HomeMy WebLinkAbout2009/05/12 Item 4
CITY COUNCIL
AGENDA STATEMENT
~\~ CITY OF
~ CHULA VISTA
ITEM TITLE:
SUBMITTED BY:
REVIEWED BY:
5/12/09, Item~
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA
VISTA APPROVING THE DEVELOPMENT IMPACT FEE PAYMENT
PLAN PROGRAM AGREEMENT ("AGREEMENT") WITH MCMILLIN
TERRACOTT A LLC FOR TERRACOTT A PHASE 5 AND 6,
AUTHORIZING THE CITY MANAGER TO EXECUTE THE
AGREEMENT ON BEHALF OF THE CITY, AND DIRECTING THE CITY
CLERK TO RECORD A LIEN AND THE AGREEMENT WITH THE
COUNTY RECORDER OF THE COUNTY OF SAN DIEGO
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CHULA
VISTA APPROVING THE DEVELOPMENT IMPACT FEE PAYMENT
PLAN PROGRAM AGREEMENT ("AGREEMENT") WITH OTAY
RANCH VILLAGE II-PC-13, LLC FOR THE VILLAS DE A VILA MODEL
HOME UNITS AND CASITA DE AVILA MODEL HOME UNITS,
AUTHORIZING THE CITY MANAGER TO EXECUTE THE
AGREEMENT ON BEHALF OF THE CITY, AND DIRECTING THE CITY
CLERK TO RECORD A LIEN AND THE AGREEMENT WITH THE
COUNTY RECORDER OF THE CO~. OF SAN DIEGO
DIRECTOR OF PUBLIC WORKS ~
DIRECTOR OF D~V PMENT SERVICES/DEPUTY CITY MANAGE~
CITY MANAGER
ASSIST ANT CITY ANAGER
4/5THS VOTE: YES 0 NO I2S]
SUMMARY
The City of Chula Vista requires the payment of various processing, development impact, capacity,
and in-lieu fees to ensure new development mitigates its impact on public facilities. The payment of
these fees is a substantial commitment for many projects, and spreading the payment of the fees
over an extended period may assist in the development of projects. In December 2008, members of
the development community contacted the City and requested an extended payment schedule
program be considered. The Ordinance establishing a payment plan was approved by the City
Council and became effective on February 6, 2009. City Council has previously approved several
payment plan agreements pursuant to the Ordinance on March 17,2009.
ENVIRONMENT AL REVIEW
The City's Environmental Review Coordinator has reviewed the proposed actIvIty for
compliance with the California Environmental Quality Act (CEQA) and has determined that the
activity is not a "Project" as defined under Section 15378 of the State CEQA Guidelines;
therefore, pursuant to Section 15060(c)(3) of the State CEQA Guidelines the activity is not
subject to CEQA.
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5/12/09, Item---1-
Page 2 of 4
RECOMMENDATION
Council adopt the resolutions.
BOARDS/COMMISSION RECOMMENDATION
Not applicable.
DISCUSSION
As a result of the current downturn in development and the continued tightening of the credit
market, the burden created by the payment of fees at building permit issuance has increased.
Local developers and the Building Industry Association (BIA) approached the City requesting
consideration of an extended payment plan program. The City Council approved an Ordinance
establishing the Development Processing and Impact Fee Payment Plan, which became effective
on February 6, 2009. The Ordinance provides a framework for individual projects to enter into
payment plan agreements with the City, to be brought forward to Council for approval. The
program is intended as a temporary response to the current housing market slump, and as such,
will expire on December 30, 2010.
Participation in the program requires the developer enter into an agreement with the City.
Several agreements have already been entered into by Council approval on March 17, 2009 with
Resolution Nos. 2009-047 thru 2009-049.
Approval of Agreements
McllIil/ill Terracotta, LLe - This resolution would approve an agreement with McMillin Homes
for Terracotta Phase 5 and 6. In Phase 5, McMillin Homes proposes to develop 12 residential
units named the McMillin Terracotta Phase 5 project in Otay Ranch Village 7 (McMillin Lomas
Verdes). The project is located at Lots 53-58 and 91-96 ofOtay Ranch Village 7, Neighborhood
R-5, and Final Map Number 15107.
In Phase 6, McMillin Homes proposes to develop 14 residential units named the McMillin
Terracotta Phase 6 project in Otay Ranch Village 7 (McMillin Lomas Verdes). The project is
located at Lots 15-28 of Otay Ranch Village 7, Neighborhood R-S, and Final Map Number
15107.
McMillin Terracotta, LLC, owns the property for Phase 5 and 6 and agrees that they are
responsible for all of the development impact fees owed for the project. McMillin Homes also
acknowledges and agrees that these fees are due and payable to the City prior to or upon the call
for final inspection. The following table provides a summary of the balance of fees due on both
projects and included in the agreement.
Terracotta Phase 5
Terracotta Phase 6
TOTAL
$131,043.59
$152,909.11
$283,952.70
$24,642.11
$28,774.05
$53,416.16
$106,401.48
$124,135.06
$230,536.54
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5/12/09, Item~
Page 3 of 4
Otay Ranch Village II-PC-13, LLC - This resolution would approve an agreement with Otay
Ranch Village II-PC-l3, LLC for their Villas de Avila Model Units and Casita de Avila Model
Units. In their Villas de Avila Model Units, Otay Ranch Village II-PC-l3, LLC proposes to
develop four (4) residential units named Villas de Avila. The project is located at Lot 1 ofOtay
Ranch Village 2, Neighborhood R-l3 of Final Map Number 15717.
For Casita de Avila, Otay Ranch Village II-PC-l3, LLC is proposing to develop 3 residential
units named the Casita de Avila project. The project is located at Lot 1 of Otay Ranch Village 2,
Neighborhood R-l3 of Final Map Number 15717.
Otay Ranch Village II-PC-l3, LLC owns the property for Villas de Avila Model Units and the
Casita de Avila Model Units and agrees that they are responsible for all of the development
impact fees owed for the projects. Otay Ranch Village II-PC-l3, LLC also acknowledges and
agrees that these fees are due and payable to the City prior to or upon the call for final inspection.
The following table provides a summary of the balance of fees due on both projects and included
in the agreement.
Villas de Avila Models
Casita de Avila Models
TOTAL
$99,672.62
$80,088.86
$179,761.48
$12,219.26
$11,411.09
$23,630.35
$87,453.36
$68,677.77
$156,131.13
Interest on Deferred Fees
Applicants will not be required to submit an administrative fee to cover the cost of administering
the payment plan agreements. An interest rate based on the California State Local Agency
Investment Fund (LAIF) Apportionment Rate in effect on the date of the execution of each
Agreement will be charged on the balance of fees due at the call for final inspection. The current
investment rate is 2.54%.
These agreements adhere to the stipulations outlined in this report and included in the adopted
Development Processing and Impact Fee Ordinance. The payment plan requires all processing
fees be paid at permit issuance and the balance of fees paid at the call for final inspection.
Depending on market condition and construction schedules, occupancy is anticipated to occur
within the initial 12-month agreement and the sunset date of December 30,2010. Approval of
the agreement will enable the project to proceed and stimulate economic development within
Chula Vista.
DECISION MAKER CONFLICT
Staff has reviewed the property holdings of the City Council and has found no property holdings
within 500 feet ofthe boundaries of the properties, which are the subject of this action.
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5/12/09,Itern~
Page 4 of 4
CURRENT FISCAL IMP ACT
Processing of these agreements will have a positive impact on the Development Services Fund.
Currently, the fund revenues have a projected shortfall of $1. 7M due to the decrease in
development activity. The payment of $77 ,046.51 in processing fees will lower the projected
shortfall.
Applicants will reimburse the City for all costs incurred in the preparation, execution, and
recordation of the individual project agreements. Staff costs incurred in administering individual
payment plan agreements will not be recovered via a stand-alone administrative fee. It is
anticipated that these costs will not exceed staff time generally spent administering fee programs.
Payment plans will enable the collection of processing fees on projects, which might otherwise
cease and thus, stimulate the economy and improve development services revenue.
ONGOING FISCAL IMPACT
The balance to be paid at the call for final inspection may be expected to be collected for future
fiscal years.
SUMMARY
Terracotta Phase 5
Terracotta Phase 6
Villas de Avila Models
Casita de Avila Models
TOTAL
$131,043.59
$152,909.11
$99,672.62
$80,088.86
$463,714.18
$24,642.11
$28,774.05
$12,219.26
$11,411.09
$77,046.51
$106,401.48
$124,135.06
$87,453.36
$68,677. 77
$386,667.67
Approval of individual project payment plan agreements will result in extended payment of
processing and development fees. Interest earnings are estimated at $9,821.37.
A TT ACHMENTS
1. Ordinance 3120
Prepared by. lracsema Qllilantan. Assistant Director of Engineering, Public Works Department
M. IEngineerIAGENDAICAS2009\05-12-09\Payment Plan Agreements McMillin-Pacific Coast Commllnitites.doc
4-4
ORDINANCE NO. 3120
ORDINANCE OF THE CITY OF CHULA VISTA
ESTABLISHING THE DEVELOPMENT AND PROCESSING
INWACTFEE PAYMENT PLAN PROGRAM
WHEREAS, the City. of Chula Vista (City) requires the payment of various types of
development impact fees to help address the impacts of new development; and
WHEREAS, on August 7, 1990, pursuant to Ordinance No. 2384, the City Council
established the Telegraph Canyon Drainage Fee; and
WHEREAS, Ordinance No. 2384 requires that the Telegraph Canyon Drainage Fee be
paid before the approval by the City of the development project, or if not paid at the time of
approval of the final map or parcel map, the fee must be paid before the issuance of the first
building permit for the development; and
WHEREAS, on December 9, 1997, pursuant to Ordinance No. 2716, the City Council
establish the Poggi Canyon Sewer Basin Development Impact Fee; and
WHEREAS, Ordinance No. 2716 requires that the Poggi Canyon Sewer Basin
Development Impact Fee be paid in cash upon the issuance of a building permit; and
WHEREAS, on January 5, 1999, pursuant to Ordinance No. 2767, the City Council
established the Otay Ranch Village 1 and 5 Pedestrian Bridge Development Impact Fee; and
WHEREAS, Ordinance No. 2767 requires that the Otay Ranch Village 1 and 5 Pedestrian
Bridge Development Impact Fee be paid prior to the issuance of building permits for residential
development projects; and
WHEREAS, on February 18, 2003, pursuant to Ordinance No. 2898, the City Council
established the Pedestrian Bridge Development Impact Fee Program for Otay Ranch Village 11;
and
WHEREAS, Ordinance No. 2898 requires that the Pedestrian Bridge Development
Impact Fee for Otay Ranch Village 11 be paid in cash upon the issuance of a residential building
permit; and '
WHEREAS, Chapter 3.32 of the Chula Vista Municipal Code establishes the Residential
Construction Tax; and
WHEREAS, the Residential Construction Tax requires that the tax be paid upon the
application for a building permit; and
4-5
Ordinance No. 3120
Page 2
WHEREAS, Chapter 3.50 of the Chula Vista Municipal Code establishes the
Development Impact Fees to Pay for Various Public Facilities (PFDIF); and
WHEREAS, the PFDIF requires that the fee be paid upon the issuance of a building
permit; and
WHEREAS, Chapter 3.54 of the Chula Vista Municipal Code establishes the
Transportation Development Impact Fee for the Eastern Territories of the City (TDIF) and
Chapter 3.55 of the Municipal Code establishes the Western Transportation Development Impact
Fee (WTDIF); and
WHEREAS, both the TDIF and the WTDIF require that the fee be paid upon the issuance
of a building permit; and
WHEREAS, Section 13.14.090 of the Chula Vista Municipal Code establishes the
Sewage Capacity Charge; and
WHEREAS, the City recognizes that the payment of fees represents a substantial
financial commitment for many projects; and
WHEREAS, the City recognizes that establishing a payment plan for certain fees may
assist in the development of projects; and
WHEREAS, this Ordinance establishes a payment plan for certain development
processing and impact fees for a specified period of time.
NOW THEREFORE, the City Council of the City ofChula Vista does ordain as follows:
Section 1. Environmental Review
The City's Environmental Review Coordinator has reviewed the proposed activity for
compliance with the California Environmental Quality Act (CEQA) and has determined that the
activity is not a "Project" as defined under Section 15378 of the State CEQA Guidelines;
therefore, pursuant to Section l5060(c)(3) of the State CEQA Guidelines the activity is not
subject to CEQA.
Section 2. Purpose
The City Council of the City of Chula Vista desires to encourage the construction of
residential and nonresidential development projects within the City. The City Council finds that
the early payment of certain impact fees for new development creates such a barrier to such
development and desires, by the adoption of this Chapter, to ease such barrier by establishing a
payment plan for certain development impact fees.
4-fi
Ordinance No. 3120
Page 3
Section 3. Definitions
"Applicant" means the owner of the real property or the developer with an approved
development project who seeks a development impact fee payment plan pursuant to this
Ordinance.
"Approved Residential Development Project" means a market rate residential development
consisting of single-family or multifamily residential units sold or rented at prevailing market
rates and free of any affordability restrictions which has received final discretionary action by the
City and which is in compliance with all environmental requirements due prior to issuance of a
building permit.
"Approved Development Project" means a nonresidential development which has received
final discretionary action by the City and which is in compliance with aJl environmentaJ
requirements due prior to issuance of a building permit.
Section 4. Development Impact Fees Subject to the Payment Plan Program
Notwithstanding the provisions of Chapters 3.32, 3.54 and 3.55 of the Chula Vista Municipal
Code and the Ordinances listed below, the provisions of this Ordinance shall apply only to the
following development impact fees:
(a) the Sewer Capacity Fee codified in Section 13.14.090 of the Chula Vista Municipal
Code;
(b) the Residential Construction Tax codified in Chapter 3.32 of the Chula Vista Municipal
Code;
(c) the Development Impact Fees to Pay for Various Public Facilities codified in Chapter
3.50 of the Chula Vista Municipal Code;
(d) the Eastern Area Transportation Development Impact Fee codified in Chapter 3.54 of
the Chula Vista Municipal Code;
(e) the Western Transportation Development Impact Fee codified in Chapter 3.55 of the
Chula Vista Municipal Code;
(f) the Telegraph Canyon Drainage Fee established on August 7, 1990 pursuant to
Ordinance No. 2384;
(g) the Poggi Canyon Sewer Basin Development Impact Fee established on December 9,
1997, pursuant to Ordinance No. 2716;
(h) the Otay Ranch Village 1 and 5 Pedestrian Bridge Development Impact Fee established
on January 5, 1999, pursuant to Ordinance No. 2767; and
4-7
Ordinance No. 3120
Page 4
(i) and the Pedestrian Bridge Development lmpact Fee Program for Otay Ranch Village 11
established on February 18,2003, pursuant to Ordinance No. 2898.
Section 5. Establishment of the Development lmpact Fee Payment Plan Program
(a) The Development Impact Fee Payment Plan Program is established for those
development impact fees listed in Section 4.
(b) The Development lmpact Fee Payment Plan Program shall apply only to Approved
Residential Development Projects and Approved Development Projects as defined in
this Ordinance.
(c) An Applicant may file an application with the City to request a payment plan for any or
all of those development impact fees listed in Section 4.
(d) The Applicant shall deposit with the City an amount to be determined by the City
Manager for an Approved Residential Development Project or an Approved
Development Project at the time the building permits are issued. No building permit
shall be issued for an Approved Residential Development Project or an Approved
Development Project subject to this Ordinance unless the Applicant has paid this
deposit.
(e) The Applicant, and the owner of the property, if different, shall be required to enter into
an agreement with the City, in a form approved by the City Attorney, agreeing to the
payment plan.
(f) The maximum period for any payment plan pursuant to this Chapter is twelve (12)
months from the date of issuance of building permits. This period may be extended once
for twelve (12) months at the discretion of the City Manager. Any additional extensions
shall be at the discretion of the City Council.
(g) All fees subject to the Development Impact Fee Payment Plan Program shall be paid in
full the earlier of: (1) the City's approval and signature on the final inspection card by
the Director of Planning and Building, or designee, for an Approved Residential
Development Project; or (2) the issuance of the certificate of occupancy for an Approved
Development Project; or (3) the end of the maximum period described in subsection (f)
of this Section 5.
Section 6. Agreement Shall Constitute a Lien
The Applicant and the owner of the' property, if different, shall execute a Development
Impact Fee Payment Plan Program Agreement with the City. The Agreement shall be recorded
by the City and shall constitute a lien against the property for the payment of the fees. The City
Manager shall execute the Agreement on behalf of the City.
4 - 8----- --
Ordinance No. 3120
Page 5
Once the obligation is paid in full, the City shall record a Release of the Lien.
Section 7. Determination of the Amount of Development Impact Fees
The amount of development impact fees owed by the Applicant shall be determined by the
City pursuant to the provisions outlined in the Municipal Code or in the ordinances establishing
the fees. These amounts shall be fixed as of the date of the execution of the Development Impact
Fee Payment Plan Agreement by the City. The amounts of these fees shall not change as long as
the Applicant is in full compliance with all provisions and requirements of this Ordinance and
the Development Impact Fee Payment Plan Program Agreement. If, however, the Applicant fails
to comply with all the provisions and requirements of this Ordinance or the Agreement, the City
may adjust the development impact fees to reflect the current rates for the fees.
Section 8. Not Transferable
The City's approval of a Development Impact Fee Payment Plan is not transferable to any
other project, even if the Applicant is the same and the other project would qualify for the
Development Impact Fee Payment Plan Program.
Section 9. Recordation Costs
The Applicant.cshall pay all costs of recordation of documents required pursuant to this
Ordinance and the Development Impact Fee Payment Plan Program Agreement at the execution
of the Development Impact Fee Payment Plan Program Agreement by the City.
Section 10. Expiration of this Ordinance
This Ordinance shall take effect thirty days after final passage and shall expire on
December 31,2010, and as of that date, is repealed.
Presented by
Approved as to form by
~~.
Richard A. Hop s
Engineering Director
4-9
Ordinance No.3] 20
Page 6
PASSED, APPROVED, and ADOPTED by the City Council of the City of Chula Vista,
California, this 6th day of January 2009, by the following vote:
AYES:
Councilmembers:
Bensoussan Castaneda, McCann, Ramirez, and Cox
NAYS:
Councilmembers:
None
ABSENT:
Councilmembers:
None
Ch~I~f:t
ATIEST:
A/~ r<,~}u'A
Donna R Noms, CMC, City Clerk
STATE OF CALIFORNIA )
COUNTY OF SAN DIEGO )
CITY OF CHULA VISTA )
I, Donna R. Norris, City Clerk of Chula Vista, California, do hereby certify that the foregoing
Ordinance No. 3120 had its fIrst reading at a regular meeting held on the 16th day of December
2008 and its second reading and adoption at a regular meeting of said City Council held on the
6th day of January 2009; and was duly published in summary form in accordance with the
requirements of state law and the City Charter.
Executed this 6th day of January 2009.
~ t~~
Donna R. Norris, eMC, City Clerk
4-10
RESOLUTION NO. 2009
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING THE DEVELOPMENT
IMP ACT FEE PAYMENT PLAN PROGRAM AGREEMENT
("AGREEMENT") WITH MCMILLIN TERRACOTTA, LLC
FOR TERRACOTTA PHASES 5 AND 6, AUTHORIZING
THE CITY MANAGER TO EXECUTE THE AGREEMENT
ON BEHALF OF THE CITY, AND DIRECTING THE CITY
CLERK TO RECORD A LIEN AND THE AGREEMENT
WITH THE COUNTY RECORDER OF THE COUNTY OF
SAN DIEGO
WHEREAS, the City requires the payment of various processing, development impact,
capacity, and in-lieu fees to ensure new development mitigates its impact on public facilities; and
WHEREAS, the payment of these fees is a substantial commitment for many projects,
and spreading the payment of the fees over an extended period may assist in the development of
projects; and
WHEREAS, in December 2008, members of the development community contacted the
City and requested an extended payment schedule program be considered; and
WHEREAS, the City Council approved Ordinance No. 3120 establishing the
Development Processing and Impact Fee Payment Plan, which became effective on February 6,
2009; and
WHEREAS, in Phase 5, McMillin Homes proposes to develop 12 residential units named
the McMillin Terracotta Phase 5 project in Otay Ranch Village 7 (McMillin Lomas Verdes); and
WHEREAS, in Phase 6, McMillin Homes proposes to develop 14 residential units named
the McMillin Terracotta Phase 6 project in Otay Ranch Village 7 (McMillin Lomas Verdes); and
WHEREAS, McMillin Terracotta, LLC, owns the property for Phase 5 and 6
("Property") and agrees that they are responsible for all of the development impact fees owed for
the project; and
WHEREAS, McMillin Homes also acknowledges and agrees that these fees are due and
payable to the City prior to or upon the call for final inspection; and
WHEREAS, by executing this Agreement and placing a lien on the Property, the City is
securing the payment of the deferred fees.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chula
Vista does hereby:
1. Approves the Development Impact Fee Payment Plan Program Agreement with
McMillin Teracotta, LLC for Terracotta phases 5 and 6.
2. Authorizes the City Manager to execute the Agreement on behalf of the City.
4-11
3. Directs the City Clerk to record a lien and the Agreement with the County of San
Diego Recorder.
Presented by
Richard A. Hopkins
Director of Public Works
4-12
RESOLUTION NO. 2009
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
CHULA VISTA APPROVING THE DEVELOPMENT IMPACT
FEE PAYMENT PLAN PROGRAM AGREEMENT
("AGREEMENT") WITH OTAY RANCH VILLAGE II-PC-13,
LLC FOR THE VILLAS DE A VILA MODEL HOME UNITS
AND CASITA DE A VILA MODEL HOME UNITS,
AUTHORIZING THE CITY MANAGER TO EXECUTE THE
AGREEMENT ON BEHALF OF THE CITY, AND DIRECTING
THE CITY CLERK TO RECORD A LIEN AND THE
AGREEMENT WITH THE COUNTY RECORDER, COUNTY OF
SAN DIEGO
WHEREAS, the City requires the payment of various processing, development impact,
capacity, and in-lieu fees to ensure new development mitigates its impact on public facilities; and
WHEREAS, the payment of these fees is a substantial commitment for many projects,
and spreading the payment of the fees over an extended period may assist in the development of
projects; and
WHEREAS, in December 2008, members of the development community contacted the
City and requested an extended payment schedule program be considered; and
WHEREAS, the City Council approved Ordinance No. 3120 establishing the
Development Processing and Impact Fee Payment Plan, which became effective on February 6,
2009; and
WHEREAS, the Villas de Avila Models, Otay Ranch Village II-PC-13, LLC proposes to
develop 4 residential units named the Villas de Avila project in Otay Ranch Village 2,
Neighborhood R-13; and
WHEREAS, the Casita de Avila Models, Otay Ranch Village II-PC-13, LLC proposes to
develop 3 residential units named the Casita de Avila project in Otay Ranch Village 2,
Neighborhood R-13; and
WHEREAS, Otay Ranch Village II-PC-13, LLC owns the property for the Villas de
Avila and Casita de Avila Model Home Units ("Properties") and agrees that they are responsible
for all ofthe development impact fees owed for the project; and
WHEREAS, Otay Ranch Village II-PC-13, LLC also acknowledges and agrees that these
fees are due and payable to the City prior to or upon the call for final inspection; and
WHEREAS, by executing this Agreements and placing a lien on the Properties, the City
is securing the payment of the deferred fees.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chula
Vista does hereby:
4-13
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Chula
Vista does hereby:
1. Approves the Development Impact Fee Payment Plan Program Agreements with Otay
Ranch Village II-PC-13, LLC for the Villas de Avila Model and Casita de Avila Model Home
Units.
2. Authorizes the City Manager to execute the Agreements on behalf of the City.
3. Directs the City Clerk to record a lien and the Agreements with the County of San
Diego Recorder.
Richard A. Hopkins
Director of Public Works
Presented by
4-14
THE A TT ACHED AGREEMENT HAS BEEN REVIEWED
AND APPROVED AS TO FORM BY THE CITY
ATTORNEY'S OFFICE AND WILL BE
FORMALL Y SIGNED UPON APPROVAL BY
T CITY COUN IL..
Dated :; ho /Cf3
. I I
Lien and Development Impact Fee Payment Plan Program Agreement
Between McMillin Terracotta, LLC, and the City of Chula Vista
For Terracotta Phase 5
4-15
THE ATTACHED AGREBviENT HAS BEEN REVIEWED
AND APPROVED AS TO FORM BY THE CITY
ATTORNEY'S OFFICE AND WILL BE
FORMALLY SIGNED UPON APPROVAL BY
T CITY COUN 1L . /
Dated if ho /01
I /
Lien and Development Impact Fee Payment Plan Program Agreement
Between McMillin Terracotta, LLC, and the City of Chula Vista
For Terracotta Phase 5
4-16
RECORDING REQUESTED BY, AND WHEN
RECORDED MAIL TO
CITY OF CHULA VISTA
Attn:
No transfer tax is due as this is a conveyance to a
public agency of less than a fee interest for which
no cash consideration has been paid or received
For Recorder's Use Only
LIEN AND DEVELOPMENT IMP ACT FEE PAYMENT
PLAN PROGRAM AGREEMENT
THIS LIEN AND DEVELOPMENT IMP ACT FEE PAYMENT PLAN PROGRAM AGREEMENT ("Agreement"), dated
20-, for reference only and executed on the date on which the last party signs,
by and between McMillin Terracotta LLC ("Owner"), and the CITY OF CHULA VISTA, a California municipal corporation and
chatter city ("City") with reference to the following facts:
A Owner is the owner of that certain real property in the City OfChula Vista, County of San Diego, State of Calif ami a, more
particularly described on Exhibit "A" attached ("Property").
B. On August 23 20QL the Cilv Council of the City approved Resolution # 2005-280 Lots 53-58 and 91-96 of Olav
Ranch Villaee 7 Neil!hborhood R-5 afFinal Man Number 15107 also known as Terracotta Phase 5 (the "Project").
C. Owner has applied for a building permit(s) for the Project.
D Upon the issuance of building pennits, certain fees are due and payable pursuant to City's Municipal Code, non-codified
ordinances related to land development, and California Government Code Sections 66000 et. seq ["'Fees"]. The Fees applicable
to the building permits are more particularly described on Exhibit "B". attached. Other fees or charges related to the Project, but
not included in Exhibit "B", shall still be due and payable to the City in accordance with the City Municipal Code. Omission of
such additional fees and charges from Exhibit "B" shall not be a waiver of the obligation of Owner to pay such additional fees
and charges.
E. Pursuant to City Ordinance No. 3120 ("Ord. No. 3120"), the City has the authority to defer Fees for 12 months from the permit
issuance with an option to extend for an additional 12 months, at the sole discretion oithe City Manager or hislher designee. or
until the call for final inspection for residential development or issuance of certificate of occupancy for non-residential
development, whichever is earlier.
F. The City has found that the Fees are not immediately needed for public improvements required to serve the Project; deferral of
collection of Fees would encourage development vital to the City; payment of Fees is adequately secured through this
Agreement and the City's right to withhold final inspection or certificate of occupancy until Fees are paid; and the deferral of
Fees far the Proje~t would notjeapardize the public health, safety, and welfare.
G. Ord. No. 3120 requires Owner to execute a contract with the City, prior to the issuance of building permits, in order to defer the
payment of the Fees.
H. City and Owner desire to enter into this Agreement deferring payment oithe Fees for 12 months from the permit issuance with
an option to extend for an additional 12 months, at the sole discretion of the City Manager or his/her designee, or until the call
for final inspection for residential development or issuance of certificate of occupancy for non-residential development,
whichever is earlier, pursuant to all the terms and conditions of this Agreement.
NOW, THEREFORE, THE PARTIES AGREE AS FOLLOWS:
1. O\VIler agrees and acknowledges that it is obligated to pay all Fees in type and amount identified in Exhibit "B" and such Fees
are due and payable upon issuance of building permits and by executing this Agreement W AlVES AND RELEASES the City
from any and all claims arising out of or related to this Agreement, including the amount and type of Fees identified in Exhibit
"B" Owner's waiver and release of the City shall exclude any and all claims arising out of or related to the City's breach of this
Agreement
2. City agrees to defer the payment of the Fees for 12 months from the permit issuance with an option to extend for an additional
12 months, at the sole discretion of the City Manager or his/her designee, or until the caU for final inspection for residential
development or issuance of certificate of occupancy for non-residential development, whichever is earlier ("Deferral Period").
3. Interest shall accrue at the California State Local Agency Investment Fund (LAIF) Apportionment Rate in effect on the date of
the execution afthis Agreement through the end of the Deferral Period until paid ("Accrued Interest").
4. Owner on behalf of itself and its sUCcessors in interest, whether by inheritance, gift, bequest, devise, sale, conveyance,
assignment, or other method of transferring title or acquiring interest in or to any part of the Project or Property ("Successors"),
4-17
agrees to pay the Fees and Accrued Interest with a certified check prior to or concurrent with the date on which the Deferral
Period ends.
5. Owner agrees that if it fails to pay the Fees and Accrued Interest in full prior the end of the Deferral Period, City shall withhold
the final inspection or issuance of certificate of occupancy, as applicable, until payment of Fees and Accrued Interest is made in
fulL
6. All other rights of the parties shall remain unchanged, as if the Fees were paid at the time of permit issuance. Without limiting
the foregoing, the Fees payable shall be those in effect at th~ time of execution of the Agreement as set forth on Exhibit "B".
7. This Agreement shall be recorded by the City in the Official Records of the County of San Diego, Office of the County Recorder
and shall constitute a lien for the Fees and Accrued Interest binding upon and running with the Property. lfthe Owner sells or
transfers the Property or any portion of the Property in any manner, Property shall not be released from any of the obligations,
covenants, or conditions under this Agreement relating to the Property or portion of the Property or Project being acquired.
8. The burden of this Agreement shall be released from the title to the Property upon the payment of Fees and Accrued Interest.
Within ten (10) business days following the payment of the Fees and Accrued Interest, the City shall execute a "Release of Lien"
(Exhibit "C"), which shall he in standard form, approved by the City Attorney, releasing the burden of this Agreement from the
title to the Property. Failure of the City to execute the Release of Lien within ten (10) business days of payment of the Fees and
Accrued Interest shall not be deemed a breach of this Agreement, provided City makes its best efforts to execute the Release of
Lien within a reasonable time thereafter.
9. The Owner agrees and is obligated to pay all costs associated with the recording of the Agreement and Release of Lien.
10. Each signatory to this Agreement represents, warrants, and certifies that he/she has the authority to enter into this Agreement on
behalf of the Owner, the agencies/companies/trusts, respective officers, directors, and/or trustees they represent (collectively
"Applicants") and that this Agreement shalI be binding upon and constitute an obligation of the Applicants.
IN WITNESS WHEREOF, this Agreement is executed by the CITY OF CHULA VISTA acting by and through it's Mayor or
designated and authorized representative thereto, and by the Owner/Applicant.
"Ownerl Applicant
Date:
By
D ~ (t0cJ'^-r0"
5'. V" P.
Its
Date:
THE CITY OF CHULA VISTA,
A California municipal corporation
By
Is
Approved as to form and legality this
_ day of
.20
Bart Miesfeld, City Attorney
By:
Deputy City Attorney
4-18
City of Chula Vista
STATE OF CALIFORNIA
) ss.
COUNTY OF SAN DIEGO
0" 4!d-l! Cf1 o.fure m, =L;"~~__"~"~.
personally appeared _~"\l t q_ en
1JvJo Ltc..
~ personally known tome -or- .
D proved to me on the basis of satisfactory evidence
to be the person(s) whose name(s) is/..,e-subscribed to the within instrument and acknowledged to me that he/~ executed
the same in his/~ authorized capaclty(~ and that by hls/b&fltheilo signature(s) on the Instrument, the person~ or the
entity upon behalf of which the person(s1-acted, executed the Instrument.
WITNESS my hand and official seal
~~ "u,,,,~u:1
JAMIE L. ESTRADA
'. Commt&lllon# 1 753163 .
i Notory Public . ColIfornla I
z Ian DIogO County .
~. _..._~~~~~~J
~lJ~~
Capacity claimed by signer:
(This section is OPTIONAL)
D Individual
D Corporate Officer(s):
D Partner(s): D
D Subscribing Witness
D Attorney-in-fact
D Trustee(s)
D Guardian/ConseNator
D Other:
Signer Is representing:
General
D Urn ited
(name of person{s) or entity(les))
Attention Notary: Although the information requested below is OPTIONAL, it could prevent fraudulent attachment of this certificate to
an unauthorized document:
THIS CERTIFICATE MUST
BE ATTACHED TO THE
DOCUMENT DESCRIBED
AT RIGHT
Title or Type of Document:
Number of Pages:
Date of Document:
Signer(s) Other than Named above
4-19
City of Chula Vista
Exhibit "A"
Property Description (Legal Description)
Lots 53-58 and 91-96 inclusive of Chula Vista Tract NO. 05-07 McMillin
Otay Ranch Village 7, R-5, in the City of Chula Vista, County of San Diego,
State of California according to the Map thereof NO. 15107, filed in the
Office of the County Recorder of San Diego County.
4-20
EXHIBIT B
Payment Schedule
Terracotta Phase 5 (BR07-0546 thru BR07-05S7)
Account
1600
1700
3000
3100
4000
4100
4200
4300
4400
4500
4600
5010
5140
6000
2.54%
Balance of
Balance Due @
Description
Sewer Administrative Fee
Sewer Capacity Fee (18.4)
Traffic Signal Fee (18.2)
Res Construction Tax (18.3)
DIF Transportation
DIF Public Fac Admin
DIF Civic Ctr
DIF Police
DIF Corp Yard
DIF Library
DIF Fire
DIF Recreation
NPDES Fee
Otay Ranch Res
Deferred Fees Interest" Final Inspection
$ 540.00 $ 13.72 $ 553.72
$ 41,736.00 $ 1,060.09 $ 42,796.09
$ 372.00 $ 9.45 $ 381.45
$ 6,150.00 $ 156.21 $ 6,306.21
$ 15,062.40 $ 382.58 $ 15,444.98
$ 6,756.00 $ 171.60 $ 6,927.60
$ 2,328.00 $ 59.13 $ 2,387.13
$ 816.00 $ 20.73 $ 836.73
$ 216.00 $ 5.49 $ 221.49
$ 2,844.00 $ 72.24 $ 2,916.24
$ 14,916.00 $ 378.87 $ 15,294.87
$ 12,864.00 $ 326.75 $ 13,190.75
$ 1,488.00 $ 37.80 $ 1,525.80
$ 313.08 $ 7.95 $ 321.03
$
106,401.48 $
2,702.60 $
109,104.08
Interest Rate at 2.54% CA State Local Agency Investment Fund (LAIF) Quarter Ending
12/31/08 Apportionment Rate
4-21
City of Chula Vista
Exhibit "e"
Recorded at th'e request of:
When recorded, mail to:
TERMINATION OF DEVELOPMENT IMPACT FEE PLAN PROGRAM AGREEMENT
NOTICE IS HEREBY GIVEN that the Development Impact Fees due under Condition
of the Agreement between
, for the payment of Development Impact Fees as recorded in the Office of
, Document No, , have been fully satisfied as pertaining to:
and the City of Chula Vista, Document No,
the County Recorder of San Diego County on
COUNTY ASSESSOR'S PARCEL NO,
UNIT(s) LOT(s)
Dated:
OR MAP
City of Chula Vista
By:
State of California
County of San Diego
On
, personally appeared
, personally known to me (or 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) acted, executed the instrument
, before me,
WITNESS my hand and official seal
Notary Public in and for said County and State
(Seal)
4-22
THE A TT ACHED AGREEMENT HAS BEEN REVIEWED
AND APPROVED AS TO FORM BY THE CITY
ATTORNEY'S OFFICE AND WILL BE
FORMALLY SIGNED UPON APPROVAL BY
THE CI Y CO 9~~
art . Miesfeld
City Attorney
Dated; y /';)0 /09
I I
Lien and Development Impact Fee Payment Plan Program Agreement
Between McMillin Terracotta, LLC, and the City of Chula Vista
For Terracotta Phase 6
4-23
RECORDING REQUESTED BY, AND WHEN
RECORDED MAIL TO:
CITY OF CHULA VISTA
Attn:
No transfer tax is due as this is a conveyance to a
pUblic agency of less than a fee interest for which
no cash consideration has been paid or received
For Recorder's Use Only
LIEN AND DEVELOPMENT IMPACT FEE PAYMENT
PLAN PROGRAM AGREEMENT
THIS LIEN AND DEVELOPMENT IMPACT FEE PAYMENT PLAN PROGRAM AGREEMENT ("Agreement"), dated
. 20 ---.J for reference only and executed on the date on which the last party signs,
by and between McMillin Terracotta LLC ("Owner"), and the CITY OF CHULA VISTA, a California municipal corporation and
charter city ("City") with reference to the following facts:
A. Owner is the owner of that certain real property in the City Of Chula Vista, County of San Diego, State of California, more
particularly described on Exhibit "A" attached ("Property").
B. On Au.us< 23 20QL the City Council of the City approved Resolution # 2005-280 Lots 15-28 ofOtav Ranch
Village 7 Neip'hborhood R-5 afFinal Man Number 15107 also known as Terracotta Phase 6 (the "Project").
C. Owner has applied for a building permit(s) for the Project.
D Upon the issuance of building permits, certain fees are due and payable pursuant to City's Municipal Code, non-codified
ordinances related to land development, and California Government Code Sections 66000 et. seq ["Fees"]. The Fees applicable
to the building penn its are more particularly described on Exhibit "B", attached: Other fees or charges related to the Project, but
not induded in Exhibit "B", shall still be due and payable to the City in accordance with the City Municipal Code. Omission of
such additional fees and charges from Exhibit "B" shall not be a waiver of the obligation of Owner to pay such additional fees
and charges.
E. Pursuant to City Ordinance No. 3120 ("Ord. No. 3120"), the City has the authority to defer Fees for 12 months from the permit
issuance with an option to extend for an additional 12 months, at the sole discretion of the City Manager or his/her designee, or
until the call for final inspection for residential development or issuance of certificate of occupancy for non-residential
development, whichever is earlier.
F. The City has found that the Fees are not immediately needed for public improvements required to serve the Project; deferral of
collection of Fees would encourage development vital to the City; payment of Fees is adequately secured through this
Agreement and the City's right to withhold final inspection or certificate of occupancy until Fees are paid; and the deferral of
Fees for the Project would not jeopardize the public health, safety, and welfare.
G. Ord. No. 3120 requires Owner to execute a contract with the City, prior to the issuance of building permits, in order to defer the
payment of the Fees.
H. City and Owner desire to enter into this Agreement deferring payment of the Fees for 12 months from the permit issuance with
an option to extend for an additional 12 months, at the sole discretion of the City Manager or his/her designee, or until the call
for final inspection for residential development or issuance of certificate of occupancy for non-residential development,
whichever is earlier, pursuant to all the terms and conditions of this Agreement.
NOW, THEREFORE, THE PARTIES AGREE AS FOLLOWS:
1. Owner agrees and acknowledges that it is obligated to pay all Fees in type and amount identified in Exhibit "B" and such Fees
are due and payable upon issuance of building permits and by executing this Agreement WAIVES AND RELEASES the City
from any and all claims arising out of or related to this Agreement, including the amount and type of Fees identified in Exhibit
"B". Owner's waiver and release of the City shall exclude any and all claims arising out of or related to the City's breach of this
Agreement
2. City agrees to defer the payment of the Fees for 12 months from the permit issuance with an option to extend for an additional
12 months, at the sole discretion of the City Manager or his/her designee, or until the call for final inspection for residential
development or issuance of certificate of occupancy for non-residential development, whichever is earlier ("Deferral Period").
3. Interest shall accrue at the California State Local Agency Investment Fund (LAIF) Apportionment Rate in effect on the date of
the execution of this Agreement through the end of the Deferral Period until paid ("Accrued Interest").
4. Owner on behalf of itself and its successors in interest, whether by inheritance, gift, bequest, devise, sale, conveyance,
assignment, or other method of transferring title or acquiring interest in or to any part of the Project or Property ("Successors"),
4-24
agrees to pay the Fees and Accrued Interest with a certified check prior to or concurrent with the date on which the Deferral
Period ends.
5. Owner agrees that if it fails to pay the Fees and Accrued Interest in full prior the end of the Deferral Period, City shall withhold
the final inspection or issuance of certificate of occupancy, as applicable, until payment of Fees and Accrued Interest is made in
full.
6. All other rights of the parties shaH remain unchanged, as if the Fees were paid at the time of penn it issuance. Without limiting
the foregoing, the Fees payable shall be those in effect at the time of execution of the Agreement as set forth on Exhibit "B".
7. This Agreement shall be recorded by the City in the Official Records of the County of San Diego, Office of the County Recorder
and shall constitute a lien for the Fees and Accrued Interest binding upon and running with the Property. If the O'W'I1er sells or
transfers the Property or any portion of the Property in any manner, Property shall not be released from any of the obligations,
covenants, or conditions under this Agreement relating to the Property or portion of the Property or Project being acquired.
8. The burden of this Agreement shall be released from the title to the Property upon the payment of Fees and Accrued Interest.
Within ten (10) business days following the payment of the Fees and Accrued Interest, the City shall execute a "Release cfLien"
(Exhibit "C"), which shalI be in standard fonn, approved by the City Attorney, releasing the burden of this Agreement from the
title to the Property. Failure of the City to execute the Release of Lien within ten (10) business days of payment of the Fees and
Accrued Interest shall not be deemed a breach of this Agreement, provided City makes its best efforts to execute the Release of
Lien within a reasonable time thereafter.
9 The Owner agrees and is obligated to pay all costs associated with the recording of the Agreement and Release ofUen.
10. Each signatoI)' to this Agreement represents, warrants, and certifies that he/she has the authority to enter into this Agreement on
behalf of the Owner, the agencies/companiesltrusts, respective officers, directors, and/or trustees they represent (collectively
"Applicants") and that this Agreement shall be binding upon and constitute an obligation of the Applicants.
IN WITNESS WHEREOF, this Agreement is executed by the CITY OF CHULA VISTA acting by and through it's Mayor or
designated and authorized representative thereto, and by the Owner/Applicant.
"Ownerl Applicant
Date:
By
b~lJQ"~
'S.U P
-
Its
Date:
THE CITY OF CHULA VISTA,
A California municipal corporation
By
Is
Approved as to fonn and legality this
_ day of
.20
Bart Miesfeld, City Attorney
By:
Deputy City Attorney
4-25
City of Chula Vista
STATE OF CALIFORNIA
) ss.
COUNTY OF SAN DIEGO
On
y /-;;-/ J DC,
I I
Th\lLd
, before me, J Cl.ffi LE:. L,
(name, title of officer, e.g., Jane Doe, No
~r-Y:en
"Vc.Jal L C-
personally appeared
9\ personally known to me -or-
o proved to me on the basis of satisfactory evidence
to be the perso~hose nameksfis~subscribed to the within instrument and acknowledged to me that he/~ executed
the same in his/.I:lef/tl'reinluthorized capacit~nd that by hislher:t~,G;, 'S'ignature(s) on the instrument, the person(s1;-or the
entity upon behalf of which the personj81"acted, executed the instrument.
WITNESS my hand and official seal
JAMIE L. ESTRADA
Comml$lllon # 1753163
Notorv Public . Callfornta I
Son Diego County ~
MvComm. Elcp!!GS.kJn25. 20U
~....-.......-""'_...-~
~3~
Capacity claimed by signer:
(This section is OPTIONAL)
0 Individual
0 Corporate Officer(s):
0 Partner(s): 0
0 Subscribing Witness
0 Attorney-in-fact
0 Trustee(s)
0 Guardian/Conservator
0 Other:
Signer is representing:
General
o Limited
(nama of persan{s) or entity(ies))
Attention Notary: Although the information requested below is OPTIONAL, it could prevent fraudulent attachment of this certificate to
an unauthorized document:
THIS CERTIFICATE MUST
BE ATTACHED TO THE
DOCUMENT DESCRIBED
AT RIGHT
Title or Type of Document:
Number of Pages:
Date of Document:
Signer(s) Other than Named above
4-26
City of Chula Vista
Exhibit "A"
Property Description (Legal Description)
Lots 15-28 inclusive of Chula Vista Tract NO. 05-07 McMillin Otay Ranch
Village 7, R-5, in the City of Chula Vista, County of San Diego, State of
California according to the Map thereof NO. 15107, filed in the Office of the
County Recorder of San Diego County.
4-27
EXHIBIT B
Payment Schedule
Terracotta Phase 6 (BR07-0558 thru BR07-0571)
Account
1600
1700
3000
3100
4000
4100
4200
4300
4400
4500
4600
5010
5140
6000
Description
Sewer Administrative Fee
Sewer Capacity Fee (18.4)
Traffic Signal Fee (18.2)
Res Construction Tax (18.3)
DIF Transportation
DIF Public Fac Admin
DIF Civic Ctr
DIF Police
DIF Corp Yard
DIF Library
DIF Fire
DIF Recreation
NPDES Fee
Otay Ranch Res
$ 630.00 $ 16.00 $ 646.00
$ 48,692.00 $ 1,236.78 $ 49,928.78
$ 434.00 $ 11.02 $ 445.02
$ 7,175.00 $ 182.25 $ 7,357.25
$ 17,572.80 $ 446.35 $ 18,019.15
$ 7,882.00 $ 200.20 $ 8,082.20
$ 2,716.00 $ 68.99 $ 2,784.99
$ 952.00 $ 24.18 $ 976.18
$ 252.00 $ 6.40 $ 258.40
$ 3,318.00 $ 84.28 $ 3,402.28
$ 17,402.00 $ 442.01 $ 17,844.01
$ 15,008.00 $ 381.20 $ 15,389.20
$ 1,736.00 $ 44.09 $ 1,780.09
$ 365.26 $ 9.28 $ 374.54
Balance of
Deferred Fees
$
124,135.06 $
2.54%
Interest"
Balance Due @
Final Inspection
3,153.03 $
127,288.09
Interest Rate at 2.54% CA State Local Agency Investment Fund (LAlF) Quarter Ending
12/31/08 Apportionment Rate
4-28
City of Chula Vista
Exhibit "e"
Recorded at the request of:
When recorded, mail to:
TERMINATION OF DEVELOPMENT IMPACT FEE PLAN PROGRAM AGREEMENT
NOTICE IS HEREBY GIVEN that the Development Impact Fees due under Condition
of the Agreement between
, for the payment of Development Impact Fees as recorded in the Office of
, Document No. , have been fully satisfied as pertaining to:
and the City of Chula Vista, Document No.
the County Recorder of San Diego County on
COUNTY ASSESSOR'S PARCEL NO.
UNIT(s) LOT(s)
Dated:
OR MAP
City of Chula Vista
By:
State of California
County of San Diego
On
, personally appeared
, personally known to me (or 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) acted, executed the instrument.
, before me,
WITNESS my hand and official seal
Notary Public in and for said County and State
(Seal)
4-29
THE A TT ACHED AGREEMENT HAS BEEN REVIE WED
AND APPROVED AS TO FORM BY THE CITY
ATTORNEY'S OFFICE AND WILL BE
FORMALL Y SIGNED UPON APPROVAL BY
THE CIT CO CIL
Dated 'I /W ~9
/ r
Lien and Development Impact Fee Payment Plan Program Agreement
Between Otay Ranch Village II-PC-13, LLC, and the City ofChula Vista
For Villas de Avila Model Units
4-30
RECORDING REQUESTED BY, Ac"lD WHEN
RECORDED MAIL TO:
CITY OF CHULA VISTA
Attn:
No transfer tax. is due as this is a conveyance to a
public agency of less than a fee interest for which
no cash consideration has been paid or received
For Recorder's Use Only
LIEN AND DEVELOPMENT IMPACT FEE PAYMENT
PLAN PROGRAM AGREEMENT
THIS LIEN AND DEVELOPMENT IMP ACT FEE PAYMENT PLAN PROGRAM AGREEMENT ("Agreement"), dated
. 20---, for reference only and executed on the date on which the last party signs,
by and between Otav Ranch Village II-PC-n LLC ("Owner"), and the CITY OF CHULA VISTA, a California municipal corporation
and charter city ("City") with reference to the following facts:
A. Owner is the owner of that certain real property in the City Of Chula Vista, County of San Diego, State of California, more
particularly described on Exhibit "A" attached ("Property").
B. On Seotember 16 2022-. the City Council of the City approved Resolution # 2008-212 Lots loft Otav Ranch Village
2 Netghborhood R-13 of Final MaD Number 15717 also known as Casita de Avila Model Units (the "Project").
C. Owner has applied for a building permit(s) for the Project.
D. Upon the issuance of building permits, certain fees are due and payable pursuant to City's Municipal Code, non-codified
ordinances related to land development. and California Government Code Sections 66000 et. seq e'Fees"]. The Fees applicable
to the building permits are more particularly described on Exhibit "B", attached. Other fees or charges related to the Project, but
not included in Exhibit "B", shalI still be due and payable to the City in accordance with the City MlU1icipaJ Code. Omission of
such additional fees and charges from Exhibit "B" shall not be a waiver of the obligation of O'Mler to pay such additional fees
and charges.
E Pursuant to City Ordinance No. 3120 ("Ord. No. 3120"), the City has the authority to defer Fees for 12 months from the permit
issuance with an option to extend for an additional 12 months, at the sole discretion of the City Manager or hislher designee, or
unti1 the cal1 for final inspection for residential development or issuance of certificate of occupancy for non-residential
development. whichever is earlier.
F The City has found that the Fees are not immediately needed for public improvements required to serve the Project; deferral of
collection of Fees would encourage development vital to the City; payment of Fees is adequately secured through this
Agreement and the City's right to withhold final inspection or certificate of occupancy until Fees are paid; and the deferral of
Fees for the Project would not jeopardize the public health, safety, and welfare.
G. Ord. No. 3120 requires Owner to execute a contract with the City, prior to the issuance of building permits, in order to defer the
payment of the Fees.
H. City and Owner desire to enter into this Agreement deferring payment of the Fees for 12 months from the permit issuance with
an option to extend for an additional 12 months, at the sole discretion of the City Manager or his/her designee, or until the call
for final inspection for residential development or issuance of certificate of occupancy for non-residential development,
whichever is earlier, pursuant to all the terms and conditions of this Agreement.
NOW, THEREFORE, THE PARTIES AGREE AS FOLLOWS.
I. Owner agrees and acknowledges that it is obligated to pay all Fees in type and amount identified in Exhibit ""B" and such Fees
are due and payable upon issuance of building permits and by executing this Agreement \V AIVES AND RELEASES the City
from any and all claims arising out of or related to this Agreement, including the amount and type of Fees identified in Exhibit
'"B". Owner's waiver and release of the City shall exclude any and all claims arising out of or related to the City's breach of this
Agreement
2. City agrees to defer the payment of the Fees for 12 months from the permit issuance with an option to extend for an additional
12 months, at the sole discretion of the City Manager or hislher designee, or until the call for final inspection for residential
development or issuance of certificate of occupancy for non~residential development, whichever is earlier C'Deterral Period").
3. Interest shan accrue at the California State Local Agency Investment Fund (LAlF) Apportionment Rate in effect on the date of
the execution of this Agreement through the end of the Deferral Period until paid ("Accrued Interest").
4. Owner on b'ehalf of itself and its successors in interest, whether by inheritance, gift. bequest, devise, sale, conveyance,
assignment, or other method" of transferring titJe or acquiring interest in or to any part of the Project or Property ("'Successors"),
4-31
agrees to pay the Fees and Accrued Interest with a certified check prior to or concurrent with the date on which the Deferral
Period ends.
5 Owner agrees that if it fails to pay the Fees and Accrued Interest in full prior the end of the Deferral Period, City shall withhold
the fmal inspection or issuance of certificate of occupancy, as applicable, until payment of Fees and Accrued Interest is made in
fulL
6. All other rights of the parties shall remain unchanged, as if the Fees were paid at the time of permit issuance. Without limiting
the foregoing, the Fees payable shall be those in effect at the time of execution of the Agreement as set forth on Exhibit "B",
7. This Agreement shall be recorded by the City in the Official Records of the County of San Diego, Office of the County Recorder
and shall constitute a lien for the Fees and Accrued Interest binding upon and running with the Property. If the Owner sells or
transfers the Property or any portion ofthe Property in any manner, Property shall not be released from any of the obligations,
covenants, or conditions under this Agreement relating to the Property or portion of the Property or Project being acquired.
8. The burden of this Agreement shall be released from the title to the Property upon the payment of Fees and Accrued Interest.
Within ten (10) business days following the payment of the Fees and Accrued [nterest, the City shall execute a "Release of Lien"
(Exhibit "C"), which shall be in standard form, approved by the City Attorney, releasing the burden of this Agreement from the
title to the Property Failure of the City to execute the Release of Lien within ten (10) business days of payment of the Fees and
Accrued Interest shall not be deemed a breach of this Agreement, provided City makes its best efforts to execute the Release of
Lien within a reasonable time thereafter.
9. The Owner agrees::md is obligated to pay all costs associated with the recording of the Agreement and Release ofJ;..ien.
10. Each signatory to this Agreement represents, warrants, and certifies that he/she has the authority to enter into this Agreement on
behalf of the Owner, the agencies/companies/trusts, respective officers, directors, and/or trustees they represent (collectively
"Applicants") and that this Agreement shall be binding upon and constitute an obligation ofthe Applicants.
IN WITNESS WHEREOF, this Agreement is executed by the CITY OF CHULA VISTA acting by and through it's Mayor or
designated and authorized representative thereto, and by the Owner! Applicant.
Date:
AI /30/ /})'7
"Owner! Applicant
~~"
~ e....~ !p/;JVV
By fA~ (\-t'~~ LA-
Its
Date:
THE CITY OF CHULA VISTA,
A California municipal corporation
By
Is
Approved as to form and legality this
_ day of
,20
Bart Miesfeld, City Attorney
By.
Deputy City Attorney
4-32
City of Chula Vista
Exhibit "A"
Property Description (Legal Description)
LOT 1 OF CHULA VISTA TRACT NO. 06-05, OTAY RANCH VILLAGE 2 AND
PORTIONS OF VILLAGE 4, NEIGHBORHOOD R-13, IN THE CITY OF CHULA VISTA,
COUNTY OF SAN DIEGO, STATE OF CALIFORNIA, ACCORDING TO MAP THEREOF
NO. 15717, FILED IN THE OFFICE OF THE COUNTY RECORDER OF SAN DIEGO
COUNTY, SEPTEMBER 22, 2008. '
4-33
EXHIBIT B
Payment Schedule
Casita de Avila Models (BR08-0031 to BR08-0033)
Account
1600
1700
3000
3100
4000
4100
4200
4300
4400
4500
4600
5010
5120
5140
6000
8085
8086
Description
Sewer Administrative Fee
Sewer Capacity Fee (18.4)
Traffic Signal Fee (18.2)
Res Construction Tax (18.3)
DIF Transportation
DIF Public Fac Admin
DIF Civic Ctr
DIF Police
DIF Corp Yard
DIF Library
DIF Fire
DIF Recreation
Poggi Cyn Grav Sewer DIF
NPDES Fee
Otay Ranch Res
Pedestrian Bridge
Pedestrian Bridge 2
TOTALS
Balance of
Deferred Fees
2.54%
I nte rest'
Balance Due @
Final Inspection
$ 135.00 $ 3.43 $ 138.43
$ 10,434.00 $ 265.02 $ 10,699.02
$ 892.50 $ 22.67 $ 915.17
$ 1,350.00 $ 34.29 $ 1,384.29
$ 27,162.00 $ 689.91 $ 27,851.91
$ 1,596.00 $ 40.54 $ 1,636.54
$ 6,984.00 $ 177.39 $ 7,161.39
$ 5,073.00 $ 128.85 $ 5,201.85
$ 1,014.00 $ 25.76 $ 1,039.76
$ 4,239.00 $ 107.67 $ 4,346.67
$ 2,682.00 $ 68.12 $ 2,750.12
$ 3,216.00 $ 81.69 $ 3,297.69
$ 900.00 $ 22.86 $ 922.86
$ 444.00 $ 11.28 $ 455.28
$ 78.27 $ 1.99 $ 80.26
$ 1,221.00 $ 31.01 $ 1,252.01
$ 1,257.00 $ 31.93 $ 1,288.93
$ 68,677.77 $
1,744.42 $
70,422.19
Interest Rate at 2.54% CA State Local Agency Investment Fund (LAIF) Quarter Ending
12/31/08 Apportionment Rate
4-34
City of Chula Vista
Exhibit "e"
Recorded at the request of:
When recorded, mail to:
TERMINATION OF DEVELOPMENT IMPACT FEE PLAN PROGRAM AGREEMENT
NOTICE IS HEREBY GIVEN that the Development Impact Fees due under Condition
of the Agreement between
and the City of Chula Vista, Document No.
the County Recorder of San Diego County on
, for the payment of Development Impact Fees as recorded in the Office of
, Document No. , have been fully satisfied as pertaining to:
COUNTY ASSESSOR'S PARCEL NO.
UNIT(s) LOT(s)
Dated:
OR MAP
City of Chula Vista
By:
State of Califomia
County of San Diego
On
, before me,
, personally appeared
, personally known to me (or 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) acted, executed the instrument.
WITNESS my hand and official seal
Notary Public in and for said County and State
(Seal)
4-35
City of Chula Vista
STATE OF CALIFORNIA )
) 55.
COUNTY OF SAN DIEGO )
On 3o""erfl;Jti( ~fore me, 1r~
personally appeared ,~-flAJiJ,y/
""(~amT'J::1Offler, !!~fJ:te, f1:!zt~-
~, t3wfc/uJrn
o pGf68Plz.II, hi luvvll lU .m~ "'\JI"--'"
y. proved to me on the basis of satisfactory evidence
to be the person\1l') whose name\1l') is/~ subscribed to the within instrument and acknowiedged to me that he/~:tl ,~y ,,-<ecuted
the same in his/hef'itrTeir authorized capacity~, and that by his/~r slgnature~) on the instrument, the person~, or the
entity upon behalf of which the perso~ acted, executed the instrument.
WITNESS my hand and official seal
"""""'-.---'^'-^-
TRUNG M. TRAN
COMM. #1745372 m
NOTARY PUBLIC-GALIFORNIA Q
SAN DIEGO CouNTY :=
My Comm ExpfrellS MAY 15, 2011
^- r
(Si9~t:; cr
Capacity claimed by signer:
(This section is OPTIONAL)
o Individual
o Corporate Officer(s):
o Partner(s):
o Subscribing Witness
o Attorney-in-fact
o Trustee(s)
o Guardian/Conservator
o Other:
7~r.
o General
o
Signer is representing:
(name af person(s) or entity(ies))
ation requested below is OPTIONAL. It could prevent fraudulent attachment of this certificate to
THIS CERTIFICAT MUST
BE ATTACHED 0 THE
DOCUMENT ESCRIBED
AT RIGHT
Titie or Type of Document:
Number of Pages:
Date of Document:
Signer(s) Other than Named above
4-36
THE A TT ACHED AGREEMENT HAS BEEN REVIEWED
AND APPROVED AS TO FORM BY THE CITY
ATTORNEY'S OFFICE AND WILL BE
FORMALL Y SIGNED UPON APPROVAL BY
THE CITY C UNCIL
a . lesfeld
City Attorney
Dated 1 /2,0/0'7
I I
Lien and Development Impact Fee Payment Plan Program Agreement
Between Otay Ranch Village II - PC-13, LLC, and the City of Chula Vista
For Casitas de Avila Model Units
4-37
RECORDING REQUESTED BY. AND WHEN
RECORDED /vIAlL TO:
CITY OF CHULA VISTA
Attn:
No transfer tax is due as this is a conveyance to a
public agency of less than a fee interest for which
no cash consideration has been paid or received
For Reeorder's Use Only
LIEN AND DEVELOPMENT IMP ACT FEE PAYMENT
PLAN PROGRAM AGREEMENT
THIS LIEN AND DEVELOPMENT IMP ACT FEE PAYMENT PLAN PROGRA,\1 AGREEMENT ("Agreement"), dated
, 20--, for reference only and executed on the date on which the last party signs,
by and between Otav Ranch Villa"e IT-PC-!3 LLC ("Owner"), and the CITY OF CHULA VISTA, a California municipal
corporation and cbarter city ("C ityn) with reference to the following facts:
A. Owner is the owner of that certain real property in the City OfChula Vista, County of San Diego, State of Calif ami a, more
particularly described on Exhibit "A" attached ("Property'').
B On Seotember 16 20~ the Citv Council of the City approved Resolution # 2008-212 Lot I of Otav Ranch Villa"e 2
Nei2hborhood R-13 afFinal MaD Number 15717 also known as Villas de Avila Model Units the "Project").
C. Owner has applied for a building permit(s) for the Project
D Upon the issuance of building permits, certain fees are due and payable pursuant to City's Municipal Code, non-codified
ordinances related to land development, and California Government Code Sections 66000 et. seq ["Fees"]. The Fees applicable
to the building permits are more particularly described on Exhibit "B", attached. Other fees or charges related to the Project, but
not included in Exhibit ~B", shall still be due- and payable to the City in accordance with the City Municipal Code. Omission of
such additional fees and charges from Exhibit "B" shall not be a waiver of the obligation of Owner to pay such additional fees
and charges.
E. Pursuant to City Ordinance No. 3120 ("Ord. No. 3120"), the City has the authority to defer Fees for 12 months from the permit
issuance with an option to extend for an additional 12 months, at the sole discretion of the City Manager or hislher designee, or
until the call for final inspection for residential development or lssuance of certificate of occupancy for non-residential
development, whichever is earlier.
F. The City has found that the Fees are not immediately needed for public improvements required to serve the Project~ deferral of
collection of Fees would encourage development vital to the City; payment of Fees is adequately secured through this
Agreement and the City's right to withhold final inspection or certificate of occupancy until Fees are paid~ and the deferral of
Fees for the Project would not jeopardize the public health, safety, and welfare.
G. Ord. No. 3120 requires Owner to execute a contract with the City, prior to the issuance of building permits, in order to defer the
payment of the Fees.
H. City and Owner desire to enter into this Agreement deferring payment of the Fees for 12 months from the pennit issuance with
an option to extend for an additional 12 months. at the sole discretion of the City Manager or his/her designee, or until the call
for final inspection for residential development or issuance of certificate of occupancy for non-residential development,
whichever is earlier, pursuant to all the terms and conditions of this Agreement.
NOW, THEREFORE, THE PARTIES AGREE AS FOLLOWS:
1. Owner agrees and acknowledges that it is obligated to pay all Fees in type: andamount identified in Exhibit o'B" and such Fees
are due and payable upon issuance of building permits and by executing this Agreement WANES Al'iD RELEASES the City
from any and aU claims arising out afar related to this Agreement, including the amount and type of Fees identified in Exhibit
"B". Owner's waiver and release of the City shall exclude any and all claims arising out of or related to the City's breach of this
Agreement
2. City agrees to defer the payment of the Fees for 12 months from the permit issuance with an option to extend for an additional
12 months, at the sole discretion of the City Manager or hislher designee, or until the call for final inspection for residential
development or issuance of certificate of occupancy for non-residential development. whichever is earlier ("Deferral Period").
3. Interest shall accrue at the California State Local Agency Investment Fund (LAIF) Apportionment Rate in effect on the date of
the execution of this Agreement through the end of the Deferral Period until paid.("Accrued Interest").
4 Ovroer on behalf of itself and its successors in interest, whether by inheritance, gift, bequest, devise, sale, conveyance,
assignment, or other method of transferring title or acquiring interest in or to any part afthe Project or Property ("'Successors"),
4-38
agrees to pay the Fees and Accrued Interest with a certified check prior to or concurrent with the date on which the Deferral
Period ends.
5 Owner agrees that if it fails to pay the Fees and Accrued Interest in full prior the end of the Deferral Period. City shall withhold
the final inspection or issuance of certificate of occupancy. as applicable, until payment of Fees and Accrued Interest is made in
fulL
6. All other rights of the parties shall remain unchanged, as tfthe Fees were paid at the time of penn it issuance: Without limiting
the foregoing, the Fees payable shall be those in effect at the time of execution of the Agreement as set torth on Exhibit "8".
7 This Agreement shall be recorded by the City in the Official Records of the County of San Diego, Office of the County Recorder
and shall constitute a lien for the Fees and Accrued Interest binding upon and running with the Property. If the Owner sells or
transfers the Property or any portion of the Property in any manner, Property shall not be released from any of the obligations,
covenants, or conditions under this Agreement relating to the Property or portion of the Property or Project being acquired.
g. The burden of this Agreement shall be released from the title to the Property upon the payment of Fees and Accrued Interest.
Within ten (IO) business days following the payment of the Fees and Accrued Interest, the City shall execute a "Release of Lien"
(Exhibit "C"), which shall be in standard form, approved by the City Attorney, releasing the burden of this Agreement from the
title to the Property. Failure of the City to execute the Release of Lien within ten (10) business days of payment ofthe Fees and
Accrued Interest shall not be deemed a breach of this Agreement, provided City makes its best efforts to execute the Release of
Lien within a reasonable time thereafter.
9 The Owner agrees and is obligated to pay all costs associated with the recording of the Agreement and Release of Lien.
10. Each signatory to this Agreement represents, warrants, and certifies that he/she has the authority to enter into this Agreement on
behalf of the Owner, the agencies/companies/trusts, respective officers, directors, and/or trustees they represent (collectively
"Applicants") and that this Agreement shall be binding upon and constitute an obligation of the Applicants.
IN WTINESS WHEREOF, this Agreement is executed by the CITY OF CHULA VISTA acting by and through it's Mayor or
desigI?ated and authorized representative thereto, and by the Owner! Applicant.
Date:
l{ l3d tJ9
"Owner/Applicant
l~6/~
,.
By <t-&/ei/t ({ (].A-Wr.JI,""
P~IJ~
Its
UI(L
Date:
THE CITY OF CHULA VISTA,
A California municipal corporation
By
Is
Approved as to form and legality this
_ day of
,20
Bart Miesfeld, City Attorney
By'
Deputy City Attorney
4-39
City of Chula Vista
Exhibit "A"
Property Description (Legal Description)
LOT 1 OF CHULA VISTA TRACT NO. 06-05, OTA Y RANCH VILLAGE 2 AND
PORTIONS OF VILLAGE 4, NEIGHBORHOOD R-13, IN THE CITY OF CHULA VISTA,
COUNTY OF SAN DIEGO, STATE OF CALIFORNIA, ACCORDING TO MAP THEREOF
NO. 15717, FILED IN THE OFFICE OF THE COUNTY RECORDER OF SAN DIEGO
COUNTY, SEPTEMBER 22, 2008.
4-40
EXHIBIT B
Payment Schedule
Villas de Avila Models (BR08-0028 to BR08-0029)
Account
1600
1700
3000
3100
4000
4100
4200
4300
4400
4500
4600
5010
5120
5140
6000
8085
8086
Description
Sewer Administrative Fee
Sewer Capacity Fee (18.4)
Traffic Signal Fee (18.2)
Res Construction Tax (18.3)
DIF Transportation
DIF Public Fac Admin
DIF Civic Ctr
DIF Police
DIF Corp Yard
DIF Library
DIF Fire
DIF Recreation
Poggi Cyn Grav Sewer DIF
NPDES Fee
Otay Ranch Res
Pedestrian Bridge
Pedestrian Bridge 2
TOTALS
Balance of
Deferred Fees
2.54%
Interest"
Balance Due @
Final Inspection
$ 90.00 $ 2.29 $ 92.29
$ 10,434.00 $ 265.02 $ 10,699.02
$ 952.00 $ 24.18 $ 976.18
$ 1,725.00 $ 43.82 $ 1,768.82
$ 36,216.00 $ 919.89 $ 37,135.89
$ 2,128.00 $ 54.05 $ 2,182.05
$ 9,312.00 $ 236.52 $ 9,548.52
$ 6,764.00 $ 171.81 $ 6,935.81
$ 1,352.00 $ 34.34 $ 1,386.34
$ 5,652.00 $ 143.56 $ 5,795.56
$ 3,576.00 $ 90.83 $ 3,666.83
$ 4,288.00 $ 108.92 $ 4,396.92
$ 1,200.00 $ 30.48 $ 1,230.48
$ 356.00 $ 9.04 $ 365.04
$ 104.36 $ 2.65 $ 1 07.01
$ 1,628.00 $ 41.35 $ 1,669.35
$ 1,676.00 $ 42.57 $ 1,718.57
4-41
2,221.32 $
89,674.68
$ 87,453.36 $
Interest Rate at 2.54% CA State Local Agency Investment Fund (LAIF) Quarter Ending
12/31/08 Apportionment Rate
City of Chula Vista
Exhibit "e"
Recorded at the request of:
When recorded, mail to:
TERMINATION OF DEVELOPMENT IMPACT FEE PLAN PROGRAM AGREEMENT
NOTICE IS HEREBY GIVEN that the Development Impact Fees due under Condition
of the Agreement between
and the City of Chula Vista, Document No.
the County Recorder of San Diego County on
, for the payment of Development Impact Fees as recorded in the Office of
, Document No. , have been fully.satisfied as pertaining to:
COUNTY ASSESSOR'S PARCEL NO.
UNiT(s) LOT(s)
Dated:
OR MAP
City of Chula Vista
By:
State of California
County of San Diego
On
, personally appeared
, personally known to me (or 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) acted, executed the instrument.
, before me,
WITNESS my hand and officiai seal
Notary Public in and for said County and State
(Seal)
4-42
City of Chula Vista
STATE OF CALIFORNIA )
) ss.
COUNTY OF SAN DIEGO )
!Zhkc.
ne Doe, Notary Public)
personally appeared
c.
o per~g"'all) lEl"l6n" tv 111<.;0 -or-
~ proved to me on the basis of satisfactory evidence
to be the person(;;1 whose name(i1is/a1'e subscribed to the within instrument and acknowiedged to me that he/~ executed
the same in his/herttTrnTr authorized capacity(~), and that by his/hefIlAeir signature(Bj on the instrument, the person~, or the
entity upon behalf of which the person(;l? acted, executed the instrument.
WITNESS my hand and official seal
"",,---.-.--.-t
TRUNG M. TRAN aI
COMM. #1745372 0
NOTARY PUBUC-CAUFORNIA )>
SAN OIEGO COUNTY ....
My Comm. Expires MAY 15. 2011
ZJ?--p--
(Signature of Notary)
0 Individual
0 Corporate Officer(s):
0 Partner(s): 0
0 Subscribing Witness
0 Attorney-In-fact
0 Trustee(s)
0 Guardian/Conservator
0 Other:
Signer is representing:
iT-
Capacity claimed by signer:
General
o
(name of person{s) or entity(ies))
Attention Notary: Althou the information requested below is OPTiONAL, it could prevent fraudulent attachment of this certificate to
an unauthorized docu ent
THIS CERT ICATE MUST
BE ATTA HED TO THE
DOCUMENT DESCRIBED
AT RIGHT
Title or Type of Document:
Number of Pages:
Date of Document:
Signer(s) Other than Named above
4-43
. -~