HomeMy WebLinkAboutSDP 2023-0025; GRAND HOPE MEDICAL OFFICE; Site Development Plan (SDP),----------------------------------------......
,{•·
(._ City of
Carlsbad
LAND USE REVIE\111 . . . Development Services
Planning Division
APPLICATION
P-1
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c -o • l , 442-339-2600 Jt. 1 . "'3 ---c... www.carlsbadca.gov
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:'='. SUBMITTAL INFORMATION-ALL APPLICATIONS
NAME OF PROJECT: Grand Hope Medical Office
BRIEF SUMMARY OF PROJECT: New 2·slory medical office building.
APPLICATIONS APPLIED FOR: Check the appropriate boxes for the application types for which you are applying.
(CHECK ALL APPLICABLE BOXES)
Deve/012,ment Permits (FOR DEPT. USE ONLY) Legislative Permits {FOR DEPT. USE ONLY)
□ Coastal Development Permit 0 General Plan Amendment
0Major 0Minor 0Map 0Text
□ Conditional Use Permit D Local Coastal Program Amendment
0 Major D Minor 0 Amend/Ext. 0Map Orext
□ Day Care (Large) D Maater Plan
0New 0 Amend/Ext. 0NewPlan 0Amend
□ Environmental Impact Assessment
0 Specific Plan
0 New Plan 0Amend
□ Habitat Management Permit 0 Zoning Change
D Major 0Minor 0Map 0Text
□ Hlllslde Development Permit Misc. Permits D Major D Minor 0 Amend/Ext. {FOR DEPT USE ONLY)
□ Nonconforming Construction Permit 0 Planning Determination
D City Planner D PC Appeal
□ Planned Development Permit D Historic Preservation D Residential D Non-Residential
0 Major 0Minor 0Amend D Register 0 Mills Act
D Precise Devek>pment Plan D Reasonable Accommodation
[&] Site Development Plan SD? ~il-0015 FOR CITY USE ONLY:
0 Major 0 Minor DEV CASE NO.:D•v'l.Uld-01'.!J.REC. BY: ;f.;r,-('I/, .. .._...,
□ Special Use Permit DATE STAMP APPLICATION RECEIVED
□ Tentative Parcel Map (Minor Subdivision)
□ Tentative Tract Map (Major Subdivision) (;:-D 1 1 ,.. _, l .,. ZJ23
□ Variance ( '
0Major 0Minor '
NOTE: A PROPOSED PROJECT REQUIRING APPLICATION SUBMITTAL MUST BE
MADE BY APPOINTMENT"" TH""' '"'H THE INE PORTA'.
P·1 Page 1 of 5 Revised 07/23
WHAT IS A PROJECT APPLICATION?
A Land Use Review Application is the primary means by which the Planning Division collects information
necessary to initiate plan review for a proposed development project and to schedule a development
project for discretionary review. Discretionary review is necessary to evaluate conformance with
regulations, standards, policies, and guidelines before a permit can be issued.
To help ensure a complete and accurate submittal, the Planning Division has developed submittal
requirements and corresponding checklists. Please review the following information to learn more about
the city's intake and review procedures. Many projects that require a permit from the Planning Division
might also require an engineering or building permit to implement the project. Consult with planning
staff before submitting a development permit application.
WHAT IS THE PROCESS?
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The application permit type, review, and approval process vary from one development project to
another; however, there are similar steps involved with each discretionary project. The city's
Discretionary Permit and Service Guide provides a high~level overview of thilt process, which is also
briefly summarized below. If you are unfamiliar with the planning application process, we recommend
that you speak with Planning staff before attempting to prepare an application submittal. Planning
staff can explain supplemental materials that must be submitted with an application and confirm the
required fees for successful intake.
1. Application Intake. Project review will not begin unless a duly filed application has been accepted by
the Planning Division. Each application submitted to the Planning Division is required to have the
Minimum Submittal Intake Requirements (i.e., requested forms and information in the application
packet) and all processing fees paid before it will be accepted (called "duly filed").
2. Application Review. After your application has been accepted for processing, a planning case
number will be assigned and the application will be routed to the appropriate city departments and
referral agencies for review. The status of the permit application and progression of the city's revfew
can be tracked through the CSS Online Portal.
3. Starting the "C1ock:" The Planning Division has developed policies to help ensure that discretionary
permit applications are timely processed in accordance with the Permit Streamlining Act. The Act's
shot clock starts on the intake date the Planning staff accepts a duly filed application.
4. Staff Response. Division policy requires the case planner to compile department comments and
complete city review by notifying the Applicant, Property Owner, or Agent within 30 days of whether
the application is complete. (There might be circumstances that dictate a different processing
timeline.) The city review letter will include written notice of the status of your application as
"incomplete" or "complete."
• Incomplete -If the application is determined to be incomplete, staff will detail the missing
information in a city review letter. A city review letter might also identify specific outstanding
review issues with the project, and any other required materials or applicatfons to address
conformance with regulations, standards, policies, and guidelines.
• Complete -If the application is determined to be complete then the next steps of the
planning process will begin, and the permit application will be scheduled to be reviewed for
approval, conditional approval, or denial.
5. Cycle Reviews, After you provide a response to city comments the Planning Division will re-examine
the permit application. Each time you resubmit plans or missing application materials, the cycle of
30-day review will continue until the application is determined to be complete.
6. Environmental Clearance. When Planning staff determines the application is determined to be
complete, and the project has a stable project description, then the city has an additional 30 days to
determine the level of environmental review required. The time needed to complete the
environmental study is determined by the type of environmental review required.
Page2of5 Revised 07123
7. Decision-Making t-.cJcess and Action. After the environmenta1 l.locumentation has been prepared,
the project will be scheduled to go before the decision-making body, which either approves or denies
the application, or more commonly approves the application subject to conditions of approval. Most
planning actions require a public notice of a hearing. The method of advertising might vary.
WHAT IS NEEDED FOR FORMAL APPLICATION SUBMITTAL?
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Use the following information in this section to assist you in preparing your land Use Review Application
for intake processing.
Application intake and project review will not begin unless a "duly filed" application package has been
submitted and all required elements are accepted by the Planning Division. For the Planning Division to
consider a project application "duly filed," the application must be accompanied by all items specified in
the Minimum Submittal Intake Requirements Checklist(s) (e.g., plan sets, letters of authorization, etc.}.
The application must be accompanied by all required supporting materials (architectural plan sets,
photographs, etc.}. Please also review the city's Master Fee Schedule In addition to any required
applications or forms listed. If you are missing documents or required information, including payment
of fees, the city will not accept your application.
What do I need to bring to my Intake appointment to have the application accepted?
1. land Use Review Application -Form P-1. Complete the cover page of this document.
2. Download and Complete Required and Supplemental Forms. Download all required forms
(refer to Submittal Forms Referral Matrix at the end of this document). The required forms
for each application permit type list the documents or required information needed for
Planning staff to accept the application for intake processing. Each required and
supplemental form is accessible on line through the following link:
h tt ps://www .ca rl sba d ca. gov/ de pa rtm e nts/ com m µ n ity-d eve lopm e nt/perm its-a ppl icatio n s-
fo rm s.
3. Assemble Project Plans and Drawings. The application must be accompanied by plans,
accurately showing existing and proposed structures on both the subject property and on
immediately adjoining properties, showing the minimum requirements per Info Bulletin (lli..:
201), unless a different requirement is specified on the application form. Certain application
types might require additional information to be submitted with the application package.
The project plans and drawings must include the exhibits or technical drawings to convey the
project scope, existing conditions, design or other site parameters as specified.
4. Designate a Single Point of Contact for the Application. A single point of contact should be
designated to handle all city communications and to track the progress of your application.
An "Applicant" generally is a person with a lastfng interest in the completed project such as
the Property Owner or a lessee/user of the subject property. An "Agent" can be the person
filing the application on behalf of the Applicant and Property Owner.
5. Pay all Applicable Fees. Projects are NOT considered to be submitted until all intake invoices
are paid and proof of payment for the required intake fee amount is received for each
application permit type. Should the actual cost of staff time exceed the initial fee paid, an
additional fee for time and materials may be billed upon completion of the intake review,
hearing process or permit approval, as necessary.
Page3of5 Revised 07/23
6. Submissio, . ..>tandards. All required plans that are sub.,,1tted by hardcopy must be printed
on 24" x 36" sheets and collated into complete sets, stapled, then folded to 9" x 12" or the
smallest scale possible when submitted (with lower right-hand corner of plan visible).
7. Digital Submittals. Applicants, Property Owners, or Agents must submit digital files with the
application at initial submittal and at approval. All digital submittals, CAD files, and PDF files,
must be made via OneOrive (cloud storage seivice), email, or by using a flash drive and meet
certain electronic submission standards set by the Planning Division. Plans and documents
submitted via CD will not be accepted. If you prefer to submit via OneDrive, email
planning@carlsbadca.gov to coordinate digital submittal.
Planning staff may reject submittal of a Land Use Review Application if the submittal fails to include all
the appropriate items listed above. All Planning applications must be submitted in person at the
Planning Division or through the CSS on line portal. Applications submitted by mail or email will not
be accepted.
If you have any questions regarding application submittal requirements (i.e., clarification regarding a
specific requirement or whether all requirements are necessary for your particular application) please
contact the Planning Division at (442) 339-2600 or email plann(ng@carlsbadca.gov.
NOTE: SOME PERMIT APPLICATION TYPES MAY BE SUBMITTED THROUGH THE CSS ONLINE PORTAL OTHER.
OTHER APPLICATIONS MUST BE SUBMITTED BY APPOINTMENT THROUGH AN ONLINE SCHEDULING
SYSTEM•, PLEASE VISIT THE PLANNIG DIVISION'S PERMITTING SERVICES WEBSITE TO LEARN MORE ABOUT
THE SUBMISSION PROCESS.
•SAME DAY APPOINTMENTS ARE NOT AVAILABLE.
WHAT MAKES AN APPLICATION COMPLETE?
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The section above discusses the minimum information needed to file an application and have it accepted
for intake processing. This section discusses how to complete the application and city review before a
permit can be issued.
During the city review period, the case planner ensures that the application is complete and technically
accurate and reviews the project against city policies and regulations. To complete city review, the
application that you submit must include adequate information necessary for project analysis to
demonstrate compliance with a11 applicable ordinances and codes.
A detailed set of requirements for each permit type is listed in each form/application. For the Planning
Division to determine that a Land Use Review Application is complete, it must contain all of the required
information listed on the Completeness Determination Requirements Checkllst(s).
Download all information that is listed as required in the applicable form checklist(s). This might
include detailed information about what to provide on plans or declare within the application forms,
depending on the type of project you are proposing. Initial submittals that are complete and accurate
help streamline the city's review processes, allows the city to issue permits more quickly, and save you
time and money. After submittal and following initial review of the permit application, additional
information and/or corrections may be requested by city staff to complete review and approve the
application.
Page 4 of 5 Revised 07/23
PART A. Project Summary Information
NAME OF PROJECT: Grand Hope Medical
APPLICATION PERMIT TYPES REQUESTED: Site Development Plan ----~---------------
ACCESS OR PARCEL NUMBERS: 203·202· 13·00 ------------------------
PROPERTY ADDRESS: 2879-2885 Hope Avenue
CONTACT: [ii Applicant D Property Owner □ Agent
Signature: ~
Name: Kirk Moeller· Kirk Moeller Architects Inc. Date: 9-7-23
Fully describe the proposed project by application type. Include any details necessary to adequately explain the
scope and/or operation of the proposed project. You may also include any background information and
supporting statements regarding the reasons for, or appropriateness of, the application. Use an addendum sheet
if necessary.
This project is to construct a new two story medical office building with covered on-site
parking on an existing lot that contains an existing one story dental office building and
uncovered on-site parking. All existing improvements will be demolished in preparation for
the new building. Existing utilities provided to the site will be either utilized or relocated as
required. Off site improvements are proposed to widen the sidewalk along Grand Avenue,
and to patch and re-construct a driveway and sidewalk along Hope Avenue.
Page 2 of4
P-l(B) form Rev 612023
PART B. Supplemental Information
Denote whether the following items are applicable to the project or if any portion of the property located within any of the
following? Use an addendum sheet to further describe afl items marked "yes" in this list (attach additional sheets as
necessary).
1. A very high fire hazard severity zone, as determined by the Department of Forestry
and Fire Protection pursuant to Government Code§ 51178 for State Responsibility
Areas; or any official local maps published pursuant to Government Code§ 51178
for Local Responsibility Areas.
2. Wetlands, as defined in the United States Fish and Wildlife Service Manual, Part
660 FW 2 (June 21, 1993).
3. A hazardous waste site that is listed pursuant to Government Code§ 65962.5 or a
hazardous waste site designated by the Department of Toxic Substances Control
pursuant to Health and Safety Code§ 25356 of the Health and Safety Code.
NOTE: Certification of compliance required on Form P-l(C),
4. A speclal flood hazard area subject to inundation by the 1 percent annual chance
flood (100-year flood) as determined by the Federal Emergency Management
Agency in any official maps published by the Federal Emergency Management
Agency.
5. A delineated earthquake fault zone as determined by the State Geologist in any
official maps published by the State Geologist.
6. Any historic or cultural resources known to exist on the property.
7. The project requires any approvals under the Subdivision Map Act, such as a parcel
map, a tentative map, or a condominium map.
NOTE: If Hyes, H you may need to complete Form P-l(Ej and Form P-l(Fj.
8. The project require a Density Bonus Approval.
NOTE: ff Nyes, N you must complete Forms P-l(H).
9. The project site located within the Coastal Zone.
NOTE: If nyes, "you may need to complete Form P-6 and/or Form P-7.
Yes No
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□ 1K]
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a. If "yes," does any portion of the property contain wetlands, as defined in Title O 0
14 of the California Code of Regulations§ 13577.
Page 3 of4
P-1(8) Form Rev 6/2023
b. If "yes," does any portion of the property contain environmentally sensitive
habitat areas, as defined in Public Resources Code§ 30240.
NOTE: If "yes," you may need to complete Form P-17 or Form P-18.
c. If "yes," does any portion of the property contain a tsunami run-up zone or
mapped inundation area.
d, If "yes," does any portion of the property contain any public access to or along
the coast.
10. The project impacts a stream or other resource that may be subject to a stream bed
alteration agreement pursuant to Chapter 6 (commencing with Fish and Game
Code§ 1600.
11. Any portion of the property is subject to any recorded public easement, such as
easements for storm drains, water lines, and other public rights of way.
Yes No
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I/We declare under penalty of perjury that I/we have reviewed this Affidavit and the information furnished is true
and correct.
Name: 1'-i fl,~ fll•e'l.-<.,""'L.. -----~---~~------------------~-L ~
Signature:-~':::"--~;..-,."·· c·=· ~ ,..........-1/,2,---'--.,; ___ :___==--------------------
This form must be stapled/attached to the application and shall be effective until replaced or revoked in writing.
NOTE: The Applicant, Property Owner, or Agent should use this form when submitting project revisions to update
the information provided in response ta issues raised by during the course of the city's review.
Page4of4
P-l(B) Fonn Rev 612023
PARTC. Project Team Information (complete all applicable fields)
Applicant: □ Same as Owner riJ Different from Owner
Name (If different from Owner): 0K_i_rk~M~o~e~ll_e~r _________________ _
Company or Firm: Kirk Moeller Archilects Inc.
contact Address: 2888 Loker Avenue Easl, Sulla 220
City: Carlsbad State: _C:;.;A..;..._ _______ Zip code: 92010
A1ent or Representative: IXI Same as Applicant D Different from Applicant ON/A
Name (If different from Applicant): ___________________ _
Company or Firm: __________________________ _
Contact Address: ___________________________ _
City: ___________ State: ___________ Zip COde: ____ _
Other (specify Architect,-Enslneer, CEQA Consultant, etc.): 0• -------~----~-
Name: _____________________________ _
Companvorflrm: __________________________ _
Contact Address: ___________________________ _
City: ___________ State: ___________ Zip Code: ____ _
NOTE: A Letter of Authorization (LOA} from the Property Owner empowering a person or persons to act
on the behalf of the Property, is required If anyone other than the Property Owner signs the Land Use
Review Appllcotfon as the Applicant or Agent. The authorized person (Applicant or Agent} on the LOA
must correspond with the name and signature, above.
PART D. Single "Point of Contact" Designation
A slngle "point of contact" Is an individual that handles all communications with the city and Its review
team for the purposes of sending and receiving appllcatfon materials, Information, reports, etc. The
point o/ contact Is to be the Slngte Tnt1Mdlial elected on t1'le Land Use Review Apjili"cat1on form ft,r tn
communications and to remain as the primary contact for all status updates relating to the land Use
Review Application.
Slngle Paint of Contact: IEI Applicant D Property Owner D Agent D Other _______ _
. Page3of6 •
P•t(A) Form Rev 812023
PART E. Contribution Disclosure
Has the Properly Owner, Applicant, or Agent had more than $900 worth of business transacted with any
member of city staff, Boards, Commissions, Committees and/or Council within the past 12 months?
D Yes Im No If yes, Indicate person(s): _________________ _
NOTE: Attach additional sheets If necessary,
PART F. Applicant Declarations (to be signed by Applicant)
I hereby certify under penalty of perjury that I have read the Information below and that:
l, I have carefully reviewed and prepared the applkatlon and plans In accordance wtth the
Instructions.
2. I understand that the specific information needed to Initiate planning case processing
corresponds to those Items listed In the appllcatlon form's "Minimum Submittal Intake
Rectulrements Checkllst," I also understand that even If the appllcatlon ls duly flled and
accepted for Intake processing, each application submitted to the Planning Division Is
required to have specified Information Included In the application packet before It Is
determined to_ be complete. The specific Information to determine completeness Is in
"Completeness Determination Requirements Checkllst.n
3, The Planning Division has developed policies to help ensure that discretionary permit
applications are timely processed. The Permit Streamlinlng Act shot clock starts on the intake
date the Planning staff accepts a duly flied application.
4. I understand that once an appllcatlon Is determined to be complete, project or design changes
that wlll Increase the number of units, add uses that were not previously listed, substantlally
~-----~change-the-slte-plan;-or-other-changes-that-trlgger--the-need-fo~ddltional-dlscretionary'~~----
approva Is will require a new appllcatlon, or the flllng of other appllcatlon permit types, which
would restart the review "clock" and extend processing timellnes.
5. I understand that upon city review, additional Information, documents, reports, entitlements
and fees might be requlred, Including any referral fees. I understand that all fees and deposits
submitted with this application wlll be refunded only as provided for by the ordinances,
regulations, or polldes In effect at the time of the appllcatlon submittal.
~------.6c-. 7lhumndrie.,,~s·tarnhhat It Is rny-responsfbflitytoimsure--that-statements-aretrae,thattUscrepancles-d-~-~--
not extst between the project's description on the application, the architectural plans and the
structural plans. If discrepancies exlst between the architectural plans and the structural plans,
the architectural plans shall take precedence, Ultimately, the scope of work, as described on the
permit that authorizes constructk>n, takes precedence over the plans. If there Is a discrepancy
between the plans and the description on the permit, the permit governs.
Page4of6
P· 1 (A) Form Rav 8/l023
7. I understand that all materials submitted In connection with this application might become
pubHc record subject to Inspection and copying by the public. I acknowledge and understand
that the publlc might Inspect and copy these materlals and that some or all of the materials
might be posted on the city website or elsewhere onllne, outside of the city's control.
8. I understand there are no assurances at any time, Implicitly or othe<Wlse, whether provided to
me In writing or by oral communications regarding finat staff recommendations to the declsion-
maklng body about thls appllcatlon or the determination of any decision-making body.
9, If the project is approved or conditionally approved, the approved plan set of project drawings,
civil plans/grading, sec.tlons, site plans, floor plans, architectural elevations, and landscape plans
shall not be altered without express authorization by the City Planner. Once a permit has been
Issued, the Applicant may request permit modifications. "Minor" modifications might be granted
If found by the City Planner to be In substantial conformity with the approved plan set, including
all exhibits and permit conditions. Modifications beyond the scope described In the approved
plan set might require submtttal of an amendment to the permit and approval by the authorized
review body.
10. Should any proponent of the project fail to flle a timely and valid appeal of the permit within the
applicable appeal period, such Inaction shall be deemed to constltute acceptance of the permit
by the Applicant; and agreement by the App/leant to be bound by, to comply with, and to do all
things requfred of or by the Applicant pursuant to all of the terms, provisions, and conditions of
the Issued permit or other approval.
11. As part of this application, the Applicant hereby agrees to defend, Indemnify, and hold harmless
the City of Carlsbad, Its Council, boards and commissions, officers, employees, volunteers, and
agents from any claim, action, or proceedlnK against ttle City of Carlsbad, Its Council, boards and
commlssJons, officers, employees, volunteers and agents, to attack, set aside, void or annul an
approval of the application or related decision, including environmental documents, or to
-------,challengec1-denlal-of·the-appllcatlon-or-related-declslons.Thls-lndemnlflcation·shall-include,-but------
not be limited to, damages awarded against the city, If any, costs of suit, attorneys' fees, and
other expenses incurred In connection with such clalm, action, causes of action, sUit or
proceeding whether Incurred by Applicant, cltv, and/or the parties Initiating or bringing such
proceedlna. The Appllcant shall Indemnify the city for all of the city's costs, attorneys' fees, and
damages that the city Incurs In enforcing the Indemnification provisions set forth herein. The
Applicant shall pay to the city upon demand any amount owed to the city pursuant to the
indemnification requirements prescribed.
PageSof6
P.1(A) Form Rev 812023
By signing below, I hereby agree to defend, Indemnify and hold harmless the city and l certify that the
appllcatlon I am submitting, Including alt addltlonal required Information, Is complete and accurate to
the best of my knowledge. I understand that any misstatement or omission of the requested
Information or of any hlformatlon subsequently requested might be grounds for rejecting the
app\lcallon, deeming the appllcation Incomplete, denying the appllcatlDn, suspending or revoking a
permit Issued on the basis of these or subsequent representations, or for the seeking of such other and
further relief as deemed by t~~ ~rlsbad,
Applicant Signature: -.,,.~~
Name: Kirk Moeller Date: 9-7-23 ------
This form must be stapled/attached to the application and shall be effective until replaced or
revoked In writing.
Pa11e60f 6
P·1(A) FOffll Rev 6/2023
PART A. Requested Environmental Clearance (All Projects)
IKl DON'T KNOW/ UNKOWN. It is unknown how CEQA applies to this project.
D CEQA APPLICABILITY -NOT A PROJECT. The requested activity associated with the application
package is NOT a "project'' as defined by CEQA (Public Resources Code§ 21065; CEQA Guidelines
§ 15378.
Applicable Public Resource Code or CEQA Guidelines Sec.: ____________ _
□ EXEMPT FROM ENVIRONMENTAL REVIEW. An Applicant, Property Owner, or Agent
contemplating using a CEQA exemption should carefully review both the Public Resources Code
and the State CEQA Guidelines to determine whether specific criteria apply that may or may not
be applicable to their proposed project. To assist the city in assessing whether the proposed
project is exempt from further review, the Applicant, Property Owner, or Agent may be asked to
provide written explanation and substantiate the requested exemption (see below).
□ Ministerial. The requested activity is exempt from further CEQA review because
it is specifically excluded from CEQA consideration as defined by the State
Legislature. These exemptions are delineated in Public Resource Code§§ 21080
et seq. and CEQA Guidelines.
Applicable section: ___________________ _
□ Categorical. The requested activity is exempt from further CEQA review because
it belongs to a list of classes of projects that generally are considered not to have
potential impacts on the environment. Categorical exemptions are identified by
the State Resources Agency and are defined in the CEQA Guidelines §§ 1530()..
15333. ADDITIONAL DOCUMENTATION MUST BE ATTACHED. Written evidence
must include why the quested exemption is not negated by some sort of an
exception to the exemption, pursuant to CEQA Guidelines §15300.2 and Chapter
19.04 of the Carlsbad Municipal Code.
□ Other type of exemption, such as Agricultural Housing. Affordable Housing, and
exemption for residential projects in a specific plan, etc. (Article 12.5 of the CEQA
Guidelines;§ 15182; § 15183; Public Resources Code§ 21155.1; etc.)ADDITIONAL
DOCUMENTATION AND/OR CHECKLIST MUST BE ATTACHED.
0 ENVIRONMENTAL DOCUMENTATION REQUIRED. Environmental review is required under CEQA
because the project does not qualify for an eKemption. This Environmental Information Form will
be used to assist staff in determining what type of environmental documentation (i.e.,
Environmental Impact Report, Mitigated Negative Declaration, or Negative Declaration) will be
required to be prepared, per CEQA and Chapter 19.04 of Carlsbad's Municipal Code. The city will
typically complete its initial environmental study thirty days after an application is determined
complete, consistent with Public Resources Code§ 21080.2; CEQA Guidelines§ 15102, unless the
timeframe is extended.
Page 2 of s
DRAFT' P-l{D) fonn Rev 6/2023
PART B. Property and Project Screening Information (If Applicable)
This section is to be completed only ff further environmental review and documentation is required (such
as an Environmental Impact Report, Mitigated Negative Declaration, or Negative Declaration. After your
Land Use Review Application is complete, the City Planner will request the preparation of an Initial Study,
which will rely, in part, on the information provided fn this form. If you believe that a previously completed
CEQA document adequately addresses the environmental impacts of the proposed project, a Petition for
Use of Prior CEQA Document or tiering checklist (as required by CEQA) may be filed which will be reviewed
and considered. It Is important to note that the details of the request must be carefully evaluated and
Planning staff's recommendation or decision for environmental review may change.
NOTE: If you have any questions regarding what constitutes an environmental resource of concern,
Planning staff may be contacted for further Information. The clarity and accuracy of the information you
provide is critical for purposes of quickly determining the specific environmental effects of your project.
1. Describe each item as it relates to the PROJECT SITE:
a. Existing land uses/ structures: Medical office/ 1-story building
b. Topography/ slope: Relatively flat/ 2% slope
c. vegetation: No natural vegetation is on-site
d. Wildlife: None ----------------------------
e. Surface waters: None --------------------------
f. Cultural/ historical resources: None ---------------------
g. Other: ____________________________ _
2. Describe each item as it relates to the SURROUNDING AREA:
a. Exlsting land uses/ structures: _M=u:cltc.i•ccfa=m=ily'-'-re=-s=-i.;:d.;:e::;n.cti"'a'--1 ___________ _
b. Topography/ slope: Relatively flat/ 2% slope
c. Vegetation: No natural vegetation
d. Wildlife:~N=on~e~-----------------------
e. Surface waters: None -----------------------
f. Cultural/ historical resources: None -------------------
g. Other: ____________________________ _
Page 3 of 5
DRAFT P•l(D) Fonn Rev 6/2023
3. Describe the whole action involved, including but not limited to later phases of the project, and any
secondary, support, or off-site features necessary for its implementation.
Demolition of all existing on-site improvements and construct a new 2-story
medical office building.
4. What steps can be taken to mitigate any adverse effects that may result from this project? List the
adverse effect first, then the mitigation measure(s) to reduce that effect.
NIA
Are the following Items applicable to the proj'ect or its effects? Discuss all items checked "yes" (attach
additional sheets as necessary).
5. Change in existing features of any bays, tidelands, beaches, or hills, or substantial
alteration of ground contours.
6. Change in scenic views or vistas from existing residential areas or public lands or
roads.
7. Change in pattern, scale or character of general area of project.
8. Significant amounts of solid waste or litter.
9. Change in dust, ash, smoke, fumes or odors in vicinity.
10. Change in ocean, bay, lake, stream or ground water quality or quantity, or
alteration of existing drainage patterns.
10. Substantial change in existing noise or vibration levels in the vicinity,
11. Site on filled land or on slope of 10 percent or more.
12. Use of disposal of potentially hazardous materials, such as toxic substances,
flammables or explosives.
13. Substantial change in demand for municipal services (police, fire, water, sewage,
etc.).
14. Substantially increase fossil fuel consumption (electricity, oil, natural gas, etc.),
15. Relationship to a larger project or series of projects of the same type in the same
general area.
Yes No
□
□ IBl
□ IBl
□ IBl
□ IBl
□ IBl
□ IBl
□ IRl
□ IBl
□ IBl
□ IBl
□ IBl
Page 4 of 5
DRAFT P-l(D) Form Rev 6/2023
Yes No
16. Site with tree groves, rock outcroppings, or similar resources. D [!]
17. Site with sensitive plant or animal habitats, defined by the California Endangered D [!]
Special Act {Fish and Game Code §§ 2050 et. seq.) or the Federal Endangered
Species Act (16 U.S.C. §§ et. seq.); or sensitive, rare, candidate species of special
concern; endangered or threatened biological specials or their habitat (specifically
including sage scrub habitat for the California Gnatcatcher); or the site is
immediately adjacent to a corridor or larger area which has wildlife movement.
18. Site has known archaeological or cultural resources from either historic or D [Kl
prehistoric periods.
19. Site has buildings or structures, including houses, garages, barns, commercial D [Kl
structures, etc. with extant architecture that are usually more than 45 years old.
NOTE: The city requires completion of this form for informational purposes. An affirmative response to any
of the items does not necessarily trigger special or additional CEQA review. Any environmental studies (i.e.,
biological, cultural resource, traffic, noise) that are necessary ta substantiate a Hno impact" or "yes impact"
determination should be submitted as an attachment to this Environmental Information Form to help
expedite the city's environmental review but IS NOT required to complete your application. Formal
environmental review does not begin the Land Use Review Application is determined to be complete.
A few statutes or ordinances require agencies to make decisions on permits within time limits that are so
short that review of the project under CEQA time limits would be difficult. To enable the city to comply
with the Permit Streamlining Act and CEQA, the case planner will deem an application for a project not
received for filing under the statute or ordinance until such time that progress toward completing the
environmental documentation required by CEQA is sufficient to enable the city to finish the CEQA process
within the shorter permit time limit.
This form must be stapled/attached ta the application and shall be effective until replaced or revoked
in writing.
Page 5 of 5
DRAFT P-1(O) Form Rev 6/2023
. .
A few statutes or ordinances require agencies to make decisions on permits within time limits that are so short
that review of the project under CEQA would be difficult. To enable the city to comply with both the Permit
Streamlining Act statute and CEQA, the case planner must deem an application for a project not received for filing
under the statute or ordinance until such time as progress toward completing the environmental documentation
required by CEQA is sufficient to enable the city to finish the CEQA process within the short permit time limit.
BY SIGNING BLEOW, I/We understand that this form must be completed as part of the application and
documents that l/we have been informed of process requirements and timellnes including: 1) time limits on
determining application completeness; 2) notifying applicants in writing if their applications are complete; 3)
time limits for environmental review; and, 4) disclosure to applicants about these time limits and certain
aspects of the application review process.
Each city review letter will Include a project processing schedule and estimated decision date that
incorporates the time limits for processing projects. I/We also understand that if there are any concerns
about the progression on the development application (e.g., the notice, review, or decision schedule) the
Applicant, Property Owner, or Agent should immediately contact the case planner to discuss project
processing, upcoming milestones, and/or timetine concerns. Time periods may be extended by mutual
consent, within limits.
NAME OF PROJECT, Grand Hope Medical
BRIEF SUMMARY OF PROJECT: Proposed 2-story medical office building
LOCATION: 2879-85 Hope Avenue
CONTACT: IXl Applicant D Property Owner □ Agent
Signature: __ :---~-~~·.,·~·-~·~·-·-~·==--=----------------------~
Name: Kirk Moeller-Kirk Moeller Architects Inc. Date: 9-7-23
This form must be stapled/attached to the application and shall be effective until replaced or revoked In
writing.
NOTE: Not all discretionary projects are subject to the 30-day review period. And there might be circumstances
that dictate a different processing timeline pursuant to state law,
Page 2 of2
P-1(A) Form Rev 612023
•
PART B. Change In Assignment (New Responsible Party)
This portion of the submittal form Is to be completed when the Financlolly Responsible Person changes
during the course of processing the application with the City of Carlsbad.
Transferring from (to be completed by current Flnanclally Responsible Party):
I, ----------------~ hereby assign and transfer all rights and finandal
responslbllltles for the followlng application:
PROJECT NAME: _______________________ _
BRIEF PROJECT SUMMARY: ___________________ _
PROJECT LOCATION: _____________________ _
PLANNING CASE NOS.: _____________________ _
Current Flnanclally Responsible Party Signature: ______________ _
Print Name: _________________ Oate: _______ _
Acceptance of Transfer (to be completed by the new Flnanclal Responsible Party):
I, -----------~ hereby accept financial responsibility for the above-mentioned
project from __________ (FRP, Part A.), effective date _____ _
New Flnanclally Responsible Party's Legal Name: ______________ _
Address: __________________________ _
City: _____________ State: ___ Zlp Code: ______ _
Phone: ____________ Cell Phone: ___________ _
Email: ___________________________ _
New Flnanclallv Resp0nslble Partv Signature: _______________ _
To be stapled/attached with receipt to the application and shall be effective until replaced or revoked In
writing.
Page3of 3
P-1(J) Form Rev 712023
Development Services
Planning Division
1635 Faraday Avenue
(442) 339-2610
www.carlsbadca.gov
PURPOSE
CLIMATE ACTION PLAN
CONSISTENCY CHECKLIST
P-30
('city of
Carlsbad
In September 2015, the City of Carlsbad adopted a Climate Action Plan (CAP) that outlines actions that
the city will undertake to achieve its proportional share of state greenhouse gas (GHG) emissions
reductions. This checklist contains measures that are required to be implemented on a project-by-project
basis to ensure that the specified emissions targets identified in the Climate Action Plan (CAP) are
achieved. Implementation of these measures will ensure that new development is consistent with the
CAP's assumption for relevant CAP strategies toward achieving the identified greenhouse gas (GHG)
reduction targets. In this manner, a project's incremental contribution to a cumulative GHG emissions
effect may be determined not to be cumulatively considerable if it complies with the requirements of the
CAP, in accordance with CEQA Guidelines Sections 15064(h)(3), 15130(d), and 15183(b).*
*City staff are currently not assessing the greenhouse gas impacts of California Environmental Quality Act
projects by using the Climate Action Plan as a qualified GHG reduction plan under CEQA section
15183.S(b). Please consult with the Planning Department for further guidance. Additional information
may be found on the Climate Action Plan Update and Vehicle Miles Traveled calculations staff report.
This checklist is intended to assist project applicants in identifying CAP ordinance requirements and
demonstrate how their project fulfills those requirements. This checklist is to be completed and included
in applications for new development projects that require discretionary review. The specific applicable
requirements outlined in the checklist shall be required as conditions of project approval for CAP
compliant projects with streamlined GHG emissions assessments. This checklist (i.e. Form P-30) is
complementary to the checklist provided in Form 8-50, which is specific to building permits and required
for building permit applications.
APPLICATION SUBMITTAL REQUIREMENTS
The completed checklist must be included in the project submittal package or building permit
application. Application submittal procedures can be found on the City of Carlsbad website. This
checklist is designed to assist the applicant in identifying the minimum CAP-related requirements
specific to their project. However, it may be necessary to supplement the completed checklist with
supporting materials, calculations or certifications, to demonstrate full compliance with CAP
requirements. For example, projects that propose or require a performance approach to comply
with energy-related measures will need to attach to this checklist separate calculations and
documentation as specified by the ordinances.
If an item in the checklist is deemed to be not applicable to a project, or is less than the minimum
required by ordinance, an explanation must be provided to the satisfaction of the Planning Division
or building official.
• The requirements in the checklist will be included in the project's conditions of approval or issuance
of building permit.
Details on CAP ordinance requirements are available on the city's website.
J JL 1 '/nn
P-30 Page 1 of 8 Revised 6122
{'cityof
Carlsbad
STORM WATER STANDARDS
QUESTIONNAIRE
E-34
Development Services
Land Development Engineering
1635 Faraday Avenue
442-339-2750
www .carlsbadca.gov
I INSTRUCTIONS:
To address post-development pollutants that may be generated from development projects, the city requires that new
development and significant redevelopment priority projects incorporate Permanent Storm Water Best Management
Practices (BMPs) into the project design per Carlsbad BMP Design Manual (BMP Manual). To view the BMP Manual, refer
to the Engineering Standards (Volume 5).
This questionnaire must be completed by the applicant in advance of submitting for a development application (subdivision,
discretionary permits and/or construction permits). The results of the questionnaire determine the level of storm water
standards that must be applied to a proposed development or redevelopment project. Depending on the outcome, your
project will either be subject to 'STANDARD PROJECT' requirements, "PRIORITY DEVELOPMENT PROJECT (PDP)
requirements or not considered a development project. This questionnaire will also determine if the project is subject to
TRASH CAPTURE REQUIREMENTS.
Your responses to the questionnaire represent an initial assessment of the proposed project conditions and impacts. City
staff has responsibility for making the final assessment after submission of the development application. If staff determines
that the questionnaire was incorrectly filled out and is subject to more stringent storm water standards than initially assessed
by you, this will result in the return of the development application as incomplete. In this case, please make the changes to
the questionnaire and resubmit to the city.
If you are unsure about the meaning of a question or need help in determining how to respond to one or more of the
questions, please seek assistance from Land Development Engineering staff.
A completed and signed questionnaire must be submitted with each development project application. Only one completed
and signed questionnaire is required when multiple development applications for the same project are submitted
concurrently
PROJECT fNFORMA TION "'"'"'
PROJECT NAME: GRAND HOPE APN:
ADDRESS: 2879 HOPE STREET, CARLSBAD CA 203-202-13
The project is (check one): 181 New Development D Redevelopment
The total proposed disturbed area is: ?,OOO ft2 ( 0.16 ) acres
The total proposed newly created and/or replaced impervious area is: 6,270 ft2 ( 0.14 ) acres
If your project is covered by an approved SWQMP as part of a larger development project, provide the project ID and the
SWQMP # of the larger development project:
Project ID SWQMP#:
Then, go to Step 1 and follow the instructions. When completed, sign the form at the end and submit this with your
application to the city.
This Box for City Use Only
YES NO Date:
City Concurrence:
□ □ By:
E-34 Page 1 of 4
Project ID:
--I\ M l < 'BAO r.1 I l VI V -
-'
LU JAN L 4
PLANNING DIVISION REV 04/23
I
~ ✓-· --. STEP1 fi*.t
St ¼►W' TO BE CO,r,1PLETE,.D FOR ALL PROJECTS
To determine if your project is a "development project", please answer the following question:
YES NO
Is your project LIMITED TO routine maintenance activity and/or repair/improvements to an existing building □ ~ or structure that do not alter the size (See Section 1.3 of the BMP Design Manual for guidance)?
If you answered "yes" to the above question, provide justification below then go to Step 6, mark the box stating "my project
is not a 'development project' and not subject to the requirements of the BMP manual" and complete applicant information.
Justification/discussion: (e.g. the project includes only interior remodels within an existing building):
If you answered "no" to the above question, the project is a 'development project', go to Step 2.
,, • it, STEP2 '
TG BE COMPLETED FOR ~,-1.; DEYELOPMENT PROJECTS "' *
To determine if your project is exempt from PDP requirements pursuant to MS4 Permit Provision E.3.b.(3), please answer
the following questions:
Is your project LIMITED to one or more of the following:
YES NO
1. Constructing new or retrofitting paved sidewalks, bicycle lanes or trails that meet the following criteria:
a) Designed and constructed to direct storm water runoff to adjacent vegetated areas, or other non-
erodible permeable areas; OR □ ~ b) Designed and constructed to be hydraulically disconnected from paved streets or roads; OR
c) Designed and constructed with permeable pavements or surfaces in accordance with USEPA
Green Streets guidance?
2. Retrofitting or redeveloping existing paved alleys, streets, or roads that are designed and constructed in □ ~ accordance with the USEPA Green Streets guidance?
3. Ground Mounted Solar Array that meets the criteria provided in section 1.4.2 of the BMP manual? □ ~
If you answered "yes" to one or more of the above questions, provide discussion/justification below, then go to Step 6, mark
the second box stating "my project is EXEMPT from PDP ... " and complete applicant information.
Discussion to justify exemption (e.g. the project redeveloping existing road designed and constructed in accordance with
the USEPA Green Street guidance):
If you answered "no" to the above questions, your project is not exempt from PDP, go to Step 3.
E-34 Page 2 of 4 REV 04/23
STEP3
TO BE COMPLETED FOR ALL NEW OR REDEVELOPMENT PROJECTS
To determine if your project is a PDP, please answer the following questions (MS4 Permit Provision E.3.b.(1 )):
YES NO
1. Is your project a new development that creates 10,000 square feet or more of impervious surfaces
□ i.gJ collectively over the entire project site? This includes commercial, industrial, residential, mixed-use,
and public development projects on public or private land.
2. Is your project a redevelopment project creating and/or replacing 5,000 square feet or more of impervious
surface collectively over the entire project site on an existing site of 10,000 square feet or more of □ i.gJ impervious surface? This includes commercial, industrial, residential, mixed-use, and public
development projects on public or private land.
3. Is your project a new or redevelopment project that creates and/or replaces 5,000 square feet or more of
impervious surface collectively over the entire project site and supports a restaurant? A restaurant is a
□ i.gJ facility that sells prepared foods and drinks for consumption, including stationary lunch counters and
refreshment stands selling prepared foods and drinks for immediate consumption (Standard Industrial
Classification (SIC) code 5812).
4. Is your project a new or redevelopment project that creates 5,000 square feet or more of impervious
surface collectively over the entire project site and supports a hillside development project? A hillside □ i.gJ
development project includes development on any natural slope that is twenty-five percent or qreater.
5. Is your project a new or redevelopment project that creates and/or replaces 5,000 square feet or more of
impervious surface collectively over the entire project site and supports a parking lot? A parking lot is a □ i.gJ
land area or facility for the temporary parking or storage of motor vehicles used personally for
business or for commerce.
6. Is your project a new or redevelopment project that creates and/or replaces 5,000 square feet or more
of impervious street, road, highway, freeway or driveway surface collectively over the entire project □ i.gJ site? A street, road, highway, freeway or driveway is any paved impervious surface used for the
transportation of automobiles, trucks, motorcycles and other vehicles.
7. Is your project a new or redevelopment project that creates and/or replaces 2,500 square feet or more of
impervious surface collectively over the entire site, and discharges directly to an Environmentally
□ i.gJ Sensitive Area (ESA)? "Discharging Directly to" includes flow that is conveyed overland a distance of 200
feet or less from the project to the ESA, or conveyed in a pipe or open channel any distance as an
isolated flow from the project to the ESA (i.e. not commingled with flows from adjacent lands).*
8. Is your project a new development or redevelopment project that creates and/or replaces 5,000 square
feet or more of impervious surface that supports an automotive repair shop? An automotive repair □ i.gJ shop is a facility that is categorized in any one of the following Standard Industrial Classification (SIC)
codes: 5013, 5014 5541, 7532-7534, or 7536-7539.
9. Is your project a new development or redevelopment project that creates and/or replaces 5,000 square
feet or more of impervious area that supports a retail gasoline outlet (RGO)? This category includes □ i.gJ RGO's that meet the following criteria: (a) 5,000 square feet or more or (b) a project Average Daily
Traffic (ADT) of 100 or more vehicles per day.
10. Is your project a new or redevelopment project that results in the disturbance of one or more acres of land □ [8] and are expected to generate pollutants post construction?
11. Is your project located within 200 feet of the Pacific Ocean and ( 1) creates 2,500 square feet or more of
□ i.gJ impervious surface or (2) increases impervious surface on the property by more than 10%? (CMC
21 .203.040)
If you answered "yes" to one or more of the above questions, your project is a PDP. If your project is a redevelopment
project, go to step 4. If your project is a new project, go to step 5, complete the trash capture question.
If you answered "no" to all of the above questions, your project is a 'STANDARD PROJECT'. Go to step 5, complete the
trash capture question.
.. .. • Enwonmentally Sensitrve Areas include but are not hm1ted to all Clean Water Act Section 303(d) impaired water bodies; areas designated as Areas or Spec,al
Biological Significance by the State Water Resources Control Board (Water Quality Control Plan for the San Diego Basin (1994) aad amendments); water bodies
designated with the RARE beneficial use by the State Water Resources Control Board (Water Quality Control Plan for the San Diego Basin (1994) and amendments):
areas designated as preserves or their equivalent under the Multi Species Conservation Program within the Cities and County or San Diego: Habitat Management
Plan; and any other equivalent environmentally sensitive areas which have been identified by the City.
E-34 Page 3 of 4 REV 04/23
~ ~ ., STEP4 ••• ,ill
TO BE COMPI..ETED FOR REOEVELOPMENT PROJECTS THAT ~RE PRIORITY. DEVELOPMENT RROJECTS (PDP)
. • ,,.1fhw11 ONLY . m1 "J • _!ii -~
Complete the questions below regarding your redevelopment project (MS4 Permit Provision E.3.b.(2)):
YES NO
Does the redevelopment project result in the creation or replacement of impervious surface in an amount of
less than 50% of the surface area of the previously existing development? Complete the percent impervious
calculation below:
Existing impervious area (A) = N/A sq. ft. □ □
Total proposed newly created or replaced impervious area (B) = N/A sq. ft.
Percent impervious area created or replaced (B/A)*100 = N/A %
If you answered "yes", the structural BMPs required for PDP apply only to the creation or replacement of impervious surface
and not the entire development. Go to step 5, complete the trash capture question.
If you answered "no," the structural BMP's required for PDP apply to the entire development. Go to step 5, complete the
trash capture question.
ff STEP 5 ~ ,,,
TO BE COMPLETED FOR ALL DEVEt.QPMENT PR:qJJ:CTS l' i
Complete the question below regarding your Project (SDRWQCB Order No. 2017-0077):
YES NO
Is the Project within any of the following Priority Land Use (PLU) categories?
R-23 (15-23 du/ac), R-30 (23-30 du/ac), Pl (Planned Industrial}, CF (Community Facilities), GC (General 18] □ Commercial), L (Local Shopping Center), R (Regional Commercial), V-8 (Village-Barrio), VC (Visitor
Commercial), 0 (Office), VC/OS (Visitor Commercial/Open Space), Pl/O (Planned Industrial/Office), or
Public Transportation Station
If you answered "yes", the 'PROJECT' is subject to TRASH CAPTURE REQUIREMENTS. Go to step 6, check the first
box stating, "My project is subject to TRASH CAPTURE REQUIREMENTS ... " and the second or third box as
determined in step 3.
If you answered "no", Go to step 6, check the second or third box as determined in step 3.
" STEP& 11
CHECK THE APPROPRIATE BOX(ES) AND COMPLETE APPLICANT INFORMA TIP!' ·'"
18] My project is subject to TRASH CAPTURE REQUIREMENTS and must comply with TRASH CAPTURE
REQUIREMENTS of the BMP Manual. I understand I must prepare a Storm Water Quality Management Plan (SWQMP).
18] My project is a 'STANDARD PROJECT' OR EXEMPT from PDP and must only comply with 'STANDARD PROJECT'
stormwater requirements of the BMP Manual. As part of these requirements, I will submit a "Standard Project
Requirement Checklist Form E-36'' and incorporate low impact development strategies throughout my project. If my
project is subject to TRASH CAPTURE REQUIREMENTS, I will submit a TRASH CAPTURE Storm Water Quality
Management Plan (TCSWQMP) per E-35A.
D My project is a POP and must comply with POP stormwater requirements of the BMP Manual. I understand I must
prepare a Storm Water Quality Management Plan (SWQMP) per E-35 template for submittal at time of application.
Note: For projects that are close to meeting the PDP threshold, staff may require detailed impervious area calculations
and exhibits to verify if 'STANDARD PROJECT' stormwater requirements apply.
D My project is NOT a 'development project' and is not subject to the requirements of the BMP Manual.
Applicant Information and Signature Box
Applicant Name: Bryan Knapp Applicant Title: Engineer
~ Applicant Signature: ---Date: 01/31/2024
E-34 Page 4 of 4 REV 04/23
,--------"""T'll,..c',....__..,..,..--.....,.----,=a .... t\ _______ ,----..,......,.---:-:-:--~--, U D -infeasible to do so. □ Other: ______ _
C. ~ BMPs for Rooftop Areas: Check this box if rooftop areas are proposed and select at least one BMP
below.
(see Fact
Sheet BL-3)
If no BMPs are selected, explain why they are infeasible in the area below.
~ SD-B
Direct runoff to pervious areas
o so-c
Install green roofs
D SD-E
Install rain barrels
D. ~ BMPs for Landscaped Areas: Check this box if landscaping is proposed and select the BMP below
~ SD-K Sustainable Landscaping
(see Fact
Sheet BL-4)
If SD-K is not selected, explain why it is infeasible in the area below.
Provide discussion/justification for site design BMPs that will not be implemented (either partially or fully):
Baseline BMP• for Pollutant-generating Sources
All development projects must complete Table 2 -Source Control Requirement to identify applicable requirements for
documenting pollutant-generating sources/ features and source control BMPs.
BMPs must be implemented for source control features where feasible. Leaving the box for a BMP unchecked means it
will not be implemented (either partially or fully) either because it is inapplicable or infeasible. Explanations must be
provided in the area below. The table provides specific instructions on when explanations are required.
Table 2 -Source Control Requirement
A. Management of Storm Water Discharges
1. Identify all proposed outdoor 2. Which BMPs will be used to prevent 3. Where will runoff from the
work areas below materials from contacting rainfall or work area be routed?
runoff?
□ Check here if none are proposed (See Fact Sheet BL-5) (See Fact Sheet BL-6)
Select all feasible BMPs for each work area Select one or more option for each
work area
SC-A SC-B SC-C SC-0 SC-E Other
Overhead Separation Wind Sanitary Containment
covering flows from protection sewer system
adjacent
areas
~ Trash & Refuse Storaae l.!.I l.!.I I!] l!I u u
□ Materials & Equipment Storage u u u u u u
E-36 Page 2 of 4 Revised 04/23
,
D Loading & Unloading □ □ □ □ u □
D FuelinQ □ □ □ □ u □
D Maintenance & Repair u □ □ u u □
D Vehicle & Equipment Cleaninq □ □ u □ □ □
□ Other: u u □ u u u
B. Management of Storm Water Discharges (see Fact Sheet BL-7)
Select one ootion for each feature below:
• Storm drain inlets and catch basins ... D are not proposed Ii] will be labeled with stenciling or signage to
discouraqe dumpinq (SC-F)
• Interior work surfaces, floor drains & D are not proposed Ill will not discharge directly or indirectly to the MS4
sumps ... or receiving waters
• Drain lines (e.g. air conditioning, boiler, □ are not proposed Ill will not discharge directly or indirectly to the MS4
etc.) ... or receiving waters
• Fire sprinkler test water ... □ are not proposed Ill will not discharge directly or indirectly to the MS4
or receivinQ waters
Provide discussion/justification for source control BMPs that will not be implemented (either partially or fully):
E-36 Page 3 of 4 Revised 04/23
Form Certification '
This E-36 Form is intended to comply with applicable requirements of the city's BMP Design Manual. I certify that it has
been completed to the best of my ability and accurately reflects the project being proposed and the applicable BMPs
proposed to minimize the potentially negative impacts of this project's land development activities on water quality. I
understand and acknowledge that the review of this form by City staff is confined to a review and does not relieve me as
the person in charge of overseeing the selection and design of storm water BMPs for this project, of my responsibilities for
project desiQn. -Preparer Signature: ~-~ -I Date: 01/31 /2024 ,,, -
Print oreoarer name: Bryan Knapp
E-36 Page 4 of 4 Revised 04/23
OocuS,gn Envek>pe ID MCBOB85-068F-47F5-A4,t~ !'JA02F138210A
FREEDOM
ESCROW
Phon11 (949) 644-3939 • 1200 Newport Canter Drive, SIii 180 • Newport Beach, CA 92660 • Fax (949) 644-3938
www.freedomescrow.com
BUYER'S ESTIMATED SETTLEMENT STATEMENT
PROPERTY: 2879-2885 Hope Avenue DATE: March 21, 2023
Carlsbad, CA 92008
CLOSING/RECORD
BUYER: Chos11n Wise Properties LLC
FINANCIAL CONSIDERATION
Total Consideration
Deposit from WILLIAM J CHO
Deposit from William J_ Cho
PRORATIONSIADJUSTMENTS
DATE:
ESCROW NO.:
County Taxes al $1 562 23/semi-annually from 0412412023 to
0710112023
TITLE/TAXES/RECORDING CHARGES. WFG National Title
Company
Ttlle -Messenger Fee
Recording Grant Deed
Miscellaneous Recording Fees
ESCROW CHARGES • Freedom Escrow
Title -Escrow Fee
Title-Archive Fee
Funds required
TOTAL
April 24, 2023
055668-LO
DEBITS
1,810,000 00
sa, so
15.00
35.00
20.00
2,986.00
50.00
CREDITS
50,000 00
50,000 00
1,713,687 50
$ 1,813,687 50 $ 1,813,687 50
THIS IS AN ESTIMATE ONLY ANO FIGURES ARE SUBJECT TO CHANGE
Chosen Wise Properties LLC, a California L1m1ted
Liabili<y Cor~t" • (j,.,
By L,c,da<Ao~:.,.
Wf1liani· j i::ho, Managing Member
-
DocuSign
Certfficate Of Com~etion
Envelope Id: A4CB0B8506BF47F5A4BF0AD2F13821DA Status: Completed
Subject· Complete with DocuS1gn: 055668 PREREC N001.pdf, 055668.BEST.N001.pdf. Amendment Second NEW COE-.
Source Envelope:
Document Pages· 3
Certificate Pages: 4
AutoNav: Enabled
Envelopeld Stamping. Enabled
Signatures: 3
Initials: 0
Time Zone: (UTC-08:00) Pacific Time {US & Canada)
Record Tracking
Status· Original
3121/2023 4 00:03 PM
Signer Events
William J Cho
wjcpeno@gmail.com
Secunty Level: Ema,I, Account Aulhenllcal1on
(None)
Electronic Re-cord and Signature Disclosure:
Accepted: 11512023 9:58·39 AM
ID: 03e8e294-990f-4e4a-9589-851 caeb2fab0
In Person Signer Events
Editor Delivery Events
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Completed
Payment Events
Holder: Lisa Osuna
lo@freedomescrow.com
Signature Adoption Pre-selected Style
Using IP Address: 76.93.173.171
Signature
Status
Status
Status
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Signature
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Hashed/Encrypted
Security Checked
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Status
Electronic Record and Signature Disclosure
Envelope Originator·
Lisa Osuna
1200 Newport Center Dr, Suite 180
rnl
Newport Beach, CA 92660
lo@lreedomescrow com
IP Address· 108.83.38.145
Location: DocuS1gn
Timestamp
Sent 312212023 9·02:33 AM
Viewed: 312212023 9:50:21 AM
Signed: 312312023 2-03 07 PM
Timestamp
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Timestamps
312212023 9 02:33 AM
312212023 9·50:21 AM
312312023 2·03:07 PM
312312023 2.03:07 PM
Timestamps
'
> ,. '.
Erectronic Record and Signature Disclosure ed on: 3/3112016 1:35:39 PM
Parties agreed to: William J. Cho
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Order No.: 23-100287
At the date hereof exception to coverage In addition to the printed Exceptions and Exclusions In said policy form
would be as follows:
1a. General and County taxes, including any personal property taxes and any assessments collected with
taxes, for the fiscal year 2022 -2023:
1st Installment:
2nd Installment:
Penalty:
APN No ..
Code Area:
$1,562.23, Paid
$1,562.23, Open
$166.22. due after April 10, 2023
203-202-13-00
09098
1b. The lien of supplemental taxes, if any, assessed pursuant to Chapter 3.5 commencing with Section 75 of
the California Revenue and Taxation Code.
1c. Assessments, for community facility districts, if any, affecting said land which may exist by virtue of
assessment maps or notices filed by said districts.
1d. The liens of bonds and assessments liens, if applicable, collected with the general and special taxes.
2. Water rights, claims or title to water, whether or not shown by the public records.
3. An Unrecorded Lease affecting the premises herein described, executed by and between the parties
herein named, with certain terms, covenants, conditions and provis1ons set forth therein
Lessor: Henry Quang SooHoo and George Mane SooHoo, Trustee of the SooHoo Family Trust, under
Declaration of Trust dated June 30, 1990
Lessee:Gentle Family Dentlstry
Disclosed by: An Inspection
Matters affecting the present interest of the lessor or lessee are not shown herein.
4. An Unrecorded Lease affecting the premises herein described, executed by and between the parties
herein named, with certain terms, covenants, conditions and provisions set forth therein
Lessor: Hom Yuit Yee
Lessee: Roni Mayben/Heritage Senior Care
Matters affecting the present mterest of the lessor or lessee are not shown herein
5. Any easements not disclosed by those public records which impart constructive notice as to matters
affecting title to real property and which are not visible and apparent from an inspection of the surface of
said land.
6 Any and all offers of dedication, conditions, restrictions, easements, fenceline/boundary discrepancies,
notes and/or provisions shown or disclosed by the filed or recorded map referred to in the legal
description.
7. Please be advised that our search did not disclose any open deeds of trust of record.
Please see the attached Affidavit of no mortgage or deed of trust to be executed and returned
pnor to closing. If you should have knowledge of any outstanding obligation, please contact
your title officer immediately for further review.
8. Rights or claims of parties in possession.
END OF EXCEPTIONS
WFG Form No. 3151600 CL TA Preliminary Report Form (06-05-14)
Page3of11
Req. No. 1
Req. No. 2.
Req. No. 3.
REQUIREMENTS
Statements of infomiation from all parties to the transaction are required.
With respect to the following entity:
Order No .. 23-100287
The George Mane SooHo Revocable Trust, under Declaration of Trust dated October 29, 2016
If the title is to be insured in the trustee(s) of a trust or their act is to be insured, we will require
the following:
1 A certification pursuant to Section 18100.5 of the California Probate Code In a form
satisfactory to the Company.
2. Copies of those excerpts from the original trust documents and amendments thereto which
designate the trustee and confer upon the trustee the power to act in the pending transaction.
3. Other requirements which the Company may impose following its review of the material
required herein and other mfom,ation which the Company may require.
Determination of whether reporting is required under any applicable U.S. Department of
Treasury FINCEN Geographic Targeting Order (GTO) and, if reporting under the GTO is
required, providing to the Company the information and identity documents required to comply
with the GTO and complete the report.
WFG Form No. 3151600 CL TA Preliminary Report Form (06-05-14)
Page4of11
.•
Order No.· 23-100287
NOTES
This report does not reflect requests for notice of default, requests for notice of delinquency, subsequent
transfers of easements, and similar matters not germane to the issuance of the policy of title insurance
anticipated hereunder.
Note 1. If this company is requested to disburse funds in connection with this transaction, Chapter 598 of
1989 Mandates of the California Insurance Code requires hold periods for checks deposited to
escrow or sub-escrow accounts. Such periods vary depending upon the type of check and anticipated
methods of deposit should be discussed with the escrow officer.
Note 2: No endorsement issued in connection with the policy and relating to covenants, conditions or
restrictions provides coverage for environmental protection.
Note 3: Special recordings: Due to a severe budget shortfall, many county recorders have announced that
severe limitations will be placed on the acceptance of Hspecial recordings.ft
Note 4: Homeowners association: if the property herein described is subject to membership in a homeowners
association, it will become necessary that we be furnished a written statement from the said
homeowners association of which said property is a member, which provides that all liens, charges
and/or assessments levied on said land have been paid_ Said statement should provide clearance up
to and including the time of closing_ In order to avoid unnecessary delays at the time of closing, we
ask that you obtain and forward said statement at your earliest convenience.
Note 5: Demands: This Company requires that all beneficiary demands be current at the time of closing. If the
demand has expired and a current demand cannot be obtained it may be necessary to ho!d money
whether payoff is made based on verbal figures or an expired demand.
Note 6: Line of credit payoffs: If any deed of trust herein secures a hne of credit, we will require that the
account be frozen and closed and no additional advances be made to the borrower. If the beneficiary
is unwilling to freeze the account, we will require you submit to us all unused checks, debit vouchers,
and/or credit cards associated with the loan along with a letter (affidavit) signed by the truster stating
that no additional advances will be made under the credit line. If neither of the above is possible, it will
be necessary to hold any difference between the demand balance and the maximum available credit.
Note 7: Maps: The map attached hereto may or may not be a survey of the land depicted thereon. You should
not rely upon it for any purpose other than orientation to the general location of the parcel or parcels
depicted. WFG National Title Company of California expressly disclaims any liability for alleged loss
or damages which may result from reliance upon this map.
Note 8: In the event of cancellation or if the transaction has not closed within 90 days from the date hereof,
the rate imposed and collectable shall be a minimum of $360.00, pursuant to Section 12404 of the
Insurance code, unless other provisions are made.
Note 9: A Preliminary Change of Ownership Report (PCOR) must be filed with each conveyance in the
County Recorder's office for the county where the property is located. If a document evidencing a
change in ownership is presented to the Recorder for recordation without the concurrent filing of a
PCOR, the Recorder may charge an additional recording fee of twenty dollars ($20). State law also
provides for a penalty of be levied if the Change of Ownership Report is not returned to the Assessor
within a timely filing period The penalty for failure to file a Change in Ownership Statement is $100 or
10% of the new tax bi!I, whichever is greater, but not to exceed $2,500.
Note 10: As to any and all covenants and restrictions set forth herein, the following is added: "but omitting any
covenant, condition or restriction indicating a preference, limitation or discrimination based on race,
color, rehgion, sex, sexual orientation, familial status, disability, handicap, national origin, genetic
information, gender. gender identity, gender expression, marital status, source of income (as defined
in subdivision (p) of Section 12955), or ancestry, that restriction violates state and federal fair housing
laws and Is void, and may be removed pursuant to Section 12956.2 of the Government Code, to the
extent such covenants, conditions or restrictions violate Title 42, Section 3604(c), of the United States
Codes or Section 12955 of the California Government Code. Lawful restrictions under state and
federal law on the age of occupants in senior housing or housing for older persons shall not be
construed as restrictions based on familial status."
WFG Form No. 3151600 CLTA Preliminary Report Form (06-05-14)
Page5of11
Order No . 23-100287
Note 11: Due to current conflicts or potential conflicts between state and federal law, which conflicts may
extend to local law, regarding marijuana, if the transaction to be insured involves property which is
currently used or is to be used in connection with a marijuana enterprise, including but not limited to
the cultivation, storage, distribution, transport, manufacture, or sale of marijuana and/or products
containing marijuana, the Company declines to close or insure the transaction, and this Preliminary
Title Report shall automatically be considered null and void and of no force and effect.
Note 12: This report is preparatory to the issuance of an ALTA Loan Policy. We have no knowledge of any fact
which would preclude the issuance of the policy with Cl TA Endorsement forms 100, 116 or 116.01
and if applicable, 115 and 116.02 attached.
When issued, the CL TA endorsement form 116, 116.01 or 116.02, if apphcable will reference
Commercial/Industrial Property
known as
2879-2885 Hope Avenue, City of Carlsbad, County of San Diego, California
Note 13 • The only conveyances affecting said land which recorded within twenty-four (24) months of the date
of this report are:
None of Record
WFG Form No. 3151600 Cl TA Preliminary Report Form (06-05-14)
Page6of11
-'
Exhibit One (Rev. 06-15-14)
CLTA STANDARD COVERAGE POLICY-1990 (4-8-14)
EXCLUSIONS FROM COVERAGE
Order No .. 23-100287
The following matters are expressly excluded from the coverage of this policy and the Company will not pay loss or damage, costs, attorneys·
fees or e)(penses which arise by reason of.
(a) Any law. ordinance or governmental regulation (including but not limited to building or zoning laws, ordinances. or
regulations) restnctmg, regulating, prohibiting or relating (i) the occupancy, use, or enJoyment of the land; (i1) the
character, dimensions or location of any improvement now or hereafter erected on the land; (iii) a separation in
ownership or a change m the dimensions or area of the land or any parcel of which the land 1s or was a part; or (1v)
environmental prolecl1on, or the effect of any violation of these laws, ordinances or governmental regulations, e)(cepl to
the extent that a notice of the enforcement thereof or a notice of a defect. lien. or encumbrance resulting from a violation
or alleged violation affecting the land has been recorded in the public records at Date of Policy
(b) Any governmental police power not excluded by {a) above, e)(cept to the eden! that a notice of ihe exercise lhereof or
notice of a defect, lien or encumbrance resulting from a violation or alleged v10lal1on affecting the land has been recorded
1n the public records at Date of Policy.
2 Rights of eminent domain unless notice of the e)(ercise thereof has been recorded 1n the public records at Date of Policy, but not
e"-cludmg from coverage any taking which has occurred prior to Date of Policy which would be binding on the nghts of a purchaser
for value without knowledge.
J_ Defects, liens, encumbrances, adverse claims or other matters
(a) whether or not recorded in the public records at Date of Policy, but created, suffered, assumed or agreed to by the
insured claimant;
(b) not known to the Company, not recorded m the public records at Date of Policy, but known to the insured claimant and
not disclosed m writing to the Company by the insured claimant prior to the dale the insured claimant became an insured
under this policy;
(c) resulting 1n no loss or damage to the insured claimant;
(d} attach mg or created subsequent to Date of Policy: or
(e) resulting in loss or damage which would not have been sustained if the insured claimant had paid value for the insured
mortgage or for the estate or interest insured by this policy.
4. Unenforceab1hty of the lien of the msured mortgage because of the inab1hty or failure of the insured at Date of Policy, or the ,nab1hty
or failure of any subsequent owner of the indebtedness, to comply with the applicable doing busmess laws of the state m which the
land is situated.
5 Invalidity or unenforceabil1ty of the lien of the insured mortgage, or claim thereof, which arises out of the transactron evidenced by
the im;ured mortgage and is based upon usury or any consumer credit protection or truth m lending law.
6. Any claim, which arises out of the transaction vestng in the insured the estate of interest insured by this policy or the transaction
creating the interest of the insured lender, by reason of the operation of federal bankruptcy, slate insolvency or similar creditors'
rights laws
EXCEPTIONS FROM COVERAGE-SCHEDULE B, PART I
This policy does not insure against loss or damage (and the Company will not pay costs, attorneys· fees or e"-penses) which arise by reason
of:
Ta)(eS or assessments which are not shown as e)(1stmg liens by the records of any la"-mg authority that levies !a)(es or
assessments on real property or by the public records
Proceedings by a public agency which may result 1n taxes or assessments. or notices of such proceedings, whether or not shown
by the records of such agency or by the public records
2 Any facts, nghts, interests, or claims wh,ch are not shown by tl1e public records but which could be ascert,.,ined by an ,nspec\1on of
the land which may be asserted by persons m possession thereof
J. Easements. liens or encumbrances, or claims thereof, which .. re not shown by the public records
4 D1screpanc1es, conflicts m boundary lines. shortage m area, encroachments. or any other facts which ,., correct survey would
disclose, and which are not shown by the public records.
5 {a) Unpatented mining claims {b) reservations or e"-cepllons m patents or 1n Acts authortzing the issuance thereof; (c) waler
rights, claims or title to water. whether or not the matters e"-cepted under {a), (b) or (c) are shown by the public records
6. Any lien or right to a lien for services. labor or material not shown by the public records.
WFG Form No. 3151600 CL TA Preliminary Report Form (06-05-14)
Page 7 of 11
CLTA/ALTA HOMEOWNER'S POLICY OF TITLE INSURANCE (12-02-13)
EXCLUSIONS
Order No: 23-100287
In addition to the Exceptions in Schedule B, You are not insured against loss, costs, attorneys' fees, and expenses resulting from;
1. Go11emmental police power, and the existence or violat1on of those portions of any law or government regulation concerning:
(a) building;
(b) zoning;
(c) land use:
(d) improvements on the Land, ,., land division, and
(f) environmental protection
This Exclusion does not lim,t the coverage described rn Covered Risk 8.a .. 14, 15, 16. 18, 19, 20, 23 or 27.
2 The failure of Your e"-isting structures, or any part of them. to be constrncted 111 accordance with applicable building codes. This
Exclusion does not hmit the coverage described m Covered Risk 14 or 15
3. The right to take the Land by condemning 11. This Exclusion does not limit the coverage described in Covered Risk 17
4 Risks
(a) that are created, allowed, or agreed to by You, whether or not they are recorded In the Public Records:
(b) that are Known to You at the Policy Dale, but not to Us. unless they are recorded in the Public Records at the Policy Date:
(c} that result in no loss to You: or
{d} that first occur after the Policy Date -this does not lim1tthe coverage described In Covered Risk 7. 8.e., 25, 26, 27 or 28
5. Failure to pay value for Your Title
6. Lack of a right (a) to any land outside the area specifically descnbed and referred to in paragraph 3 of Schedule A: and (b) in streets,
alleys, or waterways that touch the Land This Exclusion does not limit the coverage described in Covered Risk 11 or 21
7 The transfer of the Title to You is invalid as a preferential transfer or as a fraudulent transfer or conveyance under federal bankruptcy.
stale insolvency, or s1m1lar creditors' rights laws.
8 Contamination, explosion. fire, flooding. vIbrat1on. fracturing, earthquake or subsidence
9. Negligence by a person or an Ent1iy exercIsIng a right to extract or develop minerals, water, or any other substances.
LIMITATIONS ON COVERED RISKS
Your insurance for the following Covered Risks IS limited on the Owner's Coverage Statement as follows.
For Covered Risk 16. 18, 19. and 21 Your Deductible Amount and Our Maximum Dollar Limit of Liability shown in Schedule A
The deductible amounts and maximum dollar limits shown on Schedule A are as follows.
Covered Risk 16:
Covered R•sk 18·
Covered Risk 19:
Covered Risk 21
Your Deductible Amount
1 % of Policy Amount Shown In Schedule A or $2,500
(whichever 15 less)
1 % of Policy Amount Shown In Schedule A or $5.000
(whichever is less)
1 % of Policy Amount Shown In Schedule A or $5,000
(whichever Is less)
1% of Policy Amount Shown In Schedule A of $2,500
(whichever is less)
Our Maximum
Oollarlim,t of Liab1li!Y
$10,000.00
$25,000.00
$25,000.00
$5,000.00
2006 ALTA LOAN POLICY (06117106))
EXCLUSIONS FROM COVERAGE
The following matters are expressly excluded from the coverage of this policy and the Company will not pay loss or damage. costs. attorneys'
fees or expenses which arise by reason of.
(a) Any law. ordinance or governmental regulation (including those relating to building and zoning) restricting, regulating,
proh1b1tmg or relating to
(i) the occupancy, use. or enjoyment of the Land,
(11) the character, dimensions or location of any improvement erected on the Land:
(iii) the subd1v1s1on of land; or
(iv) environmental protection,
or the effect of any violation of these laws, ordinances or governmental regulations. This Exclusion 1(a} does not modify
or limit the coverage provided under Covered Risk 5.
WFG Form No. 3151600 CL TA Preliminary Report Form (06-05-14)
Page8of11
'
Order No.: 23-100287
(b) Any governmental police power. This Exclusion 1 (b) does not modify or limit the coverage provided under Covered Risk
6
2 Rights of eminent domain. This Exclusion does not modify or limit the coverage provided under Covered Risk 7 or 8
3 Defects, liens, encumbrances, adverse ciaims or other matters.
(a) created, suffered, assumed or agreed to by the Insured Claimant;
(b) not Known to the Company, not recorded m the public records at Date of Policy, but Known to lhe Insured Claimant and
not disclosed in wnt1ng lo the Company by the Insured Claimant pnor to the date the Insured Claimant became an
insured underth1s policy,
(c) resulting 1n no loss or damage to the Insured Claimant:
(d) attaching or created subsequent to Date of Policy (however. this does not modify or l1m1t the coverage provrded under
Covered Risk 11, 13, or 14): or
(e) resulting in loss or damage that would not have been sustained if the Insured Claimant had paid value for the Insured
Mortgage.
4. Unenforceability of the lien of the Insured Mortgage because of the inability or failure of the Insured to comply with applicable
doing-business laws of the state in which the land 1s situated.
5 Invalidity or unenforceab1hty in whole or in part of the hen of the Insured Mortgage that arises out of the transaction evidenced by
the Insured Mortgage and 1s based upon usury or any consumer credit protection or truth in lending law.
6 Any claim, by reason of the operation of federal bankruptcy, state msolvency, or similar creditors' rights laws, that the transaction
creating the lien of the Insured Mortgage, 1s
(a) a fraudulent conveyance or fraudulent transfer, or
(b) a preferential transfer for any reason not stated in co~ered Risk 13{b) of this policy
7. Any lien on the Title for real estate laxes or assessments imposed by governmental authority and created or attaching between
Date of Policy and the date of recording of the Insured Mortgage in the Public Records This Exclusion does not modify or limit the
coverage provided under covered Risk 11 (b).
The above policy form may be issued to afford either Standard Coverage or Extended Coverage. In addition to the above Exclusions from
Coverage, the Exceptions from Coverage 1n a Standard Coverage policy will also include the following Exceptions from Coverage·
EXCEPTIONS FROM COVERAGE
Except as provided in Schedule B -Part II. this policy does not insure against loss or damage (and the Company
will not pay costs, attorneys' fees or expenses) which arise by reason of:
PART 1
(a} Taxes or assessments that are not shown as e~1stmg hens by the records of any taxing authority that levies taxes or
assessments on real property or by the Public Records:
(b) Proceedings by a public agency that may result in taxes or assessments. or notices of such proceedings, whether or not
shown by the records of such agency or by the Public Records
2. Any facts, rights, interests or claims that are not shown by the Public Records but that could be ascertained by an inspection of the
Land or that may be asserted by persons in possession of the Land
3 Easements, liens or encumbrances. or cla,ms thereof. not shown by the Public Records.
4 Any encroachment, encumbrance. v1olalion, variation, or adverse circumstance affecting the T,tle that would be disclosed by an
accurate and complete land survey of the Land and not shown by the Public Records.
5 (a) Unpatented min,ng claims, {b) reservations or exceptions ,n patents or in Acts authorizing the issuance thereof: (c) water
rights, claims or title to water. whether or not the matters excepted under (a), (b) or (c} are shown by the Public Records
6 Any lien or right to a lien for services, labor or material not shown by the Public Records
PART II
In add1t1on to the matters set forth m Part I of this Schedule, the Title 1s sub1ect to the following matters, and the Company insures against
loss or damage sustained m the event that they are not subordinate to the lien of the Insured Mortgage:]
2006 ALT A OWNER'S POLICY (06/17/06)
EXCLUSIONS FROM COVERAGE
The following matters are expressly excluded from the coverage of this policy and the Company will not pay loss or damage, costs. attorneys'
fees or e~penses which arise by reason of:
(a) Any law, ordinance or governmental regulation (includmg lhose relating to bu1ld•ng and zoning) restricting. regulating,
prohibiting or relating to
(1) the occupancy, use, or enJoyment of the Land:
{ii) the character, d1mens1ons or location of any improvement erected on the Land:
{1i1) the subdivision of land: or
(iv) environmental protection:
or the effect of any violation of these laws, ordmances or governmental regulations. This E~clusion 1(a) does not modify
or limit the coverage provided under Covered Risk 5
{b) Any governmental police power. This Exclusion 1 (b) does not modify or limit the coverage provided under Covered Risk
6.
2. Rights of eminent domam. This Exclusion does not modify or l1m1t the coverage provided under Covered Risk 7 or 8.
3 Defects, liens, encumbrances, adverse claims or other matten;:
(a) created. suffered, assumed or agreed to by the Insured Claimant:
WFG Form No 3151600 Cl TA Preliminary Report Form (06-05-14)
Page9of11
Order No .. 23-100287
b) not Known to the Company, not recorded in the public records at Date of Policy, but Known to the Insured Claimant and
not disclosed in writing to the Company by the Insured Claimant prior to the dale the Insured Claimant became an
insured under this policy:
c) resultmg in no loss or damage to the Insured Claimant,
(d) attaching or created subsequent to Date of Policy (however, this does not modify or llmIt the coverage provided under
Covered Risk 9 and 10): or
{e) resulting in loss or damage that would not have been sustained 1flhe Insured Claimant had paid value for the Title.
4 Any claim, by reason of the operation of federal bankruptcy, state insolvency, or similar creditors' rights laws, that the transact,on
vesting the Title as shown in Schedule A, Is
(a) a fraudulent conveyance or fraudulent transfer. or
(b) a preferential transfer for any reason not stated in covered Risk 9 of this policy ..
5. Any lien on the Title for real estate taxes or assessments imposed by governmental authority and created or attachmg between
Date of Policy and the date of recording of the deed or other instrument of transfer In the Public Records that vests Tille as shown
In Schedule A
The above policy form may be issued to afford either Standard Coverage or Extended Coverage. In add1t1on to the above Exclusions from
Coverage, the Exceptions from Coverage in a Standard Coverage policy will also include the following Exceptions from Coverage:
EXCEPTIONS FROM COVERAGE
This policy does not insure agains! loss or damage and the Company will not pay costs. attorneys· fees or expenses which arise by reason of:
(a) Taxes or assessments that are not shown as existing liens by the records of any taxing authority that levies taxes or
assessments on real property or by the Public Records;
(b} Proceedings by a public agency that may result In taxes or assessments. or nollces of such proceed,ngs. whether or not
shown by the records of such agency or by the Pubj1c Records.
2 Any facts, nghts. interests or claims that are not shown by the Public Records but that could be ascertained by an inspection of the
Land or that may be asserted by persons m possession of the Land.
3 Easements, liens or encumbrances. or claims thereof, not shown by the Public Records
4 Any encroachment. encumbrance, v1olalion, vanalion. or adverse circumstance affecting the Title that would be disclosed by an
accurate and complete land survey of the land and not shown by the Public Records
5 (a) Unpatented mining claims, {b) reservations or exceptions in patents or m Acts authorizing the issuance thereof; (c) water
nghts, claims or title to water. whether or not the matters excepted under (a}, (b) or (c) are shown by the Public Records.
6 Any lien or right to a lien for services, labor or material not shown by the Public Records.
7 Variable exceptions such as taxes, easements. CC&R's, etc shown here.
WFG Form No. 3151600 CLTA Prehminal)' Report Form (06-05-14)
Page10of11
•'
ALTA EXPANDED COVERAGE RESIDENTIAL LOAN POLICY (12-02-13)
EXCLUSIONS FROM COVERAGE
Order No.: 23-100287
The following matters are expressly excluded from ttie coverage of this policy and the Company WIii not pay loss or damage, costs, attorneys·
fees or expenses which arise by reason of:
(a) Any law, ordinance, permit, or governmental regu'alion {1ncludIng those rela~ng to bu1ld1ng and zoning) restricting,
regulating, proh1b1ting, or relating to
(i) the occupancy, use, or enioyment of the Land;
{ii) the character, dimensions, or location of any improvement erected on the La11d,
{ui) the subdivision of land: or
(iv) environmental protection;
or the effect of any v1olalion of these laws, ordmances, or governmental regulations. This Exclusion 1 (a) does not modify or limit
the coverage provided under Covered Risk 5, 6, 13(c), 13(d), 14 or 16.
(b) Any governmental police power. This Exclusion 1 (b) does not modify or limit the coverage provided under Covered Risk
5, 6, 13{c), 13(d). 14 or 16.
2 Rights of eminent domain This Exclusion does not modify or limit the coverage provided under Covered Risk 7 or 8.
3 Defects, liens, encumbrances, adverse claims, or other matters
(a) created, suffered, assumed, or agreed to by the Insured Claimant.
(bl not Known to the Company, not recorded in the Public Records at Date of Policy, but Known to the Insured Claimant and
not disclosed in wnhng to the Company by the Insured Claimant prior to the date the Insured Claimant became an
Insured under this policy:
(c) resulting In no loss or damage to the Insured Claimant;
{d) attaching or created subsequent to Dale of Policy (however, this does not modify or limit the coverage provided under
Covered Risk 11, 16, 17. 18, 19, 20, 21, 22, 23, 24, 27 or 28): or
(e) resulting In loss or damage that would not have been sustained if the Insured Claimant had paid value for the Insured
Mortgage.
4 Unenforceab1hty of the lien of the Insured Mortgage because of the inability or failure of an Insured to comply with applicable doing-
business laws of the state where the Land Is situated
5 Invalidity or unenforceabrlity in whole or in part of the lien of the Insured Mortgage that arises out of tt,e transaction evidenced by
the Insured Mortgage and is based upon usury. or any consumer credit protection or truth-in-lending law. This Exclusion does not
modify or limit the coverage provided in Covered Risk 26.
6. Any claim of ,nvalidity, unenforceab11ity or lack. of priority of the lien of the Insured Mortgage as to Advances or mod1f1cat1ons made
after the Insured has Knowledge that the vestee shown m Schedule A is no longer tl7e owner of the estate or interest covered by
this policy This Exclusion does not modify or limit the coverage provided in Covered Risk 11
7 Any lien on the Title for real estate taxes or assessments imposed by governmental authority and created or attaching subsequent
to Date of Policy. This Exclusion does not modify or lImIt the coverage provided m Covered Risk 11(b) or 25.
8 The failure of the residential structure, or any portion of it, to have been constructed before, on or after Date of Policy In accordance
with applicable building codes This Exclusion does not modify or l1m1t the coverage provided m Covered Risk 5 or 6
9. Any claim, by reason of the operation of federal bankruptcy, state insolvency, or s1m1lar creditors' rights laws. that the transaction
creating the lien of the Insured Mortgage, is
{a) a fraudulent conveyance or fraudulent transfer, or
(b) a preferential transfer for any reason not stated in Covered Risk 27(b) of this policy.
10. Contamination, explosion, fire, flooding, v1brat1on, fracturing, earthquake, or subsidence
11 Negligence by a person or an Entity exercising a right to extract or develop minerals, water. or any other substances
WFG form No. 3151600 CL TA Preliminary Report Form (06-05-14)
Page11of11
.,
STATEMENT OF INFORMATION
CONFIDENTIAL • TO BE USED ONL V IN CONNECTION WITH ORDER NO: 23-100287, ESCROW NO.: 23-100287AND
PROPERTY ADDRESS: 2879-2885 HOPE AVENUE, CARLSBAD, CA 92008
1. IMPROVEMENTS: 0 NONE/VACANT LAND 0 SINGLE RESIDENCE 0 MULTIPLE RESIDENCE 0 COMMERICAL
2. OCCUPIED BY: □OWNER 0 TENANTS
3. CONSTRUCTION WITHIN LAST 6 MONTHS? □YES □ND
IF YES, INDICATE WORK DONE:
PARTY 1 PARTY 2
FIRST MIDDLE 0 NONE LAST FIRST MIDDLE 0 NONE LAST
---------------------------------------------------------------..
FORMER LAST NAME(SJ. IF ANY FORMER LAST NAME(S). IF ANY
--------------------------------BIRTHPLACE BIRTH DATE BIRTHPLACE BIRTH DATE
--------SOCIAL SECURITY NUMBER DRIVER'S LICENSE SOCIAL SECURITY NUMBER DRIVER'S LICENSE
NAME OF FORMER SPOUSE/REGISTERED DOMESTIC PARTNER NAME OF FORMER SPOUSE/REGISTERED DOMESTIC PARTNER
MARRIAGE
0 SINGLE 0 MARRIED 0 UNMARRIED DATE OF MARRIAGE/DIVORCE:
PARTY 1
RESIDENCES FOR LAST 10 YEARS
--------------------------. C1fv' ------------------------------------------ADDRESS STATE FROM (DATE) TO (DATE)
--·--ADDRESS CITY STATE FROM (DATE) TO (DATE)
----------- ------------------------------- --------------------. -----·
ADDRESS CITY STATE FROM (DATE) TO (DATE)
OCCUPATIONS FOR LAST 10 YEARS
---------------------------------OCCUPATION FIRM NAME ADDRESS NUMBER OF YEARS
OCCUPATION FIRM NAME ADDRESS NUMBER OF YEARS-
PARTY 2
RESIDENCES FOR LAST 10 YEARS
ADDRESS CITY STATE FR□-M {DA'rEJ T-o (DATEf
-----------,_,. --.. ·-·-· -----------------ADDRESS CITY STATE FROM (DATE) TO (DATE)
ADDRESS CITY STATE FROM (DATE) TO (DATE)
OCCUPATIONS FOR LAST 10 YEARS
OCCUPATION FIRM NAME -----------.... ----N-uMBER OF ;;,-EA.RS ADDRESS
-· ---· ---------OCCUPATION FIRM NAME ADDRESS NUMBER OF YEARS
THE UNDERSIGNED DECLARE, UNDER PENALTY OF PERJURY, THAT THE FOREGOING IS TRUE AND CORRECT.
EXECUTED ON _____ _ _ __ (DATE), AT ______________________ (CITYJ.
BY _____________________ _ BY _____________________ _
HOME TELEPHONE· _______________ _ HOME TELEPHONE _______________ _
BUSINESS TELEPHONE BUSINESS TELEPHONE ______________ _
EMAIL ____________________ _ EMAIL. ____________________ _
Disclosure to Consumer of Available Discounts
Pursuant to California Code of Regulations Section 2355.3
In compliance with Section 2355.3 of the CaUfornia Code of Regulations, if the current transaction involves an
improved, one-to-four family, residential dwelling, the proposed insured may be entitled to certain cost
reductions and/or discounts in their title insurance premiums and/or settlement service charges, pursuant to the
programs listed below, and as further described in the Company's current Schedule of Rates and Rules for the
State of California, currently on file with the California Department of Insurance. The reductions and/or discounts
available are:
Electronic Commerce
Group Title Discount Program
First Time Buyer(s)
Senior Citizen Rate
U.S. Military Rate
Consumer Direct Rates
Disaster Loans
Expedited/Electronic Refinance Rates
Lender Special Rates 1, 2, 3
Umited Escrow Rates
Home Equity Escrow Rate
REO Escrow Rate
Group Rate Escrow Discount
Application of the Reductions and/or Discounts listed above shall be governed by the rules and requirements set
forth in the Schedule of Rates and Rules on file in the office of the California Insurance Commissioner. Multiple
programs may or may not be applied. Pursuant to the above referenced California Code of Regulations Section,
neither provision nor acceptance of this form shall constitute a waiver of the consumer's right to be charged the
filed rate.
With the receipt of the Preliminary Report to which this Disclosure Form is attached, the proposed insured
acknowledges that they have been notified that they may be entitled to certain cost reductions and/or discounts,
as listed above and as more particularly described in the Company's Schedule of Rates and Rules, currently on
file In the office of the Insurance Commissioner of the State of California.
~iston Financial Grnup
Plain English Privacy Statement
for Appraisal, Title & Escrow Customers
WFG believes it is important to protect your privacy and confidences. We recognize and respect the privacy expectations
of our customers. We believe that making you aware of how we collect information about you, how we use that
information, and with whom we share that information will form the basis for a relationship of trust between us. This
Privacy Policy provides that explanation. We reserve the right to change this Privacy Policy from time to time.
Williston Financial Group, LLC, WFG National Title Insurance Co. and each of the affiliates listed below (collectively
"WFG" or the ~wFG Family") are obligated to comply with Federal and state privacy laws. While there are some common
requirements to those laws, the definitions and duties differ significantly from law-to-law and state-to-state. A privacy
statement drafted to comply with all of the applicable privacy laws and their differmg definitions would likely be confusing.
Therefore, in an attempt to better communicate our privacy policies, WFG designed this "Plain English" explanation,
followed by the Gramm-Leach-Bliley Act model form and website links to State-Specific Privacy Notices in order to
provide you with the complete, legal privacy notices and disclosures required under Federal and applicable State Laws.
WFG's primary business is providing appraisal, title insurance and, escrow services for the sale or refinance of real
property. This can be a complicated process, involving multiple parties, many of whom have been selected by our
customers, each filling a specialized role. In part, you have hired WFG to coordinate and smooth the passage of the
information necessary for an efficient settlement or closing.
In the course of this process, WFG collects a significant amount of persona! and identifying mformation about the parties
to a transaction, including sensitive items that include but are not limited to: your contact information including email
addresses, Social Security numbers, driver's license and, other identification numbers and information; financial, bank
and insurance information; information about past and proposed mortgages and loans; about properties you currently or
previously owned; your mortgage application package; and the cookie, IP address, and other information captured
automatically by computer systems.
Much of this information is gathered from searches of public land records, tax, court and credit records to make certain
that any liens, challenges, or title defects are addressed properly_ Some of the information that is collected is provided by
you, or the computer systems you use. We also may receive information from real estate brokers and agents, mortgage
brokers and, others working to facilitate your transaction. We also may receive information from public, private or
governmental databases including credit bureaus, 'no-fly' lists, and terrorist 'watch lists' , as well as from your lenders and
credit bureaus.
What Information is Shared?
WFG DOES NOT SELL any of your information to non-affiliated companies for marketing or any other purpose.
However, some of the same information does get shared with persons inside and outside the WFG Family m order to
facilitate and complete your transaction.
For example:
• Information, draft documents, and closing costs will pass back and forth between WFG and
your mortgage broker and lender to facilitate your transaction.
• Information, including purchase agreements and amendments, will pass back and forth
between WFG and the real estate agents and brokers, the mortgage brokers and lenders, the
lawyers and accountants, and others involved in facilitating the transaction.
• WFG may order property searches and examinations from title searchers, abstractors and title
plants.
• WFG may use third parties to obtain tax information, lien information, payoff information,
condominium and, homeowners' association information and payoff information.
• Third parties may be engaged to prepare documents in connection with your transaction.
• Surveys, appraisals and, inspections may be ordered.
•
• Within the WFG Family of companies, we may divide up the work to handle each closing in the
most efficient manner possible and to meet specific legal and licensing requirements. Certain
parts of your closing (for example a search or disbursement) may be handled by another
division or company within the WFG Family.
• When it is time for signatures, your complete closing package may be sent to a notary, remote
online notary, or notary service company who will arrange to meet with you to sign documents.
The notary will, in turn, send signed copies back to us along with copies of your driver's license
or other identity documents usually by mail, UPS, Federal Express or another courier service.
• Your deed, mortgage and other documents required to perfect title will be recorded with the
local recorder of deeds.
• In some cases, we use an outside service to coordinate the recording or electronic-recording
of those instruments, and they will receive copies of your deeds, mortgages and other
recordable documents to process, scan and send on to the recording office.
• Various government agencies get involved. The law requires us to provide certain information
to the IRS, the US Treasury, local and state tax authorities and other governmental agencies.
You have a choice in the selection of a mortgage broker, lender, real estate broker or agent and others that make up your
'transaction team.' Information flows to and from the members of the transaction team you have selected to facilitate an
efficient transaction for you.
When WFG selects and engages a third-party provider, we limit the scope of the mformation shared with that third party to
the information reasonably necessary for that service provider to provide the requested services. With most, we have
entered into express agreements in which they expressly commit to maintain a WFG customer's information in strict
confidence and use the information only for purposes of providing the requested services, clearing title, preventing fraud
and addressing claims under our title insurance policies.
How does WFG use your Information?
We may use your personal information in a vanety of ways, including but not limited to.·
• Provide the products, services and title insurance you have requested and to close and
facilitate your transaction.
• Coordinate and manage the appraisal process.
• Handle a claim or provide other services relating to your title insurance policies.
• Create and manage your account.
• Operate and improve WFG's applications and websites, including WFG MyHome WFG's
secure communication and transaction portal. Your information is used for access
management, payment processing, site administration, internal operations, troubleshooting,
data analysis, testing, research, and for statistical purposes.
• Respond to your requests, feedback, or inquiries.
• Comply with laws, regulations, and other legal requirements.
• Comply with relevant industry standards and our policies, including managing WFG's risk
profile through reinsurance.
• Protect and enforce your rights and the rights of other users against unlawful activity, including
identity theft and fraud.
• Protect and enforce our collective rights arising under any agreements entered into between
WFG and you or any other third party;
• Protect the integrity and maintain security of our applications, websites, and products;
• Operate, evaluate, and improve our business; and
• Provide you with information about products, services, and promotions, from WFG or third
parties that may interest you.
How Do We Store and Protect Your Personal lnfonnation?
Although no system can guarantee the complete security of your personal information, we will use our best efforts to
maintain commercially reasonable technical, organizational, and physical safeguards, consistent with applicable law, to
protect your personal information and our systems and sites from malicious intrusions or hacking.
How Long Do We Keep Your Personal Information?
We keep your personal information for as long as necessary to comply with the purpose for which it was collected, our
business needs, and our legal and regulatory obligations. We may store some personal information indefinitely. lf we
dispose of your personal information, we will do so in a way that is secure and appropriate to the nature of the information
subject to disposal.
Computer Information
When you access a WFG website, or communicate with us by e-mail, we may automatically collect and store more
information than you are expressly providing when you fill out a survey or send an email. This may include:
• Your IP Address.
• Your email address, your alias and, social media handles.
• The type of browser and operating system you use.
• The time of your visit.
• The pages of our site you visit.
• Cookies.
In order to provide you with customized service, we make use of Web browser cookies. Cookies are flies that help us
identify your computer and personalize your online experience. You may disable cookies on your computer, but you may
not be able to download online documents or access certain sites unless cookies are enabled.
The technical information we collect is used for administrative and technical purposes and to prevent fraud and provide
identity verification. For instance, we may use it to count the number of visitors to our site and determine the most popular
pages. We may also use it to review types of technology you are using, determine which link brought you to our Web site,
assess how our advertisements on other sites are working, help with maintenance, and improve our customers'
experience.
We may compare information gathered on previous visits to verify that we are 1nteractmg with the same parties and not a
potential imposter.
If we ask you to fill out any forms or surveys, we will use the information we receive only for the specific purposes
rndicated in those forms or surveys_
The mformation you and your transaction team send us in emails or attached to an email, or provide through any of our
online tools, is used for purposes of providing title, escrow and appraisal management services and used for the purposes
described above.
Links to Third Party Sites
Our Applications and Websites may contain links to third-party websites and services. Please note that these links are
provided for your convenience and information, and the websites and services may operate independently from us and
have their own privacy policies or notices, which we strongly suggest you review. This Privacy Notice applies to WFG's
applications and websites only_
Do Not Track
Because there is not an industry-standard process or defined criteria to permit a user to opt-out of tracking their online
activities (Do Not Track or ONT), our websites do not currently change the way they operate based upon detection of a
"Do Not Track" or similar signal. L1kew1se, we cannot assure that third parties are not able to collect information about
your online activities on WFG websites or applications.
Social Media Integration
Our applications, websites, and products contain links to and from social media platforms. You may choose to connect to
us through a social media platform, such as Facebook, Twitter, Google, etc. When you do, we may collect additional
information from or about you, such as your screen names, profile picture, contact information, contact list, and the profile
pictures of your contacts, through the social media platform. The social media platforms may also collect information from
you.
When you click on a social plug-in, such as Facebook's "Like" button, Twitter's "tweet" button or the Google+, that
particular social network's plugin will be activated and your browser will directly connect to that provider's servers. Your
action in clickrng on the social plug-in causes information to be passed to the social media platform.
We do not have control over the collection, use and sharing practices of social media platforms. We, therefore, encourage
you to review their usage and disclosure policies and practices, including their data security practices, before using social
media platforms.
How Can You "Opt-Out?"
We do not sell your information; therefore there is no need to opt-out of such reselling. Under various laws, you can opt-
out of the sharing of your information for more narrow purposes. For additional detail, consult the Links under the "Legal"
Notices attached below.
The "Legal" Notices
To comply with various federal and state laws, we are required to provide more complete legal notices and disclosures. In
reviewing these, you will find that these notices incorporate the definitions and terminology used in the respective privacy
laws which can often be somewhat convoluted and may even seem inconsistent with the descriptions above. The state-
specific statutes may also give residents of those states additional rights and remedies.
Privacy Notice for California Residents -https'//natiof!.~Lwfgnat1onaltitle0com/privacy-r1_ot1ce-cahforma
Privacy Notice for Oregon Residents -https://nat1ona[yvfgnalionaltitle.c.Qmiprivacy-notiw-oregon
How to Contact Us
If you have any questions about WFG's pnvacy policy or how we protect your information, please contact WFG:
• By email: (;Qo_~umerprivai;:y@w_ilhstonfinanc1al.corn
• By telephone: 833-451-5718
• By fax: 503-97 4-9596
• By mail: 12909 SW 68th Pkwy, Suite 350, Portland, OR 97223
• In-person: 12909 SW 68th Pkwy, Suite 350, Portland, OR 97223
WFGFAMILY
WILLISTON FINANCIAL GROUP LLC
WFG NATIONAL TITLE INSURANCE COMPANY
WFG LENDER SERVICES, LLC
WFGLS TITLE AGENCY OF UTAH, LLC
WFG NATIONAL TITLE COMPANY OF WASHINGTON, LLC
WFG NATIONAL TITLE COMPANY OF CALIFORNIA
WFG NATIONAL TITLE COMPANY OF TEXAS, LLC D/B/A WFG NATIONAL TITLE COMPANY
UNIVERSAL TITLE PARTNERS, LLC
VALUTRUST SOLUTIONS, LLC
WILLISTON ENTERPRISE SOLUTIONS & TECHNOLOGY, LLC
WFG NATIONAL TITLE COMPANY OF CLARK COUNTY, WA, LLC D/8/A WFG NATIONAL TITLE
Revised 6.12.20
ORDER NO. 23-100287
CERTIFICATION OF TRUST
(PURSUANT TO CALIFORNIA PROBATE CODE 18100.5)
THE UNDERSIGNED. BEING ALL OF THE CURRENTLY ACTING TRUSTEES OF THE TRUST. BEING OF LAWFUL
AGES. HEREBY DECLARE THE FOLLOWING TO BE TRUE AND CORRECT:
1. THE TRUST KNOWN AS _______________________ _
EXECUTED ON __________ , IS A VALID AND EXISTING TRUST
2. THE NAMES AND ADDRESSES OF ALL OF THE SETTLORS (PERSONS WHO CREATED THE TRUST) ARE:
3. THE NAMES AND ADDRESSES OF ALL OF THE TRUSTEES OF THE TRUST ARE:
TAX ID. NO. ___________ _
4. THE TRUST IS
(REVOCABLE/IRREVOCABLE)
5 THE TRUST HAS NOT BEEN REVOKED. MODIFIED OR AMENDED IN ANY MANNER WHICH WOULD CAUSE
THE REPRESENTATIONS CONTAINED HEREIN TO BE INCORRECT.
THIS CERTIFICATION IS EXECUTED BY ALL OF THE CURRENTLY ACTING TRUSTEES OF THE TRUST
PURSUANT TO SECTION 181005 OF THE PROBATE CODE.
DATED: _______________________ _
BY: BY ____________ _
A notary public or other officer completing this certificate verifies only the identity of the individual
who signed the document to which this certificate is attached, and not the truthfulness, accuracy or
validitv of that document.
STATE OF CALIFORNIA
COUNTY
OF
I SS.
On _____________ , before me, ______________ , a Notary Public,
personally appeared
who proved to me on the basis of satisfactory evidence to be the person(s) whose name{s) is/are subscribed to the
within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized
capacity(ies), and that by his/her/their signature(s) on the instrument the person(s) or the entity upon behalf of which
the person(s) acted, executed the instrument.
I certify under PENAL TY OF PERJURY under the laws of the State of California that the foregoing paragraph is true
and correct.
WITNESS my hand and official seal.
Signature
(This area for official notarial seal)
MAIL TAX STATEMENTS AS DIRECTED ABOVE
,
•
Escrow Number: 23-100287
Title Number:
~G N~;i,~'~'~l .. !(f!.~.~"~'mpany
COMMERCIAL OWNER'S AFFIDAVIT
Property: See Exhibit "A" attached hereto and incorporated herein by this reference
The undersigned affiant first being duly sworn, deposes and says:
That there have been no construction, repairs, alterations, improvements made, ordered or contracted to be made on
or to the Property, nor materials ordered within the last 6 months (or 90 days after completion of work) which have not
been paid for, nor are there any fixtures attached to the Property which have not been paid for in full; and there are no
outstanding or disputed claims for any such work or item, except
That the work of improvement, if any:
D Started on _________________ _
D Was completed on ________________ _
D Will be completed on
2. That there has been no work done. nor notice received that work is to be done by the municipality (city, borough, or
township), or at its direction, including but not limited to the installation of water or sewer lines, or for improvements
such as paving or repaving of streets or alleys, or the installation of curbs or sidewalks.
3. That there are no unrecorded leases or agreements affecting the Property. and there is no one in possession of or
that has access to the Property. other than:
D the undersigned.
D tenants based on month-to-month rental agreements
D lessees based on existing leases, copies of which are attached hereto
□
4. That there are no (1) private charges or assessments against the Property, (ii) rights of prior approval of a future
purchaser or occupant of the Property, or {iii) rights of first refusal or options to purchase all or any part of the Property
except:
(enter "none" or NIA if such is true)
5. That there are no unpaid rea! estate taxes or assessments except as shown on the current tax roll That the
undersigned has not received any supplemental tax bill which is unpaid.
6. That no actions in bankruptcy have been filed by or against the corporation in any federal court or any other court of
competent jurisdiction.
7 _ As of the date hereof, the subject property ts habitable and has not been damaged or destroyed by natural or man-
made causes. I (initial to agree/confirm).
8. That there are no matters pending against the Affiant that could give rise to a lien that would attach to the property
between the most recent effective date of the title commitment and the recording of the interest to be insured, and that
the Affiant has not and will not execute any instrument that would adversely affect the title or interest to be insured.
9. That this affidavit is given for the purpose of inducing WFG National Title Insurance Company and/or its agent to issue
its policies of title insurance which may provide coverage as to the matters listed above. The undersigned
acknowledge that they have read the foregoing and fully understand the legal aspects of any misrepresentation
and/or untrue statements made herein and indemnify and hold harmless WFG NATIONAL TITLE INSURANCE
COMPANY against liability occasioned by reason of reliance upon the statements made herein
Executed this __ day of January, 2023
I declare under penalty of perjury that the foregoing is true and correct and that this declaration was executed on ___________ at ______________ _
George Mane Soohoo Revocable Trust 10-29-16
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to
which this certificate is attached and not the truthfulness accura or validit of that document.
STATE OF CALIFORNIA
ss
COUNTY OF ________ _
Subscribed and sworn to (or affirmed) before me on this ___ day of __________ , 20 __ by
--------------------------~ proved to me on the basis of satisfactory
evidence to be the person(s) who appeared before me.
Notary Public Signature
•
OWNER'S AFFIDAVIT
State of
}
County of ____ _
The undersigned, first being duly sworn, deposes and says:
1) That they are the owner of that certain real property commonly known as
2879-2885 Hope Avenue, Carlsbad, CA 92008
{complete street address or addresses}
localed in the County of San Diego described in your Preliminary Report No. 23-100287
That the land is lawfully improved by a:
D Single family residence
0 Apartment building
D a one-to-four family residence.
0 Office building
Escrow No 23-100287
Order No.:
D Commercial building D Combination office and commercial building
D Industrial building
□---------
2) That there Is actual pedestrian and vehicular access to and from said land, except for: ___ ""
3) That there have been no repairs, work of improvement or materials furnished to the premises within the last ninety (90) days
except
Thal the work of improvement or repairs, If any:
0 Started on _________________ _
D Was completed on ________ _
0 Will be completed on _______________ _
4) There are no unpaid bills for labor or material because of any improvements or repairs made to the above premises, for
homeowners association dues, or for taxes or assessments, except _______________________ _
5) That there is no one in possession of or has access to the premises other than:
D The undersigned
0 Tenants based only on month-to-month rental agreements
0 Lessees based upon existing leases. copies of which are attached hereto
□---
6) That no person(s) other than those mentioned above have any rights, easements, licenses, or agreements allowing them to use,
encroach on, or travel over said real property, except___ _ __________ _
(Enter "None" if such Is true)
7) That to our knowledge there are no existing vIolatIon of city or county ordinances regulating the use of this land, nor any existing
dispute with adjoining owners. their tenants or a homeowners association over the boundaries or use of this land, except_
8) Thal this Affidavit is given for the purpose of inducing WFG National Title Company of California to issue its policy(ies) of title
insurance which may provide coverage as to the items mentioned above and that the statements made herein are true and correct
of my/our own knowledge.
9) That the undersigned has not received any notice of a supplemental tax bill, except _______ _
10) As of the date hereof, the subJect property is habitable and has not been damaged or destroyed by natural or man-made causes.
___ / ___ (lnltlal to agreefconflrm).
11) That said affiant(s) further certify(ies) and declare(s) that they will testify or depose before any competent tribunal, officer, or person
in any case now pending or hereafter instituted, to the truth of the foregoing statements and each of them.
Affiant(s), please remember to attach copies.
Dated:
George Mane Soohoo Revocable Trust 10-29-16
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to
which this certificate is attached and not the truthfulness accura or valldi of that document.
STATE OF CALIFORNIA
" COUNTY OF _________ _
Subscribed and sworn to (or affirmed) before me on this ___ day of __________ ,, 20 __ by
__________________________ , proved to me on the basis of satisfactory evidence to be the
person(s) who appeared before me.
Notary Public Signature
.. •
■
E OF WORK
HARDING STEEL PROVIDES: CUSTOMER PROVIDES:
• Material • Required quantity of 208V 3 phase 40 amp service terminated to standard shut off
• Controls and winng boxes
• Installation Labor and Equipment • Pit completed to manufacturer spec1f1cat1ons
• Hydraulic Power Units • Garage/Pit lighting
• Interconnections between lifts and power units • Safety gates/barriers as required to secure the machines during operation
• Safety gates 1f required (add1ttonal charge) • Ventilation as required by local authorities
• Shop Drawings • Sprinklers In accordance with local authonttes
• Design Assistance • All Pit drainage and sump systems
• Seismic/Structural calculations and certIficat1ons
• Approval assistance (documentation)
• Site inspections and trade coordination
• 1 year of service and support (no charge)
HARDING STEEL, INC. I I"