HomeMy WebLinkAboutGPA 07-02; GENERAL PLAN UPDATE; General Plan Amendment (GPA)Cnr OF CARLSBAD
LAND USE REVIEW APPUCATJON
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Administrative Permit
Administrative Variance
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Coastal Development Permit
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Condominium Permit
Environmental Impact Assessment
General Plan Amendment
Hillside Development Permit
Local Coastal Program Amendment
Master Plan
Minor Conditional Use Permit
Non-Residential Planned Development
Planned Development Permit
(FOR
DEPARTMENT
USE ONLY)
1) APPLICATIONS APPLIED FOR (CHECKBOXES)
DEV 07027
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I I Conditional Use Permit
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07002
0702
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Planned Industnal Permit
Planning Commission Determination
Precise Development Ran
Redevelopment Permit
Site Development Plan
Special Use Permit
Specific Plan
Tentative Parcel Map
Obtain from Engineenng Department
T entative T ract Map
Vanance
Zone Change
Zone Code Amendment
(FOR
DEPARTMENT
USE ONLY)
07001
2)
3)
4)
ASSESSOR PARCEL NO(S)
PROJECT NAME
CITYWIDE
GENERAL PLAN. LCP, AND ZONING ORDINANCE UPDATE
BRIEF DESCRIPTION OF PROJECT GENERAL PLAN, LCP, AND ZONING ORDINANCE UPDATE, AND
PROGRAM EIR
5) OWNER NAME (Print or Type)
N/A
6) APPLICANT NAME (Print or Type)
CITY OF CARLSBAD
MAILING ADDRESS MAILING ADDRESS
1635T^ARADAY AVENUE
CITY AND STATE ZIP TELEPHONE CITY AND STATE ZIP TELEPHONE
CARLSBAD, CA 92008 760-602-4600
EMAIL ADDRESS EMAIL ADDRESS
1 CERTIFY THAT 1 AM THE LEGAL OWNER AND THAT /M.L THE ABOVEINFORMATION IS TRUE AND CORRECT TO THE BEST OF MY
KNOWLEDGE
1 CERTIFY THAT 1 AM THE LEGAL REPRESENTATIVE OF THE
OWNER AND THAT /V.L THE ABOVE INFORMATION IS TRUE /VND
CORRECT TO THE BEST OF MY KNOWLEDGE
SIGNATURE DATE ,SIGNATURE DATE
7) BRIEF LEGAL DESCRIPTION
NOTE ~A"reOPbSeD" ^OJECT REQUfRING^MULTIPLE APRUCAflONS BE FILED, MUST^E SUBMffTED PRIOR TO 3 M P M , ^A PROPOSED PRittECTJREQUiroNG ONLY ONE APPyCAT19N^FMP,.MyST,BE SUBMITTED^PRIC^rp 4 go PM 'U V-
Form 14 Rev 01/07 PAGE 1 OF 5
David de Cordova
From:
Sent:
To:
Cc:
David de Cordova
Tuesday, January 13, 2015 2:05 PM
Rajeev Bhatia
Josh Pollak; Jennifer Jesser
Subject: RE: Adjusted FEIR Addendum Memo
You are authorized to proceed with the work described in the January 9, 2015 memo.
From: Rajeev Bhatia [mailto:rajeev@dyettandbhatia.com]
Sent: Tuesday, January 13, 2015 2:00 PM
To: David de Cordova
Cc: Josh Pollak; Jennifer Jesser
Subject: Re: Adjusted FEIR Addendum Memo
Hi Dave,
We're waiting for your authorization to proceed with this work. Once we have that, we can get back to you with
a firm date.
Thanks,
Rajeev
On Jan 13, 2015, at 1 :58 PM, David de Cordova <David.deCordova@carlsbadca.gov> wrote:
Hi Josh:
Can you give me an estimate when the additional work will be done?
Also, to be clear, we will use the remaining budget in Task 6 to cover this work.
Thanks.
Dave
From: Josh Pollak [ma ilto:josh@dyettandbhatia.com]
Sent: Friday, January 09, 2015 2:27 PM
To: David de Cordova; Jennifer lesser
Cc: Rajeev Bhatia
Subject: Adjusted FEIR Addendum Memo
Hi Dave and Jennifer,
Please find attached the revised FEIR addendum memo. We (D&B) and Dudek are prepared to
wrap up the items within a few days time to complete the Final EIR.
Thanks and have a good weekend,
Josh
1
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DYETT & BHATIA
Urban and Regional Planners
M E M O R A N D U M
To: David de Cordova & Jennifer Jesser, City of Carlsbad
From: Rajeev Bhatia & Josh Pollak
Re: Request for Additional Services for General Plan Final Environmental Impact Report
and Related Work
Date: January 9, 2015
In response to your request, this memorandum outlines request for additional budget to
complete the out of scope tasks related to the Final EIR.
This memorandum assumes that no new analysis or changes following any additional City
staff or City staff attorney review.
Since the city staff review draft was submitted on September, and the one round of revisions
returned to D&B in early October, a number of tasks that are out of scope have arisen:
• Additional Comment Response: Following receipt of the one round of comments
contemplated, D&B received additional attorney comments requiring substantial
additions. These revisions include those sent to the city on 10/22 and revisions
emailed to the city on 12/9 and 12/10.
• Additional Air Quality Analysis. The air quality results calculation methodology was
revised, and new numbers crunched/analysis conducted, and revised conclusions
written/with additional work underway. Dudek performed this analysis, supported
by Dyett & Bhatia.
• Conference Calls: D&B and Dudek participated in several conference calls with City
staff and City attorneys, which took place on August 25, October 7, November 24'",
December 10'". and December 15th -many of them multiple hours long-to address
additional comments and concerns, including revising air quality responses, discuss-
ing the approach to the air quality analysis, and discussing supplemental analysis.
The table below shows a summary of additional effort to complete work on the Final EIR, or-
ganized by out of scope task:
755 Sansome St, Suite •00 IT • IS 956 4300
San Francisco.CA 94111 F 415 956 7315
www.1!y~'tt;;ndbh;m~_U.lll'
•
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DYETT & BHATIA
Urban and Regional Planners
Additional FEIR Comment Reseonse
Hours Rate
Rajeev Bhatia
I 0/22 Revision Review 1.5 210 $ 315.00
12/9 and 12/ IO Revision Review I 210 $ 210.00
Josh Pollak
I 0/22 Revision 21 120 $ 2,520.00
12/9 and 12/ IO Revision 12 120 $ 1,440.00
Project Assistant 4 70 $ 280.00
$ 4,765.00
Additional Air Qualin,: Anali::sis Sueeort
Rajeev Bhatia 210 $ 210.00
Josh Pollak 6 120 $ 720.00
$ 930.00
Conference Calls
Rajeev Bhatia 4 210 $ 840.00
Josh Pollak 5 120 $ 600.00
$ 1,440.00
Courtesy (5.00)
Dudek (see detailed budget attached) $ 6,070.00
Total Additional Amount Requested $ 13,200.00
Therefore we request a budget amendment in the amount of $13,200. Please let us know if
you have any questions.
Page 2 of 4
•
Memorandum
Subject: Carlsbad General Plan Final EIR Cost Estimate
To:
From:
Subject:
Date:
MEMORANDUM
Rajeev Bhatia/Josh Pollak, Dyett & Bhatia
Carey Fernandes, Dudek
Carlsbad General Plan Final EIR Cost Estimate
January 9, 2015
. ' \ -
Below is an estimate of costs associated with preparation of the supplemental air quality analysis
that was conducted as a result of response to comments on the Draft EIR not included in the
original scope of work. The cost estimate includes additional meetings and conference calls not
originally scoped, preparation of responses as a result of attorney review, multiple air emissions
modeling efforts conducted as part of the supplemental analysis, including modeling of project
alternatives and construction emissions; and revisions to the DEIR text as a result of the
supplemental analysis. This cost estimate assumes no further analysis or responses would be
required following final attorney review of the supplemental analysis.
COST ESTIMATE
Air Quality
• Air Quality modeling (including population-based operational
scenario model runs; Alternatives A, B and C operational
model runs; and construction emissions modeling).
• Responses to Mike Hogan requests and comments
DUDEK
o Additional cumulative impact analysis
o Explanation of human health risk analysis infeasibility
o Explanation of Program vs. Project-Level threshold
application
o Construction emission impact analysis (not including
emissions modeling)
Page 3 of 4
$3,200.00
$1,200
January 2015
•,,, . .,
Memorandum
Subject: Carlsbad General Plan Final EIR Cost Estimate
o Other comments.
• Additional mitigation measure menu development.
Total Air Qua Ii ty
Meetings/Conference Calls
Total
DUDEK Page 4 of 4
$700.00
$5,100.00
$970.00
$6,070.00
January 2015
• ... c·
AMENDMENT NO. 5 TO AGREEMENT FOR COMPLETION OF ENVISION CARLSBAD
PHASE 2 (A COMPREHENSIVE UPDATE TO THE CITY OF CARLSBAD GENERAL PLAN,
LOCAL COASTAL PROGRAM, AND ZONING ORDINANCE, AND PREPARATION OF AN
ENVIRONMENTAL IMPACT REPORT)
DYETT & BHATIA
This Amendment No. 5 is entered into and effective as of the /S-fh. day of Av.g._vs-C.. , 20.!!:/::., extending the agreement dated August 4, 2010 (the
"Agreemenf)y and between the City of Carlsbad, a municipal corporation, ("City"), and Dyett &
Bhatia, a California Corporation, ("Contractor") (collectively, the "Parties") for the completion of
Envision Carlsbad Phase 2 (a comprehensive update to the City of Carlsbad General Plan, Local
Coastal Program) .
RECITALS
A. On August 4, 2010, the Parties executed the Agreement for the completion of
Envision Carlsbad Phase 2; and
B. On July 27, 2011, the Parties executed Amendment No. 1 to the Agreement to alter
the Agreement's scope of work to reduce costs and complete certain tasks earlier; and
C. On July 2, 2012, the Parties executed Amendment No. 2 to the Agreement to;
expand the scope of work to prepare a climate action plan; and
D. On August 12, 2013, the Parties executed Amendment No. 3 to the Agreement to
extend the Agreement for a period of one year to complete the scope of services according to a
revised schedule; and
E. On December 12, 2013, the Parties executed Amendment No. 4 to the Agreement
to alter the Agreement's scope of work related to the land use changes to add new housing sites
to the Draft General Plan; and
F. The Parties desire to alter the scope the Agreement's scope of work to include
response to comments on the Draft El R; and
G. The Parties have negotiated and agreed to the supplemental scope of work and
fee schedule, which it attached to and incorporated by this reference as Exhibit "A", Scope of
Services and Fee.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants
contained herein, City and Contractor agree as follows:
1. In addition to those services contained in the Agreement, as may have been
amended from time to time, the Contractor will provide those services described in Exhibit 'A".
2. All other provisions of the Agreement, as may have been amended from time to
time, shall remain in full force and effect.
City Attorney Approved Version 1/30/13
C ' •• _.I
3. The City will pay Contractor for all work associated with those services described
in Exhibit "A" which total $35,000 (thirty-five thousand dollars).
4. All requisite insurance policies to be maintained by the Contractor pursuant to the
Agreement, as may have been amended from time to time, shall include coverage for this
Amendment.
5. The individuals executing this Amendment and the instruments referenced on
behalf of Contractor each represent and warrant that they have the legal power, right and actual
authority to bind Contractor to the terms and conditions hereof of this Amendment.
CONTRACTOR: DYETT & BHATIA
By:
~~-~ (aignhere)
CITY OF CARLSBAD, a municipal
corporation of the State of California
By:~
~ity Manager or Mayer er QiFe~ar
Kathryn B. Dodson
ATTEST:
City Clerk
If required by City, proper notarial acknowledgment of execution by Contractor must be attached.
If a corporation, Agreement must be signed by one corporate officer from each of the following
two groups:
Group A
Chairman,
President, or
Vice-President
GroupB
Secretary,
Assistant Secretary,
CFO or Assistant Treasurer
Otherwise, the corporation must attach a resolution certified by the secretary or assistant
secretary under corporate seal empowering the officer(s) signing to bind the corporation.
APPROVED AS TO FORM:
CELIAA. BREWER, City Attorney
City Attorney Approved Version 1/30/13
2
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· I certify ll1dar PENALTY OF PERJURY under the 1awa
ol lht State ol Callforrda that the foregoing paragiapl1 la
true and correct.
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Description ot Atllchld Document
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DacumlntDate:.,.....,. ____________ Numberctl'lgel: __ ~---
Slgner(1) OlherTl\an l\lllmedAbcM: _._ _______________ --'--_
~) Claimed by Slgnar(a)
sts,ler'BName:·_ --------• Individual • Coq,orate Ofllcer-:-Tllle(a): ........,. ___ _
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Signer la AepManllng: __ _
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• P111ner-• llnled • Oeneral a A1111m1y 1n Aloi
O'lhlllN a 8ulldan or C-ftllar •Olhlr: ______ _
Exhibit "A"
DYETT & BHATIA
Urban and Regional Planners
MEMORANDUM
To: David de Cordova & Jennifer Jesser, City of Carlsbad
From: Rajeev Bhatia & Josh Pollak
Re: General Plan/Climate Action Plan Final Environmental Impact Report
Date: August I , 2014
In response to your request, this updated memorandum outlines request for additional budg-
et to prepare the Final EIR on the General Plan, which would include responses to comments
on the Draft EIR. The number of comments on the Draft EIR and the effort needed to re-
spond to them is not anticipatable in advance. The budget allocated $6,649 for the effort, and
the Scope of Work recognizes that " ... if the effort exceeds the budgeted amount because of
the number or complexity of responses, a contract amendment may be required."
Comments on the Draft EIR-a total of 154 comment letters, totaling 769 pages of material-
have been extensive and more than we have ever seen on any of our previous General Plan
EIRs. D&B has divided the volume of commendetters in for the consulting team to address
and has marked up 816 individual comments. These comments address the following topics
in the Draft EIR:
• Agriculture
• Air Quality
• Airport (CEQA-related)
• Alternatives
• Biological Resources
• CEQA Pro-
cess/Notification
• Climate Action Plan
• Cultural
• Cumulative Impacts
• EnergyUse
• Hazardous Materials
• Hydrology and Water
Quality
• Land Use
• Noise
• Public Facilities
• Public Utilities
• Transportation
• Water Quality
• Wildfires
D&B has also identified 2 Master Responses, on water supply and wildfires, which D&B will
prepare based on analysis in the EIR.
City staff is taking the lead in responding to and comments on open space and parks, Olde
Carlsbad and Buena Vista Reservoir, and specific land use designations. Staff will prepare
Master or Individual responses and provide these and comment markups to D&B to incorpo-
rate in the Final EIR.
D&B will compile City and subconsultant responses to comments, any changes to the Draft
EIR, and prepare the Final EIR. We have assumed one round of revisions before finalization
of the Final EIR.
755 Sansome St.Suite 400 IT -415 956 4300
San Francisco.CA 94111 F41595673IS
www.ciyetrn.ndbhatiii.com
r ...
DYETT & BHATIA
Urban and Regional Planners
The table below shows a summary of effort so far on the Final EIR and budget addendum re-
quest to complete work on the Final EIR. This request also covers Fehr & Peers attendance at
one decision-maker meeting ($1,550 for meeting attendance; the budget currently does not
have allowance for their attendance); the existing budget already has allowance for D&B and
Dudek meeting attendance.
Effort Spent in June 2014 on Final EIR (A) $ 1,410.00
Additional Effort to Comelete
Dyett & Bhatia: Hours Rate
Rajeev Bhatia 16 210 3,360.00
Josh Pollak 120 120 14,400.00
Project Assistant 41 70 2,870.00
D&BTotal 20,630.00
Fehr & Peers 8,000.00
Dudek I 1,620.00
Sub-total All Firms (B) 40,250.00
Total Final EIR Effort (A+B) 41,660.00
Estimated EIR Effort In Budget as of April I, 20 I 4 6,647.49
Total $ 35,012.51
Courtesy 12.51
Total Additional Amount Requested 35,000.00
Therefore we request a budget amendment in the amount of $35,000. Please let us know if
you have any questions.
Page 2 of2
DYETT BHATIA
Addtional Budget Request
1. Number of comments received on recent General Plan updates for north county cities: Vista
San Marcos
Escondido
Average ~---·
2. Number of comments received on the Carlsbad General Plan update: Carlsbad
3. Ratio of Carlsbad number of comments to average number of comments:
4. Assuming that the work effort to respond to comments is roughly proportional to the number of comments, the total
effort to respond to Carlsbad comments is about 500% of what would have been a reasonable and prudent estimate
prior to commending the project.
5. D&B has estimated the work effort necessary to respond to the comments assigned to them at:
($45,510 total effort, less $1,550 additional for Fehr & Peers meeting attendance)
6. Staff has reviewed the D&B work effort estimate and finds it reasonable.
D&B's percentage of the total response to comments work effort is: 60%
7. SUMMARY: D&B estimate to respond to comments:
Overall work effort to respond to comments:
Reasonable and prudent estimate of typical response to comments work effort:
Recommended additional amount for response to comments:
Additional amount for Fehr & Peers meeting attendance requested:
Recommended additional contract amount to D&B for response to comments:
Previous verbal authorizations of out of scope services:
Recommended additional contract amount to D&B:
letters! comments
lli 157
29) 239 ...
20) 200
2oi 199
i
154\ 1140
' 770%! 574% ,-l
$ 43,960.00
$ 43,960.00
$ 73,266.67 0 $ 12,768.11
$ 31,191.89
$ 1,550.00
$ 32,741.89
$ 2,258.11
$ 35,000.00
DYETT & BHATIA
Urban and Regional Planners
M E M O R A N D U M
To:
From:
David de Cordova, Principal Planner, City of Carlsbad
Rajeev Bhatia, Principal, Dyett & Bhatia
Re:
Date:
Scope of Work/Budget Changes Related to the Land Use Changes
October 24, 2013
This scope of work has been prepared in response to your request for additional work
necessary to add approximately five or six new housing sites to the Draft General Plan.
As you know, the Public Review Draft General Plan has been fully completed, and is ready to
be released. An Administrative Draft of the EIR-with all sections, except for the summary
ones-was completed and provided to staff earlier this week. Furthermore, drafts of the
Climate Action Plan and the Local Coastal Land Use Plan have also been completed and
provided to city staff for review. Thus, land use changes will reverberate across all documents,
necessitating additional work as described below.
I. Environmental Impact Report
Dyett & Bhatia will project housing units, population, etc. resulting from the land use
changes, and provide information by Traffic Analysis Zones to Fehr and Peers. Fehr and
Peers will coordinate with SAND AG and conduct a model run, and also disaggregate VMT
information needed for air quality, GHG and other analysis.
Several sections of the E!Rs will need to be updated, including:
• Maps that have land use information.
• Information on buildout, jobs housing balance, population growth projections, etc. as
part of project description, and Land Use, Population, and Housing Section.
• Mobility: Text and tables, including information on traffic volumes, LOS, VMT, etc.
will need to be updated.
• Air Quality/GHG: Revise modeling based on new traffic information. Update text as
needed.
• Noise: Revise modeling based on new traffic information. Update text as needed.
Future noise map will need to be updated.
• Public Utilities: Revise projections based on new population projections.
• Schools: Revise projections for different school districts based on new population.
755 Sansome St. Suite 4001T415956 •300
San Francisco, CA 941 11 F • 15 956 731 S
www.dyett,1ndbh,1ci;i.com
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DYETT & BHATIA
Urban and Regional Planners
Parks and Recreation: Update information on recreation needs resulting from
updated population.
2. General Plan
•
•
Maps that have land use information will need to be updated -Opportunity Sites
and Key Development Constraints; Land Use Map; all focus area maps where the new
sites appear; future noise map (same as from EIR).
All information relating to population, housing units, jobs-housing balance, park and
school needs, air quality, noise etc. that appears in different chapters of the General
Plan will need to be updated and checked. This will include changes to text, tables,
and a read through of the document to ensure internal consistency.
3. Climate Action Plan
The analysis, the results and the figures would all need to be updated in response to changes
in population and job projections. Vehicle Miles Traveled (VMT) projections would need to
be revised using the SAND AG models for the two scenarios incorporated in the Climate
Action Plan (CAP), VMT with the pass-through traffic, and VMT excluding pass-through
traffic. Both models used for the CAP-the EPIC and SEEC models-would need to be
revised to reflect the new growth rates. The models would then in turn produce revised values
for the community and government operations forecasts. The quantification of the effect of
state and federal policies, General Plan policies, and CAP GHG reduction measures would
also have to be quantified using the new estimated population and job projections. Finally
changes to tables, charts and graphs, and text would need to be made to reflect the revised
information.
4. Local Coastal Program Land Use Plan
While changes to this document will be fewer compared to others, land use maps, population
information etc. would still need to be updated.
5. Post-Adoption Processing
Make final adjustments to the LCP and the General Plan based on the City Council adoption
actions. This will include adjustment to population and housing units, jobs-housing balance,
growth management, park and school facility needs, as well as maps where the changed
information would appear. The CAP and the EIR would not be updated, and no new traffic
model runs would be conducted.
Page 2 of 3
DYETT & BHATIA
Urban and Regional Planners
Budget
The anticipated budget for the above scope of work is $46,900, inclusive of the direct cost of
the SANDAG model run.
1 2 3 4 5
Post
General Adoption
EIR Plan CAP LCLUP Processing Total
Dyett & Bhatia $ 8,500 $ 4,500 $ 8,500 $ 1,200 $ 5,000 $ 27,700
Dudek 10,200 10,200
Fehr and Peers 4,000 4,000
SANDAG Model Run 5,000 5,000
27,700 4,500 8,500 1,200 5,000 46,900
Schedule
Allowing for three week of initial changes and working out land uses, three weeks for
SAND AG model runs, and three weeks following the runs, we anticipate completing the draft
work products in approximately nine weeks from authorization. This schedule does not
include staff time necessary to review draft work product, producing and distributing final
drafts, etc. It should also be recognized that the bulk of the work would happen over the .
holidays, and some flexibility on that account should be built in.
Page 3 of 3
. ., ,
To:
From:
Re:
Date:
DYETT & BHATIA
Urban and Regional Planners
M E M O R A N D U M
Dave de Cordova, Jennifer Jesser
Rajeev Bhatia
Proposal for Greenhouse Gas Emissions Reduction Plan
April 26, 2012
Outlined below is the proposal for a Greenhouse Gas Emissions Reduction Plan (ERP) for the
City of Carlsbad, establishing the main goals and components of the project and a
comprehensive scope of work. The ERP could alternatively be termed as a Climate Action
Plan (CAP) or Air Quality Enhancement Strategy. This is a follow up to our memo of March
9 that overviewed GHG issues related to CEQA and other state legislation as it affects the
General Plan update EIR. This proposal contains the following sections:
l. Background and Issues
2. Project Objectives
3. GHG Reduction Thresholds
4. Scope of Work
5. Schedule and Budget
As this work is directly related to the General Plan EIR work being done by Dyett & Bhatia
and Dudek, the scope of work could be accomplished with an amendment to the General
Plan contract.
BACKGROUND AND ISSUES
Recent Changes to CEQA and Project-Level Environmental Analysis
In the past two years, there have been significant changes to the California Environmental
Quality Act (CEQA) that have established new evaluation criteria for greenhouse gas
emissions (GHGs) as well as new analytical methodologies for determining GHG impacts of
projects.
The Governor's Executive Order S-3-05 commits California to reducing its GHG emissions
to Year 1990 levels by 2020, and to eighty percent below 1990 levels by 2050. The Global
Warming Solutions Act of2006 (AB 32) codifies the 2020 target and tasks the California Air
Resources Board (CARB) with developing a plan to achieve this target. Appendix G of the
CEQA Guidelines was amended to include the following criteria for the evaluation of GHG
emissions of projects:
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DYETT & BHATIA
Urban and Regional Planners
Would the project:
a) Generate greenhouse gas emissions, either directly or indirectly, that may have a
significant impact on the environment?
b) Conflict with an applicable plan, policy or regulation adopted for the purpose of reducing
the emissions of greenhouse gases?
These changes have created several ongoing issues relating to project level environmental
analysis that are proving to be problematic in Carlsbad:
• Because of the absence of a citywide environmental clearance document, project level
analysis for air quality and greenhouse gas (GHG) emissions needs to be conducted in
order to ensure compliance with CEQA. Not only is it burdensome to do this for
every project, this can result in project approval delays not just for private developers,
but even for public projects on sites owned by the city.
• Because air quality and GHG analysis and mitigation is conducted for each project
individually, the city lacks an overall cohesive strategy or direction on this issue. Best
practices and mitigations have not been pre-approved, resulting in a collection of ad
hoc strategies that are time consuming to craft, implement, and monitor.
Adequacy of General Plan EIR
Another key issue is adequacy of the General Plan Environmental Impact Report, preparation
of which will commence shortly. According to CEQA Guidelines §15126.4(c), "lead agencies
shall consider feasible means, supported by substantial evidence and subject to monitoring or
reporting, of mitigating the significant effects of greenhouse gas emissions." Without a
comprehensive and unified strategy to address all feasible mitigation of GHG emissions, the
natural growth in housing and jobs from the updated General Plan will result in an increase
in GHG emissions, thereby conflicting with AB 32 and potentially resulting in a significant
impact. CEQA Guidelines §15126.4(c)(S) specifies that in the case of a general plan
"mitigation may include the identification of specific measures that may be implemented on a
project-by-project basis."
Recent legislation and regulatory actions view a jurisdiction's lack of a comprehensive and
unified strategy to address and mitigate GHG emissions negatively; this may result in issues
related to adequacy of the EIR on the updated General Plan. The California Attorney General
has provided comment on GHG mitigation in a letter on the Recirculated DEIR for the Santa
Clarita Valley Area Plan' and again in a letter on the DEIR for the San Diego Association of
Government's (SAND AG) 2050 Regional Transportation Plan and Sustainable Communities
1 Attorney General's Office, "Comments of the Attorney General on Recirculated DEIR Santa Clarita Valley Area Plan,
One Valley One Vision," March 17,201 l. Accessed at:
http://oag.ca.gov/sites/all/files/pdfs/environment/santa clarita letter.pd[
Page 2 of 14
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DYETT &: BHATIA
Urban and Regional Planners
Strategy.' It is the Attorney General's position that those two EIRs failed to propose "certain"
and "complete" GHG mitigation measures and that postponing the discussion and analysis of
GHG impacts to future individual projects and deferring mitigation is in violation of CEQA's
substantive provisions.
From a project-level perspective, if a General Plan EIR finds significant impacts for air quality
and GHG emissions, this means:
•
•
Binding emission reduction targets tied to specific and feasible mitigation measures
need to be specified. "Certain" and "complete" project level mitigations may need to
be outlined, as opposed to postponing mitigations to a future date or detailed study.
Project-by-project analysis may still be required depending on the nature of the
project, adding to project cost and processing time.
2 PROJECT OBJECTIVES
The California Attorney General has opined that a CAP, or another similar plan, can serve as
a mitigation strategy for GHG/climate change impacts. For the General Plan, this document
can serve as an acceptable mitigation that can be cited by the EIR, so long as it is
prepared/adopted concurrently with the General Plan EIR. However, simply stating in an EIR
that a CAP will be prepared at a future date is not adequate mitigation.
According to the Attorney General, "If a city or county intends to rely on a Climate Action
Plan as a centerpiece of its mitigation strategy, it should prepare the Climate Action Plan at
the same time as its general plan update and EIR."'
The adoption of plans to reduce greenhouse gas emissions has become an increasingly
popular way for jurisdictions in California to respond to recent changes in State law
regarding CEQA review. Encinitas, Escondido, and Chula Vista are just a few of the cities in
the San Diego area alone that have adopted or are working on CAPs. Many cities find the
general plan update process to be an opportune situation for adopting these plans, given their
ability to address new CEQA criteria on a citywide basis.
Potential Components of an Emissions Reduction Strategy
Both the Attorney General and CEQA Guidelines provide recommendations regarding what
a CAP, or a comprehensive plan addressing GHG emissions should include.
2 Attorney General's Office, "Draft Environmental Report for 2050 Regional Transportation Plan and Sustainable
Communities Strategy," September 16, 2011. Accessed at:
http://oag.ca.gov/sites/alVfiles/pdfs/environment/comments sandag rtplan deir,pdf
3 California Attorney General's Office, "Climate Change, the California Environmental Quality Act, and General Plan
Updates: Straightforward Answers to Some Frequently Asked Questions," Full citation above.
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Attorney General
To meet the requirements of AB 32, the Attorney General's Office has cited these
recommendations of the California Air Resources Board\ which state that adequate
mitigation requires:
• Development of municipal and community-level GHG emissions inventories.
• Adoption of local emissions reductions mechanisms and strategies that can be
implemented through local plans, programs, codes and ordinances.
• Establishment of emission reduction goals.
• Development of an emissions reporting mechanism to track progress toward those
goals.
CEOA
According to CEQA Guidelines §15183.5 (b)(l), a plan for the reduction of greenhouse gas
emissions should:
(A) Quantify greenhouse gas emissions, both existing and projected over a specified time
period, resulting from activities within a defined geographic area;
(B) Establish a level, based on substantial evidence, below which the contribution to
greenhouse gas emissions from activities covered by the plan would not be
cumulatively considerable;
(C) Identify and analyze the greenhouse gas emissions resulting from specific actions or
categories of actions anticipated within the geographic area;
(D) Specify measures or a group of measures, including performance standards, that
substantial evidence demonstrates, if implemented on a project-by-project basis,
would collectively achieve the specified emissions level;
(E) Establish a mechanism to monitor the plan's progress toward achieving the level and
to require amendment if the plan is not achieving specified levels; and
(F) Be adopted in a public process following environmental review.
Project Objectives
Thus, preparation of a GHG ERP will help meet state requirements for GHG emission
reduction in a manner that is efficient, cost and time effective, and simplify environmental
review for development consistent with the General Plan Update. To do so, the ERP would:
• Update the GHG emissions inventory for the city;
• Establish a GHG emissions threshold that works for the city and the community;
4 California Air Resources Board. "Climate Change Scoping Plan." December 2008: C-49. Accessed at:
http://www.arb.ca.gov/cc/scopingplan/document/scopingpiandocument.htm
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• Assess the potential impact of a variety of strategies on the city's future GHG
emissions production; and
• Propose a comprehensive, citywide strategy to manage and reduce future GHG
emissions that uses feasible and effective measures.
As a result, the plan will provide a robust GHG mitigation strategy that reflects Carlsbad's
vision and values, is integrated into the General Plan update and its programmatic EIR, and is
applied consistently to individual projects. Its adoption will provide CEQA streamlining for
future public and private development in the city.
CEQA Streamlining and Tiering
An important consideration of CEQA with respect to planning is that addressing GHG
emissions during the general plan process can substantially streamline subsequent project
review under CEQA. Tiering is specifically allowed per CEQA Guidelines §15183.5, which
states that later project-specific environmental documents may tier from and/or incorporate
by reference the programmatic review conducted in the General Plan EIR. In addition,
Section §15183.5(b)(2) asserts that, "A plan for the reduction of greenhouse gas emissions,
once adopted following certification of an EIR or adoption of an environmental document,
may be used in the cumulative impacts analysis oflater projects."
This streamlining is also specifically allowed in the context of SB 375. SB 375 requires CARB
to establish regional targets for reductions in auto-related GHG emissions and requires
metropolitan planning agencies (MPOs) to create a Sustainable Communities Strategy (SCS)
in their Regional Transportation Plans (RTPs) to meet the reduction targets established by
CARB. It also provides CEQA relief in the form of streamlining and exemptions, for projects
that are consistent with the SCS.
SB 375 reduces CEQA requirements for certain development projects if it meets both of the
following requirements: 1) the project is consistent with an SCS or Alternative Planning
Strategy (APS) that CARB has determined will achieve the regional targets, and 2) the project
implements the mitigation measures required under an applicable prior environmental
document. A project meeting these criteria does not have to describe or discuss in any CEQA
document growth-inducing impacts, any project-specific or cumulative vehicle impacts on
global warming or the regional transportation network, or a reduced residential density
alternative to vehicle impacts.
Even greater streamlining is possible, however, when the local government has adopted a
CAP or ERP and used it as the basis for addressing climate change in its general plan, and
made sure that those efforts reflect, to the extent possible, regional reduction targets and
planning for transportation sustainability. When done in a thoughtful and comprehensive
way, this integrated planning effort will yield a robust GHG mitigation strategy with a
programmatic EIR that, applied consistently to individual projects, can significantly reduce
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the procedural and administrative burden of review under CEQA, while ensuring full
environmental protection.'
3 GHG REDUCTION THRESHOLDS
The Attorney General suggests creating emissions targets that align with the emission
trajectory of California's interim (2020) and long-term (2050) GHG limits set forth in AB 32.
CEQA Guidelines §15064.4 provides guidance in determining the significance ofimpacts
from GHG emissions and gives the lead agency the discretion to determine significance
threshold levels for EIRs. While some air districts in California (for example, the Bay Area Air
Quality Management District' [BAAQMD]) have published guidelines that recommend GHG
significance thresholds, analytical methodologies, and mitigation measures for local agencies
within their air district to use when preparing CEQA analysis, the San Diego County Air
Pollution Control District currently does not provide any guidance for the analysis of GHG
emissions.
In the absence of guidance from the San Diego County Air Pollution Control District
(CAPCOA), different approaches to determining the significance of emissions may be
considered. The California Air Pollution Control Officers Association explores several
approaches to determining significance threshold in its resource document, CEQA and
Climate Change.' The "net zero" concept discussed in the resource document-where the
significance threshold is set to a level other than zero-has been utilized by many
jurisdictions and is currently recommended by the BAAQMD (which suggests 6.6 Metric
Tons of CO, equivalents per service population). This approach is also proposed by the
California Attorney General's office• for determining whether the GHG emissions associated
with a general plan are significant, where significance thresholds are informed by targets set
in Executive Order S-3-05 and AB 32.
Defining the appropriate threshold-and determining the package of measures that would
help achieve this threshold-will be a key aspect of the scope of work. These will be aligned
with the future emissions expected as part of the General Plan, ensuring full synchronicity
between land use, transportation and GHG planning.
5 CAPCOA, CEQA and Climate Change, January 2008. Accessed at: http://www.capcoa.org/wp-
content/uploads/downloads/20 l 0/05/CAPCOA-White-Paper.pdf
6 BAAQMD, "CEQA Air Quality Guidelines," May, 2011. Accessed at:
http://www.baaqmd.gov/~/media/Files/Planning%20and%20Research/CEQA/BAAQMD%20CEQA%20Guidelines
May%202011 5 3 11.ashx
'CAPCOA, "CEQA and Climate Change," January 2008. Accessed at:
http:/ /www.capcoa.org/wpcontent/uploads/downloads/20 I 0/05/CAPCOA-White-Paper.pd£
8 California Attorney General's Office, "Climate Change, the California Environmental Quality Act, and General Plan
Updates: Straightforward Answers to Some Frequently Asked Questions," September 1, 2009. Accessed at:
http://ag.ca.gov/globalwarming/pdf/CEQA GP FAQs.pdf
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4 SCOPE OF WORK
The following describes the scope of work for the GHG ERP (Greenhouse Gas Emissions
Reduction Plan, which as previously stated, could be alternatively termed Climate Action
Plan). Key meetings and products are also listed.
The task-by-task descriptions that follow present the approach to data collection and updates,
target setting, establishing options, and finalizing strategies, leading to a final document. Each
task description includes a purpose statement at the beginning in italics. All efforts will be led
by Dyett & Bhatia (D&B), with support from Dudek.
Task I: Prepare Updated GHG inventory
An introductory meeting (in person or phone) between the consultant team and city staff will
occur to finalize approach and data needs. The consultants will then update the baseline
information needed to set emissions reduction targets.
A: Review GHG Inventory and Identify Data Needs
D&B will review the 2005 GHG emissions inventory and identify data points that are needed
to update the inventory and forecasts, and the parties who can provide that data. D&B will
use the emissions model developed by !CLE!, used for the 2005 report prepared for the city.
Access to this model requires the city to rejoin !CLE! and authorize D&B to access those
resources on behalf of Carlsbad.
B: Set Objectives and Approach
D&B will meet with city staff to discuss their ideas for the project, and key issues and
opportunities. Roles and responsibilities will be clarified, and communication protocols will
be established. Agreement will be pursued on the scope of emissions activities to include in
the ERP, key assumptions to be used in forecasts and targets, and parties responsible for
providing needed emissions data.
C: Update GHG Emissions Inventory and Forecasts
City staff and D&B will contact the parties who can provide GHG-related data. Once
collected, using the !CLE! inventory tool D&B will update the Carlsbad's GHG emissions
inventory and forecasts.
The inventory update will only adjust the numbers of the 2005 Inventory and will not
generate a full replacement document. The update will effectively provide a 2012 version of
the content of Chapters 1, 3, and 4 of the existing inventory: executive summary, government
operations inventory, and community inventory. D&B assumes that the methodology and
scope of the inventory will remain the same as the 2005 version.
Products: List of data needs, including format and units
2012 GHG Emissions Inventory
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Task 2: Establish GHG Reduction Targets
The consulting team will present alternative future GHG thresholds, and corresponding GHG
emission reduction targets for staff review.
A: Review GHG Forecasts
The D&B/Dudek team is already scoped to prepare baseline Draft General Plan GHG forecast
for the General Plan EIR. This forecast will be reviewed.
B: Evaluate Thresholds/Targets
D&B will evaluate up to three alternative thresholds of significance for the General Plan
Update EIR/ERP. In light of the lack of guidance from the San Diego County Air Pollution
Control District, these options will be drawn from CAPCOA, and standards and common
practices from other jurisdictions. Possible options include a net zero or a non-zero
threshold, and thresholds that vary by emission source type. D&B will recommend the
appropriate unit of measurement as well, such as metric tons carbon dioxide equivalent (MT
CO,e) per service population.
For each threshold option, the consulting team will calculate the desired future MT CO,e
units. Comparison of this with the baseline 2020 and 2035 forecasts will help establish
reduction targets.
C: Establish Draft Emissions Targets
City staff will review the findings of the GHG emissions inventory, baseline forecasts, and
alternative potential targets. Staff and D&B will discuss and agree upon a working emissions
reduction target (the final target will be established in later tasks).
Meetings: Target Determination (phone call)
Products: Memo on GHG target options with findings and recommendations
Task 3: Evaluate Candidate Strategies
Dudek and D&B will compile and evaluate GHG mitigation programs.
A: Program Mix Options
D&B will work with city staff to compile candidate GHG emission mitigation measures.
Potential measures will be drawn from existing city policies, recent EIRs, ERPs and CAPs
from other cities, and best practices throughout California. Dudek, with its added
understanding oflocal issues, will assist in screening the potential measures. The range of
programs will address:
• City government operations (for example, building operations energy, city vehicle
fleet)
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• Energy efficiency and conservation
• Increased use of alternative energies in transportation and buildings (such as building
insulation and solar energy)
• Waste prevention, reduction, and diversion
• Education and motivation
As feasible land use density and mix, and strategies to enhance alternative (pedestrian,
bicycle, and transit) transportation would have already been considered/included in the Draft
General Plan, these will not be reviewed.
The list of potential programs will be submitted to city staff for approval prior to further
evaluation.
B: Program Evaluation
Using the final list of potential programs provided by the city, the consulting team will work
with city staff to evaluate each program against:
• Degree of local jurisdictional control;
• Ease of implementation and enforcement, roughly estimated (low, moderate, high);
• Private and city cost of implementation, roughly estimated (low, moderate, high); and
• Co-benefits of the measure, such as cost savings or air quality benefits.
Concurrently, Dudek will provide estimates of the GHG reduction potential of each program,
generating a 2020 and 2035 reduction estimate as measured in MT CO,e. It is assumed that
20 measures would be evaluated in detail.
Dudek will deliver a summary of their methodology and a matrix with each potential
program and its 2020 and 2035 reduction potential. D&B will confirm that the sum of these
reductions can reach the target selected by the city in Task 2B. If the sum does not reach the
target, then D&B will select additional mitigation measures from the original program mix or
other sources to be evaluated by Dudek for GHG reduction potential until the citywide target
can be met.
D&B will provide the city with a document that lists each potential program, provides a one
paragraph description of the strategy including any co-benefits. This document will be
accompanied with a spreadsheet that lists each program with a column apiece for local
control, ease of implementation, private cost, city cost, 2020 GHG reduction impact, and
2035 GHG reduction impact.
Products: Draft list of potential mitigation programs
Potential program evaluation document and matrix
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Task 4: Outline Preferred Strategy
D&B, Dudek, and city staff will work to together to select a suite of feasible mitigation measures
and a related implementation program.
A: Determine Program Mix
To supplement the Task 3B deliverable, D&B will prepare a brief memo recommending a set
of mitigation measures, based on the program evaluations and final emissions reduction
target. D&B will suggest whether a policy should be mandatory or voluntary, and will note
"packages" of programs that together form a comprehensive or integrated strategy that could
provide additional benefits when enacted together. Another approach would be to outline a
set of baseline measures that all projects must follow, along with additional performance
based targets with measures from a list of options that can be selected by project proponents,
to provide greater implementation flexibility.
City staff will review the evaluations and recommendations and determine which measures to
recommend for adoption. The program mix selected will need to be able to feasibly achieve
the selected target(s). This program mix selection will occur a single time without multiple
iterations.
B: Set Implementation Strategy
City staff and D&B will work together to determine implementation strategy for the city's
selected mitigation program mix. Factors to consider will include:
• Required and optional measures;
• Alternative methods of compliance, such as accumulation of"points";
• City actions vs. private actions; and
• Measures that may only be triggered by certain conditions (project size, type, etc.).
Selection of the preferred approach will be led by the city with D&B participating in up to two
conference calls.
The selected program mix will be combined with the preferred approach into a working
Preferred Strategy document that will evolve into the Draft ERP.
Products: Mitigation program recommendation memo
Preferred Strategy document
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Task 5: Prepare Emissions Reduction Plan
Based on the draft inventory, selected targets, and preferred strategy, D&B (with Dudek support)
will write the ERP.
A: Admin Draft Emissions Reduction Plan
D&B, with assistance from Dudek, will prepare an Administrative Draft ERP, using the
materials and strategies developed in Tasks 1-4. Unless determined otherwise in Task 4, the
ERP will include:
• Purpose and goals described in public-friendly terms, with an emphasis on
articulating expected community benefits of implementing the ERP;
• An overview of global climate change and greenhouse gases, including state and
federal policies and regulatory actions;
• A summary of the city's GHG emissions inventory and reduction target(s), from Task
l;
• A comprehensive, citywide strategy to manage and reduce future GHG emissions,
including targets;
• The roster of GHG emission reduction measures, each including estimated reduction
impact and other evaluative factors determined in Task 3;
• An implementation and monitoring program, with clear thresholds and methods of
compliance established;
• Recommendations for administration, timeline/phasing, and prioritization of next
steps.
D&B will submit the Administrative Draft for city staff review.
B: Public Review Draft Emissions Reduction Plan
Comments from the city on the Administrative Draft will be provided as one consolidated
set. D&B will then produce a Public Review Draft.
C: Hearings
The consulting team will attend one hearing for the ERP. It is anticipated that additional
decision-maker meetings/hearings will be consolidated with hearings on the General
Plan/EIR.
D: Adopted ERP
Following City Council action, the adopted ERP will be produced
Meetings: One decision-maker meeting
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Products:
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Admin Draft ERP
Public Review ERP
Adopted ERP
5 SCHEDULE AND BUDGET
Schedule
0
ERP preparation will be integrated with the General Plan EIR schedule. While work on
inventorying can proceed forthwith, establishment of the targets would require baseline
forecasts that will be produced as part of the General Plan EIR.
The graphic on the following page shows an approximately nine-month schedule from
project initiation to publication of Public Review Draft ERP, assuming a start date in mid-
May 2012, and availability of the baseline GHG forecasts from the General Plan EIR by
August end. If work on the General Plan EIR is delayed by a few months (as the Draft General
Plan is finalized), work on candidate strategies can proceed, enabling us to still complete the
project in a timely manner, concurrently with the General Plan EIR.
Budget
We are willing to undertake this work within a guaranteed maximum fee of $62,000. This
guaranteed maximum fee includes all personnel costs, direct costs, and delivery of products
identified in the work program. Subcontractors' costs and direct costs are billed with no
administrative markup or handling fee.
The tables on the following pages list hourly rates for all billable staff, and explain the
proposed budget in detail by showing Hours by Person by Task, and Budget by Person by
Task.
Budget Assumptions
Our budget is based on the following assumptions:
I. !CLE! Membership. We assume that the city will rejoin !CLE! and pay all required
membership fees (approximately $1,200) in order to permit D&B access to ICLEI's GHG
inventory tools.
2. Data from City Departments. We assume that the city can provide data for the GHG
inventory update with a minimum of time and effort from D&B, and that city staff will
facilitate the gathering and delivery of that data in the format requested. We also assume
that city staff can assist D&B in getting necessary data from public utilities.
3. Meeting Attendance. The project budget assumes one decision-maker meeting. No
community or stakeholder meetings are included. All meetings with city staff will occur
over the phone or concurrently with travel for the General Plan update. The costs of
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additional in-person meeting attendance would be on a time and materials basis if
requested; such costs are not included within the guaranteed maximum fee.
4. Consolidated Comments and Direction. City staff will provide a single set of
consolidated comments on the review drafts of all documents.
5. Final Documents. We will provide camera-ready copy and digital files of documents in
MS Word and Adobe PDF formats. Final documents may be produced in InDesign, if
that is acceptable to the city, to facilitate the incorporation of graphics.
6. Printing. This budget assumes the city will be responsible for printing and distributing
public review and adopted documents, and any mailings to outside parties and agencies.
Proposed Schedule
Carlsbad Greenhouse Gas Emissions Reduction Plan
2012
Tasks May Jun. July
1 Prepare Updated GHG Inventory •
Nov Dec.
1/IU
Jan. Feb.
' .
-:
T11gats Memq
--;---t---
2 Eotabli1h GHG Roduction Stretegi11
3 Evaluate Condidato Strategies
4 Outline Preferred Strategy
5 Prepare Emi11ion1 Reduction Plan
DY ETT 8c BHATIA
Urban and Rt1lon1I Planners C:=J Consultant Effon
oo
Potentia ~retegi
0
RecQmmen
0 Interim Product i Final Product
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• CityStaff
Meeting
'
Admin P~lic:
IVteW, Dr•lt raft ERP
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Carlsbad Greenhouse Gas Emissions Reduction Plan (ERP)
HOURS BY TASK
Task I Task 2
ltepa re l..pda red Establish G-IG
G-IG lnvencay Reducrioo Ta ,geu
Dyett & Bhatia
Ra]eev Bhatia 6 4
Chris Ford 52 12
Melinda Hue 4
Planner 40 12
Administrative
Sub-Total 98 32
Dudek
Principal
Env. Spec / Planner IV
PlanninR: Asst
Sub-Total --
TOTAL HOURS 98 32
Carlsbad Greenhouse Gas Emissions Reduction Plan (ERP)
BUDGET BY TASK
Hourly Rare Task I Task 2
Pt-epa ra IJpda t>!d Esr:ablish G-IG
G-IG lnYenroy Reducrioo Ta 111ea
Dyett & Bhatia
Raieev Bhatia $ 200 1,200 800
Chris Ford $ 130 6,760 1,560 -Melinda Hue $ 110 •40
Planner $ 100 4,000 1,200
Administrative $ 65 -
Direct Costs -Travel,
Printlni!, Mailine
Sub-Total 11,960 4,000
Dudek
Principal $ 225 -
Env. Spec I Planner IV $ 150 -
Planning Asst $ 80
Sub-Total -
Task 3
Evaluate
Candidate
So-;itegies
4
2B
B
8 •8
12
62
70
I••
192
T.,sk 3
Ev..1/uate Candidate
Srrategies
800
3,640
880
520
5,840
2,700
9,300
5,600
17,600
Task 4 Task 5
0,dine
Prefe,TT!d Prepare Emissioos
Scracegy Reduction Plan
12 20
24 ••
32
8 16 •• 112
• 8
-12
"'"' 12"'
Task4 Tasl<S
OJdine Preferred Pt-epare Emissims
Strategy Reducdoo Pian
2,•00 4,000
3.120 5,720
--3,200
520 1,040
500
6,0-40 1-4,-460
-900
-1,200
--
2,100
TOTAL FEE $ 11,960 $ 4,000 $ 23,H0 I$ 6,040 I $ 16,560
Page 14 of 14
TOTAL
46
160
12
84
32
2 18
16
70
70
156
374
TOTAL
9,200
20,800
1,320
8,400
2,080
500
$ '42,300
3.600
10,500
5,600
$ 19,700
$ 62,000
EXHIBIT "A1" -SCOPE OF SERVICES AND FEE
Envision Carlsbad Phase 2 Work Program Amendment
Amendments to the Envision Carlsbad Phase 2 Work Program, dated July 27, 20 I 0, are indicated
in the text below using underline for new insertions and strikeollt fo r deletions.
3 Community and Decision-Maker Involvement
At the outset of the process, City staff will develop a Phase 2 Communications Plan that will
establish firmer dates for the various public/decision-maker participation activities, and more
clearly delineate consultant and City staff roles particularly in regard to distributed outreach
materials (mailings, web, etc). The anticipated public and decision-maker participation activities
are illustrated in detail in the Task Summary graphic (page 13) and the Phase 2 Schedule graphi c
(page 59), and are described throughout the text of Chapter 4: Scope of Work. Public and
decision-maker participation activities will be refined with EC3 input, and as the process moves
forward. A summary description of community participation activities is provided below.
3.1 Decision-Maker Roles and Meetings
ENVISION CARLSBAD CITIZENS' COMMITTEE (EC3)
The EC3 will continue to be a principal body that will shepherd the Phase 2 process. It will
provide leadership; review City staff and consultant research and technical analyses; and in
hands-on, interactive workshop-style meetings, provide direction on General Plan policies, and
guide development of alternatives and a Preferred Plan (for the General Plan). The EC3 will focus
on input, review, and "buy-in" to carry out the Vision, rather than deliberating in detail on precise
policy and program wording. EC3 members will also serve as conduits to their respective
constituencies, informing them about the Phase 2 program and how the public can participate,
distributing workshop flyers and other information about Phase 2, and encouraging participation
in the process.
The EC3's role wi ll largely focus on development of the Gen~rnl Plan Prderrcd Plan in
alignment with the Vision. The riolieies ae~1elo13ea iR the General Plu11 will guia~ aevelo13menl of
the Loeal Coasra l Progra1l'l aRd the Zoning Ordi11anee. Hie EC3 role i11 the 7011ing OrdiRenee
upaate eonsists of en early workshop on 1.011ing issl!es and options. Y.hile their role in tlw Loeal
Coastal ProgrnRl u13Elate eonsists of a re¥iew of th0-i¼(ffiltnistrati¥e drati LCP before iL goes 10 the
13ublio aAd the Coastal ComA1issioA. The PlanniAg Con1mission will general!~· sef\e n;; 1'1e
so1:mding board for more teelrnieal w ning issues.
The EC3 wi ll meet an average of once a month, with the exception of holiday periods, although
the EC3 may meet twice in close sequence when the Preferred Plan is being compiled. The EC3
role will be complete when City Council has adopted accepted the General Pn:ferred Plan~
CoaGtal Program, and Zoning OrdinaAee. In tho 29 months leading u13 10 1he Pl1:111nin~
Comm i:;sion nRa Cit;· Cetmeil hearings. tihe EC3 will meet approximately ~_I _I times 19 or
1hese meetings are shown on the graphie seheal!les (in oha13ters 4 and 5 of this \Vork Program),
while the remaini11g :;is flFovide flexieilit~· for additinnul meeting:; 11s neeaed. To ensure !hat the
1
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
proJeet stays flA sel-iea~tle, if ti-le 6C3 is 1,11rnhle to eoAclude a plaAAeEl ageAEla for a meeting,
additional meetiAg(s) may Reed to 00 sehed1:1leEl rather lhnn waiting for the neKt. regulArly
seheduled meeting.
CITY COUNCIL AND PLANNING COMMISSION
The City Council and the Planning Commission will be active participants and provide direction
at all key stages of the process. Rather than simply reviewing finished products, the work
sequence is structured such that as background research is completed, or as public input on
alternatives is gathered and synthesized, the City Council and/or the Planning Commission will
review this information and· provide broad direction to the EC3 and the project team . Decision-
makers will also be involved in reviewing key policy proposals. Ultimately, public hearings will
be held for Commission recommendation and Council adoption of the General Plan, Local
Coastal Program, and Zoning Ordinance, and certification of the Environmental Impact Report.
It is anticipated that the City Council and the Planning Commission will meet about ~H
times before the public hearings. The consultant will participate in s-tti-Cight of these meetings,
and there may be additional periodic briefings by staff. One of these meetings will be a Housing
Commission meeting for the Housing Element. The Planning Commission will be directly
involved in the General Plan and Zoning Ordinance update, reviewin g key issues and proposals,
and interim drafts which will be provided to them in four or five sections. The Scope of Work
also includes consultant attendance at futtt:-six public hearings for adoption of the documents;
these fettf-six may be with Planning Commi ssion, City Council, and/or Coastal Commission.
Overall, the consultant will attend tett-fourteen Commi ssion/Council meetings/hearings;
additional meetings/hearings will be attended by staff.
OTHER COMMISSIONS, BOARDS, AND COMMITTEES
Because the General Plan touches upon all aspects of City operations, other commissions, boards,
and committees will be involved in the process of preparing the General Plan, Local Coastal
Program and Zoning Ordinance; particularly in regard to topics that are closely related to their
roles-for example, the Historic Preservation and the Arts commissions will be involved in
development of the History, Arts, and Cultural Resources Element of the General Plan. City staff
will directly lead coordination with these commissions and boards; the consu ltant will be present
for a limited number of these meetings.
3.2 Community Meetings and Outreach
The extensive community outreach that occurred during Envision Carlsbad Phase I established a
firm foundation for moving forward with Phase 2. As a brief recap, Phase I outreach obtained
input from over 7,000 households by mail-in survey, over 265 community members by public
workshop, and 81 different organizations by stakeholder interview, organi zations representing,
but not limited to, biotech, real estate, hospitality, manufacturing, lagoon preservation, libraries,
medical centers, and sports leagues. During Phase 2, the outreach program will keep these
contributors involved in the process, and seek input from those who have yet to become involved.
One of the primary objectives of outreach in Phase 2 will be to ga in community input on the
alternatives for a Preferred Plan, such as desired land uses, mixes, and development intensities in
different parts of the city, and transportation priorities. Additional focused outreach will be
conducted specific to the Housing Element, Zoning Ordinance, and Environmental Review, in the
2
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
fonn of forums, workshops, or open houses. Finally, community members will be invited to all
public meetings and hearings.
MULTIFACETED OUTREACH
The Phase 2 community outreach program will be multi-faceted, including community
workshops, open houses, stakeholder meetings, and neighborhood and key group meetings.
Additionally, a oomAwA ity s1:tr~•ey on alternotive 1~la1rn will he flFeflared. and newsletters will be
prepared to keep the community informed. The website will be actively maintained, and all
materials will be accessible through the web. Periodic emails will be sent to update community
members on Phase 2 progress. In addition, use of Facebook (such as an Envision Carlsbad Fan
Club group) or other on line public forum will be explored in lieu of or in addition to emails. Staff
will also consider whether it would be helpful to televise EC3 meetings or include them in
webcasts to provide more opportunity for community members to stay in touch with the process.
STAFF/CONSUL TANT COLLABORATION
We have proposed elements of a community participation program consistent with our
community outreach conducted for Phase I, as well as our experience preparing General Plan
updates, Zoning Ordinances, Housing Elements, and other similar documents for other
communities. To ensure cost effectiveness and to maintain and enhance staff-community
connections throughout the process, the outreach program will be directed by staff, with
consultant participation primarily at EC3 meetings, key Planning Commission/City Council
meetings, and major workshops and open houses.
COMMUNITY WORKSHOPS AND OPEN HOUSES
Although Task I will mostly consist of background technical work, in late 20 I 0/early 2011, prior
to the completion of Working Paper #6, one or two workshops will be held to ga in specific input
on existing conditions and planning issues for the Barrio neighborhood (one workshop will
involve the consultant and is reflected in the scope; a second as necessary could be scheduled as
one of the budgeted ·'additional meetings (as nceded}"would ac run by City· srnfl). Task 2 will
kick off with one workshop for stakeholders from the development community to give input on
land use and policy direction feeding into the General Plan. In Task 3, General Plan and policy
alternatives (provided in an Alternatives Report prepared at the conclusion of Task 2) will be
brainstormed with the entire community in a round of ffitlftWO workshops that will focus on the
land use and policy options related to the Vision and to other important issues or areas of
significant change or controversy. The Alternatives report will be made available to the public
online at least two weeks prior to the workshops so that the public can review it. This feedback
will inform preparation of the Preferred Plan (Task 3 ). In addition, a stakeholders' session wi 11 be
held at the outset of the Housing Element Update process, and an open house will be held
specifically for the element when it is completed. During Task I 0, public hearings on the General
Plan, Housing Element, LCP, and Zoning Ordinance will all be preceded by a single,
comprehensive open house eoineiding with the la:;t EC3 moeting, where informat ion wi ll be
arranged in "stations" (each focusing on a Vision core value, for example) where communi ty
members can review material, query planners, and provide input. The budget n%u1111~:; one
additional "tloEHing" 1rnhlio worldrnpfopen how;e will he needed. to be scheduled a.6,s additional
community engagement needs are identified, an additional public workshop/open house mav be
scheduled as one of the budgewd ·'additional meetings (as needed)"'.
3
9
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
STAKEHOLDER INTERVIEWS AND AGENCY CONSULTATIONS
Phase 2 stakeholder interviews, agency consultation meetings, and stakeholder forums will begin
as early as October 20 I 0, undertaken for Task 2/5 (housing and development communities), Task
6 (Draft LCP), Task 7 (Master, Specific, and Area Plans Update), and Task 8 (Zoning Ordinance
Update). An important aspect of the consu ltation process is to develop a comprehensive
consultation list that includes neighboring jurisdictions, regional agencies such as SANDAG and
the Airport Authority, state agencies such as Caltrans and the Coastal Commission, and inter-
jurisdictional groups such as school districts. In add ition, we will ensure that the requirements of
SB 18 are met by consulting with Native American tribes from the beginning of the process.
The consultant team wi ll be involved in conducting the stakeholder workshops/meetings for the
development community/Housing Element and the Zoning Ordinance, and will also participate in
one face-to-face meeting with California Coastal Commission staff (not indicated on the
graphics). Other stakeholder outreach will be conducted by staff, including fo llow-up
consultation meetings with the Coastal Commission as necessary to ensure their active
involvement and productive input on the project.
NEIGHBORHOOD AND KEY GROUP MEETINGS
As the Draft General Plan is developed, meetings focused on specific topics may be held. These
may be in the form of meetings with key constituencies, or on specific policy topics. These
meetings may be held in conjunction with other forums to energize participants, such as Chamber
of Commerce meetings, other City commission meetings, Palomar Airport Advisory Comm ittee
meetings, lagoon group meetings, the Carlsbad Village Association meetings, School District
meetings, Imagine Carlsbad meetings, etc. A table may be set up at the farmers ' market, street
fairs, and other community events as another way to reach the public on their own ground.
Neighborhood Briefings/Key Group Meetings are not shown on the schedule graphic, but may be
added as the schedule and participation program are refined. These will primarily be stali-led
efforts, with consultant team participation defined by the effort shown on the budget.
NEWSLETTERS
Newsletters will be prepared periodically to keep community members apprised of the status of
the process, major milestones, emerging ideas, as well as to announce upcoming opportunities for
participation. Examples of possible newsletter themes include announcement of the start of Phase
2, Alternative Plans (workshops announcement), Draft General Plan and Housing Element (Open
House announcement), Zoning Ordinance, and Environmental Review (EIR public hearing
announcement). The newsletter on alternatives could also include the survey. The news letters will
be designed by the City communications office, using content (text, drawings, map figures, etc.)
and design input provided by the D&B team.
SURVEY
A sur.•ey is a'.i'.iU1fled to ee iAeludecl iA Phusc 2 for the purf)ose:; of gatheril'l~ eroud eomnrnAil)'
feedeaek on pote,~tial hmd use and f)Oliey ulternoti~1es de~·eloped in T1nk 2, 1md lo ae relined iA
Ta:;k 3. The Scope of Wurl( prcwides stweral oplio1is for Hti'.i effort.
WEBSITE
Si milar to the website role in Phase I, in Phase 2 it will continue to serve as an engaging outreach
forum and repository of information, including technical reports and documents, outreach
4
10
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
materials (such as forum presentations and EC3 meeting presentations), and results of the 5-ttf¥ey
aAfl-community workshops. The project e-mail list will be maintained and updated, and a
Facebook fan club and/or other interactive forums will be explored as a tool to broaden outreach.
The website will continue to be staff-maintained.
EIR SCOPING MEETING
A public scoping meeting on the EIR will be held (Task 9), and community members and
agencies will be able to provide comments on the Draft EIR during the public review period. This
meeting appears as the eighth scheduled community workshop/open house on the diagrams. A
Planning Commi ssion meeting could also be held during public review to collect oral comments.
3.3 Meetings Summary
The table below summarizes the number and distribution of workshops/open houses, EC3
meetings, and Planning Commission/City Council meetings anticipated to be attended by Dyett
and Bhatia and/or staff in this scope of work. Meetings that will occur during Phase 2, which are
not indicated in this table, include stakeholder interviews/meetings to be conducted in Tasks 7
and 8, Technical Advisory Committee meetings, and other meetings not planned to be attended
by Dyett and Bhatia.
Workshops/ Open Houses
and Community/Stakeholder Meetings
Task 1 ---------· --------------Task 2
PCIHCICC
EC3 Meetings , Meetings/Hearings
3 1 PC
1 cc
Task 3
·----+-------·------~~------1 ---:::~:-=i __ "HL Task 4 --------,----------Task 5 21 Tu~d·=----
Task 7 ,
1
__
Task 8 _
-1-
--i +
4 ------------+----__ __,__
Task 9 ________ ,, _______ .J ..
Task 10 ! 4
Subtotal Scheduled -1-0Z Addi!io;,;, ik>~liAg ----i ----------------j ------~~~ ··-~·---~-·---~ ---·-~-------·--7·-Consultant Attending I wr I
17~
Note: If additional community. EC3 or decision-maker meetings are determined to be necessary,
"additional meetings (as needed)" are included in the program budget.
See attached.
5
I I
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
Meetings: Barrio Neighborhood Community Workshops (one with consultants; a second staff-
led, if necessary)
EC3 Meetings (-IQ)
Boards and Commissions (staff led)
TAC Meetings ((1_4; no consultant participation)
l~i~~~,.i~~·-.~,1;·AM~$t)M6NTS·~ri:O:$EQ.,:10N-4_,-TAS.K-2.:(Pages 22-25) I
TASK 2: PLAN AND POLICY ALTERNATIVES
The objective of this task will be to translate the conclusions from Task I, as well as results of the
community outreach from Phase 1, into alternative land use and circulation patterns. Decision-
makers and EC3 members will be the drivers for shaping the alternatives, and provide direction
to the planning team by engaging in hands-on workshops.
This task will be conducted in two parts:
• Plan Formulation. Building on the identified issues, and opportunities and constraints,
approximately three "sketch plans" illustrating alternative land use patterns, with
supporting circulation system, for the Planning Area will be formulated (it may be more
or less depending on need, but this work program assumes three). Even if the actual
street pattern does not vary among alternatives, different land use patterns may generate
different transportation use pauerns.
• Plan Evaluation. An evaluation of the alternative sketch plans will be conducted, so
informed decisions can be made. A key component of this task will be assembling a set of
performance measures to evaluate the alternatives. The attempt will be to translate each
of the core values into one or more metrics, recognizing that some of the values (such as
neighborhood character) may lend themselves to qualitative rather than quantitative
evaluation.
City Staff Role: City staff will be involved in all steps of this task, includ ing brainstonning,
review and presentation.
A. Workshop with the Development Community (Staff; D&B). A workshop will be held
with the development community to ensure that a broad range of perspectives is taken into
account in the composition of potential land use alternatives. Major land owners, business
owners, and other development stakeholders will be invited to attend, building on the
outreach conducted in Phase 1 .
B. Conduct Planning Commission/Cit)' Ceuneil Jeint Workshop to Brainstorm on
Alternatives (Staff; D&B). At this meeting, a summary of the working papers assessment
will be provided, with the bulk of the time reserved for decision-maker brainstonning on the
alternatives. The goal will be to have decision-makers engage in a dialogue about the
possibilities for development and redevelopment, so that these ideas can be captured in the
alternatives.
6
12
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
C. Conduct EC3 Workshop on Defining Alternative Plans (Staff; D&B). Decision-maker
input will be reviewed, and a "world cafe" style workshop will be held with the ECJ
members to brainstorm about defining the alternatives, as well as performance measures that
will be used for their evaluation.
D. Update/seek input from City Council on status of altt-rnative plans. The Citv Council
wil l be provided with an update on the status of the alternative plans development. Input on
received from the development community, Planning Commission and ECJon the alternative
plans will be presented to the C'ity Council.
~L..._Define Preliminary Alternative Plans (D&B). Decision-maker and ECJ brainstorming
input will provide a found ation for the land use/transportation alternatives. A series of
alternative land use maps will be prepared. Alternatives could be structured around "themes,"
such as "core focus" or "distributed development." Items that have been conclusively
identified as critical to the community-such as open space-may be emphasized in all of the
alternatives, but the manner in which this is carried out may vary.
The alternatives will be sufficiently developed to show the community and decision-makers
clear choices among major land use options. Alternatives wi ll incorporate urban design
concepts and will explore land use arrangements, mixes, locations of centers and activities to
support neighborhood revitalization, promote livability, enhance sustainability, and help
achieve the core values. To the extent possible, alternatives information will be presented in
the form of maps, tables, and charts.
-F.-..E:.._TAC Meeting. The TAC will meet to review the preliminary Alternative Plans, and
following which any needed revisions wi ll be made before EC3 review.
F-.h_Review Preliminary Plans with EC3 (Staff; D&B). The preliminary Alternative Plans
will be reviewed twice with ECJ in a workshop-like setting; the first meeting will look at the
complete alternatives comprehensively, while the second meeting will focus on the Barrio
neighborhood more specifically.
(.;.!!:._Evaluate Alternative Plans. Impacts of the plans will be quantified. Relative merits and
disadvantages of the alternatives will be assessed, based on how well they reflect the core
values of the Vision. For each core value, performance criteria will be selected from readily
available and accepted sources, recognizing that not all core values lend themselves to
objective assessment. However, quantitative measures related to several topics-
transportation, land use, population, housing, employment, greenhouse gases, env ironmental,
and fiscal-will be compiled and presented to enable informed discussion and decision-
making. The emphasis of the evaluation will be on succinct, understandable information, with
use of tables and charts, rather than large volumes of technical analysis and text. Evaluation
topics will include:
• Land Use, Population, and Employment (D&B).Comparative impacts in terms of
population, housing, and jobs, and compliance with Growth Management Propos ition E
will be prepared for presentation in narrative and tabular form.
7
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
• Transportation (F&P). Traffic forecasts will be prepared for the alternative land use
scenarios. Trip generation estimates will be prepared for the land use growth anticipated
under the alternative land use scenarios. Future trips will be distributed and assigned to
the street system. Citywide transportation measures such as vehicle miles traveled, hours
of delay, and numbers of trips generated wi ll be calculated fo r each of the three
alternatives and will be used to assist in comparing and contrasting the effects of the
alternatives. Differences on impacts on pedestrian and bicycle movement will be
analyzed.
• Livability/Smart Growth (D&B, F&P support). Impacts of the alternatives will be
evaluated at a quantitative level (for traffic, walkability/access to stores and open space,
jobs/housing balance, etc.), and qualitatively where appropriate. These criteria will be
developed in conjunction with staff.
• Fiscal Model and Evaluation (RSG). Using the City's operating budget, the capital
improvement program(CIP), and the development impact fee program (it is anticipated
that the operating budget and CIP will be for the adopted 2010/1 I budgets, and the
development impact fee program will be the most current), RSG will identify municipal
costs and revenue factors, and development impact fee rates, and use these factors, as
well as other information provided by the City, in preparing a long-range General Fund
fiscal impact model. The model will provide projections of department-level revenues
and expenditures over the time period of the General Plan under a base case (i.e.,
continuation of current trends) and a reasonable number of alternative scenarios. RSG
will then identify resulting municipal reven ues, municipal service costs (public safety,
recreation, development services, and general government), and development impact ft:es
associated with each land use proposal. Once the model is oriented with City of Carlsbad
specific factors, RSG will then test various land use alternatives based upon the land use
option proposals. In order to provide a comprehensive understanding of municipal
revenues and expenses, RSG will also input existing developed land use data provided by
D&B and establish baseline revenue and expenditure forecasts for those lands uses that
are not anticipated to change or to be significantly redeveloped, during the planning
period used in the General Plan update. RSG will consider presenting the fiscal ana lysis
results in a format similar to the annual 10-year forecast for the General Fund, with whi ch
the City Council is already fami liar.
• Environmental (Dudek, D&B). Impacts of the alternatives on environmental resources
will be evaluated, including natural resource communities, quantification of greenhouse
gas em issions, and potential safety confli cts such as with airport land uses.
I+.-!:... TAC Review of Draft Alternative Plans Report. The TAC will review the Alternative
Plans Report before public review.
h!:._Prepare Final Alternative Plans Report (D&B). The alternatives, their organizing
principles, as well as the evaluation, will be summarized in a working paper. Following staff
and TAC review of an administrative draft, the Alternatives Plan report for will be prepared ,
which wi ll be review by the public during Task 3.
Meetings: Development Stakeholders Workshop (I)
City Cmmeil/Planning Commission .kt+tf Workshop to Brainstorm on Alternatives
City Council status update
EC3 Workshops (3)
TAC Meetings (2)
8
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
Products: Preliminary Alternative Plans
Fiscal Model
Workshop Materials on Alternatives
Alternative Plans Report
TASK 3: PREFERRED PLAN
In this task, a Preferred Plan will be developed and refined in collaboration with the community
and decision-makers. Choices and tradeojj.f will be discussed with the public during community
workshops. The selection of a Preferred Plan will create a framework within which new policy
language can be developed for the General Plan. Much of the focus of choosing a Preferred Plan
will revolve around the Vision and other major issues identified such as economic sustainability
and growth, and achieving a self-sustaining mix of land uses. Additionally, framework concepts
or key goals for the individual elements of the General Plan will be developed to provide a bridge
to detailed policy-making.
Staff Role: Much of the initial work on this task wi ll be outreach to the community at large, as
well as organizations, to get feedback on the alternatives and direction for a Preferred Plan. This
outreach will largely be a staff-led effort, with consultant support on the four citywide community
workshops, as well as a community survey. The consultant team will summarize results of the
four community workshops and the community survey; staff will be responsible for correlating
this with feedback from other groups and organizations, and providing a unified direction on
Preferred Plan.
A. Prepare Newsletter on Planning Alternatives (D&B). This newsletter wil l summarize the
key alternatives being considered for the General Plan, and could be combined with the
survey. Opportunities for public input will also be included. The City will be responsible for
printing and mailing.
B. Citywide Workshop on Alternatives (D&B, Team). City staff and consultant team will
lead fet:H:two community workshops (olle iii eaoi:l Zif) oode) to discuss and compare the
alternative plans. The format for the public workshop will be reviewed with City staff, but is
likely to be small groups focused on specific issues, who then present their findings and
preferences to others in an open forum. This format will also allow the EC3/decision-makers
to gauge public reaction before decisions are made. Community-specific issues can be
addressed in targeted discussions with area residents or with specific groups by City staff.
C. Barrio Neighborhood Workshop on Alternatives (Optional). If desired, a AAk--worksho p
will be held focused on getting feedback on alternatives for the Barrio neighborhood.
D. 811A•e,· and Web-Based Feedback (BWR; D&B support). Along with the nowsle1wr
(Subtask 3.A aboYe) a mail in sun·e)' will ee sent to oh1ain eonrnrnnil)' feedhaek on
altematiYes. In addition to the overall alternati\·es, the surve) ma)· ask eertHl'lunit)' memeers
Sf)eeifie queslions about indi·,idual eomponents (such a~; pitfk-5-)--tH'-nbout ~;f)eeifie Fo1;;111s Arel:ls.
Web-based technology, such as an online survey, UserVoice voting, or other feedback tool-
will also be explored as a way to obtain additional community inpul on the al ternatives. +he
H ~J will have the opporlunity 10 rei,•iew und onmment on the sup;e)' tool prior to di~1-to1r.
Resu lts of the ~.ur,·ey will ae ended und anal~·;,:etl. Three option!, for eo11d1ierin!; thi; :a1r1tey
are wese,ned aelew hy RWR, witi:l ee!il compari!,nns.
9
IS
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
{)plim, l: Repre.'ie~11111i11e &,mp/iHg
Thi:; option wo1:1la proviae e represelllati~•e snmpling of Cerlshcu:l re:,ide1Hs frnm un n 100
(•/ 4.88% 1nergin of error, gi,•en a 95% le,·el ftfoonfidenee) ton 800 (•/ 3.14% rnargi,i tlf
error, gi,•en ti 95% le, el of oonfidenee) residents of Carlshnd. Thi:; :mm pie ,,.. ould repre:;enl
the Cit=y':; population h)' uge, eElrnieity. geegrnphie distril:rntion (zir eoae) und gender. Thi:;
eould be done using rhone a1ia en line surveys. If the sur>1ey req1:1ires 1,i:11:1111 oue:,. n sumpling
of surveys oan he mailed andter emailed ,, ith phcrne follow up:; alld recruitment.
• Adrnnti,ges: This approach is the most reliable in gathering a ~;aniple thlll aeourutel~
retleets Carlsbaa's residellt flOptilation.
• Ois1uh•o11toges: This approach will not gi,•e e~•e1)· resident the oppo11unity w prm•ide
their feedback .
• Research Fee Estittt&te: n 100, $19.725: ll 600. $23,825. This woul~at!--Stt-Pley
aesign, pre testing, all datu co lleetien eosts, dal:a analysis alls a writcto11 re,~ort.
--Addilieuol Cesi~1te
Oj,lifm 1: Limited Ct:m;u.,; Apt,rfJReh
This option v,ould aegin with sending a postcara to e,•ery residem to eon1plete an online
SUPlO)' or co ll a I 800 number te reeei\1e a mail ,·ersioH or the s11r,1ey. Afler the initial wa¥e
of completed sun·eys ha•,<e eeen gnthered, 0\1/R would sample those resiaenrs !hat were
u1u:ler represe1Hed oiler the initial wave of oompleted s11r11eys.
• Adwuitnges: Th is approaeh proviaes nll householas with mailing adaresses rhe
opportunity to participate in the s11111e)·, eut most of the re:;earch reso1:1rees 11re put
towards de,·eloping a represoJHati•,e salftple that aecuratcly refleets Carl.,bad's entire
f')Opulation.
• Oisad¥nntages: This approaeh will take more time thrm Option 1. e,nending out the-+i-Hte
alloeatea for eommunity feedbaek on 11lterna1i,·es, unless m·ersumpling of lil<el)
1:1Aaerrepresented population groups (suc h as yollliger people) is done at tlie outset in
anticipation.
• Rt·se1uch Fee Estimate: n eOO (a mi,~i,mttfl4-{,00. likely to be more hased on online
participation) $2 I ,89~is woula iA€-H:lde s1:11-ve:,· de:,ig.n, pre testing, 1111 dntn eol leeti1m
oosts, dtllu onolysis, and u written repmi.
• Additiennl-tests: Cost ol'mailing out a postcard to al l residen1s.
O;J1io11 J: F1dJ Cen.rn.~· Ap-j'JNJa~h,ff PreferrctJ Approaef,)
This option would be similar to tho appronch done in tho first phase of E1wic:ion Carlsbnd,
,.,.,here the surYey was mailed out to all households. A variati on eou~o semi out lir<;l--fi
posteara lo increase the number ofonline oompletes and then mnil out surwys to all reside111s
who did nol complete an on line sup;cy; howe,•er. !his two step prooess will ads to the time.
• Ad~•antuges: This approach provides all households with mailin~r~'.;•;w; the
~unity 10 partieipate in the survey.
10
lui
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
• Disod¥ttntoges: While the o,·erell numl:ler of eompleteEI !iUPt'e)'S will be highest under
this approeeh, this approach is typically less ref)resentatiw as Elifferent sub populations
ha,,e differe1H le,'els of partioipation. This process uses more reso~1rc0s (19aper, totAI cosrs.
including researeh fee one print.ing anEl postage; howe,er. if do11e witli o eitywiEle
newsletter, then this will not be the case) anEl, if a two step process (postearEl. fol lowed
by a mail sur,'ey) is uses, takes more time than tlie other approaches.
• ReseaFeh Fee Estimate: $12,500. This would incl ude surve)' design. pre testing. daw
analysis, and a 'Nritten report. Depending on the len gth of the sw-ve)· ond the 1rn111ber of
open ended questions, RWR woHld charge .75 cents to $1.50--~el~--mail survey lllflHti
returned and processes.
• Additional Costs: Costs of mailing postenrdt, andtor sur.,,eyt; to all residents (hm,,e, er. i I'
combined with newsletter on alternati·1es, aElditicrnal CO!il will be minimal).
E. City Council/Planning Commission Briefing on Alternatives and Community Feedback
(D&B, Team). Decision-makers will be briefed on the alternatives, their impacts, and
community reaction to them, so decision-makers can weigh in or provide specific direction to
the EC3 should they so desire.
F. EC3 Meeting on Defining Preferred Plan (D&B). Community feedback on the alternatives
and decision-maker briefing (subtask D) will be used as the basis for the Preferred Plan,
which will be defined in an interactive working session with the EC3. Much of the focus of
creating a Preferred Plan will revolve around implementing the Vision core values and
achieving a balanced mix of land uses based on identified need. All of the Focus Areas will
be systematically explored to make sure that in addition to buy-in into the big picture, there is
agreement on how this is carried out in individual areas. This discussion will also be used to
fonn key policies or "framework concepts" that will be translated into policies. The Preferred
Plan will consist of a land use/circulation diagram accompanied by a short desc(iption.
G. Prepare Policy and Framework Concepts (D&B, Team). Key goals or guiding policies
and "framework concepts"-short narrative text that will be later translated into goals and
policies-will be prepared in a memo format. These wi ll synthesize information gathered to
date and assist 1::C3 R~embers in bridging the gap between Preferred Plan and detailed policy
development.
H. Prepare Memo on General Plan/Local Coastal Program/Zoning Integration Structure
(D&B). This memo will encapsulate organization of the General Plan, LCP, and Zoning
Ordinance, in particular related to the legal requirements of the LCP. Critically, this memo
will define how the California Coastal Commission will use the LCP, and how the
organization of all three documents will ensure that the California Coastal Commission is
clear about which parts of the planning documents fall under their purview. Initial outl ines of
the documents will be included.
I. TAC Meeting. The TAC wi ll meet to review the preliminary Preferred Plan and the memo
on documents structure and integration, following which any needed revisions will be made
before EC3 review.
11
17
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
J. Review and Refine Preferred Plan and Key Goals with the EC3 (D&B; Team). The EC3
meeting (subtask E, above) will be used to prepare a Draft Preferred Plan. Development
resulting from this Preferred Plan will be quantified, and reviewed together with concepts and
key goals (from subtask F, above). It is likely that discussion of the Preferred Plan and the
key goals will be accomplished over two meetings. Overall structure of the documents
(General Plan, LCP, and Zoning Ordinance) will also be reviewed.
K. Present Draft Preferred Plan and Key Goals/Guiding Policies to Decision Makers
(D&B). The Preferred Plan and the goals will be presented and reviewed with the Planning
Commission/City Council. Choices and tradeoffs may also be discussed regarding the
integration of the General Plan, LCP, Zoning, and existing specific and master plans. City
Council acceptance of the Preferred Plan will establish the basis for formulating detailed Plan
policies.
L. Prepare Newsletter #2: Preferred Plan and Key Goals (City).
Meetings: Community workshops on alternatives (-4;!)
ECJ Meetings on Preferred Plan and Key Policies (2)
City Council/Planning Commission (2)
TAC Meeting (1)
Products: Newsletter #1: General Plan Alternatives
Workshop Materials
C111w111111ily Sun·cy. anfl Rererl m1 Cm1111,·,·mi1_1· Sm·,·,:~· P1·tfe11,"l'd !'la-11
Preferred Plan and Key Goals/Policies
Memo on GPILCP/Zoning integration Structure
Newsletter #2: Preferred Plan
12
It
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
Community Vision. We will include both "guiding policies" (or goals) and "implementing
policies, " the latter forming a concrete, realistic, and feasible basis for implementing ordinances
or amendments to existing ordinances. Preparation of the Draft General Plan will be conducted
in parallel with the Draft EIR, so that any necessary mitigation can be folded into Plan policies
to ensure that the Plan is "self-mitigating. "
The Draft General Plan will be structured in such a way that the average citizen will find it
meaningful, useful, and understandable. Chapters may correspond closely with the Vision core
values or sustainability principles (environment, economy, equity), rather than using traditional
elements such as "land use" and "open space ". In this case, compliance with State law
requirements for elements would be shown in a matrix form. A traditional elements approach
could also be used; decision on the appropriate structure and the General Plan outline will be
made as the final products from Task 3 (overall structure of the various documents, and key
General Plan goals) are being developed. Regardless, the General Plan will be structured to
implement the Vision and will reflect requirements for the State-mandated seven elements (Land
Use, Transportation, Safety. Conservation, Open Space, Noise, and Housing (see Task 5).
Consideration will be given to the formulation of "optional" elements which are permitted by
State law and which may help the General Plan achieve the Vision. In the outline provided below
based on the Vision core values, already represented are examples of "optional" elements
related to economic development, sustainability, and cultural resources. While short background
material will be provided as needed to set the stage for each element, the General Plan will
largely consist of goals and actionable policies (along with maps. photographs and illustrations,
as appropriate), rather than lengthy text on existing conditions. As policies are developed, bR
Pla11nin,; Commission input will be sought.
City Staff Role: City staff will provide policy input and direction to the consultant team, and will
be involved in re~·iewiAg and providing dirt)etioA as GC3 Planning Commission review meetings
are held, and in reviewing and providing direction when the full Draft General Plan is compiled.
City staff will also act as a liaison with various commissions and other groups, as necessary, as
policies are developed.
A. Prepare Outline (D&B). A detailed outline for the General Plan (including a list of figures)
will be prepared and reviewed with City staff. Topics that will be covered in each chapter will
be identified, and a "mock-up" section will be prepared for staff approval.
B. Establish Plan Forecasts (D&B). Forecasts of land use and population changes that will
occur at General Plan horizon year (likely for horizon year 2035 or 2040) will be prepared.
C. Evaluate Transportation Improvements of Draft General Plan Land Uses (F&P). Using
the SANDAG travel demand model, F&P will use horizon year conditions traffic forecasts to
identify the roadway infrastructure needs to support future growth, while balancing needs of a
variety of modes.
13
\9
Exhibit A1 -Envision Carlsbad Phase 2: Work Program Amendment
• Neighborhood Revitalization and Livability. This element will provide direction for
rejuvenation of neighborhoods in the city's core, identify the location and intensity of
uses, and provide policies that would result in deve lopments that are appropriate to the
character and setting. Proposition E Growth Management mandates will be
acknowledged, as well as implementation of current Housing Element programs. Topics
in the element may include:
-Land use vision;
-Land use classifications; density/intensity standards (including land use map on the
city's parcel base);
-Connection to the Housing Element;
-Neighborhood(s) connectivity;
-Population and job holding capacity; jobs/housing balance;
-Detailed policies for Barrio Neighborhood;
-Policies for new mixed-use areas;
-Policies for other areas, such as residential neighborhoods, office and business park
districts, and for amenities such as community gathering places;
-Financing sources and strategies such as sales tax, TOT, etc.; and
-Land use compatibility in the McClellan-Palomar Airport Influence Area consistent
with the Airport Land Use Compatibility Plan.
D. Implementation and Monitoring (D&B). The General Plan implementing policies wi ll
constitute the Implementation Program for the General Plan. If so desired, these can be
assembled into an independent document/matrix, so implementation can be tracked and
programs easily prioritized . In addition, statutory req uirements for annual General Plan
reports will be included. Major capital improvements resulting from the General Plan-parks,
streets/bikeways, water/wastewater system improvements--can also be compiled into a list,
so that the City can prioritize timing and improvements.
E. EQ-Planning Commission Meetings. Some policy issues must necessarily be considered
and resolved during the preparation of the General Plan. The EG-Planning Commis~ion will
convene as needed (likely 41 meetings) to provide the project team with planning policy
direction, including ,-il12olicies for the Barrio neighborhood will be dise1:1ssed by· 1he 1:£3 RS
part of the reg~ilar mt:,eli1~g:; or in one or more meetin~s spueifieally de\'Ol12d lo the toric.
F. TAC Meetings. It is likely that the TAC will meet several (potential ly about four) times as
policies are developed and refined.
G. Prepare Public Review Draft General Plan. The Administrative Draft presented for staff
review will be revised after City staff provides a consolidated set of comments.
Meetings: bb-JPlan11i111: Commissio11 Meetings (4J)
TAC Meetings (4)
Products: General Plan Outline
Administrative Draft General Plan
14
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
An Administrative Draft will be prepared and then revised based on a conso lidated set of City
staff comments. The Draft Element will then be presented to the Planning Commission for
review and comments prior HCD review.
• Cmmmmily Out-,eaeh. De¥e lopment of a I lousing e lement that responds 10 uommunity
needs and reoei\·es eomrn unily aeeeptanee ret1uires sign ilieo nl publie inpul. 111 oddi1to1-He
opportunities to e.xplore housing iss1:1es at other forums held in eonj1:mo1ion with 1he
General Plan. one eommunity v. orkshof) focused on 11ousing will be l~elEI; this eould be in
form of a "housing summit'·. Addtt-tennlly questio~rt-uin i1~g l{>-koos-tt'tt!:-eun be
included as part or the '.iun·e~· on the ulti:,rnutiws.
• Administrative Draft Housing Element. Based on the assessment of housing needs,
constraints, and opportunities, as well as past accomplishments, the current Housing
Element will be comprehensively revised to:
-Inventory housing resources and constraints, including analysis of population and
household characteristics and needs, land availability, governmental and non-
governmental constraints, special housing needs, energy conservation opportunities,
and existing subsidized housing at risk of converting to market-rate housing;
-Demonstrate site development capacity equivalent to, or exceed ing, the projected
housing need in the RHNA;
-Make available sites at adequate densities and development standards to fac ilitate and
encourage a variety of housing types for all socioeconomic segments of the
community, including those with special needs;
-Improve and preserve the city's existing affordable housing stock;
-Facilitate and encourage the provision of new affordable housing to meet the needs of
low and moderate income households;
Work to maintain the small town residential feel of existing neighborhoods;
-Review the previous element 's goals, objecti ves, policies, and programs; compare the
previous element's projections against actual achievement; and describe how the
goals, objectives, policies, and programs in the updated clement have been changed
to incorporate lessons learned;
-Describe how the City made a diligent effort to achieve public participation from all
economic segments of the community in the development of the Housing Element;
-Estimate the funds expected to accrue to the Redevelopment Agency's Low-and
Moderate-Income Housing Fund during the planning period, and describe the
planned uses for those fund s;
-Create a five-year schedule of actions to achieve the goals and objectives of the
Housing Element;
-Quantify the objectives by income level for the construction, rehabilitation, and
conservation of affordable housing;
Ensure policies and programs active ly mitigate constrai nts to the development,
improvement, and preservation of housing and promote equal housing opportun ity.
15
'') \ (_ \
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
The document will include maps showing the location of sites identified to meet the
City's housing allocation. The sites maps will be created using GIS data already
possessed by D&B from the General Plan update project.
• Draft Housing Element. The Administrative Draft will be submitted to City staff and
then revised based on a consolidated set of staff comments.
• ECJ Meelir,g (1). Certain Housing element Eliscussions should be brm,ght befor0 the
eC3 a,~dtor decision makers. Meeting:, will diseuss the following topies: introduc1ion lo
Housing Element law and requirements; re¼·iew of housing needs; reYiew of hou .. int:t:
eonstraints; relationshi13 between Rll~JA und sites inwnlory: housing goal!; and flOlit!ic~;:
and re'>'iea;, of t!cte draft I lousing element. The EC3 and tRe eommun it) should also he
affordea the opportunity to discuss topics t!ctat muy be oontnwersial such a:; affordahle
IHlusing policies and npµortunit:,· nreas for affordable and higher den!iity hou:;ing.
• Commission/City Council Review (3). The Draft Element will then be presented to the
Housing and Planning commissions and the City Council for review and comment prior
HCD review.
• HCD Review Draft. Following the Housing/Planning Commission and City Cou ncil
review, the HCD Review Draft will be prepared.
H. HCD Review. The Draft Housing Element shall be submitted to HCD for review, with the
goal of gaining certification on the first iteration, but understanding that this is uncommon.
Consequently, this task could include two rounds of HCD review (60 days apiece). If
required, a second HCD Review Draft, with revisions in underline/strikeout format will be
prepared. D&B will be responsible for further revi sions to the Element to address HCD
comments. All revisions will be prepared in underline/strikeout format. The budget assumes
one round of revisions and resubmission to HCD.
I. Hearing Draft Housing Element. Following HCD review, the Hearing Draft of the Housing
Element will be prepared. Hearings on the Housing Element will be combined with hearings
of the other public review documents.
Meetings: Housing Stakeholders Workshop (1)
f:&nmtmi.'y IJl&rkshups (IJ
E'CJ ;\feeling ff)
Housing Commission (I)
Planning Commission (I)
City Council (I)
Product: Administrative Draft Housing Element
HCD Review Draft Housing Element
Hearing Draft Housing Element
16
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
B. TAC Meeting. The TAC will meet to review the Annotated Outline and provide feedback.
C. LCP Land Use Plan Amendments (D&B). D&B will prepare a draft LCP Land Use Plan
Amendments based on the Preferred Plan, framework concepts, and key goals established in
Task 3, and working drafts of General Plan elements. Policies will be written to implement
the Coastal Act in a manner consistent with the Vision core values, and provide the
foundation for implementation plan (which will be incorporated as part of the Zoning
Ordinance). Graphics will clearly delineate the Coastal Zone and the Coastal Appealable
Zone and the City's land use designations within these zones. We will review the draft LCP
Land Use Plan Amendments with City staff and revise based on City staff comments.
D. LCP Implementation Plan (D&B). D&B will prepare a draft LCP Implementation Plan as
part of the Zoning Ordinance update described in Task 7. This scope of work assumes that
while Chapters 15.12, 15.16, and 18.48 of the Municipal Code are also part of the LCP
Implementation Plan, they do not need to be comprehensively updated. City staff will ensure
consistency between the new LCP Implementation Plan and these chapters. We will review
the draft LCP Implementation Plan with City staff and revise, based on City staff comments.
E. ii;CJ Re>,•iew (D&R). The F.C3 will re•,iiew the t3ropnsed LCP ul one or t~•,o n:ieetiAgs.
F.h_Final Plan and Certification (D&B).
(..:;.,£:__Public Review Process Preparation. D&B will assist City staff to prepare for the public
review process, including summary materials on the Draft LCP for use in staff reports; public
workshops and hearings; and briefings for key interest groups. It is assumed the LCP will be
included in the Planning Commission and City Council hearing process for the General Plan
and Zoning Ordinance. Planning Commission and City Council hearings on the LCP will be
held and attended concurrent with those for the General Plan and Zoning Ordinance Update.
• Coastal Commission Submission. Based on City Council action and final text changes
provided by City staff, we will prepare the final LCP for submission to the California
Coastal Commission for certification.
• Coastal Commission Hearings. See Task I 0.
Meetings: LCP update consultation with Coastal Commission staff
TAC Meeting (1)
EC 'J Mt•e{ing (/)
Planning Commission Hearing(/, concurrent with General Plan)
City Council Hearing(], concurrent with General Plan)
Products: Memo on Structure. and Organizational Options
Annotated Outline
LCP land Use Plan Amendments
LCP Implementation Plan
LCP Maps (Land Use and Zoning)
Final Local Coastal Program for submission to the Coastal Commission
17
.. •.>
,· ....;'
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
C. Stakeholder Meetings. Stakeholders who use the existing master, specific, and other area
plans will be invited to give their input at a stakeholder meeting.
D. Consistency Evaluation and Update. For plans that will be maintained as stand-alone
documents, all policies will be reviewed for General Plan consistency, redundancy, and
obsolescence. Appropriate policies, proposals, and maps and diagrams will be updated.
K ~C3 Meeting. A ~mmmary of prorosed eh1rnges ·to tl~e master, :,peei fie , and other area plan:;
will be presented to the E:C3, aHd their feedaaok solieiled .
&:'.L_Hearing Draft Master, Specific, and Area Plan Updates. Hearing drafts of these
documents will be prepared. Because these documents are being updated simply for
consistency with the General Plan, no decision-maker review preceding the hearing drafts is
anticipated. Note that the EIR on the General Plan and other documents would form the
environmental review document for these plan updates.
Meetings: TAC Meeting(])
Stakeholder Meetings
EC3 M-eetinx {l)
Products: Updated Draft Master, Specific, and Area Plans
18
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
By moving from agreements on general approaches lo the outline of specific regulations and then
agreements on modules, our work program involves Ciry staff and the community in the update
process and generates a sense of ownership and commitment to the new regulations. Although
our work program is designed to address problems that may exist throughout the entire body of
current zoning regulations, the primary emphasis will be the preparation of a new code to
implement the new General Plan and to meet the requirements of State law.
One wo,-wshftf> with ECJ, t'M'fi/f.our workshops with the Planning Commission will be held to
review issues and options, "modules" of preliminary regulations, and key initiatives. Hearings
for the Zoning Ordinance will be combined with those of the General Plan and the LCP.
Staff Role: Staff will participate actively in this process, providing a list of zoning issues to the
consultant, leading a tour focused on zoning issues, reviewing outlines, and the modules as they
are prepared.
A. Background Research; Stakeholders Interviews.
• General Plan Policy Matrix. Prepare a summary matrix of General Plan policies and
programs related to zoning and identify how they will be implemented: by use
regulations, development and design standards or guidelines, development review or
development incentives. Include a column in the matrix to allow for comments by and
questions to staff.
• Tec/rnica/ Review. Conduct a technical review of existing zoning regulations and other
applicable regulations such as the Airport Land Use Compatibility Plan. Review district
requirements, supplementary provisions, site development standards, parking and loading
requ irements, sign regu lations, administrative procedures for specifi c zoning approvals
and for admin istration of the ordinance (e.g. noticing, hearing, and appeal provisions;
project review and permit requirements; permit extension and amendment provisions;
enforcement and abatement; and zoning text and map amendments). Identify con flicts
with the General Plan and applicable requirements of State and federal law.
• District Review. Review the existing Zoning Map, the General Plan Land Use Diagram,
and other adopted policies and guidelines; discuss with staff the purpose of different Plan
designations and zoning districts, potential conflicts, and the City's approach to
identifying properties that may require rezoning. Develop districts that are intuitive,
relate to, and are consistent with General Plan land use designations.
• Zoning ls:me:.· (City staff). Prepare a list of technical zoning issues and a summary of the
types of variances granted and standard conditi ons imposed on various types of projects
for the past two to three years, based on a sample of applications reflecting conditions in
the city. City staff also will identify Coastal Zone regulatory issues (e.g. standards, public
access requirements, permitting problems). If certain types of variances are routinely
granted, it may be appropriate to re-write the applicable standard or zoning requirement
to avoid reliance on this procedure. This issues review will capitalize on previous
strategic review processes, stakeholder consultation, and reports generated by City staff.
19
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
• Issues and Options Workshop with ECJ fmd Planning Commission. Prepare a
PowerPoint presentation for a joi1H 6CJ/Planning Commission workshop, including a list
of specific zoning issues in Carlsbad (e.g. diagrams of typical standards) and examples of
how peer communities may have resolved similar issues.
• Zoning Ordinance Annotated Outline. Based on City staff and Planning
Commi ssionf;g comments on issues and options, prepare an annotated outline of the
zoning regulations with a "plain English" commentary. The outline will lay out the basic
structure of the Zoning Ordinance update and will be in sufficient detail to indicate what
changes will need to be made to current regulations, including:
-Number, types, and purposes of base zoning districts;
-Overlay and special districts, and provisions for planned development;
-Applicability of form-based approaches;
-General purpose sections of the new ordinance, including definitions, provisions for
"use classifications," supplemental standards for certain specific uses applicable in
some or all districts, administration, and enforcement;
-The overall organization and numbering system, and procedures for amendments;
and
-Graphic illustrations of selected standards and guidelines and review procedures (by
title only).
• Annotated Outline Review. Review draft Outline with City staff; revise, based on
comments received. Once agreement is reached, re-organize the existing ordinance using
a digital file provided by the city to follow the chapter sequence for the new ordinanc1:
and include comments on revisions needed. Include "placeholders" for new regulations.
B. Administrative Procedures.
• Evaluate Administrative Provisions. Evaluate existing administrative provisions for all
zoning decisions and identify opportunities for streamlining. Processes evl,lluated will
include: Use Permits, Coastal Development Permits, Variances, Site Development Plans,
Planned Development, interpretations, zoning text and map amendments; General Plan
amendments; appeals, and revocations of discretionary permits. Procedures for citizen
participation in the development review process also will be evaluated. Coastal Zone and
Coastal Development Permit procedures will be drafted "stand-alone" in order to
facilitate Coastal Commission review.
• Update Definitions. Updatt: definitions, including appropriate illustrations, and rules for
measuring floor area ratios, and sign area and determining setbacks and encroachments,
as needed (definitions and rules for measuring building heights were recent ly updated).
Group like terms under headings to facilitate understanding of differences among terms
(e.g. lot types, lot lines, residential housing types, and street types). Prepare a summary
list of terms and cross-references for readers, similar to an index.
20
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
• Response to Comments and Addenda. Assist City staff in establishing an approach to
responding to comments received on the Public Review Draft Zoning Ordinance.
Distinctions might be made between comments that address: 1) General Plan policies that
al ready have been established; 2) regulatory policies that wou ld be considered by the City
Council ; 3) regulatory provisions required to respond to State or federal law; and 4)
concerns that are beyond the scope of the Zoning Ordinance.
We will work with City staff to review the comments received, and to decide on an
approach to preparing any necessary addenda to the Draft for considerati on by the City
Council.
• Adoption Hearings. Adoption hearings are included in Task l 0.
Meetings: Kickoff staff meeting
City tour
Stakeholder interviews
!!£-YP!anning Commission Workshop on Issues and Options
City staff teleconference to review .ft.J-Pla11ning Commi!,sion concerns and
Annotated Outline
Planning Commission workshop on Module #I
Planning Commission workshop on Module #2
Planning Commission workshop on Module #3
TAC meeting on Administrative Draft Zoning Ordinance
Products: Matrix of General Plan policies related to zoning
Summary of issues from stakeholder interviews
Technical memorandum on zoning issues and options
Annotated Outline of Zoning Ordinance
Module #1: Zoning Administration-Administrative Draft and Final Version
Module #2: Use Regulations-Administrative Draft and Final Version
Module #3: Development/Design Standards~--Administrative Draft and Final Version
Draft Zoning Ordinance and Map-Administrative Draft and Public Review Draft
21
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
I; :~~.;~< "~¼l1~~AMEN.QN(gij[S;ll.Q.1:SP.04TIQNl4:~.·:l" ~SK-~t0'.-{Pag_e$ 57-58) I
TASK 10: HEARINGS AND ADOPTION
The objective of this task will be to take the Draft General Plan, LCP, Zoning Ordinance, Specific
Plan and Master Plan amendments, and the EIR through public review and hearings. Given the
large volume of documents that may need to go through the review and adoption process,
decisions on streamlining and sequencing review (such as joint Planning Commission/City
Council information sessions, or sequencing zoning adoption after policy documents have been
completed) may need to be explored Consultant is scoped to attend four of the six hearings
indicated in this task.
A. Prepare Newsletters 3 and 4 (City). Newsletter #4 will be completed prior to the hearings,
and will sum marize the key features of the General Plan and other documents, and provide
the hearings schedule. Newsletter #3 will be prepared mid-point between #4 and #2
(Preferred Plan), to report on progress with the various planning documents.
B. Finul E;CJ Meeting. Tl~is will be a short eelebralory meeling, where he1:1ring drolb or till or
tl~e doeuments will ee a¥ailoble for i-::C3 revitw,. This meeting emlla al:io be noLieea tt'.i a
Plim1~ing Com1nission meeling. so Commissioners h1we on 0191~or1unil) to be briel'ea un lht·
salient eomf!onents nf the 1,1arious El11etHr1ems, a:; the process move!, into hearings. A
eomn~1mity open lrnw;e (see sub t11sk befow) will folio,.., the meeting.
G:--.!1.._Conduct Community Open House. Following a short presentation (immeElio1d)·
followi 11g the EC3 meeting, in the some room) that provides an overview and hearing dates, a
community "open house" will be held, where copies of all documents will be available for
community review, and community members will be invited to ask questions and offer
comments at stations.
D.C.-Adoption Hearings. Planning Commission and City Council must consider adoption of
the new General Plan, Zon ing Ord inance, LCP, master, specific, and area plan updates, and
certification of the Final EIR, in public hearings, following the public review period.
Presentation materials for the hearings will be prepared. It is suggested that the first of these
hearings be a joint meeting of the Planning Commission and the City Council. This work
program anticipates two Planning Commission and two City Council hearings will be held.
E.-!!:-_Coastal Commission Hearings. D&B will attend two Coastal Commission hearings on
the LCP, and attend one preparatory meeting with Coastal Commission staff.
F,-E. Adopted General Plan, Zoning Ordinance, LCP, and Master, Specific and Area
Plans. Adopted versions of these documents will be prepared, based on exact adopted map
and text changes.
{;.,-.E:_Final Data Transfer. D&B will provide the City final GIS shape fil es for drawings
prepared in GlS, compatible with City GIS specs, especially parcel-based zoning and General
Plan Land Use and LCP policy maps. Final adoption file versions will be transmitted to the
City via CD, containing PDFs appropriate for printing, web publication, and distribution by
CD copies, and all of the final fil es will also be provided in their original, editable form,
compatible with City software.
22
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
Hr--G. Web-enabled General Plan and Zoning Ordinance (optional). The General Plan, as
well as other documents, will be designed to provide easy navigation, in hardcopy, and
electronically on the Internet. A PDF document will be designed and prepared with text,
images, and graphics for both print and web use. The document will be fully indexed, and
searchable and hyperlinked through a table of contents and index of topics.
• Custom Mapping. A dynamic web-based mapping product wi ll be prepared through
ArcIMS, that allows users to create custom maps, by managing data layers and searching
addresses from any standard web browser.
• Web-Based General Plan and Zoning Ordinance. Fully HTML coded General Plan and
Zoning Ordinance, to enable these to be used in an accessible manner on the Internet will
be prepared. Hyperlinks between the tables of content and the documents will be
established. Map and policy links will be established, which would require collating
policies that apply to certain areas (such as open space protected areas) and linking these
to a map. We would need to comb through and collate all General Plan policies that have
a spatial attribute and link them back to the maps. With the Zoning Ordinance, the zon ing
text and map will be integrated . Search and tab capabilities will be included.
Meetings: EC3 (finetl mee!in!!;)
Community Open House on Hearing Drafts
Planning Commission Hearings (JJ)
City Council Hearings (JJ)
Meetings with Coastal Commission Staff
Coastal Commission Hearings (2)
Products: Newsletter 3 and 4
Adopted General Plan, LCP, Zoning Ordinance, and Associated Maps
Adopted Updated Master, Specific and Area Plans
Final GIS files
Web-enabled General Plan and Zoning Ordinance (optional)
23
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
5 Schedule
The schedule proposed for Phase 2 is presented in a flow chart below on the following page. Key
products and meetings are also shown. The project is proposed to be completed in two phases:
Citv Council adoption of the General Plan (including the Housing Element) and Local Coasrnl
Program (land use plan) is scheduled lo occur in March 2013. City Council adoption of the
Zoning Ordinance and Local Coastal Program (implementing plan) is scheduled to occur in
December 20 I J. ·wo propose a 26 month schedule leading to public re\1io-w-4:afts of all producb.
with an additional 2.5 moAths for 45 day public re~1iew of the Draft GIR. and preparation of the
Final lilR. Thus. ado13tion heuring~; eaA commence afler month 29: 1hb meuns that if the ,~rojeet
enmmen cet; August 20 I 0. the Finni EIR will be eompletud Januflt)' 2013, e1rnhling heurings lo
eomme1~oe hy Fehruury 2013. Assuming two to fmir monthr; of Plannin_!:! Commi~uinn, Cna!;tul
Commissic)A, ane Cit;· Council hearing!,. thiti reflresents a 30 to 32 month schedule leodiAg to
Etdoption of all doet1ments. The EC3 ·:; last meetin_i:!: •,mule he Oetohcr or Nm ember 2012.
V/hile the schedule eon be tightened. given the ·,olume of document:,. 11u1flher nf reYie•.., ing
hodic:.. aAd community outreach, a schedule that is rnore aggressi-.1e may not pro\·ide adequate
time for informed discussion. '>.'ith that stated. we believe this proposed schedule lialaAces time
ft:Ej-ltirements for thorough analysis and public input opporn1nitie.; with City needs for timely
project completion. and will enable l:::C3 to stay i1woh·ed, interested. and supportiw or lhe
w1rious components of the projeet. We can. however. modi f:,· 1he tiOhedule to meet Cit:, goals and
worl, around staff or dee is ion ffl0kcr time co nstraints.
See attached
24
Exhibit A 1 -Envision Carlsbad Phase 2: Work Program Amendment
1.~~~~\~~~;i•!1"•· .. ·--t ~.M'$NPMENTS't<$3§~l1Qt';Jf~;.B.U.~ge::r (Rage ,.63) I
6 Budget
The tables on the following pages explain the proposed budget in detail: Hours by Person by
Task, and Budget by Person by Task, for all finns. One item (web-enabled General Plan and
Zoning Ordinance) is shown as optional to enable the City to choose whether to include it.
We will complete the base proposed work program within a guaranteed maximum fee of
$1,395,3401,344.496.30. The optional task (web-enabled General Plan and Zoning Ordinanc~)
costs $47,140; with the optional task included, the total budget wou Id be
$1.4 ·12,11801,39 1.636.30. These fees include all personnel costs, subcontractors' costs, and direct
costs, and delivery of products identified in the work program . Subcontractors' costs and direct
costs will be billed with no administrative markup or handling fee. This budget assumes that the
City will be responsible for preparing multiple copies of reports (with the exception of the EIR,
for which 20 copies are specified), printing of newsletter, and mailing of the newsletter/survey to
the public. The following items should be noted for the budget:
• As explained in the scope and in the Staff Role text, updating of the master, specific, and
area plans will primarily be a staff responsibility. Our budget allocates only $23,310 for
consultant support on this task.
• The budget includes consultant team attendance at up to ~ll EC3 meetings; we believe
that the consultant Princi pal should attend all of these meetings to enable continuity.
• The scope and graphics show a total of +722 meetings and hearings of the Planning
Commission, Housing Commission, Coastal Commission, or City Council. We have
budgeted consultant attendance at IO of tl~e 17 16 meetings/hearings ( 14 Citv
meetings/heari ngs and 2 Coastal Commission hearings): si,< prior le hearings, RAd fou r
during the hearings phase. We assume staff will lead/attend the remaining 6 meetings.
Consultant attendance is budgeted at AAd any :_:additional meetings (as nccdedf-er
heariAgs up to the budgeted amount.
• The consultant team will attend up to -WLcommunity workshops/open houses, as wel l as
conduct zoning stakeholder interviews. A small allowance is also built in for
neighborhood outreach and meetings with other boards and commissions. If staff
conducts additional outreach, synthesized notes will be provided to the consulting team.
• A sune)' is iAolucled iA th i•; '.iO0fle, Three op1i01is ure prese,iled, eost.; for •Nhieli ,,,,oultl
ra1ige from ahm,t $15.000 to $25,000; for lhe sake of fllanning.--Ht~et ast;un}e;;
$20.000 for this lusl. ($15,000---for BW Resenrch und $5.000 for D&R).
• Gi,·en the comple~ work program wilh multiple eomponems, ii may he 1m1de1ll 10 budget
a ooAliAgeney (ahout fi~•o 10 te11 perceAt). whicli woultl l:le u:;ecl onl~· upon .;rnff
aurhori2utioA for addilicmal task:; nol iAeluded in the nAlieipntetJ 8cofle of Wnrk.
We are flexible with the budget and the scope, and will work with staff to meeting any budgetary
constraints the City may have.
See al/ached.
25
.3\
Envision Carlsbad Phase 2 Master Schedule
City of Carlsbad General Plan, LCP, and Zoning Ordinance Update
Tasks
1 Existing Conditions and
Issues Exploration
2 Plan and Policy
Alternatives
3 Preferred Plan
4 Draft General Plan
5 Housing Element
6 Draft LCP
7 Master Specific, and
Other Area Plans Update
8 Zoning Ordinance
Update
9 Environmental Review
10 Hearings and
Adoption
DYETT & BHATIA
Urban and Regional Planners
I Choices, Tradeoffs, and Key Decisions 11 Draft Products 11 Final Products
2011 2012 2013
Apr. May June July Aug. Sept. Oct. Nov. Dec. Jan. -Feb. Mar. Apr. May June July Aug. Sept. Oct. Nov. Dec. Jan. Feb. Mar. Apr. May June July Aug. Sept. Oct. Nov. Dec.
' '
: : ; : : : : : , • ' , : : : : : : ' ' '. , • 8 Preliminary Alternative Plans 19 Memo on Stucture and
• • ' : : ' : ' : : : : : • : : : ' : 1 ' : 9 F"iscal Model Organizational Options
I I I I I I I I I I I I I I I
I':-0 M h L ~ .,.. E D ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' ' 20 LCP A t t d 0 ti" i.;, , t: 1: 1 , : : : : ' , : : : , : ' : : ' ' , 10 Alternative Plans Report nno a e u me
, , : ; : : , : ! : : ; i 1 : : : : : : : : 11 Report on Community 21 LCP Land Use Plan
' ' : : : : ' : ' ' : : : : : : : : : : : ' Feedback Preferred Plan 22 LCP Implementation Plan : : •:-~ --:--+-: : I • ~:--+-----: --• I -t : , , , , , , , , • , , , , • • • , 12 GP/LCP/Zoning Integration 23 LCP for Coastal Commission
I' ·~: ' :0 ~: ~ : ' : : ' : : : : : : : structure ·24 u·p·d·~·t~d·s·p··~-~iii~/Area pj~~~···--··
• ••
I I I I I j t I I I I
. a 9 • 10 : ' : , , ' ' : , , ' 13 Preferred Plan and Key ·············•:····· ·····:····· ············· · ··· ·········· , , , . . Zoning Ordinance: , : : : • , : , : : : l : , : : : ; 1 ........ ~-~~-'-~!~.~~.'-~.~~~-· ...................... ......... 25 Summary of Issues from
_ __: , , , __: : . : , , , , __!_ , • , • , • ' 14 General Plan Outline Stakeholder Interviews
: : : ' ' : : ' : : : : : : : : : , : 15 Admin Draft General Plan 26 GP-Zoning Policy Matrix
; : '. i ; : i l?m-i •• G ~-~. : : : i , : : ~~ .. O.r~~~.e.~.er.a.1.P._I_~~······ ............. 27 Module 1
: : : , , : : , , : , , , , , , : , : , 17 Admm Draft Housing Element 28 Issues and Options Memo
-:-; ; :-, , , : : : -: ' ' : ' 1 : ' : ' ' 18 HCD Review Draft Housing 29 Annotated Outline
'. i : , i : : i : : I J.}..84 ~ ..Q.. ..Q. 841 r;;J j j j L--_E_lem_e_nt ____ ~ 30 Module 2
' I I I I 'vi' 'v' 'v 'v" D ' I I I • I
: : ' : : : : , , , , : : : : : 1 : : 31 Module 3
I J I I I I I I I I I t I I I
"' -.. 1 1 , , ~ , ~ , , :-~ 1 _. : ! : : , •-1 -! , 32 Admin Draft Zoning Ordinance
: ; ! : r Ifill ' ' ' ' ' ' El ' ,· I • G : : : ; ; ; ; i .~ .. ?.r.a.~.~~·~·i·n·g··?r.d.i~~".~.e... . ......... .
: : ,._~--.----.---r---,---,-~~-.--~-~--r---,---~~-~-::::;:::_-r-_Jl,---,-....1~-:i'--':::;::_~ : I ' : : : : EIR:
; ' : : ; : : ; , : , , ; : : : : : : : , : : 36 EIR Approach & Organization r ' 7 r r l -, I l 1 ·r l r-l T I ; : ; ~ : 37 Project & Alternatives : : : 89 E)o ~ ½,I r;;J r;;'1 Descriptions , ' ' , _ t:'.J l:J I~ 38 Issue Sections
I I j I I I I I l I I I I I l I I ~ I
1• : -:-----, :--~ , , : : , , -: -: ~ 1 ~ 1 ~ ' -: 1 ~-, 39 Admin DEIR
I I I I I I I I I I I I I I I I
: 1 , : : : 1 : : , j : : '
1
1 : : 40 Public Review DEIR
I I ' ' I I I I I ' '
: I I : : : : I : : : I : : 24 : : I -~~ ... ~.~~~••••••••• ••••••••••••••••••"••••"••••"•••• .. •
f I I ' I ' ' I I ' ~~ E ' '
I I I I I I I I --I , , : , , : , : : : , , , , : • 42-46 Adopted Documents
I I I I I I I I I I I I l I I I I I I
I I ! I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I I l I I l -, 'l l I I I I -, I I I" . I l f I
I I I I I I I t I I I I I I I I I I I
t I I I I I I I I I I I I I I I
t I I I I I I I 1---I I I I I I
8 • ~8 • o B ~•EJ ~GJ : : I I I I I I I I I I I I I I I I I I I I I I I I I t I I I I I I I I
I I I ! I I I I I I I I I I I I I I I I
..L 1 1 t 1. t • L. _ 1 ..• 1 I •• _,L__ _ •• L _ I ~ L I ________J_ t _I J J. J l 1 ...J. I J.. I .L I I I I I I I I I I I I I I I I I I I I I I I I I J I I I I
I I I I I I I I I I I I I I I I I I I I I I I I I I I
' ' ' ' ' ' ' ' ' ' ' r.:i ' ' li7-l ..Q.. r;i 't:1 1 m:41 ! i ! ' : i ! !
~ ~ "" l::J I~ : : : I I : : : 1--~-,.----r----,--~-,.----r--...... -,--~-,.-----.---r---,---,-~~--~--,-----,--~~=----~-...... -....... -~_;==~-..:.,..--,---.,.._.~~-......:~:::i I ( I I I I
I I t I I I I I I I I I I I I I I I I ( I t I I I
I I I I I I J I I I I I I I I I I I l I I I
I I I I f I 7 l I I I 1 -l T I I I I I + I I I I I
I J I I I ! I ( I I I I I I I I I I I I I I I
: : : : : ~ : ; ; : : ' • : ' ; : : ~ !r'8'! : ~ : ' r--=~' ' ~
I I I : : ~ I : ' : > : • : I I ~ :UilJ : I ~ l9JI I I~ ~
: 1 : : I I I I I : I : 1 : I : I : I 1---=q._,.=~-_...;:.:::_.J1 : : I 1
I I I I I I I l i I I I I I I
I I I t I I I I I I I t I I I I I I I I I I t I
I I I I I I I I I I I I I I I I I I I I I
D Consultant Effort •Product f(j Stakeholder Interview lillJ Comm unity Workshop/ • EC3 Meeting
Open House
(One additional workshop,
not shown on graphic)
• Planning Commission/
Housing Commission/
City Council/
Coastal Commission
\ Public Hearing • Staff Technical Advisory
Committee Meeting
~ Newsletter
Envision Carlsbad Phase 2 Task Summary, Public Participation, and Products
City of Carlsbad General Plan, LCP, and Zoning Ordinance Update
Summary:
Meetings:
EC3
Task 1
Existing Conditions and
Issues Exploration
Detailed research and
technical data gathering
co"esponding to the
subject matter addressed
by the vision core values
will be conducted and
assembled in the form of
working papers. Working
papers will be presented
and discussed during a
series of topic-specific EC3
working sessions.
Task2
Plan and Policy
Alternatives
Ideas regarding applying
the Vision to existing
conditions will be
translated into alternative
land use and transporta-
tion plans for consider-
ation and discussion by the
EC3 and the public.
•••••• ,. •• Working Papen Review Brainstorming
Task3
Preferred
Plan
A Preferred Plan will be
developed and refined in
collaboration with the
community and decision-
makers, including/our
community workshops.
Much of the focus of
choosing a Preferred Plan
will revolve around
satisfying the Vision core
values and achieving a
balanced mix of land uses
based on identified need.
Key po/ides will be defined.
Choices and tradeojfs will be
discussed regarding the
integration of the General
Plan, LCP, Zoning, and
Specific and Master Plans . • • Preferred Polley
Task 4
Draft General
Plan
The Prefe"ed Land Use
Plan and Key Policies will
be combined and
expanded into a Draft
General Plan. General
Plan chapters are likely to
closely correspond with the
Vision core values.
Task5
Housing
Element
In this task, the Carlsbad
Housing Element will be
updated in conjunction
with the update of the rest
of the General Plan, to
ensure information and
policies are fully integrated
and consistent.
Task6
Draft Local
Coastal Program
The Draft Local Coastal
Program (LCP) will be
prepared. Rather than
duplicating information,
the LCP will be designed
primarily as a tool for
navigating the General
Plan and the Zoning
Ordinance in order to find
all the necessary compo-
nents of the LCP.
onAltemativ9s Plan Review ..... 1 ..
Public
Decision
Makers1•2
Technical
Advisory3
Products:
1iI
Barrio
~~~~
rn
Worti11 Papers:
1 Sustainability
2 Local Economy, Business
Diversity, and Tourism
3 Open Space and the Natural
Environment. Access to
Recreation and Active, Healthy
Lifestyles
4 History, the Arts, Cultural
Resources, High Quality
Education, Community
Services
5 Walking, Biking, Public
Transportation, and Connectiv-
ity
& SmaA Town Feel, Beach
Community Character,
Connectedness, Neighborhood
Revitalization, Community
Design, Livability
7 Memo on Key Results of Barrio
Workshops
1iI lillil
Development Community I Workahopa --PC CC
~~
GGG
8 Preliminary Alternative Plans
9 Fiscal Model
10Alternative Plans Workbook
--PC CC
~
888
11 Report on Comunity
Feedback Preferred Plan
12 GP/LCP/Zoning Integration
Structure
13 Preferred Plan and Key
Goals/Policies
.............. ... .. I --PC PC
~~t~
888
14 General Plan Outline
15 Admin Draft General Plan
1& Draft General Plan
1iI
Stakeholder Workshop ---HC PC CC
88
17 Admin Draft Housing
Element
18 HCD Review Draft Housing
Element
~
88888
19 Memo on Structure and
Organizational Options
20 LCP Annotated Outline
21 LCP land Use Plan
22 LCP Implementation Plan
23 LCP to Coastal Commission
Task 7
Master Specific, and
Other Area Plans Update
In this task, existing
specific/area plans will be
evaluated for consistency
with the updated General
Plan, LCP, and Zoning
Ordinance. Based on this
evaluation, they will be
either amended to be
consistent with or consoli-
dated into the updated
General Plan, LCP, and
Zoning Ordinance, or
eliminated if unnecessary.
f(j
Task 8
Zoning Ordinance
Update
The Carlsbad Zoning
Ordinance (Title 21 of the
Municipal Code) will be
updated to reflect the new
General Plan, and ensure
consistency with current
practices and state and
federal law. It also includes
increasing the clarity and
integration of LCP
components of the Zoning
Ordinance, and developing
new tools for navigation of
the ordinance (including
web approaches).
f(j
Task9
Environmental
Review
A comprehensive program
Environmental Impact
Report (EIR) will be
prepared. The EIR will fulfill
CEQA requirements for the
updated General Plan, LCP,
Specific/Area Plan updates,
and Zoning Ordinance.
Impact assessment will be
conducted parallel to Plan
preparation so that
mitigation can be built-in to
the Plan as policies, rather
than added-on as "mitiga-
tion." We will use the most
current CEQA guidelines for
each issue area, including
global warming and GHGs.
~
Task 10
Hearings and
Adoption
Draft documents will be
taken through the hearing
process and undergo
certification (in the case of
the EIR) and adoption (for
planning and zoning
documents).
1iI Stakeholder
Meetings
Stakeholder
Interviews ·+···········
Scoping Open House
...... !.... • ·•··············· ······•·······
~
24 Updated Specific/Area
Plans
----PC PC PC PC ! l!!!!!!!a!
I ·· ~
8 1~1~18 8 8 8 8
25 Summary of Issues from
Stakeholder Interviews
26 GP-Zoning Matrix
27 Module 1
28 Issues and Options Memo
29 Annotated Outline
30 Module 2
31 Module 3
32 Ad min Draft Zoning
Ordinance
34 Draft Zoning Ordinance
34 Notice of Preparation I 42-46 Adopted Documents
35 Memo on Scoping
Comments
36 EIR Approach & Organiza-
tion
37 Draft EIR Project &
Alternatives Descriptions
38 Issues Sections
39 Admin DEIR
40 Public Review DEIR
41 FEIR
1 Additional meetings are budgeted, but are not shown on this graphic.
2 Consultant to attend 16 meetings only.
3 Consultant not present
Table of Contents . . ·~ -
1 Introduction ............................................................................................................... 3
2 Team and Roles ......................................................................................................... 4
2.1 Consultant Team and Roles ............................................................................................. .4
2.2 City Staff Role .................................................................................................................... 5
Interdepartmental Technical Advisory Committee (TAC) ....................................... : .......... 5 f
3 Community and Decision-Maker Involvement ........................................................ 6
3.1 Decision-Maker Roles and Meetings ................................................................................. 6
Envision Carlsbad Citizens' Committ~e (EC3) .................................................................. 6
City Council and Planning Commission ............................................................................. ?
Other Commissions, Boards, and Committees ............................................................... ;\.? . .
3.2 Community Meetings and Outreach .................................................................................. 7
Multifaceted Outreach ........................................................................................................ 8
Staff/Consultant Collaboration ............................................................. : ............................. 8
Community Workshops and Open Houses ............ , ........................................................... 8
Stakeholder Interviews and Agency Consultations ........................................................... 9
Neighborhood and Key Group Meetings ........................................................................... 9
Newsletters ................................................................................... : .................................... 9
Survey ........................................................................................................................... 10
Website ........................................................................................................................... 10
EIR Scoping Meeting ....................................................................................................... 1 O
3.3 Meetings Summary ....................................................................... _. .................................. 11
4 Scope of Work ......................................................................................................... 12
Task 1: Existing Conditions and Issues Exploration ...................................................... 15
Task 2: Plan and Policy Alternatives .............................................................................. 22
Task 3: Preferred Plan ................................................................................................... 25
Task 4: Draft General Plan ............................................................................................. 28
Task 5: Draft Housing Element ...................................................................................... 34
Task 6: Draft Local Coastal Program ............................................................................. 39
Task 7: Master, Specific, and Other Area Plans Update .............................................. .41
Task 8: Draft Zoning Ordinance Update ............................................... : ....................... .42
Task 9: Environmental Review ...................................................................................... .49
Task 10:Hearings and Adoption ...................................................................................... 57
5 Schedule .................................................................................................................. 59
Envision Carlsb~o Phase 2: Work Program
Approved.PY City Council July 27, 2010
6 Budget ................................ : ..................................................................................... 63
Appendix: Acronyms and Abbreviations .................................................................... 69
Figures and Tables
_ .Task Summary, Public Participation, and Products Graphic .......................................................... 13
Task 1 Working Papers Summary Graphic .................................................................................... 16
Master Schedule ............................................................................................................................. 61
Budget-Hours by Person by Task ................................................................................................ 65
Budget -Budget by Person by Task .............................................................................................. 67
\ \
2
1i i :,
..
. ·--. ·.-
Envision Carlsbad Phase 2: Work Program
Approved by City Council July 27, 2010
1 Introduction
In January 2010, the Carlsbad City Council adopted the Carlsbad Community Vision (Vision).
The Vision represents the community's most important values, priorities, and aspirations for
Carlsbad's future, and is the result of Envision Carlsbad Phase 1. Envision Carlsbad Phase 2 is
the next step toward implementing the Vision. Phase 2 is the focus of this Work Program, and as
. described below, consists of a comprehensive update of the Carlsbad General Plan, Local Coastal
· Program (LCP), and Zoning Ordinance. A primary objective of Phase 2 is to develop a General
Plan, LCP, and Zoning Ordinance that are innovative, based on sustainability, and are aligned
with the core values of the Vision described below:
Core Value
I Small Town Feel, Beach ! Community Character, and
Connectedness
' Open Space and the
Natural Environment
Access to Recreation and
Active, Healthy Lifestyles
The Local Economy,
; Business Diversity, and
. Tourism I t -______ _, ·-·· ---·
; Walking, Biking, Public
. Transportation, and
Connectivity
Sustainability
History, the Arts, and
Cultural Resources
Enhance Carlsbad's defining iittributes-its small town feel and beach ,
community character. Build on the city's culture of civic engagement,
volunteerism, and philanthropy. ·
I Prioritize protection and enhancement of open space and the natural
! environment. Support and protect Carlsbad's unique open space and
[. agdcult_ural_ her!tage. _ . . . _
i Promote active lifestyles and community health by furthering access to ! trails, parks, beaches, and other recreation opportunities.
! Strengthen the city's strong and diverse economy and its position as an
-
1 employment hub in North San Diego County. Promote business diversity,
increased specialty retail and dining opportunities, and Carlsbad's
tourism.
Increase travel options through enhanced walking, bicycling, and public
transportation systems. Enhance mobility through increased connectivity
! and intelligent transportation management. ; ..
: Build on the City's sustainability initiatives to emerge as a leader in green
; development and sustainability. Pursue public/private partnerships,
l particularly on sustainable water, energy, recycling, and foods.
: Emphasize the arts by promoting a multitude of events and productions
year-round, cutting-edge venues to host world-class performances, and
; celebrate Carlsbad's cultural heritage in dedicated facilities and programs.
, High Quality Education and
_: Community Services
I Support quality, comprehensive education and life-long learning I opportunities, provide housing and community services for a changing i population, and maintain a high standard for citywide public safety. !
Neighborhood
Revitalization, Community
Design, and Livability
Revitalize neighborhoods and enhance citywide community design and
livability. Promote a greater mix of uses citywide, more activities along the
coastline, and link density to public transportation. Revitalize the Village
as a community focal point and a unique and memorable center for i visit~rs, and rejuvenat~ the historic Barrio neighborhood.
3
f ; ' '
Envision Carlsba_d Phase 2: Work Program
Approved by City Council July 27, 201 O
'
2 Team and Roles
The team brings the experience and knowledge needed to accomplish Envision Carlsbad Phase 2.
2.1 Consultant Team and Roles
Consultant team and roles shall be as fol19ws:
• Dyett & Bhatia, Urban and Regional Planners (D&B) -Planning and Consultant
Project Management. D&B and City staff will work together to lead all aspects of the
preparation of the assignment. D&B will manage preparation of background research,
alternatives, as well as the General Plan (including the Housing Element). D&B will
review, coordinate, and edit work of the sub-consultants, and ensure that all work
products are seamlessly integrated. D&B will also have responsibility for the preparation
of the LCP and the Zoning Ordinance, and will manage and coordinate the
Environmental Impact Report (EIR).
• Dudek -Environmental Consultants. Dudek will take the lead on preparing the
background information on the environmental technical topics, including biological
resources, air quality, energy, climate change, hydrology and water quality,
hazards/hazardous materials, noise, and geology, soils, and mineral resources. Dudek wiil
also lead research and analysis for cultural and historic resources.
• Fehr & Peers (F&P) -Transportation Consultants.F&P will,-work on transportation
analysis and will develop a circulation system that is, green, clean, and integrated with
land use; balances needs of autos, public transportation, bikes, and pedestrians; is
consistent with desired neighborhood character; and addresses the community's
connectivity needs expressed in the Vision. F&P will also coordinate with SANDAG on
traffic modeling and align the transportation analysis with the most current McClellan-
Palomar Airport Land Use Compatibility Plan.
• Rosenow Spevacek Group, Inc. (RSG) -Economic and Fiscal Consultants.RSG will
provide the background working paper on economic opportunities that will include
.analysis of long-term land use demand, focusing on key land uses and opportunity sites;
prepare a fiscal model and evaluate impacts of land use alternatives on the City's General
Fund; and prepare the economic prosperity strategy for the General Plan that is consistent
with the economic objectives of the Vision.
• BW Research Partnership, Inc. (BWR) -Public Opinion Surveyors.BWR will
conduct a public opinion survey on land use and transportation alternatives developed for
the General Plan update.
In addition, our scope provides for the addition of a facilitator for focused involvement for
specific community workshops. Consultants and staff will work with input provided by the EC3;
final drafts of a number of work products that will be adopted/certified by the City Council
(General )'Ian, Local Coastal Program, EIR, and Master/Specific Area Plan amendments) will be
reviewed by the EC3, prior to review by the Planning Commission or City Council.
4
I I
I
2.2 City Staff Role
Envision Carlsbad Phase 2: Work Program
Approved by City Council July 27, 2010
The project will be a partnership between City staff, EC3, and the consultant team. The
complementary skills and knowledge of staff and planning consultants will result in a process that
is efficient and a General Plan, LCP and Zoning Ordinance that are effective. City staff will
provide baseline information on land use, development projects, public facilities, and other
resources. City staff will carefully review all work products, and provide unified direction to the
consultant. Staff will also coordinate with the EC3, City Council, and Planning Commission, as
well as other boards and commissions, arid take the lead in making presentations to these bodies.
: City staff will also have lead responsibility for preparing all master, specific, and area plan
amendments.
City staff will also lead community outreach (with consultant support as needed), including
managing EC3 meetings, maintaining liaison with neighborhood and other interest groups,
organizing community workshops and briefings, conducting stakeholder outreach, and
coordinating with surrounding jurisdictions.
INTERDEPARTMENTAL TECHNICAL ADVISORY COMMITTEE (TAC)
A staff Interdepartmental Technical Advisory Committee (TAC) will advise on the technical
aspects of the preparation of the General Plan, LCP, and Zoning Ordinance. Consultants will not
attend these meetings, unless requested to do so. TAC meetings will occur at several stages, as
indicated in the Scope of Work (Section 3 of this Work Program); additional meetings may be
incorporated as work progresses. While this work program does not specjfy which or how many
staff should be included on the TAC, its members should offer expertise in all facets of
community development, from recreation to safety, from economics to public works. The TAC
will thus work together cooperatively to provide the critical, realistic perspective of active users .
and enforcers of citywide plans, guidelines, and regulations.
5
.. :.•
Envision Carlsbad Phase 2: Work Program
Approved _by City· Council July 27, 201 O
3 9ommunity and Decision-Maker
Involvement
At the outset of the process, City staff will develop a Phase 2 Communications Plan that will
establish firmer dates for the various public/decision-maker participation activities, and more
clearly delineate consultant and City staff roles particularly in regard to distributed outreach
materials (mailings, web, etc). The anticipated public and decision-maker participation ai;;tivities · • If IF are illustrated in detail in the Task Summary graphic (page 13) and the Phase 2 Schedule graphic "
··(page 59), and are described throughout the text of Chapter 4: Scope of Work. Public and
decision-maker participation activities will be refined with EC3 input, and as the process moves
forward. A summary description of community participation activities is provided below.
3.1 Decision-Maker Roles and Meetings
ENVISION CARLSBAD CITIZENS' COMMITTEE (EC3)
The EC3 will continue to be a principal body that will shepherd the Phase 2 process. It will
provide leadership; review City staff and consultant research and technical analyses; and in
hands-on, interactive workshop-style meetings, provide direction on General Plan policies, and
guide development of alternatives and a Preferred Plan (for the General Plan). The EC3 will focus
on input, review, and "buy-in" to carry out the Vision, rather than deliberating in detail on precise
policy and program wording. EC3 members will also serve as conduits to their respective
constituencies, infonning them about the Phase 2 program and how the public can participate,
distributing workshop flyers and other infonnation about Phase 2, and encouraging participation
in the process.
The EC3's role will largely focus on development of the General Plan in alignment with the
Vision. The policies developed in the General Plan will guide development of the Local Coastal
Program and the Zoning Ordinance. The EC3 role in the Zoning Ordinance update consists of an
early workshop on zoning issues and options, while their role in the Local Coastal Program
update consists of a review of the administrative draft LCP before it goes to the public and the
Coastal Commission. The Planning Commission will generally serve as the sounding board for
more technical zoning issues.
The EC3 will meet an average of once a month, with the exception of holiday periods, although
the EC3 may meet twice in close sequence when the Preferred Plan is being compiled. The EC3
role will be complete when City Council has adopted the General Plan, Local Coastal Program,
and Zoning Ordinance. In the 29 months leading up to the Planning Commission and City
Council hearings, the EC3 will meet approximately 25 times-19 of these meetings are shown on
the graphic schedules (in chapters 4 and 5 of this Work Program), while the remaining six
provide flexibility for additional meetings as needed. To ensure that the project stays on schedule,
if the EC3 is unable to conclude a planned agenda for a meeting, additional meeting(s) may need
to be scheduled rather than waiting for the next regularly scheduled meeting.
6
,_-; ....
Envision Carlsbad Phase.2: Work Program
Approved by City Council July 27, 2010
CITY COUNCIL AND PLANNING COMMISSION
The City Council and the Planning Commission will be active participants and provide direction
at all key stages of the process. Rather than simply reviewing finished products, the work
sequence is structured such that as background research is completed, or as public input on
alternatives is gathered and synthesized, the City Council and/or the Planning Commission will
review this information and provide broad direction to the EC3 and the project team. Decision-
makers will also· be.involved in reviewing key policy proposals. Ultimately, public hearings will
be held for Commission recommendation and Council adoption of the General Plan, Local
Coastal Program, and Zoning Ordinance, and certification of the Environmental Impact Report.
It is anticipated that the City Council and the Planning Commission will meet about I 0-12 times
before the public hearings. The consultant will participate in six of these meetings, and there may
be additional periodic briefings by staff. One of these meetings will be a Housing Commission
meeting for the Housing Element. The Planning Commission will be directly involved in the
Zoning Ordinance update, reviewing key issues and proposals, and interim drafts which will be
provided to them in four or five sections. The Scope of Work also includes consultant attendance
at four public hearings for adoption of the documents; these four may be with Plannihg
Commission, City Council, and/or Coastal Commission. Overall, the consultant will attend ten
Commission/Council meetings/hearings; additional meetings/hearings will be attended by staff.
OTHER COMMISSIONS, BOARDS, AND COMMITTEES
Because the General Plan touches upon all aspects of City operations, other commissions, boards,
and committees will be involved in the process of preparing the Gene,ral Plan, Local Coastal
Program and Zoning Ordinance; particularly in regard to topics that are· closely related to their
roles-for example, the Historic Preservation and the Arts commissions will be involved in
development of the History, Arts, and Cultural Resources Element of the General Plan. City staff
will directly lead coordination with these commissions and boards; the consultant will be present
for a limited number of these meetings.
3.2 Community Meetings and Outreach
· The extensive community outreach that occurred during Envision Carlsbad Phase 1 established a finn foundation for moving forward with Phase 2. As a brief recap, Phase I outreach obtained
input from over 7,000 households by mail-in survey, over 265 community members by public
workshop, and 81 different organizations by stakeholder interview, organizations representing,
but not limited to, biotech, real estate, hospitality, manufacturing, lagoon preservation, libraries,
medical centers, and sports leagues. During Phase 2, the outreach program will keep these
contributors involved in the process, and seek input from those who have yet to become involved.
One of the primary objectives of outreach in Phase 2 will be to gain community input on the
alternatives for a Preferred Plan, such as desired land uses, mixes, and development intensities in
different parts of the city, and transportation priorities. Additional focused outreach will be
conducted specific to the Housing Element, Zoning Ordinance, and Environmental Review, in the
form of forums, workshops, or open houses. Finally, community members will be invited to all
public meetings and hearings.
7
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Envision Carlsb~~ Phase 2: Work Program
Approved _by City Council July 27, 20'.10
MULTIFACETED OUTREACH
The Phase 2 community outreach program will be multi-faceted, including community
workshops, open houses, stakeholder meetings, and neighborhood and key group meetings.
Additionally, a community survey on alternative plans will be prepared, and newsletters will be
prepared to keep the community infonned. The website will be actively maintained, and all
materials will be accessible through the web. Periodic emails will be sent to update community
members on Phase 2 progress. In addition, use of Facebook (such as an Envision. Carlsbad Fan
Club group) or other online public forum will be explored in lieu of or in addition to emails. Staff
will also consider whether it would be·· helpful to televise EC3 meetings or include them in
~ webcasts to provide more opportunity for community members to stay in touch with the process.
STAFF/CONSUL TANT COLLABORATION
We have proposed elements of a community participation program consistent with our
community outreach conducted for Phase 1, as well as our experience preparing General Plan
· updates, Zoning Ordinances, Housing Elements, and other similar documents for otl)_er
communities. To ensure cost effectiveness and to maintain and enhance staff-community
connections throughout the process, the outreach program will be directed by staff, with
consultant participation primarily at EC3 meetings, key Planning Commission/City Council
meetings, and major workshops and open houses.
COMMUNITY WORKSHOPS AND OPEN HOUSES
Although Task I will mostly consist of background technical work, in late 2010/early 2011 , prior
to the· completion of Working Paper #6, one or two workshops will be heid to gain specific input
on existing conditions and planning issues for the Barrio neighborhood (one workshop will
involve the consultant and is reflected in the scope; a second as necessary would be run by City
staff). Task 2 will kick off with one workshop for stakeholders from the development community
to give input on land use and policy direction feeding into the General Plan. In Task 3, General
Plan and policy alternatives (provided in an Alternatives Report prepared at the conclusion of
Task 2) will be brainstormed with the entire community in a round of four workshops that will
focus on the land use and policy options related to the Vision and to other important issues or
areas of significant change or controversy. The Alternatives report will be made available _to the
"\' ', :,. . . ~ J.,'(-,, ·t I'! r, \' . , \ ~1 '\ '-·· ~J ~-~
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Envision Carlsbad Phase 2: Work Program
Approved by City Council July 27, 2010
public online at least two weeks prior to the workshops so that the public can review it. This
feedback will inform preparation of the Preferred Plan (Task 3). In addition, a stakeholders'
session will be held at the outset of the Housing Element Update process, and an open house will
be held specifically for the element when it is completed. During Task I 0, public hearings on the
General Plan, Housing Element, LCP, and Zoning Ordinance will all be preceded by a single,
comprehensive open house coinciding with the last EC3 meeting, where information will be
arranged in "stations" (each focusing on a Vision core value, for example) where community
members can review material, query planners, and provide input. The budget assumes one
additional "floating" public workshop/open house will be needed, to be scheduled as additional
. community engagement needs are identified.
STAKEHOLDER INTERVIEWS AND AGENCY CONSULTATIONS
Phase 2 stakeholder interviews, agency consultation meetings, and stakeholder forums will begin
as early as October 2010, undertaken for Task 2/5 (housing and development communities), Task
6 (Draft LCP), Task 7 (Master, Specific, and Area Plans Update), and Task 8 (Zoning Ordin~ce
Update). An important aspect of the consultation process is to develop a comprehensive
consultation list that includes neighboring jurisdictions, regional agencies such as SANDAG and
the Airport Authority, state agencies such as Caltrans and the Coastal Commission, and inter-
j urisdictional groups such as school districts'. In addition, we will ensure that the requirements of
SB 18 are met by consulting with Native American tribes from the beginning of the process.
The consultant team will be involved in conducting the stakeholder workshops/meetings for the
development community/Housing Element and the Zoning Ordinance, and will also participate in
one face-to-face meeting with California Coastal Commission staff (not indicated on the
graphics). Other stakeholder outreach will be conducted by staff, including follow-up
consultation meetings with the Coastal Commission as necessary to ensure their active
involvement and productive input on the project.
NEIGHBORHOOD AND KEY GROUP MEETINGS
As the Draft General Plan is developed, meetings focused on specific topics may be held. These
may be in the form of meetings with key constituencies, or on specific policy topics. These
meetings may be held in conjunction with other forums to energize participants, such as Chamber
of Commerce meetings, other City commission meetings, Palomar Airport Advisory Committee
meetings, lagoon group meetings, the Carlsbad Village Association meetings, School District
meetings, Imagine Carlsbad meetings, etc. A table may be set up at the farmers' market, street
fairs, and other community events as another way to reach the public on their own ground.
Neighborhood Briefings/Key Group Meetings are not shown on the schedule graphic, but may be
added as the schedule and participation program are refined. These will primarily be staff-led
efforts, with consultant team participation defined by the effort shown on the budget.
NEWSLETTERS
Newsletters will be prepared periodically to keep community members apprised of the status of
the process, major milestones, emerging ideas, as well as to announce upcoming opportunities for
9
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Envision Carlsbc!d Phase 2: Work Program
Approved.by City Council July 27, 2010
participation. Examples of possible newsletter themes include announcement of the start of Phase
2, Alternative Plans (workshops announcement), Draft General Plan and Housing Element (Open
House announcement), Zoning Ordinance, and Environmental Review (EIR public hearing
announcement). The newsletter on alternatives could also include the survey. The newsletters will
be designed by the City communications office, using _content (text, drawings, map figures, etc.)
and design input provided by the D&B team.
SURVEY
A survey is assumed to be included in Phase 2 for the purposes of gathering broad community
.· feedback on potential land use and policy alternatives developed in Task 2, and to be refined in
Task 3. The Scope of Work provides several options_ for this effort.
WEBSITE
Similar to the website role in Phase I, in Phase 2 it will continue to serve as an engaging outreach
forum and repository of information, including technical reports and documents, outreach
materials (such as forum presentations and EC3 meeting presentations), and results of the surv:ey
and community workshops. The project e-mail list will be maintained and updated, and a
Facebook fan club and/or other interactive forums will be explored as a tool to broaden outreach.
The website will continue to be staff-maintained.
EIR SCOPING MEETING
A public scoping meeting on the EIR will be held (Task 9), and community members and
agencies will be able to provide comments on the Draft EIR during the public review period. This
meeting appears as the eighth scheduled community workshop/open house on the diagrams. A
Planning Commission meeting could also be held during public review to collect oral comments.
10
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3.3 Meetings Summary
Envision Carlsbad Phase 2: Work Program
Approved by City Council July 27, 2010
The table below summarizes the number and distribution of workshops/open houses, EC3
meetings, and Planning Commission/City Council meetings anticipated to be attended by Dyett
and Bhatia in this scope of work. Meetings that will occur during Phase 2, which are not indicated
in this table, include stakeholder interviews/meetings to be conducted in Tasks 7 and 8, Technical
Advisory Committee meetings, and other meetings not planned to be attended by Dyett and
Bhatia.
Workshops/ Open Houses EC3 Meetings I PCIHCICC Meetings/Hearings
Task 1
Task 2
. -. -__ I ---1 s l ! ... ! 1 1 3 -----------------------; 1
2 Task 3 I 4
Task 4 '
Task 5 2
Task 6 I
Task 7
Task 8
Task 9
Task 10
Subtotal Scheduled 10
Additional Floating -----· -------------··--r ·---Consultant Attending L_ 10
11
2
4
1 I 3 \ -----·------------r---------. --------------____ .,,_ ...
_________ _] ---------4 -----·------
1 ~---··••·• ·----·-
1 i 6
19 17
6
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Envision Carlsbc!9 Phase 2: Work Program
Approved.by City Council July 27, 2010
4 Scope of Work
The following describes the scope of work for Phase 2 of the Envision Carlsbad process. Key
meetings and products are also listed. The text and Task Summary graphic (next page) show the
relationship between key meetings (EC3, TAC, community, and decision-makers) and products.
In Chapter 4: Schedule, a schedule graph.i.c shows the anticipated timeline of tasks, products, and /( rf
meetings. The Scope of work and proposed products directly build on Phase 1 work efforts. ,,
The task-by-task descriptions that follow present the approach to data collection, alternatives
analysis, policy formulation and preparation of the documents. Each task description includes a
purpose statement at the beginning in italics.
Initials in parentheses following the sub-task heading identify the lead firm for each sub-task:
• D&B Dyett & Bhatia, Urban and Regional Planners
• Dudek Dudek, Environmental Consultants
• F&P Fehr & Peers, Transportation Consultants
• RSG Rosenow Spevacek Group, Inc., Economic and Fiscal Consultants
• BWR BW Research Partnership, Inc., Public Opinion Surveyors
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Envision Carlsbad Phase 2 Task Summary, Public Participation, and Products
City of Carlsbad Genernl Plan, LCP, and Zoning Ordinance Update
Summary:
Meetings:
ECJ'
Public
Decision
Makers'
Technical
AdviSO!Y,'
Products;
Task 1
Existing Conditions and
Issues Exploration
Task 2
Plan and Policy
Alternatives
~~~~
Task 3
Preferred
Plan
Task 4
Draft General
Plan
Task 5
Housing
Element
Task 6
Draft Lo<:al
Coastal Program
i!:•:,, ~, >• ,.'.-., ,., }),<_'l, ,,·, ••
1ht f?roft Local Coaslnl
prjg,•m (l:CP{~m i;.~,
prq,nml. Rather than ;,_
Task 7
Master. Specific, and
Other Area Plans Update
-In th!J t,uk. uis!int -'~
· I ,p&;fic/~n~ plans w;f/ I~
rwdut1tal for COit~tstmci ·
wi1th ~!h!;'up~~ttd Grntr~I
f l11t1, L<;P,' ~nd ?tming :··
,O.rdina~5,: ,Bf'-~-~n t~i-~-
:·.,.· ·6···:··• ...• -..~··~·j:}~• !~tuat,~n; ll,ey!v!II ~ ·
Plot1 11111I 11,, bnlng ':"' tithtr "1tttnded to bt ,
pn1;naric_e i~ order to ind cond.sitnl wit~ ~r .•,'..: -·
a11 ·1he ntiasary , , ;: .. -_ consolidattd. il1ro rhc
coniponcnlJ of tl,e J,CP. '· updated G~•~•I Plan, LCP.
:~•-• 1•·• , _·. ·,·) 1•1 dnd~;'ill1gOrdl11anct.'or
,:.j.
/; _,.
'tlimi11ttrcd i/_ IIIIIIUtsSQry, I.' ' . .,_}. ~ •;;1\ ~ .
•tt''
=·, r:.'.h{ ·1
N Upd11" SpccificfA,d
flans 'i:. -~·
:i:.-... ,,-, ..
N, :;:'°.\'~
··~/)/;./; t:.-:-
Task 8
Zoning Ordinance
Update
Task 9
Environmental
Review
Task 10
Hearings and
Adoption
-1:g !• ... A·,·V·•\i":th~:;,,•~ ,.
111e Oulsbad Zo,,int
Ordinance (T,tlc 21 0/1111:
M1mlclpdl Code) will~
ttpdotN lo rtfl«t the new
Gcncral PUm, and c,uuu
consutcncy with curn11I
praakes and'statc and
fuluul law. It also indudcs
incuasing the clarity and
lnttgratlon of LCP
components of the Zoning
Ordi11a1tct. and developing
ntw tools far ,un,ig11tion of
tl1e ordino11ct (induding
IWh app...,chts).
25 Sunvnary of ltsucs t,o,n
Sllhhokler loteMews
2' Moctult 1
21 GP-Zoning M1lliJ
21 tu~• 1nd Options Mu,o
Z9 Annotated Chlline
31 Mocl1M2
31 Module l
ll Adnwl O..h ZOIWl9
Onfinfnce
3l Drift Zoning OrdNnce
A comprrJ~nsiw progrom
Environmental lmpad .
R,pa,1 (EIR) will I,,
prq,ortd. Iht EIR will fvlfill
CEQA rcquircmcnls for the
vpdoltd Guotr•I Plan, LCP.
$.p<cific/,\rta Pia" vpJot<s,
am/ Z.0,1i11g Ordfoanu.
lmpa..""t asu-ssn,cnt wiU bt
condc,ct~ para/Id to PIM
preparation so 11,al
mitiga1io11 can be buUl-l11 lo
IJK Pfat1 OS po/ides. Till/'"
than add~d....,tt as
·mitigation.· Wt' will u.sc d,"
most cumnt CEQA
guuld;,,,, far ,,,,d, usu,
•mt. including globnl
._o0mtin1_ ond GI-IGs.
[m1
Scopln9
@
PC
l4 Notice of Prep111tioft
l5 M1rno on Scoping
Commenu
36 EIR Appro1th &
Organin tiof\
J1 Orah EIR Project &
AlttfMtivH Oe1crlp1ions
31 Issuer Sections
1' Ad'"in OEIR
40 l'llbk Review DUR
41 FEIR
Drn/1 ducume.nlS wilt ~
tab11 thro11gl1 lht: hearing
procds arid 1mdcrgo
urtifi<ation (in Ilic cut of
the £1 R) and adoption (for
planning and ::oni11g
documents). '
®
uni
Open House
@O@G®@
PC PC CC CC Coastal
42-4' Adopted Documents
t Silt addlCioMI ·r1o1unt· rnutings are ~g1t1d, but a,e nol .~·;,;;,.:=]ts grephtc:.
2 ConsulanC lo attend len mut,ngs ontrr,.
l ConsuJlant not Pflltnt. ,.-----
-=
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Envision Carlsbad Phase-2: Work Program
Approved by City Council July 27, 2010
TASK 1: EXISTING CONDITIONS AND ISSUES EXPLORATION
The . objective of this task will be to conduct an initial introductory meeting of City staff and all
team members, and obtain and compile focused information on existing conditions, issues, and
opportuniti.es in Carlsbad, structured on the Vision core values, and building on the opportunities
and constraints analysis initiated during Phase 1. Examples of issues and opportunities that may
be reviewed during this task include those associated with the Barrio area, Plaza Camino Real,
Quarry Creek, smart growth areas, the power plant, airport, housing, habitat protection,
business and economy, sustainability,· com.munity character, transportation, connectivity,
·. recreation, leveraging coastal assets, etc.
This analysis will be presented as a series of working papers. The working papers will be
organized according to Vision core values, such that the nine core values will be covered in a
series of six working papers, discussed with the EC3 over the course of four meetings (one paper
each at two meetings and two papers each at the remaining two; see graphic below).
\ . \ The working papers will summarize existing conditions in Carlsbad with regard to a wide range
of subject matter affecting physical development, including land use and population distribution
and growth trends; economy and employment; · community character; urban design;
transportation systems; parks and open space; historic, arts, and cultural resources; community
services; natural resources; sustainability; and safety considerations. The working papers are
meant to provide background information to help EC3 and decision-makers engage in dialogue
about policy issues and directions. The information collected will form the existing conditions for
the General Plan Update and provide a framework for the preparation .of land use alternatives
and focused policy directives (Task 2) that align with the Vision. For several topics, this
background assessment will contribute to the "setting" for the Environmental Impact Report in
Task 9, although the EIR may contain more detail than may be compiled at this stage.
These working papers will draw upon recent studies and existing environmental assessments,
while for some topics new information will be compiled. Working papers will provide discussion
of the local, state, and federal legislative and judicial landscape relevant to each of the core
values. This would include (but not be limited to) subjects such as climate change and greenhouse
gas reduction mandates (SB375 and AB32), environmental protections (CESA, FESA, Coastal
Act, Clean Air Act, Clean Water Act), telecommunications, airports (ALUCP), energy (power
plant), water reuse and conservation, and more.
A fifth EC3 meeting and one or two community workshops during this task will focus on the
Barrio neighborhood, and will be timed in order to provide input into the working paper on
neighborhood revitalization, community design, and livability (Working Paper #6).
15
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Envision Carlsba_d Phase 2: Work Program
Approved .PY City Council July 27, 2010
Vision Core Value Working Paper
·walldng; Biking, Publk iranspo-rtatibn} .;;;ci_'c,;-~ne~iivii/:1,.. ------111 • .¼.~.-~'· ·•·;,,:;-•-_,•.',:1 .... ,'•.··· -. ·,.,..; ::_:._ ~ ~--.· . · ....
Small Town Feel, Beach Community Character,
and _Connectedpess · ·
! Neighborhood Revitalization, Community Design, l and Livability L _________ _
EC3 Meeting
;\
Each working paper will be concise, visually rich, and clearly written ;o that it can be easily
understood by the public, relevant committees, and elected officials. Each paper will be a stand-
alone document, though D&B will prepare a simple, common style template for all the papers to
follow. A series of computer-based maps will be prepared and included with the working papers
to spur discussion. For each core value or group of core values, working papers will present:
• Background data and information on Carlsbad tod_ay;
• · Analysis of existing conditions as either obstacles or facilitators of Vision core values;
and
• Key issues and implications that require policy deliberation. These will provide a
structure for EC3 discussion.
City Staff Role: City staff will actively participate in preparing and presenting the working
pap~rs. For each working paper, consultant team members will consult with responsible City staff
members in addition to those in Community and Economic Development (such as those dealing
with parks and open space, transportation, and public facilities) to gather data, and identify and
explore key issues. City staff members will be involved in providing information to consultants,
reviewing products, participating side-by-side with consulting team members in making or
leading presentations to EC3, and presenting and reviewing the papers with commissions s.uch as
Parks and Recreation. It should be noted that the working papers are interim documents meant to
stimulate thought and discussion, rather than to be adopted or endorsed. This work program does
16
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Envision Carlsbad Phase-2: Work Program
Approved by City Council July 27, 201 O
not include rounds of revision for working papers, but rather, the input from EC3 regarding each
working paper will be channeled directly into later work program tasks (such as drafting plan and
policy alternatives).
A. Kick-off Meeting with City Staff (D&B, Team). Because several team-members will be
new to the project, an initial meeting of consulting team and team members from staff wiJJ be
held to review work to date, key issues, and aspirations for the project. At these meetings, any
new data sources will be identified, roles and responsibilities will be clarified,
communication protocols will be established, and work program clarifications will be
discussed. · ·
City staff will also provide the team with an overview of existing plans and programs,
pipeline development, major opportunities, and issues. Additional information wiJJ be
assembled, including water, sewer, transportation and other facility.plans, existing land use,
and details on the status of proposed and approved development projects, and sources of
information on evolving local, state, and federal mandates. All new team members will be
provided copies of products from Phase l, as well as detailed stakeholder meeting notes
pertinent to their roles. '
B. Prepare Working Papers (D&B, Team). Working papers will be as follows:
• WP #1: Sustainability (D&B, Dudek). D&B will lead preparation of the Sustainability
Working Paper, which will provide: a discussion about defining sustainability in a way
that is meaningful for Carlsbad; a summary of sustainability priorities expressed in the
Vision (e.g. energy, food, water, etc.); a review of current city and county activities and
programs related to sustainability ( e.g. current regulations, programs, funding streams,
business incentives, government investments, planning efforts and documents, etc.); a
review of existing statewide legislative context for sustainability efforts; and a
comparison of the Community Vision statement and direction with existing efforts to
highlight opportunities for future activities. Dudek wiJJ summarize the greenhouse gases
and climate change context, existing city inventory resources and efforts, and
opportunities for achieving progress toward statewide AB 32 and SB 375 goals.
• WP #2: Local Economy, Business Diversity, and Tourism (RSG).RSG will assemble,
organize, and concisely summarize historic demographics, economic, and real estate
market information about the city, and prepare future projections by land use based on
reasonably foreseeable trends. These data will include information from the US Census,
the City-level details in SANDAG projections, as well as secondary data sources. A
resource for this paper may be the City's Sales Tax Leakage Report, which is updated
quarterly; it identifies where the city is losing sales tax in comparison to neighboring
cities, on a per capita basis. This will be a high level market analysis: it wiJJ represent a
critical examination of future demand for land uses, designed to answer specific policy
questions that have land use planning and fiscal implications for the City. This may
include: likely future demand for retail by type; future projections for industrial/business
park uses (which form a substantial portion of the City's employment core); demand for
office and hotel uses; as well as feasibility of various land uses and mixes for key infill
opportunity sites. For residential uses, information on housing projections by SANDAG
will be presented. An additional area of emphasis will be on understanding housing
17
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Envision Carlsb<id Phase 2: Work Program
Approved.by City Council July 27, 2010
demand by different product types (single family vs. multifamily) and cost, resulting
from aging population, changing household composition and income levels, as well as the
City's desire for infill development and increased population in key areas, such as the
Village. For retail uses, this analysis will recognize the community's desire for increased
access to neighborhood retail uses as expressed in the Vision, in additional to long-range
fiscal considerations. It should be noted that this working paper will deal with quantities
of jobs and housing units; the resulting land use needs may differ based on policy
decisions relating to extent of land uses and development intensities, which will be
explored as part of the land use alternatives (Task 2). The topic of economic
sustainability will also be mentioned as one of the "three E's of sustainability" in WP #1
(environment, economy, equity) and fiscal sustainability for the City will be explored as
part of the fiscal model effort (Task 2).
• WP #3: Open Space and the Natural Environment; Access to Recreation and Active,
Healthy Lifestyles (Dudek, D&B). This working paper will reflect two core values-
Open Space and the Natural Environment; and Access to Recreation and Active, Healthy
Lifestyles. Carlsbad has a wealth of natural resources that are an integral part of the citr.'s
character and quality of life. A comprehensive understanding of the locations and extent
of these resources, their local and regional importance, and potential threats to them is
essential to development of land use planning decisions, and policies for their protection.
Similarly, open space and natural resources, and their management, is integral to
residents' ability to achieve active, healthy lifestyles. This working paper will build on
the materials gathered by D&B during Phase 1 to describe existing natural and
recreational resources in the city and policy implications that should be discussed by the
EC3 in preparation for developing land use and policy alternativ~s for the General Plan.
Important resources for this working paper include the Habitat Management Plan (HMP)
and stormwater management staff.
• WP #4: History, the Arts, and Cultural Resources; High Quality Education and
Community Services (Dudek, D&B). D&B and Dudek will partner on this working
paper, with Dudek spearheading the material on history, the arts, and cultural resources,
and D&B leading the research effort to summarize existing community and educational
services. Locations of historic structures will be shown on maps, while archaeological
resources or sacred sites protected by law may not be shown on maps, but described.
Schools and higher educational services will be summarized, and existing plans and
projections reviewed. This working paper will provide an opportunity to suggest ways in
which cultural/arts/library/education services may be better integrated in the land use and
social fabric of the entire Carlsbad community, capitalizing on synergies with the retail
sector as well as mixed-use development. ·
• WP #5: Walking, Biking, Public Transportation, and Connectivity (F &P). This working
paper will analyze the opportunities and constraints (both physical and regulatory) of the
existing transportation facilities, with a focus on multimodal accessiqility, connectivity
and "smart growth" concepts. Key issues and implications that require policy deliberation
in the future will be highlighted. Components will include:
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Envision Carlsbad Phase 2: Work Program
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Literature Review. F &P will review information obtained from previous studies; at a
minimum, this will include: specific plans; SANDAG's 2050 Regional Transportation
Plan; recent traffic count data, traffic studies, and E!Rs; existing traffic analysis zones
(that are part of the SANDAG model); aerial photographs and base maps; street
improvement design standards and existing design documents, neighborhood traffic-
calming policies; local and regional transit maps and routes; SANDAG Regional Bicycle
Master Plan; City's Pedestrian and Bicycle master plans; Capital Improvement Program;
major development projects; the McClellan-Palomar Airport Land Use Compatibility
Plan; regionally significant projects; local, regional, state and federal programs, policies, f' I
and requirements; and planning studies, engineering studies, and other available ,
information relevant to current and future multi-modal circulation.
Data Collection. For the purposes of this analysis, F &P has budgeted to conduct daily
counts on up to 30 roadway segments, but would not duplicate the efforts of the city's
existing annual traffic monitoring program. F&P will inventory, review, and/or obtain
information on the following: existing functional classification and posted speed limits of
City streets; accident statistics over past three years; pertinent traffic and travel
information available from the City, SANDAG, and Caltrans; existing transit servi~es
and facilities; existing bicycle facilities; existing pedestrian and/or trail facilities
(including sidewalks); existing aviation facilities; existing goods movement facilities,
including rail.
Opportunities and Constraints Assessment. An assessment of the existing infrastructure
and related operations associated with the various modes of transportations serving the
city will be undertaken.
-Pedestrian Facilities. F&P will incorporate findings from the'City's Pedestrian
Master Plan, and review inventory and assessments to identify deficiencies and
pedestrian needs. F&P will utilize a combination of field review, community input,
meetings with local organizations, analysis of collision data, review of traffic
volumes/flows, and a review of available aerial and other maps. Other information to
be collected and evaluated includes: safety (presence and quality of pedestrian
crossings); accessibility (missing curb rarnps, sidewalk gaps, sidewalk obstructions;
would use findings from ADA analysis currently underway and augment as
appropriate); connectivity (between origins and destinations); walkability (field
reviews and public input).
-Bicycle Facilities. F&P will incorporate findings from the City's Bicycle Master
Plan. F &P will conduct field inventories and review currently available GIS data to
assemble information on current bicycle facility conditions in terms of unmet needs,
safety, connectivity, and convenience. Additional information will be collected from
various sources, such as bicycle accident data, traffic volumes, land use,
demographics, and bicycle counts.
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Transit Facilities. Data for existing transit ridership will be obtained from SANDAG
and NCTD, and summarized in tables, and figures as appropriate. A bus stop
inventory will be conducted, with the information summarized in tables and figures.
Information on stop amenities, nearby land uses, location nearside or farside of the
intersection, etc. will be provided. Deficiencies will be identified and documented in
text, tables and figures. F&P will also review current linkages between transit
services and land uses to identify level of interaction, deficiencies, an<;! opportunities.
F&P will assess the surrounding neighborhood and define the character of the area
near key transit stops. This approach will identify smart development that is
pedestrian friendly and promotes transit ridership. F&P will depict current
transportation infrastructure, transit services, streetscape features and existing
buildings and parking areas within ¼ mile radius around Coaster stops.
-McClellan Palomar Airport. The working paper will briefly discuss the airport as a
transportation facility, its impacts on the overall city transportation network, and will
highlight issues and options for enhancing connection to the airport.
-Smart Growth Areas. SANDAG-identified Smart Growth Areas within Carlsbad will
be identified and their pedestrian, bicycle, and public transportation needs called out
specifically within the working paper.
Traffic Circulation. Daily roadway level of service and capacity analyses will be
conducted for all classified circulation roadway segments identified in the current
General Plan, including differentiating traffic into and out of Carlsbad. The overall
connectivity of the roadway system will be assessed, and unfinished roadway
segments (such as Cannon Reach A and Marron Road ECR to College Blvd) will be
identified, along with the system's compatibility with adjacent"land uses. Points of
access will be assessed, especially in regard to access to regional freeway facilities.
• WP #6: Small Town Feel, Beach Community Character, and Connectedness;
Neighborhood Revitalization, Community Design, and Livability (D&B). This working
paper will reflect two core values-Small Town Feel, Beach Community Character, and
Connectedness; and Neighborhood Revitalization, Community Design, and Livability.
Building on the community visioning process, the core elements of Carlsbad's identity
and character, and land use and urban/community design issues related to their
conservation and enhancement will be identified. The three major areas of analysis will
include:
Land Use. The land use work will build on the work initiated for the Opportunities and
Challenges Report. Focused windshield surveys will be conducted of key areas to verify
land use data accuracy. A complete land use data layer will be prepared, which will serve
as the basis for land use analysis, and alternatives.
Urban Design, Intensity, Mix, and Prototypical Analysis. This analysis will be conducted
at two scales: citywide, and neighborhood/district. This analysis will be based directly on
Carlsbad's context -such as use patterns, building/street relationships, and streetscapes.
The following will be the scales of analysis:
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Citywide Scale. Carlsbad's community form and design characteristics will be
documented. This will include a description of the city's overall urban form (districts,
corridors, landmarks and focal points, landforms, and so forth) and key form-giving
components. Elements will be depicted on the base map, described, and illustrated by
photographs and drawings. The relationship between small town feel and "Smart
Growth" will be explored.
District/Neighborhood Scale. The analysis will focus on answering questions related
to building intensity and use mixes, and community and neighborhood character, in a /. ,
prototypical manner (such as·neighborhoods, employment districts, etc.) The role of i ·
and potential locations for new neighborhood/community gathering places will be
explored.
Neighborhood Revitalization/Focus Areas. This analysis will determine Focus Areas-
key revitalization areas, where change/intensification could be expected or should be
explored as part of the General Plan update process, based on a variety of criteria,
including field survey, and GIS-based intensity/valuation analysis. The consultant te~m
will also work with staff to identify any other existing uses that may be replaced ;or
intensified due to their economic obsolescence, physical deterioration, or incompatibility
with adjacent uses. A greater level of detail will be explored for the Barrio neighborhood,
in terms of land use intensities, design standards, as well as implementation of relevant
portions of Housing Element Program 2.1. One or two community workshops and an
EC3 meeting will be dedicated to the Barrio neighborhood (see subtask C, below).
C. Barrio Neighborhood Workshops. (D&B; Staff) In preparation of Working Paper #6, staff
and consultants will engage the Barrio neighborhood in focused outreach to identify major
planning challenges facing the neighborhood. This will occur in the form of one or two
neighborhood workshops. Key results of the workshop(s) will be compiled in memo form for
review and discussion, and will be presented at an EC3 meeting focused on the Barrio
neighborhood.
D. Review and Brainstorm Working Papers Assessment with EC3 and Other
Commissions. The six working papers will be reviewed in four meetings of the EC3. The
EC3 will brainstorm about conclusions and findings, in terms of how these may shape
potential alternatives or policies, rather than critique the papers. A substantial amount of time
will be reserved at each meeting for EC3 discussion and feedback; the "world cafe" format
(small group discussion) may be used for the brainstorming Component, rather than a staff~ or
consultant-directed meeting. While the primary review and brainstorming group for the
working papers will be the EC3, some papers will be appropriate for review and discussion
by commissions and boards (such as Parks and Recreation Commission, Historic Preservation
Commission). Importantly, these working papers are discussion tools rather than final
documents. No time is budgeted at this stage for text or layout revision and refinement
following discussions by EC3 or commissions.
E. Technical Advisory Committee Meetings. It is anticipated that the TAC will meet at least
four times to review the working papers before they are finalized.
Meetings: Barrio Neighborhood Community Workshops (one with consultants; a second staff-
led, if necessary)
EC3 Meetings (4)
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Boards and Commissions (staff led)
TAC Meetings (4; no consultant participation)
Products: WP #1: Sustainability
WP #2: Local Economy, Business Diversity, and Tourism
WP #3: Open Space and the Natural Environment; Access to Recreation and Active,
Healthy Lifestyles
WP #4: History, the Arts, and Cultural Resources; High Quality Education and
Community Services r I
WP #5: Walking, Biking, Public Transportation, and Connectivity •
WP #6: Sma/1 Town Feel, Beach Community Character, and Connectedness;
Neighborhood Revitalization, Community Design, and Livability
Memo on Key Results of Barrio Neighborhood Workshop
TASK 2: PLAN AND POLICY ALTERNATIVES
' . ' The objective of this task will be to translate the conclusions.from Task 1, as well as results of the
community outreach from Phase 1, into alternative land use and circulation patterns. Decision-
makers and EC3 members will be the drivers for shaping the alternatives, and provide direction
to the planning team by engaging in hands-on workshops.
This task wi/1 be conducted in two parts:
• Plan Formulation. Building on the identified issues, and oppor1¥nities and constraints,
approximately three "sketch plans" i//ustrating alternative land use patterns, with
supporting circulation system, for the Planning Area will be formulated (it may be more
or less depending on need, but this work program assumes three). Even if the actual
street pattern does not vary among alternatives, different land use patterns may generate
different transportation use patterns.
• Plan Evaluation. An evaluation of the alternative sketch plans will be conducted, so
informed decisions can be made. A key component of this task will be assembiing a set of
performance measures to evaluate the alternatives. The attempt will be to translate each
of the core values into one or more metrics, recognizing that some of the values (such as ·
neighborhood character) may lend themselves to qualitative rather than quantitative
evaluation.
City Staff Role: City staff will be involved in all steps of this task, including brainstorming,
review and presentation.
A. Workshop with the Development Community (Staff; D&B). A workshop will be held
with the development community to ensure that a broad range of perspectives is taken into
account in the composition of potential land use alternatives. Major land owners, business
owners, and other development stakeholders will be invited to attend, building on the
outreach conducted in Phase 1.
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B. Conduct Planning Commission/City Council Joint Workshop to Brainstorm on
Alternatives (Staff; D&B). At this meeting, a summary of the working papers assessment
will be provided, with the bulk of the time reserved for decision-maker brainstorming on the
alternatives. The goal will be to have decision-makers engage in a dialogue about the
possibilities for development and redevelopment, so that these ideas can be captured in the
alternatives.
C. Conduct EC3 Workshop on Defining Alternative Plans (Staff; D&B). Decision-maker
input will be reviewed, and a "world cafe" style workshop will be held with the EC3
members to brainstorm about defining the alternatives, as well as performance measures that
will be used for their evaluation.
D. Define Preliminary Alternative Plans (D&B). Decision-maker and EC3 brainstorming
input will provide a foundation for the land use/transportation alternatives. A series of
alternative land use maps will be prepared. Alternatives could be structured around "themes,"
such as "core focus" or "distributed development." Items that have been conclusively
identified as critical to the community-such as open space-may be emphasized in all oft.he
alternatives, but the manner in which this is carried out may vary.
The alternatives will be sufficiently developed to show the community and decision-makers
clear choices among major land use options. Alternatives will incorporate urban design
concepts and will explore land use arrangements, mixes, locations of centers and activities to
support neighborhood revitalization, promote livability, enhance sustainability, and help
achieve the core values. To the extent possible, alternatives information will be presented in
the form of maps, tables, and charts.
E. TAC Meeting. The TAC will meet to review the preliminary 'Alternative Plans, and
following which any needed revisions will be made before EC3 review.
F. Review Preliminary Plans with EC3 (Staff; D&B). The preliminary Alternative Plans will
be reviewed twice with EC3 in a workshop-like setting; the first meeting will look at the
complete alternatives comprehensively, while the second meeting will focus on the Barrio
neighborhood more specifically.
G. Evaluate Alternative Plans. Impacts of the plans will be quantified. Relative merits and
disadvantages of the alternatives will be assessed, based on how well they reflect the core
values of the Vision. For each core value, performance criteria will be selected from readily
available and accepted sources, recognizing that not all core values lend themselves to
objective assessment. However, quantitative measures related to several topics-
transportation, land use, population, housing, employment, greenhouse gases, environmental,
and fiscal-will be compiled and presented to enable informed discussion and decision-
making. The emphasis of the evaluation will be on succinct, understandable information, with
use of tables and charts, rather than large volumes of technical analysis and text. Evaluation
topics will include:
• Land Use, Population, and Employment (D&BJ.Comparative impacts -in terms of
population, housing, and jobs, and compliance with Growth Management Proposition E
will be prepared for presentation in narrative and tabular form.
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• Transportation (F &P). Traffic forecasts will be prepared for the alternative land use
scenarios. Trip generation estimates will be prepared for the land use growth anticipated
under the alternative land use scenarios. Future trips will be distributed and assigned to
the street system. Citywide transportation measures such as vehicle miles traveled, hours
of delay, and numbers of trips generated will be calculated for each of the three
alternatives and will be used to assist in comparing and contrasting the effects of the
alternatives. Differences on impacts on pedestrian and bicycle movement will be
analyzed.
• Livability/Smart Growth (D&B, F &P support). Impacts of the alternatives will be
evaluated at a quantitative level (for traffic, walkability/access to stores and open space,
jobs/housing balance, etc.), and qualitatively where appropriate. These criteria will be
developed in conjunction with staff.
• Fiscal Model and Evaluation (RSG). Using the City's operating budget, the capital
improvement program(CIP), and the development impact fee program (it is anticipated
that the operating budget and CIP will be for the adopted 20 IO/I I budgets, and the
development impact fee program will be the most current), RSG will identify municipal
costs and revenue factors, and development impact fee rates, and use these factors, as
well as other information provided by the City, in preparing a long-range General Fund
fiscal impact model. The model will provide projections of department-level revenues
and expenditures over the time period of the General Plan under a base case (i.e.,
continuation of current trends) and a reasonable number of alternative scenarios. ·RSG
will then identify resulting municipal revenues, municipal service costs (public safety,
recreation, development services, and general government), and development impact fees
associated with each land use proposal. Once the model is orient~d with City of Carlsbad
specific factors, RSG will then test various land use alternatives based upon the land use
option proposals. In order to provide a comprehensive understanding of municipal
revenues and expenses, RSG will also input existing developed land use data provided by
D&B and establish baseline revenue and expenditure forecasts for those lands uses that
are not anticipated to change or to be significantly redeveloped, during the planning
period used in the General Plan update. RSG will consider presenting the fiscal analysis
results in a format similar to the annual I 0-year forecast for the General Fund, with which
the City Council is already familiar.
• Environmental (Dudek, D&B). Impacts of the alternatives on environmental resources
will be evaluated, including natural resource communities, quantification of greenhouse
gas emissions, and potential safety conflicts such as with airport land uses.
H. TAC Review of Draft Alternative Plans Report. The TAC will review the Alternative
Plans Report before public review.
I. Prepare Final Alternative Plans Report (D&B). The alternatives, their organizing
principles, as well as the evaluation, will be summarized in a working paper. Following staff
and TAC review of an administrative draft, the Alternatives Plan report for will be prepared,
which will be review by the public during Task 3.
Meetings: Development Stakeholders Workshop (])
City Council/Planning Commission Joint Workshop to Brainstorm on Alternatives
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TAC Meetings (2)
Products: Preliminary Alternative Plans
Fiscal Model
Workshop Materials on Alternatives
Alternative Plans Report
TASK 3: PREFERRED PLAN
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In this task, a Preferred Plan will be developed and refined in collaboration with the community
and decision-makers. Choices and tradeojfs will be discussed with the public during community
workshops. The selection qf a Preferred Plan will create a framework within which new policy
language can be developed for the General Plan. Much of the focus of choosing a Preferred Plan
will revolve around the Vision and other major issues identified such as economic sustainability
and growth, and achieving a self-sustaining mix of land uses. Additionally, framework conceilts
or key goals for the individual elements of the General Plan will be developed to provide a bridge
to detailed policy-making.
Staff Role: Much of the initial work on this task will be outreach to the community at large, as
well as organizations, to get feedback on the alternatives and direction for a Preferred Plan. This
outreach will largely be a staff-led effort, with consultant support on the four citywide community
workshops, as well as a community survey. The consultant team will summarize results of the
four community workshops and the community survey; staff will be responsible for correlating
this with feedback from other groups and organizations, and providing a unified direction on
Preferred Plan.
A. Prepare Newsletter on Planning Alternatives (D&B). This newsletter will summarize the
key alternatives being considered for the General Plan, and could be combined with the
survey. Opportunities for public input will also be included. The City will be responsible for
printing and mailing.
B. Citywide Workshop on Alternatives (D&B, Team). City staff and consultant team will
lead four community workshops (one in each zip code) to discuss and compare the alternative
plans. The format for the public workshop will be reviewed with City staff, but is likely to be
small groups focused on specific issues, who then present their findings and preferences to
others in an open forum. This format will also allow the EC3/decision-makers to gauge public
reaction before decisions are made. Community-specific issues can be addressed in targeted
discussions with area residents or with specific groups by City staff.
C. Barrio Neighborhood Workshop on Alternatives (Optional). If desired, a fifth workshop
will be held focused on getting feedback on alternatives for the Barrio neighborhood.
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D. Survey and Web-Based Feedback (BWR; D&B support). Along with the newsletter
(Subtask l.A above) a mail-in survey will be sent to obtain community feedback on
alternatives. In addition to the overall alternatives, the survey may ask community members
specific questions about individual components (such as parks) or about specific Focus Areas.
Web-based technology, such as an online survey, UserVoice voting, or other feedback tool-
will also be explored. The EC3 will have the opportunity to review and comment on the
survey tool prior to disttibution. Results of the survey will be coded and analyzed. Three
options for conducting this survey are presented below by BWR, with cost comparisons.
Option I: Representative Sampling
This option would provide a representative sampling of Carlsbad residents from an n=400
(+/-4.88% margin of error, given a 95% level of confidence) to n=800 (+/-3.44% margin of
error, given a 95% level of confidence) residents of Carlsbad. This sample would represent
the City's population by age, ethnicity, geographic distribution (zip code) and gender. This
could be done using phone and online surveys. If the survey requires visual cues, a sampling
of surveys can be mailed and/or emailed with phone follow-ups and recruitment. ,,
• Advantages: This approach is the most reliable in gathering a sample that accurately
reflects Carlsbad's resident population.
• Disadvantages: This approach will not give every resident the opportunity to provide
their feedback.
• Research Fee Estimate: n=400, $19,725; n=600, $23,825. This would include survey
design, pre-testing, all data collection costs, data analysis and a written report.
• Additional Costs: None
Option 2: Limited Census Approach
This option would begin with sending a postcard to every resident to complete an online
survey or call a 1-800 number to receive a mail version of the survey. After the initial wave
of completed surveys have been gathered, BWR would sample those residents that were
under-represented after the initial wave of completed surveys.
• Advantages: This approach provides all households with mailing addresses the
opportunity to participate in the survey, but most of the research resources are put
towards developing a representative sample that accurately reflects Carlsbad's entire
population.
• Disadvantages: This approach will take more time than Option I, extending out the time
allocated for community feedback on alternatives, unless oversampling of likely
underrepresented population groups (such as younger people) is done at the outset in
anticipation.
• Research Fee Estimate: n=600 (a minimum of 600, likely to be more based on online
participation) $21,895. This would include survey design, pre-testing, all data collection
costs, data analysis, and a written report.
• Additional Costs: Cost of mailing out a postcard to all residents.
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Option 3: Full Census Approach (Staff-Preferred Approach)
This option would be similar to the approach done in the first phase of Envision Carlsbad,
where the survey was mailed out to all households. A variation could be to send out first a
postcard to increase the number of online completes and then mail out surveys to all residents
who did not complete an online survey; however, this two-step process will add to the time.
• Advantages: This approach provides all households with mailing addresses the
opportunity to participate in the survey.
I, ' • Disadvantages: While the overall number of completed surveys will be highest under l
this approach, this. approach is typically less representative as different sub-populations
have different levels of participation. This process uses more resources (paper, total cosis,
including research fee and printing and postage; however, if done with a citywide
newsletter, then this will not be the case) and, if a two-step process (postcard, followed
by a mail survey) is used, takes more time than the other approaches.
• Research Fee Estimate: $12,500. This would include survey design, pre-testing, data
analysis, and a written report. Depending on· the length of the survey and the number'.of
open-ended questions, BWR would charge .75 cents to $1.50 for each mail survey that is
returned and processed.
• Additional Costs: Costs of mailing postcards and/or surveys to all residents (however, if
combined with newsletter on alternatives, additional cost will be minimal).
E. City Council/Planning Commission Briefing on Alternatives and Community Feedback
(D&B, Team). Decision-makers will be briefed on the altematiyes, their impacts, and
community reaction to them, so decision-makers can weigh in or provide specific direction to
the EC3 should they so desire. ·
F. EC3 Meeting on Defining Preferred Plan (D&B). Community feedback on the alternatives
and decision-maker briefing (subtask D) will be used as the basis for the Preferred Plan,
which will be defined in an interactive working session with the EC3. Much of the focus of
creating a Preferred Plan will revolve around implementing the Vision core values and
achieving a balanced mix of land uses based on identified need. All of the Focus Areas will
be systematically explored to make sure that in addition to buy-in into the big picture, there is
agreement on how this is carried out in individual areas. This discussion will also be used to
form key policies or "framework concepts" that will be translated into policies. The Preferred
Plan will consist of a land use/circulation diagram accompanied by a short description.
G. Prepare Policy and Framework Concepts (D&B, Team). Key goals or guiding policies
and "framework concepts"-short narrative text that will be later translated into goals and
policies-will be prepared in a memo format. These will synthesize information gathered to
date and assist EC3 members in bridging the gap between Preferred Plan and detailed policy
development.
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H. Prepare Memo on General Plan/Local Coastal Program/Zoning Integration Structure
(D&B). This memo will encapsulate organization of the General Plan, LCP, and Zoning
Ordinance, in particular related to the legal requirements of the LCP. Critically, this memo
will define how the California Coastal Commission will use the LCP, and how the
organization of all three documents will ensure that the California Coastal Commission is
clear about which parts of the planning documents fall under their purview. Initial outlines of
the documents will be included. ·
I. TAC Meeting. The TAC will meet to review the preliminary Preferred Plan and the memo
on documents structure and integration, following which any needed revisions will be made
before EC3 review.
J. Review and Refine Preferred Plan· and Key Goals with the EC3 (D&B; Team). The EC3
meeting (subtask E, above) will be used to prepare a Draft Preferred Plan. Development
resulting from this Preferred Plan will be quantified, and reviewed together with concepts and
key goals (from subtask F, above). It is likely that discussion of the Preferred Plan and the
key goals will be accomplished over two meetings. Overall structure of the documents
(General Plan, LCP, and Zoning Ordinance) will also be reviewed. -, '
K. Present Draft Preferred Plan and Key Goals/Guiding Policies to Decision Makers
(D&B). The Preferred Plan and the goals will be presented and reviewed with the Planning
Commission/City Council. Choices and tradeoffs may also be discussed regarding the
integration of the General Plan, LCP, Zoning, and existing specific and master plans. City
Council acceptance of the Preferred Plan will establish the basis for formulating detailed Plan
policies ..
L. Prepare Newsletter #2: Preferred Plan and Key Goals (City).
Meetings: Community workshops on alternatives (4)
EC3 Meetings on Preferred Plan and Key Policies (2)
City Council/Planning Commission (2)
TAC Meeting(])
Products: Newsletter #1: General Plan Alternatives
Workshop Materials
Community Survey, and Report on Community Survey Preferred Plan
Preferred Plan and Key Goals/Policies
Memo on GPILCP/Zoning Integration Structure
Newsletter #2: Preferred Plan
TASK 4: DRAFT GENERAL PLAN
[For Housing Element, please see Task 5.]
Decision-maker approval of a Preferred Plan and key goals will establish a strong foundation to
build detailed General Plan policies. Balancing attention between text policies, the land use plan.
and the land use classifications is critical to a successful General Plan. Dyett & Bhatia will strive
for brevity and clarity that enables all interested persons to easily see what commitments the City
is making, what it hopes to accomplish, and whether a proposed project is consistent with the
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Community Vision. We will include both "guiding policies" (or goals) and "implementing
policies," the latter forming a concrete, realistic, and feasible basis for implementing ordinances
or amendments to existing ordinances. Preparation of the Draft General Plan will be conducted
in parallel with the Draft EIR, so that any necessary mitigation can be folded into Plan policies
to ensure that the Plan is "self-mitigating. "
The Draft General Plan will be structured in such a way that the average citizen will find it
meaningful, usefal, and understandable. Chapters may correspond closely with the Vision core
values or sustainability principles (environment, economy, equity), rather than using traditional
. elements such as "land use" and "open space". In this case, compliance with State law
· requirements for elements would be shown in a matrix form. A traditional elements approach
could also be used; decision on the appropriate structure and the General Plan outline will be
made as the final products from Task 3 (overall structure of the various documents, and key
General Plan goals) are being developed. Regardless, the General Plan will be structured to
implement the Vision and will reflect requirements for the State-mandated seven elements (Land
Use, Transportation, Safety, Conservation, Open Space, Noise, and Housing (see Task 5).
Consideration will be given to the formulation of "optional" elements which are permittei'by
State law and which may help the Gen_eral Plan achieve the Vision. In the outline provided below
based on the Vision core values, already represented are examples of "optional" elements
related to economic development, sustainability, and cultural resources. While short background
material will be provided as needed to set the stage for each element, the General Plan will
largely consist of goals and actionable policies (along with maps, photographs and illustrations,
as appropriate), rather than lengthy text on existing conditions. As policies are developed, EC3
input will be sought.
City Staff Role: City staff will provide policy input and direction to the consultant team, and will
be involved in reviewing and providing direction as EC3 review meetings are held, and when the
full Draft General Plan is compiled. City staff will also act as a liaison with various commissions
and other groups, as necessary, as policies are developed.
A. Prepare Outline (D&B). A detailed outline for the General Plan (including a list of figures)
will be prepared and reviewed with City staff. Topics that will be covered in each chapter will
be identified, and a "mock-up" section will be prepared for staff approval.
B. Establish Plan Forecasts (D&B). Forecasts of land use and population changes that will
occur at General Plan horizon year (likely for horizon year 2035 or 2040) will be prepared.
C. Evaluate Transportation Improvements of Draft General Plan Land Uses (F&P). Using
the SANDAG travel demand model, F&P will use horizon year conditions traffic forecasts to
identify the roadway infrastructure needs to support future growth, while balancing needs of a
variety of modes.
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D. Prepare Administrative Draft General Plan (Consultant Team). Each element of the
General Plan will include background information, goals and implementing policies, and
monitoring and evaluation requirements. The implementing policies constitute the General
Plan Implementation Program; however, these policies may be consolidated into a· stand-
alone documenVmatrix for monitoring and evaluation purposes. For each element, meetings
with key figures from each department will be arranged as needed. A preliminary General
Plan structure, based on the Vision core values is described as follows (note: a different
General Plan structure may be chosen as discussed above).
• Small Town Feel, Beach Coinmunity Character, and Connectedness (including
Community Design). This element will serve to enhance Carlsbad's character, as well as
community engagement and connectedness. Drawings and illustrations will be prepared,
as appropriate, to illustrate concepts. This element will take into consideration:
-Overall city image, form, and identity (including role of mixed use);
-Integrating the beach and the community;
-Neighborhood connections;
-Design policies for key corridors, including streets and buildings;
-Enhancing social connectedness, including promoting a multi-generational
community;
-Promoting community engagement, connectedness, volunteerism, and philanthropy;
and
-Growth balance and management.
• Open Space and the Natural Environment. This element will be designed to protect and
enhance Carlsbad's unique resources, and will be closely coordinated with the EIR
impact analysis. Any identified mitigations will be folded in as Plan policies. It will also
be closely coordinated with health and safety issues (including hazardous materials,
noise, and air quality), and will address issues related to environmental quality, laying out
criteria for development and accepted tolerance so there is no confusion of what is
consistent with the General Plan and what is not. Topics to be addressed include:
-Open space categories (use by people v only preservation);
-Habitat and biological resources conservation;
Beaches, lagoons, and the ocean; drainage and erosion;
-Agricultural resources;
-Soils;
-Water quality, watershed management, wastewater, and water conservation;
Hazardous materials;
-Air quality;
-Greenhouse gases;
-Climate change; and
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Noise (including existing and future noise contours, airport noise impacts, and noise
standards).
• Access to Recreation and Active, Healthy Lifestyles, This element will be closely
coordinated with the first two elements, and as well as the Transportation and
Connectivity Element. Included will be:
•
-Park and recreation system (including beaches and lagoons);
-Trails and connections;
-Park design and programming (maximizing use; designing for local population and
for expected population age distribution; overall system balance); and
-Key policies and programs for system enhancements, including new parks and open
space locations, and accessibility improvements.
The Local Economy, Business Diversity, and Tourism. This element will provide the
policy framework to ensure Carlsbad's long-term fiscal vibrancy, and econoll')ic
sustainability, Based on the analysis of recognized business trends and available
resources, and the Economic Development Strategy, it will outline the City's economic
development objectives, ensuring that economic decision-making is integrated with other
aspects of the city's development. Topics will include:
-Business Retention. Supporting business attraction, expansion, retention, and
improvement, for existing and new economic clusters;
-Economic Diversity. Supporting a diverse economy, ranging from small businesses to
cutting-edge establishments;
-Retail Sector. Expanding the retail sector, and promoting shopping and dining
opportunities;
Tourism. Promoting tourism, and linking it with other aspects of the city's life; and
-Partnership. Supporting collaboration and partnerships with the business
community.
• Walking, Biking, P11blic Transportation, and Connectivity. This element will
encompass the full range of transportation modes, including evaluation of major
roadways and an assessment of transit, pedestrian and bicycle corridors, and even the
airport. Topics will include:
-Balanced/Multimoda/ Transportation System: Multimodal transportation levels of
service; Street classification system, reflecting multi-modal and urban design, rather
than simply automobile movement, considerations; Street improvements;
-Bicycle and Pedestrian Systems: Bicycle and pedestrian facility classification system,
including pedestrian priority areas (such as around schools or the Village); Proposed
bikeway and pedestrian system; Pedestrian access across the railroad tracks to the
beach;
-Automobile Circulation: Existing and planned operations; Signalization and signal
synchronization; Parking; and
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Public Transportation System: Proposed transit system and services, including
potential shuttles; priority transit service areas; pedestrian connections to public
transportation.
• Sustainability. Because sustainability will be an overarching theme of the entire General
Plan update, this element will not duplicate what is included in other elements but will
provide clear cross references to other portions of the Plan to show how each of the
"three E's"-Environment, Economy, and Equity-are addressed throughout the
document. For instance, economic sustainability will be covered in the Local Economy,
Business Diversity, and Tourism Element, with easy cross-references provided here. The
Sustainability Element may feature some specific topics that do not fit neatly within other
elements, or which deserve additional elaboration here. These topics may include:
-Public/private/non-profit partnerships and relationships;
-Watershed/supply management overall (conservation, recycling, and desalination);
-Energy and climate change, including green building and sustainable site planning,
promotion ofrenewable energy; , '
-Healthy and sustainable food systems; and
-Waste reduction and recycling.
• History, the Arts, and Cultural Resources. This element will Outline strategies to
celebrate Carlsbad's history, cultural heritage, and promote arts. Topics will include:
-Historic preservation, including existing/proposed historic resources, as well as
strategies to enhance preservation and/or adaptive reuse;
-Art and cultural facilities; Performance space; Libraries; Museums; and
-Partnerships for new events programming and other cultural activities.
• High Quality Education; Community Services and Safety. This element will provide the
structure for community services, including public safety, and partnerships with other
organizations involved in education. (Safety may be addressed in a separate element.)
Topics will include:
-Schools, higher education institutions, and learning centers;
-Community services (including nutrition, health, hospice);
-Housing needs of an aging population;
-Fire services;
-Police services; and
-Emergency management, including fire hazards, aircraft hazards, and geologic and
seismic hazards.
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• Neighborhood Revitalization and Livability. This element will provide direction for
rejuvenation of neighborhoods in the city's core, identify the location and intensity of
uses, and provide policies that would result in developments that are appropriate to the
character and setting. Proposition E Growth Management mandates will be
acknowledged, as well as implementation of current Housing Element programs. Topics
in the element may include:
Land use vision;
-Land use classifications; density/intensity standards (including land use map on the
city's parcel base);
Connection to the Housing Element;
-Neighborhood(s) connectivity;
-Population and job holding capacity; jobs/housing balance;
-Detailed policies for Barrio Neighborhood;
Policies for new mixed-use areas;
-Policies for other areas, such as residential neighborhoods, office and business park
districts, and for amenities such as community gathering places;
-Financing sources and strategies such as sales tax, TOT, etc.; and
-Land use compatibility in the McClellan-Palomar Airport Influence Area consistent
with the Airport Land Use Compatibility Plan.
E. Implementation and Monitoring (D&B). The General Plan implementing policies will
constitute the Implementation Program for the General Plan. If so desired, these can be
assembled into an independent document/matrix, so implementation can be tracked and
programs easily prioritized. In addition, statutory requirements for annual General Plan
reports will be included. Major capital improvements resulting from the General Plan-parks,
streets/bikeways, water/wastewater system improvements-can also be compiled into a list,
so that the City can prioritize timing and improvements.
F. EC3 Meetings. Some policy issues must necessarily be considered and resolved during the
preparation of the General Plan. The EC3 will convene as needed (likely 4 meetings) to
provide the project team with planning policy direction. Policies for the Barrio neighborhood
will be discussed by the EC3 as part of the regular meetings or in one or more meetings
specifically devoted to the topic. · ·
G. TAC Meetings. It is likely that the TAC will meet several (potentially about four) times as
policies are developed and refined.
H. Prepare Public Review Draft General Plan. The Administrative Draft presented for staff
review will be revised after City staff provides a consolidated set of comments.
Meetings: EC3 Meetings (4)
TACMeetings (4)
Products: General Plan Outline
Administrative Draft General Plan
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Draft General Plan
General Plan Land Use Map (GIS and Parcel Based)
TASK 5: DRAFT HOUSING ELEMENT
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The objective of this task is to update the Carlsbad Housing Element in conjunction with the
update of the rest of the General Plan, ensuring that the element is fully integrated into the
General Plan and that the City stays in compliance with State housing law while meeting the
local challenges of smart growth, and density and growth management (Prop E). ·
Prior to the enactment of SB 375, cities and counties were required to revise their housing
elements every jive years according to a staggered schedule by region. All regions have now
completed the fourth revision cycle to the housing element, and some regions are about to begin
the fifth revision cycle. In order to align the population projections used in the Regional Housing
Needs Assessment (RHNA) process with those used for transportation planning, and to
coordinate the RHNA a/location with the sustainable communities strategy of the RTP that fn
MPO adopts every four years, SB 375 put housing elements in regions with an MPO on an eight-
year cycle. SB 375 established the due date for the fifth revision of housing elements within each
region at 18 months after the date of the first RTP adopted after September 30, 2010 and the due
date for the sixth and subsequent revision every eight years thereafter.
SB 575 clarifies that all local governments within the regional jurisdiction of the San Diego
Association of Governments must adopt the fifth revision of the housing element no later than 18
months after adoption of the first RTP update after September 30, 2010 .. To our knowledge, the
first RTP update in the SANDAG region after September 30, 2010, will occur no earlier than July
2011, making the fifth revision of the housing element due no later than approximately January
2013.
For the fifth revision, a local government within the jurisdiction of the San Diego Association of
Governments that has not adopted a housing element/or the fourth revision by January 1, 2009
(Carlsbad falls into this category), shall revise its housing element not less than every four years,
unless the local government does both of the following: (a) adopts a housing element for the
fourth revision no later than March 31, 2010, which is in substantial compliance with this article
(done); and, (b) completes any rezoning contained in the housing element program for the fourth
revision by June 30, 2010. If Carlsbad is also in compliance with part (b), the fifth housing
element revision would be for a full eight-year cycle.
Given that the next housing element update is likely not due until January 2013, D&B proposes
that the City aim to complete this Housing Element Update in tandem with the rest of the General
Plan Update, with the EIR on the General Plan serving as the environmental review document for
the Housing Element as well. Even assuming up to four months of hearings between completion
of the Final EIR, certification, and the adoption of the Housing Element, this process should still
occur within 120 days of the statutory due date. If necessary, hearings on the Housing Element
could be "fast-tracked" ahead of other documents in order to ensure timely adoption.
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City Staff Role: City staff will be responsible for providing information on accomplishments,
current and approved development housing projects, and available City housing funding
resources.
A. Technical Background and Needs Assessment (D&B). The assessment sub-task comprises
a technical update of background information/housing needs assessment, constraints analysis,
and accomplishments review; review of SANDAG's estimates of the city's potential share of
regional housing need; and identification of opportunity sites for affordable housing and
assessment of overall residential buildout.
• Needs Assessment. The current 2005-2010 Carlsbad Housing Element contains 1990 and
2000 Census data describing the city's population and housing stock in general. Other
sources, such as 2005 Department of Finance data for household demographics and 2007
California Association of Realtors data for housing market information were also used.
The Housing Needs Assessment Chapter of the Housing Element will be updated with
the most the current data available. The 20 IO Census is the first census to eliminate the
long-form questionnaire. The basic, JO-question short-form data will be available·, in
December 2010. In lieu of long-form data, more detailed information will be gathe~ed
exclusively through the Census Bureau's American Community Survey. For sizable cities
such as Carlsbad, yearly statistical estimates will be available.
• Constraints Analysis. A number of factors may constrain the development of housing,
particularly housing affordable to lower income households. These factors can generally
be divided into "governmental constraints," those that are controlled by federal, state, or
local· governments, and "nongovernmental constraints," factors that are not generally
created by or cannot be affected by the government. Examples of potential governmental
constraints include development impact fees and provisions of the zoning code. Potential
nongovernmental constraints include national economic trends and direct construction
materials costs. The constraints analysis will thus provide detailed information about the
current costs associated with the provision of affordable housing, from both developer
and city government perspectives, as well as the anticipated future costs after accounting
for changes in state and local law, land availability, and other economic factors.
• Accomplishments Review. The current Housing Element will be reviewed for
accomplishments since 2005. The review will assist in developing new programs and
policies. This latter effort will be a City staff responsibility, using an evaluation matrix
prepared by D&B.
• Legislative Update. New State laws enacted since 2005 will be critically evaluated, and a
comprehensive review of the City's policies and regulations undertaken to ensure that no
illegal constraints on housing are listed in City code. The new legislation covers issues
such as ensuring adequate housing for extremely low-income households, by right
allowance of second-units, identifying a zone or zones for emergency shelters and
increased attention toward housing for persons with disabilities. Notably, SB 375 {2008)
and its Sustainable Communities Strategy (SCS) coordinates land use and transportation
planning to reduce greenhouse gases. One of the key provisions sought by the League of
California Cities was to require that planning for housing be consistent with land use
planning for greenhouse gas reduction. However, for San Diego County jurisdictions, SB
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375 requirements do not go into effect until the next housing element cycle (6th RHNA
revision).
• Housing Stakeholder Workshop/Forum. State housing law requires that communities
specifically reach out to groups most affected by housing supply and cost, such as the
disabled, elderly, large households, and homeless. D&B will hold a stakeholder
workshop/forum to gather input from housing stakeholders/providers/organizations. City
staff will identify, contact, and organize these groups. D&B will present the background
of Housing Element law and Carlsbad's known issues. If necessary, City staff will host
additional outreach meetings with other affected populations and provide detailed notes
to D&B for use in developing the Element.
B. Housing Sites and RHNA (D&B). The process-for the new Housing Element will need to
interrelate with SANDAG's schedule for assessing and assigning residential development
targets as a part of the new RHNA. The Housing Element and Land Use Element updates
must be coordinated to accommodate this new RHNA. The implications, if any, of
. Proposition E will be explored. D&B will coordinate with the General Plan update program
to ensure appropriate residential land use designations and intensities are available 'to
"facilitate and encourage a variety of housing types" that address the needs of all segments of
the community, pursuant to State law. Opportunity sites and growth areas will be discussed
and explored.
C. Element Preparation (D&B). The new Housing Element will use a format that is consistent
with the overall General Plan. As the Preferred Plan for the General Plan will be finalized in
June 201 I, the Housing Element preparation process can kick-off at this time, in order to
coordinate land use planning with housing sites analysis. Work on the housing sites,
constraints, accomplishments, and programs chapters will follow arid be completed by late
2011 or early 2012.
Housing needs data can be collected and the chapters that cover housing needs, in general,
and special needs, in particular, could be initiated as soon as authorized, in summer 2010.
However, given the recent adoption of the current Element and the fact that more current
demographic data from the Census Bureau will not be available until early 2011, it makes
sense to wait to start work on these two chapters.
D&B will assess the City's current housing programs in light of the Vision, and the emerging
Preferred Plan and General Plan key goals. City staff will provide information on whether
existing programs have already been completed, which ones are working well and should be
carried forward, and which ones need to be refined, redefined, or dropped. As a result of
these analyses, new housing programs needed to meet the housing needs for the City will be
identified. Any new housing program must be consistent with the community Vision
established in the General Plan update process. However, given the recent nature of the
current Element, many of the same programs will likely be retained. For each housing
program proposed for the updated Housing Element, D&B will define and quantify its
objectives (number of units to be produced in a specified timeframe by income group).
D&B will ensure new housing goals and policies reflect the community Vision arid that
internal consistency is achieved among the General Plan elements.
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An Administrative Draft will be prepared and then revised based on a consolidated set of City
staff comments. The Draft Element will then be presented to the Planning Commission for
review and comments prior HCD review.
• Community Outreach. Development of a Housing Element that responds to community
needs and receives community acceptance requires significant public input. In addition to
opportunities to explore housing issues at other forums held in conjunction with the
General Plan, one community workshop focused on housing will be held; this could be in
form of a "housing summit". Additionally questions pertaining to housing .can be
included as part of the survey on the alternatives.
• Administrative Draft Housing Elemenl Bas.ed on the assessment of housing needs,
constraints, and opportunities, as well as past accomplishments, the current Housing
Element will be comprehensively revised to:
-Inventory housing resources and constraints, including analysis of population and
household characteristics and needs, land availability, governmental and non-
governmental constraints, special housing needs, energy conservation opportunities•,
and existing subsidized housing at risk of converting to market-rate housing;
-Demonstrate site development capacity equivalent to, or exceeding, the projected
housing need in the RHNA;
-Make available sites at adequate densities and development standards to facilitate and
encourage a variety of housing types for all socioeconomic segments of the
community, including those with special needs; ·
-Improve and preserve the city's existing affordable housing sfock;
-Facilitate and encourage the provision of new affordable housing to meet the needs of
low and moderate income households;
-Work to maintain the small town residential feel of existing neighborhoods;
-Review the previous element's goals, objectives, policies, and programs; compare the
previous element's projections against actual achievement; and describe how the
goals, objectives, policies, and programs in the updated element have been changed
to incorporate lessons learned;
-Describe how the City made a diligent effort to achieve public participation from all
economic segments of the community in the development of the Housing Element;
-Estimate the funds expected to accrue to the Redevelopment Agency's Low-and
Moderate-Income Housing Fund during the planning period, and describe the
planned uses for those funds;
-Create a five-year schedule of actions to achieve the goals and objectives of the
Housing Element;
-Quantify the objectives by income level for the construction, rehabilitation, and
conservation of affordable housing;
-Ensure policies and programs actively mitigate constraints to the development,
improvement, and preservation of housing and promote equal housing opportunity.
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The document will include maps showing the location of sites identified to meet the
City's housing allocation. The sites maps will be created using GIS data already
possessed by D&B from the General Plan update project.
• Draft Housing Element. The Administrative Draft will be submitted to City staff and
then revised based on a consolidated set of staff comments.
• EC3 Meeting (]). Certain Housing Element discussions should be brought before the
EC3 and/or decision-makers. Meetings will discuss the following topics: introduction to
Housing Element law and requirements; review of housing needs; review of housing
constraints; relationship between RHNA and sites inventory; housing goals and policies;
and review of the draft Housing Element. The EC3 and the community should also be
afforded the opportunity to discuss topics that may be controversial such as affordable
housing policies and opportunity areas for affordable and higher density housing.
• Commission/City Council Review (3). The Draft Element will then be presented to the
Housing and Planning commissions and the City Council for review and comment prior
HCDreview.
• HCD Review Draft. Following the Housing/Planning Commission ·and City Council
review, the HCD Review Draft will be prepared.
D. HCD Review. The Draft Housing Element shall be submitted to HCD for review, with the
goal of gaining certification on the first iteration, but understanding that this is uncommon.
Consequently, this task could include two rounds of HCD review (60 days apiece). If
required, a second HCD Review Draft, with revisions in underline/strikeout format will be
prepared. D&B will be responsible for further revisions to the Element to address HCD
comments. All revisions will be prepared in underline/strikeout format. The budget assumes
one round ofrevisions and resubmission to HCD.
E. Hearing Draft Housing Element. Following HCD review, the Hearing Draft of the Housing
Element will be prepared. Hearings on the Housing Element will be combined with hearings
of the other public review documents.
Meetings: Housing Stakeholders Workshop (])
Community Workshops (])
EC3 Meeting (1)
Housing Commission (I)
Planning Commission (I)
City Council (1)
Product: Administrative Draft Housing Element
HCD Review Draft Housing Element
Hearing Draft Housing Element
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TASK 6: DRAFT LOCAL COASTAL PROGRAM
The objective of this task is to prepare an updated local Coastal Program (LCP). The Preferred
Plan, vision, and goals for the coastal zone will be developed in concert with those of the entire
city, and background data on the coastal zone will be collected simultaneously and folly
integrated with the rest of the data forming the foundation of the General Plan. The LCP land use
plan may be prepared as a separate document or may be incorporated into the General Plan as a
separate element. The Zoning Ordinance update, described in Task 7, will serve as the update to
the LCP implementing ordinance. The LCP update will reduce redundancy, clearly delineate the
. coastal zone and implementing responsibilities, and provide a centralized navigational so~rce for
· applicable policies and implementation actions. Our approach is flexible and will be refined after
consultation with City and Coastal Commission staff The goals of the updated LCP will be to:
• Maintain consistency with Coastal Act requirements;
• · Connect Coastal Act requirements to the Vision core values;
• Streamline the LCP by consolidating all LCP segments into a single program;
• Maintain consistency with Habitat Management Plan requirements;
• Clearly delineate roles and responsibilities of different agencies;
• Clearly define categorical exclusions from coastal development permit requirements; and
• Help the City to obtain coastal development permit authority for areas of deferred
certification (such as the Agua Hedlonda Lagoon LCP Segment).
Staff Role: City staff wiJI review memorandums and draft products, coordinate with Coastal
Commission staff (with consultant participation as needed), and attend Coastal Commission
hearings.
A. Framing the LCP Update (D&B).
• Detailed Structure and Organizational Options. The integration structure memo (from
Task 3) wiJI be reviewed and expanded if necessary to detail out the LCP update
requirements and organizational options.
• Coastal Commission Consultation. D&B and City staff will · meet with Coastal
Commission staff for consultation on the City's proposed approach to the LCP update-
both the LCP Land Use Plan and the Implementation Plan-and to identify issues they
may have about the update process and proposed format for LCP amendments. While
consultants will attend one in-person consultation, City Staff will coordinate with the
Coastal Commission to ensure ongoing involvement in the development of the LCP, and
consultants will maintain contact with Costa! Commission staff through email and
conference calls as necessary.
• LCP Annotated Outline. Based on City and Coastal Commission staff comments on the
issues and options memo, D&B will prepare an annotated outline of the LCP update,
addressing both the LCP Land Use Plan and Implementation Plan. We will review the
draft outline with staff and revise, based on comments received.
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B. TAC Meeting. The TAC will meet to review the Annotated Outline and provide feedback.
C. LCP Land Use Plan Amendments (D&B). D&B will prepare a draft LCP Land Use Plan
Amendments based on the Preferred Plan, framework concepts, and key goals established in
Task 3, and working drafts of General Plan elements. Policies will be written to implement
the Coastal Act in a manner consistent with the Vision core values, and provide the
foundation for implementation plan (which will be incorporated as part of the Zoning
Ordinance). Graphics will clearly delineate the Coastal Zone and the Coastal Appealable
Zone and the City's land use designations within these zones. We will review the draft LCP
Land Use Plan Amendments with City staff and revise based on City staff comments.
·o. LCP Implementation Plan (D&B). D&B will prepare a draft LCP Implementation Plan as
part of the Zoning Ordinance update described in Task 7. This scope of work assumes that
while Chapters 15.12, 15.16, and 18.48 of the Municipal Code are also part of the LCP
Implementation Plan, they do not need to be comprehensively updated. City staff will ensure
consistency between the new LCP Implementation Plan and these chapters. We will review
the draft LCP Implementation Plan with City staff and revise, based on City staff comments.
E. EC3 Review (D&B). The EC3 will review the proposed LCP at one or two meetings. ·,'
F. Final Plan and Certification (D&B).
G. Public Review Process Preparation. D&B will assist City staff to prepare for the public
review process, including summary materials on the Draft LCP for use in staff reports; public
workshops and hearings; and briefings for key interest groups. It is assumed the LCP will be
included in the Planning Commission and City Council hearing process for the General Plan
and Zoning Ordinance. Planning Commission and City Council hearfr1gs on the LCP will be
held and al/ended concurrent with those/or the General Plan and Zoning Ordinance Update.
• Coastal Commission Submission. Based on City Council action and final text changes
provided by City staff, we will prepare the final LCP for submission to the California
Coastal Commission for certification.
• Coastal Commission Hearings. See Task 10.
Meetings: LCP update consultation with Coastal Commission staff
TAC Meeting {l)
EC3 Meeting (1)
Planning Commission Hearing(], concurrent with General Plan)
City Council Hearing(], concurrent with_ General Plan)
Products: Memo on Structure and Organizational Options
Annotated Outline
LCP Land Use Plan Amendments
LCP Implementation Plan
LCP Maps (Land Use and Zoning)
· Final Local Coastal Program for submission to the Coastal Commission
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TASK 7: MASTER, SPECIFIC, AND OTHER AREA PLANS UPDATE
The objective of this task is to ensure the consistency of existing master, specific and other area
plans with the updated General Plan and LCP. In this task, existing master, specific and other
area plans will be evaluated for consistency with the updated General Plan (and the LCP). Based
on this evaluation, the plans will either be amended or consolidated into the General
Plan/LCP/Zoning Ordinance. The evaluation will need to occur in parallel with the preparation
of the General Plan and other documents, so any needed information can be folded into them.
. Staff Role: This task will be primarily a staff driven effort, with consultant support on mapping
· and document design.
A. Screening and Disposition. All of the master, specific, and area plans will be evaluated for
consistency with the Draft General Plan. As a first step, plans will be reviewed to ascertain:
• Whether policies have been implemented, and a master, specific, or area plan is no longer
oeeded.
' • If some specific policies or regulations are needed, if these should be maintained in a
separate plan or folded into the General Plan or the Zoning Ordinance.
• A preliminary list of plans that will be evaluated includes:
Master Plans
La Costa Master Plan
Rancho Carrillo
Bressi Ranch
La Costa Resort & Spa Master Plan
Villages of La Costa
Robertson Ranch
Aviara
Hosp Grove Master Plan
Larwin (Tiburon)
Calavera Hills
El Camino Portals
Carlsbad Palisades
Pacesetter Homes
Batiquitos Lagoon Education Par!< I
Green Valley
La Costa Annexation
Rancho Del Ponderosa
Arroyo La Costa
Poinsettia Shores
Specific Plans
Encinas Specific Plan
Paseo Del Norte (COC)
Occidental Land Co.
Carlsbad Land Investors
College Business Park
La Costa Downs
Carlsbad Airport Business Park
Zone 20 Specific Plan
Carlsbad Ranch Specific Plan
Levante Street
Poinsettia Properties
Ca~sbad Oaks North
Carlsbad Research Center
Carlsbad Airport Ceriter
Mabee, John
Sea Gate Associates
Dos Gelinas
Car Country
Local Facilities Management Plans
B. TAC Meeting. The TAC will meet to discuss any issues regarding use of the
master/specific/area plans by other departments.
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C. Stakeholder Meetings. Stakeholders who use the existing master, specific, and other area
plans will be invited to give their input at a stakeholder meeting.
D. Consistency Evaluation and Update. For plans that will be maintained as stand-alone
documents, all policies will be reviewed for General Plan consistency, redundancy, and
obsolescence. Appropriate policies, proposals, and maps and diagrams will be updated.
E. EC3 Meeting. A summary of proposed changes to the master, specific, and other area plans
will be presented to the EC3, and their feedback solicited.
F. Hearing Draft Master, Specific, · and Area Plan Updates. Hearing drafts of these
documents will be prepared. Because these documents are being updated simply for
consistency with the General Plan, no decision-maker review preceding the hearing drafts is
anticipated. Note that the EIR on the General Plan and other documents would form the
environmental review document for these plan updates.
Meetings: TAC Meeting (1)
Stakeholder Meetings
EC3 Meeting (I)
Products: Updated Draft Master, Specific, and Area Plans
TASK 8: DRAFT ZONING ORDINANCE UPDATE
' '
The purpose of this task will be to prepare a new Zoning Ordinance to implement the updated
General Plan, as well as prepare an easy to use and administer, modern, graphic enriched
document. With this in mind, our approach to a comprehensive update ·of the Carlsbad Zoning
. Ordinance is to break down the project into major phases:
• Phase I -Diagnosis and Technical Analysis. Background studies, including technical
review, stakeholder interviews, and summary of issues to be addressed to implement the
new General Plan and respond to specific zoning issues of concern to City staff and
stakeholders.
• Phase II -Choices for New Zoning. Analysis of issues and options, and preparation of
an outline reflecting the framework for zoning that will implement the new General Plan.
This analysis will include ways of integrating the LCP Implementation Plan into the
Zoning Ordinance, as well as evaluation of the appropriateness for Carlsbad of different
kinds of ordinance, such as a form-based code.
• Phase Ill -Products. This phase includes drafting preliminary regulations to implement
the General Plan and other city policies, building on the approved outline and technical
revisions identified by City staff Workshops on specific sections ("modules'.') of
preliminary regulations will be scheduled with the Planning Commission to provide
feedback to the consultant team. Then a public review draft will be prepared for hearings
and adoption.
• Phase IV -Hearings and Adopted Ordinance. This phase includes preparation of
presentation materials for hearings, as well as the adopted Ordinance.
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By moving from agreements on general approaches to the outline of specific regulations and then
agreements on modules, our work program involves City staff and the community in the update
process and generates a sense of ownership and commitment to the new regulations. Although
our work program is designed to address problems that may exist throughout the entire body of
current zoning regulations, the primary emphasis will be the preparation of a new code to
implement the new General Plan and to meet the requirements a/State law.
One workshop with EC3, and four workshops with the Planning Commission will be _held to
review issues and options, "modules" of preliminary regulations, and key initiatives. Hearings
jar the Zoning Ordinance will be combined with those of the General Plan and the LCP.
Staff Role: Staff will participate actively in this process, providing a list of zoning issues to the
consultant, leading a tour focused on zoning issues, reviewing outlines, and the modules as they
are prepared.
A. Background Research; Stakeholders Interviews.
' • General Plan Policy Matrix. Prepare a summary matrix of General Plan policies and
programs related to zoning and identify how they will be implemented: by use
regulations, development and design standards or guidelines, development review or
development incentives. Include a column in the matrix to allow for comments by and
questions to staff.
• Technical Review. Conduct a technical review of existing zoning regulations and other
applicable regulations such as the Airport Land Use Compatibility Plan. Review district
requirements, supplementary provisions, site development standards, parking and loading
requirements, sign regulations, administrative procedures for specific zoning approvals
and for administration of the ordinance (e.g. noticing, hearing, and appeal provisions;
project review and permit requirements; permit extension and amendment provisions;
enforcement and abatement; and zoning text and map amendments). ldentify conflicts
with the General Plan and applicable requirements of State and federal law.
• District Review. Review the existing Zoning Map, the General Plan Land Use Diagram,
and other adopted policies and guidelines; discuss with staff the purpose of different Plan
designations and zoning districts, potential conflicts, and the City's approach to
identifying properties that may require rezoning. Develop districts that are intuitive,
relate to, and are consistent with General Plan land use designations.
• Zoning Issues (City staff). Prepare a list of technical zoning issues and a summary of the
types of variances granted and standard conditions imposed on various types of projects
for the past two to three years, based on a sample of applications reflecting conditions in
the city. City staff also will identify Coastal Zone regulatory issues (e.g. standards, public·
access requirements, permitting problems). If certain types of variances are routinely
granted, it may be appropriate to re-write the applicable standard or zoning requirement
to avoid reliance on this procedure. This issues review will capitalize on previous
strategic review processes, stakeholder consultation, and reports generated by City staff.
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• Representative Projects (City staff). Assemble a representative set of project plans
showing the specific character of prior or expected development in the city for use in
reviewing how specific standards and design guidelines are applied or might need to be
modified to meet development objectives.
• . Stakeholder Interview Guide. Design a. stakeholder interview guide that includes
pertinent questions regarding zoning and parking regulations, development standards,
project review requirements, Coastal Zone issues, potential inconsistencies between
zoning and General Plan policies and regulations, enforcement issues, ease of
implementation, monitoring, public access, user friendliness ·and other pertinent issues
relative to the Zoning Ordinance, for use in conducting stakeholder interviews.
• Stakeholder Interviews, City Tour, and Kickoff Meeting. Prepare for and participate in
one or two days of stakeholder interviews, City staff, and city tour to be scheduled with a
Kickoff Meeting ( one trip). City staff will be responsible for identifying and coordinating
interviews and meetings with stakeholders. Issues identified by stakeholders will be
classified and sorted to identify common themes. The city tour will focus on developmc;nt
projects that illustrate zoning issues. We will compile photos of typical buildings and
street frontages for use in analyzing need for new standards or changes to existing
standards.
• Zoning Issues Memo. Prepare a technical memorandum summarizing zoning issues
raised in interviews and other meetings, discussions with City staff, policy analysis, and
consultant's review of the existing code. The memorandum will organize issues by topic,
including: districting; use regulations; development standards; and zoning administration
and propose options for dealing with these issues in the updated o!dinance.
• Zoning Issues Memo Review. Review the memorandum with City staff in a conference
call and eliminate regulatory proposals and other options that have little chance of
acceptance or would be extremely difficult to administer. The revised list will provide the
basis for the Issues and Options memorandum that will be prepared for review by the
EC3 in Subtask B.
• Zoning Ordinance Update Newsletter. Prepare content for a Zoning Ordinance Update
Newsletter, and produce in conjunction with city communications staff. This newsletter
will include a project description, schedule, opportunities for public involvement, and
contact information. It is assumed the City wilfbe responsible for printing and mailing.
B. Issues and Options; Preliminary Outline.
• Issues and Options Memo. Based on technical review of the City's zoning regulations,
City staff comments, and stakeholders interview, prepare a short Issues and Options
memorandum that distills the key choices and presents the "big ideas" for consideration
by City staff, the Technical Advisory Committee and EC3-a new framework for zoning
controls for Carlsbad, including how to address LCP implementation requirements. An
administrative draft will be prepared for City staff review and then revised based on staff
comments.
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• Issues and Options Workshop with EC3 and Planning Commission. Prepare a
PowerPoint presentation for a joint EC3/Planning Commission workshop, including a list
of specific zoning issues in Carlsbad ( e.g. diagrams of typical standards) and examples of
how peer communities may have resolved similar issues.
• Zoning Ordinance Annotated Outline. Based on City staff and EC3 comments on issues
and options, prepare an annotated outline of the zoning regulations with a "plain English"
commentary. The outline. will lay out the basic structure of the Zoning Ordinance update
and will be in sufficient detail to indicate what changes will need to be made to current
regulations, including:
•
Number, types, and purposes of base zoning districts;
Overlay and special districts, and provisions for planned development;
Applicability of form-based approaches;
General purpose sections of the new ordinance, including definitions, provisions for
"use classifications," supplemental standards for certain specific uses applicable in,.
some or all districts, administration, and enforcement; '
The overall organization and numbering system, and procedures for amendments;
and
Graphic illustrations of selected standards and guidelines and review procedures (by
title only).
Annotated Outline Review. Review draft Outline with City staff; revise, based on
comments received. Once agreement is reached, re-organize the existing ordinance using
a digital file provided by the city to follow the chapter sequence for the new ordinance
and include comments on revisions needed. Include "placeholders" for new regulations.
C, Administrative Procedures.
• Evaluate Administrative Provisions. Evaluate existing administrative provisions for all
zoning decisions and identify opportunities for streamlining. Processes evaluated will
include: Use Permits, Coastal Development Permits, Variances, Site Development Plans,
Planned Development, interpretations, zoning text and map amendments; General Plan
amendments; appeals, and revocations of discretionary permits. Procedures for citizen
participation in the development review process also will be evaluated. Coastal Zone and
Coastal Development Permit procedures will be drafted "stand-alone" in order to
facilitate Coastal Commission review.
• Update Definitions. Update definitions, including appropriate illustrations, and rules for
measuring floor area ratios, and sign area and determining setbacks and encroachments,
as needed ( definitions and rules for measuring building heights were recently updated).
Group like terms under headings to facilitate understanding of differences among terms
(e.g. lot types, lot lines, residential housing types, and street types). Prepare a summary
list of terms and cross-references for readers, similar to an index.
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• Prepare Module #1: Zoning Administration. Prepare Module #1, Zoning
Administration, including proposed amendments to administrative provisions, definitions
and rules of measurement; review with City staff and revise, based on City staff
comments. Prepare a PowerPoint presentation and conduct a Planning Commission
workshop on this module.
D. Use Regulations.
• Review Current Use Classifications. Evaluate merits of a "use classifications" system to
streamline zoning district use regulations. Prepare preliminary use classifications for City
staff review.
• Evaluate Current Use Regulations. Evaluate current use regulations and identify
changes needed in permitted uses and conditional uses to implement the General Plan;
respond to staff and stakeholder concerns and the technical review, including such issues
as:
-Neighborhood-scale and land use compatibility;
-Limitations on auto-oriented development;
-"Protected" uses including wireless telecommunications, religious uses, and
residential facilities protected by federal and State law;
-"Flex space" fol" employment areas;
-Unique uses such as recreational serviceS, personal services, etc.;
Delineation of different kinds of open space or conservation areas;
-Coastal-related and Coastal-dependent uses; and
-Mixed-use development.
• Evaluate Current Specific Use Standards. Evaluate current standards for specific uses,
including City staff concerns about "problem" uses and provisions that are inconsistent
with State and federal law. Recently updated ordinances (such as Adult Businesses and
the Nonconforming Buildings and Uses) will be reviewed and incorporated into the
update. Prepare a summary matrix of proposed use regulations for all districts for staff
review, including limitations and standards for special uses as well as incentives for uses
at infill locations. Limitations include supplemental standards and limitations related to
maximum size and intensity of use, location, hours of operation, setbacks and screening,
parking and loading locations, refuse collection, vehicular and solar access, screening of
mechanical equipment and outdoor storage, any special standards for noise and odors not.
addressed by performance standards and accessory uses on residential properties
including recreational vehicle parking and storage, and home occupations. As part of this
sub-task, the Consultant may draft revisions to correct inconsistencies with State or
federal law. Some uses that may require particular consideration may include:
-Alcohol outlets;
-Auto dealerships and related "auto row" businesses;
-Wireless communication facilities;
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-Big box retail space;
-Childcare centers;
-Convenience stores;
-Fast food outlets;
-Houses of worship;
-Private schools;
Recreational uses and services; and
-Recycling operations.
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• Prepare Module 2: Use Regulations. Prepare Module #2: Use Regulations, including a
correspondence table comparing existing uses with proposed use classifications; revise
based on staff comments and prepare a PowerPoint presentation for a Planning
Commission workshop.
E. Development/Design Standards.
• Analyze Current Standards. Analyze current development standards and identify new or
revised standards and performance requirements such as:
-Base and maximum densities and F ARs;
-Walls, screening, and fences;
-Height and bulk ofresidential additions and accessory structures;
-Height of non-residential development as well as build-to lines and envelopes, where
appropriate;
Setback, streetscape and design standards;
-Outdoor open space for multi-family development;
-Buffers, walls, screening and fences, outdoor facilities and storage;
-Pedestrian circulation, particularly in new commercial centers;
-Public access in the Coastal Zone;
-Transitional requirements adjacent to residential districts and public uses (i.e.
maintaining residential compatibility); and
-Parking.
• Compile Photos. Compile additional photos of typical buildings and street frontages for
use in analyzing need for new standards or changes to existing standards. Review site
plans ofrepresentative projects.
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• Prepare Revised Standards. Prepare revised standards related to us.es such as parking
lots, including parking lot landscaping and dimensional requirements, and supplemental
regulations for accessory structures, green buildings, landscaping and buffer-yards,
temporary uses, wireless communication facilities, signs (the substance of existing
provisions will be retained with amendments limited to those necessary to comply with
the most current legal decisions by the U.S. Supreme Court and U.S. District Courts of
Appeal and reorganization so the format is consistent with other chapters), and other uses
not previously addressed.
• Review and Update Housing Regulations. In close coordination with the Housing
Element update preparation, review housing-related policies and programs, including
density bonuses, affordable housing programs, and provisions for second units,
emergency shelters, community care facilities, and other special-needs housing types.
Consistent with the new Housing Element, update zoning provisions as needed to
implement adopted housing policies and to ensure compliance with State law.
• Prepare Module #3: Development/Design Standards. Prepare Module #3:
Development/Design Standards, including a summary matrix of proposed standards with
illustrations of new concepts; revise based on staff comments and prepare a PowerPoint
presentation and conduct Planning Commission workshop on this module.
F. Draft Ordinance.
• Administrative Draft. Review Planning Commission comments on draft modules and
prepare an Administrative Draft Zoning Ordinance for City staff review. A one-or two-
day work-session with City staff on the administrative draft will be scheduled to review
outstanding issues.
• TAC Meeting. The TAC will meet to discuss their review of the Administrative Draft of
the Zoning Ordinance.
• Public Review Draft. Based on a consolidated set of comments from City staff, prepare
the Public Review Draft Zoning Ordinance.
G. Draft Zoning Map.
• Administrative Draft Map. Prepare a map in GIS showing new districts (base and
overlay}, using the City's existing zoning GIS layers and the new General Plan land use
designations as a starting point.
• Public Review Draft Map. Following City staff review, prepare revised map for public
review (release along with Public Review Draft Ordinance).
H. Public Review.
• Public Review Process Preparation. Assist City staff in preparing for the public review
process; summary materials on the Draft Ordinance for use in City staff reports; public
workshops and hearings materials; and briefings for key interest groups. A "comment
form" could be used to focus comments on specific sections of the text and allow
comments to be consolidated and responses prepared efficiently.
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Response to Comments and Addenda. Assist City staff in establishing an approach to
responding to comments received on the Public Review Draft Zoning Ordinance.
Distinctions might be made between comments that address: I) General Plan policies that
already have been established; 2) regulatory policies that would be considered by the City
Council; 3) regulatory provisions required to respond to State or federal law; and 4)
concerns that are beyond the scope of the Zoning Ordinance.
We will work with City staff to review the comments received, and to .decide on an
approach to preparing any necessary addenda to the Draft for consideration by the City 1,
Council. I i
• Adoption Hearings. Adoption hearings are included in Task I 0.
Meetings: Kickoff staff meeting
City tour
Stakeholder interviews
EC3/Planning Commission Workshop on Issues and Options
City staff teleconference to review EC3 concerns and Annotated Outline
Planning Commission workshop on Module #1
Planning Commission workshop on Module #2
Planning Commission workshop on Module #3
TAC meeting on Administrative Draft 'Zoning Ordinance
Products: Matrix of General Plan policies related to zoning
Summary of issues from stakeholder interviews
Technical memorandum on zoning issues and options
Annotated Outline of Zoning Ordinance
Module #1: Zoning Administration-Administrative Draft and Final Version
Module #2: Use Regulations-Administrative Draft and Final Version
Module #3: Development/Design Standards-Administrative Draft and Final Version
Draft Zoning Ordinance and Map-Administrative Draft and Public Review Draft
TASK 9: ENVIRONMENTAL REVIEW
The objective of this task is to prepare a comprehensive Program Environmental Impact Report
(EIR). The EIR will fulfill CEQA requirements for environmental review of the updated General
Plan, LCP, Housing Element, Zoning Ordinance, and Master, Specific and Area Plan updates.
All of these together would be referred to as "the proposed Project." Impact assessment will be
conducted parallel to Plan preparation so that identified mitigation can be built into the General
Plan and other documents, resulting in a "self mitigating" plan. The environmental assessment
will utilize the most current guidelines for CEQA and for each issue area, including global
warming and greenhouse gases/climate change. The EIR will be prepared to take full advantage
of CEQA streamlining and tiering opportunities for future projects, whether in accordance with
provisions of SB 375 (PRC 2115), or other tiering and exemption provisions in CEQA. One EC3
meeting may be held to review new policies needed as a result of environmental analysis and
mitigation needs.
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Staff Role: Staff will be responsible for reviewing all products, circulating the Notice of
Preparation and the Draft EIR, being present at the Scoping Meeting (and conducting any
additional scoping meetings if desired), reviewing outlines and proposed thresholds of
significance, and reviewing draft documents and providing direction oh mitigation measures.
A. Notice of Preparation and Scoping Process (D&B).
• NOP.D&B will prepare a Notice of Preparation for the EIR on the Carlsbad General
Plan, Housing Element, LCP, Zoning, and Master, Specific, and Area Plans Update.
Because it has been determined that an EIR will be prepared, an initial checklist may not
be prepared. City staff will be responsible for distributing the NOP to a comprehensive
list of responsible and trustee agencies and the public, consistent with CEQA noticing
requirements.
• Scoping Meeting. City staff will coordinate one public scoping meeting, including
sending out meeting notices and reserving appropriate facilities, and contacting resource
agency staff and inviting them to participate in the scoping meeting. D&B will facilitate
the meeting and will take notes on comments made by those attending. A summary
record of comments will be created using these notes for reference. Please note, that in
taking public and agency comments on the scope of the EIR, comments regarding
economic or social changes are generally not applicable. According to CEQA, "economic
or social change by itself shall not be considered a significant effect on the environment.
A social or economic change related to a physical change may be considered in
determining whether the physical change is significant." (CEQA Guidelines Section
15382, emphasis added).
• Memo on NOP and Scoping Comments. D&B will review tne summary of public
comments and prepare a technical memo with recommendations on how to address these
comments in the EIR, subject to consultation with the City. One memo will be prepared
to cover both written comments and public scoping meeting verbal comments.
B. EIR Approach and Organization (D&B, Dudek, F&P). In cooperation with sub-
consultants, D&B will prepare a memo for City staff that will:
• Provide an outline of the EIR document;
• Identify required impact categories to be included in the EIR;
• Recommend significance thresholds criteria;, and
• Recommend method of analysis fpr each impact category.
City staff will provide one consolidated set of comments to inform these components of the
EIR before analytical work gets underway.
C. Proposed Project and Alternatives Definitions (D&B). D&B will work with Staff to define
the major elements of the proposed Project and select a reasonable range of alternatives to the
proposed Project to be evaluated in the EIR. The City will likely consider the proposed
Project, the No Project Alternative, and two to three other project alternatives. The City, with
D&B assistance, will make an initial determination as to which alternatives are feasible and
merit in-depth consideration and which do not.
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D. EIR Settings and Impact Analysis (D&B, Dudek, F&P). The consultant team will prepare
the envir6nmental settings (i.e., existing conditions) and impact analysis for each
environmental issue area using the most up-to-date literature, maps, databases, and other
resources as identified in Task 1. The setting information will provide the level of detail
needed for a programmatic assessment. D&B will ensure consistency of all issue area
sections using materials developed under Subtask B, as well as compliance with CEQA. The
issue area sections are as follows:
• Aesthetics. (D&B).D&B will prepare an assessment of visual resource and aesthetic
impacts of the proposed Project. The assessment will include: description of the regional
visual character and area-specific landscape viewshed units (which comprise the baseline
conditions for. assessing aesthetic impacts); an overview of applicable policies and
guidelines regarding visual resources; an impact analysis that will focus on changes in
key public views, scenic corridors, and overall visual character resulting from changes to
the urban form; and recommendations and mitigation measures to lessen potential visual
impacts. The visual resources assessment will follow standards of professional practice
for aesthetic analysis. ,
' • Air Quality (Dudek). The ElR will analyze impacts to local and regional air quality
associated with population growth and associated growth in vehicular traffic and energy
consumption due to residential and commercial development. Baseline ( current) and
future (2035) mobile, stationary, and area source emissions will be estimated and the net
change will be compared to significance thresholds recommended by the San Diego Air
Pollution Control District. It is anticipated that URBEMIS2007 land use and air emission
model will be utilized with development levels and trip generation rates identified in the
traffic analysis. Potential air quality impacts associated wit!\ construction will be
evaluated qualitatively because those impacts tend to be site-and project-specific. The
EIR analysis will include a discussion of the project's consistency with plans and
strategies to meet ambient air quality standards for ozone and particulate matter, both of
which are nonattainment pollutants in the San Diego Air Basin. To assess the potential
for future development under the General Plan Update to result in local violations of
ambient air quality standards, Dudek also will address carbon monoxide (CO) "hot spots"
in a qualitative manner using background ambient air quality data and traffic data
provided in the traffic analysis. It is anticipated that the development under the General
Plan Update would result in a minor increase in traffic at impacted intersections and that
the General Plan Update will likely result in denser growth patterns, more transit use, and
include policies to reduce traffic congestion and associated CO hotspots.
• Biological Resources (Dudek). The results of the Open Space and Natural Environment
working paper and element will be incorporated into the E!R to analyze biological
resource impacts. This EIR section will include existing conditions, impact assessment,
and mitigation measures. The impact assessment will include an analysis of consistency
with all applicable regulatory documents, including but not limited to the HMP. Based on
input from City staff, Dudek will identify potential impacts to·these resources resulting
from General Plan Update implementation and identify the policies and implementation
measures that address those impacts. Types of impacts to be evaluated include but are not
limited to habitat modification and fragmentation, wetlands impacts, impacts on species
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migration patterns, and conflicts with existing plans or policies that protect biological
resources.
• Energy, Greenhouse Gases, and Climate Change (Dudek). This section will include a
description of GHGs, global climate change and its potential impacts, along with a
description of the fundamental regulatory efforts that form the basis for both statewide
and local GHG emission reduction goals and efforts. Much of this discussion will be
available from the Sustainability paper. Dudek will present the estimated GHG emissions
for baseline and full buildout (2035) scenarios. It is expected that these inventories will
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cover all of the sources recommended in the June 2008 technical guidance advisory from r,
the Governor's Office of Planning and Research. The technical advisory recommended
that CEQA documents include those emissions associated with motor vehicles, energy
( e.g., natural gas consumption, electrical generation) and water supply at a minimum. The
significance of the impacts will be assessed qualitatively (and quantitatively if thresholds
are available for the region) in terms of the consistency or conflicts of the General Plan
Update with the plans and strategies developed to achieve the goals of AB 32.
• Geology, Soils, and Seismicity (Dudek). Existing literature regarding geology and coastal
bluffs will be summarized to address potential project-induced geologic impacts,
including seismic hazards, liquefaction, and landslides. Bluff failure policies for the
General Plan will be considered in the discussion. Project impacts on soil quality and
erosion will also be evaluated.
• Hazardous Materials (Dudek). Dudek will provide an update to the hazardous materials
discussion found in the current General Plan, using existing available data. Topics
include hazardous materials spill prevention, and hazards risk assessment. Dudek will
also compile a database and .GIS map of the clean-up, investigation, and underground
storage tank sites in the City, as listed on the Geotracker and Envirostor on-line
databases. Dudek will prioritize the sites with a ranking of 1-4, based on the extent of the
known or potential impact to environmental conditions (such as impacts to soil and
groundwater) in the City, with a value of 4 representing the greatest relative impact and a
value of I representing the lowest relative impact. The ranking will be based solely on
information obtained from Geotracker and Envirostor and from Dudek's current
knowledge of soil and groundwater contamination in the City based on past hazardous
waste/materials studies within the City. This scope does not include agency file reviews
for the sites that lack information in Geotracker and Envirostor. Dudek will prepare a
brief report summarizing the database, and also a map. Dudek's analysis will respond to
other hazardous materials concerns identified through the scoping process, which may
include high pressure gas lines, high voltage electrical wires, etc: Toxic air contaminants
would be assessed in the Air Quality section.
• Historical, Archaeological, and Paleontological Resources (Dudek). The results of two
p~pers (Open Space and Natural Environment, and History, Arts and Cultural Resources)
will be incorporated into the EIR to analyze historical, archaeological, and
paleontological resource impacts. This EIR section will include existing conditions,
impact assessment, and mitigation measures. Based on input from City staff, Dudek will
identify potentia) impacts to these resources resulting from General Plan Update
implementation and identify the policies and implementation measures that address those
impacts.
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• Hydrology and Flooding (Dudek). The EIR will address potential impacts to the City's
drainage infrastructure as well as surface water quality impacts to sensitive downstream
water bodies such as the Buena Vista, Batiquitos and Agua Hedionda l_agoons, and the
Pacific Ocean. Best Management Practices (BMPs) identified in the Resource
Management Element that address the effects of development will be considered in the
analysis. Any revisions to the City's Municipal Code, which establishes the minimum
requirements for project construction standards and grading plans, will be described.
Flooding effects will also be evaluated in the EIR, particularly in flood-prone areas near
lagoons, and potential flooding impacts related to sea level rise.
• · Land Use (D&B). Our analysis will address the recent and long-term trends in land use,
housing, and population within Carlsbad and San Diego County. The focus of the land
use analysis will be identifying whether proposed future land use patterns could
physically divide an established community or displace substantial numbers of existing
housing units or people (necessitating the construction of replacement housing
elsewhere), as well as potential conflicts with established land use plans, policies, or
regulations; and potential conflict with other applicable plans in adjacent cities. We W.ill
evaluate potential impacts of the proposed Project on housing needs for low-and
moderate-income households and work to ensure that proposed policies adequately
address those impacts. It is expected that, to the extent feasible, potential land use
impacts will be mitigated by policies, programs, or objectives incorporated as a part of
the proposed Project itself.
• Noise (Dudek). The noise analysis will include a discussion of traffic noise and
compliance with the City's adopted Noise Ordinance for both short-term and long-term
noise impacts. Impacts relating to noise from traffic, rail, airport, and stationary sources
will be addressed. The airport noise analysis will be based on the recently-updated
Airport Land Use Compatibility Plan, and will utilize contours contained therein. Current
noise levels in the City from the above sources will be presented followed by a discussion
offorecasted future noise levels anticipated with buildout of the General Plan Update and
alternatives.
• Public Utilities and Infrastructure; Wastewater (Dudek). This section of the EIR will
evaluate potential impacts to water, wastewater, solid waste service, and utilities. Fire
safety and emergency response capacities will also be addressed. As part of the
discussion, existing water supply and providers will be identified, followed by an analysis
of water supply and demand based on anticipated buildout and population projection for
the General Plan Update, especially focused on infill areas. The analysis will rely on the
applicable Regional Urban Water Management Plan to evaluate water supplies and
demands. Required new connections to the water distribution system will be identified.
• Transportation (F&P).F&P will prepare a transportation impact analysis to evaluate
impacts of the final Preferred Plan on tlie surrounding transportation system. This effort
will identify deficiencies associated with the General Plan for the roadway, transit,
bicycle, pedestrian, aviation, rail, and goods movement components of the transportation
system. The significance criteria developed under Subtask B will be applied to identify
significant impacts to the transportation system. Feasible measures to mitigate project
impacts will be identified, as appropriate.
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E. Alternatives Analysis and CEQA-required Conclusions {D&B, Dudek, F&P). These
sections of the Draft EIR will address specific findings required by CEQA, including:
• Alternatives Assessment and Environmentally Superior Alternative. Assessing the
environmental effects of the alternatives defined in Subtask C, in comparison to the
effects of the proposed Project for all identified impact categories. D&B will identify the
environmentally superior alternative. D&B also will prepare an easy-to-use matrix
displaying the impacts of each alternative to summarize the results of this analysis in the
Alternatives chapter.
• Significant and Unavoidable Impacts. This section will describe those significant
impacts that, despite feasible mitigation, cannot be reduced to a level of insignificance.
• Significant, Irreversible Environmental Changes. As required by CEQA Guidelines
Section 15126, the EIR will present information on the extent to which the project would
result in an irreversible commitment of environmental resources.
• Cumulative Impacts. Cumulative impacts refer to two or more individual impacts that,
when considered together, are considerable or that compound or increase other
environmental impacts. D&B will work with the City to develop the basis for the analysis
of cumulative impacts for the proposed Project. The "List Approach" will consider all
past, present, and probable future projects that could contribute to a significant
cumulative environmental impact, including planned developments under consideration·
in the City, and other projects in the vicinity of the City. The "Projection Approach" will
consider development projections described in the County's General Plan as a basis for
regional conditions contributing to· the cumulative impact. We anticipate using a
combination of the List Approach and the Projection Approach-as appropriate for each
impact area. Some kinds of impacts, such as traffic, noise, air quality, and greenhouse
gases, are cumulative in nature and thus the analysis in each issue area section is likely to
be a cumulative impact analysis. In these instances, the cumulative impact section would
summarize those earlier analyses.
• Growth-Inducing Impacts. As required by State CEQA Guidelines Section 15126.2, the
EIR will assess the ways in which the proposed Project could, either directly or
indirectly, foster economic or population growth or the construction of additional
housing. D&B will consider the proposed Project in terms of both the region's long-range
growth projections and nature of proposed future development within the urbanized
setting. For example, D&B will examine the "balance" of jobs and housing that would
result from implementation of the proposed Project (the relationship between the
numbers, locations, and types of jobs and the locations, costs, and types of housing units).
The focus of this analysis and potential mitigation measures will be on the proximity of
jobs and housing and ensuring that, based on the income levels of likely workers,
affordable housing can be provided nearby for these workers. The EIR will also consider
the growth-inducing effects of any necessary expansion of public services and utilities in
order to accommodate the proposed Project.
• Impacts Found Not to Be Significant. Areas of potential environmental impact where no
significant impacts were identified will be summarized here. This will include a
discussion of the reasons that various possible significant effects of the project were
determined not to be significant and were therefore not discussed in detail in the EIR.
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F. Administrative Draft EIR. The Administrative Draft EIR provides City Staff with its first
complete review copy of the Draft EIR. Subtasks C through E above describe the major
components of the Draft EIR-the project and alternatives definitions, the environmental
settings and impact analyses, and the CEQA-required conclusions. Additional sections of the
EIR that will be prepared as a part of the Administrative Draft submission include:
• Front Matter. The front matter will include the Cover, Title Page, EIR Preparers, Table
of Contents, and Lists of Tables and Figures.
• Executive Summary. The executive summary of the EIR is required by CEQA. The
executive summary will include abbreviated descriptions of the EIR purpose, methods
and major assumptions, project description and alternatives descriptions, alternatives
analysis major conclusions, including the Environmentally Superior Alternative, and any
areas of known controversy. A comprehensive table of impact statements, conclusions,
and mitigation measures will be provided at the end of the executive summary.
• Introduction, Organization, and Study Approach. This section will describe the
purpose, scope, and organization of the EIR; provide background information on {he
NOP and public scoping process, participation, and describe any other consultation that
occurs in the course of the preparation of the EIR ( e.g. tribal consultation); and describe
the overall approach, including timeframe, level of analysis, types of impacts, No Project
vs. proposed Project comparison, alternatives development and analysis, cumulative
impacts, relationship to other E!Rs, and intended use of the EIR.
• Bibliography and Appendices. The Administrative Draft EIR will contain the following
information, including but not limited to that which is required by CEQA Guidelines
Section 15129: glossary, references cited by issue area, NOP and list of agencies and
persons contacted, NOP and scoping comments received, and any technical appendices
necessary (traffic studies, etc.). Dudek will be responsible for technical appendices for
their environmental issue areas, and F&P for technical appendices for transportation.
D&B will submit Administrative Draft EIR for City staff review. Comments from the City
will be provided as one consolidated set with discrepancies between staff comments resolved
prior to transmittal to D&B. This task includes in-house CEQA compliance review.
G. TAC Meeting. The TAC will meet at least once, focused on significant impacts and
mitigation measures identified.
H. Public Review Draft EIR/Notice of Completion. Following receipt of the City's comments
on the Administrative Draft EIR, D&B will work with City staff to determine the approach to
final changes. D&B will then work with Dudek and F &P to prepare the Public Review Draft
EIR, incorporating changes in response to the City's comments. D&B will prepare and
submit one copy of a "screen check" draft for fatal flaw review by City staff. Following one
final set of changes, D&B will produce the Public Review Draft EIR.
D&B will provide the City with 20 hard copies and a CD of the Draft EIR. City staff will
prepare and transmit the Notice of Completion to the State Clearinghouse. At this stage, D&B
also recommends that the City extend the NOC notification to the same agencies and
organizations that received the NOP.
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I. Response to Comments and Final EIR (D&B, Dudek, F&P). This subtask will result in
the preparaiion of a Final EIR, which will contain a list of commentators, comment letters,
and respon.ses to comments on the Draft EIR. Any changes to the Draft EIR text will be
marked with strikeout/underline formatting to show revisions [however, the entire Draft EIR
will not be republished]. Responses that are within the scope of work and budget consist of
explanations, elaborations, or clarifications of the data contained in the Draft EIR, as well as
minor corrections of background information. If substantive new analysis, issues,
alternatives, or project changes need to be addressed, or if the effort exceeds· the budgeted
amount. because of the number or complexity of responses, a contract amendment may be
required. The Final EIR proposed changes in response to public comments, and their
relevance to final revisions to the General Plan, will be presented to the Planning
Commission for their review and input prior to completing the Final EIR for certification.
J. (Optional) Support for EIR for Certification and Project Adoption.
• Findings, Facts in Support of Findings, and Statement of Overriding Considerations.
D&B can prepare findings and facts in support of findings for any significant impac\s,
and a statement of overriding considerations for any significant impacts found to ·be
unavoidable (if applicable) as part of the EIR certification process. These documents
assist in the certification of the Final EIR and approval of the proposed Project. The
findings would be in compliance with Sections 2108 l and .2I081.5 of the California
Public Resources Code.
• Notice of Determination. D&B can also prepare and file the Notice of Determination
with the State Office of Planning and Research and the county clerk's office. The City
would be responsible for paying any filing fees associated with. the EIR, though D&B
would provide the City with full information on the fees and would manage the filing
process.
It should be noted that because all feasible mitigation will be folded into the General Plan as
policy, a Mitigation Monitoring and Reporting Program is unlikely to be needed.
Meetings: Scoping Meeting
TAC Meeting
Planning Commission Meeting
Products: Notice of Preparation
Memo on Scoping Comments
Working Paper on EIR Approach and Organization
Draft EIR Project Description and Alternatives Descriptions
Issue Sections? (Would the city want to review these once before the Admin draft?)·
Admin Draft EIR
Public Review Draft EIR
Response to Comments and Final EIR
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Envision Carlsbad Phase·2: Work Program
Approved by City Council July 27, 2010
HEARINGS AND ADOPTION
The objective of this task will be to take the Draft General Plan, LCP, Zoning Ordinance, Specific
Plan and Master Plan amendments, and the EIR through public review and hearings. Given the
large volume of documents that may need to go through the review and adoption process,
decisions on streamlining and sequencing review (such as joint Planning Commission/City
Council information sessions, or sequencing zoning adoption after policy documents have been
completed) may need to be explored Consultant is scoped to attend four of the six hearings
indicated in this task. {' /
· A. Prepare Newsletters 3 and 4 (City). Newsletter #4 will be completed prior to the hearings,
and will summarize the key features of the General Plan and other documents, and provide
the hearings schedule. Newsletter #3 will be prepared mid-point between #4 and #2
(Preferred Plan), to report on progress with the various planning documents.
B. Final EC3 Meeting. This will be a short celebratory meeting, where hearing drafts of all of
the documents will be available for EC3 review. This meeting could also be noticed a~ a
Planning Commission meeting, so Commissioners have an opportunity to be briefed on lhe
salient components of the various documents, as the process moves into hearings. A
community open house (see sub-task below) will follow the meeting.
C. Conduct Community Open House. Following a short presentation (immediately following
the EC3 meeting, in the same room) that provides an overview and hearing dates, a
community "open house" will be held, where copies of all documents will be available for
community review, and community members will be invited to ask questions and offer
comments at stations.
D. Adoption Hearings. Planning Commission and City Council must consider adoption of the
new General Plan, Zoning Ordinance, LCP, master, specific, and area plan updates, and
certification of the Final EIR, in public hearings, following the public review period.
Presentation materials for the hearings will be prepared. It is suggested that the first of these
hearings be a joint meeting of the Planning Commission and the City Council. This work
program anticipates two Planning Commission and two City Council hearings will be held.
E. Coastal Commission Hearings. D&B will attend two Coastal Commission hearings on the
LCP, and attend one preparatory meeting with Coastal Commission staff.
F. Adopted General Plan, Zoning Ordinance, LCP, and Master, Specific and Area Plans.
Adopted versions of these documents will be prepared, based on exact adopted map and text
changes.
G. Final Data Transfer. D&B will provide the City final GIS shape files for drawings prepared
in GIS, compatible with City GIS specs, especially parcel-based zoning and General Plan
Land Use and LCP policy maps. Final adoption file versions will be transmitted to the City ·
via CD, containing PDFs approrriate for printing, web publication, and distribution by CD
copies, and all of the final files will also be provided in their original, editable form,
compatible with City software.
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Envision Carlsbad Phase 2: Work Program
Approved by City Council July 27, 2010
H. Web-enabled General Plan and Zoning Ordinance (optional). The General Plan, as well
as other documents, will be designed to provide easy navigation, in hardcopy, and
electronically on the Internet. A PDF document will be designed and prepared with text,
images, and graphics for both print and web use. The document will be fully indexed, and
searchable and hyperlinked through a table of contents and index of topics.
• Custom Mapping. A dynamic web-based mapping product will be prepared through
ArcIMS, that allows users to create custom maps, by managing data layers and searching
addresses from any standard web browser.
• Web-Based General Plan and Zoning Ordinance. Fully HTML coded General Plan and
Zoning Ordinance, to enable these to be used in an accessible manner on the Internet will
be prepared. Hyperlinks between the tables of content and the documents will be
established. Map and policy links wilf be established, which would require collating
policies that apply to certain areas (such as open space protected areas) and linking these
to a map. We would need to comb through and collate all General Plan policies that have
a spatial attribute and link them back to the maps. With the Zoning Ordinance, the zoning
text and map will be integrated. Search and tab capabilities will be included. "
Meetings: EC3 (final meeting)
Community Open House on Hearing Drafts
Planning Commission Hearings (2)
City Council Hearings (2)
Meetings with Coastal Commission Staff
Coastal Commission Hearings (2)
Products: Newsletter 3 and 4
Adopted General Plan, LCP, Zoning Ordinance, and Associated Maps
Adopted Updated Master, Specific and Area Plans
Final GJSfiles
Web-enabled General Plan and Zoning Ordinance (optional)
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Envision Carlsbad Phase 2: Work Program
Approved by City Council July 27, 2010
The schedule proposed for Phase 2 is presented in a flow chart below on the following page. Key
products and meetings are also shown. We propose a 26-month schedule leading to public review
drafts of all products, with an additional 2.5 months for 45-day public review of the Draft EIR,
and preparation of the Final EIR. Thus, adoption hearings can commence after month 29; this
means that if the project commences August 2010, the Final EIR will be completed January 2013,
· enabling hearings to commence by February 2013. Assuming two to four months of Planning
· Commission, Coastal Commission, and City Council hearings, this represents a 30-to 32-month
schedule leading to adoption of all documents. The EC3's last meeting would be October or
November 2012.
While the schedule can be tightened, given the volume of documents, number of reviewing
bodies, and community outreach, a schedule that is more aggressive may not provide adequ~te
time for informed discussion. With that stated, we believe this proposed schedule balances time
requirements for thorough analysis and public input opportunities with City needs for timely
project completion, and will enable EC3 to stay involved, interested, and supportive of the
various components of the project. We can, however, modify the schedule to meet City goals and
work around staff or decision-maker time constraints.
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This page intentionally left blank.
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Envision Carlsbad Phase 2 Master Schedule
City of Carlsbad Gf)nernl Plan, LCP, and Zoning Ordinance Update
Tasks
Existing Conditions and
Issues Exploration
2 Plan and Policy
Alternatives
3 Preferred Plan
4 Draft General Plan
5 Housing Element
6 Draft LCP
7 Master, Specific, a nd
Other Area Plans Update
8 Zoning Ordimmce
Update
9 Environmental Review
10 Hearings and
Adoption
DYETT & BHATIA
Urban 211d R.?&lonAI Pl1,1ncr1
I Issues in Depth 11 Choices; Tredeoffs. end Key Decisions 11 Draft Products 11 Final Products J
I 2011 2013 I .'t110 12011
I Aug. Sept. Oct. Nov. Dec. , Jan. Feb. Mar. Afx. May June July Aug. Sept Oct. Nov.. Dec. I Jan. Feb. Mar. Apr. May June July Aug. Sepl Oct. NOY. Dec. : Jan. Feb. Mar. Apr. May JU11e July Aug
~E
. . -I : I i i : I : 1·: I : I : I : . . . .. 8,:JG,a0_~8;:·,• . · ·· : : : I : I : I : I : I i I i I 1 Wotb'ngP1p,rs:
Sustain1bilily 14 General Plan Outline
-t--:-~ ~·~1~ . . . . . .
I , I,] ... 1--. --:· ' ~---.. ' . . . . . ' . . . . . ' ' . ' . . . . . . . . . . . . . .
l-t-1 -: I : ---:--:-•-, . .
~-
. . . . . 11· 1 . I . t· -+--+-___,;__ :--+--~-.--+--!-·f-. . . . . . . . . . . . . . ' . . . . . . . . . . . . . . . . .
; i · ~ l : : :
' ; ! i -. : :
:._:_. :.--~~-.;. I l . I \a;;.:-7::;:;;a-~.,__-==aiz&-:i l : ·i '
,-1 ~llllJ.?"~ ..... ..,...-?~IJ!.-'~ --: -· -!---r --'-
Tht Loni Economy, Business Diversity,
and Tourism
J Open Space and tht N1tur1I Envi<onment.
Access to A1c1eation and Active, Hukhy
Ufest)'te:s
1S Admin Drah General P1an
1' Or,h Gtnc11I P1an . -... " ............... .
17 Admin Orah Housing Bement
11 HCO Review Oraft Housing
O.ment
19 Memo o~ .. Si~;;c ind 4 History, the Arts. Cuftur1I ResourcH, Hit;lh
Oudty Edut1tion, Conununi(y Services . Organintional Oplion,
5 WC 1lking: ~ikinG, Pubic Transparutton. •nd 20 LCP Annotated Outline
onnectMty
, Sm•• Town fee-I. Beach Coffln'IUMy 21 LCP lend Use Plan
Ch1r1c1e1, Connectedness, Neighborhood 1.1 LCP lmplement11ion Plan
Revit1li.t1tion, Community Design, Livabir,ty ~ ~C~. f~_r_f~.!.Sl-'.!.~~~.'!lis~!~ ..
7 Memo on Key Resutts of Banio Wo,kshops 24 Updated Specific/Arn PLuu i" p~~,;;~;;; A~·;;~~l~;· pj;~~-..... __ ...... _ iooing O,di~~n~,;·· .. -...... ..
rl-H ; I ~ ; I H±H ±:±=h--r---+-'-1---+---t 1-+---11 Mr<n•liv• Pfons R~po,t ~ (m)_ 8~ .+;\•l.' '{J~}~C:"· .~8 ;,,, •-~• lm),1 $, •. 11 Pre(orrtd Plan
". !1'.t f/.,· :t.• ~}-:_.; ,;_: ··,,•-:-,;:·~ :J..'I' ·:>-.-· --RepononCommunitySurny J
, fiscol Model 25 Summary of Issues from
St1kthotder Interviews
z, Module 1
-,-1
: : : 12 GP/LCP/Zoning Integration Struclure
i--~---~--. 13 P,efa1r1d Plan and Key Go1ls/Policlei
?3\',,7;!;
~
. •··-· .. "·'"G'•'!lf,·• ··a~··e···.,,8, .... -.,,· ··r-1 ~-:\t:·· '''i;r,, 19 -~~t •d' 20 . •~~ .U .~. :i,;· 22 ~ .. , ,.,:~._~ ..... · 23 j)•:."•.~•~.,t..r( ~/H~~•-/ > ~# • -/,., _:. f':i.:-•:•'\~ _•-;: •-[ 1-; .f.3 .J ttLL I
,, .:'..6c ,.a_. ,;O,·• .:.f~ .. ;;:,. r;!\1 ,.. ,.V , U ~-_r · · _J___~~c:iJ
17·
27 GP-Zoning Policy Matlix
21 luues and Options Memo
29 Annotated Outline
JO Module 2
31 Module 3
12 Adn11'1 Orah Zoning Ordinance
Jl Orah Zoninv Ordinance
EIR:
34 Notice of Prepa11tion
35 Memo on Scoping Comments
36 EIR Approach & Organization
31 Proitct & Ah«natives
~-'+ · Uescripti011s
,-• •---.--~--, ·1."-...C..-;......c...1.~,::;..'r"'""''r"'--l J.-"";::...'--= 38 lssueSections
.B ,rmi . :' , t$T e-1-
H--
; ; 3! A<fminOEIR
: --: 40 Public Review DEIR rG ·. ;. ·. <fl· .:~tJ~\f;,: 41 f[IR
. ~ :-:-·t --! -r :--~ . ~--,--,--~
C J Consultant Effort •Product ,tj S1okeholder lnleNiew
: ~.·~r< ; l i : : fiil l
Go) Community Wortcshop(
Open House •
l9, EC3 Meeting e Planning Commission/
(Six addiUonaf Housing Comm;sst<>n/
meetings, not City Council/
\ Public Hearing
shown on graphic) Coastal Commission
!Consultant 10 atumd lcn
meelings only) ..__
~ Staff Tochnical Advisory
Committee Meeting
(Consuttant no present>
&Newslcner
Envision Carlsbad Phase 2: Work Program
Approved by City Council July 27, 2010
Appendix: Acronyms and Abbreviations
AB: Assembly Bill GIS: Geographic Information Systems
ALUCP: Airport Land Use Compatibility GP: General Plan
Plan
HC: Housing Commission
CC: City Council
HCD: California Department of Housing
CEQA: California Environmental Quality and Community Development
Act
LCP: Local Coastal Program
CESA: California Endangered Species
Act MPO: Metropolitan Planning
Organization ,,
CIP: Capital Improvement Program
NOP: Notice of Preparation
DEIR: Draft Environmental Impact
Report RHNA: Regional Housing Needs
Allocation
EC3: Envision Carlsbad Citizens'
Committee RTP: Regional Transportation Plan
EIR: Environmental Impact Report SANDAG: San Diego Association of
Governments
FEIR: Final Environmental Impact
Report (also Final EIR) SB: Senate Bill
FESA: Federal Endangered Species Act TAC: (Staff Interdepartmental)
Technical Advisory Committee
GHG: Greenhouse Gas
69
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Urban and Regional Planners
755 Sansome Stre·ec, Suite 400
San Francisco, California 94111
(t) 415 956 4300 ~ 415 956 73 15
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Envision Carlsbad Phase 2 Scope Errata
Changes from the July 15 version of the work program are indicated in the text below using
underline for new insertions and strikeeHt for new deletions.
COMMUNITY AND DECISION MAKER INVOLVEMENT
PAGE 6:
In the 29 months leading up to the Planning Commission and City Council hearings, the EC3 will
meet approximately 25 times-----M.12 of these meetings are shown on the graphic schedules ...
while the remaining fttl'le-six provide flexibility ...
PAGE 8:
l'ellewing the presentatien ef eael.gra1md wef!,ing papeFS in Task I ,Although Task I will mostly
consist of background technical work, in late 2010/early 201 I, prior to the completion of
Working Paper 6, one or two workshops will be held to gain specific input on existing conditions
and planning issues for the Barrio neighborhood (one workshop will involve the consultant and is
reflected in the scope; a second as necessary would be run by City stafQ. Task 2 will kick off
with tw&-workshops for stakeholders from the development and housing communities to give
input on land use and policy direction feeding into the General Plan and the Housing Element.
MEETINGS SUMMARY
PAGE 11:
Workshops/ Open Houses EC3 Meetings PCIHC/CC Meetings/Hearings
Task 1
Task2
Task 3
Task4 -·····-·····-······
Task5
Task 6
Task 7
Tasks
Task9 .
Task 10
"""·-····-······--..
·······--·-----. ............
Subtotal Scheduled
Additional Floating
I!!!!! Consultant
Attending
'
1 4§
1 -----l.--;,~'-------+------1 __ ----
4 2 2 -------'-----" -·-···"t""·----
34
-··· --····
2 1 3 _ ..... f ... -
1
1
1 4
1 1
1 1 6
910 4919 17 .
4 96
10 25 10
C
TASK 1: EXISTING CONDITIONS AND ISSUES EXPLORATION
PAGE 15:
New paragraph at bottom to read:
A fifih EC3 meeting and one or two community workshops during this task will focus on the
Barrio neighborhood. and will be timed in order to provide input into the working paper on
neighborhood revitalization. community design. and livability (Working Paper #6).
PAGE 21:
Neighborhood Revitalization/Focus Areas. This analysis will determine Focus
Areas-key revitalization areas, where change/intensification could be expected or
should be explored as part of the General Plan update process, based on a variety of
criteria, including field survey, and GIS-based intensity/valuation analysis. The
consultant team will also work with staff to identify any other existing uses that may
be replaced or intensified due to their economic obsolescence, physical deterioration,
or incompatibility with adjacent uses. A greater level of detail will be explored for
the Barrio neighborhood, in terms of land use intensities as well as design standards,
and one or two community workshops and an EC3 meeting will be dedicated to this
subject (see subtask C, below).
C. Barrio Neighborhood Workshops. {D&B; Staffi In preparation of Working Paper #6,
staff and consultants will engage the Barrio neighborhood in focused outreach to identify
major planning challenges facing the neighborhood. This will occur in the form of one or
two neighborhood workshops. Key results of the workshop(s) will be compiled in memo
form for review and discussion, and will be presented at an EC3 meeting focused on the
Barrio neighborhood.
(;)!. Review and Brainstorm Working Papers Assessment with EC3 a.nd Other
Commissions. The six working papers will be reviewed in four meetings of the EC3.
The EC3 will brainstorm about conclusions and findings, in terms of how these may
shape potential alternatives or policies, rather than critique the papers. A substantial
amount of time will be reserved at each meeting for EC3 discussion and feedback; the
"world cafe" format (small group discussion) may be used for the brainstorming
component, rather than a staff-or consultant-directed meeting. While the primary review
and brainstorming group for the working papers will be the EC3, some papers will be
appropriate for review and discussion by commissions and boards (such as Parks and
Recreation Commission, Historic Preservation Commission). Importantly, these working
papers are discussion tools rather than final documents. No time is budgeted at this stage
for text or layout revision and refinement following discussions by EC3 or commissions.
D!i;_. Technical Advisory Committee Meetings. It is anticipated that the TAC will meet at
least four times to review the working papers before they are finalized.
Meetings: Barrio Neighborhood Community Workshops (one with consultants: a second
staff-led. ifnecessary)
EC3 Meetings (4j)
2
-..
Products:
Boards and Commissions (staff led)
TAC Meetings (4; no consultant participation)
WP #1: Sustainability
WP #2: Local Economy, Business Diversity, and Tourism
WP #3: Open Space and the Natural Environment; Access to Recreation and
Active, Healthy Lifestyles
WP #4: History, the Arts, and Cultural Resources; High Quality Education and
Community Services
WP #5: Walking, Biking, Public Transportation, and Connectivity
WP #6: Small Town Feel, Beach Community Character, and Connectedness;
Neighborhood Revitalization, Community Design, and Livability
Memo on Key Results of Barrio Neighborhood Workshop
TASK 2: PLAN AND POLICY ALTERNATIVES
PAGE 23:
F. Review Preliminary Plans with EC3 (Staff; D&B). The preliminary Alternative Plans
will be reviewed twice with the EC3 in a workshop-like setting, ans rellewing this
meeting, finali;sea.: the first meeting will look at the complete alternatives
comprehensively, while the second meeting will focus on the Barrio neighborhood more
specifically.
PAGE 24:
Meetings: Development Stakeholders Workshop (1)
City Council/Planning Commission Joint Workshop to Brainstorm on
Alternatives
EC3 Workshops (Jl)
TAC Meetings (2)
TASK 3: PREFERRED PLAN
PAGE 28:
New subtask C to read as follows (subsequent subtasks re-number):
C. Barrio Neighborhood Workshop on Alternatives {Optional). If desired, a fifth
workshop will be held focused on getting feedback on alternatives for the Barrio
neighborhood.
TASK 4: DRAFT GENERAL PLAN
PAGE 33:
F. EC3 Meetings. Some policy issues must necessarily be considered and resolved during
the preparation of the General Plan. The EC3 will convene as needed (likely ~
meetings) to provide the project team with planning policy direction. Policies for the
Barrio neighborhood will be discussed by the EC3 as part of the regular meetings or in
one or more meetings specifically devoted to the topic.
3
Meetings:
C
ECJ Meetings (J-1)
TAC Meetings (4)
4
DYETT & BHATIA
& ~ CITY OF
Urban and Regional Planners CARLSBAD
IS
• • •
Table of Contents
1 ! Introduction ............................................................................................................... 3 !
2 ! Team and Roles ........................................................................................................ 4 !
2.1 ! Consultant Team and Roles ............................................................................................. 4 !
2.2 ! City Staff Role ................................................................................................................... 5 !
Interdepartmental Technical Advisory Committee (TAC) ................................................. 5 !
· 3 ! Community and Decision-Maker Involvement ....................................................... 6 !
3.1 ! Decision-Maker Roles and Meetings ................................................................................ 6 !
Envision Carlsbad Citizens' Committee (EC3) ................................................................. 6 !
City Council and Planning Commission ............................................................................. 7 !
Other Commissions, Boards, and Committees ................................................................. 7 !
3.2 ! Community Meetings and Outreach ................................................................................. 7 !
Multifaceted Outreach ....................................................................................................... 8 !
Staff/Consultant Collaboration .......................................................................................... 8 !
Community Workshops and Open Houses ....................................................................... 8 !
Stakeholder Interviews and Agency Consultations ........................................................... 9 !
Neighborhood and Key Group Meetings .......................................................................... 9 !
Newsletters ....................................................................................................................... 9 !
Survey ......................................................................................................................... 10 !
Website ......................................................................................................................... 10 !
EIR Scoping Meeting ...................................................................................................... 10 !
3.3 ! Meetings Summary ......................................................................................................... 11 !
4 ! Scope of Work ......................................................................................................... 12!
TASK 1: Existing Conditions and Issues Exploration ..................................................... 15 !
TASK 2: Plan and Policy Alternatives ............................................................................. 22 !
TASK 3: Preferred Plan .................................................................................................. 25 !
TASK 4:·Draft General Plan ............................................. : ............................................. 28 !
TASK 5: Draft Housing Element ..................................................................................... 33 !
TASK 6: Draft Local Coastal Program ............................................................................ 38 !
TASK 7: Master, Specific, and Other Area Plans Update ............................................. .40 !
TASK 8: Draft Zoning Ordinance Update ................................................................ , ...... 42 !
TASK 9: Environmental Review ..................................................................................... 49 !
TASK 10: ! Hearings and Adoption ................................................................................ 56 !
5 ! Schedule .................................................................................................................. 58 !
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
6 ! Budget ...................................................................................................................... 61 !
Appendix: Acronyms and Abbreviations ................................................................... 67 !
Figures and Tables
Task Summary, Public Participation, and Products Graphic ......................................................... 13
Task 1 Working Papers Summary Graphic ................................................................................... 16
Master Schedule ........................................................................................................................... 59
Budget -Hours by Person by Task ............................................................................................... 63
Budget -Budget by Person by Task ............................................................................................. 65
2
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
1 Introduction
In January 2010, the Carlsbad City Council adopted the Carlsbad Community Vision (Vision).
The Vision represents the community's most important values, priorities, and aspirations for
Carlsbad's future, and is the result of Envision Carlsbad Phase 1. Envision Carlsbad Phase 2 is
the next step toward implementing the Vision. Phase 2 is the focus of this Work Program, and as
described below, consists of a comprehensive update of the Carlsbad General Plan, Local Coastal
Program (LCP), and Zoning Ordinance. A primary objective of Phase 2 is to develop a General
Plan, LCP, and Zoning Ordinance that are innovative, based on sustainability, and are aligned
with the core vaiues of the Vision described below:
Core Value Vision Statement
Small Town Feel, Beach Enhance Carlsbad's defining attributes-its small town feel and beach
Community Character, and community character. Build on the city's culture of civic engagement,
Connectedness volunteerism, and philanthropy.
Open Space and the Prioritize protection and enhancement of open space and the natural
Natural Environment environment. Support and protect Carlsbad's unique open Space and
agricultural heritage.
Access to Recreation and Promote active lifestyles and community health by furthering access to
Active, Healthy Lifestyles trails, parks, beaches, and other recreation opportunities.
The local Economy, Strengthen the city's strong and diverse economy and its position as an
Business Diversity, and employment hub in North San Diego County. Promote business diversity,
Tourism increased specialty retail and dining opportunities, and Carlsbad's
tourism.
Walking, Biking, Public Increase travel options through enhanced walking, bicycling, and public
Transportation, and transportation systems. Enhance mobility through increased connectivity
Connectivity and intelligent transportation management.
Sustainability Build on the City's sustainability initiatives to emerge as a leader in green
development and sustainability. Pursue public/private partnerships,
particularly on sustainable water, energy, recycling, and foods.
History, the Arts, and Emphasize the arts by promoting a multitude of events and productions
Cultural Resources year-round, cutting-edge venues to host world-class performances, and
celebrate Carlsbad's cultural heritage in dedicated facilities and programs.
High Quality Education and Support quality, comprehensive education and life-long learning
Community Services opportunities, provide housing and community services for a changing
population, and maintain a high standard for citywide public safety.
Neighborhood Revitalize neighborhoods and enhance citywide community design and
Revitalization, Community livability. Promote a greater mix of uses citywide, more activities along the
Design, and Livability coastline, and link density to public transportation. Revitalize the Village
as a community focal point and a unique and memorable center for
visitors, and rejuvenate the historic Barrio neighborhood.
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
2 Team and Roles
The team brings the experience and knowledge needed to accomplish Envision Carlsbad Phase 2.
2.1 Consultant Team and Roles
Consultant team and roles shall be as follows:
•
Dyett & Bhatia, Urban and Regional Planners (D&B) -Planning and Consultant
Project Management. D&B and City staff will work together to lead all aspects of the
preparation of the assignment. D&B will manage preparation of background research,
alternatives, as well as the General Plan (including the Housing Element). D&B will
review, coordinate, and edit work of the sub-consultants, and ensure that all work
products are seamlessly integrated. D&B will also have responsibility for the preparation
of the LCP and the Zoning Ordinance, and will manage and coordinate the
Environmental Impact Report (EIR).
Dudek -Environmental Consultants. Dudek will take the lead on preparing the
background information on the environmental technical topics, including biological
resources, air quality, energy, climate change, hydrology and water quality,
hazards/hazardous materials, noise, and geology, soils, and mineral resources. Dudek will
also lead research and analysis for cultural and historic resources.
Fehr & Peers (F &P) -Transportation Consultants.F&P will work on transportation
analysis and will develop a circulation system that is, green, clean, and integrated with
land use; balances needs of autos, public transportation, bikes, and pedestrians; is
consistent with desired neighborhood character; and addresses the community's
connectivity needs expressed in the Vision. F&P will also coordinate with SANDAG on
traffic modeling and align the transportation analysis with the most current McClellan-
Palomar Airport Land Use Compatibility Plan.
Rosenow Spevacek Group, Inc. (RSG) -Economic and Fiscal Consultants.RSG will
provide the background working paper on economic opportunities that will include
analysis of long-term land use demand, focusing on key land uses and opportunity sites;
prepare a fiscal model and evaluate impacts of land use alternatives on the City's General
Fund; and prepare the economic prosperity strategy for the General Plan that is consistent
with the economic objectives of the Vision.
BW Research Partnership, Inc. (BWR) -Public Opinion Surveyors.BWR will
conduct a public opinion survey on land use and transportation alternatives developed for
the General Plan update.
In addition, our scope provides for the addition of a facilitator for focused involvement for
specific community workshops. Consultants and staff will work with input provided by the EC3;
final drafts of a number of work products that will be adopted/certified by the City Council
(General Plan, Local Coastal Program, EIR, and Master/Specific Area Plan amendments) will be
reviewed by the EC3, prior to review by the Planning Commission or City Council.
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2.2 City Staff Role
Envision Carlsbad Phase 2: Work Program
July 15, 2010
The project will be a partnership between City staff, EC3, and the consultant team. The
complementary skills and knowledge of staff and planning consultants will result in a process that
is efficient and a General Plan, LCP and Zoning Ordinance that are effective. City staff will
provide baseline information on land use, development projects, public facilities, and other
resources. City staff will carefully review all work products, and provide unified direction to the
consultant. Staff will also coordinate with the EC3, City Council, and Planning Commission, as
well as other boards and commissions, and take the lead in making presentations to these bodies .
. City staff will also have lead responsibility for preparing aU master, specific, and area plan
amendments.
City staff will also lead community outreach (with consultant support as needed), including
managing EC3 meetings, maintaining liaison with neighborhood and other interest groups,
organizing community workshops and briefings, conducting stakeholder outreach, and
coordinating with surrounding jurisdictions.
INTERDEPARTMENTAL TECHNICAL ADVISORY COMMITTEE (TAC)
A staff Interdepartmental Technical Advisory Committee (TAC) will advise on the technical
aspects of the preparation of the General Plan, LCP, and Zoning Ordinance. Consultants will not
attend these meetings, unless requested to do so. TAC meetings will occur at several stages, as
indicated in the Scope of Work (Section 3 of this Work Program); additional meetings may be
incorporated as work progresses. While this work program does not specify which or how many
staff should be included on the TAC, its members should offer expertise in all facets of
community development, from recreation to safety, from economics to public works. The TAC
will thus work together cooperatively to provide the critical, realistic perspective of active users
and.enforcers of citywide plans, guidelines, and regulations.
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
3 Community and Decision-Maker
Involvement
At the outset of the process, City staff will develop a Phase 2 Communications Plan that will
establish finner dates for the various public/decision-maker participation activities, and more
clearly delineate consultant and City staff roles particularly in regard to distributed outreach
materials (mailings, web, etc). The anticipated public and decision-maker participation activities ·
are illustrated in detail in the Task Summary graphic (page 13) and the Phase 2 Schedule graphic
(page 59), and are described throughout the text of Chapter 4: Scope of Work. Public and
decision-maker participation activities will be refined with EC3 input, and as the process moves
forward. A summary description of community participation activities is provided below.
3.1 Decision-Maker Roles and Meetings
ENVISION CARLSBAD CITIZENS' COMMITTEE (EC3)
The EC3 will continue to be a principal body that will shepherd the Phase 2 process. It will
provide leadership; review City staff and consultant research and technical analyses; and in
hands-on, interactive workshop-style meetings, provide direction on General Plan policies, and
guide development of alternatives and a Preferred Plan (for the· General Plan). The EC3 will focus
on input, review, and "buy-in" to carry out the Vision, rather than deliberating in detail on precise
policy and program wording. EC3 members will also serve as conduits to their respective
constituencies, informing them about the Phase 2 program and how the public can participate,
distributing workshop flyers and other information about Phase 2, and encouraging participation
in the process.
The EC3's role will largely focus on development of the General Plan in alignment with the
Vision. The policies developed in the General Plan will guide development of the Local Coastal
Program and the Zoning Ordinance. The EC3 role in the Zoning Ordinance update consists of an
early workshop on zoning issues and options, while their role in the Local Coastal Program
update consists of a review of the administrative draft LCP before it goes to the public and the
Coastal Commission. The Planning Commission will generally serve as the sounding board for
more technical zoning issues.
The EC3 will meet an average of once a month, with the exception of holiday periods, although
the EC3 may meet twice in close sequence when the Preferred Plan is being compiled. The EC3
role will be complete when City Council has adopted the General Plan, Local Coastal Program,
and Zoning Ordinance. In the 29months leading up to the Planning Commission and City Council
hearings, the EC3 will meet approximately 25 times-16 of these meetings are shown on the
graphic schedules (in chapters 4 and 5 of this Work Program), while the remaining nineprovide
flexibility for additional meetings as needed. To ensure that the project stays on schedule, if the
EC3 is unable to conclude a planned agenda for a meeting, additional meeting(s) may need to be
scheduled rather than waiting for the next regularly scheduled meeting.
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
CITY COUNCIL AND PLANNING COMMISSION
The City Council and the Planning Commission will be active participa~ts and provide direction
at all key stages of the process. Rather than simply reviewing finished products, the work
sequence is structured such that as background research is completed, or as public input on
alternatives is gathered and synthesized, the City Council and/or the Planning Commission will
review this information and provide broad direction to the EC3 and the project team. Decision-
makers will also be involved in reviewing key policy proposals. Ultimately, public hearings will
be held for Commission recommendation and Council adoption of the General Plan, Local
Coastal Program, and Zoning Ordinance, and certification of the Environmental Impact Report.
It is anticipated that the City Council and the Planning Commission will meet about 10-12 times
before the public hearings.The consultant will participate in six of these meetings, and there may
be additional periodic briefings by staff. One of thesemeetings will be a Housing Commission
meeting for the Housing Element. The Planning Commission will be directly involved in the
Zoning Ordinance update, reviewing key issues and proposals, and interim drafts which will be
provided to them in four or five sections. The Scope of Work also includes consultant attendance
at fourpublic hearings for adoption of the documents; these four may be with Planning
Commission, City Council, and/or Coastal Commission. Overall, the consultant will
attendtenCommission/Council meetings/hearings; additional meetings/hearingswill be attended
by staff.
OTHER COMMISSIONS, BOARDS, AND COMMITTEES
Because the General Plan touches upon all aspects of City operations, other commissions, boards,
and committees will be involved in the process of preparing the General Plan, Local Coastal
Program and Zoning Ordinance; particularly in regard to topics that are closely related to their
roles-for example, the Historic Preservation and the Arts commissions will be involved in
development of the History, Arts, and Cultural Resources Element of the General Plan. City staff
will directly lead coordination with these commissions and boards; the consultant will be present
for a limited number of these meetings.
3.2 Community Meetings and Outreach
The extensive community outreach that occurred during Envision Carlsbad Phase I established a
firm foundation for moving forward with Phase 2. As a brief recap, Phase 1 outreach obtained
input from over 7,000 households by mail-in survey, over 265 community members by public
workshop, and 81 different organizations by stakeholder interview, organizations representing,
but not limited to, biotech, real estate, hospitality, manufacturing, lagoon preservation, libraries,
medical centers, and sports leagues. During Phase 2, the outreach program will keep these
contributors involved in the process, and seek input from those who have yet to become involved.
One of the primary objectives of outreach in Phase 2 will be to gain community input on the
alternatives for a Preferred Plan, such as desired land uses, mixes, and development intensities in
different parts of the city, and transportation priorities. Additional focused outreach will be
conducted specific to the Housing Element, Zoning Ordinance, and Environmental Review, in the
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
form of forums, workshops, or open houses. Finally, community members will be invited to all
public meetings and hearings.
MULTIFACETED OUTREACH
The Phase 2 community outreach program will be multi-faceted, including community
workshops, open houses, stakeholder meetings, and neighborhood and key group meetings.
Additionally, a community survey on alternative plans will be prepared, and newsletters will be
prepared to keep the community informed. The website will be actively maintained, and all
materials will be accessible through the web. Periodic emails will be sent to update community
members on Phase 2 progress. In addition, use of Facebook (such as an Envision Carlsbad Fan
Club group) or other online public forum will be explored in lieu of or in addition to emails. Staff
will also consider whether it would be helpful to televise EC3 meetings or include them in
webcasts to provide more opportunity for community members to stay in touch with the process.
STAFF/CONSULTANT COLLABORATION
We have proposed elements of a community participation program consistent with our
community outreach conducted for Phase 1, as well as our experience preparing General Plan
updates, Zoning Ordinances, Housing Elements, and other similar documents for other
communities. To ensure cost effectiveness and to maintain and enhance staff-community
connections throughout the process, the outreach program will be directed by staff, with
consultant participation primarily at EC3 meetings, key Planning Commission/City Council
meetings, and major workshops and open houses.
COMMUNITY WORKSHOPS AND OPEN HOUSES
Following the presentation of background working papers in Task 1, Task 2 will kick off with
oneworkshops for stakeholders from the development community to give input on land use and
policy direction feeding into the General Plan. In Task 3, General Plan and policy alternatives
(provided in an Alternatives Report prepared at the conclusion of Task 2) will be brainstormed
with the entire community in a round of four workshops that will focus on the land use and policy
options related to the Vision and to other important issues or areas of significant change or
controversy. The Alternatives report will be made available to the public online at least twoweeks
prior to the workshops so that the public can review it. This feedback will inform preparation of
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
the Preferred Plan (Task 3). In addition, a stakeholders' session will be held at the outset of the
Housing Element Update process, and an open house will be held specifically for the element
when it is completed. During Task 10, public hearings on the General Plan, Housing Element,
LCP, and Zoning Ordinance will all be preceded by a single, comprehensive open house
coinciding with the last EC3 meeting, where information will be arranged in "stations" (each
focusing on a Vision core value, for example) where community members can review material,
query planners, and provide input. The budget assumes oneadditional "floating" public
workshop/open house will be needed, to be scheduled as additional community engagement
needs are identified.
STAKEHOLDER INTERVIEWS AND AGENCY CONSUL TA TIO NS
Phase 2 stakeholder interviews, agency consultation meetings, and stakeholder forums will begin ·
as early as October 2010, undertaken for Task 2/5 (housing and development communities), Task
6 (Draft LCP), Task 7 (Master, Specific, and Area Plans Update), and Task 8 (Zoning Ordinance
Update). An important aspect of the consultation process is to develop a comprehensive
consultation list that includes neighboring jurisdictions, regional agencies such as SANDAG and
the Airport Authority, state agencies such as Caltrans and the Coastal Commission, and inter-
jurisdictional groups such as school districts. In addition, we will ensure that the requirements of
SB 18 are met by consulting with Native American tribes from the beginning of the process.
The consultant team will be involved in conducting the stakeholder workshops/meetings for the
development community/Housing Element and the Zoning Ordinance, and will also participate in
one face-to-face meeting with California Coastal Commission staff (not indicated on the
graphics). Other stakeholder outreach will be conducted by staff, including follow-up
consultation meetings with the Coastal Commission as necessary to ensure their active
involvement and productive input on the project.
NEIGHBORHOOD AND KEY GROUP MEETINGS
As the Draft General Plan is developed, meetings focused on specific topics may be held. These
may be in the form of meetings with key constituencies, or on specific policy topics. These
meetings may be held in conjunction with other forums to energize participants, such as Chamber
of Commerce meetings, other City commission meetings, Palomar Airport Advisory Committee
meetings, lagoon group meetings, the Carlsbad Village Association meetings, School District
meetings, Imagine Carlsbad meetings, etc. A table may be set up at the farmers' market, street
fairs, and other community events as another way to reach the public on their own ground.
Neighborhood Briefings/Key Group Meetings are not shown on the schedule graphic, but may be
added as the schedule and participation program are refined. These will primarily be staff-led
efforts, with consultant team participation defined by the effort shown on the budget.
NEWSLETTERS
Newsletters will be prepared periodically to keep community members apprised of the status of
the process, major milestones, emerging ideas, as well as to announce upcoming opportunities for
participation. Examples of possible newsletter themes include announcement of the start of Phase
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
2, Alternative Plans (workshops announcement), Draft General Plan and Housing Element (Open
House announcement), Zoning Ordinance, and Environmental Review (EIR public hearing
announcement). The newsletter on alternatives could also include the survey.The newsletters will
be designed by the City communications office, using content ·(text, drawings, map figures, etc.)
and design input provided by the D&B team.
SURVEY
A survey is assumed to be included in Phase 2 for the purposes of gathering broad community
feedback on potential land use and policy alternatives developed in Task 2, and to be _refined in
Task 3. The Scope of Work provides several options for this effort.
WEBSITE
Similar to the website role in Phase 1, in Phase 2 it will continue to serve as an engaging outreach
forum and repository of information, including technical reports and documents, outreach
materials (such as forum presentations and EC3 meeting presentations), and results of the survey
and community workshops. The project e-mail list will be maintained and updated, and a
Facebook fan club and/or other interactive forums will be explored as a tool to broaden outreach.
The website will continue to be staff-maintained.
EIR SCOPING MEETING
A public scoping meeting on the EIR will be held (Task 9), and community members and
agencies will be able to provide comments on the Draft EIR during the public review period. This
meeting appears as the eighth scheduled community workshop/open house on the diagrams. A
Planning Commission meeting could also be held during public review to collect oral comments.
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3.3 Meetings Summary
Envision Carlsbad Phase 2: Work Program
July 15, 2010
The table below summarizes the number and distribution of workshops/open houses, EC3
meetings, and Planning Commission/City Council meetings anticipated to be attended by Dyett
and Bhatia in this scope of work. Meetings that will occur during Phase 2, which are not indicated
in this table, include stakeholder interviews/meetings to be conducted in Tasks 7 and 8, Technical
Advisory Committee meetings, and other meetings not planned to be attended by Dyett and
Bhatia.
Workshops/ Open Houses EC3 Meetings PC/HCICC Meetings/Hearings
Task 1 4
Task 2 1 2 1
Task 3 4 2 2
Task4 3
Task 5 2 1 3
Task 6 1
Task 7 1
Task 8 1 4
Task 9 1 1
Task 10 1 1 6
Subtotal Scheduled 9 16 17
Additional Floating 1 9
Consultant Attending 10 25 10
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
4 Scope of Work
The following describes the scope of work for Phase 2 of the Envision Carlsbad process. Key
meetings and products are also listed. The text and Task Summary graphic (next page) show the
relationship between key meetings (EC3, TAC, community, and decision-makers) and products.
In Chapter 4: Schedule, a schedule graphic shows the anticipated timeline of tasks, products, and
meetings. The Scope of work and proposed products directly build on Phase 1 work efforts.
The task-by-task descriptions that follow present the approach to data collection, alternatives
analysis, policy formulation and preparation of the documents. Each task description includes a
purpose statement at the beginning in italics.
Initials in parentheses following the sub-task heading identify the lead firm for each sub-task:
•
D&B Dyett & Bhatia, Urban and Regional Planners
Dudek Dudek, Environmental Consultants
F&P Fehr & Peers, Transportation Consultants
RSG Rosenow Spevacek Group, Inc., Economic and Fiscal Consultants
BWR BW Research Partnership, Inc., Public Opinion Surveyors
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Envision Carlsbad Phase 2 Task Summary, Public Participation, and Products
City of Carlsbad General Plan, LCP, and Zoning Ordinance Update
Summary:
Meetings:
EC31
Public2
Task 1
Existing Conditions and
Issues Exploration
Detailed research and
technical data gathering
corresponding t.o the
subject matter addressed
by the vision core values
will be conducted and
assembled in the form of
working papers. Working
papers will be presented
and discussed during a
series of topic-specific EC3
working sessions.
• • • • Working Papen Review
Task2
Plan and Policy
Alternatives
Ideas regarding applying
the Vision to existing
conditions will be
translated into alternative
land use and transporta-
tion pums for consider-
ation and discussion by the
EC3 and the public.
•• Brainstorming
on Alternatives -~
Task3
Preferred
Plan
A Preferred Plan will be
developed and refined in
collaboration with the
community and decision-
makers, indudingfour
community workshops.
Much of the focus of
choosing a Preferred Plan
will revolve around
satisfying the Vision core
values and achieving a
balanced mix of land uses
based on identified need.
Key policies will be defined.
Choices and tradeo.ffs will be
discussed regarding the
integmtion of the General
Plan, LCP. Zoning, and
Specific and Master Plans. • • Preferred Polley
Plan Review
Task4
Draft General
Plan
The Preferred Land Use
Plan and Key Policies will
be combined and
expanded into a Draft
General Plan. General
Plan chapters are likely to
closely correspond with the
Vision core values.
•••
···········•·································
~
Task 5
Housing
Element
In this task, the Carlsbad
Housing Element will be
updated in conjunction
with the update of the rest
of the General Plan, to
ensure information and
policies are fully integrated
and consistent.
•
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Houaing Community
Task6
Draft Local
Coastal Program
The Draft Local Coastal
Program (LCP) will be
prepared. Rather than
duplicating information,
the LCP will be designed
primarily as a tool for
navigating the General
Plan and the Zoning
Ordinance in order to find
all the necessary
components of the LCP.
•
Task 7
Master Specific, and
Other Area Plans Update
In this task, existing
specific/ area plans will be
evaluated for consistency
with the updated General
Plan, LCP, and Zoning
Ordinance. Based on this
evaluation, they will be
either amended to be
consistent with or
consolidated into the
updated General Plan, LCP,
and Zoning Ordinance, or
eliminated if unnecessary.
•
Task8
Zoning Ordinance
Update
The Carlsbad Zoning
Ordinance (Title 21 of the
Municipal Code) will be
updated to reflect the new
General Plan, and ensure
consistency with current
practices and state and
federal law. It also includes
increasing the clarity and
integration of LCP
components of the Zoning
Ordinance, and developing
new tools for navigation of
the ordinance (including
web approaches).
•
Task9
Environmental
Review
A comprehensive program
Environmental Impact
Report (EIR) will be
prepared. The EIR will fulfill
CEQA requirements for the
updated General Plan, LCP,
Specific/Area Plan updates,
and Zoning Ordinance.
Impact assessment will be
conducted parallel to Plan
preparation so that
mitigation can be built-in to
the Plan as policies, rather
than added-on as
"mitigation." We will use the
most current CEQA
guidelines for each issue
area, including global
warming and GHGs .
........... ~ ............................................. l~ ............................................... 1 ............................................. .
~ Stakeholder Stakeholder
Task 10
Hearings and
Adoption
Draft documents will be
taken through the hearing
process and undergo
certification (in the case of
the EIR) and adoption (for
planning and zoning
documents).
•
.......
~
Decision
Makers3
Development
Stakeholder Workahop ................. 1 ............................................................ j ..................... • ..................................... -f .............................................. . WorkahOPa Stakeholder Workahop ·····' ·womfi' .......................................... , ...... . op ---............. i ....... !!~':'~S. ..................................... !.Interviews ...... 1 ....... Scoping Open House .. ........ 1 .... . ..... . -PCICC ·+ .......................................................... + ...................... .
Technical
Advisory4
Products:
~~~~ ~i
00GGGG GGG
Working Papers:
1 S~stainability 7 Preliminary Alternative Plans
Z The Local Economy, Business I Fiscal Model
Diversity, and Tourism 9 Alternative Plans Workbook
3 Open Space and the Natural
Environment. Access to
Recreation and Active,
Healthy Lifestyles
4 History, the Arts, Cultural
Resources, High Quality
Education, Community
Services
5 Walking, Biking, Public
Transportation.and
Connectivity
6 Small Town Feel, Beach
Community Character,
Connectedness,
Neighborhood Revitalization,
Community Design, Livability
--PC CC
.......................... 1 .................................................... ..
~ ~~~~
888 1888
10 Report on Comunity Survey
Preferred Plan
11 GP/LCP/Zoning Integration
Structure
1Z Preferred Plan and Key
Goals/Policies
13 General Plan Outline
14 Admin Draft General Plan
15 Draft General Plan
HC PC CC
i ......
88
16 Ad min Draft Housing
Element
17 HCD Review Draft Housing
Element
.. .. ~ ....
~
88888
18 Memo on Structure and
Organizational Options
19 LCP Annotated Outline
20 LCP Land Use Plan
21 LCP Implementation Plan
22 LCP to Coastal Commission
~
8
23 Updated Specific/Area
Plans
-----------PC PC PC PC PC PC PC CC CC Coastal
~ ~
~183333333188888
24 Summary of Issues from
Stakeholder Interviews
25 Module 1
26 GP-Zoning Matrix
27 Issues and Options Memo
28 Annotated Outline
29 Module 2
30 Module 3
31 Ad min Draft Zoning
Ordinance
32 Draft Zoning Ordinance
33 Notice of Preparation
34 Memo on Scoping
Comments
35 EIR Approach &
Organization
36 Draft EIR Project &
Alternatives Descriptions
37 Issues Sections
38 Admin DEIR
39 Public Review DEIR
40 FEIR
41-45 Adopted Documents
1 Nine additional "floating· meetings are budgeted, but are not shown on this graphic.
2 One additional "floating" workshop/open house is budgeted, but is not shown on this graphic.
3 Consultant to attend ten meetings only.
4 Consultant not present.
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
TASK 1: EXISTING CONDITIONS AND ISSUES EXPLORATION
The objective of this task will be to conduct an initial introductory meeting of City staff and all
team members, and obtain and compile focused information on existing conditions, issues, and
opportunities in Carlsbad, structured on the Vision core values, and building on the opportunities
and constraints analysis initiated during Phase 1. Examples of issues and opportunities that may
be reviewed during this task include those associated with the Barrio area, Plaza Camino Real,
Quarry Creek, smart growth areas, the power plant, airport, housing, habitat protection,
business and economy, sustainability, community character, transportation, connectivity,
recreation, leveraging coastal assets, etc.
This analysis will be presented as a series of working papers. The working papers will be
organized according to Vision core values, such that the nine core values will be covered in a
series of six working papers, discussed with the EC3 over the course of four,meetings (one paper
each at two meetings and two papers each at the remaining two; see graphic below).
The working papers will summarize existing conditions in Carlsbad with regard to a wide range
of subject matter affecting physical development, including land use and population distribution
and growth trends; economy and employment; community character; urban design;
transportation systems; parks and open space; historic, arts, and cultural resources; community
services; natural resources; sustainability; and safety considerations. The working papers are
meant to provide background information to help EC3 and decision-makers engage in dialogue
about policy issues and directions. The information collected will form the existing conditions for
the General Plan Update and provide a framework for the preparation of land use alternatives
and focused policy directives (Task 2) that align with the Vision. For several topics, this
background assessment will contribute_ to the "setting" for the Environmental Impact Report in
Task 9, although the EJR may contain more detail than may be compiled at this stage.
These working papers will draw upon recent studies and existing environmental assessments,
while for some topics new information will be compiled. Working papers will provide discussion
of the local, state, and federal legislative and judicial landscape relevant to each of the core
values. This would include (but not be limited to) subjects such as climate change and greenhouse
gas reduction mandates (SB375 and AB32), environmental protections (CESA, FESA, Coastal
Act, Clean Air Act, Clean Water Act), telecommunications, airports (ALUCP), energy (power
plant), water reuse and conservation, and more.
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
Vision Core Value
-"small Town Feet, Beach Com,riunity Charac~er, ,,,
and Con~!!cted'nesl\ ~;1 , , ~ :, ", '
Neighborhood Revit~lization, Community Design,
and Livability ·
Working Paper EC3 Meeting
Each working paper will be concise, visually rich, and clearly written so that it can be easily
understood by the public, relevant committees, and elected officials. Each paper will be a stand-
alone document, though D&B will prepare a simple, common style template for all the papers to
follow, A series of computer-based maps will be prepared and included with the working papers
to spur discussion. For each core value or group of core values, working papers will present:
Background data and information on Carlsbad today;
Analysis of existing conditions as either obstacles or facilitators of Vision core values;
and
Key issues and implications that require policy deliberation. These will provide a
structure for EC3 discussion.
City Staff Role: City staff will actively part1c1pate in preparing and presenting the working
papers. For each working paper, consultant team members will consult with responsible City staff
members in addition to those in Community and Economic Development (such as those dealing
with parks and open space, transportation, and public facilities) to gather data, and identify and
explore key issues. City staff members will be involved in providing information to consultants,
reviewing products, participating side-by-side with consulting team members in making or
leading presentations to EC3, and presenting and reviewing the papers with commissions such as
Parks and Recreation. It should be noted that the working papers are interim documents meant to
stimulate thought and discussion, rather than to be adopted or endorsed. This work program does
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July 15, 2010
not include rounds of revision for working papers, but rather, the input from EC3 regarding each
working paper will be channeled directly into later work program tasks (such as drafting plan and
policy alternatives).
A. Kick-off Meeting with City Staff (D&B, Team). Because several team-members will be
new to the project, an initial meeting of consulting team and team members from staff will be
held to review work to date, key issues, and aspirations for the project. At these meetings, any
new data sources will be identified, roles and responsibilities will be clarified,
communication protocols will be established, and work program clarifications will be
discussed.
City staff will also provide the team with an overview of existing plans and programs,
pipeline development, major opportunities, and issues. Additional information will be
assembled, including water, sewer, transportation and other facility plans, existing land use,
and details on the status of proposed and approved development projects, and sources of
information on evolving local, state, and federal mandates. All new team members will be
provided copies of products from Phase 1, as well as detailed stakeholder meeting notes
pertinent to their roles.
B. Prepare Working Papers (D&B, Team). Working papers will be as follows:
•
•
WP #1: Sustainability (D&B, Dudek). D&B will lead preparation of the Sustainability
Working Paper, which will provide: a discussion about defining sustainability in a way
that is meaningful for Carlsbad; a summary of sustainability priorities expressed in the
Vision (e.g. energy, food, water, etc.); a review of current city and county activities and
programs related to sustainability ( e.g. current regulations, programs, funding streams,
business incentives, government investments, planning efforts and documents, etc.); a
review of existing statewide legislative context for sustainability efforts; and a
comparison of the Community Vision statement and direction with existing efforts to
highlight opportunities for future activities. Dudek will summarize the greenhouse gases
and climate change context, existing city inventory resources and efforts, and
opportunities for achieving progress toward statewide AB 32 and SB 375 goals.
WP #2: Local Economy, Business Diversity, and Tourism (RSG).RSG will assemble,
organize, and concisely summarize historic demographics, economic, and real estate
market information about the city, and prepare future projections by land use based on
reasonably foreseeable trends. These data will include information from the US Census,
the City-level details in SANDAG projections, as well as secondary data sources. A
resource for this paper may be the City's Sales Tax Leakage Report, which is updated
quarterly; it identifies where the city is losing sales tax in comparison to neighboring
cities, on a per capita basis. This will be a high level market analysis: it will represent a
critical examination of future demand for land uses, designed to answer specific policy
questions that have land use planning and fiscal implications for the City. This may
include: likely future demand for retail by type; future projections for industrial/business
park uses (which form a substantial portion of the City's employment core); demand for
office and hotel uses; as well as feasibility of various land uses and mixes for key infill
opportunity sites. For residential uses, information on housing projections by SANDAG
will be presented. An additional area of emphasis will be on understanding housing
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•
•
•
demand by different product types (single family vs. multifamily) and cost, resulting
from aging population, changing household composition and income levels, as well as the
City's desire for infill development and increased population in key areas, such as the
Village. For retail uses, this analysis will recognize the community's desire for increased
access to neighborhood retail uses as expressed in the Vision, in additional to long-range
fiscal considerations. It should be noted that this working paper will deal with quantities
of jobs and housing units; the resulting land use needs may differ based on policy
decisions relating to extent of land uses and development intensities, which will be
explored as part of the land use alternatives (Task 2). The topic of economic
sustainability will also be mentioned as one of the "three E's of sustainability" in WP #1
(environment, economy, equity) and fiscal sustainability for the City will be explored as
part of the fiscal model effort (Task 2).
WP #3: Open Space and the Nat11ral Environment; Access to Recreation and Active,
Healthy Lifestyles (Dudek, D&B). This working paper will reflect two core values-
Open Space and the Natural Environment; and Access to Recreation and Active, Healthy
Lifestyles. Carlsbad has a wealth of natural resources that are an integral part of the city's
character and quality of life. A comprehensive understanding of the locations and extent
of these resources, their local and regional importance, and potential threats to them is
essential to development of land use planning decisions, and policies for their protection.
Similarly, open space and natural resources, and their management, is integral to
residents' ability to achieve active, healthy lifestyles. This working paper will build on
the materials gathered by D&B during Phase 1 to describe existing natural and
recreational resources in the city and policy implications that should be discussed by the
EC3 in preparation for developing land use and policy alternatives for the General Plan.
Important resources for this working paper include the Habitat Management Plan (HMP)
and storrnwater management staff.
WP #4: History, the Arts, and Cult11ral Resources; High Quality Education and
Community Services (Dudek, D&B). D&B and Dudek will partner on this working
paper, with Dudek spearheading the material on history, the arts, and cultural resources,
and D&B leading the research effort to summarize existing community and educational
services. Locations of historic structures will be shown on maps, while archaeological
resources or sacred sites protected by law may not be shown on maps, but described.
Schools and higher educational services will be summarized, and existing plans and
projections reviewed. This working paper will provide an opportunity to suggest ways in
which cultural/arts/library/education services may be better integrated in the land use and
social fabric of the entire Carlsbad community, capitalizing on synergies with the retail
sector as well as mixed-use development.
WP #5: Walking, Biking, Public Transportation, and Connectivity (F&P).This working
paper will analyze the opportunities and constraints (both physical and regulatory) of the
existing transportation facilities, with a focus on multimodal accessibility, connectivity
and "smart growth" concepts. Key issues and implications that require policy deliberation
in the future will be highlighted. Components will iriclude:
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
Literature Review. F &P will review infonnation obtained from previous studies; at a
minimum, this will include: specific plans; SANDAG's 2050 Regional Transportation
Plan; recent traffic count data, traffic studies, and EIRs; existing traffic analysis zones
(that are part of the SANDAG model); aerial photographs and base maps; street
improvement design standards and existing design documents, neighborhood traffic-
calming policies; local and regional transit maps and routes; SANDAG Regional Bicycle
Master Plan; City's Pedestrian and Bicycle master plans; Capital Improvement Program;
major development projects; the McClellan-Palomar Airport Land Use Compatibility
Plan; regionally significant projects; local, regional, state and federal programs, policies,
and requirements; and planning studies, engineering studies, and other available
infonnation relevant to current and future multi-modal circulation.
Data Collection.For the purposes of this analysis, F&P has budgeted to conduct daily
counts on up to 30 roadway segments, but would not duplicate the efforts of the city's
existing annual traffic monitoring program. F&P will inventory, review, and/or obtain
infonnation on the following: existing functional classification and posted speed limits of
City streets; accident statistics over past three years; pertinent traffic and travel
infonnation available from the City, SANDAG, and Caltrans; existing transit services
and facilities; existing bicycle facilities; existing pedestrian and/or trail facilities
(including sidewalks); existing aviation facilities; existing goods movement facilities,
including rail.
Opportunities and Constraints Assessment. An assessment of the existing infrastructure
and related operations associated with the various modes of transportations serving the
city will be undertaken.
-Pedestrian Facilities. F&P will incorporate findings from the City's Pedestrian
Master Plan, and review inventory and assessments to identify deficiencies and
pedestrian needs. F&P will utilize a combination of field review, community input,
meetings with local organizations, analysis of collision data, review of traffic
volumes/flows, and a review of available aerial and other maps. Other infonnation to
be collected and evaluated includes: safety (presence and quality of pedestrian
crossings); accessibility (missing curb ramps, sidewalk gaps, sidewalk obstructions;
would use findings from ADA analysis currently underway and augment as
appropriate); connectivity (between origins and destinations); walkability (field
reviews and public input).
-Bicycle Facilities. F&P will incorporate findings from the _City's Bicycle Master
Plan. F&P will conduct field inventories and review currently available GIS data to
assemble information on current bicycle facility conditions in tenns of unmet needs,
safety, connectivity, and convenience. Additional infonnation will be collected from
various sources, such as bicycle accident data, traffic volumes, land use,
demographics, and bicycle counts.
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•
Transit Facilities.Data for existing transit ridership will be obtained from SANDAG
and NCTD, and summarized in tables, and figures as appropriate. A bus stop
inventory will be conducted, with the information summarized in tables and figures.
Information on stop amenities, nearby land uses, location nearside or farside of the
intersection, etc. will be provided. Deficiencies will be identified and documented in
text, tables and figures. F&P will also review current linkages between transit
services and land uses to identify level of interaction, deficiencies, and opportunities.
F&P will assess the surrounding neighborhood and define the character of the area
near key transit stops. This approach will identify smart development that is
pedestrian friendly and promotes transit ridership. F &P will depict current
transportation infrastructure, transit services, streetscape features and existing
buildings and parking areas within ¼ mile radius around Coaster stops.
-McClellan Palomar Airport. The working paper will briefly discuss the airport as a
transportation facility, its impacts on the overall city transportation network, and will
highlight issues and options for enhancing connection to the airport.
-Smart Growth Areas. SANDAG-identified Smart Growth Areas within Carlsbad will
be identified and their pedestrian, bicycle, and public transportation needs called out
specifically within the working paper.
Traffic Circulation. Daily roadway level of service and capacity analyses will be
conducted for all classified circulation roadway segments identified in the current
General Plan, including differentiating traffic into and out of Carlsbad. The overall
connectivity of the roadway system will be assessed, and unfinished roadway
segments (such as Cannon Reach A and Marron Road ECR to College Blvd) will be
identified, along with the system's compatibility with adjacent land uses. Points of
access will be assessed, especially in regard to access to regional freeway facilities.
WP #6: Small Town Feel, Beach Community Character, and Connectedness;
Neighborhood Revitalization, Community Design, and Livability (D&B). This working
paper will reflect two core values--Small Town Feel, Beach Community Character, and
Connectedness; and Neighborhood Revitalization, Community Design, and Livability.
Building on the community visioning process, the core elements of Carlsbad's identity
and character, and land use and urban/community design issues related to their
conservation and enhancement will be identified. The three major areas of analysis will
include:
Land Use. The land use work will build on the work initiated for the Opportunities and
Challenges Report. Focused windshield surveys will be conducted of key areas to verify
land use data accuracy. A complete land use data layer will be prepared, which will serve
as the basis for land use analysis, and alternatives.
Urban Design, Intensity, Mix, and Prototypical Analysis. This analysis will be conducted
at two scales: citywide, and neighborhood/district. This analysis will be based directly on
Carlsbad's context -such as use patterns, building/street relationships, and streetscapes.
The following will be the scales of analysis:
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
Citywide Scale. Carlsbad's community form and design characteristics will be
documented. This will include a description of the city's overall urban form (districts,
corridors, landmarks and focal points, landforms, and so forth) and key form-giving
components. Elements will be depicted on the base· map, described, and illustrated by
photographs and drawings. The relationship between small town feel and "Smart
Growth" will be explored.
-District/Neighborhood Scale. The analysis will focus on answering questions related
to building intensity and use mixes, and community and neighborhood character, in a
prototypical manner (such as neighborhoods, employment districts, etc.) The role of
and potential locations for new neighborhood/community gathering places will be
explored.
Neighborhood Revitalization/Focus Areas.This analysis will determine Focus Areas-
key revitalization areas, where change/intensification could be expected or should be
explored as part of the General Plan update process, based on a variety of criteria,
including field survey, and GIS-based intensity/valuation analysis. The consultant team
will also work with staff to identify any other existing uses that may be replaced or
intensified due to their economic obsolescence, physical deterioration, or incompatibility
with adjacent uses. A greater level of detail will be explored for the Barrio neighborhood,
in terms of land use intensities as well as design standards.
C. Review and Brainstorm Working Papers Assessment with EC3 and Other
Commissions. The six working papers will be reviewed in four meetings of the EC3. The
EC3 will brainstorm about conclusions and findings, in terms of how these may shape
potential alternatives or policies, rather than critique the papers. A substantial amount of time
will be reserved at each meeting for EC3 discussion and feedback; the "world cafe" format
(small group discussion) may be used for the brainstorming component, rather than a staff-or
consultant-directed meeting. While the primary review and brainstorming group for the
working papers will be the EC3, some papers will be appropriate for review and discussion
by commissions and boards (such as Parks and Recreation Commission, Historic Preservation
Commission). Importantly, these working papers are discussion tools rather than final
documents. No time is budgeted at this stage for text or layout revision and refinement
following discussions by EC3 or commissions.
D. Technical Advisory Committee Meetings. It is anticipated that the TAC will meet at least
four times to review the working papers before they are finalized.
Meetings: EC3 Meetings (4)
Boards and Commissions (staff led)
TAC Meetings (4; no consultant participation)
Products: WP #I: Sustainability
WP #2: Local Economy, Business Diversity, and Tourism
WP #3: Open Space and the Natural Environment; Access to Recreation and Active,
Healthy Lifestyles
WP #4: History, the Arts, and Cultural Resources; High Quality Education and
Community Services
WP #5: Walking, Biking, Public Transportation, and Connectivity
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
WP #6: Small Town Feel, Beach Community Character, and Connectedness;
Neighborhood Revitalization, Community Design, and Livability
TASK 2: PLAN AND POLICY ALTERNATIVES
The objective of this task will be to translate the conclusions from Task 1, as well as results of the
community outreach from Phase 1, into alternative land use and circulation patterns. Decision-
makers and ECJ members will be the drivers for shaping the alternatives, and provide direction
to the planning team by engaging in hands-on workshops.
This task will be conducted in two parts:
•
•
Plan Formulation. Building on the identified issues, and opportunities and constraints,
approximately three "sketch plans" illustrating alternative land use patterns, with
supporting circulation system, for the Planning Area will be formulated (it may be more
or less depending on need, but this work program assumes three). Even if the actual
street pattern does not vary among alternatives, different land use patterns may generate
different transportation use patterns.
Plan Evaluation. An evaluation of the alternative sketch plans will be conducted, so
informed decisions can be made. A key component of this task will be assembling a set of
performance measures to evaluate the alternatives. The attempt will be to translate each
of the core values into one or more metrics, recognizing that some of the values (such as
neighborhood character) may lend themselves to qualitative rather than quantitative
evaluation.
City Staff Role: City staff will be involved in all steps of this task, including brainstorming,
review and presentation.
A. Workshop with the Development Community (Staff; D&B). Aworkshop will be held with
the development community to ensure that a broad range of perspectives istaken into account
in the composition of potential land use alternatives. Major land owners, business owners,
and other development stakeholders will be invited to attend, building on the outreach
conducted in Phase I.
B. Conduct Planning Commission/City Council Joint Workshop to Brainstorm on
Alternatives (Staff; D&B). At this meeting, a summary of the working papers assessment
will be provided, with the bulk of the time reserved for decision-maker brainstorming on the
alternatives. The goal will be to have decision-makers engage in a dialogue about the
possibilities for development and redevelopment, so that these ideas can be captured in the
alternatives.
C. Conduct EC3 Workshop on Defining Alternative Plans (Staff; D&B). Decision-maker
input will be reviewed, and a "world cafe" style workshop will be held with the EC3
members to brainstorm about defining the alternatives, as well as performance measures that
will be used for their evaluation.
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
D. Define Preliminary Alternative Plans (D&B). Decision-maker and EC3 brainstorming
input will provide a foundation for the land use/transportation alternatives. A series of
alternative land use maps will be prepared. Alternatives could be structured around "themes,"
such as "core focus" or "distributed development." Items that have been conclusively
identified as critical to the community-such as open space-may be emphasized in all of the
alternatives, but the manner in which this is carried out may vary.
The alternatives will be sufficiently developed to show the community and decision-makers
clear choices among major land use options. Alternatives will incorporate urban design
concepts and will explore land use arrangements, mixes, locations of centers and activities to
support neighborhood revitalization, promote livability, enhance sustainability, and help
achieve the core values. To the extent possible, alternatives information will be presented in
the form of maps, tables, and charts.
E. TAC Meeting. The TAC will meet to review the preliminary Alternative Plans, and
following which any needed revisions will be made before EC3 review.
F. Review Preliminary Plans with EC3 (Staff; D&B). The preliminary Alternative Plans will
be reviewed with EC3 in a workshop-like setting, and following this meeting, finalized.
G. Evaluate Alternative Plans. Impacts of the plans will be quantified. Relative merits and
disadvantages of the alternatives will be assessed, based on how well they reflect the core
values of the Vision. For each core value, performance criteria will be selected from readily
available and accepted sources, recognizing that not all core values lend themselves to
objective assessment. However, quantitative measures related to several topics-
transportation, land use, population, housing, employment, greenhouse gases, environmental,
and fiscal-will be compiled and presented to enable informed discussion and decision-
making. The emphasis of the evaluation will be on succinct, understandable information, with
use of tables and charts, rather than large volumes of technical analysis and text. Evaluation
topics will include:
•
•
•
Land Use, Population, and Employment (D&B).Comparative impacts in terms of
population, housing, and jobs, and compliance with Growth Management Proposition E
will be prepared for presentation in narrative and tabular form.
Transportation (F &P). Traffic forecasts will be prepared for the alternative land use
scenarios. Trip generation estimates will be prepared for the land use growth anticipated
under the alternative land use scenarios. Future trips will be distributed and assigned to
the street system. Citywide transportation measures such as vehicle miles traveled, hours
of delay, and numbers of trips generated will be calculated for each of the three
alternatives and will be used to assist in comparing and contrasting the effects of the
alternatives. Differences on impacts on pedestrian and bicycle movement will be
analyzed.
Livability/Smart Growth (D&B, F &P support). Impacts of the alternatives will be
evaluated at a quantitative level (for traffic, walkability/access to stores and open space,
jobs/housing balance, etc.), and qualitatively where appropriate. These criteria will be
developed in conjunction with staff.
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July 15, 2010
•
•
Fiscal Model and Evaluation (RSG). Using the City's operating budget, the capital
improvement program(ClP), and the development impact fee program (it is anticipated
that the operating budget and CIP will be for the adopted 2010/11 budgets, and the
development impact fee program will be the most current), RSG will identify municipal
costs and revenue factors, and development impact fee rates, and use these factors, as
well as other information provided by the City, in preparing a long-range General Fund
fiscal impact model. The model will provide projections of department-level revenues
and expenditures over the time period of the General Plan under a base case (i.e.,
continuation of current trends) and a reasonable number of alternative scenarios. RSG
will then identify resulting municipal revenues, municipal service costs (public safety,
recreation, development services, and general government), and development impact fees
associated with each land use proposal. Once the model is oriented with City of Carlsbad
specific factors, RSG will then test various land use alternatives based upon the land use
option proposals. In order to provide a comprehensive understanding of municipal
revenues and expenses, RSG will also input existing developed land use data provided by
D&B and establish baseline revenue and expenditure forecasts for those. lands uses that
are not anticipated to change or to be significantly redeveloped, during the planning
period used in the General Plan update. RSG will consider presenting the fiscal analysis
results in a format similar to the annual I 0-year forecast for the General Fund, with which
the City Council is already familiar.
Environmental (Dudek, D&B). Impacts of the alternatives on environmental resources
will be evaluated, including natural resource communities, quantification of greenhouse
gas emissions, and potential safety conflicts such as with airport land uses.
H. TAC Review of Draft Alternative Plans Report. The TAC will review the Alternative
Plans Report before public review.
I. Prepare Final Alternative Plans Report (D&B). The alternatives, their orgamzmg
principles, as well as the evaluation, will be summarized in a working paper. Following staff
and TAC review of an administrative draft, the Alternatives Plan report for will be prepared,
which will be review by the public during Task 3.
Meetings: Development Stakeholders Workshop (I)
City Council/Planning Commission Joint Workshop to Brainstorm on Alternatives
ECJ Workshops (2)
TAC Meetings (2)
Products: Preliminary Alternative Plans
Fiscal Model
Workshop Materials on Alternatives
Alternative Plans Report
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TASK 3: PREFERRED PLAN
Envision Carlsbad Phase 2: Work Program
July 15, 2010
In this task, a Preferred Plan will be developed and refined in -collaboration with the community
and decision-makers. Choices and tradeojfs will be discussed with the public during community
workshops. The selection of a Preferred Plan will create a framework within which new policy
language can be developed for the General Plan. Much of the focus of choosing a Preferred Plan
will revolve around the Vision and other major issues identified such as economic sustainability
and growth, and achieving a self-sustaining mix of land uses. Additionally, framework concepts
or key goals for the individual elements of the General Plan will be developed to provide a bridge
to detailed policy-making.
Staff Role: Much of the initial work on this task will be outreach to the community at large, as
well as organizations, to get feedback on the alternatives and direction for a Preferred Plan. This
outreach will largely be a staff-led effort, with consultant support on the four citywide community
workshops, as well as a community survey. The consultant team will summarize results of the
four community workshops and the community survey; staff will be responsible for correlating
this with feedback from other groups and organizations, and providing a unified direction on
Preferred Plan.
A. Prepare Newsletter on Planning Alternatives (D&B). This newsletter will summarize the
key alternatives being considered for the General Plan, and could be combined with the
survey. Opportunities for public input will also be included. The City will be responsible for
printing and mailing.
B. Citywide Workshop on Alternatives (D&B, Team). City staff and consultant team will
lead four community workshops ( one in each zip code) to discuss and compare the alternative
plans. The format for the public workshop will be reviewed with City staff, but is likely to be
small groups focused on specific issues, who then present their findings and preferences to
others in an open forum. This format will also allow the EC3/decision-makers to gauge public
reaction before decisions are made. Community-specific issues can be addressed in targeted
discussions with area residents or with specific groups by City staff.
C. Survey and Web-Based Feedback (BWR; D&B support).Along with the newsletter
(Subtask 3.A above) a mail-in survey will be sent to obtain community feedback on
alternatives. In addition to the overall alternatives, the survey may ask community members
specific questions about individual components (such as parks) or about specific Focus Areas.
Web-based technology, such as an online survey, UserVoice voting, or other feedback tool-
will also be explored. The EC3 will have the opportunity to review and comment on the
survey tool prior to distribution. Results of the survey will be coded and analyzed. Three
options for conducting this survey are presented below by BWR, with cost comparisons.
Option 1: Representative Sampling
This option would provide a representative sampling of Carlsbad residents from an n=400
(+/-4.88% margin of error, given a 95% level of confidence) to n=800 (+/-3.44% margin of
error, given a 95% level of confidence) residents of Carlsbad. This sample would represent
the City's population by age, ethnicity, geographic distribution (zip code) and gender. This
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
could be done using phone and online surveys. If the survey requires visual cues, a sampling
of surveys can be mailed and/or emailed with phone follow-ups and recruitment.
•
•
•
•
Advantages: This approach is the most reliable in gathering a sample that accurately
reflects Carlsbad's resident population.
Disadvantages: This approach will not give every resident the opportunity to provide
their feedback.
Research Fee Estimate: n=400, $19,725; n=600, $23,825. This would include survey
design, pre-testing, all data collection costs, data analysis and a written report.
Additional Costs: None
Option 2: Limited Census Approach
This option would begin with sending a postcard to every resident to complete an online
survey or call a 1-800 number to receive a mail version of the survey. After the initial wave
of completed surveys have been gathered, BWR would sample those residents that were
under-represented after the initial wave of completed surveys.
•
•
•
•
Advantages: This approach provides all households with mailing addresses the
opportunity to participate in the survey, but most of the research resources are put
towards developing a representative sample that accurately reflects Carlsbad's entire
population.
Disadvantages: This approach will take more time than Option 1, extending out the time
allocated for community feedback on alternatives, unless oversampling of likely
underrepresented population groups (such as younger people) is done at the outset in
anticipation.
Research Fee Estimate: n=600 (a minimum of 600, likely to be more based on online
participation) $21,895. This would include survey design, pre-testing, all data collection
costs, data analysis, and a written report.
Additional Costs: Cost of mailing out a postcard to all residents .
Option 3: Full Census Approach (Staff-Preferred Approach)
This option would be similar to the approach done in the first phase of Envision Carlsbad,
where the survey was mailed out to all households. A variation could be to send out first a
postcard to increase the number of online completes and then mail out surveys to all residents
who did not complete an online survey; however, this two-step process will add to the time.
•
•
Advantages: This approach provides all households with mailing addresses the
opportunity to participate in the survey.
Disadvantages: While the overall number of completed surveys will be highest under
this approach, this approach is typically less representative as different sub-populations
have different levels of participation. This process uses more resources (paper, total costs,
including research fee and printing and postage; however, if done with a citywide
newsletter, then this will not be the case) and, if a two-step process (postcard, followed
by a mail survey) is used, takes more time than the other approaches.
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
Research Fee Estimate: $12,500. This would include survey design, pre-testing, data
analysis, and a written report. Depending on the length of the survey and the number of
open-ended questions, BWR would charge ,75 cents to,$L50 for each mail survey that is
returned and processed.
Additional Costs: Costs of mailing postcards and/or surveys to all residents (however, if
combined with newsletter on alternatives, additional cost will be minimal),
D. City Council/Planning Commission Briefing on Alternatives and Community Feedback
(D&B, Team). Decision-makers will be briefed on the alternatives, their impacts, and
community reaction to them, so decision-makers can weigh in or provide specific direction to
the EC3 should they so desire.
E. EC3 Meeting on Defining Preferred Plan (D&B). Community feedback on the alternatives
and decision-maker briefing (subtask D) will be used as the basis for the Preferred Plan,
which will be defined in an interactive working session with the EC3, Much of the focus of
creating a Preferred Plan will revolve around implementing the Vision core values and
achieving a balanced mix of land uses based on identified need, All of the Focus Areas will
be systematically explored to make sure that in addition to buy-in into the big picture, there is
agreement on how this is carried out in individual areas. This discussion will also be used to
form key policies or "framework concepts" that will be translated into policies. The Preferred
Plan will consist of a land use/circulation diagram accompanied by a short description.
F. Prepare Policy and Framework Concepts (D&B, Team). Key goals or guiding policies
and "framework concepts"-short narrative text that will be later translated into goals and
policies-will be prepared in a memo format. These will synthesize information gathered to
date and assist EC3 members in bridging the gap between Preferred Plan and detailed policy
development.
G. Prepare Memo on General Plan/Local Coastal Program/Zoning Integration Structure
(D&B). This memo will encapsulate organization of the General Plan, LCP, and Zoning
Ordinance, in particular related to the legal requirements of the LCP. Critically, this memo
will define how the California Coastal Commission will use the LCP, and how the
organization of all three documents will ensure that the California Coastal Commission is
clear about which parts of the planning documents fall under their purview. Initial outlines of
the documents will be included,
H. TAC Meeting. The TAC will meet to review the preliminary Preferred Plan and the memo
on documents structure and integration, following which any needed revisions will be made
before EC3 review,
I. Review and Reline Preferred Plan and Key Goals with the EC3 (D&B; Team). The EC3
meeting (subtask E, above) will be used to prepare a Draft Preferred Plan. Development
resulting from this Preferred Plan will be quantified, and reviewed together with concepts and
key goals (from subtask F, above). It is likely that discussion of the Preferred Plan and the
key goals will be accomplished over two meetings. Overall structure of the documents
(General Plan, LCP, and Zoning Ordinance) will also be reviewed.
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J. Present Draft Preferred Plan and Key Goals/Guiding Policies to Decision Makers
(D&B). The Preferred Plan and the goals will be presented and reviewed with the Planning
Commission/City Council. Choices and tradeoffs may also be discussed regarding the
integration of the General Plan, LCP, Zoning, and existing specific and master plans. City
Council acceptance of the Preferred Plan will establish the basis for formulating detailed Plan
policies.
K. Prepare Newsletter #2: Preferred Plan and Key Goals (City).
Meetings: Community workshops on olternatives (4)
EC3 Meetings on Preferred Plan and Key Policies (2)
City Council/Planning Commission (2)
TAC Meeting (1)
Products: Newsletter #1: General Plan Alternatives
Workshop Materials
Community Survey, and Report on Community Survey Preferred Plan
Preferred Plan and Key Goals/Policies
Memo on GPILCP/Zoning integration Structure
Newsletter #2: Preferred Plan
TASK 4: DRAFT GENERAL PLAN
[For Housing Element, please see Task 5.}
Decision-maker approval of a Preferred Plan and key goals will establish a strong foundation to
build detailed General Plan policies. Balancing attention between text policies, the land use plan,
and the land use classifications is critical to a successful General Plan. Dyett & Bhatia will strive
for brevity and clarity that enables all interested persons to easily see what commitments the City
is making, what ii hopes to accomplish, and whether a proposed project is consistent with the
Community Vision. We will include both "guiding policies" (or goals) and "implementing
policies," the latter forming a concrete, realistic, andfeasible basis for implementing ordinances
or amendments to existing ordinances. Preparation of the Draft General Plan will be conducted
in parallel with the Draft EJR, so that any necessary mitigation can be folded into Plan policies
to ensure that the Plan is "self mitigating."
The Draft General Plan will be structured in such a way that the average citizen will find ii
meaningful, useful, and understandable. Chapters may correspond closely with the Vision core
values or sustainability principles (environment, economy, equity), rather than using .traditionar
elements such as "land use" and "open space". In this case, compliance with State law
requirements for elements would be shown in a matrix form. A traditional elements approach
could also be used; decision on the appropriate structure and the General Plan outline will be
made as the final products from Task 3 (overall structure of the various documents, and key
General Plan goals) are being developed. Regardless, the General Plan will be structured to
implement the Vision and will reflect requirements for the Stale-mandated seven elements (Land
Use, Transportation, Safety, Conservation, Open Space, Noise, and Housing (see Task 5).
Consideration will be given lo the formulation of "optional" elements which are permitted by
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State law and which may help the General Plan achieve the Vision. In the outline provided below
based on the Vision core values, already represented are examples of "optional" elements
related to economic development, sustainability, and cultural resources. While short background
material will be provided as needed to set the stage for each element, the General Plan will
largely consist of goals and actionable policies (along with maps, photographs and illustrations,
as appropriate), rather than lengthy text on existing conditions. As policies are developed, EC3
input will be sought.
City Staff Role: City staff will provide policy input and direction to the consultant team, and will
be involved in reviewing and providing direction as EC3 review meetings are held, and when the
full Draft General Plan is compiled. City staff will also act as a liaison with various commissions
and other groups, as necessary, as policies are developed.
A. Prepare Outline (D&B). A detailed outline for the General Plan (including a list of figures)
will be prepared and reviewed with City staff. Topics that will be covered in each chapter will
be identified, and a "mock-up" section will be prepared for staff approval.
B. Establish Plan Forecasts (D&B). Forecasts of land use and population changes that will
occur at General Plan horizon year (likely for horizon year 2035 or 2040) will be prepared.
C. Evaluate Transportation Improvements of Draft General Plan Land Uses (F&P). Using
the SAND AG travel demand model, F &P will use horizon year conditions traffic forecasts to
identify the roadway infrastructure needs to support future growth, while balancing needs of a
variety of modes.
D. Prepare Administrative Draft General Plan (Consultant Team). Each element of the
General Plan will include background information, goals and implementing policies, and
monitoring and evaluation requirements. The implementing policies constitute the General
Plan Implementation Program; however, these policies may be consolidated into a stand-
alone document/matrix for monitoring and evaluation purposes. For each element, meetings
with key figures from each department will be arranged as needed. A preliminary General
Plan structure, based on the Vision core values is described as follows (note: a different
General Plan structure may be chosen as discussed above).
• Small Town Feel, Beach Community Character, and Connectedness (including
Community Design). This element will serve to enhance Carlsbad's character, as well
ascommunity engagement and connectedness. Drawings and illustrations will be
prepared, as appropriate, to illustrate concepts. This element will take into consideration:
Overall city image, form, and identity (including role of mixed use);
Integrating the beach and the community;
-Neighborhood connections;
-Design policies for key corridors, including streets and buildings;
-Enhancing social connectedness, including promoting a multi-generational
community;
-Promoting community engagement, connectedness, volunteerism, and philanthropy;
and
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•
-Growth balance and management.
Open Space and the Natural Environment. This element will be designed to protect and
enhance Carlsbad's unique resources, and will be closely coordinated with the EIR
impact analysis. Any identified mitigations will be folded in as Plan policies. It will also
be closely coordinated with health and safety issues (including hazardous materials,
noise, and air quality), and will address issues related to environmental quality, laying out
criteria for development and accepted tolerance so there is no confusion of what is
consistent with the General Plan and what is not. Topics to be addressed include:
-Open space categories (use by people v only preservation);
Habitat and biological resources conservation;
-Beaches, lagoons, and the ocean; drainage and erosion;
-Agricultural resources;
Soils;
-Water quality, watershed managemen!, wastewater, and water conservation;
-Hazardous materials;
-Air quality;
Greenhouse gases;
Climate change; and
-Noise (including existing and future noise contours, airport noise impacts, and noise
standards).
• Access to Recreation and Active, Healthy Lifestyles. This element will be closely
coordinated with the first two elements, and as well as the Transportation and
Connectivity Element. Included will be:
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-Park and recreation system (including beaches and lagoons);
Trails and connections;
-Park design and programming (maximizing use; designing for local population and
for expected population age distribution; overall system balance); and
-Key policies and programs for system enhancements, including new parks and open
space locations, and accessibility improvements.
The Local Economy, Business Diversity, and Tourism. This element will provide the
policy framework to ensure Carlsbad's long-term fiscal vibrancy, and economic
sustainability. Based on the analysis of recognized business trends and available
resources, and the Economic Development Strategy, it will outline the City's economic
development objectives, ensuring that economic decision-making is integrated with other
aspects of the city's development. Topics will include:
-Business Retention. Supporting business attraction, expansion, retention, and
improvement, for existing and new economic clusters;
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-Economic Diversity. Supporting a diverse economy, ranging from small businesses to
cutting-edge establishments;
-Retail Sector. Expanding the retail sector, and promoting shopping and dining
opportunities;
Tourism. Promoting tourism, and linking it with other aspects of the city's life; and
-Partnership. Supporting collaboration and partnerships with the business
community.
Walking, Biking, Public Transportation, and Connectivity. This element will encompass
the full range of transportation modes, including evaluation of major roadways and an
assessment of transit, pedestrian and bicycle corridors, and even the airport. Topics will
include:
-Balanced/Multimodal Transportation System: Multimodal transportation levels of
service; Street classification system, reflecting multi-modal and urban design, rather
than simply automobile movement, considerations; Street improvements;
-Bicycle and Pedestrian Systems: Bicycle and pedestrian facility classification system,
including pedestrian priority areas (such as around schools or the Village); Proposed
bikeway and pedestrian system; Pedestrian access across the railroad tracks to the
beach;
-Automobile Circulation: Existing and planned operations; Signalization and signal
synchronization; Parking; and
-Public Transportation System: Proposed transit system and services, including
potential shuttles; priority transit service areas; pedestrian connections to public
transportation.
Sustainability. Because sustainability will be an overarching theme of the entire General
Plan update, this element will not duplicate what is included in other elements but ·will
provide clear cross references to other portions of the Plan to show how each of the
"three E's"-Environment, Economy, and Equity-are addressed throughout the
document. For instance, economic sustainability will be covered in the Local Economy,
Business Diversity, and Tourism Element, with easy cross-references provided here. The
Sustainability Element may feature some specific topics that do not fit neatly within other
elements, or which deserve additional elaboration here. These topics may include:
-Public/private/non-profit partnerships and relationships;
Watershed/supply management overall (conservation, recycling, and desalination);
-Energy and climate change, including green building and sustainable site planning,
promotion ofrenewable energy;
-Healthy and sustainable food systems; and
-Waste reduction and recycling.
History, the Arts, and Cultural Resources. This element will outline strategies to
celebrate Carlsbad's history, cultural heritage, and promote arts. Topics will include:
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-Historic preservation, including existing/proposed historic resources, as well as
strategies to enhance preservation and/or adaptive reuse;
-Art and cultural facilities; Performance space; Libraries; Museums; and
-Partnerships for new events programming and other cultural activities.
• High Quality Education; Community Services and Safety, This element will provide the
structure for community services, including public safety, and partnerships with other
organizations involved in education. (Safety may be addressed in a separate element.)
Topics will include:
Schools, higher education institutions, and learning centers;
-Community services (including nutrition, health, hospice);
-Housing needs of an aging population;
-Fire services;
-Police services; and
-Emergency management, including fire hazards, aircraft hazards, and geologic and
seismic hazards.
• Neigl,borhood Revitalization and Livability. This element will provide direction for
rejuvenation of neighborhoods in the city's core, identify the location .and intensity of
uses, and provide policies that would result in developments that are appropriate to the
character and setting. Proposition E Growth Management mandates will be
acknowledged. Topics in the element may include:
-Land use vision;
-Land use classifications; density/intensity standards (including land use map on the
city's parcel base);
Connection to the Housing Element;
-Neighborhood(s) connectivity;
-Population and job holding capacity; jobs/housing balance;
-Detailed policies for Barrio Neighborhood;
-Policies for new mixed-use areas;
-Policies for other areas, such as residential neighborhoods, office and business park
districts, and for amenities such as community gathering places;
-Financing sources and strategies such as sales tax, TOT, etc.; and
Land use compatibility in the McClellan-Palomar Airport Influence Area consistent
with the Airport Land Use Compatibility Plan.
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E. Implementation and Monitoring (D&B). The General Plan implementing policies will
constitute the Implementation Program for the General Plan. If so desired, these can be
assembled into an independent document/matrix, so implementation can be tracked and
programs easily prioritized. In addition, statutory requirements for annual General Plan
reports will be included. Major capital improvements resulting from the General Plan-parks,
streets/bikeways, water/wastewater system improvements-can also be compiled into a list,
so that the City can prioritize timing and improvements.
F. EC3 Meetings. Some policy issues must necessarily be considered and resolved during the
preparation of the General Plan. The EC3 will convene as needed (likely 3 meetings) to
provide the project team with planning policy direction.
G. TAC Meetings. It is likely that the TAC will meet several (potentially about four) times as
policies are developed and refined.
H. Prepare Public Review Draft General Plan. The Administrative Draft presented for staff
review will be revised after City staff provides a consolidated set of comments.
Meetings: EC3 Meetings (3)
TAC Meetings (4)
Products: General Plan Outline
Administrative Draft General Plan
Draft General Plan
General Plan Land Use Map (G1S and Parcel Based)
TASK 5: DRAFT HOUSING ELEMENT
The objective of this task is to update the Carlsbad Housing Element in conjunction with the
update of the rest of the General Plan, ensuring that the element is fully integrated into the
General Plan and that the City stays in compliance with Stale housing law while meeting the
local challenges of smart growth. and density and growth management (Prop E).
Prior to the enactment of SB 375, cities and counties were required to revise their housing
elements every five years according lo a staggered schedule by region. All regions have now
completed the fourth revision cycle to the housing element, and some regions are about to begin
the fifth revision cycle. In order to align the population projections used in the Regional Housing
Needs Assessment (RHNA) process with those used for transportation planning, and to
coordinate the RHNA allocation with the sustainable communities strategy of the RTP that an
MPO adopts every four years, SB 375 put housing elements in regions with an MPO on an eight-
year cycle. SB 375 established the due date for the fifth revision of housing elements within each
region at 18 months after the date of the first RTP adopted after September 30, 2010 and the due
date for the sixth and subsequent revision every eight years thereafter.
SB 575 clarifies that all local governments within the regional jurisdiction of the San Diego
Association of Governments must adopt thefifth revision of the housing element no later than 18
months after adoption of the first RTP update after September 30, 2010. To our knowledge, the
first RTP update in the SANDAG region after September 30, 2010, will occur no earlier than July
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2011, making the fifth revision of the housing element due no later than approximately January
2013.
For the fifth revision, a local government within the jurisdiction of the San Diego Association of
Governments that has not adopted a housing element for the fourth revision by January 1, 2009
(Carlsbad falls into this category), shall revise its housing element not less than every four years,
unless the local government does both of the following: (a) adopts a housing element for the
fourth revision no later than March 31, 2010, which is in substantial compliance with this article
(done); and, (b) completes any rezoning contained in the housing element program for the fourth
revision by June 30, 2010. If Carlsbad is also in compliance with part (b), the fifthhousing
element revision would be for a fall eight-year cycle.
Given that the next housing element update is likely not due until January 2013, D&B proposes
that the City aim to complete this Housing Element Update in tandem with the rest of the General
Plan Update, with the £IR on the General Plan serving as the environmental review document for
the Housing Element as well. Even assuming up to four months of hearings between completion
of the Final £IR, certification, and the adoption of the Housing Element, this process should still
occur within 120 days of the statutory due date. lf necessary, hearings on the Housing Element
could be "fast-tracked" ahead of other documents in order to ensure timely adoption.
City Staff Role: City staff wilJ be responsible for providing information on accomplishments,
current and approved development housing projects, and available City housing funding
resources.
A. Technical Background and Needs Assessment (D&B). The assessment sub-task comprises
a technical update of background information/housing needs assessment, constraints analysis,
and accomplishments review; review of SANDAG's estimates of the city's potential share of
regional housing need; and identification of opportunity sites for affordable housing and
assessment of overaJI residential buildout.
• Needs Assessment The current 2005-2010 Carlsbad Housing Element contains 1990 and
2000 Census data describing the city's population and housing stock in general. Other
sources, such as 2005 Department of Finance data for household demographics and 2007
California Association of Realtors data for housing market information were also used.
The Housing Needs Assessment Chapter of the Housing Element wiJI be updated with
the most the current data available. The 2010 Census is the first census to eliminate the
Jong-form questionnaire. The basic, IO-question short-form data will, be available in
December 2010. In lieu of long-form data, more detailed information wilJ be gathered
exclusively through the Census Bureau's American Community Survey. For sizable cities
such as Carlsbad, yearly statistical estimates will be available.
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Constraints Analysis.A number of factors may constrain the development of housing,
particularly housing affordable to lower income households. These factors can generally
be divided into "governmental constraints," those that are controlled by federal, state, or
local governments, and "nongovernmental constraints," factors that are not generally
created by or cannot be affected by the government. Examples of potential governmental
constraints include development impact fees and provisions of the zoning code. Potential
nongovernmental constraints include national economic trends and direct construction
materials costs. The constraints analysis will thus provide detailed information about the
current costs associated with the provision of affordable housing, from both developer
and city government perspectives, as well as the anticipated future costs after accounting
for changes in state and local law, land availability, and other economic factors.
Accomplishments Review. The current Housing Element will be reviewed for
accomplishments since 2005. The review will assist in developing new programs and
policies. This latter effort will be a City staff responsibility, using an evaluation matrix
prepared by D&B.
Legislative Update. New State laws enacted since 2005 will be critically evaluated, and a
comprehensive review of the City's policies and regulations undertaken to ensure that no
illegal constraints on housing are listed in City code. The new legislation covers issues
such as ensuring adequate housing for extremely low-income households, by right
allowance of second-units, identifying a zone or zones for emergency shelters and
increased attention toward housing for persons with disabilities. Notably, SB 375 (2008)
and its Sustainable Communities Strategy (SCS) coordinates land use and transportation
planning to reduce greenhouse gases. One of the key provisions sought by the League of
California Cities was to require that planning for housing be consistent with land use
planning for greenhouse gas reduction. However, for San Diego County jurisdictions, SB
375 requirements do not go into effect until the next housing element cycle (6"' RHNA
revision).
Housing Stakeholder Workshop/Forum. State housing law requires that communities
specifically reach out to groups most affected by housing supply and cost, such as the
disabled, elderly, large households, and homeless. D&B will hold a stakeholder
workshop/forum to gather input from housing stakeholders/providers/organizations. City
staff will identify, contact, and organize these groups. D&B will present the background
of Housing Element law and Carlsbad's known issues. If necessary, City staff will host
additional outreach meetings with other affected populations and provide detailed notes
to D&B for use in developing the Element.
B. Housing Sites and RHNA (D&B). The process for the new Housing Element will need to
interrelate with SANDAG's.schedule for assessing and assigning residential development
targets as a part of the new RHNA. The Housing Element and Land Use Element updates
must be coordinated to accommodate this new RHNA. The implications, if any, of
Proposition E will be explored. D&B will coordinate with the General Plan update program
to ensure appropriate residential land use designations and intensities are available to
"facilitate and encourage a variety of housing types" that address the needs of all segments of
the community, pursuant to State law. Opportunity sites and growth areas will be discussed
and explored.
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C. Element Preparation {D&B). The new Housing Element will use a format that is consistent
with the overall General Plan. As the Preferred Plan for the General Plan will be finalized in
June 2011, the Housing Element preparation process can kick-off at this time, in order to
coordinate land use planning with housing sites analysis. Work on the housing sites,
constraints, accomplishments, and programs chapters will follow and be completed by late
2011 or early 2012.
Housing needs data can be collected and the chapters that cover housing needs, in general,
and special needs, in particular, could be initiated as soon as authorized, in summer 2010.
However, given the recent adoption of the current Element and the fact that more current
demographic data from the Census Bureau will not be available until early 2011, it makes
sense to wait to start work on these two chapters.
D&B will assess the City's current housing programs in light of the Vision, and the emerging
Preferred Plan and General Plan key goals. City staff will provide information on whether
existing programs have already been completed, which ones are working well and should be
carried forward, and which ones need to be refined, redefined, or dropped. As a result of
these analyses, new housing programs needed to meet the housing needs for the City will be
identified. Any new housing program must be consistent with the community Vision
established in the General Plan update process. However, given the recent nature of the
current Element, many of the same programs will likely be retained. For each housing
program proposed for the updated Housing Element, D&B will define and quantify its
objectives (number ofunits to be produced in a specified timeframe by income group).
D&B will ensure new housing goals and policies reflect the community Vision and that
internal consistency is achieved among the General Plan elements.
An Administrative Draft will be prepared and then revised based on a consolidated set of City
staff comments. The Draft Element will then be presented to the Planning Commission for
review and comments prior HCD review.
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Community Outreach.Development of a Housing Element that responds to community
needs and receives community acceptance requires significant public input. In addition to
opportunities to explore housing issues at other forums held in conjunction with the
General Plan, one community workshop focused on housing will be held; this could be in
form of a "housing summit". Additionally questions pertaining to housing can be
included as part of the survey on the alternatives.
Administrative Draft Housing Element Based on the assessment of housing needs,
constraints, and opportunities, as well as past accomplishments, the current Housing
Element will be comprehensively revised to:
-Inventory housing resources and constraints, including analysis of population and
household characteristics and needs, land availability, governmental and non-
governmental constraints, special housing needs, energy conservation opportunities,
and existing subsidized housing at risk of converting to market-rate housing;
-Demonstrate site development capacity equivalent to, or exceeding, the projected
housing need in the RHNA;
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-Make available sites at adequate densities and development standards to facilitate and
encourage a variety of housing types for all socioeconomic segments of the
community, including those with special needs;
-Improve and preserve the city's existing affordable honsing stock;
-Facilitate and encourage the provision of new affordable housing to meet the needs of
low and moderate income households;
-Work to maintain the small town residential feel of existing neighborhoods;
-Review the-previous element's goals, objectives, policies, and programs; compare the
previous element's projections against actual achievement; and describe how the
goals, objectives, policies, and programs in the updated element have been changed
to incorporate lessons learned;
-Describe how the City made a diligent effort to achieve public participation from all
economic segments of the community in the development of the Housing Element;
-Estimate the funds expected to accrue to the Redevelopment Agency's Low-and
Moderate-Income Housing Fund during the planning period, and describe the
planned uses for those funds;
-Create a five-year schedule of actions to achieve the goals and objectives of the
Housing Element;
-Quantify the objectives by income level for the construction, rehabilitation, and
conservation of affordable housing;
-Ensure policies and programs actively mitigate constraints to the development,
improvement, and preservation of housing and promote equal housing opportunity.
The document will include maps showing the location of sites identified to meet the
City's housing allocation. The sites maps will be created using GIS data already
possessed by D&B from the General Plan update project.
Draft Housing Element. The Administrative Draft will be submitted to City staff and
then revised based on a consolidated set of staff comments.
EC3 Meeting (1), Certain Housing Element discussions should be brought before the
EC3 and/or decision-makers. Meetings will discuss the following topics: introduction to
Housing Element law and requirements; review of housing needs; review of housing
constraints; relationship between RHNA and sites inventory; housing goals and policies;
and review of the draft Housing Element. The EC3 and the community should also be
afforded the opportunity to discuss topics that may be controversial such as affordable
housing policies and opportunity areas for affordable and higher density housing.
Commission/City Council Review (3). The Draft Element will then be presented to the
Housing and Planning commissions and the City Council for review and comment prior
HCD review.
HCD Review Draft. Following the Housing/Planning Commission and City Council
review, the HCD Review Draft will be prepared.
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D. HCD Review. The Draft Housing Element shall be submitted to HCD for review, with the
goal of gaining certification on the first iteration, but understanding that this is uncommon.
Consequently, this task could include two rounds of HCD review (60 days apiece). If
required, a second HCD Review Draft, with revisions in underline/strikeout format will be
prepared. D&B will be responsible for further revisions to the Element to address HCD
comments. All revisions will be prepared in underline/strikeout format. The budget assumes
one round of revisions and resubmission to HCD.
E. Hearing Draft Housing Element. Following HCD review, the Hearing Draft of the Housing
Element will be prepared. Hearings on the Housing Element will be combined with hearings
of the other public review documents.
Meetings: Housing Stakeholders Workshop (1)
Community Workshops (})
EC3 Meeting (1)
Housing Commission (1)
Planning Commission (1)
City Council (1)
Product: Administrative Draft Housing Element
HCD Review Draft Housing Element
Hearing Draft Housing Element
TASK 6: DRAFT LOCAL COASTAL PROGRAM
The objective of this task is lo prepare an updated Local Coastal Program (LCP). The Preferred
Plan, vision, and goals for the coastal zone will be developed in concert with those of the entire
city, and background data on the coastal zone will be collected simultaneously and fully
integrated with the rest of the data forming the foundation of the General Plan. The LCP land use
plan may be prepared as a separate document or may be incorporated into the General Plan as a
separate element. The Zoning Ordinance update, described in Task 7, will serve as the update lo
the LCP implementing ordinance. The LCP update will reduce redundancy, clearly delineate the
coastal zone and implementing responsibilities, and provide a centralized navigational source for
applicable policies and implementation actions. Our approach is flexible and will be refined after
consultation with City and Coastal Commission staff. The goals of the updated LCP will be to:
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Maintain consistency with Coastal Act requirements;
Connect Coastal Act requirements to the Vision core values;
Streamline the LCP by consolidating all LCP segments into a single program;
Maintain consistency with Habitat Management Plan requirements;
Clearly delineate roles and responsibilities of different agencies;
Clearly define categorical exclusions from coastal development permit requirements; and
Help the City to obtain coastal development permit authority for areas of deferred
certification (such as the Agua Hedionda Lagoon LCP Segment).
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Staff Role: City staff will review memorandums and draft products, coordinate with Coastal
Commission staff (with consultant participation as needed), and attend Coastal Commission
hearings.
A. Framing the LCP Update (D&B).
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Detailed Structure and Organizational Options. The integration structure memo (from
Task 3) will be reviewed and expanded if necessary to detail out the LCP update
requirements and organizational options.
Coastal Commission Consultation. D&B and City staff will meet with Coastal
Commission staff for consultation on the City's proposed approach to the LCP update-
both the LCP Land Use Plan and the Implementation Plan-and to identify issues they
may have about the update process and proposed format for LCP amendments. While
consultants will attend one in-person consultation, City Staff will coordinate with the
Coastal Commission to ensure ongoing involvement in the development of the LCP, and
consultants will maintain contact with Costa! Commission staff through email and
conference calls as necessary.
LCP Annotated Outline. Based on City and Coastal Commission staff comments on the
issues and options memo, D&B will prepare an annotated outline of the LCP update,
addressing both the LCP Land Use Plan and Implementation Plan. We will review the
draft outline with staff and revise, based on comments received.
B. TAC Meeting. The TAC will meet to review the Annotated Outline and provide feedback.
C. LCP Land Use Plan Amendments (D&B). D&B will prepare a draft LCP Land Use Plan
Amendments based on the Preferred Plan, framework concepts, and key goals established in
Task 3, and working drafts of General Plan elements. Policies will be written to implement
the Coastal Act in a manner consistent with the Vision core values, and provide the
foundation for implementation plan (which will be incorporated as part of the Zoning
Ordinance). Graphics will clearly delineate the Coastal Zone and the Coastal Appealable
Zone and the City's land use designations within these zones. _We will review the draft LCP
Land Use Plan Amendments with City _staff and revise based on City staff comments.
D. LCP Implementation Plan (D&B). D&B will prepare a draft LCP Implementation Plan as
part of the Zoning Ordinance update described in Task 7. This scope of work assumes that
while Chapters 15.12, 15.16, and 18.48 of the Municipal Code are also part of the LCP
Implementation Plan, they do not need to be comprehensively updated. City staff will ensure
consistency between the new LCP Implementation Plan and these chapters. We will review
the draft LCP Implementation Plan with City staff and revise, based on City staff comments.
E. EC3 Review (D&B). The EC3 will review the proposed LCP at one or two meetings.
F. Final Plan and Certification (D&B).
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G. Public Review Process Preparation. D&B will assist City staff to prepare for the public
review process, including summary materials on the Draft LCP for use in staff reports; public
workshops and hearings; and briefings for key interest groups. It is assumed the LCP will be
included in the Planning Commission and City Council hearing process for the General Plan
and Zoning Ordinance. Planning Commission and City Council hearings on the LCP will be
held and attended concurrent with those for the General Plan and Zoning Ordinance Update.
• Coastal Commission Submission. Based on City Council action and final text changes
provided by City staff, we will prepare the final LCP for submission to the California
Coastal Commission for certification.
• Coastal Commission Hearings. See Task 10.
Meetings: LCP update consultation with Coastal Commission staff
TAC Meeting (1)
EC3 Meeting(])
Planning Commission Hearing(], concurrent with General Plan)
City Council Hearing(], concurrent with General Plan)
Products: Memo on Structure and Organizational Options
Annotated Outline
LCP Land Use Plan Amendments
LCP Implementation Plan
LCP Maps (Land Use and Zoning)
Final Local Coastal Program for submission to the Coastal Commission
TASK 7: MASTER, SPECIFIC, AND OTHER AREA PLANS UPDATE
The objective of this task is to ensure the consistency of existing master, specific and other area
plans with the updated General Plan and LCP. In this task, existing master, specific and other
area plans will be evaluated for consistency with the updated General Plan (and the LCP). Based
on this evaluation, the plans will either be amended or consolidated into the General
Plan/LCP/Zoning Ordinance. The evaluation will need to occur in parallel with the preparation
of the General Plan and other documents, so any needed information can be folded into them.
Staff Role: This task will be primarily a staff driven effort, with consultant support on mapping
and document design.
A. Screening and Disposition. All of the master, specific, and area plans will be evaluated for
consistency with the Draft General Plan. As a first step, plans will be reviewed to ascertain:
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Whether policies have been implemented, and a master, specific, or area plan is no longer
needed.
If some specific policies or regulations are needed, if t)iese should be maintained in a
separate plan or folded into the General Plan or the Zoning Ordinance.
A preliminary list of plans that will be evaluated includes:
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Master Plans
La Costa Master Plan
Rancho Carrillo
Bressi Ranch
La Costa Resort & Spa Master Plan
Villages of La Costa
Robertson Ranch
Aviara
Hosp Grove Master Plan
Larwin (Tiburon)
Calavera Hills
El Camino Portals
Carlsbad Palisades
Pacesetter Homes
Batiquitos Lagoon Education Park I
Green Valley
La Costa Annexation
Rancho Del Ponderosa
Arroyo La Costa
Poinsettia Shores
Envision Carlsbad Phase 2: Work Program
July 15, 2010
Speciffc Plans
Encinas Specific Plan
Paseo Der Norte (COG)
Occidental Land Co.
Carlsbad Land Investors
College Business Park
La Costa Downs
Carlsbad Airport Business Park
Zone 20 Specific Plan
Carlsbad Ranch Specific Plan
Levante Street
Poinsettia Properties
Carlsbad Oaks North
Carlsbad Research Center
Carlsbad Airport Center
Mabee, John
Sea Gate Associates
Dos Colinas
Car Country
Local Facilities Management Plans
B. TAC Meeting. The TAC will meet to discuss any issues regarding use of the
master/specific/area plans by other departments.
C. Stakeholder Meetings. Stakeholders who use the existing master, specific, and other area
plans will be invited to give their input at a stakeholder meeting.
D. Consistency Evaluation and Update. For plans that will be maintained as stand-alone
documents, all policies will be reviewed for General Plan consistency, redundancy, and
obsolescence. Appropriate policies, proposals, and maps and diagrams will be updated.
E. EC3 Meeting. A summary of proposed changes to the master, specific, and other area plans
will be presented to the EC3, and their feedback solicited.
F. Hearing Draft Master, Specific, and Area Plan Updates. Hearing drafts of these
documents will be prepared. Because these documents are being updated simply for
consistency with the General Plan, no decision-maker review preceding the hearing drafts is
anticipated. Note that the EIR on the General Plan and other documents would form the
environmental review document for these plan updates.
Meetings: TAC Meeting (1)
Stakeholder Meetings
EC3 Meeting (1)
Products: Updated Draft Master, Specific, and Area Plans
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TASK 8: DRAFT ZONING ORDINANCE UPDATE
The purpose of this task will be to prepare a new Zoning Ordinance to implement the updated
General Plan, as well as prepare an easy to use and administer, modern, graphic enriched
document. With this in mind, our approach to a comprehensive update of the Carlsbad Zoning
Ordinance is to break down the project into major phases:
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Phase I -Diagnosis and Technical Analysis. Background studies, including technical
review, stakeholder interviews, and summary of issues to be addressed to implement the
new General Plan and respond to specific zoning issues of concern to City staff and
stakeholders.
Phase II -Choices for New Zoning. Analysis .of issues and options, and preparation of
an outline reflecting the framework for zoning that will implement the new General Plan.
This analysis will include ways of integraiing the LCP Implementation Plan into the
Zoning Ordinance, as well as evaluation of the appropriateness for Carlsbad of different
kinds of ordinance, such as a form-based code.
Phase III -Products. This phase includes drafting preliminary regulations to implement
the General Plan and other city policies, building on the approved outline and technical
revisions identified by City staff. Workshops on specific sections ("modules") of
preliminary regulations will be scheduled with the Planning Commission to provide
feedback to the consultant team. Then a public review draft will be prepared for hearings
and adoption.
Phase IV -Hearings and Adopted Ordinance. This phase includes preparation of
presentation materials for hearings, as well as the adopted Ordinance.
By moving from agreements on general approaches to the outline of specific regulations and then
agreements on modules, our work program involves City staff and the community in the update
process and generates a sense of ownership and commitment to the new regulations. Although
our work program is designed to address problems that may exist throughout the entire body of
current zoning regulations, the primary emphasis will be the preparation of a new code to
implement the new General Plan and to meet the requirements of State law.
One workshop with EC3, and four workshops ;,.,ith the Planning Commission will be held to
review issues and options, "modules" of preliminary regulations, and key initiatives. Hearings
for the Zoning Ordinance will be combined with those of the General Plan and the LCP.
Staff Role: Staff will participate actively in this process, providing a list of zoning issues to the
consultant, leading a tour focused on zoning issues, reviewing outlines, and the modules as they
are prepared.
A. Background Research; Stakeholders Interviews.
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General Plan Policy Matrix.Prepare a summary matrix of General Plan policies and
. programs related to zoning and identify how they will be implemented: by use
regulations, development and design standards or guidelines, development review or
development incentives. Include a column in the matrix to allow for comments by and
questions to staff.
Technical Review.Conduct a technical review of existing zoning regulations and other
applicable regulations such as the Airport Land Use Compatibility Plan. Review district
requirements, supplementary provisions, site development standards, parking and loading
requirements, sign regulations, administrative procedures for specific zoning approvals
and for administration of the ordinance ( e.g. noticing, hearing, and appeal provisions;
project review and permit requirements; permit extension and amendment provisions;
enforcement and abatement; and zoning text and map amendments). Identify conflicts
with the General Plan and applicable requirements of State and federal law.
District Review.Review the existing Zoning Map, the General Plan Land Use Diagram,
and other adopted policies and guidelines; discuss with staff the purpose of different Plan
designations and zoning districts, potential conflicts, and the City's approach to
identifying properties that may require rezoning. Develop districts that are intuitive,
relate to, and are consistent with General Plan land use designations.
Zoning Issues (City staff). Prepare a list of technical zoning issues and a summary of the
types of variances granted and standard conditions imposed on various types of projects
for the past two to three years, based on a sample of applications reflecting conditions in
the city. City staff also will identify Coastal Zone regulatory issues ( e.g. standards, public
access requirements, permitting problems). If certain types of variances are routinely
granted, it may be appropriate to re-write the applicable standard or zoning requirement
to avoid reliance on this procedure. This issues review will capitalize on previous
strategic review processes, stakeholder consultation, and reports generated by City staff.
Representative Projects (City staff). Assemble a representative set of project plans
showing the specific character of prior or expected development in the city for use in
reviewing how specific standards and design guidelines are applied or might need to be
modified to meet development objectives.
Stakeholder Interview Guide.Design a stakeholder interview guide that includes
pertinent questions regarding zoning and parking regulations, development standards,
project review requirements, Coastal Zone issues, potential inconsistencies between
zoning and General Plan policies and regulations, enforcement issues, ease of
implementation, monitoring, public access, user friendliness and other pertinent issues
relative to the Zoning Ordinance, for use in conducting stakeholder int~rviews.
Stakeholder Interviews, City Tour, and Kickoff Meeting.Prepare for and participate in
one or two days of stakeholder interviews, City staff, and city tour to be scheduled with a
Kickoff Meeting ( one trip). City staff will be responsible for identifying and coordinating
interviews and meetings with stakeholders. Issues identified by stakeholders will be
classified and sorted to identify common themes. The city tour will focus on development
projects that illustrate zoning issues. We will compile photos of typical buildings and
street frontages for use in analyzing need for new standards or changes to existing
standards.
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Zoning Issues Memo.Prepare a technical memorandum summanzmg zoning issues
raised in interviews and other meetings, discussions with City staff, policy analysis, and
consultant's review of the existing code. The memoran.dum will organize issues by topic,
including: districting; use regulations; development standards; and zoning administration
and propose options for dealing with these issues in the updated ordinance.
Zoning Issues Memo Review.Review the memorandum with City staff in a conference
call and eliminate regulatory proposals and other options that have little chance of
acceptance or would be extremely difficult to administer. The revised lisi will provide the
basis for the Issues and Options memorandum that will be prepared for review by the
EC3 in Subtask B.
Zoning Ordinance Update Newsletter. Prepare content for a Zoning Ordinance Update
Newsletter, and produce in conjunction with city communications staff. This newsletter
will include a project description, schedule, opportunities for public involvement, and
contact information. It is assumed the City will be responsible for printing and mailing.
B. Issues and Options; Preliminary Outline.
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Issues and Options Memo. Based on technical review of the City's zoning regulations,
City staff comments, and stakeholders interview, prepare a short Issues and Options
memorandum that distills the key choices and presents the "big ideas" for consideration
by City staff, the Technical Advisory Committee and EC3-a new framework for zoning
controls for Carlsbad, including how to address LCP implementation requirements. An
administrative draft will be prepared for City staff review and then revised based on staff
comments.
Issues and Options Workshop witlr EC3 and Planning Commission. Prepare a
PowerPoint presentation for a joint EC3/Planning Commission workshop, including a list
of specific zoning issues in Carlsbad ( e.g. diagrams of typical standards) and examples of
how peer communities may have resolved similar issues.
Zoning Ordinance Annotated Outline. Based on City staff and EC3 comments on issues
and options, prepare an armotated outline of the zoning regulations with a "plain English"
commentary. The outline will lay out the basic structure of the Zoning Ordinance update
and will be in sufficient detail to indicate what changes will need to be made to current
regulations, including: ·
-Number, types, and purposes of base zoning districts;
-Overlay and special districts, and provisions for planned development;
-Applicability of form-based approaches;
-General purpose sections of the new ordinance, including definitions, provisions for
"use classifications," supplemental standards for certain specific uses applicable in
some or all districts, administration, and enforcement;
-The overall organization and numbering system, and procedures for amendments;
and
Graphic illustrations of selected standards and guidelines and review procedures (by
title only).
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Annotated Outline Review, Review draft Outline with City staff; revise, based on
comments received. Once agreement is reached, re-organize tl1e existing ordinance using
a digital file provided by the city to follow the chapter sequence for the new ordinance
and include comments on revisions needed. Include "placeholders" for new regulations.
C. Administrative Procedures.
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Evaluate Administrative Provisions.Evaluate existing administrative provisions for all
zoning decisions and identify opportunities for streamlining. Processes evaluated will
include: Use Permits, Coastal Development Permits, Variances, Site Development Plans,
Planned Development, interpretations, zoning text and map amendments; General Plan
amendments; appeals, and revocations of discretionary permits. Procedures for citizen
participation in the development review process also will be evaluated. Coastal .Zone and
Coastal Development Permit procedures will be drafted "stand-alone" in order to
facilitate Coastal Commission review.
Update Definitions. Update definitions, including appropriate illustrations, and rules for
measuring floor area ratios, and sign area and determining setbacks and encroachments,
as needed ( definitions and rules for measuring building heights were recently updated).
Group like terms under headings to facilitate understanding of differences among terms
(e.g. lot types, lot lines, residential housing types, and street types). Prepare a summary
list of terms and cross-references for readers, similar to an index.
Prepare Module #1: Zoning Administration. Prepare Module #1, Zoning
Administration, including proposed amendments to administrative provisions, definitions
and rules of measurement; review with City staff and revise, based on City staff
comments. Prepare a PowerPoint presentation and conduct a Planning Commission
workshop on this module.
D. Use Regulations.
• Review Current Use Classifications.Evaluate merits of a "use classifications" system to
streamline zoning district use regulations. Prepare preliminary use classifications for City
staff review.
• Evaluate Current Use Regulations.Evaluate current use regulations and identify changes
needed in permitted uses and conditional uses to implement the General Plan; respond to
staff and stakeholder concerns and the technical review, including such issues as:
-Neighborhood-scale and land use compatibility;
-Limitations on auto•oriented development;
-"Protected" uses including wireless telecommunications, religious uses, and
residential facilities protected by federal and State law;
-"Flex space" for employment areas;
-Unique uses such as recreational services, personal services, etc.;
-Delineation of different kinds of open space or conservation areas;
-Coastal-related and Coastal-dependent uses; and
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-Mixed-use development.
Evaluate Current Specific Use Standards.Evaluate current standards for specific uses,
including City staff concerns about "problem" uses and provisions that are inconsistent
with State and federal law. Recently updated ordinances (such as Adult Businesses and
the Nonconforming Buildings and Uses) will be reviewed and incorporated into the
update. Prepare a summary matrix of proposed use regulations for all districts for staff
review, including limitations and standards for special uses as well as incentives for uses
at infill locations. Limitations include supplemental standards and limitations related to
maximum size and intensity of.use, location, hours of operation, setbacks and screening,
parking and loading locations, refuse collection, vehicular and solar access, screening of
mechanical equipment and outdoor storage, any special standards for noise and odors not
addressed by performance standards and accessory uses on residential properties
including recreational vehicle parking and storage, and home. occupations. As part of this
sub-task, the Consultant may draft revisions to correct inconsistencies with State or
federal law. Some uses that may require particular consideration may include:
-Alcohol outlets;
-Auto dealerships and related "auto row" businesses;
-Wireless communication facilities;
-Big box retail space;
Childcare centers;
-Convenience stores;
-Fast food outlets;
-Houses of worship;
-Private schools;
-Recreational uses and services; and
-Recycling operations.
Prepare Module 2: Use Regulations.Prepare Module #2: Use Regulations, including a
correspondence table comparing existing uses with proposed use classifications; revise
based on staff comments and prepare a PowerPoint presentation for a Planning
Commission workshop.
E. Development/Design Standards.
• Analyze Current Standards. Analyze current development standards and identify new or
revised standards and performance requirements such as:
-Base and maximum densities and F ARs;
-Walls, screening, and fences;
-Height and bulk ofresidential additions and accessory structures;
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Height of non-residential development as well as build-to lines and envelopes, where
appropriate;
Setback, streetscape and design standards;
Outdoor open space for multi-family development;
-Buffers, walls, screening and fences, outdoor facilities and storage;
-Pedestrian circulation, particularly in new commercial centers;
-Public access in the Coastal Zone;
-Transitional requirements adjacent to residential districts and public uses (i.e.
maintaining residential compatibility); and
-Parking.
Compile Photos.Compile additional photos of typical buildings and street frontages for
use in analyzing need for new standards or changes to existing standards. Review site
plans ofrepresentative projects.
Prepare Revised Standards.Prepare revised standards related to uses such as parking lots,
including parking lot landscaping and dimensional requirements, and supplementJll
regulations for accessory structures, green buildings, landscaping and buffer-yards,
temporary uses, wireless communication facilities, signs (the substance of existing
provisions will be retained with amendments limited to those necessary to comply with
the most current legal decisions by the U.S. Supreme Court and U.S. District Courts of
Appeal and reorganization so the format is consistent with other chapters), and other uses
not previously addressed.
Review and Update Housing Regulations.In close coordination with the Housing
Element update preparation, review housing-related policies and programs, including
density bonuses, affordable housing programs, and provisions for second units,
emergency shelters, community care facilities, and other special-needs housing types.
Consistent with the new Housing Element, update zoning provisions as needed to
implement adopted housing policies and to ensure compliance with State law.
Prepare Module #3: Development/Design Standards.Prepare Module #3:
Development/Design Standards, including a summary matrix of proposed standards with
illustrations of new concepts; revise based on staff comments and prepare a PowerPoint
presentation and conduct Planning Commission workshop on this module.
F. Draft Ordinance.
• Administrative Draft. Review Planning Commission comments on draft modules and
prepare an Administrative Draft Zoning Ordinance for City staff review. A one-or two-
day work-session with City staff on the administrative draft will be scheduled to review
outstanding issues.
• TAC Meeting. The TAC will meet to discuss their review of the Administrative Draft of
the Zoning Ordinance.
• Public Review Draft. Based on a consolidated set of comments from City staff, prepare
the Public Review Draft Zoning Ordinance.
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G. Draft Zoning Map.
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Administrative Draft Map. Prepare a map in GIS showing new districts (base and
overlay), using the City's existing zoning GIS layers and the new General Plan land use
designations as a starting point.
Public Review Draft Map. Following City staff review, prepare revised map for public
review (release along with Public Review Draft Ordinance).
H. Public Review.
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Public Review Process Preparation. Assist City staff in preparing for the public review
process; summary materials on the Draft Ordinance for use in City staff reports; public
workshops and hearings materials; and briefings for key interest groups. A "comment
form" could be used to focus comments on specific sections of the text and allow
comments to _be consolidated and responses prepared efficiently.
Response to Comments and Addenda. Assist City staff in establishing an approach to
responding to comments received on the Public Review Draft Zoning Ordinance.
Distinctions might be made between comments that address: 1) General Plan policies that
already have been established; 2) regulatory policies that would be considered by the City
Council; 3) regulatory provisions required to respond to State or federal law; and 4)
concerns that are beyond the scope of the Zoning Ordinance.
We will work with City staff to review the comments received, and to decide on an
approach to preparing any necessary addenda to the Draft for consideration by the City
Council.
Adoption Hearings.Adoption hearings are included in Task 10 .
Meetings: Kickoff staff meeting
City tour
Stakeholder interviews
EC3/Planning Commission Workshop on Issues and Options
City staff teleconference to review EC3 concerns and Annotated Outline
Planning Commission workshop on Module #1
Planning Commission workshop on Module #2
Planning Commission workshop on Module #3
TAC meeting on Administrative Draft Zoning Ordinance
Products: Matrix of General Plan policies related to zoning
Summary of issues from stakeholder interviews
Technical memorandum on zoning issues and options
Annotated Outline of Zoning Ordinance
Module #1: Zoning Administration-Administrative Draft and Final Version
Module #2: Use Regulations-Administrative Draft and Final Version
Module #3: Development/Design Standards-Administrative Draft and Final Version
Draft Zoning Ordinance and Map-Administrative Draft and Public Review Draft
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Envision Carlsbad Phase 2: Work Program
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TASK 9: ENVIRONMENTAL REVIEW
The objective of this task is to prepare a comprehensive Program Environmental Impact Report
(EIR). The EIR will fulfill CEQA requirements for environmenlal review of the updated General
Plan, LCP, Housing Element, Zoning Ordinance, and Master, Specific and Area Plan updates.
All of these together would be referred to as "the proposed Project." Impact assessment will be
conducted parallel to Plan preparation so that identified mitigation can be built into the General
Plan and other documents, resulting in a "self mitigating" plan. The environmental assessment
will utilize the most current guidelines for CEQA and for each issue area, including global
warming and greenhouse gases/climate change. The EIR will be prepared to take full advantage
of CEQA streamlining and tiering opportunities for future projects, whether in accordance with
provisions of SB 375 (PRC 2115), or other tiering and exemption provisions in CEQA. One EC3
meeting may be held to review new policies needed as a result of environmental analysis and
mitigation needs.
Staff Role: Staff will be responsible for reviewing all products, circulating the Notice of
Preparation and the Draft EIR, being present at the Scoping Meeting (and conducting any
additional scoping meetings if desired), reviewing outlines and proposed thresholds of
significance, and reviewing draft documents and providing direction on mitigation measures.
A. Notice of Preparation and Scoping Process (D&B).
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NOP.D&B will prepare a Notice of Preparation for the EIR on the Carlsbad General
Plan, Housing Element, LCP, Zoning, and Master, Specific, and Area Plans Update.
Because it has been determined that an EIR will be prepared, an initial checklist may not
be prepared. City staff will be responsible for distributing the NOP to a comprehensive
list of responsible and trustee agencies and the public, consistent with CEQA noticing
requirements.
Scoping Meeting.City staff will coordinate one public scoping meeting, including
sending out meeting notices and reserving appropriate facilities, and contacting resource
agency staff and inviting them to participate in the scoping meeting. D&B will facilitate
the meeting and will take notes on comments made by those attending. A summary
record of comments will be created using these notes for reference. Please note, that in
taking public and agency comments on the scope of the EIR, comments regarding
economic or social changes are generally not applicable. According to CEQA, "economic
or social change by itself shall not be considered a significant effect on the environment.
A social or economic change related to a physical change may be considered in
determining whether the physical change is significant." (CEQA Guidelines Section
15382, emphasis added).
Memo on NOP and Scoping Comments. D&B will review the summary of public
comments and prepare a technical memo with recommendations on how to address these
comments in the EIR, subject to consultation with the City. One memo will be prepared
to cover both written comments and public scoping meeting verbal comments.
B. EIR Approach and Organization (D&B, Dudek, F&P). In cooperation with sub-
consultants, D&B will prepare a memo for City staff that will:
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Provide an outline of the EIR document;
Identify required impact categories to be included in the EIR;
Recommend significance thresholds criteria; and
Recommend method of analysis for each impact category .
City staff will provide one consolidated set of comments to inform these components of the
EIR before analytical work gets underway.
C. Proposed Project and Alternatives Definitions (D&B). D&B will work with Staff to define
the major elements of the proposed Project and select a reasonable range of alternatives to the
proposed Project to be evaluated in the EIR. The City will likely consider the proposed
Project, the No Project Alternative, and two to three other project alternatives. The City, with
D&B assistance, will make an initial determination as to which alternatives are feasible and
merit in-depth consideration and which do not.
D. EIR Settings and Impact Analysis (D&B, Dudek, F&P). The consultant team will prepare
the environmental settings (i.e., existing conditions) and impact analysis for each
environmental issue area using the most up-to-date literature, maps, databases, and other
resources as identified in Task I. The setting information will provide the level of detail
needed for a programmatic assessment. D&B will ensure consistency of all issue area
sections using materials developed under Subtask B, as well as compliance with CEQA. The
issue area sections are as follows:
• Aesthetics. (D&B).D&B will prepare an assessment of visual resource and aesthetic
impacts of the proposed Project. The assessment will include: description of the regional
visual character and area-specific landscape viewshed units (which comprise the baseline
conditions for assessing aesthetic impacts); an overview of applicable policies and
guidelines regarding visual resources; an impact analysis that will focus on changes in
key public views, scenic corridors, and overall visual character resulting from changes to
the urban form; and recommendations and mitigation measures to lessen potential visual
impacts. The visual resources assessment will follow standards of professional practice
for aesthetic analysis.
• Air Quality (Dudek). The EIR will analyze impacts to local and regional air quality
associated with population growth and associated growth in vehicular traffic and energy
consumption due to residential and commercial development. Baseline ( current) and
future (2035) mobile, stationary, and area source emissions will be estimated and the net
change will be compared to significance thresholds recommended by the San Diego Air
Pollution Control District. It is anticipated that URBEM!S2007 land use and air emission
model will be utilized with development levels and trip generation rates identified in the
traffic analysis. Potential air quality impacts associated with construction will be
evaluated qualitatively because those impacts tend to be site-and project-specific. The
EIR analysis will include a discussion of the project's consistency with plans and
strategies to meet ambient air quality standards for ozone and particulate matter, both of
which are nonattainment pollutants in the San Diego Air Basin. To assess the potential
for future development under the General Plan Update to result in local violations of
ambient air quality standards, Dudek also will address carbon monoxide (CO) "hot spots"
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in a qualitative manner using background ambient air quality data and traffic data
provided in the traffic analysis. It is anticipated that the development under the General
Plan Update would result in a minor increase in traffic_ at impacted intersections and that
the General Plan Update will likely result in denser growth patterns, more transit use, and
include policies to reduce traffic congestion and associated CO hotspots.
Biological Resources (Dudek). The resnlts of the Open Space and Natural Environment
working paper and element will be incorporated into the EIR to analyze biological
resource impacts. This EIR section will include existing conditions, impact assessment,
and mitigation measures. The impact assessment will include an analysis of consistency
with all applicable regulatory documents, including but not limited to the HMP. Based on
input from City staff, Dudek will identify potential impacts to these resources resulting
from General Plan Update implementation and identify the policies and implementation
measures that address those impacts. Types of impacts to be evaluated include but are not
limited to habitat modification and fragmentation, wetlands impacts, impacts on species
migration patterns, and conflicts with existing plans or policies that protect biological
resources.
Energy, Greenhouse Gases, ar,d Climate Change (Dudek). This section will include a
description of GHGs, global climate change and its potential impacts, along with a
description of the fundamental regulatory efforts that form the basis for both statewide
and local GHG emission reduction goals and efforts. Much of this discussion will be
available from the Sustainability paper. Dudek will present the estimated GHG emissions
for baseline and full buildout (2035) scenarios. It is expected that these inventories will
cover all of the sources recommended in the June 2008 technical guidance advisory from
the Governor's Office of Planning and Research. The technical advisory recommended
that CEQA documents include those emissions associated with motor vehicles, energy
(e.g., natural gas consumption, electrical generation) and water supply at a minimnm. The
significance of the impacts.will be assessed qualitatively (and quantitatively if thresholds
are available for the region) in terms of the consistency or conflicts of the General Plan
Update with the plans and strategies developed to achieve the goals of AB 32.
Geology, Soils, and Seismicity (Dudek). Existing literature regarding geology and coastal
bluffs will be summarized to address potential project-induced geologic impacts,
including seismic hazards, liquefaction, and landslides. Bluff failure policies for the
General Plan will be considered in the discussion. Project impacts on soil quality and
erosion will also be evaluated.
• Hazardous Materials (Dudek).Dudek will provide an update to the hazardous materials
discussion found in the current General Plan, using existing available data. Topics
include hazardous materials spill prevention, and hazards risk assessment. Dudek will
also compile a database and GIS map of the clean-up, investigation, and underground
storage tank sites in the City, as listed on the Geotracker and Envirostor on-line
databases. Dudek will prioritize the sites with a ranking of 1-4, based on the extent of the
known or potential impact to environmental conditions (such as impacts to soil and
groundwater) in the City, with a value of 4 representing the greatest relative impact and a
value of I representing the lowest relative impact. The ranking will be based solely on
information obtained from Geotracker and Envirostor and from Dudek's current
knowledge of soil and groundwater contamination in the City based on past hazardous
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waste/materials studies within the City. This scope does not include agency file reviews
for the sites that lack information in Geotracker and Envirostor. Dudek will prepare a
brief report summarizing the database, and also a map. Dudek's analysis will respond to
other hazardous materials concerns identified through the scoping process, which may
include high pressure gas lines, high voltage electrical wires, etc. Toxic air contaminants
would be assessed in the Air Quality section.
• Historical, Archaeologic_al, and Paleontological Resources (Dudek). The results of two
papers (Open Space and Natural Environment, and History, Arts and Cultural Resources)
will be incorporated into .the EIR to analyze historical, archaeological, and
paleontological resource impacts. This EIR section will include existing conditions,
impact assessment, and mitigation measures. Based on input from City staff, Dudek will
identify potential impacts to these resources resulting from General Plan Update
implementation and identify the policies and implementation measures that address those
impacts.
•
•
•
Hydrology and Flooding (Dudek). The EIR will address potential impacts to the City's
drainage infrastructure as well as surface water quality impacts to sensitive downstream
water bodies such as the Buena Vista, Batiquitos and Agua Hedionda lagoons, and the
Pacific Ocean. Best Management Practices (BMPs) identified in the Resource
Management Element that address the effects of development will be considered in the
analysis. Any revisions to the City's Municipal Code, which establishes the minimum
requirements for project construction standards and grading plans, will be described.
Flooding effects will also be evaluated in the EIR, particularly in flood-prone areas near
lagoons, and potential flooding impacts related to sea level rise.
Land Use (D&B). Our analysis will address the recent and long-term trends in land use,
housing, and population within Carlsbad and San Diego County. The focus of the land
use analysis will be identifying whether proposed future land use patterns could
physically divide an established community or displace substantial numbers of existing
housing units or people (necessitating the construction of replacement housing
elsewhere), as well as potential conflicts with established land use plans, policies, or
regulations; and potential conflict with other applicable plans in adjacent cities. We will
evaluate potential impacts of the proposed Project on housing needs for low-and
moderate-income households and work to ensure that proposed policies adequately
address those impacts. It is expected that, to the extent feasible, potential land use
impacts will be mitigated by policies, programs, or objectives incorporated as a part of
the proposed Project itself.
Noise (Dudek). The noise analysis will include a discussion of traffic noise and
compliance with the City's adopted Noise Ordinance for both short-term and long-term
noise impacts. Impacts relating to noise from traffic, rail, airport, and stationary sources
will be addressed. The airport noise analysis will be based on the recently-updated
Airport Land Use Compatibility Plan, and will utilize contours contained therein. Current
noise levels in the City from the above sources will be presented followed by a discussion
of forecasted future noise levels anticipated with buildout of the General Plan Update and
alternatives.
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
Public Utilities and Infrastructure; Wastewater (Dudek). This section of the EIR will
evaluate potential impacts to water, wastewater, solid waste service, and utilities. Fire
safety and emergency response capacities will alsq be addressed. As part of the
discussion, existing water supply and providers will be identified, followed by an analysis
of water supply and demand based on anticipated buildout and population projection for
the General Plan Update, especially focused on infill areas. The analysis will rely on the
applicable Regional Urban Water Management Plan to evaluate water supplies and
demands. Required new connections to the water distribution system will be identified.
Transportation (F&P).F&P will prepare a transportation impact analysis to evaluate
impacts of the final Preferred Plan on the surrounding transportation system. This effort
will identify deficiencies associated with the General Plan for the roadway, transit,
bicycle, pedestrian, aviation, rail, and goods movement components of the transportation
system. The significance criteria developed under Subtask B will be applied to identify
significant impacts to the transportation system. Feasible measures to mitigate project
impacts will be identified, as appropriate.
E. Altenµ1tives Analysis and CEQA-required Conclusions (D&B, Dudek, F&P). These
sections of the Draft EIR will address specific findings required by CEQA, including:
• Alternatives Assessment and Environmentally Superior Alternative. Assessing the
environmental effects of the alternatives defined in Subtask C, in comparison to the
effects of the proposed Project for all identified impact categories. D&B will identify the
environmentally superior alternative. D&B also will prepare an easy-to-use matrix
displaying the impacts of each alternative to summarize the results of this analysis in the
Alternatives chapter.
• Significant and Unavoidable Impacts. This section will describe those significant
impacts that, despite feasible mitigation, cannot be reduced to a level of insignificance.
• Significan~ Irreversible Environmental Changes. As required by CEQA Guidelines
Section 15126, the EIR will present information on the extent to which the project would
result in an irreversible commitment of environmental resources.
• Cumulative Impacts. Cumulative impacts refer to two or more individual impacts that,
when considered together, are considerable or that compound or increase other
environmental impacts. D&B will work with the City to develop the basis for the analysis
of cumulative impacts for the proposed Project. The "List Approach" will consider all
past, present, and probable future pr@jects that could contribute to a significant
cumulative environmental impact, including planned developments under consideration
in the City, and other projects in the vicinity of the City. The "Projection Approach" will
consider development projections described in the County's General Plan as a basis for
regional conditions contributing to the cumulative impact. We anticipate using a
combination of the List Approach and the Projection Approach as appropriate for each
impact area. Some kinds of impacts, such as traffic, noise, air quality, and greenhouse
gases, are cumulative in nature and thus the analysis in each issue area section is likely to
be a cumulative impact analysis. In these instances, the cumulative impact section would
summarize those earlier analyses.
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
Growth-Inducing Impacts. As required by State CEQA Guidelines Section 15126.2, the
EIR will assess the ways in which the proposed Project could, either directly or
indirectly, foster economic or population growth o_r the construction of additional
housing. D&B will consider the proposed Project in terms of both the region's long-range
growth projections and nature of proposed future development within the urbanized
setting. For example, D&B will examine the "balance" of jobs and housing that would
result from implementation of the proposed Project (the relationship between the
numbers, locations, and types of jobs and the locations, costs, and types of housing units).
The focus of this analysis and potential mitigation measures will be on the proximity of
jobs and housing and ensuring that, based on the income levels of likely workers,
affordable housing can be provided nearby for these workers. The EIR will also consider
the growth-inducing effects of any necessary expansion of public services and utilities in
order to accommodate the proposed Project.
• Impacts Found Not to Be Significant. Areas of potential environmental impact where no
significant impacts were identified will be summarized here. This will include a
discussion of the reasons that various possible significant effects of the project were
determined not to be significant and were therefore not discussed in detail in the EIR.
F. Administrative Draft EIR. The Administrative Draft EIR provides City Staff with its first
complete review copy of the Draft EIR. Subtasks C through E above describe the major
components of the Draft EIR-the project and alternatives definitions, the environmental
settings and impact analyses, and the CEQA-required conclusions. Additional sections of tl1e
EIR that will be prepared as a part of the Administrative Draft submission include:
•
•
•
•
Front Matter. The front matter will include the Cover, Title Page, EIR Preparers, Table
of Contents, and Lists of Tables and Figures.
Executive Summary. The executive summary of the EIR is required by CEQA. The
executive summary will include abbreviated descriptions of the EIR purpose, methods
and major assumptions, project description and alternatives descriptions, alternatives
analysis major conclusions, including the Environmentally Superior Alternative, and any
areas of known controversy. A comprehensive table of impact statements, conclusions,
and mitigation measures will be provided at the end of the executive summary.
Introduction, Organization, and Study Approach. This section will describe the purpose,
scope, and organization of the EIR; provide background information on the NOP and
public scoping process, participation, and describe any other consultation that occurs in
the course of the preparation of the EIR ( e.g. tribal consultation); and describe the overall
approach, including timeframe, level of analysis, types of impacts, No Project vs.
proposed Project comparison, alternatives development and analysis, cumulative impacts,
relationship to other E!Rs, and intended use of the EIR.
Bibliography and Appendices. The Administrative Draft EIR will contain the following
information, including but not limited to that which is required by CEQA Guidelines
Section 15129: glossary, references cited by issue area, NOP and list of agencies and
persons contacted, NOP and scoping comments received, and any technical appendices
necessary (traffic studies, etc.). Dudek will be responsible for technical appendices for
their environmental issue areas, and F &P for technical appendices for transportation.
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--Envision Carlsbad Phase 2: Work Program
July 15, 2010
D&B will submit Administrative Draft EIR for City staff review. Comments from the City
will be provided as one consolidated set with discrepancies between staff comments resolved
prior to transmittal to D&B. This task includes in-house CEQA compliance review.
G. TAC Meeting. The TAC will meet at least once, focused on significant impacts and
mitigation measures identified.
H. Public Review Draft EIR/Notice of Completion. Following receipt of the City's comments
on the Administrative Draft EIR, D&B will work with City staff to determine the approach to
final changes. D&B will then work with Dudek and F&P to prepare the Public Review Draft
EIR, incorporating changes in response to the City's comments. D&B will prepare and
submit one copy of a "screen check" draft for fatal flaw review by City staff. Following one
final set of changes, D&B will produce the Public Review Draft EIR.
D&B will provide the City with 20 hard copies and a CD of the Draft EIR. City staff will
prepare and transmit the Notice of Completion to the State Clearinghouse. At this stage, D&B
also recommends that the City extend the NOC notification to the same agencies and
organizations that received the NOP.
I. Response to Comments and Final EIR (D&B, Dudek, F &P). This subtask will result in
the preparation of a Final EIR, which will contain a list of commentators, comment letters,
and responses to comments on the Draft EIR. Any changes to the Draft EIR text will be
marked with strikeout/underline formatting to show revisions [however, the entire Draft EIR
will not be republished]. Responses that are within the scope of work and budget consist of
explanations, elaborations, or clarifications of the data contained in the Draft EIR, as well as
minor corrections of background information. If substantive new analysis, issues,
alternatives, or project changes need to be addressed, or if the effort exceeds the budgeted
amount because of the number or complexity of responses, a contract amendment may be
required. The Final EIR proposed changes in response to public comments, and their
relevance to final revisions to the General Plan, will be presented to the Planning
Commission for their review and input prior to completing the Final EIR for certification.
J. (Optional) Support for EIR for Certification and Project Adoption.
•
•
Findings, Facts in Support of Findings, and Statement of Overriding Considerations .
D&B can prepare findings and facts in support of findings for any significant impacts,
and a statement of overriding considerations for any significant impacts found to be
unavoidable (if applicable) as part of the EIR certification process. These documents
assist in the certification of the Final EIR and approval of the proposed Project. The
findings would be in compliance with Sections 21081 and 21081.5 of the California
Public Resources Code.
Notice of Determination. D&B can also prepare and file the Notice of Determination
with the State Office of Planning and Research and the county clerk's office. The City
would be responsible for paying any filing fees associated with the EIR, though D&B
would provide the City with full information on the fees and would manage the filing
process.
It should be noted that because all feasible mitigation will be folded into the General Plan as
policy, a Mitigation Monitoring and Reporting Program is unlikely to be needed.
55
C
Envision Carlsbad Phase 2: Work Program
July 15, 2010
Meetings: Scoping Meeting
TAC Meeting
Planning Commission Meeting
Products: Notice of Preparation
Memo on Scoping Comments
Working Paper on EIR Approach ond Organization
Draft EIR Project Description and Alternatives Descriptions
Issue Sections? (Would the city want to review these once before the Admin draft?)
Adm in Draft EIR
Public Review Draft EIR
Response to Comments and Final EIR
TASK 10:HEARINGS AND ADOPTION
The objective of this task will be to take the Draft General Plan, LCP, Zoning Ordinance, Specific
Plan and Master Plan amendments, and the EIR through public review and hearings. Given the
large volume of documents that may need to go through the review and adoption process,
decisions on streamlining and sequencing review (such as joint Planning Commission/City
Council information sessions, or sequencing zoning adoption after policy documents have been
completed) may need to be explored. Consultant is scoped to attend four of the six hearings
indicated in this task.
A. Prepare Newsletters 3 and 4 (City). Newsletter #4 will be completed prior to the hearings,
and will summarize the key features of the General Plan and other documents, and provide
the hearings schedule. Newsletter #3 will be prepared mid-point between #4 and #2
(Preferred Plan), to report on progress with the various planning documents.
B. Final EC3 Meeting. This will be a short celebratory meeting, where hearing drafts of all of
the documents will be available for EC3 review. This meeting could also be noticed as a
Planning Commission meeting, so Commissioners have an opportunity to be briefed on the
salient components of the various documents, as the process moves into hearings. A
community open house (see sub-task below) will follow the meeting.
C. Conduct Community Open House. Following a short presentation (immediately following
the EC3 meeting, in the same room) that provides an overview and hearing dates, a
community "open house" will be held, where copies of all documents will be available for
community review, and community members will be invited to ask questions and offer
comments at stations.
D. Adoption Hearings. Planning Commission and City Council must consider adoption of the
new General Plan, Zoning Ordinance, LCP, master, specific, and area plan updates, and
certification of the Final EIR, in public hearings, following the public review period.
Presentation materials for the hearings will be prepared. It is suggested that the first of these
hearings be a joint meeting of the Planning Commission and the City Council. Thiswork
program anticipates two Planning Commission and two City Council hearings will be held.
56
. ,
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
E. Coastal Commission Hearings. D&B will attend two Coastal Commission hearings on the
LCP, and attend one preparatory meeting with Coastal Commission staff.
F. Adopted General Plan, Zoning Ordinance, LCP, and Master, Specific and AreaPlans.
Adopted versions of these documents will be prepared, based on exact adopted map and text
changes.
G. Final Data Transfer. D&B will provide the City final GIS shape files for drawings prepared
in GIS, compatible with City GIS specs, especially parcel-based zoning and General Plan
Land Use and LCP policy maps. Final adoption file versions will be transmitted to the City
via CD, containing PDFs appropriate for printing, web publication, and distribution by CD
copies, and all of the final files will also be provided in their original, editable form,
compatible with City software.
H. Web-enabled General Plan and Zoning Ordinance (optional). The General Plan, as well
as other documents, will be designed to provide easy navigation, in hardcopy, and
electronically on the Internet. A PDF document will be designed and prepared with text,
images, and graphics for both print and web use. The document will be fully indexed, and
searchable and hyperlinked through a table of contents and index of topics.
•
•
Custom Mapping.A dynamic web-based mapping product will be prepared through
Arc!MS, that allows users to create custom maps, by managing data layers and searching
addresses from any standard web browser.
Web-Based General Plan and Zoning Ordinance. Fully HTML coded General Plan and
Zoning Ordinance, to enable these to be used in an accessible manner on the Internet will
be prepared. Hyperlinks between the tables of content and. the documents will be
established. Map and policy links will be established, which would require collating
policies that apply to certain areas (such as open space protected areas) and linking these
to a map. We would need to comb through and collate all General Plan policies that have
a spatial attribute and link them back to the maps. With the Zoning Ordinance, the zoning
text and map will be integrated. Search and tab capabilities will be included.
Meetings: EC3 (final meeting)
Community Open House on Hearing Drafts
Planning Commission Hearings (2)
City Council Hearings (2)
Meetings with Coastal Commission Staff
Coastal Commission Hearings (2)
Products: Newsletter 3 and 4
Adopted General Plan, LCP, Zoning Ordinance, and Associated Maps
Adapted Updated Master, Specific and Area Plans
Final GIS files
Web-enabled General Plan and Zoning Ordinance (optional)
57
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Envision Carlsbad Phase 2: Work Program
July 15, 2010
5 Schedule
The schedule proposed for Phase 2 is presented in a flow chart below on the following page. Key
products and meetings are also shown. We propose a 26--month schedule leading to public review
drafts of all products, with an additional 2.5 months for 45-day public review of the Draft EIR,
and preparation of the Final EIR. Thus, adoption hearings can commence after month 29; this
means that if the project commences August 2010, the Final EIR will be completed January 2013,
enabling hearings to commence by February 2013. Assuming two to four months of Planning
Commission, Coastal Commission, and City Council hearings, this represents a 30-to 32-month
schedule leading to adoption of all documents. The EC3's last meeting would be October 2012.
While the schedule can be tightened, given the volume of documents, number of reviewing
bodies, and community outreach, a schedule that is more aggressive may not provide adequate
time for informed discussion. With that stated, we believe this proposed schedule balances time
requirements for thorough analysis and public input opportunities with City needs for timely
project completion, and will enable EC3 to stay involved, interested, and supportive of the
various components of the project. We can, however, modify the schedule to meet City goals and
work around staff or decision-maker time constraints.
58
..
75
Envision Carlsbad Phase 2 Master Schedule -
City of Carlsbad General Plan, LCP, and Zoning Ordinance Update
1
2
3
4
5
6
7
8
9
Tasks
Existing Conditions and
Issues Exploration
Plan and Policy
Alternatives
Preferred Plan
Draft General Plan
Housing Element
Draft LCP
Master Specific, and
Other Area Plans Update
Zoning Ordinance
Update
Environmental Review
10 Hearings and
Adoption
DYETT & BHATIA
Urban and Regional Planners
I Issues in Depth 11 Choices, Tradeoffs, and Key Decisions I [ Draft Products 1 1 Final Products I
2010 2011 201 2 2013
Aug. Sept. Oct. Nov. Dec. I Jan. Feb. Mar. Apr. May June July Aug. Sept. Oct. Nov. Dec. I Jan. Feb. Mar. Apr. May June July Aug. Sept. Oct. Nov. Dec. I Jan. Feb. Mar. Apr. May June July Aug
' . ~-. . . . ' . ' ' ' ' ' ' ' .
-~~010i 0i . rs ''--• : Working Papers:
1 Sustainability
2 The Local Economy, Business Diversity,
and Tourism
3 Open Space and the Natural Environment,
: : : Access to Recreation and Active, Healthy
: : : : : Lifestyles I I I I I
~ ••l~J~ ~ : : : 4 History, the Arts, Cultural Resources, High
: : , , : , Quality Education, Community Services
~: l?~~P1:~~
' : : : : 5 Walking, Biking, Public Transportation, and
' ' ' ' Connectivity
6 Small Town Feel, Beach Community
Character, Connectedness, Neighborhood
Revitalization, Community Design, Livability ······································· .................................. .
, , , , , L---'---'----'--'----'---l...---'-'--__,__,.......___,_'--...,___.____,...,........& 7 Pre Ii m ina ry Alternative Pia ns : : : : : ~-G~• ...:::::i...Q...G • G 8 FiscalModel , • • • • 13 'v V'Q' 14 1s : : : : ' "------...=-------'-------~--------1 9 Alternative Plans Report I I I I
: : 10 Report on Community Survey
Preferred Plan
• ~ • • I I I I I I I I 111 GP/LCP/Zoning Integration Structure
12 Preferred Plan and Key Goals/Policies
~ •
8 G~ 8 8 • E
~lfj. EJI
I I I I I
,fj 8 1~-.---.-----,---25_J---,---.----.---=-----;=::........,
,1 8.~ I e 's ' : s '. s ;-: :s : '.-o•D~
'
13 General Plan Outline
14 Admin Draft General Plan
15 Draft General Plan ················································ 16 Admin Draft Housing Element
17 HCD Review Draft Housing
Element
18 Memo on Stucture and
Organizational Options
19 LCP Annotated Outline
20 LCP Land Use Plan
21 LCP Implementation Plan
22 LCP for Coastal Commission ·······························································
23 Updated Specific/Area Plans
................................................
Zoning Ordinance:
24 Summary of Issues from
Stakeholder Interviews
25 Module 1
26 GP-Zoning Policy Matrix
27 Issues and Options Memo
28 Annotated Outline
29 Module 2
30 Module 3
31 Admin Draft Zoning Ordinance
32 Draft Zoning Ordinance . ...................................... .
EIR:
33 Notice of Preparation
34 Memo on Scoping Comments
35 EIR Approach & Organization
36 Project & Alternatives
Descriptions
37 Issue Sections
38 Admin DEIR
39 Public Review DEIR
40 FEIR
41-45 Adopted Documents
~ t i t 1! ~ l~~'i~!~
I : I :
D Consultant Effort •Product lfJ Stakeholder Interview ~ Community Workshop/
Open House
(One additional workshop,
not shown on graphic)
• EC3 Meeting • Planning Commission/
(Nine additional Housing Commission/
meetings, not City Council/
shown on graphic) Coastal Commission
(Consultant to attend ten
meetings only)
\Public Hearing • Staff Technical Advisory
Committee Meeting
(Consultant no present)
~ Newsletter
7'-1
Envision Carlsbad Phase 2: Work Program
July 15, 2010
6 Budget
The tables on the following pages explain the proposed budget in detail: Hours by Person by
Task, and Budget by Person by Task, for all firms. One item (web-enabled General Plan and
Zoning Ordinance) is shown as optional to enable the City to choose whether to include it.
We will complete the base proposed work program within a guaranteed maximum fee of
$1,395,340. The optional taskcosts$47,140; with the optional task included, the total budget
would be $1,442,480. These fees include all personnel costs, subcontractors' costs, and direct
costs, and delivery of products identified in the work program. Subcontractors' costs and direct
costs will be billed with no administrative markup or handling fee. This budget assumes that the
City will be responsible for preparing multiple copies of reports (with the exception of the EIR,
for which 20 copies are specified), printing of newsletter, and mailing of the newsletter/survey to
the public. The following items should be noted for the budget:
•
•
•
•
•
•
As explained in the scope and in the Staff Role text, updating of the master, specific, and
area plans will primarily be a staff responsibility. Our budget allocates only $23,310 for
consultant support on this task.
The budget includes consultant team attendance at up to 25 EC3 meetings; we believe
that the consultant Principal should attend all of these meetings to enable continuity.
The scope and graphics show a total of 17 meetings and hearings of the Planning
Commission, Housing Commission, Coastal Commission, or City Council. We have
budgeted consultant attendance at 10 of the 17; six prior to hearings, and four during the
hearings phase.We assume staff will kad/attend the remaining and any additional
meetings or hearings.
The consultant team will attend up to I0community workshops/open houses, as well as
conduct zoning stakeholder interviews. A small allowance is also built in for
neighborhood outreach and meetings with other boards and commissions. If staff
conducts additional outreach, synthesized notes will be provided to the consulting team.
A survey is included in thisscope.Three options are presented, costs for which would
range from about $15,000 to $25,000; for the sake of planning, our budget assumes
$20,000 for this task ($15,000 for BW Research and $5,000 for D&B).
Given the complex work program with multiple components, it may be prudent to budget
a contingency (about five to ten percent), which would be used only upon staff
authorization for additional tasks not included in the anticipated Scope of Work.
We are flexible with the budget and the scope, and will work with staff to meeting any budgetary
constraints the City may have.
61
Envision Carlsbad Phase 2: Work Program
July 15, 2010
This page intentionally left blank.
62
77
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Envision Carlsbad Phase 2 Budget
HOURS BY TASK
IS-ju>IO
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me:eonpJ budttt) Comn,o,,on Ordirlonce
C«tsult}
r~1.~~d~~~~·.··.·.·.··.·.· ·.·.·.·.·.·.·.·.·.·.·.·~·.j.·.·.· .................. +................. .. . ................... ·.·.·.·.·.)....... ........... . ....................... ,. .... . ......................... .
,-~-nb--iate : : ; 6
72
.. ... ,.
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, ~n .·+ ..... ·:::-:·::-:-:\. ....... .. .... T ............... S ............... &+ .............. $' .............. 1• .............................. 11' .............. ,o ............. :(6 ............... 1(i .............. 16 .............. 81!. .. ......... ......... .. .............. ~u ........... l:~H ........... ~ 20-:-,r:-·-r1 ...... ___ ·--, ... . " I 463 I 41 I 110 ! 141 I m I 52 I m I 1,199 1 102 I m I 201 I ,,m I 111 I 11, 1 1,m I m I 41 I 41 I m Ill : ,~;~=.=l . .. .. + ............ :: .. :J ....•........ J..... . .. .+ .............. .-\:......... Il ................ !j..-•••••••••••••.•. L. . l . . .... J .......... ·••;J ...... : ...... +. . . ........ j... ............. .]:...... • •.• + ..... ····••iL••···· ••....• '
. R
......... '\' ............. ~+ ............ ..
.................. l ............... + ............... + ................ f .............. f-.............. + .... ·.·.·.·.·.·.·.·.·.;f• ..... . •······-----·····-t-·················t .............. ;~;f' .............. ~·•· ............... ,.
~~ ................ , ..
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20r l •2t t t bividSIOM t : "2: f.:-z::k ..................................... : ................. !; : .................. i ..................... j .. .
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+ ................. , ............... j ............. + ..................... J ............. ;~ ............................... ~r .................. ..
~
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7o
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; ............. 1.
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172 ii 50 r.m 1,611 m .. ,r .................. r ................... l/) .............. IS• .. . r T"E ............. .
.. ............. -......... . .................................................... ) .......................... : .................................. .
IT
·+ ................. .J ...... -:rr
36
..... l6
7o
776
.....
H.rl<Petonon.Princpl t : : . ~-~;:~ ........................... (' ............ ; ............. !!. ........ _. .............. L ................... .-·£r-· .......................... ,._. ....................... fl_ ..... .-.............. ~ ............ j.... .. .. f ......... ····1 ................ !' .................. 1. -----······•-···· .. , 1 t t 6 ·1~:·· .................................................................... d .............. '.1 ................... 1 ....... .. 'f·~·---·-·--·~ i .............. Ti ............ ~f .................. j
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202 36 ii Sub-Total 6 172
RSG ·~;.;;i.·s,;.:,.,~~;;;,.;"'r···· I Ken lee, Senior Associate ·=~An.i;;i ............. ..
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'. ••
Envision Carlsbad Phase 2: Work Program
July 15, 2010
Appendix: Acronyms and Abbreviations
AB: Assembly Bill GIS: Geographic Information Systems
ALUCP: Airport Land Use Compatibility GP: General Plan
Plan
HC: Housing Commission
CC: City Council
HCD: California Department of Housing
CEQA: California Environmental Quality and Community Development
Act
LCP: Local Coastal Program
CESA: California Endangered Species
Act MPO: Metropolitan Planning
Organization
CIP: Capital Improvement Program
NOP: Notice of Preparation
DEIR: Draft Environmental Impact
Report RHNA: Regional Housing Needs
Allocation
EC3: Envision Carlsbad Citizens'
Committee RTP: Regional Transportation Plan
EIR: Environmental Impact Report SAND AG: San Diego Association of
Governments
FEIR: Final Environmental Impact
Report (also Final EIR) SB: Senate Bill
FESA: Federal Endangered Species Act TAC: (Staff Interdepartmental)
Technical Advisory Committee
GHG: Greenhouse Gas
67
Envision Carlsbad Phase 2: Work Program
July 15, 2010
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68
. . . ••
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DYETT & BHATIA
Urban and Regional Planners
755 Sansome Street, Suite 400
San Francisco, California 94111
(D •IS 956 •300 cl!! •IS 956 7315
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EXHIBIT 2
PLANNING COMMISSION RESOLUTION NO. 6710
A RESOLUTION OF THE PLANNING COMMISSION OF THE
CITY OF CARLSBAD, CALIFORNIA, RECOMMENDING
APPROVAL OF THE ENVISION CARLSBAD PHASE 2
DRAFT WORK PROGRAM, WHICH CONSISTS OF A
COMPREHENSIVE UPDATE TO THE CARLSBAD GENERAL
PLAN, LOCAL COASTAL PROGRAM, AND ZONING
ORDINANCE.
CASE NAME: ENVISION CARLSBAD
CASE NO: GPA 07-02/LCPA 07-02/ZCA 07-01
WHEREAS, the City Council accepted the Carlsbad Community Vision (Vision)
on January 12, 20 IO; and
WHEREAS, a critical step toward implementing the Vision requires updating the
General Plan, Local Coastal Program, and Zoning Ordinance to ensure that the policies and
regulations within said documents are aligned with the Vision; and
WHEREAS, the Envision Carlsbad Phase 2 Draft Work Program is attached
hereto as Exhibit "X;" and
WHEREAS, the Envision Carlsbad Citizens Committee has reviewed and their
comments have been incorporated into the Envision Carlsbad Phase 2 Draft Work Program;
and
WHEREAS, the Planning Commission did on the 7th day of July 2010, meet to
consider the Envision Carlsbad Phase 2 Draft Work Program.
NOW, THEREFORE, BE IT HEREBY. RESOLVED by the Planning
Commission as follows:
A) That the foregoing recitations are trne and correct.
B) That based on the evidence presented at the public hearing, the Commission
RECOMMENDS APPROVAL of the ENVISION CARLSBAD PHASE 2
DRAFT WORK PRO.GRAM.
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••
PASSED, APPROVED, AND ADOPTED at a regular meeting of the Planning
Commission of the City of Carlsbad, held on July 7, 2010, by the following vote, to wit:
AYES: Chairperson Douglas, Commissioners Baker, Dominguez,
L'Heureux, Montgomery,'Nygaard and Schumacher
NOES: None
ABSENT: None
ABSTAIN: None
~~~ F.tt''§ OUGLAS, ~
CARLSBAD PLANNING COMMISSION
ATTEST:
DON NEU
Planning Director
PC RESONO. 6710 -2-
. .
EXHIBIT3
The City of Carlsbad Planning Department
A REPORT TO THE PLANNING COMMISSION
P.C. AGENDA OF: July 7, 2010
ltemNo. 0
Application complete date: N/ A
Project Planner: Jennifer Jesser
Project Engineer: Ni A
SUBJECT; GPA 07-02/LCPA 07-02/ZCA 07-01 -ENVISION CARLSBAD -A request
for a recommendation of approval of the Envision Carlsbad Phase 2 Draft Work
Program, which consists of a comprehensive update to the Carlsbad General Plan,
Local Coastal Program, and Zoning Ordinance.
I. RECOMMENDATION
That the Planning Commission ADOPT Planning Commission Resolution No. 6710
RECOMMENDING APPROVAL of the Envision Carlsbad Phase 2 Draft Work Program.
II. INTRODUCTION
On January 12, 2010, the City Council accepted the Carlsbad Community Vision (Vision), which
is the result of Envision Carlsbad Phase I (Phase I) and reflects the community's most important
values and aspirations for Carlsbad's future. A summary of the Vision core values is included as
Attachment 2; a complete copy of the Vision was previously distributed to the Planning
Commission and is available on the project website (www.envisioncarlsbad.org).
One of the primary steps toward implementing the Vision is to update Carlsbad's General Plan,
Local Coastal Program, and Zoning Ordinance to ensure the policies and regulations within those
documents are aligned with the Vision (Envision Carlsbad Phase 2). The proposed Envision
Carlsbad Phase 2 Draft Work Program outlines the process to complete the update work.
III. PROJECT DESCRIPTION AND BACKGROUND
The purpose of this report is to request that the Planning Commission recommend to the City
Council approval ofa Draft Work Program for completion of Phase 2. The Draft Work Program
is summarized in Section IV, below, and a complete copy of the Draft Work Program is provided
as Exhibit "X" attached to Attachment I (Planning Commission Resolution).
As mentioned above, Phase 2 is necessary to align the City's policies and regulations with and
implement the Vision. The Vision is the result of a successful 12-month community-wide
visioning effort that occurred from November 2008 to November 2009 (Phase I).
The Carlsbad community participated in Phase I and expressed their values and aspirations for
Carlsbad's future through a variety of means, which included:
0
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GPA 07/02/LCPA 07-02/ZCA 07-01 -ENVISION CARLSBAD
JULY7,2010
PAGE2
• A 19-member Envision Carlsbad Citizens Committee (EC3)
• A citywide resident survey
• Four community workshops
• Stakeholder interviews
Dyett and Bhatia was the primary consultant that assisted the City in successfully completing
Phase I, and they are recommended as the lead consultant to complete Phase 2,
IV. ANALYSIS
A. Draft Work Program
The proposed Phase 2 Draft Work Program is summarized as follows:
TABLE 1
SUMMARY OF ENVISION CARLSBAD PHASE 2 DRAFf WORK PROGRAM
Task
1
Task
2
Task
3
Task
4
Task
s
Task
6
Existing
Conditions
& Issues
Exploration
Piao&
Policy
Alternatives
Preferred
Plan
Draft
General
Piao
Draft
Housing
Element
Draft Local
Coastal
Program
Summarv Descriotioo
Detailed research and technical data gathering corresponding to the
subject matter addressed by the vision core values (see Attachment 2) will
be conducted and assembled in the form of working papers, Working
papers will be presented and discussed during a series of topic-specific
EC3 working sessions, ·
Ideas regarding applying the Vision to existing conditions will be
translated into alternative land use and transportation plans for
consideration and discussion by the EC3 and the public,
A Preferred Plan will be developed and refined in collaboration with the
community and decision makers, including four community workshops,
Much of the focus of choosing a Preferred Plan will revolve around
satisfying the Vision core values and achieving a balanced mix of land
uses based on identified need. Key policies will be defined. Choices and
tradeoffs will be discussed regarding the integration of the General Plan,
LCP, Zoning, and Specific and Master Plans.
The Preferred Plan and Key Policies will be combined and expanded into
a Draft General Plan. General Plan chapters are intended to closely
correspond with the Vision core values,
In this task, the Carlsbad Housing Element will be updated in conjunction
with the update of the rest of the General Plan, to ensure information and
policies are fully integrated and consistent.
The Draft Local Coastal Program (LCP) will be prepared concurrent with
the Draft General Plan, and will connect Coastal Act requirements to the
Vision core values.
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GPA 07/02/LCPA 07-02/ZCA 07-01 -ENVISION CARLSBAD
JULY7,2010
PAGE3 •
TABLE 1, CONTINUED
SUMMARY OF ENVISION CARLSBAD PHASE 2 DRAFT WORK PROGRAM
Summarv Descrintion
In this task, existing master and specific plans will be evaluated for
Task Master& consistency with the updated General Plan, LCP, and Zoning Ordinance.
7 Specific Plan Based on this evaluation, they will be either amended to be consistent
Updates with or consolidated into the updated General Plan, LCP, and Zoning
Ordinance, or eliminated if they are no longer necessary.
The Carlsbad Zoning Ordinance will be updated to implement the new
Task Draft Zoning General Plan, and ensure consistency with current practices and state and
8 Ordinance federal law. The new Zoning Ordinance will be easy to use, flexible, and
enriched with graphics and illustrations. New tools will be developed for
navigation of the ordinance (including web approaches).
A comprehensive program Environmental Impact Report (EIR) will be
prepared. The EIR will fulfill CEQA requirements for the updated
Task Environmental General Plan, LCP, Specific/ Area Plan updates, and Zoning Ordinance.
9 Review Impact assessment will be conducted parallel to Plan preparation so that
mitigation can be built-in to the Plan as policies, rather than added-on as
"mitigation." The most current CEQA guidelines will be used for each
issue area, including global warming and greenhouse gases (GHGs).
Task Hearings & Draft documents will be taken through the hearing process and undergo
certification (in the case of the EIR) and adoption (for planning and 10 Adoption zoning documents).
B. Consultant Team and Roles
As mentioned previously, Dyett and Bhatia was the primary consultant for Envision Carlsbad
Phase I. Staff and the EC3 have developed a good working relationship with Dyett and Bhatia,
and they are familiar with the community's values as a result of the Phase I visioning process.
Dyett and Bhatia also have a high level of expertise and experience in preparing General Plan,
LCP, and Zoning Ordinance updates. Therefore, based on the established working relationship,
their familiarity with the community's Vision, and their expertise in updating city policies and
regulations, staff recommends that Dyett and Bhatia continue their work with the City and assist
in the completion of Envision Carlsbad Phase 2.
In addition to Dyett and Bhatia, the proposed agreement includes various sub-consultants that
will assist the City and Dyett and Bhatia (primarily related to the environmental impact report).
The following is a list of the consultants that are proposed to assist in the completion of Phase 2,
and a description of their roles:
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GPA 07/02/LCPA 07-02/ZCA 07-01 -ENVISION CARLSBAD
JULY7,2010
PAGE4
Consultant
Dyett&
Bhatia
(D&B)
Dudek
Fehr&
Peers
Associates
(F&P)
Rosenow
Spevacek
Group
(RSG)
BW
Research
(BWR)
Optional
Facilitator
TABLE2
CONSULTANT TEAM AND ROLES
Role
Planning and Consultant Project Management. D&B and City staff will work
together to lead all aspects of the preparation of Phase 2. D&B will manage
preparation of background research, alternatives, as well as the General Plan
(including the Housing Element). D&B will review, coordinate, and edit work of
the sub-consultants, and ensure that all work products are seamlessly integrated.
D&B will also have responsibility for the preparation of the LCP and the Zoning
Ordinance, and will manage and coordinate the Environmental Impact Report
(EIR), with technical input from other technical consultants/sources.
Environmental Planning. Dudek will take the lead on preparing the background
information on the environmental technical topics, including biological resources,
air quality, energy, climate change, hydrology and water quality, hazards/
hazardous materials, noise, and geology, soils, and mineral resources. Dudek will
also lead research and analysis for cultural and historic resources.
Transportation Planning. F&P will work with D&B and the City on
transportation analysis and will develop a circulation system that is green, clean
and integrated with land use; balances the needs of autos, bikes, and pedestrians;
and is consistent with desired neighborhood character, and addresses the
community's walking, biking, and connectivity needs expressed in the Vision.
F &P will also coordinate with SAND AG on traffic modeling.
Economic and Fiscal Consultants. RSG will provide the background working
paper on economic opportunities that will include analysis of long-term land use
demand, focusing on key land uses and opportunity sites; prepare a fiscal model
and evaluate impacts of land use alternatives on the City's General Fund; and
prepare the economic prosperity strategy for the General Plan that is consistent
with the economic objectives of the Vision.
Public Opinion Surveyors. BWR will conduct a public opinion survey on land
use and transportation alternatives developed for the General Plan update.
Public Facilitation. The Draft Work Program provides for the addition of a
public facilitator for involvement at specific community workshops/meetings, if
determined necessary.
C. City Staff Role
Phase 2 will be a partnership between City staff, EC3, and the consultant team. The
complementary skills and knowledge of staff and consultants will result in a process that is
efficient and a General Plan, LCP, and Zoning Ordinance that are effective.
91
GPA 07/02/LCPA 07-02/ZCA 07-01 -ENVISION CARLSBAD
JULY 7, 2010
PAGES
Throughout Phase 2, city staff will:
• Provide baseline information to consultants about Carlsbad.
• Provide direction to consultants and carefully review all work products.
• Coordinate with the EC3, City Council, Planning Commission, and other boards,
commissions, and committees.
• Lead the preparation of amendments to master and specific plans.
• Lead community outreach and communications.
• Maintain communication with neighborhood and other interest groups.
• Coordinate with surrounding jurisdictions and other agencies.
In addition, a Technical Advisory Committee (TAC) will be formed, which will be comprised of
members from all major departments in the City. The primary role of the TAC will be to advise
on the technical aspects of the General Plan, LCP, and Zoning Ordinance.
D. Community and Decision-Maker Involvement
The Phase 2 Draft Work Program is designed to actively involve the community and City
decision-makers throughout the process. As mentioned previously, the objective of Phase 2 is to
align the General Plan, LCP, and Zoning Ordinance with the Vision. The Vision directly reflects
the community's aspirations for the future, as expressed during Phase I; therefore, any document
designed to implement the Vision (i.e., the General Plan, LCP, and Zoning Ordinance) must also
reflect input from the community to ensure that their .Vision is interpreted and implemented as
they envisioned. The community's input is critical in identifying preferred alternatives to
implement the Vision.
In addition to the community's participation in the process to update the General Plan, LCP, and
Zoning Ordinance, the City's decision-makers (City Council, Planning Commission, and other
Boards and Commissions) must also be involved at various stages of the process to provide
guidance and direction on key issues, and to ensure the process is proceeding in a direction that
they can support.
The following summarizes the community and decision-maker involvement planned for Phase 2:
TABLE3
SUMMARY OF COMMUNITY & DECISION-MAKER PARTICIPATION
The EC' will:
• Assist staff and D&B in shepherding the Phase 2 process .
• Review staff and consultant research and technical
Community
analyses.
EC3 • Participate in interactive workshop-style meetings .
Participation • Guide development of alternatives and the Preferred Plan .
• Provide direction on General Plan policies .
• Serve as conduits to the community, providing information
about the process and how to oarticioate.
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GPA 07/02/LCPA 07-02/ZCA 07-01 -ENVISION CARLSBAD
JULY 7, 2010
PAGE6
TABLE 3, CONTINUED
SUMMARY OF COMMUNITY & DECISION-MAKER PARTICIPATION
The community will:
• Provide input on alternatives and the Preferred Plan, as
well as the Housing Element, Zoning Ordinance, and
Other Environmental Review.
Community Residents & • Participate in:
Participation Community 0 Neighborhood & Group Meetings
Cont'd. Members 0 Stakeholder Meetings
0 Workshops
0 Survey
0 Open houses
0 Public hearings
The City Council and Planning Commission will:
• Provide direction at all key stages of the process ( as
City Council research is completed, or as public input is gathered, the
City Council and Planning Commission will review this & information and provide broad direction). Planning
Commission • Review key policy proposals .
Decision-• The Planning Commission will be directly involved 10
Maker steering the Zoning Ordinance update.
Participation • Hold hearings on all planning documents .
Other Other City Boards and Commissions will:
Boards, • Provide input related to aspects of the update process that
Commissions are closely related to their roles (e.g., the Historic
& Preservation and the Arts Commissions will be involved in
Committees the development of the History, Arts, and Cultural
Resources polices in the General Plan).
The City's Communications Department is currently working with Planning Department staff on
developing a communications plan, which will involve strategies to ensure widespread, clear,
and effective communications throughout Phase 2, including newsletters, City and media
publications, a project website, and possibly Facebook (or other similar interactive forum).
E. EC3 Review of Draft Work Program
At the May 12, 2010 EC3 meeting, the Phase 2 Draft Work Program was presented to the
committee. The EC3 was asked to review the Draft Work Program and provide comment. The
Draft Work Program was revised to incorporate the committee's comments, and on June 9, 2010,
was presented to EC3 for their consideration. The committee unanimously determined to
forward on the Draft Work Program as presented in the attachment to this staff report.
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GPA 07/02/LCPA 07-02/ZCA 07-01 -ENVISION CARLSBAD
JULY 7,20\0
PAGE7
V. ENVIRONMENTAL REVIEW
The activities associated with Envision Carlsbad Phase 2 (public outreach, analysis, research,
and preparation of draft documents) will not involve or result in any disturbance to the
environment, and is categorically exempt from the California Environmental Quality Act
(CEQA). CEQA Section I 5306 describes the following activities as being exempt from
environmental review:
" ... basic data collection, research, experimental management, and resource
evaluation activities which do not result in a serious or major disturbance to an
environmental resource. These may be strictly for information gathering purposes,
or as part of a study leading to an action which a public agency has not yet
approved, adopted, or funded."
The future adoption and implementation of a new General Plan, LCP, and Zoning Ordinance will
be subject to CEQA, and an Environmental Impact Report will be prepared as part of the Phase 2
process.
ATTACHMENTS:
I. Planning Commission Resolution No. 6710
2. Summary of the Carlsbad Community Vision
Planning Commission Minutes
Minutes of:
Time of Meeting:
Date of Meeting:
Place of Meeting:
CALL TO ORDER
July 7, 2010
PLANNING COMMISSION
6:00 p.m.
July 7, 2010
COUNCIL CHAMBERS
Chairperson Douglas called the meeting to order at 6:00 p.m.
PLEDGE OF ALLEGIANCE
Commissioner Schumacher led the Pledge of Allegiance.
ROLL CALL
0 EXHIBIT 4
Page 1
Present: Chairperson Douglas, Commissioner Baker, Dominguez, L'Heureux, Montgomery,
Nygaard and Schumacher
Absent: None
STAFF PRESENT:
Don Neu, Planning Director
Jane Mobaldi, Assistant City Attorney
Bridget Desmarais, Administrative Secretary
Sabrina Michelson, Senior Office Specialist
Gary T. Barberio, Community and Economic Development Director
Dave deCordova, Principal Planner
Van Lynch, Senior Planner
Shelley Glennon, Assistant Planner
Doug Bilse, Traffic Systems Engineer
Steve Bobbett, Associate Engineer
APPROVAL OF MINUTES
Chairperson Douglas asked if there were any corrections or revisions to the minutes of the meeting from
June 16, 2010.
MOTION
ACTION:
VOTE:
AYES:
NOES:
ABSENT:
Motion by Commissioner L'Heureux, and duly seconded, that the Planning
Commission approve the minutes from the Regular Meeting of June 2, 2010.
5-0-2
Chairperson Douglas, Commissioner Baker, Commissioner Dominguez,
Commissioner L'Heureux, and Commissioner Schumacher
None
None
ABSTAIN: Commissioner Montgomery and Commissioner Nygaard
Chairperson Douglas directed everyone's attention to the slide on the screen to review the procedures the
Commission would be following during that evening's Public Hearing.
·•.
Planning Commission Minutes July 7, 2010
PUBLIC COMM.ENT$ ON ITEMS NOT LISTED ON THE AGENDA
None.
PLANNING COMMISSION PUBLIC HEARING
Chairperson Douglas asked Mr. Neu to introduce the first item.
Page2
1. GPA 07-02/LCPA 07-02/ZCA 07-01 -ENVISION CARLSBAD -A request for a
recommendation of approval of the Envision Carlsbad Phase 2 Draft Work Program,
which consists of a comprehensive update to the Carlsbad General Plan, Local Coastal
Program, and Zoning Ordinance.
Mr. Neu introduced the first item and stated Principal Planner Dave deCordova would make the Staff
presentation.
Chairperson Douglas opened the public hearing on Agenda Item 1.
Mr. deCordova gave a detailed presentation and stated he would be available to answer any questions.
Chairperson Douglas asked if there were any questions of Staff.
Commissioner Nygaard stated her concern with making the Zoning Ordinance flexible as listed in the
work program. Commissioner Nygaard stated the clearer the zoning ordinance is the better it will be. Mr.
de Cordova explained that ideally Staff would like codes and ordinances that are clear. Mr. deCordova
will explore the options to create codes that are clear enough so that they can be implemented yet with
some degree of flexibility. Commissioner Nygaard asked about checking the zoning so that it reflects
what exists or is planned for in the community. Mr. DeCordova stated that is part of the work program.
Some of the initial work to be done will be to look at the existing land use patterns to see how well they fit
with the current land use plan. That will be reviewed to see how well it conforms or deviates from what
the community's vision is.
Commissioner Dominguez asked about Task 5 -Draft Housing Element. In meeting compliance with
SB575, he stated he would like to have the housing numbers sent to the Commission prior to it being sent
to SAN DAG. Mr. Neu stated the numbers are actually generated by .SAN DAG with input from the local
jurisdictions. When draft housing numbers are circulated, he stated that those numbers can be forwarded
to the Commission as the city receives them.
Commissioner Montgomery asked about Task 6 -Local Coastal Program. Commissioner Montgomery
inquired as to the thought process on not bringing the Local Coastal Program changes to the
Commission. Mr. deCordova stated the Commission's input will be received at the very early stages as
the General Plan is being developed. The Local Coastal Program is a parallel document that integrates
with and must be consistent with the General Plan. As the Commission reviews and provides input into
the General Plan, the Commission will be, at the same time, informing Staff how to work with the Land
Use Policies in the Coastal Zone. As far as the implementation portion of the Local Coastal Program, Mr.
deCordova stated that is found in the Zoning Ordinance and the Commission will have opportunities to
provide input at that time. Commissioner Montgomery asked if a "shuffle effect" would occur if the
Commission considered a modification to the Local Coastal Program further into the process. Mr.
deCordova stated there could be a ripple effect if the modification is a fundamental policy change.
Commissioner Montgomery asked if that would be acceptable to the Committee. Mr. deCordova stated
that he does not believe there would be an issue regarding the Local Coastal Program that the
Commission would not have dealt with in some form during the early stages through the development of
the General Plan.
Commissioner Schumacher asked about the timing of the updates to the Local Coastal Program. Mr.
deCordova stated there will be simultaneous updates with the Local Coastal Program and the General
CJ'f ,. ~'!<•·
Planning Commission Minutes July 7, 2010 Page 3
Plan. The Local Coastal Program becomes the sub.docum_ent. Commissioner Schumacher asked about
the make-up of the Committee for Phase 2. Mr. deCordova stated that along with the contract and work
program, Staff will be taking to the City Council a charter for the committee. The charter describes the
composition of the committee as well as their role and responsibil~ies. Staffs recommendation is to
largely keep the committee as it currently exists. For this phase, there will not be a facilitator and there
will be a chairperson and vice chairperson.
Commissioner Baker asked about the comments received from the Environmental Industrial Association
and how those comments will relate to the work plan. Mr. deCordova acknowledged receipt of a letter
from the Environmental Industrial Association. He stated he had a discussion with the representative for
the association and commented that he encouraged the representative to bring the concerns forward as
the General Plan Update process progresses.
Commissioner L'Heureux stated at the June 29th City Council meeting there were comments about the
Barrio and the Barrio Specific Plan. He believes there was consensus that the Council would like to see
some-sort of focus on the Barrio with the EC3. Commissioner L'Heureux stated he would like to add that
into the Scope of Work. Mr. deCordova stated there will be a Council workshop on July 20th to discuss
options with respect to planning for the Barrio area. The current Scope of Work does discuss the Barrio
area specifically and suggests it as a focus area so it will get extra attention during this second phase.
Chairperson Douglas asked about the order of the core values. Mr. deCordova stated there was not a
priority ranking given to the values. Chairperson Douglas asked about the order of the working papers
and how much involvement the EC3 committee and community at large will have on the working papers.
Mr. deCordova stated the working papers will be mostly research, background papers and there is no
intention of taking those to the EC3 for approval; however Staff will share the information with the EC3.
Chairperson Douglas asked when the next housing element is due. Mr. deCordova stated the timing of
the schedule will get the City to the deadline for the next housing element. Chairperson Douglas further
asked about smart growth areas in town. Mr. deCordova stated the work program talks about identifying
focus areas which merit further consideration. Chairperson Douglas also asked if the Barrio area will be
added to the working papers. Mr. deCordova stated the Barrio is not included in the working papers but it
has been acknowledged in the process.
Chairperson Douglas asked if there are any further questions of Staff. Seeing none, she asked if there
were any members of the audience who wished to speak on the item. Seeing none, Chairperson
Douglas opened and closed public testimony.
DISCUSSION
Commissioner Montgomery stated that Phase 2 is very comprehensive work program. He congratulated
Staff and the Committee members tot gathering all the ideas from the community and trying to make them
into a working document.
Commissioner Dominguez stated he was involved in the formative parts of this task. He stated it is a
huge undertaking but it will be worthwhile.
Commissioner L'Heureux stated it is a wonderful opportunity for the citizens to really get involved. He
commented that in order to make this work, there needs to be consensus.
Chairperson Douglas stated the details that need be worked out are immense. She also congratulated
Staff and the Committee members.
...
97
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Pl . C .. M. \...-anning omm1ss1on mutes July 7, 2010 Page4
MOTION
ACTION: Motion by Commissioner L'Heureux, and duly seconded, that the Planning
Commission adopt Planning Commission Resolution No. 6710 recommending
approval of the Envision Carlsbad Phase 2 Draft Work Program.
VOTE: 7-0
A YES: Chairperson Douglas, Commissioner Baker, Commissioner Dominguez,
Commissioner L'Heureux, Commissioner Montgomery, Commissioner Nygaard and
Commissioner Schumacher
NOES: None
ABSENT: None
ABSTAIN: None
Chairperson Douglas asked Mr. Neu to introduce the next item.
2. PUD 05-12(61 -LA COSTA OAKS NORTH 3.3 -Request for a determination that the
project is within the scope of the previously certified Villages of La Costa Program EIR
and that the Program EIR adequately describes the activity for the purposes of CEQA;
and a recommendation of approval of a Planned Development Permit Amendment for
building floor plans, elevations and plotting for the development of 67 single-family
detached homes within the Villages of La Costa Oaks North, Neighborhood 3.3, generally
located west of Rancho Santa Fe Road, south of Melrose Drive and north of Cadencia
Street in Local Facilities Management Zone 11.
Mr. Neu introduced Agenda Item 2 and stated Assistant Planner Shelley Glennon would make the Staff
presentation.
Chairperson Douglas opened the public hearing on Agenda Item 2.
Ms. Glennon gave a brief presentation and stated she would be available to answer any questions.
Chairperson Douglas asked if there were any questions of Staff. Seeing none, she asked if the applicant
would like to make a presentation.
Jack Henthorn, 1902 Wright Place, Suite 200, Carlsbad, representing Colrich Communities, gave a brief
presentation and stated he would be available to answer any questions.
Chairperson Douglas asked if there were any questions of the applicant.
Commissioner Baker asked which neighborhoods in the Villages of La Costa Master Plan have single
story homes. Ms. Glennon stated there are single story homes located along Rancho Santa Fe Road.
Chairperson Douglas asked if there were any members of the audience who wished to speak on the item.
Seeing none, she opened and closed public testimony.
DISCUSSION
Commissioner Montgomery stated he liked the project.
Commissioner Schumacher concurred with Commissioner Montgomery.
Commissioner Nygaard stated this project will be a nice addition to the city.
Commissioner L'Heureux stated he is in favor of the project and complimented the applicant on the
colored map depicting the placement of the various plans within the neighborhood.
EXHIBIT 5 ~ ;,. ..
Community~
Vision
Thousands of commurQ members have participa!ed ....
in the city-sponsored Envision Carlsbad program to create a
community vision for Carlsbad's future. The core values and vision
statements emerging from this process serve as a guide for city
leaders as they carry out their service to all who live, work and play
in the City of Carlsbad.
~···c:ARL.SBAD
Small town feel, beach community character and connectedness
Enhance Carlsbad's defining attributes-its small town feel and beach community character. Build on the city's culture of
civic engagement, volunteerism and philanthropy.
Open space and the natural environment
Prioritize protection and enhancement of open space and the natural environment. Support and protect Carlsbad's
· unique open space and agricultural heritage.
Access to recreation and active, healthy lifestyles
Promote active lifestyles and community health by furthering access to trails, parks, beaches and other recreation
opportunities.
The local economy, business diversity and tourism
Strengthen the city's strong and diverse economy and its position as an employment hub in north San Diego County.
Promote business diversity, increased specialty retail and dining opportunities, and Carlsbad's tourism.
Walking, biking, public transportation and connectivity
Increase travel options through enhanced walking, bicycling and public transportation systems. Enhance mobility
through increased connectivity and intelligent transportation management.
Sustainability
Build on the city's sustainability initiatives to emerge as a leader in green development and sustainability. Pursue public/
private partnerships, particularly on sustainable water, energy, recycling and foods.
History, the arts and cultural resources
Emphasize the arts by promoting a multitude of events and productions year-round, cutting-edge venues to host world-
class performances, and celebrate Carlsbad's cultural heritage in dedicated facilities and programs.
High quality education and community services
Support quality, comprehensive education and life-long learning opportunities, provide housing and community services
for a changing population, and maintain a high standard for citywide public safety.
Neighborhood revitalization, community design and livability
Revitalize neighborhoods and enhance citywide community design and livability. Promote a greater mix of uses citywide,
more activities along the coastline and link density to public transportation. Revitalize the downtown Village as a
community focal point and a unique and memorable center for visitors, and rejuvenate the historic Barrio neighborhood.