HomeMy WebLinkAboutCT 92-01; Greystone Homes Inc; 1995-0576698; Petition & Waiver2171 C-L“ # 1995-0576678 19-DEC-1995 09341 AN
OFFICIAL RECORDS
RECORDING REQUESTED BY AND 1 SAH OIEGO COUNTY RECORDER’S OFFICE
WHEN RECORDED MAIL TO: 1
Cty Clerk )
CITY OF CARLSBAD
1200 Carlsbad Village Drive
Carlsbad, CA 92008
GREGORY WTHI COUNTY RECORDER RF: 17.00 FEES: 43.00 RF: 25.00 ilF : 1.00
SPACE ABOVE THIS LINE FOR RECORDERS USE
Parcel No. 214-140-40
PETITION, WAIVER, AND CONSENT TO CREATION
OF A FACILITY IMPACT FEE PROGRAM
AND AGREEMENT TO PAY FAIR SHARE COST OF
ALGA ROAD AND POlNSElllA LANE
(“AGREEMENT“)
A. WHEREAS, the undersigned Property Owner is processing for development within
the City of Carlsbad (“City’) a development project known and identified as Carlsbad Tract 92-01
(“Project’) more particularly described on Exhibit ‘A” attached hereto and by this reference made
a part hereof; and
B. WHEREAS, City has determined Project to be located within the boundaries of a
proposed benefit area for a Facility Impact Fee Program to be known as Alga Road and
Poinsettia Lane Facility Fee Program (“Fee Program”); and
C. WHEREAS, Fee Program is intended to be formed to finance those improvements
generally described in Paragraph 1 below; and
D. WHEREAS, Fee Program may take the form of a bridge and thoroughfare area of
benefit fee (pursuant to Government Code Section 66484 and Carlsbad Municipal Code (CMC)
Section 20.08.140), amendment to the Traffic Impact Fee (CMC Chapter 18.42), a new
Development Impact Fee enacted pursuant to Government Code Section 66000 a, any
combination thereof, or otherwise; and
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E. WHEREAS, Property Owner desires to proceed with processing of the Project prior
to City determination of the form or establishment of Fee Program; and
F. WHEREAS, the Local Facilities Management Plan for Zone 20 requires a guarantee
for the construction of the segments of Alga Road and Poinsettia Lane, described in Paragraph 1
below, prior to the recordation of any final maps or the issuance of building permits within the
zone; and
G. WHEREAS, compliance with the applicable Local Facilities Management Plans for
Zone 20 and tentative map conditions is a condition of approval for the final map for the Project;
and
H. WHEREAS, Ci and Property Owner desire to agree to a guarantee which insures
the project's fair share of the financing for the improvements described in Paragraph 1 herein that
will allow Property Owner to proceed with the processing of a final map and development of the
Project in advance of the formation of a Fee Program for the construction of Alga Road and
Poinsettia Lane; and
1. WHEREAS, City Council 'agrees that Property Owner, upon entering into this
Agreement and upon payment of the fair share described herein, has met the requirement set
forth in the Local Facilities Management Plan for Local Facilities Management Plan Zone 20 to
provide a financial guarantee for the construction of those improvements described in
Paragraph 1 below; and
J. WHEREAS, Property Owner voluntarily enters into this Agreement; and
K. WHEREAS, the Ci Council has determined that due to the size of the Project,
there will be no major impact on the circulation system at the present time if development of the
Project is allowed to proceed with sufficient financial guarantees for actual construction to meet
Property Owner's fair share of the circulation improvements;
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NOW, THEREFORE, in consideration of proceeding with the processing of Project, the
undersigned Property Owner hereby agrees and certifies to the following:
1. Property Owner hereby petitions the City for the initiation of proceedings of a Fee
Program which will cause the construction and installation and/or financing of the following
improvements which are more specifically described as follows:
0 Alga Road from Poinsettia Lane to Palomar Airport Road and
Poinsettia Lane from Alga Road to El Camino Real (Alga Road and
Poinsettia Lane)
The improvements proposed for inclusion include full width grading
for an 82 foot wide major arterial roadway within a 102 foot wide
road right-of-way, with related drainage improvements, and two 18
foot wide paved travel lanes, median curbs along both edges of a
to El Camino Real and Alga Road from Poinsettia Lane to Palomar
raised unimproved median strip for Poinsettia Lane from Alga Road
Airport Road, all built to City of Carlsbad major arterial standards.
2. The costs of construction, engineering, design, construction inspection, contract
administration, construction engineering, environmental mitigation, condemnation costs for the
necessaly right-of-way and slope easements, legal and other incidental expenses will be funded
by the Fee Program.
3. Property Owner acknowledges its rigM to notice of and participation in all phases
of the establishment of Fee Program and expressly waives any rigM to protest or oppose the
imposition or formation of Fee Program. Property Owner's waiver of its right to protest
establishment or formation of the Fee Program shall not prevent Property Owner from protesting
the amount of the fee or extent of the improvements for Alga Road and Poinsettia Lane.
4. a) Property Owner agrees to pay to City its fair share for the improvements
described in paragraph one (1) above ("Deposit"), currently estimated to be $500 per "Average
Daily Trip' ('ADT") allocable to each dwelling unit in the Project. Ten (IO) ADT's are allocable to
each single-family dwelling unit in the Project and six (6) ADT's are allocable to each multi-family
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dwelling unit in the Project. The total amount of Deposit contemplated under the terms of this
Agreement is estimated to be $680,000 (based upon the following calculation: 112 single-family
units x 10 ADT/unit x $500/ADT + 40 multi-family units x 6 ADT/unit x $500/unit).
b) Prior to the recordation of a final map for any phase or phases within the
Project, Property Owner shall pay the Deposit to City in an amount calculated in accordance with
Paragraph 4.a) above for the number of units proposed within that final map, minus the amounts
of the credits provided for in subparagraph 4.c) below, to the extent those amounts have not
previously been subtracted from the Deposit. Forthe purpose of computing the Deposit amount
required pursuant to this Agreement, recordation of all or a portion of the multi-family lots shall
require full payment of that portion of Deposit allocable to each of the multi-family units included
with the lot or lots being recorded.
c) Property Owner is obligated by the Local Facilities Management Plan for
Zone 20 to construct poltins of Alga Road, some of which are within the Fee Program and some
of which are not within the Fee Program. Those portions of Alga Road constructed by the
Property Owner which are described in paragraph one (1) and are included within the Fee
Program (Reimbursable Portion) are fully reimbursable pursuant to the provisions of this
paragraph. Those portions of Alga Road constructed by the developer which are not described
in paragraph one (1) or are not included with the Fee Program are not considered reimbursatJe.
Property Owner and City agree that, for purposes of this Agreement, the dollar amount of the
Reimbursable Portion of the Property Owner's Alga Road improvement obligation is estimated
at $0.00 ("Reimbursement"). The actual amount of the Reimbursement shall be determined upon
completion of the engineering report forthe Fee Program and upon adoption of the Fee Program
by the City Council. Upon substantial completion of any grading work, improvement, or property
acquisition of the Reimbursable Portion of the Alga Road improvement, City shall within sixty (60)
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days reimburse Property Owner an amount equal to the cost of the work as determined by the
engineering report used to determine the adopted fee. In the event that the engineering report
is not completed or the Fee Program has not been adopted by the City at the time of substantial
completion of the Reimbursable Portion of the Alga Road improvements, City shall reimburse
Property Owner an amount equal to the estimated cost of the Reimbursable Portion of
improvements constructed by the Property Owner as determined by the Ciy Engineer. Upon
completion of the engineering report and adoption of the Fee Program by City Council, City shall
determine the actual amount of the Reimbursable Portion of the constructed improvements. Any
difference in cost between the estimated and actual value of the Reimbursable Portion of
constructed improvements shall be added to or subtracted from the Deposit due pursuant to
paragraphs 8.a) through 8.i) below. If Reimbursement exceeds the amount of the Deposit
previously paid by Property Owner to City, then the excess shall be a credit to be applied against
Property Owner‘s future Deposit obligations. In no case shall the Ciy reimburse the Property
Owner pursuant to this Agreement in an amount greater than the amount of the total fee due
under the adopted fee program without first entering into a subsequent reimbursement
agreement between the City and Property Owner.
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d) The actual amount of Property Owner’s fair share payment under the Fee
Program shall be conclusively determined by City Council at the time the Fee Program is
established.
e) Deposit by Property Owner of its fair share of improvement costs as determined
herein, and the contractual covenant created by this Agreement satisfies Property Owner’s
obligations for the construction of the improvements described in paragraph one (1) above, as
required by the Local Facilities Management Plan for Zone 20.
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5. Property Owner acknowledges that this Agreement to pay its fair share and
participate in thefinancing of improvements isvoluntary and that withoutthis Agreement Property
Owner would be precluded from obtaining final map approvals or building and other
development permits under the provisions of the General Plan, Chapter 21.90 of the Carlsbad
Municipal Code, applicable zone plan, financing plans and related documents until a satisfactary
financing program had been developed to fund the construction of the improvements described
in Paragraph 1 above.
6. Property Owner hereby waives its right to challenge the establishment or
imposition of Fee Program. Property Owner's waiver of its right to challenge the establishment
or imposition of Fee Program shall not prevent Property Owner from protesting the amount of
the fee or extent of the improvements for Alga Road and Poinsettia Lane.
7. This Agreement does not affect, in any way whatsoever, the obligation of Property
Owner to pay any other fees or assessments associated with Property Owner's development,
nor does this Agreement relieve Property Owner from providing other public facilities required
under conditions of the Local Facilities Management Plan for Zone 20 or placed upon Tentative
Map CT 92-01 by the City.
8. a) If prior to January 1, 1999, the Fee Program for Alga Road and Poinsettia Lane
is established, subsequent to Deposit by Property Owner pursuant to this Agreement, Property
Owner's financial obligation shall be recalculated at that time, using the fee formula established
under the approved Fee Program. If the initial Fee Program obligation is different from Deposit,
plus accrued interest, amount previously paid by Property Owner to Ci pursuant to Paragraph
4 hereof, City shall refund any excess, or Property Owner will pay to City any additional amount
due (Shortfall).
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b) Any refund shall be made from funds available through the collection of fees
and shall not be an obligation of Ci’s General Fund or other revenue sources.
c) In the event that insufficient funds are available from the fee revenues, Property
Owner shall be reimbuned in the order in which funds were deposited with City as soon as
sufficient funds become available, as determined by the Ci Council.
d) No reimbursement is required until tha City Council determines that Sufficient
funds are available.
e) If a Shortfall exists, Property Owner shall be notified of the amount of such
Shortfall by the Finance Director via certified mail. The amount of said Shortfall shall be due and
payable to Ci 30 days after the mailing of such notice.
9 The computation of the amount of any Shortfall shall not include interest
charges.
g) If payment in full of the Shortfall is not made by Property Owner within ninety
(90) days of notice of said Shortfall by the Finance Director, the amount due shall constitute a
lien on any portion of the property within the Project for which a building permit has not been
issued by the Ci. City may deny the issuance of building permits and/or take any other action
allowed by law to deny further development of Project property subject to this Agreement, and
to collect such Shortfall including, but not limited to, enforcement of the lien on the property.
CIS recordation of a lien shall not affect its ability to recover the Shortfall by other legal means
concurrently, but no double recovely will be allowed. The cost of such collection shall be an
obligation of Property Owner and shall be added to the amount of the Shortfall payment due City.
h) Any payment received by the Cty under this Agreement shall be deposited in
a special fund and may only be used to fund the construction of the facilities described herein.
Upon the establishment of a Fee Program to fund these same facilities, any amount remaining
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in the special fund may be transferred to the Facility Fee Fund, at the discretion of the Finance
Director.
i) On or after the effective date of the Fee Program adopted by City Council, the
Property Owner may elect to terminate this Agreement. The Property Owner shall notify the City
of their intent to terminate this Agreement in writing in accordance with the provisions of
paragraph 15 below. Upon receipt of such notification, the City shall review the Deposit account
for the Project and determine the amount of any shortfall or refund due under the provisions of
this Agreement and the amount of any remaining credits pursuant to paragraph 4.c) above, if
any. Upon payment of the shortfall, if any, by the Property Owner and upon the determination
by the City that the Project is subject to the adopted Fee Program, the City shall file a notice of
release and termination of Agreement with the Office of the County Recorder of the County of
San Diego. Termination of this Agreement by the City shall affect only those portions of the
Project which have not recorded a final map prior to the filing of the notice of release and
termination of Agreement. All money or credits received in satisfaction of the terms of this
Agreement for any portion of the Project for which a final map has been recorded prior to
termination of the Agreement shall be considered to have satisfied the Fee Program requirements
for those lots or units included within such recorded map. Any additional credits in excess of the
needs created by the recording of a phased final map shall be made available to the Property
Owner for use on the remaining unrecorded portion of the project in accordance with any
provisions for the allowance of credits under the adopted Fee Program.
9. If the Fee Program has not been established for any reason by January 1, 1999,
the amount paid by Property Owner under this Agreement, including any credits or
reimbursements due pursuant to paragraph 4.c) above, shall be deemed to represent Property
Owner’s fair share cost for provision of those faciliies described in paragraph one (1) above and
no further payment will be due from or reimbursement due to Property Owner.
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10. Compliance with this Agreement will be accepted by City as an alternate to the
method described in the current Local Facilities Management Plan for Zone 20 for financing the
improvements described in paragraph one (1) above. This Agreement does not require Ci to
issue building permits or other development permits or grant approvals or relieve Property Owner
of the obligation to comply with all applicable provisions of law, including but not limited to,
Carlsbad Municipal Code Titles 18, 19, 20 and 21.
11. Compliance with the provisions of this Agreement is a condition of all future
discretionary approvals for the Project. If Property Owner does not comply with the provisions
of this Agreement, approval of the Project will not be consistent with the General Plan, the Growth
Management Program, the Local Facilities Management Plan, or the applicable financing plan
for Zone 20 and all subsequent discretionary approvals and permits for the Project shall be
withheld by Ci.
12. The City may, at its discretion, elect to pursue any remedy, legal or equitable
against Property Owner or Property Owner’s successors, heirs, assigns, and transferees, with the
exception of owners of individual lots for which building permits have been issued, to secure
compliance with this Agreement.
13. Ci shall not, nor shall any officer or employee of City, be liable or responsible
for any loss or damage incurred by Property Owner or any successor or assign of Property
Owner, or by any occupant in Project, as a resuk of the exercise of any remedies provided to Ci
in this Agreement. Property Owner agrees to indemnify City for any liabilities incurred by City
as a result of Cis exercise of these remedies.
14. This Agreement and the covenants contained herein shall be binding upon and
inure to the benefit of the successors, heirs, assigns, and transferees of Property Owner and City,
and run with the real property and create an equitable servitude upon the real property.
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15. All notices provided for under this Agreement shall be in writing and shall be
delivered in person or served by certified mail postage prepaid. Delivery of notice to Property
Owner shall be presumed to have been made on the date of mailing regardless of receipt by
Property Owner. Notices required to be given to Property Owner shall be addressed as follows:
Greystone Homes, Inc.
495 East Rincon, Suite 115
Corona, CA 91719
Notices to the Ci shall be delivered to the
Ci of Carlsbad,
Finance Director,
1200 Carlsbad Village Drive
Carlsbad, California, 92008.
d require Each party shall notii the other immediately of any changes of address that woulc
any notice delivered hereunder to be directed to another address.
16. The obligation and benefits of this Agreement shall be transferred upon sale of the
Project. As used in this Agreement, ‘Property Owner shall be the owner of the real property
which comprises the Project, except as to any real property for which residential permits have
been issued. Notwithstanding any provision of this Agreement to the contrary, upon written
notice to the City pursuant to Paragraph 15 above, all obligations, benefits and responsibilities
of this agreement shall move to the new owner of the real property which comprises the Project.
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17. The undersigned entii further states, under penalty of perjury, that it is the owner
of the property described herein, or an authorized agent of the owner, and has the authority to
sign this document including the creation of the covenants herein.
Executed this 3pday of LlSt ,195.
Robert W. Garcin (print name here)
Vice President (title and organization of signatory) A
By: eign here)
Todd Palmaer (print name here)
DtV f5IDN PRdLrnT
(title and organization of signatory)
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- - 21 82 CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT No. 5907
@ personally known to me - OR - 0 proved to me on the basis of satisfactorv evidence
to be the person(s) whose name(s) is@
subscribed to the within instrument and ac-
knowledged to me that he/she/m executed
the same in his/her/W authorized
capacity(ies), and that by hidher/-
signature(s) on the instrument the person(s),
or the entity upon behalf of which the
person(s) acted, executed the instrument.
WITNESS my hand and official seal.
SIGNATURE O~OTARY
OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent
fraudulent reattachment of this form.
CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT
0 PARTNER(S) 0 LIMITED
0 AlTORNEY-IN-FACT NUMBER OF PAGES 0 TRUSTEE(S) 0 GUARDIAN/CONSERVATOR 0 OTHER: 5/30/%
0 GENERAL 11
DATE OF DOCUMENT
SIGNER IS REPRESENTING:
NAME OF PERSON(S) OR ENTITYOES)
SIGNER@) OTHER THAN NAMED ABOVE
01993 NATIONAL NOTARY ASSOCIATION 8236 Remmet Ave., P.O. Box 7184 - Canoga Park, CA 91309-7184
DESCRIPTION 4 2283
Order No. 972248 50
/
,/rTY OF CARLSBAD TRACT NO. 92-01 COSTA DO SOL, BEING A SUBDIVISION OF: / PARCEL 2'
IN THE CITY OF CARLSB?+D, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA, AS
SHOWN AT PAGE 6136 OF PARCEL MAPS, FILED IN THE OFFICE OF THE COUNTY RECORDER OF
SAN DIEGO COUNTY, JULY 6, 1977, TOGETHER WITH THAT PORTION OF THE SOUTH WF OF
FRACTIONAL SECTION 21, TOWNSHIP 12 SOUTH, RANGE 4 WEST, SAN BERNARDINO MERIDIAN,
IN THE CITY OF CARLSBAD, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA, ACCORDING TO
OFFICIAL PLAT THEREOF, DESCRIBED AS FOLLOWS:
BEGINNING AT THE SOUTH QUARTER CORNER OF SAID FRACTIONAL SECTION 21; THENCE
ALONG THE SOUTHERLY LINE OF SAID FRACTIONAL SECTION 21, NORTH 88O 59' 52" WEST,
1017.71 FEET; THENCE NORTH 000 32' 50" EAST, 34.00 FEET To THE NORTHERLY LINE OF
THE SOUTHERLY 34.00 FEET OF SAID FRACTIONAL SECTION 21; THENCE ALONG SAID
NORTHERLY LINE SOUTH 88O 59' 52" EAST, 1017.00 FEET, MORE OR LESS, TO THE
NORTH-SOUTH CENTER LINE OF SAID FRACTIONAL SECTION 21; THENCE ALONG SAID
NORTH-SOUTH CENTER LINE SOUTH OOo 00' 24" WEST, 34.00 FEET, MORE OR LESS, TO THE
POINT OF BEGINNING.
LAND, WITHOUT RIGHT OF INGRESS AND EGRESS AS RESERVED TO JACK W. HARRIS, AS
EXCEPTING THEREFROM ALL OIL, GAS AND OTHER MINERAL RIGHTS IN, ON AND UNDER SAID
GUARDIAN OF THE ESTATE OF ALBERT METCALF, AN INCOMPETENT PERSON, IN DEED DATED
JUNE 8, 1955 AND RECORDED JULY 1, 1955 IN BOOK 5701, PAGE 315 OF OFFICIAL
RECORDS.
ALSO EXCEPTING THEREFROM ALL MINERAL RIGHTS IN, ON AND UNDER SAID LAND WITHOUT
RIGHT OF INGRESS AND EGRESS AS EXCEPTED AND RESERVED BY JACK FJLRRIS, TRUSTEE,
AND WIFE, IN DEED DATED APRIL 21, 1955 AND RECORDED JULY 1, 1955 IN BOOK 5701,
KAY K. METCALF, A WIDOW, AND FRANK MILES FLINT AND CLAIRE SHARP FLINT, HUSBAND
PAGE 317 OF OFFICIAL RECORDS.
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