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HomeMy WebLinkAbout2008-01-22; City Council; 19294; Request for Approval of Agreement for the Completion of Phase 1 of a Comprehensive Update Program to the City's General Plan, Local Coastal program and Zoning OrdinanceCITY OF CARLSBAD - AGENDA BILL AB# MTG. DEPT. 19,294 01/22/08 PLN REQUEST FOR APPROVAL OF AGREEMENT FOR THE COMPLETION OF PHASE 1 OF A COMPREHENSIVE UPDATE TO THE CITY'S GENERAL PLAN, LOCAL COASTAL PROGRAM, AND ZONING ORDINANCE. DEPT. HEAD tyrf $M CITY ATTY. rfS^ CITYMGR. (yCA— ~ RECOMMENDED ACTION: That the City Council ADOPT Resolution No. 2008-018 _, APPROVING an agreement with Dyett and Bhatia for the completion of Phase 1 of a comprehensive update to the City's General Plan, Local Coastal Program, and Zoning Ordinance (GPA 07-02/LCPA 07-02/ZCA 07-01). ITEM EXPLANATION: On December 5, 2006, the City Council adopted Resolution No. 2006-355, accepting the Citygate Associates Development Review Process Action Plan and Recommendations. The Citygate report included a recommendation to comprehensively update the General Plan, Local Coastal Program and Zoning Ordinance. The City Council's adoption of Resolution No. 2006-355 authorized the implementation of the Citygate recommendations. On April 24, 2007, the City Council authorized the preparation and content of the Request for Qualifications/Proposal (RFQ/RFP) to prepare the first phase of a comprehensive General Plan, LCP, and Zoning Ordinance update (the first phase consists of public visioning/outreach, analysis, research/and development of a final scope of work). Staff sent the RFQ/RFP to eleven consulting firms; four of the eleven firms submitted proposals to the City for consideration. Staff from the Planning Department and City Attorney's Office conducted a thorough review of each proposal, which included responses to the draft scope of work, the experience of the firm and of the specific individuals involved, and performance and product delivery schedules. After reviewing the four proposals, staff recommends hiring Dyett and Bhatia to complete Phase 1 of the General Plan, LCP, and Zoning Ordinance Update. Dyett and Bhatia's proposal was well prepared, exhibited a thorough understanding of the scope of work, demonstrated a high level of expertise and experience in preparing General Plan, LCP, and Zoning Ordinance updates, and included a responsive schedule and cost proposal. Dyett and Bhatia's proposal includes the services of the following sub-consultants: • Katz & Associates (Community Outreach Consultants) • Goodwin Simon Consulting (Public Opinion Consultants) • Mountain West Research (Public Opinion Surveyors) DEPARTMENT CONTACT: Don Neu 760-602-4601 dneu@ci.carlsbad.ca.us FOR CITY CLERKS USE ONLY. COUNCIL ACTION:APPROVED DENIED CONTINUED D WITHDRAWN D AMENDED D CONTINUED TO DATE SPECIFIC D CONTINUED TO DATE UNKNOWN D RETURNED TO STAFF D OTHER - SEE MINUTES D Page 2 Based on the expertise and experience of Dyett & Bhatia and their sub-consultants in preparing updates to general plans, local coastal programs, and zoning ordinances, and in conducting thorough and effective public visioning/participation programs, staff recommends that the City Council approve the attached consulting agreement with Dyett & Bhatia. A detailed description of the Phase 1 Scope of Work is included with the attached agreement. FISCAL IMPACT: The total cost of the consulting services to complete Phase 1 of the General Plan, LCP, and Zoning Ordinance Update is $232,710. Overall, the update program is estimated to cost up to $1.8 million (for Phase 1 and Phase 2). The funds are encumbered and available. Staff is, therefore, recommending that the City Council authorize the City Manager to enter into an agreement for $232,710 to fund the project. The available balance for Phase 2 will be $1,567,290. ENVIRONMENTAL IMPACT: The activities associated with Phase 1 of the update program (public visioning/outreach, analysis, research, and development of a final scope of work) will not involve or result in any disturbance to the environment, and is categorically exempt from the California Environmental Quality Act (CEQA). CEQA Section 15306 describes the following activities as being exempt from environmental review: "...basic data collection, research, experimental management, and resource evaluation activities which do not result in a serious or major disturbance to an environmental resource. These may be strictly for information gathering purposes, or as part of a study leading to an action which a public agency has not yet approved, adopted, or funded." EXHIBITS: 1. City Council Resolution No. 2008-018. approving an agreement between the City of Carlsbad and Dyett & Bhatia to complete Phase 1 of the General Plan, Local Coastal Program, and Zoning Ordinance Update. 2. Graphic exhibit for Phase 1 of the City of Carlsbad General Plan, Local Coastal Program, and Zoning Ordinance Update, dated January 2008. EXHIBIT 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 RESOLUTION NO. 2008-018 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, APPROVING A CONSULTING AGREEMENT WITH DYETT & BHATIA TO COMPLETE PHASE 1 OF A COMPREHENSIVE UPDATE TO THE CITY'S GENERAL PLAN, LOCAL ORDINANCE. CASE NAME: CASE NO.: COASTAL PROGRAM, AND ZONING PLAN, LOCAL COASTAL AND ZONING ORDINANCE GENERAL PROGRAM, UPDATE GPA 07-02/LCPA 07-02/ZCA 07-01 follows: The City Council of the City of Carlsbad, California, does hereby resolve as 1. That a consulting agreement with Dyett & Bhatia for consulting services to complete Phase 1 of a comprehensive update to the City's General Plan, Local Coastal Program, and Zoning Ordinance - GPA 07-02/LCPA 07-02/ZCA 07-01 (attached hereto) is hereby approved and the City Manager is authorized to execute said agreements. 2. Following the City Manager's execution of said agreements, the City Clerk is directed to forward copies of this resolution and said agreements to Dyett & Bhatia, Attention: Rajeev Bhatia, 755 Sansome Street, Suite 400, San Francisco, CA 94111; and to the Planning Department. PASSED AND ADOPTED at a regular meeting of the City Council of the City of Carlsbad on the 22nd day of January 2008 . by the following vote, to wit: AYES: Council Members Lewis, Kulcbin, Hall, Packard and Nygaard. NOES: None. ABSENT: None. JDE'ATLEWIS, Mayor ATTEST: LORRAINE N. WOOD(C)ty C£d£<^'i>&U ^*""** ti / i jt • C ~ /(SEAL) AGREEMENT FOR PREPARATION OF PHASE 1 OF A COMPREHENSIVE UPDATE TO THE CITY OF CARLSBAD'S GENERAL PLAN, LOCAL COASTAL PROGRAM, AND ZONING ORDINANCE (GPA 07-02/LCPA 07-02/ZCA 07-01) DYETT AND BHATIA THIS AGREEMENT is made and entered into as of the Cs^-3 day of 200 & . by and between the CITY OF CARLSBAD, a municipal ), and Dyett and Bhatia, a California Corporation, ("Contractor"). RECITALS A. City requires the professional services of a consulting firm that is experienced in preparing general plan, zoning ordinance, and local coastal program updates. B. Contractor has the necessary experience in providing professional services and advice related to conducting public outreach and preparing a comprehensive update to the City's General Plan, Zoning Ordinance, and Local Coastal Program. C. Selection of Contractor is expected to achieve the desired results in an expedited fashion. D. Contractor has submitted a proposal to City and has affirmed its willingness and ability to perform such work. NOW, THEREFORE, in consideration of these recitals and the mutual covenants contained herein, City and Contractor agree as follows: 1. SCOPE OF WORK City retains Contractor to perform, and Contractor agrees to render, those services (the "Services") that are defined in attached Exhibit "A", which is incorporated by this reference in accordance with this Agreement's terms and conditions. 2. STANDARD OF PERFORMANCE While performing the Services, Contractor will exercise the reasonable professional care and skill customarily exercised by reputable members of Contractor's profession practicing in the Metropolitan Southern California Area, and will use reasonable diligence and best judgment while exercising its professional skill and expertise. 3. TERM The term of this Agreement will be effective for a period of one (1) year from the date first above written. The City Manager may amend the Agreement to extend it for four (4) additional one (1) year periods or parts thereof in an amount not to exceed two-hundred-thirty-two-seven-hundred- ten dollars ($232,710) per Agreement year. Extensions will be based upon a satisfactory review of Contractor's performance, City needs, and appropriation of funds by the City Council. The parties will prepare a written amendment indicating the effective date and length of the extended Agreement. City Attorney Approved Version #11.28.06 4. TIME IS OF THE ESSENCE Time is of the essence for each and every provision of this Agreement. 5. COMPENSATION The total fee payable for the Services to be performed during the initial Agreement term will be two-hundred-thirty-two-seven-hundred-ten dollars ($232,710). No other compensation for the Services will be allowed except for items covered by subsequent amendments to this Agreement. The City reserves the right to withhold a ten percent (10%) retention until City has accepted the work and/or Services specified in Exhibit "A". Incremental payments, if applicable, should be made as outlined in attached Exhibit "A". 6. STATUS OF CONTRACTOR Contractor will perform the Services in Contractor's own way as an independent contractor and in pursuit of Contractor's independent calling, and not as an employee of City. Contractor will be under control of City only as to the result to be accomplished, but will consult with City as necessary. The persons used by Contractor to provide services under this Agreement will not be considered employees of City for any purposes. The payment made to Contractor pursuant to the Agreement will be the full and complete compensation to which Contractor is entitled. City will not make any federal or state tax withholdings on behalf of Contractor or its agents, employees or subcontractors. City will not be required to pay any workers' compensation insurance or unemployment contributions on behalf of Contractor or its employees or subcontractors. Contractor agrees to indemnify City within thirty (30) days for any tax, retirement contribution, social security, overtime payment, unemployment payment or workers' compensation payment which City may be required to make on behalf of Contractor or any agent, employee, or subcontractor of Contractor for work done under this Agreement. At the City's election, City may deduct the indemnification amount from any balance owing to Contractor. 7. SUBCONTRACTING Contractor will not subcontract any portion of the Services without prior written approval of City. If Contractor subcontracts any of the Services, Contractor will be fully responsible to City for the acts and omissions of Contractor's subcontractor and of the persons either directly or indirectly employed by the subcontractor, as Contractor is for the acts and omissions of persons directly employed by Contractor. Nothing contained in this Agreement will create any contractual relationship between any subcontractor of Contractor and City. Contractor will be responsible for payment of subcontractors. Contractor will bind every subcontractor and every subcontractor of a subcontractor by the terms of this Agreement applicable to Contractor's work unless specifically noted to the contrary in the subcontract and approved in writing by City. 8. OTHER CONTRACTORS The City reserves the right to employ other Contractors in connection with the Services. City Attorney Approved Version #11.28.06 9. INDEMNIFICATION Contractor agrees to indemnify and hold harmless the City and its officers, officials, employees and volunteers from and against all claims, damages, losses and expenses including attorneys fees to the extent arising out of the performance of the work described herein caused by any negligence, recklessness, or willful misconduct of the Contractor, any subcontractor, anyone directly or indirectly employed by any of them or anyone for whose acts any of them may be liable. The parties expressly agree that any payment, attorney's fee, costs or expense City incurs or makes to or on behalf of an injured employee under the City's self-administered workers' compensation is included as a loss, expense or cost for the purposes of this section, and that this section will survive the expiration or early termination of this Agreement. 10. INSURANCE Contractor will obtain and maintain for the duration of the Agreement and any and all amendments, insurance against claims for injuries to persons or damage to property which may arise out of or in connection with performance of the services by Contractor or Contractor's agents, representatives, employees or subcontractors. The insurance will be obtained from an insurance carrier admitted and authorized to do business in the State of California. The insurance carrier is required to have a current Best's Key Rating of not less than "A-VN". 10.1 Coverages and Limits. Contractor will maintain the types of coverages and minimum limits indicated below, unless City Attorney or City Manager approves a lower amount. These minimum amounts of coverage will not constitute any limitations or cap on Contractor's indemnification obligations under this Agreement. City, its officers, agents and employees make no representation that the limits of the insurance specified to be carried by Contractor pursuant to this Agreement are adequate to protect Contractor. If Contractor believes that any required insurance coverage is inadequate, Contractor will obtain such additional insurance coverage, as Contractor deems adequate, at Contractor's sole expense. 10.1.1 Commercial General Liability Insurance. $1,000,000 combined single-limit per occurrence for bodily injury, personal injury and property damage. If the submitted policies contain aggregate limits, general aggregate limits will apply separately to the work under this Agreement or the general aggregate will be twice the required per occurrence limit. 10.1.2 Automobile Liability (if the use of an automobile is involved for Contractor's work for City). $1,000,000 combined single-limit per accident for bodily injury and property damage. 10.1.3 Workers' Compensation and Employer's Liability. Workers' Compensation limits as required by the California Labor Code and Employer's Liability limits of $1,000,000 per accident for bodily injury. Workers' Compensation and Employer's Liability insurance will not be required if Contractor has no employees and provides, to City's satisfaction, a declaration stating this. City Attorney Approved Version #11.28.06 10.1.4 Professional Liability. Errors and omissions liability appropriate to Contractor's profession with limits of not less than $1,000,000 per claim, and $2,000,000 aggregate. Coverage must be maintained for a period of five years following the date of completion of the work. 10.2. Additional Provisions. Contractor will ensure that the policies of insurance required under this Agreement contain, or are endorsed to contain, the following provisions: 10.2.1 The City will be named as an additional insured on General Liability. 10.2.2 Contractor will obtain occurrence coverage, excluding Professional Liability, which will be written as claims-made coverage. 10.2.3 This insurance will be in force during the life of the Agreement and any extensions of it and will not be canceled without thirty (30) days prior written notice to City sent by certified mail pursuant to the Notice provisions of this Agreement. 10.3 Providing Certificates of Insurance and Endorsements. Prior to City's execution of this Agreement, Contractor will furnish certificates of insurance and endorsements to City. 10.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these insurance coverages, then City will have the option to declare Contractor in breach, or may purchase replacement insurance or pay the premiums that are due on existing policies in order to maintain the required coverages. Contractor is responsible for any payments made by City to obtain or maintain insurance and City may collect these payments from Contractor or deduct the amount paid from any sums due Contractor under this Agreement. 10.5 Submission of Insurance Policies. City reserves the right to require, at anytime, complete and certified copies of any or all required insurance policies and endorsements. 11. BUSINESS LICENSE Contractor will obtain and maintain a City of Carlsbad Business License for the term of the Agreement, as may be amended from time-to-time. 12. ACCOUNTING RECORDS Contractor will maintain complete and accurate records with respect to costs incurred under this Agreement. All records will be clearly identifiable. Contractor will allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of records and any other documents created pursuant to this Agreement. Contractor will allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement. 13. OWNERSHIP OF DOCUMENTS All work product produced by Contractor or its agents, employees, and subcontractors pursuant to this Agreement is the property of City. In the event this Agreement is terminated, all work product produced by Contractor or its agents, employees and subcontractors pursuant to this Agreement will be delivered at once to City. Contractor will have the right to make one (1) copy City Attorney Approved Version #11.28.06 1 of the work product for Contractor's records. Photographs and drawings from Consultant's collection previously developed by Consultant but provided as reference material for project shall remain the property of the Consultant. 14. COPYRIGHTS Contractor agrees that all copyrights that arise from the services will be vested in City and Contractor relinquishes all claims to the copyrights in favor of City. 15. NOTICES The name of the persons who are authorized to give written notices or to receive written notice on behalf of City and on behalf of Contractor under this Agreement. For City: Name; Title: For Contractor: Don Neu Planning Director Name:_ Title: Raieev Bhatia Principal Department: Planning City of Carlsbad Address: 1635 Faraday Avenue. Carlsbad. CA 92008 Phone No.: (760) 602- 4601 Address: 755 Sansome St. Ste 400. San Francisco. CA 94111 Phone No.: (415)956-4300 Each party will notify the other immediately of any changes of address that would require any notice or delivery to be directed to another address. 16. CONFLICT OF INTEREST City will evaluate Contractor's duties pursuant to this Agreement to determine whether disclosure under the Political Reform Act and City's Conflict of Interest Code is required of Contractor or any of Contractor's employees, agents, or subcontractors. Should it be determined that disclosure is required, Contractor or Contractor's affected employees, agents, or subcontractors will complete and file with the City Clerk those schedules specified by City and contained in the Statement of Economic Interests Form 700. Contractor, for Contractor and on behalf of Contractor's agents, employees, subcontractors and consultants warrants that by execution of this Agreement, that they have no interest, present or contemplated, in the projects affected by this Agreement. Contractor further warrants that neither Contractor, nor Contractor's agents, employees, subcontractors and consultants have any ancillary real property, business interests or income that will be affected by this Agreement or, alternatively, that Contractor will file with the City an affidavit disclosing this interest. 17. GENERAL COMPLIANCE WITH LAWS Contractor will keep fully informed of federal, state and local laws and ordinances and regulations which in any manner affect those employed by Contractor, or in any way affect the performance of the Services by Contractor. Contractor will at all times observe and comply with City Attorney Approved Version #11.28.06 these laws, ordinances, and regulations and will be responsible for the compliance of Contractor's services with all applicable laws, ordinances and regulations. Contractor will be aware of the requirements of the Immigration Reform and Control Act of 1986 and will comply with those requirements, including, but not limited to, verifying the eligibility for employment of all agents, employees, subcontractors and consultants that the services required by this Agreement. 18. DISCRIMINATION AND HARASSMENT PROHIBITED Contractor will comply with all applicable local, state and federal laws and regulations prohibiting discrimination and harassment. 19. DISPUTE RESOLUTION If a dispute should arise regarding the performance of the Services the following procedure will be used to resolve any questions of fact or interpretation not otherwise settled by agreement between the parties. Representatives of Contractor or City will reduce such questions, and their respective views, to writing. A copy of such documented dispute will be forwarded to both parties involved along with recommended methods of resolution, which would be of benefit to both parties. The representative receiving the letter will reply to the letter along with a recommended method of resolution within ten (10) business days. If the resolution thus obtained is unsatisfactory to the aggrieved party, a letter outlining the disputes will be forwarded to the City Manager. The City Manager will consider the facts and solutions recommended by each party and may then opt to direct a solution to the problem. In such cases, the action of the City Manager will be binding upon the parties involved, although nothing in this procedure will prohibit the parties from seeking remedies available to them at law. 20. TERMINATION In the event of the Contractor's failure to prosecute, deliver, or perform the Services, City may terminate this Agreement for honperformance by notifying Contractor by certified mail of the termination. If City decides to abandon or indefinitely postpone the work or services contemplated by this Agreement, City may terminate this Agreement upon written notice to Contractor. Upon notification of termination, Contractor has five (5) business days to deliver any documents owned by City and all work in progress to City address contained in this Agreement. City will make a determination of fact based upon the work product delivered to City and of the percentage of work that Contractor has performed which is usable and of worth to City in having the Agreement completed. Based upon that finding City will determine the final payment of the Agreement. Either party upon tendering thirty (30) days written notice to the other party may terminate this Agreement. In this event and upon request of City, Contractor will assemble the work product and put it in order for proper filing and closing and deliver it to City. Contractor will be paid for work performed to the termination date; however, the total will not exceed the lump sum fee payable under this Agreement. City will make the final determination as to the portions of tasks completed and the compensation to be made. City Attorney Approved Version #11.28.06 21. COVENANTS AGAINST CONTINGENT FEES Contractor warrants that Contractor has not employed or retained any company or person, other than a bona fide employee working for Contractor, to solicit or secure this Agreement, and that Contractor has not paid or agreed to pay any company or person, other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift, or any other consideration contingent upon, or resulting from, the award or making of this Agreement. For breach or violation of this warranty, City will have the right to annul this Agreement without liability, or, in its discretion, to deduct from the Agreement price or consideration, or otherwise recover, the full amount of the fee, commission, percentage, brokerage fees, gift, or contingent fee. 22. CLAIMS AND LAWSUITS By signing this Agreement, Contractor agrees that any Agreement claim submitted to City must be asserted as part of the Agreement process as set forth in this Agreement and not in anticipation of litigation or in conjunction with litigation. Contractor acknowledges that if a false claim is submitted to City, it may be considered fraud and Contractor may be subject to criminal prosecution. Contractor acknowledges that California Government Code sections 12650 et seq.. the False Claims Act applies to this Agreement and, provides for civil penalties where a person knowingly submits a false claim to a public entity. These provisions include false claims made with deliberate ignorance of the false information or in reckless disregard of the truth or falsity of information. If City seeks to recover penalties pursuant to the False Claims Act, it is entitled to recover its litigation costs, including attorney's fees. Contractor acknowledges that the filing of a false claim may subject Contractor to an administrative debarment proceeding as the result of which Contractor may be prevented to act as a Contractor on any public work or improvement for a period of up to five (5) years. Contractor acknowledges debarment by another jurisdiction is grounds for City to terminate this Agreement. 23. JURISDICTIONS AND VENUE Any action at law or in equity brought by either of the parties for the purpose of enforcing a right or rights provided for by this Agreement will be tried in a court of competent jurisdiction in the County of San Diego, State of California, and the parties waive all provisions of law providing for a change of venue in these proceedings to any other county. 24. SUCCESSORS AND ASSIGNS It is mutually understood and agreed that this Agreement will be binding upon City and Contractor and their respective successors. Neither this Agreement or any part of it nor any monies due or to become due under it may be assigned by Contractor without the prior consent of City, which shall not be unreasonably withheld. 25. ENTIRE AGREEMENT This Agreement, together with any other written document referred to or contemplated by it, along with the purchase order for this Agreement and its provisions, embody the entire Agreement and understanding between the parties relating to the subject matter of it. In case of conflict, the terms of the Agreement supersede the purchase order. Neither this Agreement nor any of its provisions may be amended, modified, waived or discharged except in a writing signed by both parties. City Attorney Approved Version #11.28.06 IQ 26. AUTHORITY The individuals executing this Agreement and the instruments referenced in it on behalf of Contractor each represent and warrant that they have the legal power, right and actual authority to bind Contractor to the terms and conditions of this Agreement. DYETT AND BHATIA, a California Corporati (sign here) CARkSBAD, A municipal (print name/title) B ATTEST: 'City ClerlL/ . WOOZfJ ' ^ (print name/title)' ! ^Me- te-mail address) If required by City, proper notarial acknowledgment of execution by contractor must be attached. If a Corporation. Agreement must be signed by one corporate officer from each of the following two groups. *Group A. Chairman, President, or Vice-President **Group B. Secretary, Assistant Secretary, CFO or Assistant Treasurer Otherwise, the corporation must attach a resolution certified by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to bind the corporation. APPROVED AS TO FORM: RONALD R. B,ALL, City Attorney By: istant City Attorney 8 City Attorney Approved Version #11.28.06 CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT State of California County of ss. Date f personally appeared before me,/ , Name and Title of Officer (e.g., "Jane Doe, Mary Public") Name(s) of Signer(s) ANTONIO LOCATELLI Comm.# 1457347 NOTARV PUBLIC-CALIFORNIA City 1 County of Son Francisco My Comrn. Expires Jan. 18.2008 (A D personally known to me [i proved to me on the basis of satisfactory evidence 10 be the person(s) whose name(s) is^elsubscribed to the wittjiaanstrument and acknowledged to me thg he/she^heyjexecuted the same in his/h authorized capacity(ies), and that by hi signature(s) on the instrument the person(s), entity upon behalf of which the person(s) acted, executed the instrument. Place Notary Seal Above WITNESS my hand and offi A-i l seal. Signature OPTIONAL Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this form to another document. Description of Attached Document Title or Type of Document: Document Date:. Number of Pages: Signer(s) Other Than Named Above:. Capacity(ies) Claimed by Signer(s) Signer's Name: D Individual D Corporate Officer — Title(s): D Partner — D Limited D General D Attorney in Fact D Trustee D Guardian or Conservator D Other: RIGHT THUMBPRINT OF SIGNER Signer Is Representing: Top of thumb here Signer's Name: D Individual D Corporate Officer — Title(s): D Partner — D Limited D General D Attorney in Fact D Trustee D Guardian or Conservator D Other: Signer Is Representing:. Top of thumb here © 2004 National Notary Association • 9350 De Soto Ave., P.O. Box 2402 • Chatswortfi, CA 91313-2402 Item No. 5907 Reorder: Call Toil-Free 1-800-876-6827 DYETT & BHATIA Urban and Regional Planners Exhibit A Scope of Work Phase 1 - City of Carlsbad General Plan, Local Coastal Program (LCP), and Zoning Ordinance Update Section 1.1, below, describes the work tasks for Phase 1 of the City of Carlsbad General Plan, LCP, and Zoning Ordinance Update, and Section 1.2 outlines the meetings and products of Phase 1. Section 1.3 outlines a preliminary list of tasks for Phase 2 (a final scope of work for Phase 2 will be prepared for City Council approval after the completion of Phase 1). 1.1 PHASE 1: SCOPE OF WORK (TASKS) TASK 1: INITIAL RECONNAISSANCE A series of introductory and organizational tasks will be completed. An introductory meeting between the Dyett & Bhatia team (D&B) and City staff will occur. Background information needs will be determined, plan product formats, including computer-mapping formats, will be established, and the available land use information will be analyzed. Also included in this task is fine-tuning the public participation program, although this component has to be flexible to respond to changing needs as the project progresses. A. Conduct a kick-off meeting with City Staff. D&B will meet with members of City staff to discuss their ideas and aspirations for the project. At these meetings data sources will be identified, roles and responsibilities will be clarified, communication protocols will be established, and work program modifications will be discussed. The approach to public participation will also be determined at this meeting. (Note: City staff will form an internal group of staff representatives from various departments to collaboratively participate in the visioning and update process). B. Develop detailed public visioning/participation program and schedule. A detailed public visioning/participation program and schedule will be developed in coordination with City staff, using the components identified in the finalized scope of work. The participation programs will be highly visible and inclusive of the geographic, cultural, and political diversity of Carlsbad. City Council approval of the public participation program will be undertaken prior to initiation of the program. C. Conduct a workshop and/or conduct interviews with City boards and commissions. Staff and D&B will meet with members of City boards and commissions (Arts Commission, Beach Preservation Commission, Carlsbad Tourism Business Improvement District Board, Historic Preservation Commission, Housing Commission, Library Board, Parks and Recreation Commission, Planning Commission, Senior Commission, and Traffic Safety Commission) to discuss their ideas and obtain their input on the public visioning component of the project, as well as the overall General Plan, LCP and Zoning Ordinance update. The objective of these meetings will be to give board and commission members the opportunity to describe their priorities for the visioning and update process, as well as what they believe will be any controversies. DYETT & BHATIA Phase 1 - City of Carlsbad General Plan/LCP/Zoning Ordinance Update Urban and Regional Planners /- OT 14 Input from the boards and commissions will be incorporated into the visioning and participation program, which will then be presented to the City Council for approval. D. Conduct a kick-off workshop and/or conduct interviews with the City Council. Staff and D&B will meet with members of the City Council (in a workshop and/or individual interviews) to discuss their ideas and aspirations for the public visioning component of the project, as well as the overall General Plan, LCP and Zoning Ordinance update. The objective of the workshop/interviews will be to give the City Council the opportunity to describe their own priorities for the visioning and update process and what they believe will be any controversies, as well as to obtain their approval of the public visioning and participation program. The proposed approach to public visioning and participation will be described at the meeting and any needed refinements will be made after the meeting. E. Establish Project Web site. D&B will provide to City staff complete design of project Web pages for placement on the City's Web site. The project Web pages will include a mechanism for citizen input, which will help to build our communications database for this project. F. Project Logo/"Branding". An identifiable and representative logo/image of the project will be created to generate interest and involvement in the process. A logo can impart a unified look to outreach materials, meeting and workshop graphics, and publications, enabling more effective sustained communication with the community. G. Communications Database. D&B will work with City staff to build an enhanced communications database for the General Plan Update effort. D&B recommends building on the existing contact databases within the City, but beyond those maintained purely for planning efforts. Such a list would likely be maintained by City staff, but D&B will recommend sources for expansion and incorporate mechanisms in all of our public outreach materials for citizens to provide their contact information to stay informed. Meetings: Kick-off meeting with City staff Kick-off & issues workshop/interviews with City boards and commissions Kick-off & Issues workshop/interviews with City Council Products: Memo Detailing Public Participation Program/Schedule Project Website Project Logo/Branding TASK 2: PRELIMINARY OPPORTUNITES AND CONSTRAINTS ANALYSIS The objective of this task will be to compile background information and conduct preliminary analysis of land use opportunities and constraints to enable informed public dialogue. This will not be a comprehensive analysis of all existing conditions, trends, and opportunities, as detailed technical reports will be compiled as part of Phase 2. An important part of this process is determining what new information needs to be developed and researched versus what information is readily available. It is expected that a meeting with City staff can be helpful in determining this. Where possible, data will be compiled in consistent formats for ease of review. Geographic data not in GIS databases will be imported electronically for use in the D&B and the City GIS systems. JL DYETT & BHATIA Phase 1 - City of Carlsbad General Plan/LCP/Zoning Ordinance Update Urban and Regional Planners 3 Of 14 A. Obtain and Compile GIS Database. Using data available from the City and other State and federal sources, D&B will prepare a computerized base map for the display and analysis of planning area land data. Digital orthophotos may be needed in order to assist in confirming existing land use. All GIS information and database development will be coordinated with the City's GIS specialists. B. Conduct Land Use Survey/Vacant Parcel Survey. Building on information gathered in Step A above, focused windshield surveys will be conducted to verify land use data accuracy and to identify underutilized parcels. A complete land use data layer will be provided to the City in ArcView format. Significant vacant and underutilized parcels will be identified using assessors' data, windshield survey, and City staff assistance. C. Conduct General Plan Advisory Committee (GPAC) Meeting. The first GPAC meeting will include: Introduction to the General Plan Update, scope, process, and schedule. Ground rules for meetings. Brainstorming on initial opportunities and challenges. D. Conduct Initial Analysis. D&B will do the following: Land Use Identify existing land uses and patterns within the City and depict these on the base map based on information available from the City. Tabulate the acreage of each category of use and, where information is available, the associated quantity of development such as the number of housing units and commercial and industrial square footage. Land use densities/intensities (units per acre for housing and floor area ratios for commercial and industrial uses) will be specified (we believe that this information can be compiled using the assessors' data, supplemented with focused fieldwork). Identify specific plans, redevelopment plans, and master development plans and depict these on the base map, and describe their intended use and character. Map Habitat Management Plan and open spaces. Map topography and slopes. Identify "Focus Areas" that will be the subject of greater planning emphasis in Phase 2. D&B's analysis will lead into an assessment of the recent and long-term trends in land use within Carlsbad. This assessment will focus on the important patterns and trends that will affect the choices that the City must make later in the planning process. Maps, DYETT & BHATIA Phase 1 - City of Carlsbad General Plan/LCP/Zoning Ordinance Update Urban and Regional Planners 4 Of 14 photographs, illustrations, tables, and charts will be extensively used to facilitate understanding of the data. Development Trends and Growth Projections D&B will analyze building permitting and rezoning data available from the City to assess the current market forces in operation in the City. Latest SANDAG population and employment growth projections will be obtained, and translated into land use demand; while the City's goals may deviate from SANDAG projections, these will provide a comparative baseline. Meeting: GPAC Product: Working Paper on Opportunities and Challenges TASK 3: ISSUES AND VISIONING The objective of this task is to confirm existing community visions, identify and understand new ideas and issues, and to establish a coordinated and realistic direction for the future founded on a community-based, sustainable-community strategic vision. The task consists of both informing the public of the General Plan, LCP, and Zoning Ordinance Update process (via the first of a set of Project Newsletters), and subsequently obtaining feedback from the public on what they deem are the primary issues in their community that should shape the Update process. Feedback will be obtained though stakeholder meetings, four neighborhood workshops, and citywide mail-in survey. Since the development of a vision that is responsive to public concerns and can be supported by the general public is critical, the visioning process must be a very public effort. This task is intended not only to provide a more complete picture of the issues and opportunities facing Carlsbad, but also to build public support and 'buy-in' into the Update process. In addition to these outreach methods, community members will be engaged in the visioning process through postings on the City's website, newsletters, spots on the community television channel, or presentations to local community groups. D&B will work with City staff to determine an appropriate level of community outreach for the project. A. Prepare Initial Newsletter. The first newsletter will explain the objectives of the General Plan/LCP/Zoning Ordinance Update program, key issues to be addressed, and opportunities for public participation. The newsletter will also include the survey (see Step H below). The newsletter will help ensure that citizens are informed about how and when to be involved in the Update process. The City will be responsible for printing and mailing of the newsletter. The newsletter could also be posted on the City's Web site on the General Plan Update pages. B. Media Relations. The initial newsletter, proposed above, may be part of a larger City- initiated publicity campaign that includes public service announcements, press releases, op/ed articles, direct mail letters of invitation, etc. The D&B team will provide strategic counsel and specific language for media materials, as desired by City staff. D&B also DYETT & BHATIA Phase 1 - City of Carlsbad General Plan/LCP/Zoning Ordinance Update Urban and Regional Planners 5 Of 14 recommends the development of newsletter articles for placement in the publications of civic organizations. C. Conduct Stakeholder Meetings. D&B will conduct face-to-face interviews with 20 to 30 key stakeholders (in groups of 2 or 3; or about 12 to 14 total meetings over perhaps two days), including community leaders, business owners, homeowners' association representatives, developers, and others concerned about Carlsbad's future. This will give us a broad sense of the community, elicit candid input on planning issues, and allow us to look for common goals. This step is critical, because often people will be much more candid in a one-on-one or small group interview. D&B will ask a series of questions so that we learn about major issues of concern, deal breakers, desirables, and the political factors that may come into play. D. Conduct meeting with City staff representatives from various departments. D&B will meet with staff representatives from various departments (at one group meeting) to gather input on issues specific to the various City departments. This will ensure that all divisions of the City organization are involved in the visioning and update process, and that their specific issues are addressed. E. Conduct Community Visioning Workshops. D&B and Katz and Associates will conduct four community workshops to develop community visions and assist the team in "scoping" issues for the General Plan/LCP/Zoning Ordinance. In addition to gathering input on citywide issues/visions, the workshops will be designed to solicit input on issues specific to each City quadrant as well, including opportunity sites. The consultant team will prepare materials and conduct the workshops (while consultant team members will have primary responsibility, City staff will be available for tabletop facilitation at a few tables). The workshops will be designed as community events, designed to facilitate the participation of a wide diversity of residents, business people, and other key stakeholders. F. Hold Neighborhoods/Business Groups/Other Briefings. Sometimes it is effective to reach out to groups where they meet, broadening outreach to those who do not otherwise come to public workshops. D&B envisions short presentations and feedback at these meetings, to be led by Katz and Associates. Six such briefings are included in the budget; these meetings are likely to be distributed across various tasks (and not just Task 3). If City staff wants to undertake all or a portion of these meetings, D&B will coordinate the efforts. G. Hold Community Educational Forums. Community visioning and assessment of issues will be accompanied by forums designed to educate and inspire the community to think big about our future and what the implications might be. Educational topics might include sustainability issues (environment, social, economic), community design, public health, transportation, etc. These will address questions such as: How can we reduce our global environmental impact? How can we plan our community and neighborhoods to improve public health, specifically the health of our children and aging population? What type of example can we set for other communities in California and the world? How can we build on our assets and what residents cherish about Carlsbad? n DYETT & BHATIA Phase 1 - City of Carlsbad General Plan/LCP/Zoning Ordinance Update Urban and Regional Planners 6 Of 14 During Phase 1, four forums will be held (more forums will be held as part of Phase 2). D&B will work with City staff to identify topics, speakers/participants, establish agendas for the forums, and attend them. H. Conduct Mail-in Survey. A postage prepaid mail-in survey will be prepared (included as part of the newsletter in Step A of Task 3; postage to be paid by City) to understand viewpoints related to the city's vision, growth and development, salient planning issues, and potentially transportation use and habits, to help with later transportation analysis. This survey will be mailed to all households. With an eight percent response rate, mailing the survey to all of Carlsbad's 42,000 households would yield approximately 3,360 responses. D&B will work with the City to develop and refine the survey instrument, and Mountain West Research will code the survey, maintaining cross-tabulations to enable more detailed demographic evaluations. I. Phone Survey (Optional). Instead of the mail-in survey (D&B does not recommend that the City do both a mail-in and a phone survey), should the City so desire, D&B can conduct a random phone survey. A sample size of 400 will allow for analysis of important subgroups and reduce the statistical margin of error to an acceptable level for most population groups; the optional budget shown includes a range\—400, 600, and 1,000—of completed responses, with a survey of 15-minutes duration. D&B proposes drawing a random digit dial (ROD) sample of City residents to accurately identify potential participants for the telephone survey by their residency status. A draft questionnaire will be reviewed with City staff, pre-tested, and then administered from a phone bank. The survey can also be translated into Spanish for monolingual Spanish speaking residents or bilingual residents that would prefer to respond in Spanish. Each response will be coded, keypunched and detailed cross-tabulations will be produced. The cross-tabulations generally include age, gender, ethnic group, income, home ownership, and geographic breakdowns. Results of the analysis will be presented in a report written in clear and simple English, and an electronic copy of the cross- tabulations will be provided to the City. J. Prepare Report on Community Vision. Results from the various methods of outreach will be compiled into a short document that reflects the community's vision of its future. This vision will be fleshed out with emerging Guiding Principles or Themes encapsulating a variety of aspects of the city's development, and also facilitate later comparison with the themes of the current General Plan. K. GPAC Meeting. Results of the community visioning process and the emerging Guiding Themes/Principles will be reviewed and refined. L. Present Report on Community Vision to Decision-makers. Findings of the outreach and the Guiding Principles/Themes will be presented to decision makers (the City Council, or a joint meeting of the Planning Commission/City Council). Their comments will be used to finalize the Guiding Principles. DYETT & BHATIA Phase 1 - City of Carlsbad General Plan/LCP/Zoning Ordinance Update Urban and Regional Planners 7of14 M. Media Relations. Draft press materials to communicate initial citizen input and visions. N. Newsletter #2. Draft the second newsletter on the project communicating early citizen input and visions. Meetings: Stakeholder Meetings (12-14) Community Workshops (4) Community Educational Forums (4) Neighborhood/Key Group Briefings (6) GPAC Decision-maker Workshop on Community Vision Products: Newsletter #1 Press Release/Media Materials Memo on Stakeholder Interviews Memo on Community Workshop Mail-in Survey and Report on Survey Report on Community Vision Press Release/Media Materials Newsletter #2 TASK 4: VISION/CURRENT POLICY "MATCH"; EVALUATION OF CURRENT GENERAL PLAN AND SPECIFIC AND AREA PLANS, AND LCP D&B will review all mandatory and optional elements of the 1994 General Plan, and LCP, as well as all Specific and Area Plans for relationship to the new community vision to scope efforts for these for Phase 2. A. Review Current General Plan, LCP, and all Specific and Area Plans. D&B analysis will have several primary objectives/subtasks: • Vision Match. The themes of the General Plan as well the goals in each of the elements will be reviewed to see how well they reflect current community vision. • Effectiveness. Based on discussion with Department Heads (Task 1) and outreach, D&B will ascertain effectiveness of the current General Plan. • Outdatedness. Based on changes in setting and policies, D&B will establish which parts of the General Plan are no longer current, or where implementation has already been accomplished. Similarly, specific and area plans will be reviewed for currency and effectiveness, and also examined for possible folding into General Plan and Zoning Ordinances to remove redundancy. • Internal Inconsistencies. During review of the General Plan, LCP, and Specific and Area Plans, D&B will identify any broad inconsistencies between policies, tables, charts, and/or graphics among the different Plan elements and Specific and Area Plans. In addition, inconsistencies (policy and map-based) between the General Plan and LCP Land Use Plan will be identified. DYETT & BHATIA Phase 1 - City of Carlsbad General Plan/LCP/Zoning Ordinance Update Urban and Regional Planners 8 Of 14 B. Compile Working Paper on Vision/Policy Match. This report will contain three primary components: • Identification of key General Plan issues by element; • Preliminary recommendations on update/restructuring of various area and spe- cific plans; and • Recommendations on integrating the LCP Land Use Plan with the General Plan and the Implementation Program with the Zoning Ordinance to streamline poli- cies and procedures and avoid duplication and redundancy. Product Working Paper on Vision/Policy Match TASK 5: ZONING ISSUES IDENTIFICATION While some of the zoning work (on districts, and design and development standards) will follow the lead established by the General Plan, D&B propose to conduct focused identification of issues to tailor the Phase 2 Zoning Ordinance work program. A. Prepare for and participate in one day of stakeholder interviews. City staff will be responsible for identifying and coordinating interviews with stakeholders. With concurrent small group interviews in 2 or more rooms, up to 30 stakeholders could participate in this process. Issues identified by stakeholders will be classified and sorted to identify common themes and shared concerns. Prepare a final "punch list" of issues and options based on the stakeholder interviewing, organized by topic, including options for districting; use regulations; development and design standards; signs, subdivisions, affordable housing, and administration. Revise based on staff comment. Review issues and options with the Planning Commission. B. Conduct a joint City Council and Planning Commission public workshop on zoning issues. Issues identified in Step A (above) will be reviewed, and the City Council and Planning Commission provided an opportunity to identify their own set of priorities and issues that the revised Zoning Ordinance should address. C. Compile Working Paper on Zoning Issues. Results of the stakeholder interviews and the City Council/Planning Commission workshop will be compiled into a list of zoning issues (sorted by topic) that the new Zoning Ordinance will have to address. D. Media Relations. Draft press materials to support communication of the City Council/Planning Commission workshops. Meetings: Zoning stakeholders meetings (30 meetings in one day; 2-3 simultaneous rooms) City Council/Planning Commission Workshops Products: Working Paper: Zoning Issues Press Release/Media Materials '*> / DYETT & BHATIA Phase 1 - City of Carlsbad General Plan/LCP/Zoning Ordinance Update Urban and Regional Planners 9 Of 14 TASK 6: GENERAL PLAN/LCP/ZONING ORDINANCE UPDATE WORK PROGRAM D&B will prepare a step-by-step work program that will serve as a comprehensive roadmap to updating the General Plan/LCP/Zoning Ordinance in a logical and efficient manner. This work program will be issue oriented, reflecting findings of the assessment, rather than simply being process oriented. A comprehensive community participation program for Phase 2 will also be outlined. D&B will also prepare a draft budget for the various work components. A. Prepare Work Program. An Administrative Draft of this report will be prepared for City staff review, and following staff comments, the report will be finalized for review with the GPAC. B. GPAC Meeting. The Draft Work Program for Phase 2, including community outreach, will be reviewed with the GPAC. Their comments and discussion will be used to refine the work program for presentation to the City Council. If so desired, a two-meeting effort will be utilized: In the first meeting (prior to preparing the Work Program), key issues for each General Plan topic/element will be reviewed with the GPAC, which will be used as a basis for preparing the draft Work Program, which will then be reviewed in a meeting with the GPAC. C. Present Work Program to Decision Makers. D&B will participate with staff in presenting the Work Program to the City Council. D. Media Relations. Draft press materials to support communication of the conclusion of Phase 1 of the update process. Meetings: GPAC (2) Decision-maker Meeting Products: General Plan/Zoning Ordinance/LCP Update Work Program Press Release/Media Materials 1.2 PHASE 1: MEETINGS AND PRODUCTS MEETINGS (PUBLIC VISIONING/OUTREACH) Kick-off & Issues Meeting with City Boards and Commissions Kick-off & Issues Meeting with City Council/Planning Commission Stakeholder Meetings (12-14) Community Workshops (4) Community Educational Forums (4) Neighborhood/Key Group Briefings (6) Zoning stakeholders meetings (30 meetings in one day; 2-3 simultaneous rooms) City Council/Planning Commission Workshop on Zoning Issues Decision-maker Meeting on Community Vision Decision-maker Meeting on Phase 2 Work Program General Plan Advisory Committee (GPAC) (4) DYETT & BHATIA Phase 1 - City of Carlsbad General Plan/L CP/Zoning Ordinance Update Urban and Regional Planners 10 Of 14 PRODUCTS Outreach Materials Memo Detailing Public Participation Program/Schedule Project Website Project Logo/Branding Newsletter #1: General Plan, LCP, and Zoning Ordinance Update Introduction Newsletter #2: Community Input and Vision Reports on Outreach/Vision Memo on Stakeholder Interviews Memo on Community Workshops Mail-in Survey and Report on Survey Report on Community Vision Technical Products/Working Papers Working Paper on Preliminary Opportunities and Challenges Working Paper on Vision/Policy Match (includes identification of issues by General Plan Element) Working Paper: Zoning Issues General Plan/Zoning Ordinance/LCP Update Work Program Dyett & Bhatia will provide one original hardcopy and one electronic copy of all documents/products to the City, and the City will be responsible for printing multiple copies. City will also be responsible for printing costs and mailing of the newsletters. 1.3 PHASE 2: POTENTIAL TASKS (NOT A PART OF CONTRACT) Phase 1 will culminate in a scope of work for Phase 2. Thus, it is premature to present a scope for Phase 2 at this stage. However, to provide a sense of how the work effort and budget for Phase 2 could potentially be distributed, following is a preliminary outline of tasks that could result. In the approach outlined below, the General Plan, LCP, and Zoning Ordinance Update, and the Environmental Impact Report work down into nine tasks, reflecting integrated public participation and analytical processes. These phases—Background Studies/Opportunities and Challenges Assessment, Choices, Draft General Plan, LCP and EIR, Final General Plan, LCP and EIR, and Zoning Ordinance Update—are outlined below, and would build upon the community visioning conducted for Phase 1. Throughout these phases, the General Plan update will need to address the major issues being faced by the City. Understanding what these are and how they are perceived will evolve as the program proceeds; it is essential to retain flexibility to address and respond to specific concerns within the State mandated context of what a General Plan is and how it is intended to be used. DYETT & BHATIA Phase 1 - City of Carlsbad General Plan/LCP/Zoning Ordinance Update Urban and Regional Planners 11 Of 14 The General Plan, LCP, and Zoning Ordinance will be laid out in an easy to read format, have a visual orientation, and richly illustrated with drawings, sketches, graphs/charts, and photographs. The theme of sustainability (environmental, economic, and social) will be the foundation of the General Plan format. The Community Participation Program for Phase 2 will be developed as part of Phase 1 (Task 6), and will likely encompass at least two rounds of community workshops, neighborhood/stakeholder meetings and briefings, periodic newsletters, as well as continued maintenance on an active project website. These are described in an outline form after the task descriptions. POTENTIAL PHASE 2 TASK 1: EXISTING CONDITIONS, OPPORTUNITIES AND CHALLENGES ASSESSMENT The objective of this task will be to obtain and compile background information, analyze long- term trends, summarize the opportunities and constraints in Carlsbad (building on the preliminary opportunities and constraints analysis in Phase 1), and identify key factors that will affect planning decisions. For many topics, the background assessment will serve as the "setting" for the Environmental Impact Report. Topics may include: • Land Use • Economics and Demographics • Sustainability (environmental, economic, and social) • Transportation • Growth Management • Community/Urban Design • Parks and Open Space • Environmental Resources • Historical and Archaeological Resources • Geologic/Seismic Hazards • Flood Hazards • Fire Hazards • Noise • Coastal Act Compliance This analysis could be presented as a series of technical or working papers, or as one comprehensive report. The report(s) will summarize existing conditions in the Carlsbad Planning Area with regard to the entire range of subject matter affecting physical development, including land use and population distribution, employment centers, community character, urban design, neighborhood livability, transportation, parks and open space, historic resources, conservation of natural resources, and safety. Economic and fiscal information will also be considered, as will regional trends that have an impact on the city. Where appropriate, this assessment will draw upon recent work and environmental documents prepared for the City, while for many topics, new information will need to be compiled. DYETT & BHATIA Phase 1 - City of Carlsbad General Plan/L CP/Zoning Ordinance Update Urban and Regional Planners 12 Of 14 D&B anticipates this will be visually rich and written to be easily understood by the public and decision-makers. A series of computer-based maps for various topics will also be prepared and included in the report. For each topic, this report will present: • Background data and information; • Analysis of the information for its pertinence to the General Plan/LCP Update; and • Policy implications of the analysis and resulting issues. POTENTIAL PHASE 2 TASK 2: PLAN AND POLICY ALTERNATIVES This task would draw from ideas that have emerged from the community visioning process and discussions with the City on land use concepts and classifications, and others, such as economic development initiatives and livability/sustainability concepts. Land use maps could be supplemented with visualization of selected areas. Impacts of the alternatives will be discussed to enable informed decision-making. POTENTIAL PHASE 2 TASK 3: PREFERRED PLAN In this task, a Preferred Plan will be selected and refined in collaboration with the community and decision-makers, including a citywide workshop and neighborhood-level meetings. The selection of a Preferred Plan will create a framework within which new policy language can be developed and the General Plan updated. Much of the focus of choosing a Preferred Plan will revolve around the major issues identified such as sustainability and livability, open space preservation, and achieving a self-sustaining mix of land uses. Additionally, framework concepts or key goals for the individual elements will provide a bridge to detailed policy-making. POTENTIAL PHASE 2 TASK 4: DRAFT GENERAL PLAN The Draft General Plan would include all of the State-mandated elements (including Housing) as well as optional topics such as Urban Design, Historic Preservation, and Sustainability/Livability. The theme of sustainability (environmental, economic, and social) could be the foundation of the Draft General Plan, with the social, economic, and environmental sustainability framework providing the platform on which a cutting-edge General Plan will be structured, while incorporating and making evident how State mandated requirements for contents of various General Plan elements are met. The need for a separate Arts element will be evaluated as well. The emphasis would be on policies that all tie back to the vision, preferred plan, rather than presentation of lengthy background material. Policies would be written with the intent of establishing the basis for implementing ordinances and other actions. POTENTIAL PHASE 2 TASK 5: SPECIFIC/MASTER PLAN AMENDMENTS Any specific and master plans that need to be updated (for consistency with the new General Plan or because they are obsolete) will be updated. Specific plans can also be consolidated in some cases by incorporation into the new Zoning Ordinance. DYETT & BHATIA Phase 1 - City of Carlsbad General Plan/LCP/Zoning Ordinance Update Urban and Regional Planners 13 Of 14 POTENTIAL PHASE 2 TASK 6: ZONING ORDINANCE UPDATE This task will entail a comprehensive update of the Carlsbad Zoning Ordinance (Title 21 of the Municipal Code). It will encompass all of the topics in the Zoning Ordinance (Sign Regulations will not be updated), including development standards, parking, landscaping, and review procedures. Carlsbad's current Zoning Ordinance was prepared in the 1950s, and although has been amended numerous times since, it has not undergone a comprehensive review and update. The new Zoning Ordinance will: • Implement and be fully consistent with the updated General Plan and LCP • Reflect contemporary zoning practices (striking the correct balance between use, form, and performance-based regulations) • Be consistent with State and federal laws • Written in jargon-free, plain language with extensive use of tables, graphics, and cross-referencing New base and overlay districts as needed by the General Plan, and mixed-use provisions will be included. Information will be unambiguous and easily understood as well as easy to find. Clear standards and requirements to guide the development and use of land will be accompanied by a comprehensible, sensible, and fair administrative structure for applying these regulations to specific proposals. The revised regulations will include tables, schedules, and diagrams that will make the code easier to understand, rules of measurement to ensure consistent application of development regulations, and precise definitions of important terms. Common procedures for public notice, appeals, and other administrative requirements can help to streamline the code and also make it much easier to maintain. POTENTIAL PHASE 2 TASK 7: DRAFT ENVIRONMENTAL IMPACT REVIEW A comprehensive program Environmental Impact Report (EIR) will be prepared. Impact assessment would be conducted parallel to General Plan preparation, so that mitigation can be built into the General Plan, resulting in a self-mitigating Plan. The impact assessment, documented in the Draft EIR, would be circulated for public review and then finalized with the responses to comments meeting all California Environmental Quality Act (CEQA) requirements. All of the CEQA required topics will be included, as well as consideration of global warming. The EIR will also fulfill CEQA requirements for environmental review of the updated LCP and Zoning Ordinance. POTENTIAL PHASE 2 TASK 8: PUBLIC REVIEW / FINAL EIR The objective of this task will be to take the Draft General Plan, LCP, Zoning Ordinance, and EIR through public meetings and hearings and assist in the adoption process. POTENTIAL PHASE 2 TASK 9: ADOPTED GENERAL PLAN, LCP, ZONING ORDINANCE, AND SPECIFIC/MASTER PLANS Adopted versions of these documents will be produced and provided to the City in a web- compatible format. DYETT & BHATIA Phase 1 - City of Carlsbad General Plan/LCP/Zoning Ordinance Update Urban and Regional Planners 14 Of 14 POTENTIAL PHASE 2: COMMUNITY PARTICIPATION An active community participation program will accompany development of the General Plan/LCP/Zoning Ordinance. Specific components will be defined as part of Phase 1 Task 6, but are likely to include: • Community Forums: Phase 1 of the General Plan/LCP/Zoning Ordinance Update work program includes community forums focused on education. Community forums will be continued in Phase 2, and will focus on issues that emerge from the visioning process and key policy issues and choices that face the community. • Community Workshops: At least two rounds of community workshops (in addition to Round 1 conducted as part of Phase 1) are anticipated. These will include: Workshops Round 2 - Alternatives/Public Policy Options: Plan and policy alterna- tives (resulting from Task 2) will be brainstormed with the community in a round of workshops that will focus on the policy options for the most important issues (or areas of significant change or controversy) identified the Plan and Policy Al- ternatives Workbook. This feedback will inform preparation of the Preferred Plan (Task 3). Workshops Round 3 - Policy Development: As the Draft General Plan is developed, meetings focused on specific topics will be held. These may be in the form of meetings with key constituencies (such as housing providers for the Housing Element) or on other specific policy topics. These workshops may be held in con- junction with the forums to energize participants. • Community Open House: Public hearings of the General Plan and the Zoning Or- dinance will be preceded by open houses, where information will be arranged in "sta- tions" (each focusing on a sustainability topic, for example), where community mem- bers can review material, query planners, and provide input. • Newsletters: Newsletters will be prepared periodically (four to six times) to keep community members apprised of the status of the project, major milestones, emerg- ing ideas, as well as announce opportunities for participation. • Website: The project website will serve as an engaging outreach forum and reposi- tory of information, including technical reports and documents, outreach materials (such as forum presentations), and results of community workshops.