HomeMy WebLinkAbout2002-06-11; City Council; 16791; Council Policy No. 43 Amendment4
AB# 16,791
MTG. 6-.11-02
DEPT. PLN
CITY OF CARLSBAD - AGENDA BILL m:
CITY COUNCIL POLICY NO. 43 AMENDMENT
EXCESS DWELLING UNIT BANK
DEPT. HD.
CITY ATTY.
CITY MGR a
RECOMMENDED ACTION:
That the City Council ADOPT Resolution No. 2002-174 , REVISING City Council Policy
No. 43 which would 1) reduce the number of existing and future projected excess dwelling units
under the Growth Management Plan to 2,200 units and 2) establish criteria for the use of any of the
excess units.
ITEM EXPLANATION:
As part of the fiscal year 2001-02 goal process, a team was formed and tasked with preparing an
analysis of the Excess Dwelling Unit Bank and the effects of eliminating the excess units. The
analysis included arriving at the number of excess units, the effects on City facility requirements,
particularly those required by standards contained in the City's Growth Management Plan, the
financial implications if the units were eliminated and potential effects on any other city programs.
Staffs analysis has now been completed and is attached to this Agenda Bill as Exhibit "2. Staff will
provide an overview of the analysis at the City Council meeting when this item is considered.
In its report, Staff presented three alternatives for Council consideration: 1) Eliminate the Excess
Dwelling Unit Bank in its entirety, 2) Retain the Excess Dwelling Unit Bank in its entirety, and 3)
Retain a portion of the Excess Dwelling Unit Bank by reserving some of the units for certain city
programs that rely specifically on the excess units to function effectively. The City Council reviewed
Staffs analysis and alternatives at a workshop held on February 20, 2002, and requested staff to
bring forward Alternative No. 3 for formal Council consideration.
Staff has determined that there are presently 4,903 units in the excess dwelling unit bank and that an
additional 1,247 units could be added to the bank in the future for a total of 6,150 units. Alternative
No. 3 proposes to eliminate 3,950 units from the bank but to retain 2,200 existing units for City
programs that are either mandated by other agencies or are part of adopted plans and that rely
heavily on the excess units for implementation. The details of this alternative are contained in the
attached staff analysis.
Staff has reviewed all of the city ordinances, plans and documents that could potentially be affected
by eliminating units from the bank pursuant to Alternative No. 3 and has determined that
implementation can be achieved by a comprehensive revision of existing City Council Policy No. 43
which establishes the guidelines for allocation of excess units. The revised policy would identify the
reduced number of units in the bank and would establish the criteria for allocation of the units to the
city programs that rely on use of the units. The revised policy is provided as an exhibit to the City
Council Resolution for this item. An alternative implementation approach, although more
complicated and time consuming, would be to direct staff to process a formal amendment to the
General Plan to reduce the residential buildout of the city by the number of dwelling units eliminated
from the excess dwelling unit bank. If the Council decides to select this alternate approach, staff
should be directed to return with the necessary documents.
One final item discussed at the previous Council workshop had to do with placing the reduction of
dwelling units on the November 2002 election as a ballot measure. If the City Council wishes to
have this matter voted on by the citizens, your action would be to direct the City Attorney to return with documents for consideration by the Council of a ballot measure for the November 2002 election
to amend the General Plan to reduce the maximum buildout residential units in the City of Carlsbad
I
PAGE 2 OF AGENDA BILL NO. 16,791
by 3,950 units. Alternatively, if the Council wishes to approve the revised Policy No. 43 now but
have it‘s decision ratified by the voters, your action would be to adopt Resolution NO. 2002-174,
City Council of placing a measure on the November 2002 ballot ratifying the action of the City
revising Policy No. 43 and direct the City Attorney to return with documents for consideration by the
Council revising Policy No. 43.
ENVIRONMENTAL:
Amendments to City Council policies which are not related to a specific project are not considered
projects under the California Environmental Quality Act (CEQA) and therefore are exempt from
environmental review (CEQA Section 15378). A Notice of Exemption will be filed once the City
Council takes action. If the City Council decides to place this matter on the November 2002 election
as a ballot measure, staff will analyze whether additional environmental review is warranted.
FISCAL IMPACT:
As described in detail in the report entitled “Analysis of the Excess Dwelling Unit Bank of the Growth
Management Plan”, elimination of excess dwelling units from the Excess Dwelling Unit Bank will not
have any significant fiscal impact on the city.
EXHIBITS:
1. City Council Resolution No. 2002-174 , with Attachment “A - Revised Policy
2. Report - “Analysis of the Excess Dwelling Unit Bank of the Growth Management Plan”
3. Redline/Strikeout Version City Council Policy No. 43.
No. 43
I
<
1(
1’
1:
1:
11
1:
1(
1’
1)
l!
2(
2:
2:
2:
2r
2:
26
27
28
RESOLUTION NO: 2002-174
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CARLSBAD, CALIFORNIA, APPROVING REVISIONS TO CITY
COUNCIL POLICY NO. 43 REGARDING THE NUMBER AND
ALLOCATION OF DWELLING UNITS FROM THE EXCESS
DWELLING UNIT BANK OF THE GROWTH MANAGEMENT
PLAN.
WHEREAS, City Council Poli,cy No. 43 currently contains the Couhcil’s policy
regarding the criteria for allocation of “excess” dwelling units from the Growth Management
~ Plan’s Excess Dwelling Unit Bank; and
WHEREAS, the City Counci! has determined to revise Policy No. 43 to establish
the number of units in the Excess ‘Dwelling Unit Bank and the characteristics a project shall
possess in order to qualify for allocation of excess units; and
dwelling units
projects; and
COPY.
. . ..
. . ..
....
J =?
1
1
L
c
f
,
I
s
1C
11
12
13
14
15
16
17
1E
1s
2c
21
22
23
24
25
26
27
28
PASSED AND ADOPTED at a regular meeting of the City Council of the City of
day of , 2002, by the following vote, to wit:
AYES:
ATTEST:
LORRAINE M. WOOD,
(SEAL)
age 2 of 2 of Resolution No.
2002-174
-2-
\
4
Attachment “A”
”REVISED COUNCIL POLICY 43”
Page 1 of 2
CITY OF CARLSBAD Policy No. 43 Date Issued
Effective Date
Supersedes No. COUNCIL POLICY STATEMENT Cancellation Date
General Subject: Proposition E “Excess” Dwelling
Unit Bank
Specific Subject: Establishing Policy for Number
and Allocation of Proposition E
“Excess” Dwelling Units
Copies to: City Council, City Manager, City Attorney, Department and Division Heads,
EmDloyee Bulletin Boards, Press, File
PURPOSE
To establish the City Council’s policy regarding the number and the criteria for allocation of
“excess” dwelling units which have become available as a result of residential projects being
density control points of the Growth Management Plan approved by voters on November 4,
approved and constructed with less dwelling units than would have been allowed by the
1986, as Proposition E.
NUMBER OF DWELLING UNITS
dwelling units contained in the excess dwelling unit bank. It is the policy of the City Council
It has been determined that as of March 2001, there are 6,150 existing or projected excess
to eliminate 3,950 units from the bank and, as a result, reduce the excess unit bank to 2,200
units.
I STATEMENT OF POLICY
Although it is not mandatory to use the excess dwelling units, the City Council authorizes
consideration of allowing the excess units to be allocated to future “qualifying,” residential
projects. In order to “qualify” for an allocation of excess units, a project shall possess one or
more of the following characteristics:
1. Housing Development for lower-income households where a density increase is
requested pursuant to state law or to implement the city mandated 15% low-income
requirement of the lnclusionary Housing Ordinance.
2. Senior citizen housing.
3. Housing located in the Village Redevelopment Area or the South Carlsbad Coastal
Redevelopment Area.
4. Transit-oriented, “smart growth” development projects where increased residential
density is being placed in close proximity to major transit facilities, employment
5. Projects approved for a land use change from non-residential to residential or projects
opportunities and commercial support services.
6. Single family (R-1) development in an intill area where the existing, specific R-I
containing a mix of residential and non-residential.
zoning of the property allows a slightly higher yield of units than the General Plan designation for the development.
5
Page 2 of 2
The number of excess units allocated to a particular "qualifying" project shall be at the sole
discretion of the city and shall be based on the importance of the characteristic possessed by
the projects or, where a project possesses multiple characteristics, the number and
importance of the characteristics
I
EXHIBIT “2”
ANALYSIS OF THE EXCESS DWELLING UNIT
BANK OF THE GROWTH MANAGEMENT PLAN (GMP)
Backaround and PurDose of Analvsis
As part of the fiscal year 2001-2002 goal process, a team was formed and tasked with preparing
an analysis of the Excess Dwelling Unit Bank and the effects of eliminating the excess units.
The analysis included arriving at the number of excess units, the effects on City facility
requirements particularly those required by standards contained in the City’s Growth
any other city programs. This report provides an overview of the team’s findings.
Management Plan, the financial implications if the units were eliminated and potential effects on
Number of Excess Dwellina Units
The number of units that exist now and the number that is projected to be added to the bank in
the future is shown on Exhibit “A. The total is 6,150 dwelling units. The units are shown by
each of the 25 Local Facility Management Zones, by quadrant and citywide. The units are
spread pretty evenly by quadrant: NW - 1,881 units, NE - 1,124 units, SW 1,736 units and SE - 1,409 units. The Excess Dwelling Unit Bank was derived by adding the number of existing
units, approved units end future projected units for each Facility Zone and then, subtracting that
number from the maximum number of units allowed by the Growth Management Plan for each
zone.
Effects on Compliance with the Facilitv Standards of the Growth Manaaement Plan
One of the questions about the elimination of the Excess Dwelling Unit Bank has to do with the
implications to the demand for facilities, especially those that are subject to the City’s Growth
defined in terms of population (and, therefore, housing). Elimination of all of the 6,150 dwelling
Management Plan. The performance standards for some Growth Management facilities are
units existing and projected to be in the bank would result in a reduction in the buildout
population of approximately 14,254 persons (2.3178 x 6,150). The Citywide Facilities and
Improvement Plan adopted by the City Council in 1986 determined the amount of facilities which
would be needed at buildout of the city based on utilization of all the potential units allowed by
the Growth Management Plan including all excess dwelling units. If fewer housing units are
allowed by eliminating the Excess Dwelling Unit Bank, then there would be a corresponding
reduced demand for these facilities relative to the Growth Management Standards and the
Citywide Facilities and Improvement Plan.
The following Growth Management Facilities were examined in terms of the reduced level of
facilities needed in order to comply with the GMP standards if the Excess Dwelling Unit Bank was eliminated:
Administrative Facilities
Libraries
Parks
Drainage
Circulation
Sewer Collection System
Wastewater Treatment Capacity
Water Distribution System
1 7
Administrative Facilities - 189,450 sq. ft. of administrative space would be needed to comply
with the minimum Growth Management Standard for administrative facilities if all the excess
units are retained and utilized. If all of the excess units were eliminated, a minimum of 167,850
sq. ft. would be needed for a reduction of 21,600 sq. ft.
Libraries - 101,040 sq. ft. of library space would be needed to comply with the minimum Growth
the excess units were eliminated, a minimum of 89,520 sq. ft. would be needed for a reduction
Management Standard for library facilities if all the excess units are retained and utilized. If all
of 11,520 sq. ft.
Parks - 378.8 acres of park land would be needed to comply with the minimum Growth
excess units are eliminated, a minimum of 335.7 acres would be needed for a reduction of 43.1
Management Standard for park facilities if all the excess units are retained and utilized. If all the
acres.
Infrastructure Facilities - The elimination of all excess dwelling units for the Drainage,
Circulation, Sewer Collection, Wastewater Treatment, and Water Distribution Facilities is not
general, all City infrastructure facilities have been designed, and are programmed in the CIP anticipated to significantly change the types and sizes of facilities planned for build-out. In
based on the maximum number of dwelling units possible in the City. Because the reduction of
du’s is generally spread over the entire City the overall reduction is not expected to be large
enough to impact the size of planned facilities. Specific LFMP Zones are currently being
those with excess du’s greater than 200.
reviewed on a more detailed level to further confirm this assessment. These Zones include
Below is a summary of the possible impacts to facilities that are being further assessed:
Water Distribution - A reduction in storage capacity may warrant the reduction of planned
reservoirs.
Sewer Collection - The South Agua Hedonda Interceptor is the only major sewer collection
system that may be impacted. However, studies have already concluded that this interceptor
will be down sized and the need for further reduction is unlikely.
Financial Analysis
In order to understand the impact on financing and constructing future facilities, it is important to
understand the City’s approach to:
1) Determining the type and size of facilities needed for buildout, and
2) Ensuring that sufficient funds are available to pay for these facilities.
When determining the type and size of facilities needed to meet future growth demands,
facilities sufficient to meet, or exceed, the needs of any potential future development are
selected and sized. This approach of slightly over designing facilities is often prudent based on
the economies of scale associated with construction, and the increased cost of retrofitting
structures already in place, and is especially true for infrastructure facilities such as sewer
collection and water distribution.
The approach to estimating future revenues to pay for facilities is based on the assumption that
the minimum number of dwelling units will be constructed. Fees from dwelling units, which have
a probability of not developing, are excluded from projected revenues. As a result, the CIP
funding program does not include revenues from excess dwelling units.
2 g
The result of this conservative financing approach has shown that we expect to have sufficient
funds available to build all facilities as currently shown in the Capital Improvement Program,
even if the excess units are eliminated. This means that the city could decide to build the
facilities even though they would exceed what would be required by the standards of the Growth
Management Plan and even though the excess dwelling units are eliminated. If certain facilities
are scaled down, some of the fee programs may need to be revised.
A reduction in residential development equates to fewer tax-payers, and thus, reduced General
needed in some areas, such as reduced utility usage and possibly reduced maintenance and
Revenues (property taxes, sales taxes, utility charges). Although there will be fewer services
will be greater with fewer property owners paying for a larger share of these facilities than
protection services, the per capita operating costs of facilities (Parks and Libraries, for example)
originally anticipated.
Potential Effects on Other Proarams
A. Housing Programs
The City has produced approximately 970 lower-income housing units in recent years,
requiring approximately 500 units from the Excess Dwelling Unit Bank. Therefore, on
average, each lower income unit required approximately 0.5 units from the bank in the form of density bonuses. Some projects have needed more and some less. Some
multi-family projects have needed up to 2 bank units for each affordable unit. It is not
known what will be required for future projects. However, staff notes that the average
density for all inclusionary projects has been 15.3 dulac and the typical starting density
has been RLM, with a growth management control point of 3.2 dulac.
State housing law requires each jurisdiction to have a density bonus ordinance that will
grant units for low, moderate or senior housing. Under current Carlsbad law all density
bonus units must come from the Excess Dwelling Unit Bank. For a low-income housing
additional economic incentives in return for designating 20% of the project units as low proposal, state law requires a minimum bonus of 25% above the base yield,
income. (i.e. the minimum bonus equates to 1.25 Excess Dwelling Units per lower-
income housing unit.) Carlsbad has often granted additional density in lieu of cash for
the “additional incentives”. An important legal issue is whether or not Carlsbad would
have to grant State law density bonuses for affordable, moderate and senior housing
even if there were no Excess Dwelling Unit Bank.
Two major points in the State certification review of the City’s 1990 and 1999 housing
elements were: a) Carlsbad’s lack of higher density zoned land, and b) the dwelling unit
limitation. HCD wanted more land zoned for densities up to 30 dulac. HCD was
persuaded to approve the City’s Housing Element by showing how the Excess Dwelling
Unit Bank would allow granting density bonuses for affordable housing anywhere in the
City. In 1991, HCD required the City to approve its inclusionary housing ordinance and density bonus ordinance prior to certifying the Housing Element. The mechanics of both
ordinances depend, in part, on utilization of the Excess Dwelling Unit Bank.
B. Village Redevelopment Area
The entire Village Redevelopment Area is designated “V” (Village), a general plan
designation that has residential density range assigned by right. Therefore, under
current City law, each new residence in the Village requires allocation of one excess
3 9
dwelling unit from the bank. Because of this, and to assure the ability to develop
residential units in the Village, 1,000 units were placed in the NW Quadrant Excess
Dwelling Unit Bank when it was first created in 1986.
The Village Redevelopment Master Plan allows residential development up to 19 du/ac
throughout much of the Plan area. In particular, the Plan anticipates significant
residential development on approximately 300 properties in the four districts nearest the
Village Commuter Rail Station. If just these latter properties were developed with
homes, and awarded an additional 25% affordable housing density bonus, the Village
would need up to 2,000 units from the Excess Dwelling Unit Bank. It is not likely that all
of these properties will develop in this manner, but some degree of residential
development is likely and anticipated by the Master Plan. Residential development will
not occur in the Village Redevelopment Area without retaining some of the excess units
or, as an alternative, rezoning some of the Village properties to a residential use prior to
eliminating the bank.
C. Land Conversions
property to another designation. When the proposed change is from non-residential to
From time to time, a need arises to amend the general plan land use designation on a
from the Excess Dwelling Unit Bank. Conversions from non-residential to residential will
residential all of the units that accrue to the property due to the new designation comes
not be possible without units in the Excess Dwelling Unit Bank.
D. Regional Smart Growth
“Smart Growth” calls for placing lower densities at a distance from transit corridors and
higher densities nearer transit corridors, creating transit destinations along the corridors
(jobs, and shopping), utilizing pedestrian-friendly design principles, implementing traffic
calming principles away from the transit focus areas, preserving habitat, and providing
affordable housing (especially higher density housing) near transit and jobs.
incentives for projects incorporating smart growth principles. For example, $35 million of
In order to foster smart growth in the region, SANDAG is beginning to create financial
fund primary arterial construction in cities that have adopted a resolution supporting
State Transportation Implementation Plan (STIP) funds have been set aside directly to
will be in a position to compete more successfully for transportation, affordable housing,
smart growth. Increasingly, those jurisdictions that implement smart growth principles
and other infrastructure funds available through SANDAG and the State of California.
Carlsbad does many of these things already. However, to do some of the others
to another, and increase density on other properties. The major tool that has made
requires the ability to change land uses on properties, transfer density from one property
these types of changes possible has been the Excess Dwelling Unit Bank. If the bank is eliminated the City’s ability to effectuate this component of smart growth will be limited.
E. R-I Development In Northwest Quadrant
The General Plan currently allows standard, single family (R-I) development to exceed
the GMP control points by 25% primarily on infill lots in the northwest quadrant when
this provision come from the Excess Dwelling Unit Bank.
compliance with specific R-I zoning allows a slightly higher yield. Units to implement
4
Conclusions and Alternatives
alternatives are derived from the conclusion/findings made by staff as a result of this analysis.
Several alternatives are available for dealing with the Excess Dwelling Unit Bank. The
These conclusions are as follows:
1. Although many projects have utilized units from the Excess Dwelling Unit Bank, the
the bank is retained, it is doubtful whether it will ever be used in its entirety due to
bank continues to get larger and is projected to do the same in the future. Even if
development trends, environmental regulations and compliance with the city’s strict
quality development standards.
2. All of the City’s planned facilities as identified in the Capital Improvement Program
can be adequately funded even if the excess units are not used. The financial
implications of not building the excess units are minimal.
3. Because the city is about three-fourths developed, there are not many large
remaining areas where the excess units can be accommodated. They would most
likely be used primarily in limited locations within larger vacant areas of the City.
4. There are some implications to other city programs besides the Growth Management
Plan and Capital Improvement Program from eliminating the excess dwelling units as
identified and described in the analysis (e.g. Housing Element and the Village Master
Plan). These implications need to be discussed and considered in making a decision
regarding the excess units.
Based upon these findings and conclusions, three alternatives for dealing with the Excess
Dwelling Unit Bank are presented for consideration.
Alternative I - Eliminate the Excess Dwelling Unit Bank in its entirety. This would potentially reduce the residential buildout of the city by 6,150 dwelling units (approximate population
reduction of 14,250). As a follow-up decision, the City Council would need to determine
whether there should be a corresponding reduction in the facilities planned to accommodate the
eliminated units. As mentioned previously, the financial effects of deciding to build all of the
facilities originally planned are minimal even though they would not be required to meet Growth
Management Standards.
Alternative 2 - Retain the Excess Dwelling Unit Bank in its entirety. Although it is not
anticipated that all of the units will ever be requested, the facilities to serve these units have
been planned for and financed, the units are utilized to assist in implementing other city
programs and it does provide the most flexibility for the future.
Alternative 3 - Retain a portion of the Excess Dwelling Unit Bank by reserving some of the
units for specific city programs such as affordable housing and residential development in the
Village but eliminate the rest of the units from the bank. This would address the effects
identified in this analysis on other city programs that in the past utilize the excess units. Staffs
analysis has determined that the reservation of the following number of units would address the
effects:
Housing Program - 1,000 units
Village Residential - 800 units
Future Land Conversions/Miscellaneous - 400 units
TOTAL 2,200 units
5
This alternative would result in eliminating approximately 4,000 potential dwelling units from the
buildout of the city (approximate population reduction of 9,270).
6
EXHIBIT “A”
Existing Dwelling Units
Amroved Dwellina Units
37,270
2.478
E&nated Future bwelling Units 8,535
Buildout Dwelling Units -1
Growth Management Plan Dwelling Unit Max 54,433
Excess Dwelling Units -1
Notes:
2. Existing units include all building permits issued as of March 1, 2001.
1. All dwelling unit numbers are as of March 1, 2001.
4. Future unit projections in Zone 14 were reduced by 10% due to actual unit yield trends.
3. Future unit projections in Zones 8. 15 and 25 were reduced by 25% due to significant environmental constraints.
Growth Management Excess Dwelling Unit Goal 06/05/2002 J3
EXHIBIT “3”
“REDLINEISTRIKEOUT VERSION OF COUNCIL POLICY 43”
Page 1 of 3
CITY OF CARLSBAD
COUNCIL POLICY STATEMENT
General Subject: Proposition E “Excess” Dwelling
Unit &&Allocation
Specific Subject: -Establishing
GAehwxiPolicy for Number
and Allocation of Proposition E
“Excess” Dwelling Units
..
Policy No. 43
Date Issued Effective Date Cancellation Date
Supersedes No.
Copies to: City Council, City Manager, City Attorney, Department and Division Heads,
EmDlovee Bulletin Boards, Press, File I PURPOSE
To establish 1
Council’s policy regarding the number and the criteria for allocation of “excess” dwelling units which have become available as a result of residential projects being
the density control points of the Growth Management Plan approved by voters on
approved and constructed with less dwelling units than would have been allowed by
November 4, 1986, as Proposition E.
NUMBER OF DWELLING UNITS
It has been determined that as of March 2001, there are 6,150 existing or projected
excess dwelling units contained in the excess dwelling unit bank. It is the policy of
the City Council to eliminate 3,950 units from the bank and, as a result, reduce the
excess unit bank to 2,200 units.
STATEMENT OF POLICY
the excess units to be allocated to future “qualifying,” residential projects. In order to
“qualify” for an allocation of excess units, a project shall possess one or more of the
following characteristics:
1. Housing Development for lower-income households where a density increase is
requested pursuant to state law or to implement the city mandated 15% low-
income requirement of the lnclusionary Housing Ordinance.
2. Senior citizen housing.
3. Housing located in the Village Redevelopment Area or the South Carlsbad
Coastal Redevelopment Area.
HUO~I*~-~-~C,~-il~-,~l-~~~.~
1.
residential density is being placed in close proximity to major transit facilities,
Transit-oriented, “smart growth” development projects where increased
employment opportunities and commercial support services.
5. Projects approved for a land use change from non-residential to residential or
projects containing a mix of residential and non-residential.
5, Single family (R-I) development in an infill area where the existing, specific R-I
zoning of the property allows a slightly higher yield of units than the General
Plan designation for the development.
The number of excess units allocated to a particular “qualifying” project shall be a the
the sole discretion of the city and shall be based on the importance of the
characteristic possessed by the projects or, where a project possesses multiple characteristics, the number and importance of the characteristics.
2.
1
/5
Mayor Lewis and Members of the City Council
CITY OF CARLSBAD
1200 Carlsbad Village Drive
Carlsbad, CA 92008
VIA HAND DELIVERY
Re: Council Meeting of June 11, 2002 - Excess Dwelling Unit Bank
Agenda Bill 16,791 - City Council Policy No. 43 Amendment
Dear Mayor Lewis and Councilmembers:
As you know, JPI has been interested in developing the Sunny Creek site for some time
The purpose of this letter is to request that you support Alternative 3 set forth in Agenda Bill
16,791 relative to the future of the Excess Dwelling Unit Bank ("Bank"), and support the
proposed amendments to City Council Policy No. 43.
As you recall, at the March 5,2002 City Council public hearing, Council directed staff to
consider planning the Sunny Creek site with a mixed-use (residential and commercial)
development. Alternative 3 and the amendments to City Council Policy No. 43 would enable
that planning process to continue. For your information, JPI has been pursuing the design of a
mixed-use development on the Sunny Creek site; we have met on numerous occasions with staff
and submitted and received comments on a preliminary plan for the site. We are now in the
process of redesigning the site to address comments received from staff. The proposed
development will meet two of the six qualifying characteristics (4 and 5) for the allocation of
excess dwelling units and we believe would be a good candidate for allocation of excess
dwelling units.
Therefore, we respectfully request that you support Alternative 3 and adopt Resolution
No. 2002-1 74 amending City Council Policy No. 43. Thank you for consideration of our
request.
very truly yours, I
Heidi W. Mather
Regional Development Manager
Cc: Lorraine Wood, City Clerk
Ray Patchett, City Manager
Michael Holzmiller, Planning Director
8910 University Center Lane Suite 150 San Diego, CA 92122-1029 (858) 458-1200 Fax (858) 458-1716 www.jpi.com
June 13.2002
Mayor Lewis and Members of the City Council
CITY OF CARLSBAD
1200 Carlsbad Village Drive
Carlsbad, CA 92008
VIA HAND DELIVERY
Re: Council Meeting of June 11,2002 - Excess Dwelling Unit Bank
Agenda Bill 16,791 ~ City Council Policy No. 43 Amendment
Continued to June 18,2002
Dear Mayor Lewis and Councilmembers:
Thank you for your thought provoking questions of staffwith regard to Alternative 3 set
forth in Agenda Bill 16,791 relative to the future of the Excess Dwelling Unit Bank ("Bank"),
and the proposed amendments to City Council Policy No. 43. As stated in my letter dated June
11,2002, JPI supports the staff recommendation. I would like to state for the record, however,
that a mixed-use development on the Sunny Creek site may include up to 250 dwelling units,
dwelling units that would have to come out of the excess dwelling unit bank. We anticipate
coming forward to City Council by next June or July. Based on staffs comments regarding how
the recommended number of 2200 units was calculated, it is possible that not enough units were
attributed to projects approved for a land use change and that the overall number of units should
be increased. There was also no discussion as to the timing of available units. We would hope
that a large enough pool of units would be currently available to accommodate our proposed
development and others.
I would also like to make a correction to my letter of June 11,2002. I stated that the
proposed development on the Sunny Creek site would meet two of the six qualifying
characteristics for the allocation of excess dwelling units when in fact it would meet three of the
six qualify characteristics (1,4 and 5).
Very truly yours,
Heidi W. Mather
Regional Development Manager
Cc: Lorraine Wood, City Clerk
Ray Patchett, City Manager
Michael Holzmiller, Planning Director
8910 University Center Lane Suite 150 San Diego, CA 92122-1029 (858) 458-1200 Fax (858) 458-1716 www.jpi.com
JUNE 18,2002
TO: CITY COUNCIL
VIA: City Manager
FROM: Planning Director
AGENDA ITEM #9 - EXCESS DWELLING UNIT BANK
Planning staff could support the following changes to Number 6 of the qualifying factors
in revised Council Policy No, 43 in order to address the issue presented by Jack
Henthorn at last weeks Council meeting (new wording is underlined and highlighted):
6. Single family (R-I) development in an infill area where the existing, specific
R-1 zoning of the property allows a slightly higher yield of units than the General
Plan designation for the development @-) the develoDmcnt meets all
subdivision and zoninq standards and- lot sizes are compatible with adjmat
subdivided property;
@2I6
From: <markser@aol.com>
To: <Council@smtp.ci.carlsbad.ca.us> U Mayor
Date: Thu, Jun 20,2002 1058 AM city Coud I% IO91
Subject: CITY OF CARLSBAD 1 CONTACT US city M.nepr
A visitor to the City of Carlsbad Web site has completed City Attom
and posted the "Contact Us" form to department, City Council.
Below, please find the information that was submitted:
AGENDA ITEM I b-awa-
Cyr-
First Name: Mark
Last Name: Serepca
Address: 1230 Plum Tree Road
City: Carlsbad State: CA
Zip: 92009
Country: USA
E-mail: markser@aol.com Message: Please vote to reduce future growth in the housing "bank." Carlsbad is already showing signs
of overcrowding. Thank you for your consideration.
User details:
Mozillal4.0 (compatible; MSlE 5.5; AOL 7.0; Windows 98; Win 9x 4.903 I web browser
152.163.201.66 I ip address
I hostname
June 24,2002
Honorable Mayor Claude Lewis
City of Carlsbad
1200 Carlsbad Village Drive
Carlsbad, CA 92008
and Members of the City Council
Reference: AI3 #16,791 - City Council Policy No. 43 Amendment
(Excess Dwelling Unit Bank)
I am submitting this correspondence as a private citizen to express my
concerns regarding this issue.
I would recommend reducing the existing bank to 1,000 units (for atotal
projected 2,247 excess units at buildout). Reducing the excess
dwelling unit bank will force more thoughtll distribution and
allocation of units.
I also recommend that this issue not be further politicized by placing
it on the ballot. The community depends on it’s City Government
to do the right thing and act on it’s behalf when dealing with
complex administrative policy issues.
Additionally, I would point out that the Carlsbad Planning Commission’s
input was totally precluded in the discussions leading to this agenda item.
The Planning Commission, as a primary citizens advisory body deliberating
on these and related matters, appears trivialized when it is obviated
in the process.
I had planned to be available this evening to present my ideas, however,
a family emergency has called me out of town.
Res-ly submitted,
4378 Adams Street,Carlsbad, CA 92008
TELEPHONE MESSAGE
June 25.2002
TO: MAYOR
CITY COUNCIL
FROM: PLANNING COMMISSION CHAIR SEENA TRIGAS
RE: EXCESS DWELLING UNITS
Planning Commission Chair Seena Trigas called to leave the following message for the
Mayor and City Council. She indicated that some members of the Commission asked
her to convey to the City Council that they are unhappy with the fact that they were not
asked to participate in the discussion of the Excess Dwelling Units issue at any level.
Some of them feel that since they deal directly with development issues in the City, that
they should have been contacted for their input. Apparently this item was "informally"
discussed at the Commission's recent workshop, but since it was not listed as an actual
agenda item, no formal action was taken.
mhs
c: City Manager
City Attorney
City Clerk
I
L
Subject: Agenda item 13 .-Policy 43 amendment
Honorablc Mayor and City Council:
My partner and I have have been diligent!y attempting to process a residential development on property that we have owned for thirty years. In fact, *.ve cuneotly
have in application to subdivide the propmy on file with rhe City. The development
would be cousistent with the existing General Plan derignatio~~, although we are reqnasting to exceed the Growth Control Point as QU iufill project surrdd by highar
density development.
The property is designated Residential Low (0 to 1.5 dwelling units per acre) and IS
currently zoued L-C (Lin~ited Control). Wc arc includulg m attachment showing the surrounding land use'and development confikwations.
We have cooperated with the Ciry, the wildlife agencies and the C:oestal Conunission to resolve issues related to the construcfior. of Aviara Parkway south of Palomar Airport
Road, by supporting the estahlinhmt uf a11 Hh4P wildlife oomdor PCfOCs our property.
In addition we have cooparatzd With the Ciry and the developers who coqsmcttd the
Laurel Tree apamncnt projcct by ganting easements and selling property to allow for the
completion of 138 affordable apanment wits.
concerned that the proposed language in Council Policy statenlent 43 daes not
recognize th.e.infil1 stntus of our property, as well ak other L-C designated properties with
ResidmtiA Low and Residential Low Medium land use classificsrtions that have yet to be
rezoned. Thcse propcaies ate often sunoundrd by much hidm land use intensities and mvimmentnl constraints. 'Ihese are issues thkt can often be addressed with only slight
modifications to yield.
Item 6 ofproposed Council Policy 43 appcars to limir the flexibiliry found in the (ienaal
PI^, to existing ~-1 properties. k~ fact, the staff ryon states that tbjs provision relates
primarily to the Northwest Quadrant, with misting R-1 zoning. 'The General Plan
Imguage do.% not mako this distinctisn.
We we reaurstine fhat the Council consider a slight modification to item 6 to be consistent with the existing General Plan language. We are enclosing a proposal
showing:
the misting Gend Plan language,
the rccammendation in the proposedrevision ta Policy 43, and
6 our proposed innwage.
We feel that the modification to the language would pro\idc the Council with much
nceded flexibility to address unique circumstances related to L-C zoned proparries with lower dcnsity land use designations.
Thank you for your consideration.
.
GENERAL PLAN LANGUAGE
(Land Use Element - Page 15)
“In those exceptional cases where the base zone is consistent with the land use
designation but would permit a slightly higher yield than that recommended in the low
and low-medium density residential classifications, the City may find that the project is
consistent with this element if it is compatible with the objectives, policies, general land
uses and programs expressed herein and does not exceed twenty-five (25) percent of the
maximum allocation.”
STAFF PROPOSED LANGUAGE
6. Single Family (R-I) development in an infill area where the existing, specific R-1
zoning of the property allows a slightly higher yield of units than the General Plan
designation for the development.
PROPOSED MODIFICATION (with strikeout)
6. Single Family (R-1) development in an infill area where the
base zone of the property allows a slightly higher yield of units than the General
Plan growth control point would accommodate
where stdl yield would not exceed the maximum ofthe apl>licable General Plan range..
X W
3 d) -1
'cd
bn
0 4 5 d s 0
A4 b
033
5 d cd
m
d) 0 2 0 > d cd F4 '0 cd cd 9 0 z 0 -4
d 5 d 0
cd
*d c,
5 d cd
d 0
id c, cn
F4 cd 0 m
5
m cn d) 0 8
0 s 5 0 0
d c, k
H
'a 2 0 E' H + ... ...
a- * md * 0 3 n
m m 0 0 wx
A 0
A 0" WU'
Y m
L+ .
24 cdo b
I
bs) .s dm
F1 2 c,
4 F1 cct s
V
0
m
m 01
ce I m
c
II 0
rl N Ln
m
I
rl 00 N Pi?
U
I
N
d
n U + + nm
00 0 0 eui
W
I
m Ln m
n
W
n I
U
rl m h
v) v)
Q) W x W rn S
CI v)
W
II
II x
u
I
v) v)
Q) W x W
Q) L 3 CI 3 LL
I
I
n d 0 0 nl
di = W L z U
M 0 m
Ti4
M co N
d-
M In
In
mi
co-
co I\ Tr
Ni
N rl
rli
h
N 00'
rl m M d
W 2
I
M h
rli
3
I
v)
0 c6 F4
k 42
2 3
8 a"
W 0
d ....
d) k
04 Frr
d)
m
c, 0 d) F4
‘L
00m r\m m ..
mm
‘a
d 0 a m 0 k
Q) I\ s d *d E
Q)
F4 II
m
d)
0 cd
’0
I 2
m
m 0 N *d m
W d cd 0 ba
W
d cd
z
d
‘PC
I
I
E E
I 0
0
F4
LH !=I
00 c,c,
AA uu
00 zz
mm
I 7 0 6 1 .H &
I
aJ aJ c, E i a 0
Q) + a c!
0 c,
k
Q) c, c, ii
m
Q)
m
E 0
cd
Q)
rp
m
%
E
a 0 s
b. m
'P rl d) Q 4
.-I
4 ? 4 m 0 m m
'6 .4 c, rl d)
d) m 3 Td *rl m d) k
Td d)
0 m d 4 0 k
2 d)
24 P
u k
24 d)
n ..
d) "I 4: a u
0 4 c a 0
7\
rl 0
1
I a 6) E a 0
0. 1
m d) m
00 i4-w
m
d) fr
I d)
1 n 4
c., d 8 d) a *
E *+
0
Td
d)
c,
4
8
m d-
b 0 -4 1 0
1 -4 2 3 0 u
Td F1 8 4
0
v) rl d
n 0
v) OI m' U
-
0 0 N N'
v) U I- L 1
QI L 3 U 3 LL
b 0
aJ
3 L
CI 3 LL
L 0 1- U W 3
PL
-
0 \o h
0
k &
. m Ti
m 0
0 a 3 0
- *
N Ln 01
rl Nii
I - m 00
d
v)
0 0 N
N'
rn
47
rl 0
rl
0 h N
M h'
aJ Is! c m s 0
0 2
0 m +
n 0 0 00 U
0 Ln h
aJ Is! e m s V z" n 0 0 N 2- -0' 0 0 47 U
0 0 N
d Ln
0
v) 0 N'
M rl N 014
0 N N
M OII -
W 4
0 k
L ~ 0
aJ "
I 0
n
Q 0 n
w
m a3 Ti
m 0-
m m m
m Ti-
0 m m
m d=
0 0 m
0 00'
ll
"
"
"
"
0 0 0 r\' 4
4
0 0 m
N a-
4
0 0 m
m 4
Ti-
0 0 m
0 N
00'