HomeMy WebLinkAbout2002-12-17; City Council; 17025; Excess Dwelling Unit Bank - Rev Council Policy 43CITY OF CARLSBAD - AGENDA BILL
AB# 17,025
MTG. 1211 7/02
DEPT. CA
TITLE:
COUNCIL POLICY 43
EXCESS DWELLING UNIT BANK - REVISED
I DEPT. HD. I I CITY ATTY. &I
RECOMMENDED ACTION:
That the City Council adopt Resolution No. 2002-350, revising City Council Policy 43.
ITEM EXPLANATION:
At its meeting of 12/3/02, the City Council approved revised Council Policy 43 and directed
the City Attorney to return with the revised policy including an amendment to the final
paragraph which reads:
The number of excess units allocated to a particular “qualifying” project shall be
at the sole discretion of the City Council, Planning Commission or Planning
Director as appropriate 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. In approving
a request for allocation of excess dwelling units, the City Council shall
consider the location of the requesting project and the compatibility of
increased density with existing adjacent residential neighborhoods in
accordance with the applicable principles of the General Plan.
Council should satisfy itself that the changes made reflect its direction in this regard.
ENVIRONMENTAL REVIEW:
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 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:
“In order to understand the impact on financing and constructing future facilities, it is
important to understand the City’s approach to: c
Agenda Bill No. 17,025
Page 2
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 taxpayers, 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."
1. Resolution No. 2002-350
2. Proposed Revision to Council Policy 43.
3. Redline/Strikeout Version of Proposed Revision to Council Policy 43
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 PLAN.
WHEREAS, City Council Policy No. 43 currently contains the Council'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 Council 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
WHEREAS, the City Council reviewed an analysis of the excess dwelling
units prepared by staff; and
WHEREAS, the City Council named a "Citizens' Committee to Review
Council Policy 43 and Excess Dwelling Units", which Committee subsequently met eight
times; and
WHEREAS, the City Council received and considered the final report and
recommendations of the Citizens' Committee; and
WHEREAS, the City Council has determined that the number of excess
dwelling units should be reduced and that projects should qualify for consideration of
allocation of the excess units based upon specific characteristics of the projects; and
WHEREAS, a major revision to existing 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.
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, APPROVED AND ADOPTED at a regular meeting of the City
Council of the City of Carlsbad held on the 17th day Of DECEMBER I
2002 by the following vote, to wit:
AYES: Council Members Hall, Packard
ABSENT: None
NOES: None
AwhM ORRAI E M. WOOD, City Clerk
(SEA d
COUNCIL POLICY STATEMENT
CITY OF CARLSBAD
- 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 December 17, 2002
Effective Date December 17, 2002
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-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.
5
CITY OF CARLSBAD Page 2 of 2 1
COUNCIL POLICY STATEMENT I
General Subject: Proposition E "Excess Dwelling"
Unit Bank
Specific Subject: Established Policy 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 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 Council, Planning Commission or Planning Director as appropriate 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. In approving a request for allocation of excess dwelling units,
the City Council shall consider the location of the requesting project and the compatibility of increased density
with existing adjacent residential neighborhoods in accordance with the applicable principles of the General
Plan.
CITY OF CARLSBAD I Page I of 2
COUNCIL POLICY STATEMENT
Policy No. 43
Date Issued
Effective Date December 17, 2002
Cancelkltion Date December 17, 2002
Supersedes No.
General Subject: Proposition E “Excess Dwelling”
Unit Bank
Specific Subject: Established Policy 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
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-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.
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
L
Page 2 of 2
Policy No. 43
Date Issued
Effective Date
Cancellation Date
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 Council, Planning Commission or Planning Director as appropriate 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. In approving a request for allocation of
excess dwelling units, the City Council shall consider the location of the requesting project and the
compatibility of increased density with existing adjacent residential neighborhoods in accordance
with the applicable principles of the General Plan.