HomeMy WebLinkAbout1997-04-08; City Council; 14129; GROWTH MANAGEMENT PLAN - 10 YEAR ANNIVERSARY REPORTT DEPT. HD. J 4 AB# /y, 127 TITLE:
CITY ATd MTG. 4-8-77 GROWTH MANAGEMENT PLAN - 10 YEAR
ANNIVERSARY REPORT
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RECOMMENDED ACTION:
That the City Council ACCEPT the Report; REFER the proposed Ordinance amending
sections of Chapter 21.90 of the Carlsbad Municipal Code to the Planning Commission for
hearing and recommendation, ADOPT Resolution No. 4'3 - y3Y amending the Perf
Standards for City Administrative Facilities, Library and Parks; ADOPT Resolution No. 9 3 -
amending the Citywide Facilities and Improvements Plan relating to Performance Stand:
Household Size; ADOPT Resolution No. Yo-.13b disbanding the Citizens Committee I
modifying City Council Policy No. 43 re Growth; and ADOPT Resolution No. 9? - '43 q
the allocation of excess dwelling units.
ITEM EXPLANATION:
As requested by the City Council, attached is a ten year anniversary report on the
Management Plan. The primary purpose of the report is to summarize accomplishmer
have resulted directly or indirectly over the past ten years from the implementation of thr
Management Plan. A secondary purpose of the report is to make recommendations on whc
refinements to the implementation of the Plan should be made based on ten years of er
with the Plan. Although Staff is recommending some minor implementation refinemer
believes that the Plan is completely accomplishing what it was intended to do and that
amendments or implementation changes are necessary or desirable. The report also
updated information regarding the Dwelling Unit Limitation portion of the Growth Manageme
The City Council may wish to review the Report before reviewing the proposed C
Amendment and Resolution documents because the Report contains a detailed descriptil
documents. A bold/italicized and strike-out version of the Ordinance was prepared to aid
of the proposed changes. The bold/italicized text is proposed to be added to the existing c while the strike-out text is proposed to be deleted from the existing ordinance. Bec
Ordinance would amend Chapter 21.90 of the Zoning Code, it is necessary to refer it to the
Commission for a public hearing and recommendation.
FISCAL IMPACT:
None.
EXHIBITS:
1.
2.
3. Resolution No. $3 - 4.3 5 (Citywide Facilities and Improvements Plan Rt
(Disbanding the Citizens Committee to Study Growth 4.
5. (Modifying City Council Policy No. 43 Relating to the
6.
Proposed Ordifiance Amending Chapter 21.90 of rhe Carlsbad Municipal Code Resolution No. 7 'I - 4 3 9
Library and Parks)
Performance Standards and Household Size)
Resolution No. 93- q3 Ce
Resolution No. 43- Y 3 q
of Excess Dwelling Units)
Growth Management Plan 10 Year Anniversary Report
(Performance Standards for City Administrative
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ORDINANCE NO.
AN ORDINANCE OF THE CITY COUNCIL OF THE
CITY OF CARLSBAD AMENDING TITLE 21 OF THE
CARLSBAD MUNICIPAL CODE BY THE REVISION
REGARDING THE GROWTH MANAGEMENT
PROGRAM OF THE CITY
OF CERTAIN PROVISIONS OF CHAPTER 21.90
The City Council of the City of Carlsbad, California does ordain as follows:
SECTION 1: That Title 21, Chapter 21 .QO is hereby amended to read as 1
Chapter 21.90
GROWTH MANAGEMENT
Sections:
21.90.010 Purposes and intent.
21.90.020 Definitions
21.90.030 General prohibition - exceptions.
21.90.033
21.90.040 Compliance with this chapter.
21.90.045
21.90.050
21.90.055
Extension of prior approvals prohibited.
Growth management residential control point establishs
Establishment of local facilities management fee.
Establishment of special financing districts..
21.90.070
21.90.080 Performance standard.
21.90.090
21.90.1 00
21.90.1 10
21.90.1 20
21.90.1 25
21.90.130
21.90.140
Finding of health, safety and welfare necessary for 1
imposed by Sections 21.90.050 & 2? .. 9€LfS&
Citywide facilities and improvement plan.
Local facilities management zones.
Contents of local facility management plans.
Local facilities management plan preparation.
Facilities management plan processing.
Implementation of facilities and improvements.
Obligation to pay fees or install improvements requirec
other law.
21.90.150 Implementing guidelines.
21.90.160 Exclusions.
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21.90.170 Council actions, fees, notice.
21.90.180 Public facility reductions.
21.90.185 Residential dwelling unit caps.
21.90.190 Severability
21.90.010 Purpose and intent.
(a) It is the policy of the city to:
(1) Provide quality housing opportunities for all economic sectors
community;
(2) Provide a balanced community with adequate commercial, ir
recreational and open space areas to support the residential areas of the city;
(3) To implement the provisions of Proposition E adopted by the cit
Carlsbad on November 4, 1986, to require that public facilities and improvements
City standards are available concurrently with the need created by new devel
and to limit the number of residential dwelling units which can be approved or cor
in the City;
(4) Balance the housing needs of the region against the public service I
Carlsbad residents and available fiscal and environmental resources;
(5) Encourage infill development in urbanized areas before allowing extet
public facilities and improvements to areas which have yet to be urbanized;
(6) Ensure that all development is consistent with the Carlsbad general pla
(7) Prevent growth unless adequate public facilities and improvemt
provided in a phased and logical fashion as required by the general plan;
(8) Control of the timing and location of development by tying the
development to the provision of public facilities and improvements at tt-
established by the citywide facilities and improvements plan.
(b) The city council of the City of Carlsbad has determined despite preL
council actions, including but not limited to, amendments to the land use, hou5
parks and recreation elements of the general plan, amendments to city council P
17, adoption of traffic impact fees, and modification of park dedication and impr
requirements, that the demand for facilities and improvements has outpaced th
resulting in shortages in public facilities and improvements, including, but not Ii
streets, parks, open space, schools, libraries, drainage facilities and
governmental facilities. The city council has further determined that these short
detrimental to the public health, safety and welfare of the citizens of Carlsbad.
(c) This chapter is adopted to ensure the implementation of the policies
subsection (a), to eliminate the shortages identified in subsection (b), to ensurc
development occurs without providing for adequate facilities and improven
regulate the pace of development thereby ensuring a continued supply of housir
period of years and to continue the quality of life for all economic sectors of the
community.
(d) This chapter will further the policies, goals and objectives established I
requiring identification of all public facilities and improvements required for dew
by prohibiting development until adequate provisions for the public facili
improvements are made by developers of projects within the city, and k
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development priority to areas of the city where public facilities and improveme
already in place (infill areas).
(e) This chapter replaces the temporary moratorium on processing and apy
development projects imposed by City Council Ordinance No. 9791. (Ord. 9829 $
Ord. 9808 §I (part), 1986)
21.90.020 Definitions.
(a) Whenever the following terms are used in this chapter they shall h
meaning established by this section unless from the context it is apparent that
meaning is intended:
(I) "Citywide Facilities and Improvements Plan" means a that plan piqx
approved and adopfed on Sepfember 23, 4986, by Cify Council Resolution A
and as amended thereafter in accordance with Section 21.90.090 identifyin
facilities and improvements required on a citywide basis to serve the projected PC
for financing certain facilities and improvements which will be provided by the city.
(2) "Development" means any use to which land is put, building or other a
of land and construction incident thereto.
(3) "Development permit'' means any permit, entitlement or approval,
discretionary or ministerial, issued under Titles 20 or 21 of this code and any le
actions such as zone changes, general plan amendments, or master plan apy
amendment which allows construction of private improvements.
(4) ''Excess dwelling unit bankJJ means the number of dwelling unit
the Proposition E limitation for a given quadrant that are available for
increases for affordable housing and other purposes as stated in City
Policy No. 43. The number of such excess dwelling units at any given time
calculated by the planning director based upon the best information regarr
total number of dwelling units constructed in each quadrant after Nove
1986, plus the number of units approved for construction or likelj
of units constructed wifhin a quadranf exceed fhe Proposifion E limifafion
quadrant
w(5) "Facilities" means any schools, parks, open space, or recreational
structures providing for fire, library or governmental services, identified in a
management plan.
@(6) "Improvement" includes traffic controls, streets and highways, i
curbs, gutters and sidewalks, bridges, overcrossings, street interchanges, flood c
stormdrain facilities, sewer facilities, water facilities and lighting facilities. H(7) "Local facilities management plan" means a facilities managem
defined by Section 21.90.120 for a local facilities management zone which is esl
according to Section 21.90.1 00. (Ord. 9808 $1 (part), 1986)
(8) "Zone" for purposes of this chapter means a local facilities man;
zone established pursuant to section 21.90.100.
21.90.030 General prohibition-Exceptions.
(a) Unless exempted by the provisions of this chapter, no application
of the city as established by the general plan and providing an outline and cost e
constructed within each quadrant, provided that at no time shall the total
building permit or development permit shall be accepted, processed or approve
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n h-c. hnnn - A& "I, u u a local
management plan for the applicable local facilities management zone has been si
and approved according to this chapter.
(b) No zone change, general plan amendment, master plan amendment or
plan amendment which would increase the residential density or development
established by the general plan in effect on the effective date of this chapter
approved unless an amendment to the citywide facilities m
irnprovernenfs plan and/or the applicable local facilities management plan has fi
approved.
(c) The classes of projects or permits listed in this subsection shall be exer
the provisions of subsection (a). Development permits and building permits fc
projects shall be subject to any fees established pursuant to the citywide facili
improvement plan and any applicable local facilities management plan.
(1) Redevelopment projects;
(2) Projects consisting of the construction or alteration of a single dwelling :
unit for a family on a lot owned by the family intending to occupy the structure,
exceed one nonowner-occupied house per individual for one or more lots ownec
July 20, 1986; GI s'*g PC:-=! finwcts -d k sz- .. ..
tEI ccc
m(3) Projects by nonprofit entities for structures and uses for youth recr
educational or guidance programs such as boys and girls clubs or private schools
o(4) Zone changes or general plan amendments necessary to acc
consistency between the general plan and zoning, to implement the provisior
local coastal plan or which the city council finds will not increase the public fa(
services and which are initiated by the city council or planning commission;
@(5) Public utility facilities and improvement projects without accommodz
permanent employees are exempt from the provisions of this chapter unless
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council determines they are of sufficient size and scale to impact public facilities;
... w(6) Adjustment plans;
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... Th) The conversion of existing mobile home parks to condominiums c
forms of ownership whereby the mobile home park will remain substantially the appearance following such conversion;
w(8) Master plans or general plan amendments in connection with mas
which do not increase the residential density or the overall development inh
facility needs established by the existing general plan provided a local
management plan must be prepared, processed and approved concurrently
master plan.
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21.90.033
After approval of an applicable local facilities management plan an extei
the expiration date of any development permit shall not be granted unless the e)
is found to be consistent with the plan. The decision-making body conside
extension may condition the extension upon compliance with the citywide p
applicable local facilities management plan. (Ord. 9808 §I (part), 1986)
Extensions of prior approvals prohibited.
21.90.040 Compliance with this chapter.
(a) No development permit shall be approved unless the approving author
that the permit is consistent with the citywide facilities and improvements plan
applicable local facilities management plan. To ensure consistency the ay
authority may impose any condition to the approval necessary to implement the pl,
(b) No building permit shall be issued unless the fees required by this chap
any applicable local facilities management plan fees are first paid, and the p
consistent with the applicable local facilities management plan. As a conditio1
issuance of any building permit pursuant to Section 21.90.030(C) the applicz
agree to pay the appropriate fees within thirty days of the date each fee is establisl
(c) The requirements of this chapter are imposed as a condition of zoninc
property to ensure implementation of and consistency with the general plan and to
the public health, safety and welfare by ensuring that public facilities and improb
will be installed to serve new development prior to or concurrently with need. (Or
§I (part), 1986)
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21.90.045 Growth management residential control point establishe
In order to ensure that residential development does not exceed tho:
established in the general plan and Proposition E as enacted on November
the following growth management control points are established for the residentia
ranges of the land use element.
ALLOWED DWELLING UNITS PER NET ACRE
Growth Manaqement Control Point General Plan Density Ranqes
RLMO-4.0 3.2
RM 4.0 - 8.0 6.0
RMH 8.0 - 15.0 11.5
RH 15.0 - 23.0 19.0
RLM - 1.5 1 .o
No residential development permit shall be approved which density excc
growth management control point for the applicable density range unless the 1
findings are made:
1. The project will provide sufficient additional public facilities for the dc
excess of the control point to ensure that the adequacy of the City’s public faciliti
will not be adversely impacted; and
2. There have been sufficient developments approved in the quadrant at (
below the control point to cover the units in the project above the control poin.
approval will not result in exceeding the quadrant limit; and
3. All necessary public facilities required by this chapter will be constructe
guaranteed to be constructed concurrently with the need for them created
development in compliance with the adopted City standards.
For the purposes of this paragraph the term “quadrant” means those qi
established by the intersections of El Camino Real and Palomar Airport Road as
in the map amending the General Plan. &The term “quadrant /imitation” me
maximum number of dwelling units that may be constructed within each q
of the city as equi~cc! by stated in- Proposition E adopted November 4, 198
9829 $j 2, 1987)
21.90.050 Establishment of local facilities management fee.
(a) A local facilities management fee is established to pay for improven
facilities identified in a local facilities management plan which are related
development within the zone and are not otherwise financed by any other fee, cl
tax on development, or are not installed by a developer as a condition of a buildin
or development permit. The fee may also be used to pay for that portion of the fac
improvements identified in the citywide facilities and improvements plan attrik
development within the local zone which are not financed by other means. The
management fee shall be paid before the issuance of a building permit. The an
the fee shall be determined based upon the estimated cost of the facility or imprc
designated as necessary to accommodate additional development within the aF
local facilities management zone plus the estimated cost of facilities and improi
identified in the citywide facilities and improvement plan attributable to the local zc
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fee shall be fairly apportioned among the new development.
(b) The fee required by this section is in addition to any other means of 1
facilities or improvements identified by a local facilities management plan or any c
fee, charge or improvement requirement which may be imposed on the develol
property under the provisions of state law, this code or city council policy.
(c) The amount of the fee for a local facilities management zone shall be s
council resolution after a public hearing, published notice of which shall I:
according to Section 21.54.060(2) and Government Code Section 54992.
the effective date of this chapter the applicant shall agree to pay the fee estabi
this section at the time a building permit is issued.
(e) The fee established by this section shall be levied at the time of issua
building permit. (Ord. 9808 § 1 (part), 1986)
27.90.055 Establishment of special financing districts
(a) A community facilities district (CFD No. I) was formed on May
pursuant to the Mello Roos community facilities act of 7982. The purposc
No. 7 is to finance certain citywide facilities required of new deve
including, but not limited to, city administrative facilities, libraries, maja
bridges, and park improvements. Specified parcels of developable land h;
included in CFD No. II as described in the engineer's report, and additional
have been or will be required to annex to CFD No. 1- For all such de:
parcels, participation in CFD No. 1 is necessary to comply with this chaj
the general plan, and no building permit, tentative map or developmen
shall be issued or approved for any such parcel unless the parcel has anr
and is participating in CFD No. I through the payment of special ti
described in the engineer's report.
(6) Special financing districts including but not limited to COL
facilities districts and assessment districts may be formed to finance s
facilities required of a zone or zones. The use of a special financing di3
any facility shall be governed by the applicable city council policies and
subject to city council approval. When such districts have been
annexation to and participation in said district shall be made a conc
approval of any development permit in the applicable zone(s) unless exen:
the city council or by the rules of the applicable district.
(d) As a condition of any building or development permit application submi
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21.90.070 Finding of health, safety and welfare necessary for the fe
imposed by Sections 21.90.050 aec! 2? .. $WXQ.
(a) The city council declares that payment of the fee established and imp
Sections 21.90.050 a& 21 .9!3-Q@-and installation of the facilities and improi
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identified in a facilities management plan are necessary to achieve the
established in Section 21.90.01 0 and to implement the city's general plan. If the
not paid or the facilities or improvements are not installed the public health, si
welfare will suffer because there will be insufficient facilities and improve1
accommodate any new development. This finding is based upon City Council F
on the ordinance adopting this chapter.
(b) If any condition imposed as a condition of a development permit or
permit pursuant to this chapter is protested then the permit shall be suspended d
period of the protest.
(c) This section is adopted pursuant to Government Code Section 65911
9808 § I (part), 1986)
21.90.080 Performance standard.
f. The city council W has adopted gawa-! performance standards
facility or improvement listed in Section 21.90.090(b) or 21.90.1 IO(c),
facilities and improvement plan and as-established by City Council Re.
Specific pe&wm~ws-&~ conditions of approval for each zone fa
compliance with the performance standards shall be adopted as part of '
facilities management plan. If at any time after preparation of a local
development permits or building permits shallxe local zone
performance standard is met or arrangements satisfactory to the city council guar
the facilities and improvements have been made. (Ord. 9808 §I (part), 1986)
The city council may determine that a performance standard ti
satisfied if the city council finds that needed improvements called fo
citywide plan or the capital improvement program have been planr
guaranteed for construction by existing financing mechanisms, including
limited to public facilities fees, CFD No. 1 faxes, conditions of approval ai
local facilities management plans or development permifs, or ofher fees, t,
assessments as may be established by the city council, and that the ti
construction as reflected in the capital improvement program is satisfal
assure fhe cify council fhat an adequate level of service for the facility
maintained at all times as development occurs.
17, City Council Ordinance No. 9791, and the evidence presented at the public
hn zdepted as part of the
management plan the performance standards are not me1
(2)
21.90.090 Citywide facilities and improvements plan.
(a) To implement the city's general plan by securing provision of facili
improvements are available, the city council &aU has adopted by resolution a
facilities and improvements plan. The plan W: generally identifies a+l facil
improvements necessary to accommodate the land uses specified in the general,
by the zoning; specifies size, capacity and service level performance standard:
identified facilities and improvements; establishes qxstik general time ta
acquisition, installation and operation of the facilities and improvements corre
projected population growth, facility and improvement performance standar
projected nonresidential development; identifies &e some alfernafive financing
improvements, and to ensure that development does not occur unless facili
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e+ methods for each facility and improvement; and establishes a facility and imp1
budget for those facilities or improvements which will be constructed or finance
city. The plan &a# encourages infill development and reduces the growth
impact of premature extension of facilities or improvements to undeveloped
establishing priorities for facility and improvement installation or financing.
(b) The citywide facilities and improvement plan s#ia+l shows how and \
following facilities and improvements will be installed or financed as spe
subsection (c):
(7) Major sewage transmission systems and sewage treatment p\ants;
(2) Major water transmission lines and storage facilifies;
(3) Major area-wide drainage facilities;
(4) Prime and major arterials; freeway interchanges, bridges or overcrossir
(5) Fire facilities;
(6) G&www~M City administration facilities;
(7) Parks and other recreational facilities;
(8) Libraries;
(9) Open space;
(70) Schools..
(c) The plan W includes the following information with regard to each fa
improvement listed in subsection (b):
(I) An inventory of present and future requirements fur each fac
improvement based upon the performance standard established for each fa1
improvement. Cost estimates sha4-k are included. The inventory shdtbe is c
with the general plan and zoning for the all areas offhe cifr,
(2) An ihsfrative phasing schedule establishing the timing for instal
provisions of facilities or improvements in relationship to the amount of devc
activity (e.g. number of dwelling units, number of square feet of commercial spa
the service area of the facility or improvement) and the facility and impr
performance standards;
(3) A conceptual financing plan establishing various methods of fun
facilities and improvements identified in the plan. The plan sba4 identifyies those
and improvements which would otherwise be provided as a requirement of proc
development project (i.e. requirements imposed as a condition of a developmer
or provided by the developer in order to establish consistency with the genera
Titles 18, 20 or 21 of this code, and those facilities and improvements for wt
funding methods must be identified which shall be sufficient to ensure sufficic
are available to construct or provide facilities or improvements when require1
phasing schedule.
@(d) Amendments to this citywide facilities and improvements plan
initiated by action of the planning direcfor, the planning commission or city coun
9808 $1 (part), 1986)
21.90.100 Local facilities management zones.
(a) The city council &a+! has divided the city into jocal facilities man,
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zones.
(b) The boundaries of the zones t&a+ke have been established bas
logical facilities and improvements planning, construction and service relatior
ensure the economically efficient and timely installation of required facili
improvements. In establishing zone boundaries the city council &a++ was also b
by the following considerations:
(1) Service areas or drainage basins;
(2) Extent to which facilities or improvements are in place or available;
(3) Ownership of property;
(4) Boundaries of existing zoning master plans;
(5) Boundaries of pending zoning master plans;
(6) Boundaries of potential future zoning master plan areas;
(7) Boundaries of approved tentative maps;
(8) Public facilities relationships, especially the relationship to the city’s
(9) Special district service territories;
(1 0) Approved fire, drainage, sewer, or other facilities or improvemen
plans.
(c) The boundaries of zones W may be es#A&ed modified by r
after a public hearing notice of which is given pursuant to Section 21.54.060(:
code. Boundary adjustments may be initiated by the planning director, the 1
commission, or the city council. (Ord. 9808 §I (part), 1986)
major circulation network;
21.90.1 10 Contents of local facility management plans.
(a) A local facilities management plan shall be prepared for each facility z
shall cover the entire zone.
(b) The plan shall consist of maps, graphs, tables and narrative text and
based upon the general plan and zoning applicable within the local zone at tht
plan approval. The local facilities management plan shall be consistent with the
plan and citywide facilities and improvements plan and shall implement the gent
and citywide facilities and improvements plan within the zone.
(c) The facilities management plan shall show how and when the following
and improvements necessary to accommodate development within the zonc
installed or financed as specified in subsection (d):
(1) Sewer systems and wasfewater treatment capacify;
(2) Water;
(3) Drainage;
(4) Circulation;
(5) Fire facilities;
(6) Schools;
(7) Parks and other recreational facilities;
(8) Open space;
(9) City administrative facilifies;
(f0) Libraries.
(d) The plan shall be consistent with and implement the citywide
management plan and general plan and shall include the following informai
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regard to each facility and improvement listed in subsection (c):
(1) An inventory of present and future requirements for each fac
improvement based upon the performance standard established for each
Because improvement requirements for certain facilities and improvements ma:
zone boundaries a discussion of the need for coordination and a proposed COC
plan for facilities extending from one zone to another shall be included. Cost c
shall be included. It must be shown that development in the zone will not re
facilities or improvements capabilities or create facilities or improvements sho
other zones or reduce service capability in any zone below the performance '
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which is established pursuant to Section 21.90.080. The growth inducing imp:
out of zone improvements shall be assessed.
(2) A phasing schedule establishing the timing for installation or prov
facilities or improvements in relationship to the amount of development acti
number of dwelling units, number of square feet of commercial space, etc.
facilities management zone. The phasing schedule shall ensure the developme
area of the zone will not utilize more than the area's pro rata share of f
improvement capacity within that zone unless sufficient capacity is ensured
areas of the zone at the time of the first development. The phasing sched
include a schedule of development within the zone -
v Lul~. The phasing schedule shz
periods where the demand for facilities and improvements may exceed the cap
provide a plan for eliminating the shortfall. In those situations when demand
capacity and it is not feasible to increase the capacity prior to developr
development shall occur unless a financial guarantee for the needed fa
improvement and a time schedule for a& 3 m; sf m
construction and operation of the needed facility or improvement is est&
#be-ph approved by the city council.
(3) A financing plan establishing & the proposed methods of fur
facilities and improvements identified in the plan fairly allocating the cost to thc
properties within the zone. The plan shall identify those facilities and imprc
which would otherwise be provided as a requirement of processing a developmer
(i.e. requirements imposed as a condition of a development permit) or provide
developer in order to establish consistency with the general plan or Titles 18, 20
this code, and those facilities and improvements for which new funding methods
identified which shall be sufficient to ensure sufficient funds are available to cor
provide facilities or improvements when required by the phasing schedule
facilities or improvements are required for more than one zone, the phasing p
identify those other zones and the plan for each zone shall be coordinated. Coor
however, shall not require identical funding methods.
(4) A list or schedule of facilities requirements correlated to individual dew
projects within the zone.
(e) The local facilities management plan shall establish the proportionate
the cost of facilities and improvements identified in the citywide facilities and impr
plan attributable to development of property on the local facilities manageme
(Ord. 9808 $1 (part), 1986)
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(0 If a local facilities management zone or specific parcels of land
zone are included within a special financing district including but not lim,
community facilities disfrict or assessment district, or if fhe zone or parcl
been identified by the city council as requiring annexation to a special fi
district, the local facilities management plan shall include within it a con
approval of any developmenf permif within fhe zone unless exempfed by
council.
21.90.1 20 Local facilities management plan preparation. (a) A local facilities management plan may be prepared by the city (
property owners within the zone according to the procedures established by this I
(b) The city council, upon its own initiative, may by resolution direct
manager to prepare a facilities management plan for any zone. The city cot
assess the cost of preparing the plan to the owners within the zone after a he
days written notice of which is given to the property owners within the zone.
shall be spread pro rata according to acreage and development potential.
(c) All owners within the zone may jointly submit a facilities management p
(d) For zones in which joint submission of a facilities management plan is
be not feasible any owner or group of cooperating owners within the zone ma!
the city council to allow the owner or group of owners to prepare the plan.
meeihg hearing for which ten days' prior written notice has been given to the
owners within the zone, the city council may permit the owner or group of o
prepare and submit the plan. A limit based on the estimated cost of the plan
determined at the time of the hearing. The actual cost shall be determined when
to property within the facilities management zone. The assessment shall be coI1
the city at the time any application for a development project within the zone is SI
The owner or owners who prepared the plan shall be reimbursed for the cost of
less the owner's or owners' pro rata share. No reimbursement shall be made UI
plan is approved. Cost of preparation shall not include interest.
is adopted and shall be assessed pro rata based on acreage and development
21.90.125 Facilities management plan processing.
(a) Facilities management plans shall be reviewed according to the
procedure:
(1) A completed facilities management plan complying with this chap
accompanied by a processing fee submitted to the planning director for processir
planning director determines that the plan complies with the provisions of
21.90.1 10 the director shall set a facilities management plan for public hearing bl
planning commission within si&+ays six months of receipt of a complete ay
unless the facilities managemenf plan is being processed concurrentlj
general plan amendment, master plan or specific plan for which an enviro
impacf report is required, in which case fhe plan shall be sef for hearing wi
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year.
(2) The hearing shall be noticed according to the provisions of
21.54.060(2). A staff report containing recommendation on the plan shall be
and furnished to the public, the applicant, and the planning commission pric
hearing.
(3) The planning commission shall hear and consider the application for E
management plan and shall by resolution prepare recommendations and findin!
city council. The action of the commission shall be filed with the city clerk, an
(4) When the planning commission action is filed with the city clerk, the c
set the matter for public hearing before the city council. The hearing shall bl
according to the provisions of Section 21 54.060 (2).
(5) The city council shall hear the matter, and after considering the finc
recommendations of the planning commission, may approve, conditionally ay
deny a facilities management plan. The city council may include in the r
adopting the facilities management plan any fees or facilities improvement reqL
which it deems necessary to impose on development projects within the zone ir
implement the citywide facilities and improvement plan and the local
management plan.
for the original adoption.
purposes of Title 19 of this code.
concurrently with the plan. (Ord. 9808 $1 (part), 1986)
shall be mailed to the owners within the facility zone.
(b) A facilities management plan may be amended following the same prl
(c) A local facilities management plan shall be considered a projec
Environmental documents should be p
21 -90.1 30 Implementation of facilities and improvements requirem
(a) To ensure that the provisions of this chapter and the general plan are
following shall apply:
(1) Except as otherwise provided in this chapter no development permil
approved unless the map or permit is consistent with the local facilities manager
and unless provision for all facilities and improvements related to the developme
are provided or funded.
(2) No building permit shall be issued unless all applicable fees an
including, but not limited to, public facilities fees, bridge and thoroughfare fet
impact fees, facilities management fees, school fees, park-in-lieu fees, sewer fet
fees, community facilities district special one fime taxes or other developr,
plan and adopted by the city council have first been paid or provision for their
has been made to the satisfaction of the city council.
(b) The citywide facilities and improvement plan and the local facility man
plan process is part of the city's ongoing planning effort. It is anticipz
amendments to the plans may be necessary. Adoption of a facilities managen
does not establish any entitlement or right to any particular general plan c
designation or any particular development proposal. The citywide facili
improvements plan and the local facilities management plans are guides to en
no development occurs unless adequate facilities or improvements will be avi
identified in the citywide facilities and improvements plan and local facilities man
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meet demands created by development. The city council may initiate an amen
any of the plans at any time if in its discretion it determines that an amen
necessary to ensure adequate facilities and improvements.
(c) If at any time it appears to the sa&&&im sf thz city manager that f2
improvements within a facilities management zone or zones are inade
accommodate any further development within that zone or that the per
report the deficiency to the council. If the council determines that a deficiency
will exist due to the impacts of new development then no further bt
development permits shall be issued within the affected zone or zones and dev
shall cease tm&l unless one of the following applies:
(I) aAn amendment to the citywide facilities and improvements plan or i
local facilities management plan which addresses the deficiency is approved b
council and the performance standard is met.
(2) A financial guarantee and time schedule for construction and ope
(3) The affected geographic area of the city is served by an indc
district for purposes of the facility in question, and the independeni
determines that it is not feasible to provide the mitigation necessary to
compliance with the performance standard.
(d) The planning director shall monitor the development activity for e,
facilities management zone and shall prepare an annual report to the cit:
consisting of maps, graphs, charts, tables and text and which includes a devel
activity analysis, a facilities and improvements adequacy analysis, f < and recommendation for any amendments to the
management plan. The content of the annual report shall be established b!
council .
(e) The city council shall annually review the citywide facilities and imprc
plan at the time it considers the city's capital improvement budget. (Ord. 9808
1986)
21.90.140 Obligation to pay fees or install improvements required
other law.
Nothing in this chapter shall be construed as relieving a builder, dew
subdivider from any public improvement requirement, dedication requiremer
requirement which is imposed pursuant to Titles 13, 18, 20 or 21 of this code or
to any city council policy. (Ord. 9808 §I (part), 1986)
standards adopted pursuant to Section 21.90.100 are not being met he shall imi
the needed facility or improvement is approved by the city council.
21.90.150 Implementing guidelines.
The city council may adopt any guidelines it deems necessary to implei
21.90.160 Exclusions.
(a) Development proposals which consist of facilities, or structures consti
a city, county, special district, state, or federal government or any agency, depar
subsidiary thereof for governmental purposes are excluded from the provisior
chapter. This exclusion shall not apply to development proposals to which a PO
interest tax would be applicable.
chapter. (Ord. 9808 §I (part), 1986)
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tb) TCV- tk 2-t 5, -I835
&hcr dCVS 3: -,r,g p2:- kc p:qcct w bc sHbje4
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21.90.170 Council actions, fees, notice.
(a) Whenever this chapter requires or permits an action or decision oi
council, that action or decision shall be accomplished by a resolution.
(b) The city council shall establish application and processing fees
submission and processing of facilities management plans and for any othei
made under Sections 21.90.100, 21.90.120 or 21.90.140.
(c) Whenever written notice is required to be given to property owners u
section the notice shall be mailed by first class mail to the owners shown or
equalized assessment roll. (Ord. 9808 91 (part), 1986)
21.90.1 80 Public facility reductions.
Notwithstanding any previous sections of this chapter, the city council shall not I
reduce or delete any public facilities or improvements without making a corre
reduction in residential density unless such a reduction or deletion of public fi
ratified by a vote of the citizens of Carlsbad. (Ord. 9829 § 4, 1987)
21.90.185 Residential dwelling unit caps.
Notwithstanding any previous sections of this chapter, the number of r(
dwellings to be approved or constructed after November 4, 1986, shall not ex
following: Northwest quadrant 5,844; Northeast quadrant 6,166; Southwest
10,667; Southeast quadrant 10,801, without an affirmative vote of the ci
Carlsbad. (Ord. 9829 3 4. 1987)
21.90.1 90 Severability.
If any section, subsection, sentence, clause or phrase of the ordinance c
this chapter is for any reason held to be invalid or unconstitutional by the decisic
court of competent jurisdiction, such decision shall not affect the validity of the r
portions of the ordinance codified in this chapter. The city council declares tha
have passed the ordinance codified in this chapter and each section, su
sentence, clause and phrase thereof, irrespective of the fact that any part tt-
declared invalid or unconstitutional. (Ord. 9808 §I (part), 1986)
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EFFECTIVE DATE: This ordinance shall be effective thirty days
adoption, and the City Clerk shall certify to the adoption of this ordinance and ci
be published at least once in a newspaper of general circulation within fifteen c
its adoption.
INTRODUCED AND FIRST READ at a regular meeting of the Carl1
Council held on the day of I 1997, and thereafter
PASSED AND ADOPTED at a regular meeting of said City Counc
the day of L 1997, by the following vote, to wit:
AYES:
NOES:
ABSENT:
ABSTAl N;
APPROVED TO FORM AND LEGALITY
RONALD R. BALL, City Attorney
CLAUDE A. LEWIS, Mayor
ATTEST:
ALETHA L. RAUTENKRANZ, City Clerk
(SEAL)
18
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EXHIBIT “E
Performance Standards for Citv Administrative Facilities, Library, and Parks’
The Performance Standards for City Administrative Facilities, Library, and Pari
indicate that improvements must be “scheduled for construction within a five year perk
or prior to construction of 6,250 dwelling units.” This section is intended to provic
further clarification regarding what these Performance Standards mean and how thc
are to be applied.
In developing the Performance Standards contained in this plan, staff projected that i
average of 1,250 dwelling units per year would be constructed after 1986. Therefor
for purposes of City Administrative Facilities and Library the “five year period”
intended to mean the amount of residential development equal to 1,250 dwelling uni
per year for five years, or a total of 6,250 dwelling units. The counting years or uni
begins at the point in time that the demand for the facility first exceeds the supply.
Because Parks are addressed on the basis of Park District which coincide with the fo
quadrants of the City, it is assumed that the 1,250 dwelling units per year are spre:
equally among the four quadrants. This yields 312.5 dwelling units per quadrant p
year, which is rounded downward to 312 dwelling units. Therefore, the “five ye
period” for Parks is intended to mean the amount of residential development equal
312 dwelling units per year for five years, or a total of 1,560 dwelling units within a Pa
District. The counting years or units begins at the point in time that the demand for tk
facility first exceeds the supply.
For all three of these facilities, the phrase “scheduled for construction” means that tt
improvements needed to meet the demand have been designed, that a site has be€
selected and has been acquired or is being acquired, and that a financing plan f
construction of the facility has been approved by the City Council.
’ This section was included in the Citywide Facilities and Improvements Plan by an amendmei
approved on {date} by City Council Resolution No.
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Policy No. 43 Date Issued 4/ 22/97
Effective Date 4 12 7 / 9 7
Cancellation Date
CITY OF CARLSBAD
Supersedes No. COUNCIL POLICY STATEMENT
General Subject: Proposition E “Excess” Dwelling
Unit Allocation
Specific Subject: Formal Procedure Establishing
Guidelines for Allocation of
Proposition E “Excess” Dwelling
Units
Copies to:
PURPOSE
To establish guidelines for allocation of “excess” dwelling units when, following the adoptic
quadrant cap is greater than the number of dwelling units approved or issued after Novemb
4, 1986, plus the allowable units per the Growth Management Control Points.
STATEMENT OF POLICY
Although it should not be mandatory that excess dwelling units be allocated if they becon
available and it would be desirable to not attain the ultimate residential dwelling unit cal
established by the adoption of Proposition E, the following criteria is established to determir
eligibility for consideration of “exces$’ dwelling unit allocation, subject to the required findin!
in Proposition E.
Projects eligible for consideration in order of priority include:
First Prioritv
1. Housing development for lower-income households where allowable housi
the gross monthly income, adjusted for household size, at eighty percent (80%) of t
county median income.
Density transfers, clustering of development and dwelling unit locational adjustmer
which are proposed in order to preserve larger areas of sensitive habitat.
lnfill Single Family Subdivisions that meet all development standards and whc
proposed lot sizes will be equal to or greater than adjacent subdivided properties.
City Council, City Manager, City Attorney, Department and Division Heads,
Employee Bulletin Boards, Press, File
of all residential Local Facilities Management Plans within a quadrant, the Proposition
expenses paid by the qualifying household does not exceed thirty percent (30%)
2.
3.
\\Cilyhlll\rynUSERSUPAUL\WO~Al~~~a~~~~Ll~ DX
a
Page 2 c
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Second Priority
I.
2.
Senior Citizen housing as defined by Carisbad Municipal Code Section 21.18.045.
Transit oriented development projects where increased residential density is beii placed in close proximity to major transit facilities and commercial support services.
3. Projects within the existing general plan density range that provide, withc compensation, for some significant public facility not required as part of tl development process.
Third Priority
1. Housing development for moderate income households where allowable housi expenses paid by these qualifying household does not exceed thirty percent (30%) gross monthly income, adjusted for household size, at 120 percent (120%) of t county median income.
Projects proposing a zone change from non-residential to residential based upon t
following findings: a. The property was zoned for other than residential use on July 1986.
b. The property is compatible for residential use without significant mitigation.
C. The density of the project does not exceed the Growth Management Con1 Points of any adjacent residential property.
2.
3. lnfill multi-family projects that meet all development standards and where the resulti
density does not exceed adjacent, existing multi-family projects.
Application of the priority levels should be based on the total number of excess ur
available in a quadrant. The purpose of having three priority levels is to address the issue having only a minimal number of excess units available in a quadrant at any one partici
point in time. If there are only a minimal number of excess units available in a quadrant, tt the units should only be used for a First Priority project. Conversely, if there are a substan number of excess units available in the quadrant, allocation to a Second or Third Prio
project is acceptable.
Regarding the use of excess dwelling units for affordable housing, the intent of this polic! to work in conjunction with and to aid in implementing the programs of the Housing Elem including the lnclusionary Housing Ordinance and the Density Bonus Ordinance. I substantial allocation of excess dwelling units are being requested pursuant to item no. 1 the First Priority, the project should then, however, exceed the basic numerical requireme of these ordinances regarding the provision for lower income units.
\\Cilyh~ll'~r\USERSUPAUL\WORD\AtUrhmcnr Doc
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RESOLUTION NO. 97-434
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA AMEND1 NG THE
PERFORMANCE STANDARDS FOR CITY
ADMINISTRATIVE FACILITIES, LIBRARY, AND PARKS
WHEREAS, on September 23, 1986, the City Council i
Resolution No. 8796 adopting the Performance Standards to be used with thl
Management Program as required by Ordinance No. 9808; and
WHEREAS, the Performance Standards for City Administrative
Library, and Parks indicate that adequate improvements must be provided “wi
year period”; and
WHEREAS, the meaning and intent of the five year period I
subject to interpretation and has resulted in questions regarding th
implementation of these Performance Standards; and
WHEREAS, the Citywide Facilities and Improvements Plan i
assumption for planning purposes that residential development in Carlsbad i
will average 1,250 dwelling units per year, and this assumption was an
consideration in stating the Performance Standards for City Administrative
Library, and Parks; and
WHEREAS, the City Council wishes to clarify the meaning an
these Performance Standards in order to facilitate effective implementat
Growth Management Program, as shown on Exhibit “8” attached;
NOW, THEREFORE, BE IT RESOLVED by the City Council of
Carlsbad, California, as follows:
1. This resolution supersedes Resolution No. 8796 with resp
Performance Standards for City Administrative Facilities, Li
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Parks. The Performance Standards for all other facilities shall r(
stated in Resolution No. 8796.
For City Administrative Facilities the Performance Standard is arr
read “1,500 sq. ft. per 1,000 population must be schec
construction within a five year period or prior to construction
dwelling units, beginning at the time the need is first identified.”
For Library the Performance Standard is amended to read “ 800
1,000 population must be scheduled for construction within a
period or prior to construction of 6,250 dwelling units, beginnii
time the need is first identified.”
For Parks the Performance Standard is amended to read “ 3
Community Park or Special Use Area per 1,000 population withir
District must be scheduled for construction within a five year
prior to construction of 1,562 dwelling units within the Par1
beginning at the time the need is first identified.”
2.
3.
4.
PASSED, APPROVED AND ADOPTED at a Regular Meeting c
Council of the City of Carlsbad on the 22nd dayof APRIL
by the following vote, to wit:
AYES: Council Members Lewis, Finnila, Nygaard, Kulchin,
NOES: None
ABSENT: None
ATTEST:
I
ALETHA L. RAUTENKRANZ, city clert
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RESOLUTION NO. 97-435
A RESOLUTION OF THE CITY COUNCIL OF THE GIN OF
CARLSBAD, CALIFORNIA AMENDING THE CITYWIDE
FACILITIES AND IMPROVEMENTS PLAN TO CLARIFY
THE PERFORMANCE STANDARDS FOR CITY
ADMINISTRATIVE FACILITIES, LIBRARY, AND PARKS
AND AMENDING THE HOUSEHOLD SIZE FACTOR FOR
CALCULATING POPULATION EST1 MATES
WHEREAS, on September 23, 1986, the City Council approved R
No. 8797 adopting the Citywide Facilities and Improvements Plan which inc
Performance Standards for all public facilities addressed in the Growth Mat
Plan; and
WHEREAS, by separate resolution the City Council has am€
Performance Standards for City Administrative Facilities, Library, and Parks;
WHEREAS, it is necessary to amend the Citywide Plan to be i
with the new Performance Standards for City Administrative Facilities, Lit:
Parks; and
WHEREAS, the Citywide Plan utilized the household size facto
to calculate population estimates for purposes of the Performance Standarc
Administrative Facilities, Library, and Parks; and
WHEREAS, the City Council has determined that a more
household size factor is 2.3178 which is derived from the total populatior
number of dwelling units as reported by the 1990 federal census; and
WHEREAS, the City Council wishes to amend the Citywide Pla
the household size factor of 2.3178.
NOW, THEREFORE, BE IT RESOLVED by the City Council of
Carlsbad as follows:
I.
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1. That pages 6 and IO of the Citywide Facilities and Improvements
hereby amended to reflect the household size figure of 2.3178
per dwelling unit for purposes of estimating population;
That page 14 of the Citywide Facilities and Improvements Plan 2.
4
5
amended to include additional text which is attached hereto as
and made a part hereof;
That pages 16, 23, and 33 of the Citywide Facilities and Imprc 3.
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Plan are hereby amended to incorporate the revised Per
Standards for City Administrative Facilities, Library, and Parks.
PASSED, APPROVED AND ADOPTED at a Regular Meeting of
Council of the City of Carlsbad on the 22nd day of April 195
following vote, to wit:
AYES: Council Members Lewis, Finnila, Nygaard, Kulchin,
NOES: None
ABSENT: None
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ATTEST:
A-
ALETHA L. RAUTENKRANZ, City Clerk )
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EXHIBIT “A TO RESOLUTION NO. 97-43
Performance Standards for Citv Administrative Facilities, Library, and Parks’
The Performance Standards for City Administrative Facilities, Library, and Par1
indicate that improvements must be “scheduled for construction within a five year peric
or prior to construction of 6,250 dwelling units.” This section is intended to provic
further clarification regarding what these Performance Standards mean and how thi
are to be applied.
In developing the Performance Standards contained in this plan, staff projected that l
average of 1,250 dwelling units per year would be constructed after 1986. Therefoi
for purposes of City Administrative Facilities and Library the “five year period”
intended to mean the amount of residential development equal to 1,250 dwelling un
per year for five years, or a total of 6,250 dwelling units. The counting years or un
begins at the point in time that the demand for the facility first exceeds the supply.
Because Parks are addressed on the basis of Park District which coincide with the fc
quadrants of the City, it is assumed that the 1,250 dwelling units per year are spre
equally among the four quadrants. This yields 312.5 dwelling units per quadrant F
year, which is rounded downward to 31 2 dwelling units. Therefore, the “five year peric
for Parks is intended to means the amount of residential development equal to 3
dwelling units per year for five years, or a total of 1,560 dwelling units within a P:
District. The counting years or units begins at the point in time that the demand for t
facility first exceeds the supply.
For all three of these facilities, the phrase “scheduled for construction” means that t
improvements needed to meet the demand have been designed, that a site has be
selected and has been acquired or is being acquired, and that a financing plan
construction of the facility has been approved by the City Council.
’ This section was included in the Citywide Facilities and Improvements Plan by an amendmc
approved on [date] by City Council Resolution No.
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RESOLUTION NO. 9 7 - 43 6
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA DISBANDING THE CITIZENS
COMMITTEE TO STUDY GROWTH
WHEREAS, the City Council established the Citizens Committee
Growth in 1986 by Resolution No. 8443; and
WHEREAS, the purpose of the committee was to oversee 1
implementation of the Growth Management Program; and
WHEREAS, the Citizens Committee to Study Growth has fc
purpose and completed its mission in an exemplary manner that has UF
highest standards of the Growth Management Program; and
WHEREAS, the City Council finds that the Growth Management
is functioning well and meeting its objectives: and
WHEREAS, the City Council finds that effective monitoring of tt-
Management Program is being carried out by the Planning Commission
Council in a number of ways including monthly Status Reports from sta
Traffic Monitoring Reports, review of new Local Facilities Manageme
Financing Plans and amendments to previously approved plans, an(
Management analyses included in the staff reports for individual de\
projects; and
WHEREAS, the City Council finds that there are sufficient othe
for public involvement in the Growth Management Program, particularly tt
public hearing process related to individual development projects; and
WHEREAS, the City Council finds that in view of the recitals sta
there is no longer a need for a standing committee devoted to th
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Management Program.
NOW, THEREFORE, BE IT HEREBY RESOLVED by the City C
the City of Carlsbad, California as follows:
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That the above recitations are true and correct.
That the Citizens Committee to Study Growth is hereby disban
the appreciation of the City Council to all present and former me
the committee for their time and effort devoted to preserving the
life in the City of Carlsbad.
PASSED, APPROVED AND ADOPTED at a Regular Meeting oi
Council of the City of Carlsbad on the 22nd day of April 199
following vote, to wit:
AYES: Council Members Lewis, Finnila, Nygaard, Kulchin,
NOES: None
ABSENT: None
ATTEST:
AL%;iiiA
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RESOLUTION NO. 97-437
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA AMENDING EXISTING CITY
COUNCIL POLICY NO. 43 WHICH ESTABLISHED
FORMAL PROCEDURAL GUIDELINES FOR ALLOCATION
OF “EXCESS” DWELLING UNITS UNDER THE DWELLING
UNIT LIMITATION OF THE GROWTH MANAGEMENT
PLAN
WHEREAS, the City of Carlsbad Growth Management Plan in
Dwelling Unit Limitation; and
WHEREAS, in order to ensure compliance with the Dwel
Limitation, the City established Growth Management Control Points within ea
General Plan residential density ranges; and
WHEREAS, if a project is approved with a density below what
permitted by the Growth Management Control Points; which has occurred
projects in the past ten years, the “excess” residential units are reserved by
and
WHEREAS, guidelines far priority use or allocation of excess
units are contained in City Council Policy No. 43 adopted by the Council in 19s
WHEREAS, the City Council believes that some refinemen
Council Policy No. 43 having to do with the priority use of excess units is war
shown on Exhibit “A attached;
NOW, THEREFORE, BE IT RESOLVED by the City Council of
Carlsbad, California as follows:
1.
2.
That the above recitations are true and correct.
That the City Council amends Policy No. 43 to refine the prio
excess dwelling units according to Exhibit “A” attached hereto a
part hereof.
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PASSED, APPROVED AND ADOPTED at a Regular Meeting of 1
1997, t Council of the City of Carlsbad on the 22nd day of April
following vote, to wit:
AYES: Council Members Lewis y Finnila y Nygaard, Kulchin,
NOES: None
ABSENT: None
cmU~g~.’?L~\/bls, Mi&%- w
ATTEST:
ALETHA L. RAUTENKRANZ, City Cledk
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€XI e 0
CITY OF CARLSBAD
GROWTH MANAGEMENT PLAN
TEN YEAR ANNIVERSARY REPORT
1986 = 1996
Prepared bl
Michael J. Holzmiller, Planning Direct0
Don Rideout, Senior Management Analys
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Table of Contents
Introduction ................................................................................................................. 1
Chronology of Development ofthe Growth Management Program ....................... 1
Major Accomplishments ............................................................................................ L c
Provision of Public Facilities ..................................................................................... 3
Financing Programs ................................................................................................. 4
Land Use Planning Enhancements .......................................................................... 7
Proposed UpdatedRefinements of Plan .................................................................. a
General Clean-up Revisions to Growth Management Ordinance.. ... , .................... , , . 8
Technical Changes to Growth Management Ordinance ........................................... 9
Proposed Revisions of Performance Standards for City Administrative Facilities,
Library, and Parks .............................................................................................. 1 C
Citizens Committee to Study Growth ...................................................................... 13
Residential Dwelling Unit Limitation ....................................................................... 14
Citywide Residential Use ........................................................................................ 15
Quadrant Residential Use ...................................................................................... 15
Summary ................................................................................................................... 17
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A. INTRODUCTION
Ten years ago, the City of Carlsbad enacted its Growth Management Plan. The Grow
Management Plan changed the way the City operated with respect to physical grow
and the approval and implementation of public and private development projects. Tt-
Plan requires that public facilities and services be provided concurrently with ne
growth and development according to adopted facility and service performanc
standards. Unless these performance standards are met, no new growth ar
development can occur. The Plan also established a limitation on the maximu
number of future residential dwelling units that could be built in the City; both Citywic
and by quadrant of the City. The Growth Management Plan as well as the dwelling ut
limitation was voted on and ratified by the citizens of Carlsbad in the election
November 1986. The Plan cannot be deleted or the dwelling unit limitation exceedc
without a subsequent vote of the citizens.
Much has been accomplished as a result of the Growth Management Plan. Citizer
and decision makers rely on it to ensure that growth in the City is well manage
Applicants and developers know that they must comply with the Plan in order to ha\
their projects approved. The Plan has received considerable recognition and has w(
numerous awards for its approach to managing growth, including a national award f
innovation from Rutgers University, a statewide award of excellence from the League
California Cities, a San Diego County regional “orchid” award for comprehensb
planning and several American Planning Association awards. A recent editorial in tt
North County Times referenced the Growth Management Plan as “arguably the mo
significant accomplishment in Carlsbad in the past 10 years.”
The primary purpose of this 10 year anniversary report is to summarize and to celebra
the accomplishments which have resulted directly or indirectly from the implementatic
of the Growth Management Plan. Much has been accomplished in terms of providir
for adequate public facility and services, in the way facilities and services are financc
and in the overall way planning for future growth and development is done.
secondary purpose of the report is to determine whether any minor refinements to tt
implementation of the Plan should be enacted based on ten years of experience wi
the Plan. Staff is recommending some minor implementation refinements, howev
based on the City’s decade of experience with the Plan, staff believes that it
completely accomplishing what it was intended to do and that no major refinements
implementation changes are necessary or desirable. Finally, this report concludes wi
a discussion of the Dwelling Unit Limitation portion of the Growth Management Plan.
B. CHRONOLOGY OF DEVELOPMENT OF THE GROWTH MANAGEMEb
PROGRAM
The origins of Growth Management in Carlsbad go back to the mid 1970s. At that tim
the City’s General Plan contained a Public Facilities Element which generally called f
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maintaining adequate public facilities as the City grew. However, it contained r
standards or implementing mechanisms.
In 1979 the City Council adopted Policy Statement No. 17 regarding Requiremen
Necessary to Satisfy the Public Facilities Element of the General Plan. The polic
stated that public facilities were adequate to serve existing development but not ar
new development unless new revenue could be generated to finance the need€
facilities. This finding served in part as the basis for adopting the Public Facilities Fee.
In 1982, the concept took a step forward with the adoption of City Council Polic
Statement No. 32 which established a Public Facilities Management System (PFMS
The purpose of the PFMS was to monitor the adequacy of public facilities and provid
informational reports to the City Council. This information was useful to the City I
making decisions on development, but it stopped short of making adequate facilities
precondition to development.
In April 1984 as concern regarding growth intensified, the City Council amended Polic
Statement No. 17 to strengthen its requirements. That action was followed by Cii
Council appointment of a Citizens Committee for the Review of the Land Use Elemer
of the Carlsbad General Plan. The Citizens Committee delivered its report in July 198:
The report contained numerous recommendations relating to density, open space, par
facilities, the beach area, and other issues. Among its recommendations were tw
which called for “managing growth to ensure timely provision of adequate publi
services” and expansion of the PFMS “to ensure that all public improvements, facilities
and services are in place in all portions of the city when they are needed.”
These recommendations from the Citizens Committee struck a responsive chord wit
the City Council, and rapid changes ensued. Within a month following the Citizen
Committee’s report, the City Council adopted Emergency Ordinance No. 9766 whicl
required all new projects to comply with the recommendations of the Citizen!
Committee. In December 1985, the City Council approved a General Plan Amendmen
which reduced all residential density ranges as recommended by the Citizen:
Committee. In January 1986, the City Council approved staffs work program fo
preparing the new Growth Management Plan. Also in January 1986, the City Counc
adopted Ordinance No. 9721 which placed a 6 month moratorium on the acceptance c
new development applications and placed a hold on those previously approved.
For the next 6 months, staff worked on drafting the Growth Management Ordinance. 11
June 1986, Ordinance 9810 was approved as an emergency measure. In Julg
Ordinance 9808 was approved to permanently enact the Growth Management Plan. Ir
September 1986, the City Council approved the Citywide Facilities and Improvement:
Plan which established the Performance Standards and provided other detail:
regarding implementation of the ordinance.
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On November 4, 1986, the voters of Carlsbad approved Proposition E, thus locking
the key provisions of Growth Management. Ordinance 9829 was subsequently adoptc
to specifically add the provisions of Proposition E to the Growth Manageme
0 rd i n an ce.
C. MAJOR ACCOMPLISHMENTS
This section of the report lists or describes some of the major accomplishments whil
have occurred directly or indirectly as a result of the implementation of the Grow
Management Plan. Three categories of accomplishments are identified: Provisions 1
Public Facilities, Financing Programs, and Land Use Planning Enhancement
Although some of these accomplishments may perhaps have occurred without tk
enactment of the Growth Management Plan, their timing, their scope and their level
attention was dramatically affected as a result of the implementation of the Plan.
1. Provision of Public Facilities
Library
0 South Carlsbad Library site acquired, designed and financed
Parks Projects
0 Calavera Hills Park Phase II constructed
0 Poinsettia Park under construction
0 Carrillo Park land dedicated and Master Planning underway
0 Alga Norte Park site selected and secured through agreements
0 Zone 19 Park site dedicated and financing provided
0 Veterans Memorial Park financing provided
Circulation Improvements
0 New 1-5 freeway Interchanges at Palomar Airport Road and Poinsettia Lar
constructed. Interchange at La Costa Avenue is under construction
0 Palomar Airport Road widened from 1-5 to eastern City Limit
0 Portions of El Camino Real widened
0 Improvements made to Carlsbad Village Drive at 1-5 onramps and offramps
0 Expansion of La Costa Avenue and El Camino Real intersection
0 Alga Road constructed from Poinsettia Lane to El Camino Real
0 Avenida Encinas constructed from Palomar Airport Road to Poinsettia Lane an
from Windrose Circle to Carlsbad Boulevard
0 Annual traffic/circulation monitoring reports prepared
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Fire Stations
0 Fire Station No. 3 relocated
0 Fire Station No. 4 constructed
0 Fire Station No. 5 constructed
0 Interim Fire Station No. 6 in operation and site for permanent station acquired
Open Space
0 Open Space and Conservation Resource Management Plan and Trails Progra
adopted
0 Significant improvement in quality of open space dedicated by projects
Schools
0 Aviara Oaks School constructed by Carlsbad Unified School District
0 Oliven hain Pioneer School constructed by Encinitas Union School District
0 La Costa Canyon High School Constructed by San Dieguito High School Distric
0 Other school sites acquired or reserved in Arroyo La Costa, Carrillo Ranc
Calavera Hills, and Zone 20
0 Numerous mitigation agreements signed between school districts ar
developers
Drainaqe, Sewer and Water
0 Sewer Master Plan adopted
0 Potable water and reclaimed water master plans adopted
0 Drainage Master Plan adopted
0 Encina Phase IV Expansion constructed
0 Lining and covering of Maerkle Reservoir under construction
0 Twin “D” tanks constructed
0 Reclaimed water lines constructed to serve Aviara development.
2, Financing Programs
Consistent with Growth Management’s focus on adequacy of public facilities, it ha
been important for the City to carefully examine the available options for financin
construction of needed facilities. Developer fees had been used by the City prior 1
Growth Management. These fees were reviewed and revised where necessary to mec
the new Performance Standards.
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Traffic Impact Fee. In April 1986, prior to the formal adoption of Growth Managemer
a Traffic Impact Fee was adopted for the La Costa portion of the City. In July 1986, th
fee was extended to include the remainder of the City. The fee was reviewed ar
updated in 1991.
Bridge and Thoroughfare Benefit District No. 1. The Traffic Impact Fee did n
address improvements needed to the 1-5 Freeway and its interchanges. A differe
financing mechanism was needed for these facilities. In August 1986, the City Counc
adopted the Bridge and Thoroughfare Benefit District which established a specialize
fee program for improving three 1-5 freeway interchanges, specifically Palomar Airpc
Road, Poinsettia Lane, and La Costa Avenue.
Cannon Road West Fee Program. The City is considering a localized fee program
facilitate construction of Cannon Road from Car Country Drive to El Camino Real. Th
fee will involve only development in Zones 8, 13, and 24.
Bridge and Thoroughfare Benefit District No. 2. Similar to the Cannon Road We
fee program, this fee district is intended to fund Poinsettia Lane from Aviara Parkway
El Camino Real. It will involve only Zones 19, 20, and 21.
Rancho Santa Fe Road Financing. Many years of effort have gone into developing
financing program for the widening and realignment of Rancho Santa Fe Road. Tt
present financing plan calls for eventual formation of a Community Facilities Distric
Prior to formation of that district, the City Council has allowed developers in Zones
11, and 12 to enter into “prepayment” agreements which function much like a fc
program.
Public Facilities Fee. In 1979 the City adopted a Public Facilities Fee to provic
funding for construction of future parks, library facilities, fire stations, and other neede
facilities. In January 1986 as the Growth Management Plan was being drafted, it w:
recognized that the fee might need to be increased in order to meet the new high
standards. All projects approved after January 1986 were required to sign i
agreement to pay any increase in the PFF. In July 1987, after extensive review
facility needs, the City Council increased the PFF to its current level.
Park In-Lieu Fee. The Quimby Act in state law authorizes cities and counties
require residential subdivisions to either dedicate land for park purposes or pay a fee
lieu of dedication. The City of Carlsbad has utilized this mechanism for obtaining pa
land since 1975. Larger subdivisions are required to dedicate land. Smaller subdivisioi
pay the in-lieu fee which is based on what it would cost the City to buy land for pa
purposes. Funds for construction of park improvements come from PFF.
Industrial Recreation Fee. The City Council recognized that the park requiremen
described above apply only to residential subdivisions. However, the large industr
parks in the center of the City create demand for recreational facilities. In 1987 the C
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commissioned a study of the need for recreational facilities to serve the employees
the industrial corridor. The study confirmed that a significant need exists at
recommended that a fee be established to construct recreational facilities within tt
industrial area. That fee was set at $0.40 per square foot of building area for all ne
development in specified zones.
Community Facilities District No. 1. Although the new and increased fec
represented significant progress toward funding necessary public improvements, tl
City Council and staff recognized that fees alone could not ensure that there would I
adequate financing to construct certain facilities when required according to the nc
Growth Management standards. The difficulty with fees is that it could take many yea
to generate sufficient fee revenue to construct a major facility such as a new par
Under Growth Management, it may become necessary to construct such a facili
before the fee program has raised adequate revenue to pay for it.
To overcome this shortcoming of fee programs, it was necessary to consider some for
of debt financing. The program eventually selected was the Mello-Roos Communi
Facilities District as authorized in state law. In 1991 Community Facilities District No.
was formed. Over $1 00 million in needed public facility improvements were identified
be financed by the district. All of these improvements were previously included in or
of the existing fee programs.
Community Facilities District No. 1 overcomes the problem of fee programs becau:
bonds can be issued to fund large construction projects. The bonds are repaid fro1
special taxes levied on undeveloped land in designated portions of the City. Th
property owners in the designated areas voted to establish the district and to ts
themselves according to a stated formula.
Thus far, Community Facilities District No. I has assisted in the financing of the thre
freeway interchanges that were previously included in the Bridge and Thoroughfat
Benefit District. The next project to be funded by the district will be the South Carlsbs
Library which is slated to begin construction in 1997.
Capital Improvement Program. As a result of the planning and financing informatic
generated by the Growth Management Program, the process used by the City .
budget for capital improvements and infrastructure was enhanced dramaticall
Compliance with the Growth Management standards has become one of the ke
elements in preparing the annual Capital Improvement Program (CIP). Also, the scop
of information generated by the Growth Management Plan allowed the City to prepare
“buildout” CIP rather than the normal and previously prepared 5 year CIP.
Future Review of Fee Programs. From time to time, the capital fee program
described above may need to be reviewed to ensure that the goals of the program w
be met and that the amounts being levied are reasonable and appropriate. The revie
should examine capital facilities to be constructed and their estimated cost, the typ
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and amount of development subject to the fee, and the projected flow of revenues ov
time. Such a review is beyond the scope of this Ten Year Anniversary Rep0
However, a consultant is currently assisting staff with a review of processing fees.
similar review of capital fees could be undertaken as a follow-up action to this report.
3. Land Use Planning Enhancements
The Growth Management Plan divided the City into 25 planning areas or “LOC
Facilities Management Zones.” The Plan required that a Zone Plan be prepared at
approved before any additional growth or development was permitted in any of tl
Zones. The Zone Plan was required to show how the Performance Standards fl
facilities and services would be complied with at all times as new growth occurred.
order to prepare a Zone Plan, it was necessary to generate comprehensive up-fro
planning information. In the past, this information was never available to the city, at th
level of scope and detail, until development proposals were actually being submitted
that particular area of the city. The required information included buildout projection
projected timing and phasing of development activity and a constraints analysis
identify all environmentally sensitive lands. With this information, not only was
possible to prepare the Zone Plans but it greatly enhanced staff and the proper
owners ability to plan for the area and to more comprehensively review subseque
development proposals.
Of the 25 Local Facilities Management Zones, 22 have adopted Zone Plans. The plat
for Zones 1 through 6 were prepared by City staff because these are infill zones an
there was no lead developer to take responsibility for preparation of the plan. For th
remaining zones, preparation of the Zone Plan has been the responsibility of th
property owners and developers within the zone. The 3 zones without approved Zon
Plans will be addressed when the property owners in those zones are ready to proceec
Typically, the largest property owners in a zone have taken the lead in starting the Zon
Plan process. In most cases, they have retained the help of planning consultants 1
draft the Zone Plan document and to work with City staff in refining it. When ready fc
approval, the Zone Plans have been adopted after public hearings before the Plannir
Commission and City Council.
A key element in many Zone Plans has been the Financing section of the documer
The handling of this section has undergone some evolution since the beginning of th
program. The original intent was to have a complete and highly detailed Financin
and 12 were being processed, the financing for Rancho Santa Fe Road was st
unresolved, and it was recognized that finalizing the road plan could take significar
time. In the meantime, the lack of an approved Zone Plan prevented property ownei
from processing any entitlements. To resolve this situation, it was decided to approv
the Zone Plan with a fairly general Financing section, to be followed by a detaile
Financing Plan for Rancho Santa Fe Road prior to allowing any development to occur.
section in each Zone Plan when it is adopted. However, when the plans for Zones 1
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The precedent of allowing a Zone Plan to be approved subject to approval of
subsequent Financing Plan was followed by several subsequent Zone Plans, includir
Zones 7, 8, 9, 14, 15, 18, 20, 22, and 24. These Zones, with the exception of Zone 1
and 15, have satisfied the requirement for a detailed Financing Plan. Zones 14 and 1
are currently working on their Financing Plans and are expected to submit them to tl-
City within the next year.
For Zone Plans approved after September 1991, the Zone Plan has been required
contain a full and complete Financing section. This applies to Zones 13, 16, 21 , ar
23. In all cases, no development in any zone has been allowed until the Financing PI:
for that zone has been approved.
With the information that has been generated from all the Zone Plans, staff is now ab
to make very detailed planning projections for the whole city with respect to estimate
yearly development activity, estimated buildout of the city or portions of the city ar
estimated need for future public facilities and services. Because of the environment
information required in the Zone Plans, the city has also been able to better plan 5
open space and the protection of sensitive natural resources.
Overall, staff believes that as a result of the implementation of the Growth Manageme
Plan, the city has access to planning information that is unequaled by most cities ar
process in the City of Carlsbad.
that this results in a much more comprehensive and sophisticated land use plannir
D. PROPOSED UPDATEWREFINEMENTS OF PLAN
As outlined in the preceding sections of this report, the Growth Management Program
functioning well and meeting all of its stated objectives. The program should contini
to be implemented as it has been over the past ten years with no major change
However, ten years of experience with the plan have shown some areas where clea
up and fine-tuning of the enabling ordinance and resolutions would result in improve
efficiency and clarity in the administration of Growth Management. At this ten ye
point in the program it is an opportune time to adopt these minor revisions so that tt
program can continue on to buildout of the City in the most effective manner possible.
The following is a description of the minor amendments that are recommended by stai
1. General Clean-up Revisions to Growth Manaqement Ordinance
Numerous minor clean-up changes are recommended to the Grovl
Management Ordinance (Sec. 21.90 of the Carlsbad Municipal Code). Most
these are because they are no longer needed or applicable. These revisio
include:
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the addition of wording indicating that the Citywide Facilities an
Improvements Plan was adopted by the City Council
deleting the exemption for certain projects approved prior to Growl
Management
0 deleting the section allowing processing of the Master Plans for Aviara ar
the Batiquitos Lagoon Educational Park prior to approval of Local Facilitic
Management Plans
0 deleting the sections dealing with tolling of tentative maps
deleting the section dealing with issuance of building permits during tt-
temporary moratorium
0 miscellaneous changes to correct missing, misspelled, or incorrectly USE
words, to clarify the meaning of ambiguities, or to reflect actions taken by tf-
City since 1986.
2. Technical Chanqes to Growth Management Ordinance
Several more technical changes are also recommended to the Grow
Management Ordinance. These changes include:
0 A section has been added describing the “excess dwelling unit bank which
administered according to City Council Policy No. 43
0 A section has been added describing Comm,unity Facilities District No. 1 ar
other special financing districts, and making participation in such districts
requirement for development when made a condition of approval of a Zor
Plan or individual project
0 Section 21.90.080 regarding the Performance Standards has been modific
to clarify that the Standards have already been adopted by resolution and
describe under what circumstances the City Council may find that
Performance Standard is met by means of a financial guarantee for a facilit)
0 Sections 21.90.090 and 21.90.110 are amended to add Open Space at
Schools to the list of facilities addressed by the Citywide Plan and LOC
Facilities Management Plans
0 Section 21.90.1 lO(2) is amended to delete the requirement for a market da
and cash flow analysis and to reiterate the concept of a financial guarantc
for facility improvements
0 Section 21.90.1 1 O(4) is amended to reiterate the requirement to participate
special financing districts if necessary to provide facilities to ser
development
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Section 21.90.125 regarding the schedule for processing a Local Facilitie
Management Plan is amended to be consistent with the state perm
streamlining act
0 Section 21.90.130 is amended to clarify the actions to be taken in case of 6
actual or anticipated facility shortfall.
3. Proposed Revision of Performance Standards for Citv Administrative Facilitie
Library, and Parks
Because some of the Growth Management Performance Standards are stated in tern
of population, it is important to have a reasonably accurate and reliable method fi
estimating the amount of population increase in the City due to new development. Tt-
most accurate method of estimating population is to conduct a census, an actual cou
of the population. The City of Carlsbad, like most cities, relies on the decennial feder
census as the most accurate available information regarding population.
For the years between the federal census, the California Department of Financ
estimating method is not based on a count of persons but rather is calculated t
applying a household size factor to the number of new dwelling units constructed durir
the preceding year.
persons per dwelling unit for all housing types. Using household size to estima
population works well for Growth Management because it allows the application of tt
population based Performance Standards to each dwelling unit that is constructed.
However, the Department of Finance estimate has some drawbacks. In particular, tt
Department of Finance method for calculating household size is a complex formula th
estimates how many dwelling units are vacant and how much of the population
housed in institutional settings that are not considered dwelling units. As a result tt
Department of Finance numbers for household size typically changes slightly eac
year. Despite these drawbacks, the State Department of Finance data was the be
available information for estimating the population of Carlsbad in 1986.
When the Growth Management Plan was being drafted, the Department of Finani
stated that the average household size in Carlsbad for 1986 was 2.471 persons p
dwelling unit and that the total population of the City was 52,190. The Citywic
Facilities and Improvements Plan used these figures to estimate current and futu
demand for those Performance Standards that are based on population. For Grow
Management purposes, it is important to have a stable number for household size I
that calculations of facility demands will remain consistent from year to year. Therefor
the Citywide Plan stated that the household size of 2.471 persons per dwelling u
would be used for future years, even though the Department of Finance figures 1
future years would probably vary.
provides cities with an estimate of population increase. The Department of Finance
The household size factor is simply the average number
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In April 1990 a new federal census was taken. Final data from that census was mac
available in mid-1991. It showed a total Carlsbad population of 62,126 and a total 1
27,235 dwelling units. City staff had calculated a total of 27,244 dwelling units as
January 1, 1990, a difference of only 9 units from the census figure. This differenc
could be explained by the fact that Growth Management counts each unit when tk
building permit is issued, while the census counts only completed units. This clo$
consistency between federal census figures and City figures validated Grow
Management's monitoring of new development activity.
With regard to population and household size, the federal census used a methodolo!
similar to the State Department of Finance. Vacant dwelling units and institution
population were not considered in the calculation. Thus it was not surprising that tt
federal census stated a household size of 2.472 for Carlsbad in 1990. Grow
Management staff viewed the issue of household size differently, preferring the simp1
and more straightforward method of dividing total population by total number of dwellir
units. This approach is based on the concept that all existing dwelling units can t:
occupied, even though some are currently vacant, and all population contributes towa
the demand for public facilities, even though some are housed in institutional settings.
The result of the Growth Management calculation of household size was 2.31i
persons per dwelling unit. Although this is significantly different from the figure used
the Citywide Plan, staff believes it is a more accurate representation of the actu
average household size in Carlsbad. In late 1991 a five year Growth Manageme
Monitoring Report was prepared, and the new household size figure was included
that report as a recommended change. The City Council approved the change, and
number of dwelling units existing in Carlsbad is 29,883. Using the new figure f
household size, the population of Carlsbad as of November 30, 1996 is estimated to t
69,263.
In 1991 the Citywide Pian was not amended to reflect the change in household siz
This was an oversight which should be corrected as part of the present Ten Ye
Anniversary Report. A resolution has been prepared amending the Citywide Facilitif
and Improvements Plan to reflect the household size figure of 2.3178 persons p
dwelling unit for purposes of estimating population for Growth Management.
When the Growth Management Program was being developed, it was recognized th
certain facilities could be constructed incrementally while others must be constructed l
at once. For example, certain streets or drainage facilities can be constructed
relatively small increments to serve a particular development project. These types
improvements can be made conditions of approval of a development project, and tl
improvement can be required to be constructed concurrent with that development.
has been used for calculating population since then. As of November 30, 1996, tt
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Year
Units
Issued
‘86 ‘87 ‘88 ‘89 ‘90 ‘91 ‘92 ‘93 ‘94 ‘95 ‘9
(2 mos)
166 659 365 348 540 203 52 135 483 612 6;
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Facilities, Library, and Parks is significantly less than what was anticipated when thl
Citywide Plan was written. In view of this change to one of the fundament;
assumptions of the Citywide Plan, it is appropriate to amend those three Performanc
Standards at this time to provide a clarification of the intent of the “five year period.”
In conclusion, staff recommends modifying the Performance Standards for Cit
Administrative Facilities, Library, and Parks. A resolution has been prepared amendin
the Performance Standards for City Administrative Facilities and Library to state th:
construction of facilities is required “within a five year period or prior to construction c
6,250 dwelling units, beginning at the time the need is first identified.” Because Park
are addressed on a Park District or Quadrant basis, the 6,250 units are divided equal1
among the four Quadrants. The Performance Standard for Parks would therefore b
amended to read “within a five year period or prior to construction of 1,562 dwellin
units within the Park District.. .” A separate resolution has also been prepare
amending the Citywide Plan to include an explanation of the change in these thre
Performance Standards.
4.
The Growth Management Ordinance and Proposition E did not include provisions for
special citizens committee to address growth issues. However, as an adjunct ’
establishment of the Growth Management Program, the City Council established tt-
Citizens Committee to Study Growth in March 1986 by Resolution No. 8443. Tt-
stated purpose of the committee was to provide independent oversight of the initi
implementation of the Growth Management Plan. The committee was to consist of tu
members of the Planning Commission and five members from the general publi
Procedures were adopted for the committee’s operation.
The committee experienced some difficulties in getting started. Although tb
procedures stated that monthly meetings would be held, the City Council noted that r
meetings had been held as of December 1987. The Council discussed whether tt
committee was still needed. It was decided to make another attempt to convene tt
committee and have it meet for one year, at the end of which the need for ti
committee would be reevaluated.
The first meeting of the committee was held in April 1988, and they met montt
through January 1989. A report was produced including a variety of recommendatior
One of the recommendations addressed the future of the committee as follows: “It w
reconvene twice a year and receive quarterly reports to maintain an independent revif
of the City’s Growth Management Plan, to review growth patterns, to ensL
compliance with Proposition E, and to be available at any time during the year
convene to review and address a new concern or issue arising as a result of growt
The City Council received the committee’s report in February 1989, and t
recommendation regarding the future of the committee was approved.
Citizens Committee to Study Growth
recommended that a Citizens Committee to Study Growth be an ongoing committee
13
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Subsequently, the committee met several times. However, the concept of meetin
twice per year has proven to be problematic. Because the committee does not have a
established meeting schedule, it is difficult to arrange meetings which ca
accommodate all of the members, especially when the members are busy people wii
other responsibilities. It is difficult to sustain members' level of motivation and intere
in.the committee. The last attempt to hold a meeting was in August 1992. At that tin-
a quorum was not present and no official meeting was held. The membership of tt-
Committee has been reduced through attrition, and no new members have be€
appointed for several years.
Staff believes that there was a need for the Citizens Committee in the early years of tt-
Growth Management program, but that need no longer exists. The Grow
Management Program is functioning smoothly and is meeting its objectives. Citize
involvement in Growth Management is being accomplished in a number of way
Growth Management is discussed at every City Council Quadrant Meeting. A month
report on development activity is produced by staff. Virtually every approval of
development project includes an analysis of Growth Management complianc
Periodically, special public workshops on Growth Management have been held. 1
mentioned elsewhere in this report, there is every indication of a high level of citizc
satisfaction with the job that the City is doing in managing growth.
In conclusion, staff recommends dissolution of the Citizens Committee to Study Growt
and a resolution to this effect has been prepared.
E. RESIDENTIAL DWELLING UNIT LIMITATION
As mentioned previously, the Growth Management Plan also includes a Dwelling Ut
Limitation which was voted on and ratified by the voters. The Dwelling Unit Limitatic
establishes the maximum number of future residential units that can be built citywic
and by quadrant after the enactment of the Growth Management Plan or November
1986. The quadrant limitations for future dwelling units at the time of enactment of ti
Growth Management Plan was as follows:
Northwest Quadrant-
Northeast Quadrant -
Southwest Quadrant
Southeast Quadrant
- 5,844 Dwelling Units - 6,166 Dwelling Units
-1 0,667 Dwelling Units
-1 0,801 Dwelling Units
The City has continued to monitor compliance with the Dwelling Unit Limitation. Bas1
upon the residential development which has occurred in the City over the last ten yea
the following table provides a breakdown of existing dwelling units and future dwelli
units as permitted by the Dwelling Unit Limitation and projected totals for the entire c
and the four quadrants (the numbers are as of January I, 1996).
14
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III
CITYWIDE RESIDENTIAL USE
Number of Residential Units Existing 29,274
1 I1 I96
Number of Future Units Permitted 24,515
Total Residential Units 53,789
QUADRANT RESIDENTIAL USE
NORTHWEST NORTHEAST
Existing Residential 10,664 Existing Residential 4,114
Units Units
Future Residential Units 3,460 Future Residential Units 5,278
Total 14,124 Total 9,392
SOUTHWEST SOUTHEAST
Existing Residential 5,208 Existing Residential 9,288
Units Units
Future Residential Units 7,209 Future Residential Units 8,568
Total 12,417 Total 17,856
In order to ensure compliance with the Dwelling Unit Limitation, the City establish6
Growth Control Points within each of the General Plan residential density ranges. If
project is approved with a density below what would be permitted by the Growth Contr
Points; which has occurred on many projects in the past ten years, the “exces
residential units are reserved by the City. If a project proposes a density above wh
would be permitted by the Growth Control Points, specific findings must be made ar
the additional residential units must be allocated from those previously reserved or wh
is called the “excess dwelling unit bank.” Because the Dwelling Unit Limitation wi
established by quadrants of the City, the excess units must be available in the quadra
in which the project is proposed. As of January 1, 1997, the number of units availab
in the excess dwelling unit bank by quadrant is as follows:
Northwest Quadrant- 1,001 Dwelling Units
Northeast Quadrant - 391 Dwelling Units
Southwest Quadrant 1,448 Dwelling Units
Southeast Quadrant 16 Dwelling Units
TOTAL 2,856
Guidelines for priority use or allocation of excess dwelling units are contained in C
Council Policy No. 43 adopted by the Council in 1990. The highest priority for use
the units is for affordable housing projects and the City has allocated excess units 1
this priority on several occasions. Although allocation of the units for affordak
15
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housing should remain as a top priority, staff believes that other uses mentioned in th Policy should perhaps have equal priority. Also, two other uses of the excess unit
have been the subject of discussions in the last couple of years; sensitive habik
preservation and transit oriented development. Staff is therefore recommending som
refinements to City Council Policy No. 43 having to do with the priority use of units i
the excess dwelling unit bank. A resolution has been prepared to effectuate thes
changes. Specifically, staff would recommend that the section on project eligibility an
priority be changed to read as follows:
“Projects eligible for consideration in order of priority include:
First Priority
1. Housing development for lower-income households where allowable housir:
expenses paid by the qualifying household does not exceed thirty percent (309
of the gross monthly income, adjusted for household size, at eighty perce
(80%) of the county median income.
2. Density transfers, clustering of development and dwelling unit location
adjustments which are proposed in order to preserve larger areas of sensitij
habitat.
lnfill Single Family Subdivisions, that meet all development standards and whe
proposed lot sizes will be equal to or greater than adjacent subdividc
properties.
3.
Second Priority
1. Senior citizen housing as defined by Carlsbad Municipal Code Sectic
21.18.045.
Transit oriented development projects where increased residential density
being placed in close proximity to major transit facilities and commercial supp
services.
Projects with the existing general plan density range that provide, withc
compensation, for some significant public facility not required as part of t
development process.
2.
3.
Third Prioritv
1. Housing development for moderate-income households where allowable housi
expenses paid by the qualifying household does not exceed thirty percent (30
of gross monthly income, adjusted for household size, at 120 percent (120 %)
the county median income.
16
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.J ,L L
2. Projects proposing a zone change from non-residential to residential based upc
the following findings:
a. The property was zoned for other than residential use on July 1986.
b. The property is compatible for residential use without significai
mitigation.
c. The density of the project does not exceed the Growth Managemei
Control Point of any adjacent residential property.”
3. lnfill multi-family projects that meet a// development standards and whel
the resulting density does not exceed adjacent, existing multi-farni
projects.
Application of the priority levels should be based on the total number of excel
units available in a quadrant. The purpose of having three priority levels is
address the issue of having only a minimal number of excess units available in
quadrant at any one patticular point in time. If there are only a minimal number 1
excess units available in a quadrant, then the units should only be used for
First Priority project. Conversely, if there are a substantial number of excej
units available in the quadrant, allocation to a Second or Third Priority project
accep fable.
Regarding the use of excess dwelling units for affordable housing, the intent
this policy is to work in conjunction with and to aid in implementing the prografi
of the Housing Element including the lnclusionaty Housing Ordinance and ti
Density Bonus Ordinance, If a substantial allocation of excess dwelling units a
being requested for affordable housing, the project should then, however, excer
the basic numerical requirements of these ordinances regarding the provision 1
lower income units.
F. SUMMARY
Based on ten years of experience with the Growth Management Pian, staff believ
that it is working well and has accomplished what it was intended to do. Much h
been achieved in terms of providing for adequate public facilities and services, in t
way facilities and services are financed and in the overall way planning for futi
growth and development is done. Although no major revisions to the Plan i
recommended, staff is proposing some minor refinementshpdates and appropri:
resolutions and ordinance amendments have been prepared to effectuate these mir
changes as follows:
I. Proposed amendments to the Growth Management Ordinance (Chapter 21.90
the Carlsbad Municipal Code) to make some technical changes and gene
17
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clean-up revisions. Because Chapter 21.90 is part of the Zoning Code, tt-
proposed amendments must be referred to the Planning Commission for a pub1
hearing and recommendation;
2, A resolution amending the Performance Standards for City Administrati\
Facilities, Library and Parks to clarify the intent of the standard;
3. A resolution amending the Citywide Facilities and Improvements Plan
incorporate the clarification of the Performance Standard for City Administrati!
Facilities and Parks and to amend the household size for calculating populatic
estimates;
A resolution disbanding the Citizens Committee to Study Growth; and
A resolution modifying City Council Policy No. 43 regarding the allocation ar
priority use of excess dwelling units.
4.
5.
18
Caprate OfRa:
2388 Faray &e, sub 120 cerlsbad, CA gaw)8
TeWQ.438.1465 Fax. 818438.2443
mnlnamh:
Rojeet: 4% - /?,I29 6?*&fh fi+b&>/
93.v- 4987 Fax I+:
Pages: L
I
0 e Y 4-
Hofman Planning
AssociUt@s
' 0 b 0
Planning ProJect Management Fiscal Analysis
b April 8,1997
TO: City Councilmembers
FROM: Bill Hofinm
SUBJECT:
Overall, the Growth Management Plan 10 Year Report is well done and a testimony to the fine work of the City staff and City Council in implementing this program over the last 10 years. The
report is suggesting changes to Policy 43 regarding the allocation of excess units to projects,
These changes provide better clarification and 1 would recornend the adoption of these 3
however, I would like to propose that one sentence be reworded to avoid potential COII~~IS~QII in
the he. % sentence is the last sentence ofthe last paragraph of section E on page 17, I would like to propose the following change;
AB # 14,129 - Growth Management Plan 10 Year Report.
"If a substantial allocation of excess dwellig units are being requested pur5suant
to item #1 of tbe First Priority, the project should then exceed the basic
numerical requirements of these ordinances regarding the provision for lower
incomij units."
Thank you for your consideration.
Sincerely,
4cuf Ay-W
Bill Hoiinan
2388 Forodoy Avenue e Suite 120 Curlsbad CA 92008 - (619) 638-1455 Q Fax: (619) 438-2443 I
_c
***END* cx
e a ~ . ’r
Page 1 of
Policy No. 43
Date Issued 4/ 22/97
Effective Date 4 I3 3 I9 7
Cancellation Date
Supersedes No.
CITY OF CARLSBAD
COUNCIL POLICY STATEMENT
General Subject: Proposition E “Excess” Dwelling Unit Allocation
Specific Subject: Formal Procedure Establishing Guidelines for Allocation of Proposition E “Excess” Dwelling Units
Copies to:
PURPOSE
To establish guidelines for allocation of “excess” dwelling units when, following the adoptio
of all residential Local Facilities Management Plans within a quadrant, the Proposition I quadrant cap is greater than the number of dwelling units approved or issued after Novembe 4, 1986, plus the allowable units per the Growth Management Control Points.
STATEMENT OF POLICY
Although it should not be mandatory that excess dwelling units be allocated if they becom
available and it would be desirable to not attain the ultimate residential dwelling unit cap established by the adoption of Proposition E, the following criteria is established to determin
eligibility for consideration of “excess” dwelling unit allocation, subject to the required finding
in Proposition E.
Projects eligible for consideration in order of priority include:
First Priority
1. Housing development for lower-income households where allowable housir expenses paid by the qualifying household does not exceed thirty percent (30%)
the gross monthly income, adjusted for household size, at eighty percent (80%) of tl
county median income.
Density transfers, clustering of development and dwelling unit locationat adjustmen
which are proposed in order to preserve larger areas of sensitive habitat.
lnfill Single Family Subdivisions that meet all development standards and whe proposed lot sizes will be equal to or greater than adjacent subdivided properties.
City Council, City Manager, City Attorney, Department and Division Heads,
Employee Bulletin Boards, Press, File
2.
3.
\\Cltybzll\ryr\USERPAUL\WORDWochmmLI\C WC
t 0 a 1*
Page 2 of 4 .L.
Second Prioritv
1.
2.
3.
Senior citizen housing as defined by Carisbad Municipal Code Section 21.18.045.
Transit oriented development projects where increased residential density is bein! placed in close proximity to major transit facilities and commercial support services.
Projects within the existing general plan density range that provide, withoL
compensation, for some significant public facility not required as part of thi
development process.
Third Prioritv
1. Housing development for moderate income households where allowable housin
expenses paid by these qualifying household does not exceed thirty percent (30%) c gross monthly income, adjusted for household size, at 120 percent (120%) of tt-
county median income.
Projects proposing a zone change from non-residential to residential based upon tt following findings: a. The property was zoned for other than residential use on July 1986.
b. The property is compatible for residential use without significant mitigation.
C. The density of the project does not exceed the Growth Management Contr
Points of any adjacent residential property.
3. lnfill multi-family projects that meet all development standards and where the resultir
2.
density does not exceed adjacent, existing multi-family projects.
Application of the priority levels should be based on the total number of excess uni available in a quadrant. The purpose of having three priority levels is to address the issue
having only a minimal number of excess units available in a quadrant at any one particul point in time. If there are only a minimal number of excess units available in a quadrant, thc
the units should only be used for a First Priority project. Conversely, if there are a substant number of excess units available in the quadrant, allocation to a Second or Third Prior
project is acceptable.
Regarding the use of excess dwelling units for affordable housing, the intent of this policy
to work in conjunction with and to aid in implementing the programs of the Housing Elemt including the lnclusionary Housing Ordinance and the Density Bonus Ordinance. If
substantial allocation of excess dwelling units are being requested pursuant to item no. 1
the First Priority, the project should then, however, exceed the basic numerical requiremei
of these ordinances regarding the provision for lower income units.
\\C,rytull~r\USERSUPA~\WO~~~\C~Ll~ DOC