments, child- care facilities, fitness/healthcare facilities and other relevant services such as dry-cleaning that can impact trip generation. April 7, 2025 Item #2 Page 87 of 109 Carlsbad TDM Handbook E-8 SECTION 4: TDM Strategy Selections The applicant will work with the TA to determine both infrastructure strategies applicable to the site and the appropriate placement of TDM infrastructure. Please reference section 3 of the handbook for available points and appendix A for a detailed description and guidance for each strategy. Tier 1 plans are required to gain three points (one required plus two electives), Tier 2 plans five points (one required and four electives) and Tier 3 plans seven points (one required and six electives). Check the box to the left of the strategy to include it in the plan. Provide information as requested in the box below the strategy and indicate the points requested for the strategy, using the handbook as a guide. For strategies with a range of points, work with the TA who will assist in determining the appropriate number of points based on the unique context of the site and the proposed project. Refer to the Carlsbad TDM Handbook, Appendix A for details about each strategy. Strategies Used to Fulfill CEQA Requirements Any TDM strategies that will be used to fulfill TDM Plan and CEQA requirements must be identified in the description and the strategy summary in Section 5. In addition, CEQA documentation related to the strategy must be attached as an appendix to this template. Required Strategy ☐ Transportation Coordinator Points: 1 Designate an on-site transportation coordinator responsible for ensuring that infrastructure is maintained, policies and programs are implemented, and amenities and partnerships are maintained as described in the approved TDM. The TC ensures compliance with City of Carlsbad TDM Plan requirements and must attend an introductory meeting and complete a TC training. Complete the TC Designation Form in Appendix F and add as an appendix to this plan. Elective Infrastructure Strategies ☐ Secure Bike Parking Points Requested: Secure bike parking must be made available to residents at no cost. Indicate the number of secure, long-term bike parking spaces to be provided, how they will be accessed and where they will be located on the project site (include on building/site plan). Refer to the handbook for the number of spaces required to earn points. Please consult “Essentials of Bike Parking” by the Association for Pedestrian and Bicycle Professionals for approved types of bike parking and installation guidance and provide guidance to the installer. April 7, 2025 Item #2 Page 88 of 109 Carlsbad TDM Handbook E-9 ☐ Public Bike Parking Points Requested: Indicate the number of short-term spaces available to visitors and the type of bike rack to be provided and include the location on the building/site plan. Refer to the handbook for the number of spaces required to earn points and guidance on installation. Please consult “Essentials of Bike Parking” by the Association for Pedestrian and Bicycle Professionals for approved types of bike parking and installation guidance and provide the type of bike rack and installation guidance to the installer. Unapproved bike rack types or poorly installed racks may not pass inspection. ☐ Bicycle Repair Station Points Requested: Describe what items will be included in the bicycle repair station and include the location on the building/site plan. ☐ Micromobility Parking Points Requested: Indicate where micromobility parking and charging will be located on the project site. Include location on the building/site plan. ☐ Car Share Parking and Vehicles Points Requested: Indicate the number of car share vehicles and reserved spaces to be provided and where they will be located on the project site (include in building/site plan). April 7, 2025 Item #2 Page 89 of 109 Carlsbad TDM Handbook E-10 ☐ On-site Amenities Points Requested: Discuss the on-site amenities that will be located at the development and explain how these offerings will mitigate trips rather than serve as trip-generators. Discuss discounts available to tenants if applicable. Show the location of the amenities on the building/site plan. ☐ Bicycle and Pedestrian Connections Points Requested: Provide a map showing proposed pedestrian and bicycle infrastructure and connections to existing facilities and within the site. ☐ Passenger Loading Zone Points Requested: Describe location of and denote loading zone on building/site plan. ☐ Innovation (Infrastructure-Based) Points Requested: Describe the strategy and discuss how it will lead to reduced single-occupancy vehicle trips to and from the site and include locations on the building/site plan. Residential Only ☐ Mixed-Use Component Points Requested: Plan Guidance: Discuss the non-residential uses that will be located at the development and explain how these offerings will mitigate trips rather than serve as trip-generators. Discuss discounts available to tenants if applicable. Provide a map showing the location of these amenities. April 7, 2025 Item #2 Page 90 of 109 Carlsbad TDM Handbook E-11 ☐ Delivery-Supportive Amenities Points Requested: Describe the type and location of the storage being provided and how residents will access their packages (automated locker system, storage room managed by onsite staff, etc.). Non-Residential Only ☐ Preferential Parking for Car/Vanpools Points Requested: Indicate the number of carpool and vanpool reserved spaces to be provided and where they will be located on the project site (on the building/site plan). Refer to Appendix A of the handbook for guidance on the required number of spaces and copy the guidance into the space below to ensure proper implementation. Maximum points will be awarded when offered in conjunction with ridematching services. ☐ End of Trip Facilities Points Requested: Indicate the number of showers, lockers, and changing rooms and where they will be located on the building/site plan. April 7, 2025 Item #2 Page 91 of 109 Carlsbad TDM Handbook E-12 SECTION 5: Strategy Summary 1. Provide a summary of selected strategies and points requested in this table and mark any strategies that are used as VMT reduction strategies to comply with the California Environmental Quality Act (CEQA). TDM measures used to meet CEQA requirements must remain in perpetuity with the project. 2. Attach a site plan that displays the location of all physical elements of the TDM plan. This plan will be used by city staff to verify all physical elements at the pre-occupancy inspection. The site plan must: a. Include locations and quantities of all infrastructure elements. b. Differentiate between existing and proposed elements and clearly mark the elements for which points are requested. c. Be legible and no larger than 11” by 17”. Strategy Points CEQA Notes (Admin Use Only) Secure Bike Parking Public Bike Parking Bicycle Repair Station Micromobility Parking Car Share Parking and Vehicles Mixed-Use Component On-Site Amenities Bicycle and Pedestrian Connections Passenger Loading Zone Innovation (Infrastructure-Based) Mixed-Use Component Delivery-Supportive Amenities Preferential Parking for Car/Vanpool End of Trip Facilities Total Points April 7, 2025 Item #2 Page 92 of 109 Carlsbad TDM Handbook E-13 SECTION 6: Transfer of Ownership By signing below, developer agrees to inform the city of a sale and provide contact information for a new owner to ensure that the plan will continue throughout the life of the project. Name and Signature of Developer Representative or Designated Applicant: Printed Name Signature Date Organization Email Phone Number SECTION 7: Monitoring By signing below, applicant agrees to provide regular status reports in compliance with the monitoring requirements per Section 3.6 of the TDM Handbook. SECTION 8: Signatures By signing below, applicant and transportation coordinator certify that the information provided in this document is complete and accurate. By signing this document, the transportation coordinator is committing to providing the strategies identified in this document and to participate in monitoring activities described in Section 3.6 of the Carlsbad TDM Handbook. Name and Signature of Developer Representative or Designated Applicant: Printed Name Signature Date Organization Email Phone Number Name and Signature of Building Owner: Printed Name Signature Date Organization Email Phone Number April 7, 2025 Item #2 Page 93 of 109 Carlsbad TDM Handbook E-14 Name and Signature of (Interim or Final) Transportation Coordinator: Printed Name Signature Date Organization Email Phone Number Name and Signature of City of Carlsbad Representative: Printed Name Signature Date (ADMIN USE ONLY) Estimated Occupancy Date: April 7, 2025 Item #2 Page 94 of 109 Carlsbad TDM Handbook E-1 E. Glossary of Terms April 7, 2025 Item #2 Page 95 of 109 Carlsbad TDM Handbook E-2 Term Definition Alternative Mode Share All modes of transportation that do not include single-occupancy vehicle trips, including transit, walking, biking, ridesharing, and others. Alternative Mode Share Goal The city’s Climate Action Plan establishes the goal of achieving an additional 10 percent alternative mode use, for an overall 32 percent alternative mode use, by workers employed in Carlsbad by 2035. To meet this goal, new non-residential projects subject to the TDM ordinance are required to achieve a 40 percent alternative mode share and existing non-residential developments must meet a 30 percent alternative mode share. Bikeshare A shared mobility service that offers convenient, on-demand access to bikes for short-term use. This is an important first/last mile option as it connects commuters to and from a transit station. Build-to-Spec A building that is a speculative venture for the builder. The developer has the intention of selling at a profit or leasing the building but has not identified the buyer/lessee. Build-to-Suit A commercial building in which the developer specifically builds to meet the design and physical specifications of the tenant. California Environmental Quality Act (CEQA) A state of California statute that requires local agencies to identify significant environmental impacts of their actions and avoid or mitigate those impacts, if feasible. Carpool An arrangement between a group of (2-5) people who live and work near each other to commute to work together in a single vehicle. Dynamic ridesharing services match drivers with passengers who are traveling in the same direction. Carshare A shared mobility service that provides vehicles for rent to members for short periods of time. It is typically provided by an employer or property manager as an amenity for employees who typically do not have access to a car. Climate Action Plan The Climate Action Plan (CAP) is designed to reduce Carlsbad’s greenhouse gas (GHG) emissions and streamline environmental review of future development projects in the city Commuter Survey A paper or electronic survey that includes questions about commuter behavior, preferences, motivations, and barriers to establish and monitor mode share at a work site. Conditions of Approval Conditions of approval are requirements that need to be met to receive approval on a discretionary project. Development Construction, re-construction, re-model, or alteration of the size of any building structure, or area of occupancy, requiring a development permit; any grading activities requiring a development permit; change in the density or intensity of use of land requiring a development permit. April 7, 2025 Item #2 Page 96 of 109 Carlsbad TDM Handbook E-3 Development Permit Any permit approval or entitlement issued pursuant to Title 11, 15, 18, 20 or 21 of the City of Carlsbad Municipal Code. Employee Trips The number of average daily trips made by employees to their designated worksite within Carlsbad. First/Last Mile First/last mile refers to the first and last connections to and from a transit stop or station and is typically by walking, biking, or riding a bus to a rail station. Transit riders may face problems with making the first and last legs of their transit trip if there are inadequate bus service coverage or unsafe road conditions for biking or walking. Flexible Curb Space Curb space designated for transit, shared mobility, and passenger loading. Restrictions on types of uses during certain times of day help balance street demand as they change throughout the day. Good Faith Effort (GFE) A business that does not meet its mode share target may still comply with the TDM Ordinance by demonstrating a good faith effort by submitting all the required documents (i.e., Developer Checklist and TDM Plan) and consulting with the Carlsbad TA to develop a robust TDM Plan at their worksite. Greenhouse Gas (GHG) Gases that trap heat in the atmosphere. Principal GHGs include carbon-dioxide (CO2), methane (CH4), nitrous oxide (N2O), hydrofluorocarbons (HFCs), perfluorocarbons (PFCs), and sulfur hexafluoride (SF6). High Occupancy Vehicle (HOV) A HOV vehicle is one carrying more than one passenger, such as buses, carpools, and vanpools. Providing dedicated priority parking for HOV vehicles promotes ridesharing and reduces the number of vehicles arriving to the worksite. Infrastructure TDM Improvements TDM strategies that are incorporated into the facility(ies) and or site design. Examples include designated carpool/vanpool parking, secure bicycle parking, and public bicycle parking. Mobility Hub Mobility hubs are places of connectivity where different modes of travel – walking, biking, transit, and shared mobility – converge and where there is a concentration of employment, housing, shopping, and/or recreation. They provide an integrated suite of mobility services, amenities, and technologies to bridge the distance between high-frequency transit and an individual’s origin or destination. Mode Share Means percentage of commuters who use different modes of transportation, such as drive-alone, transit, bike, walking, etc. April 7, 2025 Item #2 Page 97 of 109 Carlsbad TDM Handbook E-4 Mode Share Target The mode share target is a goal established by the city for work sites. A target mode share of 40% means that 40% of individuals drive alone to work during AM and PM peak periods. The remining 60% of individuals use alternative travel modes (e.g., vanpool, carpool, biking) to commute to work. Multimodal Multimodal refers to multiple modes or ways of travel, such as walking, biking, riding transit or carpooling. Typically, multimodal is used in reference to street design or commuter benefits programs, designed to encourage people to use alternatives to the most common mode of travel, driving alone. Non-Infrastructure Strategies TDM strategies such as policies, programs and partnerships that are implemented once the development is occupied. Examples include ridematching programs, transit subsidies, and marketing and promotion of transportation options. Non-Residential Development Non-residential or commercial development includes the following land uses: industrial, retail, hotel, office, manufacturing, and mixed- use. Preliminary Plan A preliminary plan is created during the discretionary permit phase. The project will be conditioned to submit a final TDM plan to the satisfaction of the City Engineer prior to occupancy of an associated building permit. Ridematching Ridematching is a service that connects drivers and riders who live and work nearby to reduce the number of SOV trips. It may be administered by the employer, a TMA/TMO, the Carlsbad TA, or a regional TDM service provider. Rideshare Any non-SOV trip including carpool, vanpool, or public transit. Shared Parking Shared parking is a situation in which two or more complementary land uses share a set of parking spaces. This can be due to different peak demands, such as morning versus evening or weekday versus weekend. For example, an office complex and restaurant may have complementary uses the restaurant experiences peak patronage in the evening, when employees are off and are heading home. Shell Building Spec building with no pre-defined use and/or occupancy. Single Occupancy Vehicle (SOV) trips Means one occupant per vehicle. SOV trips can be used interchangeably with drive-alone or solo driving trips. TDM Menu of Options A list of TDM strategies that may be implemented at a work site. Transportation Administrator (TA) The Carlsbad Transportation Administrator (Carlsbad TA) assists project applicant and businesses in meeting the mandatory and suggested requirements of the TDM Ordinance and voluntary TDM Business Program. The Carlsbad TA is available for consultation prior to and during the compliance process, including help with worksite analyses, preparing TDM Plans, conducting commute surveys, and implementing successful TDM programs to meet mode share targets. April 7, 2025 Item #2 Page 98 of 109 Carlsbad TDM Handbook E-5 Transportation Coordinator (TC) A TC is the primary contact for employees as it relates to transportation-related programs and services, such as transit options, available rideshare and active transportation amenities, and commuter programs and events. TCs are responsible for preparing and implementing the approved TDM. TCs are required to attend an introductory training. Transportation Demand Management (TDM) Strategies, policies, and programs that reduce demand on roadway infrastructure by reducing single-occupancy vehicle trips. TDM programs include measures that work to reduce single occupancy vehicle (SOV) trips, increase vehicle occupancy, and shift travel to other modes or to non-peak travel periods. This is achieved through employer actions, financial incentives, alternative work arrangements, or local infrastructure and land use policy that constrains parking supply, densifies uses, and provides a convenient suite of transportation options including walking, bicycling, transit, and rideshare. Transportation Demand Management (TDM) means strategies, policies, and programs that reduce demand on roadway infrastructure by reducing single-occupancy vehicle trips. Transportation Demand Management (TDM) Ordinance City of Carlsbad ordinance that fulfills measure K-2 of the Climate Action Plan to reduce single-occupancy vehicle trips and increase alternative mode share among Carlsbad workers to meet 2035 GHG reduction targets. Non-residential development projects where employees produce a minimum of 110 average daily employee trips (ADET) are subject to the ordinance and must submit a TDM plan. Transportation Demand Management (TDM) Plan Strategies and investments to reduce SOV mode share and VMT tailored to a specific worksite/property, including facilities improvements, programs, incentives/disincentives, education, marketing, and outreach. Unbundling Parking Lease or sell all parking spaces separately from the rental or purchase fee for residential units or commercial space. Vanpool Vanpools are a form of rideshare in which five or more individuals commute to work using a single vehicle. The vehicle may be owned by the individuals or leased from an employer or third-party vendor. April 7, 2025 Item #2 Page 99 of 109 Carlsbad TDM Handbook F-1 F. TC Designation Form April 7, 2025 Item #2 Page 100 of 109 Carlsbad TDM Handbook F-2 Transportation Coordinator Designation Form Instructions Transportation Demand Management (TDM) Plan Your organization is required to implement and monitor a TDM plan that was approved as part of the City of Carlsbad’s development approval process. More information about the TDM plan requirements can be found in the Carlsbad TDM Handbook. Transportation Coordinator (TC) Duties The transportation coordinator is responsible for the implementation and compliance monitoring of the TDM plan on file with the City of Carlsbad. Implementation duties include: • Attending an introductory TC meeting and completing a TC training • Ensuring that all strategies selected in the approved TDM plan are available to employees/residents, are being maintained regularly, and are being promoted regularly to employees/residents • Distributing transportation options information to new employees/residents • Coordinating with the city’s business outreach TDM program (Carlsbad Commuter), including attending at least one event or meeting and participating in/promoting at least two citywide TDM events per year. • Administering a city-provided or city-approved commute survey to employees and submitting a TDM status report to the City of Carlsbad at the frequency identified in the TDM plan. Form Instructions This form will become an appendix to your approved TDM plan. Complete the form, including the required signatures and the appendix number on the cover sheet and add it to your approved TDM plan. Submit the TDM plan with the new appendix but excluding this instruction page via email to landdev@carlsbadca.gov or in person at the Engineering Counter located at 1635 Faraday Ave., Carlsbad, CA 92008. For information regarding the TDM plan requirements, TC duties, or assistance with completing this form, please contact landdev@carlsbadca.gov or call 442-339-2750. April 7, 2025 Item #2 Page 101 of 109 Carlsbad TDM Handbook F-3 Transportation Coordinator Designation Form Company Name: _________________________ Worksite/Property Address: _____________________________________________ Company Phone Number: ___________________ TDM Plan Number: ___________________ Transportation Coordinator (TC): ________________________________ Title: Company name: _______________________ Email: ______________________ Phone Number: _______________ Percent of Time Dedicated to TC Duties: ________ Instructions for the TC: Review and check the following requirements. I have received and reviewed my company’s/property’s TDM plan I fully understand the implementation and compliance duties I commit to implementing the TDM plan commitments as described in the plan. If any of the approved strategies cease to be available or appropriate at my worksite, I will contact the City of Carlsbad to see whether a TDM plan amendment is needed. Name and Signature of Transportation Coordinator: Printed Name and Title Signature Date Instructions for the supervisor of the TC: Review the duties described in the instructions. Indicate your approval of the time commitment by signing below. I have received and reviewed my company’s/property’s TDM plan I commit to filing a new transportation coordinator form within 60 days of designating a new TC. Name and Signature of TC Supervisor: Printed Name Signature Date Organization Email Phone Number Note: If the TC changes, please inform the city by submitting a new TC Designation Form. April 7, 2025 Item #2 Page 102 of 109 Carlsbad TDM Handbook G-1 G. Transportation Demand Management (TDM) Plan Acknowledgment Form April 7, 2025 Item #2 Page 103 of 109 Carlsbad TDM Handbook G-2 Transportation Demand Management (TDM) Plan Acknowledgment Form Instructions TDM Plan Requirement and Form Purpose Shell buildings and multi-tenant buildings subject to the City of Carlsbad TDM ordinance must establish requirements in lease agreements that require tenants to implement and promote the strategies detailed in the approved TDM plan and comply with the monitoring requirements, such as distributing an employee commute survey and achieving required response rates. Lease agreements must include a copy of the TDM plan and specify which TDM plan commitments must be implemented by the tenant. Tenants applying for a building permit triggering the same or lower tier TDM plan requirement as the property have the option to choose the property’s TDM plan or create their own. Tenants who choose the property’s TDM plan must complete and sign this TDM Plan Acknowledgment Form prior to permit issuance. The tenant is required to have a representative to serve as the Transportation Coordinator (TC) and provide updated TC contact information to the city. Tenants that trigger a higher tier level than that of the property’s TDM plan must create their own TDM plan for city approval. Form Instructions Complete the form, including the required signatures and submit the form to landdev@carlsbadca.gov or in person at the Engineering Counter located at 1635 Faraday Ave., Carlsbad, CA 92008. For information regarding the TDM plan requirements or assistance with completing this form, please contact landdev@carlsbadca.gov or call 442-339-2750. April 7, 2025 Item #2 Page 104 of 109 Carlsbad TDM Handbook G-3 TDM Plan Acknowledgment Form TDM Plan Number: _______________________________ Building Permit Number: ___________________________ Company Name: _________________________________ Worksite/Property Address: _____________________________________________ Company Phone Number: __________________________ Transportation Coordinator (TC): ________________________________ Title: ________________________________ Email: _______________________________ Phone Number: _________________ By signing this document, the following is acknowledged: • This property is subject to the city’s TDM Ordinance. • A copy of the TDM Plan that applies to this project was received and reviewed. • The tenant is responsible for implementation of the TDM Plan, including monitoring and surveying, and is subject to enforcement actions for non-compliance. Signature of Transportation Coordinator: Signature Date April 7, 2025 Item #2 Page 105 of 109 MEMORANDUM Alta Planning + Design, Inc. City of Carlsbad 1 To: Nathan Schmidt, City of Carlsbad From: Ulla Hester, Alta Planning + Design Date: February 21, 2025 Re: TDM Plan Monitoring Summary as of Fall 2024 TDM Plan Monitoring Under the Carlsbad TDM ordinance, properties/employers with an approved TDM plan must prepare a baseline commute survey within one year of reaching 75% occupancy or within 18 months of initial occupancy, whichever occurs first. Properties conduct follow-up surveys every two years to gauge progress towards the sustainable transportation mode share goals identified by the city of Carlsbad (Table 1). Along with the survey results, properties submit a status report documenting the implementation status of their TDM plan strategies. Properties that fail to reach their mode share goals during their follow-up surveys may have to amend their TDM plan to improve their progress towards the goal. Table 1: Sustainable Mode Share Goals Period in which Reporting Falls Sustainable Mode Share Goals New Developments Existing Buildings/ Tenant Improvements Present till 2025 25% 24% 2025 – 2029 30% 26% 2030 – 2034 35% 28% 2035 on 40% 30% Plans Approved Since 2019 The City of Carlsbad has reviewed and approved 49 final plans and four preliminary plans. The latter are plans that gain preliminary approval during the discretionary process and are finalized at the building permit stage. Table 2: Approved TDM Plans by Year and Type Plans Approved 2019 2020 2021 2022 2023 2024 Total Tier 1 1 4 4 5 5 3 22 Tier 2 2 3 2 6 6 1 20 Tier 3 2 1 1 0 3 7 Preliminary Discretionary 1 0 2 0 1 4 Total 3 10 7 14 11 8 53 Exhibit 3 April 7, 2025 Item #2 Page 106 of 109 a MEMORANDUM Alta Planning + Design, Inc. City of Carlsbad 2 Approximately 8,700 employees work for employers that have completed and are implementing TDM plans under the TDM ordinance. Figure 1: Cumulative Number of Plans and Employees Under the TDM Ordinance Monitoring Results as of Fall 2024 Since 2020, UrbanTrans has conducted 41 baseline surveys and 24 first follow-up surveys, and three second follow-up surveys. More than 9,800 employees have completed a baseline survey, 5,764 have completed the first follow-up survey, and 773 have completed the second follow-up survey. Key Findings • Since Fall 2022, 48% of properties/employers met the 24% sustainable mode share goal in their baseline survey, 67% met the goal in their first follow-up survey, and 100% in their second follow-up survey. • Despite not all employer/properties meeting the goal, the weighted average of all participants met or exceeded the goal in all survey categories: o The average baseline sustainable transportation mode share was 24%, reflecting 41 participating properties/employers and using a weighted average by employee population. o The average follow-up sustainable transportation mode share for properties completing their first follow-up survey was 38%, reflecting 24 participating properties/employers and using a weighted average by employee population. o The average follow-up sustainable transportation mode share for properties completing their second follow-up survey was 32%, reflecting three participating properties/employers. • Average VMT and sustainable mode share do not necessarily correspond, as Figure 2 below shows. While the employers with the highest sustainable mode share have the lowest VMT, that trend line is less clear for employers with lower sustainable mode shares. Reasons for that include differences in average commute distance by 0 1000 2000 3000 4000 5000 6000 7000 8000 9000 10000 0 10 20 30 40 50 60 2019 2020 2021 2022 2023 2024 Cumulative Number of Plans and Employees Covered Under the Ordinance Number of Plans Number of Employees April 7, 2025 Item #2 Page 107 of 109 -- MEMORANDUM Alta Planning + Design, Inc. City of Carlsbad 3 employer/property and by mode. For example, active modes cover shorter commute distances than driving or carpooling and therefore have a larger impact on mode share than on VMT. Figure 2: Sustainable Mode Share and VMT Per Capita by Employer • Employers/properties have largely been meeting sustainable mode share goals due to high levels of remote work. This raises some key considerations: o As mode share goals will increase in 2025 to 26% and employer are simultaneously calling workers back to the workplace, it will become more difficult for properties to achieve the mode share goals. o On average, logistics, manufacturing, industrial, R&D, and lab uses have significantly lower sustainable mode shares than office uses due to the in-person nature of the work. Appendix A summarizes the sustainable mode share and VMT for all baseline and follow-up surveys. It should be noted that baseline survey participants are not expected to achieve the goal, since they are still at the beginning of implementing their TDM program. 0 2 4 6 8 10 12 14 16 18 20 22 24 26 28 30 0% 10% 20% 30% 40% 50% 60% 70% 80% 90% Sustainable Mode Share and VMT Per Capita -Baseline Surveys Sustainable Mode Share Daily VMT per employee Average Daily VMT/employee April 7, 2025 Item #2 Page 108 of 109 a 1111111111111111111111111111. - Property Number of Employees Survey Period Sustaina ble Mode Share Daily VMT Daily VMT per employee Baseline Survey Goal Achieved Number of Employees Survey Period Sustainable Mode Share Daily VMT Daily VMT per employee Follow-Up Survey Goal Achieved Number of Employees Survey Period Sustainab le Mode Share Daily VMT Daily VMT per employee Second Follow-Up Survey Goal Achieved RQC Corp HQ 73 Fall 2020 29%1413 19.4 Yes 72 Fall 2022 45%864 12.0 Yes 53 Fall 2024 46%804 15.2 Yes CalAmp 114 Fall 2020 13%2461 21.6 No 74 Fall 2022 47%933 12.6 Yes 619 Fall 2024 30%10240 16.5 Yes Gemological Institute of America (GIA)885 Fall 2020 16%16334 18.5 No 868 Fall 2022 35%13877 16.0 Yes 101 Fall 2024 40%1751 17.3 Yes Viasat 2485 Spring 2021 11%63379 25.5 No 1907 Spring 2023 44%18616 9.8 Yes Carlsbad Oaks North Lot 2/Amazon Lot DSD5 158 Spring 2021 12%3585 22.7 No 90 Spring 2023 10%1814 20.2 No Airspace 166 Fall2021 33%3310 19.9 Yes 89 Fall 2023 58%987 11.1 Yes Anaergia 46 Spring 2022 48%1093 23.8 Yes 42 Spring 2024 47%656 15.6 Yes Badiee Development 54 Spring 2022 27%910 16.9 Yes 15 Spring 2024 29%382 25.5 Yes Beckman Properties/Implus 42 Spring 2022 48%553 13.2 Yes 19 Spring 2024 66%222 11.7 Yes DCN 75 Spring 2022 14%1300 17.3 No 49 Spring 2024 18%954 19.5 No Fashionphile 43 Spring 2022 17%1009 23.5 No 53 Spring 2024 33%889 16.8 Yes Millipore Sigma 44 Spring 2022 16%1132 25.7 No 66 Spring 2024 15%1980 30.0 No Pac Western Bank 67 Spring 2022 18%1346 20.1 No 64 Spring 2024 26%1123 17.5 Yes Spy Optic Bolle Brand 50 Spring 2022 46%575 11.5 Yes 58 Spring 2024 44%860 14.8 Yes Thermo Fisher 1905 Spring 2022 41%26912 14.1 Yes 1570 Spring 2024 41%22709 14.5 Yes Alphatec Spine 347 Fall 2022 9%7857 22.6 No *** Antech 100 Fall 2022 61%809 8.1 Yes 101 Fall 2024 42%1241 12.3 Yes Elago 23 Fall 2022 4%386 16.8 No 25 Fall 2024 21%372 14.9 Yes GenMark /Roche 376 Fall 2022 13%9912 26.4 No 369 Fall 2024 11%12121 32.8 Yes Havas Edge 140 Fall 2022 25%2193 15.7 Yes 120 Fall 2024 16%2311 19.3 Yes Investcloud 10 Fall 2022 76%82 8.2 Yes * Neogenomics 210 Fall 2022 59%2309 11.0 Yes 113 Fall 2024 44%1396 12.4 Yes OnTrac 64 Fall 2022 8%1427 22.3 No *** JLAB 54 Spring 2023 24%904 16.7 Yes Natural Alternatives 84 Spring 2023 8%1827 21.8 No Pratt & Whitney 41 Spring 2023 26%885 21.6 Yes Quidel-Ortho 180 Spring 2023 20%2106 11.7 No 5980 Eagle Drive - Amazon 80 Spring 2023 14%1480 18.5 No Active Motif 54 Fall 2023 23%1073 19.9 No Kisco Senior Living 69 Fall 2023 69%577 8.4 Yes Cobra Puma Golf 145 Fall 2023 26%2612 18.0 Yes Creyon Bio 24 Fall 2023 34%597 24.9 Yes GoPro 78 Fall 2023 82%311 4.0 Yes Reef 78 Fall 2023 47%970 12.4 Yes Rockstar 330 Fall 2023 26%6347 19.2 Yes Breg 48 Spring 2024 Trump Card 63 Spring 2024 13%No Ionis 442 Spring 2024 19%No Spinal Elements 85 Spring 2024 25%Yes Abbott Rapid Diagnostics Labs 110 Spring 2024 15%No BMW 162 Spring 2024 9%No Pharmaron 80 Fall 2024 15%2195 27.4 No * TDM plan is no longer active **Survey results reflect the pre-pandemic mode share ***Survey postponed to following period Baseline Survey First Follow-Up Survey Second Follow-Up Survey April 7, 2025 Item #2 Page 109 of 109 From:Steve Linke To:Traffic Subject:Public comment on 4/7/2025 traffic commission Item #2: Fall 2024 TDM Plan Monitoring Summary Date:Monday, April 7, 2025 4:08:23 AM Attachments:k0vM0hAD80j8Z6tM.pngY3PixWf6mNSDLI2a.png Carlsbad traffic commission: Similar to the previous 2022 and 2023 TDM Plan Monitoring Summaries, the Fall 2024 summary underreview today (the last four pages of your agenda packet), is so brief that it is very difficult to assess thesuccess of, or suggest future improvements to, Carlsbad's TDM Program. At the end of this email, I haveincluded a list of requests/questions, but first some background. BACKGROUND The three "tiers" of commercial TDM plans depend on the average daily employee trips (ADET) to/fromwork (customer trips are not counted). This depends on the building square footage and type of company(office, restaurant, retail, industrial, manufacturing, or warehousing). The higher the ADET, the higher thetier. Note that many companies are completely exempted from the TDM program, because they are estimated togenerate less than 110 ADET. Of the remaining companies that are not exempt, each Tier must have a TDMPlan that achieves the following minimum points (Required Points + Elective Points = Total Points), asdescribed in the TDM Handbook: Required Points All three Tiers are required to implement the following three "Required Points" TDM strategies: 1. Designate a Transportation Coordinator2. Have the Transportation Coordinator communicate with city TDM staff once a year3. Distribute to new employees TDM information provided by the city Although these "strategies" do nothing to directly reduce employee trips, they give all three Tiers their first4 points. Elective Points The vast majority of the remaining companies that are not exempted (42/53, or 80%, as of the currentreport) are only required to have Tier 1 or Tier 2 plans, which require only 6 or 9 Total Points, respectively.The additional "Elective Points" come from the TDM strategies located in Tables 2-5 and 2-6 of the TDMHandbook, which can be found on Pages 45-47 of your agenda packet PDF file. Nearly every TDM plan I have reviewed, which is almost all of them, start with the bike rack and bikerepair station, which is enough to satisfy the 2 additional Elective Points necessary for Tier 1 plans. TheTier 2 companies typically achieve their next 3 Elective Points by adding a link to the CarlsbadCommuter website, a shower/locker area for cyclists, some curb space for a passenger loading zone,and/or a car/van pool parking space. All of the above strategies are presumably chosen, because they arerelatively inexpensive, one-time costs that are easy to implement. However, given the tiny percentages of Table 2-3: Required Points by Tier Required Points** Tier 1 4 Tier 2 4 Tier3 4 Elective Points 2 5 14* T,otal Points 6 9 18 employees using the bicycle and carpool modes for commuting (1-2%), these strategies appear to be veryineffective. For Tier 3, to achieve the final 9 points necessary to reach 18 Total Points, typical strategies includeproviding additional marketing materials, telework options, and flexible work schedule options. In onecase, a project claimed 5 "innovation" points for simply agreeing to build a shelter at the nearest bus stop,and staff let them have that. The strategies that directly address mode shifts, which typically require ongoing monetary commitments,are only very rarely included in TDM plans, such as: providing rideshare vehicles or alternatives like e-bikes/e-scooters, on-site ridematching programs, transit subsidies, parking cash outs (paying employees notto drive), etc. Mode share chart For some reason, the new Fall 2024 TDM Plan Monitoring Summary did not include an updated version ofthe below "mode share" bar chart, which was included in the 2023 summary. For the last several decades,US Census data from Carlsbad has shown that bicycle, carpool, and transit mode shares for workcommuting have only been around 1-2%, similar to the mode share reported in this TDM monitoring table,suggesting that the TDM Program has had little or no effect on shifting additional people to these modes. The only meaningful TDM alternative to driving alone has been working from home. This continues toappear to be the main source of mode shifting, and may have increased somewhat during the pandemic, butit is questionable whether the TDM Program has had much to do with that. The new report includesstatements that raise alarms about the "mode share" still being so heavily weighted toward working fromhome, which may be maxed out at this point--and likely declining as employers insist on workers comingback to work. Types of TDM plans In addition, to the mandatory TDM plans of new commercial developments required by the Climate ActionPlan (CAP), there are other TDM plans that are supposed to be developed: Voluntary commercial TDM plans for pre-existing entities (based on the CAP)Mandatory commercial and residential TDM plans for projects that add traffic to growth managementexempted streets (based on the General Plan) Fall 2023 Evaluation Average Mode Share (n=613) Drove alone Worlked from home Drove alone (Zero Emi.ssion Vehicle) • • Carpool Bicycle ~her Uber/Lyft/Tax,i Train Motorcycle/Motor sooote r 35"6 -5% -2% ■ 1% I 1% I 1% I 1% 0% 0% 10% 20% 30% 40% 54% SO"Ai 50"Ai REQUESTS/QUESTIONS FOR STAFF Requests In order to develop meaningful input and suggestions for future improvements to the TDM Program, pleaseprovide the following additional information for this Fall 2024 report, as well as all future reports: Average mode share bar chart and individual bar charts for each separate businessList of the TDM strategies from the TDM Handbook and how frequently they are incorporated intothe Tier 1, 2, and 3 plansThe breakdown of CAP vs. General Plan, commercial vs. residential project, and required vs.voluntary TDM plans currently in effect?Survey response rates and reliability Questions When reporting the mode share percentages, do they reflect actual trip percentages, or do they onlyreflect percentages of employees who sometimes use alternative modes. In other words, if anemployee were to claim they commute by bicycle an average of 1 day per week and by single-occupancy vehicle 4 days per week, is that considered a fully alternative mode employee, or is it onlycounted as 20% mode shift for that single employee?What is the mode share for City of Carlsbad employees?Why hasn't the City of Carlsbad voluntarily included itself in the TDM Program?Given the huge emphasis on bicycle-based TDM strategies in plans from all tiers (particularly Tiers 1and 2), and given the pre-existing bicycle mode share even before the TDM Program wasimplemented, can the <1% bicycle mode share be considered a success of the TDM Program?There seems to be concern about the heavy reliance on the "working from home" mode shifting. Howwill this be addressed going forward, as the target mode shift percentages increase and as companiesseem to be going back to requiring in-person employees.There is very little discussion about the "Existing Buildings/Tenant Improvements" mode share goalsin Table 1. In fact, the business community very recently complained to the City Council that, whenthey do renovations, they do not want to be subjected to new TDM/CAP requirements as part of thepermitting process. Are those TDM plans being reported in the current summaries, and how will thispotential problem be addressed going forward?The report implies that there has been a 100% survey response rate by all employees for allcompanies. Is that true? If not, then there needs to be more transparency about that, as well asconsideration of survey bias toward respondents that use alternative modes, which would exaggeratethe alleged usage of alternative modes.Is there any independent confirmation of employee surveys (subject to bias and cheating), such ashaving the Transportation Coordinator verify bicycle usage by observing the racks, confirmingcarpools, confirming telework and flexible-hour employee numbers?For companies that are not meeting the TDM goals, have there been any consequences? Whatconsequences can be imposed on such businesses?Many businesses generate significant numbers of new customer vehicle trips, in addition to employeetrips. Why aren't these companies being encouraged to reduce customer trips, as well? Best regards,Steve CAUTION: Do not open attachments or click on links unless you recognize the sender and know the content is safe. • • • • • • • • • • • • • • From:Diane Nygaard To:Traffic Cc:Katie Hentrich Subject:Comments on # 2- TDM Monitoring Report for 2024 Date:Monday, April 7, 2025 1:14:05 PM Honorable Chair and Commissioners This is the first of these annual TDM monitoring reports that we have reviewed and frankly, itis very disappointing. Effective monitoring of TDM is important both for traffic congestion and for greenhouse gas emission (GHG) reductions. The city's Climate Action Plan(CAP) , updated in November of2024. identifies implementation of this TDM ordinance as the single most important action addressing GHG from the transportation sector. And the transportation sector accounts foralmost half of the city's total GHG emissions. Getting this right matters! The CAP has a goal of achieving 40% of employee commute trips from sustainable transportation modes by 2035. That almost requires doubling the baseline rate of 23%. Theseannual reports should show progress toward achieving that bottom line goal. But this report does not even include a basic mode share split. So there is no summary of what % of thesecommute trips are using sustainable transportation or if any progress has been made toward that goal. The following are a few additional concerns about the information that has been presented: - the goal in the CAP and the goal in the TDM ordinance are not consistent. This report is clearly focussed on the TDM ordinance compliance. But this inconsistency ingoals does not result in a monitoring and reporting system that addresses both aspects of this program- congestion and GHG reductions. - Unclear what % of employees in the surveyed businesses actually responded Is this mixing new development with existing development where only part of the workforceis expected to meet the standard? Or because the project meets the threshold must they achieve the standard across the board for all employees? If the latter, then some of thenumbers on the detailed att by company make no sense. The numbers doing followup surveys has dropped- and is a small percentage of what was shown in the baseline. One can't assume that the results of those who failed to respond are the same as those whodid. The TDM ordinance results are supposed to be achieved overall for all employees- not just those who responded to the survey. - less than half (48%) met the 24% goal Even if this was a representative sample, this result is concerning. What corrective actionswere taken for those who failed to meet the standard? That is a key element of the monitoring program and was not really discussed. - no reporting of what actions were included in the TDM plans- or what was effective. It would be helpful to see a table of all of the actions and an indication as to which were included in each company's TDM Plan. That might help understand the widely varyingresults. What actions were added to the TDM plans that made a difference? That would be useful information both for the program manager and for other employers to know what hasproven successful. - The comment about changes to work from home numbers requires further attention It is good that it was recognized that the current rate of work from home may be declining as policies around this change. Since that single mode accounted for more of the sustainabletrips than all other modes combined, what happens with it will greatly impact the results of the entire program. We encourage you to require a TDM monitoring report that really monitors progress towardthe related goals in both the TDM ordinance and the CAP- and that provides useful information to assess what is working or not. Diane NygaardOn Behalf of Preserve Calavera CAUTION: Do not open attachments or click on links unless you recognize the sender and know the content is safe. Nathan Schmidt, Transportation Planning and Mobility Manager April 7, 2025 Overview of the Transportation Demand Management Program and 2024 Employer Survey Results {city of Carlsbad RECOMMENDED ACTION Receive a presentation on the citywide Transportation Demand Management Program (TDM) and the 2024 Employer Survey Results. ITEM 2: TDM Program { City of Carlsbad PRESENTATION OUTLINE •Overview of the City’s TDM Program: –Ordinance, Handbook, and Collaboration Program •2024 Employer TDM Surveys •TS&MC may ask questions and provide feedback on the TDM Program ITEM 2: TDM Program { City of Carlsbad "Transportation Demand Management (TDM)" means strategies, policies, and programs that reduce demand on roadway infrastructure by reducing single-occupancy vehicle trips. 4 ITEM 2: TDM Program What is TDM? { City of Carlsbad REGULATION AND POLICIES GENERAL PLAN MUNICIPAL CODE (TDM ORDINANCE) TDM HANDBOOK ITEM 2: TDM Program 5 ->>> c:::::, C , >>> Transportation Demand Management Handbook {city of Carlsbad August21.2019 { City of Carlsbad TDM HANDBOOK •Introduces TDM •Focuses on two City of Carlsbad programs: •TDM ordinance (mandatory program) •TDM program for businesses (voluntary program) •Provides developers and businesses with resources •Designed to be a living document ITEM 2: TDM Program 6 { City of Carlsbad TDM EVALUATION OVERVIEW EMPLOYERS/PROPERTIES •Must prepare a baseline commute survey within one year of reaching 75% occupancy or within 18 months of initial occupancy, whichever occurs first. •Must complete a follow-up survey every two years to show progress toward sustainable mode share goals. •41 baseline surveys and 27 follow-up surveys have been completed to date. •9,800 commuters have completed a baseline survey and 6,537 have completed follow-up surveys. ITEM 2: TDM Program Table 1: Sustainable Mode Share Goals Period in which Sustainable Mode Share Goals Reporting Falls New Developments Present till 2025 25% 2025-2029 30% 2030-2034 35% 2035 on 40% Existing Buildings/Tenant Improvements 24% 26% 28% 30%1 { City of Carlsbad I I I ITEM 2: TDM Program •Approximately 8,700 employees work for employers under the TDM ordinance •53 employers under the TDM ordinance PLANS SINCE 2019 60 50 40 30 20 10 0 Cumulative Number of Plans and Employees Covered Under the Ordinance 2019 2020 2021 2022 2023 2024 -Number of Plans -Number of Employees 10000 9000 8000 7000 6000 5000 4000 3000 2000 1000 0 { City of Carlsbad TDM EVALUATION CONTEXT •Requires high response-rate and confidence level to ensure impacts are defensible. •Incorporates SANDAG’s iCommute mandatory survey questions for regional application and partnerships. •Results inform future programming and generate timely insights for each evaluation period. •Opt-in option from commuters to receive TDM programming communications •Ongoing monitoring of legislation that would impact future evaluation methodologies, efficiencies and frequencies (example: employee data privacy laws) ITEM 2: TDM Program { City of Carlsbad EMPLOYERS/PROPERTIES ITEM 2: TDM Program Thermo Fisher SCIENTIFIC havas edge 10N1s V1asat GIA NEO GENOMICS Gen Mark ox® --® 48% of employers exceeded 2025 Sustainable Mode Share Goal with Baseline 24% Sustainable Mode Share (weighted of all baseline surveys)BA S E L I N E S U R V E Y S 41 Employers Completed their Baseline Survey □D D ( City of Carlsbad Follow-Up Surveys 20 Employers Conducted Both their Baseline and Follow-Up Surveys Between 2020- 24 14 of 20 Employers Increased Sustainable Mode Share from their Baseline Surveys and Exceeded 2025 Goals 38% Sustainable Mode Share (weighted of all follow-up surveys) ITEM 2: TDM Program /r □ ✓ { City of Carlsbad MODE SPLIT ITEM 2: TDM Program Drove Alone ZEV (Zero Emission Vehicles) does not count towards a TDM Plan’s Sustainable Mode Split Goal but does contribute to overall TDM program’s GHG reduction 52.4% 35.0% 5.7%2.4%0.7%1.9%0.1%0.2%0.4%0.3%0.4%0.2% 63.5% 22.4% 7.0%3.6%0.8%0.7%0.4%0.3%0.2%0.2%0.4%0.5% 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% Travel Mode Share Source: TDM Ordinance Surveys 2023 2024 •■ --..L 1 _ _j_ 1 _l oe, ?$-~~ -<,~ ~o "-' <o" .. ::::,?~ ■ ■ _l _l ~<-, ·, ~'l>-f ~ ~ ~ rt-~'Q _l _J_ ~ ~ rt- 0~ { City of Carlsbad 2024 FIRST/LAST MILE ITEM 2: TDM Program 0.27 0.73 0 0.1 0.2 0.3 0.4 0.5 0.6 0.7 0.8 Yes No Percent of Respondents Who Would Take a Coaster Station Shuttle (n=2537) •Over a quarter of commuters would consider taking the train if a shuttle was offered from Poinsettia Station (~685 commuters) { City of Carlsbad 2024 FIRST/LAST MILE ITEM 2: TDM Program 22.8% 9.7% 27.3% 23.6% 16.5% 0.0% 5.0% 10.0% 15.0% 20.0% 25.0% 30.0% Five or more days per week Four days per week Three days per week Two days per week One day per week How Often Respondents Would Take a Coaster Station Shuttle (n=685) •Those who would ride the shuttle, would ride it on average three days per week { City of Carlsbad ITEM 2: TDM Program •High sustainable mode share generally correlates with lower VMT, but only among top-performing employers. •The relationship weakens for employers with lower sustainable mode shares. •Active modes (like walking and biking) often cover shorter distances, boosting mode share more than they reduce VMT. Figure 2: Sustainable Mode Share and VMT Per Capita by Employer 90% 80% 70% 60% 50% 40% 30% 20% 10% 0% Sustainable Mode Share and VMT Per Capita -Baseline Surveys 11111111111111111111. -Sustainable Mode Share -Dai ly VMT pe r employee -Average Da ily VMT /employee 30 28 26 24 22 20 18 16 14 12 10 8 6 4 2 0 OTHER KEY FINDINGS •Employers have largely been meeting sustainable mode share goals due to continued high levels of remote work. •As mode share goals increase in 2025 to 26% and employers are simultaneously calling workers back, it will become more difficult to achieve this goal •On average, logistics, manufacturing, industrial, R&D, and labs have significantly lower sustainable mode shares than offices ITEM 2: TDM Program 17 { City of Carlsbad CARLSBAD COMMUTER TDM WEBSITE AND TECHNOLOGY STAKEHOLDER MANAGEMENT WITH TRANSPORTATION COORDINATORS TDM RESOURCES FOR EMPLOYERS AND COMMUTERS ITEM 2: TDM Program TDM CAMPAIGNS @@ @@ --- The daily commute is changing fast. And we're the one-stop-shop to help you coast past the confusion. Click one of the buttons below to get started or check out the latest happenings in our Seven Mile blog. Commuter's Resource Live, work or play, we are all part of the Carlsbad community in some way, and working together, we can make our streets safer for everyone. On August 23, the City of Carlsbad declared a local state of emergencY. for traffic safetY. following a significant increase in collisions involving bikes and e-bikes. As more of us continue to head back to our worksftes and kids are back in school, we all have a big role to play in safer streets. Let's commit to practicing our part for: • Safer Driving • Safer CY.cling • Safer Walking NEXT STEPS •Return to the TS&MC to provide annual updates on the TDM survey results and if necessary additional updates to the TDM Handbook •Additional info: https://www.carlsbadcommuter.com/ ITEM 2: TDM Program { City of Carlsbad THANK YOU! ITEM 2: TDM Program { City of Carlsbad