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CDP 2025-0022; SUNNYHILL 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 §) SUBMITTAL INFORMATION -ALL APPLICATIONS NAME OF PROJECT: CS472 ----------------------------------NEW 644 SF 1-STORY, DETACHED, FACTORY-BUILT, STATE-APPROVED, BRIEF SUMMARY OF PROJECT: --'-A=C-=C=ES=S=--..cOc.c...R-'--'.Y--"D'-CW-=--=E=L=Ll'-'--'N=G--"U'--'-N'-'--IT'---------------- 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 oNL YJ Legislative Permits (FOR DEPT. USE ONLY) [x] Coastal Development Permit D Major [XI Minor D Conditional Use Permit D Major D Minor D Amend/Ext. D Day Care (Large) D New D Amend/Ext. D Environmental Impact Assessment D Habitat Management Permit D Major D Minor D Hillside Development Permit D Major D Minor D Amend/Ext. D Nonconforming Construction Permit □ , Planned Development Permit D Residential D Non-Residential D Major D Minor D Amend D Precise Development Plan D Site Development Plan D Major D Minor D Special Use Permit D Tentative Parcel Map (Minor Subdivision) D Tentative Tract Map (Major Subdivision) D Variance D Major D Minor ,,:,.. ~ as~ <P NOTE: A PROPOSED PROJECT REQUIRING APPLICATION SUBMITTAL MUST BE MADE BY APPOINTMENT OR THROUGH THE CSS ONLINE PORTAL P-1 Page 1 of 5 D General Plan Amendment D Map OText D Local Coastal Program Amendment D Map D Text □ Master Plan D New Plan OAmend □ Specific Plan D New Plan □Amend D Zoning Change OMap 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: JO~ DEV CASE NO.: {)a/t:~REC. BY: Th DATE STAMP APPLICATION RECEIVED CITY OF CARLSBAD JUL O 7 2025 PLANNING 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 ( Cicyof Carlsbad AUTHORIZATION, CONSENT, AND DISCLOSURE STATEMENT P-1(A) Development Services Planning Division 1635 Faraday Avenue 442-339-2600 www.carlsbadca.gov [Ifil APPLICATION AND ACKNOWLEDGEMENT INFORMATION This submittal form (Part A through Part F) must be completed as part of your application with the City of Carlsbad. Your project cannot be reviewed until this information is completed. PART A. Owner Authorization and Consent NOTE: This Consent and Disclosure Form must list the name of the principal owners {10% or greater) and attach a copy of the current corporate articles, partnership agreement, or trust document, as applicable. Provide name(s) of the person(s) authorized to sign on behalf of 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: 207-07 4-05-00 Assessor's Map Book, Page and Parcel (APN/APNs): ________________ _ ________________________________ ;and Street Address (if applicable): 4083 SUNNYHILL DRIVE CALSBAD, 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 and the information is true and correct. 1. Name: HEIDI M. KIM Signature:----'--~'-"-------- Signature: ________________________ _ Phone Number: 310-927-3274 Email: heidi_wheeler@yahoo.com contact Address: 4083 SUNNYHILL DRIVE CALSBAD, CA 92008 2. Name: MICHAEL J. WHEELER Signature: ____ ':::fu___._-'--""-'~------- Phone Number: __ 3_1_0_-9_2_7_-_3_2_7 4 ____ Email: mwheelerjr@gmail.com contact Address: 4083 SUNNYHILL DRIVE CALSBAD, CA 92008 NOTE: For additional names, please use a separate sheet of paper. Page 1 of 7 P-1(A) Form Rev 12/2024 I PART C. Project Team Information (complete all applicable fields) Applicant: □ Same as Owner IE Different from Owner Name (if different from Owner): _N_A_T_S_U_K_I_M_A_T_S_U_M_O_T_O ____________ _ company or Firm: COVER TECHNOLOGIES Phone Number: 707.849.5718 Email: REGULATORY@BUILDCOVER.COM Contact Address: 1415 W 178TH STREET City: GARDENA State:~ Zip Code: 90248 Agent or Representative: 00 Same as Applicant □ Different from Applicant □ N/A Name (if different from Applicant): _______________________ _ Company or Firm: _____________________________ _ Phone Number: ___________ Email: ________________ _ Contact Address: ___________ City: ______ State: __ Zip Code: ___ _ Other (specify Architect, Engineer, CEQA Consultant, etc.): ______________ _ Name:--------------------------------- Company or Firm: _____________________________ _ Phone Number: ___________ Email: ________________ _ Contact Address: ___________ City: ______ State: __ Zip Code: ___ _ NOTE: A Letter of Authorization (LOA) from the Property Owner empowering a person or persons to act on the behalf of the Property, is required if anyone other than the Property Owner signs the Land Use Review Application as the Applicant or Agent. The authorized person (Applicant or Agent) on the LOA must correspond with the name and signature, above. PART D. Single "Point of Contact" Designation A single "point of contact" is an individual that handles all communications with the city and its review team for the purposes of sending and receiving application materials, information, reports, etc. The point of contact is to be the single individual elected on the Land Use Review Application form for all communications and to remain as the primary contact for all status updates relating to the Land Use Review Application. Single Point of Contact: IE Applicant □ Property Owner □ Agent □ Other ________ _ Page 3 of 7 P-1(A) Form Rev 12/2024 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 IXl 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 of the 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 responsib!lity 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 PART A. Project Summary Information NAME OF PROJECT: cs4 72 ------------------------------ APPLICATION PERMIT TYPES REQUESTED: __ A_D_U_B_u_il_di_n_g_P_e_r_m_it ___________ _ ACCESSOR PARCEL NUMBERS: __ 2_0_7_-0_7_4_-_05_0_0 _________________ _ PROPERTY ADDRESS: 4083 Sunnyhill Drive, Calsbad, CA 92008 CONTACT: IXI Applicant □ Property Owner □ Agent Signature: --/+-jl-ts_u-,k (_~I ....,..L_avt_Asv_,ult=m,--ot_o _________________ _ Name: A.Al\ Y\ Date: 6/30/2025 -----=---"-----+--1,1-+1--\+----------- 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. NEW 644 SF 1-STORY, DETACHED, FACTORY-BUILT, STATE-APPROVED, ACCESSORY DWELLING UNIT, TRENCHING FOR UTILITY CONNECTIONS AND SITE DRAINAGE Page 2 of 4 P-1 (8) Fonn 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). 1. A very high fire hazard severity zone, as determined by the Department of Forestry and Fire Protection pursuant to Government Code§ 51178 for State Responsibility Areas; or any official local maps published pursuant to Government Code§ 51178 for Local Responsibility Areas. 2. Wetlands, as defined in the United States Fish and Wildlife Service Manual, Part 660 FW 2 (June 21, 1993). 3. A hazardous waste site that is listed pursuant to Government Code § 65962.5 or a hazardous waste site designated by the Department of Toxic Substances Control pursuant to Health and Safety Code § 25356 of the Health and Safety Code. NOTE: Certification of compliance required on Form P-l(C). 4. A special flood hazard area subject to inundation by the 1 percent annual chance flood (100-year flood} as determined by the Federal Emergency Management Agency in any official maps published by the Federal Emergency Management Agency. 5. A delineated earthquake 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). Yes □ □ □ □ □ □ □ 00 □ No 00 00 CR] 00 [x] 00 00 □ IBJ Page 3 of 4 P-1(8 ) Form Rev 4/2024 ( Cicyof Carlsbad EIA INFORMATION FORM P-1 (D) [fil 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 8 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: CS472 -----------------------------NEW 644 SF 1-STORY, DETACHED, FACTORY-BUILT, BRIEF SUMMARY OF PROJECT: STATE-APPROVED, ACCESSORY DWELLING UNIT LOCATION: 4083 SUNNYHILL DRIVE, CARLSBAD, CA 92008 CONTAC~: IX! Applicam□ Pr ert Own~~Agent Signature: A_~ vv Name: NATSUKI MATSUMOTO Date: 6/9/2025 NOTE: Except where circumstances dictate a different processing timeline pursuant to state Jaw, the city will formally begin the formal evaluation of the project after deeming the Land Use Review Application as complete and determining the project is subject to CEQA. CITY OF CARLSBAD JUL U 7 2025 PLANNING DIVISION Page 1 of 5 P-l(D) Fann 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). OCI 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: Government Code § 65852.2 -ADU Law □ 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 DOCUMENTA T/ON 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 PART B. Property and Project Screening Information (If Applicable) This section is to be completed only if further environmental review and documentation is required (such as an Environmental Impact Report, Mitigated Negative Declaration, or Negative Declaration. After your Land Use Review Application is complete, the City Planner will request the preparation of an Initial Study, which will rely, in part, on the information provided in this form. If you believe that a previously completed CEQA document adequately addresses the environmental impacts of the proposed project, a Petition for Use of Prior CEQA Document or tiering checklist ( as required by CEQA) may be filed which will be reviewed and considered. It is important to note that the details of the request must be carefully evaluated and Planning staff's recommendation or decision for 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_IN_G_L_E_F_A_M_IL_Y_R_E_S_ID_E_N_C_E __________ _ b. Topography/ slope: __ FL_A_T_L_O_T ___________________ _ c. Vegetation: __ N_O_N_E _________________________ _ d. Wildlife: __ N_O_N_E ________________________ _ e. Surface waters: __ N_O_N_E ________________________ _ f. Cultural/ historical resources : -----------------------NONE g. Other: ______________________________ _ 2. Describe each item as it relates to the SURROUNDING AREA: a. Existing land uses/ structures: __ S_IN_G_L_E_F_A_M_I_L Y_R_E_S_I_D_E_N_C_E _________ _ b. Topography/ slope: ___ F_LA_T_L_O_T __________________ _ c. Vegetation: ___ N_O_N_E _______________________ _ d. Wildlife: ___ N_O_N_E _______________________ _ e. Surface waters: ___ . _N_O_N_E ______________________ _ f. Cultural / historical resources: -----------------------NONE g. Other: ______________________________ _ Page 3 of 5 P-1 (D) Fonn Rev 6/2023 3. Describe the whole action involved, including but not limited to later phases of the project, and any secondary, support, or off-site features necessary for its implementation. NEW 644 SF 1-STORY, DETACHED, FACTORY-BUILT, STATE-APPROVED, ACCESSORY DWELLING UNIT, TRENCHING FOR UTILITY CONNECTIONS AND SITE DRAINAGE 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. WE ARE FACTORY-BUil TSO THERE IS MINIMAL WASTE AND TIME OF CONSTRUCTION. WE ARE ALSO ON PILES SO THERE IS MINIMAL IMPACT ON THE EXISTING ENVIRONMENT BUT TO MITIGATE THE IMPACT OF CONSTRUCTION, WE WILL FOLLOW BMP. Are the following items applicable to the project or its effects? Discuss all items checked "yes" (attach additional sheets as necessary). Yes No 5. Change in existing features of any bays, tidelands, beaches, or hills, or substantial alteration of ground contours. □ 6. Change in scenic views or vistas from existing residential areas or public lands or 0 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. Ix] [xl 00 00 [xl 10. Substantial change in existing noise or vibration levels in the vicinity. D [xl 11. Site on filled land or on slope of 10 percent or more. 0 [xi 12. Use of disposa l of potentially hazardous materials, such as toxic substances, D [xi flammables or explosives. 13. Substantial change in demand for municipal services (police, fire, water, sewage, D [X] etc.). 14. Substantially increase fossil fuel consumption (electricity, oil, natural gas, etc.). 0 00 15. Relationship to a larger project or series of projects of the same type in the same O [XI general area. Page 4 of 5 P-1 (D) Form Rev 6/2023 Yes No 16. Site with tree groves, rock outcroppings, or similar resources. □ [X] 17. Site with sensitive plant or animal habitats, defined by the California Endangered □ [Xl Special Act (Fish and Game Code §§ 2050 et. seq .) or the Federal Endangered Species Act (16 U.S.C. §§ et. seq.); or sensitive, rare, candidate species of special concern; endangered or threatened biological specials or their habitat (specifically including sage scrub habitat for the California Gnatcatcher); or the site is immediately adjacent to a corridor or larger area which has wildlife movement. 18. Site has known archaeological or cultural resources from either historic or □ IZ] prehistoric periods. 19. Site has buildings or structures, including houses, garages, barns, commercial □ [ZI 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. A few statutes or ordinances require agencies to make decisions on permits within time limits that are so short that review of the project under CEQA time limits would be difficult. To enable the city to comply with the Permit Streamlining Act and CEQA, the case planner will deem an application for a project not received for filing under the statute or ordinance until such time that progress toward completing the environmental documentation required by CEQA is sufficient to enable the city to finish the CEQA process within the shorter permit time limit. This form must be stapled/attached to the application and shall be effective until replaced or revoked in writing. Page 5 of 5 P-1 (D) Form Rev 6/2023 0. Assessor's Parcel Number of proposed development 207-07 4-05-00 E. Development Description: Briefly describe project: NEW 644 SF 1-STORY, DETACHED, FACTORY-BUILT, STATE-APPROVED , ACCESSORY DWELLING UNIT 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 HOME South: SINGLE FAMILY HOME East: STREET, SINGLE FAMILY HOME West: SINGLE FAMILY HOME G. Is project located within a 100-year flood plain? 0 Yes IX] No II. PRESENT USE OF PROPERTY A. Are there existing structures on the property? Ix] Yes D No If yes, please describe. SINGLE FAMILY HOME B. Will any existing structure be removed/demolished? D Yes IX] No If yes to either question, describe the extent of the demolition or removal, including the relocation site, if appl icable (also show on plans). Ill. LOT COVERAGE P-6 A. Existing and Proposed Building Coverage Landscaped Area Hardscape Area Unimproved Area (Left Natural) Existing 1,955 ft ___ sq .. ___ sq.ft. sq. ft. --- ___ sq.ft. Page 2 of 7 Pro12osed Total 644 sq. ft. 2,599 sq. ft. 16.6 sq. ft. sq. ft. sq. ft. sq. ft. sq. ft. sq . ft. Revised 9/24 ... % % % % P-6 B. Parking: Number of existing spaces 2 Number of new spaces proposed __ N_/_A ___ ~ Existing/Proposed TOT AL: 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? Is tandem parking proposed? C. Grade Alteration: Is any grading proposed? D Yes 1K] No If yes, please complete the following: D Yes#_ [Z] No OYes# [Z] No 1. Amount of cut ___________________ cu. yds. 2. 3. 4. 5. 6. Amount of fill ___________________ cu. yds. Maximum height of fill slope feet Maximum height of cut slope feet Amount of import or export cu. yds . Location of borrow or disposal site ________________ _ Page 3 of 7 Revised 9/24 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 7 Revised 9/24 1 J. Development Services Planning Division 1635 Faraday Avenue ( 442) 339-2610 www.carlsbadca.gov CLIMATE ACTION PLAN UPDATE CONSISTENCY CHECKLIST P-30 (cityof Carlsbad PURPOSE 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 building permit. • Details on CAP Update ordinance requirements are available on the city's website. CITY OF CARL SBAO JUL O 7 2025 PLANNING D/V/SiON P-30 Page 1 of 8 Revised November 2024 Carlsbad Climate Action Plan Upd, Jnsistency 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. 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 Appendix JA12 of the CEC. :. ,. -~ . -, .... ,,., .,,-.--~-~-., .·, ,' ' . . A. IX] Residential new construction Please refer to Carlsbad Ordinance CS-437 when completing this section. O!I 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) D Single 240-volt heat pump water heater AND PV system .3 kWdc larger than required. rg) 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. □ Gas or propane system with a solar water heating system and recirculation system □ 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: □ Recirculation system □ Solar water heating system that is either: □ .20 solar savings fraction D .15 solar savings fraction, plus drain water heat recovery □ Exception: B. D 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 ~Cityof Carlsbad STORM WATER STANDARDS QUESTIONNAIRE Development Services Land Development Engineering 1635 Faraday Avenue 442-339-2750 www.carlsbadca.gov E-34 I tNSTRUCTIONS: To address post-development pollutants that may be generated from development projects, the city requires that new development and significant redevelopment priority projects incorporate Permanent Storm Water Best Management Practices (BMPs) into the project design per Carlsbad BMP Design Manual (BMP Manual). To view the BMP Manual, refer to the Engineering Standards (Volume 5). This questionnaire must be completed by the applicant in advance of submitting for a development application (subdivision, discretionary permits and/or construction permits). The results of the questionnaire determine the level of storm water standards that must be applied to a proposed development or redevelopment project. Depending on the outcome, your project will either be subject to 'STANDARD PROJECT' requirements, "PRIORITY DEVELOPMENT PROJECT (PDP) requirements or not considered a development project. This questionnaire will also determine if the project is subject to TRASH CAPTURE REQUIREMENTS. Your responses to the questionnaire represent an initial assessment of the proposed project conditions and impacts. City staff has responsibility for making the final assessment after submission of the development application. If staff determines that the questionnaire was incorrectly filled out and is subject to more stringent storm water standards than initially assessed by you, this will result in the return of the development application as incomplete. In this case, please make the changes to the questionnaire and resubmit to the city. If you are unsure about the meaning of a question or need help in determining how to respond to one or more of the questions, please seek assistance from Land Development Engineering staff. A completed and signed questionnaire must be submitted with each development project application. Only one completed and signed questionnaire is required when multiple development applications for the same project are submitted concurrently. PROJECT INFORMATION PROJECT NAME: CS4 72 APN: ADDRESS: 4083 SUNNYHILL DRIVE 207-07 4-05-00 The project is (check one): lg] New Development D Redevelopment The total proposed disturbed area is: 644 ft2 ( 0.015 ) acres The total proposed newly created and/or replaced impervious area is: 644 ft2 ( 0.015 ) 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 Gil 1 Use Only YES NO Date: Project ID: City Concurrence: □ □ By: CITY OF CARLSBAD JUL O 7 2025 E-34 Page 1 of 4 PLANNING 01\//S!O, REV 12/2024 -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? □ l8I 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 12/2024 STEP i ;t't ' ... ·;..:: TO BE COMPL&TIID-PORAU. NEW OR RlifJEV&Ol!llllt PJK>JECTS To determine if your project is a PDP , please answer the following questions (MS4 Permit Provision E.3.b.(1 )): YES NO 1. Is your project a new or redevelopment project that creates 10,000 square feet or more of impervious surfaces 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 □ ~ 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 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 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 □ ~ 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 □ ~ site? A street, road, highway, freeway or driveway is any paved impervious surface used for the transportation of automobiles, trucks, motorcycles, and other vehicles. 7. Is your project a new or redevelopment project that creates and/or replaces 2,500 square feet or more of impervious surface collectively over the entire site, and discharges directly to an Environmentally □ ~ Sensitive Area (ESA)? "Discharging Directly to" includes flow that is conveyed overland a distance of 200 feet or less from the project to the ESA, or conveyed in a pipe or open channel any distance as an isolated flow from the project to the ESA (i.e. not commingled with flows from adjacent lands).* 8. Is your project a new development or redevelopment project that creates and/or replaces 5,000 square feet or more of impervious surface that supports an automotive repair shop? An automotive repair □ ~ 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 □ ~ 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 □ ~ 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 □ ~ 21 .203.040) If you answered "yes" to one or more of the above questions, your project is a POP. 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 'ST AN OARD PROJECT'. Go to step 5, complete the trash capture question. • Environmentally Sensitive Areas include but are not limited to all Clean Water Act Section 303(d) impaired water bodies; areas designated as Areas of Special Biological Significance by the State Water Resources Control Board (Water Quality Control Plan for the San Diego Basin (1994) and amendments); water bodies designated with the RARE beneficial use by the State Water Resources Control Board (Water Quality Control Plan for the San Diego Basin (1994) and amendments); areas designated as preserves or their equivalent under the Multi Species Conservation Program within the Cities and County of San Diego; Habitat Management Plan; and any other equivalent environmentally sensitive areas which have been identified by the City. E-34 Page 3 of 4 REV 12/2024 -STEP4 TO BE COMPLETED FOR REDEVELOPMENT PROJECTS THAT ARE PRIORITY DEVELOPMENT PROJECTS (PDP) ONLY Complete the questions below regarding your redevelopment project (MS4 Permit Provision E.3.b.(2)): YES NO Does the redevelopment project result in the creation or replacement of impervious surface in an amount of less than 50% of the surface area of the previously existing development? Complete the percent impervious calculation below: Existing impervious area (A) = sq . ft. □ □ Total proposed newly created or replaced impervious area (B) = sq. ft. Percent impervious area created or replaced (B/A)*100 = % If you answered "yes", the structural BMPs required for PDP apply only to the creation or replacement of impervious surface and not the entire development. Go to step 5, complete the trash capture question. If you answered "no," the structural BM P'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 □ lg] 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 you answered "no", Go to step 6, check the second or third box as determined in step 3. STEP& 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). lg] 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: NATSUKl,,,~OTO Applicant Title: SR ARCHITECT Applicant Signature: / ~ h(f t Date: 6/23/2025 E-34 Page 4 of 4 REV 12/2024 • ( Cicyof Carlsbad Project Name: CS472 Project ID: coP202s-0022 DWG No. or Building Permit No.: STANDARD PROJECT REQUIREMENT CHECKLIST E-36 Project Information Development Services Land Development Engineering 1635 Faraday Avenue 442-339-2750 www.carlsbadca.gov Baseline BMPs for Existing and Proposed Site Features Complete the Table 1 -Site Design Requirement to document existing and proposed site features and the BMPs to be implemented for them. All BMPs must be implemented where applicable and feasible. Applicability is generally assumed if a feature exists or is proposed. BMPs must be implemented for site design features where feasible. Leaving the box for a BMP unchecked means it will not be implemented (either partially or fully) either because it is inapplicable or infeasible. Explanations must be provided in the area below. The table provides specific instructions on when explanations are required. Table 1 -Site Design Requirement A. Existing Natural Site Features (see Fact Sheet BL-1) 1. Check the boxes below for each existing feature on 1. Select the BMPs to be implemented for each identified feature. Explain the site. why any BMP not selected is infeasible in the area below. SD-G SD-H Conserve natural Provide buffers around waterbodies features □ Natural waterbodies u u □ Natural storaQe reservoirs & drainaQe corridors u -- [!] Natural areas, soils, & vegetation {incl. trees} l.!.I -- B. BMPs for Common Impervious Outdoor Site Features (see Fact Sheet BL-2) 1. Check the boxes below for each proposed feature. I. ' □ Streets and roads □ Sidewalks ~ walkways □ Parking areas & lots □ Driveways □ Patios, decks, & courtyards □ Hardcourt recreation areas E-36 2. Select the BMPs to be implemented for each proposed feature. If neither BMP SD-B nor SD-I is selected for a feature, explain why both BMPs are infeasible in the area below. SD-B Direct runoff to pervious areas u u □ □ □ u Page 1 of 4 SD-I Minimize size of Construct surfaces from impervious areas permeable materials u u u . u . □ u D Check this box to confirm that all impervious areas on the site will be minimized where feasible. If this box is not checked, identify the surfaces that cannot be minimized in area below, and explain why it is CITY OF CARLSBAD SEP 2 3 2025 PLANNING DIVISION Revised 04/23 □Other: _____ _ Natural permeable areas will remain unaffected. Roof runoff will daylight at curb drain. □ □ infeasible to do so. C. □ BMPs for Rooftop Areas: Check this box if rooftop areas are proposed and select at least one BMP below. (see Fact Sheet BL-3) If no BMPs are selected, explain why they are infeasible in the area below. No roof drain is proposed. This is a State Approved Factory Buil ADU and cannot be added after installation. Iii SD-B Direct runoff to pervious areas □ SD-C Install green roofs OSD-E Install rain barrels D. □ BMPs for Landscaped Areas: Check this box if landscaping is proposed and select the BMP below □ SD-K Sustainable Landscaping (see Fact Sheet BL-4) If SD-K is not selected, explain why it is infeasible in the area below. Provide discussion/justification for site design BMPs that will not be implemented (either partially or fully): Lanscaping is not in our scope of work or license classification. Baseline BMPs for Pollutant-generating Sources All development projects must complete Table 2 -Source Control Requirement to identify applicable requirements for documenting pollutant-generating sources/ features and source control BMPs. BMPs must be implemented for source control features where feasible. Leaving the box for a BMP unchecked means it will not be implemented (either partially or fully) either because it is inapplicable or infeasible. Explanations must be provided in the area below. The table provides specific instructions on when explanations are required . Table 2 -Source Control Requirement A. Management of Storm Water Discharges 1. Identify all proposed outdoor work areas below Iii Check here if none are proposed □ Trash & Refuse Storage □ Materials & Equipment Storage E-36 2. Which BMPs will be used to prevent materials from contacting rainfall or runoff? (See Fact Sheet BL-5) Select all feasible BMPs for each work area SC-A SC-B SC-C Overhead Separation Wind covering flows from protection adjacent areas □ u u u u u Page 2 of 4 3. Where will runoff from the work area be routed? (See Fact Sheet BL-6) Select one or more option for each work area SC-0 SC-E Other Sanitary sewer u □ Containment system u u Revised 04/23 u u ' □ Loading & Unloading □ □ □ □ u □ □ Fueling □ □ □ □ □ □ □ Maintenance & Reoair □ □ □ □ □ □ □ Vehicle & Equioment Cleaning □ □ □ □ □ □ □ Other: □ □ □ □ □ u B. Management of Storm Water Discharges (see Fact Sheet BL-7) Select one ootion for each feature below: • Storm drain inlets and catch basins ... □ are not proposed ~ will be labeled with s~ericiling or. signage to discourage dumoing (SC-F) • Interior work surfaces, floor drains & Ill are not proposed □ will not discharge directly or indirectly to the MS4 sumps ... or receiving waters • Drain lines (e.g. air conditioning, boiler, □ are not proposed Iii will not discharge directly or indirectly to the MS4 etc.) ... or receiving waters • Fire sprinkler test water ... □ are not proposed Iii will not discharge directly or indirectly to the MS4 or receiving waters Provide discussion/justification for source control BMPs that will not be implemented (either partially or fully): Storm water captured from roof downspouts will be collected in catch basins and discharged to street. E-36 Page 3 of 4 Revised 04/23 IA stewart ---T ITLE--- Order No.: 2664700 Your File No.: Buyer/Borrower Name: TBD TBD Daniel Dehler and Eric Richard Stewart Title of California, Inc. Moore 800 N. Brand Blvd . 9th Floor Title Officer Glendale, CA 91203 Phone: (818) 649-5744 Fax: TeamLA@stewart.com PRELIMINARY REPORT Seller Name: Michael J Wheeler Jr and Heidi M Wheeler Property Address: 4083 Sunnyhill Drive, Carlsbad, CA 92008 In response to the above referenced application for a policy of title insurance, Stewart Title of California, Inc. hereby reports that it is prepared to issue, or cause to be issued, as of the date hereof, a Stewart Title Guaranty Company 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 a defect, lien or encumbrance not shown or referred to as an exception below or not excluded from coverage pursuant to the printed Schedules, Exclusions from Coverage, and Conditions of said policy forms. With respect to any contemplated owner's policy, 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/AL TA Homeowner's Policy 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. 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. JDated as of June 18, 2025 at 7:30AM When replying, please contact: Daniel Dehler and Eric Richard Moore, Title Officer Order No.: 2664700 Preliminary Report Page 1 of 8 Stewart Title of California, Inc. 800 N. Brand Blvd. 9th Floor Glendale, CA 91203 (818) 649-5744 T eamLA@stewart.com ,...,-rvni::-f"llr::;,1 ~R CITY OF CARL~AD JUL O 7 2025 PLANNING DIVISION IF ANY DECLARATION, GOVERNING DOCUMENT {FOR EXAMPLE, COVENANT, CONDITION OR RESTRICTION) OR DEED IDENTIFIED AND/OR LINKED IN THIS TITLE PRODUCT CONTAINS ANY RESTRICTION BASED ON AGE, RACE COLOR, RELIGION, SEX, GENDER, GENDER IDENTITY, GENDER EXPRESSION, SEXUAL ORIENTATION, FAMILIAL STATUS, MARITAL STATUS, DISABILITY, VETERAN OR MILITARY STATUS, GENETIC INFORMATION, NATIONAL ORIGIN, SOURCE OF INCOME AS DEFINED IN SUBDIVISION {p) OF SECTION 12955, OR ANCESTRY, THAT RESTRICTION VIOLATES STATE AND FEDERAL FAIR HOUSING LAWS AND IS VOID, AND MAY BE REMOVED PURSUANT TO SECTION 12956.2 OF THE GOVERNMENT CODE BY SUBMITTING A "RESTRICTIVE COVENANT MODIFICATION" FORM, TOGETHER WITH A COPY OF THE ATTACHED DOCUMENT WITH THE UNLAWFUL PROVISION REDACTED TO THE COUNTY RECORDER'S OFFICE. THE "RESTRICTIVE COVENANT MODIFICATION" FORM CAN BE OBTAINED FROM THE COUNTY RECORDER'S OFFICE AND MAY BE AVAILABLE ON ITS WEBSITE. THE FORM MAY ALSO BE AVAILABLE FROM THE PARTY THAT PROVIDED YOU WITH THIS DOCUMENT. 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. Order No.: 2664700 Preliminary Report Page 2 of 8 PRELIMINARY REPORT The form of Policy of Title Insurance contemplated by this report is: □ CL TA Owner's Policy 2022 ~ ALTA Owner's Policy 2021 □ CL TA/ALTA Homeowners Policy 2021 □ CL TA Loan Policy 2022 ~ ALTA Loan Policy 2021 □ ALTA Short Form Residential Loan Policy 2021 D Other: □ Extended ~ Standard □ Extended ~ Standard □ Extended □ Standard SCHEDULE A The estate or interest in the land hereinafter described or referred to covered by this report is: FEE SIMPLE Title to said estate or interest at the date hereof is vested in: Michael J. Wheeler, Jr. and Heidi M. Wheeler, husband and wife as joint tenants Order No.: 2664700 Preliminary Report Page 3 of 8 LEGAL DESCRIPTION The land referred to herein is situated in the State of California, County of San Diego, City of Carlsbad and described as follows: That certain portion of Lot "I" of the Rancho Agua Hedionda, City of Carlsbad, County of San Diego, State of California, according to Map thereof No. 823 , filed in the Office of the County Recorder of San Diego County, described as follows: Beginning at a point on the Westerly right of way line of Sunnyhill Drive, 60 feet wide, as said street is shown on Map of Carlsbad Highlands, Map No. 2647, filed April 18, 1950 in the Office of the County Recorder of said County and point being distant thereon South 8° 49' East 217 .98 feet from the Southeasterly corner of Lot 35, said point of beginning being also the beginning of a tangent 2030 foot radius curve concave Northeasterly; Thence Southeasterly along said curve, and said right of way line 117.02 feet to the true point of beginning; Thence continuing Southerly along said curve, 78.34 feet to a point, being also the Northeasterly corner of the land described in Deed to Henry A. McMillan, et ux, recorded March 30, 1955 in Book 5586, Page 252 of Official Records; Thence along the Northerly line of said land South 75° 40'10" West 201.83 feet; Thence North 8° 49' West 86.25 feet to a point which bears South 77°52'50" West 195.20 feet from the true point of beginning; Thence North 77°52'50" East 195.20 feet to the true point of beginning. FOR INFORMATIONAL PURPOSES ONLY: APN: 207-074-05-00 (End of Legal Description) MAP THE MAP(S) CONNECTED HEREWITH AND PROVIDED IN CONNECTION WITH THIS TITLE PRODUCT IS/ARE BEING PROVIDED AS A COURTESY AND FOR INFORMATIONAL PURPOSES ONLY; THE MAP(S) SHOULD NOT BE RELIED UPON. FURTHERMORE, THE PARCELS SET OUT ON THE MAP(S) MAY NOT COMPLY WITH LOCAL SUBDIVISION OR BUILDING ORDINANCES. STEWART TITLE ASSUMES NO LIABILITY, RESPONSIBILITY OR INDEMNIFICATION RELATED TO THE MAP(S) NOR ANY MATTERS CONCERNING THE CONTENTS OF OR ACCURACY OF THE MAP(S). Order No.: 2664700 Preliminary Report Page 4 of 8 SCHEDULE B At the date hereof, exceptions to coverage in addition to the printed exceptions and exclusions contained in said policy or policies would be as follows: Taxes: A. Property taxes, which are a lien not yet due and payable, including any assessments collected with taxes, to be levied for the fiscal year 2025 -2026. B. The lien of supplemental taxes, if any, assessed pursuant to the provisions of Chapter 3.5 (commencing with Section 75) of the revenue and taxation code of the State of California. C. Taxes and/or assessments affecting the land, if any, for Community Facility Districts including Mello Roos Districts which may exist by virture of assessment maps or noticed filed by said districts. Said taxes and/or assessments are typically collected with the County taxes; howerver, some districts may remove these taxes and/or assessment from the County taxes and assess and collect them separately. D. Prior to recording, the final amount due for taxes must be confirmed. Exceptions: 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. Order No.: 2664700 Preliminary Report Page 5 of 8 8. 9. 10. 11. 12. 13. Any interests (including rights of the public) in and to any portion of the property lying within roads, streets, alleys or highways. Easement and rights incidental thereto for telephone and/or electric poles and lines and for sewer, water and/or gas mains and pipe lines, in, under, over and across said property reserved by Wm . G. Kerchoff Company, as set forth in a document recorded in Book 1762 Page 126, of Official Records. Covenants, conditions and restrictions as set forth in a document recorded in Book 3586 Page 359, of Official Records. Covenants, conditions and restrictions as set forth in a document recorded February 25, 1960 as Instrument No. 3797 4, of Official Records. Matters contained in a document entitled "Certificate of Compliance for Lot Legality", recorded November 16, 2018, as Instrument No. 2018-0477459 and re-recorded on January 28, 2019, as Instrument No. 2019-0030197, both of Official Records. Deed of Trust to secure an indebtedness in the amount shown below, and any other obligations secured thereby: Amount Trustor tenants $660,000.00 Michael J Wheeler Jr and Heidi M Wheeler, husband and wife as joint Trustee Westminster Title Company Inc. Beneficiary Mortgage Electronic Registration Systems, Inc., acting solely as a nominee for Geo-Corp, Inc Recorded : November 3, 2020, as Instrument No. 2020-0681429, of Official Records 14. Unsecured property taxes in the amount of $228.18 and other amounts due thereunder, recorded July 18, 2022 as Instrument No. 2022-0294211 , of Official Records. 15. Unsecured property taxes in the amount of $227 .30 and other amounts due thereunder, recorded July 20, 2023 as Instrument No. 2023-0190337 , of Official Records. 16. Unsecured property taxes in the amount of $120.31 and other amounts due thereunder, recorded July 16, 2024 as Instrument No. 2024-0180275, of Official Records. 17. To assist in the clarifying, confirming and eliminating certain title matters, provide to Stewart Title, prior to recording, a completed Statement of Information for all identified and known Sellers/Owners in this transaction. (End of Exceptions) Order No.: 2664700 Preliminary Report Page 6 of 8 NOTES AND REQUIREMENTS A. Property taxes for the fiscal year 2024 -2025 shown below are paid. For proration purposes the amounts are: 1st Installment $6,441 .37 2nd Installment $6,441 .37 Parcel No. 207-074-05-00 Code Area / Tracer No. : 09000 Prior to recording, the final amount due for taxes must be confirmed. B. If you have knowledge of any other transfers or conveyances, please contact your title officer immediately for further research and review. The only transfers or conveyances shown in the Public Records within 24 months of the date of this report are: C. There are no items in this Preliminary Report that will cause Stewart Title Guaranty Company to decline to attach the CL TA Endorsement Form 116 (or equivalent AL TA 22.1) or the CL TA Endorsement Form 116.01-06 (or equivalent AL TA 22-06), there is located a Single Family Residence known as 4083 Sunnyhill Drive, Carlsbad, California . D. All Transactions -Seller(s) and Buyer(s) or Borrowers are provided, as attachments, the document entitled "Acknowledgement of Receipt, Understanding and Approval of STG Privacy Notice for Stewart Title Companies and Stewart's Affiliated Business Arrangement Disclosure Statement" and the individually or similary named documents, for review and acknowledgment prior to closing. E. All Transactions -Buyer(s)/Seller(s)/Borrower(s) are provided the Preliminary Report for review and acknowledgment prior to closing. Buyer(s) approval shall include the Preliminary Report items that are to remain as exceptions to the title policy. F. All Transactions -Seller(s)/Owner(s) shall submit for review, prior to closing, a completed Stewart Title Guaranty Company's Owner's Affidavit and Indemnity. G. There are no items in this Preliminary Report that will cause Stewart Title Guaranty Company to decline to attach the CLTA Endorsement Form 100 (or equivalent ALTA 9), or, if applicable, the CL TA Endorsement Form 115.1-06 (or euivalent AL TA 4-06) or CL TA Endorsement Form 115.1 (or equivalent ALTA 4) or the CLTA Endorsement Form 115.2-06 (or equivalent ALTA 5-06)to an AL TA Loan Policy, when issued in accordance with Stewart Title Guaranty Company's guidelines. H. A Preliminary Change of Ownership Report must be completed by the transferee (buyer) prior to the transfer of property in accordance with the provisions of Section 480.3 of the Revenue and Taxation Code. The Preliminary Change of Ownership Report should be submitted to the recorder concurrent with the recordation of any document effecting a change of ownership. If a document evidencing a change of ownership (i.e. Deed, Affidavit-Death Joint Tenant) is presented to the recorder for recording without a preliminary change of ownership report, the recorder may charge an additional $20.00 , along with other potential fees and taxes. Order No.: 2664700 Preliminary Report Page 7 of 8 CALIFORNIA "GOOD FUNDS" LAW California Insurance Code Section 12413.1 regulates the disbursement of escrow and sub-escrow funds by title companies. The law requires that funds be deposited in the title company escrow account and available for withdrawal prior to disbursement. Funds received by Stewart Title of California, Inc. via wire transfer may be disbursed upon receipt. Funds received via cashier's checks or teller checks drawn on a California Bank may be disbursed on the next business day after the day of deposit. If funds are received by any other means, recording and/or disbursement may be delayed, and you should contact your title or escrow officer. All escrow and sub-escrow funds received will be deposited with other escrow funds in one or more non-interest bearing escrow accounts in a financial institution selected by Stewart Title of California, Inc.. Stewart Title of California, Inc. may receive certain direct or indirect benefits from the financial institution by reason of the deposit of such funds or the maintenance of such accounts with the financial institution, and Stewart Title of California, Inc. shall have no obligation to account to the depositing party in any manner for the value of, or to pay to such party, any benefit received by Stewart Title of California, Inc .. Such benefits shall be deemed additional compensation to Stewart Title of California, Inc. for its services in connection with the escrow or sub-escrow. If any check submitted is dishonored upon presentation for payment, you are authorized to notify all principals and/or their respective agents of such nonpayment. Order No.: 2664700 Preliminary Report Page 8 of 8 Procedures to Accompany the Restrictive Covenant Modification Form The law prohibits unlawfully restrictive covenants based upon: " ... age, race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, familial status, marital status, disability, veteran or military status, genetic information, national origin, source of income as defined in subdivision (p) of Section 12955, or ancestry ... 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." As the individual holding or acquiring an interest in the property, you may have any unlawfully restrictive covenants "removed", which means "redacted." To have the unlawfully restrictive covenant removed, you may prepare and submit to the county recorder's office, a "Restrictive Covenant Modification" form (RCM) together with a copy of the attached document with the unlawfully restrictive covenant redacted. This request must be submitted to the county recorder's office and must include your return address so the county recorder can notify you of the action taken by the county counsel. The process at the county recorder's office is as follows: • The county recorder takes the RCM with the redacted document and the original document attached and submits it to the county counsel for review to determine if, from a legal standpoint, the language was an unlawfully restrictive covenant and thus the redacted version should be indexed and recorded. • The county counsel shall inform the county recorder of his/her determination within a reasonable amount of time, not to exceed three months from the date of your request. • If county counsel determined that the redacted language was unlawful then, once recorded, the redacted document is the only one that effects the property and this modified document has the same effective date as the original document. • If county counsel determined that the redacted language was not unlawful then county counsel will return the RCM package to the county recorder and the county recorder will advise the requester that same the request has been denied and the redacted document has not been recorded. • The modification document shall be indexed in the same manner as the original document and shall contain a recording reference to the original document. RECORDING REQUESTED BY AND WHEN RECORDED MAIL TO NAME ADDRESS CITY STATE&ZIP TITLE ORDER NO. ESCROW NO. APN NO. RESTRICTIVE COVENANT MODIFICATION (Unlawfully Restrictive Covenant Modification Pursuant to Government Code Section 12956.2) I(We) _______________________________ _ have or are acquiring an ownership interest of record in the property located at _____________ _ ---------------------------------that is covered by the document described below. The following reference document contains a restriction based on age, race, color, religion, sex, gender, gender identity, gender expression, sexual orientation, familial status, marital status, disability, veteran or military status, genetic information, national origin, source of income as defined in Section 12955 of the Government Code, or ancestry, that violates state and federal fair housing laws and is void. Pursuant to Section 12956.2 of the Government Code, this document is being recorded solely for the purpose of eliminating that restrictive covenant as shown on page(s) __________ ofthe document recorded on _______ in book _______ and page ___ or instrument number _______ of the official records of the County of __________ , State of California. Attached hereto is a true, correct and complete copy of the document referenced above, with the unlawful restrictive covenant redacted. This modification document shall be indexed in the same manner as the original document pursuant to subdivision (d) of Section 12956 of the Government. The effective date of the terms and conditions of the modification document shall be the same as the effective date of the original document. (Signature of Submitting Party) (Printed Name) (Signature of Submitting Party) (Printed Name) County Counsel, or their designee, pursuant to Government Code Section 12956.2, hereby states that it has been determined that the original document referenced above Does ___ Does Not contain an unlawful restriction and this modification may be recorded. County Counsel By: Date: Order No.: 2664700 Escrow No.: 2664700 EXHIBIT "A" LEGAL DESCRIPTION The land referred to herein is situated in the State of California, County of San Diego, City of Carlsbad and described as follows: That certain portion of Lot "I" of the Rancho Agua Hedionda, City of Carlsbad, County of San Diego, State of California, according to Map thereof No. 823, filed in the Office of the County Recorder of San Diego County, described as follows: Beginning at a point on the Westerly right of way line of Sunnyhill Drive, 60 feet wide, as said street is shown on Map of Carlsbad Highlands, Map No. 2647, filed April 18, 1950 in the Office of the County Recorder of said County and point being distant thereon South 8° 49' East 217.98 feet from the Southeasterly corner of Lot 35, said point of beginning being also the beginning of a tangent 2030 foot radius curve concave Northeasterly; Thence Southeasterly along said curve, and said right of way line 117 .02 feet to the true point of beginning; Thence continuing Southerly along said curve, 78.34 feet to a point, being also the Northeasterly corner of the land described in Deed to Henry A. McMillan, et ux, recorded March 30, 1955 in Book 5586, Page 252 of Official Records; Thence along the Northerly line of said land South 75° 40'1 O" West 201.83 feet; Thence North 8° 49' West 86.25 feet to a point which bears South 77°52'50" West 195.20 feet from the true point of beginning; Thence North 77°52'50" East 195.20 feet to the true point of beginning. APN: 207-074-05-00 (End of Legal Description) AFFILIATED BUSINESS ARRANGEMENT DISCLOSURE STATEMENT Date: June 27, 2025 File No.: 2664700 Property: 4083 Sunnyhill Drive, Carlsbad, CA 92008 From: Stewart Title of California, Inc. Stewart Title of California, Inc. ("Stewart Title") has a business relationship with the affiliated entities identified below. Because of these relationships, this referral may provide Stewart Title a financial or other benefit related solely to the products or services provided or performed by the affiliated entity. Stewart Title and the affiliated entities below are all part of the Stewart family of companies, the ultimate owner of which is Stewart Information Services Corporation (NYSE:STC). SET FORTH BELOW IS THE ESTIMATED CHARGE OR RANGE OF CHARGES FOR THE SETTLEMENT SERVICE PROVIDERS LISTED. YOU ARE NOT REQUIRED TO USE ANY OF THE SETTLEMENT SERVICE PROVIDERS AS A CONDITION FOR YOUR PURCHASE, SALE, OR REFINANCE TRANSACTION. THERE ARE FREQUENTLY OTHER SETTLEMENT SERVICE PROVIDERS AVAILABLE WITH SIMILAR SERVICES. YOU ARE FREE TO SHOP AROUND TO DETERMINE THAT YOU ARE RECEIVING THE BEST SERVICES AND THE BEST RA TE FOR THESE SERVICES. Affiliated Entity-Settlement Service Provider Advanced Support and Knowledge Services, LLC Asset Preservation, Inc. NotarvCam, Inc. Siqnature Closers, LLC Stewart Insurance Hazard/Home Insurance Home Warranty Natural Hazard Disclosure Report Stewart Valuation Intelligence, LLC Michael J Wheeler Jr TBD TBD File No.: 2664700 Page 1 of 1 Charge or range of charges $ 45.00 to $ 275.00 $1,250.00 to $2,000.00 in delayed exchanges; Reverse exchanges are rare and the charge is Iquoted based upon the complexity of the transaction $ 5.00 to$ 150.00 $ 45.00 to$ 500.00 $ 800.00 to $8,500.00 $ 450.00 to$ 900.00 $ 99.00 to$ 140.00 $ 100.00 to$ 700.00 Heidi M Wheeler Affiliated Business Arrangement Disclosure Statement 02-2024 ACKNOWLEDGEMENT OF RECEIPT, UNDERSTANDING AND APPROVAL OF STEWART INFORMATION SERVICES CORPORATION GRAMM-LEACH BULEY PRIVACY NOTICE AND AFFILIATED BUSINESS ARRANGEMENT DISCLOSURE STATEMENT The undersigned hereby acknowledge receipt of the Stewart Title Information Services Corporation Gramm-Leach Bliley Notice and the Affiliated Business Arrangement Disclosure Statement that apply to this transaction. The undersigned further acknowledge that he/she/they have received, read , understand and accept these documents in connection with the above described transaction. Further, the undersigned received a copy of this acknowledgement as evidenced by the signature below. Michael J Wheeler Jr TBDTBD File No.: 2664700 Heidi M Wheeler Acknowledgment of Privacy and AfBA 02-2024 Page 1 of 1 CLTA PRELIMINARY REPORT FORM, EXHIBIT A (Rev.11-04-22) CALIFORNIA LAND TITLE ASSOCIATION STANDARD COVERAGE POLICY-1990 (11-09-18) EXCLUSIONS FROM COVERAGE The following matters are expressly excluded from the coverage of this policy and the Company will not pay loss or damage, costs, attorneys' fees or expenses which arise by reason of: 1. (a) Any law, ordinance or governmental regulation (including but not limited to building or zoning laws, ordinances, or regulations) restricting, regulating, prohibiting or relating (i) the occupancy, use, or enjoyment of the land; (ii) the character, dimensions or location of any improvement now or hereafter erected on the land; (iii) a separation in ownership or a change in the dimensions or area of the land or any parcel of which the land is or was a part; or (iv) environmental protection, or the effect of any violation of these laws, ordinances or governmental regulations, except to the extent that a notice of the enforcement thereof or a notice of a defect, lien, or encumbrance resulting from a violation or alleged violation affecting the land has been recorded in the public records at Date of Policy. (b) Any governmental police power not excluded by (a) above, except to the extent that a notice of the exercise thereof or notice of a defect, lien or encumbrance resulting from a violation or alleged violation affecting the land has been recorded in the public records at Date of Policy. 2. Rights of eminent domain unless notice of the exercise thereof has been recorded in the public records at Date of Policy, but not excluding from coverage any taking which has occurred prior to Date of Policy which would be binding on the rights of a purchaser for value without knowledge. 3. Defects, liens, encumbrances, adverse claims or other matters: (a) whether or not recorded in the public records at Date of Policy, but created, suffered, assumed or agreed to by the insured claimant; (b) not known to the Company, not recorded in the public records at Date of Policy, but known to the insured claimant and not disclosed in writing to the Company by the insured claimant prior to the date the insured claimant became an insured under this policy; (c) resulting in no loss or damage to the insured claimant; (d) attaching or created subsequent to Date of Policy; or (e) resulting in loss or damage which would not have been sustained if the insured claimant had paid value for the insured mortgage or for the estate or interest insured by this policy. 4. Unenforceability of the lien of the insured mortgage because of the inability or failure of the insured at Date of Policy, or the inability or failure of any subsequent owner of the indebtedness, to comply with the applicable doing business laws of the state in which the land is situated. 5. Invalidity or unenforceability of the lien of the insured mortgage, or claim thereof, which arises out of the transaction evidenced by the insured mortgage and is based upon usury or any consumer credit protection or truth in lending law. 6. Any claim, which arises out of the transaction vesting in the insured the estate of interest insured by this policy or the transaction creating the interest of the insured lender, by reason of the operation of federal bankruptcy, state insolvency or similar creditors' rights laws. © California Land Title Association. All rights reserved. The use of this Form is restricted to CL TA subscribers in good standing as of the date of use. All other uses are prohibited. Reprinted under license or express permission from the California Land Title Association. CLTA PRELIMINARY REPORT FORM, EXHIBIT A (Rev.11-04-22) EXCEPTIONS FROM COVERAGE· SCHEDULE B, PART I This policy does not insure against loss or damage {and the Company will not pay costs, attorneys' fees or expenses) which arise by reason of: 1. Taxes or assessments which are not shown as existing liens by the records of any taxing authority that levies taxes or assessments on real property or by the public records. Proceedings by a public agency which may result in taxes or assessments, or notices of such proceedings, whether or not shown by the records of such agency or by the public records. 2. Any facts, rights, interests, or claims which are not shown by the public records but which could be ascertained by an inspection of the land or which may be asserted by persons in possession thereof. 3. Easements, liens or encumbrances, or claims thereof, not shown by the public records. 4. Discrepancies, conflicts in boundary lines, shortage in area, encroachments, or any other facts which a correct survey would disclose, and which are not shown by the public records. 5. {a) Unpatented mining claims; (b) reservations or exceptions in patents or in Acts authorizing the issuance thereof; (c) water rights, claims or title to water, whether or not the matters excepted under (a), (b) or (c) are shown by the public records. 6. Any lien or right to a lien for services, labor or material unless such lien is shown by the public records at Date of Policy. EXCEPTIONS FROM COVERAGE· SCHEDULE B, PART II (Variable exceptions such as taxes, easements, CC&R's, etc., are inserted here)] CALIFORNIA LAND TITLE ASSOCIATION STANDARD COVERAGE OWNER'S POLICY (02-04-22) EXCLUSIONS FROM COVERAGE The following matters are excluded from the coverage of this policy, and the Company will not pay loss or damage, costs, attorneys' fees, or expenses that arise by reason of: 1. a. any law, ordinance, permit, or governmental regulation (including those relating to building and zoning) that restricts, regulates, prohibits, or relates to: i. the occupancy, use, or enjoyment of the Land; ii. the character, dimensions, or location of any improvement on the Land; iii. the subdivision of land; or iv. environmental remediation or protection. b. any governmental forfeiture, police, regulatory, or national security power. c. the effect of a violation or enforcement of any matter excluded under Exclusion 1.a. or 1.b. Exclusion 1 does not modify or limit the coverage provided under Covered Risk 5 or 6. 2. Any power of eminent domain. Exclusion 2 does not modify or limit the coverage provided under Covered Risk 7. 3. Any defect, lien, encumbrance, adverse claim, or other matter: a. created, suffered, assumed, or agreed to by the Insured Claimant; b. not Known to the Company, not recorded in the Public Records at the Date of Policy, but Known to the Insured Claimant and not disclosed in writing to the Company by the Insured Claimant prior to the date the Insured Claimant became an Insured under this policy; c. resulting in no loss or damage to the Insured Claimant; d. attaching or created subsequent to the Date of Policy (Exclusion 3.d. does not modify or limit the coverage provided under Covered Risk 9 or 10); or e. resulting in loss or damage that would not have been sustained if consideration sufficient to qualify the Insured named in Schedule A as a bona fide purchaser had been given for the Title at the Date of Policy. 4. Any claim, by reason of the operation of federal bankruptcy, state insolvency, or similar creditors' rights law, that the transaction vesting the Title as shown in Schedule A is a: a. fraudulent conveyance or fraudulent transfer; b. voidable transfer under the Uniform Voidable Transactions Act; or c. preferential transfer: i. to the extent the instrument of transfer vesting the Title as shown in Schedule A is not a transfer made as a contemporaneous exchange for new value; or ii. for any other reason not stated in Covered Risk 9.b. 5. Any claim of a PACA-PSA Trust. Exclusion 5 does not modify or limit the coverage provided under Covered Risk 8. 6. Any lien on the Title for real estate taxes or assessments imposed or collected by a governmental authority that becomes due and payable after the Date of Policy. Exclusion 6 does not modify or limit the coverage provided under Covered Risk 2.b. 7. Any discrepancy in the quantity of the area, square footage, or acreage of the Land or of any improvement to the Land. © California Land Title Association. All rights reserved. The use of this Form is restricted to CL TA subscribers in good standing as of the date of use. All other uses are prohibited. Reprinted under license or express permission from the California Land Title Association. 2 CLTA PRELIMINARY REPORT FORM, EXHIBIT A {Rev.11-04-22) EXCEPTIONS FROM COVERAGE Some historical land records contain Discriminatory Covenants that are illegal and unenforceable by law. This policy treats any Discriminatory Covenant in a document referenced in Schedule B as if each Discriminatory Covenant is redacted, repudiated, removed, and not republished or recirculated. Only the remaining provisions of the document are excepted from coverage. This policy does not insure against loss or damage and the Company will not pay costs, attorneys' fees, or expenses resulting from the terms and conditions of any lease or easement identified in Schedule A, and the following matters: PARTI 1. (a) Taxes or assessments that are not shown as existing liens by the records of any taxing authority that levies taxes or assessments on real property or by the Public Records; (b) proceedings by a public agency that may result in taxes or assessments, or notices of such proceedings, whether or not shown by the records of such agency or by the Public Records. 2. Any facts, rights, interests, or claims that are not shown by the Public Records at Date of Policy but that could be (a) ascertained by an inspection of the Land, or (b) asserted by persons or parties in possession of the Land. 3. Easements, liens or encumbrances, or claims thereof, not shown by the Public Records at Date of Policy. 4. Any encroachment, encumbrance, violation, variation, easement, or adverse circumstance affecting the Title that would be disclosed by an accurate and complete land survey of the Land and not shown by the Public Records at Date of Policy. 5. (a) Unpatented mining claims; (b) reservations or exceptions in patents or in Acts authorizing the issuance thereof; (c) water rights, claims or title to water, whether or not the matters excepted under (a), (b), or (c) are shown by the Public Records. 6. Any lien or right to a lien for services, labor, material or equipment unless such lien is shown by the Public Records at Date of Policy. 7. Any claim to (a) ownership of or rights to minerals and similar substances, including but not limited to ores, metals, coal, lignite, oil, gas, uranium, clay, rock, sand, and gravel located in, on, or under the Land or produced from the Land, whether such ownership or rights arise by lease, grant, exception, conveyance, reservation, or otherwise; and (b) any rights, privileges, immunities, rights of way, and easements associated therewith or appurtenant thereto, whether or not the interests or rights excepted in (a) or (b) appear in the Public Records or are shown in Schedule B. PARTII (Variable exceptions such as taxes, easements, CC&R's, etc., are inserted here) CL TA/AL TA HOMEOWNER'S POLICY OF TITLE INSURANCE (07-01-2021) 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 . © California Land Title Association. All rights reserved. The use of this Form is restricted to Cl TA subscribers in good standing as of the date of use. All other uses are prohibited. Reprinted under license or express permission from the California Land Title Association. 3 CLTA PRELIMINARY REPORT FORM, EXHIBIT A (Rev.11-04-22) 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 __ % of Policy Amount Shown in Schedule A or $ __ (whichever is less) __ % of Policy Amount Shown in Schedule A or $ __ (whichever is less) __ % of Policy Amount Shown in Schedule A or $ __ (whichever is less) __ % of Policy Amount Shown in Schedule A or $ __ (whichever is less) Our Maximum Dollar Limit of Liability $_ $_ $ _ $_ CL TA/ALTA HOMEOWNER'S POLICY OF TITLE INSURANCE (12-02-13) EXCLUSIONS In addition to the Exceptions in Schedule B, You are not insured against loss, costs, attorneys' fees, and expenses resulting from: 1. Governmental police power, and the existence or violation of those portions of any law or government regulation concerning: a. building; b. zoning; c. land use; d. improvements on the Land; e. land division; and f. environmental protection. This Exclusion does not limit the coverage described in Covered Risk 8.a., 14, 15, 16, 18, 19, 20, 23 or 27. © California Land Title Association. All rights reserved. The use of this Form is restricted to CL TA subscribers in good standing as of the date of use. All other uses are prohibited. Reprinted under license or express permission from the California Land Title Association. 4 CLTA PRELIMINARY REPORT FORM, EXHIBIT A (Rev.11-04-22) 2. The failure of Your existing structures, or any part of them, to be constructed in accordance with applicable building codes. This Exclusion does not limit the coverage described in Covered Risk 14 or 15. 3. The right to take the Land by condemning it. This Exclusion does not limit the coverage described in Covered Risk 17. 4. Risks: a. that are created, allowed, or agreed to by You, whether or not they are recorded in the Public Records; b. that are Known to You at the Policy Date, but not to Us, unless they are recorded in the Public Records at the Policy Date; c. that result in no loss to You; or d. that first occur after the Policy Date -this does not limit the coverage described in Covered Risk 7, 8.e., 25, 26, 27 or 28. 5. Failure to pay value for Your Title. 6. Lack of a right: a. to any land outside the area specifically described and referred to in paragraph 3 of Schedule A; and b. in streets, alleys, or waterways that touch the Land. This Exclusion does not limit the coverage described in Covered Risk 11 or 21. 7. The transfer of the Title to You is invalid as a preferential transfer or as a fraudulent transfer or conveyance under federal bankruptcy, state insolvency, or similar creditors' rights laws. 8. Contamination, explosion, fire, flooding, vibration, fracturing, earthquake, or subsidence. 9. Negligence by a person or an Entity exercising a right to extract or develop minerals, water, or any other substances. LIMITATIONS ON COVERED RISKS Your insurance for the following Covered Risks is limited on the Owner's Coverage Statement as follows: • For Covered Risk 16, 18, 19, and 21 Your Deductible Amount and Our Maximum Dollar Limit of Liability shown in Schedule A The deductible amounts and maximum dollar limits shown on Schedule A are as follows: Covered Risk 16: Covered Risk 18: Covered Risk 19: Covered Risk 21 : Your Deductible Amount __ % of Policy Amount Shown in Schedule A or$ __ (whichever is less} __ % of Policy Amount Shown in Schedule A or$ __ (whichever is less} __ % of Policy Amount Shown in Schedule A or$ __ (whichever is less) __ % of Policy Amount Shown in Schedule A or $ __ (whichever is less) © California Land Title Association. All rights reserved. The use of this Form is restricted to CL TA subscribers in good standing as of the date of use. All other uses are prohibited. Reprinted under license or express permission from the California Land Title Association. Our Maximum Dollar Limit of Liability $_ $_ $_ $_ 5 CLTA PRELIMINARY REPORT FORM, EXHIBIT A (Rev.11-04-22) ALTA OWNER'S POLICY (07-01-2021) EXCLUSIONS FROM COVERAGE The following matters are excluded from the coverage of this policy, and the Company will not pay loss or damage, costs, attorneys' fees, or expenses that arise by reason of: 1. 2. 3. 4. 5. 6. 7. 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. Any power of eminent domain. Exclusion 2 does not modify or limit the coverage provided under Covered Risk 7. 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 C. d. e. 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; resulting in no loss or damage to the Insured Claimant; 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 1 O); or 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. 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. Any claim of a PACA-PSA Trust. Exclusion 5 does not modify or limit the coverage provided under Covered Risk 8. 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. Any discrepancy in the quantity of the area, square footage, or acreage of the Land or of any improvement to the Land. EXCEPTIONS FROM COVERAGE Some historical land records contain Discriminatory Covenants that are illegal and unenforceable by law. This policy treats any Discriminatory Covenant in a document referenced in Schedule B as if each Discriminatory Covenant is redacted, repudiated, removed, and not republished or recirculated. Only the remaining provisions of the document are excepted from coverage. This policy does not insure against loss or damage and the Company will not pay costs, attorneys' fees, or expenses resulting from the terms and conditions of any lease or easement identified in Schedule A, and the following matters: NOTE: The 2021 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 as 1 through 7 below: 1. (a) Taxes or assessments that are not shown as existing liens by the records of any taxing authority that levies taxes or assessments on real property or by the Public Records; (b) proceedings by a public agency that may result in taxes or assessments, or notices of such proceedings, whether or not shown by the records of such agency or by the Public Records. 2. Any facts, rights, interests, or claims that are not shown by the Public Records at Date of Policy but that could be (a) ascertained by an inspection of the Land or (b) asserted by persons or parties in possession of the Land. 3. Easements, liens or encumbrances, or claims thereof, not shown by the Public Records at Date of Policy. 4. Any encroachment, encumbrance, violation, variation, easement, or adverse circumstance affecting the Title that would be disclosed by an accurate and complete land survey of the Land and not shown by the Public Records at Date of Policy. © California Land Title Association. All rights reserved. The use of this Form is restricted to CL TA subscribers in good standing as of the date of use. All other uses are prohibited. Reprinted under license or express permission from the California Land Title Association. 6 CLTA PRELIMINARY REPORT FORM, EXHIBIT A (Rev.11-04-22) 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. 2006 ALTA OWNER'S POLICY (06-17-06) EXCLUSIONS FROM COVERAGE The following matters are expressly excluded from the coverage of this policy, and the Company will not pay loss or damage, costs, attorneys' fees, or expenses that arise by reason of: 1. (a) Any law, ordinance, permit, or governmental regulation (including those relating to building and zoning} restricting, regulating, prohibiting, or relating to (i) the occupancy, use, or enjoyment of the Land; (ii) the character, dimensions, or location of any improvement erected on the Land; (iii) the subdivision of land ; or (iv) environmental protection; or the effect of any violation of these laws, ordinances, or governmental regulations. This Exclusion 1 (a) does not modify or limit the coverage provided under Covered Risk 5. (b) Any governmental police power. This Exclusion 1 (b) does not modify or limit the coverage provided under Covered Risk 6. 2. Rights of eminent domain. This Exclusion does not modify or limit the coverage provided under Covered Risk 7 or 8. 3. Defects, liens, encumbrances, adverse claims, or other matters (a) created, suffered, assumed, or agreed to by the Insured Claimant; (b} not Known to the Company, not recorded in the Public Records at Date of Policy, but Known to the Insured Claimant and not disclosed in writing to the Company by the Insured Claimant prior to the date the Insured Claimant became an Insured under this policy; (c) resulting in no loss or damage to the Insured Claimant; (d) attaching or created subsequent to Date of Policy (however, this does not modify or limit the coverage provided under Covered Risk 9 and 10); or (e) resulting in loss or damage that would not have been sustained if the Insured Claimant had paid value for the Title. 4. Any claim, by reason of the operation of federal bankruptcy, state insolvency, or similar creditors' rights laws, that the transaction vesting the Title as shown in Schedule A, is (a) a fraudulent conveyance or fraudulent transfer; or (b) a preferential transfer for any reason not stated in Covered Risk 9 of this policy. 5. Any lien on the Title for real estate taxes or assessments imposed by governmental authority and created or attaching between Date of Policy and the date of recording of the deed or other instrument of transfer in the Public Records that vests Title as shown in Schedule A. EXCEPTIONS FROM COVERAGE This policy does not insure against loss or damage, and the Company will not pay costs, attorneys' fees or expenses, that arise by reason of: NOTE: The 2006 ALTA Owner's Policy may be issued to afford either Standard Coverage or Extended Coverage. In addition to variable exceptions such as taxes, easements, CC&R's, etc., the Exceptions from Coverage in a Standard Coverage policy will also include the Western Regional Standard Coverage Exceptions listed below as 1 through 7 below: 1. (a) Taxes or assessments that are not shown as existing liens by the records of any taxing authority that levies taxes or assessments on real property or by the Public Records; (b) proceedings by a public agency that may result in taxes or assessments, or notices of such proceedings, whether or not shown by the records of such agency or by the Public Records. 2. Any facts, rights, interests, or claims that are not shown by the Public Records at Date of Policy but that could be (a) ascertained by an inspection of the Land, or (b) asserted by persons or parties in possession of the Land. 3. Easements, liens or encumbrances, or claims thereof, not shown by the Public Records at Date of Policy. 4. Any encroachment, encumbrance, violation, variation, easement, or adverse circumstance affecting the Title that would be disclosed by an accurate and complete land survey of the Land and not shown by the Public Records at Date of Policy. 5. (a) Unpatented mining claims; (b} reservations or exceptions in patents or in Acts authorizing the issuance thereof; (c) water rights, claims or title to water, whether or not the matters excepted under (a), (b), or (c) are shown by the Public Records. 6. Any lien or right to a lien for services, labor, material or equipment unless such lien is shown by the Public Records at Date of Policy. 7. Any claim to (a) ownership of or rights to minerals and similar substances, including but not limited to ores, metals, coal, lignite, oil, gas, uranium, clay, rock, sand, and gravel located in, on, or under the Land or produced from the Land, whether such ownership or rights arise by lease, grant, exception, conveyance, reservation, or otherwise; and (b} any rights, privileges, immunities, rights of way, and easements associated therewith or appurtenant thereto, whether or not the interests or rights excepted in (a) or (b) appear in the Public Records or are shown in Schedule B. © California Land Title Association. All rights reserved. The use of this Form is restricted to CL TA subscribers in good standing as of the date of use. All other uses are prohibited. Reprinted under license or express permission from the California Land ntle Association. 7 File No.: 2664700 AVAILABLE DISCOUNTS DISCLOSURE STATEMENT This is to give you notice that Stewart Title of California, Inc. ("Stewart Title") is pleased to inform you that upon proper qualification, there are premium discounts available upon the purchase of title insurance covering improved property with a one to four family residential dwelling. Such discounts apply to and include: Property located within an area proclaimed a state or federal natural disaster area. Property being refinanced. Property involving owners or purchasers that are active military personnel and honorably discharged veterans, senior citizens 55 years of age or older, first-time homebuyers and first responders. Property dedicated to church or charitable use. Please talk with your escrow officer or title officer to determine your qualification for any of these discounts. File No.: 2664700 Available Discounts Disclosure 02-2024 Page 1 of 1 STGC TITLE PREMIUM DISCOUNT APPLICATION AND CONFIRMATION OF ELIGIBILITY Order Number: 2664700 Property: 4083 Sunnyhill Drive, Carlsbad, CA 92008 APN: 207-074-05-00 In connection with the request of the Undersigned ("Applicant") for the preparation and issuance of title insurance, Applicant provides this completed STGC Title Premium Discount Application and Confirmation of Eligibility ("Request Form") for the benefit of, and reliance by, title insurer Stewart Title Guaranty Company, and its policy issuing agent Stewart Title of California, Inc. (collectively hereafter referred to as "Stewart Title") in connection with pricing the title premium in the above referenced transaction : 1. Applicant understands that Stewart Title has available for qualifying requestors a 10% discount on the title insurance premium charged under certain circumstances; however, all endorsement fees and other charges are not discounted. 2. Applicant understands that Stewart Title is only able to provide such discount if requested through providing this completed Request Form and is received by Stewart Title at least five (5) business days prior to recording of the transaction to which a discount is requested . 3. Applicant understands that Stewart Title prohibits combined discounts; accordingly, Stewart Title will provide this requested discount and disregard other applicable discounts, if any, when eligibility requirements for such discount are satisfied. 4. Applicant requests the following discount and affirms that Applicant meets the criteria and requirements set forth to qualify for such selected discount (SELECT ONLY ONE QUALIFYING DISCOUNT): D Active military personnel and honorably discharged veteran discount* -To qualify for an active military personnel or honorably discharged veteran discount: (1) the property being purchased, mortgaged or refinanced is a fee simple interest in a primary, owner-occupied residence; and (2) at least one of the undersigned purchaser(s), seller(s) or borrower(s), as applicable, is a U.S. citizen, permanent resident or qualified alien and is engaged in full-time, active duty in the military on the date signed below or was a honorably discharged veteran. D Senior citizen discount -To qualify for a senior citizen discount: (1) the property being purchased, mortgaged or refinanced is a fee simple interest in a primary, owner-occupied residence; and (2) at least one of the undersigned purchaser(s), seller(s) or borrower(s), as applicable, is a U.S. citizen, permanent resident or qualified alien and is 55 years of age or older on the date signed below. *Active military personnel and honorably discharged veterans include those members from the following U.S. military services branches: Air Force, Army, Coast Guard, Marine Corps, Navy and Space Force, and any active Reserve members of these military services branches and any active members of the Air or Army National Guard. File No.: 2664700 Page 1 of 2 Updated 9/2020 D First-time homebuyer discount -To qualify for a first-time homebuyer discount: (1) the property being purchased is a fee simple interest in a primary, owner-occupied residence; and (2) at least one of the undersigned purchaser(s) is a U.S. citizen, permanent resident or qualified alien and has either never owned any property or, has not been an owner in a primary residence for the last three calendar years from the date signed below. D First responder discount -To qualify for a first responder discount: (1) the property being purchased, mortgaged or refinanced is a fee simple interest in a primary, owner-occupied residence; and (2) at least one of the undersigned purchaser(s), seller(s) or borrower(s), as applicable, is a U.S. citizen, permanent resident or qualified alien and is currently employed as a police officer, firefighter, paramedic or emergency medical technician on the date signed below. This Request Form is completed under penalty of perjury and is made for the purpose of inducing Stewart Title to provide the title premium discount, and the representations contained herein are material to such insurance coverage pricing. The undersigned hereby indemnifies and holds Stewart Title harmless from any loss or damage, liability, costs, expenses and attorneys' fees which it may sustain to the extent any representation contained herein is incorrect. The undersigned understands that Stewart Title may decide not to provide the requested title insurance despite the information and affirmations contained herein. PLEASE READ AND COMPLETE THE STGC TITLE PREMIUM DISCOUNT REQUEST FORM ON THE PREVIOUS PAGE BEFORE SIGNING BELOW. IF YOU DO NOT UNDERSTAND OR HAVE ANY QUESTIONS ABOUT THIS AFFIDAVIT, YOU SHOULD CONTACT YOUR LOCAL STEWART TITLE PROFESSIONAL. THE UNDERSIGNED DECLARES UNDER PENAL TY OF PERJURY THAT THE ABOVE INFORMATION IS TRUE AND CORRECT. Signature Signature Printed Name Printed Name Date Signed Date Signed File No.: 2664700 Page 2 of 2 Updated 9/2020 Stewart Title of California, Inc. STATEMENT OF INFORMATION CONFIDENTIAL THE STREET ADDRESS of the property in this transaction is: (IF NONE LEAVE BLANK) ADDRESS 4083 Sunnyhill Drive CITY_C_a_r1s_b_ad~,_C_A_9_2_0_08 _________________ _ IMPROVEMENTS: □ SINGLE RESIDENCE □ MULTIPLE RESIDENCE □ COMMERCIAL OCCUPIED BY: □ OWNER □ TENANTS CONSTRUCTION OR IMPROVEMENTS WITHIN THE LAST 6 MONTHS? □ YES □ NO IF YES, STATE NATURE WORK DONE ---------------------------------- PARTY 1 PARTY2 FIRST MIDDLE LAST FIRST MIDDLE LAST FORMER LAST NAME(S), IF ANY FORMER LAST NAME(S), IF ANY BIRTHPLACE BIRTH DATE BIRTHPLACE BIRTH DATE Social Security No. DRIVER'S LICENSE NO. Social Security No. DRIVER'S LICENSE NO. Home Cell Home Cell 0 AM SINGLE O AM MARRIED O HAVE A DOMESTIC PARTNER 0 AM SINGLE O AM MARRIED O HAVE A DOMESTIC PARTNER Date of Marriage or Partnership _______________ _ Date of Marriage or Partnership _______________ _ NAME OF CURRENT SPOUSE OR DOM. PARTNER (if other than Party 2): NAME OF CURRENT SPOUSE OR DOM. PARTNER (if other than Party 1 ): NAME OF FORMER SPOUSE/DOM. PARTNER: (IF NONE, WRITE "NONE"): NAME OF FORMER SPOUSE/DOM. PARTNER: (IF NONE, WRITE "NONE"): Dissolutions pending Yes No Required to make child support payments? Yes No Required to make Family support payments? Yes No If paying fonner spouse directly, please provide address: (circle one) (circle one) (circle one) Dissolutions pending Yes No Required to make child support payments? Yes No Required to make Family support payments? Yes No If paying fonner spouse directly, please provide address: OCCUPATIONS FOR LAST 10 YEARS (attach additional 10 year information, if applicable) Party 1: Occupation Finn Name Street and City No. Years Party 2: Occupation Finn Name Street and City No. Years RESIDENCES FOR LAST 10 YEARS (attach additional 10 year information, if applicable) Party 1: (circle one) (circle one) (circle one) --------------------------------------------------Street No. Street Name City No. Years Party 2: -----S-tr_ee_t_N_o ___________ S_tr_ee_t_N_a_m_e ___________ C-lty-----------,--N-o . ...,.Y.,...e-a-rs ____ _ Email Address If you would like us to contact you by email, please provide your email address Home Phone: _____________ Business Phone: _____________ Cell Phone: ____________ _ The undersigned declare, under penalty of perjury, that foregoing is true and correct. Signature: _____________ Date: Order No.: 2664700 Statement of Information CA Signature: _____________ Date: Page 1 of 1 01-2025 OWNER'S AFFIDAVIT AND INDEMNITY Order No.: 2664 700 Address/Location: 4083 Sunnyhill Drive, Carlsbad, CA 92008 APN: 207-074-05-00 In connection with the request of the Undersigned ("Affiant") for the preparation and issuance of insurance, Affiant makes the following statements and representations for the benefit of, and reliance by, title insurer STEWART TITLE GUARANTY COMPANY, and its policy issuing agent STEWART TITLE OF CALIFORNIA, INC. (collectively hereafter referred to as "TITLE"): 1. Affiant owns and holds title to the land described in Schedule A of the Preliminary Report or Commitment issued in connection with the above referenced Order Number (the "Land"). 2. The Affiant's ownership and/or possession of the Land has been peaceful and undisturbed, and title thereto has never been disputed, questioned or rejected, nor has the issuance of title insurance ever been refused, except as follows: (If none, please state "none") 3. Other than the Affiant, there are no parties entitled to possession of the Land other than the following: (If none, please state "none") 4. There are no leases, licenses, options, rights of first refusal, or contracts to sell, affecting the Land, or any parties currently in possession, of the Land, except the following: (If none, please state "none") 5. All assessments by a management company or owners' association, or for common area or building maintenance, if any, are paid current or are not yet due and payable except for the following. (If none, please state "none") 6. There are no pending contemplated repairs/improvements to the Land, except the following : (If none, please state "none) 7. There has been no construction, building materials, repairs, improvements, or remodeling performed, provided, furnished or delivered within the last 12 months, except as follows: (If none, please state "none") This work performed, as detailed above, was completed on __________ (date of completion). 8. Affiant is not aware of the existence of any of the following: a. Improvements, including fences, encroaching into any easements on the Land, or over any boundary lines of the Land. b. Adjoining property improvements encroaching onto the Land . c. Liens against the Land and/or judgments or tax liens against Affiant or any other property owner currently in title, except those described in the Preliminary Report or Commitment issued in connection with the above referenced Order Number. d. Outstanding claims or persons entitled to claims for mechanics' or materialman liens against the Land. e. Pending repairs/improvements to any adjacent street(s) or any assessments related to road maintenance f. Any pending litigation involving the Land, the Affiant or any other property owner currently in title. g. Recent improvements completed or being made to any common area(s) located within the subdivision in which the Land is located. h. Violations of building permits, zoning laws or recorded covenants, conditions and/or restrictions imposed on the Land . i. Any pending assessments for Community Facility Districts. j. Any new, pending or existing obligation or loan including any home improvements on the Land pursuant to the PACE or HERO program, or any other similar type program. Order No.: 2664700 Owners Affidavit and Indemnity CA Page 1 of 3 Rev. 9/2021 k. Any unrecorded or recorded easements, covenants, conditions, or restrictions affecting the Land, other than those listed in the Preliminary Report or Title Commitment. I. Any use of the property for the production, sale, warehousing or transporting of fresh fru its, vegetables, livestock or poultry (e.g., supermarkets, restaurants, wineries, breweries and meat packing plants). With regard to Sa.-81, except as follows: (If none, please state "none") 9. No proceedings in bankruptcy or receivership have been instituted or filed by, or against, the Affiant or any other property owner currently in title. 10. There are no unpaid taxes, assessments or utility type bills including but not limited to bills for water, sewer, hazardous waste, recycling, storm drain and/or rubbish and there are no liens related to such utilities from or on the Land , with the exception of the following: (If none, please state "none") 11. There are no financial obligations secured by trust deeds, mortgages, financing statements, vendor's liens, security agreements or otherwise, against the Land, except as set forth in the Preliminary Report, proforma and/or Commitment, and as set forth below: (If none, please state "none") Creditor Approximate Balance 12. There has been no harvesting or production of any oil, gas, geothermal materials or other minerals from or on the Land and there are no oil, gas, geothermal and/or mineral leases, licenses, options, rights of first refusal, and/or contracts to sell, affecting the mineral rights associated with the Land, or other parties currently in possession, of the mineral rights on the Land, except the following: (If none, please state "none") 13. Other than the Affiant, there are no other parties currently in possession of the Land, including but not limited to, any possessory interest associated with the harvesting of any oil, gas, geothermal materials or other minerals, except the following: (If none, please state "none") 14. Affiant has not executed and will not execute any documents or instruments related to the title to, or interest in, the Land prior to the recordation of the documents in this transaction. 15. By signing below, Affiant agrees to cooperate with TITLE and, upon request from TITLE, to promptly provide and/or execute, any corrective or curative information or documentation requested. This is a sworn affidavit and is made for the purpose of inducing TITLE to provide certain insurance coverage to a purchaser and/or lender, and the representations contained herein are material to such insurance coverage. The undersigned hereby indemnifies and holds Stewart Title Guaranty Company and its policy issuing agent identified above harmless from any loss or damage, liability, costs, expenses and attorneys' fees which it may sustain under its policies of title insurance or commitments to the extent any representation contained herein is incorrect. The undersigned understands that TITLE may decide not to provide the requested title insurance despite the information and affirmations contained herein. PLEASE READ, COMPLETE AND RESPOND TO ALL STATEMENTS CONTAINED IN THIS OWNER'S AFFIDAVIT AND INDEMNITY BEFORE SIGNING IN THE PRESENCE OF A NOTARY PUBLIC. THE NOTARY PUBLIC WILL EXECUTE THE ACKNOWLEDGMENT ON THE FOLLOWING PAGE. HOWEVER, IF YOU DO NOT UNDERSTAND OR HAVE ANY QUESTIONS ABOUT THIS AFFIDAVIT, YOU SHOULD SEEK THE ASSISTANCE OF YOUR INDEPENDENT FINANCIAL AND/OR LEGAL ADVISOR BEFORE SIGNING. Order No.: 2664700 Owners Affidavit and Indemnity CA Page 2 of 3 Rev. 9/2021 Michael J Wheeler Jr Heidi M Wheeler A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached and not the truthfulness, accuracy, or validity of that document. State of California ) ) ss. County of _____ ) Subscribed and sworn to (or affirmed) before me on this ___ day of __________ , 20 __ , by _____________________________________ , proved to me on the basis of satisfactory evidence to be the person(s) who appeared before me. Notary Signature Order No.: 2664700 Owners Affidavit and Indemnity CA Page 3 of 3 Rev. 9/2021 Updated: August 24, 2023 STEWART INFORMATION SERVICES CORPORATION GRAMM-LEACH BLILEY PRIVACY NOTICE This Stewart Information Services Corporation Privacy Notice ("Notice") explains how we and our affiliates and majority-owned subsidiary companies (collectively, "Stewart," "our," or "we") collect, use, and protect personal information, when and to whom we disclose such information, and the choices you have about the use and disclosure of your information. Pursuant to Title V of the Gramm-Leach Bliley Act ("GLBA") and other Federal and state laws and regulations applicable to financial institutions, consumers have the right to limit some, but not all sharing of their personal information. Please read this Notice carefully to understand how Stewart uses your personal information. The types of personal information Stewart collects, and shares depends on the product or service you have requested. Stewart may collect the following categories of personal and financial information from you throughout your transaction: 1. Identifiers: Real name, alias, online IP address if accessing company websites, email address, account name, unique online identifier, or other similar identifiers. 2. Demographic Information: Marital status, gender, date of birth. 3. Personal Information and Personal Financial Information: Full name, signature, social security number, address, driver's license number, passport number, telephone number, insurance policy number, education, employment, employment history, bank account number, credit card number, debit card number, credit reports, or any other information necessary to complete the transaction. Stewart may collect personal information about you from: 1. Publicly available information from government records. 2. Information we receive directly from you or your agent(s), such as your lender or real estate broker. 3. Information we receive from consumer reporting agencies and/or governmental entities, either directly from these entities or through others. Stewart may use your personal information for the following purposes: 1. To provide products and services to you in connection with a transaction. 2. To improve our products and services. 3. To communicate with you about our affiliates', and others' products and services, jointly or independently. Stewart may use or disclose the personal information we collect for one or more of the following purposes: • To fulfill or meet the reason for which the information is provided. • To provide, support, personalize, and develop our website, products, and services. • To create, maintain, customize, and secure your account with Stewart. • To process your requests, purchases, transactions, and payments and prevent transactional fraud. • To prevent and/or process claims. • To assist third party vendors/service providers who complete transactions or perform services on Stewart's behalf pursuant to valid service provider agreements. • As necessary or appropriate to protect the rights, property or safety of Stewart, our customers, or others. • To provide you with support and to respond to your inquiries, including to investigate and address your concerns and monitor and improve our responses. • To help maintain the safety, security, and integrity of our website, products and services, databases and other technology- based assets, and business. • To respond to law enforcement or regulator requests as required by applicable law, court order, or governmental regulations. • Auditing for compliance with federal and state laws, rules, and regulations. • Performing services including maintaining or servicing accounts, providing customer service, processing, or fulfilling orders and transactions, verifying customer information, processing payments. • To evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by us is among the assets transferred. File No.: 2664700 Updated 08/24/2023 Stewart will not collect additional categories of personal information or use the personal information we collected for materially different, unrelated, or incompatible purposes without providing you notice. Disclosure of Personal Information to Affiliated Companies and Nonaffiliated Third Parties Stewart does not sell your personal information to nonaffiliated third parties. Stewart may share your information with those you have designated as your agent throughout the course of your transaction (for example, your realtor, broker, or a lender). Stewart may disclose your personal information to non-affiliated third-party service providers and vendors to render services to complete your transaction. We share your personal information with the following categories of third parties: • Non-affiliated service providers and vendors we contract with to render specific services (For example, search companies, mobile notaries, and companies providing crediUdebit card processing, billing, shipping, repair, customer service, auditi ng, marketing, etc.) • To enable Stewart to prevent criminal activity, fraud, material misrepresentation, or nondisclosure. • Stewart's affiliated and subsidiary companies. • Parties involved in litigation and attorneys, as required by law. • Financial rating organizations, rating bureaus and trade associations, taxing authorities, if required in the transaction. • Federal and State Regulators, law enforcement and other government entities to law enforcement or authorities in connection with an investigation, or in response to a subpoena or court order. The law does not require your prior authorization or consent and does not allow you to restrict the disclosures described above. Additionally, we may disclose your information to third parties for whom you have given us authorization or consent to make such disclosure. We do not otherwise share your Personal Information or browsing information with non-affiliated third parties, except as required or permitted by law. Right to Limit Use of Your Personal Information You have the right to opt-out of sharing of your personal information among our affiliates to directly market to you. To opt-out of sharing your information with affiliates for direct marketing, you may send an "opt out" request to Opt0ut@stewart.com, or contact us through other available methods provided under "Contact Information" in this Notice. We do not share your Personal Information with nonaffiliates for their use to directly market to you without your consent. How Stewart Protects Your Personal Information Stewart maintains physical, technical, and administrative safeguards and policies to protect your personal information. Contact Information If you have specific questions or comments about this Notice, the ways in which Stewart collects and uses your information described herein, or your choices and rights regarding such use, please do not hesitate to contact us at: Phone: Email: Toll Free at 1-866-571-9270 Privacyrequest@stewart.com Postal Address: Stewart Information Services Corporation File No.: 2664700 Attn: Mary Thomas, Chief Compliance and Regulatory Officer 1360 Post Oak Blvd., Ste. 100, MC #14-1 Houston, TX 77056 Updated 08/24/2023 Effective Date: January 1, 2020 Updated: August 24, 2023 STEWART INFORMATION SERVICES CORPORATION PRIVACY NOTICE FOR CALIFORNIA RESIDENTS Stewart Information Services Corporation and its affiliates and majority-owned subsidiary companies (collectively, "Stewart," "our," or "we") respect and are committed to protecting your privacy. Pursuant to the California Consumer Privacy Act of 2018 ("CCPA") and the California Privacy Rights Act of 2020 ("CPRA"), we are providing this Privacy Notice ("CCPA Notice"). This CCPA Notice explains how we collect, use, and disclose personal information, when and to whom we disclose such information, and the rights you, as a California resident have regarding your Personal Information. This CCPA Notice supplements the information contained in Stewart's existing privacy notice and applies solely to all visitors, users, consumers, and others who reside in the State of California or are considered California Residents as defined in the CCPA ("consumers" or "you"). All terms defined in the CCPA & CPRA have the same meaning when used in this Notice. Personal and Sensitive Personal Information Stewart Collects Stewart has collected the following categories of personal and sensitive personal information from consumers within the last twelve (12) months: A. Identifiers. A real name, alias, postal address, unique personal identifier, online identifier, Internet Protocol address, email address, account name, Social Security number, driver's license number, passport number, or other similar identifiers. B. Personal information categories listed in the California Customer Records statute (Cal. Civ. Code§ 1798.S0(e)). A name, signature, Social Security number, address, telephone number, passport number, driver's license or state identification card number, insurance policy number, education, employment, employment history, bank account number, credit card number, debit card number, or any other financial information. C. Protected classification characteristics under California or federal law. Age, race, color, ancestry, national origin, citizenship, marital status, sex (including gender, gender identity, gender expression), veteran or military status. D. Commercial Information. Records of personal property, products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies. E. Internet or other similar network activity. Browsing history, search history, information on a consumer's interaction with a website, application, or advertisement. F. Geolocation data Stewart obtains the categories of personal and sensitive information listed above from the following categories of sources: • Directly and indirectly from customers, their designees, or their agents (For example, realtors, lenders, attorneys, brokers, etc.) • Directly and indirectly from activity on Stewart's website or other applications. • From third parties that interact with Stewart in connection with the services we provide. Use of Personal and Sensitive Personal Information Stewart may use or disclose the personal or sensitive information we collect for one or more of the following purposes: a. To fulfill or meet the reason for which the information is provided. b. To provide, support, personalize, and develop our website, products, and services. c. To create, maintain, customize, and secure your account with Stewart. d. To process your requests, purchases, transactions, and payments and prevent transactional fraud. e. To prevent and/or process claims. f. To assist third party vendors/service providers who complete transactions or perform services on Stewart's behalf pursuant to valid service provider agreements. g. As necessary or appropriate to protect the rights, property or safety of Stewart, our customers, or others. h. To provide you with support and to respond to your inquiries, including to investigate and address your concerns and monitor and improve our responses. i. To personalize your website experience and to deliver content and product and service offerings relevant to your interests, including targeted offers and ads through our website, third-party sites, and via email or text message (with your consent, where required by law). j. To help maintain the safety, security, and integrity of our website, products and services, databases and other technology-based assets, and business. k. To respond to law enforcement or regulator requests as required by applicable law, court order, or governmental regulations. I. Auditing for compliance with federal and state laws, rules, and regulations. m. Performing services including maintaining or servicing accounts, providing customer service, processing, or fulfilling orders and transactions, verifying customer information, processing payments, providing advertising or marketing services or other similar services. n. To evaluate or conduct a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by us is among the assets transferred. File No.: 2664700 Updated 08/24/2023 Stewart will not collect additional categories of personal or sensitive information or use the personal or sensitive information we collected for materially different, unrelated, or incompatible purposes without providing you notice. Disclosure of Personal Information to Affiliated Companies and Nonaffiliated Third Parties Stewart does not sell your personal information to nonaffiliated third parties. Stewart may share your information with those you have designated as your agent throughout the course of your transaction (for example, a realtor, broker, or a lender). We share your personal information with the following categories of third parties: a. Service providers and vendors we contract with to render specific services (For example, search companies, mobile notaries, and companies providing crediUdebit card processing, billing, shipping, repair, customer service, auditing, marketing, etc.) b. Affiliated Companies. c. Parties involved in litigation and attorneys, as required by law. d. Financial rating organizations, rating bureaus and trade associations. e. Federal and State Regulators, law enforcement and other government entities In the preceding twelve (12) months, Stewart has disclosed the following categories of personal information: Category A: Identifiers Category B: California Customer Records personal information categories Category C: Protected classification characteristics under California or federal law Category D: Commercial Information Category E: Internet or other similar network activity Category F: Non-public education information A. Your Consumer Rights and Choices Under CCPA and CPRA The CCPA and CPRA provide consumers {California residents as defined in the CCPA) with specific rights regarding their personal information. This section describes your rights and explains how to exercise those rights. i. Access to Specific Information and Data Portability Rights You have the right to request that Stewart disclose certain information to you about our collection and use of your personal information over the past 12 months. Once we receive and confirm your verifiable consumer request, Stewart will disclose to you: • The categories of personal information Stewart collected about you. • The categories of sources for the personal information Stewart collected about you. • Stewart's business or commercial purpose for collecting that personal information. • The categories of third parties with whom Stewart shares that personal information. • The specific pieces of personal information Stewart collected about you (also called a data portability request). • If Stewart disclosed your personal data for a business purpose, a listing identifying the personal information categories that each category of recipient obtained. ii. Deletion Request Rights You have the right to request that Stewart delete any personal information we collected from you and retained, subject to certain exceptions. Once we receive and confirm your verifiable consumer request, Stewart will delete (and direct our service providers to delete) your personal information from our records, unless an exception applies. Stewart may deny your deletion request if retaining the information is necessary for us or our service providers to: 1. Complete the transaction for which we collected the personal information, provide a good or service that you requested, take actions reasonably anticipated within the context of our ongoing business relationship with you, or otherwise perform our contract with you. 2. Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity, or prosecute those responsible for such activities. 3. Debug products to identify and repair errors that impair existing intended functionality. 4. Exercise free speech, ensure the right of another consumer to exercise their free speech rights, or exercise another right provided for by law. 5. Comply with the California Electronic Communications Privacy Act (Cal. Penal Code§ 1546 seq.). 6. Engage in public or peer-reviewed scientific, historical, or statistical research in the public interest that adheres to all other applicable ethics and privacy laws, when the information's deletion may likely render impossible or seriously impair the research's achievement, if you previously provided informed consent. 7. Enable solely internal uses that are reasonably aligned with consumer expectations based on your relationship with us. 8. Comply with a legal obligation. 9. Make other internal and lawful uses of that information that are compatible with the context in which you provided it. Iii. Opt-Out of Information Sharing and Selllng Stewart does not share or sell information to third parties, as the terms are defined under the CCPA and CPRA. Stewart only shares your personal information as commercially necessary and in accordance with this CCPA Notice. iv. Correction of Inaccurate Information You have the right to request that Stewart correct any inaccurate information maintained about. File No.: 2664700 Updated 08/24/2023 v. Limit the Use of Sensitive Personal Information You have the right to limit how your sensitive personal information, as defined in the CCPA and CPRA is disclosed or shared with third parties. Exercising Your Rights Under CCPA and CPRA If you have questions or comments about this notice, the ways in which Stewart collects and uses your information described herein, your choices and rights regarding such use, or wish to exercise your rights under California law, please submit a verifiable consumer request to us by the available means provided below: 1. Emailing us at 0pt0ut@stewart.com; or 2. Visiting https://www.stewart.com/en/guick-links/ccpa-reguest.html Only you, or someone legally authorized to act on your behalf, may make a verifiable consumer request related to your personal information. You may also make a verifiable consumer request on behalf of your minor child, if applicable. To designate an authorized agent, please contact Stewart through one of the methods mentioned above. You may only make a verifiable consumer request for access or data portability twice within a 12-month period. The verifiable consumer request must: • Provide sufficient information that allows us to reasonably verify you are the person about whom we collected personal information or an authorized representative. • Describe your request with sufficient detail that allows us to properly understand, evaluate, and respond to it. Stewart cannot respond to your request or provide you with personal information if we cannot verify your identity or authority to make the request and confirm the personal information relates to you. Making a verifiable consumer request does not require you to create an account with Stewart. Response Timing and Format We endeavor to respond to a verifiable consumer request within forty-five (45) days of its receipt. If we require more time (up to an additional 45 days), we will inform you of the reason and extension period in writing. A written response will be delivered by mail or electronically, at your option. Any disclosures we provide will only cover the 12-month period preceding the verifiable consumer request's receipt. The response we provide will also explain the reasons we cannot comply with a request, if applicable. Stewart does not charge a fee to process or respond to your verifiable consumer request unless it is excessive, repetitive, or manifestly unfounded. If we determine that the request warrants a fee, we will tell you why we made that decision and provide you with a cost estimate before completing your request. Non-Discrimination Stewart will not discriminate against you for exercising any of your CCPA rights. Unless permitted by the CCPA, we will not: • Deny you goods or services. • Charge you a different prices or rates for goods or services, including through granting discounts or other benefits, or imposing penalties. • Provide you a different level or quality of goods or services. • Suggest that you may receive a different price or rate for goods or services or a different level or quality of goods or services. Record Retention Your personal information will not be kept for longer than is necessary for the business purpose for which it is collected and processed. We will retain your personal information and records based on established record retention policies pursuant to California law and in compliance with all federal and state retention obligations. Additionally, we will retain your personal information to comply with applicable laws, regulations, and legal processes (such as responding to subpoenas or court orders), and to respond to legal claims, resolve disputes, and comply with legal or regulatory recordkeeping requirements. Changes to This CCPA Notice Stewart reserves the right to amend this CCPA Notice at our discretion and at any time. When we make changes to this CCPA Notice, we will post the updated Notice on Stewart's website and update the Notice's effective date. Link to Privacy Notice https://www.stewart.com/en/privacy.html Contact Information Stewart Information Services Corporation Attn: Mary Thomas, Chief Compliance and Regulatory Officer 1360 Post Oak Blvd., Ste. 100, MC #14-1 Houston, TX 77056 File No.: 2664700 Updated 08/24/2023