HomeMy WebLinkAboutCDP 2025-0004; FORREST RESIDENCE TAMARACK AVENUE; Coastal Development Permit (CDP)C cityof
Carlsbad
LAND USE REVIEW
APPLICATION 1635 Faraday Avenue
442-339-2600
www.carlsbadca.gov P-1
[fil SUBMITTAL INFORMATION -ALL APPLICATIONS
Forrest Residence Tamarack Avenue NAME OF PROJECT: ____________________________ _
BRIEF SUMMARY OF PROJECT: 1930 SF single family residence with 574 SF attached garage
APPLICATIONS APPLIED FOR: Check the appropriate boxes for the application types for which you are applying .
(CHECK ALL APPLICABLE BOXES)
Development Permits (FOR DEPT. usE oNLY) Legislative Permits (FOR DEPT. USE ONLY)
D Coastal Development Permit
K] Major D Minor
D Conditional Use Permit
D Major D Minor D Amend/Ext.
0 Day Care (Large)
D New D Amend/Ext.
D Environmental Impact Assessment
D Habitat Management Permit
D Major D Minor
D Hillside Development Permit
D Major D Minor D Amend/Ext.
D Nonconforming Construction Permit
D Planned Development Permit
D Residential D Non-Residential
D Major D Minor D Amend
D Precise Development Plan
D Site Development Plan
D Major D Minor
D Special Use Permit
D Tentative Parcel Map (Minor Subdivision)
0 Tentative Tract Map (Major Subdivision)
D Variance
D Major D Minor
(;\)?io 1S ftd
NOTE: A PROPOSED PROJECT REQUIRING APPLICATION SUBMITTAL MUST BE
MADE BY APPOINTMENT OR THROUGH THE CSS ONLINE PORTAL.
P-1 Page 1 of 5
General Plan Amendment
D Map D Text
Local Coastal Program Amendment
D Map D Text
D Master Plan
D New Plan
D Specific Plan
D New Plan
D Zoning Change
OMap
Misc. Permits
□Amend
D Amend
OText
D Planning Determination
D City Planner D PC Appeal
D Historic Preservation
D Register D Mills Act
D Reasonable Accommodation
(FOR DEPT. USE ONLY)
FOR CITY USE ONLY: \ /\
DEV CASE NO.: l0l--~--0Q9y REC. BY: V\~ \
DATE STAMP APPLICATION RECEIVED
OF CARLS
-r EB 11 ml?
p AN IN1 L5iv'I I
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Revised 07/23
C city of
Carlsbad
AUTHORIZATION, CONSENT, AND
DISCLOSURE STATEMENT
Development Services
Planning Division
1635 Faraday Avenue
442-339-2600
www.carlsbadca.gov P-1 (A)
[TI] APPLICATION AND ACKNOWLEDGEMENT INFORMATION
This submittal form (Part A through Part F) must be completed as part of your application with the City
of Carlsbad. Your project cannot be reviewed until this information is completed.
PA RT A. Owner Authorization and Consent
NOTE: Th is Consent and Disclosure Form must list the name of the principal owners (10% or greater) and
attach a copy of the current corporate articles, partnership agreement, or trust document, as applicable.
Provide name(s) of the person(s) authorized to sign on behalf of the organization. (A separate page may
be attached if necessary.) IF NO INDIVIDUALS OWN MORE THAN 10% OF THE SHARES, PLEASE IND/CA 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): APN: 207-120-68-00 Parcel #3
Parcel Map: 12803 ; and
Street Address (if applicable): (In front of 1644 Tamarack)
that I/we (full legal name of all record owners) consent to the filing of the Land Use Review Application
on our property for processing by the City of Carlsbad Planning Division. I/We declare under penalty of
perjury that I/we have reviewed this Affidavit and the information is true and correct.
1. Name: Amy Forrest Signature:_£;~-~...,,._.~-.?_-_-_______ _
Signature: _________________________ _
Phone Number: ~B=5-B-~3~6~1-~1~5~3D~-----Email: amybforrest@qmail.com
Contact Address: 3025 John F. Kennedy Blvd . #2113 Philadelphia, PA 19104
2.
-----------------------
Name: ___ S_t_.ep'-h_e_n_F_o_rr_e_st ___ Signature: -~-~----------
760 942 9256 sforrest@yahoo.com
Phone Number: __ -__ -_______ Email: __________ _
Contact Address: ___ 30_2_5_J_o_h_n_F_. _K_en_n_e_d_,_y_B_lv_d_. #_2_1_1_3_P_h_il_ad_e--'lp'-h_ia_,_P_A_1_9_1_0_4_
NOTE: For additional names, please use a separate sheet of paper.
'--C RLS AD
FEB 111025 Page 1 of 7
P-1 (A) Form Rev 12/2024
IMPORTANT: A Grant Deed is required if the ownership does not match city records. Ownership on the
deed must correspond exactly with the ownership listed. If the owner noted on the Grant Deed does not
match the person signing as Property Owner, provide paperwork documenting the person signing is
authorized to sign as a Property Owner.
Whenever any excavation, fill, or other project-related improvement requires entry onto adjacent
property for any reason, the Land Use Review Application shall include the written consent or legal
easements or other property rights of the adjacent property owner or their authorized representative,
and shall include such consent with the application package. The application will not be deemed
complete unless and until all necessary consent documents are so filed. The consent shall be in a form
acceptable to the City Planner. If the proposed improvements on the adjacent property change the
nature of the property's development rights (or implied bundle of rights), the city might require
recordation of a Covenant and Agreement for Offsite Improvements and Release of Liability as a
condition of project approval.
Does the project's limits of disturbance encroach on property not owned by the Property Owner?
□ Yes Kl 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 application is approved, I/we may be required to record a covenant
with the County Recorder's Office, the form and content that is satisfactory to the City and its
City Attorney, to notify future owners of the project approval and restrictions.
4. If this Land Use Review Application is approved or conditionally approved, I/we hereby certify
that I/we will comply with all conditions attached to the approval action. I/We understand that
the failure to comply with any conditions shall constitute grounds for the revocation or
modification of the approval, permit, or other authorizations provided.
5. Prior to any use of the project site pursuant to the permit issued, all conditions of approval (if
any) will be completed or s~red in the mann~required.
Property Owner Signature(s): -~_,,__8 .... ~"-------'-~--1,,-----------------
Name(s): __ A_m~y'-Fo_r_re_s_t_. _S_te_,p_h_e_n_F_o_r_re_s_t _________ Date: January 28, 2025
Page 2 of 7
P-1(A) Form Rev 12/2024
PART C. Project Team Information (complete all applicable fields)
Applicant: [)l Same as Owner □ Different from Owner
Name (if different from Owner): _________________________ _
Company or Firm : ______________________________ _
Phone Number: Email: ------------------------------
Contact Address: ___________ City: ______ State: __ Zip Code: ___ _
Agent or Representative: D Same as Applicant Qg Different from Applicant □N/A
Name (if different from Applicant): _ ..... s~a~□~ci~y~a~□~ci~S~t-ev~e.._._W~im~s-at~t _____________ _
Company or Firm: ______________________________ _
Phone Number: 75o-4o2-4718 & 858-775-0885 Email: ---~s~w=im~s=at~t®~s=b=cg.,.l=o=ba=l=.n~e=t _____ _
Contact Address: 920 Olive Crest Drive City: Encinitas State :~ Zip Code: 92024
Other (specify Architect, Engineer, CEQA Consultant, etc.): ----------------Representative #2
Name: Ann Burton ----------------------------------
Company or Firm:--------------.,...._,,,.,,..---------------
Phone Number: 760-728-1825 --ASF@northcst.com Email: _________________ _
Contact Address: 850 Beech St. #1105 City: San Diego State:~ Zip Code: 92101
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 sign ature, above.
PART D. Single "Point of Contact" Designation
A single "point of contact" is an individual that handles all communications with the city and its review
team for the purposes of sending and receiving application materials, information, reports, etc. The
point of contact is to be the single individual elected on the Land Use Review Application form for all
communications and to remain as the primary contact for all status updates relating to the Land Use
Review Application.
□ Property Owner □ Agent □ Other ________ _
~~i Forrt<c.\.--~ ~ ~ ~"5'"' P,:,I\~ o C co.~ r---
{~t\ ; p"'4ra"c.. ~ lfl~~k"""" o A -z_\ 1 ~ \ ,z....o'2-"5'"' Page 3 of 7
~ ~~ c.....'.;, Pr;CJ\n, c,rc-l.)u...\ l~J\l"i~ P-1(A) Form Rev 12/2024
-h ~\:> ~ l '$.A~~~\ oC--~t'\~r~h.)A r ra...):t:.t,,)(\,>.
PART E. Contribution Disclosure
Has the Property Owner, Applicant, or Agent had more than $900 worth of business transacted with any
member of city staff, Boards, Commissions, Committees and/or Council within the past 12 months?
□ Yes ~ No If yes, indicate person(s): ___________________ _
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 information to determine completeness is in
"Completeness Determination Requirements Checklist."
3. The Planning Division has developed policies to help ensure that discretionary permit
applications are timely processed. The Permit Streamlining Act (PSA) shot clock starts on the
intake date the Planning staff accepts a duly filed application.
4. 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. I understand that the missing items listed in the
city review letter must be included in a resubmittal before my resubmitted application may be
accepted for processing by the Planning Division. Planning staff may reject the resubmittal if the
resubmittal fails to include all the appropriate items listed in the city review letter.
5. I understand that if I disagree with the completeness determination or decision made during
the determination period, I should speak directly with the case planner to resolve the issue.
I may also seek other options to have my project issues heard, as discussed in the city's
Applicant Resources Informational Bulletin (IB-110). Moreover, I also understand that
Carlsbad Municipal Code (CMC) Section 21.54.140 outlines a process to allow members of
the public to appeal decisions that are issued by the City Planner, such as completeness
determinations or decisions made during the determination period.
Page 4 of 7
P-1(A) Form Rev 12/2024
6. I understand that once an application is determined to be complete, I may be asked to clarify,
amplify, correct, or otherwise supplement the application with additional information to help
demonstrate compliance with applicable plans, policies, or standards. I acknowledge that any
unreasonable delays caused by me or any agent designated to act on my behalf in responding to
such requests may cause processing delays and extend the time it takes for the city to take final
action. Undue delays will be automatically construed as a request to suspend, toll, or extend any
related processing timelines. Failure to submit adequate and responsive clarifications,
amplifications, corrections may constitute grounds for disapproving the project application
unless an extension of time is provided by the city, which may be done orally or in writing, or in
an express or implied manner. Moreover, I understand that once an application is determined to
be complete, project or design changes that will increase modify the number of proposed units,
add uses that were not previously listed, substantially change the site plan, or otherwise
introduce other changes may require one or more additional city review cycles or the filing of a
new application or additional application permit types. This situation or action may result in the
restarting of the PSA which would restart the review "clock" and extend processing timelines.
The shot clocks vary based upon completeness, environmental determination, and work in
conjunction with S8330 and Title 19 ofthe Carlsbad Municipal Code.
7. 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.
8. 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
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.
9. 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.
10. I understand that all materials submitted in connection with this application might become
public record subject to inspection and copying by the public. I acknowledge and understand
that the public might inspect and copy these materials and that some or all of the materials
might be posted on the city website or elsewhere on line, outside of the city's control.
Page 5 of 7
P-1(A) Form Rev 12/2024
11. 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.
12. 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.
Modifications beyond the scope described in the approved plan set might require submittal of
an amendment to the permit and approval by the authorized review body.
13. 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
things required of or by the Applicant pursuant to all of the terms, provisions, and conditions of
the issued permit or other approval.
14. As part of this application, the Applicant hereby agrees to defend, indemnify, and hold harmless
the City of Carlsbad, its Council, boards and commissions, officers, employees, volunteers, and
agents from any claim, action, or proceeding against the City of Carlsbad, its Council, boards and
commissions, officers, employees, volunteers and agents, to attack, set aside, void or annul an
approval of the application or related decision, including environmental documents, or to
challenge a denial of the application or related decisions. This indemnification shall include, but
Page 6 of 7
P-1(A) Form Rev 12/2024
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 incurred by Applicant, city, and/or the parties initiating or bringing such
proceeding. The Applicant shall indemnify the city for all of the city's costs, attorneys' fees, and
damages that the city incurs in enforcing the indemnification provisions set forth herein. The
Applicant shall pay to the city upon demand any amount owed to the city pursuant to the
indemnification requirements prescribed.
By signing below, I acknowledge that I have completely read, understand, and agree to the declarations
above and accept all terms set forth herein.
Applicant Signature: ~) ~
Name: ___ A_m~y_F_o_r_re_s_t._S_te~p_h_e_n_F_o_r_re_s_t __________ Date: January 28, 2025
This form must be stapled/attached to the application and shall be effective until replaced or
revoked in writing.
Page 7 of 7
P-1(A) Form Rev 12/2024
C cityof
Carlsbad
PROJECT DESCRIPTION
P-1 (8)
IIfil APPLICATION INFORMATION
Development Services
Planning Division
1635 Faraday Avenue
442-339-2600
www.carlsbadca.gov
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 applying. 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 of 4
P-I (B) Form Rev 4/2024
PART A. Project Summary Information
NAME OF PROJECT: Forrest Residence Tamarack Ave
APPLICATION PERMIT TYPES REQUESTED: _ _.M.......,aJ..,.·ou....r ..,..Cu.Ou.a ... st ..... a..._l ... D ..... e-'-'ye....,1 .... 0.,.pm ........ e ...... ot .... P~e .... r~m ...... i .... t -----------
ACCESSOR PARCEL NUMBERS: ___ A_P_N_: 2_0_7_-1_2_0_-6_8_-o_o ________________ _
PROPERTY ADDRESS: --~(l_n_fr_o_nt_o_f_1_6_4_4)~T_a_m_a_r_a_c_k _A_ve_n_u_e ________________ _
CONTACT: Kl Applicant □ Property Owner □ Agent
Signature: --~~___,_B.,,.==--~_-_-:_ _________________________ _
Name: Amy Forrest Date: January 28, 2025 -----'---------------------
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.
The proposed project is a 1930 SF single family residence with an attached, 574 SF 2-car garage. The project
is wood framed with stucco siding. It is primarily single story with a second story loft area above the primary
bedroom and bath. The project will replace the Appleby Residence, a project for which the previous property owners
were granted a Coastal Development Permit from the city of Carlsbad in 2022.
The accompanying landscape design will be mostly very low water with no turf. There will be dispersion zones
in keeping with the city's landscape document.
The project will need to move a traffic-calming sign that is currently installed where the driveway will need to go.
Page 2 of 4
P-1 (B) Form Rev 4/2024
PART B. Supplemental Information
Denote whether the following items are applicable to the project or if any portion of the property located within any of the
following? Use an addendum sheet to further describe all items marked "yes" in this list (attach additional sheets as
necessary).
Yes No
1. A very high fire hazard severity zone, as determined by the Department of Forestry
and Fire Protection pursuant to Government Code§ 51178 for State Responsibility
Areas; or any official local maps published pursuant to Government Code§ 51178
for Local Responsibility Areas .
2. Wetlands, as defined in the United States Fish and Wildlife Service Manual, Part
660 FW 2 (June 21, 1993).
□
□
3. A hazardous waste site that is listed pursuant to Government Code§ 65962.5 or a D
hazardous waste site designated by the Department of Toxic Substances Control
pursuant to Health and Safety Code§ 25356 of the Health and Safety Code.
NOTE: Certification of compliance required on Form P-l(C).
4. A special flood hazard area subject to inundation by the 1 percent annual chance □
flood (100-year flood) as determined by the Federal Emergency Management
Agency in any official maps published by the Federal Emergency Management
Agency.
5. A delineated earthquake 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-l(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).
IBl
~
[R]
[X]
Page 3 of 4
P-l(B) Form Rev 4/2024
10. The project site located within the Coastal Zone.
NOTE: If "yes, 11 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 0
14 of the California Code of Regulations§ 13577.
b. If "yes," does any portion of the property contain environmentally sensitive 0
habitat areas, as defined in Public Resources Code§ 30240.
NOTE: If "yes, 11 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 0
mapped inundation area.
d. If "yes," does any portion of the 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.
□
□
□
□
El
I/We declare under penalty of perjury that I/we have reviewed this Affidavit and the information furnished is true
and correct.
Name: Amy Forrest and Stephen Forrest
Signature: ®=-~
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-1 (B) Form Rev 4/2024
{"'city of
Carlsbad
HAZARDOUS WASTE
AND SUBSTANCES
STATEMENT
P-1(C)
Development Services
Planning Division
1635 Faraday Avenue
(442) 339-2610
www.carlsbadca.gov
Consultation of Lists of Sites Related to Hazardous Wastes
(Certification of Compliance with Government Code Section 65962.5)
Pursuant to State of California Government Code Section 65962.5, I have consulted the
Hazardous Waste and Substances Sites List compiled by the California Environmental
Protection Agency and hereby certify that (check one):
I]] The development project and any alternatives proposed in this application are not contained on the
lists compiled pursuant to Section 65962.5 of the State Government Code.
D The development project and any alternatives proposed in this application are contained on the lists
compiled pursuant to Section 65962.5 of the State Government Code.
APPLICANT
Name: Amy & Steve Forrest
Address: 3025 John F Kennedy Blvd #2113
Philadelphia, PA 19104
Phone Number: __ 85_8_-_36_1_-_1 _53_0 _______ _
PROPERTY OWNER
Name: Amy & Steve Forrest
Address: 3025 JFK Blvd #2113
Philadelphia, PA 19104
858-361-1530 Phone Number: __________ _
Address of Site: ___ in_f_ro_n_t_o_f _16_4_4_T_a_m_a_r_a_c_k _A_v_en_u_e..;_, _C_a_rl_sb_a_d..;_, _C_A_9_2_0_0_8 ________ _
Local Agency (City and County): City of Carlsbad, San Diego County
Assessor's book, page, and parcel number:APN: 207-120-68-00, Parcel Map 12803, Parcel #3
Specify list(s): The subject property did not appear on any of the lists on the Cortese List website
https://calepa.ca.gov/SiteCleanup/Corteselist/.
Regulatory Identification Number: ________________________ _
Date of List: _______________________________ _
~ January 28, 2025
Applicant Signature/Date Property Owner Signature/Date
The Hazardous Waste and Substances Sites List (Cortese List) is used by the State, local
agencies and developers to comply with the California Environmental Quality Act requirements
in providing information about the location of hazardous materials release sites.
P-1(C) Page 1 of 2 FEB 11 2025 Revised 3/22
NINS r 0
C cityof
Carlsbad
EIA INFORMATION
FORM
P-1(0)
§] APPLICATION INFORMATION
Development Services
Planning Division
1635 Faraday Avenue
442-339-2600
www.carlsbadca.gov
This submittal form is to be completed as part of your application with the City of Carlsbad. Your project
cannot be reviewed until Part A is completed. Part B is to be completed ONLY if further environmental
review and documentation is required ((i.e., Environmental Impact Report, Mitigated Negative
Declaration, or Negative Declaration).
State law requires that environmental review be conducted and information be made available before
decisions are made and before actions are taken. Implementation of this law, called the California
Environmental Quality Act, Public Resources Code §§ 21000 et seq. (CEQA), requires the city to perform
an environmental assessment of every project by way of a multi-step decision tree. First, the city must
determine whether the proposed activity is subject to CEQA. Second, assuming CEQA applies, the city
must decide whether the activity qualifies for one of the exemptions that excuse otherwise covered
activities from CEQA review. Finally, assuming no applicable exemption, the city must undertake full
review and prepare an environmental document. To successfully navigate through the three tiers, the
Applicant/Property Owner/Agent must work with the city to document the environmental assessment.
BY SIGNING BLEOW, I/We that this form must be completed as part of the application and will be utilized
by the city to expedite the project application 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, statements, and information
presented are true and correct to the best of my knowledge and belief.
NAME OF PROJECT: Forrest Residence Tamarack Avenue
BRIEF SUMMARY OF PROJECT: __ 1_9_3_0_S_F_re_s_id_e_n_ce_w_it_h _5_7 4_S_F_2_c_a_r_g_a_ra_g_e _______ _
LOCATION: __ in_f_ro_n_t_o_f _16_4_4_T_a_m_ar_a_c_k_A_v_e,_C_a_r_ls_b_a_d_C_A_9_2_0_0_8 ____________ _
CONTACT: Ix] Applicant □ Property Owner □ Agent
Signature: ~ ~
Name: Amy Forrest & Steve Forrest Date: __ Ja_n_u_a_ry_2a_,_2_0_2_s __
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.
CITY OF CARLSBAD
FEB 11 2025
PLANNINS DIVl~IO
Page 1 of 5
P-1 (D) Form Rev 6/2023
PART A. Requested Environmental Clea rance (All Projects)
□ DON'T KNOW/ UNKOWN. It is unknown how CEQA applies to this project.
KJ 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.: Section 15303: Class 3 exemption: single family
dwelling not in sensitive area.
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: _____________________ _
Cat egorical. 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 of the Carlsbad Municipal Code.
□ Other type of exemption, such as Agricultural Housing, Affordable Housing, and
exemption for residential projects in a specific plan, etc. (Article 12.5 of the CEQA
Guidelines;§ 15182; § 15183; Public Resources Code§ 21155.1; etc.) ADDITIONAL
DOCUMENTATION AND/OR CHECKLIST MUST BE ATTACHED.
□ 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-1 (D) Form Rev 6/2023
EIA ADDENDUM FORREST TAMARACK:
Forrest Tamarack Single Family Residence
Is exempt from CEQA review under section 15303: categorical Class 3 exemption.
Class 3 consists of construction and location of limited numbers of new, small facilities or
structures; installation of small new equipment and facilities in small structures; and the
conversion of existing small structures from one use to another where only minor modifications
are made in the exterior of the structure. The numbers of structures described in this section are
the maximum allowable on any legal parcel. Examples of this exemption include but are not
limited to:
(a) One single-family residence, or a second dwelling unit in a residential zone. In urbanized
areas, up to three single-family residences may be constructed or converted under this
exemption.
Clarifying why this project does not meet exceptions to exemptions:
A) Location: the project is not in a sensitive location
B) Cumulative Impact: the project is a small infill lot in a larger neighborhood that has been
well developed for decades. So, this project will not be part of a larger cumulative impact
due to significant further development in this area.
C) Significant effect: there is NOT a "reasonable possibility that the activity will have
a significant effect on the environment due to unusual circumstances". Careful review of
the subsections of "Significant effect" on this chart do not reveal that the project is an
exception to the exemption:
https :/ /scag. ca .gov/sites/ma in/files/file-attach ments/ceqa categorical exemptions. pdf? 16
67860497
D) Scenic Highways: the project is not on, or within sightlines of, any scenic highway.
E) Hazardous Waste Sites: the project is not within or near any hazardous waste sites per
available relevant California Government maps.
F) Historical Resources: Per Alex Alegre at the City of Carlsbad Planning Department, our
project is not in a sensitive historical area.
Carlsbad Municipal Code 19.04.070
This document reiterates that sensitive habitats (animal, plant, and cultural) would create
exceptions to state CEQA review exemptions, but research and discussion with the city of
Carlsbad has revealed that our project on the subject property will not impact sensitive habitats
of any kind .
C City of
Carlsbad
TIME LIMITS ON
DISCRETIONARY
PROJECTS
P-1(E)
Development Services
Planning Division
1635 Faraday Avenue
(442) 339-2610
www.carlsbadca.gov
[fil ACKNOLWEDGEMENT INFORMATION
Time limits on the processing of discretionary projects established by State law do not start until a project
application is determined to be complete by the city. The city has thirty calendar days from the date of
application submittal to determine whether an application is complete or incomplete. The State law, called
the Permit Streamlining Act (Ca lifornia Government Code §§ 65920 et seq.), applies to "development
projects," which include subdivision maps and most discretionary development permit applications. It does
not apply to ministerial actions (such as building permits, lot line adjustments, etc.) and does not apply to
legislative actions (such as zoning district or map changes).
Permit applicat ion intake and project review must not begin unless a "duly filed" application package has been
submitted and all required elements are accepted by the Planning Division. For the Plann ing Division to
consider a project application duly filed, the application must be accompanied by all forms, documents and
other relevant requirements specified in the Minimum Intake Submittal Requirements Checklist. If Planning
staff finds that the checklist submittal requirements have been provided, the application must be considered
duly filed and accepted for intake. The application is assigned a case number, the customer informed that
application has been accepted for processing as of the date of intake, and the application routed to Planning
Division management for assignment. Under the Permit Streamlining Act, within thirty days of submittal of
a duly filed development permit application, you will receive a letter stating whether the Land Use Review
Application is complete or incomplete. The case planner must deem an application "complete" pursuant to
Government Code § 65943 if the applicant provides all the required information in the Completeness
Determination Requ irement Checklist. If it is determined "incomplete," the case planner will transmit a letter
to the applicant and will state what is needed to make this application complete. When the application is
determined "complete," the processing period will start upon the date of the completion letter.
The California Environmental Quality Act (CEQA) works together with the Permit Streamlining Act by
commencing its environmental review after project application is complete. Development project applications
that are not exempt from CEQA and are subject to environmental review are also subject to environmental
review processing time limits pursuant to CEQA Guidelines. The State guidelines establish time limits for the
three main components of environmental review: 1) the Initial Study; 2) Negative Declaration completion;
and 3) Environmental Impact Report completion. These processes and time limits are separate from the time
limit and processes of Planning Department review of development project permit applications although
the projects go through both processes unless they are categorically exempt. After CEQA review, the Permit
Streamlining Act controls again through project decision .
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
please call (442) 339-2600 or email planning@carlsbadca.gov.
PL
OF CARLSBAD
FEB 11 2025 Pa ge 1 of 2
P-1(A) Form Rev 6/2023
A few statutes or ordinances require agencies to make decisions on permits within time limits that are so short
that review of the project under CEQA would be difficult. To enable the city to comply with both the Permit
Streamlining Act statute and CEQA, the case planner must deem an application for a project not received for filing
under the statute or ordinance until such time as progress towa·rd completing the environmental documentation
required by CEQA is sufficient to enable the city to finish the CEQA process within the short permit time limit.
BY SIGNING BLEOW, I/We understand that this form must be completed as part of the application and
documents that I/we have been informed of process requirements and timelines including: 1) time limits on
determining application completeness; 2) notifying applicants in writing if their applications are complete; 3)
time limits for environmental review; and, 4) disclosu re to applicants about these time limits and certain
aspects of the application review process.
Each city review letter will incl ude a project processing sch edul e and estimated decision date that
incorporates the time limits for processing projects. I/We also understand that if there are an y concerns
about t he progression on the development application (e.g., the notice, review, or decision schedule) the
Applicant, Property Owner, or Agent should immediately contact the case planner to discuss project
processing, upcoming milestones, and/or timeline concerns. Time periods may be extended by mutual
consent, within limits.
NAME OF PROJECT: Forrest Residence Tamarack Avenue ----------------------------------
BRIEF SUMMARY OF PROJECT: 1930 SF residence with 574 SF 2 car garage attached
In front of 1644 Tamarack Avenue, Carlsbad, CA 92008
LOCATION:---------------------------------
CONTACT: !2';I Applicant □ Property Owner □ Agent
Signature: ~~~-==-~>----+-~-,,,,r--------------------------
Name: __ A_m__,_y_&___;;_S_te_v_e_F_o_r_re_s __ t _______________ Date: January 28, 2025
Th is form must be stapled/attached to the application and shall be effective until replaced or revoked in
writing.
NOTE: Not all discretionary projects are subject to the 30-day review period. And there might be circumstances
that dictate a different processing timelin e pursuant to state law.
Page 2 of 2
P-1 (A) Form Rev 6/2023
,
C cityof
Carlsbad
FINANCIALLY
RESPONSIBLE PARTY
STATEMENT P-1 (J)
Development Services
Planning Division
1635 Faraday Avenue
(442-3 39-2600
www.carlsbadca.gov
IT:fil APPLICATION INFORMATION
This submittal form is to be completed as part of your application with the City of Carlsbad. Your project
cannot be reviewed until Part A is completed. Part B is to be completed only when there is a change in
assignment and there is a new Financially Responsible Party.
PART A. Assignment
It is the policy of the City of Carlsbad to recover the actual cost of processing Land Use Review
Applications, including all time spent by city staff to review, refer, and coordinate land development
applications. The fee amounts are set by ordinance or resolution to cover the estimated costs of
processing the application package. Actual costs may vary substantially due to project location,
environmental issues, planning constraints, appeals or code/ordinance compliance.
The Property Owner, Applicant, or Agent is required to submit proof of payment for the required intake
fee amount for each application permit type. The amount due and to be received by the city must be
based on the Master Fee Schedule in effect at the time of payment, regardless of the original estimate
or costs paid to process prior projects. The person named as Financially Responsible Party in this
document is person or persons responsible for depositing, transferring, or has previously sent funds to
process the following application.
PROJECT NAME: Forrest Residence Tamarack Avenue
BRIEF PROJECT SUMMARY: 1930 SF residence with attached 574 2 car garage
PROJECT LOCATION: In front of 1644 Tamarack Avenue, Carlsbad, CA 92008
------------------------------
Said fees or deposits and any subsequent fees or deposits are made on behalf of the person, corporation
or partnership named below as the "Financially Responsible Party." With reference to said application
and fees or deposits, the Financially Responsible Party hereby acknowledges and agrees as follows:
1. Said initial payment, deposit, and any subsequent payments or deposits shall be held by the city
in an account under the name of the project and/or Financially Responsible Party, and the funds
remaining in said account at the completion of work or withdrawal of the application shall be
refunded to the Financially Responsible Party at the address below. In the case that the
Financially Responsible Party transfers ownership of the subject property and wishes to transfer
responsibility of the Deposit Account to the new owner, a Change of Financial Responsibility
Form must be completed to authorize transfer of ownership of funds in said account {Section 3
of this document). The Financially Responsible Party may contact the assigned planner to
request a new form.
C TYO CARLS
FEB 11 2025 Page 1 of 3
P-1 (J) Form Rev 7/2023
I
2. All costs incurred by the city in processing said application, including overhead, whether within
or over the is the Financially Responsible Party's personal obligation and shall not be affected by
sale or transfer of the property subject to the application, changes in Financially Responsible
Party's business organization, or any other reason. "Costs incurred by the city" as identified in
this paragraph may include costs for the services of an outside contractor for third party review,
including environmental evaluation. Where the City Planner determines it is necessary to
engage the services of an outside contractor to assist with application processing, costs for such
services are to be paid by the Financially Responsible Party in the same manner identified
above.
3. If the Financially Responsible Party withdraws an application, the City Planner will cease
processing of the application within one day and will proceed with the case closure process. The
Financially Responsible Party is responsible for all case closure costs. Case closure costs will be
minimized to the maximum extent practicable.
The Financially Responsible Party is a (check one):
ID Applicant □ Property Owner □ Agent □ Other: _____________ _
Financially Responsible Party's Legal Name: __ A_m_y_B_F_o_rr_e_s_t _a_nd_l_o_r_S_te_p_h_e_n_E_F_o_r_re_s_t_
Address: 3025 John F Kennedy Blvd #2113
City: Philadelphia
Phone : 858-361-1530
Email : amybforrest@gmail.com
PA State: ____ Zip Code: ______ _
19104
Cell Phone: 760-942-9256
--------------------------------
By signing below, I/We have read this form and agree to all terms and limitations provided for
application intake and processing. I understand and agree that as the Financially Responsible Party, I/We
are responsible for payment of all fees associated with this project including all hourly or other fees
which might accrue during the review and/or post-issuance whether the permit issued or whether the
application is canceled or denied before the permit is issued.
Financially Responsible Party Signature:® ~ Date: January 28, 2025
Print Name: Amy Forrest and Stephen Forrest ---~-----~--------------------
The information about the Financially Responsible Party provided above must be 100% accurate. If there
is a refund, the check will be mailed to the name and address stated below. If the information stated on
this form is inconsistent with our system, the Financially Responsible Party must clarify and correct
before the application can be deemed complete. Also, a Letter of Authorization (LOA) is required if the
Financially Responsible Party is a "company", stating that the Agent has the authority to complete and
sign this form.
Page 2 of 3
P-1(J) Form Rev 7/2023
r
C cityor
Carlsbad
MINOR
COASTAL DEVELOPMENT PERMIT/
SINGLE FAMILY RESIDENCE
APPLICATION
Development Services
Planning Division
1635 Faraday Avenue
(442) 339-2610
www.carlsbadca.gov P-6
A proposed project requiring application submittal must be submitted by appointment*.
Please call 442-339-2600 to make an appointment.
*SAME DAY APPOINTMENTS ARE NOT AVAILABLE
All joint application exhibits, i.e. Tentative Map and Planned Development Site Plan should be prepared
at the same scale. (Use a scale no smaller than 1" = 40'.)
I. GENERAL BACKGROUND
A. Estimated Cost of Development:
Development costing $60,000 or more does not qualify as a Minor Coastal Development Permit.
The City Planner shall make the final determination regarding a project's cost of development.
The primary basis for determining cost of development will be the application of dollar costs per
square foot for different types of residential construction. These costs are set by the
International Conference of Building Officials (ICBO) and are applied throughout San Diego
County.
Please complete the following information to assist in the determination of this project's cost of
development (Contractor proposals may also be submitted for consideration by the City
Planner). Please refer to the current fee schedule for the appropriate $/square foot fee rate.
⇒ New Residential Square Footage:
1930 square feet x $ 300 /sq. ft. = $ __ 57_9_0_0_0 _____ _
⇒ Residential Addition Square Footage:
______ square feet x $ ____ /sq. ft. = $ _________ _
⇒ Any Garage Square Footage:
574 square feet x $_2_00 __ /sq . ft.= $ __ 11_4_0_0_0 _____ _
⇒ 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:$ 693000 --------------
B. Do you wish to apply for:
1. A Minor Coastal Development Permit (Under $60,000 cost estimate) D
2. A Coastal Development Permit ($60,000 or more cost estimate) Ix]
C. Street address of proposed development
0 Tamarack Avenue (In front of 1644 Tamarack Avenue) Carlsbad, CA 92008
P-6 Page 1 of 7 FEB 1 1 2025 Revised 9/24
,
D. Assessor's Parcel Number of proposed development
607-120-68-00
E. Development Description:
Briefly describe project: 1930 SF single family residence (1605 SF floor area with 325 SF loft
area above primary suite) with 574 SF 2-car attached garage.
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 homes
South: Tamarack Avenue, single family homes
East: single family homes
West: single family homes and Valley Middle School
G. Is project located within a 100-year flood plain? D Yes IB] No
II. PRESENT USE OF PROPERTY
A. Are there existing structures on the property? D Yes [xi No
If yes, please describe.
B. Will any existing structure be removed/demolished? D Yes IB] 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 Proposed Total
Building Coverage 0 sq. ft. 2:lZ9 sq. ft. sq. ft. 27.6
Landscaped Area 0 sq. ft. 232:l sq. ft. sq. ft. 29.4
Hardscape Area 0 sq. ft. 1073 sq . ft. sq. ft. 13.6
Unimproved Area (Left Natural) 0 sq. ft. 2321 sq . ft. sq. ft. 29.4
P-6 Page 2 of? Revised 9/24
%
%
%
%
P-6
B. Parking: Number of existing spaces
Number of new spaces proposed 2 in garage, at least 2 in driveway, probably 4 if tandem
Existing/Proposed TOTAL:
Number of total spaces required ______ _
Number of covered spaces
Number of uncovered spaces _______ _
Number of standard spaces
Number of compact spaces
Is tandem parking existing? OYes# __ ONo
Is tandem parking proposed? OYes# __ ONo
C. Grade Alteration:
Is any grading proposed? [R] Yes D No
If yes, please complete the following:
70 1. Amount of cut _________________ _ cu. yds.
2. Amount of fill 70 CU. yds.
3. Maximum height of fill slope feet
4. Maximum height of cut slope feet
5. Amount of import or export cu . yds.
6. Location of borrow or disposal site n/a
Page 3 of7 Revised 9/24
Development Services
Planning Division
1635 Faraday Avenue
(442) 339-2610
www.carlsbadca.gov
PURPOSE
CLIMATE ACTION PLAN
UPDATE CONSISTENCY
CHECKLIST P-30
{city of
Carlsbad
In November 2024, the City of Carlsbad adopted a Climate Action Plan (CAP) Update 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 CAP Update are achieved.
Implementation of these measures will ensure that new development is consistent with the CAP Update's
assumption for relevant CAP Update 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 Update, in accordance with CEQA Guidelines Sections 15064(h)(3}, 15130(d), and 15183(b).
This checklist is intended to assist project applicants in identifying CAP Update ordinance and consistency
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 Update compliant projects with streamlined GHG emissions assessments. This checklist
(i.e. Form P-30) is complementary to the checklist provided in Form B-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 Update-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 Update 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 bu ilding permit.
• Details on CAP Update ordinance requirements are available on the city's website.
P-30 Page 1 of 8
O Cf. L c
FEB 11 2025
Revised November 2024
Carlsbad Climate Action Plan Update Consistency Checklist
STEP 1: LAND USE CONSISTENCY
The first step in determining CAP Update consistency for discretionary development is to assess the project's
consistency with the growth projections used in the development of the CAP Update. This section allows the city
to determine a project's consistency with the land use assumptions used in the CAP Update. Projects found not to
be consistent with the CAP Update's land use assumptions will be subject to a project-specific analysis of GHG
emissions' impact on the environment in accordance with the requirements of the California Environmental Quality
Act (CEQA). This may result in GHG-reducing mitigation measures applied as a condition of project approval in
addition to compliance with the CAP Update ordinance and consistency requirements identified in Step 2 of this
checklist.
(Check the appropriate box and provide an explanation and supporting documentation for your answer)
A. Is the proposed project consistent wth the existing General Plan land use ard/cr 1--bJslrg Elerrerrt:, and spedfic/rraster plan
or zoning designations? OR,
If the proposed project is not consistent wth the existing land use plan and zoning designations, does the project inc:Jude a
land use plan and/cr specific plan, rraster plan or zoning designation arrerdrnent that v..oold result in an eqLivalent or less
GHG-intensive project when compared to the existing designations?
Yes No
□
If "Yes", proceed to Step 2 of the checklist. For the second option under Question A above, provide estimated project-related GHG emissions under both existing and
proposed designation(s) for comparison. GHG emissions must be estimated in accordance with the City of Carlsbad Climate Action Plan Update.
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 Update to demonstrate how it
would offset the increase in emissions over the existing designations. The project must incorporate each of the applicable measures identified in Step 2 to mitigate
cumulative GHG emissions impacts unless the decision maker finds that a measure is infeasible in accordance with California Environmental Quality Act Guidelines
Section 15091. Mitigation in lieu of or in addition to the measures in Step 2 may be required, depending on the results of the project-specific GHG impact analysis.
Proceed and complete a project-specific Self-developed GHG emissions reduction program and Step 2 of the Checklist.
P-30 Page 2 of 8 Revised November 2024
Carlsbad Climate Action Plan Update Consistency Checklist
STEP 2: CAP UPDATE ORDINANCE COMPLIANCE REQUIREMENTS
Completion of this checklist will document a project's compliance with CAP Update ordinances, and in turn,
demonstrate consistency with the applicable measures and actions of the CAP Update. 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 and the
Housing Element Update EIR.
Project No./Name:
Property
Address/APN:
Applicant Name/Co.:
Forrest Residence Tamarack Avenue
APN: 207-120-68-00
Amy & Steve Forrest
Applicant Address: 3025 John F Kennedy Blvd #2113 Philadelphia PA 19104
Contact Phone: 858-361-1530 Contact Email: amybforrest@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 va luation, by phone at 760-602-2719 or by email at building@carlsbadca.gov.
□ Alterations:
□ BPV < $60,000
□ BPV ~ $60,000
□ Electrical service panel upgrade
□ BPV ;:: $200,000
□ BPV ~ $1,000,000
P-30
N/A
1Aand4A
4A
lA and 4A
2B
Page 3 of 8
All residential alterations
1-2 family dwellings and townhouses with attached
garages only
Multi-family dwellings only where interior finishes are
removed and significant site work and upgrades to
structural and mechanical, electrical, and/or plumbing
systems are proposed
Multi-family dwellings only where <::$1,000,000 BPV AND
affecting ~75% existing floor area
Revised November 2024
Carlsbad Climate Action Plan Update Consistency Checklist
□ New construction (post January 1,
2026)
□ Alterations:
□ BPV ~ $200,000 or additions ~
1,000 square feet
1B,lD,2B,3B,4B,5
and6A
lB,5
□ BPV ~ $1,000,000 lB, 2B and 5 Building alterations of~ 75% existing gross floor area
□ ~ 2,000 sq. ft. new roof addition 2B and 5 1B also applies if BPV ~ $200,000
Please refer to Carlsbad Ordinance No. CS-437 for more information when completing this section.
A. D Residential addition or alteration ~ $60,000 building permit valuation.
See Ord. CS-437.
Year Built Single-family Requirements
□ Before 1978 Select one:
□ Ductsealing □ Attic insulation □ Cool roof
□ 1978 and later Select one:
□ Lighting package □ Water heating package
□ 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.
P-30 Page 4 of 8
□ N/A _________ _
D Exception: Home energy score~ 7
(attach certification)
Multi-family Requirements
□ Attic insulation
Select one:
□ Attic insulation □ Duct Sealing D Cool roof
Select one:
D Lighting package D Water heating package
□ N/A _________ _
Revised November 2024
Carlsbad Climate Action Plan Update Consistency Checklist
AS.203.1.1.1
D Outdoor lighting: .90 Allowed Outdoor Lighting Power D N/A
AS.203.1.1.2
D Restaurant service water heating (comply with California Energy Code Section 140.5, as amended) D N/A
AS .203.1.2.1
Croose one as appicable: D .95 Energy budget D .90 Energy budget D N/A
AS.211.1. ••
D Ch-site renev.able energy D N/A
AS.211.3**
D C<een pcMel' (if offered by local utility prOJider, 50% rrinirrum renev.able soorces) □ N/A
AS.212.1
D Elevators and escalators D N/A
AS.213.1
D Steel framing D N/A
• lrdudes hotels/rrotels ard high-rise residential buildng;
•• For alterations~ $1,000,000 BPV and affecting> 75% existing gross flocr area, er alteraticns that add 2,000 square feet of re.v roof additioo: arrply wth Califcrria Energy
Code sectirn 120.10 instead.
~ Residential new construction. Refer to Carlsbad Ordinance No. CS-437 for requirements, which amends Section 150.l(c) of the CEC for single-family residential; and Section
170.2(d) of the CECfor 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 PVoffset option is selected.
Floor Plan ID (use additional CFA #d .u. Calculated kWdc*
sheets if necessary)
Total System Size:
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
A. 0 Nonresidential and hotel/motel new construction; or major alterations to nonresidential, hotel/motels, and multi-family residential ~$1,000,000 BPV and
affecting ~75% existing floor area, or addition that increases roof area by ~2,000 square feet. Please refer to Carlsbad Ordinance CS-437 when completing
this section.•
Choose one of the following methods:
~ Gross Floor Area (GFA) Method
GFA: 1930 sf Min. System Size: __ 5 __ kW c
Kl If< 10,000s.f. Enter: 5 kWdc
P-30 Page 5 of 8 Revised November 2024
Carlsbad Climate Action Plan Update Consistency Checklist
□If~ 10,000s.f. calculate: 15 kWdc x (GFA/10,000) **
**Round building size factor to nearest tenth, and round system size to nearest whole number.
□Time-Dependent Valuation Method
Annual TDV Energy use:*** x .80= Min. system size: ____ kWdc
***Attach calculation documentation using modeling software approved by the California Energy Commission.
* t--JeN CEC standards also require battery storage system; rreetil"'€ the requirements if Reference Joint .Appendix JA12 of the CEC
A. Ix] Residential nev,,coostruction
Please refer to Carlsbad Ordinance CS-437 when completing this section.
□ For systems serving individual dwelling units and achieving 60% of energy needed from on-site solar or recovered energy,
choose one:
□ Single 240-volt heat pump water heater AND compact hot water distribution AND Drain water heat recovery (low-
rise residential only)
□ Single 240-volt heat pump water heater AND PV system .3 kWdc larger than required.
~ Heat pump water heater meeting NEEA Advanced Water Heating Specification Tier 3 or higher.
□ Solar water heating system with electric backup that is either .60 solar savings fraction of 40 s.f. solar collectors.
□ Gas or propane system with a solar water heating system and recirculation system
□ Exception:
□ For systems serving multiple dwelling units and achieving 60% of energy needed from on-site solar or recovered energy,
install a central water-heating system with all of the following:
□ Recirculation system
□ Solar water heating system that is either:
□ .20 solar savings fraction
□ .15 solar savings fraction, plus drain water heat recovery
□ Exception:
B. 0 Nonresidential new construction
Please refer to Carlsbad Ordinance CS-437 when completing this section.
□ Water heating system derives at least 40% of its energy from one of the following (attach documentation):
□ Solar-thermal □ Photovoltaics
□ Water heating system is (choose one):
□ Heat pump water heater
□ Electric resistance water heater(s)
□ Solar water heating system with .40 solar savings fraction
□ Exception:
P-30 Page 6 of 8
□ Recovered energy
Revised November 2024
...
Carlsbad Climate Action Plan Update Consistency Checklist
A. K] Residential -New construction and major alterations*
Please refer to Carlsbad Ordinance CS-437 when completing this section.
□ One and two-family residential dwelling alterations with no electrical panel upgrade (No EV space required)
□ ADU (no EV space required when no additional parking facilities are added)
ID One and two-family residential dwelling or townhouse with attached garage:
IXI One EVSE ready parking space required □ Exception:
□ Multi-family residential: □ Exception:
Total Parking Spaces EVSESpaces
Proposed for New Capable Ready Installed Total
Construction {10% of proposed) (25% of proposed) (5% of proposed)
Total Proposed or Altered Capable --
Spaces (Major (10% of proposed)
Alterations)**
Calculations: Total EVSE spaces= .10 x Total parking (rounded up to nearest whole number)
EVSE Installed= Total EVSE Spaces x .50 (rounded up to nearest whole number)
EVSE other= Total EVSE spaces -EVSE Installed
(EVSE other may be "capable," "Ready" or "Installed.")
--Total
*Major alterations are: (1) for one and two-family dwellings and townhouses with attached garages, alterations have a building permit valuation~ $60,CXXJ or
include an electrical service panel upgrade; (2) for multifamily dwellings (three units or more without attached garages), alterations have a building permit
valuation~ $200,000, interior finishes are removed and significant site work and upgrades to structural and mechanical, electrical, and/or plumbing systems
are proposed .
**When new parking facilities are added, or electrical systems or lighting to existing parking facilities are added or altered and the work requires a building
permit, 10% of the total number of parking spaces or altered shall be EV capable. This is NOT a CAP Update 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
□ 15 1-200 35 9
□ 201 and over 20 percent of total 25 percent of EV Capable
P-30 Page 7 of 8 Revised November 2024
Carlsbad Climate Action Plan Update Consistency Checklist
A. List each proposed nonresidential use and gross floor area (GFA) allocated to each use.
B. Employee ADT/1,000 square feet is selected from the City of Carlsbad Employee ADT Table.
Use GFA Efll)ioyee ADT/1,CXXJ S.F. Total Errl)loyee ADT
Total
If total employee ADT is greater than or equal to 110 employee ADT, a TOM plan is required.
*NOTE: Notwithstanding the 110 employee ADT threshold above, General Plan Mobility Element Policy 3-P.ll requires new development that adds vehicle traffic
to vehicle LOS-exempt street facilities to implement TOM and transportation system management strategies. Please consult with City of Carlsbad Land Development
Engineering (LOE) staff to determine whether this policy applies to your project.
TOM plan required: Yes □ No □
LDEStaffVerification: D ______ (staffinitials)
A. D All Construction, estimated start date post Jan. 1, 2036
Will the project reduce 50% of emissions from project
construction activities through use of electric-powered
or alternatively-fueled construction equipment, if
requirements are adopted and effective?
□ Yes ___________ _
□ No ___________ _
181 N/A hoping to be done with construction before 2036:)
Check N/A only if the project does not include any construction activities and/or the alternative-fuel construction equipment ordinance has not been adopted yet (estimated
adoption year 2035). A preliminary plan must be submitted to city staff showing anticipated construction equipment use and a quantified roadmap to reduce emissions.
P-30 Page 8 of 8 Revised November 2024
C cityof
Carlsbad
CONCURRENT PERMIT
PROCESSING AGREEMENT
P-34
Community Development
Planning Division
1635 Faraday Avenue
(442) 339-2610
www.carlsbadca.gov
Refer to 1B-113 for eligibility
PLEASE REFER TO INFORMATION BULLETIN 18-113 FOR ELIGIBILITY
Project Name: Forrest Residence Tamarack Avenue Permit#: CDP 2025-0004
Project Address: Not yet assigned -~--~-----------AP N: 207-120-68-00
It is requested that the above-named project be granted concurrent submittal and review of ministerial approvals
pertaining to a pending discretionary permit action on the development. By signing this agreement, the applicant
certifies that said owner(s) acknowledge and accepts that:
1. The construction drawings and documents that are part of the ministerial approval application may have to be
revised as necessary to reflect required changes to the conditions and/or drawings and documents of the
associated discretionary actions. This may require additional review time and costs.
2. No permits for work including demolition, grading, public improvement, or construction will be issued until:
a. Final approval of the associated discretionary actions has occurred, and all appeal periods have ended.
b. The city has received evidence that any subsequent approvals required by other Federal, State, or local
agencies are obtained by the applicant/owner.
Furthermore, the applicant certifies that said owner(s) acknowledge and accept all responsibilities for changes required
to the submitted construction drawings and documents as a result of, and to achieve consistency with, the discretionary
actions for the development. The applicant acknowledges and accepts that the City assumes no responsibility for said
changes and the impacts that result to the development as a result.
The applicant certifies that said owner(s) acknowledges and accepts that plan review fees and deposits expended by
city staff during the processing and review of the construction drawings and documents are non-refundable, and that
additional fees or deposits may be required if additional staff review of drawings and documents are necessary to reflect
the final design of the development as approved in the corresponding discretionary actions.
Applicant Name:
Applicant Signature:
CITY USE ONLY
Approved
U Denied
Amy Forrest and Stephen Forrest
~
Print
P-34 Concurrent Permit Review
Date: March 17, 2025
3 I, /'U>•z.:~
Date:
3/22
{"city of
Carlsbad
Certificate of Accuracy
P-37
Development Services
Planning Division
1635 Faraday Avenue
(442) 339-2610
www.carlsbadca.gov
Project Name Forrest Residence Tamarack Avenue
Type of permit(s) applying for Coastal Development Permit-Major
P-37
CITY OF CARLSBAD -PLANNING DIVISION
CERTIFICATE OF ACCU RACY
I certify all documents and plans clearly and accurately show all existing and
all proposed buildings, structures, access roads, and utilities/utility
easements. All proposed land use activities, improvements to land, and/or
building modifications or additions are clearly labeled on the site plan of the
approved plan set. I understand that any potentially existing detail within
these plans inconsistent with the site plan are not approved and may be
required to be altered or removed. The submitted documents and plans show
the correct dimensions of the property, the buildings, and structures and their
setbacks from property lines and from one another, access roads/easements,
and utilities. The existing and proposed use of land and of each building as
stated is true and correct. Further, all improvements existing on the property
were completed in accordance with all regulations in existence at the time of
their construction, unless otherwise noted. All easements and other
encumbrances to development have been accurately shown and labeled as
well as all on-site grading/site preparation.
Applicant: Amy Forrest ~
Page 1 of 1
Date: January 28, 2025
Cf. l
FEB 11 2025
Rev. 2/2022
("'city of
Carlsbad
Community Deve;upment Department -Planning Division
Transportation Analysis Need Statement
{P-42)
PROJECT DESCRIPTION (COMPLETED BY APPLICANT) Once completed, present to Land Development Engineering to complete the rest of the form.
Forrest Residence Tamarack Ave AP N: 207-120-68-00 Parcel #3
Project Name Project Address and Assessor Parcel Number(s)
A. Project Scope, select all that apply
Xl Single-family, total# of units: o□e u □it (Complete sections C & D)
D Multi-family, total# of units: (Complete sections C & D)
D Office, total gross square footage: (Complete sections B, C & D)
D Commercial, total gross square footage: (Complete sections B, C & D)
D Other, describe: (Complete sections B, C & D)
B. Project Thresholds for Transportation Demand Management Plans -Nonresidential Projects ONLY
FOR NONRESIDENTIAL ONLY: If project meets Average Daily Employee Trips (ADET) thresholds of 110 ADET, the applicant must include two copies
of a Transportation Demand Management (TDM) Plan with the formal application.
D New nonresidential building, number of ADET proposed: ADET
D Nonresidential building addition, number of ADET proposed: ADET
D Tenant improvements to existing space, number of ADET ADET affected:
D A nonresidential redevelopment creating a single space/suite ADET hosting one business, number of AD ET affected:
D Creating of outdoor facilities where employees are expected to NOTE: Refer to the TOM Handbook
work, number of ADET affected: ADET for more information.
C. Impact Analysis -ALL Projects
Circulation Impact Analysis (MM LOS) -All applications which propose an increase in the traffic generation rate of 110 Average Daily Trips (ADT)
or more than 11 pea k hour trips, over existing traffic generation for the site, impact analysis must be provided with a formal application.
~ Is the project consistent with the General Plan or zoning? ~Yes D No
D Is the project proposing more than 110 ADT or more than 11 peak hour trips? □Yes D No
NOTE: If the project includes more than 110 ADT or more than 11 peak hour trips, the applicant shall coordinate and receive approval of a scoping
agreement with the City's Transportation Department AND submit two copies of the local mobility analysis (LMA) per the City's Transportation
Impact Analysis {TIA) Guidelines. Application may be determined to be incomplete or denied if an LMA is required and application is missing
either the approved scoping agreement or LMA. If scoping agreement requires TOM plan, include two copies of a Preliminary TOM Plan with
submittal. Refer to the city's most recent Monitoring_ Report on the Growth Management Plan for additional information.
D. Declaration
By signing below, the applicant acknowledges that the information provided is accurate and acknowledges that any significant modification of
the proposed project may result in changes the required analysis. None of the ADT/MMLOS analysis is not to be considered in lieu of project
related Vehicle Miles Traveled (VMT) studies which may be required pursuant to CEQA. Applicant acknowledges that other traffic or related
en7 'J!;;:!;/al studies that are necessary to make an environmental determination may be required.
{\ Mr< ) -Amy Eorrest
Appliaffit Signature Applicant Name
STAFF REVIEW AND EVALUATION (COMPLETED BY LAND DEVELOPMENT ENGINEERING)
A.
B.
TDM PLAN IS NOT REQUIRED.
D TDM PLAN MAY BE REQUIRED: Scoping agreement to determine preliminary TDM Plan requirement.
D
J
TDM PLAN~ REQUIRED: Applicant MUST submit two copies of a TDM Plan to have a complete application.
LMA IS NOT REQUIRED: The project does not meet the ADT or peak period thresholds.
1 {28{2025
Date
D LMA IS REQUIRED: Applicant MUST submit an approved scoping agreement and two copies of a LMA to have a complete application.
Once completed by d Development Engineering, this form is to be submitted to the Community Development Department (1635 Faraday Avenue)
as part of t~e • 10 ary ermit application.
Title
TRANS Form _rev. 8/24
Forrest Residence Tamarack Avenue
APN 207-1 20-68-00
Form P-2 Section K
Fire Access and Protection Plan
~orch Google Ma:ps T1 Restaurants • Hotels @) Things to do , Q Museums)'../~ Transit El Pharmacies ••• ATMs
Fire Hydrant : comer of Valley a Tamarack
162 Feet to corner of subject property
~}
3Rf!5
SUBJE~Y,
no existing plantings Nill remain within 20ft of house
New (minimal) landscaping will be low water but fire resistant.
C
F B 1 1 2,ri·,
i -·· ::::
Photographic Survey 0 Tamarack APN 207-120-68-00
Forrest Residence Tamarack Ave
Map: numbers correlate to photo location. Arrows indicate direction of photo
NORTH
3876
1644
Photo 4
Photo 3 V/ Photo 5
V,, ~Photos
Photo 7
Map dala 02025 Go<:
SOUTH
Cf.
FEB 11 2' 'J
Photo 1: On Tamarack Ave looking NORTH . All four property boundaries are shown in this
photograph, although a tiny portion of the SW corner of the lot is not shown. You can see the
traffic calming sign that we will need to apply for a permit to move.
Photo 2: Front property line, looking EAST. SW corner is shown in this photo.
'
Photo 3: This is looking diagonally across the lot from the NW corner to the SE corner. It shows
that the lot is quite flat. We intend to keep the liquid amber tree that is shown in the top of the
photo, but it is the only tree or shrub that we have been advised we should keep.
Photo 4: This is the W property line from the NW corner of the lot looking S. All trees and shrubs
along this PL will be removed (on advice from licensed arborists).
Photo 5: The lot facing S. The visible houses are on the S side of Tamarack.
Photo 6: N property Line
Photo 7: E property line is to the RIGHT of the driveway (which is not on our property. It belongs
to 1644 Tamarack Ave). The eucalyptus on our PL will be removed.
PRELIMINARY REPORT
4I Fidelity Nati onal Title Company'
7565 Mission Valley Road , Su ite 100
San Diego, CA 92108
Prelim Number:
9922409751
Issuing Policies of Fidelity National Title Insurance Company
Fidelity National Title Company
7565 Mission Valley Road, Suite 100
San Diego, CA 92108
Phone No.: (619)725-2100
Fax:
Amy Forrest
3024 John F Kennedy Blvd, #2113
Philadelphia, PA 19104
Attn: Amy Forrest
Ref. No.:
Property: Vacant Land, CA 92008
Title Officer.:
Email:
Phone No.:
Fax No.:
File No.:
Marlo Macias Team
SDUnit4@fnf.com
99224097 51-M M
In response to the application for a policy of title insurance referenced herein, Fidelity National Title Company hereby
reports that it is prepared to issue, or cause to be issued, as of the date hereof, a policy or policies of title insurance
describing the land and the estate or interest therein hereinafter set forth , insuring against loss which may be sustained by
reason of any defect, lien or encumbrance not shown or referred to as an exception herein or not excluded from coverage
pursuant to the printed Schedules, Conditions and Stipulations or Conditions of said policy forms.
The printed Exceptions and Exclusions from the coverage and Limitations on Covered Risks of said policy or policies are
set forth in Attachment One. The policy to be issued may contain an arbitration clause. When the Amount of Insurance is
less than that set forth in the arbitration clause, all arbitrable matters shall be arbitrated at the option of either the Company
or the Insured as the exclusive remedy of the parties. Limitations on Covered Risks applicable to the CLTA and ALTA
Homeowner's Policies of Title Insurance wh ich establish a Deductible Amount and a Maximum Dollar Limit of Liability for
certain coverages are also set forth in Attachment One. Copies of the policy forms should be read. They are available
from the office which issued this report.
This report (and any supplements or amendments hereto) is issued solely for the purpose of facilitating the issuance of a
policy of title insurance and no liability is assumed hereby. If it is desired that liability be assumed prior to the issuance of a
policy of title insurance, a Binder or Commitment should be requested.
The policy(ies) of title insurance to be issued hereunder will be policy(ies) of Fidelity National Title Insurance Company, a
Florida corporation.
Please read the exceptions shown or referred to herein and the exceptions and exclusions set forth in Attachment
One of this report carefully. The exceptions and exclusions are meant to provide you with notice of matters
which are not covered under the terms of the title insurance policy and should be carefully considered.
It is important to note that this preliminary report is not a written representation as to the condition of title and
may not list all liens, defects and encumbrances affecting title to the land.
Countersigned By:
Authorized Officer or Agent
Steve Stokes
CL TA Preliminary Report Form -Modified (Adopted: 11.17.2006)
Page 1
FEB 11 2025
Printed: 11.12.24@ 11:42AM
CA-FT-FSDG-01500.071026-SPS-1-24-9922409751
FIDELITY NATIONAL TITLE COMPANY
Effective date: November 4, 2024 at 07:30 AM
The form of Policy or Policies of Title Insurance contemplated by this Report is:
CL TA Standard Coverage Owner's Policy -2022
ALTA Loan Policy 2021
PRELIM NO. 9922409751
1. The estate or interest in the Land hereinafter described or referred to covered by this Report is:
AFEE
2. Title to said estate or interest at the date hereof is vested in:
Stephen E. Forrest and Amy B. Forrest, Trustees of The Forrest September 25, 2014 Family Trust
3. The Land referred to in this Report is described as follows:
SEE EXHIBIT "A" ATTACHED HERETO AND MADE A PART HEREOF
CL TA Preliminary Report Form -Modified (Adopted: 11 .17.2006)
Page 2
Printed: 11.12.24 @ 11 :42 AM
CA-FT-FSDG-01500.071 026-S PS-1-24-9922409751
For APN/Parcel ID(s): 207-120-68-00
EXHIBIT A
Legal Description
For Tax Map ID(s): Pm12803 and 207-120-68-00
THE LAND REFERRED TO HEREIN BELOW IS SITUATED IN THE CITY OF CARLSBAD, COUNTY OF SAN DIEGO,
STATE OF CALIFORNIA AND IS DESCRIBED AS FOLLOWS:
PARCEL 3, IN THE CITY OF CARLSBAD, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA, ACCORDING TO THE
MAP THEREOF NO . 12803 OF PARCEL MAPS, FILED IN THE OFFICE OF THE COUNTY RECORDER OF SAN
DIEGO COUNTY, JULY 14, 1983.
CL TA Preliminary Report Form -Modified (Adopted: 11.17.2006)
Page 3
Printed: 11.12.24@11:42AM
CA-FT-FSDG-01500.071026-SP S-1-24-9922409751
FIDELITY NATIONAL TITLE COMPANY PRELIM NO. 9922409751
EXCEPTIONS
At the date hereof, items to be considered and exceptions to coverage in addition to the printed exceptions and exclusions
in said policy form would be as follows:
1. Property taxes, including any personal property taxes and any assessments collected with taxes are as follows:
Code Area:
Tax Identification No.:
09000
207-120-68-00
2024-2025
$2,178.74, Open
$2,178.74, Open
$0.00
$402,074.00
$0.00
Fiscal Year:
1st Installment:
2nd Installment:
Exemption:
Land:
Improvements:
Personal Property:
Bill No.:None shown
Tracer No.:
$0.00
09000
2. Supplemental assessment for 2023-2024
1st Installment:
Must be paid by:
2nd Installment:
Must be Paid By:
Bill No.:
Tracer No.:
$326.07, Open
December 31 , 2024
$326.07, Open
April 30, 2025
839-397-05-33
None shown
3. Supplemental assessment for 2024-2025
1st Installment:
Must be paid by:
2nd Installment:
Must be Paid By:
Bill No.:
Tracer No.:
$1 ,847.92, Open
December 31 , 2024
$1 ,847.92, Open
April 30, 2025
849-397 -05-24
None shown
4. The lien of supplemental or escaped assessments of property taxes, if any, made pursuant to the provisions of
Chapter 3.5 (commencing with Section 75) or Part 2, Chapter 3, Articles 3 and 4, respectively, of the Revenue and
Taxation Code of the State of California as a result of the transfer of title to the vestee named in Schedule A or as
a result of changes in ownership or new construction occurring prior to Date of Policy.
Note: If said supplementals (if any) are not posted prior to the date of closing, this company assumes no liability
for payment thereof.
5. Any rights of the parties in possession of a portion of, or all of, said Land , which rights are not disclosed by the
Public Records.
The Company will require, for review, a full and complete copy of any unrecorded agreement, contract, license
and/or lease, together with all supplements, assignments and amendments thereto, before issuing any policy of
title insurance without excepting this item from coverage.
The Company reserves the right to except additional items and/or make additional requirements after reviewing
said documents.
6. Easement(s) for the purpose(s) shown below and rights incidental thereto as set forth in a document:
Purpose: Telephone and/or electric poles and lines and for sewer, water and/or gas mains and
CL TA Preliminary Report Form -Modifi ed (Adopted: 11 .17.2006)
Page 4
Printed: 11 .12.24 @ 11 :42 AM
CA-FT-FSDG-01 500.071026-SPS-1-24-9922409751
FIDELITY NATIONAL TITLE COMPANY
pipelines
Recording Date:
Recording No.:
Affects:
September 18, 1944
Book 1745, Page 197, of Official Records
said land more particularly described therein
The exact location and extent of said easement is not disclosed of record.
PRELIM NO. 9922409751
7. Various matters including, but not limited to, requirements for developing or improving the land, proposed
easements, covenants, conditions, restrictions and provisions set forth on Parcel Map no. 12803
8. Please be advised that our search did not disclose any open Deeds of Trust of record. If you should have
knowledge of any outstanding obligation, please contact the Title Department immediately.
In order to close this pending transaction, we will need the following information:
1. Completion of the attached Owner's Declaration
2. Completed Escrow Owner Information Sheet
3. A statement from escrow providing the complete name of the account that proceeds are going to.
The Company reserves the right to add additional items and/or make further requirements after review of the
requested documentation.
END OF EXCEPTIONS
PLEASE REFER TO THE "INFORMATIONAL NOTES" AND "REQUIREMENTS" SECTIONS WHICH FOLLOW FOR
• INFORMATION NECESSARY TO COMPLETE THIS TRANSACTION.
CL TA Preliminary Report Form -Modified (Adopted: 11 .17.2006)
Page 5
Printed: 11.12.24 @ 11:42AM
CA-FT-FSDG-01 500.071026-S P S-1-24-9922409751