HomeMy WebLinkAbout2002-12-03; City Council; 16996; Revised Council Policy 43u u
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CITY OF CARLSBAD -AGENDA BILL
AB# 16,996 TITLE:
MTG. 12-3-02 EXCESS DWELLING UNIT BANK - REVISED COUNCIL
POLICY 43 FOR 2,800 UNITS
DEPT. PLN #
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DEPT. HD. clTyATws- CITY MGR
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RECOMMENDED ACTION:
That the City Council ADOPT Resolution No. 2002-350 , REVISING City Council Policy
43 a) to establish a revised citywide bank balance of 2,800 dwelling units and b) establish a revised
list of characteristics that may qualify a development project for being allocated excess units.
ITEM EXPLANATION:
At its meeting on November 5, 2002, the City Council received the final report of the “Citizens’
Committee to Study Council Policy 43 and Excess Dwelling Units.” Council indicated its interest in
having staff prepare for Council consideration a revision to Council Policy 43 that would establish a
reduced citywide bank balance of 2,800 excess dwelling units.
Staff has prepared a revision to Council Policy 43 (see Exhibit 2), that responds to Council’s request.
The revised policy establishes a citywide balance of 2,800 excess units, as of the effective date of
the resolution, and clarifies that new excess units that are generated in the future would be added to
the then-existing citywide balance. The new policy deletes the individual quadrant bank balances
and, instead, stipulates that residential projects in any quadrant may be allocated units from the
citywide balance, so long as the number of units built in each quadrant does not violate the dwelling
unit limitations established by Proposition E. This change is suggested to add increased flexibility in
where the reduced number of excess units may be allocated within the city, while still assuring that
Proposition E quadrant limits would be respected. Last, the draft policy provides a revised list of
characteristics that may qualify a development proposal for an allocation of excess units. This list
replaces the current priority system, and empowers the City to view the merits of individual projects
based upon any one or any combination of the listed characteristics. The change is suggested as a
way to recognize that a) priorities may change over time, and b) that the city might wish to grant
excess units to a project with extraordinary merits, but which project might not qualify for an
allocation under a strict priority system.
ENVIRONMENTAL:
Staff has determined that this policy change would not be subject to the California Environmental
Quality Act pursuant to the CEQA Guidelines, Section 15061(3): That is, where it can be seen with
certainty that there is no possibility that the activity in question may have a significant effect on the
environment, the activity is not subject to CEQA. Since the proposed policy would have the effect of
reducing the potential number of dwelling units that could be built in Carlsbad, the policy change not
only creates no environmental effects, but also eliminates potential future environmental effects of
those units that would not be built.
FISCAL IMPACT:
Previously staff provided City Council with a report entitled: “Analysis of the Excess Dwelling Unit
Bank of the Growth Management Plan (GMP).” This report evaluated fiscal impacts to public
facilities and services and general revenues of the city on the assumption that the entire excess
dwelling unit bank might be eliminated. While eliminating the entire bank is not the current proposal,
the discussion, however, is still on point. The discussion from the original analysis is here provided
in its entirety:
PAGE 2 OF AGENDA BILL NO. 996
“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 build-out, 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.
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
Revenues (property taxes, sales taxes, utility charges). Although there will be fewer services
needed in some areas, such as reduced utility usage and possibly reduced maintenance and
protection services, the per capita operating costs of facilities (Parks and Libraries, for example) will
be greater with fewer property owners paying for a larger share of these facilities than originally
anticipated.”
EXHIBITS:
1. City Council Resolution No. 2002-350
2. Proposed Revision to Council Policy 43
3. RedlineBtrikeout Version of Proposed Revision to Council Policy 43.
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RESOLUTION NO. 2002-350
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
WHEREAS, City Council Policy No. 43 currently contains the Council’s policy
regarding the criteria f
Plan’s Excess Dwellin
AS, the City Council has deter 43 to establish
possess in order to qualify for
prepared by staff, and
Policy 43 and Excess Dwelli mmittee subsequently met eight times, and \
ived and considered the final report and
etermined that the number of excess dwelling
qualify for consideration of allocation of the
he projects, and
ting City Council Policy No. 43 is necessary
in order to effectuate the Council’s determination.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of
Carlsbad, California as follows:
1. That the above recitations are true and correct.
2. That City Council Policy No. 43 is hereby revised as shown on the copy of the
revised policy on file with the City Clerk.
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3. That the City Clerk is hereby authorized to provide a copy of the revised Policy
No. 43 to all city departments and to those interested persons who have previously requested a
COPY.
PASSED AND ADOPTED at a regular meeting of the City Council of the City of
Carlsbad on the 3rd day of DECEMBER , 2002, by the following Vote, to Wit:
AYES: Council Members Lewis, Kulchin, Nygaard, Hall
NOES: Council Member Finnila NOES: Council Member Finnila
ABSENT: None
ATTEST:
ABSENT: None
ATTEST:
-2- Page 2 of 2 of - . .. " "" "- 4
EXHBCT 2
CITY OF CARLSBAD
COUNCIL POLICY STATEMENT
General Subject: Proposition E “Excess Dwelling”
Unit Bank
Specific Subject: Established Policy for Number
And Allocation of Proposition E
“Excess” Dwelling Units
Page 1 of 2
Policy No. 43
Date Issued
Effective Date
Cancellation Date
Supersedes No.
Copies to: City Council, City Manager, City Attorney, Department Heads and Division Heads,
Employee 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 approved and constructed with less
dwelling units than would have been allowed by the density control points of the Growth Management Plan
approved by voters on November 4, 1986, as Proposition E.
NUMBER OF DWELLING UNITS
Notwithstanding the number of excess dwelling units that have accumulated in the city to date, as of the
effective date of this policy, the number of excess dwelling units that are available for allocation to projects
citywide is 2,800. Following the effective date of this policy additional dwelling units that become “excess”
shall be added to the then-existing citywide balance. Excess units may be allocated to projects located in any
quadrant so long as the number of residential units built in each quadrant does not violate the dwelling unit
limitations established by Proposition E.
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 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.
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 would be allowed by the growth.management control point of the property’s
low or low-medium General Plan designation and where such yield would not exceed the maximum
density at the top of the range of that General Plan designation by more than an additional 25 percent.
3-
r- CITY OF CARLSBAD
COUNCIL POLICY STATEMENT
General Subject: Proposition E “Excess Dwelling”
Unit Bank
Specific Subject: Established Policy for Number
And Allocation of Proposition E
“Excess” Dwelling Units
Page 2 of 2
Policy No. 43
Date Issued
Effective Date
Cancellation Date
Supersedes No.
”~ ~~ ~
-
Copies to: City Council, City Manager, City Attorney, Department Heads and Division Heads,
Employee Bulletin Boards, Press, File
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.
EXHIBIT 3
CITY OF CARLSBAD
COUNCIL POLICY STATEMENT
General Subject: Proposition E ”Excess” Dwelling
Unit BadcAllocation
Specific Subject: -Establishing
-Policy for Number
And Allocation of Proposition E
“Excess” Dwelling Units
..
Page 1 of 4
Policy No. 43
Date Issued
Effective Date
Cancellation Date
Supersedes No.
~~ ~ ~~~~ ~ ~ ~~ ~~~~ ~~ ~~
Copies to: City Council, City Manager, City Attorney, Department Heads and Division Heads,
Employee Bulletin Boards, Press, File
PURPOSE
To establish of ‘‘cx-p
-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
approved and constructed with less dwelling units than would have been allowed by the density
control points of the Growth Management Plan approved by voters on November 4, 1986, as
Proposition E.
NUMBER OF DWELLING UNITS
Notwithstanding the number of excess dwelling units that have accumulated in the city to date, as of
the effective date of this policy, the number of excess dwelling units that are available for allocation to
projects citywide is 2,800. Following the effective date of this policy additional dwelling units that
become “excess” shall be added to the then-existing citywide balance. Excess units may be allocated
to projects located in any quadrant so long as the number of residential units built in each quadrant
does not violate the dwelling unit limitations established by Proposition E.
Following the effective date of this policy additional dwelling units that become “excess” shall be
added to the then-existing citywide balance.
STATEMENT OF POLICY
Although it cknlis not &mandatory to use the excess dwelling units
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:
CITY OF CARLSBAD
COUNCIL POLICY STATEMENT
L General Subject: Proposition E “Excess” Dwelling
Unit &&Allocation
Specific Subject: -Establishing
6wdekwsPolicy for Number
And Allocation of Proposition E
“Excess” Dwelling Units
..
Page 2 of 4
Policy No. 43
Date Issued
Effective Date
Cancellation Date
Supersedes No.
Copies to: City Council, City Manager, City Attorney, Department Heads and Division Heads,
Employee Bulletin Boards, Press, File
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 opportunities or
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.
6. Single family (R-I) development in an infill area where the base zone of the property allows a
slightly higher yield of units than would be allowed by the growth management control point of
the property’s low or low-medium General Plan designation and where such yield would not
exceed the maximum density at the top of the range of that General Plan designation by more
than an additional 25 percent.
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.
8
CITY OF CARLSBAD page 3 of4 I
COUNCIL POLICY STATEMENT
Policy No. 43
Date Issued
Effective Date
Cancellation Date
General Subject: Proposition E “Excess” Dwelling
Unit BankAllocation
Specific Subject: -Establishing
6wddmesPolicy for Number
And Allocation of Proposition E
“Excess” Dwelling Units
..
Copies to: City Council, City Manager, City Attorney, Department Heads and Division Heads,
Employee Bulletin Boards, Press, File
2.
4
2.
k. ?k
c. ?hh
. .. .. .
4
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CITY OF CARLSBAD
COUNCIL POLICY STATEMENT
L
Page 4 of 4
Policy No. 43
Date Issued
Effective Date
Cancellation Date
Supersedes No.
General Subject: Proposition E “Excess” Dwelling
Unit &&Allocation
Specific Subject: -Establishing
6wddmesPolicy for Number
And Allocation of Proposition E
“Excess” Dwelling Units
..
Copies to: City Council, City Manager, City Attorney, Department Heads and Division Heads,
Employee Bulletin Boards, Press, File
PROOF OF PUBLIC TION This space fo 'iling Stamp
(2010 & 2011 C.C.P.)
STATE OF CALIFORNIA
County of San Diego
L Proof of Publication of I am a citizen of the United States and a resident of
the County aforesaid: I am over the age of eighteen
years and not a party to or interested in the
above-entitled matter. I am the principal clerk of
the printer of
[allocation urider a stiict priority system. -
this 29TH day Those ersons wishing to speak on this pro osal are cordially invite8t.o attend the ublic hearing. If you Rave an questions, call Princi al flanner Dennls Turner in the danning epartment at (go1 602-4609.
I CASE Nm Excess Dwelling Unit Bank
PUBLISH: Thursday, November 28, 2002
Signature
NORTH COUNTY TIMES
Legal Advertising
to 720-9461 at 12/3/02 1:25 PM Pg 001/001
Dcccmbcr 3,2002
Attcnt.ion: City Council
Kc: Lxccss Dwclling Chit l3ad
From: Katie Wheeler, Chairperson
Roard ol'Outreach & Social Concerns
Pilgrim IJnited Church ol'Christ
2020 Cllcstnut
Car1sba.d. CA
AGENDAITEM C: # [ Mayor
City Council
City Manager
City Attorney
City Clerk
Many of'us who enjoy the amenities ol'Curlsbad undersland that, li)r quality ol'lilk to he
sustained, our community must recognize [he needs of'residenls ol'all income levels. The
forcthought shown in 1386 to providc a.vcnucs for a.fTorda.blc housing should not bc
ignorcd. Ylcasc nwintain thc conlnlitmcnt nla.dc as tlwt timc, and movc al1ca.d with
actions that keep housing within reach ol'communily members. .
'l'hank you for your ciTo~ts in t.his dircdion.
From: JOE HOENIGMAN <joetax@pacbell.net>
To: <mstro@ci.carlsbad.ca.us>, ccouncil@ci.carlsbad.ca.us>
Date: 12/3/02 1 1 :28AM
TO: Bud Lewis, Ann Kulchin, Ramona Finnila, Matt Hall, July Nygaard
RE: Dwelling Unit Bank CitY-lm
I am not in favor of increasing the housing density in the city. The "
reduction of density is a positive goal. It is a quality of life issue. Our
lower density is one of the things that make Carlsbad so much more inviting *
a city than some of our neighbors. I hope you will vote to reduce the
number of excess units in the dwelling bank to ensure that the city is not
blighted by an overly dense building project in the future.
WAttonWo
It has come to my attention that there is a vocal organized group in
opposition to reducing the number of units in the dwelling unit bank. While
many of the people are well meaning citizens of our city, friends have told
me that they have been organized and aroused by people who do not live
here. These outsiders have an agenda to coerce the City Council into
increasing the density of homes in Carlsbad in an effort to build more
low-incornelaffordable housing. Don't be cowed by these outside agitators.
Please vote in favor of lower housing density.
Sincerely,
Joe Hoenigman
2643 Sausalito Ave.
Carlsbad, CA 92008
joetax@pacbell.net
office (760) 434-9444
home (760) 729-7060
cc: <joetax@pacbelI.net>
FROM : ESP/RL SHLEMMER PHD FQX NO. : 768 729 1457 Dec. 82 2882 83:23PM PI
.FAX
To: Mayor Bud Lewis & Council Members Ann Kulchin, Matt Ha& Ramona
Finnila and Julie Nygaard @, Fax 760-720-9461
From: Richard L. Shlemmer,Ph.D teL 8z fax (same): 760-729-1457
Re: City Council Policy No. 43 - Growth Management Plan (Prop. E)
In 1986 my wife, Jo Anne and I voted for Proposition E to establish a bank of excess
dwelling units from existing projects already approved under the Growth
Managemeat Plan. We believed then that we have a responsibility to help providc
for lower-income households. Today the need is so much greater.
We appeal to you all to adopt the recommendation of option #1 of the 1Smembor ad hoc cihos committee, which is to leave all units in the bank
We have been residents of Carlsbad since 1968. As a psychologist and Jo Anne, as a
bereavement counselor, both of us have numerous contacts with the less fortunate
who need low income housing. Please do not forget them in your voting on
December 3,2002.
Thanks you,
AGENDAITEMI
c8 Mayor &?&LL city cortndl
City Manager
City Attorney
CiQ chrlr
Richard L Shlemmer, PLD.
740 Oak Avc., Suilc I3 Carlsbad, California 92008 Phonc/Fux (760) 729- 1457
. .- -
From: cHGrandmaDee@aol.com>
To: ccouncil@ci.carlsbad.ca.us>
Date: Mon, Dec 2,2002 8:04 AM
Subject: Affordable Housing
Mayor Bud Lewis and Carlsbad City Council,
Please add my name to Carlsbad residents requesting that you leave the
dwelling unit bank number at 5900.
Thank you,
City Council
City Manager
City Attorney
City Clerk -
Dolores Hamashin
2763 Southampton Road.
[Council Internet Email - Dwelling,:Unit'Bank' >.>, ,
, , ,,~, L page Gl '1
From:
To:
Date:
Subject:
"Joanne Tenney" <joannetenney@hotmaiI.com>
<council@ci.carlsbad.ca.us>
Sun, Dec 1,2002 5:59 PM
Dwelling Unit Bank
AGENDAITEM # 9 cs Mayor
City Council
City Manager
City Attorney
crty -
With the extreme lack of affordable housing in the area, I encourage you to
leave the dwelling unit bank number at 5900. Please do not reduce the
dwelling unit bank.
JoanneTenney
2240 Avenida Magnifica Apt I
Carlsbad, CA 92008
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UCL- 1-UL IUC IU; ,!b AI! HUUbIAb h KCU. !AX NU, 7607202037 P. 2
We Need Your Help!
The St. Patrick Organizing Ministry has interviewed over 200 parish
families and has determined the # 1 community concern is affordable housing, The Carlsbad City Council is planning on reducing the number of
units in the excess dwelling unit bank by 50% to 2800 units. The dwelling
unit bank is one of the ways the City can promote affordable housing units.
The ministry needs your help! The City Council has put this item on the.
December 3rd agenda and we encourage you to contact our Council
Members and ask them to leave the dwelling unit bank number at 5900.
You can phone the Council members (Mayor Bud Lewis and Council
Members Ann Kulchin, Matt Hall, Ramona Finnila, and Julie Nygaard) at
760-434-2830 or send them an email at Council@ci.carlsbad.ca.us. In
addition, you are welcome to join us at the City Council meeting on Tuesday
at 6:OO.
ModiFng the dwelling unit bank numbers has great potential for limiting
the City’s ability to provide affordable housing units.
Please take the time to call or email the Council Members. If you have
questions, please call Deacon Jayce McClellan at the parish office, 760-729-
2866.6a. 377