HomeMy WebLinkAboutDyett and Bhatia; 2010-08-04;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 AND BHATIA
THIS AGREEMENT is made and entered into as of the V _ day of
, 20 id , by and between the CITY OF CARLSBAD, a municipal.c
iocorporaton, ("City"), and Dyett and Bhatia, a California Corporation, ("Contractor").
RECITALS
A. City requires the professional services of a consulting firm that is
experienced in preparing general plans, local coastal programs, and zoning ordinances.
B. Contractor has the necessary experience in providing professional
services and advice related to conducting public outreach and preparing a
comprehensive update to the City's General Plan, Local Coastal Program, and Zoning
Ordinance.
C. Selection of Contractor is expected to achieve the desired results in an
expedited fashion.
D. Contractor has submitted a proposal to City and has affirmed its
willingness and ability to perform such work.
NOW, THEREFORE, in consideration of these recitals and the mutual covenants
contained herein, City and Contractor agree as follows:
1. SCOPE OF WORK
City retains Contractor to perform, and Contractor agrees to render, those services (the
"Services") that are defined in attached Exhibit "A", which is incorporated by this
reference in accordance with this Agreement's terms and conditions.
2. STANDARD OF PERFORMANCE
While performing the Services, Contractor will exercise the reasonable professional
care and skill customarily exercised by reputable members of Contractor's profession
practicing in the Metropolitan Southern California Area, and will use reasonable
diligence and best judgment while exercising its professional skill and expertise.
3. TERM
The term of this Agreement will be effective for a period of three (3) years from the date
first above written. The City Manager may extend the term of the Agreement as
necessary to complete the scope of work. Extensions will be based upon a satisfactory
review of Contractor's performance, City needs, and appropriation of funds by the City
Council. The parties will prepare a written amendment indicating the effective date and
length of the extended Agreement.
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4. TIME IS OF THE ESSENCE
Time is of the essence for each and every provision of this Agreement.
5. COMPENSATION
The total fee payable for the Services to be performed during the initial Agreement term
will be one million three hundred ninety five thousand and three hundred forty dollars
($1,395,340). No other compensation for the Services will be allowed except for items
covered by subsequent amendments to this Agreement. The City reserves the right to
withhold a ten percent (10%) retention until City has accepted the work and/or Services
specified in Exhibit "A".
Incremental payments, if applicable, should be made as outlined in attached Exhibit "A".
6. STATUS OF CONTRACTOR
Contractor will perform the Services in Contractor's own way as an independent
contractor and in pursuit of Contractor's independent calling, and not as an employee of
City. Contractor will be under control of City only as to the result to be accomplished,
but will consult with City as necessary. The persons used by Contractor to provide
services under this Agreement will not be considered employees of City for any
purposes.
The payment made to Contractor pursuant to the Agreement will be the full and
complete compensation to which Contractor is entitled. City will not make any federal or
state tax withholdings on behalf of Contractor or its agents, employees or
subcontractors. City will not be required to pay any workers' compensation insurance or
unemployment contributions on behalf of Contractor or its employees or subcontractors.
Contractor agrees to indemnify City within thirty (30) days for any tax, retirement
contribution, social security, overtime payment, unemployment payment or workers'
compensation payment which City may be required to make on behalf of Contractor or
any agent, employee, or subcontractor of Contractor for work done under this
Agreement. At the City's election, City may deduct the indemnification amount from any
balance owing to Contractor.
7. SUBCONTRACTING
Contractor will not subcontract any portion of the Services without prior written approval
of City. If Contractor subcontracts any of the Services, Contractor will be fully
responsible to City for the acts and omissions of Contractor's subcontractor and of the
persons either directly or indirectly employed by the subcontractor, as Contractor is for
the acts and omissions of persons directly employed by Contractor. Nothing contained
in this Agreement will create any contractual relationship between any subcontractor of
Contractor and City. Contractor will be responsible for payment of subcontractors.
Contractor will bind every subcontractor and every subcontractor of a subcontractor by
the terms of this Agreement applicable to Contractor's work unless specifically noted to
the contrary in the subcontract and approved in writing by City.
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8. OTHER CONTRACTORS
The City reserves the right to employ other Contractors in connection with the Services.
9. INDEMNIFICATION
Contractor agrees to indemnify and hold harmless the City and its officers, officials,
employees and volunteers from and against all claims, damages, losses and expenses
including attorneys fees arising out of the performance of the work described herein
caused by any negligence, recklessness, or willful misconduct of the Contractor, any
subcontractor, anyone directly or indirectly employed by any of them or anyone for
whose acts any of them may be liable.
The parties expressly agree that any payment, attorney's fee, costs or expense City
incurs or makes to or on behalf of an injured employee under the City's self-
administered workers' compensation is included as a loss, expense or cost for the
purposes of this section, and that this section will survive the expiration or'early
termination of this Agreement.
10. INSURANCE
Contractor will obtain and maintain for the duration of the Agreement and any and all
amendments, insurance against claims for injuries to persons or damage to property
which may arise out of or in connection with performance of the services by Contractor
or Contractor's agents, representatives, employees or subcontractors. The insurance
will be obtained from an insurance carrier admitted and authorized to do business in the
State of California. The insurance carrier is required to have a current Best's Key Rating
of not less than "A-:VM". OR with a surplus line insurer on the State of California's List of
Eligible Surplus Line Insurers (LESLI) with a rating in the latest Best's Key Rating Guide
of at least "A:X".
10.1 Coverages and Limits.
Contractor will maintain the types of coverages and minimum limits indicated below,
unless City Attorney or City Manager approves a lower amount. These minimum
amounts of coverage will not constitute any limitations or cap on Contractor's
indemnification obligations under this Agreement. City, its officers, agents and
employees make no representation that the limits of the insurance specified to be
carried by Contractor pursuant to this Agreement are adequate to protect Contractor. If
Contractor believes that any required insurance coverage is inadequate, Contractor will
obtain such additional insurance coverage, as Contractor deems adequate, at
Contractor's sole expense.
10.1.1 Commercial General Liability Insurance. $1.000.000 combined
single-limit per occurrence for bodily injury, personal injury and property damage. If the
submitted policies contain aggregate limits, general aggregate limits will apply
separately to the work under this Agreement or the general aggregate will be twice the
required per occurrence limit.
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10.1.2 Automobile Liability (if the use of an automobile is involved for
Contractor's work for City). $1,000,000 combined single-limit per accident for bodily
injury and property damage.
10.1.3 Workers' Compensation and Employer's Liability. Workers'
Compensation limits as required by the California Labor Code. Workers' Compensation
will not be required if Contractor has no employees and provides, to City's satisfaction, a
declaration stating this.
10.1.4 Professional Liability. Errors and omissions liability appropriate to
Contractor's profession with limits of not less than $1,000,000 per claim. Coverage must
be maintained for a period of five years following the date of completion of the work.
10.2. Additional Provisions. Contractor will ensure that the policies of insurance
required under this Agreement contain, or are endorsed to contain, the following
provisions:
10.2.1 The City will be named as an additional insured on General
Liability.
10.2.2 Contractor will obtain occurrence coverage, excluding Professional
Liability, which will be written as claims-made coverage.
10.2.3 This insurance will be in force during the life of the Agreement and
any extensions of it and will not be canceled without thirty (30) days prior written notice
to City sent by certified mail pursuant to the Notice provisions of this Agreement.
10.3 Providing Certificates of Insurance and Endorsements. Prior to City's execution
of this Agreement, Contractor will furnish certificates of insurance and endorsements to
City.
10.4 Failure to Maintain Coverage. If Contractor fails to maintain any of these
insurance coverages, then City will have the option to declare Contractor in breach, or
may purchase replacement insurance or pay the premiums that are due on existing
policies in order to maintain the required coverages. Contractor is responsible for any
payments made by City to obtain or maintain insurance and City may collect these
payments from Contractor or deduct the amount paid from any sums due Contractor
under this Agreement.
10.5 Submission of Insurance Policies. City reserves the right to require, at anytime,
complete and certified copies of any or all required insurance policies and
endorsements.
11. BUSINESS LICENSE
Contractor will obtain and maintain a City of Carlsbad Business License for the term of
the Agreement, as may be amended from time-to-time.
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12. ACCOUNTING RECORDS
Contractor will maintain complete and accurate records with respect to costs incurred
under this Agreement. All records will be clearly identifiable. Contractor will allow a
representative of City during normal business hours to examine, audit, and make
transcripts or copies of records and any other documents created pursuant to this
Agreement. Contractor will allow inspection of all work, data, documents, proceedings,
and activities related to the Agreement for a period of three (3) years from the date of
final payment under this Agreement.
13. OWNERSHIP OF DOCUMENTS
All work product produced by Contractor or its agents, employees, and subcontractors
pursuant to this Agreement is the property of City. In the event this Agreement is
terminated, all work product produced by Contractor or its agents, employees and
subcontractors pursuant to this Agreement will be delivered at once to City. Contractor
will have the right to make one (1) copy of the work product for Contractor's records.
14. COPYRIGHTS
Contractor agrees that all copyrights that arise from the services will be vested in City
and Contractor relinquishes all claims to the copyrights in favor of City.
15. NOTICES
The name of the persons who are authorized to give written notices or to receive written
notice on behalf of City and on behalf of Contractor under this Agreement.
For City:
Name Don Neu
For Contractor:
Title Planning Director
Name_
Title
Raieev Bhatia
Principal
Department Planning
City of Carlsbad
Address 1635 Faraday Avenue
Carlsbad. CA 92008
Phone No. (760) 602-4601
Address 755 Sansome St. Ste 400
San Francisco. CA 94111
Phone No. (415)956-4300
Each party will notify the other immediately of any changes of address that would
require any notice or delivery to be directed to another address.
16. CONFLICT OF INTEREST
City will evaluate Contractor's duties pursuant to this Agreement to determine whether
disclosure under the Political Reform Act and City's Conflict of Interest Code is required
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of Contractor or any of Contractor's employees, agents, or subcontractors. Should it be
determined that disclosure is required, Contractor or Contractor's affected employees,
agents, or subcontractors will complete and file with the City Clerk those schedules
specified by City and contained in the Statement of Economic Interests Form 700.
Contractor, for Contractor and on behalf of Contractor's agents, employees,
subcontractors and consultants warrants that by execution of this Agreement, that they
have no interest, present or contemplated, in the projects affected by this Agreement.
Contractor further warrants that neither Contractor, nor Contractor's agents, employees,
subcontractors and consultants have any ancillary real property, business interests or
income that will be affected by this Agreement or, alternatively, that Contractor will file
with the City an affidavit disclosing this interest.
17. GENERAL COMPLIANCE WITH LAWS
Contractor will keep fully informed of federal, state and local laws and ordinances and
regulations which in any manner affect those employed by Contractor, or in any way
affect the performance of the Services by Contractor. Contractor will at all times observe
and comply with these laws, ordinances, and regulations and will be responsible for the
compliance of Contractor's services with all applicable laws, ordinances and regulations.
Contractor will be aware of the requirements of the Immigration Reform and Control Act
of 1986 and will comply with those requirements, including, but not limited to, verifying
the eligibility for employment of all agents, employees, subcontractors and consultants
that the services required by this Agreement.
18. DISCRIMINATION AND HARASSMENT PROHIBITED
Contractor will comply with all applicable local, state and federal laws and regulations
prohibiting discrimination and harassment.
19. DISPUTE RESOLUTION
If a dispute should arise regarding the performance of the Services the following
procedure will be used to resolve any questions of fact or interpretation not otherwise
settled by agreement between the parties. Representatives of Contractor or City will
reduce such questions, and their respective views, to writing. A copy of such
documented dispute will be forwarded to both parties involved along with recommended
methods of resolution, which would be of benefit to both parties. The representative
receiving the letter will reply to the letter along with a recommended method of
resolution within ten (10) business days. If the resolution thus obtained is unsatisfactory
to the aggrieved party, a letter outlining the disputes will be forwarded to the City
Manager. The City Manager will consider the facts and solutions recommended by each
party and may then opt to direct a solution to the problem. In such cases, the action of
the City Manager will be binding upon the parties involved, although nothing in this
procedure will prohibit the parties from seeking remedies available to them at law.
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20. TERMINATION
In the event of the Contractor's failure to prosecute, deliver, or perform the Services,
City may terminate this Agreement for nonperformance by notifying Contractor by
certified mail of the termination. If City decides to abandon or indefinitely postpone the
work or services contemplated by this Agreement, City may terminate this Agreement
upon written notice to Contractor. Upon notification of termination, Contractor has five
(5) business days to deliver any documents owned by City and all work in progress to
City address contained in this Agreement. City will make a determination of fact based
upon the work product delivered to City and of the percentage of work that Contractor
has performed which is usable and of worth to City in having the Agreement completed.
Based upon that finding City will determine the final payment of the Agreement.
Either party upon tendering thirty (30) days written notice to the other party may
terminate this Agreement. In this event and upon request of City, Contractor will
assemble the work product and put it in order for proper filing and closing and deliver it
to City. Contractor will be paid for work performed to the termination date; however, the
total will not exceed the lump sum fee payable under this Agreement. City will make the
final determination as to the portions of tasks completed and the compensation to be
made.
21. COVENANTS AGAINST CONTINGENT FEES
Contractor warrants that Contractor has not employed or retained any company or
person, other than a bona fide employee working for Contractor, to solicit or secure this
Agreement, and that Contractor has not paid or agreed to pay any company or person,
other than a bona fide employee, any fee, commission, percentage, brokerage fee, gift,
or any other consideration contingent upon, or resulting from, the award or making of
this Agreement. For breach or violation of this warranty, City will have the right to annul
this Agreement without liability, or, in its discretion, to deduct from the Agreement price
or consideration, or otherwise recover, the full amount of the fee, commission,
percentage, brokerage fees, gift, or contingent fee.
22. CLAIMS AND LAWSUITS
By signing this Agreement, Contractor agrees that any Agreement claim submitted to
City must be asserted as part of the Agreement process as set forth in this Agreement
and not in anticipation of litigation or in conjunction with litigation. Contractor
acknowledges that if a false claim is submitted to City, it may be considered fraud and
Contractor may be subject to criminal prosecution. Contractor acknowledges that
California Government Code sections 12650 et seq.. the False Claims Act applies to
this Agreement and, provides for civil penalties where a person knowingly submits a
false claim to a public entity. These provisions include false claims made with deliberate
ignorance of the false information or in reckless disregard of the truth or falsity of
information. If City seeks to recover penalties pursuant to the False Claims Act, it is
entitled to recover its litigation costs, including attorney's fees. Contractor acknowledges
that the filing of a false claim may subject Contractor to an administrative debarment
proceeding as the result of which Contractor may be prevented to act as a Contractor
on any public work or improvement for a period of up to five (5) years. Contractor
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acknowledges debarment by another jurisdiction is grounds for City to terminate this
Agreement.
23. JURISDICTIONS AND VENUE
Any action at law or in equity brought by either of the parties for the purpose of
enforcing a right or rights provided for by this Agreement will be tried in a court of
competent jurisdiction in the County of San Diego, State of California, and the parties
waive all provisions of law providing for a change of venue in these proceedings to any
other county.
24. SUCCESSORS AND ASSIGNS
It is mutually understood and agreed that this Agreement will be binding upon City and
Contractor and their respective successors. Neither this Agreement or any part of it nor
any monies due or to become due under it may be assigned by Contractor without the
prior consent of City, which shall not be unreasonably withheld.
25. ENTIRE AGREEMENT
This Agreement, together with any other written document referred to or contemplated
by it, along with the purchase order for this Agreement and its provisions, embody the
entire Agreement and understanding between the parties relating to the subject matter
of it. In case of conflict, the terms of the Agreement supersede the purchase order.
Neither this Agreement nor any of its provisions may be amended, modified, waived or
discharged except in a writing signed by both parties.
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26. AUTHORITY
The individuals executing this Agreement and the instruments referenced in it on behalf
of Contractor each represent and warrant that they have the legal power, right and
actual authority to bind Contractor to the terms and conditions of this Agreement.
CONTRACTOR
(print name/title)ATTEST:
(e-mail add
<
(e^maffidress)
If required by City, proper notarial acknowledgment of execution by
must be attached. If a Corporation. Agreement must be signed by one corporate
officer from each of the following two groups.
*Group A.
Chairman,
President, or
Vice-President
**Group B.
Secretary,
Assistant Secretary,
CFO or Assistant Treasurer
Otherwise, the corporation must attach a resolution certified by the secretary or
assistant secretary under corporate seal empowering the officer(s) signing to bind the
corporation.
APPROVED AS TO FORM:
RONALD R. BALL, City Attorney
Assistant City Attorney
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CALIFORNIA ALL-PURPOSE ACKNOWLEMMBNT
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instrument the person(s), or the entity upon behalf of
which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws
of the State of California that the foregoing paragraph is
true and correct.
WITNESS my hand and official seal.
Placo Nolary Saal Above Signature.
OPTIONAL -
Signature of Nolary Public
Though the information below /s no/ required by law, It may prove valuable to persons relying on the document
and could prevent fraudulent removal and reattachment of this form to another document.
Description of Attached Document
Title or Type of Document:
Document Date:. Number of Pages:.
Signer(s) Other Than Named Above:
Capacity(ies) Claimed by Signer(s)
Signer's Name:
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Signer Is Representing:.
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EXHIBIT "A"
SCOPE OF SERVICES
See attached Envision Carlsbad Phase 2 Work Program, dated July 27, 2010
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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 ...................................................................................... 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
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Envision Carlsb~d Phase 2: Work Program
Approved.~y City Council July 27, 2010
6 Budget ................................ : ..................................................................................... 63
Appendix: Acronyms and Abbreviations .................................................................... 69
Figure~ 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
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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 I. 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
Small Town Feel, Beach
Community Character, and
Connectedness
Open Space and the
Natural Environment
Access to Recreation and
Active, Healthy Lifestyles
i -Vision Stateme~t
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. ·
I Prioritize protection and enhancement of open space and ttie natural
: environment. Support and protect Carlsbad's unique open space and ! agricultural heritage.
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1 Promote active lifestyles and community health by furthering access to ! trails, parks, beaches, and other recreation opportunities.
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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
f ... ---· ------..
'. Walking, Biking, Public
Transportation, and
Connectivity
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'\ Increase travel options through enhanced walking, bicycling, and public
transportation systems. Enhance mobility through increased connectivity
j and intelligent transportation management.
Sustainability
History, the Arts, and
Cultural Resources
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.
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. -----------4
High Quality Education and
Community Services
Neighborhood
Revitalization, Community
Design, and Livability
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.
Revitalize neighborhoods and enhance citywide community design and ·
livability. Promote a greater mix of uses citywide, more activities along the I coastline, and link density to public transportation. Revitalize the Village
1 as a community focal point and a unique and memorable center for
j visit~rs, and rejuvenate the historic Barrio neighborhood.
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Envision Carlsbad Phase 2: Work Program
Approved by City Council July 27, 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 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 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
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 spec_ify 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
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Envision Carlsb~d Phase 2: Work Program
Approved .~Y City'Council July 27, 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 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 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, 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 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
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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 Pl anning 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 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 fi ve sections. The Scope of Work also includes consultant attendance \
at four public hearings for adoption of the documents; these four may be with Plannmg
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 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 Pl an. 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 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 ReYiew, in the
form of forums, workshops, or open houses. Finally, community members will be invited to all
public meetings and hearings.
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Envision Carlsb~d Phase 2: Work Program
Approved .bY City' Council July 27, 20~ 0
MUL Tl FACETED 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 alternativ e 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
Although Task 1 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 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
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
-' . ' ":\. ·,i ....... 't il·i:. ,,,, , ,, I I-·· . 1 t}.-
8
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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 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 one
additional "floating" public workshop/open house will be needed, to be scheduled as additional
community engagement needs are identified.
STAKEH OLDER INTERVIEWS AND AGENCY CONSULTATIONS
Phase 2 stakeholder interviews, agency consultation meetings, and stakeholder fo rums will begin
as early as October 20 10, 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 comprehenstve
consultation list that includes neighboring jurisdictions, regional agencies such as SAND AG 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
9
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Envision Carlsbc1d 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 sur.wy
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 puplic review period. This
meeting appears as the eighth scheduled community workshop/open house on the diagrams. A
Planning Commiss ion meeting could also be held during public review to collect oral comments.
10
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Envision Carlsbad Phase 2: Work Program
Approved by City Council July 27, 2010
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 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.
Task 1
Task 2
! Workshops! Open Houses j EC3 Meetings ... --l--__ 1 ___ J _. 5
I 1 3
-T-ask_3___ j 4 2
Task 4 l 4 :
PCIHC/CC Meetings/Hearings
2
I
' i -~-:-:-:-:------1------2--------./1----·--~---------r-------------~--------·---~---
Task 7 1
_T_a_s_k_B _____ __,_ ________ __...!.I ______ 1 ___ _] ___________ 4 --·-------
Task 9 1 . --·. -· -·----
Task 10 \ 1 i 6
Subtotal Scheduled 10 19 17
Additional Floating 6 ------------·-· -___ I ___ _
Consultant Attending 10 25 10
11
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Envision Carlsbci9 Phase 2: Work Program
Approved.~y City Council July 27, 201 O
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, produ~ts, and / i
meetings. The Scope of work and proposed products directly build on Phase 1 work efforts. f,
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 Sp~vacek Group, Inc., Economic and Fiscal Consultants
• BWR BW Research Partnership, Inc., Public Opinion Surveyors
12
Envis ion Carls bad Phase 2 Task Summary, Public Participation, and Products
City of Carlsbad General Plan. LCP, ancl Zoning Ordinance Update
Summary:
Meetings:
EC3'
Public
Decision
Maknrs'
Technical
Advisor J
Products:
Task 1
Existing Conditions and
Issues Exploration
·Wwt.•1 P•p•s:< ·-·~· •
1 ~ustlNbilily ~\; t) '. ' .•
2 TIM.Local ECOnomy, 8u1ineS1
· ~~!_,~nd T?u~j~ · f '1,~/.
l·Opcl\Sp;1ce .nd\he N1wtel
EnvifOl'INM.~cessto'" t ~::~':.~~~· . ,• ,• . . ' 4 History. 1tll Arts, Cuku11t
ltesowcu;Hiot, Oaality • '{
&tucetfOf\ eorm:.~Y SltMcH J :·
5 W.t;119, BB;;nv, Pubk
• T111nsport1tion, ind .•
~Conneci.Mty -~--1;: .. ~-1:-i
, ·smd Town FeeL Be1cti· 1•
• Comn,nity Chu1eter.
CometlldntU,t~~ '
Nrr!9hbo<flood R1Yi\ll11Jlol\
_ Com"111nlty Oui9n. Livlbiity
1 Memo on ·K,y Ruulls oi'1~
AJ.rrinWtwhhf"l"I~··
Task 2
Pion and Policy
Alternatives
Task 3
Preferred
Plan
' ,\ Pnfamd Pia,, will bt j
~<vdap<d !','"' r<(>md if', •.
coqo~rnur~· ,wttli the·~ ... ~~t
communiJY, mad ~C'Clsion"'.J"
mohrt. in<lua<11rfou,
com,n11n1t1.~to/X4.t '
Mud,oftli<fon,sof .,, •.
choo~11go Prt/mtd Plan _;:
"W{II ~h,tarou,fd ~;~J~il,r.
rawf,jng th< V:nion ror< \
,-a/ut;S and QC/11,a,ing a i ·
balar,i,d m<< cf ~md ,µa lw<tl. oir'ide,1/ifiid nti,d, /, ky_ f!01iJies wlM bt ief,t'r.d.
Oroices and lrud«>J!s wiU w
Task 4
Draft General
Plan
Et S·G
' ·" .~· .... <: ~ '• I
14 0...,,.11'110 Out .. , " ••
15 Adlllin Df•h Gtntr•I Pa.ii·
Task 5
Housing
Element
fl! tl,is tcuk. tlrr Cs,rlsbad
H_ousini ~Eliment will W . ~ ..
updattd i11'conjuncllo111> .~
wltl, ,,.~ upifntt a/ tht reft ',1-
of tlit Gtt!trnl Plan. to _ • .-'
tnsu~ information aml_, _·
pol,icits art ~ully ittttgr~ttd
and ,a,uijt,nt. . ·' .,· .-.~:t 1\ ~. ,.;·.:;~.
Task 6
Draft Local
Coastal Program
Task 7
Master, Specific. and
Other Area Plans Update -. The Draft Loco.I Coastnl In this truk. oi,ti11g
Prpgram (~CP}:~i/1 w spaificloru, plan, will h<
prtpnrcd. 'ltathtr th.mi t'ra{~at~f?r.comis~tncy
1/uplicna'{,g itt/o'iw~tlon, with llrt Updattd Grntral
tht LCP wW be Jiiiptd Plu111 LCP, and Zutu'nt ·
primarily !'s; tool for · · ordinance., Baud On this
navigarinf th'e Gttt#rol : 'tval11ati01n, 1l1ty will bt
Plan and t~t lotting' ·; .i. .• .titl1er att'ltuded to be
OrJin~~ICt in ord~; lo fi'nd COnsisltn'( With or
all tht nuauiry consolid0ttd into· tht
"'.?'P:,n<nlJ aftl,e /,CP. updAJed G,n;n,I Plan, LCP.
• h a.nd Zon{ng Ofdinanct. 'or
\'·;" ··.:·~· .; "r~ill~~~"''~~ if ;1~11~c:tssn7 ..
Y"··· '
~,.
•,f '· \ '•
Task 8
Zoning Ordinance
Update
11rt Carlsbad Zonin.f
Ordtnanct (Title 21 oftht
Municipal Code) will be
updaltd to rtjltrt tht 11ew
Central Plan. and tnsurt
cansistt ncy wUJ, currt,1t
prat.ticu and sta.te and
fed,ral lnw. It also lndud<J
incrtaiing tht darily and
integral ion of LCP
conipont.nts of tht z.on;ng
Ortli11a1,ct, and dewlopi.ng
11tw tools for 1111t1igatio11 of
tl1t ordinance (indudlng
,wb app,oac:lr<.S},
ZS Summ,ry ol Issues from
Stahholdtr k\taMfWs
:Ni Module 1
21 GP-Zoning Matrix
21 lnuts and Options Merna
29 Annot111d Ou15ne
lO Module 2
31 Module 3
32 Admin Duh Zonlh9
Ofdinence
ll Or1h Zoning 0,cf.,,nc,
Task 9
Environmental
Review
A comprdv.ruive program
E.rrvironnitntal Impact
Report (f.JR} will b<
prepared. 1/oc FJR will /11/fill
CEQA nquirt.ru~nts for tht
upd,,ttd G<n<ml Plan, LCP.
Sp<rific/Arca Pla11 updata.
,md Z.011i11g Ordinance.
Jmpact nsun mt nt M-iU be
conducttd poralld to Plan
prrparaliotr so drat
mitigation ca11 ~ built-In la
th, l'tati as policies. re:Jlll,(r
than addtd..,n as
"'miligatiort.• Wt will wt tlrt
most wrnnl CEQA
guidtli11<J for ..ch issue ""'n. indutlingglobal
worming and CNCs.
Task 10
Hearings and
Adoption
Drn/t documents will b,
talctn through tl1t hcar,ng
process and undergo
ctrtificotion (i,1 tlic case: of
tJ,t £IR) and adoption (/or
plannirtg o,rd :oning
documtnts).'
Scoping OJHtn Hou.se
34 Notice of Preper,tion
JS Memo on Sc09ing
Comments
36 EIR Approach &
Org1ni11tion
31 ll<eh EIR Project &
Abtnalives Descriptions
31 Issues StCltOns
3• AdmlnOEIR
40 Pubk Rtvicw DEIR
41 FEIR
42.~ Adopttd Documents
[
I SIi tdd1Ct0n1l -1io,Clt1t-nMt1in9s lfl budg;;d. bl,;;,;;;~hown on th~]
2 Consuklnt to inend ltn meetings onty.
3 Consufllm no( p,eunt ------··-----1 --·--,------·--~--·-..
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
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 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 (A LUCP), energy (power
plant), wacer 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_9 Phase 2: Work Program
Approved .l;>Y City Council July 27, 2010
Vision Core Value
• \ ..• ,:. .... .. , •.• ••···• . .:1-··· · ..... · ., .... "" .... ,. ··.'.,
/('story._ t~·e Aris. -~11c(Cult.~~al).les,o~~!:1S::\ ·)\~ii.-t: .::. .. :';.
••••• •' ··.-:•.. . ""·' ·.-•( ••• ~. _.,C,:; e:_-• ..,. ... _, ...... !..,-...... ~-.. ~
·small Town Feel, Beach Community Character,
and Connectedness · ·
1 Neighborhood Revitalization, Community Design, · I
L.."~~-Livability ·-------J
. Working Paper 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 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 discus~ion.
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, pai:ticipating 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, 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 I, as well as detailed stakeholder meeting nores
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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Envision Carlsbcj_d 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 fo r 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, ".""hich will be
explored as part of the land .. use alternatives (Task 2). The topic of ec_onomic
sustainability will also be mentioned as one of the ''three E's of sustainability" in WP #1
(environment, economy, equity) and fi scal 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 citts
character and quality of life. A comp'rehensive 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 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 w ith 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 accessil:>ility, 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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Literat7:1re 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 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, f 1
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 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 information 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 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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Envision Carlsbad Phase 2: Work Program
Approved .by City Council July 27, 2010
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, am;! opportunities.
F&P will assess the surrounding neighborhood and define the character·ofthe 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 1/.i 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 wiM
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 adjacentland uses. Points of
access will be assessed, especially in re~ard 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 wi ll 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 fom1-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 ~swering 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, 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) wi ll 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 fo r 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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Envision Carlsba_d Phase 2: Work Program
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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
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
. ' The objective of this task will be to translate the conclusionsfrom 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 assemb°Zing 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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Envision Carlsbad Phase 2: Work Program
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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 Defini_ng Alternative Plans (Staff; D&B). D.ecision-maker
input will be reviewed, and a "world cafe" style workshop wi11 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 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 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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Envision Carlsbad Phase 2: Work Program
Approved_~y City Council July 27, 2010
• Transportation (F &Pj. 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 ahd CIP will be for the adopted 20 I 0/11 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 orientc;<;i 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 10-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 Alternati".e 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 (1)
City Council/Planning Commission Joint Workshop to Brainstorm on Alternatives
24
rt H ,,
EC3 Workshops (3)
TAC Meetings (2)
Products: Preliminary Alternative Plans
Fiscal Model
Workshop Materials on Alternatives
Alternative Plans Report
TASK 3: PREFERRED PLAN
Envision Carlsbad Phase·2: Work Program
Approved by City Council July 27, 2010
In this task, a Preferred Plan will be developed and refined in collaboration with the community
and decision-makers. Choices and tradeoffs 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 lanci uses. Additionally, framework conceJ?tS
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 res,ponsible 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 fo r
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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Envision Carlsbad Phase 2: Work Program
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D. 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 B WR, 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.
• Disadvantages: While the overall number of completed surveys will be highest under f t
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.
• 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 Alterratives 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
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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Envision Carlsba9 Phase 2: Work Program
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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 integrafron, 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 (J)
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 GP/LCP/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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Envision Carlsbad Phase·2: Work Program
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Community Vision. We will include both "guiding policies" (or goals) and "implementing
policies, " the fatter 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 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 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 Gen.era! 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 w ill 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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Envision Carlsba~ Phase 2: Work Program
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D. Prepare Administrative Draft General Plan (Consultant Team). Each element of the
General Plan will include background infonnation, 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 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;
\\'.ater quality, watershed management, wastewater, and water conservation;
Hazardous materials;
Air quality;
Greenhouse gases;
Climate change; and
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Envision Carlsbad Phase 2: Work Program
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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.
• Th e Local Economy, Business Diversity, and Tourism. This element w ill provide the
policy framework to ensure Carlsbad's long-term fiscal vibrancy, and economic
sustainability. Based on the analysis of recognized business trends and availa!Jle
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, Public Transportation, and Connectivity. This element will
encompass the fu ll 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 faci lity 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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Envision Carlsba9 Phase 2: Work Program
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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 wh.at 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 of renewable 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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Envision Carlsbad Phase=2: Work Program
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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; den~ity/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 fo r 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 desi red, 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)
TAS K 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 State housing law while meeting the
local challenges of smart growth, and derisity 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 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 allocation with the sustainable communities strategy of the RTP that f!n
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 for the fourth revision by January 1, 2009
(Carlsbad fa/ls 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/or 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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Envision Carlsbad Phase 2: Work Program
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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 buil9out.
• 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 2010 Census is the first census to eliminate the
long-form questionnaire. The basic, IO-question short-form data will be available, in . \ December 2010. In lieu of long-form data, more detailed information will be gathered
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 Jaw, 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 wiJJ 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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Envision Carlsbad Phase 2: Work Program
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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 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 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 r~fined, 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 comrrients. 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
fonn 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;
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 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.
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Envision Carlsbad Phase 2: Work Program
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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 {I). 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 11 ff
constraints; relationship between RHNA and sites inventory; housing goals and policies; 1'
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.
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 E~ment 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(])
Community Workshops (])
EC3 Meeting (I)
Housing Commission (I)
Planning Commission (I)
City Council (I)
Product: Administrative Draft Housing Element
HCD Review Draft Housing Element
Hearing Draft Housing Element
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Envision Carlsbad Phase:2: Work Program
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TASK6: DRAFTLOCALCOASTALPROGRAM
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 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 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 Hedionda Lagoon LCP Segment).
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).
• Detailed Structure and Organizational Options. The integration structure memo (from
Task 3) will be reviewed and e~panded 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 wi ll 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. · ·
·n. 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 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(])
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
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Envision Carlsbad Phase 2: Work Program
Approved by City Council July 27, 2010
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 Park 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
Carlsbad Oaks North
Carlsbad Research Center
Carlsbad Airport Ceriter
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.
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Envision Carlsbad Phase 2: Work Program
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C. Stakehold~r 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 ~imply 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 Meeting(])
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 -~f 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 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
pr~sentation materials for hearings, as well as the adopted Ordinance.
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Envision Carlsbad Phase 2: Work Program
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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 of 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
jor 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). Identify conflicts
with the General Plan and applicable requirements of State and federal law.
• District Review. Review the existing Zoning Map, the Genera] 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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Envision Carlsbad Phase 2: Work Program
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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 sta~eholders. 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.
• 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 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 wil!'be 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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Envision Carlsbad Phase· 2: Work Program
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• Issues and Options Workshop with ECJ 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 ~xisting ordinance using
a digital file provided by the city to fo llow 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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Envision Carlsbad Phase 2: Work Program
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• Prepare Module #1: Zoning Administration. Prepare Module #1, Zoning
Admint'stratioh, 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 revie~, 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
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 prope11ies
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 Jaw. 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.
Envision Carlsbad Phase 2: Work Program
Approved by City Council July 27, 2010
• 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 of representative projects.
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Envision Carlsbad Phase 2: Work Program
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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 Upd9te 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 wnh
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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Envision Carlsbad Phase 2: Work Program
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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: 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 l 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 211 5), 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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Envision Carlsbad Phase 2: Work Program
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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 rhay 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 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.
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Envision Carlsbad Phase 2: Work Program
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D. EIR Settings and Impact Analysis (D&B, Dudek, F&P). The consultant team will prepare
the enviro'nmental 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 pi:epare 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
fo r aesthetic analysis. ~
• Air Quality (Dudek). The EIR will analyze impacts to local and regional ai r quality
associated with population growth and associated growth in vehic_ul ar 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 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 proj ect'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 EIR to analyze biological
resource impacts. This EIR secti on 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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Envision Carlsbad Phase 2: Work Program
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migration patterns, and conflicts with existing plans or policies that protect biological
resourc·es.
• Energy, Greenhouse Gases, and Climate Change (Du dek). 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
/., ·r 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 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 cl ean-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 th~ 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 1 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 Paleontologica/ 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 secti on 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.
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Envision Carlsbad Phase 2: Work Program
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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 lagoons, and the
Pacific Ocean. Best Management Practices (BMPs) identified in the Resource
Management Element that address the effects of development wi ll 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 fl ooding 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 identify ing 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 ~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
of forecasted future noise levels anticipated with buildout of the General Plan Update and
alternatives.
• Public Utilities and Infrastructure,· Wastewater (Dudek). This section of the EI R will
evaluate potential impacts to water, w.astewater, 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, foliowed 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.
53
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Envision Carlsbad Phase 2: Work Program
Approved by City Council July 27 , 2010
E. Alternatives Analysis and CEQA-required Conclusions (D&B, Dudek, F&P). These
sections ofthe Draft EIR will address specific findings required by CEQA, including:
• Alternatives Assessment and Environmentally Superior Alternative. Assessing the
environmental effe.cts 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 oth"er
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.
54
Envision Carlsbad Phase 2: Work Program
Approved by City Council July 27, 2010
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 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 EIRs, 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 wi ll 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.
55
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Envision Carlsbad Phase 2: Work Program
Approved by City Council July 27, 2010
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 clarificati ons 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 fo r 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 Cal ifomia
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 w~uld manage the filing
process.
It should be not~d that because all feasible mitigation will be fo lded 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
56
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TASK 10:
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. f f
· 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 aJJ 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 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.
57
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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 wilt" 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 GIS files
Web-enabled General Plan and Zoning Ordinance (optional)
58
5 Schedule
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 Aug"ust 2010, the Final EIR will be completed January 2013, f t
· 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 infonned 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.
59
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Envision Carlsbad Phase 2: Work Program
Approved.by City Council July 27, 2010
This page intentionally left blank.
60
II i ,, ,
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Envis ion Carls bad Phase 2 Master Schedule
City or C.1rls1Jad General Plan, LCP. and Zoning Ordinance Update
'-~~~-••_•u_•_•_i_n_D_•~p-th~~~__,jLj~~~~C-h_o_ic_•_•._T_,_•d_o_o_ff_•_·•_n_d_K_•_v_D_•_c_i•_io_n_•~~~~JjLl~~~~~~~~~~~-D-r_•_ft_P_,o_d_u_c_11~~~~~~~~~~~-'jLj~~~~~~-Fi_n_•I_P_,_o_d_uc_1_s~~~~~___J
Tasks
Exis1ing Conditions and
Issues Exploration
2 Plan and Policy
Alternatives
J Preferred Plan
4 Draft General Plan
5 Housing Element
6 Draft LCP
7 Master, Specilic, and
Other Area Plans Update
8 Zoning Ordinance
Update
9 Env;ronmcntal Review
10 Hearings and
Adoption
DYETT & BH ATI A
.'lll(l
I
~'\111
Oct. NIN. Dec. Jan. Feb. Mar.
[ •. J Consultant Effort o P,oduct
June
l(j Stakeholder Interview
I ,'O 12
Oct. NIN. Occ. I Jan. Feb. Mar. May June
Im) Community Workshop/
Open House •
.; .,.
Q9 ECJ Meeting
(Six additional
meetings. not
shown on graphic)
(t Planning Commission/
Housing Commission/
City CounciV
Coastal Commission
CConsuttanl to auend ten
meetings only)
2013
Dec. ' Jan. Feb. Mar. Apr. May June July Aug
Working P1p«rs:
Sumiflabllitv
The Loni Economy, Businus Oivtrsily.
and Tourism
Open Space ind the Natural Environment.
Access to Recreation and Active, Hntthy
Utest-,les
History, the Ans. Cukural Resources, High
Ou1lrty Educttion, Community Services
W1lkinQ, Bikini, Pu~c Tr,nspar11tio11. ind
Connectivity
SmaN Town he( Buch Communhy
Ch11,cter, Connectedness. Neighbothood
R1vit11iz1tion, Communiry Design, livability
14 General P1,1n Outline
15 Adniin Orah Gener1I Plan
16 Draft General Pian .............. ·~· ·-·· 17 Admin Oreh Hou1ino Elem•nt
ti HCO Review Orah Uovsing
Elemenc ... ..
19 Memo on Stuc1ure and
Organizational Option,
20 LCP Annotated Outline
21 LCP l.r1d UH Plan
22 LCP lmplen1ent11ion Plan
~-\~r_l~.r ~~.l~il_l ~~T.miS~!~ ... _
·v ~.~~ ~n ~'.!.~~~~~-~ ~'-.~~~~~.~~··~~-~' 24 Updated Sp1cific/Af11 Plans
I Pre~rninarr Ahernative Plans Zoning Ordm1nG1:
, Fiscal Model
Rcpon on Community Survey
ZS Sunll'Tiary ol Issues hom
St1kehofde, ln1erviews
2, Module 1
11 Preltrrtd pt,n
\ Public Huring
-~-
27 GP-Zoning Policy Maui.:
21 lnues and Option, Memo
2' Annot11ed Outline
30 Module 1
31 Module 3
32 Adn1in Or1h Zoni~ Ordinance
33 Oratt Zoning Ordinance ...................... -. --
EIR:
34 Notice ol Prep1111ion
lS Memo on Scoping Comments
3' EIR Approach & O,ganiution
37 Project & AJttmallvcs
Oescnplions
38 Issue Sections
3' AdminDEIR
4G Pubfic Rev.ew DEIR
41 FEIR
~ Staff Technical Advisory
Commiuae Mee1ing
(Consultant no present!
~Newsletter
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 Commiss ion
_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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(1 ,r ,,
•
DYETT & BHATIA
Urban and Regional Planncn
755 Sansome Street, Suite "100
San Francisco. California 9"1 I 11
<rHIS 956 '4300 ~'415 956 7315
,.. ,
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