HomeMy WebLinkAbout1976-07-06; City Council; 3704; Public Facilities & Land Use Management Program - 701 Grant Application4
AGENDA BILL NO:�� Initial:
DATES July 6, 19'l6 Dept lid.
C. Atty. \i pj5
DEPARTMENT: Public Works C. Mgr.
Su Oect: PUBLIC FACILITIES AND LAND USE MANAGEMENT PROGRAM-
701 GRANT APPLICATION
Statement of the Matter
The Joint Advisory Committee has requested, and thr City Council has
agreed to commit resources for the purpose of preparing a Public
Facilities and Land Use ;Management Program. Authorization was also
given to make application to the Environmental. Protection Agency
t$ secure grant funds to conduct this program. Subsequent Council
action a cz, d5uhorized grant,application to the State Office of
Planning and Research requesting HUD funds. Preliminary application
for these funds has been submitted to the State Office of Planning
and Research. They have Indicated that funds in the amount of
approximately $25,000 will be made available..
Ile must provide along with the formal application documentation
of the Ci;:y's intention to participate in the program, the commit-
ment of resources and the designation of an individual authorized
to sign contract on behalf of the City.
Exhibits
A. Grant Applicat�ioe�u
s�f
B. Resolution #
Recommendation
It is recommended that the City Council pass Resolution i<1_&1rV
requesting planning assistance, authorizing use of City resources
and authorizing signature on behalf of the City.
Council action
7-6-76 Resolution #3953 was adopted,, requesting Planning Assistance,
Authorizing use of City resources and authorizing execution
of application.
CITY OF CARLSDAD - ''� �� S'7
IN
FINAL APPLICATION - COMPRCIIENSIV£'PLANNING ASSJSTANCI
_Sall 976021733
Name of�Applicant Tanning Program - Short Title
City of Carlsbad F.ncina•Public Facilities and
(for itself and the Cities of Land U"se 14ahageinent,
Vista and San Marcos)
Planning Area Population Census Date Months required to
60,000 1970 1 Complete Program loos. OPR Use
Phase I 12
Size of Planning Area Congressional — ---
(Sq. J•liles) 112 ± District 43 a)Federal Grant $25,,000
Projset Director r Title ' Requested
4 Ronald A. Heckman Public Worhp A mjr), L - -
'Address ocal-Cash to be _0_ T
! 1.200 film Avelit Contributed $
Carlsbad;.%£a. 92008 72Phone (714) _ -
E 9=11.81 X34 c) V610- In -Kind _ $ 12,500
Fiscal Officer Title Services to be
Thelma So ell Finance Director _ ..PW_vided' —
iAddress Phone (714) Total Costs of Program �37 500
117.00 Elm Avenue, C .77.9-1181 (a, + b + c)
1List enclosures r4hich are a part of this application,packdge: (See Section )
i 1. Statement of assurances
1 2. Overall Program Design
i 3. Statement of Conformance with Planning Work Program
4. Annual Work Program Schedule
i 5, Milestone Description
6. Annual Work Program Summary and Payment Schedule•
7. Aftirma+;ive Action Plan
8. City Resolution ;
E 9. Statement as to Progress towal.d meeting IIUD I1ousing
and Land -Use requirement
i
mthoriaed Official
Paul Hussey
'itle City Manages
Signiture�
Da tc
6-26-x6
STATERENT OF ASSUP.ANCES• -
The Applicant hereby assures and certifies that he will 'comply with the regula-
tions, policies, guidelines, and requirements inclpding'61B Circulars Nos. 74-4.
A-95, and.74-7, as they relate to the application, acceptance and use of federal
funds for this federally assisted project. Also; the Applicant assures and cer-
tifies with respect to. the grant that,
1. It possesses legal authority to apply for the grant; that a resolution, motion
or similar action -has been duly adopted or passed as an official act of the
applicant's governing body, authorizing the filing of the application, includ-
ing all understandings and assurances contained therein, and directing -ind
authorizing the person identified d, the official representative of the appli-
cant to act in connection with the application and to provide such additional
information as may..be required.
2. -Itt will -.comply vii-th -Title V1 of -the Civil,kights Act of 1964 (P.L. 88-352)
and in accordance with Title.VI of that Act; no person in the United States
shall, on the ground of race; color, or national -origin, be excluded from
-participation in, be denied the benefits of, or be otherwise subjected to
discrimination under any program or activity for which the applicant receives
federal financial assistance and will immediately take any measures neces-
sary to effectuate this agreement.
3. It wi11 comply with Title VI of the Civil Rights Act of 1964 (42 USC 2000d)
prohibiting employment discrimination where, (1) the primary purpose of a
grant is to provide employment or, (2) discriminatory employment practices
will result in unequal treatment of persons who are or should be benefiting
from the grant -aided activity.
4. It will comply with requirements of the provisions of the Uniform Relocation
Assistance and Real Properi:y Acquisitions Act of 1970 (P.L. 91-646) which
provides for fair and equitable treatment of persons displaced as a result
of federal and federally ss�sisted programs.
5. It will comply with the provision of the batch Act which limits the poli-
tical activity of employees.
6. It will comply with the minimum wage and maximum hours provisions of the
Federal Fair Labor Standards Act, as they apply to hospital and educational
institution employees of State. and local governments. - i -
7. It will establish safeguards to prohibit employees from using their posi-
tions for a purpose that is or gives the appearance of being motivated by i
.� a desire for private gain for themsel'ns or others, particularly these with
whom they have family, business, or other ties.
8. it will give the grantor agency or the*Comptroller General, through any
authorized representative, the access to and the right to examine all records,
books, papers, or documents related to the grant.
9. It will comply witia all requirements, imposed by the federal grantor agency
concerning special requirements of law, program requirements, and other admi-
nistrative requirements approved in accordant Office of management
and Budget Circular no., 74-7.
Signature of App scant
A-2
PROGRAM CATEGORY 100
ENCINA PUBLIC FACILITIES _AND
LAND USE kfANAGEMSNT PROGRAM '
PHASE I
Issues, Problems and Opportunities:
The City of Carlsbad is part of a 70,000 acre watershed in
north coastal San Diego County. The cities of San Marcos and
Vista and several special purpose districts serving both incor-
porated.and unincorporated areas are also located in this water-
shed. The entire area is-seraed by-the_Encina_� Subregional Waste- "
wateY�Treatment Fatdlity under -the. direction of a joint sewerage
agency involving all jurisdictions providing sewer service. This
area has been projracted,to experience.signif-ican= population
growth during the next 10 years by the State Department of Finance
and the Comprehensive Planning Agency. A major issue to be faced
by local governments will be the provision of public facilities
and related management of land use to accomodate the expected
population increases in a fiscally and environmentally sound
manner. It is anticipated that the extent of cooperative planning
and decisions among local government will have to be increased
and that new tools and techniques will be needed to continue the
quality of life in the Encina area.
GOAL
The primary purpose of this program will be to develop the
information base, analytical tools, and intergovernmental management
capabilities to allow the local governments in the study area to
deal with the issues discussed above. This will be accomplished
by application and testing of public facilities and land use manage-
ment evaluation tools in the City of Carlsbad, and development
of a handbook to allow other local jurisdictions in the watershed
to apply the evaluation techniques. Phase II (not a part: of this
annual program) will involve the implementation: of the evaluation
techniques into the planning and decision processes of the local
governments and tli_ cooperative application of them to -common
public facilities and land use issues in the watershed.
a f \
PROGRAM SUtCATEGORY 101.00
DATA COLLECTION AND FORMATTING
Su, mmarY•
In order to evaluate'land uses, public facil-ities and related
impacts of population increases, information on the existing
supply of and demand for public facilities must be collected and
formatted.
Objective: _
To collect and format the data necessary to support other program ,
subcategories.` _
Work Elements: _
101.01 Collect and format data on the location and extent
of existing population and land uses which require
urban services.
101.02 Collect and formal data an the supply of public
facilities (e.g. sewers, water lines, roads, schools,
fire stations).
101.03 Collect and format lr\cal•policies regarding environmantal
constraints, land uses and standards for the provision
of public services.
101:04 Coordinate data collection with Encina study group,
Antici "ated Prod»cts:
A document containing charts and figures which describe the
existing land uses and public facilities in the Carlsbad area.
PROGRAM'SUBCATEGO] 102.00
EVALUATE EXISTING PUBLIC-'tACILZTIES AND
'LAND USES
5ununary:
The CPO public facilities modeling system has been developed to
assist local governments in• the San Diego Region in evaluating
the public facilities needs ,of growth and development. This
analytical tool will be applied,to the data developed its 101.00.
Objective: _ h
To pvovide-an analytical system for evaluating the effectiveness
of public facilities in serving existing population and for testing
the public facility implications of new developments.
Work. Elements:
102.01 Using the data collected in subcategory 101.00, and
the CPO Public Facilities Modeling System, analyze
the capabilities of the existing Carlsbad public
facilities to serve existing population anx presently
undeveloped arias.
102.02 Coordinate this evaluation with the Encina study group.
Anticipated Products:
A series of maps showing, the relationship between public facilities
service areas, existing populations, and undeveloped land within the
Carlsbad area. A composite map and rating system for all public
facilities considered will -also be developed.
i
PROGRAM'SUBCATEGORY 103&
TEST OF PUBLIC FACILITIES MODBLXNG SYSTEM
ON SPECIFIC LOCAL DEVELOPMENTS
5u"mmarY:
The evaluation capability of the Public Facilities Modeling System
developed in 102.00 must be tested against specific local develop-
ments to determine the extent of its usefullness and suggest modi-
fications or additions for its improvement.
Objective,.
Td test the usefullness of the Public Facilities Modeling System
in the City of Carlsbad, and suggest improvements, if necessary.
Work�lement's: '- �-
103.01 Evaluate the public facilities available to serve
a large scale subdivision and the Agua Hedionda
Lagoon Planning area using the products of sub-
category 102.00.
103.02 Modify environmental and land use policies, standards
and public facilities availability and reevaluate the same
developments as in 103.01 to test the sensitivity of
.the evaluation tool.
103.03 Identify.problems in the applications and suggest
improvements.
103&04 Compare the effectiveness and timeliness of the
computer assisted Public Facilities Modeling System
evaluation of the test cases with manual analysis of
them done prior to this project.
103.05 Coordinate the Tests of the Public Facilities Modeling
System with the Encina Study group.
Anticipated Products:
A report analyzing -the usefulness of the Public Facilities Management
Modeling System in evaluating specific local developments and comparing
it to existing methods of public facilities evaluation.
.� • _PROGRAM SUBCATEGORY 104:'fT0 .
DEVELOPMENT OF 14ANUAL AND PRESENTAT70N
TO LOCAL dENERAL PURPOSE GOVERNMENTS
Summary
The steps required to develop the Public Facilities Modeling System
for the City of Carlsbad, and, -iha City. 's experience in applying
the system to specific test cases needs to be documented in detail
so that other jurisdictions can have a practical guide for using
the systems. The development of this capability by the general
purpose governments in the Encina watershed is seen as a basis
for intergovernmental cooperation in analyzing and managing public
facilities and land use on a subregio,ial`basis.
Objective:
To share the experience of the City of Carlsbad in developing and
applying the Public Facilities Modeling System with other local
governments.
Work Element:
104.01 Produce a "popular summary" report describing, in
simple terms, the need for public facilities analysis,
how it was accomplished in the City of Carlsbad,
and how it can be used by other local governments.
104.02 Produce a technical "how to" manual clearly describing
the steps involved in developing and applying the public
facilities modeling system.
104.03 Coordinate the preparation of the report and manual
with the Encina study group.
104.04 Distribute the documents to interested groups and
individuals and present the results to the legislative
bodies of the local general purpose governments in the
Encina watershed. ,"
Anticipated Products:
A popular summary and technical manual describing the process
involved and results of the study.
WWRIMA
•'PROGRAM SUBCATEGORY 105.00 4
PROGRAM ADMINISTRATION
Summary:
Program Administration will provide accounting, reporting and
coordination functions.
Objective: ;
To support the analytical program work and provide a mechanism
for coordinating it with local and state agencies.
Work Elements
"E:105.01- Organize the Encina-$tudy group to meet and discuss the
study results and future acfion steps as identified in
subcategories 101.00 - 104.00. The Encina study group
is an existing ad -hoc group made up of representatives
of the cities of Carlsbad, Vista, San Marcos, the
County of San Diego, the Encina Joint Sewerage Agency
and the Comprehensive Planning Organization.
105.02 Preparc three progress reports to -the State OPR.
105.03 Prepare completion report to the State OPR.
105.04 Provide local financial administration of the program
as required by the State OPR.
Anticipated Products:
Progresh reports, financial reports and completion report as
required by the State OPR.
ATTACHMENT 3
'CITY OF CARLSBAD
STATEMENT OF CONFORMANCE WITH OVERALL CITY PLANNING PROGRAM
The City of Carlsbad currently is 'invol-ved,in implementing Goals
and Policies of the General Plan. The General Plan is comprised
of some nine elements which address Land Use, Circulation, Housing .
Open Space and Conservation, Public Facilities, Parks and Recreation,
Noise, Geologic Hazards and Seismic Safety, Scenic Highways and
Public Safety.. Each of the Elements in themselves, cannot be im-
plemented without consideration of the others. Therefore, a singl,c
a^.lion which is designed to monitor the development and timely
phasing of Public Facilities wil'1-}have impact on the entire Planning
eKfort.•- _-
,
The City's overall Goal is to ...provide for the development of
Carlsbad as a carefully planned, balanced community that will pro-
vide its citizens with the full range of physical facilities of
human services which will ensure a life of quality for all". In
order to achieve this desired end, the City as Policy is ensuring
that adequate public services and facilities are availalbe to meet
the needs of the existing and the future population of the City.
In so doing the Proposed Public Facility Management Program is
designed to ensure that all' decisions with respect to Public Service
can implement all aspects of the nine element General Plan.
The following programs are currently being used to providr. sound Land
Use Planning and Public Facility ianagement.
1) The City of Carlsbad has ensured compliance with state panning
law which requires adoption,'of a general plan and nine mandated
elements. In addition-tG the nine required Elements, the City
of Carlsbad, in an effort to manage its growth, has also adopted
a Public Facilities Element, and a Parks and Recreation Element.
The Public Facilities Element is intended to insure that all putlic
facilities will be provided concurrent with need so that any gi%cn
application for development will be provided with p6blic facilities
at the time construction and occupancy occurs, As a.product of the
Public Facilities Element, other General Plan Elements, specifically
the Land Use Element, Circulation Element, and the Open Space and
Conservation Element, ,have included language as a matter of policy
that would in fact require the City to develop the following pro-
grams:
a) Capital Improvements Program, plan and budget
b) A Public Facilities Panagement Programs This program would
be a management system for assessing all public facilities
and comparing the availability of facilities to the future
requirements of development.
c)- The requirement that all public service agencies, including
schools, shall provide tt:e City Council with information,
satisfactory to the Council, that public facilities in each
of the servicing,districts r1i11 ¢e provided concurrent with
:need.
2) In addition to the aforementioned public fracilities requirements,
,the Land Use Element of the General Plan,and the Open Space and
Con3ervation Element of the General plan,require the City to develop
the Urban Land Reserve. The Urban Land 'deserve policy contained
in the Land Use Element would designate areas in the Carlsbad
planning area which 4rould in the opinion of the City Council, not
be developed for a period of time. The,developmental time frame is
dependent on the,known capability of the City, to provide cap;tol
facilities in the Capital Improvement Program five year, ten year,
or fifteen year time periods. It is also intended to -indicate
when budgeting and other fund sources, including public and private
monies, will brcame,available for the expansion of public facilities
to.meet urban needs. - Y -
Land Use Element discussions also require the City to
coordinate and integrate the Urban Land Reserve system
with an ongoing capital improvements program, previously
outlined.
3) The City of Carlsbad has recently adopted a number of
operative ordinances which will ensure the City's managed
growth; among the operative ordinances currently being
implemented by she City of Carlsbad are:
a) The newly adopted Subdivision Ordinance.
b) The Planned Community Ordinance which requires staged develop-
ment that respects time, a master development plan, specific
plans and at the appropriate time, tentative subdivision maps.
4) The City is currently reviewing the proposed Capital Improvement
Program with the City Council and it is anticipated that the Council
will act on the program by January 1976. The City in addition re-
quires the offer of dedication and commitment to improvement from
the developer for those projects where public improvements and
facilities may be lacking. 1
I
ANNUAL WORK PROGRAM! SCHEDULE
Nane of Applicant City of Carlsbad Project Encina Public Facilities and Fiscal Year:
Title:Land Use Management Program Pha e I 1975-77
rogram Subcategory
.(Reference No. L Title) JULY AUG SEPT OCT NOV DEC JAN FEB hfARCH APR PLAY JUTE
i01 Data Collection
and rormatting
102 Evaluate Existing .
Public Facilities
and Land Uses
103 Test of Public
Facilities Model- -t
ing System. on
Spedi£ic Local
Developments
04 Development of
Manual and Presen-
tation to Local
General Purpose ,
Governments
05 Program Adm;nis-
tration
. "I • I I • I `
.o_
141LESTOr;E DESCRIPTION
Subcategory
Milestone
Due
Description
Now Milestone Accomplishment .
_
Nuiber
Date
Will Be-heasureo
101.00
1
10/76
1 - Report - charts and
1 - report issued
graphs of existing public
facilities and land use
data.
102.00
2 *
1/77
2 - Maps showing- relationship
2 -.Nags' issued '
oP :existisng public facile
ties, existing population
and undeveloped areas,
163.00
3 *
2/77"
3 - Report analyzing usefu,ll-
3 - report issued
ness of public facilities
modeling system.
104.00
4 *
4/77
4 - Popular summary
4 - reports issued
technical, manual
105.00
5
.6/77
5 - completion report
5 - report issued ,
*Progres§ Joports
4
Y
7`i
1
ANNUAL VDRK PROGRAM SUMMARY AND PAYIIEN*r SCIlE'JULE
NA14E OF JURISDICTION: City of Carlsbad`
PROJECT TITLE:
Encina Public Facilities and Land Use Management Ph,2e T Pro�tiram
DATE: 6-25-76 _
ANNUAL 'WORK PROGRAM SUMMARY
PAYMENT SCHEDULE
PROGRAM SUECATBGORY (Reference No, and Title)
Estimated
Allowable
Cost
Payment
t>xeZiminazy�
{Preliminar
" .
101.00 FData-Collection and Formatting ;-
91000
6,000
102.00., Evaluate E-isting public Facilities
9,000
6100
and Land Uses
103.00 Test of Public Facilities Modeling
4,500
2,000
System on Specific Local Developments
104.00 Development of Manual and Presentation
10,000
8,000
to Local General Purpose Governments
105.00 Program Administration
5,000
3,000
TOTAL T,STIHATED,COSx
$ 37,500
TOTAL. ALLOWABLE PAYMENT (Equals Gcant Aunrd)
$ 25 000
1 RESOLUTION NO. 3953
2 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD; CALIFORNIX; IE,QUESTING PLANNING
3 ASSISTANCE, AUThORIZING�USF. OF CITY RESOURCES
AND AUTHORIZING SIGNATURE ON BEHALF OF THE CITY.
5 WHEREAS, the City of Carlsbad recognizing the problems
6 and issues identified in the -attached Application for
I Comprehensive Planning Assistance desires to provide for a
8 ,planning study conttibuting_t(S improved executive planning,
'9 decision -making, and management capability; to the encourage-
W ment of community planning and management as a continuous
11 process; and to the solution of problems, realization of
12 opportunites and the formulation, and implementation of
13 policies related to community development and growth; and
14 WHEREAS, the City of Carlsbad has developed an Overall
15 Program Design and recommended the development of an organi-
16 zational structure as outlined in the attached Application
17 to deal with these development problems and issues and, thu
18 California State Office of Planning and Research, under
19 authority of the Government Code of the State of California
20 (Section 34200) may provide planning,assistance for such a
21 program and receive financial assistance from the U.S.
22 Department of Housing and Urban Deve,4opment, as authorized
23 by Section 701 of the Housing Act of 1954, as amended;
24 NOW, THEREFORE, BE IT RESOLVED, that the City Council
25 of the City of Carlsbad hereby requests the Office of Planning
26 and Research to provide planning assistance under authority
27 of the Government Code of the State of California, with such
28 financial assistance as may be provided by the U.S. Department ,�`,,
+ I of Housing and Urban Development; under authority of toction
2 701 of the :sousing, Act: of 1954, as amended. , Such planhIng
'5 ,assistance is more particularly described'in a project descrip-
4 tion that is attached hereto and made a part of this resolution
5 as if fully set forth herein.
6 BE IT Fi1RTHER RESOLVED,,that the City_ Council of the
7 ,City of Carlsbad subject to approval of such planning assistance
8 'by the State and Federal authorities, hereby authorizes the use
9 of personnel of the City of Carlsbad for services and/or other
-110 expenditures of funds toward the accomplishment of this project
11 which will have a net estimated cost to the City of Carlsbad
12 of $3.2,500.
13 BE IT FURTHER RESOLVED, TOO, that the City Manager of the
14: City of Carlsbad be, and he is hereby, authorized and empowered
15 to execute in the name of the City of Carlsbad all necessary
16 applications, contracts, and agreements and amendments hereto
17�,to implement and carry out the purposes specified in this
18lresolution.
19 PASSED, APPROVED AND ADOPTED at a regular meeting of the
20 City Council of the City of Carlsbad, Californi4, held the 6th
21 day of July, 1976, by the following vote, to wit:
22 AYES: Councilmen Frazee, Lewis, Packard, Skotnicki and
23 NOES': None Councilwoman Casler
24 ABSENT: None
25
26
27 ATTEST: //�� 28 /'o /1l%
MazigafAt E. Adams, 'City Clerk
C4il-Zdo
Robert-C. Frazee, r yor
- ■
(seal
GKIff AGREBUff
GRANTEE; g171 OF CARLSBAD
PROJECT
TITLE• •ENCINA PUBLIC FACILITIES AND LAND USE MANAGEMENT
CPA GRANT AMOUNT: s25,000
NUMBER: 1008.123
GRANT -
LOCA!! SHARE: S12,5o0
PERIOD: aITLY 1, 1976 through JUNE 30, 1977 TOTAL COST:—S37,500
This will_,provide you with official notificatiog-of your grant award under the
Co&ehensive Planning,Assistance (761) Grant program., In accepting this grant
agreement you bind yourself to certain grant conditions as set forth below:
I. That the final application, submitted by the abov named Grantee to the
State of California acting by and through the Office of Planning and
Research (OPR), be made apart of this agreement as though it were
attached hereto. This includes, but is not limited to, the following:
A. The resolution adopted by the legislative or policy body of
the Grantee.
B. The final application form.
C. The Overall Program Design or Overall Work Program.
D. The Annual Work, Program including the Tabular Summwry and
Payment Schedule and the Annual Work Program Schedule.
E. Statements of Coordination.
F. Statement of Assurances.
G. Documentation of legal authorities (if required). '
H. Map of project area.
II. That the Grantee will obtain prior written approval from the Office of
Planning and Research of,any changes in the -Annual Work Program or
Budget before implementing such changes.
III. That the Grantee will administer the grant in accordance with OPR
instructions contained in "Handbook I1, Comprehensive Planning Assis-
tance Grants --Final Application Procedures/Grant Management", and
Section 701 of the Housing 'Act of 1954, as amended.
Signed this 21st day of July ne
California.
Sta of C i r Acceptedf f e grantee:
Signature
Name: Paul D. Bussey
Michael L. Fischer, AIP please print or type
Deputy Director
Office of Planning and Research Titlecc-i�tyanaaer.
Funding. 0,cuia{ ,pcl;qnil ¢ccot4>:t
B-1
i I liar 41 + r041i
PROGRAM CATEGORY 100
ENCINA PUBLIC FACILITIES AND
LAND USE MANAGEMENT PROGRAM
PHASE I
Issues, Problems and opportunities:
The City of Carlsbad is part of a 70,000 acre watershed in
north coastal San Diego County. The cities of San Marcos and
Vista and several special purpose districts serving both incor-
porated and unincorporated areas are also located in this water-
shed. The entire area is served by the.-Encina Subregional tIaste-
water Treatment -Facility •under the direction of a joint sewerage
agehcy involving all jurisdi& ions provicifng sewer service. This
area has been projected -to experience significant population
gro;tth during the next 10 years by the State Department of Finance
and the Comprehensive Planning Agency. A major issue to be faced
by local governments will be the provision of public facilities
and related management of land use to accomodate the expected
population increases in a fiscally and environmentally sound
manner. It is anticipated that the extent of cooperative planning
and decisions among local government will have to be increased
and that new tools and techniques will be needed to continue the
quality of life im the Encina area.
GOAL
The primary purpose of this program will be to develop the
information base, analytical tools, and intergovernmental management
capabilities to allow the local governments in the study area to
deal with the issues discussed above. This will be accomplishea
by application and testing of public facilities and land use manage-
ment evaluation tools in the City of Carlsbad, and development
of a handbook to allow other local jurisdictions in the watershed
to apply the evaluation techniques. Phase II (not a part or this
annual program) will involve the implementation of the evaluation
techniques into the planning and decision processes of the local
governments and the cooperative application of them to common
public facilities and land use issues=in.the watershed.
PROGRAM SUBCATEGORY 101.00
DATA COLLECTION AND FORMATTING
Summary' .
R In order to evaluate land uses, public facilities and related
impacts of population increases, information on the existing
supply of and demand for public facilities must be collec#.-d. and
formatted.
Objective:
To collect and format the -data necessary_ -to support other program
subcategories.
Work Elements•
�101.01 Collect and format data on the location and extent
of existing population and 'land uses which require
urban -services.
101:02 Collect and format data on the supply of public
facilities (e.g. sewers, water lines, roads, schools,
fire stations).
101.03 Collect and format local policies regarding environmental
constraints, land uses and standards for the provision
of public services.
101.04 Coordinate data collection with Encina study group.
Anticipated Products: .
A document containing charts and figures which describe the
existing land uses and public facilities in the Carlsbad area.
Estimated Cost and Manpower:
HanlKonths Cost
Staff 3'1/2 ! $7,000
Other Public Agency
Consultants 1 2,000
TOTAL 4 I /p $9,000
Source of Funds: '
Non -Federal $3,000
701 Federal 6,000
Other Federal
TOTAL 91000
PROGRAM SUBCATEGORY 102.00
^••VALUATE EXISTING PUBLIC FACILITIES AND
r LAND USES
Summary: .
The CPO public facilities modeling system has been developed to
assist local governments in the San Diego Region in evaluating
the public facilities needs of growth and development. This
analytical tool will be applied to the data developed in_101.00.
Objective:
To"p_,kovide.an analytical system for evaluating the effectiveness
of public facilities in serving existing population and for testing
the public facility implications of new developments.
Work Elements:
102.01 Using the data collected in subcategory 101.00, and
the CPO Public Facilities Modeling System, analyze
the capabilities of the existing Carlsbad public
facilities-te serve existing population and presently
undeveloped areas.
102.02 Coordinate this evaluation with the Encina study group.
Anticipated Products:
A series of maps showing the relationship between public facilities
service areas, existing populations, and undeveloped land within the
Carlsbad area. A composite map and rating system for all public
facilities considered will also be developed.
Estimated Cost and Manpower:
Staff
Other Public Agency
Consultants
Source of Funds:
Non -Federal
701 Federal
Other Federal
Man Months
2
1 1/2
TOTAL 3 1/2
TOTAL
Cost_
$5,000
4,000
$3,000
6,000
9,000
PROGRAM SUBCATEGORY 103.00
TEST OF PUBLIC FACILITIES MODELING SYSTEM
ON SPECIFIC LOCAL DEVELOPMENTS
Summary
The evaluation capability of the Public Facilities Modeling System
developed -in 102.00 must be tested against specific local develop-
ments to determine the extent of its usefullness and suggest modi-
fications or additions for its improvement.
Objective:
To test the usefullness of the Public Facilities Modeling System
in the City of Carlsbad, and suggest"improvements, if necessary.
Work Elements:
"103.01 Evaluate the public facilities; available to serve
a large scale subdivision and the Aqua Hedionda
Lagoon Planning area using the products of sub-
category 102.00.
103:02 Modify environmental and land use policies, standards
and public facilities availability and reevaluate the same
developments as in 103.01 to test the sensitivity of
the evaluation tool.
103.03 Identify problem,9 in the applications and suggest
improvements.
103.04 Conpare the effectiveness and timeliness of the
computer assisted Public Facilities Modeling System
evaluation of the test cases with manual analysis of
them done prior to this project.
103.05 Coordinate the Tests of the Public Facilities Modeling
System with the Encina Study -group.
Anticipated Products:
A report analyzing the usefulness of the Public Facilities Management
Modeling System in evaluating specific local developments and comparing
it to existing methods of public facilities evaluation.
Estimated Cost and Manpower:
Man/Months Cost
Staff 1/2 $1,500
Other -Public Agency
Consultant 1 3,000
1
U2 ,50
V V 4
Snurce of Funds -
Non —Federal
701 Federal
Other Federal
TOTAL.
u
Man Months
Cost
$2,500
2,000
4,500
PROGRAM SUBCATEGORY 104.00
DEVELOPMENT OF MANUAL AND PRESENTATION
TO.LOCAL GENERAL PURPOSE GOVERNMENTS
Summary
The steps required to develop the Public Facilities Modeling System
for the City of Carlsbad, and the city's experience in applying
the system to specific test cases needs to be documented in detail
so that other jurisdictions can have a practical guide for using
the systems, The development of this capability by the .general
purpose governments in the Encina watershed is seen as zc basis
for intergovernmental cooperation in analyzing and managing public
facilities and land use on a subregional basis.
C : &ctivet _
To phare the experience of the City of Carlsbad in developing and
applying the Public-racilities Modeling System with other local
governments.
Work Element:
,
104.01 Produce a "popular summary" report describing, in
simple terms, the need for public ;Facilities analysis,
how it was accomplished in the City of Carlsbad,
and how it can be used by other local governments.
104.02 Produce a technical "how to" manual clearly describing
the steps involved in developing and applying the public
facilities modeling system.
104.03 Coordinate the preparation Of the report and manual
with the Encina study group.
104.04 Distribute the documents to Interested groups and
individuals and present the results to the legislative
bodies of the local general purpose governments in the
Encina watershed.
Anticipated Products:
popular summary and technical manual describing the process
involved and results of the study.
Estimated Cost and Manpower:
Plan Months Cost
Staff 1 1/2 $ 3,000
Other Public Agency
Consultant 2 7s000
3 1/2 $TO:ODU
Source of Funds:
Non -Federal
701 Federal
Other Federal
TOTAL
Man/Months Cost
a2,00d
8,000
5 0�','00'
PROGRAM SUBCATEGORY 105.60
PROGRAM ADMINISTRATION
Summary:
Program Administration will provide aec'aunting, reporting and
coordination functions.
2jbective•
Te aupport the analyticAl program work and provide a mechanism
for coordinating it with local and state agencies.
Work Elements:
t 105:01 Organize the Encina Study group to meet and discuss the
study results and future action steps as identified in
subcategories 101.00 - 104.00. The Encina study group
is an existing ad -hoc group made up of representatives
of the cities of Carlsbad, Vista, San Marcos, the
County of San Diego, the Encina Joint, Sewerage Agency
and the Comprehensive Planning Organization.
105.02 Prepare three progress reports to the State OPR.
105.63 Prepare completion report to the State OPR.
105.04 Provide local financial administration of the program
as required by the State OPR.
Anticipated Products:
Progxess reports, financial reports and completion report as
required by the State-OPR.
Estir-ted Cost and Manpower:
Man/Months Cost
Staff 1 1/2 $3,500
Other Public Agency
Consultant 1/2 1L500
2 $5,000
Source of lands:
Non -Federal $2,000
701 Federal 3,000
Other Federal
TOTAL ,000
rr.n n -n ;n n
�.
' t4ILESiQ?IE DESCRIPTIQN
i
Subcategory Milestone Due Description - Now Milestone Accomplishment -
Number Date Will Be Measured
101.00 1 10/76 1 - Report - charts and 1 - report issued
graphs of existing public
facilities and land use
data. V
102.00 2 * 1/77 2 - Maps showing relationship-
- Maps 9ssued
of existing public k'a ili
t -ties, existing popufation
and undeveloped areas.
103.00 3 * 2/77 3 - Report analyzing u§efull- 3 - report Xssued
nest of public facilities
mode,,'ng system.
104.00 4 * 4/77 4 - Popular vummary 4 - reports issued
technical.manual
l
105.00 5 6/77 5 - completion report 5 - report issued
1
*Progress Reports
W,
�.
' t4ILESiQ?IE DESCRIPTIQN
i
Subcategory Milestone Due Description - Now Milestone Accomplishment -
Number Date Will Be Measured
101.00 1 10/76 1 - Report - charts and 1 - report issued
graphs of existing public
facilities and land use
data. V
102.00 2 * 1/77 2 - Maps showing relationship-
- Maps 9ssued
of existing public k'a ili
t -ties, existing popufation
and undeveloped areas.
103.00 3 * 2/77 3 - Report analyzing u§efull- 3 - report Xssued
nest of public facilities
mode,,'ng system.
104.00 4 * 4/77 4 - Popular vummary 4 - reports issued
technical.manual
l
105.00 5 6/77 5 - completion report 5 - report issued
1
*Progress Reports
W,
ANNUAL WORK PROGRAM SCHEDULE � 4 �
Name of Apolicaat Project Encina Public Facilities anti
City of Carlsbad Title:Land bse Management Program Pha
Fiscal Year:
P. T r06-77
rograr,�S u category
(Reference No. & Title)
JULY
AUG
SEPT
OCT
NOV
DEC
JAN
FEG
MARCH
APR
MAY IJUNE
101 Data Collection
and Formatting
102 Evaluate Existing
Public Facilities
and Land Uses
103 Test of Public
4E
Facilities Model-
ing System on
Specific Local
Developments
04 Development of
Manual and PresenI
tation to Local
General Purpose
Governments
05 Program Adminis-
tration
- --
,l
.. Poyl,k,°nt St wdute Corm
ANNUAL WORK PROGRAM SUMMARY AND PAYMENT SCHEDULE
NAME OF JURISDICTION: City of Carlsbad
PROJECT TITLE:
Encina Public 'r'ar4,1.:ties and Land Use ManaaemenY PLse I Program
DATE: 6-25-76
ANNUAL WORK PRO^jRAM SUMMARY
PAYMENT SCHEDULE
`1 '
PROGRAM SUBCATEGORY (Reference No. and Title)
Estimated
Allowable
y
Cost
i�Payment
- �_ �
1?re-'liinin4ry
j>?reZiminar
_
101.00 t Data -Collection and Formatting -
9,000
6,000
,102. OQ, Evaluate Existing Publ:ic ,F'acilit ,es
9,000
6,000
and Lana Uses
103.00 Test of Public Facilities, odeling
4,500
2,000
System on Specific Local'Developments,
104.00 Development of Manual andpresentation
10,000
81000
to Local General Purpose Uovernments
105.00 Program Administration
5,000
3,000
L
TOTAL �STIMATEC COST
$ z7,500
TOTAL ALLOWABLE PAYMFNT (•ldaals Grant
Award)
$ 251000
3 --
°ATTACHMENT 9
Statement A's To Progress Toward
"Meeting HUD Housing And
Land' Use Requirements
The City of,Carlsbad has adopted land use, housing, ana open
space and conservation elements and a Carlsbad Environmental
Protection Ordinance as required by California State Law. In
each case, Citizen Participation was an integral part of each
elements preparation and adoption. When compared with_the "N"'
Federal guidelines (HUD) for land use,,, housing and environment,
the City's documents are consistar,t. The fol.lowirig dates reflect
effective dates of each document.
t ~band Use adopted October 16, 1974
Housing adopted January G, 1970
Open Space and Conservation December 29, 1974
Carlsbad Environmental
Protection Ordinance April 18, 1973
This statement will.attempt to describe, point -by -point, how
these various City Policy and Legislative documents relate
to HUD requirements.
REQUIRED HOUSING ELEMENT
IiUD Requirement
Take into account all available evidence of the assumptions
and statistical bases upon which the projection of zoning,
community facilities and' population growth is based;
City's Policy
The City's Housing Element was based on extensive housing and
socio-economic data obtained through the 1969 Special Census.
An update of the Housing Element is anticipated as soon as
complete data from the April 1975 Special Census is made avail-
able by the C)unty.
HUD Requirement
Provide for the elimination of the effects of discrimination in
housing based on race, color, religion, sex or national origin
and provide safeguards for the future;
City's Policy
The.City's Housing'Blement's goal is that all residenLs of Carlsbad
shall have access to adcquate housing within a price range they
can afford. The City has endorsed a Fair Housing policy in all of
its stabsidi,zed housing programs.
HUD Requirement
Take into account thrj need to preserve existing housing,and
neighborhoods throurtli such measures as housing preservation,
rehabilitation, chaiuJes in tax policies and building codes,
improvements in housing management and maintenance, and the
-provision of adequal,q municipal services.
City 'Policy"
A code enforcement_program initiated as a result o-f the City's
Housing Element han isucdeeded in substantially upgrading dete-
riorating_.neighborhot)ds. Community Vride -and citizen involve-
-ment have played a l.,xge role in improving neighborhood quality.
t is the City's polciy that in order,to prevent future deterio-
ration and maintain neighborhood quality, a high level of municipal
services shall be provided to all neighborhoods. From the data
provided in the 197','Special Census, it is apparent that declining
trends have been spr„itaneously reversing as a result of community
pride and healthy noighborhood economics.
HUD Requirement
Develop and carry ouL policies,.,procedures and mechanisms
necessary for coordinating local, ;reawide and State housing
policies with funr-Vional planning anJ capital inves"Ment
strategies, when.av;,J.lable.
City Policy
Housing, planning and capital investment strategies have been
coordinated to the greatest extent possible with regional, state
and federal agencien. The City has an active Housing Assistance
Office which works closely with HUD in administering existing
housing.assistance Programs. In adaition, the City has endorsed
the efforts of the Comprehensive Planning Organization to establish
region -wide housing goals and policies. The City has relied Yeavily-
on both CPO and the County for technical assistance .and guidance
in seeking funds under the Housing and Community Development Act.
State guidance has Played an important role in previous 701 programs.
-2-
Land Use
In keeping with`the Federal and State Government's requirements
to integrate local land use policies, the City of Carlsbad has
set the following policies and programs to provide a comprehensive
data base for use by administration, citizens, and legislators.
1. IIUD Land Use.requirement:
Long, and short term policies and plans with respect to
the phyalical development of the large ciiy, urban county
or locality, considering the social, economic a-nd envi-
ronmental impacts;
la. City Land Use Poli�ci.es:
A. Develop and retain open space in all: categories of land
B. Encourage the types of conanercial and industrial
activities which will supply the City with a broad economic
base, provide for the social need and reflect all en%iron-
mental constraints.
C. Implementation of this element'shall consider the social,
economic and physical impacts on the Community.
D. Specific Plans will be utilized to implement the intent
of this Element in regard to Urban Land Reserves, Non -
Residential Reserves and Special Treatment Areas.
2. Hud Land Use'requirement:
Studies, criteria,. standards and implementing procedures
necessary for effectively guiding and controlling major
decisions as to where growth shall and shall not take
place;
2a, City Land Use Policies:
Develop programs which would correlate rate'of growth
with service capabilities of the City, including a
Public Facilities management program. '-
3. IIUD Land Use requirement:. -
The pattern, intensity and timing of land use for
residential, commercial, industrial and other uses; and
3a, City Land Use Policies:
A. Permit the development of land only after adequate provision
for services such as transportation, water, sewerage, utili-
ties and public facilities:
B. Arrange land •uses so that they preserve community identity
and are orderly, functionally efficient, healthful, convenient
to the public and aesthetically pleasing.
-3-
C. Discourage strip commercial development.
D. Yocate major commercial and industrial centers in areas
which are easily accessible to major transportation
facilities,.
E. Encourage planned industrial parks as the preferred method
of accommodating industrial uses.
4. HUD Land Use requirement:
Policies, procedures and mechanisms necessary for co-
ordination of Land use planning with cotwitunity develop-
mant.strategies; capital.impzovemerit proga.oms; transpor-
tation;- open space;- public' dtil.ities and facilities plan-
ning; and state and area wide land use plans.
4ae. City Land Use Polcies:
A. The City shall develop a timely capital improvements
program to insure logical and timely provision of
Capital Faci.lities.•
B. The City shall develop a Specific Area.Plan for special
treatment (critical-) areas within the City's planning
area. Special treatment shall include at least: down-
towp revitalization, coast and. lagoon planning, airport
and adjacent land use.
C. The City shall develop a Public Facilities Management
Program to insure that necessary Public Facilities
including schools, can be provided concurrent with need.
-4-