HomeMy WebLinkAbout08-10-16 PC Item 2 GENP-3521-2016 (Study Session for Zoning Regulations Update)Meeting Date: August 10, 2016
Item Number: 2
PLANNING COMMISSION AGENDA REPORT
SUBJECT: Study session to review and provide feedback on draft work program for the Zoning
Regulations update.
PROJECT ADDRESS: Citywide
BY: Amy Sinsheimer,
Michael Baker International
Consulting Planner
FILE NUMBER: GENP-3521-2016 FROM: Doug Davidson, Deputy Director DD
RECOMMENDATION: Consider staff report, public testimony, and provide feedback to staff on
the scope of work for the Zoning Regulations update.
1.0 PROJECT DESCRIPTION
In December 2014, the City adopted the updated General Plan Land Use and Circulation Elements
(LUCE). As part of the 2015-2017 financial plan, staff has been directed to conduct the Zoning
Regulations update to implement programs from the updated Land Use Element. The revisions will
also address other needed updates to the Zoning Regulations to create innovative zoning standards to
improve the regulations' effectiveness.
Staff is presenting the work program to the Planning Commission to obtain feedback on the scope of
work, including the specific line items in Task 2.9 and the optional tasks included in the draft work
program. The work program will also be presented to the City Council for the same purpose prior to
its release in a Request for Proposals (RFP) to hire a consultant to prepare the updated Zoning
Regulations. The full work program, including a scope of work, schedule, and budget, is included as
Attachment 1 to this report.
2.0 BACKGROUND
2.1 Land Use and Circulation Element (LUCE) Updates
The City initiated the LUCE update in early 2012 with the support of a Sustainable Communities
Planning Grant from the California Strategic Growth Council. The update's primary objectives
were to respond to any changed conditions in San Luis Obispo, incorporate sustainable practices
and policies, respond to new state planning requirements, including climate change, and engage
the community in a reaffirmation of the vision and goals for the city's future. The LUCE update
featured a community engagement program, which included a resident LUCE Task Force from
diverse geographic areas of the city; a citywide community survey; a series of six community
workshops; open houses; online forums; and numerous other outreach efforts.
3.0 DISCUSSION
3.1 Existing Regulations
The City's Zoning Regulations are the primary implementation tool for the Land Use Element.
The attached work program (Task 2.9) shows the Element's updated programs that specifically
necessitate amending the Zoning Regulations. In addition to implementing the updated Land Use
GENP-3521-2016 Zoning Regulations Update Work Program Study Session
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Element, other proposed subtasks have been included in Task 2.9 that have been identified as
necessary to this more comprehensive update to the Zoning Regulations. While staff conducted
in-house updates in 2007, 2009, 2010, 2012, 2013, and 2014, these updates addressed specific
issues and did not entail a comprehensive revisions to the Regulations. A more comprehensive
approach has been taken in developing the draft work program in order to allow San Luis Obispo
to continue to be innovative and in the forefront of best practices.
An example of an issue identified outside of a Land Use Element program is the need to overhaul
Table 9 (Land Uses Allowed by Zone) with current descriptions of land uses, to reduce overlap
among land use definitions, and for ease of use by staff and the public alike. For example, the
current Zoning Regulations include seven definitions for office land uses: five for permanent
primary office uses, one for other office uses, and one defining temporary and accessory offices.
Staff is continually trying to fit a proposed office use into the overlapping "professional,"
"production/administration," and "processing" office categories. The impacts of these office uses
are essentially the same. A reduction in the number of office use definitions would allow more
effective implementation of the regulations by staff and for the public. Updates to the office
categories needs review in a comprehensive manner to avoid unintended consequences. The
services of a consultant are critical for a more comprehensive update to change long-standing
implementation issues.
Staff has prepared a draft work program based on the understanding of the amount allocated for
the update in the 2016-2017 financial plan ($225,000) as well as the goal to complete the update
before the end of Fiscal Year 2016-17 (June, 2017). The line items and optional tasks do not all
fit within this budget or schedule. Staff seeks feedback from the Planning Commission about
priority tasks and whether exceeding the budget or schedule should be considered in order to
accommodate a certain set of priority tasks. The tasks in the update are broken out into line items
by cost to allow for this type of decision-making and discussion.
4.0 PHASES OF PROJECT
The draft scope of work has been divided into three steps:
1. Project Initiation and Coordination
This phase is intended to establish a program and plan for the City's Zoning Regulations update
through a series of meetings and other ongoing coordination between City staff and the consultant.
The task will include a kickoff meeting between City staff and the consultant, which will inform
the development of a final scope of work and outreach strategy. Following the kickoff meeting,
the consultant and City staff will hold a conference call to finalize the scope of work and outreach
strategy.
Once the scope of work and outreach strategy have been finalized, monthly meetings will be held
with the purpose of providing direction to the consultant, as needed. These meetings will be
coordinated between the City and the consultant on an informal basis, and the consultant will
prepare summaries for each of the meetings. City staff and the consultant will also coordinate via
phone and email on an as -needed basis.
GENP-3521-2016 Zoning Regulations Update Work Program Study Session
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2. Zoning Regulations Text Amendments
The purpose of this phase is to prepare updates to the existing Zoning Regulations based primarily
on the recent update to the City's General Plan Land Use Element (2014), as well as other staff -
identified updates (see subtasks of Task 2.9).
During this phase, the consultant will collect, analyze, and review data—including the General
Plan and existing Zoning Regulations—in order to assess internal and external consistency. The
consultant will prepare all drafts and final documents based on an approach agreed upon with City
staff and best practices for content, organization, and format. Additionally, this phase will include
outreach techniques and events. These events will include two community workshops, two
Planning Commission study sessions, a City Council study session, and several stakeholder
meetings. The events are intended to introduce the Zoning Regulations update process to the
community and decision-making bodies and to solicit input that will contribute to the
administrative draft document. As a result of input received during outreach activities, the
consultant will prepare a key issues summary and key issues papers in order to highlight some of
the most significant zoning issues and outline a framework for potential solutions.
The consultant will prepare an internal administrative draft of the updated Zoning Regulations,
which will then be revised, and a draft for public review and hearings will be prepared. This
document will be reviewed by City staff to ensure consistency, user-friendly organization, and
alignment with best practices and to ensure it addresses the issues identified in the key issues
summary. The consultant will then prepare final documents based on direction received from City
staff and decision -makers as needed. City staff will update the Zoning Map and will upload the
final documents to the City's website, including on the Municipal Code webpage.
3. Environmental Analysis/California Environmental Quality Act (CEQA)
This phase includes preparation of environmental analysis documents pursuant to CEQA
requirements. To meet these requirements, the consultant will prepare an addendum to the Land
Use and Circulation Element General Plan Environmental Impact Report (LUCE EIR) that
includes a project description and technical analyses which address each environmental issue area
in the CEQA Environmental Checklist. The addendum will be developed using the analysis in the
LUCE EIR. The addendum will demonstrate that the Zoning Regulations update will not result in
new significant environmental impacts, as it is a later project of the General Plan. The consultant
will finalize the addendum for submission based on direction from City staff. No public comment
period is required in this process, but the consultant will provide assistance to respond to
comments if the City chooses to circulate the addendum. Preparation of a Mitigated Negative
Declaration has been included in the list of optional tasks should it be determined that new
significant environmental impacts are raised by the ,Zoning Regulations update that were not
addressed in the LUCE EIR.
5.0 OPTIONAL TASKS
Also included in the scope of work and budget are optional tasks that can be integrated into the process
if selected for inclusion in the Request for Proposals. These include zoning tasks such as the
development of a Form -Based Code for the downtown, user guides and handouts related to the Zoning
Regulations, updates to the Zoning Regulations for consistency with the General Plan Circulation
GENP-3521-2016 Zoning Regulations Update Work Program Study Session
Page 4
Element and Housing Element, and medical marijuana use regulations, among others. The optional
tasks also include alternatives to tasks included in the primary task list. For example, the preparation
of a mitigated negative declaration (MND) is included under the optional tasks if it is required in
order to fulfill CEQA requirements should it be determined that an addendum to the General Plan
EIR is insufficient. The optional tasks also include additional community outreach options that may
be incorporated into the project, including stakeholder, staff, and community-based workshops, as
well as the creation of subcommittees and task forces.
6.0 SUMMARY
The attachment contains an itemized list of each task and a corresponding line item budget. The City
Council authorized a total budget of $225,000 for updating the Zoning Regulations, including the
Environmental Review and Airport Land Use Commission (ALUC) referral (see Attachment 2). The
tasks are outlined in 3 main areas: 1) LUCE implementation requiring updates to the Zoning
Regulations, 2) staff proposed changes to the Zoning Regulations, and 3) optional tasks for
consideration. The proposed changes are all accommodated in the approved budget, with the
exception of a few of the optional tasks. The "big ticket" item that would not be covered in the
proposed work plan is a Form Based Code (FBC) for the downtown. If a FBC is desired for the
downtown as part of the 2016-17 Budget, additional funding would need to be authorized by the
Council or tasks eliminated from the list to stay within the budget. If an Addendum to the LUCE EIR
turns out to be the appropriate CEQA document (as opposed to a Mitigated Negative Declaration),
additional budgeted finds could be available for other optional tasks. There could be some additional
funding for optional tasks coming out of the ALUC component, as well.
7.0 NEXT STEPS
Following the Planning Commission study session, a study session is scheduled with the City Council
on September 6, 2016 to present the Zoning Regulations update work program and to receive
feedback and request authorization of issuance of a RFP. The following steps will occur after approval
of an RFP has occurred:
• Issue RFP — September 2016
• Receive proposals — September/October 2016
• Projection Initiation — October 2016
8.0 ATTACHMENTS
1. City of San Luis Obispo Zoning Regulations Update Work Program
2. Significant Operating Program Change Community Development - Zoning Regulations
Schedule/Budget (2016-17 Financial Plan)
Attachment 1
We Make a Difference
INTERNATIONAL
CITY OF SAN LUIS OBISPO ZONING REGULATIONS UPDATE
•■
1 1 11111,01010 1. a16.
SCOPE OF WORK
The proposed scope of work for San Luis Obispo's Zoning Regulations update project is organized into
four primary tasks listed below. The table following describes each of these primary tasks and subtasks
with a list of meetings, consultant deliverables, and City responsibilities assumed for each task. The
schedule and budget for each of these primary tasks and subtasks are also provided in this section.
Primary Tasks
Task 1 - Project Initiation and Coordination
Task 2 -Zoning Regulations Text Amendments
• Task 3 - Environmental Ana lysis/CEQA/Airport Land Use Commission (ALUC) Referral
Project.Coordination
This task establishes a solid program and plan for the successful preparation of the City's Zoning Regulations
update. This task involves an initial staff meeting, a final scope, and an outreach strategy, as well as ongoing
project coordination. Generally, the consultant will be available on an as -needed basis to coordinate with City
staff to facilitate the efficient exchange of information and allow for a timely response to City needs for
information from the consultant team.
Task 1.1 — Project Initiation. At the outset of the project, consultant staff will participate in a kickoff meeting
with City staff to discuss the work program and scope, project logistics, outreach history, and data needs. To
expedite coordination for the project schedule, City staff should provide the consultant team with any cleanup
items (e.g., internal inconsistencies) that need to be addressed in the Zoning Regulations update.
Following the kickoff meeting, the consultant will prepare a final scope of work if any changes are needed to
the scope of work in the RFP. The consultant will also prepare a final outreach strategy outlining the proposed
public participation program for project information, public meetings, and corresponding tools and techniques
to engage the public and maximize agreement regarding zoning solutions.
Meetings
Consultant Deliverables
City Responsibilities
Attend kickoff meeting and
Kickoff meeting
Kickoff meeting agenda and
provide direction as needed
Conference call to discuss final
summary
Provide background data and files
scope of work and outreach
Final scope of work
Review final scope of work and
strategy (if needed)
Final outreach strategy
outreach strategy, participate in
conference call
MBAKERINTL.COM 2729 Prospect Park Drive,Suite 220 Rancho Cordova, CA 95670
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Attachment 1
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Task 1.2 - City Staff Work Sessions. This task includes monthly project coordination with the City. Unless
otherwise coordinated with other meetings and workshops included in this scope, this task is assumed to
include conference calls or in-person meetings with local consultant staff and follow-up e-mail correspondence.
The consultant's project manager will coordinate with the City's in-house project manager to determine an
informal agenda for each meeting, and the consultant will provide a written summary of discussion and any
follow-up items from the regular coordination calls/meetings. Depending on the planned agenda for each
meeting, other project team members (consultant and City staff) will be invited to participate in these regular
project coordination calls/meetings.
Meetings
Consultant Deliverables
City Responsibilities
14 (one per month) conference
Meeting summaries
Attend meetings/conference calls
calls or meetings with City staff
and provide direction as needed
Task 1.3 - Ongoing Project Coordination. The consultant's project manager will coordinate with the City
throughout the duration of the Zoning Regulations update project. The consultant will communicate with City
staff via phone and e-mail, as needed throughout the project.
Meetings
Consultant Deliverables
City Responsibilities
No deliverables associated with
Coordinate with consultant as
this task
questions and issues arise
TASK 2 - Zoning Regulations Text Amendments
The purpose of this task is to prepare updates to the existing Zoning Regulations, as well as to solicit and
summarize input regarding desired changes to those provisions. The primary driver of the required changes is
the recent update to the City's General Plan Land Use Element (2014) and other City staff -identified updates.
These are identified in detail under Task 2.7 This task involves review of existing documents, preparation of an
issues summary, and an annotated outline of proposed changes to the Zoning Regulations.
This task involves preparation of the Zoning Regulations update. Based on the project goals and objectives,
General Plan direction, the consultant will prepare the administrative draft, public review draft, public hearing
draft, and final documents. Before preparation of the administrative draft, the consultant will work with City
staff to determine an approach to document organization and format. The consultant will provide
recommendations for organization and format based on best practices and the City's existing Zoning
Regulations.
This task also identifies where public outreach will occur throughout the Zoning Regulations update. The
outreach components include public workshops, study sessions with decision -makers, stakeholder interviews,
and public hearings. Outreach throughout the update process is intended to present the update process and
purpose, and discuss potential solutions to maximize agreement in advance of drafting and revising
documents.
Task 2.1 - Data Collection, Analysis, and Review. The consultant will review the existing Zoning Regulations
(text and map), General Plan, and other relevant policies and plans adopted by the City. The consultant's review
will assess the adequacy of the existing text in terms of consistency with City -identified General Plan Land Use
Element programs, compliance with state and federal laws, internal consistency, completeness, and
conformance with appropriate best practices.
Meetings
Consultant Deliverables
City Responsibilities
No deliverables associated with
Provide pertinent data and
this subtask
documents to consultant
F 0 `7
Page 3
Task 2.2 — Document Organization and Format. Based on the existing Zoning Regulations organization and
format and input received from the City staff at the project kickoff meeting (see Task 1.1), the consultant will
provide recommendations to City staff for organization and format of the updated Zoning Regulations.
Drawing from past experience and best practices, the recommended approach will be mindful of the existing
organization while suggesting an approach that is logical and user-friendly. Recommendations will include one
or more options with an annotated outline demonstrating organization and general content. If feasible, the
consultant will update the City's existing Word document. If necessary, the consultant will prepare a new
Microsoft Word template based on the City's existing document.
Meetings
Consultant Deliverables
City Responsibilities
Recommended document
organization with annotated
Provide existing Word document of
outline. Draft may include more
Zoning Regulations for consultant
than one option. Final outline will
evaluation
be used to create new document
Review and provide comments on
template or update the City's
proposed approach to document
existing document (Microsoft
organization
Word).
Task 2.3 — Community Workshops. The consultant and City staff will facilitate two community workshops
prior to completion of the administrative draft Zoning Regulations. The workshops will take place in
neighborhoods and will focus on:
• Explanation of the Zoning Regulations update project including scope of work and schedule.
• Receiving input focused on the programs from the Land Use Element being implemented by the
Zoning Regulations update.
The consultant's project manager will work with City staff to develop effective meeting plans, venues, and
methods to inform and receive relevant input from the community. This may include but not be limited to
surveys, interactive web -based interfaces, live polling, small group exercises, and/or interactive work stations
as appropriate and desired. City staff will be responsible for booking the workshop venues. The consultant will
summarize input from the community workshops and provide a summary to the City.
Meetings
Consultant Deliverables
City Responsibilities
Co -lead workshops
Co -lead workshops and work with
Community workshops (2)
consultant on development of
Meeting materials and summary
meeting materials
Task 2.4 — Planning Commission Study Sessions. The consultant and City staff will facilitate two study
sessions with the Planning Commission to introduce the Zoning Regulations update process and solicit
input/direction prior to the administrative draft document.
The consultant and staff will summarize input from the community workshop series outlined in Task 2.3 and
present potential modifications as directed by City staff. For the Planning Commission, the goal is to share
information about community participation and to highlight the most significant or potentially controversial
issues to hear discussions and receive direction as appropriate in advance of the draft update to the regulations.
Meetings
Consultant Deliverables
City Responsibilities
Participate in study sessions
Study sessions (2)
Meeting materials and summary
planning, review materials, attend
and help facilitate meeting
Task 2.5 — City Council Study Session. The consultant and City staff will facilitate one study session with the
City Council to introduce the Zoning Regulations update process and solicit input/direction prior to the
administrative draft document.
Attachirmit 1
Page 4
The consultant and staff will summarize input from the community workshop series outlined in Task 2.3 and
present potential modifications as directed by City staff. For the City Council, the goal is to share information
about community participation and Planning Commission input and to highlight the most significant or
potentially controversial issues to hear discussions and receive direction as appropriate in advance of the draft
update to the regulations.
Consultant Deliverables
City Responsibilities
Study session (1)
Meeting materials and summary
Participate in study session
planning, review materials, attend
and help facilitate meeting
Task 2.6 - Stakeholder Meetings. The City staff will conduct stakeholder meetings with key select individuals
and groups in the City to identify and vet issues addressed through the update. The consultant will assist with
identification of stakeholders and development of interview questions.
It is expected that one of the stakeholder meetings will focus on the update of Ordinance 1130 and will include
residents and property owners with an interest in the properties subject to Ordinance 1130.
Meetings
Consultant Deliverables
City Responsibilities
Work with consultant to identify
stakeholders and develop interview
questions
Stakeholder meetings
(conducted by City staff)
No consultant deliverables
Schedule times and locations for
stakeholder interviews
Conduct and provide summary of
stakeholder meetings
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consultant will focus on the following tasks with specific direction from staff:
• If desired and in keeping with staff direction, reorganize the document in a logical and user-friendly
Page 5
Task 2.7 — Administrative Draft Zoning Regulations. Based on input to date in the process and the General
Plan Land Use Element programs identified by City staff, the consultant team will prepare an administrative
draft of the Zoning Regulations update for internal staff review. The consultant will also prepare a partnering
document (memorandum) summarizing significant changes to each chapter of the Zoning Regulations. The
consultant will focus on the following tasks with specific direction from staff:
• If desired and in keeping with staff direction, reorganize the document in a logical and user-friendly
manner (see Task 2.2).
• Incorporate identified updates based on recent City efforts including the Subdivision Regulations
update and the Sign Regulations update.
• Ensure consistency with the 2014 General Plan Land Use Element, based on specific programs specified
by City staff.
• Address other necessary revisions proposed by City staff.
■ Ensure existing and proposed regulations are consistent with relevant state and federal laws.
• Provide recommendations in keeping with current best practices, and ensure internal consistency.
Meetings
Consultant Deliverables
City Responsibilities
Administrative draft Zoning
Regulations
Review administrative draft
document and prepare single
Memo summarizing significant
consolidated set of staff comments
changes
Task 2.8 — Public Review Draft Zoning Regulations. Based on input and direction from City staff, the
consultant will prepare revisions to the Zoning Regulations for public review and distribution. The consultant
will provide a screencheck draftfor staff to review and confirm prior to production of the public draft document.
The consultant will provide the documents to the City for posting on the website.
Meetings
Consultant Deliverables
City Responsibilities
Screencheck public review draft
Review screencheck drafts prior to
Zoning Regulations and public
printing of public draft documents
review draft Zoning Regulations
Task 2.9 — Community Workshops on the Public Review Draft. City staff will facilitate two community
workshops following release of the public review draft Zoning Regulations. The workshops will focus on:
• Presenting the public review draft and draft Zoning Map to the general public. City staff will be
responsible for updates to the Zoning Map.
• Highlighting significant modifications to the existing zoning regulations.
The consultant's project manager will work with City staff to develop effective meeting plans, venues, and
methods to inform and receive relevant input from the community. This may include but not be limited to
surveys, interactive web -based interfaces, live polling, small group exercises, and/or interactive work stations
as appropriate and desired. City staff will be responsible for booking the workshop venues. The consultant will
summarize input from the community workshops and provide a summary to the City.
Meetings
Consultant Deliverables
City Responsibilities
Lead workshops and work with
consultant on development of
Community workshops (2)
Meeting materials and summary
meeting materials
Draft any needed updates to
Zoning Map
Attachnn.nt 1
Page 6
Task 2.10 - Public Hearing Draft Zoning Regulations. Based on input and direction from City staff, Planning
Commission, and public input, the consultant will prepare a public hearing draft of the Zoning Regulations
update. The consultant will also prepare a legislative draft of the public hearing draft with changes to the
existing Zoning Regulations shown in strike through for deleted language and bold for new language. The
consultant will provide a screencheck draft for staff to review and confirm prior to production of the legislative
public hearing draft and public hearing draft documents. The consultant will provide the documents to the City
for posting on the website and inclusion in Planning Commission and City Council staff reports.
Meetings
Consultant Deliverables
City Responsibilities
Screencheck public hearing draft
Zoning Regulations
Screencheck legislative public
hearing draft Zoning Regulations
Review screencheck drafts prior to
printing of public hearing draft
Public hearing draft Zoning
documents
Regulations
Legislative public hearing draft
Zoning Regulations
Task 2.11 - Public Hearings. City staff will facilitate one hearing with the Planning Commission and one
hearing with the City Council after preparation of the public hearing draft Zoning Regulations. City staff will
also facilitate one hearing with the City Council for review and adoption of the final updated Zoning
Regulations. The consultant will assist City staff with preparation for the hearings and will attend the hearings
to assist in responding to questions.
Meetings
Consultant Deliverables
City Responsibilities
Public hearing with Planning
Prepare and distribute notices and
Commission (1)
staff reports
Attend public hearings
Public hearings with City Council
Facilitate public hearing
(2)
presentations
Task 2.12 - Final Documents. The consultant will prepare final documents based on City Council direction
and action as appropriate. The City will be responsible for uploading the final documents to the City's website
and Municipal Code website.
Meetings Consultant Deliverables
City Responsibilities
Final Zoning Regulations
Review final documents prior to
printing
TASK 3 - Environmental Analysis/CEQA/ALUC
Referral
This task involves preparation of environmental analysis for the project in keeping with CEQA requirements.
The consultant will prepare an addendum to the 2014 General Plan Land Use and Circulation Elements Update
EIR pursuant to CEQA Guidelines Section 15164 that would be utilized to demonstrate that the Zoning
Regulations update is simply a later project of the General Plan and its environment effects are adequately
addressed in the General Plan update EIR. If the City prefers, the consultant can prepare a Mitigated Negative
Declaration, which is listed as an optional task in lieu of the General Plan EIR Addendum (see Optional Task 10).
This task also involves meetings with the San Luis Obispo County Airport Land Use Commission (ALUC) for their
input and review of consistency with the County's Airport Land Use Plan.
Task 3.1 - General Plan EIR Addendum. The consultant will prepare an administrative draft addendum
including a project description and technical analysis. The technical analysis will address each environmental
issue area in the CEQA Environmental Checklist and will utilize and summarize the environmental impact
analysis provided in the General Plan update EIR. Specifically, the analysis will provide substantial evidence that
the Zoning Regulations update would not result in a new significant environmental impact or an increased
Attachment 1
Page 7
severity of a previously identified environmental impact from the project or changed conditions (pursuant to
CEQA Guidelines Section 15162). Upon receipt of City comments on the addendum, the consultant will finalize
the addendum. Pursuant to CEQA Guidelines Section 15164, no public review or response to comments on the
addendum is required. However, the consultant will provide technical assistance to respond to any comments
received if the City chooses to circulate the addendum.
Meetings
Consultant Deliverables
City Responsibilities
Administrative draft GP EIR
Addendum
Review materials and provide input
and direction as appropriate
Final draft GP EIR Addendum
Task 3.2 - ALUC Initial Meeting. Following release of the public draft Zoning Regulations the consultant will
prepare for and attend one hearing with the County Airport Land Use Commission (ALUC) to receive their
initial feedback on the update.
Meetings
Consultant Deliverables
City Responsibilities
Prepare presentation and written
Assist consultant with preparation
Public hearing with Airport Land
materials for review by the ALUC
of materials and coordination with
Use Commission (1)
the County liaison to the ALUC as
Present at meeting
needed
Task 3.3 - ALUC Formal Referral Meeting. Following review of the public hearing draft Zoning Regulations
by the City of San Luis Obispo Planning Commission and City Council the consultant will prepare for and
attend one hearing with the County Airport Land Use Commission (ALUC) to receive their formal feedback on
the update. The ALUC will make a determination of consistency or inconsistency between the updated
Zoning Regulations and the Airport Land Use Plan (ALUP).
Meetings
Consultant Deliverables
City Responsibilities
Presentation and staff report for
Assist consultant with preparation
Public hearing with Airport Land
review by the ALUC
of materials and coordination with
Use Commission (1)
the County liaison to the ALUC as
Present at meeting
needed
OPTIONAL
OPTIONAL TASK 4 - Form -Based Code for Downtown Integrated into Comprehensive Zoning
Regulations
As part of the Zoning Regulations update, the consultant will prepare a form -based code for the downtown
(as defined in the updated Downtown Concept Plan). The form -based regulations will provide additional
certainty for building form, development standards, and allowed uses in the downtown based on the
updated Downtown Concept Plan.
The consultant will prepare a new section of the Zoning Regulations (Municipal Code Title 17) that will be
integrated into Title 17. This form -based code option would include form -based coding for the downtown.
The new section of the regulations could also include a process and standards that could be applied to other
properties or districts if, in the future, the City or a property owner desires to put form -based standards in
place in other areas of the city.
OPTIONAL TASK S -- Stand -Alone Form -Based Code for Downtown (Not Codified with Zoning
Regulations)
The consultant will prepare a stand-alone form -based code in the form of a Specific Plan to be applied to the
downtown. Once adopted, the zoning regulations in the Specific Plan would replace the existing regulations
for the downtown in Title 17.
Attachment 1
Page 8
OPTIONAL TASK 6 -laser Guide for Zoning Regulations
The consultant will prepare a guide for users of the Zoning Regulations, such as City staff and applicants. The
guide will focus on organization and updates to the Zoning Regulations and the most common sections
referenced for certain types of projects.
Meetings
Deliverables
City Responsibilities
Review draft User Guide and
Draft User Guide
provide one consolidated set of
Final User Guide
comments to consultant for
preparation of final User Guide
OPTIONAL TASK 7 - Handouts for Users of the Zoning Regulations
The consultant will prepare a set of handouts that can be provided at the Community Development counter to
guide users of the Zoning Regulations. Each handout would focus on a land use type to summarize and/or
reference relevant land use and development standards for new development and qualifying revisions to
existing development.
Meetings
Deliverables
City Responsibilities
Review draft handouts and provide
Draft handouts
one consolidated set of comments
Final handouts
to consultant for preparation of final
handouts
OPTIONAL TASK 8 - Updates to Zoning Regulations to Implement Recent Updates to Circulation
Element of General Plan
In addition to the General Plan Land Use Element, the City recently updated the Circulation Element (2014) of
its General Plan. For consistency with the Circulation Element, additional updates to the Zoning Regulations
will be necessary. The consultant will work with the City to identify programs from the Circulation Element that
required updates to the Zoning Regulations that are not already addressed under Task 2.7 - Administrative
Draft Zoning Regulations.
OPTIONAL TASK 9 - Updates to Zoning Regulations to Implement Recent Updates to Housing Bement
of General Plan
In addition to the General Plan Land Use Element, the City recently updated the Housing Element (2015) of its
General Plan. For consistency with the Housing Element, additional updates to the Zoning Regulations will be
necessary. The consultant will work with the City to identify programs from the Housing Element that required
updates to the Zoning Regulations that are not already addressed under Task 2.7 - Administrative Draft Zoning
Regulations.
OPTIONAL TASK 10 - Mitigated Negative Declaration for CEQA Review
Should the Zoning Regulations update require the preparation of a Mitigated Negative Declaration (MND), the
consultant will prepare an MND that will consist of an Initial Study as well as the MND determination and
required mitigation measures. The MND will consist of a project description, CEQA Environmental Checklist,
discussion of environmental issues, mitigation measures, and references, and will be formatted consistent with
the City's preferred format. The MND will include a brief discussion of each issue item in the Environmental
Checklist, with a more thorough analysis given to those items that could result in potentially significant impacts
(e.g., air quality, greenhouse gases, and noise). The consultant will also identify current City standards and
specific mitigation measures that are required to reduce adverse impacts to less than significant Ievels.This task
would replace Task 3.1 in the primary tasks described above if the City determines an MND is needed to
At t a dam en t 1
Page 9
sufficiently address any environmental impacts raised by changes made to the Zoning Regulations that are not
addressed in the General Plan Land Use and Circulation Elements EIR.
Meetings
Deliverables
City Responsibilities
Administrative draft MND, Public
Review drafts and provide input and
draft MND, response to comments
direction as appropriate, assist with
(if needed), and Final MND
response to comments (if needed)
OPTIONAL TASK 11 - Zoning Subcommittee or Community Ta ' „
The consultant will facilitate meetings with the City staff Zoning Subcommittee or Community Task Force to
present and receive input on identified Zoning Regulations issues and the draft documents.
A City staff Zoning Subcommittee could consist of staff from Community Development and other relevant
departments and could also include members of the Planning Commission.
Meetings
Deliverables
City Responsibilities
City Staff Zoning Subcommittee
or Community Task Force
Meeting materials and summary
Attend meeting and provide input
Meetings (costs are provided per
and direction as appropriate
meeting)
OPTIONAL TASK 12 - Additional City Staff Work Sessions
The consultant will facilitate additional coordination meetings with City staff. The scope of this task is the same
as described in Task 1.2 above. Costs are provided per meeting.
Meetings
Deliverables
City Responsibilities
Conference call/meeting with
Attend meetings/conference calls
City staff
Meeting summaries
and provide direction as needed
OPTIONAL TASK 13 - Additional, Consultant -leas Stakeholder Interviews
The consultant will facilitate additional stakeholder interviews (in addition to the interviews conducted by the
City under Task 2.6 above) in coordination with the City. The scope for this task will be the same as that for Task
2.6 above except that the consultant would take the lead in the interviews rather than City staff. This task is
envisioned as a one-on-one or small group interview.
Meetings
Deliverables
City Responsibilities
Work with consultant to identify
stakeholders and develop interview
Stakeholder interviews
Stakeholder interview meeting
questions
summaries
Schedule times and locations for
stakeholder interviews
OPTIONAL, TASK 14 - Additional Community Workshops
The consultant will work with the City to facilitate additional community workshops. The scope of the workshop
task would be the same as described in Task 2.3 above. Costs are provided per meeting.
Meetings
Deliverables
City Responsibilities
Co -lead workshops
Co -lead workshops and work with
Community workshop
consultant on development of
Meeting materials and summary
meeting materials
Attachramt 1
Page 10
OPTIONAL TASK 15 —Additional Study Sessions/Public Hearings
The consultant will work with the City to facilitate additional study sessions or public hearings with the Planning
Commission, City Council, or other hearing body. The scope of the study session or hearing task would be the
same as described in Tasks 2.4, 2.5, or 2.11 above (depending on the type of meeting). Costs are provided per
meeting.
Meetings
Deliverables
City Responsibilities
Prepare and distribute notices and
Study session or public hearing
Attend study session or public
staff reports
hearing
Facilitate public hearing
presentations
OPTIONAL TASK 16 — Key Issues Summary
Following the community workshops, Planning Commission and City Council study sessions, and stakeholder
meetings in Tasks 2.3, 2.4, 2.5, and 2.6, the consultant will prepare a key issues summary highlighting issues
identified by City staff and the consultant and as a result of input received during previous tasks.
Meetings
Deliverables
City Responsibilities
Zoning Regulations key issues
Review key issues summary and
provide input and direction as
summary
appropriate
OPTIONAL TASK 17 — Key Issues Papers
After preparation of the key issues summary, the consultant will prepare key issue papers for three to five of the
City's most significant and potentially controversial zoning issues identified in Optional Task 16. The key issues
to focus on will be identified through working with City staff. Papers will identify the issue and provide
framework, analysis, potential solutions, and recommendations for consideration and direction from staff (as
well as public and/or decision -makers if desired) in advance of the draft Zoning Regulations update.
Meetings
Deliverables
City Responsibilities
Review key issues papers and
Key issue papers (3-5)
provide input and direction as
appropriate
OPTIONAL TASK 18 — Address Key Issues in Key Issues Summary In Updated Zoning Regulations
The consultant will incorporate revisions to the Zoning Regulations resulting from the identification and
addressing of key issues during Optional Tasks 16 and 17. The amendments will be incorporated into the
administrative draft zoning regulations (Task 2.7).
Meetings
Deliverables
City Responsibilities
Make revisions as part of the
Review updates related to key issues
Administrative Draft Zoning
as part of the full review of the
Regulations (Task 2.7)
Administrative Draft Zoning
Regulations
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Attachment 2
LUCE IMPLEMENTATION AND FEE UPDATE
The City's traffic impact fee program was originally established in 1995 and last updated in 2006. The purpose of
the fee is to fund the transportation improvements required to accommodate new development in the City. Since
the last update, new transportation improvements have been identified that are not currently included in the traffic
impact fee program and a multi -modal approach has been endorsed. Additionally, the equity of some specific
plan area fees has been questioned. These circumstances are best to be addressed as part of a multi -modal
circulation impact fee update now that the General Plan has been updated. Augmenting contract services for
transportation consultant assistance is essential for providing services to internal City customers such as
the Police & Fire Departments. Other stakeholders, such as Cal Poly, Cal Trans, SLO County, San Luis
Obispo Council of Governments are affected by this resource. Previously traffic impact updates have been
completed by the Finance and IT Department. Given the department's current resources, staff recommends
consultant services be utilized to accomplish this task.
GOAL AND POLICY CRITERIA
This request meets all of the SOPC criteria as follows:
1. Supports Major City Goals: This request supports Major City Goals, including Housing and Multi Modal
Transportation as well as supports an other important objective of Downtown. It also continues
implementation of goals from the 2013-15 Financial Plan of Infrastructure and Fiscal Health, Bike and
Pedestrian Paths, and implementing the Economic Development Strategic Plan (EDSP) by updating the fee
program to achieve community objectives of affordable housing and circulation infrastructure.
2. Needed to address health. safety or legal concern: Updating the Zoning Code will provide internal
consistency between the recently -adopted General Plan and implementing ordinances as required by
Government Code. Providing a nexus study and update to the fee program is required to reflect new and
changed infrastructure identified in the LUCE update. This includes conducting the required AB1600
evaluation of the fee program and fair share cost allocation for affordable housing, public art, open space,
parks, and changes to public infrastructure and service needs defined in the LUCE update.
3. Needed to provide a Rriorijy level of service: Updating the impact fees to fairly distribute responsibility and
cost of needed infrastructure is a priority for the development community. In addition, updating the Zoning
Code and implementing bike paths and affordable housing projects is a broader community priority.
4. Supports revenue generation and/or cost savings: Both efforts may indirectly result in either revenue
generation or cost savings. Updating the impact fees will more accurately represent the cost of infrastructure
needs in the community and will distribute the costs to pay for those needs. The resulting infrastructure will
support new development which will generate revenue. Updating the Zoning Code will provide more clarity
and reflect a range of uses that were not envisioned in 1994 — the last time the Land Use Element was
significantly updated.
5. Represents reorganization within or across Departments: Implements recommendations of the Community
Development Organizational Assessment where Zoning Code changes may impact process changes.
3-77
Attachment 2
LUCE IMPLEMENTATION AND FEE UPDATE
6. Reallocation of Existing Resources- The staff resources previously assigned to the LUCE update will be
available to coordinate this effort, but consultant services will still be required. Updating the Downtown
Concept Plan will leverage the resources allocated for the Mission Plaza CIP project and visioning/outreach
efforts can be coordinated for efficiency. In addition, the Public Art Master Plan effort will be completed by
September 2015 and will inform the Downtown Concept Plan update effort.
STAKEHOLDERS
Implementation of the updated General Plan will engage many of the same community members who were
interested and involved in the LUCE update itself: Residents for Quality Neighborhoods; Home Builders
Association; Chamber of Commerce; Downtown Association; SLO Property and Business Owners' Association;
city residents, and owners of properties and businesses.
IMPLEMENTATION
Implementation is envisioned as follows:
1. Develop RFP for Downtown Concept Plan update
2. Interviews and consultant selection process
3. Visioning, interviews, charrette(s), review of Mission Plaza Assessment
from CIP
4. Develop Draft Concept Plan
5. Advisory Body review (ARC, CHC, PC) and early Council feedback
6. Council review and approval
7. RFP for Infrastructure Fee Update
8. Consultant Selection for Infrastructure fee update
9. Work effort for Infrastructure update (costs, nexus, financing options, right-
sizing)
10. Public outreach — infrastructure update
11. RFP for Zoning Code update
12. Consultant Selection for Zoning Code update
13. Commission and Council consideration of Infrastructure options
14. Consultant work on Zoning Code update
15. Council adoption of Public Facilities Fee program
16. Draft Zoning Code and CEQA evaluation
17. Referral of Draft Zoning Code and CEQA to ALUC
18. Planning Commission and Council review of draft Zoning Code update
19. Council approval of Zoning Code update
3-78
Aug 2015
Sept 2015
Oct -Dec 2015
Dec -Jan 2016
Feb -May 2016
July 2016
Feb 2016
April 2016
April — July 2016
Aug -Sept 2016
August 2016
September 2016
Oct -Nov 2016
Oct —Dec 2016
Dec 2016
Jan — Mar 2017
April 2017
April — May 2017
June 2017
Attachment 2
LUCE IMPLEMENTATION AND FEE UPDATE
PROGRAM MANAGER AND TEAM SUPPORT
Program Manager:
The program manager for the Affordable Housing Nexus study and for LUCE implementation (Zoning
code/Downtown Concept Plan) will be the Community Development Deputy Director. The Public Works Deputy
Director and Transportation Operations Manager will take the lead on circulation element implementation and
traffic impact fee update.
Project Team:
The project team will include a Transportation Planner, Community Development Senior and Associate Planners,
the Finance and Information Technology Director, and support staff. Representatives from City Police, Fire,
Utilities, Public Works, Finance and IT, and Parks and Recreation departments will be involved.
ALTERNATIVES:
Continue the Status Quo. Once the Land Use and Circulation Elements are adopted, the City will need to
ensure that implementing documents, information and processes are updated as well. Continuing the status
quo implies that no changes will be required in response to the update. Regardless the traffic impact fee
program will need to be updated to comply with State law and add facilities to support LUCE land uses and
policies. If no other changes are needed, staff will recommend any identified funds be returned to the General
Fund. This is an unlikely scenario. Infrastructure improvements and impact fees must be updated if the
community will be able to achieve improvements identified in the updated General Plan. Other changes
identified in the update will need to be implemented otherwise the policies and programs cease to provide
direction for decision -makers and inconsistencies would exist between policies and implementation
mechanisms.
2. Defer or Re -Phase the Request. The request could be phased to address the infrastructure financing or the
implementing zoning code and standards to be changed in response to the update. This approach could result
in the General Plan having no way to implement desired improvements or could result in a General Plan that
has inconsistent standards if funding is not approved in the 2015-17 Financial Plan. Neither of these
outcomes is desirable. The City's traffic impact fee program needs to be updated whether or not there are
changes to the General Plan.
Change the Scope of Request. The request could be re -scoped to include consultant assistance for the nexus
study, traffic impact fee update and infrastructure fee development only. Existing staff would be required to
complete the implementation of other changes resulting from the LUCE Update. Due to existing workload
and resource commitments, this could mean that other work desired by the Council does not occur. Items that
could lose momentum or be deferred include completion of the Housing Element update, implementation of
Climate Action Plan strategies, and other initiatives assigned to the Community Development Department.
4. Implementation in a Different Way. City staff seeks grants to accomplish Council -directed work efforts and
will continue to look for funding opportunities, funding partners, and any funding efficiencies possible to
leverage City resources. Transportation Impact Fund fees (TIF) are not available for this update. There are
limited TIF funds available for AB 1600 work or updates to this source which only covers City-wide
infrastructure (Specific Plans are handled separately). A program amendment would be required to enable
funds to be used for this purpose and would still only address city-wide fees. If grant funds are not available,
MA
Attachment 2
LUCE IMPLEMENTATION AND FEE UPDATE
General Fund support will be required to accomplish this effort unless staff in the Finance and IT Department
complete the consultant services components of this work effort. Given the current staffing resources in that
department, this alternative is not recommended.
5. Existing Program Evaluation. The LUCE update will involve an evaluation of the City's existing land use
and circulation element policies and programs, their status and on-going fit with community values. This
process will be completed with the adoption of the LUCE update (projected to occur by November 2014).
OPERATING PROGRAM
Long Range Planning
Transportation Planning
COST SUMMARY
Completion of the updated Land Use and Circulation Elements (LUCE) to ensure internal consistency of the
City's implementing ordinances and fees will cost approximately $735,000 in Financial Plan 2015-17.
Line Item Description Account No. 1 2015-16
-
2016-17.
staffing 0
0
Contract Services 410,000
325,000
!Engineering Firm to design and cost infrastructure
50500-7227
50,000
Traffic modeling and Nexus study
50500-7227
50,000
Financial Firm to develop PFFP
40400-7227
75,000
Financial Firm to update TIF program
50500-7227
50,000
Affordable Housing Nexus Study
40400-7227
35,000
Changes to EnerGov to accommodate updated fees
40400-7227
50,000
Downtown Concept Plan update
40400-7227
100,000
Update of Zoning Code
40400-7227
150,000
CEQA analysis and ALUC referral
40400-7227
75,000
Transportation Consultant
50500-7227
50,000
50,000
Total Operating Costs
410,000
325,000
TIF Funds
(70,000)
Affordable Housin Funds
(35,000)
Net Operating Costs
305,000
325,000
3-80