HomeMy WebLinkAboutCT 12-01; Shea Homes Limited Partnership; 2015-0577734; Local Improvement District AgreementRECORDING REQUESTED BY:
City of Carlsbad
Development Services Department
WHEN RECORDED MAIL TO:
City Clerk
CITY OF CARLSBAD
1200 Carlsbad Village Drive
Carlsbad, CA 92008
ood# 2015-0577734
llllllll!llllillllllllllllllllllllllllllllllllllllllllllllllllllllllll
Nov 04, 2015 04: 13 PM
OFFICIAL RECORDS
Ernest J. Dronenburg, Jr.,
SAN DIEGO COUNTY RECORDER
FEES: $54.00
PAGES: 14
Space above this line for Recorder's use.
CITY OF CARLSBAD
LOCAL IMPROVEMENT DISTRICT AGREEMENT
Permit No.
Parcel No.
GR 15-16 Project ID: CT 12-01
156-351-03, 156-351-07 & 156-351-08
THIS AGREEMENT (the "Agreement") is made this ~ 3rd day of
Ovh?bey, 20 \/by and between the City of Carlsbad, a municipal corporation (the "City"),
and Shea Homes Limited Partnership, a California limited liability partnership ("Owner").
RECITALS
1. Owner is the owner of real property located in the City of Carlsbad, California and
described in Exhibit A attached hereto and incorporated herein by this reference
(the "Property").
2. Owner has applied to the City for issuance of the above identified permit to
authorize the development of the Property (the "Development Permit").
3. The City has determined that additional public improvements may be necessary
in the future in order to allow Owner to proceed with development and, therefore,
the Property would be suitable for development as requested by Owner if certain
public improvements as described in Exhibit B attached hereto and incorporated
herein by this reference (the "Improvements") are constructed.
4. The Municipal Code of the City of Carlsbad requires the dedication of the
necessary rights-of-way for and the construction by Owner of the Improvements
or an agreement for the same for certain developments as a condition of
approval of the Development Permit for certain building projects such as that
proposed by owner.
5. The Owner has requested that the City approve the Development Permit prior
the construction of the Improvements.
REV 01/25/13
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.
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. The granting of the consents and approvals set forth in this
Section 3 shall be binding on the Owner's successors, heirs, assigns, and/or
transferees.
Except as otherwise provided for in this Agreement, the consents and approvals
given by Owner shall be irrevocable.
2 REV 01/25/13
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.
The granting of such proxy shall be binding on the Owner's successors, heirs,
assigns, and/or transferees.
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 understands and acknowledges 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 REV 01/25/13
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 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 assessment, 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.
REV 01/25/13
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 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:
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.
B. 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.
5 t REV 01/25/13
Section 5. 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 by the City in
the office of the San Diego County Recorder.
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 prov1s1on 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: Shea Homes Limited Partnership
Ste. 200
9990 Mesa Rim Rd
San Diego, CA 92121
6 '·: ' REV 01/25/13
EXHIBIT '~A"
LEGAL DESCRIPTION OF THE PROPERTY
THOSE PORTIONS OF lOTS 1 THROUGH 17 OF CARlSBAD TRACT NO_ 12-01, lN THE CITY
OF CARLSBAD, COUNTY OF SAN DIEGO, STATE OF CALIFORNIA, ACCORDING TO MAP
THEREOF NO_ 16056, FilED IN THE OFFICE OF THE COUNTY RECORDER OF SAN DIEGO
COUNTY, ON SEPTEMBER 04, 2015 AS FilE NO_ 2015-7000347_
APN'S 156-351-24 THROUGH 156-351-40
tO
EXHIBIT B
DESCRIPTION OF THE IMPROVEMENTS
EXHIBIT C
THE ASSESSMENT
Undergrounding of utilities along Pio Pico Drive
II
REV01/25/13
Permit#:
Date:
Entered By:
PAVING
BASE
SIDEWALK
CURB & GUTTER
PAVEMENT PREP.
CLEAR &GRUB
UNDERGROUND U!
SEWER r
WATER r
FIRE HYDRANT r
STREET LIGHT
DRIVEWAY APROACH
SUBTOTAL
DESIGN
CONTINGENCY (20%)
ASSESS. DISTRICT COST
PLAN CHECK
INSPECTION
TOTAL
IMPROVEMENT CALCULATION
SHEET
I GR 15-161 Frontage:(LF) 1139.88
I 08/20/151 Drive Way Width:(LF) In/a
I I Sidewalk Width:(LF) In/a
Quantity Cos
SF $0
SF $0
OSF $0
LF $0
OSF $0
I SF $0
139.88 LF $20,982
LF $0
LF $0
EA $0
EA $0
OSF $0
$20 982
$3,147
$4,196
$2,500
$504
$2520
$31,581
REV 01/25/13