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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) ,,,,,11111111111,,,, ,::,''''o'''~ CAIi,'/..'''''//~ ~ ,I" •• n",c ~~-····· ·· ... u/4 ~/,.,.,/ ··.~~ 2 .... , .... ,.,:?. i0\~'1 ~-A?'! 1 ...... ~ (~/ ff ~ •••, •Hu,,.,.. ••• s 'Z,.,. .. ' .-.. ~ ~ '-:tt,, ·• ......... •·~,'r ~ ~11,,11'-IFOff. ,,,,,,~ ,,,,,,,,,1111111'''' 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 Dec. 5, 2022 Item #6 Page 12 of 137 Transportation Demand Management Handbook Version 2.0 Exhibit 3 Dec. 5, 2022 Item #6 Page 13 of 137 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. Dec. 5, 2022 Item #6 Page 16 of 137 Carlsbad TDM Handbook       4 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. Dec. 5, 2022 Item #6 Page 17 of 137 Carlsbad TDM Handbook       5 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 Dec. 5, 2022 Item #6 Page 18 of 137 Carlsbad TDM Handbook       6 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  Dec. 5, 2022 Item #6 Page 19 of 137 Carlsbad TDM Handbook       7 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. Dec. 5, 2022 Item #6 Page 20 of 137 Carlsbad TDM Handbook       8 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. Dec. 5, 2022 Item #6 Page 21 of 137 Carlsbad TDM Handbook       9 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. Dec. 5, 2022 Item #6 Page 22 of 137 Carlsbad TDM Handbook       10   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.  Dec. 5, 2022 Item #6 Page 23 of 137 Carlsbad TDM Handbook       11 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" Dec. 5, 2022 Item #6 Page 24 of 137 Carlsbad TDM Handbook       12  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. Dec. 5, 2022 Item #6 Page 25 of 137 Carlsbad TDM Handbook       13 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 Dec. 5, 2022 Item #6 Page 26 of 137 Carlsbad TDM Handbook       14 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  Dec. 5, 2022 Item #6 Page 27 of 137 Carlsbad TDM Handbook       15 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. Dec. 5, 2022 Item #6 Page 28 of 137 Carlsbad TDM Handbook       16 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  Dec. 5, 2022 Item #6 Page 29 of 137 Carlsbad TDM Handbook       17 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  Dec. 5, 2022 Item #6 Page 30 of 137 Carlsbad TDM Handbook       18 Developer/ Employer Programs Transportation  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    Dec. 5, 2022 Item #6 Page 31 of 137 Carlsbad TDM Handbook       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 Dec. 5, 2022 Item #6 Page 32 of 137 Carlsbad TDM Handbook       20 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. Dec. 5, 2022 Item #6 Page 33 of 137 Carlsbad TDM Handbook       21 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. Dec. 5, 2022 Item #6 Page 34 of 137 Carlsbad TDM Handbook       22 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  Dec. 5, 2022 Item #6 Page 35 of 137 Carlsbad TDM Handbook       23 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. Dec. 5, 2022 Item #6 Page 36 of 137 Carlsbad TDM Handbook       24  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. Dec. 5, 2022 Item #6 Page 37 of 137 Carlsbad TDM Handbook       25 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 Dec. 5, 2022 Item #6 Page 38 of 137 Carlsbad TDM Handbook       26 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  Dec. 5, 2022 Item #6 Page 39 of 137 Carlsbad TDM Handbook       27 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  Dec. 5, 2022 Item #6 Page 40 of 137 Carlsbad TDM Handbook       28 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  Dec. 5, 2022 Item #6 Page 41 of 137 Carlsbad TDM Handbook       29 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 Dec. 5, 2022 Item #6 Page 42 of 137 Carlsbad TDM Handbook       30 All Properties Micromobility Fleet Provide e‐bikes, electric cargo bikes, e‐ 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  Dec. 5, 2022 Item #6 Page 43 of 137 Carlsbad TDM Handbook       31 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  Dec. 5, 2022 Item #6 Page 44 of 137 Carlsbad TDM Handbook       32 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. Dec. 5, 2022 Item #6 Page 45 of 137 Carlsbad TDM Handbook       33 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. Dec. 5, 2022 Item #6 Page 46 of 137 Carlsbad TDM Handbook       34 Dec. 5, 2022 Item #6 Page 47 of 137 Carlsbad TDM Handbook       35 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. Dec. 5, 2022 Item #6 Page 48 of 137 Carlsbad TDM Handbook       36 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. Dec. 5, 2022 Item #6 Page 49 of 137 Carlsbad TDM Handbook       37 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  Dec. 5, 2022 Item #6 Page 50 of 137 Carlsbad TDM Handbook       38 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 Carlsbad TDM Handbook        A-1 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 Dec. 5, 2022 Item #6 Page 53 of 137 Carlsbad TDM Handbook        A-2 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 Carlsbad TDM Handbook        A-3 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 Carlsbad TDM Handbook        A-4 (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. Dec. 5, 2022 Item #6 Page 56 of 137 Carlsbad TDM Handbook        A-5 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. Dec. 5, 2022 Item #6 Page 57 of 137 Carlsbad TDM Handbook        A-6 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. Dec. 5, 2022 Item #6 Page 58 of 137 Carlsbad TDM Handbook        A-7 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. Dec. 5, 2022 Item #6 Page 59 of 137 Carlsbad TDM Handbook        A-8 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). Dec. 5, 2022 Item #6 Page 60 of 137 Carlsbad TDM Handbook        A-9 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. Dec. 5, 2022 Item #6 Page 61 of 137 Carlsbad TDM Handbook        A-10 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. Dec. 5, 2022 Item #6 Page 62 of 137 Carlsbad TDM Handbook        A-11 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 Dec. 5, 2022 Item #6 Page 63 of 137 Carlsbad TDM Handbook        A-12 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. Dec. 5, 2022 Item #6 Page 64 of 137 Carlsbad TDM Handbook        B-1   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  Dec. 5, 2022 Item #6 Page 65 of 137 Carlsbad TDM Handbook        B-2 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. Dec. 5, 2022 Item #6 Page 66 of 137 Carlsbad TDM Handbook        B-3 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. Dec. 5, 2022 Item #6 Page 67 of 137 Carlsbad TDM Handbook     C-1 C. TDM Plan Template for Non‐ Residential Projects   Dec. 5, 2022 Item #6 Page 68 of 137 Carlsbad TDM Handbook     C-2  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. Dec. 5, 2022 Item #6 Page 69 of 137 Carlsbad TDM Handbook     C-3 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) Dec. 5, 2022 Item #6 Page 70 of 137 Carlsbad TDM Handbook     C-4 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 Dec. 5, 2022 Item #6 Page 71 of 137 Carlsbad TDM Handbook     C-5 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. Dec. 5, 2022 Item #6 Page 72 of 137 Carlsbad TDM Handbook     C-6 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. Dec. 5, 2022 Item #6 Page 73 of 137 Carlsbad TDM Handbook     C-7 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 Formatted: Border: Top: (Single solid line, Auto, 0.5 pt Linewidth), Bottom: (Single solid line, Auto, 0.5 pt Line width),Left: (Single solid line, Auto, 0.5 pt Line width, From text: 1pt Border spacing: ), Right: (Single solid line, Auto, 0.5 pt Line width, From text: 1 pt Border spacing: ) Formatted: Border: Top: (Single solid line, Auto, 0.5 pt Linewidth), Bottom: (Single solid line, Auto, 0.5 pt Line width), Left: (Single solid line, Auto, 0.5 pt Line width, From text: 1pt Border spacing: ), Right: (Single solid line, Auto, 0.5 ptLine width, From text: 1 pt Border spacing: ) Formatted: Border: Top: (Single solid line, Auto, 0.5 pt Linewidth), Bottom: (Single solid line, Auto, 0.5 pt Line width),Left: (Single solid line, Auto, 0.5 pt Line width, From text: 1pt Border spacing: ), Right: (Single solid line, Auto, 0.5 ptLine width, From text: 1 pt Border spacing: ) Formatted: Border: Top: (Single solid line, Auto, 0.5 pt Linewidth), Bottom: (Single solid line, Auto, 0.5 pt Line width),Left: (Single solid line, Auto, 0.5 pt Line width, From text: 1pt Border spacing: ), Right: (Single solid line, Auto, 0.5 ptLine width, From text: 1 pt Border spacing: ) Formatted: Border: Top: (Single solid line, Auto, 0.5 pt Linewidth), Bottom: (Single solid line, Auto, 0.5 pt Line width),Left: (Single solid line, Auto, 0.5 pt Line width, From text: 1 pt Border spacing: ), Right: (Single solid line, Auto, 0.5 ptLine width, From text: 1 pt Border spacing: ) Formatted: Border: Top: (Single solid line, Auto, 0.5 pt Line width), Bottom: (Single solid line, Auto, 0.5 pt Line width),Left: (Single solid line, Auto, 0.5 pt Line width, From text: 1pt Border spacing: ), Right: (Single solid line, Auto, 0.5 ptLine width, From text: 1 pt Border spacing: ) Formatted: Border: Top: (Single solid line, Auto, 0.5 pt Linewidth), Bottom: (Single solid line, Auto, 0.5 pt Line width),Left: (Single solid line, Auto, 0.5 pt Line width, From text: 1pt Border spacing: ), Right: (Single solid line, Auto, 0.5 pt Line width, From text: 1 pt Border spacing: ) Formatted: Border: Top: (Single solid line, Auto, 0.5 pt Linewidth), Bottom: (Single solid line, Auto, 0.5 pt Line width), Left: (Single solid line, Auto, 0.5 pt Line width, From text: 1 pt Border spacing: ), Right: (Single solid line, Auto, 0.5 ptLine width, From text: 1 pt Border spacing: ) Formatted: Border: Top: (Single solid line, Auto, 0.5 pt Linewidth), Bottom: (Single solid line, Auto, 0.5 pt Line width),Left: (Single solid line, Auto, 0.5 pt Line width, From text: 1pt Border spacing: ), Right: (Single solid line, Auto, 0.5 ptLine width, From text: 1 pt Border spacing: ) Formatted: Border: Top: (Single solid line, Auto, 0.5 pt Linewidth), Bottom: (Single solid line, Auto, 0.5 pt Line width),Left: (Single solid line, Auto, 0.5 pt Line width, From text: 1pt Border spacing: ), Right: (Single solid line, Auto, 0.5 pt Line width, From text: 1 pt Border spacing: ) Formatted ... [1] Formatted ... [2] Formatted ... [3] Formatted ... [4] Formatted ... [5] Formatted ... [6] Formatted ... [7] Dec. 5, 2022 Item #6 Page 74 of 137 Carlsbad TDM Handbook     C-8 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. Dec. 5, 2022 Item #6 Page 75 of 137 Carlsbad TDM Handbook     C-9 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.) Dec. 5, 2022 Item #6 Page 76 of 137 Carlsbad TDM Handbook     C-10 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. Dec. 5, 2022 Item #6 Page 77 of 137 Carlsbad TDM Handbook     C-11 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. Dec. 5, 2022 Item #6 Page 78 of 137 Carlsbad TDM Handbook     C-12 ☐ 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. Dec. 5, 2022 Item #6 Page 79 of 137 Carlsbad TDM Handbook     C-13     ☐ 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.   Dec. 5, 2022 Item #6 Page 80 of 137 Carlsbad TDM Handbook     C-14 ☐ 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. Dec. 5, 2022 Item #6 Page 81 of 137 Carlsbad TDM Handbook     C-15   ☐ 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 Dec. 5, 2022 Item #6 Page 82 of 137 Carlsbad TDM Handbook     C-16 ☐ 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. Dec. 5, 2022 Item #6 Page 83 of 137 Carlsbad TDM Handbook     C-17     ☐ 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: Dec. 5, 2022 Item #6 Page 84 of 137 Carlsbad TDM Handbook     C-18 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: Dec. 5, 2022 Item #6 Page 85 of 137 Carlsbad TDM Handbook     C-19 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. Dec. 5, 2022 Item #6 Page 86 of 137 Carlsbad TDM Handbook     C-20 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  Dec. 5, 2022 Item #6 Page 87 of 137 Carlsbad TDM Handbook     C-21 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%  Dec. 5, 2022 Item #6 Page 88 of 137 Carlsbad TDM Handbook     C-22 2025 ‐ 2029 30% 26%  2030 ‐ 2034 35% 28%  2035 on 40% 30%  Dec. 5, 2022 Item #6 Page 89 of 137 Carlsbad TDM Handbook     C-23 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 Dec. 5, 2022 Item #6 Page 90 of 137 Carlsbad TDM Handbook     C-24 (ADMIN USE ONLY) Estimated Occupancy Date: For TDM in Leases Strategy, tenant TC contacts have been provided: Y/N   Dec. 5, 2022 Item #6 Page 91 of 137 Carlsbad TDM Handbook       D-1 D. TDM Plan Template for Mobility  Element Projects   Dec. 5, 2022 Item #6 Page 92 of 137 Carlsbad TDM Handbook       D-2  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. Dec. 5, 2022 Item #6 Page 93 of 137 Carlsbad TDM Handbook       D-3 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. Dec. 5, 2022 Item #6 Page 94 of 137 Carlsbad TDM Handbook       D-4 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. Dec. 5, 2022 Item #6 Page 95 of 137 Carlsbad TDM Handbook       D-5 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. Dec. 5, 2022 Item #6 Page 96 of 137 Carlsbad TDM Handbook       D-6 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. Dec. 5, 2022 Item #6 Page 97 of 137 Carlsbad TDM Handbook       D-7 ☐ 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) Dec. 5, 2022 Item #6 Page 98 of 137 Carlsbad TDM Handbook       D-8 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.) Dec. 5, 2022 Item #6 Page 99 of 137 Carlsbad TDM Handbook       D-9 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. Dec. 5, 2022 Item #6 Page 100 of 137 Carlsbad TDM Handbook       D- 10 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.     Dec. 5, 2022 Item #6 Page 101 of 137 Carlsbad TDM Handbook       D- 11 ☐ 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). Dec. 5, 2022 Item #6 Page 102 of 137 Carlsbad TDM Handbook       D- 12   ☐ 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: Dec. 5, 2022 Item #6 Page 103 of 137 Carlsbad TDM Handbook       D- 13 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.   Dec. 5, 2022 Item #6 Page 104 of 137 Carlsbad TDM Handbook       D- 14 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.   Dec. 5, 2022 Item #6 Page 105 of 137 Carlsbad TDM Handbook       D- 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.   Dec. 5, 2022 Item #6 Page 106 of 137 Carlsbad TDM Handbook       D- 16 ☐ 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). Dec. 5, 2022 Item #6 Page 107 of 137 Carlsbad TDM Handbook       D- 1   ☐ 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.   Dec. 5, 2022 Item #6 Page 108 of 137 Carlsbad TDM Handbook       D- 18   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  Dec. 5, 2022 Item #6 Page 109 of 137 Carlsbad TDM Handbook       D- 19 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    Dec. 5, 2022 Item #6 Page 110 of 137 Carlsbad TDM Handbook       D- 20 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.   Dec. 5, 2022 Item #6 Page 111 of 137 Carlsbad TDM Handbook       D- 21 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 Dec. 5, 2022 Item #6 Page 112 of 137 Carlsbad TDM Handbook       D- 22 (ADMIN USE ONLY) Estimated Occupancy Date: Dec. 5, 2022 Item #6 Page 113 of 137 Carlsbad TDM Handbook       D- 1 E. Glossary of Terms Dec. 5, 2022 Item #6 Page 114 of 137 Carlsbad TDM Handbook       D- 2 Formatted: Heading 7,Appendix Heading 1, Indent: Left: 0" Dec. 5, 2022 Item #6 Page 115 of 137 Carlsbad TDM Handbook       D- 3 Key terms F. Glossary of Terms Dec. 5, 2022 Item #6 Page 116 of 137 Carlsbad TDM Handbook       D- 4 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. Dec. 5, 2022 Item #6 Page 117 of 137 Carlsbad TDM Handbook       D- 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. Dec. 5, 2022 Item #6 Page 118 of 137 Carlsbad TDM Handbook       D- 6 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. Dec. 5, 2022 Item #6 Page 119 of 137 Carlsbad TDM Handbook       D- 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. Dec. 5, 2022 Item #6 Page 120 of 137 Carlsbad TDM Handbook        F-1 G.F. TC Designation Form Dec. 5, 2022 Item #6 Page 121 of 137 Carlsbad TDM Handbook        F-2  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. Dec. 5, 2022 Item #6 Page 122 of 137 Carlsbad TDM Handbook        F-3   TDM Plan Appendix _: TC Designation Form   Dec. 5, 2022 Item #6 Page 123 of 137 Carlsbad TDM Handbook        F-4 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 Page 7: [1] Formatted Amy Johnson 2/8/2021 1:48:00 PM Border: Top: (Single solid line, Auto, 0.5 pt Line width), Bottom: (Single solid line, Auto, 0.5 pt Line width), Left: (Single solid line, Auto, 0.5 pt Line width, From text: 1 pt Border spacing: ), Right: (Single solid line, Auto, 0.5 pt Line width,   Page 7: [2] Formatted Amy Johnson 2/8/2021 1:48:00 PM Border: Top: (Single solid line, Auto, 0.5 pt Line width), Bottom: (Single solid line, Auto, 0.5 pt Line width), Left: (Single solid line, Auto, 0.5 pt Line width, From text: 1 pt Border spacing: ), Right: (Single solid line, Auto, 0.5 pt Line width,   Page 7: [3] Formatted Amy Johnson 2/8/2021 1:48:00 PM Border: Top: (Single solid line, Auto, 0.5 pt Line width), Bottom: (Single solid line, Auto, 0.5 pt Line width), Left: (Single solid line, Auto, 0.5 pt Line width, From text: 1 pt Border spacing: ), Right: (Single solid line, Auto, 0.5 pt Line width,   Page 7: [4] Formatted Amy Johnson 2/8/2021 1:48:00 PM Border: Top: (Single solid line, Auto, 0.5 pt Line width), Bottom: (Single solid line, Auto, 0.5 pt Line width), Left: (Single solid line, Auto, 0.5 pt Line width, From text: 1 pt Border spacing: ), Right: (Single solid line, Auto, 0.5 pt Line width,   Page 7: [5] Formatted Amy Johnson 2/8/2021 1:48:00 PM Border: Top: (Single solid line, Auto, 0.5 pt Line width), Bottom: (Single solid line, Auto, 0.5 pt Line width), Left: (Single solid line, Auto, 0.5 pt Line width, From text: 1 pt Border spacing: ), Right: (Single solid line, Auto, 0.5 pt Line width,   Page 7: [6] Formatted Amy Johnson 2/8/2021 1:48:00 PM Border: Top: (Single solid line, Auto, 0.5 pt Line width), Bottom: (Single solid line, Auto, 0.5 pt Line width), Left: (Single solid line, Auto, 0.5 pt Line width, From text: 1 pt Border spacing: ), Right: (Single solid line, Auto, 0.5 pt Line width,   Page 7: [7] Formatted Amy Johnson 2/8/2021 1:48:00 PM Border: Top: (Single solid line, Auto, 0.5 pt Line width), Bottom: (Single solid line, Auto, 0.5 pt Line width), Left: (Single solid line, Auto, 0.5 pt Line width, From text: 1 pt Border spacing: ), Right: (Single solid line, Auto, 0.5 pt Line width,   Dec. 5, 2022 Item #6 Page 125 of 137 Page 1 of 10 Public Works 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 Page 2 of 10 Public Works 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 Page 3 of 10 Public Works Transportation 1635 Faraday Avenue  Carlsbad, CA 92008  760-602-2746 t 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 Dec. 5, 2022 Item #6 Page 128 of 137 Page 4 of 10 Public Works Transportation 1635 Faraday Avenue  Carlsbad, CA 92008  760-602-2746 t 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 Page 5 of 10 Public Works Transportation 1635 Faraday Avenue  Carlsbad, CA 92008  760-602-2746 t 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 Page 6 of 10 Public Works Transportation 1635 Faraday Avenue  Carlsbad, CA 92008  760-602-2746 t 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 Page 7 of 10 Public Works Transportation 1635 Faraday Avenue  Carlsbad, CA 92008  760-602-2746 t 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. Dec. 5, 2022 Item #6 Page 132 of 137 Page 8 of 10 Public Works Transportation 1635 Faraday Avenue  Carlsbad, CA 92008  760-602-2746 t 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 Dec. 5, 2022 Item #6 Page 133 of 137 Page 9 of 10 Public Works Transportation 1635 Faraday Avenue  Carlsbad, CA 92008  760-602-2746 t 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 Page 10 of 10 Public Works Transportation 1635 Faraday Avenue  Carlsbad, CA 92008  760-602-2746 t 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