HomeMy WebLinkAboutMS 490; SMITH, D AND V/SCHUMACHER, W AND C; 84-134920; Public Facilities Fee Agreement/ReleaseRecorded^ Request Of
FIIlELITt Sf&TIOSrAL TITL%»»*
Recording Requested By
THE CITY OF CARLSBAD
1200 Elm Avenue
Carlsbad, CA 92008
1742
RELEASE OF AGREEMENT
TO PAY PUBLIC FACILITIES FEES
84-134S20
r""HRECORDED IN I
OFFICIAL RECORDSI OF SAN DIEGO COUNTY, CA. I
1984 APR 13 AM 8:00
U/ERA L LYLE I
OUNTY RECORDER )
RF 6.00^
MG 1.00
PLEASE TAKE NOTICE that the Agreement For Payment Of Public
Facilities Fees between The City of Carlsbad and Donald Edward
Smith and Virginia B. Smith and William H. and Carole J. Schumacher
required by an Application for Tentative Parcel Map and
minor condominium permit (MS490 & CP123^n<^ recorded on
October 2, 1980 , as Document No. 80-323665
is hereby released for the following reason:
£x? Fees Paid and Obligation Satisfied
/~7 Application Withdrawn
I~J Other
DATED: March 19, 1984
ATTEST:
ALETHA L. RAUTE
City Clerk
APPROVED AS TO FORM:
VINCENT F. BIONDO, JR. ,
City Attorney
By
CITY OF CARLSBAD
FRANK D. ALESHIRE,
City Manager
before me the undersigned, a Notary
STATE OF CALIFORNIA) . 1743
) ss.
COUNTY OF SAN DIEGO)
On
Public in and for said State, personally appeared Frank D. Aleshire,
known to me to be the City Manager of the City of Carlsbad, a Municipal
Corporation of the State of California, known to me to be the person
who executed the within instrument on behalf of said Municipal
Corporation, and acknowledged to me that such City of Carlsbad, executed
the same.
WITNESS my hand and official seal,
OFFICIAL SEAL
KAREN R. STEVENS
Notary Public - California
Principal Office In
San Diego County
My Commssiof Expires S«pr 27, 1985
0: c
'CITY OF CARTqRflT, / . / ^ BOOR 193flCARLSBAD • ••/ RECORDED RE'juLST Of
1200 ELM AVE
AGREEMENT BETWEEN DEVELOPER-OVWERCARL^RAn /vV3Ki:,r.rir..n r DIVI w^nn uj.wiii.jui iiiivvwiNjiiv *-- -—*-
CITY 920QS AND THE CITY OF CARJjSBAD FOR THE QjJT 2 12 12 fH f
ATTN CLERK PAYMENT OF A PUBLIC. FACILITIES FEE
uOFF!CiALfH?eOkDS
CTHIB AGREEMENT is entered into this
rinia B,19 ^°_, by and between Donald Edward Smith and Vi
^J^A^.Jr.am j*v S.chumacher _and Carols ..•!.„ Schumacher .,.-,._, , t, /- '
(name o£ developer-owner)
a partnership • • hereinafter referred to as •
(Corporation, partnership, etc.)
"Developer", whose address is 908Mimosa Avenue, Vista,CA 92083 ,
(street)
r ' / and THE CITY OF
'(City, state, zip code)
CARLSBAD, a municipal corporation of the State of California,
hereinafter referred to as "City", whose .address is 1200 Elm
Avenue, Carlsbad, California, 92008.
WITNESSETH:
WHEREAS, Developer is the owner of the real property described
on Exhibit "A", attached .hereto and made a part of this agreement^
hereinafter referred to as "Property"; and
WHEREAS, the Property lies within th*e boundaries of
and • -
WHEREAS/ Developer proposes a development project as follows:
A 2-unit condominium ' .
1552 .) O
on said Property, which development carries -the proposed name
of _ a 2 -unit condominium (Tentative Parcel Map)
and is hereafter referred to as "Development"; and
WHEREAS, Developer filed on the ?>&22 day of
1980 t with the City a request for approval of Minor Subdivision ,
c? P.-.M and mlnQi; cgndop^jyiju erm 1*1 -S
(hereinafter referred to as "Request"; and
WHEREAS, the Public Facilities Element of th.e City General
Plan requires that the City Council find that all public
facilities necessary to serve a development will be available
concurrent with need or such development shall not be approved
'(said element is on file with the City Clerk and is incorporated
by this reference; and
i>
WHEREAS, Developer and City recognize the correctness of
Council Policy No. 17, attached to and made a part of this
agreement, and that the City's public facilities and services
are at capacity and will not be available to accommodate the
additional need for public facilities and,. services resulting
from the proposed Development; and .
WHEREAS, Developer has asked the City to find that public
facilities and services will be available to meet the future
«*•
needs of the Development as it is presently proponed; but the
Developer is aware that the- City cannot and will not be able to
maho any such finding without financial assistance to pay for
nuch 'services and facilities; and, therefore, Developer proposes
«
2. •• •
' ;• • *• . • ' • c " 1553 . -3 .'*m*r
to help satisfy the General Plan as implemented by Council Policy
No.. 17 by payment of a public facilities fee.
NOW, THEREFORE, in consideration of the recitals and the
covenants contained herein, the parties agree as follows:
1. The Developer shall pay to the City a public'facilities
fee in an amount not to exceed 2% of the building permit valuation
of the buildings or structures to be constructed in the Development
pursuant to the Request. The fee shall be paid prior to the
i
Issuance of building or other construction permits for the develop-
ment and shall be based on the valuation at that time. This fee
shall be in addition to any fees, dedications or improvements
required pursuant to Titles 18, 20 or 21 of the Carlsbad Municipal
Code. A credit toward such fee shall be given for land which has
been dedicated for park purposes or for any fees paid in lieu
thereof pursuant to Chapter 20.44 of the Carlsbad Municipal Code.
Developer shall pay a fee for conversion of existing buildings or
structures into condominiums in an amount not .to exceed 2% of the
building permit valuation at the time of conversion. The fee for a
condominium conversion shall be paid- prior to the issuance of a
condominium conversion permit as provided in Chapter 21,47 of the
Carlsbad Municipal Code. Condominium shall include community
apartment or stock cooperative. The terms "other construction
permits", "other construction permit" and "entitlement for use" as
used in this agreement, except in reference to mobilchomc sites or
projects, shall not refer t*o grading permits or other permits for
the construction of underground or street improvements unless no
other permit is necessary prior to the.use or occupancy for which
3. '
1554
the development is intended. Developer shall pay to City a public
facilities fee in the sum of $1,150 for each mobilehome space to be
constructed pursuant to the Request. The fee shall be paid prior
to the issuance of building or other construction permits for the
development. This fee shall be in addition to any fees, dedications
• or improvements required according to Titles 18, 20 or 21 of the
Carlsbad Municipal Code. A credit toward•such fee shall be given
for land which has been dedicated for park purposes or for any fees
paid in lieu thereof pursuant to Chapter 20.44 of the Carlsbad
Municipal Code. . . .
• . -^ "
2. The Developer may offer to donate a site or sites for
•public facilities in lieu of all or part of-the financial obligation
agreed upon in Paragraph 1 above. If Developer offers to • '•. . •
donate a site or sites for public facilities, the City shall
•consider, but is not obligated to accept the offer. The time for
•donation and amount of credit against the•fee shall btt determined
.by City prior to the issuance of any building or other permits.
Such determination, when made, shall become a part of this agree-
ment. Sites donated under this paragraph shall }iot include improvements
required pursuant to Titles 18 pju #p ti£ the dfc&l&b&d Municipal
Code. . • • , . '
«• * .
3. This agreement and the fee paid pursuant hereto are
required to ensure"the consistency of the Development with the
City's General Plan. If the foe is not paid as provided herein,
t
the City will not have the funds to provide public facilities and
nerviccG, and the Development will not be conointent With the
• ,
General Plan and any approval or permit for the Development shall
4.
1555
bo void. No building or other construction permit or entitlement
for use shall be issued until the public facilities fee required by
this agreement is paid. .
4. City agrees to deposit the fees paid pursuant to this
agreement in a public facilities fund for the financing of public
facilities when the City Council determines the need exists to
provide the facilities and sufficient funds from the payment of
this and similar public facilities fees are available.
5. City agrees to provide upon request reasonable assurances
to enable Developer to comply .with any requirements of other public
agencies as evidence of adequate public facilities and services
sufficient to accommodate the needs of the' Development herein
*
described. '
6. All obligations hereunder shall terminate in the event
the Requests made by Developer are not approved.
, 7. Any notice from one party to the other shall be in
writing, and shall be dated and signed by the party giving such
notice or by a duly authorized representative of auch party. Any
such notice shall not be effective for any purpose whatsoever
unless served in one of the following manners:
> •*
7.1 If notice is given to the City, by personal delivery
thereof to the City^ or by depositing same- in the United States
Mail, addressed to the City at the address set forth herein,
enclosed in a scaled cnvclopvo, addressed to the City for attention
of the City Manager, postage propaid and certified.
7.2 If notice is given to Developer by personal delivery
thereof to Developer or by depositing the same in the United States
5,
' ' 1556 . . '3
Mail, enclosed in a sealed envelope, addressed to Developer at the
address as may have been designated, postage prepaid and certified.
8. This agreement shall be binding upon and shall inure to •
' the benefit of, and shall apply to, : the respective successors and
assigns of Developer and the City, and references to Developer
or City herein shall be deemed to be reference to and include their
respective successors and assigns without specific mention of such
succe!ssors and assigns. If Developer should cease to have any
interest in the Property, all obligations of Developer hereunder
shall" terminate; provided, however, that any successor of Developer's
interest in the Property shall have first assumed in writing the
Developer's obligations hereunder.
.9. This agreement shall be .'recorded but shall not create •
a lien or security interest on the Property. When the obligations
of this agreement have been satisfied, City shall record a release.
' ///
6,
I c "5o
IN WITNESS WHEREOF,.this agreement is executed in San Diego
County/ California as of the date first written above.
DEVELOPER-OWNER:
Donald Smith
Virginia Smith
William Schumacher
. Carol£.Schumacher
<y
Owner-
(Til
opor
Owner-Developer
(Title)
CITY OF-CARLSBAD, a municipal
corporation of the State of California
By
City Manager
ATTEST:
-. —-- -. — ",,^3V." RAt)TENK'llA,NZ, City Cletk
C
Daniel S. Hentschlg/Assistant
(Notarial acknowledgement of execution by DEVELOPER-OWNER
be attached.) *
7.
1558
STATE OF CALIFORNIA
COUNTY OF SAN DIEGO
JULY 3Qth, 198Q
} ss-
before me,
the undersigned, a Notary Public in and for said County and State,
personally appeared DONALD E. SMITH AND _
VIRGINIA SMITH _
_ _ _ __ _ , known to me
to be the person_S _ whose name_J> _ subscribed to the within
instrument and acknowledged that THEY - executed the same.
ESTELA M. GALLEGOS
Name (Typed or Printed)
Notary Public in and for said County and State
EHF-19 (10/70)
FOR NOTARY SEAL OR STAMP
WWW
OFFICIAL SEAL jC
ESTELA M. GALLEGOS 2
NOTARY PUBLIC - CALIFORNIA •*
Principal Office in San Eiego County
My Commission Exp. Aug. 9, 1983
TO 1944 CA (8.74)
(.Individual)
STATE OF CALIFORNIA
COUNTY OF San Diego
< STAPLE HERE >•COi July 29, 1980
|S3i TITLE INSURANCE^gj AND TRUST
1 ^ ACCOMPANY
State, personally appeared Carole Schumacher and William Schumacher
to the within instrument and acknowledged
executed the same.
WITNESS my hand and official seal.
that they 1 .ftgfc. Off iCIAt 8IAI 1
|,C3^ Dtama S. McCarry 1
1VV? ^1^ MOTARy «WUC CAUFOftfliA Im\*SL-V!*WJ ODIWTIO*! (Vtir* IH •
Signature
(This area for official notarial seal)
1569
EXHIBIT "A"
LEGAL DESCRIPTION
Lot 222 of La Costa Meadows Unit No. 1, in the City of Carlsbad,
County of San Diego, State of California, according to Map thereof
No. 6800 filed in the Office of the County Recorder of San Diego
County, December 9, 1970.
gh
7-24-80
J.N. 5110
BRIAN SMITH ENGINEERS, INC.
•T.~V.., \ -.•- -l.V' • •15 B
.4 CITY vJF CARLSBAD
COUNCIL POLICY STATEMENT
General Subject: " Requirements Necessary
to satisfy the Pxablic
Specific Subject: Facilities Element of
the General Plan
"age 1 of 4
Policy No. 17
Date Issued 8-29-79
Effective Date 8-29-79
Cancellation Date
Supersedes No.17 issued
9-6-78
Copies to: City Council, City Manager.. City Attorney, Department and
Division Heads, Employee Bulletin Boards, Press, File
BACKGROUND: ' .-.. ..--......... . . ...... — - t'
The Public Facilities Element of the General Plan requires that
before giving approval to zoning, rezoning, development or redevelopment
proposals, the public health and safety and the general welfare of
the community and all .its citizens require that the proponent of any
such .actions shall present evidence satisfactory to the City Council
that all necessary services and facilities will be available
concurrent with need. . .
For those services and facilities provided by another entity, the
Council has and will continue to be guided by a letter of availability
from such entity. For those services provided by the City, the Council
has previeusly\relied on a report of availability from the City Staff.
On July 3, 1979 the City Manager reported thac in the future such
services and facilities could not be made.available to new development
from the City'.s resources.
PURPOSE;
1. To establish a policy regarding the requirements which must
be met before the City Council will find that the Public Facilities
•Element has been satisfied.
2. To establish'a policy that will allow development to proceed
in an orderly manner while insuring that the requirements of the Public
Facilities Element will be satisfied by establishing a fee to fund the
cost of City-provided facilities, including but not limited to: Parks,
major streets, traffic signals, storm drains, bridges and public
buildings such as fire stations, police facilities, maintenance yards,
libraries and general offices which will, insure they will be available
concurrent with need. "
POLICY:
1. In determining whether or not service provided by another entit
will be available concurrent with need in connection with a development,
the Council, in the absence of evidence to the contrary, shall be guided
by a letter of availability from that entity, provided, however,
developments which arc required to dedicate.land or pay fees for school
facilities pursuant to Chapter 21.55 of the-Ccirlsbad Municipal Code,
shall be deemed to have satisfied the Public Facilities Element in
regard to schools for that development without the necessity for an
availability letter.
•"'*,.,.•' . . CIT^-OF CARLSBAD 15 0 1
...""•• _ W ' - ' • .
COUNCIL POLICY STATEMENT
General Subject: Requirements Necessary
to satisfy the Public
Specific Subject: Facilities Element of
the General Plan
Page 2 of 4
pLcy No. 17
Date Issued 8-29-79
Effective Date 8-29-79
Cancellation Date
Supersedes No.17 issued
9-6-78
Copies to: City Council, City Manager, City Attorney, Department and
Division Heads, Employee Bulletin Boards, Press, File
2. The City Council finds that the'report'entitled, "A Public
Facilities Fee for the City of Carlsbad", dated July 3, 1979, accurately
reflects the City's need for and lack of ability to provide public
facilities and services to new development and it is hereby approved.
The Council also finds that the continued development of
the City, with the consequent increase in population and in the
use of public facilities, will impose increased requirements for such ."
facilities, including but not limited to parks, major streets, traffic
signals, storm drains, bridges and public buildings, such as fire stations,
police facilities, maintenance facilities, libraries and general offices.
The necessity for such facilities results directly from new construction
and the need cannot be met from ordinary City revenues. The most
practical and equitable method of paying for such facilities is to impose
a fee upon new development in the City, Payment of such a fee will
enable the City to fund a construction program to provide public
facilities. If a development agrees to pay the public facilities fee
established by this policy, the Council will be able to find that all
necessary public facilities and services will be available concurrent
with.need and that the requirements of the Public Facilities Element
have been met. If that finding .cannot be made, the City Council will be
required to disapprove the development.
3. Prior to approval of any zoning, rezoning, development or
redevelopment proposal, the applicant shall pay or agree to pay a
public facilities fee in the amount of 2% of the building permit
valuation of the buildings or structures or $1,.150 'for each mobilehome
space to be constructed pursuant to such approval. The fee shall be
paid prior to issuance of building or other permits and shall be based
on the valuation at that time.
4. A credit toward the fee impose'd by this policy shall be given
for land which has been dedicated for park purposes or for any fees paid
in lieu thereof pursuant: to Chapter 20.44 of the Carlsbad Municipal
Code. .
5. All proceeds from the fee collected pursuant to this policy
shall be paid into a special capital outlay fund of the City entitled,
"Public Facilities Fund". The fund shall be used only for the purpose
of acquiring, building, improving, expanding and equipping public
property, and public improvements and facilities including but not
limited to the following types of capital projects: Public buildings
(such as fire stations, police facilities, maintenance and yard
facilities, libraries and general city offices) parks, major streets,
CXTy"">F CARLSBAD
COUNCIL POLICY STATEMENT
General Subject: Requirements Necessary
to satisfy the Public
Specific Subject: Facilities Element of
the General Plan
Page 3 of 4
JE\ icy No. 17
Date Issued 8-29-79
Effective Date 8-29-79
Cancellation Date
Supersedes No. 17 issued
9-6-78
Copies to: City Council, City Manager, City Attorney, Department and
Division Heads, Employee Bulletin Boards, Press, File
traffic signals, storm drains, bridges and' other"similar projects as
' the Council may deem necessary and appropriate. Designation of
expenditures of funds available from the fund shall be made by the
City Council in the context of approval of the City's annual operating
and capital improvements budget or at such other time as the Council
may direct.
6.The following exceptions from payment of the fee shall apply:
(a) The construction of a building or structure or mobilehome
space which is a replacement for a building or space being removed from
the same lot or parcel of land. The exception shall equal but not
exceed the fee which would be payable hereunder if the building being
replaced were "being newly constructed. If the fee imposed on the
new building exceeds the amount of this exception, such excess shall
be paid. ' ", • -
(b) Accessory buildings or structures in mobilehome parks,
such as a club house, swimming pool, or laundry facilities.
(c) Buildings or structures which are clearly accessory
to an existing use such as fences, pools, patios and automobile garages.
' *
(d) • The City Council may grant an exception for a low cost
housing project where the City Council finds such project consistent
with the Housing Element of the General Plan and that such exception
is necessary. In approving an exception for low cost housing the
'City Council may attach conditions, including limitations on rent
or income levels of tenants. If the City Council finds a project is
not being operated as a low cost housing project in accordance with 'all
applicable conditions, the fee, which wo_uld otherwise be imposed by this
chapter, shall immediately become due and payable.
7. There is excluded from the fee imposed by this policy:
(a) Any person when- imposition of such fee upon that person
would be in .violation of the Constitution and laws of the United
States or the State of California.
(b) The construction of any building by a nonprofit corporation
exclusively for religious, educational, hospital or charitable purposes.
1563CARLSBAD
COUNCIL POLICY STATEMENT
General Subject: - Requirements Necessary
to satisfy the Public
Specific Subject: Facilities Element of
the General Plan
Page 4 of 4
t, ,.icy No. 17
Date Issued 8-29-79
Effective Date 8-29-79
Cancellation Date
Supersedes No. ]7 i
9-6-78
Copies to:' City Council, City Manager, City Attorney, Department and
Division Heads, Employee Bulletin Boards, Press, File
(c) The construction of any building by the City of Carlsbad,
the United States or any department or agency thereof or by the
State of California or any department, agency or political subdivision
thereof.
8. The City Manager shall be responsible for the administration
and enforcement of this policy. His decisions may be appealed to
the City Council whose decision shall be final. . "