HomeMy WebLinkAbout2022-12-05; Traffic and Mobility Commission; ; Update of the Transportation Demand Management Handbook and Overview of the Employer Survey Results
Meeting Date: Dec. 5, 2022
To: Traffic and Mobility Commission
Staff Contact: Nathan Schmidt, Transportation Planning and Mobility Manager
Nathan.schmidt@carlsbadca.gov, 442-339-2734
Subject: Update of the Transportation Demand Management Handbook and
Overview of the Employer Survey Results
District Citywide
Recommended Action
Receive a presentation on the citywide Transportation Demand Management Program and
provide input to city staff on the updates to the Transportation Demand Management
Handbook
Executive Summary
Transportation demand management, or TDM, describes the use of policies, strategies, and
programs to shift single-occupancy vehicle, or 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 over three years of applying these program requirements
to development projects, city staff has proposed the numerous updates to the City’s TDM
Handbook based on these experiences and feedback provided by the Traffic & Mobility
Commission when this item was originally presented to the Commission on September 9, 2021.
This item is intended to both review the proposed updates to the TDM Handbook and to
provide the Traffic & Mobility Commission with an overview of the city’s TDM program and
latest employer survey results.
Dec. 5, 2022 Item #6 Page 1 of 137
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, or GHG. TDM is an
important strategy in the city’s adopted Climate Action Plan. Transportation accounts for
nearly 40 percent of GHG 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, or 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 Level of Service, or 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 updated TDM Handbook with proposed revisions, 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.
Dec. 5, 2022 Item #6 Page 2 of 137
• 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 Handbook Updates
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 three 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 feedback provided by the Traffic and
Mobility Commission and lessons learned from these experiences include the following:
• Residential Projects: Created new chapter to address residential TDM per feedback from
the Traffic & Mobility Commission and as required by the Mobility Element Policy 3-
Dec. 5, 2022 Item #6 Page 3 of 137
P.11. This chapter provides specific guidance, requirements, tier levels and TDM
measures for the unique travel behavior of residential developments.
• Clarification on the methods used to calculate a project’s trip generation
• Clarified the TDM plan review and approval process by providing detailed steps. 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.
• 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.
• Added a new requirement where speculative projects need to include TDM
requirements in leases.
• Clarified that enforcement of the TDM requirements include surveying and monitoring.
• Provided more guidance on specific TDM measures such as secure and public bike
parking, micromobility parking, transportation subsidy/incentives budget, marketing,
and outreach.
TDM Program and Monitoring
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.
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.
Dec. 5, 2022 Item #6 Page 4 of 137
Under the Carlsbad TDM ordinance, properties/employers with an approved TDM plan are
required to prepare a baseline commute survey within one year of reaching 75% occupancy or
within 18 months of initial occupancy, whichever occurs first. Properties conduct follow-up
surveys every two years to gauge progress towards the sustainable transportation mode share
goals identified by the city of Carlsbad (See Table 1 below). Along with the survey results,
properties submit a status report documenting the implementation status of their TDM plan
strategies. Properties that fail to reach their mode share goals during their follow-up surveys
may have to amend their TDM plan to improve their progress towards the goal. A summary of
the preliminary results of the latest round of these employer survey are provided in Exhibit 5.
Table 1: Carlsbad Sustainable Mode Share Goals
Period in which Reporting
Falls
New Developments Existing Buildings / Tenant
Improvements
Present till 2025 25 % 24 %
2025 - 2029 30 % 26 %
2030 – 2034 35 % 28 %
2035 and beyond 40 % 30 %
Next Steps
Staff will finalize updates to the TDM Handbook based on comments received from the public
and the Traffic and Mobility Commission. Staff will return to the Traffic and Mobility
Commission on an annual basis to report back on the results on of the TDM monitoring surveys
and any additional updates to the TDM Handbook.
Exhibits
1. City Council Ordinance No. CS-350
2. TDM Plan
3. TDM Handbook (with revisions shown in track changes)
4. Minutes of Sept. 7, 2021, Traffic & Mobility Commission meeting
5. TDM Plan Monitoring Summary: Fall 2022
Dec. 5, 2022 Item #6 Page 5 of 137
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 3 of 6
Dec. 5, 2022 Item #6 Page 6 of 137
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 4 of 6
Dec. 5, 2022 Item #6 Page 7 of 137
"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 of the 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 5 of 6
Dec. 5, 2022 Item #6 Page 8 of 137
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:
ABSENT:
Hall, Blackburn, Bhat-Patel, Schumacher, Hamilton.
None.
None.
APPROVED AS TO FORM AND LEGALITY:
CELIA A. BREWER, City Attorney ~2:v)ldR
MATT HALL, Mayor
(SEAL)
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March 12, 2019 Item #8 Page 6 of 6
Dec. 5, 2022 Item #6 Page 9 of 137
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
Dec. 5, 2022 Item #6 Page 10 of 137
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
Dec. 5, 2022 Item #6 Page 11 of 137
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
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Transportation Demand Management
Handbook
Version 2.0
Exhibit 3
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Carlsbad TDM Handbook
July 2018October 2022 | i
Contents
1 Carlsbad TDM Overview .....................................................................................................................2
2 Carlsbad TDM Ordinance ...................................................................................................................8
3 General Plan Mobility Element TDM Plan Requirement ............................................................... 2221
4 TDM Business Outreach Program ................................................................................................. 3532
Figures
Figure 1‐1 TDM Concept ..................................................................................................................... 5
Figure 2‐1 Benefits of TDM ................................................................................................................. 6
Figure 5‐1 Campus Bikeshare ....................................................................................................... 3734
Figure 5‐2 Complimentary Bikeshare for Common Grounds Members. ...................................... 3936
Appendices
A. Strategy Details and Guidance ..................................................................................................... A1
B. Alignment with Local, Regional, and State Plans ............................................................................ B1
C. TDM Plan Template for Non‐Residential Projects ............................................................................ C1
D. TDM Plan Template for Residential Projects .................................................................................. D1
E. Glossary of Terms ......................................................................................................................... E31
F. TC Designation Form ....................................................................................................................... F1
Dec. 5, 2022 Item #6 Page 14 of 137
Carlsbad TDM Handbook
2
1 Carlsbad TDM Overview
1.1 Introduction
As Carlsbad becomes an increasingly desirable place for people to live, work, and play, it is
important that the city balances growth and economic opportunity with demand on roadway
and parking infrastructure and a responsibility to achieve environmental targets. At the same
time, innovation across the mobility landscape is accelerating at a rapid pace, adding new and
emerging approaches and technologies, such as microtransit, shared mobility, remote work,
and advances in autonomous vehicles.
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 Transportation Demand Management (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. TDM policies and programs encourage
people to drive less and walk, bike, ride transit or carpool more.
The citywide TDM plan describes the city’s strategic approach to implementing TDM to
meet the requirements of Measure K-1 and K-2 and City Council Policies. The plan identifies
four strategic areas: infrastructure, regulations & policies, guiding resources and the larger
TDM program.
The City of Carlsbad’s TDM Program was designed to implement the citywide TDM plan.
The program supports and implements policies set out in several important city planning and
policy documents and reinforces state and regional plans and programs, such as SANDAG’s
iCommute program, that promote equitable and sustainable development and increased
mobility options for all residents, workers, and visitors. Appendix B includes more detail on
how the TDM program aligns with local, regional, and state programs and plans.
The TDM program is measured by the percentage of trips made by alternative transportation
modes rather than by driving alone. The mode share goals for the TDM ordinance and the
TDM business outreach program are tied to the City of Carlsbad’s alternative mode share
goal identified in the 2015 CAP and will be adjusted should there be a change in future
editions of the CAP. The 2015 CAP set an overall alternative mode share goal of 32 percent
by 2035: 30% for existing non-residential buildings and 40% for new non-residential
buildings.
Generally, these different TDM requirements for the City of Carlsbad involve implementing
infrastructure and non-infrastructure TDM strategies through a TDM Plan registered with the
Dec. 5, 2022 Item #6 Page 15 of 137
Carlsbad TDM Handbook
3
Carlsbad Transportation Administrator and conducting regular surveys of employees to
ensure compliance. The TDM Plan, specifies the conditions – be it new development or
redevelopment, residential or non-residential – and the actions that must be taken. This
handbook also describes required TDM strategies which must be included in a TDM Plan and
optional TDM strategies which may be included in a TDM plan. City of Carlsbad staff
through the Carlsbad Commuter program are available to help implement business and
residential TDM Plans.
Are you developing a new residential or commercial development? Are you a transportation
coordinator that just got handed your organization’s TDM Plan? This TDM Handbook is a
resource designed to help you navigate TDM plan requirements as well as provide general
resources for the implementation of TDM strategies, thereby supporting the city’s
commitment to conservation and sustainability. The purpose of this handbook is to provide
an overview of what TDM is and its importance to Carlsbad, establish rules and procedures
for the administration of the TDM ordinance, and to make it easy for Carlsbad businesses to
comply with these requirements. The TDM Handbook will be updated by city staff as
needed, to meet the goals and objectives of the CAP and other city initiatives.
TDM Ordinance and Plan Requirement
The TDM ordinance (Measure K-2) was approved in the spring of 2019 and became effective
on April 11, 2019. The general purpose of the TDM ordinance is to establish regulatory
TDM requirements for new non-residential developments and redevelopments in the City of
Carlsbad. The TDM ordinance requires non-residential developments that generate 110 or
more average daily employee trips to prepare a TDM plan. If a project triggers both the TDM
ordinance and the General Plan Mobility Element TDM plan requirement, a TDM plan shall
be prepared in accordance with the requirements of the TDM ordinance. This handbook is
incorporated by reference into the TDM ordinance and elements of the handbook are
enforceable.
General Plan Mobility Element TDM Plan Requirement
Residential and non-residential new developments that do not fall under the TDM ordinance
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. If a project triggers both the TDM ordinance and
the General Plan Mobility Element TDM plan requirement, a TDM plan shall be prepared in
accordance with the requirements of the TDM ordinance.
TDM Business Outreach Program
The TDM Business Outreach Program provides support to implement TDM, meet the goals
of the Climate Action Plan, and ultimately works together with planned infrastructure
improvements to reduce single-occupancy vehicle trips.
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The program, called Carlsbad Commuter, is provided by the city as a service to support
developers, property managers, and employers. It provides outreach and support to local
employers to help improve transportation options for their workers. The program also
provides assistance to developers with the implementation of site-specific plans required by
the TDM ordinance.
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.
TDM Residential Outreach
The citywide TDM program also includes outreach to residents via schools and HOAs.
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 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. TDM is
generally not about building new roads or bike lanes or operating travel services. It’s about
using subsidies, policies, and education to make the transportation system that we have work
better. Less time spent in a car 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 increasing mobility, decreasing vehicle miles
traveled (VMT), and decreasing greenhouse gas (GHG) emissions.
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Figure 1‐1 TDM Concept
Effective TDM is Multi‐Faceted and Comprehensive
A robust TDM program incorporates a variety of interventions to promote sustainable
choices during the transportation decision-making process. TDM interventions could include
onsite TDM-supportive amenities 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. Different types of TDM interventions reinforce one
another to create a comprehensive program that supports a range of transportation modes.
1.3 Types of TDM Strategies
TDM strategies can be implemented at the site, district, city, or regional level. This handbook
focuses on strategies that are implemented at the site level by businesses or residential
properties. Strategies typically fall into two categories:
Site-specific infrastructure strategies support alternative travel to and from the site.
They include bike parking, showers and lockers for individuals biking or walking to
work, preferential carpool and vanpool parking, bike and pedestrian connections
across a site or to the citywide bike and pedestrian network, and onsite amenities that
reduce employee or resident trips, such as fitness centers, coffee shops,
restaurants/cafeterias, ATMs, or similar services.
Non-infrastructure strategies incentivize alternative travel by employees and
residents. They include alternative transportation subsidies, ridematching services to
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facilitate carpooling, guaranteed ride home programs, and marketing and outreach
events and programs.
A comprehensive list of strategies eligible for mandated TDM plans is available in Appendix
A.
1.31.4 Benefits of TDM
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.
Figure 2‐1 Benefits of TDM
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For examples of the benefits of implementing a TDM Plan at your work site, please refer to
Section 4.4 Case Studies.
1.41.5 Who should implement TDM Strategies?
TDM strategies can be implemented by and tailored to employers of all sizes, schools, and
residential properties. Many strategies are low-cost interventions and can be implemented
without large upfront investments.
This handbook provides information and resources to all developers, property managers,
homeowners associations, schools, and employers doing business in the City of Carlsbad.
Whether you are required to prepare and implement a TDM plan or are interested in
improving commute options for employees, guidance and resources for all scenarios are
covered in this document.
Refer to Section 2 Carlsbad TDM Ordinance for information about who the
ordinance applies to and step-by-step guidance for compliance.
Refer to Section 3 General Plan Mobility Element TDM Plan Requirement for
information about developments required to prepare a TDM plan under the General
Plan Mobility Element.
Refer to Section 4 TDM Business Outreach Program for information about the
TDM program available for all employers and property managers located within the
City of Carlsbad.
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2 Carlsbad TDM Ordinance
2.1 Background
The TDM ordinance was approved in the spring of 2019 and became effective on April 11,
2019. The general purpose of the TDM ordinance is to establish regulatory development
requirements for TDM in the City of Carlsbad. The TDM ordinance places requirements on
non-residential development that is anticipated to generate 110 or more average daily
employee trips.
The 110-employee trip threshold was chosen to align with the Governor’s Office of Planning
& Research’s Technical Advisory document on evaluating transportation impacts in CEQA.
The focus on employee trips only acknowledges that employers can significantly influence
how employees travel with TDM strategies while having far less ability to influence how
customers and visitors travel. That document, released in December 2018, identified that
projects generating fewer than 110 average daily trips could generally be assumed to cause a
less than significant transportation impact.
1.52.2 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 Mobility
Plan
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.
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2.3 Relationship of the Ordinance to Other TDM Mitigation
Measures
Carlsbad’s Multimodal Level of Service (MMLOS) mitigation measures and California
Environmental Quality Act (CEQA) mitigation measures may result in implementation of
TDM measures. These present separate pathways to TDM implementation aiming to achieve
different goals than the TDM ordinance. However, some measures may be eligible to count
towards the total number of points required in the TDM plan, provided they adhere to the
requirements of the TDM measure as detailed in this handbook. Regardless of the source of
the TDM measure requirement, all TDM strategies associated with a specific project are
contained in a single TDM plan to be implemented and monitored in accordance with the
details contained in the TDM plan. TDM measures will be reviewed and approved according
to the requirements of the specific pathway the measure is proposed to satisfy. TDM
measures used to meet CEQA requirements must remain in perpetuity with the project.
1.62.4 Thresholds for Compliance
Proposed non-residential development projects with trip generation estimates of 110 average
daily employee trips (ADET) or more are subject to the transportation demand management
(TDM) ordinance and are required to complete and implement a 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:
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. The square footage used to calculate the trip generation estimate for tenant
improvements is based on the floor area of the improvement, not the square footage of the
entire building. No credit for daily employee trips is given for existing uses that are replaced
by a proposed project. Similarly, some infrastructure improvements are sized based on the
square footage of the improvement. However, the TDM plan is applicable to all an
employer’s employees at the site. While requirements for infrastructure improvements are
correlated to the size of the tenant improvement, programmatic measures are expected to be
available to all employees at the site.
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1.6.12.4.1 Tiered Requirements
TDM requirements for new developments vary by by development type and the expected
average daily employee trips. All developments that meet the threshold of 110 employee
ADTADET are required to submit a TDM plan using the TDM Plan Template for Non-
Residential Projects and are subject to the monitoring and reporting schedule described in
section 2.8.
Table 2‐1 TDM Plan Applicability
ADTADET New Development/
Tenant Improvement
<110 Exempt
110 ‐ 220 Tier 1
221 ‐ 275 Tier 2
>275 Tier 3
Average daily employee trips will be calculated using the employee ADTADET estimations
in Table 2-2. Uses not listed may be subject to special consideration; contact city staff for
further information. For projects with multiple uses, calculate ADET based on the square
footage for each use.
Table 2‐2 Employee ADTADET Estimation for Various Commercial Uses
Use Emp ADTADET for
first 1,000 sq. ft.
Emp ADTADET/
1000 sq. ft.
thereafter1
Office‐ all uses2 13.0 13.0
Restaurant 11.0 11.0
Retail3 8.0 4.5
Industrial 4.0 3.5
Manufacturing 4.0 3.0
Warehousing 4.0 1.0
Example 1: a 23,000 sq. ft. retail development would be estimated to generate 107 trips:
8 trips for the first 1,000 sq. ft. and 99 for the next 22,000 sq. ft. (23,000/1,000 * 4.5).
1 Unless otherwise noted, rates estimated from ITE Trip Generation Manual, 10th Edition
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.
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Example 2: a 100,000 sq. ft. warehouse with 5,000 sq. ft. of office would be estimated to
generate a total of 168 ADET: 65 trips for the office use (5,000/1,000 * 13) plus 4 trips for
the first 1,000 sq. ft. of warehousing plus 99 trips for the remaining 99,000 sq. ft. of
warehousing (99,000/1,000 * 1).
1.72.5 TDM Plan Requirements
The following TDM plan elements are required. They are further described in the TDM Plan
Template (Appendix C). Some projects may be identified as unique by city staff and may be
subject to a case-by-case analysis of TDM plan requirements.
Existing conditions and context
Agreement to implement the following required strategies:
o Designating a transportation coordinator (TC). The TC must attend an
introductory TC meeting and completing a TC training
o Distributing transportation options information to new employees
o Coordinating with the city’s business outreach TDM program (Carlsbad
Commuter), including attending at least one event or meeting and
participating in/promoting at least two citywide TDM events per year.
o Shell buildings and multi-tenant buildings only: Requiring TDM
participation by tenants via lease language. At a minimum, tenant must agree
to provide a current contact, participate in promoting the project’s TDM
strategies and sustainable transportation, and distribute and promote surveys
to their employees to comply with monitoring. Note that the building owner
remains responsible for TDM plan compliance and must provide a
transportation coordinator. Note: Tenants applying for a building permit have
the option to choose the property’s TDM plan or create their own. If they
trigger a higher tier level, they must create their own TDM plan for city
approval.
A selection of infrastructure improvements and non-infrastructure strategies must be
chosen to supplement the required strategies and achieve the number of points
detailed in Table 2.3. The number of points available for different strategies roughly
correspond to each strategy’s trip reduction potential.
Table 2.3: Required Points by Tier
Required Points Elective Points Total Points
Tier 1 4 2 6
Tier 2 4 5 9
Tier 3 4 14* 18
*Tier 3 projects must gain at least six points through infrastructure strategies and Tier 1 and 2
projects must select from both infrastructure and non-infrastructure strategies, unless otherwise
approved by the City of Carlsbad.
Formatted: Bulleted + Level: 2 + Aligned at: 0.75" +Indent at: 1"
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Agreement to adhere to monitoring and reporting requirements as described in
Section 2.8.
The strategies selected may be changed in the future by amending the TDM plan
according to the process laid out in Section 2.8.
1.82.6 TDM Plan Review and Approval Process
Discretionary Permits (if applicable)
1. Prior to submittal of an application for the permit, confirm applicability of TDM
ordinance
a. Use the Development Permits P-2 form to determine if the project is subject to
the TDM ordinance.
b. All projects subject to the TDM Ordinance are required complete
development of a preliminary TDM plan prior to discretionary approval.
1.2.Pre-application consultation:
a. Prior to submittal of an application for permit, project applicants are
encouraged to take advantage of a preapplication consultation with the City of
Carlsbad or the Carlsbad TA.
b. To start the process, applicants are encouraged to email
landdev@carlsbadca.gov to coordinate TDM requirements related to the
project prior to submittal of their draft plan.
2.3.Draft Preliminary TDM Plan Review:
a. The draft preliminary TDM plan is submitted for reviewreviewed along with
other application materials in the Planning division submittal package.
Comments will be provided via the submittal package comment letter.
b. Once the draft preliminary plan has addressed all city comments, it will be
approved as a preliminary TDM plan.
3.4.Requirements Following Preliminary Plan Approval:
a. The project will be conditioned to submit a final TDM plan to the satisfaction
of the City Engineer prior to occupancy of an associated building permit. This
step allows for updates to the preliminary plan once one or several tenants
have been identified.
b. TDM requirements following discretionary approval are outlined in the
Building Permit process below.
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Building Permits
Plan Initiation: Prior to Building Permit Issuance
1. TDM Plan Consultation
a. Prior to issuance of a building permit, all projects subject to the TDM
ordinance are required to complete a consultation with city staff regarding
submittal of the TDM plan. To do so, project applicant or TDM plan preparer
shall email landdev@carlsbadca.gov to request a consultation with city staff.
i. For projects beginning development of a TDM plan, a consultation
between the plan preparer and city staff or the Carlsbad TA must occur
prior to building permit issuance.
i.ii. Applicants must identify infrastructure strategies before building
permit issuance and discuss and email them to the Carlsbad TA for
preliminary approval. These infrastructure strategies will need to be
incorporated into the building plan set.
ii.iii. For projects that have an approved preliminary TDM plan, a
consultation between a developer representative and city staff must
occur and infrastructure strategies shall be incorporated into the
building plan set. prior to building permit issuance.
Building Permit IssuancePrior to Building Permit Final and Occupancy
2. TDM Plan Development
a. The Carlsbad TA is available to assist with the completion of the draft plan.
b. For projects without a preliminary plan, applicant submits a draft of the final
plan using this templatethe template in Appendix C with supporting
documentation to the Carlsbad TA with supporting documentation for review
and receives feedback. To prevent delay to occupancy, the draft plan shall be
submitted at the latest 6 weeks before occupancy is expected.
c. For projects with an approved preliminary TDM plan, the the preliminaryfinal
TDM plan will shall be submitted to city staff for review and approval.
d. The final plan must address all comments received and must be submitted
with the required signatures prior to approval.
3. Pre-Occupancy Site Inspection
a. TDM plans with infrastructure strategies must complete a successful pre-
occupancy inspection prior to approval. During the inspection, the presence
and proper installation of infrastructure and physical elements are verified.
b. If the infrastructure has not been installed per the TDM plan, modifications to
the infrastructure or to the TDM plan may be required.
c. TDM plans that do not include infrastructure strategies do not require a pre-
occupancy inspection before approval.
4. Plan Approval and Implementation
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a. After all comments have been addressed and infrastructure strategies have
been installed strategies have been verifiedper the plan, the TDM plan will be
signed by a city representative. The approved TDM plan will be distributed to
appropriate individuals. Occupancy is granted following TDM plan approval.
b. The city provides implementation and monitoring assistance to applicants via
the TDM business outreach program Carlsbad Commuter.
1.92.7 Strategy Selection
All TDM plans require the selection of strategies in addition to the required ones. This
section describes the required strategies and includes a menu of infrastructure and non-
infrastructure strategies available to fulfill the plan requirements. Reference Appendix A for
detailed guidance and standards for each strategy. All projects are encouraged to select
strategies from both menus; however, Tier 3 developments must achieve a minimum of six
points through infrastructure strategies, unless otherwise approved by city staff.
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 of strategies 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 application, however, a property owner may file a TDM plan
update application containing revised strategies at any time for review and approval by the
city.
1.9.12.7.1 Required Strategies
As laid out in Table 2-4 below, required strategies yield 4 points towards the required
number of points.
Table 2‐4 Menu of TDM Strategies: Required Strategies
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
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Category Name Description Points
Citywide TDM
Program
Active participation in the citywide TDM program. 2 Required for Shell and Multi‐Tenant Buildings TDM in Leases and
Purchase
Agreements
Establish requirements in leases and unit purchase
agreements that bind tenants to provide TDM services. 1
Designated Transportation Coordinator (TC)
All developments are required to designate a 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. The
designated TC should be on-site, unless otherwise approved by the City of Carlsbad. The TC
ensures compliance with City of Carlsbad TDM Plan requirements and must attend an
introductory meeting and complete a TC training.
This requirement is active for the life of the TDM plan and must be in place prior to
occupancy. If a property changes hands, a new property manager is hired, or staff turns over,
a new TC must be designated using the TC designation form in Appendix F.
Plan Guidance: Complete the TC Designation Form.
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.
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/promote at
least two events held by the citywide TDM program.
TDM In Leases (New Shell Buildings and Multi‐Tenant Buildings Only)
Establish requirements in lease agreements that require tenants to implement and promote the
strategies detailed in the approved TDM plan and comply with the monitoring requirements,
such as distributing an employee commute survey and achieving required response rates.
Lease agreements must include a copy of the TDM plan and specify which TDM plan
commitments must be implemented by the tenant. Note that tenants applying for a building
permit have the option to choose the property’s TDM plan or create their own. If they trigger
a higher tier level, they must create their own TDM plan for city approval.
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Plan Guidance: Provide language that will be included in the lease that details the
requirements above, describes for which strategies the tenant(s) will be responsible, and note
that lease agreements will be accompanied by the approved TDM plan.
1.9.22.7.2 Infrastructure TDM Selections
In the case of a tenant improvement, if the tenant has access to any infrastructure amenities
listed in Table 2-5, 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.
Please refer to Appendix A for a detailed description of each strategy, applicability,
minimum standards, and plan guidance. Points will be awarded based on whether the
measure meets the standards and guidance laid out in Appendix A.
Table 2‐5 Menu of TDM Strategies: Infrastructure Strategies*
Category Name Description Points Infrastructure Secure Bike
Parking
Provide a secure, weather‐protected bike cage or bike
room for employees.
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 shall include repair stands, air pumps, and
other tools and resources necessary to quickly repair a
bike.
1
Micromobility
Parking
Provide parking and charging for micromobility devices,
e.g., dockless bike share, e‐bikes, e‐scooters, and docked
bike share.
1
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
Car Share Parking
and Vehicles
Provide one or several car share vehicles along with
preferential parking that is close to the building entrance,
covered, or otherwise preferable.
1‐2
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End of Trip
Facilities
Provide showers, lockers, 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 workday.
1‐2
Bicycle and
Pedestrian
Connections
Improve pedestrian and bicycle connectivity
onsite/adjacent to the site consistent with the city’s
Sustainable Mobility Plan and related bicycle and
pedestrian planning efforts. Provide direct routes from
public sidewalks to each building in the project.
1
Passenger Loading
Zone
Provide signed passenger loading curb space for shuttle,
microtransit, ride‐hailing or carpooling 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 applicant should work with the TA to identify a suitable alternative.
1.9.32.7.3 Non‐Infrastructure TDM Selections
The strategies in Table 2‐6 Menu of TDM Strategies: Non‐Infrastructure Strategies*
Table 2-6, the non-infrastructure menu, and discussed in detail in the next section are
organized into the following categories: amenities, policies, developer/employer programs,
employer programs, partnerships, and innovation. A well-rounded, effective, and sustainable
TDM plan includes complementary strategies from multiple categories.
Please refer to Appendix A for a detailed description of each strategy, applicability,
minimum standards, and plan guidance. Points will be awarded based on whether the
measure meets the standards and guidance laid out in Appendix A.
Table 2‐6 Menu of TDM Strategies: Non‐Infrastructure Strategies*
Category Name Description Points Amenities Micromobility Fleet Provide e‐bikes, e‐scooters, or other
micromobility devices to employees for business
and personal use during the workday.
1‐2
Real‐Time Travel
Information Screens
Provide displays in key locations in
developments which display real‐time
information about transportation
services. Screens must cover three different
travel options and be located in high‐traffic
areas (i.e., building lobby, elevator, mail kiosk).
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 workday.
1
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Subsidy/ 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 program
to educate commuters about the transportation
programs and services available to them and to
encourage sustainable travel choices.
1‐4
Ridematching
Services
Develop an internal ridematching program or
promote existing ridematching platforms, such
as Carlsbad Commuter.
1
GRH Services Develop an internal guaranteed ride home
program or utilize SANDAG’s GRH program. 1
Establish and
Maintain
Partnerships with
Area
Businesses/Properties
Create and implement TDM cost sharing
partnerships with area businesses/properties to
address shared trip mitigation resources and
efforts. Example: joint shuttle to train station.
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 a shuttle
service, micro‐mobility, dynamic ridesharing,
and other services.
1‐5 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/alternative work schedules
that allow employees to work longer hours and
fewer days during a week or two‐week period.
1‐2
Alternative
Transportation
Incentive
Offer cash payments to employees who do not
drive alone, such as parking cash out. 1‐10
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 are
available to them.
1
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19 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 applicant should work with the TA to identify a suitable alternative.
1.102.8 Monitoring, Reporting, Amendments, and Enforcement
2.8.1 Duration of the TDM Requirement
TDM plans for new developments remain in place for the life of the development regardless
of ownership, though it may be amended for a variety of reasons (see Section 2.8.3). If the
property is sold, the new owner may choose to file a TDM plan amendment or prepare a new
TDM plan. Any changes in ownership or property management require the designation of a
new TC.
TDM plans for tenant improvements remain in place for the life of the tenancy and do not
transfer to a new tenant.
2.8.2 Monitoring and Reporting Requirements
All development projects subject to the TDM ordinance must implement the strategies
approved in the plan. Upon plan approval, the TC shall conduct a baseline employee
commute survey and follow-up surveys every two years. 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.
The baseline survey must be conducted within 12 months of reaching 75 percent occupancy
or within 18 months of initial occupancy, whichever occurs first. Developments with
multiple buildings or phases must 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. If specified in the TDM plan, leases may stipulate that
the employer tenant(s) will administer employee commute surveys on the same schedule.
Carlsbad’s Transportation Administrator tracks the monitoring periods for each project and
will contact the development’s Transportation Coordinator to ensure compliance with TDM
Plan monitoring requirements. The city will provide a survey template and specific
instructions to facilitate and standardize data collection and reporting.
All employee commute surveys shall achieve a minimum confidence interval of 5 percent at
the 95 percent confidence level, or a 40 percent response rate, whichever number is higher,
unless otherwise specified by the City of Carlsbad. The survey shall be conducted in the
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spring (April) or in the fall (September), unless otherwise directed by the city, with
subsequent surveys conducted during the same 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 GoalsTable 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 comply.
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%
2.8.3 TDM Plan Amendments
An approved TDM plan may be amended for the following reasons:
Designation of a new transportation coordinator
A strategy may become unavailable or ineffective and must be replaced by another
TDM strategy
New strategies or transportation options become available as technology changes
The plan fails to reach its mode share goal
If the property is sold, the new owner may choose to file a TDM plan amendment or
prepare a new TDM plan
Future tenant improvements at employers with an approved TDM plan require
additional TDM infrastructure due to insufficient capacity or significant employee or
visitor growth
Amendment process:
1. To update the Transportation Coordinator: email the completed and signed TC
Designation Form (Appendix F) to landdev@carlsbadca.gov.
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2. To amend a TDM plan: email landdev@carlsbadca.gov to start the amendment
process. City staff will reach out to assist with the amendment process.
1.10.12.8.4 Enforcement
Projects are subject to physical inspection or audit to ensure that TDM infrastructure and
amenities remain available at the property. 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.or to achieve the required response rate will
result in the actions described below.
1. Failure to achieve the required response rate by less than 10 percentage points:
a. The difference between the percentage of survey respondents and the goal will
be recorded as drive alone trips.
2. Failure to achieve the required response rate by more than 10 percentage points:
a. The property will be required to conduct its survey again in the next survey
window.
b. Required compliance assessment with Carlsbad Commuter to be scheduled
within two weeks of the reporting deadline and completed within two months
of the reporting deadline.
3. Failure to participate in the survey:
a. The property will be required to conduct its survey again in the next survey
window.
b. Required compliance assessment with Carlsbad Commuter to be scheduled
within two weeks of the reporting deadline and completed within two months
of the reporting deadline.
Failure to maintain infrastructure and non-infrastructure elements of the plan, participate in
monitoring or achieve the mode share goal may trigger additional requirement by the TA or
enforcement actions pursuant to Chapter 18.51.080 of the Carlsbad Municipal Code.
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23 General Plan Mobility Element TDM Plan
Requirement
2.13.1 Background
Residential and non-residential development projects that do not fall under the ordinance
may be required to prepare a TDM plan under the General Plan Mobility Element. Section
3-P.11 contains the following requirement:
3-P.11 Require new development that adds vehicle traffic to street facilities that are exempt
from the vehicle LOS standard (consistent with 3-P.9) to implement:
a. Transportation demand management strategies that reduce the reliance on
single-occupant automobile and assist in achieving the city’s livable streets vision.
b. Transportation system management strategies that improve traffic signal
coordination and improve transit service.
2.23.2 Thresholds for Compliance
The TDM plan requirement above is applicable to all applicable projects that generate 110
or more average daily trips or 11 or more peak hour trips on the exempt street facility
segment. It applies to residential projects as well as commercial projects that may not meet
the employee ADT threshold required for participation in the ordinance but exceed 110
ADT or 11 peak hour trips on the exempt street facility. It may also apply to non-
residential portions of multi-use projects that generate 110 employee ADT. projects that
meet the threshold for average daily trips or peak hours trips per the Local Mobility
Analysis guidelines.
2.2.13.2.1 Tiered Requirements
Non‐Residential
Any non-residential projects that trigger a TDM plan requirement under the General Plan
Mobility Element but not under the TDM ordinance are required to complete a Tier 1 TDM
Plan using the instructions in this chapter.
Residential
Requirements for residential project vary by the number of dwelling units.
Table 3.1: Tiers by Number of Dwelling Units
Dwelling Units New Development
< 50 Tier 1
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50 ‐ 99 Tier 2
100 or more Tier 3
Mixed‐Use
Predominantly residential projects with a non-residential component that triggers the TDM
ordinance must prepare two TDM plans: one residential TDM plan to fulfill the General
Plan Mobility Element and one non-residential TDM plan to fulfill the TDM ordinance
(see section 2).
For predominantly residential projects that trigger the General Plan Mobility Element and
have a small non-residential component that does NOT trigger the TDM ordinance, the
projects must prepare a Mobility Element TDM plan covering the residential component
AND implement two infrastructure measures for the non-residential component, regardless
of the tier the project falls in. The infrastructure measures for the non-residential
component must be marked as such in the TDM plan and on the accompanying site plan.
Mobility Element TDM Plan Requirements
A Mobility Element TDM plan requires the following plan elements, which are further
described in Section 3.5 Section 3.6 and the Mobility Element TDM Plan Template
(Appendix D):
Existing conditions and context
Required strategies: Agreement to implement the following:
o Designating a transportation coordinator (TC). The TC must attend an
introductory TC meeting and completing a TC training
o Distributing transportation options information to new residents/employees
o Coordinating with the city’s business outreach TDM program (Carlsbad
Commuter), including attending at least one event or meeting and
participating in/promoting at least two citywide TDM events per year.
A selection of infrastructure improvements and non-infrastructure strategies that
will supplement the required strategies and achieve the following total number of
points:
Table 3.2: Required Points by Tier
Required Points Elective Points Total Points
Tier 1 4 2 6
Tier 2 4 5 9
Tier 3 4 8 12
In addition, residential projects with a small non-residential component that
do not trigger the TDM ordinance must implement two infrastructure
measures related to the non-residential component.
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Monitoring: Agreement to adhere to monitoring and reporting requirements as
described in Section 3.56.
2.33.3 TDM Plan Review and Approval Process
Discretionary Permits (if applicable)
1. Prior to submittal of an application for the permit, confirm applicability of the
General Plan Mobility Element Policy 3-P.11
a. Use the Development Permits P-2 form to determine if the project is subject
to the TDM ordinance.
b. All projects subject to the TDM Ordinance are required complete
development of a preliminary TDM plan prior to discretionary approval.
2. Pre-application consultation:
a. Prior to submittal of an application for permit, project applicants are
encouraged to take advantage of a preapplication consultation with the City
of Carlsbad or the Carlsbad TA.
b. To start the process, applicants are encouraged to email
landdev@carlsbadca.gov to coordinate TDM requirements related to the
project prior to submittal of their draft plan.
3. Preliminary TDM Plan Review:
a. The preliminary TDM plan is reviewed along with other application
materials in the Planning division submittal package. Comments will be
provided via the submittal package comment letter.
b. Once the preliminary plan has addressed all city comments, it will be
approved as a preliminary TDM plan.
4. Requirements Following Preliminary Plan Approval:
a. The project will be conditioned to submit a final TDM plan to the
satisfaction of the City Engineer prior to occupancy of an associated
building permit. This step allows for updates to the preliminary plan once
one or several tenants have been identified.
b. TDM requirements following discretionary approval are outlined in the
Building Permit process below.
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Building Permits
Prior to Building Permit Issuance
1. TDM Plan Consultation
a. Prior to issuance of a building permit, all projects subject to the TDM
ordinance are encouraged to complete a consultation with city staff
regarding submittal of the TDM plan. To do so, project applicant or TDM
plan preparer shall email landdev@carlsbadca.gov to request a
consultation with city staff.
i. For projects beginning development of a TDM plan, a consultation
between the plan preparer and city staff must occur prior to building
permit issuance.
ii. For projects that have an approved preliminary TDM plan, a
consultation between a developer representative and city staff must
occur prior to building permit issuance.
Prior to Building Permit Final and Occupancy
2. TDM Plan Development
a. The Carlsbad TA is available to assist with the completion of the plan.
b. For projects without a preliminary plan, applicant submits a draft of the final
plan using the template in Appendix D with supporting documentation to
the Carlsbad TA for review and receives feedback. To prevent delay to
occupancy, the draft plan shall be submitted at the latest 6 weeks before
occupancy is expected.
c. For projects with an approved preliminary TDM plan, the final TDM plan
shall be submitted to city staff for review and approval.
d. The final plan must address all comments received and must be submitted
with the required signatures prior to approval.
3. Pre-Occupancy Site Inspection
a. TDM plans with infrastructure strategies must complete a successful pre-
occupancy inspection prior to approval. During the inspection, the presence
and proper installation of infrastructure and physical elements are verified.
b. If the infrastructure has not been installed per the TDM plan, modifications
to the infrastructure or to the TDM plan may be required.
c. TDM plans that do not include infrastructure strategies do not require a pre-
occupancy inspection before approval.
4. Plan Approval and Implementation
a. After all comments have been addressed and infrastructure strategies have
been verified, the TDM plan will be signed by a city representative. The
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approved TDM plan will be distributed to appropriate individuals.
Occupancy is granted following TDM plan approval.
b. The city provides implementation and monitoring assistance to applicants
via the TDM business outreach program Carlsbad Commuter.
2.43.4 Strategy Selection
All Mobility Element 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 and non-infrastructure strategies available to fulfill the plan requirements. All
projects are encouraged to select strategies from both menus. Reference Appendix A for
detailed guidance and standards for each strategy.
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 of strategies 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 application, however, a property owner may file a TDM plan
update application containing revised strategies at any time for review and approval by the
city.
2.4.13.4.1 Required Strategies
As laid out in Table 3-1 below, required strategies yield 4 points towards the required
number of points.
Table 3‐1: Required TDM Strategies
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 Resident/
Employee
Transportation
Information
Distribute transportation options information provided
by the citywide program to new residents/employees. 1
Citywide TDM
Program
Active participation in the citywide TDM program. 2
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Designated Transportation Coordinator (TC)
All developments are required to designate a 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. The
designated TC should be on-site, unless otherwise approved by the City of Carlsbad. The
TC ensures compliance with City of Carlsbad TDM Plan requirements and must attend an
introductory meeting and complete a TC training.
This requirement is indefinite and must be in place prior to occupancy. If a property
changes hands, a new property manager is hired, or staff turns over, a new TC must be
designated using the TC designation form.
Plan Guidance: Complete the TC Designation Form.
Distribute New Resident/Employee Transportation Information
All developments subject to the TDM ordinance are required to ensure that transportation
options information is distributed to new residents/employees.
Citywide TDM Program
All developments are required to meet with the citywide TDM programs outreach staff on a
regular basis (at least annually) and participate in at least two events held by the citywide
TDM program.
2.4.23.4.2 Infrastructure Strategies
Applicants may select strategies from both infrastructure and non-infrastructure menus to
achieve the required point value. Some strategies only apply to residential or non-
residential uses and are listed as such. Unless approved by city staff, all Tier 2 and 3
plans shall select a mix of infrastructure and non-infrastructure strategies.
The applicant will work with the TA to determine infrastructure strategies and
infrastructure-related policies applicable to the site.
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.
Table 3-2 provides high level descriptions of the strategies and the point value. The section
following provides additional details on each strategy.
Table 3‐2: Infrastructure Strategies
Category Name Description Points All Properties Secure Bike Parking Provide a secure, weather‐
protected bike cage or bike
room for
residents/employees.
1
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Public Bike Racks Provide public bike racks near
the building entrances for all
cyclists.
1
Bicycle Repair Station Provide on‐site tools and
space for bicycle repair. Bike
repair stations shall include
repair stands, air pumps, and
other tools and resources
necessary to quickly repair a
bike.
1
Micromobility Parking Provide parking and charging
infrastructure for
micromobility devices, e.g.,
bike share, e‐bikes, and e‐
scooters.
1
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
Car Share Parking and
Vehicles
Provide one or several car
share vehicles along with
preferential parking that is
close to the building entrance,
covered, or otherwise
preferable.
1‐2
On‐site Amenities Provide onsite amenities for
residents/employees that
reduce the need to drive.
Residential examples include
a gym, pool, or business
office. Non‐residential
examples include onsite
childcare, restaurants and
shops, wellness centers, and
other employee convenience
services that reduce the need
to drive for errands during the
workday.
1
Bicycle and Pedestrian
Connections
Improve pedestrian and
bicycle connectivity onsite or
adjacent to the site consistent
with the city’s Sustainable
Mobility Plan and related
bicycle and pedestrian
planning efforts. Provide
direct routes from public
sidewalk to each building in
the project.
1
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Passenger Loading Zone Provide signed passenger
loading curb space for shuttle,
microtransit, ride‐hailing or
carpooling pick‐up/drop off.
1
Innovation Any other physical site‐
improvement at the property
to reduce single‐occupancy
vehicles will be considered.
1‐5 Residential Only Mixed‐Use Component Development contains
neighborhood‐serving uses,
such as on‐site childcare,
restaurants and coffee shops,
wellness centers, grocery
stores, banks/ATM, dry
cleaning, or similar services
that reduce the need for
residents to drive.
1
Delivery Supportive
Amenities
Provide amenities that
facilitate deliveries at multi‐
family properties. Offer secure
temporary storage for
package deliveries, laundry
service, or other deliveries,
temporary refrigerated
storage for grocery deliveries.
1 Non‐Residential Only 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
End of Trip Facilities Provide showers, lockers, and
changing rooms for
employees who use active
transportation to get to work.
1
2.4.33.4.3 Non‐Infrastructure Strategies
Table 3-3 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 applicant will work with the TA to determine strategies applicable to the
site.
Table 3‐3: Non‐Infrastructure Strategies
Category Name Description Points Formatted Table
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scooters, or other micromobility devices to
residents/employees on an hourly/daily basis.
1
Real‐Time Travel
Information Screens
Provide displays in key locations in
developments which display real‐time
information about transportation
services. Screens must cover three different
travel options and be located in high‐traffic
areas (i.e., building lobby, elevator, mail
kiosk).
1
Transportation
Subsidy/Incentives
Budget
Establish and spend budget to provide
subsidies for alternative travel modes.
Examples include providing
transit/carshare/bikeshare subsidies.
1‐3
Marketing and
Outreach
Implement a marketing and outreach
component to educate residents about the
transportation programs and services
available to them and to encourage
sustainable travel choices.
1
GRH Services Offer a guaranteed ride home program for
employees/residents. 1
Ridematching Develop an internal ridematching program or
promote existing ridematching platforms,
such as Carlsbad Commuter, to promote
carpooling among employees/residents
1
Establish and Maintain
Partnerships with Area
Businesses/Properties
Create and implement TDM cost sharing
partnerships with area businesses/properties
to address shared trip mitigation resources
and efforts. Example: joint shuttle to train
station.
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
shuttle service, micro‐mobility, dynamic
ridesharing, and other services.
1‐5
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Innovation Any other strategies to reduce single‐
occupancy trips to the property will be
considered. Strategies that have been
implemented successfully at other
developments, including other geographies,
are encouraged.
1‐5 Residential Only Provide onsite
affordable housing
30% or more units are dedicated to very low‐
income housing (<50% area median income
(AMI)).
1
Unbundled Parking Sell or rent parking space separately from
housing unit. Needs to include language that
prohibits car owners from parking on the
street/in the neighborhood.
2
Market to nearby
businesses/ Incentivize
living near work
Market the units to and offer incentives to
employees of businesses located within one
mile of the development.
1
SchoolPool Program Promote the practice of carpooling, walking,
and biking to school and provide a mechanism
for parents to organize and/or join
schoolpools, a walking school bus, or bike
train.
1 Non‐Residential Only 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 workday.
1
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/alternative work
schedules that allow employees to work
longer hours and fewer days during a week or
two‐week period.
1‐2
Alternative
Transportation
Incentive
Offer cash payments to employees who do
not drive alone, such as parking cash out. 1‐10
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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 are
available to them.
1
3.5 Monitoring, Reporting, Amendments and Enforcement
3.5.1 Duration of the TDM Requirement
TDM plans for developments remain in place for the life of the development regardless of
ownership. If the property is sold, the new owner may choose to file a TDM plan
amendment or prepare a new TDM plan. Any changes in ownership or property
management require the designation of a new TC.
For residential projects, the TDM plan must be incorporated by reference into the CC&Rs
to ensure implementation of the plan and to notify homeowners of the project’s TDM
requirements.
2.4.43.5.2 Monitoring and Reporting
All development projects subject to the TDM plan requirements under the General
Mobility Element policy must implement the strategies approved in the plan and are
subject to monitoring and biennial reporting as specified in the approved project TDM
plan. Reporting requires confirmation that implemented strategies remain in place and in
good condition. The city will provide a reporting template and specific instructions to
facilitate and standardize data collection and reporting.
3.5.3 TDM Plan Amendments
An approved TDM plan may be amended for the following reasons:
Designation of a new transportation coordinator A strategy may become unavailable or ineffective and must be replaced by another
TDM strategy
If the property is sold, the new owner may choose to file a TDM plan amendment
or prepare a new TDM plan
Amendment process:
1. To update the Transportation Coordinator: email the completed and signed TC
Designation Form (Appendix F) to landdev@carlsbadca.gov.
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2. To amend a TDM plan: email landdev@carlsbadca.gov to start the amendment
process. City staff will reach out to assist with the amendment process.
3.5.4 Enforcement
Projects are required to implement all TDM measures in accordance with the approved
project TDM plan. The project site is subject to physical inspection to ensure that TDM
infrastructure and amenities remain in place and in good condition. Projects that fail to
implement their required TDM measures are subject to enforcement measures prescribed in
the project conditions of approval and the city’s municipal code.
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34 TDM Business Outreach Program
3.14.1 Program Purpose
The City of Carlsbad provides a voluntary citywide TDM program to help employers and
property managers integrate TDM strategies into their business operations. The program,
Carlsbad Commuter, supports Measure K-1 of the Climate Action Plan, which requires the
adoption of a citywide TDM plan and is provided in collaboration with Life in Action.
Carlsbad Commuter is available to assist developers with implementation of their approved
TDM plan in accordance with the TDM ordinance.
Carlsbad businesses are strongly encouraged to participate in the voluntary TDM program.
In addition to the health, productivity, recruitment/retention, cost savings, and other
benefits to TDM programming, participating businesses will be recognized as champions
and leaders in the community.
In addition to business resources, Carlsbad Commuter also offers commuting resources
directly to those who live and work in Carlsbad.
3.24.2 Business Resources
The Carlsbad Commuter program aims to offer relevant and timely resources to businesses
and commuters. It focuses on providing implementation resources and is designed to adapt
to the needs of Carlsbad employers, employees, and residents. Examples of program
offerings include:
Ridematching tool to help commuters find carpool partners
Resources for implementing commute benefits
Trip tracking app allowing employees to earn prizes
Tips and tricks for more sustainable commuting
Expert assistance with implementing new programs, campaigns, or strategies
Remote and hybrid work resources
The Carlsbad Commuter program collaborates with the regional SANDAG iCommute
program. As a result, Carlsbad employers have access to both local and regional resources
to help implement TDM strategies and plans.
3.34.3 Get Started
Visit Carlsbad Commuter and learn more about the current offerings and gain access to
valuable additional resources services, and programs.
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3.44.4 Exemplary Business TDM Programs in Carlsbad
The City of Carlsbad’s business community is home to several employers with successful
TDM programs. Through partnerships with iCommute, Carlsbad Commuter and various
transportation services, these employers provide notable TDM programming at their
worksites and with their employees.
The following summaries of exemplary business TDM programs in Carlsbad were
generated prior to the COVID-19 pandemic. Their associated pandemic-related innovations
to TDM programs and policies will be updated upon availability.
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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 through-
out 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 4‐1 Campus Bikeshare
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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 has been an active 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. Thermo Fisher 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
Dec. 5, 2022 Item #6 Page 51 of 137
Carlsbad TDM Handbook
39
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 workspace
that prioritizes amenities for its members and office
tenants. The company conducted a commute 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 4‐2
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
Dec. 5, 2022 Item #6 Page 52 of 137
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This section provides detailed guidance for each strategy. Unless otherwise noted,
strategies are applicable to both residential and non-residential applications.
Required Strategies
Designated Transportation Coordinator (TC)
All developments are required to designate a 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. The
designated TC should be on-site, unless otherwise approved by the City of Carlsbad. The
TC ensures compliance with City of Carlsbad TDM Plan requirements and must attend an
introductory meeting and complete a TC training.
If a property changes hands, a new property manager is hired, or staff turns over, a new TC
must be designated using the TC designation form.
Plan Guidance: Complete the TC Designation Form.
Distribute New Employee/Resident Transportation Information
All developments are required to ensure that transportation options information is
distributed to new employees during the hiring and orientation process or to new residents
at move-in.
Citywide TDM Program
All developments are required to meet with the citywide TDM programs outreach staff on a
regular basis (at least annually) and participate in/promote at least one eventtwo events held
by the citywide TDM program (if available).
(SHELL BUILDINGS AND MULTI‐TENANT BUILDINGS ONLY) TDM in Leases
All shell buildings and multi-tenant buildings must establish requirements in lease
agreements that require tenants to implement and promote the strategies detailed in the
approved TDM plan and comply with the monitoring requirements, such as distributing an
employee commute survey and achieving required response rates. Lease agreements must
include a copy of the TDM plan and specify which TDM plan commitments must be
implemented by the tenant.
A. Strategy Details and Guidance
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Elective Infrastructure Strategies
Secure Bike Parking
This category includes bike lockers or a secure, weather-protected bike cage or bike room
for long-term parking for employees. Secure bike parking must be made available to
employees and residents at no cost. The minimum number of secure bike parking spaces to
be included vary by use and mustshould be rounded up (i.e., a 12,500 sq. ft. office
development would require a minimum of 3 secure spaces):
Office: 1 per 5,000 sq. ft. of space (minimum of 2)
Restaurant: 1 per 5,000 sq. ft. of space (minimum of 2)
Retail: 1 per 15,000 sq. ft. of space (minimum of 2)
Industrial/Manufacturing: 1 per 15,000 sq. ft. of space (minimum of 2)
Warehousing: 1 per 25,000 sq. ft. of space (minimum of 2)
Residential Multi-Family: 1 per dwelling unit for first 100 dwelling units, then 1 per
4 dwelling units for the remainder of the units (minimum of 2)
Residential Single-Family: exemptnot applicable
Secure bike parking must fulfill the following minimum standards:
It must be easy and safe to access and park a bike.
Bike lockers must be installed at ground level and may not be stacked.
50% of secure bike parking spaces (or at least one) must accommodate large, non-
standard bikes (e-bike and/or cargo bike) Access must be limited to employees who register to obtain a key, code, or key card
to access the secure bike parking. A system must be put in place for retrieving
access cards or keys or re-set the access code when an employee leaves (or a
protocol to re-set the code). The list of current users must be regularly updated.
Bikes must be lockable to a rack inside the bike cage/room, unless it is a bike
box/locker designed for a single bike.
Residential only: Up to 30% of bike parking spaces may be provided with vertical
racks.
Bike parking shall 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) to ensure that racks are installed with proper clearance and are easily accessible.
Plan Guidance: Secure bike parking must be made available to employees at no cost.
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 (include on
building/site plan). Refer to the handbook for the number of spaces required to earn
4 Essentials of Bike Parking Revision 1.0, September 2015, Association of Pedestrian and Bicycle Professionals (APBP).
Dec. 5, 2022 Item #6 Page 54 of 137
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points. Please consult “Essentials of Bike Parking” by the Association for Pedestrian and
Bicycle Professionals for approved types of bike parking and installation guidance and
provide guidance to the installer. Unapproved types of secure bike parking or poorly
installed facilities may not pass inspection.
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 or residents, the required number of
bike parking spaces is that listed under public bike parking in Table 2-5, unless
otherwise recommended by TA. If no secure bike parking is provided to employees or residents, the required
number of bike parking spaces includes the number listed for employee/resident
bike parking plus the number listed for public bike parking in Table 2-5, unless
otherwise recommended by TA.
More public bike parking may be required depending on the setting and the nature
of the business.
Table 2‐5 Bike Parking Requirements
Use Employee/Resident Bike Parking Public Bike Parking
Office 1 per 5,000 sf of space (min of 2) 1 per 80 parking spaces* (min of 2)
Office (high
visitor traffic)** 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) N/A1 per 20 parking spaces* (min of
2)
Warehousing 1 per 25,000 sf of space (min of 2) N/A1 per 20 parking spaces* (min of
2)
Residential
1 per dwelling unit for first 100 units,
then 1 per 4 dwelling units for the
remaining number of units (min of
2)***
1 per 20 units (min of 2)
*Planned or existing
**Examples: medical office, public agency
*** Bike parking is not applicable at residential single‐family developments are exempt from providing resident bike
parking
Bike racks shall follow the bike rack and installation guidance laid out in “Essentials of
Bike Parking”5 published by the Association of Pedestrian and Bicycle Professionals
5 Essentials of Bike Parking Revision 1.0, September 2015, Association of Pedestrian and Bicycle Professionals (APBP).
Formatted: Not Strikethrough
Formatted: Font color: Auto, Not Strikethrough
Formatted Table
Formatted: Not Strikethrough
Dec. 5, 2022 Item #6 Page 55 of 137
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(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 spaces and the type of bike racks to be
provided and where they will be located on the project site. Include bike parking locations
on the site plan. Please consult “Essentials of Bike Parking” by the Association for
Pedestrian and Bicycle Professionals for approved types of bike parking and installation
guidance and provide the type of bike rack and installation guidance to the installer.
Unapproved bike rack types or poorly installed racks may not pass inspection.
Bicycle Repair Station
Provide on-site tools and space for bicycle repair. Bike repair stations shall include repair
stands, air pumps, and other tools and resources necessary to quickly repair a bike. Bike
repair stations need to be easily accessible and ideally located near bike parking.
Plan Guidance: Describe what items will be included in the bicycle repair station and
where it will be located within the project site. If it is not a fixed bicycle repair station
located near bike racks or in a bike cage or bike room, describe how it will be accessed.
Indicate bicycle repair station guidance on the site plan.
Micromobility Parking and Charging
Provide parking and charging for micromobility devices, such as dockless and docked
shared or individually owned bikes, scooters, e-bikes, 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; (31) provide electricity (actual cost plus a reasonable
administrative fee may be charged back to service providers); (42) provide adequate space
to allow for the simultaneous charging and storage 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.
provided in conjunction with
Plan Guidance: Indicate where micromobility parking space will be located on the project
site. Include locations and charging facilities on the site plan.
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 Car Share Parking and Vehicles
Provide one or several car share vehicles along with preferential parking that is close to the
building entrance, covered, or otherwise preferable.
Plan Guidance: Describe how car share vehicles will be provided (third party-vendor, in-
house, etc.). Indicate the number of vehicles and reserved spaces to be and where they will
be located on the project site. Indicate whether membership will be fully or partially
subsidized for employees/residents.
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On‐Site Amenities
Non-Residential: Provide access to on-site amenities such as on-site childcare,
restaurants and shops, gyms and other wellness centers, and other employee
convenience services that reduce the need to drive for errands during the workday.
Residential: Provide onsite amenities for residents that reduce the need to drive.
Examples include a gym, pool, or business office.
Plan Guidance: Discuss the on-site amenities that will be located at the development and
explain how these offerings will reduce trips for the project’s users. Discuss discounts
available to residents/employees if applicable. Provide details associated with each
amenity and a map showing the location of these amenities.
Bicycle and Pedestrian Connections
Improve pedestrian and bicycle connectivity consistent with the city’s Sustainable Mobility
Plan and related bicycle and pedestrian planning efforts. Provide on-site 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). Provide
pedestrian connections within the site to enable safe and comfortable travel between
buildings and across parking lots. Residential developments should demonstrate that a safe
route to school and transit is provided to nearby schools and transit stations within a half
mile walking distance.
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, ride-hailing, or carpooling pick-up/drop off. Loading zone must be
on-site.
Plan Guidance: Describe location of the loading zone and its intended use and denote it on
the 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.
Residential Only
Mixed‐Use Component
Development contains neighborhood-serving uses, such as on-site childcare, restaurants
and coffee shops, wellness centers, grocery stores, banks/ATM, dry cleaning, or similar
services that reduce the need for residents to drive.
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Plan Guidance: Discuss the non-residential uses that will be located at the development
and explain how these offerings will reduce trips from the development’s residential uses.
Discuss discounts available to tenants if applicable. Provide a map showing the location of
these amenities.
Delivery Supportive Amenities
Provide amenities that facilitate deliveries at multi-family properties. Offer secure
temporary storage for package deliveries, laundry service, or other deliveries, temporary
refrigerated storage for grocery deliveries.
Plan Guidance: Describe the type and location of the storage being provided and how
residents will access their packages (automated locker system, storage room managed by
onsite staff, etc.).
Non‐Residential Only
Preferential Parking for Car/Vanpools
Provide preferential parking for car- and vanpool vehicles that is close to the building
entrance, covered, or otherwise preferable. The only parking spaces with higher preference
are ADA parking spaces. Carpool/vanpool spaces must have signs reading
“Carpool/Vanpool Parking Only” and building owners must have an enforcement policy in
place to assure the spaces are used only by carpoolers and vanpoolers. Guidance on the
number of carpool spaces is as follows:
For tenant improvements in buildings that do not currently offer any type of carpool
or vanpool parking:
o Up to five percent of the number of parking spaces allocated to the tenant
improvement suite/space
o The number of spaces designated can fluctuate based on demand, but at no
point can be less than two percent or one, whichever is larger. If the number
of assigned spaces is less than five percent of total spaces the property
manager must notify tenants of the availability of additional spaces at least
twice per year.
o Signage must be procured for 5% of spaces prior to occupancy.
For new construction or tenant improvements in buildings that currently offer clean
air parking spaces required by CALGreen:
o Beyond any CALGreen required spaces, an additional two to five percent of
total parking spaces must be made available exclusively for carpool/vanpool
parking. Two percent are required to be provided immediately. The
remaining 3% can be converted over time based on demand. Prior to
occupancy, the City of Carlsbad will require that signage has been procured
for 5% of spaces, even if only 2% will be implemented at first.
Carpool/vanpool spaces should be preferential to clean air parking and
following ADA parking spaces in the hierarchy.
o The number of car/vanpool spaces is calculated based on the total number of
parking spaces provided, not on the number of parking spaces required.
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Maximum points will be awarded when ridematching 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. Copy the guidance above into
the template to ensure proper implementation.
End of Trip Facilities
Provide showers, lockers, and changing rooms for employees who use active transportation
to get to work.
Plan Guidance: Indicate the number of showers, lockers, and changing rooms and where
they will be located on the site/building plan.
Elective Non‐Infrastructure Strategies
Amenities
An amenity is defined as a featured product or service that is provided to
residents/employees to reduce the need to drive to work or to facilitate transit or active
transportation use. The amenity must be marketed clearly as such and highly visible at the
site.
Micromobility Fleet
Provide e-bikes, e-scooters, or other micromobility devices free of charge to
residents/employees for business and personal use. Micromobility devices must be easily
accessible to residents/employees. The number of points granted will consider for the size
of the fleet relative to the resident/employee population, how bike-friendly the
surroundings are, and other implementation details. This strategy must be implemented
along with micromobility parking.
Plan Guidance: Describe the micromobility devices that will be available for use by
residents/employees, the number of devices, and the location where devices will be stored.
Include the location on building/site plan. Indicate if all residents/employees will have
access to the devices and how they will reserve/check out devices.
Real‐Time Travel Information Screens
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.
Screens must cover three different travel options (for example. real-time bus information,
carshare vehicle availability, and e-bike availability) and be located in high-traffic areas
(i.e., building lobby, elevator, mail kiosk).
Plan Guidance: Describe the proposed location of the resources, the travel options
covered, and any other relevant information, and show the location on building/site plan.
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Programs
The programs discussed below include incentives, services, and tools that lead to an
increase in alternative transportation usage. These programs are expected to be
implemented once the development is occupied. The applicability of these programs to the
worksite will depend on the site location, transportation access, and the type of
development.
Transportation Subsidy/Incentives Budget
Subsidize alternative travel modes. Examples include providing monthly transit passes to
employees/residents, reimbursing a monthly vanpool cost, or paying a monthly bicycle
benefit. This strategy requires developing a budget based on a minimum budget per person
equal to the monthly cost of a regional NCTD transit pass and expected participation of
35% of employees/residents for tenant improvements and 40% for new developments. The
developer is required to spend at least 75 percent of the budget in each 2-year monitoring
period and submit receipts to the city as part of the monitoring requirements. Twenty-five
percent of the budget may be rolled over to the subsequent periods. 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 residential
tenants at move-in and to employees at hiring and annually via email, posters, or other
methods likely to be seen/read by most or all tenants. Points will be awarded based on the
percentage of residents/employees eligible for the subsidy and the expected uptake rate.
Plan Guidance: Include details of program including how the program will be
administered. Indicate the total annual budget, describe what percentage of
employees/residents will be eligible and expected to participate, how the program will be
marketed, and how participation will be monitored.
Ridematching Services
Offer ridematching to employees/residents by setting up and promoting a private network
on the city’s ridematching site Carlsbad Commuter (available free of charge), developing
an internal ridematching program, or utilizing another third-party ridematching service. For
non-residential uses, this is ideally offered in conjunction with Preferential Parking for
Car/Vanpools.
Plan Guidance: Discuss plans to create and promote a ridematching program.
Guaranteed Ride Home (GRH) Services
Develop and promote an internal guaranteed ride home program available to all adult
residents that offers a minimum of three free rides home per year to residents who used
sustainable modes to get to work and need to get home in case of an emergency. At a
minimum, residential developments must offer the program to residents who do not lease
or own a parking space. Non-residential developments may choose to promote SANDAG’s
GRH service instead.
Plan Guidance: Describe the internal GRH program (who is covered, what type of
emergencies, what are the guaranteed ride options, etc.) or to promote SANDAG’s
program (non-residential only).
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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. Examples include:
o A community website/page that can be used by residents, 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 and a printed community transportation brochure that explains travel
options and provides resources for traveling sustainably
o An annual event for residents or 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 the site to educate residents or employees about their
travel options and encourage them to commute using sustainable travel modes,
such as regularly scheduled lunch and learns
o An annual employee campaign and/or challenge that encourages employees or
residents to use sustainable modes
o Offering or reimbursing employees or residents for bicycle commuter classes, such
as courses offered by the League of American Bicyclists, the American Bicycling
Education Association, or the Bike Coalition of San Diego County.
Partnerships
Partnerships are an effective way to leverage resources to achieve TDM benefits.
Partnerships with neighboring businesses/properties 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.
Establish and Maintain Partnerships with Area Businesses/Properties
Create and implement TDM cost sharing partnerships with area businesses/properties to
address shared trip mitigation resources and efforts. An example of this would be financial
participation in a shuttle that serves the closest rail station.
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 with the TA to define strategies and discuss the ability of the strategy
to reduce single-occupancy trips to the site.
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Innovation
Any other strategies to reduce single-occupancy trips to the worksite/property will be
considered. Strategies that have been implemented successfully at other developments,
including other geographies, are encouraged. Proposed strategies must result in a reduction
in vehicle trips to the site.
Plan Guidance: Work with the TA to define strategies and discuss the ability of the strategy
to reduce single-occupancy trips to the site.
Residential Only
Provide Onsite Affordable Housing
Dedicate 30% or more units to very low-income housing (<50% area median income
(AMI)).
Plan Guidance: Provide a project description that specifies the number of affordable units
and income levels to which they are affordable.
Unbundled Parking
Lease or sell all parking spaces separately from the rental or purchase fee for residential
units and commercial space and establish a policy that maintains unbundled parking for the
life of the project. Parking costs must be clearly shown separately from leases/purchase
fees. Applicability of this measure will also consider nearby parking availability and
whether strategies are provided to prevent and address spillover parking.
Plan Guidance: Provide policy or leasing language and explain how this will be marketed.
Discuss nearby parking availability and how the project will prevent and address spillover
parking.
Market to nearby businesses/Incentivize living near work
Market the dwelling units to and offer incentives to employees of businesses located within
one mile of the development.
Plan Guidance: Describe the marketing strategies that will be used to target nearby
employees and include a list of large employers within a one-mile radius.
School Pool Program
Promote the practice of carpooling, walking, and biking to school and provide a
mechanism for parents to organize and/or join school pools, a walking school bus, or bike
train.
Plan Guidance: Describe how this strategy will be organized and promoted.
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Non‐Residential Only
Amenities
Mobile On‐site Amenities
Provide access to mobile on-site amenities such as: food trucks, mobile dry cleaning,
mobile bike repair services, and mobile hair salons that reduce the need to drive for errands
during the workday. At a minimum, mobile amenities must be offered twice a week.
Plan Guidance: Discuss the mobile on-site amenities that will be located at the
development and explain how these offerings will reduce 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.
Development Program and Policies
TDM in Leases and Purchase Agreements
Establish requirements in leases and unit purchase agreements that, at a minimum, bind
tenants to provide key TDM supporting roles such as designating a TC contact for each
tenant and attending the city’s TC training and events. Lease and purchase agreements may
specify that the tenant is responsible to implement some or all elective TDM plan
commitments. Applicant must provide a TC designation form for each tenant TC contact
when the tenant takes occupancy and when a new tenant moves into the building.
Points are granted as follows: one point for requiring key supporting roles, two points for
requiring some or all elective TDM plan commitments related to a Tier 2 plan, three points
for requiring some or all elective TDM plan commitments related to a Tier 3 plan.
Plan Guidance: Provide language that will be included in the lease that describes for
which strategies the tenant(s) will be responsible. Provide tenant TC contacts if tenants
have been identified. The TC Designation form for all tenants must be provided as soon as
tenants take occupancy but no later than prior to the baseline survey being conducted, and
any time a new tenant occupies the building. If not, TC contacts for each tenant must be
provided prior to occupancy and plan approval.
Employer Programs
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
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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 employee handbook excerpt or written policy as well as
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. One point
may be granted for flexible arrival and departure times provided that supporting strategies
are offered as well (ridematching, transit subsidies, or similar). One or two points may be
granted for alternative/compressed work schedules, depending on the schedule and the
percentage of employees eligible to work these schedules.
Alternative Transportation Incentive
Offer cash payments in exchange for employees choosing an alternative transportation
mode. This differs from the subsidies described in the transportation subsidy/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 verification
that participating employees are not driving alone to work. Parking cash out is an example
where employees are offered a cash amount in exchange for giving up their parking space.
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 can 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 transit fares, vanpool fares, or parking fees at park and rides. 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 implemented and 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
and how this will be promoted.
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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.
3.4.14.4.1 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.
3.4.24.4.2 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.
3.4.34.4.3 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.
B. Alignment with Local, Regional,
and State Plans
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3.4.44.4.4 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.
3.4.54.4.5 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.
3.4.64.4.6 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.
3.4.74.4.7 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.
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.
3.4.84.4.8 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.
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3.4.94.4.9 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.
3.4.104.4.10 SANDAG 2015 2021 Regional Plan
Like its predecessor approved in 2015, the San Diego Association of Governments
(SANDAG) 2021 Regional Plan outlines the region’s transportation investment strategy
through 2050. The Plan focuses on 5 Big Moves: Complete Corridors/Multimodal Roads,
Transit Leap/Fast and Flexible Transit, Mobility Hubs/Connection Points, Flexible
Fleets/First and Last Mile Options, and the Next OS/Enabling Technology. 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. In
addition, as required by Assembly Bill 805, the Plan includes strategies that provide for
mode shift to public transportation, identify disadvantaged communities, and include
transportation strategies to reduce pollution exposure in disadvantaged communities.
3.4.114.4.11 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.
3.4.124.4.12 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.
3.4.134.4.13 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. The City of Carlsbad’s TDM program will work closely with
the iCommute program.
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C. TDM Plan Template for Non‐
Residential Projects
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TDM Plan Template for
Non-Residential Projects
Instructions
City of Carlsbad
1200 Carlsbad Village Dr.
Carlsbad, CA 92008
How to Use theis Template: Non-residential developments that meet trip generation thresholds
specified in the city’s TDM Ordinance must submit a TDM Plan. This template shall be used to
prepare a Non-Residential TDM plan compliant with the requirements of the TDM Ordinance.
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.
TDM Plan Development and Approval Process
Discretionary Permits (if applicable)
1. Prior to submittal of an application for the permit, confirm applicability of TDM
ordinance
a. Use the Development Permits P-2 form to determine if the project is subject to the
TDM ordinance.
b. All projects subject to the TDM Ordinance are required complete development of a
preliminary TDM plan prior to discretionary approval.
2. Pre-application consultation:
a. Prior to submittal of an application for permit, project applicants are encouraged to
take advantage of a preapplication consultation with the City of Carlsbad or the
Carlsbad TA.
b. To start the process, applicants are encouraged to email landdev@carlsbadca.gov
to coordinate TDM requirements related to the project prior to submittal of their
draft plan.
3. Preliminary TDM Plan Review:
a. The preliminary TDM plan is reviewed along with other application materials in the
Planning division submittal package. Comments will be provided via the submittal
package comment letter.
b. Once the preliminary plan has addressed all city comments, it will be approved as a
preliminary TDM plan.
4. Requirements Following Preliminary Plan Approval:
a. The project will be conditioned to submit a final TDM plan to the satisfaction of the
City Engineer prior to occupancy of an associated building permit. This step allows
for updates to the preliminary plan once one or several tenants have been identified.
b. TDM requirements following discretionary approval are outlined in the Building
Permit process below.
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Building Permits
Prior to Building Permit Issuance
1. TDM Plan Consultation
a. Prior to issuance of a building permit, all projects subject to the TDM ordinance are
required to complete a consultation with city staff regarding submittal of the TDM
plan. To do so, project applicant or TDM plan preparer shall email
landdev@carlsbadca.gov to request a consultation with city staff.
i. For projects beginning development of a TDM plan, a consultation between
the plan preparer and city staff must occur prior to building permit issuance.
ii. For projects that have an approved preliminary TDM plan, a consultation
between a developer representative and city staff must occur prior to building
permit issuance.
Prior to Building Permit Final and Occupancy
2. TDM Plan Development
a. The Carlsbad TA is available to assist with the completion of the plan.
b. For projects without a preliminary plan, applicant submits a draft of the final plan
using this template with supporting documentation to the Carlsbad TA for review
and receives feedback. To prevent delay to occupancy, the draft plan shall be
submitted at the latest 6 weeks before occupancy is expected.
c. For projects with an approved preliminary TDM plan, the final TDM plan shall be
submitted to city staff for review and approval.
d. The final plan must address all comments received and must be submitted with the
required signatures prior to approval.
3. Pre-Occupancy Site Inspection
a. TDM plans with infrastructure strategies must complete a successful pre-occupancy
inspection prior to approval. During the inspection, the presence and proper
installation of infrastructure and physical elements are verified.
b. If the infrastructure has not been installed per the TDM plan, modifications to the
infrastructure or to the TDM plan may be required.
c. TDM plans that do not include infrastructure strategies do not require a pre-
occupancy inspection before approval.
4. Plan Approval and Implementation
a. After all comments have been addressed and infrastructure strategies have been
verified, the TDM plan will be signed by a city representative. The approved TDM
plan will be distributed to appropriate individuals. Occupancy is granted following
TDM plan approval.
b. The city provides implementation and monitoring assistance to applicants via the
TDM business outreach program Carlsbad Commuter.
Discretionary Permits (if applicable)
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1. Pre-application consultation:
a. All projects subject to the TDM Ordinance are required complete development of a
preliminary TDM plan prior to discretionary approval.
b. Project applicants are encouraged to take advantage of a preapplication consultation
with the City of Carlsbad or the Carlsbad TA.
c. Applicants may contact the city at landdev@carlsbadca.gov to coordinate TDM
requirements related to the project prior to submittal of their draft plan.
2. Draft TDM Plan Review:
a. The draft TDM plan is submitted for review with other application materials in the
Planning division submittal package. Comments will be provided via the submittal
package comment letter.
b. Once the draft plan has addressed all city comments, it will be approved as a
preliminary TDM plan.
3. Requirements Following Preliminary Plan Approval:
a. The project will be conditioned to submit a final TDM plan to the satisfaction of the
City Engineer prior to occupancy of an associated building permit.
b. TDM requirements following discretionary approval are outlined in the Building
Permit process below.
Building Permits
1. Plan Initiation:
a. All projects subject to the TDM ordinance are required to complete a consultation
with city staff regarding submittal of the TDM plan prior to issuance of a building
permit. To do so, project applicant or TDM plan preparer shall email
landdev@carlsbadca.gov to request a consultation with city staff.
b. For projects beginning development of a TDM plan, a consultation is required
between the plan preparer and city staff, and it must occur prior to issuance of the
building permit.
c. For projects that have an approved preliminary TDM plan, a consultation between a
developer representative and city staff must occur prior to building permit issuance.
2. Building Permit Issuance
3. TDM Plan Development
a. The Carlsbad TA is available to assist with the completion of the draft plan.
b. Applicant submits draft plan using this template to the Carlsbad TA with supporting
documentation for review and receives feedback. To prevent delay to occupancy, the
draft plan shall be submitted at the latest 6 weeks before occupancy is expected.
c. For projects with an approved preliminary TDM plan, the preliminary TDM plan
will be submitted to city staff for review and approval.
d. The final plan must address all comments received and must be submitted with the
required signatures prior to approval.
4. Pre-Occupancy Site Inspection
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a. Infrastructure and other physical TDM plan elements are verified during the pre-
occupancy inspection.
b. If the infrastructure has not been installed per the TDM plan, modifications to the
infrastructure or to the TDM plan may be required.
c. TDM plans with infrastructure strategies must complete a successful pre-occupancy
inspection prior to approval.
d. TDM plans that do not include infrastructure strategies do not require a pre-
occupancy inspection before approval.
5. Plan Approval and Implementation
a. After all comments have been addressed and infrastructure strategies have been
installed per the plan, the TDM plan will be signed by a city representative. The
approved TDM plan will be distributed to appropriate individuals. Occupancy is
granted following TDM plan approval.
b. The city provides implementation and monitoring assistance to applicants via the
TDM business outreach program Carlsbad Commuter.
Additional Information
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.
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TDM Plan for
Non-Residential Projects
Submittal Date:
Preliminary Plan (Discretionary Review Phase Only)
Final Plan
SECTION 1: Applicant Profile
Applicant Name:
Property Manager
Name:
Applicant Mailing
Address:
Number Street Suite
City State Zip Code
Primary Contact: Email:
Phone:
SECTION 2: Project Information
Project Name:
Permit Number:
Project Address:
Number Street Suite
City State Zip Code
Project Description and Site Map
Please include a description of the project. If the project is a tenant improvement that does not apply
to the whole building/site, please include a site map that shows which areas of the site are subject to
the improvement.
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.
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Provide name, title, and contact information. This individual may be the primary contact listed
above for the project.
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
TDM Plan Tier
Refer to Table 2.1 of the handbook for tier levels based on ADET and development type.
☐ Tier 1
☐ Tier 2
☐ Tier 3
Number of Employees
Specify the expected number of employees at this location at move-in and at full capacity.
Move-In Full Capacity
Number of Full-Time
Employees
Number of Part-Time
Employees
Number of Contract Employees
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Total Number of Employees
Average Daily Traffic (ADET) Calculations
Refer to Table 2.2 of the handbook for ADET/SF and additional information. The square footage
used to calculate the trip generation estimate for tenant improvements is based on the floor area of
the improvement, not the square footage of the entire building.
GFA (SF) ADET
Office – All Uses
Restaurant
Retail
Industrial
Warehousing
Manufacturing
Other
Total
Automobile Parking
Automobile Parking Existing # of
Allocated
Spaces*
Proposed # of
Allocated Spaces*
Proposed # of
New Parking
Spaces**
Surface Parking Spaces
Structured Parking Spaces
*Allocated spaces are the spaces assigned to the building or suite. ** New parking spaces are those added as part of this project.
Project Schedule
Anticipated Occupancy Date:
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 using the TC Designation Form in Appendix
F.
Provide name, title, email, and phone number. This individual may be the primary contact listed
above for the project.
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SECTION 3: Existing Conditions & TDM Context
Complete the following section to establish existing conditions and TDM context. Expand boxes as
needed.
Existing Transportation Infrastructure Network
Please provide a brief discussion or map that describes transportation options that serve 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, II, or IV) adjacent to the site
Transit or shuttle services serving the site with a stop/station within a ¼ mile (or a 5-minute walk)
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.
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.)
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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 typical work hours or shifts
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.
SECTION 4: TDM Strategy Selections
Please reference section 2 of the handbook for available points and appendix A for a detailed
description and guidance for each strategy. Required strategies add 4 points towards the total
required number of points. Tier 3 TDM plans must achieve a minimum of 6 points through
infrastructure strategies unless otherwise agreed upon with city staff.
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To select strategies for inclusion in the TDM plan, check the box to the left of the strategy, provide
information as requested in the box below the strategy, and indicate the points requested. 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.
Claiming Points for Existing Amenities (Tenant Improvements Only)
If the tenant has access to an existing infrastructure amenity available at the site, 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 be evaluated at the time the strategy is proposed.
Strategies Used to Fulfill CEQA Requirements
Any TDM strategies that will be used to fulfill both TDM Plan and CEQA requirements must be
identified in the description and the strategy summary in Section 5. In addition, CEQA
documentation related to the strategy must be attached as an appendix to this template.
Scope of Strategies for Tenant Improvements
While physical improvements tend to be tied to the size and scope of the tenant improvement,
programmatic improvements are expected to be available to all of the employer’s employees at the
site.
Required Strategies
☐ Transportation Coordinator Points: 1
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. The TC ensures compliance with City of Carlsbad TDM
Plan requirements and must attend an introductory meeting and complete a TC training.
Provide the name, title, and contact information for the TC. Complete the TC Designation Form in Appendix
F and add as an appendix to this plan
.
☐ Distribute New Hire Transportation Information Points: 1
Distribute transportation options information to new employees during the hiring and orientation
process.
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☐ Citywide TDM Program Points: 2
Meet with the citywide TDM programs outreach staff on a regular basis (at least annually) and
participate in/promote at least two events held by the citywide TDM program.
☐ (SHELL BUILDINGS AND MULTI-TENANT BUILDINGS ONLY)
TDM in Leases Points: 1
Applies to shell buildings and multi-tenant buildings. Plan Guidance: Provide language that will be included in the
lease that details the requirements laid out in Section 2, describes for which strategies the tenant(s) will be responsible,
and notes that lease agreements will be accompanied by the approved TDM plan.
Infrastructure Strategies
☐ Secure Bike Parking Points Requested:
Secure bike parking must be made available to employees at no cost. 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 (include
on building/site plan). Refer to the handbook for the number of spaces required to earn points. Please consult
“Essentials of Bike Parking” by the Association for Pedestrian and Bicycle Professionals for approved types of bike
parking and installation guidance and provide guidance to the installer. Unapproved types of secure bike parking or
poorly installed facilities may not pass inspection.
☐ Public Bike Parking Points Requested:
Indicate the number of short-term spaces and the type of bike rack to be provided and include the location on the
building/site plan. Refer to the handbook for the number of spaces required to earn points and guidance on
installation. Please consult “Essentials of Bike Parking” by the Association for Pedestrian and Bicycle Professionals
for approved types of bike parking and installation guidance and provide the type of bike rack and installation
guidance to the installer. Unapproved bike rack types or poorly installed racks may not pass inspection.
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☐ Bicycle Repair Station Points Requested:
Describe what items will be included in the bicycle repair station and include the location on the building/site plan.
☐ Micromobility Parking Points Requested:
Indicate where micromobility parking space and charging will be located on the project site. Include location on the
building/site plan.
☐ 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 (on the building/site plan). Refer to Appendix A of the handbook for guidance on the required number of
spaces and copy the guidance into the space below to ensure proper implementation. Maximum points will be awarded
when offered in conjunction with ride-matching services.
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☐ Car Share Parking and Vehicles Points Requested:
Indicate the number of vehicles and reserved spaces to be provided and where they will be located on the project site (include in building/site plan).
☐ End of Trip Facilities Points Requested:
Indicate the number of showers, lockers, and changing rooms and where they will be located on the building/site 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. Show the location of the
amenities on the building/site plan.
☐ Bicycle and Pedestrian Connections Points Requested:
Provide a map showing proposed pedestrian and bicycle infrastructure and connections to existing facilities and within
the site.
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☐ 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 and
include locations on the building/site plan.
Non‐Infrastructure Strategies
Non-infrastructure strategies for tenant improvements must be made available to all employees at
the worksite, not only those in the improved space.
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. Must be provided in conjunction with car share parking.
Formatted: Normal
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☐ Micromobility Fleet Points Requested:
Describe the micromobility devices (e-bikes, e-scooters, etc.) that will be available for use by employees/tenants, the
number of devices, and the location where devices will be stored. Include the location on building/site plan. Indicate if
all employees/tenants will have access to the devices and how employees/tenants will reserve/check out devices.
☐ Real-Time Travel Information Points Requested:
Describe the proposed location of the resources and the real-time travel information made available.
☐ 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 proposed location of these amenities 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.
Developer/Employer Programs
☐ Transportation Subsidy/Incentives Budget Points Requested:
Include details of program including the subsidy that will be offered (such as transit pass subsidy), 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.
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☐ Ridematching Services Points Requested:
Plan Guidance: Discuss plans to create and promote ridematching program.
☐ Guaranteed Ride Home (GRH) Services Points Requested:
Discuss plans to create an internal GRH program. At a minimum, developer will promote existing services, such as SANDAG’s iCommute service.
☐ 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 is tied to the expected number of telework days
and associated trip reductions (see handbook for further guidance).
☐ Flexible/Alternative Work Schedules Points Requested:
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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 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.
☐ 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:
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Identify partner business(es) or entities and the TDM resource(s) that will be provided through the partnership.
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.
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SECTION 5: Strategy Summary and Site Plan
1. Provide a summary of selected strategies and points requested in this table and mark any
strategies that are used as VMT reduction mitigation strategies to comply with the
California Environmental Quality Act (CEQA). TDM measures used to meet CEQA
requirements must remain in perpetuity with the project.
2. Attach a site plan that displays the location of all physical elements of the TDM plan. This
plan will be used by city staff to verify all physical elements at the pre-occupancy
inspection. The site plan must:
a. Include locations and quantities of all infrastructure elements and any physical
elements of non-infrastructure strategies (i.e., real-time information screens or
transportation kiosks)
b. Differentiate between existing and proposed elements and clearly mark the elements
for which points are requested
c. Be legible and on a sheet no larger than 11” by 17”
Strategy Points CEQA Notes (Admin Use Only)
Secure Bike Parking
Public Bike Parking
Bicycle Repair Station
Micromobility Parking
Transit Shelter Additions or Improvements
Preferential Parking for Car/Vanpools
Parking Spaces for Carshare Vehicles
End of Trip Facilities
On‐Site Amenities
Bicycle and Pedestrian Connections
Passenger Loading Zone
Innovation (Infrastructure‐Based)
Carshare Vehicles
Micromobility Fleet
Real‐Time Travel Information
Mobile On‐Site Amenities
Transportation Subsidy/Incentives Budget
Ridematching Services
Guaranteed Ride Home (GRH) Services
Marketing and Outreach
Telework Program
Flexible/Alternative Work Schedules
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Alternative Transportation Incentive
Commuter Tax Benefits
Customized Travel Plans
Establish and Maintain Partnerships with
Area Businesses
Establish and Maintain Partnerships with
Private Vendors
Innovation (Non‐Infrastructure‐Based)
Total Points
SECTION 6: Transfer of Ownership (New Developments Only)
By signing below, owner 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
Organization Email Phone Number
SECTION 7: Monitoring
By signing below, applicant 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, applicant 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, applicant 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 replace ineffective
measures or identify additional additional measures suitable for implementation at to the project
site.
Period in which
Reporting Falls Alternative Mode Share Goal
New
Developments
Existing
Buildings/Tenant
Improvements
Present till 2025 25% 24%
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2025 ‐ 2029 30% 26%
2030 ‐ 2034 35% 28%
2035 on 40% 30%
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SECTION 8: Signatures
By signing below, applicant 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 7.
Name and Signature of Developer Representative or Designated Applicant:
Printed Name Signature Date
Organization Email Phone
Number
Name and Signature of Building Owner:
Printed Name Signature Date
Organization Email Phone
Number
Name and Signature of (Interim or Final) Transportation Coordinator:
Printed Name Signature Date
Organization Email Phone
Number
Name and Signature of City of Carlsbad Representative:
Printed Name Signature Date
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(ADMIN USE ONLY)
Estimated Occupancy Date:
For TDM in Leases Strategy, tenant TC contacts have been provided: Y/N
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D. TDM Plan Template for Mobility
Element Projects
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TDM Plan Template for Mobility
Element Projects
Instructions
City of Carlsbad
1200 Carlsbad Village Dr.
Carlsbad, CA 92008
How to Use the Template: This template shall be used to prepare a Mobility Element TDM plan
in conformance with the requirements of the General Plan Mobility Element.
The Carlsbad Transportation Administrator (TA) is available to support developers with TDM
plan development. To get started or for questions, please contact: Jennifer Horodyski at (760)
602-2747 or via email at jennifer.horodyski@carlsbadca.gov.
TDM Plan Development and Approval Process
Discretionary Permits (if applicable)
5. Prior to submittal of an application for the permit, confirm applicability of the
General Plan Mobility Element Policy 3-P.11
a. Use the Development Permits P-2 form to determine if the project is subject to the
TDM ordinance.
b. All projects subject to the TDM Ordinance are required complete development of
a preliminary TDM plan prior to discretionary approval.
6. Pre-application consultation:
a. Prior to submittal of an application for permit, project applicants are encouraged
to take advantage of a preapplication consultation with the City of Carlsbad or the
Carlsbad TA.
b. To start the process, applicants are encouraged to email landdev@carlsbadca.gov
to coordinate TDM requirements related to the project prior to submittal of their
draft plan.
7. Preliminary TDM Plan Review:
a. The preliminary TDM plan is reviewed along with other application materials in
the Planning division submittal package. Comments will be provided via the
submittal package comment letter.
b. Once the preliminary plan has addressed all city comments, it will be approved as
a preliminary TDM plan.
8. Requirements Following Preliminary Plan Approval:
a. The project will be conditioned to submit a final TDM plan to the satisfaction of
the City Engineer prior to occupancy of an associated building permit. This step
allows for updates to the preliminary plan once one or several tenants have been
identified.
b. TDM requirements following discretionary approval are outlined in the Building
Permit process below.
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Building Permits
Prior to Building Permit Issuance
1. TDM Plan Consultation
a. Prior to issuance of a building permit, all projects subject to the TDM ordinance
are encouraged to complete a consultation with city staff regarding submittal of
the TDM plan. To do so, project applicant or TDM plan preparer shall email
landdev@carlsbadca.gov to request a consultation with city staff.
i. For projects beginning development of a TDM plan, a consultation
between the plan preparer and city staff must occur prior to building
permit issuance.
ii. For projects that have an approved preliminary TDM plan, a consultation
between a developer representative and city staff must occur prior to
building permit issuance.
Prior to Building Permit Final and Occupancy
2. TDM Plan Development
a. The Carlsbad TA is available to assist with the completion of the plan.
b. For projects without a preliminary plan, applicant submits a draft of the final plan
using this template with supporting documentation to the Carlsbad TA for review
and receives feedback. To prevent delay to occupancy, the draft plan shall be
submitted at the latest 6 weeks before occupancy is expected.
c. For projects with an approved preliminary TDM plan, the final TDM plan shall be
submitted to city staff for review and approval.
d. The final plan must address all comments received and must be submitted with the
required signatures prior to approval.
3. Pre-Occupancy Site Inspection
a. TDM plans with infrastructure strategies must complete a successful pre-
occupancy inspection prior to approval. During the inspection, the presence and
proper installation of infrastructure and physical elements are verified.
b. If the infrastructure has not been installed per the TDM plan, modifications to the
infrastructure or to the TDM plan may be required.
c. TDM plans that do not include infrastructure strategies do not require a pre-
occupancy inspection before approval.
4. Plan Approval and Implementation
a. After all comments have been addressed and infrastructure strategies have been
verified, the TDM plan will be signed by a city representative. The approved
TDM plan will be distributed to appropriate individuals. Occupancy is granted
following TDM plan approval.
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b. The city provides implementation and monitoring assistance to applicants via the
TDM business outreach program Carlsbad Commuter.
1. Pre-application Consultation:
a. All projects subject to the General Plan Mobility Element Policy 3-P.11 are
required to complete development of a preliminary TDM plan prior to
discretionary approval.
b. Project applicants are encouraged to take advantage of a preapplication
consultation with the City of Carlsbad or the Carlsbad TA.
c. Applicants may contact the city at landdev@carlsbadca.gov to coordinate TDM
requirements related to the project prior to submittal of their draft plan.
2. Draft TDM Plan Review:
a. The draft TDM plan is submitted for review with other application materials in the
Planning division submittal package. Comments will be provided via the submittal
package comment letter.
b. Once the draft plan has addressed all city comments, it will be approved as a
preliminary TDM plan.
3. Requirements Following Preliminary Plan Approval:
a. The project will be conditioned to submit a final TDM plan to the satisfaction of
the City Engineer prior to occupancy of an associated building permit.
b. TDM requirements following discretionary approval are outlined in the Building
Permit process below.
Building Permits
1. Plan Initiation:
a. All projects subject to Mobility Element Policy 3-P.11 are required initiate the
development of the TDM plan prior to issuance of a building permit. To do so,
project applicant or TDM plan preparer shall email landdev@carlsbadca.gov to
request a consultation with city staff.
b. For projects beginning development of a TDM plan, a consultation is required
between the plan preparer and city staff, and it must occur prior to issuance of the
building permit.
c. For projects that have an approved preliminary TDM plan, a consultation between
a developer representative and city staff must occur prior to building permit
issuance.
2. Building Permit Issuance
3. TDM Plan Development
a. The Carlsbad TA is available to assist with the completion of the draft plan.
b. Applicant submits draft plan using this template to the Carlsbad TA with
supporting documentation for review and receives feedback. To prevent delay to
occupancy, the draft plan shall be submitted at the latest 6 weeks before
occupancy is expected.
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c. For projects with an approved preliminary TDM plan, the preliminary TDM plan
will be submitted to city staff for review and approval.
d. The final plan must address all comments received and must be submitted with the
required signatures prior to approval.
4. Pre-Occupancy Site Inspection
a. Infrastructure and other physical TDM plan elements are verified during the pre-
occupancy inspection.
b. If the infrastructure has not been installed per the TDM plan, modifications to the
infrastructure or to the TDM plan may be required.
c. TDM plans with infrastructure strategies must complete a successful pre-
occupancy inspection prior to approval.
d. TDM plans that do not include infrastructure strategies do not require a pre-
occupancy inspection before approval.
5. Plan Approval and Implementation
a. After all comments have been addressed and infrastructure strategies have been
installed per the plan, the TDM plan will be signed by a city representative. The
approved TDM plan will be distributed to appropriate individuals. Occupancy is
granted following TDM plan approval.
b. The city provides implementation and monitoring assistance to applicants via the
TDM business outreach program Carlsbad Commuter.
Additional Information
Developments may be subject to periodic surveying and reporting requirements as determined by
the City of Carlsbad.
For more detailed information please refer to Section 3: Residential Mobility Element TDM Plan
Requirements of the TDM Handbook.
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TDM Plan for
Residential Mobility Element Projects
Submittal Date:
Preliminary Plan (Discretionary Review Phase Only)
Final Plan
SECTION 1: Applicant Profile
Applicant Name:
Property Manager
Name:
Applicant Mailing
Address:
Number Street Suite
City State Zip Code
Primary Contact: Email:
Phone:
SECTION 2: Project Information
Project Name:
Permit Number:
Project Address:
Number Street Suite
City State Zip Code
Project Description and Site Map
Please include a brief description of the project. If the project is a tenant improvement that does
not apply to the whole building/site, please include a site map that shows which areas of the site
are subject to the improvement.
Number of Dwelling Units: ______
TDM Plan Tier
Refer to Table 3.2 of the handbook for tier levels based on ADTADET and development type.
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☐ Tier 1
☐ Tier 2
☐ Tier 3
Automobile Parking
Automobile Parking Existing # of
Allocated
Spaces*
Proposed # of
Allocated Spaces*
Proposed # of
New Parking
Spaces**
Surface Parking Spaces
Structured Parking Spaces
*Allocated spaces are the spaces assigned to the building or suite.
** New parking spaces are those added as part of this project.
Project Schedule
Anticipated Occupancy Date:
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 using the TC Designation Form.
Provide name, title, and contact information. This individual may be the primary contact listed
above for the project.
SECTION 3: Existing Conditions & TDM Context
Complete the following section to establish existing conditions and TDM context.
Existing Transportation 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, III, or IV) adjacent to the site
Transit or shuttle services serving the site with a stop/station within a ¼ mile (or a 5-minute walk)
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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.
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.)
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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.
SECTION 4: TDM Strategy Selections
The applicant will work with the TA to determine both infrastructure and non-infrastructure
strategies applicable to the site and the appropriate placement of TDM infrastructure.
Please reference section 3 of the handbook for available points and appendix A for a detailed
description and guidance for each strategy. Tier 1 plans are required to gain six points (four
required plus two electives), Tier 2 plans nine points (four required and five electives) and Tier 3
plans 12 points (four required and eight electives). Tier 2 and Tier 3 should select both
infrastructure and non-infrastructure points.
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, Appendix A for details about each
strategy.
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Strategies Used to Fulfill CEQA Requirements
Any TDM strategies that will be used to fulfill TDM Plan and CEQA requirements must be
identified in the description and the strategy summary in Section 5. In addition, CEQA
documentation related to the strategy must be attached as an appendix to this template.
Required Strategies
☐ Transportation Coordinator Points: 1
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. The TC ensures compliance with City of Carlsbad
TDM Plan requirements and must attend an introductory meeting and complete a TC training.
Complete the TC Designation Form in Appendix F and add as an appendix to this plan.Provide the name,
title, and contact information for the TC.
☐ Distribute New Resident Transportation Information Points: 1
Distribute transportation options information to new residents upon move-in.
☐ Citywide TDM Program Points: 2
Meet with the citywide TDM programs outreach staff on a regular basis (at least annually) and
participate in/promote at least two events held by the citywide TDM program.
Infrastructure Strategies
☐ Secure Bike Parking Points Requested:
Secure bike parking must be made available to residents at no cost. 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
(include on building/site plan). Refer to the handbook for the number of spaces required to earn points. Please
consult “Essentials of Bike Parking” by the Association for Pedestrian and Bicycle Professionals for approved
types of bike parking and installation guidance and provide guidance to the installer.
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☐ Public Bike Parking Points Requested:
Indicate the number of short-term spaces available to visitors and the type of bike rack to be provided and include
the location on the building/site plan. Refer to the handbook for the number of spaces required to earn points and
guidance on installation. Please consult “Essentials of Bike Parking” by the Association for Pedestrian and
Bicycle Professionals for approved types of bike parking and installation guidance and provide the type of bike
rack and installation guidance to the installer. Unapproved bike rack types or poorly installed racks may not pass inspection.
☐ Bicycle Repair Station Points Requested:
Describe what items will be included in the bicycle repair station and include the location on the building/site plan.
☐ Micromobility Parking Points Requested:
Indicate where micromobility parking and charging will be located on the project site. Include location on the
building/site plan.
☐ Transit Shelter Additions or Improvements Points Requested:
Describe the location of transit stops and what types of additions/improvements are being proposed.
☐ Car Share Parking and Vehicles Points Requested:
Indicate the number of car share vehicles and reserved spaces to be provided and where they will be located on the project site (include in building/site plan).
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☐ 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. Show the location of
the amenities on the building/site plan.
☐ Bicycle and Pedestrian Connections Points Requested:
Provide a map showing proposed pedestrian and bicycle infrastructure and connections to existing facilities and
within the site.
☐ 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 and
include locations on the building/site plan.
Residential Only
☐ Mixed-Use Component Points Requested:
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Plan Guidance: Discuss the non-residential uses 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.
☐ Delivery-Supportive Amenities Points Requested:
Describe the type and location of the storage being provided and how residents will access their
packages (automated locker system, storage room managed by onsite staff, etc.).
Non‐Residential Only
☐ 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 (on the building/site plan). Refer to Appendix A of the handbook for guidance on the required number of
spaces and copy the guidance into the space below to ensure proper implementation. Maximum points will be
awarded when offered in conjunction with ridematching services.
☐ End of Trip Facilities Points Requested:
Indicate the number of showers, lockers, and changing rooms and where they will be located on the building/site
plan.
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Non‐Infrastructure Strategies
Amenities
☐ Micromobility Fleet Points Requested:
Describe the micromobility devices (e-bikes, e-scooters, etc.) that will be available for use by tenants, the number of
devices, and the location where devices will be stored. Include the location on building/site plan. Indicate if all
tenants will have access to the devices and how tenants will reserve/check out devices.
☐ Real-Time Travel Information Points Requested:
Describe the proposed location of the resources and the real-time travel information made available.
☐ Transportation Subsidy/Incentives Budget Points Requested:
Include details of program including how the program will be administered. Indicate the total annual budget,
describe what percentage of residents will be eligible to participate, how the program will be marketed and how
participation will be monitored.
☐ Marketing and Outreach Points Requested:
Include details of marketing and outreach efforts.
☐ Guaranteed Ride Home (GRH) Services Points Requested:
Discuss plans to create an internal GRH program. At a minimum, this must be made available to tenants who do not
rent or own a parking space.
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1
☐ Ridematching Services Points Requested:
Discuss plans to create and promote ridematching program.
.
☐ 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.
☐ 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.
Residential Only
☐ Onsite Affordable Housing Points Requested:
Plan Guidance: Provide a project description that specifies the number of affordable units and income levels to
which they are affordable. Reference the handbook for minimum requirements.
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☐ Unbundled Parking Points Requested:
Provide policy or leasing language and explain how this will be marketed.
☐ Market to Nearby Businesses/Incentivize Living Near Work Points Requested:
Describe the marketing strategies that will be used to target nearby employees and include a list of large employers
within a one-mile radius.
.
☐ School Pool Program Points Requested:
Describe how this strategy will be organized and promoted.
Non‐Residential Only
☐ 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 proposed location of these amenities and discuss agreements between vendors and schedules.
☐ 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 is tied to the expected number of telework
days and associated trip reductions (see handbook for further guidance).
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☐ 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.
☐ 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.
☐ Customized Travel Plans Points Requested:
Identify department/position that will be responsible for implementation.
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SECTION 5: Strategy Summary
1. Provide a summary of selected strategies and points requested in this table and mark any
strategies that are used as VMT reduction strategies to comply with the California
Environmental Quality Act (CEQA). TDM measures used to meet CEQA requirements
must remain in perpetuity with the project.
2. Attach a site plan that displays the location of all physical elements of the TDM plan.
This plan will be used by city staff to verify all physical elements at the pre-occupancy
inspection. The site plan must:
a. Include locations and quantities of all infrastructure elements and any physical
elements of non-infrastructure strategies (i.e., real-time information screens or
transportation kiosks)
b. Differentiate between existing and proposed elements and clearly mark the
elements for which points are requested
a.c. Be legible and no larger than 11” by 17”
Strategy Points CEQA Notes (Admin Use Only)
Secure Bike Parking
Public Bike Parking
Bicycle Repair Station
Micromobility Parking
Transit Shelter Additions or Improvements
Car Share Parking and Vehicles
Mixed‐Use Component
On‐Site Amenities
Passenger Loading Zone
Innovation (Infrastructure‐Based)
Mixed‐Use Component
Delivery‐Supportive Amenities
Preferential Parking for Car/Vanpool
End of Trip Facilities
Micromobility Fleet
Real‐Time Travel Information
Transportation Subsidy/Incentives Budget
Marketing and Outreach
Guaranteed Ride Home (GRH) Services
Ridematching Services
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Establish and Maintain Partnerships with
Area Businesses
Establish and Maintain Partnerships with
Private Vendors
Innovation (Non‐Infrastructure‐Based)
On‐Site Affordable Housing
Unbundled Parking
Market to Nearby Businesses/Incentivize
Living Near Work
School Pool Program
TDM in Leases and Purchase Agreements
Mobile On‐site Amenities
Telework Program
Flexible/Alternative Work Schedules
Alternative Transportation Incentive
Commuter Tax Benefits
Customized Travel Plans
Total Points
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SECTION 6: Transfer of Ownership
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
Organization Email Phone Number
SECTION 7: Monitoring
By signing below, applicant agrees to distribute commute surveys to residents and provide survey
results and a status report on the implementation of TDM strategies per Section 3.5 of the TDM
Handbook.
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SECTION 8: Signatures
By signing below, applicant 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 Signature Date
Organization Email Phone
Number
Name and Signature of Building Owner:
Printed Name Signature Date
Organization Email Phone
Number
Name and Signature of (Interim or Final) Transportation Coordinator:
Printed Name Signature Date
Organization Email Phone
Number
Name and Signature of City of Carlsbad Representative:
Printed Name Signature Date
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(ADMIN USE ONLY)
Estimated Occupancy Date:
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E. Glossary of Terms
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Key terms
F. Glossary of Terms
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Term Definition
Alternative Mode Share
All modes of transportation that do not include single-occupancy
vehicle trips, including transit, walking, biking, ridesharing and
others.
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.
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, motivations, 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.
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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 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.
Greenhouse Gas (GHG)
Gases that trap heat in the atmosphere. Principal GHGs include
carbon-dioxide (CO2), methane (CH4), nitrous oxide (N2O),
hydrofluorocarbons (HFCs), perfluorocarbons (PFCs), and sulfur
hexafluoride (SF6).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. Examples include designated carpool/vanpool parking,
secure bicycle parking, and public bicycle parking.
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.
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Mode Share
Means percentage of commuters who use different modes of
transportation, such as drive-alone, transit, bike, walking, etc.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.
New Development Construction of a new building structure on vacant land or to replace
demolished/razed property.
Non-Infrastructure
ImprovementsStrategies
TDM strategies such as policies, programs and partnerships that are
implemented once the development is occupied. Examples include
ridematching programs, transit subsidies, and marketing and
promotion of transportation options.
Non-Residential
Development
Non-residential or commercial development includes the following
land uses: industrial, retail, hotel, office, manufacturing, and mixed-
use.
Preliminary Plan
A preliminary plan is created during the discretionary permit phase.
The project will be conditioned to submit a final TDM plan to the
satisfaction of the City Engineer prior to occupancy of an associated
building permit.
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.
Shell Building Spec building with no pre-defined use and/or occupancy.
Single Occupancy
Vehicle (SOV) trips
Means one occupant per vehicle. SOV trips can be used
interchangeably with drive-alone or solo driving trips.
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TDM Menu of Options A list of TDM strategies that may be implemented at a work site.
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.
Transportation
Coordinator (TC)
A TC 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. TCs are responsible for preparing
and implementing the approved TDM. TCs are required to attend an
introductory training.
Transportation Demand
Management (TDM)
Strategies, policies, and programs that reduce demand on roadway
infrastructure by reducing single-occupancy vehicle trips. 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 Demand Management (TDM) means
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 employee trips
(ADTADET) are subject to the ordinance and must submit a TDM
plan.
Transportation Demand
Management (TDM)
Plan
Strategies and investments to reduce SOV mode share and VMT
tailored to a specific worksite/property, including facilities
improvements, programs, incentives/disincentives, education,
marketing, and outreach.
Unbundling Parking Lease or sell all parking spaces separately from the rental or
purchase fee for residential units or commercial space.
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.
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G.F. TC Designation Form
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Transportation Coordinator
Designation Form Instructions
Transportation Demand Management (TDM) Plan
Your organization is required to implement and monitor a TDM plan that was approved as part of
the City of Carlsbad’s development approval process. More information about the TDM plan
requirements can be found in the Carlsbad TDM Handbook.
Transportation Coordinator (TC) Duties
The transportation coordinator is responsible for the implementation and compliance monitoring
of the TDM plan on file with the City of Carlsbad. Implementation duties include:
Attending an introductory TC meeting and completing a TC training
Ensuring that all strategies selected in the approved TDM plan are available to
employees/residents, are being maintained regularly, and are being promoted regularly to
employees/residents
Distributing transportation options information to new employees/residents
Coordinating with the city’s business outreach TDM program (Carlsbad Commuter),
including attending at least one event or meeting and participating in/promoting at least
two citywide TDM events per year.
Administering a city-provided or city-approved commute survey to employees and
submitting a TDM status report to the City of Carlsbad at the frequency identified in the
TDM plan.
Form Instructions
This form will become an appendix to your approved TDM plan. Complete the form, including
the required signatures and the appendix number on the cover sheet and add it to your approved
TDM plan. Submit the TDM plan with the new appendix but excluding this instruction page via
email to Jennifer Horodyski at Jennifer.horodyski@carlsbadca.gov.
For information regarding the TDM plan requirements, TC duties, or assistance with completing
this form, please contact Jennifer Horodyski at Jennifer.horodysky@carlsbadca.gov or (760)
602-2747.
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TDM Plan Appendix _: TC Designation Form
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Transportation Coordinator Designation Form
Name of company/property the TDM plan applies to: _________________________
Worksite/property address: _____________________________________________
Telephone: ___________________
Permit Number associated with the TDM plan: ___________________
Name of transportation coordinator (TC): ________________________________
Company name: _______________________
Email: ______________________
Phone: _______________
Employee title: ____________________
Percent of time dedicated to TC duties: ________
Instructions for the TC: Review and check the following requirements.
I have received and reviewed my company’s/property’s TDM plan
I fully understand the implementation and compliance duties
I commit to implementing the TDM plan commitments as described in the plan. If any of the
approved strategies cease to be available or appropriate at my worksite, I will contact the City of
Carlsbad to see whether a TDM plan amendment is needed.
Name and Signature of Transportation Coordinator:
Printed Name and Title Signature Date
Instructions for the supervisor of the TC: Review the duties described in the instructions. Indicate
your approval of the time commitment by signing below.
I have received and reviewed my company’s/property’s TDM plan
I commit to filing a new transportation coordinator form within 60 days of designating a new
TC.
Name and Signature of TC Supervisor:
Printed Name Signature Date
Organization Email Phone
Number
Note: If the TC changes, please inform the city by submitting a new TC Designation Form.
Dec. 5, 2022 Item #6 Page 124 of 137
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Transportation 1635 Faraday Avenue Carlsbad, CA 92008 760-602-2746 t
Council Chambers
1200 Carlsbad Village Drive
Carlsbad, CA 92008
Tuesday, Sept. 7, 2021, 4 p.m.
CALL TO ORDER: Chair Gocan called the Meeting to order at 4:04 p.m.
ROLL CALL: Present: Gocan, Perez, Penseyres, Linke and Coelho
Absent: Fowler
PLEDGE OF ALLEGIANCE: Vice-Chair Perez led the Pledge of Allegiance
This meeting was conducted virtually via Zoom due to the stay-at-home order for COVID-19.
APPROVAL OF MINUTES:
Motion by Vice-Chair Perez, seconded by Commissioner Penseyres to approve the minutes for the Aug.
2, 2021 meeting.
Motion carried: 4/0/1/1 (Abstained: Coelho; Absent: Fowler)
PUBLIC COMMENTS ON ITEMS NOT LISTED ON THE AGENDA: None
CONSENT CALENDAR:
1.EL CAMINO REAL ROADWAY IMPROVEMENTS FROM SUNNY CREEK ROAD TO JACKSPAR DRIVE,
CAPITAL IMPROVEMENT PROGRAM PROJECT NO. 6094 - Support staff’s recommendation to
implement the El Camino Real Roadway Improvements from Sunny Creek Road to Jackspar Drive,
Capital Improvement Program (CIP) Project No. 6094 (Project) providing operational improvements
consistent with the city’s General Plan Mobility Element.
This item was pulled for discussion by Vice-Chair Perez
2.SHARED LANE MARKINGS ON LEVANTE STREET FROM SEGOVIA WAY TO LA COSTA AVENUE- Support
staff’s recommendation to install shared lane markings on Levante Street from Segovia Way to La
Costa Avenue
PUBLIC COMMENT ON ITEM 2:
David Levin - Members of the Traffic and Mobility Commission: Having shared lane markings and other
appropriate signage alerting drivers to share the road for the sake of all bicyclists’ safety on Levante
Street will be greatly appreciated by all bicyclists who navigate the narrowness of this street, especially
when parked cars and trucks are present. I am very appreciative that Council Member Teresa Acosta,
City Traffic Engineer John Kim, Associate Engineer Lindy Pham, and everyone on their teams who
conducted the study found that there is indeed a need to improve Levante Street for all bicyclists.
And I’m pleased that the Carlsbad Traffic and Mobility Commission will be hearing the
recommendation. However, I am a bit disappointed that the recommended starting point for the
Exhibit 4
Dec. 5, 2022 Item #6 Page 126 of 137
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Transportation 1635 Faraday Avenue Carlsbad, CA 92008 760-602-2746 t
sharrows and related signage will be only between Segovia Way and La Costa Avenue on Levante
Street. There needs to be more territory covered on Levante Street.
The width from one side of Levante Street to the other side, starting from Escenico Terrace to Segovia
Way appears to be similar to what the engineers are recommending for shared lane markings on
Levante Street from Segovia to La Costa Avenue, especially with parked vehicles.
In other words, the installation of sharrows and other appropriate signage should be expanded on
Levante Street from Escenico Terrace to La Costa Avenue—not just Segovia Way to La Costa
Avenue. That shortcoming would not lend itself to bicycle safety to all the areas needed on Levante
Street.
Without delay to deciding on the engineers’ recommendation, it is my hope that the Traffic and Mobility
Commission will request another look at an extended placement shared lane markings and other
appropriate signage from Escenico Terrace to La Costa.
Thank you very much.
DISCUSSION:
City Traffic Engineer Kim stated that it is not common practice for engineers to consider sharrows on
residential streets that are posted at 25 miles per hour. The speeds are low enough that sharrows are
typically not necessary. However, since a portion of Levante Street is defined as a school street per the
Mobility Element, staff has recommended the installation of sharrows upon the portion of Levante
Street that is defined as a school street. Staff is willing to hear the commission’s recommendation on
expanding the area of sharrow installation per Mr. Levin’s comment.
Commissioner Penseyres asked the distance referenced in the residents’ request.
City Traffic Engineer Kim said it is over 10 intersections and about 5,000 extra feet, and relatively flat.
Commissioner Linke is familiar with the street, acknowledges that this is just not a regular street, but a
thoroughfare, however he supports the staff’s recommendation and can consider other sections in the
future.
Vice-Chair Perez mentioned that the section going west has a bit of a slope and possible blind section,
but is in agreement with staff’s recommendation at this time to try it out.
Chair Gocan and commissioners agreed that the resident has a concern, yet they will try it out and they
will move forward.
ACTION:
Motion by Commissioner Linke, seconded by Commissioner Penseyres to approve Consent Calendar
Item 2 - Shared Lane Markings on Levante Street from Segovia Way to La Costa Avenue, as presented.
Motion carried: 5/0/0/1 (Absent: Fowler)
Motion by Commissioner Linke, seconded by Vice-Chair Perez to approve Consent Calendar Item 1- El
Camino Real Roadway Improvements from Sunny Creek Road to Jackspar Drive, Capital Improvement
Program Project No. 6094, as presented.
Motion carried: 5/0/0/1 (Absent: Fowler)
DEPARTMENTAL REPORTS:
3. POLICE MONTHLY REPORT – (Staff Contact: Corporal Matt Bowen, Police Department)
Dec. 5, 2022 Item #6 Page 127 of 137
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Corporal Bowen presented the report and reviewed a PowerPoint presentation (on file in the Office
of the City Clerk)
DISCUSSION:
Corporal Bowen pointed out that Carlsbad schools opened up on August 24, and the motors were at the
schools both morning and afternoons to help with any traffic issues and to keep the kids safe, in
addition to the crossing guards.
Corporal Bowen highlighted the purchase of an Electronic Message Board that is displayed on Carlsbad
Boulevard with the following message “Loud Exhaust Enforced Ahead”.
Commissioner Penseyres and Vice-Chair Perez are interested in hearing about the Know Your Limit
program related to driving under the in fluence at the next meeting.
4. ALL-WAY STOP ON CEREZO DRIVE AT LOS ROBLES DRIVE AND EL ARBOL DRIVE – (Staff Contact: Lindy
Pham and John Kim, Public Works)
Staff’s Recommendation: Support staff’s recommendation to install an all-way stop at Cerezo
Drive and Los Robles Drive.
Associate Engineer Pham presented the report and reviewed a PowerPoint presentation (on file in the
Office of the City Clerk).
PUBLIC COMMENT ON ITEM 4:
Jonnie Johnson - Thank you for work to resolve traffic problems in Terramar. It is much appreciated.
However, there are two issues that need further attention.
1. The most critical is the lack of red curbs/no parking signs on the western most portion of
Cerezo. The curbs are painted red on the southern side of the street between Carlsbad Blvd and
Los Robles, except for 2-3 parking spaces. The report states Cerezo is 36’ wide. It is, in some
portions. However, the street is tapered hence the western portion is narrower, approximately
33’ wide, leaving 16’ per lane. Per CA DOT, car widths are normally 6-8’ wide making
parking/driving tight. Cerezo is the primary entrance to Terramar. It is also a popular parking
spot for beachgoers. Surfers bring surfboards. adding another factor (one that is not addressed
in the current Residential Traffic Calming Program) to the traffic problem. They lay their boards
in the street reducing the passage even more. In addition, the owner of the house located on
southwest corner Cerezo/Carlsbad Blvd. has laid several large boulders on the easement,
causing pedestrians to walk in the street. (see attached photos.) This situation presents a
potential liability problem for the City if a pedestrian is hit, because of the boulders. The
intersection at Carlsbad Blvd/Cerezo has one pedestrian crosswalk located at the south side, so
it makes sense that westbound pedestrians on Cerezo be directed to the southern crosswalk on
the Blvd. Highly recommend the south side of the street between Carlsbad Blvd/Los Robles be
painted red.
2. Page 2, 2nd para. “Removal of on-street parking MAY not be supported by the Coastal
Commission…” This is ironic, since the next street over, Manzano, has NO parking on either side
and it is a blocked off from Carlsbad Blvd traffic.
DISCUSSION:
City Traffic Engineer Kim commented on the pedestrian concerns brought up by Ms. Johnson and
offered that a new sidewalk, which will be analyzed by the Transportation Department. The removal of
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parking would create more space, but it may also lead to other concerns as people would simply park
further into the neighborhood. The removal of the parking spaces would create a wider street, which
may also increase vehicle speeds. Based on these considerations, the appropriate recommendation is to
install the all-way stop at Cerezo Drive and Las Robles Drive.
Chair Gocan asked and it was confirmed that staff will analyze the feasibility of a sidewalk in the future.
Commissioner Penseyres inquired about the location of the boulders in relation to the right of away.
City Traffic Engineer Kim said that they will look into it since they just received this comment over the
weekend.
Transportation Director Frank mentioned that similar to other streets, there are private encroachments
with landscaping, rocks, and boulders in the right of way. Staff has looked into this but have not reached
out to the involved property owners to discuss options.
Commissioner Penseyres asked about the speed survey, have we considered putting out rubber tubes to
catch the speeders when no one is there watching them. The concern is the maximum speed not the
critical speed.
City Traffic Engineer Kim replied that there is no accepted standard or practice that considers maximum
speed as a design factor and that critical speed is the appropriate measure. Maximum speeds are
captured since the speed measurement device records on a 24-hour per day basis.
Commissioner Linke asked about the no parking signs and the barricade on Manzano Drive.
City Traffic Engineer Kim will research the installation date as well as the justification for designating a
no parking zone.
Transportation Director Frank said that if staff decided to consider a sidewalk as a part of the sidewalk
improvement program, staff would hold workshops with the neighbors to explore different
opportunities.
Vice-Chair Perez inquired about the timing of the speed feedback sign deployment and a work-from-
home philosophy.
Associate Engineer Pham said that they did consider the lower volume of traffic during a pandemic. The
volume of the traffic was 118 and the minimum to qualify for consideration is 300 vehicles per hour per
the Manual on Uniform Traffic Control Devices. Staff was confident that “normal” traffic levels would
not reach the minimum levels
City Traffic Engineer Kim mentioned that volume of traffic around the beaches has been fairly high
during the pandemic. Staff looked at the eight specific recommendations or guidance factors. The
location did not meet the criteria for vehicle volume, but it did meet the criteria for the
vehicle/pedestrian conflicts, which is why they are recommending the stop sign at that intersection.
Commissioner Penseyres inquired if there are any future projects that will be adding parking?
Transportation Engineering Manager Ajideh said that the Terramar project will improve Carlsbad
Boulevard including some parking improvements. The Terramar project is still in the environmental
review process and staff will bring it to the commission when it is appropriate.
Commissioner Linke likes the suggestion of looking at sidewalks and would appreciate a more global
picture of all the parking and safety issues. Motion by Commissioner Linke, seconded by Commissioner Penseyres to support staff’s recommendations to install All-Way STOP control on Cerezo Drive at Los Robles Drive and El Arbol Drive.
Motion carried: 5/0/0/1 (Absent: Fowler)
5. VILLAGE AND BARRIO INTERSECTION CONTROL AT OAK AVENUE AND ROOSEVELT STREET- (Staff
Contact: Hossein Ajideh, Public Works)
Staff’s Recommendation: Support staff’s recommendation
Dec. 5, 2022 Item #6 Page 129 of 137
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Transportation Engineering Manager Ajideh presented the report and reviewed a PowerPoint
presentation (on file in the Office of the City Clerk).
PUBLIC COMMENT ON ITEM 5:
Xylina Lim - Buddha Teas has operated out of our current facilities on Tyler Street for close to ten years.
As a tea company, we receive large shipments of herbs and dried goods. While we encourage the efforts
of creating a safer area by controlling the flow of traffic, the proposed traffic circles inhibit larger
vehicles to enter our facilities. We will be one of many local businesses impacted by this change as we
have personally witnessed larger truck deliveries in the area that squeeze into smaller spaces than ours.
This feat alone takes a very skilled driver; the introduction of roundabouts will prevent trucks to have
any access to our facilities in the current proposed locations. As safety is at the forefront of our worries,
Buddha Teas would like to offer an alternative solution -- stop signs or speed bumps. We agree that the
driving speed observed is sometimes far beyond the speed limits. Stop signs will allow drivers to fully
stop and take in their surroundings for pedestrians and small creatures. In addition, speed bumps still
allow traffic movement, just at a more reasonable speed. In conclusion, the traffic circles would result in
a very detrimental loss for local businesses like ours. It is imperative for local businesses to receive
shipments at all, no matter the size.
DISCUSSION:
Commissioner Linke asked if corner bulb outs are an option for this location.
Transportation Engineering Manager Ajideh said that they did not introduce the bulb outs because they
heard the Boys and Girls Club concerns and they were trying to gain a few parking spaces. The four-way
stop is the safest condition for pedestrians.
Commissioner Penseyres asked if a scramble type crosswalk is possible?
Consultant Capuzzi said that he has not seen scrambles at all-way stops. They are typically used at traffic
signals.
Transportation Director Frank agreed that he has not seen a scramble at an all-way stop, it is probably
not a viable option.
Commissioner Coelho asked why we originally looked at a traffic circle at this location.
Transportation Engineering Manager Ajideh said that during the design stage, they noticed that there
were concerns for this specific intersection.
Deputy City Manager Gomez mentioned that during the Village and Barrio Master Plan development
there was a lot of public outreach. As the ideas came forward, they were presented and vetted. They
took the information included in the Village and Barrio Master Plan as a starting point and had the
consultants help them develop the plans and specifications. After speaking with the local businesses,
and particularly the Boys and Girls Club, there were some concerns and changes from what was
previously approved by City Council and had been presented to the Traffic and Mobility Commission.
Motion by Commissioner Coelho, seconded by Commissioner Linke to support staff’s recommendation
for alternative intersection control feature (no-project alternative with adding continental crosswalks) at
Oak Avenue and Roosevelt Street, which is part of the Village and Barrio Traffic Circles, Capital
Improvement Program Project, or CIP, No. 4015.
Motion carried: 5/0/0/1 (Absent: Fowler)
6. TRANSPORTATION DEMAND MANAGEMENT (TDM) PROGRAM AND TDM HANDBOOK – (Staff Contact: Tom Frank, Public Works) Staff’s Recommendation: Receive a presentation and provide input
Dec. 5, 2022 Item #6 Page 130 of 137
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Transportation Director/City Engineer Frank presented the report and reviewed a PowerPoint
presentation (on file in the Office of the City Clerk).
PUBLIC COMMENT ON ITEM 6:
1. Diane Nygaard - Honorable Chair and Commissioners: We were very disappointed after reading the
staff report for this agenda item. Our expectation was that a status report would actually report on
results. Understanding results is critical to determining what changes are needed in the program.
This report unfortunately does not discuss that.
What, if any, impact has this program had on increasing the mode share for alternative
transportation? How many businesses are participating? Have they completed baseline
surveys? How many have completed follow up surveys- and do they show any increase in mode
share for alternative transportation? What has been their experience with use of the actions from
the checklist and how does that inform decisions about modifying the TDM Ordinance/Handbook
for the next update?
We will separately forward to you and staff a discussion prepared by our attorney on the
inadequacies of the existing TDM program. We recognize the city's position is that they are in
compliance with the conditions of our settlement agreement related to the TDM program. But the
concerns raised in that letter are all relevant for your consideration of what needs to be improved if
this program is to achieve a meaningful reduction in GHG.
Today as we see the devastating impacts of climate change around our country and the world,
taking this issue seriously is imperative.
Thank you for providing important oversight and direction to staff.
2. Mike Bullock- We should all be serious about TDM, for 5 reasons:
1.) Cars are by far the category of GHG emission that emits the most GHG (CO2)
2.) The Intergovernmental Panel on Climate Change (IPCC) recently reported that humanity has a
“Code Red” climate emergency
3.) The IPCC says this because humanity is on a path to result in climate destabilization, which is
likely to end most life forms on Earth, including our own species
4.) There are two climate “targets”, or requirements, that must be achieved, to avoid climate
destabilization or, put another way, must be achieved to stabilize the earth’s climate at a livable
level
a. The 2nd requirement is to achieve net-zero emissions by 2045 or, if we are lucky, we
might be able to slip that out to 2050
b. The first requirement (which is the most important one, because if we fail to achieve the
first requirement, achieving the later requirement won’t save us) is to emit at a level
that is no more than 80% below what we emitted in 1990, by 2030, as part of an overall
world-wide plan to get our earth’s atmospheric CO2 to stop going up. (Note that
atmospheric CO2 is now around 420 PPM, but it should be around 280 PPM. 350 PPM
was deemed to be “dangerous” over 10 years ago.)
5.) The 2030 requirement can’t be achieved by only electrifying our fleet; we must reduce
driving. (I have done the math and verified this to be true.)
It seems to me that if Carlsbad were serious about TDM, then it would develop and implement a good
TDM program for their own employees, to show the employers in Carlsbad how it is done. Once the
Carlsbad TDM is “successful”, meaning that it is favored by most Carlsbad employees and it reduces
driving as predicted, other companies in Carlsbad could be required to adopt the same TDM.
Dec. 5, 2022 Item #6 Page 131 of 137
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Since we need big reductions by 2030, we must rely on pricing. Complete streets, better transit, and
better zoning need to happen ASAP, but their GHG reductions will not happen fast enough or be large
enough, given the 2030 requirement of emitting at no more than 80% below what was emitted in 1990.
We need systems to improve the way drivers pay for the use of roads and transit. The Road Use Charge
(RUC) is a state function. Carlsbad needs to ask California to implement a good RUC system in time to
help achieve the 2030 target. (ASAP!) Parking policy reform is for the municipalities. And Steve, you are
correct. TDM needs to be for all types of development.
I am a retired satellite system engineer. This is a systems-engineering problem. I have worked the
problem of identifying a set of enforceable measures to ensure that cars will achieve the 2030 target. It
has been presented multiple times, at Air and Waste Management Association (AWMA)
conferences. Each time the paper was presented, it was peer reviewed. The 2nd attached file is the
paper; the 3rd file is the power point file I use to present the paper.
DISCUSSION:
Chair Gocan is working with the school district, the city, and hopefully the community to make sure that
bikes have safe access through the intersections. Her personal goal is that 20% to 30% of the students,
especially high school student use walking or biking to go to school and create a safe place for drop off
and pick up of students.
Commissioner Linke would like to highlight four different regulatory pathways. Specifically, Mobility Plan
items 3P-8 to 3P-11. The items are:
1. TDM Ordinance and Handbook focusing on reducing employment related vehicle trips not only on
larger new businesses.
2. Having developers pay their fair share when they are adding traffic to the streets and congestion and
are failing to meet our GMP standard.
3. Our multi-modal level of service point system to achieve the minimum GMP standard to improve
nonvehicle modes of travel which he is on the ad hoc committee, because the standard is way too low.
He wants to include definitions of different TDM approaches to help the point system.
4. A state mandated environmental review of CEQA to reduce vehicle miles traveled. He is
recommending that these four regulatory pathways to be handled in the revision of the TDM Handbook.
Transportation Director Frank appreciates the timely comments and staff will be looking at what steps
are needed to update TDM to best serve our program goals.
Commissioner Linke gave examples and suggestions on how to update the TDM handbook, specifically
section 1.7 to include more than just the employees, to include all patrons of the business. In section 2.2
the thresholds of compliance, needs to address the trips that are added to exempt streets at a higher
standard. In section 2.5 the tier levels themselves and how they are applied from a Tier 1 to a Tier 2 or
Tier 3. The strategy needs to be beefed up to adequately address the trips to the site and determine if
the measures are working. He is suggesting that the survey be done every year for the first few years to
make sure they are properly monitored.
Commissioner Linke suggested that staff confirm that the TDM programs have been implemented and
the actual performance of those programs.
Consultant Hester agreed this is a really good comment and concern. The goal is to find out how many
people are participating in the program on the commercial side.
Transportation Director Frank said that on the residential projects we don’t have the same options or
tools to reinforce them. Staff will look into what options they have for residential projects based on all
the comments they receive. COVID-19 has made it difficult to complete the monitoring of the TDM
program.
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Chair Gocan asked if it is ever going to be possible for the traffic and transportation engineers to review
the TDM applications.
Consultant Hester said that they will be looking at the process along with the content.
Transportation Director Frank said that the Community Development Team uses the handbook as a part
of their review. All of these examples are going to help improve this new TDM program. Commissioner
Linke mentioned that the City, when it updated the General Plan in 2014, discussed TDM.
Commissioner Linke would like staff to review the Innovative Feature category. Also review the
definition of how projects get the number of points they receive in every category.
Commissioner Coelho inquired about who has the lead in approving the TDM plans and the roles of the
different groups that participate in the process.
Deputy City Manager Gomez said that the Traffic and Mobility Commission does not review the TDM
Plans for private development projects. It is in the commission purview to look at and provide input on
how we can improve our processes and things that are related to traffic and mobility.
Transportation Director Frank said that he, as the City Engineer has the authority to make the changes.
Staff likes to work in a transparent manner to bring forward updates and receive suggestions like we are
doing tonight. Staff is currently providing Traffic Impact Analysis reviews for all projects, including
Community Development projects.
Chair Gocan mentioned that transportation options, like e-bikes, have changed a lot over the years. The
city is also seeing more traffic on the roads and the Traffic and Mobility Commission cannot address all
the associated tasks to reduce this traffic.
Transportation Director Frank agreed, and said it is getting more challenging with the state laws coming
out about higher densities. His challenges as the Transportation Director is to inform the policy makers,
the commission, the City Council, and the public of the coming issues and how we are going to address
it. The roads are congested, we cannot eliminate congestion, we can improve the efficiency of the road
network. Staff acknowledge that transportation behavioral changes are difficult because people like to
go from point A to B in a timely and convenient manner.
Commissioner Penseyres recommends that with the TDM program we could use a positive approach like
employers offering an easy access for bicyclist to a private shower with lockers and towel racks. The bike
parking should be close to the showers and lockers. We should be very specific about the amenities that
we provide for cycling to work. There are places in the TDM options that say should, when shall do this
to get the points, is more appropriate. When talking about bike racks it says if practicable then include
on your drawings. If it’s not practicable and they you are not going to do it, we need to make the
wording tougher so that they do it. We need to be a lot more specific on what a good faith effort gets
them before they can collect the points. Everything we do evolves around the automobile, like
rewarding an employee with a car and/or a premium parking spot. We have to do a paradigm shift and
we will need a lot of perks to change behavior. We need to provide very specific things in the TDM
program to encourage people to take another look at what else they can do. Finally, we need to place
more importance on education. For example, e-bike education helps the kids understand the rules of
the road to get to where they need to go, like to the beach with their surf boards, this saves the parents
time and car trips.
Vice-Chair Perez agreed that e-bikes are the new way we are going to be moving into the bicycle
industry, one of our transportation innovations. We should try to be innovative in the city and provide
some kind of charging. The e-bikes are heavy and might not fit in an office. The e-bikes might need a
charge to make the return trip home. Education and safety have to be a really crucial point in the
handbook, items like helmets and the importance of being seen by the cars. In the handbook when it
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lists bike safety incentive the cost is medium, but the effectiveness is low. We need to place more
importance on providing helmet safety and being visible to the cars.
Chair Gocan mentioned the benefit of having e-bike chargers in the village as well as at the schools. To
make the bicycle riders, safe, comfortable, and provide a convenient place to charge.
Staff will consider all the suggestions to make the behavior change more rewarding.
7. ELECT A NEW TRAFFIC AND MOBILITY COMMISSION CHAIR AND VICE-CHAIR – (Staff Contact: John Kim, Public Works)
Staff’s Recommendation: Elect a new T&MC Chair and Vice-Chair
Motion by Commissioner Penseyres, seconded by Commissioner Coelho to nominate Commissioner Perez to one-year term as Chair and to nominate Commissioner Linke to 1-year term as Vice-Chair.
Motion carried: 5/0/0/1 (Absent: Fowler) CITY TRAFFIC ENGINEER REPORT: City Traffic Engineer Kim noted that staff had received comments regarding VMT from Commissioner Linke and would be bringing VMT as an agenda item in the near future. City Traffic Engineer Comments: Attachment A TRAFFIC AND MOBILITY COMMISSION COMMENTS:
Motion by Commissioner Penseyres, seconded by Vice-chair Perez to put in the agenda for the next
meeting to return to 3 p.m. T&MC meetings for as long as it continues to be virtual meetings.
Motion carried: 5/0/0/1 (Absent: Fowler)
Commissioner Penseyres inquired about the 2017 bicyclist crash in 2017 listed in the staff report near
Levante and Anillo Way. Staff will look at the location to evaluate the potential conflict point and if
needed, propose a potential solution.
Vice-Chair Perez gave a compliment to staff on the improvements at College Ave and El Camino Real, for
bicyclists, as a bicyclist at that intersection. He asked and will email staff about the new park at the
reservoir and the potential line of sight over the hill if that can be reviewed. He has received comments
from the neighborhood near Sage Creek High School about the new drop off location and the back-up it
is causing on the roadway.
Commissioner Linke gave several compliments to all aspects of the meeting, including the commission
and public comments. He inquired about the Vehicle Miles Traveled analysis guidelines change. It would
be nice for the commission to see the one major revision as listed in the report as a separate topic as
soon as possible. Consider treating the TDM guidelines as a living document in the same manner as the
Vehicle Miles Traveled analysis guidelines and consider making some changes immediately to improve
the situation while we are looking at updates to the TDM handbook.
Commissioner Coelho appreciates everyone’s efforts at this meeting and looks forward to working with
all of them.
Chair Gocan has been working with Sage Creek and the district about e-bikes. On Carlsbad Village Drive
at College Boulevard, the right turn is wide, the cars move over and the bikes are trying to get around.
She recommends staff to pay attention to that and also noticed parents are parking at the bus stop and
blocking the location for bikes.
Dec. 5, 2022 Item #6 Page 134 of 137
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Chair Gocan announced her resignation from the Traffic and Mobility Commission.
Transportation Director Frank thanked Chair Gocan for her service, her advocacy for school bike safety
that can continue into the future, and most importantly, Happy Birthday!
ADJOURNMENT:
Chair Gocan adjourned the Traffic and Mobility Commission Meeting on Sept. 7, 2021, at 7:35 p.m.
___________________________ Eliane Paiva, Minutes Clerk
Dec. 5, 2022 Item #6 Page 135 of 137
1
Memorandum
To: Nathan Schmidt, City of Carlsbad
From: Ulla Hester, UrbanTrans
Regarding: TDM Plan Monitoring Summary as of Fall 2022
TDM Plan Monitoring
Under the Carlsbad TDM ordinance, properties/employers with an approved TDM plan must prepare a
baseline commute survey within one year of reaching 75% occupancy or within 18 months of initial
occupancy, whichever occurs first. Properties conduct follow-up surveys every two years to gauge
progress towards the sustainable transportation mode share goals identified by the city of Carlsbad
(Table 1). Along with the survey results, properties submit a status report documenting the
implementation status of their TDM plan strategies. Properties that fail to reach their mode share goals
during their follow-up surveys may have to amend their TDM plan to improve their progress towards the
goal.
Table 1: Sustainable Mode Share Goals
Period in which
Reporting Falls
Sustainable 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%
Monitoring Results as of Fall 2022
Since 2020, UrbanTrans has conducted 25 baseline surveys and three follow-up surveys. The Fall 2022
survey period was the first period during which follow-up surveys were conducted. Since surveying
began, 3,680 employees have completed a baseline survey, representing a total population of more
than 7,500 employees. Table 2 summarizes the sustainable mode share for all baseline and follow-up
surveys, including whether they achieved the 24% goal. It should be noted that baseline survey
participants are not expected to achieve the goal, since they are still at the beginning of implementing
their TDM program.
Key Findings:
•Three employers conducted their first follow-up survey in the Fall 2022 period after completing
their baseline survey in the fall of 2020. All three recorded a higher sustainable transportation
mode share than that recorded during their baseline survey, and all exceeded the sustainable
mode share goal of 24%.
•An additional 21 properties/employers conducted baseline surveys between spring of 2021 and
fall of 2022. Ten achieved the 24% goal, eight did not, and three are still in the process of
collecting responses to achieve their response rate goal.
Exhibit 5
Dec. 5, 2022 Item #6 Page 136 of 137
2
• The average baseline sustainable transportation mode share was 22.2%, reflecting 24
participating properties/employers and using a weighted average by employee population.
• The average follow-up sustainable transportation mode share was 37%, reflecting three
participating properties/employers and using a weighted average by employee population.
Table 2: Baseline and Follow-Up Survey Results 2020 – 2022
Baseline Survey First Follow-Up Survey
Property/
Employer
Number of
Employees
Survey
Period
Sustainable
Mode
Share
Survey
Period
Sustainable
Mode
Share
Baseline
Survey
Goal
Achieved
Follow-Up
Survey
Goal
Achieved
Havas Edge 170 Fall 2020* 6% Fall 2022 **
RQC Corp HQ 73 Fall 2020* 29% Fall 2022 45% Yes Yes
CalAmp 114 Fall 2020* 13% Fall 2022 47% No Yes
Gemological
Institute of
America (GIA) 885 Fall 2020* 16% Fall 2022 35% No Yes
Carlsbad Oaks
North Lot
2/Amazon Lot
DSD5 158 Spring 2021 12% No
Viasat 2485 Spring 2021 11% No
Airspace 166 Fall 2021 33% Yes
Beckman
Properties/Implus 42 Spring 2022 48% Yes
Millipore Sigma 44 Spring 2022 16% No
Pac Western
Bank 67 Spring 2022 18% No
Fashionphile 43 Spring 2022 17% No
Badiee
Development 52 Spring 2022 27% Yes
Spy Optic/Bolle
Brands 50 Spring 2022 46% Yes
Anaergia 46 Spring 2022 48% Yes
DCN Diagnostics 75 Spring 2022 14% No
Thermo Fisher 1905 Spring 2022 41% Yes
Alphatec Spine 347 Fall 2022 9% No
Amazon (5980
Eagle Drive) 109 Fall 2022 TBD TBD
Antech 100 Fall 2022 61% Yes
Elago 23 Fall 2022 4% No
GenMark /Roche 376 Fall 2022 TBD TBD
Havas Edge
(new location) 140 Fall 2022 25% Yes
Investcloud 10 Fall 2022 76% Yes
Neogenomics 210 Fall 2022 59% Yes
OnTrac 64 Fall 2022 TBD TBD
*Survey results reflect pre-pandemic commute behavior collected as part of the Fall 2020 baseline survey
** TDM plan is no longer active
Dec. 5, 2022 Item #6 Page 137 of 137
Jason Geldert, P.E., Engineering Manager
Nathan Schmidt, Transportation Planning and Mobility Manager
Dec. 5, 2022
Update of the Transportation Demand
Management Handbook and Overview
of Employer Survey Results
RECOMMENDED ACTION
Receive a presentation on the citywide
Transportation Demand Management Program and
provide input to city staff on the updates to the
Transportation Demand Management Handbook.
ITEM 6: TDM Program
PRESENTATION OUTLINE
•Update on TDM Ordinance and
Handbook
•Update on TDM Evaluation and
Programming
•T&MC may provide feedback on
updates to the TDM Handbook
ITEM 6: TDM Program
APPROACH TO UPDATING
TDM HANDBOOK
ITEM 6: TDM Program
•Presented to the T&MC in September
2021
•Staff performed revisions based on
experiences in working with
development applications and
feedback provided by the T&MC
4
"Transportation Demand Management
(TDM)" means strategies, policies, and
programs that reduce demand on
roadway infrastructure by reducing
single-occupancy vehicle trips.
5
ITEM 6: TDM Program
What is TDM?
REGULATION AND POLICIES
GENERAL
PLAN
MUNICIPAL
CODE
TDM PLAN TDM
HANDBOOK
ITEM 6: TDM Program
6
TDM HANDBOOK
•Introduces TDM
•Focuses on two City of Carlsbad programs:
•TDM ordinance
•TDM program for businesses
•Provides developers and businesses with
resources
•Designed to be a living document
ITEM 6: TDM Program
7
TDM ORDINANCE AND
HANDBOOK UPDATES
•Added new chapter with requirements for
residential projects with additional TDM
measures specific to residential projects
•Clarified project trip generation methods
•Clarified TDM plan review and approval process
•Clarified expectations for strategy development
ITEM 6: TDM Program
TDM ORDINANCE AND
HANDBOOK UPDATES
•Added new requirements where speculative
projects need to include TDM requirements in
leases
•Provided additional guidance on TDM
measures; bike parking, micromobility,
subsidies, outreach, etc.
•Expanded the enforcement process to
include surveying and monitoring
ITEM 6: TDM Program
TDM EVALUATION
OVERVIEW
EMPLOYERS/PROPERTIES
•Must prepare a baseline commute survey within one year of reaching 75% occupancy or within 18 months of initial occupancy, whichever occurs first.
•Must complete a follow-up survey every two years to show progress toward sustainable mode share goals.
•25 baseline surveys and three follow-up surveys have been completed to date.
•3,680 commuters have completed a baseline survey from a total population of +7,500.
ITEM 6: TDM Program
TDM EVALUATION CONTEXT
•Requires high response-rate and confidence level to ensure impacts are defensible.
•Incorporates SANDAG’s iCommute mandatory survey questions for regional application and partnerships.
•Results inform future programming and generate timely insights for each evaluation period.
•Opt-in option from commuters to receive TDM programming communications
•Ongoing monitoring of legislation that would impact future evaluation methodologies, efficiencies and frequencies
(example: employee data privacy laws)
ITEM 6: TDM Program
EMPLOYERS/PROPERTIES ITEM 6: TDM Program
10 employers exceeded
2025 Sustainable Mode
Share Goal with Baseline
22.2%
Sustainable Mode Share
(weighted of all baseline surveys)BASELINE SURVEYS21 Employers
Completed their
Baseline Survey Only
Follow-Up Surveys
Three Employers
Conducted Both their
Baseline and Follow-Up
Surveys Between 2020-
22
All Employers
Increased Sustainable
Mode Share from their
Baseline Surveys and
Exceeded 2025 Goals
37% Sustainable
Mode Share
(weighted of all follow-up
surveys)
ITEM 6: TDM Program
FALL 2022 MODE SPLIT ITEM 6: TDM Program
63.1%
26.0%
4.4%4.2%0.8%0.8%0.3%0.3%0.1%0.8%
0%
10%
20%
30%
40%
50%
60%
70%
Average Mode Split (n=1176)
Drove Alone ZEV (Zero Emission Vehicles) does not count towards a TDM Plan’s Sustainable Mode Split Goal
but does contribute to overall TDM program’s GHG reduction
2022 FIRST/LAST MILE ITEM 6: TDM Program
29%
71%
0%
10%
20%
30%
40%
50%
60%
70%
80%
Yes No
Percent of Respondents Who Would Take a Coaster Station Shuttle (n=1893)
•Over a quarter of commuters would consider taking the train and the
shuttle if one was offered
2022 FIRST/LAST MILE ITEM 6: TDM Program
29%
8%
25%24%
15%
0%
5%
10%
15%
20%
25%
30%
Five or more
days per week
Four days per
week
Three days per
week
Two days per
week
One day per
week
How Often Respondents Would Take a Coaster Station Shuttle
(n=557)
•Those who would ride the shuttle, would ride it on average three days per week
CARLSBAD COMMUTER
TDM
WEBSITE AND
TECHNOLOGY
STAKEHOLDER
MANAGEMENT
WITH
TRANSPORTATION
COORDINATORS
TDM RESOURCES
FOR EMPLOYERS AND
COMMUTERS
ITEM 6: TDM Program
TDM CAMPAIGNS
BALANCED WORK 2020
BALANCED WORK 2021
BIKE TO WORK DAY 2021
BIKE TO WORK DAY 2022
RIDESHARE WEEK 2022
SAFER STREETS TOGETHER 2022
CARLSBAD COMMUTER
STRONG
PARTNERSHIPS
SANDAG
NCTD
LIFE IN ACTION
COMMUNICATIONS
PROGRAM SUPPORT
& MARKETING
CARLSBAD CONNECTOR
NCTD+
MOVE CARLSBAD
SAFER STREETS TOGETHER
INTERNATIONAL
INDUSTRY ACCOLADE
3RD PLACE “2021 STRATEGY
PIVOT” FROM ASSOCIATION FOR
COMMUTER TRANSPORTATION
ITEM 6: TDM Program
EVALUATION IN ACTION
•Sample Spring 2022 data from one
of Carlsbad’s largest employers
•41% of staff commute sustainably
•Avg. Distance to Work is 18 Miles
•51% live within 10 miles of work
•Data being used to host a series of
vanpool formation meetings for
200+ employees
ITEM 6: TDM Program
Worked from
Home, 34%
Car/Vanpool,
4%
Transit, 1%
Bike, 1%Other, 1%
NEXT STEPS
•Finalize updates to the TDM Handbook
•Return to the T&MC to provide annual updates on
the TDM survey results and if necessary additional
updates to the TDM Handbook
•Additional info: https://www.carlsbadcommuter.com/
ITEM 6: TDM Program
THANK YOU!
ITEM 6: TDM Program