HomeMy WebLinkAboutOrd 2022-3518 DocuSign Envelope ID: DF889DAD-1751-481A-A2F8-EE70A1AF091E
ORDINANCE NO. 3518
ORDINANCE OF THE CITY OF CHULA VISTA APPROVING
A DEVELOPMENT AGREEMENT BETWEEN THE CITY OF
CHULA VISTA AND ACI SUNBOW, LLC (MPA21-0014) FOR
THE SUNBOW II, PHASE 3 PROJECT
I. RECITALS
A. Project Site
WHEREAS, the area of land which is the subject of this Ordinance is represented
in Exhibit A, attached hereto and incorporated herein by this reference, and is
commonly known as Sunbow II,Phase 3, and for the purpose of general description
consists of 135.7-acres within the Sunbow II Planned Community generally located
at the southeast corner of Brandywine Avenue and Olympic Parkway(Project Site);
and
B. Project; Application for Discretionary Approvals
WHEREAS, on February 20, 1990, the City Council of the City of Chula Vista
approved the Sunbow 11 Sectional Planning Area (SPA) Plan (Resolution No.
15524), inclusive of a 46.0-acre parcel designated for an Industrial Park, known as
Planning Area 23 (PA23); and
WHEREAS, since approval all other parcels covered by the Sunbow II SPA have
been built out and the PA23 site has remained vacant; and
WHEREAS,on January 7,2020,the City Council of the City of Chula Vista approved
a Community Benefits Agreement (Resolution No. 2020-003) with ACI Sunbow,
LLC (Applicant/Owner), to allow the Owner to process entitlements to consider the
conversion of the PA23 land from industrial to residential uses and in exchange would
provide funding that can be used by the City to direct the construction of a job
enhancing use in Eastern Chula Vista or other signature project; and
WHEREAS, applications to consider such amendments to the City of Chula Vista
General Plan(MPA20-0012), Sunbow II General Development Plan(MPA20-0013),
Sunbow II,Phase 3 SPA Plan(MPA20-0006)and approval of an associated Tentative
Map(PCS20-0002) and Development Agreement(MPA21-0014)were filed with the
City of Chula Vista Development Services Department on February 26, 2020 by the
Applicant; and
WHEREAS, the Applicant proposes to rezone 67.5-acres of developable land on the
Project Site from light industrial to residential uses resulting in up to 534 multi-family
medium-high-density and 184 multi-family high-density residential dwelling units
(718 total units) on six parcels and designate the remaining 68.2-acres as Multiple
Species Conservation Program (MSCP) land, Poggi Creek Conservation Easement
areas and a conserved wetland resource area on sixteen parcels(Project); and
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Ordinance No. 3518
Page No. 2
WHEREAS, immediately prior to this action, the City Council certified the EIR
(FEIR20-0002),pursuant to Resolution No. 2022-017; and
WHEREAS, immediately prior to this action, the City Council approved a General
Plan Amendment (MPA20-0012) and a Sunbow II General Development Plan
Amendment (MPA20-0013), pursuant to Resolution No. 2022-018; and
WHEREAS, immediately prior to this action, the City Council approved the
Sunbow II, Phase 3 SPA Plan Amendment(MPA20-0006), pursuant to Resolution
No. 2022-019 and rezone pursuant to Ordinance No. 3517; and
WHEREAS, immediately prior to this action, the City Council approved the
Tentative Map (PCS20-0002), pursuant to Resolution No. 2022-020; and
WHEREAS, due to waivers in Development Standards or fees related to, but not
limited to, a Jobs Enhancement Fund, Park Benefit Fee, Community Purpose
Facilities Benefit Fund, Affordable Housing obligations and purchase of City
owned land, a Development Agreement between the City and Applicant was
necessary; and
WHEREAS, approval of the Development Agreement serves as the final step in
Project approval; and
C. Environmental Determination
WHEREAS, the Director of Development Services has reviewed the proposed
project for compliance with the California Environmental Quality Act(CEQA) and
has determined that there is substantial evidence, in light of the whole record, that
the project may have a significant effect on the environment;therefore,the Director
of Development Services has caused the preparation of an Environmental Impact
Report (EIR20-0002); and
WHEREAS, the City Council has certified and hereby finds that the FEIR has been
prepared in accordance with the requirements of CEQA, and the Environmental
Procedures of the City of Chula Vista; and
D. Planning Commission Record of Application
WHEREAS, the Director of Development Services set the time and place for a
public hearing on the Project, and notice of the public hearing, together with its
purpose, was given by its publication in a newspaper of general circulation in the
City, and its mailing to property owners within 500 feet of the exterior boundary of
the Project Site at least ten (10) days prior to the public hearing; and
WHEREAS, the Planning Commission held an advertised public hearing and voted
0-6 recommending the City Council deny the approval of the Project, citing that
further analysis related to the Jobs Enhancement Fund and a mix of land uses on
the site be considered; and
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Ordinance No. 3518
Page No. 3
WHEREAS, the proceedings and all evidence introduced before the Planning
Commission at the public hearing on the Project and the Minutes and Resolution
resulting therefrom, are incorporated into the record of this proceeding; and
E. City Council Record of Application
WHEREAS, the City Clerk set the time and place for a public hearing on the Project
and notices of said hearing, together with its purposes given by its publication in a
newspaper of general circulation in the City,and its mailing to property owners within
500 feet of the exterior boundaries of the Project Site at least ten(10)days prior to the
public hearing; and
WHEREAS,the duly noticed and called public hearing on the Project was held before
the City Council in the Council Chambers in the City Hall, Chula Vista Civic Center,
276 Fourth Avenue, to receive the recommendations of the Planning Commission,
and to hear public testimony with regard to the same.
II. NOW, THEREFORE, the City Council of the City of Chula Vista does hereby find,
determine and ordain as follows:
A. CONSISTENCY WITH GENERAL PLAN
The City Council finds that the proposed amendment to the Sunbow II, Phase 3
SPA Plan and related documents are consistent with the City of Chula Vista General
Plan. The General Plan envisioned Sunbow II as an efficient self-contained village.
B. APPROVAL OF PROPOSED AGREEMENT
The City Council hereby approves the Development Agreement between the City
of Chula Vista and ACI Sunbow, LLC as represented in Exhibit B attached hereto
and incorporated herein by this reference.
Iii. EFFECTIVE DATE
This ordinance shall take effect and be in full force on the thirtieth day from and after its adoption.
[SIGNATURES ON THE FOLLOWING PAGE]
DocuSign Envelope ID: DF889DAD-1751-481A-A2F8-EE70A1AF091E
Ordinance No. 3518
Page No. 4
Presented by Approved as to form by
DocuSigned by: DocuSigned by:
1
AA76F15D450845D... CF406508504446F...
Tiffany Allen Glen R. Googins
Director of Development Services City Attorney
PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista,
California, this 25th day of January 2022, by the following vote:
AYES: Councilmembers: Cardenas, McCann, Padilla, and Casillas Salas
NAYS: Councilmembers: None
ABSENT: Councilmembers: None
ABSTAIN: Councilmembers: Galvez
DocuSigned by:
062BFD7C0386456...
Mary Casillas Salas, Mayor
ATTEST:
DocuSigned by:
3074D104EAF342E...
Kerry K. Bigelow, MMC, City Clerk
STATE OF CALIFORNIA )
COUNTY OF SAN DIEGO )
CITY OF CHULA VISTA )
1, Kerry K. Bigelow, City Clerk of Chula Vista, California, do hereby certify that the foregoing
Ordinance No. 3518 had its first reading at a regular meeting held on the 18th day of January 2022,
and its second reading and adoption at a regular meeting of said City Council held on the 25th day
of January 2022; and was duly published in summary form in accordance with the requirements
of state law and the City Charter.
DocuSigned by:
6/15/2022Ia,I i,"-..;,
3074D104EAF342E...
Dated Kerry K. Bigelow, MMC, City Clerk
DocuSign Envelope ID: DF889DAD-1751-481A-A2F8-EE70A1AF091E
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DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit B DOC# 2022-0235131
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RECORDING REQUESTED BY: Jun 03, 2022 09:53 AM
OFFICIAL RECORDS
Ernest J. Dronenburg, Jr.,
City Clerk SAN DIEGO COUNTY RECORDER
FEES: $291.00 (SB2 Atkins: $0.00)
WHEN RECORDED MAIL TO: PAGES: 93
CITY OF CHULA VISTA
276 Fourth Avenue
Chula Vista, CA 91910
Above Space for Recorder's Use
DEVELOPMENT AGREEMENT
THIS DEVELOPMENT AGREEMENT ("Agreement") is made and entered into by and between
the CITY OF CHULA VISTA, a chartered California municipal corporation ("City") and ACI
SUNBOW LLC, a limited liability corporation ("Owner"). City and Owner whenever referenced
herein collectively shall be referred to as "Parties" and whenever referenced hereinafter
individually may be referred to as "Party." The Parties agree as follows:
RECITALS
A. City's Authority to Enter into Development Agreement. City is authorized under
California Government Code sections 65864 et seq. to enter into binding development agreements
with persons having legal or equitable interests in real property for the purposes of assuring,among
other things, (i) certainty as to permitted land uses in the development of such property,
(ii) provides for the construction of adequate public facilities to service such property, and (iii)
ensures the successful completion of the Sunbow General Development Plan, a 604.8 acre master
planned community ("Sunbow Master Plan").
B. The Property: Owner's Interest. Owner has a legal or equitable interest or both in
the approximately 135.7-acre site more particularly described in Exhibit "A" attached hereto (the
"Property"). The Property is the subject of this Agreement and is located within Sunbow II Phase
3 of the Sunbow Master Plan. Owner intends that its successors in interest and all other persons
holding legal or equitable interest or both in the Property benefit from and be bound by this
Agreement, as more particularly described herein. The owner intends to develop, improve, build
on, sell or lease the Property or portions thereof to various builders (as hereinafter defined) who
may acquire portions of the Property and the benefits and burdens under this Agreement.
C. The Project. The Property is being planned as a community with a range of
residential uses, open space and MSCP Preserve areas, and recreational opportunities (the
"Project"). More particularly, the Project is located south of Olympic Parkway,east of Brandywine
Avenue, and north and northwest of the Otay Landfill. The Project will provide 534 multi-family
medium-high-density residential dwelling units and 184 multi-family high-density residential
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dwelling units for a total of 718 units on the site. The Project will also include various passive and
active recreational open space areas distributed throughout the residential areas to provide
recreational opportunities within walking distance of the proposed residential uses.
D. Approval of Community Benefit Agreement. The Owner and City entered into that
certain Community Benefit Agreement (approved by Resolution No. 2020-003, January 7, 2020)
wherein the Owner would provide eight million dollars that can be used by the City to direct the
construction of a project in furtherance of the goals set forth in the University Innovation District
Master Plan, on a site located within the University Innovation District Master Plan or within the
SR-125 corridor that is owned by the City or under the control or ownership of a non-profit entity
that has been established to effectuate the goals of the University Innovation District Master Plan
(the "Job Enhancement Funds"). By way of example only, such project could involve : (i) the
construction of a Class "A" office building or an academic, commercial or innovation facility or
building that will attract job enhancing uses into the SR-125 corridor or the University Innovate
District Master Plan; (ii) such other uses that would enable the development of an Institute for
International Studies; or (iii) some other notable project at the City's discretion consistent with
the goals of the University Innovation District Master Plan.
E. Project Approvals. On January 18, 2022, the City approved a General Plan
Amendment (by Resolution No. 2022-018), an amendment to the Sunbow General Development
Plan, an amendment to Sunbow Sectional Planning Area (SPA) Plan, (by Resolution No. 2022-
019), rezone (by Ordinance No. 3517), a Development Agreement (by Ordinance No. 3518),
Tentative Map 20-0002 (by Resolution No. 2022-020), and other related entitlements for the
Project.
E. Certification of EIR. Prior to the City's adoption of the Existing Project Approvals
(as hereinafter defined) described above, the City Council (i) independently reviewed and
considered the significant environmental impacts of the Project and several alternatives to the
Project as described in that certain Final Environmental Impact Report ("Project EIR") and (ii)
adopted Resolution No. 2022-017 on January 18, 2022 certifying the Project EIR as adequate and
complete, making Findings concerning Mitigation Measures and Alternatives, adopting a
Statement of Overriding Considerations and adopting a Mitigation Monitoring and Reporting Plan
("MMRP") all in accordance with the provisions of the California Environmental Quality Act,
California Public Resources Code section 21000, et seq. ("CEQA")
F. City and Owner Acknowledge. City and Owner acknowledge this Agreement will
provide the following mutual benefits:
1. Facilitate the efficient development of the Project that will ensure the City's
timely receipt of the Job Enhancement Funds; and
2. Establish mechanisms that will help provide for the financing and
construction of facilities necessary to provide for anticipated levels of service to residents
of the Project; and
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3. Provide Owner with assurances regarding the Existing Project Approvals
and regulations that will be applicable to the development of the Project consistent with
the existing land use regulations and the Existing Project Approvals; and.
4. Assure that the Project does not cause any conflict with City's growth
management goals and objectives by, for example, ensuring the provision of adequate
public facilities at the time of Development, proper timing and sequencing of
Development, effective capital improvement programming, and appropriate Development
incentives; and
5. Allow for the development of the Property, that has remained undeveloped
for the last thirty (30) years, with 718 multifamily units, a 0.9-acre Community Purpose
Facility site, 16 acres of open space, and 64 acres of MSCP Preserve open space land.
G. The Parties agree that the covenants, promises and other material requirements of
this Agreement constitute adequate consideration that is fair, just, mutual, equitable and
reasonable. In particular, Owner would not enter into this Agreement, nor agree to provide and
furnish funds for the public and private Development and infrastructure described in this
Agreement, if not for the promise of City that the Property can be developed pursuant to the
Existing Project Approvals and Applicable Laws. Similarly, City would not enter into this
Agreement if not for the promise of Owner to provide the public facilities, public infrastructure
and other public benefits provided for in this Agreement.
H. Owner acknowledges and confirms that the timing and terms for City's approval,
as more particularly described in the Existing Project Approvals, satisfy the requirements to trigger
Owner's obligation to pay the Job Enhancement Funds described in Recital D.
I. Planning Commission. OnJuly 28, 2022, City's Planning Commission held a duly
noticed public hearing on this Agreement and at the conclusion of the hearing recommended denial
of the project which was subsequently appealed.
J. City Council Approval. On January 18, 2022, the City Council held a duly noticed
public hearing on this Agreement, at the conclusion of which the Council introduced and
conducted the first reading of the ordinance approving the Agreement, and subsequently, on
January 25, 2022, adopted Ordinance No 3518approving the Agreement. As part of its initial
hearing, the City Council considered and approved the environmental documentation for this
Agreement as being in compliance with the California Environmental Quality Act.
NOW, THEREFORE, for good and valuable consideration, the receipt and
adequacy of which are hereby acknowledged, City and Owner hereby agree as follows:
ARTICLE 1
DEFINITIONS
In this Agreement, unless the context otherwise requires, the following terms shall mean:
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"Applicable Law" means laws, rules, regulations and official policies of City (including
General Plan policies, Administrative codes, ordinances, resolutions and other local laws,
regulations, and policies of City) in force and effect on the Effective Date.
"City Council" means the Chula Vista City Council.
"City Laws"means any new rules, laws, regulations, policies, ordinances, resolutions and
standards adopted by the City after the Effective Date of this Agreement that can be applied to
decisions on Future Project Approvals or amendments to Existing Project Approvals as provided
for herein.
"Builder" means the entity, person or persons to whom Owner will sell, lease or convey
or has sold, leased or conveyed the Property or portions thereof, for purposes of its improvement
for residential, commercial, industrial or other uses.
"CEQA" means the California Environmental Quality Act, California Public Resources
Code sections 21000, et seq and State CEQA Guidelines, Title 14 of the California Code of
Regulations, section 15000 et seq.
"City" means the City of Chula Vista, in the State of California.
"CFD" means a Community Facilities District formed pursuant to the provisions of the
Mello-Roos Community Facilities District Act, California Government Code Section 53311, et
seq.
"Development" means the construction, reconstruction, conversion, structural alteration,
relocation,maintenance or enlargement of any structure; any mining, excavation, grading, landfill,
or land disturbance; the construction of roadways, water and sewer infrastructure and other
infrastructure improvements directly related to the Project whether located within or outside the
Property; the installation of landscaping and other facilities and improvements necessary or
appropriate for the Project; and any use or extension of the use of land.
"Development Impact Fee" or "DIF" means assessment, fee, charge or dedication
imposed upon development within the City pursuant to a Development Impact Fee Program or
equivalent program, adopted in accordance with the requirements of State law.
"Effective Date" means the first date on which all of the following are true: (a) the Owner
has signed the Agreement and returned the signed Agreement to the City; (b)the City Council has
adopted Ordinance No.3518, approving the Agreement.
"Existing Project Approvals"means the entitlements for the Project described in Recitals
above, and in particular the following: (i) amendment to the General Plan, (ii) amendment to the
Sunbow General Development Plan (iii) an amendment to Sunbow SPA 11, (iv) the rezone of the
Property, (v) Tentative Map NO. 20-0002, (vi) all associated documents that have been attached
and made a part thereof, such as the PFFP, and (vii) the Project EIR, all as may be amended from
time to time consistent with this Agreement.
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"Final Map(s)" means any final subdivision map for all or any portion of the Property
upon which the Project is located.
"Future Project Approvals" means all discretionary and ministerial permits and
approvals requested by the Owner and approved by the City after the Effective Date of this
Agreement, including, but not limited to: (i) grading permits; (ii) site plan reviews; (iii) design
guidelines review; (iv) subdivisions of the Property, or re-subdivisions of the Property; (v)
conditional use permits; (vi) variances; (vii) encroachment permits; (viii) rezoning's; and (ix) all
other reviews, permits, and approvals of any type which may be required from time to time to
authorize public or private on- or off-site development which is a part of the Project.
"Growth Management Ordinance" means Chapter 19.09 of City's Municipal Code, as it
exists on the date the Development Agreement is adopted.
"Job Enhancement Funds" means the sum of eight million dollars to be paid by Owner
in three payments as provided herein and as further defined in Recital D.
"Owner" means the person, persons, or entity having a legal or equitable interest in the
Property, or parts thereof, and includes Owner's successors-in-interest and "Builder" as defined
herein.
"PFFPs" means the Public Facilities Financing Plan for the Project, adopted as a part of
the Project.
"Planning Commission" means the Planning Commission of the City of Chula Vista.
"Project" means the Development of the Project and all related private and public
improvements on and off the Property as provided for in the Existing Project Approvals and as
may be authorized by the City in Future Project Approvals.
"Project Improvements and Infrastructure" means public and private improvements
and facilities (located on and off the Property) constructed to serve the Project as described in the
Existing Project Approvals or as may be imposed, pursuant to the terms of this Agreement, as part
of Future Project Approvals.
"Property" means the real property described in Exhibit "A."
"Term" of this Agreement means the period defined in Article 2, below.
ARTICLE 2
TERM
2.1. Term. This Agreement shall become effective as to the Property upon the Effective
Date and shall continue for fifteen (15) years ("Term") thereafter. The Term may be extended at
the Owner's sole option for two additional ten(10)year terms. In addition to the extensions herein
provided, the Owner may request that the term of the Agreement be extended beyond the two
additional extensions, which will be processed in the same manner as an amendment to this
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Agreement. In the event of litigation challenging this Agreement or the Project, the Term is
automatically suspended for the duration of such litigation and resumes upon final disposition of
such challenge and any appeal thereof upholding the validity of this Agreement or the Project. In
the event that a referendum petition concerning this Agreement or Project is duly filed in such a
manner that the ordinance approving this Agreement or the Project is suspended, then the Term is
deemed to commence upon City Council's certification of the results of the referendum election
affirming this Agreement or the Project as the case may be.
2.2 Extension. The Term shall be extended for any period of time during which
processing of applications for the Project,Future Project Approvals or issuance of building permits
to Owner is suspended for any reason other than due to the actions or the default of the Owner,
and for such period of time equal to the period of time during which any action by the City or court
action limits the processing of such Project applications, Future Project Approvals, issuance of
building permits or any other development of the Property consistent with this Agreement.
2.3. Covenants Running with the Land. As of the Effective Date, the terms and
provisions of this Agreement are enforceable by the parties as equitable servitudes affecting the
Property, constituting covenants running with the land pursuant to California law including,
without limitation, Civil Code § 1468. Each covenant herein to act or refrain from acting is for
the benefit of or a burden upon the Property, run with the Property, and are binding upon Owner
and the successors and assigns of Owner during their respective ownership of the Property.
2.4. Execution and Recordation. The City shall promptly execute this Agreement
within thirty (30) days after the Effective Date following City Council approval. The City may
execute the Agreement in counterparts as set forth in Section 15.5 herein. Within 10 days after the
Agreement has been executed by the City, the City Clerk shall notify the Owner of such execution
and provide Owner the Agreement for recordation. The Owner shall cause the recordation of such
Agreement and provide the City with a confirmed copy within ten(10)business days following its
recordation.
2.5 Public Benefits. The Parties agree that the covenants, promises and other material
requirements as set forth herein constitute adequate consideration that is fair, just, mutual,
equitable and reasonable. The Owner would not enter into this Agreement, nor agree to provide
and furnish funds for the public and private Development and infrastructure described in this
Agreement, if not for the promise of City that the Property can be developed pursuant to the
Existing Approvals and Applicable Laws. Similarly, City would not enter into this Agreement if
not for the promise of Owner to provide the public facilities, public infrastructure and other public
benefits provided for in this Agreement.
ARTICLE 3
VESTED RIGHTS
3.1. Vested Rights. In consideration of the benefits to City, as set forth herein, Owner
is vested with the right to develop and maintain the Property to the land uses, densities and
intensities of use, and the reservations and dedication of land for public purposes as provided in
the Existing Project Approvals, as such approvals may be amended from time to time, and subject
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to Applicable Laws and as further provided in Section 3.4 below. If Future Project Approvals are
obtained by Owner, they shall be vested to the same extent as the Existing Project Approvals.
3.2. Maximum Height and Size of Structures. The maximum height and size of
structures to be constructed on the Project will be governed by the Existing Project Approvals.
3.3. Applicable Law. As provided by this Agreement,the rules,regulations and official
policies (including General Plan policies, Administrative codes, ordinances, resolutions and other
local laws, regulations and policies of City)governing the pennitted uses,the density and intensity
of use, the design, improvement and construction standards and specifications of any
improvements and the mitigation of impacts of the Project, shall be those in full force and effect
on the Effective Date ("Applicable Law"). Applicable Law includes the Existing Project
Approvals, as they may be issued or amended from time to time, in a manner consistent with both
the terms and provisions of this Agreement. The City shall retain its discretionary authority as to
amendments to Existing Project Approvals and to Future Project Approvals, provided however,
such decisions shall be regulated by the Applicable Laws and as further provided in Section 3.4
below.
3.3.1. Amendments. By way of example, the following illustrate the application of
amendments that would hinder, impede or cause an unreasonable delay of the Project as
authorized by the Existing Project Approvals and would be considered in conflict with the
Applicable Laws.
(i) Prevent all or a portion of the Project or the Property from being developed,
used, operated or maintained in accordance with the terms and provisions of this
Agreement, Existing Project Approvals, or Applicable Laws;
(ii) Limit or reduce the overall density, intensity or unit count of the Project, or
any part thereof, to a density, intensity or unit count that is lower than that specified
in this Agreement, Existing Project Approvals or Applicable laws;
(iii) Modify any land use designation or conditional use of the Property in a
manner inconsistent with this Agreement, Existing Project Approvals, or
Applicable Laws;
(iv) Limit or control the rate, timing, phasing or sequencing of the approval,
development, construction or occupancy of all or any portion of the Project or
Property except as specifically permitted by this Agreement;
(v) Impose any condition, dedication or exaction that would conflict with this
Agreement, Existing Project Approvals, or Applicable Law;
(vi) Require the issuance of discretionary permits or nondiscretionary permits,
to the extent such permits impose new or different substantive requirements on
Owner or the Project that are not otherwise required by Applicable Laws, Existing
Project Approvals, or this Agreement;
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(vii) Apply to the Project any provision, condition or restriction that would be
inconsistent with this Agreement, Existing Project Approvals, or Applicable Law;
(viii) Apply to the Project any rent control or price control provisions or uniform
or prevailing wage requirements except to the extent required under state law,
unless otherwise permitted by this Agreement;
(ix) Limit or control the location of buildings, structures, grading, or other
improvements of the Project or the Property in a manner that is inconsistent with
or more restrictive than the limitations included in this Agreement, Existing Project
Approvals, or Applicable Laws;
(x) Limit or control the availability of public utilities, services or facilities or
any privileges or rights to public utilities, services or facilities in a manner other
than as specifically set forth in this Agreement or Applicable Law (for example,
water rights, water connections or wastewater treatment capacity rights, sewer
connections, etc.) for the Project or the Property;
(xi) Apply to the Project or the Property any City Law allowed by this
Agreement that is not uniformly applied on a City-wide basis to other development
projects and properties;
(xii) Establish, enact, increase, or impose against the Project any fees,
Development Impact Fees, assessments, liens or other monetary obligations other
than(i)those specifically permitted by this Agreement, and(ii)City-wide taxes and
assessments (provided such City-wide taxes or assessments are not
disproportionately applied to the Property); or
(xi) Limit the processing or issuance of amendments to Existing Project
Approvals or Future Project Approvals other than as specifically set forth in this
Agreement or Applicable Law.
3.4. Development Impact Fees. Except as otherwise provided in this Agreement, only
those Development Impact Fee in effect as of the Effective Date and as described on attached
Exhibit B may be applied to the Project or the Property. All Project Development Impact Fees
will be paid at the time the City issues certificates of occupancy unless otherwise noted in this
Agreement. Any increase in a Development Impact Fee can be challenged by Owner, pursuant to
City ordinance and state law. The Parties acknowledge that the provisions contained in this
paragraph 3.4, and as set forth in Exhibit B, are intended to implement the intent of the Parties that
Developer has the right to develop the Project pursuant to specified and known criteria and rules,
and that the City receive the benefits which will be conferred as a result of such Development
without abridging the right of the City to act in accordance with its powers, duties and obligations,
except as specifically provided in this Agreement.
3.5. Reserved Authority. The City may apply changes in City Laws, regulations,
ordinances, standards or policies specifically mandated by changes in state or federal law in
compliance with Article 12 herein. If City amends its Growth Management Ordinance, the
amended Growth Management Ordinance shall apply to the Project upon Owner's written
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acceptance,which acceptance shall not constitute an amendment to this Agreement. This provision
shall not affect any mitigation measures required of Owner under the environmental document
certified for the Project.
3.6. Owner's Option to Apply New Rules. Owner may elect, with the City Manager, or
their designee, consent to have applied to the Project any rules, regulations, policies, ordinances
or standards enacted after the Effective Date of this Agreement. The City Administrative Officer
shall not unreasonably withhold said consent.
3.7. Modifications to Existing Project Approvals. It is contemplated by the Parties to
this Agreement that the Owner may seek modifications to the Existing Project Approvals from
time to time. These modifications are contemplated as within the scope of this Agreement and
shall, if approved by the City, be incorporated into and constitute for all purposes an Existing
Project Approval. Owner and City agree that any such modifications to Existing Project Approvals
will not constitute an amendment to this Agreement nor require an amendment to the Agreement.
The City shall process and act on such applications in accordance with the applicable provisions
of the Applicable Law.
3.8. Moratorium and other Limitations. This Project is exempt from any moratorium
or other limitation (whether relating to the rate, timing, phasing or sequencing of development)
affecting subdivision maps, building permits, certificates of occupancy or other land use
entitlements that are approved or to be approved, issued or granted within the City. To the
maximum extent permitted by law,City must prevent any City Law from invalidating or prevailing
over all or any part of this Agreement, and City must cooperate with Owner and undertake such
actions as needed to ensure this Agreement remains in full force and effect. If City applies to the
Project a City Law that Owner believes to conflict with Applicable Laws or this Agreement, Owner
may take such action as may be permitted under Section 15.16 and Article 10 herein. City must
not support, adopt or enact any City Law, or take any other action,which would violate the express
provisions of this Agreement or the Existing Project Approvals.Owner may also challenge in court
any City Law that would conflict with Applicable Laws or this Agreement or reduce the
development rights provided by this Agreement, in accordance with the dispute resolution
provisions of Section 15.19 below.
3.9. State and Federal Law. As provided in Government Code § 65869.5, in the event
that state or federal laws or regulations, enacted after the Effective Date ("Changes in the Law")
prevent or preclude compliance with one or more provisions of this Agreement, such provisions
of the Agreement will be, by operation of law, modified or suspended, or performance thereof
delayed, as and to the extent that may be necessary to comply with such Changes in the Law. In
the event any state or federal resources agency(i.e., California Department of Fish and Game,U.S.
Fish and Wildlife Service, U.S. Army Corps of Engineers, Regional Water Quality Control
Board/State Water Resources Control Board), in connection with its final issuance of a permit or
certification for all or a portion of the Project, imposes requirements ("Permitting Requirements")
that require modifications to the Project, then the parties will work together in good faith to
incorporate such changes into the Project; provided, however, that if Owner appeals or challenges
any such Permit Requirements, then the Parties may defer such changes until the completion of
such appeal or challenge. As set forth in Section 3.6 herein, such modifications are contemplated
to be within the scope of this Agreement and shall, upon written acceptance by the Parties,
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constitute for all purposes the Existing Project Approval and will not require an amendment to the
Agreement.
3.10. Further Assurances. To the extent permitted by law, City must take all actions
needed to ensure that the vested rights provided by this Agreement can be enjoyed by Owner
including, without limitation, any actions needed to ensure the availability of public services and
facilities to serve the Project or the Property as development occurs. Should any initiative,
referendum, or other measure be enacted that would affect the Project or the rights provided by
this Agreement, Owner agrees to fully defend the City against such a challenge in a manner
consistent with Section 15.18 below. The City must not take any actions relative to the Property
whether or not covered by this Agreement that would impede, hinder or frustrate Owner's ability
to develop or use the Property in a manner consistent with this Agreement.
3.11. Time for Construction and Completion of Project. Development of the Project
shall be subject to all timing and phasing requirements established by the Existing Project
Approvals. Because the California Supreme Court held in Pardee Construction Co. v. Citv of
Camarillo, 37 Cal. 3d 465 (1984), that the failure of the parties to provide for the timing of
development resulted in a later adopted initiative restricting the timing of development to prevail
over such parties' agreement, it is the intention of the City and Owner to cure that deficiency by
specifically acknowledging that timing and phasing of development is completely and exclusively
governed by the Existing Project Approvals, and that Owner has the right to develop the Project
at such time as Owner deems appropriate within the exercise of its subjective business judgment.
Nothing in this Agreement shall be deemed to require Owner to proceed with the development of
any portion of the Project or make any financial commitment associated with any such
development if, in Owner's sole and absolute discretion,Owner determines that it is not in Owner's
best financial or other interest to do so. The City and Owner agree that the Project and related
infrastructure is expected to be built in phases in response to existing market conditions over the
term of this Agreement, there is no requirement that Owner initiate or complete development of
the Project or any particular phase of the Project within any particular period of time, and City will
not impose such a requirement on any Project Approval. The Parties acknowledge that Owner
cannot at this time predict when or the rate at which or the order in which phases will be developed.
Such decisions depend upon numerous factors which are not within the control of the Owner, such
as market demand, interest rates, competition and other factors. The provisions of the foregoing
sentence do not, however, limit any obligation of Owner under this Agreement with respect to any
development activities that are chosen by Owner to be undertaken hereunder.
3.12. Development and Sale of Project Units. Owner agrees that the Project will be
processed and permitted through the California Department of Real Estate ("DRE") as a"for-sale"
product. Owner shall provide City with copies of the Preliminary ("Pink") Report and Final
("White") Report issued by the DRE with respect to each Phase of the Project within five (5)
business days after receipt thereof. Each residential unit within the Project(each a"Project Unit")
will initially be sold to a "bona fide third party purchaser" (defined below). Notwithstanding the
foregoing, after Owner's initial sale of a Project Unit to a bona fide third party purchaser, such
purchaser, or any subsequent purchaser, shall be entitled to rent out such unit in accordance with,
all applicable federal, state and local laws. For purposes of this Section, a "bona fide third party
purchaser" shall be a purchaser for value of five or fewer Project units, or any purchaser of greater
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than five Project Units that is not an officer or employee of Owner, nor any entity that is twenty
percent (20%) or greater owned or controlled by one or more officers or employees of Owner.
ARTICLE 4
PROCESSING PROJECT
4.1. Processing of Future Project Approvals. City will accept for processing
development applications and requests for Future Project Approvals, or other entitlements with
respect to the development and use of the Property and will consider such matters in accordance
with the appropriate process set forth in the Applicable Laws. The City will diligently work
towards the timely issuance of such entitlements, including grading plans, improvement plans,and
other plans or permits, as needed to issue building permits such efforts will include the City's
expedited processing of grading plans, improvement plans, and other plans or permits, as needed
to issue a building permit. City shall treat the Project as a priority and shall make best efforts to
dedicate sufficient attention and resources to the Project to facilitate the expeditious development
thereof, as contemplated by this Agreement. The costs for processing work related to the Project,
including hiring of additional City personnel to dedicate to the Project and/or the retaining of
professional consultants,will be reimbursed to City by Owner in a manner consistent with the City
Laws and applicable State law. City shall retain its discretionary authority to act on Future Project
Approvals and apply City Laws to such matters, provided the City Laws do not conflict with
Applicable Laws or the rights provided by this Agreement. By way of example, the application of
City Laws that would prevent the uses, densities or intensities of development specified herein or
as authorized by the Existing Project Approvals or would unreasonably delay development of the
Project would be considered in conflict with the rules, regulations and official policies in effect as
of the Effective Date of this Agreement and to the intent of the Parties. In addition, the City may
also apply changes in City Laws, regulations, ordinances, standards or policies specifically
mandated by changes in state or federal law in compliance with Article 12 herein.
4.2 Length of Validity of Tentative Subdivision Maps. Government Code section
66452.6 provides that tentative subdivision map(s) may remain valid for a length up to the term of
a Development Agreement. The City agrees that all tentative subdivision maps (vesting or
otherwise) for the Project, shall be for a term coterminous with the length of this Agreement.
4.3 Pre-Final Map Development. If Owner desires to do certain work on the Property
(for example, grading)after approval of a tentative map,but prior to the recordation of a final map,
it may do so by obtaining a grading and/or other required approvals from the City prior to
recordation of a final map. The permit or approval may be approved or denied by the City in
accordance with the requirements of the Applicable Laws and other City regulations or policies as
may be applicable; provided the Owner is in compliance with this Agreement and with the terms
of all Existing Project Approvals and Future Project Approvals. In addition, the Owner shall be
required to post a bond or other reasonably adequate security required by City in an amount
reasonably determined by the City to assure the rehabilitation of the land if the applicable final
map does not record.
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4.4 Transfer of Rights and Obligations of Development. Whenever Owner conveys a
portion of the Property, the rights and obligations of this Agreement shall transfer in accordance
with Article 7 herein.
4.5. Cooperation with respect to Project Improvements and Infrastructure. City shall
cooperate with Owner to take all actions necessary and appropriate to facilitate the timely
development of Project Improvements and Infrastructure. Such cooperation includes, without
limitation, the following actions as may be applicable to the City in the exercise of its legislative
discretion: (i) the diligent and timely commencement of the City's exercise of its power of eminent
domain authority in a manner consistent with the laws of the State of California(and subject to the
City's exercise of its discretion, the making of all necessary findings and determinations required
to exercise such power), to acquire any rights of way or other real property interests identified by
Owner to be necessary or appropriate for the Project Facilities and Infrastructure; and (ii) City's
diligent efforts to work with other landowners and governmental and quasi-governmental agencies
to ensure the timely approval and construction of such Project Facilities and Infrastructure. Owner
must notify City as to when a right of way will be required to meet Owner's construction schedule.
Upon Owner's notice and as provided for by law, City agrees to use its best efforts to take such
actions in a timely manner as needed to consider the acquisition of any and all necessary right of
ways, provided however, the City shall not be obligated under this Section to exercise its power
of eminent domain with respect to any real property.
4.6. City's Acceptance of Dedications. City agrees to accept the easements to be
provided by the Owner for conservation of portions of the Poggi Creek channel within ninety (90)
calendar days of such offer by Owner. All other Owner offers of dedication required by this
Agreement or the Existing Project Approvals must be accepted by City within a reasonable time,
provided that the applicable improvements are completed consistent with Applicable Law.
4.7. Affordable Housing Obligation. Because of the special benefits provided by the
Project as described in this Agreement, the City has provided the Project with a variance from its
affordable housing obligations as permitted by the Balanced Communities Policy and Guidelines.
The Project shall hereafter satisfy its affordable housing obligations by the following two
requirements:
(i) Prior to the issuance of the two hundredth (200`h) building permit for the Project, the
Owner shall execute an amendment to the covenants and restrictions ("Affordability
Covenant") set forth in that certain Regulatory Agreement dated June 1, 2000 between the
California Tax Credit Allocation Committee and Serena Sunbow, L.P. (recorded as
Document No. 20000-0641390 in the San Diego County Recorder's Office,Nov. 27, 2000)
to be extended for sixty-seven(67)low-income housing units in the Villa Serena residential
housing project to June 1, 2055. The extended Affordability Covenant for the sixty-seven
(67) units shall be recorded as a restrictive covenant in the official records of the County
of San Diego.
(ii) The Owner shall implement an outreach program, including advertising and marketing,
that would encourage buyers of all majority and minority groups, regardless of sex,
handicap, and familial status.
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4.8. Community Purpose Facilities. Owner is required to provide approximately 3.2
acres of land of CPF land for community purpose facilities ("CPF") based upon a ratio of 1.39
acres per 1,000 residents in accordance with Section 19.48.025 of the City's Municipal Code. The
City has agreed that the CPF on-site obligation will be reduced to require Owner to provide a 0.9-
acre parcel, including private recreational facilities, designated for CPF land uses in perpetuity as
a part of the SPA. The City Council hereby waives the remaining CPF obligation of 2.3 acres
because of the extraordinary public benefit provided by the payment from the Owner to the City
of one million seven hundred fifty-nine thousand, one hundred thirty-four dollars ($1,759,134.00)
based upon the evaluation described on Exhibit "B" attached hereto (the "CPF Benefit Funds").
The CPF Benefit Funds shall be due and payable before the issuance of the building permit for the
2401h unit. The CPF Benefit Funds satisfies the goals of CPF requirement by providing a
community serving facility on land in the City's western territories that would not otherwise have
been available for such community service use. The CPF Benefit Funds may be utilized by the
City at its discretion for CPF uses in perpetuity. Therefore, the City hereby determines that the
Owner is in compliance with the CPF requirements of Chapter 19.48. of the Municipal Code.
4.9. Park Facilities. The City shall waive the Parkland Acquisition and Development
Fees/Quimby Fees ("PAD Fees") set forth in Chapter 17.10 and in- lieu thereof, the Owner shall
pay the City a Park Benefit Fee, equal to the PAD fees that would have otherwise been due
pursuant to Chapter 17.10, using the PAD fee rates in effect as of the Effective Date. The Park
Benefit Fee shall be paid by Owner no later than final inspection for each unit. Park Benefit Fees
may be utilized by the City to acquire or develop parkland, as the City determines appropriate and
in the best interest of the City.
4.10. TDIF Obligations. The Transportation Development Impact Fee ("TDIF") credits
for each development neighborhood within the Sunbow master plan was calculated as of February
1, 2003. The City acknowledges and agrees that the Owner is entitled to $455,330.67 in cash
credits and 109.41 EDU ("Equivalent Dwelling Units") credits resulting from construction of
improvements, such as East Palomar Street phases 1 B and 1 C,which may be used for the Project.
4.11. Job Enhancement Funds. The Owner shall provide the Job Enhancement Funds to
the City in three payments. The first payment of up to one million dollars will be made upon the
City's issuance of the first (1st)building permit based upon the City's sole determination that such
amount is needed to provide start-up funding for a first phase of a University Innovation District
opportunity. The second payment of one million dollars will be made upon the issuance of the one-
hundredth (100th) building permit. The third payment of six million dollars plus any amount not
requested by the City in the first payment will be made upon the issuance of the two-hundredth
(200th) building permit for the Project. The Job Enhancement Funds shall be held by the City in a
separate account to be used pursuant to the terms set forth in this paragraph. Should Job
Enhancement Funds still be owed to the City by January 1, 2024 and such delay is not the result
of the City's failure to expedite the approvals described in paragraph 4.11.1 below, said amount
will be increased based on the annual index change from the prior year (January 2023) of the
Engineering News-Record, Building Cost Index (BCI) for the Los Angeles Area; or, in the event
that such index is no longer published or otherwise available, the United States Bureau of Labor
Statistics Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) for the
San Diego—Carlsbad, California region. Each January thereafter,the remaining amount of the Job
Enhancement Funds due to the City shall be increased based upon the annual index change from
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the prior year as herein described. The adjustments shall be automatic and shall not require further
action by the City Council. The provisions described in this paragraph shall supersede the
provisions of the Community Benefit Agreement(approved by Resolution No. 2020-003, January
7, 2020).
4.11.1. Diligently process permits. The Parties agree to diligently work towards the timely
issuance of the first building permit,the one-hundredth(100`")building permit and the two hundred
(200th)building permits needed to trigger the Owner's obligation to deposit the Job Enhancement
Funds with the City, such efforts will include the City's expedited processing of grading plans,
improvement plans, and other plans or permits, as needed to issue a building permit as described
in paragraph 4.1 above.
4.11.2. Investment of Funds. The City will invest the Job Enhancement Funds into the
construction of a project in furtherance of the goals set forth in the University Innovation District
Master Plan, on a site located within the University Innovation District Master Plan or within the
SR-125 corridor that is owned by the City or under the control or ownership of a non-profit entity
that has been established to effectuate the goals of the University Innovation District Master Plan.
The Parties understand that the Owner shall not be required to provide any other additional funds
or investments into such project identified by the City and as described herein. By way of example
only, such projects could involve: (i) the construction of a class "A" office building, or an
academic, commercial or innovation facility or building that will attract job enhancing uses into
the SR-125 corridor or the University Innovation District Master Plan; (ii) such other building or
facility that would enable the development of the Institute for International Studies; or (iii) some
other notable project at the City's discretion consistent with the goals of the University Innovation
District Master Plan.
ARTICLE 5
FINANCIAL MECHANISMS
5.1. Initiation of a CFD. Owner may, at its option, submit a written request to City on
City's standard application form requesting that City establish a Community Facilities District to
finance the Development Impact Fees described on Exhibit "C" to this Agreement, or the
acquisition and construction of public facilities. To the extent the City determines it cannot meet
the requirements under federal tax code to allow any Development Impact Fees to qualify under
tax-exempt bonds, the City shall permit the issuance of taxable bonds to fund such fees (or portion
thereof).
5.2. Establishment of CFD. City shall use reasonable good efforts to: (a) initiate and
diligently pursue proceedings to establish such a Community Facilities District in accordance
with the goals and policies in effect as of the Effective Date as set forth in Council Policy 505,
April 4, 2019, attached hereto as Exhibit "D" ("Goals and Policies"), and (b) if the establishment
of such Community Facilities District is approved by the City Council and the levy of special taxes
and the issuance of bonds for or by such a District are approved by the qualified electors of such
District,to thereafter levy and collect special taxes and issue bonds of such District in accordance
with the Goals and Policies. The bonds of the CFD shall be sized based upon the estimated annual
special tax revenues from the CFD at build-out being equal to one-hundred ten percent (110%) of
(i) the projected annual gross debt service on any bonds of the CFD, plus (ii) priority annual
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administrative expenses. Priority annual administrative expenses to be funded from special taxes
shall not exceed $75,000.
5.3. Failure to complete. If City fails to complete the CFD proceedings and record the
notice of special tax lien within two hundred ten (210) days following Owner's submittal of a
complete application, other than due to delays caused by Owner's failure to provide necessary
information or inaction by Owner or by other circumstances outside the control of City, or if City
establishes the CFD in a manner, structure or subject to conditions that are expressly inconsistent
with the Goals and Policies or this Agreement, then (a) City and Owner shall meet and confer and
reasonably consider the creation of another financing mechanism to finance the Development
Impact Fees or such public facilities, including, but not limited to, reasonable efforts to consider
assisting Owner to establish an alternative financing mechanism.
ARTICLE 6
PUBLIC INFRASTRUCTURE
6.1. Construction of Project Improvements and Infrastructure. The City may require
Owner to construct or fund the construction of any Project Improvements, and Infrastructure
pursuant to the conditions of the Existing Project Approvals provided any off-site improvements
are based upon the Project's fair share obligation and are needed to serve the Project. To the extent
Owner may be required to provide appropriate improvement security pursuant to the requirements
of the Existing Project Approvals or as required by Applicable Laws, City agrees to use its best
efforts to ensure the release of any improvement security provided by Owner upon the performance
of the secured act or the City's good faith acceptance of the secured improvement. Owner may
submit a request to reduce the amount of improvement securities every six (6) months subject to
the City's review and approval. Project Improvements or Infrastructure, such as street
improvements, shall be designed and constructed, in accordance with the provisions and standards
set forth in the Existing Project Approvals as applicable. Notwithstanding the foregoing, the
Project shall not be conditioned to fund or construct any public infrastructure including, without
limitation, streets, sewer, storm drain, basins, water connections, park, open space, landscaping,
and dry utility facilities, that may be needed to serve the site upon which the class "A" building or
such other project will be constructed within the University Innovation District Master Plan,
6.2. Pioneering of Project Improvements and Infrastructure. City shall use its
reasonable best efforts to ensure that the Owner is not required to finance or construct any Project
Improvements and Infrastructure in excess of its fair share costs as established by Applicable Law,
including, without limitation, the legal requirements of "essential nexus" and "rough
proportionality" ("Fair Share"). To the extent Owner is required to construct, install, or otherwise
provide financing (i.e., "Pioneers") for any Project Improvement and Infrastructure that is
oversized so as to benefit an area larger than the Project, the City shall take one of the following
actions: (1) City will use its best good faith efforts to secure funding from other landowners or
developers for that portion of the cost of such oversized improvements that is attributable to
projects or areas owned, developed or proposed for development by such other landowners or
developers by requiring such landowners or developers to enter into reimbursement agreements
directly with Owner; (2) establish a Reimbursement District that includes the other landowners or
developers that are benefited from the oversized facilities so that the Owner may be reimbursed
for the pro-rata share of benefits conferred to the other landowners or developers by the oversized
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facility; or (3) include said improvements in a Development Impact Fee Program adopted by the
City and provide Owner with reimbursement from the amounts collected from said fee, equal to
the pro-rata share of the benefits conferred to the other landowners or developers. If the Project
Improvements and Infrastructure is covered by a future Development Impact Fee Program adopted
by the City, Owner shall be reimbursed from the amounts received from such fee program, subject
to the City's Director of Public Works reasonable determination that such costs are allowable
under the applicable Fee Program. The fact that such improvements may be financed by an
assessment district, Community Facility District or other financing district shall not prevent said
reimbursement to the Owner.
6.3. Reasonable Relationship between Project and Requirement. The cost of providing
Project Improvements and Infrastructure to the Project or the Property shall be consistent with the
following principles: (i)there shall be a reasonable relationship between the Project and any Public
Improvement or Infrastructure required to by constructed by the Project; (ii) there shall be a
reasonable relationship between the services and the Project; (iii) the costs that are to be borne for
such services by the Project shall not exceed the estimated reasonable cost of providing such
services; (iv) the level of municipal services provided to the Project, including the level of
operation and maintenance of Project Improvements and Infrastructure, shall be equal to the level
of service provided within the City limits; and (v)there shall be a reasonable relationship between
any fee required to finance Project Improvements or Infrastructure or municipal services and the
cost of such improvements or services funded by such fee. For purposes of this paragraph
"reasonable relationship" between the Project and any requirement imposed thereon, shall mean
an "essential nexus" and "rough proportionality" between the Project and such requirement in
accordance with State law.
ARTICLE 7
TERMINATION UPON SALE TO PUBLIC
7.1. Termination of Agreement with Respect to Lots to Public. The provisions of
Article 7 shall not apply to the sale, or lease (for a period longer than one year) of any lot which
has been finally subdivided and is individually (and not in "bulk") sold or leased to a member of
the public or other ultimate user who intends to occupy the parcel. Notwithstanding any other
provisions of this Agreement, this Agreement shall terminate with respect to any lot and such lot
shall be released and no longer be subject to this Agreement without the execution or recordation
of any further document upon satisfaction by Owner of both of the following conditions:
(i) The lot has been finally subdivided and individually or in bulk sold, or leased (for
a period equal to or longer than one year) to a homebuilder, or to a member of the public
or other ultimate user; and
(ii) All benefits set forth under Section 2.5 of this Agreement required at that point in
time have been provided by Owner.
7.2 Partial Termination. The Owner has the right to request that the City approve a
partial termination of this Agreement, to release a portion(s) of the Property from the Agreement's
obligations and benefits. A partial termination shall be approved by the City if Owner
demonstrates to City that the portion(s) of the Property to be released from the Agreement's
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obligations is/are not needed to satisfy any of the obligations established in this Agreement. If
City makes such a determination, such released property shall not be subject to any of the
obligations created in this Agreement, and, similarly, shall not receive any of the benefits granted
in this Agreement.
ARTICLE 8
ANNUAL REVIEW
8.1. City and Owner Responsibilities. The City will, at least every twelve (12) months
during the Term of this Agreement, pursuant to California Government Code section 65865.1,
review the extent of good faith substantial compliance by Owner with the ten-ns of this Agreement.
Pursuant to California Government Code section 65865.1, as amended, Owner shall have the duty
to demonstrate by substantial evidence its good faith compliance with the terns of this Agreement
at the periodic review. Either City or Owner may address any requirement of the Agreement
during the review.
8.2. Review Letter. If Owner is found to be in compliance with this Agreement after
the annual review, City shall, within forty-five (45) days after Owner's written request, issue a
review letter in recordable form to Owner("Letter") stating that based upon information known or
made known to the City Council, the City Planning Commission and/or the City Administrative
Officer, this Agreement remains in effect and Owner is not in default. The owner may record the
Letter in the Official Records of the City of Chula Vista.
8.3. Failure of Periodic Review. City's failure to review at least annually Owner's
compliance with the terms and conditions of this Agreement shall not constitute, or be asserted by
City or Owner as, a default by Owner or City with respect to the Agreement.
ARTICLE 9
ENCUMBRANCES AND RELEASES ON PROPERTY
9.1. Discretion to Encumber. This Agreement shall not prevent or limit Owner in any
manner at Owner's sole discretion, from encumbering the Property, or any portion of the Property,
or any improvement on the Property, by any mortgage, deed of trust, or other security device
securing financing with respect to the Property or its improvement.
9.2. Mortgagee Rights and Obligations. The mortgagee of a mortgage or beneficiary of
a deed of trust encumbering the Property, or any part thereof, and their successors and assigns
shall, upon written request to City, be entitled to receive from City written notification of any
default by Owner of the performance of Owner's obligations under the Agreement which has not
been cured within thirty (30) days following the date of default. If there are no such defaults by
Owner, the City Administrative Officer shall notify the requesting Party of that fact in writing.
9.3. Releases. City agrees that upon written request of Owner and provided that all
payments and the requirements and conditions required by this Agreement have been performed,
City may execute and deliver to Owner appropriate release(s) of obligations imposed by this
Agreement in form and substance acceptable to the City Recorder and title insurance company, if
any, or as may otherwise be necessary to effect the release of a portion of the Property to an
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individual home buyer or parcel of property that has been built out and sold to an ultimate
consumer. City Administrator Officer shall not unreasonably withhold approval of such release(s).
9.4. Subordination. Owner agrees to enter into subordination agreements with all
lenders having a lien on the Property to ensure that the provisions of this Agreement bind such
lienholders should they take title to all or part of the Property through a quitclaim deed, sale,
foreclosure or any other means of transfer of property. As a condition precedent to obtaining the
benefits that accrue to the Owner or the Property under this Agreement, this Agreement by and
through said subordination agreements shall be prior and superior to such liens on said Property.
The owner shall deliver to the City the fully executed subordination agreements for the Property
in a form acceptable to the City Council and suitable for recording, prior to the second reading of
the ordinance adopting the Agreement.
ARTICLE 10
DEFAULT
10.1. Events of Default. A default under this Agreement shall be deemed to have
occurred upon the happening of one or more of the following events or conditions:
(i) A warranty,representation or statement made or furnished by Owner to City is false
or proves to have been false in any material respect when it was made.
(ii) A finding and determination by City made following a periodic review under the
procedure provided for in California Government Code section 65865.1 that upon the basis of
substantial evidence Owner has not substantially complied with one or more of the terms or
conditions of this Agreement.
(iii) City does not accept, timely review, or consider requested development permits or
entitlements submitted in accordance with the provisions of this Agreement.
(iv) Owner does not make a Job Enhancement Fund payment when due pursuant to
paragraph 4.11 of this Agreement.
(v) Owner fails to comply with any other material Owner obligation under the terms of
this Agreement, including, without limitation, Owner's obligations under Section 3.12 hereof.
If either Party defaults under this Agreement, the Party alleging such default will give the
breaching Party not less than thirty (30) days' notice of default in writing. The notice of default
will specify the nature of the alleged default, and, where appropriate, the manner and period of
time in which said default may be satisfactorily cured. During any period of cure, the Party
charged will not be considered in default for the purposes of termination or institution of legal
proceedings. If the default is cured, then no default will exist and the noticing Party will take no
further action.
10.2. Option to Set Matter for Hearing or Institute Legal Proceedings. After proper
notice and the expiration of the cure period, the noticing Party to this Agreement, at its option,
may (i) institute legal proceedings or (ii) schedule hearings before the Planning Commission and
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the City Council for a determination as to whether this Agreement should be modified, suspended,
or terminated as a result of such default.
10.3. Waiver. Nothing in this Agreement shall be deemed to be a waiver by Owner or
City of any right or privilege held by Owner or City pursuant to federal or state law, except as
specifically provided herein. Any failure or delay by a Party in asserting any of its rights or
remedies as to any default by the other Party will not operate as a waiver of any default or of any
such rights or remedies or deprive such Party of its right to institute and maintain any actions or
proceedings which it may deem necessary to protect, assert, or enforce any such rights or remedies.
10.4. Remedies upon Default. In the event of a default by either Party to this Agreement,
the Parties shall have the remedies of specific performance, mandamus, injunction and other
equitable remedies. In the event of a default pursuant to Section 10.1(ii),10.1(iv) or 10.1(v), City
shall have the additional remedy, in its sole and unfettered discretion, of withholding issuance of
building permits and/or the inspection of previously issued permits. Neither Party shall have the
remedy of monetary damages against the other; provided, however, that the specific performance
of payment of Job Enhancement Funds due pursuant to this Agreement and the award of costs of
litigation and attorneys' fees shall not constitute monetary damages.
10.5. Remedies for Breach. All remedies at law or in equity which are consistent with
the provisions of this Agreement are available to City and Owner to pursue in the event there is a
breach provided, however, neither Party shall have the remedy of monetary damages against the
other except for an award of litigation costs and attorneys' fees as provided for by this Agreement.
ARTICLE 11
MODIFICATION OR SUSPENSION
11.1. Modification to Agreement by Mutual Consent. Except as specifically provided
for herein,this Agreement may be modified, from time to time,by the mutual consent of the Parties
only in the same manner as its adoption by an ordinance as set forth in California Government
Code sections 65867, 65867.5 and 65868. The term, "Agreement" as used herein, will include
any such modification properly approved and executed.
11.2. Minor Modifications. The Parties to this Agreement contemplate that there maybe
periodic clarifications and minor modifications to this Agreement. Such minor clarifications or
modifications when agreed upon by the Parties hereto are anticipated and shall not constitute an
amendment to this Agreement or a modification pursuant to this Article 11 but shall automatically
be incorporated herein upon execution in writing by the Parties.
11.3. Unforeseen Health or Safety Circumstances. If, as a result of facts, events, or
circumstances City finds that failure to suspend or modify this Agreement would pose an
immediate threat to the health or safety of the City's residents or the City, the following shall
occur:
(a) Notification of Unforeseen Circumstances, Notify Owner of (i) City's
determination; and(ii) the reasons for City's determination, and all facts upon which such reasons
are based; and
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(b) Notice of Hearing. Notify Owner in writing at least fourteen (14) days prior to the
date, of the date, time and place of the hearing and forward to Owner a minimum of ten (10) days
prior to the hearings described in paragraph 12.3(c) below, all documents related to such
determination and reasons therefor; and
(c) Hearing. Hold a hearing on the detennination, at which hearing Owner will have
the right to address the City Council. At the conclusion of said hearing, City may take action to
suspend this Agreement as provided herein. The City may suspend this Agreement if, at the
conclusion of said hearing, based upon the evidence presented by the Parties, the City finds failure
to suspend would pose an immediate threat to the health or safety of the City's residents or the
City.
ARTICLE 12
CHANGE IN STATE OR FEDERAL LAW OR REGULATIONS
12.1. State or Federal Law or Regulation. If any state or federal law or regulation enacted
during the Term of this Agreement, or the action or inaction of any other affected governmental
jurisdiction, precludes compliance with one or more provisions of this Agreement, or requires
changes in plans, maps, or permits approved by City, the Parties will act pursuant to paragraphs
12.1(a) and 12.1(b), below.
(a) Notice; Meeting. The Party first becoming aware of such enactment or action or
inaction will provide the other Party (les) with written notice of such state or federal law or
regulation and provide a copy of such law or regulation and a statement regarding its conflict with
the provisions of this Agreement. The Parties will promptly meet and confer in a good faith and
reasonable attempt to modify or suspend this Agreement to comply with such federal or state law
or regulation.
(b) Hearing. If an agreed-upon modification or suspension would not require an
amendment to this Agreement, no hearing shall be held. Otherwise, the matter of such federal or
state law or regulation will be scheduled for hearing before the City Council. Fifteen (15) days'
written notice of such hearing shall be provided to Owner, and the City Council, at such hearing,
will detennine and issue findings on the modification or suspension which is required by such
federal or state law or regulation. The owner, at the hearing, shall have the right to offer testimony
and other evidence. Any modification or suspension shall be taken by the affirmative vote of not
less than a majority of the authorized voting members of the City Council. If the Parties fail to
agree after said hearing, the matter may be submitted to nonbinding mediation pursuant to
subsection 15.19, prior to the filing of any legal action by any Party. Any suspension or
modification may be subject to judicial review in conformance with this Agreement.
ARTICLE 13
ASSIGNMENT, TRANSFER AND NOTICE
13.1. Assignment of Interests, Rights and Obligations._ Owner may transfer all or any
portion of its interest in, and rights and obligations under, this Agreement to any person acquiring
an interest or estate in all or any portion of the Property (any such portion, a "Transfer Property"),
including, without limitation, purchasers or ground lessees of such Transfer Property (a
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"Transferee")without any act or concurrence by City. Any such transfer must,as and to the extent
set forth below, relieve the transferring party (a"Transferor") of any and all rights and obligations
under this Agreement insofar as they pertain to the Transfer Property. No sale, transfer or
assignment shall require the amendment of this Agreement.
13.2. Transfers to Third Persons in General. In connection with any transfer by a
Transferor of all or any portion of the Property, the Transferor and the Transferee may enter into
a written agreement regarding the respective rights and obligations of the Transferor and the
Transferee in and under this Agreement(a"Transfer Agreement"). Any such Transfer Agreement
may contain provisions (i) releasing the Transferor from any rights and obligations under this
Agreement that relate to the Transfer Property,provided the Transferee expressly assumes all such
rights and obligations, (ii) transferring to the Transferee a vested right to improve and use that
portion of the Property being transferred and any other rights or obligations of the Transferor
arising under this Agreement, and (iii) addressing any other matter deemed necessary or
appropriate in connection with the Transfer of the Transfer Property.
13.3. Release Provisions. A Transferor has the right, but not the obligation, to seek
City's consent to those provisions of any Transfer Agreement purporting to release such Transferor
from any obligations arising under this Agreement(the"Release Provisions"). If a Transferor fails
to seek City's consent or City fails to consent to any of such Release Provisions, then such
Transferor may nevertheless transfer to the Transferee any and all rights and obligations of such
Transferor arising under this Agreement.
13.4. City Consent. City will review and consider promptly and in good faith any request
by a Transferor for City's consent to any Release Provisions. City's consent to any such Release
Provisions may be withheld only if, in light of the proposed Transferee's reputation and financial
resources, such Transferee would not in City's reasonable opinion be able to perform the
obligations proposed to be assumed by such Transferee. In no event will City's consent to any
Release Provisions be unreasonably be withheld.
13.5. Non-Assuming Transferees. Except as otherwise required by Owner in Owner's
sole discretion, the burdens, obligations and duties of Owner under this Agreement terminate with
respect to, and neither a Transfer Agreement nor City's consent is required in connection with, (i)
any individual single-family residence (and its associated lot) that has received a certificate of
occupancy and been conveyed to a third party, (ii) any property that has been established as a
separate legal parcel for other nonresidential uses. The transferee in such a transaction and its
successors ("Non-Assuming Transferees") are deemed to have no obligations under this
Agreement but continue to benefit from the vested rights provided by this Agreement for the
duration of the Term. Nothing in this section exempts any property transferred to a Non-Assuming
Transferee from payment of applicable fees and assessments or compliance with applicable
conditions of approval.
ARTICLE 14
DISPOSAL OF LAND
14.1. Disposal of Land. Pursuant to City Council Resolution No. 22-020, attached hereto
as Exhibit "E", the City determined that certain real property consisting of approximately 7,000
square feet of slope area, more particularly described in the attached Exhibit "F" ("Land"), falls
within the definition of "surplus land" pursuant to Government Code section 54221 and is not
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necessary for the City's use. As such,the City is considering the disposal of the Land in accordance
with the process and requirements set forth in the California Surplus Land Act, Government Code
sections 54220 et seq. ("SLA"). The City intends to send a written notice of availability of the
Land by electronic mail or by certified mail to all of the entities identified in Government Code
section 54222 within two (2) days of the Effective Date of this Agreement. At the conclusion of
the process set forth in the SLA if no qualified entities/agencies desire to purchase or lease the
Land, the City shall begin good faith negotiations with the Owner, to purchase the Land; provided
however, nothing herein shall be construed to bind the Parties to either the purchase or sell of the
Land. The total purchase price ("Purchase Price") for the Land shall be based on the fair market
value of comparably designated land located in the City of Chula Vista as determined by an
appraisal conducted by an appraiser contracted by the City and paid for by the Owner. The Owner
may provide information to the appraiser to assist in obtaining an appraisal that reflects fair market
value of the Land. If the Land is transferred to an entity other than the Owner, the City shall
reimburse the Owner for the cost of the appraisal within ten (10) days of the execution of the sales
agreement with the other entity. The appraisal process will allow the City to sell or lease the Land
at fair market value and is not considered negotiations with respect to the sell or lease of the Land.
Should the Owner agree to the Purchase Price, the City shall convey to Owner a grant deed
transferring fee simple title to the Land in recordable form, duly executed by the City, free and
clear of all recorded liens, encumbrances, assessments, easements, leases and taxes; except those
which are reasonably approved by the Owner. Should the Parties ultimately agree to a transfer of
the Land, other terms to be negotiated shall include but not be limited to: (a) transfer of the Land
in "as-is" condition; (b) the opportunity for Owner to conduct due diligence with respect to the
legal and physical condition of the Land and to accept or reject the same; (c) the establishment of
an escrow to coordinate the transfer; and (d) other standard and appropriate terms for transactions
of this nature.
14.2. The City hereby grants Owner,and its employees, contractors,consultants and agents
(each an "Owner Party"; collectively, the "Owner Parties"), at Owner's sole cost and risk,
permission to access to the Land prior to the conclusion of the SLA process for disposal of the
Land, to perform clearing, grading, and geotechnical mitigation measures on the Land provided
however no buttress construction work shall be allowed (collectively, the "Early Access
Activities"). Notwithstanding the foregoing, the Owner agrees to make any changes as necessary,
to the Entitlements for the City's approval or denial prior to the issuance of any building permit if
construction of the slope buttress on the Land is necessary for conformance with the Entitlements
and the purchase of the Land or the transfer of the Land to Owner does not occur or is rendered
impossible for any reason. The Owner further agrees to be responsible for any and all costs
associated with or related to early access to the Land, including but not limited to: (i) any and all
Early Access Activities, (ii) implementing all further construction and work necessary to restore
the Land to a condition that existed prior to Owner's access to the Land, if needed, (iii)
implementing all necessary modifications to the Project Entitlements and other Project
requirements, and(iv) compliance with the Subdivision Map Act and all other applicable laws and
regulations. The permission hereby granted by the City will be considered as Permission to Access
the Land for purposes of applying for a separate grading permit for the Project, including for the
Land. Notwithstanding the foregoing, Owner understands that a grading permit is needed prior to
performing any clearing, grading and geotechnical mitigation measures on the Land.
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14.3 Owner agrees to defend, indemnify, and hold harmless City from and against any and
all claims, actions, causes of action, loss, damage, injury, liability, cost or expense, including
without limitation, attorneys' fees, arising from, connected with, or in any way related to: (i)City's
grant of access to the Land; (ii) Owner's access to or possession of the Land; (iii) any Early Access
Activities; (iv) the performance, condition, or existence of any work or improvements performed
by the Owner on the Land; (v) the maintenance or lack of maintenance of the Land resulting for
the Early Access Activities; or (vi) any Owner Parties' use of the Land, excepting, however, that
City shall not be indemnified, saved, defended or kept free and harmless from any loss or liability
resulting from City's own sole negligence or the sole negligence of the City's contractors,
employees or agents.
ARTICLE 15
MISCELLANEOUS PROVISIONS
15.1. Relationship of City and Owner. The contractual relationship between City and
Owner arising out of this Agreement is not of agency. This Agreement does not create any third-
party beneficiary rights.
15.2. Notices. All notices, demands, and correspondence required or permitted by this
Agreement shall be in writing and delivered in person, or mailed by first-class or certified mail,
postage prepaid, addressed as follows:
If to City:
Attention: City Administrative Officer
276 Fourth Avenue
Chula Vista, CA 91910
If to Owner:
ACI SUNBOW, LLC
2356 Moore St., Suite 200
San Diego, CA 92110
Attn: Keith J. Horne, President
Ayres Advisors, Manager
City or Owner may change its address by giving notice in writing to the other. Thereafter, notices,
demands, and correspondence shall be addressed and transmitted to the new address. Notice shall
be deemed given upon personal delivery, or, if mailed, two (2)business days following deposit in
the United States mail.
15.3. Rules of Construction. In this Agreement,the use of the singular includes the plural,
the masculine gender includes the feminine; "shall" is mandatory; "may" is permissive.
15.4. Entire Agreement, Waivers, and Recorded Statement. This Agreement constitutes
the entire understanding and agreement of City and Owner with respect to the matters set forth in
this Agreement. This Agreement supersedes all negotiations or previous agreements between City
and Owner respecting this Agreement. All waivers of the provisions of this Agreement must be
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in writing and signed by the appropriate authorities of City and Owner. Upon the completion of
performance of this Agreement, or its revocation or termination, a statement evidencing
completion, revocation, or termination signed by the City Administrative Officer shall be recorded
in the Official Records of the City. Unless otherwise specifically stated, nothing herein shall be
construed to supersede, modify or amend other existing agreements between the Parties.
15.5 Counterparts. This Agreement may be executed in any number of counterparts,
each of which shall be deemed to the original and all of which together shall constitute one and
the same instrument.
15.6. Incorporation of Recitals. The recitals set forth in this Agreement are incorporated
herein to this Agreement.
15.7. Captions. The captions of this Agreement are for convenience and reference only
and shall not define, explain, modify, construe, limit, amplify, or aid in the interpretation,
construction, or meaning of any of the provisions of this Agreement.
15.8. Consent. Where the consent or approval of City or Owner is required or necessary
under this Agreement, the consent or approval shall not be unreasonably withheld, delayed, or
conditioned.
15.9. Covenant of Cooperation. City and Owner shall cooperate and deal with each other
in good faith, and assist each other in the performance of the provisions of this Agreement.
15.10 Recording. The City Clerk shall cause a copy of this Agreement to be recorded
with the Office of the City Recorder of the City,within ten(10)days following the Effective Date.
15.11 Delay Extension of Time for Performance (Force Maieure). In addition to any
specific provision of this Agreement, performance by either City or Owner of its obligations
hereunder shall be excused during any period of delay caused at any time by reason of any event
beyond the control of City or Owner which prevents or delays and impacts City's or Owner's
ability to perform obligations under this Agreement, including, but not limited to the following:
acts of God, enactment of new conflicting federal, state or local laws or regulations (such as:
listing of a species as threatened or endangered), judicial actions (such as the issuance of
restraining orders and injunctions), or riots, strikes, pandemics, or damage to work in process by
reason of fire, floods, earthquake, or other such casualties. In addition, any delay in Owner's
performance herein may be excused if such delay is caused by City's failure to process any
required plans,documents or approvals,provided,however, City's delay is not caused by Owner's
failure to submit such plans or documents in a timely manner or is due to Owner's changes or
amendments to said documents. If City or Owner seeks excuse from performance, it shall provide
written notice of such delay to the other Party within thirty (30) days of the commencement of
such delay. If the delay or default is beyond the control of City or Owner, and is excused, an
extension of time for such cause will be granted in writing for the period of the enforced delay, or
longer as may be mutually agreed upon.
15.12. Covenant of Good Faith and Fair Dealings. No Party shall do anything which shall
have the effect of harming or injuring the right of the other Parties to receive the benefits of this
Agreement; each Party shall refrain from doing anything which would render its performance
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under this Agreement impossible; and each Party shall do everything which this Agreement
contemplates that such Party shall do in order to accomplish the objectives and purposes of this
Agreement.
15.13 Time of Essence Time is of the essence in the performance of the provisions of this
Agreement as to which time is an element.
15.14. Cancellation of Agreement. This Agreement may be canceled by the mutual
consent of City and Owner only in the same manner as its adoption, by an ordinance as set forth
in California Government Code section 65868 and shall be in a form suitable for recording in the
Official Records of the City. The term "Agreement" shall include any such amendment properly
approved and executed.
15.15. Estoppel Certificate. Within thirty (30) calendar days following a written request
by any of the Parties, the other Parties to this Agreement shall execute and deliver to the requesting
Party a statement certifying that (i) this Agreement is unmodified and in full force and effect, or if
there have been modifications hereto, that this Agreement is in full force and effect as modified
and stating the date and nature of such modifications; (ii) there are no known current uncured
defaults under this Agreement, or specifying the dates and nature of any such default; and(iii) any
other reasonable information requested. The failure to deliver such a statement within such time
shall constitute a conclusive presumption against the Party which fails to deliver such statement
that this Agreement is in full force and effect without modification, except as may be represented
by the requesting Party, and that there are no uncured defaults in the performance of the requesting
Party, except as may be represented by the requesting Party.
15.16 Institution of Legal Proceeding. In addition to any other rights or remedies, any
Party may institute legal action to cure, correct, or remedy any default, to enforce any covenants
or agreements herein, or to enjoin any threatened or attempted violation thereof; to recover
damages for any default as allowed by this Agreement or to obtain any remedies consistent with
the purpose of this Agreement. Such legal actions must be instituted in the Superior Court of the
County of San Diego, State of California.
15.17. Attorneys' Fees and Costs. If any Party commences litigation or other proceedings
(including, without limitation, arbitration) for the interpretation, reformation, enforcement, or
rescission of this Agreement, the prevailing Party, as determined by the court, will be entitled to
its reasonable attorneys' fees and costs.
15.18. Hold Harmless. In addition to any defense, indemnity, and hold harmless
obligations of Owner, whether at contract or at law, Owner agrees to and shall hold City, its
officers, agents, employees and representatives harmless from liability for damage or claims for
damage for personal injury, including death,and claims for property damage which may arise from
the direct or indirect operations of Owner or those of its contractors, subcontractors, agents,
employees or other persons acting on Owner's behalf, on the Project. Owner agrees to and shall
defend City and its officers, agents,employees and representatives from actions for damage caused
or alleged to have been caused by reason of Owner's activities on the Project. Owner agrees to
indemnify, hold harmless, pay all costs and provide a defense for City in any legal action filed in
a court of competent jurisdiction by a third Party challenging the validity of this Agreement. The
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provisions of this paragraph 15.18 shall not apply to the extent such damage, liability or claim is
caused by the sole negligence or willful misconduct of City, its officers, agents, employees or
representatives.
15.19. Non-binding Mediation. If this Agreement requires mediation in order to resolve a
disagreement between the Parties, such mediation shall comply with the following provisions:
(a) Meet and Confer. The Parties shall meet and confer in good faith to attempt to
resolve their disagreement. If the Parties are not able to resolve their disagreement within thirty
(30) calendar days after their first meeting on the subject, the matter shall be submitted for non-
binding mediation in accordance with the terms and conditions set forth below.
(b) Non-binding Mediation. In the event that the Parties are unable to resolve their
disagreement by meeting and conferring among themselves as provided above, the Parties shall
meet to select a mediator who will attempt to resolve the disagreement. Unless otherwise agreed
by the Parties, the mediator shall have no affiliation with either of the Parties and preferably have
experience in municipal or resource and habitat management. In the event that the Parties are
unable to agree on a mediator within ten (10) calendar days after the expiration of the meet and
confer period, the Parties shall petition the presiding Judge of the Superior Court of the City of
Chula Vista to appoint a mediator who possesses the above-described qualifications.
(c) Mediation. The mediation shall occur at times and locations agreed upon by the
Parties. The Parties shall submit to the mediator their respective relevant documents or evidence
supporting their position that each may choose to provide. Neither Party, nor the mediator, shall
have any discovery powers in the proceeding. The mediator shall meet with the Parties and attempt
to resolve their disagreement by facilitating discussions between them. The mediator shall not
take a position on the dispute unless requested to do so by both Parties. In the event that mediation
process does not resolve the disagreement within twenty (20) days after first meeting with the
mediator, unless extended by mutual agreement of the Parties, the mediation process shall
terminate. All discussions at the mediation shall be kept confidential, as may be allowed by state
and federal law, and shall not be discoverable in any subsequent proceedings. Each Party shall
bear their own costs in the mediation and the Parties shall share equally in any and all costs charged
by the mediator. In the event that a resolution of the disagreement at issue is not reached, each
Party reserves the right to pursue any and all remedies available at law or in equity with respect
thereto.
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Dated this day of , 2022.
City of Chula Vista ACI Sunbow, LLC
By: Ayres Land Company, its Manager
Mary S&
Mayor
By: Keit J. Horne
Pre dent
ATTEST:
erry K. gelow, C
City Clerk
APPROVED AS TO FORM:
gR. ogi s
ey
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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, accuracy, or validity
of that document.
State of California
County of San Diego
On ��� before me, Atr oLl'a� (I �r a notary public,
personally appeared G/ JA oA, ff P rAlt' who proved to me on
the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized
capacity(ies), and that by his/her/their signature(s) on the instrument the person(s),or the entity upon
behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing is
true and correct.
16my
UGENE BERNARD ALTIERY JR.
Notary Public-California
Witness my hand and official seal. San Diego County
Commission#23331b9
Comm,Expires Oct 1,2024
Signature (Seal)
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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,
accuracy, or validity of that document.
ACKNOWLEDGEMENT
STATE OF CALIFORNIA )
) S.S.
COUNTY OF SAN DIEGO )
On May 24, 2022, before me, Kerry K. Bigelow, City Clerk, personally appeared, Mary
Salas, who proved to me on the basis of satisfactory evidence to be the person whose name is
subscribed to the within instrument and acknowledged to me that she executed the same in her
authorized capacity, and that by her signature on the instrument, the person, or the entity upon
behalf of which the person acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct
WITNESS my hand and official seal
€ _
S
Kerry K. elow" CiYy Clerk
City of Chula Vista
(SEAL)
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
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Sunbow DA 2022
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit
Lennar-Sunbow II,Phase 3
Proposed CFD Eligible City Fees D[(`o R
5/3/2022
Unit Count:718 Multifamily Units
Impact Fee Description Per Unit Total
Eligible under Tax-Exempt Bonds:
Eastern Transportation Fees(a) $ 12,642 $ 9,076,956
Less:TDIF Cash Credit(b) (634) (455,331)
Less:TDIF EDU Credit(c) (2,408) (1,728,897)
Traffic Signal Fees(d) 352 252,449
Park Benefit Fee(e) 15,858 11,386,044
Poggi Sewer Basin DIF 265 190,270
Subtotal-Tax-Exempt Bonds $ 26,075 $ 18,721,491
Eligible under Taxable Bonds:
Public Facilities DIF(f)
Civic Center $ 3,436 $ 2,467,048
Police 2,191 1,573,138
Corporation Yard 436 313,048
Libraries 2,085 1,497,030
Fire Suppression System 1,319 947,042
Program Administration 690 495,420
Recreation Facilities 1,583 1,136,594
Subtotal-Public Facilities DIF 11,740 8,429,320
Sewer Capacity Charges(g) 3,075 2,207,620
Subtotal-Taxable Bonds $ 14,815 $ 10,636,940
Total $ 40,889 29,358,432
Footnotes:
(a) Assumes Medium Density ETDIF(6.1-18 DU/acre).
(b) Per Section 4.2 of the Community Benefit Agreement dated 1/7/2020,the project
is entitled to receive a cash credit against the TDIF in the amount of$455,330.67.
(c) Per Section 4.2 of the Community Benefit Agreement dated 1/7/2020,the project
is entitled to receive credit for 109.41 EDUs against the TDIF.Per Fee Bulletin 16-
100 of the Chula Vista Fee Schedule dated 10/2021,one TDIF EDU is equivalent to
$15,802.The total TDIF EDU credit assumed for the project is$1,728,897
[$15,802* 109.41 EDU=$1,728,8971.
(d) Traffic Signal Fee assumes 8 trips per multifamily unit per Bulletin 16-200.The fee
is$43.95 x 718 units x 8 trips=$252,449.
(e) Per Section 2.4 of the Community Benefit Agreement dated 1/7/2020,the project
will be responsible for paying a Park Benefit Fee which will be equal to the
Parkland Acquisition&Development fee rates in effect as of the date of payment.
Park Benefit Fees may be utilized by the City to acquire or develop parkland,as
the City determines appropriate and in the best interest of the City.
(f) Per the City of Chula Vista Master Fee Schedule dated April 2022.
(g) The City of Chula Vista Master Fee Schedule states that Multi-Family Unit
calculation for sewer capacity charge is.79 of 1 EDU. 1 EDU is$3,892.
Note: Eligibility of fees under Tax-Exempt vs. Taxable bonds based on feedback
received from City staff as of 5/6/2020.
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts
505-04 4/9/2019 1 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
BACKGROUND
The Mello-Roos Community Facilities Act of 1982 (the "Mello-Roos Act") and Ordinance No. 2730,
as amended from time to time and codified in Chapter 3.60 of the Chula Vista Municipal Code (the
"CFD Ordinance") allows for the creation of Community Facilities Districts (CFDs) to finance certain
public capital facilities and services, especially in developing areas and areas undergoing
rehabilitation. As a prerequisite to forming CFDs pursuant to the Mello-Roos Act, each local
jurisdiction must first consider and adopt local goals and policies as described therein. The City first
adopted the City of Chula Vista Statement of Goals and Policies Regarding the Establishment of
Community Facilities Districts (the "Goals and Policies") on January 13, 1998, via Resolution No.
18860. The Goals and Policies were subsequently amended in July 1998, December 1998, and
November 2013 via Resolution Nos. 19103, 19300, and 2013-225, respectively. Inclusion of the
"Goals and Policies" in the City Council Policy Manual is recommended and are applicable to CFDs
formed under the Mello-Roos Act and the CFD Ordinance.
PURPOSE
The purpose of this Statement of Goals and Policies is to provide the City staff, the residents of the
City, and the owners and developers of property located within the City with guidance in the
application for, and consideration of, the establishment of community facilities districts for the
purpose of financing or assisting in financing the acquisition or construction of public infrastructure
or the provision of authorized public services to benefit and serve either existing or new development
or a combination thereof. The underlying principals behind this policy are the protection of the public
interest, assuring fairness in the application of special taxes to current and future property owners,
assuring full disclosure of the existence of any special tax liens, ensuring the creditworthiness of any
community facilities district special tax bonds, protecting the City's credit rating and financial
position and assuring that applicants for all community facilities district proceedings other than City
initiated proceedings pay all costs associated with the formation of any community facilities district.
POLICY
The City Council of the City of Chula Vista (hereafter the "City Council") hereby establishes and
states its goals and policies concerning the use of Chapter 2.5 of Part I of Division 2 of Title 5 of the
Government Code of the State of California (hereafter the "Act") in providing adequate public
infrastructure improvements and public services for the City of Chula Vista (the "City"). The
following goals and policies shall apply to all community facilities districts hereafter formed or
proposed to be formed by the City. Any policy or goal stated herein may be supplemented or amended
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
xhiblt
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts 505-04 4/9/2019 2 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
by resolution of the City Council.
The scope of this policy is limited to the proposed formation of community facilities districts for the
limited purpose of financing or assisting in financing the acquisition or construction of public
infrastructure and/or the provision of authorized public services.
Introductory Statement
The City will consider applications initiated by owners or developers of vacant property proposed to
be developed, owners of property within existing developed areas, registered voters residing in
existing developed areas, or the City itself for the establishment of community facilities districts to
finance authorized public improvements or to provide authorized public services which benefit or
serve existing or new development or a combination thereof. A community facilities district or an
improvement area within a community facilities district proposed to be established to finance public
improvements or authorized services to serve new development may be referred to as a "Development
Related CFD."
Each application for the establishment of a community facilities district must comply with the
applicable goals and policies contained herein unless the City Council expressly grants an exception
to such policy or policies as they apply to a specific application.
Finding of Public Interest or Benefit
The City Council may authorize the initiation of proceedings to form a community facilities district to
finance authorized public improvements or to provide authorized public services if the City Council
determines that the public improvements to be financed or public services to be provided or, in the
case of a Development Related CFD, the attributes of the new development will provide, in the
opinion of the City Council, a public benefit to the community at large as well as the benefit to be
derived by the properties within the community facilities district.
Examples of public benefit to the community at large may include, but are not limited to the
following:
1. Construction of a major public facility which meets a community need including, but
not limited to, a major arterial which will provide a vital roadway facility to alleviate congestion,
water storage facilities which will remedy inadequate fire flow, and storm drainage facilities which
are a part of the storm drainage master plan.
2. Provision of public infrastructure sooner than would otherwise be required for a
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts
505-04 4/9/2019 3 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
particular development project.
3. Construction of public infrastructure to serve commercial or industrial projects which
will expand the City's employment and/or sales tax base.
4. Provision of maintenance or other authorized public services such as landscaping,
lighting, storm drain, flood control or open space maintenance necessary to promote or maintain
quality of life and public safety within existing or developing areas of the City.
Authorized Public Facilities
Improvements proposed to be financed through a community facilities district must be public
improvements which will be owned, operated or maintained by the City or another public agency or
public utility or to which the City is authorized to contribute revenue. The types of improvements
eligible to be financed must serve a whole neighborhood or commercial or industrial area or greater.
Such improvements include:
1. Streets and highways satisfying one or more of the following criteria:
A. identified in the Circulation Element of the City as collectors or arterials;
B. no direct access by abutting properties; or
C. minimum daily traffic volume of 3,500 ADT.
2. Sewer lines or other sewer facilities serving a minimum of 500 single family dwellings
or equivalent dwelling units or such other area of the community as the City Manager, or his or her
designee, may determine to otherwise be consistent with the intent of these goals and policies to be
located within authorized streets and highways or within other public rights-of-way shown on the
master plan of sewer facilities.
3. Water mains with a minimum diameter of 10" or other water facilities to be located
within authorized streets and highways or within other public rights-of-way shown on the master plan
of water facilities.
4. Drainage facilities serving a minimum of 100 acres or such other area of the
community as the City Manager, or his or her designee, may determine to otherwise be consistent
with the intent of these goals and policies or draining an eligible street.
5. Landscaping and irrigation facilities meeting one of the following criteria:
A. Located within the right-of-way of a street or highway shown on the
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts
505-04 4/9/2019 4 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
Circulation Element of the City's General Plan;
B. Located adjacent to an adopted scenic route; or
C. Located within dedicated open space.
6. Reclaimed water facilities serving an area which benefits the area within the proposed
community facilities district.
7. Dry utilities serving a minimum of 500 single family dwelling units or equivalent
dwelling units or such other area of the community as the City Manager, or his or her designee, may
determine to otherwise be consistent with the intent of these goals and policies; provided, however,
the amount of special tax bond proceeds allocable to such dry utilities may not exceed that amount
permitted under Federal tax law and regulations to ensure the tax exempt status of interest on the
applicable special tax bonds.
8. Grading for eligible public streets; provided, however, grading for a Development
Related CFD must meet one of the following criteria:
A. Grading within the vertical planes of the right-of-way;
B. Slopes to City-owned open space or open space easement areas; or
C. Offsite roadway grading.
If the cut and fill within (A) and(B) do not balance, the cost of excavating, hauling and
compacting fill in the street is authorized to be financed. If there is excess material in
the street right-of-way, only the cost of excavating and hauling to private property
within the development project is eligible to be financed. The determination of balance
will be made on a total eligible street grading basis, not on an individual street basis.
9. Such other improvements as may be authorized by law and which the City Council
determines are consistent with the policies herein.
The City Council shall have the final determination as to the eligibility of any improvement for
financing, as well as the prioritization of financing of such improvements. Generally, "in-tract" (e.g.,
local streets or utilities) improvements which serve residential development will not be considered
eligible to be financed through a community facilities district unless requested by the owners or
registered voters of an existing residential development to remedy a threat, found to exist by the City
Council, to the public health or safety resulting from an existing deficiency in public improvements to
serve such existing development.
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts
505-04 4/9/2019 5 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
Any public improvements proposed to be financed through a community facilities district must meet
all design and construction requirements and standards as may be established by the City. Any public
improvement, the construction of which is completed following the adoption of the resolution of
formation of a community facilities district, proposed to be acquired by the City from the owner or
developer of property within a Development Related CFD must be constructed as if such
improvements had been constructed under the direction and supervision, or under the authority of, the
City.
Public improvements proposed to be acquired from the proceeds of special tax bonds or special taxes
shall not be acquired until all improvements for a particular Project (as defined below) are completed
and accepted by the City and the City Manager, or his or her designee, has certified the final cost of
such improvements. For purposes of this paragraph, a "Project" shall be defined as all improvements
within a particular street or easement including street improvements, sewer, drainage, utilities and
grading and which are authorized to be acquired by the community facilities district pursuant to an
acquisition and financing agreement by and between the City, acting on behalf of itself and the
community facilities district, and the property owner or developer who is responsible for the
construction of the public improvements (the "'Acquisition/Financing Agreement"). If improvements
within more than one (1) Project are authorized to be acquired through the community facilities
district, then the improvements within each Project may be acquired separately as all improvements
within such Project are completed and accepted by the City and the final costs certified. Each Project
established for any community facilities district and all improvements included within each such
Project must be described in the Acquisition/Financing Agreement for such community facilities
district. If the Acquisition/Financing Agreement has established more than one (1) Project for any
community facilities district, the Acquisition/Financing Agreement may authorize the partial release
of funds to pay for the acquisition of each Project when such Project is completed and accepted by the
City.
The City Council may, in its sole discretion, elect to deviate from or waive the foregoing policy in its
consideration of the approval of an Acquisition/Financing Agreement for a community facilities
district to authorize the payment of the purchase price for each discrete component of a Project, i.e.,
an individual improvement within a Project such as a sewer line within a Project which also includes
street, water and drainage improvements. In electing to deviate from or waive the foregoing policy,
the City Council may condition the payment of the purchase price for discrete components as the City
Council deems necessary to ensure the financial integrity of the community facilities district
financing.
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts
505-04 4/9/2019 6 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
Prioritization of Public Improvements
It is the policy of the City to give first priority to the provision of public improvements benefiting the
City in any community facilities district established by the City. It is secondarily the policy of the
City, in any community facilities district established by the City, to assist in the provision of other
public improvements to be owned, operated or maintained by other public agencies or public utilities.
Authorized Public Services
Public services proposed to be financed through a community facilities district may include:
1. Maintenance of parkways, medians and open space, including but not limited to,
maintenance of walls, fences, trail systems, pedestrian access systems and other facilities within such
open space, maintenance and preservation of habitat within such open space, and biota and other
forms of monitoring of plants, wildlife, use of wildlife corridors and habitat quality as a part of any
such open space maintenance program.
2. Maintenance of naturalized drainage and flood control facilities including, but not
limited to, channels and detention and desiltation basins.
3. Such other services as may be authorized by the Mello-Roos Act or by ordinance of
the City adopted pursuant to the charter authority of the City and which the City Council determines
are consistent with the goals and policies herein and are in the best interest of the City and the
residents and property owners within the community facilities district.
Incidental Costs
Eligible Incidental Costs
Eligible incidental costs which may be financed from the proceeds of special tax bonds issued for a
Development Related CFD or the special tax levied within a Development Related CFD shall be
limited to those incidental costs directly related to the improvements financed from the proceeds of
such special tax bonds or special tax revenues and may include:
1. Usual and customary design and engineering costs not to exceed the following
percentages:
A. Civil engineering - 7.5% of the cost of the improvements for which the
engineering was performed.
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts 505-04 4/9/2019 7 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
B. Soils engineering - 15%of the cost of the applicable grading.
C. Landscape architecture - 10% of the cost of the applicable landscaping and
irrigation.
D. Surveying and construction staking - 2% of the combined cost of the civil
engineering improvements and grading for the applicable street and wet
utilities.
E. Utility engineering/coordination - 3% of the cost of the applicable dry utilities.
2. Construction administration and supervision not to exceed, in aggregate, 1.75% of the
total construction cost of the applicable public improvements.
3. Special engineering studies related to "collector" or "transmission" facilities. Eligibility
of such studies must be reviewed and approved by the Director of Development Services, or his or her
designee.
4. Plan check and inspection fees (less any refunds).
5. Capacity or connection fees related solely to the public improvements being acquired
or constructed as permitted under the Mello-Roos Act.
6. Capitalized interest on any community facilities district special tax bonds as authorized
by the City Council pursuant to these goals and policies.
7. Costs of acquisition of off-site rights-of-way and/or easements including the following:
A. Appraisal costs, including title reports.
B. Costs of preparing acquisition plats.
C. Appraised value or actual cost of right-of-way or easement, whichever is less.
D. Legal fees and cost related to eminent domain proceedings approved by the
City Attorney.
8. Reimbursement of funds advanced by the applicant to pay for (i) preformation costs
and/or (ii) costs of issuance incurred by or on behalf of the City.
9. Costs of environmental review, permitting and mitigation limited to the specific public
improvements proposed to be financed through the community facilities district.
Unless specified otherwise above, the City Manager, or his or her designee, shall review all incidental
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts
505-04 4/9/2019 8 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
costs to ensure that such costs are customary and reasonable.
Ineligible Incidental Costs
The following costs are not eligible to be financed from the proceeds of community facilities district
special tax bonds:
1. Development impact fees; provided, however, the City Council may, in its sole
discretion, grant credit in an amount not to exceed the obligation for the payment of such fees if
improvements which would otherwise be financed from the proceeds of such fees are financed from
the proceeds of community facilities district special tax bonds or special taxes.
2. Administrative or overhead expenses, financial or legal fees incurred by an applicant
for the formation of a community facilities district. This limitation does not apply to amounts
advanced by the applicant to the City pursuant to the provisions of this policy to pay for preformation
costs incurred by the City. (See "Preformation Cost Deposits and Reimbursements" below.)
3. Land use planning and subdivision costs and environmental review costs related to
such land use planning and subdivision.
4. Planning Studies unless off-site.
5. Environmental impact reports unless off-site.
6. Construction loan interest.
7. Subdivision financial analysis.
8. Attorneys' fees related to the land use entitlement or subdivision process unless off-
site.
9. On site right-of-way and easements.
10. Any compensation payable to the City as consideration for the City's agreement to
provide the financing mechanism for the financing of the authorized improvements and eligible
incidental expenses and to acquire the authorized improvements pursuant to the terms and conditions
of an agreement with the City and the property owner or developer as appropriate.
11. Other overhead expenses incurred by the applicant.
Required Value-To-Debt Ratio
It is the policy of the City that the value-to-debt ratio for a community facilities district must be at
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts
505-04 4/9/2019 9 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
least 4:1. The calculated value-to-debt ratio shall reflect the full cash value of the properties subject
to the levy of special taxes, including the value of the improvements to be financed from the proceeds
of the issue or series of special tax bonds for which the value-to-debt ratio is being computed,
compared to the aggregate amount of the special tax lien proposed to be created plus any prior fixed
assessment liens and/or special tax liens. The required value-to-debt ratio shall be determined with
respect to all taxable property within the community facilities district in the aggregate and with
respect to each development area for which no final subdivision map has been filed.
A community facilities district with a value-to-debt ratio of less than 4:1 but equal to or greater than
3:1 may be approved, in the sole discretion of the City Council, upon a determination by the City
Manager, after consultation with the Finance Director, the bond counsel, the underwriter and the
financial advisor, that a value-to-debt ratio of less than 4:1 is financially prudent under the
circumstances of the particular community facilities district. In addition, the City Council may, in its
sole discretion, accept a form or forms of credit enhancement such as a letter of credit, bond insurance
or the escrow of bond proceeds to offset a deficiency in the required value-to-debt ratio as it applies to
the taxable property within the community facilities district in the aggregate or with respect to any
development area.
The value-to-debt ratio shall be determined based upon the full cash value of the properties subject to
the levy of the special tax as shown on the ad valorem assessment roll or upon an appraisal of the
properties proposed to be assessed; provided, however, the City Manager may require that the value-
to-debt ratio be determined by an appraisal if, in his or her judgement, the assessed values of the
properties proposed to be assessed do not reflect the current full cash value of such properties. The
appraisal shall be coordinated by, done under the direction of, and addressed to the City. The
appraisal shall be undertaken by a state certified real estate appraiser, as defined in Business and
Professions Code Section 11340. The appraiser shall be selected and retained by the City or the City's
financial advisor. The costs associated with the preparation of the appraisal report shall be paid by the
applicant for the community facilities district and shall be subject to possible reimbursement as
provided for herein. The appraisal shall be conducted in accordance with assumptions and criteria
established by the City, based upon generally accepted appraisal standards or state recommended
standards for similar appraisals conducted for the same purpose.
The City reserves the right to require a market absorption study for any Development Related CFD. In
any such case the City shall retain, at the applicant's sole expense but subject to reimbursement as
provided for herein, a consultant to prepare a report to verify or establish the projected market
absorption for and the projected sales prices of the properties proposed to be included within the
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts 505-04 4/9/2019 10 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
community facilities district. If a market absorption study is conducted, the appraiser shall utilize the
conclusions of the market absorption study in conducting the appraisal of the properties within the
proposed community facilities district or shall justify, to the satisfaction of the City Manager, why
such conclusions were not utilized in conducting such appraisal.
Criteria for Appraisals
Definition of'Appraisal
For purposes of these goals and policies, an appraisal shall mean a written statement independently
and impartially prepared by a qualified appraiser setting forth an opinion of defined value of an
adequately described property as of a specific date, supported by the presentation and analysis of
relevant market information.
C'onlents of the Appraisal
An appraisal should reflect nationally recognized appraisal standards, including, to the extent
appropriate, the Uniform Standards of Professional Appraisal Practice. An appraisal must contain
sufficient documentation, including valuation data and the appraiser's analysis of such data, to support
the appraiser's opinion of value. At a minimum, the appraisal shall contain the following:
1. Purpose of the Appraisal. This should include the reason for the appraisal, a definition
of all values required, and the property rights being appraised.
2. Area, City and Neighborhood Data. These data should include such information as
directly affects the appraised property together with the appraiser's conclusions as to significant
trends.
3. Property Data. This should include a detailed physical description of the property, its
size, shape, soil conditions, topography, improvements, and other physical characteristics which affect
the property being appraised. The availability, capacity of, and proximity to, utilities and other
infrastructure should also be discussed.
4. Title Condition. The condition of title to the property appraised should be discussed
based upon the appraiser's examination of a title report of the property appraised. The appraiser
should analyze and discuss those title issues which are concluded to impact the value of the property
being appraised.
5. Improvement Condition.
A. The appraiser shall value the property within the community facilities district
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts
505-04 4/9/2019 11 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
on an "as-is" basis taking into consideration the value associated with the
public improvements to be funded from the proceeds of the issue of bonds for
which the appraisal is being undertaken. The property in the community
facilities district shall be valued as if it were free and clear of any special taxes
and assessments, if any, so that a proper comparison of value-to-debt can be
determined. In determining his or her conclusion of value, the appraiser may
consider the value of the property in the community facilities district under
different market conditions. This may consist of valuing the property as if it
were sold to a single purchaser in bulk or sold to several purchasers in portions
or pieces.
B. Land parcels which have been developed with residences and subsequently sold
should at a minimum indicate land parcel size, number of lots, density, number
of plans, square footage, room counts, year construction was initiated, year of
completion, and when sales were initiated.
C. Land parcels with residential product under construction or with standing
inventory should be described as in A. above and include a summary of the
stage of development regarding the number of units completed, number of
models, status of units under construction, finished lots and mass-graded or raw
lots. In addition, a comment on the marketability of the units (architecture, size,
etc.) is appropriate.
D. Land parcels which have been developed with income-producing (or owner-
occupied) commercial/retail, industrial, hotels, apartments, offices, etc., should
be described as follows:
i. Commercial-Retail - Land parcel size; basic construction type; typical
tenant improvements (and who is responsible for their construction),
leasable area, when construction was initiated; and date of completion.
ii. Industrial - Land parcel size; basic construction type, whether single or
multi-tenant; typical office build-out as percentage of total area, when
construction was initiated; and date of completion.
Hotels — Land parcel size; basic construction type; number of rooms;
dining, recreation, convention space, meeting rooms, and other
amenities.
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts
505-04 4/9/2019 12 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
iv. Apartments - Land parcel size; basic construction type; number of
stories; number of units; unit mix; size; total rentable area, when
construction was initiated; and date of completion.
V. Office - Land parcel size; basic construction type; typical tenant
improvements/allowance; net rentable area, when construction was
initiated; and date of completion.
6. General Plan Classification. Describe the General Plan classification of the subject and
comparable properties.
7. Zoning. Describe the zoning for the subject and comparable properties. Note any
discrepancy between General Plan classification and zoning. If rezoning is imminent, discuss further
under Item 8 below.
8. Analysis of Highest and Best Use. The report should state and support the highest and
best use to which a property can be put and recognize that land is appraised as though vacant and
available for development to its highest and best use, and the improvements are based on their actual
contribution to the site.
9. Statement of Value. The appraiser's opinion of the value of the specified property
rights, prepared according to all relevant and reliable approaches to value consistent with commonly
accepted professional appraisal practices. If a discounted cash flow analysis is used, it should be
supported by at least one other valuation method such as sales comparison approach utilizing sales of
properties that are in the same stage of development. If more than one valuation approach is used, the
appraiser shall include an analysis and reconciliation of such approaches to support the appraiser's
opinion of value.
10. Certification. Certification of appraiser and permission to reproduce and use the
appraisal report as required for bond issuance.
Maximum A22re2ate Taxes and Assessments
It is the policy of the City that the maximum annual special tax installment applicable to any parcel
used for residential purposes (not including motels, hotels, campsites, or other short-term lodging, as
determined by the City) shall not exceed one percent (1%) of the sale price of newly developed
properties subject to the levy of the special tax (the "Newly Developed Properties") as of the date of
the close of escrow of the initial sale of any residential dwelling unit to such residential home owner.
As a distinct and separate requirement, the total of the following taxes, assessments described in 4.
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts
505-04 4/9/2019 13 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
below and special taxes appearing on the property tax bill, shall not exceed two (2%) of such initial
sales price of Newly Developed Properties:
1. Ad valorem property taxes.
2. Voter approved ad valorem property taxes in excess of one percent (1%) of the
assessed value of the subject properties.
3. The maximum annual special taxes levied by the community facilities district under
consideration and any other community facilities district or other public agency excepting therefrom
special taxes levied by a community facilities district formed or under consideration for formation for
the purpose of providing services such as open space maintenance, landscape maintenance and
preserve maintenance.
4. The annual assessment installments, including any administrative surcharge, for any
existing assessment district where such assessment installments are utilized to pay debt service on
bonds issued for such assessment district. Annual assessment installments for maintenance and
services shall not be included in the assessments calculated in determining the aggregate tax,
assessment and special tax obligation for a parcel.
The applicant for the establishment of any Development Related CFD which includes residential
development subject to the foregoing limitations shall be required to enter into an agreement with the
City or the community facilities district requiring the prepayment by the applicant of that portion of
the special tax obligation applicable to any parcel used for residential purposes in order to reduce the
annual maximum special tax obligation so that the maximum annual special tax installment shall not
exceed 1% of the sales price for such parcel and the total taxes, assessments and special taxes does
not exceed 2% of such sales price.
Special Tax Requirements
The rate and method of apportionment of the special tax for any community facilities district shall
adhere to the following requirements:
1. The maximum special tax shall be adequate to include an amount necessary to pay for
the expenses incurred by such community facilities district in the levy and collection of the special tax
and the administration of the special tax bonds and the community facilities district.
2. The maximum projected annual special tax revenues must equal 110% of the projected
annual gross debt service on any bonds of the community facilities district.
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts 505-04 4/9/2019 14 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
3. A backup special tax shall be required for any Development Related CFD to protect
against changes in density resulting in the generation of insufficient special tax revenues to pay
annual debt service and administrative expenses, unless the City Manager, or his or her designee,
based on the advice of the financial advisor, special tax consultant or underwriter determines that a
backup special tax is not needed under the special tax formula for such Development Related CFD.
The City Council may additionally or alternatively require that as a condition of approval of the
downsizing of the development in a Development Related CFD at the request of the applicant or the
applicant's successor-in-interest, the applicant or the applicant's successor-in-interest, as applicable,
may be required to prepay such portion of the special tax obligation as may be necessary in the
determination of the City to ensure that adequate debt service coverage exists with respect to any
outstanding bonds or otherwise provides security in a form and amount deemed necessary by the City
Council to provide for the payment of debt service on the bonds.
4. All developed and undeveloped property within any community facilities district
which is not otherwise statutorily exempt from the levy of special taxes shall bear its appropriate
share of the community facilities district's aggregate special tax obligation from the date of formation
of the community facilities district consistent with the other goals and policies set forth herein.
5. A partial and/or total prepayment option shall be included in any rate and method of
apportionment of special taxes to pay for public facilities. No prepayment shall be permitted of a
special tax levied to finance authorized services and/or maintenance.
6. The maximum special tax to pay for public facilities shall be levied against any parcel
used for private residential purposes in the first fiscal year following the fiscal year in which the
building permit for the construction of a residential dwelling unit on such parcel is issued and such
maximum special tax may not escalate after the first fiscal year in which such special tax is so levied.
7. The rate and method of apportionment of a special tax to pay for public facilities shall
specify a fiscal year beyond which the special tax may not be levied on any parcel used for private
residential purposes. A special tax to pay for public services and/or maintenance shall have no
termination date unless established by the City Council.
8. The rate and method of apportionment of a special tax to pay for public services and/or
maintenance shall include life-cycle replacement costs for maintained facilities, as determined by the
City Manager, or his or her designee.
9. The rate and method of apportionment of a special tax to pay for public services and/or
maintenance shall authorize annual inflationary adjustments to the maximum special tax. The
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit-
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts 505-04 4/9/2019 15 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
authorized adjustments shall be based upon industry standard published indices, or such other data as
may be approved by the City Manager, or his or her designee. In all instances, it shall be the policy of
the City to employ the most specific applicable index. Examples include applying the Consumer
Price Index for Urban Wage Earners and Clerical Workers to labor costs and applying the
Construction Cost Index to asset replacement costs.
Terms and Conditions of Special Tax Bonds
All terms and conditions of any special tax bonds issued by the City for any community facilities
district, including, without limitation, the sizing, timing, term, interest rates, discount, redemption
features, flow of funds, investment provisions and foreclosure covenants, shall be established by the
City. Each special tax bond issue shall be structured to adequately protect bond owners and to avoid
negatively impacting the bonding capacity or credit worthiness of the City. Unless otherwise
approved by the City Council, the following shall serve as minimum bond requirements:
1. A reserve fund shall be established for each bond issue to be funded out of the bond
proceeds in an amount equal to 10% of the original proceeds of the bonds or such lesser amount as
may be required by federal tax law.
2. Interest shall be capitalized for a bond issue only so long as necessary to place the
special tax installments on the assessment roll; provided, however, interest may be capitalized for a
term to be established in the sole discretion of the City Council on a case-by-case basis, not to exceed
an aggregate of 24 months, taking into consideration the value-to-debt ratio, the expected timing of
initial occupancy dates for the private improvements being constructed, expected absorption and
buildout of the project, the expected construction and completion schedule for the public
improvements to be funded from the proceeds of the bond issue in question, the size of the bond issue,
the development pro forma and the equity position of the applicant and such other factors as the City
Council may deem relevant.
3. In instances where multiple series of bonds are to be issued, the City shall determine
what improvements shall be financed from the proceeds of each series of bonds.
4. Neither the faith, credit or taxing power of the City shall be pledged to the payment of
the bonds. The sole source of revenue for the payment of the bonds shall be the special taxes,
capitalized interest, if any, and moneys on deposit in the reserve fund established for such bonds.
Discharge of Special Tax Obligation
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts 505-04 4/9/2019 16 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
It is the policy of the City that the special tax obligation related to the financing of the acquisition or
construction of public improvements may be prepaid and discharged in whole or in part at any time.
The applicant for the formation of a Development Related CFD must provide notice and opportunity
for the purchasers of property within such community facilities district to prepay the special tax
obligation applicable to such property at the time of the close of escrow.
The applicant for the formation of a Development Related CFD must prepare and present a plan,
satisfactory to the City Council, prior to the public hearing to consider the formation of such
community facilities district describing how the prospective purchaser will be notified of the
existence of the special tax lien and the options which the prospective purchaser has regarding the
prepayment and discharge of the special tax obligation.
Disclosure to Property Purchasers in Development Related CFD's
The applicant for the formation of a Development Related CFD will be required to demonstrate to the
satisfaction of the City Manager (when the term City Manager is used herein it shall mean the City
Manager or his or her designee) that there will be full disclosure of the special tax obligation for such
community facilities district and of any and all other special taxes or assessments on individual
parcels to prospective purchasers or lessees of property within such community facilities district,
including interim purchasers, merchant builders, residential homeowners and commercial or industrial
purchasers or lessees.
Such notice must include all of the following in addition to such other provisions as may be required
by the Mello-Roos Act, the Municipal Code of the City or the applicant may deem necessary:
1. Provide for full disclosure of the existence of the special tax lien and any other
assessment or special tax obligation applicable to the properties within the community facilities
district (whether imposed by the City or any other public agency), including the principal amount of
the special tax obligation and any other applicable assessment or special tax obligation, term of each
of the assessment or special tax liens and the amount of the expected payments of the special taxes
and the maximum authorized special tax.
2. Disclose the option to prepay the special tax to pay for public facilities or allow the
special tax to pay for public facilities to be passed through to the purchaser of such property and the
adjustment, if any, in the sales price of the homes or other property which will apply if the special tax
lien is passed through. Provide the ability for the prospective purchaser to elect to exercise the option
either to prepay the special tax obligation for facilities at the close of escrow or to have the special
taxes included in the property taxes for the property. Such disclosure shall be placed in all sales
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts
505-04 4/9/2019 17 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
brochures, all other on-site advertising and all purchase documents.
3. Specify in all disclosure documents the name, title, telephone number and address of a
representative of the City as provided to the applicant who may be contacted by any prospective
purchaser of property within the community facilities district for further information regarding the
community facilities district and the special tax liens.
The applicant must agree to provide an original copy of all applicable disclosure documents to the
City prior to initiating property sales.
Preformation Cost Deposits and Reimbursements
Except for those applications for community facilities districts where the City is the applicant, all City
and consultant costs incurred in the evaluation of applications and the proceedings to form a
community facilities district and issue special tax bonds therefor will be paid by the applicant by
advance deposit with the City of moneys sufficient to pay all such costs.
Each application for the formation of a community facilities district shall be accompanied by an initial
deposit in an amount to be determined by the City Manager to be adequate to fund the evaluation of
the application and undertake the proceedings to form the community facilities district and issue the
special tax bonds therefor. The City Manager may, in his or her sole discretion, permit an applicant to
make periodic deposits to cover such expenses rather than a single lump sum deposit; provided,
however, no preformation costs shall be incurred by the City in excess of the amount then on deposit
for such purposes. If additional funds are required to pay required preformation costs, the City
Manager may make written demand upon the applicant for such additional funds and the applicant
shall deposit such additional funds with the City within five (5) working days of the date of receipt of
such demand. Upon the depletion of the funds deposited by applicant for preformation costs, all
proceedings shall be suspended until receipt by the City of such additional funds as the City Manager
may demand.
The deposits shall be used by the City to pay for costs and expenses incurred by the City incident to
the evaluation of the application and the proceedings for the formation of the community facilities
district and the issuance of the special tax bonds therefor, including, but not limited to, legal, special
tax consultant, engineering, appraisal, market absorption, financial advisor, administrative and staff
costs and expenses, required notifications, printing and publication costs.
The City shall refund any unexpended portion of the deposits upon the occurrence of one of the
following events:
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts
505-04 4/9/2019 18 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
1. The formation of the community facilities district or the issuance of the special tax
bonds;
2. The formation of the community facilities district or the issuance of the special tax
bonds is disapproved by the City Council;
3. The proceedings for the formation of the community facilities district and the issuance
of the special tax bonds are abandoned at the written request of the applicant; or
4. The City has determined that the special tax bonds will not be issued and sold.
Except as otherwise provided herein, the applicant shall be entitled, at the option of the applicant, to
reimbursement of, or credit against, special taxes for all amounts deposited with the City to pay for
costs incident to the evaluation of the application and the proceedings for the formation of the
community facilities district and the issuance of the special tax bonds therefor upon the formation of
the community facilities district and the successful issuance and sale of the special tax bonds for the
community facilities district. Any such reimbursement shall be payable solely from the proceeds of
the special tax bonds.
The City shall not accrue or pay interest on any moneys deposited with the City.
Selection of Consultants
The City shall select and retain all consultants necessary for the evaluation of any application and the
proceedings for the formation of a community facilities district and the issuance of the special tax
bonds therefor, including, but not limited to, special tax consultant, bond counsel, financial advisor,
underwriter, appraiser, and market absorption analyst after consultation with the applicant.
Land Use Approvals
Properties proposed to be included in a Development Related CFD must have received such
discretionary land use approvals as may, in the determination of the City Manager, or his or her
designee, be necessary to enable the City to adequately evaluate the community facilities district
including the properties to be included and the improvements proposed to be financed. The City will
issue bonds secured by the levy of special taxes within a Development Related CFD when (i) the
properties included within such community facilities district have received those applicable
discretionary land use approvals which would permit the development of such properties consistent
with the assumptions utilized in the development of the rate and method of apportionment of the
special taxes for such community facilities district; (ii) applicable environmental review has been
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts
505-04 4/9/2019 19 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
completed; and (iii) the City has determined that the other prerequisites to a bond sale have been
satisfied.
It is the policy of the City Council in granting approval for development such as zoning, specific plan
or subdivision approval to grant such approval as a part of the City's ongoing planning and land use
approval process. In granting such approval, the City reserves such rights as may be permitted by law
to modify such approvals in the future as the City Council determines the public health, safety,
welfare and interest may require. Such approval when granted is subject to a condition that the
construction of any part of the development does not, standing alone, grant any rights to complete the
development of the remainder of such development. Construction of public improvements to serve
undeveloped land financed through a community facilities district shall not vest any rights to the then
existing land use approvals for the property assessed for such improvements or to any particular level,
type or intensity of development or use. Applicants for a Development Related CFD must include an
express acknowledgment of this policy and shall expressly waive on their behalf and on behalf of
their successors and assigns any cause of action at law or in equity including, but not limited to,
taking or damaging of property, for reassessment of property or denial of any right protected by USC
Section 1983 which might be applicable to the properties to be assessed.
Application Procedure for Development Related CFD's
Any application for the establishment of a community facilities district shall contain such information
and be submitted in such form as the City Manager may require. In addition to such information as
the City Manager may require, each application must contain:
1. Proof of authorization to submit the application on behalf of the owner of the property
for which the application is submitted if the applicant is not the owner of such property.
2. Evidence satisfactory to the City Manager that the applicant represents or has the
consent of the owners of not less than 67%, by area, of the property proposed to be subject to the levy
of the special tax.
3. For any Development Related CFD proposed to finance improvements to benefit new
development, a business plan for the development of the property within the proposed community
facilities district and such additional financial information as the City Manager may deem necessary
to adequately review the financial feasibility of the community facilities district. For Development
Related CFD's proposed to finance improvements to benefit new development, the applicant must
demonstrate to the satisfaction of the City Manager the ability of the owner of the property proposed
to be developed to pay the special tax installments for the community facilities district and any other
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts
505-04 4/9/2019 20 OF 23
_7ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
assessments, special taxes and ad valorem taxes on such property until full build out of the property.
It is the intention of the City Council that applicants for a community facilities district have an early
opportunity to have the application reviewed by City staff for compliance with this policy. In that
regard, the City Council hereby directs the City Manager to create a community facilities district
application review committee composed of the City Attorney, Director of Public Works, City
Engineer, Director of Development Services, and Finance Director, or their designees, and such
additional persons as the City Manager may deem necessary. The committee may meet with the
applicant for a community facilities district for the purpose of reviewing an application to form a
community facilities district following the determination by the City Manager, or his or her designee,
that the information contained in the application for such community facilities district complies with
the requirements of this policy. Following the review of such an application, the committee shall
prepare and submit a report to the City Manager containing the findings and recommendations of the
committee regarding the application.
Following review of the committee report, the City Manager shall place the application on the City
Council agenda for review. After review of the application and consideration of the committee report,
the City Council shall determine whether or not to approve the initiation of proceedings to form the
community facilities district. The decision of the City Council pertaining to the application shall be
final.
The ability of a property owner or developer to obtain financing of public improvements from the
proceeds of tax-exempt bonds provides substantial economic benefits to such owner or developer not
the least of which may be the financing of such improvements at interest rates substantially lower than
conventional financing interest rates, if such conventional financing is available, and/or the ability to
obtain financing without providing equity compensation to the lender. In providing such financing for
a Development Related CFD the City Council believes that the City is providing valuable
consideration to the property owner or developer and should be receive consideration in exchange. It
is the goal of the City to ensure that the City and the remainder of its residents, property owners and
taxpayers are compensated for the consideration provided to the property owner or developer of a
Development Related CFD and that such compensation should be one percent (1%) of the total
authorized bonded indebtedness for such a community facilities district. Prior to the issuance of
special tax bonds for any Development Related CFD, the applicant shall pay to the City the pro rata
amount of any compensation payable to the City as consideration for the City's agreement to provide
the financing mechanism for the financing of the authorized improvements and eligible incidental
expenses and to acquire the authorized improvements pursuant to the terms and conditions of an
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts
505-04 4/9/2019 21 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
agreement between the City and the property owner or developer as appropriate. For example, if the
compensation payable to the City for such consideration is $100,000 for a Development Related CFD
where the total authorized bonded indebtedness is $10,000,000 and the series of special tax bonds to
be initially issued is $5,000,000, the compensation payable to the City prior to the issuance of the
initial series of bonds will be the principal amount of the initial bond issue ($5,000,000) divided by
the total amount of the authorized bonded indebtedness ($10,000,000) multiplied by the total
compensation for such Development Related CFD ($100,000). In this example, the compensation
payable prior to the issuance of the first series of bonds would be:
$5,000,000 x $100,000 = $50,000
$10,000,000
Community Facilities Districts for Enemy Efficiency, Water Conservation, and Renewable
Enemy Improvements
Introductoiv Statement
Senate Bill No. 555 (Statutes 2011, Chapter 493) amended the Mello-Roos Act to authorize the use of
community facilities districts for financing energy efficiency, water conservation, and renewable
energy improvements to privately or publicly owned real property and buildings.
In particular, Senate Bill No. 555 added section 53328.1 to the Mello-Roos Act, thereby authorizing
special taxes to be levied only with the unanimous consent of all owners of property to be taxed by
such a district.
In light of the legislative findings in section 8 of Senate Bill No. 555, the City Council may determine
to establish one or more programs through which the City may use section 53328.1 of the Mello-Roos
Act and the related provisions added to the Mello-Roos Act by Senate Bill No. 555 to provide special
tax financing for improvements and properties that meet the criteria set forth in the bearing report
prepared in connection with the establishment of any such program (each a "Program"). The City
will administer each Program or contract with a third-party to administer such program (a "Program
Administrator").
With respect to financings done through a Program, the goals and policies set forth in this section, as
such goals and policies may be amended from time to time, supersede any other goals and policies
adopted by the City concerning the use of the Mello-Roos Act.
1. Eligible Improvements. A program may be used to finance or refinance the
acquisition, installation, and improvement of energy efficiency, water conservation, and renewable
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts
505-04 4/9/2019 22 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
energy improvements on real property and in or on buildings, whether the real property or buildings
are privately or publicly owned, subject to the following:
A. For privately owned real property and buildings, each owner must consent in
advance to the financing, in writing.
B. Financing through a Program is not available for the initial construction of
privately-owned residential buildings unless that initial construction is
undertaken by the intended owner or occupant.
The City is not establishing any priorities with respect to the financing of Eligible Improvements.
Priority for financing shall be considered on a case by case basis as determined by the City or the
applicable Program Administrator in accordance with the hearing report prepared in connection with
the related Program, as amended or modified from time to time (each a "Hearing Report"). No
services (as defined by Government Code Section 53313) will be financed through any Program.
1. Notice to Prospective Owners. To ensure that prospective purchasers of property
subject to a special tax levied through a Program are fully informed about the tax, the related Program
Administrator will record a notice of special-tax lien for each participating property as required by the
Mello-Roos Act and will provide the seller of each with a disclosure notice that satisfies section
53340.2 of the Mello-Roos Act and California Civil Code section 1102.6b.
2. Financing Limits. For each property. the minimum funding request and maximum
amount financed shall be determined in accordance with the Hearing Report. It is not expected that
the City will issue bonds in connection with any Program. If the City issues bonds in connection with
a Program, the City will establish policies concerning the credit quality of such bonds on a case by
case basis.
3. Underwriting Requirements for Financings. For each property, the financing of
Eligible Improvements on that property must meet the eligibility requirements set forth in the Hearing
Report. The Hearing Report may be amended or modified from time to time as specified therein or
the City Council may waive or modify any requirement in the Hearing Report on a case by case basis.
4. Maximum Annual Special Tax. The total annual aggregate amount of property taxes
and assessments on each property that participates in a Program, including the special tax imposed
through such Program may not exceed five percent (5%) of the value of the property. The value of
the property will be derived from the assessed value, the appraised value, or an estimate of value
based upon data supplied by a reputable real estate information service. If appraisals are used to
determine value for any purpose of a Program, the definitions, standards, and assumptions to be used
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
COUNCIL POLICY
CITY OF CHULA VISTA
SUBJECT: Statement of Goals and Policies Regarding POLICY EFFECTIVE
Establishment of Community Facilities NUMBER DATE PAGE
Districts
505-04 4/9/2019 23 OF 23
ADOPTED BY: Resolution No. 2019-051 DATED: 4/9/2019
AMENDED BY:
in such appraisals shall be determined on a case by case basis by the City or the related Program
Administrator.
5. Administration Costs. The annual special tax for each property that participates in a
Program must be in an amount sufficient (i) to finance or refinance the Eligible Improvements for
such property and (ii) to pay the property's pro-rata share of the City's and the related Program
Administrators costs to administer such Program.
6. Minimum Standards: Waiver and Amendment. The policies set forth in this section
reflect the minimum standards under which the City will make use of the Mello-Roos Act to finance
Eligible Improvements. The City may, in its discretion, require additional measures and procedures,
enhanced security and higher standards in particular cases. The City may, in its discretion and to the
extent permitted by law, waive any of the policies set forth herein. Such waivers are granted only by
action of the City Council. The goals and policies set forth in this section may be amended at any
time and from time to time by the City.
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit BDOC# 2022-0159337
�111111 IIIII IIIII IIIII IIII 111111 IIIII IIIII IIIII IIIII IIIII IIIII IIII IIII
*., Recording requested Apr 12, 2022 10:07 AM
by: OFFICIAL RECORDS
City of Chula Vista Ernest J Dronenburg, Jr.,
After recording return SAN DIEGO COUNTY RECORDER
to: FEES: $0.00 (SB2 Atkins: $0.00)
City Clerk's Office PAGES: 22
City of Chula Vista
276 Fourth Avenue
Chula Vista, CA 91910
This space for Recorder's use only
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RESOLUTION NO. 2022-020
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit
RESOLUTION NO. 2022-020
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING TENTATIVE SUBDIVISION
MAP CVT20-0002 (PCS20-0002) FOR A 135.7-ACRE SITE FOR
(718)MULTI-FAMILY RESIDENTIAL UNITS,KNOWN AS THE
SUNBOW ll, PHASE 3 PROJECT
WHEREAS, the area of land which is the subject of this Resolution is represented in
Exhibit A, attached hereto and incorporated herein by this reference, and commonly known as
Sunbow II, Phase 3, and for the purpose of general description consists of 135.7-acres within the
Sunbow II Planned Community generally located at the southeast corner of Brandywine Avenue
and Olympic Parkway(Project Site); and
WHEREAS, on February 20, 1990, the City Council of the City of Chula Vista approved
the Sunbow II Sectional Planning Area (SPA) Plan (Resolution No. 15524), inclusive of a 46.0-
acre parcel designated for an Industrial Park,known as Planning Area 23 (PA23); and
WHEREAS, since approval all other parcels covered by the Sunbow II SPA have been
built out and the PA23 site has remained vacant; and
WHEREAS, on January 7, 2020, the City Council of the City of Chula Vista approved a
Community Benefits Agreement (Resolution No. 2020-003) with ACI Sunbow, LLC
(Applicant/Owner), to allow the Owner to process entitlements to consider the conversion of the
PA23 land from industrial to residential uses and in exchange would provide funding that can be
used by the City to direct the construction of a job enhancing use in Eastern Chula Vista or other
signature project; and
WHEREAS,applications to consider such amendments to the City of Chula Vista General
Plan(MPA20-0012), Sunbow II General Development Plan (MPA20-0013), Sunbow 11, Phase 3
SPA Plan (MPA20-0006) and approval of an associated Tentative Map (PCS20-0002) and
Development Agreement (MPA21-0014) were filed with the City of Chula Vista Development
Services Department on February 26, 2020 by the Applicant; and
WHEREAS, the Applicant proposes to rezone 67.5-acres of developable land on the
Project Site from light industrial to residential uses resulting in up to 534 multi-family medium-
high-density and 184 multi-family high-density residential dwelling units (718 total units) on six
parcels and designate the remaining 68.2-acres as Multiple Species Conservation Program
(MSCP) land, Poggi Creek Conservation Easement areas and a conserved wetland resource area
on sixteen parcels (Project); and
WHEREAS, the Director of Development Services has reviewed the proposed project for
compliance with the California Environmental Quality Act(CEQA)and has determined that there
is substantial evidence, in light of the whole record, that the Project may have a significant effect
on the environment; therefore, the Director of Development Services has caused the preparation
of an Environmental Impact Report, EIR20-0002; and
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Resolution No. 2022-020 Exhibit
Page No. 2
WHEREAS, the Applicant requests approval of Tentative Map CVT20-0002 (PCS20-
0002) to subdivide the Project Site into twenty-two lots for the development of 718 residential
units (6 lots), a community purpose facility (1 lot), Poggi Creek Conservation Easement (3 lots),
open space(9 lots) and open space preserve(3 lots); and
WHEREAS, a hearing time and place was set by the Planning Commission for
consideration of the Project and notice of said hearing, together with its purpose,was given by its
publication in a newspaper of general circulation in the City, and its mailing to property owners
and residents within 500-feet of the exterior boundaries of the property, at least ten(10)days prior
to the hearing; and
WHEREAS, the Planning Commission held an advertised public hearing on the Project
and voted 0-6 recommending the City Council deny the approval of the Project,citing that further
analysis related to the Jobs Enhancement Fund and a mix of land uses on the site be considered;
and
WHEREAS,the proceedings and all evidence introduced before the Planning Commission
at the public hearing on the Project, and the Minutes and Resolution resulting therefrom, are
incorporated into the record of this proceeding; and
WHEREAS, the City Clerk set the time and place for the City Council hearing on the
Project application and notice of said hearing, together with its purpose, given by its publication
in a newspaper of general circulation in the City and its mailing to property owners within 500-
feet of the exterior boundaries of the Project Site at least ten (10)days prior to the hearing; and
WHEREAS,the City Council of the City of Chula Vista held a duly noticed public hearing
to consider the Project at the time and place as advertised in the Council Chambers, 276 Fourth
Avenue, and said hearing was thereafter closed; and
WHEREAS, immediately prior to this action, the City Council considered Final
Environmental Impact Report(EIR20-0002), pursuant to Resolution No. 2022-017; and
WHEREAS, immediately prior to this action, the City Council approved a General Plan
Amendment (MPA20-0012) and Sunbow II General Development Plan Amendment (MPA20-
0013),pursuant to Resolution No. 2022-018; and
WHEREAS, immediately prior to this action, the City Council approved the Sunbow Il,
Phase 3 SPA Plan Amendment (MPA20-0006), pursuant to Resolution No. 2022-019; and
WHEREAS, the final step of Project approval will include the consideration of a
Development Agreement between the City and Applicant(MPA21-0014).
NOW, THEREFORE BE IT RESOLVED by the City Council of the City of Chula Vista
that it does hereby find and determine, as follows:
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Exhibit BResolution No. 2022-020
Page No. 3
I. TENTATIVE SUBDIVISION MAP FINDINGS
A. Pursuant to Government Code Section 66473.5 of the Subdivision Map Act, the City
Council finds that the Tentative Subdivision Map,as conditioned herein,is in conformance
with the elements of the City's General Plan,based on the following:
1. Land Use
The General Plan land use designation is Residential Medium-High (11-18 dwelling
units per gross acre) and High (18-27 dwelling units per gross acre). Five of the
proposed parcels will be developed at a medium-high density range of 13.3 to 15.4
dwelling units per gross acre and the remaining at a high density of 24.1 dwelling units
per gross acre,which is within the allowable density and permitted number of dwelling
units.
2. Circulation
All off-site public streets required to serve the subdivision already exist or will be
constructed or paid for by the Applicant in accordance with the Conditions of Approval.
The on-site public streets are designed in accordance with the City design standards
and/or requirements and provides for vehicular and pedestrian connections. The on-
site private streets are designed consistent with the Sunbow II SPA Plan and Tentative
Map.
3. Public Facilities
The Project has been conditioned to ensure that all necessary public facilities and
services will be available to serve the Project concurrent with the demand for those
services.
The Project Area is within the boundaries of the Otay Water District(OWD) for water
service. The OWD has existing and planned facilities in the vicinity of the Proposed
Project and water service can be provided by expanding the existing system.
4. Housin
The Project is consistent with the density prescribed within the Residential Medium-
High and High General Plan designation and provides additional opportunities for
multi-family residential home ownership in the eastern portion of the City. The Project
will also comply with the City's Balanced Communities Policy through alternative
compliance as specified in the Project's Development Agreement. The deed restricted
residential units are to remain within this identified area of the SPA and are non-
transferrable.
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Resolution No. 2022-020 Exhibit
Page No. 4
5. Growth Management
A Supplemental Public Facilities Finance Plan (PFFP) has been prepared for the
Project,as required by the Grown Management Element. The PFFP requirements have
been included in the Project's Conditions of Approval.
Circulation
The surrounding street segments and intersections including those along Olympic
Parkway will continue to operate at the current Level of Service in compliance with
the City's traffic threshold standard with the proposed project traffic. No adverse
impact to the City's traffic threshold standards would occur as a result of the proposed
project.
Schools
The Project Site is located in the attendance area of Valle Lindo Elementary School,
within the boundaries of the Chula Vista Elementary School District (CVESD). The
Project is also within the attendance area of Rancho Del Rey High School, Otay Ranch
High School,and Chula Vista Adult School,within the Sweetwater Union High School
District(SUHSD).The Project is within the boundaries of CVESD Community Facility
District (CFD) No. 4 and SUHSD CFD No. 4, which will fully mitigate the Project's
impact on local schools.
Sewer System
The proposed onsite sewer system consists of gravity sewer lines within Streets "A"
and `B" that will convey flow to the existing Poggi Canyon Interceptor in Olympic
Parkway. Based on the average flow presented in Table 6 and a peak factor of 2.33 per
the City Subdivision Manual, the projected peak flow for the Proposed Project is 0.31
mgd. An 8-inch gravity sewer line within Street "A" with a minimum slope of 1.0
percent is adequate to convey total project flow. Private sewer lines will be connected
to this 8-inch public sewer line and extended to the building sewer laterals.
Drainage
The drainage system will collect stormwater through a series of swales, catch basins,
inlets and culverts that direct stormwater flows to two onsite basins for purposes of
water quality and hydromodification. Onsite storm drain facilities include a series of
storm drainpipes within Streets "A" and `B" and the private streets within the
residential parcels. A by-pass system of pipes carries natural or treated runoff in
separate pipes to discharge into Poggi Creek.
6. Open Space and Conservation
The Project proposes multi-family homes that meet the minimum open space
requirement per the Sunbow II SPA Plan, Planned Community District Regulations.
The Project includes 63.6-acres designated MSCP Preserve open space, 4.3-acres of
Poggi Creek Conservation Easements and a 0.3-acre conserved wetland resource area.
The development of the site is consistent with the goals and policies of the
Conservation Element.
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Exhibit BResolution No. 2022-020
Page No. 5
7. Parks and Recreation
The Project would increase population growth, with each multi-family unit generating
the need for 341 square feet of development parkland. The 718 multi-family units
within Planning Area 23 of the Sunbow II Phase 3 SPA Plan generates a parkland
obligation of 5.6 acres. In order to satisfy this obligation,the Project is required to pay
a Park Benefit Fee in accordance with the Project's Development Agreement and will
not be providing the 5.6 acres of development parkland within the development.
8. Safety
The City Engineer, Fire and Police Departments have reviewed the proposed
subdivision for conformance with City safety policies and have determined that the
proposal meets those standards.
9. Noise
The Project has been reviewed for compliance with the Noise Element and will comply
with applicable noise measures at the time of issuance of Building Permits.
10. Scenic Highway
The Project Site is not located adjacent to or visible from a designated scenic highway.
B. Pursuant to Government Code Section 66473.1 of the Subdivision Map Act, the
configuration, orientation, and topography of the site allows for the optimum siting of lots
for natural and passive heating and cooling opportunities and that the development of the
site will be subject to site plan and architectural review to ensure the maximum utilization
of natural and passive heating and cooling opportunities.
C. Pursuant to Government Code Section 66412.3 of the Subdivision Map Act, the City
Council certifies that it has considered the effect of this approval on the housing needs of
the region and has balanced those needs against the public service needs of the residents of
the City and the available fiscal and environmental resources.
D. The site is physically suited for residential development because it is generally level and is
located adjacent to existing residential developments. The Project conforms to all
standards established by the City for a residential development. The conditions herein
imposed on the grant of permit or other entitlement herein contained is approximately
proportional both in nature and extent to the impact created by the proposed development.
F. Pursuant to Government Code Section 66474 (a)-(g) of the Subdivision Map Act, the City
Council hereby finds that the proposed project:
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Exhibit
Resolution No. 2022-020
Page No. 6
1. Is consistent with the Chula Vista General Plan, as specified in Section 65451, and
land use, transportation, economic development, housing, public facilities and
services,environmental and growth management objectives and policies.
2. Design or improvement is consistent with the General Plan. The General Plan
establishes the vision for the City, and the Project defines the land use character and
mix of uses,design criteria,circulation system, and public infrastructure requirements
for the Project. The Tentative Map is consistent with the General Plan.
3. The Project Site is suitable for the proposed density of development. The Project's
zoning supports the design of a viable residential project that will create a strong sense
of place for residents. The densities are in accordance with the General Plan for the
area.
4. The Project Site is physically suitable for the type of development. The Project is
surrounded by other in-fill residential projects. The Project is designed to be
compatible with the surrounding community.
5. The design of the subdivision or the proposed improvements are not likely to cause
substantial environmental damage or substantially and avoidably injure fish or wildlife
or their habitat. The Project has been designed to provide a landscaped buffer for the
surrounding in-fill residential projects and to comply with CEQA.
6. The design of the subdivision or type of improvements is not likely to cause serious
public health problems because the Project has been designed to provide quality open
space and amenities.
7. Neither the Subdivision nor the type of improvements will conflict with easements,
acquired by the public at large, for access through or use of, property within the
proposed subdivision. In this connection,the governing body may approve a map if it
finds that alternate easements, for access or for use, will be provided, and that these
will be substantially equivalent to ones previously acquired by the public. This
subsection shall apply only to easements of record or to easements established by
judgment of a court of competent jurisdiction and no authority is hereby granted to a
legislative body to determine that the public at large has acquired easements for access
through or use of property within the proposed subdivision.
II. TENTATIVE SUBDIVISION MAP CONDITIONS OF APPROVAL
Unless otherwise specified or required by law: (a) the Conditions of Approval and Code
requirements set forth below shall be completed prior to recordation of the related Final
Map as determined by the Director of Development Services and the City Engineer, or
designees, unless otherwise specified, "dedicate" means grant the appropriate easement,
rather than fee title. Where an easement is required, the Applicant shall be required to
provide subordination of any prior lien and easement holders in order to ensure that the
City has a first priority interest and rights in such land unless otherwise excused by the
City. Where fee title is granted or dedicated to the City,said fee title shall be free and clear
of all encumbrances,unless otherwise excused by the City.
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Exhibit ' Resolution No. 2022-020
Page No. 7
Should conflicting wording or standards occur between these Conditions of Approval, any
conflict shall be resolved by the City Manager or designee.
A. GENERAL/DEVELOPMENT SERVICES
1. The Applicant, or his successor in interest, shall improve the Project Site in accordance
with the approved Sunbow I1, Phase 3 Tentative Subdivision Map No. CVT20-0002
(PCS20-0002), on file in the Planning Division, the conditions contained herein, and Title
19 of the Chula Vista Municipal Code("CVMC"or"Municipal Code").
2. The Project shall comply with the General Development Plan Amendment and the Sunbow
II, Phase 3 SPA Plan Amendment.
3. The Applicant shall implement,to the satisfaction of the Director of Development Services
and the City Engineer, the mitigation measures identified in EIR20-0002 Mitigation
Monitoring and Reporting Program (MMRP) for the Project, within the timeframe
specified in the MMRP.
4. Prior to initiating any construction related activities requiring a clearing and grubbing or
Grading Permit, the Applicant shall obtain a Habitat Loss Incidental Take Permit pursuant
to Section 17.35 of the Municipal Code for impacts to Chula Vista MSCP Tier 1, II, and 11
vegetation communities as shown in Table 5.3-11, in accordance with Project Habitat
Mitigation Ratios and Acreages of the EIR and in accordance with Table 5-3 of the City of
Chula Vista MSCP Subarea Plan.
5. Prior to Final Map approval, the Applicant shall pay all applicable fees, including any
unpaid balances of permit processing fees for deposit account DDA0637.
6. The project will be serviced for domestic water and fire with a public waterline constructed
in Streets A and B, in accordance with Otay Water District (OWD) standards. The
applicant shall conform all project related documents to show such waterlines as public.
Private domestic and fire waterlines can cross Streets A and B as needed to provide OWD
looping requirements.
7. Prior to issuance of the first residential building permit for the Project,the Developer shall
record a nuisance easement against the Property addressing noise, odor,and visual impacts
from the Otay Landfill(the"Nuisance Easement"). The Nuisance Easement shall name the
City and the County of San Diego as express beneficiaries and shall be in a form approved
by the Director of Development Services and the City Attorney.
8. The Developer acknowledges and agrees that no residential building permits shall be issued
for the construction of homes within 1,000 feet of the permitted limits of waste, as shown
in Exhibit B (the "Permitted Limit of Waste") of the Otay Landfill (the "Landfill") until
the earlier of:
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Resolution No. 2022-020 exhibit
Page No. 8
a) December 31, 2026. This shall be a firm date and not subject to extension. By way of
explanation, such date being the date by which the operator of the Landfill (Otay
Landfill, Inc., or "the Landfill Operator") has indicated to the City that it anticipates
permanently ceasing all waste disposal activities within 1,000 feet of the Permitted
Limit of Waste (a partial closure, as contemplated by the Landfill's 2017 Preliminary
Closure and Post-Closure Maintenance Plan); or
b) a date set forth in a future agreement,which may be entered into between the Developer
and the Landfill Operator, which shall include a commitment by the Landfill Operator
to permanently cease waste disposal activities within 1,000 feet of the Permitted Limit
of Waste (the "Landfill Agreement"), the final form of which shall be subject to
approval by the Director of Development Services and the City Attorney. If this
provision is to be exercised, the Landfill Agreement shall include a waiver of claims
by the Landfill Operator against the City and the City shall be designated as a third-
party beneficiary of the Landfill Agreement, with the right, but not the obligation to
enforce each party's performance obligations; or
c) such time that the Developer is able to demonstrate to the sole satisfaction of the
Director of Development Services that the proposed home is not within 1,000 feet of
the current or future active waste disposal area of the Landfill.
Land Development Division/Landscape Architecture Division:
9. The Applicant shall comply with all applicable City of Chula Vista Standard Tentative Map
Conditions(STMC)per Section 5-300 of the City Subdivision Manual as referenced hereto
and incorporated herein and as approved and amended from time to time,to the satisfaction
of the Director of Development Services and City Engineer or their designees.
10. Prior to the First Building Permit the Applicant shall pay the fair share contribution to the
Adaptive Traffic Signal Control (ATSC)modules to each signalized intersection along the
Olympic Parkway corridor between the I-805 Ramps and La Media Road. The
Applicant's fair share contribution is shown in the table below:
Intersection Peak Project%Traffic Project Fair
Hour Enteringa Share
1. Olympic Pk./I-805 SB Ramps AM 2.6% 3.1%
PM 3.6%
2. Olympic Pk./1-805 NB Ramps AM 3.8% 4.2%
PM 4.6%
3. Olympic Pk./Oleander Av. AM 5.0% 5.4%
PM 5.8%
4. Olympic Pk./Brandywine Av. AM 5.3% 6.0%
PM 6.6%
5. Olympic Pk./project driveway AM b b
(west) PM b
6. Olympic Pk./project driveway AM b b
(east) PM b
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Exhibit B Resolution No. 2022-020
Page No. 9
7. Olympic Pk./Heritage Rd. AM 1.6% 1.9%
PM 2.1%
8. Olympic Pk./Santa Venetia St. AM 1.3% 1.5%
PM 1.6%
9. Olympic Pk./La Media Rd. AM 1.0% 1.1%
PM 1.2%
a Near-Term conditions,Table 14-1, Transportation Impact Analysis, Sunbow II,
Phase 3 June 22, 2020).
n Traffic signal to be constructed by the project with adaptive system incorporated
and fully funded by the applicant.
11. Prior to final inspection for each unit and in accordance with the Development Agreement,
the Applicant shall pay a Park Benefit Fee equal to the PAD fees that would have otherwise
been due pursuant to Chapter 17.10, using the PAD fee rates in effect as of the Effective
Date of the Development Agreement.
12. In accordance with and as defined in the Development Agreement,the Owner shall pay the
Jobs Enhancement Fund in three separate payments prior to issuance of the first (I")
building permit,one-hundredth(100`h)building permit and two-hundredth(200`h)building
permit.
13. Prior to approval of a Grading Plan or Building Permit which includes any private facilities
within the public right-of-way or City easement, the Applicant shall enter into an
Encroachment Agreement with the City.
14. Proposed Fire Access Road(s) shall meet H-20 Loading requirements or shall be designed
for a Traffic Index (T.I.) of 5.
15. The Applicant shall add the following note on the Public Improvement Plans: Public
Works Operations Department shall inspect any existing sewer laterals and connections
that are to be used by the new development. Laterals and connections may need
replacement as a result of this inspection which shall be accomplished by the Applicant at
the Applicant's sole expense.
16. Prior to beginning any earthwork activities at the site and before issuance of Building
Permits in accordance with Municipal Code Title 15.04 the Applicant shall submit Grading
Plans and associated slope Landscape and Irrigation Plans to the City. Plans shall be in
conformance with the City's Subdivision Manual and the City's most current Best
Management Practices; BMP Design Manual. A copy of the BMP Design Manual is
available on the City of Chula Vista website at:
http•//www.chulavistaca.gov/departments/publ ic-works/services/storm-water-pollution-
prevention/documents-and-reports.
17. Prior to the issuance of the first Grading or Construction Permit, the Applicant shall enter
into a Storm Water Management Facilities Maintenance Agreement to perpetually
maintain and fund all Post Construction Permanent BMP facilities located within the
Project to the satisfaction of the Director of Development Services.
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Resolution No. 2022-020 exhibit
Page No. 10
18. Prior to approval of the Final Map, the Applicant shall enter into an agreement, in a form
acceptable to the City Engineer and City Attorney, granting permission for the City of
Chula Vista to permit the construction of drainage/improvements that will discharge
drainage onto Owner's property as shown on the CVT # 20-0002 and agreeing to
indemnify,defend, and hold harmless the City, its agents and employees from and against
any and all liability,claims,damages or injuries to any person, including injury to any City
employees,and any and all claims which arise from, are connected with, or are in any way
related to the performance of or failure to perform the work or other obligations, or are
caused or claimed to be caused by the acts or omissions of Owner, or Owner's agents or
employees, and all expenses of investigating and defending against same; provided,
however, that this indemnification and hold harmless shall not include any claim arising
from the sole negligence or willful misconduct of the City, its agents or its employees.
19. The Applicant shall provide a minimum 3-foot wide level bench on Grading Plans, for
landscaping maintenance access adjacent to freestanding walls, fencing or sound walls to
be constructed adjacent to perimeter open space slopes (OS-7 through OS-12) with a
gradient of 2:1 or greater.
20. Prior to issuance of any Grading or Building Permit based on plans proposing the creation
of down slopes adjacent to public or private streets, the Applicant shall obtain the City
Engineer's approval of a study to determine the necessity of providing guard rail
improvements at these locations. The Applicant shall construct and secure any required
guard rail improvements in conjunction with the associated Construction Permit as
determined by and to the satisfaction of the City Engineer. The guard rail shall be installed
per CalTrans Traffic Manual and Roadside Design Guide requirements and American
Association of State Highway and Transportation Officials (AASHTO) standards to the
satisfaction of the City Engineer.
21. Prior to the issuance of any Grading Permit, the Applicant shall provide a notarized letter
of permission for all off-site grading work.
22. The Applicant shall apply for Grading Permit(s) consistent with the applicable provisions
of the City's Municipal Code and Subdivision Manual,reviewed and approved by the Land
Development Division. These permit(s)shall reflect all grading required to create building
pads, private roads and storm drainage system necessary to address drainage leaving the
site.
23. Prior to issuance of any Grading Permit impacting on-site existing monitoring wells, the
Applicant shall submit and gain approval of a Well Destruction Permit from the County of
San Diego Department of Environmental Health and shall provide the City with a Closure
Memorandum from the County of San Diego Department of Environmental Health upon
completion of the Well Destruction Permit.
24.The Applicant shall dedicate for public use all the public streets and public utilities within
the subdivision boundary on the Final Map as shown on the approved Tentative Map(CVT
No. 20-0002) and shall construct or enter into an agreement to construct and secure all
streets, utilities, traffic signals, and intersection improvements as shown on the approved
Tentative Map (CVT No. 20-0002) to the satisfaction of the City Engineer and City
Attorney.
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Exhibit B Resolution No. 2022-020
Page No. 11
25. Prior to issuance of any Construction Permit, the Applicant shall submit, for review, street
cross-sections at 25' intervals depicting existing and proposed street cross-fall and limits
of grind and overlay required for the intersection improvements at Olympic Parkway and
Streets `A' and `B' to the satisfaction of the City Engineer.
26. Prior to approval of the First Final Map or Improvement Plan, the Applicant shall provide
the City with a Stopping Sight Distance and a Corner Sight Distance analysis which
demonstrates compliance with Chula Vista Standard Drawing RWY-05 for Corner Sight
Distance and Stopping Sight Distance and shall provide easements on the Final Map, as
applicable,to the satisfaction of the City Engineer.
27. All private sewer laterals and storm drains connecting each building unit to the City-
maintained public facilities shall be privately maintained.
28. All proposed sidewalks, walkways, pedestrian ramps, and disabled parking shall be
designed to meet the City of Chula Vista Design Standards, American's with Disabilities
Act(ADA) Standards, and Title 24 standards, as applicable.
29. Prior to approval of Improvement Plans for the Project,the Engineer of Work shall submit
and obtain approval by the City Engineer a waiver request for all subdivision design for
public improvements not specifically waived on the Tentative Map, and not conforming to
adopted City standards. The Engineer of Work request shall outline the requested
subdivision design deviations from adopted City standards and state that in his/her
professional opinion, no safety issues will be compromised. The waiver is subject to
approval by the City Engineer in the City Engineer's sole discretion.
30. The Applicant shall provide,Public Drainage and Access Easements on the Final Map over
Open Space Lots OS-1, 2, 3, 4, 5, 6a, 6b, 7 and 8 for the existing Poggi Creek channel
storm drains laterals and the two(2)existing box culverts within the subdivision boundary
to the satisfaction of the City Engineer.
31. On the Final Map, the Applicant shall provide an easement for private access and utility
purposes, to serve lots not feasibly served by a public street. If the engineering design of
the lot has not been finalized, at the time of Final Map approval, a note, approved by the
City Engineer, shall be placed on the Final Map, stating that such an easement will be
granted by the Applicant or HOA for these lots as required in the CC&Rs. Said note shall
reference Chula Vista Municipal Code Sections 18.32.030 and 18.44.010.
32. Prior to approval of any Final Map, the Applicant shall enter into a Grant of Easements,
Access and Maintenance Agreement which shall cover all Homeowners Association
(HOA)maintained improvements and shall also include all storm water BMP infrastructure
constructed and located in any public right-of-way to the satisfaction of the City Engineer.
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Exhibit
Resolution No. 2022-020
Page No. 12
33. The Applicant shall provide easements on the Final Map over portions of Private Open
Space Lots 5 and 8 to ensure access to public storm drain facilities, to the satisfaction of
the City Engineer.
34. Prior to the issuance of the First Building Permit, the Applicant shall provide
documentation to the City of meetings and correspondence with MTS regarding
implementation of local bus stops or other transit service to the Project, to the satisfaction
of the Director of Development Services.
35. Prior to approval of any Final Map, the Applicant shall present verification to the City
Engineer in the form of a letter from the Otay Water District that the subdivision will be
provided adequate water service and long-term water storage facilities.
36. Prior to the issuance of any Grading Permit impacting the existing on-site Otay Water
District recycled water line, the Applicant shall provide evidence to the satisfaction of the
City Engineer, that the Applicant has complied with the following:
a. The Otay Water District has approved plans to relocate the existing Otay Water
District Recycled Water line as shown on the approved Tentative Map (CVT No.
20-0002).
b. The Applicant has entered into an agreement with Otay Water District to construct
and secure the relocation of the Otay Water District Recycled Water line.
c. The Applicant has provided evidence that Otay Water District has abandoned or
has agreed to abandon any water main easements or portions thereof not needed as
a consequence of the relocation of the Otay Water District Recycled Water line and
the dedication of new right-of-way.
d. The Applicant has entered into an agreement with the City of Chula Vista to defend,
indemnify and hold harmless the City, its elected and appointed officers and
employees, from and against any and all claims, causes of action, demands, suit,
actions or proceedings,judicial or administrative, for writs, orders, injunction or
other relief, damages, liability, cost and expense (including without limitation
attorneys' fees) arising out of, connected with or incidental to the relocation of the
Otay Water District recycled water line and the closure and abandonment of the old
waterline,or from any and all City action, conduct or matter related thereto.
e. The Applicant shall maintain recycled water service that is to be relocated
throughout the duration of construction or provide temporary service in accordance
with Otay Water District Regulations.
37. Prior to approval of the Final Map, the Applicant shall provide an easement to the Otay
Water District on the Final Map,or in the alternative,by separate instrument for the portion
of the public recycled water main adjacent to Street A right of way as shown on the
Tentative Map, to the satisfaction of the City Engineer. If the easement is provided by
separate instrument, said easement shall be shown on the Final Map. Said easement shall
be sufficiently wide to enable the public recycled water line to be located clear of the
parkway tree planting.
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit BResolution No. 2022-020
Page No. 13
38. Prior to City approval of Streets A & B Improvement Plans showing the project's public
recycled water line, the Applicant shall obtain Otay Water District signatures on said
improvement plans.
39. The Applicant shall use benchmarks within the City of Chula Vista Benchmark network
for all mapping purposes.
40. Prior to approval of any Final Map showing public or private streets, the Applicant shall
obtain approval of street names to the satisfaction of the Director of Development Services
and City Engineer.
41. With the approval of each, the Final Map, Grading Plan and Improvement Plan, the
Applicant shall upload digital files in a format such as AutoCAD DWG or DXF(AutoCAD
version 2000 or above),ESRI GIS shapefile, file,or personal geodatabase(ArcGIS version
9.0 or above). The files should be transmitted directly to the GIS section using the city's
digital submittal file upload website @ http://www.chulavistaca.gov/goto/GIS. The data
upload site only accepts zip formatted files.
42. Prior to approval of any Final Map,the Applicant shall submit Covenants, Conditions and
Restrictions (CC&Rs) as approved by the City Attorney to the City Engineer and the
Director of Development Services Department. Said CC&Rs shall include the following:
a. Indemnification of City for private sewer spillage.
b. Indemnification of City—General.
c. Listing of maintained private facilities.
d. The City's right but not the obligation to enforce CC&Rs.
e. Provision that no private facilities shall be requested to become public unless all
homeowners and 100%of the first mortgage obligee have signed a written petition.
f. Maintenance of all walls, fences, lighting structures, paths, recreational amenities
and structures,private sewage facilities, drainage structures and landscaping.
g. Implement education and enforcement program to prevent the discharge of
pollutants from all on-site sources to the storm water conveyance system.
h. Said CC&Rs shall be consistent with CVMC Chapter 18.44, the Subdivision
Ordinance, and shall be recorded concurrently with the Final Map.
i. Trip reduction strategies:
1. Provide ride share coordination services to match residents interested in
carpooling;
2. Coordinate with nearby schools to match residents interested in carpooling
to/from schools;
3. Provide on-site transit opportunities information; and
4. Encourage bicycling by providing on-site bicycle infrastructure such as bike
racks
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Resolution No. 2022-020 Exhibit
Page No. 14
43. The CC&Rs shall contain a provision that provides all new residents with a disclosure
document that discloses the following intonation during any real estate transaction or prior
to lease signing:
a. NOTICE OF AIRPORT VICINITY - as required by the Brown Field Airport Land
Use Compatibility Plan (ALUCP), this property is presently located in the vicinity
of an airport, within what is known as an airport influence area. For that reason,
the property may be subject to some of the annoyances or inconveniences
associated with proximity to airport operations (for example: noise, vibration, or
odors). Individual sensitivities to those annoyances can vary from person to person.
You may wish to consider what airport annoyances, if any, are associated with the
property before you complete your purchase or lease and determine whether they
are acceptable to you. Prior to the First Final Map, the Applicant shall record the
"Airport Overflight Agreement"with the San Diego County Recorder's Office and
provide the City of Chula Vista with a conformed copy. Each prospective
homeowner shall acknowledge receipt of the Airport Overflight Agreement,
confirming they have been informed of the vicinity of the airport prior to the
purchase or lease of a home.
b. NOTICE OF LANDFILL — This property is located in the vicinity of the Otay
Landfill which is a solid waste disposal facility. Customary solid waste disposal
operations may include, but are not limited to, noise, odors, dust, vibrations,birds
and vectors. Individual sensitivities to those annoyances can vary from person to
person. You may wish to consider which of these annoyances,if any,are associated
with the property before you complete your purchase or lease and determine
whether they are acceptable to you. A copy of this disclosure document shall be
recorded with the San Diego County Recorder's Office and a conformed copy
submitted to the City of Chula Vista as part of the Project approval. Each
prospective homeowner shall sign the disclosure document confirming they have
been informed of the vicinity of the landfill prior to the purchase or lease of a home.
44. The Applicant shall submit a HOA budget for review and approval by the City Engineer.
Said budget shall include the following maintenance activities:
a. Private streets,private sewer and storm drain maintenance
b. Water quality facility maintenance and inspection.
45. The Applicant shall underground all utilities serving the subject property and existing
utilities located within or adjacent to the subject property in accordance with the applicable
Municipal Code Sections. Further, all new utilities serving the subject property shall be
under grounded prior to the issuance of Building Permits.
46. Prior to approval of any Design Review Applications, the Applicant shall submit the
Landscape Master Plan to the City for approval.
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit BResolution No. 2022-020
Page No. 15
47. Prior to submittal of the first Landscape and Irrigation Plans for the Project, the Landscape
Master Plan shall be sufficiently complete to enable approval by the Director of
Development Services.
48. Prior to approval and issuance of the first Building Permit, the Applicant shall submit
complete landscape construction documents for approval demonstrating that the installed
landscape will comply with the City of Chula Vista Landscape Water Conservation
Ordinance (LWCO), Chapter 20.12 of the Municipal Code.
49. No building permit shall be issued until the City has approved any changes to the
Entitlements that maybe necessary should the Applicant not be granted a deed transferring
fee simple title of land (the proposed buttress along the southern property line of the
project) in recordable form, duly executed by the City, free and clear of all recorded liens,
encumbrances, assessments, easements, leases and taxes; except those which are
reasonably approved by the Applicant and such transfer of land is necessary to be in
conformance with the Entitlements.
Planning:
50. Prior to issuance of the 240`h Building Permit, the Applicant shall construct the on-site
Community Purpose Facility (CPF) consistent with Exhibit 23: Conceptual Community
Recreation Area as depicted in the Sunbow II, Phase 3 SPA Plan Amendment and pay the
applicable CPF Benefit Fee for the remaining obligation in accordance with the
Development Agreement.
51. Prior to issuance of any Building Permit, the Applicant shall submit separate Design
Review Applications for each of the six residential neighborhoods to facilitate the City's
issuance of separate Design Review project numbers for each residential neighborhood.
The Applicant shall package said separate Design Review Applications into one master
Design Review Package to facilitate the City's comprehensive review of the entire Project
Site.
52. Prior to the issuance of the two hundredth (200th) Building Permit for the Project, the
Owner shall execute an amendment to the covenants and restrictions (Affordability
Covenant) set forth in that certain Regulatory Agreement dated June 1, 2000, between the
California Tax Credit Allocation Committee and Serena Sunbow, L.P. (Document No.
20000-0641390 in the San Diego County Recorder's Office,Nov.27,2000),in accordance
with the Development Agreement.
Fire Department:
53. The Applicant shall include the design and permitting of underground fire service utilities
as part of Development Services Department Private Improvement Plans or Building
Permit Plans.
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Resolution No. 2022-020 exhibit
Page No. 16
III. The following on-going conditions shall apply to the Project Site as long as it relies on
this approval:
54. With the exception of those items as defined in the Development Agreement, approval of
this request shall not waive compliance with any sections of the CVMC, nor any other
applicable City Ordinances in effect at the time of Building Permit issuance.
55. The Property Owner and Applicant shall and do agree to indemnify, protect, defend and
hold harmless City, its City Council members, Planning Commission members, officers,
employees and representatives, from and against any and all liabilities, losses, damages,
demands, claims and costs, including court costs and attorney's fees (collectively,
liabilities) incurred by the City arising, directly or indirectly, from (a) City's approval and
issuance of this Tentative Subdivision Map; (b) the City's approval of any environmental
document prepared for this Project and(c) City's approval or issuance of any other permit
or action, whether discretionary or non-discretionary, in connection with the Tentative
Subdivision Map contemplated on the Project Site. The Property Owner and Applicant
shall acknowledge their agreement to this provision by executing a copy of this Tentative
Subdivision Map where indicated below. The Property Owner's and Applicant's
compliance with this provision shall be binding on any and all of the Property Owner's and
Applicant's successors and assigns.
56. All of the terms,covenants and conditions contained herein shall be binding upon and inure
to the benefit of the heirs, successors, assigns and representatives of the Developer as to
any or all of the Property.
57. The Applicant shall comply with all requirements and guidelines of the City of Chula Vista
General Plan;the City's Growth Management Ordinance; Chula Vista Landscape Manual,
Chula Design Plan and the Non-Renewable Energy Conservation Plan in effect on the
Effective Date, as defined and as set forth in the Development Agreement. Plans may be
subject to minor modifications by the appropriate department head, with the approval of
the City Manager,however, any material modifications shall be subject to approval by the
City Council.
58. If any of the terms, covenants or conditions contained herein shall fail to occur or if they
are,by their terms,to be implemented and maintained over time, if any of such conditions
fail to be so implemented and maintained according to their terms, the City shall have the
right to revoke or modify all approvals herein granted including issuance of Building
Permits, deny, or further condition the subsequent approvals that are derived from the
approvals herein granted;institute and prosecute litigation to compel their compliance with
said conditions; and/or seek damages for their violation. The Applicant shall be notified
10 days in advance prior to any of the above actions being taken by the City and shall be
given the opportunity to remedy any deficiencies identified by the City.
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit BResolution No. 2022-020
Page No. 17
�.,. IV. GOVERNMENT CODE SECTION 66020 NOTICE
Pursuant to Government Code Section 66020(d)(1),NOTICE IS HEREBY GIVEN that the
90 day period to protest the imposition of any impact fee, dedication, reservation, or other
exaction described in this resolution begins on the effective date of this resolution and any
such protest must be in a manner that complies with Government Code Section 66020(a)
and failure to follow timely this procedure will bar any subsequent legal action to attack,
set aside, void or annual imposition. The right to protest the fees,dedications,reservations,
or other exactions does not apply to planning, zoning, grading, or other similar application
processing fees or service fees in connection with the project; and it does not apply to any
fees, dedication, reservations, or other exactions which have been given notice similar to
this, nor does it revive challenges to any fees for which the Statute of Limitations has
previously expired.
V. EXECUTION AND RECORDATION OF RESOLUTION OF APPROVAL
The Property Owner and Applicant shall execute this document signing on the lines provided
below, indicating that the Property Owner and Applicant have each read, understood and
agreed to the conditions contained herein, and will implement same. Upon execution, this
document shall be recorded with the County Recorder of the County of San Diego, at the
sole expense of the Property Owner and/or Applicant, and a signed, stamped copy returned
to the City's Development Services Department. Failure to return the signed and stamped
copy of this recorded document within 10 days of recordation shall indicate the Property
Owner/Applicant's desire that the project, and the corresponding application for building
permits and/or a business license,be held in abeyance without approval.
J 0 4 - 3/2,48
'L2
Bill Hamlin, Executive Vice President Date
ACI Sunbow, LLC by Ayres Land Company, Inc.
Property Owner
Bill Hamlin, Executive Vice President Date
ACI Sunbow, LLC by Ayres Land Company, Inc.
Applicant
VI. CONFORMANCE WITH CITY SUBDIVISION MANUAL
The City Council does hereby find that the Project is in conformance with the City of Chula Vista
Subdivision Manual, CVMC Chapter 18.12 and the requirements of the Zoning Ordinance.
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Resolution No. 2022-020 Exhibit
Page No. 18
VII. INVALIDITY; AUTOMATIC REVOCATION
It is the intention of the City Council that its adoption of this Resolution is dependent upon the
enforceability of each and every term,provision, and condition herein stated;and that in the event
that any one or more terms, provisions, or conditions are determined by a Court of competent
jurisdiction to be invalid,illegal, or unenforceable,this Resolution and the permit shall be deemed
to be automatically revoked and of no further force and effect ab initio.
BE IT FURTHER RESOLVED that the City Council of the City of Chula Vista does,based
on the findings,and the general and specific conditions included herein,hereby approve Tentative
Subdivision Map (CVT20-0002) for Sunbow II, Phase 3 in conjunction with the General Plan
Amendment(MPA20-0012), Sunbow II General Development Plan Amendment(MPA20-0013),
Sunbow II Sectional Planning Area(SPA) Plan(MPA20-0006) and FEIR(FEIR20-0002).
[SIGNATURES ON THE FOLLOWING PAGE]
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit B Resolution No. 2022-020
Page No. 19
Presented by Approved as to form by
Tiffany Aiieen R. oogins
Director of Development Services Ci Atto ey
PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista,
California, this 18th day of January 2022 by the following vote:
AYES: Councilmembers: Cardenas,McCann,Padilla and Casillas Salas
NAYS: Councilmembers: None
ABSENT: Councilmembers: None
ABSTAIN: Councilmembers: Galvez
J441.,
Mary C llas Salas, Mayor
ATTEST:
Kerry "igelo6Y, MMC, City Clerk
STATE OF CALIFORNIA )
COUNTY OF SAN DIEGO )
CITY OF CHULA VISTA )
I, Kerry K. Bigelow, City Clerk of Chula Vista, California, do hereby certify that the foregoing
Resolution No. 2022-020 was duly passed, approved, and adopted by the City Council at a regular
meeting of the Chula Vista City Council held on the 18th day of January 2022.
Executed this 18th day of January 2022.
J
Kerry K.#gelo , MMC, City Clerk
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E Resolution No. 2022-020
Page No. 20
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Exhibit
Exhibit F-Land
Legal Description
BEING A 15.00 FOOT WIDE STRIP OF LAND WITHIN THAT PORTION OF THE SOUTHEAST
QUARTER OF SECTION 18, TOWNSHIP 18 SOUTH, RANGE 1 WEST, SAN BERNARDINO
MERIDIAN, SHOWN AND DESCRIBED AS PARCEL"A" OF CERTIFICATE OF COMPLIANCE
RECORDED AUGUST 10, 2016 AS DOCUMENT NO. 2016-0407997, OF OFFICIAL
RECORDS, IN THE CITY OF CHULA VISTA, COUNTY OF SAN DIEGO, STATE OF
CALIFORNIA. THE NORTHERLY LINE OF SAID 15.00 FOOT WIDE STRIP OF LAND BEING
MORE PARTICULARLY DESCRIBED AS FOLLOWS.-
COMMENCING
OLLOWS:COMMENCING AT THE NORTHWEST CORNER OF SAID PARCEL "A". SAID CORNER
BEING ON THE NORTHERLY BOUNDARY OF SAID SOUTHEAST QUARTER OF SECTION
18; THENCE ALONG SAID NORTHERLY BOUNDARY SOUTH 88°52'11" EAST, 206.15 FEET
(RECORD SOUTH 88°52'46" EAST PER SAID CERTIFICATE OF COMPLIANCE) TO THE
TRUE POINT OF BEGINNING;THENCE CONTINUING SOUTH 88°52'11" EAST, 480.00
FEET TO THE POINT OF TERMINUS.
THERE HEREINABOVE DESCRIBED STRIP OF LAND CONTAINS 7,200 SQUARE FEET,
MORE OR LESS.
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DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
D e v e I o p m xIt S e r v i -c e s D e p a' r t m e n t
-----> Facilities Financing Development Processing
(411t 1 VIS- ;X Development Checklist for Municipal Code Requirements
FORM 5509
Related Records
Project Location: GR:
Project Name: B/BR:
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TABLE OF CONTENTS
1. Project Requirements Page 2. Engineering Fees Page
1.1 Dedication Requirements 1 2.1 Sewer Fees 3
1.2 Public Improvement Requirements 1 2.2 Sewer Capacity Charge 3
Minor Construction Permit 2 2.3 Sewer & Drainage Basin DIFs 4
Major Construction Permit 2 2.4 Traffic Signal Fee 4
1.3 Grading Requirements 2 Trip Generation Table 5
1.4 General Requirements 2 2.5 Transportation Development Impact Fees (DIFs) 6
1.5 Water Capacity Fees 2 2.6 Park Acquisition and Development (PAD) Fees 6
2.7 Public Facilities DIF 7
2.8 Pedestrian Bridge DIFs 7
2.9 Fee Deferral Program 8
1. PROJECT REQUIREMENTS
According to the plans you recently submitted to the Development Services Department for review, the items noted below will be included
as conditions of approval of your Building Permit under the authority of the Chula Vista Municipal Code(CVMC). For further questions
regarding this checklist, please contact the person listed at the bottom of the last page.
1.1 Dedication Requirements
❑Dedication OR ❑Irrevocable Offer of Dedication of street right-of-way
(Brief description)
Note: Prior to issuance of a Building Permit, City must review and approve grant deeds for completeness, signed by owner(s),
with all signatories notarized and accepted by the City. Call the Engineering Technician at(619)409-5885 for the
required supporting documents to be submitted.
1.2 Public Improvement Requirements
In accordance with Section 12.24.040 of the Chula Vista Municipal Code (CVMC)and Council Policy No. 563-02, if a
Building Permit is issued for the on-site work valued at more than the threshold indicated in CVMC 12.24.030($50,000 plus
the percentage increase in the"20-City Average Building Code Index")the City may impose the requirement to construct
certain public improvements,which may include, but not necessarily be limited to, the following:
❑ Curb&gutter ❑ Sidewalk(-feet wide) ❑ Raised concrete/asphalt median
❑ Driveway approach ❑ Street widening ❑ Signal relocation
❑ PCC alley paving ❑ ADA ramps ❑Alley type approach
❑ Storm drain ❑ Asphalt&base in street ❑ Water Facilities
❑ Replace existing driveway with curb, gutter,sidewalk ❑ Fire Protection
❑ Street light(s) (required) ❑
Notes:A)The Construction Permit must be obtained prior to issuance of a Building Permit.
B)See Page 8 for information regarding deferring the requirement to install public improvements.
1.2.a Surety Requirements:
• Submit security in the amount of 110%of the approved engineer's estimate of the work to be done. Security may be in any of the
following forms: Surety bond from a surety company holding a Best's rating in accordance with CVMC 12.20.090; letter of credit;
U.S.Currency; savings passbook; certificate of deposit; or bank's certified check(NOTE: personal, company or third party checks
are not acceptable for cash bonds).
• A properly licensed contractor must obtain the permit. The contractor must first submit a Certificate of Insurance with the City of
Chula Vista named as additional insured and with the following minimum liability limits as set forth in "Specifications for Public
Works Construction"(Commonly referred to as the"Green Book"):
1 of 8 FORM 5509
276 Fourth Avenue I Chula Vista I California 1 91910 1 (619) 691.5247 Valid thru 9.22
Rev 9.21
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
{ � D e v e I o p m X�lt S e r v i c' e s D e p a r' t m e In t
Facilities Financing Development Processing
Iit"JA` 15T,:X Development Checklist for Municipal Code Requirements
FORM 5509
Surety Requirements-Continued:
Bodily Injury: $500,000 each person Property Damage: $250,000 each occurrence
$1,000,000 each occurrence $500,000 aggregate
$1,000,000 aggregate products and completed operations
Note: A combined single limit policy with the aggregate limits in the amount of$2,000,000 will be considered equivalent to the required
minimum.This amount may be adjusted(by written request)at the discretion of the City Engineer
1.2.b Construction Permit Requirements
❑ Minor Construction Permit
No engineered improvement plans are necessary and you are to submit the following items:
• Inspection fee/deposit(amount is determined based on estimated value of work to be done);
• Traffic Control Plan for Engineering's review and approval; (Submit at least 3 days prior to requesting
Construction Permit to provide time for review and corrections, if necessary);
• Satisfaction of Surety Requirements outlined above.
❑ Major Construction Permit
The following items will be required prior to issuance of the Construction Permit: (Note: improvement plans are not
required if curbs have been constructed in their ultimate location and installed under previous improvement plans)
• Improvement plans prepared by a registered civil engineer for review and approval (City's average processing
time: 3 to 4 weeks for first review; approximately 2 weeks for any subsequent reviews);
• Plan check deposit amount depends on the value of work($4,500 minimum);
• Satisfaction of Surety Requirements outlined above.
1.3 Grading Requirements
❑ Grading Permit Not Required
❑ Grading Permit Required
It appears from your plans that a Grading Permit(CVMC 15.04)may be required. For information regarding limits to grading
without a permit, please see Form 5516. The following items must be completed to obtain the permit:
• Submit a grading plan prepared by a registered civil engineer and submitted to this department for review;
(City's average processing time: 3 to 4 weeks for first review; approximately 2 weeks for any subsequent reviews)
• Fulfill landscaping requirements as set forth by the City Landscape Architect. (Contact: 619409-3890)
• Submit a plan-check deposit. Amount depends on the project's complexity and scope, in accordance with the City's
Full Cost Recovery Program ($6,000 minimum);
• Provide security in the amounts of: 25%of estimated earthwork costs; 100% of the estimated costs of appurtenant
structures(i.e. retaining walls, culverts, inlet structures, etc.)as determined by the approved engineer's estimate;
• Provide security in the amounts of 100% of landscaping and irrigation facilities; and 100%of landscape maintenance
for the period stated on the Grading Permit;
• Provide security in the amount of 10%contingency on the total security amount;
• Provide plans and technical reports in accordance with the City of Chula Vista Subdivision Manual Section 4-200;
• Provide a Storm Water Quality Management Plan in accordance with the City of Chula Vista BMP Design Manual.
Note:A Building Permit cannot be issued until certification(Form PW-E-106A)that the rough grading has been completed.
The form is available at the Development Services Counter and must be signed by the applicant's civil and soil
engineers,and then submitted to the Engineering Construction Inspection Section.
❑ Grading Not Provided
Since the plans submitted for review showed no information regarding proposed grading of the site, it may be determined at
the Building Permit stage that a Grading Permit is required (if this is the case, see above for requirements).
1.4 General Requirements
❑ Undergrounding of existing overhead utility lines on site.
❑ Undergrounding of distribution lines and other overhead utilities in the right-of-way adjacent to your site.
❑ An Encroachment Permit for your proposed private facilities within the City's street right-of-way and/or easement
(call for details).
1.5 Water Capacity Fees
The project may be subject to the collection of water capacity fees by the respective water authority, as required to acquire
new or additional capacity from the water system.The applicability and amount of fees are to be confirmed with the water
agency checked below.
❑Sweetwater Authority ❑Otay Water District
2 of FORM"(1
276 Fourth Avenue I Chula Vista California 1 91910 (619) 691.5247 Validv9.2122
Rev 9.2t
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
D e v e I o p m xlt S e r v i c e s D e p a r t. m e In t
—..� Facilities Financing Development Processing
cHLIAllT\ Development Checklist for Municipal Code Requirements
FORM 5509
2. ENGINEERING FEES APPLICABLE ON BUILDING PERMIT(S)
The following fees are applicable to your project, and they are required to be paid at the time of issuance of the Building Permit under
the authority of the City of Chula Vista's Master Fee Schedule, applicable ordinances, and other fees and assessments as approved
by the City Council.
If your plans call for a change to an existing structure,fees will be calculated on the difference in use/size. No refunds will be given
for reduced-sized structures.
Please note that the fees listed are based only on the plans submitted and are subject to change to reflect items shown on the
final building plans. This list may not include other Non-Engineering fees that may apply to your project.
Many engineering fees are generally adjusted annually on October 1 to reflect current building industry cost indices.
2.1 Sewer Fees(See Fee Schedule 12-100)
Administrative Fee:
❑ $45 for Residential Sewer Connection Permit
❑ $220 for Commercial/Industrial Sewer Connection Permit
Sewer Lateral Installation Fee for lateral from main to property line(one required for each building proposed):
❑ 4-inch: $9,160 plus$229.10 per foot of chargeable length over 40 feet
❑ 6-inch: $9,160 plus$236.91 per foot of chargeable length over 40 feet
❑ 10-inch or larger: $9,160 plus$355.10 per foot of chargeable length over 40 feet
❑ Tap into main over nine (9)feet in depth:Add$995
❑ Tap into main without City lateral installation: 4"lateral- $600; 6" lateral- $760
❑ Sewer Main Assessment per Ordinance 997:$16.00 per foot of property frontage
❑ Sewer Repayment District No. (Call for details)
❑ Spring Valley Sanitation District:$130 per acre(area to include M!of street right-of-way along property frontage)
❑ Montgomery Sewer Service Charges(Call for details)
2.2 Sewer Capacity Charge(See Fee Schedule 12-100)
❑ Sewer Capacity Charge______________________________________________________________________________$4,182 per Equivalent Dwelling Unit(EDU)
The following is to be used as a guide in calculating the fee for your project; however, the final charges will be
based upon the plans submitted for a building permit:
Land Use Category
Residential: Single-family Dwellings 1.00 EDU
Multi-Family 0.79 EDU
Mobile Home/Trailer 0.79 EDU
Commercial Self-service laundries,Coin Operated 0.5 EDU per washer plus non-washer EFUs
R.V. Parks 0.79 EDU per hook-up plus EFUs in bldgs
Restaurants: Minimum rate,all categories 0.60 EDU
Fast food w/drive thru 18.8 GPD/seat2
Fast food w/o drive thru 21.2 GPD/seat2
Buffet 14.5 GPD/seat2
Sit down w/waiter 17.7 GPD/seat2
Coffee shop w/juice bar 19.9 GPD/seat2
Bar/night club 7 GPD/seat2
Car wash: Self-serve 2.0 EDUs per stall
Automatic w/water recycling 6.5 EDUs
Automatic w/o water recycling 3 EFUs case by case
TransientyTemporary Hotel, Motel, Inn, Boarding House By EFU
Residence Facility: Convalescent Hospital, Hospital By EFU
Dormitories and other Temporary Residences By EFU
Other Government, Institutional By EFU
Commercial, Industrial By EFU
Manufacturing,Tenant Improvement By EFU
All other uses not described above By EFU
Source:Wastewater Collection System Master Plan(City of Chula Vista,May 2014)
1 Facilities with water recycling systems shall be assessed individually. Information required for the assessment shall be provided by the applicant.
2 230 GPD/EDU.
3 Facilities using water for processing purposes shall be assessed individually by the Director.
3 of 8 FORM 5509
276 Fourth Avenue I Chula Vista I California 1 91910 1 (619) 691.5247 Valid thru 9.22
Rev 9.21
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
t/ D e v e I o p m xHi t. S e r v i c e s D e p a r t In e In t
Facilities Financing Development Processing
Ms44�►
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FORM 5509
2.2 Sewer Capacity Charge-Continued
Table for calculating EFUs:
Fixture EFU Fixture EFU
Bar sink Commercial 2 Sink(mop basin 3
Bathtub 2 Sink(wash-up,each set of faucet) 2
Dental unit or Cuspidor 1 Sink or Dishwasher 2—
Drinking 2-
Drinkingfountain each head .5 Urinal stall 2
Laundry tub or clothes washer 3 Urinal wall 2
Lavatory 1 Toilet tank 4
Lavatory(Dental) 1 Toilet(valve) 4
•Multiply total EFUs by 12.1 GPD to get total GPD
•Divide GPD by 230 GPD/EDU to get total EDUs
•Multiply result by Sewer Capacity Charge to calculate total fee
2.3 Sewer&Drainage Basin Development Impact Fees(DIFs)
Projects located within the Poggi Canyon sewer basin and/or the Salt Creek sewer basin are also subject to Sewer&Drainage Basin DIFs,
which are in addition to the Sewer Capacity Charge described above in Section 2.2.Sewer&Drainage Basin DIFs are calculated using
basin-specific DIF rates,sewer flow rates,and EDUs as shown below:
❑ Poggi Canyon Sewer Basin
DIF to cover the costs of improvements to the sewerage system in Poggi Canyon------------------------------------------$265 per Basin EDU
❑ Salt Creek Sewer Basin
DIF to cover the costs of improvements to the sewerage system in Salt Creek Basin _________ $1,612 per Basin EDU
Sewer Basin DIF EDU Factors
Land Use Classification Poggi Canyon Sewer Basin(a) Salt Creek Sewer Basin(b)
Flow Rate Basin EDU Flow Rate Basin EDU
Residential Single-Family Dwelling* 265 GPD/DU 1.00 per DU 230 GPD/DU 1.00 per DU
Residential Multi-Family Dwelling 199 GPD/DU 0.75 per DU 182 GPD/DU 0.79 per DU
Commercial/Industrial 2,500 GPD/Acre 9.43 per Acre 1,401 GPD/Acre 6.09 per Acre
Multi-Story Commercial 0.072 GPD/SF 0.272 per 1,000 sq.ft. N/A N/A
High School 20 GPD/Student 0.08 per Student 13 GPD/Student 0.06 per Student
Junior High School 20 GPD/Student 0.08 per Student 13 GPD/Student 0.06 per Student
Elementary School 15 GPD/Student 0.06 per Student 12 GPD/Student 0.05 per Student
Park 500 GPD/Acre 1.89 per Acre 410 GPD/Acre 1.78 per Acre
Community Purpose Facility 2,500 GPD/Acre 9.43 per Acre 1,313 GPD/Acre 5.71 per Acre
* Dettached and Attached.
(a)Source: Poggi Basin Gravity Sewer Development Impact Fee(City of Chula Vista, April 2009)
(b)Source: Salt Creek Sewer Basin Development Impact Fee Study(Bartle Wells Associates, June 2015)
2.4 Traffic Signal Fee (See Fee Schedule 16-200)
New projects proposed in the City are subject to a Traffic Signal Fee based on expected trip generation----------- $43.95 per Trip
❑ Your plans call for additional trips generated.
4 of 8 FORM 5509
276 Fourth Avenue Chula Vista California 91910 (619) 691.5247 Valid thru 9.22
Rev 9.21
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
e v e ' l o p m xllt -S e r v i c e s D e p a r t m e n t
.�.. Facilities Financing Development Processing
CM 1A V151A Development Checklist for Municipal Code Requirements
FORM 5509
TRIP GENERATION TABLE
This is not an exhaustive list and includes the most commonly applied trip generation counts.
To view the complete table, please refer to the Fee Schedule 16-200
Major Commercial, per 1,000 SF
Commercial/retail center also strip commercial ..........40 T
Community shopping center(30-60 acres,100K-300K SF).....................................80 T
Neighborhood shopping center(< 10 acres, < 100K SF).......................................120 T
Commercial shops, per 1,000 SF
Supermarket................................. ........... ......... ......... ........... . ....... .......... ..... 150 T
Convenience market...... ........ ........ ........ ........................ ......... .......... .... 700 T
Discountclub ... ........... ....... ......... ......... ........... ........... ........ ........ .........60 T
Discount store ......... ......... ....... ........ ........ ......... ......... .......... ......... 60 T
Furniturestore................................................................................. .......... ........... ......... 6 T
Lumberstore .. ......... ........ .......... ........... ........... ........... .......... ........................ 30 T
Hardware or paint store ............................. ........ ......... .......... .......... ............. 60 T
Garden Nursery ._------------------------------------------------------------ ..._- .....
........40 T
Industrial, per 1,000 SF or other factor as designated
Industrial/business park commercial included .....------.16 T
Industrial park no commercial .................................................. 8 T
Industrial plant, multiple shifts.. ........ ........................................ ........... ......... ... 10T
Manufacturing/assembly..... ........ ........... ......................... ............ ........ ....... 4 T
Warehousing............. ......... ........ . ...... ......... ............ ......... .........-........... 5 T
Storage...... ........... .......... ...................... ........................... ........ ........... ......... .2 T
Storage, per vault...................................................................................................................
......................... ......... 0.2 T
ScienceR&D ........ .......... ........ ...... .......... ........ ............ .........-- ........ 8 T
Residential, per unit
Singlefamily detached --------------------------------------------- -------- -------- .......... ........... .10 T
Condo/duplex-------------------------------------------------------------------------------------------------------------------------------8 T
Apartments................................................................................................................................... 6 T
Mobile home,adults only ....... ........ ----.... .......... ........... ......---- ................. 3 T
Mobile home,family........ ...... ............. ........ ......... ......... ......- 5T
Retirementcommunity ........ ........ .......... ........................ ............. ...................... 4 T
Congregate care facility...... ......... . ........ ......... ............ ....... ........ ....... 2.5 T
Lodging, per room
Hotel,with convention facilities and restaurants.......................................................... 10T
Motel ...... ......... ........... .......... .......... ......... ......... ........ .......... ........... ......... 9 T
Resorthotel................................. ........ ......... ....... ....... ........ ........ ....... 8 T
Offices
Standard office, < 100,000 SF, per 1,000 SF................................................................. 20T
Standard office,< 100,000 SF, per acre.......................................................................300 T
Standard office, > 100,000 SF, per 1,000 SF.................................................................17 T
Standard office, > 100,000 SF, per acre.................................... .................. 600 T
Corporate office,single user, per 1,000 SF.....................................................................14 T
Corporate office,single user, per acre...........................................................................180 T
Medical/dental office, per 1,000 SF.. ......... ........ ......... .......... ......... ...........50 T
Medical/dental office, per acre------------------------------------------------------------------------ 500 T
Restaurant/Lounge
Low turn-over,quality, per 1,000 SF ....... .................... ..................... ........ 100 T
Low turn-over, quality, per seat.. ........ ...... ....... ..................... ........................ 3 T
Low turn-over,quality, Per acre ........ ........ ....... .......... ....... ....... .............500 T
High turn-over, sit down, per 1,000 SF...........................................................................160 T
High turn-over,sit down, per seat.................... ....... ..................... ........... .............6 T
High turn-over, sit down, per acre......... ........ ......... ........... ........ ....... ......1,000 T
Fast-food with drive-through, per 1,000 SF...................................................................650 T
Fast-food with drive-through, per seat.............................................. 20T
Fast-food with drive-through, per acre....................... ..................... ...... ..... 3,000 T
Fast-food w/out drive-through, per 1,000 SF................................................................700 T
Lounge, per 1,000 SF gross floor area.......... ....... ....... ..................... ....... .. 100 T
FORM 5509
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276 Fourth Avenue I Chula Vista I California 1 91910 1 (619) 691.5247 Valid thru 9.22
Rev 9.21
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
D e v e l o p m `7i il S� e r v i c e s D e p a r t m e n t
--- � Facilities Financing Development Processing
t Fit AA NTS'TA Development Checklist for Municipal Code Requirements
FORM 5509
2.5 Transportation DIFs
As required by the TransNet Extension Ordinance approved by San Diego County voters in 2004, the City is required to
collect a minimum of$2,583.82 per residential unit for contribution to the SANDAG Regional Transportation Congestion
Improvement Program.This minimum amount is indexed annually at the start of the fiscal year. Certain residential land
uses are exempted from this fee collection as described in Chapter 3 of the RTCIP Impact Fee Nexus Study Final Report
(November 26, 2007)..
❑ Eastern Transportation DIF(ETDIF)
Your proposed project lies within the Eastern Territories (generally to the east of 1-805)and is subject to the ETDIF to cover
the costs of improvements on certain roads in the City east of 1-805(Fee to be assessed with application of Building Permit).
The ETDIF is assessed at a rate of$1,580.30 per daily vehicular trip. Example ETDIF calculations for selected residential
land use types are provided in the table below. For other land uses, please consult SANDAG's Not So Brief Guide of
Vehicular Traffic Generation Rates, excerpts of which are provided above in Section 2.4.
Example ETDIF Calculations, Selected Residential Land Uses*
Land Use Classification ETDIF
Residential(LOW) 0 to 6 DU/Acre $15,802/DU
Residential(MED) 6.1 -20 DU/Acre $12,642/DU
Residential(HIGH) 20+DU/Acre $9,481 /DU
Senior Housing 8 DU/Acre $6,321 /DU
Residential Mixed Use 20+ DU/Acre** $6,321 /DU
* Examples only;please contact Facilities Financing for a project specific DIF estimate.
**For multi-family residences located within the same building as commercial retail land uses;coordinate with Facilities
Financing for additional details.
❑ Western Transportation DIF(WTDIF)
Your proposed project lies within the City's Western Territories(generally between 1-5 and 1-805)and is subject to the WTDIF
to cover the costs of improvements on certain roads in the City west of 1-805(Fee to be assessed with application of Building
Permit).The WTDIF is assessed a rate of$492.87 per daily vehicular trip.See the table below for calculations for selected residential
land uses.
❑ Bayfront Transportation DIF (BFDIF)
Your proposed project lies within the City's Bayfront and is subject to the DIF to cover the costs of improvements on certain
roads in the City west of 1-5 (Fee to be determined with application of Building Permit).The BFDIF is assessed a rate of
$1,191.37 per daily vehicular trip.Refer to Table 2 for calculations for selected land uses.
Example WTDIF and BFDIF Calculations, Selected Residential Land Uses*
Land Use Clasification WTDIF Rate BFDIF Rate
Residential LO 0-6 DU/Acre $4,928/DU $11,913/DU
Residential(MED) 6.1-20 DU/Acre $3,942/DU $9,530/DU
Residential HIGH 20+DU/Acre $2,957/DU $7,148/DU
Mobile Home $2,464/DU $5,956/DU
Residential Mixed 20+DU/Acre** $1,971/DU $4,765/DU
* Examples only;please contact Facilities Financing for a project specific DIF estimate.
**For multi-family residences located within the same building as commercial retail land uses;coordinate with
Facilities Financing for additional details.
2.6 Parkland Acquisition and Development(PAD) Fees (See Fee Schedule 16-100)
PAD Fees shall be paid at the time stated in the latest version of CVMC 17.10.
Per the CVMC 17.10, a single-family home includes single-family detached homes and detached condominiums.
Multi-family homes include attached condominiums, attached townhouses, duplexes,triplexes and apartments.
6 of 8 FORM 5509
276 Fourth Avenue Chula Vista California 91910 I (619) 691.5247 Valid thr9.22
Rev 9.21
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Nz� 1>_1 D e v e I o m i t it S e r v i c e s D e p a r t m e n t
Facilities Financing I Development Processing
Development Checklist for Municipal Code Requirements
OR IA
FORM 5509
❑ Eastern PAD Fee
Your proposed project is located within the City's Eastern Territories(East of 1-805)and is subject to PAD Fees to cover the
cost of new parkland acquisition and development as follows:
Proposed Type of Project Parkland Obligation(Dedicate parkland to the City) Park Development Fees'' Total PAD
Single-Family Home $12,676/DU + $8,690/DU= $21,366/DU
Multi-Family Home $9,408/DU + $6,450/DU= $15,858/DU
Mobile Home $5,932/DU + $4,067/DU= $ 9,999/DU
❑Western PAD Fee
Your proposed project is located within the City's Western Territories(West of 1-805)and is subject to PAD Fees to cover the
cost of new parkland acquisition and development as follows:
Proposed Type of Project Parkland Obligation(Dedicate parkland to the City) Park Development Fees" Total PAD
Single-Family Home $4,994/DU + $8,690/DU= $13,684/DU
Multi-Family Home $3,707/DU + $6,450/DU= $10,157/DU
Mobile Home $2,337/DU + $4,067/DU= $ 6,404/DU
*Development fees are revised annually on October 1 st to reflect current building industry cost indexes.
2.7 Public Facilities DIF
❑Your proposed project is subject to the Public Facilities DIF to cover the costs of expanding the City's facilities:
Component Single-Family Multi-Family Commercial Industrial
Civic Center $3,627/DU $3,436/DU $11,572/Acre $3,656/Acre
Police $2,029/DU $2,191/DU $9,585/Acre $2,067/Acre
Corporation Yard $ 544/DU $ 436/DU $9,266/Acre $4,364/Acre
Libraries Residential Only) $2 085/DU $2 085/DU $0 $0
Fire Suppression S stem $1 833/DU $1 319/DU $4 845/Acre $964/Acre
Administration $ 729/DU $690/DU $2 327/Acre $736/Acre
Recreation(Residential Only) $1,583/DU $1,583/DU $0 $0
Total per Residential Unit $12,430 $11,740
Total per I Acre $37,595 511,787
2.8 Pedestrian Bridge DIFs
Your proposed project lies within one of the following Pedestrian Bridge benefit areas:
Total
❑ Otay Ranch Village 1,2,5,or 6 Single-Family $1,000/DU
Multi-Family $741/DU
❑ Otay Ranch Village 11 F Single-Family $2,839/DU
Multi-Family $2,105/DU
❑ Otay Ranch Millenia Eastern Urban Center(EUC) Single-Family $615.13/DU
Multi-Family $456.10/DU
FORM 5509
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276 Fourth Avenue I Chula Vista I California I 91910 I (619) 691.5247 Valid thru 9.22
Rev 3,22
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
e v e I o p m i I It B S e r v i c e s D e p a r t m e n t
;- Facilities Financing Development Processing
HUTAkT[-\ Development Checklist for Municipal Code Requirements
FORM 5509
2.9 DIF Deferral Program
To assist in the funding for development projects in the City of Chula Vista, certain Development Fees that are due at permit
issuance may be deferred until it is time to schedule the final inspection.The applicant must notify a Development Services
representative in writing, if they would like to defer eligible fees prior to permit issuance.
Deferrable Fees Non-Deferrable Fees'
• Transportation DIFs for the following locations: • Residential Construction Tax
Eastern (ETDIF) • Traffic Signal Feet
Western (WTDIF)
Bayfront(BFDIF) • Sewer Administrative Fee
• Sewer Basin DIFs for the following basins:
Salt Creek Sewer Basin • Planning Fees
Poggi Canyon Sewer Basin
• Pedestrian Bridge DIFs for the following communities: • Fire Administration Fees
Otay Ranch Village 1, 2, 5, &6 • Environmental Fees
Otay Ranch Village 11
Otay Ranch Millenia Eastern Urban Center(EUC) • Building Fees
• Parkland Acquisition and Development Fee (PAD)
• Telegraph Canyon Drainage DIF
• Public Facilities Development Impact Fee(PFDIF)
—Administration — Library — Police
— Fire Suppression — Corporation Yard — Civic Center
• Sewerage Capacity Charge
1 This list is not exhaustive and may include other fees due at permit issuance.
2 Credit for Traffic Signal Fees must be allocated and applied prior to permit issuance. No Traffic Signal credit allocation requests
will be accommodated if received after permit issuance.
Pursuant to City of Chula Vista Ordinance No. 3163,the amount of the Development Fees due and payable by the Applicant at
final inspection shall be the amount of the fee at the time of payment, and not at the time of building permit issuance. Deferred
fees are subject to change due to fee increases and application of DIF credits.
Most development fees are adjusted annually on October 1st based on the one-year change of applicable cost indices in
accordance with the Ordinances that established the fees.
For questions, contact: For project-specific DIF estimate, contact:
Facilities Financing Tom Doyle
619-476-5377 tdoyle@chulavistaca.gov
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276 Fourth Avenue I Chula Vista I California I 91910 I (619) 691.5247 Validt Rev 9.21 9.21 2
DocuSign Envelope ID:DF889DAD-1751-481A-A2F8-EE70A1AF091E
Exhibit
LENNAFZ
May 5, 2022
Ms. Tiffany Allen
Director
City of Chula Vista
276 Fourth Avenue
Chula Vista, CA 91910
VIA Email: tallen@chulavista.gov
RE: Proposed California Municipal Finance Authority BOLD CFD
Dear Tiffany:
The purpose of the letter is to request the City of Chula Vista ("City") approve our pending
application to California Municipal Finance Authority ("CMFA")to participate in their BOLD
program and form a Community Facility District ("CFD")for the recently approved Sunbow
project. We are requesting that the CFD would be formed with similar terms as the recently
formed CFD for Village 8 West. It is anticipated that the proceeds generated through the
proposed CFD would be used primarily to finance City impact fees. For your convenience, we
have attached a recent total tax and CFD sizing analysis as Exhibit 1 and our proposed list of
CFD eligible costs as Exhibit 2. Please let us know if you have any questions or need any
additional information.
Sincerely,
}
David W. Shepherd, Lennar Homes of California, LLC
Cc:
Laura Black, City of Chula Vista
Kim Elliot, City of Chula Vista
Bill Hamlin, Ayres Advisors
Ryan Green, Lennar Homes of California, LLC
Alex Plishner, Lennar Homes of California, LLC
Lisa Sanders, Lennar Homes of California, LLC
Tyler Martin, Lennar Homes of California, LLC
John Yeager, O'Neil, LLP
Sandra Galle, O'Neil, LLP
Peter Piller, DPFG LLC