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HomeMy WebLinkAboutCDP 2023-0042; MCGERVEY ADU; Coastal Development Permit (CDP)Ccicyof Carlsbad LAND USE REVIEW ~" APPLICATION P-1 Development Service·s Planning Division 1635 Faraday Avenue 442-339-2600 www.carlsbadca.gov [§j SUBMITTAL INFORMATION -ALL APPLICATIONS _ NAME oF PROJECT: M,tcG,a&. V-E:-T 11;,ft-rit:...J ~wdtoA..,\ /A.,oJ -~f2J·v1-e.. • . J BRIEF SUMMARY OF PROJECT: #Jfl;:L\J 1?c~'D A!)u/~~,('::.l.~ fli;~D~L APPLICATIONS APPLIED FOR: Check the appropriate boxes for the application types for which you are applying. (CHECK ALL APPLICABLE BOXES) Development Permits (FOR DEPT. usE oNLYJ Legislative Permits (FOR DEPT. USE ONLY) D Coastal Development Permit D Major ~ Minor D Conditional Use Permit D Major D Minor D Amend/Ext. D Day Care (Large) D New D Amend/Ext. D Environmental Impact Assessment D Habitat Management Permit D Major D Minor D Hillside Development Permit D Major D Minor D Amend/Ext. D Nonconforming Construction Permit D Planned Development Permit D Residential D Non-Residential D Major D Minor D Amend D Precise Development Plan D Site Development Plan D Major D Minor D Special Use Permit D Tentative Parcel Map (Minor Subdivision) D Tentative Tract Map (Major Subdivision) D Variance D Major ¢Minor NOTE: A PROPOSED PROJECT REQUIRING APPLICATION SUBMITTAL MUST BE MADE BY APPOINTMENT OR THROUGH THE CSS ONLINE PORTAL. P-1 Paae 1 of 5 D General Plan Amendment . D Map OText D Local Coastal Program Amendment D Map D Text D Master Plan D New Plan D Specific Plan D New Plan D Zoning Change OMap Misc. Permits □Amend OAmend OText D Planning Determination D City Planner D PC Appeal D Historic Preservation D Register D Mills Act (FOR DEPT. USE ONLY) D Reasonable Accommodation FOR CITY USE ONLY: 011,L,\ DEV CASE NO.: 10?3-B+t8 REC. BY:.~ A· DATE STAMP APPLICATION RECEIVED 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. Di~cretionary 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? P-1 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 that 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 review can be tracked through the CSS Online Portal. 3. Starting the "Clock:" The Planning Division has qeveloped 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 applications 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. Envirorimental 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. Page 2 of 5 Revised 07/23 7. Decision-Making F. --~ss and Action. After the environmental =--umentation 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? P-1 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 online through the following link: https://www.carlsbadca.gov/departments/community-development/permits-applications- forms. 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 (1B- 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 lasting 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 l'Jlaterials may be billed upon completion of the intake review, hearing process or permit approval, as necessary. Page 3 of 5 Revised 07/23 6. Submission 1dar'!s. All required plans that are subn_-_____ d 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 One Drive (cloud storage service), 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 planning@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 DAV A~POINTMENTS ARE NOT AVAILABLE. WHAT MAKES AN APPLICATION COMPLETE? P-1 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. Dl,lring 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 all 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 Checklist(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 -------l SUBMITTAL FORMS REFERA '----------------------------------------------------- ' .-t 0 N 00 I I <;I" 0.. 0.. N I m C ~ I 0.. { "' I ..... 0 0.. O'l R = Required item for submittal requirements ..... 0.. C ~ N C .E Q) :.::. re I 0 "' re ---1 E 0.. :.::. checklist. ,._ ..... E u re r---3: Q) .E ..... I r--00 ,._ C re Q) 0.. a g C 0.. :!= .-t .-t bl Q) 0 > ,._ _Q Q) E C 0.. ,._ ·;;; "' I I :.::. Q) ..... Q) <;I" E ..... ,._ 0.. 0.. .E Q) C 0.. I Q) <( C Q) C re "' 0 = Optional or alternative application type. Q) 0.. > LI') Q) ,._ ,._ 0 Q) "'O Q) a:: E Q) Q) I 0.. g Q) 0.. i 0 0 ,._ :.::. 0 ,._ Q) > "' 0 0.. 0 E C ·-0 ..a 0.. a Q) Q) ·-re -u re E -"' :.::. u Q) "' u Q) ,._ ~ ~ C :, C u ::::, 0 re C :!= :, ,._ re 0 ,._ E ·;;:: "'O ,._ V') ·-..... 0 "O cii "' re E 0 :, u 0.. 0.. u "' "' 0 0 "' C > "tii ·;;:: -,._ C ti 0.. C ~ ~ ~ C C re u ..... Q) re -Q) 0 Q) 0 0 Q) u .!!! re Q) ·-~ --1 0 --1 > I 0.. u a:: 0 I I z u a:: <( I Development Permit Types Coastal Development Permit Minor rn IT] ---------rR-:JJ --------------------- Coastal Development Permit Major R R----------R R ------------------ Conditional Use Permit R R --------------------------------- Day Care (Large) R ------------------R --------------- Environmental Impact Assessment R ----------------------~------------- Habitat Management Plan Minor R ---------------------R ------------ Habitat Management Plan Major R ------------------------R --------- Hillside Development Permit R ---------R ------------------------ Nonconforming Construction Permit R ------0 ------------------R ------ Planned Development Permit R R --------------------------------- Precise Development Plan R R --------------------------------- Site Development Plan R R --------------------------------- Special Use Permit R R --------------------------------- Tentative Parcel Map R R --------------------------------- Tentative Tract Map R R --------------------------------- -(ru CD (Bl Variance ---------------------0 ------ Legislative Permit Types GPAs, LCPAs, Master Plans, etc. R ---R ------------------------------ Misc Permit Types , Determination -City Planner/ PC R ------------------------------------ Historic Preservation Permit R ----------------------------------R Reasonable Accommodation R ------0 ------------------0 R --- P-1 Page 5 of 5 Revised 7/23 Cticyof Carlsbad Development Services AUTH01RIATION, CONSENT, AND Planning Division DISCLOSURE STATEME~~~~ij¼J·E , 1635 F~raday Avenue •~~L,\-..,,(~~ '(; ~[) 442-339-2600 P-1 (A) , www.carlsbadca.gov • AUG 2 8 2023 • [§ APPLICATION AND ACKNOWLEDGEMENT INFORMATION This submittal form (Part A through Part F/ must be completed as part of your application with the City of Carlsbad. Your project cannot be reviewed until this information is completed. PART A. Owner Authorization and Consent NOTE: This Consent and Disclosure Form must list the name of the principal owners (10% or greater) and attach a copy of the current corporate articles, partnership agreement, or trust document, as applicable. Provide name(s) of the person(s) authorized to sign on behalf of th~ organization. (A separate page may be attached if necessary.) IF NO INDIVIDUALS OWN MORE THAN 10% OF THE SHARES, PLEASE INDICATE NOT-APPLICABLE (N/A) IN THE SPACE BELOW. , . . This is to certify 'under penalty of perjury that the undersigned is/are the record owner(s) of the property known as: Assesso_r's Map Book, Page and Parcel (APN/APNs):~ A... ~~ NC . 7/cj- -Af W 2.D~ -040-7{ ;and Street Address (if applicable): B.;o 'c, l t-p.,;5 Pr..A. c:,.;._ ~l2-L;i'!,AD C!A-. 1ZPDa that I/we (full legal name of all record owners) consent to the filing of the Land Use Review Application on our property for processing by the City of Carlsbad Planning Division. I/We declare under penalty of perjury that I/we have reviewed this Affidavit and t~e informatipn is true and correct. Name: __ ~_eo_n_M_~_· _e-n. __ v_~---------- Signature: .k=V'I'/~ c-3> Name: _________________________ _ Signature: ________________________ _ Name: __ --'------------------------ Signature: _________________ "--------- (For additional names, please use a separat~ sheet of paper) Page 1 of 6 P-1 (A) Form Rev 6/2023 IMPORTANT: A Grant Deed is required if the ownership does not match city records. Ownership on the deed must correspond exactly with the ownership listed. If the owner noted on the Grant Deed does not match the person signing as Property Owner, provide paperwork documenting the person signing is authorized to sign as a Property Owner. Whenever any excavation, fill, or other project-related improvement requires entry onto adjacent property for any reason, the Land Use Review Application shall include the written consent or legal easements or other property rights of the adjacent property owner or their authorized representative, and shall include such consent with the application package. The application will not be deemed complete unless and until all necessary consent documents are so filed. The consent shall be in,a form acceptable to the City Planner. If the proposed improvements on the adjacent property change the nature of the property's development rights (or implied bundle of rights), the city might require recordation of a Covenant and Agreement for Offsite Improvements and Release of Liability as a condition of project approval. Does the project's limits of disturbance encroach on property not owned by the Property Owner? □ Yes }( No If yes, attach adjacent owner authorization.· PART B. Owner Declarations (to be signed by Property Owner) I/We hereby certify under penalty of perjury that I have read the information below and that: 1. I/We understand that it is the responsibility of the Applicant to substantiate the request through the requirements of the application. 2. I/We understand that if there is a zoning violation on the property, application review may be delayed. Any unpermitted structures or uses must either be removed or legalized at part of this application. 3. I/We understand that if this application is approved, I/we may be required·to record a covenant with the County Recorder's Office, the form and content that is satisfactory to the City and its City Attorney, to notify future owners of the project approval and restrictions. 4. If this Land Use Review Application is approved or conditionally approved, I/we hereby certify that I/we will comply with' all conditions attached to the approval action. I/We understand that the failure to comply with any conditions shall constitute grounds for the revocation or modification ofthe approval, permit, or other authorizations provided. 5. Prior to any use of the project site ursuant to the permit issued, all conditions of approval (if any) will be completed or secure ,,,1. .. .r~q ted or required. Property Owner Signature(s ): ~-¥---=--...L__-"-----~--=--:....._.L.:::....._ ___ -=""-~---------- Name(s): 5 Cr~f-r ~p...V~::[ Date: ~, / 2.3 I Page 2 of 6 P-1 (A) Form Rev 6/2023 PART C. Project Team Information (complete all applicable fields) Applicant: )[same as Owner □ Different from Owner Name (if different from Owner): -:5 c..o rt f'!N O LoP... l LU,c... 4:S:..g;. v ~ -r Company or Firm: 1',\~ ... Contact Address: ~ 3o Cit 12-Ll '5 State: ___ CA-__ .t ______ Zip Code: Cf 2., O· ~ g Agent or Representative: □ Same as Applicant ~Different from Applicant □ N/A Name (if different from Applicant): _J,_~"-t½J ....... ~-~~~~ .. --+-'T--t-------------- Company or Firm: f;:> ~ I A~1f tz!CiV{Zzz.. Contact Address: -~2-~"'2_1~Z.-"------+r2?-r-~f?~A~,O_"'s~:':I"--"°'~"~e,-_f.t_-_t_D_c::>-____ _ City: ~"5'!,&t:> State: CA-. Zip Code: 9 Zc) c)~ Other,(specify Architect, Engineer, CEQA Consultant, etc.): ~,~cX-'75£..f: ~t., Name:--------------------------------- Company or Firm: _____________________________ _ 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 Application as the Applicant or Agent. The authorized person (Applicant or Agent) on the LOA must correspond with the name and signature, above. I • PART D. Single "Point of Contact" Designation A single "point of contact" is an individual that handles all communications with the city and its review team for the purposes of sending and receiving application materials, information, reports, etc. The point of contact is to be the single individual elected on the Land Use Review Application form for all communications and to remain as the primary contact for all status updates relating to the Land Use Review Application. Single Point of Contact: □ Applicant □ Property Owner ~ Agent □ Other ________ _ Page 3 of 6 P-1(A) Form Rev 6/2023 PART E. Contribution Disclosure Has the Property 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? □ Yes ~No If yes, indicate person(s): __ ~ __ ._A_,_• ____________ _ 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: 1. I have carefully reviewed and prepared the application and plans in accordance with the instructions. 2. I understand that the specific information needed to initiate planning case processing corresponds to those items listed in the application form's "Minimum Submittal Intake Requirements Checklist." I also understand that even if the application is duly filed 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 Checklist." 3. The Planning Division has developed policies to help ensure that discretionary permit applications are timely processed. The Permit Streamlining Act shot clock starts on the intake date the Planning staff accepts a duly filed application. 4. I understand that once an application is determined to be complete, project or design changes that will increase the number of units, add uses that were not previously listed, substantially change the site plan, or other changes that trigger the need for additional discretionary approvals will require a new application, or the filing of other application permit types, which would restart the review "clock" and extend processing timelines. 5. I understand that upon city review, additional information, documents, reports, entitlements and fees might be required, including any referral fees. I understand that all fees and deposits submitted with this application will be refunded only as provided for by the ordinances, regulations, or policies in effect at the time of the application submittal. 6. • I understand that it is my responsibility to ensure th?t statements are true, that discrepancies do not exist between the project's description on the application, the architectural plans and the structural plans. If discrepancies exist .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 construction, takes precedence over the plans. If there is a discrepancy between the plans and the description on the permit, the permit governs. Page 4 of 6 P-1 (A) Form Rev 6/2023 7. I understand that all materials submitted in connection with this application· might become public record subject to inspection and copying by the public. I acknowledge and understand that the public might inspect and copy these materials and that some or all of the materials might be posted on the city website or elsewhere on line, outside of the city's control. 8. I understand there are no assurances at any time, implicitly or otherwise, whether provided to me in writing or by oral communications regarding final staff recommendations to the decision- making body about this application or the determination of any decision-making body. 9. If the project is approved or co'nditionally approved, t~e approved plan set of project drawings, civil plans/grading, sections, 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 submittal of an amendment to the permit and approval by the authorized rev_iew body. • 10. Should any proponent of the project fail to file a timely a_nd valid appeal of the permit within the applicable appeal period, such inaction shall be deemed to constitute acceptance of the permit by the Applicant; and agreement by the Applicant to be bound by, to comply with, and to do all • ' \ things required 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 proceeding against the City of Carlsbad, its Council, boards and commissions, 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 challenge a denial of the application or related decisions. This indemnification 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 claim, action, causes of action, suit or \ proceedin~ whether incurred by Applicant, city, and/or the parties initiating or bringing such proceeding. The Applicant 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. Page 5 of 6 P-1 (A) Form Rev 6/2023 By signing below, I hereby agree to defend, indemnify and hold harmless the city and I certify that the application I am submitting, including all additional required information, is complete and accurate to the best of my knowledge. I understand that any misstatementl or omission of the requested information or of any information subsequently requested might be grounds for rejecting the application, deeming the application incomplete, denying the application, suspending or revoking a permit issued on the basis of these subsequent representations, or for the seeking of such other and . . further relief as deemed by the Cit f Carlsbad. Applicant Signature: ___,,,,L.¥~~~---4~~~-------.::;a~:::::::_ _______ __:_--=-----::---- Name: -oeotf: (!!.. -~p.. ¼S..T This form must be stapled/attached to the application and shall be effective u revoked in writing. Page 6 of 6 P-1 (A) Form Rev 6/2023 l PROJECT DESCRIPTION P-1(8) [§] APPLICATION INFORMATION Development Services Planning Division 1635 Faraday Avenue 442-339-2600 www.carlsbadca.gov This submittal form (Part A and Part B} is to be completed as part of your application with the City of Carlsbad. Your project cannot be reviewed until this information 'is completed. Submittal of a detailed project description is important to ensure the timely review of your Land Use Review Application and to reduce repetitive review cycles. The following instructions detail the types of information to include in your written project description. These instructions are not exhaustive. More complex entitlement requests typically require more comprehensive information while less complex requests might require less information. The intent of this form is to provide guidance on what type of informati_on to include in the written project description: Prior to submitting an entitlement application, review the entitlement-specific filing instructions for each application type, as well as instructions for preparing a complete site plan or tentative map, etc. A complete project description should include the following elements: ✓ Project name: Fill in the field with the name of the project, such as "Red Oak Homes" or "Benson Commercial." If no name is proposed, write the last name of the Applicant or, Property Owner, plus a brief description such as "Jones Condo Conversion" or "Smith Residential Subdivision." ✓ Applications applied for: List the various application types for which you are applying. Consult with the Planning Divi~ion to determine required application types needed to process your specific project. ✓ Assessor parcel no(s).: Include all assessor parcel numbers included that are within the project boundary. Planning staff can assist you in determining the appropriate assessor parcel number(s). ✓ Describe the complete project scope: Provide a narrative description of the proposed project including, but not limited to: project area by square footage or acreage, proposed land use(s), number of developable lots or units proposed, number of common area or open space lots, open space acreage, site access and proposed roadway and circulation improvements, park\ng location, design and number of spaces, existing utilities by type and location, proposed utilities by type and location, project grading with estimated quantities for cuts and fills, proposed drainage and storm water treatment improvements, project phasing, proposed square footage of amenities buildings such as recreation centers and clubhouses, proposed square footage of commercial or industrial buildings, noise barriers, proposed parks and trails, landscaping improvements and other relevant information. Project descriptions for commercial land uses should also include days and hours of operation, number patrons or custol'T)ers, number of employees, typical daily traffic, proposed outdoor uses or use areas, food or alcohol sales, descriptions of promotional events including uses with outdoor amplified speech or music. CITY OF CAr~LSi3i\D NOV 2 : t023 PLANNINC DIVISION Page 1 of 4 P-l(B) Form Rev 6/2023 PART A. Project Summary Information NAMEOFPROJECT:W(a~rc-Y k;\~N ADv•br.z&> A®~e:./A....Dt 'J APPLICATION PERMIT TYPES REQUESTED: iM,,,Jof2-.: CoJA.6k. QeV6 lv~ J.;,N D vA{z..e~~ ACCESSOR PARCEL NUMBERS: b QC:, -czfc:,. -2 f _c:;::)Q PROPERTY ADDRESS: 8~ C.t ::f:e-v:s ft-Ac/: CONTACT: □ Applicant 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. t11f::_ -pwc-c:;f; t::, k Ot:Ut~ust-{ A L:f7o"'j.E:, Ot:=,b\~ G.At2-i¥rc;_, A_,.,J o -e>t.Jtc_Q A k):f: LLJ 7D >43 '2,f:. c:;.~E24?t,f: ~ , .. _JL Th{ A- Page 2 of 4 P-l(B) Form Rev 6/2023 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 all 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 special 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 faul! 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 "yes," you may need to complete Form P-l(E) and Form P"l(F). 8. The project require a Density Bonus Approval. NOTE: If "yes," you must complete Forms P-l(H). 9. The project site located within the Coastal Zone. NOTE: If "yes," you may need to complete Form P-6 and/or Form P-7. a. If "yes," does any portion of the property contain wetlands, as defined in Title 14 of the California Code of Regulations§ 13577. Yes □ □ □ □ □ □ □ □ □ No }§ ~ ~ N ~ □ Page 3 of4 P-l(B) Form Rev 6/2023 \, b. If "yes," does any portion of the property contain environmertally 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 □ ~ □ ~ □ Er □ ~ □ ~ I/We declare under penalty of perjury that I/we have reviewed this Affidavit and the information furnished is true and correct. NOTE: The Applicant, Property Owner, or Agent should use this form when submitting project revisions to update the information provided in response to issues raised by during the course of the city's review. Page 4 of 4 P-l(B) Form Rev 6/2023 Development Services Planning Division 1635 Faraday Avenue (442) 339-2610 • www.carlsbadca.gov PURPOSE .-,-.ADI ·SBAD C\T{ Orv '"'-' pL.ANN\NG o\V\S\0,'1 , 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 i'ncremental contribution to a cumulative GHG emissions effect may be determined not to be cumulatively considerable if it complies with the requirements ofthe 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 ~e 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 0B-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 documentat_ion as specified by the ordinances. • If an item in the checklist is deemed to be1 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. P-30 Page 1 of 8 Revised 6/2?., City of Carlsbad Climate Action Plan Consistency Checklist STEP 1: LAND USE CONSISTENCY The first step in determining CAP consistency for discretionary development is to assess the project's consistency with the growth projections used in the development of the CAP. This section allows the city to determine a project's consistency with the land use assumptions used in the CAP. Projects found not to be consistent with the CAP's land use assumptions and that are projected to emit at or above the CAP screening threshold of 900 metric tons of CO2 equivalent (MTCO2e) GHG will be subject to a project-specific analysis of GHG emissions' impact on the environment in accordance with the requirements of the California Environmental Quality Act (CEQA). This may result in GHG-reducing mitigation measures applied as a condition of project approval in addition to compliance with the CAP ordinance requirements identified in Step 2 of this checklist. (Check the appropriate box and provide an explanation and supporting documentation for your answer) A. Is the proposed project consistent with the existing General Plan land use and specific/master plan or zoning designations? OR, If the proposed project is not consistent with the existing land use plan and zoning designations, does the project include a land use plan and/or specific plan, master plan or zoning designation amendment that would result in an equivalent or less GHG-intensive project when compared to the existing designations? Yes No □ If "Yes", proceed to Step 2 of the checklist. For the second option under Question A above, provide estimated project-related GHG emissions under both existing and proposed designation(s) for comparison. GHG emissions must be estimated in accordance with the City of Carlsbad Guidance to Demonstrating Consistency with the Climate Action Plan. If "No", proceed to Question B. B. The CAP established a screening threshold of 900 MTC02e/year for new development projects to assist in determining consistency with the CAP. The types and sizes of typical projects listed below have been determined to correspond to the CAP screening threshold. Will the proposed land use change result in the construction of less than any one of the following? • Single-Family Housing: 50 dwelling units • Multi-Family Housing: 70 dwelling units • Office: 35,000 square feet • Retail Store: 11,000 square feet • Grocery Store: 6,300 square feet • Other: If the proposed project is not one of the above types, provide a project-specific GHG emissions analysis to determine whether it is below the 900 MTCO2e/year screening threshold. If "Yes", proceed to Step 2 of the checklist. □ □ If "No", the project's GHG impact is potentially significant and must be analyzed in accordance with CEQA. Applicant must prepare a Self-developed GHG emissions reduction program in accordance with the City of Carlsbad Guidance to Demonstrating Consistency with the Climate Action Plan to demonstrate how it would offset the increase in emissions over the existing designations. The project must incorporate each of the applicable measures identified in Step 2 to mitigate cumulative GHG emissions impacts unless the decision maker finds that a measure is infeasible in accordance with California Environmental Quality Act Guidelines Section 15091. Mitigation in lieu of or in addition to the measures in Step 2 may be required, depending on the results of the project-specific GHG impact analysis. Proceed and complete a project-specific Self-developed GHG emissions reduction program and Step 2 of the Checklist. P-30 Page 2 of 8 Revised 06/22 City of Carlsbad Climate Action Plan Consistency Checklist STEP 2: CAP ORDINANCE COMPLIANCE REQUIREMENTS Completion of this checklist will document a project's compliance with CAP ordinances, and in turn, demonstrate consistency with the applicable measures and actions of the CAP. The compliance requirements in this Step 2 apply to development projects that require a building permit. All other development projects shall implement all emissions-related mitigation measures from the General Plan Update EIR. Property Address/APN: Applicant Name/Co.: Applicant Address: Contact Phone : Contact information of person completing this checklist (if different than above): Name: Company name/address: Contact Phone: Contact Email: ~J Ne~f,~4l.JP&:.. Z2Cf1... @J-At&':t AVl:l(too C~f2.,L.~a.lz,~ p C-A. Use the table below to determine which sections of the Ordinance Compliance checklist are applicable to.your project. If your project includes alterations or additions to an existing building, please contact the Carlsbad Building Division for assistance in estimating building permit va luation, by phone at 760-602-2719 or by email at building@carlsbadca.gov. □ Alterations: }!(. BPV < $60,000 □ BPV ~ $60,000 □ Electrical service panel upgrade □ BPV ~ $200,000 BPV ~ $1,000,000 □ New construction P-30 N/A lA and 4A 4A lA and 4A 28 Page 3 of 8 All residential alterations 1-2 family dwellings and townhouses with attached garages only Multi-family dwellings only where interior finishes are removed and significant site work and upgrades to structural and mechanical, electrical, and/or plumbing systems are proposed Multi-family dwellings only where ~$1,000,000 BPV AND affecting ~75% existing floor area Revised 06/22 City of Ca rl sbad Climate Action Plan Consistency Check list □ Alterations: □ BPV ~ $200,000 or additions~ 1B,S 1,000 square feet □ BPV ~ $1,000,000 1B, 2B and 5 Building alterations of~ 75% existing gross floor area □ ~ 2,000 sq. ft. new roof addition 2B and 5 1B also applies if BPV ~ $200,000 Please refer to Carlsbad Ordinance No. CS-437 for more information when completing this section. A. D Residential addition or alteration ~ $60,000 building permit valuation. See Ord. CS-437. Year Built Single-family Requirements □ Before 1978 Select one: □ Duct sealing □ Attic insulation □ Cool roof □ 1978 and later Select one: □ Lighting package □ Water heating package □ Between 1978 and 1990 □ 1991 and later B. D Nonresidential* new construction or alterations<'. $200,000 building permit valuation, or additions~ 1,000 square feet. See CALGreen Appendix AS, as amended in CS-437. AS. 203.1.1.1 □ Outdoor lighting: .90 Allowed Outdoor Lighting Power AS.203.1.1.2 □ Restaurant service water heating (comply with California Energy Code Section 140.5, as amended) AS.203.1.2.1 Choose one as applicable: □ .95 Energy budget □ .90 Energy budget AS.211.1. ** □ On-site renewable energy AS.211.3** □ Green power (if offered by local utility provider, 50% minimum renewable sources) AS.212.l □ Elevators and escalators 0 N/A _________ _ D Exception: Home energy score<'. 7 (attach certification) Multi-family Requirements □ Attic insulation Select one: □ Attic insulation □ Duct Sealing □ Cool roof Select one: □ Lighting package □ Water heating package . 0 N/A ________ _ 0 N/A 0 N/A □ N/A □ N/A □ N/A □ N/A P-30 Page 4 of 8 Revised 06/22 City of Carlsbad Climate Action Plan Consistency Checklist AS.213.1 □ Steel framing □ N/A * Includes hotels/motels and high-rise residential buildings •• For alterations ;i: $1,000,000 BPV and affecting> 75% existing gross floor area, or alterations that add 2,000 square feet of new roof addition: comply with California Energy Code section 120.10 instead. Residential new construction. Refer to Carlsbad Ordinance No. Cs-437 for requirements, which amends Section 150.l{c) of the CEC for single-family residential; and Section 170.Z(d) of the CEC for multi-family requirements. Note: if project includes installation of an electric heat pump water heater pursuant to Carlsbad ordinance CS-447, increase system size by .3kWdc if PV offset option is selected. Floor Plan ID (use additional CFA #d.u. Calculated kWdc* sheets if necessary) A..oo h<fo I.~ I. '":>l r_ Total System Size: l.,Slr;.., kWdc = (CFAx.572) / 1,000 + (1.15 x #d.u.) *Formula calculation where CFA = conditional floor area, #du= number of dwellings per plan type If proposed system size is less than calculated size, please explain. Exception □ □ □ □ kWdc B. 0 Nonresidential and hotel/motel new construction; or major alterations to nonresidential, hotel/motels, and multi-family residential .?$1,000,000 BPV and affecting .?75% existing floor area, or addition that increases roof area by .?2,000 square feet. Please refer to Carlsbad Ordinance CS-437 when completing this section.• Choose one of the following methods: □ Gross Floor Area {GFA) Method GFA: □ If< 10,000s.f. Enter: 5 kWdc Min. System Size : □ If ;i: 10,000s.f. calculate: 15 kWdc x (GFA/10,000) ** kWdc **Round building size factor to nearest tenth, and round system size to nearest whole number. □ Time-Dependent Valuation Method Annual TDV Energy use:*** x .80= Min. system size: ____ kWdc ***Attach calculation documentation using modeling software approved by the California Energy Commission. • New CEC standards also require battery storage systems meeting the requirements if Reference Joint Appendix JA12 of the CEC. P-30 Page 5 of 8 Revised 06/22 City of Carlsbad Climate Action Plan Consistency Checklist A. ~ Residential new construction Please refer to Carlsbad Ordinance CS-437 when completing this section. For systems serving individual dwelling units and achieving 60% of energy needed from on -site solar or recovered energy, choose one: xsingle 240-volt heat pump water heater AND compact hot water distribution AND Drain water heat recovery (low- rise residential only) □ Single 240-volt heat pump water heater AND PV system .3 kWdc larger than required. □ Heat pump water heater meeting NEEA Advanced Water Heating Specification Tier 3 or higher. □ Solar water heating system with electric backup that is either .60 solar savings fraction of 40 s.f. solar collectors. □ Gas or propane system with a solar water heating system and recirculation system □ Exception: □ For systems serving multiple dwelling units and achieving 60% of energy needed from on-site solar or recovered energy, install a central water-heating system with all of the following: □ Recirculation system □ Solar water heating system that is either: □ .20 solar savings fraction □ .15 solar savings fraction, plus drain water heat recovery □ Exception: B. 0 Nonresidential new construction Please refer to Carlsbad Ordinance CS-437 when completing this section. □ Water heating system derives at least 40% of its energy from one of the following (attach documentation): □ Solar-thermal □ Photovoltaics □ Water heating system is (choose one): □ Heat pump water heater □ Electric resistance water heater(s) □ Solar water heating system with .40 solar savings fraction □ Exception: P-30 Page 6 of 8 □ Recovered energy Revised 06/22 City of Carlsbad Climate Action Plan Consistency Checklist A. }5J Residential -New construction and major alterations* Please refer to Carlsbad Ordinance CS-437 when completing this section. □ One and two-family residential dwelling alterations with no electrical panel upgrade (No EV space required) □ ADU (no EV space required when no additional parking facilities are added) □ One and two-family residential dwelling or townhouse with attached garage: One EVSE ready parking space required □ Exception : □ Multi-family residential· □ Exception • Total Parking Spaces EVSE Spaces Proposed for New Capable Ready Installed Total Construction (10% of proposed) (25% of proposed) (5% of proposed) Total Proposed or Altered Capable --- Spaces (Major (10% of proposed) Alterations)** calculations: Total EVSE spaces= .10 x Total parking (rounded up to nearest whole number) EVSE Installed= Total EVSE Spaces x .SO (rounded up to nearest whole number) EVSE other= Total EVSE spaces-EVSE Installed (EVSE other may be "Capable," "Ready" or "Installed.") ---Total *Major alterations are: (1) for one and two-family dwellings and townhouses with attached garages, alterations have a building permit valuation ~ $60,000 or include an electrical service panel upgrade; (2) for multifamily dwellings (three units or more without attached garages), alterations have a building permit valuation~ $200,000, interior finishes are removed and significant site work and upgrades to structural and mechanical, electrical, and/or plumbing systems are proposed. **When new parking facilities are added, or electrical systems or lighting to existing parking facilities are added or altered and the work requires a building permit, 10% of the total number of parking spaces or altered shall be EV Capable. This is NOT a CAP checklist requirement, but is included to coordinate CEC compliance early in the planning process B. 0 Nonresidential new construction (includes hotels/motels) □ Exception : Total Parking Spaces EVSE Spaces Proposed Capable Ready Installed Total Calculation: Refer to the table below: Total Number of Parking Spaces provided Number of required EV Spaces (Capable) Number of required EVSE Installed Spaces □ 0-9 1 1 □ 10-25 4 1 □ 26-50 8 2 □ 51-75 13 3 □ 76-100 17 5 □ 101-150 25 6 □ 151-200 35 9 □ 201 and over 20 percent of total 25 percent of EV Capable P-30 Page 7 of 8 Revised 06/22 City of Carlsbad Climate Action Plan Consistency Checklist A. List each proposed nonresidential use and gross floor area (GFA) allocated to each use. B. Employee ADT /1,000 square feet is selected from the City of Carlsbad Employee ADT Table. Use GFA Employee ADT /1,000 S.F. Total Employee ADT Total If total employee ADT is greater than or equal to 110 employee ADT, a TOM plan is required. *NOTE: Notwithstanding the 110 employee ADT threshold above, General Plan Mobility Element Policy 3-P.ll requires new development that adds vehicle traffic to vehicle LOS-exempt street facilities to implement TOM and transportation system management strategies. Please consult with City of Carlsbad Land Development Engineering (LOE) staff to determine whether this policy applies to your project. TOM plan required: Yes □ No □ LOE Staff Verification: D _____ (staffinitials) P-30 Page 8 of 8 Revised 06/22 Ccityof Carlsbad HAZARDOUS WAST,'§ ~ ..... __ Development Services AND SUBSTANCES·~t:CJ'.::W~J~;:D) Planning Division STATEMENT 1635 Faraday Avenue AUS 2 8 2023 (442J 339-2610 P-1 (C) ~.ll~~-_?F C/.1RLSBADww.carlsbadca.gov Consultation of Lists of Sites Related to Hazardous Wastes (Certification of Compliance with Government Code Section 65962.5) Pursuant to State of California Government Code Section 65962.5, I have consulted the Hazardous Waste and Substances Sites List compiled by the California Environmental Protection Agency and hereby certify that (check one): The development project and any alternatives proposed in this application are not contained on the lists compiled pursuant to Section 65962.5 of the State Government Code. □ The_ development project and any alternatives proposed in this application are contained on the lists compiled pursuant to Section 65962.5 of the State Government Code. ArPrlCANT Name: :z,'c.o tt l-ttc... ~J:2-\Jc::C. Address: 1$?0 C t+P--v":> ft-A,c..£._ ~P::<-5~~o ~-,-,2..ous Phone Number: ]too -7. l Z .,. lo 23 l PROPERTY OWNER Name: "'5cotf lU~t/ E) Address: c~ Cl TI?-vs l----A-:<iL GAP:LSWo~'D l!/2.'7~g Phone Number: tlC>-2...fL -bZ3[ AddressofSite: ~ 3D -C. l~:S :pL:A:,e. Local Agency (City and County):_~ ___ (1.._L-:~§15-~;\: ........ D~' _____________ _ Assessor's b,ook, page, and parcel number: ~ ,.. A UvA-f °'-b , 2 I c./ Specify list(s): {_LU ~ ou±:r. D ti:?. tf G? :s: D CDu ~+i-CA--CD\t I Regulatory Identification Number: __ I\...\ __ • -~-•------------------ Date of List: _AusvsT Dl J 2P 2::3 d,c~ 2T ApplicantSignature/Date ~ Property Owner Signature/Date • The Hazardous Waste and Substances Sites List (Cortese List) is used by the State, local agencies and developers to comply with the California Environmental Quality Act requirements in providing information about the location of hazardous materials release sites. P-1(C) Page 1 of2 Revised13/22 Per the California Environmental Protection Agency's website, "While Government Code Section 65962.5 [referred to as the Cortese List] makes reference to the preparation of a "list," many changes have occurred related to web-based information acce_ss since [the amended statute's effective date in] 1992 and this information is now largely available on the Internet sites of the' responsible organizations. Those requesting a copy of the Cortese "list" are now referred directly to the appropriate information resources contained on thE3 Internet web sites of the boards or departments that are referenced in the statute." Below is a list of agencies that maintain information regarding hazardous waste and substances sites. Department of Toxic Substances Control www.calepa.ca.gov/sitecleanup/CorteseList/default.htm www.calepa.ca.gov/database/calsites www.envirostor.dtsc.ca.gov/public EnviroStor Help Desk (916) 323-3400 State Water Resources Control Board http://geotracker.waterboards.ca.gov/ County of San Diego Department of Environmental Health Services www.co.san-diego.ca.us/deh Hazardous Materials Division www.sdcounty.ca.gov/deh/hazmat/hazmat permits.html Mailing Address: County qf San Diego Department of Environmental Health P.O. Box 129261 San Diego, CA 92112-9261 Call Duty Specialist for technical questions at (858) 505-6880, fax (858) 505-6868 (fax) Environmental Protection Agency National Priorities Sites ("Superfund" or "CERCLIS") www.epa.gov/superfund/sites/cursites (800) 424-9346 or (702) 284-8214 National Priorities List Sites in the United States www.epa.gov/superfund/sites/npl/npl.htm P-1(C) Page 2 of2 Revised 02/13 ~ {_ City of Carlsbad EIA INFORMATION FORM P-1(0)' §] APPLICATION INFORMATION Development Services AUS 2 8 W23 www.carlsbadca.gov This submittal form is to be completed as part of your application with the City of Carlsbad. Your project cannot be reviewed until Part A is completed. Part B is to be completed ONLY if further environmental review and documentation is required ((i.e., Environmental Impact Report, Mitigated Negative Declaration, or .Negative Declaration). State law requires that environmental review be conducted and information be made available before decisions are made and before actions are taken. Implementation of this law, called the California Environmental Quality Act, Public Resources Code §§ 21000 et seq. (CEQA), requires the city to perform • an environmental assessment of every project by way of a multi-step decision tree. First, the city must determine whether the proposed activity is subject to CEQA. Second, assuming CEQA applies, the city must decide whether the activity qualifies for one of the exemptions that excuse otherwise covered activities from CEQA review. Finally, assuming no applicable exemption, the city must undertake full review and prepare an environmental document. To successfully navigate through the three tiers, the Applicant/Property Owner/Agent must work with the city to document the environmental assessment. BY SIGNING BLEOW, I/We that this form must be completed as part of the application and will be utilized by the city to expedite the project application 6rocess. I/We hereby certify that the statements furnished in the attached information and any exhibits attached hereto present the data and information required for this initial evaluation to the best of my ability, and that the facts, statements, and information presented are true and correct to the best of my knowledge and belief. ' NAMEOFPROJECT:U~\Jf:.T rLt4f:i:6.J '¼20ttro>J ~ ~ov,/,N~,f_ BRIEFSUMMARYOFPROJECT: A-.Qt>/GA..-~~ ~Pi, DE..~O J ' LOCATION: _~5_1~_0_C_(_t__,~~<.f5 _ __,~-~~~~---------- CONTACT: □ Appli~Property Owner )(Agent Signature: 7 ~4 ~ ~ Name: ,SGC>-f;f w_c_Q6p...\t1.:?+ Date:_8.~V_z.:_~_fi_t....~J,~_ I NOTE: Except where circumstances dictate a different processing timeline pursuant to state Jaw, the city will formally begin the formal evaluation of the project after deeming the Land Use Review Application as complete and determining the project is subject to CEQA. Page 1 of 5 P-l(D) Form Rev 6/2023 PART A. Requested Environmental Clearance (All Projects) □ DON'T KNOW/ UN KOWN. It is unknown how CEQA applies to this project. CEQA AP~LICABILITV -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.: ~~l C) ~kL.. A9V} Jl ~ 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). D 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 §§ 15300- 15333. ADDITIONAL pOCUMENTATION 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 ofthe CEQA Guidelines;§ 15182; § 15183; Public Resources Code§ 21155.'1; etc.) ADDITIONAL DOCUMENTATION AND/OR CHECKLIST MUST BE ATTACHED. □ ENVIRONMENTAL DOCUMENTATION REQUIRED. Environmental review is required under CEQA because the project does not qualify for an exemption. 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, o_r 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 5 DRAFT P-l(D) Form Rev 6/2023 PART B. Property and Project Screening Information (If Applicable) This section is to be completed only if 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 in 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 environmentaf'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.Existinglanduses/structures: {3fbstD~~{A;l -' "S'f-C> b. Topography/ slope: 0 -'5 ~ 5 C-ot'd!.. M-0 ~'-..! ~~ li,_ c. Vegetation: S[?~c;..E:, -C>tl-,...j ~ ~c-J::b.(,_ d. Wildlife: ~ A.:._· e. Surface waters: __ ,..J __ ""------------------------- f. Cultural/ historical resources: ---------------------- g. Other: _____________________________ _ 2. Describe each item as it relates'to the SURROUNDING AREA: a. Existing land uses/ structures: f2,i:.."5 l O t'bk.l {, At( -5 f:D b. Topography/ slope: D • .5~ 5kDPtS:.. {:Ol2--O~tt.,j ½E, c. Vegetation: 5 fl'\-P:--:ce -~-A ""-tc~ k d. Wildlife: f\j ~ ' -t ~, e. Surface waters: ------'-,-...J, ________________________ _ f. Cultural/ historical resources:---~--'-~--'--------------- g. Other: _____________________________ _ Page 3 of 5 DRAFT P-I(D) Form 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. IN o ~ ~ ':( J 5ufro12. t, l/€:. c:J?..c?ff: 5 t 11::, re&t;12e.s . Al?:€---U(:;::.c.6.S5 A~ :X--k p~I/E:-LPf ftt.rs f Pu...J c..cJ: 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. tt~ ~~ UC:> ADVf::P.--.451e. efff~s ~t•-.fh-CJP~te.D P,;;~tP-l~<; Lt.,t.{±zq~~ ~5l)f"t5 -~-f&,_io~D c.ws1l"u...i,.'3 ~I ~ 1 &,,c;k.& Ocl{'ii,S Wt LL-41.,(~ '--'5te0, Are the following items applicable to the project or its effects? Discuss all items checked "yes" (attach additional sheets as necessary). 5. Chang~ 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. ~ubstantial 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 ~ ¢ j(.[ ~ $ N ~ .m ~ M g] M Page 4 of 5 DRAFT P-l(D) Form Rev 6/2023 \ I .; i Yes No 16. Site with tree groves, rock outcroppings, or similar resources. □ :Kr 17. Site with sensitive plant or animal habitats, defined by the California Endangered □ ftI 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 □ ft[ prehistoric periods. 19. Site has buildings or structures, including houses, garages, barns, commercial □ )1 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 environm_ental studies (i.e., biological, cultural resource, traffic, noise) that are necessary to substantiate a "no 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· 1wit~!n !h~ shorter p_e~mit time li_r.ni_t._ _ _ _ __ _ _ ___ This form must be stapled/attached to the application and shall be effective until replaced or revoked in writing. Page 5 of 5 DRAFT P-l(D) Fonn Rev 6/2023 ·;;,_ i4 • . ...., (·cicyof Carlsbad Development Services Planning Division 1635 Faraday Avenue 1-\U '.J (J C, ~iJLJ Cil-~),f \J~ t;i~:~Flt~,SL:/\L~ f=>,!_/~J\Jf\~::f,~1:~ ·~r:,~,·~~::r:-·_ .' ~ (442) 339-2610 www.carlsbadca.gov [g]-ACKNOLWE'DGEMENT INFORMATION - Time limits on the processing of disc etionary projects established by State law do not start until a project application is determined to be complete by the city. The city has thirty calendar days from the date of application submittal to determine hether an application is complete or incomplete. The State law, called the Permit Streamlining Act (Califo nia Government Code §§ 65920 et seq.), applies to "development projects," which include subdivision aps and most discretionary development permit applications. It does not apply to ministerial actions (sue as building permits, lot line adjustments, etc.) and does not apply to legislative actions (such as zoning district or map changes). ' Permit application intake and project eview must not begin unless a "duly filed" application package has been submitted and all required element are accepted by the Planning Division. For the Planning Division to consider a project application duly fil d, the application must be accompanied by all forms, documents and other relevant requirements specifie in the Minimum Intake Submittal Requirements Checklist. If Planning staff finds that the checklist submitta requirements have been provided, the application must be considered duly filed and accepted for intake. T e application is assigned a case number, the customer informed that application has been accepted for pr cessing as ofthe date of intake, and the application routed to Planning Division management for assignment Under the Permit Streamlining Act, within thirty days of submittal of a duly filed development permit app ication, you will receive a letter stating whether the Land Use Review Application is complete or incomple e. The case planner must deem an application "complete" pursuant to Government Code § 65943 if the pplicant provides all the required information in the Completeness Determination Requirement Checklis . If it is determined "incomplete," the case planner will transmit a letter to the applicant and will state what s needed to make this application complete. When the application is determined "complete,",the processi g period will start upon the date of the completion letter. The California Environmental Qualit Act (CEQA) works together with the Permit Streamlining Act by commencing its environmental revie after project application is complete. Development project applications that are not exempt from CEQA and re subject to environmental review are also subject to environmental review processing time limits pursua t to CEQA Guidelines. The State guidelines establish time limits for the three main components of environm 1 ental review: 1) the Initial Study; 2) Negative Declaration completion; and 3) Environmental Impact Report completion. These processes and time limits are separate from·the time limit and processes of Planning Dep rtment review of development project permit applications although the projects go through both process sunless they are categorically exempt. After CEQA review, the Permit Streamlining Act controls again throu h project decision. If you have any questions regardin application submittal requirements (i.e., clarification regarding a specific requirement or whether all equirements are necessary for your particular application) please call please call (442) 339-2600 or email annin carlsbadca. ov. Page 1 of 2 P-1(A) Form Rev 6/2023 A few statutes or ordinances require a encies to make decisions on permits within time limits that are so sho~ that review of the project under CEQ woul.d be difficult. To enable ~he _city to com~ly with bot~ the Perr:n1t Streamlining Act statute and CEQA,.the ase planner must deem an application for a proJect not received for fil~ng under the statute or ordinance until sue time as progress toward completing the environmental documentation ·required by CE_QA is sufficient to enable_ the _city to fii:1ish t_hE! CEQA process .within the short permit time limit. '- BV c;1GNING nu~ow, I/We unclers anel that this form must be completed as part of the application and documents that I/we have been inf rmed of process requirements and timelines including: 1) time limits on determining application completen ss; 2) notifying applicants in writing if their applications are complete; 3) time limits for environmental revie ; and, 4) disclosure to applicants about these time limits and certain aspects of the application review pr cess. Each city review letter will inclu e a project processing schedule and estimated decision date that incorporates the time limits for pr cessing projects. I/We also understand that if there are any concerns about the progression on the deve opment application (e.g., the notice, review, or decision schedule) the Applicant, Property Owner, or Ag nt should immediately contact the case planner to discuss project processing, upcoming milestones, nd/or timeline concerns. Time periods may be extended by mutual consent, within limits. NAME OF PROJECT: CONTACT: This form must be stapled/attached· the application and shall be effective until replaced or revoked in writing. NOTE: Not all discretionary projects a subject to the 30-day review period. And there might be circumstances that dictate a different processing tim line pursuant to state law. Page 2 of 2 P-1(A) Form Rev 6/2023 .. (cicyof Carlsbad F!NANCIALL Y Development Services RESPONSIBLE PARTY = Planning Division STATEMENT p .. 1 (J) r~\'.S,CF::.b'V·:t:.LJ 1635 Faraday Avenue ~ (442-339-2600 ·AUS 2 8 2023 www.carlsbadca.gov \......,\ ~ 1 ~__.I. '--'J .... ,.. ___ _ ~-., i\\\l\\\\:•~\r-:, ~jr1..,1is:s:,1 § APPLICATl,QN INFORMATION This submittal form is to be completed as part of your application with the City of Carlsbad. Your project cannot be reviewed until Part A is completed. Part B is to be completed only when there is a change in assignment and there is a new Financially Responsible Party. PART A. Assignment It is the policy of the City of Carlsbad to recover the actual cost of processing Land Use Review Applications, including all time spent by city staff to review, refer, and coordinate land development applications. The fee amounts are set by ordinance or resolution to cover the estimated costs of processing the application package. Actual costs may vary substantially due to project location, environmental issues, planning constraints, appeals or code/ordinance compliance. The Property Owner, Applicant, or Agent is required to submit proof of payment for the required intake fee amount for each application permit type. The amount due and to be received by the city must be based on the Master Fee Schedule in effect at the time of payment, regardless of the original estimate or costs paid to process prior projects. The person named as Financially Responsible Party in this document is person or persons responsible for depositing, transferring, or has previously sent funds to process the following application. PROJECT NAME:~ ~ b.lW,n!]N/~ ~i!.°3~ . "-I BRIEFPROJECTSUMMARV: ($~ ~~-~E:, ~\I~ • · PROJECi LOCATION: o30c l,~ P-A,c::£... ~~D .CJ4. .... Said fees or deposits and any subsequent fees or deposits are made on behalf of the person, corporation or partnership named below as the "Financially Responsible Party." With reference to said application and fees or deposits, the Financially Responsible Party hereby acknowledges and agrees as follows: 1. Said initial payment, deposit, and any subsequent payments or deposits shall be held by the city in an account under the name of the project and/or Financially Responsible Party, and the funds remaining in said account at the completion of wo.rk or withdrawal of the application shall be refunded to the Financially Responsible Party at the address below. In the case that the Financially Responsible Party transfers ownership of the subject property and wishes to transfer responsibility of the Deposit Account to the new owner, a Change of Financial Responsibility Form must be completed to authorize transfer of ownership of funds in said account (Section 3 of this document). The Financially Responsible Party may contact the assigned planner to request a new form. Page 1 of 3 P-1 (J) Form Rev 7/2023 'I 2. All costs incurred by the city in processing said application, including overhead, whether within or over the is the Financially Responsible Party's personal obligation and shall not be affected by sale or transfer of the property subject to the application, changes in Financially Responsible Party's business organization, or any other reason. "Costs incurred by the city" as identified in this paragraph may include costs for the services of an. outside contractor for third party review, including environmental evaluation. Where the City Planner determines it is necessary to engage the services of an outside contractor to assist with application processing, costs for such services are to be paid by the Financially Responsible Party in the same manner identified above. 3. If the· Financially Responsible Party withdraws an application, the City Planner will cease processing of the application within one day and will proceed with the case closure process. The Financially Responsible Party is responsible for all case closure costs. Case closure costs will be minimized to the maximum extent practicable. The Financially Responsible Party is a (check one): □ Applican0roperty Owner □ Agent □ Other: _____________ _ Financially Responsible Party's Legal Name: ~~¾Ai a lA<~ G::ri@..Vtt£.T. Address: C),pt:2 ~,:fp.v,, 1L-- State: c.A. Zip Code: '-JZC:'(2~ . Phone: ______________ Cell Phone: ___________ _ Email: ~~id-(2~,J~~ ~ · By signing below, I/We have read this form and agree to all terms and limitations provided for application intake and processing. I understand and agree that as the Financially Responsible Party, I/We are responsible for payment of all fees associated with this project including all hourly or other fees which might accrue during the review and/or post-issuance whether the permit issued or whether the application is canceled or denied before the permit is issued. ,;X. Financially Responsible Party Signature: ___________ Date,~ Print Name: ZS e.o::({: . iA..(,c..~ver. The information about the Financially Responsible Party provided above must be 100% accurate. If there is a refund, the check will be mailed to the name and address stated below. If the information stated on this form is inconsistent with our system, the Financially Responsible Party must clarify and correct before the application can be deemed complete. Also, a Letter of Authorization (LOA) is required if the Financially Responsible Party is a "company", stating that the Agent has the authority to complete and sign this form. Page 2 of 3 P-1(J) Form Rev 7/2023 ,, .PART B. Change in Assignment (New Responsible Party) This portion of the submittal form is to be completed when the Financially Responsible P rson changes during the course of processing the application with the City of Carlsbad. Transferring from (to be completed by current Financially Responsible Party}: I, _________________ __, all rights and financial responsibilities for the following application: PROJECT NAME: -------------------,------------ BRIEF PROJECT SUMMARY: ------------+------------- PROJECT LOCATION: ------------+--------------- PLANNING CASE NOS.:----------+--------------- Current Financially Responsible Party Signatur Print Name:----------+----------Date: _______ _ Acceptance of Transfer (to be completed by t e new financial Responsible Party): I,------------~ he eby accept financial responsibility for the above-mentioned project from ___________ (FRP, Part A.), effective date _____ _ New Financially Responsib Address: -----i'-------------------------- City: ------,'----------State: ___ Zip Code: ______ _ Phone: ---+-__________ Cell Phone: ____________ _ Email:_-+------------------------------ ancially Responsible Party Signature:-----------,------- d/attached with receipt to the application and shall be effective until replaced or revoked in Page 3 of 3 P-1(J) Form Rev 7/2023 C cityof Carlsbad STORM WATER STANDARDS QUESTIONNAIRE Development Services Land Development Engineering 1635 Faraday Avenue 442-339-2750 'AUS Z S Z323 www.carlsbadca .gov E-34 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 desig n 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 INFORMATION PROJECT NAME: McGervey Addition/ADU/Garage APN: ADDRESS: 830 Citrus Place. Carlsbad Ca. 92008 206 040 31 00 The project is (check one): l8l New Development D Redevelopment The total proposed disturbed area is: 2,103 ft2 ( 0.048 ) acres The total proposed newly created and/or replaced impervious area is : 2,103 ft2 ( 0 · 048 ) 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: Project ID: City Concurrence: □ □ By: E-34 Page 1 of 4 REV04/23 STEP1 TO BE COMPLETED 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. STEP2 TO BE COMPLETED FOR ALL DEVELOPMENT 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~ustification 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 r 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 □ lg] 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 □ lg] 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 □ lg] 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 □ lg] surface collectively over the entire project site and supports a hillside development project? A hillside development project includes development on any natural slope that is twenty-five percent or greater. 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 □ lg] 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 □ lg] 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 □ lg] 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 □ lg] 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 retai l gasoline outlet (RGO)? This category includes □ lg] 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 □ lg] 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 impervious surface or (2) increases impervious surface on the property by more than 10%? (C MC □ lg] 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 PROJ ECT'. Go to step 5, complete the trash capture question. * Environmentally Sens1t1ve Areas include but are not limited to all Clean Water Act Section 303(d) impaired water bodies; areas designated as Areas of Special Biological Significance by the State Water Resources Control Board (Water Quality Control Plan for the San Diego Basin (1994) and 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 of 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 TO BE COMPLETED FOR REDEVELOPMENT PROJECTS THAT ARE PRIORITY DEVELOPMENT PROJECTS (PDP) ONLY 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) = sq . ft. □ □ Total proposed newly created or replaced impervious area (B) = sq. ft. Percent impervious area created or replaced (B/A)*100 = % 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. STEPS TO BE COMPLETED FOR ALL DEVELOPMENT PROJECTS 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 □ l8l Commercial), L (Local Shopping Center), R (Regional Commercial), V-B (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 vou answered "no", Go to step 6, check the second or third box as determined in step 3. STEP6 CHECK THE APPROPRIATE BOX(ES) AND COMPLETE APPLICANT INFORMATION D 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). l8] 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-3 5A. D My project is a PDP and must comply with PDP 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 'd evelopment project' and is not subject to the requirements of the BMP Manual. Applicant Information and Signature Box Applicant Name: Scott McGervey Applicant Title: Owner Applicant Signature: Date: E-34 Page 4 of 4 REV 04/23 C cityof Carlsbad STANDARD PROJECT REQUIREMENT Development Services Land Development Engineering CHECKLIST E-36 Project Information r- Project Name: McGervey Kitchen addition/Detached ADU and Garage· Project ID: DWG No. or Building Permit No.: \ Baseline BMPs for Existing and Proposed Site Features J 1635 Faraday Avenue 442-339-2750 www.carlsbadca.gov Complete the Table 1 -Site Design Requirement to document existing and proposed site features and the BMPs to be implemented for them. All BMPs must be implemented where applicable and feasible. Applicability is generally assumed if a feature exists or is proposed. BMPs must be implemented for site design 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 1 -Site Design Requirement A. Existing Natural Site Features (see Fact Sheet BL-1) 1. Check the boxes below for each existing feature on 1. Select the BMPs to be implemented for each identified feature. Explain the site. why any BMP not selected is infeasible in the area below. SD-G SD-H Conserve natural Provide buffers around waterbodies features D Natural waterbodies □ u □ Natural storage reservoirs & drainage corridors □ -- D Natural areas, soi ls, & vegetation (incl. trees) u -- B. BMPs for Common Impervious Outdoor Site Features (see Fact Sheet BL-2) 1. Check the boxes below for each 2. Select the BMPs to be implemented for each proposed feature. If neither BMP SD-B nor proposed feature. SD-I is selected for a feature, explain why both BMPs are infeasible in the area below. SD-8 SD-I Minimize size of Direct runoff to pervious Construct surfaces from impervious areas areas permeable materials D Streets and roads □ u [!l Check this box to confirm Iii Sidewalks & walkways [!l □ that all impervious areas on the site will be minimized D Parking areas & lots □ □ where feasible. Iii Driveways □ [!l If this box is not checked, D Patios, decks, & courtyards □ □ identify the surfaces that cannot be minimized in area D Hardcourt recreation areas □ □ below, and explain why it is E-36 Page 1 of 4 Revised 04/23 D Other: ______ _ □ □ infeasible to do so. C. ~ BMPs for Rooftop Areas: Check this box if rooftop areas are proposed and select at least one BMP (see Fact below. Sheet BL-3) If no BMPs are selected, explain why they are infeasible in the area below. ~ 50-8 Direct runoff to pervious areas Gutters and Downspouts D 50-C Install green roofs D 50-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): Existing landscape permiable areas shall remain and increased where possible.No new landscape plans proposed. The existing landscape areas shall be made sustainable as much as possible. Baseline BMPs 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 work areas below □ Check here if none are proposed ~ Trash & Refuse Storage ~ Materials & Equipment Storage E-36 2. Which BMPs will be used to prevent materials from contacting rainfall or runoff? (See Fact Sheet BL-5) Select all feasible BMPs for each work area SC-A SC-8 SC-C Overhead Separation Wind covering flows from protection adjacent areas [!] □ [!] [!] □ [!] Page 2 of 4 3. Where will runoff from the work area be routed? (See Fact Sheet BL-6) Select one or more option for each work area SC-D SC-E Other San itary sewer □ LJ Containment system [!] Revised 04/23 □ □ Iii Loadinq & Unloading [!] □ [!] □ [!] □ □ Fueling □ □ □ □ □ □ □ Maintenance & Repair □ □ □ □ □ □ □ Vehicle & Equipment CleaninQ □ □ □ □ □ □ □ Other: □ □ □ □ □ □ B. Management of Storm Water Discharges (see Fact Sheet BL-7) Select one ootion for each feature below: • Storm drain inlets and catch basins ... □ are not proposed Iii will be labeled with stenciling or signage to discouraqe dumpinq (SC-F) • Interior work surfaces, floor drains & Iii are not proposed Iii will not discharge directly or indirectly to the MS4 sumps ... or receiving waters • Drain lines (e.g. air conditioning, boiler, □ are not proposed Iii will not discharge directly or indirectly to the MS4 etc.) ... or receiving waters • Fire sprinkler test water ... Iii are not proposed □ will not discharge directly or indirectly to the MS4 or receivina 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 Fonn 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 rel ieve me as the person in charge of overseeing the selection and design of storm water BMPs for this project, of my responsibilities for oroiect desion. Preparer Signature: I Date: 8/18/23 Print oreoarer name: John Beery E-36 Page 4 of 4 Revised 04/23 (cicyof Carlsbad MINOR COASTAL DEVELOPMENT PERMIT/ SINGLE FAMILY RESIDENCE APPLICATION Development Services Planning Division 1635 Faraday Avenue (442) 339-2610 www.carlsbadca.gov P-6 A proposed project requiring application submittal must be submitted by appointment*. Please call 442-339-2600 to make an appointment. *SAME DAY APPOINTMENTS ARE NOT AVAILABLE All joint application exhibits, i.e. Tentative Map and Planned Development Site Plan should be prepared at the same scale. (Use a scale no smaller than 1" = 40'.) I. GENERAL BACKGROUND A. Estimated Cost of Development: Development costing $60,000 or more does not qualify as a Minor Coastal Development Permit. The City Planner shall make the final determination regarding a project's cost of development. The primary basis for determining cost of development will be the application of dollar costs per square foot for different types of residential construction. These costs are set by the International Conference of Building Officials (ICBO) and are applied throughout San Diego County. Please complete the following information to assist in the determination of this project's cost of development (Contractor proposals may also be submitted for consideration by the City Planner). Please refer to th~ current fee schedule for the appropriate $/square foot fee rate. ⇒ ⇒ ⇒ ⇒ ⇒ Ne:~dential Square Footage: l,.':; (dJ:P square feet x $ /7'5---/sq. ft.= $ __ l l_Z_1+-4 __ 1,_-__ _ Residential Addition Square Footage: ~ ~ 2;:::t::::?: square feet x $ t.Le> /sq. ft. = $ __ { b=+-1 ..... &=o=--...;-Z=----- Any Garage Square Footage: _ ~~ rd:_,. -i1> e:,. square feet x $ '-f"::> ~/sq. ft. = $_-.,.,..,Z ..... 1_4~Lf-~1 __ _ Residential Conversion Square Footage: D -square feet x $ cJ /sq. ft. = $ _____ e:> ____ _ Please contact the City of Carlsbad Building Division for current fee rate for Non- Residential uses (i.e. Retail/Store; Restaurants; Office; and Manufacturing/Warehouse uses.) ______ square feet x $ __ /sq. ft.=$ ~-~ l ~ COST OF DEVELOPMENT ESTIMATE: $ ( b I ~ Ce {p. B. Do you wish to apply for: CJlY OF CA~lSB:'\D NOV 2 12023 1. A Minor Coastal Development Permit (Under $60,000 cost estimate)JBI 2. A Coastal Development Permit ($60,000 or more cost estimate) D C. Street address of proposed development PLANNING DIVISIU;,J ~~~D c:3 3 o c.. C:::f Pvs pvA.C->tz. P-6 Page 1 of7 Revised 3/22 D. Assessor's Parcel Number of proposed development z.or, -c;;dt;, ~ =i l -o ~ E. Development Description: Briefly describe project:fl=.Uct>'-1€:... txisft~ c;:; bb¥if:. (q7[Y;2f.) A,-JQ {;,v,<....D t-.1eLcJ oe~ 7D25 5.r.~CAb~t;~~ ·w,::fH ld?p'S~ AJ:)~0?2$ l_f;il!:~:, A4• kiN 11'-""'- A.. ~p.0 L£...r ~ ~ D Di ,c::>r-1 o S.. F. Describe the present land uses (i.e. vacant land, single family homes, apartments, offices, etc.) that surround the proposed development to the: North: Cou.-t.~~• ~ Sotith: fc-$• ~ ; East: L t\.l~_ ~ _ West: Ct~ PLA'-:PF . G. Is project located within a 100-year flood plain? D Yes J8l"No II. PRESENT USE OF PROPERTY A. Are there existing structures on the property? ](I' Yes D No , If yes, please despribe'. L_ _ • _. A"'1 P:½t $::0 t\..\G Pf::4'.St Of:::1-4c./:: A~ o ~ Otc V:¥::-ttcD O,~(Y\4fe..--. B. Will any existing structure be removed/demolished? Izr Yes O No If yes to either question, describe the extent of the demolition or removal, including the relocation s· e, if applicable (also show on plans). \ I ll..i -""--"__,.__,,.___""--l-L) l u___ ... .. A,c-l) Ill. LOT COVERAGE P-6 A. Existing and Proposed Building Coverage Landscaped Area Hardscape Area Existing (~ sq.ft. (~' sq.ft. ~ sq.ft. Unimproved Area (Left Natural) ?, f9:l1: sq. ft. Page 2 of7 Proposed Total z!>C,Z sq. ft. =Z&,jz sq. ft. -O ... sq. ft.= ( ~q. ft. l/~11 sq. ft.= 2 1 /C)~ sq. ft. /475 sq. ft.~ '1475 sq. ft. 7/2~7 % 2¥ % §f.b % 21,1 % Revised 3/22 P-6 B. Parking: Number of existing spaces _· -~--· ~o=· '------- Number of new spaces proposed~ Existing/Proposed TOTAL: ~ Number of total spaces required ::n:f:P-e.e;._ Number of covered spaces tz~ . Number of uncovered spaces --+-__ c::::>_· ___ _ Number of standard spaces :ftb~ Number of compact spaces Is tandem parking existing? Is tandem parking proposed? c:::> OYes#_~No D Yes #_____j81No C. Grade Alteration: Is any grading proposed? D Yes Kf No If yes, please complete the following: 1. Amount of cut __________________ cu. yds. 2. Amount of fill cu. yds. 3. Maximum height of fill slope feet Maximum height of cut slope _____________ feet 4. 5. Amount of import or export cu. yds. 6. Location of borrow or disposal site _______________ _ Page 3 of? Revised 3/22 The following materials shall be submitted for each single family residence/minor coastal development permit application. 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 call (760) 602-4610. I. REQUIRED PLANS (All required plans shall be collated into complete sets, stapled together, then folded to 9" x 12" with lower right-hand corner of plan visible.) P-6 A. SITE PLAN -Four (4) copies for a Minor Coastal Development Permit, four (4) copies for a Single Family Coastal Development Permit on 24" x 36" sheet(s). Five (5) copies if landscape review is required. Each site plan shall contain the following information: 1. GENERAL INFORMATION ~a. Name, address, and phone number of registered civil engineer, licensed surveyor, landscape architect or land planner who prepared the maps/plans. • .li(lb. Location, size and use of all easements. Ee. Dimensions and locations of: access, both pedestrian and vehicular, showing service areas and points on ingress and egress, off-street' parking and loading areas showing location, number and typical dimension of spaces, and wheel stops . .,3d. Distance between buildings and/or structures. Ee. Building setbacks (front, rear and sides). ~f. Location, height and materials of walls and fences. [Jg. Dimensions/location of ground-mounted signs. ~h. Indicate location and layout of Photovoltaic (PV) systems as required per Ordinance No. CS-347. Show locations for roof mounted and ground mounted systems and include power (KWdc) of each separate PV system. ~i. Indicate location and layout of Electric Vehicle parking spaces/charging stations. Callout EV Charging Stations, EV Ready, EV Capable as required per CMC Title 18.21.120-150. IX(j. Indicate method (PV-heat pump, solar) that satisfies hot water heating requirements per Ordinance No. CS-347. Ok. A summary table of the following (if applicable to the application): (1) Street address and assessor's parcel number. (2) Site acreage. 3) Existing Land Use Designation and Zoning. 4) Proposed land use. (5) Total building coverage (in square feet and as a percent). (6) Percent of site to be landscaped. E°(?) Number of parking spaces required/provided. 0(8) Square Footage of open or recreational space (if applicable). 0(9) Cubic footage of storage space (if applicable). ~(10) Climate Action Plan (CAP) Compliance (results from Section I1.D below) (a) Consistent with existing General Plan Land Use and Zoning -yes/no i. GHG Study required? ~o (b) Energy Efficiency requirement -yes/no (c) Photovoltaic requirement ~o i. X KW-de roof mounted ii. ___ KW-de ground mounted iii. ___ KW-de total project • (d) Electric Vehicle Charging requiremen~no i. ____ # EV Chargers ii. X: # EV Ready iii. "' # EV Capable (e) Hot Water Heating requirement@,o (f) Traffic Demand Management Required yes/{i[:) Page 4 of7 Revised 3/22 01. All applicable Fire Suppression Zones as required by the City's Landscape Manual. B. GRADING AND DRAINAGE PLANS: Grading and drainage plans must be included with this application. In certain areas, an engineering geology report must also be included. Please consult the Pla,nning Division and Land Development Engineering Division representatives for a determination on any grading plan geotechnical requirements if the project is in an overlay zone. The following information shall be submitted at a minimum: 01. Approximate contours at 1' intervals for slopes less than 5%; 2' intervals for slopes between 5% and 10%; and 5' intervals for slopes over 10% (both existing and proposed). Existing and proposed topographic contours within a 100-foot perimeter of the boundaries of the site. Extend contours sufficiently out from the site to adequately show the adjacent floodplain (if applicable). 02. Earthwork volumes: cut, fill, import and export. 03. Spot elevations at the corners of each pad. 04. Method of draining each lot. Include a typical cross section taken parallel to the frontage for lots with less than standard frontage. 05. Location, width and/or size of all watercourses and drainage facilities within and adjacent to the proposed subdivision; show location and approximate size of any proposed detention/retention basins. 06. Clearly show and label the 100 year flood line for the before and after conditions for any project which is within or adjacent to a FEMA flood plain. C. BUILDING ELEVATIONS AND FLOOR PLANS. -Four (4) copies for a Minor Coastal Development Permit and four (4) copies a Single Family Coastal Development Permit prepared on 24" x 36" sheet(s). Each building elevation and floor plan shall include the following information: 01 . Location and size of storage areas. 12. All buildings, structures, wall and/or fences, signs and exterior lights. 3. Existing and proposed construction. 4. Provide documentation demonstrating compliance with City Council Policy 44 - Neighborhood Architectural Design Guidelines (if applicable). J&f 5. Building Heights of all structures (top of roof and top of roof projections) D. CONCEPTUAL LANDSCAPE PLANS -Five (5) copies of the site plan shall be submitted if applicable. To determine if a landscape plan is required, consult Chapter 1 -Applicability in the Landscape Manual. COLORED SITE PLAN AND ELEVATION.PLAN-Not required with first submittal. It is the Applicant's responsibili_ty to bring one (1) copy of a colored site plan and one (1) set of colored elevations to the Planning Division by 12:00 noon, eight (8) days prior to the Planning Commission meeting. Do not mount exhibits. 11. REQUIRED DOCUMENTS AND SUBMITTAL ITEMS P-6 A completed Land Use Review Application Form. Completed Coastal Development Permit Application. Environmental Impact Assessment Part 1 with Coastal Development Permits. Check with Planning staff regarding Minor Coastal Development Permits and Single Family Coastal Development Permits for any environmental review requirements. Climate Action Plan (CAP) Checklist -See form P-30 -Complete form to demonstrate project compliance with the CAP. Applicable measures identified in checklist must be incorporated into project design features and data incorporated into the Summary Table. 1. If project meets employee ADT thresholds per checklist, include 2 (two) copies of a Transportation Demand Management (TOM) Plan with submittal. Refer to http://carlsbadca.gov/services/building/tdm.asp for information, guidelines and templates. Page 5 of7 Revised 3/22 □J. Disclosure Statement. Two (2) copies of the Preliminary Title Report (current within the last six (6) months). Completed "Project Description/Explanation" sheet. Two copies of a completed and signed "Storm Water Standards Questionnaire" (form E-34 ). This form can be found on the City's website. (Distribute copy to Land Development Engineering). If, when completing the Storm Water Standards Questionnaire, the project is subject to "Standard Project," requirements, submit a completed and signed "Standard Project Requirement Checklist" (form E-36) in accordance with the City BMP Design Manual per the City of Carlsbad Engineering Standards, latest version. If, when completing the Storm Water Standards Questionnaire, the project is defined as a "Priority Development Project," submit a preliminary Storm Water Quality Management Plan (SWQMP) prepared in accordance with the City BMP Design Manual per the City of Carlsbad Engineering Standards, latest version. Refer to the city's SWQMP template (form E-35). Property Owner's List and Addressed Labels: Minor Coastal Development Permit -required with application submittal 1. A typewritten list of the names and addresses of all property owners within a 100' radius of the subject property (including the applicant and/or owner), all occupants within a 100' radius of the subject property, and any applicable Homeowners/Property Owners Association (HOA/POA). The list shall include the San Diego County Assessor's parcel nur;nber from the latest assessment rolls. 2. Two (2) separate sets of mailing labels of the property owners within a 100' radius of the subject property, all occupants within a 100' radius and the·applicable HOA/POA. The list must be typed in all CAPITAL LETTERS, left justified, void of punctuation. For any address other than single- family residence, an apartment, suite or building number must be included on a separate line -DO NOT include it on the street address line. DO NOT TYPE ASSESSOR'S PARCEL NUMBER ON LABELS. DO NOT provide addressed envelopes -PROVIDE LABELS ONLY. Sample labels are as follows: UNACCEPTABLE Occupant 123 Magnolia Ave., Apt. #3 Carlsbad, CA 92008 UNACCEPTABLE Mrs. Jane Smith 123 Magnolia Ave., Apt. #3 Carlsbad, CA 92008 UNACCEPTABLE Occupant 123 Magnolia Ave. Apt#3 Carlsbad, CA 92008 UNACCEPTABLE Mrs. Jane Smith 123 Magnolia Ave. Apt. #3 Carlsbad, CA 92008 ACCEPTABLE OCCUPANT APT3 123 MAGNOLIA AVE CARLSBAD CA 92008 ACCEPTABLE MRS. JANE SMITH APT3 123 MAGNOLIA AVE CARLSBAD CA 92008 3. 100' Radius Map: A map to scale not less than 1"=200' showing each lot within 100' of exterior boundaries of the subject property. Each of these lots shall be consecutively numbered and correspond with the property owners list. The scale of the map may be reduced to a scale. acceptable to the City Planner if the required scale is impractical. P-6 Page 6 of7 Revised 3/22 Coastal Development Permit -Single-Family Residence/Appealable Area -When the application is tentatively scheduled to be heard by the decision-making body, the project planner will contact the applicant and advise him to submit the radius map, two sets of the property owners list and labels. The applicant shall be required to sign a statement certifying that the information provided represents the latest equalized assessment rolls from the San Diego County Assessor's Office. The project will not go forward until this information is received. 1. A typewritten list of the names and addresses of all property owners within a 600' radius of the subject property (including the applicant and/or owner), all occupants within a 100' radius of the subject property, and the applicable Homeowners Association (HOA). The list shall include the San Diego County Assessor's parcel number from the latest assessment rolls. 2. Two (2) separate sets of mailing labels of the property owners within a 600' radius of the subject property, all occupants within a 100' radius and the applicable HOA. The list must be typed in all CAPITAL LETTERS, left justified, void of punctuation. For any address other than single-family residence, an apartment, suite or building number must be included on a separate line. DO NOT include it on the street address line. DO NOT TYPE ASSESSOR'S PARCEL NUMBER ON LABELS. DO NOT provide addressed envelopes -PROVIDE LABELS ONLY. Acceptable fonts are: ' Arial 10, Enterprise TM or Courier NEW (TT) no larger than 11 pt. Sample labels are as follows: UNACCEPTABL!= Occupant 123 Magnolia Ave., Apt. #3 Carlsbad, CA 92008 UNACCEPTABLE Mrs. Jane Smith 123 Magnolia Ave., Apt. #3 Carlsbad, CA 92008 UNACCEPTABLE Occupant 123 Magnolia Ave. Apt. #3 Carlsbad, CA 92008 UNACCEPTABLE Mrs. Jane Smith 123 Magnolia Ave. Apt. #3 Carlsbad, CA 92008 ACCEPTABLE OCCUPANT APT3 123 MAGNOLIA AVE CARLSBAD CA 92008 ACCEPTABLE MRS. JANE SMITH APT3 123 MAGNOLIA AVE CARLSBAD CA 92008 3. 600' Radius Map: A map to scale not less than 1 "=200' showing each lot within 600' of ~xterior boundaries of the subject property. Each of these lots shall be consecutively numbered and correspond with the property owners list. The scale of the map may be reduced to a scale acceptable to the City Planner if the required scale is impractical. P-6 Page 7 of 7 Revised 3/22 Ccicyof Carlsbad Certificate of Accuracy P-37 Development Services Planning Division 1635 Faraday Avenue (442) 339-2610 www.carlsbadca.gov P-37 AUS 2 S 2323 CITY OF CARLSBAD -PLANNING DIVISION CERTIFICATE OF ACCURACY I certify all documents and plans clearly and accurately show all existing and all proposed buildings, structures, access roads, and.utilities/utility easements. All proposed land use activities, improvements to land, and/or building modifications or additions are clearly labeled on the site plan of the approved plan set. I understand that any potentially existing detail within these plans inconsistent with the site plan are not approved and may be • required to be altered or removed. The submitted documents and plans show the correct dimensions of the property, the buildings, and structures and their setbacks from property lines and from one another, access roads/easements, and utilities. The existing and proposed use of land and of each building as stated 'is true and correct. Further, all improvements existing on the property were completed in accordance with all regulations in existence at the time of their construction, unless otherwise notea. All easements and other encumbrances to development have been accurately shown and labeled as well as all on-site g ing/site preparation. Page 1 of 1 Rev. 2/2022 A B C D EXISTING UTILITY EASEMENT DOWNSPOUT TYP. ,,--0 EXISTING MASONRY WALL N !?ti -------,;,~"'168.86 --------io\-~--..--------rt---------· -:ii~~: _______ _:.___, __ -r--+-l--------::.-'---------,-----le'"r;'----,:----r=~1.... -.>< 0 ,~~ -32'.r ~E PULL j PROPOSED R.Y w Q) : 1 I __, .1 : S'-OM SETBACK TRUE NORTH FOL.ND 3/ 4" IRON PIPE, DISC MISSING I ==--=;i :;:::;,-~ . _--"J1 =--, ,.. ' ,,. · 1 I 0.23 FOUND 3/ 4• IRON PIPE VlflH ast (UEGIBLE) '9,fr ,_,e -~ ~"' ~ FOUND 3/4" IRON PIPE WITH DISC (U EGBLE) ARCHITECTURAL SITE PLAN 118": 1'-0" Cl ,,. 1 I\ .:E ~ \ . I _::1 1----1-\TI r ---1 1 ac-1 I \I I I I ~ I · I ~ I • .. I I '~--=-.;;:::i -. __::_-==r~~-~:JP- NEWGARAG h o,-V) ~ .-:} -~ R: '? PROPOSED S'-0~ SETBACKS Y >J!j:i~'i? 00@0 INDICATES EXISTING DRAINAGE PATTERN TO REMAIN ,;. ~ INOICATESEDGE OF PROPOSED HAROSLAPE ~'\\® OTES All NEW WALKWAYS SHALL BE IMPERVIOUS '"CONCRETE" flAT WORK. All NEW ORfVEWAYS SHALL BE IMPERVIOUS ASPHALT FlATV.ORK. SUMMARY TABLE 1. SITE ACREAGE 2.ZONE 3. GENERAL PLAN ,. PROPOSED LA.ND USE 5. TOTAL COVER.A.GE 6. BUILDING AREA. 6,771 S.FJ0.155A R-1 •·· RESIDENTIAL 39.1%<40'% EXISTING RESIDENCE 1,800 S.F. KITCHEN AOD4TION 58 S.F. DETACHED GARAGE 798 SF. ADU ~OS.F. 7. LANDSCAPE 45% 8. PARKING (3 SPACED ENCLOSED) n -::· ( r1c l (Y"I ) ('-I l c, r (' J • C·C I ' c:. ..... ( . c..n :::::> < \. ARCHITECTURAL LEGEND @ [loo~ 0 'M.ndow5 El Kt!ynolt! 0--Wal Type ~1 lntenor ElevatK>n ~ Storefrofll:Elevi11t10n ◄,., Building Elewtlon Nt!wWilll ExistrngW.-11 1/,07"_,0'".ffL Demolition '>:tHt;\!/2"~ .. '. lnwlation -----Overhead Cfflfflrie --~-Property line ® ReVISlon NOTE. NOT All SYMBOLS SHOWN ABOVE ARE USED IN THIS SET OF DR.AIAIINGS. ARCHITECTURE I DESIGN BGI ARCHITECTURE Beery Group Inc. 2292 filfilldilly Av-enue. #100 C•rkb•d, CA 92008 (760) 438-2!63 bgiarchitect. com Q) 0) cu ~ >-cu Q) C) >-ill ::) C) 0 {.) <( ~ -0 Q) ..c ~ 0 o2 _J Q) ~ -0 -+-' ~ -+-' C 0 0 0 -+-' (f) -0 -0 <( C Q) ..c 0 -+-' ~ REVISIONS Q) u Cil 0.. en :::J b 0 0 (") CX) CX) 0 0 N 0) <{ 0 -0 Cil J:l en -;::: Cil 0 By AS SHOWN Drawn Br G.S. Job No. 2302 Sheet Name ARCHITECTURAL SITE PLAN Shet!I No. AC-1 ,• . ..:.• CITY OF CAR L,:"' · ,, JAN 3 1 2024 PLANNING DIVISION I L ! I _l +- -I-I .,:~t~: -:..._". ::-.,. :f,~i CITY OF CARLSBAD JAN 3 1 2024 PLANN ING DIVISION () -, Geotechnical • Geologic • Coastal • Environmental 5741 Palmer Way • Carlsbad, California 92010 • (760) 438-3155 • FAX (760) 931-0915 • www.geosoilsinc.com Scott and Lori McGervey 830 Citrus Place Carlsbad, California 92008 August 16, 2023 W.O. 7272-A 1-SC Subject: Update Limited Geotechnical Evaluation, Design Parameters, Proposed Additional Construction at 830 Citrus Place, Carlsbad, San Diego County, California, Assessor's Parcel Number (APN) 206-040-31-00 Dear Mr. and Mrs. McGervey: In accordance with your request and authorization, GeoSoils, Inc. (GSI) is providing the following summary of our update limited geotechi:,ical evaluation for the proposed additional construction at the subject site. The purpose of this study was to update the preliminary geotechnical conclusions and recommendations provided in GSI (2017 [see the Appendix]), relative to the currently proposed additional site development shown on the architectural plans prepared by BGI Architecture ([BGI], 2023). In addition, this update evaluation modernizes the geotechnical aspects of the I proposed development for consistency with the 2022 California Building Code (California Building Standards Commission [CBSC], 2022). The scope of our services included: a site reconnaissance; limited engineering analyses; and preparation of this summary report. Unless specifically superseded herein, the conclusions and recommendations contained in GSI (2017) are still considered valid and applicable, and should be appropriately implemented during the balance of project design and construction. PROPOSED DEVELOPMENT Based on our review of BGI (2023), GSI understand,s that the currently proposed site development includes the construction of a single-story addition along the southeastern corner of the existing residential structure. BGI (2023) also shows that the existing detached garage will be razed and a new two-story garage and accessory' dwelling unit (ADU) will be constructed near the southern portion of the property. The building addition and new garage/ADU are anticipated to consist of wood framing with typical footings and concrete slab-on-grade floors. Building loads are currently unavailable but assumed to be typical of relatively light residential construction. BACKGROUND GEOTECHNICAL STUDY In Spring of 2017, GSI performed a limited geotechnical evaluation of the subject property. The study included ·reviews of readily available published geologic maps and literature and aerial photographs; subsurface exploration and the geologic logging of two (2) shovel-excavated test pits' and one (1) hand-auger boring; laboratory testing of collected soii samples; engineering analyses; and the preparation of a summary report (GSI, 2017). In the explored areas of the property, we found 1 foot to 3¾ feet of undocumented artificial . fill at the surface. Approximately 1 foot of colluvium was found underlying the undocumented fill in a test pit excavated near the southwestern corner of the existing residential structure. Quaternary-age old paralic deposits were encountered beneath the undocumented fill and colluvium at depths ranging between approximately 2 and 3¾ feet below the existing grades. However, the upper approximately 1 foot of the old paralic deposits in the test pi' excavated near the southwestern corner of the existing residential structure was weathered. Groundwater was not encountered in the test pits and boring to the explored depths. The undocumented fill, colluvium, and weathered old paralic deposits were considered potentially compressible in their existing state and, therefore, unsuitable for supporting the proposed settlement-sensitive 'improvements. We concluded that the unweathered old paralic deposits, occurring at depths on the order of 3 to 3¾ feet below the existing grades, were suitable bearing materials at the subject property. Expansion index testing performed on a representative sample of the onsite soils yielded an expansion index less than 5, which correlated to very low expansion potential (i.e., expansion index range of Oto 20). Sieve analysis testing conducted on a representative soil sample indicated that the sample was composed of silty sand (Unified Soil Classification System [USCS] designation -SM). A representative sample of the onsite soils was also subjected to laboratory testing to evaluate corrosion potential. The test results indicated that the sample was neutral with respect to soil acidity/alkalinity; moderately corrosive to exposed, buried metals when saturated; presented negligible sulfate exposure to concrete (i.e., Exposure Class SO per Table 19.3.1.1 of American Concrete Institute [ACI] 318-14 [ACI, 2014); and contained a relatively low concentration of soluble chlorides. In order to mitigate the potential for the propo~ed building foundations and concrete slab-on-grade floors to succumb to damaging settlements, GSI recommended that the new building foundations extend into suitable, unweathered old paralic deposits. We also,, recommended remedial grading beneath the new concrete slab-on-grade floor areas .. Moreover, we recommended that existing building footings subjected to additional loads • be underpinned into the unweathered old paralic deposits. 1As an alternative to remedial grading beneath the ·new concrete slab-on-grade floors, we recommended the use of structural slabs, designed to span between the deepened footings without relying on the McGervey 830 Citrus Place, Carlsbad File:e:\wp21 \7200\7272a1 .ulg GeoSoils, Inc:. W.O. 7272-A1-SC August16,2023 Page 2 underlying, unmitigated soiJs for support. Lastly, we recommended that the proposed development not surcharge the existing Caltrans retaining wall to the northeast of the subject property by extending new building foundations below a 1: 1 (horizontal:vertical [h:v]) plane projected up and toward the subject property from the heel of the retaining wall footing. A copy of GSI (2017) is included in the Appendix, following the referenced documents. RECENT SITE RECONNAISSANCE On July 28, 2023, a GSI representative performed a visual reconnaissance of the subject property to evaluate the c.urrent surficial conditions thereon. Based on our observations, the surficial conditions within the proposed development areas were generally similar to those present at the time of our field exploration performed in preparation of GSI (2017). ONSITE SOILS AND STORM WATER INFILTRATION FEASIBILITY According to the United States Department of Agriculture / Natural Resources Conservation Service's (USDA/NRCS's) "Web Soil Survey" website (http://websoilsurvey.sc.egov. usda.gov), the onsite soils consist of the Marina loamy coarse sand, 2 to 9 percent slopes. The attributes of these soils are summarized in the following table: CAPACITY OF THE SOIL TYPE LANDFORM NATURAL RUNOFF MOST LIMITING HVDROLOGIC (MAP UNIT) SETTING DRAINAGE CLASS LAVER TO SOIL GROUP CLASS TRANSMIT WATER (Ksat) Marina loamy coarse sand, 2 to 9 percent Somewhat Moderately high to slopes Ridges excessively Medium high (0.57 to B (USDA/ NRCS drained 1.98 inches per hour) map symbol -MIC) While the USDA/NAGS soil data suggest that infiltration of storm water into the onsite soils to meet any required permanent post-construction storm water best management practice (BMP) objectives may be feasible, it is our opinion that infiltration of storm water into the onsite earth materials, in any volume, has a high potential to result in perched groundwater (mounding) accumulating upon the unweathered old paralic deposits. The perched groundwater would migrate laterally and induce settlement of existing fill soils and the underlying low-density colluvium and weathered old paralic deposits within unmitigated McGervey 830 Citrus Place, Carlsbad File:e:\wp21\7200\7272a1 .ulg GeoSoils, Inc. • I W.O. 7272-A1-SC August 16, 2023 Page3 portions of the subject prope,rty, as well as similar soils on the adjacent properties. This has the potential to adversely affect the existing and proposed onsite improvements and the existing development on the adjacent properties, causing distress. Thus, the infiltration of storm water into the onsite soils is not considered sound engineering practice and is not recommended, from a geotechnical perspective. UPDATED SEISMIC SHAKING PARAMETERS The following table summarizes the updated site-specific design criteria obtained from the 2022 California Building Code (CBC), Chapter 16 Structural Design, Section 1613, Earthquake Loads (California Building Standards Commission, 2022) and American Society of Civil Engineers (ASCE) 7-16 (ASCE, 2017). The short spectral response uses a period of 0.2 seconds. I 2022 CBC SEISMIC DESIGN PARAMETERS I SITE SPECIFIC PARAMETER VALUE PER I ASCE 7-16 Risk Category!1l I, II, or Ill Site Class D (Default) Spectral Response -(0.2 sec), s. 0.873 g Spectral Response -(1 sec), S1 0.680 g Site Coefficient, Fa 1.2(2) Site Coefficient, F v 2_5(3) (Section 21.3) Maximum Considered Earthquake Spectral 1.~29 g!4) Response Acceleration (0.2 sec), SMs (Section 21.4) Maximum Considered Earthquake Spectral 1.110 g(S) Response Acceleration (1 sec),SM1 (Section 21.4) 5% Damped Design Spectral Response 0.886 g(G) Acceleration (0.2 sec), S08 5% Damped Desigri Spectral Response 0.737 g!7l Acceleration (1 sec), s01 (Section 21.4) McGervey 830 Citrus Place, Carlsbad File:e:\wp21\7200\7272a1 .ulg GeoSoils, Inc. 2022 CBC or ASCE 7-16 REFERENCE Table 1604.5 Section 1613.2.2/Chap. 20 ASCE 7-16 (p. 203-204) ✓ Section 1613.2.1 Figure 1613.2.1 (1) Section 1613.2.1 • Figure 1613.2.1 (2) Table 1613.2.3(1) Table 1613.2.3(2) Section 1613.2.3 (Eqn 16-36) Section 1613.2.3 (Eqn 16-37) Section 1613.2.4 (Eqn 16-38) Section 1613.2.4 (Eqn 16-39) W.O. 7272-A1-SC August 16, 2023 Page4 I 2022 CBC SEISMIC DESIGN PARAMETERS I SITE SPECIFIC 2022 CBC or ASCE 7-16 PARAMETER VALUE PER REFERENCE ASCE 7-16 PGAM -Probabilistic Vertical Ground Acceleration may be assumed as about 50% 0.559 g ASCE7-16 (Eqn 11.8.1) of these values. Seismic Design Category D(B) Section 1613.2.5/ ASCE 7-16 (Section t 1.6) (p. 85: Table 11.6-1 or 11.6-2) 1. Risk Category to be confirmed by the project architect or structural engineer. 2. PerTable11.4-1 ofASCE7-16. • 3. Per Section 21.3 of ASCE 7-16, if S1 ~ 0.2 then F v is taken as 2.5. 4. Per Section 21.4 of ASCE 7-16, SMs = (1.5)(805) = (1.5)(0.886 g) = 1.329 g. 5. PerSection21.4ofASCE7-16,SM1 = (1.5)(801) = (1.5)(0.737g) = 1.110g. 6. Per Section 21.4 of ASCE 7-16, S05 shall be taken as 90 percent of the maximum spectral acceleration (S.) obtaine,d from the site- specific spectrµm at any period within the range from 0.2 to 5 seconds, inclusive. 7. Per Section 21.4 of ASCE 7-16, S01 shall be taken as the maximum value of the product TS. obtained from the site-specific spectrum from the period within the range of 1 to 5 seconds, inclusive. 8. Per Tables 11.6-1 and 11.6-2 of ASCE 7-16, S08 (0.886 g) ~ 0.50 and S01 (0.737 g) ~ 0.2: Thus, the seismic design category is 11D11• UPDATED PRELIMINARY RECOMMENDATIONS- All earthwork should be performed in· accordance with Appendix Chapter J of the 2022 California Building Code (CBSC, 2022i, the requirements of the City of Carlsbad, and the preliminary geotechnical recommendations contained in GSI (2017). Foundation and concrete slab-on-grade floor design and construction should conform to the requirements of the 2022 California Building Code and the preliminary geotechnical recommendations • provided in GSI (2017). Upon request, alternative recommendations for remedial grading ' can be provided to avoid deepened building foundations. However, the implementation / of the alternafo,e recommendations may require tt'le acquisition of a grading permit and the preparation of a gradi_ng plan. Based on our review of the footprints for the proposed building addition and garage/ADU shown on BGI (2023), there appears to be sufficient separation from the existing Caltrans retaining wall. Thus, the potential for the proposed building addition and garage/ADU to surcharge the retaining wall is considered low, and the need to' deepen the building foundations to avoid surcharging the offsite wall is not considered warranted at this time. Any proposed ancillary site improvement (driveway, walkways, patios) underlain by potentially compressible undocumented fill, colluvium, and weathered old paralic deposits may experience distress resulting from adverse settlements. Thus, these imp~ovements may require increase maintenance and repairs, and have a reduced service life if remedial earthwork is not performed. This should be disclosed to all interested/affected parties. McGervey 830 Citrus Place, Carlsbad File:e:\wp21\7200\7272a1 .ulg GeoSoils, Inc. W.O. 7272-A1-SC August 16, 2023 Page 5 It is possible that some differential movement may occur between the existing residential structure and the proposed building addition, especially during a seismic event. Thus, the project structural engineer should consider designing the interface between the existing and new construction for differential movement on the order of at least ¼-inch. PLAN REVIEW Final project plans (grading, precise grading, foundation, landscaping, etc.), should be , reviewed by this office prior to construction, so that construction is in accordance with the conclusions and recommendations of this report and GSI (2017). Based on our review, supplemental recommendations or further geotechnical studies may be warranted. LIMITATIONS The materials encountered on the project site and used for our analysis are believed representative of the area; however, soil and bedrock materials vary in character between excavations and natural outcrops or conditions exposed during earthwork construction. Site conditions may vary due to seasonal changes· or other factors. Inasmuch as our study is based upon our review, engineering analyses, and laboratory data, the conclusions and recommendations presented herein are professional opinions. These opinions have been derived in accordance with current standards of practice, and no warranty is express or implied. Standards of practice are subject to change with time. This report has been prepared for the purpose of providing soil design parameters derived from testing of a soil sample received at our laboratory, and does not represent an evaluation of the overall stability, suitability, or performance of the property for the proposed development. GSI assumes no responsibility or liability for work or testing performed by others, or their inaction; or work performed wh~n GSI is n_ot requested to be onsite, to evaluate if our recommendations have been properly implemented. In addition, this report may be subject to review by the controlling authorities. Thus, this report brings to completion our scope of, services for this portion of the project. McGervey 830 Citrus Place, Carlsbad File:e:\wp21\7200\7272a1 .ulg GeoSoils, Inc. W.O. 7272-A1-SC August16,2023 Page 6 The opportunity to be of service is greatly appreciated., If you have any questions' concerning this report, or if we may be of further assistance, please do not hesitate to contact any of the undersigned. Respectfully submitted, GeoSoils, li:,c. \arJ~ ~e,_.,,-stepW, Coover ~~7neering Geologist, Geotechnical Engineer, GE 2057 ,1-P!_ Ryan B. Boehmer Staff Geologist HBB/SJC/JPF/sh Attachment: Appendix -References and GSI (2017) Distribution: (1) Addressee (PDF via email) (1) BGI Architecture, Attention: Mr. John Beery (PDF via email) McGervey 830 Citrus Place, Carlsbad File:e:\wp21\7200\7272a1 .ulg GeoSoils, Inc. W.O. 7272-A1-SC August16,2023 Page 7 . . APPENDIX REFERENCES American Concrete Institute, 2015, Guide to concrete floor and slab construction (ACI 318-15): reported by ACI Committee 302, dated June. American Concrete Institute, 2014, Building code requirements for structural concrete (ACI 318-14), and commentary (ACI 318R-14): reported by ACI Committee 318, dated September. American Society of Civil Engineers, 2017, Minimum design loads and associated criteria • for buildings and other structures, provisions, ASCE Standard ASCE/SEI 7-16. BGI Architecture, 2023, Scott & Lori McGervey kitchen addition & detached ADU/Garage,. 830 Citrus Place, Carlsbad, CA 92008, 13 sheets, various scales, job no: 2302, dated July 7. California Building Standards Commission, 2022, California Building Code, California Code of Regulations, Title 24, Part 2, Volumes 1 and 2, based on the 2021 International Building Code, effective January 1, 2023. GeoSoils, Inc., 2017, Limited geotechnical evaluation relative to allowable bearing value, lateral bearing pressure, lateral sliding resistance, and seismic design parameters, proposed additional construction at 830 Citrus Place, Carlsbad, San Diego County, California, Assessor's Parcel Number (APN) 206-040-31-00, W.O. 7272-A-SC, dated May 12. GeoSoils, Inc. (I Fidelity National Title' Fidelity National Title -SD 7565 Mission Valley Road, Suite 100, San Diego, CA 92108 Preliminary Report Fidelity National Title -SD 7565 Mission Valley Road, Suite 100, San Diego, CA 92108 Phone: Phone No.: (619)725-2100 Property Address: 830 Citrus Place, Carlsbad, CA 92008-4112 Introducing Title Officer: Marlo Macias Team Email: SDUnit4@fnf.com Phone No.: Phone No.: (619)725-2100 File No.: 9922305215 FIDELITY FIRST ALERT Powered by UveLook LiveLOOK title document delivery system is designed to provide 24/7 real-time access to all information related to a title insurance transaction. Access title reports, exception documents, an easy-to-use summary page, and more, at your fingertips and your convenience. To view your new Fidelity National Title First Alert powered by LiveLOOK report, Click Here ~N~-i-,....,,.....,,.,...,._,">Y.«<-,;,»....,_.,r,_,,<«<-» : -«IOI~~:::;-:,."";.,~~" :1-:,.-,,.·:(.v:<•,.-., Effortless, Efficient, Compliant, and Accessible PRELIMINARY REPORT fl.Fidelity National Title Company' 7565 Mission Valley Road, Suite 100 San Diego, CA 92108 Prelim Number: 9922305215 Issuing Policies of Fidelity National Title Insurance Company Fidelity National Title Company 7565 Mission Valley Road, Suite 100 San Diego, CA 92108 Phone No.: (619)725-2100 Fax: ERA Ranch and Sea Realty 2963 Carlsbad Boulevard Carlsbad, CA 92008 Attn: OB Juncal Ref. No.: Property: 830 Citrus Place, Carlsbad, CA 92008-4112 Title Officer.: Email: Phone No.: Fax No.: File No.: Marlo Macias Team SDUnit4@fnf.com 9922305215-MM In response to the application for a policy of title insurance referenced herein, Fidelity National Title Company hereby reports that it is prepared to issue, or cause to be issued, as of the date hereof, a policy or policies of title insurance describing the land and the estate or interest therein hereinafter set forth, insuring against loss which may be sustained by reason of any defect, lien or encumbrance not shown or referred to as an exception herein or not excluded from coverage pursuant to the printed Schedules, Conditions and Stipulations or Conditions of said policy forms. The printed Exceptions and Exclusions from the coverage and Limitations on Covered Risks of said policy or policies are set forth in Attachment One. The policy to be issued may contain an arbitration clause. When the Amount of Insurance is less than that set forth in the arbitration clause, all arbitrable matters shall be arbitrated at the option of either the Company or the Insured as the exclusive remedy of the parties. Limitations on Covered Risks applicable to the Cl TA and ALTA Homeowner's Policies of Title Insurance which establish a Deductible Amount and a Maximum Dollar Limit of Liability for certain coverages are also set forth in Attachment One. Copies of the policy forms should be read. They are available from the office which issued this report. This report (and any supplements or amendments hereto) is issued solely for the purpose of facilitating the issuance of a policy of title insurance and no liability is assumed hereby. If it is desired that liability be assumed prior to the issuance of a policy of title insurance, a Binder or Commitment should be requested. The policy(ies) of title insurance to be issued hereunder will be policy(ies) of Fidelity National Title Insurance Company, a Florida corporation. Please read the exceptions shown or referred to herein and the exceptions and exclusions set forth in Attachment One of this report carefully. The exceptions and exclusions are meant to provide you with notice of matters which are not covered under the terms of the title insurance policy and should be carefully considered. It is important to note that this preliminary report is not a written representation as to the condition of title and may not list all liens, defects and encumbrances affecting title to the land. Countersigned By: Authorized Officer or Agent Steve Stokes CLTA Preliminary Report Form -Modified (Adopted: 11.17.2006) Page 1 Printed: 08.25.23 @ 04:24 PM CA-FT-FSDG-01500.071026-SPS-1-23-9922305215 FIDELITY NATIONAL TITLE COMPANY Effective date: August 16, 2023 at 07:30 AM The form of Policy or Policies of Title Insurance contemplated by this Report is: AL TA Homeowner's Policy of Title Insurance 2021 ALTA Loan Policy 2021 PRELIM NO. 9922305215 1. The estate or interest in the Land hereinafter described or referred to covered by this Report is: AFEE 2. Title to said estate or interest at the date hereof is vested in: Scott A. McGervey, a single man 3. The Land referred to in this Report is described as follows: SEE EXHIBIT "A" ATTACHED HERETO AND MADE A PART HEREOF CLTA Preliminary Report Form -Modified (Adopted: 11.17.2006) Page2 Printed: 08.25.23 @ 04:24 PM CA-FT-FSDG-01500.071026-SPS-1-23-9922305215 For APN/Parcel ID(s): 206-040-31-00 EXHIBIT A Legal Description THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF CARLSBAD, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA AND IS DESCRIBED AS FOLLOWS: PARCEL A AS SHOWN ON PARCEL MAP NO. 714, IN THE CITY OF CARLSBAD, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA, AS FILED IN THE OFFICE OF THE COUNTY RECORDER OF SAN DIEGO COUNTY ON JANUARY 20, 1972. CLTA Preliminary Report Fonn -Modified (Adopted: 11.17.2006) Page 3 Printed: 08.25.23 @ 04:24 PM CA-FT-FSDG-01500.071026-SPS-1-23-9922305215 FIDELITY NATIONAL TITLE COMPANY PRELIM NO. 9922305215 EXCEPTIONS At the date hereof, items to be considered and exceptions to coverage in addition to the printed exceptions and exclusions in said policy form would be as follows: 1. Property taxes, which are a lien not yet due and payable, including any assessments collected with taxes to be levied for the fiscal year 2023-2024. 2. The lien of supplemental or escaped assessments of property taxes, if any, made pursuant to the provisions of Chapter 3.5 (commencing with Section 75) or Part 2, Chapter 3, Articles 3 and 4, respectively, of the Revenue and Taxation Code of the State of California as a result of the transfer of title to the vestee named in Schedule A or as a result of changes in ownership or new construction occurring prior to Date of Policy. Note: If said supplementals (if any} are not posted prior to the date of closing, this company assumes no liability for payment thereof. 3. Easement(s} for the purpose(s} shown below and rights incidental thereto, as granted in a document: Granted to: San Diego Gas and Electric Company Purpose: Public utilities, ingress and egress Recording Date:November 17, 1955 Recording No.: Book 5673, Page 340, of Official Records Affects: Said Land 4. The ownership of said Land does not include rights of access to or from the street, highway, or freeway abutting said Land, such rights having been relinquished by said map/plat. Affects: said land Said land however, abuts upon a public thoroughfare other than the road referred to above, over which rights of vehicular ingress and egress have not been relinquished. 5. A deed of trust to secure an indebtedness in the amount shown below, Amount: Dated: Trustor/Grantor: Trustee: $200,000.00 November 13, 2013 Scott A. McGervey, a single man Pacific Coast Title Company Beneficiary: Mortgage Electronic Registration Systems, Inc. (MERS}, solely as nominee for Plaza Home Mortgage, Inc. Loan No.: 3813100176 Recording Date:November 20, 2013 Recording No.: 2013-0685412, of Official Records An assignment of the beneficial interest under said deed of trust which names: Assignee: Wells Fargo Bank, NA Loan No.: None Shown Recording Date:May 22, 2020 Recording No: 2020-0262005, of Official Records 6. A deed of trust to secure an indebtedness in the amount shown below, Amount: Dated: Trustor/Grantor: Trustee: $200,000.00 June 22, 2016 Scott A. Mcgarvey, a single man T.D. Service Company, a California Corporation CLTA Preliminary Report Form -Modified (Adopted: 11.17.2006) Page4 Printed: 08.25.23 @ 04:24 PM CA-FT-FSDG-01500.071026-SPS-1-23-9922305215 FIDELITY NATIONAL TITLE COMPANY PRELIM NO. 9922305215 Beneficiary: Mission Federal Credit Union Loan No: 5320 Recording Date:June 27, 2016 Recording No.: 2016-0315596, of Official Records The Deed of Trust set forth above is purported to be a "Credit Line" Deed of Trust. Under California Civil Code §2943.1 it is a requirement that the Truster/Granter of said Deed of Trust either immediately provide the beneficiary with the "Borrower's instruction to Suspend and Close Equity Line of Credit" or provide a satisfactory subordination of this Deed of Trust to the proposed Deed of Trust to be recorded at closing. If the above credit line is being paid off, this Company will require that Escrow obtain written confirmation from the current Beneficiary that the account has been frozen prior to recording. Failure to do so will result in this Company holding funds at the close of Escrow until such confirmation is obtained from the Beneficiary. This Mortgage Appears to be an Equity Line Mortgage. a Full Satisfaction of Same Must be Obtained and All Credit Cards and/or the Balance of Verified Unused Account Checks Must be Sent to the Lender Together with a 'Cancellation of Equity Line Affidavit' from the Mortgagor Instructing the Lender to Close the Account 7. Matters contained in that certain document Entitled: Dated: Executed by: Recording Date: Recording No.: Notice of Restriction on Real Property August 2, 2016 City of Carlsbad and Scott McGervey March 29, 2017 2017-140379 of Official Records Reference is hereby made to said document for full particulars. END OF EXCEPTIONS PLEASE REFER TO THE "INFORMATIONAL NOTES" AND "REQUIREMENTS" SECTIONS WHICH FOLLOW FOR INFORMATION NECESSARY TO COMPLETE THIS TRANSACTION. CLTA Preliminary Report Form -Modified (Adopted: 11.17.2006) Page5 Printed: 08.25.23 @ 04:24 PM CA-FT-FSDG-01500.071026-SPS-1-23-9922305215 FIDELITY NATIONAL TITLE COMPANY PRELIM NO. 9922305215 REQUIREMENTS 1. In order to complete this report, the Company requires a Statement of Information to be completed by the following party(s), Party(s): All Parties The Company reserves the right to add additional items or make further requirements after review of the requested Statement of Information. NOTE: The Statement of Information is necessary to complete the search and examination of title under this order. Any title search includes matters that are indexed by name only, and having a completed Statement of Information assists the Company in the elimination of certain matters which appear to involve the parties but in fact affect another party with the same or similar name. Be assured that the Statement cif Information is essential • and will be kept strictly confidential to this file. END OF REQUIREMENTS Cl TA Preliminary Report Form -Modified (Adopted: 11.17.2006) Page6 Printed: 08.25.23 @ 04:24 PM CA-FT-FSDG-01500.071026-SPS-1-23-9922305215 FIDELITY NATIONAL TITLE COMPANY PRELIM NO. 9922305215 INFORMATIONAL NOTES 1. Note: The name{s) of the proposed insured{s) furnished with this application for title insurance is/are: Name{s) furnished: TBD If these name{s) are incorrect, incomplete or misspelled, please notify the Company. 2. Notice: Please be aware that due to the conflict between federal and state laws concerning the cultivation, distribution, manufacture or sale of marijuana, the Company is not able to close or insure any transaction involving Land that is associated with these activities. 3. Note: None of the items shown in this report will cause the Company to decline to attach AL TA Endorsement Form 9 to an Extended Coverage Loan Policy, when issued. 4. Note: The Company is not aware of any matters which would cause it to decline to attach CLTA Endorsement Form 116 indicating that there is located on said Land a Single Family Dwelling, known as 830 Citrus Place, Carlsbad, California, to an Extended Coverage Loan Policy. 5. NOTE: The policy of title insurance will include an arbitration provision. The Company or the insured may demand arbitration. Arbitrable matters may include, but are not limited to, any controversy or claim between the Company and the insured arising out of or relating to this policy, any service of the Company in connection with its issuance or the breach of a policy provision or other obligation. Please ask your escrow or title officer for a sample copy of the policy to be issued if you wish to review the arbitration provisions and any other provisions pertaining to your Title Insurance coverage. 6. Note: There are NO conveyances affecting said Land recorded within 24 months of the date of this report. 7. Property taxes, for the fiscal year shown below are PAID. For proration purposes the amounts were: Tax ID No.: Fiscal Year: 1st Installment: 2nd Installment: Exemption: Land: Improvements: Personal Property: Code Area: Bill No.: 206-040-31-00 2022-2023 $1,871.48 $1,871.48 $7,000.00 $64,751.00 $279,433.00 $0.00 09000 None Shown 8. Pursuant to Government Code Section 27388.1, as amended and effective as of 1-1-2018, a Documentary Transfer Tax {DTT) Affidavit may be required to be completed and submitted with each document when DTT is being paid or when an exemption is being claimed from paying the tax. If a governmental agency is a party to the document, the form will not be required. DTT Affidavits may be available at a Tax Assessor-County Clerk-Recorder. 9. Unless this company is in receipt of WRITTEN instructions authorizing a particular policy, Fidelity Title will AUTOMATICALLY issue the American Land Title Association Homeowner's Policy (02/03/10) for all qualifying residential 1-4 properties/transactions to insure the buyer at the close of escrow. Cl TA Preliminary Report Form -Modified (Adopted: 11.17.2006) Page7 Printed: 08.25.23 @ 04:24 PM CA-FT-FSDG-01500.071026-SPS-1-23-9922305215 FIDELITY NATIONAL TITLE COMPANY PRELIM NO. 9922305215 10. If a county recorder, title insurance company, escrow company, real estate agent or association provides a copy of the declaration, governing document or deed to any person, California law requires that the document provided shall include a statement regarding any unlawful restrictions. Said statement is to be in at least 14-point bold faced typed and may be stamped on the first page of any document provided or included as a cover page attached to the requested document. Should a party to this transaction request a copy of any document reported herein that fits this category, the statement is to be included in the manner described. 11. NOTE: Amended Civil Code Section 2941, which becomes effective on January 1, 2002, sets the fee for the processing and recordation of the reconveyance of each Deed of Trust being paid off through this transaction at $45.00. The reconveyance fee must be clearly set forth in the Beneficiary's Payoff Demand Statement ("Demand"). In addition, an assignment or authorized release of that fee, from the Beneficiary to the Trustee of record, must be included. An example of the required language is as follows: The Beneficiary identified above hereby assigns, releases or transfers to the Trustee of record, the sum of $45.00, included herein as 'Reconveyance Fees', for the processing and recordation of the Reconveyance of the Deed of Trust securing the indebtedness covered hereby, and the escrow company or title company processing this pay-off is authorized to deduct the Reconveyance Fee from this Demand and forward said fee to the Trustee of record or the successor Trustee under the Trust Deed to be paid off in full. In the event that the reconveyance fee and the assignment, release or transfer are not included within the demand statement, then Fidelity National Title Insurance Company and its Underwritten Agent may decline to process the reconveyance and will be forced to return all documentation directly to the Beneficiary for compliance with the requirements of the revised statute. 12. Note: Part of the RESPA Rule to simplify and Improve the Process of Obtaining Mortgages and Reduce Consumer Settlement Costs requires the settlement agent to disclose the agent and underwriter split of title premiums, including endorsements as follows Line 1107 is used to record the amount of the total title insurance premium, including endorsements, that is retained by the title agent. Fidelity National Title Company retains 88% of the total premium and endorsements. Line 1108 used to record the amount of the total title insurance premium, including endorsements, that is retained by the title underwriter. Fidelity National Title Insurance Company retains 12% of the total premium and endorsements. 13. The Company and its policy issuing agents are required by Federal law to collect additional information about certain transactions in specified geographic areas in accordance with the Bank Secrecy Act. If this transaction is required to be reported under a Geographic Targeting Order issued by FinCEN, the Company or its policy issuing agent must be supplied with a completed ALTA Information Collection Form ("ICF") prior to closing the transaction contemplated herein. END OF INFORMATIONAL NOTES CLTA Preliminary Report Form -Modified (Adopted: 11.17.2006) Pages Printed: 08.25.23 @ 04:24 PM CA-FT-FSDG-01500.071026-SPS-1-23-9922305215 4IFidelity National TitleCompany' STATEMENT OF INFORMATION CONFIDENTIAL INFORMATION FOR YOUR PROTECTION Escrow No.: 9922305215 Completion of this statement expedites your application for title insurance, as it assists in establishing identity, eliminating matters affecting persons with similar names and avoiding the use of fraudulent or forged documents. Complete all blanks (please print) or indicate "none" or "N/A." If more space is needed for any item(s), use the reverse side of the form. Each party (and spouse/domestic partner, if applicable) to the transaction should personally sign this form. NAME AND PERSONAL INFORMATION Date of Birth ________ _ First Name Middle Name Last Name Maiden Name (If none, indicate) Home Phone ________ Business Phone ________ Birthplace _________________ _ Cell Phone _________ Fax _________ Email ______________________ _ Social Security No. Driver's License No. _________________ _ List any other name you have used or been known by _____________________________ _ State of residence ____________________ I have lived continuously in the U.S.A. since ______ _ Are you currently married? D Yes D No Are you currently a registered domestic partner? D Yes D No If yes, complete the following information: Date and place of marriage ____________________________________ _ Spouse/Domestic Partner ________________________ Date of Birth ________ _ First Name Middle Name Last Name Maiden Name (If none, indicate) Home Phone ________ Business Phone ________ Birthplace _______________ _ Cell Phone _________ Fax _________ Email ____________________ _ Social Security No. _______________ Driver's License No. _________________ _ List any other name you have used or been known by ___________________________ _ State of residence __________________ I have lived continuously in the U.S.A. since _____ _ CHILDREN Child Name: __________ Date of Birth: ____ Child Name: _________ Date of Birth: ____ _ Child Name: Date of Birth: Child Name: Date of Birth: ____ _ (if more space is required, use reverse side of form) RESIDENCES (LAST 10 YEARS) Number & Street City From (date) to (date) Number & Street City From (date) to (date) (if more space is required, use reverse side of form) OCCUPATIONS/BUSINESSES (LAST 10 YEARS) Firm or Business Name Address From (date) to (date) Firm or Business Name Address From (date) to (date) (if more space is required, use reverse side of form) SPOUSE'S/DOMESTIC PARTNER'S OCCUPATIONS/BUSINESSES (LAST 10 YEARS) Firm or Business Name Firm or Business Name Statement of Information (UE-34 (Rev. 06-08)) SCA0000279.doc / Updated: 10.10.19 Address Address (if more space is required, use reverse side of form) Page 1 From (date) to (date) From (date) to (date) Printed: 08.25.23 @ 04:24 PM by CA-FT-FSDG-01500.071026-9922305215 STATEMENT OF INFORMATION CONFIDENTIAL INFORMATION FOR YOUR PROTECTION {continued) PRIOR MARRIAGE(S) and PRIOR DOMESTIC PARTNERSHIP(S) Any prior marriages or domestic partnerships for either person? ____ If yes, complete the following: Prior spouse's (Party A) name: _____________ Prior Spouse of Party A: ____________ _ Marriage ended by: D Death D Divorce/Dissolution D Nullification Date of Death/Divorce: ____________ _ Prior spouse's (Party B) name: _____________ Prior Spouse of Party B: __________ Spouse Marriage ended by: D Death D Divorce/Dissolution D Nullification Date of Death/Divorce: ____________ _ (if more space is required, use reverse side of form) INFORMATION ABOUT THE PROPERTY Buyer intends to reside on the property in this transaction: D Yes D No Owner to complete the following items Street Address of Property in this transaction: ------------------------------- The land is D unimproved; or improved with a structure of the following type: D A Single or 1-4 Family D Condo Unit D Other ___ _ Improvements, remodeling or repairs to this property have been made within the past six (6) months: D Yes D No If yes, have all costs for labor and materials arising in connection therewith been paid in full? D Yes D No Any current loans on property? _____ If yes, complete the following: Lender Loan Amount~----------Loan Account No. Lender Loan Amount Loan Account No. _______ _ The undersigned declare, under penalty of perjury, that the foregoing is true and correct. IN WITNESS WHEREOF, the undersigned have executed this document on the date(s) set forth below. Signature Date Print Name Signature Date Print Name (Note: If applicable, both spouses/domestic partners must sign.) THANK YOU. Statement of Information (UE-34 (Rev. 06-08)) SCA0000279.doc I Updated: 10.10.19 Pa9e2 Printed: 08.25.23 @ 04:24 PM by CA-FT-FSDG-01500.071026-9922305215 IRE SAFE ,. Inquire before you wire! WIRE FRAUD ALERT This Notice is not intended to provide legal or professional advice. If you have any questions, please consult with a lawyer. All parties to a real estate transaction are targets for wire fraud and many have lost hundreds of thousands of dollars because they simply relied on the wire instructions received via email, without further verification. If funds are to be wired in conjunction with this real estate transaction, we strongly recommend verbal verification of wire instructions through a known, trusted phone number prior to sending funds. In addition, the following non-exclusive self-protection strategies are recommended to minimize exposure to possible wire fraud. • NEVER RELY on emails purporting to change wire instructions. Parties to a transaction rarely change wire instructions in the course of a transaction. • ALWAYS VERIFY wire instructions, specifically the ABA routing number and account number, by calling the party who sent the instructions to you. DO NOT use the phone number provided in the email containing the instructions, use phone numbers you have called before or can otherwise verify. Obtain the number of relevant parties to the transaction as soon as an escrow account is opened. DO NOT send an email to verify as the email address may be incorrect or the email may be intercepted by the fraudster. • USE COMPLEX EMAIL PASSWORDS that employ a combination of mixed case, numbers, and symbols. Make your passwords greater than eight (8) characters. Also, change your password often and do NOT reuse the same password for other online accounts. • USE MUL Tl-FACTOR AUTHENTICATION for email accounts. Your email provider or IT staff may have specific instructions on how to implement this feature. For more information on wire-fraud scams or to report an incident, please refer to the following links: Federal Bureau of Investigation: http://www.fbi.gov Wire Fraud Alert Original Effective Date: 5/11/2017 Current Version Date: 5/11/2017 Internet Crime Complaint Center: http://www.ic3.gov Page 1 9922305215 • WIRE0016 (DSI Rev. 12/07/17) TM and © Fidelity National Financial, Inc. and/or an affiliate. All rights reseNed Notice of Available Discounts Pursuant to Section 2355.3 in Title 10 of the California Code of Regulations Fidelity National Financial, Inc. and its subsidiaries ("FNF") must deliver a notice of each discount available under our current rate filing along with the delivery of escrow instructions, a preliminary report or commitment. Please be aware that the provision of this notice does not constitute a waiver of the consumer's right to be charged the filed rate. As such, your transaction may not qualify for the below discounts. You are encouraged to discuss the applicability of one or more of the below discounts with a Company representative. These discounts are generally described below; consult the rate manual for a full description of the terms, conditions and requirements for such discount. These discounts only apply to transactions involving services rendered by the FNF Family of Companies. This notice only applies to transactions involving property improved with a one-to-four fam ily residential dwelling. Not all discounts are offered by every FNF Company. The discount will only be applicable to the FNF Company as indicated by the named discount. FNF Underwritten Title Companies CTC -Chicago Title Company CL TC -Commonwealth Land Title Company FNTC -Fidelity National Title Company of California FNTCCA-Fidelity National Title Company of California TICOR -Ticor Title Company of California L TC -Lawyer's Title Company SL TC -Servicelink Title Company Available Discounts DISASTER LOANS (CTIC, CL TIC, FNTIC) Underwritten by FNF Underwriters CTIC -Chicago Title Insurance Company CL TIC -Commonwealth Land Title Insurance Company FNTIC -Fidelity National Title Insurance Company FNTIC -Fidelity National Title Insurance Company CTIC -Chicago Title Insurance Company CL TIC -Commonwealth Land Title Insurance Company CTIC -Chicago Title Insurance Company The charge for a Lender's Policy (Standard or Extended coverage) covering the financing or refinancing by an owner of record, within twenty-four (24) months of the date of a declaration of a disaster area by the government of the United States or the State of California on any land located in said area, which was partially or totally destroyed in the disaster, will be fifty percent (50%) of the appropriate title insurance rate. CHURCHES OR CHARITABLE NON-PROFIT ORGANIZATIONS (CTIC, FNTIC) On properties used as a church or for charitable purposes within the scope of the normal activities of such entities, provided said charge is normally the church's obligation the charge for an owner's policy shall be fifty percent (50%) to seventy percent (70%) of the appropriate title insurance rate, depending on the type of coverage selected. The charge for a lender's policy shall be forty percent (40%) to fifty percent (50%) of the appropriate title insurance rate, depending on the type of coverage selected. Notice of Available Discounts SCA0002598.doc / Updated: 01 .31.20 Printed: 08.25.23 @ 04:24 PM by CA-FT-FSDG-01500.071026-9922305215 FIDELITY NATIONAL FINANCIAL CALIFORNIA PRIVACY NOTICE Fidelity National Financial, Inc. and its majority-owned subsidiary companies (collectively, "FNF," "our," or "we") respect and are committed to protecting your privacy. This California Privacy Notice explains how we collect, use, and disclose Personal Information, when and to whom we disclose such information, and the rights you, as a California resident ("Consumer"), have regarding your Personal Information ("California Privacy Rights"). "Personal Information" means information that identifies, relates to, describes, and is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular consumer or household. If FNF has collected, used, or disclosed your Personal Information in relation to a job application or employment, independent contractor, officer, owner, or director relationship with FNF, FNF's practices are discussed in our Notice at Collection for Prospective Employees, available at Prospective California Employees. Some subsidiaries maintain separate California Privacy Notices or privacy statements. If a subsidiary has a separate California Privacy Notice, it will be available on the subsidiary's website, and this California Privacy Notice does not apply. Collection of categories of Personal Information: In the preceding twelve (12) months FNF has collected, and will continue to collect, the following categories of Personal Information from you: • Identifiers such as name, address, telephone number, IP address, email address, account name, social security number, driver's license number, state identification card, passport number, financial information, date of birth, or other similar identifiers; • Characteristics of protected classifications under California or Federal law; • Commercial information, including records of personal property, products or services purchased, or other purchasing or consuming histories; • Internet or other electronic network activity information including, but not limited to browsing history on FNF websites, and information regarding a Consumer's interaction with an FNF website; • Geolocation data; • Professional or employment information; • Education Information. This Personal Information is collected from the following sources: • Information we receive from you on applications or other forms; • Information about your transactions with FNF, our affiliates, or others; • Information we receive from consumer reporting agencies and/or governmental entities, either directly from these entities, or from internet service providers, data analytics providers, and social networks; • Information from the use of our websites and mobile applications; • Information we receive directly from you related to doing business with us. This Personal Information is collected for the following business purposes: • To provide products and services to you or in connection with a transaction involving you; • To perform a contract between FNF and the Consumer; • To improve our products and services; • To comply with legal obligations; • To protect against fraudulent or illegal activity; • To communicate with you about FNF or our affiliates; • To maintain an account with FNF or our affiliates; Privacy Statement SCA0002597 .doc Printed: 08.25.23@ 04:24 PM by CA-FT-FSDG-01500.071026-9922305215 • To provide, support, personalize, and develop our websites, products, and services; • To directly market our products to consumers; • As described to you when collecting your Personal Information or as otherwise set forth in the California Consumer Privacy Act. Disclosures of Personal Information for a business purpose: In the preceding twelve (12) months FNF has disclosed, and will continue to disclose, the categories of Personal Information listed above for a business purpose. We may disclose Personal Information for a business purpose to the following categories of third parties: • FNF affiliates and subsidiaries; • Non-affiliated third parties, with your prior consent; • Businesses in connection with the sale or other disposition of all or part of the FNF business and/or assets; • Service Providers and non-affiliated third parties such as internet service providers, data analytics providers, and social networks; • Law enforcement or authorities in connection with an investigation, or in response to a subpoena or court order. Sale of Personal Information: In the preceding twelve (12) months, FNF has not sold or shared Personal Information. FNF does not sell or share Personal Information. Retention Periods: Due to the breadth and variety of data collected by FNF, it is not possible for us to provide you with a comprehensive list of timeframes during which we retain each category of Personal Information. FNF retains categories of information as reasonably necessary to satisfy the purpose for which we collect the information. This time period varies depending on the purpose for which we collected the information, the nature and frequency of our interactions and relationship with you, whether we have a legal basis to continue retaining the information, industry practices, the value and sensitivity of the information, and state and federal recordkeeping requirements. Personal Information of minors: FNF does not knowingly collect the Personal Information of minors. FNF does not sell or share the information of consumers under sixteen (16) years of age. Sensitive Personal Information: FNF does not use or disclose sensitive Personal Information for any purposes other than those specified in the California Consumer Privacy Act. Right to know: Consumers have a right to know about Personal Information collected, used , disclosed, shared, or sold, including the categories of such Personal Information, as well as the purpose for such collection , use, disclosure, sharing, or selling, categories of third parties to whom Personal Information is disclosed, shared or sold , and the specific pieces of Personal Information collected about the Consumer. Consumers have the right to request FNF disclose what Personal Information it collected, used, and disclosed in the past twelve (12) months, or since January 1, 2022. Right to request deletion: Consumers have a right to request the deletion of their Personal Information, subject to certain exceptions. Privacy Statement SCA0002597 .doc Printed: 08.25.23 @ 04:24 PM by CA-FT-FSDG-01500.071026-9922305215 Right to Correct: Consumers have the right to correct inaccurate Personal Information. Right to non-discrimination: Consumers have a right not to be discriminated against because of exercising their consumer privacy rights. We will not discriminate against Consumers for exercising any of their California Privacy Rights. Privacy Requests: To exercise any of your California Privacy Rights, or if acting as an authorized agent on behalf of another individual, please visit California Privacy Request, call us Toll Free at 888-413-1748, or write to the address at the end of this notice. Upon making a California Privacy Request, FNF will verify the Consumer's identity by requiring an account, loan, escrow number, or other identifying information from the Consumer. The above-rights are subject to any applicable rights and obligations including both Federal and California exemptions rendering FNF, or Personal Information collected by FNF, exempt from certain CCPA requirements. A Consumer may use an Authorized Agent to submit any CCPA request. Authorized agents' requests will be processed like any other CCPA request, but FNF will also require the Consumer provide the agent written permission to make the request and verify his or her identity with FNF. FNF website services for mortgage loans: Certain FNF companies provide services to mortgage loan servicers, including hosting websites that collect customer information on behalf of mortgage loan servicers (the "Service Websites"). The Service Websites may contain links to both this Privacy Notice and the mortgage loan servicer or lender's privacy notice. The sections of this Privacy Notice describing the categories, sources, and uses of your Personal Information do not apply to the Service Websites. The mortgage loan servicer or lender's privacy notice governs use, disclosure, and access to your Information. FNF does not share Information collected through the Service Websites, except (1) as required or authorized by contract with the mortgage loan servicer or lender, or (2) as required by law or in the good-faith belief that such disclosure is necessary to comply with a legal process or applicable law, to enforce this Privacy Notice, or to protect the rights, property, or safety of FNF or the public. California Privacy Notice -Effective Date: This California Privacy Notice was last updated on January 1, 2023. Contact for more information: For questions or concerns about FNF's California Privacy Notice and privacy practices, or to exercise any of your California Privacy Rights, please visit California Privacy, call Toll Free 888-413-17 48, or contact us by mail at the below address. Privacy Statement SCA0002597 .doc Fidelity National Financial, Inc. 601 Riverside Avenue Jacksonville, Florida 32204 Attn: Chief Privacy Officer Printed: 08.25.23 @ 04:24 PM by CA-FT-FSDG-01500.071026-9922305215 ATTACHMENT ONE CALIFORNIA LAND TITLE ASSOCIATION STANDARD COVERAGE POLICY -1990 (11-09-18) 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: 1. (a) Any law, ordinance or governmental regulation (including but not limited to building or zoning laws, ordinances, or regulations) restricting, regulating, prohibiting or relating (i) the occupancy, use, or enjoyment of the land; (ii) the character, dimensions or location of any improvement now or hereafter erected on the land; (iii) a separation in ownership or a change in the dimensions or area of the land or any parcel of which the land is or was a part; or (iv) environmental protection, or the effect of any violation of these laws, ordinances or governmental regulations, except 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, except to the extent that a notice of the exercise thereof or 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. 2. Rights of eminent domain unless notice of the exercise thereof has been recorded in the public records at Date of Policy, but not excluding from coverage any taking which has occurred prior to Date of Policy which would be binding on the rights of a purchaser for value without knowledge. 3. 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 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 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 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. Unenforceability of the lien of the insured mortgage because of the inability or failure of the insured at Date of Policy, or the inability or failure of any subsequent owner of the indebtedness, to comply with the applicable doing business laws of the state in which the land is situated. 5. Invalidity or unenforceability of the lien of the insured mortgage, or claim thereof, which arises out of the transaction evidenced by the insured mortgage and is based upon usury or any consumer credit protection or truth in lending law. 6. Any claim, which arises out of the transaction vesting in the insured the estate or interest insured by this policy or the transaction creating the interest of the insured lender, by reason of the operation of federal bankruptcy, state 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 expenses) which arise by reason of: 1. Taxes or assessments which 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. Proceedings by a public agency which 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 which are not shown by the public records but which could be ascertained by an inspection of the land or which may be asserted by persons in possession thereof. 3. Easements, liens or encumbrances, or claims thereof, not shown by the public records. 4. Discrepancies, conflicts in boundary lines, shortage in area, encroachments, or any other facts which a correct survey would disclose, and which are not shown by the public records. 5. (a) Unpatented mining claims; (b) reservations or exceptions in 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 unless such lien is shown by the public records at Date of Policy. EXCEPTIONS FROM COVERAGE -SCHEDULE B, PART II (Variable exceptions such as taxes, easements, CC&R's, etc., are inserted here) Attachment One (11 /04/22) ATTACHMENT ONE (CONTINUED) CALIFORNIA LAND TITLE ASSOCIATION STANDARD COVERAGE OWNER'S POLICY (02-04-22) EXCLUSIONS FROM COVERAGE The following matters are excluded from the coverage of this policy, and the Company will not pay loss or damage, costs, attorneys' fees, or expenses that arise by reason of: 1. a. any law, ordinance, permit, or governmental regulation (including those relating to building and zoning) that restricts, regulates, prohibits, or relates to: i. the occupancy, use, or enjoyment of the Land; ii. the character, dimensions, or location of any improvement on the Land; iii. the subdivision of land; or iv. environmental remediation or protection. b. any governmental forfeiture, police, regulatory, or national security power. c. the effect of a violation or enforcement of any matter excluded under Exclusion 1.a. or 1.b. Exclusion 1 does not modify or limit the coverage provided under Covered Risk 5 or 6. 2. Any power of eminent domain. Exclusion 2 does not modify or limit the coverage provided under Covered Risk 7. 3. Any defect, lien, encumbrance, adverse claim, or other matter: a. created, suffered, assumed, or agreed to by the Insured Claimant; b. not Known to the Company, not recorded in the Public Records at the Date of Policy, but Known to the Insured Claimant and not disclosed in writing 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 the Date of Policy (Exclusion 3.d. does not modify or limit the coverage provided under Covered Risk 9 or 10); or e. resulting in loss or damage that would not have been sustained if consideration sufficient to qualify the Insured named in Schedule A as a bona fide purchaser had been given for the Title at the Date of Policy. 4. Any claim, by reason of the operation of federal bankruptcy, state insolvency, or similar creditors' rights law, that the transaction vesting the Title as shown in Schedule A is a: a. fraudulent conveyance or fraudulent transfer; b. voidable transfer under the Uniform Voidable Transactions Act; or c. preferential transfer: i. to the extent the instrument of transfer vesting the Title as shown in Schedule A is not a transfer made as a contemporaneous exchange for new value; or ii. for any other reason not stated in Covered Risk 9.b. 5. Any claim of a PACA-PSA Trust. Exclusion 5 does not modify or limit the coverage provided under Covered Risk 8. 6. Any lien on the Title for real estate taxes or assessments imposed or collected by a governmental authority that becomes due and payable after the Date of Policy. Exclusion 6 does not modify or limit the coverage provided under Covered Risk 2.b. 7 Any discrepancy in the quantity of the area, square footage, or acreage of the Land or of any improvement to the Land. EXCEPTIONS FROM COVERAGE Some historical land records contain Discriminatory Covenants that are illegal and unenforceable by law. This policy treats any Discriminatory Covenant In a document referenced In Schedule B as If each Discriminatory Covenant Is redacted, repudiated, removed, and not republished or recirculated. Only the remaining provisions of the document are excepted from coverage. This policy does not insure against loss or damage and the Company will not pay costs, attorneys' fees, or expenses resulting from the terms and conditions of any lease or easement identified in Schedule A, and the following matters: PARTI 1. (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 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 at Date of Policy but that could be (a) ascertained by an inspection of the Land, or (b) asserted by persons or parties in possession of the Land. 3. Easements, liens or encumbrances, or claims thereof, not shown by the Public Records at Date of Policy. 4. Any encroachment, encumbrance, violation, variation, easement, 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 at Date of Policy. 5. (a) Unpatented mining claims; (b) reservations or exceptions in 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, material or equipment unless such lien is shown by the Public Records at Date of Policy. 7. Any claim to (a) ownership of or rights to minerals and similar substances, including but not limited to ores, metals, coal, lignite, oil, gas, uranium, clay, rock, sand, and gravel located in, on, or under the Land or produced from the Land, whether such ownership or rights arise by lease, grant, exception, conveyance, reservation, or otherwise; and (b) any rights, privileges, immunities, rights of way, and easements associated therewith or appurtenant thereto, whether or not the interests or rights excepted in (a) or (b) appear in the Public Records or are shown in Schedule B. PART II (Variable exceptions such as taxes, easements, CC&R's, etc., are inserted here) Attachment One (11 /04/22) ATTACHMENT ONE (CONTINUED) CLTA/ALTAHOMEOWNER'S POLICY OF TITLE INSURANCE (7-01-21) EXCLUSIONS FROM COVERAGE The following matters are excluded from the coverage of this policy and We will not pay loss or damage, costs, attorneys' fees, or expenses that arise by reason of: 1. a. any law, ordinance, permit, or governmental regulation (including those relating to building and zoning) that restricts, regulates, prohibits, or relates to: i. the occupancy, use, or enjoyment of the Land; ii. the character, dimensions, or location of any improvement on the Land; iii. the subdivision of land; or iv. environmental remediation or protection. b. any governmental forfeiture, police, or regulatory, or national security power. c. the effect of a violation or enforcement of any matter excluded under Exclusion 1.a. or 1.b. Exclusion 1 does not modify or limit the coverage provided under Covered Risk 8.a., 14, 15, 16, 18, 19, 20, 23, or 27. 2. Any power to take the Land by condemnation. Exclusion 2 does not modify or limit the coverage provided under Covered Risk 17. 3. Any defect, lien, encumbrance, adverse claim, or other matter: a. created, suffered, assumed, or agreed to by You; b. not Known to Us, not recorded in the Public Records at the Date of Policy, but Known to You and not disclosed in writing to Us by You prior to the date You became an Insured under this policy; c. resulting in no loss or damage to You; d. attaching or created subsequent to the Date of Policy (Exclusion 3.d . does not modify or limit the coverage provided under Covered Risk 5, 8.f., 25, 26, 27, 28, or 32); or e. resulting in loss or damage that would not have been sustained if You paid consideration sufficient to qualify You as a bona fide purchaser of the Title at the Date of Policy. 4. Lack of a right: a. to any land outside the area specifically described and referred to in Item 3 of Schedule A; and b. in any street, road, avenue, alley, lane, right-of-way, body of water, or waterway that abut the Land. Exclusion 4 does not modify or limit the coverage provided under Covered Risk 11 or 21. 5. The failure of Your existing structures, or any portion of Your existing structures, to have been constructed before, on, or after the Date of Policy in accordance with applicable building codes. Exclusion 5 does not modify or limit the coverage provided under Covered Risk 14 or 15. 6. Any claim, by reason of the operation of federal bankruptcy, state insolvency, or similar creditors' rights law, that the transfer of the Title to You is a: a. fraudulent conveyance or fraudulent transfer; b. voidable transfer under the Uniform Voidable Transactions Act; or c. preferential transfer: i. to the extent the instrument of transfer vesting the Title as shown in Schedule A is not a transfer made as a contemporaneous exchange for new value; or ii. for any other reason not stated in Covered Risk 30. 7. Contamination, explosion, fire, flooding, vibration, fracturing, earthquake, or subsidence. 8. Negligence by a person or an entity exercising a right to extract or develop oil, gas, minerals, groundwater, or any other subsurface substance. 9. Any lien on Your Title for real estate taxes or assessments, imposed or collected by a governmental authority that becomes due and payable after the Date of Policy. Exclusion 9 does not modify or limit the coverage provided under Covered Risk 8.a or 27. 10. Any discrepancy in the quantity of the area, square footage, or acreage of the Land or of any improvement to the Land. 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 Risk 18: Covered Risk 19: Covered Risk 21 : Your Deductible Amount 1.00% of Policy Amount Shown in Schedule A or $2,500.00 (whichever is less) 1.00% of Policy Amount Shown in Schedule A or $5,000.00 (whichever is less) 1.00% of Policy Amount Shown in Schedule A or $5,000.00 (whichever is less) 1.00% of Policy Amount Shown in Schedule A or $2,500.00 (whichever is less) Our Maximum Dollar Limit of Liability $ 10,000.00 $ 25,000.00 $ 25,000.00 $ 5,000.00 Attachment One (11/04/22) ATTACHMENT ONE (CONTINUED) CLTAJALTA HOMEOWNER'S POLICY OF TITLE INSURANCE (12-02-13) EXCLUSIONS In addition to the Exceptions in Schedule B, You are not insured against loss, costs, attorneys' fees, and expenses resulting from: 1. Governmental police power, and the existence or violation of those portions of any law or government regulation concerning: a. building; b. zoning; c. land use; d. improvements on the Land; e. land division; and f. environmental protection. This Exclusion does not limit the coverage described in Covered Risk 8.a., 14, 15, 16, 18, 19, 20, 23 or 27. 2. The failure of Your existing structures, or any part of them, to be constructed in accordance with applicable building codes. This Exclusion does not limit the coverage described in Covered Risk 14 or 15. 3. The right to take the Land by condemning it. 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 Date, 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 limit the 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 described 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, state insolvency, or similar creditors' rights laws. 8. Contamination, explosion, fire, flooding, vibration, fracturing, earthquake or subsidence. 9. Negligence by a person or an Entity 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 Risk 18: Covered Risk 19: Covered Risk 21 : Your Deductible Amount 1.00% of Policy Amount Shown in Schedule A or $2,500.00 (whichever is less) 1.00% of Policy Amount Shown in Schedule A or $5,000.00 (whichever is less) 1.00% of Policy Amount Shown in Schedule A or $5,000.00 (whichever is less) 1.00% of Policy Amount Shown in Schedule A or $2,500.00 (whichever is less) Our Maximum Dollar Limit of Liability $ 10,000.00 $ 25,000.00 $ 25,000.00 $ 5,000.00 Attachment One (11/04/22) ATTACHMENT ONE (CONTINUED) ALTA OWNER'S POLICY (07-01-2021) EXCLUSIONS FROM COVERAGE The following matters are excluded from the coverage of this policy, and the Company will not pay loss or damage, costs, attorneys' fees, or expenses that arise by reason of: 1. a. any law, ordinance, permit, or governmental regulation (including those relating to building and zoning) that restricts, regulates, prohibits, or relates to: i. the occupancy, use, or enjoyment of the Land; ii. the character, dimensions, or location of any improyement on the Land; iii. the subdivision of land; or iv. environmental remediation or protection. b. any governmental forfeiture, police, regulatory, or national security power. c. the effect of a violation or enforcement of any matter excluded under Exclusion 1.a. or 1.b. Exclusion 1 does not modify or limit the coverage provided under Covered Risk 5 or 6. 2. Any power of eminent domain. Exclusion 2 does not modify or limit the coverage provided under Covered Risk 7. 3. Any defect, lien, encumbrance, adverse claim, or other matter: a. created, suffered, assumed, or agreed to by the Insured Claimant; b. not Known to the Company, not recorded in the Public Records at the Date of Policy, but Known to the Insured Claimant and not disclosed in writing 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 the Date of Policy (Exclusion 3.d. does not modify or limit the coverage provided under Covered Risk 9 or 10); or e. resulting in loss or damage that would not have been sustained if consideration sufficient to qualify the Insured named in Schedule A as a bona fide purchaser had been given for the Title at the Date of Policy. 4. Any claim, by reason of the operation of federal bankruptcy, state insolvency, or similar creditors' rights law, that the transaction vesting the Title as shown in Schedule A is a: a. fraudulent conveyance or fraudulent transfer; b. voidable transfer under the Uniform Voidable Transactions Act; or c. preferential transfer: i. to the extent the instrument of transfer vesting the Title as shown in Schedule A is not a transfer made as a contemporaneous exchange for new value; or ii. for any other reason not stated in Covered Risk 9.b. 5. Any claim of a PACA-PSA Trust. Exclusion 5 does not modify or limit the coverage provided under Covered Risk 8. 6. Any lien on the Title for real estate taxes or assessments, imposed or collected by a governmental authority that becomes due and payable after the Date of Policy. Exclusion 6 does not modify or limit the coverage provided under Covered Risk 2.b. 7. Any discrepancy in the quantity of the area, square footage, or acreage of the Land or of any improvement to the Land. EXCEPTIONS FROM COVERAGE Some historical land records contain Discriminatory Covenants that are illegal and unenforceable by law. This policy treats any Discriminatory Covenant in a document referenced in Schedule B as if each Discriminatory Covenant is redacted, repudiated, removed, and not republished or recirculated. Only the remaining provisions of the document are excepted from coverage. This policy does not insure against loss or damage and the Company will not pay costs, attorneys' fees, or expenses resulting from the terms and conditions of any lease or easement identified in Schedule A, and the following matters: NOTE: The 2021 AL TA Owner's Policy may be issued to afford either Standard Coverage or Extended Coverage. In addition to variable exceptions such as taxes, easements, CC&R's, etc., the Exceptions from Coverage in a Standard Coverage policy will also include the Western Regional Standard Coverage Exceptions listed as 1 through 7 below: 1. (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 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 at Date of Policy but that could be (a) ascertained by an inspection of the Land or (b) asserted by persons or parties in possession of the Land. 3. Easements, liens or encumbrances, or claims thereof, not shown by the Public Records at Date of Policy. 4. Any encroachment, encumbrance, violation, variation, easement, 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 at Date of Policy. 5. (a) Unpatented mining claims; (b) reservations or exceptions in 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, material or equipment unless such lien is shown by the Public Records at Date of Policy. 7. Any claim to (a) ownership of or rights to minerals and similar substances, including but not limited to ores, metals, coal, lignite, oil, gas, uranium, clay, rock, sand, and gravel located in, on, or under the Land or produced from the Land, whether such ownership or rights arise by lease, grant, exception, conveyance, reservation, or otherwise; and (b) any rights, privileges, immunities, rights of way, and easements associated therewith or appurtenant thereto, whether or not the interests or rights excepted in (a) or (b) appear in the Public Records or are shown in Schedule B. Attachment One (11/04/22) ATTACHMENT ONE (CONTINUED) 2006 ALTA 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 expenses that arise by reason of: 1. (a) Any law, ordinance, permit, or governmental regulation (including those relating to building and zoning) restricting, regulating, prohibiting, or relating to (i) the occupancy, use, or enjoyment of the Land; (ii) the character, dimensions, or location of any improvement erected on the Land; (iii) the subdivision 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. (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 claims, or other matters (a) created, suffered, assumed, or agreed to by the Insured Claimant; (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 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 Date of Policy (however, this does not modify or limit the coverage provided under Covered Risk 9 and 10); or (e) resulting in loss or damage that would not have been sustained if the 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 transaction 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 attaching between Date of Policy and the date of recording of the deed or other instrument of transfer in the Public Records that vests Title as shown in Schedule A. EXCEPTIONS FROM COVERAGE This policy does not insure against loss or damage, and the Company will not pay costs, attorneys' fees, or expenses that arise by reason of: NOTE: The 2006 ALTA Owner's Policy may be issued to afford either Standard Coverage or Extended Coverage. In addition to variable exceptions such as taxes, easements, CC&R's, etc., the Exceptions from Coverage in a Standard Coverage policy will also include the Western Regional Standard Coverage Exceptions listed below as 1 through 7 below: 1. (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 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 at Date of Policy but that could be (a) ascertained by an inspection of the Land, or (b) asserted by persons or parties in possession of the Land. 3. Easements, liens or encumbrances, or claims thereof, not shown by the Public Records at Date of Policy. 4. Any encroachment, encumbrance, violation, variation, easement, 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 at Date of Policy. 5. (a) Unpatented mining claims; (b) reservations or exceptions in 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, material or equipment unless such lien is shown by the Public Records at Date of Policy.] 7. Any claim to (a) ownership of or rights to minerals and similar substances, including but not limited to ores, metals, coal, lignite, oil , gas, uranium, clay, rock, sand, and gravel located in, on, or under the Land or produced from the Land, whether such ownership or rights arise by lease, grant, exception, conveyance, reservation, or otherwise; and (b) any rights, privileges, immunities, rights of way, and easements associated therewith or appurtenant thereto, whether or not the interests or rights excepted in (a) or (b) appear in the Public Records or are shown in Schedule B. Attachment One (11/04/22) American Land Title Association ALTA INFORMATION COLLECTION FORM Prvtecting the ,\meriu1x1 Drec1tn Since 1907 Under 31 U.S.C. § 5326(a), the Treasury Department's Financial Crimes Enforcement Network (FinCEN) issued a Geographic Targeting Order to title insurance companies requiring the collection of beneficial ownership information for certain real estate transactions. Please complete the below questionnaire. This Company will rely on the answers provided to meet its reporting obligations. Who is completing this form? Name Positionrritle Company/Law Firm Postal Address (Headquarters) City State I Zip Phone Email Fax Transactional Information Property Address (If multiple properties see NOTE below): City I State I Zip I County Date of Settlement I ;otal purchase price (If multiple properties see NOTE below) Type of Transaction: □ Residential (1-4 family) □ Commercial I Bank Financing: □ Yes □ Purchaser type: □ Natural Person □ Corporation □ LLC □ Partnership □ Other NOTE: If more than one property is purchased, list each address and purchase price on an addendum. Purchase Funds Information Total Amount paid by below instruments: $ Which type of Monetary Instruments were used (Use check boxes below) □ U.S. Currency (Paper money and coin) □ Foreign Currency Country: □ Cashier's check(s) □ Money order(s) □ Certified check(s) □ Personal or Business check(s) □ Wire or other funds transfer(s) □ Virtual Currency No ALTA Information Collection Form (Rev. 12/2018) SSCORPD5620.doc / Updated: 01.03.19 Page 1 Printed: 08.25.23 @ 04:24 PM by CA-FT-FSDG-01500.071026-9922305215 A merican Land Title Association ALTA INFORMATION COLLECTION FORM Pr(JH.x'ting the·1\merictn1 Dre(tm Sin.nJ 1907 Individual Primarily Representing Purchaser (Defined as the individual authorized by the entity to enter into legally binding contracts.) Attach Legible copy of government issued identification (i.e. passport, driver's license, etc.) Type of ID Issuing State or Country I Gov't ID No. Last Name First Name IM.I. Date of Birth I Occupation Individual Taxpayer ID No. (if none write NIA) % of ownership Address City State I Zip Purchaser's Name and Address Name of Purchaser Taxpayer ID No. or EIN (if none write NIA) I Doing Business Name (OBA) (If none write NIA) Address I City I State I Zip Complete the following pages if the real estate purchase is being made by a corporation, LLC, partnership, or other legal entity. (Do not report trusts.) For Corporations, LLCs, Partnerships and Other Entities provide the information for: • Each BENEFICIAL OWNER defined as an individual who, directly or indirectly, owns Twenty-Five Percent (25%) or more of the equity interests of the Purchaser. • If a legal entity or a series of legal entities own the equity interests of the Purchaser, provide information for each BENEFICIAL OWNER, of each legal entity in the series of legal entities. (Note: It is NOT necessary to complete the address fields if the information is on a legible copy of the government issued ID submitted to the title underwriter.) ALTA Information Collection Form (Rev. 12/2018) SSCORPD5620.doc I Updated: 01 .03.19 Page 2 Printed: 08.25.23 @ 04:24 PM by CA-FT-FSDG-01500.071026-9922305215 American Land Title Association Pnnecting the Arnericc1n Dream Sin.ce 1907 AL TA INFORMATION COLLECTION FORM Attach Legible copy of government issued identification (i.e. passport, driver's license, etc.) Type of ID Issuing State or Country I Gov't ID No. Last Name First Name IM.I. Date of Birth I Occupation Individual Taxpayer ID No. (if none write NIA) % of ownership Address City State I Zip Attach Legible copy of government issued identification (i.e. passport, driver's license, etc.) Type of ID Issuing State or Country I Gov't ID No. Last Name First Name IM.I. Date of Birth I Occupation Individual Taxpayer ID No. (if none write NIA) % of ownership Address City State I Zip Attach Legible copy of government issued identification (i.e. passport, driver's license, etc.) Type of ID Last Name Date of Birth I Occupation Address ALTA Information Collection Form (Rev. 12/2018) SSCORPD5620.doc / Updated: 01.03.19 Issuing State or Country I Gov't ID No. First Name Individual Taxpayer ID No. (if none write NIA) City Page 3 IM.I. % of ownership State I Zip Printed: 08.25.23 @ 04:24 PM by CA-FT-FSDG-01500.071026-9922305215 American La nd Title Association Prmecting :hf.'t\rnerictw Dre<Hn Silice l 907 AL TA INFORMATION COLLECTION FORM Attach Legible copy of government issued identification (i.e. passport, driver's license, etc.) Type of ID Issuing State or Country I Gov't ID No. Last Name First Name IM.I. Date of Birth I Occupation Individual Taxpayer ID No. (if none write NIA) % of ownership Address City State I Zip Attach Legible copy of government issued identification (i.e. passport, driver's license, etc.) Type of ID Issuing State or Country I Gov't ID No. Last Name First Name IM.I. Date of Birth I Occupation Individual Taxpayer ID No. (if none write NIA) % of ownership Address City State I Zip Attach Legible copy of government issued identification (i.e. passport, driver's license, etc.) Type of ID Last Name Date of Birth I Occupation Address ALT A Information Collection Form (Rev. 12/2018) SSCORPD5620.doc I Updated: 01.03.19 Issuing State or Country I Gov't ID No. First Name Individual Taxpayer ID No. (if none write NIA) City Page4 IM.I. % of ownership State I Zip Printed: 08.25.23 @ 04:24 PM by CA-FT-FSDG-01500.071026-9922305215 American Land Title Association AL TA INFORMATION COLLECTION FORM Attach Legible copy of government issued identification (i.e. passport, driver's license, etc.) Type of ID Issuing State or Country I Gov't ID No. Last Name First Name I M.I. Date of Birth I Occupation Individual Taxpayer ID No. (if none write NIA) % of ownership Address City State I Zip Attach Legible copy of government issued identification (i.e. passport, driver's license, etc.) Type of ID Issuing State or Country I Gov't ID No. Last Name First Name IM.I. Date of Birth I Occupation Individual Taxpayer ID No. (if none write NIA) % of ownership Address City State I Zip I declare that to the best of my knowledge, the information I have furnished is true, correct and complete. I understand that this Title Company will rely on this information for the purposes of completing any reports made pursuant to an obligation under 31 U.S.C. § 5326(a). IN WITNESS WHEREOF, the undersigned have executed this document on the date(s) set forth below. 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