HomeMy WebLinkAboutCDP 2019-0015; 2465 JEFFERSON STREET; Coastal Development Permit (CDP)Ccicyof
Carlsbad
LAND USE REVIEW
APPLICATION
P-1
Development Services
Planning Division
1635 Faraday Avenue
(760) 602-4610
www.carlsbadca.gov
APPLICATIONS APPLIED FOR: (CHECK BOXES)
Development Permits (FOR DEPT. USE ONLY) Legislative Permits (FOR DEPT. USE ONLY)
0 Coastal Development Permit O Minor
D Conditional Use Permit
D Minor O Extension
D Day Care (Large)
D Environmental Impact Assessment
D Habitat Management Permit
D Hillside Development Permit
0 Minor
D Minor
D Nonconforming Construction Permit
D Planned Development Permit D Minor
D Residential D Non-Residential
D Planning Commission Determination
D Reasonable Accommodation
D Site Development Plan D Minor
D Special Use Permit
D Tentative Parcel Map (Minor Subdivision)
D Tentative Tract Map (Major Subdivision)
0 Variance 0 Minor
c, r,)~
2,A > I .9 -00/C D General Plan Amendment
D Local Coastal Program Amendment
D Master Plan
D Specific Plan
D Zone Change
D Amendment
□Amendment
D Zone Code Amendment
South Carlsbad Coastal Review Area Permits
D Review Permit
0 Administrative D Minor O Major
Village Review Area Permits
D Review Permit
D Administrative D Minor D Major B
NOTE: A PROPOSED PROJECT REQUIRING MULTIPLE APPLICATIONS MUST BE SUBMITTED PRIOR TO 3:30 P.M. A PROPOSED PROJECT REQUIRING ONLY ONE
APPLICATION MUST BE SUBMITTED PRIOR TO 4:00 P .M.
ASSESSOR PARCEL NO(S).: 155-140-10-00
PROJECT NAME: Sauer Residence
BRIEF DESCRIPTION OF PROJECT: Remodel and 2,453 SF addition to existing 2-story single family home
PROJECT VALUE
(SITE IMPROVEMENTS) ESTIMATED COMPLETION DATE
LOCATION OF PROJECT: 2465 Jefferson Street 92008
ON THE:
BETWEEN
P-1
West
(NORTH, SOUTH, EAST, WEST)
Las Flores Drive
(NAME OF STREET)
SIDE OF
AND
Page 1 of 6
STREET ADDRESS
Jefferson Street
(NAME OF STREET)
Buena Vista Way
(NAME OF STREET)
Revised 09/16
! -OWNER NAME (Print): Carefree Holdings LLC APPLICANT NAME (Print): Chris Sauer -nt,1.v '\ G"fl
MAILING ADDRESS: 44 Cook Street, Suite 100 MAILING ADDRESS: 755 Joy Lake Road
CITY, STATE, ZIP: Denver CO 80206 CITY, STATE, ZIP: Reno NV 89511
TELEPHONE: 775 657-0717 TELEPHONE: 775 657-0717
EMAIL ADDRESS: sauerdid@hotmail.com EMAIL ADDRESS: sauerdid@hotmail.com
I CERTIFY THAT I AM THE LEGAL OWNER AND THAT ALL THE ABOVE I CERTIFY THAT I AM THE LEGAL REPRESENTATIVE OF THE OWNER
INFORMATION IS TRUE AND CORRECT TO THE BEST OF MY AND THAT ALL THE ABOVE INFORMATION IS TRUE AND CORRECT TO
KNOWLEDGE. I CERTIFY AS LEGAL OWNER THAT THE APPLICANT AS THE BEST OF MY KNOWLEDGE.
SET FORTH HEREIN IS MY AUTHORIZED REPRESENTATIVE FOR ~ PURPOSES ~LIGATION.
S(2~L12 s/1-"/11
SIGNATURE ff\/tN/fG4.., DATE SIGNATURE DATE
APPLICANT'S REPRESENTATIVE (Print): Carlos Architect , Inc. (Andrew Carlos AIA)
MAILING ADDRESS: 3327 Adams Street
CITY, STATE, ZIP: Carlsbad CA 92008
TELEPHONE: 760-576-3996
EMAIL ADDRESS: info@andrewcarlosarchitect.com
I CERTIFY THAT I AM THE REPRESENTATIVE OF THE APPLICANT FOR
PURPOSES OF THIS APPLICATION AND THAT ALL THE ABOVE
INFORMATION IS TRUE AND CORRECT TO THE BEST OF MY
KNOWLEDGE.
Andrew R Carlos g~:!"~\~~;"~\:.~:~;~~· 5-27-19
SIGNATURE DATE
IN THE PROCESS OF REVIEWING THIS APPLICATION IT MAY BE NECESSARY FOR MEMBERS OF CITY STAFF, PLANNING
COMMISSIONERS 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.
NOTICE OF RESTRICTION: PROPERTY OWNER ACKNOWLEDGES AND CONSENTS TO A NOTICE OF RESTRICTION BEING
RECORDED ON THE TITLE TO HIS PROPERTY IF CONDITIONED FOR THE APPLICANT. NOTICE OF RESTRICTIONS RUN WITH
THE LAND AND Bl~CESSORS IN INTEREST.
PROPERTY OWNER SIGNATURE fV\~
FOR CITY USE ONLY
P-1 Page 2 of6
.RPcr~f'lED
MAY 3 0 2019
r:,-,,1, ( .. ··· l-, , 'L r··ar. J ... ,, ,:\,~\ ,\.,') j -\0
DATE ri:~~ APPL'.i~-xg~~~CEIVED
RECEIVED BY:
Revised 09/16
{'cicyof
Carlsbad
DISCLOSURE STATEMENT
P-1(A)
Development Services
Planning Division
1635 Faraday Avenue
(760) 602-4610
www.carlsbadca.gov
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 defined as "Any individual, firm, co-partnership, joint venture, association, social club, fraternal
organization, corporation, estate, trust, receiver, syndicate, in this and any other county, city and county,
city municipality, district or other political subdivision or any other group or combination acting as a unit."
Agents may sign this document; however, the legal name and entity of the applicant and property owner
must be provided below.
1. APPLICANT (Not the applicant's agent)
Provide the COMPLETE, LEGAL names and addresses of ALL persons having a
financial interest in the application. If the applicant includes a corporation or partnership,
include the names, titles, addresses of all individuals owning more than 10% of the
shares. IF NO INDIVIDUALS, OWN MORE THAN 10% OF THE SHARES, PLEASE
INDICATE NON-APPLICABLE (N/A) IN THE SPACE BELOW. If a publicly-owned
corporation, include the names, titles, and addresses of the corporate officers. (A
separate page mJ be attached if necessary.) tJ [ vJ C LJ../J , (' '/\ r-v I' ,A l(H'l,(£ (1-ot.-1)1 ,J 6S U.. 0 ( oO f • Person DJ':'.U f-1().t t-Corp/Part Vt '
Title fl\ thv~Gf)'t Title_.....,.a0a.....w.......aNefL _______ ----,,-__
Address1S~ Jo" LA<,es'P-D/l6r,.<J,NJ ~qS'j( Address 44 CooK. J-c St~tOO I~ C,.o Bo'Uio
2. OWNER (Not the owner's agent)
P-1(A)
Provide the COMPLETE, LEGAL names and addresses of ALL 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 corporation or partnership, include the names, titles, addresses of
all individuals owning more than 10% of the shares. IF NO INDIVIDUALS OWN MORE
THAN 10% OF THE SHARES, PLEASE INDICATE NON-APPLICABLE (N/A) IN THE
SPACE BELOW. If a publicly-owned corporation, include the names, titles, and
addresses of the corporate officers. (A separate page may be attached if necessary.) fT J
Person L Wl iJ S Avd-Corp/Part CPrl-ff/1.c'"( fit>c..iJ,"1<;g 1 l-L-(!_, L ( oO 1-
Title MAtJ A~ Title----'O=-u.i.;:.;...,..~-'-=--...a....-.-------
Address ~ J 0\j LAA" f<-V Address 44-C.OoK Si" I S1e. loD I IX/V~, (} 8oiof,
f2_€N-fJ JJ v aqn,
Page 1 of 2 Revised 07 /10
3. NON-PROFIT ORGANIZATION OR TRUST
If any person identified pursuant to (1) or (2) above is a nonprofit organization or a trust,
list the names and addresses of ANY person serving as an officer or director of the non-
profit organization or as trustee or beneficiary of the.
Non Profit/Trust. ___ ...______ Non Profit/Trust _________ _
Title Title --------------------------
Address Address ----------------------
4. Have you had more than $500 worth of business transacted with any member of City
staff, Boards, Commissions, Committees and/or Council within the past twelve (12)
months?
D Yes W'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.
Signature of owner/date
~ s/21f9 lfVW~
Signature of applicant/date
Print or type name of owner
Andrew R Carlos Digitally signed by Andrew R Carlos
Date: 2018.07.03 21 :46:01 -07'00'
Print or type name of applicant
Signature of owner/applicant's agent if applicable/date
Andrew Carlos AIA
Print or type name of owner/applicant's agent
P-1(A) Page 2 of 2 Revised 07/10
Ccicyof
Carlsbad
r'
PROJECT DESCRIPTION
P-1(8)
PROJECT NAME: Sauer Residence
APPLICANT NAME: Chris Sauer
Development Services
Planning Division
1635 Faraday Avenue
(760) 602-4610
www.carlsbadca.gov
--------------------------
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.
Description/Explanation:
See attached
P-1(B) Page 1 of 1 Revised 07 /1 O
Ccityof
Carlsbad
HAZARDOUS WASTE
AND SUBSTANCES
STATEMENT
P-1(C)
Development Services
Planning Division
1635 Faraday Avenue
(760) 602-4610
www.carlsbadca.gov
Consultation of Lists of Sites Related to Hazardous Wastes
(Certification of Compliance with Government Code Section 65962.5)
Pursuant to State of California Government Code Section 65962.5, I have consulted the
Hazardous Waste and Substances Sites List compiled by the California Environmental
Protection Agency and hereby certify that (check one):
Iii The development project and any alternatives proposed in this application are not contained on the
lists compiled pursuant to Section 65962.5 of the State Government Code.
D The development project and any alternatives proposed in this application !!! contained on the lists
compiled pursuant to Section 65962.5 of the State Government Code.
APPLICANT
Name:Chris Sauer -fviA-NA~
Address: 755 Joy Lake Road
Reno NV 89511
Phone Number: 77 5 65 7 -0717
PROPERTY OWNER
Name: Carefree Holdings LLC
Address: 44 Cook Street, Suite 100
Denver, CO 80206
Phone Number: 775 657-0717
Address of Site: 2465 Jefferson Street, Carlsbad CA 92008
Local Agency (City and County): Carlsbad -San Diego County -CA
Assessor's book, page, and parcel number:_1_5_5_-_1_4_0_-1_0_-0_0 ____________ _
specify list(s): CalEPA-Cortese list data resources (all named lists)
Regulatory Identification Number:_N_/_A ____________________ _
Date of List: 4-8-17 -----------------------------
Andrew R Carlos Digitally signed by Andrew R Carlos
Date: 2018.07.03 22:17:06 -07'00'
Applicant Signature/Date Property Owner Signature/Date
The Hazardous Waste and Substances Sites List (Cortese List) is used by the State, local
agencies and developers to comply with the California Environmental Quality Act requirements
in providing information about the location of hazardous materials release sites.
P-1(C) Page 1 of2 Revised 02/13
Per the California Environmental Protection Agency's website, 'While Government Code
Section 65962.5 [referred to as the Cortese List] makes reference to the preparation of a "list,"
many changes have occurred related to web-based information access since [the amended
statute's effective date in] 1992 and this information is now largely available on the Internet sites
of the responsible organizations. Those requesting a copy of the Cortese "list" are now referred
directly to the appropriate information resources contained on the Internet web sites of the
boards or departments that are referenced in the statute."
Below is a list of agencies that maintain information regarding hazardous waste and substances
sites.
Department of Toxic Substances Control
www.calepa.ca.gov/sitecleanup/CorteseList/default.htm
www.calepa.ca.gov/database/calsites
www.envirostor.dtsc.ca.gov/public
EnviroStor Help Desk (916) 323-3400
State Water Resources Control Board
http://geotracker.waterboards.ca.gov/
County of San Diego
Department of Environmental Health Services
www.co.san-diego.ca.us/deh
Hazardous Materials Division
www.sdcounty.ca.gov/deh/hazmat/hazmat permits.html
Mailing Address:
County of San Diego Department of Environmental Health
P.O. Box 129261
San Diego, CA 92112-9261
Call Duty Specialist for technical questions at (858) 505-6880, fax (858) 505-6868 (fax)
Environmental Protection Agency
National Priorities Sites ("Superfund" or "CERCLIS")
www.epa.gov/superfund/sites/cursites
(800) 424-9346 or (702) 284-8214
National Priorities List Sites in the United States
www.epa.gov/superfund/sites/npl/npl. htm
P-1(C) Page 2 of 2 Revised 02/13
f
Date Filed: 5-28-19
ENVIRONMENTAL INFORMATION FORM
(To be Completed by Applicant)
(To be completed by City)
Application Number(s): _C....,rf>::.:..-d-......,;;..0.;_1'1-=--....;O;..._0..:..I ~;;:__ ______________ _
General Information
1. Name of project: Sauer Residence
2. Name of developer or project sponsor: Chris Sauer -----------------
Address: 2465 Jefferson Street
City, State, Zip Code: Carlsbad CA 92008
Phone Number: 775 -657-0717
3. Name of person to be contacted concerning this project: Andrew Carlos AIA
Address: 3327 Adams Street
City, State, Zip Code: Carlsbad CA 92008
Phone Number: 760-579-3996
4. Address of Project: 2465 Jefferson Street
Assessor's Parcel Number: 155-140-1 0-00
5.
6.
7.
8.
9.
--------------------
~ist a~d describe any other related permits and other public approvals required for this project
including those required by city, regional, state and federal agencies: '
Coastal Development Permit
Existing General Plan Land Use Designation: R4 Residential ---------------
Existing zoning district: R 1-Coastal Ovelay
Existing land use(s): Single Family Residential
Proposed use of site (Project for which this form is filed): Single Family Residential
Project Description
10. Site size: 26,602 (.61 Acres)
11. Proposed Building square footage: 6,774 SF ------------------
12: Number of floors of construction: Two(2) Floors __ ....;..._; ______________ _
13. Amount of off-street parking provided: Four (4 ). 2 existing and 2 proposed
14. Associated projects: n/a ----------------------
P-1(D) Page 2 of 4 Revised 07/10
15. If residential, include the number of units and schedule of unit sizes: ________ _
Proposed Remodel and 2nd story addition to existing Primary Dwelling Unit
Existing Area 4,321 SF including garage -Proposed Addition 2,453 SF
Total proposed primary unit 6,774 SF including garages
16. If commercial, indicate the type, whether neighborhood, city or regionally oriented, square footage
of sales area, and loading facilities: ___________________ _
n/a
17. If industrial, indicate type, estimated employment per shift, and loading facilities: ____ _
n/a
18. If institutional, indicate the major function, estimated employment per shift, estimated occupancy,
loading facilities, and community benefits to be derived from the project: _______ _
n/a
19. If the project involves a variance, conditional use or rezoning applications, state this and indicate
clearly why the application is required: __________________ _
n/a
P-1(D) Page 3 of 4 Revised 07/10
Are the following items applicable to the project or its effects? Discuss all items checked yes (attach
additional sheets as necessary).
Yes No
20. Change in existing features of any bays, tidelands, beaches, or hills, or substantial D 0
alteration of ground contours.
21. Change in scenic views or vistas from existing residential areas or public lands or D 0
roads.
22. Change in pattern, scale or character of general area of project. D 0
23. Significant amounts of solid waste or litter. D 0
24. Change in dust, ash, smoke, fumes or odors in vicinity. D 0
25. Change in ocean, bay, lake, stream or ground water quality or quantity, or D 0
alteration of existing drainage patterns.
26. Substantial change in existing noise or vibration levels in the vicinity. D 0
27. Site on filled land or on slope of 1 0 percent or more. D 0
28. Use of disposal of potentially hazardous materials, such as toxic substances, D 0
flammables or explosives.
29. Substantial change in demand for municipal services {police, fire, water, sewage, D 0
etc.).
30. Substantially increase fossil fuel consumption {electricity, oil, natural gas, etc.). D 0
31. Relationship to a larger project or series of projects. D 0
Environmental Setting
Attach sheets that include a response to the following questions:
32. Describe the project site as it exists before the project, including information on topography, soil
stability, plants and animals, and any cultural, historical or scenic aspects. Describe any existing
structures on the site, and the use of the structures. Attach photographs of the site. Snapshots
or Polaroid photos will be accepted.
33. Describe the surrounding properties, including information on plants and animals and any
cultural, historical or scenic aspects. Indicate the type of land use {residential, commercial, etc.),
intensity of land use {one-family, apartment houses, shops, department stores, etc.), and scale of
development {height, frontage, set-back, rear yard, etc.). Attach photographs of the vicinity.
Snapshots or polaroid photos will be accepted.
Certification
I hereby certify that the statements furnished above and in the attached exhibits present the data and
information required for this initial evaluation to the best of my ability, and that the facts, statements, and
information presented are true and correct to the best of my knowledge and belief.
Date: 27 May 2019 Signature: --~--------------
For: Chris Sauer
P-1(0) Page 4 of 4 Revised 07 /10
Ccicyof
Carlsbad
MINOR
COASTAL DEVELOPMENT PERMIT/
SINGLE FAMILY RESIDENCE
APPLICATION
Development Services
Planning Division
1635 Faraday Avenue
(760) 602-4610
www.carlsbadca.gov P-6
A proposed project requiring multiple applications must be submitted prior to 3:30 p.m. A
proposed project requiring only one application must be submitted prior to 4:00 p.m.
All joint application exhibits, i.e. Tentative Map and Planned Development Site Plan should be prepared
at the same scale. (Use a scale no smaller than 1" = 40' .)
I. GENERAL BACKGROUND
A. Estimated Cost of Development:
Development costing $60,000 or more does not qualify as a Minor Coastal Development Permit.
The City Planner shall make the final determination regarding a project's cost of development.
The primary basis for determining cost of development will be the application of dollar costs per
square foot for different types of residential construction. These costs are set by the
International Conference of Building Officials (ICBO) and are applied throughout San Diego
County.
Please complete the following information to assist in the determination of this project's cost of
development (Contractor proposals may also be submitted for consideration by the City
Planner). Please refer to the current fee schedule for the appropriate $/square foot fee rate.
⇒
⇒
⇒
⇒
⇒
New Residential Square Footage: UNIT COST BASED ON 2016 ICC· BVD -0217
______ squarefeetx$ ___ ---'/sq.ft.=$ ________ _
Residential Addition Square Footage:
2,453 square feet x $ 113.85 /sq. ft. = $_2_7_9_,2_7_4._0_5 _____ _
Any Garage Square Footage:
______ square feet x $ ___ -'/sq. ft. = $ _________ _
Residential Conversion Square Footage:
______ square feet x $ ____ ./sq. ft. = $ _________ _
Please contact the City of Carlsbad Building Division for current fee rate for Non-
Residential uses (i.e. Retail/Store; Restaurants; Office; and Manufacturing/Warehouse
uses.)
______ square feet x $ __ /sq. ft. = $ __________ _
COST OF DEVELOPMENT ESTIMATE: $_2_7_9,_2_74_.0_5 ________ _
B. Do you wish to apply for:
1. A Minor Coastal Development Permit (Under $60,000 cost estimate) D
2. A Coastal Development Permit ($60,000 or more cost estimate) ~
C. Street address of proposed development
2465 Jefferson Street, Carlsbad CA 92008
P-6 Page 1 of6 Revised 08/16
D. Assessor's Parcel Number of proposed development
155-140-10-00
E. Development Description:
Briefly describe project: _______________________ _
2,453 SF addition and remodel to existing two story single family home
F. Describe the present land uses (i.e. vacant land, single family homes, apartments, offices,
etc.) that surround the proposed development to the:
North: SINGLE FAMILY RESIDENTIAL
South: Multi Family RESIDENTIAL
East: Single and Multi FAMILY RESIDENTIAL
West: undeveloped
G. Is project located within a 100-year flood plain? 0Yes Ilg No
II. PRESENT USE OF PROPERTY
A. Are there existing structures on the property? ~Yes D No
If yes, please describe.
Existing two story single family home
B. Will any existing structure be removed/demolished? [ii Yes D No
If yes to either question, describe the extent of the demolition or removal, including the relocation
site, if applicable (also show on plans).
90% OF EXTERIOR WALLS TO REMAIN-Interior walls reconfigured-Portion of roof removed for second story
addition
Ill. LOT COVERAGE
P-6
A. Existing and Proposed
Building Coverage
Landscaped Area
Hardscape Area
Unimproved Area (Left Natural)
Gross lot area: 26,603 SF
Existing Pro12osed
3,567 sq. ft. 526 sq. ft.
6,841 sq. ft. -1200 sq. ft.
2,202 sq. ft. 674 sq. ft.
13,993 sq. ft. 0 sq. ft.
Page 2 of6
4,093
5,641
2,876
13,993
Total
sq. ft.
sq. ft.
sq. ft.
sq. ft.
Revised 08/16
15 %
21 %
10 %
52 %
..,
P-6
B. Parking: Number of existing spaces _2_co_v_e_re_d ____ _
Number of new spaces proposed 2 covered
Existing/Proposed TOTAL: _ .... 4..,.s=ta=lls....__ ___ _
Number of total spaces required ________ _
Number of covered spaces _4 ______ _
Number of uncovered spaces ___.;;.o ______ _
Number of standard spaces 8.5' X 19 PROVIDED
Number of compact spaces _N_/A ______ _
Is tandem parking existing? D Yes # __ 00 No
Is tandem parking proposed? ~Yes# __ D No
C. Grade Alteration:
Is any grading proposed? D Yes 00 No
If yes, please complete the following:
1. Amount of cut _O __________________ cu. yds.
2. Amount of fill TBD redistrubution of pool spoils cu. yds.
3. Maximum height of fill slope _n_l_a ____________ feet
Maximum height of cut slope n/a feet -------------4.
5. Amount of import or export 50 export of excess spoils cu. yds.
6. Location of borrow or disposal site ________________ _
Page 3 of 6 Revised 08/16
City of Carlsbad Climate Action Plan Consistency Checklist
STEP 2: CAP ORDINANCE COMPLIANCE REQUIREMENTS
Completion of this checklist will document a project's compliance with CAP ordinances, and in turn,
demonstrate consistency with the applicable measures and actions of the CAP. The compliance
requirements in this Step 2 apply to development projects that require a building permit. All other
development projects shall implement all emissions-related mitigation measures from the General Plan
Update EIR.
Project No./Name:
Property Address/APN: ,rr-140-,o •co
Applicant Name/Co.:
Applicant Address:
Contact Phone: C:1-\)1,\fi $1,4,\•rL ContactEmail: -s'C\&-t~~ ,~@ ko'hMcn I,
t'OW\
Contact information of person completing this checklist (if different than above):
Name: AN0"-9,\) ~ ContactPhone: 7(1() ,10, JC/t:/(t
Company name/address: CA-fl-L,t)S A1'0I ,,ac,·S:l/11»t. ,'11"0 (!J o,11o/V-t'IN C:,, rl l!J~ ffl 2 All~6F-,zoac5 tJtll'Ufi~c.,_, ~c,.,
Use the table below to deterlnf Jcfi sections of the Ordinance Compliance checklist are applicable to your
project. If your project includes alterations or additions to an existing building, please contact the Carlsbad
Building Division for assistance in estimating building permit valuation, by phone at 760-602-2719 or by email at
building@carlsbadca.gov.
Estimated Building Permit Valuation (BPV): $ '2. 7-, I 21 'f-• () S""'
Construction Type Complete Sedion(s) Notes:
D Residential
D New construction I 2A, 3A and 4A
)( Alterations:
~ BPV 2!: $60,000 1A All residential alterations
D BPV 2!: $60,000 1A and 4A 1-2 family dwellings and townhouses with attached garages
D Electrical service panel upgrade 4A only
Multi-family dwellings only where interior finishes are removed
D BPV 2!: $200,000 1A and 4A and significant site work and upgrades to structural and
mechanical, electrical, and/or plumbing systems are proposed
I D Nonresidential
D New construction I1s, 2B, 3B, 4B and 5
D Alterations:
P-30 Page 3 of 7 Revised 04/19
I
City of Carlsbad Climate Action Plan Consistency Checklist
□ BPV;,: $200,000 or additions ;,: 1,000 18,5 square feet
□ BPV;,: $1,000,000 18, 2B and 5 Building alterations of;,: 75% existing gross floor area
□ ;,: 2,000 sq. ft. new roof addition 2B and 5 1 B also applies if BPV;,: $200,000
Checklist Item
Check the appropriae boxes, explain al not applicciJle and exc.eption items, illd provide supporting calculations il1d documentation as necessary.
1. Energy Efficiency
Please refer to Carlsbad Ordinanc.e No. CS-347 and the California Green Building Standards Code (CAL Green) for more information when completing this
section.
A ll!C Residential addition or alteration ~ $60,000 building pennit valuation.
See Ord. CS-347, Section 8.
Year Built Single-family Requirements
~efore 1978 Select one:
□ Duct sealing Jttf..ttic insulation □ Cool roof
□ 1978 and later Select one:
□ Lighting package □ Water heating package
□ Between 1978 and 1990
□ 1991 and later
□ NIA ________ _
□ Exc.eption: Home energy score ~ 7
(attach c.ertification)
Multi-family Requirements
□ Attic insulation
Select one:
□ Attic insulation □ Duct Sealing □ Cool roof
Select one:
□ Lighting package □ Water heating package
B. D Nonresidential* new construction or alterations~ $200,000 building pennit valuation,
or additions~ 1,000 square feel □ NIA -----------See CAL Green Appendix A5, Discussion A5.2, as amended in CS-347, Section 3.
AS.203.1.1.1
□ Outdoor lighting: .90 Allowed Outdoor Lighting Power □ NIA
AS.203.1.1.2
□ Restaurant servic.e water heating (comply ¼ith California Energy Code Section 140.5, as amended) □ NIA
A5.203.1.2.1
Choose one as applicable: □ .95 Energy budget □ .90 Energy budget □ NIA
AS.21 1.1.**
□ On-site renewable energy □ NIA
AS.211.3**
□ Green power (if offered by local utility provider, 50% minimum renewable sourc.es) □ NIA
A5.212.1
□ Elevators and escalators □ NIA
A5.213.1
□ Steel framing □ NIA
P-30 Page 4 of 7 Revised 04/19
City of Carlsbad Climate Action Plan Consistency Checklist
* lndudes hotels/motels and high-rise residential buildings
•• For alterations~ $1 ,000,000 BPV and affecting > 75% existing gross floor area, or alterations that add 2,000 square feet of new roof addition: comply
with California Energy Code section 120.10 instead.
2. Photovoltaic Systems
A. I)( Residential new construction (for building permit applications submitted after 1/1/20). Refer to 2019 California Energy Code section
150.1 (c) 14 for requirements. Note: if project includes installation of an electric heat pump water heater pursuant to Carlsbad
ordinance CS-348, increase system size by .3kWdc if PV offset option is selected.
Floor Plan ID (use additional CFA #d.u. Calculated kl/I/de* Exception
sheets if necessary)
ltl/11,0 □ ------------
Total System Size:
kl/I/de= (CFAx.572) / 1,000 + (1.15 x #d.u.)
*Formula calculation Vvilere CFA = conditional floor area, #du= number of dv.ellings per plan type
If proposed system size is less than calculated size, please explain.
□
□
□
kl/I/de
B. D Nonresidential new construction or alterations ~$1,000,000 BPV and affecting ~75% existing floor area, or addition that increases roof
area by ~2,000 square feet Please refer to Carlsbad Ordinance CS-347, Section 6 when completing this section.
Choose one of the following methods:
□ Gross Floor Area (GFA) Method
GFA:
□ If < 1 O,OOOs.f. Enter: 5 kWdc
Min. System Size:
□ If~ 10,000s.f. calculate: 15 kWdcx (GFA/10,000) **
___ kWdc
**Round building size factor to nearest tenth, and round system size to nearest whole number.
□ Time-Dependent Valuation Method
Annual TDV Energy use:*** _____ _ x .80= Min. system size: ____ _ kWdc
***Attach calculation documentation using modeling software approved by the California Energy Commission.
P-30 Page 5 of 7 Revised 04/19
City of Carlsbad Climate Action Plan Consistency Checklist
3. Water Heating
A D Residential and hotel/motel new construction
Please refer to Carlsbad Ordinance CS-347 and CS-348 when completing this section.
D For systems serving individual dwelling units choose one:
D Heat pump water heater AND compact hot water distribution AND drain water heat recovery (low-rise
residential only)
D Heat pump water heater AND PV system .3 kWdc larger than required in CA Energy Code Section 120.10
(for high rise residential hotel/motel) or 150.1 (c) 14 (for low-rise residential)
D Heat pump water heater meeting Tier 3 or higher NEEA Advanced Water Heating Specification
D Solar water heating system that is either .60 solar savings fraction or 40 s.f. solar collectors
D Exception:
D For systems serving multiple dwelling units, install a central water-heating system with all of the following:
D Gas or propane water heating system
D Recirculation system per CS-347 (high-rise residential, hotel/motel) or CS-348 (low-rise residential)
D Solar water heating system that is either:
D .60 solar savings fraction or 40 s.f. solar collectors
D .40 solar savings fraction, plus drain water heat recovery
D Exception:
B. D Nonresidential new construction
Please refer to Carlsbad Ordinance CS-347 when completing this section.
D Water heating system derives at least 40% of its energy from one of the following (attach documentation):
D Solar-thermal D Photovoltaics D Recovered energy
D Water heating system is (choose one):
D Heat pump water heater
D Electric resistance water heater(s)
D Solar water heating system with .40 solar savings fraction
□ Exception:
4. Electric Vehicle Charging
A. ~esidential New construction and major alterations*
~a-~e refer to Carlsbad Ordinance CS-349 when completing this section.
D One and two-family residential dwelling or townhouse with attached garage:
ne EVSE ready parking space required D Exception :
D Multi-family residential :
Total Parking Spaces
Pro,:i sed Ca able
Calculations: Total EVSE spaces = .10 x Total parking (rounded up to nearest whole number)
EVSE Installed = Total EVSE Spaces x .50 (rounded up to nearest whole number)
EVSE other= Total EVSE spaces -EVSE Installed
Installed Total
ev4SEr,,,be,Ca;,;.R~;;;/;;JII/ Fett-474 pt,'~Jll)G, ~~
P-30 Page 6 of 7 Revised 04/19
City of Carlsbad Climate Action Plan Consistency Checklist
*Major alterations are: (1) for one and two-family dwellings and townhouses with attached garages, alterations have a building permit valuation ~
$60,000 or include an electrical service panel upgrade; (2) for multifamily dwellings (three units or more without attached garages), alterations have a
building permit valuation ~ $200,000, interior finishes are removed and significant site work and upgrades to structural and mechanical, electrical,
and/or plumbing systems are proposed.
B D Nonresidential new construction (includes hotels/motels) □ Exception ·
Total Parking Spaces EVSE Spaces
Proposed Capable Ready Installed Total
Calculation: Refer to the table below:
Total Number of Parking Spaces provided Number of required EV Spaces Number of required EVSE Installed
Spaces
□ 0-9 1 1
□ 10-25 2 1
□ 26-50 4 2
□ 51-75 6 3
□ 76-100 9 5
□ 101-150 12 6
□ 151-200 17 9
□ 201 and over 10 percent of total 50 percent of Required EV
Spaces
5. D Transportation Demand Management (TDM)
A List each proposed nonresidential use and gross floor area (GFA) allocated to each use.
B. Employee ADT/1,000 square feet is selected from the City of Carlsbad Employee ADT Table.
Use GFA Employee ADT/1 ,000 S.F. Total Employee ADT
Total
If total employee ADT is greater than or equal to 110 employee ADT, a TOM plan is required.
*NOTE: Nol\Mthstanding the 110 employee ADT threshold above, General Plan Mobility Element Policy 3-P.11 requires new development that adds
vehide traffic to vehide LOS-exempt street facilities to implement TOM and transportation system management strategies. Please consult INith City of
Carlsbad Land Development Engineering (LOE) staff to determine 'Mlether this policy applies to your project.
TOM plan required: Yes □ No □
LOE Staff Verification: □-----(staff initials)
P-30 Page 7 of 7 Revised 04/1 9
' Project Narrative
City of Carlsbad Development Services
1635 Faraday Ave, Carlsbad, CA 92008
carlos architects, inc.
Date: 27 May 2019
REGARDING: EIA Response and Environmental Setting Description -CDP for 2465 Jefferson Street, Carlsbad CA
92008 -Prepared by Carlos Architects, Inc.
ENVIRONMENTAL SETTING:
32. Describe the project site as it exists before the project, including information on topography, soil stability,
plants and animals, and any cultural, historical or scenic aspects. Describe any existing structures on the site, and
the use of the structures.
RESPONSE: The project site can be described as a 50's era two story ranch home and attached garage,
remodeled in the 1980's and located in an established coastal neighborhood. The property fronts Jefferson
Street to the east and the Buena Vista lagoon to the west. The property is fully fenced and offers access from
Jefferson Street where an existing concrete driveway, curb-cut and apron allow motor vehicles to access the site.
--The lot is surrounded on the north and
Fig. 1: Rear view of Property from Buena Vista Lagoon
south sides by other developed
properties. A single family property
resides to the north while a multi-family,
multi building facility is located to the
south. The topography of the site is
generally flat with the back yard area
sloping gently to an existing retaining wall
located between the developed yard and
undeveloped bluff area. There is no
development proposed west of the
retaining wall as it has been established
as the top of the bluff. The bluff slopes
down from the retaining wall to sea level.
The existing property is fully landscaped
with mature trees, lawns, shrubs and
planter beds. The bluff is not formally
landscaped and has a variety of native
and non-native planting including dense
cat-tails at the lagoon shoreline. No
significant animal life has been observed
and is unlikely due to the surrounding
Carlos Architects Inc. I 3327 Adams Street Carlsbad CA 92008 I 760.579.3996
Project Narrative
carlos architects, inc.
residential and public development.
No significant cultural or historic aspects are observed and were likely addressed when the subdivision was
graded and improved. The property is located adjacent to the Buena Vista Lagoon and hosts significant views of
the fresh water lagoon and ocean beyond. The proposed redevelopment of the existing single family residential
home will not significantly increase the exterior footprint or massing of the current home and will adhere to
zoning regulations for building height and horizontal setbacks. No development seaward of established
development "string line" measurements are proposed to minimize scenic impact to surrounding neighborhood
and the general public.
33. Describe the surrounding properties, including information on plants and animals and any cultural, historical
or scenic aspects. Indicate the type of land use (residential, commercial, etc.), intensity of land use (one-family,
apartment houses, shops, department stores, etc.), and scale of development {height, frontage, set-back, rear
yard, etc.).
RESPONSE: The properties surrounding the project site can be described as a mix of single family and multifamily
developments including associated public and private improvements. The existing single family residential
dwelling units are one (1) and two (2) story and a mix of 40's, S0's era homes an d newer custom and
redeveloped homes. Surrounding homes offer a variety of architectural styles and massing consisting of pitched
and flat roof lines. Building material consist of stucco, wood or composite siding both horizontal and vertical
type. Yards are established with mature lawns, plantings and trees and associated concrete hardscape. The
multi-unit developments are primarily apartments and condominium style multi-building facilities with a non-
descript aging aesthetic.
The topography in the neighborhood is a combination of level and gently sloping grades. Most developed sites
are level with slopes present as developed areas transition to sea level along the Buena Vista lagoon. Jefferson
Street appears to gradually slope from north to south. No significant animal life can be observed and is unlikely
due to the surrounding developed residential neighborhood. No significant cultural or historic aspects are
observed and were likely addressed when the subdivision was graded and improved.
Fig. 2 -Front elevation view of property
Carlos Architects Inc. I 3327 Adams Street Carlsbad CA 92008 I 760.579.3996 21 Page
Project Na rrative
carlos architects, inc.
Fig. 3 -Front elevation view of property looking south
Fig. 4 -Front elevation view of property looking north
Carlos Architects Inc. I 3327 Adams Street Carlsbad CA 92008 I 760.579.3996 3 I Page
. .
Project Narrative
carlos architects, inc.
Fig. 5 -Rear elevation view of property looking north
Sincerely,
Andrew Carlos AIA
Carlos Architects Inc. j 3327 Adams Street Carlsbad CA 92008 I 760.579.3996 4 1 Page
CLTA Preliminary Report Form
(Rev. 11/06)
Order Number: DIV-5514457
Page Number: 1
1 a. W F .t • , r ~
~IJF .,-.:·-
Order Number:
Title Officer:
Phone:
Fax No.:
E-Mail:
Property:
First American Title
First American Title Company
7676 Hazard Center Drive, Ste 1100
San Diego, CA 92108
california Department of Insurance License No. 151
DIV-5514457 (09)
Bonnie Stark
(619)231-4631
(866)497-8905
titleunit9@firstam.com
2465 Jefferson Street
carlsbad, CA 92008
PRELIMINARY REPORT
In response to the above referenced application for a policy of title insurance, this company hereby reports that it is prepared to issue, or cause to be
issued, as of the date hereof, a Policy or Policies of Title Insurance describing the land and the estate or interest therein hereinafter set forth, insuring
against loss which may be sustained by reason of any defect, lien or encumbrance not shown or referred to as an Exception below or not excluded
from coverage pursuant to the printed Schedules, Conditions and Stipulations of said Policy forms.
The printed Exceptions and Exclusions from the coverage and Limitations on Covered Risks of said policy or policies are set forth in Exhibit A attached.
The policy to be issued may contain an arbitration clause. When the Amount of Insurance is less than that set forth in the arbitration clause, all
arbitrable matters shall be arbitrated at the option of either the Company or the Insured as the exclusive remedy of the parties. Limitations on Covered
Risks applicable to the CL TA and ALTA Homeowner's Policies of Title Insurance which establish a Deductible Amount and a Maximum Dollar Limit of
Liability for certain coverages are also set forth in Exhibit A. Copies of the policy forms should be read. They are available from the office which issued
this report.
Please read the exceptions shown or referred to below and the exceptions and exclusions set forth in Exhibit A of this report
carefully. The exceptions and exclusions are meant to provide you with notice of matters which are not covered under the terms of
the tltle Insurance pollcy and should be carefully considered.
It Is Important to note that this prellmlnary report Is not a written representation as to the condition of title and may not 11st all
liens, defects, and encumbrances affecting title to the land.
This report (and any supplements or amendments hereto) is issued solely for the purpose of facilitating the issuance of a policy of title insurance and
no liability is assumed hereby. If it is desired that liability be assumed prior to the issuance of a policy of title insurance, a Binder or Commitment
should be requested.
First American ntte
Page 1 of 14
Dated as of July 28, 2017 at 7:30 A.M.
The form of Policy of title insurance contemplated by this report is:
Order Number: DIV-5514457
Page Number: 2
ALTNCLTA Homeowner's (EAGLE) Policy of Title Insurance (2010) and ALTA Ext Loan Policy 1056.06
(06-17-06) if the land described is an improved residential lot or condominium unit on which there is
located a one-to-four family residence; or ALTA Standard Owner's Policy 2006 (WRE 06-17-06) and the
ALTA Loan Policy 2006 (06-17-06) if the land described is an unimproved residential lot or condominium
unit
A specific request should be made if another form or additional coverage is desired.
Title to said estate or interest at the date hereof is vested in:
Carefree Holdings, LLC, A Colorado Limited Liability Company
The estate or interest in the land hereinafter described or referred to covered by this Report is:
FEE
The Land referred to herein is described as follows:
(See attached Legal Description)
At the date hereof exceptions to coverage in addition to the printed Exceptions and Exclusions in said
policy form would be as follows:
1. General and special taxes and assessments for the fiscal year 2017-2018, a lien not yet due or
payable.
2. Supplemental taxes for the year 2016-2017 assessed pursuant to Chapter 3.5 commencing with
Section 75 of the California Revenue and Taxation Code.
First Installment: $ 363.53, DUE
Penalty: $ o.oo
Second Installment: $ 363.53, DUE
Penalty: $ 0.00
Tax Rate Area: 09000
A. P. No.: 869-272-62-16
3. The lien of supplemental taxes, if any, assessed pursuant to Chapter 3.5 commencing with Section 75
of the California Revenue and Taxation Code.
First American Title
Page 2 of 14
Order Number: DIV-5514457
Page Number: 3
4. An easement for TELEPHONE AND/OR ELECTRIC POLES AND LINES AND FOR SEWERS, WATER
AND/OR GAS MAINS AND PIPE LINES, IN, UNDER, OVER AND ACROSS SAID PROPERTY, TOGETHER
WITH THE RIGHT TO ENTER ON SAID PROPERTY FOR PURPOSES OF CONSTRUCTION,
RECONSTRUCTION, REPAIRING AND/OR ALTERING ANY OF THE SAME and incidental purposes in
the document recorded October 02, 1940 as BOOK 1077, PAGE 385 of Official Records.
The location of the easement cannot be determined from record information.
5. The effect of a map purporting to show the land and other property, filed MAP NO. 3312 of Record of
Surveys.
6. Rights of parties in possession and rights of tenant(s) in the Land, including rights of all parties
claiming by, through or under said tenant(s).
We will require an approved declaration signed by the seller/seller's authorized agent and the buyer
prior to close of this transaction.
7. This transaction may be subject to the FinCEN Geographic Targeting Order affecting residential sale
transactions. This company must be provided with information prior to the closing sufficient to
determine if IRS/FinCEN Form 8300 must be completed and filed and must be provided information
sufficient to meet the records retention requirements of the FinCEN Geographic Targeting Order. This
transaction will not be insured, and this company and/or its underwriter will not be involved in a
Covered Transaction (as defined by the FinCEN Geographic Targeting Order) until this information is
submitted and reviewed by this company.
Prior to the issuance of any policy of title insurance, the Company will require:
8. With respect to CAREFREE HOLDINGS, LLC, a Colorado limited liability company:
a. A copy of its operating agreement and any amendments thereto;
b. If it is a California limited liability company, that a certified copy of its articles of organization (LLC-
1) and any certificate of correction (LLC-11), certificate of amendment {LLC-2), or restatement of
articles of organization (LLC-10) be recorded in the public records;
c. If it is a foreign limited liability company, that a certified copy of its application for registration
(LLC-5) be recorded in the public records;
d. With respect to any deed, deed of trust, lease, subordination agreement or other document or
instrument executed by such limited liability company and presented for recordation by the Company
or upon which the Company is asked to rely, that such document or instrument be executed in
accordance with one of the following, as appropriate:
(i) If the limited liability company properly operates through officers appointed or elected pursuant to
the terms of a written operating agreement, such document must be executed by at least two duly
elected or appointed officers, as follows: the chairman of the board, the president or any vice
president, and any secretary, assistant secretary, the chief financial officer or any assistant treasurer;
(ii) If the limited liability company properly operates through a manager or managers identified in the
articles of organization and/or duly elected pursuant to the terms of a written operating agreement,
such document must be executed by at least two such managers or by one manager if the limited
liability company properly operates with the existence of only one manager.
e. Other requirements which the Company may impose following its review of the material required
herein and other information which the Company may require
First American Title
Page 3 of 14
INFORMATIONAL NOTES
Order Number: DIV-5514457
Page Number: 4
Note: The policy to be issued may contain an arbitration clause. When the Amount of Insurance is less
than the certain dollar amount set forth in any applicable arbitration clause, all arbitrable matters shall be
arbitrated at the option of either the Company or the Insured as the exclusive remedy of the parties. If
you desire to review the terms of the policy, including any arbitration clause that may be included,
contact the office that issued this Commitment or Report to obtain a sample of the policy jacket for the
policy that is to be issued in connection with your transaction.
1. General and special taxes and assessments for the fiscal year 2016-2017.
First Installment:
Penalty:
Second Installment:
Penalty:
Tax Rate Area:
A. P. No.:
$6,454.49, PAID
$0.00
$6,454.49, PAID
$0.00
09000
155-140-10-00
2. This report is preparatory to the issuance of an ALTA Loan Policy. We have no knowledge of any fact
which would preclude the issuance of the policy with CLTA endorsement forms 100 and 116 and if
applicable, 115 and 116.2 attached.
When issued, the CLTA endorsement form 116 or 116.2, if applicable will reference a(n) Single
Family Residence known as 2465 JEFFERSON STREET, CARLSBAD, CA.
3. According to the public records, there has been no conveyance of the land within a period of twenty
four months prior to the date of this report, except as follows:
A document recorded August 05, 2016 as INSTRUMENT NO. 16-399380 OF OFFICIAL RECORDS
From: BRUCE BAKER ENTERPRISES, INC. A DEFINED BENEffi PENSION PLAN
To: CAREFREE HOLDINGS, LLC, A COLORADO LIMITED LIABILITY COMPANY
4. We find no open deeds of trust. Escrow please confirm before closing.
NOTE to proposed insured lender only: No Private transfer fee covenant, as defined in Federal
Housing Finance Agency Final Rule 12 CFR Part 1228, that was created and first appears in the Public
Records on or after February 8, 2011, encumbers the Title except as follows: None
The map attached, if any, may or may not be a survey of the land depicted hereon. First American
expressly disclaims any liability for loss or damage which may result from reliance on this map except to
the extent coverage for such loss or damage is expressly provided by the terms and provisions of the title
insurance policy, if any, to which this map is attached.
First American Title
Page 4 of 14
,, .•
LEGAL DESCRIPTION
Order Number: DIV-5514457
Page Number: 5
Real property in the City of Carlsbad, County of San Diego, State of California, described as follows:
THAT PORTION OF TRACT 3 OF LAGUNA MESA TRACTS, IN THE CITY OF CARLSBAD, COUNTY OF SAN
DIEGO, STATE OF CALIFORNIA, ACCORDING TO THE MAP THEREOF NO. 1719, FILED IN THE OFFICE
OF THE COUNTY RECORDER OF SAN DIEGO COUNTY, JUNE 20, 1921, DESCRIBED AS FOLLOWS:
BEGINNING AT THE SOUTHEASTERLY CORNER OF SAID TRACT 3; THENCE NORTH 0° 02' WEST ALONG
THE EASTERLY LINE OF SAID TRACT 295.91 FEET TO THE TRUE POINT OF BEGINNING; THENCE
CONTINUING NORTH 0° 02' WEST ALONG SAID EASTERLY LINE BEING ALSO THE WESTERLY LINE OF
JEFFERSON STREET (FORMERLY FRONT STREET), 100. 00 FEET TO THE SOUTHEASTERLY CORNER OF
THE LAND DESCRIBED IN DEED TO JOHN E. EHRHARDT AND WIFE, RECORDED NOVEMBER 9, 1953 IN
BOOK 5041, PAGE 136 OF OFFICIAL RECORDS; THENCE SOUTH 89° 58' WEST ALONG THE SOUTHERLY
LINE OF SAID LAND 97.48 FEET TO THE SOUTHWESTERLY CORNER THEREOF; BEING ALSO THE
NORTHEASTERLY CORNER OF THE LAND DESCRIBED IN DEED TO LORENZA L. STORY RECORDED
DECEMBER 3, 1953 IN BOOK 5065, PAGE 20 OF OFFICIAL RECORDS; THENCE SOUTH 89° 58' WEST
ALONG THE NORTHERLY LINE OF SAID STORY LAND 132.64 FEET TO THE NORTHWESTERLY CORNER
THEREOF AND SOUTH 18°39'59" WEST ALONG THE WESTERLY LINE OF SAID LAND 120.45 FEET;
THENCE NORTH 86°58' EAST 269.32 FEET TO THE TRUE POINT OF BEGINNING.
APN: 155-140-10-00
First American Title
Page 5 of 14
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NOTICE
Order Number: DIV-5514457
Page Number: 7
Section 12413.1 of the California Insurance Code, effective January 1, 1990, requires that any title insurance
company, underwritten title company, or controlled escrow company handling funds in an escrow or sub-
escrow capacity, wait a specified number of days after depositing funds, before recording any documents in
connection with the transaction or disbursing funds. This statute allows for funds deposited by wire transfer
to be disbursed the same day as deposit. In the case of cashier's checks or certified checks, funds may be
disbursed the next day after deposit. In order to avoid unnecessary delays of three to seven days, or more,
please use wire transfer, cashier's checks, or certified checks whenever possible.
First American Title
Page 7 of 14
Order Number: DIV-5514457
Page Number: 8
INCOMING DOMESTIC WIRE INSTRUCTIONS
Beware of cyber-crime! If you receive an e-mail or any other communication that appears to be
generated from a First American Title Company employee that contains new, revised or altered bank wire
instructions, consider it suspect and call our office at a number you trust.
** Our Wire Instructions Do Not Change.**
Funds from other than buyer or seller: Other than funds from a designated lender, real estate agent
or broker, or the attorney of record, we will only accept incoming wires that are from the buyer or seller
on a transaction. Other third party deposits not accompanied by appropriate instructions will be returned
to the remitter.
Funds from a U.S. Bank: Funds should be wired from a bank within the United States. Notify our
office at (619)238-1776 when you have transmitted your wire.
Funds from a non-U.S. Bank: If your funds are being wired from a non-U.S. bank, additional charges
may apply. Contact our office for Incoming International Wiring Instructions.
ACH Transfers are NOT wire transfers: An ACH transfer is not immediately available funds and
requires additional time for clearance. An ACH transfer cannot be accepted for an imminent closing.
Acceptance of ACH transfers are subject to state law. Contact our office at (619)238-1776 prior to
sending funds by ACH transfer.
Contact our office at (619)238-1776 when funds are sent.
PAYABLE TO:
BANK:
ADDRESS
ACCOUNT NO.:
ROUTING NUMBER
First American Title Company
First American Trust, FSB
5 First American Way, Santa Ana, CA 92707
3008270000
122241255
PLEASE REFERENCE THE FOLLOWING:
PROPERTY: 2465 Jefferson Street, Carlsbad, CA 92008
FILE NUMBER: DIV-5514457
FIRST AMERICAN TRUST, FSB CONTACT INFO: Banking Services (877)600-9473
WIRES MAY BE RETURNED IF THE FILE NUMBER
AND PROPERTY REFERENCE ARE NOT INCLUDED
First American Title
Page 8 of 14
EXHIBIT A
Order Number: DIV-5514457
Page Number: 9
UST OF PRINTED EXCEPTIONS AND EXCLUSIONS (BY POUCY TYPE)
CLTA STANDARD COVERAGE POUCY -1990
EXCLUSIONS FROM COVERAGE
The following matters are expressly excluded from the coverage of this policy and the Company will not pay loss or damage, costs,
attorneys' fees or expenses which arise by reason of:
1. (a) Any law, ordinance or governmental regulation (including but not limlted to building or zoning laws, ordinances, or regulations)
restricting, regulating, prohibiting or relating (i) the occupancy, use, or enjoyment of the land; (ii) the character, dimensions or
location of any improvement now or hereafter erected on the land; (iii) a separation in ownership or a change in the
dimensions or area of the land or any parcel of which the land is or was a part; or (iv) environmental protection, or the effect
of any violation of these laws, ordinances or governmental regulations, except to the extent that a notice of the enforcement
thereof or a notice of a defect, lien, or encumbrance resulting from a violation or alleged violation affecting the land has been
recorded in the public records at Date of Policy.
(b) Any governmental police power not excluded by (a) above, except to the extent that a notice of the exercise thereof or notice
of a defect, lien or encumbrance resulting from a violation or alleged violation affecting the land has been recorded in the
public records at Date of Policy.
2. Rights of eminent domain unless notice of the exercise thereof has been recorded in the public records at Date of Policy, but not
excluding from coverage any taking which has occurred prior to Date of Policy which would be binding on the rights of a purchaser
for value without knowledge.
3. Defects, liens, encumbrances, adverse claims or other matters:
(a) whether or not recorded in the public records at Date of Policy, but created, suffered, assumed or agreed to by the insured
claimant;
(b) not known to the Company, not recorded in the public records at Date of Policy, but known to the insured claimant and not
disclosed in writing to the Company by the insured claimant prior to the date the insured claimant became an insured under
this policy;
(c) resulting in no loss or damage to the insured claimant;
(d) attaching or created subsequent to Date of Policy; or
(e) resulting in loss or damage which would not have been sustained if the insured claimant had paid value for the insured
mortgage or for the estate or interest insured by this policy.
4. Unenforceability of the lien of the insured mortgage because of the inability or failure of the insured at Date of Policy, or the inability
or failure of any subsequent owner of the indebtedness, to comply with the applicable doing business laws of the state in which the
land is situated.
S. Invalidity or unenforceabllity of the lien of the insured mortgage, or claim thereof, which arises out of the transaction evidenced by
the insured mortgage and is based upon usury or any consumer credit protection or truth in lending law.
6. Any claim, which arises out of the transaction vesting in the insured the estate of interest insured by this policy or the transaction
creating the interest of the insured lender, by reason of the operation of federal bankruptcy, state Insolvency or similar creditors'
rights laws.
EXCEPTIONS FROM COVERAGE -SCHEDULE B, PART I
This policy does not insure against loss or damage (and the Company will not pay costs, attorneys' fees or expenses) which arise by
reason of:
1. Taxes or assessments which are not shown as existing liens by the records of any taxing authority that levies taxes or assessments
on real property or by the public records.
Proceedings by a public agency which may result in taxes or assessments, or notices of such proceedings, whether or not shown by
the records of such agency or by the public, records.
2. Any facts, rights, interests, or claims which are not shown by the public records but which could be ascertained by an inspection of
the land or which may be asserted by persons in possession thereof.
3. Easements, liens or encumbrances, or claims thereof, not shown by the public records.
4. Discrepancies, conflicts in boundary lines, shortage in area, encroachments, or any other facts which a correct survey would
disclose, and which are not shown by the public records.
5. (a) Unpatented mining claims; (b) reservations or exceptions in patents or in Acts authorizing the issuance thereof; (c) water rights,
claims or title to water, whether or not the matters excepted under (a), (b) or (c) are shown by the public records.
6. Any lien or right to a lien for services, labor or material not shown by the public records.
CLTA/ALTA HOMEOWNER'S POUCY OF TITLE INSURANCE (12-02-13)
EXCLUSIONS
In addition to the Exceptions in Schedule B, You are not insured against loss, costs, attorneys' fees, and expenses resulting from:
1. Governmental police power, and the existence or violation of those portions of any law or government regulation concerning:
a. building;
b. zoning;
c. land use;
First American Title
Page 9 of 14
Order Number: DIV-5514457
Page Number: 10
d. improvements on the Land;
e. land division; and
f. environmental protection.
This Exclusion does not limit the coverage described in Covered Risk 8.a., 14, 15, 16, 18, 19, 20, 23 or 27.
2. The failure of Your existing structures, or any part of them, to be constructed in accordance with applicable building codes. This Exclusion
does not limit the coverage described in Covered Risk 14 or 15.
3. The right to take the Land by condemning it. This Exclusion does not limit the coverage described in Covered Risk 17.
4. Risks:
a. that are created, allowed, or agreed to by You, whether or not they are recorded in the Public Records;
b. that are Known to You at the Policy Date, but not to Us, unless they are recorded in the Public Records at the Policy Date;
c. that result in no loss to You; or
d. that first occur after the Policy Date -this does not limit the coverage described in Covered Risk 7, 8.e., 25, 26, 27 or 28.
5. Failure to pay value for Your Title.
6. Lack of a right:
a. to any land outside the area specifically described and referred to in paragraph 3 of Schedule A; and
b. in streets, alleys, or waterways that touch the Land.
This Exclusion does not limit the coverage described in Covered Risk 11 or 21.
7. The transfer of the Title to You is invalid as a preferential transfer or as a fraudulent transfer or conveyance under federal bankruptcy, state
insolvency, or similar creditors' rights laws.
8. Contamination, explosion, fire, flooding, vibration, fracturing, earthquake, or subsidence.
9. Negligence by a person or an Entity exercising a right to extract or develop minerals, water, or any other substances.
LIMITATIONS ON COVERED RISKS
Your insurance for the following Covered Risks is limited on the owner's Coverage Statement as follows:
For Covered Risk 16, 18, 19, and 21 Your Deductible Amount and Our Maximum Dollar Limit of Liability shown in Schedule A.
The deductible amounts and maximum dollar limits shown on Schedule A are as follows:
Covered Risk 16:
Covered Risk 18:
Covered Risk 19:
Covered Risk 21:
Your Deductible Amount
1 % of Policy Amount Shown in Schedule A or $2,500
(whichever is less)
1 % of Policy Amount Shown in Schedule A or $5,000
(whichever is less)
1 % of Policy Amount Shown in Schedule A or $5,000
(whichever is less)
1 % of Policy Amount Shown in Schedule A or $2,500
(whichever is less)
2006 ALTA LOAN POLICY (06-17-06)
EXCLUSIONS FROM COVERAGE
Our Maximum Dollar Limit of Liability
$10,000
$25,000
$25,000
$5,000
The following matters are expressly excluded from the coverage of this policy, and the Company will not pay loss or damage, costs, attorneys'
fees, or expenses that arise by reason of:
1. (a) Any law, ordinance, permit, or governmental regulation (including those relating to building and zoning) restricting, regulating, prohibiting,
or relating to
(i) the occupancy, use, or enjoyment of the Land;
(ii) the character, dimensions, or location of any improvement erected on the Land;
(iii) the subdivision of land; or
(iv) environmental protection;
or the effect of any violation of these laws, ordinances, or governmental regulations. This Exclusion l{a) does not modify or limit the coverage
provided under Covered Risk 5.
(b) Any governmental police power. This Exclusion l(b) does not modify or limit the coverage provided under Covered Risk 6.
2. Rights of eminent domain. This Exclusion does not modify or limit the coverage provided under Covered Risk 7 or 8.
3. Defects, liens, encumbrances, adverse claims, or other matters
(a) created, suffered, assumed, or agreed to by the Insured Claimant;
(b) not Known to the Company, not recorded in the Public Records at Date of Policy, but Known to the Insured Claimant and not disclosed in
writing to the Company by the Insured Claimant prior to the date the Insured Claimant became an Insured under this policy;
First American Title
Page 10 of 14
(c) resulting in no loss or damage to the Insured Claimant;
Order Number: DIV-5514457
Page Number: 11
(d) attaching or created subsequent to Date of Policy (however, this does not modify or limit the coverage provided under Covered Risk 11,
13, or 14); or
(e) resulting in loss or damage that would not have been sustained if the Insured Claimant had paid value for the Insured Mortgage.
4. Unenforceability of the lien of the Insured Mortgage because of the inability or failure of an Insured to comply with applicable doing-business
laws of the state where the Land is situated.
5. Invalidity or unenforceability in whole or in part of the lien of the Insured Mortgage that arises out of the transaction evidenced by the
Insured Mortgage and is based upon usury or any consumer credit protection or truth-in-lending law.
6. Any claim, by reason of the operation of federal bankruptcy, state insolvency, or similar creditors' rights laws, that the transaction creating the
lien of the Insured Mortgage, is
(a) a fraudulent conveyance or fraudulent transfer, or
(b) a preferential transfer for any reason not stated in Covered Risk 13(b) of this policy.
7. Any lien on the Title for real estate taxes or assessments imposed by governmental authority and created or attaching between Date of Policy
and the date of recording of the Insured Mortgage in the Public Records. This Exclusion does not modify or limit the coverage provided under
Covered Risk ll(b).
The above policy form may be issued to afford either Standard Coverage or Extended Coverage. In addition to the above Exclusions from
Coverage, the Exceptions from Coverage in a Standard Coverage policy will also include the following Exceptions from Coverage:
EXCEPTIONS FROM COVERAGE
[Except as provided in Schedule B -Part II,[ t[or T]his policy does not insure against loss or damage, and the Company will not pay costs,
attorneys' fees or expenses, that arise by reason of:
[PART I
[The above policy form may be issued to afford either Standard Coverage or Extended Coverage. In addition to the above Exclusions from
Coverage, the Exceptions from Coverage in a Standard Coverage policy will also include the following Exceptions from Coverage:
1. (a) Taxes or assessments that are not shown as existing liens by the records of any taxing authority that levies taxes or assessments on real
property or by the Public Records; (b) proceedings by a public agency that may result in taxes or assessments, or notices of such
proceedings, whether or not shown by the records of such agency or by the Public Records.
2. Any facts, rights, interests, or claims that are not shown by the Public Records but that could be ascertained by an inspection of the Land or
that may be asserted by persons in possession of the Land.
3. Easements, liens or encumbrances, or claims thereof, not shown by the Public Records.
4. Any encroachment, encumbrance, violation, variation, or adverse circumstance affecting the Title that would be disclosed by an accurate and
complete land survey of the Land and not shown by the Public Records.
5. (a) Unpatented mining claims; (b) reservations or exceptions in patents or in Acts authorizing the issuance thereof; (c) water rights, claims or
title to water, whether or not the matters excepted under (a), (b), or (c) are shown by the Public Records.
6. Any lien or right to a lien for services, labor or material not shown by the public records.
PARTII
In addition to the matters set forth in Part I of this Schedule, the Title is subject to the following matters, and the Company insures against loss
or damage sustained in the event that they are not subordinate to the lien of the Insured Mortgage:]
2006 ALTA OWNER'S POUCY (06-17-06)
EXCLUSIONS FROM COVERAGE
The following matters are expressly excluded from the coverage of this policy, and the Company will not pay loss or damage, costs, attorneys'
fees, or expenses that arise by reason of:
1. (a) Any law, ordinance, permit, or governmental regulation (including those relating to building and zoning) restricting, regulating, prohibiting,
or relating to
(i) the occupancy, use, or enjoyment of the Land;
(ii) the character, dimensions, or location of any improvement erected on the Land;
(iii) the subdivision of land; or
(iv) environmental protection;
or the effect of any violation of these laws, ordinances, or governmental regulations. This Exclusion l(a) does not modify or limit the coverage
provided under Covered Risk 5.
(b) Any governmental police power. This Exclusion l(b) does not modify or limit the coverage provided under Covered Risk 6.
2. Rights of eminent domain. This Exclusion does not modify or limit the coverage provided under Covered Risk 7 or 8.
3. Defects, liens, encumbrances, adverse claims, or other matters
(a) created, suffered, assumed, or agreed to by the Insured Claimant;
(b) not Known to the Company, not recorded in the Public Records at Date of Policy, but Known to the Insured Claimant and not disclosed in
writing to the Company by the Insured Claimant prior to the date the Insured Claimant became an Insured under this policy;
First American Title
Page 11 of 14
(c) resulting in no loss or damage to the Insured Claimant;
Order Number: DIV-5514457
Page Number: 12
(d) attaching or created subsequent to Date of Policy (however, this does not modify or limit the coverage provided under Covered Risk 9 or
10); or
(e) resulting in loss or damage that would not have been sustained if the Insured Claimant had paid value for the Title.
4. Any claim, by reason of the operation of federal bankruptcy, state insolvency, or similar creditors' rights laws, that the transaction vesting the
Title as shown in Schedule A, is
(a) a fraudulent conveyance or fraudulent transfer, or
(b) a preferential transfer for any reason not stated in Covered Risk 9 of this policy.
5. Any lien on the Title for real estate taxes or assessments imposed by governmental authority and created or attaching between Date of Policy
and the date of recording of the deed or other instrument of transfer in the Public Records that vests Title as shown in Schedule A.
The above policy form may be issued to afford either Standard Coverage or Extended Coverage. In addition to the above Exclusions from
Coverage, the Exceptions from Coverage in a Standard Coverage policy will also include the following Exceptions from Coverage:
EXCEPTIONS FROM COVERAGE
This policy does not insure against loss or damage, and the Company will not pay costs, attorneys' fees or expenses, that arise by reason of:
[The above policy form may be issued to afford either Standard Coverage or Extended Coverage. In addition to the above Exclusions from
Coverage, the Exceptions from Coverage in a Standard Coverage policy will also include the following Exceptions from Coverage:
1. (a) Taxes or assessments that are not shown as existing liens by the records of any taxing authority that levies taxes or assessments on real
property or by the Public Records; (b) proceedings by a public agency that may result in taxes or assessments, or notices of such
proceedings, whether or not shown by the records of such agency or by the Public Records.
2. Any facts, rights, interests, or claims that are not shown by the Public Records but that could be ascertained by an inspection of the Land or
that may be asserted by persons in possession of the Land.
3. Easements, liens or encumbrances, or claims thereof, not shown by the Public Records.
4. Any encroachment, encumbrance, violation, variation, or adverse circumstance affecting the Title that would be disclosed by an accurate and
complete land survey of the Land and not shown by the Public Records.
5. (a) Unpatented mining claims; (b) reservations or exceptions in patents or in Acts authorizing the issuance thereof; (c) water rights, claims or
title to water, whether or not the matters excepted under (a), (b), or (c) are shown by the Public Records.
6. Any lien or right to a lien for services, labor or material not shown by the Public Records.
7. [Variable exceptions such as taxes, easements, CC&R's, etc. shown here.]
ALTA EXPANDED COVERAGE RESIDENTIAL LOAN POLICY (07-26·10)
EXCLUSIONS FROM COVERAGE
The following matters are expressly excluded from the coverage of this policy, and the Company will not pay loss or damage, costs, attorneys'
fees, or expenses that arise by reason of:
1. (a) Any law, ordinance, permit, or governmental regulation (including those relating to building and zoning) restricting, regulating, prohibiting,
or relating to
(i) the occupancy, use, or enjoyment of the Land;
(ii) the character, dimensions, or location of any improvement erected on the Land;
(iii) the subdivision of land; or
(iv) environmental protection;
or the effect of any violation of these laws, ordinances, or governmental regulations. This Exclusion l(a) does not modify or limit the
coverage provided under Covered Risk 5, 6, 13(c), 13(d), 14 or 16.
(b) Any governmental police power. This Exclusion l(b) does not modify or limit the coverage provided under Covered Risk S, 6, 13(c), 13(d),
14 or 16.
2. Rights of eminent domain. This Exclusion does not modify or limit the coverage provided under Covered Risk 7 or 8.
3. Defects, liens, encumbrances, adverse claims, or other matters
(a) created, suffered, assumed, or agreed to by the Insured Claimant;
(b) not Known to the Company, not recorded in the Public Records at Date of Policy, but Known to the Insured Claimant and not disclosed in
writing to the Company by the Insured aaimant prior to the date the Insured Claimant became an Insured under this policy;
(c) resulting in no loss or damage to the Insured Claimant;
(d) attaching or created subsequent to Date of Policy (however, this does not modify or limit the coverage provided under Covered Risk 11,
16, 17, 18, 19, 20, 21, 22, 23, 24, 27 or 28); or
(e) resulting in loss or damage that would not have been sustained if the Insured Claimant had paid value for the Insured Mortgage.
4. Unenforceability of the lien of the Insured Mortgage because of the inability or failure of an Insured to comply with applicable doing-business
laws of the state where the Land is situated.
5. Invalidlty or unenforceability in whole or in part of the lien of the Insured Mortgage that arises out of the transaction evidenced by the
Insured Mortgage and is based upon usury or any consumer credit protection or truth-in-lending law. This Exclusion does not modify or limit
the coverage provided in Covered Risk 26.
6. Any claim of invalidity, unenforceability or lack of priority of the lien of the Insured Mortgage as to Advances or modifications made after the
First American Title
Page 12 of 14
Order Number: DIV-5514457
Page Number: 13
Insured has Knowledge that the vestee shown in Schedule A is no longer the owner of the estate or interest covered by this policy. This
Exclusion does not modify or limit the coverage provided in Covered Risk 11.
7. Any lien on the Title for real estate taxes or assessments imposed by governmental authority and created or attaching subsequent to Date of
Policy. This Exclusion does not modify or limit the coverage provided in Covered Risk ll(b) or 25.
8. The failure of the residential structure, or any portion of it, to have been constructed before, on or after Date of Policy in accordance with
applicable building codes. This Exclusion does not modify or limit the coverage provided in Covered Risk 5 or 6.
9. Any claim, by reason of the operation of federal bankruptcy, state insolvency, or similar creditors' rights laws, that the transaction creating the
lien of the Insured Mortgage, is
(a) a fraudulent conveyance or fraudulent transfer, or
(b) a preferential transfer for any reason not stated in Covered Risk 27(b) of this policy.
1 o. Contamination, explosion, fire, flooding, vibration, fracturing, earthquake, or subsidence.
11. Negligence by a person or an Entity exercising a right to extract or develop minerals, water, or any other substances.
First American Title
Page 13 of 14
-~ ~ ..,_,4/F
Privacy Information
I Fll"Sl A.merican Dtle
We Are Committed to Safeguarding customer Information
Order Number: DIV-5514457
Page Number: 14
In order to better serve your needs now and in the future, we may ask you to provide us with certain information. We understand 1hat you may be concerned about what we will do with such
information -particularly any personal or financial information. We agree that you have a right to know how we will utilize the personal information you provide to us. Therefore, together with our
subsidiaries we have adopted this Privacy Policy to govern the use and handling of your personal information.
Appllcablllty
This Privacy Policy governs our use of the information that you provide to us. It does not govem the manner in which we may use information we have obtained from any other source, such as
information obtained from a public record or from another person or entity. First American has also adopted broader guidelines that govern our use of personal information regardless of its source.
First American calls these guidelines its Fair Information Values.
Types of Information
Depending upon which of our services you are utilizing, the types of nonpublic personal information that we may collect include:
• Information we receive from you on applications, forms and in other communications to us, whether in writing, in person, by telephone or any other means;
• Information about your transactions with us, our affiliated companies, or others; and
• Information we receive from a consumer reporting agency.
Use of Information
We request information from you for our own legitimate business purposes and not for the benefit of any nonaffiliated party. Therefore, we will not release your information to nonaffiliated parties
except: (1) as necessary for us to provide the product or service you have requested of us; or (2) as permitted by law. We may, however, store such information indefinitely, including the period
after which any rustomer relationship has ceased. Such information may be used for any internal purpose, such as quality control efforts or customer analysis. We may also provide all of the types of
nonpublic personal information listed above to one or more of our affiliated companies. Such affiliated companies include financial service providers, such as title insurers, property and casualty
insurers, and trust and investment advisory companies, or companies involved in real estate services, such as appraisal companies, home warranty companies and escrow companies. Furthermore,
we may also provide all the information we collect, as described above, to companies that perform marketing services on our behalf, on behalf of our affiliated companies or to other financial
institutions with whom we or our affiliated companies have joint marketing agreements.
Former Customers
Even if you are no longer our rustomer, our Privacy Policy will continue to apply to you.
Confidentiality and Security
We will use our best efforts to ensure that no unauthorized parties have access to any of your information. We restrict access to nonpublic personal information about you to those individuals and
entitles who need to know that information to provide products or services to you. We will use our best efforts to train and oversee our employees and agents to ensure 1hat your information will be
handled responsibly and in accordance with this Privacy Policy and First American's Fair Information Values. We currently maintain physical, electronic, and procedural safeguards that comply with
federal regulations to guard your nonpublic personal information.
Information Obtained Through Our Web Site
First American Financial Corporation is sensitive to privacy issues on the Internet. We believe it is important you know how we treat the information about you we receive on the Internet.
In general, you can visit First American or its affiliates' Well sites on the World Wide Web without telling us who you are or revealing any information about yourself. Our Web servers collect the
domain names, not the e-mail addresses, of visitnrs. This information is aggregated to measure the number of visits, average time spent on the site, pages viewed and similar information. First
American uses this information to measure the use of our site and to develop ideas to improve the content of our site.
There are times, however, when we may need information from you, such as your name and email address. When information is needed, we will use our best efforts to let you know at the time of
collection how we will use the personal information. Usually, the personal information we collect is used only by us to respond to your inquiry, process an order or allow you to access specific
account/profile information. If you choose to share any personal information with us, we will only use it in accordance with the policies outlined above.
Business Relationships
First American Financial Corporation's site and its affiliates' sites may contain links to other Web sites. While we try to link only to sites that share our high standards and respect for privacy, we are
not responsible for the content or the privacy practices employed by other sites.
Cookies
Some of First American's Web sites may make use of "cookie" technology to measure site activity and to rustomize information to your personal tastes. A cookie is an element of data that a Web site
can send to your browser, which may then store the cookie on your hard drive.
F'ir,;tAm.lJllll uses stored cookies. The goal of this technology is to better serve you when visiting our site, save you time when you are here and to provide you with a more meaningful and
productive Web site experience.
Fair Information Values
Fairness We consider consumer expectations about their privacy in all our businesses. We only offer products and services that assure a favorable balance between consumer benefits and consumer
privacy.
Public Record We believe that an open public record creates significant value for society, enhances consumer choice and creates consumer opportunity. We actively support an open public record
and emphasize its importance and contribution to our economy.
Use We believe we should behave responsibly when we use information about a consumer in our business. We will obey the laws governing the collection, use and dissemination of data.
Accuracy We will take reasonable steps to help assure the acruracy of the data we collect, use and disseminate. Where possible, we will take reasonable steps to correct inaccurate information.
When, as with the public record, we cannot correct inacrurate information, we will take all reasonable steps to assist consumers in identifying the source of the erroneous data so that the consumer
can secure the required corrections.
Education We endeavor to educate the users of our products and services, our employees and others in our industry about the importance of consumer privacy. We will instruct our employees on
our fair information values and on the responsible collection and use of data. We will encourage others in our industry to collect and use information in a responsible manner.
Security We will maintain appropriate facilities and systems to protect against unauthorized access to and corruption of the data we maintain.
Form SO-PRIVACY (9/1/10) Page 1 of 1
First American Title
Page 14 of 14
Privacy Infonnation (2001-2010 First American Financial Corporation)
. .
RECORDING REQUESTED BY:
Ticor Title -Cxt\/\. 01 eP\, ;)
WHEN RECORDED MAIL DOCUMENT AND TAX
STATEMENT TO:
Carefree Holdings, LLC
755 Joy Lake Road
Reno, NV 89511·
APN: 155-140-10-00
TITLE ORDER NO.: 416381
ESCROW NO.: 7555-HJ
DOC# 2016-0399380
11011111111111111111,m 1111111111 m11111111111 m1111111111111
Aug 05, 2016 03:31 PM
OFFICIAL RECORDS
Ernest J. Dronenburg, Jr.,
SAN DIEGO COUNTY RECORDER
FEES: $1,448.00
PCOR: YES
PAGES: 2
THIS SPACE FOR RECO~DER'S USE ONLY
GRANT DEED
The undersigned Grantor(s) declare(s) that the DOCUMENTARY TRANSFER TAX IS: $1,430.00
2QS. computed on the full value of the interest of property conveyed, or
_computed on the full value less the value of liens ncumbrances remaining thereon at the time of sale.
_OR t sfer is EXEMPT from tax for the follo
FOR A VALUABLE CONSIDERATION, receipt of which ls hereby acknowledged, Bruce Baker Enterprises, Inc. A
Defined Benefit Pension Plan
HEREBY GRANT(S) to Carefree Holdings, LLC, a Colorado Limited Liability Company
All that real property situated In the City of Carlsbad, County of San Diego, State of California, described as:
Legal description attached hereto as Exhibit • A" and made a part hereof
Commonly Known As: 2465 Jefferson St., Carlsbad, CA 92009
• August 3, 2016
Bruce Baker Enterprises, Inc. A Defined Pension Plan
~A'-~~''' ruce8aker,Jl1rJ:~ DDS, trustee
A notary public or other officer completing this certificate verifies only the Identity of the individual who signed the document to which this certificate Is
attached, and not the truthfulness accura or val of that document
STATEOFCALIF!NIA • ~
COUNTY OF ~'-\l, \~'b\ \\.9, c
On~M: ~l'tollo
personally appeared C:, '('\ ) U ,
}
} .
, before me. $\ . L. \;\m,c' Q:p...y; A (
____ , a Notary Public
who proved to me on the basis ri satisfactory evidence to be the perso"'8J'wh0se nam..,p(subscrib!d ~e ~~ ~ment and
acknowledged to me that -~cuted the same ln~ed cape~ that ~gnatu~n the
Instrument the pers~d'rMe entity upon behalf of which iiie"person~, executed the Instrument.
I certify under P TY OF PERJURY under the laws of the State of Calfomia that the foregoing paragraph is bue and correct.
(SEAL)
~•onoooneooceooe~
, • A.LHOARD Comml11lan # 2052540 1 ~ a Notary PubUc -Clllfornla I
z San Diego County
~. J'lS0'!''U·P~Tt82l3•.2i1tf
MAIL TAX STATEMENTS AS DIRECTED ABOVE
II -.
P&ELIMINARY REPORT
YOUR REFERENCE: 7555-HJ
EXIIlBIT"A"
LEGAL DESCRIPTION
Ticor Title Company of California
ORDER NO.: 00416381-995-CCI
THE LAND REFERRED TO HEREIN BELOW IS SITU A TED IN THE COUNTY OF SAN DIEGO, STATE OF
CALIFORNIA, AND IS DESCRIBED AS FOLLOWS:
THAT PORTION OF TRACT 3 OF LAGUNA MESA TRACTS, IN THE CITY OF CARLSBAD, COUNTY OF SAN
DIEGO, STATE OF CALIFORNIA, ACCORDING TO THE MAP THEREOF NO. 1719, FILED IN THE OFFICE OF
THE COUNTY RECORDER OF SAN DIEGO COUNTY, JUNE 20, 1921, DESCRIBED AS FOLLOWS:
BEGINNING AT THE SOUTHEASTERLY CORNER OF SAID TRACT 3; THENCE NORTH 0° 02' WEST ALONG THE
EASTERLY LINE OF SAID TRACT 295.91 FEET TO THE TRUE POINT OF BEGINNING; THENCE CONTINUING
NORTH 0° 02' WEST ALONG SAID EASTERLY LINE BEING ALSO THE WESTERLY LINE OF JEFFERSON
STREET (FORMERLY FRONT STREET), 100.00 FEET TO THE SOUTHEASTERLY CORNER OF LAND
DESCRIBED IN DEED TO JOHN E. EHRHARDT AND WIFE, RECORDED NOVEMBER 9, 1953 IN BOOK 5041,
PAGE 136 OF OFFICIAL RECORDS; THENCE soum 89° 58' WEST ALONG THE SOUTHERL y LINE OF SAID
LAND 97 .48 FEET TO THE SOtrrHWESTERL Y CORNER THEREOF; BEING ALSO THE NORTHEASTERLY
CORNER OF THE LAND DESCRIBED IN DEED TO LORENZA L. STORY RECORDED DECEMBER 3, 1953 IN
BOOK 5065, PAGE 20 OF OFFICIAL RECORDS; THENCE SOUTH 89° 58' WEST ALONG THE NORTHERLY LINE
OF SAID STORY LAND 132.64 FEET TO THE NORTHWESTERLY CORNER THEREOF AND SOUTH 18° 39' 59"
WEST ALONG THE WESTERLY LINE OF SAID LAND 120.45 FEET; THENCE NORTH 86° 58' EAST 269.32 FEET
TO THE TRUE POINT OF BEGINNING.
APN: 1S5-140-10-00
CL TA Preliminary Report Form -Modified (11/17 /06)
EXHIBIT "A"
LEGAL DESCRIPTION
ACCESS EASEMENT DEDICATION
THAT PORTION OF TRACT 3 OF LAGUNA MESA TRACTS, IN THE CITY OF CARLSBAD, COUNTY OF SAN
DIEGO, STATE OF CALIFORNIA, ACCORDING TO THE MAP THEREOF NO. 1719, FILED IN THE OFFICE OF
THE COUNTY RECORDER OF SAN DIEGO COUNTY, JUNE 20, 1921, BEING MORE PARTICULARLY
DESCRIBED AS FOLLOWS:
A 25 FOOT WIDE STRIP OF LAND LYING WESTERLY OF AND BEING MEASURED AT RIGHT ANGLES TO
THE FOLLOWING DESCRIBED LINE:
COMMENCING AT THE NORTHEASTERLY CORNER OF LAND DESCRIBED IN A DEED TO CAREFREE
HOLDINGS, LLC, A COLORADO LIMITED LIABILITY COMPANY, RECORDED AUGUST 5, 2016 AS
DOCUMENT NUMBER 2016-0399380 OF OFFICIAL RECORDS, SAID POINT ALSO BEING ON THE
WESTERLY LINE OF JEFFERSON STREET HAVING A HALF WIDTH OF 30.00 FEET, SAID POINT ALSO
BEING THE SOUTHEASTERLY CORNER OF LAND DESCRIBED IN DEED TO JOHN E. EHRHARDT AND
WIFE, RECORDED NOVEMBER 9, 1953 IN BOOK 5041, PAGE 136 OF OFFICIAL RECORDS;
THENCE ALONG THE NORTHERLY LINE OF SAID LAND CONVEYED TO CAREFREE HOLDINGS, LLC
SOUTH 89°58'00'' WEST 118.67 FEET TO THE TRUE POINT OF BEGINNING;
THENCE SOUTH 24°52'51" WEST 120.05 FEET TO A POINT ON THE SOUTHERLY LINE OF SAID LAND
CONVEYED TO CAREFREE HOLDINGS, LLC, SAID POINT BEING THE POINT OF TERMINATION.
THE SIDELINES OF SAID STRIP SHALL BE PROLONGED OR SHORTENED SO AS TO TERMINATE AT THE
NORTHERLY AND SOUTHERLY LINE OF SAID LAND CONVEYED TO CAREFREE HOLDINGS, LLC.
CONTAINS 3,022 SQUARE FEET MORE OR LESS.
SHOWN ON EXHIBIT "B" ATTACHED HERETO AND MADE A PART HEREOF.
PREPARED UNDER MY SUPERVISION:
MICHAEL D. VAN NOTY
PROFESSIONAL LAN URVEYOR NO. 8932
DATE SIGNED: 8-/5-/7
BY: PLUMB LINE SURVEYING, INC.
Sheet 1 of 1
EXHIBIT "B"
ACCESS EASEMENT DEDICATION
83.88'
8-15-17
DATE SIGNED
T.11S, R.5W, SEC.36, SBM
l!l1(Q)lffilmJIM (Q)[F lMtl 3
IL/A\(Gl\lJJIM/A\ ll:,1JIE~/A\ 'fMtl~
ll:,1!/A\l!i1 ilTI®
/A\f lM: ii !5i!5i-"ll ~IOl-~"U -IOllOl
N 89°58'00" E 230.12'
118.67'
GRANT DEED
DOC#2016-0399380
REC. AUGUST 5, 2016, O.R.
25' ACCESS EASEMENT
GRANTED TO THE CITY OF
CARLSBAD HEREON
169.69'
N 86°58'00" E 269.32'
f(Q)lffilml!M lQl[F lMtl 3
IL/A\(G\IUJ!M/A\ MIE~/A\ lMtl$
11:,11/A\f ilTI®
/A\lli11M: "ll !5i!5i-UIOl-Ji -IOllOl
O'
30'
z
0 0 L-. 0 0 m 1'.) "TI c5 "TI 9 m
:E ;;:o
(/)
8 0
8 z
(/) -i ;;:o m m -i
50' 100'
SCALE: 1" = 50'
P:760-913-7574 F:760-625-0082 1
www.PLUMBLINESURVEYING.COM Drawn By: M.D.V. SHT. NQ_ 1-----------------------1
Checked By: M.D.V. OFJ.sHEETS
Plot Date: AUGUST 15, 2017
PLUMB LINE s URVEYING INC.
EXHIBIT "A"
LEGAL DESCRIPTION
ACCESS EASEMENT DEDICATION
THAT PORTION OF TRACT 3 OF LAGUNA MESA TRACTS, IN THE CITY OF CARLSBAD, COUNTY OF SAN
DIEGO, STATE OF CALIFORNIA, ACCORDING TO THE MAP THEREOF NO. 1719, FILED IN THE OFFICE OF
THE COUNTY RECORDER OF SAN DIEGO COUNTY, JUNE 20, 1921, BEING MORE PARTICULARLY
DESCRIBED AS FOLLOWS:
A 25 FOOT WIDE STRIP OF LAND LYING WESTERLY OF AND BEING MEASURED AT RIGHT ANGLES TO
THE FOLLOWING DESCRIBED LINE:
COMMENCING AT THE NORTHEASTERLY CORNER OF LAND DESCRIBED IN A DEED TO CAREFREE
HOLDINGS, LLC, A COLORADO LIMITED LIABILITY COMPANY, RECORDED AUGUST 5, 2016 AS
DOCUMENT NUMBER 2016-0399380 OF OFFICIAL RECORDS, SAID POINT ALSO BEING ON THE
WESTERLY LINE OF JEFFERSON STREET HAVING A HALF WIDTH OF 30.00 FEET, SAID POINT ALSO
BEING THE SOUTHEASTERLY CORNER OF LAND DESCRIBED IN DEED TO JOHN E. EHRHARDT AND
WIFE, RECORDED NOVEMBER 9, 1953 IN BOOK 5041, PAGE 136 OF OFFICIAL RECORDS;
THENCE ALONG THE NORTHERLY LINE OF SAID LAND CONVEYED TO CAREFREE HOLDINGS, LLC
SOUTH 89°58'00" WEST 118.67 FEET TO THE TRUE POINT OF BEGINNING;
THENCE SOUTH 24°52'51" WEST 120.05 FEET TO A POINT ON THE SOUTHERLY LINE OF SAID LAND
CONVEYED TO CAREFREE HOLDINGS, LLC, SAID POINT BEING THE POINT OF TERMINATION.
THE SIDELINES OF SAID STRIP SHALL BE PROLONGED OR SHORTENED SO AS TO TERMINATE AT THE
NORTHERLY AND SOUTHERLY LINE OF SAID LAND CONVEYED TO CAREFREE HOLDINGS, LLC.
CONTAINS 3,022 SQUARE FEET MORE OR LESS.
SHOWN ON EXHIBIT "B" ATTACHED HERETO AND MADE A PART HEREOF.
PREPARED UNDER MY SUPERVISION:
MICHAEL D. VAN NO
PROFESSIONAL LA
DATE SIGNED: 8-IS-J 7
BY: PLUMB LINE SURVEYING, INC.
Sheet 1 of 1
EXHIBIT "B"
ACCESS EASEMENT DEDICATION
f«ll!R\1rmlM «llrF 1l'Mtl 3l
IL~lGllUIIM~ ~IE$~ 1l'Mtl~
~ffeif HUl
118.67'
GRANT DEED
DOC#2016-0399380
REC. AUGUST 5, 2016, O.R.
25' ACCESS EASEMENT
GRANTED TO THE CITY OF
CARLSBAD HEREON
169.69'
N 86°58'00" E 269.32'
f(Q)IPm((l)IM (Q)[F lMt1l' 3l
IL~(GllUIIM~ ~~$~ lMtl$
~~f Hi!~
~f[M: ii !5i!5i-il ~1Dl-3lil -1Dl@
O'
PREPARED UNDER MY SUPERVISION:
8-15-17
DATE SIGNED
T.11S, R.5W, SEC.36, SBM
30'
z
8 <-0 0 m I'.) 71 c5 71 q m
~ :;:o
(/)
8 0
8 z
(/)
--i :;:o m m --i
50' 100'
SCALE: 1" = 50'
P:760-913-7574 F:760-625-0082 1
www.PLUMBLINESURVEYING.COM Drawn By: M.D.V. SHT. NO __ t-----------------------1
Checked By: M.D.V. OFJ.sHEETS
Plot Date: AUGUST 15, 2017
PLUMB LINE s URVEYING INC.
16-030_Easement Dedication-Lot Report.txt
Closure Report
PNT# Bearing Distance
1
s 86°58'00" w 28.29
2
N 24°52'51" E 121.68
3
N 89°58'00" E 27.57
4
s 24°52'51" w 120.05
1
Closure Error Distance> 0.0059
Error Bearing> N 67°18'19" W
Closure Precision> 1 in 50601.1
Total Distance> 297.59
Area: 3022 sq. ft.
Northing Easting
49891.09 9949.49
49889.60 9921.24
49999.98 9972.43
50000.00 10000.00
49891.09 9949.49
8-/5-)7
Page 1