HomeMy WebLinkAboutCDP 2019-0031; HALLBERG ADU; Coastal Development Permit (CDP)·· (_ City of
Carlsbad
LAND USE REVIEW
APPLICATION
P-1
i'"\
__, Development Services
Planning Division
1635 Faraday Avenue
(760) 602-4610
www.carlsbadca.gov
APPLICATIONS APPLIED FOR: (CHECK BOXES)
Development Permits
D Coastal Development Permit 00 Minor
D Conditional Use Permit
D Minor O Extension
0 Day Care (Large)
D Environmental Impact Assessment
D Habitat Management Permit
D Hillside Development Permit
0 Minor
D Minor
0 Nonconforming Construction Permit
0 Planned Development Permit D Minor
D Residential D Non-Residential
D Planning Commission Determination
D Reasonable Accommodation
0 Site Development Plan
D Special Use Permit
D Minor
D Tentative Parcel Map (Minor Subdivision)
D Tentative Tract Map (Major Subdivision)
D Variance D Minor
(FOR DEPT USE ONLY) Legislative Permits
(. pf' 2-0\C( -00~ \ D General Plan Amendment
D Local Coastal Program Amendment
D Master Plan
0 Specific Plan
D Zone Change
D Amendment
D Amendment
D Zone Code Amendment
South Carlsbad Coastal Review Area
Permits
0 Review Permit
D Administrative D Minor O Major
Village Review Area Permits
D Review Permit
D Administrative D Minor O Major
(FOR DEPT. USE ONLY)
NOTE: A PROPOSED PROJECT REQUIRING APPLICATION SUBMITTAL MUST BE SUBMITTED BY APPOINTMENT*. PLEASE CONTACT THE APPOINTMENT SPECIALIST
AT (760) 602-2723 TO SCHEDULE AN APPOINTMENT.
ASSESSOR PARCEL NO(S):
LOCATION OF PROJECT
NAME OF PROJECT:
BRIEF DESCRIPTION OF
PROJECT
PROJECT VALUE
(SITE IMPROVEMENTS)
FOR CITY USE ONLY
*SAME DAY APPOINTMENTS ARE NOT AVAILABLE
206-140-08-00
1145 Harborview Lane
(STREET ADDRESS)
Hallberg ADU
Second story accessory dwelling unit addition to an existing one-story, detached garage with a
storage room and studio.
ESTIMATED COMPLETION DATE
Development No. QBJW\.'\-OZQci Lead Case No. CQ'f)2..Q{3; 00}!
P-1 Paae 1 of 6 Revised 03/17
O'JVNER NAME (PLEASE PRINT)"" ' APPLICANT NAME (PLEASE PRINT)
INDIVIDUAL NAME INDIVIDUAL NAME
, • (if applicable): Victoria Hallberg (if applicable) Logan Anderson
COMPANY NAME COMPANY NAME Marcela & Logan, Architects (if applicable) (if applicable):
MAILING ADDRESS: 1145 Harborview Lane MAILING ADDRESS: 1106 Second St, #561
CITY, STATE, ZIP: Carlsbad, CA 92008 CITY, STATE, ZIP: Encinitas, CA 92024
TELEPHONE: i760} 525-4142 TELEPHONE: {760} 230-6888
EMAIL ADDRESS: victoriahallberg01@gmail.com EMAIL ADDRESS: logan~marcelalogan.com
I CERTIFY THAT I AM THE LEGAL OWNER AND THAT ALL THE ABOVE I CERTIFY THAT I AM THE LEGAL REPRESENTATIVE OF THE OWNER
INFORMATION IS TRUE AND CORRECT TO THE BEST OF MY AND THAT ALL THE ABOVE INFORMATION IS TRUE AND CORRECT TO
KNOWLEDGE. I CERTIFY AS LEGAL OWNER THAT THE APPLICANT AS THE BEST OF MY KNOWLEDGE.
SET FORTH HEREIN IS MY AUTHORIZED REPRESENTATIVE FOR
PURPOSES OF THIS APPLICATION.
' --·,C l, ).-, .. ~J-i ·~-'~Ald t'.'\ lco t2ofl b~A~n-9/24/2019
DATE SIGNA:roRE DATE SIGNATURE .
APPLICANT'S REPRESENTATIVE (Print):
MAILING ADDRESS:
CITY, STATE, ZIP
TELEPHONE:
EMAIL ADDRESS:
I CERTIFY THAT I AM THE REPRESENTATIVE OF THE APPLICANT FOR
PURPOSES OF THIS APPLICATION AND THAT ALL THE ABOVE
INFORMATION IS TRUE AND CORRECT TO THE BEST OF MY
KNOWLEDGE.
SIGNATURE DATE
IN THE PROCESS OF REVIEWING THIS APPLICATION IT MAY BE NECESSARY FOR MEMBERS OF CITY STAFF, PLANNING
COMMISSIONERS OR CITY COUNCIL MEMBERS TO INSPECT AND ENTER THE PROPERTY THAT IS THE SUBJECT OF THIS
APPLICATION. I/WE CONSENT TO ENTRY FOR THIS PURPOSE.
NOTICE OF RESTRICTION: PROPERTY OWNER ACKNOWLEDGES AND CONSENTS TO A NOTICE OF RESTRICTION BEING
RECORDED ON THE TITLE TO HIS PROPERTY IF CONDITIONED FOR THE APPLICANT. NOTICE OF RESTRICTIONS RUN WITH
THE LAND ANO BIND ANY SUCCESSORS IN INTEREST.
\._ \ c;op~~T~W~E~s~~~p\-u~~-~-q
. FOR CITY USE ONLY
P-1 Page 2 of 6
RECEIVED
OCT 21 2019
CITY OF CARLSBAD
PLANNING DIVISION
DATE STAMP APPLICATION RECEIVED
RECEIVED BY:
Revised 03/17
(_ City of
Carlsbad
DISCLOSURE STATEMENT
P-1 (A)
Development Services
Planning Division
1635 Faraday Avenue
(760) 602-4610
www.carlsbadca.gov
Applicant's statement or disclosure of certain ownership interests on all applications which will
require discretionary action on the part of the City Council or any appointed Board, Commission
or Committee.
The following information MUST be disclosed at the time of application submittal. Your project
cannot be reviewed until this information is completed. Please print.
Note:
Person is defined as "Any individual, firm, co-partnership, joint venture, association, social club, fraternal
organization, corporation, estate, trust, receiver, syndicate, in this and any other county, city and county,
city municipality, district or other political subdivision or any other group or combination acting as a unit."
Agents may sign this document; however, the legal name and entity of the applicant and property owner
must be provided below.
1. APPLICANT (Not the applicant's agent)
Provide the COMPLETE, LEGAL names and addresses of ALL persons having a
financial interest in the application. If the applicant includes a corporation or partnership,
include the names, titles, addresses of all individuals owning more than 10% of the
shares. IF NO INDIVIDUALS OWN MORE THAN 10% OF THE SHARES, PLEASE
INDICATE NON-APPLICABLE (N/A) IN THE SPACE BELOW. If a publicly-owned
corporation, include the names, titles, and addresses of the corporate officers. (A
separate page may be attached if necessary.)
Person Victoria Hallberg Corp/Part ___________ _
Title ___________ _ Title _____________ _
Address 1145 Harborview Lane Address -------------
2. OWNER (Not the owner's agent)
P-1(A)
Provide the COMPLETE, LEGAL names and addresses of ALL persons having any
ownership interest in the property involved. Also, provide the nature of the legal
ownership (i.e., partnership, tenants in common, non-profit, corporation, etc.). If the
ownership includes a corporation or partnership, include the names, titles, addresses of
all individuals owning more than 10% of the shares. IF NO INDIVIDUALS OWN MORE
THAN 10% OF THE SHARES, PLEASE INDICATE NON-APPLICABLE (N/A) IN THE
SPACE BELOW. If a publicly-owned corporation, include the names, titles, and
addresses of the corporate officers. (A separate page may be attached if necessary.)
Person Victoria Hallberg
Title
Corp/Part. ___________ _
------------Title ______________ _
Address 1145 Harborview Lane Address ____________ _
Carlsbad, CA 92008
Page 1 of 2 Revised 07/10
3. NON-PROFIT ORGANIZATION OR TRUST
If any person identified pursuant to (1) or (2) above is a nonprofit organization or a trust,
list the names and addresses of ANY person serving as an officer or director of the non-
profit organization or as trustee or beneficiary of the.
Non Profit/Trust,________ Non Profit/Trust. _________ _
Title Title --------------------------
Address -----------Address, ___________ _
4. Have you had more than $500 worth of business transacted with any member of City
staff, Boards, Commissions, Committees and/or Council within the past twelve (12)
months?
D Yes ~ No If yes, please indicate person(s): ___________ _
NOTE: Attach additional sheets if necessary.
I certify that all the above information is true and correct to the best of my knowledge.
Signature of owner/date ' 'i'" ""' Signature of applicanUdate
Victoria Hallberg
Print or type name of owner Print or type name of applicant
Signature of owner/applicant's agent if applicable/date
Print or type name of owner/applicant's agent
P-1(A) Page 2 of 2 Revised 07/10
C City of
Carlsbad
PROJECT DESCRIPTION
P-1(8)
PROJECT NAME: Hallberg ADU
APPLICANT NAME: Victora Hallberg
Development Services
Planning Division
1635 Faraday Avenue
{760) 602-4610
www.carlsbadca.gov
Please describe fully 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.
Description/Explanation:
Second story accessory dwelling unit (ADU) addition to an existing one-story, detached
garage with a storage room and studio. Existing two-car garage to remain. Project is located
less than 1/2 mile from bus stations therefore, no additional parking space is required for the
ADU.
P-1(B) Page 1 of 1 Revised 07/10
,-
'-
ENVIRONMENTAL INFORMATION FORM
(To be Completed by Applicant)
Date Filed: \ 0 { 2-l ( l °\ (To be completed by City)
Application Number(s): --------------------------
Gener a I Information
1. Name of project: \..,\1\. LL ~ E, f!..j~,
2. Name of developer or project sponsor: ------------------
Address: ----------------------------
City, State, Zip Code: _______________________ _
Phone Number: --------------------------
3. Name of person to be contacted concerning this project: _L_o_G:, ___ A_"N ___ -A-N_-__ D_~-=---~---=O=---N
City, State, Zip Code: ~~CI N ,---r-A s ' C A-C) 'Z-o C,,'(
Phone Number: 0 \ °'--~ 0 '=t--6 Co\..{ 0
4. Address of Project: I l ~ 'S i-tt--?'60-([:_ \J \ E:v..J LN
Assessor's Parcel Number: 2 O lt, -\ 'L\ 0 · 0 ~
5. ~ist and ·describe any other related permits and other public approvals required for this project,
including those required by city, regional, state and federal agencies:
NA-
6. Existing General Plan Land Use Designation: Co A5"t'A L ~ N ~
7. Existing zoning district: ______________________ _
8. Existing land use(s}:° ~E. >11) E.. r-,.sn Pr L
9. Proposed use of site (Project for which this form is filed): \L-~ <i" \ t:>£ t'--)\\ A-<.,,,
Project Description
10.
11.
12:
13.
14.
P-1(0)
Site size: ----------------------------
Proposed Building square footage: __ A_D_U __ Lo __ ~;__~_::J __ 5'_(!-________ _
\ I1aor -~c\d,:is ~6ov.e (Q):fc;'~je
Amount of off-street parking provided: ____.10_·-_o_, _ ___._r_o_fl'i+-1..;._u_,_,_Q_d-=-----------
Associated projects: __ f\J_o_f-J_L ___________________ _
Number of floors of construction:
Page 2 of 4 Revised 07/10
• -
15. If residential, include the number of units and schedule of unit sizes: _________ _
16. If commercial, indicate the type, whether neighborhood, city or regionally oriented, square footage
of sales area, and loading facilities: _____________________ _ ---
17. If industrial, indicate type, estimated employment per shift, and loading facilities: --
18. If institutional, indicate the major function, estimated employment per shift, estimated occupancy,
loading facilities, and community benefits to be derived from the project:
19. If the project involves a variance, conditional use or rezoning applications, state this and indicate
clearly why the application is required: --
P-1 (D) Page 3 of 4 Revised 07/1 O
Are the following items applicable to the project or its effects? Discuss all items checked yes (attach
additional sheets as necessary).
Yes No
20. Change in existing features of any bays, tidelands, beaches, or hills, or substantial □ [El
alteration of ground contours.
21. Change in scenic views or vistas from existing residential areas or public lands or □ 0
roads.
22. Change in pattern, scale or character of general area of project. □ ~
23. Significant amounts of solid waste or litter. □ ~
24. Change in dust, ash, smoke, fumes or odors in vicinity. □ 8
25. Change in ocean, bay, lake, stream or ground water quality or quantity, or □ ft]
alteration of existing drainage patterns.
26. Substantial change in existing noise or vibration levels in the vicinity. □ fll
27. Site on filled land or on slope of 10 percent or more. □ s
28. Use of disposal of potentially hazardous materials, such as toxic substances, □ ~
flammables or explosives.
29. Substantial change in demand for municipal services (police, fire, water, sewage, □ $1
etc.).
30. Substantially increase fossil fuel consumption (electricity, oil, natural gas, etc.). □ \ll
31. Relationship to a larger project or series of projects. □ s·
Environmental Setting
Attach sheets that include a response to the following questions:
32.
33.
Describe the project site as it exists before the project, including information on topography, soil
stability, plants and animals, and any cultural, historical or scenic aspects. Describe any existing
structures on the site, and the use of the structures. Attach photographs of the site. Snapshots ~
or Polaroid photos will be accepted. \V\.Jl '< e. <A..l, \ \ ~ YI. I') c ~~(! ~ +o ~ 5, ~ , .
f¾Dv w;\\ \..e \:)J; \--\-oA+-o y.? 'Z>~ 0-.v1 <LY, ::,--1--) ~ ~&Jc-...°'>~ .,\YUlQ. 1 "':> "-fl f;(i sh i ar-1 ~
Describe the surrounding properties, including informatior? on plants and animals and any 5--\o.--t\.-
cultural, historical or scenic aspects. Indicate the type of land use (residential, commercial, etc.), ( ~ r;~.-, c l._
intensity of land use (one-family, apartment houses, shops, department stores, etc.), and scale of d '~e,~ 6..
development (height, frontage, set-back, rear yard, etc.). Attach photographs of the vicinity. 0 ~.-CJI.. ': <l. ,
Snapshots or polaroid photos wil! be accepted. lh\ Sur r C>Jol'\ c-;'"""' fv"Of'1 r-h Q s-o. .,.-i7L-'4;),,.____~-"'~-
. . . "? 1 ~ 1 o ..Q.. (VI , l~ r Q s, ~ on c (1 5 . S' ov"'Y\ o-c... re 0 .9'_,<L _ 57'{)( '-1 o ~ " 5
Cert1f1cat1on P\_ (" e_ --hJ.., lo -S--to ✓ < ct,::) , ~'( o)R c +--.(V"\ ~-rt:" h...P::, {?)CI S--h"U., 5 r...-.)...J> ""i,,
N '1 "'~ I h O O 6-' ?roro 5<ld A--t>v i 5 vu j"h,,-<..__ '"5(1..--f-b.-..c e"-s +-h..i. I ~fi9-,re 5 f-y~c~
I hereby certify that the statements furnished above and in the attached @xhibits 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.
Date: __ \'--0--+-{ _t_\ ....... /_l _t\.~--~ Signature: _______________ _
For:
P-1 (D) Page4 of 4 Revised 07/10
HALLBERr. ADU
MARCELA & LOGAN, ARCHITECTS inc
1106 Second St #561
Encinitas. CA 92024
o 760 230 6888
C 619 807 0640
logan@marcelalogan.com
www.marcelalogan.com
HALLBERr. Adu
MARCELA & LOGAN, ARCHITECTS inc
1106 Second St #561
Encinitas. CA 92024
o 760 230 6888
C 619 807 0640
logan@marcelalogan.com
www.marcelalogan.com
)
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SITE PLAN C)
NOT TO SCALE
EDGE OF CONG
N 86°56'36" E j18.40' a: ;....-... -.ail ::::"' ... ,~ ~~ '
v,;-..
E=l~G ON RY
IN~ILY
RESIDENCE
(E) BRICK '--(E) LANDSCAPING ~ PATIO
\_ (E) CONG
DRIVEWAY\
EXISTING
GARAGE _ ................. -. ,..._ __
W/NEWADU
ABOVE
\
/
PROPERTY LINE (TYP)
(E) 6' WOOD FENCE
HALLBER~
ADU
MARCELA & LOGAN, ARCHITECTS inc
' 10f Second St 1' 56 i
Enc1r1tas CA 92024
o 760 230 6888
C 619 807 0640
1ogan@mar• :e1a1ogan con
www marcelalogari com
Ccityof
Carlsbad
'-MINOR
COASTAL DEVELOPMENT PERMIT/
SINGLE FAMILY RESIDENCE
APPLICATION
Development Services
Planning Division
1635 Faraday Avenue
(760) 602-4610
www.carlsbadca.gov P-6
A proposed project requiring application submittal must be submitted by appointment*.
Please contact the appointment specialist at (760) 602-2723 to schedule an appointment.
*SAME DAY APPOINTMENTS ARE NOT AVAILABLE
All joint application exhibits, i.e. Tentative Map and Planned Development Site Plan should be prepared
at the same scale. (Use a scale no smaller than 1" = 40'.)
I. GENERAL BACKGROUND
A. Estimated Cost of Development:
Development costing $60,000 or more does not qualify as a Minor Coastal Development Permit.
The City Planner shall make the final determination regarding a project's cost of development.
The primary basis for determining cost of development will be the application of dollar costs per
square foot for different types of residential construction. These costs are set by the
International Conference of Building Officials (ICBO) and are applied throughout San Diego
County.
Please complete the following information to assist in the determination of this project's cost of
development (Contractor proposals may also be submitted for consideration by the City
Planner). Please refer to the current fee schedule for the appropriate $/square foot fee rate.
⇒ New Residential Square Footage:
638 square feet x $ 141.76 /sq. ft.=$ 90,442.88
⇒ Residential Addition Square Footage:
square feet x $ /sq. ft. = $
⇒ Any Garage Square Footage:
square feet x $ /sq. ft.=$
⇒ Residential Conversion Square Footage:
square feet x $ /sq. ft. = $
⇒ Please contact the City of Carlsbad Building Division for current fee rate for Non-
Residential uses (i.e. Retail/Store; Restaurants; Office; and Manufacturing/Warehouse
uses.)
______ square feet x $ __ /sq. ft.=$ __________ _
COST OF DEVELOPMENT ESTIMATE:$ 90,442.88 --------------
B. Do you wish to apply for:
1. A Minor Coastal Development Permit (Under $60,000 cost estimate) []I
2. A Coastal Development Permit ($60,000 or more cost estimate) D
C. Street address of proposed development
1145 Harborview Lane
P-6 Page 1 of 7 Revised 08/19
-
D. Assessor's Parcel Number of proposed development
206-140-08-00
E. Development Description:
Briefly describe project: Second story accessory dwelling unit addition to an existing
one-story, detached garage with a storage room and studio.
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 Residence
South: Single Family Residence
East: Single Family Residence
West: Single Family Residence
G. Is project located within a 100-year flood plain? D Yes I]! No
II. PRESENT USE OF PROPERTY
A. Are there existing structures on the property? 00 Yes D No
lf_}Jes, please describe.
The main residence is a single-story, single family structure with a detached
two-car garage with a storage room and studio.
B. Will any existing structure be removed/demolished? D Yes (29 No
If yes to either question, describe the extent of the demolition or removal, including the relocation
site, if applicable (also show on plans).
Ill. LOT COVERAGE
A. Existing and Proposed
Existing Pro~osed Total
Building Coverage 2,821 sq. ft. 2,914 sq. ft. 2914 sq. ft. 23
Landscaped Area 1,804 sq. ft. 0 sq. ft. 1,804 sq. ft. 14
Hardscape Area 3,267 sq. ft. 0 sq. ft. 3,267 sq. ft. 26
Unimproved Area (Left Natural) 4,904 sq. ft. 0 sq. ft. 4,904 sq. ft. 38
P-6 Page 2 of 7 Revised 08/19
%
%
%
%
P-6
B. Parking: Number of existing spaces 2 garage spaces
Number of new spaces proposed _O _____ _
Existing/Proposed TOTAL: 2 existing garage spaces
Number of total spaces required _2 _____ _
Number of covered spaces _2 ______ _
Number of uncovered spaces _2 ______ _
Number of standard spaces
Number of compact spaces _O ______ _
Is tandem parking existing? D Yes # __ [XI No
Is tandem parking proposed? D Yes # __ [i] No
C. Grade Alteration:
Is any grading proposed? D Yes 00 No
If yes, please complete the following:
1. Amount of cut __________________ cu. yds.
2. Amount of fill cu. yds.
3.
4.
5.
Maximum height of fill slope _____________ feet
Maximum height of cut slope feet
Amount of import or export cu. yds.
6. Location of borrow or disposal site _______________ _
Page 3 of 7 Revised 08/19
Ccityaf
Carlsbad
PURPOSE
CLIMATE ACTION PLAN
CONSISTENCY CHECKLIST
P-30
Development Services
Planning Division
1635 Faraday Avenue
(760) 602-4610
www.carlsbadca.gov
In September 2015, the City of Carlsbad adopted a Climate Action Plan (CAP) 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 Climate Action Plan (CAP) are achieved. Implementation of these measures will ensure
that new development is consistent with the CAP's assumption for relevant CAP 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, 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 ordinance requirements
and demonstrate how their project fulfills those requirements. This checklist is to be completed
and included in applications for new development projects that are subject to discretionary review
or require a building permit.
APPLICATION SUBMITTAL REQUIREMENTS
..i111 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-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 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 .
..i111 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.
..i111 The requirements in the checklist will be included in the project's conditions of approval or
issuance of building permit.
..i111 Details on CAP ordinance requirements are available on the city's website.
P-30 Page 1 of 7 Revised 04/19
' City of Carlsbad Climate Ac Plan Consistency Checklist
STEP 1: LAND USE CONSISTENCY
The first step in determining CAP consistency for discretionary development is to assess the project's
consistency with the growth projections used in the development of the CAP. This section allows the city
to determine a project's consistency with the land use assumptions used in the CAP. Projects found not
to be consistent with the CAP's land use assumptions and that are projected to emit at or above the CAP
screening threshold of 900 metric tons of CO2 equivalent (MTC02e) GHG will be subject to a project-
specific analysis of GHG emissions' impact on the environment in accordance with the requirements of
the California Environmental Quality Act (CEQA). This may result in GHG-reducing mitigation measures
applied as a condition of project approval in addition to compliance with the CAP ordinance requirements
identified in Step 2 of this checklist.
Checklist Item
(Check the appropriate box il1d provide an explaiation il1d supporting documentation for your c11swer)
A. Is the proposed project consistent with the existing General Plan land use and specific/master plan or zoning
designations?
OR,
If the proposed project is not consistent with the existing land use plan and zoning designations, does the project
include a land use plan and/or specific plan, master plan or zoning designation amendment that would result in an
equivalent or less GHG-intensive project when compared to the existing designations?
Yes No
IX] □
If "Yes", proceed to Step 2 of the checklist. For the second option under Question A above, provide estimated project-related GHG emissions under
both existing and proposed designation(s) for comparison. GHG emissions must be estimated in accordance with the City of Carlsbad Guidance to
Demonstrating Consistency with the Climate Action Plan.
If "No", proceed to Question B.
B. The CAP established a screening threshold of 900 MTCO2e/year for new development projects to assist in
determining consistency with the CAP. The types and sizes of typical projects listed below have been determined to
correspond to the CAP screening threshold. Will the proposed land use change result in the construction of less
than any one of the following?
• Single-Family Housing: 50 dwelling units
• Multi-Family Housing: 70 dwelling units
• Office: 35,000 square feet
• Retail Store: 11,000 square feet
• Grocery Store: 6,300 square feet
• Other: If the proposed project is not one of the above types, provide a project-specific GHG emissions
analysis to determine whether it is below the 900 MTCO2e/year screening threshold .
If "Yes", proceed to Step 2 of the checklist.
□ □
If "No", the project's GHG impact is potentially significant and must be analyzed in accordance with CEQA. Applicant must prepare a Self-developed
GHG emissions reduction program in accordance with the City of Carlsbad Guidance to Demonstrating Consistency with the Climate Action Plan to
demonstrate how it would offset the increase in emissions over the existing designations. The project must incorporate each of the applicable
measures identified in Step 2 to mitigate cumulative GHG emissions impacts unless the decision maker finds that a measure is infeasible in
accordance with California Environmental Quality Act Guidelines Section 15091. Mitigation in lieu of or in addition to the measures in Step 2 may be
required, depending on the results of the project-specific GHG impact analysis. Proceed and complete a project-specific Se~-developed GHG
emissions reduction program and Step 2 of the Checklist.
P-30 Page 2 of 7 Revised 04/19
' City of Carlsbad Climate Ac , Plan Consistency Checklist
STEP 2: CAP ORDINANCE COMPLIANCE REQUIREMENTS
Completion of this checklist will document a project's compliance with CAP ordinances, and in turn,
demonstrate consistency with the applicable measures and actions of the CAP. The compliance
requirements in this Step 2 apply to development projects that require a building permit. All other
development projects shall implement all emissions-related mitigation measures from the General Plan
Update EIR.
Project No./Name: Hallberg ADU
Property Address/APN : 1145 Harborview Lane / 206-140-08-00
Applicant Name/Co.: Victoria Hallberg
Applicant Address: 1145 Harborview Lane
Contact Phone : 760-525-4142 Contact Email: victoriahallberg01@gmail.com
Contact information of person completing this checklist (if different than above):
Name: Logan Anderson Contact Phone: 760-230-6888
Company name/address: Marcela & Logan, Architects Contact Email: logan@marcelalogan.com
1106 2nd St, #561
Use the table below to determine which sections of the Ordinance Compliance checklist are applicable to your
project. If your project includes alterations or additions to an existing building, please contact the Carlsbad
Building Division for assistance in estimating building permit valuation, by phone at 760-602-2719 or by email at
building@carlsbadca.gov.
Estimated Building Permit Valuation (BPV): $ _______ _
Ca111111:llanTp
~ Residential
0( New construction I 2A, 3A and 4A
□ Alterations:
□ 8PV ~ $60,000 1A All residential alterations
□ BPV ~ $60,000 1A and 4A 1-2 family dwellings and townhouses with attached garages
□ Electrical service panel upgrade 4A only
Multi-family dwellings only where interior finishes are removed
□ 8PV ~ $200,000 1A and 4A and significant site work and upgrades to structural and
mechanical, electrical, and/or plumbing systems are proposed
D Nonresidential
□ New construction I 1s, 2B, 38, 48 and 5
□ Alterations:
P-30 Page 3 of 7 Revised 04/19
· City of Carlsbad Climate Ac Plan Consistency Checklist
D BPV ~ $200,000 or additions ~ 1,000 18, 5 square feet
D BPV ~ $1 ,000,000 18, 28 and 5 Building alterations of~ 75% existing gross floor area
D ~ 2,000 sq. ft. new roof addition 28 and 5 1 B also applies if BPV ~ $200,000
1. Energy Efficiency
Please refer to Carlsbad Ordinance No. CS-347 and the California Green Building Standards Code (CALGreen) for more information when completing this
section.
A. D Residential addition or alteration ~ $60,000 building permit valuation.
See Ord. CS-347, Section 8.
Year Built Single-family Requirements
□ Before 1978 Select one:
□ Duct sealing □ Attic insulation □ Cool roof
□ 1978 and later Select one:
□ Lighting package □ Water heating package
□ Between 1978 and 1990
□ 1991 and later
□ NIA -----------
□ Exception: Home energy score ~ 7
(attach certification)
Multi-family Requirements
□ Attic insulation
Select one:
□ Attic insulation □ Duct Sealing □ Cool roof
Select one:
□ Lighting package □ Water heating package
B. D Nonresidential* new construction or alterations ~ $200,000 building permit valuation,
or additions~ 1,000 square feet □ N/A ________ _
See CALGreen Appendix A5, Discussion A5.2, as amended in CS-347, Section 3.
A5.203.1 . 1. 1
□ Outdoor lighting: .90 Allowed Outdoor Lighting Power □ N/A
A5.203.1. 1.2
□ Restaurant service water heating (comply with California Energy Code Section 140.5, as amended) □ N/A
AS.203.1.2.1
Choose one as applicable: □ .95 Energy budget □ .90 Energy budget □ N/A
A5.211 .1.**
□ On-site renewable energy □ N/A
A5.211 .3**
□ Green power (if offered by local utility provider, 50% minimum renewable sources) □ N/A
A5.212.1
□ Elevators and escalators □ N/A
A5.213.1
□ Steel framing □ N/A
P-30 Page 4 of 7 Revised 04/19
.
,. "" City of Carlsbad Climate Ac . Plan Consistency Checklist
* Includes hotels/motels and high-rise residential buildings
** For alterations~ $1 ,000,000 BPV and affecting > 75% existing gross floor area, or alterations that add 2,000 square feet of new roof addition: comp~
wtth California Energy Code section 120.10 instead.
2. Photovoltaic Systems
A. D Residential new construction (for building pennit applications submitted after 1/1/20). Refer to 2019 California Energy Code section
150.1(c) 14 for requirements. Note: if project includes installation of an electric heat pump water heater pursuant to Carlsbad
ordinance CS-348, increase system size by .3kWdc if PV offset option is selected.
Floor Plan ID (use additional CFA #d.u. Calculated kWdc*
sheets if necessary)
Total System Size:
kWdc = (CFAx.572) / 1,000 + (1.15 x #d.u.)
*Formula calculation where CFA = conditional floor area, #du = number of dwellings per plan type
If proposed system size is less than calculated size, please explain.
Exception
D
D
D
D
kWdc
B. D Nonresidential new construction or alterations ~$1,000,000 BPV and affecting ~75% existing floor area, or addition that increases roof
area by ~2,000 square feel Please refer to Carlsbad Ordinance CS-347, Section 6 when completing this section.
Choose one of the following methods:
D Gross Floor Area (GFA) Method
GFA:
□If< 10,000s.f. Enter: 5 kWdc
Min. System Size:
□ If~ 1 O,OOOs.f. calculate: 15 kWdc x (GFA/10,000) **
___ kWdc
**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.
P-30 Page 5 of 7 Revised 04/19
.. • • City of Carlsbad Climate Act Plan Consistency Checklist
3. Water Heating
A [XI Residential and hotel/motel new construction
Please refer to Carlsbad Ordinance CS-347 and CS-348 when completing this section.
~ For systems serving individual dwelling units choose one:
IX Heat pump water heater AND compact hot water distribution AND drain water heat recovery (low-rise
residential only)
D Heat pump water heater AND PV system .3 kWdc larger than required in CA Energy Code Section 120.10
(for high rise residential hotel/motel) or 150.1 (c) 14 (for low-rise residential)
D Heat pump water heater meeting Tier 3 or higher NEEA Advanced Water Heating Specification
D Solar water heating system that is either .60 solar savings fraction or 40 s.f. solar collectors
D Exception:
D For systems serving multiple dwelling units, install a central water-heating system with all of the following:
D Gas or propane water heating system
D Recirculation system per CS-347 (high-rise residential, hotel/motel) or CS-348 (low-rise residential)
D Solar water heating system that is either:
D .60 solar savings fraction or 40 s.f. solar collectors
D .40 solar savings fraction, plus drain water heat recovery
□ Exception:
B. D Nonresidential new construction
Please refer to Carlsbad Ordinance CS-347 when completing this section.
D Water heating system derives at least 40% of its energy from one of the following (attach documentation):
D Solar-thermal D Photovoltaics D Recovered energy
D Water heating system is (choose one):
D Heat pump water heater
D Electric resistance water heater(s)
D Solar water heating system with .40 solar savings fraction
□ Exception:
4. Electric Vehicle Charging
A D Residential New construction and major alterations*
Please refer to Carlsbad Ordinance CS-349 when completing this section.
D One and two-family residential dwelling or townhouse with attached garage:
D One EVSE ready parking space required D Exception :
D Multi-family residential· D Exception ·
Total Parking Spaces EVSE Spaces
Proposed Capable I Ready I
I I
Calculations: Total EVSE spaces = .10 x Total parking (rounded up to nearest whole number)
EVSE Installed= Total EVSE Spaces x .50 (rounded up to nearest whole number)
EVSE other-Total EVSE spaces -EVSE Installed
(EVSE other may be "Capable," "Ready" or "Installed ")
P-30 Page 6 of 7
Installed I Total
I
Revised 04/19
~ . ~ • City of Carlsbad Climate Actt.,. , Plan Consistency Checklist
*Major alterations are: (1) for one and two-family dwellings and townhouses with attached garages, alterations have a building permit valuation ~
$60,000 or include an electrical service panel upgrade; (2) for multifamily dwellings (three unrts or more without attached garages), alterations have a
building perm rt valuation ~ $200,000, interior finishes are removed and significant site work and upgrades to structural and mechanical, electrical,
and/or plumbing systems are proposed.
B D Nonresidential new construction (includes hotels/motels) □ Exception ·
Total Parking Spaces EVSE Spaces
Proposed Capable Ready Installed Total
Calculation: Refer to the table below:
Total Number of Parking Spaces provided Number of required EV Spaces Number of required EVSE Installed
Spaces
□ 0-9 1 1
□ 10-25 2 1
□ 26-50 4 2
□ 51-75 6 3
□ 76-100 9 5
□ 101-150 12 6
□ 151-200 17 9
□ 201 and over 10 percent of total 50 percent of Required EV
Spaces
5. D Transportation Demand Management (TOM)
A. List each proposed nonresidential use and gross floor area (GFA) allocated to each use.
B. Employee ADT/1,000 square feet is selected from the City of Carlsbad Employee ADT Table.
Use GFA Employee ADT/1 ,000 S.F. Total Employee ADT
Total
If total employee ADT is greater than or equal to 110 employee ADT, a TOM plan is required.
*NOTE: Notwithstanding the 110 employee ADT threshold above, General Plan Mobility Element Policy 3-P.11 requires new development that adds
vehicle traffic to vehicle LOS-exempt street facilities to implement TOM and transportation system management strategies. Please consult with Crty of
Carlsbad Land Development Engineering (LOE) staff to determine whether this policy applies to your project.
TOM plan required: Yes □ No □
LOE Staff Verification: □ _____ (staff initials)
P-30 Page 7 of 7 Revised 04/19
\Ccicyof
Carlsbad
STORM WATER STANDARDS
QUESTIONNAIRE
Development Services
Land Development Engineering
1635 Faraday Avenue
(760) 602-2750
www.carlsbadca.gov
E-34
I INSTRUCTIONS:
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 or be subject to 'PRIORITY
DEVELOPMENT PROJECT' (PDP) 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: HALLBERG ADU PROJECT ID:
ADDRESS: 1145 HARBORVIEW LN APN: 206-140-08-00
The project is (check one): IB] New Development D Redevelopment
The total proposed disturbed area is: 24 ft2 ( 0.0006 ) acres
The total proposed newly created and/or replaced impervious area is : 1 ft2 ( 0.00002 ) 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.
E-34 Page 1 of 4 REV 02/16
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 □ Ix] 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 5, mark the third 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; □ !Kl b) Designed and constructed to be hydraulically disconnected from paved streets or roads;
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 □ IZI 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? □ [ZJ
If you answered "yes" to one or more of the above questions, provide discussion/justification below, then go to Step 5, 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 04/17
8TIP 3 -__ ....:..,_
TO 81! COIIPLITID FOR ALL NIW OR AIDIYUOPIIENT. --·••
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 development that creates 10,000 square feet or more of impervious surfaces
collectively over the entire project site? This includes commercial, industrial, residential, mixed-use, □ Ix]
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 □ [Z] 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 □ IBl
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 □ IBl
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 □ [Z] 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 □ IBl site? A street, road, highway, freeway or driveway is any paved impervious surface used for the
transportation of automobiles, trucks, motorcvcles, 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 □ [XI
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 □ [Zj 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 □ IBl 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 dav.
10. Is your project a new or redevelopment project that results in the disturbance of one or more acres of land □ [Z] 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 □ IXl
21 .203.040)
If you answered "yes" to one or more of the above questions, your project is a PDP. If your project is a redevelopment
project, go to step 4. If your project is a new project, go to step 5, check the first box stating "My project is a PDP ... "
and complete applicant information.
If you answered "no" to all of the above questions, your project is a 'STANDARD PROJECT.' Go to step 5, check the
second box stating "My project is a 'ST AN OARD PROJECT' ... " and complete aoolicant information.
E-34 Page 3 of 4 REV 04/17
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, check the first box stating "My project is a PDP ... " and complete
applicant information.
If you answered "no," the structural BMP's required for PDP apply to the entire development. Go to step 5, check the
check the first box statinq "My project is a PDP ... " and complete applicant information.
STEP S
CHECK THE APPROPRIATE BOX AND COMPLETE APPLICANT INFORMATION
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) for submittal at time of application.
~ 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.
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: LOGAN ANDERSON Applicant Title: ARCHITECT
Applicant Signature: LJ~ //~~ ~ Date: 9/26/2019
* Environmentally Sens1t1ve Areas include but are not limited to all Clean Water Act Section 303(d) 1mpa1red 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.
This Box for Citv Use Onlv
YES NO
City Concurrence: □ □
By:
Date:
Project ID:
E-34 Page 4 of 4 REV 04/17
AL TA® Short Form mitment
's, \ "ME If Ir'
... ~ <f
First American Title for an ALTA Short F rm Residential Loan Policy
ISSUED BY
. .4j/! .::~ First American Title Insurance Company
Commitment CARL-5999893
COMMITMENT FOR TITLE INSURANCE
Issued By
FIRST AMERICAN TITLE INSURANCE COMPANY
NOTICE
IMPORTANT-READ CAREFULLY: THIS COMMITMENT IS AN OFFER TO ISSUE A SHORT FORM LOAN POLICY OF TITLE INSURANCE. ALL CL.AIMS OR
REMEDIES SOUGHT AGAINST THE COMPANY INVOLVING THE CONTENT OF THIS COMMITMENT OR THE POLICY MUST BE BASED SOLELY IN
CONTRACT.
THIS COMMITMENT IS NOT AN ABSTRACT OF TITLE, REPORT OF THE CONDITION OF TITLE, LEGAL OPINION, OPINION OF TITLE, OR OTHER
REPRESENTATION OF THE STATUS OF TITLE. THE PROCEDURES USED BY THE COMPANY TO DETERMINE INSURABILITY OF THE TITLE, INCLUDING
ANY SEARCH AND EXAMINATION, ARE PROPRIETARY TO THE COMPANY, WERE PERFORMED SOLELY FOR THE BENEFIT OF THE COMPANY, AND
CREATE NO EXTRACONTRACTUAL LIABILITY TO ANY PERSON, INCLUDING A PROPOSED INSURED.
THE COMPANY'S OBLIGATION UNDER THIS COMMITMENT IS TO ISSUE A POLICY TO A PROPOSED INSURED IDENTIFIED IN SCHEDULE A IN
ACCORDANCE WITH THE TERMS AND PROVISIONS OF THIS COMMITMENT. THE COMPANY HAS NO LIABILITY OR OBLIGATION INVOLVJNG THE
CONTE~ OF THIS COMMITMENT TO ANY OTHER PERSON.
COMMITMENT TO ISSUE POLICY
Subject to the Notice; Schedule B, Part I-Requirements; Schedule B-Part II-Exceptions; and the Commitment Conditions of the American Land Title
Association (ALTA) Commitment for Title Insurance (08-01-2016) incorporated herein by reference, First American Title Insurance Company, a
Nebraska Corporation (the "Company"), commits to issue the Policy described in Schedule A. This Commitment is effective as of the Commitment Date
shown in Schedule A only when the Company has entered in Schedule A both a specified dollar amount as the Proposed Policy Amount and the name of
the Proposed lnsured.
If all of the Schedule B, Part I-Requirements have not been met within 180 days after the Commitment Date, this Commitment terminates and the
Company's liability and obligation end.
THIS COMMITMENT DOES NOT REPUBLISH ANY COVENANT, CONDITION, RESTRICTION, OR LIMITATION CONTAINED IN ANY DOCUMENT REFERRED
TO IN THIS COMMITMENT TO THE EXTENT THAT THE SPECIFIC COVENANT, CONDITION, RESTRICTION, OR LIMITATION VIOLATES STATE OR
FEDERAL LAW BASED ON RACE, COLOR, RELIGION, SEX, SEXUAL ORIENTATION, GENDER IDENTITY, HANDICAP, FAMILIAL STATUS, OR NATIONAL
ORIGIN.
If this jacket was created electronically, it constitutes an original document.
This page is only a part of an ALTA® Short Form Commitment for Title Insurance issued by Rrst American Title insurance Company. This Commitment
is not valid without the Notice; the Commitment to Issue Policy; Schedule A; Schedule B, Part I-Requirements; and Schedule B, Part II-Exceptions.
Copyright 2006-2017 American Land Title Association. All rights reserved.
Toe use of this Form (or any derivative thereof) is restricted to ALTA licensees and ALTA members in good standing as of the date of use. All other uses
are prohibited. Reprinted under license from the American Land Title Association.
Form 5035106 (3-28-18) Page 1 of 8 ALTA Short Form Commitment (12-1-17)
California
.~, ~., •• ,{' 1 ALTA® Short Form mitment
~-~ ; First Am an Title for an ALTA Short Residential Loan Policy
i 5SUEDBY
·:.::y.c_ -/...~ ! First American Title Insurance Company
Schedule A CARL-5999893
Transaction Identification Data for reference only:
Issuing Agent: First American Title Company Issuing Office: 7676 Hazard Center Drive, Ste
1100, San Diego, CA 92108
Issuing Office's ALTA® Registry ID: 1123638 Issuing Office File Number: CARL-5999893
Commitment Number: CARL-5999893
Property Address: 1145 Harborview Ln, Carlsbad, CA
92008-3510
Revision Number:
SCHEDULE A
1. Commitment Date: July 23, 2019 8:00 AM
2. Short Form Policy to be issued:
ALTA Short Form Expanded Coverage Residential Loan Policy
Proposed Policy Amount: $500,000.00
Proposed Insured: Wells Fargo Home Mortgage
3. The estate or interest in the Land described or referred to in this Commitment is
FEE
4. The Title is, at the Commitment Date, vested in: Victoria L. Hallberg, an Unmarried Woman
5. The Land is described as follows:
See Exhibit "A" attached hereto and made a part hereof
The following state statutes will be set forth on any ALTA 8.1-06 (Environmental Protection Lien)
endorsement to be incorporated into the Policy: NONE
Firsl American Tirle Insurance Company
flr///t4
(191101:. J G11r t1'•r.
f'r..s,,)ent
ffelfto ~~ ~
JIJ'ffre:i S R{)b111~r,n
SOC!t>,8ry
This page Is only a part of an AL TA® Short form commitment for Title Insurance Issued by First American Title Insurance Company. This commitment
Is not valid without the Notice; the Commitment to Issue Polley; Schedule A; Schedule 8, Part I-Requirements; and Schedule 8, Part II-Exceptions.
Copyright 2006-2017 American Land Title Association. All rights reserved.
The use of this Form (or any derivative thereof) is restricted to ALTA licensees and ALTA members in good standing as of the date of use. All other uses
are prohibited. Reprinted under license from the American Land Title Association.
Form 5035106 (3-28-18) Page 2 of 8 ALTA Short Form Commitment (12-1-17)
Californi
1 },, Ni ft I ,,_. AL TA® Short Form ~mitment
;.:_~ -oc First Am~can 1itle for an AL TA Short Fcffln Residential Loan Policy
ISSUED BY ,,,.,,_
Schedule Bl
First American Title Insurance Company
CARL-5999893
SCHEDULE B. PART I
Requirements
All of the following Requirements must be met:
1. The Proposed Insured must notify the Company in writing of the name of any party not referred to in
this Commitment who will obtain an interest in the Land or who will make a loan on the Land. The
Company may then make additional Requirements or Exceptions.
2. Pay all taxes, charges, and assessments affecting the Land that are due and payable.
3. Pay the agreed amount for the estate or interest to be insured.
4. Pay the premiums, fees, and charges for the policy.
5. Documents satisfactory to the Company that convey the Title or create the Mortgage to be insured,
or both, must be properly authorized, executed, delivered, and recorded in the Public Records.
6. NOTE to proposed insured lender only: No Private transfer fee covenant, as defined in Federal
Housing Finance Agency Final Rule 12 CFR Part 1228, that was created and first appears in the Public
Records on or after February 8, 2011, encumbers the Title except as follows: None
This page is only a part of an ALT A(k_' Short form commitment for Title Insurance issued by First American Title 1 nsurance Company. This Commitment
is not valid without the Notice; the Commitment to Issue Policy; Schedule A; Schedule B, Part I-Requirements; and Schedule B, Part II-Exceptions.
Copyright 2006-2017 American Land Title Association. All rights reserved.
The use of this Form (or any derivative thereof) is restricted to ALTA licensees and ALTA members in good standing as of the date of use. All other uses
are prohibited, Reprinted under license from the American Land Title Association.
Form 5035106 (3-28-18) Page 3 of8 ALTA Short Form Commitment (12-1-17)
Californi
r-AL TA® Short Form ~mitment
First Am~an Title for an AL TA Short FdT'fn Residential Loan Policy
ISSUED BY
First American Title Insurance Company
Schedule Bil CARL-5999893
SCHEDULE B. PART II
Exceptions
In addition to the Exceptions from Coverage contained in the form of Short Form Loan Policy referred to in
Item 2 in Schedule A, the Policy will not insure against loss or damages resulting from the terms and
provisions of any easement identified in Schedule A and will include the following Exceptions unless cleared
to the satisfaction of the Company:
1. Any defect, lien, encumbrance, adverse claim, or other matter that appears for the first time in the
Public Records or is created, attaches, or is disclosed between the Commitment Date and the date on
which all of the Schedule B, Part I-Requirements are met.
2. General and special taxes and assessments for the fiscal year 2019-2020, a lien not yet due or
payable.
3. General and special taxes and assessments for the fiscal year 2018-2019.
First Installment: $2,086.89, PAID
Penalty: $0.00
Second Installment: $2,086.89, PAID
Penalty: $0.00
Tax Rate Area: 09000
A. P. No.: 206-140-08-00
4. The lien of bonds and assessment liens, if applicable, collected with the general and special taxes.
5. The lien of supplemental taxes, if any, assessed pursuant to Chapter 3.5 commencing with Section 75
of the California Revenue and Taxation Code.
6. A deed of trust to secure an original indebtedness of $100,000.00 recorded May 21, 2007 as
INSTRUMENT NO. 07-343935 OF OFACIAL RECORDS.
Dated: May 14, 2007
Trustor: VICTORIA L. HALLBERG, AN UNMARRIED WOMAN
Trustee: T.D. SERVICE COMPANY
Beneficiary: SAN DIEGO COUNTY CREDIT UNION
A document recorded February 07, 2012 as INSTRUMENT NO. 12-71460 OF OFFICIAL RECORDS
provides that SAN DIEGO COUNTY CREDIT UNION was substituted as trustee under the deed of
trust.
The effect of a document entitled "FULL RECONVEYANCE", recorded February 07, 2012 as
INSTRUMENT NO. 12-71461 of Official Records.
This page is only a part of an AL TA(~i Short form commitment for Title Insurance issued by First American Title Insurance Company. This commitment
is not valid without the Notice; the Commitment to Issue Policy; Schedule A; Schedule B, Part I-Requirements; and Schedule B, Part JI-Exceptions.
Copyright 2006-2017 American Land Title Association. All rights reserved.
The use of this Form (or any derivative thereof) is restricted to ALTA licensees and ALTA members in good standing as of the date of use. All other uses
are prohibited. Reprinted under license from the American Land Title Association.
Form 5035106 (3-28-18) Page 4 of 8 ALTA Short Form Commitment (12-1·17)
California
A document recorded M~ 08, 2018 as INSTRUMENT NO. 18-90736 Oj;.QFFICIAL RECORDS
provides that SAN DIEG(l •UNTY CREDIT UNION was substituted as t.._ Jee under the deed of
trust.
The effect of a document entitled "RJLL RECONVEYANCE", recorded March 08, 2018 as
INSTRUMENT NO. 18-90737 of Official Records.
Note: The Company will require satisfactory proof of full payment of the debt secured by said
mortgage or deed of trust prior to removing this exception or insuring the contemplated transaction.
7. A deed of trust to secure an original indebtedness of $400,200.00 recorded AUGUST 03, 2012 as
INSTRUMENT NO. 12-456176 OF OFACIAL RECORDS.
Dated:
Trustor:
Trustee:
Beneficiary:
JULY 23, 2012
VICTORIA L. HALLBERG, A SINGLE PERSON
FIDELITY NATIONAL illLE INSURANCE COMPANY
WELLS FARGO BANK, N.A.
8. A deed of trust to secure an original indebtedness of $100,000.00 recorded APRIL 25, 2014 as
INSTRUMENT NO. 14-166469 OF OFACIAL RECORDS.
Dated: APRIL 18, 2014
Trustor: VICTORIA L. HALLBERG, AN UNMARRIED WOMAN
Trustee: REFS, INC.
Beneficiary: SAN DIEGO COUNTY CREDIT UNION
7 his page is only a part of an AL TA@ Short form commitment for Title Insurance issued by first American 7 !tie Insurance Company. This commitment
Is not valid without the Notice; the Commitment to Issue Policy; Schedule A; Schedule B, Part I-Requirements; and Schedule 8, Part JI-Exceptions.
Copyright 2006-2017 American Land Title Association. All rights reseived.
The use of this Form (or any derivative thereof) is restricted to ALTA licensees and ALTA members in good standing as of the date of use. All other uses
are prohibited. Reprinted under license from the American Land Title Association.
Form 5035106 (3-28-18) Page 5 of 8 ALTA Short Form Commitment (12-1-17)
Californi
INFORMATIONAL NOTES
The map attached, if any, may or may not be a survey of the land depicted thereon. First American
expressly disclaims any liability for loss or damage which may result from reliance on this map except to
the extent coverage for such loss or damage is expressly provided by the terms and provisions of this
Commitment or the Policy, if any, to which the map is attached.
1. This report is preparatory to the issuance of an AL TA Loan Policy. We have no knowledge of any fact
which would preclude the issuance of the policy with CL TA endorsement forms 100 and 116 and if
applicable, 115 and 116.2 attached.
When issued, the CLTA endorsement form 116 or 116.2, if applicable will reference a(n) Single
Family Residence , known as 1145 HarborviaN Ln, Carlsbad, CA.
2. According to the public records, there has been no conveyance of the land within a period of twenty-
four months prior to the date of this report, except as follows:
None
7 his page is only a part of an AL TA(~' Shott form commitment tor 7 /tie Insurance issued by First American 7 itle Insurance company. 7 his commitment
1s not valid without the Notice; the Commitment to Issue Policy; Schedule A; Schedule B, Part I-Requirements; and Schedule B, Part II-Exceptions.
Copyright 2006-2017 American Land Title Association. All rights reseived.
The use of this Form (or any derivative thereof) is restricted to ALTA licensees and ALTA members in good standing as of the date of use. All other uses
are prohibited. Reprinted under license from the American Land Title Association.
Form 5035106 (3-28-18) Page 6 of 8 ALTA Short Form Commitment (12-1-17)
Californi
r
'--First American ntle
Exhibit A
File No.: CARL-5999893
ISSUED BY :J
First American Title Insurance Company
File No: CARL-5999893
Real property in the City of Carlsbad, County of San Diego, State of California described as follows:
LOT 4, AS SHOWN ON THAT CERTAIN MAP ENffiLED HARBOR VlfW, WHICH MAP WAS FILED IN
THE OFFICE OF THE RECORDER OF THE COUN1Y OF SAN DIEGO, STATE OF CAUFORNIA,
ACCORDING TO MAP NO 4978, FILED ON MAY 29, 1962.
APN: 206-140-08-00
7 his page is only a part of an ALT A(il) Short form commitment for Title Insurance issued by first American Title Insurance company. This commitment
is not valid without the Notice; the Commitment to Issue Policy; Schedule A; Schedule B, Part I-Requirements; and Schedule B, Part II-EKceptions.
Copyright 2006-2017 American Land Title Association. All rights reserved.
The use of this Form (or any derivative thereof) is restricted to ALTA licensees and ALTA members in good standing as of the date of use. All other uses
are prohibited. Reprinted under license from the American Land Title Association.
Form 5035106 (3-28-18) Page 7 of 8 ALTA Short Form Commitment (12-1-17)
Californi
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This page ts only a pa1t of an AL 7 A,•' ShoJt /-arm Commitment for 7 /tie Insurance issued by t-11st Ameiican Title! nswance Company. Thrs Commitment
ts mt valid without the Notice; the Commitment to Issue Po/fey; SchedJ/e A; Schedule 8, Pait 1-Requi,ernents; and SchecMe 8, Part 11-Exceptrons.
Copyright 2006-2017 American Land Title Association. All rights reseived.
The use of this Form (or any derivative thereof) is restricted w ALTA licensees and ALTA members 1n good stanclng as of tne date of use. All other uses
are prohioited. Repnnted under license from the American Land Title Associabon.
Fonm 5035106 (3-28-18) !Page 8 of 8 I ALTA Short Fonm Commitment (12-1-17
Californ,
First American Title
)First American Title Company
5946 Priestly Drive, Suite 101
Carlsbad, CA 92008
(760)710-3740
Fax -(866)656-8061
This Company conducts the handling of escrow business pursuant to Department of Insurance, State of
California, License Number CA, 151.
LOAN ESCROW INSTRUCTIONS
(Institutional Lender)
To: First American Title Company
Nina Latham, Escrow Officer
Re: 1145 Harborview Ln, Carlsbad, CA 92008-3510
Date: August 02, 2019
File No.: CARL-5999893 (NL)
Funds and/ or Documents: Borrower has applied for a new Conventional loan in the amount of $500,000.00
and will cause First American Title Company ("Escrow Holder") to be handed funds and/or documents required to
close the above referenced escrow pursuant to Lender's Instructions. Borrower's signature on loan documents
shall constitute Borrower's approval of the terms and conditions contained therein.
Lender, Rate and Terms: New first Deed of Trust to record in favor of Wells Fargo Home
Mortgage securing a note in the amount of $500,000.00, with interest at the rate of ':Vo for a term of years.
Borrower's signature on loan documents shall constitute approval of the terms and conditions contained therein
and shall be considered Escrow Holder's instruction to comply with same.
If the proposed loan is a variable rate loan, the interest rate shown above is the initial rate.
Showing title vested in: Victoria L. Hallberg, an unmarried woman
Receipt of Notice of Right To Cancel: The undersigned hereby certify, under penalty of perjury, that we/I
have received two (2) completed copies of the Notice of Right to Cancel along with a copy package containing all
loan documents. INITIAL. __ _
Escrow General Provisions: The parties acknowledge receipt of and agree to the Escrow General Provisions,
which are incorporated by reference. Those Provisions, among other things, require the resolution of disputes by
arbitration on an individual basis; class actions and jury trials are not permitted.
BORROWER:
Victoria L. Hallberg
Page 1
Please indicate your forwardi~ddress and phone number:
" ,
Home Phone: __________________ _
Cell Phone: __________________ _
Work Phone: __________________ _
Email Address: _________________ _
We certify this to be a troe and correct copy of the original.
By First American Title Company
Page 2
First American Title
Re 1145 Harborview Ln, carlsbad, CA 92008-3510
("Property")
"·~,
_..)First American Title Company
5946 Priestly Drive, Suite 101
Carlsbad, CA 92008
(760)710-3740
Fax -(866)656-8061
Ale No.: CARL-5999893 (NL)
PROCEEDS/FUNDS DISBURSEMENT NOTICES
Please Note: Modified or amended disbursement instructions must be signed by the parties at an office
of First American Title Company. Proof of identity will be required.
Funds disbursed to other than record owner must be in writing with authorized approval by First
American Title Company and possibly buyer/borrower's lender on a TILA-RESPA Integrated Disclosure (TRID)
regulated loan.
Receiving Banks may impose a charge for the receipt of any wire transfers.
Escrow Holder is not responsible for delays in wiring caused by time restrictions of the Federal Reserve
Board or late confirmation of recording.
The undersigned are aware that closing on a Friday may cause delay in disbursement of a wire.
Escrow Holder is also not responsible for any delays created by the recipient's bank.
When funds are sent to a bank outside the United States, Escrow Holder shall not be responsible or
liable for any loss or expense incurred as a result of currency exchange rates, delays in availability of funds, or
delays due to the U.S. bank or foreign bank requiring additional information. Escrow Holder shall have no liability
or responsibility after properly initiating the outgoing wire transfer. For best results on an outgoing international
wire transfer, the international bank should provide written wire instructions.
Victoria L. Hallberg
,.,.._r,,, .,-,-.... -¥ First ~ican 1it/e
Re 1145 Harborview Ln, Carlsbad, CA 92008-3510
("Property"}
First American Title Company
··)5946 Priestly Drive, Suite 101
· · Carlsbad, CA 92008
(760)710-3740
Fax -(866 )656-8061
Rle No.: CARL-5999893 (NL}
PROCEEDS/FUNDS DISBURSEMENT INSTRUCTIONS
The undersigned directs that the proceeds/funds due will be disbursed in the following manner:
[ ] Held for pick up at this office (ID will be required)
[ ] Sent via overnight delivery OR [ ] Sent via regular mail
Mailing Address: ___________________________ _
[ ] Other: ____________________________ _
[ ] Sent via wire transfer (if checked, Attach wiring instructions of receiving bank or fill in below. With
cyber fraud on the increase, we suggest you mail, use an overnight service or hand-deliver any
items containing banking or other private information and not send via email.)
Bank Name FEDWIRE Routing No.
Name on Account Account No.
Any further instructions: _____________________ _
I/We hereby give consent to First American Title Company to verify the bank account information provided
herein.
MUST SIGN HERE TO AUTHORIZE DISBURSEMENTS AS SELECTED ABOVE.
Victoria L. Hallberg
Date: _______ _ Best Phone No: ______________ _