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HomeMy WebLinkAbout1980-02-19; City Council; 6179; Report to Council on 1st Phase of Growth MgtCITY OF CARLSBAD INITIAL 'AGENDA BILL DATE: DEPARTMENT: NO. if I February Planning 77 19, 1980 Dept Cty. Cty. . Hd. Atty. Mgr. < /f)f\J\)f=# ^*— SUBJECT: REPORT TO COUNCIL ON FIRST PHASE OF GROWTH MANAGEMENT' PROCEDURE STATEMENT OF THE MATTER' On January 8, 1980 the Council initiated staff work on the first step in the development of a growth management program. The attached report includes the first products for this program. The report provides information which will be .forwarded to a consultant as a basis for analysis. It also requests direction from Council regarding identification of "adequate" public services and service levels. This infor- mation will also be supplied to the consultant as direction . for the public service study. As part of the report staff also requests Council to allow distribution of request for proposals to specific qualified consultants and subsequent recommendation. :. EXHIBITS Staff Report; First Phase: Growth Management Procedure RECOMMENDATION Staff recommends Council take the following actions: 1. Identify "adequate" public services as recommended in the attached staff report. 2. Determine public service levels as recommended in the attached staff report. 3. Direct staff to send out request for proposals to those qualified consultants identified by staff and return with a recommendation. City Manager's Note: Due to the heavy agenda and lengthy report on this item, it is suggested that Council set a workshop session between February 26 and February 29 for discussion of the item. Council Action: 2-19-80 Council continued the matter to the meeting of February 20, 1980. 2-20-80 Council accepted staff recommended Council decisions, including under Recommended Services,general government facilities. SUMMARY OF REQUESTED COUNCIL DECISIONS Determination of "Adequate" Public Services Staff recommends the following services for analyzation by consultant: RECOMMENDED SERVICES Water Sewer Police Protection Fire Protection Street (Circulation) Drainage Schools Parks and Recreation Library Determination of Public Service Levels Staff recommends that the Council recognize the following service levels to be forwarded to the consultant: RECOMMENDED SERVICES Water Adequate Sewer Adequate (present demand) Police Protection Adequate but not optimal Fire Protection Adequate but not optimal Street (Circulation) Adequate Drainage Adequate (study in process) Schools Varies with district Parks and Recreation No commitment Library Adequate but not optimal Permission to Staff to begin Consultant Selection Process Staff sent out "Request for Qualifications" to fifteen con- sulting firms. Staff received seven responses, five of which staff is recommending to send "Request for Proposals". Staff requests Council to authorize the transmittal of the "Request for Proposal" and direct staff to return with recommendations on the selection of a consultant on March 24, 1980. STAFF REPORT DATE: February 19, 1980 TO: City Council Members FROM: Planning Department SUBJECT: PHASE ONE: GROWTH MANAGEMENT PROCEDURE I. Introduction On January 8, 1980 the City Council acted to initiate work on a growth management procedure (see attached outline). The adopted procedure calls out specific tasks to be performed in order to provide policy guidance and base information to a consultant. The consultant will perform an analysis of various services and related demand and provide a system by which those services can be equitably allocated. The format in this report is divided into three sections. The first section deals with information. The last two sections ask for decisions from the City Council on public services and consultant duties and selection. The decisions necessary to allow the next step of the adopted growth management procedure are the following: 1. Determination of "adequate" public services 2. Determination of public service levels 3. Permission to staff to begin consultant selection process Attachments to Introduction 1. Outline of Growth Management Procedure 2. Growth Management Definition, Goal, Objectives GROWTH MANAGEMENT PROCEDURE I. DEMAND A. General Plan Growth Potential 1. Calculate Maximum dwelling units and population (residential). 2. Calculate square foot industrial potential (plus existing). 3. Calculate square foot commercial potential (plus existing). B. Identify Minimum Public Services/Facilities 1. Examine public facilities fee. 2. Research other communities. 3. Examine capital improvement program. 4. Examine City Public Facilities Element of G.P. 5. Establish minimum or adequate public services. a. Research existing levels. b. Determine adequate levels (by Council) C. Identify Constraints 1. Establish status of constraints (external) 2. Identify applicable City constraints. 3. Check with special districts for possible constraints. 4. Examine effects of constraints on development potential. II. AVAILABILITY OF MINIMUM PUBLIC SERVICES A. Analyze each identified service 1. Determine demand-service availability 2. Analyze identified special district constraints 3. Establish minimum service levels. 4. Delineate service areas for each identified facility, B. Standardize Respective Public Facility Thresholds 1. Review minimum service levels (IBS) 2. Translate data in "A" into standard formula. 3. Provide system for anticipation of adequate public facilities. a. Include flexibility to accommodate changes in land use. b. Provide graphic and procedural basis for system. 4. Analyze/evaluate City's Public Facilities Management System for its applicability in future. III. GROWTH MANAGEMENT IMPLEMENTATION A. Council review and adopt growth strategy based on established goals. B. Manually apply system in "II.B" at discretionary stage (to determine what, where, when). C. Allow for modifications to system. 1. Possible addition of forecasting 2. Possible computerization IV. FEEDBACK A. Master EIR B. Changes in Council Policy C. Changes in General Plan D. Other Changes E. Periodic review and update CITY COUNCIL WORKSHOP DEFINITION: GROWTH MANAGEMENT GROWTH MANAGEMENT is A PROCESS BY WITH THE CITY DETERMINES THE AMOUNT (WHAT), LOCATION (WHERE) AND RATE (WHEN) OF GROWTH TO MATCH LOCAL GOVERNMENT'S ABILITY TO PROVIDE ADEQUATE PUBLIC FACILITIES AND SERVICES, THIS PROCESS INDIRECTLY AFFECTS ENVIRON- MENTAL QUALITY AND COMMUNITY IDENTITY AND CHARACTER, GOAL: ULTIMATEOBJECTIVE: TTERIM"JECTIVE: PROVIDE CARLSBAD'S RESIDENTS WITH THE FULL RANGE OF PHYSICAL FACILITIES AND HUMAN SERVICES THAT WILL ENSURE A LIFE OF QUALITY FOR ALL, (TLc* <i& a pa.ua.- phna&e. ofi the. ove.fiaii goal Atate.me.nt o& the. CailAbad Ge.ne.nai Plan. ) GUIDE THE: PHYSICAL. DEVELOPMENT OF THE .ClTY SO THAT GROWTH OCCURS IN AN ORDERLY, FUNCTIONAL AND COMPAT- IBLE MANNER WHICH ASSURES THAT ADEQUATE PUBLIC FACILITIES AND SERVICES ARE AVAILABLE TO MEET THE NEEDS OF THE EXISTING AND FUTURE POPULATION OF THE ClTY, (TktA JL& a. pafiaphftaAe. ofi the. ove,iaii goal Atate.me.ntA ^OH the. Land Lite. Ele.me.nt and Public. fac.tltt-ie.-f, Eie.me.nt o& the. CaniAbad Ge.ne.nai Pian.} IMPLEMENT AN IMMEDIATE PROCESS BY WHICH TO ACHIEVE THE ULTIMATE GOAL AND OBJECTIVE, SECTION I II. Information for Use by Consultant A. General Growth Potential The following general growth potential projections have been obtained from the analysis A Public Facilities Fee for the City of Carlsbad (PFF) and the Land Use Element of the General Plan. 1. Maximum Population The PFF identified a projected population of 150,753, to 261,760 with a mid-range figure of 193,819. For the purpose of the PFF analysis 200,000 was chosen as the projected ultimate population. Maximum Population = 200,000 2. Maximum Dwelling Units Single Family Units = 29,000 Multiple Family Units = 48,000 Mobile Home Units = 1,000 Maximum Dwelling Units = 78,000 3. Maximum Square Foot Industrial Potential (plus existing) Industrial Ultimate Acreage = 2,846 Existing Acreage = 500 *Estimated Percentage in Building = .25 Building Acreage = 125 Existing Building Square Footage = 5,445,000 Future Acreage = 2,346 (2846-500) Percentage in Building = .25 Building Acreage = 586.5 Building Square Footage = 25,547,940 -2- •"I Maximum Square Foot Industrial Potential = Existing building square footage and future building square footage = 5,445,000 + 25,547,940 = 30,992,946 4. Maximum Square Foot Commercial Potential (plus existing) Commercial Ultimate acreage = 1,044 Existing acreage = 390 *Estimated percentage in building = .25 Existing building acreage = 97.5 Existing building square footage = 4,247,100 Future acreage = 654 Estimated percentage in building = .25 Future building acreage = 163.5 Future building square footage = 7,122,060 Maximum Square Footage Commercial Potential = Existing building square footage and future building square footage = 4,247,100 + 7,122,060 = 11,369,150 B. Constraints on Growth 1. External Constrants: a. LAFCO Agriculture Policy: The policy generally states that before any annexation to the City can be approved, the City must have an agriculture protection policy - Growth Management Plan satisfactory *The .25 figure utilized for estimated percentage in building was obtained from the P.F.F. analysis which estimated that 25% of the commercial and industrial acreage would be covered by buildings. -3- to LAFCO. Because the City does not currently have these programs, there will be a direct effect on annexations. b. Local Coastal Program (LCP) Due to the additional layer of permit and planning requiements mandated by the Coastal Act, a substantial decrease in major develop- ment has occurred within the coastal zone (approximately ^ of the City's sphere of influence). Staff feels that this will be the case until at least January of 1981. The policies of the Coastal Act which must be addressed and implemented through the LCP may have a growth limiting affect on these portions of the City located within the coastal zone. c. Population Forecasts Although these statistics have been identified as informational guidelines, in staff's opinion, they tend to be used as quotas. When used as quotas by various agencies, these projections have the affect of limiting and directing growth in the community. d. County Annexation Policy The County's current annexation policy includes a property tax exchange policy. (Board Policy No. B45). Under the County's property tax exchange policy, the annexing city would maintain its existing property tax entitlements from the annexed property and 13% of the County's current property tax entitlement. The county would receive the remainder of its current property tax entitlement. The city would also receive revenues from special districts. Because the city will receive only a portion of the revenues from the annexed property, there may be direct effect on the city annexation policy. e. San Diego Gas & Electric San Diego Gas & Electric is legally required to provide service hookups for new development. However, in a letter from the President of San Diego Gas & Electric recently published in local newspapers, it was emphasized that San Diego Gas & Electric may not in the future be able to provide service for future hookups. San Diego Gas & Electric potential inability to provide service for future develop- ment is based on existing generator capacities. 2. Special District Constraints a. Sewer Availability This factor is the most readily apparent constraint because of the current lack of sewer capacity. There has been and will continue to be a direct impact on community development. b. Water Availability Representatives of the three water districts which provide service for the Carlsbad sphere of influence have indicated that there are no apparent short term constraints on water availability. However, the water district representatives did identify two potential long term constraints on water availability. First, Southern California loss of 550,000 acre ft. of water a year to Arizona from the Colorado River aquaduct xvill begin in 1985. Second, the outcome of legislative action on Senate Bill No. 200 (periferal canal bill) which, if passed, would provide additional water to Southern California. c. School Availability The passage of Proposition 13 substantially impacted the school district ability to obtain funds for new facility construction. The impact of Proposition 13 along with the past reluctance of the populice to vote in favor of school bond issues have a direct impact on the ability of school district to meet future demands. The potential passage of the Gann Initiative and Jarvis II may also impact the school districts ability to meet future demands. 3. City Constraints a. Availability ofCity Service Public Facilities Adequate public facilities to serve additional population demands has become a major issue, especially in outlying population centers. The ability of the City to provide adequate public facilities will directly impact future growth. b. Areas within Master Plans/Specific Plans There are large areas in the community in which land use will be directed through -5- master plans and specific plans, with the exception of the Calavera Hills Master Plan, generally no development can occur in these planning areas until their plans are updated. In the Calavera case, the plan recognizes growth management (although a specific approach is not presented) as a possible guide in its development. c. Administration Two identifiable constraints on the efficient administration of existing as well as future growth demands are limitations in staff and space (building floor area for each department). d. Legal and Physical Constraints The legal constraint, zoning law, dictates landuse, development standards, and densities. Physical constraints, such as steep slopes, wetlands etc., also impact development potential e. Agriculture Goals and Objectives The City Council on July 26, 1979 adopted Goals and Objectives for the City. Under "agriculture policy" the Council adopted the goal of "preserving economically productive agriculture land within the city sphere of influence". This goal and its implementation may serve to limit developable land within the city sphere of influence. f. Airport Influence Area This area, which is mostly in the coastal zone, places certain restrictions on types, location and intensity of development. The general plan calls for a comprehensive study of the area prior to specific land use commitments. -6- SECTION II III. Council Decisions A. Adequate Public Services Staff has used 11 cities as comparative examples for this staff report (see attached growth management survey matrix). We used the 11 cities because they were similar to Carlsbad in certain areas, but also represented a variety of approaches to the management of public services. Through these examples one can compare the various jurisdictions identified "adequate services". It is recognized that each community has unique circumstances and priorities, however, there appears to be certain services which tend to form a service core. From our comparison a list of minimum and maximum services has been formulated. The core services can be considered a middle ground between the minimum and maximum Staff's recommendation reflects the core services with the inclusion of library services; they are: 1. Water 2. Sewer 3. Police Protection 4. Fire Protection 5. Streets (circulation) 6. Drainage 7. Schools 8. Parks and Recreation 9. Library Library was included because the history of Carlsbad shows a strong emphasis on library services for the community. It is apparent that Carlsbad places a higher emphasis on library services than the other cities surveyed, and this is justifiable as a community priority. Staff also feels that the recommended services considered as a core today should certainly be subject to change as policies and goals change. This is a factor which must be incorporated into the growth management strategy developed by consultant. For example, the Council may wish to add housing to the list of services in the future after the new housing element is finalized. At this time staff does recommend that the core services be forwarded to the consultant for analysis. After the consultant investigation, the Council may wish -7- to re-think the list if necessary. This opportunity has been made available through the adopted work program (see attached Growth Management Procedure Outline and Time Line). B. Adequate Public Service Levels To aid the consultant in the analysis of the identified services, it is necessary to provide information on current adequacy of these services. We have provided information on each of the "maximum services". Service level data has been supplied to use by the respective city department or agency. At this point there generally seems to be adequate service levels with the outstanding exception of sewer. However, many of the services are coming close to capacity. Some services are considered adequate for lack of information, for example drainage. There is currently a Master Storm Drain Plan in process which will provide a more accurate evaluation when complete. Council has the option at this time to specify its feeling on service level adequacy for each identified service. The following is general service level information. Service Levels 1, Water Representative from the three water districts which serve the city sphere of influence have indicated that water line and water storage capacity is adequate for the current demand. 2. Sewer The Encina sewage plant currently provides service to six districts. The overall Encina plant capacity is 13.75 million gallons per day. According to a rep- resentative of the plant, total current flow is 12.3 million gallons per day. The City of Carlsbad is allotted 25% (3.4 million gallons per day) of the total plant capacity. The cities current flow is approximately 3.2 million gallons per day. The plant representative stated that a special meter inventory to check the accuracy of the current estimated flow levels is in progress. Data from this inventory will be available by the end of February. 3. Police Protection The City Police Department currently has 46 sworn officers, According to a department representative, a recent federal publication states that the national average for city ratios of officers to population is 1.8 officers/1000 population. The department representatives also stated that the minimum level of police service should not be less than a ratio of 1.5 officers/100 population. Based on an estimated current city population of 32,500 and the current number of police officers (46), the cities ratio of police officers to population is 1.4 officers/1000 population. 4. Fire Protection The City Fire Department presently has three fire stations which provide service to the city sphere of influence. Based on information provided by a Fire Department representative, the current fire station locations provide for a first engine response time of five (5) minutes or less to approximately 70% of the city sphere of influence. In the memo CFD Goals and Objectives (January 10, 1980) from the Fire Department Chief to the City Manager, the following objective was identified: Objective #3. To make recommendations on fire station locations that will provide first engine response within 5 miniutes to 90% of all structures within the city. 5. Streets (Circulation) A representative from the City Engineering Department stated that the present city street circulation capacity is adequate for current demand. 6. Drainage A representative from the City Engineering Department stated that the city's present drainage system is adequate More information will be available upon completion of the Master Storm Drain Plan. Schools Four school districts provide service for the Carlsbad sphere of influence. The school districts are the Carlsbad Unified School District, San Marcos Unified School District, the San Dieguito Unified School District and the Encinitas Union Elementary School District. The following is a list, by district, of the specific schools which provide service for the Carlsbad sphere: A. Carlsbad Unified School District 1. Buena Vista (Kindergarten - 6th grade) School Capacity (SC) - 550 students Current Enrollment (CE) - 440 students 2. Jefferson (Kindergarten - 3rd grade) School Capacity (SC) - 500 students Current Enrollment (CE) - 485 students 3. Magnolia (Kindergarten - 3rd grade) School Capacity - 532 students Current Enrollment - 532 students 4. Pine (4th - 6th grade) School Capacity - 350 students Current Enrollment - 341 students 5. Kelly (Kindergarten - 6th grade) School Capacity - 400 students Current Enrollment - 301 students 6. Valley Jr. High (7th - 8th grade) School Capacity - 900 students Current Enrollment - 606 students 7. Carlsbad High School (9th - 12th) School Capacity - 1600 students Current Enrollment - 1497 students 8. La Palma Continuation High School School Capacity - 126 students Current Enrollment - 126 students -10- B. San Marcos Unified School District There are currently three schools within this district which provides service to the city sphere of influence. 1. Alvin Dunn Elementary School School Capacity - 691 students Current Enrollment - 640 students 2. San Marcos Jr. High School - School Capacity - 769 students - Current Enrollment - 687 students 3. San Marcos Senior High School School Capacity - 1409 students Current Enrollment - 1316 students C. San Dieguito Unified School District There are currently two schools within this district which provides services to the city sphere of influence. 1. Oak Crest Jr. High - School Capacity - 983 students - Current Enrollment - 890 students 2. San Dieguito High School - School Capacity - 1811 students Current Enrollment - 1999 students D. Encinitas Union Elementary School District. There are currently two schools within this district which provide service for the City sphere of influence. 1. Flora Vista (kindergarten - 6th grade) - School Capacity - 540 students - Current Enrollment - 595 students -11- 2. Capri (kindergarten - 6th grade) - School Capacity - 567 students - Current Enrollment - 520 students Parks and Recreation Based on information provided by a representative from the City Parks and Recreation Department, there are currently 79.6 acres of city owned landscape property (i.e., parks, medians, walkways, etc). The City currently has 503 acres of vacant property for future park sites. The Parks and Recreation representative stated that there are three conflicting service level criteria for the ratio of park acreage to population; the Parks and Recreation Element of the General Plan (30 acres/1000 population); the Public Facilities Fee analysis (5 acres/1000 population) and the Quimby Act. The representative also stated that a revision to the Parks and Recreation Element of the General Plan is being considered. An objective under consideration to include in the General Plan revision is to adopt the Public Facilities Fee recommendation for the service level criteria (3 acres/1000 population) . 9 . Library The Raymond M. Holt report, Moving Ahead : Master Plan No. II for the Carlsbad City Library (August 1978) and the Public Facilities Fee analysis (FPP) both recommend 0.8 sq.ft. percapita as level of service criteria for main library facilities. This criteria was verified by a Library representative as the libraries accepted service level criteria. The city's main library facility has a total of 23,400 square feet. Based on an estimated current city population of 32,500 and the adopted service level criteria (0.8 square feet percapita) the present square foot demand for main library facilities is 26,000 square feet. Both the Holt Report and the PFF Report state that the present library service level for the city is adequate but not optimal . Public Transportation The North County Transit Company currently provides public transportation service to the city sphere of influence. According to a representative of the North -12- n County Transit Company, there are currently three community service transit lines and two correlary service transit lines serving the city. The repre- sentative stated that the current level of service is adequate for the current public transportation demand. 11- Physical Administration Facilities In June of 1977 the city contracted with SUA Inc., a management consulting firm, to perform a space utilization and needs study of the City Hall, city yard and Police Department. The SUA Inc. study found that the present occupied space for all the included operations analyzed was 33,979 sq. ft. The SUA study determined that the present required space for all the included operations analyzed was 64,540 sq.ft. 12. Housing (Fair Share) In order to comply with the Department of Housing and Community Development (HCD) Fair Share Housing Guidelines, the City Council recently adopted the goal to provide 825 low income units by 1985. This figure (825 units) was based on a Comprehensive Planning Organization (CPO) Report on Fair Share allotments for the municipalities within San Diego County. However, CPO recently has provided a revised County Fair Share Housing Report which significantly increases the City of Carlsbad projected Fair Share allotment. The Council has not yet reviewed the revised CPO County Fair Share Housing Report. Staff recommends that the Council forward the respective service levels (to coincide with the identified services) to the consultant as outlined in this staff report. Attachments for Council Decisions 1. Growth Management Survey Matrix 2. Maximum/Minimum and Recommended Public Services 3. Time Line for Growth Management Procedure -13-/a GROWTH MANAGEMENT SURVJ MATRIX inX(0a oW 0) O T) (d rH« d Ej H njo • <u m o 3 -HS-iOO4J fdCcfi.piHai'>3ci04 ,-1 -p -rH 3 (C <fl -H fd 4J W ' (fl (0 C>O>4->>OCO)g•H nj M f: m a) in m cu ^ ni« MHE-i:z;Ala>>P42; Water Sewer Drainage - Street (Circulation) Fire Protection „ ™ , „ .__ . . .. ., Police Protection Schools ... . ._.... Library Bicycle Paths Greenbelts .l •- — • Public Transportation ( | Park & Rec. Facilities i ^ TOTAL SERVICES BY MUNICIPALITY ' • 0 l>"^u r\*j ^\>J O'^kiX oViV • f'» y C) © G t*~^t' )••^<v> 0 1 O o o o o ! « ! >v5 5 S^__L t o. o o f\w f^,u ow J_ O © O**>/ A^ C) o o /•"\^..^ 0 SO ir*\ ^ I O! o e "T~~" I y|ej o .f^>-t> o o o o o o © C 1 *e. •'[ © o © © o o •^<u "11 ~~i ~1 r! « 6J1SJ 8 o o o o o o o f'~~\ i /^>u o o o 1 ^•:'*J( \f *»."•?.. _ 4 i. Cj>. J ^"ta*/ Ow ^'L^1 0 s ,..,, | TOTALS!ll § w n B & 1 * 3 i"" --"-- |• t 1 1 :? i MINIMUM SERVICE Water Sewer Police Protection Fire Protection Street (Circulation) Drainage RECOMMENDED SERVICES Water Sewer Police Protection Fire Protection Street (Circulation) Drainage Schools Parks and Recreation Library . MAXIMUM SERVICES Water Sewer Police Protection Fire Protection Street (Circulation) Drainage Schools Parks and Recreation Library Public Transportation Physical Administration Facilities Housing (Fair Share Housing) SECTION III IV. Information on Qualified Consultants and Requests for Proposals. Immediately after the January 8, 1980 action by the Council to initiate work on a growth management procedure, staff sent request for qualifications (RFQ) to 15 consultants. Although not all of the consultants responded, the seven firms who did express interest provided an excellent group to select from. Generally on large undertakings such as the growth management program a workable number of qualified consultants to send requests for proposals is 5. Because the group responding to our RFQ was relatively small and expressed sound qualifications, much of the usual initial screening was not necessary. Staff has selected 5 consultants to send RFP's they are: 1. Sedway/Cooke 2. Newport Economics 3. Levander Company 4. PRC Toups Corporation 5. Criterion All of these firms appear capable of providing excellent work and should supply a good range of proposals based on city guidance. Attached to this report is an RFP from which staff feels each of the 5 consultants can prepare a work program. Staff recommends that Council direct the distribution of this RFP to the selected consultants and also direct staff to return with a recommendation and sample contract for Council adoption on March 24, 1980. Attachments for Information on Qualified Consultants and Request for Proposals 1. Summary of RFP 2. RFP -14- SUMMARY OF RFP The specific products required from the consultant through the RFP are the following: A) Determine the demand-service availability for each service as identified by the City Council. B) Establish minimum service levels for each public service identified by the City Council. C) Compare minimum service levels with existing levels of service. D) Analyze the constraints on services created by special districts. E) Translate the data generated from A-D above into a standard formula. F) Recommend a system which will anticipate "adequate" public services and will enable the City to distribute public services in a rational and equitable manner. 1. Such a system should be flexible so as to accomodate land use changes and other changes. 2. A graphic and procedural basis should be included. G) Evaluate the City's Public Facilities Management System for its ability to handle distribution of future services. In addition to the above products, the consultant will be expected to make appropriate presentations to the Council and be available to provide guidance. TH:jd 1200 ELM AVENUE ff ^S^ H TELEPHONE: CARLSBAD, CALIFORNIA 92008 mN(£WrJM (714)438-5621 Citp of Cartetmb February 19, 1980 SUBJECT: REQUEST FOR PROPOSALS FOR THE PREPARATION OF A PUBLIC SERVICE ANALYSIS FOR THE CITY OF CARLSBAD PROPOSED GROWTH MANAGEMENT PROGRAM DESCRIPTION The Public Service Analysis will analyze existing public services, projected public service need as it relates to population,and service demand for both the present and the future. BACKGROUND Carlsbad is a rapidly growing municipality with a population approaching 33,500. It is located on the northern coast of San Diego County, thirty miles north of downtown San Diego and is bordered by the City of Oceanside on the north, the cities of Vista and San Marcos on the east and the community of Leucadia on the south. The area's projected population for 1995 is 63,860. The City contains a well balanced combination of industrial, commercial and residential development including a major regional shopping center, an auto-retail center with seven dealerships, a large industrial park and a busy regional air- port. Also contained within City boundaries are three lagoons, extensive tomato and flower fields and large tracts of undeve- loped land. Carlsbad has been under a planning moratorium since April of 1977 due to a lack of sewer capacity at the existing Encina Treatment Plant. Due to the longevity of the planning mora- torium, the City has been considering alternative forms of sewage treatment and a Satellite Reclamation Master Plan is currently under City Council review. On January 8, 1980, the Carlsbad City Council approved a growth management procedure allowing staff to proceed with a growth management program based on the provision of public services. The Public Service Analysis is a part of this pro- gram . AVAILABLE INFORMATION The following data relative to the Public Services Analysis is available to the consultant at the Carlsbad Planning Depart- ment: 1) Analysis of the General Plan Growth Potential (1979) includes - maximum dwelling units and population - maximum square footage of potential indus- trial uses (plus existing). - maximum square footage of potential commercial uses (plus existing) 2) Public Facility Element of the General Plan 3) Public Facility Fee Ordinance (1979) 4) Capital Improvement Program 5) Growth Management Programs of other communities 6) Existing levels of public service 7) Identified minimum public services 8) City maps 9) Special district maps DUTIES OF THE CONSULTANT In preparing a proposal, the consultant should agree to the following: 1) to provide the City of Carlsbad with a written analysis of public services (as identified by the City Council) which will include the following work-tasks: A) Determine the demand-service availability for each service as identified by the City Council. B) Establish minimum service levels for each public service identified by the City Council. C) Compare minimum service levels with existing levels of service. D) Analyze the constraints on services created by special districts. E) Translate the data generated from A-D above into a standard formula. F) Recommend a system which will anticipate "adequate" public services and will enable the City to distri- bute public services in a rational and equitable manner. 1. Such a system should be flexible so as to accomo- date land use changes and other changes. 2. A graphic and procedural basis should be included. G) Evaluate the City's Public Facilities Management System for its ability to handle distribution of future services 2) Submittal of ten (10) copies of a preliminary report to the Planning Director within sixty (60) days of contract execution. The preliminary report should be in compliance with A-G above. 3) To make four (4) presentations, two before the Planning Commission and two before the City Council. 4) To deliver twenty bound copies of the final report which shall be submitted to the Planning Director. 5) To meet and confer with City staff on a regular basis to provide updates and work progress. PERSONNEL, QUALIFICATIONS AND REFERENCES Please submit with your proposal a brief description of the qualifications of the consultant. Special qualifications related to this particular project should be noted. The quali- fications of the persons actually carrying out the project should also be listed along with the percentage of the completed pro- duct that each person will contribute. The consultant shall provide a list of five former or current clients (with addresses and phone numbers) from whom the con- sultant has performed work similar to that described in this request. AUTHORIZATION The proposal and bid shall be signed by an official authorized to bind the proposer and shall contain a statement to the effect that the proposal is a firm offer for at least a 60- day period. The proposal should contain a statement that all work will be performed at a "not-to-exceed" contract price, which will become fixed upon completion of contract negotiations. EVALUATION CRITERIA Criteria for proposal acceptance: Primary regard will be given to the technical competence and creative ability of the consultant as demonstrated in the proposal. The general aptness of the proposal will also be considered. The City reserves the right to reject any or all proposals if they are inappropriate or inadequate. Evaluation shall be based on an analysis of the proposals submitted by a Council authorized committee. The evaluation shall consider the experience of the firm and its staff, pro- posed study program, proposed completion schedule, availability to work with City staff and other information which may be considered significant. Interviews may also be conducted. Final consultant selection will be made by the City Council or their designate. CONTRACT DATE It is anticipated that a selection will be made and a contract proposed within two weeks following receipt of proposals. ADDITIONAL INFORMATION Relationship with applicants: The City considers it inappro- priate to award a contract to a firm already holding, or expecting to hold, a contract with an applicant or property owner substantially affected by the proposed growth management plan. Responses to this request for proposals should accord- ingly contain a statement as to what contractual arrangement, if any, exist, or are expected to exist in the future, between the responding firm and the affected property owners. This request for proposals does not commit the City to award a contract, to pay any costs incurred in the preparation of the proposal to this request, or to procure a contract for services or supplies. The City reserves the right to accept or reject any or all proposals received as a result of this request, to negotiate with any qualified source, or to cancel, in part, or in its entirety, this request for proposal if it is in the best interest of the City to do so. Should your firm wish to submit a proposal, please indicate your intention to do so in written form. Final proposals are due in triplicate on March 12, 1980. Please contact Tom Hageman or Charles Grimm at (714) 438-5591, should you have any questions concerning this Request for Proposals. Attachments: Vicinity Map Carlsbad and vicinity CONCLUSION V. Conclusion This report has presented information and requested decisions from Council. The information is for use by a consultant in the analysis of public services. The decisions requested from Council are: 1. Determination of "adequate" public services. 2. Determination of public service levels. 3. Permission to staff to begin consultant selection process, The decisions made by Council will provide the essential direction for a consultant to design an equitable system of distribution of public services for the City. Attachment for Conclusion 1. One (1) Page Summary of Requested Council Decisions TH:KF:jd 2/15/80 -15-