HomeMy WebLinkAboutPC 14-22; Taylor, David and Debra; 2014-0313511; Neighborhood Improvement Agreement/Releasel^()
RECORDING REQUESTED BY:
CITY OF CARLSBAD
1635 Faraday Avenue
Carlsbad, CA 92008
WHEN RECORDED MAIL TO:
City Clerk
CITY OF CARLSBAD
1200 Carlsbad Village Drive
Carlsbad, CA 92008
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2014-03135-
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JUL 24, 2014 2:12 PM
OFFICIAL RECORDS
SAN DIEGO COUNTY RECORDER'S OFFICE
ErnesU. Dronenburg, Jr., COUNTY RECORDER
FEES: 54.00
PAGES: 14
Space above this line for Recorder's use.
CITY OF CARLSBAD
NEIGHBORHOOD IMPROVEMENT AGREEMENT
Permit No.
Parcel No.
NIA No.
PC 14-22
155-221-08-00
14-08
9 I THIS AGREEMENT (the "Agreement") is made this 1 day of
20M by and between the City of Carlsbad, a municipal corporation (the "City"),
and, David Yoffe Taylor and Debra Ann Taylor, Trustees of the Taylor Family Trust (the
"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 ofthe 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
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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 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 ofthe 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 ofthe Improvements.
7. For properties subject to the Alternative Streets Design process adopted by City
Council Resolution, no assessment district shall be formed until completion ofthe
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 Lew 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
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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.
Section 3.02 Owner's Grant of a Proxy to the Citv 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 othenwise 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
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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.
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.
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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 ofthe 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 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 ofthe 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 ofthis 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:
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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 ofthe imposition ofthe 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.
C. 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.
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 in the
office ofthe San Diego County Recorder.
Section 6. General Provisions.
Section 6.01 Conflict with Other Agreements or Requirements of the Citv.
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 ofthe 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
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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
ofthe agreements ofthe 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 ofthe same in any United States Post Office in California, registered or certified,
postage prepaid, addressed as follows:
Owner: David and Debra Taylor
2371 Buena Vista Cr
Carlsbad CA 92008
City: 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 ofthe successors and assigns ofthe 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 ofthe 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 ofthis Agreement thereafter.
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.
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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 ofthe
Property.
[End of page. Next page is signature page.]
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[Sign^ure Page]
Signed by the Owner this _ _ day of _
OWNER: David Yoffe Taylor and Debra Ann,
Taylor, Trustees of the T^lor Family Trust
By:
(Sign here)
David Yoffe Tavlor
(Print name here)
Owner
(Title)
By: V \^J,>tS\.^ ^r^^TW^^..
(Sign here) ' I
Debra Ann Tavlor
(Print name here)
Owner
(Title)
(Proper notary acknowledgement of execution by Owner must be attached.)
(Chairman, president or vice-president and secretary, assistant secretary, CFO or assistant
treasurer must sign for corporations. Othenwise, a corporation must attach a resolution certified
by the secretary or assistant secretary under corporate seal empowering the officer(s) signing to
bind the corporation.)
CITY OF CARLSBAD,
A municipal corporation ofthe
State of California
KEVIN CRAWFORD
Interim CMjfy Man^e^
nx Bv: C.//i^A^ y
City Engineer
APPROVED AS TO FORM:
CELIA BREWER
City Attorney
'RON KEMP
Assistant City Attorney
EXHIBIT A
LEGAL DESCRIPTION OF THE PROPERTY
Lot 8 of Buena Vista Gardens, in the City of Carlsbad, County of San Diego, State of
California, according to Map thereof No. 2492, filed in the Office ofthe County Recorder
of San Diego County, August 4, 1948.
Together with that portion of Buena Vista Circle lying adjacent to said Lot 8 on the East,
as closed by Resolution recorded January 7, 1970, as File No. 2792 of Official Records.
Excepting therefrom that portion lying within the following described boundary lines:
Beginning at a point in the Northeasterly line of said Lot 8, which is distant South 65° 14'
40" 66.56 feet from the most Northerly corner of said Lot; thence along said
Northeasterly line South 65° 14' 40" East 81.74 feet to the most Easterly corner of said
Lot; thence along the Easterly line of said Lot South 31° 14' 40" West 5.38 feet to the
beginning of a tangent curve concave Easterly having a radius of 28.18 feet and thence
Southerly along said curve 8.62 feet; thence Northwesterly in a straight line to the Point
of Beginning.
Also excepting therefrom any portion lying below the high water line of the Buena Vista
lagoon.
APN: 155-221-08-00
10
EXHIBIT B
DESCRIPTION OF THE IIVIPROVEIVIENTS
One halfstreet improvements: pavement preparation, paving, base, sidewalks, curbs
and gutters, clear & grub, grading, fire hydrants and relocation of utilities.
EXHIBIT C
THE ASSESSIVIENT
Quantity Cost
PAVING 1882.745 SF $3,295
BASE 2137.17 SF $1,496
SIDEWALK 358.85 SF $1,435
CURB & GUTTER 71.77 LF $1,435
PAVEIVIENT PREP. 1882.745 SF $941
CLEAR & GRUB 3053.1 SF $1,069
UNDERGROUND UTILITIES 101.77 LF $15,266
SEWER LF $0
WATER LF $0
FIRE HYDRANT F 0.3 EA $1,357
STREET LIGHT F 0.3 EA $2,035
DRIVEWAY APROACH 300 SF $2,100
SUBTOTAL $30,429
DESIGN (15%) $4,564
CONTINGENCY (20%) $6,086
ASSESS. DISTRICT COST $2,500
PLAN CHECK $730
INSPECTION $365
TOTAL $44,675
12
CAUFORNIA ALL-PURPOSE ACKWOWLEPOMEMT
} state of California
County of
nn' ' before hie, —.—^ ^
personally appeared:
~Ta^\nV ——— •
virtio proved to me on fhe tMsis erf satisfactory ev^^
be the peison(s) whose name(8))Brare subecribed to the
wtthin instrument and acknowledged to me that
lW^)e^ eNBCUted the same in bfe^^
aip§c%(ie8). and that h^B^^M^^
instalment ttie pei8on(6). or ttie enttty upon behalf of
which flie pefson(8) acted. eNBCUted tfie instrUmenL 1 OFFICIAL SEAL
BREANA AGUIRRE
NOTARY PUBLIC-CALIFORNIA a
COMM. NO. 1976745 -
SAN DIEGO COUNTY
MY COMM. EXP. APR. 29. 2016 J
I certify under PENALTY OF PERJURY under ttie laws
of ttie Stete of Califomia ttiat ttie foregoing paragraph is
true and conecL
WITNESS my hand
Place Notary Seal Above
Signatuea
OPTIONAL
dNoSyMfc
TtKHi^ ttte Mmiia&m below is not mqiitedty law, H may pmm vak^^
Description of Attached Document
TWe or Type of Document:
Document Date:.
IDocument . •
Number of Pages:
Signer(s) Other Than Named Above:
Capacity(ies) Cfaimed by Signei<8)
SigneilB Name:.
• Individual
• CorpoiHle Officer—Tille(8):
• F^artner—•Limited • General
• Attomey in Fiact
• Trustee
• Guardian or Conservator
• Olhen_ .
Signer Is f=tepfesenting:
ibp of 'thumb here
Signer^ Name:
• individual
• Corpoiale Officer—Tilie(8):
• l^artner—OUmiled • General
• Atlom^inF^
•IhJslee
• Guardian or Conservator
• Ottier i_
Signer Is RepresenMng:
Ibp drViutnb here
O2a(7NalianalNaiary>tesodalian<S350DeSaloAve.,RaBaKS40^ HemfSSOT neaider:C8l'R»lim1-800.87»e8Z7
CALIFORNIA ALL-PURPOSE
CERTIFICATE OF ACKNOWLEDGMENT
State of Califomia
County of Savn AIT^^A
On 7 /^ //<V before me, C-TOt^lla Ft^rAaindtSZ . hc^frify PuLl
' M-lprp incprt namp anri title of the officer^ '
i<L.
personally appeared
(Here insert name and title of the officer)
who proved to me on the basis of satisfactory evidence to be the person(ir)^whose name^is/are'subscribed to
the within instrument and acknowledged to me that he/shc/tbejT'executed the same in his/heffthcif authorized
capacity(i6s); and that by his/her/fb^ signature^s^-on the instrument the person(s)ror the entity upon behalf of
which the person(s^ acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of Califomia that the foregoing paragraph
is true and correct.
CECELIA FERNANDEZ
Commltiion # 19W3SS
WITNESS my hand and official seal. liS9D • CtWowto
Signature ofNotary Public
(Notary Seal)
1 SinDltg&CottMy ^
My Comm. Expiftg Oct 30.20nl
ADDITIONAL OPTIONAL INFORMATION
DESCRIPTION OF THE ATTACHED DOCUMENT
(Title or description'of attached document)
Pr^KWif AJa. Pc iH'i-z PafCiTlNo.\5S-2zi-ou
(Title or description of attacVied document continued)
Number of Pages DocumenlDate
(Additional information)
CAPACITY CLAIMED BY THE SIGNER
• Individual (s)
• Corporate Officer
(Title)
• Partner(s)
• Attomey-in-Fact
• Trustee(s)
• Other
INSTRUCTIONS FOR COMPLETING THIS FORM
Any acknowledgment completed in California must contain verbiage exactly as
appears above in the notary section or a separate acknowledgment form must be
properly completed and attached to that document. The only exception is if a
document is to be recorded outside of Califomia. In such instances, any alternalive
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verbiage does not require the notary to do something that is illegal for a notary in
California (i.e. certifying the authorized capacity of the signer). Please check the
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signer(s) personally appeared before the notary public for acknowledgment.
• Date of notarization must be the date that the signer(s) personally appeared which
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commission followed by a comma and then your title (notary public).
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