HomeMy WebLinkAbout1979-07-17; City Council; 5921; Report to the City Council Clarifying Occidental Park Dedication - Relative to Expired Tentative Map CT 73-11.CITY OF CARLSBAD
- •" Initial
AGENDA BILL NO: <^"9^ J • • . Dept. Hd.'
DATE: July 17, 1979 . cty' Atty
DEPARTMENT: PLANNING/REDEVELOPMENT Cty' Mgr' ——
SUBJECT:
REPORT TO THE CITY COUNCIL CLARIFYING OCCIDENTAL PARK DECIATION
(RELATIVE TO EXPIRED TENTATIVE TRACT MAP 73-11) ' • •
Statement of the Matter
As a result of processing occurring during late 1969 and early 1970 Master Plan 133
(H. B. Development Company) came into existence. Occidental Land, Inc. subsequently
controlled the property and began an ambitious development program aimed at imple- '
menting the Master Plan by parceling development out under- the umbrella of MP-133.
Over the years numerous development proposals have been, made, most of which were
abandoned for one or more of the following reasons:
-Poinsettia Overcrossing
-Expiration of CUP's " ' •
-Questionable status of public facilities .
-Drainage problems
-Coastal Commission/Environmental
On September 19, 1978, Occidental, through its local representative, Mr. Don Agatep,
requested clarification of the park requirement associated with Assessor's Parcel
numbers 214-150-17 and 214-150-18.
The Occidental request essentially states that 3.95 acres of land were dedicated
to the City and accepted prior to final tract map approval associated with a 390
unit residential development on the subject site. The map was never finaled due to
problems associated with the Poinsettia Overcrossing issue. The attached staff report
provides a detailed analysis of the issue's involved.
EXHIBITS
I. -Report to City Manager, dated July 11, 1979 ..
RECOMMENDATION ' •
If Council concurs with the recommendation in the report, direct staff to return with
appropriate resolution and requisite agreement for consideration.
Council Action:
7-17-79 Council accepted the recommen'dati on and directed staff to return
.with the appropriate documents. In addition, Council requested
the representatives of the School District, Occidental and t'he
• City meet to reach a conclusion on the proposed area for schoo'l
dedication. "
MEMORANDUM
DATE: July 11, 1979
TO: Paul Bussey, City Manager
FROM: Jack Henthorn, Redevelopment Coordinate
SUBJECT: CLARIFICATION OF OCCIDENTAL PARK DEDICATION
RELATIVE TO EXPIRED TENTATIVE TRACT MAP 73-11
(APN 214-150-17 and 18)
BACKGROUND
As a result of processing occurring during late 1969 and early
1970 Master Plan 133 (H. B. Development Company) came into
existence. Occidental Land, Inc. subsequently controlled the
property and began an ambitious development program aimed at
implementing the Master Plan by parceling development out under
the umbrella of MP-133.
Over the years, numerous development proposals have been made,
most of which were abandoned for one or more of the following
reasons:
-Poinsettia overcrossing
-Expiration of CUP's
-Questionable status of public facilities
-Drainage problems
-Coastal Commission/Environmental
As a function of the time lapse involved between adoption and
implementation, staff has identified four major issue areas
requiring resolution prior to further development in the Master
Plan area. Those issue areas, and their status is noted below:
Sewer Reimbursement - Final analysis is complete.. Base
agreement has been reached, although an extension of
associated time frame is needed.
Poinsettia Overcrossing - Final analysis is nearing com-
pletion. A consultant has been retained to assist in bridge
benefit district formation.
School Sites - Preliminary analysis complete. Methodology
to be developed after future meetings with school district.
Parks/Open Space - Preliminary analysis complete. Consulta-
tion scheduled with Parks and Recreation and Planning as first
step in resolving.
It appears appropriate at this time to clarify the subject issue
due to its separability, from the general parks issue by virtue of
premature dedication and acceptance.
EXHIBIT
INTRODUCTION AND ANALYSIS
On September 19, 1978, Occidental, through its local representa-
tive, Mr. Don Agatep, requested clarification of the park
requirement associated with Assessor's Parcel numbers 214-150-17
and 214-150-18 (attachment 1). These parcels were also known
as parcels 12 and 13 of MP-133 (attachment 2).
The Occidental request essentially states that 3.95 acres of land
were dedicated to the City and accepted prior to final tract map
approval associated with a 390 unit residential development on
the subject site. The map was never finaled due to problems
associated with the Poinsettia Overcrossing issue.
In February of 1979 staff analyzed the content of the request and
verified information contained therein. At that time it was
recommended that Occidental validate the existence of the 3.95
acre dedication via a preliminary title report. (attachment 3)
In May of 1979 Occidental submitted a preliminary title report
verifying the legality of the 3.95 acre parcel and showing fee
ownership vested in the City of Carlsbad. (attachment 4)
In June, 1979 staff analyzed the preliminary title report and file
information recommending that the City recognize the 3.95 acre
dedication as meeting parks requirements associated with a 390
unit residential development on the subject sites. (attachment 5)
RECOMMENDATION
Refinement of the June staff recommendation, in light of the exist-
ing Parks ordinance, indicates that Council should be presented a
resolution making certain findings wherein the "alternative parks"
provision is met by MP-133 and that the 3.95 acre dedication is
conditionally acceptable as meeting the parks requirements of
APN 214-150-17 and 214-150-18, as outlined on page 4 of attachment 5.
In addition, an agreement specifying the terms and conditions of the
parks issue should be considered concurrently with the aforementioned
resolution.
: JH: j'd
Atts.
•-V
THE AGATt-P CO.
P.O. BOX 590
CARLSBAD, CAL 92008
729-8973
September 19, 1978
Mr. Paul Bussey
City Manager
City of Carlsbad
1200 Elm Street
Carlsbad, Ca. 92008
Re: Clarification of the status of Occidental Land, Inc.
Park Dedication Requirements for Assessor Parcels
214-150-17 and 214-150-18, North and South of proposed
Poinsettia Lane extension between Carlsbad Blvd. and
A..T.&S.F. RR right-of-way, Carlsbad. (APN 214-171-23,
Exhibit A)
Occidental Land, Inc. deeded 3.95 acres August 6, 1973 to the City
of Carlsbad for Park purposes (copy of Grand Deed attached). The
Park land dedication occurred during the processing of CT 73-11
and SP-114, a proposed 390 dwelling unit development filed by
Occidental Land, Inc. and John D. Lusk & Son in May, 1973. The
3.95 acres were located East of 1-5 and deeded to the City of
Carlsbad to fulfill the proposed Lusk project's projected Park
dedication requirements stipulated by MP-133 (Occidental Master
Plan), chapter 20.44 of the Carlsbad Municipal Code, and Carlsbad
Ordinance No. 9190 (6) . The land deeded by Occidental is a portion
of the approximately 12 plus acres designated by MP-133 for re-
quired Park dedication. The pro-rata dedications were to ba granted
as each development within the boundaries MP-133 received its
final map approval. Master Plan 133 was approved January 1, 1970
and is illustrated in Exhibit B.
On September 11, 1973, Occidental and Lusk requested that CT 73-11
and SP-114 be tabled to allow more time for project redesign and
the City's resolution of the Poinsettia Bridge overcrossing issue;
the project was never reactivated and new project plans have riot
been processed for the subject site.
At present, Occidental and Lusk request the City's written clari-
fication of the status of the 3.95 acres deeded by Occidental for
Park purposes under MP-133. As a result of discussions on this
matter with the Planning Department, we feel the following pro-
vision is a reasonable way. to evaluate the 3.95 acres with respect
to any future residential development and the respective Park
requirement for the subject parcels.
. \
Page Twof Letter to Mr, Paul Busseyf City Managerf City of Carlsbad
regarding Occidental Land, Inc. Park Dedicationf September 19, 1978
The City would agree that under
th.e present City of Carlsbad Park-
in Lieu Ordinance, the 3,95 acres
of land deeded by Occidental Land,
Inc. to the City of Carlsbad for
Park purposes will satisfy the an-
ticipated Park land obligation for
future residential development on
APNs 214-150-17 and 214-150-18.
We would appreciate a response at your earliest convenience.
Respectfully,
Donald A. Agatep
Planning Consultant
DAA/jj
Att,
>-»-*-^----t->_t- ~hfrg-Tfift*-*:'kfafef''
:T '^-|\fe^A6 5~'^^M^ii®
RS
. I -•
__—--—---J"
hi
^
4"
*,
r.
.'is
•?
1*
j*
11 !*s•'j^jl
?fj|
2
-
;
"
J
\2tfS ILX
O
O
z
i
c\x\
•7om
M
5-
j>0
cp
i ?..
c
MEMORANDUM
DATE: February 29, 1979 . '
TO: Paul Bussey, City Manager
PROM: Jack Henthorn, Redevelopment Coordinator S^7
SUBJECT: OCCIDENTAL PARKS RELATIVE TO LUSK ^
Introduction • • •
Mr. Don Agatep, representing Occidental Land., the Planning
Director, and I met recently to discuss the parks situation
relative to the Occidental Land holdings near Pointsettia
Lane in the City of Carlsbad.
It was determined that the provisions of Master Plan 133 required
that 27.8 acres of land be dedicated for public purposes
within the confines of said Master Plan area. It was further
agreed that 7.8 acres of the 27.8 acre total was to be dedicated
for park purposes relative to subject Master Plan (MP-133).
Problem ' . ...
At the current time three situations exist which complicate
the solution to the parks issue.
1. As a condition of approval of the original Master Plan,
a 20 acre dedication for school purposes was required. At
the current time the school district in question is not covered
by the school fee ordinance, thereby requiring some sort of
special negotiations between the school district, the City and
the developer to resolve the 20 acre dedication issue. This
issue should be handled separately from the City parks issue.
2. Map CT #73-23 recorded without the dedication originally
required having taken place at the time or recordation. This
oversight, or error, is evidently possible to correct given
the current cooperative attitude of Occidental Land.
3. The acreage dedicated by Occidental Land, i.e., 3.95
acres, may or may not be a legal lot. In addition, the deed
given to the City does not specify for what purposes the
property was dedicated, nor does it state what portion of the
project the dedication was to cover.
It appears as though the easiest way to solve the parks problem
is to validate the subject 3.95 acres as a legal lot. This
could be done through a title report commissioned and paid for
by Occidental Land Incorporated.
^ rn //•Inltf ii-y C /,y
May 4, 1979
Mr. Paul D. Bussey
City Manager
City of Carlsbad
1200 Elm Avenue
Carlsbad, CA. 92008
Re: Occidential Land, Inc.
Park Dedication to the City of Carlsbad
Attached you will find a Preliminary Title Report (PTR) held
by Occidental Land, Inc. for public park purposes. It also
includes a PTR for an approximate 20 acre parcel adjacent,
earmarked for public facilities i.e. school/park.
Your review and expeditious resolution to this matter would
be greatly appreciated.
Respectfully,
Donald A. Agatep
Planning Consultant
cc: Mike Wasmann
Occidental Land, Inc.
t
DAA:vl
Jack Henthorne
City
292J'flooseve/f Street • Posl O//ice Box 590 • Carlsbad • CA 92008 - (714) 729-8973
\ rtfflVLtt 4-
SAFECO TITLE INSURANCE COMPANY THIRD AVENUE AT "A" STREET
SAN DIEGO, CALIFORNIA 92112
TELEPHONE NO. (714) 232-4031
AGATEP CORP.
2921 Roosevelt (Box 590)
Carlsbad, CA
Attention: Don Agatep
Your Ho: City of Cb
Our No: D-596457
Dated as of April 10, 1979, at 7:30 a.m.
In response to the above referenced application for a policy of title
insurance,
SAFECO TITLE INSURANCE COMPANY
hereby reports that it is prepared to issue, as of the date hereof, a
California Land Title. Association Standard Coverage Fora Policy of
Title Insurance describing the land and the estate or interest therein
hereinafter set forth In Schedule A, insuring against loss which roay be
sustained by reason of any defect, lien or encumbrance not shown or
1
referred to as an Exception in Schedule B or not excluded from coverage
pursuant to the printed Schedules, Conditions and Stipulations of said
policy form.
This report (and any supplements or amendments thereto) 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.
SUSAN JOHNSTON/KIRK KIELY
Title Officer
o
Order No.'D-596457
SCHEDULE A
The estate or Interest In the land described or referred to In this
schedule covered by this report Is:
A FEE
A
Title to said estate or interest at the date hereof is vested in:
THE CITY OF CARLSBAD as to Parcel 1 and OCCIDENTAL PETROLEUM LAND AND
DEVELOPJIEl-JT CORPORATION, a California corporation, as to Parcel 2
The Land referred to in this report is situated in the State of Cali-
fornia, County of San Diego, and is described as follows:
SEE EXHIBIT "A" ATTACHED
TYPK:CC
EXHIBIT "A"
• * ' i
PARCEL 1: •'•'.'
x . ' '
PA 13 That portion of the East Half of the Northwest Quarter of Section 28, •
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 intersection of the Easterly line of the Northwest Quarter
of said Section 28 with the Northerly line of Poinsettia Lane as described
.in deeds to the State of California recorded December 3, 1965 as File No.
218351 and File No. 218352; thence along said Easterly line North 00°28'45"
East, 580.80 feet; thence parallel with the Northerly line of said Poinsettia
Xane, South 76°54'40" West, 300.00 feet; thence parallel with the Easterly
line of said Northwest Quarter, South 00°28'45" West, 580.80 feet to the
Northerly line of said Poinsettia Lane;, thence along said Northerly line
North 76°54'40" East, 300.00 feet to the Point Of Beginning. *
EXCEFIING therefrom all crude, oil, petroleum, gas, brea, asphaltum and all
kindred substances and other minerals in and under said land but without the
right to enter upon the surface of said land above a depth of 500.00 feet
below said surface for the purposes to explore and extract the same.
PARCEL 2:
Lots 100 and 101 of Carlsbad Tract No. 73-23, in the City of Carlsbad,
County of San Diego, State of California, according to Map thereof No.
8081, filed in the Office of the County Recorder of San Diego County,
February 28, 1975. . .
';VR:FBD EXCEPTING therefrom all crude, oil, petroleum, gas, brea, asphaltum and all
'<-79 kindred substances and other. minerals in and under said land but without the
:,-$6457 right to enter upon the surface of said land above a depth of 500.00 feet
'i-19493 below said surface for the purposes to explore and extract the same.
c
Order No. D-S96457
SCHEDULE B
At the date hereof Exceptions to coverage in addition to the printed
exceptions and exclusions contained in said policy form would be as
follows:
1. General and special district taxes, a lien not yet payable, for the
fiscal year 1979-80.
1A.' Second installment general and special district taxes, now payable,
for the fiscal year 1978-79. ' •
2. An easement affecting a portion of said land, for the purposes
stated herein and incidental purposes,
in favor of: STATE 0? CALIFORNIA
For: Highway slopes
Recorded: December 3, 1965, as File No. 218351 and 218352
Affects: Beginning at Point "A" as described in said document;
thence along the Easterly line of said Nortlwest Quarter
North 0"28'30".East, 36.00 feet; thence North 86°22'52"
West, 121.75 feet; thence South 50°20'46" West, 111.80
feet; thence South 65°36'04" West, 101.98 feet; thence
South 82°37tlS" West, 201.00 feet; thence South 73°05149"
West, 300.67 feet; thence along said boundary iTorth
76°54'40" East, 808.22 feet to the POINT OF BEGINNING.
Affects Parcel 1.
3. An easement affecting a portion of said land, for the purposes '
stated herein and incidental purposes,
in favor of: THE CITY OF CARLSBAD
For: Public utility purposes
Recorded: August 5, 1974, as File No. 74-210826
Affects: A strip of land 18.00 feet in width, said strip of land
. being a portion of Section 28, 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, the centerline of said strip of
land is raore particularly described as follows:
COMMENCING at the center of said Section 28, thence North 00°28'45"
East, 609.39 feet feet along the West line of the northeast Quarter of
said Section 28, said line also being the centurline oE Lagoon Lane,
60,00 feet wide, to a point on the centerline of Poinsettia Lane; thence
South 76°54'40" West, 91.62 feet; thence North 13°05'20" West, 30.00
feet along a line perpendicular to said centerline of Poinsettia Lane to
a point on n line parallel to said centerline of Poirjaettin. Lane, said
point being the TRUE POINT OF BEGINNING and proceeding thence North
c o
D-596457
Page two
05*48'00" West, 60.00 feet to a point of termination. The side lines of
said strip of land shall be lengthened or shortened to terminate on said
line parallel to and 30.00 feet at right angle to said centerline of
Poinsettia Lane.
Affects Parcel 1.
4» An easement affecting a portion of said land, for the purposes
stated herein and incidental purposes,
in favor of: CAKLS3AD MUNICIPAL WATER DISTRICT
For: A pipeline or pipelines
Recorded: February 7, 1975, as File Mo. 75-030141
Affects: The Easterly 10.00 feet of the East Half of the Northwest
Quarter of Section 28, Township 12 South, Range 4 West,
in the City of Carlsbad, County of San Diego, State of
California, according to the Official Map thereof.
EXCEPT that portion lying Southerly of the Northerly line of the
land described in a Deed to the City of Carlsbad, recorded August 22,
1973, as File LTo. 237096 of Official Records.
Affects Parcel 2. •
KOTE: .
Tax Figures for 1978-79
1st Installment $500.69 paid • .
2nd Installment $500.69 not paid
Land $21,225.00
Improvements $Noue
Exemptions $None
Tax Rate Area 09027
Parcel No, 214-171-36
NOTE: }'•
Tax Figures for 1978-79
1st Installment $750.75 paid
2nd Installment $750.75 not paid
Land $31,825.00
Improvements $None
Exemptions $None
Tax Rate Area 09027
Parcel Ho. 214-171-37
" 4-
f.l
o
.BAT1QUITOS*•
/ '-^ \
///-?.?• 77/^4
CHANGET
s^ PfSS^S' /•!.-??; .'\j,,-rji TV X—N
<^
\f.-rttj »»»te »o« ««nv«»' >. -.Trrf;s CO.»T« »st£i;s«'J "i
i j i. 71. - •' - Vi! 3 Of S
Ki^^W^Fffi',-tlfp ifiW - CARLSBAD TCT «U!-2 UNIT NO. 1 - LuT 1 . ^
SEC 28 - T12S-WW -
SEC 29 - T12S-RH« -
ROS 6269
MEMORANDUM
DATE: June 6, 1979
TO: Paul Bussey, City Manager
FROM: Jack Henthorn, Redevelopment Coordinatoryffit
SUBJECT: OCCIDENTAL PARKS - LUSK *
Introduction
I have analyzed the Preliminary Title Report submitted by Don
Agatep on behalf of Occidental Land (Attachment 1). The Pre-
liminary Title Report was provided as the first step in a
process designed to clarify the status of parcels shown as 12
and 13 on Master Plan 133 (Attachment 2). The Preliminary Title '
Report verifies that:
a. 3.95 acres were deeded to the City of Carlsbad for
unspecified purposes exclusive of utility easements
and
b. 21.56 acres which were to be dedicated for school and
park purposes associated with final map CT-73-23 were
never dedicated or otherwise reserved arid are held in
fee by Occidental Land and Development Corporation.
For the purposes of this memo, item (b) has been ignored in that
it does not impact the park status of the subject site and requires
involvement of the school district.
Background
Simply stated, the question raised by Occidental is as follows:
In light of past dedications by Occidental, what are the obliga-
tions of future owners (Lusk) to provide additional land areas
for public purposes?
Initial research appeared to indicate that the 3.95 acre dedica-
tion was made to meet the master plan parks requirement relative
to SP-114 and tentative map 73-11. Later research revealed that
the maximum number of units permitted in MP-133 was 1258. This
computes to a Quimby Act parks requirement of 4.6472, or 0.6972
in excess of the 3.95 acres already deeded to the City.
Further research revealed that SP-114 and tentative map 73-11,
a 390 unit residential development, carried a Quimby Act require-
ment of 2.126 acres.
w
Memorandum - Paul Bussey
Juno 6, 1979
Page Two .
Occidental, for undocumented reasons, deeded 3.95 acres to the
City of Carlsbad without benefit of an approved project, on
August 6, 1973. In September of 1973, the project was tabled
by the Planning Commission pending resolution of the Poinsettia
overcrossing issue.
The applicant was notified by the Planning Director on June 28,
1978, that the map (CT-73-11) and specific plan (SP-114) were
concluded to have been withdrawn and abandoned due to lack of
activity.
The parks issue is the result of a recent effort on the part of
Occidental and Lusk to consumate a sale of the subject site to
Lusk. Lusk has conditioned the sale upon Occidental's ability to
provide assurances that park dedication requirements have been
met. Occidental, through Don Agatep, has approached City staff
for clarification of the parks requirement associated with the
subject site in light of past dedication.
Options
At this point in time the following statements appear valid regard-
ing the 3.95 acre dedication as it relates to the subject site.
A. It satisfies the agreed upon park dedication require-
ments for a 390 unit residential .development.
This statement is based solely upon the research con-
ducted to date and reflects the background section of
this memo relative to SP-114 and CT 73-11.
B. It satisfies the park requirements for a maximum develop-
ment of 740 units on 37 acres.
This statement is within the range permitted by the
General Plan (10-20 units per gross acre). It does,
however, exceed the agreed upon 390 units noted above.
C. It could be credited against a maximum MP-133 develop-
ment of 1258 units (34 per acre). In this event an
additional .6972 acres would be required at time of
development.
This statement would again require resolution of the
Master Plan versus General Plan density issue. Since
the General Plan currently permits a range of 10-20
per gross acre, it is very unlikely that development
of this magnitude could occur.
' • ' OMemorandum - PauP^Bussey •
June 6, 1979
Page Three
D. It exceeds the City requirement for a 390 unit develop-
ment on 37 acres by 1.824 acres.
This statement would not require Master Plan versus
General Plan density resolution, but would probably
create some legal question as to the disposition of the
1.824 acre excess.
E. It should be returned to Occidental Land since it was
erroneously dedicated, with a letter stating that the
City shows no record of an approved project relating
to the dedication and that owners of future projects
will be required to meet all City requirements.
Conclusion ' '
Options A, B, or Option E appear to offer the most expedient and ,
clear cut solution to the issue at hand.
\
Option A would require a simple statement from the appropriate City
authority that the park requirements associated with a 390 unit
residential development of the subject site have been met by pre-
vious dedication. It should also be noted that in the event that
future development exceeds 390 units additional park or public
purpose land could be required.
It does not appear that any quitclaiming or other transfer would
be required to effectuate this option unless either party (Occidental,
Lusk or the City) desired rewording of the grant deed.
Option B appears to be workable in that it accommodates the now
abandoned 390 unit proposal made in 1973, while at the same time
limiting development to the maximum intensity anticipated in the
General Plan.
It appears as though this option could be accomplished administra-
tively via a-letter citing "development to an intensity consistent
with the General Plan" as justification for the 740 unit maximum
development. Again, quitclaims, reconveyances or document amend-
ments do not appear to be necessary.
Option E is probably the safest solution to this issue. It does
not commit the City, or the other parties, to any definitive
course of action. However, it does not solve the Occidental-Lusk
issue.
Recommendation
Since it appears at though the original dedication was made in
good faith (albeit prematurely) to meet the requirements associated
Memorandum - Paul Bussey
June 6, 1979
Page Four
with a 390 unit residential development, Option A appears
to require minimal effort to obtain maximum benefit to all
parties involved. Therefore Option A is recommended-as the
solution of choice in this matter as conditioned below:
(a) The 3.95 acres will meet the parks requirement
associated with a maximum development of 390 units on Master
Plan parcels 12 and 13.
(b) Paragraph (a) does not guarantee approval of any
development proposal of any intensity on the subject parcels.
(c) In the event that a development proposal is presented
and approved in excess of 390 units, additional park land,
fees or combination thereof may be required.
(d) In the event that less than 390 units are approved
on the site (Exhibit B), the City will not be required to
credit excess requirements elsewhere nor shall the City be
required to relinquish any of the dedication described in
Exhibit A.
(e) Adoption of this resolution shall in no way limit
or preclude the City or other agencies from acquiring additional
dedication or easements for purposes other than parks in
connection with development of the subject site.