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HomeMy WebLinkAbout2021-09-07; Traffic and Mobility Commission; ; Transportation Demand Management (TDM) Program and TDM HandbookItem 6 Meeting Date: Sept. 7, 2021 To: Traffic and Mobility Commission Staff Contact: Nathan Schmidt, Transportation Planning and Mobility Manager Nathan.Schmidt@carlsbadca.gov, 760-602-2734 Tom Frank, Transportation Director Tom.Frank@carlsbadca.gov, 760-602-2766 Subject: Transportation Demand Management (TDM) Program and TDM Handbook Recommended Action Receive a presentation on the citywide Transportation Demand Management Program and provide input to city staff on the future update of the Transportation Demand Management Handbook. Executive Summary Transportation demand management (TDM) describes the use of policies, strategies, and programs to shift single-occupancy vehicle (SOV) trips toward more sustainable travel options, such as walking, biking, transit, and ridesharing. Strategies that reduce the total number of trips, like promoting remote work or alternative work schedules, also fall under the TDM umbrella. TDM helps the City of Carlsbad achieve multiple goals related to transportation and economic development. These include reductions in greenhouse gas and particulate emissions; enhanced mobility by maximizing the existing transportation infrastructure; improved employee recruitment, retention, and satisfaction; and excellent quality of life for residents and employees. The city’s TDM ordinance was presented to the Traffic and Mobility Commission and adopted by City Council in April 2019. The TDM ordinance established policies and guidelines for TDM in the City of Carlsbad. Since this time new development projects have been subject to the TDM program requirements and now after two years of applying these program requirements to development projects, city staff will update the City’s TDM Handbook based on these experiences. City staff is now presenting an overview of the TDM program to solicit feedback from the public and Traffic and Mobility on these updates. Staff will then incorporate the comments received and return to the Traffic and Mobility Commission with the proposed draft revised TDM Handbook at a later date. Discussion The city’s Climate Action Plan was adopted as part of the city’s General Plan Update in 2015 and is a long-range strategy to reduce emissions of greenhouse gases (GHG). Transportation Demand Management (TDM) is an important strategy in the city’s adopted Climate Action Plan. Transportation accounts for nearly 40 percent of greenhouse gas emissions and the purpose of TDM is to reduce the number of single occupancy vehicle trips among employees throughout Carlsbad. TDM Ordinance The citywide TDM program is guided by multiple documents including the TDM Ordinance, TDM Plan, and TDM Handbook. The TDM ordinance, provided in Exhibit 1, adopted by City Council in April 2019 established a policy framework to help the City achieve SOV trip reduction targets related to new development. The ordinance requires that any new development or redevelopment with more than 110 average daily employee trips must prepare and obtain approval for a TDM plan prior to building occupancy. Applicants can select from a variety of strategy options that are best suited for the location, land use, and size of the development. A monitoring program will allow the city to measure progress towards the Climate Action Plan target. It includes a pre-occupancy inspection of TDM-supportive infrastructure measures and biannual surveys with status reports. The ordinance requirements are separate from any requirements a project may be subject to during environmental review under the California Environmental Quality Act (CEQA). However, select strategies fulfill both requirements and the City will coordinate the review process and combine CEQA and City of Carlsbad requirements into a master TDM plan for applicable projects. New developments that do not fall under the TDM ordinance as outlined above may be required to prepare and implement a TDM plan if the development adds vehicle traffic to street facilities that are exempt from the vehicle LOS standard, consistent with 3-P.11 of the General Plan Mobility Element. TDM Plan The TDM Plan, provided in Exhibit 2, broadly describes the city’s strategic approach to implementing TDM to meet the city’s Climate Action Plan’s target of reducing SOV trips by 30% by the year 2035. The plan identifies four strategic areas: infrastructure, regulations & policies, guiding resources and the larger TDM program. First, TDM infrastructure involves identifying gaps in our transportation network through planning documents, such as the Sustainable Mobility Plan, to remove barriers to alternate modes of transportation. Regulations & policies like the TDM ordinance and the Village & Barrio Master Plan bring TDM to the forefront of development and land use processes. TDM Handbook The TDM Handbook, as shown in Exhibit 3, provides details on the TDM plan requirements, the plan development, submittal and review process, applicable strategies, and monitoring requirements. The handbook outlines a comprehensive list of infrastructure and non- infrastructure strategies, details how the strategy can be implemented and which modes each strategy addresses. The strategies below illustrate the different types and range of strategies available but do not constitute a comprehensive list. • Services: Services include strategies that provide new or enhanced transportation options to the community, such as the provision of carshare, bikeshare or scootershare; shuttles, on-demand microtransit, or new transit routes. They are often provided as public-private partnerships. • Infrastructure/Amenities: In the context of TDM, infrastructure strategies typically describe on-site or near-site improvements that facilitate the use of sustainable transportation. They can include improved pedestrian pathways and bike lanes, public or secure bike parking, pedestrian or bicycle connections, curb management strategies, or transit stop enhancements. • Subsidies/Incentives: Subsidies or incentives can be made available to promote the use of sustainable transportation. They are typically provided directly to commuters by employers, but can also be offered by property managers, developers, transportation management associations, or local or regional governments. Examples include transit pass subsidies, vanpool subsidies, and membership subsidies or discounts for carshare, bikeshare or scootershare systems. Also included in this category are one-time financial incentives, such as a limited number of free transit rides or the chance to win prizes for using sustainable modes of transportation. Subsidies can also be made available to providers of transportation services to ensure service availability. • Policies are typically employer-based and include those that allow telework, alternative work schedules, and flexible arrival and departure times. • Education: This category refers to all educational and promotional strategies, ranging from information kiosks and new employee/resident welcome kits to general or segmented marketing campaigns. • Parking Management: Many parking strategies are effective in reducing vehicle trips, including preferential carpool/vanpool parking, unbundled parking (charging separately for parking spaces in addition to residential or office leases), dedicated carshare parking, or paid parking. TDM Monitoring and Enforcement The TDM program monitoring and enforcement requirements are outlined in the TDM Handbook and includes an active monitoring and reporting component to ensure the compliance and effectiveness of the program. All development projects subject to a TDM plan are required to complete an ongoing monitoring and report form to monitor the alternative mode share of commute trips to the site through employee surveys within 12 months of reaching 75 percent occupancy or within 18 months of initial occupancy, whichever occurs first. Along with these survey results, the applicants must submit a status report of non- infrastructure TDM strategies specified in the TDM plan. To ensure that a site will achieve the 2035 alternative mode share goals, interim goals are outlined in the TDM Handbook for both new developments and existing buildings with tenant improvements. Table 1: Alternative Transportation Mode Share Goals shows the current, interim, and final alternative mode share goals for both new development and existing development with tenant improvements. The City of Carlsbad has the same authority to enforce TDM requirements as with any other Planning Code requirement. Development projects that do not reach the mode share goals as outlined below, will be asked to first submit an amended TDM plan. If the development continues to fail to reach the required mode share goals may trigger additional requirements by the city or enforcement actions. Failure to participate in the monitoring and reporting will ultimately result in code compliance actions. Table 1: Alternative Transportation Mode Share Goals Period in which Reporting Falls Alternative Mode Share Goals New Developments Existing Buildings / Tenant Improvements Present till 2025 25 % 24 % 2025 – 2029 30 % 26 % 2030 – 2034 35 % 28 % 2035 and beyond 40 % 30 % TDM Program Finally, the TDM program is the overarching programmatic element that the city utilizes to achieve this strategic plan robustly throughout the city. An integral element of the program is the TDM Business Outreach Program which provides services to help employers implement TDM, meet the requirements of the TDM ordinance, and inform the public of TDM outreach and activities. All developments subject to the TDM ordinance are required to meet with the city TDM staff on a regular basis (at least annually) and participate in at least one event held by the citywide TDM program. The program is provided by the city as a free service to support developers, property managers, and employers. It provides outreach, tools and support to local employers to help improve transportation options for their workers. Services offered include conducting worksite assessments, developing strategies, and assisting with program evaluation. Implementation assistance is provided and includes technology, marketing, and events that aid in commuter behavior change. This program’s monitoring component works in tandem with the monitoring of the TDM ordinance to establish aggregate impacts for the community. Outstanding participants will be recognized by the City of Carlsbad and are eligible for SANDAG’s iCommute Diamond Awards Program. Along with local and regional transportation initiatives, the TDM Business Outreach Program helps establish a new way of thinking about mobility in Carlsbad worthy of a world class city. Additional resources for employers and employees are available at CarlsbadCommuter.com. TDM Handbook Update The TDM Handbook is considered a “living” document because city staff intends to periodically update the handbook based on experiences once developers and businesses start using the resource, lessons learned, and updates to TDM best practices such as new technologies and city policies. Updates to the TDM Handbook are intended to be iterative so that as TDM plans are approved and implemented, staff and the community can gain insight qualitatively and quantitatively on the effectiveness of each strategy within the Carlsbad context. Throughout the last two years staff has identified numerous lessons learned from the application of the TDM requirements on developments which will be addressed in the update of the TDM Handbook. Proposed changes based on lessons learned from these experiences include the following: • Clarification of expectations for strategy implementation: More detailed guidelines should be provided to clarify the expectations for how developers should implement the strategies they select. • Residential projects: Requirements for residential projects to address Mobility Element Policy 3-P.11 should be incorporated into the TDM handbook including customized tier levels and a menu of TDM strategies will address the unique travel behavior of residential uses. • TDM strategies related to project size: More detailed and specific guidelines should be provided in the TDM Handbook to appropriate size TDM strategies to meet the needs of the development. As an example, on Tier 1 TDM Plans consider increasing required points to require developments preparing a Tier 1 TDM plan to implement site specific measures in addition to the three required strategies. • Processing improvements: Require a complete preliminary TDM plan prior to a project receiving discretionary approval. Preliminary TDM plans will include the full collection of infrastructure and non-infrastructure strategies proposed by a project to meet its required TDM points. Next Steps Staff will draft an update to the TDM Handbook based on comments received from the public, the Traffic and Mobility Commission, and lessons learned from the application of TDM requirements on development projects. Staff will return to the Traffic and Mobility Commission in early 2022 with a draft proposed revised TDM Handbook for review and comment. Exhibits 1. TDM Ordinance 2. TDM Plan 3. TDM Handbook 4. City TDM Employer Outreach and Public Information Portal: https://www.carlsbadcommuter.com/ March 12, 2019 Item #8 Page 3 of 6 ORDINANCE NO. CS-350 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CARLSBAD, CALIFORNIA, ADDING CARLSBAD CHAPTER 18.51 (TRANSPORTATION DEMAND MANAGEMENT) TO TITLE 18 OF THE CARLSBAD MUNICIPAL CODE. Exhibit 1 WHEREAS, on September 22, 2015, the City Council of the City of Carlsbad approved Resolution No. 2015-244, approving the Climate Action Plan (CAP) which aims to reduce communitywide greenhouse gas emissions (GHG); and WHEREAS, in connection with approval of the CAP, the City Council certified a program environmental impact report (EIR 13-02) in compliance with the California Environmental Quality Act (CEQA), which evaluated the potential environmental effects of CAP implementation, including adoption and enforcement of various ordinances intended to reduce GHG; and WHEREAS, this Transportation Demand Management (TDM) ordinance fulfills CAP Measure K- 2 to address transportation-related GHG; and WHEREAS, the City Planner has determined that: 1) adoption of this ordinance is a subsequent activity of the CAP for which program EIR 13-02 was prepared; 2) a notice for the activity has been given, which includes statements that this activity is within the scope of the program approved earlier, and that program EIR 13-02 adequately describes the activity for the purposes of CEQA Section 15168( c)(2) and (e); 3) the project has no new significant environmental effect not analyzed as significant in the prior EIR 13-02; and 4) none of the circumstances requiring a subsequent or a supplemental EIR under CEQA Guidelines Sections 15162 or 15163 exist. NOW, THEREFORE, the City Council of the City of Carlsbad, California, ordains as follows that: SECTION 1: The above recitations are true and correct. SECTION 2: That Chapter 18.51 is added to the Carlsbad Municipal Code to read as follows: Chapter 18.51 Transportation Demand Management 18.51.10 Purpose This chapter establishes policies and guidelines for Transportation Demand Management in the City of Carlsbad that implements the Carlsbad Climate Action Plan (the "CAP"). The purpose of this chapter is to: March 12, 2019 Item #8 Page 4 of 6 1. Reduce single-occupancy vehicle trips and increase alternative mode share among Carlsbad workers to levels indicated in the CAP to meet 2035 greenhouse gas reduction targets. 2. Support citywide efforts to promote multi-modal streets and neighborhoods consistent with the Mobility Element of the General Plan including Livable Streets Guide. 3. Mitigate the effects of increased traffic on city infrastructure and maintain adequate provision of public facilities consistent with the City's Growth Management Plan and Local Facilities Management Plan. 4. Provide more viable travel options and improve health, quality of life, and safety for City of Carlsbad residents and employees. 18.51.20 Authority The City Engineer or designee shall administer this chapter. 18.51.30 Incorporation of Transportation Demand Management Manual by Reference The City Engineer shall establish rules and procedures as necessary to administer this chapter. Such rules and procedures shall be referred to as the "Transportation Demand Management Handbook" ("TDM Handbook") and is incorporated by reference into this chapter. The City Engineer is hereby authorized to modify the TDM Handbook as necessary provided such amendments are consistent with this chapter and state law. Should any provisions of the TDM Handbook conflict with any provisions of this chapter, the provisions of this chapter shall control. 18.51.40 Findings This chapter implements the CAP. The requirements of this chapter will help to reduce greenhouse gas emissions associated with motor vehicles through application of strategies and policies to reduce travel demand by shifting single occupancy vehicle trips to alternative modes. 18.51.50 Definitions "Alternative Modes" means all modes of transportation that do not include single-occupancy vehicle trips, including transit, walking, biking, ridesharing and others "Commuter Survey" means paper or electronic survey that includes questions about commuter behaviour, preferences, motivations, and barriers. A commuter survey is typically distributed to establish and monitor mode share at a work site. "Mode share" means percentage of commuters who use different modes of transportation, such as drive-alone, transit, bike, walking, etc. "Single-Occupancy Vehicle (SOV)" means one occupant per vehicle. SOV trips can be used interchangeably with drive-alone or solo driving trips. March 12, 2019 Item #8 Page 5 of 6 "TDM Plan" means strategies and investments to reduce SOV mode share tailored to a specific work-site, including facilities improvements, programs, incentives/disincentives, education, marketing, and outreach. "Transportation Demand Management (TDM)" means strategies, policies, and programs that reduce demand on roadway infrastructure by reducing single-occupancy vehicle trips. 18.51.60 Applicability This chapter, together with the TDM Handbook, shall apply to all non-residential development projects where employees produce a minimum of 110 average daily trips (ADT). Trip generation rates determined as according to the TDM handbook. All projects that are subject to this ordinance shall submit a TDM plan in accordance with the TDM handbook. 18.51.80 Enforcement A. The city manager, or designee, shall investigate and enforce this chapter. Any city authorized personnel or enforcement officer may exercise any enforcement power as set forth in Chapters 1.08 and 1.10 ofthe Carlsbad Municipal Code. B. Upon approval of the city council, the city manager, or designee, may delegate to or enter into a contract with a local agency or other person to implement and administer any of the provisions of this chapter on behalf oft he city. C. TDM amenities approved and installed pursuant to the provisions of this chapter shall be maintained in accordance with the policies and requirements of the TDM Handbook. Failure to do so may be subject to enforcement to the provisions of this section. 18.51.90 Fees An applicant for a project subject to this chapter shall include with the application, all fees established by the city council by resolution to cover the city's cost to review an application, any required TDM documentation package and any other documents that the city staff reviews pursuant to the requirements of this chapter and the TDM Plan and TDM Handbook. March 12, 2019 Item #8 Page 6 of 6 EFFECTIVE DATE: This ordinance shall be effective thirty days after its adoption; and the City Clerk shall certify the adoption of this ordinance and cause the full text of the ordinance or a summary of the ordinance prepared by the City Attorney to be published at least once in a newspaper of general circulation in the City of Carlsbad within fifteen days after its adoption. INTRODUCED AND FIRST READ at a Regular Meeting of the Carlsbad City Council on the 26th day of February 2019, and thereafter PASSED, APPROVED AND ADOPTED at a Regular Meeting of the City Council of the City of Carlsbad on the 12th day of March 2019, by the following vote, to wit: AYES: NOES: Hall, Blackburn, Bhat-Patel, Schumacher, Hamilton. None. ABSENT: None. APPROVED AS TO FORM AND LEGALITY: CELIA A. BREWER, City Attorney ~111aildP MATT HALL, Mayor (SEAL) City of Carlsbad Citywide Transportation Demand Management Plan Approved by Carlsbad City Council Feb. 26, 2019 Introduction The State of California has set mandates to reduce greenhouse gas emissions (GHG) to 1990 levels by 2020 or 15 percent below 2005 levels by 2020. The City of Carlsbad is doing our part and adopted a Climate Action Plan in September 2015 to meet our required share of GHG emission reductions. The Climate Action Plan recognizes that Transportation Demand Management (TDM) is an important strategy to achieve the state’s mandated targets. Transportation accounts for nearly 40% of greenhouse gas emissions and the purpose of TDM is to reduce the number of single occupancy vehicle trips among employees that work in Carlsbad. TDM is an effective strategy to reduce GHG emissions by reducing vehicle miles traveled (VMT). Specifically, the Climate Action Plan targets single occupancy vehicle trips, or people driving alone, to and from work. Measure K-1 requires the following: The Plan This citywide TDM plan outlines the framework within which city staff will operationalize TDM to meet the requirements of K-1 and ultimately the targets to reduce single-occupancy vehicle trips by 30% by the year 2035. Measure K-1 references the General Plan Mobility Element, which states that “TDM consists of programs and policies to reduce the demand for the single occupant automobile.” Thus, the citywide TDM plan consists of the following elements: 1.Infrastructure 2.Regulations & Policies 3.Guiding Resources 4.TDM Program 1. Infrastructure The ability of individuals or groups of individuals to choose alternative modes of transportation relies on the availability of a transportation network with adequate infrastructure to make other modes such as walking, biking, transit or carpooling viable. For example, a person is not likely to bike to and from work if there are not safe bike lanes available, if there are not clear bike routes from the street to their place of work, or if there are not showers available once they arrive at work. Exhibit 2 K-1: Adopt a citywide transportation demand management (TOM) plan, as described in the General Plan Mobility Element, detailing a mix of strategies to reduce travel demand, specifically of single occupancy vehicles. SANDAG's 2012 "Integrating Transportation Demand Management Into the Planning and Development Process"42 provides a guide to designing and implementing a TOM plan and will be used as a rceference document to develop the city's TOM plan. TOM strategies evaluated in the plan include parking ordinances, subsidized or discounted transit programs, transit marketing and promotion, carsharing, bikesharing, parking pricing, and bike parking. (Short-term) The city’s Sustainable Mobility Plan is an effort to examine alternative transportation options in a comprehensive way to present an existing and future network that will make it easier for individuals to understand and make varied transportation choices. The Sustainable Mobility Plan effort will prioritize infrastructure project to close gaps that are hindering the use of alternative modes of transportation like biking, walking, transit and safe routes to schools. A robust infrastructure network will provide more options for the community to choose one or a combination of transportation methods other than driving alone. Infrastructure improvement projects identified through the Sustainable Mobility Plan will be incorporated into the city’s annual Capital Improvement Program. In addition to the Sustainable Mobility Plan, the city will evaluate appropriate TDM infrastructure improvements through other major city efforts, like the Village & Barrio Master Plan implementation. Any new transportation services that is available in Carlsbad either through efforts led by the city or through partnership with regional transportation agencies such as SANDAG or NCTD also fall into the category of infrastructure. For example, should the city work with the business community to launch service to and/from transit stations to the city’s industrial hub around McClellan-Palomar Airport, such service would be considered an infrastructure improvement to the city’s network. 2.Regulations & Policies From the regulatory level, in addition to Measure K-1 of the Climate Action Plan, Measure K-2 of the plan requires adoption of a TDM ordinance. This ordinance places regulations on new non-residential development to install appropriate TDM infrastructure and programs at the individual development project level. This will be achieved by the development and city approval of project-specific TDM plans that development applicants will prepare when the project meets the determine threshold of average daily trips generate by employees. City staff will use industry standards to calculate average daily trips and determine the applicability of a project to submit a project-specific TDM plan. In addition to the TDM ordinance, other major city efforts that affect the transportation effort from a policy level will consider which, if any TDM strategies would be appropriate. The Village & Barrio Master Plan is an example of such an effort. The plan addressed TDM by evaluating parking requirements in the geographic area of the plan, parking program elements and infrastructure improvements that would encourage all people in the Village & Barrio to consider transportation options, whether they are residents, employees or even visitors. City staff will work with the city’s Chief Innovation Officer to identify potential areas where TDM strategies can leverage technology effectively or to coordinate transportation-related innovation efforts with this plan. 3. Guiding Resources TDM is not something developers or businesses have an expertise in and will need consultative assistance. Carlsbad is at the forefront of municipal climate change by launching a proactive TDM plan. City staff believe an important part of the citywide TDM plan is appropriate assistance to make choices that are cost-effective and project-specific. The TDM ordinance references the TDM Handbook, which will serve as a “living” document to provide guidance to the development and business community on Exhibit 2 how to implement TDM in a specific context. The handbook outlines a comprehensive list of strategies, details how the strategy can be implemented and which modes each strategy addresses. Once the ordinance is approved and adopted, the TDM Handbook will be accompanied by more detailed information about TDM on the city’s webpage, as well as an interactive online tool that will help filter the strategies in the TDM Handbook based on what an employer or developer wants to achieve. The TDM Handbook is considered a “living” document because city staff expect to update the handbook based on experiences once developers and businesses start using the resource. It will be iterative so that as TDM plans are approved and implemented, staff can gain insight qualitatively and quantitatively on the effectiveness of each strategy within the Carlsbad context. 4. TDM Program The TDM ordinance can only address new non-residential development. Staff recognizes that in order to meet our GHG reduction targets, proactive efforts must be made with the existing business community. Carlsbad is a significant regional employer and tens of thousands of employees commute into Carlsbad from outside the city. The TDM program will proactively identify, target and work with existing businesses to implement TDM plans. The most cost-effective way to implement a robust TDM program with the city’s existing business community is to contract TDM consultant services with a qualified technical firm who will use best management practices and Carlsbad’s position as a regional employment hub to expand the reach of TDM beyond the ordinance alone. City staff will work with the TDM consultant to develop the TDM program, but the consultant will be expected to provide the following services in the first year. •Establish stakeholder advisory committee consisting of a variety of stakeholders within the business, transportation and government sectors •Update framework for and monitoring structure of the TDM program •Conduct outreach to the existing business community In addition to this work in the first year to set up the TDM program, the TDM consultant will also provide technical support for the TDM ordinance including review and monitoring of project-specific TDM plans. The TDM consultant will also conduct the monitoring of TDM efforts through both the ordinance and program. Monitoring & Reporting Monitoring for the program will be coordinated by a city staff member within the Community & Economic Development Department since implementation of the TDM Ordinance is being led by the Land Development Engineering Division and the TDM Program is being led by the Economic Development Division as a service and manner of support to the existing business community. Community & Economic Development staff will provide updates to City Council annually on TDM efforts as part of the annual Climate Action Plan report. Exhibit 2 Transportation Demand Management Handbook August 21, 2019 Exhibit 3 (city of Carlsbad Carlsbad TDM Handbook July 2018 | i Contents Section 1. Carlsbad TDM Program Overview .................................................................................. 2 Section 2. Carlsbad TDM Ordinance ............................................................................................. 10 Section 3. TDM Business Program ................................................................................................ 30 Section 4. TDM Strategies ............................................................................................................ 36 Section 5. Tools and Resources .................................................................................................... 43 Figures Figure 1-1 TDM Concept ..................................................................................................................... 3 Figure 1-2 Benefits of TDM ................................................................................................................. 4 Figure 1-3 TDM Program Applicability ................................................................................................ 8 Figure 2-1 Tier 2 & 3 TDM Plan Process............................................................................................ 14 Figure 3-1 TDM Process for Property Managers and Employers ..................................................... 32 Figure 4-1 Strategy Types ................................................................................................................. 36 Figure 4-2 TDM Strategy Components ............................................................................................. 37 Figure 5-1 Campus Bikeshare ........................................................................................................... 44 Figure 5-2 Complimentary Bikeshare for Common Grounds Members. .......................................... 46 Appendices Glossary of Terms ..................................................................................................................A-1 Employer TDM Menu of Options ............................................................................................ B-1 TDM Plan Templates for Non-Residential Projects .................................................................. C-1 Sample iCommute Employee Commute Survey ...................................................................... D-1 Exhibit 3 A B C D Carlsbad TDM Handbook 2 1.1 Introduction In September 2015, the City of Carlsbad adopted a Climate Action Plan (CAP) to promote sustainability in the community and help meet greenhouse gas (GHG) reduction targets. As automobile emissions contribute significantly to GHG emissions, the CAP directed the city to adopt a citywide TDM plan (Measure K-1) and TDM ordinance (Measure K-2) to encourage Carlsbad workers and residents to shift from driving alone to traveling by sustainable modes. As Carlsbad becomes an increasingly desirable place for people to live, work, and play, it is important that the city balance growth and economic opportunity with demand on roadway and parking infrastructure. The City of Carlsbad Transportation Demand Management (TDM) Program encourages partnerships with local businesses and developers to improve transportation options for workers and residents, reduce traffic congestion, and uphold the city’s commitment to conservation and sustainability. Roughly speaking, TDM policies and programs encourage people to drive less and walk, bike, ride transit or carpool more. Along with local and regional initiatives, the TDM Program helps establish a new way of thinking about mobility in Carlsbad worthy of a World Class City. The TDM Handbook is designed to help developers, property managers, and employers participate in the citywide TDM Program and comply with the TDM Ordinance, if applicable. The handbook outlines best practices for fulfillment of one of two tiers of compliance: •Mandatory compliance for non-residential developers who meet or exceedthreshold requirements set in the TDM ordinance •Voluntary participation in the TDM Business Program The TDM Handbook provides step-by-step guidance, tools, templates and more to help participants develop successful TDM plans for their properties. The resources provided have been developed specifically for participants in the TDM Ordinance and TDM Business Program. The TDM Handbook will be updated by the Mobility Department, as needed, to meet the goals and objectives of the CAP and other city initiatives. Changes to the TDM Ordinance itself will require approval from City Council. Section 1. Carlsbad TDM Program Overview Exhibit 3 Carlsbad TDM Handbook 3 1.2 What is TDM? Transportation Demand Management (TDM) is the concept of using policies, strategies, and programmatic measures to encourage a shift away from single-occupancy vehicle (SOV) trips toward alternative travel options, such as walking, biking, transit, and ridesharing to reduce excess demand for congested roadways and parking. In other words, TDM efforts try to get people to drive alone less, and instead, walk, bike, ride transit or carpool more. Less driving alone can benefit the individual in many ways by reducing stress, increasing physical activity, and saving money. Cumulatively, it also can allow for a much more efficient use of road space, thereby reducing congestion, overall vehicle miles traveled (VMT), and greenhouse gas (GHG) emissions. Figure 1-1 TDM Concept A robust TDM program incorporates a variety of interventions to promote sustainable choices during the transportation decision-making process. TDM interventions could include new infrastructure and facilities that increase the mobility options available to individuals, marketing and incentive programs that encourage other travel options, disincentives to make driving less attractive, and travel planning assistance to empower commuters to make informed decisions. The different types of TDM interventions reinforce one another to create a comprehensive program that supports a range of transportation modes. Exhibit 3 50 50 50 25 50 10 50 1 people single occupancy people vehides carpools people v11npools people bus iitii itiii iiiii iitii iiiii iiiii iiiii iiiii iiiii iiiii iiiii iiiii Hiii iiiii itiii iiiii iiiii iiiii iiiii iiiii iiiii iiiii iiiti iiiii Hiti Hiti ttiti ititt Hitt iiiii ttiii iiiii iiiti iiiii iiiii iiiii iiiii iiiii iiiii iiiii Carlsbad TDM Handbook 4 1.3 Benefits of Transportation Demand Management The TDM Program helps the city achieve its sustainability and mobility goals by managing growth and development, mitigating congestion, improving air quality, and increasing access and connectivity in the transportation network. TDM practices also have many short-term and long-term benefits for Carlsbad workers, businesses, residents and the community. For examples of the benefits of implementing a TDM Plan at your worksite, please refer to Section 5.3 Case Studies. Figure 1-2 Benefits of TDM Exhibit 3 Carlsbad Workers • Reduced work stress • Improved morale • Increased productivity • Com mute flQXib i I ity and inoroased affordability Carlsbad Businesse.s • Meet CAP Requirement • Meet LEED & Cal Green Requirements • Better productivity and workplace morale • Improved employee health and wellness Attract talent • Enhance public image • Support other .sustainability goals Cadsbad Residents • Access to more and bettor transportation options Less neighbourhood traffic • Emphasis on healthy, acl!ive community Carlsbad CommUn!ity • Reduc:e greenhouse gas em1ss1ons • Mitigate traffic congestion • Preserve open space • lmprowi air quality • Bettor aocess and connecl!ivity • Support sustainability goals Carlsbad TDM Handbook 5 1.4 Alignment with City Goals and Policies The TDM Program was designed to support city’s goals of being a healthy, sustainable, and multi-modal community for its residents, employees, and visitors. The TDM Program supports and implements policies set out in several important city planning and policy documents as described below. The General Plan The General Plan, adopted September 22, 2015, is the comprehensive and long-range plan for how the city will achieve its vision and goals for the future. Guided by the Carlsbad Community Vision, it outlines the city’s approach to managing land use, mobility, open space, noise, public safety, arts and history, economy and business, sustainability, and housing. Two of the key strategies identified in the General Plan are to increase and improve street connectivity and promote livable streets that are walkable and bicycle-friendly. Livable Streets Guide The Mobility Element of the General Plan seeks to enhance mobility and connectivity of the city’s transportation system by integrating transportation and land use planning, promoting multi-modal travel, and incorporating TDM strategies. The Livable Streets Guide (Table 3-1) describes how the city will plan and design the street system to serve people of all ages using all mobility options. It identifies the preferred attributes of various street types found in Carlsbad. Climate Action Plan The Climate Action Plan (CAP) lays out a comprehensive, citywide strategy to reduce Carlsbad’s greenhouse gas (GHG) emissions and monitor the city’s progress toward its GHG reduction targets. It includes measures and actions for Carlsbad to help meet statewide reduction targets to 2035. One of these actions, Measure K-2, specifies that the city will enact a TDM Ordinance to reduce single-occupancy vehicle trips among Carlsbad workers and increase the use of alternative options. Growth Management Plan/ Local Facilities Management Plans The City of Carlsbad’s Growth Management Plans allow for population and employment growth while maintaining the right mix of land uses, preserving open space, and maintaining adequate levels of service for existing infrastructure. The Local Facilities Management Plans help ensure the adequate provision of public facilities and improvements concurrent with new development in 25 sub-areas within Carlsbad. Parking Management Plan The City of Carlsbad’s Parking Management Plan (PMP) presents short-, medium-, and long-term strategies to improve the parking systems in the Carlsbad Village, Barrio, and adjacent beach area. TDM and parking management programs often complement each other: parking management strategies can be effective ways of reducing drive-alone trips and TDM strategies have the benefit of reducing demand for parking. Exhibit 3 Carlsbad TDM Handbook 6 Coastal Mobility Readiness Plan The goal of the Coastal Mobility Readiness Plan is to prepare Carlsbad to adapt to rapid advances in transportation systems technology. The plan considers how the future of autonomous vehicles, shared mobility, parking management, and other emerging technologies will influence transportation along the coast and how the city can achieve a better quality of life for residents, employees, and visitors. Sustainable Mobility Plan The Sustainable Mobility Plan introduces a Multimodal Level of Service (MMLOS) model to better manage growth and impacts to city roadway capacity. The MMLOS recognizes TDM strategies as a way to mitigate traffic from increased vehicles trips. New or planned developments that comply with the TDM Ordinance also satisfy the city’s MMLOS requirements. 1.5 State and Regional Alignment The TDM Program also reinforces state and regional programs that promote sustainable development and increased mobility options. By considering the entire development process – from design, construction, to operation – the TDM Program incorporates the various building standards and mobility strategies to ensure adequate infrastructure and programs are in place to support multi-modal travel. Many of the recommended TDM strategies, for example, also satisfy LEED or CALGreen building standards. LEED Leadership in Energy and Environmental Design (LEED), developed by the US Green Building Council, is the most widely used green building rating system in the world. LEED standards recognize TDM as an effective way to reduce energy consumption and pollution associated with green buildings. TDM strategies can be used to earn credits towards LEED certification. CALGreen The California Green Building Standards Code (CALGreen) is the first statewide green building code in the US. The purpose of the code is to mitigate the negative environmental impact of buildings by encouraging sustainable construction practices. It specifies mandatory measures for non-residential developments that include TDM accommodations for alternative commute modes. SANDAG 2015 Regional Plan The San Diego Association of Governments (SANDAG) 2015 Regional Plan outlines the region’s transportation investment strategy through 2050. As required by Senate Bill 375, the Plan also includes a Sustainable Communities Strategy, which specifies how the region will meet state-mandated targets for greenhouse gas reductions. Exhibit 3 Carlsbad TDM Handbook 7 SANDAG Regional Mobility Hub Strategy The SANDAG Regional Mobility Hub Strategy demonstrates how transportation services, amenities, and supporting technologies can work together to make it easier for communities to access transit and other shared mobility choices. A Mobility Hub Features Catalog and mobility hub prototypes have been developed to guide mobility hub implementation. SANDAG Smart Growth Design Guidelines SANDAG’s Smart Growth Design Guidelines provides guidance on how to employ smart growth principles to design great public places that enhance the quality of life in the San Diego region. It identifies the appropriate strategies for different “place types”, such as buildings, large developments, and streetscapes. iCommute Regional TDM Program iCommute is the TDM program for the San Diego region. Operated by SANDAG, it encourages the use of transportation alternatives by providing commuter assistance, employer services, and support for local jurisdictions in the design and implementation of customized TDM programs. 1.6 Carlsbad Transportation Administrator The Carlsbad Transportation Administrator (Carlsbad TA) supports businesses in their efforts to reduce drive-alone trips, assisting with worksite analyses, preparing TDM Plans, conducting commute surveys, and implementing TDM programs to meet mode share targets. The Carlsbad TA is available for consultation regarding TDM processes to help participants understand how to get the best results out of their TDM plans. Exhibit 3 Carlsbad TDM Handbook 8 1.7 Who does the TDM Program apply to? The TDM Program applies to all non-residential developers, property managers, and employers doing business in the City of Carlsbad, both existing and new. There are mandatory requirements for new non-residential developments that meet certain thresholds and a voluntary business program for all businesses that would like to participate. •Refer to Section 2.0 Carlsbad TDM Ordinance for information about who theordinance applies to and step-by-step guidance for compliance. •Refer to Section 3.0 Voluntary TDM Business Program for information about how to develop a successful TDM plan for your development or worksite. Figure 1-3 TDM Program Applicability Exhibit 3 Who are you? Developer Property Manager Employer Location Physical location in Carlsbad Physical location in Carlsbad Yea No Carlsbad TDM Handbook 9 1.8 How to Use the Handbook The TDM Handbook serves as a reference for employers, property managers and developers who must comply with the ordinance or would like to participate in the voluntary TDM Business Program. The handbook provides tools and resources to help you get started with your program. Section 1: Carlsbad TDM Program Overview Defines TDM and its benefits. Introduces the city’s vision and scope of the TDM Program and alignment with local, regional, and state plans and programs. Section 2: Carlsbad TDM Ordinance Describes the TDM Ordinance, applicability requirements, and steps to comply with mandatory requirements. Section 3: TDM Business Program Explains how Carlsbad businesses can voluntarily participate in the TDM Program and steps to develop a successful TDM plan. Section 4: TDM Strategies Provides an overview of the TDM Menu of Options Web Tool to help developers and businesses choose the strategies that work best at their site and the concept of complementary TDM strategies. Section 5: Tools and Resources Offers templates and guides to help developers and businesses analyze their sites and choose the appropriate TDM strategies. Appendix A: Glossary Provides a glossary of key terms used throughout this document. Appendix B: TDM Menu of Options Complete list of TDM strategies that may be implemented at a worksite. Appendix C: TDM Form Templates Templates of forms that are required as part of the TDM Plan process. Appendix D: Sample iCommute Survey Sample iCommute Employee Commute Survey used provided by San Diego Association of Governments. Exhibit 3 Carlsbad TDM Handbook 10 2.1 Purpose of the Ordinance The City of Carlsbad’s TDM Ordinance is designed to ensure developers, property managers, and employers provide sufficient on-site amenities and services for walking, biking, ridesharing, and transit to reduce single-occupancy vehicle (SOV) trips among Carlsbad workers as required by Measure K-2 of the Climate Action Plan Measure (CAP). The city’s primary goal for the TDM Ordinance is to increase alternative (non-SOV) mode share to 40% for new developments and 30% for existing developments by 2035. As a reflection of the city’s commitment to the Carlsbad Community Vision for the future, the ordinance is consistent with the General Plan, Climate Action Plan (CAP), and other supporting policies. In addition, the TDM ordinance aligns with many other policy goals to improve quality of life for Carlsbad residents and workers. The TDM ordinance has six supporting objectives: •Manage growth and development •Increase access to transportation options and mobility •Foster a healthy community for Carlsbad residents and workers •Build inter-agency partnerships and strengthen regional sustainability and mobility efforts •Focus on local sub-areas for improvements to align with the Sustainable MobilityPlan •Promote emerging mobility technologies The City of Carlsbad has hired a Transportation Administrator (Carlsbad TA) to assist developers with TDM Ordinance compliance and completion of a plan. Accompanying this document is a TDM Plan Template to further assist developers in development of the TDM plan. 2.2 Thresholds for Compliance Proposed non-residential development projects with trip generation estimates of 110 daily employee trips or more are subject to the transportation demand management (TDM) ordinance and are required to complete and implement a Developer TDM Plan. A development is any construction type work that creates or remodels areas where employees will work. Renovation work, such as window replacement, electrical upgrades, lighting, painting, etc. is not considered development. Examples of development are: Section 2. Carlsbad TDM Ordinance Exhibit 3 Carlsbad TDM Handbook 11 •New building construction •Building additions •Tenant improvements to existing building space •A redevelopment creating a single space/suite hosting one business that creates 110 employee trips •Creation of outdoor facilities where employees are expected to work, such as outdoor dining areas, amusement parks, outdoor retail, etc. Developers proposing projects that do not exceed the trip generation threshold are encouraged to voluntarily include site improvements that will support improved mobility in Carlsbad. Tiered Requirements TDM requirements for new developments vary by development type and the expected average daily employee trips (see Table 2-1 TDM Plan Applicability). All developments that meet the threshold of 110 employee ADT are required to submit a TDM plan using the TDM Plan template for the respective tier (TDM Plan Templates for Non-Residential Projects) and are subject to the same monitoring and reporting schedule described in section 2.7. Table 2-1 TDM Plan Applicability ADT New Development Tenant Improvement <110 Exempt 110 - 220 Tier 1 Tier 1 221 - 275 Tier 2 Tier 2 >275 Tier 3 Tier 2 Average daily employee trips will be calculated using the employee ADT estimations in Table 2-2. Uses not listed may be subject to special consideration. Table 2-2 Employee ADT Estimation for Various Commercial Uses Use Emp ADT for first 1,000 s.f. Emp ADT/ 1000 s.f. thereafter1 Office- all uses2 13.0 13.0 Restaurant 11.0 11.0 Retail3 8.0 4.5 Industrial 4.0 3.5 1 Unless otherwise noted, rates estimated from ITE Trip Generation Manual, 10thEdition 2 For all office categories. Calibrated based on typical number of employees/square foot for office uses. 3 Retail uses include shopping center, variety store, supermarket, gyms, pharmacy, etc. Exhibit 3 Carlsbad TDM Handbook 12 Manufacturing 4.0 3.0 Warehousing 4.0 1.0 For example, a 23,000 s.f. retail development would be estimated to generate 107 trips: 8 trips for the first 1,000 s.f. and 99 for the next 22,000 s.f. (23,000/1,000 * 4.5). 2.3 TDM 1 Requirements and Development Review Process Tier 1 Requirements A Tier 1 TDM Plan requires the following plan elements, which are further described in the Tier 1 TDM Plan Template (Appendix C): •Existing conditions and context •Agreement to implement the following strategies: o Designation of a transportation coordinator who will attend at least one annual citywide program event/meeting. o Promotion of at least one citywide program per year (if available) o Distribution of the citywide program flyer to all new hires •Agreement to adhere to monitoring and reporting requirements as described in Section 2.7. Tier 1 Process The following steps outline the TDM plan process for Tier 1 non-residential projects: 1.After the determination is made that a Tier 1 TDM plan is required, the Transportation Administrator is available to discuss the project, review the requirements and assist with completion of the plan. 2.Applicant completes Tier 1 template and prepares supporting documentation. 3. Applicants signs and obtains the transportation coordinator’s signature. 4. Applicant submits template with supporting documentation within 4 weeks of expecting to occupy the space. 5. Approved plan is required prior to occupancy. 2.4 Tier 2 & 3 Requirements and Development Review Process Tier 2 Requirements A Tier 2 TDM plan requires the following plan elements, which are further described in section 2.5.2 and the Tier 2 & 3 TDM Plan Template: •Existing conditions and context •Three required strategies yielding 4 points Exhibit 3 Carlsbad TDM Handbook 13 •A selection of infrastructure improvements and programmatic strategies that add another 5 points, adding up to a total of 9 points •Agreement to adhere to monitoring and reporting requirements as described in Section 2.7. Tier 3 Requirements A Tier 3 TDM plan requires the following plan elements which, are further described in section 2.5.3 and the Tier 2 & 3 TDM Plan Template: •Existing conditions and context •Three required strategies yielding 4 points •A selection of infrastructure improvements and programmatic strategies that add another 14 points, adding up to a total of 18 points. •Agreement to adhere to monitoring and reporting requirements as described in Section 2.7. Tier 2 & 3 Process The process for Tier 2 & 3 is outlined graphically below. It is organized into two separate parts: 1.All developments subject to the ordinance must submit Part I: Project Background, Existing Conditions and Infrastructure TDM Strategies of the TDM plan prior to building permit issuance. 2. Part II of the TDM Plan consists of non-infrastructure strategies and must be submitted and approved prior to occupancy. Build-to-suit projects and tenant improvements may submit Part II along with Part I prior to building permit issuance. Exhibit 3 Carlsbad TDM Handbook 14 Figure 2-1 Tier 2 & 3 TDM Plan Process 2.5 Tier 2 & 3 TDM Strategy Selection Tier 2 and Tier 3 TDM plans require the selection of strategies in addition to the three required ones. This section describes the required strategies and includes a menu of infrastructure strategies available to fulfill Part I requirements and a menu of non- infrastructure strategies available to fulfill Part II requirements. Strategies may be selected from both menus, however, Tier 3 developments must achieve a minimum of 6 points through infrastructure strategies. Some strategies contain a range of points. The applicant will work with the TA to determine the likely effectiveness of the strategy based on the unique attributes of the site and proposed development. In general, the point value is relative to the level of effort and the applicability of a strategy based on the development context. The menu used during the development approval process remains the pertinent plan for the life of that development and will transfer to the new owner if ownership changes. However, Exhibit 3 1. Preapplication Consultation 2. Initiate TDM Plan Development 3. Part 1 Plan Review 4. Pre-Occupancy Inspection & Part 2 Plan Review 5. Monitoring Build-to-suit or Tenant Improvement Does project meet threshold for ordinance? Yes Build-to-spec Does project meet threshold for ordinance? Yes Discretionary Does project meet threshold for ordinance? Yes ---,,a,ooo'" ••*, -------------1 -------------J--------- Infrastructure Part 2: Non-Infrastructure & Implementation (may be completed anytime prior to pre-occupancy inspection) Building Permit Occupancy Ongoing Employee Commute Survey & Report every 2 years) Background & Part 1: Infrastructure Update Background, Part 2: Non-Infrastructure & Implementation Occupancy applicant deliverable -employer/property owner deliverable Background & Part 1: Infrastructure Discretionary Permit Update Background, Part 2: Non-Infrastructure & Implementation Occupancy Baseline Employee Commute Survey & Report Ongoing Employee Commute Survey & Report (every 2 years) • city approval Carlsbad TDM Handbook 15 the menu of strategies for new non-residential developments will be reviewed periodically by city staff to adjust point values of TDM measures as necessary or to add new measures. The revised menu of TDM strategies will only be used for new applications or a property owner may file a TDM plan update application containing revised strategies at any time for review and approval by the city. 2.5.1 Required Strategies As laid out in Table 2-2 below, required strategies yield 4 points towards the required number of points. Table 2-3 Menu of TDM Strategies, Part I: Infrastructure* Category Name Description Points Required Designated Transportation Coordinator (TC) Designate an on- site Transportation Coordinator responsible for ensuring compliance with City of Carlsbad TDM Plan requirements.  1 New Hire Transportation Information Distribute transportation options information provided by the citywide program to new hires at the point of hiring. 1 Citywide TDM Program Active participation in the citywide TDM program. 2 Designated Transportation Coordinator (TC) All developments subject to the TDM ordinance are required to designate an on-site transportation coordinator responsible for ensuring that infrastructure is maintained, policies and programs are implemented, and amenities and partnerships are maintained as described in the approved TDM Plan and otherwise ensuring compliance with City of Carlsbad TDM Plan requirements. This requirement is indefinite and must be in place prior to issuance of the certificate of occupancy. If a property changes hands or a new property manager is hired, a new TC must be designated. Up-to-date contact information for the TC must be on file with the city for the life of the building. Plan Guidance: Provide the name, title and contact information for the TC. Distribute New Hire Transportation Information All developments subject to the TDM ordinance are required to ensure that transportation options information is distributed to new employees during the hiring and orientation process. Exhibit 3 Carlsbad TDM Handbook 16 Citywide TDM Program All developments subject to the TDM ordinance are required to meet with the citywide TDM programs outreach staff on a regular basis (at least annually) and participate in at least one event held by the citywide TDM program (if available). 2.5.2 Part I: Infrastructure TDM Selections Applicants may select strategies from both infrastructure and non-infrastructure menus to achieve the required point value. However, infrastructure strategies must be selected and approved prior to building permit issuance (Part I). Additionally, Tier 3 plans must achieve a minimum of one third of the 18 required points (6 points) through infrastructure strategies unless otherwise agreed upon with city staff. The developer will work with the TA to determine infrastructure strategies and infrastructure-related policies applicable to the site. Once the infrastructure strategies have been selected, the developer is expected to commit to the agreed upon strategies. However, additional infrastructure strategies may be added before site occupancy if the required points cannot be met with non-infrastructure-based (Part II) strategies. Points not earned through infrastructure strategies will be expected to be earned in Part II. Review Part II strategies to ensure that the appropriate infrastructure is selected to support desired amenities or programs. In the case of a tenant improvement, if the tenant has access to any infrastructure amenities listed in Table 2-4, the tenant can claim that amenity in their plan unless that amenity does not meet minimum standards or is, on average, fully utilized, such as two carpool spaces that are both occupied on most weekdays. The capacity of an existing infrastructure amenity will need to be evaluated at the time the strategy is proposed. A formal site visit (pre-occupancy inspection) will be scheduled to confirm that infrastructure improvements have been completed and located as agreed upon in the TDM Plan prior to occupancy. The following table provides high level descriptions of the strategies and the point value. The section following provides additional details on each strategy. Table 2-4 Menu of TDM Strategies, Part I: Infrastructure* Category Name Description Points Infrastructure Secure Bike Parking Provide a secure, weather-protected bike cage or bike room for employees consistent. 1 Public Bike Racks Provide public bike racks near the building entrances for all cyclists, including retail customers and visitors. 1 Bicycle Repair Station Provide on-site tools and space for bicycle repair. Bike repair stations should include repair stands, air pumps, and other tools and resources necessary to quickly repair a bike. 1 Micromobility Parking Reserve space for parking micromobility devices, e.g., dockless bike share, e-bikes, e-scooters, and docked bike share. 1 Exhibit 3 Carlsbad TDM Handbook 17 Transit Shelter Additions or Improvements   Add or improve transit stops by adding shelters, providing seating and ensuring that they are easily accessible from building entrances. 1 Preferential Parking for Car/Vanpools Provide preferential parking for car and vanpool vehicles that is close to the building entrance, covered, or otherwise preferable. 1-2 Parking Spaces for Car Share Vehicles Provide preferential parking for car share vehicles that is close to the building entrance, covered, or otherwise preferable. 1 End of Trip Facilities Provide shower and changing rooms for employees who use active transportation to get to work. 1 On-site Amenities Provide access to on-site amenities such as on-site childcare, restaurants and shops, wellness centers, and other employee convenience services that reduce the need to drive for errands during the work day. 1-2 Bicycle and Pedestrian Connections Improve pedestrian and bicycle connectivity. Applicant should provide access to direct routes from public sidewalk to each building in the project.  1 Passenger Loading Zone Provide signed passenger loading curb space for shuttle, microtransit, and/or ride-hailing pick- up/drop off. 1 Innovation Any other physical site-improvement at the worksite to reduce single-occupancy vehicles will be considered. 1-5 *If a strategy is contingent upon a partnership with a third party for implementation and the company becomes defunct, the product becomes obsolete or otherwise unusable, the developer should work with the TA to identify a suitable alternative. Infrastructure-based strategies included in Table 2-4 are discussed in further detail below. Each strategy description also contains plan guidance describing plan requirements. Secure Bike Parking This category includes bike lockers or a secure, weather-protected bike cage or bike room for long-term parking for employees. The minimum number of secure bike parking spaces to be included vary by use and should be rounded up (i.e. a 12,500 s.f. office development would require a minimum of 3 secure spaces): • Office: 1 per 5,000 s.f. of space (minimum of 2) • Restaurant: 1 per 5,000 s.f. of space (minimum of 2) • Retail: 1 per 15,000 s.f. of space (minimum of 2) • Industrial/Manufacturing: 1 per 15,000 s.f. of space (minimum of 2) • Warehousing: 1 per 25,000 s.f. of space (minimum of 2) Plan Guidance: Indicate the number of long-term bike parking spaces to be provided, how they will be accessed and where they will be located on the project site. If practical, include location on the site map. Exhibit 3 Carlsbad TDM Handbook 18 Public Bike Parking Provide public bike racks near the building entrances for all bicyclists, including retail customers and visitors. The number of required spaces depends on whether secure bike parking is provided as well: • If secure bike parking is provided to employees, the required number is that listed under public bike parking in Table 2-5. • If no secure bike parking is provided to employees, the required number includes both the number listed for employee bike parking plus the number listed for public bike parking in Table 2-5. Table 2-5 Bike Parking Requirements Use Employee Bike Parking Public Bike Parking Office 1 per 5,000 sf of space (min of 2) 1 per 20 parking spaces* (min of 2) Restaurant 1 per 5,000 sf of space (min of 2) 1 per 10 parking spaces* (min of 2) Retail 1 per 15,000 sf of space (min of 2) 1 per 10 parking spaces* (min of 2) Industrial/ Manufacturing 1 per 15,000 sf of space (min of 2) 1 per 20 parking spaces* (min of 2) Warehousing 1 per 25,000 sf of space (min of 2) 1 per 20 parking spaces* (min of 2) *planned or existing Bike racks should follow the bike rack and installation guidance laid out in “Essentials of Bike Parking”4 published by the Association of Pedestrian and Bicycle Professionals (APBP). Note that any bike racks proposed on public right-of-way require approval by the City of Carlsbad. Plan Guidance: Indicate the number of short-term and the type of bike rack to be provided and where they will be located on the project site. If practical, include location on the site map. Bicycle Repair Station Provide on-site tools and space for bicycle repair. Bike repair stations should include repair stands, air pumps, and other tools and resources necessary to quickly repair a bike. Plan Guidance: Describe what items will be included in the bicycle repair station and where it will be located within the project site. Micromobility Parking Reserve space for parking micromobility devices. This includes dockless and docked shared use bikes, scooters, and similar services. The space must: (1) be publicly accessible 24-hours per day; (2) be provided for free to one or more micromobility service providers; (3) provide electricity (actual cost plus a reasonable administrative fee may be charged back to service providers); (4) provide adequate space to allow for the simultaneous storage 4 Essentials of Bike Parking Revision 1.0, September 2015, Association of Pedestrian and Bicycle Professionals (APBP). Exhibit 3 Carlsbad TDM Handbook 19 of four or more bicycles (this requirement does not preclude the storage of non-bicycle mobility devices); and (5) be in a location that is visible from adjacent sidewalks and has convenient access to building entrances. If space is set aside for micromobility devices but not utilized by micromobility devices/services, bicycle racks must be installed until a need/desire for the parking of micromobility devices exists. Only applicable if the development is located in a service area of at least one micromobility service or is provided in conjunction with providing shared bikes, scooters or similar vehicles to employees. Plan Guidance: Indicate where micromobility parking space (or interim bike racks) will be located on the project site. If practical, include location on the site map. Transit Shelter Additions or Improvements Add or improve transit stops by adding shelters, providing seating and ensuring that they are easily accessible from building entrances. Plan Guidance: Describe the location of transit stops and what types of additions/improvements are being proposed. Preferential Parking for Car/Vanpools Provide preferential parking for car and vanpool vehicles that is close to the building entrance, covered, or otherwise preferable. Building owners must have an enforcement policy in place to assure the spaces are used only by carpoolers and vanpoolers. Up to five percent of total parking spaces must be available for carpool/vanpool parking. The number of spaces designated can fluctuate based on demand, but at no point can be less than one. If the number of assigned spaces is less than 5 percent of total spaces the property manager must notify tenants of the availability of additional spaces at least twice per year. Maximum points will be awarded when ride-matching services are provided along with preferential parking for car/vanpools. Plan Guidance: Indicate the number of carpool and vanpool reserved spaces to be provided and where they will be located on the project site. The initial number of carpool/vanpool parking spaces should reflect 5 percent of total parking spaces. Parking Spaces for Car Share Vehicles Provide preferential parking for car share vehicles that is close to the building entrance, covered, or otherwise preferable. This strategy requires being in the service area of a free- floating carshare provider, contracting with a traditional carshare provider or providing a shared vehicle to tenants. Plan Guidance: Indicate the number of reserved spaces to be provided for car share vehicles and where they will be located on the project site. End of Trip Facilities Employers should provide shower and changing rooms for employees who use active transportation to get to work. Plan Guidance: Indicate the number of showers and changing rooms and where they will be located on the site/building plan. Exhibit 3 Carlsbad TDM Handbook 20 On-Site Amenities Provide access to on-site amenities such as on-site childcare, restaurants and shops, wellness centers, and other employee convenience services that reduce the need to drive for errands during the work day. Discuss the on-site amenities that will be located at the development and explain how these offerings will mitigate trips rather than serve as trip-generators. Discuss discounts available to tenants if applicable. Provide a map showing the location of these amenities. Bicycle and Pedestrian Connections Developers should improve pedestrian and bicycle connectivity consistent with the city’s bicycle and pedestrian master plans and trails master planning efforts. Developer should provide pathways that are a minimum of 10 feet in width that allow pedestrians and cyclists to connect from adjacent roadways, bike lanes and sidewalks to the main entrance of a building(s). Most applicable for large campus developments. Plan Guidance: Provide a map showing proposed pedestrian and bicycle infrastructure and connections to existing facilities. Passenger Loading Zone Provide signed passenger loading space on the property for passenger drop off that includes shuttle, microtransit, and/or ride-hailing pick-up/drop off. Plan Guidance: Describe location of and denote loading zone on building/site plan. Innovation (Infrastructure-Based) Any other physical site-improvement at the worksite with the purpose to reduce single- occupancy vehicles will be considered. Improvements that have been implemented successfully at other developments, including other geographies, are encouraged. Plan Guidance: Work with the TA to define a strategy and determine point value. 2.5.3 Part II: Non-Infrastructure TDM Selections Table 2-5 contains a menu of non-infrastructure-based TDM Strategies. Those include programs, policies, partnerships and site-amenities that help reduce single-occupancy trips to the site. The developer will work with the TA to determine strategies applicable to the site. It is expected that Part II will contain a sufficient number of strategies to earn the remaining required points not earned through infrastructure strategies. Tier 2 plans must achieve a total of 9 points and Tier 3 plans a total of 18 points is required from Part I and Part II combined. A thorough understanding of the existing conditions and anticipated workforce, as outlined in Part I should inform the selection of Part II strategies. The strategies in Table 2-6, the non-infrastructure menu, and discussed in detail in the next section are organized into the following categories: required, amenities, policies, developer/employer programs, employer programs, partnerships and innovation. A well- rounded, effective and sustainable TDM plan should include complementary strategies from multiple categories. Exhibit 3 Carlsbad TDM Handbook 21 Table 2-6 Menu of TDM Strategies, Part II: Non-Infrastructure* Category Name Description Points Amenities Car Share Vehicles Provide car share vehicle(s) or provide a vehicle that will be shared amongst at the worksite. 1-3 Micromobility Service Credits Provide credits to building occupants for the use of micromobility services. 1-2 Real-Time Travel Information Screens  Provide displays in key locations in developments which display real-time information about bus services. 1 Mobile On-site Amenities Provide access to on-site amenities such as: food trucks, mobile bike repair services, and mobile hair salons that reduce the need to drive for errands during the work day. 1 Policies TDM in Leases and Purchase Agreements Establish requirements in leases and unit purchase agreements that bind tenants to provide TDM services. 1-5 Non-standard Vehicle Policies Establish policies and associated lease language and site signage to manage parking for non-traditional vehicles such as micromobility/bicycles/etc. 1-3 Developer/Employer Programs Mobility Services Incentives Budget Establish and spend budget to subsidize alternative travel modes. Examples include providing monthly transit passes to employees, reimbursing a monthly vanpool cost or paying a monthly bicycle benefit. 1-10 Marketing and Outreach Implement a marketing and outreach component to educate commuters about the transportation programs and services available to them and to encourage sustainable travel choices. 1-4 Ride-matching Services Develop an internal ride-matching program or utilize existing ride-matching platform such as Waze. 1 GRH Services Develop an internal guaranteed ride home program or utilize SANDAG’s GRH program. 1 Employer Programs Telework Program Implement a formal telework program that allows eligible employees to work from home at least one day per week. 1-5 Flexible/Alternative Work Schedules Implement flexible work schedules and/or alternative work schedules that allow employees to work longer hours and fewer days during a week or two-week period. 1-3 Alternative Transportation Incentive Offer cash payments to employees who do not drive alone. 1-10 Exhibit 3 Carlsbad TDM Handbook 22 Category Name Description Points Commuter Tax Benefits Offer pre-tax commute benefits to employees allowing them to pay for qualifying commute expenses with pre-tax funds. 1 Customized Travel Plans Provide customized travel plans to employees along with programs and incentives that may be available to them. 1 Establish and Maintain Partnerships with Area Businesses Create and implement TDM cost sharing partnerships with area businesses to address shared trip mitigation resources and efforts. 1-5 Establish and Maintain Partnerships with Private Vendors Create and implement partnerships with private vendors that create measurable levels of local service delivery of things such as car-sharing, micro-mobility, dynamic ridesharing, and other services as deemed appropriate from above. 1-3 Innovation Innovation Any other strategies to reduce single- occupancy trips to the worksite will be considered. Strategies that have been implemented successfully at other developments, including other geographies, are encouraged. 1-5 *If a strategy is contingent upon a partnership with a third party for implementation and the company becomes defunct, the product becomes obsolete or otherwise unusable, the developer should work with the TA to identify a suitable alternative. Descriptions of non-infrastructure-based strategies are listed below. Applicants should follow plan guidance for all included strategies. Amenities For the purpose of this plan, an amenity is defined as a featured product or service that is provided to tenants/employees to reduce the need to drive to work or to facilitate transit or active transportation use. The amenity should be marketed clearly as such and highly visible at the site. Car Share Vehicles Work with third party vendors to procure car share vehicle(s) or provide a vehicle that will be shared at the worksite. Should be offered in conjunction with Parking for Carshare Vehicles under Part 1: Infrastructure TDM Selections. Plan Guidance: Identify the number of car share vehicles that will be provided on-site and if these vehicles will be provided by an existing car share operator or by the Exhibit 3 Carlsbad TDM Handbook 23 employer/property owner. Indicate whether membership will be fully or partially subsidized for employees/tenants. Indicate the number of reserved spaces to be provided for car share vehicles and where they will be located on the project site. Micromobility Service Credits Provide credits to building occupants for the use of micromobility services available at your site. The credits should be available for services that are available at or within ¼-mile of the development. Credits can cover the cost of annual/monthly/daily memberships, per minute/hour usage fees, etc. The value of credits provided must be equal to or greater than approximately $10 per building occupant in 2019 dollars adjusted for inflation based on the Consumer Price Index published by the Bureau of Labor Statistics. Twenty-five percent of the unused service credits may be rolled over to the subsequent year. The type and specific value of individual credits can vary from year to year so long as the total value of all credits offered is equal to or greater than the minimum requirement. The availability of credits must be marketed to tenants annually via email, posters, or other methods likely to be seen/read by most or all tenants. Plan Guidance: Describe the micromobility service that will be available for use by employees/tenants and the level of service credits/subsidy. Indicate if all employees/tenants will have access to the service credits and how the program will be administered. Real-Time Travel Information Provide displays in key locations in developments that display real-time information about travel options. This can include arrival and departure times of area transit services, the location of nearby micromobility devices, carshare vehicles, and other travel options. Plan Guidance: Describe the proposed location of the resources and any other relevant information (i.e., range of the WiFi hotspot, location of real-time travel information screens). Mobile On-site Amenities Provide access to mobile on-site amenities such as: food trucks, mobile bike repair services, and mobile hair salons that reduce the need to drive for errands during the work day. Plan Guidance: Discuss the mobile on-site amenities that will be located at the development and explain how these offerings will mitigate trips rather than serve as trip- generators. Discuss discounts available to tenants. Provide a map showing the location of these amenities if applicable and discuss agreements between vendors and schedules. Policies Building owners and employers can reduce travel demand through policies at their workplace. Policies such as shared parking and unbundling the cost of parking from lease agreements also reduce the developer’s costs. Additional policies can ensure TDM will continue through the life of the project and support rapidly changing technologies, for example. Exhibit 3 Carlsbad TDM Handbook 24 TDM in Leases and Purchase Agreements Establish requirements in leases and unit purchase agreements that bind tenants to provide key TDM supporting roles such as TC contacts for each tenant and annual TDM TC training. Plan Guidance: Provide language that will be included in the lease that will allow for TDM supporting roles. Non-Standard Vehicle Policies Establish policies, associated language and site signage to manage parking for non-traditional vehicles such as micro-mobility/bicycles/etc. that supports and encourages flexibility in tenant agreements. If parking is only available on a non-daily basis, either free or at a cost, allow daily parking by individuals that typically don’t drive alone to work. Plan Guidance: Describe the site’s non-traditional vehicle management plan. This strategy may be implemented with the micromobility parking infrastructure strategy. Programs The programs discussed below increase alternative mode share by increasing the number of people taking transit, vanpooling or biking to work. These programs should be implemented once the development is occupied. The applicability of these programs to the worksite will depend on the site location and existing or anticipated workforce. Mobility Services Incentives Budget Establish a budget to subsidize alternative travel modes. Examples include providing monthly transit passes to employees, reimbursing a monthly vanpool cost or paying a monthly bicycle benefit. The minimum budget per person must be equal to the monthly cost of a transit pass. The developer is required to spend at least 75 percent of the budget each year and submit receipts annually to the city. Twenty-five percent of the budget may be rolled over to the subsequent year. The specific value of budget can vary from year to year so long as the total value of incentives offered is equal to or greater than the minimum requirement. This program must be marketed to tenants annually via email, posters, or other methods likely to be seen/read by most or all tenants. Points will be awarded based on the number of employees eligible for an annual subsidy. In general, points awarded will be equal to half the percentage of employees eligible for the annual subsidy. Plan Guidance: Include details of program including how the program will be administered. Indicate the total annual budget, describe what percentage of the workforce will be eligible to participate, how the program will be marketed and how participation will be monitored. Ride-matching Services Develop an internal ride-matching program or utilize an existing ride-matching platform such as Waze. Ideally offered in conjunction with Preferential Parking for Car/Vanpools available in Part 1: Infrastructure Selections. Plan Guidance: Developer should discuss plans to create an internal ride-matching program. At a minimum, developer will promote existing ride-matching platform such as Waze. Exhibit 3 Carlsbad TDM Handbook 25 Guaranteed Ride Home (GRH) Services Develop an internal guaranteed ride home program or utilize an existing GRH program. Plan Guidance: Developer should discuss plans to create an internal GRH program. At a minimum, developer will promote existing services, such as SANDAG’s iCommute. Marketing and Outreach A TDM plan should include a marketing and outreach component to educate commuters about the transportation programs and services available to them and to encourage sustainable travel choices. Plan Guidance: Include details of marketing and outreach efforts such as: o A community website/page that can be used by employees, and visitors to learn about the transportation services and options available when traveling to, from, or within the site o A printed community map that shows area businesses, parks, community centers, transit routes/stops, bike paths/routes, and a scale based on travel time rather than distance o A printed community transportation brochure that explains travel options and provides resources for traveling sustainably o An annual event for employees where they can learn about their travel options and interact with their neighbors and fellow employees, e.g., barbeques, food truck events, and movie nights o On-going outreach events at employment locations to educate employees about their travel options and encourage them to commute using sustainable travel modes o Transportation kiosks located in heavily trafficked locations that include the community map, transportation brochure, and other transportation resources such as bus timetables Employer Programs Employer programs are applicable if the employer is the developer/property owner or is undergoing a tenant improvement requiring a building permit. Telework Program Implement a formal telework program that allows eligible employees to work from home at least one day per week. Points will be awarded based on estimated trip reduction calculated by multiplying the expected trip reduction per person with the percentage of employees expected to participate. For example, 40 percent of employees teleworking one day per week (a 20 percent reduction) would yield an overall estimated trip reduction of 8 percent and two points. A minimum trip reduction of 4 percent is required to gain a point. • 4% trip reduction = 1 point • 5-8% trip reduction = 2 points • 9-12% trip reduction = 3 points • 13-16% trip reduction = 4 points • 17% trip reduction or more = 5 points Exhibit 3 Carlsbad TDM Handbook 26 Plan Guidance: Include information about the program, such as the infrastructure and policies that will be available to support teleworking, the anticipated percentage of employees that will be eligible and the anticipated number of days employees can telework per week or month Flexible/Alternative Work Schedules Implement a flexible or alternative work schedule program that allows eligible employees to vary their arrival and departure time and/or work a compressed work schedule, such as four 10-hour days per week or 80 hours in nine days every two weeks. Plan Guidance: Include information about the program, such as the anticipated percentage of employees that will be eligible and any limits or guidance on the arrangements that are acceptable. Alternative Transportation Incentive Offer cash payments in exchange for employees choosing an alternative transportation mode. This differs from the subsidies described in the mobility services incentives budget, because it does not tie the incentive amount to the cost of commuting. It can be offered in addition to transit pass or similar subsidies but is often offered instead as a stand-alone program. It can be offered on a monthly or daily basis and will require some way of verifying that employees are not driving alone to work. Plan Guidance: Include details of program including how the program will be administered. Indicate the total annual budget, describe what percentage of the workforce will be eligible to participate, how the program will be marketed and how participation will be monitored. Commuter Tax Benefits Employers have the ability to offer pre-tax commute benefits to employees. Section 1.132-9 of the IRS code allow employees to use up to an annual limit ($265 in 2019) per month in pre-tax money to pay for their parking, transit and vanpool fares. The tax benefit program can be administered in-house or through a payroll service provider. There are several companies that specifically provide transportation benefit payroll services. Plan Guidance: Include how the program will be marketed to employees. Customized Travel Plans Provide customized travel plans to employees based on their home location, work hours and related factors along with programs and incentives that may be available to them. Plan Guidance: Identify department/position that will be responsible for implementation. Partnerships Partnerships are an effective way to leverage resources to achieve TDM benefits. Partnerships with neighboring businesses can reduce trip mitigation costs to the developer and partnerships with private vendors can provide products and services that reduce the need to drive alone to the worksite. Exhibit 3 Carlsbad TDM Handbook 27 Establish and Maintain Partnerships with Area Businesses Create and implement TDM cost sharing partnerships with area businesses to address shared trip mitigation resources and efforts. Plan Guidance: Identify partner business(es) or entities and the TDM resource(s) that will be provided through the partnership. Establish and Maintain Partnerships with Private Vendors Create and implement partnerships with private vendors that create measurable levels of local service delivery of things such as car-sharing, micro-mobility, dynamic ridesharing, shuttles and other services as deemed appropriate from above. Plan Guidance: Work the TA to define strategies and discuss the ability of the strategy to reduce single-occupancy trips to the site. Innovation Any other strategies to reduce single-occupancy trips to the worksite will be considered. Strategies that have been implemented successfully at other developments, including other geographies, are encouraged. Plan Guidance: Work with the TA to define strategies and discuss the ability of the strategy to reduce single-occupancy trips to the site. 2.6 Implementation New Developments: Final TDM plans for new developments will be recorded as a covenant or deed restriction for the property to ensure that TDM programs are implemented and maintained over time, even when ownership or property management change. In order to ensure that TDM strategies continue throughout the life of the project, requirements should be incorporated into Covenants, Conditions and Restrictions (CC&R) of the property and into tenant lease agreements. Language incorporated as part of a CC&R should ensure that the property, in addition to all existing and future owners and occupants, is subject to the TDM plan requirements. It should also clarify any obligation to fund and implement the programs, to adhere to reporting requirements, and to be subject to penalty if targets are not met. Tenant Improvements: Infrastructure strategies included in a tenant improvement plan are exempt from this requirement. However, the owner/tenant will need to acknowledge in the TDM plan that any site infrastructure included in the plan cannot be changed without approval from the city. Plan Guidance: Developer agrees to inform the city of a sale and provide contact information for a new owner to ensure that the plan will continue throughout the life of the project. 2.7 Monitoring and Reporting All development projects that are subject to a TDM plan are required to begin to monitor the alternative mode share of commute trips to the site through employee surveys within 12 months of reaching 75 percent occupancy or within 18 months of initial occupancy, Exhibit 3 Carlsbad TDM Handbook 28 whichever occurs first. Developments with multiple buildings or phases are required to conduct employee surveys within 12 months of reaching 75 percent occupancy of the first building or within 18 months of initial occupancy of the first building, whichever occurs first. The city will provide a survey template and specific instructions to facilitate and standardize data collection and reporting. The developer or designated transportation coordinator agrees to distribute commute surveys to employees every two years following the baseline survey conducted within 12 months of occupancy reaching 75 percent or within 18 months of initial occupancy, whichever occurs first. Alternatively, leases may stipulate that the employer tenant(s) will administer employee commute surveys on the same schedule. All employee commute surveys should achieve a minimum confidence interval of 5 percent at the 95 percent confidence level, or a 40 percent response rate, whichever number is higher. The survey shall be conducted in the spring (mid-April to mid-May) or in the fall (mid-September to mid-October), with subsequent surveys conducted during the same reporting period. Along with survey results, the applicant shall submit a status report of non-infrastructure TDM strategies specified in the plan. The report shall be submitted to the city within one month of the conclusion of the reporting period. To ensure that a site will achieve the 2035 alternative mode share goal, interim goals were created. Table 2-7 Alternative Transportation Mode Share Goals shows the current, interim and final alternative mode share goals for both new developments and existing buildings/tenant improvements. The developer is not expected to achieve mode share goals by the time the baseline survey is conducted, but is expected to meet the respective mode share goals of the period in which future reporting falls. For example, a new development that reaches 75 percent occupancy in 2021 will conduct its baseline survey by 2022. The first follow up survey, due in 2024, is expected to reach a 25 percent alternative mode share. The next two surveys, due in 2026 and 2028 will require an alternative mode share of 30 percent. The following two surveys in 2032 and 2034 will require an alternative mode share of 35 percent and the 2036 survey will need to show a 40 percent alternative mode share for the development to be in compliance. Table 2-7 Alternative Transportation Mode Share Goals Period in which Reporting Falls Alternative Mode Share Goals New Developments Existing Buildings/Tenant Improvements Present till 2025 25% 24% 2025 - 2029 30% 26% 2030 - 2034 35% 28% 2035 on 40% 30% Exhibit 3 Carlsbad TDM Handbook 29 Enforcement Developments that fail to reach the mode share goal, will be asked to submit an amended TDM plan. Repeated failure may trigger additional requirement by the TA or enforcement actions. Failure to participate in the monitoring and reporting will result in code compliance actions. Exhibit 3 Carlsbad TDM Handbook 30 The City of Carlsbad has developed a voluntary program to help employers and property managers integrate TDM strategies into their business operations. The Business Program supports Measure K-1 of the Climate Action Plan, which requires the adoption of a citywide TDM plan. This section provides best practice guidance to instruct employers and property managers on how to develop successful TDM plans at their worksites and contribute to the proliferation such plans throughout the city. Businesses are strongly encouraged to participate in the Voluntary TDM program. In addition to the health, productivity, and other benefits to TDM programming, the city offers the following incentives to businesses who participate: • Eligibility for iCommute Diamond Awards • Feature in community economic developments newsletter • Support for commuter program development from the Carlsbad TA 3.1 TDM Process for Employers and Property Managers Employers and property managers wish to participate in the TDM Business Program are encouraged to implement a TDM program at their work site(s). Employers and property managers are encouraged to contact the Carlsbad TA if they have any questions or need clarification. Recommended TDM Participation Designate an on-site Employee Transportation Coordinator (ETC) Consult with the Carlsbad TA Conduct a Commuter Survey (within three months of notification for the baseline survey and every 12-24 months thereafter, as agreed with City) Prepare and submit a TDM Plan to the city for approval (within three months of conducting the survey and updated every 12-24 months, as agreed upon with the city) Demonstrate a Good Faith Effort (GFE) to meet an established mode share target Implement any number and combination of strategies from the TDM Menu of Options to meet mode share target Section 3. TDM Business Program Exhibit 3 Carlsbad TDM Handbook 31 Exhibit 3 Carlsbad TDM Handbook 32 Figure 3-1 TDM Process for Property Managers and Employers Step Description Timeline Notification Employers and property managers interested in participating in the TDM program should notify the city. As soon as possible Consultation Employers and property managers schedule a complimentary consultation with the Carlsbad TA. The goals of the consultation are to: • identify an Employee Transportation Coordinator (ETC) who will serve as the primary contact with respect to TDM compliance • understand the city’s TDM Plan process • establish the worksite’s mode share target • initiate the worksite analysis and commute survey process. Within 30 days of notification Commuter Survey Employers and property managers should complete a baseline commute survey within three (3) months of notifying the city. Participants are encouraged to conduct follow-up surveys every 12-24 months via the iCommute Employee Commute Survey, in consultation with the Carlsbad TA, to support ongoing business practices and understand employee commute needs. Within 3 months of notice Exhibit 3 N•otification • Notify city regarding interest in participating in the voluntary program Consuhation • Consult with Carlsbad TA to understand TOM best practices • Conduct Worksite Analysis Commuter Survey • Baseline survey within three months of notification • Follow up survey every 12-36 months IDM Pla.n • Submit TDM Plan to city Carlsbad TDM Handbook 33 Step Description Timeline TDM Plan Following the commute survey, employers and property managers should consult with the Carlsbad TA to develop TDM Plan (Appendix C). The TDM Plan should be updated within three (3) months of any follow-on surveys. The TDM Plan should be updated every two years following the commute survey. Within 3 months of survey Employee Transportation Coordinator (ETC) An ETC acts as the primary contact for employees for transportation-related programs and services, such as transit options, available rideshare and active transportation amenities, and commuter programs and events. ETCs are also responsible for implementing the TDM Business Program and communicating important information from the city or Carlsbad TA to employees. Mode Share Target The CAP establishes community-wide mode share targets for existing and new businesses in Carlsbad by 2035. Alternative mode share refers to the percentage of non-single occupant trips made during the peak hours by carpool, public transit, biking, walking, and telework. The CAP mode share targets are shown below. The city’s primary goal is to reach a 30 percent alternative or non-SOV mode share citywide. To achieve this, a roughly 10 percent reduction in SOV trips is required. Suggested targets for new and existing businesses are presented below in Table 3-1. Table 3-1 Suggested Mode Share Targets for Voluntary TDM Program Alternative Mode Share SOV Mode Share Existing businesses (as of January 1, 2019) 30% or more 70% or less New businesses (as of January 1, 2019) 40% or more 60% or less Exhibit 3 Carlsbad TDM Handbook 34 Worksite Analysis A preliminary worksite analysis helps property managers and employers better understand employee commute patterns and barriers to behavior change. The worksite analysis is an informal process led by the Carlsbad TA and helps to assess: • Access to the site via transit, walking, and biking • On-site commuter amenities • Parking incentives and disincentives • On-site pedestrian and bicycle facilities • Telework and flexible work options • Other amenities See Appendix C for a Worksite Analysis template Commute Survey The baseline commute survey should be completed within three (3) months of receiving a notification letter and prior to the development and submission of the TDM Plan to the city for project approval. Follow-up surveys should be conducted every 12-24 months thereafter. The baseline survey must be carried out using the iCommute Employee Commute Survey and should be administered by the ETC. It should poll employees on when and how they commute to work during a typical, five-day work week. It should capture all modes taken by employees during their commute, their home zip codes, and work schedule. The data gathered from the survey will form the basis for the TDM Plan since it will provide the current mode share and how much trip reduction must occur to meet the work site’s target mode share. When conducting a commute survey, the participation rate must be statistically significant to within +/- 5%. The iCommute survey participation calculator can be used to determine the exact number of required responses. After completion of the survey, the Carlsbad TA will create a survey analysis report indicating the current mode share and identifying new opportunities for TDM programming. See Appendix D for a sample iCommute Commute Survey. Exhibit 3 Carlsbad TDM Handbook 35 TDM Plan Once the commute survey has been conducted and analyzed, the next step is to create and submit a TDM Plan. The ETC may choose any number of TDM strategies to implement from the TDM Menu of Options (Appendix B) or others deemed reasonable by the Carlsbad TA. The chosen strategies should be informed by the informal worksite analysis and commute survey, and include a reasonable justification for selecting the chosen TDM strategies. Consultation with the Carlsbad TA is recommended for assistance with selecting the TDM strategies. TDM Plans should be submitted using the city’s preferred template (Appendix C). The TDM Plan should include: Preliminary worksite analysis Map of worksite Mode share and mode share target Description of TDM strategies and brief description of why they were chosen for their worksite Commuter survey results (as appendix) See Appendix C for TDM Plan and Worksite Analysis Templates. 3.2 Citywide Monitoring The Carlsbad TA will be responsible for monitoring the city’s overall progress toward its goals and targets. The city will conduct a citywide commute survey every three (3) years to assess its progress toward citywide targets and gauge participation in TDM programs. 3.3 Good Faith Effort (GFE) A good faith effort to work toward the established targets is recommended: What is required for Good Faith Effort? • Participant has submitted required TDM documents as applicable. • Participant has consulted with the Carlsbad TA regarding TDM strategies at their worksite. • Participant has submitted a TDM Checklist or TDM Plan for city approval with a reasonable number and assortment of TDM strategies consistent with worksite conditions. Exhibit 3 Carlsbad TDM Handbook 36 4.1 Menu of Options The TDM Menu of Options is designed to assist developers, property managers, and employers select the TDM measures that will be implemented at their worksites. These strategies have been proven effective in promoting alternative modes of transportation and reducing SOV trips and will form the foundation of a worksite’s TDM program. Please refer to Appendix B for the complete TDM Menu of Options. Figure 4-1 Strategy Types Information/Education Educating people about their mobility options and how to travel by an alternative mode of transportation. Infrastructure/Amenities Improvements or additions to building infrastructure that support alternative commute modes. Incentives/Rewards Incentives for commuting by alternative modes to encourage mode shift. Shared Mobility Services Services that allow for short-term use of shared cars or bikes Personalized Travel Planning The provision of information and resources to help employees plan their trips and try new commute options. Parking Management Managing the supply and demand of parking to discourage SOV trips. Marketing & Outreach Marketing TDM programs and services to remind employees of their mobility options and disseminate important transportation-related information Section 4. TDM Strategies Exhibit 3 Carlsbad TDM Handbook 37 To help users quickly navigate the list of TDM measures, the menu is organized by strategy type (see Figure 4-2) with links to similar measures based on transportation options, strategy types, and implementation guidelines. For each strategy, a definition, pictures of real world examples, and other complementary strategies are provided to help businesses understand whether the strategy is right for their worksite. Where applicable, references are made to city, regional, and/or other guidelines that should be consulted during the implementation process. This is especially useful for developers who are required to comply with additional regulations (e.g., CAP, CALGreen, and Carlsbad Village, Barrio, and Beach Area Parking Study) or those who wish to achieve LEED certification. Figure 4-2 TDM Strategy Components Exhibit 3 TOM Strategy The strategy being described. ~ 1 --------~C) StrategyType Indicates the category Infrastructure/ Amenities the following TOM strategies fall under. Bicyde Pathways D~cription Create dedicated pathways for bikes separate from pedestrians and cars. Cost Effectiveness 3----------Costc.t!li:.t! I Eff!!Cliw>~:!Jj&h Indicates the T•gs: ~ I lofRstrurnsre I i'W'...OC:cupancy I PMP I LflO I Sm"" relative costs and ~ I Mobility hub effectiveness of the strategy. Can be used to search for similar strategies. ill.! Characteristics that describe this strategy. Can be used to search for other similar strategies. examples: 5 Visual Examples Provides examples of how this strategy can be implemented at a worksite. Description Briefly describes the TOM strategy. 0 Requires City opprovo/0 lEEO:SUc3 SANQAG Regiooal Mobillty Hub: 3, Blke Am&nrne,· BlkewM 7 SANDAG Smart Growth Oe•il;n Guidelinei: 33,3 P@d~~trian attd Blsi,:d@ Acee~• •r>d 5 2.3 Design for ~ 8 This strategy can be implemented or o developmenr/work sire lacOtt!d within c/OSI! proximir,, ro o transit srorion or srop in conjunction with other CQmplemenror; strategies such as secure bi e parking and bi !!shore. 9 Additional Approvals Notes any addit ional approvals required prior to implementation Implementation Guidelines Links to some relevant guidelines and references. •Relevant policies only. Businesses are responsible for ensuring compliance wirhorher mandatory approval processes Complementa~ Strategies Provides examples of other complementary strategies that would pair well with this stra egy. Carlsbad TDM Handbook 38 4.2 Complementary Strategies TDM strategies are most effective when they make sense within the local context, are mutually reinforcing, and encourage behavior change from multiple perspectives. When developing a TDM program, it is recommended that developers, property managers, and employers first identify the travel options that their employees are most likely to take and then decide how best to support them in their efforts to travel using alternatives to single-occupant vehicles. The following are hypothetical examples of robust TDM programs for different business types in Carlsbad. These should be used as a reference to illustrate how a comprehensive TDM Plan could be developed by using a combination of TDM strategies to maximize behavior change within their circumstances. Example #1 - Existing retail business with 0-49 employees located in Carlsbad Village The Carlsbad Village is a walkable downtown community with a central train station featuring COASTER and limited Amtrak service. Nearby Oceanside and Solana Beach stations also have daily Amtrak service. A retail business located here could take advantage of the multi-modal options available nearby by implementing TDM strategies that promote biking, walking, and transit. Not only do these strategies encourage alternative commutes, they support the city’s goal of creating a vibrant community where residents can live, work, and play. Target TDM Strategy Biking • Secure bike parking • Complementary bike safety incentives • Free bike tune-ups Transit • Subsidized transit passes • Free “try transit” passes • New employee information package Biking With nearby bicycle lanes and slower moving traffic in the Village, the employer may consider installing secure bike parking and providing complementary bike safety incentives and tune-ups to promote this option for employees. Transit For those employees who may live farther away, employers could consider supporting their commute efforts by providing free ’try transit’ passes for first time transit riders and subsidizing monthly transit passes. The employer also could provide information about transportation options and benefits to new employees in their onboarding material before they develop a driving habit. Exhibit 3 Carlsbad TDM Handbook 39 For hourly wage workers, biking and transit are often more affordable than driving, allowing employees to keep more of their wages for other things and freeing up valuable parking spaces for customers. Exhibit 3 Carlsbad TDM Handbook 40 Example #2 - An office with 75 employees located in a business park Some areas of Carlsbad have a hilly topography, which makes traditional bicycling difficult, and inland areas have few transit options. Employers in areas like these might focus their effort on supporting carpools/vanpools, electric bicycles or scooters, neighborhood electric vehicles (NEVs), and alternative work schedules. Target TDM Strategy Carpool/Vanpool • Vanpool subsidy • Priority carpool/vanpool parking • Shuttle service • Guaranteed Ride Home Transit Connections • Uber/Lyft discounts to/from COASTER and transit • On-demand shuttle Alternative Work Schedules • Telework • Compressed work week Carpool/Vanpool Due to a more limited pool of transportation options, the employer could focus on encouraging carpool/vanpool formation or connections to transit services. Additionally, the Guaranteed Ride Home Program (provided by SANDAG for up to three trips per year) provides employees with a safety net for those unplanned instances when they have to go home outside of their regular schedule. Transit and First-Mile/Last-Mile Connections Providing access to bikeshare or a shuttle service to and from the nearest train station will help reduce transit connection barriers commuters typically experience getting to their place of employment from a transit station. Alternative Work Schedules Employers could offer their employees the option of working from home or working different schedules to help alleviate stress related to commuting to work during rush hour and reduce the number of parking spaces required by employers. This also can be an effective way to reduce drive-alone trips at peak hours during the work week. Exhibit 3 Carlsbad TDM Handbook 41 Example #3 - A hotel with 400 employees near LEGOLAND Hotel employees typically have irregular commute patterns that present challenges when developing a TDM Program. Since the hotel must provide round-the-clock services to its guests, employees have varied schedules and are typically required to work on-site. Target TDM Strategy Trip Assistance • Personalized commute assistance • Carpool matching On-Site Amenities • Shuttle service • Other on-site amenities • Fitness membership • On-site carshare fleet Trip Assistance The on-site Employee Transportation Coordinator (ETC) could provide one-on-one commute assistance to help employees navigate their mobility options based on their work schedules. The ETC is positioned to understand the commute patterns of their employees (e.g., day vs night shift) and develop assistance programs for each target group. Employers also could offer free carpool matching services to help employees find matches within or near their zip codes. On-Site Amenities Employers in this instance should consider providing a shuttle service to and from the Carlsbad Poinsettia station to help them complete their commute. On-site amenities such as restaurants, post office services, a gym, or coffee shop help reduce the number of trips employees take before, during, and after work. Having an on-site carshare fleet offers flexibility for employees traveling for lunch or work, making alternative options more viable. Exhibit 3 Carlsbad TDM Handbook 42 Example #4 - A new multi-tenant office development with 300,000 SF in Carlsbad’s coastal region Developers have the unique opportunity to influence their tenants’ TDM Programs through the design of their buildings. In addition to helping developers attain LEED certification or satisfy the city’s Climate Action Plan requirements, these facilities can be used as added value to attract new tenants. Target TDM Strategy Green Infrastructure • Secure bike parking and maintenance facilities • Showers and lockers • Transit stops and infrastructure improvements Parking Management • Flexible curb space • Shared parking • Unbundled parking Green Infrastructure By installing supportive infrastructure, such as secure and covered bike parking, showers and lockers, and enhanced transit stops, developers play a large role in making it safe and convenient for people to bike and take transit to work. Furthermore, they can also be advertised as multi-modal amenities available for free to employees, which could be of interest to potential tenants who seek benefits for attracting and retaining talent. Parking Management Given the large costs associated with building parking lots, developers have an incentive to reduce the demand for parking. Introducing flexible curb space, which are reserved spaces for passenger drop off and pick up, and shared parking will help improve the flow of cars going into and out of the building and more efficiently utilize the available spaces. Unbundling parking by separating the parking costs from the lease will force tenants to be more mindful of their parking needs and discourage the provision of free parking to employees. Exhibit 3 Carlsbad TDM Handbook 43 5.1 How to conduct a Worksite Analysis? Employers and property managers are encouraged to consult with the Carlsbad TA to prepare a worksite analysis using the Worksite Analysis template (Appendix C). The worksite analysis establishes baseline data such as what transportation options are currently facilitated on the site and what incentives or information is available for employees to try new commute options. 5.2 TDM Menu of Options Web Tool The TDM Menu of Options Web Tool presents a comprehensive list of TDM strategies by implementation type (infrastructure, mobility hub, marketing, etc.), travel option (bike, transit, shared mobility, etc.), pre-occupancy strategies, etc. Participants can filter this Menu of Options based on their unique preferences for their worksite. For example, participants may be looking for strategies that also satisfy LEED, Livable Streets, or Village-Barrio Parking Management Plan regulations. The Menu of Options also allows participants to filter possible strategies by relative cost to implement, level of effectiveness and mode of transportation. Section 5. Tools and Resources Exhibit 3 Carlsbad TDM Handbook 44 5.3 Case Studies from the San Diego Region ViaSat ViaSat is a global communications company, located in Carlsbad approximately four miles east of I-5. The multi- building campus accommodates approximately 2,500 of the almost 5,000 global employees. ViaSat offers employees a comprehensive commuter benefits package to attract and retain top talent. The TDM Plan Facilities Secure bicycle parking On-site employee bikeshare for inter-campus transportation On-site shower facilities On-site café and coffee shop Fitness center/wellness center Programs Periodic on-campus bike maintenance Wellness incentives Waze Carpool partnership The Rationale ViaSat’s campus has many on-site amenities to encourage employees to reduce off-site trips. These include a wellness center offering a range of health care services, fitness center with showers, café, coffee shop, and conference space. ViaSat also invests in programs that complement its facilities, such as employee bike share, a free fitness membership incentive, and support for biking to work and throughout the campus. 71% drive alone mode share Bronze iCommute Diamond Award winner Recognized three years running Innovations Biking benefit Waze Carpool partnership Employee bike share Testimonial “TDM supports the health of both our employees and the environment; it’s a win-win.” -Social Impact Team Figure 5-1 Campus Bikeshare Exhibit 3 .... , •. '~ - -~ .... - Carlsbad TDM Handbook 45 Thermo Fisher Scientific Thermo Fisher Scientific is the world leader in serving science, with revenues of more than $20 billion and approximately 70,000 employees globally. Approximately 2,000 employees work at Thermo Fisher’s Carlsbad facility. Thermo Fisher is a voluntary participant in the SANDAG regional TDM program, iCommute. In 2016, the company was recognized with a Platinum Diamond Award for its contributions to traffic mitigation, reduced emissions, and enhanced regional mobility. The TDM Plan Facilities Shower & lockers Priority carpool/vanpool parking Programs Enterprise vanpool subsidy Try Transit program Education Lunch & learn sessions Participation in Earth Day Fair Commuter intranet page Marketing & Outreach Earth Day and Bike to Work Day campaigns Promoting Annual Rideshare Month Commute Challenge The Rationale Thermo leverages its company-wide intranet and Yammer, a social media tool, to promote commuter benefits, boost visibility, facilitate online discussion and provide helpful resources. Marketing and outreach efforts also are a large component of the company’s commuter benefits program. In addition to posting educational and promotional information site-wide, Carlsbad site leadership actively promotes regional campaigns such as Earth Day, Bike to Work Day, and the annual Rideshare Month Commute Challenge in October (sponsored by iCommute). Thermo Fisher’s Carlsbad site also hosts lunch and learn events featuring Q&A sessions with SANDAG and other local service providers so that employees can become more familiar with their sustainable travel options. Many employees expressed interest in vanpool, carpool and riding transit. ThermoFisher also offers a vRide vanpool program with SANDAG subsidies to employees. 71% drive alone mode share Sustainable mode share rose by more than 15% between 2014 and 2016 Platinum iCommute Diamond Award winner Recognized for Program Excellence Innovations Commuter Specific Intranet Subsidized Vanpool Annual Rideshare Challenge Testimonial “Even though the train takes longer than driving, I can get work done or do other things since the train has WiFi.” Ivan Tesic, Program Manager Exhibit 3 • Carlsbad TDM Handbook 46 Common Grounds Common Grounds is a creative co-working space featuring a host of on-site amenities designed to provide members with more commute options. The Carlsbad Common Grounds campus is located on Embarcadero Lane, near the Poinsettia Station, with access to the COASTER and Amtrak. The TDM Plan Facilities Bike repair station Basic bike racks Showers & lockers On-site amenities (café) Programs Complimentary bike- & skateboard-share for members Complimentary bike tune-ups Complimentary COASTER passes Incentives for transit riders Marketing & Outreach COASTER highlight in videos and on website Transit information display in lobby TV Bike to Work Day pit stop with raffle prizes Other New tenant information packet The Rationale Common Grounds is an innovative and flexible work space that prioritizes amenities for its members and office tenants. The company distributed the iCommute survey and has introduced TDM strategies as benefits to their tenants. Nearly 60 percent of survey respondents indicated they would like to try transit, therefore the company initiated a rewards program that offered goodie bags to those who ride the COASTER to work. COASTER service is also advertised prominently on the Common Ground Carlsbad website. The company also hosted an exemplary 2017 Bike to Work Day pit stop with additional raffles for bicycle commuters. Figure 5-2 Complimentary Bikeshare for Common Grounds Members. 70% drive alone mode share 65% of survey respondents were willing to try an alternative mode Bronze iCommute Diamond Award winner Innovations Community bike share and tune-ups Transit goodie bags Testimonial “The biggest factor in getting people to bike to work is having as many amenities and services on site. Having a place for people to shower, change and store their workout clothes is huge. Providing services like dry cleaning, alleviates those errand runs that people need to make during the day.” Julia Deluca, Community Director Exhibit 3 ..... '9-:' ', - -, - Carlsbad TDM Handbook 47 Alexandria Real Estate Equities (ARE) Alexandria Real Estate Equities (ARE) manages a biotech and applied science research campus located in the highly congested Greater Golden Triangle area of San Diego, CA. The company recently established a TDM plan, which features a suite of services and facilities for both tenants and employees. The TDM Plan Facilities Priority carpool parking On-site amenities (fitness center & restaurant) Secure bicycle parking Shower facilities Shuttle Service Education Bike safety & maintenance classes Quarterly newsletter Marketing & Outreach Promotional events Bike to Work Day Campaign Commuter S.O.S. (Share our Solutions) Rideshare happy hours October rideshare challenge Other Quarterly TDM Ambassador Program The Rationale TDM initiatives have helped ARE to reduce their properties’ carbon footprint, showcase tenant relationships, and market their contemporary properties/services to prospective tenants. As part of a recently established TDM Plan, ARE offers tenants and employees a combination of facilities and amenities designed to reduce off-site trips, as well as programming and marketing to promote alternative travel choices. The TDM Ambassador Program features quarterly events, such as a Bike 101 seminar or a Rideshare Happy Hour. Each tenant’s ambassador is encouraged to invite their employees to participate. ARE’s newest building, Spectrum IV, was one of the first new commercial developments to comply with the city’s Climate Action aimed at encouraging employees to bike, walk, and ride transit to work. 80% drive alone mode share 75% of surveyed employees were willing to try an alternative mode Innovations TDM Ambassador Program for Tenants Quarterly Events Preferred Carpool Parking Shower Facilities Indoor Bike Lockers Mobile Dry Cleaners Mobile Salon Highlight "We need to offset some of the impact that comes from traffic, which is simply our tenant employees getting to and from work." Jason Moorhead, Vice President 1 1 Bowen, A. (2017, March 2). How can private industry help with San Diego’s mobility goals? KPBS. Retrieved from http://www.kpbs.org/news/2017/mar/02/private-industry-san-diego-mobility-goals-climate/ Exhibit 3 • Carlsbad TDM Handbook A-1 Key terms Term Definition Alternative Mode Share Any non-single occupancy vehicle uses such as working from home, carpooling, taking transit, walking and biking. Alternative Mode Share Goal The city’s Climate Action Plan establishes the goal of achieving an additional 10 percent alternative mode use, for an overall 32 percent alternative mode use, by workers employed in Carlsbad by 2035. To meet this goal, new non-residential projects subject to the TDM ordinance are required to achieve a 40 percent alternative mode share and existing non-residential developments must meet a 30 percent alternative mode share. Bikeshare A shared mobility service that offers convenient, on-demand access to bikes for short-term use. This is an important first/last mile option as it connects commuters to and from a transit station. Build-to-Spec A building that is a speculative venture for the builder. The developer has the intention of selling at a profit or leasing the building but has not identified the buyer/lessee. Build-to-Suit A commercial building in which the developer specifically builds to meet the design and physical specifications of the tenant. California Environmental Quality Act (CEQA) A state of California statute that requires local agencies to identify significant environmental impacts of their actions and avoid or mitigate those impacts, if feasible. Carpool An arrangement between a group of (2-5) people who live and work near each other to commute to work together in a single vehicle. Dynamic ridesharing services match drivers with passengers who are traveling in the same direction. Carshare A shared mobility service that provides vehicles for rent to members for short periods of time. It is typically provided by an employer or property manager as an amenity for employees who typically do not have access to a car. Glossary of Terms Exhibit 3 A Carlsbad TDM Handbook A-2 Climate Action Plan The Climate Action Plan (CAP) is designed to reduce Carlsbad’s greenhouse gas (GHG) emissions and streamline environmental review of future development projects in the city Commuter Survey A paper or electronic survey that includes questions about commuter behavior, preferences, modifications and barriers to establish and monitor mode share at a work site. Conditions of Approval Conditions of approval are requirements that need to be met to receive approval on a discretionary project. Development Construction, re-construction, re-model or alteration of the size of any building structure, or area of occupancy, requiring a development permit; any grading activities requiring a development permit; change in the density or intensity of use of land requiring a development permit. New Development Construction of a new building structure on vacant land or to replace demolished/razed property. Development Permit Any permit approval or entitlement issued pursuant to Title 11, 15, 18, 20 or 21 of the City of Carlsbad Municipal Code. Employee Transportation Coordinator (ETC) An ETC is the primary contact for employees as it relates to transportation-related programs and services, such as transit options, available rideshare and active transportation amenities, and commuter programs and events. ETCs are responsible for preparing and implementing the TDM Plan as agreed upon by the business and city. Employee Trips The number of average daily trips made by employees to their designated worksite within Carlsbad. First/Last Mile First/last mile refers to the first and last connections to and from a transit stop or station and is typically by walking, biking, or riding a bus to a rail station. Transit riders may face problems with making the first and last legs of their transit trip if there are inadequate bus service coverage or unsafe road conditions for biking or walking. Flexible Curb Space Curb space designated for transit, shared mobility, and passenger loading. Restrictions on types of uses during certain times of day help balance street demand as they change throughout the day. Good Faith Effort (GFE) A business that does not meet its mode share target may still comply with the TDM Ordinance by demonstrating a good faith effort by submitting all the required documents (i.e., Developer Checklist and TDM Plan) and consulting with the Carlsbad TA to develop a robust TDM Plan at their worksite. Exhibit 3 Carlsbad TDM Handbook A-3 Greenhouse Gas (GHG) Gases that trap heat in the atmosphere. Principal GHGs include carbon dioxide (CO2), methane (CH4), nitrous oxide (N2O), ozone (O3), and water vapor (H2O). High Occupancy Vehicle (HOV) A HOV vehicle is one carrying more than one passenger, such as buses, carpools and vanpools. Providing dedicated priority parking for HOV vehicles promotes ridesharing and reduces the number of vehicles arriving to the worksite. Infrastructure TDM Improvements TDM strategies that are incorporated into the facility(ies) and or and site design. Mobility Hub Mobility hubs are places of connectivity where different modes of travel – walking, biking, transit, and shared mobility – converge and where there is a concentration of employment, housing, shopping, and/or recreation. They provide an integrated suite of mobility services, amenities, and technologies to bridge the distance between high-frequency transit and an individual’s origin or destination. Mode Share Mode share refers to the percentage of individuals who use different travel modes (drive-alone, carpool, vanpool, transit, etc.) to commute to a work site during AM and PM peaks. Mode share may also refer to the percentage of individuals who drive alone to work. For example, if your mode share is 75%, that means that 75% of people drive to work alone. Mode Share Target The mode share target is a goal established by the city for work sites. A target mode share of 40% means that 40% of individuals drive alone to work during AM and PM peak periods. The remining 60% of individuals use alternative travel modes (e.g., vanpool, carpool, biking) to commute to work. Multimodal Multimodal refers to multiple modes or ways of travel, such as walking, biking, riding transit or carpooling. Typically, multimodal is used in reference to street design or commuter benefits programs, designed to encourage people to use alternatives to the most common mode of travel, driving alone. Non-Infrastructure Improvements TDM strategies such as policies, programs and partnerships that are implemented once the development is occupied. Non-Residential Development Non-residential or commercial development includes the following land uses: industrial, retail, hotel, office, manufacturing, and mixed-used. Exhibit 3 Carlsbad TDM Handbook A-4 Ridematching Ridematching is a service that connects drivers and riders who live and work nearby to reduce the number of SOV trips. It may be administered by the employer, a TMA/TMO, the Carlsbad TA, or a regional TDM service provider. Rideshare Any non-SOV trip including: carpool, vanpool, or public transit. Shared Parking Shared parking is a situation in which two or more complementary land uses share a set of parking spaces. This can be due to different peak demands, such as morning versus evening or weekday versus weekend. For example, an office complex and restaurant may have complementary uses the restaurant experiences peak patronage in the evening, when employees are off and are heading home. Single Occupancy Vehicle (SOV) trips Trips in which a vehicle is occupied by single occupant, the driver, without any passengers. SOV trips can be used interchangeably with drive-alone or solo driving trips. This form of commute is inefficient and contributes to air emissions and traffic congestion and should be discouraged. TDM Menu of Options A list of TDM strategies that may be implemented at a work site. TDM Plan Strategies and investments to reduce SOV mode share tailored to a specific work-site, including facilities improvements, programs, incentives/disincentives, education, marketing, and outreach. Transportation Demand Management (TDM) A Transportation Demand Management, or TDM, program is a set of policies, economic, programmatic, and other measures that seeks to reduce vehicle miles traveled, traffic congestion, and parking demand, to gain resulting environmental, conservation, and sustainability benefits. TDM programs include measures that work to reduce single occupancy vehicle (SOV) trips, increase vehicle occupancy, and shift travel to other modes or to non-peak travel periods. This is achieved through employer actions, financial incentives, alternative work arrangements, or local infrastructure and land use policy that constrains parking supply, densifies uses, and provides a convenient suite of transportation options including walking, bicycling, transit, and rideshare. Transportation Administrator (TA) The Carlsbad Transportation Administrator (Carlsbad TA) assists project applicant and businesses in meeting the mandatory and suggested requirements of the TDM Ordinance and voluntary TDM Business Program. The Carlsbad TA is available for consultation prior to and during the compliance process, including help with worksite analyses, preparing TDM Plans, conducting commute surveys, and implementing successful TDM programs to meet mode share targets. Exhibit 3 Carlsbad TDM Handbook A-5 Transportation Coordinator (TC) An individual whose responsibility is to provide information and commute/transportation/option consulting to various constituents. They are typically employed by property managers and/or employers and are the point of contact for the TDM program. Transportation Demand Management (TDM) Strategies, policies, and programs that reduce demand on roadway infrastructure by reducing single-occupancy vehicle trips. Transportation Demand Management (TDM) Ordinance City of Carlsbad ordinance that fulfills measure K-2 of the Climate Action Plan to reduce single-occupancy vehicle trips and increase alternative mode share among Carlsbad workers to meet 2035 GHG reduction targets. Non-residential development projects where employees produce a minimum of 110 average daily trips (ADT) are subject to the ordinance and must submit a TDM plan. Vanpool Vanpools are a form of rideshare in which five or more individuals commute to work using a single vehicle. The vehicle may be owned by the individuals or leased from an employer or third-party vendor. Exhibit 3 Carlsbad TDM Handbook B-1 Employer TDM Menu of Options Exhibit 3 B Carlsbad TDM Handbook B-2 Exhibit 3 P-Cityof Carlsbad C al i f o r nia Carlsbad TDM Menu of Options sttti!i,gies tor lheir woe ·1es. The TDM M,eriu ar Op(i0f19 inclodes ~lll)·o._oeill'letelv so .in~e :s1rat,igi 1hat e eour~ i,ec,ple to use al:omaw.e modes af1r.1mspNt.rtiun and ,,.duce cn,,c-a,kim, vip!.. TDM pcaictia,s en,rir bwani,z"" ,ard 1hcir ""I ayi,_es in m.11111' w-;s,r.:., Sl.11:11 ~ ~~ ~ ,1.-or!< wr.,~s,. llnt;lf'll\' d mDlf;i , b twr pr<1d~"'lV ;ir,d ,;c,mrn~ :;ifl'Ql'dib ily, iffi<lf)!J qth,Jlli, Each i>Hhe stnitegie~ in u.., TDM Menu of Op · n$ i~ i dt,;(,t!d b'i' ~!itl' ,:Ype, ,r11n$1>11rmo-ni<Jde•, poic,,,'progr~m. !;J..:!!ilraptv,,, cDST, ;ond cffi,aivts,i,si;_ ~Kplt"C 11,c crrtirc Ii,,:· of m;imgic,; or foa.Js e<n ~• e.>tcqories that matti,_r most ta you k>y using the filters. T1"" ll'llill'IY lnci _s B bri 'dQ~,;;rlpt,or1 c' :ieh ra:"0!J'f, ,,,lti-.real-11,orid e•Bn>l)hi!~ .ir.d llnl<i t-:J it~ pollr;y g 't~~ 11.+)o ;il)lll1~ Pl"""" cnl\'l:!d lhe· Cads!bad Tn,nsp..-,a.lion Admini51nlar for help crea.lin9 yoor TDM plan. Strategy 0 Edll!C.i!ti0n □Irie 11th• Ol'ttr-il.t111 . □r-fa g D foi:ii,vHub O ?arkin.q o ~-0<:c,.Jp•ncy Q T,;c~ Olo\11' Modes D fr.)'C □carpool □ Sli:n,ci ob 1y □li nsil □Vtiniµool □Wel~Jni, Polioles/Programs C CAL,Grr.on C Climota Aain, P,a,11 r li:"D Ceni'icatian r Parki11q '-1 c,monl Plan L SM. /l.G iC-<1n11t1<.rte s r .. t Grt1wtr Geography Cost □ f.ee liC-0 ml.M) □Lo,,, OME<llum D h Eff-e.ctiveness □Lo.w □ ◄odium □ .... h Carlsbad TDM Handbook B-3 Exhibit 3 Showing All out of 47 Strategy N'ew.slett:ers &. 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"'1fl'\P,ll'mtlf1~ry ~~ swi ,s-ere, tio.>k a(' w•.ieait. ,, ;r.;Jette .md soda/ mt:di;,, c.:,mp.ii'}J>, New Etrlp/(;1}'111,' /'1,1\:vni_.l\'Clll P.;;r;l!;,ge. ;i~r 11rvtr. fls,c~ss,;;9. Carlsbad TDM Handbook B-4 Exhibit 3 Un'bundlei:I P rklng Perlc:ing C:a Out R al-TiMC Sttar d Parlc:ingr ,ati !l P M 0<5-1.il rr«n I dS•B l)fil/,s te N.11 le tiilil.y to dto.,.,. bo nDI. ID own "'car c,-to own fewer = bv ap • ll o p,;,rl:ing •p•= This otrat•gv n-s:t n perking i~ maneg d . Co,;t:l.,:,w Offer -O\'•C!'S ro en, provider:l fff'I! i,arkin~ 11',;, oi; n to li1l<e l cash value of lt,i, """'°" in of l c, .5Da>oe itself. C•llf<1rn•~ it•t .-qulro~ ~in<1mplq w+io (ll'OVlcl• 5U l:i 9 spaae. C Low Cl· ,-· g f • ol,:, . . . . drivir,g eds et parking ~ 111 ~ !1000 pl'Ogr JI!~. Ii C Lov-• Provide r=l-time infurma'.iD"l on p;,ric' g ;ovailability t!J l,clp un ~ m@ I ta~ to f d parl<1ng w 11 n111 to dis l<! parkil'lj,I "crMS difh!r,;r faociliti•~- Cm.t Hig Maocim~ t~ ,_ Df p, sharlfl!J ~ og ,,,1 · d Cm.t Low urn g •pocas at diffi,r,ant u,,c,; of d,v y slr>eBs s ,,..It d11'fflr,@nt 1M' ~ parlsing SANO'AG ?mart Cimwm Qe:sf:10 ~ !1.5.l Ultbwtd,WJ Pai Costs a•d ~Ii-Out Progmlns Tllis str,H 9V CMt be /m;rle,'t?iflffl!O at devero,:,-rrelT!/lwart mo ir r:1,,1,iwrctiOil W,'l'/, atn<~ rnmp!cmr.nr.ry rtratc-g,'c.< 94i,n .is p rl:/rt!J prk./fog, , ® /1.ir ~ tr.;Mit/v,,tip,:,oJ $uMidy, 4sq,., ..... ,~~ ~ .. ~ Stittr•rsseff9221 :idNO·AG Smarr G:m:wtb Qeskia. ~-:9.5.l UJ'rlm.t'/do""'1P<lr1'· Co.stt ;,11d o,"1,-G.,st Pragr;,m:; war ~J]e, it Olllir'llllctit:v'I with otl'>u c,:,mp•emMt.l,Y :;Jr.>tt;g,'B sr,dr aes: fc;J - r,m l'fdvt;,'lnfti"!'l.ll>C{l,,Pi!,~m'l•""'1' ft. g. trat1s,,1A-a,ipcor ~,;.i, ·ttv. l'\dt> unbund'eo! p.uking. 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Qc11'mi. ~9 3 OemillfdMa,,~111 r,dJJt<,.fav,'~.s AAIYCMt€ B:seterrn~ l::tebllffv Hub ~ 4, Mor.:in;;: d S Amcr.i.'i.-s.· Sm".rt Prlo'f1R dosr, I""""-'..,; I\:! ;t r,;tn'5l't·static;i ,.,, stop"' caJ>,Yirn:f,'<m wi1h orl,<>r <Xi~ mMf<li"t Wiff!f;,~J SI/di 5 fW· tir,t,. r,-.,~ ir,fc,r,t,atiim, W\!"ffe1~'1".<,1; prtrll & n'de, p;,/d,p,,nr,irtcd r,,.,,.kmg. anethr s/lii(f!Q f)i!T/11/1'.J 5,AN'll4G ,,if.Ii~• @'j!,wlli ,pttfat! ~ 9.5.2 Sh.:m!<1 P,Nlwrq n,,'s ~tri!tcl;,VC-.lY1 ln~~~r.1 de /t,\Cl'lt....WW01" s,l il'l 001'!.i!Nh:'tiOil w,ih'J .,,1,.,.. compJ,,.mor,t'.a.ry :mmcqfcs Carlsbad TDM Handbook B-5 Exhibit 3 Guaranteed Ride Mome ,[GRHI Carpo,ol/ Vanp,0()1 - ForrnaHon Assistam:.'e Per.;:oriali121ed Commut,c AS!Sistan4a! S'-'dl as o,,-sit.-"rn.;," ~-. re.w-tm>f ,,,,,_,ki,"g d=111rd m-.w,;,g-emenr, <:Mm,,,,,. ~ ,=ldng ,:;,.<,h out r-.d Tllis sir.it 91' c.w, lie ~llh/d ~t Cmt: Lcrw Offer GRH seN s to dlviooa,s 'MlO ll'Se .alt matt,, mode5 ID e<1mmu!e to work. 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C'CUflll'lim'r~~ ~,,m, ~• r,ni--t corn11 t r btvtt'6t>:. Thi, ,;,t,-,ite.1w aM bi!' lm/,,"-ntt!d t" dcm<>p1']1""1~ .• itc in """1,[L'lldi"'1 With l>tfle< romp,"'"" nrary ~•• s;,rh ;i,t f14 tr.flf'_j\flNi!(lpD<)f ~,;lmifv, G,r..,-~,i R/dr, ~"'"· commurr.r r~rifJn p(f}g,!",IJI'\ .inM;ir f}.m-t;,i,; ('(IJ'tlJ'ilLl[t'r Mrl('flf Carlsbad TDM Handbook B-6 Exhibit 3 Emplc,ye1!1 Transport:atiion Coordinator (ETC) I Fix cl Ro l & On-Dem.and Service On-Site On-Site Btke.s!hare On-Sit Cal"Shar,e "F"'e S.,rv:ioe P,.,,_,jded by :SANDAG iC<>mmlrt<!,. iC<1mmuto .,,11i pro•A 11!1'1911 of~,· I Q1!-!l1J115 QI" i l;Ol'l1llll,!\ r's tr fld lh• Ilene it$ e9sooared tt, e,te d'iOoOII. Ttli9 will h•IP t e rommu -ta m::dce an irdClllT".ied ll'.l?d!;ion abD'IJ'"! their ~ . [ [a.,lsbad Vil go/BarriD )( Edua,tian] [ Offi°' Park) [ ~NDAG iCcmmute J CJ>(-i-'!1"1• · ;i l<ty 1)1)!'1.0n • ~ war~•tt"' t,;, i!(;t ;5 ti" 111• 11 peillt 1>1' contact !U n!] eOO!r'l'ollter tim lit$ af'ld to ~roroooo lrip l'Odudio,n prc,qra: 0 Low Effl!diirt,rn,55, 1-'i\!li ( [3it:!b3d Vil !je;i38rrio )( Eduei!liCln) ( Clin'l:!k Ac'li0 Pl8n) [ Offio, Park) Provide r<?1> ar diw:iun,l'c,:Hi><Cd l"D c <Jr o dem d shuttle 5 le S r 1,1')\J, S t;tle ~ B COIJld Siail>III d,:m;,nd or d!Jrin atf,pe aun, !D 'lr.>MpDrt emplD-'f<'e• D 118 S t;t se~ rrtav ll'O•ld d for re ar at a 1,educ-ed ca,t t<1 e oye~'1ieNnn wno t!ik.c ~.,Ii.,., modoes aftr.ir.s;i,ort:Jlioo ta work. Efl'edwcrn,oo: 1-i!Jh [ Ofiio:.o, Park)( lnnstrucruri, )[ LEED Corlific<1tian) [ S r,,d bility )( Tran,it )( MD i'iV Hub) Prmndo ;a f!<:Ct of · c bicvi:I•• or motori.ocd _.c<1at,mdor use for Free or a a, fl. ~ ...__-::,_--=-..--=-..-_-_-~_., P~) •Hub) Provide .> fleet of shared bicycler. f.,-cmp/<J\'-C.C us<> for fr,,e er iti r11d1 c Cox Hig ~( Carn;b;id Villag(\IS;irr n Pl , ) ~ __ ':_-_-_-_-_-______ ...., ( Offi Par!< )(l~'IJ\lctv~ )[ Sh~r«! Mo [ Mobility H1.: Pr,n,ido ;a car,h;or<> oHDI" cmp/C'\'= who ~ alt'Ol'T'la Ml modes to ll{()rl( r« us~ dw!ll"l!.I t day, Co o r g It ror n,,i itr.r gv "'" b . lfflp,._~ .. r., <l'eVc~Uw<,1'1; Srl ifl Cl!fli,J,ttdiiM wi.tJ:i ,.11,.,,-ei:,mpkmOf'll.uy :sir.Jtcqrc.!' s.idi ;,• p,,..on1o.\•z,rd ""'1Jmtrt <19 ~ldllc:'e. C. 1';1:,\1) (lfJ,00/ ,id=,,r,..--1,">!1 RrWC<', G<J1rrMd'Md Rid!! ,,,.,,.,_ .ir>.!/,braunn,utor r«:oa,oitian ~ ~,",'PDcS. opt..:,,i 2 SAN'llAG 6'"'W"fli Mghilirv .!::1i!9. ..2.!::iw:'i!JC-' 4. M<>fD1u.1'd 5.,.,....;;,,., A..,..,,.,. 'cs: M.'cr0¥"fl"ir TlriHt> 11!9)1 ,:;,,,, lie .i'T>il!tf\'"'1! tl'<I' .!!U1 tkllf!./r,pmr,rt/w<J.rk.sit,:, 1bu1!ed wilhin p.~ to,,. f,r.>n$· $t,1:!iM ,;,r $flJP in <'<J!Wll'lctklri w,i'll oilllef romp mMt .l>lr'.71<'i7''<•s ss"cl cti,~:,.,..,,rtg~• lo.tdinfJ a,rb, ~ <llirll sp.acc, p,>!k & ridr., a ,'--r1ffle u;. ·/ r\'1(.,""'1 ',;,,it SAIYQ.d/Ci RwWna~ !:teb«w~ ~ 4 Moton;mi E'l'W,( A,r,,,,mtit!.!c.' Eil!rtric B.'a & Srocoir.,.t,~.t,•., This •tr.t 9V ,;...,, b<1 {{r/(1•~ .at;, .:lei' /,:,,ri,'IJM¼,,,:l\"I; s,l /oc.,;U d ..,_lll'lit'! do•" 1!!1'1>X.i.,,,ly ro " ~i· ,r.ati,m "' stop,.,, .-all)iimctia,, with oth.,,.. "-''IIP l'f!Mrat"1 str.n@~i ,SJK/1 li'cS' bite ,-1,rJ,w,rt:s, i,"'1,,,,rrim w,r//r!,,,ry ,i,r,prow,mMt,;, .an<l,t,r ,;;INHirii2,cd l:l&esi!!Ne rrr.,,..,t,r.,sh•p. SANQACz BWPA?~ l:tebtttrv: Hub ~ 3 fJv.e -"tti,.,.,,~•s· 8,'l!e ;;nJ This-rtr.at.e.Jly can b-e ;VJ'iit-i\~vrl"L'.r. !'t!!d .lt a dcwm'~nt/wark .sm, lor:.ated r,tdtfo'n 11:/Qs pm,,Nl'/lty r.:, o. ffirllsrY: srar>ct'! or !ilc,p ,vi coNw, cM:m wfrl, c,r/,~ a,mpiemMtli"f .,.~a,~ s11d1 a,; ll,'tt f};Jtt,•.v;;y~. ;fl,i~ bi'ii .SfliK J.iiJiI}.: ~'Pf)dJ, aprHJr, 3 Carlsbad TDM Handbook B-7 Exhibit 3 Raffle Contests Free !Bicycle lliune-\lps F 81 Sa:tety Incentives retor&t<> ,educ 00 t to U W0 . des 10 SA""AA'i" .,,rt,ji,1 wvw•11 Prn!ll!. ~ 9.~4 Vei,fcie.-lhot Recf,xi, D,,monr.i Olll'lli'lli.itll :TllMl~ rnlldes 11'1' gs for prizes. Dr•winiµ " d r,d fn,q ' Cllflti ll'U5 s· U!II .. F.-.,e S.,r....,., Pro¥ided by SANDAG iGomm,rt,e<+ iC..,mrnuk afft;:r,; " sc,:;i;o ,r.,c[,. mc.ntht,,· pruoC swe st•~ far ernpl,,.,..,es ,.,,ho tr,, I> g, ca,pooll ,11 oillinu l<i w [ Offi Part:)( lnt·•rrtr"" )~( SANOAG IC.OrnmL"t<l) 0\11de ,o to ffilflii)\/eeS ,,,ho d lh•ir bi~"" to work. Pl, or biki, mDJ> ta pr"'"d" fn,., nc ups 011 " rcgui;ar b;isis fur I'! toen g, Prm.,ide bik°' s;ofcty or, au:ch a.s " ;,ct,; • biia, ts;, t<J 1msw ~ c:ommltoo t.o tr.w. '1!:l by b, , ec..t:~•diuni s;AN'fMu R;.,ftloo/ y,M,r,•trti:!!!!i ~Y-' ,t Maro.rized :S'=c,cs Am,,,,. /i;C;w~l,;,,i; i11io ~•Stl!gy c.t,t /J1! ,Y!lff1~•MJI!~ ,jr ,a mT.1'apmrnt/wo.d, Sl'tc ,'or:;otr.d ,,,itfa'r, c/Qsr. prQJt/ffl#lf I'll ;, lr.Nrn't ~t.f.l,.;t> or , c,p ,'Ii rol'i,~ wlr/1 of.',er a,mp em,,,.,t:lf'/ sln1tr1J,',,"" such "" ,Jo,J.v;;,tr,I ~ .... p.;,rldng, ~;,., d/ro:tunt;,, blkmc!Jotet si!Ne, oo;:;,, mbsitlin,d ar!Jlr;,,.,,, mi!< bersf,jp. flli5 st ,H<!!JV c'ltlt b!! ~'IH!;,too at a dt•l!'l!/r,pmrnl/AwJri,:.sit.e ii' coo,iwrcti"'1 wilh olhcr c,,mp,"1,r,a,,r .. ry nr•t~••u; s,.ct, s 5 M ·; P~ o&~Mt .'AAlNf.', b,'/re!SlriNr. m,,,.,,1,,,,.,.1,.ip. ,,;~ bilu, lw>e ·"JL' onaibr orh,... bilcr s.;imty .md m.;,umv, cl.s~s This ~Ui~ !JV CM Of/~ ,e(J at dt,ireir,p,rr., .~.rk ,me ir, =1.iwrctii,,1 wnh '11'1,c,. camp,"'"1i,nr.iry rtrotcgics ~r.11 S 5 1.,,,.-J!,W/t){lg ~.(N')t,er !tMrr, b,'/tdll1>.<e ,t,l!l'ltbl:'l'!l' ip. fi'tt b,'IN, s.ifc,ty /nan~ .i~r """1c,-tukc 5,-.1 ty ;,ri,1 IJ"li!•'f>f,er;,..r,i()I! class , Tlti:. str.itcgJ,' C,M be ,mp,•~ .;it., ,dc,'~...t,;yt,11i\llt/""C1 . <,t. 1/1 C""1J »Jdl<M 1W '/i l)li'll!I" ~ft1p.~i'flfi"~)I l\l~' i sum ,os tt'lrnrc boo, ,r.,,kmg. b.\te,l.c;,,,:,11,r S/lilfl\ ,t.,~\lo/'11 rr,,;-mbr-,,;/,\l', tr,,, />II/$ II.I! ~ .,.,~, or11 .. IJ,I;'~ s.tf,l!ty .t,1'1 IT'Mlll'?!r,r.711ce cklllr:!i. Carlsbad TDM Handbook B-8 Exhibit 3 Fim~ Mcrnbel'Slhlp Bfk:e.s!hare Membership, Flex-Work Rd har Prom(Jtion & Discounts ?rovido ,ui> "diad or cocnplimL'fiturv fitr,o.s momb0<,hi1> b:J a, noattv,, g~·m for ompl~••s or ionai,1;$. '" r ring with a local ',lm\,\,'(J d . "" m~IO')le sit "~" tO'N()r~ OU b ·~!II" afla,r lheir wllri< dil)' and rem.,...• u,., l'leod r· a !xt:r~ lrip t<i ho gvm. thdlum Effecti...,noss: Lew [ Office Park)[ lnc,,rrti..,) rch.i;o l;uk sharo ::an II!' •d as 11 !lratJ E o.ciivono,.: rlum ••F,eo ~rvJcit, P\r<Wlllca by $.ANClAG iCo!Nl'llt<!'' 1CQIT!mut -~n 9 d n~:.'" d t -~11'1 1fo Si: proc:e•• .tarted. C P.,rl< ]( In.:-..-:th.~ J ~-----~' SA~DA.G iCommuU!) ,_,,....,a::,; .s.\Jch a• Wa'Z:c Carpool and;'or 011 r1d~5he~ prog,,ilffi or ~llc;i, Oll1 , 51.-0J C<>s.t l-'<?dium This' st.r.Jtc41v col'll bf! ~'T'i;;,'c.me_r·,rcd .:.,r a dm,,:1'a,p,n.,.ni,\w,rt ,;/t,i In ""']J\.o.sdl·M ...'IM l)tfl,;~ roitl,M'Jt n!lll'l/ , e!l !Wtt, a~ CMf"l,,'/ri,/;;a,t:,!r, s.11..,..., b.'ki,.it.:,..., mcmbe31>'~ .i,,dtir ""'"' <J<J•ffl"C' ,.ir,r.fll!\1% l'/11'< sn.tcg;, c..,., ~ lfr,p«:rriG/'ltc:d l;y-' del',k,pw; P~Y•11ar, -,;-or <mip,'ovrr,vi ~ w,'fh 1>!'/11,,- c:.(lmp om"'1t.:in, ,;.fr;,t,,g,~ sltdi ;;,; <Jr>• s e 1,,//<es/lim! /iolet /;Ii.I, f,t,:,o',~s, i'lli.i• .s>,.,_,., rd/',,;~,;. .s:AN'Ql<l!lii R...,iQ,ml rri,e:W4ly:li PrmcnaP»tlsm ewt.ct Ti~,s SMi!t 9V ~"In~ .;it.Iii "'°'" Sil-I! in i:o.-11'1;11dia,'1 w.iih olJ,,er comp<omc,ar.11y str.,tcgi,,s s_ud, "" pre, Ti.I[ ,PmllWtE< ll('fl t9. rr,;,.!1 ,'1:/r-.,ri,,or;,I sub!,lrl,';,s, !Mn 0,,-ilfrn,!er r"ect)Jl'llil.iim MNPA<a B:GPien?~ !tehWIY Hd ~ 4 Mvwnz6d S s A ,.,.,.,;r,b\· Oh-Dl!l'l!Mtl' R..,J;,sha;,, This str.itc9;, c,m be ,mp,'""""7H!d ;,f .a ,..-01'\ <of<! /r, 001')/L.\'IG'tlq{J VII ror1,;:,lemt'flt.lrf Jctf'.,tt'g,'(,,; !iud, "" lfcx..itJk G!tf'b :sp~~, smc;,.rt S!J'F.Cla-rti't'I! sy <¼t,;rn\11 Rid H<,,r, , ~ <',,_r,hi)w&.;roU,r Sl'l.!it<!.. Carlsbad TDM Handbook B-9 Exhibit 3 \fanp,om Subsidy F , "Try Transit" Passes. "-fff.c ~~ p~,,,,..d~d bySANOAG i,(°"""'lft<> ~ Thot $: ,Afj 1,/'1,fll'.IOOI F' ()• l)l'OYld•S a 51ltl l(fy oi I) t $400 per rnon111 u, "~""°I the vehidl! le-c~. Emplovt,os rila•,' b<! giblo .,. !!hl1'lion vanpo tiva from 1t1Rir <:irl!la;c,r. 'DAG iC.ot11mutto) [ Vsnl)clol) Prc,-.,ide f«,i,, limiled-uoe ,,_, far first-lim,. nsit c.ommu. • on • loyet bel'li!fit fDli,-,,rn tli.st Fovic,,,; ay,,o,s ·.wit, " JO-Day Pas he, many , orTrllll<,y-go n 112. n Ofa l!li!FJM ~rv. ~@d iTY' $!:NPeG ICamm,ne HTS & ~ .. C"litdi L't! wl iGcnvnut" to crgoni.et; tllll!iit events ta le': ID)'e"5 ""perier,ce g transit ta and from \NOii; Go:st Ftc.., Gamniu~I P'ubliciz,, U.. a...,, abiity a• subsidi,•d lrnnoit pa,,.su bu avi,,,.i; a . coordinate with .l::,ll;Jl.!. .and ./:illi. fo.-a,rpara'. di rm, Co.st 1-'edium r11,s s !Jll'Ca,!l ~ w.;,t-& ...,,,;; site in ro,1iundian w,"th otlH,.r campl mMra,y sJr.rt•~ """"' .,.. f!iNltYt!J lH.•ut fr r,y t,: ns,t pas .s, !ndfrN ~,,,-,r1r,11c,r J\l!COl,-vliliar1 ,l)roQnlm. This-str.otogv c.t11 t,., =•'~/YJ .>r .a wa ,;,'l'l) ,..,, (..ot]/1N1rooo IMffi ~r ct1"\pl'er11 t ~ smm,g,';,s su,.'fl f:N»'kkiQ ..,.,..~...,.,~ tr,,,,. t.ry lr.rru,Jl p,,s,;es. .amthraimm Jf,u mco;111irum pmgr.,m, This str.:it•QV ca., 1:,., =•'""""n!/YJ .:,1 .a dfml(~WQ <1~ ,'n Cif1(1_j,m,;t/("J(l wi ti ot/ll!f COJ!1PJ<>'flllfllJ!!y teg,·es =d, "" parlr.'rw c.,sh•,w!, lrR rry tJ.msir P"-<SM.. .in~ com,m..-t<r rr><:091f,'lii·..,, ~·- Carlsbad TDM Handbook B-10 Exhibit 3 Pro-T-a:,c; Commu,teir Bel'lefits OtherOn- Slt Amenitie:s Dedica,tecl Allow amp cornrnu C11!5itl.aw ti ~"411'1 •1: h E)(B(.._ __ .i_r_,,k]~( rarist] [ V.mpool )( Welk g J 10\!id• opoc" for o,;-,; · se, 'lieM ~eh ii~ t'.ofrM. lo tad, r, ~ dry d,c,arrcr., ti.:iv =.de.ta rteduo,, t~,e r,urnb ol · I'" h..-v m~~@ In~ d,!lp' [ PN!•Ooc P""C'f] Priority D~ C rpooW npool ho pa i , ;;pa fOr CBrpuOIS •n~r or. tJ.JOOI;; n• - .uloy•" or,1ranae of th.c, buildir.g. Parl!;inlill Riek _,._.. c~ Low Thi,; str .. 10911 Clh'l t,., ;.,-,p,'c."""1>Jl!d l>t" M110 iro ,,, 00!'1JU/1ctl1Y1 wiVl ott,,,,r <"o!'t,Pl•l'll flt '/ S.Cfdf<' •. ~ b , F"·'"-'"'J ars.~....,,..~ fr;ma,t/1,;Jnpor,I -•~ """'6br<=<>mmurul1!cogrut.'<ln ~{0!1{~ MNfl'41> i'?"'"f,;ma/ ½b/,','rv...tfldl ~le' 5. S11(1fJo.rt 51!f'.!ias & A...,,., ·~.-¾~ nv,;,y •no .~bi.<.e Reu,» Se,l(rc:;;s This m.itesw c;m be impl""""17tt!d "t" Jl\71'o,!ll'll('~rl,-~,t I ".;Jterjw,tt,,'r, <1<:!S pro,,.'nti r,; It l't-,wtlit Sti!til'!rl O.• stop"" con,'uncfion with atl,.,.- ('0!11PI !1l"flt "i r.>t<'~ I/Cl, ;,-,; t:8,h,,kd ~.., ;;.•;a,., il"'1 Sfrl>fNI p rki,1f1, "'1.:t-'Jr 9i,m ~!llt,'o. .'iAN'li'AG Rog/,,""/ M.lbll(tv..1:M! ~Jill!"-' 4. Morv,, ~ S'~•• ~es: C:t~ This stnt !,IV c•a,1t be A~l!ted at develoj:;mrm:m,:,.rk ~it• lrm,i-ea' wiihm o'a!ac r,roxm,it,1 r,, ., l'r.7.s.nt .,,t.,tiofl o.r s.k\ll 111 ro.r/J',, , " Wit/I 1.>fllow c,:.,ir,p <ml!ni<1,Y o,Jt,H<'gtt'-" .>-•-ell u a - site='>.,...., Ike~ n·ci,s1:,.m: ~=rs, . ketC'l'!iNW ~it,~ .;tfl~ t,.•/i,e$((! fDl'tt1bl'r.S: ' 111~ 5li l<RV citit /jf! 1,-~ff,,·!'>!l' 'rd 11C oil <k='r,pmt,.~t/work s,'t.,. /or:.,ted ... ,-t~,,, ® prp,,~ '«' i rrm...it !iitirnifl or ~ro;; , cu~t'<J wrm crt. com.o emmfory s-!r.>N"g,'i,,: s!id1 os ,;,;,.r/h.•k.r/s~ ,;h,,,~ .,1;..,..,_ p;,.rltmg. e<Jflll'l'llJ[.,r "~1t/,on p/0!} l ril!fl<,~ ~w p;Hf<.m!; cli!ilt ,:;11-1. Carlsbad TDM Handbook B-11 Exhibit 3 Flexible P ssenger Loading Curb Space Transit lnfrastr~ re Additions/ Improvements [ CALGr ][ C.rpool )( Offico, ?o1rk ]( lrfras.'tn..!:luro] ,._ ___ b_i_litv__,)( Vanpnol )( P.arkir,g) ( Pm-0<.cupar,r~) p-oN, ll'il'Judlrig m-.td • L-,ft]. g tran5lt1' 11 s, sn 1, ,.;gl'Ililll•, lill!IT. ilijJ, "Lit. ta .. ,n11ne<! !be.,..,.,· ,,o, l'ar Ir w., '!ing fart .,-ir.msit coonecl:il?'l. ual, Pro,,id• stro• ,,ap ;;if'!] JJ 111"" =-,g l'!"pl'Q ,..,.. o (OUr~ .,-..,lkll'O l .!J., .:ample~ d.w er _ c d cri,,,,;r,g,l C Hlg [ Parkint1 ]! M~lit;, t"t.rb )( Smo Gn,·Mh ) :::::::::::=.---- [ Pr -Ooc MNQAG BNJieraaJMebwtr:~WP ~t.J";.mil'tAm,;v,/t, · f', SS!!fl9 wiiding Zo s .,ld 4 ,¼:,t,:,ria,d 5ervir:,;,,: .l!mt',rili r. FkxiOJ'e: O.oroSpaai mi, st.rat 9V cm Iii!-"' .i, fl.tW at .i de•-,,.-__,,..,;,.,oik .sr'!o• /c,r:;J!,,_d with h da~cprax»mtyta.;, r,-;,,q~t~t;iti:::;n or ~@ Ill C<l!\111.0C~ I) ,,,uh o.rh C<J.mp!OmMt,,ry -"ffi>f-<':ji,il'" "'"ri' in (lrlorilyp.,, rido$1,.,ro, m.•'ltla s, 1p1d/r;,rmk:-rot~'>s; Larrii,-.sa,i<' i,,,,,..,d.s slra11,'d d,r,rl: v,j!f, NMth Ccrumy Tr.ir,;1t D.'ftrict: S:iYiQ.dG Smet Gwwth Prt&m ~ J,4,3 Irr s t!> Tr.11wt ~ 5.Z.4 l.hr.'8/ BrJS aNJ B'r:,.r, R,,P.\'J T; ~~ Sraps SANPtMi Bee::'tlnai 'det!!'Mnr Htlfd ~'Rlr. L T,Mm ..:.m .. ,,u.s: .fnh;,na.d Tra,wi W.a.•l'ffl9 Areas 'l"ilr's str,H !'JVC,M /:Hi~ eda1tll d.,.,,,1r,pm.,,<rftmJJk 51!• ,br,,r .. d M'thlTJ dase i:~ l'<I a, rr,mm: ,;,t.aticn ar ~ /If ro'1/w-.Wion wnfi Off! <X1hl,r.lll!rt1.,·1t l"f slr-dI~!/,'e!l sud, ws w.iv/indirag, rc.J!-timte tr.,...,,/ Jnfa.rm.ab!if\. ;,r,dJ,,.r A l1¢p<:1 SANQ~Q Rr'9W'i'ue1 M.?bt,'Cry bPb ~.!!.ICC 2. P,eaestmmAn;er,r./cs: W,/>,-~~ Cr:vin.-ctil>tl.-avta' 522 D~ fa, .Acdastrl.iln:. T1li:j st .itegv c.t1t bt> lr~IIM at d,e~_,r!/mo.rk.si!e l'aruted wiillin c.'an· prti'1Nmlty ta., r,a.,,..,~ st.ition ,:,,- stop 111 co~f>C1lon Wlrh o.rll · Carlsbad TDM Handbook B-12 Exhibit 3 Bieycl Pathways Snowers & Lock4" 1.-.stall wayfin -q sig !JC lo h I" p""1ple na.,;ga lh~ ~tuma rd mob, 1Y """"<:<'~ .,n,1 CJlitiq•. Create" catcd pa '"'''I"' far F'<d ,r,, • ,,.d ,al'$, [ p,., 0cc ip, "Cl'] Pro.Id~ Bclltt 9 !,'Cl ti on-sl -.n~rs M IOC~ n; so corn,nuIB'!i .,.;1;., a\'i!I b¥ !K.-ti..-e rnocl~ .:a Ir l!t'I up bel\:;re WO . ~~ J ( lntr-..smmvl1'} ---- ('()mp ei,, tel'!,' SlfiHiegk~ 1>u'd1 b> 'WQl,'Tl.lra°ing ar,,J law Ji?/r.:.sJ!rvcftHo ;,dtlm'o."eflm;immm,n~ '"l'.'aa.niin;itc w.itti it.10' ~ at C,rls;b;Jd'-' o,,,,,,,.,,,1c..-r,""~ D a-rtil'!Mr•• SANQAG Rmtrrm~ Mrbo'ffv He?b ~ . StJPPOrt s-t, llfr,e n· s. Wa:,'!lrt~ Th,i;·.str.,ti,gy C""1 be ,'fflf'I~ .. r .. ~' •'~wttlwo~ sitt /t>l:ilt ft ..,,111/n dos prt>,,r.v·rlll}' ro ,, m1,;t111 ,t.at..cn I),, s.rop in co,;'am:f,\,n wi!h """"' ~mplomMt,,ry .<Jr.1t"9f"-I' t.U'Ch •:!' !fa! >11 •l'llfil'5mKlw , aJ-t..ffi Udtte/ ,i,f,:rrm,rion, nd s/1arr,d m,:,b.o.1i!y sail•~- S:.,,N"fl•,IG' BMi:vRbl M,,/,/i'itr..t/J,di ~)( 3. 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Th,',; •tr.it 91' C,M b" ,l'Tip, ~~.at;, dt>r~IM!:IW<Jl1; s,1c ,'oi:llt d"'illlir, do,~ prrv.i.'T'Nl'f r,, " !'r.wt3it st.ib'1m a, Carlsbad TDM Handbook B-14 Exhibit 3 Nlew Employee lnfomi tion Packag'!l liransit Rid'"hip Ed1.1mlon Bicycle Safety & Maintena !\Ce Classes Real-Trme T~ vel lnfoooatlon J N~ ~mplo'(et! !nfurm~tNlr't PB ir~s shoolAd 1r,ciu<1 lnl'tJr, ,elilllll allo01A , by ,nooilit:y op,tio .,,.-,,;o.~. i ii"" progra "'5, and ,ub.sidiB rcr,j,fc,d by 11,., ,emplo'f!l'r <1r lo~•Llr<)g!Qn•I pr .i• w II '°" ;i rn•p Qf lll•"'1t b ~ ro ~ d blk, patt,s. lrdJdl lnro 8'100 ,a,lxiiil tr spOlfta n apiionsin o l-.gyf.oro1h Low ardi119 mai.'c,r I, Ip n,ach empl"'?"'"' be c,re a.bit c.f dri\lin!J to Wl>ri:. [ C ,bad Vil.1gi:fflam0 ]( EdL>!:.ltian] [ Offic.c Park ) [1~ iw)E,) u0I how o -~ lmrlslt. lheir !he bus, pa,y f.are, req....,,t .a "1"!", ~ Offer el llul)IJt t C1>$t Fn,c, 1CDnV11utel .. Free Service """"ded by SANDAG i.Commllte.., iC<1mmute ott , l<'N•r.l bile c,r\licr,;. 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New i!;mp'oyee 1/rfo.~fJ<Jri P.;~;,}11). .in<i'ilr l'l o (Py ffim"S11 p,JSS. , Carlsbad TDM Handbook C-1 TDM Plan Templates for Non-Residential Projects Exhibit 3 C Carlsbad TDM Handbook C-2 Tier 1 TDM Plan Template for Non-Residential Projects City of Carlsbad 1200 Carlsbad Village Dr. Carlsbad, CA 92008 How to Use this Template: All non-residential developments that meet trip generation thresholds specified in the city’s TDM Ordinance must submit a TDM Plan. This template applies to projects identified as Tier 1 projects. Process The following steps outline the TDM plan process for Tier 1 non-residential projects: 1. After the determination was made that a Tier 1 TDM plan is required, the Transportation Administrator is available to discuss the project, review the requirements and assist with completion of the plan. 2. Applicant completes this template and prepares supporting documentation for Section III Existing Conditions and TDM Context. 3. Applicants signs and obtains the transportation coordinator’s signature. 4. Applicant submits template with supporting documentation within 4 weeks of expecting to occupy the space. 5. Approved plan is required prior to occupancy. Get started The Carlsbad Transportation Administrator (TA) is available to support developers with TDM Ordinance compliance and completion of your plan. To get started or for questions, please contact: Jennifer Horodyski at (760) 602-2747 or via email at Jennifer.horodyski@carlsbadca.gov. Tier 1 TDM Requirements Submission Date: SECTION I: Developer Profile Developer Name: Property Manager Name: Developer Mailing Address: Number Street Suite City State Zip Code Primary Contact: Email: Phone: Exhibit 3 {city of Carlsbad California Carlsbad TDM Handbook C-3 SECTION II: Project Information Project Name: Permit Number: Project Address: Number Street Suite City State Zip Code Type of Use Select the primary use type for this project. ☐ Office ☐ Retail/Restaurant ☐ Warehouse/Industrial ☐ Other, please describe use: ______________________________________________________ Number of Employees Specify the number of employees at this location. Number of Full-Time Employees Number of Part-Time Employees Number of Contract Employees Total Number of Employees Automobile Parking Automobile Parking Existing # of Allocated Spaces Proposed # of Allocated Spaces Proposed # of New Parking Spaces Surface Parking Spaces Structured Parking Spaces SECTION III: Existing Conditions & TDM Context Complete the following section to establish existing conditions and TDM context. Relevant Existing TDM Infrastructure Network Please provide a brief discussion or map that describes the alternative transportation infrastructure available that serves the project site. Include the following items: Exhibit 3 Carlsbad TDM Handbook C-4 • Pedestrian infrastructure adjacent to the side (e.g. sidewalks, nearby crosswalks or signalized crossings) • Bike infrastructure by type (e.g. Class I, II, or III) adjacent to the site • Transit or shuttle services serving the site with a stop/station within a ¼ mile (or a 5-minute walk) Relevant Project-Specific TDM Infrastructure Please provide a brief discussion and site plan describing the onsite TDM infrastructure currently available: • Number of public bike racks and approximate location with regards to building entrance • Average utilization of bike racks (in %) • Number secure bike racks (specify whether in bike cage, bike room or bike lockers) • Average utilization of bike racks (in %) • Number of designated carpool/vanpool spaces and location with regards to building entrance • Average utilization of carpool/vanpool spaces (in %) • Any other infrastructure or services available to property tenants that encourage the use of public transit, carpooling, vanpooling, walking and biking, such as a bike repair station, an onsite shelter or waiting area for buses or shuttles, etc. Environmental In the box below, please provide maps of the relevant topographical and experiential conditions that will influence travel behaviors to the project site. At a minimum, provide the following: • A Google map with terrain view and bike lanes showing approximately a 2-mile radius around the site • Photos (or street view screenshot) of the roads adjacent to the property • If relevant, discuss additional environmental aspects that may impact use of active and alternative transportation, such as traffic speeds, pedestrian safety, lighting, etc.) Exhibit 3 Carlsbad TDM Handbook C-5 Project-Specific and/or Nearby Amenities Count and report the number of project-specific and neighboring amenities onsite or within a 5-minute walk (1/4) mile of the project site and provide map. • Report the number of amenities or establishments by type. Include number of food establishments, child-care facilities, fitness/healthcare facilities and other relevant services such as dry-cleaning that can impact trip generation. Anticipated Workforce and Commute Patterns The makeup of the existing or anticipated workforce will help shape the approach to TDM for a given site. Include the following: • Existing or anticipated commute hours based on shifts or typical work hours • Existing or anticipated percentage of part-time employees • Any existing commuting information, such as the percentage of employees using different commute modes and the average commute distance. SECTION IV: Tier 1 Requirements Check the boxes and provide the required information below. ☐ Designate a Transportation Coordinator (TC) Exhibit 3 Carlsbad TDM Handbook C-6 All developments subject to the TDM ordinance are required to designate an on-site transportation coordinator responsible for implementing the requirements listed below. The transportation coordinator agrees to attend at a minimum one citywide TDM program meeting or event per year and to distribute marketing information provided by the citywide program. The contact listed below may be an interim contact until a permanent transportation coordinator is identified. This contact shall be an employee of the tenant’s organization. Developer is responsible for notifying the City of Carlsbad any time the transportation coordinator contact changes in the future. Provide the name, company, title and contact information for the TC. ☐ Distribute New Hire Transportation Information Transportation coordinator agrees to distribute transportation options information provided by the citywide TDM program to all new employees at the point of hiring. ☐ Promote One Citywide Event per Year Transportation coordinator agrees to actively promote at least one citywide event (provided that at least one event is held each year). ☐ Comply with Monitoring and Reporting Transportation coordinator agrees to distribute commute surveys to employees every two years following the baseline survey conducted within 12 months of occupancy reaching 75 percent or within 18 months of initial occupancy, whichever occurs first. Survey results along with a status report of above listed activities will be submitted to the city within one month of survey completion. In addition, transportation coordinator agree acknowledges the interim and final alternative mode share goals, listed below, that the development is required to achieve. Should the goals not be achieved, transportation coordinator agrees to work with the citywide program to identify and implement additional measures suitable to the project site. Period in which Reporting Falls Alternative Mode Share Goal Existing Buildings/Tenant Improvements Present till 2025 24% 2025 - 2029 26% 2030 -2034 28% 2035 on 30% Exhibit 3 Carlsbad TDM Handbook C-7 SECTION V: Authorization for Occupancy By signing below, developer and transportation coordinator certify that the information provided in this document is complete and accurate. By signing this document, the transportation coordinator is committing to implementing the required Tier 1 TDM plan elements listed above and participate in ongoing monitoring. Name and Signature of Developer Representative or Designated Applicant: Printed Name and Organization Signature Date Name and Signature of (Interim or Final) Transportation Coordinator: Printed Name and Organization Signature Date Name and Signature of City of Carlsbad Representative: Printed Name Signature Date Exhibit 3 Carlsbad TDM Handbook C-8 Tier 2 and 3 TDM Plan Template for Non-Residential Projects City of Carlsbad 1200 Carlsbad Village Dr. Carlsbad, CA 92008 How to Use this Document: Non-residential developments that meet trip generation thresholds specified in the city’s TDM Ordinance must submit a TDM Plan. This template applies to projects identified as Tier 2 and Tier 3 projects. The average new development is required to submit and implement a TDM plan that achieves 18 points. The average redevelopment/tenant improvement is required to submit and implement a plan that achieves 9 points. The Carlsbad Transportation Administrator (TA) is available to support developers with TDM Ordinance compliance and completion of your plan. To get started or for questions, please contact: Jennifer Horodyski at (760) 602-2747 or via email at Jennifer.horodyski@carlsbadca.gov. The process for non-residential development is outlined graphically below. The TDM plan process is organized into two separate parts: 1. All developments subject to the ordinance must submit Part I: Project Background, Existing Conditions and Infrastructure TDM Strategies of the TDM plan prior to building permit issuance. 2. Part II of the TDM Plan consists of non-infrastructure strategies and must be submitted and approved prior to occupancy. Build-to-suit projects and tenant improvements may submit Part II along with Part I prior to building permit issuance. Lastly, all developments are required to begin to monitor the alternative mode share of commute trips to the site through employee surveys within 12 months of reaching 75 percent occupancy or within 18 months of initial occupancy, whichever occurs first. Developments with multiple buildings or phases are required to conduct employee surveys within 12 months of reaching 75 percent occupancy of the first building or within 18 months of initial occupancy of the first building, whichever occurs first. For more detailed information please refer to section 2, Non-Residential Developer TDM Plan Guidelines within the TDM Handbook. Exhibit 3 {cJtyof Carlsbad California Carlsbad TDM Handbook C-9 Exhibit 3 Build-to-suit or Tenant Improvement Background & Part 1: Infrastructure Part 2: Non-Infrastructure & Implementation (may be completed anytime prior to pre-occupancy inspection) --------- ,1 Building Permit ~ \ , Occupancy Baseline Employee Commute Survey & Report Ongoing Employee Commute Survey & Report (every 2 years) .__ __ a_u_il_d_-t_o_-s_p_e_c _ ___.l I .. Background & Part 1: Infrastructure ,-' I Building Permit --- Update Background, Part 2: Non-Infrastructure & Implementation Occupancy Baseline Employee Commute Survey & Report Ongoing Employee Commute Survey & Report (every 2 years) Discretionary Background & Part 1: Infrastructure , _____ ----- Discretionary Permit , -,:._ --,. Update Background, Part 2: Non-Infrastructure & Implementation Occupancy Baseline Employee Commute Survey & Report Ongoing Employee Commute Survey & Report (every 2 years) developer deliverable • city approval Carlsbad TDM Handbook C-10 PART I: Project Background, Existing Conditions and Infrastructure TDM Strategies Submission Date: This section must be completed prior to building permit issuance and updated prior to occupancy as needed. SECTION I: Developer Profile Developer Name: Property Manager Name: Developer Mailing Address: Number Street Suite City State Zip Code Primary Contact: Email: Phone: SECTION II: Project Information Project Name: Permit Number: Project Address: Number Street Suite City State Zip Code Project Interim Transportation Coordinator ☐ Developer agrees to provide an Interim Transportation Coordinator responsible for ensuring the infrastructure is developed as agreed upon with the City of Carlsbad, development and execution of TDM Plan requirements, and transitioning Transportation Coordinator duties to new owners or property managers upon occupancy. Provide name, title, and contact information. This individual may be the primary contact listed above for the project. Exhibit 3 Carlsbad TDM Handbook C-11 Land Use and Area Complete the chart below to include each non-residential use, gross floor area and expected number of employees allocated to each use. Land Use GFA Employees H-0 Hospital C-1 Neighborhood Commercial C-2 General Commercial C-T Commercial Tourist C-M Heavy Commercial C-L Local Shopping Center O Office V-R Village Review L-C Limited Control M Industrial P-M Planned Industrial Total Automobile Parking Automobile Parking Existing # of Allocated Spaces Proposed # of Allocated Spaces Proposed # of New Parking Spaces Surface Parking Spaces Structured Parking Spaces Exhibit 3 Carlsbad TDM Handbook C-12 SECTION III: Existing Conditions & TDM Context Complete the following section to establish existing conditions and TDM context. Relevant Existing TDM Infrastructure Network Please provide a brief discussion or map that describes the alternative transportation infrastructure available that serves the project site. Include the following items: • Pedestrian infrastructure adjacent to the side (e.g. sidewalks, nearby crosswalks or signalized crossings) • Bike infrastructure by type (e.g. Class I, II, or III) adjacent to the site • Transit or shuttle services serving the site with a stop/station within a ¼ mile (or a 5-minute walk) Relevant Project-Specific TDM Infrastructure (Tenant Improvements Only) Please provide a brief discussion and site plan describing the onsite TDM infrastructure currently available: • Number of public bike racks and approximate location with regards to building entrance • Average utilization of bike racks (in %) • Number secure bike racks (specify whether in bike cage, bike room or bike lockers) • Average utilization of bike racks (in %) • Number of designated carpool/vanpool spaces and location with regards to building entrance • Average utilization of carpool/vanpool spaces (in %) • Any other infrastructure or services available to property tenants that encourage the use of public transit, carpooling, vanpooling, walking and biking, such as a bike repair station, an onsite shelter or waiting area for buses or shuttles, etc. Exhibit 3 Carlsbad TDM Handbook C-13 Environmental In the box below, please provide maps of the relevant topographical and experiential conditions that will influence travel behaviors to the project site. At a minimum, provide the following: • A Google map with terrain view and bike lanes showing approximately a 2-mile radius around the site • Photos (or street view screenshot) of the roads adjacent to the property • If relevant, discuss additional environmental aspects that may impact use of active and alternative transportation, such as traffic speeds, pedestrian safety, lighting, etc.) Project-Specific and/or Nearby Amenities Count and report the number of project-specific and neighboring amenities onsite or within a 5-minute walk (1/4 mile) of the project site and provide map. • Report the number of amenities or establishments by type. Include number of food establishments, child-care facilities, fitness/healthcare facilities and other relevant services such as dry-cleaning that can impact trip generation. Anticipated Workforce and Commute Patterns The makeup of the existing or anticipated workforce will help shape the approach to TDM for a given site. Include the following: • Existing or anticipated commute hours based on shifts or typical work hours • Existing or anticipated percentage of part-time employees • If available, any existing commuting information, such as the percentage of employees using different commute modes and the average commute distance. Exhibit 3 Carlsbad TDM Handbook C-14 SECTION IV: Infrastructure TDM Selections The developer will work with the TA to determine infrastructure strategies applicable to the site and the appropriate placement of TDM infrastructure. Please reference Table 2-4 Menu of TDM Strategies, Part I: Infrastructure found in the Non- Residential Developer TDM Plan Guidelines within the TDM handbook for infrastructure strategies and points. An average new development is required to achieve a total of 18 points while a redevelopment/tenant improvement is required to achieve 9 points. Required strategies add 4 points towards the total required number of points. New developments must achieve a minimum of 6 points through infrastructure strategies unless otherwise agreed upon with city staff. Tenant improvement projects are eligible to achieve all required points in Part II. In case of a tenant improvement, if the tenant has access to any infrastructure amenity below, the tenant can claim that amenity in their plan unless that amenity does not meet minimum standards or is, on average, fully utilized, such as two carpool spaces that are both occupied on most weekdays. The capacity of an existing infrastructure amenity will need to be evaluated at the time the strategy is proposed. Points not earned through infrastructure strategies will be expected to be earned in Part II. Reference Part II strategies to ensure that the appropriate infrastructure is selected to support desired amenities or programs. Infrastructure strategies must be selected and approved prior to building permit issuance. Programmatic strategies in Part II may be submitted after the building permit has been issued, but must be approved prior to occupancy. Check the box to the left of the strategy to include it in the plan. Provide information as requested in the box below the strategy and indicate the points requested for the strategy, using the handbook as a guide. For strategies with a range of points, work with the TA who will assist in determining the appropriate number of points based on the unique context of the site and the proposed project. Refer to the Carlsbad TDM Handbook for details about each strategy. Exhibit 3 Carlsbad TDM Handbook C-15 ☐ Secure Bike Parking Points Requested: Indicate the number of secure, long-term bike parking spaces to be provided, how they will be accessed and where they will be located on the project site. Refer to the handbook for the number of spaces required to earn points. If practical, include location on the site map. ☐ Public Bike Parking Points Requested: Indicate the number of short-term spaces and the type of bike rack to be provided and where they will be located on the project site. Refer to the handbook for the number of spaces required to earn points and guidance on installation. If practical, include location on the site map. ☐ Bicycle Repair Station Points Requested: Describe what items will be included in the bicycle repair station and where it will be located within the project site. ☐ Micromobility Parking Points Requested: Indicate where micromobility parking space (or interim bike racks) will be located on the project site. If practical, include location on the site map. Exhibit 3 Carlsbad TDM Handbook C-16 ☐ Transit Shelter Additions or Improvements Points Requested: Describe the location of transit stops and what types of additions/improvements are being proposed. ☐ Preferential Parking for Car/Vanpools Points Requested: Indicate the number of carpool and vanpool reserved spaces to be provided and where they will be located on the project site. Refer to the handbook for guidance on the required number of spaces. Maximum points will be awarded when offered in conjunction with ride-matching services. ☐ Parking Spaces for Car Share Vehicles Points Requested: Indicate the number of reserved spaces to be provided for car share vehicles and where they will be located on the project site. Should be offered in conjunction with car share vehicles. Exhibit 3 Carlsbad TDM Handbook C-17 ☐ End of Trip Facilities Points Requested: Indicate the number of showers and changing rooms and where they will be located on the site/building plan. ☐ On-site Amenities Points Requested: Discuss the on-site amenities that will be located at the development and explain how these offerings will mitigate trips rather than serve as trip-generators. Discuss discounts available to tenants if applicable. Provide a map showing the location of these amenities. ☐ Bicycle and Pedestrian Connections Points Requested: Provide a map showing proposed pedestrian and bicycle infrastructure and connections to existing facilities. Exhibit 3 Carlsbad TDM Handbook C-18 ☐ Passenger Loading Zone Points Requested: Describe location of and denote loading zone on building/site plan. ☐ Innovation (Infrastructure-Based) Points Requested: Describe the strategy and discuss how it will lead to reduced single-occupancy vehicle trips to and from the site. Exhibit 3 Carlsbad TDM Handbook C-19 SECTION V: Authorization for Building Permit Issuance By signing below, Developer certifies that the information provided in this document is complete and accurate. By signing this document, a developer is committing to build/provide the infrastructure strategies identified in this document. Failure to provide the identified infrastructure may result in a building not obtaining an occupancy permit until such infrastructure is constructed or other commitments are made to reduce vehicle trips by an amount equivalent to the trips that would have likely been reduced by constructing and providing the listed infrastructure strategies. The developer also acknowledges that commitments to implement additional TDM strategies and monitor and report on those strategies must be made prior to occupancy. These commitments can be made by completing Part II of this document and obtaining subsequent approval of the proposed strategies and monitoring plan. Name and Signature of Developer Representative or Designated Applicant: Printed Name Signature Date Name and Signature of Property Owner (if different from above): Printed Name Signature Date Name and Signature of City of Carlsbad Representative: Printed Name Signature Date Exhibit 3 Carlsbad TDM Handbook C-20 PART II: Non-Infrastructure TDM Strategies, Implementation and Monitoring Plan Submission Date: This section must be completed and approved prior to occupancy. SECTION I: Non-Infrastructure TDM Selections The developer will work with the TA to determine strategies applicable to the site. Please reference Table 2-5 Menu of TDM Strategies, Part II: Non-Infrastructure found in the Developer TDM Plan Guidelines within the TDM handbook for relevant infrastructure strategies and points. It is expected that Part II will contain a sufficient number of strategies to earn the remaining required points not earned through infrastructure strategies. A total of 18 points is required from Part I and Part II combined for new developments and 9 points for redevelopments/tenant improvements. Required strategies add 4 points towards the required total. The non-infrastructure strategies are organized into the following categories: amenities, policies, developer/employer programs, employer programs, partnerships and innovation. A well-rounded, effective and sustainable TDM plan should include strategies from multiple categories and be applicable to the anticipated workforce and commute patterns. Check the box to the left of the strategy if it will be included in the development. Provide information as requested in the box below the strategy. Additionally, indicate the points requested for the strategy. Refer to the Carlsbad TDM Handbook for additional guidance and for the number of points available for each strategy. Required Strategies ☐ Transportation Coordinator Points: 1 All developments subject to the TDM ordinance are required to designate an on-site transportation coordinator responsible for ensuring that infrastructure is maintained, policies and programs are implemented, and amenities and partnerships are maintained as described in the approved TDM Plan and otherwise ensuring compliance with City of Carlsbad TDM Plan requirements. Provide the name, title and contact information for the TC. Exhibit 3 Carlsbad TDM Handbook C-21 ☐ Distribute New Hire Transportation Information Points: 1 All developments subject to the TDM ordinance are required to ensure that transportation options information is distributed to new employees during the hiring and orientation process. ☐ Citywide TDM Program Points: 2 Transportation Coordinators of all developments subject to the TDM ordinance are required to meet with the citywide TDM programs outreach staff on a regular basis (at least annually) and participate in at least one event held by the citywide TDM program (if available). Elective Strategies Amenities ☐ Car Share Vehicles Points Requested: Identify the number of car share vehicles that will be provided on-site and if these vehicles will be provided by an existing car share operator or by the employer/property owner. Indicate whether membership will be fully or partially subsidized for employees/tenants. Indicate the number of reserved spaces to be provided for car share vehicles and where they will be located on the project site. ☐ Micromobility Service Credits Points Requested: Describe the micromobility service that will be available for use by employees/tenants and the level of service credits/subsidy. Indicate if all employees/tenants will have access to the service credits and how the program will be administered. ☐ Real-Time Travel Information Points Requested: Describe the proposed location of the resources and any other relevant information (i.e., range of the WiFi hotspot, location of real-time travel information screens or kiosk). Exhibit 3 Carlsbad TDM Handbook C-22 ☐ Mobile On-site Amenities Points Requested: Discuss the mobile on-site amenities that will be located at the development and explain how these offerings will mitigate trips rather than serve as trip-generators. Discuss discounts available to tenants. Provide a map showing the location of these amenities if applicable and discuss agreements between vendors and schedules. Policies ☐ TDM in Leases and Purchase Agreements Points Requested: Applies to new developments only. Provide language that will be included in the lease that will allow for TDM supporting roles. Exhibit 3 Carlsbad TDM Handbook C-23 ☐ Non-Standard Vehicle Policies Points Requested: Applies to new developments only. Describe the site’s non-traditional vehicle management plan. This strategy may be implemented with the non-standard vehicle parking infrastructure strategy (micromobility/bicycle/etc.). Developer/Employer Programs ☐ Mobility Services Incentives Budget Points Requested: Include details of program including how the program will be administered. Indicate the total annual budget, describe what percentage of the workforce will be eligible to participate, how the program will be marketed and how participation will be monitored. ☐ Ride-matching Services Points Requested: Developer should discuss plans to create an internal ride-matching program. At a minimum, developer will promote existing ride-matching platform. ☐ Guaranteed Ride Home (GRH) Services Points Requested: Developer should discuss plans to create an internal GRH program. At a minimum, developer will promote existing services, such as SANDAG’s iCommute. Exhibit 3 Carlsbad TDM Handbook C-24 ☐ Marketing and Outreach Points Requested: Include details of marketing and outreach efforts. Employer Programs ☐ Telework Program Points Requested: Include information about the program, such as the infrastructure and policies that will be available to support teleworking, the anticipated percentage of employees that will be eligible and any limits or guidance on the number of days employees can telework per week or month. The number of points range based on the expected number of telework days and associated trip reductions (see handbook for further guidance). ☐ Flexible/Alternative Work Schedules Points Requested: Include information about the program, such as the anticipated percentage of employees that will be eligible and any limits or guidance on the arrangements that are acceptable. Exhibit 3 Carlsbad TDM Handbook C-25 ☐ Alternative Transportation Incentive Points Requested: Include details of program including how the program will be administered. Indicate the total annual budget, describe what percentage of the workforce will be eligible to participate, how the program will be marketed and how participation will be monitored. ☐ Commuter Tax Benefits Points Requested: Include how the program will be marketed to employees. Exhibit 3 Carlsbad TDM Handbook C-26 ☐ Customized Travel Plans Points Requested: Identify department/position that will be responsible for implementation. Partnerships ☐ Establish and Maintain Partnerships with Area Businesses Points Requested: Identify partner business(es) or entities and the TDM resource(s) that will be provided through the partnership. Describe how costs will be shared. ☐ Establish and Maintain Partnerships with Private Vendors Points Requested: Identify partner business(es) or entities and the TDM resource(s) that will be provided through the partnership. Exhibit 3 Carlsbad TDM Handbook C-27 Innovation ☐ Innovation (Non-Infrastructure-Based) Points Requested: Describe the strategy and discuss how it will lead to reduced single-occupancy vehicle trips to and from the site. SECTION III: Implementation (New Developments Only) By signing below, developer agrees to inform the city of a sale and provide contact information for a new owner to ensure that the plan will continue throughout the life of the project. Name and Signature of Developer Representative or Designated Applicant: Printed Name Signature Date Exhibit 3 Carlsbad TDM Handbook C-28 SECTION IV: Monitoring By signing below, developer agrees to distribute commute surveys to employees every two years following the baseline survey conducted within 12 months of occupancy reaching 75 percent or within 18 months of initial occupancy, whichever occurs first. Alternatively, developer may provide a copy of the signed lease that stipulates that the employer tenant(s) will administer employee commute surveys on the same schedule. In addition, developer acknowledges the interim and final alternative mode share goals, listed below, that the development is required to achieve. Should the goals not be achieved, transportation coordinator agrees to work with the citywide program to identify and implement additional measures suitable to the project site. Period in which Reporting Falls Alternative Mode Share Goal New Developments Existing Buildings/Tenant Improvements Present till 2025 25% 24% 2025 - 2029 30% 26% 2030 -2034 35% 28% 2035 on 40% 30% Exhibit 3 Carlsbad TDM Handbook C-29 SECTION V: Authorization Occupancy By signing below, developer and transportation coordinator certify that the information provided in this document is complete and accurate. By signing this document, the transportation coordinator is committing to providing the strategies identified in this document and to participate in monitoring activities described in Section IV. Name and Signature of Developer Representative or Designated Applicant: Printed Name and Organization Signature Date Name and Signature of (Interim or Final) Transportation Coordinator: Printed Name and Organization Signature Date Name and Signature of City of Carlsbad Representative: Printed Name Signature Date Exhibit 3 Carlsbad TDM Handbook D-1 Sample iCommute Employee Commute Survey Exhibit 3 D Carlsbad TDM Handbook D-2 Exhibit 3 Commuter Survey June 2018 * 1. What is your home ZIP Code? Prev Ill * 2. On .av•erage, how many days per week do you commute to/from work using th e ·following? (Se lect app'.licable o:nly): 5 or more d1ays 1 day pelf ,Neel< 2 d'ays per week 3 •days perr week 4 ,days perr ,Neel< per1neek II drive a personal 0 0 0 0 0 vehicle al'o:ne !!carpool 0 0 0 0 0 II drive/ride in a 0 0 0 0 0 vanpooll II tal<e ttle COASTER 0 0 0 0 0 II take ttle Trollley 0 0 0 0 0 II take ttle bus 0 0 0 0 0 II ride a motorcycle 0 0 0 0 0 II ride a bike 0 0 0 0 0 II walk 0 0 0 0 0 11 tal<e an u ber/Lyft o 0 0 0 0 0 1Nonk II don't commute, I tel'eworkfworl< from 0 0 0 0 0 home other 0 0 0 0 0 {please specify) Prev - Carlsbad TDM Handbook D-3 Exhibit 3 * 4 .. Are you willing to try a. different com mute c:hoice to get to/from work one day each week or more? 0 Yes Q No 0 I already commute by alternative tra11sportatim1 rev Ill * 3. If applicable, please share the r,eason(s) you ,choose to walk. bike, bus, trolley, train, carpool, or vanpool. (Select up to two choices.), D I save oney D I save tlime D I avoid parki 11g costs D I avoid traffic D I don't ow11 a car D I want to help reduce poll1.1tio11 D It's healthy for me D Not applicable, I dnive alone to work other, please speciii)r: Prev Ill Carlsbad TDM Handbook D-4 Exhibit 3 * 5. Wh ich other way(s) of commuting to work are you willing to try? (Select al that apply.) D D rive/ricle in a carpool D Drive/ride in a vanpool D Drive an electric car D Take an Uber Pool/Lyfl: Line D Take the bus D Take the tra1in D Take the trolley D Ricle a bike D Ricle an electric bike (eBike) □Walk D Teleworl< other, (pl'ease specify): Prev Ill * 6. How many days per week are you wi ling to use the commute choice(s) you selected in the previous question? 0 1 clay per week 0 2 days per week 0 3 clays per week 0 4 days per week 0 5 or more days per week ottler, (please specify): rnv Ill Carlsbad TDM Handbook D-5 Exhibit 3 * 7. llf you drive alone to work a majority of the t-me, what are your main reasons? (Select up to three.), D I use my perso:nal car at w·orl< for lousiness purposes D So I can get home in an emergency D My parking is free or inexpensiive D I d'on· llave anyone wnh wlilom to carpool orvanpool D I need to run errands before or alter worl< D I have an irregular work schedule D I need to ransport my children D There ils no rain, bus, or Trolley near my home and/or wol1k D I'm concerned about bicycle concli tons along my route to/from work D I'm concerned about walking condi1 ions along my route to/from worll< D I choose not to respond, other, (pllease specify) Prev Ill * 8. What would encourag1e you or help you make tihe choice not to drive alone? (Select up to three.) D Help 7nding people w'ith Whom to carpooltvanpool D \/anpooll subsidy D Guaralilteed ride home in the event of an emergency or unsched:uled overtime D In orma ion aoout ransit routes and schedul'es D aps and information about bicycle routes and regional bilke parking D Priizes, d'rawings, o:r contests D No~hinglnot interested D I choose not to respond D other, (please specify): rev Ill Carlsbad TDM Handbook D-6 Exhibit 3 * 9. Are you aware of iCommute, iCommuteSD.com, or 511sd .. comfiCommut:e? 0 Yes Q No rev Ill 10. llf you would lilice to be entered to win one of 8 $25 g-ft cards, 1please complete the -nformation below. By prov-ding ttnis information, you are agree-ng to the terms and oonditions of the prize drawing. Thank you for your time and input Please click the DONE button to complete t!he survey. ame: E.maiL 11. Do you have any que.stions, comments, or feedback for Sony and iCommut:e regarding your transpo:rtation and commuter experienoe? rev Ill 1 Transportation Demand Management program reform in Carlsbad Correspondence from Traffic & Mobility Commissioner Steve Linke September 3, 2021 (for Item #6 on the T&MC September 7, 2021 agenda) The agenda packet that included this item was just distributed, so I have not had an opportunity to review it yet. Nevertheless, I am sending this previously prepared letter to allow time for distribution prior to the long Labor Day weekend. Reform of Carlsbad’s Transportation Demand Management (TDM) program is a very complicated issue, and I apologize for the length of this communication. Below, I provide background information on many of the problems I see with the current system, with some very specific examples from developments that have been approved in the last year. I then provide recommendations for changes (by section) to the current TDM Handbook, as well as additional changes. BACKGROUND/PROBLEMS WITH CURRENT SYSTEM Transportation Demand Management (TDM) in Carlsbad can be required/used for at least four overlapping, but distinct, regulatory pathways: 1. Carlsbad’s TDM Ordinance and TDM Handbook • Focused on reducing employment-related vehicle trips to comply with Carlsbad’s Climate Action Plan (CAP) 2. Carlsbad’s General Plan Mobility Element (Policies 3-P.8 through 3-P.11) • Focused on mitigating traffic congestion 3. Carlsbad’s multimodal level of service (MMLOS) point systems • Focused on improving non-vehicle travel modes 4. State-mandated environmental reviews (CEQA) • Focused on reducing vehicle miles traveled (VMT) for all trips A. Improper conflation of TDM Ordinance/Handbook and Mobility Element TDM requirements The TDM Ordinance/Handbook comprise Carlsbad’s current TDM program, but they are designed only for certain employers to reduce employee trips and the resultant greenhouse gas (GHG) emissions to help achieve CAP goals—with no regard for residential developments or localized traffic congestion. In contrast, the primary intent of TDM in the Mobility Element is to mitigate traffic congestion by all vehicle users (employees, customers, and/or residents) on street facilities that have been exempted from the City’s Growth Management Plan (GMP) minimum vehicle performance standard due to over- congestion. Despite these independent TDM requirements, planning staff and developers consistently and improperly conflate them, as described below. 2 TDM for residential developments adding traffic to exempt street facilities Developments that are not subject to the TDM Ordinance (e.g., residential developments) are still subject to Mobility Element-based TDM requirements when they add traffic to exempt street facilities. However, staff currently arbitrarily applies only a “Tier 2” TDM Handbook requirement on residential developments, regardless of the magnitude of their impact on street facilities, and regardless of the fact that the TDM Handbook is not designed to be used with residential projects. • Examples: The Marja Acres, Aviara Apartments, and West Oaks residential developments are expected to generate between about 1,200 and 2,400 new average daily vehicle trips (ADT) each. And they will be adding most of that new traffic to exempted street facilities on El Camino Real and Palomar Airport Road. However, all of these developments were only required by staff to submit “Tier 2” TDM Plans, which are intended for projects that generate only 221-275 ADT, and which include few or no meaningful TDM measures that provide viable alternatives to vehicle trips. TDM for commercial developments adding traffic to exempt street facilities The TDM requirements in the TDM Handbook apply to all commercial developments defined in the TDM Ordinance, regardless of their location in the city. However, some of those developments add their new traffic to exempt street facilities, which creates the need to mitigate congestion independent of (and in excess of) that required by the TDM Ordinance/Handbook. However, planning staff have required only minimal TDM plans to address these additional impacts. • Example: The proposed Chick-fil-A at Palomar Airport Road and Avenida Encinas is expected to add about 2,200 new vehicle trips by customers and employees into the immediate area, including about 1,300 new trips through the already GMP-deficient (and exempted) Palomar Airport Road/Avenida Encinas intersection. However, planning staff allowed the developer to use the lowest “Tier 1” TDM plan intended for projects that generate only 110-220 ADT. Tier 1 plans essentially only require distributing a flyer to new employees informing them that they can walk or bike or take the bus to work, if they’d like. This will not meaningfully mitigate the ~1,300 employee and customer ADTs being added to the exempt Palomar Airport Road facilities and, thus, should not satisfy the Mobility Element TDM requirement. B. TDM strategies in CEQA mitigation plans also may not satisfy all TDM requirements Some larger developments also must perform a State-mandated CEQA analysis, requiring TDM-based mitigation to reduce VMT. However, similar to the situation described above for TDM plans based on the TDM Ordinance/Handbook, CEQA-based TDM plans may or may not be sufficient to also satisfy Mobility Element-based TDM requirements when such developments also add new traffic to congested (exempt) street facilities. 3 C. Definitions of TDM strategies/measures Developers also have been allowed great latitude in claiming inflated TDM points, multimodal level of service (MMLOS) points, and VMT reductions for many TDM strategies. This includes credits for projects/programs that are not under the developer’s control and may never be implemented, “programs” that stretch credulity in their re-definition of the original intent, double-counting and exaggeration of credits, etc. See the “Appendices A and B: Glossary and Menu of Options” section below for more detailed examples. D. Improper assumption that a passing MMLOS grade is sufficient to support related TDM strategies The GMP requires a minimum level (MMLOS grade “D”) of transit, pedestrian, and bicycle amenities/services, such as bus stop amenities, sidewalks, and bicycle lanes. However, the MMLOS standard only applies to street facilities prioritized for the corresponding alternative modes of travel, and the current minimum MMLOS standards are extremely low. Unfortunately, staff currently considers a passing MMLOS grade, or even the lack of a need for a grade, to be sufficient for TDM purposes. • Examples: The Marja Acres, Aviara Apartments, and West Oaks developments rely heavily on transit as part of their TDM and related mitigation plans. However, they are only being required to add a small bench and trash car to the immediately adjacent bus stops to satisfy the minimum MMLOS requirement. In order to make these stops comfortably usable to satisfy their TDM claims, they should include bus shelters, as well as safety lighting and marked crosswalks from the project to the stops. TDM ORDINANCE/HANDBOOK RECOMMENDATIONS The following headings are from the TDM Handbook, followed by my recommended revisions. Section 1.7: Who does the TDM Program apply to? Based on the above commentary, the TDM Ordinance and Handbook should be expanded to cover all developments (including residential), and overarching guidelines should be established to harmonize the TDM requirements, strategies, and mitigation plans to fully account for all of the regulatory pathways in a logical way. Section 2.2: Thresholds for Compliance There are currently three “tiers” of TDM plans that are triggered based only on the number of predicted employee vehicle ADT—not any trips generated by customers or residents (in mixed-use or residential developments). In cases where employee, customer, and/or residential trips will be added to exempt street facilities, the tier system should be modified to account for all of those trips—or a separate tier system should be developed to do that. 4 Section 2.5: TDM plan strategies More meaningful TDM strategies should be required in all tiers. Tier 1 (4 points required) and Tier 2 (9 points required) plans are currently composed almost entirely of strategies that are unlikely to produce meaningful vehicle trip reductions (i.e., measures that do not actually create any new mobility options, but rather include just meetings/information). For example, all Tier 1 plans proposed in Carlsbad (e.g., Toyota Carlsbad and Chick-fil-A) require only designating an on- site employee (Transportation Coordinator) to meet with the City’s Transportation Administrator once a year and to distribute a list of transportation options to new hires. To satisfy the expanded Tier 2 plan requirement, the developer need only provide additional marketing materials on available transportation programs and services to commuters and encourage them to make sustainable travel choices (e.g., through a webpage and on-site map and brochure), and provide a public bike rack (or a bike repair station, consisting of a stand, an air pump, and a few tools). This is what is applied to all residential projects. Sadly, most of the Tier 3 plans, which require 18 points (including 6 “infrastructure” points), also are anemic. For example, BMW Carlsbad’s Tier 3 TDM plan includes the above elements plus: covered bike parking, three showers for bicyclists, marked parking spaces for potential voluntary employee carpooling, a passenger loading zone area, a single-car car-share service (Zipcar) available for employee midday trips only, and a compressed work schedule for certain “eligible” employees. The Carlsbad Corporate Plaza Parking Structure and Raceway Industrial Tier 3 TDM plans are similarly anemic with regard to measures that will meaningfully reduce vehicle trips. In addition to strengthening the tiers, the definitions of several of the individual strategies need to be tightened up to prevent inappropriate claims for TDM points or exaggeration of points (see the section on the Glossary and Menu of Options, below, for details). Section 2.7: Monitoring and Reporting TDM monitoring consists primarily of biannual (every two years) surveys of employees asking them how they get to work, in order to determine mode share/shift. I think this should be annual—at least for the first several years—to ensure progress tracking. Beyond that, there is a reference to a “status update” on “non-infrastructure” strategies. However, it is my understanding that the update will only require a report on whether the strategy was implemented—not whether it is actually working. To the extent reasonable for the individual measures included in the TDM plan, the monitoring and reporting should include data that allows assessment of the success or failure of the plan. • Examples: If unbundled parking fees are part of a TDM plan, then the number of parking spots purchased should be monitored—not just the fact that a fee is being charged. If a shared vehicle or ridesharing is part of the TDM plan, the monitoring should include an accounting of the actual number of shared vehicle trips taken—not just whether a shared vehicle or service was 5 available. If the availability of transit passes is part of the TDM plan, then the number of transit passes sold (or provided free or with a subsidy), as well as changes in ridership at the proximal transit stops, should be monitored—not just whether passes were available. Etc. Enforcement The enforcement section needs to be expanded with much greater detail. Monetary (or similar) penalties should be imposed for any failures to report in a timely fashion. If individual measures are not reaching their goals, then the TDM plan must be revised to bolster the measures or switch to different ones. Staff reporting Staff should report annually to the Traffic and Mobility Commission and City Council a list of all TDM and VMT mitigation plans in effect and their status, including the results of travel mode surveys and performance of individual measures. Appendices A and B: Glossary and Menu of Options The definitions of several of the individual TDM strategies need to be tightened up to prevent inappropriate claims for TDM points, multimodal level of service (MMLOS) points, or VMT reductions based on TDM strategies, including the following specific examples: 1. The Marja Acres project claimed a very large “mixed-use” VMT reduction for a commercial retail site across and down the street at Robertson Ranch, which may never actually be developed and is not under the control of the Marja Acres developer. There will be no consequences to Marja Acres if it is never developed. Developers must be made responsible for ensuring that all TDM strategies in their plans, which are not under their direct control, must be implemented, or that the TDM plan must be altered if they are not implemented within a reasonable period of time. 2. The West Oaks project claimed a very large VMT reduction for an unbundled parking program ($100 per parking space) with a goal of substantially reducing car ownership. However, they are being allowed (and encouraged) to build almost as many parking spaces as if the program did not exist, and they are not being required to track and report parking space usage/vehicle ownership to see if the program works. 3. The West Oaks project also claimed a VMT reduction for a car-sharing program (defined in the guidelines as a “…project to allow people to have on-demand access to a shared fleet of vehicles on an as-needed basis”) that includes only a single vehicle to be shared by their 192-unit apartment complex. 4. The West Oaks project also claimed a VMT reduction for a Neighborhood Electric Vehicle (NEV) Network that also allows them to take additional VMT reductions, even though they are only providing eight e-bikes. NEVs are defined under the California Vehicle Code as four-wheeled, 6 electrically powered vehicles that conform to federal automobile safety standards, and the guidelines define the program as “individually owned” NEVs operating on a dedicated street network with special striping and signage. • Note that the traffic consultant (Fehr & Peers) that wrote Carlsbad’s VMT Analysis Guidelines have a Technical Memorandum dated February 2019 that concludes that allowing even real NEV network-based mitigation claims is “not recommended without supplemental data,” because evidence is “weak” that they work. Ironically, though, it was this same consultant that concocted the non-validated e-bike/ NEV Network equivalency scheme for West Oaks, and they provided no supplemental data to support it. 5. The BMW Carlsbad project had to achieve MMLOS “D” for transit given its location adjacent to transit-prioritized Cannon Road. They claimed 60 transit MMLOS points (enough to achieve grade “D” without any other measures) by claiming that they would have an “on-demand rideshare program.” However, the explanation of this program was that they would have spaces reserved in their parking lot for (voluntary) employee carpooling. That is not an “on-demand rideshare program,” which is meant to replace transit service. 6. The Amazon Parking Lot project claimed 1 TDM point for having a transit shelter, but then also claimed 5 “innovation” points (on a scale of 1-5) for having that same shelter. When I asked staff to justify the 6 total points just for a transit shelter. With a creative explanation, the maximum of 5 “innovation” points can arbitrarily be used with many strategies to pad TDM point totals. OTHER TDM-RELATED RECOMMENDATIONS Improvements to alternative travel modes, independent of MMLOS grades If any proposed TDM strategy relies on pedestrian, bicycle, or transit facilities, then those facilities should be improved proportionally, regardless of whether the relevant street facilities are prioritized for those modes of travel under the Mobility Element, and regardless of whether they meet the city’s minimum MMLOS standard. Reduce changes to TDM plans after public review I am also concerned that the resolutions adopted by the decision-making bodies (Planning Commission or City Council) that have undergone public review always state that a revised TDM plan can/will be re- submitted later when permits are issued, and that the TDM plan also can be changed at the sole discretion of the City Engineer. The City Engineer has completely waived TDM requirements in the past, and there seems to be little guarantee on what will happen in the future. I recommend reducing the discretion of the developer and City Engineer to change/waive TDM plans. 7 • Example: The Casa Aldea (Cannon Senior Housing) residential development was conditioned in 2016 (Condition #40) to pay—to the satisfaction of the City Engineer—both TDM and Transportation Systems Management (TSM) fees into the TIF Program that was supposedly being updated at the time. However, the City still hasn’t updated the TIF Program, and the City Engineer effectively waived the requirement of the fee payments when the permits were issued to build the project because of staff’s own failure to update the program.