HomeMy WebLinkAboutCDP 2021-0058; SULLIVAN ADU; Coastal Development Permit (CDP)LAND USE REVIE
APPLICATION
P-1
Development Services
Planning Division
1635 Faraday Avenue
(760) 602-4610
www.carlsbadca.gov
J APPLICATIONS APPLIED FOR: (CHECK BOXES)
Development Permits (FOR DEPT. USE ONL V) Ll~ai5tlative Permits
181 Coastal Development Permit
D Conditional Use Permit
~ Minor k:,'O{)Z-c-i.\-OOS,~ D General Plan Amendment
D Minor D Extension
D Day Care (Large)
□
□
Environmental Impact Assessment
Habitat Management Permit D Minor
D Hillside Development Permit 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 0Minor
D Special Use Permit
D Tentative Parcel Map (Minor Subdivision)
D Tentative Tract Map (Major Subdivision)
D Variance D Minor
,___ _____ _,
D Local Coastal Program Amendment
D Master Plan
D Specific Plan
D Zone Change
□Amendment
□Amendment
D Zone Code Amendment
South Carlsbad Coastal Review Area
Permits
D Review Permit
D Administrative D Minor D Major
Village Review Area Permita
D Review Permit
D Administrative D Minor D Major
(FOR DEPT. USE ONLY)
. NOTE: A PROPOSED PROJECT REQUIRING APPLICATION SUBMITTAL MUST BE SUBMITTED BY APPQNTMENT". PLEASE CONTACT THE APPOINTMENT SPECIALIS
AT (760) 602-2723 TO SCHEDULE AN APPOINTMENT.
*SAME DAY APPOINTMENTS ARE NOT AVAILABLI
ASSESSOR PARCEL NO(S): 156-051-03-00 ----------------------------------LO CAT 1O N OF PROJECT: 1420 YOURELL AVE
(STREET ADDRESS)
NAME OF PROJECT: SULLIVAN ADU
BRIEF DESCRIPTION OF
PROJECT:
PERMITTING OF AN (E), PERMITTED 2-STORY ACCESSORY STRUCTURE.
(E) 2-STRY STRUCTURES IS AN ADU 0/ A 2-CAR GARAGE.
THE STRUCTURE ITSELF IS PERMITTED BUT NOT AS AN ADU.
PROJECT VALUE
(SITE IMPROVEMENTS) _;,$_8 __ $_34...:...,8_8_2_.5_0 __ ESTIMATED COMPLETION DATE STRUCTURE IS EXISTING.
FOR CITY USE ONLY
DevelopmentNo. Q8J2Q2 \-Qll?'\. Lead Case No.
P-1 Page 1 of6 Revised 10/20
'
OWNER NAME (PLEASE PRIN . APPLICANT NAMt......,, (PLEASE PRIN1)
INDIVIDUAL NAME JAMES & COURTNEY SULLIVAN INDIVIDUAL NAME
(if applicable): (if applicable): LOGAN ANDERSON
COMPANY NAME COMPANY NAME MARCELA & LOGAN ARCHITECT! (if applicable): (if applicable):
MAILING ADDRESS: 1420 YOU RELL AVE MAILING ADDRESS: 1106 2ND ST, #561
CITY, STATE, ZIP: CARLSBAD, CA 92008 CITY, STATE, ZIP: ENCINITAS, CA 92024
TELEPHONE: (303) 882-7731 (7(RJ)522.. f873 TELEPHONE: (619) 807-0640
EMAIL ADDRESS: SULLIVAN3C@GMAIL.COM EMAIL ADDRESS: LOGAN@MARGELALOGAN.GOM
I CERTIFY THAT I AM THE LEGAL OWNER AND THAT ALL THE ABOVE I CERTIFY THAT I AM THE LEGAL REPRESENTATIVE OF THE OWNER
INrQRMATION IS TRUi;; AND CORRJ;CT TO rnr;; Br;;ST OJ:' MV AND Tl-lAT ALL Tl-I~ ABOvi; INi:GRMATION IS TRUI:. AND CORRECT TC
KNOWLEDGE. I CERTIFY AS LEGAL OWNER THAT THE APPLICANT AS THE BEST OF MY KNOWLEDGE.
SET FORTH HEREIN IS MY AUTHORIZED REPRESENTATIVE FOR ~ nRPOSES OF THIS ,,PP~ON. q/2-0/2-, 9/16/2021 _'h,1_,~ __j IA ,1 c::
SIGNATURE (/ • "' DATE DATE
APPLICANTS REPRESENTATIVE (Print):
MAILING ADDRESS:
CITY, STATE, ZIP:
TELEPHONE:
EMAIL ADDRESS:
-
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 Mt
KNOWLEDGE.
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 THI~
APPLICATION. I/WE CONSENT TO ENTRY FOR THIS PURPOSE.
NOTICE OF RESTRICTION: PROPERTY OWNER ACKNOWLEDGES AND CONSENTS TO A NOTICE OF RESTRICTION BEINC:
RECORDED ON THE TITLE TO HIS PROPERTY IF CONDITIONED FOR THE APPLICANT. NOTICE OF RESTRICTIONS RUN wm-
THE ND AN BIND ANY UC ESSORS IN INTEREST.
FOR CITY USE ONLY
OCT 1 S 2021
Cl -, .. Or-L,AKL::::iBAD
DATE1St.A!viµ; 1 ECEIVED
RECEIVED BY:
P-1 Page 2 of 6 Revised 10/20
-
{ City of
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.
2.
P-1(A)
APPLICANT (Not the applicant's agent)
Provide the COMPLETE. LEGAL names and addresses of fil 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 may be attached if necessary. L re_,"E>( Y'\ .....-.--~
Person Cvur,h'\e.i £/10-1 '.5411 iv~\"\ ~ J d-t'\'1.e::) ✓IA.\h \Jdj'\
Title____________ Title ____________ _
Address l'-f W l/rur:e,ll /Jrvro\M...._ Address/ Lf 20 l/~ \l Ave .. :f\UJL.
C~rlr>bad CA ctz.coi C..~d"'&bad CA 92£03 OWNER (Not the owner's agent}
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 comoration 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.)
Person r>atA\ ~\'\ct KC($\ CJarK ~~ Uu( ±ttUf c\-Jdme,:; ~\h~t'\
Title____________ Title _____________ _
Address q cl:I t-ti.(1-_')a L:ine.._ Address I':\ lo l{cuxeJ \ A\Jf<
fncw11~n C.A qusz_~
Page 1 of2 Revised 07 /10
0 0
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 ~ 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.
--;..;;;.._-~-1-,"-M-1.,;;;;.;;. __ ....,;1 ____ 2""""'0 2-1 Sig~~nd~ 1 /zo)z I
CG1A.r+ne:.~ ~½. \l, vc5 '1
Print or type name~f owner Print or type name of applicant
Signature of owner/applicant'& anerrt if applicable/date
P-1(A) Page2of2 Revised 07 /10
----------...... ~------------,,-..,_ __________ _
('city of
Carlsbad
PROJECT DESCRIPTION
P-1(8)
PROJECT NAME: SULLIVAN ADU
APPLICANT NAME: LOGAN ANDERSON
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:
PERMITTING OF AN EXISTING, PERMITTED TWO-STORY ACCESSORY STRUCTURE.
EXISTING TWO-STORY STRUCTURE IS AN ACCESSORY DWELLING UNIT OVER A TWO-
CAR GARAGE. THE STRUCTURE ITSELF IS PERMITTED, BUT NOT AS AN ACCESSORY
DWELLING UNIT. NO CONSTRUCTION TO BE DONE. NO SITE WORK TO BE DONE.
P-1(B) Page 1 of 1 Revised 07/10
0 0
ENVIRONMENTAL INFORMATION FORM
(To be Completed by Applicant)
Date Filed: _____________ (To be completed by City)
Application Number(s): ___________________________ _
General Information
1. Name of project: _S_U_L_LI_V_A_N_A_D_U ____________________ _
2. Name of developer or project sponsor: __ O_W_N_E_R_S_: J_A_M_E_S_&_C_O_U_R_T_N_E_Y_S_U_L_LI_V_A_N __ _
Address: 1420 YOURELL AVE
City, State, Zip Code: CARLSBAD, CA 92008
Phone Number: 303-882-7731 ----------------------------
3. Name of person to be contacted concerning this project: LOGAN ANDERSON
Address: 1106 2ND ST, #561
City, State, Zip Code: ENCINITAS, CA 92024
Phone Number: 619-806-0640 ----------------------------
4. Address of Project: 1420 YOURELL AVE ---------------------------
Assessor's Parcel Number: 156-051-03-00 ------------------------
5. List and describe any other related permits and other public approvals required for this project,
including those required by city, regional, state and federal agencies:
NONE
6. Existing General Plan Land Use Designation: RESIDENTIAL (R-1) ______ .,___,_ _________ _
7. Existing zoning district: R-1, COASTAL ZONE -------------------------
8. Existing land use(s): __ R_E_S_ID_E_N_T_I_A_L ___________________ _
9. Proposed use of site (Project for which this form is filed): RESIDENTIAL --------------
Project Description
10. Site size: 12,326 sf (0.28 ac)
11. Proposed Building square footage: 750sf [(E) ACCESSORY UNIT TO BE CONVERTED INTO AN ADU]
12: Number of floors of construction: NONE, THE 2-STORY STRUCTURE IS EXISTING.
13. Amount of off-street parking provided: 2 --------------------
14.
P-1(O)
Associated projects: _N_IA ________________________ _
Page 2 of 4 Revised 07/10
15. If residential, include the number of units and schedule of unit sizes: __________ _
1 -750sf ACCESSORY DWELLING UNIT
16. If commercial, indicate the type, whether neighborhood, city or regionally oriented, square footage
of sales area, and loading facilities: ______________________ _
17. If industrial, indicate type, estimated employment per shift, and loading facilities: _____ _
18. If institutional, indicate the major function, estimated employment per shift, estimated occupancy,
loading facilities, and community benefits to be derived from the project:
19. If the project involves a variance, conditional use or rezoning applications, state this and indicate
clearly why the application is required:
P-1(0) Page 3 of 4 Revised 07/10
C 0
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 □ 0
alteration of ground contours.
21. Change in scenic views or vistas from existing residential areas or public lands or □ 0
roads.
22. Change in pattern, scale or character of general area of project. □ 0
23. Significant amounts of solid waste or litter. □ 0
24. Change in dust, ash, smoke, fumes or odors in vicinity. □ 0
25. Change in ocean, bay, lake, stream or ground water quality or quantity, or □ 0
alteration of existing drainage patterns.
26. Substantial change in existing noise or vibration levels in the vicinity. □ 0
27. Site on filled land or on slope of 10 percent or more. □ 0
28. Use of disposal of potentially hazardous materials, such as toxic substances, □ 0
flammables or explosives.
29. Substantial change in demand for municipal services (police, fire, water, sewage, □ 0
etc.).
30. Substantially increase fossil fuel consumption (electricity, oil, natural gas, etc.). □ 0
31. Relationship to a larger project or series of projects. □ 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
33.
or Polaroid photos will be accepted. NO PROPOSED CHANGES TO ANY STRUCTURES AND SITE
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 NO PROPOSED CHANGES TO ANY STRUCTURES AND SITE
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: ------------9117/2021 Logan Anderson Digitally signed by Logan Anderson Signature: Date: 2021.09.17 06:44:56 -07'00'
For:
P-1(0) Page 4 of 4 Revised 07/10
•
( City of
Carlsbad
MINOR
COAST AL 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 application submittal must be submitted by appointment*.
Please contact the appointment specialist at (760) 602-2723 to schedule an appointment.
*SAME DAY APPOINTMENTS ARE NOT AVAILABLE
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:
square feet x $ /sq. ft.=$
⇒ Residential Addition Square Footage:
square feet x $ /sq. ft.=$
⇒ Any Garage Square Footage:
square feet x $ /sq. ft.=$
⇒ Residential Conversion Square Footage:
750 square feet x $ 46.51 /sq. ft.=$ 34,882.50
⇒ 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:$ 34,882.50 --------------
B. Do you wish to apply for:
1. A Minor Coastal Development Permit (Under $60,000 cost estimate) [iJ
2. A Coastal Development Permit ($60,000 or more cost estimate) 0
C. Street address of proposed development
1420 Yourell Ave
P-6 Page 1 of 7 Revised 08/19
0
D. Assessor's Parcel Number of proposed development
156-051-03-00
E. Development Description:
0
Briefly describe project: PERMITTING OF AN EXISTING, PERMITTED TWO-STORY
ACCESSORY STRUCTURE. EXISTING TWO-STORY STRUCTURE IS AN ADU OVER A
TWO-CAR GARAGE. THE STRUCTURE ITSELF IS PERMITTED, BUT NOT AS AN ADU.
F. Describe the present land uses (i.e. vacant land, single family homes, apartments, offices,
etc.) that surround the proposed development to the:
North: VACANT
South: SINGLE FAMILY HOME
East: SINGLE FAMILY HOME
West: SINGLE FAMILY HOME
G. Is project located within a 100-year flood plain?
11. PRESENT USE OF PROPERTY
0Yes [Z] No
A. Are there existing structures on the property? [x] Yes D No
If yes, please describe.
EXISTING ONE-STORY SINGLE-FAMILY RESIDENCE
EXISTING TWO-STORY ACCESSORY STRUCTURE
B. Will any existing structure be removed/demolished? D Yes IB] No
If yes to either question, describe the extent of the demolition or removal, including the relocation
site, if applicable (also show on plans).
Ill. LOT COVERAGE
A. Existing and Proposed
Existing Pro12osed Total
Building Coverage 2,458 sq. ft. 0 sq. ft. 2,458 sq. ft. 19.9
Landscaped Area §,_ 156 sq. ft. 0 sq. ft. 6,156 sq. ft. 50.1
%
%
Hardscape Area 3,712 sq. ft. 0 sq. ft. 3,712 sq. ft. 30.0 %
Unimproved Area (Left Natural) 0 sq. ft. 0 sq. ft. 0 sq. ft. 0 %
P-6 Page 2 of 7 Revised 08/19
P-6
B. Parking: Number of existing spaces 3 GARAGE SPACES TOTAL
Number of new spaces proposed --"'-----
Existing/Proposed TOTAL: 3
Number of total spaces required ___ 3 ___ _
Number of covered spaces 3
Number of uncovered spaces ____ 4 ___ _
Number of standard spaces N/A
Number of compact spaces NIA
Is tandem parking existing? D Yes# __ [x] No
Is tandem parking proposed? D Yes# [x] No
C. Grade Alteration:
Is any grading proposed? D Yes IB] No
If yes, please complete the following:
1. Amount of cut ___________________ cu. yds.
2. Amount of fill cu. yds.
3. Maximum height of fill slope feet
4.
5.
6.
Maximum height of cut slope ______________ feet
Amount of import or export cu. yds.
Location of borrow or disposal site ________________ _
Page 3 of 7 Revised 08/19
Development Services
Planning Division
1635 Faraday Aven ue
760-602-4610
www.carlsbadca.gov
PURPOSE
CLIMATE ACTION PLAN
CONSISTENCY CHECKLIST
P-30
{"City of
Carlsbad
In September 2015, the City of Carlsbad adopted a Climate Action Plan (CAP) that outlines actions that
the city will undertake to achieve its proportional share of state greenhouse gas (GHG) emissions
reductions. This checklist contains measures that are required to be implemented on a project-by-project
basis to ensure that the specified emissions targets identified in the Cl imate Action Plan (CAP) are
achieved. Implementation of these measures will ensure that new development is consistent with the
CAP's assumption for relevant CAP strategies toward achieving the identified greenhouse gas (GHG)
reduction targets. In this manner, a project's incremental contribution to a cumulative GHG emissions
effect may be determined not to be cumulatively considerable if it complies with the requirements of the
CAP, in accordance with CEQA Gu idelines Sections 15064(h)(3), 15130(d), and 15183(b).*
*City staff are currently not assessing the greenhouse gas impacts of California Environmental Quality Act
projects by using the Climate Action Plan as a qualified GHG reduction plan under CEQA section
15183.S(b). Please consult with t he Planning Department for further guidance. Additional information
may be found on the Climate Action Plan Update and Vehicle Miles Traveled calculations staff report.
This checkli st is intended to assist project applicants in identifying CAP ordinance requirements and
demonstrate how their project fu lfills those requirements. This checklist is to be completed and included
in applications for new development projects that are subject to discretionary review or require a building
permit.
APPLICATION SUBMITTAL REQUIREMENTS
• The completed checklist must be included in the project submittal package or building permit
application. Application submittal procedures can be found on the City of Carlsbad website. This
checklist is designed to assist the applicant in identifying the minimum CAP-related requirements
specific to their project. However, it may be necessary to supplement the completed checklist with
supporting materials, calculations or certifications, to demonstrate full compliance with CAP
requirements. For example, projects that propose or require a performance approach to comply
with energy-related measures will need to attach to this checklist separate calculations and
documentation as specified by the ordinances.
• If an item in the checklist is deemed to be not applicable to a project, or is less than the minimum
required by ordinance, an explanation must be provided to the satisfaction of the Planning Division
or building official.
• The requirements in the checklist will be included in the project's conditions of approval or issuance
of bu il ding permit .
• Details on CAP ordinance requirements are available on the city's website.
P-30 Page 1 of 7 Revised 07/21
City of Carlsbad Climate Action Pan Consistency Checklist
STEP 1: LAND USE CONSISTENCY
The first step in determining CAP consistency for discretionary development is to assess the project's consistency
with the growth projections used in the development of the CAP . This section allows the city to determine a
project's consistency with the land use assumptions used in the CAP. Projects found not to be consistent with the
CAP's land use assumptions and that are projected to emit at or above the CAP screening threshold of 900 metric
tons of CO2 equivalent (MTC02e) GHG will be subject to a project-specific analysis of GHG emissions' impact on the
environment in accordance with the requirements of the California Environmental Quality Act (CEQA). This may
result in GHG-reducing mitigation measures applied as a condition of project approval in addition to compliance
with the CAP ordinance requirements identified in Step 2 of this checklist.
(Check the appropriate box and provide an explanation and supporting documentation for your answer)
A. Is the proposed project consistent with the existing General Plan land use and specific/master plan or zoning designations?
OR,
If the proposed project is not consistent with the existing land use plan and zoning designations, does the project include a
land use plan and/or specific plan, master plan or zoning designation amendment that would result in an equivalent or less
GHG-intensive project when compared to the existing designations?
Yes No
□
If ''Ye~', proceed to Step 2 of the checklist. For the second option under Question A above, provide estimated project-related GHG emissions under both existing and
proposed designation(s) for comparison. GHG emissions must be estimated in accordance with the City of Carlsbad Guidance to Demonstrating Consistency with the
Climate Action Plan.
If "No", proceed to Question B.
B. The CAP established a screening threshold of 900 MTC02e/year for new development projects to assist in determining
consistency with the CAP. The types and sizes of typical projects listed below have been determined to correspond to the CAP
screening threshold. Will the proposed land use change result in the construction of less than any one of the following?
• Single-Family Housing: 50 dwelling units
• Multi-Family Housing: 70 dwelling units
• Office: 35,000 square feet
• Retail Store: 11,000 square feet
• Grocery Store: 6,300 square feet
• Other: If the proposed project is not one of the above types, provide a project-specific GHG emissions analysis to
determine whether it is below the 900 MTC02e/year screening threshold.
If ''Yes", proceed to Step 2 of the checklist.
□ □
If "No", the project's GHG impact is potentially significant and must be analyzed in accordance with CEQA. Applicant must prepare a Self-developed GHG emissions
reduction program in accordance with the City of Carlsbad Guidance to Demonstrating Consistency with the Climate Action Plan to demonstrate how it would offset
the increase in emissions over the existing designations. The project must incorporate each of the applicable measures identified in Step 2 to mitigate cumulative
GHG emissions impacts unless the decision maker finds that a measure is infeasible in accordance with California Environmental Quality Act Guidelines Section
15091. Mitigation in lieu of or in addition to the measures in Step 2 may be required, depending on the results of the project-specific GHG impact analysis. Proceed
and complete a project-specific Self-developed GHG emissions reduction program and Step 2 of the Checklist.
P-30 Page 2 of 7 Revised 07/21
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: SULLIVAN ADU
Property
Address/APN: 1420 YOURELL AVE/ 156-051-03-00
Applicant Name/Co.: LOGAN ANDERSON / MARCELA & LOGAN ARCHITECTS
Applicant Address: 1106 2ND ST, #561 ENCINITAS, CA 92024
Contact Phone: 619-807-0640 Contact Email: LOGAN@MARCELALOGAN.COM
Contact information of person completing this checklist (if different than above):
Name:
Company
name/address:
Contact Phone:
Contact Email:
Use the table below to determine which 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 bu ilding@carlsbadca.gov.
Estimated Building Permit Valuation (BPV): $_34_,8_8_2_.S_o ______ _
:, --t -, .·-:1. ·• r-i• -,--J, .. ~--.~ ..... , ......... . ~ ., • .. · -
:;I" -• • ,. • • ' -' -_. r
t8l Alterations:
t8l BPV < $60,000
□ BPV 2! $60,000
□ Electrical service panel upgrade
□ BPV 2! $200,000
□ New construction
D Alterations:
P-30
N/A
lA and 4A
4A
lA and 4A
Page 3 of 7
All residential alterations
1-2 family dwellings and townhouses with attached
garages only
Multi-family dwellings only where interior finishes are
removed and significant site work and upgrades to
structural and mechanical, electrical, and/or plumbing
systems are proposed
Revised 07/21
City of Carlsbad Climate Action P an Consistency Checklist
D BPV 2'. $200,000 or additions 2'. 1B,5 1,000 square feet
D BPV 2'. $1,000,000 1B, 2B and 5 Building alterations of 2'. 75% existing gross floor area
D 2'. 2,000 sq. ft. new roof addition 2B and 5 1B also applies if BPV 2'. $200,000
Please refer to Carlsbad Ordinance No. CS-347 and the California Green Building Standards Code (CALGreen) for more information when completing this section.
A. D Residential addition or alteration,! $60,000 building permit valuation.
See Ord. CS-347, Section 8.
Year Built Single-family Requirements
D Before 1978 Select one:
D Duct sealing D Attic insulation D Cool roof
D 1978 and later Select one:
D Lighting package D Water heating package
D Between 1978 and 1990
D 1991 and later
B. D Nonresidential* new construction or alterations,! $200,000 building permit valuation,
or additions ~ 1,000 square feet.
See CALGreen Appendix AS, Discussion AS.2, as amended in CS-347, Section 3.
AS.203.1.1.l
D Outdoor lighting: .90 Allowed Outdoor Lighting Power
AS.203.1.1.2
D Restaurant service water heating (comply with California Energy Code Section 140.5, as amended)
AS.203.1.2.1
Choose one as applicable: D .95 Energy budget D .90 Energy budget
AS.211.1. **
D On-site renewable energy
AS.211.3**
D Green power (if offered by local utility provider, 50% minimum renewable sources)
AS.212.1
D Elevators and escalators
AS.213.1
D Steel framing
P-30 Page 4 of 7
D N/A __________ _
D Exception: Home energy score~ 7
(attach certification)
Multi-family Requirements
D Attic insulation
Select one:
D Attic insulation D Duct Sealing □Cool roof
Select one:
D Lighting package D Water heating package
D N/A ________ _
D N/A
□ N/A
D N/A
D N/A
D N/A
D N/A
Revised 07/21
City of Carlsbad Climate Action Plan Consistency Checklist
□ N/A
* Includes hotels/motels and high-rise residential buildings
** For alterations 2! $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.
F'r~~rv;_, .,... ~ :--;-r::•, .. ,~ rc_.,'1(1".;tr'";.!ff,1 --JSt";. .., •,•:~·~•-,-f't,l""->ll•· .. 1 .. p~!•'"~ :;·..-. j.,.,...,n: '...C!r\fl°~~'1'•'"~~T:°t-,/.-J"l~,P,11t,?~iJ"(l"Ji~~~r;_t• :ji":'-,""',,-, ,-r ~-,.,."r:;.-{• !~ J;-J;,,~·f~1,1fl.•'•,:--",~-:.':?'J,.,N"'.,-~ ..._:~t
i~·,\c _,, J ·~ ~,•-: :J • ~ .c., ·.H~~:-.~ ~:~ . ~. ·: :\~.-.· --~~ : ~ -~-':~ :... . ~J .. :}/)~~~:::~r.~:1~ .. -\~1:. ·1 ,ti] .. :.,.~ ;_ .I~~-.,L.-_ · ► __ • _. -~ ~ ~ :~:L~--.. _ .~-~i~~~~;1(~~~;~1~.-~ ,~:j
A. D Residential new construction (for building permit applications submitted after 1/1/20). Refer to 2019 California Energy Code section 150.l(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 kWdc*
sheets if necessary)
Total System Size:
kWdc = (CFAx.572) / 1,000 + (1.15 x #d.u.)
*Formula calculation where CFA = conditional floor area, #du= number of dwellings per plan type
If proposed system size is less than calculated size, please explain.
Exception
□
□
□
□
kWdc
B. D Nonresidential new construction or alterations 2!$1,000,000 BPV and affecting 1?75% existing floor area, or addition that increases roof area by 2!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< 10,000s.f. Enter: 5 kWdc
Min. System Size: ___ kWdc
□ If 2! 10,000s.f. calculate: 15 kWdc x (GFA/10,000) **
**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 07/21
City of Carlsbad Climate Action Pan Consistency Checklist
A. D Residential and hotel/motel new construction
Please refer to Carlsbad Ordinance CS-347 and CS-348 when completing this section.
□ For systems serving individual dwelling units choose one:
□ Heat pump water heater AND compact hot water distribution AND drain water heat recovery (low-rise residential
only)
□ 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.l{c) 14 (for low-rise residential)
□ Heat pump water heater meeting Tier 3 or higher NEEA Advanced Water Heating Specification
□ Solar water heating system that is either .60 solar savings fraction or 40 s.f. solar collectors
D Exception:
□ For systems serving multiple dwelling units, install a central water-heating system with all of the following:
□ Gas or propane water heating system
□ Recirculation system per CS-347 {high-rise residential, hotel/motel) or CS-348 {low-rise residential)
□ Solar water heating system that is either:
□ .60 solar savings fraction or 40 s.f. solar collectors
□ .40 solar savings fraction, plus drain water heat recovery
□ 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):
□ Solar-thermal □ Photovoltaics □ Recovered energy
□ Water heating system is (choose one):
D Heat pump water heater
□ Electric resistance water heater(s)
□ Solar water heating system with .40 solar savings fraction
□ Exception:
A. D Residential New construction and major alterations*
Please refer to Carlsbad Ordinance CS-349 when completing this section.
□ One and two-family residential dwelling or townhouse with attached garage:
□ One EVSE ready parking space required □ Exception :
D Multi-family residential: D Exception :
Total Parking Spaces EVSE Spaces
Proposed Capable I Ready
I
calculations: Total EVSE spaces= .10 x Total parking (rounded up to nearest whole number)
EVSE Installed= Total EVSE Spaces x .SO (rounded up to nearest whole number)
EVSE other= Total EVSE spaces-EVSE Installed
(EVSE other may be "capable," "Ready" or "Installed.")
I
I
Installed I
I
Total
P-30 Page 6 of 7 Revised 07/21
..
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) D 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
D 0-9 1 1
D 10-25 2 1
D 26-50 4 2
D 51-75 6 3
D 76-100 9 5
D 101-150 12 6
D 151-200 17 9
D 201 and over 10 percent of total 50 percent of Required EV Spaces
~-J"l~:Ji~~~:!"";J~~:~~i~~r~'F-;'.',~', ,,~_'4';,:,-.--... ::" .. •.,.:~t'1·~{•¥~~~~4l"~:,?t~;-',..-.;"'~~+~.~1"J.•-, ':.";· -'~ ~ ,-,. ':-:~~~~~-.: · ·, •· •~r.• ... , ~.,..,
~ .. ~ ~-...:~J:t~.\i,:._r;' ~ i..;..:,,;.:;:,i~ ~ -1,;rc.1., ',., .... ~'"..· •• ,{1, &.. ~ --1 ~·,: ~-:·: ·• •~~~~; ~.:,l~,~•: -~ ~: ,.1 , '_: j,:,;·~!... '.•~• t~ ~_:,. '~ ',, ., •• .-J, ~ __.;,.._,~ : : f ~~'i .l l~ . .'..l..,; J _ • ' .i _ .,_,..;"1
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: Notwithstanding the 110 employee ADT threshold above, General Plan Mobility Element Policy 3-P.11 requires new development that adds vehicle traffic
to vehicle LOS-exempt street facilities to implement TOM and transportation system management strategies. Please consult with City of Carlsbad Land Development
Engineering (LOE) staff to determine whether this policy applies to your project.
TOM plan required: Yes □ No D
LOE Staff Verification: □ ______ (staff initials)
P-30 Page 7 of 7 Revised 07/21
C cityaf
Carlsbad
I INSTRUCTIONS:
STORM WATER STANDARDS
QUESTIONNAIRE
E-34
Development Services
Land Development Engineering
1635 Faraday Avenue
(760) 602-2750
www.carlsbadca.gov
To address post-development pollutants that may be generated from development projects, the city requires that new
development and significant redevelopment priority projects incorporate Permanent Storm Water Best Management
Practices (BMPs) into the project design per Carlsbad BMP Design Manual (BMP Manual). To view the BMP Manual,
refer to the Engineering Standards (Volume 5).
This questionnaire must be completed by the applicant in advance of submitting for a development application
(subdivision, discretionary permits and/or construction permits). The results of the questionnaire determine the level of
storm water standards that must be applied to a proposed development or redevelopment project. Depending on the
outcome, your project will either be subject to 'STANDARD PROJECT' requirements or be subject to 'PRIORITY
DEVELOPMENT PROJECT' (PDP) requirements.
Your responses to the questionnaire represent an initial assessment of the proposed project conditions and impacts. City
staff has responsibility for making the final assessment after submission of the development application. If staff
determines that the questionnaire was incorrectly filled out and is subject to more stringent storm water standards than
initially assessed by you, this will result in the return of the development application as incomplete. In this case, please
make the changes to the questionnaire and resubmit to the city.
If you are unsure about the meaning of a question or need help in determining how to respond to one or more of the
questions, please seek assistance from Land Development Engineering staff.
A completed and signed questionnaire must be submitted with each development project application. Only one
completed and signed questionnaire is required when multiple development applications for the same project are
submitted concurrently.
PROJECT INFORMATION
PROJECT NAME: SULLIVAN ADU PROJECT ID :
ADDRESS: 1420 YOURELL AVE APN : 156-051-03-00
The project is (check one): D New Development IBl Redevelopment
The total proposed disturbed area is: 0 ft2 ( 0 ) acres
The total proposed newly created and/or replaced impervious area is : 0 ft2 ( 0 ) acres
If your project is covered by an approved SWQMP as part of a larger development project, provide the project ID and the
SWQMP # of the larger development project:
Project ID SWQMP#:
Then , go to Step 1 and follow the instructions. When completed , sign the form at the end and submit this with your
application to the city.
E-34 Page 1 of 4 REV 03/19
STEP1
TO BE COMPLETED FOR ALL PROJECTS
To determine if your project is a "development project", please answer the following question:
YES NO
Is your project LIMITED TO routine maintenance activity and/or repair/improvements to an existing building l& □ or structure that do not alter the size (See Section 1.3 of the BMP Design Manual for guidance)?
If you answered "yes" to the above question, provide justification below then go to Step 5, mark the third box stating "my
project is not a 'development project' and not subject to the requirements of the BMP manual" and complete applicant
information.
MY PROJECT IS NOT A DEVELOPMENT PROJECT AND NOT SUBJECT TO THE REQUIREMENTS OF THE BMP
MANUAL.
Justification/discussion: (e.g. the project includes only interior remodels within an existing building):
THERE WILL BE NO CONSTRUCTION ACTIVITY. EXISTING STRUCTURES AND SITE CONDITIONS TO REMAIN AS IS.
THE EXISTING PERMITTED ACCESSORY STRUCTURE TO REMAIN. OWNERS WANT TO LEGALLY CHANGE THE
NAME FROM ACCESSORY STRUCTURE TO AN ACCESSORY DWELLING UNIT.
If you answered "no" to the above question, the project is a 'development project', go to Step 2.
STEP 2
TO BE COMPLETED FOR ALL DEVELOPMENT PROJECTS
To determine if your project is exempt from PDP requirements pursuant to MS4 Permit Provision E.3.b.(3), please answer
the following questions:
Is your project LIMITED to one or more of the following:
YES NO
1. Constructing new or retrofitting paved sidewalks, bicycle lanes or trails that meet the following criteria:
a) Designed and constructed to direct storm water runoff to adjacent vegetated areas, or other non-
erodible permeable areas; OR □ □ b) Designed and constructed to be hydraulically disconnected from paved streets or roads; OR
c) Designed and constructed with permeable pavements or surfaces in accordance with USEPA
Green Streets quidance?
2. Retrofitting or redeveloping ex isting paved alleys, streets, or roads that are designed and constructed in □ □ accordance with the USEPA Green Streets guidance?
3. Ground Mounted Solar Array that meets the criteria provided in section 1.4.2 of the BMP manual? □ □
If you answered "yes" to one or more of the above questions, provide discussion/justification below, then go to Step 5, mark
the second box stating "my project is EXEMPT from PDP ... " and complete applicant information.
Discussion to justify exemption ( e.g. the project redeveloping existing road designed and constructed in accordance with
the USEPA Green Street guidance):
If vou answered "no" to the above questions, your project is not exempt from PDP, go to Step 3.
E-34 Page 2 of 4 REV 03/19
STEP3
TO BE COMPLETED FOR ALL NEW OR REDEVELOPMENT PROJECTS
To determine if your project is a PDP, please answer the following questions (MS4 Permit Provision E.3.b.(1 )):
YES NO
1. Is your project a new development that creates 10,000 square feet or more of impervious surfaces
collectively over the entire project site? This includes commercial, industrial, residential, mixed-use, □ □ and public development projects on public or private land.
2. Is your project a redevelopment project creating and/or replacing 5,000 square feet or more of
impervious surface collectively over the entire project site on an existing site of 10,000 square feet or □ □ more of impervious surface? This includes commercial, industrial, residential, mixed-use, and public
development projects on public or private land.
3. Is your project a new or redevelopment project that creates and/or replaces 5,000 square feet or more
of impervious surface collectively over the entire project site and supports a restaurant? A restaurant is
a facility that sells prepared foods and drinks for consumption, including stationary lunch counters and □ □ refreshment stands selling prepared foods and drinks for immediate consumption (Standard Industrial
Classification (SIC) code 5812).
4. Is your project a new or redevelopment project that creates 5,000 square feet or more of impervious
surface collectively over the entire project site and supports a hillside development project? A hillside □ □ development project includes development on any natural slope that is twenty-five percent or qreater.
5. Is your project a new or redevelopment project that creates and/or replaces 5,000 square feet or more
of impervious surface collectively over the entire project site and supports a parking lot? A parking lot is □ □ a land area or facility for the temporary parking or storage of motor vehicles used personally for
business or for commerce.
6. Is your project a new or redevelopment project that creates and/or replaces 5,000 square feet or more
of impervious street, road, highway, freeway or driveway surface collectively over the entire project □ □ site? A street, road, highway, freeway or driveway is any paved impervious surface used for the
transportation of automobiles, trucks, motorcvcles, and other vehicles.
7. Is your project a new or redevelopment project that creates and/or replaces 2,500 square feet or more
of impervious surface collectively over the entire site, and discharges directly to an Environmentally
Sensitive Area (ESA)? "Discharging Directly to " includes flow that is conveyed overland a distance of □ □ 200 feet or less from the project to the ESA, or conveyed in a pipe or open channel any distance as an
isolated flow from the project to the ESA (i.e. not commingled with flows from adjacent lands).*
8. Is your project a new development or redevelopment project that creates and/or replaces 5,000 square
feet or more of impervious surface that supports an automotive repair shop? An automotive repair □ □ shop is a facility that is categorized in any one of the following Standard Industrial Classification (SIC)
codes: 5013, 5014, 5541, 7532-7534, or 7536-7539.
9. Is your project a new development or redevelopment project that creates and/or replaces 5,000 square
feet or more of impervious area that supports a retail gasoline outlet (RGO)? This category includes □ □ RGO's that meet the following criteria: (a) 5,000 square feet or more or (b) a project Average Daily
Traffic (ADT) of 100 or more vehicles per dav.
10. Is your project a new or redevelopment project that results in the disturbance of one or more acres of land □ □ and are expected to generate pollutants post construction?
11 . Is your project located within 200 feet of the Pacific Ocean and (1) creates 2,500 square feet or more of
impervious surface or (2) increases impervious surface on the property by more than 10%? (CMC □ □ 21 .203.040)
If you answered "yes" to one or more of the above questions, your project is a PDP. If your project is a redevelopment
project, go to step 4. If your project is a new project, go to step 5, check the first box stating "My project is a PDP ... "
and complete applicant information.
If you answered "no" to all of the above questions, your project is a 'STANDARD PROJECT.' Go to step 5, check the
second box statinq "My project is a 'STANDARD PROJECT' ... " and complete applicant information.
E-34 Page 3 of 4 RE V 03/19
STEP4
TO BE COMPLETED FOR REDEVELOPMENT PROJECTS THAT ARE PRIORITY DEVELOPMENT PROJECTS (PDP)
ONLY
Complete the questions below regarding your redevelopment project (MS4 Permit Provision E.3.b.(2)):
YES NO
Does the redevelopment project result in the creation or replacement of impervious surface in an amount
of less than 50% of the surface area of the previously existing development? Complete the percent
impervious calculation below:
Existing impervious area (A) = sq. ft. □ □
Total proposed newly created or replaced impervious area (B) = sq. ft.
Percent impervious area created or replaced (B/A)*100 = %
If you answered "yes", the structural BMPs required for PDP apply only to the creation or replacement of impervious
surface and not the entire development. Go to step 5, check the first box stating "My project is a PDP ... " and complete
applicant information.
If you answered "no," the structural BM P's required for PDP apply to the entire development. Go to step 5, check the
check the first box statinq "My project is a PDP ... " and complete applicant information.
STEPS
CHECK THE APPROPRIATE BOX AND COMPLETE APPLICANT INFORMATION
D My project is a PDP and must comply with PDP stormwater requirements of the BMP Manual. I understand I must
prepare a Storm Water Quality Management Plan (SWQMP) for submittal at time of application.
□ My project is a 'STANDARD PROJECT' OR EXEMPT from PDP and must only comply with 'STANDARD PROJECT'
stormwater requirements of the BMP Manual. As part of these requirements, I will submit a "Standard Project
Requirement Checklist Form E-36" and incorporate low impact development strategies throughout my project.
Note: For projects that are close to meeting the PDP threshold, staff may require detailed impervious area calculations
and exhibits to verify if 'STANDARD PROJECT' stormwater requirements apply.
t8:I My Project is NOT a 'development project' and is not subject to the requirements of the BMP Manual.
Applicant Information and Signature Box
Applicant N~S0; Applicant Title: ARCHITECT
Date: 9/17/2021 Applicant Si at ·
* Environmentally Sensitive Areas include but are not limited to all Clean Water Act Section 303(d) impaired water bodies; areas designated as Areas of Special
Biological Significance by the State Water Resources Control Board (Water Quality Control Plan for the San Diego Basin (1994) and amendments); water bodies
designated with the RARE beneficial use by the State Water Resources Control Board (Water Quality Control Plan for the San Diego Basin (1994) and
amendments); areas designated as preserves or their equivalent under the Multi Species Conservation Program within the Cities and County of San Diego; Habitat
Management Plan; and any other equivalent environmentally sensitive areas which have been identified by the City.
IS ox or ,tv se nrv Th . B ~ c· U O I
YES NO
City Concurrence: □ □
By:
Date:
Project ID:
E-34 Page 4 of 4 REV 03/19
West Coast Escrow
7020 Avenida Encinas
Carlsbad, CA 92011
Attn: Cy D'ann Bennett
I""""'
~ ..
8880 Rio San Diego Drive, Suite 1100, San Diego, CA 92108
Toll Free: (877)365-9365 I Direct: 619-564-5641 I Fax: 855-629-7811
PRELIMINARY REPORT
Our Order: CA0410-15023205-41
Escrow Ref: CR-12307
Listing Agent Ref: 1420 Yourell
When Replying Please Contact:
Title365 Company Inc.
8880 Rio San Diego Drive, Suite 1100
San Diego, CA 92108
Attn: Dee Dee Burland & Rhiannon Stotler
619-564-5641
Todays Date: November 14, 2015
Property Address: 1420 Yourell Avenue, Carlsbad, CA 92008
y
In response to the application for a Policy of Title Insurance, Title365 Company Inc. 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 herein and/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 of
Title Insurance are set forth in Exhibit B 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 AL TA 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 B. 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 herein and the exceptions and exclusions set forth in Exhibit B
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 Policy or Policies of Title Insurance and should be carefully considered.
It is important to note that this preliminary report is not a written representation as to the condition of title and
may not list 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 or Policies of Title Insurance and no liability is assumed hereby. If it is desired that liability be assumed prior to the
issuance of a Policy or Policies of Title Insurance, a Binder or Commitment should be requested.
Dated as of November 9, 2015, at 07:30 AM.
Dee Dee Burland & Rhiannon Stotler
Title Officer
tu41@title365.com
The form of policy of title insurance contemplated by this report is:
ALTA Loan Policy 2006 with ALTA Endorsement-Form 1 Coverage ALTA Homeowner's Policy (1/1/08) Underwritten by:
First American Title Insurance Company
I Preliminary Report Created: 11/14/2015
0 0
SCHEDULE A
The estate or interest in the land hereinafter described or referred to covered by this Report is:
A Fee
Title to said estate or interest at the date hereof is vested in:
Thalia E. Poulos as truster and trustee of the Thalia E. Poulos Living Trust dated July 11, 2005
The land hereinafter referred to is situated in the City of Carlsbad, County of San Diego, State of CA, and is described as
follows:
Lot 3 Block "B" of Shangrila Tract, in the City of Carlsbad, County of San Diego, State of California, according to map
thereof No. 3179, filed in the Office of the County Recorder of San Diego County, January 27, 1955.
APN: 156-051-03-00
\Preliminary Report-A Created: 11/14/2015 · CA0410-15023205-41
j
SCHEDULE B
At the date hereof, Exceptions to coverage, in addition to the printed Exception and Exclusions contained in said policy
form would be as follows:
1. General and Special City and/or County taxes, including any personal property taxes and any assessments
collected with taxes, for the fiscal year 2015 -2016:
1st Installment: $2,714.43 Open
Penalty: $271.44
2nd Installment: $2,714.43 Open
Penalty: $281.44
Exemption: $7,000.00
Code Area: 09000
Assessment No. 156-051-03-00
2. Assessments, if any, for community facility districts affecting said land which may exist by virtue of assessment
maps or notices filed by said districts. Said assessments are collected with the County Taxes.
3. The lien of supplemental taxes, if any, assessed pursuant to the provisions of Chapter 3.5 (commencing with
Section 75) of the revenue and taxation code of the State of California.
4. Water rights, claims or title to water in or under said land, whether or not shown by the public records.
5. An easement for the purpose shown below and rights incidental thereto as granted in a document:
In Favor of: South Coast Land Company
Purpose: pipelines
Recorded: April 30, 1915 in Book 672 and Page 362, of Deeds.
Affects: Said land
6. Covenants, conditions, and restrictions as set forth in instrument recorded February 1, 1955 in Book 5515 and
Page 295, of Official Records, but omitting any covenant, condition or restriction, if any, based on race, color,
religion, sex, handicap, familial status, or national origin unless and only to the extent that the covenant, condition
or restriction (a) is exempt under Title 42 of the United States Code, or (b) relates to handicap, but does not
discriminate against handicapped persons.
Said covenants, conditions, and restrictions provide that a violation thereof shall not defeat or render invalid the
lien of any mortgage or deed of trust made in good faith and for value.
Said Covenants, Conditions and Restrictions have been modified by an instrument:
Recorded: February 14, 1955 in Book 5531 and Page 135, of Official Records.
7. Deed of Trust to secure an indebtedness in the amount shown below, and any other obligations secured thereby:
Amount: $743,500.00
Dated: September 24, 2007
Trustor: Thalia E Poulos, trustor and trustee of the Thalia E. Poulos Living Trust dated July 11, 2005
Trustee: ReconTrust Company, N.A.
Beneficiary: Mortgage Electronic Registration Systems, Inc. MERS is a separate corporation that is acting
solely as a nominee for Countrywide Bank, FSB
Recorded: October 1, 2007 as Instrument Number 2007-0635569 of Official Records.
a. By mesne assignments of record, the beneficial interest under said deed of trust was assigned to:
Assignee: US Bank NA as Legal Title trustee for Truman 2013 SC3 Title Trust
Mailing Address: Truman 2013 SC3, LLC, 200 Business Park Drive Suite 103, Armonk, NY 10504
Loan No.: Not Set Out
Dated: March 24, 2014
Last Recorded Assignment: June 9, 2014 as Instrument Number 2014-0235672 of Official Records.
I Preliminary Report-B Created: 11/14/2015 CA0410-15023205-41
C ...
b. A Substitution of Trustee under said deed of trust which names as the substituted trustee, the following
Trustee: Attorney Lender Services Inc.
Recorded: January 5, 2015 as Instrument Number 2015-0001869, of official records.
c. A Notice of Default under the terms of said deed of trust
Executed by: Attorney Lender Services, Inc.
Recorded: January 5, 2015 as Instrument Number 2015-0001870 of Official Records.
d. A Notice of Trustee's Sale recorded April 28, 2015 as Instrument Number 2015-0204999 of Official
Records executed pursuant to the Deed of Trust recorded October 1, 2007 as Instrument Number
2007-0635569 of Official Records.
8. If title is to be insured in the trustee(s) of a trust or their act is to be insured, we will require a full copy of the trust
agreement and any amendments thereto. In certain situations the Company may accept a Trustee certificate
pursuant to Section 18100.5 of the California Probate Code for the trust agreement. The Company reserves the
right to except additional items and/or make additional requirements after reviewing said documents.
Name of Trust: The Thalia E. Poulos Living Trust dated July 11, 2005
9. In order to complete this report, this Company requires a Statement of Information to be completed by the
following party(ies),
Party(ies): All Parties
The Company reserves the right to add additional items or make further requirements after review of the
requested Statement(s) of Information.
END OF SCHEDULE B
j Preliminary Report-8 Created: 11/14/2015 CA041 0-15023205--41