HomeMy WebLinkAboutCDP 2024-0049; SCHWEITZER ADU; Coastal Development Permit (CDP).,
{~Cicyof
Carlsbad
LAND USE REVIEW
APPLICATION
P-1
Development Services
Planning Division
1635 Faraday Avenue
442-339-2600
• www.carlsbadca.gov
[§j SUBMITTAL INFORMATION -ALL APPLICATIONS
NAME OF PROJECT: _s_ch_w_ei_tz_er_A_o_u __________________________ _
BRIEF SUM MARY OF PROJECT: construct 415 sf studio ADU per permit ready program
APPLICATIONS APPLIED FOR: Check the appropriate boxes for the application types for which you are applying.
(CHECK ALL APPLICABLE BOXES)
Develooment Permits (FOR DEPT. usE oNL Y) Legislative Permits (FOR DEPT. USE ONLY)
M, Coastal Development Permit
D Major ~ Minor
0 Conditional Use Permit
0 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
0 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 D Minor
NOTE: A PROPOSED PROJECT REQUIRING APPLICATION SUBMITTAL MUST BE
MADE BY APPOINTMENT OR THROUGH THE CSS ONLINE PORTAL.
P-1 Page 1 of5
D General Plan Amendment
D Map OText
D Local Coastal Program Amendment
D Map OText
D Master Plan
D New Plan □Amend
D Specific Plan
D New Plan D Amend
D Zoning Change
D Map OText
Misc. Permits (FOR DEPT. USE ONLY)
D Planning Determination
D City Planner D PC Appeal
D Historic Preservation
D Register D Mills Act
D Reasonable Accommodation
FOR CITY USE ONLY:PE-V' /If) __
DEV CASE NO.: 20lf•Olli REC. BY: Ti.u/y,t C~
DATE STAMP APPLICATION RECEIVED
OCT 2' 1 2024
PU\NNING DIVISION
Revised 07/23
WHAT IS A PROJECT APPLICATION?
A Land Use Review Application is the primary means by which the Planning Division collects information
necessary to initiate plan review for a proposed development project and to schedule a development
project for discretionary review. Discretionary review is necessary to evaluate conformance with
regulations, standards, policies, and guidelines before a permit can be issued.
To help ensure a complete and accurate submittal, the Planning Division has developed submittal
requirements and corresponding checklists. Please review the following information to learn more about
the city's intake and review procedures. Many projects that require a permit from the Planning Division
might also require an engineering or building permit to implement the project. Consult with planning
staff before submitting a development permit application.
WHAT IS THE PROCESS?
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 developed policies to help ensure that discretionary
permit applications are timely processed in accordance with the Permit Streamlining Act. The Act's
shot clock starts on the intake date the Planning staff accepts a duly filed application.
4. Staff Response. Division policy requires the case planner to compile department comments and
complete city review by notifying the Applicant, Property Owner, or Agent within 30 days of whether
the application is complete. (There might be circumstances that dictate a different processing
timeline.) The city review letter will include written notice of the status of your application as
"incomplete" or "complete."
• Incomplete -If the application is determined to be incomplete, staff will detail the missing
information in a city review letter. A city review letter might also identify specific outstanding
review issues with the project, and any other required materials or 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. Environmental Clearance. When Planning staff determines the application is determined to be
complete, and the project has a stable project description, then the city has an additional 30 days to
determine the level of environmental review required. The time needed to complete the
environmental study is determined by the type of environmental review required.
Page 2 of 5 Revised 07/23
JAN 3 2025
PU\f\lNING DiVl~:;JON
{city of
Carlsbad
AUTHORIZATION, CONSENT, AND
DISCLOSURE STATEMENT
P-1(A)
Development Services
Planning Division
163S Faraday Avenue
442-339-2600
www carlsbadca.gov
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This submittal form (Port A through Port F} must be completed as part of your application with the City
of Carlsbad. Your project cannot be reviewed until this information is compfeted.
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 oppficable.
Provide nome(s) of the person(s} authorized to sign on behalf of the organization. (A separate page may
be attached if necessary.) IF NO INDIVIDUALS OWN MORE THAN l 0% OF THE SHARES, PLEASE fNDICA TE
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:
Assessor's Map Book, Page and Parcel (APN/APNs): _2_0_7_-1_3_0_-_0_4_-0_0 __________ _
__________________________ , _____ ; and
Street Address (if applicable): 3933 James Drive, Carlsbad CA 92008
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 ~nd the information is truel'f ~
l. Name: (1,,,-:,\.ifl\-t( '3.:.l\ 1,1.., e \ t-G\,( ( Signature: _.,,.(,:-".--1<~,...d.__-'==r-------
Signature: _______________________ _
Phone Number: 3v\ :i 3:3 cj?.c, Y Email: ~~uJ e\\----0.t <(.~ Gg k¼?t., l. (u.,...•\
Contact Address: .-3-~ \ vv\ p<;, \X 1 ... I C O'f-,
2. Name:~{\ -Ja\e_(\:e.. Signature:,.~ .... _, ____ :~;;:;;· .• ~ •
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Phone Number~\h) 'SY t.l ~q \ '1,.1-Emair(~a~s\\~~ ~Vv\C\.~ \. U
Contact Address: 3q 3:) ,)qMe~ v,, Ccl(~t')q_~ CA-Cf?,oce,
NOTE: For additional names, please use a separate sheet of paper.
Pagel of 6
P-1(A) Form Rev 4/2024
IMPORTANT: A Grant Deed is required if the ownership does not match city records. Ownership on the
deed must correspond e><octly 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 an•1 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 nghts (or implied bundte of rights), the city might require
recordation of a Covenant and Agreement for Offsite Improvements and Release of Liability as a
cond!tion of project approval.
Does the project's limits of disturbance encroach on property not owned by the Property Owner?
0 Yes 0 No If yes, attach adjacent owner authorization.
PART B. Owner Declarations (to be signed by Property Owner)
I/We hereby certify that I/we 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 appliqtion 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 of the approval, permit, or other authorizations provided.
S. Prior to any use of the project site ~rsuant to the permit issued, all conditions of approval (if
any) will be completed or secy~e in e manner stat d or required.
Property Owner Signature(s}: -...1-cr--'t-"-"'f--r-----,'----'--',l-"---------------
Date:
Page 2 of 6
P· 1(A) Form Rev 412024
PARTC. Project Team Information (complete all applicable fields)
Applicant: D Same as Owner 0 Different from Owner
Name (if different from Owner): _M_a_tt_h_e_w_R_in...;;;g _________________ _
Company or Firm: _M_B_R_d_e_si_g_n_s ______________________ _
Phone Number: 760-415-1650 Email: mbrdesigns@grnail.com ----------
Contact Address: 6708 Paseo Del Vista City: Carlsbad State: CA Zip Code: 92009
Agent or Representative: □ Same as Applicant 121 Different from Applicant □N/A
Name (if different from Applicant): _M_a_t_th_e_w_R_in_g _________________ _
Company or Firm: _M_B_R_d_e_s..;;;ig_n_s ______________________ _
Phone Number: 760-415-1650 Email: mbrdesigns@gmail.com ----------
Contact Address: 6708 Paseo Del Vista City: Carlsbad State: CA Zip Code: 92009
Other {specify Architect, Engineer, CEQA Consultant, etc.}: ______________ _
Name: Matthew Ring
Company or firm: _M_B_R_d_e_si_g_n_s ______________________ _
Phone Number: 760-415-1650 Email: mbrdesigns@gmail.com ----------
Contact Address: 6708 Paseo Del Vista City: Carlsbad State: CA Zip Code: 92009
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.
PART D. Single "Point of Contact" Designation
A single "point of contact" is cm 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: D Applicant □ Property Owner 0 Agent D Other _______ _
Page 3 of 6
P-1(A) Form Rev 4/2024
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 0 No If yes, indicate person{s}: __________________ _
NOTE: Attach additional sheets if necessary.
PART F. Applicant Declarations (to be signed by Applicant)
I hereby certify 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 infqrmation 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 certify that the description of the development and all the plans and supporting
documentation are accurate in all material respects as of the date when made. I understand
that it is my responsibility to ensure that statements and representations are not misleading.
Furthermore, I agree to promptly remove, correct, or add information as needed to correct any
misleading or materially inaccurate information. I understand that any misstatement or
omission of the requested information or of any information subsequently requested might be
Page 4 of 6
P•1(A) Form Rev 4/2024
grounds for rejecting the application, deeming the application incomplete, denying the
application, suspending or revoking a permit issued on the basis of these or subsequent
representations, or for the seeking of such other and further relief as deemed appropriate by
the City of Carlsbad.
7. 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.
8. 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 online, outside of the city's control.
9. 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.
10. I understand that the overall design process consists of several steps. each with increasingly
more detail. The planning phase is one of the first steps in the design process. A Land Use
Review Application (or "planning application") consists only of a schematic design package. If
the project is approved or conditionally approved, the schematic design phase is immediately
followed by a design development phase (with construction drawings). Construction drawings,
such grading and drainage plans, are much more comprehensive and provide additional detail,
specificity, and instructions on how to build and implement the project.
Review comments, statements, or approvals from the City of Carlsbad concerning a Land Use
Review Application are based on the representations of the intent of design and construction.
City comments and statements are believed to be accurate; however, such accuracy is not
guaranteed when implementing the intended design solution. I understand that the approval or
conditional approval of a Land Use Review Application does not replace the more thorough
review of the construction drawings by the city or another agency during the design
development phase; or services or recommendations provided by design professionals, such as
architects, engineers, code professionals, etc. Furthermore, the approval or conditional approval
of a Land Use Review Application does not relieve the Applicant of the obligation from
complying with all applicable regulations, standards, policies, and guidelines applicable to the
design development phase. Therefore, the ultimate design solutions required in construction
drawings may differ from the project's initial schematic design.
The 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.
Page 5 of 6
P-1(A) Form Rev 4/2024
Modifications beyond the sc'ope described in the approved plan set might require submittal of I an amendment to the permit and approval by the authorized review body.
I
11. Should any proponent of the project fail to file a timely and 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
I
things required of or by the ~pplicant pursuant to all of the terms, provisions, and conditions of
the issued permit or other approval.
12. 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, actio~, 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
I
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
proceeding whether incurrep 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 riity upon demand any amount owed to the city pursuant to the
I
indemnification requirement's prescribed.
I By signing below, I acknowledge that I have completely read, understand, and agree to the declarations
above and accept all terms set forth i?::
Applicant Signature: -1(Y).......,.,.._...,__,_~-"'""'",-' _____________________ _
Name: Matthew Ring Date: 9.24.24 --------
This form must be stapled/attached to the application and shall be effective until replaced or
revoked in writing. •
Page 6 of 6
P-1{A} Form Rev 4/2024
{_ Cicyof
Carlsbad
PROJECT DESCRIPTIC __
P-1(8) Development Services
Planning Division
CITY OF Ci\F{LSl~!\'.:.: 1635 Faraday Avenue
442-339-2600
JAN 3 2025 www.carlsbadca.gov
PLANNING DIVJSIOl'l
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APPI..ICATION ,-NFQR1MAT(ON . , • · . .'
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This submittal form (Part A and Part BJ 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 information 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 applyi,:ig. Consult with the
Planning Division 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, parking 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 customers, 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.
Page 1 of4
P-l(B) Form Rev 4/2024
PART A.
I I
Project Summary Information
NAME OF PROJECT: Schweitzer ADU -------------------------------
APPLICATION PERMIT TYPES REQUESTED: Minor CDP & Building Permit
ACCESSOR PARCEL NUMBERS: 207-130-04-00 ---------------------------
PROPER TV ADDRESS: 3933 James Drive, Carlsbad CA 92008
CONTACT: 111 Applicawope~r
Signature: •
Name: Matthew Ring
□Agent
Date: 12.29.24
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.
Homeowner is applying to construct a 394 SF ADU utilizing the City of Carlsbad Permit Ready ADU
Program. The intention is to utilize this ADU for an elderly family member so that they may age in
place independently with family .members in close proxemity. Propose ADU is intended to be in line
with character and the scale. of the existing single family neighborhood. Care has been taken to locate
the ADU in a locaiton that should impact adjacent neighbors as little as possible.
Page 2 of 4
P-1(8) Fonn Rev 4/2024
PART B. Supplemental lnform~tion
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).
Yes No
l. A very high fire hazard severity zone, as determined by the Department of Forestry D -[!]
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 D IB]
660 FW 2 (June 21, 1993).
3. A hazardous waste site that is listed pursuant to Government Code§ 65962.5 or a D [8]
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(CJ.
4. A special flood hazard area subject to inundation by the 1 percent an_nual chance
flood (100-year flood) as determined by the Federal Emergency Management
Agency in any official maps published by the Federal Emergency Management
Agency.
5. A delineated earthquake fault zone as determined by the State Geologist in any
official maps published by the State Geologist.
6. Any historic or cultural resources known to exist on the property.
7. The project requires any approvals under the Subdivision Map Act, such as a parcel
map, a tentative map, or a condominium map.
NOTE: If "yes," you may need to complete Form P-1(E) and Form P-l(F).
8. Any existing residential use on the site (units or structures)?
NOTE: If "yes," you must complete Form P-38.
9. The project require a Density Bonus Approval.
NOTE: If "yes," you must complete Forms P-l(H).
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Page 3 of 4
P-l(B) Fonn Rev 4/2024
10. 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.
b. If "yes," does any portion of the property contain environmentally sensitive
habitat areas, as defined in Public Resources Code§ 30240.
NOTE: If "yes," you may need to complete Form P-17 or Form P-18.
c. If "yes," does any portion of the property contain a tsunami run-up zone or
mapped inundation area.
d. If "yes," does any portion ofthe property contain any public access to or along
the coast.
11. 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.
12. 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.
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I/We declare under penalty of perjury that I/we have reviewed this Affidavit and the information furnished is true
and correct.
Name: Matthew Ring ¼
Signature: (Y)
This form must be stapled/attached to the application and shall be effective until replaced or revoked in writing.
NOTE: The Applicant, Property Owner, or Agent should use this form when submitting project revisions to update
the information provided in response to issues raised by during the course of the city's review.
Page 4 of 4
P-l(B) Form Rev 4/2024
\
EIA INFORMATION
FORM
Development Services Ccicyof
Carlsbad P-1(D)
Planning Division
.. , _ , " 0 n ". ;, 1 1635 Faraday Avenue c I rY or-c 1-, i, L_• 0 1• ·\. ) 442-339-2600
JAN 3 2025
www.carlsbadca.gov
PLANNING DIVlSIOr-.J
·1. :'~~P~l.~AT~ON _:I ~:~~-~~ATIQf:J . •. •. .::.· ~ • = . -·~ • }: .. :. . . .:: ;-:, . _. : • .
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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 process. 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, staten:ients, and information
presented are true and correct to the best of my knowledge and belief.
NAME OF PROJECT: Schweitzer ADU -----------------------------
BRIEF SUMMARY OF PROJECT: Construct 394 sf studio ADU per permit ready program
LOCATION: 3933 James Drive, Carlsbad CA 92008
CONTACT: ll<l Applic~ ,R P~Owner
Signature: ~ ~
□ Agent
Name: Matthew Ring Date: 12.29.24
NOTE: Except where circumstances dictate _a different processing timeline pursuant to state law, 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-1 (D) Form Rev 6/2023
PART A. Requested Environmental Clearance (All Projects)
~ DON'T KNOW/ UNKOWN. It is unknown how CEQA applies to this project.
□ CEQA APPLICABILITY -NOT A PROJECT. The requested activity associated with the application
package is NOT a "project" as defined by CEQA (Public Resources Code§ 21065; CEQA Guidelines
§ 15378.
Applicable Public Resource Code or CEQA Guidelines Sec.: _____________ _
□ EXEMPT FROM ENVIRONMENTAL REVIEW. An Applicant, Property Owner, or Agent
contemplating using a CEQA exemption should carefully review both the Public Resources Code
and the State CEQA Guidelines to determine whether specific criteria apply that may or may not
be applicable to their proposed project. To assist the city in assessing whether the proposed
project is exempt from further review, the Applicant, Property Owner, or Agent may be asked to
provide written explanation and substantiate the requested exemption (see below).
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 DOCUMENTATION MUST BE ATTACHED. Written evidence
must include why the quested exemption is not negated by some sort of an
exception to the exemption, pursuant to CEQA Guidelines §15300.2 and Chapter
19.04 ofthe Carlsbad Municipal Code.
□ Other type of exemption, such as Agricultural Housing, Affordable Housing, and
exemption for residential projects in a specific plan, etc. (Article 12.5 of the CEQA
Guidelines;§ 15182; § 15183; Public Resou_rces 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, or Negative Declaration) will be
required to be prepared, per CEQA and Chapter 19.04 of Carlsbad's Municipal Code. The city will
typically complete its initial environmental study thirty days after an application is· determined
complete, consistent with Public Resources Code § 21080.2; CEQA Guidelines§ 15102, unless the
timeframe is extended.
Page 2 of 5
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 prqject, a Petition for
Use of Prior CEQA Document or tiering checklist ( as required by CEQA) may be filed which will be reviewed
and considered. It is important to note that the details of the request must be carefully evaluated and
Planning staff's recommendation or decision for environmental review may change .
. NOTE: If you have any questions regarding what constitutes an environmental resource of concern,
Planning staff may be contacted for further information. The clarity and accuracy of the information you .
provide is critical for purposes of quickly determining the specific environmental effects of your project.
1. Describe each item as it relates to the PROJECT SITE:
. '
a. Existing land uses/ structures: _S_i_n-=-g_le_F_a_m_i_cly_R_e_s_id_e_n_c_e ___________ _
b. Topography/ slope: Sloping west to east less than 10%
' c. vegetation: Mostly exposed soil with patches of ornamental vegetation
d. Wildlife: none observed
e. Surface waters: none ---------------------------
f. Cultural/ historical resources: none ----------------------
g. Other: _n_o_n_e ___________________________ _
2. Describe each item as it relates to the SURROUNDING AREA:
a. Existing land uses/ structures: _S_in_g_l_e_F_a_m_ily_R_e_s_id_e_ti_a_l ____________ _
b. Topography/ slope: Sloping west to east
c. Vegetation: largely ornamental landscape
d. Wildlife: .none observed
e. Surface waters: none ---------------------------
f. Cultural/ historical resources: _n_o_n_e ___________________ _
g. Other: _n_o_n_e _____ .,;_ _____________________ _
Page 3 of 5
P-l(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.
light grading of portion of the site to construct ADU. No secondary, support or off site features
required for this project.
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. ·
Impact of this project shall be minimal. During construction dust mitigiation should be
employed. Street sweeping, if needed should be used tp minimize debris.
Are the following items applicable to the project or its effects? Discuss all items checked "yes" (attach
additional sheets as necessary).
5. Change in existing features of any bays, tidelands, beaches, or hills, or substantial
alteration·ofground contours.
6. Change in scenic views or vistas from existing residential areas or public lands or
roads.
7. Change in pattern, scale or character of general area of project.
8. Significant amounts of solid waste or litter.
9. Change in dust, ash, smoke, fumes or odors in vicinity.
10. Change in ocean, bay, lake, stream or ground water quality . or quantity, or
alteration of existing drainage patterns.
10. Substantial change in existing noise or vibration levels in the vicinity.
11. Site on filled land or on slope of 10 percent or more.
12. Use of disposal of potentially hazardous materials, such as toxic substances,
flammables or explosives.
13. Substantial change in demand for municipal services (police, fire, water, sewage,
etc.).
14. Substantially increase fossil fuel consumption (electricity, oil, natural gas, etc.).
15. Relationship to a larger project or series of projects of the same type in the same
general area.
Yes No
□ 0
□ 0
□ 0
□ 0
□ 0
□ 0
□ 0
□ 0
□ 0
□ [!]
□ ~
□ 0
Page 4 of 5
P-l(D) Form Rev 6/2023 .
Yes No
16. Site with tree groves, rock outcroppings, or similar resources. □ ~
17. Site with sensitive plant or animal habitats, defined by the California Endangered □ IB]
Spetial 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 □ ~
prehistoric periods.
19. Site has buildings or structures, including houses, garages, barns, commercial □ ~
structures, etc. with extant architecture that are usually more than 45 years old.
NOTE: The city requires completion of this form for informational purposes. An affirmative response to any
of the items does not necessarily trigger special or additional CEQA review. Any environmental studies (i.e.,
biological, cultural resource, traffic, noise) that are necessary 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.
AJ~vv ~tf t~t~~ ·or or~i naric~s_;requiri'a;~'~pci~~{o,•::~,~k!~~tj~io,H~ Mi~e~n,,,it~:.~it~Jrtim,e .. lim.i!~.thaJare •• ~oj
short• t,ha~rev1ev., qJt~e p~()Ject under,J.:~ClAt1me,4.l!,mtt~. VJ04l~ •• ,be ·d1ff).ctJJt:Jo en~~IeJhe c1tyt<tc;orriply1
·i~Ji!~~;:~,~~;~~!tJeJ¼~1w:::~:~t:d.:~~~:i•~!~c;~i~~'~3tM~~'!·.~~;t~1t~~::li·~!t~~i%.o~:t~!rJ;j:;::1
environ111¢rit~I docurrientatioffiequi .. •·. ·, .... Y,Cl:ClA i{suffi~ietlttoJnible the city tofinish~the c:'EQA. processl
~ithinth§•:~ho'rter.perr.nit ti,mejifnit.;2;:J:1r· ... ·· " .. ·.· ... •. •.· ... ·,:,:,,¼ •... :.: .• , ,, · ....•. , ..•.•.... · .·.• ... ·••.·· ·.~·· ; ii ,: .•. ·•··· .· / ,;/: » j
This form must be stapled/attached to the application and shall be effective until replaced or revoked
in writing.
Page 5 of 5
P-I (D) Form Rev 6/2023
~,. {__ Cicyof
Carlsbad
MINOR
COASTAL DEVELOPMENT PERMIT/
SINGLE FAMILY RESIDENCE
APPLICATION
P-6
Development Services
Planning Division
1635 Faraday Avenue
(442) 339-2610
www.carlsbadca.gov
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'.) ClTY OF C/.,i?L.'.~:l :/\
I. GENERAL BACKGROUND FEB 2 0 2025
A. Estimated Cost of Development: PLANNI/\JG UIV<:1,J:-1
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 the current fee schedule for the appropriate $/square foot fee rate.
⇒ New Residential Square Footage:
394 square feet x $ 209.61 /sq. ft. = $_8--'2,_58_6_.34 ______ _
⇒ Residential Addition Square Footage:
___ -,-__ square feet x $ ____ /sq. ft.=$ _________ _
⇒ Any Garage Square Footage:
______ square feet x $ ____ /sq. ft.~$ _________ _
⇒ Residential Conversion Square Footage:
______ square feet x $ ___ -'/sq. ft. = $ _________ _
⇒ 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. = $ __________ _
COST OF DEVELOPMENT ESTIMATE: $ 31.,? '6 lt, ? ~ \
B. Do you wish to apply for:
1. A Minor Coastal Development Permit (Under $60,000 cost estimate)~
2. A Coastal Development Permit ($60,000 or more cost estimate) D
C. Street address of proposed development
3933 James Drive, Carlsbad, CA 92008
P-6 Page 1 of7 Revised 3/22
-
D. Assessor's Parcel Number of proposed development
207-130-04-00
E. Development Description:
Briefly describe project:_AP--11>".Jl+--------------------
F. Describe the present land uses (i.e. vacant land, single family homes, apartments, offices,
etc.} that surround the proposed development to the:
North: Single Family Residence
South: Single Family Residence
East: Single Family Residence
West: .Single Family Residence
G. Is project located within a 100-year flood plain?
11. PRESENT USE OF PROPERTY
A. Are there existing structures on the property? fZI Yes D No
If yes, please describe.
2,040 sf 1 story single family residence built in 1963.
8. Will any existing structure be removed/demolished? D Yes ~ No
If yes to either question, describe the extent of the demolition or removal, including the relocation
site, if applicable (also show on plans).
Ill. LOT COVERAGE
A. Existing and Proposed
Existing Pro12osed Total
Building Coverage 2,506 . 394+124 Sq. °ftADU+COVERED PATl($q. ft. 3,024 sq. ft. 40.2
Landscaped Area 3,087 sq. ft. sq. ft. 2,257 sq. ft. 30.1
Hardscape Area 1,933 sq. ft. 394 sq. ft. 2,224 sq. ft. 29.7 ·
Unimproved Area (Left Natural) 0 sq. ft. 0 sq. ft. 0 sq. ft. 0
P-6 Page 2 of7 Revised 3/22
%
%
%
%
P-6
B. Parking: Number of existing spaces 2 garage, 2 driveway
Number of new spaces proposed _o _____ _
Existing/Proposed TOTAL: _4 ______ _
Number of total spaces required _2 _____ _
Number of covered spaces _2 ______ _
Number of uncovered spaces _2 ______ _
Number of standard spaces _4 ______ _
Number of compact spaces _o ______ _
Is tandem parking existing?
Is tandem parking proposed?
OYes#_Q!No
OYes#_Q!No
C. Grade Alteration:
Is any grading proposed? QI Yes D No
If yes, please complete the following:
1. Amount of cut _4_2_.6 _________________ cu. yds.
2.
3.
4.
5.
Amount of fill _o __________________ cu. yds.
Maximum height of fill slope O feet
• Maximum height of cut slope 2.2 feet
Amount of import or export 42.6 cu. yds.
6. Location of borrow or disposal site TBD -to be disposed per code
Page 3 of7 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.
~b. Location, size and use of all easements.
~c. 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.
~d. Distance between buildings and/or structures.
~e. Building setbacks (front, rear and sides).
~f. Location, height and materials of walls and fences.
~9-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.
~j. Indicate method (PV-heat pump, solar) that satisfies hot water heating requirements per
Ordinance No. CS-347.
~k. 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.
~(7) Number of parking spaces required/provided.
n/a 0(8) Square Footage of open or recreational space (if applicable).
n/a 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? -yes/no
(b) Energy Efficiency requirement -yes/no
(c) Photovoltaic requirement -yes/no
i. ___ KW~dc roof mounted
ii. ___ KW-de ground mounted
iii. ___ KW-de total project
(d) Electric Vehicle Charging requirement yes/no
i. ____ # EV Chargers
ii. ____ # EV Ready
iii. ____ # EV Capable
(e) Hot Water Heating requirement yes/no
(f) Traffic Demand Management Required yes/no
Page 4 of7 Revised 3/22
-·
~I. All applicable Fire Suppression Zones as required by the City's Landscape Manual.
8. 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 Planning 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:
~1. 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).
~2. Earthwork volumes: cut, fill, import and export.
~3. Spot elevations at the corners of each pad.
~4. Method of draining each lot. Include a typical cross section taken parallel to the frontage
for lots with less than standard frontage.
~5. 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.
~6. 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:
~ 1. Location and size of storage areas.
~2. 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).
~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
responsibility 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.
II. REQUIRED DOCUMENTS AND SUBMITTAL ITEMS
Q]A.
Q]B.
n/aOc.
P-6
A completed Land Use Review Application Form.
Completed Coastal Developmtrnt 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 of 7 Revised 3/22
n/a OJ.
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 (HONPOA). 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 100' radius of the subject
property, all occupants within a 100' radius and the applicable HONPOA. 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 MAGNOLIAAVE
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:
UNACCEPTABLE UNACCEPTABLE ACCEPTABLE
Occupant Occupant OCCUPANT
123 Magnolia Ave., Apt. #3 123 Magnolia Ave. APT3
Carlsbad, CA 92008 Apt. #3 123 MAGNOLIA AVE
Carlsbad, CA 92008 CARLSBAD CA 92008
UNACCEPTABLE UNACCEPTABLE ACCEPTABLE
Mrs. Jane Smith Mrs. Jane Smith MRS. JANE SMITH
123 Magnolia Ave., Apt. #3 123 Magnolia Ave. APT3
Carlsbad, CA 92008 Apt. #3 123 MAGNOLIA AVE
Carlsbad, CA 92008 CARLSBAD CA 92008
3. 600' Radius Map: A map to scale not less than 1 "=200' showing each lot within 600' 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 7 of? Revised 3/22
Development Services
Planning Division
1635 Faraday Avenue
CLIMATE ACTION PLAN
CONSISTENCY CHECKLIST
P-30 ( 442) 339-2610
www.carlsbadca.gov
(city of
Carlsbad
CITY Or-Cf\RL-)~A I
OCT 2 1 2024
PURPOSE
In September 2015, the City of Carlsbad adopted a Climate Action Plan (CAP) that outlines actions that
the city will undertake to achieve its proportional share of state greenhouse gas (GHG) emissions
reductions. This checklist contains measures that are required to be implemented on a project-by-project
basis to ensure that the specified emissions targets identified in the Climate Action Plan (CAP) are
achieved. Implementation of these measures will ensure that new development is consistent with the
CAP's assumption for relevant CAP strategies toward achieving the identified greenhouse gas (GHG)
reduction targets. In this manner, a project's incremental contribution to a cumulative GHG emissions
effect may be determined not to be cumulatively considerable if it complies with the requirements of the
CAP, in accordance with CEQA Guidelines Sections 15064(h)(3), 15130(d), and 15183(b). *
*City staff are currently not assessing the greenhouse gas impacts of California Environmental Quality Act
projects by using the Climate Action Plan as a qualified GHG reduction plan under CEQA section
15183.S(b). Please consult with the Planning Department for further guidance. Additional information
may be found on the Climate Action Plan project website.
This checklist is intended to assist project applicants in identifying CAP ordinance requirements and
demonstrate how their project fulfills those requirements. This checklist is to be completed and included
in applications for new development projects that require discretionary review. The specific applicable
requirements outlined in the checklist shall be required as conditions of project approval for CAP
compliant projects with streamlined GHG emissions assessments. This checklist (i.e. Form P-30) is
complementary to the checklist provided in Form 8-50, which is specific to building permits and required
for building permit applications.
APPLICATION SUBMITTAL REQUIREMENTS
• The completed checklist must be included in the project submittal package or building permit
application. Application submittal procedures can be found on the City of Carlsbad website. This
checklist is designed to assist the applicant in identifying the minimum CAP-related requirements
specific to their project. However, it may be necessary to supplement the completed checklist with
supporting materials, calculations or certifications, to demonstrate full compliance with CAP
requirements. For example, projects that propose or require a performance approach to comply
with energy-related measures will need to attach to this checklist separate calculations and
documentation as specified by the ordinances.
• If an item in the checklist is deemed to be not applicable to a project, or is less than the minimum
required by ordinance, an explanation must be provided to the satisfaction of the Planning Division
or building official.
• The requirements in the checklist will be included in the project's conditions of approval or issuance
of building permit.
• Details on CAP ordinance requirements are available on the city's website.
P-30 Page 1 of 8 Revised 8/24
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 la nd 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 ana lysis 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 checkl ist.
I STEP 1 Land use Consistency
Checklist Item
(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 ''Ve~', 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 MTC02e/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 (alifornia 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 08/24
I
. ~ 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.
Applicatlo, Information
Project No./Name: Schweitzer ADU
Property
Address/ APN: 3933 James Drive, Carlsbad, CA 92008
Applicant Name/Co.: Matthew Ring/MBR designs
Applicant Address: 6708 Paseo Del Vista , Carlsbad, CA 92009
Contact Phone : 760-415-1650 Contact Email: mbrdesigns@gmail.com
Contact information of person completing this checklist (if different than above):
Name:
Company
name/address:
Contact Phone:
Contact Email:
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 valuation, by phone at 442-339-2719 or by email at building@carlsbadca.gov.
Estimated Building Permit Valuation (BPV): $ _________ _
Consiructlonlype I Con,plete Sectlpn(s> I Notes:
0 Residential
i
lXl New construction I 2A, 3A and 4A I
□ Alterations:
□ 8PV < $60,000 N/A All residential alterations
□ 8PV ~ $60,000 lA and 4A 1-2 family dwellings and townhouses with attached
□ Electrical service panel upgrade 4A garages only
Multi-family dwellings only where interior finishes are
lA and 4A removed and significant site work and upgrades to □ 8PV ~ $200,000 structural and mechanical, electrical, and/or plumbing
systems are proposed
BPV ~ $1,000,000 28 Multi-family dwellings only where ~$1,000,000 8PV AND
affecting ~75% existing floor area
I O Nonresidential
□ New construction lB, 28, 3B, 48 and
5
P-30 Page 3 of 8 Revised 08/24
]
City of Carlsbad Climate Action Plan Consistency Checklist
□ Altera tions:
□ BPV 2: $200,000 or additions 2: lB, 5 1,000 square feet
□ BPV 2: $1,000,000 18, 2B and 5 Buil ding alteration s of 2: 75% existing gross floor area
□ 2: 2,000 sq. ft. new roof addition 28 and 5 18 also applies if 8PV 2: $200,000
CAP Ordinance Compliance
Cheddlst Item
Check the appropriate boxes, explain all not applicable and exceirtion Items, and provide supportlns calculations and documentation as
necessary.
1. Enersy Efficiency l
Please refer to Carlsbad Ordinance No. CS-437 for more information when completing this section.
A. D Residential addition or a Iteration .? $60,000 building permit valuation.
See Ord. Cs-437.
Year Built Single-family Requirements
D Before 1978 Select one:
D Duct sealing D Attic insulation D Cool roof
D 1978 and later Select one:
D Lighting package D Water heating package
D Between 1978 and 1990
D 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
D Outdoor lighting: .90 Allowed Outdoor Lighting Power
AS.203.1.1.2
D Restaurant service water heating (comply with California Energy Code Section 140.5, as amended)
AS.203.1.2.1
Choose one as applicable: D .95 Energy budget D .90 Energy budget
AS.211.1. **
D On-site renewable energy
AS.211.3**
D Green power (if offered by local utility provider, 50% minimum renewable sources)
AS.212.l
D Elevators and escalators
I
□ N/A __________ _
D Exception: Home energy score .? 7
(attach certification)
Multi-family Requirements
D Attic insulation
Select one:
D Attic insulation D Duct Sealing D Cool roof
Select one:
D Lighting package D Water heating package
D N/A _________ _
□ N/A
□ N/A
D N/A
D N/A
□ N/A
D N/A
P-30 Page 4 of 8 Revised 08/24
♦
City of Carlsbad Climate Action Plan Consistency Checklist
AS.213.1
D Steel framing 0 N/A
• Includes hotels/motels and high-rise residential buildings
** For alterations:!: $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.
2. Phatovoltllc: 5yslems
A. ~ Residential new construction. Refer to carlsbad Ordinance No. C5-437 for requirements, which amends Section 150.l(cl of the CEC for single-family
residential; and Section 170.2(dl 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)
415 1 1.38+0.3
Total System Size: 1.68
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
D
D
D
D
kWdc
B. D Nonresldential 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:
D Gross Floor Area (GFA) Method
GFA:
□ If< 10,000s.f. Enter: 5 kWdc
Min. System Size:
□If:!: 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.
D 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 AppendixJA12 of the CEC.
P-30 Page 5 of 8 Revised 08/24
City of Carlsbad Climate Action Plan Consistency Checklist
3. Water Heating
A. f;:21 Residential new construction
Please refer to Carlsbad Ordinance CS-437 when completing this section.
D For systems serving individual dwelling units and achieving 60% of energy needed from on -site solar or recovered energy,
choose one:
D Single 240-volt heat pump water heater AND compact hot water distribution AND Drain water heat recovery (low-
rise residential only)
!;a Single 240-volt heat pump water heater AND PV system .3 kWdc larger than required.
D Heat pump water heater meeting NEEA Advanced Water Heating Specification Tier 3 or higher.
D Solar water heating system with electric backup that is either .60 solar savings fraction of 40 s.f. solar collectors.
D Gas or propane system with a solar water heating system and recirculation system
D Exception:
D 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:
D Recirculation system
D Solar water heating system that is either:
D .20 solar savings fraction
D .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.
D Water heating system derives at least 40% of its energy from one of the following (attach documentation):
D Solar-thermal D Photovoltaics
D Water heating system is (choose one):
D Heat pump water heater
D Electric resistance water heater(s)
D Solar water heating system with .40 solar savings fraction
D Exception:
P-30 Page 6 of 8
D Recovered energy
Revised 08/24
' . ..
..
{'cicyof
Carlsbad
STORM WATER STANDARDS
QUESTIONNAIRE .,ITY o
Development Services
Land Development Engineering
1635 Faraday Avenue E-34 JAN
I INSTRUCTIONS:
3 2025 442-339-2750
www.carlsbadca.gov
To address post-development pollutants that may be generated from development projects, the city requires that new
development and significant redevelopment priority projects incorporate Permanent Storm Water Best Management
Practices (BMPs) into the project design per Carlsbad BMP Design Manual (BMP Manual). To view the BMP Manual, refer
to the Engineering Standards (Volume 5).
This questionnaire must be completed by the applicant in advance of submitting for a development application (subdivision ,
discretionary permits and/or construction permits). The results of the questionnaire determine the level of storm water
standards that must be applied to a proposed development or redevelopment project. Depending on the outcome, your
project will either be subject to 'STANDARD PROJECT' requirements, "PRIORITY DEVELOPMENT PROJECT (PDP)
requirements or not considered a development project. This questionnaire will also determine if the project is subject to
TRASH CAPTURE REQUIREMENTS.
Your responses to the questionnaire represent an initial assessment of the proposed project conditions and impacts. City
staff has responsibility for making the final assessment after submission of the development application. If staff determines
that the questionnaire was incorrectly filled out and is subject to more stringent storm water standards than initially assessed
by you, this will result in the return of the development application as incomplete. In this case, please make the changes to
the questionnaire and resubmit to the city.
If you are unsure about the meaning of a question or need help in determining how to respond to one or more of the
questions, please seek assistance from Land Development Engineering staff.
A completed and signed questionnaire must be submitted with each development project application. Only one completed
and signed questionnaire is required when multiple development applications for the same project are submitted
concurrentlv
PROJECT INFORMATION
PROJECT NAME: Schweitzer ADU APN:
ADDRESS: 3933 James Drive, Carlsbad, CA 92008 207-130-04-00
The project is (check one): [81 New Development D Redevelopment
The total proposed disturbed area is: 415 ft2 ( ) acres
The total proposed newly created and/or replaced impervious area is: 1480 ft2 ( 0.033 ) 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 REV 04/23
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 quidance?
2. Retrofitting or redeveloping existing paved alleys, streets, or roads that are designed and constructed in □ ~ accordance with the USEPA Green Streets guidance?
3. Ground Mounted Solar Array that meets the criteria provided in section 1.4.2 of the BMP manual? □ ~
If you answered "yes" to one or more of the above questions, provide discussion/justification below, then go to Step 6, mark
the second box stating "my project is EXEMPT from PDP ... " and complete applicant information.
Discussion to justify exemption (e .g. the project redeveloping existing road designed and constructed in accordance with
the USEPA Green Street guidance):
If you answered "no" to the above questions, your project is not exempt from PDP , go to Step 3.
E-34 Page 2 of 4 REV 04/23
STEP3
TO BE COMPLETED FOR ALL NEW OR REDEVELOPMENT PROJECTS
To determine if you r 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
□ [8] 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 □ [8] 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
facility that sells prepared foods and drinks for consumption, including stationary lunch counters and □ [8]
refreshment stands selling prepared foods and drinks for immediate consumption (Standard Industrial
Classification (SIC) code 5812).
4. Is your project a new or redevelopment project that creates 5,000 square feet or more of impervious
surface collectively over the entire project site and supports a hillside development project? A hillside □ [8]
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 □ [8] 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 □ [8] site? A street, road, highway, freeway or driveway is any paved impervious surface used for the
trans{Jortation 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
Sensitive Area (ESA)? "Discharging Directly to" includes flow that is conveyed overland a distance of 200 □ [8]
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 □ [8] shop is a facility that is categorized in any one of the following Standard Industrial Classification (SIC)
codes: 5013, 5014, 5541, 7532-7534, or 7536-7539.
9. Is your project a new development or redevelopment project that creates and/or replaces 5,000 square
feet or more of impervious area that supports a retail gasoline outlet (RGO)? This category includes □ [8] RGO's that meet the following criteria: (a) 5,000 square feet or more or (b) a project Average Daily
Traffic (ADT) of 100 or more vehicles per day.
10. Is your project a new or redevelopment project that results in the disturbance of one or more acres of land □ [8] and are expected to generate pollutants post construction?
11 . Is your project located within 200 feet of the Pacific Ocean and (1) creates 2,500 square feet or more of
impervious surface or (2) increases impervious surface on the property by more than 10%? (CMC □ [8]
21.203.040)
If you answered "yes" to one or more of the above questions, your project is a PDP . If your project is a redevelopment
project, go to step 4. If your project is a new project, go to step 5, complete the trash capture question.
If you answered "no" to all of the above questions, your project is a 'STANDARD PROJECT'. Go to step 5, complete the
trash capture question.
* Environmentally Sens1t1ve Areas include but are not limited to all Clean Water Act Section 303(d) 1mpa1red 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 .<"fo~ ·w l
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) = 4439 sq. ft. □ [8]
Total proposed newly created or replaced impervious area (B) = 809 sq. ft.
Percent impervious area created or replaced (B/A)*100 = 18.2 %
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 □ [8] 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).
[8] My project is a 'STANDARD PROJECT' OR EXEMPT from PDP and must only comply with 'STANDARD PROJECT'
stormwater requirements of the BMP Manual. As part of these requirements, I will submit a "Standard Project
Requirement Checklist Form E-36" and incorporate low impact development strategies throughout my project. If my
project is subject to TRASH CAPTURE REQUIREMENTS, I will submit a TRASH CAPTURE Storm Water Quality
Management Plan (TCSWQMP) per E-35A.
D My project is a 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 'development project' and is not subject to the requirements of the BMP Manual.
Applicant Information and Signature Box
Applicant Name: Matthew Rin!J--' ~ Applicant Title: Designer
Applicant Signature: r l . Date: 9.24.24
E-34 Page 4 of 4 REV 04/23
CLTA Preliminary Report Form
(Rev. 11/06)
1 A !I' e I
Order Number: DIV-7178902
Page Number: 1
CITY OF CARLSBAD
..... ~ (' ,f •
First American Title11
A
OCT Z 1 2024
PLAf\JNlNG DIVISION ' ~-
Title Officer:
Phone:
Fax No.:
E-Mail:
E-Mail Loan Documents to:
Owner:
Property:
First American Title Company
7676 Hazard Center Drive, Ste 1100
San Diego, CA 92108
California Department of Insurance License No. 2549-4
Korey Mulvey
(619)231-4670
(877)648-8386
titleunit4@firstam.com
Lenders please contact the Escrow Officer for email address for
sending loan documents.
Christopher Schweitzer and Valerie April
3933 James Drive
Carlsbad, CA 92008
PRELIMINARY REPORT
In response to the above referenced application for a policy of title insurance, this 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 below or not excluded from coverage pursuant to the printed Schedules, Conditions and
Stipulations 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
Exhibit A attached. 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
Exhibit A. Copies of the policy forms should be read. They are available from the office which issued this report.
Please read the exceptions shown or referred to below and the exceptions and exclusions set forth in Exhibit A 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.
Please be advised that any provision contained in this document, or in a document that is attached, linked or
referenced in this document, that under applicable law illegally discriminates against a class .of individuals based
upon personal characteristics such as race, color, religion, sex, sexual orientation, gender identity, familial status,
disability, national origin, or any other legally protected class, is illegal and unenforceable by law.
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.
First American Title
Page 1 of 10
Dated as of September 20, 2024 at 7:30 A.M.
The form of Policy of title insurance contemplated by this report is:
Order Number: DIV-7178902
Page Number: 2
ALTA/CLTA Homeowner's (EAGLE) Policy of Title Insurance and ALTA Ext Loan Policy if the land
described is an improved residential lot or condominium unit on which there is located a one-to-four
family residence; or ALTA Standard Owner's Policy (with Western Regional Exceptions) and the ALTA
Loan Policy if the land described is an unimproved residential lot or condominium unit.
A specific request should be made if another form or additional coverage is desired.
Title to said estate or interest at the date hereof is vested in:
Christopher D. Schweitzer and April Valerie, Co-Trustees of The Christopher Schweitzer and April
Valerie Revocable Living Trust Dated January 11, 2023
The estate or interest in the land hereinafter described or referred to covered by this Report is:
FEE
The Land referred to herein is described as follows:
(See attached Legal Description)
At the date hereof exceptions to coverage in addition to the printed Exceptions and Exclusions in said
policy form would be as follows:
1. General and special taxes and assessments for the fiscal year 2024-2025, a lien not yet due or
payable.
2. The lien of supplemental taxes, if any, assessed pursuant to Chapter 3.5 commencing with Section 75
of the California Revenue and Taxation Code.
3. Covenants, conditions, and restrictions in the document recorded OCTOBER 19, 1962 as
INSTRUMENT NO. 62-180667 of Official Records, which provide that a violation thereof shall not
defeat or render invalid the lien of any first mortgage or deed of trust made in good faith and for
value, but deleting any covenant, condition, or restriction, if any, indicating a preference, limitation,
or discrimination based on race, color, religion, sex, gender, gender identity, gender expression,
sexual orientation, familial status, marital status, disability, handicap, veteran or military status,
genetic information, national origin, source of income as defined in subdivision (p) of Section 12955,
or ancestry, to the extent that such covenants, conditions or restrictions violate applicable state or
federal laws. Lawful restrictions under state and federal law on the age of occupants in senior
housing or housing for older persons shall not be construed as restrictions based on familial status.
First American Title
Page 2 of 10
4.
5.
6.
7.
Order Number: DIV-7178902
Page Number: 3
A deed of trust to secure an original indebtedness of $1,050,000.00 recorded MAY 17, 2024 as
INSTRUMENT NO. 24-125343 OF OFFICIAL RECORDS.
Dated: MAY 16, 2024
Trustor: CHRISTOPHER D. SCHWEITZER AND APRIL VALERIE, CO-
TRUSTEES OF THE CHRISTOPHER SCHWEmER AND APRIL
VALERIE REVOCABLE LIVING TRUST DATED JANUARY 11,
2023
Trustee:
Beneficiary:
LENDER:
OLD REPUBLIC ffiLE COMPANY.
MORTGAGE ELECTRONIC REGISTRATION SYSTEMS, INC.
CITIBANK, N.A.
Water rights, claims or title to water, whether or not shown by the Public Records.
The new lender, if any, for this transaction may be a Non-Institutional Lender. If so, the Company
will require the Deed of Trust to be signed before a First American approved notary.
This transaction may be subject to a Geographic Targeting Order ("GTO") issued pursuant to the
Bank Secrecy Act. Information necessary to comply with the GTO must be provided prior to the
closing. This transaction will not be insured until this information is submitted, reviewed and found to
be complete.
Prior to the issuance of any policy of title insurance, the Company will require:
8. With respect to the trust referred to in the vesting:
a. A certification pursuant to Section 18100.5 of the California Probate Code in a form satisfactory to
the Company.
b. Copies of those excerpts from the original trust documents and amendments thereto which
designate the trustee and confer upon the trustee the power to act in the pending transaction.
c. Other requirements which the Company 111ay impose following its review of the material required
herein and other information which the Company may require.
First American Title
Page 3 of 10
INFORMATIONAL NOTES
Order Number: DIV-7178902
Page Number: 4
Note: The policy to be issued may contain an arbitration clause. When the Amount of Insurance is less
than the certain dollar amount set forth in any applicable 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. If
you desire to review the tenns of the policy, including any arbitration clause that may be included,
contact the office that issued this Commitment or Report to obtain a sample of the policy jacket for the
policy that is to be issued in connection with your transaction.
1. General and special taxes and assessments for the fiscal year 2023-2024.
First Installment: $1,478.46, PAID
$0.00 Penalty:
Second Installment: $1,478.46, PAID
$0.00 Penalty:
Tax Rate Area: 09000
207-130-04-00 A. P. No.:
2. This report is preparatory to the issuance of an ALTA Loan Policy. We have no knowledge of any fact
which would preclude the issuance of the policy with CLTA endorsement fonns 100 and 116 and if
applicable, 115 and 116.2 attached.
When issued, the CLTA endorsement fonn 116 or 116.2, if applicable will reference a(n) Single
Family Residence known as 3933 JAMES DRIVE, CARLSBAD, CA 92008.
3. According to the public records, there has been no conveyance of the land within a period of twenty
four months prior to the date of this report, except as follows:
A document recorded MAY 17, 2024 as INSTRUMENT NO. 24-125342 of Official Records.
From: BOBBY CRUZ BONILLA AND SARAH MARISA BONILLA, HUSBAND AND
WIFE AS COMMUNITY PROPERTY WITH RIGHT OF SURVIVORSHIP
To: CHRISTOPHER D. SCHWEmER AND APRIL VALERIE, CO-TRUSTEES OF
THE CHRISTOPHER SCHWEmER AND APRIL VALERIE REVOCABLE
LIVING TRUST DATED JANUARY 11, 2023
NOTE to proposed insured lender only: No Private transfer fee covenant, as defined in Federal
Housing Finance Agency Final Rule 12 CFR Part 1228, that was created and first appears in the Public
Records on or after February 8, 2011, encumbers the Title except as follows: None
The map attached, if any, may or may not be a survey of the land depicted hereon. First American
expressly disclaims any liability for loss or damage which may result from reliance on this map except to
the extent coverage for such loss or damage is expressly provided by the terms and provisions of the title
insurance policy, if any, to which this map is attached.
First American Title
Page 4 of 10
LEGAL DESCRIPTION
Order Number: DIV-7178902
Page Number: 5
Real property in the City of Carlsbad, County of San Diego, State of California, described as follows:
Lot 4 of HOLIDAY MANOR, in the City of Carlsbad, County of San Diego, State of California, according to
Map Thereof No. 5054, in the office of The County Recorder of San Diego County, October 17, 1962.
APN: 207-130-04-00
First American Title
Page 5 of 10
09
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l1!lS MAP VIAS PREPARED FOR ASS!:$SiiENT PURPOSES ONLY. NO 11ABllllY IS
ASS1JMEo FOR me ACCURAc'f OF ll£DATASHOWN. ASSESsOR'SPAAcas MAY NOT COMPl Y lQCAI. SUBOMSfON OR BUILDING ORlllr.tA S
CHANGES
BIK OLD NEW~ CUT /Jt) ss ~.,
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MAP 16234 -CARLSBAD TRACT CT 08-06
MAP 16021 -CARLSBAD TRACT CT 08-06-01
MAP 2152-BElLAVISTA -POR. MAP 5051f -lllIDAY MAUOR
MAP 168 I -Tl!Jf.l LAllJS -P(Jfl JCT 21fl ROS 196~, 2609
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NOTICE
Order Number: DIV-7178902
Page Number: 7
Section 12413.1 of the California Insurance Code, effective January 1, 1990, requires that any title insurance
company, underwritten title company, or controlled escrow company handling funds in an escrow or sub-
escrow capacity, wait a specified number of days after depositing funds, before recording any documents in
connection with the transaction or disbursing funds. This statute allows for funds deposited by wire transfer
to be disbursed the same day as deposit. In the case of cashier's checks or certified checks, funds may be
disbursed the next day after deposit. In order to avoid unnecessary delays of three to seven days, or more,
please use wire transfer, cashier's checks, or certified checks whenever possible.
First American Title
Page 7 of 10
Order Number: DIV-7178902
Page Number: 8
EXHIBIT A
UST OF PRINTED EXCEPTIONS AND EXCLUSIONS (BY POUCY TYPE)
CL TA/ALTA HOMEOWNER'S POLICY OF TITLE INSURANCE [(07-01-2021) v, 01.00]
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 % of Policy Amount Shown in Schedule A or $2,500
(whichever is less)
1 % of Policy Amount Shown in Schedule A or $5,000
(whichever is less)
1 % of Policy Amount Shown on Schedule A or $5,000
(whichever is less)
1 % of Policy Amount Shown on Schedule A or $2,500
(whichever is less)
First American Title
Page 8 of 10
Our Maximum Dollar Limit of Liability
$10,000
$25,000
$25,000
$5,000
Order Number: DIV-7178902
Page Number: 9
ALTA OWNER'S POLICY [(07-01-2021) V. 01.00]
CLTA STANDARD COVERAGE OWNER'S POLICY [(02-04-22) V. 01.00]
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.
NOTE: The 2021 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 numbers 1 through 7. The 2021 CLTA Standard Coverage OWner's Policy will include
the Western Regional Standard Coverage Exceptions listed below as numbers 1 through 7.
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 Bas 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:
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 but that could be ascertained by an inspection of the Land
or that may be asserted by persons in possession of the Land.
3. Easements, liens or encumbrances, or claims thereof, not shown by the Public Records.
4. Any encroachment, encumbrance, violation, variation, or adverse circumstance affecting the Title that would be disclosed by an accurate
and complete land survey of the Land and not shown by the Public Records.
5. (a) Unpatented mining claims; (b) reservations or exceptions in patents or 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.
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,
First American Title
Page 9 of 10
Order Number: DIV-7178902
Page Number: 10
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.
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 l(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 litle as shown in Schedule A.
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 numbers 1 through 7.
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:
The above policy form may be issued to afford either Standard Coverage or Extended Coverage. In addition to the above Exclusions from
Coverage, the Exceptions from Coverage in a Standard Coverage policy will also include the following Exceptions from Coverage:
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.
First American Title
Page 10 of 10
City of Carlsbad Climate Action Plan Consistency Checklist
A. QI Residential -New construction and major alterations•
Please refer to Carlsbad Ordinance CS-437 when completing this section.
0 One and two-family residential dwelling alterations with no electrical panel upgrade (No EV space required)
!;;a ADU (no EV space required when no additional parking facilities are added) 0.4 mi from public bus stop
□ One and two-family residential dwelling or townhouse with attached garage:
□ One EVSE ready parking space required □ Exception :
0 Multi-family residential· 0 Exception •
Total Parking Spaces EVSE Spaces
Proposed for New Capable Ready
Construction (10% of proposed) (25% 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.")
Installed Total
(5% of proposed)
,, 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, 1()% 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. D 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 08/24
City of Carlsbad Climate Action Plan Consistency Checklist
s. D Transportation 0emanc1 Manapment (TDMJ
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 TDM 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 TDM and transportation system management strategies. Please consult with City of Carlsbad Land Development
Engineering (LDE) staff to determine whether this policy applies to your project.
TDM plan required: Yes □ No !;,3
LDE Staff Verification: □ _____ (staff initials)
P-30 Page 8 of 8 Revised 08/24