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Home My WebLink AboutSDU 01-10; Magnolia Gardens Lot 8; Second Dwelling Unit (SDU) (6)- CITY OF CARLSBAD LAND USE REVIEW APPLICATION APPLICATIONS APPLIED FOR: (CHECK BOXES) Administrative Permit - 2nd Dwelling Unit Administrative Variance Coastal Development Permit Conditional Use Permit Condominium Permit Environmental Impact Assessment General Plan Amendment Hillside Development Permit Local Coastal Plan Amendment Master Plan Non-Residential Planned Development Planned Development Permit (FOR DEPARTMENT lo Planned Industrial Permit Planning Commission Determination Precise Development Plan Redevelopment Permit Site Development Plan Special Use Permit Specific Plan Obtain from Engineering Department (FOR DEPARTMENT USE ONLY) Tentative Tract Map Variance I I Zone Change List other applications not I I 2) ASSESSOR PARCEL NO(S).: b7- b DF L7-4ib-/A 20s-220- q3 3) PROJECT NAME: &MDL/c/5 4) BRIEF DESCRIPTION OF PROJECT: gLIurIW0 5&0&h%Y WhC 0-r 16) APPLICANT NAME (Print or Type) I 5) OWNER NAME (Print or Type) I MAILING ADDRESS I MAILING ADDRESS I CITY AND STATE ZIP TELEPHONE I CITY AND STATE ZIP TELEPHONE I CERTIFY THAT I AM THE LEGAL OWNER AND THAT ALL THE ABOVE I CERTIFY THAT I AM THE LEGAL REPRESENTATIVE OF THE INFORMATION IS TRUE AND CORRECT TO THE BEST OF MY OWNER AND THAT ALL THE ABOVE INFORMATION IS TRUE AND KNOWLEDGE. CORRECT TO THE BEST OF MY KNOWLEDGE. C r- ' / &=- SIGNATURE DATE 7) BRIEF LEGAL DESCRIPTION Dw S%O%% NOTE: A PROPOSED PROJECT REQUIRING MULTIPLE APPLICATIONS BE FILED, MUST BE SUBMITTED PRIOR TO 3:30 P.M. A PROPOSED PROJECT REQUIRING ONLY ONE APPLICATION BE FILED, MUST BE SUBMITTED PRIOR TO 4:OO P.M. Form 16 PAGE 1 OF 2 8) LOCATION OF PROJECT: STREET ADDRESS ON THE Rm- I SIDE OF kJvoLcfi (NAME OF STREET) (NORTH, SOUTH, EAST, WEST) BETWEEN L3fLAt.l D 1)PlVr 1 AND I VP-cLk~ ST- I (NAME OF STREET) (NAME OF STREET) 9) LOCAL FACILITIES MANAGEMENT ZONE I I I 10) PROPOSED NUMBER OF LOTS 12) PROPOSED NUMBER OF (ol RESIDENTIAL UNITS 15) PROPOSED COMM I] SQUARE FOOTAGE 1 1 ) NUMBER OF EXISTING FI RESIDENTIAL UNITS 13) TYPE OF SUBDIVISION 14) PROPOSED IND OFFICE/ 16) PERCENTAGE OF PROPOSED TI 17) PROPOSED INCREASE IN n 18) PROPOSED SEWER n PROJECTINOPEN SPACE I 1 ADT I 1 USAGEINEDU U 20) EXISTING GENERAL 21) PROPOSED GENERAL PLAN DESIGNATION 19) GROSS SITE ACREAGE 22) EXISTING ZONING 23) PROPOSED ZONING 24) IN THE PROCESS OF REVIEWING THIS APPLICATION IT MAY BE NECESSARY FOR MEMBERS OF CITY STAFF, PLANNING COMMISSIONERS, DESIGN REVIEW BOARD MEMBERS 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 SiGNATURE L / FOR CITY USE ONLY FEE COMPUTATION APPLICATION TYPE FEE REQUIRED TOTAL FEE REQUIRED I I DATE FEE PAID m MAR 0 8 2001 CITY OF CARLSBAD PLANNING DEPT. I DATE STAMP APPLICATION RECEIVED RECEIVED BY: RECEIPT NO. Form 16 PAGE 2 OF 2 City of Carlsbad 1635 Faraday Avenue Carlsbad CA 92008 Applicant: DENNIS FERDIG DescriDtion SDUO 10 10 Amount Receipt Number: ROO18845 Transaction Date: 03/08/2001 Pay Type Method Description Amount Payment Check 749 695.00 ----______ __________ ________________ __________ Transaction Amount: 695.00 PROJECT DESCRl PTlONlEXPLANATION PROJECT NAME: MAGNOLIA GARDEN - SDU APPLICATION 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. Descri ption/Explanation: This application is made as required by City Council Resolution #99-530, condition of approval #19. This application pertains to Lots 3 & 8 of Carlsbad Tract 98-12. Project Description 10/96 Page 1 of 1 - CITA F CARLSBAD - AFFIDAVIT OF COP ,IANCE FOR A SECOM) DWELLING UNIT Instructions to Prom Owner (Affiantk Please type or print complete and accurate answers in all blank spaces in Section I. Please read carefully, particularly Section II. Please read, sign and date Section Ill indicating that you understand and agree with the conditions of compliance. SECTION I - INFORMATION Property owner(s): Property Address: Assessor Parcel No. Subdivision: Project Number: Lorna Verde, Inc., dba Pacific Scene Homes 2505 Coqgress St. # 220 San Diego, CA 92110 Dennis M. Ferdig, Vice President lb44 Brady Circle Street Address Carls bad CA 92008 City State Zip Code or 92008 12 Magnolia Gardens Name Lot/Block Parcel No. CT98-12 SECTION II - CONDITIONS FOR COMPLIANCE PLEASE READ CAREFULLY 1. A second dwelling unit is an attached or detached dwelling unit which is located on the same lot as an existing owner-occupied single family detached dwelling unit and is: a. Suitable for use as a complete living facility with provisions within the facility for cooking, eating, sanitation and sleeping; b. Occupied by one or more persons; and C. Subordinate to the main dwelling unit. 2. The Property Owner(s) listed above hereby certifies that hdshe owns the above referenced property, as of the date of this affidavit, and to hidher belief and knowledge, there are no conditions, covenants or restrictions on the property prohibiting a second dwelling unit apartment. The Property Owner(s) agrees to the following terms and conditions: 3. FRM0006 5/96 PAGE 4 OF 5 .- a. The property and residence referenced above must not contain a second residential dwelling unit unless it is in compliance with the second dwelling unit administrative permit provisions of the Zoning Ordinance of the City of Carlsbad. b. The Property Owner(s) shall reside in either the main dwelling unit or second dwelling unit described above, now, and for the life of this agreement. "Owner" shall include a lessee if the leasehold includes both the main dwelling unit and the second dwelling unit. C. The Second Dwelling Unit may only be rented and shall not be sold separately from the main dwelling unit, unless the lot on which such units are located is subdivided. d. The Property Owner(s) agree to rent the Second Dwelling Unit at a monthly rental rate which shall not exceed an amount equal to 30% of the gross monthly income of a low- income household, adjusted for household size, at 80% of the San Diego County median income. e. A copy of this agreement and Affidavit must be given by the Property Owner(s) to prospective purchasers of the property prior to entering into a sales contract for said property. SECTION III - AFFIRMATION AND AGREEMENT I HEREBY DECLARE AND AFFIRM, under penalty of perjury, that all matters and facts set forth in this agreement are true and correct to the best of my knowledge, information and belief, and that I (we) understand, accept and will abide by the regulations, requirements, and standards governing the Second Dwelling Unit. c - BY: I, Property Owner Date BY: Property Owner Date Owner's Telephone Number(s): 1 N Home Office FRM0006 5/96 PAGE 5 OF 5 - City of Carlsbad DISCLOSURE STATEMENT 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 defmed as “Any indivi- fim, coqmtnmhip, joint venture, association, swhl club, %mal organization, corporation, estate, trust, receiver, s]mdicate, in this and my oh cow, city itad county, city municipality, district or other political subdivision 01 any other group or combhation acting as 01 unit.’’ Agents may sign this document; however, the legal provided beiow. and dty of tb &ppbmt and prqmty mvmr rmtst be 1. APPLICANT (Not the applicant’s agent) Provide the COMPLETE, LEGAL names and addresses of && persons having a financial interest in the application. If the applicant includes a cornration or nartnershiD, include the names, title, addresses of all individuals owning more than 10% of the shares. IF NO APPLICABLE (N/A) IN THE SPACE BELOW If a publiclv-owned cornration, include the names, titles, and addresses of the corporate officers. (A separate page may be attached if necessary.) Person S~L ~wachd aw-y corp~art INDNIDUALS OWN MORE THAN 10% OF THE SHARES, PLEASE INDICATE NON- Title Title Address Address 2. OWNER (Not the owner’s agent) Provide the COMPLETE. LEGAL names and addresses of 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 cornoration or ~artnershi~, include the names, title, addresses of all individuals owning more than 10% of the shares. IF NO INDIVTDUALS OWN MORE THAN 10% OF THE SHARES, PLEASE INDICATE NON-APPLICABLE (N/A) IN THE SPACE BELOW. If a publiclv- owned cornration, include the names, titles, and addresses of the corporate officers. (A separate page may be attached if necessary.) Person A*QcC,ed SI, 4.QT cOrp/part Title Title Address Address 1635 Faraday Avenue Carlsbad, CA 92008-7314 (760) 602-4600 FAX (760) 602-8559 @ L - 3. NON-PROFIT OR, ANIZATION OR TRUST If any person identified pursuant to (1) or (2) above is a nonmofit orpanization or a trust, list the names and addresses of ANY person serving as an oficer or director of the non-profit organization or as trustee or beneficiary of the. Non Profiflrust Non Profiflrust Title Title Address Address 4. Have you had more than $250 worth of business transacted with any member of City staff, Boards, Commissions, Committees and/or Council within the past twelve (1 2) months? 0 Yes a 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. \/ 2 Y I r- Signature of ownerldate (, / Signature of applicant/c& / Print or type name of owner Print or type name of applicant Signature of owner/applicant’s agent if applicableldate Print or type name ofowner/applicit’s agent H:ADMIN\COUNTER\DISCLOSURE STATEMENT 5/98 Page 2 of 2 OWNERSHIP & OFFICERS Company: Lorna Verde, Inc., a California corporation dba Pacific Scene Homes Tax ID Number: 95-3080061 Contractors License No.: 760005, Class B HIC Shareholders of Loma Verde, Inc.: 33.33% Brian N. Khoury, Trustee of the Brian N. Khoury Revocable Trust U/A/Tl January 27,1987, as amended 2505 Congress Street, Suite 200 San Diego, CA 92 1 10 (6 19) 294-7700 ID #: 555-5 1-7029 3 3.3 3 yo Jason B. Khoury, Trustee of the Jason B. Khoury Revocable Trust U/m January 27, 1987, as amended 2505 Congress Street, Suite 200 San Diego, CA 921 10 (6 19) 294-7700 ID #: 565-35-6044 33.34% Noelle F. Khoury, Trustee of the Noelle F. Khoury Revocable Trust UIAA January 27,1987, as amended 2505 Congress Street, Suite 200 San Diego, CA 92 1 10 (6 19) 294-7700 ID #: 555-51-6459 Officers of Lorna Verde, Inc.: Jason B. Khoury - Director, President, CEO Brian N. Khoury - Director, Vice President Noelle F. Khoury - Director, Vice President, Secretary Russ Richard - Director, Authorized Agent Dehis M. Ferdig - Vice President Tammy Miller - Vice President, CFO, Assistant Secretary Jose G. Laguda - Assistant Secretary Eva R. Demattia - Assistant Secretary CARLSBAD HOUSING AUTHORITY LOWER AND MODERATE INCOME RENTAL RATE CALCULATIONS 40% VERY LOWINWME 4NNUAL MONTHLY NCOke IN- SO% RENT 15.050 1,254 376 356 17,200 1,433 430 410 19,350 1,613 4%4 458 21,500 1,792 538 512 23.200 1,933 560 548 24,900 2.075 623 591 26.650 2.221 868 626 zB.350 2.363 709 669 I 50% VERY LOW lNCOME ANNUAL MONTHLY INCOME INCOME 30% REKl 18,800 1,567 470 450 21,500 1.792 53% 518 24.154 2,015 604 578 28J50 2,238 871 645 29,000 2,417 725 693 31,159 2596 779 747 33.900 2575 833 793 3S.450 2,954 886 846 I 1 I 30% UO.OF LDRM5 FAMILY UTlLlTY VERY Low INCOME SQE ALLOW- t 1 lNCOME 34% RENT ONE lVJ0 rHEE FOUR ONE 1 11,300 912 285 283 Two 20 12,800 1,075 323 303 THREE 26 14,500 1,XIB 383 337 FOUR 26 16,SM 1.342 403 377 FlVE 32 17.- t.450 435 403 SlX 32 I6,KID 1,558 488 436 SEVEN 40 20.000 1,867 500 460 HGW 40 n.m 1.m si 491 *. Based M average Or Section 8 utllih) allmanca for aperbnenls (Janmy 1.2000) I I I I eo% I 90% I 100% 29,000 2,417 725 699 32.200 2,~ 805 779 34,800 2,900 870 838 37,350 3.113 934 902 NO.OF FAMILY UTILITY LOW INCOME BDRMS SEE ALLOW" ANNUAL MONrHLY INCWE INCOME 9WA RENT , 33,850 2,821 849 820' 37,600 3,133 940 914 40,eoO 3,363 1,015 963 43,600 3.633 1.W 1.058 MODERATE INCOME MOMRATE INCOME ANNUAL MONTHLY ANNUAL MONTHLY INCOME MCW 30% RENT INCOME INCOME 30% REM 39,950 3.329 999 B59 42,550 3,518 1,064 1,024 43.500 3.625 1,- 1.082 48,350 4,029 1,209 f.163 uwo 4,aa I.M~ 1,183 53,700 4,475 1,s 1.317 I 46,600 3,883 1.165 1.125 49.600 4,933 1.240 1,200 THREE FOUR 60% 70% 1 I FIVE 32 46.41)o 3.887 1,160 1.128 52,2(10 4.330 1.S5 1.273 56,000 4.835 1.450 t,418 SIX 32 49,656 4,154 1.246 1,214 sS,oSO 4,671 1,401 1,389 62.300 5,WZ 1.558 1,526 SEVEN 40 53,250 4AJa 1,331 Z,291 59,950 4,996 1,499 1,459 66,600 5,550 1,685 1,625 EIGHT 40 56,700 4.725 1,418 1,378 83,800 5.317 7.595 1,556 70,900 5,908 1.773 f.733 tow wcom LOW INCOME WNLML MoNmLy ANNWL MONTHLY tNCOME INCONE 90% RENT INCOME lWME 30% REM 1 26.30 2.192 658 638 I 30,OSO 2.504 751 731 110% MODERATE MCM MlWUAL MONTHLY NCNCOME WUM€ 30% RENT 41,350 3,446 1,034 1.014 47.250 3.938 1,181 1.161 53.150 4.429 1,329 1,303 59,050 4.921 1.476 1.450 63.800 5,317 1,595 1.543 a.500 5.7~) 1,713 1,681 73.250 6,SM 2,831 1,791 77,950 6.490 1,949 1,909 120% ~~ . MODERATE INCOME SNNUAL WKTHLY NWME WCOME 30% RENT 45.100 3.758 1,128 1.108 51.5SO 4.296 1.289 1,289 58,000 4.859 1.450 1.424 64,450 5,371 1.611 1.585 09.600 5.m 1.m 1.708 74.750 6,229 1,069 1,837 79,900 6,656 1.998 1,958 85,050 7,088 z,im 2.0~3 I pilpsq ' -.- Sales Price Formula 2000 F m I m CITY OF CARLSBAD - ANALYSIS OF AFFORDABLE HOUSE PRlClNG (Based upon 2000 HUD Median Income Data EfTedve March 9,2000) Median County Income fw a Family of Four Persons (2000 HUB Median) Times Percent of Median Qualifying for Affordable Equals Percent of Median Income for a Family of four Persons Times Percent of Family Income Attributable to Housing Costs Equals Annual Dollars Allowed for Housing Expenses Less Real Estate Taxes (Annual 7.2% of Purchase Price) Less Home Owners Fee Less Utilities ( $1 00.00 X 12 mos. $ 26.00 X 72 rnos. Equals Annual Dollars Available for Debt Service Divided by Aonual Loan Constant (see Footnote rY1) Equals Maximurn Loan Amount Thai Can Be Used for Home Purchase PI us Down Payment - 5% Equals Maximum Allowable Purchase Price Buyer's Monthly Mortgage Payment - Debt Service Dividd by 12 mos. LOW LOW MEDIAN MODERATE INCOME 1NCOME INCOME LNCOME 53,700 53,700 53,700 53.700 70% 80% 100% 12U% 30% 30 % 35 I 35% 11,280 12.885 18,795 22,558 1,200 1.200 1,200 1,200 37.600 42.950 53,700 64.450 1,243 1,449 2,205 2.686 31 2 312 312 31 2 8,258 9,627 14,646 17,840 0.0839 0.0839 0.0839 o.oa39 98.428 114,733 174,554 212,622 33 * x z 5.480 6.039 9,187 11,391 103,598 120,771 183,741 223.813 0 Foomores: 1. Annual Loan Constant is based on a 7.5% (includes 5% for property mortgage insurance). 30-year fixed mortgage. 2. Purchase Price ?D be adjusted according to final utility allowance established by rhe City or other applicable programs; final home owners fee established by Real Estate Commissionec final interest rate on loan and market conditions. V w 4 CITY OF CARLSBAD - ANALYSiS OF AFFORDABLE HOUSE PRICING (8ased upon 2000 HUD Median lncome Data Effective March 9,2000) Median County income for a Famity of Four Persons (2000 HUD Median) . Times Percent of Median Qualifying for Affordable ( Equals Percent of Median Income for a Farni[y of Four Persons Times Percent of Family Income Attributable to Housing Costs Equals Annual Dollars Allowed for Housing Expenses less Rea[ Estate Taxes (Annual 1.2% of Purchase Price) Less Home Owners Fee Less Utilities (2 bedroom) $120.00 X 12 mos. $ 26.00 X 12 mos. Equab Annual Dollars Available for Debt Service Divided by Annual Laan Consbnt (see Footnote #1) Equals Maximum Loan Amount That Can Be Used for Home Purchase Plus Down Payment - 5% Equals Maximum Allowable Purchase Price Buyer's Monthry Mortgage Payment - Debt Service Divided by 22 mos. LOW LNCOME LOW INCOME MEDIAN MODERATE INCOME INCOME INCOME !NCOME 53,700 53.700 53.700 53,700 70% 80X 100% 120% 33% 33% 35% 35% 37.600 42,950 53,700 64,450 r2- se U m 12,408 14.174 ' 18.795 22.558 1,388 1,614 2,205 2,686 1,440 1,440 1,440 1,440 31 2 31 2 312 312 9,2 7 6 10,722 14,646 17.840 0.0339 0.0839 0.0839 0.0839 % * x z 109,845 127.792 174.565 2 12.635 0 5,782 6,726 9.188 11,197 4 Cm 0 -7 to 0 to 0 w 4 1. f 5,626 134,518 183,752 223.826 b 768 S 893 $ %220 $ 1,487 Footnotes: 1. Annual Loan Constant is based on a 7.5% (includes -5% for property mortgage insurance), 30-year fixed mortgage. 2. Purchase Price to be adjusted according to final interest rate on loan; final home owners fee established by Real Estate Commissioner and market conditions.