HomeMy WebLinkAboutPD 2021-0024; Acera, Chris L. and Shawna R, husband and wife of joint tenants; 2024-0253095; Neighborhood Improvement Agreement/Releasefor the same for certain developments or building projects such as that proposed by
owner.
5. The Owner has requested that the City approve the Development Permit prior to the
construction of the Improvements.
6. The City is willing to approve the Development Permit prior to the construction of the
Improvements as requested by the Owner if Owner approves of and consents to the
formation of an assessment district to include the Property for the purpose of financing
the construction of the Improvements.
7. For properties subject to the Alternative Streets Design process adopted by City Council
Resolution, no assessment district shall be formed until completion of the Alternative
Streets Design process.
NOW, THEREFORE, IT IS AGREED between the parties as follows:
Section 1. Recitals. The foregoing recitals are true and correct.
Section 2. City's Obligations. The City shall approve the Development Permit promptly
following the execution of this Agreement by the Owner and compliance with all applicable City
ordinances and other requirements.
Section 3. Owner's Obligations.
Section 3.01. Owner's Consent to and Approval of Formation of an Assessment
District and Levy of Assessments. In consideration for the approval of the Development Permit
prior to the completion of the construction of the Improvements, Owner hereby consents to and
approves of:
A. the inclusion of the Property in an assessment district which may be formed by the City
Council of the City for the purpose of financing the construction of the Improvements (the
"Assessment District");
B. the levy of an assessment against the Property (the "Assessment") in an amount not to
exceed the estimated cost of construction of the Improvements, together with the estimated
incidental costs of such construction and the estimated costs of formation of the Assessment
District and issuance of any bonds to be issued to represent the Assessment. The foregoing
costs constituting the Assessment are set forth in Exhibit C attached hereto and incorporated
herein by this reference. The Assessment shall be subject to adjustment for inflation from the
date first written hereinabove until the date the Assessment is confirmed and levied by the
increase in the Construction Cost Index for Los Angeles as contained in the Engineering News
Record or, if the Construction Cost Index for Los Angeles is no longer published, an equivalent
index reasonably selected by the City Engineer. In granting the consents and approvals set forth
in this Section 3., Owner is acting for and on behalf of Owner, the Owner's successors, heirs,
assigns, and/or transferees and intends that such consents and approvals shall be binding upon
each and every such person.
Except as otherwise provided for in this Agreement, the consents and approvals given
by Owner shall be irrevocable.
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Section 3.02 Owner's Grant of a Proxy to the City for Assessment Ballot
Procedure. Owner hereby grants to the City a proxy to act for and on behalf of Owner, the
Owner's successors, heirs, assigns, and/or transferees for the limited purpose of completing
and submitting an assessment ballot in support of the levy of the Assessment in the
proceedings to form the Assessment District.
In granting such proxy, Owner is acting for and on behalf of Owner, the Owner's
successors, heirs, assigns, and/or transferees and intends that such proxy shall be binding
upon each and every such person.
Except as otherwise provided for in this Agreement, the proxy granted by Owner shall be
irrevocable.
Section 4. Owner's Representations and Waiver of Rights.
Section 4.01 Owner's Representations. Owner hereby represents as follows:
A. Owner understands and acknowledges that:
1. Article XIIID of the Constitution of the State of California ("Article XIIID")
and the Proposition 218 Omnibus Implementation Act (Government Code
Section 53750 and following) (the "Implementation Act") (Article XIIID and the
Implementation Act may be referred to collectively as the "Assessment Law")
establish certain procedures and requirements which apply when any agency
such as the City considers the levy of assessments upon real property.
2. The requirements established by the Assessment Law include the
following:
a. The proportionate special benefit derived by each parcel to be
assessed must be determined in relationship to the entirety of the capital
cost of the improvement for which the assessment is to be levied;
b. No assessment may be imposed on any parcel which exceeds the
reasonable cost of the proportional special benefit conferred on that
parcel from the improvement for which the assessment is to be levied;
c. Only special benefits are assessable; and
d. Parcels within an assessment district that are owned or used by
any agency, the State of California or the United States of America shall
not be exempt from assessment unless the agency proposing to levy the
assessment can demonstrate by clear and convincing evidence that
those publicly owned parcels in fact receive no special benefit from the
improvement for which the assessment is being levied.
3. The procedures established by the Assessment Law include:
a. The agency which proposes to levy an assessment (the "Agency")
shall identify all parcels which will have a special benefit conferred upon
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them from the improvement for which the assessment is proposed to be
levied and upon which an assessment is proposed to be imposed.
b. All assessments must be supported by a detailed engineer's
report prepared by a registered professional engineer certified by the
State of California.
c. Prior to levying a new assessment, the Agency must give written
notice by mail (the "Assessment Notice") to the record owner, i.e., the
owner of a parcel whose name and address appears on the last
equalized secured property tax roll, of each parcel proposed to be
assessed. The Assessment Notice must include: (i) the total amount of
the proposed assessment chargeable to the entire assessment district, (ii)
the amount chargeable to the record owner's parcel, (iii) the duration of
the assessment payments, (iv) the reason for the assessment, (v) the
basis on which the amount of the proposed assessment was calculated,
and (vi) the date, time and location of a public hearing on the proposed
assessment.
d. The Assessment Notice must contain an assessment ballot that
includes a place where the person returning the assessment ballot may
indicate his or her name, a reasonable identification of the parcel, and his
or her support or opposition to the proposed assessment. The
Assessment Notice must also include, in a conspicuous place, a
summary of the procedures for the completion, return and tabulation of
assessment ballots.
e. At the time, date and place stated in the Assessment Notice, the
Agency shall conduct a public hearing upon the proposed assessment. At
such public hearing, the Agency shall consider all objections or protests, if
any, to the proposed assessment. At such public hearing, any interested
person shall be permitted to present written or oral testimony.
f. At the conclusion of the public hearing, the Agency shall tabulate
the assessment ballots submitted, and not withdrawn, in support or
opposition to the proposed assessment. If there is a majority protest
against the imposition of a new assessments, the Agency may not
impose the assessment. A majority protest exists if the assessment
ballots submitted, and not withdrawn, in opposition to the proposed
assessment exceed the assessment ballots submitted, and not
withdrawn, in favor of the proposed assessment. In tabulating the
assessment ballots, the assessment ballots shall be weighted by the
amount of the proposed assessment to be imposed upon each parcel for
which an assessment ballot was submitted.
4. The description of the requirements and procedures established by and
contained in the Assessment Law set forth above are intended only to
summarize certain of such requirements and procedures.
5. The City would not agree to issue the Development Permit prior to the
construction of the Improvements unless the City is assured that it will be legally
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able to impose the Assessment on the Property. The assurance of the City's
legal ability to impose the Assessment on the Property is both a material
inducement to and a material consideration for the City to enter into this
Agreement and agree to issue the Development Permit prior to the construction
of the Improvements.
B. Owner has had a reasonable opportunity to thoroughly read and review the
Assessment Law in its entirety and has further had a reasonable opportunity to
consult with Owner's attorney regarding the Assessment Law and the terms and
conditions of this Agreement.
Section 4.02 Waiver of Rights
A. In consideration of the approval by the City of the Development Permit prior to
the construction of the Improvements, Owner hereby waives Owner's rights
under the Assessment Law to:
B.
C.
Section 5.
1. object or protest the ordering by the City of the construction of the
Improvements and the imposition of the Assessment at such public hearing so
long as the amount of the Assessment does not exceed the amount set forth in
Exhibit C hereto adjusted for inflation pursuant to Section 3.01 B above;
2. submit an assessment ballot in support of or in opposition to the
imposition of the Assessment so long as the amount of the Assessment does not
exceed the amount set forth in Exhibit C hereto adjusted for inflation pursuant to
Section 3.01 B above; and
3. file or bring any protest, complaint or legal action of any nature
whatsoever challenging the validity of the proceedings to form the Assessment
District and/or the validity of the imposition of the Assessment on the Property.
In order that the City may be assured of its ability to legally impose the
Assessment on the Property and, therefore, be willing to enter into this
Agreement and agree to approve the Development Permit prior to the
construction of the Improvements, Owner represents and warrants that Owner
has knowingly, intelligently and voluntarily waived for and on behalf of Owner,
Owner's successors, heirs, assigns and/or transferees, each and every one of
the rights specified in Section 4.02A above.
For properties subject to the Alternative Streets Design process adopted by City
Council Resolution, nothing in this waiver of rights section is intended to waive
the owner's ability to participate in the Alternative Streets Design process.
Alternative Satisfaction of Owner's Obligations
Owner's obligations under Section 3 above may be satisfied by paying the amount set
forth in Exhibit "C" adjusted for inflation at any time prior to the formation of the assessment in
which case a release of this Agreement shall be recorded in the office of the San Diego County
Recorder.
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Section 6. General Provisions.
Section 6.01 Conflict with Other Agreements or Requirements of the City.
Except as specifically provided in this Agreement, nothing contained herein shall be construed
as releasing Owner from any condition of development of the Property or requirement imposed
by any other agreement with or requirement of the City.
Section 6.02 General Standard of Reasonableness. Any provIsIon of this
Agreement which requires the consent, approval, discretion or acceptance of any party hereto
or any of their respective employees, officers or agents shall be deemed to require that such
consent, approval or acceptance not be unreasonably withheld or delayed, unless such
provision expressly incorporates a different standard.
Section 6.03 Entire Agreement; Amendment. This Agreement contains all of
the agreements of the parties hereto with respect to the matters contained herein and no prior
or contemporaneous agreement or understandings, oral or written, pertaining to any such
matters shall be effective for any purpose. No provision of this Agreement may be modified,
waiver, amended or added to except by a writing signed by the party against which the
enforcement of such modification, waiver, amendment or addition is or may be sought.
Section 6.04 Notices. Any notice, payment or instrument required or permitted
by this Agreement to be given or delivered to either party shall be deemed to have been
received when personally delivered or seventy-two (72) hours following deposit of the same in
any United States Post Office in California, registered or certified, postage prepaid , addressed
as follows:
Owner:
City:
Chris L. Acera and Shawna R. Acera, husband and wife as
joint tenants
City of Carlsbad
Attn: City Manager
1200 Carlsbad Village Dr
Carlsbad CA 92008
Each party may change its address for delivery of notice by delivering written notice of such
change of address to the other party.
Section 6.05 Successors and Assigns. This Agreement shall be binding upon
and inure to the benefit of the successors and assigns of the parties hereto.
Section 6.06 Governing Law. This Agreement and any dispute arising
hereunder shall be governed by and interpreted in accordance with the laws of the State of
California.
Section 6.07 Waiver. Failure by a party to insist upon the strict performance of
any of the provisions of this Agreement by any other party, or the failure by a party to exercise
its rights under the default of any other party, shall not constitute a waiver of such party's right to
insist and demand strict compliance by any other party with the terms of this Agreement
thereafter.
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Section 6.08 Singular and Plural; Gender. As used herein, the singular of any
work includes the plural, and terms in the masculine gender shall include the feminine.
Section 6.09 Counterparts. This Agreement may be executed in counterparts,
each of which shall be deemed an original.
Section 6.10 Construction of Agreement. This Agreement has been reviewed
by legal counsel for both the City and the Owner and shall be deemed for all purposes to have
been jointly drafted by the City and the Owner. No presumption or rule that ambiguities shall be
construed against the drafting party shall apply to the interpretation or enforcement of this
Agreement. The language in all parts of this Agreement, in all cases, shall be construed as a
whole and in accordance with its fair meaning and not strictly for or against any party and
consistent with the provisions hereof, in order to achieve the objectives of the parties hereunder.
The captions of the sections and subsections of this Agreement are for convenience only and
shall not be considered or referred to in resolving questions of construction.
Section 6.11 Recitals: Exhibits. Any recitals set forth above and any attached
exhibits are incorporated by reference into this Agreement.
Section 6.12 Authority of Signatories. Each signatory and party hereto hereby
represents and warrants to the other party that it has legal authority and capacity and direction
from its principal to enter into this Agreement, and that all resolutions and/or other actions have
been taken so as to enable such party to enter into this Agreement.
Section 7. Covenant Running with the Land. The parties hereto intend that the
burdens and obligations of the Owner under Section 3 above constitute a covenant running with
the land and that such covenant shall be binding upon all transferees of the Property.
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EXHIBIT "A"
That portion of Block Two of Hull's Addition to Carlsbad, in the County of San Diego,
State of California, according to Map thereof No, 514, filed in the office of the County
Recorder of San Diego County March 22, 1888, and that portion of the street adjoining
on the East and South, vacated and closed to public use by Order of the Board of
Supervisors made on January 7, 1914, described as a whole as follows:
Beginning at a point on the North line of said Block 2, distant South 89'05' East 562.45
feet from the point of intersection of the prolongation Westerly of said Northerly line of
Block 2 with the Westerly line of that certain unnamed street lying immediately West of
and adjoining Block 1 of said Mull's Addition ; thence south 89'05' East 197.-5.5 feet to
intersection with the center line of Second Street, now vacated; thence South 0'52' East
along said center line 285.00 feet to the true point of beginning; thence continuing South
0'52' East 180.00 feet to the center line of First Avenue, now vacated; thence along said
last mentioned line North 89'05' West 197 .55 feet to a point; thence North 0'52' West
180.00 feet; thence South 89'05' East 197 .55 feet to the true point of beginning.
Excepting from the above described property the Northerly 100 feet.
APN : 205-112-20-00
01125/13
EXHIBIT B
DESCRIPTION OF THE IMPROVEMENTS
On e half street improvements including but not limited to pavement preparation,
sidewalks, curb and gutter, clear & grub, grading, fire hydrants, street light, driveway
approach, relocation of utilities.
01/25/13
Permit#:
Date:
Entered By:
PAVING
BASE
SIDEWALK
CURB & GUTTER
PAVEMENT PREP.
CLEAR & GRUB
UNDERGROUND UTI
SEWER r
WATER r
FIRE HYDRANT r
STREET LIGHT
DRIVEWAY APROACH
SUBTOTAL
DESIGN (15%)
CONTINGENCY (20%)
ASSESS. DISTRICT COST
PLAN CHECK
INSPECTION
TOTAL
I
I
I
EXHIBIT C
THE ASSESSMENT
EAGREE2021-0010 I
June 8, 2021 I
CG I
Quantitv
1480 SF
1680 SF
297 SF
54 LF
1480 SF
2400 SF
80 LF
LF
LF
EA
EA
260 SF
Frontage:(LF) I 80
Driveway Width:(LF) I 26
Sidewalk Width:(LF) I 5.5
Cost
$2,590
$1 ,176
$1 ,188
$1 ,080
$740
$840
$12,000
$0
$0
$0
$0
$1 ,820
$21 434
$3,215
$4 287
$2,500
$514
$257
$32,208
01/25/13