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HomeMy WebLinkAboutMS 411; LEONARD, STEVEN L; 80-083306; Public Facilities Fee Agreement/ReleaseAfter recording return to: ) #0- Cn-y Clerk, City of Carlsbad . j «u._ .. _1200. Elm Ave. Q, I N^-" 12 2-H Carlsbad, CA 92008 »4 I v_ AGREEMENT BETWEEN DEVELOPER-OVTNER AND THE CITY OF CARLSIiAD''FOR THE PAYMENT .OF A PUBLIC FACILITIES FEE THIS AGREEMENT is entered, into this^j[6?^~~_ .day o 19 jS^_, by.snd betv?een Steven L. Leonard (name of developer-owner) a n.__ individual ,hereinafter referred to as "Developer", whose address is 411 Vista Flora (street) Newport Beach, CA 92660 ' , and THE CITY OF (C i t y., s 1; a ••;. e , z ip c o d e) CARLSBAD, a municipal corporation of the State of California, hereinafter referred to as "City", v?hose address is 12DO Elm Avenue, Car.:Ubadr California, 92008. W I T H E S S E T H: ^HERE^S, Developer is the owner of the real property described on Exhibit "A", attached hereto and made a part of this agreement, herainafter referred to as "Property"; and V;KEJ.lE2vS, the Property lies within the boundaries of City; and vn-IEjvI'AS, Developer proposes to construct La Costa South Unit No. 1, Map No. 6117 Carlsbad, CA 945 on said Property, which development carries the proposed name? of None and is hereafter referred to as "Development"' ; and WHEKE7vS, Developer filed on the _s day of December / 19_Z:L' with thG citY a request fo .^1J «/// y»yt/^> (hereinafter referred, to as "Request"; and WHEREAS, the Public Facilities Element of the City General Plan requires that the City Council find that all public facilities necessary to serve a development will be available concurrent with need or such development shall not be .approved (said element is on file with the City Clerk and is incorporated by this reference; and WHEREAS, Developer and City.recognize the correctness of Council Policy No. 17, attached to and made a part of this agreement, and that the City's public facilities and services are at capacity and will not be available to accommodate the additional need for public facilities and services resulting from the proposed Development; and WHEREAS, Developer has asked the City to find that public facilities and services will be available to meet the future needs of the Development as it is presently proposed; but the Developer is aware that the City cannot and will not be able to make any such finding without financial assistance to pay for such services and facilities; and, therefore, Developer proposes 2. 946 to help satisfy the General Plan as implemented by Council Policy No. 17 by payment of a public facilities fee. NOW, THEREFORE, in consideration of the recitals and the covenants contained herein, the parties agree as follows: 1. .The Developer shall pay to the City a public facilities fee in the amount of 2% of the building permit valuation of the buildings or structures to be constructed in the Development pursuant: to the Inquest, The fee shall be paid prior to the issuance of building or other construction permits for the Develop- ment and shall be based on the valuation at that time. This fee shall be in addition to any fees, dedications or improvements required pursuant to Titles 18, 20 or 21 of-the Carlsbad Municipal Code. A erelit toward such fee shall be -given for land which has been dedicated for park purposes or for any fees paid in lieu thereof pursuant to Chapter 20.44 of the Carlsbad Municipal Code. Developer shall pay a fee for conversion of. existing buildings or structures into condominiums in an amount equal to 2% of the building permit valuation at the time of conversion. The fee for a condominium, conversion shall be paid prior to the issuance of a condominium conversion permit as provided in Chapter 21 ,'37 of the Carlsbad Municipal Code. Condominium shall include community apartment or stock cooperative. 2. The Developer may offer to donate a site or sites for public facilities in lieu of all or part of the financial obligation agreed upon in Paragraph 1 above. If Developer offers to donate a site or sites for public facilities, the City shall consider, but 3." 94/ is not obligated to accept the offer. The time for donation and amount of credit against the fee shall be determined by City prior to the issuance of any building or other permits. Such determination, when made, shall become a part: of this agreement. Sites donated under this paragraph shall not include improvements required pursuant to Titles 18 or 20 of the Carlsbad Municipal Code. (3. This agreement and the fee. pciid pursuant hereto are required to ensure the consistency of the Development with the City's General Plan. If the fee is not paid as provided herein, the. City will not have the funds to provide public facilities and services, and the Development will not.be consistent with the General Plan and any approval or permit for the Development shall. be void. No building or other construction permit or entitlement for use shall be issued until the public facilities fee required by this agreement is paid. 4. City agrees to deposit the fees paid pxarsuant to this agreement .in a public facilities fund for the financing of public facilities when the City Council determines the need exists to provide the facilities and sufficient funds from the paymenc of this and similar public facilities fees are available. 5. City agrees to provide -upon request reasonable assurances to enable Developer to comply with any requirements of other public agencies as evidence of adequate public facilities and services sufficient, to accommodate the needs of the Development heroin described. 948 6. All obligations hereunder shall terminate in the event the Requests made by Developer are not approved. 7. Any notice from one party to the other shall be in writing, and shall be dated and signed by the party giving such notice or by a duly authorized representative of such party. Any such notice shall not be effective for any purpose whatsoever unless served in one of the following manners. 7.1 If notice is given to the City by personal delivery thereof to the City or by depositing same; in the Unitocl States Mail, addressed to the City at the address set forth herein, enclosed in a sealed envelope, addressed to the City for attention of the City Manager, postage prepaid and certified. 7.2 If notice is given to Developer by persona], delivery thereof to Developer or by depositing the same in the United States Mail, enclosed in a sealed envelope, addressed to Developer at the address as may have bean designated, postage prepaid and certified. 8. This agreement shall be finding upon and shall inure to the benGf.it of, and shall apply to, the respective sxiccessors and assigns of Developer and the City, and references to Developer or the City herein shall be deemed to be reference to and inclurli their respective successors and assigns without specific rr.sntion of such successors and assigns- If Developer should cease to have any interest in the Property, all obligations of Developer hereunder sha3.1 terminate; provided, however, that einy successor of Developer's interest in the Property shall have 949. first assumed, in writing the Developer's obligations hereunder. 9. This agreement shall be recorded. When the obligations of this agreement have been satisfied, City shall record a release. IN WITNESS WHEREOF, this agreement is executed in San Diego County, California as of the date first written above. DEVELOPER-OWNER: Steven L. Leonard (Name.) C'XTY OF CARi.SBAD, a iminicipal corporation of the State of California By City Manager (Title) ATTEST: 1,ET\A I,. RAUTENKRANZ, Citj, APPROVED AS TO INCENT F/BIO I APPR(t^DIAS TO FO Daniel S. Hentschke,'Assistant J?v. ,. City Attorxney (Notaric.I acknowleigensnt of execution by DEVELOPER-OWNER must be attached,) 6. FILE 3E HO. 80r08330€ ECORDED REQUEST OF 11 !2?i4PHfe EXHIBIT DIEGO COUNT;. CALIF. VERA L. LYLE RECORDER LEGAL DESCRIPTION NO Lot 159 and Lot 160 of La Costa South Unit No. 1, according to Map thereof No. 6117, filed in the Office of the County Recorder of San Diego County June 3, 1968. J. N. 4891 BBS:gh 2-12-80 TO 1944 CA (8-74) (Individual) , STATE OF CALIFORNIA Orange t COUNTY OF 2-2* 80On \ SS.950 TITLE INSURANCE ANDTRUST ATICOR COMF'ANY State, personally appeared. - T _before me, the undersigned, a Notary Public in and for saidTJtfeven 1T^ Leonarcr ft J isi to be the person whose name_^ •i- to the within instrument and acknowledged that _, known to me isubscribed \executed the same. WITNESS my hand and official seal. , I Joanne M. Skillicorn OFFICIAL SEAL JOANNE M. SKILUCORN NOTARY PUBLIC-CALIFORNIA PRINCIPAL OFFICE IN ORANGE COUNTY Sty Commission Expires Nov. 29,1982 (This area for official notarial seal) BRIAN SMITH ENGINEERS, INC. • -, " • CI-- OF CARLSBAD COUNCIL POLICY STATEMENT General Subject: Requirements Necessary to satisfy the Public Specific Subject: Facilities Element of the General Plan Page 1 of 4 Policy No. 17 Date Issued 8-29-79 Effective Date 8-29-79 Cancellation Date Supersedes No.17 issuecL 9-6-78 Copies to: City Council, City Manager, City Attorney, Department and Division Heads, Employee Bulletin Boards, Press, File BACKGROUND; The Public Facilities Element of the General Plan requires that before giving approval to zoning, rezoning, development or redevelopment proposals, the public health and safety and the general welfare _of the community and all its citizens require that the proponent of any such actions shall present evidence satisfactory to the City Council that all necessary services and facilities will be available concurrent with need. For those services and facilities provided by another entity, the Council has and will continue to be guided by a letter of availability from such entity. For those services provided by the City, the Council has previously\relied on a report of availability from the City Staff.. . On July 3, 1979 the City Manager reported tha^ in the future^such services and facilities could not be made available to new development from the City's resources. PURPOSE; . 1. To establish a policy regarding the requirements which must be met before the City Council will find that the Public Facilities Element has been satisfied. 2. To establish a policy that will allow development to proceed in an orderly manner while insuring that the requirements of the Public Facilities Element will be satisfied by establishing a fee to fund the cost of City-provided facilities, including but not limited to: Parks, major streets, traffic signals, storm drains, bridges and public buildings such as fire stations, police facilities, maintenance yards, libraries and general offices which wilL insure they will be available concurrent with need. POLICY; 1. In determining whether or not service provided by another entity will be available concurrent with need in connection with a development, the Council, in the absence of evidence to the contrary, shall be guided by a letter of availability from that entity, provided, however, developments which are required to dedicate.land or pay fees for school facilities pursuant to Chapter 21.55 of the Carlsbad Municipal Code, shall be deemed to have satisfied the Public Facilities Element in regard to schools for that development without the necessity for an availability letter. r - OF CARLSBAD COUNCIL POLICY STATEMENT General Subject: Requirements Necessary to satisfy the Public Specific Subject: Facilities Element of the General Plan Page 2 of 4 Policy No. 17 Date Issued 8-29-79 Effective Date 8-29-79 Cancellation Date Supersedes No.17 issued 9-6-78 Copies to: City Council, City Manager, City Attorney, Department and Division Heads, Employee Bulletin Boards, Press, File 2. The City Council finds that the'report'entitled, "A Public Facilities Fee for the City of Carlsbad", dated July 3, 1979, accurately reflects the City's need for and lack of ability to provide public facilities and services to new development and it is hereby cipproved. The Council also finds that the continued development of the City, with the consequent increase in population and in the use of public facilities, will impose increased requirements for such facilities, including but not limited to parks, major streets, traffic signals, storm drains, bridges and public buildings, such as fire stations, police facilities, maintenance facilities, libraries and general offices. The necessity for such facilities results directly from nev; construction and the need cannot be met from ordinary City revenues. The most practical and equitable method of paying for such facilities is to impose a fee upon new development in-the City. Payment of such a fee will enable the City to fund a construction program to provide public facilities. If a development agrees to pay the public facilities fee established by this policy, the Council will be able to find that all necessary public facilities and services will be available concurrent with-need and that the requirements of the Public Facilities Element have been met. If that finding cannot be made, the City Council will be required to disapprove the development. 3. Prior to approval of any zoning, rezoning, development or redevelopment proposal, the applicant shall pay or agree to pay a public facilities fee in the amount of 2% of the building permit valuation of the buildings or structures or $1,150 for each mobilehome space to be constructed pursuant to such approval. The fee shall be paid prior to issuance of building or other permits and shall be based on the valuation at that time. 4. A credit toward the fee impose'd .by this policy shall be given for land which has been dedicated for park purposes or for any fees paid in lieu thereof pursuant to Chapter 20.44 of the Carlsbad Municipal Code. . 5. All proceeds from the fee collected pursuant to this policy shall be paid into a special capital outlay fund of the City entitled, "Public Facilities Fund". The fund shall be used only for the purpose of acquiring, building, improving, expanding and equipping public property, and public improvements and facilities including but not limited to the following types of capital projects: Public buildings (such as fire stations, police facilities, maintenance and yard facilities, libraries and general city offices) parks, major streets, General Specific CIT* OF CARLSBAD COUNCIL POLICY STATEMENT Subject: Subject Requirements Necessary to satisfy the Public Facilities Element of the General Plan Page 3 of 4 Policy No. 17 Date Issued 8-29-79 Effective Date 8-29-79 Cancellation Date Supersedes No. 17 issued 9-6-78 Copies to: City Council, City Manager, City Attorney, Department and Division Heads, Employee Bulletin Boards, Press, File traffic signals, storm drains, bridges and other"similar projects as the Council may deem necessary and appropriate. Designation of expenditures of funds available from the fund shall be made by the City Council in the context of approval of the City's annual operating and capital improvements budget or at such other time as the Council may direct. 6. The following exceptions from payment of the fee shall apply: (a) The construction of a building or structure or mobilehome space which is a replacement for a building or space being removed from the same lot or parcel of land. The exception shall equal but not exceed the fee which would be payable hereunder if the building being replaced were'-being newly constructed. If the fee imposed on the new building exceeds the amount of this exception, such excess shall be paid. " (b) Accessory buildings or structures in mobilehome parks, such as a club house, swimming pool, or laundry facilities. (c) Buildings or structures which are clearly accessory to an existing use such as fences, pools, patios and automobile garages. (d) The City Council may grant an exception for a low cost housing project where the City Council finds such project consistent with the Housing Element of the General Plan and that such exception is necessary. In approving an exception for low cost housing the City Council may attach conditions, including limitations on rent or income levels of tenants. If the City Council finds a project is not being operated as a low cost housing project in accordance with 'all applicable conditions, the fee, which would otherwise be imposed by this chapter, shall immediately become due and payable. 7. There is excluded from the fee imposed by this policy: (a) Any person when imposition of such fee upon that person would be in violation of the Constitution and laws of the United States or the State of California. (b) The construction of any building by a nonprofit corporatioi exclusively for religious, educational, hospital or charitable purposes. ' - .' * n General Specific C. i OF CARLSBAD COUNCIL POLICY STATEMENT Subject: ' Requirements Necessary to satisfy the Public Subject: Facilities Element of the General Plan J ... i _ — _ __, . — . _, °age 4 of 4 policy No. 17 Date Issued 8-29-79 Effective Date 8-29-79 Cancellation Date Supersedes No. 17 issued__ '' 9-6-78 Copies to: City Council, City Manager, City Attorney, Department and Division Heads, Employee Bulletin Boards, Press, File 5 (c) The construction of any building by the City of Carlsbad, the United States or any department or agency thereof or by the State of California or any department, agency or political subdivision thereof. 8. The City Manager shall be responsible for the administration and enforcement of this policy. His decisions may be appealed to the City Council whose decision shall be final.